CHARLES AND MARION WEBER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND MARION WEBER FOUNDATION (EIN 20-7338204)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-12
- IRS object ID
- 202231939349100023
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-12T14:30:52-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813687820 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Osborne and Wyatt CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4554 S Harvard Ave | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207338204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Charles & Marion Weber Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 14011 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Pamela Low | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9185838361 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Pamela | PersonFirstNm |
| Person Last | Low | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John C Wyatt CPA | PreparerPersonNm |
| PTIN | P01016981 | PTIN |
| Phone | 9186277232 | PhoneNum |
| Preparation | 2022-07-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,625,546 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $129,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,566 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $129,566 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $205,511 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,929,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $205,511 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $19,884 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,820 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,820 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $336,897 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $335,077 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $151,270 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $16,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,860 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,860 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,860 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $48,290 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,290 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $48,290 | OtherProfFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $373 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $373 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $373 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $67,523 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,523 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $67,523 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $314,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $314,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $381,523 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,523 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $67,523 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $314,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,626 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,554 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $83,747 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $104,185 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,673 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,673 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,521,698 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,757,508 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,537,873 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,625,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,845,181 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,625,546 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,625,883 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,845,181 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,625,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,845,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,625,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,845,181 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,625,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,626 | ExcessRevenueOverExpensesAmt |
| Other Increases | $263,924 | OtherIncreasesAmt |
| Subtotal | $4,845,181 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,845,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Stock-Merrill Account 02154 | P | 2007-03-02 | 2021-05-18 | $93,923 | $43,580 | $50,343 | $50,343 |
| Stocks-Merrill Account 02158 | P | 2016-06-24 | 2021-03-15 | $60,000 | $57,777 | $2,223 | $2,223 |
| Stock-Merrill Account 02157 | P | 2021-01-01 | 2021-12-31 | $643,464 | $623,580 | $19,884 | $19,884 |
| Stocks-Merrill Account 02157 | P | 2019-01-01 | 2021-12-31 | $1,132,374 | $999,313 | $133,061 | $133,061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $205,511 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $19,884 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,719 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,719 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,719 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,912 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,912 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,193 | OverpaymentAmt |
| Applied To ES Tax | $3,720 | AppliedToESTaxAmt |
| Refund | $473 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | Pamela Low | IndividualWithBooksNm |
| Phone | 9186913795 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 469 Slate River Dr | AddressLine1Txt |
| City | Crested Butte | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Charles O Meyers Jr | ||||||||
| 2809 East 29 Street | Tulsa | OK | 74114 | Trustee | 6.00 | $2,500 | $0 | $0 |
| Pamela Low | ||||||||
| 469 Slate River Dr | Crested Butte | CO | 81224 | Secretary | 8.00 | $2,500 | $0 | $0 |
| Charlotte Miller | ||||||||
| PO Box 14073 | Tulsa | OK | 74159 | Trustee | 3.00 | $3,500 | $0 | $0 |
| Catherine G Nielsen | ||||||||
| 1500 S Frisco Ave Apt 3E | Tulsa | OK | 74119 | Trustee | 3.00 | $2,500 | $0 | $0 |
| Gordon Nielsen | ||||||||
| 1500 S Frisco Ave 3E | Tulsa | OK | 74159 | President | 4.00 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,600,210 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,692,041 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,692,041 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,621,660 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,083 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,719 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,719 | TotalTaxAmt |
| Distributable Before Adj | $227,364 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $227,364 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $227,364 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $314,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $314,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $227,364 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $166,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $166,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $158,350 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $22,530 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,529 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $561,409 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $314,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $227,364 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,636 | RemainingDistriFromCorpusAmt |
| Total Corpus | $648,045 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $166,500 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $481,545 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $166,500 | ExcessFromYear4Amt |
| Excess From Year3 | $158,350 | ExcessFromYear3Amt |
| Excess From Year2 | $22,530 | ExcessFromYear2Amt |
| Excess From Year1 | $47,529 | ExcessFromYear1Amt |
| Excess From Current Year | $86,636 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Community Food Bank | |||||||
| 1304 N Kenosha Ave | Tulsa | OK | 74106 | None | PC | Donation | $26,000 |
| John 316 Mission | |||||||
| 575 N 39th W Ave | Tulsa | OK | 74127 | None | Donation | $26,000 | |
| Iron Gate | |||||||
| 501 W Archer St | Tulsa | OK | 74103 | None | Donation | $25,000 | |
| The Salvation Army | |||||||
| 924 S Huson | Tulsa | OK | 74112 | None | Donation | $21,000 | |
| Meals On Wheels- Tulsa | |||||||
| 12620 E 31st | Tulsa | OK | 74146 | None | Donation | $15,000 | |
| Neighbors Along Line | |||||||
| 5000 Charles Page Blvd | Tulsa | OK | 74127 | None | Donation | $20,000 | |
| Restore Hope Ministries | |||||||
| 2960 Charles page Blvd | Tulsa | OK | 74127 | None | Donation | $15,000 | |
| Tulsa Day Center | |||||||
| 415 W Archer St | Tulsa | OK | 74103 | None | Donation | $10,000 | |
| Up With Trees | |||||||
| 1102 S Boston Ave | Tulsa | OK | 74119 | None | Donation | $500 | |
| Alzheimers Association | |||||||
| 2448 E 81st St3000 | Tulsa | OK | 74137 | None | Donation | $5,000 | |
| Aplastic Anemia Assn | |||||||
| 4330 East West Highway Suite 230 | Bethesda | MD | 20814 | None | Donation | $10,000 | |
| The Center for Individuals with Cha | |||||||
| 815 S Utica | Tulsa | OK | 74104 | None | Donation | $5,000 | |
| DVIS | |||||||
| 3124 E Apache St | Tulsa | OK | 74110 | None | Donation | $5,000 | |
| Emergency Infant Services | |||||||
| 1110 S Denver Ave | Tulsa | OK | 74119 | None | Donation | $5,000 | |
| Habitat for humanity | |||||||
| 6235 E 13th St | Tulsa | OK | 74112 | None | Donation | $3,500 | |
| KIPP Preparatory School | |||||||
| 1661 E Virgin St | Tulsa | OK | 74106 | None | Donation | $5,000 | |
| Life Senior Services | |||||||
| 5950 E 31st | Tulsa | OK | 74135 | None | Donation | $5,000 | |
| Public Radio Tulsa | |||||||
| 800 South Tucker Drive | Tulsa | OK | 74104 | None | Donation | $17,500 | |
| Sistema Tulsa | |||||||
| 1301 S Boston Ave | Tulsa | OK | 74119 | None | Donation | $5,000 | |
| The Spring | |||||||
| 700 E 4th St | Sand Springs | OK | 74063 | None | Donation | $1,000 | |
| Starlight Concerts | |||||||
| 111 E reconciliation Way | Tulsa | OK | 74103 | None | Donations | $5,000 | |
| Tulsa Ballet | |||||||
| 1212 E 45th PL | Tulsa | OK | 74105 | None | Donation | $5,000 | |
| Tulsa Botanic Garden | |||||||
| 3900 Tulsa Botanic Drive | Tulsa | OK | 74127 | None | Donation | $5,000 | |
| Pulmonary Arterial H Assn | |||||||
| 8401 Colesville Road Suite 200 | Silver Spring | MD | 20910 | None | Donation | $5,000 | |
| Tulsa Historical Society | |||||||
| 2445 S Peoria Ave | Tulsa | OK | 74114 | None | Donation | $2,000 | |
| Oklahoma Aquarium | |||||||
| 300 Aquarium Dr | Jenks | OK | 74037 | None | Donation | $2,000 | |
| Tulsa Childrens Museum | |||||||
| 3123 Riverside Dr | Tulsa | OK | 74105 | None | Donation | $2,000 | |
| Tulsa Air Space museum | |||||||
| 3624 N 74th Ave | Tulsa | OK | 74115 | None | Donations | $2,000 | |
| Philbrood Museum of Art | |||||||
| 116 Reconciliation Way | Tulsa | OK | 74103 | None | Donation | $2,000 | |
| Friends of OETA | |||||||
| 535 North Greenwood | Tulsa | OK | 74106 | None | Donation | $12,000 | |
| Catholic Charities | |||||||
| 2450 N Harvard | Tulsa | OK | 74115 | None | Donation | $10,000 | |
| Chamber Music Tulsa | |||||||
| 18 S Lewis Ave | Tulsa | OK | 74104 | None | Donation | $16,500 | |
| Tulsa Boys Home | |||||||
| 2727 S 137th W Ave | Sand Springs | OK | 74063 | None | Donation | $5,000 | |
| Tulsa Symphony Orch | |||||||
| 117 N Boston Ave Suite 201 | Tulsa | OK | 74103 | None | Donation | $10,000 | |
| University of Tulsa | |||||||
| 800 S Tucker Dr | Tulsa | OK | 74104 | None | Donation | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $314,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 01a | LineNumberTxt |
| Relationship Statement | NA | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Osborne & Wyatt CPAs | CategoryTxt |
| Amt | $2,860 | Amt |
| Net Investment Income | $2,860 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,860 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Corporate Bonds | $1,937,663 | $1,937,663 |
| Equities | $2,187,976 | $3,393,016 |
| Mutual Funds | $631,869 | $1,207,194 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Bldg Security | $32 | $32 | $32 | $0 |
| PO Box Rental | $166 | $166 | $166 | $0 |
| Board Meeting Expense | $120 | $120 | $120 | $0 |
| Postage | $55 | $55 | $55 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance Refund | Desc |
| Revenue And Expenses Per Books | $1,820 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,820 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior Period Adjustment | Desc |
| Amt | $263,924 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Mgmt Fees | CategoryTxt |
| Amt | $48,290 | Amt |
| Net Investment Income | $48,290 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48,290 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |