LOVE MEYER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LOVE MEYER FAMILY FOUNDATION (EIN 47-2760549)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202103159349101610
- Schema version
- 2020v4.1
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T09:15:00-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 2021-11-11 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $12,681,261 | 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 | $515,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $204,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,362 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,005,779 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,265,494 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,005,779 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,725,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,210,141 | 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 |
| Legal Fees Rev And Expnss | $1,199 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,199 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $43,917 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,917 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $59 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $59 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,458 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,633 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,527,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,527,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,579,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,527,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $145,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,157,508 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,240 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $204,834 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $204,834 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,025,569 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,800,333 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,848,680 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,284,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,627,747 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,143,809 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,289,167 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,681,261 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $10,143,809 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,289,167 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,143,809 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,289,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,143,809 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,289,167 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,143,809 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $145,358 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,289,167 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,289,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (104 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| UNILEVER N V-NY SHARES | 2019-05-29 | 2020-02-28 | $4,182 | $4,828 | -$646 | -$646 | |
| UNILEVER N V-NY SHARES | 2019-05-29 | 2020-03-09 | $6,933 | $7,786 | -$853 | -$853 | |
| UNILEVER N V-NY SHARES | 2019-05-29 | 2020-03-16 | $12,568 | $17,261 | -$4,693 | -$4,693 | |
| BRIGHT HORIZONS FAMILY SOLUT COM | 2020-01-01 | 2020-03-19 | $34,175 | $70,772 | -$36,597 | -$36,597 | |
| BERKSHIRE HATHAWAY INC-CL B | 2019-12-17 | 2020-05-13 | $85,114 | $113,695 | -$28,581 | -$28,581 | |
| BROWN-FORMAN CORP CLASS B COMMON | 2019-07-31 | 2020-05-26 | $10,420 | $8,940 | $1,480 | $1,480 | |
| UNILEVER N V-NY SHARES | 2020-01-01 | 2020-05-26 | $3,434 | $4,282 | -$848 | -$848 | |
| AO SMITH CORP COM STK | 2020-01-01 | 2020-06-09 | $19,829 | $18,992 | $837 | $837 | |
| BAXTER INTK INC | 2020-03-19 | 2020-08-04 | $6,053 | $5,865 | $188 | $188 | |
| COSTCO WHOLESALE CORP | 2020-01-01 | 2020-08-04 | $4,611 | $3,991 | $620 | $620 | |
| ARTHUR J GALLAGHER & CO | 2020-01-01 | 2020-08-04 | $11,742 | $10,544 | $1,198 | $1,198 | |
| MASTERCARD INCORPORATED | 2020-03-06 | 2020-08-04 | $12,486 | $11,389 | $1,097 | $1,097 | |
| NESTLE S A SPONS ADR | 2019-12-17 | 2020-08-04 | $148,201 | $132,076 | $16,125 | $16,125 | |
| NIKE INC CL B | 2020-03-05 | 2020-08-04 | $6,511 | $6,098 | $413 | $413 | |
| WASTE MANAGEMENT INC | 2019-12-17 | 2020-08-04 | $6,396 | $6,676 | -$280 | -$280 | |
| ZOETIS INC COM STK | 2019-12-17 | 2020-08-04 | $13,376 | $10,988 | $2,388 | $2,388 | |
| BOOKING HOLDINGS INC COM STK | 2020-01-01 | 2020-09-11 | $30,315 | $32,120 | -$1,805 | -$1,805 | |
| WASTE MANAGEMENT INC | 2019-12-17 | 2020-10-29 | $29,198 | $30,665 | -$1,467 | -$1,467 | |
| BBH LIMITED DURATION FUND CL I | 2020-01-01 | 2020-12-01 | $200,000 | $198,885 | $1,115 | $1,115 | |
| CELANESE CORP COM STK | 2020-03-12 | 2020-12-01 | $14,251 | $7,932 | $6,319 | $6,319 | |
| COSTCO WHOLESALE CORP | 2020-02-28 | 2020-12-01 | $8,067 | $5,939 | $2,128 | $2,128 | |
| ARTHUR J GALLAGHER & CO | 2019-12-04 | 2020-12-01 | $14,777 | $11,736 | $3,041 | $3,041 | |
| MASTERCARD INCORPORATED | 2020-01-01 | 2020-12-01 | $30,227 | $25,136 | $5,091 | $5,091 | |
| NESTLE S A SPONS ADR | 2019-12-17 | 2020-12-01 | $62,249 | $58,724 | $3,525 | $3,525 | |
| NIKE INC CL B | 2020-01-01 | 2020-12-01 | $28,769 | $18,732 | $10,037 | $10,037 | |
| ZOETIS INC COM STK | 2019-12-17 | 2020-12-01 | $43,472 | $33,975 | $9,497 | $9,497 | |
| COMCAST CORP CL A | 2017-02-07 | 2020-02-28 | $7,501 | $7,112 | $389 | $389 | |
| COMCAST CORP CL A | 2019-01-01 | 2020-02-28 | $78,169 | $71,627 | $6,542 | $6,542 | |
| U S BANKCORP | 2019-01-01 | 2020-02-28 | $15,683 | $16,639 | -$956 | -$956 | |
| COMCAST CORP CL A | 2015-07-13 | 2020-03-04 | $15,951 | $12,088 | $3,863 | $3,863 | |
| ORACLE CORP | 2015-07-13 | 2020-03-06 | $27,888 | $24,006 | $3,882 | $3,882 | |
| NOVARTIS AG-ADR | 2015-07-13 | 2020-03-09 | $7,303 | $8,147 | -$844 | -$844 | |
| U S BANKCORP | 2019-01-01 | 2020-03-09 | $39,599 | $47,216 | -$7,617 | -$7,617 | |
| U S BANKCORP | 2019-01-01 | 2020-03-10 | $21,667 | $25,585 | -$3,918 | -$3,918 | |
| U S BANKCORP | 2019-01-01 | 2020-03-12 | $29,519 | $40,280 | -$10,761 | -$10,761 | |
| COMCAST CORP CL A | 2015-07-13 | 2020-03-13 | $9,241 | $8,155 | $1,086 | $1,086 | |
| ORACLE CORP | 2015-07-13 | 2020-03-13 | $9,058 | $8,124 | $934 | $934 | |
| ALPHABET INC CL C | 2019-03-15 | 2020-03-16 | $31,509 | $33,170 | -$1,661 | -$1,661 | |
| COMCAST CORP CL A | 2015-07-13 | 2020-03-25 | $19,405 | $18,388 | $1,017 | $1,017 | |
| BERKSHIRE HATHAWAY INC-CL B | 2015-07-13 | 2020-05-13 | $44,089 | $36,511 | $7,578 | $7,578 | |
| COMCAST CORP CL A | 2015-07-13 | 2020-05-13 | $10,881 | $10,041 | $840 | $840 | |
| DOLLAR GENERAL CORP COM STK | 2018-09-07 | 2020-05-13 | $26,350 | $16,086 | $10,264 | $10,264 | |
| LONGLEAF PARTNERS SMALL CAP FD | 2019-01-01 | 2020-05-14 | $232,513 | $440,460 | -$207,947 | -$207,947 | |
| COPART INC COM STK | 2019-01-01 | 2020-05-21 | $11,859 | $7,193 | $4,666 | $4,666 | |
| UNILEVER N V-NY SHARES | 2015-07-13 | 2020-05-26 | $5,756 | $5,246 | $510 | $510 | |
| LINDE PLC COM STK | 2019-01-01 | 2020-06-09 | $33,256 | $25,735 | $7,521 | $7,521 | |
| UNILEVER N V-NY SHARES | 2019-01-01 | 2020-07-09 | $23,983 | $20,324 | $3,659 | $3,659 | |
| AKRE FOCUS FUND-SUPRA INST | 2019-01-01 | 2020-07-29 | $1,575,197 | $764,804 | $810,393 | $810,393 | |
| ALPHABET INC CL C | 2019-01-01 | 2020-08-04 | $22,180 | $14,525 | $7,655 | $7,655 | |
| BERKSHIRE HATHAWAY INC-CL B | 2015-07-13 | 2020-08-04 | $15,691 | $11,137 | $4,554 | $4,554 | |
| BROWN-FORMAN CORP CLASS B COMMON | 2019-01-01 | 2020-08-04 | $9,114 | $7,228 | $1,886 | $1,886 | |
| COMCAST CORP CL A | 2015-07-13 | 2020-08-04 | $6,793 | $5,085 | $1,708 | $1,708 | |
| COPART INC COM STK | 2019-01-01 | 2020-08-04 | $13,600 | $7,471 | $6,129 | $6,129 | |
| DIAGEO PLC-SPONSORED ADR | 2015-07-13 | 2020-08-04 | $8,940 | $7,523 | $1,417 | $1,417 | |
| DOLLAR GENERAL CORP COM STK | 2019-01-01 | 2020-08-04 | $8,293 | $4,718 | $3,575 | $3,575 | |
| NOVARTIS AG-ADR | 2015-07-13 | 2020-08-04 | $7,767 | $8,513 | -$746 | -$746 | |
| ORACLE CORP | 2015-07-13 | 2020-08-04 | $14,224 | $10,358 | $3,866 | $3,866 | |
| HENRY SCHEIN INC COM STK | 2017-02-07 | 2020-08-04 | $8,116 | $7,635 | $481 | $481 | |
| ALLEGION PLC-COM STK | 2019-01-01 | 2020-08-04 | $7,890 | $7,485 | $405 | $405 | |
| PERRIGO CO PLC COM STK | 2019-01-01 | 2020-08-04 | $5,042 | $11,937 | -$6,895 | -$6,895 | |
| ALCON INC COM STK | 2015-07-13 | 2020-08-04 | $10,717 | $11,140 | -$423 | -$423 | |
| ALPHABET INC CL C | 2015-07-13 | 2020-08-06 | $92,977 | $33,465 | $59,512 | $59,512 | |
| UNILEVER N V-NY SHARES | 2015-07-13 | 2020-08-06 | $10,491 | $7,848 | $2,643 | $2,643 | |
| UNILEVER N V-NY SHARES | 2015-07-13 | 2020-08-07 | $15,234 | $11,551 | $3,683 | $3,683 | |
| BROWN-FORMAN CORP CLASS B COMMON | 2019-01-01 | 2020-09-02 | $38,151 | $23,633 | $14,518 | $14,518 | |
| COPART INC COM STK | 2019-01-01 | 2020-09-04 | $46,860 | $23,669 | $23,191 | $23,191 | |
| BOOKING HOLDINGS INC COM STK | 2019-08-15 | 2020-09-11 | $12,483 | $13,237 | -$754 | -$754 | |
| ORACLE CORP | 2019-01-01 | 2020-09-11 | $66,924 | $47,322 | $19,602 | $19,602 | |
| NOVARTIS AG-ADR | 2019-01-01 | 2020-09-16 | $92,561 | $78,614 | $13,947 | $13,947 | |
| COPART INC COM STK | 2018-10-04 | 2020-09-17 | $4,071 | $2,082 | $1,989 | $1,989 | |
| DOLLAR GENERAL CORP COM STK | 2019-01-01 | 2020-09-23 | $35,955 | $18,788 | $17,167 | $17,167 | |
| COPART INC COM STK | 2018-10-04 | 2020-10-23 | $13,377 | $6,089 | $7,288 | $7,288 | |
| DOLLAR GENERAL CORP COM STK | 2018-10-03 | 2020-10-23 | $7,062 | $3,469 | $3,593 | $3,593 | |
| ORACLE CORP | 2015-07-13 | 2020-10-23 | $13,947 | $9,464 | $4,483 | $4,483 | |
| ORACLE CORP | 2015-07-13 | 2020-10-28 | $10,419 | $7,596 | $2,823 | $2,823 | |
| WASTE MANAGEMENT INC | 2019-01-01 | 2020-10-29 | $15,407 | $7,406 | $8,001 | $8,001 | |
| ALPHABET INC CL C | 2015-07-13 | 2020-11-02 | $4,876 | $1,619 | $3,257 | $3,257 | |
| COPART INC COM STK | 2018-10-04 | 2020-11-02 | $3,396 | $1,561 | $1,835 | $1,835 | |
| DIAGEO PLC-SPONSORED ADR | 2019-01-01 | 2020-11-12 | $50,042 | $39,289 | $10,753 | $10,753 | |
| BERKSHIRE HATHAWAY INC-CL B | 2019-01-01 | 2020-12-01 | $55,328 | $33,833 | $21,495 | $21,495 | |
| CELANESE CORP COM STK | 2019-01-01 | 2020-12-01 | $19,266 | $14,417 | $4,849 | $4,849 | |
| COLOGATE PALMOLIVE CO | 2019-01-01 | 2020-12-01 | $25,547 | $19,535 | $6,012 | $6,012 | |
| COMCAST CORP CL A | 2015-07-13 | 2020-12-01 | $24,497 | $15,446 | $9,051 | $9,051 | |
| COSTCO WHOLESALE CORP | 2019-01-02 | 2020-12-01 | $10,372 | $5,512 | $4,860 | $4,860 | |
| ARTHUR J GALLAGHER & CO | 2019-01-01 | 2020-12-01 | $24,784 | $19,614 | $5,170 | $5,170 | |
| KLA CORPORATION | 2018-10-05 | 2020-12-01 | $22,898 | $8,961 | $13,937 | $13,937 | |
| MASTERCARD INCORPORATED | 2019-08-05 | 2020-12-01 | $12,227 | $9,326 | $2,901 | $2,901 | |
| HENRY SCHEIN INC COM STK | 2017-02-07 | 2020-12-01 | $26,520 | $25,895 | $625 | $625 | |
| ALLEGION PLC-COM STK | 2019-01-01 | 2020-12-01 | $28,202 | $21,853 | $6,349 | $6,349 | |
| PERRIGO CO PLC COM STK | 2019-01-01 | 2020-12-01 | $16,518 | $37,759 | -$21,241 | -$21,241 | |
| ALCON INC COM STK | 2019-01-01 | 2020-12-01 | $35,452 | $33,218 | $2,234 | $2,234 | |
| CELANESE CORP COM STK | 2015-07-13 | 2020-12-04 | $9,673 | $5,040 | $4,633 | $4,633 | |
| CELANESE CORP COM STK | 2015-07-13 | 2020-12-09 | $7,317 | $3,867 | $3,450 | $3,450 | |
| ALLEGION PLC-COM STK | 2018-08-30 | 2020-12-09 | $9,042 | $7,060 | $1,982 | $1,982 | |
| AO SMITH CORP COM STK | 2019-01-01 | 2020-12-16 | $16,968 | $14,108 | $2,860 | $2,860 | |
| AO SMITH CORP COM STK | 2019-01-01 | 2020-12-17 | $33,934 | $27,850 | $6,084 | $6,084 | |
| BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES K-1 | 2020-06-01 | 2020-12-31 | $2,535 | $2,535 | $2,535 | ||
| BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES K-1 | 2001-01-01 | 2020-12-31 | $6,178 | $6,178 | $6,178 | ||
| BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP SERIES K-1 | 2020-06-01 | 2020-12-31 | $206 | $206 | $206 | ||
| BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP SERIES K-1 | 2001-01-01 | 2020-12-31 | $8,013 | $8,013 | $8,013 | ||
| BBH WEALTH STRATEGIES LLC - CEDAR ROCK CAPITAL PARTNERS SERIES K-1 | 2001-01-01 | 2020-12-31 | $50 | $50 | $50 | ||
| BBH WEALTH STRATEGIES LLC - PORT CAPITAL SMALL CAP SERIES K-1 | 2020-06-01 | 2020-12-31 | $116 | $116 | $116 | ||
| BBH WEALTH STRATEGIES LLC - PORT CAPITAL SMALL CAP SERIES K-1 | 2001-01-01 | 2020-12-31 | $383 | $383 | $383 | ||
| CAPITAL GAINS DIVIDENDS | $73,135 | $73,135 | $73,135 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,005,779 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,089 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,089 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,089 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,053 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,553 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,464 | OverpaymentAmt |
| Applied To ES Tax | $18,464 | 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 | $9,755,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $168,146 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,923,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,923,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,775,108 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $488,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $488,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,089 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,089 | TotalTaxAmt |
| Distributable Before Adj | $472,666 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $472,666 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $472,666 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,527,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,527,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,527,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $472,666 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,741 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $140,426 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $194,011 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $310,305 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $637,755 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,342,238 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,527,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $472,666 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,054,484 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,396,722 | 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 | $59,741 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,336,981 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,426 | ExcessFromYear4Amt |
| Excess From Year3 | $194,011 | ExcessFromYear3Amt |
| Excess From Year2 | $310,305 | ExcessFromYear2Amt |
| Excess From Year1 | $637,755 | ExcessFromYear1Amt |
| Excess From Current Year | $1,054,484 | 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 (92 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 | $30,000 | |
| 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 | |
| ANNUAL CATHOLIC APPEAL | ||||||||
| PO BOX 32180 | OKLAHOMA CITY | OK | 73123 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| ARCHDIOCESE OF OKC | ||||||||
| PO BOX 32180 | OKLAHOMA CITY | OK | 73123 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| 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 | $19,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC | ||||||||
| 1232 N CLASSEN BOULEVARD | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $55,000 | |
| CATHOLIC CHESS PROJECT | ||||||||
| PO BOX 4167 | CITRUS HEIGHTS | CA | 956114167 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| 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 | $6,000 | |
| CHARITY WATER | ||||||||
| 40 WORTH STREET SUITE 300 | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CITY CARE INC | ||||||||
| 2400 GENERAL PERSHING BLVD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| CITY RESCUE MISSION | ||||||||
| 800 W CALIFORNIA | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CLEATS FOR KIDS | ||||||||
| 720 W WILSHIRE BLVD SUITE 120 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| CATHOLIC MEDICAL MISSION BOARD | ||||||||
| 100 WALL STREET FLOOR 9 | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CROSS CATHOLIC OUTREACH | ||||||||
| 2700 N MILITARY TRAIL SUITE 240 PO | BOCA RATON | FL | 334273908 | N/A | PC | GENERAL SUPPORT | $30,000 | BOX 273908 |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 212013443 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| DEACONESS PREGNANCY AND ADOPTION | ||||||||
| 7101 NW EXPRESSWAY SUITE 325 | OKLAHOMA CITY | OK | 73132 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| DONORSCHOOSEORG | ||||||||
| 134 W 37TH ST 11 FL | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $20,150 | |
| DRESS FOR SUCCESS OKC | ||||||||
| 133 W MAIN ST STE 102 | OKLAHOMA CITY | OK | 73102 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| EVIDENCE ACTION | ||||||||
| PO BOX 65480 | WASHINGTON | DC | 200355480 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| FIELDS & FUTURES FOUNDATION | ||||||||
| 7001 NW 164TH | EDMOND | OK | 73013 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FIRST SERVE OKC FOUNDATION | ||||||||
| 7301 N BROADWAY EXT SUITE 225 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FONKOZE USA | ||||||||
| 1718 CONNECTICUT AVENUE NW STE 201 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| FOSTERING SWEET DREAMS FOUNDATION | ||||||||
| 529 W EDMOND RD | EDMOND | OK | 73003 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| 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 | $20,000 | |
| GOOD SHEPHERD CLINIC | ||||||||
| 222 NW 12TH ST | OKLAHOMA CITY | OK | 73103 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| GRANT FOUNDATION INC | ||||||||
| PO BOX 110091 | PITTSBURGH | PA | 15232 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| HANDS TOGETHER | ||||||||
| PO BOX 80985 | SPRINGFIELD | MA | 01138 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| HEALTH ALLIANCE FOR THE UNINSURED | ||||||||
| 3000 UNITED FOUNDERS BLVD SUITE 244 | OKLAHOMA CITY | OK | 73112 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| 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 | $25,000 | |
| 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 | $20,000 | |
| HOUSE OF HEALING INC | ||||||||
| PO BOX 852092 | YUKON | OK | 73085 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| INFANT CRISIS SERVICES INC | ||||||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| INNOCENCE PROJECT | ||||||||
| 800 N HARVEY AVE | OKLAHOMA CITY | OK | 73102 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| INSTITUTE FOR CHILD ADVOCACY | ||||||||
| 2915 N CLASSEN STE 320 | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| JESUS HOUSE | ||||||||
| PO BOX 60369 1335 W SHERIDAN | OKLAHOMA CITY | OK | 73146 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| KIND CAMPAIGN | ||||||||
| 10350 SANTA MONICA BLVD SUITE 130 | LOS ANGELES | CA | 90025 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| KIPP OKC | ||||||||
| PO BOX 776 | OKLAHOMA CITY | OK | 73101 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| LIFE CHANGE ACADEMY | ||||||||
| 4509 TAMARISK DRIVE | OKLAHOMA CITY | OK | 73142 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| LIVING GOODS | ||||||||
| 220 HALLECK ST SUITE 200 | SAN FRANCISCO | CA | 94129 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| MISSION OKC | ||||||||
| PO BOX 14511 | OKLAHOMA CITY | OK | 73113 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| MISSION SHAWNEE | ||||||||
| PO BOX 1223 | SHAWNEE | OK | 748021223 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| 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 | $3,000 | |
| NEIGHBORHOOD SERVICES ORGANIZATION | ||||||||
| 431 SW 11TH ST | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| NEWVIEW OKLAHOMA INC | ||||||||
| 501 NORTH DOUGLAS AVENUE | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NORTHCARE | ||||||||
| 2617 GENERAL PERSHING BLVD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| OK MESSAGES PROJECT | ||||||||
| PO BOX 8073 | EDMOND | OK | 73083 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| OKC BEAUTIFUL | ||||||||
| 3535 NORTH CLASSEN BOULEVARD | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| OKC COMMUNITY COLLEGE FOUNDATION | ||||||||
| 7777 SOUTH MAY AVENUE | OKLAHOMA CITY | OK | 73159 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OKC POLICE ATHLETIC LEAGUE | ||||||||
| 3816 S ROBINSON | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| 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 | $20,000 | |
| PARENT PROMISE | ||||||||
| 4323 NW 63RD SUITE 200 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET SUITE 1400 | BOSTON | MA | 021998190 | 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 | $10,000 | |
| 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 | $10,000 | |
| REGIONAL FOOD BANK OF OKLAHOMA | ||||||||
| 3355 S PURDUE PO BOX 270968 | OKLAHOMA CITY | OK | 731370968 | N/A | PC | GENERAL SUPPORT | $40,000 | |
| REMERGE OF OKLAHOMA COUNTY INC | ||||||||
| PO BOX 2845 | OKLAHOMA CITY | OK | 73101 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| RESTORE OKC | ||||||||
| 2222 NE 27TH STREET | OKLAHOMA CITY | OK | 73111 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| 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 | $10,000 | |
| SPUR KITCHEN FOUNDATION | ||||||||
| 3100 CARLTON WAY | OKLAHOMA CITY | OK | 73120 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| 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 | $10,000 | |
| THE CART HOUSE | ||||||||
| 318 N CHOCTAW | EL RENO | OK | 73078 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE CARE CENTER | ||||||||
| 1403 ASHTON PLACE | OKLAHOMA CITY | OK | 73117 | N/A | PC | GENERAL SUPPORT | $34,500 | |
| 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 | $20,000 | |
| 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 | $10,000 | |
| THE SALVATION ARMY BOYS AND GIRLS CLUB | ||||||||
| 1001 N PENN AVE | OKLAHOMA CITY | OK | 731076411 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE UNIVERSITY OF OKLAHOMA FOUNDATION | ||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 730190685 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| UNITED WAY OF CENTRAL OKLAHOMA | ||||||||
| PO BOX 248919 | OKLAHOMA CITY | OK | 731248919 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| UPWARD TRANSITIONS | ||||||||
| 1134 W MAIN STREET | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| VARIETY CARE FOUNDATION INC | ||||||||
| 3000 N GRAND BOULEVARD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| VILLAGE ENTERPRISE | ||||||||
| 751 LAUREL STREET PMB 222 | SAN CARLOS | CA | 94070 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| WATER 4 INC | ||||||||
| 2405 NW 10TH STREET | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| WHAT IF FOUNDATION | ||||||||
| 1569 SOLANO AVENUE 192 | BERKELEY | CA | 94707 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| WORLD BOOK BANK INC | ||||||||
| 5915 NW 23RD STREET | OKLAHOMA CITY | OK | 73127 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| YOUTH & FAMILY SERVICES INC | ||||||||
| PO BOX 1207 | EL RENO | OK | 730361207 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| ZANA AFRICA | ||||||||
| 2450 VIRGINIA AVE NW SITE E309 | WASHINGTON | DC | 20037 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,527,150 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204,362 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,005,779 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,210,141 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,210,141 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOHN M MEYER | ||||||
| 1 | PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | $257,500 | Yes (X) |
| JENNIFER L MEYER | ||||||
| 2 | PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | $257,500 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 122897.84 SHS/UNITS BBH INCOME FUND-I | $1,250,000 | $1,305,175 |
| 2235 SHS/UNITS AO SMITH CORP COM STK | $39,040 | $48,242 |
| 5102 SHS/UNITS ALCON INC COM STK | $75,426 | $94,944 |
| 96 SHS/UNITS ALPHABET INC CAP STK CL C | $51,817 | $168,180 |
| 31 SHS/UNITS AMAZON.COM INC | $97,993 | $100,964 |
| 877 SHS/UNITS ARTHUR J GALLAGHER & CO | $79,630 | $108,494 |
| 22 SHS/UNITS BOOKING HOLDINGS INC COM STK | $39,674 | $49,000 |
| 963 SHS/UNITS BROWN-FORMAN CORP CLASS B COMMON STOCK | $44,097 | $76,491 |
| 769 SHS/UNITS COLGATE PALMOLIVE CO | $48,300 | $65,757 |
| 123 SHS/UNITS COSTCO WHOLESALE CORP | $25,110 | $46,344 |
| 259 SHS/UNITS DOLLAR GENERAL CORP COM STK | $27,098 | $54,468 |
| 2216 SHS/UNITS COPART INC CO STK | $44,394 | $113,889 |
| 546 SHS/UNITS ALLEGION PLC-COM STK | $44,614 | $63,543 |
| 233 SHS/UNITS KLA-TENCOR CORP | $22,940 | $60,326 |
| 470 SHS/UNITS LINDE PLC COM STK | $76,513 | $123,850 |
| 57250.40 SHS/UNITS ALPS SERIES TRUST CLARKSTON PTRS FUND FOUNDERS | $625,060 | $855,894 |
| 163151.51 SHS/UNITS BBH LIMITED DURATION FUND CLASS I | $1,662,984 | $1,683,724 |
| 113832.29 SHS/UNITS BBH PARTNER FUND INTL EQUITY CL I | $1,670,962 | $2,297,136 |
| 622 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B | $87,683 | $144,223 |
| 527 SHS/UNITS CELANESE CORP DEL COM SER A | $36,387 | $68,478 |
| 1246 SHS/UNITS COMCAST CORP NEW CL A | $39,846 | $65,290 |
| 458 SHS/UNITS DIAGEO PLC-SPONSORED ADR | $54,124 | $72,735 |
| 267099.01 SHS/UNITS BBH US GOVERNMENT MONEY MARKET | $270,090 | $270,090 |
| 1053 SHS/UNITS HENRY SCHEIN INC | $64,936 | $70,404 |
| 323 SHS/UNITS MASTERCARD INCORPORATED | $81,759 | $115,292 |
| 1442 SHS/UNITS NESTLE S A SPONSORED ADR | $128,235 | $169,868 |
| 544 SHS/UNITS NIKE INC CL B | $42,406 | $76,960 |
| 1344 SHS/UNITS ORACLE CORP COM | $54,593 | $86,943 |
| 880 SHS/UNITS PERRIGO CO PLC SHS | $72,496 | $39,354 |
| 135000 SHS/UNITS VALLEY FORGE LARGE CAP EQUITY | $135,000 | $135,000 |
| 933 SHS/UNITS WASTE MANAGEMENT INC | $18,087 | $44,460 |
| 695 SHS/UNITS ZOETIS INC COM STK | $63,951 | $115,023 |
| 498 SHS/UNITS STARBUCKS CORP | $45,405 | $53,276 |
| 792 SHS/UNITS PROGRESSIVE CORP OHIO | $58,178 | $78,313 |
| 837 SHS/UNITS BAXTER INTL INC | $62,978 | $67,161 |
| 105 SHS/UNITS THERMO FISHER SCIENTIFIC INC | $45,746 | $48,907 |
| 683 SHS/UNITS GRACO INC COMMON STOCK | $18,393 | $19,390 |
| 227 SHS/UNITS VISA INC CL A | $44,388 | $49,652 |
| 41305.86 SHS/UNITS GQG EMERG MKTS EQ-INST | $450,000 | $741,440 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 684489.03 SHS/UNITS ALTAROCK PARTNERS SERIES | AT COST | $606,529 | $684,489 |
| 1120954.48 SHS/UNITS BARES MID/LARGE CAP SERIES | AT COST | $906,231 | $1,120,953 |
| 617570.24 SHS/UNITS CEDAR ROCK PARTNERS SERIES | AT COST | $600,830 | $617,570 |
| 204734.52 SHS/UNITS PORT CAPITAL SMALL CAP SERIES | AT COST | $170,410 | $204,735 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECRETARY OF STATE | $144 | $144 | $0 |
| LEGAL FEES | $1,055 | $1,055 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BBH INVESTMENTS FEES | $37,991 | $37,991 | $0 |
| BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES K-1 | $2,509 | $2,509 | $0 |
| BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP SERIES K-1 | $2,243 | $2,243 | $0 |
| BBH WEALTH STRATEGIES LLC - CEDAR ROCK CAPITAL PARTNERS SERIES K-1 | $497 | $497 | $0 |
| BBH WEALTH STRATEGIES LLC - PORT CAPITAL SMALL CAP SERIES K-1 | $677 | $677 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BBH INVESTMENTS FOREIGN TAX | $7,348 | $7,348 | $0 |
| BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES K-1 | $78 | $78 | $0 |
| BBH WEALTH STRATEGIES LLC - CEDAR ROCK CAPITAL PARTNERS SERIES K-1 | $32 | $32 | $0 |