KIRKPATRICK FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KIRKPATRICK FOUNDATION INC (EIN 73-0701736)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349105777
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T14:54:34-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 N BROADWAY AVENUE SUITE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73103 | 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 | 730701736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRKPATRICK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIRK | BusinessNameControlTxt |
| Phone | 4056080934 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WEST WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT CLEMENTS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4056080934 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W LYNDEL LACKEY | PreparerPersonNm |
| PTIN | P00234298 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.174.162.206 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 14:54:06 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB9D39DAB8F64CBCBAEF692949137285CA1D49BB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,133,784 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,477,925 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,477,925 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,715,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,286,728 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,715,965 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $318,543 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $318,543 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,512,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,512,433 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $187,634 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,145 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $159,489 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $175,402 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,919 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $163,483 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $86,171 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,926 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $73,245 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $240 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $120 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $120 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,410 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,410 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $178,911 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $178,911 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $124,481 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,058 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $28,923 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,432 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $50,860 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $11,890 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,945 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,945 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,163 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,081 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,082 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,129,584 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,834 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,093,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,933,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $379,209 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,538,447 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,110,731 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,110,731 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,044,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $379,209 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,649,178 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,467,974 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,133,224 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $185,408 | CashBOYAmt |
| Cash EOY | $72,207 | CashEOYAmt |
| Cash EOYFMV | $72,207 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $10,899,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,090,767 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,090,767 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $183,018 | AcctRcvblAmt |
| Acct Rcvbl BOY | $164,645 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $183,018 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $183,018 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,819,970 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,453,500 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,453,500 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $50,926,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $44,475,744 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,475,744 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,782,153 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,635,290 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,635,290 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $143,402 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $143,402 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOYFMV | $1,157,840 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $124,071 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $112,934 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $23,569 | LandBOYAmt |
| Land EOY | $11,137 | LandEOYAmt |
| Land EOYFMV | $11,137 | LandEOYFMVAmt |
| Other Assets BOY | $54,281 | OtherAssetsBOYAmt |
| Other Assets EOY | $54,281 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $54,281 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $68,856,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,975,944 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,133,784 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $60,632 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $81,343 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $60,632 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81,343 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $68,795,425 | UnrestrictedBOYAmt |
| Unrestricted EOY | $63,894,601 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,795,425 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,894,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,856,057 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,975,944 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,795,425 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,467,974 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $70,263,399 | SubtotalAmt |
| Other Decreases | $6,368,798 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,894,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $8,286,728 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,570,763 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,715,965 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,715,965 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,715,965 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,265,353 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $66,038,309 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049446 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,035,393 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $61,161,653 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049629 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,106,322 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $64,581,620 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048099 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,730,585 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $64,165,577 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042555 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,790,478 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $59,353,529 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047015 | DistributionYr5Rt |
| Total Distribution | 0.236744 | TotalDistributionRt |
| Average Distribution | 0.047349 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $68,930,404 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,263,786 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $51,332 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,315,118 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,649,178 | 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 | $51,332 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,332 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,681 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $18,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $66,681 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $15,313 | OverpaymentAmt |
| Applied To ES Tax | $15,313 | 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 | WWW.KIRKPATRICKFOUNDATION.COM | 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 | 4058402882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WEST WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN K KEESEE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ROBERT CLEMENTS | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| REBECCA LOVE MCCUBBIN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LOUISA MCCUNE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | SECRETARY/EXECUTIVE DIRECT | 40.00 | $162,140 | $25,495 | $0 |
| MAX WEITZENHOFFER | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TREASURER | 1.00 | $0 | $0 | $0 |
| GEORGE BACK | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GEORGE RECORDS | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MISCHA GORKUSCHA | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARK ROBERTSON | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LIZ EICKMAN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | ADVISER | 1.00 | $0 | $0 | $0 |
| DAVID F GRIFFIN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH A FARABEE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PAULETTE D BLACK | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | SENIOR PROGRAM OFFIC | 40.00 | $97,810 | $14,442 | $0 |
| ALANA SALISBURY | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | MANAGING EDITOR AT A | 40.00 | $52,688 | $23,265 | $0 |
| KATHY E MCCORD | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | OFFICE MANAGER | 40.00 | $60,754 | $12,589 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED CAPITAL FINANCIAL ADVISERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 NEWPORT CENTER DRIVE SUITE 500 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $99,428 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ARTDESK IS A FREE, QUARTERLY PUBLICATION DEVOTED TO CONTEMPORARY ART, PERFORMANCE AND THOUGHT. ITS MISSION IS TO INFORM READERS ABOUT REGIONAL AND NATIONAL EVENTS, EXHIBITIONS, EDUCATION, AND PROMOTE CREATIVE LITERACY AND APPRECIATION. THIS PUBLICATION IS DISTRIBUTED WIDELY ACROSS OKLAHOMA, TEXAS, AND COLORADO. THE MAGAZINE PRINTS MORE THAN 100,000 COPIES OF EVERY ISSUE. WITH EACH ISSUE, 50,000 COPIES ARE INSERTED INTO A THURSDAY EDITION OF THE OKLAHOMAN AND A SUNDAY EDITION OF THE NEW YORK TIMES. 4,100 COPIES ARE DISTRIBUTED TO EVERY MIDDLE SCHOOL AND HIGH SCHOOL VISUAL ARTS DEPARTMENT IN OKLAHOMA CITY PUBLIC SCHOOLS, AND MORE THAN 2500 ARE MAILED TO 47 STATES. PUBLISHED BY THE KIRKPATRICK FOUNDATION, ARTDESK WILL CONTINUE ITS MISSION TO EDUCATE THE REGION ON THE CONTEMPORARY ARTS. | Description1Txt |
| Expenses1 | $503,213 | Expenses1Amt |
| Description2 | OKLAHOMA LINK CONFERENCE AND COALITIONTHE OKLAHOMA LINK COALITION IS SUPPORTED BY KIRKPATRICK FOUNDATION AS PART OF ITS SAFE AND HUMANE INITIATIVE TO MAKE OKLAHOMA THE SAFEST AND MOST HUMANE PLACE TO BE AN ANIMAL BY THE YEAR 2032. THE LINK REFERS TO THE CONNECTION BETWEEN ANIMAL CRUELTY, DOMESTIC VIOLENCE, ELDER ABUSE, CHILD ABUSE, AND OTHER FORMS OF INTERPERSONAL VIOLENCE. BASED ON THE MISSION OF THE NATIONAL LINK COALITION, THE OKLAHOMA LINK COALITION WAS FOUNDED TO PROVIDE A COLLABORATIVE, MULTI-DISCIPLINARY APPROACH TO THESE ISSUES. | Description2Txt |
| Expenses2 | $20,950 | Expenses2Amt |
| Description3 | ANIMAL PROGRAMPUBLISHED IN JANUARY, 2018, REPORTING ANIMAL CRUELTY: THE ROLE OF THE VETERINARIAN MANUAL FOR OKLAHOMA WAS MADE POSSIBLE BY THE COLLABORATIVE EFFORTS OF THE KIRKPATRICK FOUNDATION AND ANIMAL FOLKS, A MINNESOTA ORGANIZATION, WITH FUNDING BY THE KIRKPATRICK FOUNDATION. ORIGINALLY WRITTEN FOR VETERINARIANS LICENSED IN MINNESOTA, THE KIRKPATRICK FOUNDATION ADAPTED ALL LEGAL CONTENT AND CONTACTS TO REFLECTS THE LAWS OF OKLAHOMA. THE MANUAL IS PROVIDED FREE OF CHARGE TO MORE THAN 2,000 LICENSED VETERINARIANS AND 600 VETERINARY TECHNICIANS IN OKLAHOMA, OKLAHOMA DISTRICT ATTORNEYS, AND OTHERS. | Description3Txt |
| Expenses3 | $508,777 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
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 | $61,803,049 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,953,961 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,223,096 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,980,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,980,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,049,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,930,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,446,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,446,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,332 | TotalTaxAmt |
| Distributable Before Adj | $3,395,188 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,395,188 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,395,188 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,649,178 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,649,178 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $51,332 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,597,846 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,395,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,637 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,649,178 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,637 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,395,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $209,353 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $209,353 | 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 | $209,353 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $209,353 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUISA MCCUNE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 W WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4056080934 | RecipientPhoneNum |
| Recipient Email Address | LOUISA@KIRKPATRICKFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION SHOULD BE FILLED OUT ONLINE AT HTTP://KIRKPATRICKFOUNDATION.COM/APPLY-FOR-A-GRANT. SMALL GRANT APPLICATIONS HAVE NO SPECIFIC DEADLINE, BUT PLEASE ALLOW 30-45 DAYS FOR CONSIDERATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES ARE JUNE 1 AND DECEMBER 1 FOR LETTERS OF INQUIRY FOR REQUESTS OVER $10,000. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT PROPOSALS ARE CONSIDERED ONLY FROM ELIGIBLE ORGANIZATIONS WHO: - CURRENTLY QUALIFY AS A 501(C)(3) NONPROFIT ORGANIZATION ACCORDING TO THE INTERNAL REVENUE CODE - SERVE CENTRAL OKLAHOMA, PRIMARILY THE OKLAHOMA CITY METROPOLITAN AREA, OKLAHOMA COUNTY AND SURROUNDING COUNTIES AND COMMUNITIES - ORGANIZATIONS SHOULD HAVE A THREE-YEAR TRACK RECORD OF PROGRAMMING - MAINTAIN CURRENT FINANCIAL RECORDS, PROVIDING A COPY OF THE OPERATIONAL BUDGET AND A STATEMENT OF FINANCIAL POSITION -HAVE A WORKING BOARD OF DIRECTORS, AS WELL AS MANAGEMENT, GOVERNANCE, AND ACCOUNTABILITY STRUCTURES IN PLACE - PROVIDE A LIST OF BOARD MEMBERS AND THEIR AFFILIATION - DEMONSTRATE 100 PERCENT BOARD-MEMBER GIVING; PROVIDE A THREE-YEAR STRATEGIC PLAN WE DO NOT FUND: - INDIVIDUALS - LOBBYING ORGANIZATIONS - MEDICAL AND/OR HEALTH-RELATED CAUSES - SOCIAL SERVICES - ATHLETIC PROGRAMS - CAPITAL CAMPAIGNS - ENDOWMENTS - MULTI-YEAR PROJECTS - INDIRECT COSTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (120 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 4 PAWS LAKESHORE | ||||||||
| PO BOX 940 | DOUGLAS | MI | 49406 | NONE | PC | GENERAL SUPPORT | $500 | |
| A TO Z PRODUCTIONS INC | ||||||||
| PO BOX 1062 | NORMAN | OK | 73070 | NONE | PC | NORMAN PHILHARMONIC SEASON SUPPORT | $7,500 | |
| ACADEMY OF CLASSICAL CHRISTIAN STUDIES INC | ||||||||
| 1120 E HEFNER RD | OKLAHOMA CITY | OK | 73131 | NONE | PC | ARTS, AFFECTIONS AND ACHIEVEMENTS | $9,754 | |
| AMERICAN ASSOCIATION OF ZOO VETERINARIANS | ||||||||
| 581705 WHITE OAK ROAD | YULEE | FL | 32097 | NONE | PC | INTERNATIONAL VETERINARIAN CONFERENCE | $3,000 | |
| AMERICAN FONDOUK MAINTENANCE COMMITTEE INC | ||||||||
| 350 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | PC | GENERAL SUPPORT | $500 | |
| AMERICAN HUMANE ASSOCIATION | ||||||||
| 1400 16TH STREET NW SUITE 360 | WASHINGTON | DC | 20036 | NONE | PC | AMERICAN HUMANE RESCUE TRUCK | $75,000 | |
| ANGEL CITY PIT BULLS | ||||||||
| PO BOX 19944 | LOS ANGELES | CA | 90019 | NONE | PC | GENERAL SUPPORT | $105 | |
| ANIMAL GRANTMAKERS INC | ||||||||
| PO BOX 150485 | LAKEWOOD | CO | 80228 | NONE | PC | 2018 ANNUAL CONFERENCE SUPPORT | $5,000 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS OK- OKLAHOMA CHAPTER | ||||||||
| PO BOX 217 | OKLAHOMA CITY | OK | 73101 | NONE | PC | 2018 OKLAHOMA NATIONAL PHILANTHROPY DAY | $2,000 | |
| BELLA FOUNDATION SPCA | ||||||||
| P O BOX 20035 | OKLAHOMA CITY | OK | 73156 | NONE | PC | GENERAL SUPPORT | $500 | |
| BELLA FOUNDATION SPCA | ||||||||
| P O BOX 20035 | OKLAHOMA CITY | OK | 73156 | NONE | PC | PREVENTATIVE CARE FOR ANIMALS | $40,000 | |
| BLACK LIBERATED ARTS CENTER INC | ||||||||
| P O BOX 11014 | OKLAHOMA CITY | OK | 73136 | NONE | PC | ARTS INTEGRATION WORKSHOPS | $10,000 | |
| BUDDY DOG HUMANE SOCIETY | ||||||||
| 151 BOSTON POST ROAD | SUDBURY | MA | 01776 | NONE | PC | GENERAL SUPPORT | $500 | |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||
| PO BOX 4568 | OCEANSIDE | CA | 920524568 | NONE | PC | GENERAL SUPPORT | $500 | |
| CANTERBURY VOICES INC | ||||||||
| 428 W CALIFORNIA STE 100 | OKLAHOMA CITY | OK | 73102 | NONE | PC | 2018 WAR REQUIEM | $50,000 | |
| CASADY SCHOOL | ||||||||
| 9500 N PENNSYLVANIA AVENUE | OKLAHOMA CITY | OK | 73156 | NONE | PC | ENTRANCE IMPROVEMENTS | $10,000 | |
| CHEETAH CONSERVATION FUND | ||||||||
| P O BOX 2496 | ALEXANDRIA | VA | 22301 | NONE | PC | CONSERVATION EDUCATION WITH LANGSTON UNIVERSITY | $10,000 | |
| CHILDREN'S HOSPITAL VOLUNTEERS INC | ||||||||
| 1200 EVERETT DRIVE BOX 71 | OKLAHOMA CITY | OK | 73104 | NONE | PC | NEW DOG PARK | $10,000 | |
| CHISHOLM TRAIL HERITAGE CENTER ASSOCIATION | ||||||||
| 1000 CHISHOLM TRAIL PARKWAY | DUNCAN | OK | 73533 | NONE | PC | EDUCATION PROGRAMMING | $4,900 | |
| CHOREGUS PRODUCTIONS INC | ||||||||
| 5514 SOUTH LEWIS AVE | TULSA | OK | 74105 | NONE | PC | SUMMER HEAT DANCE FESTIVAL | $2,500 | |
| CIMARRON CIRCUIT OPERA COMPANY | ||||||||
| P O BOX 1085 | NORMAN | OK | 73069 | NONE | PC | SCHOLASTIC OPERA TOUR | $19,500 | |
| CONSORTIUM OF OKLAHOMA GEOGRAPHERS INC | ||||||||
| 100 E BOYD ST SARKEYS ENERGY CENTER | NORMAN | OK | 73019 | NONE | PC | WORLD GEOGRAPHY ACADEMIES | $10,000 | 684 |
| DEADCENTER FILM FESTIVAL | ||||||||
| 701 WEST SHERIDAN AVENUE SUITE 110 | OKLAHOMA CITY | OK | 73102 | NONE | PC | INAUGURAL TECHCENTER CONFERENCE | $10,000 | |
| DEJA FOUNDATION | ||||||||
| 60 EAST 96TH ST APT 11B | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $500 | |
| DOMESTIC VIOLENCE INTERVENTION SERVICES INC | ||||||||
| 4300 SOUTH HARVARD AVENUE | TULSA | OK | 74135 | NONE | PC | KENNEL SUPPORT | $10,000 | |
| DOWN SYNDROME ASSOCIATION OF CENTRAL OKLAHOMA | ||||||||
| 600 NW 23RD ST SUITE 206 | OKLAHOMA CITY | OK | 73103 | NONE | PC | LEARNING LAB | $4,000 | |
| DOWNTOWN OKLAHOMA CITY INITIATIVES INC | ||||||||
| 211 N ROBINSON AVE SUITE 225 | OKLAHOMA CITY | OK | 73102 | NONE | PC | SLAM DUNK AT DOUGLAS HIGH SCHOOL | $2,500 | |
| EDMOND PUBLIC SCHOOLS FOUNDATION | ||||||||
| 1001 W DANFORTH | EDMOND | OK | 73003 | NONE | PC | GREAT IDEA GRANTS | $40,000 | |
| EL SISTEMA OKLAHOMA INC | ||||||||
| 3220 QUAIL SPRINGS PARKWAY | OKLAHOMA CITY | OK | 73134 | NONE | PC | CONCERT SEASON AND STUDENT SUPPORT | $25,000 | |
| ENID SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| PO BOX 348 | ENID | OK | 73702 | NONE | PC | GENERAL SUPPORT | $500 | |
| ENID SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| PO BOX 348 | ENID | OK | 73702 | NONE | PC | MEMORIAL DONATION | $1,000 | |
| FETCH FIDO A FLIGHT INC | ||||||||
| PO BOX 1166 | EDMOND | OK | 73083 | NONE | PC | FLIGHT FUNDING | $6,500 | |
| FIRST UNITARIAN CHURCH OF OKLAHOMA CITY | ||||||||
| 600 NW 13TH ST | OKLAHOMA CITY | OK | 73103 | NONE | PC | ILLUMINATION OF CHANCEL WINDOWS | $10,000 | |
| FOR INSPIRATION AND RECOGNITION OF SCIENCE & TECH | ||||||||
| 200 BEDFORD ST 5TH FL | MANCHESTER | NH | 03101 | NONE | PC | 2018 FIRST ROBOTICS COMPETITION, OK | $7,500 | |
| FREE TO LIVE INCORPORATED | ||||||||
| P O BOX 5884 | EDMOND | OK | 73083 | NONE | PC | MEMORIAL DONATION | $1,000 | |
| FREEDOM SCHOOL OKLAHOMA CITY INC | ||||||||
| P O BOX 54364 | OKLAHOMA CITY | OK | 731541364 | NONE | PC | 2018 SUMMER PROGRAM | $25,000 | |
| FRIENDS OF THE MUSTANG ANIMAL SHELTER | ||||||||
| 7100 N CLASSEN BLVD SUITE 100 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL SUPPORT | $100 | |
| GENERATION CITIZEN INC | ||||||||
| 309 NW 13TH ST | OKLAHOMA CITY | OK | 73103 | NONE | PC | TEACHER-LED EXPANSION | $5,000 | |
| GHETTO RESCUE FOUNDATION | ||||||||
| 751 S WEIR CANYON RD 157 | ANAHEIM HILLS | CA | 92808 | NONE | PC | GENERAL SUPPORT | $500 | |
| GIRLS ON THE RUN OF OKLAHOMA COUNTY INC | ||||||||
| 720 W WILSHIRE BLVD STE 101H | OKLAHOMA CITY | OK | 73116 | NONE | PC | CENTRAL OKLAHOMA SITE EXPANSION | $10,000 | |
| GREAT EXPECTATIONS | ||||||||
| PO BOX 1710 | TAHLEQUAH | OK | 74465 | NONE | PC | PROFESSIONAL DEVELOPMENT TRAINING | $25,000 | |
| GREEN BOX ARTS | ||||||||
| 1001 W WILSHIRE BLVD | OKLAHOMA CITY | OK | 73116 | NONE | PC | 2018 FESTIVAL | $5,000 | |
| HONORING AMERICA'S WARRIORS INC | ||||||||
| 1301 CORNELL PARKWAY STE 700 | OKLAHOMA CITY | OK | 73108 | NONE | PC | K9S FOR WARRIORS | $10,000 | |
| HOPEHOUSE SUPPORTIVE AND TRANSITIONAL LIVING INC | ||||||||
| 6608 N WESTERN AVE PBM 17B | OKLAHOMA CITY | OK | 73116 | NONE | PC | HOPEKIDS | $10,000 | |
| HUMANE SOCIETY OF TULSA | ||||||||
| 6232 E 60TH ST | TULSA | OK | 74135 | NONE | PC | GENERAL SUPPORT | $500 | |
| JAZZ IN JUNE INC | ||||||||
| P O BOX 2405 | NORMAN | OK | 730702405 | NONE | PC | JAZZ IN JUNE 2019 | $5,000 | |
| JUNIOR ACHIEVEMENT OF OKLAHOMA INC | ||||||||
| 211 N ROBINSON STE 201 | OKLAHOMA CITY | OK | 73102 | NONE | PC | PROGRAMS FOR HIGH POVERTY STUDENTS | $6,000 | |
| KINGS GATE MINISTRIES INCORPORATED | ||||||||
| 1400 N PORTLAND AVE | OKLAHOMA CITY | OK | 73120 | NONE | PC | WILDLIFE HABITAT IMPROVEMENTS AT SCHOOL | $10,000 | |
| LIFE CHANGE ACADEMY | ||||||||
| 4509 TAMARISK DR | OKLAHOMA CITY | OK | 73142 | NONE | PC | INSTRUCTIONAL ASSISTANCE PROJECT | $20,000 | |
| MERCY FOR ANIMALS | ||||||||
| 8033 SUNSET BOULEVARD STE 864 | LOS ANGELES | CA | 90046 | NONE | PC | EDUCATION IN OKLAHOMA | $25,000 | |
| METROPOLITAN SCHOOL OF DANCE INC | ||||||||
| PO BOX 14744 | OKLAHOMA CITY | OK | 73113 | NONE | PC | SUMMER WORKSHOP SERIES | $9,990 | |
| MINDY'S MEMORY PRIMATE SANCTUARY | ||||||||
| 2205 SW 24TH ST | NEWCASTLE | OK | 73065 | NONE | PC | VETERINARY CARE, HABITAT IMPROVEMENTS | $10,000 | |
| NATIONAL COWBOY & WESTERN HERITAGE MUSEUM | ||||||||
| 1700 NE 63RD | OKLAHOMA CITY | OK | 73111 | NONE | PC | SPIRO AND THE ART OF THE MISSISSIPPIAN WORLD | $50,000 | |
| NATIONAL WEATHER MUSEUM & SCIENCE CENTER | ||||||||
| 1200 W ROCK CREEK RD STE B | NORMAN | OK | 73069 | NONE | PC | WEATHER RESEARCH AIRCRAFT RESTORATION | $8,500 | |
| NATIONAL WWII MUSEUM | ||||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NATIVE AMERICA HUMANE SOCIETY | ||||||||
| 3838 WEST CARSON ST STE 218 | TORRANCE | CA | 90503 | NONE | PC | GENERAL SUPPORT | $500 | |
| NATIVE AMERICA HUMANE SOCIETY | ||||||||
| 3838 WEST CARSON ST STE 218 | TORRANCE | CA | 90503 | NONE | PC | GENERAL SUPPORT | $500 | |
| NATURE CONSERVANCY | ||||||||
| 48 NW 7TH ST | OKLAHOMA CITY | OK | 73102 | NONE | PC | OKA 'YANAHLI PRESERVE MAINTENANCE FACILITY | $25,000 | |
| NEWSPAPER IN EDUCATION INSTITUTE | ||||||||
| 100 W MAIN ST SUITE 100 | OKLAHOMA CITY | OK | 73102 | NONE | PC | EDUCATIONAL BROCHURE | $20,232 | |
| NORMAN ARTS AND HUMANITIES COUNCIL | ||||||||
| 122 EAST MAIN STREET | NORMAN | OK | 73069 | NONE | PC | MAINSITE CONTEMPORARY GALLERY | $20,000 | |
| NORMAN MUSIC ALLIANCE INC | ||||||||
| 115 E GRAY STREET | NORMAN | OK | 73069 | NONE | PC | 2018 MUSIC FESTIVAL | $6,500 | |
| ODYSSEY LEADERSHIP ACADEMY | ||||||||
| 100 E CALIFORNIA AVENUE SUITE 300 | OKLAHOMA CITY | OK | 73104 | NONE | PC | INITIATIVES FOR ACADEMIC ENRICHMENT | $25,000 | |
| OKLAHOMA ALLIANCE FOR ARTS EDUCATION | ||||||||
| P O BOX 1275 | JENKS | OK | 74037 | NONE | PC | PROFESSIONAL LEARNING TRAVEL GRANTS FOR ARTS EDUCATORS | $3,000 | |
| OKLAHOMA ARTS INSTITUTE INC | ||||||||
| 111 NW 9TH STREET | OKLAHOMA CITY | OK | 73102 | NONE | PC | SUMMER ARTS INSTITUTE AT QUART MOUNTAIN | $25,000 | |
| OKLAHOMA CITY BALLET | ||||||||
| 6800 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73116 | NONE | PC | YVONNE CHOTEAU SCHOOL OF DANCE | $100,000 | |
| OKLAHOMA CITY COMMUNITY FOUNDATION | ||||||||
| PO BOX 1146 | OKLAHOMA CITY | OK | 73101 | NONE | PC | OKLAHOMA CITY MUSEUM OF ART AFFILIATED FUND | $50,000 | |
| OKLAHOMA CITY COMMUNITY FOUNDATION | ||||||||
| PO BOX 1146 | OKLAHOMA CITY | OK | 73101 | NONE | PC | KIRKPATRICK FOUNDATION GIFT FUND | $200,000 | |
| OKLAHOMA CITY MUSEUM OF ART | ||||||||
| 415 COUCH DRIVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | SEASON SPONSORSHIP | $50,000 | |
| OKLAHOMA CITY PUBLIC SCHOOLS FOUNDATION | ||||||||
| 5225 N SHARTEL AVE | OKLAHOMA CITY | OK | 73118 | NONE | PC | DONORSCHOOSE.ORG PARTNERSHIP FOR ARTS PROJECTS | $50,000 | |
| OKLAHOMA COMMUNITY ORCHESTRA | ||||||||
| C/O OC - MUSIC DEPARTMENT PO BOX | OKLAHOMA CITY | OK | 73136 | NONE | PC | PROGRAMMING | $5,000 | 11000 |
| OKLAHOMA EDUCATIONAL TELEVISION AUTHORITY FOUNDATION | ||||||||
| 7403 N KELLY AVE | OKLAHOMA CITY | OK | 73111 | NONE | PC | EDUCATIONAL, PUBLIC AFFAIRS, CULTURAL PROGRAMMING | $50,000 | |
| OKLAHOMA FAMILY CENTER FOR AUTISM INC | ||||||||
| 13919-B N MAY AVE 106 | OKLAHOMA CITY | OK | 73134 | NONE | PC | COMMUNICATION AND HUMANE EDUCATION | $1,000 | |
| OKLAHOMA FOUNDATION FOR EXCELLENCE | ||||||||
| 101 PARK AVE SUITE 420 | OKLAHOMA CITY | OK | 73102 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | ||||||||
| 825 NE 13TH ST | OKLAHOMA CITY | OK | 73104 | NONE | PC | TEEN LEADERS IN PHILANTHROPY | $10,000 | |
| OKLAHOMA PHILHARMONIC SOCIETY INC | ||||||||
| 424 COLCORD DR STE B | OKLAHOMA CITY | OK | 73102 | NONE | PC | EDUCATION & OUTREACH | $60,000 | |
| OKLAHOMA SCHOOL OF SCIENCE & MATHMATICS FOUNDATION | ||||||||
| 1141 NORTH LINCOLN BOULEVARD | OKLAHOMA CITY | OK | 73104 | NONE | PC | FINE ARTS PRORAM | $20,000 | |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | ||||||||
| 900 NORTH PORTLAND | OKLAHOMA CITY | OK | 731076195 | NONE | PC | OKLAHOMA ENGAGED - PROJECT PUBLIC OFFICE | $50,000 | |
| OKLAHOMA WESTIE RESCUE FOUNDATION | ||||||||
| 9810 E 116TH STREET | SOUTH BIXBY | OK | 74008 | NONE | PC | GENERAL SUPPORT | $500 | |
| OKLAHOMA YOUTH ORCHESTRA | ||||||||
| 2501 N BLACKWELDER | OKLAHOMA CITY | OK | 73106 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| OKLAHOMA ZOOLOGICAL SOCIETY INC | ||||||||
| P O BOX 18424 | OKLAHOMA CITY | OK | 73154 | NONE | PC | URBAN ECOLOGY PARTNERSHIP FOR OKC | $42,500 | |
| OPERATION OPPORTUNITY FOUNDATION | ||||||||
| 1012 14TH ST NW SUITE 1200 | WASHINGTON | DC | 20005 | NONE | PC | WARRIOR-SCHOLAR PROJECT, UNIVERSITY OF OKLAHOMA | $10,000 | |
| OPRY HERITAGE FOUNDATION OF OKLAHOMA | ||||||||
| 2221 EXCHANGE AVENUE | OKLAHOMA CITY | OK | 73108 | NONE | PC | TRANSFORMING LIVES THROUGH MUSIC | $20,000 | |
| P C NORTH BAND BOOSTERS | ||||||||
| PO BOX 720877 | OKLAHOMA CITY | OK | 73162 | NONE | PC | GREAT PLAINS INTERNATIONAL MARIMBA COMPETITION | $1,500 | |
| PAYNE COUNTY ANIMAL RESPONSE TEAM INC | ||||||||
| PO BOX 121 | STILLWATER | OK | 74076 | NONE | PC | BASIC ANIMAL EMERGENCY RESPONSE TRAINING | $6,000 | |
| PEACEFUL ANIMAL ADOPTION SHELTER INC | ||||||||
| 628 S WILSON | VINITA | OK | 74301 | NONE | PC | GENERAL SUPPORT | $500 | |
| PEACEFUL ANIMAL ADOPTION SHELTER INC | ||||||||
| 628 S WILSON | VINITA | OK | 74301 | NONE | PC | PAAS PET OVER POPULATION | $8,000 | |
| PERFORMING ARTS STUDIO INC | ||||||||
| 3214 BART CONNER DRIVE | NORMAN | OK | 73072 | NONE | PC | SUMMER BREEZE STAGES | $8,000 | |
| PET ANGELS RESCUE INC | ||||||||
| 10374 S COLTRANE | GUTHRIE | OK | 73044 | NONE | PC | ADOPTION CENTET IMPROVEMENT | $10,000 | |
| PETS AND PEOPLE HUMANE SOCIETY INC | ||||||||
| P O BOX 850587 | YUKON | OK | 730850587 | NONE | PC | FINANCIAL AUDIT SUPPORT | $10,000 | |
| PLAZA DISTRICT ASSOCIATION INC | ||||||||
| 1624 N BLACKWELDWE APT 1 | OKLAHOMA CITY | OK | 73106 | NONE | PC | PLAZA DISTRICT FESTIVAL | $3,000 | |
| POLLARD THEATRE COMPANY | ||||||||
| PO BOX 38 120 W HARRISON AVE | GUTHRIE | OK | 73044 | NONE | PC | SEASON SPONSORSHIP | $25,000 | |
| PONCA CITY HUMANE SOCIETY | ||||||||
| 900 WEST PROSPECT | PONCA CITY | OK | 74601 | NONE | PC | GENERAL SUPPORT | $500 | |
| PRAIRIE DANCE THEATRE INC | ||||||||
| 6608 N WESTERN 1135 | OKLAHOMA CITY | OK | 73116 | NONE | PC | FALL PROGRAMMING | $7,000 | |
| PRESERVATION OKLAHOMA INC | ||||||||
| 405 NW 15TH STREET | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| PRICE TOWER ARTS CENTER | ||||||||
| 510 S DEWEY AVENUE | BARTLESVILLE | OK | 74003 | NONE | PC | CONSERVATION MANAGEMENT PLAN | $15,000 | |
| REDEEMING THE FAMILY INC | ||||||||
| 1409 NW 150TH | EDMOND | OK | 73013 | NONE | PC | OKLAHOMA MESSAGES PROJECT | $15,000 | |
| SAFE HAVEN ANIMAL RESCUE | ||||||||
| PO BOX 76089 | OKLAHOMA CITY | OK | 73147 | NONE | PC | GENERAL SUPPORT | $250 | |
| SAVE OUR MONARCHS FOUNDATION | ||||||||
| PO BOX 390135 | MINNEAPOLIS | MN | 55439 | NONE | PC | GENERAL SUPPORT | $500 | |
| SCISSORTAIL COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| 302 SOUTHWEST 25TH STREET | OKLAHOMA CITY | OK | 73109 | NONE | PC | ACADEMIC PROGRAM | $10,000 | |
| SHILOH SUMMER CAMP INC | ||||||||
| 448 NE 70TH ST | OKLAHOMA CITY | OK | 73105 | NONE | PC | ARTS PROGRAM EXPANSION | $8,000 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER ST SUITE 1250 | OAKLAND | CA | 94612 | NONE | PC | OKLAHOMA RENEEWAL ENERGY EDUCATION | $125,000 | |
| SMART START CENTRAL OKLAHOMA | ||||||||
| PO BOX 21505 | OKLAHOMA CITY | OK | 73156 | NONE | PC | EARLY BIRDS PROGRAM | $8,000 | |
| ST MARY CATHOLIC SCHOOL | ||||||||
| 502 E WARNER AVE | GUTHRIE | OK | 73044 | NONE | PC | EDUCATIONAL EXCELLENCE | $10,000 | |
| STREET CATS | ||||||||
| 6520 E 60TH STREET | TULSA | OK | 74145 | NONE | PC | GENERAL SUPPORT | $500 | |
| STUDENT EDUCATION AND ETHICS DEVELOPMENT FOUNDATION | ||||||||
| PO BOX 7866 | EDMOND | OK | 73083 | NONE | PC | STATEWIDE STUDENT ETHICS CHALLENGE | $4,000 | |
| TEEN RECOVERY SOLUTIONS INC | ||||||||
| 720 WEST WILSHIRE BLVD SUITE 101-A | OKLAHOMA CITY | OK | 73116 | NONE | PC | ART FOR TEENS IN ADDICTION RECOVERY | $15,000 | |
| THICK DESCRIPTIONS | ||||||||
| PO BOX 21383 | OKLAHOMA CITY | OK | 73120 | NONE | PC | STEAM IN FLIGHT | $500 | |
| THOROUGHBRED ATHLETES INC | ||||||||
| 2851 SOUTH MIDWEST BLVD | GUTHRIE | OK | 73044 | NONE | PC | HORSE RESCUE, REHAB, TRAINING, ADOPTION | $5,000 | |
| TINY PAWS KITTEN RESCUE INC | ||||||||
| 901 SOUTH LOWRY | STILLWATER | OK | 74074 | NONE | PC | NEONATAL KITTEN SPAY/NEUTER | $10,000 | |
| TINY PAWS KITTEN RESCUE INC | ||||||||
| 901 SOUTH LOWRY | STILLWATER | OK | 74074 | NONE | PC | BEST FRIENDS NATIONAL CONFERENCE | $1,000 | |
| TULSA AUDUBON SOCIETY (WING IT) | ||||||||
| PO BOX 330140 | TULSA | OK | 74133 | NONE | PC | GENERAL SUPPORT FOR WING-IT | $500 | |
| TULSA COMMUNITY FOUNDATION | ||||||||
| 7030 SOUTH YALE SUITE 600 | TULSA | OK | 74136 | NONE | PC | GENERAL SUPPORT FOR 501TECH OKC PROGRAM | $20,000 | |
| TULSA SPCA | ||||||||
| 2910 MOHAWK BLVD | TULSA | OK | 74110 | NONE | PC | GENERAL SUPPORT | $500 | |
| UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION | ||||||||
| 100 NORTH UNIVERSITY DRIVE | EDMOND | OK | 73034 | NONE | PC | MITOCHONDRIAL DNA SEQUENCER, UCO FORENSIC SCIENCE INSTITUTE | $150,000 | |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | ||||||||
| 555 ELM AVE | NORMAN | OK | 73019 | NONE | PC | INSTITUTE FOR THE STUDY OF HUMAN FLOURISHING | $35,000 | |
| UNIVERSITY OF SCIENCE & ARTS OF OK FDN INC | ||||||||
| 1727 W ALABAMA AVE | CHICKASHA | OK | 73018 | NONE | PC | DAVIS WALDORF PERFORMING ART SERIES | $7,900 | |
| URBAN LEAGUE OF GREATER OKLAHOMA CITY INC | ||||||||
| 3900 N MARTIN LUTHER KING AVENUE | OKLAHOMA CITY | OK | 73111 | NONE | PC | WILD ABOUT STEAM PROGRAM | $30,000 | |
| WOODY GUTHRIE COALITION INC | ||||||||
| PO BOX 661 | OKEMAH | OK | 74859 | NONE | PC | WOODY GUTHRIE FOLK FESTIVAL, OUTREACH & BOARD TRAINING | $7,500 | |
| JOHN W REX CHARTER ELEMENTARY SCHOOL INC | ||||||||
| 500 W SHERIDAN AVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | FOSS CURRICULUM | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,110,731 | 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 | $1,477,925 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $318,543 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,715,965 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,512,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,512,433 | 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 | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,820 | Amt |
| Net Investment Income | $8,410 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,410 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC DTD 05/03/2013 2.40% DUE 05/03/2023 | $483,465 | $483,465 |
| APPLE INC DTD 02/09/2015 2.15% DUE 02/09/2022 | $487,500 | $487,500 |
| BANK ONE MICHIGAN DTD 11/03/1994 8.25% 11/01/2024 | $239,912 | $239,912 |
| EXXON MOBIL CORPORATION DTD 03/06/2015 2.397% DUE 03/06/2022 | $490,690 | $490,690 |
| GENERAL ELECTRIC CO DTD 10/09/12 2.700% DUE 10/09/22 | $463,965 | $463,965 |
| JP MORGAN CHASE & CO DTD 10/22/14 2.200% DUE 10/22/19 | $495,805 | $495,805 |
| MERCK & CO INC DTD 02/10/2015 2.350% DUE 02/10/2022 | $490,305 | $490,305 |
| MICROSOFT CORP DTD02/12/2015 2.375% DUE 02/12/2022 | $493,940 | $493,940 |
| PEPSICO INC DTD 01/14/2010 4.5% 01/15/2020 | $509,080 | $509,080 |
| WALT DISNEY COMPANY DTD 03/16/2009 5.5% 03/15/2019 | $251,195 | $251,195 |
| WELLS FARGO & COMPANY DTD 07/25/2016 2.10% DUE 07/26/2021 | $484,390 | $484,390 |
| OKLAHOMA G&E CO DTD 08/17/18 3.800% DUE 08/15/28 | $504,510 | $504,510 |
| QUALCOMM INC DTD 05/20/15 3.450% DUE 05/20/25 | $240,533 | $240,533 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (75 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $636,504 | $636,504 |
| ABBVIE INC. | $737,520 | $737,520 |
| ACCENTURE PLC-CL A | $634,545 | $634,545 |
| AECOM | $169,600 | $169,600 |
| ALIGN TECHNOLOGY INC | $314,145 | $314,145 |
| ALLERGAN PLC | $147,026 | $147,026 |
| ALPHABET INC-CL A | $940,464 | $940,464 |
| ALPHABET INC-CL C | $1,583,448 | $1,583,448 |
| APPLE COMPUTER INC | $2,042,733 | $2,042,733 |
| APTIV PLC | $258,594 | $258,594 |
| AT&T INC | $171,240 | $171,240 |
| BIOGEN INC | $173,029 | $173,029 |
| CARMAX INC | $784,125 | $784,125 |
| CHEVRON CORP | $326,370 | $326,370 |
| CIGNA CORP | $175,660 | $175,660 |
| CISCO SYSTEMS INC | $953,260 | $953,260 |
| CME GROUP INC | $1,316,840 | $1,316,840 |
| COMCAST CORP CLASS A | $483,510 | $483,510 |
| DIAGEO SPONSORED ADR NEW | $155,980 | $155,980 |
| DOWDUPONT INC | $219,375 | $219,375 |
| EMERSON ELECTRIC CO | $585,550 | $585,550 |
| EXXON MOBIL CORP | $395,502 | $395,502 |
| FACEBOOK INC-A | $327,725 | $327,725 |
| FISERV | $374,799 | $374,799 |
| GENERAL MILLS | $362,142 | $362,142 |
| GILEAD SCIENCES INC | $344,025 | $344,025 |
| GLAXOSMITHKLINE PLC | $191,050 | $191,050 |
| GOLDMAN SACHS | $204,636 | $204,636 |
| HUMANA INC | $272,156 | $272,156 |
| IHS MARKIT LTD | $679,297 | $679,297 |
| ILLINOIS TOOLS WORKS INC | $1,026,189 | $1,026,189 |
| INTEL CORP | $1,243,645 | $1,243,645 |
| INTUIT | $846,455 | $846,455 |
| INTUITIVE SURGICAL INC | $1,544,517 | $1,544,517 |
| ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF | $178,784 | $178,784 |
| ISHARES MSCI EAFE ETF | $855,249 | $855,249 |
| ISHARES MSCI EMERGING MARKETS ETF | $828,072 | $828,072 |
| ISHARES RUSSELL 2000 ETF | $2,316,470 | $2,316,470 |
| JOHNSON & JOHNSON | $509,748 | $509,748 |
| JPMORGAN ALERIAN MLP INDEX | $1,852,560 | $1,852,560 |
| JPMORGAN CHASE & CO | $932,759 | $932,759 |
| KINDER MORGAN INC | $267,258 | $267,258 |
| KRAFT HEINZ CO/THE | $190,796 | $190,796 |
| KROGER CO | $275,000 | $275,000 |
| LOWES COS INC | $369,440 | $369,440 |
| MEDIDATA SOLUTIONS INC | $134,840 | $134,840 |
| MEDTRONIC PLC | $667,374 | $667,374 |
| MICROSOFT CORP | $690,676 | $690,676 |
| MONDELEZ INTERNATIONAL INC-A | $532,399 | $532,399 |
| MSCI INC | $339,089 | $339,089 |
| NEXTERA ENERGY INC | $903,864 | $903,864 |
| NVIDIA CORP | $133,500 | $133,500 |
| PEPSICO INC | $994,320 | $994,320 |
| PFIZER INC | $318,645 | $318,645 |
| PROCTER & GAMBLE CO | $1,011,120 | $1,011,120 |
| PROLOGIS INC | $514,387 | $514,387 |
| QUALCOMM | $1,240,638 | $1,240,638 |
| RED HAT INC | $263,460 | $263,460 |
| ROYAL CARIBBEAN CRUISES LTD | $224,917 | $224,917 |
| SCHLUMBERGER LTD | $97,416 | $97,416 |
| STERICYCLE INC | $445,784 | $445,784 |
| TRIMBLE INC | $352,137 | $352,137 |
| U.S. BANCORP NEW | $333,610 | $333,610 |
| UNILEVER N V -NY SHARES | $150,640 | $150,640 |
| UNITEDHEALTH GROUP INC | $597,888 | $597,888 |
| VANGUARD INT APP INDX FD | $115,200 | $115,200 |
| VANGUARD REIT ETF | $2,013,390 | $2,013,390 |
| VERIZON COMMUNICATIONS | $520,653 | $520,653 |
| WALGREENS BOOTS ALLIANCE INC | $341,650 | $341,650 |
| WALT DISNEY COMPANY | $915,578 | $915,578 |
| WELLS FARGO & CO | $368,640 | $368,640 |
| WISDOMTREE EMERGING MARKETS SMALL CAP DIV | $191,647 | $191,647 |
| XYLEM INC | $467,040 | $467,040 |
| YUM BRANDS INC | $229,800 | $229,800 |
| YUM CHINA HOLDINGS INC | $167,650 | $167,650 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,963,495 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,963,495 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,490,005 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,490,005 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $240 | LegalFeesAmt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $120 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART COLLECTION | $54,119 | $54,119 | $54,119 |
| OIL AND GAS MINERAL PROPERTY | $162 | $162 | $162 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $6,368,798 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMPUTER | $18,615 | $18,615 | $0 | $0 |
| ANNUAL REPORT | $12,643 | $0 | $0 | $12,643 |
| DUES, SUBSCRIPTIONS & FEES | $5,971 | $2,985 | $0 | $2,986 |
| INSURANCE | $18,175 | $11,996 | $0 | $6,179 |
| MISCELLANEOUS | $3,595 | $0 | $0 | $3,595 |
| WEBSITE | $708 | $354 | $0 | $354 |
| SUPPLIES | $3,769 | $1,884 | $0 | $1,885 |
| EDUCATION | $4,021 | $0 | $0 | $4,021 |
| PROGRAMS - ART DESK AND ANIMAL WELFARE | $1,035,015 | $0 | $0 | $1,035,015 |
| EQUIPMENT RENTAL | $5,470 | $0 | $0 | $5,470 |
| OTHER PROGRAMS | $21,602 | $0 | $0 | $21,602 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTY REVENUE | $339,068 | $339,068 | $0 |
| OTHER INCOME | -$20,525 | -$20,525 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK MANAGEMENT FEES | $34,392 | $34,392 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $122,184 | $122,184 | $0 | $0 |
| OIL & GAS MANAGEMENT FEES | $22,335 | $22,335 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAX | $671 | $671 | $0 | $0 |
| GROSS PRODUCTION TAX | $28,638 | $28,638 | $0 | $0 |
| FOREIGN TAXES | $6,645 | $6,645 | $0 | $0 |
| PAYROLL TAXES | $34,027 | $5,104 | $0 | $28,923 |
| EXCISE TAXES | $54,500 | $0 | $0 | $0 |