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MAXINE AND JACK ZARROW FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MAXINE AND JACK ZARROW FAMILY FOUNDATION (EIN 31-6640903)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-06-07
IRS object ID
202241589349101214
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-06-07T15:38:12-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Line12222 SOUTH UTICA PL SUITE 200AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316640903EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAXINE AND JACK ZARROW FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAXIBusinessNameControlTxt
Phone9182958000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 SOUTH BOSTON AVENUE 900AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741034012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE COCHRANPersonNm
Person TitleMANAGING DIRECTORPersonTitleTxt
Phone9182958000PhoneNum
Signature2022-05-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVEPersonFirstNm
Person LastCOCHRANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN BOLINPreparerPersonNm
PTINP00431485PTIN
Phone9187452333PhoneNum
Preparation2022-05-23PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$67,047,455FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,435,255ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,092,784DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,092,784DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,332,173NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,706,125GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,332,173CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,860,212TotalRevAndExpnssAmt
Total Net Invst Incm$3,424,957TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,653LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$827LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$826LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,629AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,315AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,314AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,725OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,862OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,863OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,316TaxesRevAndExpnssAmt
Taxes Net Invst Incm$12,758TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$717DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$343,174OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$200,193OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$140,971OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$390,214TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$227,955TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$155,974TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,028,115ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,028,115ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,418,329TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$227,955TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,184,089TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,441,883ExcessRevenueOverExpensesAmt
Net Investment Income$3,197,002NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$54,376CashBOYAmt
Cash EOY$52,731CashEOYAmt
Cash EOYFMV$52,731CashEOYFMVAmt
Sav And Temp Cash Invst BOY$539,848SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,056,958SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,056,958SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,172,147USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$28,435,842CorporateStockBOYAmt
Corporate Stock EOY$30,292,790CorporateStockEOYAmt
Corporate Stock EOYFMV$59,199,913CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,500,000CorporateBondsBOYAmt
Corporate Bonds EOY$5,750,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$5,736,778CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$33,123LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$32,048LandBldgEquipAccumDeprecAmt
Land BOY$1,792LandBOYAmt
Land EOY$1,075LandEOYAmt
Land EOYFMV$1,075LandEOYFMVAmt
Total Assets BOY$32,704,005TotalAssetsBOYAmt
Total Assets EOY$38,153,554TotalAssetsEOYAmt
Total Assets EOYFMV$67,047,455TotalAssetsEOYFMVAmt
Accounts Payable BOY$24,716AccountsPayableBOYAmt
Accounts Payable EOY$32,382AccountsPayableEOYAmt
Total Liabilities BOY$24,716TotalLiabilitiesBOYAmt
Total Liabilities EOY$32,382TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$32,679,289NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$38,121,172NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$32,679,289TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$38,121,172TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$32,704,005TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$38,153,554TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$32,679,289TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,441,883ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$38,121,172SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$38,121,172TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UNITED STATES TREAS NTS2011-05-192021-01-15$1,019,146$1,019,146$0$0
UNITED STATES TREAS NTS2011-05-312021-01-15$21,695$21,695$0$0
UNITED STATES TREAS NTS2012-01-152021-01-15$8,825$8,825$0$0
UNITED STATES TREAS NTS2012-07-152021-01-15$16,610$16,610$0$0
UNITED STATES TREAS NTS2013-01-152021-01-15$3,960$3,960$0$0
UNITED STATES TREAS NTS2013-07-152021-01-15$8,670$8,670$0$0
UNITED STATES TREAS NTS2014-01-152021-01-15$2,800$2,800$0$0
UNITED STATES TREAS NTS2014-07-152021-01-15$18,810$18,810$0$0
UNITED STATES TREAS NTS2015-07-152021-01-15$1,320$1,320$0$0
UNITED STATES TREAS NTS2016-01-152021-01-15$2,140$2,140$0$0
UNITED STATES TREAS NTS2016-07-152021-01-15$9,550$9,550$0$0
UNITED STATES TREAS NTS2017-01-152021-01-15$8,390$8,390$0$0
UNITED STATES TREAS NTS2017-07-152021-01-15$14,150$14,150$0$0
UNITED STATES TREAS NTS2018-01-152021-01-15$9,300$9,300$0$0
UNITED STATES TREAS NTS2018-07-152021-01-15$20,040$20,040$0$0
UNITED STATES TREAS NTS2019-01-152021-01-15$6,640$6,640$0$0
UNITED STATES TREAS NTS2019-07-152021-01-15$15,050$15,050$0$0
UNITED STATES TREAS NTS2020-01-152021-01-15$6,810$6,810$0$0
UNITED STATES TREAS NTS2021-01-142021-01-15$17,940$17,940$0$0
APPLE COMPUTER INC COM2015-04-022021-02-22$1,340,350$328,965$1,011,385$1,011,385
VANGUARD INDEX FDS TOTAL STK INST2020-12-242021-02-22$92,215$87,014$5,201$5,201
VANGUARD INDEX FDS TOTAL STK INST2000-07-282021-02-22$1,482,785$475,286$1,007,499$1,007,499
VANGUARD TOTAL INT'L STOCK INDEX INST2020-12-212021-02-22$74,816$70,268$4,548$4,548
VANGUARD TOTAL INT'L STOCK INDEX INST2010-12-292021-02-22$450,184$316,724$133,460$133,460
ISRAEL ST2016-11-152021-11-01$1,000,000$1,000,000$0$0
ISRAEL ST2021-07-122021-11-01$500,000$500,000$0$0
VANGUARD TOTAL INT'L STOCK INDEX INST2021-06-212021-12-08$57,145$57,832-$687-$687
VANGUARD TOTAL INT'L STOCK INDEX INST2021-09-202021-12-08$39,499$39,963-$464-$464
VANGUARD TOTAL INT'L STOCK INDEX INST2021-03-222021-12-08$17,695$17,378$317$317
VANGUARD TOTAL INT'L STOCK INDEX INST2010-12-292021-12-08$385,661$268,676$116,985$116,985
VANGUARD DRIP2019-12-312021-12-31$53,493$53,493$53,493
FSP INVESTMENTS2019-12-312021-12-31$436$436$436
FieldValueIRS element (for citing)
Capital Gain Net Income$2,332,173CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$44,438InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$44,438SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$44,438TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$60,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$60,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1,047EsPenaltyAmt
Overpayment$14,515OverpaymentAmt
Applied To ES Tax$14,515AppliedToESTaxAmt
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.ZARROW.COMWebsiteAddressTxt
Individual With BooksZARROW FAMILY OFFICE LLCIndividualWithBooksNm
Phone9182958000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 SOUTH BOSTON AVE SUITE 900AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741034012ZIPCd
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 Holdings0BusinessHoldingsInd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GAIL RICHARDS
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012PRESIDENT0.00$0$0$0
ERIC RICHARDS
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012VP/SECRETARY0.00$0$0$0
HILARY ZARROW
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012VP/TREASURER/ASST SECRETAR0.00$0$0$0
STEVE COCHRAN
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012ASSISTANT TREASURER0.00$0$0$0
ALISON ZARROW
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012VICE PRESIDENT0.00$0$0$0
RACHEL ZARROW
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012VICE PRESIDENT0.00$0$0$0
MAXINE ZARROW
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012VICE PRESIDENT0.00$0$0$0
REBECCA RICHARDS
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012VICE PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$56,016,015AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,900,285AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,263,221FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$61,179,521TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$61,179,521AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$917,693CashDeemedCharitableAmt
Net Vl Noncharitable Assets$60,261,828NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,013,091MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,013,091MinimumInvestmentReturnAmt
Tax Based On Investment Income$44,438TaxBasedOnInvestmentIncomeAmt
Total Tax$44,438TotalTaxAmt
Distributable Before Adj$2,968,653DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,968,653DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,968,653DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,184,089ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,184,089QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,968,653DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$995,777ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$937,650ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$927,586ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,687,425ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,371,108ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,919,546TotalExcessDistributionCyovAmt
Qualifying Distributions$5,184,089QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,968,653AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,215,436RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$8,134,982TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$995,777ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,139,205ExcessDistriCyovToNextYrAmt
Excess From Year4$937,650ExcessFromYear4Amt
Excess From Year3$927,586ExcessFromYear3Amt
Excess From Year2$1,687,425ExcessFromYear2Amt
Excess From Year1$1,371,108ExcessFromYear1Amt
Excess From Current Year$2,215,436ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBILL MAJOR EXECUTIVE DIRECTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1401 SOUTH BOSTON AVE SUITE 900AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741034012ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9182958000RecipientPhoneNum
Form And Info And MaterialsA WRITTEN DESCRIPTION OF THE PROGRAM AND EVIDENCE OF TAX EXEMPTION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPRIMARILY TULSA AREA, TO PUBLICLY SUPPORTED EXEMPT ORGANIZATIONS PROVIDING RELIEF TO THE POOR, DISTRESSED, UNDERPRIVILEGED, ETC.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (195 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
108 CONTEMPORARY
108 E RECONCILIATION WAYTULSAOK74103PCCONTRIBUTION$500
108 CONTEMPORARY
108 E RECONCILIATION WAYTULSAOK74103PCGENERAL OPERATING EXPENSES$15,000
A NEW LEAF INC
PO BOX 35903TULSAOK74153PCVOCATIONAL TRAINING AND EMPLOYMENT SOLUTIONS FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES AND AUTISM SPECTRUM DISORDER.$20,000
A POCKET FULL OF HOPE INC
1325 EAST APACHETULSAOK74106PCUPBEAT 360 PROGRAM$15,000
ABILITY RESOURCES
110 W 7TH STREET SUITE 200TULSAOK74119PCGENERAL OPERATING EXPENSES$7,500
ACTBLUE CHARITIES INC
366 SUMMER STSOMERVILLEMA02144PCCHIP IN FOR TEXAS ABORTION FUNDS$5,000
AHHA TULSA
101 E ARCHER STTULSAOK74103PCCREATE GALA 2021$2,240
AHHA TULSA
101 E ARCHER STTULSAOK74103PCIN HONOR OF HOLBROOK LAWSON$500
AHHA TULSA
101 E ARCHER STTULSAOK74103PCTHE EXPERIENCE: IMAGINE (ZONE SPONSOR)$20,000
AKDAR SHRINE CENTER TRANSPORTATION FUND
2808 S SHERIDAN ROADTULSAOK741291014PCAKDAR SHRINE HOSPITAL TRANSPORTATION FUND$15,000
ASSISTANCE LEAGUE OF TULSA
5350 EAST 31ST STREETTULSAOK74135PCOPERATION SCHOOL BELL$25,000
BEHEARD
1319 S QUINCY AVETULSAOK74120PCANONYMOUS GENERAL OPERATING SUPPORT$1,000
BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE
330 7TH AVENUE 19TH FLOORNEW YORKNY10001PCGENERAL OPERATING EXPENSES$25,000
BIT BY BIT THERAPEUTIC RIDING CENTER INC
14674 S HIGHWAY 169OOLOGAHOK74053PC2021 PUMPKIN PATCH PREVIEW PARTY$3,000
B'NAI EMUNAH CONGREGATION
PO BOX 52430TULSAOK74152PCRABBI FITZERMAN'S DISCRETIONARY FUND, IN MEMORY OF MAXINE ZARROW$7,500
B'NAI EMUNAH CONGREGATION
PO BOX 52430TULSAOK74152PCIN MEMORY OF JOE DEGEN$50
B'NAI EMUNAH CONGREGATION
PO BOX 52430TULSAOK74152PCOPERATING EXPENSES$30,000
B'NAI EMUNAH CONGREGATION
PO BOX 52430TULSAOK74152PCRABBI'S RETIREMENT FUND$3,000
B'NAI EMUNAH CONGREGATION
PO BOX 52430TULSAOK74152PCANNUAL CONTRIBUTION$1,000
B'NAI EMUNAH CONGREGATION
PO BOX 52430TULSAOK74152PC2021 TOURO BANQUET$10,000
BOTTOM LINE INC
50 MILK STREETBOSTONMA02109PCBOTTOM LINE CHICAGO RISE UP HYBRID CELEBRATION$5,000
BRADY CENTER TO PREVENT GUN VIOLENCE
840 FIRST STREET NEWASHINGTONDC20002PCGENERAL OPERATING EXPENSES$5,000
BRIDGES FOUNDATION THE
1813 N ASHJENKSOK74037PCBRIDGES SUMMER PROGRAMMING (CAMP)$25,000
CAMP KESEM NATIONAL
565 MAYFIELD AVESTANFORDCA94305PCPROGRAMMING FOR CAMP KESEM AT STANFORD$14,000
CAMP THUNDERBIRD CHARITABLE FOUNDATION
PO BOX 21246MINNEAPOLISMN55421PCTHE ALLEN "MOE" SIGOLOFF FUND$2,500
CENTER FOR THE ARTS
606 SIXTH STCRESTED BUTTECO81224PCSPONSORSHIP OF THE 2021 ALPENGLOW SUMMER CONCERT SERIES$10,000
CHICAGO PERIOD PROJECT
5247 W WARWICK AVE 1CHICAGOIL60641PCGENERAL OPERATING EXPENSES$500
CHILD ABUSE NETWORK INC
2829 S SHERIDAN RDTULSAOK74129PCMULTI-DISCIPLINARY CHILD ABUSE TEAM (MDT)$10,000
CITY YEAR INC
15 E 5TH STREET SUITE 1621TULSAOK74135PCWHOLE SCHOOL WHOLE CHILD- CITY YEAR TULSA$25,000
CLAREHOUSE
7617 S MINGO ROADTULSAOK74133PCEND-OF-LIFE CARE PROGRAM$15,000
CLOSE UP FOUNDATION
1330 BRADDOCK PLACE SUITE 400ALEXANDRIAVA22314PCCLOSE UP: CIVIC EDUCATION IN OKLAHOMA$15,000
COMMUNITIES UNITED FOR RESTORATIVE YOUTH JUSTICE
490 LAKE PARK AVE STE 16086OAKLANDCA94610PCGENERAL OPERATING EXPENSES$3,000
COMMUNITY FOOD BANK OF EASTERN OKLAHOMA
1304 N KENOSHA AVETULSAOK74106PCOPERATING EXPENSES$5,000
COMMUNITY HEALTH CONNECTION INC
2321 EAST 3RD STREETTULSAOK74104PCGENERAL OPERATING EXPENSES$25,000
CONGREGATION EMANU-EL
2 LAKE STSAN FRANCISCOCA94118PCIMPACT EMANU-EL FUND$10,000
CONGREGATION EMANU-EL
2 LAKE STSAN FRANCISCOCA94118PCNEXT FUND$30,000
CONGREGATION EMANU-EL
2 LAKE STSAN FRANCISCOCA94118PCIMPACT EMANU-EL FUND$10,000
CONTEMPORARY JEWISH MUSEUM
736 MISSION STSAN FRANCISCOCA94103PCGENERAL OPERATING EXPENSES$5,000
CROSSTOWN LEARNING CENTER INC
2501 EAST ARCHER STREETTULSAOK74110PCGENERAL OPERATING EXPENSES$15,000
DEAN MCGEE EYE INSTITUTE
608 STANTON L YOUNG BLVDOKLAHOMA CITYOK73104PCIN MEMORY OF MAXINE ZARROW$25,000
DOWNTOWN STREETS INC
1671 THE ALAMEDASAN JOSECA95126PCGENERAL OPERATING EXPENSES$2,500
EASTERN OKLAHOMA DONATED DENTAL SERVICES
9810 E 42ND STTULSAOK74146PCDONATED DENTAL HEALTHCARE$25,000
ELLA BAKER CENTER FOR HUMAN RIGHTS
1419 34TH AVENUE SUITE 202OAKLANDCA94601PCGENERAL OPERATING EXPENSES$5,000
EMERGENCY INFANT SERVICES
1110 SOUTH DENVER AVENUETULSAOK74119PCDIRECT CLIENT SERVICES$20,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104PCGENERAL OPERATING EXPENSES$2,500
ESSIE JUSTICE GROUP
1700 BROADWAY STE 200OAKLANDCA94612PCGENERAL OPERATING EXPENSES$5,000
ESSIE JUSTICE GROUP
1700 BROADWAY STE 200OAKLANDCA94612PCGENERAL OPERATING EXPENSES$2,500
FAMILY & CHILDREN'S SERVICES INC
LEGACY PLAZA WEST 5310 E 31ST STTULSAOK741355018PCNAVIGATE (A FIRST-BREAK PSYCHOSIS INTERVENTION PROGRAM)$50,000SUITE 800
FAMILY SAFETY CENTER
600 CIVIC CTRTULSAOK74103PCGENERAL OPERATING EXPENSES$15,000
FORTUNA TULSA FOUNDATION
611 E 4TH STTULSAOK74120PCFC TULSA SEASON TICKETS, TO BE DONATED TO YOUTH PLAYERS AND THEIR FAMILIES$4,700
FORTUNA TULSA FOUNDATION
611 E 4TH STTULSAOK74120PCTSC 06 FCL ($500) AND TSC 11G CARRENO BLACK ($500)$1,000
FRANCIS W PARKER SCHOOL
330 W WEBSTER AVECHICAGOIL60614PCPARKER FUND$10,000
FRESH LIFELINES FOR YOUTH INC
SOBRATO CENTER FOR NONPROFITSMILPITASCA95035PCGENERAL OPERATING EXPENSES$2,500
GIRL SCOUTS OF EASTERN OKLAHOMA
4810 S 129TH E AVENUETULSAOK74134PCSPONSORSHIP OF THE JULIETTE LOW LEADERSHIP SOCIETY LUNCHEON$3,000
GLOBAL GARDENS
P O BOX 52034TULSAOK74152PCGENERAL OPERATING EXPENSES$5,000
GOODWILL INDUSTRIES OF TULSA INC
2800 SOUTHWEST BLVDTULSAOK74107PCOPERATING EXPENSES$1,000
GOODWILL INDUSTRIES OF TULSA INC
2800 SOUTHWEST BLVDTULSAOK74107PCGENERAL OPERATING EXPENSES, IN LIEU OF ANNUAL AWARDS LUNCHEON$5,000
GREENSBORO JEWISH FEDERATION
5509-C W FRIENDLY AVEGREENSBORONC27410PCIN MEMORY OF PAUL SAPPERSTEIN$2,500
GREENWOOD CULTURAL CENTER
322 NORTH GREENWOOD AVENUETULSAOK74120PCSPONSORSHIP OF THE 2021 SUNDAY WITH THE STARS$24,400
HEALTH OUTREACH PREVENTION EDUCATION INC
3540 E 31ST ST STE 3TULSAOK74135PCGENERAL OPERATING AND PROGRAM EXPENSES$5,000
HILLEL JEWISH STUDENT CENTER AT OU
494 ELM AVENORMANOK73069PCGENERAL OPERATING AND PROGRAM EXPENSES$20,000
HILLEL OF NORTHEASTERN OKLAHOMA
1719 S OWASSO AVETULSAOK74120PCGENERAL OPERATING EXPENSES$5,000
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCOPERATING EXPENSES$6,000
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCANNUAL FINANCIAL AID FOR NEEDY STUDENTS$20,000
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCFOUNDERS GUILD CONTRIBUTION$5,000
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCARTWORKS 2021$950
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCIN MEMORY OF JILL WINTER$1,000
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCDIVERSITY, EQUITY, AND INCLUSION WORK$10,000
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCDIVERSITY, EQUITY, AND INCLUSION WORK$21,550
HOUSING SOLUTIONS TULSA
110 S HARTFORD AVE STE 2504TULSAOK74120PCWINTER STORM EMERGENCY HOUSING EFFORT$10,000
IRON GATE INC
501 W ARCHER STTULSAOK74103PCGENERAL OPERATING EXPENSES$30,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART ST STE 301SAN FRANCISCOCA94105PCOPERATING EXPENSES$1,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART ST STE 301SAN FRANCISCOCA94105PCOPERATING EXPENSES$1,000
JEWISH FAMILY & CHILDRENS SERVICES
2150 POST STREET PO BOX 159004SAN FRANCISCOCA94115PCGENERAL OPERATING EXPENSES$10,000
JEWISH FEDERATION OF GREATER SANTA BARBARA
524 CHAPALA STSANTA BARBARACA93101PCGENERAL OPERATING EXPENSES$5,000
JEWISH FEDERATION OF TULSA
2021 E 71ST STTULSAOK74136PC2021 SHERWIN MILLER MUSEUM ANNUAL GALA$3,000
JEWISH FILM INSTITUTE
145 NINTH STREET SUITE 200SAN FRANCISCOCA94103PCTHE JEWISH FILM INSTITUTES 2021 NEXT WAVE PROGRAMMING$25,000
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS ST ROOM 5132CHICAGOIL60606PCANNUAL FUND ($3,000) AND THE JEWISH WOMEN'S FOUNDATION ($2,000)$5,000
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS ST ROOM 5132CHICAGOIL60606PCFUND FOR THE FUTURE$1,000
JOHN HOPE FRANKLIN CENTER FOR RECONCILIATION INC
322 N GREENWOOD AVETULSAOK74120PC2021 ANNUAL JOHN HOPE FRANKLIN COMMUNITY REMEMBRANCE WEEK$10,000
LEFT FIELD BOOKS INC
213 E ARCHER ST STE 14TULSAOK74103PCKILLING THE NEGATIVE$5,000
LEGAL AID SERVICES OF OKLAHOMA INC
907 S DETROIT AVE SUITE 725TULSAOK74120PCTULSA EVICTION PREVENTION INITIATIVE$80,000
LEGAL AID SERVICES OF OKLAHOMA INC
907 S DETROIT AVE SUITE 725TULSAOK74120PCTHE HOMELESS ASSISTANCE PROJECT$10,000
LIFE SENIOR SERVICES INC
5330 E 31ST STREET SUITE 800TULSAOK74135PCOPERATING FUNDS$5,000
LIFE SENIOR SERVICES INC
5330 E 31ST STREET SUITE 800TULSAOK74135PCBEHAVIORAL HEALTH SERVICES$10,000
LINCOLN'S SYMPHONY ORCHESTRA
233 S 13TH ST STE 1702LINCOLNNE68508PCIN MEMORY OF ROBERT LOUIS MURPHY$250
M D ANDERSON CANCER CENTER VIA UNIVERSITY OF TEXAS FOUNDATION
9011 MOUNTAIN RIDGE SUITE 150AUSTINTX78759PC2021 MD ANDERSON SPRINT FOR LIFE, BENEFITING THE BLANTON-DAVIS OVARIAN CANCER RESEARCH PROGRAM, IN MEMORY OF SANDRA DAVIS$5,000
MEALS ON WHEELS OF METRO TULSA
12620 E 31ST STTULSAOK74146PCGENERAL OPERATING EXPENSES$10,000
MENTAL HEALTH ASSOCIATION OKLAHOMA
5330 EAST 31ST STREET SUITE 1000TULSAOK74135PCGIFT FOR THE EXECUTIVE DIRECTOR'S DISCRETIONARY FUND$25,000
MENTAL HEALTH ASSOCIATION OKLAHOMA
5330 EAST 31ST STREET SUITE 1000TULSAOK74135PCWALKER HALL TRANSITIONAL LIVING$40,000
MENTAL HEALTH ASSOCIATION OKLAHOMA
5330 EAST 31ST STREET SUITE 1000TULSAOK74135PCSPONSORSHIP OF THE 2021 ZARROW MENTAL HEALTH SYMPOSIUM$30,000
MENTAL HEALTH ASSOCIATION OKLAHOMA
5330 EAST 31ST STREET SUITE 1000TULSAOK74135PCCARNIVALE 2021$29,400
MENTAL HEALTH ASSOCIATION OKLAHOMA
5330 EAST 31ST STREET SUITE 1000TULSAOK74135PCIN MEMORY OF MAXINE ZARROW$100,000
MENTAL HEALTH ASSOCIATION OKLAHOMA
5330 EAST 31ST STREET SUITE 1000TULSAOK74135PCGIFT FOR THE EXECUTIVE DIRECTOR'S DISCRETIONARY FUND$10,000
MIDWEST ACCESS PROJECT
5215 N RAVENSWOOD AVE STE 206CHICAGOIL60640PCGENERAL OPERATING EXPENSES$500
MISHKAN CHICAGO
4001 N RAVENSWOOD UNIT 101CHICAGOIL60613PCGENERAL OPERATING EXPENSES$20,000
MONTECITO TRAILS FOUNDATION
PO BOX 5481SANTA BARBARACA93150PCGENERAL OPERATING EXPENSES$1,000
NARAL PRO-CHOICE AMERICA FOUNDATION - CALIFORNIA
335 S VAN NESS AVESAN FRANCISCOCA94103PCNARAL: ONE COUNTRY FOR REPRODUCTIVE FREEDOM$3,000
NATIONAL ABORTION FEDERATION
1090 VERMONT AVENUE NWWASHINGTONDC20005PCOKLAHOMA ACCESS PROJECT$50,000
NATIONAL ALOPECIA AREATA FOUNDATION
65 MITCHELL BLVD SUITE 200-BSAN RAFAELCA94903PCTHE ASCOT FUND$5,000
NEIGHBORS ALONG THE LINE
5000 CHARLES PAGE BLVDTULSAOK74127PCCOMMUNITY ACTIVITIES PROGRAM$21,000
NEWVIEW OKLAHOMA INC
5350 EAST 31ST STREET 302TULSAOK74135PCLOW VISION REHABILITATION SERVICES FOR THE TULSA AREA$20,000
NEWVIEW OKLAHOMA INC
5350 EAST 31ST STREET 302TULSAOK74135PCIN MEMORY OF MAXINE ZARROW$25,000
NORTHWESTERN UNIVERSITY
OFFICE OF ANNUAL GIVINGEVANSTONIL60208PCANNUAL FUND$5,000
OKLAHOMA ARTS INSTITUTE
111 NW 9TH STREETOKLAHOMA CITYOK73102PC2021 SUMMER AND FALL ARTS INSTITUTES GENERAL OPERATING SUPPORT$15,000
OKLAHOMA CARING FOUNDATION INC
1400 S BOSTON AVETULSAOK74119PCTULSA METRO AREA CARING VAN IMMUNIZATION PROGRAM$5,000
OKLAHOMA ENGINEERING FOUNDATION
220 NE 28TH STREETOKLAHOMA CITYOK73105PCTULSA AREA MATH COUNTS$1,000
OKLAHOMA NAMI
3812 N SANTA FE AVE STE 305OKLAHOMA CITYOK73118PC2021 NAMI WALK$1,000
OKLAHOMA NAMI
3812 N SANTA FE AVE STE 305OKLAHOMA CITYOK73118PC2021 NAMI WALK-$1,000
OKLAHOMA NAMI
3812 N SANTA FE AVE STE 305OKLAHOMA CITYOK73118PC2021 NAMI WALK$1,000
OKLAHOMA POLICY INC
907 S DETROIT AVE SUITE 1005TULSAOK74120PCGENERAL OPERATING EXPENSES$15,000
OKLAHOMA PROJECT WOMAN INC
POB 14026TULSAOK74159PCBREAST HEALTHCARE FOR THE UNINSURED$20,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 SOUTH MONROE STREETSTILLWATEROK74074PCOSU HEALTH SCIENCES CAMPUS PSYCHIATRIC HOSPITAL$2,000,000
PALMER CONTINUUM OF CARE INC
222 W 8TH STTULSAOK74119PCTHERAPEUTIC CHILDCARE AT THE TULSA WOMEN AND CHILDREN'S CENTER$30,000
PEAK GRANTMAKING INC
1701 PENNSYLVANIA AVE NW SUITE 200WASHINGTONDC20006PC2021-2022 MEMBER CONTRIBUTION$2,000
PHILANTHROPY SOUTHWEST
1910 PACIFIC AVE STE 13500DALLASTX75201PCDONATION$2,300
PHILBROOK MUSEUM OF ART
PO BOX 52510TULSAOK74152PCFAMILY STUDIO SATURDAYS$5,000
PHILBROOK MUSEUM OF ART
PO BOX 52510TULSAOK74152PCCONTRIBUTION$1,000
PLANNED PARENTHOOD GREAT PLAINS
1007 SOUTH PEORIA AVENUETULSAOK74120PCSPONSORSHIP OF TOAST TO TULSA VIRTUAL EVENT$2,500
PLANNED PARENTHOOD GREAT PLAINS
1007 SOUTH PEORIA AVENUETULSAOK74120PCRENOVATION OF THE TULSA HEALTH CENTER (1007 S. PEORIA AVE., TULSA, OK 74120)$100,000
PLANNED PARENTHOOD GREAT PLAINS
1007 SOUTH PEORIA AVENUETULSAOK74120PCGENERATIONS STRONG 2021$2,500
PLANNED PARENTHOOD GREAT PLAINS
1007 SOUTH PEORIA AVENUETULSAOK74120PCGENERAL OPERATING EXPENSES$25,000
READING PARTNERS
907 S DETROIT AVE SUITE 505TULSAOK74120PCREADING PARTNERS ONE-ON-ONE LITERACY INTERVENTION PROGRAM$10,000
RESTORE HOPE MINISTRIES INC
2960 CHARLES PAGE BLVDTULSAOK74127PCHOMELESS PREVENTION INITIATIVE$10,000
REVITALIZE T-TOWN
14 E 7TH STTULSAOK74119PCGENERAL OPERATING EXPENSES$10,000
RIVER PARKS FOUNDATION
2121 S COLUMBIA AVE STE 205TULSAOK74114PCW!LD TURKEY 2021$1,000
RIVER PARKS FOUNDATION
2121 S COLUMBIA AVE STE 205TULSAOK74114PCW!LD TURKEY 2021$1,500
SAINT SIMEON'S EPISCOPAL HOME FOUNDATION
3701 N MARTIN LUTHER KING JR BLVDTULSAOK74106PCWESTERN DAYS 2021$5,000
SANTA BARBARA MUSEUM OF ART
1130 STATE STSANTA BARBARACA93101PCTHE EDUCATION FUND$2,500
SANTA BARBARA TRUST FOR HISTORIC PRESERVATION
123 E CANON PERDIDO STREETSANTA BARBARACA93101PCRESTORATION OF THE COTA-KNOX HOUSE ($1,000) AND GENERAL OPERATING EXPENSES ($3,000)$4,000
SHANTI PROJECT INC
3170 23RD STREETSAN FRANCISCOCA94110PCPETS ARE WONDERFUL SUPPORT (PAWS) PROGRAM$2,500
SHE-CAN INC
PO BOX 876MILL VALLEYCA94942PCGENERAL OPERATING EXPENSES$5,000
SIGMA DELTA TAU FOUNDATION
714 ADAMS STCARMELIN46032PCMAXINE FOREMAN ZARROW/GAIL ZARROW RICHARDS SCHOLARSHIP, IN MEMORY OF MAXINE ZARROW$5,000
SINAI ASSISTED HOUSING FOUNDATION INC
3100 MILITARY RD NWWASHINGTONDC20015PCGIFT IN MEMORY OF TRICIA DAVIS FOR SPONSORSHIP OF THE TRICIA DAVIS 5K WALK/RUN FOR SINAI HOUSE$5,000
SLINGSHOT FUND INC
445 PARK AVE SUITE 16ANEW YORKNY10022PCGENERAL OPERATING EXPENSES$20,000
STANFORD UNIVERSITY
DEVELOPMENT SERVICESSTANFORDCA943090466PCSTANFORD FUND$15,000
STEPPENWOLF THEATER CO
1700 N HALSTED STCHICAGOIL60614PCOPERATING EXPENSES$1,500
STREET SCHOOL INC
1135 S YALETULSAOK74112PCGENERAL OPERATING EXPENSES$15,000
SUPPORTERS OF FAMILIES WITH SICKLE CELL DISEASE INC (SUPPORTERS)
5424 N MADISON AVE SUITE 9TULSAOK74106PCMETRO TULSA SICKLE CELL COMMUNITY CARE OPERATING SUPPORT$10,000
TEMPLE EMANU-EL FOUNDATION INC
8500 HILLCREST ROADDALLASTX75225PCENDOWMENT FUND, IN MEMORY OF JERRY ELY$500
TEMPLE ISRAEL
2004 E 22ND PLTULSAOK74114PCOPERATING EXPENSES$6,000
TEMPLE ISRAEL
2004 E 22ND PLTULSAOK74114PCIN MEMORY OF MAXINE ZARROW$5,000
THE ARC OF OKLAHOMA
2516 E 71ST ST STE ATULSAOK74136PCGENERAL OPERATING EXPENSES$10,000
THE UNIVERSITY OF TULSA
800 S TUCKER DRTULSAOK74104PCKWGS$2,500
THE UNIVERSITY OF TULSA
801 S TUCKER DRTULSAOK74104PCENDOWMENT CAMPAIGN FOR THE MAINTENANCE AND OPERATIONS OF THE NEW ADDITION TO GILCREASE MUSEUM$500,000
THE UNIVERSITY OF TULSA
802 S TUCKER DRTULSAOK74104PCGILCREASE MUSEUM MANAGEMENT TRUST ANNUAL GIFT$1,000
THE UNIVERSITY OF TULSA
803 S TUCKER DRTULSAOK74104PCGILCREASE MUSEUM, IN MEMORY OF MAXINE ZARROW$100,000
THEATRE TULSA
P O BOX 995TULSAOK74101PCGENERAL OPERATING EXPENSES$1,000
TIBA FOUNDATION
344 THOMAS L BERKELEY WAY D9OAKLANDCA94612PCGENERAL OPERATING EXPENSES$5,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREETSAN FRANCISCOCA94104PCGENERAL OPERATING EXPENSES$2,500
TOWN & COUNTRY SCHOOL
8906 E 34TH STTULSAOK74145PCFINANCIAL ASSISTANCE PROGRAM$35,000
TULSA ADVOCATES FOR THE PROTECTION OF CHILDREN INC (DBA FOSTERING CONNECTI
3326 E 51ST ST STE BTULSAOK74135PCFOSTER FAMILY RESOURCE CENTER$10,000
TULSA AREA UNITED WAY
PO BOX 1859TULSAOK74101PCOPERATING EXPENSES (DE TOQUEVILLE SOCIETY)$30,000
TULSA AREA UNITED WAY
PO BOX 1859TULSAOK74101PCSOCIAL INNOVATIONS GRANT PROGRAM$25,000
TULSA BALLET THEATRE
1212 E 45TH PLACETULSAOK74105PCOUTREACH PROGRAMS$10,000
TULSA BALLET THEATRE
1212 E 45TH PLACETULSAOK74105PCFOUNDER'S SOCIETY$1,200
TULSA CARES
3712 E 11TH STTULSAOK74112PC2021 RED RIBBON GALA$10,000
TULSA CARES
3712 E 11TH STTULSAOK74112PCGENERAL OPERATING EXPENSES$5,000
TULSA CASA INC
700 S BOSTON AVE STE 230TULSAOK74119PCGENERAL OPERATING EXPENSES$12,000
TULSA CHILDREN'S MUSEUM
560 N MAYBELLE AVETULSAOK74127PCGREAT MINDS KEEP DISCOVERING CAPITAL CAMPAIGN FOR DISCOVERY LAB (33RD PLACE AND RIVERSIDE DRIVE)$100,000
TULSA COMMUNITY COLLEGE FOUNDATION
6111 E SKELLY DR STE 605TULSAOK74137PCCAMPAIGN FOR COMPLETION$100,000
TULSA COMMUNITY COLLEGE FOUNDATION
6111 E SKELLY DR STE 605TULSAOK74137PC2021 OUTREACH PROGRAM STUDENT ACHIEVEMENT SUMMITS$1,500
TULSA COMMUNITY COLLEGE FOUNDATION
6111 E SKELLY DR STE 605TULSAOK74137PCPRACTICAL LIVING - ACADEMIC YEAR 2022$9,225
TULSA COMMUNITY FOUNDATION
7030 S YALE SUITE 600TULSAOK74136PCSUPPLIED FOR SUCCESS$5,000
TULSA COMMUNITY FOUNDATION
7030 S YALE SUITE 600TULSAOK74136PCTULSA IMMIGRANT RELIEF FUND, SUPPORTING FAMILIES NOT ELIGIBLE FOR FEDERAL COVID RELIEF$25,000
TULSA COMMUNITY FOUNDATION
7030 S YALE SUITE 600TULSAOK74136PCTULSA JUNETEENTH FUND$5,000
TULSA COMMUNITY FOUNDATION
7030 S YALE SUITE 600TULSAOK74136PCWILL STEWART MEMORIAL FUND BENEFITTING TULSA POP KIDS$500
TULSA COUNTY MEDICAL SOCIETY FOUNDATION
5315 S LEWIS AVENUETULSAOK74105PCPROJECT TCMS$15,000
TULSA DAY CENTER INC
415 W ARCHER STTULSAOK74103PCGENERAL OPERATING EXPENSES$10,000
TULSA GEOSCIENCE CENTER
610 S MAINTULSAOK74119PCROCK, MINERAL AND FOSSIL KITS FOR DISADVANTAGED STUDENTS VISITING THE TULSA GEOSCIENCE CENTER$2,000
TULSA GIRLS ART SCHOOL PROJECT INC
2202 E ADMIRAL BLVDTULSAOK741105211PCGENERAL OPERATING EXPENSES$5,000
TULSA HABITAT FOR HUMANITY
6235 E 13TH STREETTULSAOK74112PCROCK THE HOUSE 2021$5,000
TULSA LIBRARY TRUST
PO BOX 1319TULSAOK74101PCFESTIVAL OF WORDS$5,000
TULSA SYMPHONY ORCHESTRA INC
117 NORTH BOSTON AVENUETULSAOK74103PCGENERAL OPERATING EXPENSES$10,000
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024PCTRANSFORMING HATE TO HOPE: A NATIONAL NEXT GENERATION EVENT$1,000
UC RIVERSIDE FOUNDATION
PO BOX 112RIVERSIDECA925029879PCVISIBLE VOICES SCHOLARSHIP FUND$3,500
UNIVERSITY OF CHICAGO
5235 S HARPER COURTCHICAGOIL60615PCLABORATORY SCHOOLS DEWEY FOUNDERS' SOCIETY$2,500
UNIVERSITY OF CHICAGO
5235 S HARPER COURTCHICAGOIL60615PCUNIVERSITY OF CHICAGO WOMEN'S BOARD$2,500
UNIVERSITY OF OKLAHOMA - TULSA
4502 E 41ST STTULSAOK74135PCANONYMOUS GIVING DAY CHALLENGE GRANT FOR OU-TULSA STUDENT SCHOLARSHIPS$7,500
UNIVERSITY OF OKLAHOMA - TULSA
4502 E 41ST STTULSAOK74135PCMENTAL HEALTH STIPEND SUPPORT PROGRAM FOR OU-TULSA SOCIAL WORK STUDENTS$16,000
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT ST STE 300PHILADELPHIAPA19104PCNETTER CENTER DISCRETIONARY TERM FUND$15,000
UNIVERSITY OF TEXAS AT AUSTIN
9011 MOUNTAIN RIDGE SUITE 150AUSTINTX78759PCTHE ENGINEERING FOUNDATION ($5,000) AND FRIENDS OF ALEC ($100)$5,100
UNIVERSITY OF TEXAS AT AUSTIN
9011 MOUNTAIN RIDGE SUITE 150AUSTINTX78759PCCOLLEGE OF EDUCATION DEAN'S ASSOCIATES FUND$5,000
URBAN ALCHEMY
72 6TH STSAN FRANCISCOCA94103PCGENERAL OPERATING EXPENSES$3,500
VALEO COMMUNITY RESIDENCE PROGRAM
5401 SW 7TH STTOPEKAKS66606PCGENERAL OPERATING EXPENSES$25,000
VIZAVANCE INC
2506B E 21ST STREETTULSAOK74114PCCHILDREN'S VISION SCREENING PROGRAM$10,000
VOLUNTEERS OF AMERICA OKLAHOMA (VOAOK)
9605 E 61ST STREETTULSAOK74133PCPERMANENT SUPPORTIVE HOUSING PROGRAM$20,000
YALE LAW SCHOOL
P O BOX 208329NEW HAVENCT065208329PCYALE LAW SCHOOL ANNUAL FUND$12,500
YALE LAW SCHOOL
P O BOX 208329NEW HAVENCT065208329PCYALE LAW SCHOOL ANNUAL FUND$12,500
YOUTH AT HEART
PO BOX 35798TULSAOK74153PCGENERAL OPERATING EXPENSES$20,000
YOUTH LAW CENTER
832 FOLSOM STREET SUITE 700SAN FRANCISCOCA94107PCGENERAL OPERATING EXPENSES$2,500
YOUTH SERVICES OF TULSA
311 S MADISON AVETULSAOK74120PCSTREET OUTREACH SERVICES FOR HOMELESS YOUTH$35,000
ZARROW POINTE
2025 E 71 STTULSAOK74136PCFINANCIAL ASSISTANCE FUND$50,000
ZARROW POINTE
2025 E 71 STTULSAOK74136PCIN MEMORY OF NORM LEVINE$250
ZARROW POINTE
2025 E 71 STTULSAOK74136PCHOLIDAY FUND$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,028,115TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
B'NAI EMUNAH CONGREGATION
PO BOX 52430TULSAOK74152PCIN MEMORY OF MAXINE ZARROW$100,000
LEGAL AID SERVICES OF OKLAHOMA INC
907 S DETROIT AVE SUITE 725TULSAOK74120PCTULSA EVICTION PREVENTION INITIATIVE$40,000
MAYO CLINIC
200 FIRST ST SWROCHESTERMN55905PCTO ESTABLISH, NAME, AND ENDOW THE MAXINE F. ZARROW FUND IN MICROBIOME RESEARCH AT THE MAYO CLINIC CENTER FOR INDIVIDUALIZED MEDICINE$3,000,000
OKLAHOMA LIFE SKILLS ASSOCIATION
6311 E TECUMSEH STTULSAOK74115PCGENERAL OPERATING EXPENSES$35,000
STILL SHE RISES INC
608 E 46TH ST NTULSAOK74126PCCLIENT ADVOCACY AND COMMUNITY ENGAGEMENT$180,000
TEMPLE ISRAEL
2004 E 22ND PLTULSAOK74114PCIN MEMORY OF MAXINE ZARROW$50,000
TULSA CHILDREN'S MUSEUM
560 N MAYBELLE AVETULSAOK74127PCGREAT MINDS KEEP DISCOVERING CAPITAL CAMPAIGN FOR DISCOVERY LAB (33RD PLACE AND RIVERSIDE DRIVE)$100,000
THE UNIVERSITY OF TULSA
800 S TUCKER DRTULSAOK74104PCENDOWMENT CAMPAIGN FOR THE MAINTENANCE AND OPERATIONS OF THE NEW ADDITION TO GILCREASE MUSEUM$3,000,000
ZARROW POINTE
2025 E 71 STTULSAOK74136PCFINANCIAL ASSISTANCE FUND$350,000
ZARROW POINTE
2025 E 71 STTULSAOK74136PCIN MEMORY OF MAXINE ZARROW$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$6,955,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,092,784ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,332,173ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,424,957ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,424,957TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND AUDIT FEESCategoryTxt
Amt$22,629Amt
Net Investment Income$11,315NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,314DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART VII-B QUESTIONS 1A(3) AND 1A(4):FormAndLineReferenceDesc
Medium ExplanationTHE MAXINE AND JACK ZARROW FOUNDATION OCCUPIES, AT NO CHARGE OFFICE SPACE LEASED BY THE ZARROW FAMILY OFFICE, LLC. THE FOUNDATION PAID OVERHEAD EXPENSE OF $327,222 TO REIMBURSE THE ZARROW FAMILY OFFICE, LLC FOR EXPENSES ASSOCIATED WITH THE MANAGEMENT OF INVESTMENTS, BOOKKEEPING, FINANCIAL ACCOUNTING AND THE MAKING OF GRANTS TO DONEE ORGANIZATIONSMediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFOREIGN BONDSBondNm
EOY Book Value$5,750,000EOYBookValueAmt
EOYFMV$5,736,778EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$28,890,809$51,284,402
COMMON STOCK$1,401,981$7,915,511

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,653LegalFeesAmt
Net Investment Income$827NetInvestmentIncomeAmt
Disbursements Charitable Prps$826DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$223$112$111
INSURANCE$11,433$5,716$5,717
OVERHEAD EXPENSE ALLOCATION$327,222$193,222$134,000
MEALS AND ENTERTAINMENT$1,216$608$608
OFFICE EXPENSE$856$428$428
MISCELLANEOUS$6$3$3
PROFESSIONAL DEVELOPMENT$208$104$104
EVENT TICKETS$2,010$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING FEESCategoryTxt
Amt$5,725Amt
Net Investment Income$2,862NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,863DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$12,758$12,758$0
FEDERAL EXCISE TAXES$3,558$0$0