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NOBLE RESEARCH INSTITUTE LLC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
NOBLE RESEARCH INSTITUTE LLC (EIN 73-0606209)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-13
IRS object ID
201803179349101225
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-13T11:36:24-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Grant Thornton LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1100 E Wisconsin AveAddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN730606209EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Noble Research Institute LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% A JILL WALLACEInCareOfNm
Business Name ControlNOBLBusinessNameControlTxt
Phone5802246227PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12510 Sam Noble ParkwayAddressLine1Txt
CityArdmoreCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonA JILL WALLACEPersonNm
Person TitleVP & CFOPersonTitleTxt
Phone5802246227PhoneNum
Signature2018-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichelle L WeberPreparerPersonNm
PTINP00556798PTIN
Phone4142898200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.220.64.52IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id39529020183175000000FederalOriginalSubmissionId
Federal Original Submission Id2018-11-13FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDBB5A1BB300CE7347E9A562499B28AD7099757F8AtSubmissionCreationDeviceId
At Submission Filing Device IdDBB5A1BB300CE7347E9A562499B28AD7099757F8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$198,826,861FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$79,251,650ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,069,319InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,069,319InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,263,400DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,460,502DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,464,291NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$137,657,034GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$15,806,653CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,551,863OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,976,416OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$5,360,569OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$103,600,523TotalRevAndExpnssAmt
Total Net Invst Incm$23,312,890TotalNetInvstIncmAmt
Total Adj Net Incm$5,360,569TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,789,027CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$322,299CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,786,727CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$23,189,968OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$40,793OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$23,149,175OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$9,169,533PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$33,801PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$12,185,313PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$476,409LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$455,054LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$212,740AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$31,911AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$180,829AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,106,918OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,466,566OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$674,766OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$40,089InterestNetInvstIncmAmt
Taxes Rev And Expnss$364,297TaxesRevAndExpnssAmt
Taxes Net Invst Incm$109,599TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$2,725TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$9,939,128DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$1,450,562OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$1,468,248OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,259,564TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$4,252TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,265,545TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$254,833PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$254,431PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,570,708OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$650,031OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$5,360,569OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$5,429,258OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60,783,687TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,699,341TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$5,360,569TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$46,852,071TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,706,213ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,718,179ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,489,900TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,699,341TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$5,360,569TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$48,570,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$41,110,623ExcessRevenueOverExpensesAmt
Net Investment Income$20,613,549NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$130,927CashBOYAmt
Cash EOY$3,088,205CashEOYAmt
Cash EOYFMV$3,088,205CashEOYFMVAmt
Sav And Temp Cash Invst BOY$19,224,977SavAndTempCashInvstBOYAmt
Acct Rcvbl$943,382AcctRcvblAmt
Acct Rcvbl BOY$645,991AcctRcvblBOYAmt
Acct Rcvbl EOY$943,382AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$943,382AcctRcvblEOYFMVAmt
Grants Receivable BOY$1,238,474GrantsReceivableBOYAmt
Grants Receivable EOY$54,306,722GrantsReceivableEOYAmt
Grants Receivable EOYFMV$54,306,722GrantsReceivableEOYFMVAmt
Inventories BOY$133,513InventoriesBOYAmt
Inventories EOY$113,225InventoriesEOYAmt
Inventories EOYFMV$113,225InventoriesEOYFMVAmt
Prepaid Expenses BOY$812,741PrepaidExpensesBOYAmt
Prepaid Expenses EOY$777,108PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$777,108PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$20,640,589USGovernmentObligationsBOYAmt
Corporate Stock BOY$527,164,862CorporateStockBOYAmt
Corporate Bonds BOY$65,007,317CorporateBondsBOYAmt
Land Bldg Investments BOY$9,224LandBldgInvestmentsBOYAmt
Other Investments BOY$289,705,353OtherInvestmentsBOYAmt
Other Investments EOY$9,791,528OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,791,528OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$227,202,892LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$97,396,201LandBldgEquipAccumDeprecAmt
Land BOY$130,923,239LandBOYAmt
Land EOY$129,806,691LandEOYAmt
Land EOYFMV$129,806,691LandEOYFMVAmt
Other Assets BOY$1,429,447OtherAssetsBOYAmt
Total Assets BOY$1,057,066,654TotalAssetsBOYAmt
Total Assets EOY$198,826,861TotalAssetsEOYAmt
Total Assets EOYFMV$198,826,861TotalAssetsEOYFMVAmt
Accounts Payable BOY$4,472,538AccountsPayableBOYAmt
Accounts Payable EOY$3,570,442AccountsPayableEOYAmt
Grants Payable BOY$519,375GrantsPayableBOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$6,132,178MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$29,589,429OtherLiabilitiesBOYAmt
Other Liabilities EOY$21,837,875OtherLiabilitiesEOYAmt
Total Liabilities BOY$34,581,342TotalLiabilitiesBOYAmt
Total Liabilities EOY$31,540,495TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,019,903,191UnrestrictedBOYAmt
Unrestricted EOY$167,286,366UnrestrictedEOYAmt
Permanently Restricted BOY$2,582,121PermanentlyRestrictedBOYAmt
Tot Net Ast Or Fund Balances BOY$1,022,485,312TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$167,286,366TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,057,066,654TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$198,826,861TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,022,485,312TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$41,110,623ExcessRevenueOverExpensesAmt
Other Increases$695,740OtherIncreasesAmt
Subtotal$1,064,291,675SubtotalAmt
Other Decreases$897,005,309OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$167,286,366TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$137,657,034$123,192,742$14,464,292$14,464,292
PARTNERSHIP K-1 ST GAINP$965,302
PARTNERSHIP K-1 LT GAINP$533,354
PARTNERSHIP K-1 SECTION 1231 GAINP$15,864
PARTNERSHIP K-1 SECTION 1256 ST LOSSP-$36,770
PARTNERSHIP K-1 SECTION 1256 LT LOSSP-$55,155
LOSS ON FIXED ASSET DISPOSALP$80,234-$80,234-$80,234
FieldValueIRS element (for citing)
Capital Gain Net Income$15,806,653CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$64,009,464AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$895,481,978NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.07148DistributionYr1Rt
Adjusted Qlfy Distri Yr2$49,340,838AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$982,824,997NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050203DistributionYr2Rt
Adjusted Qlfy Distri Yr3$43,028,323AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,079,709,988NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.039852DistributionYr3Rt
Adjusted Qlfy Distri Yr4$40,574,330AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,029,293,013NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.03942DistributionYr4Rt
Adjusted Qlfy Distri Yr5$48,154,942AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$921,295,641NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052269DistributionYr5Rt
Total Distribution0.253224TotalDistributionRt
Average Distribution0.050645AverageDistributionRt
Net Vl Noncharitable Assets$376,156,422NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,050,442AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$206,135NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,256,577AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$57,545,976QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$206,135InvestmentIncomeExciseTaxAmt
Subtotal$206,135SubtotalAmt
Tax Based On Investment Income$206,135TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$489,598EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$489,598TotalPaymentsAndCreditsAmt
Overpayment$283,463OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$283,463RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.noble.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1A JILL WALLACEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5802246227PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12510 SAM NOBLE PARKWAYAddressLine1Txt
CityArdmoreCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (true)ForeignAccountsQuestionInd
Foreign CountryBDForeignCountryCd
Foreign CountryUKForeignCountryCd
Foreign CountryCJForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Ann Noble Brown
2510 Sam Noble ParkwayArdmoreOK73401Director Emeritus3.0$0$0$0
David R Brown
2510 Sam Noble ParkwayArdmoreOK73401Director Emeritus3.0$0$0$0
Dr Randolph Brown JR
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$41,000$0$0
Susan Brown
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$41,000$0$0
James Day
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$26,000$0$0
James C Day
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$38,000$0$0
Sam DuBose
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$32,000$0$0
Vivian Noble DuBose
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$42,500$0$0
Bill Goddard
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$38,000$0$513
Virginia Heckman
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$33,500$0$732
Shelley Dru Mullins
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$36,500$0$0
Jessie Nance
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$33,500$0$1,027
Cody Noble
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$40,250$0$0
Russell Noble
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$37,250$0$2,225
Marianne Rooney
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$30,500$0$0
Patrick Rooney
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$26,000$0$0
Jack Waldo
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$32,000$0$0
Stephen Young
2510 Sam Noble ParkwayArdmoreOK73401Director3.0$34,250$0$0
William B Buckner
2510 Sam Noble ParkwayArdmoreOK73401President40.0$549,473$32,495$19,940
Stephen P Rhines
2510 Sam Noble ParkwayArdmoreOK73401VP & General Counsel40.0$310,725$27,564$4,410
A Jill Wallace
2510 Sam Noble ParkwayArdmoreOK73401VP & Chief Financial Officer40.0$266,868$25,191$4,410
Elizabeth Aldridge
2510 Sam Noble ParkwayArdmoreOK73401Secretary40.0$99,711$16,271$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
MICHAEL UDVARDI
2510 SAM NOBLE PARKWAYARDMOREOK73401CHIEF SCIEN. OFFICER40.0$278,360$24,516$2,938
BILLY COOK
2510 SAM NOBLE PARKWAYARDMOREOK73401DIR. AG SYSTEMS RES.40.0$270,379$25,580$7,579
ZENGYU WANG
2510 SAM NOBLE PARKWAYARDMOREOK73401DIR. CORE RES & TRAN40.0$249,580$24,301$5,347
JEFF MOEN
2510 SAM NOBLE PARKWAYARDMOREOK73401DIR. STRATEGIC ALLIA40.0$216,509$22,337$4,820
RICK NELSON
2510 SAM NOBLE PARKWAYARDMOREOK73401PROF. & RES. ADMIN40.0$213,592$19,809$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k218OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Mercer
21875 Network PlaceCHICAGOIL606731218Investment Manager$278,740
Sands Capital Management LLC
PO Box 821821PHILADELPHIAPA191821821Investment Manager$266,782
BMO Asset Management
Lockbox 0104035 GAM Accounting DepMILWAUKEEWI532880435Investment Manager$186,097
Grant Thornton LLP
33562 Treasury CenterCHICAGOIL606943500Consultant$184,390
Barrow Hanley Mewhinney
2200 Ross Avenue Suite 3100DALLASTX75201Investment Manager$162,277
FieldValueIRS element (for citing)
Contractor Paid Over50k25ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLANT BIOLOGY - CONDUCTS BASIC BIOCHECMICAL, GENETIC, & GENOMIC PLANT RESEARCH FOR CROP IMRPROVEMENT & ENHANCED AGRICULUTRAL PRODUCTIONDescription1Txt
Expenses1$20,868,027Expenses1Amt
Description2AGRICULTURAL - ASSISTS OVER 1,500 FARMERS/RANCHERS IN REACHING FINANCIAL, PRODUCTION, STEWARDSHIP & QUALITY OF LIFE GOALS THROUGH CONSULTATION, EVENTS & RESEARCHDescription2Txt
Expenses2$16,592,580Expenses2Amt
Description3FORAGE IMPROVEMENT - CONDUCTS RESEARCH TO TRANSLATE BASIC PLANT SCIENCE RESEARCH INTO IMPROVED PLANT VARIETIES FOR USE BY AG PRODUCERS THRU PLANT BREEDING & TRAIT INTEGRATIONDescription3Txt
Expenses3$13,884,506Expenses3Amt
Description4ADDITIONAL INFORMATION ABOUT NOBLE AND ADMINISTRATIVE EXPENSES AS A PERCENTAGE OF FUNDS SPENT FOR CHARITABLE PURPOSES 7.79% ARE EXPLAINED UNDER FOOTNOTESDescription4Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NO PROGRAM-RELATED INVESTMENTS WERE MADE IN 2017. SEE FOOTNOTES FOR INFORMATION REGARDING EXPENDITURE RESPONSIBILITY FOR PRIOR YEAR ACTIVITY.Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$371,759,884AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,380,436AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,744,372FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$381,884,692TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$381,884,692AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,728,270CashDeemedCharitableAmt
Net Vl Noncharitable Assets$376,156,422NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,807,821MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,807,821MinimumInvestmentReturnAmt
Tax Based On Investment Income$206,135TaxBasedOnInvestmentIncomeAmt
Income Tax$5,431IncomeTaxAmt
Total Tax$211,566TotalTaxAmt
Distributable Before Adj$18,596,255DistributableBeforeAdjAmt
Recoveries Qualfied Distri$50,934RecoveriesQualfiedDistriAmt
Distributable Before Ded$18,647,189DistributableBeforeDedAmt
Distributable As Adjusted$18,647,189DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$48,570,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$8,975,726CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$57,545,976QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$206,135PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$57,339,841AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,647,189DistributableAsAdjustedAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Excess Distribution Cyov Yr5$343,006ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$2,439,292ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,782,298TotalExcessDistributionCyovAmt
Qualifying Distributions$57,545,976QualifyingDistributionsAmt
Treated As Distri From Corpus$26,000,000TreatedAsDistriFromCorpusAmt
Applied To Current Year$18,647,189AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,898,787RemainingDistriFromCorpusAmt
Total Corpus$41,681,085TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$26,000,000CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$343,006ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,338,079ExcessDistriCyovToNextYrAmt
Excess From Year1$2,439,292ExcessFromYear1Amt
Excess From Current Year$12,898,787ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonNoble Research Institute LLCRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12510 Sam Noble ParkwayAddressLine1Txt
CityArdmoreCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5802246213RecipientPhoneNum
Form And Info And MaterialsAn introduction letter describing the organization and projectFormAndInfoAndMaterialsTxt
Submission DeadlinesMay 31SubmissionDeadlinesTxt
Restrictions On AwardsGenerally restricted to Southwestern United States 501(C)(3) organizationsRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (157 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Arbuckle Life Solutions Inc
Nine 10th Avenue NWArdmoreOK73401NonePCAnnual operating support$30,000
Assoc of Professional Oklahoma Educators Fndtn
PO Box 639NobleOK73068NonePCAnnual operating support$20,000
Atlanta Union Mission Corporation
PO Box 1807AtlantaGA30301NonePCSupport for the men's and women's programs$20,000
Carter County CASA Inc
20 B Street SW Ste 401ArdmoreOK73401NonePCOperating support$10,000
Charles B Goddard Center for Visual and Performin
PO Box 1624ArdmoreOK73402NonePCOperating support, art education outreach program, and scholarship assistance for Art Studio classes$35,000
Colonial Williamsburg Foundation
P O Box 1776WilliamsburgVA231871776NonePC2017 Oklahoma Teachers Institute$12,000
Diabetes Solutions - OK Inc
3333 NW 63rd Suite 100Oklahoma CityOK73116NonePCSupport for Camp Endres$7,500
Education and Employment Ministry Inc
1501 North Classen BlvdOklahoma CityOK73106NonePCReentry services project From Incarceration to Freedom: Women's Special Release Program$30,000
Gloria Ainsworth Child Care & Learning Center Inc
502 G Street NEArdmoreOK73401NonePCOperating support$40,000
Good Shepherd Community Clinic Inc
Twenty 12th Avenue NWArdmoreOK73401NonePCOperating support$75,000
Great Expectations Foundation
PO Box 1710TahlequahOK74465NonePCOperating support$15,000
Murray State College Foundation Inc
One Murray CampusTishomingoOK73460NonePC2017/2018 agriculture scholarships$5,000
Oklahoma Arts Institute
111 NW 9th StreetOklahoma CityOK73102NonePCSupport for Summer Arts Institute$12,000
Oklahoma State University Foundation
PO Box 1749StillwaterOK740761749NonePCSupport for the Oklahoma Agriculture Leadership Program$20,000
Oklahoma State University Foundation
PO Box 1749StillwaterOK740761749NonePC2017/2018 agriculture scholarships$10,000
Panhandle State Foundation
PO Box 430GoodwellOK73939NonePC2017/2018 agriculture scholarships$8,000
Philanthropy Roundtable
1120 20th Street NWWashingtonDC20036NonePCAnnual operating support$10,000Suite 550 South
Soil Health Institute
2803 Slater RoadMorrisvilleNC27560NonePCOperating support$1,018,798Suite 115
Southern Oklahoma Technology Center
2610 Sam Noble ParkwayArdmoreOK734012100NoneGOV2017/2018 scholarships$4,600
Young Mens Christian Association of Ardmore Oklaho
925 West BroadwayArdmoreOK73401NonePCAnnual operating support$50,000
Avila University
11901 Wornall RoadKansas CityMO64145NonePCGeneral support$750
Barclay College Association Inc
607 N KingmanHavilandKS670599558NonePCFine Arts Center - Take A Seat campaign$2,500
Cameron University Foundation Inc
2800 West Gore BlvdLawtonOK735056320NonePCKCCU-FM Public Radio$2,350
Cameron University Foundation Inc
2800 West Gore BlvdLawtonOK735056320NonePCKCCU-FM Public Radio$125
Casady School
PO Box 20390Oklahoma CityOK73116NonePCGreatest need$5,000
University Of Colorado Foundation
PO Box 17126DenverCO802179155NonePCCU Boulder Fund for Excellence$250
Colorado State University Foundation
510 University Services CenterFort CollinsCO805237112NonePCDiana Wright Anderson Scholarship Endowment$5,000601 South Howes Street
Cookson Hills Christian School
60416 Highway 10KansasOK74347NonePCGeneral support$5,444
Davidson College
PO Box 7170DavidsonNC28035NonePCBrown Scholarship$1,000
Dickson Foundation For Excellence In Education Inc
PO Box 1022ArdmoreOK73402NonePCGeneral support$120
Dickson Public Schools
4762 State HWY 199ArdmoreOK73401NoneGOVBaseball and football programs$750
Dickson Public Schools
4762 State HWY 199ArdmoreOK73401NoneGOVUpper Elementary School$125
Dickson Public Schools
4762 State HWY 199ArdmoreOK73401NoneGOVBoys Varsity Basketball$200
Duke University
Alumni and Development RecordsDurhamNC277080581NonePCTrinity College Annual Fund-Financial Aid$200Box 90581
Eden Theological Seminary
475 East Lockwood AvenueSt LouisMO63119NonePCAnnual Fund$250
Episcopal School Of Dallas Inc
4100 Merrell RoadDallasTX75229NonePCESD athletics program$500
Fort Bend I S D Education Foundation
16431 Lexington BoulevardSugar LandTX77479NonePCGeneral support$1,460
Fort Worth Country Day School Inc
4200 Country Day LaneFt WorthTX76109NonePCKatherine Hooton Memorial Fund$1,500
Good Shepherd Nativity Mission School Inc
353 Baronne StNew OrleansLA70112NonePCGeneral support$10,000
Graceland University
1 University PlaceLamoniIA50140NonePCSustainability Program$3,200
Hillsdale College
33 East College StreetHillsdaleMI49242NonePCIndependence Fund$1,000
Houston Christian High School
2700 West Sam Houston Parkway NorthHoustonTX77043NonePCAcademic and Fine Arts Needs$1,000
John Brown University
2000 West University StreetSiloam SpringsAR72761NonePCJBU Scholarship Fund$350
Massachusetts Maritime Academy Foundation Inc
101 Academy Drive Kurz Hall 1st FlBuzzards BayMA02532NonePCCadet Scholarships$5,000
Mississippi State University Foundation Inc
PO Box 6149Mississippi StateMS39762NonePCC. Dale Hoover Memorial Scholarship in Agronomy ($500) and the College of Education ($300)$500
Mississippi State University Foundation Inc
PO Box 6149Mississippi StateMS39762NonePCCollege of Education$300
The MORE Foundation
301 West Main Street Suite 210ArdmoreOK73401NonePCRobert Starr Haile Memorial Scholarship Fund$100
The MORE Foundation
301 West Main Street Suite 210ArdmoreOK73401NonePCGeneral support$550
Oak Hall Episcopal School
2815 N Mount Washington RdArdmoreOK73401NonePCScholarship Fund$250
Oak Hall Episcopal School
2815 N Mount Washington RdArdmoreOK73401NonePCAnnual Fund, Foster Children Christmas Program, an d general support$431
Oak Hall Episcopal School
2815 N Mount Washington RdArdmoreOK73401NonePCGeneral support$500
Oak Hall Episcopal School
2815 N Mount Washington RdArdmoreOK73401NonePCGeneral support$100
Oklahoma Educational Television Authority Fndtn
PO Box 14190Oklahoma CityOK73113NonePCGeneral support$850
Oklahoma School Of Science & Mathematics Fndtn
1141 N Lincoln BlvdOklahoma CityOK73104NonePCGeneral support$2,000
Oklahoma School Of Science & Mathematics Fndtn
1141 N Lincoln BlvdOklahoma CityOK73104NonePCFaculty Endowment Fund$600
Oklahoma School Of Science & Mathematics Fndtn
1141 N Lincoln BlvdOklahoma CityOK73104NonePCGeneral support$500
Oklahoma State University Foundation
PO Box 1749StillwaterOK74076NonePCDean's Excellence Fund In Agriculture$100
Oklahoma State University Foundation
PO Box 1749StillwaterOK74076NonePCElectrical Engineering Fund$125
Oklahoma State University Foundation
PO Box 1749StillwaterOK74076NonePCOklahoma Agricultural Leadership Fund$100
Oklahoma State University Foundation
PO Box 1749StillwaterOK74076NonePCOklahoma Agricultural Leadership Fund$100
Oklahoma State University Foundation
PO Box 1749StillwaterOK74076NonePCGeneral support$2,018
University Of Oklahoma Foundation Inc
100 Timberdell RoadNormanOK73019NonePCLambda Chi Alpha Don Sherman Brotherhood Scholarsh ip$100
University Of Oklahoma Foundation Inc
100 Timberdell RoadNormanOK73019NonePCAssociates of the University of Oklahoma$1,500
University Of Oklahoma Foundation Inc
100 Timberdell RoadNormanOK73019NonePCMen's Golf Program$80
University Of Oklahoma Foundation Inc
100 Timberdell RoadNormanOK73019NonePCLester A. Day Family Chair for the Mewbourne College of Earth and Energy$20,000
University Of Oklahoma Foundation Inc
100 Timberdell RoadNormanOK73019NonePCAthletic Department$800
University Of Oklahoma Foundation Inc
100 Timberdell RoadNormanOK73019NonePCSooner Club$2,160
University Of Oklahoma Foundation Inc
100 Timberdell RoadNormanOK73019NonePCLaw Annual Giving Programs$100
University Of Oklahoma Foundation Inc
100 Timberdell RoadNormanOK73019NonePCSooner Club$1,500
University Of Oklahoma Foundation Inc
100 Timberdell RoadNormanOK73019NonePCPrice College Finance Division$300
University Of Oklahoma Foundation Inc
100 Timberdell RoadNormanOK73019NonePCBotany & Microbiology Centennial Legacy$100
University Of Oklahoma Foundation Inc
100 Timberdell RoadNormanOK73019NonePCPride of Oklahoma Annual Giving Programs$50
University Of Oklahoma Foundation Inc
100 Timberdell RoadNormanOK73019NonePCAssociates of the University of Oklahoma$1,000
University Of Oklahoma Foundation Inc
100 Timberdell RoadNormanOK73019NonePCAssociates of the University of Oklahoma$2,500
Plainview Of Ardmore Public School Foundation Inc
1140 S Plainview RoadArdmoreOK73401NonePCGeneral support$100
Plainview Of Ardmore Public School Foundation Inc
1140 S Plainview RoadArdmoreOK73401NonePCGeneral support$750
Rhodes College
2000 North ParkwayMemphisTN38112NonePCScience Building$15,000
Rockhurst University
1100 Rockhurst RoadKansas CityMO64110NonePCGolden Hawks Endowed Scholarship$750
South Dakota School Of Mines And Technology Fndtn
306 East St Joseph StreetRapid CitySD57701NonePCTim Anderson Scholarship$5,000Suite 200
Southern Methodist University
PO Box 750402DallasTX752750100NonePCDistinguished Alumni Award Fund$250
Southern Methodist University
PO Box 750402DallasTX752750100NonePCEd Noble Endowed MBA Scholarship Fund$5,000
Southern Methodist University
PO Box 750402DallasTX752750100NonePCMeadows Scholars Program$7,500
University Of The South
735 University AvenueSewaneeTN37383NonePCYSR Women's Golf$500
St Ambrose School
4213 Mangum RoadHoustonTX77092NonePCGeneral support$610
St Cecilia Catholic School
11740 Joan of Arc DriveHoustonTX77024NonePCGeneral support$1,000
St Johns Northwestern Military Academy Inc
1101 N Genesee StDelafieldWI53018NonePCExcalibur Fund$500
Texas A&M Foundation
401 George Bush DrCollege StationTX77840NonePCMary Anne & J.W. Kornegay Scholarship$10,000
Texas A&M Foundation
401 George Bush DrCollege StationTX77840NonePCH. Phil Hobson, DVM Endowed Scholarship$2,000
Texas A&M Foundation
401 George Bush DrCollege StationTX77840NonePCGeology Dept. Development Fund$1,000
Texas A&M Foundation
401 George Bush DrCollege StationTX77840NonePCPetroleum Engineering Dept. Fund$1,000
Texas A&M Foundation
401 George Bush DrCollege StationTX77840NonePCSul Ross Scholarship$6,000
Texas Christian University
TCU Box 298240Ft WorthTX76129NonePCFrog Club General Scholarships$2,990
Texas Christian University
TCU Box 298240Ft WorthTX76129NonePCM.J. Neeley School of Business$1,250
Texas Christian University
TCU Box 298240Ft WorthTX76129NonePCSocial Work Department$100
University Of Illinois Foundation
P0 Box 3429ChampaignIL618263429NonePCCrop Sciences Unrestricted Fund$500
University Of Illinois Foundation
P0 Box 3429ChampaignIL618263429NonePCPlant Biology Annual Fund$500
University Of Illinois Foundation
P0 Box 3429ChampaignIL618263429NonePCCollege of ACES Annual Fund$50
University Of Illinois Foundation
P0 Box 3429ChampaignIL618263429NonePCCollege of LAS Annual Fund$50
Washington University
Campus Box 1210 1 Brookings DriveSt LouisMO63130NonePCDept. of Biology$1,100
Washington University
Campus Box 1210 1 Brookings DriveSt LouisMO63130NonePCProgram in Physical Therapy$550
Washington University
Campus Box 1210 1 Brookings DriveSt LouisMO63130NonePCStephen Rose Diversity Development Scholarship in Physical Therapy$550
Westminster Schools Inc
1424 W Paces Ferry Road NWAtlantaGA30327NonePCGreatest need$250
Westminster Schools Inc
1424 W Paces Ferry Road NWAtlantaGA30327NonePCScholarship supporting students in the GOAL Scholarship Program$1,334
Westminster Schools Inc
1424 W Paces Ferry Road NWAtlantaGA30327NonePCScholarship supporting students in the GOAL Schola rship Program$1,334
Thomas Aquinas College
10000 Ojai Santa Paula RoadSanta PaulaCA93060NonePCGeneral support$1,000
Angelo Cheyenne Dawn
13016 Appaloosa AvenueWellingtonCO80549NoneINoble Educational Fund$2,500
Dethloff Caleb
10254 Prairie ValleyLone GroveOK73443NoneINoble Educational Fund$2,500
Donica Savannah M
84 Durwood RoadArdmoreOK73401NoneINoble Educational Fund$2,500
Funderburg Amanda Jean
5215 Kings RoadArdmoreOK73401NoneINoble Educational Fund$2,500
Garcia Arabella A
607 North Lee StreetFredericksburgTX78624NoneINoble Educational Fund$2,500
Hemphill Rhyane
5111 West 12th StreetGreeleyCO80634NoneINoble Educational Fund$2,500
Hutto David
114 South Plum Crest CircleThe WoodlandsTX77382NoneINoble Educational Fund$2,500
Inks Samantha Jane
1692 Garland StreetLakewoodCO80215NoneINoble Educational Fund$2,500
Jack Gabrielle Noel
6290 South Coventry Lane EastLittletonCO80123NoneINoble Educational Fund$2,500
Jacobsen Christian Scott
1824 Lincoln StHelenaMT59601NoneINoble Educational Fund$2,500
Johnson Shelby
516C College StreetAdaOK74820NoneINoble Educational Fund$2,500
Lance Sara
2091 40th AvenueGreeleyCO80634NoneINoble Educational Fund$2,500
Langlois Miranda Rochelle
33981-A Sunset DriveLillianAL36549NoneINoble Educational Fund$2,500
Mackey Jared
4900 South Black RoadColemanOK73432NoneINoble Educational Fund$2,500
Mays Jessica
6680 Carter RoadArdmoreOK73401NoneINoble Educational Fund$2,500
Mcdonald Danielle
5000 Legacy DrivePlanoTX75024NoneINoble Educational Fund$2,500
Mcfarlane Lauren
16121 Black Falcon RoadWallerTX77484NoneINoble Educational Fund$2,500
Miller Anna M
640 East Dry Creek PlaceLittletonCO80122NoneINoble Educational Fund$2,500
Mills Sara
3 Lancepine PlaceThe WoodlandsTX77382NoneINoble Educational Fund$2,500
Nguyen Megan
27326 Liberty Heights LaneFulshearTX77441NoneINoble Educational Fund$2,500
Noland Ali Dunn
926 East 15th StreetAdaOK74820NoneINoble Educational Fund$2,500
Preston Kalee
360 Blackbird LaneArdmoreOK73401NoneINoble Educational Fund$2,500
Roberts Katelyn Delanie
1209 Roberts Lane SWBrookhavenMS39601NoneINoble Educational Fund$2,500
Rogers Kelly Michelle
274 Gayle StreetArdmoreOK73401NoneINoble Educational Fund$2,500
Rueter Jackson
3515 West 101st CircleWestminsterCO80031NoneINoble Educational Fund$2,500
Saha Raman
1601 Red Oak DriveArdmoreOK73401NoneINoble Educational Fund$2,500
Stalder Carly A
26 Shearwater PlaceThe WoodlandsTX77381NoneINoble Educational Fund$2,500
Steinke Craig
83 South Taylor Point DriveThe WoodlandsTX77382NoneINoble Educational Fund$2,500
Stewart Hailey
56 Winding Brook DriveSumrallMS39482NoneINoble Educational Fund$2,500
Walker Katelyn
1515 Tara DriveArdmoreOK73401NoneINoble Educational Fund$2,500
Wong Sarah
14106 Woodnook DriveHoustonTX77077NoneINoble Educational Fund$2,500
Wright Rebecca Clay
817 MclishArdmoreOK73401NoneINoble Educational Fund$2,500
Yue Spencer
3031 Pomelo CircleNormanOK73071NoneINoble Educational Fund$2,500
Burns Shiann
14129 Dancing Rabbit RoadMadillOK73446NoneISam Noble Scholarship$3,125
Chapman Luke
323 S West StreetStillwaterOK74074NoneISam Noble Scholarship$2,500
Chapman Victoria
15599 W Greasy Bend RoadMannsvilleOK73447NoneISam Noble Scholarship$2,500
Christian Allison
620 S Ramsey Unit 3StillwaterOK74074NoneISam Noble Scholarship$2,500
Coffey Richard
4013 Westbrook DriveStillwaterOK74074NoneISam Noble Scholarship$3,125
Custer Jacob
1405 W McMurtry RdStillwaterOK74075NoneISam Noble Scholarship$2,500
Evens Michael
Rt 2 Box 175DuncanOK73533NoneISam Noble Scholarship$1,250
Ferguson Jackson
969 N 4140 RdHugoOK74743NoneISam Noble Scholarship$2,500
Grace Tyler
224 South WashingtonStillwaterOK74074NoneISam Noble Scholarship$2,500
Harder Bethany
PO Box 171BattiestOK74722NoneISam Noble Scholarship$2,500
Hardin Matthew
P O Box 235BethelOK74724NoneISam Noble Scholarship$1,250
Howe Samantha
10070 Reactor RoadSulphurOK73086NoneISam Noble Scholarship$2,500
Rogers Matthew B
1518 W 4th Apt BStillwaterOK74074NoneISam Noble Scholarship$3,125
Savage Elijah
PO Box 754StratfordOK74872NoneISam Noble Scholarship$1,875
Shaw Wyatt
11945 CR 3585AdaOK74820NoneISam Noble Scholarship$2,500
Spampinato Mark
38458 State Road 78DurantOK74701NoneISam Noble Scholarship$2,500
Upton Amanda
17359 North CR 3290Pauls ValleyOK73075NoneISam Noble Scholarship$2,500
Wade Jacob
32300 US HWY 70RinglingOK73456NoneISam Noble Scholarship$2,500
Williams Kristal
5075 CR 1570AdaOK74820NoneISam Noble Scholarship$3,125
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,718,179TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp (5 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
EDUCATIONAL SEMINARS-REGISTRATIONS$30,622
OTHER PROGRAM REVENUE$4,626,191
EXTERNAL CORE SERVICES$91,410
CATTLE, PECAN, AND OTHER FARM SALES$398,648
OVERHEAD RECOVERY - SRNF$31,946
FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,069,319ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,263,400ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$14,464,291ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (5 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
ROYALTY/LEASEHOLD INCOME15$1,287,511
OTHER MISCELLANEOUS INCOME01$10,472
RECOVERED QUALIFYING DISTRIBUTION01$50,934
CLASS ACTION SETTLEMENTS01$104,363
LOSS ON SALE OF FIXED ASSETS01-$80,234

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$19,170,056ExclusionAmt
Related Or Exempt Function Incm$5,178,817RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$24,348,873TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (5 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1AEDUCATIONAL EVENTS, INCLUDING FIELD DAYS, DEMONSTRATIONS, SEMINARS, AND WORKSHOPS PROVIDE FARMERS AND RANCHERS TRAINING AND AGRICULTURAL OPERATIONS AND BEST AGRICULUTRAL MANAGEMENT PRACTICES.
1BVARIOUS AWARDS AND SUBAWARDS ARE RECEIVED IN CONJUNCTION WITH PLANT SCIENCE AND AGRICULTURAL RESEARCH CONDUCTED AT THE INSTITUTE. WHILE THE MAJORITY OF THE AWARDS/SUBAWARDS ARE PUBLIC RESEARCH FUNDS SUBJECT TO AUDIT UNDER "TITLE 2 U.S. CODE OF FEDERAL REGULATIONS (CFR) PART 200, UNIFORM ADMINSTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS", THESE AWARDS/SUBAWARDS FURTHER INCLUDE PUBLIC RESEARCH FUNDS, PROVIDED THROUGH VARIOUS STATE OF OKLAHOMA PROGRAMS, AS WELL AS PRIVATE RESEARCH FUNDS PROVIDED THROUGH PRIVATE ORGANIZATIONS AND INDUSTRY.
1CThe external core services furthers the Institute's exempt purposes.
1DTHE NOBLE RESEARCH INSTITUTE OPERATES SEVEN FARMS ON WHICH IT CARRIES OUT PROGRAMS OF AGRICULTURAL RESEARCH AND DEMONSTRATION. WITH REGARD TO SUCH DEMONSTRATIONS, THE FARMS ARE USED TO VALIDATE FULL SCALE TRIALS AND EVALUATIONS OF SMALL-SCALE INSTITUTE RESEARCH FINDINGS AS WELL AS THE SMALL-SCALE RESEARCH FINDINGS OF OTHER ORGANZIATIONS. DEMONSTRATION OUTCOMES ARE AVAILABLE TO THE GENERAL PUBLIC AT NO COST THROUGH TOURS, EDUCATIONAL EVENTS AND PUBLICATIONS. THESE PROGRAMS, IN PART, FULFILL THE INSTITUTE'S CHARITABLE PURPOSE AND SERVE AS ONE BASIS FOR THE ORGANIZATION'S TAX EXEMPT STATUS. AS AN OUTCOME OF ITS RESEARCH AND DEMONSTRATION PROGRAMS, CERTAIN MARKETABLE AGRICULTURAL BY-PRODUCTS, SUCH AS LIVESTOCK, PECANS, AND OTHER FARM PRODUCTS, ARE PRODUCED. WHILE SOME BY-PRODUCTS ARE CONSUMED OR DESTROYED IN NORMAL OPERATIONS, IN SOME INSTANCES, THE INSTITUTE SELLS SUCH BY-PRODUCTS THROUGH COMMON AGRICULTURAL MARKET OUTLETS. THE FIRST HAND KNOWLEDGE ACQUIRED BY CONDUCTING FIELD-BASED ORPER
1EThe overhead recovery from The Samuel Roberts Noble Foundation furthers the Institute's exempt purposes.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonThe Samuel Roberts Noble FoundationContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12510 Sam Noble ParkwayAddressLine1Txt
CityArdmoreCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd
FieldValueIRS element (for citing)
Total Contributions$79,250,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT AND TAX SERVICESCategoryTxt
Amt$212,740Amt
Net Investment Income$31,911NetInvestmentIncomeAmt
Disbursements Charitable Prps$180,829DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Distribution From Corpus Election DistributionFromCorpusElection

FieldValueIRS element (for citing)
ElectionELECTION UNDER REGULATION 53.4942(a)-3(e)(2) QUALIFYING DISTRIBUTIONS TREATED AS DISTRIBUTIONS OUT OF CORPUS Noble Research Institute, LLC elects pursuant to Regulation 53.4942(a)-3(e)(2) to treat distributions out of corpus in order to satisfy the distribution requirements of IRC 4942(g)(3) for the current tax year ended December 31, 2017. The foundation manager declares below that the foundation is making this election under Regulation 53.4942(a)-3(e)(2) and the current year distriubtion was treated under Regulation 53.4942(a)-3(e)(2) as a distribution out of corpus as follows: Distributions Amount Current year distribution from corpus 26,000,000ElectionDesc

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Samuel Roberts Noble FoundationBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12510 Sam Noble ParkwayAddressLine1Txt
CityArdmoreCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd
FieldValueIRS element (for citing)
Grant2017-05-01GrantDt
Grant$897,005,309GrantAmt
Purpose Of GrantEndowment GrantPurposeOfGrantTxt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By GranteeONGOING, RELATED ORGANIZATIONDatesOfReportsByGranteeTxt
Results Of VerificationN/AResultsOfVerificationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemVANGUARD WELLINGTON FUNDCategoryOrItemTxt
Book Value$9,791,528BookValueAmt
EOYFMV$9,791,528EOYFMVAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationDURING THE TAX YEAR ENDED DECEMBER 31, 2017, NOBLE RESEARCH INSTITUTE, LLC (INSTITUTE) TRANSFERRED VARIOUS NET ASSETS TO THE SAMUEL ROBERTS NOBLE FOUNDATION (FOUNDATION). THESE NET ASSETS INCLUDED: FMV OF INVESTMENTS $963,626,833 FMV OF LIABILITIES 5,983,168 NET VALUE OF BOOK EQUITY TRANSFERRED 897,005,309 THE TRANSFER OF ASSETS REPRESENTS A SPLIT OF THE OPERATION (INSTITUTE) AND ENDOWMENT (FOUNDATION) RESOURCES/EFFORTS INTO TWO SEPARATE BUT RELATED ENTITIES. THE ADDRESS OF THE FILING ORGANIZATION AND THE RECIPIENT ORGANIZATION IS THE SAME. THE INSTITUTE CONTINUES BEING ORGANIZED AND OPERATED FOR THE PURPOSE OF CARRYING ON ITS OPERATIONS IN THE CRITICALLY IMPORTANT FIELD OF NOT-FOR-PROFIT AGRICULTURAL RESEARCH AND EDUCATION. A FORM 8940 (FOR PUBLIC CHARITY STATUS) WAS FILED IN MAY 2017 AND A FAVORABLE ADVANCED RULING WAS RECEIVED IN MARCH 2018. THE 60 MONTH TERMINATION PERIOD (OF PF STATUS) UNDER SECTION 507(B)(1)(B) BEGAN JANUARY 1, 2018. THERE IS NO PLAN TO WIND DOWN OR TERMINATE THE INSTITUTE.ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (7 entries)

CategoryCategoryTxtLegal FeesLegalFeesAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EMPLOYEE BENEFIT PLANS$19,982$19,982
EMPLOYMENT MATTERS$4,357$4,357
GENERAL MATTERS$69,960$69,960
EMPLOYEE IMMIGRATION SUPPORT$16,645$16,645
INTELLECTUAL PROPERTY/PATENTS$236,397$236,397
REORGANIZATION$129,068$129,068
ACCRUAL TO CASH ADJUSTMENT-$21,355

Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch

Note Payable NotePayableGrp

Lender Name LenderNameGrp

FieldValueIRS element (for citing)
PersonBANCFIRSTPersonNm
FieldValueIRS element (for citing)
Loan Original$7,000,000LoanOriginalAmt
Balance Due$6,132,178BalanceDueAmt
Note2017-04NoteDt
Loan Maturity2022-04LoanMaturityDt
Repayment TermsMONTHLY PRINCIPAL AND INTERESTRepaymentTermsTxt
Interest3.25InterestRt
Security Provided BorrowerN/ASecurityProvidedBorrowerTxt
Loan PurposeRESEARCH BUILDING RENOVATIONLoanPurposeTxt
Lender ConsiderationCASH: $7,000,000LenderConsiderationDesc

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescENDOWMENT TRANSFER OUTDesc
Amt$897,005,309Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (30 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtAdjusted Net IncomeAdjustedNetIncomeAmt
MEMBERSHIP DUES$226,150$5,454$220,912
PHOTOGRAPHY/GRAPHIC SUPPLIES$10,361$10,344
UNIFORMS/LAUNDRY$20,617$20,574
TRAINING/EMPLOYEE RELATIONS$470,897$399,889
COMMUNITY SUPPORT$359,003$359,003
PROPERTY INSURANCE$399,696$419,929
OFFICE/POSTAGE/PHOTOCOPIER$189,085$194,419
LICENSE/PERMIT/BANK FEES$44,559$44,387
CREDIT CARD FEES$10,000$10,000
MACHINE HIRE/CONTRACT LABOR$352,215$357,673
EQUIPMENT MAINT & REPAIR$1,433,750$1,474,731
FACILITY MAINT & REPAIR$416,075$445,008
ROAD/LAND/FENCE MAINT & REPAIR$59,934$59,934
EQUIPMENT/LAND LEASE$17,027$17,027
LAWN/SAFETY SUPPLIES$95,752$113,917
MATERIALS & SUPPLIES$1,961,626$2,055,736
FOOD SERVICE$15,147$16,873
VEHICLE OPERATIONS$434,429$433,692
LIBRARY SERVICES$92,862$90,300
COMPUTER/TECHNOLOGY$857,047$869,667
RECRUITING$208,192$206,342
FEED/SEEED/FERTILIZER$440,885$440,885
VETERINARY$72,898$72,725
TESTING/EVALUATION SERVICES$229,510$229,510
COOPERATIVE RESEARCH PROGRAMS$547,230$451,498
NON-RESIDENT FELLOWS PROGRAM$172,549$172,549
SMALL EQUIPMENT UNDER $5,000$1,433,212$1,602,303
LESS EXPENSE ALLOCATED TO PRGM-$5,360,569$5,360,569
OTHER K-1 EXPENSES$526,143
OIL & GAS DEPLETION$118,434

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (14 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Royalty/Leasehold Income$1,287,511$1,287,692
Educational Seminars-Registrations$30,622$30,622
Other Program Revenue$4,626,191$4,807,943
External Core Service$91,410$91,410
Other Miscellaneous Income$10,472
Recovered Qualifying Distribution$50,934
Class Action Settlements$104,363$104,363
K-1 Other Portfolio Income$102,173
K-1 Ordinary Income$481,603
K-1 Rental Real Estate Income-$1,075
Cattle, Pecan, and Other Farm Sales$398,648$398,648
Loss on Sale of Fixed Assets-$80,234
Overhead Recovery - SRNF$31,946$31,946
Section 965 Inclusion Taxable Amount$1,660

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTDesc
Amt$695,740Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescEOY Book ValueEOYBookValueAmt
ACCRUED PENSION COST$17,656,958
ACCRUED POST-RETIREMENT MEDICAL$4,180,917

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGER FEES$1,466,566$1,466,566
PROFESSIONAL ADVISORY SERVICES$640,352$640,352
ACCRUAL TO CASH ADJUSTMENT$34,414

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonThe Samuel Roberts Noble FoundationPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12510 Sam Noble ParkwayAddressLine1Txt
CityArdmoreCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73401ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
990PF CURRENT & DEF EXCISE TAX$262,000
UNRELATED BUSINESS INCOME TAX$99,572
FOREIGN TAXES-INT'L INVESTMENT$109,599
720 EXCISE TAX$2,725$2,725