2018-08-02T09:08:21-05:00 2017-12-31 731377275 DUNN & STONE CPA'S 4900 RICHMOND SQUARE STE 202 OKLAHOMA CITY OK 73118 990PF 2017-01-01 810739083 THE ANN C AND JOHN A HENRY III FOUNDATION ANNC 4054780601 PO BOX 14586 OKLAHOMA CITY OK 731130586 JOHN A HENRY IV PRESIDENT/TREASURER 4054780601 2018-08-02 1 RANDEL T DUNN P00086350 4058480684 2017 2022-09-23 18:48:47Z X 249907 X 75000 1 1 3845 3845 0 78846 3846 0 0 0 970 47 0 190 90 0 169 8 0 1329 145 0 8000 8000 9329 145 8000 69517 3701 70365 68277 68277 1162 887 887 597 481 597 597 74607 146371 180146 146615 216132 249907 0 0 X 0 0 0 0 146615 216132 146615 216132 146615 216132 146615 69517 0 216132 0 216132 0 3984 78455 0.050781 0 0 0.000000 0.050781 0.025391 167696 4258 37 4295 8000 X 37 0 37 0 37 84 100 0 184 0 147 147 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 1 0 0 1 N/A FOUNDATION TREASURER 4054780601 PO BOX 14586 OKLAHOMA CITY OK 73113 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN A HENRY III 750 N ST PAUL STREET SUITE 900 DALLAS TX 75201 CHAIRMAN OF THE BOARD 0.00 0 0 0 JOHN A HENRY IV 750 N ST PAUL STREET SUITE 900 DALLAS TX 75201 PRESIDENT/TREASURER 0.00 0 0 0 JENNIFER SILLINGS PO BOX 14586 OKLAHOMA CITY OK 73113 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION IS ORGANIZED TO PROVIDE THE FOLLOWING SERVICES: A) TO PROMOTE, PROVIDE OR CONTRIBUTE TO COMMUNITY PROGRAMS ON THE BASIS OF CHARITABLE PRINCIPLES; AND, B) TO PROMOTE, PROVIDE OR CONTRIBUTE TO ORGANIZATIONS OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE UNITED STATES OR ANY OF ITS POSSESSIONS. AS SUCH, THE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED.AS OF DECEMBER 31, 2017, THE FOUNDATION HAD MADE CHARITABLE CONTRIBUTIONS TO SUPPORT VARIOUS ACADEMIC SCHOLARSHIPS, TRAINING FOR HEALTHY LIFESTYLES IN SCHOOLS, AND ASSISTANCE FOR STUDENTS WITH LEARNING DIFFICULTIES SUCH AS DYSLEXIA. 8000 0 155806 14444 0 170250 0 0 170250 2554 167696 8385 8385 37 37 8348 0 8348 0 8348 8000 0 8000 37 7963 8348 0 0 93 93 8000 0 0 0 8000 0 93 93 0 0 0 0 0 255 0 0 0 JOHN A HENRY III X PAYNE EDUCATION CENTER 10404 VINEYARD BLDV SUITE A OKLAHOMA CITY OK 73120 N/A NC SUPPORT FOR THE PAYNE EDUCATION CENTER'S EFFORTS IN TRAINING TEACHERS TO PREVENT READING DIFFICULTIES IN CHILDREN AND TO REMEDIATE DYSLEXIA. 1000 TEEM THE EDUCATION EMPLOYMENT MINISTRY 1501 N CLASSEN BLVD OKLAHOMA CITY OK 73106 N/A NC FOR SUPPORT OF THIS ORGANIZATION'S EFFORTS TO BREAK THE CYCLE OF INCARCERATION AND POVERTY IN OKLAHOMA BY PROVIDING INDIVIDUALS WITH EDUCATION, SOCIAL SERVICES AND JOB TRAINING AND PLACEMENT. 250 SCHOOL FOR HEALTHY LIFESTYES 500 N BROADWAY AVE STE 225 OKLAHOMA CITY OK 73102 N/A NC FOR SUPPORT OF THIS ORGANIZATION'S EFFORTS TO COMBAT OKLAHOMA'S DECLINING HEALTH STATUS BY EFFORTS IN ELEMENTARY SCHOOLS ACROSS THE STATE TO PROMOTE AND MAINTAIN HEALTHY LIFESTYLE CHOICES IN OKLAHOMA THROUGH PREVENTIVE, COMMUNITY-BASED, SCHOOL HEALTH EDUCATION PROGRAMS FOR STUDENTS, THEIR FAMILIES, AND FACULTY. THE ORGANIZATION PROVIDES FUNDING, CURRICULA, TRAINING, EVALUATION TOOLS AND SUPPORT TO PARTICIPATING ELEMENARY SCHOOLS FOCUSING ON PHYSICAL ACTIVITY, NUTRITION, INJURY PREVENTION, TOBACCO USE PREVENTION AND ORAL HEALTH EDUCATION. 100 TRINITY SCHOOL 321 NW 36TH STREET OKLAHOMA CITY OK 73118 N/A NC FOR SUPPORT OF THIS ORGANIZATION WHICH ASSISTS CHILDREN WITH LEARNING DIFFERENCES BY PROVIDING PROGRAMS DESIGNED TO MEET EACH STUDENT'S SPECIFIC NEEDS IN A SAFE AND NURTURING EDUCATIONAL ENVIRONMENT. 1000 TOWN OF TUFTONBORO SCHOLARSHIP FUND 240 MIDDLE ROAD CENTER TUFTONBORO NH 03816 N/A NC IN SUPPORT OF THE ORGANIZATION'S EFFORTS TO PROVIDE ACADEMIC SCHOLARSHIPS FOR POST-SECONDARY EDUCATION TO WORTHY STUDENTS. 250 INTEGRIS FOUNDATION 3030 NW EXPRESSWAY STE 1600 OKLAHOMA CITY OK 73112 N/A NC TO SUPPORT THE NON-PROFIT HOSPITAL SYSTEM IN ITS MISSION TO IMPROVE THE HEALTH OF THE PEOPLE AND THE COMMUNITIES IT SERVES. 200 FRIENDS OF HIGHLAND PARK LIBRARY 4700 DREXEL DRIVE HIGHLAND PARK TX 75205 N/A NC TO SUPPORT THIS ORGANIZATION IN ITS MISSION TO SUPPORT THE LIBRARY IN ITS EDUCATIONAL, SOCIAL AND CULTURAL ROLE IN THE COMMUNITY. THE ORGANIZATION HAS FUNDED EDUCATIONAL PROGRAMS, SUMMER READING PROGRAMS, CHILDREN'S SPECIAL EVENTS, AND MANY COMMUNITY-WIDE CULTURAL EVENTS. 200 HERITAGE HALL 1800 NW 122ND STREET OKLAHOMA CITY OK 73120 N/A NC TO SUPPORT THIS COLLEGE PREPARATORY SCHOOL IN ITS EFFORTS TO PROVIDE STUDENTS WITH THE SKILLS, KNOWLEDGE AND VALUES NEEDED TO SUCCEED IN LIFE. 250 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 N/A NC TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO PROVIDE FOR BOTH ACADEMIC SCHOLARSHIPS AND TO IMPROVE THE EXPERIENCES FOR STUDENT-ATHLETES. 4500 KILDONAN FUND 425 MORSE HILL ROAD AMENIA NY 12501 N/A NC TO SUPPORT THE ORGANIZATION AS IT SEEKS TO ASSIST STUDENTS WITH DYSLEXIA TO HAVE A SUCCESSFUL EDUCATIONAL ENVIRONMENT. 250 8000 0 14 1 14 3845 0 3846 0 3846 0 0 0 0 0 0 0 0 0 0 X X 1 JOHN A HENRY III 750 N ST PAUL STREET SUITE 900 DALLAS TX 75201 75000 X TAX PREP FEE 970 47 0 MORGAN STANLEY: SPDR S&P 500 ETF TRUST (SPY) AT COST 93495 117952 MORGAN STANLEY: ISHARES RUSSELL 2000 ETF (IWM) AT COST 843 915 MORGAN STANLEY: VANGUARD FTSE EUROPE ETF (VGK) AT COST 52033 61279 BANK FEES 169 8 0 JOHN A HENRY III 750 N ST PAUL STREET STE 900 DALLAS TX 75201 MORGAN STANLEY - FOREIGN TAXES PAID ON FOREIGN DIVIDENDS 90 90 0 EXCISE TAX ON NET INVESTMENT INCOME 100 0 0