CHARLES AND MARION WEBER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND MARION WEBER FOUNDATION (EIN 20-7338204)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-24
- IRS object ID
- 202031819349100508
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-24T15:09:36-04:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813687820 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Osborne and Wyatt CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4554 S Harvard Ave | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74135 | 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 | 207338204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Charles & Marion Weber Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 14011 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gordon L Nielsen | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9185838361 | PhoneNum |
| Signature | 2020-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John C Wyatt CPA | PreparerPersonNm |
| PTIN | P01016981 | PTIN |
| Phone | 9186277232 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.180.237.88 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-29 | IPDt |
| IP Tm | 11:21:32 | IPTm |
| Federal Original Submission Id | 73737020201810htxngk | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-06-29 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A81ED5CD0386BCD502336D12BB560A364D07FF65 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A81ED5CD0386BCD502336D12BB560A364D07FF65 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,027,929 | 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 |
| Interest On Sav Rev And Expnss | $85 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $85 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $86,985 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,985 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $86,985 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,194,853 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,571 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $5,749 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $173,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $173,641 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $92,819 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $16,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,220 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,220 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $48,448 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,448 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $48,448 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $2,081 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,081 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $2,081 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,720 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,720 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,720 | TaxesAdjNetIncmAmt |
| Occupancy Rev And Expnss | $543 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $543 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $543 | OccupancyAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $423 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $423 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $423 | TravConfMeetingAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $3,636 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,636 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,636 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $78,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,071 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $78,071 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $229,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,071 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $78,071 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,570 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,748 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $110,086 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,112 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,112 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,915,517 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,912,359 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,120,382 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $816,405 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $798,107 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $831,435 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,842,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,786,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,027,929 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,842,008 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,786,578 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,842,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,786,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,842,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,786,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,842,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,430 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,786,578 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,786,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|
| Merrill 02157 ST | 2019-01-01 | 2019-12-31 | $1,267,041 | $1,261,309 | $5,732 |
| Merrill 02157 LT | 2018-12-31 | 2019-12-31 | $758,029 | $712,085 | $45,944 |
| Merrill 02157 Other | 2018-04-17 | 2019-12-04 | $8,185 | $7,687 | $498 |
| Merrill 02158 ST | 2019-01-01 | 2019-12-31 | $1,304 | $1,287 | $17 |
| Merrill 02158 LT | 2018-12-31 | 2019-12-31 | $156,970 | $124,707 | $32,263 |
| Merrill 02158 LT | 2010-01-25 | 2019-04-23 | $3,324 | $1,207 | $2,117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,571 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $5,749 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $158,350 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,009,516 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052616 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,123 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,836,602 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057859 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $166,206 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,743,545 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060581 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $190,743 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,264,982 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058421 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $191,678 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,443,520 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055663 | DistributionYr5Rt |
| Total Distribution | 0.28514 | TotalDistributionRt |
| Average Distribution | 0.057028 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,588,510 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $147,618 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $956 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $148,574 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $151,000 | 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 | $956 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $956 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $956 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $360 | TotalPaymentsAndCreditsAmt |
| Tax Due | $596 | 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 |
| Individual With Books | Charles O Meyers Jr Treas | IndividualWithBooksNm |
| Phone | 9187476366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2809 East 29 Street | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | 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 |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Gordon L Neilsen | ||||||||
| 1500 S Frisco Ave 3E | Tulsa | OK | 74159 | President | 8.00 | $5,000 | $0 | $0 |
| Charles O Meyers Jr | ||||||||
| 2809 East 29 Street | Tulsa | OK | 74114 | Treasurer | 6.00 | $3,500 | $0 | $0 |
| Pamela Low | ||||||||
| 469 Slate River Dr | Crested Butte | CO | 81224 | Vice-President | 3.00 | $2,500 | $0 | $0 |
| Kathryn Burke | ||||||||
| 421 North 14 Street | Muskogee | OK | 74401 | Board Mbr | 3.00 | $2,500 | $0 | $0 |
| Catherine G Nielsen | ||||||||
| 1500 S Frisco Ave Apt 3E | Tulsa | OK | 74119 | Board Mbr | 3.00 | $2,500 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,551,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,112 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,627,929 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,627,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,588,510 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,426 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,426 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $956 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $956 | TotalTaxAmt |
| Distributable Before Adj | $128,470 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $128,470 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $128,470 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $151,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $956 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $150,044 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,470 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $28,814 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $166,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $166,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $158,350 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $520,164 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $128,470 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,530 | RemainingDistriFromCorpusAmt |
| Total Corpus | $542,694 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $542,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,814 | ExcessFromYear4Amt |
| Excess From Year3 | $166,500 | ExcessFromYear3Amt |
| Excess From Year2 | $166,500 | ExcessFromYear2Amt |
| Excess From Year1 | $158,350 | ExcessFromYear1Amt |
| Excess From Current Year | $22,530 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Friends of Starlight Concerts | ||||||
| PO Box 35158 | Tulsa | OK | 74153 | None | Concert Sponsorship | $5,000 |
| Energy America Educational Insitute | ||||||
| 6338 E 98th Street | Tulsa | OK | 74137 | None | Support of Ongoing Programs | $6,000 |
| Booker T Washington Jazz Orchestra | ||||||
| 1514 E Zion St | Tulsa | OK | 74106 | None | Support of Ongoing Programs | $5,000 |
| Up With Trees | ||||||
| 1102 S BostonAve | Tulsa | OK | 74119 | None | Support of Ongoing Programs | $500 |
| Tulsa Air and Space Museum | ||||||
| 3624 N 74th East Ave | Tulsa | OK | 74115 | None | Support of Ongoing Programs | $2,000 |
| Tulsa Ballet | ||||||
| 1212 East 45th Place South | Tulsa | OK | 74105 | None | Support of Ongoing Programs | $15,000 |
| KIPP Tulsa College Prep School | ||||||
| 1661 East Virgin St | Tulsa | OK | 74106 | None | Support of Ongoing Programs | $5,000 |
| Tulsa Botantic Garden | ||||||
| PO Box 707 | Tulsa | OK | 74101 | None | Support of Ongoing Programs | $5,000 |
| Tulsa Childrens Museum | ||||||
| 500 N Maybelle Ave | Tulsa | OK | 74127 | None | Support of Ongoing Programs | $2,000 |
| Philbrook Museum of Art | ||||||
| 2727 S Rockford Rd | Tulsa | OK | 74114 | None | Support of Ongoing Programs | $2,000 |
| Tulsa Zoo Management | ||||||
| 6421 E 36th St North | Tulsa | OK | 74115 | None | Support of Ongoing Programs | $2,000 |
| Chamber Music Tulsa | ||||||
| 18 S Lewis Ave | Tulsa | OK | 74104 | None | Support of Ongoing Programs | $17,500 |
| Tulsa Library Trust | ||||||
| 400 Civic Center | Tulsa | OK | 74103 | None | Support of Ongoing Programs | $2,500 |
| St Simeons Home Foundation | ||||||
| 3701 MLK Jr Blvd | Tulsa | OK | 74106 | None | Support of Ongoing Programs | $2,500 |
| Community Food Bank of Estern OK | ||||||
| 1304 N Kenosha Ave | Tulsa | OK | 74106 | None | Support of Ongoing Programs | $3,500 |
| Aplasitc Anemia MDS Internationl | ||||||
| 4330 East West Hwy Suite 230 | Bethesda | MD | 208144595 | None | Support of Ongoing Programs | $5,000 |
| Alzheimers Association | ||||||
| 2448 E 81st St Suite 3000 | Tulsa | OK | 74137 | None | Support of Ongoing Programs | $5,000 |
| The Center for Individuals | ||||||
| 815 South Utica Ave | Tulsa | OK | 74104 | None | Support of Ongoing Programs | $5,000 |
| DVIS | ||||||
| 3124 E Apache St | Tulsa | OK | 74110 | None | Support of Ongoing Programs | $2,500 |
| Emergency Infant Services | ||||||
| 1110 S Denver Ave | Tulsa | OK | 74119 | None | Support of Ongoing Programs | $1,700 |
| Habitat for Humanity | ||||||
| 6235 East 13th St | Tulsa | OK | 74112 | None | Support of Ongoing Programs | $3,500 |
| Iron Gate | ||||||
| 501 West Archer St | Tulsa | OK | 74103 | None | Support of Ongoing Programs | $3,000 |
| Meals on Wheels of Metro Tulsa | ||||||
| 12620 E 31st St | Tulsa | OK | 74146 | None | Support of Ongoing Programs | $5,000 |
| Neighbors Along the Line | ||||||
| 5000 Charles Page Blve | Tulsa | OK | 74127 | None | Literacy Program | $10,000 |
| Pulmonary Hypertension Assoc | ||||||
| 801 Roeder Rd Suite 1000 | Silver Spring | MD | 20910 | None | Support of Ongoing Programs | $5,000 |
| The Salvation Army | ||||||
| PO box 397 | Tulsa | OK | 74101 | None | Support of Ongoing Programs | $2,500 |
| Sistema Tulsa | ||||||
| 1301 S Boston Ave | Tulsa | OK | 74119 | None | Music Program | $5,000 |
| John 316 Mission | ||||||
| 575 N 39th West Ave | Tulsa | OK | 74127 | None | Support of Ongoing Programs | $2,500 |
| Paleocultural Research Group | ||||||
| PO Box 745369 | Arvada | CO | 80006 | None | Student Registration | $300 |
| Tulsa Air and Space Museum | ||||||
| 3624 N 74th East Ave | Tulsa | OK | 74115 | None | Support of Ongoing Programs | $2,000 |
| Tulsa Symphony | ||||||
| 117 N Boxton Ave | Tulsa | OK | 74103 | None | Support of Ongoing Programs | $10,000 |
| The University of Tulsa | ||||||
| 800 South Tucker Dr | Tulsa | OK | 74104 | None | Support of Ongoing Programs | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $85 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $84,906 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $86,571 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $171,562 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,562 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 01a | LineNumberTxt |
| Relationship Statement | NA | RelationshipStatementTxt |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Floyd R Rhodes CPA | $2,200 | $2,200 | $2,200 | $0 |
| Accounting | $20 | $20 | $20 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $798,107 | EOYBookValueAmt |
| EOYFMV | $831,435 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocke ETFS Mutual Funds | StockNm |
| EOY Book Value | $1,912,359 | EOYBookValueAmt |
| EOYFMV | $2,120,382 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Property Insurance | $3,210 | $3,210 | $3,210 | $0 |
| Bldg Security | $301 | $301 | $301 | $0 |
| Other Insurance | $125 | $125 | $125 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Merril Lynch | $48,248 | $48,248 | $48,248 | $0 |
| C Miller-Recording Service | $200 | $200 | $200 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Property Tax | CategoryTxt |
| Amt | $4,720 | Amt |
| Net Investment Income | $4,720 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,720 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |