KIRKPATRICK FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KIRKPATRICK FOUNDATION INC (EIN 73-0701736)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349108384
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T17:18:55-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19026 RIDGEWOOD PKWY STE 400 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78259 | 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 | 730701736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRKPATRICK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIRK | BusinessNameControlTxt |
| Phone | 4056080934 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WEST WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAX WEITZENHOFFER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4056080934 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAX | PersonFirstNm |
| Person Last | WEITZENHOFFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA A RODRIGUEZ | PreparerPersonNm |
| PTIN | P01073764 | PTIN |
| Phone | 2108286281 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $77,992,205 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,652,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,652,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,164,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,131,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,164,299 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,006,474 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,006,474 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,823,215 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,823,215 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $224,675 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,701 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $190,974 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $328,058 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,128 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $61,388 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $283,956 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $34,415 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $292,136 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $713 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $713 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,093 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,047 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,309 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $275,019 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $248,287 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $86,512 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57,254 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,415 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,208 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,117 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $69,971 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $34,986 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,996 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $847,969 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $114,451 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $928,759 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,165,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $570,477 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,507,792 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,045,797 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,020,797 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,211,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $570,477 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,528,589 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$387,963 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,252,738 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $408,340 | CashBOYAmt |
| Cash EOY | $180,875 | CashEOYAmt |
| Cash EOYFMV | $180,875 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,659,062 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,584,948 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,584,948 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $255,159 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $255,159 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $255,159 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,716,319 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,716,319 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $76,291,693 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,196,044 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,196,044 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,252,395 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,326,210 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,326,210 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $123,085 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $123,085 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $193,774 | OtherAssetsBOYAmt |
| Other Assets EOY | $261,121 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,732,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $95,805,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,520,676 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $77,992,205 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $185,351 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $204,555 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $185,351 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $204,555 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $95,619,913 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $76,316,121 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $95,619,913 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $76,316,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $95,805,264 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $76,520,676 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $95,619,913 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$387,963 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $95,231,950 | SubtotalAmt |
| Other Decreases | $18,915,829 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $76,316,121 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $7,131,044 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,966,745 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,164,299 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,164,299 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,164,299 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $45,213 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $45,213 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $45,213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,885 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $56,885 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $539 | EsPenaltyAmt |
| Overpayment | $11,133 | OverpaymentAmt |
| Applied To ES Tax | $11,133 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.KIRKPATRICKFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4056080934 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WEST WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN K KEESEE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ROBERT CLEMENTS | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | PAST PRESIDENT | 1.00 | $0 | $0 | $0 |
| REBECCA MCCUBBIN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LOUISA MCCUNE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | EXECUTIVE DIRECTOR | 40.00 | $224,675 | $17,974 | $0 |
| MAX WEITZENHOFFER | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| GEORGE RECORDS | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GLENNA TANENBAUM | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | SECRETARY | 1.00 | $0 | $0 | $0 |
| LIZ EICKMAN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | ADVISOR | 1.00 | $0 | $0 | $0 |
| DAVID F GRIFFIN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISERS | |||||
| 620 NEWPORT CENTER DRIVE SUITE 500 | NEWPORT BEACH | CA | 92660 | INVESTMENT MANAGEMENT | $121,947 |
| FACTOR 110 | |||||
| 3421 N WALNUT | OKLAHOMA CITY | OK | 73105 | EVENT PLANNING | $58,966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ARTDESK IS A FREE, QUARTERLY PUBLICATION DEVOTED TO CONTEMPORARY ART, PERFORMANCE AND THOUGHT. ITS MISSION IS TO INFORM READERS ABOUT REGIONAL AND NATIONAL EVENTS, EXHIBITIONS, EDUCATION, AND PROMOTE CREATIVE LITERACY AND APPRECIATION. THIS PUBLICATION IS DISTRIBUTED WIDELY ACROSS OKLAHOMA, TEXAS, AND COLORADO. THE MAGAZINE PRINTS MORE THAN 82,000 COPIES OF EVERY ISSUE. WITH EACH ISSUE, 40,000 COPIES ARE INSERTED INTO A WEEKLY EDITION OF THE OKLAHOMAN AND A SUNDAY EDITION OF THE NEW YORK TIMES. 4,100 COPIES ARE DISTRIBUTED TO EVERY MIDDLE SCHOOL AND HIGH SCHOOL VISUAL ARTS DEPARTMENT IN OKLAHOMA CITY PUBLIC SCHOOLS AND MORE THAN 2,500 ARE MAILED TO ALL 50 STATES AND 6 FOREIGN COUNTRIES. PUBLISHED BY THE KIRKPATRICK FOUNDATION, ARTDESK WILL CONTINUE ITS MISSION TO EDUCATE THE REGION ON THE CONTEMPORARY ARTS. | Description1Txt |
| Expenses1 | $465,369 | Expenses1Amt |
| Description2 | SAFE & HUMANE IS KIRKPATRICK FOUNDATION'S TWENTY-YEAR INITIATIVE TO MAKE OKLAHOMA THE SAFEST AND MOST HUMANE PLACE TO BE AN ANIMAL BY THE YEAR 2032. THE FOUNDATION'S APPROACH IS TO CONVENE, HONOR, PROMOTE, FUND, RESEARCH, AND PUBLISH EFFORTS TO IMPROVE THE LIVES OF OKLAHOMA ANIMALS AND THE PEOPLE WHO CARE FOR THEM. THE FOUNDATION BELIEVES THAT BY MINIMIZING ANIMAL SUFFERING AND ELEVATING THE STANDARDS OF CARE, TREATMENT, AND WELFARE FOR ALL OKLAHOMA ANIMALS, THE CONDITION OF ALL OKLAHOMA CITIZENS WILL BE GREATLY IMPROVED. A KEY ELEMENT OF THE SAFE & HUMANE INITIATIVE IS THE TRIENNIAL ANIMAL CONFERENCE (HELD IN 2015, 2018, AND MOST RECENTLY ON AUGUST 27-28, 2021). | Description2Txt |
| Expenses2 | $330,883 | Expenses2Amt |
| Description3 | KIRKPATRICK FOUNDATION HAS OTHER SMALLER PHILANTHROPIC PROGRAMS THAT ARE EITHER SHORT-LIVED OR NOT YET FULLY DEVELOPED, AND A STUDENT JOURNALISM PROGRAM IN THE EARLY STAGES. | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,962,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,760,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,732,488 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $83,456,172 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $83,456,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,251,843 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $82,204,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,110,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,110,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $45,213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $45,213 | TotalTaxAmt |
| Distributable Before Adj | $4,065,003 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,065,003 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,065,003 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,528,589 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,528,589 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,065,003 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $157,990 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,528,589 | QualifyingDistributionsAmt |
| Applied To Year1 | $157,990 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,370,599 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $694,404 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUISA MCCUNE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 W WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4056080934 | RecipientPhoneNum |
| Recipient Email Address | LOUISA@KIRKPATRICKFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION SHOULD BE FILLED OUT ONLINE AT HTTP://KIRKPATRICKFOUNDATION.COM/APPLY-FOR-A-GRANT. SMALL GRANT APPLICATIONS HAVE NO SPECIFIC DEADLINE, BUT PLEASE ALLOW 30-45 DAYS FOR CONSIDERATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES ARE JUNE 1 AND DECEMBER 1 FOR LETTERS OF INQUIRY FOR REQUESTS OVER $10,000. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT PROPOSALS ARE CONSIDERED ONLY FROM ELIGIBLE ORGANIZATIONS WHO: - CURRENTLY QUALIFY AS A 501(C)(3) NONPROFIT ORGANIZATION ACCORDING TO THE INTERNAL REVENUE CODE. - SERVE CENTRAL OKLAHOMA, PRIMARILY THE OKLAHOMA CITY METROPOLITAN AREA, OKLAHOMA COUNTY AND SURROUNDING COUNTIES AND COMMUNITIES. - MAINTAIN CURRENT FINANCIAL RECORDS, PROVIDING A COPY OF THE OPERATIONAL BUDGET AND A STATEMENT OF FINANCIAL POSITION. - HAVE A WORKING BOARD OF DIRECTORS, AS WELL AS MANAGEMENT, GOVERNANCE, AND ACCOUNTABILITY STRUCTURES IN PLACE - PROVIDE A LIST OF BOARD MEMEBERS AND THEIR AFFILIATION - DEMONSTRATE 100 PERCENT BOARD-MEMBER GIVING; PROVIDE A THREE-YEAR STRATEGIC PLAN WE DO NOT FUND: - INDIVIDUALS - LOBBYING ORGANIZATIONS - MEDICAL AND/OR HEALTH-RELATED CAUSES - SOCIAL SERVICES - ATHLETIC PROGRAMS - CAPITAL CAMPAIGNS - ENDOWMENTS - MULTI-YEAR PROJECTS - INDIRECT COSTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A TO Z PRODUCTIONS INC | |||||||
| PO BOX 1062 | NORMAN | OK | 73070 | NONE | PC | NORMAN PHILHARMONIC 2022-2023 SEASON | $5,000 |
| ALPHA COMMUNITY FOUNDATION OF OKLAHOMA | |||||||
| PO BOX 20295 | OKLAHOMA CITY | OK | 73156 | NONE | PC | SUMMER STEM CAMP | $10,000 |
| AMERICAN CIVIL LIBERTIES UNION OF OKLAHOMA FOUNDATION | |||||||
| PO BOX 13327 | OKLAHOMA CITY | OK | 73113 | NONE | PC | GENERAL OPERATING | $5,000 |
| AMERICA'S WATERSHED INITIATIVE | |||||||
| 117 N KIRKWOOD RD | ST LOUIS | MO | 63122 | NONE | PC | BUILDING PARTNERSHIPS FOR CHANGE IN THE ARKANSAS AND RED RIVER WATERSHEDS | $25,000 |
| ANIMAL GRANTMAKERS INC | |||||||
| 1706 LOWER ELWHA ROAD | PORT ANGELES | WA | 98363 | NONE | PC | MAXIMIZING ANIMAL GRANTMAKERS' 2022 CONFERENCE | $5,000 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 525 E COTATI AVE | COTATI | CA | 94931 | NONE | PC | HOLDING FACTORY FARMS TO ACCOUNT IN OKLAHOMA | $100,000 |
| ASPIRING ATTITUDES INC | |||||||
| 8014 N WESTERN AVE STE C | OKLAHOMA CITY | OK | 73114 | NONE | PC | LET'S ALL JUST DANCE PERFORMANCE PROGRAM | $5,000 |
| BLACK LIBERATED ARTS CENTER INC | |||||||
| PO BOX 11014 | OKLAHOMA CITY | OK | 73136 | NONE | PC | COLLECTION PRESERVATION PROJECT STUDY | $10,000 |
| CENTRAL OKLAHOMA CAMP AND CONFERENCE CENTER | |||||||
| 1 TWIN CEDAR LANE | GUTHRIE | OK | 73044 | NONE | PC | ACCESSIBLE NATURE TRAILS | $10,000 |
| CENTRAL OKLAHOMA DANCE COMPANY | |||||||
| PO BOX 382 | NORMAN | OK | 73070 | NONE | PC | EXPOSING POLARITIES: BETWEEN THE SPACES | $5,000 |
| DAYSPRING VILLA WOMEN & CHILDRENS SHELTER INC | |||||||
| PO BOX 1588 | SAND SPRINGS | OK | 74063 | NONE | PC | SAFE HOUSING PET PROGRAM | $9,500 |
| DOMESTIC VIOLENCE INTERVENTION SERVICES | |||||||
| 3124 E APACHE ST | TULSA | OK | 74110 | NONE | PC | EMERGENCY SHELTER KENNEL SUPPORT | $5,000 |
| DOWN SYNDROME ASSOCIATION OF CENTRAL OKLAHOMA | |||||||
| 521 W WILSHIRE BLVD STE 130 | OKLAHOMA CITY | OK | 73116 | NONE | PC | FESTIVAL & 5K | $3,500 |
| EDMOND PUBLIC SCHOOLS FOUNDATION INC | |||||||
| 1001 W DANFORTH RD | EDMOND | OK | 73003 | NONE | PC | ART IN SCHOOLS | $30,000 |
| FRIENDS OF THE OKLAHOMA CENTER FOR THE BOOK | |||||||
| 200 NE 18TH STREET | OKLAHOMA CITY | OK | 73105 | NONE | PC | MY FAVORITE BOOK | $5,800 |
| FRONTIER MEDIA GROUP | |||||||
| 2121 E 26TH PL | TULSA | OK | 74114 | NONE | PC | MARKETING AND RECURRING DONOR GROWTH CAMPAIGN | $25,000 |
| FRONTIER MEDIA GROUP | |||||||
| 2121 E 26TH PL | TULSA | OK | 74114 | NONE | PC | MARKETING AND RECURRING DONOR GROWTH CAMPAIGN | $25,000 |
| GENERATION CITIZEN INC | |||||||
| 312 NE 28TH STE 105 | OKLAHOMA CITY | OK | 73105 | NONE | PC | CENTRAL OKLAHOMA COMMUNITY-BASED ACTION CIVICS PROGRAM | $10,000 |
| GIRLS ON THE RUN OF CENTRAL OKLAHOMA INC | |||||||
| 720 W WILSHIRE BLVD STE 101B | OKLAHOMA CITY | OK | 73116 | NONE | PC | BUILD BACK BETTER BY LEARNING | $8,500 |
| GREEN CONNECTIONS INC | |||||||
| 7605 N COLTRANE RD | OKLAHOMA CITY | OK | 73121 | NONE | PC | SENSE OF PLACE TOURS | $2,985 |
| GUTHRIE TOMORROW COALITION DBA STATE CAPITAL PUBLISHING MUSEUM | |||||||
| PO BOX 57 | GUTHRIE | OK | 73044 | NONE | PC | STRATEGIC PLAN FOR THE STATE CAPITAL PUBLISHING MUSEUM | $13,000 |
| HARDING INDEPENDENCE CHARTER DISTRICT INC | |||||||
| 1301 NE 101ST STREET | OKLAHOMA CITY | OK | 73131 | NONE | PC | RISING EXPECTATIONS PROJECT | $9,900 |
| HOMELESS ALLIANCE | |||||||
| 1724 NW 4TH STREET | OKLAHOMA CITY | OK | 73106 | NONE | PC | PET SUPPORT FUND | $8,900 |
| HORSE AND HOUND RESCUE FOUNDATION | |||||||
| 2350 S MIDWEST BLVD | GUTHRIE | OK | 73044 | NONE | PC | HEARTWORM & PARASITE PROTECTION FOR SENIOR DOGS | $9,362 |
| JAZZ IN JUNE INC | |||||||
| PO BOX 2356 | NORMAN | OK | 73070 | NONE | PC | 40TH ANNIVERSARY FESTIVAL | $2,500 |
| LAKE MCMURTRY FRIENDS INC | |||||||
| PO BOX 1058 | STILLWATER | OK | 74074 | NONE | PC | ECO FRIENDLY OUTDOOR RECREATION | $36,000 |
| LILLIAN TIMBER FARMS INC | |||||||
| 709 NE 20TH STREET | OKLAHOMA CITY | OK | 73105 | NONE | PC | LITERACY IN THE GARDEN | $1,000 |
| LITTLE KIDS ROCK INC | |||||||
| PO BOX 43369 | MONTCLAIR | NJ | 07043 | NONE | PC | LITTLE KIDS ROCK OKC PROGRAM | $10,000 |
| LOCAL MEDIA FOUNDATION | |||||||
| PO BOX 450 | LAKE CITY | MI | 49651 | NONE | PC | OKLAHOMA MEDIA CENTER | $40,000 |
| LYRIC THEATRE OF OKLAHOMA | |||||||
| 1727 NW 16TH STREET | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL OPERATING | $10,000 |
| METROPOLITAN SCHOOL OF DANCE INC | |||||||
| 600 N HIGH AVE | OKLAHOMA CITY | OK | 73117 | NONE | PC | ANIMAL WELLBEING AND THE OKLAHOMA/GREAT PLAINS PERSPECTIVE: RESEARCH IN SUPPORT OF STRATEGY | $9,900 |
| MUTT MISFITS SOCIETY | |||||||
| 2701 NW 41ST ST | OKLAHOMA CITY | OK | 731123710 | NONE | PC | SAVE THE UNSAVABLE | $10,000 |
| NAMRON PLAYERS THEATRE INC | |||||||
| PO BOX 2356 | NORMAN | OK | 73070 | NONE | PC | 2022-2023 SEASON | $2,500 |
| NEWVIEW OKLAHOMA | |||||||
| 501 N DOUGLAS AVE | OKLAHOMA CITY | OK | 73106 | NONE | PC | VISIONS ART PROJECT | $9,850 |
| NORMAN MUSIC ALLIANCE INC | |||||||
| PO BOX 890 | NORMAN | OK | 73070 | NONE | PC | VISIONS ART PROJECT | $10,000 |
| NORTHERN OKLAHOMA HUMANE SOCIETY | |||||||
| PO BOX 1671 | PONCA CITY | OK | 746021671 | NONE | PC | PETS IN POVERTY, KAY COUNTY SPAY AND NEUTER ALLIANCE | $10,000 |
| OKLAHOMA ALLIANCE FOR ANIMALS INC | |||||||
| 5321 S SHERIDAN ROAD | TULSA | OK | 74145 | NONE | PC | UNCHAIN OK AND PET RETENTION | $20,000 |
| OKLAHOMA ALLIANCE FOR ARTS EDUCATION | |||||||
| PO BOX 1275 | JENKS | OK | 74037 | NONE | PC | NOURISHING THE KNOWLEDGE AND SKILLS OF ART EDUCATORS | $3,000 |
| OKLAHOMA CITY CHAPTER OF THE SOCIETY FOR PRESERVATION & ENCOURAGEMENT OF BA | |||||||
| PO BOX 1702 | BETHANY | OK | 73008 | NONE | PC | NEW RISERS, VOCAL SOUNDS OF OKLAHOMA | $5,000 |
| OKLAHOMA CITY COMMUNITY COLLEGE FOUNDATION | |||||||
| 7777 S MAY AVE | OKLAHOMA CITY | OK | 73159 | NONE | PC | DIGITAL CINEMA PRODUCTION WORKHORSE DIGITAL CAMERA REPLACEMENT | $50,000 |
| OKLAHOMA CITY COMMUNITY FOUNDATION | |||||||
| PO BOX 1146 | OKLAHOMA CITY | OK | 73101 | NONE | PC | KIRKPATRICK FOUNDATION EXPRESS FUND | $200,000 |
| OKLAHOMA CITY COMMUNITY FOUNDATION | |||||||
| PO BOX 1146 | OKLAHOMA CITY | OK | 73101 | NONE | PC | KIRKPATRICK FOUNDATION EXPRESS FUND | $496,100 |
| OKLAHOMA CITY PUBLIC SCHOOLS FOUNDATION | |||||||
| 431 W MAIN ST STE E | OKLAHOMA CITY | OK | 73102 | NONE | PC | NATIONAL SCHOOL RESOURCE OFFICE TRAINING CONFERENCE | $125,000 |
| OKLAHOMA CITY PUBLIC SCHOOLS FOUNDATION | |||||||
| 431 W MAIN ST STE E | OKLAHOMA CITY | OK | 73102 | NONE | PC | NATIONAL SCHOOL RESOURCE OFFICE TRAINING CONFERENCE | $10,000 |
| OKLAHOMA ENGINEERING FOUNDATION INC | |||||||
| 220 NE 28TH ST | OKLAHOMA CITY | OK | 73105 | NONE | PC | RURAL OUTREACH PROGRAM | $10,000 |
| OKLAHOMA HALL OF FAME INC | |||||||
| 1400 CLASSEN DRIVE | OKLAHOMA CITY | OK | 73106 | NONE | PC | FREE FAMILY FUN | $7,500 |
| OKLAHOMA MUSIC EDUCATORS ASSOCIATION | |||||||
| 636 S BACONE ST | MUSKOGEE | OK | 74403 | NONE | PC | ALL STATE MUSIC FESTIVAL | $10,000 |
| OKLAHOMA PRIMATE SANCTUARY | |||||||
| 2205 SW 24TH ST | NEWCASTLE | OK | 73065 | NONE | PC | ALL STATE MUSIC FESTIVAL | $10,000 |
| OKLAHOMA SCHOOL OF SCIENCE & MATHEMATICS | |||||||
| 1141 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73140 | NONE | PC | OSSM FINE ARTS PROGRAM FOR 2022-2023 SCHOOL YEAR | $20,000 |
| OKLAHOMA THESPIANS | |||||||
| 4805 MONTGOMERY ROAD NO 400 | CINCINNATI | OH | 45212 | NONE | PC | 2022 OKLAHOMA THESPIAN FESTIVAL | $2,000 |
| OKLAHOMA ZOOLOGICAL SOCIETY | |||||||
| PO BOX 18424 | OKLAHOMA CITY | OK | 73154 | NONE | PC | ANIMAL WELLNESS AT THE OKLAHOMA CITY ZOO | $103,500 |
| OLIVER AND FRIENDS FARM SANCTUARY INC | |||||||
| 20217 N INDIAN MERIDIAN | LUTHER | OK | 73054 | NONE | PC | HOG HAVEN HOUSING - SHELTER OUR PIGS | $10,000 |
| PIEDMONT PUBLIC SCHOOLS EDUCATION FOUNDATION | |||||||
| PO BOX 654 | PIEDMONT | OK | 73078 | NONE | PC | PIEDMONT PUBLIC SCHOOLS TEACHER GRANT PROGRAM | $10,000 |
| POLLARD THEATRE COMPANY | |||||||
| PO BOX 38 | GUTHRIE | OK | 73044 | NONE | PC | 2022-2023 SEASON | $25,000 |
| PUTNAM CITY PUBLIC SCHOOLS FOUNDATION | |||||||
| 5401 NW 40TH ST | OKLAHOMA CITY | OK | 73122 | NONE | PC | COMMUNITIES AND SCHOOLS TOGETHER PROGRAM | $20,000 |
| RACE DANCE COLLECTIVE | |||||||
| 515 HARRIER HAWK | EDMOND | OK | 73003 | NONE | PC | RACE'S HIP HOP NUTCRACKER | $20,000 |
| RAINDROP FOUNDATION | |||||||
| 4337 VANCE JACKSON RD STE 203 | SAN ANTONIO | TX | 78230 | NONE | PC | INTERNATIONAL COOKING CLASSES FOR OKC | $7,500 |
| RAISING A READER | |||||||
| 330 TWIN DOLPHIN DRIVE 147 | REDWOOD CITY | CA | 94065 | NONE | PC | FAMILY SHARED READING PROGRAM FOR OKCPS KINDERGARTENERS | $10,000 |
| REACH OUT AND READ INC | |||||||
| 89 SOUTH STREET NO 201 | BOSTON | MA | 02111 | NONE | PC | ROR IN VARIETY CARE HEALTH CENTERS, CENTRAL OK | $10,000 |
| RED DIRT RELIEF FUND | |||||||
| 1611 S UTICA AVE STE 219 | TULSA | OK | 74104 | NONE | PC | WEBSITE AND MARKETING OF 10TH ANNIVERSARY | $7,500 |
| REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS | |||||||
| 1156 15TH STREET NW NO 1020 | WASHINGTON | DC | 20005 | NONE | PC | LOCAL LEGAL INITIATIVE IN OKLAHOMA | $10,000 |
| RESTOREOKC INC | |||||||
| 2222 NE 27TH ST | OKLAHOMA CITY | OK | 73111 | NONE | PC | RESTORE OKC URBAN FARMS PROJECT | $45,000 |
| SMART START CENTRAL OKLAHOMA | |||||||
| PO BOX 21505 | OKLAHOMA CITY | OK | 73156 | NONE | PC | STEAM KITS FOR SMART START PROGRAMS | $30,000 |
| STROPES FOUNDATION INC | |||||||
| 1132 LAKE AVENUE | RACINE | WI | 53403 | NONE | PC | ORACLE - THE LIFE AND MUSIC OF MICHAEL HEDGES | $10,000 |
| THE HUMANE LEAGUE | |||||||
| PO BOX 10476 | ROCKVILLE | MD | 20849 | NONE | PC | SHORT DOCUMENTARY COMMON ENEMY: THE RISE OF FACTORING FARMING IN OKLAHOMA | $10,000 |
| THOROUGHBRED ATHLETES INC | |||||||
| 2851 S MIDWEST BLVD | GUTHRIE | OK | 73044 | NONE | PC | ONBOARDING OF RESCUED HORSES | $9,000 |
| TINY PAWS KITTEN RESCUE INC | |||||||
| 901 SOUTH LOWRY | STILLWATER | OK | 74074 | NONE | PC | 100% SPAY/NEUTER COMMITMENT | $10,000 |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE STE 600 | TULSA | OK | 74136 | NONE | PC | EXPANSION OF SOFTWARE | $25,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||||
| 100 W TIMBERDELL RD RM 1 | NORMAN | OK | 73019 | NONE | PC | RUFUS FEARS LIBRARY | $100,000 |
| W K JACKSON LEADERSHIP ACADEMY INC | |||||||
| 5700 NORTH KELLEY AVENUE | OKLAHOMA CITY | OK | 731116741 | NONE | PC | STEM INVESTIGATIVE KITS | $10,000 |
| WILDCARE OKLAHOMA | |||||||
| 7601 84TH ST | NOBLE | OK | 73068 | NONE | PC | MEDICAL CAPACITY AND IMPROVING THE INFRASTRUCTURE OF WILDCARE | $96,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,045,797 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,652,442 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,006,474 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,164,299 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,823,215 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,823,215 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,093 | Amt |
| Net Investment Income | $22,047 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,309 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO DTD (500,000 8/3/23 3.7%) | $496,755 | $496,755 |
| APPLE INC DTD 05/03/2013 2.40% DUE 05/03/2023 | $496,000 | $496,000 |
| BANK OF AMERICA CORP DTD (500000 7/24/23 4.1%) | $497,825 | $497,825 |
| BANK ONE MICHIGAN DTD 11/03/1994 8.25% 11/01/2024 | $209,074 | $209,074 |
| BMO HARRIS BANK NA DTD 10/28/22 4.650% DUE 11/01/24 | $250,178 | $250,178 |
| BERKSHIRE HATHAWAY INC DTD 3/15/16 3.125% DUE 03/15/26 | $479,130 | $479,130 |
| CONOCO INC DTD 04/20/1999 6.95% 04/15/2029 | $552,885 | $552,885 |
| DISCOVER BANK DTD 11/01/22 4.750% DUE 11/01/27 | $251,618 | $251,618 |
| EXXON MOBIL CORPORATION DTD 03/06/15 2.397% DUE 03/06/2022 | $478,105 | $478,105 |
| GEORGIA-PACIFIC LLC DTD 06/02/98 7.250% DUE 06/01/28 | $540,225 | $540,225 |
| INTEL CORP DTD 08/05/22 4.000% DUE 08/05/29 | $237,805 | $237,805 |
| IBM CORP DTD 01/09/98 6.500% DUE 01/15/28 | $267,158 | $267,158 |
| JP MORGAN CHASE & CO DTD 06/07/16 3.200% DUE 06/15/26 | $236,028 | $236,028 |
| JPMORGAN CHASE & CO DTD 04/26/22 4.323% DUE 04/26/28 | $477,495 | $477,495 |
| MORGAN STANLEY DTD 07/23/15 4.000% DUE 07/23/25 | $244,122 | $244,122 |
| MORGAN STANLEY DTD 01/27/16 3.875% DUE 01/27/26 | $242,005 | $242,005 |
| OKLAHOMA G&E CO. DTD 08/17/18 3.800% DUE 08/15/28 | $467,475 | $467,475 |
| QUALCOMM INC DTD 05/20/15 3.450% DUE 05/20/25 | $243,352 | $243,352 |
| SALLIE MAE BANK/SALT LAKE DTD 07/20/22 3.300% DUE 07/21/25 | $242,307 | $242,307 |
| STATE BANK OF INDIA DTD 06/01/22 3.350% DUE 06/01/27 | $237,682 | $237,682 |
| STATE STREET CORP DTD (500,000 06/15/26 7.35%) | $539,220 | $539,220 |
| 3M COMPANY DTD 10/02/17 2.875% DUE 10/15/27 | $392,220 | $392,220 |
| UBS BANK USA DTD 10/30/18 3.500% DUE 10/27/23 | $247,546 | $247,546 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $966,152 | $966,152 |
| ABBVIE INC. | $1,446,733 | $1,446,733 |
| ACCENTURE PLC-CL A | $1,200,780 | $1,200,780 |
| AECOM | $373,692 | $373,692 |
| ALIGN TECHNOLOGY INC. | $316,350 | $316,350 |
| ALPHABET INC-CL A | $414,680 | $414,680 |
| ALPHABET INC-CL C | $2,358,443 | $2,358,443 |
| AMAZON COMPANY, INC | $168,000 | $168,000 |
| APPLE COMPUTER INC | $3,157,299 | $3,157,299 |
| APTIV PLC | $391,146 | $391,146 |
| AT&T INC | $110,460 | $110,460 |
| CARMAX INC | $700,235 | $700,235 |
| CHEVRON CORP | $538,470 | $538,470 |
| CIGNA CORP | $306,158 | $306,158 |
| CISCO SYSTEMS INC | $657,432 | $657,432 |
| CLEARWAY ENERGY INC-C | $191,220 | $191,220 |
| CME GROUP INC | $975,328 | $975,328 |
| COMCAST CORP CLASS A | $426,634 | $426,634 |
| CONOCOPHILLIPS | $295,000 | $295,000 |
| DIAGEO SPONSORED ADR NEW | $196,009 | $196,009 |
| DISNEY CO, WALT | $725,448 | $725,448 |
| EMERSON ELECTRIC CO | $941,388 | $941,388 |
| EXXON MOBIL CORP | $606,650 | $606,650 |
| FISERV | $515,457 | $515,457 |
| GLAXOSMITHKLINE PLC | $140,560 | $140,560 |
| HUMANA INC | $486,581 | $486,581 |
| ILLINOIS TOOLS WORKS INC | $1,784,430 | $1,784,430 |
| INTEL CORP | $317,160 | $317,160 |
| INTUIT | $1,673,646 | $1,673,646 |
| INTUITIVE SURGICAL INC | $2,487,656 | $2,487,656 |
| ISHARES MSCI EAFE ETF | $955,062 | $955,062 |
| ISHARES MSCI EMERGING MARKETS ETF | $803,480 | $803,480 |
| ISHARES MSCI MIN VOL EMERG MKTS ETF | $169,760 | $169,760 |
| ISHARES RUSSELL 2000 ETF | $3,016,428 | $3,016,428 |
| JOHNSON & JOHNSON | $697,768 | $697,768 |
| JP MORGAN ALERIAN MLP INDEX | $2,001,000 | $2,001,000 |
| JP MORGAN CHASE & CO | $1,549,526 | $1,549,526 |
| KINDER MORGAN INC | $314,176 | $314,176 |
| LOWES COS INC | $796,960 | $796,960 |
| MEDTRONIC PLC | $570,232 | $570,232 |
| META PLATFORMS INC-CLASS A | $300,850 | $300,850 |
| MICROSOFT CORP | $1,630,776 | $1,630,776 |
| MONDELEZ INTERNATIONAL INC-A | $886,445 | $886,445 |
| MSCI INC | $1,069,891 | $1,069,891 |
| NEXTERA ENERGY INC | $1,672,000 | $1,672,000 |
| NVIDIA CORP | $876,840 | $876,840 |
| PEPSICO INC | $1,535,610 | $1,535,610 |
| PFIZER INC | $374,052 | $374,052 |
| PROCTER & GAMBLE CO | $1,439,820 | $1,439,820 |
| PROLOGIS INC | $987,515 | $987,515 |
| QUALCOMM | $2,066,872 | $2,066,872 |
| ROYAL CARIBBEAN CRUISES LTD | $113,689 | $113,689 |
| S&P GLOBAL INC | $1,203,439 | $1,203,439 |
| SCHLUMBERGER LTD | $144,342 | $144,342 |
| TRIMBLE NAVIGATION LTD | $540,992 | $540,992 |
| U.S. BANCORP NEW | $318,353 | $318,353 |
| UNILEVER PLC | $140,980 | $140,980 |
| UNITEDHEALTH GROUP INC | $1,272,432 | $1,272,432 |
| VANGUARD INTL DIVIDEND APPREC ETF | $139,260 | $139,260 |
| VANGUARD REAL ESTATE ETF | $2,474,400 | $2,474,400 |
| VERIZON COMMUNICATIONS | $364,883 | $364,883 |
| WELLS FARGO & CO | $330,320 | $330,320 |
| WISDOMTREE EMERGING MKTS S/C DVD ETF | $201,254 | $201,254 |
| XYLEM INC | $773,990 | $773,990 |
| YUM BRANDS INC | $320,200 | $320,200 |
| YUM CHINA HOLDINGS INC | $273,250 | $273,250 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,716,319 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,716,319 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $713 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $713 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART COLLECTION/OTHER | $62,119 | $62,119 | $1,533,648 |
| OIL & GAS MINERAL PROPERTY | $162 | $162 | $162 |
| ACCRUED INTEREST AND DIVIDENDS | $131,493 | $198,840 | $198,840 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $18,915,829 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAMS: ARTDESK & ANIMAL WELFARE | $2,000 | $0 | $2,000 |
| COMPUTERS | $31,275 | $15,638 | $12,039 |
| INSURANCE | $22,093 | $14,581 | $7,512 |
| BOND AMORTIZATION FEES | $72,268 | $72,268 | $0 |
| SUPPLIES | $12,170 | $6,085 | $6,135 |
| DUES, SUBSCRIPTIONS, & FEES | $8,888 | $4,444 | $3,815 |
| EQUIPMENT RENT | $6,499 | $0 | $7,252 |
| MISCELLANEOUS | $674,207 | $0 | $873,508 |
| WEBSITE | $2,869 | $1,435 | $897 |
| EDUCATION | $99 | $0 | $0 |
| ANNUAL REPORT FEES | $15,601 | $0 | $15,601 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTY REVENUE | $778,074 | $778,074 | $778,074 |
| OTHER ROYALTY INCOME | $228,400 | $228,400 | $228,400 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $178,023 | $178,023 | $0 |
| BANK FEES | $41,365 | $41,365 | $0 |
| OIL & GAS MANAGEMENT FEES | $26,499 | $26,499 | $0 |
| OTHER FEES | $4,799 | $2,400 | $7,400 |
| CONTRACT SERVICES | $24,333 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $29,258 | $0 | $0 |
| OIL & GAS PRODUCTION TAXES | $47,915 | $47,915 | $0 |
| FOREIGN TAXES | $9,339 | $9,339 | $0 |