MAXINE AND JACK ZARROW FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MAXINE AND JACK ZARROW FAMILY FOUNDATION (EIN 31-6640903)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349101618
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T10:57:33-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 SOUTH UTICA PL SUITE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316640903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXINE AND JACK ZARROW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXI | BusinessNameControlTxt |
| Phone | 9182958000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SOUTH BOSTON AVENUE 2700 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741034012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE COCHRAN | PersonNm |
| Person Title | MANAGING DIRECTOR | PersonTitleTxt |
| Phone | 9182958000 | PhoneNum |
| Signature | 2024-08-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN BOLIN | PreparerPersonNm |
| PTIN | P01238915 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2024-08-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $77,753,368 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,697,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,697,990 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $687,278 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,857,835 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $687,278 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,385,268 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,385,268 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,958 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,979 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,979 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,345 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,672 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,673 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,310 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,310 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $535,347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $266,416 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $260,090 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $594,960 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $303,377 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $282,742 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,938,406 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,938,406 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,533,366 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $303,377 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,221,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,148,098 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,081,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,735 | CashBOYAmt |
| Cash EOY | $47,080 | CashEOYAmt |
| Cash EOYFMV | $47,080 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,380,538 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $873,937 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $873,937 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,004,552 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,239,513 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,286,105 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $39,418,634 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,171,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $66,350,763 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,000,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,350,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,195,483 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $33,123 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,123 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $358 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $51,825,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,681,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,753,368 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $39,782 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $43,986 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $39,782 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,986 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $51,786,035 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $50,637,937 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $51,786,035 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,637,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $51,825,817 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,681,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $51,786,035 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,148,098 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,637,937 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,637,937 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $3,857,835 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,170,557 | CostOrOtherBasisAmt |
| Gain Or Loss | $687,278 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $687,278 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $687,278 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,938 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,938 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,303 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,303 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,365 | OverpaymentAmt |
| Applied To ES Tax | $10,365 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ZARROW.COM | WebsiteAddressTxt |
| Individual With Books | ZARROW FAMILY OFFICE LLC | IndividualWithBooksNm |
| Phone | 9182958000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SOUTH BOSTON AVE SUITE 900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741034012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GAIL RICHARDS | ||||||||
| 401 SOUTH BOSTON AVE SUITE 900 | TULSA | OK | 741034012 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ERIC RICHARDS | ||||||||
| 401 SOUTH BOSTON AVE SUITE 900 | TULSA | OK | 741034012 | VP/SECRETARY | 0.00 | $0 | $0 | $0 |
| HILARY ZARROW | ||||||||
| 401 SOUTH BOSTON AVE SUITE 900 | TULSA | OK | 741034012 | VP/TREASURER/ASST SECRETAR | 0.00 | $0 | $0 | $0 |
| STEVE COCHRAN | ||||||||
| 401 SOUTH BOSTON AVE SUITE 900 | TULSA | OK | 741034012 | ASSISTANT TREASURER | 0.00 | $0 | $0 | $0 |
| ALISON ZARROW | ||||||||
| 401 SOUTH BOSTON AVE SUITE 900 | TULSA | OK | 741034012 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| RACHEL ZARROW | ||||||||
| 401 SOUTH BOSTON AVE SUITE 900 | TULSA | OK | 741034012 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MAXINE ZARROW | ||||||||
| 401 SOUTH BOSTON AVE SUITE 900 | TULSA | OK | 741034012 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| REBECCA RICHARDS | ||||||||
| 401 SOUTH BOSTON AVE SUITE 900 | TULSA | OK | 741034012 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $68,449,445 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,183,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,892,191 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,524,973 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,524,973 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,102,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $72,422,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,621,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,621,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,938 | TotalTaxAmt |
| Distributable Before Adj | $3,592,167 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,592,167 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,592,167 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,221,148 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,221,148 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,592,167 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $927,586 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,687,425 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,371,108 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,215,436 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $6,201,555 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,221,148 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,221,148 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $371,019 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $371,019 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,830,536 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $556,567 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,273,969 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,687,425 | ExcessFromYear4Amt |
| Excess From Year3 | $1,371,108 | ExcessFromYear3Amt |
| Excess From Year2 | $2,215,436 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BILL MAJOR EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SOUTH BOSTON AVE SUITE 900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741034012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9182958000 | RecipientPhoneNum |
| Form And Info And Materials | A WRITTEN DESCRIPTION OF THE PROGRAM AND EVIDENCE OF TAX EXEMPTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY TULSA AREA, TO PUBLICLY SUPPORTED EXEMPT ORGANIZATIONS PROVIDING RELIEF TO THE POOR, DISTRESSED, UNDERPRIVILEGED, ETC. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABILITY RESOURCES | ||||||||||||
| 110 W 7TH STREET SUITE 200 | TULSA | OK | 74119 | PC | GENERAL OPERATING EXPENSES | $7,500 | ||||||
| THE APPEAL | ||||||||||||
| PO BOX 3711 | LANDERS | CA | 92285 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| ASSISTANCE LEAGUE OF TULSA | ||||||||||||
| 5350 EAST 31ST STREET | TULSA | OK | 74135 | PC | OPERATION SCHOOL BELL | $25,000 | ||||||
| THE ASSOCIATED JEWISH FEDERATION OF BALTIMORE | ||||||||||||
| 101 W MOUNT ROYAL AVE | BALTIMORE | MD | 21201 | PC | EMERGENCY FUND FOR ISRAEL, IN MEMORY OF SHELDON GOLDSEKER | $500 | ||||||
| BIT BY BIT THERAPEUTIC RIDING CENTER INC | ||||||||||||
| 14674 S HIGHWAY 169 | OOLOGAH | OK | 74053 | PC | SADDLE UP GET RIPPED FOR BIT BY BIT 2023 | $1,000 | ||||||
| BLITZ UNITED SOCCER CLUB | ||||||||||||
| 4931 S MINGO RD STE A | TULSA | OK | 74146 | PC | SCHOLARSHIP FUND SUPPORT | $1,500 | ||||||
| B'NAI BUTTE | ||||||||||||
| PO BOX 2537 | CRESTED BUTTE | CO | 81224 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| B'NAI EMUNAH CONGREGATION | ||||||||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | OPERATING EXPENSES | $1,000 | ||||||
| B'NAI EMUNAH CONGREGATION | ||||||||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | EARTHQUAKE RELIEF - TURKEY AND SYRIA | $20,000 | ||||||
| B'NAI EMUNAH CONGREGATION | ||||||||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | RABBI'S RETIREMENT FUND | $3,000 | ||||||
| B'NAI EMUNAH CONGREGATION | ||||||||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | OPERATING EXPENSES | $30,000 | ||||||
| B'NAI EMUNAH CONGREGATION | ||||||||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | NEW PARKING LOT AT CONGREGATION BNAI EMUNAH | $200,000 | ||||||
| BOTTOM LINE INC | ||||||||||||
| 500 AMORY STREET STE 3 | BOSTON | MA | 02130 | PC | BOTTOM LINE CHICAGO RISE UP, IN HONOR OF ALEJANDRO LONGORIA | $2,500 | ||||||
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||||||||
| 840 FIRST STREET NE | WASHINGTON | DC | 20002 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| 108 CONTEMPORARY | ||||||||||||
| 108 EAST RECONCILIATION WAY | TULSA | OK | 74135 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| 108 CONTEMPORARY | ||||||||||||
| 108 EAST RECONCILIATION WAY | TULSA | OK | 74135 | PC | OPERATING EXPENSES | $250 | ||||||
| BRIDGES FOUNDATION THE | ||||||||||||
| 1813 N ASH ST | JENKS | OK | 74037 | PC | BRIDGES SUMMER CAMP | $25,000 | ||||||
| CAMP KESEM NATIONAL | ||||||||||||
| 10586 WEST PICO BOULEVARD 196 | LOS ANGELES | CA | 90064 | PC | CAMP KESEM AT STANFORD | $16,000 | ||||||
| CENTER FOR THE ARTS | ||||||||||||
| 606 SIXTH ST | CRESTED BUTTE | CO | 81224 | PC | SPONSORSHIP OF THE 2023 ALPENGLOW SUMMER CONCERT SERIES | $15,000 | ||||||
| CHABAD OF LINCOLN PARK | ||||||||||||
| 1962 N BISSEL STREET 2 | CHICAGO | IL | 60614 | PC | CHALLAH | $5,000 | ||||||
| CHI-CARE | ||||||||||||
| 2711 N HALSTED ST | CHICAGO | IL | 60614 | PC | MEALS TO FEED MIGRANTS AT THE 18TH DISTRICT STATION | $5,000 | ||||||
| CLAREHOUSE | ||||||||||||
| 7617 S MINGO RD | TULSA | OK | 74133 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| CLUBHOUSE TULSA | ||||||||||||
| 925 S YALE AVE | TULSA | OK | 74112 | PC | IN HONOR OF MAX PARKER | $1,000 | ||||||
| COMMUNITIES UNITED FOR RESTORATIVE YOUTH JUSTICE | ||||||||||||
| 490 LAKE PARK AVE STE 16086 | OAKLAND | CA | 94610 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| CONGREGATION EMANU-EL | ||||||||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | TZEDEK COUNCIL/SOCIAL JUSTICE PROJECTS | $50,000 | ||||||
| CONGREGATION EMANU-EL | ||||||||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | TZEDEK COLLECTIVE UKRAINIAN RESETTLEMENT | $10,000 | ||||||
| CONGREGATION EMANU-EL | ||||||||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | TZEDEK COLLECTIVE UKRAINIAN RESETTLEMENT | $10,000 | ||||||
| CONGREGATION EMANU-EL | ||||||||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | TZEDEK COLLECTIVE UKRAINIAN RESETTLEMENT | $10,000 | ||||||
| CONGREGATION EMANU-EL | ||||||||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | IMPACT EMANU-EL FUND | $5,000 | ||||||
| CONGREGATION EMANU-EL | ||||||||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | NEXT FUND | $6,500 | ||||||
| CONTEMPORARY JEWISH MUSEUM | ||||||||||||
| 736 MISSION ST | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATING EXPENSES | $1,000 | ||||||
| CREATIVITY EXPLORED | ||||||||||||
| 3245 16TH STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| CROP ORGANIZATION | ||||||||||||
| 2511 ADELINE STREET | OAKLAND | CA | 94607 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| CRYSTAL BRIDGES MUSEUM OF AMERICAN ART INC | ||||||||||||
| 600 MUSEUM WAY | BENTONVILLE | AR | 72712 | PC | THE PARTY 2023 | $4,600 | ||||||
| ELEVATED ACCESS INC | ||||||||||||
| PO BOX 6806 | CHAMPAIGN | IL | 61826 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ELLA BAKER CENTER FOR HUMAN RIGHTS | ||||||||||||
| 1419 34TH AVENUE SUITE 202 | OAKLAND | CA | 94601 | PC | GENERAL OPERATING EXPENSES | $10,000 | ||||||
| ESSIE JUSTICE GROUP | ||||||||||||
| 1700 BROADWAY STE 200 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| FAMILIES AGAINST MANDATORY MINIMUMS | ||||||||||||
| 1100 H STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| FAMILY & CHILDREN'S SERVICES INC | ||||||||||||
| LEGACY PLAZA 5310 E 31ST ST SUITE | TULSA | OK | 741355018 | PC | NAVIGATE PROGRAM | $50,000 | 800 | |||||
| FAMILY SAFETY CENTER | ||||||||||||
| 600 CIVIC CTR SUITE 108 | TULSA | OK | 74103 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| FRANCIS W PARKER SCHOOL | ||||||||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | PC | MATHEMATICS ENDOWMENT ($70,000) AND PARKER FUND ($30,000) | $44,000 | ||||||
| GREENWOOD CULTURAL CENTER | ||||||||||||
| 322 NORTH GREENWOOD AVENUE | TULSA | OK | 74120 | PC | LEGACY AWARD DINNER 2023 | $5,000 | ||||||
| HASIDAH | ||||||||||||
| PO BOX 9531 | BERKELEY | CA | 94709 | PC | GENERAL OPERATING EXPENSES | $5,000 | ||||||
| HAWAII COMMUNITY FOUNDATION | ||||||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | MAUI STRONG FUND | $5,000 | ||||||
| HILLEL AT STANFORD | ||||||||||||
| PO BOX 20526 | STANFORD | CA | 94309 | PC | GENERAL OPERATING SUPPORT | $2,500 | ||||||
| HILLEL AT STANFORD | ||||||||||||
| PO BOX 20526 | STANFORD | CA | 94309 | PC | GENERAL OPERATING EXPENSES | $15,000 | ||||||
| HILLEL JEWISH STUDENT CENTER AT OU | ||||||||||||
| 15524 ROSEDOWN DRIVE | OKLAHOMA CITY | OK | 73170 | PC | CAPITAL CAMPAIGN | $5,000 | ||||||
| HILLEL JEWISH STUDENT CENTER AT OU | ||||||||||||
| 15524 ROSEDOWN DRIVE | OKLAHOMA CITY | OK | 73170 | PC | GENERAL OPERATING SUPPORT | $20,000 | ||||||
| HOLLAND HALL SCHOOL | ||||||||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | 4TH GRADE SCIENCE CLUB | $1,000 | ||||||
| HOLLAND HALL SCHOOL | ||||||||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | FOUNDERS GUILD CONTRIBUTION | $5,000 | ||||||
| HOLLAND HALL SCHOOL | ||||||||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | TRIVIA NIGHT 2023 ADDITIONAL SUPPORT | $250 | ||||||
| HOLLAND HALL SCHOOL | ||||||||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | GENERAL OPERATING SUPPORT | $6,000 | ||||||
| HOLLAND HALL SCHOOL | ||||||||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | TRIVIA NIGHT 2023 | $118 | ||||||
| HOLLAND HALL SCHOOL | ||||||||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | ARTWORKS 2023 | $1,500 | ||||||
| HOLLAND HALL SCHOOL | ||||||||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | CREATION OF ARCHITECTURAL CONCEPTUAL RENDERINGS FOR THE UPCOMING MIDDLE SCHOOL CAPITAL CAMPAIGN | $30,000 | ||||||
| HOLLAND HALL SCHOOL | ||||||||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | ANNUAL FUND | $1,000 | ||||||
| INSIGHT GARDEN PROGRAM | ||||||||||||
| PO BOX 19669 | SACRAMENTO | CA | 95819 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| IRON GATE INC | ||||||||||||
| 501 W ARCHER ST | TULSA | OK | 74103 | PC | GENERAL OPERATING SUPPORT | $37,500 | ||||||
| JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES | ||||||||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | 2023 ISRAEL EMERGENCY FUND | $100,000 | ||||||
| JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA | ||||||||||||
| 121 STEUART ST STE 301 | SAN FRANCISCO | CA | 94105 | PC | GENERAL OPERATING SUPPORT | $1,000 | ||||||
| JEWISH FAMILY & CHILDRENS SERVICES | ||||||||||||
| 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| JEWISH FEDERATION OF TULSA | ||||||||||||
| 2021 EAST 71ST STREET | TULSA | OK | 74136 | PC | 2023 SHERWIN MILLER MUSEUM ANNUAL GALA | $2,500 | ||||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH ST | NEW YORK | NY | 10001 | PC | 2023 CONTRIBUTION | $3,600 | ||||||
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | ||||||||||||
| 30 S WELLS ST ROOM 5132 | CHICAGO | IL | 60606 | PC | ISRAEL EMERGENCY FUND | $100,000 | ||||||
| JOHN HOPE FRANKLIN CENTER FOR RECONCILIATION INC | ||||||||||||
| 535 N GREENWOOD AVE | TULSA | OK | 74106 | PC | 2023 RECONCILIATION IN AMERICA NATIONAL SYMPOSIUM | $10,000 | ||||||
| LIFT TO RISE | ||||||||||||
| 73-710 FRED WARING DR STE 100 | PALM DESERT | CA | 92260 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| MAYO CLINIC | ||||||||||||
| 200 FIRST ST SW SIEBENS 9 | ROCHESTER | MN | 55905 | PC | TO ESTABLISH, NAME, AND ENDOW THE MAXINE F. ZARROW FUND IN MICROBIOME RESEARCH AT THE MAYO CLINIC CENTER FOR INDIVIDUALIZED MEDICINE | $600,000 | ||||||
| MENTAL HEALTH ASSOCIATION OKLAHOMA | ||||||||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 74135 | PC | CARNIVALE 2023 | $28,000 | ||||||
| MENTAL HEALTH ASSOCIATION OKLAHOMA | ||||||||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 74135 | PC | SPONSORSHIP OF THE 2023 ZARROW MENTAL HEALTH SYMPOSIUM | $30,000 | ||||||
| MENTAL HEALTH ASSOCIATION OKLAHOMA | ||||||||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 74135 | PC | WALKER HALL TRANSITIONAL LIVING PROGRAM | $40,000 | ||||||
| MISHKAN CHICAGO | ||||||||||||
| 4001 N RAVENSWOOD UNIT 101 | CHICAGO | IL | 60613 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| MISHKAN CHICAGO | ||||||||||||
| 4001 N RAVENSWOOD UNIT 101 | CHICAGO | IL | 60613 | PC | RABBI LIZZI HEYDEMANN'S DISCRETIONARY FUND | $10,000 | ||||||
| MOUNT TAMALPAIS COLLEGE | ||||||||||||
| PO BOX 492 | SAN QUENTIN | CA | 94964 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| NATIONAL ALOPECIA AREATA FOUNDATION | ||||||||||||
| 65 MITCHELL BLVD SUITE 200-B | SAN RAFAEL | CA | 94903 | PC | THE ASCOT FUND | $5,000 | ||||||
| NEW VENTURE FUND | ||||||||||||
| 1828 L STREET NW | WASHINGTON | DC | 20036 | PC | THE CLEAN SLATE INITIATIVE GENERAL OPERATING SUPPORT | $5,000 | ||||||
| NEW YORK LEGAL ASSISTANCE GROUP | ||||||||||||
| 100 PEARL STREET 19TH FLOOR | NEW YORK CITY | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $500 | ||||||
| OKLAHOMA APPLESEED CENTER FOR LAW AND JUSTICE INC | ||||||||||||
| 110 S HARTFORD AVE STE 1008 | TULSA | OK | 74120 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| OKLAHOMA POLICY INC | ||||||||||||
| 907 S DETROIT SUITE 1005 | TULSA | OK | 74120 | PC | GENERAL OPERATING SUPPORT | $15,000 | ||||||
| OKLAHOMA PROJECT WOMAN INC | ||||||||||||
| 7146 S BRADEN AVE STE 300 | TULSA | OK | 74136 | PC | PINK RIBBON TULSA 2023 | $2,500 | ||||||
| OPEN DOOR LEGAL | ||||||||||||
| 60 OCEAN AVE | SAN FRANCISCO | CA | 94112 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 THIRD AVE STE 1501 | NEW YORK | NY | 10017 | PC | SHAHARIT DAYBREAK (58-0543361) | $2,450 | ||||||
| PEAK GRANTMAKING INC | ||||||||||||
| 1701 PENNSYLVANIA AVE NW SUITE 200 | WASHINGTON | DC | 20006 | PC | 2023-2024 MEMBER CONTRIBUTION | $1,250 | ||||||
| PHILANTHROPY SOUTHWEST | ||||||||||||
| 3000 PEGASUS PARK DRIVE STE 706 | DALLAS | TX | 75247 | PC | DONATION | $2,800 | ||||||
| PHILBROOK MUSEUM OF ART | ||||||||||||
| PO BOX 52510 | TULSA | OK | 74152 | PC | OPERATING EXPENSES | $703 | ||||||
| PLANNED PARENTHOOD NORTHERN CALIFORNIA | ||||||||||||
| 2185 PACHECO ST | CONCORD | CA | 94520 | PC | GENERAL OPERATING SUPPORT | $25,000 | ||||||
| PLANNED PARENTHOOD GREAT PLAINS | ||||||||||||
| 4401 W 109TH STREET | OVERLAND PARK | KS | 66211 | PC | GENERATIONS STRONG 2023 | $2,500 | ||||||
| PLANNED PARENTHOOD GREAT PLAINS | ||||||||||||
| 4401 W 109TH STREET | OVERLAND PARK | KS | 66211 | PC | GENERAL OPERATING SUPPORT | $50,000 | ||||||
| REPRODUCTIVE FREEDOM FOR ALL FOUNDATION | ||||||||||||
| 1725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| RESTORE HOPE MINISTRIES INC | ||||||||||||
| 2960 CHARLES PAGE BLVD | TULSA | OK | 74127 | PC | HOMELESS PREVENTION INITIATIVE | $10,000 | ||||||
| ROCKY MOUNTAIN BIOLOGICAL LABORATORY | ||||||||||||
| PO BOX 519 | CRESTED BUTTE | CO | 81224 | PC | GENERAL OPERATING EXPENSES | $2,000 | ||||||
| RONALD MCDONALD HOUSE CHARITIES OF TULSA INC | ||||||||||||
| 6102 S HUDSON AVE | TULSA | OK | 74136 | PC | THE BASH 2023 | $500 | ||||||
| SAN FRANCISCO HILLEL | ||||||||||||
| 33 BANBURY DR | SAN FRANCISCO | CA | 94132 | PC | GENERAL OPERATING SUPPORT | $3,500 | ||||||
| JEWISH FILM INSTITUTE | ||||||||||||
| 145 NINTH STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | PC | 2023 NEXT WAVE PROGRAM | $25,000 | ||||||
| THE SENTENCING PROJECT | ||||||||||||
| PHYSICAL 1705 DESALES ST NW 8TH | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $5,000 | FLOOR | |||||
| SF-MARIN FOOD BANK | ||||||||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | PC | GENERAL OPERATING EXPENSES | $1,000 | ||||||
| SHARSHERET INC | ||||||||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | PC | IN HONOR OF LEAH JONES | $250 | ||||||
| SHE-CAN INC | ||||||||||||
| PO BOX 876 | MILL VALLEY | CA | 94942 | PC | GENERAL OPERATING EXPENSES | $1,000 | ||||||
| SINAI ASSISTED HOUSING FOUNDATION INC | ||||||||||||
| 3100 MILITARY RD NW | WASHINGTON | DC | 20015 | PC | GIFT IN MEMORY OF TRICIA DAVIS FOR SPONSORSHIP OF THE TRICIA DAVIS 5K WALK/RUN FOR SINAI HOUSE | $5,000 | ||||||
| SISU YOUTH INC | ||||||||||||
| 3131 N PENNSYLVANIA AVENUE | OKLAHOMA CITY | OK | 73112 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| SAINT SIMEON'S EPISCOPAL HOME FOUNDATION | ||||||||||||
| 3701 N MARTIN LUTHER KING JR BLVD | TULSA | OK | 74106 | PC | WESTERN DAYS 2023 | $5,000 | ||||||
| STEPPENWOLF THEATER CO | ||||||||||||
| 1700 N HALSTED ST | CHICAGO | IL | 60614 | PC | GENERAL OPERATING EXPENSES | $1,300 | ||||||
| SUPPORTERS OF FAMILIES WITH SICKLE CELL DISEASE INC (SFSCD) | ||||||||||||
| P O BOX 691293 PO BOX 691293 | TULSA | OK | 74169 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| TEMPLE ISRAEL | ||||||||||||
| 2004 E 22ND PL | TULSA | OK | 74114 | PC | OPERATING EXPENSES | $6,000 | ||||||
| TEMPLE ISRAEL | ||||||||||||
| 2004 E 22ND PL | TULSA | OK | 74114 | PC | CEMETERY BEAUTIFICATION FUND | $10,000 | ||||||
| TIBA FOUNDATION | ||||||||||||
| 344 THOMAS L BERKELEY WAY D9 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING EXPENSES | $1,000 | ||||||
| TOWN & COUNTRY SCHOOL | ||||||||||||
| 8906 E 34TH STREET | TULSA | OK | 74145 | PC | FINANCIAL ASSISTANCE PROGRAM | $35,000 | ||||||
| TULSA AREA UNITED WAY | ||||||||||||
| 1430 S BOULDER AVE | TULSA | OK | 74119 | PC | OPERATING EXPENSES (DE TOQUEVILLE SOCIETY) | $20,000 | ||||||
| TULSA CARES | ||||||||||||
| 3712 EAST 11TH ST | TULSA | OK | 74112 | PC | 2023 RED RIBBON GALA | $8,800 | ||||||
| TULSA COMMUNITY FOUNDATION | ||||||||||||
| 7030 S YALE AVE | TULSA | OK | 74136 | PC | WIND STORM RELIEF FUND | $20,000 | ||||||
| TULSA COMMUNITY FOUNDATION | ||||||||||||
| 7030 S YALE AVE | TULSA | OK | 74136 | PC | HABIT MURAL FESTIVAL FUND | $10,000 | ||||||
| TULSA COMMUNITY FOUNDATION | ||||||||||||
| 7030 S YALE AVE | TULSA | OK | 74136 | PC | TULSA JEWISH COMMUNITY FUND, FOR TULSA TOMORROW | $5,000 | ||||||
| TULSA DAY CENTER INC | ||||||||||||
| PO BOX 1019 | TULSA | OK | 741011019 | PC | THE BLUE TEAM | $10,000 | ||||||
| TULSA DAY CENTER INC | ||||||||||||
| PO BOX 1019 | TULSA | OK | 741011019 | PC | THE BLUE TEAM | $24,500 | ||||||
| TULSA DAY CENTER INC | ||||||||||||
| PO BOX 1019 | TULSA | OK | 741011019 | PC | THE BLUE TEAM | $15,000 | ||||||
| TULSA DAY CENTER INC | ||||||||||||
| PO BOX 1019 | TULSA | OK | 741011019 | PC | HEART OF HENRY 2023 | $4,660 | ||||||
| TULSA DAY CENTER INC | ||||||||||||
| PO BOX 1019 | TULSA | OK | 741011019 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| TULSA DAY CENTER INC | ||||||||||||
| PO BOX 1019 | TULSA | OK | 741011019 | PC | THE BLUE TEAM | $15,000 | ||||||
| TULSA HISTORICAL SOCIETY | ||||||||||||
| 2445 SOUTH PEORIA | TULSA | OK | 74114 | PC | TULSA HALL OF FAME 2023 | $4,400 | ||||||
| TULSA LIBRARY TRUST | ||||||||||||
| PO BOX 1319 | TULSA | OK | 74101 | PC | FESTIVAL OF WORDS | $5,000 | ||||||
| TURN 2 U INC | ||||||||||||
| 548 MARKET STREET PMB 70892 | SAN FRANCISCO | CA | 94104 | PC | THE LAST MILE GENERAL OPERATING EXPENSES | $2,500 | ||||||
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PC | GENERAL OPERATING SUPPORT | $5,000 | ||||||
| US HOLOCAUST MEMORIAL MUSEUM MIDWEST REGIONAL OFFICE | ||||||||||||
| PO BOX 1852 | HIGHLAND PARK IL | IL | 600357852 | PC | NEXT GENERATION CHICAGO | $500 | ||||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5235 S HARPER COURT | CHICAGO | IL | 60615 | PC | UNIVERSITY OF CHICAGO WOMEN'S BOARD | $2,500 | ||||||
| UNIVERSITY OF CHICAGO | ||||||||||||
| 5235 S HARPER COURT | CHICAGO | IL | 60615 | PC | CLASS OF 1997 SCHOLARSHIP FUND, IN HONOR OF CHASE CHAVIN | $1,000 | ||||||
| UNIVERSITY OF OKLAHOMA - TULSA | ||||||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | PC | MENTAL HEALTH STIPEND PROGRAM FOR OU-TULSA MASTER OF SOCIAL WORK STUDENTS | $16,000 | ||||||
| UNIVERSITY OF PENNSYLVANIA | ||||||||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | PC | RICHARDS/ZARROW FUND FOR ACADEMICALLY BASED COMMUNITY SERVICE (ABCS) AND UNIVERSITY-ASSISTED COMMUNITY SCHOOLS (UACS), AT THE BARBARA AND EDWARD NETTER CENTER FOR COMMUNITY PARTNERSHIPS | $20,000 | ||||||
| UNIVERSITY OF TEXAS FOUNDATION | ||||||||||||
| 9011 MOUNTAIN RIDGE SUITE 150 | AUSTIN | TX | 78759 | PC | 2023 MD ANDERSON SPRINT FOR LIFE, BENEFITING THE BLANTON-DAVIS OVARIAN CANCER RESEARCH PROGRAM, IN MEMORY OF SANDRA DAVIS | $5,000 | ||||||
| UNIVERSITY OF TEXAS FOUNDATION | ||||||||||||
| 9011 MOUNTAIN RIDGE SUITE 150 | AUSTIN | TX | 78759 | PC | ODEN INSTITUTE FOR COMPUTATIONAL ENGINEERING AND SCIENCES, FOR THE RESEARCH OF DR. MORIBA JAH | $7,500 | ||||||
| UNIVERSITY OF TULSA THE | ||||||||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | PC | ENDOWMENT CAMPAIGN FOR THE MAINTENANCE AND OPERATIONS OF THE NEW ADDITION TO GILCREASE MUSEUM | $500,000 | ||||||
| UNIVERSITY OF TULSA THE | ||||||||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | PC | KWGS | $2,500 | ||||||
| VALEO COMMUNITY RESIDENCE PROGRAM | ||||||||||||
| 5401 SW 7TH ST | TOPEKA | KS | 66606 | PC | GENERAL OPERATING EXPENSES | $25,000 | ||||||
| VALEO COMMUNITY RESIDENCE PROGRAM | ||||||||||||
| 5401 SW 7TH ST | TOPEKA | KS | 66606 | PC | UNMASKING STIGMA 2023 | $4,475 | ||||||
| VALEO COMMUNITY RESIDENCE PROGRAM | ||||||||||||
| 5401 SW 7TH ST | TOPEKA | KS | 66606 | PC | CRP CLIENT ACTIVITIES | $10,000 | ||||||
| VIZAVANCE INC | ||||||||||||
| 2506B E 21ST STREET | TULSA | OK | 74114 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| VOLUNTEERS OF AMERICA OKLAHOMA (VOAOK) | ||||||||||||
| 9605 E 61ST STREET | TULSA | OK | 74133 | PC | PERMANENT SUPPORTIVE HOUSING | $20,000 | ||||||
| YALE LAW SCHOOL | ||||||||||||
| P O BOX 208329 | NEW HAVEN | CT | 065208329 | PC | YALE LAW SCHOOL ANNUAL FUND | $12,500 | ||||||
| YOUTH SERVICES OF TULSA | ||||||||||||
| 311 S MADISON AVE | TULSA | OK | 74120 | PC | STREET OUTREACH SERVICES | $35,000 | ||||||
| YWCA OF TULSA | ||||||||||||
| 1910 S LEWIS AVE | TULSA | OK | 74104 | PC | FREE AND ACCESSIBLE SWIM COURSES FOR 24 STUDENTS | $2,500 | ||||||
| ZARROW POINTE | ||||||||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | HOLIDAY FUND | $5,000 | ||||||
| ZARROW POINTE | ||||||||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | FINANCIAL ASSISTANCE FUND | $50,000 | ||||||
| JGIVE FRIENDS OF ADOR FUND USA INC | ||||||||||||
| PC | BEYACHAD FOR ISRAEL | $13,500 | 24 HEBRON RD | JVP MEDIA QUARTER | JERUSALEM | IS | 91087 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,938,406 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRANCIS W PARKER SCHOOL | ||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | PC | MATHEMATICS ENDOWMENT ($70,000) AND PARKER FUND ($30,000) | $56,000 |
| MAYO CLINIC | ||||||
| 200 FIRST ST SW SIEBENS 9 | ROCHESTER | MN | 55905 | PC | TO ESTABLISH, NAME, AND ENDOW THE MAXINE F. ZARROW FUND IN MICROBIOME RESEARCH AT THE MAYO CLINIC CENTER FOR INDIVIDUALIZED MEDICINE | $1,800,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | PC | RICHARDS/ZARROW FUND FOR ACADEMICALLY BASED COMMUNITY SERVICES (ABCS) AND UNIVERSITY-ASSISTED COMMUNITY SCHOOLS (UACS), AT THE BARBARA AND EDWARD NETTER CENTER FOR COMMUNITY PARTNERSHIPS | $60,000 |
| UNIVERSITY OF TULSA THE | ||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | PC | ENDOWMENT CAMPAIGN FOR THE MAINTENANCE AND OPERATIONS OF THE NEW ADDITION TO GILCREASE MUSEUM | $2,000,000 |
| ZARROW POINTE | ||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | FINANCIAL ASSISTANCE FUND | $250,000 |
| ZARROW POINTE | ||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | ZARROW POINTE EXPANSION PROJECT | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,666,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,697,990 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $687,278 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,385,268 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,385,268 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $27,958 | Amt |
| Net Investment Income | $13,979 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,979 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-B QUESTIONS 1A(3) AND 1A(4): | FormAndLineReferenceDesc |
| Medium Explanation | THE MAXINE AND JACK ZARROW FOUNDATION OCCUPIES, AT NO CHARGE OFFICE SPACE LEASED BY THE ZARROW FAMILY OFFICE, LLC. THE FOUNDATION PAID OVERHEAD EXPENSE OF $489,323 TO REIMBURSE THE ZARROW FAMILY OFFICE, LLC FOR EXPENSES ASSOCIATED WITH THE MANAGEMENT OF INVESTMENTS, BOOKKEEPING, FINANCIAL ACCOUNTING AND THE MAKING OF GRANTS TO DONEE ORGANIZATIONS | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FOREIGN BONDS | $5,100,000 | $4,947,201 |
| CERTIFICATES OF DEPOSIT | $250,000 | $248,282 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $37,933,847 | $58,745,763 |
| COMMON STOCK | $1,237,546 | $7,605,000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,239,513 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,286,105 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $6,627 | $3,314 | $3,313 |
| INSURANCE | $16,030 | $8,015 | $8,015 |
| OVERHEAD EXPENSE ALLOCATION | $489,323 | $247,823 | $241,500 |
| MEALS AND ENTERTAINMENT | $2,977 | $744 | $744 |
| MISCELLANEOUS | $1,106 | $553 | $553 |
| PROFESSIONAL DEVELOPMENT | $929 | $465 | $464 |
| EVENT TICKETS | $6,994 | $0 | $0 |
| ADVERTISING | $10 | $5 | $5 |
| TRAVEL EXPENSE | $10,751 | $5,376 | $5,375 |
| AUTO EXPENSE | $242 | $121 | $121 |
| AMORTIZATION | $358 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $17,345 | Amt |
| Net Investment Income | $8,672 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,673 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $14,310 | Amt |
| Net Investment Income | $14,310 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |