LOVE MEYER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LOVE MEYER FAMILY FOUNDATION (EIN 47-2760549)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349105519
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T13:54:50-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472760549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVE MEYER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOVE | BusinessNameControlTxt |
| Phone | 4054638939 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 24540 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SPENCER W HAINES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4054638939 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SPENCER | PersonFirstNm |
| Person Last | HAINES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $14,154,282 | 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 | $2,104,195 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $223,837 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $223,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,079,490 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,247,409 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,079,490 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,407,534 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,303,339 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $63,124 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,124 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $58 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $58 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,300 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $50 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $50 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200,525 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $297,557 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,532 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,020,107 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,020,107 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,317,664 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,532 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,020,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,089,870 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,234,807 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $204,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $253,154 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $253,154 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,800,333 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,011,189 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,011,189 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,284,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,889,939 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,889,939 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,289,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,154,282 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,154,282 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $382,776 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $382,776 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,289,167 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,771,506 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,289,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,771,506 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,289,167 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,154,282 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,289,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,089,870 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,392,469 | OtherIncreasesAmt |
| Subtotal | $13,771,506 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,771,506 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BBH LIMITED DURATION FUND CL I | 2020-07-29 | 2021-04-06 | $102,304 | $101,115 | $1,189 | $1,189 | |
| BBH PARTNER FUND - INTERNATIONAL EQUITY | 2001-01-01 | 2021-01-06 | $400,000 | $294,772 | $105,228 | $105,228 | |
| CELANESE CORP COM STK | 2001-01-01 | 2021-01-06 | $25,288 | $12,704 | $12,584 | $12,584 | |
| COMCAST CORP CL A | 2001-01-01 | 2021-01-06 | $26,641 | $16,917 | $9,724 | $9,724 | |
| AO SMITH CORP COM STK | 2001-01-01 | 2021-01-06 | $2,305 | $1,848 | $457 | $457 | |
| ALLEGION PLC-COM STK | 2001-01-01 | 2021-01-06 | $22,679 | $16,085 | $6,594 | $6,594 | |
| KLA CORPORATION | 2001-01-01 | 2021-01-14 | $38,650 | $12,523 | $26,127 | $26,127 | |
| PERRIGO CO PLC COM STK | 2001-01-01 | 2021-01-14 | $28,248 | $54,053 | -$25,805 | -$25,805 | |
| PERRIGO CO PLC COM STK | 2001-01-01 | 2021-01-15 | $10,930 | $18,443 | -$7,513 | -$7,513 | |
| ALLEGION PLC-COM STK | 2018-06-13 | 2021-01-28 | $8,780 | $6,430 | $2,350 | $2,350 | |
| ALPHABET INC CL C | 2001-01-01 | 2021-02-05 | $71,155 | $18,352 | $52,803 | $52,803 | |
| COMCAST CORP CL A | 2015-07-13 | 2021-02-05 | $5,561 | $3,486 | $2,075 | $2,075 | |
| DIAGEO PLC-SPONSORED ADR | 2001-01-01 | 2021-02-05 | $30,148 | $22,093 | $8,055 | $8,055 | |
| KLA CORPORATION | 2018-10-09 | 2021-02-05 | $4,036 | $1,386 | $2,650 | $2,650 | |
| ALLEGION PLC-COM STK | 2018-06-13 | 2021-02-05 | $5,228 | $3,744 | $1,484 | $1,484 | |
| ALLEGION PLC-COM STK | 2018-06-13 | 2021-02-16 | $4,314 | $3,174 | $1,140 | $1,140 | |
| ALLEGION PLC-COM STK | 2001-01-01 | 2021-02-19 | $4,349 | $3,226 | $1,123 | $1,123 | |
| HENRY SCHEIN INC COM STK | 2017-02-07 | 2021-02-25 | $37,901 | $38,620 | -$719 | -$719 | |
| ALLEGION PLC-COM STK | 2018-06-19 | 2021-02-26 | $4,243 | $3,129 | $1,114 | $1,114 | |
| HENRY SCHEIN INC COM STK | 2001-01-01 | 2021-03-02 | $8,231 | $7,882 | $349 | $349 | |
| ALLEGION PLC-COM STK | 2018-06-19 | 2021-03-03 | $4,375 | $3,129 | $1,246 | $1,246 | |
| ALLEGION PLC-COM STK | 2018-06-19 | 2021-03-05 | $4,157 | $2,969 | $1,188 | $1,188 | |
| ALLEGION PLC-COM STK | 2018-06-19 | 2002-03-05 | $3,825 | $2,728 | $1,097 | $1,097 | |
| BERKSHIRE HATHAWAY INC-CL B | 2001-01-01 | 2021-03-12 | $56,208 | $30,450 | $25,758 | $25,758 | |
| COMCAST CORP CL A | 2015-07-13 | 2021-03-12 | $4,795 | $2,686 | $2,109 | $2,109 | |
| HENRY SCHEIN INC COM STK | 2016-10-31 | 2021-03-15 | $4,454 | $3,808 | $646 | $646 | |
| HENRY SCHEIN INC COM STK | 2016-10-31 | 2021-03-18 | $3,941 | $3,398 | $543 | $543 | |
| HENRY SCHEIN INC COM STK | 2016-10-31 | 2021-03-19 | $3,285 | $2,871 | $414 | $414 | |
| HENRY SCHEIN INC COM STK | 2016-10-31 | 2021-03-22 | $2,524 | $2,226 | $298 | $298 | |
| HENRY SCHEIN INC COM STK | 2001-01-01 | 2021-03-26 | $7,096 | $6,130 | $966 | $966 | |
| BBH LIMITED DURATION FUND CL I | 2001-01-01 | 2021-04-06 | $1,097,696 | $1,083,008 | $14,688 | $14,688 | |
| AO SMITH CORP COM STK | 2019-08-07 | 2021-04-26 | $5,977 | $3,966 | $2,011 | $2,011 | |
| KLA CORPORATION | 2001-01-01 | 2021-06-14 | $131,656 | $40,385 | $91,271 | $91,271 | |
| NESTLE S A SPONS ADR | 2019-12-17 | 2021-06-14 | $42,511 | $35,361 | $7,150 | $7,150 | |
| WASTE MANAGEMENT INC | 2001-01-01 | 2021-06-14 | $23,966 | $8,252 | $15,714 | $15,714 | |
| ZOETIS INC COM STK | 2001-01-01 | 2021-06-14 | $279,882 | $97,881 | $182,001 | $182,001 | |
| DIAGEO PLC-SPONSORED ADR | 2015-07-13 | 2021-06-15 | $8,201 | $5,016 | $3,185 | $3,185 | |
| ORACLE CORP | 2001-01-01 | 2021-07-12 | $57,089 | $26,565 | $30,524 | $30,524 | |
| ALPHABET INC CL C | 2001-01-01 | 2021-08-11 | $231,153 | $65,372 | $165,781 | $165,781 | |
| ORACLE CORP | 2015-07-13 | 2021-08-11 | $12,333 | $5,565 | $6,768 | $6,768 | |
| AO SMITH CORP COM STK | 2001-01-01 | 2021-08-11 | $13,520 | $8,468 | $5,052 | $5,052 | |
| DIAGEO PLC-SPONSORED ADR | 2015-07-13 | 2021-09-24 | $11,399 | $7,165 | $4,234 | $4,234 | |
| COMCAST CORP CL A | 2015-07-13 | 2021-10-20 | $28,585 | $16,757 | $11,828 | $11,828 | |
| ORACLE CORP | 2015-07-13 | 2021-10-20 | $8,052 | $3,371 | $4,681 | $4,681 | |
| GQG PART EMERG MKTS EQ-INST | 2018-11-20 | 2021-11-12 | $10,000 | $6,033 | $3,967 | $3,967 | |
| CLARKSTON SERIES TRUST CLARKSTON PARTNER | 2016-06-30 | 2021-11-12 | $10,000 | $6,678 | $3,322 | $3,322 | |
| NESTLE S A SPONS ADR | 2019-12-17 | 2021-11-12 | $1,876 | $1,473 | $403 | $403 | |
| WASTE MANAGEMENT INC | 2015-07-13 | 2021-11-12 | $2,770 | $816 | $1,954 | $1,954 | |
| ZOETIS INC COM STK | 2016-02-05 | 2021-11-12 | $5,411 | $1,021 | $4,390 | $4,390 | |
| VISA INC-CL.A SHARES 03/01/2022 | 2001-01-01 | 2021-11-15 | $48,251 | $44,389 | $3,862 | $3,862 | |
| CAPITAL GAINS DIVIDENDS | $281,430 | $281,430 | $281,430 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,079,490 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,164 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,164 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,464 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,464 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,300 | OverpaymentAmt |
| Applied To ES Tax | $23,300 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4054638939 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10601 N PENNSYLVANIA AVENUE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN M MEYER | ||||||||
| PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | PRESIDENT / DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER LOVE MEYER | ||||||||
| PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | VICE-PRESIDENT / DIRECTOR | 0.00 | $0 | $0 | $0 |
| SPENCER W HAINES | ||||||||
| PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | TREASURER | 0.00 | $0 | $0 | $0 |
| DOUGLAS J STUSSI | ||||||||
| PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,549,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $349,697 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,899,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,899,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,490 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,750,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $487,542 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $487,542 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,164 | TotalTaxAmt |
| Distributable Before Adj | $470,378 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $470,378 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $470,378 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,020,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,020,107 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $470,378 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $140,426 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $194,011 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $310,305 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $637,755 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,054,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,336,981 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,020,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $470,378 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,549,729 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,886,710 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $140,426 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,746,284 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $194,011 | ExcessFromYear4Amt |
| Excess From Year3 | $310,305 | ExcessFromYear3Amt |
| Excess From Year2 | $637,755 | ExcessFromYear2Amt |
| Excess From Year1 | $1,054,484 | ExcessFromYear1Amt |
| Excess From Current Year | $1,549,729 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN M MEYER | ContributingManagerNm |
| Contributing Manager | JENNIFER LOVE MEYER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGAINST MALARIA FOUNDATION | ||||||||
| 310 W 20TH ST SUITE 300 | KANSAS CITY | MO | 64108 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| AID TO THE CHURCH IN NEED | ||||||||
| 725 LEONARD STREET PO BOX 220384 | BROOKLYN | NY | 112220384 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| ANNA'S HOUSE FOUNDATION | ||||||||
| 3001 EAST MEMORIAL ROAD SUITE 200 | EDMOND | OK | 73013 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| BISHOP KELLEY HIGH SCHOOL | ||||||||
| 3905 SOUTH HUDSON AVENUE | TULSA | OK | 741355699 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| CALM WATERS | ||||||||
| 4334 NW EXPRESSWAY STE 101 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC | ||||||||
| 1232 N CLASSEN BOULEVARD | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $90,000 | |
| CATHOLIC CHESS PROJECT | ||||||||
| PO BOX 4167 | CITRUS HEIGHTS | CA | 956114167 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CATHOLIC MEDICAL MISSION BOARD | ||||||||
| 100 WALL STREET FLOOR 9 | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 212013443 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| CENTER OF FAMILY LOVE | ||||||||
| PO BOX 245 | OKARCHE | OK | 73762 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CENTRAL OK CAMP & CONFERENCE CENTER | ||||||||
| 1 TWIN CEDAR LN | GUTHERIE | OK | 73044 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CHARITY WATER | ||||||||
| 40 WORTH STREET SUITE 300 | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $51,000 | |
| CITY CARE INC | ||||||||
| 2400 GENERAL PERSHING BLVD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CITY RESCUE MISSION | ||||||||
| 800 W CALIFORNIA | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| CLEATS FOR KIDS | ||||||||
| 720 W WILSHIRE BLVD SUITE 120 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CROSS CATHOLIC OUTREACH | ||||||||
| 2700 N MILITARY TRAIL SUITE 240 PO | BOCA RATON | FL | 334273908 | N/A | PC | GENERAL SUPPORT | $25,000 | BOX 273908 |
| DEACONESS PREGNANCY AND ADOPTION | ||||||||
| 7101 NW EXPRESSWAY SUITE 325 | OKLAHOMA CITY | OK | 73132 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| DONORSCHOOSEORG | ||||||||
| 134 W 37TH ST 11 FL | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $29,857 | |
| DRESS FOR SUCCESS OKC | ||||||||
| 133 W MAIN ST STE 102 | OKLAHOMA CITY | OK | 73102 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FIELDS & FUTURES FOUNDATION | ||||||||
| 7001 NW 164TH | EDMOND | OK | 73013 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| FONKOZE USA | ||||||||
| 1718 CONNECTICUT AVENUE NW STE 201 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| FOSTERING SWEET DREAMS FOUNDATION | ||||||||
| 529 W EDMOND RD | EDMOND | OK | 73003 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| GIRL SCOUTS OF WESTERN OK | ||||||||
| 6100 NORTH ROBINSON AVENUE | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| GIVE DIRECTLY | ||||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| GOOD SHEPHERD CLINIC | ||||||||
| 222 NW 12TH ST | OKLAHOMA CITY | OK | 73103 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| THE GRANT FOUNDATION INC | ||||||||
| PO BOX 110091 | PITTSBURGH | PA | 15232 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| HEARTS FOR HEARING | ||||||||
| 11500 N PORTLAND AVE | OKLAHOMA CITY | OK | 73120 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| HELEN KELLER INTERNATIONAL | ||||||||
| ONE DAG HAMMARSKJOLD PLAZA FLOOR 2 | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| HOPE CHEST MINISTRIES INC | ||||||||
| PO BOX 850322 | YUKON | OK | 73085 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| HOPE FOR HAITI | ||||||||
| 1021 5TH AVENUE NORTH | NAPLES | FL | 34102 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| HOUSE OF HEALING INC | ||||||||
| PO BOX 852092 | YUKON | OK | 73085 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| INFANT CRISIS SERVICES INC | ||||||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| INSTITUTE FOR CHILD ADVOCACY | ||||||||
| 2915 N CLASSEN STE 320 | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| JESUS HOUSE | ||||||||
| PO BOX 60369 1335 W SHERIDAN | OKLAHOMA CITY | OK | 73146 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| LIVING GOODS | ||||||||
| 220 HALLECK ST SUITE 200 | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| MISSION OKC | ||||||||
| PO BOX 14511 | OKLAHOMA CITY | OK | 73113 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| MISSION SHAWNEE | ||||||||
| PO BOX 1223 | SHAWNEE | OK | 748021223 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| MOUNT ST MARY CATHOLIC HIGH SCHOOL | ||||||||
| 2801 SOUTH SHARTEL AVENUE | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| MY HEART'S APPEAL | ||||||||
| 5909 NORTHWEST EXPY SUITE 224 | OKLAHOMA CITY | OK | 73132 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NEIGHBORHOOD SERVICES ORGANIZATION | ||||||||
| 431 SW 11TH ST | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| NEWVIEW OKLAHOMA INC | ||||||||
| 501 NORTH DOUGLAS AVENUE | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| NORTHCARE | ||||||||
| 2617 GENERAL PERSHING BLVD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| OK MESSAGES PROJECT | ||||||||
| PO BOX 8073 | EDMOND | OK | 73083 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OKC BEAUTIFUL | ||||||||
| 3535 NORTH CLASSEN BOULEVARD | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| OKC POLICE ATHLETIC LEAGUE | ||||||||
| 3816 S ROBINSON | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| OKLAHOMA CENTER FOR NON PROFITS | ||||||||
| 5330 EAST 31ST STREET SUITE 200 | TULSA | OK | 74135 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| OKLAHOMA CITY BALLEY | ||||||||
| 6800 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| PALOMAR | ||||||||
| 1140 HUDSON | OKLAHOMA CITY | OK | 73103 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| PARENT PROMISE | ||||||||
| 4323 NW 63RD SUITE 200 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| PEPPERS RANCH | ||||||||
| PO BOX 3814 | EDMOND | OK | 73083 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| PIVOT INC | ||||||||
| 201 NE 50TH STREET | OKLAHOMA CITY | OK | 73105 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| POSITIVE TOMORROWS | ||||||||
| PO BOX 61190 | OKLAHOMA CITY | OK | 73146 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| PUTNAM CITY SCHOOLS FOUNDATION | ||||||||
| 5401 NW 40TH ST | OKLAHOMA CITY | OK | 73122 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| REACH OUT AND READ | ||||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| REGIONAL FOOD BANK OF OKLAHOMA | ||||||||
| 3355 S PURDUE PO BOX 270968 | OKLAHOMA CITY | OK | 731370968 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| REMERGE OF OKLAHOMA COUNTY INC | ||||||||
| PO BOX 2845 | OKLAHOMA CITY | OK | 73101 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| SANTA FE FAMILY LIFE CENTER | ||||||||
| 6300 N SANTA FE AVENUE | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| SKYLINE URBAN MINISTRY | ||||||||
| 500 SE 15TH STREET | OKLAHOMA CITY | OK | 73129 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| SUNBEAM FAMILY SERVICES INC | ||||||||
| 1100 NW 14TH ST | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| TEEM | ||||||||
| 1501 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| THE CARE CENTER | ||||||||
| 1403 ASHTON PLACE | OKLAHOMA CITY | OK | 73117 | N/A | PC | GENERAL SUPPORT | $75,000 | |
| THE CHILDREN'S CENTER | ||||||||
| 6800 NW 39TH EXPRESSWAY | BETHANY | OK | 73008 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| THE END FUND | ||||||||
| 2 PARK AVENUE 18TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| THE FOUNDATION FOR OKC PUBLIC SCHOOLS | ||||||||
| 431 WEST MAIN STREET STE E | OKLAHOMA CITY | OK | 73102 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| THE HOMELESS ALLIANCE | ||||||||
| 1724 NW 4TH | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| UPWARD TRANSITIONS | ||||||||
| 1134 W MAIN STREET | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $60,000 | |
| VARIETY CARE FOUNDATION INC | ||||||||
| 3000 N GRAND BOULEVARD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| VILLAGE ENTERPRISE | ||||||||
| 751 LAUREL STREET PMB 222 | SAN CARLOS | CA | 94070 | N/A | PC | GENERAL SUPPORT | $40,000 | |
| WATER 4 INC | ||||||||
| 2405 NW 10TH STREET | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $57,750 | |
| WHAT IF FOUNDATION | ||||||||
| 1569 SOLANO AVENUE 192 | BERKELEY | CA | 94707 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| YOUTH & FAMILY SERVICES INC | ||||||||
| PO BOX 1207 | EL RENO | OK | 730361207 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| A CHANCE TO CHANGE | ||||||||
| 2113 WEST BRITTON RD | THE VILLAGE | OK | 73120 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CASA OF OKLAHOMA COUNTY INC | ||||||||
| 1608 NW EXPRESSWAY STE 101 | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| ALLY'S HOUSE | ||||||||
| PO BOX 722767 | NORMAN | OK | 73070 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| ANGELS FOSTER FAMILY NETWORK OKC INC | ||||||||
| PO BOX 31746 | EDMOND | OK | 73003 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| CATHOLIC FOUNDATION OF OKLAHOMA | ||||||||
| 7501 NORTHWEST EXPRESSWAY | OKLAHOMA CITY | OK | 73132 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CENTRAL OKLAHOMA HABITAT FOR HUMANITY | ||||||||
| 5005 SOUTH I-35 SERVICE ROAD | OKLAHOMA CITY | OK | 73129 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| CHRISTO REY OKC CATHOLIC HIGH SCHOOL | ||||||||
| 900 N PORTLAND | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| FAMILY BUILDERS | ||||||||
| 2104 NW 23RD STREET SUITE 5 | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| FOCUS ON HOME | ||||||||
| 6608 N WESTERN AVE 202 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA | ||||||||
| 316 S/ BLACKWELDER AVE | OKLAHOMA CITY | OK | 73108 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| HARDING FINE ARTS ACADEMY FOUNDATION | ||||||||
| 3333 N SHARTEL AVE | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| JEREMIAH HOUSE INC | ||||||||
| 343016 E 980 | CHANDLER | OK | 74834 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| OKLAHOMA CASA ASSOCIATION INC | ||||||||
| PO BOX 54946 | OKLAHOMA CITY | OK | 73154 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OKLAHOMA INTERVIEWING SERVICES INC | ||||||||
| PO BOX 96587 | OKLAHOMA CITY | OK | 73143 | N/A | PC | GENERAL SUPPORT | $6,000 | |
| CHILDREN'S MIRACLE NETWORK HOSPITALS | ||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| PROJECT SAFE | ||||||||
| 313 N UNION PO BOX 465 | SHAWNEE | OK | 74802 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| TEEN RECOVERY SOLUTIONS INC | ||||||||
| 730 W WILSHIRE BLVD STE 105 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| SMART START CENTRAL OKLAHOMA | ||||||||
| 12201 PORTLAND AVE | OKLAHOMA CITY | OK | 73120 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| THUNDERBIRD CLUBHOUSE BOARD INC | ||||||||
| 1251 TRIAD VILLAGE DRIVE | NORMAN | OK | 73071 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WINGS SPECIAL NEEDS COMMUNITY | ||||||||
| PO BOX 2095 | EDMOND | OK | 73083 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,020,107 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $223,837 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,079,490 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,303,339 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,303,339 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM AND JUDY LOVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(3) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN M MEYER | |||||||
| 1 | PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | $1,002,097 | Yes (X) | |
| JENNIFER L MEYER | |||||||
| 2 | PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | $1,002,098 | Yes (X) | |
| GEMINI MOTOR TRANSPORT | |||||||
| 3 | PO BOX 26210 | OKLAHOMA CITY | OK | 73216 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 575 SHS/UNITS WASTE MANAGEMENT INC | $76,233 | 2021-04-08 |
| 1 | 1400 SHS/UNITS ZOETIS INC | $223,580 | 2021-04-08 |
| 1 | 349 SHS/UNITS KLA CORPORATION | $122,621 | 2021-04-08 |
| 1 | 35 SHS/UNITS GOOGLE | $79,479 | 2021-04-08 |
| 1 | 164 SHS/UNITS GOOGLE | $472,314 | 2021-12-01 |
| 1 | 166 SHS/UNITS COPART INC COM | $24,235 | 2021-12-01 |
| 1 | 25 SHS/UNITS COPART INC COM | $3,635 | 2021-12-02 |
| 2 | 575 SHS/UNITS WASTE MANAGEMENT INC | $76,233 | 2021-04-08 |
| 2 | 1400 SHS/UNITS ZOETIS INC | $223,580 | 2021-04-08 |
| 2 | 349 SHS/UNITS KLA CORPORATION | $122,621 | 2021-04-08 |
| 2 | 35 SHS/UNITS GOOGLE | $79,480 | 2021-04-08 |
| 2 | 164 SHS/UNITS GOOGLE | $472,313 | 2021-12-01 |
| 2 | 167 SHS/UNITS COPART INC COM | $24,235 | 2021-12-01 |
| 2 | 25 SHS/UNITS COPART INC COM | $3,636 | 2021-12-02 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 105 SHS/UNITS THERMO FISHER SCIENTIFIC INC | $70,060 | $70,060 |
| 1092 SHS/UNITS NESTLE S A SPONSORED ADR | $153,284 | $153,284 |
| 116 SHS/UNITS S&P GLOBAL INC COM STK | $54,744 | $54,744 |
| 122897.84 SHS/UNITS BBH INCOME FUND-I | $1,285,511 | $1,285,511 |
| 1278 SHS/UNITS COPART INC CO STK | $193,770 | $193,770 |
| 1338 SHS/UNITS WASTE MANAGEMENT INC | $223,312 | $223,312 |
| 1439 SHS/UNITS ALCON INC COM STK | $125,366 | $125,366 |
| 146 SHS/UNITS COSTCO WHOLESALE CORP | $82,884 | $82,884 |
| 159 SHS/UNITS SHERWIN WILLIAMS CO | $55,993 | $55,993 |
| 168554.73 SHS/UNITS BBH LIMITED DURATION FUND CLASS I | $1,734,428 | $1,734,428 |
| 171 SHS/UNITS DIAGEO PLC-SPONSORED ADR | $37,644 | $37,644 |
| 1944 SHS/UNITS ZOETIS INC COM STK | $474,394 | $474,394 |
| 22 SHS/UNITS BOOKING HOLDINGS INC COM STK | $52,783 | $52,783 |
| 2336.38 SHS/UNITS BRAEMONT PARTNERS SUB-TRUST | $2,336 | $2,336 |
| 259 SHS/UNITS DOLLAR GENERAL CORP COM STK | $61,080 | $61,080 |
| 31 SHS/UNITS AMAZON.COM INC | $103,365 | $103,365 |
| 323 SHS/UNITS MASTERCARD INCORPORATED | $116,060 | $116,060 |
| 355 SHS/UNITS CELANESE CORP DEL COM SER A | $59,661 | $59,661 |
| 376 SHS/UNITS ALPHABET INC CAP STK CL C | $1,087,990 | $1,087,990 |
| 384 SHS/UNITS KLA-TENCOR CORP | $165,162 | $165,162 |
| 406 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B | $121,394 | $121,394 |
| 40756.41 SHS/UNITS GQG EMERG MKTS EQ-INST | $687,153 | $687,153 |
| 422 SHS/UNITS ABBOTT LABORATORIES | $59,392 | $59,392 |
| 470 SHS/UNITS LINDE PLC COM STK | $162,822 | $162,822 |
| 470 SHS/UNITS ORACLE CORP COM | $40,989 | $40,989 |
| 498 SHS/UNITS STARBUCKS CORP | $58,251 | $58,251 |
| 506786.34 SHS/UNITS BBH US GOVERNMENT MONEY MARKET | $506,786 | $506,786 |
| 544 SHS/UNITS NIKE INC CL B | $90,668 | $90,668 |
| 551 SHS/UNITS GRACO INC COMMON STOCK | $44,422 | $44,422 |
| 563 SHS/UNITS AO SMITH CORP COM STK | $48,334 | $48,334 |
| 56638.78 SHS/UNITS ALPS SERIES TRUST CLARKSTON PTRS FUND FOUNDERS | $907,353 | $907,353 |
| 769 SHS/UNITS COLGATE PALMOLIVE CO | $65,626 | $65,626 |
| 792 SHS/UNITS PROGRESSIVE CORP OHIO | $81,299 | $81,299 |
| 837 SHS/UNITS BAXTER INTL INC | $71,848 | $71,848 |
| 877 SHS/UNITS ARTHUR J GALLAGHER & CO | $148,801 | $148,801 |
| 94205.20 SHS/UNITS BBH PARTNER FUND INTL EQUITY CL I | $1,706,056 | $1,706,056 |
| 963 SHS/UNITS BROWN-FORMAN CORP CLASS B COMMON STOCK | $70,164 | $70,164 |
| ROUNDING | $4 | $4 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 15742.42 SHS BBH REAL ESTATE ENHANCED VALUE FUND I, LP | AT COST | $15,742 | $15,742 |
| 204734.52 SHS/UNITS PORT CAPITAL SMALL CAP SERIES | AT COST | $47,762 | $47,762 |
| 41293.37 SHS/UNITS MARTELLO RE SERIES - BBH | AT COST | $41,293 | $41,293 |
| 684489.03 SHS/UNITS ALTAROCK PARTNERS SERIES | AT COST | $802,691 | $802,691 |
| 690872.96 SHS/UNITS CEDAR ROCK PARTNERS SERIES | AT COST | $690,873 | $690,873 |
| 979426.94 SHS/UNITS BARES MID/LARGE CAP SERIES | AT COST | $979,427 | $979,427 |
| BBH WEALTH STRATEGIES, LLC - VALLEY FORGE LARGE CAP EQUITY SERIES | AT COST | $312,151 | $312,151 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| UNREALIZED LOSSES | $200,168 | $0 | $0 |
| OTHER PORTFOLIO GAINS/LOSSES | $357 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BBH WEALTH STRATEGIES LLC - CEDAR ROCK CAPITAL PARTNERS SERIES K-1 | -$211 | -$211 | -$211 |
| OTHER INCOME | $223 | $223 | $223 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ADJUSTMENT | Desc |
| Amt | $2,392,469 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BBH INVESTMENT ACCRUED INCOME | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $382,776 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BBH INVESTMENTS FEES | $34,341 | $34,341 | $0 |
| BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES K-1 | $7,164 | $7,164 | $0 |
| BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP SERIES K-1 | $6,373 | $6,373 | $0 |
| BBH WEALTH STRATEGIES LLC - CEDAR ROCK CAPITAL PARTNERS SERIES K-1 | $7,321 | $7,321 | $0 |
| BBH WEALTH STRATEGIES LLC - PORT CAPITAL SMALL CAP SERIES K-1 | $1,759 | $1,759 | $0 |
| BBH WEALTH STRATEGIES LLC - MARTELLO RE SERIES | $97 | $97 | $0 |
| BBH REAL ESTATE ENHANCED VALUE FUND I, L.P | $87 | $87 | $0 |
| BBH WEALTH STRATEGIES, LLC - VALLEY FORGE LARGE CAP EQUITY SERIES | $2,795 | $2,795 | $0 |
| FEES | $3,187 | $3,187 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BBH INVESTMENTS FOREIGN TAX | $4,953 | $4,953 | $0 |
| BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES K-1 | $12 | $12 | $0 |
| BBH WEALTH STRATEGIES LLC - CEDAR ROCK CAPITAL PARTNERS SERIES K-1 | $335 | $335 | $0 |
| FEDERAL INCOME TAX | $28,500 | $0 | $0 |