LOVE MEYER FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LOVE MEYER FAMILY FOUNDATION (EIN 47-2760549)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-07
- IRS object ID
- 201703119349100515
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-07T10:26:41-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-11-07 | 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 | 2017-11-07 | IPDt |
| IP Tm | 10:25:33 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A3B53A96F6F394B3D785AAFBFF60865B22A700FD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A3B53A96F6F394B3D785AAFBFF60865B22A700FD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,815,605 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $100 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,286 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,286 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$19,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,104,972 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $97,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,386 | 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 | $97 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $25,828 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,828 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,714 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,043 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $799 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,438 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,871 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $488,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $488,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $519,838 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,871 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $488,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$422,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,515 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,052 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $241,183 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $241,183 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,147,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,565,654 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,574,422 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,229,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,806,837 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,815,605 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $7,229,383 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,806,837 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,229,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,806,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,229,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,806,837 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,229,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$422,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,806,837 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,806,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 47619.048 SHS/UNITS BBH LIMITED DURATIONFUND CLASS I | 2015-08-07 | 2016-06-30 | $479,970 | $485,646 | -$5,676 | -$5,676 | |
| 100 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW | 2015-07-13 | 2016-11-03 | $14,363 | $14,097 | $266 | $266 | |
| 265 SHS/UNITS BAXALTA INC COM *EXCHANGED FOR .1482 SHARES OF CUSIP 82481R106 | 2015-07-27 | 2016-05-25 | $12,065 | $8,072 | $3,993 | $3,993 | |
| 375 SHS/UNITS BAXALTA INC COM *EXCHANGED FOR .1482 SHARES OF CUSIP 82481R106 | 2015-07-27 | 2016-05-03 | $15,720 | $11,422 | $4,298 | $4,298 | |
| 280 SHS/UNITS BAXALTA INC COM *EXCHANGED FOR .1482 SHARES OF CUSIP 82481R106 | 2015-07-27 | 2016-04-07 | $11,260 | $8,529 | $2,731 | $2,731 | |
| 135 SHS/UNITS BAXALTA INC COM *EXCHANGED FOR .1482 SHARES OF CUSIP 82481R106 | 2015-07-27 | 2016-03-10 | $5,311 | $4,112 | $1,199 | $1,199 | |
| 630 SHS/UNITS BAXALTA INC COM *EXCHANGED FOR .1482 SHARES OF CUSIP 82481R106 | 2015-07-27 | 2016-02-17 | $25,079 | $19,189 | $5,890 | $5,890 | |
| 160 SHS/UNITS CHUBB CORP **EXCHANGED FOR 0.6019 SHARES OF CUSIP H1467J104 + | 2015-07-13 | 2016-01-14 | $20,824 | $19,494 | $1,330 | $1,330 | |
| 25 SHS/UNITS COMCAST CORP NEW CL A | 2015-07-13 | 2016-07-07 | $1,645 | $1,599 | $46 | $46 | |
| 500 SHS/UNITS COMCAST CORP NEW CL A | 2015-07-13 | 2016-07-07 | $32,903 | $31,979 | $924 | $924 | |
| 400 SHS/UNITS COMCAST CORP NEW CL A | 2015-07-13 | 2016-07-07 | $26,323 | $25,583 | $740 | $740 | |
| 150 SHS/UNITS COMCAST CORP NEW CL A | 2015-07-13 | 2016-07-07 | $9,871 | $9,594 | $277 | $277 | |
| 0.02902 SHS/UNITS CALIFORNIA RES CORP COM 1 FOR 10 R/S INTO CALIFORNIA RESOU | 2015-07-13 | 2016-03-29 | $0 | $0 | |||
| 0.06771 SHS/UNITS CALIFORNIA RES CORP COM 1 FOR 10 R/S INTO CALIFORNIA RESOU | 2015-07-13 | 2016-03-29 | $0 | $0 | |||
| 0.0058 SHS/UNITS CALIFORNIA RES CORP COM 1 FOR 10 R/S INTO CALIFORNIA RESOUR | 2015-07-13 | 2016-03-29 | $0 | $0 | |||
| 0.07738 SHS/UNITS CALIFORNIA RES CORP COM 1 FOR 10 R/S INTO CALIFORNIA RESOU | 2015-07-13 | 2016-03-29 | $0 | $0 | |||
| 0.07739 SHS/UNITS CALIFORNIA RES CORP COM 1 FOR 10 R/S INTO CALIFORNIA RESOU | 2015-07-13 | 2016-03-29 | $0 | $0 | |||
| 6.99248 SHS/UNITS CALIFORNIA RES CORP COM 1 FOR 10 R/S INTO CALIFORNIA RESOU | 2015-07-13 | 2016-03-29 | $6 | $9 | -$3 | -$3 | |
| 16.31579 SHS/UNITS CALIFORNIA RES CORP COM 1 FOR 10 R/S INTO CALIFORNIA RESO | 2015-07-13 | 2016-03-29 | $15 | $21 | -$6 | -$6 | |
| 1.39849 SHS/UNITS CALIFORNIA RES CORP COM 1 FOR 10 R/S INTO CALIFORNIA RESOU | 2015-07-13 | 2016-03-29 | $1 | $2 | -$1 | -$1 | |
| 18.64662 SHS/UNITS CALIFORNIA RES CORP COM 1 FOR 10 R/S INTO CALIFORNIA RESO | 2015-07-13 | 2016-03-29 | $17 | $24 | -$7 | -$7 | |
| 18.64662 SHS/UNITS CALIFORNIA RES CORP COM 1 FOR 10 R/S INTO CALIFORNIA RESO | 2015-07-13 | 2016-03-29 | $17 | $24 | -$7 | -$7 | |
| 490 SHS/UNITS EBAY INC | 2015-07-13 | 2016-08-02 | $15,188 | $12,787 | $2,401 | $2,401 | |
| 100 SHS/UNITS EBAY INC | 2015-07-13 | 2016-08-02 | $3,100 | $2,610 | $490 | $490 | |
| 65 SHS/UNITS EOG RESOURCES INC | 2015-07-13 | 2016-11-16 | $6,132 | $5,468 | $664 | $664 | |
| 300 SHS/UNITS EOG RESOURCES INC | 2015-07-13 | 2016-11-16 | $28,303 | $25,239 | $3,064 | $3,064 | |
| 200 SHS/UNITS EOG RESOURCES INC | 2015-07-13 | 2016-11-16 | $18,869 | $16,826 | $2,043 | $2,043 | |
| 500 SHS/UNITS EOG RESOURCES INC | 2015-07-13 | 2016-11-16 | $47,171 | $42,065 | $5,106 | $5,106 | |
| 25 SHS/UNITS ALPHABET INC CAP STKCL C | 2015-07-13 | 2016-11-03 | $19,082 | $13,494 | $5,588 | $5,588 | |
| 3364.738 SHS/UNITS LONGLEAF SMALL CAP | 2015-07-13 | 2016-06-30 | $99,970 | $106,729 | -$6,759 | -$6,759 | |
| 175 SHS/UNITS MICROSOFT CORP | 2015-07-13 | 2016-12-23 | $11,010 | $7,925 | $3,085 | $3,085 | |
| 850 SHS/UNITS MICROSOFT CORP | 2015-07-13 | 2016-11-03 | $50,276 | $38,492 | $11,784 | $11,784 | |
| 230 SHS/UNITS NESTLE S A SPONSOREDADR | 2015-07-13 | 2016-11-03 | $16,702 | $17,225 | -$523 | -$523 | |
| 70 SHS/UNITS NESTLE S A SPONSOREDADR | 2015-07-13 | 2016-11-03 | $5,083 | $5,242 | -$159 | -$159 | |
| 45 SHS/UNITS NESTLE S A SPONSOREDADR | 2015-07-13 | 2016-07-18 | $3,572 | $3,370 | $202 | $202 | |
| 170 SHS/UNITS NESTLE S A SPONSOREDADR | 2015-07-13 | 2016-07-18 | $13,494 | $12,731 | $763 | $763 | |
| 75 SHS/UNITS OCCIDENTAL PETROLEUMCORP | 2015-07-13 | 2016-11-15 | $4,969 | $5,479 | -$510 | -$510 | |
| 175 SHS/UNITS OCCIDENTAL PETROLEUMCORP | 2015-07-13 | 2016-11-15 | $11,593 | $12,784 | -$1,191 | -$1,191 | |
| 15 SHS/UNITS OCCIDENTAL PETROLEUMCORP | 2015-07-13 | 2016-11-15 | $994 | $1,096 | -$102 | -$102 | |
| 200 SHS/UNITS OCCIDENTAL PETROLEUMCORP | 2015-07-13 | 2016-11-15 | $13,250 | $14,610 | -$1,360 | -$1,360 | |
| 200 SHS/UNITS OCCIDENTAL PETROLEUMCORP | 2015-07-13 | 2016-11-15 | $13,250 | $14,610 | -$1,360 | -$1,360 | |
| 150 SHS/UNITS PROGRESSIVE CORP OHIO | 2015-07-13 | 2016-12-27 | $5,336 | $4,489 | $847 | $847 | |
| 50 SHS/UNITS PROGRESSIVE CORP OHIO | 2015-07-13 | 2016-11-03 | $1,563 | $1,496 | $67 | $67 | |
| 600 SHS/UNITS PROGRESSIVE CORP OHIO | 2015-07-13 | 2016-11-03 | $18,752 | $17,955 | $797 | $797 | |
| 450 SHS/UNITS PROGRESSIVE CORP OHIO | 2015-07-13 | 2016-08-03 | $14,831 | $13,466 | $1,365 | $1,365 | |
| 370 SHS/UNITS QUALCOMM INC | 2015-07-13 | 2016-11-03 | $24,535 | $23,440 | $1,095 | $1,095 | |
| 355 SHS/UNITS QUALCOMM INC | 2015-07-13 | 2016-11-03 | $23,541 | $22,489 | $1,052 | $1,052 | |
| 230 SHS/UNITS QUALCOMM INC | 2015-07-13 | 2016-10-12 | $15,227 | $14,571 | $656 | $656 | |
| 105 SHS/UNITS SCHLUMBERGER LIMITEDCOM USD0.01 | 2015-07-13 | 2016-11-15 | $8,336 | $8,817 | -$481 | -$481 | |
| 200 SHS/UNITS SCHLUMBERGER LIMITEDCOM USD0.01 | 2015-07-13 | 2016-11-15 | $15,878 | $16,795 | -$917 | -$917 | |
| 200 SHS/UNITS SCHLUMBERGER LIMITEDCOM USD0.01 | 2015-07-13 | 2016-11-15 | $15,878 | $16,795 | -$917 | -$917 | |
| 300 SHS/UNITS SCHLUMBERGER LIMITEDCOM USD0.01 | 2015-07-13 | 2016-11-15 | $23,816 | $25,193 | -$1,377 | -$1,377 | |
| 225 SHS/UNITS US BANCORP DEL COM NEW | 2015-07-13 | 2016-12-09 | $11,679 | $9,840 | $1,839 | $1,839 | |
| 225 SHS/UNITS US BANCORP DEL COM NEW | 2015-07-13 | 2016-11-03 | $9,934 | $9,840 | $94 | $94 | |
| 53640.777 SHS/UNITS VONTOBEL GLOBAL EMERMRKTS EQUITY INSTL I | 2015-07-13 | 2016-03-11 | $446,004 | $509,051 | -$63,047 | -$63,047 | |
| 43446.603 SHS/UNITS VONTOBEL GLOBAL EMERMRKTS EQUITY INSTL I | 2015-07-13 | 2016-03-09 | $361,880 | $412,308 | -$50,428 | -$50,428 | |
| 175 SHS/UNITS WASTE MANAGEMENT INC | 2015-07-13 | 2016-11-03 | $11,069 | $8,396 | $2,673 | $2,673 | |
| 120 SHS/UNITS WASTE MANAGEMENT INC | 2015-07-13 | 2016-08-01 | $7,979 | $5,757 | $2,222 | $2,222 | |
| 100 SHS/UNITS DENTSPLY SIRONA INC COM | 2015-07-13 | 2016-11-03 | $5,944 | $5,190 | $754 | $754 | |
| CAPITAL GAINS DIVIDENDS | $45,392 | $45,392 | $45,392 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$19,094 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $214,464 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,126,904 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068587 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.068587 | TotalDistributionRt |
| Average Distribution | 0.034294 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,976,975 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $239,268 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $875 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $240,143 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $488,400 | 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 | $875 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $875 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $875 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $840 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $100 | AppliedToEsTaxAmt |
| Total Payments And Credits | $940 | TotalPaymentsAndCreditsAmt |
| Overpayment | $65 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $65 | 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 | $6,899,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,138 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,083,223 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,083,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,248 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,976,975 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $348,849 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $348,849 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $875 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $875 | TotalTaxAmt |
| Distributable Before Adj | $347,974 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $347,974 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $347,974 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $488,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $488,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $875 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $487,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $347,974 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $59,741 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,741 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $488,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $347,974 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,426 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $200,167 | 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 | $200,167 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $59,741 | ExcessFromYear1Amt |
| Excess From Current Year | $140,426 | 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 (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CROSS CATHOLIC OUTREACH | ||||||||
| 2700 N MILITARY TRAIL SUITE 240 PO | BOX 273908 | BOCA RATON | FL | 334273908 | N/A | PC | GENERAL SUPPORT | $15,000 |
| COLORADO COLLEGE | ||||||||
| 14 EAST CACHE LA POUDRE STREET | COLORADO SPRINGS | CO | 80903 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| THE CARE CENTER | ||||||||
| 1403 ASHTON PLACE | OKLAHOMA CITY | OK | 73117 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| DONORSCHOOSEORG | ||||||||
| 134 W 37TH ST 11 FL | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $16,880 | |
| CATHOLIC CHESS PROJECT | ||||||||
| PO BOX 4167 | CITRUS HEIGHTS | CA | 956114167 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| ARCHDIOCESE OF OKLAHOMA CITY | ||||||||
| PO BOX 32180 | OKLAHOMA CITY | OK | 73123 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| AGAINST MALARIA FOUNDATION | ||||||||
| 310 W 20TH STREET SUITE 300 | KANSAS CITY | MO | 64108 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE CLEAR FUND | ||||||||
| 182 HOWARD STREET 208 | SAN FRANCISCO | CA | 94105 | N/A | PC | GENERAL SUPPORT - GIVEWELL | $15,000 | |
| GENERAL BOARD OF GLOBAL MINISTRIES | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | N/A | PC | GENERAL SUPPORT - MY HEART'S APPEAL | $3,000 | |
| TO BY FOR KIDS FOUNDATION | ||||||||
| 720 W WILSHIRE BLVD 120 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT - CLEATS FOR KIDS | $2,500 | |
| CITY RESCUE MISSION | ||||||||
| 800 W CALIFORNIA | OKLAHOMA CITY | OK | 73106 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| WATER4 | ||||||||
| 2405 NW 10TH STREET | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| NHE ENRICHMENT FOUNDATION | ||||||||
| 1301 W WILSHIRE | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| CATHOLIC SCHOOLS OPPORTUNITY SCHOLARSHIP FUND | ||||||||
| 7501 NW EXPRESSWAY PO BOX 32180 | OKLAHOMA CITY | OK | 731230380 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| REACH OUT AND READ | ||||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| BISHOP KELLEY HIGH SCHOOL | ||||||||
| 3905 SOUTH HUDSON AVENUE | TULSA | OK | 741355699 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| TEACH FOR AMERICA - OKLAHOMA CITY | ||||||||
| 309 NW 13TH STREET | OKLAHOMA CITY | OK | 73103 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| MERCY HEALTH FOUNDATION | ||||||||
| 13321 N MERIDIAN SUITE 206 | OKLAHOMA CITY | OK | 73120 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 6501 BROADWAY EXT SUITE 190 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $1,990 | |
| MARY'S MEALS USA | ||||||||
| 75 ORCHARD STREET | BLOOMFIELD | NJ | 07003 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| ONE ACRE FUND | ||||||||
| 80 BROAD STREET SUITE 2500 | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| YOUTH SERVICES FOR OKLAHOMA COUNTY | ||||||||
| 201 NE 50TH ST | OKLAHOMA CITY | OK | 73105 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| OKLAHOMA CENTER FOR NONPROFITS | ||||||||
| 720 W WILSHIRE BLVD SUITE 115 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $250 | |
| JESUS HOUSE | ||||||||
| PO BOX 60369 1335 W SHERIDAN | OKLAHOMA CITY | OK | 73146 | N/A | PC | GENERAL SUPPORT | $8,100 | |
| OKC BEAUTIFUL | ||||||||
| 3535 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT - NORTH HIGHLAND ELEMENTARY SCHOOL OUTDOOR CLASSROOM | $500 | |
| VARIETY CARE | ||||||||
| 3000 N GRAND BOULEVARD | OKLAHOMA CITY | OK | 73107 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| WHAT IF FOUNDATION | ||||||||
| 1569 SOLANO AVENUE 192 | BERKELEY | CA | 94707 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FIELDS & FUTURES FOUNDATION | ||||||||
| 7001 NW 164TH | EDMOND | OK | 73013 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| MOUNT ST MARY CATHOLIC HIGH SCHOOL | ||||||||
| 2801 SOUTH SHARTEL AVENUE | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| THE END FUND | ||||||||
| 41 EAST 11TH STREET 11TH FL | NEW YORK | NY | 10003 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| HANDS TOGETHER INC | ||||||||
| PO BOX 80985 | SPRINGFIELD | MA | 01138 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| FONKOZE USA | ||||||||
| 1718 CONNECTICUT AVENUE NW STE 201 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| AID TO THE CHURCH IN NEED | ||||||||
| 725 LEONARD STREET PO BOX 220384 | BROOKLYN | NY | 112220384 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CHARITY WATER | ||||||||
| 40 WORTH STREET SUITE 330 | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| THE REGIONAL FOOD BANK OF OKLAHOMA | ||||||||
| 3355 S PURDUE PO BOX 270968 | OKLAHOMA CITY | OK | 731370968 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| OK MESSAGES PROJECT | ||||||||
| PO BOX 8073 | EDMOND | OK | 73083 | N/A | PC | GENERAL SUPPORT | $4,680 | |
| ALLY'S HOUSE | ||||||||
| PO BOX 722767 | NORMAN | OK | 73070 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| KICKSTART INTERNATIONAL | ||||||||
| 123 10TH STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| HOPE FOR HAITI | ||||||||
| 1021 5TH AVENUE NORTH | NAPLES | FL | 34102 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 212013443 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CHRIST THE KING SCHOOL | ||||||||
| 1905 ELMHURST AVENUE | OKLAHOMA CITY | OK | 73120 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| FIRST SERVE OKC FOUNDATION | ||||||||
| 7301 N BROADWAY EXT SUITE 225 | OKLAHOMA CITY | OK | 73116 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| DEACONESS PREGNANCY AND ADOPTION | ||||||||
| 7101 NW EXPRESSWAY SUITE 325 | OKLAHOMA CITY | OK | 73132 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET SUITE 1400 | BOSTON | MA | 021998190 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| ANGELS FOSTER FAMILY NETWORK OKC INC | ||||||||
| PO BOX 31746 | EDMOND | OK | 73003 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| THE OKLAHOMA CITY POLICE ATHLETIC LEAGUE | ||||||||
| 3816 S ROBINSON | OKLAHOMA CITY | OK | 73109 | N/A | PC | GENERAL SUPPORT | $5,500 | |
| KIPP OKC | ||||||||
| 1901 NE 13TH ST | OKLAHOMA CITY | OK | 73117 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| COLUMBUS CORPORATION OF OKLAHOMA CITY INC | ||||||||
| 6300 N SANTA FE AVENUE | OKLAHOMA CITY | OK | 73118 | N/A | PC | GENERAL SUPPORT - SANTA FE FAMILY LIFE CENTER | $3,000 | |
| WONDERWORK | ||||||||
| 411 FIFTH AVENUE SUITE 702 | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT - 20/20/20 PROGRAM | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $488,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,286 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$19,094 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $97,292 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,292 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 20669.698 SHS/UNITS AKRE FOCUS FUND INSTL | $500,030 | $525,010 |
| 211 SHS/UNITS ALPHABET INC CAP STK CL C | $113,888 | $162,854 |
| 1685 SHS BAXALTA INC COM | $0 | $0 |
| 58583.672 SHS/UNITS BBH INTERNATIONAL EQUITY FUND CLASS I | $870,932 | $820,171 |
| 182814.133 SHS/UNITS BBH LIMITED DURATION FUND CLASS I | $1,864,444 | $1,853,735 |
| 1475 SHS/UNITS BED BATH & BEYOND INC | $101,141 | $59,944 |
| 1300 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B NEW | $183,261 | $211,874 |
| 1175 SHS/UNITS CELANESE CORP DEL COM SER A | $81,128 | $92,520 |
| 160 SHS CHUBB CORP | $0 | $0 |
| 37986.705 SHS/UNITS CLARKSTON PARTNERS FUND FOUNDERS | $400,030 | $434,568 |
| 1950 SHS/UNITS COMCAST CORP NEW CL A | $124,717 | $134,648 |
| 335 SHS/UNITS DENTSPLY SIRONA INC COM | $17,387 | $19,340 |
| 750 SHS/UNITS DIAGEO ADR EACH REPR 4 ORD GBX28.935185 | $89,565 | $77,955 |
| 2790 SHS/UNITS DISCOVERY COMMUNICATIONS INC NEW COM SER C | $73,284 | $74,716 |
| 590 SHS EBAY INC | $0 | $0 |
| 1065 SHS EOG RESOURCES INC | $0 | $0 |
| 414310.6 SHS/UNITS FIDELITY GOVERNMENT MONEY MARKET | $414,311 | $414,311 |
| 226 SHS/UNITS FLEETCOR TECHNOLOGIES INC COM STK USD0.001 | $27,100 | $31,984 |
| 200 SHS/UNITS HENRY SCHEIN INC | $29,986 | $30,342 |
| 1675 SHS/UNITS LIBERTY GLOBAL PLC COM USD0.01 C | $52,211 | $49,748 |
| 2225 SHS/UNITS LIBERTY INTERACTIVE CORP QVC GROUP SER A | $58,899 | $44,456 |
| 9338.85 SHS/UNITS LONGLEAF SMALL CAP | $290,430 | $256,725 |
| 1285 SHS/UNITS MICROSOFT CORP | $58,191 | $79,850 |
| 930 SHS/UNITS NESTLE S A SPONSORED ADR | $69,648 | $66,844 |
| 500 SHS/UNITS NIELSEN HLDGS PLC FORMERLY NIELSEN HLDGS LTD TO 05/29/2015 SHS | $21,403 | $20,975 |
| 1315 SHS/UNITS NOVARTIS A G SPONSORED ADR | $137,023 | $95,785 |
| 665 SHS OCCIDENTAL PETROLEUM CORP | $0 | $0 |
| 5400 SHS/UNITS ORACLE CORP COM | $219,348 | $207,630 |
| 1935 SHS/UNITS PAYPAL HLDGS INC COM | $68,261 | $76,374 |
| 629 SHS/UNITS PERRIGO CO PLC SHS | $67,086 | $52,352 |
| 440 SHS/UNITS PRAXAIR INC | $52,015 | $51,564 |
| 1515 SHS/UNITS PROGRESSIVE CORP OHIO | $45,336 | $53,783 |
| 1145 SHS/UNITS QUALCOMM INC | $72,536 | $74,654 |
| 805 SHS SCHLUMBERGER LIMITED COM USD0.01 | $0 | $0 |
| 1020 SHS/UNITS UNILEVER N V N Y SHS NEW | $44,969 | $41,881 |
| 2500 SHS/UNITS US BANCORP DEL COM NEW | $109,337 | $128,425 |
| 97087.38 UNITS VONTOBEL GLOBAL EMER MRKTS EQUITY INSTL I | $0 | $0 |
| 700 SHS/UNITS WAL-MART STORES INC COM | $48,587 | $48,384 |
| 495 SHS/UNITS WASTE MANAGEMENT INC | $23,748 | $35,100 |
| 2340 SHS/UNITS WELLS FARGO &COMPANY COM USD1.666 | $132,421 | $128,957 |
| 2185 SHS/UNITS ZOETIS INC COM USD0.01 CL A | $103,001 | $116,963 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SECRETARY OF STATE | CategoryTxt |
| Legal Fees | $97 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $799 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $25,828 | $25,828 | $0 |
| DUES & SUBSCRIPTIONS | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $3,043 | $3,043 | $0 |
| FEDERAL INCOME TAX | $1,671 | $0 | $0 |