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THE SAMUEL ROBERTS NOBLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE SAMUEL ROBERTS NOBLE FOUNDATION (EIN 81-5328519)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202323179349102927
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-13T16:47:07-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1757 3RD AVE 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN815328519EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SAMUEL ROBERTS NOBLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
Phone5802246227PhoneNum

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCODY NOBLEPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5802246227PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCODYPersonFirstNm
Person LastNOBLEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT THOMPSETTPreparerPersonNm
PTINP00741490PTIN
Phone6315771867PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,014,046,517FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,158,324InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,158,324InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,265,190DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,664,478DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,393,338NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$332,909,996GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,020,827CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,129,177OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,904,068OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$34,946,029TotalRevAndExpnssAmt
Total Net Invst Incm$33,747,697TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$640,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$160,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$517,500CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$64,952LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$46,380LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$21,091LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$84,484AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$29,742AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,119AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,783,256OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,705,429OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$19,919OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$413,233InterestNetInvstIncmAmt
Taxes Rev And Expnss$952,060TaxesRevAndExpnssAmt
Taxes Net Invst Incm$520,852TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$300,966TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$284,032TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$3,619PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$4,441PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$638,053OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,140,434OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$553,274OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,467,390TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,016,070TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,411,376TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,715,783ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,223,283ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,183,173TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,016,070TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,634,659TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$15,237,144ExcessRevenueOverExpensesAmt
Net Investment Income$24,731,627NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$272,670CashBOYAmt
Cash EOY$513,065CashEOYAmt
Cash EOYFMV$513,065CashEOYFMVAmt
Sav And Temp Cash Invst BOY$35,020,245SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$32,283,485SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$32,283,485SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$2,020,533AcctRcvblAmt
Acct Rcvbl BOY$162,495AcctRcvblBOYAmt
Acct Rcvbl EOY$2,020,533AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,020,533AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$487,249PrepaidExpensesBOYAmt
Prepaid Expenses EOY$127,905PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$127,905PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$39,259,989USGovernmentObligationsBOYAmt
US Government Obligations EOY$21,596,808USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$21,596,808USGovtObligationsEOYFMVAmt
Corporate Stock BOY$531,573,170CorporateStockBOYAmt
Corporate Stock EOY$429,254,118CorporateStockEOYAmt
Corporate Stock EOYFMV$429,254,118CorporateStockEOYFMVAmt
Corporate Bonds BOY$38,158,570CorporateBondsBOYAmt
Corporate Bonds EOY$25,475,392CorporateBondsEOYAmt
Corporate Bonds EOYFMV$25,475,392CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$54,160InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$44,936InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$9,224LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$9,224LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$10,451,100LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$536,545,785OtherInvestmentsBOYAmt
Other Investments EOY$490,496,962OtherInvestmentsEOYAmt
Other Investments EOYFMV$490,496,962OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,601,229OtherAssetsBOYAmt
Other Assets EOY$1,827,149OtherAssetsEOYAmt
Other Assets EOYFMV$1,827,149OtherAssetsEOYFMVAmt
Total Assets BOY$1,183,090,626TotalAssetsBOYAmt
Total Assets EOY$1,003,604,641TotalAssetsEOYAmt
Total Assets EOYFMV$1,014,046,517TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,545,779AccountsPayableBOYAmt
Accounts Payable EOY$1,454,142AccountsPayableEOYAmt
Grants Payable BOY$2,001,458GrantsPayableBOYAmt
Grants Payable EOY$493,958GrantsPayableEOYAmt
Other Liabilities BOY$5,175,000OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,940,000OtherLiabilitiesEOYAmt
Total Liabilities BOY$10,722,237TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,888,100TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,166,141,242NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$993,866,520NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$6,227,147DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$4,850,021DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,172,368,389TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$998,716,541TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,183,090,626TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,003,604,641TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,172,368,389TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$15,237,144ExcessRevenueOverExpensesAmt
Other Increases$2,235,000OtherIncreasesAmt
Subtotal$1,159,366,245SubtotalAmt
Other Decreases$160,649,704OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$998,716,541TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2022-01-012022-12-31$332,909,996$324,081,319$8,828,677$8,828,677
TOTAL CAPITAL GAIN DISTRIBUTIONSP2022-01-012022-12-31$85,442$85,442
PARTNERSHIP K-1 ST LOSSP2022-01-012022-12-31-$7,487,416-$7,487,416
PARTNERSHIP K-1 LT GAINP2021-01-012022-12-31$4,530,530$4,530,530
PARTNERSHIP SECTION 1231 GAINP2021-01-012022-12-31$63,594$63,594
FieldValueIRS element (for citing)
Capital Gain Net Income$6,020,827CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$343,770InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$343,770SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$343,770TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$765,603EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$420,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,185,603TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$841,833OverpaymentAmt
Applied To ES Tax$841,833AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DR RANDOLPH BROWN JR
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$38,750$0$0
SUSAN BROWN
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$49,833$0$0
JAMES DAY
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$47,000$0$0
SAM DUBOSE
2510 SAM NOBLE PARKWAYARDMOREOK73401ADVISORY DIRECTOR6.00$35,000$0$0
VIVIAN NOBLE DUBOSE
2510 SAM NOBLE PARKWAYARDMOREOK73401CHAIRMAN/DIRECTOR6.00$54,167$0$0
BILL GODDARD
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$43,724$0$0
VIRGINIA HECKMAN
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$57,988$0$0
JESSIE NANCE
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$55,000$0$0
CODY NOBLE
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$41,500$0$0
RUSSELL NOBLE
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$42,500$0$0
JO KATE PARKER
2510 SAM NOBLE PARKWAYARDMOREOK73401ADVISORY DIRECTOR6.00$35,000$0$0
CLARK RUPPERT
2510 SAM NOBLE PARKWAYARDMOREOK73401ADVISORY DIRECTOR (AS OF 11/22)6.00$3,000$0$0
MARIANNE ROONEY
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$44,750$0$0
PATRICK ROONEY
2510 SAM NOBLE PARKWAYARDMOREOK73401ADVISORY DIRECTOR (THRU 10/22)6.00$32,105$0$0
JACK WALDO
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$47,000$0$0
STEPHEN YOUNG
2510 SAM NOBLE PARKWAYARDMOREOK73401DIRECTOR6.00$55,250$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
THE SILCHESTER INTERNATIONAL INVESTORS
780 THIRD AVENUE 42ND FLOORNEW YORKNY10014INVESTMENT MANAGER$522,261
KENNEDY CAPITAL MANAGEMENT INC
ATTN TRA MAI PO BOX 790379ST LOUISMO63179INVESTMENT MANAGER$423,514
NEUMEIER POMA INVESTMENT COUNSEL LLC
26435 CARMEL RANCHO BLVD STE 200CARMELCA93923INVESTMENT MANAGER$377,935
LUTHER KING CAPITAL MANAGEMENT
301 COMMERCE STREET SUITE 1600FORT WORTHTX76102INVESTMENT MANAGER$328,256
MARQUETTE ASSOCIATES INC
180 N LA SALLE ST SUITE 3500CHICAGOIL60601INVESTMENT MANAGER$285,000
FieldValueIRS element (for citing)
Contractor Paid Over50k13ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1OKLAHOMA LIFE SCIENCES FUND III, LLC - INVESTMENTS WERE MADE FOR THE CHARITABLE PURPOSE OF ADVANCING R&D OF TECHNOLOGY IN LIFE SCIENCES. SEE STATEMENT 18 FOR ADDITIONAL INFORMATION.Description1Txt
Expenses1$175,000Expenses1Amt
Description2OKLAHOMA LIFE SCIENCE FUND I, LLC - NO ADDITIONAL CONTRIBUTIONS WERE MADE IN 2022. SEE STATEMENT 19 FOR INFORMATION ON PRIOR YEARS EXPENDITURE RESPONSIBILITY.Description2Txt
Expenses2$0Expenses2Amt
Total$175,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,035,692,547AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$184,918AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$12,144,522FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,048,021,987TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,048,021,987AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,720,330CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,032,301,657NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,615,083MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,615,083MinimumInvestmentReturnAmt
Tax Based On Investment Income$343,770TaxBasedOnInvestmentIncomeAmt
Income Tax$106,198IncomeTaxAmt
Total Tax$449,968TotalTaxAmt
Distributable Before Adj$51,165,115DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$51,165,115DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$51,165,115DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,634,659ExpensesAndContributionsAmt
Program Related Invst Total$175,000ProgramRelatedInvstTotalAmt
Qualifying Distributions$46,809,659QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,165,115DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$3,162,160ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$3,162,160TotalExcessDistributionCyovAmt
Qualifying Distributions$46,809,659QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$46,809,659AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$3,162,160ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,162,160ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,193,296UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

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

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12510 SAM NOBLE PARKWAYAddressLine1Txt
CityARDMORECityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5802246213RecipientPhoneNum
Form And Info And MaterialsAN INTRODUCTION LETTER DESCRIBING THE ORGANIZATION AND PROJECTFormAndInfoAndMaterialsTxt
Submission DeadlinesMAY 31SubmissionDeadlinesTxt
Restrictions On AwardsGENERALLY RESTRICTED TO SOUTHWESTERN UNITED STATES 501(C)(3) ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (173 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A CHANCE TO CHANGE FOUNDATION
2113 WEST BRITTON ROADOKLAHOMA CITYOK73120NONEPCOPERATIONAL SUPPORT$50,000
A PLUS READING INC
1717 WINCHESTERARDMOREOK73401NONEPCPARTIAL FUNDING FOR READING THERAPISTS SALARIES$40,000
ARBUCKLE LIFE SOLUTIONS INC
NINE 10TH AVENUE NWARDMOREOK73401NONEPCOPERATIONAL SUPPORT$40,000
ARDMORE CITY SCHOOLS ENRICHMENT FOUNDATION
PO BOX 1709ARDMOREOK73402NONEPCGENERAL SUPPORT$250
ASHLEY INC
PO BOX 240HAVRE DE GRACEMD21078NONEPCADDICTION TREATMENT RESEARCH$75,000
ASSOCIATION OF PROFESSIONAL OKLAHOMA EDUCATORS FOUNDATION
PO BOX 713NORMANOK73070NONEPCOPERATIONAL SUPPORT$20,000
ATLANTA UNION MISSION CORPORATION
2353 BOLTON RD NWATLANTAGA30318NONEPCOPERATIONAL SUPPORT$20,000
AVILA UNIVERSITY
11901 WORNALL RDKANSAS CITYMO64145NONEPCSTUDENT SCHOLARSHIPS$250
CAMERON UNIVERSITY FOUNDATION
2800 WEST GORE BLVDLAWTONOK73505NONEPCKCCU - GENERAL SUPPORT$3,000
CAMERON UNIVERSITY FOUNDATION
2800 WEST GORE BLVDLAWTONOK73505NONEPCKCCU - GENERAL SUPPORT$150
CAPITAL RESEARCH CENTER
1513 16TH STREET NWWASHINGTONDC20036NONEPCOPERATIONAL SUPPORT$35,000
CARTER COUNTY CASA
20 B ST SW 401ARDMOREOK73401NONEPCOPERATIONAL SUPPORT$10,000
CASADY SCHOOL
PO BOX 20390OKLAHOMA CITYOK73156NONEPCGENERAL SUPPORT$10,000
CENTER OF FAMILY LOVE
PO BOX 245OKARCHEOK73762NONEPCOPERATIONAL SUPPORT$50,000
CHARLES B GODDARD CENTER FOR VISUAL AND PERFORMING ARTS INC
401 1ST AVE SWARDMOREOK73401NONEPCOPERATIONAL SUPPORT$40,000
CHARLES B GODDARD CENTER FOR VISUAL AND PERFORMING ARTS INC
401 1ST AVE SWARDMOREOK73401NONEPCRESTROOM ADDITION$75,000
CHRIST THE KING CATHOLIC SCHOOL
1905 ELMHURST AVENUEOKLAHOMA CITYOK73120NONEPCGENERAL SUPPORT$5,000
CITIES IN SCHOOLS INC
PO BOX 1915LONE GROVEOK73443NONEPCSERVICE LEARNING PROGRAM-MENTORING$30,000
COLONIAL WILLIAMSBURG FOUNDATION
PO BOX 1776WILLIAMSBURGVA23187NONEPCOPERATIONAL SUPPORT$13,000
COMMUNITY CHILDRENS SHELTER AND FAMILY SERVICE CENTER INC
15 MONROE ST NEARDMOREOK73401NONEPCCAPITAL CAMPAIGN: BUILDING PARK STREET CAMPUS$700,000
COOKSON HILLS CHRISTIAN SCHOOL
60416 HIGHWAY 10KANSASOK74347NONEPCGENERAL SUPPORT$5,565
DEAN MCGEE EYE INSTITUTE
608 STANTON L YOUNG BLVDOKLAHOMA CITYOK73104NONEPCOPHTHALMOLOGY MICROSURGICAL LABORATORY UPDATE$50,000
DIABETES SOLUTIONS OK INC
3333 NW 63RD STREETOKLAHOMA CITYOK73116NONEPCOPERATIONAL SUPPORT$10,000
DICKSON PUBLIC SCHOOLS
4762 HWY 199ARDMOREOK73401NONEPCBASEBALL PROGRAM$160
DICKSON PUBLIC SCHOOLS
4762 HWY 199ARDMOREOK73401NONEPCATHLETIC DEPARTMENT$100
EAST CENTRAL UNIVERSITY FOUNDATION INC
1100 E 14TH PMB Y8ADAOK74820NONEPCWOMEN IN INFORMATION TECHNOLOGY SCHOLARSHIP$500
EDUCATION AND EMPLOYMENT MINISTRY INC
1501 N CLASSEN BLVDOKLAHOMA CITYOK73106NONEPCOPERATIONAL SUPPORT$30,000
FAMILY SHELTER OF SO OKLAHOMA SERV FOR VICTIMS OF DOMESTIC VIOLENCE
402 PAWNEE NWARDMOREOK73401NONEPCSHELTER AND ADVOCACY PROGRAM$25,000
FIELDS & FUTURES FOUNDATION
7001 NW 164TH STREETEDMONDOK73013NONEPCFIELD MAINTENANCE PROGRAM$50,000
FOOD AND RESOURCE CENTER OF SOUTH CENTRAL OKLAHOMA INC
801 HAILEY STREETARDMOREOK73401NONEPCOPERATIONAL SUPPORT$30,000
FRIENDS OF OETA
7403 N KELLEY AVEOKLAHOMA CITYOK73111NONEPCGENERAL SUPPORT$1,050
FRIENDS OF OETA
7403 N KELLEY AVEOKLAHOMA CITYOK73111NONEPCGENERAL SUPPORT$300
FRIENDS OF OETA
7403 N KELLEY AVEOKLAHOMA CITYOK73111NONEPCGENERAL SUPPORT$100
FRIENDS OF OETA
7403 N KELLEY AVEOKLAHOMA CITYOK73111NONEPCGENERAL SUPPORT$252
GEORGIA GOAL
3740 DAVINCI COURT SUITE 375PEACHTREE COURTGA30092NONEPCWESTMINSTER SCHOOLS$1,250
GEORGIA GOAL
3740 DAVINCI COURT SUITE 375PEACHTREE COURTGA30092NONEPCGRACEPOINT SCHOOL$1,250
GLORIA AINSWORTH CHILD CARE & LEARNING CENTER INC
502 G STREET NEARDMOREOK73402NONEPCOPERATIONAL SUPPORT$45,000
GOOD SHEPHERD COMMUNITY CLINIC INC
TWENTY 12TH AVENUE NWARDMOREOK73401NONEPCOPERATIONAL SUPPORT$100,000
GREAT EXPECTATIONS FOUNDATION
PO BOX 1710TAHLEQUAHOK74465NONEPCOPERATIONAL SUPPORT$20,000
GUNNISON COUNCIL FOR THE ARTS INC
102 S MAIN STGUNNISONCO81230NONEPCINTERIOR HISTORIC RESTORATION$10,000
HEARTS FOR HEARING FOUNDATION
11500 N PORTLAND AVEOKLAHOMA CITYOK73120NONEPCLISTENING START - CORE SERVICES$25,000
HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUE NEWASHINGTONDC20002NONEPCFIGHTING FOR FIRST PRINCIPLES, FREE MARKETS, AND PARENTAL CONTROL OF SCHOOLS$300,000
HILLSDALE COLLEGE
33 EAST COLLEGE STHILLSDALEMI49242NONEPCGENERAL SUPPORT$1,100
INFANT CRISIS SERVICES
4224 N LINCOLN BLVDOKLAHOMA CITYOK73105NONEPCTHE FORMULA FOR A HEALTHY OKLAHOMA$10,000
INTERCOLLEGIATE STUDIES INSTITUTE INC
3901 CENTERVILLE ROADWILMINGTONDE19807NONEPCISI CORE PROGRAMMING & OKLAHOMA EXPANSION PROJECT$50,000
LEADING THE WAY WITH DR MICHAEL YOUSSEF INC
PO BOX 20100ATLANTAGA30325NONEPCAWAKE AMERICA CAMPAIGN$48,000
MISSISSIPPI STATE UNIVERSITY FOUNDATION
PO BOX 6149MISSISSIPPI STATEMS39762NONEPCMARY JEANNE AND JOSEPH BOUTON ENDOWED SCHOLARSHIP$5,000
MR TOMS HEART INC
24 WATERFORD COURTATLANTAGA30328NONEPCSPECIALTY PROJECTS FOR 2022$10,000
MURRAY STATE COLLEGE FOUNDATION INC
MURRAY STATE COLLEGETISHOMINGOOK73460NONEPC2021-2022 SCHOLARSHIPS$5,000
NATIONAL COWBOY AND WESTERN HERITAGE MUSEUM
1700 NE 63RD STREETOKLAHOMA CITYOK73111NONEPCSAM NOBLE SPECIAL EVENTS CENTER$1,500,000
NOBLE RESEARCH INSTITUTE LLC
2510 SAM NOBLE PARKWAYARDMOREOK73401RELATED ENTITY, COMMON CONTROLPCOPERATIONAL SUPPORT$40,500,000
NORTHSIDE METHODIST PRESCHOOL
2799 NORTHSIDE DRIVE NWATLANTAGA30305NONEPCGENERAL SUPPORT$250
OAK HALL EPISCOPAL SCHOOL
2815 MT WASHINGTON RDARDMOREOK73401NONEPCGENERAL SUPPORT$300
OKLAHOMA ARTS INSTITUTE
111 NW 9TH STREETOKLAHOMA CITYOK73102NONEPCOPERATIONAL SUPPORT$12,000
OKLAHOMA CENTER FOR NONPROFITS INC
720 WILSHIRE BOULEVARD SUITE 115OKLAHOMA CITYOK73116NONEPCCAPITAL CAMPAIGN: CENTERED ON IMPACT$100,000
OKLAHOMA COUNCIL OF PUBLIC AFFAIRS INC
1401 N LINCOLN BLVDOKLAHOMA CITYOK73104NONEPCTHE GENERATIONS PROJECT$300,000
OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION
1141 N LINCOLN BLVDOKLAHOMA CITYOK73104NONEPCGENERAL SUPPORT$2,000
OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION
1141 N LINCOLN BLVDOKLAHOMA CITYOK73104NONEPC2023 FACULTY RETENTION "BRIDGE" STIPEND PROGRAM$35,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
PO BOX 1749STILLWATEROK74076NONEPCOKLAHOMA AGRICULTURAL LEADERSHIP PROGRAM$20,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
PO BOX 1749STILLWATEROK74076NONEPC2021-2022 AG SCHOLARSHIPS$10,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 S MONROESTILLWATEROK74074NONEPCBPSC EXCELLENCE FUND$1,050
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 S MONROESTILLWATEROK74074NONEPCUPSON FAMILY STUDENT FARM ENDOWED FUND$12,500
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 S MONROESTILLWATEROK74074NONEPCNEW FRONTIERS AG HALL BUILDING FUND$2,500
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 S MONROESTILLWATEROK74074NONEPCDEAN'S EXCELLENCE FUND IN AGICULTURE$100
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 S MONROESTILLWATEROK74074NONEPCNEW FRONTIERS AG HALL BUILDING FUND$200
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 S MONROESTILLWATEROK74074NONEPCT. FRED SCHMEDT SCHOLARSHIP$3,500
PANHANDLE STATE FOUNDATION
PO BOX 430GOODWELLOK73939NONEPC2021-2022 SCHOLARSHIPS$8,000
PHILANTHROPY ROUNDTABLE
1120 20TH STREETWASHINGTONDC20036NONEPCOPERATIONAL SUPPORT$10,000
PLAINVIEW PUBLIC SCHOOLS
1140 S PLAINVIEW RDARDMOREOK73401NONEPCBASEBALL PROGRAM$5,000
REMERGE OF OK COUNTY INC
PO BOX 2845OKLAHOMA CITYOK73101NONEPCHEALTH AND WELLNESS PROGRAM$15,000
ROCKHURST UNIVERSITY
1100 ROCKHURST RDKANSAS CITYMO64110NONEPCGENERAL SUPPORT$250
SOUTHEASTERN LEGAL FOUNDATION INC
560 W CROSSVILLE RD SUITE 104ROSWELLGA30075NONEPCOPERATIONAL SUPPORT$50,000
SOUTHERN METHODIST UNIVERSITY
PO BOX 750402DALLASTX75275NONEPCROBSON & LINDLEY AQUATICS CENTER PHASE II OUTDOOR POOL$20,000
SOUTHERN METHODIST UNIVERSITY
PO BOX 750402DALLASTX75275NONEPCCOX SCHOOL OF BUSINESS - THE STEPHEN AND BARBARA YOUNG FAMILY FUND$10,000
SOUTHERN OKLAHOMA AMBULANCE SERVICES
517 GRAND AVEARDMOREOK73401NONEPCREPAIR ROOF$37,000
SOUTHERN OKLAHOMA TECHNOLOGY CENTER DISTRICT 20
2610 SAM NOBLE PARKWAYARDMOREOK73401NONEGOV2021-2022 SCHOLARSHIPS$4,600
ST ANTHONY HOSPITAL FOUNDATION INC
601 NW 11TH STOKLAHOMA CITYOK73103NONEPCFAMILY MEDICINE CLINIC & RESIDENCY PROGRAM EXPANSION$50,000
ST JOSEPH CATHOLIC SCHOOL
321 N VIRGINIAMUSKOGEEOK74403NONEPCLUCY AND LARRY ROONEY SCHOLARSHIP FUND$5,000
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 298240FORT WORTHTX76129NONEPCRANCH MANAGEMENT FUND$100
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 298240FORT WORTHTX76129NONEPCNEELEY SCHOOL OF BUSINESS$100
THE ASHBROOK CENTER
401 COLLEGE AVEASHLANDOH44805NONEPCGENERAL SUPPORT$1,000
THE MORE FOUNDATION
301 W MAIN SUITE 510ARDMOREOK73401NONEPC2022 PETTITT FUND DISTRIBUTION$77,887
THE WESTMINSTER SCHOOLS
1424 WEST PACES FERRY ROAD NWATLANTAGA30327NONEPCGENERAL SUPPORT$100
UNIVERSITY OF CENTRAL MISSOURI
PO BOX 800WARRENBURGMO64093NONEPCSWIGERT FAMILY INTERNATIONAL AGRICULTURE SCHOLARSHIP$4,400
UNIVERSITY OF ILLINOIS FOUNDATION
HARKER HALL MC386 1305 WEST GREENURBANAIL61801NONEPCDEPT OF CROP SCIENCES UNRESTRICTED FUNDS$650ST
UNIVERSITY OF ILLINOIS FOUNDATION
HARKER HALL MC386 1305 WEST GREENURBANAIL61801NONEPCLAS ANNUAL FUND FOR PLANT BIOLOGY$650ST
UNIVERSITY OF ILLINOIS FOUNDATION
HARKER HALL MC386 1305 WEST GREENURBANAIL61801NONEPCCOLLEGE OF AGRICULTURAL, CONSUMER AND ENVIRONMENTAL SCIENCE ANNUAL FUND$50ST
UNIVERSITY OF ILLINOIS FOUNDATION
HARKER HALL MC386 1305 WEST GREENURBANAIL61801NONEPCCOLLEGE OF LIBERAL ARTS AND SCIENCE ANNUAL FUND$50ST
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL RDNORMANOK73019NONEPCUNIVERSITY OF OKLAHOMA ASSOCIATES - EXECUTIVE AFFAIRS$2,000
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL RDNORMANOK73019NONEPCSHELLEY NOBLE MULLINS SCHOLARSHIP FUND$2,000
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL RDNORMANOK73019NONEPCATHLETIC CAPITAL; SOFTBALL$1,000
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL RDNORMANOK73019NONEPCOU FOUNDATION PRESIDENT'S ASSOCIATION$2,500
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL RDNORMANOK73019NONEPCGENERAL SUPPORT$2,990
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL RDNORMANOK73019NONEPCFINANCE DEPARTMENT$500
VALLEY HOPE ASSOCIATION
103 S WABASH AVENORTONKS67654NONEPCCAPITAL CAMPAIGN, BUILDNG HOPE: PARKER PROJECT$35,000
VILLA DUCHESNE AND OAK HILL SCHOOL
801 SOUTH SPOEDE RDSAINT LOUISMO63131NONEPCGENERAL SUPPORT$300
WASHINGTON UNIVERSITY
MSC 1082 ONE BROOKINGS DRIVEST LOUISMO63130NONEPCDEPARTMENT OF BIOLOGY$1,200
WASHINGTON UNIVERSITY
MSC 1082 ONE BROOKINGS DRIVEST LOUISMO63130NONEPCPHYSICAL THERAPY ANNUAL FUND$400
WASHINGTON UNIVERSITY
MSC 1082 ONE BROOKINGS DRIVEST LOUISMO63130NONEPCSTEVEN ROSE DIVERSITY SCHOLARSHIP - PT$400
YOUNG MENS CHRISTIAN ASSOCIATION OF ARDMORE OKLAHOMA
920 15TH AVENUE NWARDMOREOK73401NONEPCOPERATIONAL SUPPORT$50,000
ALJOE JORDAN
874 RUSTIC ROADARDMOREOK73401NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
ALLEN MATTI
PO BOX 996MAYSVILLEOK73057NONEISAM NOBLE SCHOLARSHIP$2,500
ANDREWS MADISON
10402 VALIANT KNIGHT DRIVETOMBALLTX77375NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
BARRICK DALEE
6799 E 1940 RDWAURIKAOK73573NONEISAM NOBLE SCHOLARSHIP$2,500
BAUGHMAN CASSIDY
1738 BUCKSKIN ROADARDMOREOK73401NONEISAM NOBLE SCHOLARSHIP$2,500
BEARD RUSSELL
2544 PROVENCE ROADARDMOREOK73401NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
BERSCHE AIDAN
27419 MYRTLE LAKE LANEKATYTX77494NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
BONHAM RIO
PO BOX 278TISHOMINGOOK73460NONEISAM NOBLE SCHOLARSHIP$5,000
BORDERS SAGE
409 BRIAN DRIVESULPHUROK73086NONEISAM NOBLE SCHOLARSHIP$2,500
BOWLES TOBY
10346 STATE ROAD 91COLBERTOK74733NONEISAM NOBLE SCHOLARSHIP$2,500
BUNDY TUCKER
613 BUTLER POOL RDIDABELOK74745NONEISAM NOBLE SCHOLARSHIP$2,500
CAPPS CARSON
6620 COUNTY ROAD 3571 LOOPADAOK74820NONEISAM NOBLE SCHOLARSHIP$5,000
CARROLL KRISTA
5601 W COUNTRY LANETISHOMINGOOK73460NONEISAM NOBLE SCHOLARSHIP$5,000
CHAMBERS TAYLOR
5889 W BOGGY DEPOT RDATOKAOK745255464NONEISAM NOBLE SCHOLARSHIP$5,000
CLIFTON KALLIE
233 NORTH 4130 ROADSOPEROK74759NONEISAM NOBLE SCHOLARSHIP$5,000
COCKRELL MALLORY
171 PHIL ONEAL ROADMOUNT OLIVEMS39119NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
CONNER JAYLYNN
12 TOMMY CONNER DRIVEWAYNESBOROMS39367NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
COOK TARYN
13066 MERIDIAN AVELINDSAYOK73052NONEISAM NOBLE SCHOLARSHIP$2,500
CRAWFORD MAKAYLA
406 N NESHOBA STTISHOMINGOOK73460NONEISAM NOBLE SCHOLARSHIP$5,000
DETHLOFF NATHAN
10254 PRAIRIE VALLEY RDLONE GROVEOK73443NONEISAM NOBLE SCHOLARSHIP$5,000
DONICA CLARY
84 DURWOOD RDARDMOREOK73401NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
ERVIN KLAY
1360 KEMP ROADHENDRIXOK74741NONEISAM NOBLE SCHOLARSHIP$2,500
GANN BRADFORD
5304 MISTCREEK CTLEAGUE CITYTX77573NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
GEMMELL RACELYN
251 LOCUST RDWILSONOK73463NONEISAM NOBLE SCHOLARSHIP$2,500
GERRARD ISABELLE
4001 DE MORADA DRIVE APT 821ODESSATX79765NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
GILL GAGE
7390 OAK CREST DRKINGSTONOK73439NONEISAM NOBLE SCHOLARSHIP$1,250
GOU LINDY
436 W MONTICELLO CTONTARIOCA91762NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
GRIFFITH MELANIE
720 BEAUFORT ST APT 1LARAMIEWY82072NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
HARRIS MADISON
78 GOLDEN DRIVEARDMOREOK73401NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
HATCH NIZHONI
9076 W ARIZONA WAYLAKEWOODCO80232NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
HAYS KENDALL
1405 4TH AVENUE NW PMB 89ARDMOREOK73401NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
HAYS KENDALL
1405 4TH AVENUE NW PMB 89ARDMOREOK73401NONEISAM NOBLE SCHOLARSHIP$5,000
HEBERT ANDREW
1661 UPLAND LAKESHOUSTONTX77043NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
HOGELIN ELISE
28515 E BENDERS LANDING BLVDSPRINGTX77386NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
HOWE FAITH
10070 REACTOR RDSULPHUROK73086NONEISAM NOBLE SCHOLARSHIP$5,000
HUTCHINGS PAXTON
8464 STATE ROAD 78HENDRIXOK74741NONEISAM NOBLE SCHOLARSHIP$2,500
HUTTO RACHEL
114 S PLUM CREST CIRCLETHE WOODLANDSTX77382NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
KONG SARAH
186 EAST LANSDOWNE CIRCLETHE WOODLANDSTX77382NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
LEFORCE ZANE
PO BOX 203BETHELOK74724NONEISAM NOBLE SCHOLARSHIP$1,250
LI RICHARD
1519 LEEDSCASTLE MNRSPRINGTX77379NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
LUNA BRIT
3648 WHEELER RDVALLIANTOK74764NONEISAM NOBLE SCHOLARSHIP$5,000
MA JOLIE
1702 WARWICK CIRCLEARDMOREOK73401NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
MAHER KATIE
9795 US HWY 177ARDMOREOK73401NONEISAM NOBLE SCHOLARSHIP$5,000
MANSKER ZACHARY
31231 LAKEVIEW BEND LNSPRINGTX77386NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
MASON KEONA
1803 OK HIGHWAY 78 EASTTISHOMINGOOK73460NONEISAM NOBLE SCHOLARSHIP$2,500
MCKERCHIE PAYTON
16305 OLD RIVER ROADVANCLEAVEMS39565NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
MILLER WILL
85 RAMPART WAY UNIT 206DENVERCO80230NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
MOORE EMMA GRACE
389 MITCHELL RDOVERBROOKOK73453NONEISAM NOBLE SCHOLARSHIP$2,500
NEBLE ETHAN
8417 N 2930 RDWAURIKAOK73573NONEISAM NOBLE SCHOLARSHIP$2,500
NEWMAN EATHAN
2227 HICKORY DRARDMOREOK73401NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
OSAYI DANIEL
13207 STABLES COURSE CTRICHMONDTX77407NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
PARKER JACOB
12503 VALLEY CLIFF CTTOMBALLTX77377NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
PROCTOR MARSHALL
PO BOX 186MADILLOK73446NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
PULLEN PRESLEY
PO BOX 561STRATFORDOK74872NONEISAM NOBLE SCHOLARSHIP$2,500
RAYBURN JENTRI
5976 HEDGES ROADARDMOREOK73401NONEISAM NOBLE SCHOLARSHIP$5,000
REYNOLDS LUKE
1015 CEDAR DRIVESULPHUROK73086NONEISAM NOBLE SCHOLARSHIP$2,500
RITCHEY SIMONE
10 WENOAH PLTHE WOODLANDSTX77389NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
ROTHSTEIN ETHAN
6446 JOYCE WAYDALLASTX75225NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
RUSHING SYDNEY
28032 ARROWHEAD TRAILMAGNOLIATX77355NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
SHELBY WILL
6514 SPARLIN ROADMADILLOK73446NONEISAM NOBLE SCHOLARSHIP$6,250
SHETTY MALIKA
12007 CYPRESS CREEK LAKES DRCYPRESSTX77433NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
SOUTHWARD SARAH
551 JOINER CITY RDRINGLINGOK73456NONEISAM NOBLE SCHOLARSHIP$2,500
TAN RACHEL
4914 MORNINGTON DRSUGAR LANDTX77498NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
TRETT GARRETT
PO BOX 333SULPHUROK73086NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
TULEY ELIZABETH
PO BOX 651DAVISOK73030NONEPCSAM NOBLE SCHOLARSHIP$729
WANG LYDIA
3524 TARA DRIVEARDMOREOK73401NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
WARD AVA
1846 AMERICAN ELM CTSUGAR LANDTX77479NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
WATSON CALLEY
28712 SHIRLEY COURTMAGNOLIATX77355NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$2,500
WEN JENNIFER
1702 SOUTHERN HILLS DRARDMOREOK73401NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
WIGGINS HARLEE
302 S ARKANSAS STELMORE CITYOK73433NONEPCSAM NOBLE SCHOLARSHIP$5,000
WOFFORD TANNER
PO BOX 481ALLENOK74825NONEPCSAM NOBLE SCHOLARSHIP$2,500
YOSHIYASU YUMI
4014 CANYON BROOK CTHOUSTONTX77059NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
YUSRI REX
1054 DREW LNALLENTX75013NONEINOBLE EDUCATIONAL FUND SCHOLARSHIP$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,223,283TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANDREWS MADISON
10402 VALIANT KNIGHT DRIVETOMBALLTX77375NONEISCHOLARSHIPS$7,500
BEARD RUSTY
2544 PROVENCE ROADARDMOREOK73401NONEISCHOLARSHIPS$7,500
BERSCHE AIDAN
27419 MYRTLE LAKE LANEKATYTX77494NONEISCHOLARSHIPS$7,500
COCKRELL MALLORY
171 PHIL ONEAL RDMOUNT OLIVEMS39119NONEISCHOLARSHIPS$17,500
CONNER JAYLYNN
12 TOMMY CONNER DRIVEWAYNESBOROMS39367NONEISCHOLARSHIPS$17,500
GANN BRADFORD
5304 MISTCREEK CTLEAGUE CITYTX77573NONEISCHOLARSHIPS$17,500
GOU LINDY
436 W MONTICELLO CTONTARIOCA91762NONEISCHOLARSHIPS$12,500
GRIFFITH MELANIE
720 BEAUFORT ST APT 1LARAMIEWY82072NONEISCHOLARSHIPS$2,500
HARRIS MADISON
78 GOLDEN DRIVEARDMOREOK73401NONEISCHOLARSHIPS$17,500
HATCH NIZHONI
9076 W ARIZONA WAYLAKEWOODCO80232NONEISCHOLARSHIPS$2,500
HAYS KENDALL
1405 4TH AVENUE NW PMB 89ARDMOREOK73401NONEISCHOLARSHIPS$7,500
HEBERT ANDREW
1661 UPLAND LAKESHOUSTONTX77043NONEISCHOLARSHIPS$2,500
HOGELIN ELISE
28515 E BENDERS LANDING BLVDSPRINGTX77386NONEISCHOLARSHIPS$2,500
HUTTO RACHEL
114 S PLUM CREST CIRCLETHE WOODLANDSTX77382NONEISCHOLARSHIPS$7,500
KONG SARAH
186 E LANSDOWNE CIRCLETHE WOODLANDSTX77382NONEISCHOLARSHIPS$7,500
LI RICHARD
1519 LEEDSCASTLE MNRSPRINGTX77379NONEISCHOLARSHIPS$5,000
MA JOLIE
1702 WARWICK CIRCLEARDMOREOK73401NONEISCHOLARSHIPS$7,500
MCKERCHIE PAYTON
16305 OLD RIVER ROADVANCLEAVEMS39565NONEISCHOLARSHIPS$17,500
MILLER WILL
85 RAMPART WAY UNIT 206DENVERCO80230NONEISCHOLARSHIPS$2,500
NEWMAN EATHAN
2227 HICKORY DRARDMOREOK73401NONEISCHOLARSHIPS$12,500
OSAYI DANIEL
13207 STABLES COURSE CTRICHMONDTX77407NONEISCHOLARSHIPS$12,500
PARKER JACOB
12503 VALLEY CLIFF CTTOMBALLTX77377NONEISCHOLARSHIPS$7,500
PROCTOR MARSHALL
PO BOX 186MADILLOK73446NONEISCHOLARSHIPS$2,500
ROTHSTEIN ETHAN
6446 JOYCE WAYDALLASTX75225NONEISCHOLARSHIPS$2,500
RUSHING SYDNEY
28032 ARROWHEAD TRAILMAGNOLIATX77355NONEISCHOLARSHIPS$2,500
SHETTY MALIKA
12007 CYPRESS CREEK LAKES DRCYPRESSTX77433NONEISCHOLARSHIPS$2,500
TAN RACHEL
4914 MORNINGTON DRSUGAR LANDTX77498NONEISCHOLARSHIPS$12,500
TRETT GARRETT
PO BOX 333SULPHUROK73086NONEISCHOLARSHIPS$12,500
WARD AVA
1846 AMERICAN ELM CTSUGAR LANDTX77479NONEISCHOLARSHIPS$17,500
WEN JENNIFER
1702 SOUTHERN HILLS DRARDMOREOK73401NONEISCHOLARSHIPS$12,500
YOSHIYASU YUMI
4014 CANYON BROOK CTHOUSTONTX77059NONEISCHOLARSHIPS$8,333
YUSRI REX
1054 DREW LNALLENTX75013NONEISCHOLARSHIPS$7,500
BAUGHMAN CASSIDY
1738 BUCKSKIN RDARDMOREOK73401NONEISCHOLARSHIPS$17,500
BONHAM RIO
PO BOX 278TISHOMINGOOK73460NONEISCHOLARSHIPS$2,500
BORDERS SAGE
409 BRIAN DRIVESULPHUROK73086NONEISCHOLARSHIPS$12,500
CAPPS CARSON
6620 COUNTY ROAD 3571 LOOPADAOK74820NONEISCHOLARSHIPS$12,500
CARROLL KRISTA
5601 W COUNTRY LANETISHOMINGOOK73460NONEISCHOLARSHIPS$2,500
CHAMBERS TAYLOR
5889 W BOGGY DEPOT RDATOKAOK745255464NONEISCHOLARSHIPS$2,500
CLIFTON KALLIE
233 NORTH 4130 ROADSOPEROK74759NONEISCHOLARSHIPS$2,500
CRAWFORD MAKAYLA
406 N NESHOBA STTISHOMINGOOK73460NONEISCHOLARSHIPS$2,500
DETHLOFF NATHAN
10254 PRAIRIE VALLEY RDLONE GROVEOK73443NONEISCHOLARSHIPS$2,500
ELLIS LILY
402 ROBBERSONLINDSAYOK73052NONEISCHOLARSHIPS$12,500
ERVIN KLAY
1360 KEMP ROADHENDRIXOK74741NONEISCHOLARSHIPS$3,750
GILL GAGE
7390 OAK CREST DRKINGSTONOK73439NONEISCHOLARSHIPS$6,250
HAYS KENDALL
1405 4TH AVENUE NW PMB 89ARDMOREOK73401NONEISCHOLARSHIPS$7,500
HOWE FAITH
10070 REACTOR RDSULPHUROK73086NONEISCHOLARSHIPS$7,500
HUTCHINGS PAXTON
8464 STATE ROAD 78HENDRIXOK74741NONEISCHOLARSHIPS$7,500
LEFORCE ZANE
PO BOX 203BETHELOK74724NONEISCHOLARSHIPS$6,250
LUNA BRIT
3648 WHEELER RDVALLIANTOK74764NONEISCHOLARSHIPS$2,500
MAHER KATIE
9795 US HWY 177ARDMOREOK73401NONEISCHOLARSHIPS$2,500
MASON KEONA
1803 OK HIGHWAY 78 EASTTISHOMINGOOK73460NONEISCHOLARSHIPS$7,500
MOORE EMMA GRACE
389 MITCHELL RDOVERBROOKOK73453NONEISCHOLARSHIPS$17,500
PULLEN PRESLEY
PO BOX 561STRATFORDOK74872NONEISCHOLARSHIPS$17,500
RAYBURN JENTRI
5976 HEDGES ROADARDMOREOK73401NONEISCHOLARSHIPS$7,500
REYNOLDS LUKE
1015 CEDAR DRIVESULPHUROK73086NONEISCHOLARSHIPS$17,500
SHELBY WILL
6514 SPARLIN ROADMADILLOK73446NONEISCHOLARSHIPS$3,125
SOUTHWARD SARAH
551 JOINER CITY RDRINGLINGOK73456NONEISCHOLARSHIPS$17,500
TULEY ELIZABETH
PO BOX 651DAVISOK73030NONEISCHOLARSHIPS$6,250
WIGGINS HARLEE
302 S ARKANSAS STELMORE CITYOK73433NONEISCHOLARSHIPS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$493,958TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,158,324ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,265,190ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$663,022UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$16,730,316ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
ROYALTY/LEASEHOLD INCOME15$4,650,593
CLASS ACTION SETTLEMENTS01$1,811,272
K-1 ORDINARY INCOME14$619,066901101$48,209
STATE TAX PAYMENT - REFUND$37

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$711,231UnrelatedBusinessTaxblIncmAmt
Exclusion$34,234,798ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,946,029TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT AND TAX SERVICESCategoryTxt
Amt$84,484Amt
Net Investment Income$29,742NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,119DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
PART I, LINE 23OTHER EXPENSESTHE FILING ORGANIZATION UTILIZES THE SERVICES OF SOME EMPLOYEES OF ITS RELATED ENTITY, NOBLE RESEARCH INSTITUTE ("INSTITUTE"). THE SERVICES PROVIDED BY THESE EMPLOYEES ARE PROVIDED UNDER THE SHARED SERVICES AGREEMENT BETWEEN THE FILING ORGANIZATION AND THE INSTITUTE. THE EMPLOYEES PROVIDING THESE SERVICES ARE THE COMMON-LAW EMPLOYEES OF THE INSTITUTE AND ARE UNDER THE INSTITUTE'S DIRECTION AND CONTROL. THE COST OF THESE SERVICES PROVIDED UNDER THE SHARED SERVICES AGREEMENT ARE INCLUDED ON PART I, LINE 23 ADMINISTRATIVE EXPENSES.
PART VI-A, LINE 16STATEMENTS REGARDING ACTIVITIESIT WAS DETERMINED THAT THE FOUNDATION'S INVESTMENTS IN THE FOREIGN HEDGE FUNDS AND PRIVATE EQUITY FUNDS ARE NOT CONSIDERED FOREIGN FINANCIAL ACCOUNTS AND, AS SUCH, THE FOUNDATION HAS ANSWERED PART VI-A, LINE 16 "NO".
PART VIII-B, LINE 1SUMMARY OF PROGRAM-RELATED INVESTMENTSDURING THE TAX YEARS 2020-2022, THE SAMUEL ROBERTS NOBLE FOUNDATION (FOUNDATION) MADE GRANTS TO AN ORGANIZATION OTHER THAN A CHARITABLE ORGANIZATION DESCRIBED IN SECTION 509(A)(1), (2), OR (3), OR SECTION 4940(D)(2). THOSE GRANTS TOTALING $650,000 WERE FOR PROGRAM RELATED INVESTMENTS IN THE OKLAHOMA LIFE SCIENCE FUND III, LLC (OLSF III). THE FOUNDATION MADE AN ADDITIONAL $175,000 PAYMENT TO OLSF III IN CALENDAR YEAR 2022, THEREBY BRINGING ITS TOTAL COMMITMENT TO THE FUND TO $825,000. FOLLOWING IS THE REQUIRED EXPENDITURE RESPONSIBILITY REPORT: NAME/ADDRESS OF GRANTEE:OKLAHOMA LIFE SCIENCES FUND III, LLC 2620 S. ZUNIS AVENUE TULSA, OK 74114 THE PURPOSE OF THE GRANTS (PROGRAM-RELATED INVESTMENTS) WERE TO ACCOMPLISH THE CHARITABLE PURPOSE OF ADVANCING RESEARCH AND DEVELOPMENT OF TECHNOLOGY IN THE LIFE SCIENCES. THE FOUNDATION CONSIDERS SUCH INVESTMENTS CRITICAL TO ADVANCING DEVELOPMENTS IN THE LIFE-SCIENCES FIELD, SO AS TO ADVANCE AGRICULTURAL AND MEDICAL RESEARCH IN OKLAHOMA, CONSISTENT WITH ITS EXEMPT PURPOSE. THE GRANTEE EXPENDED THE AMOUNTS AS IT RECEIVED THEM FROM THE FOUNDATION TO ADVANCE RESEARCH IN LIFE SCIENCES AS DISCUSSED ABOVE. TO THE KNOWLEDGE OF THE FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. THE GRANTEE PROVIDED THE FOUNDATION WITH REPORTS AND OTHER INFORMATION ON THE USE OF FUNDS THAT ENABLED THE FOUNDATION TO VERIFY COMPLIANCE WITH TERMS OF THE GRANT, AND THE PROGRESS MADE BY THE GRANTEE TOWARD ACHIEVING THE PURPOSE FOR WHICH THE GRANT WAS MADE. THE FOUNDATION BELIEVES THAT OLSF III HAS COMPLIED WITH THE TERMS OF THE GRANT, WITHOUT EXCEPTION. OLSF III IS CURRENTLY RAISING FUNDS AND IS NOT YET FULLY INVESTED. THE FOUNDATION HAS A $1,000,000 COMMITMENT TO THE FUND, $825,000 OF WHICH HAS BEEN CALLED AS OF DECEMBER 31, 2022. REPORTS AND INFORMATION/DATES: ANNUAL REPORTS ARE RECEIVED AND REVIEWED BY THE FILING ORGANIZATION. THE 2022 ANNUAL REPORT PURSUANT TO REGULATION 53.4945 WAS RECEIVED SEPTEMBER 2023. THE FOUNDATION'S AUTHORIZED AGENT REVIEWED THE REPORTS UPON RECEIPT.
PART VIII-B, LINE 1SUMMARY OF PROGRAM-RELATED INVESTMENTS DURING THE TAX YEARS 2002-2004 AND 2006, THE ORGANIZATION NOW KNOWN AS NOBLE RESEARCH INSTITUTE, LLC (INSTITUTE) MADE GRANTS TO AN ORGANIZATION OTHER THAN A CHARITABLE ORGANIZATION DESCRIBED IN SECTION 509(A)(1), (2), OR (3), OR SECTION 4940(D)(2). THOSE GRANTS TOTALING $1,502,539.90 WERE FOR PROGRAM RELATED INVESTMENTS IN THE OKLAHOMA LIFE SCIENCE FUND I, LLC (OLSF I). FOLLOWING IS THE REQUIRED EXPENDITURE RESPONSIBILITY REPORT: NAME/ADDRESS OF GRANTEE:OKLAHOMA LIFE SCIENCES FUND I, LLC 2620 S. ZUNIS AVENUE TULSA, OK 74114 NO GRANT FUNDS WERE PAID DURING THE REPORTING PERIOD OF 2022. THE PURPOSE OF THE GRANT (PROGRAM-RELATED INVESTMENT) WAS TO ACCOMPLISH THE CHARITABLE PURPOSE OF ADVANCING RESEARCH AND DEVELOPMENT OF TECHNOLOGY IN THE LIFE SCIENCES. THE FOUNDATION CONSIDERS SUCH AN INVESTMENT CRITICAL TO ADVANCING DEVELOPMENTS IN THE LIFE-SCIENCES FIELD, SO AS TO ADVANCE AGRICULTURAL AND MEDICAL RESEARCH IN OKLAHOMA, CONSISTENT WITH ITS EXEMPT PURPOSE. THE GRANTEE EXPENDED THE AMOUNTS AS IT RECEIVED THEM FROM THE FOUNDATION TO ADVANCE RESEARCH IN LIFE SCIENCES AS DISCUSSED ABOVE. TO THE KNOWLEDGE OF THE FOUNDATION, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. THE GRANTEE PROVIDED THE FOUNDATION WITH REPORTS AND OTHER INFORMATION ON THE USE OF FUNDS THAT ENABLED THE FOUNDATION TO VERIFY COMPLIANCE WITH TERMS OF THE GRANT, AND THE PROGRESS MADE BY THE GRANTEE TOWARD ACHIEVING THE PURPOSE FOR WHICH THE GRANT WAS MADE. THE FOUNDATION BELIEVES THAT OLSF HAS COMPLIED WITH THE TERMS OF THE GRANT, WITHOUT EXCEPTION. AT THIS POINT, ALL ORIGINAL CAPITAL OF OLSF I HAS BEEN INVESTED AND IT IS A MATURE FUND. REPORTS AND INFORMATION/DATES: ANNUAL REPORTS ARE RECEIVED AND REVIEWED BY THE FILING ORGANIZATION. THE 2022 ANNUAL REPORT PURSUANT TO REGULATION 53.4945 WAS RECEIVED SEPTEMBER 2023. THE FOUNDATION'S AUTHORIZED AGENT REVIEWED THE REPORTS UPON RECEIPT.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE BONDS$16,433,208$16,433,208
MORTGAGE-BACKED SECURITIES$8,194,520$8,194,520
ASSET-BACKED SECURITIES$847,664$847,664

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PUBLICLY TRADED SECURITIES$341,932,339$341,932,339
MUTUAL FUNDS$87,321,779$87,321,779

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$20,540,525USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$20,540,525USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,056,283StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,056,283StateLocalSecEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLIMITED PARTNERSHIPSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$490,496,962BookValueAmt
EOYFMV$490,496,962EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL MATTERSCategoryTxt
Legal Fees$64,952LegalFeesAmt
Net Investment Income$46,380NetInvestmentIncomeAmt
Disbursements Charitable Prps$21,091DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCRUED INT/DIV RECEIVABLE$762,672$813,592$813,592
PROGRAM RELATED INVESTMENTS$838,557$1,013,557$1,013,557

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTDesc
Amt$160,649,704Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEMBERSHIPS DUES$7,260$0$7,260
SPONSORSHIPS$16,000$0$16,000
BANK FEES$1,212$1,212$0
SOFTWARE SUBSCRIPTION$34,178$0$34,169
ADMINISTRATIVE SERVICES$489,022$75,691$405,049
D&O INSURANCE$78,581$0$78,996
SCHOLARSHIP COMMITTEE FEES$9,400$0$9,400
CONTRACT LABOR$2,400$0$2,400
OTHER K-1 EXPENSES$0$4,063,531$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
K-1 OTHER PORTFOLIO INCOME$0-$155,073$0
K-1 RENTAL REAL ESTATE INCOME$0-$36,025$0
ROYALTY/LEASEHOLD INCOME$4,650,593$4,672,824$4,650,593
CLASS ACTION SETTLEMENTS$1,572,638$1,572,638$1,811,272
K-1 ORDINARY INCOME$905,909$849,704$667,275
STATE TAX PAYMENT - REFUND$37$37

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescREVERSAL OF DEFERRED TAX ACCRUALDesc
Amt$2,235,000Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDEFERRED TAXESDesc
BOY Book Value$5,175,000BOYBookValueAmt
EOY Book Value$2,940,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGER FEES$3,763,337$3,705,429$0
PROFESSIONAL ADVISORY SVCS$19,919$0$19,919

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
990PF CURRENT EXCISE TAX$930,000$0$0
FOREIGN TAXES$0$520,852$0
UBI TAX$22,060$0$0

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line12510 SAM NOBLE PARKWAYAddressLine1Txt
CityARDMORECityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd
FieldValueIRS element (for citing)
EIN730606209EIN
DescTHERE WERE NO TRANSFERS FROM THE CONTROLLED ENTITY IN 2022.Desc
Amt$40,996,022Amt
FieldValueIRS element (for citing)
Total$0TotalAmt

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line12510 SAM NOBLE PARKWAYAddressLine1Txt
CityARDMORECityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd
FieldValueIRS element (for citing)
EIN730606209EIN
DescFOUNDATION MADE A GRANT OF $40,500,000 & REIMBURSED ADMIN. EXP. OF $496,022 TO THE INSTITUTE IN 2022Desc
Amt$40,996,022Amt
FieldValueIRS element (for citing)
Total$40,996,022TotalAmt