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INASMUCH FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INASMUCH FOUNDATION (EIN 73-1167188)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202541359349102264
Schema version
2023v6.0
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)
Return2025-05-15T09:41:22-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11225 N BROADWAY AVENUE SUITE 200AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731167188EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INASMUCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINASBusinessNameControlTxt
Phone4056045292PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 N ROBINSON AVENUE 1120AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJULIE JIVIDENPersonNm
Person TitleCFOPersonTitleTxt
Phone4056045292PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonASHLEY M FOGLEPreparerPersonNm
PTINP01258800PTIN
Phone4058482020PhoneNum
Preparation2025-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$571,656,587FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$6,682,634DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,682,634DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,516,239NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$222,419,866GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,154,274CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,401,844OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$1,130,273OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$33,600,717TotalRevAndExpnssAmt
Total Net Invst Incm$32,706,635TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,570,287CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$920,187CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$650,101CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$636,433OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$161,763OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$474,068OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$166,713PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$102,332PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$64,983PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$48,106LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,340LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$44,766LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,733AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$683AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$16,050AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$197,827OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$56,161OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$141,666OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$748,204TaxesRevAndExpnssAmt
Taxes Net Invst Incm$316,043TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$79,714TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$13,332DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$13,332DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$132,691OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$33,173OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$99,518OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,955,714OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,451,583OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$504,131OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,486,040TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,058,597TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,074,997TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,852,173ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,319,758ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,338,213TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,058,597TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$22,394,755TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,737,496ExcessRevenueOverExpensesAmt
Net Investment Income$28,648,038NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,495,775SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,177,848SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,177,848SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$213,466AcctRcvblAmt
Acct Rcvbl BOY$235,075AcctRcvblBOYAmt
Acct Rcvbl EOY$213,466AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$213,466AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$767,136PrepaidExpensesBOYAmt
Prepaid Expenses EOY$435,329PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$435,329PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$1,934,584USGovernmentObligationsBOYAmt
US Government Obligations EOY$6,598,739USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$6,604,872USGovtObligationsEOYFMVAmt
Corporate Stock BOY$155,565,760CorporateStockBOYAmt
Corporate Stock EOY$152,334,333CorporateStockEOYAmt
Corporate Stock EOYFMV$223,442,527CorporateStockEOYFMVAmt
Corporate Bonds BOY$54,458,291CorporateBondsBOYAmt
Corporate Bonds EOY$57,023,243CorporateBondsEOYAmt
Corporate Bonds EOYFMV$51,521,062CorporateBondsEOYFMVAmt
Other Investments BOY$178,487,588OtherInvestmentsBOYAmt
Other Investments EOY$183,928,275OtherInvestmentsEOYAmt
Other Investments EOYFMV$280,234,849OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$784,026LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$266,849LandBldgEquipAccumDeprecAmt
Land BOY$88,412LandBOYAmt
Land EOY$517,177LandEOYAmt
Land EOYFMV$517,177LandEOYFMVAmt
Other Assets BOY$1,128,984OtherAssetsBOYAmt
Other Assets EOY$2,509,457OtherAssetsEOYAmt
Other Assets EOYFMV$2,509,457OtherAssetsEOYFMVAmt
Total Assets BOY$403,161,605TotalAssetsBOYAmt
Total Assets EOY$409,737,867TotalAssetsEOYAmt
Total Assets EOYFMV$571,656,587TotalAssetsEOYFMVAmt
Grants Payable BOY$7,701,500GrantsPayableBOYAmt
Grants Payable EOY$18,244,841GrantsPayableEOYAmt
Other Liabilities BOY$388,989OtherLiabilitiesBOYAmt
Other Liabilities EOY$179,762OtherLiabilitiesEOYAmt
Total Liabilities BOY$8,090,489TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,424,603TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$395,071,116NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$391,313,264NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$395,071,116TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$391,313,264TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$403,161,605TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$409,737,867TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$395,071,116TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,737,496ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$391,333,620SubtotalAmt
Other Decreases$20,356OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$391,313,264TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmtAcquiredAcquiredDt
STRATEGIC PARTNERS VP2023-09-30$46,021$46,021$46,021
KELLY KLEEP2024-05-17$132,907$132,907$132,907
DOVER STREET IXP2023-12-28$7,741$7,741$7,741
SAFEWHITEP2024-06-30-$355,001-$355,001$355,001
OAK HILL EUROPEANP2023-10-31$20,556$20,556$20,556
OAK HILL EUROPEANP2024-06-26$61,965$61,965$61,965
PUBLICLY TRADED SECURITIESP$208,559,187$18,898,596$18,898,596$189,660,591
VARADEROP2024-05-03$1,016,690$16,690$16,690$1,000,000
MULTICOINP2024-05-06$440,141$190,141$190,141$250,000
PELHAMP2024-04-19$3,483,534-$516,466-$516,466$4,000,000
SENATOR LIQUIDATINGP2023-12-31$13,089$13,089$13,0892012-06-29
CAPITAL GAIN FROM PARTNERSHIPP$8,363,225$8,363,225$8,363,225
DISTRIBUTIONS IN EXCESS OF BASISP$274,810$274,810$274,810
FieldValueIRS element (for citing)
Capital Gain Net Income$27,154,274CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$274,810NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$398,208InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$398,208SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$398,208TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$418,003EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$100,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$518,003TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$119,795OverpaymentAmt
Applied To ES Tax$119,795AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.INASMUCHFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4056045292PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 N ROBINSON SUITE 1120AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd
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 Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREW W ROFF
600 TRAVIS SUITE 7070HOUSTONTX74114DIRECTOR2.00$56,000$0$0
DAVID F GRIFFIN
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102DIRECTOR2.00$41,500$0$0
JILL TIEFENTHALER
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102DIRECTOR2.00$43,475$0$0
PATRICK T ROONEY
PO BOX 54829OKLAHOMA CITYOK73154DIRECTOR2.00$56,000$0$0
ROBERT J ROSS
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102CEO & DIRECTOR40.00$490,000$73,639$0
ANDRE CALDWELL
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102ADVISORY COMMITTEE1.50$7,000$0$0
CRISTINA MCQUISTION
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102ADVISORY COMMITTEE1.50$7,000$0$0
ED KELLEY
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102ADVISORY COMMITTEE1.50$7,000$0$0
JULIE JIVIDEN
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102CFO40.00$257,000$21,427$0
RICHARD DAVIS
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102SENIOR ADVISOR30.00$215,000$21,709$0
SARAH ROBERTS
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102VICE PRESIDENT OF PROGRAMS40.00$225,731$47,807$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
TYLER TOKARCZYK
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102PROGRAM OFFICER40.00$150,127$9,233$0
STEVEN SYLKE
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102CONTROLLER40.00$139,500$8,597$0
BRITTNEY TAGGART
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102EXECUTIVE ASSISTANT40.00$80,296$4,917$0
ANNE HEDRICK
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102GRANTS MANAGER40.00$74,531$4,577$0
CAITLIN WEBB
600 N ROBINSON AVENUE SUITE 1120OKLAHOMA CITYOK73102EXECUTIVE ASSISTANT40.00$74,000$4,523$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k1OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line2USAddress/AddressLine2Txt
CAMBRIDGE ASSOCIATES
125 HIGH STREET OLIVE TOWERBOSTONMA02110ASSET MANAGEMENT FEE$889,057
MORGAN STANLEY
6305 WATERFORD BLVD 240OKLAHOMA CITYOK73118ASSET MANAGEMENT FEE$607,773
UBS
3280 PEACH TREE RD NE 21ST FLOORATLANTAGA303052430ASSET MANAGEMENT FEE$346,369
BLACKSTONE REAL ESTATE PARTNERS
345 PARK AVENUENEW YORKNY10154ASSET MANAGEMENT FEE$135,687
THE BURGISS GROUP LLC
7 WORLD TRADE CENTER 250 GREENWICHNEW YORKNY10007ASSET MANAGEMENT FEE$67,875STREET 49TH
FieldValueIRS element (for citing)
Contractor Paid Over50k4ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1EXPENSES RELATED TO PROGRAM RELATED INVESTMENTS.Description1Txt
Expenses1$75,000Expenses1Amt
Description2PROVIDED FUNDING TO ADDRESS VARIOUS EDUCATION ISSUES.Description2Txt
Expenses2$35,604Expenses2Amt
Description3PROVIDED FUNDING TO ADDRESS VARIOUS COMMUNITY ISSUESDescription3Txt
Expenses3$12,520Expenses3Amt
Description4FUNDING TO ADDRESS VARIOUS HUMAN SERVICES ISSUESDescription4Txt
Expenses4$62,577Expenses4Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1REMERGE PFS LOANDescription1Txt
Expenses1$350,000Expenses1Amt
Description2OKLAHOMA CIENTER FOR NONPROFITSDescription2Txt
Expenses2$1,244,000Expenses2Amt
All Other Program Rltd Invst Tot$40,000AllOtherProgramRltdInvstTotAmt
Total$1,634,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$266,697,134AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,433,832AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$218,388,540FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$500,519,506TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$500,519,506AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,507,793CashDeemedCharitableAmt
Net Vl Noncharitable Assets$493,011,713NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,650,586MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,650,586MinimumInvestmentReturnAmt
Tax Based On Investment Income$398,208TaxBasedOnInvestmentIncomeAmt
Total Tax$398,208TotalTaxAmt
Distributable Before Adj$24,252,378DistributableBeforeAdjAmt
Recoveries Qualfied Distri$267,552RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,519,930DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,519,930DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,394,755ExpensesAndContributionsAmt
Program Related Invst Total$1,634,000ProgramRelatedInvstTotalAmt
Qualifying Distributions$24,028,755QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,519,930DistributableAsAdjustedAmt
Undistributed Income PY$22,651,191UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$24,028,755QualifyingDistributionsAmt
Applied To Year1$22,651,191AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,377,564AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$23,142,366UndistributedIncomeCYAmt
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 PersonSARAH ROBERTSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1600 N ROBINSON AVENUE SUITE 1120AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4056045292RecipientPhoneNum
Form And Info And MaterialsFOUNDED IN 1982 BY EDITH KINNEY GAYLORD, INASMUCH FOUNDATION IMPROVES THE QUALITY OF LIFE IN OKLAHOMA CITY THROUGH GRANTMAKING IN THE AREAS OF COMMUNITY ENHANCEMENT, EDUCATION, HEALTH AND HUMAN SERVICES, AND JOURNALISM.FormAndInfoAndMaterialsTxt
Submission DeadlinesFOUNDATION: 5:00 CST FEBRUARY 15TH OR AUGUST 15THSubmissionDeadlinesTxt
Restrictions On AwardsALL INCOME FROM INASMUCH FOUNDATION, EXCEPT COSTS OF ADMINISTRATION AND POSSIBLE TAXES, HAS BEEN DESIGNATED BY THE FOUNDER FOR CHARITABLE AND EDUCATIONAL PURPOSES. ALL DISTRIBUTIONS MUST MEET THE DEFINITION OF A "QUALIFYING DISTRIBUTION" AS SET FORTH IN SECTION 4942(G) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, OR APPLICABLE PROVISIONS OF OTHER FEDERAL TAX LAWS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (351 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACADEMY OF CLASSICAL CHRISTIAN STUDIES
1120 E HEFNER ROADOKLAHOMA CITYOK73131NONEPCNEW PILOT PROGRAM: ST. JOSEPH'S OF CUPERTINO ($150,000)$150,000
ALL PAWS RESCUE
PO BOX 6012EDMONDOK730836012NONEPCMATCHING GIFT$1,000
ALLIED ARTS
1015 N BROADWAY AVEOKLAHOMA CITYOK73102NONEPCMATCHING GIFT$200
ALLIED ARTS
1015 N BROADWAY AVEOKLAHOMA CITYOK73102NONEPCONE TICKET TO ARTINI.$135
AMERICAN HEART ASSOCIATION- OKLAHOMA CITY
3401 NW 63RD ST 510OKLAHOMA CITYOK73116NONEPCMATCHING GIFT$380
AMERICAN INDIAN CULTURAL CENTER FOUNDATION
659 AMERICAN INDIAN BLVDOKLAHOMA CITYOK73129NONEPCFAMILY DISCOVERY CENTER CAPITAL CAMPAIGN ($250,000)$250,000
AMERICAN JOURNALISM PROJECT
6218 GEORGIA AVE NW SUITE 1-599WASHINGTONDC200115125NONEPCGENERAL OPERATING ($50,000)$50,000
ARCHDIOCESE OF OKLAHOMA CITY
1232 N CLASSEN BLVDOKLAHOMA CITYOK73106NONEPCMATCHING GIFT$300
ARCHDIOCESE OF OKLAHOMA CITY
1232 N CLASSEN BLVDOKLAHOMA CITYOK73106NONEPCMATCH GIFT$1,800
ARCHDIOCESE OF OKLAHOMA CITY
1232 N CLASSEN BLVDOKLAHOMA CITYOK73106NONEPCMATCHING GIFT$7,000
ARCHDIOCESE OF OKLAHOMA CITY
PO BOX 32180OKLAHOMA CITYOK731230180NONEPCMATCHING GIFT$300
ARCHDIOCESE OF OKLAHOMA CITY
PO BOX 32180OKLAHOMA CITYOK731230180NONEPCMATCHING GIFT$7,000
ARIZONA CENTER FOR INVESTIGATIVE REPORTING
PO BOX 3665PHOENIXAZ850303665NONEPCGENERAL OPERATING ($50,000)$50,000
ARIZONA STATE UNIVERSITY FOUNDATION
PO BOX 2260TEMPEAZ85280NONEPCBOLSTERING THE INVESTIGATIVE REPORTING CAPACITY OF THE CRONKITE SCHOOL NEWS21 FELLOWSHIPS ($200,000) AND EDITH KINNEY GAYLORD VISITING PROFESSOR IN INVESTIGATIVE JOURNALISM ($50,000)$125,000
ARTS COUNCIL OF OKLAHOMA CITY
400 W CALIFORNIA AVEOKLAHOMA CITYOK73102NONEPCGENERAL OPERATING ($260,000)$130,000
ASTEC FUND
2401 NW 23RD STREETOKLAHOMA CITYOK73107NONEPCASTEC ELEMENTARY EXPANSION ($500,000)$500,000
AZ LUMINARIA
PO BOX 1335TUSCONAZ85702NONEPCGENERAL OPERATING SUPPORT FOR ARIZONA LUMINARIA ($50,000)$50,000
BLACKWELL ASSOCIATED CHARITIES
PO BOX 375BLACKWELLOK74631NONEPCMATCHING GIFT$10,000
BLACKWELL PUBLIC SCHOOL FOUNDATION
201 EAST BLACKWELL AVEBLACKWELLOK74631NONEPCMATCHING GIFT$20,000
BLESSED ARE THEY INC
7023 NORTH CLASSENOKLAHOMA CITYOK73116NONEPCCOATS FOR THE HOMELESS$10,000
BOYS AND GIRLS CLUBS OF OKLAHOMA COUNTY
3535 N WESTERN AVEOKLAHOMA CITYOK73118NONEPCMATCHING GIFT$10,000
BOYS AND GIRLS CLUBS OF OKLAHOMA COUNTY
3535 N WESTERN AVEOKLAHOMA CITYOK73118NONEPCCOVID-19 RECOVERY PLAN FOR KIDS$56,596
BOYS AND GIRLS CLUBS OF OKLAHOMA COUNTY
PO BOX 18701OKLAHOMA CITYOK73154NONEPCGENERAL OPERATING ($125,000) AND CHAMPIONS OF YOUTH CELEBRATION ($10,000)$135,000
BROWN UNIVERSITY
350 EDDY STREET BOX 1877PROVIDENCERI02912NONEPCMATCHING GIFT$4,000
CALM WATERS CENTER FOR CHILDREN AND FAMILIES
501 N WALKER AVE SUITE 140OKLAHOMA CITYOK73102NONEPCCALM WATERS GRIEF AND TRAUMA COUNSELING CLINIC ($30,000)$30,000
CALM WATERS CENTER FOR CHILDREN AND FAMILIES
501 N WALKEROKLAHOMA CITYOK73102NONEPCCALM WATERS UNDER THE BIG TOP$5,000
CARPENTER SQUARE THEATRE
1009 W RENO AVEOKLAHOMA CITYOK73106NONEPCGENERAL OPERATING ($30,000) AND CAPITAL IMPROVEMENTS ($30,000)$60,000
CASADY SCHOOL
9500 N PENNSYLVANIAOKLAHOMA CITYOK73120NONEPCMATCHING GIFT$200
CASADY SCHOOL
9500 N PENNSYLVANIAOKLAHOMA CITYOK73120NONEPCMATCHING GIFT$1,000
CATHOLIC CHARITIES OF CENTRAL COLORADO
228 N CASCADE AVECOLORADO SPRINGSCO80903NONEPCGENERAL OPERATING ($50,000) AND HUNT FAMILY HOUSING ($25,000)$75,000
CATHOLIC CHARITIES OF CENTRAL COLORADO
228 N CASCADE AVECOLORADO SPRINGSCO80903NONEPCFAMILY SOLUTIONS COLLABORATIVE ($25,000)$25,000
CATHOLIC CHARITIES
1232 N CLASSEN BLVDOKLAHOMA CITYOK731066810NONEPCMATCHING GIFT$100
CATHOLIC CHARITIES
1232 N CLASSEN BLVDOKLAHOMA CITYOK731066810NONEPCMATCHING GIFT$100
CATHOLIC CHARITIES
1232 N CLASSEN BLVDOKLAHOMA CITYOK731066810NONEPCMATCHING GIFT$100
CATHOLIC CHARITIES
1232 N CLASSEN BLVDOKLAHOMA CITYOK731066810NONEPCMATCHING GIFT$750
CATHOLIC CHARITIES
1232 N CLASSEN BLVDOKLAHOMA CITYOK731066810NONEPCMATCHING GIFT$3,333
CATHOLIC CHARITIES
1232 N CLASSEN BLVDOKLAHOMA CITYOK731066810NONEPCMATCHING GIFT$100
CATHOLIC CHARITIES
1232 N CLASSEN BLVDOKLAHOMA CITYOK731066810NONEPCCCAOKC CARITAS CASITAS ($500,000) AND GENERAL OPERATING SUPPORT ($50,000)$550,000
CATHOLIC FOUNDATION OF OKLAHOMA
7501 NORTHWEST EXPYOKLAHOMA CITYOK73132NONEPCARCHBISHOP'S DINNER FOR SEMINARIAN EDUCATION$7,500
CATHOLIC SCHOOLS OPPORTUNITY SCHOLARSHIP FUND
PO BOX 32180OKLAHOMA CITYOK73123NONEPCMATCHING GIFT$5,334
CATTLEMENS CONGRESS INC
21 LAND RUSH STREETOKLAHOMA CITYOK73107NONEPCIN HONOR OF JAROLD CALLAHAN (CALLAHAN MEMORIAL FUND)$500
CENTER FOR COOPERATIVE MEDIA
1 NORMAL AVEMONTCLAIRNJ07043NONEPCGENERAL OPERATING FOR COLLABORATIVE JOURNALISM SUMMIT AND COLLABORATIVE JOURNALISM PROGRAM ($25,000)$25,000
CENTER OF FAMILY LOVE
635 TEXAS AVEOKARCHEOK73762NONEPC2024 GIFT OF LOVE GALA$2,500
CENTRAL CURRENT
401 S SALINA ST SUITE 205SYRACUSENY13202NONEPCGENERAL OPERATING GRANT ($50,000)$50,000
CENTRAL OKLAHOMA HUMANE SOCIETY
7500 N WESTERN AVEOKLAHOMA CITYOK73116NONEPCPOOCHELLA - 6/1/2024$2,500
CHABAD COMMUNITY CENTER
3000 W HEFNER RDOKLAHOMA CITYOK73120NONEPCOKLAHOMA CITY COMMUNITY CHANUKAH FESTIVAL (DECEMBER 10, 2023)$2,500
CHARLOTTESVILLE TOMORROW
PO BOX 1591CHARLOTTESVILLEVA22902NONEPCGENERAL OPERATING ($50,000)$50,000
CHEYENNE MOUNTAIN ZOOLOGICAL SOCIETY
4250 CHEYENNE MOUNTAIN ZOO RDCOLORADO SPRINGSCO80906NONEPCELEVATE CAPITAL CAMPAIGN (OVER 4 YEARS)$25,000
CHEYENNE MOUNTAIN ZOOLOGICAL SOCIETY
4250 CHEYENNE MOUNTAIN ZOO RDCOLORADO SPRINGSCO80906NONEPCMATCHING GIFT$200
CHEYENNE MOUNTAIN ZOOLOGICAL SOCIETY
4250 CHEYENNE MOUNTAIN ZOO RDCOLORADO SPRINGSCO80906NONEPCMATCHING GIFT$100
CHISHOLM ELEMENTARY PTO
2300 E 33RD STEDMONDOK73013NONEPCMATCHING GIFT$200
CHRIST CHURCH WINNETKA
784 SHERIDAN RDWINNETKAIL60093NONEPCMATCHING GIFT$1,100
CHRIST THE KING CHURCH
8005 DORSET DRNICHOLS HILLSOK73120NONEPCMATCHING GIFT$1,000
CHRIST THE KING OKC
8005 DORSET DRNICHOLS HILLSOK73120NONEPCMATCHING GIFT$1,000
CHRIST THE KING OKC
8005 DORSET DRNICHOLS HILLSOK73120NONEPCMATCHING GIFT$1,000
CITY CARE
532 N VILLA AVEOKLAHOMA CITYOK73107NONEPCBUILDING MARGIN CAPITAL CAMPAIGN - LAND ACQUISITION FOR PERMANENT SUPPORTIVE HOUSING ($250,000) & GENERAL OPERATING SUPPORT ($150,000)$400,000
CITY RESCUE MISSION
800 W CALIFORNIA AVEOKLAHOMA CITYOK73106NONEPCMATCHING GIFT$3,000
CITY RESCUE MISSION
800 W CALIFORNIA AVEOKLAHOMA CITYOK73106NONEPCGENERAL OPERATIONS ($60,000), CHALLENGE GRANT TOWARD DIVERSION ($10,000), & HEARTS OF HOPE SPONSORSHIP ($1,500)$61,500
CITY RESCUE MISSION
800 W CALIFORNIA AVEOKLAHOMA CITYOK73106NONEPCMATCHING GIFT$100
COLORADO COLLEGE
14 E CACHE LA POUDRE STCOLORADO SPRINGSCO80903NONEPC2024 SUMMER MUSIC FESTIVAL, 40TH ANNIVERSARY ORCHESTRA CONCERTS, JUNE 11 AND 21, 2024$5,000
COLORADO COLLEGE
14 E CACHE LA POUDRE STCOLORADO SPRINGSCO80903NONEPCGRANTS: ACADEMIC PAVILION$500,000
COLORADO COLLEGE
14 E CACHE LA POUDRE STCOLORADO SPRINGSCO80903NONEPCGRANTS: MIKE AND BARBARA YALICH CAMPUS CENTER$100,000
COLORADO SPRINGS SCHOOL
21 BROADMOOR AVECOLORADO SPRINGSCO80906NONEPCSTRATEGIC PLANNING (IN HONOR OF MIKE EDMONDS)$15,000
COMMUNITIES FOUNDATION OF OKLAHOMA
801 NW 63RD ST SUITE 200OKLAHOMA CITYOK73116NONEPCMATCHING GIFT$667
COMMUNITIES FOUNDATION OF OKLAHOMA
801 NW 63RD ST SUITE 200OKLAHOMA CITYOK73116NONEPCMATCHING GIFT$200
COMMUNITY HEALTH CENTERS
PO BOX 30589OKLAHOMA CITYOK73140NONEPCARPA MATCH - OKLAHOMA PRIMARY CARE ASSOCIATION$9,008
COMMUNITY HEALTH CENTERS
PO BOX 30589OKLAHOMA CITYOK73140NONEPCCOMMUNITY HEALTH CENTERS OF OKLAHOMA SOUTHEAST OKLAHOMA CITY/HIGHLAND PARK PROJECT CAPITAL CAMPAIGN ($50,000)$50,000
COMMUNITY HEALTH PARTNERSHIP
601 N NEVADA AVECOLORADO SPRINGSCO80903NONEPCCHP COC OPERATIONAL SUPPORT ($100,000)$100,000
COUNCIL ON AMERICAN-ISLAMIC RELATIONS OKLAHOMA CHAPTER
3000 UNITED FOUNDERS BLVDSUITE 226OKLAHOMA CITYOK73112NONEPCGENERAL OPERATING - REFUGEE AND HEALTH EQUITY SERVICES ($15,000)$15,000
CRISTO REY OKLAHOMA CITY CATHOLIC HIGH SCHOOL
4200 LEONHARDT DRIVEOKLAHOMA CITYOK73115NONEPCGENERAL OPERATING ($100,000), CORPORATE WORK STUDY PROGRAM ($35,000), AND ONE-TIME BUILDING RELOCATION ($250,000)$385,000
CRISTO REY OKLAHOMA CITY CATHOLIC HIGH SCHOOL
4200 LEONHARDT DRIVEOKLAHOMA CITYOK73115NONEPCA ROYAL CELEBRATION$15,000
CRISTO REY OKLAHOMA CITY CATHOLIC HIGH SCHOOL
4200 LEONHARDT DRIVEOKLAHOMA CITYOK73115NONEPCMATCHING GIFT$4,000
CROSSINGS CHRISTIAN SCHOOL
14400 PORTLAND AVEOKLAHOMA CITYOK73134NONEPCMATCHING GIFT$668
CROSSINGS COMMUNITY CHURCH
14600 PORTLAND AVEOKLAHOMA CITYOK73134NONEPCMATCHING GIFT$334
CROWN HEIGHTS - EDGEMERE HEIGHTS IMPROVEMENT
PO BOX 18283OKLAHOMA CITYOK73154NONEPCMATCHING GIFT$667
DALLAS FREE PRESS
2803 TAYLOR STDALLASTX75226NONEPCDALLAS FREE PRESS' COMMUNITY JOURNALISM ($50,000)$50,000
DEADCENTER FILM
1 NE 2ND ST STE 211OKLAHOMA CITYOK73104NONEPCDEADCENTER FILM FESTIVAL ($50,000)$50,000
DIVERSION HUB
220 NW 10TH STOKLAHOMA CITYOK73103NONEPCINCOME STABILITY INITIATIVE ($50,000)$50,000
DOVE SCHOOLS
5601 NORTHWEST EXPRESSWAYWARR ACRESOK731325232NONEPCGENERAL OPERATING ($100,000)$100,000
DOWN SYNDROME ASSOCIATION OF CENTRAL OKLAHOMA
521 W WILSHIRE BLVD 130OKLAHOMA CITYOK73116NONEPCDOWN SYNDROME FESTIVAL AND 5K (SEPT. 30, 2023)$2,000
DRAGONFLY HOME
PO BOX 94613OKLAHOMA CITYOK73143NONEPCHUMAN TRAFFICKING VICTIM PROGRAMS ($50,000) & MATCHING GRANT ($10,000)$10,000
DRESS FOR SUCCESS OKLAHOMA CITY
133 W MAIN ST 102OKLAHOMA CITYOK73102NONEPCGENERAL OPERATING ($15,000)$15,000
EDMOND FINE ARTS
27 E EDWARDS STEDMONDOK73034NONEPCMATCHING GIFT$50
EDMOND FINE ARTS
27 E EDWARDS STEDMONDOK73034NONEPCMATCHING GIFT$50
EL PASO MATTERS
500 W OVERLAND AVE 200EL PASOTX79901NONEPCGENERAL OPERATING FUNDING FOR EL PASO MATTERS ($50,000)$50,000
EXCELINED
215 SOUTH MONROE STREETTALLAHASSEEFL32301NONEPC2024 NATIONAL SUMMIT ON EDUCATION$10,000
FIELDS AND FUTURES FOUNDATION
9400 BROADWAY EXT 470OKLAHOMA CITYOK73114NONEPCF&F BOOSTER CLUB LUNCHEON WITH DILLON GABRIEL - DEC. 5, 2023$1,000
FIELDS AND FUTURES FOUNDATION
9400 BROADWAY EXT 470OKLAHOMA CITYOK73114NONEPCBASES LOADED DONOR LUNCHEON SPONSORSHIP ($50,000; 5-YEAR GRANT; $10,000/YEAR)$10,000
FINAL THIRD FOUNDATION
2404 E MAIN STBEXLEYOK43209NONEPCMATCHING GIFT$300
FOCUS ON HOME
6608 N WESTERN AVE 202OKLAHOMA CITYOK73116NONEPCDESIGN APPTIT - REVERIE. SANCTUARY SPONSOR$5,000
FOCUS ON HOME
6608 N WESTERN AVE 202OKLAHOMA CITYOK73116NONEPCDESIGN APPTIT GOES TO THE MOVIES (OCTOBER 23RD AND 24TH, 2024) (GALA: $3,500; LUNCHEON: $750)$4,250
FOCUS ON HOME
6608 N WESTERN AVE 202OKLAHOMA CITYOK73116NONEPCENDING "HOME"LESSNESS IN OUR COMMUNITY ($30,000) AND CAPACITY BUILDING ($155,000; OVER 3 YEARS)$50,000
FORT WORTH REPORT
PO BOX 50216FORT WORTHTX76105NONEPCGENERAL OPERATING ($50,000)$50,000
FOUNDATION FOR OKLAHOMA CITY PUBLIC SCHOOLS
431 W MAIN ST SUITE EOKLAHOMA CITYOK73102NONEPCMATCHING GIFT$4,000
FOUNDATION FOR OKLAHOMA CITY PUBLIC SCHOOLS
431 W MAIN ST SUITE EOKLAHOMA CITYOK73102NONEPCMATCHING GIFT$4,000
FREEDOM CENTER OF OKLAHOMA CITY
2609 N MARTIN LUTHER KING AVEOKLAHOMA CITYOK73111NONEPC2024 GENERAL OPERATING SUPPORT ($63,000)$63,000
FREEDOM CITY INC
P O BOX 16443OKLAHOMA CITYOK73113NONEPCAWKWARD CONVERSATIONS PROGRAM SUPPORT ($30,000)$30,000
FRIENDS OF THE MANSION
820 NE 23RD STOKLAHOMA CITYOK73105NONEPC2024 BOOTS, BANDANAS & BARBECUE$10,000
FRIENDS OF THE OKLAHOMA HISTORY CENTER INC
800 NAZIH ZUHDI DRIVEOKLAHOMA CITYOK73105NONEPCSTUDENT AND CHAPERONE ADMISSION ($100,000), FOLKLIFE FESTIVAL ($2,500), AND FARM TO TABLE FESTIVAL ($2,500)$55,000
FRONTIER MEDIA GROUP
302 RECONCILIATION WAYTULSAOK74120NONEPCGENERAL OPERATING ($153,000; 2-YEAR GRANT)$75,000
GENER8TOR
821 E WASHINGTON AVESUITE 200-GMADISONWI537034647NONEPCGENER8TOR OKLAHOMA CITY ($100,000)$100,000
GIRL SCOUTS WESTERN OKLAHOMA
6100 N ROBINSON AVEOKLAHOMA CITYOK73118NONEPCCOMMUNITY PROGRAMS/SUMMER CAMP ($20,000) & JULIETTE LOW LEADERSHIP SOCIETY LUNCHEON ($10,000)$30,000
GIRL SCOUTS WESTERN OKLAHOMA
6100 N ROBINSON AVEOKLAHOMA CITYOK73118NONEPCWALL OF WOMEN$5,000
GOODWIN HOUSE FOUNDATION
4800 FILLMORE AVENUEALEXANDRIAVA223115070NONEPCIN HONOR OF MARIAN CROMLEY$1,000
GREATER OKC CHAMBER
123 PARK AVENUEOKLAHOMA CITYOK73102NONEPCPAYMENT FOR THE STATE OF THE CITY AND THE STATE OF THE SCHOOLS EVENT. BOTH TABLES OF 8 PEOPLE TH...$3,750
GRECCIO HOUSING
1015 E PIKES PEAK AVE 110COLORADO SPRINGSCO80903NONEPCGENERAL OPERATING SUPPORT ($50,000)$50,000
GROUND ZERO EMERGENCY TRAINING CENTER
3334 W MAIN ST SUITE 445NORMANOK73072NONEPCDINNER ON THE 50$10,000
GROVE SCHOOL
2800 N BRYAN AVESHAWNEEOK78404NONEPCMATCHING GIFT$400
HALO PROJECT
134396 BROADWAY EXT SUITE 200OKLAHOMA CITYOK73114NONEPCGENERAL OPERATING ($50,000)$50,000
HARDING FINE ARTS ACADEMY FOUNDATION
3333 N SHARTEL AVEOKLAHOMA CITYOK73116NONEPCBUILDING TOMORROW TOGETHER: A CAPITAL CAMPAIGN BENEFITING HARDING FINE ARTS ACADEMY ($500,000)$500,000
HARN HOMESTEAD
1721 N LINCOLN BLVDOKLAHOMA CITYOK73105NONEPCHOMESTEAD SOCIAL (SEPTEMBER 28, 2023)$1,800
HEALTH ALLIANCE FOR THE UNINSURED
3000 UNITED FOUNDERS BLVD 219OKLAHOMA CITYOK73112NONEPCGENERAL OPERATING ($20,000) AND DIRECT SUPPORT TO CLINICS FOR CAPACITY EXPANSION ($20,000)$40,000
HEARTLINE
2401 NW 23RD STREET STE 78OKLAHOMA CITYOK73107NONEPC2024 FESTIVAL OF HOPE$2,500
HEARTS FOR HEARING FOUNDATION
11500 N PORTLAND AVEOKLAHOMA CITYOK73120NONEPCGENERAL OPERATING ($25,000)$25,000
HEARTS FOR HEARING FOUNDATION
11500 PORTLAND AVEOKLAHOMA CITYOK73120NONEPCHEARTS FOR HEARING AND WHITE FIELDS EVENT$650
HEARTS FOR HEARING FOUNDATION
11500 PORTLAND AVEOKLAHOMA CITYOK73120NONEPCARPA MATCH - PEDIATRIC AND ADULT HEARING CARE CENTER OF EXCELLENCE$50,000
HILLEL AT THE UNIVERSITY OF OKLAHOMA
494 ELM AVENORMANOK73069NONEPCISRAEL FEST 2024 (APRIL 7-13)$2,500
HOMELESS ALLIANCE
1724 NW 4TH STOKLAHOMA CITYOK73106NONEPCCURBSIDE CHRONICLE 100TH ISSUE PARTY$2,500
HOMELESS ALLIANCE
1724 NW 4TH STOKLAHOMA CITYOK73106NONEPCGENERAL OPERATING ($200,000), GENERAL OPERATING FOR CURBSIDE ($50,000), & 20TH ANNIVERSARY CELEBRATION ($5,000)$255,000
HOMEWARD PIKES PEAK
2010 E BIJOU STCOLORADO SPRINGSCO80909NONEPCPROJECT SUPPORT FOR THE COMMONS ($50,000)$50,000
HONESTLY
PO BOX 18292OKLAHOMA CITYOK73154NONEPCTHRIVE: MOMENTUM MATTERS$75,000
HOPE RISING OKLAHOMA
7304 S YALE AVETULSAOK74136NONEPCPURCHASED TWO TICKETS TO THE HOPE DRIVEN PARENTING SUMMIT$50
HOPE RISING OKLAHOMA
7304 SOUTH YALE AVENUETULSAOK74136NONEPCGENERAL OPERATING ($50,000) & HOPE-DRIVEN PARENTING CLINIC/SUMMIT ($10,000)$60,000
HOPEHOUSE OKC
6608 N WESTERN AVE PMB 178OKLAHOMA CITYOK73116NONEPC3-YEAR GRANT FOR GENERAL OPERATING ($675,000) AND WHITE FIELDS PROGRAM TRANSPORTATION ($60,000) ($735,000; INSTALLMENT GRANT)$510,000
HOUGH EAR INSTITUTE
3400 NW 56TH ST SUITE AOKLAHOMA CITYOK73112NONEPCHOUGH EAR INSTITUTE$2,000
I2E
840 RESEARCH PARKWAY SUITE 250OKLAHOMA CITYOK731043618NONEPCI2E GENERAL OPERATING ($100,000)$100,000
IMPACT OKLAHOMA
720 W WILSHIRE BLVD SUITE 101OKLAHOMA CITYOK73116NONEPCMATCHING GIFT$1,000
INFANT CRISIS SERVICES
4224 N LINCOLN BLVDOKLAHOMA CITYOK73105NONEPCINFANT CRISIS SERVICES GENERAL OPERATING SUPPORT TO FEED OKLAHOMA'S FUTURE TODAY ($50,000) & BOOTS & BALLGOWNS SPONSORSHIP ($10,000)$60,000
INSTITUTE FOR NONPROFIT NEWS
8549 WILSHIRE BLVD2294LOS ANGELESCA90211NONEPCGENERAL OPERATING SUPPORT 2023-2025 ( $300,000; 2-YEAR GRANT; $150,000/YEAR)$150,000
INTEGRIS FOUNDATION
PO BOX 57380OKLAHOMA CITYOK73157NONEPCGRANT MODIFIED 1.24.2025: CARE AI PLATFORM IMPLEMENTATION (ORIGINAL: BEHAVIORAL HEALTH DIGITAL CARE CONTINUUM) ($85,000; 2-YEAR GRANT; $42,500/YEAR)$42,500
INVESTIGATEWEST
PO BOX 9574SEATTLEWA98109NONEPCELEVATING INVESTIGATIVE JOURNALISM ACROSS THE ENTIRE REGION ($50,000)$50,000
INVESTIGATIVE REPORTERS AND EDITORS
109 LEE HILLS HALL UMC MISSOURICOLUMBIAMO65201NONEPCOKLAHOMA CITY WATCHDOG WORKSHOP$10,000SCHOOL OF JOURNALISM221 S 8TH STREE
INVESTIGATIVE REPORTERS AND EDITORS
109 LEE HILLS HALL UMC MISSOURICOLUMBIAMO65201NONEPCGENERAL OPERATING ($200,000; 2-YEAR GRANT)$100,000SCHOOL OF JOURNALISM221 S 8TH STREE
ISAIAH STONE FOUNDATION
621 N ROBINSON AVEOKLAHOMA CITYOK73102NONEPC2023 ISAIAH STONE FOUNDATION GOLF TOURNAMENT$5,000
IT'S MY COMMUNITY INITIATIVE
3 E MAINOKLAHOMA CITYOK73104NONEPCSAFE FAMILIES OKLAHOMA PROGRAM OPERATING ($45,000)$45,000
IT'S MY COMMUNITY INITIATIVE
3 E MAINOKLAHOMA CITYOK73104NONEPCMAGIC & MERRIMENT - HOLIDAY EXPERIENCE FOR FAMILIES (DECEMBER 7, 2023)$5,000
JESUS HOUSE
1335 W SHERIDAN AVEOKLAHOMA CITYOK73106NONEPC2024 BE THE LIGHT LUNCHEON (4/25/2024)$1,500
JOHN REX CHARTER SCHOOL
500 W SHERIDAN AVENUEOKLAHOMA CITYOK73102NONEPCMATCHING GIFT$6,000
JOHN REX CHARTER SCHOOL
500 W SHERIDAN AVENUEOKLAHOMA CITYOK73102NONEPCGENERAL OPERATING ($50,000) AND DINNER SPONSOR FOR FUEL UP ($1,500)$51,500
JUNIOR ACHIEVEMENT OF OKLAHOMA
900 NW 59THOKLAHOMA CITYOK73118NONEPCJUNIOR ACHIEVEMENT'S EXPERIENTIAL LEARNING CENTER ($50,000)$50,000
KEY TO HOME (CITY OF OKLAHOMA CITY)
200 N WALKER AVEOKLAHOMA CITYOK73102NONEPCKEY TO HOME INITIATIVE ($2,500,000)$1,500,000
KEYSTONE ADVENTURE SCHOOL AND FARM
19201 N WESTERN AVEEDMONDOK73012NONEPC"GROUNDBREAKING": CAPACITY BUILDING ($125,000)$125,000
KIWANIS SPECIAL ACTIVITIES FUND
PO BOX 1425OKLAHOMA CITYOK73101NONEPCDISMANTLE DERELICT BUILDING ADJACENT TO HARBISON EARLY CHILDHOOD CENTER ($50,000)$50,000
KUEMPER CATHOLIC SCHOOL FOUNDATION
116 S EAST STCARROLLIA51401NONEPCMATCHING GIFT$3,334
KUEMPER CATHOLIC SCHOOL FOUNDATION
116 S EAST STCARROLLIA51401NONEPCMATCHING GIFT$3,332
LA LUZ
1800 N SHARTEL AVEOKLAHOMA CITYOK73103NONEPCLATINO VICTIM SERVICES ($15,000)$15,000
LAST FRONTIER COUNCIL BOY SCOUTS OF AMERICA
3031 NW 64TH STREETOKLAHOMA CITYOK73116NONEPCMATCHING GIFT$7,000
LAST FRONTIER COUNCIL BOY SCOUTS OF AMERICA
3031 NW 64TH STREETOKLAHOMA CITYOK73116NONEPCIN HONOR OF PAT & MARIANNE ROONEY$12,000
LAST FRONTIER COUNCIL BOY SCOUTS OF AMERICA
3031 NW 64TH STREETOKLAHOMA CITYOK73116NONEPCDISTINGUISHED CITIZEN AWARD$15,000
LATINO COMMUNITY DEVELOPMENT AGENCY
420 SW 10TH STREETOKLAHOMA CITYOK73109NONEPCLCDA ANNUAL AWARDS & RECOGNITION LUNCHEON$2,000
LEADERSHIP FOUNDATION OF OKLAHOMA
3037 NW 63RD STREET 104OKLAHOMA CITYOK73116NONEPCYOUTH LEADERSHIP ACADEMY PHILANTHROPY FUND RAISER (MARCH 21, 2024)$3,000
LEADERSHIP OKLAHOMA
3037 NW 63RD STREET W104OKLAHOMA CITYOK73116NONEPCGENERAL OPERATIONS ($10,000), YOUTH PROGRAM ($10,000), OKLAHOMA CITY SESSION ($10,000), FIRST NATIONAL EVENT IN OKLAHOMA CITY ($5,000), OKC BRANDED MATERIALS/SWAG FOR OKC SESSION ($5,000)$40,000
LEADERSHIP PIKES PEAK
6035 ERIN PARK DRCOLORADO SPRINGSCO80918NONEPCSIGNATURE PROGRAM$10,000
LILYFIELD
501 E 15TH ST UNIT 400 AEDMONDOK73013NONEPCSOUTH OKLAHOMA CITY MENTAL HEALTH SERVICES ($25,000)$25,000
LOCAL MEDIA FOUNDATION
PO BOX 450LAKE CITYMI496510450NONEPCOKLAHOMA MEDIA CENTER AND SUPPORT FOR COLLABORATION ($50,000)$50,000
LYRIC THEATRE
1727 NE 16TH STOKLAHOMA CITYOK73106NONEPCBROADWAY BASH!$2,500
LYRIC THEATRE
1727 NE 16TH STOKLAHOMA CITYOK73106NONEPCCINDERELLA - BILINGUAL INITIATIVE: DEAF AND HEARING ($80,000)$80,000
LYRIC THEATRE
1727 NE 16TH STOKLAHOMA CITYOK73106NONEPCIN HONOR OF LOU KERR$500
LYRIC THEATRE
1727 NW 16TH STREETOKLAHOMA CITYOK73106NONEPCBROADWAY BASH 2023$2,500
MENTAL HEALTH ASSOCIATION OKLAHOMA
5330 E 31ST ST 1000TULSAOK74135NONEPCMHAOK STREET OUTREACH & CRISIS RESPONSE PARKING$10,000
METRO TECHNOLOGY CENTERS
1900 SPRINGLAKE DROKLAHOMA CITYOK73111NONEPCMETRO TECHNOLOGY CENTERS (NEW) MULTIMEDIA JOURNALISM CAREER TRAINING PROGRAM ($40,000)$40,000
MIAMI FOUNDATION
40 NW 3RD ST 305MIAMIFL33128NONEPCMATCHING GIFT$200
MIDWEST CENTER FOR INVESTIGATIVE REPORTING
701 DEVONSHIRE DR SUITE C-33CHAMPAIGNIL61820NONEPCGENERAL OPERATING FUNDS ($50,000)$50,000
MINISTRIES OF JESUS
1100 W I-35 FRONTAGE RDEDMONDOK73034NONEPC7TH ANNUAL MINISTRIES OF JESUS BENEFIT GOLF SCRAMBLE$2,500
MINISTRIES OF JESUS
1100 W I-35 FRONTAGE RDEDMONDOK73034NONEPCMINISTRIES OF JESUS GOLF SCRAMBLE (AUG. 19, 2024)$2,500
MISSISSIPPI JOURNALISM AND EDUCATION GROUP DBA MISSISSIPPI FREE PRESS
125 S CONGRESS STREET 1324JACKSONMS39201NONEPCOPERATING FUNDS TO SUPPORT STATEWIDE MAPPING MISSISSIPPI REPORTING ($50,000)$50,000
MONTANA FREE PRESS
PO BOX 1425HELENAMT59624NONEPCGENERAL OPERATING ($50,000)$50,000
NAKASEC
4300 N CALIFORNIA AVECHICAGOIL60618NONEPCMATCHING GIFT$200
NATIONAL COWBOY AND WESTERN HERITAGE MUSEUM
1700 NE 63RD STOKLAHOMA CITYOK73111NONEPCLIVE THE CODE CAPITAL CAMPAIGN ($3,000,000; INSTALLMENT GRANT)$1,000,000
NATIONAL EUCHARISTIC CONGRESS
1717 N STREET NW STE 1WASHINGTONDC20036NONEPCMATCHING GIFT$16,800
NATIONAL GEOGRAPHIC SOCIETY
1145 17TH STREET NWWASHINGTONDC20036NONEPCMATCHING GIFT$33,334
NEBRASKA JOURNALISM TRUST
PO BOX 31436OMAHANE68131NONEPCGENERAL OPERATING: STRENGTHENING THE LOCAL NEWS ECOSYSTEM IN NEBRASKA ($50,000)$50,000
NEIGHBORHOOD SERVICES ORGANIZATION
431 SW 11 STOKLAHOMA CITYOK731095613NONEPCNSO GENERAL OPERATING SUPPORT ($30,000)$30,000
NEW MEXICO LOCAL NEWS FUND
501 HALONA STSANTA FENM87505NONEPCNEW MEXICO LOCAL NEWS FUND GENERAL OPERATING FUNDS ($50,000)$50,000
NEWS REVENUE HUB
302 WASHINGTON STSAN DIEGOCA92103NONEPCPATH TO SUSTAINABILITY ($50,000)$50,000
NEWVIEW OKLAHOMA
501 N DOUGLAS AVENUEOKLAHOMA CITYOK73106NONEPCMATCHING GIFT$2,000
NEWVIEW OKLAHOMA
501 N DOUGLAS AVENUEOKLAHOMA CITYOK73106NONEPCWORKFORCE DEVELOPMENT 2023 AND BEYOND: CREATING JOBS FOR BLIND OKLAHOMANS, FACILITY EXPANSION ($350,000)$350,000
NONDOC MEDIA
PO BOX 18421OKLAHOMA CITYOK73154NONEPCGENERAL OPERATING ($200,000 OVER TWO YEARS) & NONDOC'S 10TH BIRTHDAY BASH ($5,000)$105,000
NORTHEAST OKC RENAISSANCE
PO BOX 17442OKLAHOMA CITYOK73136NONEPCGENERAL OPERATING ($100,000)$100,000
NORTHERN OKLAHOMA COLLEGE FOUNDATION
PO BOX 310TONKAWAOK746530310NONEPCNORTHERN OKLAHOMA COLLEGE FOUNDATION$1,000
NOT YOUR AVERAGE JOE
1100 N CLASSEN BLVD SUITE 204OKLAHOMA CITYOK73103NONEPCNYAJ LEADERSHIP TEAM BRIDGE FUNDING ($100,000)$100,000
OKC GOOD
12208 DOVER DROKLAHOMA CITYOK73162NONEPC2024-2025 GENERAL OPERATING FOR INASMUCH FOUNDATION PROJECT VIDEOS ($30,000)$30,000
OKC REP
PO BOX 1913OKLAHOMA CITYOK73101NONEPCOKC REPS PRODUCTION OF VIETGONE BY QUI NGUYEN ($35,000) AND OKC REPS ANNUAL BENEFIT ($2,500)$37,500
OKLAHOMA ASSOCIATION OF YOUTH SERVICES
6 NE 63RD ST 210OKLAHOMA CITYOK73105NONEPCARPA MATCH - OKLAHOMA ASSOCIATION OF YOUTH SERVICES$16,123
OKLAHOMA CENTER FOR NONPROFITS
701 N LINDSAY AVEOKLAHOMA CITYOK73104NONEPCMATCHING GIFT$668
OKLAHOMA CENTER FOR NONPROFITS
701 N LINDSAY AVEOKLAHOMA CITYOK73104NONEPCCAPITAL CAMPAIGN ($1,000,000), GENERAL OPERATING ($195,000), PREMIUM RECOGNITION VISIONS ($30,000) AND ONE AWARDS ($75,000), ARPA TECHNICAL ASSISTANCE ($50,000)$100,000
OKLAHOMA CHILDREN'S THEATRE
2501 N BLACKWELDER AVEOKLAHOMA CITYOK73106NONEPCFOUNDER SUCCESSION AND CAPACITY BUILDING ($125,000)$125,000
OKLAHOMA CHILDREN'S THEATRE
2501 N BLACKWELDER AVEOKLAHOMA CITYOK73106NONEPC2024 FAIRY TALE BALL$3,000
OKLAHOMA CITY BEAUTIFUL
3535 NORTH CLASSEN BOULEVARDOKLAHOMA CITYOK73118NONEPCMATCHING GIFT$300
OKLAHOMA CITY COMMUNITY COLLEGE FOUNDATION
7777 S MAY AVEOKLAHOMA CITYOK731594419NONEPCOCCC'S INAUGURAL ROSEWOOD GALA (SEPTEMBER 21, 2023)$5,000
OKLAHOMA CITY COMMUNITY COLLEGE FOUNDATION
7777 S MAY AVEOKLAHOMA CITYOK731594419NONEPCMATCHING GIFT$1,000
OKLAHOMA CITY ECONOMIC DEVELOPMENT FOUNDATION
123 PARK AVENUEOKLAHOMA CITYOK73102NONEPCGRANTS: FORWARD OKC VI$50,000
OKLAHOMA CITY INNOVATION DISTRICT
300 NE 9TH STOKLAHOMA CITYOK73104NONEPCOKC INNOVATION DISTRICT'S ANNUAL BREAKFAST (DECEMBER 8, 2023)$1,200
OKLAHOMA CITY INNOVATION DISTRICT
300 NE 9TH STOKLAHOMA CITYOK73104NONEPCINNOVATION WEEK ($25,000; 2-YEAR GRANT)$12,500
OKLAHOMA CITY INNOVATION DISTRICT
316 NE 9TH STOKLAHOMA CITYOK73104NONEPCARPA MATCH_OKLAHOMA BIOPHARMACEUTICAL WORKFORCE TRAINING CENTER$42,000
OKLAHOMA CITY INNOVATION DISTRICT
316 NE 9TH STOKLAHOMA CITYOK73104NONEPCOKC INNOVATION DISTRICT OPERATING GRANT ($100,000)$100,000
OKLAHOMA CITY MUSEUM OF ART
415 COUCH DRIVEOKLAHOMA CITYOK73102NONEPCMATCHING GIFT$1,800
OKLAHOMA CITY MUSEUM OF ART
415 COUCH DRIVEOKLAHOMA CITYOK73102NONEPCMATCHING GIFT$2,400
OKLAHOMA CITY NATIONAL MEMORIAL FOUNDATION
620 N HARVEY AVEOKLAHOMA CITYOK73102NONEPCGENERAL OPERATING$15,000
OKLAHOMA CITY NATIONAL MEMORIAL FOUNDATION
620 N HARVEY AVEOKLAHOMA CITYOK73102NONEPCCALLED2CHANGE ($70,000); 2024 OKLAHOMA CITY MEMORIAL MARATHON ($40,000); GUARDIANS OF THE MEMORIAL ANNUAL FUND ($25,000); OKCNM TEEN BOARD ($10,000)$145,000
OKLAHOMA CITY NATIONAL MEMORIAL FOUNDATION
620 N HARVEY AVEOKLAHOMA CITYOK73102NONEPCDAY ONE LUNCHEON JOURNALISM STUDENT ATTENDANCE$6,700
OKLAHOMA CITY NATIONAL MEMORIAL FOUNDATION
PO BOX 323OKLAHOMA CITYOK73101NONEPC2023 DAY ONE LUNCHEON AND 2024 MARATHON GORILLA HILL SPONSORSHIP$15,000
OKLAHOMA CITY NATIONAL MEMORIAL FOUNDATION
PO BOX 323OKLAHOMA CITYOK73101NONEPCMATCHING GIFT$1,000
OKLAHOMA CITY NATIONAL MEMORIAL FOUNDATION
PO BOX 323OKLAHOMA CITYOK73101NONEPCMATCHING GIFT$1,000
OKLAHOMA CITY UNIVERSITY
2501 N BLACKWELDER AVEOKLAHOMA CITYOK73106NONEPCMARTHA JEAN LEMON DISTINGUISHED SPEAKER SERIES, FEATURING DR. MATTHEW DESMOND (SEPTEMBER 12, 2023)$1,000
OKLAHOMA CITY UNIVERSITY
2501 N BLACKWELDER AVEOKLAHOMA CITYOK73106NONEPC4 TICKETS TO WOMEN IN LEADERSHIP CONFERENCE$900
OKLAHOMA CITY UNIVERSITY
2501 N BLACKWELDER AVEOKLAHOMA CITYOK73106NONEPCCENTER FOR PUBLIC SERVICE ($450,000) & HOUSING EVICTION LEGAL ASSISTANCE PROGRAM (HELP) ($150,000) ($600,000; TWO-YEAR GRANT)$600,000
OKLAHOMA CITY UNIVERSITY
2501 N BLACKWELDER AVEOKLAHOMA CITYOK73106NONEPC23 HOH GOLD SPONSOR $5,000 , '24 AOE RUBY SPONSOR $3,500, '24 WIL EXHIBITOR SPONSOR $500$9,000
OKLAHOMA CONTEMPORARY
PO BOX 3062OKLAHOMA CITYOK73101NONEPCSCHOOL GROUP TOURS ($50,000)$50,000
OKLAHOMA COUNCIL OF PUBLIC AFFAIRS
1401 N LINCOLN BLVDOKLAHOMA CITYOK73104NONEPCMATCHING GIFT$6,000
OKLAHOMA HALL OF FAME
1400 CLASSEN DROKLAHOMA CITYOK73106NONEPCFREE FIELD TRIPS ($12,500), GENERAL OPERATING ($12,500), INDUCTION CEREMONY LEGACY PATRON ($10,000)$35,000
OKLAHOMA HOSPITALITY CLUB
14767 ROBIN CIRCLEYUKONOK73099NONEPCLADIES IN THE NEWS (APRIL 5, 2024)$7,500
OKLAHOMA HOSPITALITY CLUB
14767 ROBIN CIRCLEYUKONOK73099NONEPCLADIES IN THE NEWS$100
OKLAHOMA INSTITUTE FOR CHILD ADVOCACY
2915 N CLASSEN BLVD 320OKLAHOMA CITYOK73106NONEPCHEROES BALL (JULY 27, 2024)$1,200
OKLAHOMA INSTITUTE FOR CHILD ADVOCACY
2915 N CLASSEN BLVD 320OKLAHOMA CITYOK73106NONEPC2ND ANNUAL KID GOVERNOR RECEIPTION$540
OKLAHOMA MEDIA CENTER
PO BOX 786ENIDOK73702NONEPCMATCHING GIFT$668
OKLAHOMA MEDIA CENTER
PO BOX 786ENIDOK73702NONEPCGENERAL OPERATING ($200,000)$200,000
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STREETOKLAHOMA CITYOK731045005NONEPCOMRF'S ANNUAL 241 EVENT (OCT. 22, 2023)$2,500
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STREETOKLAHOMA CITYOK731045005NONEPCIN HONOR OF PAT & MARIANNE ROONEY$3,000
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STOKLAHOMA CITYOK73104NONEPCSTEPHEN M. PRESCOTT ENDOWMENT FUND FOR THE BEST AND BRIGHTEST.$62,500
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STOKLAHOMA CITYOK73104NONEPCOMRF MS ADVOCATE AWARD DINNER (MAY 9, 2024)$2,500
OKLAHOMA MURAL SYNDICATE
1708 N INDIANA AVEOKLAHOMA CITYOK73106NONEPCPLAZA WALLS MURAL EXPO$10,000
OKLAHOMA NEWSPAPER FOUNDATION
3601 N LINCOLN BLVDOKLAHOMA CITYOK73105NONEPCINTERNSHIP PROGRAM 2023 & 2024 ($118,000) & OKLAHOMA PRESS ASSOCIATION ANNUAL CONVENTION 2023, 2024 ($5,000)$61,500
OKLAHOMA PARTNERSHIP FOR SCHOOL READINESS FOUNDATION
2915 N CLASSEN SUITE 400OKLAHOMA CITYOK73106NONEPCMATCHING GIFT$100
OKLAHOMA PARTNERSHIP FOR SCHOOL READINESS FOUNDATION
2915 N CLASSEN SUITE 400OKLAHOMA CITYOK73106NONEPCMATCHING GIFT$100
OKLAHOMA PHILHARMONIC SOCIETY
424 COLCORD DR BOKLAHOMA CITYOK73102NONEPCIN HONOR OF RAY POTTS$500
OKLAHOMA PHILHARMONIC SOCIETY
424 COLCORD DRIVE SUITE BOKLAHOMA CITYOK73102NONEPCOKCPHIL'S 2022-23 & 2023-24 SEASONS ($500,000)$50,000
OKLAHOMA PHILHARMONIC SOCIETY
424 COLCORD DRIVE SUITE BOKLAHOMA CITYOK73102NONEPCMATCHING GIFT$5,000
OKLAHOMA PROJECT WOMAN
POST OFFICE BOX 14026TULSAOK74159NONEPCCELEBRATE PINK OKC (NOVEMBER 16, 2023)$5,000
OKLAHOMA PUBLIC SCHOOL RESOURCE CENTER
309 NW 13TH STREET SUITE 103OKLAHOMA CITYOK73103NONEPCOPSRC AND FUEL OKC GENERAL OPERATING ($750,000 OVER 3 YEARS, $300,000, $225,000, $225,000)$300,000
OKLAHOMA STATE FAIR INC
3001 GENERAL PERSHING BLVDOKLAHOMA CITYOK73107NONEPCOKC FAIRGROUNDS COLISEUM PROMENADE FUND ($50,000)$50,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 SOUTH MONROESTILLWATEROK74074NONEPCEDUCATIONAL PATHWAYS FOR OKLAHOMANS WITH CHALLENGED BACKGROUNDS ($475,000)$50,000
OKLAHOMA SYMPOSIUM
301 N HARVEY SUITE 200OKLAHOMA CITYOK73102NONEPCOKLAHOMA SYMPOSIUM 2024 SUPPORT$10,000
OKLAHOMA SYMPOSIUM
301 N HARVEY SUITE 200OKLAHOMA CITYOK73102NONEPCIN HONOR OF CRISTINA MCQUISTION$5,000
OKLAHOMA WATCH
100 W MAIN STSUITE 202OKLAHOMA CITYOK73102NONEPCLESSONS FROM THE MANSION: IF I WERE GOVERNOR TODAY$5,000
OKLAHOMA WATCH
100 W MAIN ST SUITE 202OKLAHOMA CITYOK73102NONEPCGENERAL OPERATING ($125,000) & FALL FUNDRAISER ($5,000)$130,000
OKLAHOMA ZOOLOGICAL SOCIETY
2101 NE 50TH STOKLAHOMA CITYOK73111NONEPC11 ZOOBREW PREBREW TICKETS$1,265
OKLAHOMA ZOOLOGICAL SOCIETY
2101 NE 50TH STOKLAHOMA CITYOK73111NONEPC(2) PREBREW TICKETS ZOOBREW 2023$230
OKLAHOMA ZOOLOGICAL SOCIETY
2101 NE 50TH STOKLAHOMA CITYOK73111NONEPCZOOBREW 2024 (SEPTEMBER 27, 2024)$5,000
OKLAHOMA ZOOLOGICAL SOCIETY
PO BOX 18424OKLAHOMA CITYOK73154NONEPCGRANTS: EXPEDITION AFRICA$500,000
OKLAHOMANS FOR CRIMINAL JUSTICE REFORM INC
305 NW 5TH ST BOX 2055OKLAHOMA CITYOK73102NONEPCTHE SQUARE ONE PROJECT IN OKLAHOMA ROUNDTABLE ON VALUES AND JUSTICE ($10,000)$10,000
OPEN DESIGN COLLECTIVE
718 W SHERIDAN AVEOKLAHOMA CITYOK731022412NONEPCREVIVING THE JEWEL THEATER ($80,000)$80,000
OUTLIER MEDIA
440 BURROUGHS ST STE 365DETROITMI482023473NONEPCOUTLIER MEDIA'S INVESTIGATIVE AND PUBLIC SERVICE JOURNALISM ($50,000)$50,000
PALOMAR
1140 N HUDSONOKLAHOMA CITYOK73103NONEPCGENERAL OPERATING ($175,000)$175,000
PARTNERS IN HOUSING
455 GOLD PASS HEIGHTSCOLORADO SPRINGSCO80906NONEPCFAMILY SELF-SUFFICIENCY PROGRAM ($50,000)$50,000
PASEO ARTS ASSOCIATION
3024 PASEOOKLAHOMA CITYOK73103NONEPCGENERAL OPERATING ($40,000)$40,000
PAYNE EDUCATION CENTER
10404 VINEYARD BLVD SUITE AOKLAHOMA CITYOK73120NONEPCTEACHER TRAINING IN THE SCIENCE OF READING ($25,000)$25,000
PEACEFUL FAMILY SOLUTIONS
11 BURTON PLEDMONDOK73013NONEPCCONTINUED PROGRAM EXPANSION ($30,000) & HEAL OUT LOUD LUNCHEON SPONSORSHIP ($750)$30,750
PIVOT
201 NE 50TH STOKLAHOMA CITYOK73105NONEPCMATCHING GIFT$667
PLAZA DISTRICT ASSOCIATION
1745 NW 16TH STOKLAHOMA CITYOK73106NONEPC24TH ANNUAL PLAZA DISTRICT FESTIVAL (SATURDAY, SEPTEMBER 30, 2023)$3,500
POSITIVE TOMORROWS
PO BOX 61190OKLAHOMA CITYOK73146NONEPCGOLD STAR LUNCHEON SPONSORSHIP ($35,000)$35,000
POTTS FAMILY FOUNDATION
909 E BRITTON RDOKLAHOMA CITYOK73114NONEPCARPA MATCH: OKLAHOMA RECOVERY PLAN FOR INFANTS & TODDLERS ($15,000)$15,000
RACE DANCE COLLECTIVE
11 NORTH LEEOKLAHOMA CITYOK73102NONEPCRACE'S HIP HOP NUTCRACKER$2,000
RAINBOW FLEET
1105 NW 45TH STOKLAHOMA CITYOK73118NONEPCMATCHING GIFT$1,333
REGIONAL FOOD BANK OF OKLAHOMA
3355 S PURDUE AVEOKLAHOMA CITYOK73179NONEPCFY24 STAGEN LEADERSHIP DEVELOPMENT PROGRAM STACY DYKSTRA ($36,000)$36,000
REGIONAL FOOD BANK OF OKLAHOMA
3355 S PURDUE AVEOKLAHOMA CITYOK73179NONEPCIN HONOR OF CHRISTINA REHKOP$500
REI OKLAHOMA
318 NW 13TH STOKLAHOMA CITYOK73103NONEPCDREAM BIG OKLAHOMA, OCTOBER 10, 2023$5,000
REMERGE OF OKLAHOMA COUNTY
823 N VILLA AVEOKLAHOMA CITYOK73107NONEPCREMERGE SUMMER SOIREE$100
REMERGE OF OKLAHOMA COUNTY
823 N VILLA AVEOKLAHOMA CITYOK73107NONEPCPURCHASED TWO TICKETS TO THE REMERGE SUMMER SOIREE EVENT$104
REMERGE OF OKLAHOMA COUNTY
823 N VILLA AVEOKLAHOMA CITYOK73107NONEPCGENERAL OPERATING ($290,000) & EXECUTIVE DIRECTOR SEARCH ($30,000)$320,000
REMERGE OF OKLAHOMA COUNTY
PO BOX 2845OKLAHOMA CITYOK73101NONEPCIN HONOR OF DAVID MCLAUGHLIN$1,000
REMERGE OF OKLAHOMA COUNTY
PO BOX 2845OKLAHOMA CITYOK73101NONEPCSUMMER SOIREE: REMERGE IN BLOOM$500
REMERGE OF OKLAHOMA COUNTY
PO BOX 2845OKLAHOMA CITYOK73101NONEPCMATCHING GIFT$1,000
REMERGE OF OKLAHOMA COUNTY
PO BOX 2845OKLAHOMA CITYOK73101NONEPC9TH ANNUAL FACES OF REMERGE LUNCHEON$10,000
REMERGE OF OKLAHOMA COUNTY
PO BOX 2845OKLAHOMA CITYOK73101NONEPCMATCHING GIFT$100
REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS
PO BOX 34176WASHINGTONDC20043NONEPCLOCAL LEGAL INITIATIVE SUPPORT IN OKLAHOMA, 2023-2025 ($100,000; 2-YEAR GRANT; $50,000/YEAR)$50,000
RESTOREOKC
2222 NE 27TH STOKLAHOMA CITYOK73111NONEPCRESTOREOKC GENERAL OPERATING ($40,000), STRATEGIC PLANNING ($50,000) & FARM TO TABLE EVENT ($5,000)$95,000
SAINT MARY'S COLLEGE
110 LEMANS HALLNOTRE DAMEIN46556NONEPCMATCHING GIFT$3,334
SALVATION ARMY CENTRAL OKLAHOMA
1001 N PENNSULVANIA AVEOKLAHOMA CITYOK73107NONEPCEMERGENCY SHELTER ($60,000)$60,000
SAN FRANCISCO AIDS FOUNDATION
940 HOWARD STSAN FRANCISCOCA94103NONEPCMATCHING GIFT$200
SANTA FE FAMILY LIFE CENTER
6300 N SANTA FEOKLAHOMA CITYOK73118NONEPCMATCHING GIFT$100
SANTA FE FAMILY LIFE CENTER
6300 N SANTA FEOKLAHOMA CITYOK73118NONEPCJFK AWARD BANQUET$1,000
SCIENCE MUSEUM OKLAHOMA
2020 REMINGTON PLOKLAHOMA CITYOK73111NONEPCMATCHING GIFT$200
SCIENCE MUSEUM OKLAHOMA
2020 REMINGTON PLOKLAHOMA CITYOK73111NONEPCELEMENTAL BALL BENEFITTING SCIENCE MUSEUM OKLAHOMA$5,000
SCIENCE MUSEUM OKLAHOMA
2020 REMINGTON PLOKLAHOMA CITYOK73111NONEPCMATCHING GIFT$100
SCIENCE MUSEUM OKLAHOMA
2020 REMINGTON PLOKLAHOMA CITYOK73111NONEPCMATCHING GIFT$200
SEARCHLIGHT NEW MEXICO
441 GREG AVENUESANTA FENM87501NONEPCGENERAL OPERATING SUPPORT FOR SEARCHLIGHT'S NEXT PHASE OF LEADERSHIP (50,000)$50,000
SHILOH SUMMER CAMP
448 NE 70TH STREETOKLAHOMA CITYOK73105NONEPCMATCHING GIFT$2,000
SHILOH SUMMER CAMP
448 NE 70TH STREETOKLAHOMA CITYOK73105NONEPCASCEND LEADERSHIP COHORT ($40,000)$40,000
SHILOH SUMMER CAMP
448 NE 70TH STREETOKLAHOMA CITYOK73105NONEPCMATCHING GIFT$2,000
SIDEXSIDE
900 N BROADWAY AVE SUITE 210OKLAHOMA CITYOK73102NONEPCSIDEXSIDE GENERAL OPERATING GRANT ($50,000)$50,000
SISU YOUTH
3131 N PENNSYLVANIA AVEOKLAHOMA CITYOK73112NONEPCSISU CAPITAL CAMPAIGN CHALLENGE GRANT ($150,000) SISU GENERAL OPERATING ($20,000) AND VIVA LAS SISU SPONSORSHIP ($5,000)$30,000
SMART START CENTRAL OKLAHOMA
PO BOX 21505OKLAHOMA CITYOK73156NONEPCSMART START ACQUISITION TRANSITION ($415,667) ($10, 926.45 IN UNSPENT FUNDS REFUNDED TO INASMUCH ON 6.26.2024)$415,667
SPECIAL CARE
12201 N WESTERN AVEOKLAHOMA CITYOK73114NONEPCSTATE OF OKLAHOMA ARPA MATCH - SPECIAL CARE EXPANSION$12,500
SPERO PROJECT
906 NW 6TH STREETOKLAHOMA CITYOK731067243NONEPCGENERAL OPERATING ($60,000)$60,000
ST ANDREW CATHOLIC CHURCH
800 NW 5TH STMOOREOK73160NONEPCMATCHING GIFT$2,200
ST ANTHONY FOUNDATION
601 NW 11TH STOKLAHOMA CITYOK73103NONEPCMATCHING GIFT$2,000
ST JOSEPH CATHOLIC SCHOOL
110 N MADISON STENIDOK73701NONEPCMATCHING GIFT$8,000
ST JOSEPH CATHOLIC SCHOOL
110 N MADISON STENIDOK73701NONEPCMATCHING GIFT$7,000
STAFFORD AIR AND SPACE MUSEUM
3000 LOGAN ROADWEATHERFORDOK73096NONEPCIN HONOR OF GENERAL STAFFORD$2,500
STITCHCREW
309 NW 13TH STOKLAHOMA CITYOK73103NONEPCOKC LATINO ACCELERATOR | CARE AND FUTURE OF WORK ACCELERATOR ($50,000)$50,000
SUNBEAM FAMILY SERVICES
1100 NW 14TH STREETOKLAHOMA CITYOK73106NONEPCSUNBEAM STAFF APPRECIATION EVENT (FEB. 1, 2024)$6,000
SUNBEAM FAMILY SERVICES
1100 NW 14TH STREETOKLAHOMA CITYOK73106NONEPCSHINE A LIGHT 2024 ($30,000)$30,000
SUNBEAM FAMILY SERVICES
1100 NW 14TH STREETOKLAHOMA CITYOK73106NONEPCMATCHING GIFT$334
SUNBEAM FAMILY SERVICES
1100 NW 14TH STREETOKLAHOMA CITYOK73106NONEPCGENERAL OPERATING (1,000,000 OVER 5 YEARS) AND SHINE A LIGHT GALA SPONSORSHIP (10,000)$200,000
SUNBEAM FAMILY SERVICES
1100 NW 14TH STREETOKLAHOMA CITYOK73106NONEPCSMART START OF CENTRAL OKLAHOMA ACQUISITION ($305,000)$140,000
SUNBEAM FAMILY SERVICES
1100 NW 14TH STREETOKLAHOMA CITYOK73106NONEPCSMART START OF CENTRAL OKLAHOMA ACQUISITION ($305,000)$165,000
SWEET BRIAR COLLEGE
134 CHAPEL ROADSWEET BRIARVA24595NONEPCMATCHING GIFT$240
TEACH FOR AMERICA - OKLAHOMA CITY
309 NW 13TH STOKLAHOMA CITYOK73103NONEPCTEACH FOR AMERICA EDUCATIONAL LEADERSHIP DEVELOPMENT ($50,000)$50,000
TEACHERS SUPPORTING TEACHERS
2035 S STATE STREET 16008CHICAGOIL60616NONEPCMATCHING GIFT$500
TEAM GRIFFIN FOUNDATION
900 CIRCLE 75 PKWY SUITE 3430ATLANTAGA30339NONEPCGENERAL OPERATING ($25,000) & CHALLENGE GRANT ($25,000)$25,000
TECHLAHOMA
PO BOX 690214 290 S 129TH E AVETULSAOK74134NONEPCGENERAL OPERATING ($25,000)$25,000
TEEN RECOVERY SOLUTIONS
730 W WILSHIRE BLVD SUITE 105OKLAHOMA CITYOK73116NONEPCRECLAIMED LUNCHEON$2,500
TEEN RECOVERY SOLUTIONS
730 W WILSHIRE BLVD SUITE 105OKLAHOMA CITYOK73116NONEPCGENERAL OPERATING SUPPORT FOR HELPING TEENS IN ADDICTION RECOVERY ($30,000)$30,000
THE JOFFREY BALLET
10 E RANDOLPH STCHICAGOIL60601NONEPCMATCHING GIFT$300
THE JOURNAL RECORD
211 N ROBINSON AVE SUITE 201 SOKLAHOMA CITYOK73102NONEPCWOMEN OF THE YEAR AWARDS BANQUET$1,142
THE KIMMELL FOUNDATION
8 NW 42ND STOKLAHOMA CITYOK73118NONEPCRECON23$5,000
THE NEW BEDFORD LIGHT
127 W RODNEY FRENCH BLVD BOX 113NEW BEDFORDMA02744NONEPCGENERAL OPERATING SUPPORT FOR THE NEW BEDFORD LIGHT ($50,000)$50,000
THE OKLAHOMA EAGLE
624 E ARCHER STTULSAOK741201000NONEPCGENERAL OPERATING ($25,000)$25,000
THE STEAM ENGINE
3810 N TULSA AVEOKLAHOMA CITYOK73112NONEPCGENERAL OPERATING ($25,000)$25,000
THE VERGE FOUNDATION
12 E CALIFORNIA AVE SUITE 200OKLAHOMA CITYOK73104NONEPCGENERAL OPERATING ($650,000)$650,000
THE VERGE FOUNDATION
600 N ROBINSON AVE 500OKLAHOMA CITYOK73102NONEPCMATCHING GIFT$668
TOP OF OKLAHOMA HISTORICAL SOCIETY MUSEUM
303 S MAIN STBLACKWELLOK74631NONEPCMATCHING GIFT$5,000
TRINITY SCHOOL
3200 N WALKER AVEOKLAHOMA CITYOK73118NONEPCIN HONOR OF JOE LEWALLEN$500
UNITED WAY OF CENTRAL OKLAHOMA
PO BOX 248919OKLAHOMA CITYOK73124NONEPC2023 UNITED WAY OF CENTRAL OKLAHOMA ANNUAL CAMPAIGN ($100,000)$100,000
UNITED WAY OF CENTRAL OKLAHOMA
PO BOX 248919OKLAHOMA CITYOK73124NONEPCMATCHING GIFT$3,250
UNITED WAY OF CENTRAL OKLAHOMA
PO BOX 248919OKLAHOMA CITYOK73124NONEPCMATCHING GIFT$100
UNITED WAY OF CENTRAL OKLAHOMA
PO BOX 248919OKLAHOMA CITYOK73124NONEPCUNITED WAY CENTENNIAL CAMPAIGN KICKOFF/HOLE SHEBANG! ($1,500) & 23RD ANNUAL SNOWFLAKE GALA ($1,750)$3,250
UNITED WAY OF CENTRAL OKLAHOMA
PO BOX 248919OKLAHOMA CITYOK73124NONEPCMATCHING GIFT$400
UNITED WAY OF CENTRAL OKLAHOMA
PO BOX 248919OKLAHOMA CITYOK73124NONEPCMATCHING GIFT$100
UNITED WAY OF CENTRAL OKLAHOMA
PO BOX 248919OKLAHOMA CITYOK73124NONEPCMATCHING GIFT$400
UNITED WAY OF CENTRAL OKLAHOMA
PO BOX 248919OKLAHOMA CITYOK73124NONEPCMATCHING GIFT$200
UNITED WAY OF CENTRAL OKLAHOMA
PO BOX 248919OKLAHOMA CITYOK73124NONEPCMATCHING GIFT$3,250
UNITED WAY OF CENTRAL OKLAHOMA
PO BOX 248919OKLAHOMA CITYOK73124NONEPCMATCHING GIFT$1,668
UNITED WAY OF CENTRAL OKLAHOMA
PO BOX 248919OKLAHOMA CITYOK73124NONEPCMATCHING GIFT$200
UNITED WAY OF CENTRAL OKLAHOMA
PO BOX 248919OKLAHOMA CITYOK73124NONEPCOKC FAMILY TAX SUPPORT ($200,000)$200,000
UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION
100 N UNIVERSITY DREDMONDOK73034NONEPCINAUGURATION OF PRESIDENT LAMB$2,500
UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION
100 N UNIVERSITY DREDMONDOK73034NONEPCTHE 2024 OKLAHOMA JOURNALISM HALL OF FAME INDUCTION LUNCHEON AND CEREMONY$2,500
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL ROADNORMANOK73019NONEPCMATCHING GIFT$500
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL ROADNORMANOK73019NONEPCMATCHING GIFT$2,000
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL ROADNORMANOK73019NONEPCIN HONOR OF DAVID & KIRSTEN GRIFFIN - BROADCAST PROGRAMMING FUND (FUND NUMBER 34352)$15,000
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL ROADNORMANOK73019NONEPCMATCHING GIFT$700
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL ROADNORMANOK73019NONEPCARTS! ARTS! ARTS!$3,000
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL ROADNORMANOK73019NONEPCGRANTS: COLLEGE OF LAW COLLABORATIVE LEARNING CENTER$150,000
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL ROADNORMANOK73019NONEPCIN HONOR OF ED KELLEY - ED KELLEY SCHOLARSHIP FUND (FUND NUMBER 43426)$15,000
UNIVERSITY OF TEXAS FOUNDATION
9011 MOUNTAIN RIDGE SUITE 150AUSTINTX78759NONEPCMATCHING GIFT$6,000
UPWARD TRANSITIONS
1134 W MAIN STOKLAHOMA CITYOK73106NONEPCGENERAL OPERATING ($100,000; 2-YEAR GRANT; $50,000/YEAR)$50,000
URBAN LEAGUE OF GREATER OKLAHOMA CITY
3900 N MARTIN L KING JROKLAHOMA CITYOK731115220NONEPCURBAN LEAGUE OF GREATER OKLAHOMA CITY, INC.$5,000
URBAN LEAGUE OF GREATER OKLAHOMA CITY
3900 N MARTIN L KING JROKLAHOMA CITYOK731115220NONEPC77TH ANNUAL URBAN LEAGUE OF GREATER OKLAHOMA CITY GALA ON JUNE 29, 2024.$5,000
VARIETY CARE FOUNDATION
3000 N GRAND BLVDOKLAHOMA CITYOK731071818NONEPCARPA MATCH - OKLAHOMA PRIMARY CARE ASSOCIATION$77,015
VTDIGGERORG
PO BOX 1374MONTPELIERVT05601NONEPCGENERAL OPERATING ($50,000)$50,000
WES WELKER FOUNDATION
PO BOX 20777OKLAHOMA CITYOK73156NONEPCWES WELKER FOUNDATION GOLF TOURNAMENT ($5,000) & KELLY KRAHL RETIREMENT PARTY ($1,000)$6,000
WES WELKER FOUNDATION
PO BOX 20777OKLAHOMA CITYOK73156NONEPCMATCHING GIFT$300
WESLEYAN UNIVERSITY
OFFICE OF ADVANCEMENT55 HIGH STREETMIDDLETOWNCT06459NONEPCMATCHING GIFT$25,000
WESTERN GATEWAY ELEMENTARY
1300 SW 15TH STREETOKLAHOMA CITYOK73108NONEPCGENERAL OPERATING ($120,000; 2-YEAR GRANT)$60,000
WESTSIDE CARES
2808 W COLORADO AVECOLORADO SPRINGSCO80904NONEPCGENERAL OPERATING SUPPORT ($50,000)$50,000
WINGS
13700 N EASTERN AVEEDMONDOK73013NONEPCGRANT MODIFIED 11/14/2023: WINGS & WAFFLES SPONSORSHIP ($2,500) (ORIGINAL: FALL FESTIVAL $2,500)$2,500
WOFFORD COLLEGE
429 N CHURCH STSPARTANBURGSC29303NONEPCIN HONOR OF ANDRE' CALDWELL$5,000
WYOFILE
PO BOX 1099LANDERWY82520NONEPCWYOFILE INVESTIGATIVE REPORTING SUPPORT ($50,000)$50,000
YELLOWSTONE CLUB COMMUNITY FOUNDATION
1700 LONE MOUNTAIN TRAILBIG SKYMT59716NONEPCMATCHING GIFT$20,000
YMCA OF GREATER OKLAHOMA CITY
500 N BROADWAY AVE STE 500OKLAHOMA CITYOK73102NONEPCYMCA HERE FOR ALL, HERE FOR GOOD CAPITAL CAMPAIGN - NORTHSIDE Y ($2,000,000; INSTALLMENT GRANT)$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,480,838TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHEYENNE MOUNTAIN ZOOLOGICAL SOCIETY
4250 CHEYENNE MOUNTAIN ZOO RDCOLORADO SPRINGSCO80906NONEPCELEVATE CAPITAL CAMPAIGN (OVER 4 YEARS)$25,000
CITY OF OKC HOMELESSNESS COLLABORATIVE
1724 NW 4TH STOKLAHOMA CITYOK73106NONEPCKEY TO HOME INITIATIVE ($2,500,000)$1,000,000
CITY RESCUE MISSION
800 W CALIFORNIA AVEOKLAHOMA CITYOK73106NONEPCGENERAL OPERATIONS ($60,000), CHALLENGE GRANT TOWARD DIVERSION ($10,000), & HEARTS OF HOPE$10,000
FIELDS AND FUTURES FOUNDATION
9400 BROADWAY EXT 470OKLAHOMA CITYOK73114NONEPCBASES LOADED DONOR LUNCHEON SPONSORSHIP ($50,000; 5-YEAR GRANT; $10,000/YEAR)$40,000
FOCUS ON HOME
6608 N WESTERN AVE 202OKLAHOMA CITYOK73116NONEPCENDING "HOME"LESSNESS IN OUR COMMUNITY ($30,000) AND CAPACITY BUILDING ($155,000; OVER 3 YEARS)$50,000
FRIENDS OF THE MANSION
820 NE 23RD STOKLAHOMA CITYOK73105NONEPCOKLAHOMA FIRST FAMILY RESIDENCE$250,000
FUEL OKC
222 E SHERIDAN AVEOKLAHOMA CITYOK73104NONEPCFUEL OKC GENERAL OPERATING ($4,000,000; 2-YEAR GRANT)$4,000,000
HOPEHOUSE OKC
6608 N WESTERN AVE PMB 178OKLAHOMA CITYOK73116NONEPC3-YEAR GRANT FOR GENERAL OPERATING ($675,000) AND WHITE FIELDS PROGRAM TRANSPORTATION ($60,000) ($735,000; INSTALLMENT GRANT)$225,000
INSTITUTE FOR NONPROFIT NEWS
8549 WILSHIRE BLVD2294LOS ANGELESCA90211NONEPCGENERAL OPERATING SUPPORT 2023-2025 ( $300,000; 2-YEAR GRANT; $150,000/YEAR)$150,000
INTEGRIS FOUNDATION
PO BOX 57380OKLAHOMA CITYOK73157NONEPCBEHAVIORAL HEALTH DIGITAL CARE CONTINUUM ($85,000; 2-YEAR GRANT; $42,500/YEAR)$42,500
INVESTIGATIVE REPORTERS AND EDITORS
109 LEE HILLS HALL UMC MISSOURICOLUMBIAMO65201NONEPCGENERAL OPERATING ($200,000; 2-YEAR GRANT)$100,000SCHOOL OF JOURNALISM221 S 8TH STREE
NATIONAL COWBOY AND WESTERN HERITAGE MUSEUM
1700 NE 63RD STOKLAHOMA CITYOK73111NONEPCLIVE THE CODE CAPITAL CAMPAIGN ($3,000,000; INSTALLMENT GRANT)$2,000,000
NONDOC MEDIA
PO BOX 18421OKLAHOMA CITYOK73154NONEPC($200,000 OVER TWO YEARS) & NONDOC'S 10TH BIRTHDAY BASH$100,000
OKLAHOMA ARTS COUNCIL
2101 N LINCOLN BLVD 640OKLAHOMA CITYOK73105NONEPCOKLAHOMA ARTS SECTOR ARPA GRANTS$16,983
OKLAHOMA CENTER FOR NONPROFITS
701 N LINDSAY AVEOKLAHOMA CITYOK73104NONEPCCAPITAL CAMPAIGN ($1,000,000), GENERAL OPERATING ($195,000), PREMIUM RECOGNITION VISIONS$100,000
OKLAHOMA CITY BEAUTIFUL
3535 NORTH CLASSEN BOULEVARDOKLAHOMA CITYOK73118NONEPC2024 MAINTENANCE FUNDS FOR BEAUTIFICATION PROJECTS ($85,000)$85,000
OKLAHOMA CITY ECONOMIC DEVELOPMENT FOUNDATION
123 PARK AVENUEOKLAHOMA CITYOK73102NONEPCICONIC VISITOR EXPERIENCE ART INSTALLATION IN OKLAHOMA CITY ($250,000)$250,000
OKLAHOMA PUBLIC SCHOOL RESOURCE CENTER
309 NW 13TH STREET SUITE 103OKLAHOMA CITYOK73103NONEPCOPSRC AND FUEL OKC GENERAL OPERATING ($750,000 OVER 3 YEARS, $300,000,$450,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 SOUTH MONROESTILLWATEROK74074NONEPCEDUCATIONAL PATHWAYS FOR OKLAHOMANS WITH CHALLENGED BACKGROUNDS ($475,000)$50,000
OKLAHOMA ZOOLOGICAL SOCIETY
PO BOX 18424OKLAHOMA CITYOK73154NONEPCEXPEDITION AFRICA$500,000
REMERGE OF OKLAHOMA COUNTY
PO BOX 2845OKLAHOMA CITYOK73101NONEPCREMERGE - AMERICAN RECOVERY PLAN ACT (ARPA) - JUSTICE-INVOLVED FEMALE PROGRAM EXPANSION$18,693
REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS
1156 15TH STREET SUITE 1020WASHINGTONDC20005NONEPCLOCAL LEGAL INITIATIVE SUPPORT IN OKLAHOMA, 2023-2025 ($100,000; 2-YEAR GRAN$50,000
RIVERSPORT
732 RIVERSPORT DRIVEOKLAHOMA CITYOK73129NONEPCGENERAL OPERATIONS$40,000
SANTA FE SOUTH SCHOOLS
7000 CROSSROADS BLVDSUITE 4000OKLAHOMA CITYOK73149NONEPCSANTA FE SOUTH AOA ACADEMIC INITIATIVE SUPPORT ($750,000)$400,000
SUNBEAM FAMILY SERVICES
1100 NW 14TH STREETOKLAHOMA CITYOK73106NONEPCGENERAL OPERATING (1,000,000 OVER 5 YEARS) AND SHINE A LIGHT GALA SPONSORSHIP (10,000)$200,000
UNIVERSITY OF OKLAHOMA FOUNDATION
100 TIMBERDELL ROADNORMANOK73019NONEPCOU HEALTH SCIENCES CENTER PROPOSAL$5,000,000
UPWARDS TRANSITIONS
1134 W MAIN STOKLAHOMA CITYOK73106NONEPCGENERAL OPERATING ($100,000; 2 YEAR GRANT; $50,000$50,000
YMCA OF GREATER OKLAHOMA CITY
500 N BROADWAY AVESTE 500OKLAHOMA CITYOK73102NONEPCYMCA HERE FOR ALL, HERE FOR GOOD CAPITAL CAMPAIGN - NORTHSIDE Y ($2,000,000; INSTALLMENT GRANT)$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$16,203,176TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,682,634ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,516,239ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (20 entries)

DescDescExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
ACCELE VENTURES PARTNERS I, LP-$6,665$0
ACP POWER AND REAL ESTATE ASSET FUND-$8,406$0
ARTIMAN VENTURES 2014, LP-$18,776$0
ARTIMAN VENTURES SELECT IAM$2,333$0
BLACK MESA II$9,147$0
BLACK MESA INVESTORS III, LLC-$19,487$0
BLACKSTONE REAL ESTATE PARTNERS VIII TE 1 LP-$93,713$0
CB OFFSHORE EQUITY FUND VIII LP$7,840$0
NB CO-INV PARTNERS$4,297$0
NB CO-INVESTMENT PARTNERS I LIQUIDATING TRUST-$201$0
DEP OS, LP-$6,904$0
DEP PM, LLC-$2,558$0
ELM CREEK MINERALS TGE IAM-$12$0
ELM PARK MINERALS I, LP - FINAL$82,882$0
ENCAP ENERGY CAPITAL FUND X$694,078$0
ENCAP FLATROCK MIDSTREAM FUND III LP$2,856$0
GREAT HILL EQUITY PARTNERS V-A, LP-$332$0
GREAT HILL EQUITY PARTNERS V, LP-$22,585$0
HALL CAPITAL PARTNERS III, LP-$35,288$0
HALL CAPITAL PARTNERS II, LP$37,893$0

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$33,600,717ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,600,717TotalIncomeProducingActyAmt

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 EtcYes (1)PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (5 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
GREATER OKLAHOMA CITY CHAMBER OF COMMERCE
1b(6)$9,712ANNUAL DUES
OKLAHOMA STATE CHAMBER OF COMMERCE
1b(6)$13,593ANNUAL MEMBERSHIP
ROTARY CLUB OF OKLAHOMA CITY
1b(6)$880ANNUAL DUES
YOUNG PRESIDENTS ORGANIZATION
1b(6)$3,500YPO PRESIDENTS RETREAT
YOUNG PRESIDENTS ORGANIZATION - INTERNATIONAL
1b(6)$9,730ANNUAL DUES 2024
FieldValueIRS element (for citing)
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$16,733Amt
Net Investment Income$683NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$16,050DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescSIDEXSIDEDesc
Amt$40,000Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK INVESTMENT GRADE$23,350,923$22,118,075
VANGUARD HIGH YIELD CORPORATE BOND ADMIRAL SHARES$6,520,198$6,173,655
PGIM SHORT DURATION$2,664,413$2,734,050
VANGUARD ULTRA SHORT TERM BONDS$347,806$345,631
BOSC MANAGED INV GRADE CORPORATE$10,774$2,659,655
LORD ABBETT SHORT DURATION INCOME$2,622,138$2,472,864
BOSC CORPORATE INVESTMENT GRADE$958,528$878,741
BOSC - HIGH YIELD$2,900,359$240
INVESVO IG FLOATING RATE$14,127,167$14,138,151
UBS MAIN$800,010$0
SHORT DURATION BONDS$2,666,108$0
BONDS$54,819$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
KAYNE ANDERSON$10,990,216$10,608,248
AVANTIS$5,537,403$5,531,238
MID CAP - MDY$1,360,192$2,738,004
MID CAP - IWR$2,147,181$3,016,257
S&P 500 EQUAL WEIGHT$8,176,867$8,541,739
LARGE CAP - SPY$10,917,353$49,010,276
BERKSHIRE HATHAWAY$6,560,931$19,591,712
FIDELITY AVENIR$5,072,828$11,813,194
GOLDMAN RUSSELL 3000 TAX STRATEGIES$0$12,111,517
MARTIN CURRIE$0$11,092,170
SCHAFER CULLEN$16,223,762$18,548,523
BAHL & GAYNOR$6,907,046$7,102,842
ISHARES MSCI EAFE$0$16,006,224
WALTER SCOTT$0$14,480,586
WCM$15,116,802$18,321,169
CAPITAL GROUP$12,497,646$14,838,423
UBS MAIN$0$90,405
BERNSTEIN$10,319,198$0
DEVELOPED INTERNATIONAL$15,446,958$0
EMERGING MARKETS$10,617,727$0
CAMBIAR$14,442,223$0

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$6,598,739StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$6,604,872StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (174 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ABRY ADVANCED IVAT COST$1,320,657$2,293,748
ABRY PARTNERS IXAT COST$2,185,564$3,666,922
ABRY SENIOR EQUITY VIAT COST$2,001,133$1,830,791
ACCELE VENTURE PARTNERS IAT COST$499,999$53,844
ACORN - A2KAT COST$500,000$1,913,760
ACORN - BERRYAT COST$505,535$525,000
ACORN - DIMOAT COST$136,592$69,582
ACORN - TSSAT COST$579,243$2,047,880
ACORN GROWTH IVAT COST$552,653$2,068,512
ACORN GROWTH VAT COST$763,403$953,432
ACORN SOARING INVESTORSAT COST$585,010$1,039,093
ACREW CAPITAL IAT COST$1,669,804$2,164,459
ACREW CAPITAL IIAT COST$1,350,174$1,120,396
ACREW CAPITAL IIIAT COST$106,331$101,194
ACP POWER AND ENERGY REAL ASSETAT COST$0$10,555
ADVENT INTERNATIONAL VIIIAT COST$0$4,626,402
ADVENT INTERNATIONAL GLOBAL XAT COST$1,255,500$1,366,764
ADVENT INTL IXAT COST$2,534,984$3,843,007
AIRGO SYSTEMSAT COST$300,000$300,000
ALTIMETERAT COST$3,000,000$2,760,472
ARCADE SOLUTIONSAT COST$50,000$50,000
ARTIMAN VENTURES 2014AT COST$1,193,750$2,686,879
ARTIMAN VENTURES SELECT 2014AT COST$718,875$501,303
ASF VI LP - ARDIANAT COST$0$594,076
ASF VII LP - ARDIANAT COST$0$1,209,830
ASF VIIIAT COST$1,380,084$2,237,150
ASPECT VENTURESAT COST$1,622,010$2,188,492
ATCAP IIAT COST$500,000$500,000
BENTONVILLE PLAZA PARTNERSAT COST$2,200,000$2,200,000
BLACK MESA IVAT COST$586,846$586,846
BLACK MESA VAT COST$1,974,559$1,974,558
BLACKSTONE RE PTNR VIII TE 1 LPAT COST$0$3,483,886
BLACKSTONE IXAT COST$1,891,538$2,986,024
BLACKSTONE REAL ESTATE XAT COST$706,324$751,765
BLUE SAGE RESOURCESAT COST$1,241,931$1,241,931
BRACEBRIDGEAT COST$5,000,000$6,214,513
CABIFYAT COST$499,992$499,992
CAMBRIDGE ASSOCIATESAT COST$3,003,000$4,748,380
CAPITAL TODAY EVERGREEN FUND LPAT COST$4,017,422$5,018,503
CAPTION PARTNERS IIAT COST$1,000,000$1,251,685
CARMEL PARTNERS VIAT COST$1,586,365$1,794,050
CARMEL PARTNERS VIIAT COST$1,742,851$1,969,039
CARNELIAN ENERGY CAPITAL IVAT COST$1,547,705$1,813,852
CARNELIAN ENERGY CAPITAL VAT COST$353,080$323,862
CHARLESBANK IXAT COST$2,956,823$4,746,549
CHARLESBANK VIIIAT COST$9,355$1,872,161
CHARLESBANK XAT COST$2,571,837$3,230,226
CS STRATEGIC PARTNERS VAT COST$0$5,428
DEP - ORBITAT COST$499,507$605,646
DEP - PIPERAT COST$1,006,835$563
DOVER ST IXAT COST$2,934$1,178,271
DOVER ST XAT COST$1,000,652$1,786,949
DOVER STREET XIAT COST$380,000$518,617
ELM CREEK PARTNERS TGEAT COST$500$0
ELM PARK IAT COST$244,346$127,817
ELM PARK IIAT COST$1,128,589$494,851
ENCAP ENERGY CAPITAL FUND X, LPAT COST$0$1,402,475
ENCAP ENERGY XIAT COST$1,562,445$4,837,408
ENCAP ENERGY XIIAT COST$877,529$1,256,748
ENCAP FLATROCK MIDSTREAM FD IIIAT COST$0$795,942
ENCAP FLATROCK MIDSTREAM IVAT COST$982,329$1,228,617
ENERVEST XIVAT COST$0$1,008,845
ETHICS - MONUMENT CIRCLEAT COST$50,000$0
ETHICS - NEXLUBEAT COST$258,461$0
EXPEDITION CO-INVESTMENT PARTNERS IAT COST$0$1,013,136
EXPEDITION CO-INVESTMENT IIAT COST$243,791$992,943
FORTRESS CREDIT OPP IVAT COST$127,179$986,183
FORTRESS CREDIT OPP VAT COST$887,432$1,750,646
FORTRESS CREDIT OPP VIAT COST$180,000$242,012
FORTRESS CREDIT V EXPANSIONAT COST$1,230,074$1,488,508
FRANCISCO PARTNERS VAT COST$1,061,441$3,274,762
FRANCISCO PARTNERS VIAT COST$1,649,449$2,213,555
FRANCISCO PARTNERS VIIAT COST$58,000$0
FRAZIER LIFE SCIENCESAT COST$1,879,073$3,050,312
FSP MONUMENT CIRCLEAT COST$0$35,766
FSP MONUMENT CIRCLE - ETHICS & EXCELLENCEAT COST$0$11,922
GAOCHENG IIAT COST$568,465$478,492
GREAT HILL EQUITY PARTNERS V LPAT COST$0$2,350,888
GREAT HILL EQUITY PARTNERS VI LPAT COST$0$4,650,371
GREAT HILL EQUITY VI-AAT COST$116,450$119,127
GREAT HILL EQUITY VIIAT COST$1,550,445$2,505,930
GREAT HILL EQUITY VII-AAT COST$398,268$404,200
GREAT HILL PARTNERS VIIIAT COST$852,723$773,755
GRIFFIS APTS FUND IVAT COST$1,669,468$2,571,694
HALL CAPITAL IIIAT COST$368,547$157,341
HALL CAPITAL PARTNERS IIAT COST$2,310,863$1,789,390
HALL CAPITAL REAL ESTATE IIAT COST$1,147,625$834,967
HALSTONAT COST$143,670$143,670
HG VORA SPECIAL OPPORTUNITIESAT COST$4,000,000$5,264,847
HUDSON BAY CAPITAL MANAGEMENTAT COST$6,000,000$6,720,254
HUMPHREYS RE INCOME IAT COST$1,142,144$2,634,760
INASMUCH - NEXLUBEAT COST$775,384$0
INSIGNIA CAPITAL IAT COST$4,679$2,252,905
INSIGNIA CAPITAL IIAT COST$1,913,907$1,817,492
KARAVANAT COST$3,606,425$3,606,425
KINDERHOOK CAPITAL FUND IVAT COST$0$4,358
KPS SPECIAL SITUATIONS FUND VAT COST$1,412,360$2,498,589
LAKEBRIDGE APARTMENTSAT COST$0$91,378
LEHMAN CO-INVESTMENTAT COST$0$18,222
LINGFENG CAPITAL FUND IAT COST$2,522,431$2,835,506
LL CAPITAL FUND 1 FOLLOW ON FUNDAT COST$0$30,170
LL CAPITAL PARTNERS I, LPAT COST$0$362,959
LL CAPITAL PARTNERS IIIAT COST$1,804,000$1,311,468
LUX CO-INVEST OPP IAT COST$908,662$741,126
LUX CO-INVEST OPP IIAT COST$1,935,664$3,057,002
LUX TOTAL OPPORTUNITIESAT COST$1,500,000$1,512,073
LUX VENTURES IVAT COST$1,670,023$1,863,129
LUX VENTURES VAT COST$1,659,930$4,730,749
LUX VENTURES VIAT COST$1,900,000$3,789,524
LUX VENTURES VIIAT COST$900,000$1,205,457
LUX VENTURES VIIIAT COST$495,000$604,098
MAINSAIL PARTNERS IV, LPAT COST$0$1,918,151
MAINSAIL PARTNERS VAT COST$2,477,414$4,397,998
MARKET TOWERS INVESTORSAT COST$1,620,000$1,620,000
MARSHAL WACE EUREKAAT COST$2,317,334$0
MERITECH CAPITAL VIIAT COST$2,512,500$2,708,865
MERITECH FRANCHISE FUNDAT COST$757,500$782,796
MONUMENT CIRCLEAT COST$150,000$0
MULTICOIN CAPITALAT COST$1,750,000$2,501,634
MW EUREKA FUNDAT COST$0$3,874,012
NEXLUBE OPERATING LLCAT COST$0$17,402
NEXLUBE OPERATING LLC - ETHICS & EXCELLENCEAT COST$0$5,800
OAK HILL EUROPEAN STRATEGIC CREDITAT COST$0$21,392
OKLAHOMA ANGEL IIAT COST$232,734$232,734
OKLAHOMA PROTONAT COST$100$0
PEAR VENTURES - SENTI BIOAT COST$256,882$0
PEAR VENTURES IIIAT COST$856,000$907,189
PEAR VENTURES IVAT COST$471,391$406,164
PLAINS VENTURES IAT COST$392,667$392,667
RA CAPITALAT COST$2,500,000$2,274,925
RECURRING CAPITAL FUND IIAT COST$0$191,236
REVTECH FOLLOW ON IAT COST$145,658$170,327
REVTECH FOLLOW ON IIAT COST$252,500$216,292
ROW DIVERSIFIEDAT COST$2,000,000$2,977,139
SAGE ROAD ENERGY IAT COST$1,935,800$532,602
SBCVC FUND VIAT COST$2,506,528$3,221,002
SDKC HOLDINGSAT COST$1,151,500$1,151,500
SENATOR GLOBALAT COST$3,018,485$5,967,172
SENTI BIOSCIENCESAT COST$0$22,864
SHIFTSMARTAT COST$500,000$500,000
SILICAAT COST$1,475,808$1,475,808
SILVER LAKE VAT COST$1,157,357$2,662,999
SILVER LAKE VIAT COST$2,775,960$3,384,948
SILVER LAKE VIIAT COST$609,118$672,044
SILVERPEAK REAL ESTATE PARTNERS IIAT COST$0$28,712
SILVERPEAK REAL ESTATE IIIAT COST$1,566,307$89,704
SOROBAN DECARBONIZATIONAT COST$3,000,000$3,181,520
STANDARD CRYPTO VENTURE FUNDAT COST$1,678,450$2,824,641
STRATEGIC CO-INV PARTNERS II-BAT COST$0$356,701
STRATEGIC CO-INV PARTNERS III-BAT COST$0$3,145,198
SV LIFE SCIENCESAT COST$51,683$1,642,757
TELEGRAPH HILL IVAT COST$1,511,699$2,650,268
TELEGRAPH HILL PARTNERS VAT COST$606,000$508,876
THE CITIZEN BUILDINGAT COST$2,858,150$3,957,055
THE CITIZEN CLUBAT COST$1,098,906$0
THOMA BRAVO XIIIAT COST$1,134,152$4,490,966
THOMA BRAVO XIVAT COST$2,583,041$3,276,023
THOMABRAVO XVAT COST$1,991,337$2,481,275
THOMPSON STREET PARTNERS VIAT COST$1,809,996$1,676,543
TRAILBLAZER IIAT COST$362,947$104,987
TURNBRIDGE CAPITAL IAT COST$996,177$818,175
TURNBRIDGE NETWORKAT COST$278,005$273,321
VARADERO INTERNATIONALAT COST$2,000,000$3,117,123
VENROCK HEALTHCARE EGAT COST$5,295,930$7,843,459
VENROCK HEALTHCARE CAPITAL PARTNERS IIAT COST$0$929,449
VENROCK HEALTHCARE IIIAT COST$677,970$3,819,247
VENROCK OPPORTUNITIES FUNDAT COST$1,695,000$1,545,353
VIKING MINERAL PARTNERS IIAT COST$0$699,873
VIKING MINERAL PARTNERS IVAT COST$0$32,453
VIKING MINERALS VAT COST$1,467,759$1,465,615
VIRGO CAPITAL FUND II, LPAT COST$0$175,319
WHITE DEER ENERGY IAT COST$322$0
WHITE DEER ENERGY IIAT COST$517,580$285,971
WHITEBOARD TECHAT COST$135,000$135,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$48,106LegalFeesAmt
Net Investment Income$3,340NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$44,766DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM RELATED INVESTMENT LOANSDesc
BOY Book Value$1,128,984BOYBookValueAmt
EOY Book Value$2,509,457EOYBookValueAmt
EOYFMV$2,509,457EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED WRITE DOWN ON INVESTMENTDesc
Amt$20,356Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ASSET MANAGEMENT FEES$2,129,283$2,129,283$0$0
BANK CHARGES$127,755$127,755$0$0
DIRECT CHARITABLE COSTS$144,894$0$0$144,894
DUES AND SUBSCRIPTIONS$80,113$20,029$0$60,084
EMPLOYEE MEALS AND TRAVEL$149,740$93,534$0$56,206
EMPLOYEE TRAINING$45,268$11,317$0$33,951
INSURANCE$19,975$4,994$0$14,981
OFFICE EXPENSES$183,543$45,885$0$137,658
PARKING$19,414$4,854$0$14,560
TELEPHONE$20,135$5,034$0$15,101
HARDWARE$91$23$0$68
SOFTWARE$29,263$7,316$0$21,947
KITCHEN EXPENSES$5,267$1,317$0$3,950
OTHER$973$242$0$731

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (175 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ACCELE VENTURES PARTNERS I, LP-$6,665-$6,665$0
ACP POWER AND REAL ESTATE ASSET FUND-$8,406-$8,406$0
ARTIMAN VENTURES 2014, LP-$18,776-$18,776$0
ARTIMAN VENTURES SELECT IAM$2,333$2,333$0
BLACK MESA II$9,147$9,147$0
BLACK MESA INVESTORS III, LLC-$19,487-$19,487$0
BLACKSTONE REAL ESTATE PARTNERS VIII TE 1 LP-$93,713-$93,713$0
CB OFFSHORE EQUITY FUND VIII LP$7,840$7,840$0
NB CO-INV PARTNERS$4,297$4,297$0
NB CO-INVESTMENT PARTNERS I LIQUIDATING TRUST-$201-$201$0
DEP OS, LP-$6,904-$6,904$0
DEP PM, LLC-$2,558-$2,558$0
ELM CREEK MINERALS TGE IAM-$12-$12$0
ELM PARK MINERALS I, LP - FINAL$82,882$82,882$0
ENCAP ENERGY CAPITAL FUND X$694,078$694,078$0
ENCAP FLATROCK MIDSTREAM FUND III LP$2,856$2,856$0
GREAT HILL EQUITY PARTNERS V-A, LP-$332-$332$0
GREAT HILL EQUITY PARTNERS V, LP-$22,585-$22,585$0
HALL CAPITAL PARTNERS III, LP-$35,288-$35,288$0
HALL CAPITAL PARTNERS II, LP$37,893$37,893$0
INSIGINIA CAPITAL PARTNERS, LP-$52,825-$52,825$0
KINDERHOOK IV-$4,375-$4,375$0
LUX VENTURES VI, LP-$32,596-$32,596$0
NB STRATEGIC CO INVESTMENT PRTRS II-BLP-$8,360-$8,360$0
NB STRATEGIC CO INVESTMENT PARTNERS II-BLP CAYMAN-$819-$819$0
NEXLUBE OPERATING LLC - INASMUCH-$36,031-$36,031$0
FORTRESS CREDIT OPPURTUNITY FUND IV (A) LP-$1,061-$1,061$0
SAGE ROAD ENERGY I, LP-$88,659-$88,659$0
SILVERPEAK LEGACY PARTNERS II, LP-$1,904-$1,904$0
SILVERPEAK LEGACY PENSION PARTNERS III, LP-$10,082-$10,082$0
SV LIFE SCIENCES FUND VI LP-$41,660-$41,660$0
THE HUMPHREYS REAL ESTATE INCOME FUND, LLC-$3,326-$3,326$0
TURNBRIDGE CAPITAL PARTNERS I, LP$17,820$17,820$0
TURNBRIDGE NETWORK INVESTORS I, LP$7,507$7,507$0
VENROCK HEALTHCARE CAPITAL PARTNERS II, L.P.-$26,923-$26,923$0
VIRGO CAPITAL FUND II, LP$724$724$0
WHITE DEER ENERGY TE LP II$4,515$4,515$0
LL CAPITAL PARTNERS I LP$117$117$0
BLACK MESA INVESTORS IV$6,360$6,360$0
CARMEL PARTNERS INVESTMENT FUND VI LP-$7,014-$7,014$0
GRIFFIS PREMIUM APARTMENT FUND IV-$30,454-$30,454$0
MAINSAIL PARTNERS IV LP$45,073$45,073$0
ACORN GROWTH CAPITAL FUND IV LP$404,665$404,665$0
EXPEDITION CO-INVESTMENT PARTNERS I, LP-$103,233-$103,233$0
BENTONVILLE PLAZA PARTNERS LLC$1,958$1,958$0
KNIGHTVEST VINEYARDS APARTMENTS-$2,778-$2,778$0
CA RESOURCES FUND (US TE), LP - SERIES ENERVEST XIV$8,029$8,029$0
T SPINE INVESTMENT-$112-$112$0
NB STRAT CO INV PART III-B-$28,501-$28,501$0
WASHINGTON OKLAHOMA HOLDINGS LLC$294$294$0
ENCAP ENERGY CAPITAL FUND XI LP$287,862$287,862$0
ELM PARK MINERALS II, LP$20,075$20,075$0
MARKET TOWER INVESTORS LLC$99,048$99,048$0
ASPECT VENTURES II LP-$1,522-$1,522$0
GREAT HILL EQUITY PARTNERS VI, LP-$45,162-$45,162$0
LUX CO-INVEST OPPURTUNITIES, LP-$6,893-$6,893$0
KNIGHTVEST RMV APARTMENTS, LLC$15,737$15,737$0
ENCAP FLATROCK MIDSTREAM FUND IV, LP$144,251$144,251$0
VENROCK HEALTHCARE CAPITAL PARTNERS III, L.P.-$39,268-$39,268$0
FRANCISCO PARTNERS V LP-$3,912-$3,912$0
HALL CAPITAL REAL ESTATE FUND II, LP-$302,378-$302,378$0
CAMBRIDGE ASSOCIATES LLC$152,625$152,625$0
WHITEBOARD TECHNOLOGY, LLC-$258-$258$0
TRAILBLAZER CAPITAL FUND II, LP-$1,095-$1,095$0
EXPEDITION CO-INVESTMENT PARTNERS II, LP-$231,859-$231,859$0
CB OFFSHORE EQUITY IX$15,969$15,969$0
OKLAHOMA ANGEL FUND II, LP$5,193$5,193$0
CARMEL PARTNERS INVESTMENT FUND VII LP-$11,182-$11,182$0
SEG - TITAN, LP-$316-$316$0
CAPITAL TODAY EVERGREEN FUND-$109,284-$109,284$0
TELEGRAPH HILL PARTNERS 4, L.P.-$40,371-$40,371$0
SBCVC FUND VI L.P.-$45,409-$45,409$0
TSS CO-INVESTMENT LLC-$7,663-$7,663$0
LUX VENTURES V, L.P.-$41,749-$41,749$0
BSR MINERALS$14,651$14,651$0
VIKING MINERAL PARTNERS II, LP$121,980$121,980$0
ABRY PARTNERS IX, LP-$73,678-$73,678$0
SEF-SILICA, LP-$303,523-$303,523$0
PLAINS VENTURE PARTNERS I, LP-$10,413-$10,413$0
CA RESOURCES FUND (US TAX-EXEMPT)-SERIES ADVENT INT. GPE IX$66,763$66,763$0
PEAR VENTURES III, LP-$23,905-$23,905$0
LUX VENTURES IV , L.P.-$44,296-$44,296$0
ACORN A2K INVESTOR LLC-$1,089-$1,089$0
BLACK MESA INVESTORS V, LLC-$181,700-$181,700$0
MAINSAIL PARTNERS V, LP-$130,888-$130,888$0
LUX CO-INVEST OPPURTUNITIES II, LP-$23,119-$23,119$0
ACREW CAPITAL FUND, LP-$51,207-$51,207$0
ECP II LAKEBRIDGE CO-INVESTMENT LP-$37,667-$37,667$0
ABRY ADVANCED SECURITIES FUND IV, LP$226,846$226,846$0
LINGFENG CAPITAL PARTNERS FUND I, LP-$54,986-$54,986$0
RECURRING CAPITAL FUND II, LP$54,724$54,724$0
REVTECH FOLLOW-ON FUND II$339$339$0
ATCAP FUND II, LP$31,849$31,849$0
FORTRESS CREDIT OPPURTUNITY FUND V (A) LP$60,530$60,530$0
ENCAP FLAT ROCK MIDSTREAM FUND III CAYMAN LP$2,856$2,856$0
SDKC HOLDINGS, LLC-$14,924-$14,924$0
GREAT HILL EQUITY PARTNERS VI-A, LP-$153-$153$0
GREAT HILL EQUITY PARTNERS VII-$39,953-$39,953$0
REVTECH FOLLOW-ON FUND I, LLC$1,819$1,819$0
OK PROTON-$191-$191$0
ACORN DIMO INVESTOR LLC-$478-$478$0
VENROCK HEALTHCARE CAPITAL PARTNERS EG, LP-$40,150-$40,150$0
VENROCK HEALTHCARE CAPITAL PARTNERS EG, LP-$21,483-$21,483$0
THOMA BRAVO XIII-A, LP-$38,330-$38,330$0
SEF KARAVAN$429,267$429,267$0
MERITECH CAPITAL PARTNERS VII LP-$68,675-$68,675$0
SILVER LAKE PARTNERS V LP-$18,263-$18,263$0
SILVER LAKE PARTNERS VI-$27,865-$27,865$0
ENERGY TRANSFER LP SERIES G$1,211$1,211$0
LL STRATEGIC OPPORTUNITIES FUND, LP-$1,890-$1,890$0
FORTRESS CREDIT OPPORTUNITY FUND V EXPANSION (A) LP$19,838$19,838$0
CHARLESBANK EQUITY FUND X LP-$188,169-$188,169$0
JRB CITIZEN LLC$35,485$35,485$0
FRAZIER LIFE SCIENCES PUBLIC FUND, LP-$42,900-$42,900$0
LUX VENTURES VII, LP-$37,062-$37,062$0
MERITECH FRANCHISE FUND LP-$9,401-$9,401$0
VIKING MINERAL PARTNERS IV, LP$192,793$192,793$0
VENROCK OPPORTUNITIES FUND, LP-$9,019-$9,019$0
THOMPSON STREET CAPITAL PARTNERS VI, LP-$100,551-$100,551$0
CAPTION PARTNERS II LP$99,938$99,938$0
THOMA BRAVO FUND XIV-A LP-$32,364-$32,364$0
THOMA BRAVO FUND XIV-A GLOBAL LP-$4,478-$4,478$0
ACREW CAPITAL FUND II LP-$50,791-$50,791$0
ABRY SENIOR EQUITY VI LP$15,607$15,607$0
C6 INVESTMENT HOLDINGS LP-$57-$57$0
LL CAPITAL PARTNERS III LP-$26,191-$26,191$0
FRANCISCO PARTNERS VI LP-$15,261-$15,261$0
INSIGNIA CAPITAL PARTNERS II-A LP-$101,528-$101,528$0
ACORN AEROSPACE DEFENSE FUND V, LP-$37,525-$37,525$0
ACORN SOARING INVESTOR, LLC-$642-$642$0
FRANCISCO PARTNERS VII, LP-$24,503-$24,503$0
GREAT HILL EQUITY PARTNERS VIII, LP-$67,860-$67,860$0
LUX TOTAL OPPORTUNITIES, LP-$15,834-$15,834$0
PEAR VENTURES IV, LP-$51,550-$51,550$0
PEAR VENTURES OPPORTUNITIES IX, LLC-$692-$692$0
SILVER LAKE PARTNERS VII, LP-$34,644-$34,644$0
STANDARD CRYPTO VENTURE FUND I, LP-$57,138-$57,138$0
CARNELIAN ENERGY CAPITAL IV, LP-$104,499-$104,499$0
THOMA BRAVO FUND XV-A, LP-$49,951-$49,951$0
GAOCHENG FUND II, LP-$40,763-$40,763$0
CA RESOURCES FUND US TE LP - SERIES ADVENT GPE X-$72,727-$72,727$0
GREAT HILL EQUITY PARTNERS VII-A LP-$2,035-$2,035$0
SILVER LAKE PARTNERS V DE (AIV II) LP-$2,778-$2,778$0
SILVER LAKE PARTNERS V DE (AIV III) LP-$1,378-$1,378$0
SILVER LAKE PARTNERS V DE (AIV IV) LP$127$127$0
SILVER LAKE PARTNERS V CAYMAN, LP$2,397$2,397$0
SILVER LAKE PARTNERS V DE (AIV VI), LP$127$127$0
SILVER LAKE PARTNERS VI DE AIV-$10,542-$10,542$0
SILVER LAKE PARTNERS VI CAYMAN LP-$8,763-$8,763$0
SILVER LAKE PARTNERS VI DE (AIV II) LP-$8,000-$8,000$0
SILVER LAKE PARTNERS VI CAYMAN (AIV II) LP-$256-$256$0
SILVER LAKE PARTNERS VI CAYMAN (AIV III) LP-$531-$531$0
SILVER LAKE PARTNERS V DE AIV LP$23,701$23,701$0
SILVER LAKE PARTNERS V DE (AIV) MARQUEE LP-$4-$4$0
BLACKSTONE REAL ESTATE PARTNERS IX F LP-$4,928-$4,928$0
BLACKSTONE REAL ESTATE PARTNERS IX CAYMAN OFFSHORE F-SH LP-$1,574-$1,574$0
BLACKSTONE REAL ESTATE PARTNERS IX F (AV-UTP) LP$35,543$35,543$0
BLACKSTONE REAL ESTATE PARTNERS IX F (AV-UTP-2) LP$48,360$48,360$0
BLACKSTONE REAL ESTATE PARTNERS VIII TE1 NQ-$95,255-$95,255$0
CA RESOURCES FUND (US TE) SERIES ADVENT GPE VIII$122,225$122,225$0
CA RESOURCES FUND (US TE), LP - SERIES KPS SPECIAL SITUAT..$49,534$49,534$0
BLACKSTONE REAL ESTATE PARTNERS IX (AV UTP 2A) LP$6,377$6,377$0
WHITE DEER FUND I LIQUIDATING TRUST-$211-$211$0
SILVER LAKE PARTNERS VI DE (AIV III) LP-$454-$454$0
SILVER LAKE PARTNERS VI DE (AIV IV) LP-$4,386-$4,386$0
ENCAP ENERGY CAPITAL FUND XII, LP-$100,761-$100,761$0
LUX VENTURES VIII, LP-$33,005-$33,005$0
TELEGRAPH HILL PARTNERS V LP-$47,643-$47,643$0
NEXLUBE OPERATING LLC - ETHICS EXCELLENCE-$12,010-$12,010$0
BLACKSTONE REAL ESTATE PARTNERS X. TE-F (OFFSHORE)(CAN) LP-$14,772-$14,772$0
BLACKSTONE REAL ESTATE PARTNERS X.F LP-$22,904-$22,904$0
BLACKSTONE REAL ESTATE PARTNERS X.F (QFPF/TE)(AV-UTP) LP-$3,170-$3,170$0
VIKING MINERAL PARTNERS V, LP-$2,144-$2,144$0
UNRELATED BUSINESS INCOME-$527,917-$527,917$0
DISTRIBUTIONS FROM PARTNERSHIPS$9,532,117$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOTHER CURRENT LIABILITIESDesc
BOY Book Value$388,989BOYBookValueAmt
EOY Book Value$179,762EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$197,827Amt
Net Investment Income$56,161NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$141,666DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$352,447$0$0$0
FOREIGN TAXES WITHHELD$196,474$196,474$0$0
PAYROLL TAXES$199,283$119,569$0$79,714