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MAXINE AND JACK ZARROW FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MAXINE AND JACK ZARROW FAMILY FOUNDATION (EIN 31-6640903)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-11
IRS object ID
202131629349100918
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-11T19:49:47-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12222 SOUTH UTICA PL SUITE 200AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316640903EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAXINE AND JACK ZARROW FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAXIBusinessNameControlTxt
Phone9182958000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 SOUTH BOSTON AVENUE NO 900AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741034012ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE COCHRANPersonNm
Person TitleMANAGING DIRECTORPersonTitleTxt
Phone9182958000PhoneNum
Signature2021-05-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVEPersonFirstNm
Person LastCOCHRANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJON A OTTOPreparerPersonNm
PTINP00431485PTIN
Phone9187452333PhoneNum
Preparation2021-05-21PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$55,953,675FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$981,190DividendsRevAndExpnssAmt
Dividends Net Invst Incm$981,190DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,978,926NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,156,066GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,978,926CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,960,116TotalRevAndExpnssAmt
Total Net Invst Incm$2,960,116TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$19,576AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,788AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,788AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,800OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$900OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$900OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,160TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15,160TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$717DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$277TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$139TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$138TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$276,564OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$174,557OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$99,483OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$314,094TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$200,544TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$110,309TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,683,727ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,683,727ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,997,821TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$200,544TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,794,036TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,037,705ExcessRevenueOverExpensesAmt
Net Investment Income$2,759,572NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$57,627CashBOYAmt
Cash EOY$54,376CashEOYAmt
Cash EOYFMV$54,376CashEOYFMVAmt
Sav And Temp Cash Invst BOY$185,909SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$539,848SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$539,848SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,171,682USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,172,147USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,172,334USGovtObligationsEOYFMVAmt
Corporate Stock BOY$29,820,850CorporateStockBOYAmt
Corporate Stock EOY$28,435,842CorporateStockEOYAmt
Corporate Stock EOYFMV$51,685,358CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,500,000CorporateBondsBOYAmt
Corporate Bonds EOY$2,500,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,499,967CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$33,123LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$31,331LandBldgEquipAccumDeprecAmt
Land BOY$2,509LandBOYAmt
Land EOY$1,792LandEOYAmt
Land EOYFMV$1,792LandEOYFMVAmt
Total Assets BOY$33,738,577TotalAssetsBOYAmt
Total Assets EOY$32,704,005TotalAssetsEOYAmt
Total Assets EOYFMV$55,953,675TotalAssetsEOYFMVAmt
Accounts Payable BOY$21,583AccountsPayableBOYAmt
Accounts Payable EOY$24,716AccountsPayableEOYAmt
Total Liabilities BOY$21,583TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,716TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$33,716,994NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$32,679,289NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$33,716,994TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$32,679,289TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$33,738,577TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$32,704,005TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$33,716,994TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,037,705ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$32,679,289SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$32,679,289TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
VANGUARD BD INDEX FD I INT TRM BD ADM2020-02-282020-03-25$3,405$3,543-$138-$138
VANGUARD BD INDEX FD I INT TRM BD ADM2020-01-312020-03-25$3,741$3,826-$85-$85
VANGUARD BD INDEX FD I INT TRM BD ADM2019-08-312020-03-25$3,854$3,916-$62-$62
VANGUARD BD INDEX FD I INT TRM BD ADM2019-10-312020-03-25$3,839$3,871-$32-$32
VANGUARD BD INDEX FD I INT TRM BD ADM2019-09-302020-03-25$3,740$3,765-$25-$25
VANGUARD BD INDEX FD I INT TRM BD ADM2019-11-292020-03-25$3,718$3,730-$12-$12
VANGUARD BD INDEX FD I INT TRM BD ADM2019-12-312020-03-25$3,855$3,852$3$3
VANGUARD BD INDEX FD I INT TRM BD ADM2019-07-312020-03-25$898$889$9$9
VANGUARD BD INDEX FD I INT TRM BD ADM2019-07-242020-03-25$2,950$2,919$31$31
VANGUARD INDEX FDS TOTAL STK INST2019-12-242020-02-06$50,000$48,160$1,840$1,840
VANGUARD INDEX FDS TOTAL STK INST2019-12-242020-04-24$57,261$64,911-$7,650-$7,650
VANGUARD INDEX FDS TOTAL STK INST2019-09-162020-04-27$17,739$18,802-$1,063-$1,063
VANGUARD INDEX FDS TOTAL STK INST2020-06-252020-08-17$100,200$89,779$10,421$10,421
VANGUARD INDEX FDS TOTAL STK INST2019-09-162020-08-17$78,898$70,219$8,679$8,679
VANGUARD INDEX FDS TOTAL STK INST2020-03-242020-08-17$109,379$78,763$30,616$30,616
VANGUARD INDEX FDS TOTAL STK INST2000-07-282020-08-17$11,523$4,387$7,136$7,136
VANGUARD INDEX FDS TOTAL STK INST2000-07-282020-09-16$506,250$192,199$314,051$314,051
VANGUARD INDEX FDS TOTAL STK INST2000-07-282020-10-07$80,000$29,991$50,009$50,009
VANGUARD INDEX FDS TOTAL STK INST2020-09-252020-10-08$89,671$83,767$5,904$5,904
VANGUARD INDEX FDS TOTAL STK INST2000-07-282020-10-08$1,910,329$710,125$1,200,204$1,200,204
VANGUARD INDEX FDS TOTAL STK INST2000-07-282020-12-03$275,000$94,874$180,126$180,126
VANGUARD SHORT-TERM CORP BOND INDEX INST2020-01-312020-02-24$23,931$23,844$87$87
VANGUARD SHORT-TERM CORP BOND INDEX INST2019-12-232020-02-24$26,244$25,897$347$347
VANGUARD SHORT-TERM CORP BOND INDEX INST2018-01-302020-02-24$209,825$202,592$7,233$7,233
VANGUARD SHORT-TERM CORP BOND INDEX INST2020-02-282020-03-10$20,229$20,371-$142-$142
VANGUARD SHORT-TERM CORP BOND INDEX INST2018-01-302020-03-10$329,771$320,283$9,488$9,488
VANGUARD SHORT-TERM CORP BOND INDEX INST2018-01-302020-03-31$25,000$25,172-$172-$172
VANGUARD SHORT-TERM CORP BOND INDEX INST2018-01-302020-04-02$25,000$25,162-$162-$162
VANGUARD SHORT-TERM CORP BOND INDEX INST2018-01-302020-04-20$425,000$417,080$7,920$7,920
VANGUARD SHORT-TERM CORP BOND INDEX INST2020-04-302020-05-19$19,692$19,568$124$124
VANGUARD SHORT-TERM CORP BOND INDEX INST2018-01-302020-05-19$430,308$419,320$10,988$10,988
VANGUARD SHORT-TERM CORP BOND INDEX INST2018-01-302020-05-29$525,000$508,395$16,605$16,605
VANGUARD SHORT-TERM CORP BOND INDEX INST2020-06-052020-07-20$25,000$24,764$236$236
VANGUARD TOTAL INT'L STOCK INDEX INST2019-12-232020-04-07$25,000$32,309-$7,309-$7,309
VANGUARD TOTAL INT'L STOCK INDEX INST2019-12-232020-05-18$44,630$53,922-$9,292-$9,292
VANGUARD TOTAL INT'L STOCK INDEX INST2019-09-232020-05-18$30,370$34,486-$4,116-$4,116
VANGUARD TOTAL INT'L STOCK INDEX INST2019-09-232020-06-05$6,241$6,370-$129-$129
VANGUARD TOTAL INT'L STOCK INDEX INST2013-09-202020-06-05$16,013$15,921$92$92
VANGUARD TOTAL INT'L STOCK INDEX INST2017-03-232020-06-05$23,493$22,820$673$673
VANGUARD TOTAL INT'L STOCK INDEX INST2014-12-192020-06-05$54,253$51,826$2,427$2,427
VANGUARD TOTAL INT'L STOCK INDEX INST2014-12-192020-06-05$1,329$1,269$60$60
VANGUARD TOTAL INT'L STOCK INDEX INST2013-03-212020-06-05$16,864$15,791$1,073$1,073
VANGUARD TOTAL INT'L STOCK INDEX INST2016-09-122020-06-05$41,437$38,264$3,173$3,173
VANGUARD TOTAL INT'L STOCK INDEX INST2012-12-192020-06-05$40,370$36,799$3,571$3,571
VANGUARD TOTAL INT'L STOCK INDEX INST2020-06-222020-08-17$36,351$33,574$2,777$2,777
VANGUARD TOTAL INT'L STOCK INDEX INST2012-12-192020-08-17$43,649$37,882$5,767$5,767
VANGUARD TOTAL INT'L STOCK INDEX INST2012-12-192020-09-16$5,644$4,856$788$788
VANGUARD TOTAL INT'L STOCK INDEX INST2018-12-212020-09-16$85,474$73,114$12,360$12,360
VANGUARD TOTAL INT'L STOCK INDEX INST2016-12-192020-09-16$64,992$54,938$10,054$10,054
VANGUARD TOTAL INT'L STOCK INDEX INST2013-06-212020-09-16$12,640$10,589$2,051$2,051
VANGUARD TOTAL INT'L STOCK INDEX INST2013-06-212020-10-07$20,000$16,974$3,026$3,026
VANGUARD TOTAL INT'L STOCK INDEX INST2020-09-212020-10-08$44,035$43,718$317$317
VANGUARD TOTAL INT'L STOCK INDEX INST2013-06-212020-10-08$56,865$47,918$8,947$8,947
VANGUARD TOTAL INT'L STOCK INDEX INST2012-09-212020-10-08$109,704$92,405$17,299$17,299
VANGUARD TOTAL INT'L STOCK INDEX INST2010-12-292020-10-08$289,396$241,703$47,693$47,693
VANGUARD TOTAL INT'L STOCK INDEX INST2010-12-292020-12-03$75,000$56,876$18,124$18,124
ISRAEL ST - S.410% DUE 05-01-202015-05-152020-05-01$600,000$600,000$0$0
UNITED STATEES TREAS NTS - 1.125% DUE 01-15-212012-01-152020-07-15$4,080$4,080$0$0
CAPITAL GAINS DIVIDENDS$6,986$6,986$6,986P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,978,926CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$38,358InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$38,358SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$38,358TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$34,893EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$34,893TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$43EsPenaltyAmt
Tax Due$3,508TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.ZARROW.COMWebsiteAddressTxt
Individual With BooksZARROW FAMILY OFFICE LLCIndividualWithBooksNm
Phone9182958000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1401 SOUTH BOSTON AVE SUITE 900AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741034012ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GAIL RICHARDS
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012PRESIDENT0.00$0$0$0
ERIC RICHARDS
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012VP/SECRETARY0.00$0$0$0
HILARY ZARROW
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012VP/TREASURER/ASST SECRETAR0.00$0$0$0
STEVE COCHRAN
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012ASSISTANT TREASURER0.00$0$0$0
ALISON ZARROW
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012VICE PRESIDENT0.00$0$0$0
RACHEL ZARROW
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012VICE PRESIDENT0.00$0$0$0
MAXINE ZARROW
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012VICE PRESIDENT0.00$0$0$0
REBECCA RICHARDS
401 SOUTH BOSTON AVE SUITE 900TULSAOK741034012VICE PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$47,322,875AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$281,918AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,370,560FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$49,975,353TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$49,975,353AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$749,630CashDeemedCharitableAmt
Net Vl Noncharitable Assets$49,225,723NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,461,286MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,461,286MinimumInvestmentReturnAmt
Tax Based On Investment Income$38,358TaxBasedOnInvestmentIncomeAmt
Total Tax$38,358TotalTaxAmt
Distributable Before Adj$2,422,928DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,422,928DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,422,928DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,794,036ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,794,036QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,794,036AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,422,928DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,070,608ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$995,777ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$937,650ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$927,586ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,687,425ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,619,046TotalExcessDistributionCyovAmt
Qualifying Distributions$3,794,036QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,422,928AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,371,108RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$6,990,154TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,070,608ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,919,546ExcessDistriCyovToNextYrAmt
Excess From Year4$995,777ExcessFromYear4Amt
Excess From Year3$937,650ExcessFromYear3Amt
Excess From Year2$927,586ExcessFromYear2Amt
Excess From Year1$1,687,425ExcessFromYear1Amt
Excess From Current Year$1,371,108ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBILL MAJOR EXECUTIVE DIRECTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1401 SOUTH BOSTON AVE SUITE 900AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741034012ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9182958000RecipientPhoneNum
Form And Info And MaterialsA WRITTEN DESCRIPTION OF THE PROGRAM AND EVIDENCE OF TAX EXEMPTION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPRIMARILY TULSA AREA, TO PUBLICLY SUPPORTED EXEMPT ORGANIZATIONS PROVIDING RELIEF TO THE POOR, DISTRESSED, UNDERPRIVILEGED, ETC.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (210 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
2164 INC
445 PARK AVE STE 16ANEW YORKNY10022PCGENERAL OPERATING EXPENSES$2,000
2164 INC
445 PARK AVE STE 16ANEW YORKNY10022PCGENERAL OPERATING EXPENSES$900
A NEW LEAF INC
PO BOX 35903TULSAOK74153PCGENERAL OPERATING EXPENSES$20,000
A POCKET FULL OF HOPE INC
1325 E APACHE STREETTULSAOK74106PCUPBEAT 360 OPERATING EXPENSES$15,000
ABILITY RESOURCES
110 W 7TH STREET SUITE 200TULSAOK74119PCGENERAL OPERATING EXPENSES$7,500
ABILITY RESOURCES
110 W 7TH STREET SUITE 200TULSAOK74119PCGENERAL OPERATING EXPENSES$7,500
ACADEMY OF ENDOSCOPY INC
171 MAIN ST 552LOS ALTOSCA94022PCSCENIC 2.0$187,000
AHHA TULSA
101 EAST ARCHER STREETTULSAOK74103PCTHE EXPERIENCE: IMAGINE (ZONE SPONSOR)$20,000
AHHA TULSA
101 EAST ARCHER STREETTULSAOK74103PCCONTRIBUTION$1,125
AHHA TULSA
101 EAST ARCHER STREETTULSAOK74103PC2020 CREATE GALA$3,000
AKDAR SHRINE CENTER TRANSPORTATION FUND
2808 S SHERIDAN ROADTULSAOK741291014PCAKDAR SHRINE HOSPITAL PATIENT TRANSPORTATION FUND$15,000
ASSISTANCE LEAGUE OF TULSA
5350 E 31ST STTULSAOK74135PCOPERATION SCHOOL BELL$25,000
BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE
330 7TH AVENUE 19TH FLOORNEW YORKNY10001PCGENERAL OPERATING EXPENSES$25,000
BIT BY BIT THERAPEUTIC RIDING CENTER INC
14674 S HIGHWAY 169OOLOGAHOK74053PC2020 BOOTS, BBQ & BOOGIE$3,000
B'NAI EMUNAH CONGREGATION
PO BOX 52430TULSAOK74152PCGIFT FOR THE B'NAI EMUNAH PRESCHOOL$2,500
B'NAI EMUNAH CONGREGATION
PO BOX 52430TULSAOK74152PCSCOTT FOREMAN ZARROW RABBINIC ENDOWMENT$200,000
B'NAI EMUNAH CONGREGATION
PO BOX 52430TULSAOK74152PCCOVID RECOVERY FUND$5,000
B'NAI EMUNAH CONGREGATION
PO BOX 52430TULSAOK74152PC2020 TOURO BANQUET$10,000
BOTTOM LINE INC
50 MILK STREET 16TH FLOORBOSTONMA02109PCBOTTOM LINE CHICAGO, IN HONOR OF DIANE & ALEJANDRO LONGORIA$1,000
BOTTOM LINE INC
50 MILK STREET 16TH FLOORBOSTONMA02109PCBOTTOM LINE CHICAGO$2,500
BRADY CRAFT INC
108 E RECONCILIATION WAYTULSAOK74103PCCONTRIBUTION$500
BRADY CRAFT INC
108 E RECONCILIATION WAYTULSAOK74103PCGENERAL OPERATING EXPENSES$15,000
BRIDGES FOUNDATION THE
1813 N ASH STJENKSOK74137PCBRIDGES SUMMER PROGRAMMING (CAMP)$25,000
CAMP KESEM NATIONAL
565 MAYFIELD AVESTANFORDCA94305PCPROGRAMMING FOR CAMP KESEM AT STANFORD$14,000
CAMP THUNDERBIRD CHARITABLE FOUNDATION
PO BOX 21246MINNEAPOLISMN55421PCTHE ALLEN "MOE" SIGOLOFF FUND$2,500
CAMP THUNDERBIRD CHARITABLE FOUNDATION
PO BOX 21246MINNEAPOLISMN55421PCTHE ALLEN "MOE" SIGOLOFF FUND$2,500
CENTER FOR EMPOWERING REFUGEES AND IMMIGRANTS INC
544 INTERNATIONAL BLVD SUITE 9OAKLANDCA94606PCRELIEF FUND$2,500
CHABAD OF LINCOLN PARK
1935 N KENMORE AVECHICAGOIL60614PCGENERAL OPERATING EXPENSES$360
CHICAGO JEWISH DAY SCHOOL
3730 N CALIFORNIA AVECHICAGOIL60618PCIN MEMORY OF RONALD STRAUSS$500
CHILD ABUSE NETWORK INC
2829 S SHERIDAN RDTULSAOK74129PCMULTI-DISCIPLINARY CHILD ABUSE TEAM$10,000
CITY YEAR INC
15 E FIFTH ST SUITE 1621TULSAOK74103PCWHOLE SCHOOL WHOLE CHILD- CITY YEAR TULSA$25,000
CLAREHOUSE
7617 S MINGO ROADTULSAOK74133PCEND-OF-LIFE CARE PROGRAM$15,000
CLOSE UP FOUNDATION
1330 BRADDOCK PLACE SUITE 400ALEXANDRIAVA22314PCCLOSE UP WASHINGTON PROGRAM TULSA$15,000
COMMUNITY FOOD BANK OF EASTERN OKLAHOMA
1304 N KENOSHA AVETULSAOK74106PCOPERATING EXPENSES$5,000
COMMUNITY FOOD BANK OF EASTERN OKLAHOMA
1304 N KENOSHA AVETULSAOK74106PCGENERAL OPERATING EXPENSES THROUGH THE COVID-19 RESPONSE$10,000
COMMUNITY HEALTH CONNECTION INC
2321 EAST THIRD STREETTULSAOK741043327PCINTEGRATED AND TRADITIONAL BEHAVIORAL HEALTHCARE SERVICES FOR UNINSURED AND UNDERSERVED PATIENTS$30,000
CONGREGATION EMANU-EL
2 LAKE STSAN FRANCISCOCA94118PCNEXT FUND$30,000
CONGREGATION RODFEI ZEDEK
5200 S HYDE PARK BLVDCHICAGOIL60615PCJEWISH ENRICHMENT CENTER$500
CROSSTOWN LEARNING CENTER INC
2501 EAST ARCHER STREETTULSAOK74110PCGENERAL OPERATING EXPENSES$15,000
DEAN MCGEE EYE INSTITUTE
608 STANTON L YOUNG BLVDOKLAHOMA CITYOK73104PCGENERAL OPERATING EXPENSES$10,000
DOMESTIC VIOLENCE INTERVENTION SERVICES INC
3124 EAST APACHE STTULSAOK74110PCGENERAL OPERATING EXPENSES THROUGH THE COVID-19 RESPONSE$10,000
EASTERN OKLAHOMA DONATED DENTAL SERVICES
9810 E 42ND ST STE 210TULSAOK741463600PCGENERAL OPERATING EXPENSES$25,000
EMERGENCY INFANT SERVICES
1110 SOUTH DENVER AVENUETULSAOK74119PCGENERAL OPERATING EXPENSES THOUGH THE COVID-19 RESPONSE$10,000
EMERGENCY INFANT SERVICES
1110 SOUTH DENVER AVENUETULSAOK74119PCDIRECT CLIENT SERVICES$20,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104PCGENERAL OPERATING EXPENSES$1,667
FAMILY & CHILDREN'S SERVICES INC
LEGACY PLAZA WEST 5310 E 31ST STTULSAOK741355018PCGENERAL OPERATING EXPENSES THROUGH THE COVID-19 RESPONSE$10,000SUITE 800
FAMILY & CHILDREN'S SERVICES INC
LEGACY PLAZA WEST 5310 E 31ST STTULSAOK741355018PCNAVIGATE (A FIRST BREAK PSYCHOSIS INTERVENTION PROGRAM)$50,000SUITE 800
FAMILY & CHILDREN'S SERVICES INC
LEGACY PLAZA WEST 5310 E 31ST STTULSAOK741355018PCCARING FOR CHILDREN CAPITAL CAMPAIGN: LEGACY PLAZA (31ST & YALE) AND F&CS CENTRAL OFFICE (650 S. PEORIA AVENUE)$150,000SUITE 800
FAMILY SAFETY CENTER
600 CIVIC CENTERTULSAOK74103PCGENERAL OPERATING EXPENSES$15,000
FAMILY SERVICE AGENCY OF SANTA BARBARA COUNTY
123 W GUTIERREZ STSANTA BARBARACA93101PCGENERAL OPERATING EXPENSES$1,000
FORTUNA TULSA FOUNDATION
611 E 4TH STTULSAOK74120PCFC TULSA SEASON TICKETS, TO BE DONATED TO YOUTH PLAYERS AND THEIR FAMILIES$4,700
GIRL SCOUTS OF EASTERN OKLAHOMA
4810 SOUTH 129TH EAST AVENUETULSAOK74134PCSPONSORSHIP OF THE JULIETTE LOW LEADERSHIP SOCIETY LUNCHEON$3,000
GLOBAL GARDENS
P O BOX 52034TULSAOK74152PCGENERAL OPERATING EXPENSES$5,000
GOODWILL INDUSTRIES OF TULSA INC
2800 SOUTHWEST BLVDTULSAOK74107PCOPERATING EXPENSES$1,000
GREENWOOD CULTURAL CENTER
322 NORTH GREENWOOD AVETULSAOK74120PCSPONSORSHIP OF THE 2020 LEGACY AWARD DINNER$2,500
GUNNISON VALLEY HEALTH FOUNDATION
711 NORTH TAYLOR STREETGUNNISONCO81230PCA NIGHT OF CARING 2020$1,500
HEALTH OUTREACH PREVENTION EDUCATION INC
3540 EAST 31ST STREET SUITE 3TULSAOK74135PCGENERAL OPERATING AND PROGRAM EXPENSES$5,000
HILLEL JEWISH STUDENT CENTER AT OU
494 ELM AVENORMANOK73069PCGENERAL OPERATING AND PROGRAM EXPENSES$20,000
HILLEL OF NORTHEASTERN OKLAHOMA
1719 S OWASSO AVETULSAOK74120PCGENERAL OPERATING EXPENSES$5,000
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCTRIVIA NIGHT 2020 SPONSORSHIP$350
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCARTWORKS 2020$450
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCANNUAL FINANCIAL AID FOR NEEDY STUDENTS$20,000
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCFOUNDERS GUILD CONTRIBUTION$5,000
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCDIVERSITY, EQUITY, AND INCLUSION WORK$3,925
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCDIVERSITY, EQUITY, AND INCLUSION WORK$16,075
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCANNUAL FUND$10,000
HOPEWELL FUND
1201 CONNECTICUT AVE NW STE 300WASHINGTONDC20036PCI AM ALS GENERAL OPERATIONS$2,500
INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND STNEW YORKNY10168PCGENERAL OPERATING EXPENSES$2,500
IRON GATE INC
501 W ARCHERTULSAOK74103PCGENERAL OPERATING EXPENSES$30,000
IRON GATE INC
501 W ARCHERTULSAOK74103PCGENERAL OPERATING EXPENSES THROUGH THE COVID-19 RESPONSE$10,000
ISRAEL TENNIS CENTERS FOUNDATION INC
57 WEST 38TH STREET SUITE 605NEW YORKNY10018PC2020 GALA OF HOPES AND DREAMS: TASTE OF ISRAEL, IN HONOR OF RACHEL STEIN$500
JEWISH CHILDREN'S REGIONAL SERVICE
PO BOX 7368METAIRIELA70010PCSCHOLARSHIPS AND SERVICES TO JEWISH YOUTH IN TULSA AND ACROSS THE MID-SOUTH REGION$20,000
JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES
121 STEUART STREETSAN FRANCISCOCA94105PCANNUAL FUND$5,000
JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES
121 STEUART STREETSAN FRANCISCOCA94105PCANNUAL FUND$5,000
JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES
121 STEUART STREETSAN FRANCISCOCA94105PCANNUAL FUND$15,000
JEWISH FAMILY & CHILDRENS SERVICES
2150 POST STREET PO BOX 159004 THESAN FRANCISCOCA94115PCGENERAL OPERATING EXPENSES$3,334MIRIAM SCHULTZ GRUNFELD PROFESSIONI
JEWISH FAMILY & CHILDRENS SERVICES
2150 POST STREET PO BOX 159004 THESAN FRANCISCOCA94115PCGENERAL OEPRATING EXPENSES$3,333MIRIAM SCHULTZ GRUNFELD PROFESSIONI
JEWISH FAMILY & CHILDRENS SERVICES
2150 POST STREET PO BOX 159004SAN FRANCISCOCA94115PCGENERAL OPERATING EXPENSES$3,333
JEWISH FEDERATION OF GREATER SANTA BARBARA
524 CHAPALA STSANTA BARBARACA93101PCGENERAL OPERATING EXPENSES$5,000
JEWISH FEDERATION OF TULSA
2021 E 71ST STTULSAOK74136PC2020 SHERWIN MILLER MUSEUM ANNUAL GALA (VIRTUAL EVENT)$1,000
JEWISH FILM INSTITUTE
145 NINTH STREET SUITE 200SAN FRANCISCOCA94103PCDIRECTOR'S LEVEL SUPPORT GIFT$4,935
JEWISH FILM INSTITUTE
145 NINTH STREET SUITE 200SAN FRANCISCOCA94103PCSAN FRANCISCO JEWISH FILM FESTIVAL$25,000
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS ST ROOM 5132CHICAGOIL60606PCGENERAL OPERATING EXPENSES$5,000
JEWISH UNITED FUND OF METROPOLITAN CHICAGO
30 S WELLS ST ROOM 5132CHICAGOIL60606PCANNUAL FUND ($3,000) AND THE JEWISH WOMEN'S FOUNDATION ($2,000)$5,000
JOHN HOPE FRANKLIN CENTER FOR RECONCILIATION INC
322 N GREENWOOD AVETULSAOK74120PC2020 ANNUAL JOHN HOPE FRANKLIN COMMUNITY REMEMBRANCE WEEK$9,600
LA COCINA INC
2948 FOLSOM STSAN FRANCISCOCA94110PCEMERGENCY RELIEF FUND ($2,500) AND MUNICIPAL MARKETPLACE ($2,500)$5,000
LEGAL AID SERVICES OF OKLAHOMA INC
907 S DETROIT AVE SUITE 725TULSAOK74120PCTO FUND AN ATTORNEY POSITION TO PROVIDE ADVICE, GUIDANCE, AND/OR LEGAL REPRESENTATION TO INDIVIDUALS AND FAMILIES AT RISK OF EVICTION IN TULSA COUNTY$80,000
LEGAL AID SERVICES OF OKLAHOMA INC
907 S DETROIT AVE SUITE 725TULSAOK74120PCTHE HOMELESS ASSISTANCE PROJECT$10,000
LIFE SENIOR SERVICES INC
5330 E 31ST ST STE 800TULSAOK74135PCOPERATING FUNDS$5,000
LIFE SENIOR SERVICES INC
5330 E 31ST ST STE 800TULSAOK74135PCMENTAL HEALTH/BEHAVIORAL HEALTH SERVICES FOR SENIORS$10,000
MARSHALL PROJECT INC
156 W 56TH ST STE 701NEW YORKNY10019PCGENERAL OPERATING EXPENSES$2,500
MEALS ON WHEELS OF METRO TULSA
12620 E 31ST STTULSAOK74146PCGENERAL OPERATING EXPENSES$10,000
MEALS ON WHEELS OF METRO TULSA
12620 E 31ST STTULSAOK74146PCGENERAL OPERATING EXPENSES THROUGH THE COVID-19 RESPONSE$10,000
MENTAL HEALTH ASSOCIATION OKLAHOMA
5330 EAST 31ST STREET SUITE 1000TULSAOK74135PCOPERATING EXPENSES FOR WALKER HALL THROUGH THE COVID-19 RESPONSE$10,000
MENTAL HEALTH ASSOCIATION OKLAHOMA
5330 EAST 31ST STREET SUITE 1000TULSAOK74135PCWALKER HALL TRANSITIONAL LIVING ($40,000) AND ZARROW MENTAL HEALTH SYMPOSIUM SPONSORSHIP ($15,000)$55,000
MENTAL HEALTH ASSOCIATION OKLAHOMA
5330 EAST 31ST STREET SUITE 1000TULSAOK74135PCHOMELESS OUTREACH AND RAPID RESPONSE TEAM$120,000
MENTAL HEALTH ASSOCIATION OKLAHOMA
5330 EAST 31ST STREET SUITE 1000TULSAOK74135PCGIFT FOR THE EXECUTIVE DIRECTOR'S DISCRETIONARY FUND$20,500
MENTAL HEALTH ASSOCIATION OKLAHOMA
5330 EAST 31ST STREET SUITE 1000TULSAOK74135PCBETTER WAY PROGRAM$10,240
MIDWEST ACCESS PROJECT
PO BOX 13173CHICAGOIL60613PCGENERAL OPERATING EXPENSES$2,000
MISHKAN CHICAGO
4001 N RAVENSWOOD AVE STE 101CHICAGOIL60613PCGENERAL OPERATING EXPENSES$5,000
MISHKAN CHICAGO
4001 N RAVENSWOOD AVE STE 101CHICAGOIL60613PCGENERAL OPERATING EXPENSES$20,000
NATIONAL ALOPECIA AREATA FOUNDATION
65 MITCHELL BLVD SUITE 200-BSAN RAFAELCA94903PCTHE ASCOT FUND$5,000
NEIGHBORS ALONG THE LINE
5000 CHARLES PAGE BLVDTULSAOK74127PCCOMMUNITY ACTIVITIES PROGRAM$21,000
NEWVIEW OKLAHOMA INC
5350 EAST 31ST STREET 302TULSAOK74135PCYEAR-OF-VISION CAMPAIGN$10,000
NEWVIEW OKLAHOMA INC
5350 EAST 31ST STREET 302TULSAOK74135PCTULSA LOW VISION CLINIC AND REHABILITATION PROGRAM$20,000
NORTHSIDE EVANGELISTIC TEMPLE CHURCH OF GOD IN CHRIST
P O BOX 128PRESTONOK74456PCGIFT FOR THE YOUTH PROGRAM$1,500
NORTHWESTERN UNIVERSITY
OFFICE OF ANNUAL GIVING 1201 DAVISEVANSTONIL60208PCANNUAL FUND$5,000ST
OKLAHOMA ARTS INSTITUTE
111 NW 9TH STREETOKLAHOMA CITYOK73102PC2020 SUMMER AND FALL INSTITUTES$15,000
OKLAHOMA CARING FOUNDATION INC
1400 S BOSTON AVETULSAOK74119PCTULSA METRO AREA CARING VAN IMMUNIZATION PROGRAM$5,000
OKLAHOMA CENTER FOR NONPROFITS INC
720 W WILSHIRE BLVD STE 115OKLAHOMA CITYOK73116PCIN HONOR OF MIKE BROSE, VISIONS 2020 HONOREE$175
OKLAHOMA ENGINEERING FOUNDATION
220 NE 28TH STREETOKLAHOMA CITYOK73105PCTULSA AREA MATH COUNTS$1,000
OKLAHOMA LIFE SKILLS ASSOCIATIONSPECIAL KIDS DAY CARE
6311 EAST TECUMSEH STREETTULSAOK74115PCGENERAL OPERATING EXPENSES$35,000
OKLAHOMA NAMI
3812 N SANTA FE AVE STE 305OKLAHOMA CITYOK73118PC2020 NAMI WALK$1,000
OKLAHOMA POLICY INC
907 S DETROIT AVE SUITE 1005TULSAOK74120PCPUBLIC POLICY EDUCATION & OUTREACH$15,000
OKLAHOMA PROJECT WOMAN INC
POB 14026TULSAOK74159PCACCESS TO FREE BREAST HEALTHCARE FOR UNINSURED, LOW INCOME TULSA COUNTY RESIDENTS$20,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 SOUTH MONROE STREETSTILLWATEROK74074PCONLINE EXHIBIT OF THE MAXINE AND JACK ZARROW ART COLLECTION THAT WILL BE DEVELOPED AND PUBLICIZED BY THE OSU LIBRARY$17,400
OKLAHOMA STATE UNIVERSITY FOUNDATION (OSU-TULSA)
700 N GREENWOOD AVETULSAOK74106PCSCHOLARSHIPS FOR STUDENTS ENROLLED IN THE OSU MASTER'S IN TEACHING, LEARNING, AND LEADERSHIP IN MILD-MODERATE SPECIAL EDUCATION (NONTRADITIONAL CERTIFICATION)$25,000
PALMER CONTINUUM OF CARE INC
PO BOX 580700TULSAOK74158PCTHERAPEUTIC CHILDCARE AT THE TULSA WOMEN AND CHILDREN'S CENTER$30,000
PEAK GRANTMAKING INC
1666 K STREET NW SUITE 440WASHINGTONDC20006PCPEAK2020 REIMBURSEMENT WAIVER$88
PHILBROOK MUSEUM OF ART
PO BOX 52510TULSAOK74152PC2020 WINE EXPERIENCE$6,994
PHILBROOK MUSEUM OF ART
PO BOX 52510TULSAOK74152PCCONTRIBUTION$827
PHILBROOK MUSEUM OF ART
PO BOX 52510TULSAOK74152PCFAMILY STUDIO SATURDAYS$5,000
PLANNED PARENTHOOD GREAT PLAINS
1007 SOUTH PEORIA AVENUETULSAOK74120PCRENOVATION OF THE TULSA HEALTH CENTER (1007 S. PEORIA AVE., TULSA, OK 74120)$100,000
PLANNED PARENTHOOD GREAT PLAINS
1007 SOUTH PEORIA AVENUETULSAOK74120PCGENERAL OPERATING EXPENSES$25,000
PROJECT OPEN HAND
730 POLK STSAN FRANCISCOCA94109PCOPERATING GIFT$2,500
PROJECT OPEN HAND
730 POLK STSAN FRANCISCOCA94109PCGENERAL OPERATING EXPENSES$10,000
READING PARTNERS
907 S DETROIT AVE SUITE 505TULSAOK74120PCONE-ON-ONE LITERACY INTERVENTION PROGRAM FOR STUDENTS IN TULSA TITLE I ELEMENTARY SCHOOLS$10,000
RESTORE HOPE MINISTRIES INC
2960 CHARLES PAGE BLVDTULSAOK74127PCHOMELESS PREVENTION INITIATIVE$10,000
REVITALIZE T-TOWN
14 E 7TH STTULSAOK74119PCGENERAL OPERATING EXPENSES$10,000
ROCKY MOUNTAIN BIOLOGICAL LABORATORY
PO BOX 519CRESTED BUTTECO81224PCGENERAL OPERATING EXPENSES$1,000
SAINT SIMEON'S EPISCOPAL HOME FOUNDATION
3701 N MARTIN LUTHER KING JR BLVDTULSAOK74106PCWESTERN DAYS 2020 VIRTUAL EVENT$10,000
SF-MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107PCGENERAL OPERATING EXPENSES$11,666
SF-MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107PCGENERAL OPERATING EXPENSES$5,000
SF-MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107PCGENERAL OPERATING EXPENSES$10,000
SHE-CAN INC
PO BOX 876MILL VALLEYCA94942PCGENERAL OPERATING EXPENSES$5,000
SINAI ASSISTED HOUSING FOUNDATION INC
3100 MILITARY RD NWWASHINGTONDC20015PCGIFT IN MEMORY OF TRICIA DAVIS FOR SPONSORSHIP OF THE TRICIA DAVIS 5K WALK/RUN FOR SINAI HOUSE$5,000
SLINGSHOT FUND INC
445 PARK AVE SUITE 16ANEW YORKNY10022PCGENERAL OPERATING EXPENSES$20,000
SOCIAL GOOD FUND
12651 SAN PABLO AVE 5473PINOLECA94805PCTHE EAST OAKLAND COLLECTIVE$2,500
ST JAMES INFIRMARY
730 POLK STREET 4TH FLOORSAN FRANCISCOCA94109PCTGI JUSTICE PROJECT$2,500
STEPPENWOLF THEATER CO
1700 N HALSTED STCHICAGOIL60614PCOPERATING EXPENSES$1,390
STEPPENWOLF THEATER CO
1700 N HALSTED STCHICAGOIL60614PCOPERATING EXPENSES$110
STILL SHE RISES INC
567 E 36TH STREET NORTHTULSAOK74106PCCLIENT ADVOCACY AND COMMUNITY ENGAGEMENT$180,000
STREET SCHOOL INC
1135 S YALETULSAOK74112PCGENERAL OPERATING EXPENSES$15,000
SUPPORTERS OF FAMILIES WITH SICKLE CELL DISEASE INC (SUPPORTERS)
5424 N MADISON AVE SUITE 9TULSAOK741262728PC2020 SICKLE CELL WALK, RUN OR JOG TOGETHER FOR A CURE - NO TICKETS OR BENEFITS, PLEASE$1,000
SUPPORTERS OF FAMILIES WITH SICKLE CELL DISEASE INC (SUPPORTERS)
5424 N MADISON AVE SUITE 9TULSAOK741262728PCGENERAL OPERATING EXPENSES$10,000
TARC
2516 E 71ST ST STE ATULSAOK74136PCGENERAL OPERATING EXPENSES$10,000
TEMPLE ISRAEL
2004 E 22ND PLTULSAOK74114PC2020 ANNUAL FUNDRAISER$5,000
TEMPLE ISRAEL
2004 E 22ND PLTULSAOK74114PCIN MEMORY OF SAM BRENNER$250
THE ARK
SIMON H PERSKY BUILDING 6450 NCHICAGOIL60645PCGENERAL OPERATING EXPENSES, IN HONOR OF JACOB KUPIETZKY$1,000CALIFORNIA AVE
THE PENCIL BOX INC
2002 EAST 6TH STREETTULSAOK74104PCSPONSORSHIP OF ROCK, PAPER, SCISSORS 2020 - NO TICKETS OR BENEFITS, PLEASE$2,500
THE UNIVERSITY OF TULSA
INSTITUTIONAL ADVANCEMENT 800 STULSAOK74104PCGILCREASE MUSEUM MANAGEMENT TRUST ANNUAL GIFT$1,000TUCKER DR
THE UNIVERSITY OF TULSA
INSTITUTIONAL ADVANCEMENT 800 STULSAOK74104PCENDOWMENT CAMPAIGN FOR THE MAINTENANCE AND OPERATIONS OF THE NEW ADDITION TO GILCREASE MUSEUM$500,000TUCKER DR
THEATRE TULSA
P O BOX 995TULSAOK74101PCGENERAL OPERATING EXPENSES$1,000
TIPPING POINT COMMUNITY
220 MONTGOMERY STREETSAN FRANCISCOCA94104PCGENERAL OPERATING EXPENSES$2,500
TOWN & COUNTRY SCHOOL
8906 E 34TH STREETTULSAOK74145PCFINANCIAL ASSISTANCE PROGRAM$40,000
TOWN & COUNTRY SCHOOL
8906 E 34TH STREETTULSAOK74145PCSPONSORSHIP OF DIFFERENT STROKES 2020$2,500
TRISTESSE HEALING HEARTS GRIEF CENTER INC
2502 E 71ST STREETTULSAOK74136PCHEALING HEARTS GALA 2020 - NO TICKETS OR BENEFITS$2,500
TULSA ADVOCATES FOR THE PROTECTION OF CHILDREN INC
3326-B EAST 51ST STREETTULSAOK74135PCFOSTER FAMILY RESOURCE CENTER$10,000
TULSA AREA UNITED WAY
1430 S BOULDER AVETULSAOK74119PCCOMMUNITY COLLABORATIONS AND SOCIAL INNOVATION FUNDS$25,000
TULSA AREA UNITED WAY
1430 S BOULDER AVETULSAOK74119PCK-12 GADGET DRIVE$10,000
TULSA BALLET THEATRE
1212 E 45TH PL STULSAOK74105PCCRITICAL SUPPORT FUND$10,000
TULSA BALLET THEATRE
1212 E 45TH PL STULSAOK74105PCFOUNDER'S SOCIETY$1,200
TULSA CARES
3712 EAST 11TH STREETTULSAOK74112PCGENERAL OPERATING EXPENSES$5,000
TULSA CARES
3712 EAST 11TH STREETTULSAOK74112PCGENERAL OPERATING EXPENSES, IN HONOR OF BEN STEWART AND CHRIS MURPHY$1,000
TULSA CASA INC
700 S BOSTON AVE STE 230TULSAOK74119PCGENERAL OPERATING EXPENSES$12,000
TULSA CHILDREN'S MUSEUM
560 N MAYBELLE AVETULSAOK74127PCGREAT MINDS KEEP DISCOVERING CAPITAL CAMPAIGN FOR DISCOVERY LAB (33RD PLACE AND RIVERSIDE DRIVE)$100,000
TULSA COMMUNITY COLLEGE FOUNDATION
6111 E SKELLY DR SUITE 605TULSAOK74135PC2020 OUTREACH PROGRAM STUDENT ACHIEVEMENT SUMMITS$1,500
TULSA COMMUNITY FOUNDATION
7030 S YALE SUITE 600TULSAOK74136PCSUPPLIED FOR SUCCESS$5,000
TULSA COMMUNITY FOUNDATION
7030 S YALE SUITE 600TULSAOK74136PCHABIT MURAL FESTIVAL FUND$1,000
TULSA COMMUNITY FOUNDATION
7030 S YALE SUITE 600TULSAOK74136PCTULSA AREA COVID-19 RESPONSE FUND (#91-0062-HH-4)$25,000
TULSA COMMUNITY FOUNDATION
7030 S YALE SUITE 600TULSAOK74136PCTULSA JUNETEENTH FUND$10,000
TULSA COMMUNITY FOUNDATION
7030 S YALE SUITE 600TULSAOK74136PCTHE 1921 TULSA RACE MASSACRE CENTENNIAL COMMISSION FUND$5,000
TULSA COMMUNITY FOUNDATION
7030 S YALE SUITE 600TULSAOK74136PCHUNGER FREE OKLAHOMA (#91-0062-DQ-8) FOR GENERAL OPERATING EXPENSES$10,000
TULSA COMMUNITY FOUNDATION
7030 S YALE SUITE 600TULSAOK74136PCTULSA KITCHENS UNITE FUND (#91-0062-HJ-0)$5,000
TULSA COUNTY MEDICAL SOCIETY FOUNDATION
5315 S LEWIS AVETULSAOK74105PCPROJECT TCMS (TULSA CHARITABLE MEDICAL SERVICES)$15,000
TULSA DAY CENTER INC
415 W ARCHER STTULSAOK74103PCGENERAL OPERATING EXPENSES THROUGH THE COVID-19 RESPONSE$10,000
TULSA DAY CENTER INC
415 W ARCHER STTULSAOK74103PCGENERAL OPERATING EXPENSES$10,000
TULSA GEOSCIENCE CENTER
610 S MAINTULSAOK74119PCROCK, MINERAL AND FOSSIL KITS FOR DISADVANTAGED STUDENTS VISITING THE TULSA GEOSCIENCE CENTER$2,000
TULSA GIRLS ART SCHOOL PROJECT INC
2202 E ADMIRAL BLVDTULSAOK741105211PCGENERAL OPERATING EXPENSES$5,000
TULSA HUB SYNDICATE
601 W 3RD STTULSAOK74127PCGENERAL OPERATING EXPENSES$25,000
TULSA LIBRARY TRUST
PO BOX 1319TULSAOK74101PCFESTIVAL OF WORDS$5,000
TULSA SYMPHONY ORCHESTRA INC
117 NORTH BOSTON AVENUE SUITE 201TULSAOK74103PCGENERAL OPERATING EXPENSES$10,000
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024PCCHICAGO NEXT GENERATION EVENT$250
UBUNTU PATHWAYS INC
32 BROADWAY SUITE 414NEW YORKNY10004PCIN HONOR OF JACOB AND LINDSAY LIEF$1,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
PO BOX 45339SAN FRANCISCOCA94145PCCOVID-19 (CORONAVIRUS) RESPONSE FUND$10,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
PO BOX 45339SAN FRANCISCOCA94145PCTO SUPPORT THE RESEARCH OF DR. KALTENBACH, PROJECT 7027399 (B7180)$15,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
PO BOX 45339SAN FRANCISCOCA94145PCTO SUPPORT THE RESEARCH OF DR. KALTENBACH, PROJECT 7027399 (B7180)$10,000
UNIVERSITY OF CHICAGO
5235 S HARPER COURT 4TH FLOORCHICAGOIL60615PCUNIVERSITY OF CHICAGO WOMEN'S BOARD$2,500
UNIVERSITY OF OKLAHOMA - TULSA
4502 E 41ST STTULSAOK74135PCMEALS FOR OU-TULSA CLINIC STAFF DURING COVID-19 CRISIS$5,000
UNIVERSITY OF OKLAHOMA - TULSA
4502 E 41ST STTULSAOK74135PCMENTAL HEALTH STIPEND SUPPORT PROGRAM FOR OU-TULSA SOCIAL WORK STUDENTS$16,000
UNIVERSITY OF OKLAHOMA - TULSA
4502 E 41ST STTULSAOK74135PCCAMP HOPE 2020$6,500
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT ST STE 300PHILADELPHIAPA19104PCNETTER CENTER DISCRETIONARY TERM FUND$15,000
UNIVERSITY OF TEXAS AT AUSTIN
9011 MOUNTAIN RIDGE SUITE 150AUSTINTX78759PCTHE ENGINEERING FOUNDATION ($5,000) AND FRIENDS OF ALEC ($100)$5,100
UNIVERSITY OF TEXAS AT AUSTIN
9011 MOUNTAIN RIDGE SUITE 150AUSTINTX78759PCCOLLEGE OF EDUCATION DEAN'S ASSOCIATES FUND$5,000
UNIVERSITY OF TEXAS FOUNDATION
9011 MOUNTAIN RIDGE SUITE 150AUSTINTX78759PC2020 MD ANDERSON SPRINT FOR LIFE, BENEFITING THE BLANTON-DAVIS OVARIAN CANCER RESEARCH PROGRAM, IN MEMORY OF SANDRA DAVIS$5,000
VALEO COMMUNITY RESIDENCE PROGRAM
5401 SW 7TH STTOPEKAKS66606PCGENERAL OPERATING EXPENSES THROUGH THE COVID-19 RESPONSE$10,000
VALEO COMMUNITY RESIDENCE PROGRAM
5401 SW 7TH STTOPEKAKS66606PCTO ASSIST WITH A 2020 OPERATING DEFICIT DUE TO COVID-19$100,000
VALEO COMMUNITY RESIDENCE PROGRAM
5401 SW 7TH STTOPEKAKS66606PCGENERAL OPERATING EXPENSES$25,000
VIZAVANCE INC
2506B E 21ST STREETTULSAOK74114PCSIP FOR SIGHT 2020$750
VIZAVANCE INC
2506B E 21ST STREETTULSAOK74114PCCHILDREN'S VISION SCREENING PROGRAM$10,000
VOLUNTEERS OF AMERICA OKLAHOMA (VOAOK)
9605 E 61ST STREETTULSAOK74133PCPERMANENT SUPPORTIVE HOUSING PROGRAM$20,000
YALE LAW SCHOOL
P O BOX 208329NEW HAVENCT065208329PCYALE LAW SCHOOL, ON BEHALF OF TRUSTEE REBECCA RICHARDS AND MATTHEW L. KUTCHER$12,500
YOUTH AT HEART
PO BOX 35798TULSAOK74153PCGENERAL OPERATING EXPENSES$20,000
YOUTH SERVICES OF TULSA
311 S MADISON AVETULSAOK741203208PCGENERAL OPERATING EXPENSES THROUGH THE COVID-19 RESPONSE$10,000
YOUTH SERVICES OF TULSA
311 S MADISON AVETULSAOK741203208PCSTREET OUTREACH SERVICES FOR HOMELESS YOUTH$35,000
ZARROW POINTE
2025 E 71 STTULSAOK74136PCIN MEMORY OF BARRY DAVIS$5,000
ZARROW POINTE
2025 E 71 STTULSAOK74136PCOPERATING EXPENSES FOR EXPANDED COVID-19 SERVICES$5,000
ZARROW POINTE
2025 E 71 STTULSAOK74136PCIN MEMORY OF DAVID SYLVAN$500
ZARROW POINTE
2025 E 71 STTULSAOK74136PCFINANCIAL ASSISTANCE FUND, IN MEMORY OF HOWARD ALEXANDER$200
ZARROW POINTE
2025 E 71 STTULSAOK74136PCFINANCIAL ASSISTANCE FUND$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,683,727TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HOLLAND HALL SCHOOL
5666 E 81ST STTULSAOK74137PCANNUAL FINANCIAL AID FOR NEEDY STUDENTS$20,000
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 SOUTH MONROE STREETSTILLWATEROK74074PCOSU HEALTH SCIENCES CAMPUS PSYCHIATRIC HOSPITAL$2,000,000
PLANNED PARENTHOOD GREAT PLAINS
1007 SOUTH PEORIA AVENUETULSAOK74120PCRENOVATION OF THE TULSA HEALTH CENTER (1007 S. PEORIA AVE., TULSA, OK 74120)$100,000
STILL SHE RISES INC
567 E 36TH STREET NORTHTULSAOK74106PCCLIENT ADVOCACY AND COMMUNITY ENGAGEMENT$180,000
TULSA CHILDREN'S MUSEUM
560 N MAYBELLE AVETULSAOK74127PCGREAT MINDS KEEP DISCOVERING CAPITAL CAMPAIGN FOR DISCOVERY LAB (33RD PLACE AND RIVERSIDE DRIVE)$200,000
TULSA COMMUNITY COLLEGE FOUNDATION
6111 E SKELLY DR SUITE 605TULSAOK74135PCCAMPAIGN FOR COMPLETION$100,000
UNIVERSITY OF PENNSYLVANIA
2929 WALNUT ST STE 300PHILADELPHIAPA19104PCNETTER CENTER DISCRETIONARY TERM FUND$15,000
THE UNIVERSITY OF TULSA
INSTITUTIONAL ADVANCEMENT 800 STULSAOK74104PCENDOWMENT CAMPAIGN FOR THE MAINTENANCE AND OPERATIONS OF THE NEW ADDITION TO GILCREASE MUSEUM$3,500,000TUCKER DR
YALE LAW SCHOOL
P O BOX 208329NEW HAVENCT065208329PCYALE LAW SCHOOL ANNUAL FUND$12,500
ZARROW POINTE
2025 E 71 STTULSAOK74136PCFINANCIAL ASSISTANCE FUND$400,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$6,527,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$981,190ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,978,926ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,960,116ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,960,116TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND AUDIT FEESCategoryTxt
Amt$19,576Amt
Net Investment Income$9,788NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,788DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART VII-B QUESTIONS 1A(3) AND 1A(4):FormAndLineReferenceDesc
Medium ExplanationTHE MAXINE AND JACK ZARROW FOUNDATION OCCUPIES, AT NO CHARGE OFFICE SPACE LEASED BY THE ZARROW FAMILY OFFICE, LLC. THE FOUNDATION PAID OVERHEAD EXPENSE OF $254,275 TO REIMBURSE THE ZARROW FAMILY OFFICE, LLC FOR EXPENSES ASSOCIATED WITH THE MANAGEMENT OF INVESTMENTS, BOOKKEEPING, FINANCIAL ACCOUNTING AND THE MAKING OF GRANTS TO DONEE ORGANIZATIONSMediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFOREIGN BONDSBondNm
EOY Book Value$2,500,000EOYBookValueAmt
EOYFMV$2,499,967EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$26,704,896$44,375,557
COMMON STOCK$1,730,946$7,309,801

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,172,147USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,172,334USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$2,612$1,306$1,306
INSURANCE$15,239$7,620$7,619
OVERHEAD EXPENSE ALLOCATION$254,275$164,675$89,600
MEALS AND ENTERTAINMENT$1,361$340$341
AUTO EXPENSE$443$222$221
OFFICE EXPENSE$441$220$221
EVENT TICKETS$1,844$0$0
MISCELLANEOUS$293$146$147
GIFTS$56$28$28

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTING FEESCategoryTxt
Amt$1,800Amt
Net Investment Income$900NetInvestmentIncomeAmt
Disbursements Charitable Prps$900DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$15,160$15,160$0
FEDERAL EXCISE TAXES$0$0$0