KIRKPATRICK FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- KIRKPATRICK FOUNDATION INC (EIN 73-0701736)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202113169349102091
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T16:37:10-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 PARK AVE SUITE 1725 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | 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 | 730701736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRKPATRICK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIRK | BusinessNameControlTxt |
| Phone | 4056080934 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WEST WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA MCCUBBIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4056080934 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | REBECCA | PersonFirstNm |
| Person Last | MCCUBBIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN NOWAKOWSKI | PreparerPersonNm |
| PTIN | P01796934 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
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 | $83,137,667 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,566,719 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,566,719 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,618,288 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,592,905 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,618,288 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $182,445 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $182,445 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,367,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,367,452 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $229,643 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,446 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $195,197 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $350,241 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $24,692 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $324,893 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $62,550 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,591 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $57,959 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,537 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,537 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,086 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,043 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,774 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $173,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,747 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $958 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $87,970 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,818 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $23,152 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $145 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $145 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,810 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,905 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,905 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,670 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,335 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,944 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $763,566 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,259 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $697,429 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,728,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $352,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,323,748 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,382,635 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,382,635 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,111,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $352,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,706,383 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$744,106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,014,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $287,748 | CashBOYAmt |
| Cash EOY | $25,059 | CashEOYAmt |
| Cash EOYFMV | $25,059 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $12,266,032 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,269,472 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,269,472 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $145,999 | AcctRcvblAmt |
| Acct Rcvbl BOY | $174,614 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $145,999 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $145,999 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,006,970 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $506,670 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $506,670 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $55,046,886 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,612,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,612,661 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,596,633 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,317,581 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,317,581 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $123,085 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $123,085 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $166 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $67,353 | OtherAssetsBOYAmt |
| Other Assets EOY | $62,281 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,260,225 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $75,446,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,939,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $83,137,667 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $118,502 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,187 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $118,502 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,187 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $75,327,900 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $81,917,536 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $75,327,900 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,917,536 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $75,446,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,939,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $75,327,900 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$744,106 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,333,742 | OtherIncreasesAmt |
| Subtotal | $81,917,536 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $81,917,536 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $6,592,905 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,974,617 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,618,288 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,618,288 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,618,288 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,901 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,901 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,901 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,061 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $61,061 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $378 | EsPenaltyAmt |
| Overpayment | $18,782 | OverpaymentAmt |
| Applied To ES Tax | $18,782 | 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 | WWW.KIRKPATRICKFOUNDATION.COM | 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 | 4056080934 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WEST WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN K KEESEE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ROBERT CLEMENTS | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| REBECCA MCCUBBIN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LOUISA MCCUNE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | EXECUTIVE DIRECTOR | 40.00 | $203,490 | $26,153 | $0 |
| MAX WEITZENHOFFER | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| GEORGE RECORDS | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GLENNA TANENBAUM | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARK ROBERTSON | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LIZ EICKMAN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | ADVISOR | 1.00 | $0 | $0 | $0 |
| DAVID F GRIFFIN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TREASURER | 1.00 | $0 | $0 | $0 |
| ELIZABETH A FARABEE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KELLY BURLEY | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | PROGRAM OFFICER | 40.00 | $90,312 | $10,944 | $0 |
| KATHY E MCCORD | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | OFFICE MANAGER | 40.00 | $69,693 | $11,127 | $0 |
| ALANA RUIZ DE LA PENA | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | MANAGING EDITOR AT A | 40.00 | $59,173 | $18,557 | $0 |
| CHRISTINE SITZ | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | SENIOR PROGRAM OFFIC | 40.00 | $64,315 | $8,398 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED CAPITAL FINANCIAL ADVISERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 NEWPORT CENTER DRIVE SUITE 500 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $101,256 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ARTDESK IS A FREE, QUARTERLY PUBLICATION DEVOTED TO CONTEMPORARY ART, PERFORMANCE AND THOUGHT. ITS MISSION IS TO INFORM READERS ABOUT REGIONAL AND NATIONAL EVENTS, EXHIBITIONS, EDUCATION, AND PROMOTE CREATIVE LITERACY AND APPRECIATION. THIS PUBLICATION IS DISTRIBUTED WIDELY ACROSS OKLAHOMA, TEXAS, AND COLORADO. THE MAGAZINE PRINTS MORE THAN 100,000 COPIES OF EVERY ISSUE. WITH EACH ISSUE, 50,000 COPIES ARE INSERTED INTO A THURSDAY EDITION OF THE OKLAHOMAN AND A SUNDAY EDITION OF THE NEW YORK TIMES. 4,100 COPIES ARE DISTRIBUTED TO EVERY MIDDLE SCHOOL AND HIGH SCHOOL VISUAL ARTS DEPARTMENT IN OKLAHOMA CITY PUBLIC SCHOOLS AND MORE THAN 2,500 ARE MAILED TO 47 STATES. PUBLISHED BY THE KIRKPATRICK FOUNDATION, ARTDESK WILL CONTINUE ITS MISSION TO EDUCATE THE REGION ON THE CONTEMPORARY ARTS. | Description1Txt |
| Expenses1 | $545,980 | Expenses1Amt |
| Description2 | SAFE & HUMANE IS KIRKPATRICK FOUNDATION'S TWENTY-YEAR INITIATIVE TO MAKE OKLAHOMA THE SAFEST AND MOST HUMANE PLACE TO BE AN ANIMAL BY THE YEAR 2032. THE FOUNDATION'S APPROACH IS TO CONVENE, HONOR, PROMOTE, FUND, AND RESEARCH EFFORTS TO IMPROVE THE LIVES OF OKLAHOMA ANIMALS AND THE PEOPLE WHO CARE FOR THEM. THE FOUNDATION BELIEVES THAT BY MINIMIZING ANIMAL SUFFERING AND ELEVATING THE STANDARDS OF CARE, TREATMENT, AND WELFARE FOR ALL OKLAHOMA ANIMALS, THE CONDITION OF ALL OKLAHOMA CITIZENS WILL BE GREATLY IMPROVED. A KEY ELEMENT OF THE SAFE & HUMANE INITIATIVE IS THE TRIENNIAL ANIMAL CONFERENCE (HELD IN 2015, 2018, AND MOST RECENTLY ON AUGUST 27-28, 2021). | Description2Txt |
| Expenses2 | $309,103 | Expenses2Amt |
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 | $66,048,286 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,696,535 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,260,225 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,005,046 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $75,005,046 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,125,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,879,970 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,693,999 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,693,999 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,901 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,901 | TotalTaxAmt |
| Distributable Before Adj | $3,652,098 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,652,098 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,652,098 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,706,383 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,706,383 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,706,383 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,652,098 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $32,910 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $32,910 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,706,383 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,652,098 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,285 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $87,195 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $87,195 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $32,910 | ExcessFromYear2Amt |
| Excess From Current Year | $54,285 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUISA MCCUNE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 W WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4056080934 | RecipientPhoneNum |
| Recipient Email Address | LOUISA@KIRKPATRICKFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION SHOULD BE FILLED OUT ONLINE AT HTTP://KIRKPATRICKFOUNDATION.COM/APPLY-FOR-A-GRANT. SMALL GRANT APPLICATIONS HAVE NO SPECIFIC DEADLINE, BUT PLEASE ALLOW 30-45 DAYS FOR CONSIDERATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES ARE JUNE 1 AND DECEMBER 1 FOR LETTERS OF INQUIRY FOR REQUESTS OVER $10,000. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT PROPOSALS ARE CONSIDERED ONLY FROM ELIGIBLE ORGANIZATIONS WHO: - CURRENTLY QUALIFY AS A 501(C)(3) NONPROFIT ORGANIZATION ACCORDING TO THE INTERNAL REVENUE CODE. - SERVE CENTRAL OKLAHOMA, PRIMARILY THE OKLAHOMA CITY METROPOLITAN AREA, OKLAHOMA COUNTY AND SURROUNDING COUNTIES AND COMMUNITIES. - MAINTAIN CURRENT FINANCIAL RECORDS, PROVIDING A COPY OF THE OPERATIONAL BUDGET AND A STATEMENT OF FINANCIAL POSITION. - HAVE A WORKING BOARD OF DIRECTORS, AS WELL AS MANAGEMENT, GOVERNANCE, AND ACCOUNTABILITY STRUCTURES IN PLACE - PROVIDE A LIST OF BOARD MEMEBERS AND THEIR AFFILIATION - DEMONSTRATE 100 PERCENT BOARD-MEMBER GIVING; PROVIDE A THREE-YEAR STRATEGIC PLAN WE DO NOT FUND: - INDIVIDUALS - LOBBYING ORGANIZATIONS - MEDICAL AND/OR HEALTH-RELATED CAUSES - SOCIAL SERVICES - ATHLETIC PROGRAMS - CAPITAL CAMPAIGNS - ENDOWMENTS - MULTI-YEAR PROJECTS - INDIRECT COSTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (106 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A TO Z PRODUCTIONS INC | |||||||
| PO BOX 1062 | NORMAN | OK | 73070 | NONE | PC | NORMAN PHILHARMONIC 2020-2021 SEASON: MLK, JR. CELEBRATION; CHILDREN OF A COMMON MOTHER | $5,000 |
| AALIM DANCE ACADEMY INC | |||||||
| PO BOX 271757 | OKC | OK | 73137 | NONE | PC | NEW FLOORS FOR SAFE DANCING AND MOVING FORWARD WITH AALIM | $7,000 |
| ACADEMY OF CLASSICAL CHRISTIAN STUDIES INC | |||||||
| 1120 E HEFNER RD | OKC | OK | 73131 | NONE | PC | THE ACADEMY FINE ARTS EXPANSION | $25,000 |
| ALLIED ARTS FOUNDATION INC | |||||||
| 1015 N BROADWAY AVE 200 | OKC | OK | 73102 | NONE | PC | ODYSSEY HONORARIUM LEE RANALDO | $500 |
| AMERICAN ASSOCIATION OF ZOO VETERINARIANS | |||||||
| 581705 WHITE OAK RD | YULEE | FL | 32097 | NONE | PC | WILD ANIMAL HEALTH FUND (WAHF) | $4,000 |
| AMERICAN INDIAN CULTURAL CENTER FOUNDATION | |||||||
| 659 AMERICAN INDIAN BLVD | OKC | OK | 73129 | NONE | PC | FIRST AMERICANS MUSEUM | $1,000 |
| ANIMAL LEGAL DEFENSE FUND | |||||||
| 525 E COTATI AVE | COTATI | CA | 94931 | NONE | PC | ANIMAL LAW SYMPOSIUM AT OKLAHOMA CITY UNIVERSITY | $10,000 |
| ANIMAL WELLNESS FOUNDATION | |||||||
| PO BOX 9646 | MARINA DEL RAY | CA | 90295 | NONE | PC | NATIONAL LAW ENFORCEMENT COUNCIL | $50,000 |
| ARCADIA HISTORICAL & PRESERVATION SOCIETY INC | |||||||
| PO BOX 134 | ARCADIA | OK | 73007 | NONE | PC | WEBSITE IMPROVEMENTS & MAINTENANCE | $7,500 |
| ASPIRING ATTITUDES INC | |||||||
| 8014 N WESTERN AVE STE C | OKC | OK | 73114 | NONE | PC | LET'S "ALL" JUST DANCE PERFORMANCE PROGRAM | $3,500 |
| AUSTIN HARTEL DANCE COMPANY | |||||||
| 1020 WA APACHE ST | NORMAN | OK | 73069 | NONE | PC | OKLAHOMA INTERNATIONAL DANCE FESTIVAL - SUMMER 2020 | $30,000 |
| BEAUX ARTS COMMITTEE INC | |||||||
| 1127 HEMSTEAD PL | OKC | OK | 73116 | NONE | PC | 75TH ANNIVERSARY COMMEMORATIVE BOOK | $10,000 |
| BLUE SPHERE FOUNDATION | |||||||
| 888 SEVENTH AVE 30TH FL | NEW YORK | NY | 10106 | NONE | PC | ARTDESK DONATION TO SEALEGACY / CRISTINA MITTERMEIER | $500 |
| CC CAMP COMMUNITY ORGANIZATION INCORPORATED | |||||||
| PO BOX 305 | STILLWELL | OK | 74960 | NONE | PC | EAGLE HEALTH FUND | $1,000 |
| CHISHOLM TRAIL HERITAGE CENTER ASSOCIATION | |||||||
| 1001 CHISHOLM TRAIL PKWY | DUNCAN | OK | 73534 | NONE | PC | WEBSITE REDESIGN AND LIGHTING UPGRADES | $5,000 |
| CHOREGUS PRODUCTIONS INC | |||||||
| 6440 S LEWIS AVE STE 2200 | TULSA | OK | 74136 | NONE | PC | LONG RANGE PLANNING & BOARD TRAINING | $3,500 |
| CIMARRON CIRCUIT OPERA COMPANY | |||||||
| PO BOX 1085 | NORMAN | OK | 73070 | NONE | PC | VENUE RENTAL FOR OPERA THEATRE CAMP AND ADULT SUMMER OPERETTA | $19,600 |
| CLASS MATTERS INC | |||||||
| 2625 NW 114TH ST | OKC | OK | 73120 | NONE | PC | STEAM 405 MOBILE FLIGHT EXPERIENCE | $6,000 |
| COLORADO REPTILE HUMANE SOCIETY | |||||||
| 159 BLUEBIRD LN | CHAFFEE | MO | 63740 | NONE | PC | TURTLE RACE TASK FORCE: RESEARCH ON OKLAHOMA TURTLE RACES | $5,000 |
| COMMUNITIES FOUNDATION OF OKLAHOMA | |||||||
| 801 NW 63RD ST STE 200 | OKC | OK | 73116 | NONE | PC | OKC BLACK JUSTICE FUND SUPPORT | $10,000 |
| CONSORTIUM OF OKLAHOMA GEOGRAPHERS INC | |||||||
| 100 E BOYD ST RM 684 | NORMAN | OK | 73019 | NONE | PC | ENVIRONMENTAL CONSERVATION WORKSHOP FOR OKLAHOMA CITY EDUCATORS | $8,000 |
| CRISTO REY OKLAHOMA CITY CATHOLIC HIGH SCHOOL INC | |||||||
| 900 N PORTLAND AVE | OKC | OK | 73107 | NONE | PC | FINE ARTS PROGRAM | $20,000 |
| DEADCENTER FILM FESTIVAL INC | |||||||
| 701 W SHERIDAN AVE 110 | OKC | OK | 73102 | NONE | PC | 20TH ANNUAL DEADCENTER FILM FESTIVAL | $20,000 |
| DOMESTIC VIOLENCE INTERVENTION SERVICES | |||||||
| 3124 E APACHE ST | TULSA | OK | 74110 | NONE | PC | KENNEL SUPPORT: VETERINARY CARE AND BEHAVIORAL TRAINING | $5,000 |
| DOWN SYNDROME ASSOCIATION OF CENTRAL OKLAHOMA | |||||||
| 521 W WILSHIRE BLVD STE 130 | OKC | OK | 73116 | NONE | PC | DSACO THERAPY CAMP | $3,500 |
| EDMOND PUBLIC SCHOOLS FOUNDATION INC | |||||||
| 1001 W DANFORTH RD | EDMOND | OK | 73003 | NONE | PC | CLASSROOM SUPPORT & PROFESSIONAL DEVELOPMENT | $30,000 |
| EL SISTEMA OKLAHOMA | |||||||
| 3220 QUAIL SPRINGS PKWY | OKC | OK | 73134 | NONE | PC | MUSIC COMPOSITION LAB | $25,000 |
| ENID ARTS & SCIENCES FOUNDATION | |||||||
| 200 E MAPLE AVE | ENID | OK | 73701 | NONE | PC | CRITTER SAFETY FOR ALL SEASONS | $20,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FETCH FIDO A FLIGHT INC | |||||||
| PO BOX 1166 | EDMOND | OK | 73083 | NONE | PC | LIFESAVING FLIGHT TO OREGON | $3,000 |
| FREE TO LIVE INC | |||||||
| 9150 S WESTERN AVE | GUTHRIE | OK | 73044 | NONE | PC | SANCTUARY RESEARCH | $5,400 |
| FRONTIER MEDIA GROUP | |||||||
| 2121 E 26TH PL | TULSA | OK | 74114 | NONE | PC | TRAVEL & EQUIPMENT UPGRADE | $8,000 |
| GENERATION CITIZEN INC | |||||||
| 312 NE 28TH STE 105 | OKC | OK | 73105 | NONE | PC | TEACHER LEADERSHIP CADRE: DEVELOPING TEACHER LEADERS | $5,000 |
| GRADUATE THEOLOGICAL FOUNDATION | |||||||
| 116 E SHERIDAN AVE STE 207 | OKC | OK | 73104 | NONE | PC | THE CERTIFICATE IN FAITH AND ANIMAL ETHICS | $20,000 |
| GREAT EXPECTATIONS FOUNDATION INC | |||||||
| PO BOX 1710 | TAHLEQUAH | OK | 74465 | NONE | PC | PROFESSIONAL DEVELOPMENT TRAINING & INSTRUCTION COACHING/OKC PUBLIC SCHOOLS | $25,000 |
| GROUND ZERO EMERGENCY TRAINING CENTER | |||||||
| 133 24TH AVE NW STE 134 | NORMAN | OK | 73069 | NONE | PC | PROJECT SAFETY, SHADE AND SHELTER | $25,000 |
| HARDING FINE ARTS ACADEMY FOUNDATION | |||||||
| 3333 SHARTEL | OKC | OK | 73118 | NONE | PC | MASTER PLAN PROJECT[HP SUBSET] | $153,000 |
| HONORING AMERICA'S WARRIORS | |||||||
| 1301 CORNELL PKWY | OKC | OK | 73108 | NONE | PC | WOUNDED WARRIORS SERVICE DOG PROGRAM | $5,000 |
| INSTITUTE FOR ECONOMIC EMPOWERMENT OF WOMEN | |||||||
| 2709 W I 44 SERVICE RD | OKC | OK | 73112 | NONE | PC | STAFF LAPTOPS & PRINTING MATERIALS | $1,000 |
| JAZZ IN JUNE INC | |||||||
| PO BOX 2356 | NORMAN | OK | 73070 | NONE | PC | 2021 JAZZ IN JUNE FESTIVAL | $2,500 |
| KEIGWIN AND COMPANY INC | |||||||
| 129 E 70TH ST 4TH FL | NEW YORK | NY | 10021 | NONE | PC | BOLERO SENIORS | $50,000 |
| KEYSTONE ADVENTURE SCHOOL & FARM INC | |||||||
| 19201 N WESTERN | EDMOND | OK | 73012 | NONE | PC | CLEAR TO LAUNCH:SPACE STATION KEYSTONE ! | $10,000 |
| LARK MUSICAL SOCIETY INC | |||||||
| 543 ARDEN AVE | GLENDALE | CA | 91203 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LEAGUE OF WOMEN VOTERS OF OKLAHOMA | |||||||
| 720 W WILSHIRE BLVD STE 101-1 | OKC | OK | 73116 | NONE | PC | 2020 OKLAHOMA VOTER GUIDE | $35,000 |
| MOUNT ST MARY HIGH SCHOOL | |||||||
| 2801 S SHARTEL AVE | OKC | OK | 73109 | NONE | PC | K-12 STEM EDUCATIONAL OUTREACH THROUGH COMPETITIVE ROBOTICS | $25,000 |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC | |||||||
| 40 RECTOR ST 5TH FL | NEW YORK | NY | 10006 | NONE | PC | BLACK THEATRE UNITED | $2,000 |
| NAMRON PLAYERS THEATRE INC | |||||||
| PO BOX 2356 | NORMAN | OK | 73070 | NONE | PC | 2020-2021 SEASON | $2,000 |
| NEXUS EQUINE INC | |||||||
| PO BOX 54572 | OKC | OK | 73154 | NONE | PC | FARM EQUIPMENT & TACK | $10,000 |
| NORMAN ARTS AND HUMANITIES COUNCIL | |||||||
| 122 E MAIN ST | NORMAN | OK | 73069 | NONE | PC | ARTS EDUCATION & STRATEGIC PLANNING | $16,000 |
| NORTH STAR FUND INC | |||||||
| 520 EIGTH AVE STE 1800 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $1,000 |
| OKLAHOMA ARTS INSTITUTE INC | |||||||
| 111 NW 9TH ST | OKC | OK | 73102 | NONE | PC | OAI ALUMNI ENGAGEMENT INITIATIVES | $25,000 |
| OKLAHOMA AUTISM CENTER FOUNDATION | |||||||
| 3901 NW 63RD ST STE 100 | OKC | OK | 73116 | NONE | PC | OKLAHOMA DISTANCE LEARNING & SUPPORT FOR TEACHERS | $5,000 |
| OKLAHOMA CENTER FOR NONPROFITS | |||||||
| 720 W WILSHIRE STE 115 | OKC | OK | 73116 | NONE | PC | LEARNING MANAGEMENT SYSTEM LICENSING FEES; GRANT: EMERGENCY ASSISTANCE - CARES ACT EDUCATION | $20,000 |
| OKLAHOMA CITY - COUNTY HISTORICAL SOCIETY | |||||||
| PO BOX 893050 | OKC | OK | 73189 | NONE | PC | C. G. JONES MEMORIAL PLAZA | $1,500 |
| OKLAHOMA CITY COMMUNITY COLLEGE FOUNDATION | |||||||
| 7777 S MAY AVE | OKC | OK | 73159 | NONE | PC | DIGITAL CINEMA PROGRAM-FILM SOUND EDITING UPGRADES | $25,000 |
| OKLAHOMA CITY COMMUNITY FOUNDATION | |||||||
| PO BOX 1146 | OKC | OK | 73101 | NONE | PC | COVID-19 FUND | $1,000 |
| OKLAHOMA CITY COMMUNITY FOUNDATION | |||||||
| PO BOX 1146 | OKC | OK | 73101 | NONE | PC | KIRKPATRICK FOUNDATION GIFT FUND | $200,000 |
| OKLAHOMA CITY COMMUNITY FOUNDATION | |||||||
| PO BOX 1146 | OKC | OK | 73101 | NONE | PC | KIRKPATRICK FOUNDATION EXPRESS FUND - 1KFG | $470,000 |
| OKLAHOMA CITY MUSEUM OF ART | |||||||
| 415 COUCH DR | OKC | OK | 73102 | NONE | PC | 2019-2020 SEASON SUPPORT | $75,000 |
| OKLAHOMA CITY PUBLIC SCHOOLS FOUNDATION | |||||||
| 431 W MAIN ST STE E | OKC | OK | 73102 | NONE | PC | DONORS CHOOSE ARTS PROJECTS; GRANT: ADVOCACY | $60,000 |
| OKLAHOMA CITY UNIVERSITY | |||||||
| 800 N HARVEY AVE | OKC | OK | 73102 | NONE | PC | ANIMAL LAW PROGRAM, OCU SCHOOL OF LAW | $40,000 |
| OKLAHOMA CONTEMPORARY ARTS CENTER INC | |||||||
| PO BOX 3062 | OKC | OK | 73101 | NONE | PC | GENERAL SUPPORT | $500 |
| OKLAHOMA CONTEMPORARY ARTS CENTER INC | |||||||
| PO BOX 3062 | OKC | OK | 73101 | NONE | PC | A LIVESTREAM READING OF THE ODYSSEY | $10,000 |
| OKLAHOMA LARGE ANIMAL FIRST RESPONDERS INC | |||||||
| PO BOX 20061 | OKC | OK | 73156 | NONE | PC | SHELTER CARGO TRAILER & SUPPLIES | $9,260 |
| OKLAHOMA MUSIC EDUCATORS ASSOCIATION | |||||||
| 636 S BACONE ST | MUSKOGEE | OK | 74403 | NONE | PC | VIRTUAL ALL-STATE | $5,000 |
| OKLAHOMA PHILHARMONIC SOCIETY INC | |||||||
| 424 COLCORD DR STE B | OKC | OK | 73102 | NONE | PC | OKCPHILS 2020-2021 SEASON "RE-IMAGINED" | $60,000 |
| OKLAHOMA PRIMATE SANCTUARY INC | |||||||
| 2205 SW 24TH ST | NEWCASTLE | OK | 73065 | NONE | PC | HABITAT CONSTRUCTION, PHASE 1 | $25,000 |
| OKLAHOMA SCHOOL OF SCIENCE & MATHEMATICS | |||||||
| 1141 N LINCOLN BLVD | OKC | OK | 73140 | NONE | PC | FINE ARTS PROGRAM 2020-2021 | $20,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 S MONROE ST | STILLWATER | OK | 74074 | NONE | PC | KOSU ELECTION 2020: LISTENING TO OKLAHOMA | $40,000 |
| OKLAHOMA YOUTH ORCHESTRA | |||||||
| 2501 N BLACKWELDER AVE | OKC | OK | 73106 | NONE | PC | 2020 PROGRAMS SUPPORT | $30,000 |
| OKLAHOMA ZOOLOGICAL SOCIETY | |||||||
| PO BOX 18424 | OKC | OK | 73154 | NONE | PC | OZS CRITICAL NEEDS CAMPAIGN | $100,000 |
| OLDE CAPITOL HILL COUNCIL INC | |||||||
| 319 SW 25TH ST | OKC | OK | 73109 | NONE | PC | MISS FIESTAS SCHOLARSHIP PAGEANT | $1,000 |
| OPPORTUNITIES INDUSTRIALIZATION CENTER OF OKLAHOMA COUNTY INC | |||||||
| 3033 N WALNUT AVE BLDG EAST | OKC | OK | 73105 | NONE | PC | EVENING ADULT INSTRUCTOR | $10,000 |
| PEACEFUL ANIMAL ADOPTION SHELTER INC | |||||||
| 628 S WILSON ST | VINITA | OK | 74301 | NONE | PC | 2020 SPAY/NEUTER PROGRAM | $9,600 |
| PEACEFUL ANIMAL ADOPTION SHELTER INC | |||||||
| 628 S WILSON ST | VINITA | OK | 74301 | NONE | PC | IN HONOR OF MARY LOGAN WOLF | $500 |
| PETS AND PEOPLE HUMANE SOCIETY INC | |||||||
| 701 INLA AVE | YUKON | OK | 73099 | NONE | PC | FINANCIAL AUDIT, RSM | $7,175 |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PHILANTHROPY SOUTHWEST | |||||||
| 1910 PACIFIC AVE STE 13500 | DALLAS | TX | 75201 | NONE | PC | 72ND ANNUAL CONFERENCE: ROADSHOW EDITION | $5,000 |
| PONCA CITY HUMANE SOCIETY | |||||||
| 900 W PROSPECT | PONCA CITY | OK | 74601 | NONE | PC | FIX THE FERALS SPAY/NEUTER | $5,000 |
| POSITIVE TOMORROWS | |||||||
| PO BOX 61190 | OKC | OK | 73146 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PUTNAM CITY PUBLIC SCHOOLS FOUNDATION | |||||||
| 5401 NW 40TH ST | OKC | OK | 73122 | NONE | PC | PUTNAM CITY S.O.S. PROGRAM | $10,000 |
| RED DIRT RELIEF FUND | |||||||
| 1611 S UTICA AVE STE 219 | TULSA | OK | 74104 | NONE | PC | STRATEGIC PLANNING AND PROGRAM SUPPORT | $25,000 |
| REDEEMING THE FAMILY INC | |||||||
| 1409 NW 150TH ST | EDMOND | OK | 73013 | NONE | PC | OKLAHOMA MESSAGE PROJECT | $10,000 |
| SHILOH SUMMER CAMP INC | |||||||
| 440 NE 70TH ST | OKC | OK | 73105 | NONE | PC | SHILOH ART CAMP EXPERIENCE | $15,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | NONE | PC | OKLAHOMA RENEWABLE ENERGY EDUCATION PROGRAM (OREEP) COVID-19 RESPONSE | $9,600 |
| SMART START CENTRAL OKLAHOMA | |||||||
| PO BOX 21505 | OKC | OK | 73156 | NONE | PC | TAKE-HOME STEAM KITS | $25,000 |
| SOUTHERN NAZARENE UNIVERSITY | |||||||
| 6729 NW 39TH EXPRESSWAY | BETHANY | OK | 73008 | NONE | PC | ILLUMINATING CREATIVITY - SHARING SNU'S MAKER SPACE WITH THE COMMUNITY | $30,000 |
| SPRING CREEK COALITION | |||||||
| 2434 E 56TH PL | TULSA | OK | 74105 | NONE | PC | WATER QUALITY MONITORING PROGRAM | $9,950 |
| SR3 SEALIFE RESPONSE REHABILITATION AND RESEARCH | |||||||
| 2003 S 216TH ST 98811 | DES MOINES | WA | 98198 | NONE | PC | SOUTHERN RESIDENT KILLER WHALES MATCH 1 OF 2 | $10,000 |
| ST MARY'S EPISCOPAL SCHOOL | |||||||
| 505 E COVELL RD | EDMOND | OK | 73034 | NONE | PC | OUTDOOR PERFORMANCE STATE | $8,000 |
| ST FRANCIS ANIMAL RESOURCE CENTER INC | |||||||
| PO BOX 1583 | NORMAN | OK | 73069 | NONE | PC | RENTAL/STORAGE UNIT | $1,000 |
| TEEN RECOVERY SOLUTIONS INC | |||||||
| 730 W WILSHIRE BLVD STE 105 | OKC | OK | 73116 | NONE | PC | FIELD TRIPS TO EXHIBITIONS & GALLERIES;TECHNOLOGY & SUPPLIES FOR ARTS PROJECTS | $5,250 |
| THE PERFORMING ARTS STUDIO INC | |||||||
| 200 S JONES AVE | NORMAN | OK | 73069 | NONE | PC | DEPOT TV | $5,000 |
| THE SHAKESPEARE CENTER OF LOS ANGELES INC | |||||||
| 1238 W 11ST ST | LOS ANGELES | CA | 90026 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THOROUGHBRED ATHLETES INC | |||||||
| 2851 S MIDWEST BLVD | GUTHRIE | OK | 73044 | NONE | PC | ASSISTANCE WITH RESCUED HORSES | $1,500 |
| TIGERS IN AMERICA | |||||||
| 250 W 12TH ST | NEW YORK | NY | 10014 | NONE | PC | GW ZOO SHUTDOWN AND RELOCATION | $7,500 |
| TINY PAWS KITTEN RESCUE INC | |||||||
| 901 S LOWRY ST | STILLWATER | OK | 74074 | NONE | PC | EMERGENCY ASSISTANCE - KITTENS DON'T KNOW CORONA | $10,000 |
| TINY PAWS KITTEN RESCUE INC | |||||||
| 901 S LOWRY ST | STILLWATER | OK | 74074 | NONE | PC | SAFE AND SOUND ADOPTION READINESS | $10,000 |
| TRINITY SCHOOL | |||||||
| 3200 N WALKER | OKC | OK | 73118 | NONE | PC | MULTISENSORY TECHNOLOGY PILOT PROJECT | $9,000 |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE STE 600 | TULSA | OK | 74136 | NONE | PC | 501TECH: ONGOING OPERATIONS AND EXPANSION IN OKLAHOMA CITY | $20,000 |
| UNDERDOGS RESCUE INC | |||||||
| PO BOX 816 | CHOCTAW | OK | 73030 | NONE | PC | IMPROVEMENTS TO VETERINARY TRAILER | $7,500 |
| UNIVERSITY OF DENVER | |||||||
| 2199 S UNIVERSITY BLVD | DENVER | CO | 80208 | NONE | PC | INSTITUTE FOR HUMAN-ANIMAL CONNECTION - HUMANE COMMUNITIES - ANIMAL CRUELTY | $37,500 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||||
| 100 W TIMBERDELL RD RM 1 | NORMAN | OK | 73019 | NONE | PC | WHAT IS HOME?: A DIGITAL STORYTELLING PROJECT FOR OKLAHOMA HIGH SCHOOL STUDENTS | $29,800 |
| URBAN LEAGUE OF GREATER OKLAHOMA CITY INC | |||||||
| 3900 N MARTIN L KING JR AVE | OKC | OK | 73111 | NONE | PC | WILD ABOUT STREAM AFTERSCHOOL PROJECT | $30,000 |
| WILDCARE FOUNDATION | |||||||
| 7601 84TH ST | NOBLE | OK | 73068 | NONE | PC | STRENGTHENING THE FOUNDATION OF WILDCARE | $50,000 |
| WOODY GUTHRIE CENTER INC | |||||||
| 102 E RECONCILIATION WAY | TULSA | OK | 74103 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,382,635 | 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 | $1,566,719 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $182,445 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,618,288 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,367,452 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,367,452 | 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 | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $46,086 | Amt |
| Net Investment Income | $23,043 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,774 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CO DTD (500,000 8/3/23 3.7%) | $541,445 | $541,445 |
| APPLE INC DTD 02/09/2015 2.15% DUE 02/09/2022 | $510,365 | $510,365 |
| APPLE INC DTD 05/03/2013 2.40% DUE 05/03/2023 | $524,480 | $524,480 |
| BANK OF AMERICA CORP DTD (500000 7/24/23 4.1%) | $547,210 | $547,210 |
| BANK ONE MICHIGAN DTD 11/03/1994 8.25% DUE 11/01/2024 | $253,686 | $253,686 |
| EXXON MOBIL CORPORATION DTD 03/06/15 2.397% DUE 03/06/2022 | $511,200 | $511,200 |
| GENERAL ELECTRIC CO. DTD 10/09/12 2.700% DUE 10/09/22 | $521,175 | $521,175 |
| MERCK & CO INC DTD 02/10/15 2.350% DUE 02/10/22 | $511,455 | $511,455 |
| MICROSOFT CORP DTD 02/12/15 2.375% DUE 02/12/22 | $511,165 | $511,165 |
| OKLAHOMA G&E CO. DTD 08/17/18 3.800% DUE 08/15/28 | $578,690 | $578,690 |
| PNC FINANCIAL SERVICES DTD ( 500000 1/9/22 2.85%) | $523,300 | $523,300 |
| QUALCOMM INC DTD 05/20/15 3.450% DUE 05/20/25 | $278,365 | $278,365 |
| WELLS FARGO & COMPANY DTD 07/25/2016 2.10% DUE 07/26/2021 | $505,045 | $505,045 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $963,512 | $963,512 |
| ABBVIE INC. | $959,207 | $959,207 |
| ACCENTURE PLC-CL A | $1,175,445 | $1,175,445 |
| AECOM | $219,032 | $219,032 |
| ALIGN TECHNOLOGY INC. | $801,570 | $801,570 |
| ALPHABET INC-CL A | $1,314,480 | $1,314,480 |
| ALPHABET INC-CL C | $2,328,249 | $2,328,249 |
| AMAZON COMPANY, INC | $325,693 | $325,693 |
| APPLE COMPUTER INC | $4,617,612 | $4,617,612 |
| APTIV PLC | $547,218 | $547,218 |
| AT&T INC | $172,560 | $172,560 |
| CARMAX INC | $1,086,290 | $1,086,290 |
| CHEVRON CORP | $253,350 | $253,350 |
| CIGNA CORP | $192,358 | $192,358 |
| CISCO SYSTEMS INC | $895,000 | $895,000 |
| CLEARWAY ENERGY INC-C | $191,580 | $191,580 |
| CME GROUP INC | $1,183,325 | $1,183,325 |
| COMCAST CORP CLASS A | $744,080 | $744,080 |
| CONOCOPHILLIPS | $99,975 | $99,975 |
| DIAGEO SPONSORED ADR NEW | $174,691 | $174,691 |
| DISNEY CO, WALT | $1,512,853 | $1,512,853 |
| EMERSON ELECTRIC CO | $787,626 | $787,626 |
| EXXON MOBIL CORP | $226,710 | $226,710 |
| FACEBOOK INC-A | $682,900 | $682,900 |
| FISERV | $580,686 | $580,686 |
| GLAXOSMITHKLINE PLC | $184,000 | $184,000 |
| HUMANA INC | $389,757 | $389,757 |
| IHS MARKIT LTD | $1,137,326 | $1,137,326 |
| ILLINOIS TOOLS WORKS INC | $1,651,428 | $1,651,428 |
| INTEL CORP | $1,270,410 | $1,270,410 |
| INTUIT | $1,633,355 | $1,633,355 |
| INTUITIVE SURGICAL INC | $2,556,563 | $2,556,563 |
| ISHARES MSCI EAFE ETF | $1,061,568 | $1,061,568 |
| ISHARES MSCI EMERGING MARKETS ETF | $1,095,404 | $1,095,404 |
| ISHARES MSCI MIN VOL EMERG MKTS ETF | $195,456 | $195,456 |
| ISHARES RUSSELL 2000 ETF | $3,391,838 | $3,391,838 |
| JOHNSON & JOHNSON | $621,651 | $621,651 |
| JP MORGAN ALERIAN MLP INDEX | $1,277,880 | $1,277,880 |
| JP MORGAN CHASE & CO | $1,468,294 | $1,468,294 |
| KINDER MORGAN INC | $237,544 | $237,544 |
| LOWES COS INC | $642,040 | $642,040 |
| MEDTRONIC PLC | $859,456 | $859,456 |
| MICROSOFT CORP | $1,512,453 | $1,512,453 |
| MONDELEZ INTERNATIONAL INC-A | $777,651 | $777,651 |
| MSCI INC | $1,027,019 | $1,027,019 |
| NEXTERA ENERGY INC | $1,543,000 | $1,543,000 |
| NVIDIA CORP | $783,300 | $783,300 |
| PEPSICO INC | $1,260,550 | $1,260,550 |
| PFIZER INC | $268,713 | $268,713 |
| PROCTER & GAMBLE CO | $1,321,830 | $1,321,830 |
| PROLOGIS INC | $873,022 | $873,022 |
| QUALCOMM | $2,863,992 | $2,863,992 |
| ROYAL CARIBBEAN CRUISES LTD | $171,787 | $171,787 |
| SCHLUMBERGER LTD | $58,941 | $58,941 |
| STERICYCLE INC | $374,382 | $374,382 |
| TRIMBLE NAVIGATION LTD | $714,439 | $714,439 |
| U.S. BANCORP NEW | $340,107 | $340,107 |
| UNILEVER PLC | $169,008 | $169,008 |
| UNITEDHEALTH GROUP INC | $841,632 | $841,632 |
| VANGUARD INTL DIVIDEND APPREC ETF | $162,780 | $162,780 |
| VANGUARD REAL ESTATE ETF | $2,547,900 | $2,547,900 |
| VERIZON COMMUNICATIONS | $544,084 | $544,084 |
| VIATRIS INC | $16,960 | $16,960 |
| WELLS FARGO & CO | $241,440 | $241,440 |
| WISDOMTREE EMERGING MKTS S/C DVD ETF | $218,319 | $218,319 |
| XYLEM INC | $712,530 | $712,530 |
| YUM BRANDS INC | $271,400 | $271,400 |
| YUM CHINA HOLDINGS INC | $285,450 | $285,450 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $506,670 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $506,670 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,537 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,537 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART COLLECTION/OTHER | $67,216 | $62,119 | $62,119 |
| OIL & GAS MINERAL PROPERTY | $137 | $162 | $1,198,106 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAMS: ARTDESK & ANIMAL WELFARE | $663,190 | $0 | $645,737 |
| COMPUTERS | $31,247 | $15,623 | $16,325 |
| INSURANCE | $19,604 | $12,939 | $6,665 |
| BOND AMORTIZATION FEES | $11,902 | $11,902 | $0 |
| SUPPLIES | $9,139 | $4,570 | $4,592 |
| DUES, SUBSCRIPTIONS, & FEES | $6,262 | $3,131 | $3,131 |
| EQUIPMENT RENT | $6,239 | $0 | $7,090 |
| ANNUAL REPORT | $5,603 | $0 | $5,603 |
| MISCELLANEOUS | $5,501 | $0 | $5,501 |
| WEBSITE | $4,189 | $2,094 | $2,095 |
| MAINTENANCE | $562 | $0 | $562 |
| EDUCATION | $128 | $0 | $128 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTY REVENUE | $165,829 | $165,829 | $0 |
| OTHER INCOME | $16,616 | $16,616 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $7,333,742 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $125,197 | $125,197 | $0 |
| BANK FEES | $36,350 | $36,350 | $0 |
| OIL & GAS MANAGEMENT FEES | $11,200 | $11,200 | $0 |
| OTHER FEES | $958 | $0 | $958 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $27,238 | $4,086 | $23,152 |
| FEDERAL EXCISE TAXES | $27,000 | $0 | $0 |
| OIL & GAS PRODUCTION TAXES | $24,518 | $24,518 | $0 |
| FOREIGN TAXES | $9,214 | $9,214 | $0 |