ROSS CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROSS CHARITABLE FOUNDATION (EIN 20-5309346)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-14
- IRS object ID
- 201832269349100318
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T13:39:02-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 741373552 | 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 | 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 | 2018-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON SPOON CPA | PreparerPersonNm |
| PTIN | P01538291 | PTIN |
| Phone | 9184914036 | PhoneNum |
| Preparation | 2018-08-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,335,657 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26,503 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,503 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,104 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,488 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $900 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $233 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $233 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $193,934 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $193,934 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $198,618 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $233 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $193,934 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$171,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,871 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $93,252 | CashBOYAmt |
| Cash EOY | $80,631 | CashEOYAmt |
| Cash EOYFMV | $80,631 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $3,488 | AcctRcvblBOYAmt |
| Prepaid Expenses EOY | $1,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,000 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,390,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,254,026 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,254,026 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,486,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,335,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,335,657 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $293 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,001 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $293 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,001 | 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 | $7,757 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$161,143 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,486,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,317,656 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,486,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,335,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,486,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$171,514 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,614 | OtherIncreasesAmt |
| Subtotal | $1,317,656 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,317,656 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $287,726 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,223,549 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.129399 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $244,534 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,552,600 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.157500 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $123,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,774,834 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069443 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $139,577 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,684,283 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051998 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $157,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,615,211 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097356 | DistributionYr5Rt |
| Total Distribution | 0.505696 | TotalDistributionRt |
| Average Distribution | 0.101139 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,679,726 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $271,025 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $269 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $271,294 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $193,934 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $537 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $537 | SubtotalAmt |
| Tax Based On Investment Income | $537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $463 | OverpaymentAmt |
| Applied To ES Tax | $463 | 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 |
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 | $10,543 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,942 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,623,049 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,720,534 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,720,534 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,808 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,679,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,986 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,986 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $537 | TotalTaxAmt |
| Distributable Before Adj | $133,449 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $133,449 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $133,449 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $193,934 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $193,934 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $193,934 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,449 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $77,122 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,972 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,911 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $167,229 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $178,169 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $463,403 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $193,934 | QualifyingDistributionsAmt |
| Applied To Current Year | $133,449 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,485 | RemainingDistriFromCorpusAmt |
| Total Corpus | $523,888 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $77,122 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $446,766 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,972 | ExcessFromYear4Amt |
| Excess From Year3 | $34,911 | ExcessFromYear3Amt |
| Excess From Year2 | $167,229 | ExcessFromYear2Amt |
| Excess From Year1 | $178,169 | ExcessFromYear1Amt |
| Excess From Current Year | $60,485 | ExcessFromCurrentYearAmt |
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 (15 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 | |||||||
| PO BOX 52663 | TULSA | OK | 741520663 | PC | CHARITABLE | $30,000 | |
| MASSACHUSETTS INSTITUTE | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | PC | CHARITABLE | $25,000 | OF TECHNOLOGY |
| MONTE CASSINO - BRICK BY BRICK | |||||||
| 2206 S LEWIS AVE | TULSA | OK | 741143109 | PC | CHARITABLE | $2,000 | |
| ROGERS STATE UNIVERSITY FOUNDATION | |||||||
| 1701 W WILL ROGERS BLVD | CLAREMORE | OK | 74017 | PC | CHARITABLE | $7,500 | |
| ROUTE 66 ALLIANCE | |||||||
| 2445 S PEORIA AVE | TULSA | OK | 741141326 | PC | CHARITABLE | $72,934 | |
| THE ROCK HOUSE CHURCH | |||||||
| PO BOX 508 | CATOOSA | OK | 74015 | PC | CHARITABLE | $4,000 | |
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 730190685 | PC | CHARITABLE | $10,000 | |
| UNIVERSITY OF TULSA | |||||||
| 800 S TUCKER DRIVE | TULSA | OK | 741049700 | PC | CHARITABLE | $25,000 | UNIVERSITY SCHOOL |
| THE PENCIL BOX | |||||||
| PO BOX 52631 | TULSA | OK | 741520631 | PC | CHARITABLE | $500 | |
| TULSA POLICE HEROES COMMITTEE | |||||||
| 10122 EAST 11TH STREET | TULSA | OK | 74128 | PC | CHARITABLE | $2,500 | |
| GLOBAL GARDENS | |||||||
| PO BOX 52034 | TULSA | OK | 74152 | PC | CHARITABLE | $2,000 | |
| TULSA GLOBAL ALLIANCE | |||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 741043126 | PC | CHARITABLE | $2,000 | |
| NORTHERN OKLAHOMA COLLEGE | |||||||
| PO BOX 310 | TONKAWA | OK | 74653 | PC | CHARITABLE | $2,500 | FOUNDATION |
| JOHN HOPE FRANKLIN CENTER | |||||||
| 322 N GREENWOOD AVE | TULSA | OK | 74120 | PC | CHARITABLE | $5,000 | RECONCILIATION |
| CHILD ABUSE NETWORK INC | |||||||
| 2829 S SHERIDAN RD | TULSA | OK | 74129 | PC | CHARITABLE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $193,934 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,503 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $589 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,104 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS | $12,119 | $12,119 |
| INVESTMENT IN PRIVATELY HELD COMPANY | $1,241,907 | $1,241,907 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $233 | $233 |
| MISCELLANEOUS | $63 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $2,614 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,488 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX EXP | CategoryTxt |
| Amt | $900 | Amt |