E L AND THELMA GAYLORD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- E L AND THELMA GAYLORD FOUNDATION (EIN 73-1463569)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201703129349101255
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T15:21:45-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 BROADWAY EXTENSION SUITE 300 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731463569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EL AND THELMA GAYLORD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELAN | BusinessNameControlTxt |
| Phone | 4054753200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 WATERFORD BOULEVARD SUITE 350 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTY GAYLORD EVEREST | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4054753200 | PhoneNum |
| Signature | 2017-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W LYNDEL LACKEY | PreparerPersonNm |
| PTIN | P00234298 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2017-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.249.102.217 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-07 | IPDt |
| IP Tm | 15:41:51 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 05E3149E89962FDD46ABB79744C1A67736A22E8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 05E3149E89962FDD46ABB79744C1A67736A22E8B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $258,218,455 | 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 |
| Dividends Rev And Expnss | $5,032,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,108,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,441,097 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,669,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,642,883 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $932,703 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,744 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,405,833 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,766,770 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $142,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $78,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $19,625 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $58,875 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,250 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $563 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,688 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,363 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,787 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Net Invst Incm | $9,791 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1,604 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,604 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $181,954 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,812 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,435 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $34,848 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $74,501 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $74,501 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,052 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,052 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,253 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,253 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $622,112 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,258 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $331,091 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,320,410 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,320,410 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,942,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,258 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,651,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,463,311 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,671,512 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,743,598 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,996,946 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,996,946 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $85,272 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $114,565 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $114,565 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $115,993,153 | CorporateStockBOYAmt |
| Corporate Stock EOY | $117,575,384 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $180,385,841 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,390,298 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $36,097,600 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $34,006,367 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $23,431,491 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,357,476 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,493,131 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $399,766 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $178,161 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $256,453 | LandBOYAmt |
| Land EOY | $221,605 | LandEOYAmt |
| Land EOYFMV | $221,605 | LandEOYFMVAmt |
| Total Assets BOY | $186,900,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $191,363,576 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $258,218,455 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $125,457,383 | CapitalStockBOYAmt |
| Capital Stock EOY | $125,457,383 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $61,442,882 | RetainedEarningBOYAmt |
| Retained Earning EOY | $65,906,193 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $186,900,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $191,363,576 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $186,900,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $191,363,576 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $186,900,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,463,311 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $191,363,576 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $191,363,576 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $30,648 | $15,324 | $15,324 | $15,324 | |
| CAPITAL GAIN FROM PFIC | $83,996 | $83,996 | $83,996 | P | |
| CAPITAL GAIN FROM PARTNERSHIPS | $371,580 | $371,580 | $371,580 | P | |
| GAIN FROM SALE OF AMERICAN TRAILER WORKS | $7,584,970 | $1,010,869 | $6,574,101 | $6,574,101 | P |
| CAPITAL GAINS DIVIDENDS | $1,597,882 | $1,597,882 | $1,597,882 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,642,883 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,060,574 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $234,142,953 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047239 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,137,340 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $237,335,490 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042713 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,625,768 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $219,692,411 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039263 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,762,330 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $192,452,005 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035138 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,975,938 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $179,566,757 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044418 | DistributionYr5Rt |
| Total Distribution | 0.208771 | TotalDistributionRt |
| Average Distribution | 0.041754 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $237,311,353 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,908,698 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $136,715 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,045,413 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,651,501 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $273,430 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $273,430 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $273,430 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $113,620 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $300,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $413,620 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3,733 | EsPenaltyAmt |
| Overpayment | $136,457 | OverpaymentAmt |
| Applied To ES Tax | $136,457 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.GAYLORDFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E L AND THELMA GAYLORD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4054753200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 WATERFORD BOULEVARD SUITE 350 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73118 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTY GAYLORD EVEREST | ||||||||
| 6608 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73116 | CO-TRUSTEE | 3.00 | $10,000 | $0 | $0 |
| DAVID O HOGAN | ||||||||
| 4626 E 54TH ST 226 | TULSA | OK | 74135 | CO-TRUSTEE | 10.00 | $150,000 | $0 | $0 |
| MARY GAYLORD MCCLEAN | ||||||||
| PO BOX 100 | SIMPSONVILLE | KY | 40067 | CO-TRUSTEE | 3.00 | $10,000 | $0 | $0 |
| LOUISE GAYLORD BENNETT | ||||||||
| 1604 DORCHESTER DR | OKLAHOMA CITY | OK | 73120 | CO-TRUSTEE | 3.00 | $10,000 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $197,678,453 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,960,504 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $24,286,274 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $240,925,231 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $240,925,231 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,613,878 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $237,311,353 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,865,568 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,865,568 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $273,430 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $110 | IncomeTaxAmt |
| Total Tax | $273,540 | TotalTaxAmt |
| Distributable Before Adj | $11,592,028 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,592,028 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,592,028 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,651,501 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,651,501 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,651,501 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,592,028 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $5,661,903 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $5,661,903 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,651,501 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,651,501 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,940,527 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,940,527 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,721,376 | 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 | $3,721,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,721,376 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MRS CHRISTINE EVEREST CO-TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 WATERFORD BOULEVARD SUITE 350 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4054753200 | RecipientPhoneNum |
| Form And Info And Materials | PROPOSALS TO THE E.L. AND THELMA GAYLORD FOUNDATION ARE INITIATED THROUGH OUR ONLINE GRANT REQUEST SYSTEM AT WWW.GAYLORDFOUNDATION.COM/APPLICATION. TO BE CONSIDERED, PLEASE SUBMIT A LETTER OF INQUIRY BY JANUARY 15TH OR JULY 15TH. AFTER REVIEW, WE WILL CONTACT YOU REGARDING THE STATUS OF YOUR REQUEST. YOU MAY BE INVITED TO SUBMIT AN APPLICATION. IF YOU ENCOUNTER ANY DIFFICULTY OR HAVE A QUESTION REGARDING THIS PROCESS, PLEASE CONTACT: DEBI MOORE, DIRECTOR OF ADMINISTRATION (405) 607-6301 DMOORE@GAYLORDFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JANUARY 15TH OR JULY 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (156 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A CHANCE TO CHANGE FOUNDATION | |||||||
| 5228 CLASSEN CIRCLE | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $15,000 |
| A NEW LEAF | |||||||
| 2306 S 1ST PL | BROKEN ARROW | OK | 74012 | NONE | PC | GENERAL PURPOSE | $7,500 |
| ALLIED ARTS | |||||||
| 1015 N BROADWAY AVENUE 200 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $100,500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2123 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $25,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 3401 NW 63RD ST 200 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $5,000 |
| AMERICAN INDIAN CULTURAL FOUND | |||||||
| 659 AMERICAN INDIAN BLVD | OKLAHOMA CITY | OK | 73129 | NONE | PC | GENERAL PURPOSE | $300,000 |
| ANGELS FOSTER FAMILY NETWORK | |||||||
| 1400 S BROADWAY | EDMOND | OK | 73034 | NONE | PC | GENERAL PURPOSE | $25,000 |
| ARTHRITIS FOUNDATION | |||||||
| 710 WILSHIRE CREEK BLVD 101 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $10,000 |
| ASHEVILLE SCHOOL | |||||||
| 360 ASHEVILLE SCHOOL ROAD | ASHEVILLE | NC | 28806 | NONE | PC | GENERAL PURPOSE | $100,000 |
| BETHESDA INC | |||||||
| 1181 E MAIN STREET | NORMAN | OK | 73071 | NONE | PC | GENERAL PURPOSE | $10,000 |
| BIG BROTHERS BIG SISTERS OF OKLAHOMA | |||||||
| 224 NW 10TH ST | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL PURPOSE | $5,000 |
| BLAZE'S TRIBUTE EQUINE RESCUE INC | |||||||
| 17667 MARKITA DRIVE | JONES | OK | 73049 | NONE | PC | GENERAL PURPOSE | $5,000 |
| BOYS & GIRLS CLUBS OF OKLAHOMA COUNTY | |||||||
| 3535 N WESTERN AVE | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $35,000 |
| BRANCH 15 | |||||||
| 1050 E 2ND ST PMB 224 | EDMOND | OK | 73034 | NONE | PC | GENERAL PURPOSE | $200 |
| CALM WATERS | |||||||
| 4334 NORTHWEST EXPRESSWAY 101 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $20,000 |
| CANTERBURY CHORAL SOCIETY | |||||||
| 428 W CALIFORNIA AVENUE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $5,000 |
| CARE CENTER | |||||||
| PO BOX 1125 | OKLAHOMA CITY | OK | 73101 | NONE | PC | GENERAL PURPOSE | $10,200 |
| CATHOLIC CHARITIES ARCHDIOCES OF OKC | |||||||
| 1501 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $110,000 |
| CENTER FOR EMPLOYMENT OPPORTUNITIES | |||||||
| 228 ROBERT S KERR SUITE 600 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $25,000 |
| CENTRAL OKLAHOMA HUMANE SOCIETY | |||||||
| 7500 N WESTERN AVENUYE | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $55,200 |
| CHEYENNE MOUNTAIN ZOO | |||||||
| 4250 CHEYENNE MOUNTAIN ZOO RD | COLORADO SPRINGS | CO | 80906 | NONE | PC | GENERAL PURPOSE | $50,000 |
| CHILD ABUSE NETWORK INC | |||||||
| 2829 S SHERIDAN ROAD | TULSA | OK | 74129 | NONE | PC | GENERAL PURPOSE | $40,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 1200 CHILDRENS AVENUE | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $300,000 |
| CITIZENS CARING FOR CHILDREN | |||||||
| 45 NE 50TH STREET | OKLAHOMA CITY | OK | 73105 | NONE | PC | GENERAL PURPOSE | $10,000 |
| CITY CARE | |||||||
| 923 N ROBINSON 320 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $25,000 |
| CITY RESCUE MISSION INC | |||||||
| 800 W CALIFORNIA AVENUE | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $5,000 |
| CLAREHOUSE | |||||||
| 7617 S MINGO ROAD | TULSA | OK | 74133 | NONE | PC | GENERAL PURPOSE | $7,500 |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| 313 FIRST STREET | WILLIAMSBURG | VA | 23185 | NONE | PC | GENERAL PURPOSE | $10,000 |
| COLORADO SPRINGS CONSERVATORY | |||||||
| 415 SAWWATCH STREET | COLORADO SPRINGS | CO | 80903 | NONE | PC | GENERAL PURPOSE | $10,000 |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA | |||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | NONE | PC | GENERAL PURPOSE | $20,000 |
| COMMUNITY HEALTH CENTERS INC | |||||||
| 12716 NE 36TH STREET | OKLAHOMA CITY | OK | 73140 | NONE | PC | GENERAL PURPOSE | $50,000 |
| DAILY LIVING CENTERS | |||||||
| PO BOX 608 | BETHANY | OK | 73008 | NONE | PC | GENERAL PURPOSE | $15,000 |
| DAYSPRING VILLA | |||||||
| PO BOX 1588 | SAND SPRINGS | OK | 74063 | NONE | PC | GENERAL PURPOSE | $7,500 |
| D-DENT INC | |||||||
| 11212 N MAY AVE | OKLAHOMA CITY | OK | 73120 | NONE | PC | GENERAL PURPOSE | $6,500 |
| DEADCENTER FILM FESTIVAL | |||||||
| 726 W SHERIDAN AVE 170 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $10,000 |
| DEAN MCGEE EYE INSTITUTE | |||||||
| 608 STANTON L YOUNG BLVD | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $50,000 |
| DOMESTIC VIOLENCE INTERVENTION | |||||||
| 3815 N SANTA FE AVENUE | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $10,000 |
| EL SISTEMA OKLAHOMA INC | |||||||
| 4747 GAILLARDIA PKWY STE 200 | OKLAHOMA CITY | OK | 73142 | NONE | PC | GENERAL PURPOSE | $5,000 |
| EMERGENCY INFANT SERVICES | |||||||
| 222 S HOUSTON AVENUE | TULSA | OK | 74127 | NONE | PC | GENERAL PURPOSE | $10,000 |
| EXECUTIVE SERVICE CORPS OF CENTRAL OKLA | |||||||
| 600 N WALKER AVE 210 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $7,500 |
| FAMILY BUILDERS | |||||||
| 415 NW 5TH STREET | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $20,000 |
| FIELDS & FUTURES FOUNDATION | |||||||
| 7001 NW 164TH STREET | EDMOND | OK | 73013 | NONE | PC | GENERAL PURPOSE | $25,000 |
| FOCUS ON HOME INC | |||||||
| 7600 N COLTRANE ROAD | OKLAHOMA CITY | OK | 73121 | NONE | PC | GENERAL PURPOSE | $10,000 |
| FOOD AND SHELTER INC | |||||||
| 104 W COMANCHE ST | NORMAN | OK | 73069 | NONE | PC | GENERAL PURPOSE | $100,000 |
| FREE TO LIVE INCORPORATED | |||||||
| PO BOX 5884 | EDMOND | OK | 73083 | NONE | PC | GENERAL PURPOSE | $2,000 |
| FRIENDS OF OSBI INC | |||||||
| 1224 SOUTHWEST 104TH ST | OKLAHOMA CITY | OK | 73139 | NONE | PC | GENERAL PURPOSE | $1,800 |
| GEORGE W BUSH FOUNDATION | |||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | NONE | PC | GENERAL PURPOSE | $100,000 |
| GIRLS SCOUTS OF EASTERN OKLAHOMA INC | |||||||
| 4810 S 129TH EAST AVENUE | TULSA | OK | 74146 | NONE | PC | GENERAL PURPOSE | $60,000 |
| GIRLS SCOUTS - WESTERN OKLAHOMA | |||||||
| 6100 N ROBINSON | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $1,800 |
| HEARTS FOR HEARING | |||||||
| 3525 NW 56TH STREET | OKLAHOMA CITY | OK | 73112 | NONE | PC | GENERAL PURPOSE | $220,000 |
| HOMELESS ALLIANCE | |||||||
| 1724 NW 4TH STREET | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $50,000 |
| HOPE HOUSE | |||||||
| 1101 NW 49TH STREET | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $50,000 |
| HORSE FEATHERS EQUINE CENTER INC | |||||||
| PO BOX 1372 | GUTHRIE | OK | 72044 | NONE | PC | GENERAL PURPOSE | $10,000 |
| I2E INC | |||||||
| 840 RESEARCH PARKWAY | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $20,000 |
| INFANT CRISIS SERVICES | |||||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | NONE | PC | GENERAL PURPOSE | $100,000 |
| IRON GATE | |||||||
| 501 S CINCINNATI AVE | TULSA | OK | 74103 | NONE | PC | GENERAL PURPOSE | $50,000 |
| JEWISH FEDERATION OF GREATER OKC | |||||||
| 710 WILSHIRE CREEK BLVD 103 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $3,200 |
| JIM RILEY OUTREACH INC | |||||||
| 2201 CARDINAL DR | EDMOND | OK | 73013 | NONE | PC | GENERAL PURPOSE | $15,000 |
| JUNIOR LEAGUE OF OKLAHOMA CITY | |||||||
| 1001 NW GRAND BLVD | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $5,000 |
| KEYSTONE ADVENTURE SCHOOL & FARM | |||||||
| 19201 N WESTERN AVENUE | EDMOND | OK | 73012 | NONE | PC | GENERAL PURPOSE | $35,000 |
| KIPP REACH ACADEMY CHARTER SCHOOL INC | |||||||
| 1901 NE 13TH STREET | OKLAHOMA CITY | OK | 73117 | NONE | PC | GENERAL PURPOSE | $25,000 |
| KIWANIS SPECIAL ACTIVITIES FUND | |||||||
| PO BOX 1425 | OKLAHOMA CITY | OK | 73101 | NONE | PC | GENERAL PURPOSE | $100,000 |
| LAKELAND COLLEGE | |||||||
| W3718 SOUTH DR | PLYMOUTH | WI | 53073 | NONE | PC | GENERAL PURPOSE | $400 |
| LAST FRONTIER COUNCIL - BSA | |||||||
| 3031 NW 64TH STREET | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $25,000 |
| LYRIC THEATRE AND ACADEMY | |||||||
| 1727 NW 16TH STREET | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $50,000 |
| MEALS ON WHEELS | |||||||
| 201 S 6TH STREET | KINGFISHER | OK | 73750 | NONE | PC | GENERAL PURPOSE | $5,000 |
| MENTAL HEALTH ASSOCIATION OF OKLAHOMA | |||||||
| 400 N WALKER AVENUE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $670 |
| MERCY HEALTH CENTER FOUNDATION | |||||||
| 655 MARYVILLE CENTRE DRIVE | ST LOUIS | MO | 63141 | NONE | PC | GENERAL PURPOSE | $1,010,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 222 S RIVERSIDE PLAZA SUITE 1500 | CHICAGO | IL | 60606 | NONE | PC | GENERAL PURPOSE | $5,000 |
| MYRIAD GARDENS FOUNDATION | |||||||
| 301 W RENO AVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $6,000 |
| NEEDS FOUNDATION | |||||||
| PO BOX 1486 | EDMOND | OK | 73083 | NONE | PC | GENERAL PURPOSE | $15,000 |
| NEIGHBOR FOR NEIGHBOR | |||||||
| 505 E 36TH ST N | TULSA | OK | 74106 | NONE | PC | GENERAL PURPOSE | $10,000 |
| NEIGHBORHOOD SERVICES ORGANIZATION | |||||||
| 431 SW 11TH | OKLAHOMA CITY | OK | 73109 | NONE | PC | GENERAL PURPOSE | $30,000 |
| NEIGHBORHOOD ALLIANCE FOR OKC INC | |||||||
| 1236 NW 36TH STREET | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $5,000 |
| NEWSPAPER IN EDUCATION INSTITUTE | |||||||
| 7009 VARNUM STREET | LANDOVER HILLS | MD | 20784 | NONE | PC | GENERAL PURPOSE | $10,000 |
| NEXUS EQUINE | |||||||
| PO BOX 54572 | OKLAHOMA CITY | OK | 73154 | NONE | PC | GENERAL PURPOSE | $10,000 |
| OKLAHOMA BAPTIST HOMES FOR CHILDREN | |||||||
| 3800 NORTH MAY AVENUE | OKLAHOMA CITY | OK | 73112 | NONE | PC | GENERAL PURPOSE | $5,000 |
| OK HEART HOSPITAL RESEARCH FOUNDATION | |||||||
| 4050 W MEMORIAL RD | OKLAHOMA CITY | OK | 73120 | NONE | PC | GENERAL PURPOSE | $25,000 |
| OKLAHOMA ARTS INSTUTITE | |||||||
| 111 NW 9TH STREET | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $100,400 |
| OKLAHOMA CENTER FOR NONPROFITS | |||||||
| 720 W WILSHIRE BLVD | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $25,000 |
| OKLAHOMA CHRISTIAN UNIVERSITY | |||||||
| 2501 E MEMORIAL ROAD | EDMOND | OK | 73136 | NONE | PC | GENERAL PURPOSE | $150,000 |
| OKLAHOMA CITY BALLET | |||||||
| 7421 CLASSEN BLVD | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $20,000 |
| OKLAHOMA CITY BOATHOUSE FOUNDATION | |||||||
| 725 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73129 | NONE | PC | GENERAL PURPOSE | $100,000 |
| OKLAHOMA CITY MUSEUM OF ART | |||||||
| 415 COUCH DRIVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $50,000 |
| OKLAHOMA CITY NATIONAL MEMORIAL | |||||||
| 620 N HARVEY AVENUE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $403,500 |
| OKLAHOMA CITY PHILHARMONIC | |||||||
| 424 COLCORD DRIVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $35,000 |
| OKLAHOMA CITY UNIVERSITY | |||||||
| 2501 N BLACKWELDER AVENUE | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $200,000 |
| OKLAHOMA CONTEMPORARY ARTS CENTER | |||||||
| 3000 GENERAL PERSHING BLVD | OKLAHOMA CITY | OK | 73107 | NONE | PC | GENERAL PURPOSE | $50,000 |
| OKLAHOMA FOUNDATION FOR EXCELLENCE | |||||||
| 120 N ROBINSON DRIVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $10,000 |
| OKLAHOMA HERITAGE ASSOCIATION | |||||||
| 1400 CLASSEN DRIVE | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $50,000 |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | |||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $266,500 |
| OKLAHOMA PROJECT WOMAN INC | |||||||
| 2727 E 21ST ST 602 | TULSA | OK | 74114 | NONE | PC | GENERAL PURPOSE | $5,000 |
| OKLAHOMA SCHOOL OF SCIENCE & MATH FOUNDATION | |||||||
| 1141 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $10,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 S MONROE STREET | STILLWATER | OK | 74074 | NONE | PC | GENERAL PURPOSE | $201,540 |
| OKLAHOMA WATCH | |||||||
| 395 W LINDSEY ST STE 3120D | NORMAN | OK | 73019 | NONE | PC | GENERAL PURPOSE | $25,000 |
| OKLAHOMA YOUTH ORCHESTRA | |||||||
| 428 W CALIFORNIA AVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $1,500 |
| OKLAHOMA ZOOLOGICAL SOCIETY INC | |||||||
| 2101 NE 50TH ST | OKLAHOMA CITY | OK | 73111 | NONE | PC | GENERAL PURPOSE | $25,000 |
| PASEO ARTS ASSOCIATION | |||||||
| 3022 PASEO | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL PURPOSE | $5,000 |
| PEPPERS RANCH | |||||||
| 209 FRENCH PARK PL | EDMOND | OK | 73034 | NONE | PC | GENERAL PURPOSE | $125,000 |
| POSITIVE TOMORROWS | |||||||
| PO BOX 61190 | OKLAHOMA CITY | OK | 73146 | NONE | PC | GENERAL PURPOSE | $25,000 |
| POSSIBILITIES | |||||||
| 621 NW 20TH STREET | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL PURPOSE | $10,200 |
| PROTESTANT EPISCOPAL CHURCH | |||||||
| 924 N ROBINSON AVENUE | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $100,000 |
| RAINBOW FLEET CHILD CARE | |||||||
| 3024 PASEO | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL PURPOSE | $1,000 |
| REACH OUT AND READ INC | |||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | NONE | PC | GENERAL PURPOSE | $15,000 |
| READING PARTNERS | |||||||
| 180 GRAND AVENUE SUITE 800 | OAKLAND | CA | 94612 | NONE | PC | GENERAL PURPOSE | $10,000 |
| REBUILDING TOGETHER | |||||||
| 730 W WILSHIRE BLVD 108 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $5,000 |
| REGIONAL FOOD BANK OF OKLAHOMA | |||||||
| 3355 S PURDUE AVENUE | OKLAHOMA CITY | OK | 73137 | NONE | PC | GENERAL PURPOSE | $100,000 |
| REMERGE | |||||||
| PO BOX 837 | OKLAHOMA CITY | OK | 73101 | NONE | PC | GENERAL PURPOSE | $56,400 |
| RESONANCE CTR FOR WOMEN INC | |||||||
| 1608 S ELWOOD AVENUE | TULSA | OK | 74119 | NONE | PC | GENERAL PURPOSE | $10,000 |
| SADDLEBRED RESCUE INC | |||||||
| 6 MEADOW CLIFF LANE | HARDWICK | NJ | 07825 | NONE | PC | GENERAL PURPOSE | $50,000 |
| SAINT SIMEON'S FOUNDATION | |||||||
| 3701 MARTIN LUTHER KING JR BLVD | TULSA | OK | 74106 | NONE | PC | GENERAL PURPOSE | $11,340 |
| SAN MIGUEL SCHOOL OF TULSA INC | |||||||
| 2434 E ADMIRAL BLVD | TULSA | OK | 74110 | NONE | PC | GENERAL PURPOSE | $10,200 |
| SCIENCE MUSEUM OKLAHOMA | |||||||
| 2020 REMINGTON PL | OKLAHOMA CITY | OK | 73111 | NONE | PC | GENERAL PURPOSE | $100,000 |
| SEARCH DOG FOUNDATION | |||||||
| 501 E OJAI AVENUE | OJAI | CA | 93023 | NONE | PC | GENERAL PURPOSE | $5,000 |
| SKYLINE URBAN MINISTRY | |||||||
| 500 SE 15TH ST | OKLAHOMA CITY | OK | 73129 | NONE | PC | GENERAL PURPOSE | $10,000 |
| SMART START OF CENTRAL OKLAHOMA | |||||||
| 2401 NW 115TH TERRACE BUILDING G | OKLAHOMA CITY | OK | 73120 | NONE | PC | GENERAL PURPOSE | $15,000 |
| SPECIAL CARE | |||||||
| 12201 N WESTERN AVENUE | OKLAHOMA CITY | OK | 73114 | NONE | PC | GENERAL PURPOSE | $50,000 |
| ST GREGORY'S UNIVERSITY | |||||||
| 1900 W MACARTHUR ST | SHAWNEE | OK | 74804 | NONE | PC | GENERAL PURPOSE | $25,000 |
| STAND IN THE GAP | |||||||
| 3939 S HARVARD SUITE 120 | TULSA | OK | 74135 | NONE | PC | GENERAL PURPOSE | $5,000 |
| STONESOUP COMMUNITY VENTURE | |||||||
| 1438 S INDIANAPOLIS AVE | TULSA | OK | 74112 | NONE | PC | GENERAL PURPOSE | $15,000 |
| SUNBEAM FAMILY SERVICES | |||||||
| 616 NW 21ST STREET | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL PURPOSE | $115,000 |
| TEEN RECOVERY SOLUTIONS | |||||||
| 720 W WILSHIRE BLVD 101 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $75,000 |
| THE BRIDGES FOUNDATION | |||||||
| 1345 N LEWIS AVENUE | TULSA | OK | 74110 | NONE | PC | GENERAL PURPOSE | $5,000 |
| THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES | |||||||
| 815 S UTICA AVE | TULSA | OK | 74104 | NONE | PC | GENERAL PURPOSE | $10,340 |
| THE CHILDREN'S CENTER | |||||||
| 6800 NORTHWEST 39TH EXPRESSWAY | BETHANY | OK | 73008 | NONE | PC | GENERAL PURPOSE | $300,000 |
| THE EDUCATION & EMPLOYMENT MINISTRY | |||||||
| 14 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $30,000 |
| THE OKLAHOMA CENTER FOR COMMUNITY & JUSTICE | |||||||
| 100 W 5TH ST | TULSA | OK | 74103 | NONE | PC | GENERAL PURPOSE | $5,000 |
| THE OKLAHOMA CARING FOUNDATION INC | |||||||
| 3817 NW EXPRESSWAY SUITE 300 | OKLAHOMA CITY | OK | 73112 | NONE | PC | GENERAL PURPOSE | $5,000 |
| THE PARENT CHILD CENTER OF TULSA | |||||||
| 1421 S BOSTON AVENUE | TULSA | OK | 74119 | NONE | PC | GENERAL PURPOSE | $10,200 |
| THE PENCIL BOX | |||||||
| PO BOX 52631 | TULSA | OK | 74152 | NONE | PC | GENERAL PURPOSE | $10,000 |
| THE SALVATION ARMY OF CENTRAL OKLAHOMA | |||||||
| 311 SW 5TH STREET | OKLAHOMA CITY | OK | 73109 | NONE | PC | GENERAL PURPOSE | $25,000 |
| THE TOBY KEITH FOUNDATION | |||||||
| 818 NE 8TH STREET | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL PURPOSE | $15,000 |
| TULSA ADVOCATES FOR THE RIGHTS OF CITIZENS WITH DEVELOPMENTAL DISABILITIES | |||||||
| 2516 E 71ST ST STE A | TULSA | OK | 74136 | NONE | PC | GENERAL PURPOSE | $10,000 |
| TULSA BALLET | |||||||
| 1212 E 45TH PLACE | TULSA | OK | 74105 | NONE | PC | GENERAL PURPOSE | $11,670 |
| TULSA BOYS' HOME | |||||||
| 2727 S 137TH W AVE | SAND SPRINGS | OK | 74063 | NONE | PC | GENERAL PURPOSE | $10,000 |
| TULSA CARES | |||||||
| 3712 E 11TH ST | TULSA | OK | 74112 | NONE | PC | GENERAL PURPOSE | $670 |
| TULSA CASA | |||||||
| 700 S BOSTON AVENUE | TULSA | OK | 74119 | NONE | PC | GENERAL PURPOSE | $5,000 |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE AVE 600 | TULSA | OK | 74136 | NONE | PC | GENERAL PURPOSE | $17,500 |
| TULSA DAY CENTER FOR THE HOMELESS | |||||||
| 415 W ARCHER STREET | TULSA | OK | 74103 | NONE | PC | GENERAL PURPOSE | $5,000 |
| TULSA GIRLS ART SCHOOL | |||||||
| 2202 E ADMIRAL BLVD | TULSA | OK | 74110 | NONE | PC | GENERAL PURPOSE | $10,000 |
| TULSA OPERA | |||||||
| 1610 S BOULDER AVE | TULSA | OK | 74119 | NONE | PC | GENERAL PURPOSE | $3,000 |
| UNITED WAY OF CENTRAL OKLAHOMA | |||||||
| 1444 NW 29TH STREET | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $450,000 |
| UNIVERSITY OF CENTRAL OKLAHOMA | |||||||
| 100 N UNIVERSITY DRIVE | EDMOND | OK | 73034 | NONE | PC | GENERAL PURPOSE | $100,400 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 GRANT ST | DENVER | CO | 80203 | NONE | PC | GENERAL PURPOSE | $25,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73109 | NONE | PC | GENERAL PURPOSE | $105,000 |
| UNIVERSITY OF TEXAS MD ANDERSON | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | GENERAL PURPOSE | $500,000 |
| UPWARD TRANSITIONS INC | |||||||
| 1134 W MAIN ST | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $10,000 |
| URBAN LEAGUE OF GREATER OKC | |||||||
| 3900 N MARTIN LUTHER KING AVE | OKLAHOMA CITY | OK | 73111 | NONE | PC | GENERAL PURPOSE | $15,000 |
| VARIETY CARE FOUNDATION | |||||||
| 300 N GRAND BLVD | OKLAHOMA CITY | OK | 73107 | NONE | PC | GENERAL PURPOSE | $50,000 |
| WHITE FIELDS INC | |||||||
| 7127 N COUNTY LINE RD | PIEDMONT | OK | 73078 | NONE | PC | GENERAL PURPOSE | $25,000 |
| WINDWALKERS EQUINE ASSISTED LEARNING AND THERAPHY CENTER | |||||||
| 1030 COUNTY ROAD 102 | CARBONDALE | CO | 81623 | NONE | PC | GENERAL PURPOSE | $5,000 |
| WORLD VISION INC | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PC | GENERAL PURPOSE | $1,200 |
| YMCA OF OKLAHOMA CITY | |||||||
| 500 N BROADWAY SUITE 500 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $104,000 |
| YOUTH SERVICES OF TULSA | |||||||
| 311 S MADISON AVENUE | TULSA | OK | 74120 | NONE | PC | GENERAL PURPOSE | $19,640 |
| YWCA OF OKLAHOMA CITY | |||||||
| 2460 W I-44 SERVICE ROAD | OKLAHOMA CITY | OK | 73112 | NONE | PC | GENERAL PURPOSE | $1,000,400 |
| YWCA OF TULSA | |||||||
| 1503 S DENVER AVE | TULSA | OK | 74119 | NONE | PC | GENERAL PURPOSE | $10,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,320,410 | 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 | $5,032,033 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $932,703 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,441,097 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,405,833 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,405,833 | 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 | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PREPARATION OF TAX RETURNS | $9,500 | $1,713 | $7,787 |
| PREPARATION OF FINANCIAL STATEMENTS | $21,650 | $21,650 | $0 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE FIXED INCOME | $2,383,699 | $1,517,732 |
| INTERNATIONAL FIXED INCOME | $5,803,728 | $5,302,359 |
| OTHER EQUITIES: HIGH YIELD FIXED INCOME | $10,535,125 | $10,370,731 |
| TAXABLE BOND FUNDS | $5,396,381 | $4,829,585 |
| U.S. GOV FIXED INCOME | $11,978,667 | $11,985,960 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN TRAILER WORKS STOCK | $0 | $0 |
| ASHFORD HOSPITALITY | $49,662 | $126,900 |
| CBS CORP NEW CLASS B | $1,436,194 | $7,246,565 |
| CIT GROUP, INC. | $57,271 | $69,355 |
| FSP MONUMENT CIRCLE | $215,491 | $300,000 |
| OTHER EQUITIES: DEUTCHE HIGH YIELD FIXED INCOME | $36,011 | $35,350 |
| OTHER EQUITIES: INTERNATIONAL EQUITIES | $38,283,494 | $37,686,035 |
| OTHER EQUITIES: JP MORGAN LARGE CAP | $1,329,090 | $448,380 |
| OTHER EQUITIES: JP MORGAN MID CAP | $24,958,349 | $33,986,990 |
| OTHER EQUITIES: JP MORGAN SMALL CAP | $21,981,080 | $33,522,560 |
| OTHER EQUITIES: SMITH BARNEY LARGE CAP | $6,315,866 | $11,825,840 |
| OTHER EQUITIES: SMITH BARNEY MID CAP | $6,208,763 | $13,941,207 |
| OTHER EQUITIES: SMITH BARNEY SMALL CAP | $2,927,865 | $6,958,088 |
| RYMAN HOSPITALITY | $12,776,299 | $32,511,270 |
| SECURITY DEVICES INTERNATIONAL | $250,000 | $100 |
| VIACOM INC NEW CLASS B | $749,949 | $1,727,201 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN TRAILER NOTE RECEIVABLE | AT COST | $0 | $0 |
| PARTNERSHIPS | AT COST | $17,404,856 | $13,248,700 |
| PURCHASED INTEREST | AT COST | $546 | $546 |
| REAL ESTATE INVESTMENTS | AT COST | $4,862,436 | $7,103,385 |
| REAL ESTATE PARTNERSHIPS | AT COST | $4,089,638 | $12,140,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,435 | $0 | $1,435 |
| OFFICE EXPENSES | $28,381 | $0 | $28,381 |
| BANK CHARGES | $15 | $0 | $15 |
| COMPUTER EXPENSES | $422 | $0 | $422 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME/(LOSS) FROM PARTNERSHIP PASSTHROUGHS | Desc |
| Revenue And Expenses Per Books | $932,703 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15,744 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $932,703 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $10,719 | $2,680 | $8,039 |
| PROPERTY TAXES | $528 | $132 | $396 |
| EXCISE TAXES | $170,707 | $0 | $0 |