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THE SAMUEL ROBERTS NOBLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE SAMUEL ROBERTS NOBLE FOUNDATION (EIN 81-5328519)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202423209349103692
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T11:28:12-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN991856619PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 THIRD AVENUE 3RD FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172013ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN815328519EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SAMUEL ROBERTS NOBLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
Phone5802235810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12510 SAM NOBLE PARKWAYAddressLine1Txt
CityARDMORECityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCODY NOBLEPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5802235810PhoneNum
Signature2024-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT THOMPSETTPreparerPersonNm
PTINP00741490PTIN
Phone6315771867PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,070,642,519FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,791,690InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,791,690InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,043,745DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,982,684DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,396,404NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$460,384,775GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,889,428CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$5,182,276OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4,681,577OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$37,414,115TotalRevAndExpnssAmt
Total Net Invst Incm$54,345,379TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$650,370CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$162,593CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$486,408CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$108,522LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$53,850LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$57,635LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$123,864AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$40,747AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$76,016AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,323,003OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,295,453OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$27,550OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$690,878InterestNetInvstIncmAmt
Taxes Rev And Expnss$697,202TaxesRevAndExpnssAmt
Taxes Net Invst Incm$436,297TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$291,245TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$291,745TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$3,170PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$1,613PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$672,005OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,887,890OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$587,599OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,869,381TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,567,708TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,528,566TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$48,286,979ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$48,373,229ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,156,360TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,567,708TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$49,901,795TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,742,245ExcessRevenueOverExpensesAmt
Net Investment Income$43,777,671NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$513,065CashBOYAmt
Cash EOY$483,602CashEOYAmt
Cash EOYFMV$483,602CashEOYFMVAmt
Sav And Temp Cash Invst BOY$32,283,485SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,632,742SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,632,742SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$233,445AcctRcvblAmt
Acct Rcvbl BOY$2,020,533AcctRcvblBOYAmt
Acct Rcvbl EOY$233,445AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$233,445AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$127,905PrepaidExpensesBOYAmt
Prepaid Expenses EOY$466,969PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$466,969PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$21,596,808USGovernmentObligationsBOYAmt
US Government Obligations EOY$38,425,988USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$38,425,988USGovtObligationsEOYFMVAmt
Corporate Stock BOY$429,254,118CorporateStockBOYAmt
Corporate Stock EOY$470,201,058CorporateStockEOYAmt
Corporate Stock EOYFMV$470,201,058CorporateStockEOYFMVAmt
Corporate Bonds BOY$25,475,392CorporateBondsBOYAmt
Corporate Bonds EOY$29,615,185CorporateBondsEOYAmt
Corporate Bonds EOYFMV$29,615,185CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$54,160InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$44,936InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$9,224LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$9,224LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$10,451,100LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$490,496,962OtherInvestmentsBOYAmt
Other Investments EOY$496,895,702OtherInvestmentsEOYAmt
Other Investments EOYFMV$496,895,702OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,827,149OtherAssetsBOYAmt
Other Assets EOY$2,236,728OtherAssetsEOYAmt
Other Assets EOYFMV$2,236,728OtherAssetsEOYFMVAmt
Total Assets BOY$1,003,604,641TotalAssetsBOYAmt
Total Assets EOY$1,060,200,643TotalAssetsEOYAmt
Total Assets EOYFMV$1,070,642,519TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,454,142AccountsPayableBOYAmt
Accounts Payable EOY$1,262,643AccountsPayableEOYAmt
Grants Payable BOY$493,958GrantsPayableBOYAmt
Grants Payable EOY$407,708GrantsPayableEOYAmt
Other Liabilities BOY$2,940,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,980,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,888,100TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,650,351TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$993,866,520NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,051,034,893NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$4,850,021DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$3,515,399DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$998,716,541TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,054,550,292TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,003,604,641TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,060,200,643TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$998,716,541TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,742,245ExcessRevenueOverExpensesAmt
Other Increases$74,615,996OtherIncreasesAmt
Subtotal$1,055,590,292SubtotalAmt
Other Decreases$1,040,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,054,550,292TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDt
PUBLICLY TRADED SECURITIES$460,384,775$443,844,571$16,540,204$16,540,204
TOTAL CAPITAL GAIN DISTRIBUTIONS$139,528$139,528P
PARTNERSHIP K-1 1231 GAIN$86,729$86,729P2023-01-012023-12-31
PARTNERSHIP K-1 LT GAIN/(LOSS)$1,035,532$1,035,532P2023-01-012023-12-31
PARTNERSHIP K-1 ST GAIN/(LOSS)$6,675,504$6,675,504P2023-01-012023-12-31
FINAL GAIN/(LOSS) ON LIMITED PARTNERSHIP DISPOSITIONS$411,931$411,931P2019-01-012023-12-31
FieldValueIRS element (for citing)
Capital Gain Net Income$24,889,428CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$608,510InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$608,510SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$608,510TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,221,833EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$450,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,671,833TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,063,323OverpaymentAmt
Applied To ES Tax$1,063,323AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.NOBLEFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksA JILL WALLACEIndividualWithBooksNm
Phone5802235810PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12510 SAM NOBLE PARKWAYAddressLine1Txt
CityARDMORECityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR RANDOLPH BROWN JR
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$37,250$0$0
SUSAN BROWN
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$41,000$0$0
JAMES DAY
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$50,750$0$0
SAM DUBOSE
2510 SAM NOBLE PARKWAYARDMOREOK73401ADVISORY DIRECTOR6.00$39,500$0$0
VIVIAN NOBLE DUBOSE
2510 SAM NOBLE PARKWAYARDMOREOK73401CHAIRMAN/DIRECTOR (THRU 10/23)6.00$45,000$0$0
ALYSON GILBERT
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$3,000$0$0
BILL GODDARD
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$42,500$0$0
VIRGINIA HECKMAN
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$56,000$0$0
JESSIE NANCE
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$43,000$0$0
CODY NOBLE
2510 SAM NOBLE PARKWAYARDMOREOK73401CHAIRMAN/DIRECTOR (AS OF 11/23)6.00$39,250$0$0
RUSSELL NOBLE
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$41,750$0$0
JO KATE PARKER
2510 SAM NOBLE PARKWAYARDMOREOK73401ADVISORY DIRECTOR6.00$35,000$0$0
CLARK RUPPERT
2510 SAM NOBLE PARKWAYARDMOREOK73401ADVISORY DIRECTOR6.00$18,333$0$0
MARIANNE ROONEY
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$44,000$0$0
JACK WALDO
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$46,250$0$0
STEPHEN YOUNG
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$50,750$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
THE SILCHESTER INTERNATIONAL INVESTORS
780 THIRD AVENUE 42ND FLOORNEW YORKNY10014INVESTMENT MANAGER$499,004
NEUMEIER POMA INVESTMENT COUNSEL LLC
26435 CARMEL RANCHO BLVD STE 200CARMELCA93923INVESTMENT MANAGER$369,469
LUTHER KING CAPITAL MANAGEMENT
301 COMMERCE STREET SUITE 1600FORT WORTHTX76102INVESTMENT MANAGER$326,907
MARQUETTE ASSOCIATES INC
180 N LA SALLE ST SUITE 3500CHICAGOIL60601INVESTMENT MANAGER$302,250
KENNEDY CAPITAL MANAGEMENT INC
ATTN TRA MAI PO BOX 790379ST LOUISMO63179INVESTMENT MANAGER$233,128
FieldValueIRS element (for citing)
Contractor Paid Over50k16ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1OKLAHOMA LIFE SCIENCES FUND III, LLC - INVESTMENTS WERE MADE FOR THE CHARITABLE PURPOSE OF ADVANCING R&D OF TECHNOLOGY IN LIFE SCIENCES. SEE STATEMENT 19 FOR ADDITIONAL INFORMATION.Description1Txt
Expenses1$250,000Expenses1Amt
Description2OKLAHOMA LIFE SCIENCE FUND I, LLC - NO ADDITIONAL CONTRIBUTIONS WERE MADE IN 2023. SEE STATEMENT 20 FOR INFORMATION ON PRIOR YEARS EXPENDITURE RESPONSIBILITY.Description2Txt
Expenses2$0Expenses2Amt
Total$250,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,030,653,965AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$224,081AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$12,958,235FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,043,836,281TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,043,836,281AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,657,544CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,028,178,737NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,408,937MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,408,937MinimumInvestmentReturnAmt
Tax Based On Investment Income$608,510TaxBasedOnInvestmentIncomeAmt
Income Tax$9,997IncomeTaxAmt
Total Tax$618,507TotalTaxAmt
Distributable Before Adj$50,790,430DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$50,790,430DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$50,790,430DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$49,901,795ExpensesAndContributionsAmt
Program Related Invst Total$250,000ProgramRelatedInvstTotalAmt
Qualifying Distributions$50,151,795QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$50,790,430DistributableAsAdjustedAmt
Undistributed Income PY$1,193,296UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$50,151,795QualifyingDistributionsAmt
Applied To Year1$1,193,296AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$48,958,499AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,831,931UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE SAMUEL ROBERTS NOBLE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12510 SAM NOBLE PARKWAYAddressLine1Txt
CityARDMORECityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5802235810RecipientPhoneNum
Form And Info And MaterialsCOMPLETION OF ONLINE LETTER OF INQUIRY FORM LOCATED AT WWW.NOBLEFOUNDATION.ORG/GRANTINGFormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 1SubmissionDeadlinesTxt
Restrictions On AwardsRESTRICTED TO 501(C)(3) NONPROFIT ORGANIZATIONS LOCATED WITHIN THE UNITED STATESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (177 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A CHANCE TO CHANGE FOUNDATION
2113 WEST BRITTON ROADOKLAHOMA CITYOK73120NONEPCOPERATIONAL SUPPORT$55,000
A PLUS READING INC
11 SCOTT STREET SWARDMOREOK73401NONEPCGENERAL SUPPORT$100
A PLUS READING INC
11 SCOTT STREET SWARDMOREOK73401NONEPCPARTIAL FUNDING FOR READING THERAPISTS SALARIES$40,000
ARBUCKLE LIFE SOLUTIONS INC
NINE 10TH AVENUE NWARDMOREOK73401NONEPCOPERATIONAL SUPPORT$40,000
ARDMORE ANIMAL CARE INC
321 CAROL BROWN BLVDARDMOREOK73401NONEPCMEDICAL FUND$85,000
ASSOCIATION OF PROFESSIONAL OKLAHOMA EDUCATORS FOUNDATION
PO BOX 713NORMANOK73070NONEPCOPERATIONAL SUPPORT$30,000
ATLANTA UNION MISSION CORPORATION
2353 BOLTON RD NWATLANTAGA30318NONEPCOPERATIONAL SUPPORT$25,000
AVILA UNIVERSITY
11901 WORNALL RDKANSAS CITYMO64145NONEPCSTUDENT SCHOLARSHIPS$500
BISHOP MCGUINNESS CATHOLIC HIGH SCHOOL
801 NORTHWEST 50TH STREETOKLAHOMA CITYOK73118NONEPCBMHS SOFTBALL$10,000
BOTANICAL RESEARCH INSTITUTE OF TEXAS INC
1700 UNIVERSITY DRIVEFORT WORTHTX76107NONEPCFAMILY GARDEN DESIGN DEVELOPMENT$150,000
CAMERON UNIVERSITY FOUNDATION INC
2800 WEST GORE BLVDLAWTONOK73505NONEPCKCCU-FM PUBLIC RADIO$3,200
CAPITAL RESEARCH CENTER
1513 16TH STREET NWWASHINGTONDC20036NONEPCGENERAL OPERATIONS$45,000
CARTER COUNTY CASA INC
20 B STREET SW 401ARDMOREOK73401NONEPCOPERATIONAL SUPPORT$15,000
CASADY SCHOOL
PO BOX 20390OKLAHOMA CITYOK73156NONEPCGENERAL SUPPORT$10,000
CENTER OF FAMILY LOVE
PO BOX 245OKARCHEOK73762NONEPCCENTER OF FAMILY LOVE GENERAL OPERATIONS$50,000
CENTER OF FAMILY LOVE
PO BOX 245OKARCHEOK73762NONEPCDR. DAVID BROWN REGENERATIVE AGRICULTURAL CENTER$1,500,000
CENTRAL OKLAHOMA HABITAT FOR HUMANITY INC
5005 S I 35 SERVICE ROADOKLAHOMA CITYOK73129NONEPCPHASE 1: CORNERSTONE CREEK PROJECT$1,500,000
CHARLES B GODDARD CENTER FOR VISUAL AND PERFORMING ARTS INC
401 1ST AVE SWARDMOREOK73401NONEPCOPERATIONAL SUPPORT$40,000
CHARLES B GODDARD CENTER FOR VISUAL AND PERFORMING ARTS INC
401 1ST AVE SWARDMOREOK73401NONEPCGODDARD CENTER LANDSCAPING PROJECT$40,000
CHILDREN'S MEDICAL RESEARCH INC DBA CHILDREN'S HEALTH FOUNDATION OF OKLAHO
1001 NW 63RD STREETOKLAHOMA CITYOK73116NONEPCFRIENDS OF THE JIMMY EVEREST CENTER$25,000
CHRIST THE KING CATHOLIC SCHOOL
1905 ELMHURST AVENUEOKLAHOMA CITYOK73120NONEPCGENERAL SUPPORT$5,000
CITIES IN SCHOOLS INC
PO BOX 1915LONE GROVEOK73443NONEPCSERVICE LEARNING PROGRAM-MENTORING$40,000
CLASSICALLY FORMED FOUNDATION
PO BOX 35772TULSAOK74153NONEPCINAUGURAL YEAR OF OKLAHOMA'S FIRST CHARTER SCHOOL OF CLASSICAL EDUCATION$50,000
COLONIAL WILLIAMSBURG FOUNDATION
PO BOX 1776WILLIAMSBURGVA23187NONEPCOPERATIONAL SUPPORT$15,000
DARLINGTON SCHOOL
1014 CAVE SPRINGS ROADROMEGA30161NONEPCDARLINGTON MIDDLE SCHOOL BAND$1,000
DEAN MCGEE EYE INSTITUTE
608 STANTON L YOUNG BLVDOKLAHOMA CITYOK73104NONEPCVIVARIUM EMERGENCY BACKUP EQUIPMENT$50,000
DIABETES SOLUTIONS OK INC
3333 NW 63RD STREETOKLAHOMA CITYOK73116NONEPCOPERATIONAL SUPPORT$10,000
DICKSON PUBLIC SCHOOLS
4762 HWY 199ARDMOREOK73401NONEPCATHLETIC DEPARTMENT/HIGH SCHOOL BASEBALL PROGRAM$340
EDUCATION AND EMPLOYMENT MINISTRY INC
1501 N CLASSEN BLVDOKLAHOMA CITYOK73106NONEPCOPERATIONAL SUPPORT$35,000
EDUCATION AND EMPLOYMENT MINISTRY INC
1501 N CLASSEN BLVDOKLAHOMA CITYOK73106NONEPCREENTRY SUPPORT SERVICES$15,000
EPISCOPAL SCHOOL OF DALLAS
4100 MERRELL RDDALLASTX75229NONEPCTHE ESD FUND$1,000
FAMILY SHELTER OF SO OKLAHOMA SERV FOR VICTIMS OF DOMESTIC VIOLENCE
402 PAWNEE NWARDMOREOK73401NONEPCSHELTER AND ADVOCACY PROGRAM$25,000
FIELDS & FUTURES FOUNDATION
9400 BROADWAY EXT 470OKLAHOMA CITYOK73114NONEPCPERPETUAL FIELD MAINTENANCE PROGRAM$50,000
FOOD AND RESOURCE CENTER OF SOUTH CENTRAL OKLAHOMA INC
801 HAILEY STREETARDMOREOK73401NONEPCOPERATIONAL SUPPORT$30,000
FRIENDS OF OETA INC
7403 N KELLEY AVEOKLAHOMA CITYOK73111NONEPCGENERAL SUPPORT$1,352
GEORGIA GOAL SCHOLARSHIP PROGRAM INC
3740 DAVINCI COURT SUITE 375PEACHTREE COURTGA30092NONEPCTHE WESTMINSTER SCHOOLS$1,250
GEORGIA GOAL SCHOLARSHIP PROGRAM INC
3740 DAVINCI COURT SUITE 375PEACHTREE COURTGA30092NONEPCGRACEPOINT SCHOOL$1,250
GLORIA AINSWORTH CHILD CARE & LEARNING CENTER INC
502 G STREET NEARDMOREOK73402NONEPCOPERATIONAL SUPPORT$45,000
GOOD SHEPHERD COMMUNITY CLINIC INC
TWENTY 12TH AVENUE NWARDMOREOK73401NONEPCOPERATIONAL SUPPORT$100,000
GREAT EXPECTATIONS FOUNDATION
PO BOX 1710TAHLEQUAHOK74465NONEPCOPERATIONAL SUPPORT$28,500
GUNNISON COUNCIL FOR THE ARTS INC
102 S MAIN STGUNNISONCO81230NONEPCENERGY EFFICIENT WINDOW SHADES$40,000
GUNNISON VALLEY HEALTH FOUNDATION
711 N TAYLOR STGUNNISONCO81230NONEPCSECONDS SAVE LIVES$75,000
HEARTS FOR HEARING FOUNDATION
11500 N PORTLAND AVEOKLAHOMA CITYOK73120NONEPCLISTENING START - TEACHING BABIES BORN DEAF TO LISTEN AND TALK$25,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUE NEWASHINGTONDC20002NONEPCDEFENDING OUR FIRST PRINCIPLES, FREE ENTERPRISE, AND PARENTAL CONTROL OF SCHOOLS$400,000
HILLSDALE COLLEGE
33 EAST COLLEGE STHILLSDALEMI49242NONEPCGENERAL SUPPORT$2,600
HILLSDALE COLLEGE
33 EAST COLLEGE STREETHILLSDALEMI492421298NONEPCK-12 ENDOWMENT & GRADUATE SCHOOL OF CLASSICAL EDUCATION ENDOWED SCHOLARSHIPS$3,500,000
INFANT CRISIS SERVICES
4224 N LINCOLN BLVDOKLAHOMA CITYOK73105NONEPCINFANT CRISIS SERVICES: FEEDING OKLAHOMA'S FUTURE$25,000
INTEGRIS HEALTH FOUNDATION INC
3001 QUAIL SPRINGS PARKWAY 4THOKLAHOMA CITYOK73134NONEPCBEHAVIORAL HEALTH AUTOMATED CARE PROGRAM$150,000FLOOR
INTERCOLLEGIATE STUDIES INSTITUTE INC
3901 CENTERVILLE ROADWILMINGTONDE19807NONEPCISI CORE PROGRAMS AND OKLAHOMA EXPANSION PROJECT$50,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION INC
PO BOX 6149MISSISSIPPI STATEMS39762NONEPCMARY JEANNE AND JOSEPH BOUTON ENDOWED SCHOLARSHIP$7,000
MR TOMS HEART INC
24 WATERFORD COURTATLANTAGA30328NONEPCCAMPS, THE PROM AND THE ZOO$12,000
MURRAY STATE COLLEGE FOUNDATION INC
MURRAY STATE COLLEGETISHOMINGOOK73460NONEPC2022-2023 SCHOLARSHIPS$5,000
MYRIAD GARDENS FOUNDATION
301 WEST RENOOKLAHOMA CITYOK73102NONEPCDISCOVERY TABLES AND SCHOOL TOURS$15,000
NEWVIEW OKLAHOMA INC
501 N DOUGLAS AVENUEOKLAHOMA CITYOK73106NONEPCWAREHOUSE EXPANSION-JOBS FOR BLIND OKLAHOMANS$750,000
NOBLE RESEARCH INSTITUTE LLC
2510 SAM NOBLE PARKWAYARDMOREOK73401RELATED ENTITY, COMMON CONTROLPCOPERATIONAL SUPPORT$34,000,000
OAK HALL
2815 MT WASHINGTON RDARDMOREOK73401NONEPCANNUAL GIVING CAMPAIGN$100
OKLAHOMA ARTS INSTITUTE
111 NW 9TH STREETOKLAHOMA CITYOK73102NONEPCOPERATIONAL SUPPORT$12,000
OKLAHOMA CENTER FOR NONPROFITS INC
701 N LINDSAY AVEOKLAHOMA CITYOK73104NONEPCOKCNP ARDMORE AREA STANDARDS FOR EXCELLENCE$15,000
OKLAHOMA COUNCIL OF PUBLIC AFFAIRS INC
1401 N LINCOLN BLVDOKLAHOMA CITYOK73104NONEPCTHE GENERATIONS PROJECT$400,000
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STOKLAHOMA CITYOK73104NONEPCDAVID R. BROWN CENTER FOR ADVANCED HUMAN IMAGING$3,500,000
OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION
1141 N LINCOLN BLVDOKLAHOMA CITYOK73104NONEPCGENERAL SUPPORT$3,280
OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION
1141 N LINCOLN BLVDOKLAHOMA CITYOK73104NONEPC2024 FACULTY RETENTION "BRIDGE" STIPEND PROGRAM$35,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
PO BOX 1749STILLWATEROK74076NONEPCOKLAHOMA AGRICULTURAL LEADERSHIP PROGRAM$20,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
PO BOX 1749STILLWATEROK74076NONEPC2022-2023 AG SCHOLARSHIPS$10,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 S MONROESTILLWATEROK74074NONEPCCOWBOY FOOTBALL BPSC EXCELLENCE FUND$2,765
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 S MONROESTILLWATEROK74074NONEPCT. FRED SCHMEDT ENDOWED SCHOLARSHIP FUND$20,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 S MONROESTILLWATEROK74074NONEPCUPSON FAMILY STUDENT FARM ENDOWED FUND$15,000
OKLAHOMA ZOOLOGICAL SOCIETY INC
2101 NE 50TH STREETOKLAHOMA CITYOK07311NONEPCSHORE TO SEA AT THE OKLAHOMA CITY ZOO$150,000
PANHANDLE STATE FOUNDATION
PO BOX 430GOODWELLOK73939NONEPC2022-2023 SCHOLARSHIPS$8,000
PHILANTHROPY ROUNDTABLE
1120 20TH STREETWASHINGTONDC20036NONEPCOPERATIONAL SUPPORT$12,500
PIVOT INC
201 NE 50TH STREETOKLAHOMA CITYOK73105NONEPCTRANSFORMING YOUNG LIVES IN 2024$10,000
PLAINVIEW OF ARDMORE PUBLIC SCHOOLS FOUNDATION INC
1140 S PLAINVIEW RDARDMOREOK73401NONEPCGENERAL SUPPORT$2,000
PLAINVIEW SCHOOL DISTRICT NO 1-27
1140 S PLAINVIEW RDARDMOREOK73401NONEPCBASEBALL PROGRAM$1,500
REMERGE OF OK COUNTY INC
PO BOX 2845OKLAHOMA CITYOK73101NONEPCREMERGE HEALTH AND WELLNESS PROGRAM$15,000
RHODES COLLEGE
2000 NORTH PARKWAYMEMPHISTN38112NONEPCBROWN SCHOLARSHIP$15,000
ROCKHURST UNIVERSITY
1100 ROCKHURST RDKANSAS CITYMO64110NONEPCROCKHURST FUND SUPPORTING SCHOLARSHIPS$500
SCISSORTAIL PARK FOUNDATION INC
301 W RENOOKLAHOMA CITYOK73102NONEPCGENERAL OPERATING SUPPORT$10,000
SOUTHEASTERN LEGAL FOUNDATION INC
560 W CROSSVILLE RD SUITE 104ROSWELLGA30075NONEPCGENERAL OPERATING SUPPORT$50,000
SOUTHERN METHODIST UNIVERSITY
PO BOX 750402DALLASTX75275NONEPCGENERAL SUPPORT$2,500
SOUTHERN METHODIST UNIVERSITY
PO BOX 750402DALLASTX75275NONEPCTHE STEPHEN AND BARBARA DORAN YOUNG FAMILY ENDOWED FUND$9,952
SOUTHERN METHODIST UNIVERSITY
PO BOX 750402DALLASTX75275NONEPCSMU FUND FOR GREATEST NEEDS$4,976
SOUTHERN OKLAHOMA AMBULANCE SERVICE INC
517 GRAND AVEARDMOREOK73401NONEPCBUILDING REPAIRS (BAY FLOORS AND WALLS)$28,000
SOUTHERN OKLAHOMA TECHNOLOGY CENTER DISTRICT 20
2610 SAM NOBLE PARKWAYARDMOREOK73401NONEGOV2022-2023 SCHOLARSHIPS$4,600
SPECIAL OLYMPICS OKLAHOMA INC
6835 S CANTON AVETULSAOK74136NONEPCOPERATIONAL SUPPORT$5,000
ST ANTHONY HOSPITAL FOUNDATION INC
601 NW 11TH STOKLAHOMA CITYOK73103NONEPCA NEW ST. ANTHONY HOSPITAL MAIN ENTRANCE$250,000
ST JOSEPH CATHOLIC SCHOOL
321 N VIRGINIAMUSKOGEEOK74403NONEPCGENERAL SUPPORT$5,000
TEEN RECOVERY SOLUTIONS INC
730 W WILSHIRE BLVD STE 105OKLAHOMA CITYOK73116NONEPCSUPPORT FOR TEEN ADDICTION RECOVERY NEEDS$20,000
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 298240FORT WORTHTX76129NONEPCNEELEY SCHOOL OF BUSINESS$2,500
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 298240FORT WORTHTX76129NONEPCTCU SCHOOL OF RANGE MANAGEMENT$8,672
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 298240FORT WORTHTX76129NONEPCNEELEY SCHOOL OF BUSINESS$250
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 297044FORT WORTHTX76129NONEPCRANCH MANAGEMENT FIELD STUDIES AND SCHOLARSHIPS$50,000
THE MORE FOUNDATION
301 W MAIN SUITE 510ARDMOREOK73401NONEPCDISTRIBUTION FROM PETTITT EDUCATIONAL FUND$90,176
UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STURBANAIL61801NONEPCDEPT CROP SCIENCE$700
UNIVERSITY OF ILLINOIS FOUNDATION
1306 WEST GREEN STURBANAIL61801NONEPCLAS ANNUAL FUND PLANT BIOLOGY$700
UNIVERSITY OF ILLINOIS FOUNDATION
1307 WEST GREEN STURBANAIL61801NONEPCCOLLEGE ACES AF$100
UNIVERSITY OF OKLAHOMA FOUNDATION INC
100 TIMBERDELL RDNORMANOK73019NONEPCGARLAND F. KRAMER LEADERSHIP ENDOWED FUND IN AIR FORCE ROTC DEPARTMENT$100
UNIVERSITY OF OKLAHOMA FOUNDATION INC
100 TIMBERDELL RDNORMANOK73019NONEPCPRESIDENT'S ASSOCIATES PROGRAM$2,000
UNIVERSITY OF OKLAHOMA FOUNDATION INC
100 TIMBERDELL RDNORMANOK73019NONEPCUNIVERSITY OF OKLAHOMA ASSOCIATES$2,000
UNIVERSITY OF OKLAHOMA FOUNDATION INC
100 TIMBERDELL RDNORMANOK73019NONEPCMEN'S GOLF PROGRAM / HONORARIUM FOR ALLAN NEUSTADT$100
UNIVERSITY OF OKLAHOMA FOUNDATION INC
100 TIMBERDELL RDNORMANOK73019NONEPCGENERAL SUPPORT$500
UNIVERSITY OF OKLAHOMA FOUNDATION INC
100 TIMBERDELL RDNORMANOK73019NONEPCOU RUGBY CLUB$1,250
VALLEY HOPE ASSOCIATION
103 S WABASH AVENORTONKS67654NONEPCBUILDING HOPE PARKER PROJECT$50,000
VILLA DUCHESNE
10801 CONWAY ROADSAINT LOUISMO63131NONEPC2022-2023 ANNUAL GIVING PROGRAM$250
WASHINGTON UNIVERSITY
MSC 1082 ONE BROOKINGS DRSAINT LOUISMO63130NONEPCBIOLOGY DEPT$1,200
WASHINGTON UNIVERSITY
MSC 1082 ONE BROOKINGS DRSAINT LOUISMO63130NONEPCPHYSICAL THERAPY ANNUAL FUND$400
WASHINGTON UNIVERSITY
MSC 1082 ONE BROOKINGS DRSAINT LOUISMO63130NONEPCSTEVEN ROSE DIVERSITY SCHOLARSHIP-PT$400
YOUNG MENS CHRISTIAN ASSOCIATION OF ARDMORE OKLAHOMA
920 15TH AVENUE NWARDMOREOK73401NONEPCOPERATIONAL SUPPORT$50,000
ALLEN BARRETT
7234 DOGWOOD RDARDMOREOK73401NONEISAM NOBLE SCHOLARSHIP$2,500
ALLEN CASSIDY
788 COUNTY ROADDAVISOK73030NONEISAM NOBLE SCHOLARSHIP$2,500
ANDREWS MADISON
10402 VALIANT KNIGHT DRIVETOMBALLTX77375NONEINOBLE EDUCATIONAL FUND$5,000
BEARD RUSSELL
2544 PROVENCE ROADARDMOREOK73401NONEINOBLE EDUCATIONAL FUND$5,000
BEHRENS MERIDETH
PO BOX 325COLBERTOK74730NONEISAM NOBLE SCHOLARSHIP$2,500
BERSCHE AIDAN
27419 MYRTLE LAKE LANEKATYTX77494NONEINOBLE EDUCATIONAL FUND$5,000
BONHAM RIO
PO BOX 278TISHOMINGOOK73460NONEISAM NOBLE SCHOLARSHIP$2,500
BORDERS SAGE
409 BRIAN DRIVESULPHUROK73086NONEISAM NOBLE SCHOLARSHIP$5,000
BOWERMAN MATTHEW
4676 INWOOD ROADHEALDTONOK73438NONEISAM NOBLE SCHOLARSHIP$2,500
BRAME GARRETT
409986 E 1800 RDMOYERSOK74557NONEISAM NOBLE SCHOLARSHIP$2,500
CAPPS CARSON
6620 COUNTY ROAD 3571 LOOPADAOK74820NONEISAM NOBLE SCHOLARSHIP$5,000
CHAMBERS TAYLOR
5889 W BOGGY DEPOT RDATOKAOK74525NONEISAM NOBLE SCHOLARSHIP$2,500
CLIFTON KALLIE
233 NORTH 4130 ROADSOPEROK74759NONEISAM NOBLE SCHOLARSHIP$5,625
COCKRELL MALLORY
171 PHIL ONEAL ROADMOUNT OLIVEMS39119NONEINOBLE EDUCATIONAL FUND$2,500
CONNER JAYLYNN
12 TOMMY CONNER DRIVEWAYNESBOROMS39367NONEINOBLE EDUCATIONAL FUND$5,000
CRAWFORD MAKAYLA
9829 W RANDOLPH LAKE LNMANNSVILLEOK73447NONEISAM NOBLE SCHOLARSHIP$2,500
DELOZIER REANNA
2221 W 8TH AVESTILLWATEROK74074NONEISAM NOBLE SCHOLARSHIP$2,500
DETHLOFF NATHAN
10254 PRAIRIE VALLEY RDLONE GROVEOK73443NONEISAM NOBLE SCHOLARSHIP$2,500
ERVIN KLAY
1360 KEMP ROADHENDRIXOK74741NONEISAM NOBLE SCHOLARSHIP$1,250
GANN BRADFORD
5304 MISTCREEK CTLEAGUE CITYTX77573NONEINOBLE EDUCATIONAL FUND$2,500
GILL GAGE
7390 OAK CREST DRKINGSTONOK73439NONEISAM NOBLE SCHOLARSHIP$3,750
GOU ROMY
436 W MONTICELLO CTONTARIOCA91762NONEINOBLE EDUCATIONAL FUND$5,000
GRIFFITH MELANIE
720 BEAUFORT ST APT 1LARAMIEWY82072NONEINOBLE EDUCATIONAL FUND$2,500
HARRIS MADISON
78 GOLDEN DRIVEARDMOREOK73401NONEINOBLE EDUCATIONAL FUND$5,000
HATCH NIZHONI
9076 W ARIZONA WAYLAKEWOODCO80232NONEINOBLE EDUCATIONAL FUND$2,500
HAYS KENDALL
1405 4TH AVENUE NW PMB 89ARDMOREOK73401NONEINOBLE EDUCATIONAL FUND$5,000
HAYS KENDALL
1405 4TH AVENUE NW PMB 89ARDMOREOK73401NONEISAM NOBLE SCHOLARSHIP$5,000
HOWE FAITH
10070 REACTOR RDSULPHUROK73086NONEISAM NOBLE SCHOLARSHIP$5,000
HUTCHINGS PAXTON
8464 STATE ROAD 78HENDRIXOK74741NONEISAM NOBLE SCHOLARSHIP$5,000
HUTTO RACHEL
114 S PLUM CREST CIRCLETHE WOODLANDSTX77382NONEINOBLE EDUCATIONAL FUND$5,000
JOPLIN BEAU
PO BOX 47ROFFOK74865NONEISAM NOBLE SCHOLARSHIP$1,250
LEFORCE ZANE
PO BOX 203BETHELOK74724NONEISAM NOBLE SCHOLARSHIP$3,750
LI RICHARD
1519 LEEDSCASTLE MNRSPRINGTX77379NONEINOBLE EDUCATIONAL FUND$2,500
LUNA BRIT
3648 WHEELER RDVALLIANTOK74764NONEISAM NOBLE SCHOLARSHIP$2,500
MA JOLIE
1702 WARWICK CIRCLEARDMOREOK73401NONEINOBLE EDUCATIONAL FUND$5,000
MAHER KATIE
9795 US HWY 177ARDMOREOK73401NONEISAM NOBLE SCHOLARSHIP$2,500
MASON KEONA
1803 OK HIGHWAY 78 EASTTISHOMINGOOK73460NONEISAM NOBLE SCHOLARSHIP$5,000
MCKERCHIE PAYTON
16305 OLD RIVER ROADVANCLEAVEMS39565NONEINOBLE EDUCATIONAL FUND$5,000
MCSWEENEY OLIVER
911 BERNARD ST APT 42BDENTONTX76201NONEINOBLE EDUCATIONAL FUND$5,000
MILLER WILL
85 RAMPART WAY UNIT 206DENVERCO80230NONEINOBLE EDUCATIONAL FUND$2,500
MOORE EMMA GRACE
389 MITCHELL RDOVERBROOKOK73453NONEISAM NOBLE SCHOLARSHIP$5,000
MORTON HUNTER
48128 ECR 1510STRATFORDOK74872NONEISAM NOBLE SCHOLARSHIP$2,500
NEWMAN EATHAN
2227 HICKORY DRARDMOREOK73401NONEINOBLE EDUCATIONAL FUND$5,000
OSAYI DANIEL
13207 STABLES COURSE CTRICHMONDTX77407NONEINOBLE EDUCATIONAL FUND$5,000
PARKER JACOB
12503 VALLEY CLIFF CTTOMBALLTX77377NONEINOBLE EDUCATIONAL FUND$5,000
PATTON RYAN
10502 SOUTH REFUGE ROADTISHOMINGOOK73460NONEISAM NOBLE SCHOLARSHIP$2,500
PROCTOR MARSHALL
PO BOX 186MADILLOK73446NONEINOBLE EDUCATIONAL FUND$2,500
PULLEN HALLE
PO BOX 561STRATFORDOK74872NONEISAM NOBLE SCHOLARSHIP$2,500
PULLEN PRESLEY
PO BOX 561STRATFORDOK74872NONEISAM NOBLE SCHOLARSHIP$5,000
RAYBURN JENTRI
5976 HEDGES ROADARDMOREOK73401NONEISAM NOBLE SCHOLARSHIP$5,000
REYNOLDS LUKE
1015 CEDAR DRIVESULPHUROK73086NONEISAM NOBLE SCHOLARSHIP$5,000
ROBBINS BLAKE
17492 NORTH COUNTY ROAD 3280PAULS VALLEYOK73075NONEISAM NOBLE SCHOLARSHIP$2,500
ROTHSTEIN ETHAN
6446 JOYCE WAYDALLASTX75225NONEINOBLE EDUCATIONAL FUND$2,500
RUSHING SYDNEY
28032 ARROWHEAD TRAILMAGNOLIATX77355NONEINOBLE EDUCATIONAL FUND$2,500
SCHWERDTFEGER KARLI
10378 HWY 177STRATFORDOK74872NONEISAM NOBLE SCHOLARSHIP$2,500
SCOTT KOLE
701 NE 210TH STREETMARLOWOK73055NONEISAM NOBLE SCHOLARSHIP$1,250
SHELBY WILL
6514 SPARLIN ROADMADILLOK73446NONEISAM NOBLE SCHOLARSHIP$3,125
SHETTY MALIKA
12007 CYPRESS CREEK LAKES DRCYPRESSTX77433NONEINOBLE EDUCATIONAL FUND$2,500
SOUTHWARD SARAH
551 JOINER CITY RDRINGLINGOK73456NONEISAM NOBLE SCHOLARSHIP$5,000
STREBECK ZACHARY
5855 HWY 1216ZWOLLELA71486NONEINOBLE EDUCATIONAL FUND$1,666
TAN RACHEL
4914 MORNINGTON DRSUGAR LANDTX77498NONEINOBLE EDUCATIONAL FUND$5,000
TRETT GARRETT
PO BOX 333SULPHUROK73086NONEINOBLE EDUCATIONAL FUND$5,000
WARD AVA
1846 AMERICAN ELM CTSUGAR LANDTX77479NONEINOBLE EDUCATIONAL FUND$5,000
WEN JENNIFER
1702 SOUTHERN HILLS DRARDMOREOK73401NONEINOBLE EDUCATIONAL FUND$5,000
WIGGINS HARLEE
302 S ARKANSAS STELMORE CITYOK73433NONEISAM NOBLE SCHOLARSHIP$2,500
WILLIAMS KYLER
11690 US HIGHWAY 77MARIETTAOK73448NONEISAM NOBLE SCHOLARSHIP$1,250
WILLINGHAM ETHAN
50914 E CR 1550STRATFORDOK74872NONEISAM NOBLE SCHOLARSHIP$1,250
WILLOUGHBY CALEB
4250 CR 3478ADAOK74820NONEISAM NOBLE SCHOLARSHIP$2,500
YOSHIYASU YUMI
4014 CANYON BROOK CTHOUSTONTX77059NONEINOBLE EDUCATIONAL FUND$5,000
YUSRI REX
1054 DREW LNALLENTX75013NONEINOBLE EDUCATIONAL FUND$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$48,373,229TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (69 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLEN BARRETT
7234 DOGWOOD RDARDMOREOK73401NONEISCHOLARSHIPS$20,000
ALLEN CASSIDY
788 COUNTY ROADDAVISOK73030NONEISCHOLARSHIPS$5,000
ANDREWS MADISON
10402 VALIANT KNIGHT DRIVETOMBALLTX77375NONEISCHOLARSHIPS$17,500
BEARD RUSSELL
2544 PROVENCE ROADARDMOREOK73401NONEISCHOLARSHIPS$20,000
BEHRENS MERIDETH
PO BOX 325COLBERTOK74730NONEISCHOLARSHIPS$10,000
BERSCHE AIDAN
27419 MYRTLE LAKE LANEKATYTX77494NONEISCHOLARSHIPS$20,000
BONHAM RIO
PO BOX 278TISHOMINGOOK73460NONEISCHOLARSHIPS$20,000
BORDERS SAGE
409 BRIAN DRIVESULPHUROK73086NONEISCHOLARSHIPS$15,000
BOWERMAN MATTHEW
4676 INWOOD ROADHEALDTONOK73438NONEISCHOLARSHIPS$15,000
BRAME GARRETT
409986 E 1800 RDMOYERSOK74557NONEISCHOLARSHIPS$20,000
CAPPS CARSON
6620 COUNTY ROAD 3571 LOOPADAOK74820NONEISCHOLARSHIPS$20,000
CHAMBERS TAYLOR
5889 W BOGGY DEPOT RDATOKAOK745255464NONEISCHOLARSHIPS$10,000
CLIFTON KALLIE
233 NORTH 4130 ROADSOPEROK74759NONEISCHOLARSHIPS$22,500
COCKRELL MALLORY
171 PHIL ONEAL ROADMOUNT OLIVEMS39119NONEISCHOLARSHIPS$5,000
CONNER JAYLYNN
12 TOMMY CONNER DRIVEWAYNESBOROMS39367NONEISCHOLARSHIPS$20,000
CRAWFORD MAKAYLA
9829 W RANDOLPH LAKE LNMANNSVILLEOK73447NONEISCHOLARSHIPS$10,000
DELOZIER REANNA
2221 W 8TH AVESTILLWATEROK74074NONEISCHOLARSHIPS$15,000
DETHLOFF NATHAN
10254 PRAIRIE VALLEY RDLONE GROVEOK73443NONEISCHOLARSHIPS$20,000
ERVIN KLAY
1360 KEMP ROADHENDRIXOK74741NONEISCHOLARSHIPS$5,000
GANN BRADFORD
5304 MISTCREEK CTLEAGUE CITYTX77573NONEISCHOLARSHIPS$20,000
GILL GAGE
7390 OAK CREST DRKINGSTONOK73439NONEISCHOLARSHIPS$7,500
GOU ROMY
436 W MONTICELLO CTONTARIOCA91762NONEISCHOLARSHIPS$20,000
GRIFFITH MELANIE
720 BEAUFORT ST APT 1LARAMIEWY82072NONEISCHOLARSHIPS$20,000
HARRIS MADISON
78 GOLDEN DRIVEARDMOREOK73401NONEISCHOLARSHIPS$20,000
HATCH NIZHONI
9076 W ARIZONA WAYLAKEWOODCO80232NONEISCHOLARSHIPS$20,000
HAYS KENDALL
1405 4TH AVENUE NW PMB 89ARDMOREOK73401NONEISCHOLARSHIPS$42,500
HOWE FAITH
10070 RECTOR RDSULPHUROK73086NONEISCHOLARSHIPS$20,000
HUTCHINGS PAXTON
8464 STATE ROAD 78HENDRIXOK74741NONEISCHOLARSHIPS$10,000
HUTTO RACHEL
114 S PLUM CREST CIRCLETHE WOODLANDSTX77382NONEISCHOLARSHIPS$20,000
JOPLIN BEAU
PO BOX 47ROFFOK74865NONEISCHOLARSHIPS$7,500
LEFORCE ZANE
PO BOX 203BETHELOK74724NONEISCHOLARSHIPS$5,000
LI RICHARD
1519 LEEDSCASTLE MNRSPRINGTX77379NONEISCHOLARSHIPS$17,500
LUNA BRIT
3648 WHEELER RDVALLIANTOK74764NONEISCHOLARSHIPS$20,000
MA JOLIE
1702 WARWICK CIRCLEARDMOREOK73401NONEISCHOLARSHIPS$20,000
MAHER KATIE
9795 US HWY 177ARDMOREOK73401NONEISCHOLARSHIPS$20,000
MASON KEONA
1803 OK HIGHWAY 78 EASTTISHOMINGOOK73460NONEISCHOLARSHIPS$10,000
MCKERCHIE PAYTON
16305 OLD RIVER ROADVANCLEAVEMS39565NONEISCHOLARSHIPS$10,000
MCSWEENEY OLIVER
911 BERNARD ST APT 42BDENTONTX76201NONEISCHOLARSHIPS$7,500
MILLER WILL
85 RAMPART WAY UNIT 206DENVERCO80230NONEISCHOLARSHIPS$7,500
MOORE EMMA GRACE
389 MITCHELL RDOVERBROOKOK73453NONEISCHOLARSHIPS$20,000
MORTON HUNTER
48128 ECR 1510STRATFORDOK74872NONEISCHOLARSHIPS$20,000
NEWMAN EATHAN
2227 HICKORY DRARDMOREOK73401NONEISCHOLARSHIPS$20,000
OSAYI DANIEL
13207 STABLES COURSE CTRICHMONDTX77407NONEISCHOLARSHIPS$12,500
PARKER JACOB
12503 VALLEY CLIFF CTTOMBALLTX77377NONEISCHOLARSHIPS$20,000
PATTON RYAN
10502 SOUTH REFUGE ROADTISHOMINGOOK73460NONEISCHOLARSHIPS$10,000
PROCTOR MARSHALL
PO BOX 186MADILLOK73446NONEISCHOLARSHIPS$20,000
PULLEN HALLE
PO BOX 561STRATFORDOK74872NONEISCHOLARSHIPS$20,000
PULLEN PRESLEY
PO BOX 561STRATFORDOK74872NONEISCHOLARSHIPS$20,000
RAYBURN JENTRI
5976 HEDGES ROADARDMOREOK73401NONEISCHOLARSHIPS$20,000
REYNOLDS LUKE
1015 CEDAR DRIVESULPHUROK73086NONEISCHOLARSHIPS$20,000
ROBBINS BLAKE
17492 NORTH COUNTY ROAD 3280PAULS VALLEYOK73075NONEISCHOLARSHIPS$10,000
ROTHSTEIN ETHAN
6446 JOYCE WAYDALLASTX75225NONEISCHOLARSHIPS$20,000
RUSHING SYDNEY
28032 ARROWHEAD TRAILMAGNOLIATX77355NONEISCHOLARSHIPS$20,000
SCHWERDTFEGER KARLI
10378 HWY 177STRATFORDOK74872NONEISCHOLARSHIPS$15,000
SCOTT KOLE
701 NE 210TH STREETMARLOWOK73055NONEISCHOLARSHIPS$3,750
SHELBY WILL
6514 SPARLIN ROADMADILLOK73446NONEISCHOLARSHIPS$12,500
SHETTY MALIKA
12007 CYPRESS CREEK LAKES DRCYPRESSTX77433NONEISCHOLARSHIPS$20,000
SOUTHWARD SARAH
551 JOINER CITY RDRINGLINGOK73456NONEISCHOLARSHIPS$20,000
STREBECK ZACHARY
5855 HWY 1216ZWOLLELA71486NONEISCHOLARSHIPS$5,000
TAN RACHEL
4914 MORNINGTON DRSUGAR LANDTX77498NONEISCHOLARSHIPS$20,000
TRETT GARRETT
PO BOX 333SULPHUROK73086NONEISCHOLARSHIPS$20,000
WARD AVA
1846 AMERICAN ELM CTSUGAR LANDTX77479NONEISCHOLARSHIPS$20,000
WEN JENNIFER
1702 SOUTHERN HILLS DRARDMOREOK73401NONEISCHOLARSHIPS$20,000
WIGGINS HARLEE
302 S ARKANSAS STELMORE CITYOK73433NONEISCHOLARSHIPS$15,000
WILLIAMS KYLER
11690 US HIGHWAY 77MARIETTAOK73448NONEISCHOLARSHIPS$3,750
WILLINGHAM ETHAN
50914 E CR 1550STRATFORDOK74872NONEISCHOLARSHIPS$7,500
WILLOUGHBY CALEB
4250 CR 3478ADAOK74820NONEISCHOLARSHIPS$20,000
YOSHIYASU YUMI
4014 CANYON BROOK CTHOUSTONTX77059NONEISCHOLARSHIPS$21,667
YUSRI REX
1054 DREW LANEALLENTX75013NONEISCHOLARSHIPS$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,106,667TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,791,690ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,043,745ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$336,904UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$20,059,500ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
LIMITED PARTNERSHIP INCOME901101$555,88214$1,606,411
CLASS ACTION SETTLEMENTS01$694,862
ROYALTY15$2,325,121

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$892,786UnrelatedBusinessTaxblIncmAmt
Exclusion$36,521,329ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,414,115TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT AND TAX SERVICESCategoryTxt
Amt$123,864Amt
Net Investment Income$40,747NetInvestmentIncomeAmt
Disbursements Charitable Prps$76,016DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
PART I, LINE 23OTHER EXPENSESTHE FILING ORGANIZATION UTILIZES THE SERVICES OF SOME EMPLOYEES OF ITS RELATED ENTITY, NOBLE RESEARCH INSTITUTE ("INSTITUTE"). THE SERVICES PROVIDED BY THESE EMPLOYEES ARE PROVIDED UNDER THE SHARED SERVICES AGREEMENT BETWEEN THE FILING ORGANIZATION AND THE INSTITUTE. THE EMPLOYEES PROVIDING THESE SERVICES ARE THE COMMON-LAW EMPLOYEES OF THE INSTITUTE AND ARE UNDER THE INSTITUTE'S DIRECTION AND CONTROL. THE COST OF THESE SERVICES PROVIDED UNDER THE SHARED SERVICES AGREEMENT ARE INCLUDED ON PART I, LINE 23 ADMINISTRATIVE EXPENSES.
PART VIII-B, LINE 1SUMMARY OF PROGRAM-RELATED INVESTMENTSDURING THE TAX YEARS 2020-2023, THE SAMUEL ROBERTS NOBLE FOUNDATION (FOUNDATION) MADE GRANTS TO AN ORGANIZATION OTHER THAN A CHARITABLE ORGANIZATION DESCRIBED IN SECTION 509(A)(1), (2), OR (3), OR SECTION 4940(D)(2). THOSE GRANTS TOTALING $625,000 WERE FOR PROGRAM RELATED INVESTMENTS IN THE OKLAHOMA LIFE SCIENCE FUND III, LLC (OLSF III). FOUNDATION MADE AN ADDITIONAL $250,000 PAYMENT TO OLSF III IN CALENDAR YEAR 2023, THEREBY BRINGING ITS TOTAL COMMITMENT TO THE FUND TO $875,000. FOLLOWING IS THE REQUIRED EXPENDITURE RESPONSIBILITY REPORT: NAME/ADDRESS OF GRANTEE:OKLAHOMA LIFE SCIENCES FUND III, LLC 2620 S. ZUNIS AVENUE TULSA, OK 74114 THE PURPOSE OF THE GRANTS (PROGRAM-RELATED INVESTMENTS) WERE TO ACCOMPLISH THE CHARITABLE PURPOSE OF ADVANCING RESEARCH AND DEVELOPMENT OF TECHNOLOGY IN THE LIFE SCIENCES. THE FOUNDATION CONSIDERS SUCH INVESTMENTS CRITICAL TO ADVANCING DEVELOPMENTS IN THE LIFE-SCIENCES FIELD, SO AS TO ADVANCE AGRICULTURAL AND MEDICAL RESEARCH IN OKLAHOMA, CONSISTENT WITH ITS EXEMPT PURPOSE. THE GRANTEE EXPENDED THE AMOUNTS AS IT RECEIVED THEM FROM THE FOUNDATION TO ADVANCE RESEARCH IN LIFE SCIENCES AS DISCUSSED ABOVE. TO THE KNOWLEDGE OF THE FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. THE GRANTEE PROVIDED THE FOUNDATION WITH REPORTS AND OTHER INFORMATION ON THE USE OF FUNDS THAT ENABLED THE FOUNDATION TO VERIFY COMPLIANCE WITH TERMS OF THE GRANT, AND THE PROGRESS MADE BY THE GRANTEE TOWARD ACHIEVING THE PURPOSE FOR WHICH THE GRANT WAS MADE. THE FOUNDATION BELIEVES THAT OLSF III HAS COMPLIED WITH THE TERMS OF THE GRANT, WITHOUT EXCEPTION. OLSF III IS CURRENTLY RAISING FUNDS AND IS NOT YET FULLY INVESTED. THE FOUNDATION HAS A $1,000,000 COMMITMENT TO THE FUND, $875,000 OF WHICH HAS BEEN CALLED AS OF DECEMBER 31, 2023. REPORTS AND INFORMATION/DATES: ANNUAL REPORTS ARE RECEIVED AND REVIEWED BY THE FILING ORGANIZATION. THE 2023 ANNUAL REPORT PURSUANT TO REGULATION 53.4945 WAS RECEIVED SEPTEMBER 2024. THE FOUNDATION'S AUTHORIZED AGENT REVIEWED THE REPORTS UPON RECEIPT.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE BONDS$20,702,115$20,702,115
MORTGAGE-BACKED SECURITIES$6,581,020$6,581,020
ASSET-BACKED SECURITIES$2,332,050$2,332,050

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PUBLICLY TRADED SECURITIES$360,073,126$360,073,126
MUTUAL FUNDS$110,127,932$110,127,932

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$37,200,556USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$37,200,556USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,225,432StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,225,432StateLocalSecEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemPRODUCING & NON-PRODUCING MINERAL INTEREST BASISCategoryOrItemTxt
Cost Or Other Basis$54,160CostOrOtherBasisAmt
Accumulated Depreciation$44,936AccumulatedDepreciationAmt
Book Value$9,224BookValueAmt
EOYFMV$10,451,100EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LIMITED PARTNERSHIPSFMV$433,508,329$433,508,329
OFFSHORE ALTERNATIVE INVESTMENTSFMV$46,136,712$46,136,712
REAL ESTATE FUNDFMV$14,414,704$14,414,704
BLOCKER CORPORATIONFMV$2,835,957$2,835,957

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL MATTERSCategoryTxt
Legal Fees$108,522LegalFeesAmt
Net Investment Income$53,850NetInvestmentIncomeAmt
Disbursements Charitable Prps$57,635DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INT/DIV RECEIVABLE$813,592$973,171$973,171
PROGRAM RELATED INVESTMENTS$1,013,557$1,263,557$1,263,557

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAX ACCRUALDesc
Amt$1,040,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEMBERSHIPS DUES$7,260$0$7,260
SPONSORSHIPS$13,599$0$13,599
BANK FEES$1,800$1,800$0
SOFTWARE SUBSCRIPTION$35,321$0$35,363
ADMINISTRATIVE SERVICES$528,318$88,068$443,245
D&O INSURANCE$80,209$0$82,634
SCHOLARSHIP COMMITTEE FEES$4,300$0$4,300
CONTRACT LABOR$1,198$0$1,198
OTHER K-1 EXPENSES$0$4,798,022$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
LIMITED PARTNERSHIP INCOME$2,162,293$1,574,873$0
CLASS ACTION SETTLEMENTS$694,862$694,862$0
ROYALTY$2,325,121$2,411,842$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTDesc
Amt$74,615,996Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAXESDesc
BOY Book Value$2,940,000BOYBookValueAmt
EOY Book Value$3,980,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGER FEES$4,295,453$4,295,453$0
PROFESSIONAL ADVISORY SVCS$27,550$0$27,550

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
990PF CURRENT EXCISE TAX$458,121$0$0
UBI TAX$106,198$0$0
FOREIGN TAXES$0$436,297$0
STATE UBIT TAX$132,883$0$0

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NOBLE RESEARCH INSTITUTE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12510 SAM NOBLE PARKWAYAddressLine1Txt
CityARDMORECityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd
FieldValueIRS element (for citing)
EIN730606209EIN
DescTHERE WERE NO TRANSFERS FROM THE CONTROLLED ENTITY IN 2023.Desc
Amt$34,895,329Amt
FieldValueIRS element (for citing)
Total$0TotalAmt

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NOBLE RESEARCH INSTITUTE LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12510 SAM NOBLE PARKWAYAddressLine1Txt
CityARDMORECityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd
FieldValueIRS element (for citing)
EIN730606209EIN
DescFOUNDATION MADE A GRANT OF $34,000,000 & REIMBURSED EXP OF $895,329 PURSUANT TO SHARED SERVICE AGMT.Desc
Amt$34,895,329Amt
FieldValueIRS element (for citing)
Total$34,895,329TotalAmt