WILLIAM K WARREN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM K WARREN FOUNDATION (EIN 73-0609599)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202343179349102629
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T14:01:51-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730609599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The William K Warren Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JA PIERCE | InCareOfNm |
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 9184928100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 470372 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741470372 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS COOPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9184928100 | PhoneNum |
| Signature | 2023-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | COOPER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE KURTZMAN | PreparerPersonNm |
| PTIN | P01236691 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | $454,938,908 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $412,743 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,787,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,557,459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,601,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,836,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,978,251 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,464,634 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,488,374 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $34,266,089 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,024,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,582,881 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,392,935 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $189,946 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $652,490 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $574,191 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $78,299 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $685,018 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $602,816 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $82,202 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $41,681 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,841 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,840 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,472 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,236 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,236 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,009,683 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $911,406 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $98,277 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,559 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $403,463 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,735 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $136,944 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $136,944 | OccupancyNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $32,251 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $32,251 | TravConfMeetingNetInvstIncmAmt |
| Printing And Pub Rev And Expnss | $1,656 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,656 | PrintingAndPubNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $299,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,333,946 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $197,128 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,535,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,429,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $685,928 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,106,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,106,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,642,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,429,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,792,818 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,623,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,594,399 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,748,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,198,918 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,198,918 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,969,240 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,021,711 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,969,240 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,969,240 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $12,511,518 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,889,711 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,766,202 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $215,401,860 | CorporateStockBOYAmt |
| Corporate Stock EOY | $221,849,125 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $317,011,535 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $48,249,915 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $55,372,755 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $47,409,292 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $23,370,665 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,598,833 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $21,772,353 | LandBOYAmt |
| Land EOY | $21,771,832 | LandEOYAmt |
| Land EOYFMV | $64,392,525 | LandEOYFMVAmt |
| Other Assets BOY | $192,660 | OtherAssetsBOYAmt |
| Other Assets EOY | $191,196 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $191,196 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $318,898,600 | TotalAssetsBOYAmt |
| Total Assets EOY | $326,242,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $454,938,908 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $681,152 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $673,637 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $7,887,552 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,203,331 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,568,704 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,876,968 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $310,329,896 | CapitalStockBOYAmt |
| Capital Stock EOY | $320,365,809 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $310,329,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $320,365,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $318,898,600 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $326,242,777 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $310,329,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,623,709 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,412,204 | OtherIncreasesAmt |
| Subtotal | $320,365,809 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $320,365,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE PART IV SCHEDULE 4 | PropertyDesc |
| Gross Sales Price | $90,836,145 | GrossSalesPriceAmt |
| Cost Or Other Basis | $80,857,894 | CostOrOtherBasisAmt |
| Gain Or Loss | $9,978,251 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $9,978,251 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,978,251 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $411,362 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $411,362 | SubtotalAmt |
| Tax Based On Investment Income | $411,362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $400,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,776 | EsPenaltyAmt |
| Tax Due | $13,138 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.williamkwarrenfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JA PIERCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9184928100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6585 SOUTH YALE SUITE 900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|
| W K WARREN jr | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | DIRECTOR & CHAIRMAN EMERITUS | 5.0 | $0 | $0 | $0 |
| W R LISSAU | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | DIRECTOR & CHAIRMAN OF BOARD | 10.0 | $500 | $0 | $0 |
| S K Warren | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | DIRECTOR & SR VICE PRESIDENT | 40.0 | $185,400 | $58,872 | $0 |
| J-K C Warren | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | CEO & VICE CHAIRMAN | 40.0 | $543,840 | $96,286 | $0 |
| T COOPER | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | PRESIDENT | 40.0 | $605,700 | $96,806 | $0 |
| D AFFELDT | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | ASSISTANT TREASURER | 40.0 | $157,450 | $34,615 | $0 |
| P GLENN | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | TREASURER | 40.0 | $9,441 | $0 | $0 |
| F W Murphy III | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | DIRECTOR | 0.5 | $500 | $0 | $0 |
| W W O'CONNOR | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | DIRECTOR | 0.5 | $500 | $0 | $0 |
| M E HOWARD | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| J ADAMS | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | SECRETARY | 40.0 | $87,440 | $11,042 | $0 |
| D MCMANUS | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | ASSISTANT SECRETARY | 40.0 | $81,050 | $6,622 | $0 |
| M S BLANKENSHIP | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | DIRECTOR | 0.5 | $0 | $0 | $0 |
| A N WARREN | ||||||||
| PO Box 470372 | Tulsa | OK | 741470372 | DIRECTOR | 0.5 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| B GEUBELLE | ||||||||
| PO BOX 470372 | TULSA | OK | 741470372 | ANALYST | 40.0 | $343,250 | $38,199 | $0 |
| J PIERCE | ||||||||
| PO BOX 470372 | TULSA | OK | 741470372 | CONTROLLER | 40.0 | $156,900 | $16,724 | $0 |
| K CLARK | ||||||||
| PO BOX 470372 | TULSA | OK | 741470372 | RECEPTIONIST | 40.0 | $64,900 | $22,840 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BLOOMBERG FINANCE LP | |||||
| PO BOX 416604 | BOSTON | MA | 022416604 | Investment Services | $98,201 |
| GRANT THORNTON LLP | |||||
| 33911 TREASURY CENTER | CHICAGO | IL | 606943900 | Assurance Services | $68,250 |
| THE BURGISS GROUP LLC | |||||
| 111 RIVER STREET FLOOR 10 | HOBOKEN | NJ | 07030 | Investment Services | $57,612 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ACE HOUSING - RESIDENCE IN TULSA, OKLAHOMA FOR USE BY STUDENT TEACHERS SERVING CATHOLIC SCHOOLS IN THE DIOCESE TULSA AS PART OF THE ALLIANCE FOR CATHOLIC EDUCATION | Description1Txt |
| Expenses1 | $15,285 | Expenses1Amt |
| Description2 | TREE FARM - TO GROW TREES USED TO BEAUTIFY BUILDING PROJECTS IN THE CITY OF TULSA AND ON AND AROUND THE CAMPUS OF SAINT FRANCIS HEALTH SYSTEM | Description2Txt |
| Expenses2 | $170,055 | Expenses2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $391,125,727 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,127,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $51,833,717 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $457,087,409 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $457,087,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,856,311 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $450,231,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,511,555 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,511,555 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $411,362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $411,362 | TotalTaxAmt |
| Distributable Before Adj | $22,100,193 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,100,193 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,100,193 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,792,818 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $21,792,818 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,100,193 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,358,873 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,792,818 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,358,873 | AppliedToYear1Amt |
| Applied To Current Year | $433,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $21,666,248 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM K WARREN JR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Tom Cooper | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 470372 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741470372 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9184928100 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE FOR APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE TO LOCAL CATHOLIC HEALTH CARE FACILITIES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATEMENT 30A | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470372 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 47147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE STATEMENT 30a | GrantOrContributionPurposeTxt |
| Amt | $21,106,890 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,106,890 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470372 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | NONE | GrantOrContributionPurposeTxt |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACE HOUSE RENTAL | Desc |
| Related Or Exempt Function Incm | $14,400 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $682 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,786,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$44,052 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,645,727 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| OIL & GAS ROYALTY INCOME | 01 | $16,889,329 | ||
| UBI FROM PARTNERSHIPS | 901101 | -$200,548 | ||
| MISCELLANEOUS INCOME | 01 | $2,761,452 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$243,918 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,082,863 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,400 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,853,345 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1(A) | LineNumberTxt |
| Relationship Statement | THIS PROGRAM-RELATED INVESTMENT PROVIDES SAFE, AFFORDABLE COMMUNAL LIVING SPACE THAT IS INTEGRAL TO THE LONG-TERM SUCCESS OF THE ACE "SERVICES THROUGH TEACHING" PROGRAM IN TULSA. THE INVESTMENT FURTHERS THE FOUNDATION'S TRADITION OF CATHOLIC SERVICES AND SUPPORTS CATHOLIC SCHOOLS BY MAKING HIGH-QUALITY TEACHERS AVAILABLE AT AN ATTRACTIVE RATE, WHILE HELPING TO PREPARE A FUTURE GENERATION OF CATHOLIC SCHOOLS LEADERS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | Yes (true) | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(3) | LineNumberTxt |
| Involved | $136,944 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN PROF BLDG CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | RENTAL OF OFFICE SPACE | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN PROF BLDG CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | IRC 501(C)(2) | OrganizationTypeDesc |
| Relationship Description | COMMON OFFICERS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Blakenship Trust | ||||||
| 1 | 1725 Coventry Lane | Nichols Hills | OK | 73120 | $140,635 | Yes (X) |
| WK Dunbar | ||||||
| 2 | 6724 South Granite Avenue | Tulsa | OK | 74136 | $25,000 | Yes (X) |
| WK Warren Co LP | ||||||
| 3 | PO BOX 470372 | TULSA | OK | 741470372 | $246,108 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $38,472 | Amt |
| Net Investment Income | $19,236 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,236 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE SCHEDULE 3 | BondNm |
| EOY Book Value | $55,372,755 | EOYBookValueAmt |
| EOYFMV | $47,409,292 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE SCHEDULE 2 | StockNm |
| EOY Book Value | $221,849,125 | EOYBookValueAmt |
| EOYFMV | $317,011,535 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,889,711 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,766,202 | USGovtObligationsEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $41,681 | LegalFeesAmt |
| Net Investment Income | $20,841 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,840 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACE HOUSE | $109,903 | $110,480 | $110,480 |
| CLUB MEMBERSHIP | $74,153 | $74,153 | $74,153 |
| LEASEHOLD IMPROVEMENTS | $737 | $295 | $295 |
| DEPOSITS | $569 | $569 | $569 |
| COMPUTER EQUIPMENT | $7,298 | $5,699 | $5,699 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TREE FARM EXPENSE | $170,055 | $0 | $0 | $170,055 |
| MISCELLANEOUS EXPENSE | $15,552 | $15,552 | $0 | $0 |
| OFFICE SUPPLIES | $14,993 | $13,194 | $0 | $1,799 |
| TELEPHONE | $20,852 | $18,349 | $0 | $2,502 |
| GENERAL INSURANCE | $45,663 | $40,183 | $0 | $5,480 |
| LAND DEPT EXP | $3,413 | $3,003 | $0 | $410 |
| COMPUTER HARDWARE/SOFTWARE | $13,307 | $11,710 | $0 | $1,597 |
| RENT EXPENSE - ACE HOUSE | $15,285 | $0 | $0 | $15,285 |
| SCHEDULE K-1 EXPENSE | $0 | $1,231,955 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL & GAS ROYALTY INCOME | $16,889,329 | $16,889,329 |
| Investment Management Fees | $869,364 | $869,364 |
| RENTAL INCOME | $14,400 | $14,400 |
| Other Income | $1,691,541 | $1,691,541 |
| SCHEDULE K-1 INCOME | $23,740 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PENSION ADJUSTMENT | Desc |
| Amt | $1,412,204 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITY | $2,040,405 | $1,196,449 |
| PENSION PLAN LIABILITY | $5,847,147 | $3,999,682 |
| DEFERRED RENT LIABILITY | $0 | $7,200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEES | $190,707 | $190,707 | $0 | $0 |
| INVESTMENT MANAGEMENT EXPENSE | $818,976 | $720,699 | $0 | $98,277 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AD VALOREM TAXES & TAX REFUND | CategoryTxt |
| Amt | $46,559 | Amt |
| Net Investment Income | $403,463 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| FOUNDATION ACE HOLDINGS | ||||||
| 6585 S YALE AVE STE 900 | TULSA | OK | 74136 | 460730081 | This is not an excess business holding. | $0 |
| FOUNDATION LAND HLDG CO MEMORIAL #1 LLC | ||||||
| 6585 S Yale Ave Ste 900 | TULSA | OK | 74136 | 462178227 | This is not an excess business holding. | $0 |
| Foundation Land Holding Co - Jenks | ||||||
| 6585 S Yale Ave Ste 900 | TULSA | OK | 74136 | 611595556 | This is not an excess business holding. | $0 |
| Transwestern Capital Management | ||||||
| 6585 S YALE AVE STE 900 | TULSA | OK | 74136 | 710975758 | This is not an excess business holding. | $0 |
| Broken Arrow Medical Center Foundation | ||||||
| 6585 S YALE AVE STE 900 | TULSA | OK | 74136 | 731532494 | This is not an excess business holding. | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |