ED DARBY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ED DARBY FOUNDATION INC (EIN 46-3570793)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349102679
- Schema version
- 2017v2.3
- 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 Corp Stock Schedule
- Investments Land Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T12:29:03-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731479528 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATHERINGTON & FIELDS CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8905 S YALE AVE STE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741373557 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463570793 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ED DARBY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDDA | BusinessNameControlTxt |
| Phone | 9185822340 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICK MINDEN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 9185822340 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES W HEATHERINGTONCPA | PreparerPersonNm |
| PTIN | P01071423 | PTIN |
| Phone | 9184961212 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.99.75.139 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 12:29:03 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 66AAFBC5784E19BCEB0C42B5E236C5B487AC7335 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C982DA0CED0B8FE6622E1846A98128225EBE8F38 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,419,558 | 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 | $447,209 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,253 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,253 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,227 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,227 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,950 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,950 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$3,192 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $288,502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $795,352 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $288,502 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,157 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $802,298 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $333,932 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,686 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,686 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,390 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,841 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,841 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,841 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $707,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $323,856 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $432,868 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $276,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $276,735 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,577,002 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,853,350 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,967,823 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $127,500 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $370,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $127,500 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $175,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,379,870 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,257,585 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,419,558 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $20,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,359,870 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,257,585 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,359,870 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,257,585 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,379,870 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,257,585 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,359,870 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $707,167 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,067,037 | SubtotalAmt |
| Other Decreases | $809,452 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,257,585 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| .34 ACRES-1408 S CHEYENNE AVE LOT | D | 2013-06-18 | 2017-04-17 | $210,000 | $140,482 | $69,518 | $69,518 |
| ONEOK INC-CASH IN LIEU | P | 2017-07-05 | 2017-07-26 | $35 | $33 | $2 | $2 |
| 4,425 UNITS ONEOK PARTNERS LP | P | 2015-12-17 | 2017-07-03 | $226,648 | $100,100 | $126,548 | $126,548 |
| STCL - MERRILL LYNCH STMT 02773 | P | $9,855 | $10,002 | -$147 | -$147 | ||
| LTCG - MERRILL LYNCH STMT 02773 | D | $93,231 | $72,453 | $20,778 | $20,778 | ||
| STCL - MERRILL LYNCH STMT 02775 | P | $87,699 | $96,325 | -$8,626 | -$8,626 | ||
| LTCG - MERRILL LYNCH STMT 02775 | P | $167,884 | $87,455 | $80,429 | $80,429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $288,502 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,771 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $50,221 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,106,586 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023840 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $94,025 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,794,052 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052409 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $107,429 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $93,709 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.146411 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,208 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $89,292 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.259911 | DistributionYr4Rt |
| Total Distribution | 1.482571 | TotalDistributionRt |
| Average Distribution | 0.370643 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,742,404 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,016,453 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,239 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,019,692 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $81,841 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,477 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,477 | SubtotalAmt |
| Tax Based On Investment Income | $6,477 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,858 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,358 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,119 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | NICK MINDEN | IndividualWithBooksNm |
| Phone | 9185822340 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2940 N TOLEDO AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ED DARBY | ||||||||
| 2883 SOUTH FLORENCE AVE | TULSA | OK | 74114 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| BONNIE DARBY | ||||||||
| 2854 SOUTH GARY AVE | TULSA | OK | 74114 | TREASURER | 1.00 | $0 | $0 | $0 |
| BOB DARBY | ||||||||
| 2854 SOUTH GARY AVE | TULSA | OK | 74114 | VICE PRES. | 0.25 | $0 | $0 | $0 |
| JIM DARBY | ||||||||
| PO BOX 3851 | BERNICE | OK | 74331 | BOARD MEMBER | 0.25 | $0 | $0 | $0 |
| NICK MINDEN | ||||||||
| 2940 N TOLEDO AVE | TULSA | OK | 74115 | BOARD MEMBER | 0.50 | $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 | $2,267,769 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $280,148 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $236,250 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,784,167 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,784,167 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,763 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,742,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,477 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,477 | TotalTaxAmt |
| Distributable Before Adj | $130,643 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $130,643 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $130,643 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,841 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $81,841 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $81,841 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,643 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $69,967 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,890 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $74,857 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,841 | QualifyingDistributionsAmt |
| Applied To Current Year | $81,841 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $48,802 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $48,802 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,055 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $26,055 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $21,165 | ExcessFromYear3Amt |
| Excess From Year2 | $4,890 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ED DARBY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| UNITY LEARNING ACADEMY | |||||||
| 2137 N PITTSBURG AVE | TULSA | OK | 74115 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $8,206 | |
| MCLAIN ACADEMY | |||||||
| 525 E 46TH ST N | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $300 | |
| GILCREASE SCHOOL | |||||||
| 5550 MLK JR BLVD | TULSA | OK | 74126 | PC | PROVIDE SUPPORT TO SCHOOL CHILDREN | $19,606 | |
| MCCLAIN 7TH GRADE ACADEMY | |||||||
| 525 E 46TH ST NORTH | TULSA | OK | 74126 | PC | SPONSOR FOR STUDENTS & PROGRAMS | $3,729 | NO RELATIONSHIP |
| COMMUNITY SERVICE COUNCIL | |||||||
| 16 E 16TH ST | TULSA | OK | 74119 | PC | PROVIDE SUPPORT TO THE COMMUNITY | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,841 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,253 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,227 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$3,192 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $288,502 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| PTP-ONEOK PTRS ORDINARY GAI | 900099 | $55,495 |
| PTP-ONEOK PTRS K-1 LOSSES | 900099 | -$34,338 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21,157 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $328,790 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $349,947 | 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 | ED DARBY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2883 SOUTH FLORENCE AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $446,209 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $446,209 | FairMarketValueAmt |
| Received | 2017-12-20 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $1,853,350 | EOYBookValueAmt |
| EOYFMV | $2,967,823 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHEYENNE AVE PARKING LOT | CategoryOrItemTxt |
| Cost Or Other Basis | $127,500 | CostOrOtherBasisAmt |
| Book Value | $127,500 | BookValueAmt |
| EOYFMV | $175,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CY & PY ADJ OF DONATED ASSETS TO COST BASIS | Desc |
| Amt | $809,452 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PTP-ONEOK PTRS ORDINARY GAIN | $55,495 |
| PTP-ONEOK PTRS K-1 LOSSES | -$34,338 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EARNEST DEPOSIT PAYABLE | Desc |
| BOY Book Value | $20,000 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $4,686 | Amt |
| Net Investment Income | $4,686 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $248 | $248 |
| FEDERAL EXCISE TAX | $3,214 | |
| PARKING LOT RENTAL | $5,142 | $5,142 |