MAXINE AND JACK ZARROW FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MAXINE AND JACK ZARROW FAMILY FOUNDATION (EIN 31-6640903)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-31
- IRS object ID
- 202322129349100117
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-31T14:44:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 900 | 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 | 2023-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVE | PersonFirstNm |
| Person Last | COCHRAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | MEGAN COURTNEY | PreparerPersonNm |
| PTIN | P01571790 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2023-07-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,967,758 | 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 | $16,080,626 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,383,876 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,383,876 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,500,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,464,502 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,383,876 | 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 |
| Legal Fees Rev And Expnss | $1,186 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $593 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $593 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,732 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,366 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,366 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,912 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,956 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,956 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $105,059 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,773 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $453,798 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $235,311 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $209,322 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $596,687 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $268,999 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $228,237 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,202,952 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,202,952 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,799,639 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $268,999 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,431,189 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,664,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,114,877 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,731 | CashBOYAmt |
| Cash EOY | $21,735 | CashEOYAmt |
| Cash EOYFMV | $21,735 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,056,958 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,380,538 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,380,538 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,004,552 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,994,692 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,292,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,418,634 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $56,737,121 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,750,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,000,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,833,314 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $33,123 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,765 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,075 | LandBOYAmt |
| Land EOY | $358 | LandEOYAmt |
| Land EOYFMV | $358 | LandEOYFMVAmt |
| Total Assets BOY | $38,153,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,825,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,967,758 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $32,382 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $39,782 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $32,382 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,782 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $38,121,172 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $51,786,035 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,121,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,786,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,153,554 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,825,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,121,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,664,863 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,786,035 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,786,035 | 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 | $1,500,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,500,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,497 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,497 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,497 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $44,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,303 | OverpaymentAmt |
| Applied To ES Tax | $29,303 | 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 | $59,616,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,688,580 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,711,329 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $73,016,631 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $73,016,631 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,095,249 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $71,921,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,596,069 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,596,069 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,497 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,497 | TotalTaxAmt |
| Distributable Before Adj | $3,580,572 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,580,572 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,580,572 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,431,189 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,431,189 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,580,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $937,650 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $927,586 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,687,425 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,371,108 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,215,436 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,139,205 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,431,189 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,431,189 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $149,383 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $149,383 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,989,822 | 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 | $788,267 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,201,555 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $927,586 | ExcessFromYear4Amt |
| Excess From Year3 | $1,687,425 | ExcessFromYear3Amt |
| Excess From Year2 | $1,371,108 | ExcessFromYear2Amt |
| Excess From Year1 | $2,215,436 | ExcessFromYear1Amt |
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 (147 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABILITY RESOURCES | ||||||
| 110 WEST 7TH STREET STE 200 | TULSA | OK | 74119 | PC | GENERAL OPERATING EXPENSES | $7,500 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC (THE) | ||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | PC | EMERGENCY ASSISTANCE TO VULNERABLE JEWISH SENIORS AND FAMILIES IN UKRAINE | $50,000 |
| AHHA TULSA | ||||||
| 101 E ARCHER ST | TULSA | OK | 74103 | PC | THE EXPERIENCE (ZONE SPONSOR) | $20,000 |
| ASSISTANCE LEAGUE OF TULSA | ||||||
| 5350 EAST 31ST STREET | TULSA | OK | 74135 | PC | OPERATION SCHOOL BELL | $25,000 |
| BIT BY BIT THERAPEUTIC RIDING CENTER INC | ||||||
| 14674 S HIGHWAY 169 | OOLOGAH | OK | 74053 | PC | 2022 URBAN COWBOY SOIREE | $2,000 |
| BLITZ UNITED SOCCER CLUB | ||||||
| 4931 S MINGO RD STE A | TULSA | OK | 74146 | PC | ANNUAL FUNDRAISER 2022 | $1,000 |
| B'NAI BUTTE | ||||||
| PO BOX 2537 | CRESTED BUTTE | CO | 81224 | PC | OPERATING SUPPORT CHALLENGE GRANT | $2,000 |
| B'NAI EMUNAH CONGREGATION | ||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | IN MEMORY OF MAXINE ZARROW | $100,000 |
| B'NAI EMUNAH CONGREGATION | ||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | 2022 TOURO BANQUET | $15,000 |
| 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 | RABBI'S RETIREMENT FUND | $3,000 |
| B'NAI EMUNAH CONGREGATION | ||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | ANNUAL CONTRIBUTION | $1,000 |
| B'NAI EMUNAH CONGREGATION | ||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | SCOTT F. ZARROW RABBINIC ENDOWMENT FUND | $5,000 |
| B'NAI EMUNAH CONGREGATION | ||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | REFUGEE RESETTLEMENT | $86,000 |
| BOTTOM LINE INC | ||||||
| 500 AMORY STREET STE 3 | BOSTON | MA | 02130 | PC | BOTTOM LINE CHICAGO | $1,500 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | ||||||
| 840 FIRST STREET NE | WASHINGTON | DC | 20002 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| 108 CONTEMPORARY | ||||||
| 108 E RECONCILIATION WAY | TULSA | OK | 74103 | PC | GENERAL OPERATING EXPENSES | $15,000 |
| 108 CONTEMPORARY | ||||||
| 108 E RECONCILIATION WAY | TULSA | OK | 74103 | PC | CONTRIBUTION | $250 |
| BRIDGES FOUNDATION THE | ||||||
| 1813 N ASH ST | JENKS | OK | 74037 | PC | BRIDGES SUMMER CAMP 2022 | $25,000 |
| CAMP KESEM NATIONAL | ||||||
| 10586 WEST PICO BOULEVARD 196 | LOS ANGELES | CA | 90064 | PC | PROGRAMMING FOR CAMP KESEM AT STANFORD | $16,000 |
| CASA OF SANTA BARBARA COUNTY | ||||||
| 2125 S BROADWAY STE 106 | SANTA MARIA | CA | 93454 | PC | GENERAL OPERATING EXPENSES | $2,500 |
| CENTER FOR REPRODUCTIVE RIGHTS INC | ||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | GENERAL OPERATING EXPENSES | $25,000 |
| CENTER FOR THE ARTS | ||||||
| 606 SIXTH ST | CRESTED BUTTE | CO | 81224 | PC | SPONSORSHIP OF THE 2022 ALPENGLOW SUMMER CONCERT SERIES | $10,000 |
| CHABAD OF LINCOLN PARK | ||||||
| 1962 N BISSEL STREET 2 | CHICAGO | IL | 60614 | PC | GENERAL OPERATING EXPENSES | $360 |
| CHICAGO ABORTION FUND | ||||||
| 333 W NORTH AVE STE 267 | CHICAGO | IL | 60610 | PC | GENERAL OPERATING EXPENSES | $500 |
| CHICAGO BAR FOUNDATION | ||||||
| 321 S PLYMOUTH CT STE 3B | CHICAGO | IL | 60604 | PC | GENERAL OPERATING EXPENSES | $2,500 |
| CLAREHOUSE | ||||||
| 7617 S MINGO ROAD | TULSA | OK | 74133 | PC | END-OF-LIFE CARE | $15,000 |
| CLOSE UP FOUNDATION | ||||||
| 671 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | PC | CLOSE UP: CIVIC EDUCATION IN OKLAHOMA | $15,000 |
| COMMUNITIES UNITED FOR RESTORATIVE YOUTH JUSTICE | ||||||
| 490 LAKE PARK AVE STE 16086 | OAKLAND | CA | 94610 | PC | GENERAL OPERATING EXPENSES | $2,500 |
| CONGREGATION EMANU-EL | ||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | IMPACT EMANU-EL FUND | $10,000 |
| CONGREGATION EMANU-EL | ||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | NEXT FUND | $15,000 |
| CONGREGATION EMANU-EL | ||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | RABBI'S DISCRETIONARY FUND | $10,000 |
| CONGREGATION EMANU-EL | ||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | NEXT FUND | $30,000 |
| CONGREGATION EMANU-EL | ||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | IMPACT EMANU-EL FUND | $7,000 |
| CONTEMPORARY JEWISH MUSEUM | ||||||
| 736 MISSION ST | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATING EXPENSES | $1,000 |
| DOWNTOWN STREETS INC | ||||||
| 1671 THE ALAMEDA 306 | SAN JOSE | CA | 95126 | PC | GENERAL OPERATING EXPENSES | $2,500 |
| EARTH ISLAND INSTITUTE INC | ||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | PC | GARDEN FOR THE ENVIRONMENT | $1,000 |
| ELLA BAKER CENTER FOR HUMAN RIGHTS | ||||||
| 1419 34TH AVENUE SUITE 202 | OAKLAND | CA | 94601 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | PC | GENERAL OPERATING EXPENSES | $2,500 |
| ESSIE JUSTICE GROUP | ||||||
| 1700 BROADWAY STE 200 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| FAMILY & CHILDREN'S SERVICES INC | ||||||
| 5310 E 31ST ST SUITE 800 | TULSA | OK | 741355018 | PC | NAVIGATE - A FIRST-BREAK PSYCHOSIS INTERVENTION PROGRAM | $50,000 |
| FAMILY SAFETY CENTER | ||||||
| 600 CIVIC CENTER | TULSA | OK | 74103 | PC | GENERAL OPERATING FUNDS | $15,000 |
| FRANCIS W PARKER SCHOOL | ||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | PC | PARKER PARTY 2022 | $200 |
| FRANCIS W PARKER SCHOOL | ||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | PC | GENERAL OPERATING EXPENSES | $10,000 |
| FRESH LIFELINES FOR YOUTH INC | ||||||
| SOBRATO CENTER FOR NONPROFITS | MILPITAS | CA | 95035 | PC | GENERAL OPERATING EXPENSES | $2,500 |
| FRIENDS OF THE MAJESTIC | ||||||
| PO BOX 4223 | CRESTED BUTTE | CO | 81224 | PC | SAVE THE MAJESTIC | $2,500 |
| FRIENDS OF THE MAJESTIC | ||||||
| PO BOX 4223 | CRESTED BUTTE | CO | 81224 | PC | SAVE THE MAJESTIC | $2,500 |
| HILLEL JEWISH STUDENT CENTER AT OU | ||||||
| 494 ELM AVE | NORMAN | OK | 73069 | PC | GENERAL OPERATIONS AND PROGRAMMING SUPPORT | $20,000 |
| HOLLAND HALL SCHOOL | ||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | SPONSORSHIP OF GEZELLIG 2022 | $2,600 |
| HOLLAND HALL SCHOOL | ||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | ARTWORKS 2022 | $4,820 |
| 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 | OPERATING EXPENSES | $6,000 |
| HOLLAND HALL SCHOOL | ||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | ARTWORKS 2022 | $4,790 |
| HUMANE SOCIETY OF TULSA | ||||||
| 9521-B S RIVERSIDE PKWY 542 | TULSA | OK | 74137 | PC | GENERAL OPERATING EXPENSES | $500 |
| IRON GATE INC | ||||||
| 501 W ARCHER AVE | TULSA | OK | 74103 | PC | GENERAL OPERATING SUPPORT | $37,500 |
| JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA | ||||||
| 121 STEUART ST STE 301 | SAN FRANCISCO | CA | 94105 | PC | OPERATING EXPENSES | $1,000 |
| JEWISH FAMILY & CHILDRENS SERVICES | ||||||
| 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | PC | GENERAL OPERATING EXPENSES | $15,000 |
| JEWISH FAMILY & CHILDRENS SERVICES | ||||||
| 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | PC | GENERAL OPERATING EXPENSES | $3,000 |
| JEWISH FEDERATION OF TULSA | ||||||
| 2021 E 71ST ST | TULSA | OK | 74136 | PC | 2022 SHERWIN MILLER MUSEUM ANNUAL GALA | $2,500 |
| JEWISH FEDERATION OF TULSA | ||||||
| 2021 E 71ST ST | TULSA | OK | 74136 | PC | UNITED JEWISH TULSA: ANNUAL CAMPAIGN 2022 | $10,000 |
| JEWISH FUNDERS NETWORK | ||||||
| 150 WEST 30TH ST | NEW YORK | NY | 10001 | PC | 2022 CONTRIBUTION | $3,600 |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | ||||||
| 30 S WELLS ST ROOM 5132 | CHICAGO | IL | 60606 | PC | UKRAINE RELIEF FUND ($25,000) AND JUF ANNUAL FUND ($25,000) | $50,000 |
| JOHN HOPE FRANKLIN CENTER FOR RECONCILIATION INC | ||||||
| 535 N GREENWOOD AVE | TULSA | OK | 74106 | PC | 2022 ANNUAL JOHN HOPE FRANKLIN COMMUNITY REMEMBRANCE WEEK | $10,000 |
| LEFT FIELD BOOKS INC | ||||||
| 213 E ARCHER ST STE 14 | TULSA | OK | 74103 | PC | KILLING THE NEGATIVE | $5,000 |
| LEGAL AID SERVICES OF OKLAHOMA INC | ||||||
| 907 S DETROIT AVE SUITE 725 | TULSA | OK | 74120 | PC | TULSA EVICTION PREVENTION INITIATIVE | $40,000 |
| 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 2022 | $28,600 |
| MENTAL HEALTH ASSOCIATION OKLAHOMA | ||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 74135 | PC | SPONSORSHIP OF THE 2022 ZARROW MENTAL HEALTH SYMPOSIUM | $30,000 |
| MENTAL HEALTH ASSOCIATION OKLAHOMA | ||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 74135 | PC | WALKER HALL TRANSITIONAL LIVING | $40,000 |
| MENTAL HEALTH ASSOCIATION OKLAHOMA | ||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 74135 | PC | BETTER WAY PROGRAM | $2,350 |
| MISHKAN CHICAGO | ||||||
| 4001 N RAVENSWOOD UNIT 101 | CHICAGO | IL | 60613 | PC | IN HONOR OF RABBI LIZZI HEYDEMANN | $790 |
| MISHKAN CHICAGO | ||||||
| 4001 N RAVENSWOOD UNIT 101 | CHICAGO | IL | 60613 | PC | IN HONOR OF RABBI LIZZI HEYDEMANN | $210 |
| MISHKAN CHICAGO | ||||||
| 4001 N RAVENSWOOD UNIT 101 | CHICAGO | IL | 60613 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| MONTECITO TRAILS FOUNDATION | ||||||
| PO BOX 5481 | SANTA BARBARA | CA | 93150 | PC | GENERAL OPERATING EXPENSES | $1,000 |
| NARAL PRO-CHOICE AMERICA FOUNDATION | ||||||
| 1725 EYE ST NW SUITE 900 | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING EXPENSES | $3,000 |
| NARAL PRO-CHOICE AMERICA FOUNDATION - CALIFORNIA | ||||||
| 335 S VAN NESS AVE | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| NATIONAL ALOPECIA AREATA FOUNDATION | ||||||
| 65 MITCHELL BLVD SUITE 200-B | SAN RAFAEL | CA | 94903 | PC | THE ASCOT FUND | $5,000 |
| NO SHAME ON U INC | ||||||
| 4411 N RAVENSWOOD AVE STE 300 | CHICAGO | IL | 60640 | PC | GENERAL OPERATING EXPENSES, IN HONOR OF ANAT GEVA | $500 |
| NORTHSIDE EVANGELISTIC TEMPLE CHURCH OF GOD IN CHRIST | ||||||
| P O BOX 128 | PRESTON | OK | 74456 | PC | GIFT FOR THE YOUTH PROGRAM | $2,500 |
| NORTHWESTERN UNIVERSITY | ||||||
| ALUMNI RELATIONS AND DEVELOPMENT | EVANSTON | IL | 60208 | PC | ANNUAL FUND | $5,000 |
| OKLAHOMA ARTS INSTITUTE | ||||||
| 111 NW 9TH STREET | OKLAHOMA CITY | OK | 73102 | PC | GENERAL OPERATING SUPPORT, IN HONOR OF JULIE W. COHEN | $15,000 |
| OKLAHOMA LIFE SKILLS ASSOCIATIONSPECIAL KIDS DAY CARE | ||||||
| 6311 EAST TECUMSEH STREET | TULSA | OK | 74115 | PC | GENERAL OPERATING EXPENSES | $35,000 |
| OKLAHOMA LIFE SKILLS ASSOCIATIONSPECIAL KIDS DAY CARE | ||||||
| 6311 EAST TECUMSEH STREET | TULSA | OK | 74115 | PC | GENERAL OPERATING EXPENSES | $35,000 |
| OKLAHOMA POLICY INC | ||||||
| 907 S DETROIT AVE SUITE 1005 | TULSA | OK | 74120 | PC | PUBLIC POLICY EDUCATION | $15,000 |
| OLD TOWN SCHOOL OF FOLK MUSIC INC | ||||||
| 4544 N LINCOLN AVE | CHICAGO | IL | 60625 | PC | IN HONOR OF KATE TOMFORD & DAVID GROSSMAN | $500 |
| OLD TOWN SCHOOL OF FOLK MUSIC INC | ||||||
| 4544 N LINCOLN AVE | CHICAGO | IL | 60625 | PC | GENERAL OPERATING EXPENSES, IN HONOR OF KATE TOMFORD | $1,000 |
| OLD TOWN SCHOOL OF FOLK MUSIC INC | ||||||
| 4544 N LINCOLN AVE | CHICAGO | IL | 60625 | PC | GENERAL OPERATING EXPENSES, IN HONOR OF KATE TOMFORD | $1,000 |
| PEAK GRANTMAKING INC | ||||||
| 1701 PENNSYLVANIA AVE NW SUITE 200 | WASHINGTON | DC | 20006 | PC | 2022-2023 MEMBER CONTRIBUTION | $1,250 |
| PHILANTHROPY SOUTHWEST | ||||||
| 3000 PEGASUS PARK DRIVE STE 706 | DALLAS | TX | 75247 | PC | DONATION | $2,300 |
| PHILBROOK MUSEUM OF ART | ||||||
| PO BOX 52510 | TULSA | OK | 74152 | PC | ANNUAL CONTRIBUTION | $703 |
| PLANNED PARENTHOOD GREAT PLAINS | ||||||
| 4401 W 109TH ST | OVERLAND PARK | KS | 66211 | PC | GENERATIONS STRONG 2022 | $2,500 |
| PLANNED PARENTHOOD GREAT PLAINS | ||||||
| 4401 W 109TH ST | OVERLAND PARK | KS | 66211 | PC | OPERATING FUNDS FOR THE TULSA CLINIC - EXCLUDING SUPPORT OF ALL ABORTION SERVICES | $25,000 |
| PROJECT OPEN HAND | ||||||
| 730 POLK ST | SAN FRANCISCO | CA | 94109 | PC | GENERAL OPERATING EXPENSES | $290 |
| RESTORE HOPE MINISTRIES INC | ||||||
| 2960 CHARLES PAGE BLVD | TULSA | OK | 74127 | PC | HOMELESS PREVENTION INITIATIVE | $10,000 |
| RONALD MCDONALD HOUSE CHARITIES OF TULSA INC | ||||||
| 6102 S HUDSON AVE | TULSA | OK | 74136 | PC | "INFLUENCER" SPONSORSHIP OF THE BASH 2022 | $3,000 |
| JEWISH FILM INSTITUTE | ||||||
| 145 9TH STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | PC | 2022 NEXT WAVE PROGRAMMING | $25,000 |
| SANTA BARBARA MUSEUM OF ART | ||||||
| 1130 STATE ST | SANTA BARBARA | CA | 93101 | PC | THE EDUCATION FUND | $2,500 |
| SANTA BARBARA TRUST FOR HISTORIC PRESERVATION | ||||||
| 123 E CANON PERDIDO STREET | SANTA BARBARA | CA | 93101 | PC | GENERAL OPERATING EXPENSES | $2,000 |
| SF-MARIN FOOD BANK | ||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | PC | GENERAL OPERATING EXPENSES | $1,000 |
| 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 EXPENSES | $20,000 |
| SLINGSHOT FUND INC | ||||||
| 445 PARK AVE SUITE 16A | NEW YORK | NY | 10022 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| SAINT SIMEON'S EPISCOPAL HOME FOUNDATION | ||||||
| 3701 N MARTIN LUTHER KING JR BLVD | TULSA | OK | 74106 | PC | WESTERN DAYS 2022 | $5,000 |
| STANFORD UNIVERSITY | ||||||
| DEVELOPMENT SERVICES | STANFORD | CA | 943090466 | PC | STANFORD FUND | $15,000 |
| SUPPORTERS OF FAMILIES WITH SICKLE CELL DISEASE INC (SUPPORTERS) | ||||||
| P O BOX 691293 | TULSA | OK | 74169 | PC | TULSA SICKLE CELL SYSTEM OF COMMUNITY CARE COORDINATION | $10,000 |
| TEMPLE ISRAEL | ||||||
| 2004 E 22ND PL | TULSA | OK | 74114 | PC | IN MEMORY OF MAXINE ZARROW | $50,000 |
| TEMPLE ISRAEL | ||||||
| 2004 E 22ND PL | TULSA | OK | 74114 | PC | OPERATING EXPENSES | $6,000 |
| TEMPLE ISRAEL | ||||||
| 2004 E 22ND PL | TULSA | OK | 74114 | PC | MEMORIAL BOARD, IN MEMORY OF MAXINE F. ZARROW | $1,415 |
| TIBA FOUNDATION | ||||||
| 344 THOMAS L BERKELEY WAY D9 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING EXPENSES | $1,000 |
| TIPPING POINT COMMUNITY | ||||||
| 220 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | PC | GENERAL OPERATING EXPENSES | $5,000 |
| TOWN & COUNTRY SCHOOL | ||||||
| 8906 E 34TH ST | TULSA | OK | 74145 | PC | FINANCIAL ASSISTANCE PROGRAM | $35,000 |
| TRINITY UNIVERSITY | ||||||
| ALUMNI RELATIONS AND DEVELOPMENT | SAN ANTONIO | TX | 78212 | PC | THE DR. MICHAEL C. KEARL ENDOWED SCHOLARSHIP FUND | $1,000 |
| TULSA AREA UNITED WAY | ||||||
| 1430 S BOULDER AVE | TULSA | OK | 74119 | PC | OPERATING EXPENSES (DE TOQUEVILLE SOCIETY) | $20,000 |
| TULSA CARES | ||||||
| 3712 E 11TH ST | TULSA | OK | 74112 | PC | 2022 RED RIBBON GALA | $10,000 |
| TULSA CHILDREN'S MUSEUM | ||||||
| 3123 RIVERSIDE DR | TULSA | OK | 74105 | PC | GREAT MINDS KEEP DISCOVERING CAPITAL CAMPAIGN FOR DISCOVERY LAB (33RD PLACE AND RIVERSIDE DRIVE) | $100,000 |
| TULSA COMMUNITY FOUNDATION | ||||||
| 7030 S YALE AVE | TULSA | OK | 74136 | PC | TULSA JUNETEENTH FUND | $5,000 |
| TULSA COMMUNITY FOUNDATION | ||||||
| 7030 S YALE AVE | TULSA | OK | 74136 | PC | TULSA JEWISH COMMUNITY FUND, FOR TULSA TOMORROW | $25,000 |
| TULSA COMMUNITY FOUNDATION | ||||||
| 7030 S YALE AVE | TULSA | OK | 74136 | PC | STILL SHE RISES, CLIENT ADVOCACY AND COMMUNITY ENGAGEMENT | $180,000 |
| TULSA COMMUNITY FOUNDATION | ||||||
| 7030 S YALE AVE | TULSA | OK | 74136 | PC | TULSA JEWISH COMMUNITY FUND, FOR TULSA TOMORROW | $2,500 |
| TULSA COMMUNITY FOUNDATION | ||||||
| 7030 S YALE AVE | TULSA | OK | 74136 | PC | TAKE CONTROL INITIATIVE FUND | $8,500 |
| TULSA DAY CENTER INC | ||||||
| PO BOX 1019 | TULSA | OK | 741011019 | PC | EXECUTIVE DIRECTOR'S DISCRETIONARY FUND, IN SUPPORT OF THE BLUE TEAM | $25,000 |
| TULSA DAY CENTER INC | ||||||
| PO BOX 1019 | TULSA | OK | 741011019 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| TULSA LIBRARY TRUST | ||||||
| PO BOX 1319 | TULSA | OK | 74101 | PC | FESTIVAL OF WORDS | $5,000 |
| US HOLOCAUST MEMORIAL MUSEUM MIDWEST REGIONAL OFFICE | ||||||
| PO BOX 1852 | HIGHLAND PARK IL | IL | 600357852 | PC | 2022 RISA K. LAMBERT MIDWEST EVENT | $1,000 |
| 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 | JUSTIN SE GEUN LIM '21 MEMORIAL FUND | $1,000 |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||
| 1800 N GRANT ST STE 725 | DENVER | CO | 80203 | PC | UNIVERSITY OF COLORADO LEEDS SCHOOL OF BUSINESS | $1,250 |
| UNIVERSITY OF OKLAHOMA FOUNDATION - TULSA | ||||||
| 4502 E 41ST ST | TULSA | OK | 74135 | PC | MENTAL HEALTH STIPEND SUPPORT PROGRAM FOR OU-TULSA 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 | 2022 MD ANDERSON SPRINT FOR LIFE, BENEFITING THE BLANTON-DAVIS OVARIAN CANCER RESEARCH PROGRAM, IN MEMORY OF SANDRA DAVIS | $5,000 |
| 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 | $500,000 |
| UNIVERSITY OF TULSA THE | ||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | PC | KWGS | $2,500 |
| UNIVERSITY OF TULSA THE | ||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | PC | KWGS | $750 |
| VALEO COMMUNITY RESIDENCE PROGRAM | ||||||
| 5401 SW 7TH ST | TOPEKA | KS | 66606 | PC | SHARP HOUSE ACTIVITY FUND | $10,000 |
| VALEO COMMUNITY RESIDENCE PROGRAM | ||||||
| 5401 SW 7TH ST | TOPEKA | KS | 66606 | PC | GENERAL OPERATING EXPENSES | $25,000 |
| VIZAVANCE INC | ||||||
| 2506B E 21ST STREET | TULSA | OK | 74114 | PC | CHILDREN'S VISION SCREENING PROGRAM | $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 AT HEART | ||||||
| PO BOX 35798 | TULSA | OK | 74153 | PC | GENERAL OPERATING EXPENSES | $1,000 |
| YOUTH LAW CENTER | ||||||
| 832 FOLSOM STREET SUITE 700 | SAN FRANCISCO | CA | 94107 | PC | GENERAL OPERATING EXPENSES | $2,500 |
| YOUTH SERVICES OF TULSA | ||||||
| 311 S MADISON AVE | TULSA | OK | 74120 | PC | STREET OUTREACH SERVICES FOR HOMELESS YOUTH | $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 EAST 71ST STREET | TULSA | OK | 74136 | PC | IN MEMORY OF MAXINE ZARROW | $100,000 |
| ZARROW POINTE | ||||||
| 2025 EAST 71ST STREET | TULSA | OK | 74136 | PC | FINANCIAL ASSISTANCE FUND | $50,000 |
| ZARROW POINTE | ||||||
| 2025 EAST 71ST STREET | TULSA | OK | 74136 | PC | LEGACY OF LAUGHTER GALA 2022 | $9,424 |
| ZARROW POINTE | ||||||
| 2025 EAST 71ST STREET | TULSA | OK | 74136 | PC | HOLIDAY FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,202,952 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MAYO CLINIC | ||||||
| 200 FIRST ST SW SIEBENS 9 | ROCHESTER | MN | 55905 | PC | GENERAL OPERATING EXPENSES | $2,400,000 |
| THE UNIVERSITY OF TULSA | ||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | PC | GENERAL OPERATING EXPENSES | $2,500,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING EXPENSES | $80,000 |
| ZARROW POINTE | ||||||
| 2025 EAST 71ST STREET | TULSA | OK | 74136 | PC | GENERAL OPERATING EXPENSES | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,280,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,383,876 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,383,876 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,383,876 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JACK C ZARROW MARITAL CHARITABLE TRUST UAD 02-02-2012 | ||||||
| 1 | 401 SOUTH BOSTON | TULSA | OK | 74103 | $16,000,000 | Yes (X) |
| MAXINE F ZARROW TRUST UAD 11111986 | ||||||
| 2 | 401 SOUTH BOSTON | TULSA | OK | 74103 | $80,626 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND AUDIT FEES | CategoryTxt |
| Amt | $24,732 | Amt |
| Net Investment Income | $12,366 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,366 | 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 $327,222 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 | $5,750,000 | $5,583,314 |
| CERTIFICATES OF DEPOSIT | $250,000 | $250,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $38,006,409 | $50,933,720 |
| COMMON STOCK | $1,412,225 | $5,803,401 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,004,552 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,994,692 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,186 | LegalFeesAmt |
| Net Investment Income | $593 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $593 | DisbursementsCharitablePrpsAmt |
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 | $6,566 | $3,283 | $3,283 |
| INSURANCE | $13,318 | $6,659 | $6,659 |
| OVERHEAD EXPENSE ALLOCATION | $421,988 | $223,988 | $198,000 |
| MEALS AND ENTERTAINMENT | $426 | $213 | $213 |
| OFFICE EXPENSE | $338 | $169 | $169 |
| MISCELLANEOUS | $848 | $424 | $424 |
| PROFESSIONAL DEVELOPMENT | $67 | $34 | $33 |
| EVENT TICKETS | $8,448 | $0 | $0 |
| ADVERTISING | $36 | $18 | $18 |
| TRAVEL EXPENSE | $1,046 | $523 | $523 |
| AMORTIZATION | $717 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $11,912 | Amt |
| Net Investment Income | $5,956 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,956 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $14,773 | $14,773 | $0 |
| FEDERAL EXCISE TAXES | $90,286 | $0 | $0 |