ED DARBY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ED DARBY FOUNDATION INC (EIN 46-3570793)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349104128
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T14:31:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731479528 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHERINGTON & FIELDS CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8905 S YALE AVE STE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741373553 | 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 | 463570793 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ED DARBY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDDA | BusinessNameControlTxt |
| Phone | 9185822340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE DARBY | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 9185822340 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BONNIE | PersonFirstNm |
| Person Last | DARBY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUZANNE M CAROLLA CPA | PreparerPersonNm |
| PTIN | P00569339 | PTIN |
| Phone | 9184961248 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $23,462,620 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $358,119 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $588 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $588 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $258,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $258,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,087,942 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,969,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,087,942 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,214 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,214 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,706,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,348,120 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $41,457 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,614 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,843 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,766 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,442 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,324 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $81,135 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,135 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,105 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $16,292 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,286 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $152,605 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,227 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,378 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $774,197 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $774,197 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $926,802 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,227 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $828,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,779,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,249,893 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,280,862 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $971,787 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $971,787 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,648,019 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,736,531 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,490,833 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,928,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,708,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,462,620 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,928,881 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,708,318 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,928,881 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,708,318 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,928,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,708,318 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,928,881 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,779,437 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,708,318 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,708,318 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML 2775 LTCG | P | $690,213 | $432,169 | $258,044 | $258,044 |
| ML 2774 LTCG | P | $122,121 | $63,577 | $58,544 | $58,544 |
| ML 2773 STCG | P | $60,988 | $49,382 | $11,606 | $11,606 |
| ML 2773 LTCG | P | $2,459,771 | $933,152 | $1,526,619 | $1,526,619 |
| SCHWAB STCG | P | $119,510 | $51,963 | $67,547 | $67,547 |
| SCHWAB LTCG | P | $486,475 | $351,595 | $134,880 | $134,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,087,942 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $79,153 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,274 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,274 | SubtotalAmt |
| Tax Based On Investment Income | $31,274 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,774 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $42,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $46,974 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,700 | OverpaymentAmt |
| Applied To ES Tax | $15,700 | AppliedToESTaxAmt |
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 |
| Website Address | WWW.EDDARBYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | NICK MINDEN | IndividualWithBooksNm |
| Phone | 9185822340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| BONNIE DARBY | ||||||||
| 2854 SOUTH GARY AVE | TULSA | OK | 74114 | CHAIR | 10.00 | $0 | $0 | $0 |
| BOB DARBY | ||||||||
| 2854 SOUTH GARY AVE | TULSA | OK | 74114 | DIRECTOR | 6.00 | $0 | $0 | $0 |
| NICK MINDEN | ||||||||
| 2940 N TOLEDO AVE | TULSA | OK | 74115 | SECRETARY | 4.00 | $0 | $0 | $0 |
| BOBBY DARBY | ||||||||
| 2121 EAST 30TH ST | TULSA | OK | 74114 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| RYAN DARBY | ||||||||
| 2807 SOUTH FLORENCE AVE | TULSA | OK | 74114 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,312,507 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,754,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,066,851 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $22,066,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $331,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,735,848 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,086,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,086,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,274 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,274 | TotalTaxAmt |
| Distributable Before Adj | $1,055,518 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,055,518 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,055,518 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $828,575 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $828,575 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,055,518 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $19,640 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $61,119 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $80,759 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $828,575 | QualifyingDistributionsAmt |
| Applied To Current Year | $828,575 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $80,759 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $80,759 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $146,184 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALEX PASCHAL - ED DARBY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | ALEX@EDDARBYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | FOR INFORMATION ABOUT HOW TO APPLY FOR A GRANT FROM THE ED DARBY FOUNDATION, GO TO: HTTPS://WWW.EDDARBYFOUNDATION.ORG/GRANTS?RQ=GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATIONS ARE REVIEWED QUARTERLY. GO TO THE WEBSITE TO SEE THE UPCOMING DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ED DARBY FOUNDATION IS SPECIFICALLY FOCUSED ON SUPPORTING EDUCATION AND OPPORTUNITIES FOR STUDENTS IN THE NORTH TULSA COMMUNITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIKE CLUBHUMBLE SONS BIKE COMPANY | ||||||
| 1613 W LINCOLN PL | BROKEN ARROW | OK | 74012 | PC | PROVIDE BICYCLES FOR CHILDREN | $50,000 |
| CAP TULSA | ||||||
| 5330 E 31ST ST 300 | TULSA | OK | 74135 | PC | SUPPORT FOR EARLY CHILDHOOD DEVELOP | $5,000 |
| CATHOLIC CHARITIES | ||||||
| 2450 N HARVARD AVE | TULSA | OK | 74115 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $25,000 |
| COMMUNITY FOOD BANK OF EASTERN OK | ||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $125,000 |
| FOOD ON THE MOVE | ||||||
| PO BOX 1626 | TULSA | OK | 74103 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $80,000 |
| GAINING GROUND | ||||||
| 9801 S HOUSTON | JENKS | OK | 74037 | PC | SUPPORT FOR CHILDREN'S LITERACY | $4,000 |
| HARMONY PROJECT | ||||||
| 406 S BOULDER AVE 660 | TULSA | OK | 74103 | PC | YOUTH MUSIC PROGRAMS | $7,000 |
| JOHN HOPE FRANKLIN ELEMENTARY | ||||||
| 5402 MLK JR BLVD | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO STUDENTS | $16,562 |
| KIPP | ||||||
| 1661 E VIRGIN ST | TULSA | OK | 74106 | PC | PROVIDE SUPPORT TO STUDENTS | $1,259 |
| MCCLAIN HIGH SCHOOL | ||||||
| 4929 N PEORIA AVE | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO STUDENTS | $3,931 |
| MODUS | ||||||
| 1519 S HARVARD AVE | TULSA | OK | 74112 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $5,000 |
| MONROE DEMONSTRATION ACADEMY | ||||||
| 2010 E 48TH ST N | TULSA | OK | 74130 | PC | PROVIDE SUPPORT TO STUDENTS | $29,537 |
| NEW HOPE OKLAHOMA | ||||||
| 4122 W 55TH PL | TULSA | OK | 74107 | PC | OUT-OF-SCHOOL YOUTH SERVICES | $10,000 |
| TULSA AIR AND SPACE MUSEUM | ||||||
| 3624 N 74TH E AVE | TULSA | OK | 74115 | PC | SCIENCE BASED YOUTH DEVELOPMENT PROG | $25,000 |
| TULSA AREA UNITED WAY | ||||||
| 1430 S BOULDER AVE | TULSA | OK | 74119 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $12,000 |
| TULSA CHANGEMAKERS | ||||||
| 1151 S ELGIN AVE | TULSA | OK | 74120 | PC | YOUTH DEVELOPMENT PROGRAMS | $15,000 |
| TULSA CHILDREN'S MUSEUM | ||||||
| 560 N MAYBELLE AVE | TULSA | OK | 74127 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $50,000 |
| TULSA DEBATE LEAGUE | ||||||
| 4003 E 51ST ST | TULSA | OK | 74135 | PC | SUPPORT FOR YOUTH DEBATE PROGRAMS | $20,000 |
| TULSA DREAM CENTER | ||||||
| 200 W 46TH ST N | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $20,000 |
| TULSA LEGACY | ||||||
| 105 E 63RD | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO STUDENTS | $936 |
| TULSA SCHOOL OF ARTS SCIENCE | ||||||
| 1202 W EASTON ST | TULSA | OK | 74127 | PC | PROVIDE SUPPORT TO STUDENTS | $491 |
| TULSA STREET SCHOOL | ||||||
| 1135 S YALE AVE | TULSA | OK | 74112 | PC | PROVIDE SUPPORT TO HIGH SCHOOL YOUTH | $10,654 |
| UNITY LEARNING ACADEMY | ||||||
| 2137 N PITTSBURG AVE | TULSA | OK | 74115 | PC | PROVIDE SUPPORT TO STUDENTS | $16,948 |
| WILL ROGERS SCHOOLS | ||||||
| 3909 E 5TH PL | TULSA | OK | 74112 | PC | PROVIDE SUPPORT TO STUDENTS | $4,888 |
| FOUNDATION FOR TULSA SCHOOLS | ||||||
| 3027 S NEW HAVEN AVE | TULSA | OK | 74114 | PC | LEARNING DIRECTOR & STUDENT SUPPORT | $139,200 |
| CITY YEAR TULSA | ||||||
| 15 E 5TH ST SUITE 1621 | TULSA | OK | 74103 | PC | SUPPORT FOR STUDENT DEVELOPMENT | $25,000 |
| MARTHA'S FOUNDATION | ||||||
| 6462 S 32ND WEST AVE | TULSA | OK | 74132 | PC | SUPPORT FOR TEEN MOTHERS | $5,000 |
| OPSRC-TEACHING LEADING INST | ||||||
| 309 NW 13TH ST STE 103 | OKLAHOMA CITY | OK | 73103 | PC | PROFESSIONAL DEVELOPMENT FOR TEACHER | $25,000 |
| TULSA FAB LAB | ||||||
| 501 S LEWIS AVE | TULSA | OK | 74104 | PC | SUPPORT FOR COMMUNITY INNOVATION | $2,500 |
| CASCIA HALL PREPARATORY SCHOOL | ||||||
| 2520 S YORKTOWN AVE | TULSA | OK | 74114 | PC | PROVIDE SUPPORT TO STUDENTS | $30,000 |
| DREXEL ACADEMY | ||||||
| 1 W 36TH ST N 3 | TULSA | OK | 74106 | PC | SUPPORT HOLISTIC EDUCATION FOR PREK- | $7,500 |
| TCC | ||||||
| 3727 E APACHE ST | TULSA | OK | 74115 | PC | PROVIDE SUPPORT TO STUDENTS | $675 |
| CARVER SCHOOL | ||||||
| 624 E OKLAHOMA PL | TULSA | OK | 74106 | PC | PROVIDE SUPPORT TO STUDENTS | $1,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $774,197 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $588 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,087,942 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTP - LAZARD LTD 98-043784 | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,214 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,348,120 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,348,120 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| NICK MINDEN | |||||||
| 1 | 4321 N WALNUT AVE | BROKEN ARROW | OK | 74012 | $7,674 | Yes (X) | Yes (X) |
| BOB BONNIE DARBY | |||||||
| 2 | 2883 S FLORENCE AVE | TULSA | OK | 74114 | $20,351 | Yes (X) | |
| RYAN DARBY | |||||||
| 3 | 2807 S FLORENCE AVE | TULSA | OK | 74114 | $140,109 | Yes (X) | |
| BOBBY DARBY | |||||||
| 4 | 2121 E 30TH ST | TULSA | OK | 74114 | $134,069 | Yes (X) | |
| EDWARD LEE DARBY RVOC TRUST | |||||||
| 5 | 2940 N TOLEDO AVE | TULSA | OK | 74115 | $48,665 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $6,574 | 2021-11-30 |
| 2 | PUBLICLY TRADED SECURITIES | $20,351 | 2021-12-15 |
| 3 | PUBLICLY TRADED SECURITIES | $140,109 | 2021-12-16 |
| 4 | PUBLICLY TRADED SECURITIES | $96,619 | 2021-11-02 |
| 4 | PUBLICLY TRADED SECURITIES | $37,450 | 2021-12-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,850 | Amt |
| Net Investment Income | $1,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,925 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $13,736,531 | EOYBookValueAmt |
| EOYFMV | $22,490,833 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BUSINESS MEALS | $869 | $869 | |
| FEES | $79 | $79 | |
| INSURANCE | $1,050 | $1,050 | |
| MEMBERSHIP | $379 | $379 | |
| OFFICE EXPENSE | $5,112 | $5,112 | |
| POSTAGE & PRINTING | $183 | $183 | |
| PTP - LAZARD LTD 98-0437848 | $6 | $6 | |
| SUPPLIES | $8,099 | $8,099 | |
| TECHNOLOGY | $515 | $515 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTP - LAZARD LTD 98-0437848 | Desc |
| Revenue And Expenses Per Books | $1,214 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,214 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $36,193 | $36,193 |
| INVESTMENT ADVISORY FEES | $44,942 | $44,942 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $4,105 | $4,105 |
| PAYROLL TAXES |