LOVE MEYER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LOVE MEYER FAMILY FOUNDATION (EIN 47-2760549)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-19
- IRS object ID
- 201822929349100507
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-19T14:05:01-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472760549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOVE MEYER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOVE | BusinessNameControlTxt |
| Phone | 4054638030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10601 N PENNSYLVANIA AVENUE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS J STUSSI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4054638030 | PhoneNum |
| Signature | 2018-10-19 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.248.247.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-19 | IPDt |
| IP Tm | 14:03:15 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 290B667E606EE7BD2F498679F6ED11685BDCA16A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BB4AF606F51299B9E442A8B19DC8BA9AC366EBE3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,638,644 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,008,486 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $135,450 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $135,450 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $262,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,607,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $262,060 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,405,996 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $397,510 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $101 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $39,570 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,570 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,516 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,481 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $681,431 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $681,431 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $725,618 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $681,431 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,680,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $354,459 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $241,183 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,619 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,619 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,565,654 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,431,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,580,025 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,806,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,490,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,638,644 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $3,209 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,209 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,806,837 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,487,215 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,806,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,487,215 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,806,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,490,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,806,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,680,378 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,487,215 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,487,215 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (114 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 75 SHS/UNITS BED BATH & BEYOND INC | 2015-07-13 | 2017-09-25 | $1,696 | $5,143 | -$3,447 | -$3,447 | |
| 600 SHS/UNITS BED BATH & BEYOND INC | 2015-07-13 | 2017-09-25 | $13,559 | $41,142 | -$27,583 | -$27,583 | |
| 75 SHS/UNITS BED BATH & BEYOND INC | 2015-07-13 | 2017-09-25 | $1,697 | $5,143 | -$3,446 | -$3,446 | |
| 200 SHS/UNITS BED BATH & BEYOND INC | 2015-07-13 | 2017-09-25 | $4,519 | $13,714 | -$9,195 | -$9,195 | |
| 200 SHS/UNITS BED BATH & BEYOND INC | 2015-07-13 | 2017-02-09 | $8,117 | $13,714 | -$5,597 | -$5,597 | |
| 325 SHS/UNITS BED BATH & BEYOND INC | 2015-07-13 | 2017-02-09 | $13,190 | $22,285 | -$9,095 | -$9,095 | |
| 550 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW | 2017-02-07 | 2017-03-27 | $92,063 | $89,771 | $2,292 | $2,292 | |
| 100 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW | 2016-02-07 | 2017-03-02 | $17,561 | $16,322 | $1,239 | $1,239 | |
| 200 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW | 2017-02-07 | 2017-03-02 | $35,121 | $32,644 | $2,477 | $2,477 | |
| 225 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW | 2017-02-07 | 2017-03-02 | $39,511 | $36,725 | $2,786 | $2,786 | |
| 500 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW | 2017-02-07 | 2017-03-02 | $87,803 | $81,610 | $6,193 | $6,193 | |
| 600 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW | 2017-02-07 | 2017-03-02 | $105,363 | $97,932 | $7,431 | $7,431 | |
| 75 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW | 2017-02-07 | 2017-03-02 | $13,170 | $12,242 | $928 | $928 | |
| 270 SHS/UNITS CELANESE CORP DEL COM SER A | 2015-07-13 | 2017-03-02 | $24,149 | $18,642 | $5,507 | $5,507 | |
| 73 SHS/UNITS CELANESE CORP DEL COM SER A | 2017-02-07 | 2017-03-02 | $6,529 | $6,404 | $125 | $125 | |
| 200 SHS/UNITS CELANESE CORP DEL COM SER A | 2017-02-07 | 2017-03-02 | $17,888 | $17,546 | $342 | $342 | |
| 208 SHS/UNITS CELANESE CORP DEL COM SER A | 2017-02-07 | 2017-03-02 | $18,603 | $18,248 | $355 | $355 | |
| 269 SHS/UNITS CELANESE CORP DEL COM SER A | 2017-02-07 | 2017-03-02 | $24,059 | $23,599 | $460 | $460 | |
| 300 SHS/UNITS CELANESE CORP DEL COM SER A | 2017-02-07 | 2017-03-02 | $26,832 | $26,319 | $513 | $513 | |
| 500 SHS/UNITS CELANESE CORP DEL COM SER A | 2017-02-07 | 2017-03-02 | $44,720 | $43,865 | $855 | $855 | |
| 500 SHS/UNITS CELANESE CORP DEL COM SER A | 2017-02-07 | 2017-03-02 | $44,720 | $43,865 | $855 | $855 | |
| 705 SHS/UNITS CELANESE CORP DEL COM SER A | 2017-02-07 | 2017-03-02 | $63,055 | $61,850 | $1,205 | $1,205 | |
| 1000 SHS/UNITS CELANESE CORP DEL COM SER A | 2017-02-07 | 2017-03-02 | $89,440 | $87,730 | $1,710 | $1,710 | |
| 100 SHS/UNITS CELANESE CORP DEL COM SER A | 2017-02-07 | 2017-02-21 | $8,997 | $8,773 | $224 | $224 | |
| 173 SHS/UNITS CELANESE CORP DEL COM SER A | 2017-02-07 | 2017-02-21 | $15,565 | $15,177 | $388 | $388 | |
| 200 SHS/UNITS CELANESE CORP DEL COM SER A | 2017-02-07 | 2017-02-21 | $17,994 | $17,546 | $448 | $448 | |
| 127 SHS/UNITS CELANESE CORP DEL COM SER A | 2017-02-07 | 2017-02-21 | $11,426 | $11,142 | $284 | $284 | |
| 4975 SHS/UNITS COMCAST CORP NEW CL A | 2017-02-07 | 2017-03-27 | $184,957 | $186,214 | -$1,257 | -$1,257 | |
| 7150 SHS/UNITS COMCAST CORP NEW CL A | 2017-02-07 | 2017-03-02 | $267,529 | $267,625 | -$96 | -$96 | |
| 165 SHS/UNITS FLEETCOR TECHNOLOGIES INC COMSTK USD0.001 | 2016-02-09 | 2017-05-24 | $22,889 | $18,847 | $4,042 | $4,042 | |
| 36 SHS/UNITS FLEETCOR TECHNOLOGIES INC COMSTK USD0.001 | 2016-02-24 | 2017-05-24 | $4,994 | $4,496 | $498 | $498 | |
| 25 SHS/UNITS FLEETCOR TECHNOLOGIES INC COMSTK USD0.001 | 2016-11-30 | 2017-05-24 | $3,468 | $3,756 | -$288 | -$288 | |
| 1075 SHS/UNITS FLEETCOR TECHNOLOGIES INC COMSTK USD0.001 | 2017-02-07 | 2017-05-24 | $149,125 | $158,616 | -$9,491 | -$9,491 | |
| 8 SHS/UNITS ALPHABET INC CAP STKCL A | 2017-02-07 | 2017-03-27 | $6,721 | $6,621 | $100 | $100 | |
| 10 SHS/UNITS ALPHABET INC CAP STKCL A | 2017-02-07 | 2017-03-27 | $8,402 | $8,276 | $126 | $126 | |
| 23 SHS/UNITS ALPHABET INC CAP STKCL A | 2017-02-07 | 2017-03-27 | $19,324 | $19,035 | $289 | $289 | |
| 25 SHS/UNITS ALPHABET INC CAP STKCL A | 2017-02-07 | 2017-03-27 | $21,004 | $20,690 | $314 | $314 | |
| 9 SHS/UNITS ALPHABET INC CAP STKCL A | 2017-02-07 | 2017-03-27 | $7,561 | $7,448 | $113 | $113 | |
| 200 SHS/UNITS MICROSOFT CORP | 2015-07-13 | 2017-11-02 | $16,654 | $9,057 | $7,597 | $7,597 | |
| 275 SHS/UNITS MICROSOFT CORP | 2015-07-13 | 2017-11-02 | $22,899 | $12,453 | $10,446 | $10,446 | |
| 75 SHS/UNITS MICROSOFT CORP | 2015-07-13 | 2017-06-02 | $5,280 | $3,396 | $1,884 | $1,884 | |
| 50 SHS/UNITS MICROSOFT CORP | 2017-02-07 | 2017-06-02 | $3,520 | $3,176 | $344 | $344 | |
| 250 SHS/UNITS MICROSOFT CORP | 2017-02-07 | 2017-04-25 | $16,963 | $15,878 | $1,085 | $1,085 | |
| 125 SHS/UNITS MICROSOFT CORP | 2017-02-07 | 2017-04-03 | $8,191 | $7,939 | $252 | $252 | |
| 20 SHS/UNITS MICROSOFT CORP | 2017-02-07 | 2017-03-02 | $1,282 | $1,270 | $12 | $12 | |
| 300 SHS/UNITS MICROSOFT CORP | 2017-02-07 | 2017-03-02 | $19,227 | $19,053 | $174 | $174 | |
| 580 SHS/UNITS MICROSOFT CORP | 2017-02-07 | 2017-03-02 | $37,172 | $36,836 | $336 | $336 | |
| 1000 SHS/UNITS MICROSOFT CORP | 2017-02-07 | 2017-03-02 | $64,089 | $63,510 | $579 | $579 | |
| 1000 SHS/UNITS MICROSOFT CORP | 2017-02-07 | 2017-03-02 | $64,089 | $63,510 | $579 | $579 | |
| 1200 SHS/UNITS MICROSOFT CORP | 2017-02-07 | 2017-03-02 | $76,907 | $76,212 | $695 | $695 | |
| 1550 SHS/UNITS MICROSOFT CORP | 2017-02-07 | 2017-03-02 | $99,338 | $98,441 | $897 | $897 | |
| 1775 SHS/UNITS MICROSOFT CORP | 2017-02-07 | 2017-03-02 | $113,758 | $112,730 | $1,028 | $1,028 | |
| 155 SHS/UNITS NESTLE S A SPONSOREDADR | 2015-07-13 | 2017-06-27 | $13,829 | $11,608 | $2,221 | $2,221 | |
| 425 SHS/UNITS PROGRESSIVE CORP OHIO | 2015-07-13 | 2017-05-24 | $17,659 | $12,718 | $4,941 | $4,941 | |
| 40 SHS/UNITS PROGRESSIVE CORP OHIO | 2015-07-13 | 2017-05-22 | $1,661 | $1,197 | $464 | $464 | |
| 350 SHS/UNITS PROGRESSIVE CORP OHIO | 2015-07-13 | 2017-05-22 | $14,534 | $10,474 | $4,060 | $4,060 | |
| 400 SHS/UNITS PROGRESSIVE CORP OHIO | 2015-07-13 | 2017-04-07 | $15,640 | $11,970 | $3,670 | $3,670 | |
| 425 SHS/UNITS PROGRESSIVE CORP OHIO | 2017-02-07 | 2017-03-13 | $16,802 | $15,712 | $1,090 | $1,090 | |
| 50 SHS/UNITS PROGRESSIVE CORP OHIO | 2017-02-07 | 2017-03-02 | $1,982 | $1,849 | $133 | $133 | |
| 100 SHS/UNITS PROGRESSIVE CORP OHIO | 2017-02-07 | 2017-03-02 | $3,964 | $3,697 | $267 | $267 | |
| 100 SHS/UNITS PROGRESSIVE CORP OHIO | 2017-02-07 | 2017-03-02 | $3,964 | $3,697 | $267 | $267 | |
| 450 SHS/UNITS PROGRESSIVE CORP OHIO | 2017-02-07 | 2017-03-02 | $17,840 | $16,637 | $1,203 | $1,203 | |
| 500 SHS/UNITS PROGRESSIVE CORP OHIO | 2017-02-07 | 2017-03-02 | $19,822 | $18,485 | $1,337 | $1,337 | |
| 525 SHS/UNITS PROGRESSIVE CORP OHIO | 2017-02-07 | 2017-03-02 | $20,813 | $19,409 | $1,404 | $1,404 | |
| 800 SHS/UNITS PROGRESSIVE CORP OHIO | 2017-02-07 | 2017-03-02 | $31,715 | $29,576 | $2,139 | $2,139 | |
| 875 SHS/UNITS PROGRESSIVE CORP OHIO | 2017-02-07 | 2017-03-02 | $34,688 | $32,349 | $2,339 | $2,339 | |
| 975 SHS/UNITS PROGRESSIVE CORP OHIO | 2017-02-07 | 2017-03-02 | $38,652 | $36,046 | $2,606 | $2,606 | |
| 150 SHS/UNITS PROGRESSIVE CORP OHIO | 2015-07-13 | 2017-02-06 | $5,564 | $4,489 | $1,075 | $1,075 | |
| 150 SHS/UNITS PROGRESSIVE CORP OHIO | 2015-07-13 | 2017-02-06 | $5,564 | $4,489 | $1,075 | $1,075 | |
| 200 SHS/UNITS PAYPAL HLDGS INC COM | 2015-07-13 | 2017-11-22 | $15,591 | $7,393 | $8,198 | $8,198 | |
| 219 SHS/UNITS PAYPAL HLDGS INC COM | 2015-07-13 | 2017-10-12 | $14,887 | $8,096 | $6,791 | $6,791 | |
| 31 SHS/UNITS PAYPAL HLDGS INC COM | 2016-11-16 | 2017-10-12 | $2,107 | $1,229 | $878 | $878 | |
| 19 SHS/UNITS PAYPAL HLDGS INC COM | 2016-11-16 | 2017-10-04 | $1,216 | $753 | $463 | $463 | |
| 781 SHS/UNITS PAYPAL HLDGS INC COM | 2017-02-07 | 2017-10-04 | $49,988 | $31,256 | $18,732 | $18,732 | |
| 900 SHS/UNITS PAYPAL HLDGS INC COM | 2017-02-07 | 2017-10-04 | $57,605 | $36,018 | $21,587 | $21,587 | |
| 100 SHS/UNITS PAYPAL HLDGS INC COM | 2016-11-23 | 2017-07-13 | $5,714 | $4,022 | $1,692 | $1,692 | |
| 184 SHS/UNITS PAYPAL HLDGS INC COM | 2017-02-07 | 2017-07-13 | $10,514 | $7,364 | $3,150 | $3,150 | |
| 150 SHS/UNITS PAYPAL HLDGS INC COM | 2017-02-07 | 2017-07-13 | $8,571 | $6,003 | $2,568 | $2,568 | |
| 19 SHS/UNITS PAYPAL HLDGS INC COM | 2017-02-07 | 2017-07-13 | $1,086 | $760 | $326 | $326 | |
| 25 SHS/UNITS PAYPAL HLDGS INC COM | 2016-11-23 | 2017-06-05 | $1,342 | $1,006 | $336 | $336 | |
| 125 SHS/UNITS PAYPAL HLDGS INC COM | 2017-02-07 | 2017-06-05 | $6,709 | $5,039 | $1,670 | $1,670 | |
| 520 SHS/UNITS US BANCORP DEL COM NEW | 2017-02-07 | 2017-03-02 | $28,959 | $27,752 | $1,207 | $1,207 | |
| 800 SHS/UNITS US BANCORP DEL COM NEW | 2017-02-07 | 2017-03-02 | $44,552 | $42,696 | $1,856 | $1,856 | |
| 1840 SHS/UNITS US BANCORP DEL COM NEW | 2017-02-07 | 2017-03-02 | $102,471 | $98,201 | $4,270 | $4,270 | |
| 1015 SHS/UNITS US BANCORP DEL COM NEW | 2017-02-07 | 2017-03-02 | $56,526 | $54,171 | $2,355 | $2,355 | |
| 100 SHS/UNITS US BANCORP DEL COM NEW | 2017-02-07 | 2017-02-21 | $5,508 | $5,337 | $171 | $171 | |
| 600 SHS/UNITS US BANCORP DEL COM NEW | 2017-02-07 | 2017-02-21 | $33,048 | $32,022 | $1,026 | $1,026 | |
| 200 SHS/UNITS US BANCORP DEL COM NEW | 2017-02-07 | 2017-02-21 | $11,016 | $10,674 | $342 | $342 | |
| 300 SHS/UNITS WELLS FARGO CO NEW COM | 2017-02-07 | 2017-03-27 | $16,614 | $17,019 | -$405 | -$405 | |
| 750 SHS/UNITS WELLS FARGO CO NEW COM | 2017-02-07 | 2017-03-27 | $41,536 | $42,548 | -$1,012 | -$1,012 | |
| 800 SHS/UNITS WELLS FARGO CO NEW COM | 2017-02-07 | 2017-03-27 | $44,305 | $45,384 | -$1,079 | -$1,079 | |
| 150 SHS/UNITS WELLS FARGO CO NEW COM | 2017-02-07 | 2017-03-27 | $8,307 | $8,510 | -$203 | -$203 | |
| 50 SHS/UNITS WALMART INC COM | 2015-07-13 | 2017-08-14 | $4,054 | $3,690 | $364 | $364 | |
| 115 SHS/UNITS WALMART INC COM | 2015-07-13 | 2017-08-14 | $9,324 | $8,488 | $836 | $836 | |
| 30 SHS/UNITS WALMART INC COM | 2015-07-13 | 2017-08-14 | $2,432 | $2,214 | $218 | $218 | |
| 25 SHS/UNITS WALMART INC COM | 2015-12-10 | 2017-08-14 | $2,027 | $1,497 | $530 | $530 | |
| 175 SHS/UNITS WALMART INC COM | 2015-12-18 | 2017-08-14 | $14,189 | $10,340 | $3,849 | $3,849 | |
| 25 SHS/UNITS WALMART INC COM | 2016-02-01 | 2017-08-14 | $2,027 | $1,691 | $336 | $336 | |
| 75 SHS/UNITS WALMART INC COM | 2015-07-13 | 2017-06-05 | $5,994 | $5,536 | $458 | $458 | |
| 35 SHS/UNITS WALMART INC COM | 2015-07-13 | 2017-06-05 | $2,797 | $2,583 | $214 | $214 | |
| 100 SHS/UNITS WALMART INC COM | 2015-07-13 | 2017-05-09 | $7,656 | $7,381 | $275 | $275 | |
| 70 SHS/UNITS WALMART INC COM | 2015-07-13 | 2017-05-09 | $5,359 | $5,167 | $192 | $192 | |
| 350 SHS/UNITS ZOETIS INC COM USD0.01 CL A | 2015-07-13 | 2017-11-08 | $24,280 | $16,499 | $7,781 | $7,781 | |
| 235 SHS/UNITS ZOETIS INC COM USD0.01 CL A | 2015-07-13 | 2017-10-10 | $14,976 | $11,078 | $3,898 | $3,898 | |
| 40 SHS/UNITS ZOETIS INC COM USD0.01 CL A | 2017-02-07 | 2017-10-10 | $2,549 | $2,240 | $309 | $309 | |
| 490 SHS/UNITS ZOETIS INC COM USD0.01 CL A | 2017-02-07 | 2017-03-02 | $26,298 | $27,440 | -$1,142 | -$1,142 | |
| 800 SHS/UNITS ZOETIS INC COM USD0.01 CL A | 2017-02-07 | 2017-03-02 | $42,936 | $44,800 | -$1,864 | -$1,864 | |
| 1000 SHS/UNITS ZOETIS INC COM USD0.01 CL A | 2017-02-07 | 2017-03-02 | $53,670 | $56,000 | -$2,330 | -$2,330 | |
| 1100 SHS/UNITS ZOETIS INC COM USD0.01 CL A | 2017-02-07 | 2017-03-02 | $59,037 | $61,600 | -$2,563 | -$2,563 | |
| 1700 SHS/UNITS ZOETIS INC COM USD0.01 CL A | 2017-02-07 | 2017-03-02 | $91,239 | $95,200 | -$3,961 | -$3,961 | |
| 2185 SHS/UNITS ZOETIS INC COM USD0.01 CL A | 2017-02-07 | 2017-03-02 | $117,269 | $122,360 | -$5,091 | -$5,091 | |
| 460 SHS/UNITS ZOETIS INC COM USD0.01 CL A | 2017-02-07 | 2017-02-13 | $25,143 | $25,760 | -$617 | -$617 | |
| 210 SHS/UNITS ZOETIS INC COM USD0.01 CL A | 2017-02-07 | 2017-02-13 | $11,478 | $11,760 | -$282 | -$282 | |
| CAPITAL GAINS DIVIDENDS | $156,928 | $156,928 | $156,928 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $262,060 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $487,525 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,976,975 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069876 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $214,464 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,126,904 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068587 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.138463 | TotalDistributionRt |
| Average Distribution | 0.046154 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,819,302 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $453,200 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,545 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $456,745 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $681,431 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,545 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,545 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $455 | OverpaymentAmt |
| Applied To ES Tax | $455 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4054638030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10601 N PENNSYLVANIA AVENUE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN M MEYER | ||||||||
| 10601 N PENNSYLVANIA | OKLAHOMA CITY | OK | 73126 | PRESIDENT / DIRECTOR | 1.00 | $0 | $0 | $0 |
| JENNIFER LOVE MEYER | ||||||||
| 10601 N PENNSYLVANIA | OKLAHOMA CITY | OK | 73126 | VICE-PRESIDENT / DIRECTOR | 0.00 | $0 | $0 | $0 |
| DOUGLAS J STUSSI | ||||||||
| 10601 N PENNSYLVANIA | OKLAHOMA CITY | OK | 73126 | TREASURER | 0.00 | $0 | $0 | $0 |
| KRISTINE M ROGERS | ||||||||
| 10601 N PENNSYLVANIA | OKLAHOMA CITY | OK | 73126 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,719,550 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $249,285 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,968,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,968,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,819,302 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $490,965 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $490,965 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,545 | TotalTaxAmt |
| Distributable Before Adj | $487,420 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $487,420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $487,420 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $681,431 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $681,431 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,545 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $677,886 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $487,420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $59,741 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $140,426 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $200,167 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $681,431 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $487,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $194,011 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $394,178 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $394,178 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $59,741 | ExcessFromYear2Amt |
| Excess From Year1 | $140,426 | ExcessFromYear1Amt |
| Excess From Current Year | $194,011 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN M MEYER | ContributingManagerNm |
| Contributing Manager | JENNIFER LOVE MEYER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AID TO THE CHURCH IN NEED | ||||||||
| 725 LEONARD STREET PO BOX 220384 | BROOKLYN | NY | 112220384 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| ARCHDIOCESE OF OKLAHOMA CITY | ||||||||
| PO BOX 32180 | OKLAHOMA CITY | OK | 73123 | N/A | PC | GENERAL SUPPORT | $9,000 | |
| BISHOP KELLEY HIGH SCHOOL | ||||||||
| 3905 SOUTH HUDSON AVENUE | TULSA | OK | 741355699 | N/A | PC | GENERAL SUPPORT - BELIEVE IN KELLEY FUND | $2,500 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC | ||||||||
| 1232 N CLASSEN BOULEVARD | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| CATHOLIC CHARITIES USA | ||||||||
| 2050 BALLENGER AVENUE SUITE 400 | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CATHOLIC CHESS PROJECT | ||||||||
| PO BOX 4167 | CITRUS HEIGHTS | CA | 956114167 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| CATHOLIC MEDICAL MISSION BOARD | ||||||||
| 100 WALL STREET FLOOR 9 | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 212013443 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CITY CARE INC | ||||||||
| 2400 GENERAL PERSHING BLVD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| CITY RESCUE MISSION | ||||||||
| 800 W CALIFORNIA | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| COMMUNITY ACTION RESOURCE ASSOCIATION | ||||||||
| 3636 NORTH PEORIA | TULSA | OK | 74106 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| COMMUNITY HEALTH CENTERS | ||||||||
| PO BOX 30589 | OKLAHOMA CITY | OK | 73140 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CROSS CATHOLIC OUTREACH | ||||||||
| 2700 N MILITARY TRAIL SUITE 240 PO | BOCA RATON | FL | 334273908 | N/A | PC | GENERAL SUPPORT | $10,000 | BOX 273908 |
| CROSSINGS COMMUNITY CLINIC | ||||||||
| 10255 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73120 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| DEACONESS PREGNANCY AND ADOPTION | ||||||||
| 7101 NW EXPRESSWAY SUITE 325 | OKLAHOMA CITY | OK | 73132 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| DONORSCHOOSEORG | ||||||||
| 134 W 37TH ST 11 FL | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $14,404 | |
| FIELDS & FUTURES FOUNDATION | ||||||||
| 7001 NW 164TH | EDMOND | OK | 73013 | N/A | PC | GENERAL SUPPORT | $10,750 | |
| FIRST SERVE OKC FOUNDATION | ||||||||
| 7301 N BROADWAY EXT SUITE 225 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| FONKOZE USA | ||||||||
| 1718 CONNECTICUT AVENUE NW STE 201 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FRIENDS OF CATHOLIC EDUCATION IN IRELAND INC | ||||||||
| 999 VANDERBILT BEACH RD SUITE 200 | NAPLES | FL | 34108 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| HOMELESS ALLIANCE | ||||||||
| 1724 NW 4TH | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $4,777 | |
| HOPE CHEST MINISTRIES INC | ||||||||
| PO BOX 850322 | YUKON | OK | 73085 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| HOUSE OF HEALING INC | ||||||||
| PO BOX 852092 | YUKON | OK | 73085 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| INFANT CRISIS SERVICES INC | ||||||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| ITS MY COMMUNITY INITIATIVE | ||||||||
| 3 EAST MAIN STREET | OKLAHOMA CITY | OK | 73104 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| JESUS HOUSE | ||||||||
| PO BOX 60369 1335 W SHERIDAN | OKLAHOMA CITY | OK | 73146 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| KICKSTART INTERNATIONAL | ||||||||
| 123 10TH STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| KINDRED WINGS | ||||||||
| PO BOX 31191 | EDMOND | OK | 73003 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MARY'S MEALS USA | ||||||||
| 75 ORCHARD STREET | BLOOMFIELD | NJ | 07003 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MISSION OKC | ||||||||
| PO BOX 14511 | OKLAHOMA CITY | OK | 73113 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| MOUNT ST MARY CATHOLIC HIGH SCHOOL | ||||||||
| 2801 SOUTH SHARTEL AVENUE | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $175,000 | |
| NEIGHBORHOOD SERVICES ORGANIZATION | ||||||||
| 431 SW 11TH ST | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NEWVIEW OKLAHOMA INC | ||||||||
| 501 NORTH DOUGLAS AVENUE | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| OK MESSAGES PROJECT | ||||||||
| PO BOX 8073 | EDMOND | OK | 73083 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| OKC BEAUTIFUL | ||||||||
| 3535 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT - NORTH HIGHLAND ELEMENTARY SCHOOL OUTDOOR CLASSROOM | $500 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET SUITE 1400 | BOSTON | MA | 021998190 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| REACH OUT AND READ | ||||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| REMERGE OF OKLAHOMA COUNTY INC | ||||||||
| PO BOX 2845 | OKLAHOMA CITY | OK | 73101 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SUNBEAM FAMILY SERVICES INC | ||||||||
| 1100 NW 14TH ST | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| TEEN RECOVERY SOLUTIONS INC | ||||||||
| 720 W WILSHIRE BLVD STE 101-A | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| THE ANNA'S HOUSE FOUNDATION | ||||||||
| 3001 EAST MEMORIAL ROAD SUITE 200 | EDMOND | OK | 73013 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| THE CARE CENTER | ||||||||
| 1403 ASHTON PLACE | OKLAHOMA CITY | OK | 73117 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| THE CLEAR FUND | ||||||||
| 182 HOWARD STREET 208 | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL SUPPORT - AGAINST MALARIA FOUNDATION | $15,000 | |
| THE OKLAHOMA CITY POLICE ATHLETIC LEAGUE | ||||||||
| 3816 S ROBINSON | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $5,500 | |
| THE REGIONAL FOOD BANK OF OKLAHOMA | ||||||||
| 3355 S PURDUE PO BOX 270968 | OKLAHOMA CITY | OK | 731370968 | N/A | PC | GENERAL SUPPORT | $28,500 | |
| TO BY FOR KIDS FOUNDATION | ||||||||
| 720 W WILSHIRE BLVD 120 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT - CLEATS FOR KIDS | $2,500 | |
| VARIETY CARE | ||||||||
| 3000 N GRAND BOULEVARD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WATER 4 INC | ||||||||
| 2405 NW 10TH STREET | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| WHAT IF FOUNDATION | ||||||||
| 1569 SOLANO AVENUE 192 | BERKELEY | CA | 94707 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| WONDERWORK | ||||||||
| 411 FIFTH AVENUE SUITE 702 | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT - 20/20/20 PROGRAM | $5,000 | |
| YOUTH SERVICES FOR OKLAHOMA COUNTY | ||||||||
| 201 NE 50TH ST | OKLAHOMA CITY | OK | 73105 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $681,431 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $135,450 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $262,060 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $397,510 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $397,510 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM AND JUDY LOVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(3) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JOHN M MEYER | ||||||
| 1 | PO BOX 26210 | OKLAHOMA CITY | OK | 73126 | $2,004,243 | Yes (X) |
| JENNIFER L MEYER | ||||||
| 2 | PO BOX 26210 | OKLAHOMA CITY | OK | 73126 | $2,004,243 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (17 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3150 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW | $514,143 | 2017-02-07 |
| 1 | 4355 SHS/UNITS CELANESE CORP DEL COM SER A | $382,064 | 2017-02-07 |
| 1 | 6905 SHS/UNITS COMCAST CORP NEW CL A | $516,908 | 2017-02-07 |
| 1 | 1075 SHS/UNITS FLEETCOR TECHNOLOGIES INC COMSTK USD0.001 | $158,616 | 2017-02-07 |
| 1 | 405.9995 SHS/UNITS ALPHABET INC CAP STKCL C | $327,292 | 2017-02-07 |
| 1 | 127.137 SHS/UNITS ALPHABET INC CAP STKCL A | $105,220 | 2017-02-07 |
| 2 | 92.863 SHS/UNITS ALPHABET INC CAP STKCL A | $76,854 | 2017-02-07 |
| 2 | 590 SHS/UNITS HENRY SCHEIN INC | $96,253 | 2017-02-07 |
| 2 | 7850 SHS/UNITS MICROSOFT CORP | $498,554 | 2017-02-07 |
| 2 | 4800 SHS/UNITS PROGRESSIVE CORP OHIO | $177,456 | 2017-02-07 |
| 2 | 2034 SHS/UNITS PAYPAL HLDGS INC COM | $81,401 | 2017-02-07 |
| 2 | 2050 SHS/UNITS LIBERTY INTERACTIVE CORP QVC GROUP SER A | $38,397 | 2017-02-07 |
| 2 | 5910 SHS/UNITS US BANCORP DEL COM NEW | $315,417 | 2017-02-07 |
| 2 | 3400 SHS/UNITS WELLS FARGO &COMPANYCOM USD1.666 | $192,882 | 2017-02-07 |
| 2 | 250 SHS/UNITS WASTE MANAGEMENT INC | $17,445 | 2017-02-07 |
| 2 | 1090 SHS/UNITS DENTSPLY SIRONA INC COM | $62,424 | 2017-02-07 |
| 2 | 7985 SHS/UNITS ZOETIS INC COM USD0.01 CL A | $447,160 | 2017-02-07 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 20669.698 SHS/UNITS AKRE FOCUS FUND INSTL | $1,040,090 | $1,348,080 |
| 145 SHS/UNITS ALPHABET INC CAP STK CL A | $120,003 | $152,743 |
| 211 SHS/UNITS ALPHABET INC CAP STK CL C | $441,181 | $645,628 |
| 182814.133 SHS/UNITS BBH LIMITED DURATION FUND CLASS I | $2,564,504 | $2,561,540 |
| 113832.291 SHS/UNITS BBH PARTNER FUND INTL EQUITY CL I | $1,670,962 | $1,775,784 |
| 1300 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW | $330,159 | $436,084 |
| 1175 SHS/UNITS CELANESE CORP DEL COM SER A | $62,486 | $96,907 |
| 37986.705 SHS/UNITS CLARKSTON PARTNERS FUND FOUNDERS | $625,060 | $730,515 |
| 1950 SHS/UNITS COMCAST CORP NEW CL A | $187,787 | $223,679 |
| 335 SHS/UNITS DENTSPLY SIRONA INC COM | $79,811 | $93,808 |
| 750 SHS/UNITS DIAGEO ADR EACH REPR 4 ORD GBX28.935185 | $100,937 | $124,126 |
| 2790 SHS/UNITS DISCOVERY COMMUNICATIONS INC NEW COM SER C | $115,541 | $92,936 |
| 414310.6 SHS/UNITS FIDELITY GOVERNMENT MONEY MARKET | $788,752 | $788,752 |
| 200 SHS/UNITS HENRY SCHEIN INC | $126,238 | $110,410 |
| 2700 SHS/UNITS KROGER CO COM | $56,067 | $74,115 |
| 1675 SHS/UNITS LIBERTY GLOBAL PLC COM USD0.01 C | $91,114 | $98,982 |
| 2225 SHS/UNITS LIBERTY INTERACTIVE CORP QVC GROUP SER A | $97,295 | $104,396 |
| 9338.85 SHS/UNITS LONGLEAF SMALL CAP | $440,460 | $405,136 |
| 1285 SHS/UNITS MICROSOFT CORP | $33,285 | $62,872 |
| 930 SHS/UNITS NESTLE S A SPONSORED ADR | $58,040 | $66,645 |
| 500 SHS/UNITS NIELSEN HLDGS PLC FORMERLY NIELSEN HLDGS LTD TO 05/29/2015 SHS | $92,985 | $80,080 |
| 1315 SHS/UNITS NOVARTIS A G SPONSORED ADR | $182,119 | $160,783 |
| 5400 SHS/UNITS ORACLE CORP COM | $219,348 | $255,312 |
| 1935 SHS/UNITS PAYPAL HLDGS INC COM | $45,762 | $98,724 |
| 629 SHS/UNITS PERRIGO CO PLC SHS | $97,959 | $90,559 |
| 440 SHS/UNITS PRAXAIR INC | $75,895 | $98,995 |
| 1145 SHS/UNITS QUALCOMM INC | $93,744 | $97,310 |
| 3050 SHS/UNITS SABRE CORP COM | $66,891 | $62,525 |
| 1020 SHS/UNITS UNILEVER N V N Y SHS NEW | $44,969 | $57,446 |
| 2500 SHS/UNITS US BANCORP DEL COM NEW | $153,901 | $178,689 |
| 495 SHS/UNITS WASTE MANAGEMENT INC | $41,193 | $64,294 |
| 2340 SHS/UNITS WELLS FARGO &COMPANY COM USD1.666 | $211,843 | $226,906 |
| 2185 SHS/UNITS ZOETIS INC COM USD0.01 CL A | $75,424 | $115,264 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SECRETARY OF STATE | CategoryTxt |
| Legal Fees | $101 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $39,570 | Amt |
| Net Investment Income | $39,570 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $3,481 | $3,481 | $0 |
| FEDERAL INCOME TAX | $1,035 | $0 | $0 |