LOVE MEYER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LOVE MEYER FAMILY FOUNDATION (EIN 47-2760549)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349103821
- 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 Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T13:42:20-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472760549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVE MEYER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOVE | BusinessNameControlTxt |
| Phone | 4058475445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 24540 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SPENCER W HAINES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4058475445 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SPENCER | PersonFirstNm |
| Person Last | HAINES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
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 | $9,122,446 | 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 | $175,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $201,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $201,194 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,215,229 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,381,151 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,215,229 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,021 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,021 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,592,444 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,417,444 | 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 |
| Other Prof Fees Rev And Expnss | $43,459 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,459 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,724 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,724 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $268 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $268 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,651,107 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,721,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,451 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,519,946 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,519,946 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,241,504 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,451 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,519,946 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,649,060 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,368,993 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $253,154 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $235,939 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $235,939 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,011,189 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,197,857 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,197,857 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,889,939 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,658,282 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,658,282 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,368 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,368 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,154,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,122,446 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,122,446 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $382,776 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $382,776 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,771,506 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,122,446 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,771,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,122,446 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,154,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,122,446 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,771,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,649,060 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,122,446 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,122,446 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (82 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| POOL CORP COM STK | 2022-03-02 | 2022-10-19 | $3,855 | $6,202 | -$2,347 | -$2,347 | |
| POOL CORP COM STK | 2022-03-01 | 2022-10-24 | $583 | $923 | -$340 | -$340 | |
| POOL CORP COM STK | 2022-03-02 | 2022-10-24 | $1,748 | $2,863 | -$1,115 | -$1,115 | |
| POOL CORP COM STK | 2022-03-22 | 2022-10-24 | $5,243 | $8,564 | -$3,321 | -$3,321 | |
| POOL CORP COM STK | 2022-07-07 | 2022-10-25 | $4,766 | $6,150 | -$1,384 | -$1,384 | |
| POOL CORP COM STK | 2022-02-28 | 2022-10-25 | $4,766 | $7,305 | -$2,539 | -$2,539 | |
| POOL CORP COM STK | 2022-03-01 | 2022-10-25 | $5,064 | $7,848 | -$2,784 | -$2,784 | |
| BBH LIMITED DURATION FUND CL I | 2021-12-31 | 2022-12-27 | $4,169 | $4,302 | -$133 | -$133 | |
| BROWN-FORMAN CORP CLASS B COMMON | 2018-12-21 | 2022-01-06 | $2,847 | $1,886 | $961 | $961 | |
| BROWN-FORMAN CORP CLASS B COMMON | 2018-12-27 | 2022-01-06 | $7,221 | $4,846 | $2,375 | $2,375 | |
| BROWN-FORMAN CORP CLASS B COMMON | 2018-12-24 | 2022-01-07 | $3,828 | $2,558 | $1,270 | $1,270 | |
| BROWN-FORMAN CORP CLASS B COMMON | 2018-12-21 | 2022-01-07 | $8,955 | $6,027 | $2,928 | $2,928 | |
| ALPHABET INC CL C | 2015-07-13 | 2022-01-10 | $10,801 | $2,159 | $8,642 | $8,642 | |
| BROWN-FORMAN CORP CLASS B COMMON | 2019-01-18 | 2022-01-10 | $8,803 | $6,072 | $2,731 | $2,731 | |
| BROWN-FORMAN CORP CLASS B COMMON | 2018-12-24 | 2022-01-10 | $9,002 | $6,213 | $2,789 | $2,789 | |
| ALPHABET INC CL C | 2017-02-28 | 2022-01-10 | $885,661 | $270,908 | $614,753 | $614,753 | |
| BROWN-FORMAN CORP CLASS B COMMON | 2019-01-18 | 2022-01-11 | $5,134 | $3,516 | $1,618 | $1,618 | |
| BROWN-FORMAN CORP CLASS B COMMON | 2019-01-22 | 2022-01-11 | $9,334 | $6,377 | $2,957 | $2,957 | |
| BROWN-FORMAN CORP CLASS B COMMON | 2018-12-20 | 2022-01-11 | $9,667 | $6,602 | $3,065 | $3,065 | |
| NESTLE S A SPONS ADR | 2015-07-13 | 2022-02-03 | $16,729 | $9,661 | $7,068 | $7,068 | |
| WASTE MANAGEMENT INC | 2015-07-13 | 2022-02-03 | $27,588 | $9,019 | $18,569 | $18,569 | |
| NESTLE S A SPONS ADR | 2019-12-17 | 2022-02-03 | $41,108 | $33,361 | $7,747 | $7,747 | |
| WASTE MANAGEMENT INC | 2012-05-22 | 2022-02-03 | $52,534 | $11,771 | $40,763 | $40,763 | |
| ZOETIS INC COM STK | 2016-02-05 | 2022-02-03 | $159,558 | $32,419 | $127,139 | $127,139 | |
| COLGATE PALMOLIVE CO | 2019-01-25 | 2022-02-24 | $5,668 | $4,633 | $1,035 | $1,035 | |
| COLGATE PALMOLIVE CO | 2019-03-07 | 2022-02-24 | $14,661 | $12,683 | $1,978 | $1,978 | |
| COLGATE PALMOLIVE CO | 2019-01-24 | 2022-02-24 | $37,786 | $30,985 | $6,801 | $6,801 | |
| BERKSHIRE HATHAWAY INC-CL B | 2015-07-13 | 2022-03-22 | $31,239 | $12,546 | $18,693 | $18,693 | |
| PROGRESSIVE CORP OHIO | 2020-05-21 | 2022-03-24 | $8,089 | $5,262 | $2,827 | $2,827 | |
| PROGRESSIVE CORP OHIO | 2020-05-26 | 2022-03-24 | $22,672 | $14,763 | $7,909 | $7,909 | |
| ZOETIS INC COM STK | 2016-02-05 | 2022-03-24 | $150,570 | $32,419 | $118,151 | $118,151 | |
| BAXTER INTL INC | 2020-03-19 | 2022-03-29 | $7,211 | $7,311 | -$100 | -$100 | |
| BAXTER INTL INC | 2020-03-16 | 2022-03-29 | $14,026 | $13,247 | $779 | $779 | |
| BAXTER INTL INC | 2020-03-25 | 2022-03-29 | $15,294 | $14,202 | $1,092 | $1,092 | |
| BAXTER INTL INC | 2020-03-12 | 2022-03-29 | $29,795 | $28,218 | $1,577 | $1,577 | |
| COSTCO WHOLESALE CORP | 2021-03-03 | 2022-04-04 | $4,592 | $2,603 | $1,989 | $1,989 | |
| COSTCO WHOLESALE CORP | 2019-01-02 | 2022-04-04 | $6,314 | $2,246 | $4,068 | $4,068 | |
| COSTCO WHOLESALE CORP | 2021-03-05 | 2022-04-04 | $8,610 | $4,658 | $3,952 | $3,952 | |
| ARTHUR J GALLAGHER & CO | 2019-07-29 | 2022-05-10 | $4,764 | $2,755 | $2,009 | $2,009 | |
| STARBUCKS CORP | 2020-11-12 | 2022-05-10 | $7,797 | $10,114 | -$2,317 | -$2,317 | |
| ARTHUR J GALLAGHER & CO | 2019-07-30 | 2022-05-10 | $18,105 | $10,460 | $7,645 | $7,645 | |
| ARTHUR J GALLAGHER & CO | 2019-07-18 | 2022-05-10 | $18,581 | $10,766 | $7,815 | $7,815 | |
| ARTHUR J GALLAGHER & CO | 2019-07-17 | 2022-05-10 | $20,487 | $11,863 | $8,624 | $8,624 | |
| LINDE PLC COM STK | 2018-10-31 | 2022-05-10 | $70,801 | $38,575 | $32,226 | $32,226 | |
| STARBUCKS CORP | 2020-10-23 | 2022-05-10 | $28,155 | $35,291 | -$7,136 | -$7,136 | |
| BBH LIMITED DURATION FUND CL I | 2021-04-27 | 2022-05-10 | $150,000 | $154,175 | -$4,175 | -$4,175 | |
| SHERWIN WILLIAMS CO | 2021-01-15 | 2022-06-17 | $12,963 | $13,967 | -$1,004 | -$1,004 | |
| ARTHUR J GALLAGHER & CO | 2019-07-12 | 2022-06-29 | $3,921 | $2,193 | $1,728 | $1,728 | |
| ARTHUR J GALLAGHER & CO | 2019-07-30 | 2022-06-29 | $4,248 | $2,386 | $1,862 | $1,862 | |
| PROGRESSIVE CORP OHIO | 2020-05-21 | 2022-06-29 | $3,879 | $2,520 | $1,359 | $1,359 | |
| BBH LIMITED DURATION FUND CL I | 2021-04-27 | 2022-07-05 | $580,000 | $601,525 | -$21,525 | -$21,525 | |
| SHERWIN WILLIAMS CO | 2021-01-15 | 2022-07-07 | $3,360 | $3,371 | -$11 | -$11 | |
| SHERWIN WILLIAMS CO | 2021-01-14 | 2022-07-07 | $6,240 | $6,254 | -$14 | -$14 | |
| COPART INC COM STK | 2018-12-04 | 2022-08-04 | $1,042 | $402 | $640 | $640 | |
| COPART INC COM STK | 2018-10-04 | 2022-08-04 | $9,117 | $3,643 | $5,474 | $5,474 | |
| COPART INC COM STK | 2018-10-09 | 2022-08-04 | $18,625 | $7,341 | $11,284 | $11,284 | |
| COPART INC COM STK | 2018-10-10 | 2022-08-04 | $20,448 | $7,926 | $12,522 | $12,522 | |
| COPART INC COM STK | 2018-12-04 | 2022-08-08 | $17,703 | $6,887 | $10,816 | $10,816 | |
| COPART INC COM STK | 2018-12-04 | 2022-08-10 | $644 | $251 | $393 | $393 | |
| COPART INC COM STK | 2018-12-20 | 2022-08-10 | $12,492 | $4,568 | $7,924 | $7,924 | |
| COPART INC COM STK | 2019-01-17 | 2022-08-10 | $19,317 | $7,349 | $11,968 | $11,968 | |
| COPART INC COM STK | 2018-12-20 | 2022-08-11 | $17,595 | $6,404 | $11,191 | $11,191 | |
| COSTCO WHOLESALE CORP | 2019-01-02 | 2022-08-15 | $7,088 | $2,654 | $4,434 | $4,434 | |
| ARTHUR J GALLAGHER & CO | 2019-07-12 | 2022-08-15 | $5,316 | $2,559 | $2,757 | $2,757 | |
| ARTHUR J GALLAGHER & CO | 2019-07-11 | 2022-08-15 | $13,101 | $6,262 | $6,839 | $6,839 | |
| COPART INC COM STK | 2018-12-20 | 2022-08-29 | $2,668 | $1,036 | $1,632 | $1,632 | |
| COPART INC COM STK | 2018-12-20 | 2022-08-30 | $842 | $330 | $512 | $512 | |
| COPART INC COM STK | 2018-12-20 | 2022-08-31 | $1,794 | $706 | $1,088 | $1,088 | |
| AMAZON.COM INC | 2020-08-06 | 2022-09-15 | $36,958 | $47,101 | -$10,143 | -$10,143 | |
| SHERWIN WILLIAMS CO | 2021-01-15 | 2022-09-21 | $877 | $955 | -$78 | -$78 | |
| SHERWIN WILLIAMS CO | 2021-01-14 | 2022-09-21 | $1,534 | $1,684 | -$150 | -$150 | |
| SHERWIN WILLIAMS CO | 2021-01-15 | 2022-09-22 | $1,879 | $2,149 | -$270 | -$270 | |
| SHERWIN WILLIAMS CO | 2021-02-26 | 2022-09-23 | $3,781 | $4,092 | -$311 | -$311 | |
| SHERWIN WILLIAMS CO | 2021-01-15 | 2022-09-23 | $4,831 | $5,491 | -$660 | -$660 | |
| BBH INCOME FUND-I | 2020-10-27 | 2022-11-04 | $116,928 | $150,000 | -$33,072 | -$33,072 | |
| BBH INCOME FUND-I | 2019-09-27 | 2022-11-04 | $133,072 | $167,245 | -$34,173 | -$34,173 | |
| BBH LIMITED DURATION FUND CL I | 2021-11-12 | 2022-12-27 | $29,011 | $30,000 | -$989 | -$989 | |
| BBH LIMITED DURATION FUND CL I | 2021-04-27 | 2022-12-27 | $66,821 | $69,300 | -$2,479 | -$2,479 | |
| CLARKSTON SERIES TRUST CLARKSTON | 2016-06-30 | 2022-12-27 | $100,000 | $80,044 | $19,956 | $19,956 | |
| BBH ALT ASSETS | 2020-12-31 | 2022-12-31 | $80,914 | $80,914 | $80,914 | ||
| CEDAR ROCK BASIS GAIN | 2020-12-31 | 2022-12-31 | $1,966 | $1,966 | $1,966 | ||
| CAPITAL GAINS DIVIDENDS | $75,995 | $75,995 | $75,995 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,215,229 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,029 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,029 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,271 | OverpaymentAmt |
| Applied To ES Tax | $20,271 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4058475445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10601 N PENNSYLVANIA AVENUE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73120 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN M MEYER | ||||||||
| PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | PRESIDENT / DIRECTOR | 3.00 | $0 | $0 | $0 |
| JENNIFER LOVE MEYER | ||||||||
| PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | VICE-PRESIDENT / DIRECTOR | 0.00 | $0 | $0 | $0 |
| SPENCER W HAINES | ||||||||
| PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | TREASURER | 0.00 | $0 | $0 | $0 |
| EMILY BUNTING | ||||||||
| PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | SECRETARY | 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 | $10,476,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,232 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,638,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,638,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $159,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,478,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $523,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $523,946 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,029 | TotalTaxAmt |
| Distributable Before Adj | $504,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $504,917 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $504,917 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,519,946 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,519,946 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $504,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $194,011 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $310,305 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $637,755 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,054,484 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,549,729 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,746,284 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,519,946 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $504,917 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,015,029 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,761,313 | 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 | $194,011 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,567,302 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $310,305 | ExcessFromYear4Amt |
| Excess From Year3 | $637,755 | ExcessFromYear3Amt |
| Excess From Year2 | $1,054,484 | ExcessFromYear2Amt |
| Excess From Year1 | $1,549,729 | ExcessFromYear1Amt |
| Excess From Current Year | $2,015,029 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN M MEYER | ContributingManagerNm |
| Contributing Manager | JENNIFER LOVE MEYER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A CHANCE TO CHANGE | ||||||||
| 2113 WEST BRITTON RD | THE VILLAGE | OK | 73120 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| AID TO THE CHURCH IN NEED | ||||||||
| 725 LEONARD STREET PO BOX 220384 | BROOKLYN | NY | 112220384 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| ANNA'S HOUSE FOUNDATION | ||||||||
| 3001 EAST MEMORIAL ROAD SUITE 200 | EDMOND | OK | 73013 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| BISHOP KELLEY HIGH SCHOOL | ||||||||
| 3905 SOUTH HUDSON AVENUE | TULSA | OK | 741355699 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| BRITVIL COMMUNITY FOOD PANTRY | ||||||||
| 8717 N WESTERN AVE | OKLAHOMA CITY | OK | 73114 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CALM WATERS | ||||||||
| 4334 NW EXPRESSWAY STE 101 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC | ||||||||
| 1232 N CLASSEN BOULEVARD | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| CATHOLIC CHESS PROJECT | ||||||||
| PO BOX 4167 | CITRUS HEIGHTS | CA | 956114167 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CATHOLIC FOUNDATION OF OKLAHOMA | ||||||||
| 7501 NORTHWEST EXPRESSWAY | OKLAHOMA CITY | OK | 73132 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CATHOLIC MEDICAL MISSION BOARD | ||||||||
| 100 WALL STREET FLOOR 9 | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 212013443 | N/A | PC | GENERAL SUPPORT | $25,025 | |
| CENTRAL OK CAMP & CONFERENCE CENTER | ||||||||
| 1 TWIN CEDAR LN | GUTHERIE | OK | 73044 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CENTRAL OKLAHOMA HABITAT FOR HUMANITY | ||||||||
| 5005 SOUTH I-35 SERVICE ROAD | OKLAHOMA CITY | OK | 73129 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| CHARITY WATER | ||||||||
| 40 WORTH STREET SUITE 300 | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CHRISTO REY OKC CATHOLIC HIGH SCHOOL | ||||||||
| 900 N PORTLAND | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CITY CARE INC | ||||||||
| 2400 GENERAL PERSHING BLVD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| CITY RESCUE MISSION | ||||||||
| 800 W CALIFORNIA | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $55,000 | |
| CLEATS FOR KIDS | ||||||||
| 720 W WILSHIRE BLVD SUITE 120 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CROSS CATHOLIC OUTREACH | ||||||||
| 2700 N MILITARY TRAIL SUITE 240 PO | BOCA RATON | FL | 334273908 | N/A | PC | GENERAL SUPPORT | $40,550 | BOX 273908 |
| DEACONESS PREGNANCY AND ADOPTION | ||||||||
| 7101 NW EXPRESSWAY SUITE 325 | OKLAHOMA CITY | OK | 73132 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| DONORSCHOOSEORG | ||||||||
| 134 W 37TH ST 11 FL | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $27,371 | |
| DRESS FOR SUCCESS OKC | ||||||||
| 133 W MAIN ST STE 102 | OKLAHOMA CITY | OK | 73102 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FAMILY BUILDERS | ||||||||
| 2104 NW 23RD STREET SUITE 5 | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| FIELDS & FUTURES FOUNDATION | ||||||||
| 7001 NW 164TH | EDMOND | OK | 73013 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| FIRST SERVE OKC | ||||||||
| 3400 N PORTLAND AVE | OKLAHOMA CITY | OK | 73112 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FOCUS ON HOME | ||||||||
| 6608 N WESTERN AVE 202 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FONKOZE USA | ||||||||
| 1718 CONNECTICUT AVENUE NW STE 201 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| FOSTERING SWEET DREAMS FOUNDATION | ||||||||
| 529 W EDMOND RD | EDMOND | OK | 73003 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| GIRL SCOUTS OF WESTERN OK | ||||||||
| 6100 NORTH ROBINSON AVENUE | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| GIVE DIRECTLY | ||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| GIVE WELL | ||||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 946123409 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA | ||||||||
| 316 S/ BLACKWELDER AVE | OKLAHOMA CITY | OK | 73108 | N/A | PC | GENERAL SUPPORT | $40,000 | |
| HARDING FINE ARTS ACADEMY FOUNDATION | ||||||||
| 3333 N SHARTEL AVE | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HAS HAITI | ||||||||
| PO BOX 110091 | PITTSBURGH | PA | 15232 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| HEALTH ALLIANCE FOR THE UNINSURED | ||||||||
| 3000 UNITED FOUNDERS BLVD SUITE 219 | OKLAHOMA CITY | OK | 73112 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| HEARTS FOR HEARING | ||||||||
| 11500 N PORTLAND AVE | OKLAHOMA CITY | OK | 73120 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| HELEN KELLER INTERNATIONAL | ||||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| HOMELESS ALLIANCE | ||||||||
| 1724 NW 4TH STREET | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $40,000 | |
| HOPE CHEST MINISTRIES INC | ||||||||
| PO BOX 850322 | YUKON | OK | 73085 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| HOPE FOR HAITI | ||||||||
| 1021 5TH AVENUE NORTH | NAPLES | FL | 34102 | N/A | PC | GENERAL SUPPORT | $40,000 | |
| HOUSE OF HEALING INC | ||||||||
| PO BOX 852092 | YUKON | OK | 73085 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| INFANT CRISIS SERVICES INC | ||||||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | N/A | PC | GENERAL SUPPORT | $40,000 | |
| INSTITUTE FOR CHILD ADVOCACY | ||||||||
| 2915 N CLASSEN STE 320 | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| JEREMIAH HOUSE INC | ||||||||
| 343016 E 980 | CHANDLER | OK | 74834 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| JESUS HOUSE | ||||||||
| PO BOX 60369 1335 W SHERIDAN | OKLAHOMA CITY | OK | 73146 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| LIVING GOODS | ||||||||
| 220 HALLECK ST SUITE 200 | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL SUPPORT | $40,000 | |
| MISSION OKC | ||||||||
| PO BOX 14511 | OKLAHOMA CITY | OK | 73113 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MISSION SHAWNEE | ||||||||
| PO BOX 1223 | SHAWNEE | OK | 748021223 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| MOUNT ST MARY CATHOLIC HIGH SCHOOL | ||||||||
| 2801 SOUTH SHARTEL AVENUE | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| MY HEART'S APPEAL | ||||||||
| 5909 NORTHWEST EXPY SUITE 224 | OKLAHOMA CITY | OK | 73132 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| NEIGHBORHOOD SERVICES ORGANIZATION | ||||||||
| 431 SW 11TH ST | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| NEWVIEW OKLAHOMA INC | ||||||||
| 501 NORTH DOUGLAS AVENUE | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| NORTHCARE | ||||||||
| 2617 GENERAL PERSHING BLVD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| OK MESSAGES PROJECT | ||||||||
| PO BOX 8073 | EDMOND | OK | 73083 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OKC BEAUTIFUL | ||||||||
| 3535 NORTH CLASSEN BOULEVARD | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| OKC POLICE ATHLETIC LEAGUE | ||||||||
| 3816 S ROBINSON | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| OKLAHOMA CASA ASSOCIATION INC | ||||||||
| PO BOX 54946 | OKLAHOMA CITY | OK | 73154 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OKLAHOMA CENTER FOR NON PROFITS | ||||||||
| 5330 EAST 31ST STREET SUITE 200 | TULSA | OK | 74135 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| OKLAHOMA CITY BALLET | ||||||||
| 6800 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OKLAHOMA CITY PUBLIC SCHOOLS FOUNDATION | ||||||||
| 431 WEST MAIN STREET SUITE E | OKLAHOMA CITY | OK | 73102 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| PALOMAR | ||||||||
| 1140 HUDSON | OKLAHOMA CITY | OK | 73103 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| PEACEFUL FAMILY OKLAHOMA | ||||||||
| 11 BURTON PLACE | EDMOND | OK | 73013 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PEPPERS RANCH | ||||||||
| PO BOX 3814 | EDMOND | OK | 73083 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| PIVOT INC | ||||||||
| 201 NE 50TH STREET | OKLAHOMA CITY | OK | 73105 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| POSITIVE TOMORROWS | ||||||||
| PO BOX 61190 | OKLAHOMA CITY | OK | 73146 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| PROJECT SAFE | ||||||||
| 313 N UNION PO BOX 465 | SHAWNEE | OK | 74802 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| REACH OUT AND READ | ||||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| REGIONAL FOOD BANK OF OKLAHOMA | ||||||||
| 3355 S PURDUE PO BOX 270968 | OKLAHOMA CITY | OK | 731370968 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| REMERGE OF OKLAHOMA COUNTY INC | ||||||||
| PO BOX 2845 | OKLAHOMA CITY | OK | 73101 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| RESTORE OKC | ||||||||
| 2222 NE 27TH STREET | OKLAHOMA CITY | OK | 73111 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| SANTA FE FAMILY LIFE CENTER | ||||||||
| 6300 N SANTA FE AVENUE | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| SAINT PAUL'S OUTREACH | ||||||||
| 2520 LEXINGTON AVE S | MENDOTA HEIGHTS | MN | 55120 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| SHAWNEE BRIDGES OUT OF POVERTY | ||||||||
| PO BOX 1053 | SHAWNEE | OK | 74802 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| SISU YOUTH SERVICES | ||||||||
| 3131 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73112 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SKYLINE URBAN MINISTRY | ||||||||
| 500 SE 15TH STREET | OKLAHOMA CITY | OK | 73129 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| SMART START CENTRAL OKLAHOMA | ||||||||
| 12201 PORTLAND AVE | OKLAHOMA CITY | OK | 73120 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| SUNBEAM FAMILY SERVICES INC | ||||||||
| 1100 NW 14TH ST | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| TEEM | ||||||||
| 1501 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| TEEN RECOVERY SOLUTIONS INC | ||||||||
| 730 W WILSHIRE BLVD STE 105 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| THE CARE CENTER | ||||||||
| 1403 ASHTON PLACE | OKLAHOMA CITY | OK | 73117 | N/A | PC | GENERAL SUPPORT | $55,000 | |
| THE DRAGONFLY HOME | ||||||||
| PO BOX 94613 | OKLAHOMA CITY | OK | 73143 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| THE END FUND | ||||||||
| 2 PARK AVENUE 18TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| THE SALVATION ARMY | ||||||||
| 6601 N BROADWAY EXTENSION SUITE 300 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| UNICEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| UNITED WAY OF CENTRAL OKLAHOMA | ||||||||
| PO BOX 248919 | OKLAHOMA CITY | OK | 73124 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| UPWARD TRANSITIONS | ||||||||
| 1134 W MAIN STREET | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| VARIETY CARE FOUNDATION INC | ||||||||
| 3000 N GRAND BOULEVARD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| VILLAGE ENTERPRISE | ||||||||
| 751 LAUREL STREET PMB 222 | SAN CARLOS | CA | 94070 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| WATER 4 INC | ||||||||
| 2405 NW 10TH STREET | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| WHAT IF FOUNDATION | ||||||||
| 1569 SOLANO AVENUE 192 | BERKELEY | CA | 94707 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| WILLOW PREGNANCY SUPPORT | ||||||||
| PO BOX 94533 | OKLAHOMA CITY | OK | 73143 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| WINGS SPECIAL NEEDS COMMUNITY | ||||||||
| PO BOX 2095 | EDMOND | OK | 73083 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| YOUTH & FAMILY SERVICES INC | ||||||||
| PO BOX 1207 | EL RENO | OK | 730361207 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,519,946 | 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 | $201,194 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,021 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,215,229 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,417,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,417,444 | 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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM AND JUDY LOVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(3) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
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 |
|---|---|---|---|---|---|---|
| JOHN M MEYER | ||||||
| 1 | PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | $87,500 | Yes (X) |
| JENNIFER L MEYER | ||||||
| 2 | PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | $87,500 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 105 SHS/UNITS THERMO FISHER SCIENTIFIC INC | $57,822 | $57,822 |
| 422 SHS/UNITS ABBOTT LABORATORIES | $46,331 | $46,331 |
| 234 SHS/UNITS LINDE PLC COM STK | $76,326 | $76,326 |
| 470 SHS/UNITS ORACLE CORP COM | $38,418 | $38,418 |
| 56261.87 SHS/UNITS BBH US GOVERNMENT MONEY MARKET | $56,262 | $56,262 |
| 544 SHS/UNITS NIKE INC CL B | $63,653 | $63,653 |
| 551 SHS/UNITS GRACO INC COMMON STOCK | $37,060 | $37,060 |
| 563 SHS/UNITS AO SMITH CORP COM STK | $32,226 | $32,226 |
| 49307.405 SHS/UNITS ALPS SERIES TRUST CLARKSTON PTRS FUND FOUNDERS | $674,525 | $674,525 |
| 488 SHS/UNITS PROGRESSIVE CORP OHIO | $63,298 | $63,298 |
| 340 SHS/UNITS ARTHUR J GALLAGHER & CO | $64,104 | $64,104 |
| 94205.20 SHS/UNITS BBH PARTNER FUND INTL EQUITY CL I | $1,286,843 | $1,286,843 |
| 199 SHS/UNITS SIGNATURE BANK COM STK | $22,929 | $22,929 |
| 103 SHS/UNITS ADOBE INC | $34,663 | $34,663 |
| 252 SHS/UNITS MICROSOFT CORP | $60,435 | $60,435 |
| 212 SHS/UNITS TEXAS INSTRUMENTS INC | $35,027 | $35,027 |
| 7850 SHS/UNITS ISHARES CORE MSCI EAFE ETF | $483,874 | $483,874 |
| 40756.41 SHS/UNITS GQG EMERG MKTS EQ-INST | $514,754 | $514,754 |
| 384 SHS/UNITS KLA-TENCOR CORP | $144,780 | $144,780 |
| 646 SHS/UNITS NESTLE S A SPONSORED ADR | $74,510 | $74,510 |
| 116 SHS/UNITS S&P GLOBAL INC COM STK | $38,853 | $38,853 |
| 103039.671 SHS/UNITS BBH INCOME FUND-I | $892,324 | $892,324 |
| 662 SHS/UNITS COPART INC CO STK | $40,309 | $40,309 |
| 792 SHS/UNITS WASTE MANAGEMENT INC | $124,249 | $124,249 |
| 1439 SHS/UNITS ALCON INC COM STK | $98,643 | $98,643 |
| 99 SHS/UNITS COSTCO WHOLESALE CORP | $45,194 | $45,194 |
| 317 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B | $97,921 | $97,921 |
| 153599.272 SHS/UNITS BBH LIMITED DURATION FUND CLASS I | $1,529,849 | $1,529,849 |
| 356 SHS/UNITS ZOETIS INC COM STK | $52,172 | $52,172 |
| 22 SHS/UNITS BOOKING HOLDINGS INC COM STK | $44,336 | $44,336 |
| 17583.98 SHS/UNITS BRAEMONT PARTNERS SUB-TRUST | $17,584 | $17,584 |
| 259 SHS/UNITS DOLLAR GENERAL CORP COM STK | $63,779 | $63,779 |
| 329 SHS/UNITS AMAZON.COM INC | $27,636 | $27,636 |
| 323 SHS/UNITS MASTERCARD INCORPORATED | $112,318 | $112,318 |
| 355 SHS/UNITS CELANESE CORP DEL COM SER A | $36,296 | $36,296 |
| 880 SHS/UNITS ALPHABET INC CAP STK CL C | $78,083 | $78,083 |
| 171 SHS/UNITS DIAGEO PLC-SPONSORED ADR | $30,471 | $30,471 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 600584.49 SHS/UNITS ALTAROCK PARTNERS SERIES | FMV | $600,584 | $600,584 |
| 29836.37 SHS BBH REAL ESTATE ENHANCED VALUE FUND I, LP | FMV | $30,322 | $30,322 |
| 427868.01 SHS/UNITS BARES MID/LARGE CAP SERIES | FMV | $427,868 | $427,868 |
| 390953.84BBH WEALTH STRATEGIES, LLC - VALLEY FORGE LARGE CAP EQUITY SERIES | FMV | $390,954 | $390,954 |
| 208553.55 SHS/UNITS MARTELLO RE SERIES - BBH | FMV | $208,554 | $208,554 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BBH INVESTMENT ACCRUED INCOME/LOSS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $30,368 | EOYBookValueAmt |
| EOYFMV | $30,368 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Revenue And Expenses Per Books | $3,651,107 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BBH WEALTH STRATEGIES LLC - CEDAR ROCK CAPITAL PARTNERS SERIES K-1 | Desc |
| Revenue And Expenses Per Books | $1,021 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,021 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,021 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BBH INVESTMENT ACCRUED INCOME | Desc |
| BOY Book Value | $382,776 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BBH INVESTMENTS FEES | $28,094 | $28,094 | $0 |
| BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES K-1 | $7,259 | $7,259 | $0 |
| BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP SERIES K-1 | $3,269 | $3,269 | $0 |
| BBH WEALTH STRATEGIES LLC - CEDAR ROCK CAPITAL PARTNERS SERIES K-1 | $516 | $516 | $0 |
| BBH WEALTH STRATEGIES LLC - PORT CAPITAL SMALL CAP SERIES K-1 | $0 | $0 | $0 |
| BBH WEALTH STRATEGIES LLC - MARTELLO RE SERIES | $515 | $515 | $0 |
| BBH REAL ESTATE ENHANCED VALUE FUND I, L.P | $53 | $53 | $0 |
| BBH WEALTH STRATEGIES, LLC - VALLEY FORGE LARGE CAP EQUITY SERIES | $3,753 | $3,753 | $0 |
| FEES | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BBH INVESTMENTS FOREIGN TAX | $4,719 | $4,719 | $0 |
| BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES K-1 | $5 | $5 | $0 |
| FEDERAL INCOME TAX | $22,000 | $0 | $0 |