ROSS CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROSS CHARITABLE FOUNDATION (EIN 20-5309346)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201943179349101819
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T13:40:13-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731528194 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCK STRATEGIES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8811 S YALE AVE STE 400 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74137 | 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 | 205309346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 690960 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN E ROSS | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Signature | 2019-11-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON SPOON CPA | PreparerPersonNm |
| PTIN | P01538291 | PTIN |
| Phone | 9184914036 | PhoneNum |
| Preparation | 2019-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.38.22.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-13 | IPDt |
| IP Tm | 13:40:13 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 885A9E6681664A3DE41E27B5BC713E69B199A04C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 885A9E6681664A3DE41E27B5BC713E69B199A04C | 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 | $1,274,136 | 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 | $5,250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,332 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,332 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $647 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $647 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,247 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,997 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,740 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,081 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,887 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,081 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,435 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,081 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,916 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,631 | CashBOYAmt |
| Cash EOY | $52,427 | CashEOYAmt |
| Cash EOYFMV | $52,427 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $500 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $500 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,254,026 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,221,209 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,221,209 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,335,657 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,274,136 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,274,136 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,001 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $18,001 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,478,799 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,478,799 | CapitalStockEOYAmt |
| Retained Earning BOY | -$161,143 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$204,663 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,317,656 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,274,136 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,335,657 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,274,136 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,317,656 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,075 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,278,581 | SubtotalAmt |
| Other Decreases | $4,445 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,274,136 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $193,934 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,679,726 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072371 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $287,726 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,223,549 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.129399 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $244,534 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,552,600 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.157500 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $123,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,774,834 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069443 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $139,577 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,684,283 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051998 | DistributionYr5Rt |
| Total Distribution | 0.480711 | TotalDistributionRt |
| Average Distribution | 0.096142 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,284,585 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $123,503 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $189 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,692 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $57,435 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $378 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $378 | SubtotalAmt |
| Tax Based On Investment Income | $378 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $963 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $963 | TotalPaymentsAndCreditsAmt |
| Overpayment | $585 | OverpaymentAmt |
| Applied To ES Tax | $585 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | TERESA ROSS | IndividualWithBooksNm |
| Phone | 9182347675 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 690960 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741690960 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WARREN E ROSS | ||||||||
| PO BOX 690960 | TULSA | OK | 741690960 | SECRETARY | 1.00 | $0 | $0 | $0 |
| TERESA A ROSS | ||||||||
| PO BOX 690960 | TULSA | OK | 741690960 | TREASURER | 1.00 | $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 | $10,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,529 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,227,422 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,304,147 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,304,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,284,585 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,229 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,229 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $378 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $378 | TotalTaxAmt |
| Distributable Before Adj | $63,851 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $63,851 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $63,851 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,435 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,435 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $57,435 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,851 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $5,972 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,911 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $167,229 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $178,169 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,485 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $446,766 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,435 | QualifyingDistributionsAmt |
| Applied To Current Year | $57,435 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $6,416 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,416 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $440,350 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $440,350 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,467 | ExcessFromYear4Amt |
| Excess From Year3 | $167,229 | ExcessFromYear3Amt |
| Excess From Year2 | $178,169 | ExcessFromYear2Amt |
| Excess From Year1 | $60,485 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ROSS CHARITABLE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 690960 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741690960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9182347675 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION, IN ANY FORM, MUST BE SUBMITTED IN WRITING, INCLUDE A BRIEF DESCRIPTION OF THE ORGANIZATION AND THE PROGRAM NEEDING FUNDING AND INCLUDE EVIDENCE OF CHARITABLE, EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| BOOKER T WASHINGTON FOUNDATION | |||||||
| 1514 E ZION | TULSA | OK | 74106 | PC | GENERAL FUND | $15,435 | |
| MASSACHUSETTS INSTITUTE | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | PC | GENERAL FUND | $10,000 | OF TECHNOLOGY |
| THE ROCK HOUSE CHURCH | |||||||
| PO BOX 508 | CATOOSA | OK | 74015 | PC | ANGEL TREE | $4,000 | |
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 830 VAN VLEET OVAL | NORMAN | OK | 730190685 | PC | GENERAL FUND | $10,000 | |
| UNIVERSITY OF TULSA | |||||||
| 800 S TUCKER DRIVE | TULSA | OK | 741049700 | PC | GENERAL FUND | $7,000 | UNIVERSITY SCHOOL |
| TULSA GLOBAL ALLIANCE | |||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 741043126 | PC | GENERAL FUND | $1,000 | |
| BIKE CLUB | |||||||
| 1613 W LINCOLN PL | BROKEN ARROW | OK | 74012 | PC | SILENT AUCTION | $2,500 | |
| TULSA HUB | |||||||
| 601 W 3RD ST | TULSA | OK | 74103 | PC | SPOKEASY 2018 | $2,500 | |
| OKLAHOMA STATE UNIVERSITY | |||||||
| 700 N GREENWOOD AVE | TULSA | OK | 74106 | PC | GENERAL FUND | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,435 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,332 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $647 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,997 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,997 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THE ROSS GROUP CONSTRUCTION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52570 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741520570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,250 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS | $8,273 | $8,273 |
| INVESTMENT IN PRIVATELY HELD COMPANY | $1,212,936 | $1,212,936 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $4,445 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $1,081 | $1,081 |
| MISCELLANEOUS | $66 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,740 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX EXP | CategoryTxt |
| Amt | $1,000 | Amt |