ED DARBY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ED DARBY FOUNDATION INC (EIN 46-3570793)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201903199349104945
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T14:42:25-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731479528 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHERINGTON & FIELDS CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8905 S YALE AVE STE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741373553 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463570793 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ED DARBY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDDA | BusinessNameControlTxt |
| Phone | 9185822340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICK MINDEN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9185822340 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUZANNE M CAROLLA CPA | PreparerPersonNm |
| PTIN | P00569339 | PTIN |
| Phone | 9184961248 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 199.26.115.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 14:42:25 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C982DA0CED0B8FE6622E1846A98128225EBE8F38 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C982DA0CED0B8FE6622E1846A98128225EBE8F38 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,643,170 | 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 | $9,716,673 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,068 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,068 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,052 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $12,500 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $12,500 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $10,223 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $455,363 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,701,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $455,363 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,262,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $545,983 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,799 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,649 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,195 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,689 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,085 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,085 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,779 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,613 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $245,155 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $245,155 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $280,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,613 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,815 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,981,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $528,370 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $276,735 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,503,280 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,503,280 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,853,350 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,035,259 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,929,890 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $127,500 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $127,500 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $127,500 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $210,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,257,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,666,039 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,643,170 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,257,585 | UnrestrictedBOYAmt |
| Unrestricted EOY | $12,666,039 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,257,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,666,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,257,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,666,039 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,257,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,981,722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $426,732 | OtherIncreasesAmt |
| Subtotal | $12,666,039 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,666,039 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| STCL - MERRILL LYNCH STMT 02773 | P | $156,552 | $158,093 | -$1,541 | -$1,541 |
| LTCG - MERRILL LYNCH STMT 02773 | P | $1,088,856 | $780,580 | $308,276 | $308,276 |
| LTCG - MERRILL LYNCH STMT 02773 | D | $259,858 | $120,774 | $139,084 | $139,084 |
| STCG - MERRILL LYNCH STMT 02775 | P | $21,943 | $21,444 | $499 | $499 |
| LTCG - MERRILL LYNCH STMT 02775 | P | $102,938 | $96,412 | $6,526 | $6,526 |
| STCG - IRA ACCOUNT | D | $51,224 | $47,530 | $3,694 | $3,694 |
| LTCL - IRA ACCOUNT | D | $20,394 | $21,652 | -$1,258 | -$1,258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $455,363 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,652 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,841 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,742,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.029843 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,221 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,106,586 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.023840 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $94,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,794,052 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052409 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $107,429 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $93,709 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.146411 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,208 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $89,292 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.259911 | DistributionYr5Rt |
| Total Distribution | 1.512414 | TotalDistributionRt |
| Average Distribution | 0.302483 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,098,971 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,239,869 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,284 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,245,153 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $248,815 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,567 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,567 | SubtotalAmt |
| Tax Based On Investment Income | $10,567 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $108 | EsPenaltyAmt |
| Overpayment | $11,025 | OverpaymentAmt |
| Applied To ES Tax | $11,025 | AppliedToESTaxAmt |
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 | WWW.EDDARBYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | NICK MINDEN | IndividualWithBooksNm |
| Phone | 9185822340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| BONNIE DARBY | ||||||||
| 2854 SOUTH GARY AVE | TULSA | OK | 74114 | CHAIRWOMAN | 10.00 | $0 | $0 | $0 |
| BOB DARBY | ||||||||
| 2854 SOUTH GARY AVE | TULSA | OK | 74114 | BOARD MEMBER | 5.00 | $0 | $0 | $0 |
| NICK MINDEN | ||||||||
| 2940 N TOLEDO AVE | TULSA | OK | 74115 | SECRETARY | 3.00 | $0 | $0 | $0 |
| BOBBY DARBY | ||||||||
| 2121 EAST 30TH ST | TULSA | OK | 74114 | BOARD MEMBER | 3.00 | $0 | $0 | $0 |
| RYAN DARBY | ||||||||
| 2807 SOUTH FLORENCE AVE | TULSA | OK | 74114 | BOARD MEMBER | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,452,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $518,332 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $191,042 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,161,392 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,161,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,421 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,098,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $204,949 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $204,949 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,567 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,567 | TotalTaxAmt |
| Distributable Before Adj | $194,382 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $194,382 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $194,382 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,815 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $248,815 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $248,815 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,382 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $21,165 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,890 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $26,055 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $248,815 | QualifyingDistributionsAmt |
| Applied To Current Year | $194,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,433 | RemainingDistriFromCorpusAmt |
| Total Corpus | $80,488 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $80,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,165 | ExcessFromYear4Amt |
| Excess From Year3 | $4,890 | ExcessFromYear3Amt |
| Excess From Current Year | $54,433 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALEX PASCHAL - ED DARBY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | ALEX@EDDARBYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | FOR INFORMATION ABOUT HOW TO APPLY FOR A GRANT FROM THE ED DARBY FOUNDATION, GO TO: HTTPS://WWW.EDDARBYFOUNDATION.ORG/GRANTS?RQ=GRANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATIONS ARE REVIEWED QUARTERLY. GO TO THE WEBSITE TO SEE THE UPCOMING DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ED DARBY FOUNDATION IS SPECIFICALLY FOCUSED ON SUPPORTING EDUCATION AND OPPORTUNITIES FOR STUDENTS IN THE NORTH TULSA COMMUNITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNITY LEARNING ACADEMY | ||||||
| 2137 N PITTSBURG AVE | TULSA | OK | 74115 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $25,779 |
| JOHN HOPE FRANKLIN ELEMENTARY | ||||||
| 5402 MLK JR BLVD | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $37,315 |
| COMMUNITY SERVICE COUNCIL | ||||||
| 16 E 16TH ST | TULSA | OK | 74119 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $50,000 |
| TULSA PUBLIC SCHOOLS | ||||||
| 3027S NEW HAVEN AVE | TULSA | OK | 74114 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $1,776 |
| GAINING GROUND | ||||||
| 9801 S HOUSTON | JENKS | OK | 74037 | PC | SUPPORT FOR CHILDREN'S LITERACY | $40,000 |
| NEW HOPE OKLAHOMA | ||||||
| 4122 W 55TH PL | TULSA | OK | 74107 | PC | OUT-OF-SCHOOL YOUTH SERVICES | $15,000 |
| BIBLE BAPTIST TEMPLE | ||||||
| 6308 E APACHE ST | TULSA | OK | 74115 | PC | YOUTH MINISTRY PROGRAMS | $140 |
| CAMPFIRE | ||||||
| 706 S BOSTON AVE | TULSA | OK | 74119 | PC | YOUTH DEVELOPMENT PROGRAMS | $145 |
| TULSA HUB SYNDICATE | ||||||
| 601 W 3RD ST | TULSA | OK | 74127 | PC | PROVIDE BICYCLES FOR CHILDREN | $15,000 |
| TULSA DREAM CENTER | ||||||
| 200 W 46TH ST N | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $25,000 |
| HUMBLE SONS BIKE COMPANY | ||||||
| 1613 W LINCOLN PL | BROKEN ARROW | OK | 74012 | PC | PROVIDE BICYCLES FOR CHILDREN | $10,000 |
| STREET SCHOOL | ||||||
| 1135 S YALE AVE | TULSA | OK | 74112 | PC | PROVIDE SUPPORT TO HIGH SCHOOL YOUTH | $10,000 |
| EDUREC YOUTH FAMILY FUN CENTER | ||||||
| 5424 N MADISON AVE | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $10,000 |
| ALL SOULS PARTNERS IN EDUCATION | ||||||
| 2952 S PEORIA AVE | TULSA | OK | 74114 | PC | PARTNERS IN EDUCATION PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $245,155 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,068 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,052 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $10,223 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $455,363 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $543,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $543,706 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| NICK MINDEN | |||||||
| 1 | 4321 N WALNUT AVE | BROKEN ARROW | OK | 74012 | $5,979 | Yes (X) | |
| ED DARBY IRA | |||||||
| 7 | 2940 N TOLEDO AVE | TULSA | OK | 74115 | $672,010 | Yes (X) | Yes (X) |
| BOB BONNIE DARBY | |||||||
| 2 | 2883 S FLORENCE AVE | TULSA | OK | 74114 | $50,000 | Yes (X) | |
| JAMES DARBY | |||||||
| 8 | PO BOX 3708 | BERNICE | OK | 74331 | $20,000 | Yes (X) | |
| DARBY EQUIPMENT COMPANY LLC | |||||||
| 3 | 2940 N TOLEDO AVE | TULSA | OK | 74115 | $200,000 | Yes (X) | |
| RYAN DARBY | |||||||
| 4 | 2807 S FLORENCE AVE | TULSA | OK | 74114 | $13,738 | Yes (X) | |
| BOBBY DARBY | |||||||
| 5 | 2121 E 30TH ST | TULSA | OK | 74114 | $11,880 | Yes (X) | |
| EDWARD LEE DARBY RVOC TRUST | |||||||
| 6 | 2940 N TOLEDO AVE | TULSA | OK | 74115 | $8,737,480 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 6 | PUBLIC SECURITIES | $2,764,172 | 2018-12-27 |
| 7 | PUBLIC SECURITIES | $643,817 | 2018-06-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,700 | Amt |
| Net Investment Income | $4,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,425 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $8,035,259 | EOYBookValueAmt |
| EOYFMV | $7,929,890 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHEYENNE AVE PARKING LOT | CategoryOrItemTxt |
| Cost Or Other Basis | $127,500 | CostOrOtherBasisAmt |
| Book Value | $127,500 | BookValueAmt |
| EOYFMV | $210,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $2,085 | $2,085 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ OF DONATED ASSETS TO STEPPED-UP BASIS | Desc |
| Amt | $426,732 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $9,649 | $9,649 | |
| OTHER ADMIN FEES | $150 | $150 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $1,412 | $1,412 |
| FEDERAL EXCISE TAX | $14,436 | |
| STATE TAX ON UBIT | $70 | |
| PARKING LOT RENTAL | $2,277 | $2,277 |