MAXINE AND JACK ZARROW FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MAXINE AND JACK ZARROW FAMILY FOUNDATION (EIN 31-6640903)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349101005
- Schema version
- 2024v5.2
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T08:11:07-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2222 SOUTH UTICA PL SUITE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316640903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAXINE AND JACK ZARROW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAXI | BusinessNameControlTxt |
| Phone | 9182958000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SOUTH BOSTON AVENUE 2700 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741034012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHAWN CRISP | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 9182958000 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MEGAN COURTNEY | PreparerPersonNm |
| PTIN | P01571790 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $85,722,658 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,925,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,925,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,223,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,332,021 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,223,617 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,149,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,149,517 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,740 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,370 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,370 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,667 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,333 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,334 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,293 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,934 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $574,696 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $291,759 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $276,628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $655,396 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $337,396 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $309,332 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,839,585 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,839,585 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,494,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $337,396 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,148,917 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$345,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,812,121 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,080 | CashBOYAmt |
| Cash EOY | $19,012 | CashEOYAmt |
| Cash EOYFMV | $19,012 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $873,937 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,313,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,313,861 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,239,513 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,764,850 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,791,295 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,576,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,762,505 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,722,077 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,944,469 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,450,424 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,876,413 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $33,123 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,123 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $50,681,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,310,652 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $85,722,658 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $43,986 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $47,478 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $43,986 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,478 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $50,637,937 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $50,263,174 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,637,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,263,174 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,681,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,310,652 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,637,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$345,464 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,292,473 | SubtotalAmt |
| Other Decreases | $29,299 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,263,174 | 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 |
| Gross Sales Price | $7,332,021 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,108,404 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,223,617 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,223,617 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,223,617 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,088 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,088 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,088 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $52,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $500 | EsPenaltyAmt |
| Overpayment | $12,412 | OverpaymentAmt |
| Applied To ES Tax | $12,412 | 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.ZARROW.COM | WebsiteAddressTxt |
| Individual With Books | ZARROW FAMILY OFFICE LLC | IndividualWithBooksNm |
| Phone | 9182958000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SOUTH BOSTON AVE SUITE 2700 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741034012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| GAIL RICHARDS | ||||||||
| 401 SOUTH BOSTON AVE SUITE 2700 | TULSA | OK | 741034012 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ERIC RICHARDS | ||||||||
| 401 SOUTH BOSTON AVE SUITE 2700 | TULSA | OK | 741034012 | VP/SECRETARY | 0.00 | $0 | $0 | $0 |
| HILARY ZARROW | ||||||||
| 401 SOUTH BOSTON AVE SUITE 2700 | TULSA | OK | 741034012 | VP/TREASURER/ASST SECRETAR | 0.00 | $0 | $0 | $0 |
| SHAWN CRISP | ||||||||
| 401 SOUTH BOSTON AVE SUITE 2700 | TULSA | OK | 741034012 | ASSISTANT TREASURER | 0.00 | $0 | $0 | $0 |
| ALISON ZARROW | ||||||||
| 401 SOUTH BOSTON AVE SUITE 2700 | TULSA | OK | 741034012 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| RACHEL ZARROW | ||||||||
| 401 SOUTH BOSTON AVE SUITE 2700 | TULSA | OK | 741034012 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| MAXINE ZARROW | ||||||||
| 401 SOUTH BOSTON AVE SUITE 2700 | TULSA | OK | 741034012 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| REBECCA RICHARDS | ||||||||
| 401 SOUTH BOSTON AVE SUITE 2700 | TULSA | OK | 741034012 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZARROW FAMILY OFFICE | |||||
| 401 S BOSTON AVE SUITE 2700 | TULSA | OK | 741034012 | INVESTMENT MGMT AND ACCOUNTING FEES | $273,976 |
| ZARROW FAMILY OFFICE | |||||
| 401 S BOSTON AVE SUITE 2700 | TULSA | OK | 741034012 | FOUNDATION MGMT SERVICES AND PROGRAM & GRANTS MGMT | $258,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $50,129,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,507,919 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,364,985 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,002,761 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,002,761 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $840,041 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,162,720 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,758,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,758,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,088 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $39,088 | TotalTaxAmt |
| Distributable Before Adj | $2,719,048 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,719,048 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,719,048 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,148,917 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,148,917 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,719,048 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,687,425 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,371,108 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,215,436 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $5,273,969 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,148,917 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,719,048 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $429,869 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,703,838 | 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 | $1,687,425 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,016,413 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,371,108 | ExcessFromYear4Amt |
| Excess From Year3 | $2,215,436 | ExcessFromYear3Amt |
| Excess From Current Year | $429,869 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BILL MAJOR EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SOUTH BOSTON AVE SUITE 2700 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741034012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9182958000 | RecipientPhoneNum |
| Form And Info And Materials | A WRITTEN DESCRIPTION OF THE PROGRAM AND EVIDENCE OF TAX EXEMPTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY TULSA AREA, TO PUBLICLY SUPPORTED EXEMPT ORGANIZATIONS PROVIDING RELIEF TO THE POOR, DISTRESSED, UNDERPRIVILEGED, ETC. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| THE AARON K STERN FOUNDATION | |||||||
| 4730 S YORKTOWN AVE | TULSA | OK | 74105 | PC | AARON'S CAMP 2024 | $1,500 | |
| ABILITY RESOURCES | |||||||
| 110 W 7TH STREET SUITE 200 | TULSA | OK | 74119 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| ASSISTANCE LEAGUE OF TULSA | |||||||
| 5350 EAST 31ST STREET | TULSA | OK | 74135 | PC | OPERATION SCHOOL BELL | $25,000 | |
| BIT BY BIT THERAPEUTIC RIDING CENTER INC | |||||||
| 14674 S HIGHWAY 169 | OOLOGAH | OK | 74053 | PC | BOOTS & DIAMONDS UNDER THE STARS 2024 | $1,000 | |
| B'NAI EMUNAH CONGREGATION | |||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | HOLY HOEDOWN 2024 | $5,056 | |
| B'NAI EMUNAH CONGREGATION | |||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | OPERATING EXPENSES | $30,000 | |
| B'NAI EMUNAH CONGREGATION | |||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | RABBI'S RETIREMENT FUND | $3,000 | |
| B'NAI EMUNAH CONGREGATION | |||||||
| PO BOX 52430 | TULSA | OK | 74152 | PC | GENERAL FUND, FOR MOVING EXPENSES | $2,355 | |
| BOTTOM LINE INC | |||||||
| 500 AMORY STREET STE 3 | BOSTON | MA | 02130 | PC | BOTTOM LINE CHICAGO, IN HONOR OF ALEJANDRO & DIANE LONGORIA | $2,500 | |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST STREET NE STE 400 | WASHINGTON | DC | 20002 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| 108 CONTEMPORARY | |||||||
| 108 E RECONCILIATION WAY | TULSA | OK | 74103 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| BRIDGES FOUNDATION THE | |||||||
| 1813 N ASH ST | JENKS | OK | 74037 | PC | BRIDGES SUMMER CAMP | $25,000 | |
| CAMP KESEM NATIONAL | |||||||
| 440 N BARRANCA AVE 2273 | COVINA | CA | 91723 | PC | CAMP KESEM AT STANFORD | $16,000 | |
| CARDIOVASCULAR RESEARCH FOUNDATION OF SOUTHERN CALIFORNIA | |||||||
| 414 N CAMDEN DR STE 1100 | BEVERLY HILLS | CA | 90210 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES LTD | |||||||
| 815 S UTICA AVENUE | TULSA | OK | 741043612 | PC | INSPIRE 2024 | $5,000 | |
| CENTER FOR THE ARTS | |||||||
| 606 SIXTH ST | CRESTED BUTTE | CO | 81224 | PC | SPONSORSHIP OF THE 2024 ALPENGLOW SUMMER CONCERT SERIES | $10,000 | |
| CEREBRAL PALSY SOCCER INC | |||||||
| 94 FARGO LANE | IRVINGTON | NY | 10533 | PC | CP SOCCER CHICAGO FUNDRAISER, IN HONOR OF OLIVER CHARFOOS | $500 | |
| CHICAGO BAR FOUNDATION | |||||||
| 321 S PLYMOUTH CT STE 3B | CHICAGO | IL | 60604 | PC | INVESTING IN JUSTICE CAMPAIGN | $1,000 | |
| CHICAGO LAWYERS COMMITTEE FOR CIVIL RIGHTS | |||||||
| 100 N LASALLE ST STE 600 | CHICAGO | IL | 60602 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CLAREHOUSE | |||||||
| 7617 S MINGO ROAD | TULSA | OK | 74133 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CONGREGATION B'NAI B'RITH | |||||||
| 1000 SAN ANTONIO CREEK RD | SANTA BARBARA | CA | 93111 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| CONGREGATION EMANU-EL | |||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | RABBI BETH AND RABBI JONATHAN SINGER COMMUNITY ENGAGEMENT FUND | $20,000 | |
| CONGREGATION EMANU-EL | |||||||
| 2 LAKE ST | SAN FRANCISCO | CA | 94118 | PC | RABBI BETH AND RABBI JONATHAN SINGER COMMUNITY ENGAGEMENT FUND | $50,000 | |
| CREATIVITY EXPLORED | |||||||
| 3245 16TH STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| PHYSICAL 40 RECTOR STREET 16TH | NEW YORK | NY | 10006 | PC | HUMANITARIAN RELIEF IN GAZA | $10,000 | FLOOR |
| DUKE UNIVERSITY | |||||||
| ALUMNI DEVELOPMENT RECORDS | DURHAM | NC | 277080581 | PC | JEWISH LIFE AT DUKE | $5,000 | |
| ELEVATED ACCESS INC | |||||||
| PO BOX 6806 | CHAMPAIGN | IL | 61826 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| ELLA BAKER CENTER FOR HUMAN RIGHTS | |||||||
| 1419 34TH AVE STE 202 | OAKLAND | CA | 94601 | PC | GENERAL OPERATING SUPPORT | $3,000 | |
| FAMILY SAFETY CENTER | |||||||
| 600 CIVIC CTR SUITE 108 | TULSA | OK | 74103 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| FJC | |||||||
| 225 WEST 39TH STREET 12TH FLOOR | NEW YORK | NY | 10018 | PC | PROJECT SHEMA | $5,000 | |
| FLYAWAY PRODUCTIONS | |||||||
| 1068 BOWDOIN STREET | SAN FRANCISCO | CA | 94134 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| FRANCIS W PARKER SCHOOL | |||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | PC | MATHEMATICS ENDOWMENT ($70,000) AND PARKER FUND ($30,000) | $28,000 | |
| FRANCIS W PARKER SCHOOL | |||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | PC | PARKER PARTY 2024 | $1,000 | |
| GRAND MENTAL HEALTH | |||||||
| PO BOX 33015 | TULSA | OK | 74135 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| GREENWOOD CULTURAL CENTER | |||||||
| 322 N GREENWOOD AVE | TULSA | OK | 74120 | PC | LEGACY AWARD DINNER 2024 | $5,000 | |
| HASIDAH | |||||||
| PO BOX 9531 | BERKELEY | CA | 94709 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HILLEL JEWISH STUDENT CENTER AT OU | |||||||
| 494 ELM AVE | NORMAN | OK | 73069 | PC | CAPITAL AND ENDOWMENT CAMPAIGN (HONORING OUR MEMORIES, BUILDING OUR VISION) | $250,000 | |
| HILLEL JEWISH STUDENT CENTER AT OU | |||||||
| 494 ELM AVE | NORMAN | OK | 73069 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| HOLLAND HALL SCHOOL | |||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | MIDDLE SCHOOL CAPITAL CAMPAIGN | $50,000 | |
| HOLLAND HALL SCHOOL | |||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | GEZELLIG 2024 | $8,800 | |
| HOLLAND HALL SCHOOL | |||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | TRIVIA NIGHT 2024 | $328 | |
| HOLLAND HALL SCHOOL | |||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | ANNUAL FUND | $6,000 | |
| HOLLAND HALL SCHOOL | |||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | ARTWORKS 2024 | $1,320 | |
| THE HONEYCOMB PROJECT INC | |||||||
| 1030 W NORTH AVE STE 303 | CHICAGO | IL | 60642 | PC | HOLIDAY CHEER CHALLENGE 2024 | $2,500 | |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | PC | HUMANITARIAN RELIEF IN GAZA | $10,000 | |
| IRON GATE INC | |||||||
| 501 W ARCHER ST | TULSA | OK | 74103 | PC | GENERAL OPERATING SUPPORT | $37,500 | |
| J THE JEWISH NEWS OF NORTHERN CALIFORNIA | |||||||
| 225 BUSH STREET 480 | SAN FRANCISCO | CA | 94104 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA | |||||||
| 121 STEUART ST STE 301 | SAN FRANCISCO | CA | 94105 | PC | GENERAL OPERATING SUPPORT | $18,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA | |||||||
| 121 STEUART ST STE 301 | SAN FRANCISCO | CA | 94105 | PC | HERE I AM TRAINING PROGRAM | $15,000 | |
| JEWISH FAMILY & CHILDRENS SERVICES | |||||||
| 2150 POST STREET PO BOX 159004 | SAN FRANCISCO | CA | 94115 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| JEWISH FEDERATION OF TULSA | |||||||
| 2021 EAST 71ST STREET | TULSA | OK | 74136 | PC | ANNUAL CAMPAIGN DINNER 2024 | $450 | |
| JEWISH FEDERATION OF TULSA | |||||||
| 2021 EAST 71ST STREET | TULSA | OK | 74136 | PC | 2024 SHERWIN MILLER MUSEUM ANNUAL GALA | $2,300 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH ST | NEW YORK | NY | 10001 | PC | 2024 CONTRIBUTION | $3,600 | |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| 30 S WELLS ST | CHICAGO | IL | 60606 | PC | 1947 ACTION FUND | $10,000 | |
| JOHN HOPE FRANKLIN CENTER FOR RECONCILIATION INC | |||||||
| 535 N GREENWOOD AVE | TULSA | OK | 74106 | PC | 2024 RECONCILIATION IN AMERICA NATIONAL SYMPOSIUM | $5,000 | |
| LITTLE STAR PONY FOUNDATION | |||||||
| 1036 ARBOLADO RD | SANTA BARBARA | CA | 93103 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW SIEBENS 9 | ROCHESTER | MN | 55905 | PC | TO ESTABLISH, NAME, AND ENDOW THE MAXINE F. ZARROW FUND IN MICROBIOME RESEARCH AT THE MAYO CLINIC CENTER FOR INDIVIDUALIZED MEDICINE | $600,000 | |
| MENTAL HEALTH ASSOCIATION OKLAHOMA | |||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 74135 | PC | CARNIVALE 2024 | $30,000 | |
| MENTAL HEALTH ASSOCIATION OKLAHOMA | |||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 74135 | PC | ZARROW MENTAL HEALTH SYMPOSIUM 2024 | $30,000 | |
| MERCY CORPS | |||||||
| 45 SW ANKENY ST | PORTLAND | OR | 97204 | PC | HUMANITARIAN RELIEF IN GAZA | $10,000 | |
| MISHKAN CHICAGO | |||||||
| 4001 N RAVENSWOOD | CHICAGO | IL | 60613 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NATIONAL ALOPECIA AREATA FOUNDATION | |||||||
| 65 MITCHELL BLVD SUITE 200-B | SAN RAFAEL | CA | 94903 | PC | THE ASCOT FUND | $5,000 | |
| NORTHWESTERN UNIVERSITY | |||||||
| ALUMNI RELATIONS AND DEVELOPMENT | EVANSTON | IL | 60208 | PC | ANNUAL FUND | $5,000 | |
| OKLAHOMA CENTER FOR NONPROFITS INC | |||||||
| 701 N LINDSAY AVE | OKLAHOMA CITY | OK | 73104 | PC | VISIONS 2024 | $2,660 | |
| OKLAHOMA POLICY INC | |||||||
| 907 S DETROIT SUITE 1005 | TULSA | OK | 74120 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| OKLAHOMANS FOR EQUALITY INC | |||||||
| 621 E 4TH STREET | TULSA | OK | 74120 | PC | EQUALITY GALA 2024 | $3,000 | |
| OLD TOWN SCHOOL OF FOLK MUSIC INC | |||||||
| 4544 N LINCOLN AVE | CHICAGO | IL | 60625 | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| PEAK GRANTMAKING INC | |||||||
| 1701 PENNSYLVANIA AVE NW SUITE 200 | WASHINGTON | DC | 20006 | PC | 2024-2025 MEMBER CONTRIBUTION | $1,250 | |
| PHILANTHROPY SOUTHWEST | |||||||
| 3000 PEGASUS PARK DRIVE STE 706 | DALLAS | TX | 75247 | PC | DONATION | $2,800 | |
| PHILBROOK MUSEUM OF ART | |||||||
| PO BOX 52510 | TULSA | OK | 74152 | PC | OPERATING EXPENSES | $1,000 | |
| PLANNED PARENTHOOD NORTHERN CALIFORNIA | |||||||
| 2185 PACHECO ST | CONCORD | CA | 94520 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PLANNED PARENTHOOD GREAT PLAINS | |||||||
| 4401 WEST 109 ST | OVERLAND PARK | KS | 66211 | PC | GENERAL OPERATING SUPPORT FOR THE TULSA HEALTH CENTER | $50,000 | |
| RESTORE HOPE MINISTRIES | |||||||
| 2960 CHARLES PAGE BLVD | TULSA | OK | 741278318 | PC | HOMELESS PREVENTION INITIATIVE | $25,000 | |
| JEWISH FILM INSTITUTE | |||||||
| 145 NINTH STREET SUITE 200 | SAN FRANCISCO | CA | 94103 | PC | 2024 NEXT WAVE PROGRAMMING | $25,000 | |
| SAVE THE CHILDREN | |||||||
| ATTN GIFT PROCESSING | FAIRFIELD | CT | 06825 | PC | HUMANITARIAN RELIEF IN GAZA | $10,000 | |
| THE SENTENCING PROJECT | |||||||
| PHYSICAL 1150 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | PC | SECOND LOOK NETWORK REENTRY CHECKLIST ($10,000) AND 2025 FELLOWSHIP PROGRAM ($12,000) | $22,000 | SUITE 601 |
| SHE-CAN INC | |||||||
| PO BOX 876 | MILL VALLEY | CA | 94942 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| SINAI ASSISTED HOUSING FOUNDATION INC | |||||||
| 3100 MILITARY RD NW | WASHINGTON | DC | 20015 | PC | GIFT IN MEMORY OF TRICIA DAVIS FOR SPONSORSHIP OF THE TRICIA DAVIS 5K WALK/RUN FOR SINAI HOUSE | $5,000 | |
| STEPPENWOLF THEATER CO | |||||||
| 1650 N HALSTED ST | CHICAGO | IL | 60614 | PC | GENERAL OPERATING EXPENSES | $1,500 | |
| SUPPORTERS OF FAMILIES WITH SICKLE CELL DISEASE INC | |||||||
| P O BOX 691293 PO BOX 691293 | TULSA | OK | 74169 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TEMPLE ISRAEL | |||||||
| 2004 E 22ND PL | TULSA | OK | 741142800 | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| TIBA FOUNDATION | |||||||
| 344 THOMAS L BERKELEY WAY D9 | OAKLAND | CA | 94612 | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| TOWN & COUNTRY SCHOOL | |||||||
| 8906 E 34TH ST | TULSA | OK | 74145 | PC | FINANCIAL ASSISTANCE PROGRAM | $35,000 | |
| TULSA AREA UNITED WAY | |||||||
| 1430 SOUTH BOULDER AVENUE | TULSA | OK | 74119 | PC | OPERATING EXPENSES (DE TOCQUEVILLE SOCIETY) | $20,000 | |
| TULSA CARES | |||||||
| 3712 E 11TH STREET | TULSA | OK | 74112 | PC | 2024 RED RIBBON GALA | $9,400 | |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | PC | OKLAHOMA HOLOCAUST LEGISLATIVE COALITION, FOR CONFERENCE EXPENSES | $20,000 | |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | PC | JEWISH TULSA TODAY & BEYOND FUND (#91-0062-YI-3) | $12,500 | |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | PC | JEWISH TULSA TODAY & BEYOND FUND (#91-0062-YI-3) | $12,500 | |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | PC | HABIT MURAL FESTIVAL FUND | $6,000 | |
| TULSA DAY CENTER INC | |||||||
| PO BOX 1019 | TULSA | OK | 741011019 | PC | THE BLUE TEAM | $36,500 | |
| TULSA DAY CENTER INC | |||||||
| PO BOX 1019 | TULSA | OK | 741011019 | PC | DR. AMADOR TRAINING | $20,000 | |
| TULSA DAY CENTER INC | |||||||
| PO BOX 1019 | TULSA | OK | 741011019 | PC | THE BIG SHOW OFF 2024 | $4,400 | |
| TULSA DAY CENTER INC | |||||||
| PO BOX 1019 | TULSA | OK | 741011019 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TULSA HISTORICAL SOCIETY | |||||||
| 2445 SOUTH PEORIA AVENUE | TULSA | OK | 74114 | PC | TULSA HALL OF FAME 2024 | $5,000 | |
| TULSA LIBRARY TRUST | |||||||
| PO BOX 1319 | TULSA | OK | 74101 | PC | FESTIVAL OF WORDS | $5,000 | |
| TYPE MEDIA CENTER INC | |||||||
| 30 IRVING PLACE 10TH FLOOR | NEW YORK | NY | 10003 | PC | LIFE IN THE HOLE: THE CASE AGAINST SOLITARY, BY CHRISTOPHER BLACKWELL & PROF. DEBORAH ZALESNE | $5,000 | |
| UNCOMMON LAW | |||||||
| 318 HARRISON ST STE 103 | OAKLAND | CA | 94607 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 S HARPER COURT | CHICAGO | IL | 60615 | PC | UNIVERSITY OF CHICAGO WOMEN'S BOARD | $2,500 | |
| UNIVERSITY OF OKLAHOMA - TULSA | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | PC | CAMP HOPE 2024 | $10,000 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | PC | RICHARDS/ZARROW FUND FOR ACADEMICALLY BASED COMMUNITY SERVICE (ABCS) AND UNIVERSITY-ASSISTED COMMUNITY SCHOOLS (UACS), AT THE BARBARA AND EDWARD NETTER CENTER FOR COMMUNITY PARTNERSHIPS | $20,000 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | PC | GERSHWIND-BENNETT DIRECTOR'S INNOVATION ENDOWED FUND AT THE BARBARA AND EDWARD NETTER CENTER FOR COMMUNITY PARTNERSHIPS | $27,000 | |
| UNIVERSITY OF TEXAS FOUNDATION | |||||||
| 9011 MOUNTAIN RIDGE SUITE 150 | AUSTIN | TX | 78759 | PC | 2024 MD ANDERSON SPRINT FOR LIFE, BENEFITING THE BLANTON-DAVIS OVARIAN CANCER RESEARCH PROGRAM, IN MEMORY OF SANDRA DAVIS | $5,000 | |
| UNIVERSITY OF TULSA THE | |||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | PC | ENDOWMENT CAMPAIGN FOR THE MAINTENANCE AND OPERATIONS OF THE NEW ADDITION TO GILCREASE MUSEUM | $500,000 | |
| UNIVERSITY OF TULSA THE | |||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | PC | KWGS | $2,500 | |
| VALEO COMMUNITY RESIDENCE PROGRAM | |||||||
| 5401 SW 7TH ST | TOPEKA | KS | 66606 | PC | UNMASKING STIGMA 2024 | $5,000 | |
| VALEO COMMUNITY RESIDENCE PROGRAM | |||||||
| 5401 SW 7TH ST | TOPEKA | KS | 66606 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| VALEO COMMUNITY RESIDENCE PROGRAM | |||||||
| 5401 SW 7TH ST | TOPEKA | KS | 66606 | PC | CRP SHARP HOUSE FLOORING | $20,666 | |
| VIZAVANCE INC | |||||||
| 2506B E 21ST STREET | TULSA | OK | 74114 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| VOLUNTEERS OF AMERICA OKLAHOMA | |||||||
| 9605 E 61ST STREET | TULSA | OK | 74133 | PC | PERMANENT SUPPORTIVE HOUSING | $20,000 | |
| WORLD CENTRAL KITCHEN INC | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | HUMANITARIAN RELIEF IN GAZA | $10,000 | |
| YALE LAW SCHOOL | |||||||
| P O BOX 208329 | NEW HAVEN | CT | 065208329 | PC | YALE LAW SCHOOL ANNUAL FUND | $15,000 | |
| YOUTH SERVICES OF TULSA | |||||||
| 311 S MADISON AVENUE | TULSA | OK | 74120 | PC | MEDICAL CLINIC OPERATING SUPPORT | $5,000 | |
| YOUTH SERVICES OF TULSA | |||||||
| 311 S MADISON AVENUE | TULSA | OK | 74120 | PC | HEALTH SERVICES | $18,200 | |
| YOUTH SERVICES OF TULSA | |||||||
| 311 S MADISON AVENUE | TULSA | OK | 74120 | PC | STREET OUTREACH SERVICES | $35,000 | |
| ZARROW POINTE | |||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | ZARROW POINTE EXPANSION PROJECT | $100,000 | |
| ZARROW POINTE | |||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | HOLIDAY FUND | $5,000 | |
| ZARROW POINTE | |||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | FINANCIAL ASSISTANCE FUND | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,839,585 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRANCIS W PARKER SCHOOL | ||||||
| 330 W WEBSTER AVE | CHICAGO | IL | 60614 | PC | MATHEMATICS ENDOWMENT ($70,000) AND PARKER FUND ($30,000) | $100,000 |
| HILLEL JEWISH STUDENT CENTER AT OU | ||||||
| 494 ELM AVE | NORMAN | OK | 73069 | PC | CAPITAL AND ENDOWMENT CAMPAIGN (HONORING OUR MEMORIES, BUILDING OUR VISION) | $500,000 |
| HOLLAND HALL SCHOOL | ||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | HOLLAND HALL CAMPAIGN - MIDDLE SCHOOL BUILDING | $500,000 |
| HOLLAND HALL SCHOOL | ||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | HOLLAND HALL CAMPAIGN - MIDDLE SCHOOL BUILDING | $500,000 |
| HOLLAND HALL SCHOOL | ||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | MIDDLE SCHOOL CAPITAL CAMPAIGN | $250,000 |
| HOLLAND HALL SCHOOL | ||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | MIDDLE SCHOOL CAPITAL CAMPAIGN | $250,000 |
| HOLLAND HALL SCHOOL | ||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | MIDDLE SCHOOL CAPITAL CAMPAIGN | $250,000 |
| HOLLAND HALL SCHOOL | ||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | PC | MIDDLE SCHOOL CAPITAL CAMPAIGN | $250,000 |
| MAYO CLINIC | ||||||
| 200 FIRST ST SW SIEBENS 9 | ROCHESTER | MN | 55905 | PC | TO ESTABLISH, NAME, AND ENDOW THE MAXINE F. ZARROW FUND IN MICROBIOME RESEARCH AT THE MAYO CLINIC CENTER FOR INDIVIDUALIZED MEDICINE | $3,000,000 |
| MAYO CLINIC | ||||||
| 200 FIRST ST SW SIEBENS 9 | ROCHESTER | MN | 55905 | PC | TO ESTABLISH, NAME, AND ENDOW THE MAXINE F. ZARROW FUND IN MICROBIOME RESEARCH AT THE MAYO CLINIC CENTER FOR INDIVIDUALIZED MEDICINE | $3,000,000 |
| TULSA COMMUNITY FOUNDATION | ||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | PC | OKLAHOMA HOLOCAUST LEGISLATION COALITION, FOR CONFERENCE EXPENSES | $54,000 |
| TULSA COMMUNITY FOUNDATION | ||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | PC | OKLAHOMA HOLOCAUST LEGISLATION COALITION, FOR CONFERENCE EXPENSES | $54,000 |
| TULSA COMMUNITY FOUNDATION | ||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | PC | OKLAHOMA HOLOCAUST LEGISLATION COALITION, FOR CONFERENCE EXPENSES | $54,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | PC | GERSHWIND-BENNETT DIRECTOR'S INNOVATION ENDOWED FUND AT THE BARBARA AND EDWARD NETTER CENTER FOR COMMUNITY PARTNERSHIPS | $50,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | PC | RICHARDS/ZARROW FUND FOR ACADEMICALLY BASED COMMUNITY SERVICE (ABCS) AND UNIVERSITY-ASSISTED COMMUNITY SCHOOLS (UACS), AT THE BARBARA AND EDWARD NETTER CENTER FOR COMMUNITY PARTNERSHIPS | $100,000 |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 2929 WALNUT ST STE 300 | PHILADELPHIA | PA | 19104 | PC | RICHARDS/ZARROW FUND FOR ACADEMICALLY BASED COMMUNITY SERVICE (ABCS) AND UNIVERSITY-ASSISTED COMMUNITY SCHOOLS (UACS), AT THE BARBARA AND EDWARD NETTER CENTER FOR COMMUNITY PARTNERSHIPS | $100,000 |
| UNIVERSITY OF TULSA THE | ||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | PC | ENDOWMENT CAMPAIGN FOR THE MAINTENANCE AND OPERATIONS OF THE NEW ADDITION TO GILCREASE MUSEUM | $5,000,000 |
| UNIVERSITY OF TULSA THE | ||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | PC | ENDOWMENT CAMPAIGN FOR THE MAINTENANCE AND OPERATIONS OF THE NEW ADDITION TO GILCREASE MUSEUM | $5,000,000 |
| UNIVERSITY OF TULSA THE | ||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | PC | ENDOWMENT CAMPAIGN FOR THE MAINTENANCE AND OPERATIONS OF THE NEW ADDITION TO GILCREASE MUSEUM | $5,000,000 |
| ZARROW POINTE | ||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | ZARROW POINTE EXPANSION PROJECT | $500,000 |
| ZARROW POINTE | ||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | ZARROW POINTE EXPANSION PROJECT | $500,000 |
| ZARROW POINTE | ||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | ZARROW POINTE EXPANSION PROJECT | $500,000 |
| ZARROW POINTE | ||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | ZARROW POINTE EXPANSION PROJECT | $500,000 |
| ZARROW POINTE | ||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | FINANCIAL ASSISTANCE FUND | $500,000 |
| ZARROW POINTE | ||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | FINANCIAL ASSISTANCE FUND | $500,000 |
| ZARROW POINTE | ||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | FINANCIAL ASSISTANCE FUND | $500,000 |
| ZARROW POINTE | ||||||
| 2025 E 71ST ST | TULSA | OK | 74136 | PC | FINANCIAL ASSISTANCE FUND | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $28,012,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,925,900 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,223,617 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,149,517 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,149,517 | 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 AND AUDIT FEES | CategoryTxt |
| Amt | $30,740 | Amt |
| Net Investment Income | $15,370 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,370 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART VII-B QUESTIONS 1A(4): | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION PAID THE ZARROW FAMILY OFFICE, L.L.C., A TOTAL OF $531,976, OF WHICH $273,976 WAS FOR INVESTMENT MANAGEMENT AND ACCOUNTING SERVICES AND $258,000 WAS FOR FOUNDATION MANAGEMENT SERVICES AND THE MANAGEMENT OF ALL GRANT MAKING OF THE FOUNDATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FOREIGN BONDS | $4,125,000 | $4,063,605 |
| CERTIFICATES OF DEPOSIT | $250,000 | $250,000 |
| CORPORATE BONDS | $3,950,120 | $3,942,678 |
| VANGUARD INTER-TERM BOND INDEX ADM | $2,896,986 | $2,557,773 |
| VANGUARD SHORT-TERM BOND INDEX INST | $11,228,318 | $11,062,357 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $1,057,398 | $8,451,759 |
| VANGUARD SPECIALIZED REIT INDEX INST | $3,748,330 | $4,465,531 |
| VANGUARD TOTAL STOCK INDEX INST | $13,161,748 | $39,809,847 |
| VANGUARD TOTAL INTL STOCK INDEX INST | $3,795,029 | $4,994,940 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,764,850 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,791,295 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR PRIOR YEAR EXCISE TAXES | Desc |
| Amt | $29,299 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $8,471 | $4,235 | $4,236 |
| INSURANCE | $16,464 | $8,232 | $8,232 |
| INVESTMENT MANAGEMENT FEES AND ACCOUNTING | $273,976 | $273,976 | $0 |
| FOUNDATION MANAGEMENT SERVICES ANG GRANTS MANAGEMENT | $258,000 | $0 | $258,000 |
| MEALS AND ENTERTAINMENT | $2,561 | $673 | $673 |
| MISCELLANEOUS | $1,104 | $551 | $552 |
| PROFESSIONAL DEVELOPMENT | $2,430 | $1,215 | $1,215 |
| EVENT TICKETS | $4,486 | $0 | $0 |
| ADVERTISING | $103 | $52 | $51 |
| TRAVEL EXPENSE | $3,360 | $1,680 | $1,680 |
| AUTO EXPENSE | $6 | $3 | $3 |
| EVENT EXPENSES | $845 | $0 | $845 |
| SUPPLIES | $181 | $91 | $90 |
| GIFTS | $607 | $0 | $0 |
| COMPUTER EXPENSES | $2,102 | $1,051 | $1,051 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $34,667 | Amt |
| Net Investment Income | $17,333 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,334 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $12,934 | $12,934 | $0 |
| EXCISE TAXES | $2,359 | $0 | $0 |