AMERICAN FIDELITY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN FIDELITY FOUNDATION (EIN 73-1236059)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202313139349101246
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T13:46:54+00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 731236059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Fidelity Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 4055235008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25523 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731250523 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John K Cassil | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lindsey Pigg | PreparerPersonNm |
| PTIN | P01268923 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
| 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 | $41,965,225 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,618,078 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,062,346 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,062,346 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$116,800 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,562,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,563,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,062,346 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,815 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,815 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,820 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $263 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,898 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,815 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $263 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,914,414 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,914,414 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,060,312 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,815 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,914,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,503,312 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $944,531 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,389 | CashBOYAmt |
| Cash EOY | -$9,429 | CashEOYAmt |
| Cash EOYFMV | -$9,429 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,322,065 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,997,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,997,688 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $5,043,978 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,993,873 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,993,873 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $29,910,366 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,179,890 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,179,890 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,412,577 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,942,644 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,942,644 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $775,434 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $775,434 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $54,411 | OtherAssetsBOYAmt |
| Other Assets EOY | $85,125 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $85,125 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $43,778,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,965,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,965,225 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,000,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,000,000 | TotalLiabilitiesEOYAmt |
| Additional Paid In Capital BOY | $35,198,522 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,580,264 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,965,225 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,778,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,965,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $43,778,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,965,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,778,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,503,312 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $45,282,098 | SubtotalAmt |
| Other Decreases | $5,316,873 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,965,225 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,562,256 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,679,056 | CostOrOtherBasisAmt |
| Gain Or Loss | -$116,800 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$116,800 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$116,800 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,129 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,129 | SubtotalAmt |
| Tax Based On Investment Income | $13,129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,790 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $34,790 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,661 | OverpaymentAmt |
| Applied To ES Tax | $21,661 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | http://www.americanfidelityfoundation.org | WebsiteAddressTxt |
| Individual With Books | American Fidelity Corporation | IndividualWithBooksNm |
| Phone | 4054168910 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9000 Cameron Parkway | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731147301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLINE L IKARD | ||||||||
| 9000 CAMERON PARKWAY | OKLAHOMA CITY | OK | 73114 | PRESIDENT & DIRECTOR | 1.000 | $0 | $0 | $0 |
| TOM J MCDANIEL | ||||||||
| 9000 CAMERON PARKWAY | OKLAHOMA CITY | OK | 73114 | CHAIR | 14.000 | $0 | $0 | $0 |
| JOHN K CASSIL | ||||||||
| 9000 CAMERON PARKWAY | OKLAHOMA CITY | OK | 73114 | TREASURER & DIRECTOR | 1.000 | $0 | $0 | $0 |
| JO CAROL CAMERON | ||||||||
| 9000 CAMERON PARKWAY | OKLAHOMA CITY | OK | 73114 | DIRECTOR (TERM 9/22) | 1.000 | $0 | $0 | $0 |
| CHRISTOPHER T KENNEY | ||||||||
| 9000 CAMERON PARKWAY | OKLAHOMA CITY | OK | 73114 | SECRETARY & REGISTERED AGENT | 1.000 | $0 | $0 | $0 |
| WILLIAM E DURRETT | ||||||||
| 9000 CAMERON PARKWAY | OKLAHOMA CITY | OK | 73114 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| DAVID R CARPENTER | ||||||||
| 9000 CAMERON PARKWAY | OKLAHOMA CITY | OK | 73114 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| GARY E TREDWAY | ||||||||
| 9000 CAMERON PARKWAY | OKLAHOMA CITY | OK | 73114 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| KATHY LARDNER | ||||||||
| 9000 CAMERON PARKWAY | OKLAHOMA CITY | OK | 73114 | ASSISTANT SECRETARY | 1.000 | $0 | $0 | $0 |
| ROBIN L VOREL | ||||||||
| 9000 CAMERON PARKWAY | OKLAHOMA CITY | OK | 73114 | ASSISTANT SECRETARY | 1.000 | $0 | $0 | $0 |
| JENNIFER WHEELER | ||||||||
| 9000 CAMERON PARKWAY | OKLAHOMA CITY | OK | 73114 | ASSISTANT SECRETARY | 1.000 | $0 | $0 | $0 |
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 | $36,707,889 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,120,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $64,221 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,893,054 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $39,893,054 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $598,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,294,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,964,733 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,964,733 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,129 | TotalTaxAmt |
| Distributable Before Adj | $1,951,604 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,951,604 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,951,604 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,914,677 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,914,677 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,951,604 | DistributableAsAdjustedAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $47,337 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $34,487 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $81,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,914,677 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,914,677 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $36,927 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,927 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $44,897 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,897 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,410 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $34,487 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (227 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Chance to Change Foundation | |||||||
| 2113 WEST BRITTON ROAD | OKLAHOMA CITY | OK | 73120 | NONE | PC | Education/Prevention for Addiction | $2,500 |
| Agape Road | |||||||
| 8212 RAMBLING ROAD | OKLAHOMA CITY | OK | 73132 | NONE | PC | Hospice | $1,000 |
| Allied Arts Foundation | |||||||
| 1015 NORTH BROADWAY SUITE 200 | OKLAHOMA CITY | OK | 73102 | NONE | PC | Advancement of the arts/Campaign pledge | $68,950 |
| Alzheimer's Association National Office | |||||||
| 225 N Michigan Ave Floor 17 | CHICAGO | IL | 60601 | NONE | PC | Alzheimers research | $100 |
| Alzheimer's Association Oklahoma Chapter | |||||||
| 2123 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | NONE | PC | Alzheimers research | $5,414 |
| Ambassadors' Concert Choir | |||||||
| 1500 NE 4TH STREET SUITE 207 | OKLAHOMA CITY | OK | 73117 | NONE | PC | Study and performance of music | $1,000 |
| American Academy in Rome | |||||||
| 7 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | Scholarships, studen financial aid, awards | $83,650 |
| American Heart Association | |||||||
| 3401 NW 63RD STREET SUITE 200 | OKLAHOMA CITY | OK | 73116 | NONE | PC | Heart disease/stroke research | $14,175 |
| American Indian Cultural Center Foundation (First Americans Museum) | |||||||
| 659 AMERICAN INDIAN BLVD | OKLAHOMA CITY | OK | 73129 | NONE | PC | Cultural awareness, ethnic mueums | $2,904 |
| American Kidney Fund | |||||||
| 11921 Rockville Pike Suite 300 | ROCKVILLE | MD | 20852 | NONE | PC | Kidney disease research | $100 |
| American Nicaraguan Foundation | |||||||
| 1000 NW 57TH CT SUITE 770 | MIAMI | FL | 33126 | NONE | PC | Reduce poverty in Nicaragua | $5,000 |
| American Red Cross | |||||||
| 601 NE 6TH | OKLAHOMA CITY | OK | 73104 | NONE | PC | Disaster relief | $90,373 |
| Areawide Aging Agency | |||||||
| 401 PERIMETER CENTER DRIVE SUITE 31 | OKLAHOMA CITY | OK | 73112 | NONE | PC | Senior centers/services | $1,500 |
| Arise Ministries | |||||||
| PO BOX 2973 | EDMOND | OK | 73083 | NONE | PC | Relief for single mothers | $2,000 |
| Arkansas Sheriffs' Youth Ranches Inc | |||||||
| PO BOX 3964 | BATESVILLE | AR | 72503 | NONE | PC | Foster care program | $450 |
| Arts Council of Oklahoma City | |||||||
| 400 WEST CALIFORNIA AVENUE | OKLAHOMA CITY | OK | 73102 | NONE | PC | Support for the arts | $1,000 |
| AutismOklahomaorg | |||||||
| 2801 NW 154TH ST | EDMOND | OK | 73013 | NONE | PC | Autism research/support | $1,400 |
| Baptist Village Communities | |||||||
| 3800 N May Avenue | OKLAHOMA CITY | OK | 73112 | NONE | PC | Aging services | $250 |
| Bart Conner Educational Programs | |||||||
| 3214 BART CONNER DR | NORMAN | OK | 73072 | NONE | PC | Campaign for gymnastics expenses | $5,000 |
| Bethany Children's Health Center | |||||||
| 6800 NW 39th Expy | BETHANY | OK | 73008 | NONE | PC | Inpatient pediatric rehab facility | $5,000 |
| Big Brothers Big Sisters of Oklahoma | |||||||
| 224 NW 10TH STREET | OKLAHOMA CITY | OK | 73103 | NONE | PC | Mentoring program | $10,000 |
| Bishop McGuinness | |||||||
| 801 NW 50TH | OKLAHOMA CITY | OK | 73118 | NONE | PC | Education Support | $103,750 |
| Boys & Girls Club of Oklahoma County | |||||||
| PO BOX 18701 | OKLAHOMA CITY | OK | 73154 | NONE | PC | Youth mentoring program | $14,640 |
| Brendon McLarty Memorial Foundation | |||||||
| PO Box 54944 | OKLAHOMA CITY | OK | 73154 | NONE | PC | Asthma research/support | $5,000 |
| Calm Waters Center for Children and Families | |||||||
| 4334 NORTHWEST EXPRESSWAY STE 101 | OKLAHOMA CITY | OK | 73116 | NONE | PC | Grief counseling for children/families | $5,000 |
| Camp Fire Heart of Oklahoma | |||||||
| 3309 E HEFNER ROAD | OKLAHOMA CITY | OK | 73131 | NONE | PC | Kids summer camp | $1,000 |
| Canterbury Voices | |||||||
| 424 COLCORD DR SUITE D | OKLAHOMA CITY | OK | 73102 | NONE | PC | Youth choruses program | $13,000 |
| Capitol Hill Main Street | |||||||
| 319 SW 25th Street | OKLAHOMA CITY | OK | 73109 | NONE | PC | Latino culture preservation | $2,500 |
| CASA of Oklahoma County | |||||||
| 5905 N CLASSEN COURT 302 | OKLAHOMA CITY | OK | 73118 | NONE | PC | Volunteer training program | $10,000 |
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | CLEVELAND | OH | 441067085 | NONE | PC | Education Support | $250 |
| Catholic Charities | |||||||
| 1232 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | NONE | PC | Support for families in need | $4,765 |
| Catholic Medical Mission Board | |||||||
| 100 WALL STREET FLOOR 9 | NEW YORK | NY | 10005 | NONE | PC | Medical aid to underdeveloped countries | $200 |
| Catholic Relief Services | |||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PC | Overseas povery assistance | $100 |
| CBMC Oklahoma | |||||||
| 10 EAST MEMORIAL ROAD | OKLAHOMA CITY | OK | 73114 | NONE | PC | Event sponsorship | $1,987 |
| Center for Children and Families Inc | |||||||
| 210 S COCKREL AVENUE | NORMAN | OK | 73071 | NONE | PC | family services/child welfare/mental health counseling | $6,000 |
| Center of Family Love | |||||||
| PO BOX 245 | OKARCHE | OK | 737620245 | NONE | PC | Assistance for the disabled | $6,700 |
| Chester County Food Bank | |||||||
| 650 Pennsylvania Dr | EXTON | PA | 19341 | NONE | PC | Food bank | $500 |
| Children's Health Foundation | |||||||
| 1001 NW 63rd St Suite 210 | OKLAHOMA CITY | OK | 73116 | NONE | PC | Childhood disease research | $10,280 |
| Christian Appalachian Project | |||||||
| PO BOX 55911 | LEXINGTON | KY | 405555911 | NONE | PC | Poverty assistance in Appalachia | $1,000 |
| Christian Heritage Academy | |||||||
| 4400 SE 27TH STREET | DEL CITY | OK | 73115 | NONE | PC | Education Support | $750 |
| City Care | |||||||
| 2000 N CLASSEN BLVD SUITE N50 | OKLAHOMA CITY | OK | 73106 | NONE | PC | Poverty assistance in OKC | $1,120 |
| City Rescue Mission | |||||||
| PO BOX 960021 | OKLAHOMA CITY | OK | 731960021 | NONE | PC | Assistance for the homeless | $575 |
| Civic Center Foundation | |||||||
| 201 NORTH WALKER AVENUE | OKLAHOMA CITY | OK | 73102 | NONE | PC | Theater assistance | $1,000 |
| Colonial Williamsburg Foundation | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 231871776 | NONE | PC | Grant initiative for educators | $10,000 |
| Communities Foundation of Oklahoma | |||||||
| PO BOX 21210 | OKLAHOMA CITY | OK | 73156 | NONE | PC | Charity/Non-profit support | $155,400 |
| Community Literacy Centers | |||||||
| PO BOX 60687 | OKLAHOMA CITY | OK | 73146 | NONE | PC | Literacy training | $5,200 |
| CornerStone International | |||||||
| PO BOX 192 | WILMORE | KY | 40390 | NONE | PC | Mission support | $2,000 |
| CourtStrong Inc | |||||||
| PO BOX 57 | ELBERFELD | IN | 47613 | NONE | PC | Charity/Non-profit support | $500 |
| Creative Oklahoma | |||||||
| 133 WEST MAIN STREET SUITE 100 | OKLAHOMA CITY | OK | 73102 | NONE | PC | Event sponsorship | $5,000 |
| Cristo Rey Oklahoma City Catholic High School | |||||||
| 900 N PORTLAND | OKLAHOMA CITY | OK | 73107 | NONE | PC | Education Support | $22,795 |
| Dallas Wings Community Foundation | |||||||
| 9000 CAMERON PARKWAY | OKLAHOMA CITY | OK | 73114 | NONE | PC | Sponsorship support | $10,000 |
| deadCENTER Film Festival | |||||||
| 726 W SHERIDAN AVE SUITE 170 | OKLAHOMA CITY | OK | 73102 | NONE | PC | Festival donation | $6,900 |
| Dean McGee Eye Institute Foundation | |||||||
| 608 STANTON L YOUNG BLVD SUITE 346 | OKLAHOMA CITY | OK | 73104 | NONE | PC | Vision research | $5,000 |
| Dinner With Love Foundation | |||||||
| 416 NW 41ST ST | OKLAHOMA CITY | OK | 73118 | NONE | PC | Charity/Non-profit support | $3,000 |
| Doctors Without Borders USA | |||||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | PC | Worldwide medical assistance | $400 |
| DonorsChooseorg | |||||||
| 134 W 37TH ST FLOOR 11 | NEW YORK | NY | 10018 | NONE | PC | Financial support for classrooms | $543 |
| Down Syndrome Association of Central Oklahoma | |||||||
| 600 NW 23RD ST | OKLAHOMA CITY | OK | 73103 | NONE | PC | Down syndrome awareness | $3,600 |
| Downtown Oklahoma City Initiatives | |||||||
| 210 PARK AVENUE SUITE 230 | OKLAHOMA CITY | OK | 73102 | NONE | PC | Event sponsorship | $6,280 |
| Drake University | |||||||
| 2501 UNIVERSITY AVENUE | DES MOINES | IA | 50311 | NONE | PC | Education Support | $250 |
| Edmond Public School Foundation | |||||||
| 1001 WEST DANFORTH ROAD | EDMOND | OK | 73003 | NONE | PC | Education Support | $6,000 |
| Executive Service Corps of Central Oklahoma | |||||||
| 600 N WALKER STREET SUITE 210 | OKLAHOMA CITY | OK | 73102 | NONE | PC | Volunteer management consulting | $2,500 |
| Family Builders | |||||||
| 2401 NW 23RD ST | OKLAHOMA CITY | OK | 73107 | NONE | PC | Strenthen relationships | $3,800 |
| Family House Inc | |||||||
| 540 Mission Bay Boulevard North | SAN FRANCISCO | CA | 94158 | NONE | PC | Child cancer research/support | $940 |
| Fields & Futures Foundation | |||||||
| 7001 NW 164TH | EDMOND | OK | 73013 | NONE | PC | Event sponsorship | $5,000 |
| Focus on Home | |||||||
| 6608 N Western Ave 202 | OKLAHOMA CITY | OK | 73116 | NONE | PC | Low income family support | $2,000 |
| Food for the Hungry | |||||||
| 1224 E WASHINGTON STREET | PHOENIX | AZ | 85034 | NONE | PC | Poverty assistance for low income people | $1,000 |
| Free To Live | |||||||
| PO BOX 5884 | EDMOND | OK | 73083 | NONE | PC | Animal adoption assistance | $150 |
| Freedom City Inc | |||||||
| 900 NE 122nd Street | OKLAHOMA CITY | OK | 73114 | NONE | PC | Education Support | $15,000 |
| Girl Scouts - Western Oklahoma | |||||||
| 6100 N ROBINSON | OKLAHOMA CITY | OK | 73118 | NONE | PC | Event sponsorship | $2,500 |
| Gold4Kids Cancer Foundation of Tulsa | |||||||
| 12223 S 99TH EAST AVE | BIXBY | OK | 74008 | NONE | PC | Childhood disease research | $2,500 |
| Golf Fore Africa | |||||||
| 32531 N Scottsdale Rd 105 | SCOTTSDALE | AZ | 85266 | NONE | PC | Global water crisis support | $5,000 |
| Goodwill Industries of Central Oklahoma | |||||||
| PO BOX 2780 | OKLAHOMA CITY | OK | 73101 | NONE | PC | General financial support | $2,500 |
| Great Expectations Foundation | |||||||
| 717 NORTH GRAND AVENUE 108 | TAHLEQUAH | OK | 74464 | NONE | PC | Teacher training | $10,500 |
| Great Plains Mastiff Rescue Foundation | |||||||
| PO Box 6173 | EDMOND | OK | 73083 | NONE | PC | Pet shelter | $100 |
| Ground Zero Emergency Training Center | |||||||
| 700 W TIMBERDELL ROAD | NORMAN | OK | 73072 | NONE | PC | Search & rescue services | $5,000 |
| Harding Charter Preparatory High School Foundation | |||||||
| 1301 NE 101st Street | OKLAHOMA CITY | OK | 73131 | NONE | PC | Education Support | $5,000 |
| Heart and Hand Ministries | |||||||
| 1308 N W 9TH STREET SUITE 2 | OKLAHOMA CITY | OK | 73106 | NONE | PC | Counseling & mental health services | $1,000 |
| Heartland Rabbit Rescue Fund | |||||||
| PO BOX 224 | BLANCHARD | OK | 73010 | NONE | PC | Animal adoption assistance | $700 |
| Heartline Inc | |||||||
| PO BOX 12832 | OKLAHOMA CITY | OK | 731572832 | NONE | PC | Crisis hotline | $800 |
| Hearts for Hearing Foundation | |||||||
| 11500 N PORTLAND AVENUE | OKLAHOMA CITY | OK | 73120 | NONE | PC | Support for children & families with hearing loss | $500 |
| Hillsdale College | |||||||
| 30 E COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | PC | Education Assistance | $250 |
| Infant Crisis Services | |||||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 731055211 | NONE | PC | Baby mobile | $10,000 |
| INTEGRIS Health Foundation | |||||||
| 3030 NW EXPRESSWAY SUITE 1600 | OKLAHOMA CITY | OK | 73112 | NONE | PC | Event sponsorship | $2,100 |
| International Children's Fund | |||||||
| 619 MAIN STREET | NEENAH | WI | 54956 | NONE | PC | Humanitarian aid | $200 |
| Jackson State University Development Foundation | |||||||
| PO BOX 17144 | JACKSON | MS | 39217 | NONE | PC | General financial support | $450 |
| JDRF International | |||||||
| 907 S DETROIT AVENUE SUITE 1006 | TULSA | OK | 74120 | NONE | PC | Education/Research for Type I Diabetes | $6,200 |
| Jim Riley Outreach | |||||||
| 11576 Clairmont Ct | FRISCO | TX | 75035 | NONE | PC | Transitional living home | $100 |
| Jim Thorpe Association | |||||||
| PO BOX 270716 | OKLAHOMA CITY | OK | 73137 | NONE | PC | Event sponsorship | $5,950 |
| John Marshall High School Foundation | |||||||
| 9500 HENLEY STREET | OKLAHOMA CITY | OK | 73131 | NONE | PC | Education Assistance | $2,000 |
| John Rex Elementary PTA | |||||||
| 500 W SHERIDAN AVENUE | OKLAHOMA CITY | OK | 73102 | NONE | PC | Teacher/Parent Support | $3,000 |
| John W Rex Charter Elementary School | |||||||
| 2932 NW 122ND STREET STE D | OKLAHOMA CITY | OK | 731201955 | NONE | PC | Education Support | $5,000 |
| Josiah Venture NFP | |||||||
| PO Box 4317 | WHEATON | IL | 60189 | NONE | PC | Religious ministry for youth | $5,000 |
| Junior Achievement of Oklahoma | |||||||
| 3947 S 103 E AVE | TULSA | OK | 74146 | NONE | PC | Youth services for a successful future | $8,500 |
| Kennett Area Community Service | |||||||
| 136 West Cedar Street | KENNET SQUARE | PA | 19348 | NONE | PC | Food, housing, crisis services | $500 |
| Kentucky School Boards Association Educational Foundation Inc | |||||||
| 260 Democrat Drive | FRANKFORT | KY | 40601 | NONE | PC | Education Support | $650 |
| Last Frontier Council Boy Scouts of America | |||||||
| 3031 N W 64TH STREET | OKLAHOMA CITY | OK | 73116 | NONE | PC | General financial support | $16,200 |
| Latino Community Development Agency | |||||||
| 420 SW 10TH ST | OKLAHOMA CITY | OK | 73109 | NONE | PC | Event sponsorship | $2,041 |
| Leadership Oklahoma | |||||||
| 5500 NORTH WESTERN SUITE 142 | OKLAHOMA CITY | OK | 73118 | NONE | PC | Education Outreach | $12,950 |
| Leadership Oklahoma City | |||||||
| 730 WEST WILSHIRE BLVD SUITE 116 | OKLAHOMA CITY | OK | 73116 | NONE | PC | Education Outreach | $6,050 |
| Library Endowment Trust | |||||||
| 300 PARK AVENUE | OKLAHOMA CITY | OK | 73102 | NONE | PC | General financial support | $5,550 |
| LifeShare Foundation | |||||||
| 4705 NW Expressway | OKLAHOMA CITY | OK | 73132 | NONE | PC | Organ donation awareness | $100 |
| Little Ones Ministries | |||||||
| 1204 SW 81ST ST | OKLAHOMA CITY | OK | 73139 | NONE | PC | Community support | $1,000 |
| Lyric Theatre of Oklahoma | |||||||
| 1727 N W 16TH STREET | OKLAHOMA CITY | OK | 73106 | NONE | PC | Event sponsorship | $13,050 |
| Make-A-Wish Oklahoma | |||||||
| 1900 NORTHWEST EXPRESSWAY 700 | OKLAHOMA CITY | OK | 73118 | NONE | PC | Trip scholoarships for terminally ill patients | $1,920 |
| March of Dimes | |||||||
| 5100 N BROOKLINE AVE SUITE 850 | OKLAHOMA CITY | OK | 731123627 | NONE | PC | March for Babies Sponsorship | $5,100 |
| Maui Health Foundation | |||||||
| 221 MAHALANI STREET | WAILUKU | HI | 96793 | NONE | PC | General financial support | $10,000 |
| McCall's Chapel School | |||||||
| 13546 COUNTY RD 3600 | ADA | OK | 74820 | NONE | PC | Community support | $3,000 |
| Mercy Health Foundation Oklahoma City | |||||||
| 13321 N MERIDIAN SUITE 206 | OKLAHOMA CITY | OK | 73120 | NONE | PC | Womens Center Support | $2,450 |
| Mid-America Christian University | |||||||
| 3500 SW 119TH STREET | OKLAHOMA CITY | OK | 73170 | NONE | PC | Education Support | $257 |
| Monte Cassino School | |||||||
| 2206 S LEWIS AVENUE | TULSA | OK | 74114 | NONE | PC | Education Support | $500 |
| Multiple Sclerosis Association of America | |||||||
| PO BOX 1887 | MERRIFIELD | VA | 221168087 | NONE | PC | Diesease Education/support | $50 |
| Myriad Gardens Foundation | |||||||
| 301 WEST RENO | OKLAHOMA CITY | OK | 73102 | NONE | PC | Event sponsorship | $1,350 |
| National AMBUCS | |||||||
| PO Box 5127 | HIGH POINT | NC | 27262 | NONE | PC | Disability support | $1,000 |
| National Cowboy & Western Heritage Museum | |||||||
| 1700 NE 63RD STREET | OKLAHOMA CITY | OK | 73111 | NONE | PC | Western history preservation | $19,680 |
| National Military Family Association | |||||||
| 3601 EISENHOWER AVENUE SUITE 425 | ALEXANDRIA | VA | 22304 | NONE | PC | Military family support | $50 |
| National Multiple Sclerosis Society | |||||||
| 6051 N BROOKLINE SUITE 121 | OKLAHOMA CITY | OK | 73112 | NONE | PC | General financial support | $2,475 |
| Neighborhood Services Organization | |||||||
| 431 SW 11TH STREET | OKLAHOMA CITY | OK | 73109 | NONE | PC | Housing assistance for the homeless | $500 |
| NewView Oklahoma | |||||||
| 501 N DOUGLAS AVE | OKLAHOMA CITY | OK | 73106 | NONE | PC | Educational Outreach Program | $5,000 |
| Next Gen Under 30 Foundation | |||||||
| 220 W WILSHIRE BLVD STE F2 | OKLAHOMA CITY | OK | 73116 | NONE | PC | Educational Outreach Program | $8,408 |
| North OKC Soccer Club Inc | |||||||
| PO Box 720091 | OKLAHOMA CITY | OK | 73172 | NONE | PC | Park development/Youth soccer programs | $25,000 |
| OETA Foundation | |||||||
| PO BOX 960022 | OKLAHOMA CITY | OK | 731960022 | NONE | PC | Event sponsorship | $60 |
| OKC Beautiful | |||||||
| 3535 CLASSEN BLVD | OKLAHOMA CITY | OK | 73118 | NONE | PC | Annual campaign | $2,000 |
| Oklahoma Center for Nonprofits | |||||||
| 720 W WILSHIRE BLVD SUITE 115 | OKLAHOMA CITY | OK | 73116 | NONE | PC | Event sponsorship | $14,950 |
| Oklahoma Children's Theatre | |||||||
| 2501 NORTH BLACKWELDER | OKLAHOMA CITY | OK | 73106 | NONE | PC | General financial support | $1,500 |
| Oklahoma Christian University | |||||||
| 2501 E MEMORIAL RD BOX 11000 | OKLAHOMA CITY | OK | 731361100 | NONE | PC | Actuarial Internship Program | $8,500 |
| Oklahoma City County Historical Society | |||||||
| PO BOX 893050 | OKLAHOMA CITY | OK | 73189 | NONE | PC | State/Local Histroy Education | $500 |
| Oklahoma City Ballet | |||||||
| 7421 NORTH CLASSEN | OKLAHOMA CITY | OK | 73116 | NONE | PC | Annual campaign | $9,250 |
| Oklahoma City Economic Development Foundation | |||||||
| 123 PARK AVENUE | OKLAHOMA CITY | OK | 73102 | NONE | PC | Educational Outreach Program | $10,000 |
| Oklahoma City Museum of Art | |||||||
| 415 COUCH DRIVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | Event sponsorship | $35,265 |
| Oklahoma City National Memorial Foundation | |||||||
| PO BOX 323 | OKLAHOMA CITY | OK | 73101 | NONE | PC | Event sponsorship | $9,440 |
| Oklahoma City Philharmonic | |||||||
| 424 COLCORD DRIVE SUITE B | OKLAHOMA CITY | OK | 73102 | NONE | PC | Annual concert sponsorship | $16,000 |
| Oklahoma City Public Schools Foundation | |||||||
| 431 West Main Street Suite E | OKLAHOMA CITY | OK | 73102 | NONE | PC | Education Support | $34,760 |
| Oklahoma City University | |||||||
| 2501 N BLACKWELDER | OKLAHOMA CITY | OK | 73106 | NONE | PC | Event sponsorship/outreach program/music/theater support | $16,390 |
| Oklahoma City University School of Law | |||||||
| 2501 N BLACKWELDER | OKLAHOMA CITY | OK | 73106 | NONE | PC | Scholarship donation | $1,000 |
| Oklahoma Cleats for Kids | |||||||
| 720 W WILSHIRE BLVD STE 120 | OKLAHOMA CITY | OK | 73116 | NONE | PC | Event sponsorship | $9,000 |
| Oklahoma Contemporary Arts Center | |||||||
| 3000 GENERAL PERSHING BLVD | OKLAHOMA CITY | OK | 73107 | NONE | PC | Education Outreach Grant | $5,000 |
| Oklahoma Council on Economic Education | |||||||
| 100 N UNIVERSITY DRIVE BOX 103 | EDMOND | OK | 73034 | NONE | PC | Education Outreach | $5,000 |
| Oklahoma Engineering Foundation | |||||||
| 220 N E 28TH STREET | OKLAHOMA CITY | OK | 73105 | NONE | PC | MATHCOUNTS program | $20,000 |
| Oklahoma Foundation for Excellence | |||||||
| 101 PARK AVENUE SUITE 420 | OKLAHOMA CITY | OK | 73102 | NONE | PC | Fall Forrum sponsorship | $3,000 |
| Oklahoma Foundation for the Disabled | |||||||
| 8421 NORTH WALKER AVENUE | OKLAHOMA CITY | OK | 731143316 | NONE | PC | Financial support for the disabled | $1,000 |
| Oklahoma Guardian Ad Litem Institute | |||||||
| 1701 SIGNAL RIDGE DRIVE SUITE 110 | EDMOND | OK | 73013 | NONE | PC | Child advocacy | $1,000 |
| Oklahoma Hall of Fame | |||||||
| 1400 Classen Drive | OKLAHOMA CITY | OK | 73106 | NONE | PC | History/education services | $15,840 |
| Oklahoma Humane Society | |||||||
| 7500 N WESTERN AVENUE | OKLAHOMA CITY | OK | 73116 | NONE | PC | Animal advocacy | $2,365 |
| Oklahoma Interviewing Services Inc | |||||||
| PO BOX 96587 | OKLAHOMA CITY | OK | 73143 | NONE | PC | Programs/Services for victims of abuse | $1,000 |
| Oklahoma Israel Exchange | |||||||
| 6608 N WESTERN AVE STE 464 | OKLAHOMA CITY | OK | 73116 | NONE | PC | Event sponsorship | $3,600 |
| Oklahoma Medical Research Foundation | |||||||
| 825 NORTHEAST 13TH STREET | OKLAHOMA CITY | OK | 731045097 | NONE | PC | Endowment fund/General financial support | $38,620 |
| Oklahoma Project Woman | |||||||
| PO BOX 14026 | TULSA | OK | 741591026 | NONE | PC | General financial support | $4,600 |
| Oklahoma School of Science and Mathematics Foundation | |||||||
| 1141 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | NONE | PC | Education Support | $5,000 |
| Oklahoma Senior Follies Inc | |||||||
| 1816 COVENTRY LN | NICHOLS HILLS | OK | 73120 | NONE | PC | General financial support | $2,000 |
| Oklahoma Shakespeare in the Park | |||||||
| PO BOX 1437 | OKLAHOMA CITY | OK | 731011437 | NONE | PC | General financial support | $3,000 |
| Oklahoma State Fair | |||||||
| PO BOX 74943 | OKLAHOMA CITY | OK | 73147 | NONE | PC | Student scholarship program | $5,000 |
| Oklahoma Wildlife Conservation Foundation | |||||||
| PO BOX 53488 | OKLAHOMA CITY | OK | 73152 | NONE | PC | General financial support | $5,000 |
| Oklahoma Youth Orchestras | |||||||
| 2501 NORTH BLACKWELDER | OKLAHOMA CITY | OK | 73106 | NONE | PC | Music education | $7,500 |
| Oklahomans for the Arts | |||||||
| 111 NW 9TH STREET | OKLAHOMA CITY | OK | 73102 | NONE | PC | Art advocacy | $2,000 |
| Olin College of Engineering | |||||||
| 1000 OLIN WAY | NEEDHAM | MA | 02492 | NONE | PC | Education Outreach | $1,000 |
| Orange Coast College Foundation | |||||||
| 2701 Fairview Road | COSTA MESA | CA | 92626 | NONE | PC | Education Support | $1,000 |
| OSU Foundation | |||||||
| PO BOX 1749 | STILLWATER | OK | 740761749 | NONE | PC | Scholarship/General financial support | $7,200 |
| OSU Foundation - Men's Golf | |||||||
| 400 SOURTH MONROE | STILLWATER | OK | 74074 | NONE | PC | Scholarship Assistance | $7,200 |
| OSU Foundation SAS Marketing Analytics | |||||||
| PO Box 1749 | STILLWATER | OK | 74076 | NONE | PC | Scholarship Assistance | $1,000 |
| OU Foundation | |||||||
| PO BOX 258856 | OKLAHOMA CITY | OK | 73125 | NONE | PC | Program Assistance | $13,620 |
| Ovarian Cancer Research Alliance | |||||||
| 14 Pennsylvania Plaza Suite 2110 | NEW YORK | NY | 10122 | NONE | PC | Cancer research | $50 |
| Parents Helping Parents Inc | |||||||
| 3609 QUAIL CREEK ROAD | OKLAHOMA CITY | OK | 73120 | NONE | PC | Parental education | $100 |
| Parkinson Foundation of Oklahoma | |||||||
| 720 W WILSHIRE BLVD SUITE 101H | OKLAHOMA CITY | OK | 73116 | NONE | PC | General financial support | $1,000 |
| Partners In Education Foundation with Knox County Schools | |||||||
| 505 Summer Place UT Towers/6th Floo | KNOXVILLE | TN | 37902 | NONE | PC | Education Support | $50 |
| Paseo Arts Association | |||||||
| 3024 PASEO | OKLAHOMA CITY | OK | 73103 | NONE | PC | Operating support | $1,250 |
| Pelotonia | |||||||
| 450 W BROAD STREET | COLUMBUS | OH | 43215 | NONE | PC | Education/Cancer research | $62 |
| Pets & People Humane Society | |||||||
| PO BOX 850587 | YUKON | OK | 73099 | NONE | PC | Animal welfare | $100 |
| Pittsburg State University Foundation | |||||||
| PO BOX 4005 | PITTSBURG | KS | 667629910 | NONE | PC | Scholarship Assistance | $500 |
| Pivot Inc | |||||||
| 1725 E Baltimore Street | BALTIMORE | MD | 21231 | NONE | PC | Community reentry program for women | $700 |
| Plaza District Association | |||||||
| 1624 N BLACKWELDER APT 1 | OKLAHOMA CITY | OK | 73106 | NONE | PC | Event sponsorship | $750 |
| Positive Tomorrows | |||||||
| PO Box 61190 | OKLAHOMA CITY | OK | 73146 | NONE | PC | Education outreach/General financial support | $11,000 |
| Possibilities Inc | |||||||
| PO BOX 60254 | OKLAHOMA CITY | OK | 731460254 | NONE | PC | Education outreach | $17,800 |
| Project31 | |||||||
| PO Box 5301 | EDMOND | OK | 73083 | NONE | PC | Breast cancer research/support | $350 |
| Rainbow Fleet | |||||||
| 3024 PASEO | OKLAHOMA CITY | OK | 731031021 | NONE | PC | Education outreach | $4,000 |
| Regional Food Bank of Oklahoma | |||||||
| 3355 SOUTH PURDUE AVENUE | OKLAHOMA CITY | OK | 73179 | NONE | PC | Annual food drive | $20,850 |
| ReMerge of Oklahoma County Inc | |||||||
| PO Box 2845 | OKLAHOMA CITY | OK | 73101 | NONE | PC | Event sponsorship/General financial support | $5,564 |
| Riding On Insulin | |||||||
| PO BOX 1516 | WHITEFISH | MT | 59937 | NONE | PC | General financial support | $1,000 |
| Right Hand Ministries | |||||||
| PO BOX 241206 | LITTLE ROCK | AR | 722231206 | NONE | PC | General financial support | $500 |
| RIVERSPORT Foundation | |||||||
| 725 S LINCOLN BLVD | OKLAHOMA CITY | OK | 73129 | NONE | PC | Riversport expansion and support | $15,000 |
| Roanoke College | |||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | NONE | PC | Education Support | $1,000 |
| Santa Fe Family Life Center | |||||||
| 6300 N Santa Fe Ave | OKLAHOMA CITY | OK | 73118 | NONE | PC | Youth sports mentoring | $4,400 |
| Scissortail Park Foundation | |||||||
| 300 SW 7TH STREET | OKLAHOMA CITY | OK | 73109 | NONE | PC | Event sponsorship/General financial support | $34,850 |
| Service Over Self | |||||||
| 2505 Poplar Avenue | MEMPHIS | TN | 38112 | NONE | PC | Housing rehabilitation | $1,000 |
| Sigma Nu Educational Foundation Inc | |||||||
| PO BOX 1869 | LEXINGTON | VA | 24450 | NONE | PC | Educational initiatives | $1,000 |
| Sister Cities OKC Inc | |||||||
| PO BOX 892796 | OKLAHOMA CITY | OK | 73189 | NONE | PC | Event sponsorship | $2,063 |
| SixTwelve Inc | |||||||
| 612 NW 29TH STREET | OKLAHOMA CITY | OK | 73103 | NONE | PC | Arts education support | $2,500 |
| Smart Start Central Oklahoma | |||||||
| PO BOX 21505 | OKLAHOMA CITY | OK | 73156 | NONE | PC | Early childhood development | $17,380 |
| Southern Poverty Law Center | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | Legal aid for low income residents | $100 |
| Spanish Cove Housing Authority | |||||||
| 11 PALM AVE | YUKON | OK | 73099 | NONE | PC | General financial support | $250 |
| Special Care Inc | |||||||
| 12201 NORTH WESTERN AVENUE | OKLAHOMA CITY | OK | 73114 | NONE | PC | Education outreach program | $5,000 |
| Special Olympics Oklahoma | |||||||
| 6835 S CANTON AVE | TULSA | OK | 74136 | NONE | PC | Support for athletes with disabilities | $5,250 |
| St Anthony Foundation | |||||||
| PO BOX 205 | OKLAHOMA CITY | OK | 73101 | NONE | PC | Event sponsorship | $2,100 |
| St Jude Children's Research Hospital | |||||||
| PO BOX 50 | MEMPHIS | TN | 381019929 | NONE | PC | Childhood cancer research | $1,000 |
| St Luke's United Methodist Church | |||||||
| 222 NW 15TH STREET | OKLAHOMA CITY | OK | 73103 | NONE | PC | Meals on Wheels assistance | $10,000 |
| Sunbeam Family Services | |||||||
| 1100 NW 14TH STREET | OKLAHOMA CITY | OK | 73106 | NONE | PC | General financial support | $1,603 |
| Teach For America | |||||||
| 309 NW 13TH STREET | OKLAHOMA CITY | OK | 73103 | NONE | PC | Education outreach program | $5,000 |
| Terra Verda Discovery School | |||||||
| 1000 36th Avenue SE | NORMAN | OK | 73026 | NONE | PC | Education Support | $150 |
| Texas State University System Foundation | |||||||
| 601 UNIVERSITY DRJCK 960 | SAN MARCOS | TX | 78666 | NONE | PC | General financial support | $100 |
| The 34 Project Inc | |||||||
| 4407 N Hammond Avenue | BETHANY | OK | 73008 | NONE | PC | Spinal cord injuries support | $1,100 |
| The Center for Education Leadership | |||||||
| 87 C Michael Davenport Blvd | FRANKFORT | KY | 40601 | NONE | PC | Education Support | $600 |
| The Dollywood Foundation | |||||||
| 111 E Main Street 2nd Floor | SEVIERVILLE | TN | 37862 | NONE | PC | Dollys Imagination Library | $100 |
| The Education and Employment Ministry | |||||||
| 14 N E 13TH STREET | OKLAHOMA CITY | OK | 73104 | NONE | PC | General financial support | $5,200 |
| The First Tee of Metropolitan Oklahoma City | |||||||
| 600 N MARTIN LUTHER KING | OKLAHOMA CITY | OK | 73101 | NONE | PC | Education outreach | $5,000 |
| The NEA Foundation | |||||||
| 1201 SIXTEENTH STREET NW STE 416 | WASHINGTON | DC | 20036 | NONE | PC | Event sponsorship | $30,000 |
| The Odyssey Preparatory Academy | |||||||
| PO Box 58 | BUCKEYE | AZ | 85326 | NONE | PC | Education Support | $300 |
| The Oklahoma Academy | |||||||
| 2425 NOWATA PL | BARTLESVILLE | OK | 74006 | NONE | PC | General financial support | $3,150 |
| The Oklahoma Caring Foundation | |||||||
| PO BOX 3283 | TULSA | OK | 741023283 | NONE | PC | Champions of Health Initiative | $2,500 |
| The Salvation Army | |||||||
| PO BOX 2095 | OKLAHOMA CITY | OK | 731012095 | NONE | PC | General financial support | $5,050 |
| The University of Tulsa | |||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 741049985 | NONE | PC | Scholarship Assistance | $500 |
| Trustees of Dartmouth College | |||||||
| 6066 Development Office | HANOVER | NH | 03755 | NONE | PC | Education Support | $40,000 |
| Tulsa Community Foundation - Max and David Cameron Fund | |||||||
| 7030 S YALE STE 600 | TULSA | OK | 74136 | NONE | PC | General financial support | $500 |
| United Way of Central Oklahoma | |||||||
| PO BOX 837 | OKLAHOMA CITY | OK | 73101 | NONE | PC | Campaign pledge | $235,000 |
| University of Central Oklahoma Fdtn | |||||||
| 100 N UNIVERSITY DRIVE | EDMOND | OK | 73034 | NONE | PC | Scholarship/General financial support | $17,500 |
| University of Southern Mississippi Fdtn | |||||||
| 118 COLLEGE DRIVE 10014 | HATTIESBURG | MS | 394060001 | NONE | PC | Scholarship/General financial support | $1,000 |
| Urban League of Greater Oklahoma City | |||||||
| 3900 N MARTIN LUTHER KING JR AVE | OKLAHOMA CITY | OK | 73111 | NONE | PC | Event sponsorship/General financial support | $1,120 |
| Variety Care Foundation | |||||||
| PO BOX 2098 | OKLAHOMA CITY | OK | 73101 | NONE | PC | Event sponsorship/General financial support | $10,600 |
| Water4 Inc | |||||||
| 2405 NW 10th Street | OKLAHOMA CITY | OK | 73107 | NONE | PC | Global water crisis support | $50 |
| Wes Welker Foundation | |||||||
| PO BOX 20777 | OKLAHOMA CITY | OK | 731562777 | NONE | PC | Event sponsorship | $3,840 |
| West Point Parents Club of Central Oklahoma | |||||||
| 14409 Woodbrier Drive | PIEDMONT | OK | 73078 | NONE | PC | Military family support | $1,000 |
| Western Plains Youth and Family Services | |||||||
| 202639 E County Road 42 | WOODWARD | OK | 73801 | NONE | PC | Counseling & mental health services | $5,000 |
| Westminster School | |||||||
| 600 NW 44th Street | OKLAHOMA CITY | OK | 73118 | NONE | PC | Education Support | $5,000 |
| Wings Special Needs Community | |||||||
| 13700 N EASTERN AVE | EDMOND | OK | 73013 | NONE | PC | General financial support | $10,000 |
| World Central Kitchen | |||||||
| 200 Massachusetts Ave NW 7th Floor | WASHINGTON | DC | 20001 | NONE | PC | Feeding those affected by natural disasters | $6,050 |
| WovenLife | |||||||
| 701 NE 13th Street | OKLAHOMA CITY | OK | 73104 | NONE | PC | Education Support | $2,500 |
| YMCA of Greater Oklahoma City | |||||||
| 500 N BROADWAY SUITE 500 | OKLAHOMA CITY | OK | 73102 | NONE | PC | Annual campaign | $11,100 |
| Youth Scratch Master's Tour | |||||||
| PO Box 1212 | NEWCASTLE | OK | 73065 | NONE | PC | Youth sports mentoring | $500 |
| YWCA Oklahoma City | |||||||
| 500 N BROADWAY SUITE 500 | OKLAHOMA CITY | OK | 73102 | NONE | PC | Event sponsorship/General financial support | $9,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,914,414 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,062,346 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$116,800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $945,546 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $945,546 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 |
|---|---|---|---|---|---|---|
| AMERICAN FIDELITY ASSURANCE COMPANY | ||||||
| 1 | PO BOX 25523 | OKLAHOMA CITY | OK | 73125 | $2,500,000 | Yes (X) |
| AMERICAN FIDELITY CORPORATION | ||||||
| 2 | PO BOX 25523 | OKLAHOMA CITY | OK | 73215 | $118,078 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (21 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Apple Inc. | $348,067 | $348,067 |
| Bank of New York | $194,569 | $194,569 |
| Bristol-Myers Squibb Company | $363,440 | $363,440 |
| Comcast Corp. | $425,374 | $425,374 |
| Costco Wholesale Corporation | $235,446 | $235,446 |
| Disney (Walt) Company | $402,165 | $402,165 |
| Emerson Electric Company | $144,914 | $144,914 |
| Exxon Mobil Corporation | $0 | $0 |
| FNR | $0 | $0 |
| FNR | $28,503 | $28,503 |
| FNR | $185,644 | $185,644 |
| GNR | $0 | $0 |
| Home Depot, Inc. | $436,194 | $436,194 |
| Intel Corporation | $358,560 | $358,560 |
| Intl Business Machines Corp | $428,107 | $428,107 |
| Johnson & Johnson | $445,094 | $445,094 |
| Nike - Class B | $427,772 | $427,772 |
| Shell International Fin | $193,941 | $193,941 |
| Wal-mart Stores, Inc. | $526,490 | $526,490 |
| Vanguard S/T Bond Index | $499,698 | $499,698 |
| Vanguard S/T Bond Index | $298,666 | $298,666 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M Company | $230,246 | $230,246 |
| Air Products & Chemicals, Inc. | $433,105 | $433,105 |
| Apple Inc. | $531,154 | $531,154 |
| Areas Capital Corp | $953,532 | $953,532 |
| Artisan International Fund | $1,020,806 | $1,020,806 |
| American Funds Euro Growth F3 | $1,347,288 | $1,347,288 |
| Automatic Data Processing, Inc. | $467,688 | $467,688 |
| Brandes Inst Intl Equity Fund | $1,662,361 | $1,662,361 |
| Bristol-Myers Squibb Company | $371,406 | $371,406 |
| Chevron Corporation | $488,392 | $488,392 |
| Cisco Systems, Inc | $233,055 | $233,055 |
| Coca-Cola Company | $315,696 | $315,696 |
| CVS Caremark Corp | $214,523 | $214,523 |
| Disney (Walt) Company | $192,352 | $192,352 |
| Eli Lilly and Company | $731,680 | $731,680 |
| Exxon Mobil Corporation | $379,101 | $379,101 |
| Glaxosmithkline | $181,849 | $181,849 |
| Hood River SM Cap Grow - Inst | $1,125,248 | $1,125,248 |
| Illinois Tool Works | $402,708 | $402,708 |
| Intel Corporation | $170,870 | $170,870 |
| Intl Business Machines Corp | $358,424 | $358,424 |
| JP Morgan Chase & Co | $394,388 | $394,388 |
| Johnson & Johnson | $403,115 | $403,115 |
| Mcdonald's Corporation | $433,243 | $433,243 |
| Metlife, Inc. | $601,105 | $601,105 |
| Microsoft Corporation | $507,459 | $507,459 |
| Northern Small Cap Value Fund | $1,422,015 | $1,422,015 |
| Northern Trust Corp | $325,732 | $325,732 |
| Nucor Corporation | $756,590 | $756,590 |
| Oracle Corporation | $294,264 | $294,264 |
| Pepsico, Inc | $424,551 | $424,551 |
| Pfizer Inc. | $433,286 | $433,286 |
| Phillip Morris International | $385,003 | $385,003 |
| Proctor & Gamble Company | $326,309 | $326,309 |
| Royal Dutch Shell - Spon ADR-B | $0 | $0 |
| Schlumberger Ltd | $429,605 | $429,605 |
| Shell PLC-ADR | $324,900 | $324,900 |
| Starbucks Corp | $362,576 | $362,576 |
| Target Corporation | $368,576 | $368,576 |
| Tweedy Browne Global Value | $1,574,948 | $1,574,948 |
| US Bancorp | $247,661 | $247,661 |
| United Parcel Service | $432,688 | $432,688 |
| Wells Fargo & Company | $296,793 | $296,793 |
| Vanguard Midcap Index - ADM | $1,873,479 | $1,873,479 |
| Vanguard SML Cap Index - ADM | $1,831,689 | $1,831,689 |
| Verizon Communications, Inc | $219,261 | $219,261 |
| Vanguard Dev Mkt Indx-ADM | $699,170 | $699,170 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,993,873 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,993,873 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other Investments - Goldman Sachs Asset Mgt (GSAM) | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $775,434 | BookValueAmt |
| EOYFMV | $775,434 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Investment Income | $54,411 | $82,277 | $82,277 |
| Other Receivables | $0 | $2,848 | $2,848 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $5,316,873 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cash/Custodial Fees | Desc |
| Revenue And Expenses Per Books | $263 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $263 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Liabilities - Securities Purchased, Not Settled | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,000,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $117,815 | Amt |
| Net Investment Income | $117,815 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal income Tax Expense | CategoryTxt |
| Amt | $27,820 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |