ED DARBY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ED DARBY FOUNDATION INC (EIN 46-3570793)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-30
- IRS object ID
- 202112429349101126
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-30T15:43:00-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731479528 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHERINGTON & FIELDS CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8905 S YALE AVE STE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741373553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463570793 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ED DARBY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDDA | BusinessNameControlTxt |
| Phone | 9185822340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICK MINDEN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9185822340 | PhoneNum |
| Signature | 2021-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NICK | PersonFirstNm |
| Person Last | MINDEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUZANNE M CAROLLA CPA | PreparerPersonNm |
| PTIN | P00569339 | PTIN |
| Phone | 9184961248 | PhoneNum |
| Preparation | 2021-08-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $20,492,767 | 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 | $447,141 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,391 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,391 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $221,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$20,995 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,758,675 | GrossSalesPriceAmt |
| Total Rev And Expnss | $651,562 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $225,416 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $61,999 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $14,979 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $47,020 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,546 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,546 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,479 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,357 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,122 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $547 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $547 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,210 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,764 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,446 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,381 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $57,935 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $827,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $827,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $972,791 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $885,345 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$321,229 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,579,442 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,280,862 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,280,862 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,670,668 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,648,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,211,905 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $13,250,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,928,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,492,767 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,250,110 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,928,881 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,250,110 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,928,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,250,110 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,928,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,250,110 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$321,229 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,928,881 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,928,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| STCL - SEE MERRILL LYNCH STMT | P | $236,454 | $267,374 | -$30,920 | -$30,920 | ||
| LTCG - SEE MERRILL LYNCH STMT | P | $798,522 | $675,502 | $123,020 | $123,020 | ||
| 3,000 ISHARES SILVER TR | P | $282 | $238 | $44 | $44 | 2008-02-04 | 2020-12-31 |
| 865 FORESCOUT TECHNOLOGIES INC | P | $25,085 | $27,392 | -$2,307 | -$2,307 | 2019-10-23 | 2020-08-19 |
| 549 FORESCOUT TECHNOLOGIES INC | P | $15,921 | $18,429 | -$2,508 | -$2,508 | 2019-05-07 | 2020-08-19 |
| STCL - SEE SCHWAB STMT | P | $197,656 | $221,634 | -$23,978 | -$23,978 | ||
| LTCL - SEE SCHWAB STMT | P | $481,336 | $569,101 | -$87,765 | -$87,765 | ||
| WELLS FARGO SECURITIES LITIGATION | P | $395 | $395 | $395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$20,995 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$57,205 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,918 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,918 | SubtotalAmt |
| Tax Based On Investment Income | $1,918 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,692 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,692 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,774 | OverpaymentAmt |
| Applied To ES Tax | $4,774 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.EDDARBYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | NICK MINDEN | IndividualWithBooksNm |
| Phone | 9185822340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BONNIE DARBY | ||||||||
| 2854 SOUTH GARY AVE | TULSA | OK | 74114 | CHAIR | 10.00 | $0 | $0 | $0 |
| BOB DARBY | ||||||||
| 2854 SOUTH GARY AVE | TULSA | OK | 74114 | DIRECTOR | 6.00 | $0 | $0 | $0 |
| NICK MINDEN | ||||||||
| 2940 N TOLEDO AVE | TULSA | OK | 74115 | SECRETARY | 4.00 | $0 | $0 | $0 |
| BOBBY DARBY | ||||||||
| 2121 EAST 30TH ST | TULSA | OK | 74114 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| RYAN DARBY | ||||||||
| 2807 SOUTH FLORENCE AVE | TULSA | OK | 74114 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,948,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,825,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,774,490 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,774,490 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $251,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,522,873 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $826,144 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $826,144 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,918 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,918 | TotalTaxAmt |
| Distributable Before Adj | $824,226 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $824,226 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $824,226 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $885,345 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $885,345 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $885,345 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $824,226 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $19,640 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $19,640 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $885,345 | QualifyingDistributionsAmt |
| Applied To Current Year | $824,226 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $61,119 | RemainingDistriFromCorpusAmt |
| Total Corpus | $80,759 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $80,759 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $19,640 | ExcessFromYear2Amt |
| Excess From Current Year | $61,119 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALEX PASCHAL - ED DARBY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | ALEX@EDDARBYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | FOR INFORMATION ABOUT HOW TO APPLY FOR A GRANT FROM THE ED DARBY FOUNDATION, GO TO: HTTPS://WWW.EDDARBYFOUNDATION.ORG/GRANTS?RQ=GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATIONS ARE REVIEWED QUARTERLY. GO TO THE WEBSITE TO SEE THE UPCOMING DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ED DARBY FOUNDATION IS SPECIFICALLY FOCUSED ON SUPPORTING EDUCATION AND OPPORTUNITIES FOR STUDENTS IN THE NORTH TULSA COMMUNITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 100 BLACK MEN | ||||||
| 121 N GREENWOOD AVE | TULSA | OK | 74106 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $4,000 |
| ALL SOULS PARTNERS IN EDUCATION | ||||||
| 2952 S PEORIA AVE | TULSA | OK | 74114 | PC | PARTNERS IN EDUCATION PROGRAM | $10,000 |
| ASSISTANCE LEAGUE | ||||||
| 5350 E 31ST ST | TULSA | OK | 74135 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $10,000 |
| BIKE CLUBHUMBLE SONS BIKE COMPANY | ||||||
| 1613 W LINCOLN PL | BROKEN ARROW | OK | 74012 | PC | PROVIDE BICYCLES FOR CHILDREN | $30,000 |
| CAP TULSA | ||||||
| 5330 E 31ST ST 300 | TULSA | OK | 74135 | PC | SUPPORT FOR EARLY CHILDHOOD DEVELOP | $5,000 |
| CATHOLIC CHARITIES | ||||||
| 2450 N HARVARD AVE | TULSA | OK | 74115 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $15,000 |
| COMMUNITY FOOD BANK OF EASTERN OK | ||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $140,000 |
| FOOD ON THE MOVE | ||||||
| PO BOX 1626 | TULSA | OK | 74103 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $10,000 |
| FOUNDATION FOR TULSA SCHOOLS | ||||||
| 3027 S NEW HAVEN AVE | TULSA | OK | 74114 | PC | PROVIDE STUDENT AND FAMILY SUPPORT | $64,200 |
| GAINING GROUND | ||||||
| 9801 S HOUSTON | JENKS | OK | 74037 | PC | SUPPORT FOR CHILDREN'S LITERACY | $120,000 |
| GLOBAL GARDENS | ||||||
| PO BOX 52034 | TULSA | OK | 74152 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $50,000 |
| HARMONY PROJECT | ||||||
| 406 S BOULDER AVE 660 | TULSA | OK | 74103 | PC | YOUTH MUSIC PROGRAMS | $3,000 |
| JOHN HOPE FRANKLIN ELEMENTARY | ||||||
| 5402 MLK JR BLVD | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $17,280 |
| KIPP | ||||||
| 1661 E VIRGIN ST | TULSA | OK | 74106 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $834 |
| MCCLAIN HIGH SCHOOL | ||||||
| 4929 N PEORIA AVE | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $2,502 |
| MONROE DEMONSTRATION ACADEMY | ||||||
| 2010 E 48TH ST N | TULSA | OK | 74130 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $22,394 |
| PHOENIX RISING ALT SCHOOL FDN | ||||||
| 3441 E ARCHER ST | TULSA | OK | 74115 | PC | PROVIDE SUPPORT TO HIGH SCHOOL YOUTH | $3,000 |
| SALVATION ARMY-MABEE RED SHIELD CEN | ||||||
| 1231 N HARVARD AVE | TULSA | OK | 74115 | PC | AFTER SCHOOL YOUTH PROGRAMS | $5,000 |
| THE OPPORTUNITY PROJECT | ||||||
| 907 S DETROIT SUITE 620 | TULSA | OK | 74120 | PC | YOUTH DEVELOPMENT PROGRAMS | $40,000 |
| TULSA AIR AND SPACE MUSEUM | ||||||
| 3624 N 74TH E AVE | TULSA | OK | 74115 | PC | SCIENCE BASED YOUTH DEVELOPMENT PROG | $10,000 |
| TULSA AREA UNITED WAY | ||||||
| 1430 S BOULDER AVE | TULSA | OK | 74119 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $12,000 |
| TULSA BOTANIC GARDEN | ||||||
| 3900 TULSA BOTANIC DR | TULSA | OK | 74127 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $7,675 |
| TULSA CHANGEMAKERS | ||||||
| 1151 S ELGIN AVE | TULSA | OK | 74120 | PC | YOUTH DEVELOPMENT PROGRAMS | $30,000 |
| TULSA CHILDREN'S MUSEUM | ||||||
| 560 N MAYBELLE AVE | TULSA | OK | 74127 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $100,000 |
| TULSA DEBATE LEAGUE | ||||||
| 4003 E 51ST ST | TULSA | OK | 74135 | PC | SUPPORT FOR YOUTH DEBATE PROGRAMS | $15,000 |
| TULSA DREAM CENTER | ||||||
| 200 W 46TH ST N | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $25,000 |
| TULSA HUB | ||||||
| 601 W 3RD ST | TULSA | OK | 74127 | PC | PROVIDE BICYCLES FOR CHILDREN | $40,000 |
| TULSA LEGACY | ||||||
| 105 E 63RD | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $834 |
| TULSA REGIONAL STEM ALLIANCE | ||||||
| 907 S DETROIT AVE 600 | TULSA | OK | 74120 | PC | SCIENCE BASED YOUTH DEVELOPMENT PROG | $5,000 |
| TULSA SCHOOL OF ARTS SCIENCE | ||||||
| 1202 W EASTON ST | TULSA | OK | 74127 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $834 |
| TULSA STREET SCHOOL | ||||||
| 1135 S YALE AVE | TULSA | OK | 74112 | PC | PROVIDE SUPPORT TO HIGH SCHOOL YOUTH | $10,834 |
| UNITY LEARNING ACADEMY | ||||||
| 2137 N PITTSBURG AVE | TULSA | OK | 74115 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $14,687 |
| WILL ROGERS SCHOOLS | ||||||
| 3909 E 5TH PL | TULSA | OK | 74112 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $3,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $827,410 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GAINING GROUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9801 S HOUSTON | AddressLine1Txt |
| City | JENKS | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT FOR CHILDREN'S LITERACY | GrantOrContributionPurposeTxt |
| Amt | $120,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $120,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,391 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,025 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$20,995 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $204,421 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,421 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| NICK MINDEN | ||||||
| 1 | 4321 N WALNUT AVE | BROKEN ARROW | OK | 74012 | $7,157 | Yes (X) |
| BOB BONNIE DARBY | ||||||
| 2 | 2883 S FLORENCE AVE | TULSA | OK | 74114 | $23,924 | Yes (X) |
| RYAN DARBY | ||||||
| 3 | 2807 S FLORENCE AVE | TULSA | OK | 74114 | $127,255 | Yes (X) |
| BOBBY DARBY | ||||||
| 4 | 2121 E 30TH ST | TULSA | OK | 74114 | $127,255 | Yes (X) |
| EDWARD LEE DARBY RVOC TRUST | ||||||
| 5 | 2940 N TOLEDO AVE | TULSA | OK | 74115 | $155,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $7,600 | Amt |
| Net Investment Income | $3,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $11,648,019 | EOYBookValueAmt |
| EOYFMV | $19,211,905 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| FEES | $2,049 | $512 | $1,537 |
| INSURANCE | $2,183 | $546 | $1,637 |
| INVESTMENT EXPENSE | $282 | $282 | |
| MILEAGE | $280 | $70 | $210 |
| OFFICE EXPENSE | $961 | $240 | $721 |
| OTHER EXPENSE | $164 | $41 | $123 |
| TECHNOLOGY | $291 | $73 | $218 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT ADVISORY FEES | $26,223 | $26,223 |
| INVESTMENT ADVISORY FEES | $36,323 | $36,323 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $3,673 | $3,673 | |
| PAYROLL TAXES | $2,806 | $684 | $2,122 |