RALPH AND FRANCES MCGILL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RALPH AND FRANCES MCGILL FOUNDATION (EIN 73-1590898)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-18
- IRS object ID
- 202001399349100365
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-18T08:45:38-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474609457 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halley McDaniel & Cuite PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 E 21st Street Suite 102 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731590898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH AND FRANCES MCGILL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | THE TRUST COMPANY OF OKLAHOMA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RALP | BusinessNameControlTxt |
| Phone | 9187440553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3627 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM WILKINS | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JANE HALLEY CPA | PreparerPersonNm |
| PTIN | P00094907 | PTIN |
| Phone | 9184880809 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,147,648 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $172,444 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,444 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $575,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,897,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $575,485 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $786 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $125 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $748,715 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $748,054 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $46,170 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,085 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,085 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,875 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,351 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,872 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $62,396 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,832 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,085 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $435,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $435,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $497,896 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,832 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $458,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $250,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $721,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $105,198 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,300 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,300 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,384,769 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,187,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,770,664 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,784,056 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,230,174 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,270,684 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,274,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,523,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,147,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,274,023 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,274,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,523,597 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,274,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,523,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,274,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $250,819 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,524,842 | SubtotalAmt |
| Other Decreases | $1,245 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,523,597 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM GAINS AND LOSSES | P | 2019-06-15 | 2019-07-06 | $2,157,674 | $2,179,543 | -$21,869 | -$21,869 |
| LONG TERM CAPITAL GAINS AND LOSSES | P | 2014-08-18 | 2019-07-07 | $3,678,569 | $3,142,864 | $535,705 | $535,705 |
| LONG TERM CAPITAL GAIN DIVIDENDS | P | $22,126 | $22,126 | $22,126 | |||
| SHORT TERM WASH SALE | P | 2019-01-01 | 2019-06-05 | $17,845 | $17,845 | $17,845 | |
| LONG TERM WASH SALE | P | 2016-07-05 | 2019-09-09 | $21,678 | $21,678 | $21,678 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $575,485 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $423,219 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,646,066 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05535 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $458,770 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,290,606 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06293 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $447,848 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,892,098 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06498 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $466,681 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,398,835 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06308 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $499,865 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,534,869 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06634 | DistributionYr5Rt |
| Total Distribution | 0.312672 | TotalDistributionRt |
| Average Distribution | 0.062534 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,608,575 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $475,795 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,212 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $483,007 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $458,585 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,424 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,424 | SubtotalAmt |
| Tax Based On Investment Income | $14,424 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,480 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,944 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUST COMPANY OF OKLAHOMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9187440553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3627 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741013627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE TRUST COMPANY OF OKLAHOMA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3627 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741013627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $46,170 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,626,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,724,442 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,724,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,608,575 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $380,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $380,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,424 | TotalTaxAmt |
| Distributable Before Adj | $366,005 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $366,005 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $366,005 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $458,585 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $458,585 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $458,585 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $366,005 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $140,294 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $114,392 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $114,521 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $104,706 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,383 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $526,296 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $458,585 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $366,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $92,580 | RemainingDistriFromCorpusAmt |
| Total Corpus | $618,876 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $140,294 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $478,582 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $114,392 | ExcessFromYear4Amt |
| Excess From Year3 | $114,521 | ExcessFromYear3Amt |
| Excess From Year2 | $104,706 | ExcessFromYear2Amt |
| Excess From Year1 | $52,383 | ExcessFromYear1Amt |
| Excess From Current Year | $92,580 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TOM WILKINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 SOUTH YALE SUITE 1900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9187440553 | RecipientPhoneNum |
| Form And Info And Materials | SUBMISSION OF A REQUEST MUST BE IN WRITING. THE LETTER MUST STATE THE SPECIFIC NEED, A CURRENT LIST OF BOARD MEMBERS AND PROOF OF 501(C)(3) STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTEE ORGANIZATION MUST BE A 501(C)(3) EXEMPT ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 2642 EAST 21ST STREET 100 | TULSA | OK | 74114 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| DVIS | |||||||
| 3124 EAST APACHE STREET | TULSA | OK | 74110 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| GIRL SCOUTS OF EASTERN OKLAHOMA | |||||||
| 4810 S 129TH E AVE | TULSA | OK | 74134 | None | EXEMPT | PROGRAM SERVICES | $2,500 |
| HARVEST HOUSE | |||||||
| 1439 EAST 71ST STREET | TULSA | OK | 74136 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| FIT FIRST RESPONDERS | |||||||
| 8177 S HARVARD AVE SUITE 420 | TULSA | OK | 74137 | None | EXEMPT | PROGRAM SERVICES | $2,500 |
| RESONANCE CENTER FOR WOMEN | |||||||
| 1608 SOUTH ELWOOD AVENUE | TULSA | OK | 74119 | None | EXEMPT | PROGRAM SERVICES | $20,000 |
| TULSA HUB SYNDICATE | |||||||
| 601 WEST 3RD STREET | TULSA | OK | 74103 | None | EXEMPT | PROGRAM SERVICES | $20,000 |
| TULSA TOWN HALL | |||||||
| PO BOX 52266 | TULSA | OK | 74152 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| FAMILY & CHILDRENS SERVICES | |||||||
| 650 SOUTH PEORIA AVENUE | TULSA | OK | 74120 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 SOUTH MONROE | STILLWATER | OK | 74074 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| PARENT CHILD CENTER OF TULSA | |||||||
| 1421 SOUTH BOSTON | TULSA | OK | 74119 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| SAINT SIMEONS EPISCOPAL HOME FDN | |||||||
| 3701 MARTIN LUTHER KING JR BLVD | TULSA | OK | 74106 | None | EXEMPT | PROGRAM SERVICES | $20,000 |
| TULSA OPERA INC | |||||||
| 1610 S BOULDER AVE | TULSA | OK | 74119 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| CLAREHOUSE INC | |||||||
| 7617 SOUTH MINGO ROAD | TULSA | OK | 74133 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| LINERS BASEBALL | |||||||
| 8813 N 131ST E AVE | OWASSO | OK | 74055 | None | EXEMPT | PROGRAM SERVICES | $12,000 |
| MEALS ON WHEELS | |||||||
| 12620 EAST 31ST STREET | TULSA | OK | 74146 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| TULSA DAY CENTER FOR THE HOMELESS INC | |||||||
| 415 WEST ARCHER STREET | TULSA | OK | 74103 | None | EXEMPT | PROGRAM SERVICES | $2,500 |
| KHAKI FOUNDATION INC | |||||||
| 2676 EAST 60TH STREET NORTH | TULSA | OK | 74130 | None | EXEMPT | PROGRAM SERVICES | $8,000 |
| DAYSPRING VILLA | |||||||
| PO BOX 1588 | SAND SPRINGS | OK | 74063 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| GILCREASE MUSEUM | |||||||
| 1400 NORTH GILCREASE MUSEUM ROAD | TULSA | OK | 74127 | None | EXEMPT | PROGRAM SERVICES | $25,000 |
| HOSPICE OF GREEN COUNTRY | |||||||
| 1120 S BOSTON AVE STE 200 | TULSA | OK | 74119 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| OKLAHOMA CENTER FOR NONPROFITS | |||||||
| 720 W WILSHIRE BLVD STE 115 | OKLAHOMA CITY | OK | 73116 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| SPECIAL OLYMPICS OKLAHOMA | |||||||
| 6835 SOUTH CANTON AVENUE | TULSA | OK | 74136 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| TEACH FOR AMERICA | |||||||
| 1202 WEST EASTON STREET | TULSA | OK | 74127 | None | EXEMPT | PROGRAM SERVICES | $2,500 |
| YWCA | |||||||
| 1910 S LEWIS AVE | TULSA | OK | 74104 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| CAMP FIRE GREEN COUNTRY | |||||||
| 706 S BOSTON AVE | TULSA | OK | 74119 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| MILITARY HISTORY CENTER | |||||||
| 112 N MAIN ST | BROKEN ARROW | OK | 74012 | None | EXEMPT | PROGRAM SERVICES | $4,000 |
| SAINT CATHERINE SCHOOL | |||||||
| 2515 W 46TH ST | TULSA | OK | 74107 | None | EXEMPT | PROGRAM SERVICES | $80,000 |
| TULSA COUNTY MEDICAL SOCIETY INC | |||||||
| 5315 S LEWIS AVE | TULSA | OK | 74105 | None | EXEMPT | PROGRAM SERVICES | $25,000 |
| TULSA SYMPHONY ORCHESTRA | |||||||
| 117 N BOSTON AVE STE 201 | TULSA | OK | 74103 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| READING PARTNERS OF TULSA | |||||||
| 907 S DETROIT AVE SUITE 600 | TULSA | OK | 74120 | None | EXEMPT | PROGRAM SERVICES | $2,500 |
| VOLUNTEERS OF AMERICA OKLAHOMA | |||||||
| 9605 E 61ST ST | TULSA | OK | 74133 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| 12 12 | |||||||
| 6333 EAST SKELLY DRIVE | TULSA | OK | 74135 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| DOWNTOWN LIONS CLUB OF TULSA TRUST | |||||||
| 3100 S JAMESTOWN STE 48 | TULSA | OK | 74135 | None | EXEMPT | PROGRAM SERVICES | $3,000 |
| COMMUNITY FOOD BANK EASTERN OKLA | |||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| THE LITTLE LIGHT HOUSE | |||||||
| 5120 EAST 36TH STREET | TULSA | OK | 74135 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| CAP TULSA | |||||||
| 5330 E 31ST STREET STE 300 | TULSA | OK | 74135 | None | EXEMPT | PROGRAM SERVICES | $2,500 |
| THE TRISTEESE GRIEF CENTER | |||||||
| 2502 E 71ST | TULSA | OK | 74136 | None | EXEMPT | PROGRAM SERVICES | $2,500 |
| MUDDY PAWS PETS HELPING PEOPLE | |||||||
| 2234 E 56TH PLACE | TULSA | OK | 74105 | None | EXEMPT | PROGRAM SUPPORT | $10,000 |
| FRIENDS OF CATHOLIC EDUCATION | |||||||
| 1127 E 33RD PLACE | TULSA | OK | 74105 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| JOHN 316 MISSION | |||||||
| PO BOX 1420 | JENKS | OK | 74037 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| HUMBLE SONS BIKE COMPANY | |||||||
| 1613 W LINCOLN PL | BROKEN ARROW | OK | 74012 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| A NEW LEAF | |||||||
| 2306 SOUTH 1ST PLACE | BROKEN ARROW | OK | 74012 | None | EXEMPT | PROGRAM SERVICES | $1,000 |
| GOOD SAMARITAN HLTH SERVICES | |||||||
| PO BOX 1191 | TULSA | OK | 74101 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| CATHOLIC CHARITIES OF EASTERN OK | |||||||
| PO BOX 580460 | TULSA | OK | 74158 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| SAN MIGUEL SCHOOL OF TULSA | |||||||
| 2444 EAST ADMIRAL BLVD | TULSA | OK | 74110 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| TULSA BOTANIC GARDEN | |||||||
| PO BOX 707 | TULSA | OK | 74101 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| YMCA OF GREATER TULSA | |||||||
| PO BOX 3689 | TULSA | OK | 74101 | None | EXEMPT | PROGRAM SERVICES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $435,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,444 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $575,485 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| LITIGATION PROCEEDS | 14 | $125 |
| NON TAXABLE DIVIDEND | 14 | $661 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $748,715 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $748,715 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,875 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE OBLIGATIONS | $106,710 | $111,008 |
| FIXED INCOME FUNDS | $2,123,464 | $2,159,676 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $3,468,113 | $4,999,081 |
| INTERNATIONAL EQUITIES | $719,010 | $771,583 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $1,245 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LITIGATION PROCEEDS | $125 | $125 |
| NON TAXABLE DIVIDEND | $661 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $12,479 | |
| FOREIGN TAX PAID | $1,872 | $1,872 |