STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE GRACE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE GRACE FOUNDATION (EIN 35-2519978)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-09
IRS object ID
201801299349102675
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-09T17:22:54-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12222 S UTICA PL SUITE 200AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741147002ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352519978EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GRACE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGRACBusinessNameControlTxt
Phone9187437564PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12507 E 30TH STREETAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHERRY L BOSTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9187437564PhoneNum
Signature2018-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOU ANN GIBSONPreparerPersonNm
PTINP00405885PTIN
Phone9187452333PhoneNum
Preparation2018-05-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.184.84.130IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-09IPDt
IP Tm17:22:16IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCD71869BFC494223FABD92E93AB0669CE7B22062AtSubmissionCreationDeviceId
At Submission Filing Device Id2BAB4CF4FDA6361F54564B4DE839E61C759617F3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$516,943FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$79,395ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,352DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,352DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$840NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,022GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$840CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$90,598TotalRevAndExpnssAmt
Total Net Invst Incm$11,203TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,395AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,395AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,993OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,993OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$421TaxesRevAndExpnssAmt
Taxes Net Invst Incm$280TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,809TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,668TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,309TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,668TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$64,289ExcessRevenueOverExpensesAmt
Net Investment Income$3,535NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$37,267CashBOYAmt
Cash EOY$95,281CashEOYAmt
Cash EOYFMV$95,281CashEOYFMVAmt
US Government Obligations BOY$17,736USGovernmentObligationsBOYAmt
US Government Obligations EOY$18,283USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$18,181USGovtObligationsEOYFMVAmt
Other Investments BOY$332,890OtherInvestmentsBOYAmt
Other Investments EOY$338,472OtherInvestmentsEOYAmt
Other Investments EOYFMV$403,481OtherInvestmentsEOYFMVAmt
Total Assets BOY$387,893TotalAssetsBOYAmt
Total Assets EOY$452,036TotalAssetsEOYAmt
Total Assets EOYFMV$516,943TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$387,893RetainedEarningBOYAmt
Retained Earning EOY$452,036RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$387,893TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$452,036TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$387,893TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$452,036TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$387,893TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$64,289ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$452,182SubtotalAmt
Other Decreases$146OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$452,036TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$5,020$4,182$838$838
CAPITAL GAINS DIVIDENDS$2$2$2P
FieldValueIRS element (for citing)
Capital Gain Net Income$840CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,916AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$377,673NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042142DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,350AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$414,128NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.012919DistributionYr2Rt
Total Distribution0.055061TotalDistributionRt
Average Distribution0.027531AverageDistributionRt
Net Vl Noncharitable Assets$433,453NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,933AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$35NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$11,968AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$35InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$35SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$35TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$57EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$57TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$22OverpaymentAmt
Applied To ES Tax$22AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHERRY L BOSTIndividualWithBooksNm
Phone9188584244PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12507 EAST 30TH STREETAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74117ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHERRY L BOST
2507 EAST 30TH STREETTULSAOK74114TRUSTEE1.50$0$0$0
JAMES A BOST
2507 EAST 30TH STREETTULSAOK74114TRUSTEE1.50$0$0$0
JAY B BOST
41-037 HIHIMANU STREETWAIMANALOHI96795TRUSTEE1.50$0$0$0
SARA BOST FISHER
2137 E 31ST STREETTULSAOK74105TRUSTEE1.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$405,173AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,881AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$440,054TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$440,054AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,601CashDeemedCharitableAmt
Net Vl Noncharitable Assets$433,453NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,673MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,673MinimumInvestmentReturnAmt
Tax Based On Investment Income$35TaxBasedOnInvestmentIncomeAmt
Total Tax$35TotalTaxAmt
Distributable Before Adj$21,638DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,638DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,638DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$18,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$35PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,465AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,638DistributableAsAdjustedAmt
Undistributed Income PY$18,136UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$18,500QualifyingDistributionsAmt
Applied To Year1$18,136AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$364AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$21,274UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHERRY L BOSTContributingManagerNm
Contributing ManagerJAMES A BOSTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TULSA GIRLS' ART SCHOOL
2202 E ADMIRAL BLVDTULSAOK74127NONEPCGENERAL SUPPORT$3,500
NEIGHBORS ALONG THE LINE
5000 CHARLES PAGE BLVDTULSAOK74127NONEPCGENERAL SUPPORT$5,000
THE HARVEST
2232 S NOGALES AVETULSAOK74107NONEPCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,352ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$840ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,203ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,203TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJAMES A AND CHERRY L BOSTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12507 EAST 30TH STREETAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd
FieldValueIRS element (for citing)
Total Contributions$79,395TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryHOGAN TAYLORCategoryTxt
Amt$4,395Amt
Net Investment Income$4,395NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$18,283StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$18,181StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE S&P 500 ETFAT COST$48,816$67,750
ISHARES MSCI EAFE ETFAT COST$36,768$44,717
ISHARES S&P MIDCAP 400 VALUE ETFAT COST$17,393$23,696
ISHARES CORE S&P SMALL-CAP ETFAT COST$17,462$24,733
ISHARES TR EAFE SML CP ETFAT COST$17,506$23,607
ISHARES TR INTL DEV RE ETFAT COST$10,462$11,400
ISHARES INC CORE MSCI EMERGING MKTS ETFAT COST$28,036$40,342
ISHARES 0-5 YEAR TIPS BOND ETFAT COST$17,455$17,577
VANGUARD WHITEHALL FUNDS EMERGING MKT GOVT BOND INDEX ETF CLAT COST$17,464$18,623
VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETFAT COST$44,972$46,106
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD ETF SHAT COST$59,987$59,872
ISHARES U S REAL ESTATE ETFAT COST$17,515$20,577
VANGUARD INDEX FDS VANGUARD REIT ETF FORMERLY VANGUARD INDEX TR TO 05/24/01AT COST$4,636$4,481

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENTDesc
Amt$146Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$2,993Amt
Net Investment Income$2,993NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJAMES A CHERRY L BOSTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12507 EAST 30TH STREETAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$280$280$0
EXCISE TAX$141$0$0