LOVE MEYER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOVE MEYER FAMILY FOUNDATION (EIN 47-2760549)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202003179349102815
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T16:03:28-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472760549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVE MEYER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOVE | BusinessNameControlTxt |
| Phone | 4054638030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 24540 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SPENCER W HAINES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4054638030 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 204.115.14.139 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 15:58:40 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 66FB29B77FD0D8B54EA8EF78DB5CBF230EA4B01F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 66FB29B77FD0D8B54EA8EF78DB5CBF230EA4B01F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,999,290 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $516,756 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $197,378 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,378 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $182,542 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,066,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $182,542 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $896,676 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $379,920 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $118 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $41,443 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,443 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,803 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,303 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $902 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,120,965 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,120,965 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,180,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,120,965 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$283,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $333,272 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $143,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,240 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,240 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,285,540 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,025,569 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,881,050 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,428,618 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,143,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,999,290 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,044 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,044 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,427,574 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,143,809 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,427,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,143,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,428,618 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,143,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,427,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$283,765 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,143,809 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,143,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (112 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 75 SHS/UNITS KROGER CO COM STK | 2018-03-14 | 2019-01-04 | $2,073 | $1,773 | $300 | $300 | |
| 200 SHS/UNITS KROGER CO COM STK | 2018-03-23 | 2019-01-04 | $5,528 | $4,721 | $807 | $807 | |
| 25 SHS/UNITS KROGER CO COM STK | 2018-03-23 | 2019-01-10 | $703 | $590 | $113 | $113 | |
| 525 SHS/UNITS KROGER CO COM STK | 2018-03-23 | 2019-02-14 | $15,284 | $12,393 | $2,891 | $2,891 | |
| 9 SHS/UNITS COPART INC COM STK | 2019-02-20 | 2019-12-04 | $786 | $477 | $309 | $309 | |
| 72 SHS/UNITS COPART INC COM STK | 2019-03-08 | 2019-12-04 | $6,291 | $4,177 | $2,114 | $2,114 | |
| 203 SHS/UNITS COPART INC COM STK | 2019-03-07 | 2019-12-04 | $17,737 | $11,787 | $5,950 | $5,950 | |
| 26 SHS/UNITS ALLEGION PLC- COM STK | 2019-04-05 | 2019-12-10 | $3,222 | $2,465 | $757 | $757 | |
| 40 SHS/UNITS ALLEGION PLC- COM STK | 2019-04-23 | 2019-12-10 | $4,957 | $3,835 | $1,122 | $1,122 | |
| 75 SHS/UNITS ALLEGION PLC- COM STK | 2019-05-13 | 2019-12-10 | $9,295 | $7,425 | $1,870 | $1,870 | |
| 3 SHS/UNITS CELANESE CORP COM STK | 2019-04-04 | 2019-12-18 | $364 | $314 | $50 | $50 | |
| 45 SHS/UNITS CELANESE CORP COM STK | 2019-07-31 | 2019-12-18 | $5,459 | $5,066 | $393 | $393 | |
| 200 SHS/UNITS QUALCOMM INC | 2015-07-13 | 2019-01-29 | $9,927 | $12,194 | -$2,267 | -$2,267 | |
| 200 SHS/UNITS QUALCOMM INC | 2015-07-13 | 2019-01-29 | $9,927 | $12,194 | -$2,267 | -$2,267 | |
| 245 SHS/UNITS QUALCOMM INC | 2015-07-13 | 2019-01-29 | $12,160 | $14,937 | -$2,777 | -$2,777 | |
| 375 SHS/UNITS QUALCOMM INC | 2017-03-02 | 2019-01-29 | $18,613 | $20,781 | -$2,168 | -$2,168 | |
| 500 SHS/UNITS QUALCOMM INC | 2015-07-13 | 2019-01-29 | $24,817 | $30,484 | -$5,667 | -$5,667 | |
| 85 SHS/UNITS COVETRUS INC COM STK | 2017-02-07 | 2019-02-11 | $3,178 | $3,813 | -$635 | -$635 | |
| 20 SHS/UNITS COVETRUS INC COM STK | 2016-11-28 | 2019-02-12 | $745 | $836 | -$91 | -$91 | |
| 107 SHS/UNITS COVETRUS INC COM STK | 2016-10-31 | 2019-02-12 | $3,987 | $4,421 | -$434 | -$434 | |
| 387 SHS/UNITS COVETRUS INC COM STK | 2017-02-07 | 2019-02-12 | $14,420 | $17,362 | -$2,942 | -$2,942 | |
| 13 SHS/UNITS COVETRUS INC COM STK | 2016-10-31 | 2019-02-13 | $486 | $537 | -$51 | -$51 | |
| 20 SHS/UNITS COVETRUS INC COM STK | 2015-07-13 | 2019-02-13 | $748 | $804 | -$56 | -$56 | |
| 25 SHS/UNITS KROGER CO COM STK | 2017-09-19 | 2019-02-14 | $728 | $534 | $194 | $194 | |
| 75 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2015-07-13 | 2019-03-08 | $1,311 | $2,131 | -$820 | -$820 | |
| 636 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2015-07-13 | 2019-03-08 | $11,120 | $18,072 | -$6,952 | -$6,952 | |
| 406 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2015-07-13 | 2019-03-11 | $7,132 | $11,536 | -$4,404 | -$4,404 | |
| 58 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2015-07-13 | 2019-03-12 | $1,021 | $1,648 | -$627 | -$627 | |
| 375 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2015-12-10 | 2019-03-12 | $6,603 | $10,258 | -$3,655 | -$3,655 | |
| 25 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2016-11-28 | 2019-03-13 | $441 | $546 | -$105 | -$105 | |
| 200 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2015-12-10 | 2019-03-13 | $3,527 | $5,471 | -$1,944 | -$1,944 | |
| 150 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C | 2016-11-02 | 2019-03-15 | $3,807 | $4,712 | -$905 | -$905 | |
| 350 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C | 2016-11-22 | 2019-03-15 | $8,882 | $11,231 | -$2,349 | -$2,349 | |
| 400 SHS/UNITS DISCOVERY INC -C | 2015-08-12 | 2019-03-15 | $10,413 | $10,903 | -$490 | -$490 | |
| 625 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C | 2017-03-02 | 2019-03-15 | $15,861 | $21,285 | -$5,424 | -$5,424 | |
| 174 SHS/UNITS DISCOVERY INC -C | 2015-08-12 | 2019-03-18 | $4,499 | $4,743 | -$244 | -$244 | |
| 101 SHS/UNITS DISCOVERY INC -C | 2015-08-12 | 2019-03-19 | $2,623 | $2,753 | -$130 | -$130 | |
| 150 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2016-11-28 | 2019-03-19 | $2,589 | $3,275 | -$686 | -$686 | |
| 137 SHS/UNITS DISCOVERY INC -C | 2015-08-12 | 2019-03-26 | $3,584 | $3,734 | -$150 | -$150 | |
| 187 SHS/UNITS DISCOVERY INC -C | 2015-08-12 | 2019-03-27 | $4,859 | $5,097 | -$238 | -$238 | |
| 200 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C | 2016-11-02 | 2019-03-27 | $4,956 | $6,282 | -$1,326 | -$1,326 | |
| 425 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C | 2016-10-13 | 2019-03-27 | $10,531 | $13,254 | -$2,723 | -$2,723 | |
| 21 SHS/UNITS DISCOVERY INC -C | 2015-08-12 | 2019-03-28 | $535 | $572 | -$37 | -$37 | |
| 129 SHS/UNITS DISCOVERY INC -C | 2016-11-30 | 2019-03-28 | $3,285 | $3,438 | -$153 | -$153 | |
| 50 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2016-11-28 | 2019-03-29 | $795 | $1,092 | -$297 | -$297 | |
| 151 SHS/UNITS DISCOVERY INC -C | 2016-11-30 | 2019-03-29 | $3,833 | $4,025 | -$192 | -$192 | |
| 225 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2017-02-07 | 2019-03-29 | $3,578 | $4,214 | -$636 | -$636 | |
| 250 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2016-09-09 | 2019-03-29 | $3,975 | $4,870 | -$895 | -$895 | |
| 275 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C | 2016-10-13 | 2019-04-01 | $6,659 | $8,576 | -$1,917 | -$1,917 | |
| 1000 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2017-02-07 | 2019-04-01 | $16,137 | $18,730 | -$2,593 | -$2,593 | |
| 70 SHS/UNITS DISCOVERY INC -C | 2016-11-30 | 2019-04-02 | $1,822 | $1,866 | -$44 | -$44 | |
| 100 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C | 2017-06-15 | 2019-04-02 | $2,442 | $2,819 | -$377 | -$377 | |
| 275 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C | 2016-11-11 | 2019-04-02 | $6,716 | $8,155 | -$1,439 | -$1,439 | |
| 434 SHS/UNITS DISCOVERY INC -C | 2015-08-20 | 2019-04-02 | $11,296 | $11,401 | -$105 | -$105 | |
| 30 SHS/UNITS DISCOVERY INC -C | 2015-09-02 | 2019-04-03 | $786 | $760 | $26 | $26 | |
| 91 SHS/UNITS DISCOVERY INC -C | 2015-08-20 | 2019-04-03 | $2,384 | $2,391 | -$7 | -$7 | |
| 165 SHS/UNITS DISCOVERY INC -C | 2015-09-02 | 2019-04-05 | $4,557 | $4,177 | $380 | $380 | |
| 50 SHS/UNITS DISCOVERY INC -C | 2015-09-02 | 2019-04-08 | $1,369 | $1,266 | $103 | $103 | |
| 139 SHS/UNITS DISCOVERY INC -C | 2015-08-25 | 2019-04-08 | $3,806 | $3,449 | $357 | $357 | |
| 525 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C | 2017-06-15 | 2019-04-08 | $14,112 | $14,799 | -$687 | -$687 | |
| 143 SHS/UNITS DISCOVERY INC -C | 2015-08-25 | 2019-04-09 | $3,858 | $3,548 | $310 | $310 | |
| 43 SHS/UNITS DISCOVERY INC -C | 2015-08-25 | 2019-04-10 | $1,176 | $1,067 | $109 | $109 | |
| 85 SHS/UNITS DISCOVERY INC -C | 2015-08-24 | 2019-04-10 | $2,324 | $2,081 | $243 | $243 | |
| 91 SHS/UNITS DISCOVERY INC -C | 2017-08-01 | 2019-04-10 | $2,576 | $2,099 | $477 | $477 | |
| 190 SHS/UNITS DISCOVERY INC -C | 2015-08-24 | 2019-04-10 | $5,379 | $4,651 | $728 | $728 | |
| 309 SHS/UNITS DISCOVERY INC -C | 2017-08-01 | 2019-04-11 | $8,752 | $7,127 | $1,625 | $1,625 | |
| 50 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2017-02-07 | 2019-04-12 | $854 | $937 | -$83 | -$83 | |
| 375 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2017-02-07 | 2019-04-12 | $6,405 | $7,024 | -$619 | -$619 | |
| 400 SHS/UNITS QURATE RETAIL INC. SERIES A COM | 2017-02-07 | 2019-04-12 | $6,832 | $7,492 | -$660 | -$660 | |
| 125 SHS/UNITS PAYPAL HOLDINGS INC- COM STK | 2016-01-13 | 2019-04-23 | $13,359 | $4,163 | $9,196 | $9,196 | |
| 200 SHS/UNITS WELLS FARGO & CO | 2015-07-13 | 2019-07-11 | $9,438 | $11,318 | -$1,880 | -$1,880 | |
| 260 SHS/UNITS WELLS FARGO & CO | 2015-07-13 | 2019-07-11 | $12,269 | $14,713 | -$2,444 | -$2,444 | |
| 600 SHS/UNITS WELLS FARGO & CO | 2015-07-13 | 2019-07-11 | $28,313 | $33,954 | -$5,641 | -$5,641 | |
| 600 SHS/UNITS WELLS FARGO & CO | 2015-07-13 | 2019-07-11 | $28,313 | $33,954 | -$5,641 | -$5,641 | |
| 65 SHS/UNITS KROGER CO COM STK | 2017-09-08 | 2019-07-24 | $1,374 | $1,328 | $46 | $46 | |
| 275 SHS/UNITS KROGER CO COM STK | 2017-10-12 | 2019-07-24 | $5,814 | $5,766 | $48 | $48 | |
| 800 SHS/UNITS KROGER CO COM STK | 2017-09-19 | 2019-07-24 | $16,913 | $17,084 | -$171 | -$171 | |
| 113 SHS/UNITS KROGER CO COM STK | 2017-09-08 | 2019-07-25 | $2,402 | $2,308 | $94 | $94 | |
| 209 SHS/UNITS KROGER CO COM STK | 2017-09-08 | 2019-07-26 | $4,496 | $4,269 | $227 | $227 | |
| 637 SHS/UNITS KROGER CO COM STK | 2017-09-08 | 2019-07-26 | $13,582 | $13,012 | $570 | $570 | |
| 383 SHS/UNITS WELLS FARGO & CO | 2015-07-13 | 2019-07-29 | $18,506 | $21,674 | -$3,168 | -$3,168 | |
| 40 SHS/UNITS WELLS FARGO & CO | 2015-07-13 | 2019-07-30 | $1,920 | $2,264 | -$344 | -$344 | |
| 257 SHS/UNITS WELLS FARGO & CO | 2015-07-13 | 2019-07-30 | $12,339 | $14,544 | -$2,205 | -$2,205 | |
| 576 SHS/UNITS KROGER CO COM STK | 2017-09-08 | 2019-07-30 | $12,297 | $11,766 | $531 | $531 | |
| 87 SHS/UNITS PAYPAL HOLDINGS INC- COM STK | 2016-01-13 | 2019-08-08 | $9,335 | $2,898 | $6,437 | $6,437 | |
| 69 SHS/UNITS PAYPAL HOLDINGS INC- COM STK | 2016-01-13 | 2019-08-13 | $7,316 | $2,298 | $5,018 | $5,018 | |
| 164 SHS/UNITS PAYPAL HOLDINGS INC- COM STK | 2016-01-19 | 2019-08-13 | $17,389 | $5,351 | $12,038 | $12,038 | |
| 6 SHS/UNITS PAYPAL HOLDINGS INC- COM STK | 2016-01-19 | 2019-08-14 | $620 | $196 | $424 | $424 | |
| 290 SHS/UNITS PAYPAL HOLDINGS INC- COM STK | 2016-02-09 | 2019-08-14 | $29,945 | $9,437 | $20,508 | $20,508 | |
| 183 SHS/UNITS SABRE CORP COM STK | 2017-06-22 | 2019-09-04 | $4,279 | $4,133 | $146 | $146 | |
| 250 SHS/UNITS SABRE CORP COM STK | 2017-05-04 | 2019-09-04 | $5,845 | $6,181 | -$336 | -$336 | |
| 692 SHS/UNITS SABRE CORP COM STK | 2017-06-22 | 2019-09-05 | $16,282 | $15,629 | $653 | $653 | |
| 104 SHS/UNITS SABRE CORP COM STK | 2017-06-22 | 2019-09-06 | $2,449 | $2,349 | $100 | $100 | |
| 44 SHS/UNITS SABRE CORP COM STK | 2017-06-27 | 2019-09-09 | $1,037 | $976 | $61 | $61 | |
| 246 SHS/UNITS SABRE CORP COM STK | 2017-06-22 | 2019-09-09 | $5,796 | $5,556 | $240 | $240 | |
| 138 SHS/UNITS SABRE CORP COM STK | 2017-06-27 | 2019-09-10 | $3,254 | $3,061 | $193 | $193 | |
| 153 SHS/UNITS SABRE CORP COM STK | 2017-06-27 | 2019-09-11 | $3,583 | $3,394 | $189 | $189 | |
| 101 SHS/UNITS NOVARTIS AG - ADR | 2015-07-13 | 2019-09-16 | $8,704 | $9,246 | -$542 | -$542 | |
| 544 SHS/UNITS NOVARTIS AG - ADR | 2015-07-13 | 2019-09-17 | $47,029 | $49,798 | -$2,769 | -$2,769 | |
| 230 SHS/UNITS SABRE CORP COM STK | 2017-06-27 | 2019-09-23 | $5,286 | $5,102 | $184 | $184 | |
| 14 SHS/UNITS SABRE CORP COM STK | 2018-02-01 | 2019-09-24 | $321 | $290 | $31 | $31 | |
| 185 SHS/UNITS SABRE CORP COM STK | 2017-06-27 | 2019-09-24 | $4,238 | $4,104 | $134 | $134 | |
| 20 SHS/UNITS SABRE CORP COM STK | 2017-08-02 | 2019-09-25 | $457 | $404 | $53 | $53 | |
| 236 SHS/UNITS SABRE CORP COM STK | 2018-02-01 | 2019-09-25 | $5,394 | $4,891 | $503 | $503 | |
| 380 SHS/UNITS SABRE CORP COM STK | 2017-08-02 | 2019-09-26 | $8,637 | $7,683 | $954 | $954 | |
| 425 SHS/UNITS SABRE CORP COM STK | 2017-11-01 | 2019-09-26 | $9,660 | $8,319 | $1,341 | $1,341 | |
| 152 SHS/UNITS KLA CORPORATION | 2018-10-05 | 2019-11-05 | $26,209 | $15,135 | $11,074 | $11,074 | |
| 62 SHS/UNITS NOVARTIS AG - ADR | 2015-07-13 | 2019-12-04 | $5,651 | $5,675 | -$24 | -$24 | |
| 199 SHS/UNITS ZOETIS INC COM STK | 2015-07-13 | 2019-12-04 | $23,865 | $9,380 | $14,485 | $14,485 | |
| 650 SHS/UNITS ZOETIS INC COM STK | 2015-07-13 | 2019-12-04 | $77,950 | $30,640 | $47,310 | $47,310 | |
| 680 SHS/UNITS U S BANCORP | 2017-02-07 | 2019-12-04 | $40,376 | $36,292 | $4,084 | $4,084 | |
| CAPITAL GAINS DIVIDENDS | $112,875 | $112,875 | $112,875 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $182,542 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $801,912 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,134,909 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079124 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $677,886 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,819,302 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069036 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $487,525 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,976,975 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069876 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $214,464 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,126,904 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068587 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.286623 | TotalDistributionRt |
| Average Distribution | 0.057325 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,730,853 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $557,821 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,333 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $561,154 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,120,965 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,333 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,333 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,333 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,386 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,386 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,053 | OverpaymentAmt |
| Applied To ES Tax | $6,053 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4054638030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10601 N PENNSYLVANIA AVENUE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN M MEYER | ||||||||
| PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | PRESIDENT / DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER LOVE MEYER | ||||||||
| PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | VICE-PRESIDENT / DIRECTOR | 0.00 | $0 | $0 | $0 |
| SPENCER W HAINES | ||||||||
| PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | TREASURER | 0.00 | $0 | $0 | $0 |
| DOUGLAS J STUSSI | ||||||||
| PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,746,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,175 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,879,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,879,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,730,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $486,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $486,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,333 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,333 | TotalTaxAmt |
| Distributable Before Adj | $483,210 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $483,210 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $483,210 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,120,965 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,120,965 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,333 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,117,632 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $483,210 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $59,741 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $140,426 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $194,011 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $310,305 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $704,483 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,120,965 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $483,210 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $637,755 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,342,238 | 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 | $1,342,238 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,741 | ExcessFromYear4Amt |
| Excess From Year3 | $140,426 | ExcessFromYear3Amt |
| Excess From Year2 | $194,011 | ExcessFromYear2Amt |
| Excess From Year1 | $310,305 | ExcessFromYear1Amt |
| Excess From Current Year | $637,755 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN M MEYER | ContributingManagerNm |
| Contributing Manager | JENNIFER LOVE MEYER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGAINST MALARIA FOUNDATION | ||||||||
| 310 W 20TH ST SUITE 300 | KANSAS CITY | MO | 64108 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| AID TO THE CHURCH IN NEED | ||||||||
| 725 LEONARD STREET PO BOX 220384 | BROOKLYN | NY | 112220384 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| ALLY'S HOUSE | ||||||||
| PO BOX 722767 | NORMAN | OK | 73070 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| ANGELS FOSTER FAMILY NETWORK OKC | ||||||||
| PO BOX 31746 | EDMOND | OK | 73003 | N/A | PC | GENERAL SUPPORT | $25,750 | |
| ANNUAL CATHOLIC APPEAL | ||||||||
| PO BOX 32180 | OKLAHOMA CITY | OK | 73123 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| BISHOP KELLEY HIGH SCHOOL | ||||||||
| 3905 SOUTH HUDSON AVENUE | TULSA | OK | 741355699 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CALM WATERS | ||||||||
| 4334 NW EXPRESSWAY STE 101 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC | ||||||||
| 1232 N CLASSEN BOULEVARD | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| CATHOLIC CHESS PROJECT | ||||||||
| PO BOX 4167 | CITRUS HEIGHTS | CA | 956114167 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CATHOLIC MEDICAL MISSION BOARD | ||||||||
| 100 WALL STREET FLOOR 9 | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 212013443 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CENTER OF FAMILY LOVE | ||||||||
| PO BOX 245 | OKARCHE | OK | 73762 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CHARITY WATER | ||||||||
| 40 WORTH STREET SUITE 300 | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $12,000 | |
| CITY CARE INC | ||||||||
| 2400 GENERAL PERSHING BLVD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CITY RESCUE MISSION | ||||||||
| 800 W CALIFORNIA | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| COLORADO COLLEGE | ||||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CROSS CATHOLIC OUTREACH | ||||||||
| 2700 N MILITARY TRAIL SUITE 240 PO | BOCA RATON | FL | 334273908 | N/A | PC | GENERAL SUPPORT | $33,000 | BOX 273908 |
| DEACONESS PREGNANCY AND ADOPTION | ||||||||
| 7101 NW EXPRESSWAY SUITE 325 | OKLAHOMA CITY | OK | 73132 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| DONORSCHOOSEORG | ||||||||
| 134 W 37TH ST 11 FL | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $20,965 | |
| DRESS FOR SUCCESS OKC | ||||||||
| 133 W MAIN ST STE 102 | OKLAHOMA CITY | OK | 73102 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FAMILY BUILDERS | ||||||||
| 2401 NW 23RD ST STUITE 5 | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FIELDS & FUTURES FOUNDATION | ||||||||
| 7001 NW 164TH | EDMOND | OK | 73013 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| FIRST SERVE OKC FOUNDATION | ||||||||
| 7301 N BROADWAY EXT SUITE 225 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| FONKOZE USA | ||||||||
| 1718 CONNECTICUT AVENUE NW STE 201 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FOSTERING SWEET DREAMS FOUNDATION | ||||||||
| 529 W EDMOND RD | EDMOND | OK | 73003 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FRIENDS OF CATHOLIC EDUCATION IN IRELAND | ||||||||
| 221 ATEN ROAD | MUNSONVILLE | NH | 03457 | N/A | PC | GENERAL SUPPORT | $12,500 | |
| GIRL SCOUTS OF WESTERN OK | ||||||||
| 6100 NORTH ROBINSON AVENUE | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| GIVE WELL | ||||||||
| 182 HOWARD STRET 208 | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| HALO PROJECT | ||||||||
| 401 E MEMORIAL RD | OKLAHOMA CITY | OK | 73114 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| HEARTS FOR HEARING | ||||||||
| 11500 N PORTLAND AVE | OKLAHOMA CITY | OK | 73120 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| HOPE CHEST MINISTRIES INC | ||||||||
| PO BOX 850322 | YUKON | OK | 73085 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| HOPE FOR HAITI | ||||||||
| 1021 5TH AVENUE NORTH | NAPLES | FL | 34102 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| HOUSE OF HEALING INC | ||||||||
| PO BOX 852092 | YUKON | OK | 73085 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| INFANT CRISIS SERVICES INC | ||||||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| JESUS HOUSE | ||||||||
| PO BOX 60369 1335 W SHERIDAN | OKLAHOMA CITY | OK | 73146 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| KIPP OKC | ||||||||
| PO BOX 776 | OKLAHOMA CITY | OK | 73101 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| LEGACY PARENTING CENTER | ||||||||
| 126 S CENTER PO BOX 3574 | SHAWNEE | OK | 74802 | N/A | PC | GENERAL SUPPORT - NORTH HIGHLAND ELEMENTARY SCHOOL OUTDOOR CLASSROOM | $5,000 | |
| LIFE CHANGE ACADEMY | ||||||||
| 4509 TAMARISK DRIVE | OKLAHOMA CITY | OK | 73142 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MISSION OKC | ||||||||
| PO BOX 14511 | OKLAHOMA CITY | OK | 73113 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| MOUNT ST MARY CATHOLIC HIGH SCHOOL | ||||||||
| 2801 SOUTH SHARTEL AVENUE | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| MY HEART'S APPEAL | ||||||||
| 5909 NORTHWEST EXPY SUITE 224 | OKLAHOMA CITY | OK | 73132 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| NEIGHBORHOOD SERVICES ORGANIZATION | ||||||||
| 431 SW 11TH ST | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| NEWVIEW OKLAHOMA INC | ||||||||
| 501 NORTH DOUGLAS AVENUE | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| OK MESSAGES PROJECT | ||||||||
| PO BOX 8073 | EDMOND | OK | 73083 | N/A | PC | GENERAL SUPPORT | $17,000 | |
| OKC BALLET | ||||||||
| 6800 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OKC BEAUTIFUL | ||||||||
| 3535 NORTH CLASSEN BOULEVARD | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT | $500 | |
| OKC COMMUNITY COLLEGE FOUNDATION | ||||||||
| 7777 SOUTH MAY AVENUE | OKLAHOMA CITY | OK | 73159 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OK INSTITUTE FOR CHILD ADVOCACY | ||||||||
| 2915 N CLASSEN STE 320 | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| OKC POLICE ATHLETIC LEAGUE | ||||||||
| 3816 S ROBINSON | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OKLAHOMA CASA ASSOCIATION | ||||||||
| PO BOX 54946 | OKLAHOMA CITY | OK | 73154 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PARENT PROMISE | ||||||||
| 4323 NW 63RD SUITE 200 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET SUITE 1400 | BOSTON | MA | 021998190 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| PEPPERS RANCH | ||||||||
| PO BOX 3814 | EDMOND | OK | 73083 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| PIVOT INC | ||||||||
| 201 NE 50TH STREET | OKLAHOMA CITY | OK | 73105 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| PUTNAM CITY SCHOOLS FOUNDATION | ||||||||
| 5401 NW 40TH ST | OKLAHOMA CITY | OK | 73122 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| REACH OUT AND READ | ||||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| REMERGE OF OKLAHOMA COUNTY INC | ||||||||
| PO BOX 2845 | OKLAHOMA CITY | OK | 73101 | N/A | PC | GENERAL SUPPORT | $25,500 | |
| SALAVATION ARMY BOYS & GIRLS CLUB | ||||||||
| 1001 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $4,250 | |
| SANTA FE FAMILY LIFE CENTER | ||||||||
| 6300 N SANTA FE AVENUE | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| SEMINARIAN EDUCATION FUND | ||||||||
| PO BOX 32180 | OKLAHOMA CITY | OK | 73123 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| SKYLINE URBAN MINISTRY | ||||||||
| 500 SE 15TH STREET | OKLAHOMA CITY | OK | 73129 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SMART START CENTRAL OKLAHOMA | ||||||||
| 12201 N PORTLAND AVE | OKLAHOMA CITY | OK | 73120 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| ST JOHN VIANNEY FUND | ||||||||
| PO BOX 32180 | OKLAHOMA CITY | OK | 73123 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| STEPHENSON CANCER CENTER | ||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 730190685 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SUNBEAM FAMILY SERVICES INC | ||||||||
| 1100 NW 14TH ST | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| TEACH FOR AMERICA - OKC | ||||||||
| 309 NW 13TH STREET | OKLAHOMA CITY | OK | 73103 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| TEEM | ||||||||
| 1501 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| TEEN RECOVERY SOLUTIONS | ||||||||
| 720 W WILSHIRE BLVD STE 101-A | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE ANNA'S HOUSE FOUNDATION | ||||||||
| 3001 EAST MEMORIAL ROAD SUITE 200 | EDMOND | OK | 73013 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| THE CART HOUSE | ||||||||
| 318 N CHOCTAW | EL RENO | OK | 73078 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| THE CARE CENTER | ||||||||
| 1403 ASHTON PLACE | OKLAHOMA CITY | OK | 73117 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| THE END FUND | ||||||||
| 2 PARK AVENUE 18TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| THE FOUNDATION FOR OKC PUBLIC SCHOOLS | ||||||||
| 431 WEST MAIN STREET STE E | OKLAHOMA CITY | OK | 73102 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| THE HOMELESS ALLIANCE | ||||||||
| 1724 NW 4TH | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE REGIONAL FOOD BANK OF OKLAHOMA | ||||||||
| 3355 S PURDUE PO BOX 270968 | OKLAHOMA CITY | OK | 731370968 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| TO BY FOR KIDS FOUNDATION | ||||||||
| 720 W WILSHIRE BLVD SUITE 120 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| UPWARD TRANSITIONS | ||||||||
| 1134 W MAIN STREET | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| VARIETY CARE FOUNDATION INC | ||||||||
| 3000 N GRAND BOULEVARD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| WATER 4 INC | ||||||||
| 2405 NW 10TH STREET | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| WHAT IF FOUNDATION | ||||||||
| 1569 SOLANO AVENUE 192 | BERKELEY | CA | 94707 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| WORLD BOOK BANK INC | ||||||||
| 5915 NW 23RD STREET | OKLAHOMA CITY | OK | 73127 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| YOUTH & FAMILY SERVICES INC | ||||||||
| PO BOX 1207 | EL RENO | OK | 730361207 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,120,965 | 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 | $197,378 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $182,542 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $379,920 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $379,920 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM AND JUDY LOVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(3) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN M MEYER | |||||||
| 1 | PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | $258,378 | Yes (X) | |
| JENNIFER L MEYER | |||||||
| 2 | PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | $258,378 | Yes (X) | |
| JOHN M MEYER | |||||||
| 3 | PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | $5,000 | Yes (X) | |
| JENNIFER L MEYER | |||||||
| 4 | PO BOX 24540 | OKLAHOMA CITY | OK | 73124 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 500 SHS/UNITS BERKSHIRE HATHAWAY INC-CL B | $56,847 | 2019-12-17 |
| 1 | 2480 SHS/UNITS NESTLE S A SPONS ADR | $130,498 | 2019-12-17 |
| 1 | 330 SHS/UNITS WASTE MANAGEMENT INC | $18,671 | 2019-12-17 |
| 1 | 750 SHS/UNITS ZOETIS INC COM STK | $47,363 | 2019-12-17 |
| 2 | 500 SHS/UNITS BERKSHIRE HATHAWAY INC-CL B | $56,847 | 2019-12-17 |
| 2 | 2480 SHS/UNITS NESTLE S A SPONS ADR | $130,497 | 2019-12-17 |
| 2 | 330 SHS/UNITS WASTE MANAGEMENT INC | $18,670 | 2019-12-17 |
| 2 | 750 SHS/UNITS ZOETIS INC COM STK | $47,363 | 2019-12-17 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 29929.63 SHS/UNITS AKRE FOCUS FUND INSTL | $764,804 | $1,370,777 |
| 109060.20 SHS/UNITS BBH INCOME FUND-I | $1,100,000 | $1,116,777 |
| 2005 SHS/UNITS AO SMITH CORP COM STK | $90,683 | $95,518 |
| 1328 SHS/UNITS ALCON INC COM STK | $76,101 | $75,125 |
| 204 SHS/UNITS ALPHABET INC CAP STK CL C | $134,595 | $272,752 |
| 1257 SHS/UNITS ARTHUR J GALLAGHER & CO | $114,676 | $119,704 |
| 38 SHS/UNITS BOOKING HOLDINGS INC COM STK | $70,354 | $78,042 |
| 309 SHS/UNITS BRIGHT HORIZAONS FAMILY SOLUTION COM STK | $47,315 | $46,440 |
| 1737 SHS/UNITS BROWN-FORMAN CORP CLASS B COMMON STOCK | $83,899 | $117,421 |
| 1067 SHS/UNITS COLGATE PALMOLIVE CO | $67,835 | $73,452 |
| 154 SHS/UNITS COSTCO WHOLESALE CORP | $31,784 | $45,264 |
| 655 SHS/UNITS DOLLAR GENERAL CORP COM STK | $70,160 | $102,167 |
| 1816 SHS/UNITS COPART INC CO STK | $92,458 | $165,147 |
| 949 SHS/UNITS ALLEGION PLC-COM STK | $81,013 | $118,188 |
| 323 SHS/UNITS KLA-TENCOR CORP | $31,901 | $57,549 |
| 625 SHS/UNITS LINDE PLC COM STK | $102,248 | $133,063 |
| 57250.404 SHS/UNITS ALPS SERIES TRUST CLARKSTON PTRS FUND FOUNDERS | $625,060 | $755,705 |
| 41305.86 SHS/UNITS EMERGING MARKETS EQUITY | $450,000 | $554,738 |
| 153247.94 SHS/UNITS BBH LIMITED DURATION FUND CLASS I | $1,561,869 | $1,570,791 |
| 113832.29 SHS/UNITS BBH PARTNER FUND INTL EQUITY CL I | $1,670,962 | $1,904,414 |
| 1700 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW | $282,859 | $385,050 |
| 802 SHS/UNITS CELANESE CORP DEL COM SER A | $59,710 | $98,742 |
| 5585 SHS/UNITS COMCAST CORP NEW CL A | $187,787 | $251,157 |
| 850 SHS/UNITS DIAGEO ADR | $100,937 | $143,157 |
| 425687.97 SHS/UNITS BBH US GOVERNMENT MONEY MARKET | $434,086 | $434,086 |
| 1580 SHS/UNITS HENRY SCHEIN INC | $98,466 | $105,418 |
| 14678.82 SHS/UNITS LONGLEAF SMALL CAP | $440,460 | $356,255 |
| 295 SHS/UNITS MASTERCARD INCORPORATED | $74,987 | $88,084 |
| 3255 SHS/UNITS NESTLE S A SPONSORED ADR | $319,035 | $352,386 |
| 1208 SHS/UNITS NOVARTIS A G SPONSORED ADR | $95,274 | $114,386 |
| 3975 SHS/UNITS ORACLE CORP COM | $161,465 | $210,596 |
| 1314 SHS/UNITS PERRIGO CO PLC SHS | $122,192 | $67,881 |
| 1586 SHS/UNITS UNILEVER N V N Y SHS NEW | $79,127 | $91,132 |
| 2930 SHS/UNITS US BANCORP DEL COM NEW | $129,720 | $173,720 |
| 850 SHS/UNITS WASTE MANAGEMENT INC | $62,833 | $96,866 |
| 1051 SHS/UNITS ZOETIS INC COM USD0.01 CL A | $108,914 | $139,100 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SECRETARY OF STATE | CategoryTxt |
| Legal Fees | $118 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $90 | $0 | $0 |
| LEGAL EXPENSE | $120 | $0 | $0 |
| OTHER EXPENSES | $902 | $902 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $41,443 | Amt |
| Net Investment Income | $41,443 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $4,303 | $4,303 | $0 |
| FEDERAL INCOME TAX | $12,500 | $0 | $0 |