ROSS CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROSS CHARITABLE FOUNDATION (EIN 20-5309346)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201743149349101414
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T14:44:25-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731528194 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CCK STRATEGIES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8811 S YALE AVE STE 400 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741373552 | 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 | 205309346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 690960 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN E ROSS | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Signature | 2017-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON SPOON CPA | PreparerPersonNm |
| PTIN | P01538291 | PTIN |
| Phone | 9184914036 | PhoneNum |
| Preparation | 2017-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 885A9E6681664A3DE41E27B5BC713E69B199A04C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 885A9E6681664A3DE41E27B5BC713E69B199A04C | 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 | $1,486,849 | 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 | $41,434 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,820 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,474,688 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,453 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $122,713 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,279 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,500 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $350 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $292 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $292 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $288,536 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $288,536 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $299,188 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $292 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $288,536 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$176,475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,987 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $365,212 | CashBOYAmt |
| Cash EOY | $93,252 | CashEOYAmt |
| Cash EOYFMV | $93,252 | CashEOYFMVAmt |
| Acct Rcvbl | $3,488 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,358 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,488 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,488 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $1,278,231 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,390,109 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,390,109 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,647,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,486,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,486,849 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $293 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $293 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,478,799 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,478,799 | CapitalStockEOYAmt |
| Retained Earning BOY | $169,002 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,757 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,647,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,486,556 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,647,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,486,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,647,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$176,475 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,230 | OtherIncreasesAmt |
| Subtotal | $1,486,556 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,486,556 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | P | 2015-09-28 | 2016-09-14 | $400,756 | $389,394 | $11,362 | $11,362 |
| PUBLIC TRADED SECURITIES | P | 2012-01-06 | 2016-09-14 | $1,073,912 | $1,029,841 | $44,071 | $44,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,453 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,362 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $244,534 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,552,600 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.157500 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $123,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,774,834 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.069443 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $139,577 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,684,283 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051998 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $157,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,615,211 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.097356 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $187,981 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,247,495 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.150687 | DistributionYr5Rt |
| Total Distribution | 0.526984 | TotalDistributionRt |
| Average Distribution | 0.105397 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,223,549 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $234,355 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $810 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $235,165 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $288,536 | 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 | $810 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $810 | SubtotalAmt |
| Tax Based On Investment Income | $810 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $900 | AppliedToEsTaxAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $81 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $81 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TERESA ROSS | IndividualWithBooksNm |
| Phone | 9182347675 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 690960 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741690960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| WARREN E ROSS | ||||||||
| PO BOX 690960 | TULSA | OK | 741690960 | SECRETARY | 1.00 | $0 | $0 | $0 |
| TERESA A ROSS | ||||||||
| PO BOX 690960 | TULSA | OK | 741690960 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $643,599 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $229,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,384,629 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,257,410 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,257,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,861 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,223,549 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $111,177 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $111,177 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $810 | TotalTaxAmt |
| Distributable Before Adj | $110,367 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $110,367 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $110,367 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $288,536 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $288,536 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $810 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $287,726 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $110,367 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $126,413 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $77,122 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,972 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,911 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $167,229 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $411,647 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $288,536 | QualifyingDistributionsAmt |
| Applied To Current Year | $110,367 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $178,169 | RemainingDistriFromCorpusAmt |
| Total Corpus | $589,816 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $126,413 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $463,403 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,122 | ExcessFromYear4Amt |
| Excess From Year3 | $5,972 | ExcessFromYear3Amt |
| Excess From Year2 | $34,911 | ExcessFromYear2Amt |
| Excess From Year1 | $167,229 | ExcessFromYear1Amt |
| Excess From Current Year | $178,169 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ROSS CHARITABLE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 690960 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741690960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9182347675 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION, IN ANY FORM, MUST BE SUBMITTED IN WRITING, INCLUDE A BRIEF DESCRIPTION OF THE ORGANIZATION AND THE PROGRAM NEEDING FUNDING AND INCLUDE EVIDENCE OF CHARITABLE, EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| KANSAS STATE UNIVERSITY | ||||||||
| 2323 ANDERSON AVENUE | SUITE 500 | MANHATTAN | KS | 665022911 | PC | CHARITABLE | $7,500 | |
| BOOKER T WASHINGTON FOUNDATION | ||||||||
| PO BOX 52663 | TULSA | OK | 741520663 | PC | CHARITABLE | $30,000 | ||
| MASSACHUSETTS INSTITUTE | ||||||||
| 600 MEMORIAL DRIVE | W98-308 | CAMBRIDGE | MA | 021394822 | PC | CHARITABLE | $20,000 | OF TECHNOLOGY |
| MASSACHUSETTS INSTITUTE | ||||||||
| ONE CHARLES PARK | 4TH FLOOR | CAMBRIDGE | MA | 021394822 | PC | CHARITABLE | $5,000 | OF TECHNOLOGY - SLOCUM (2744083) |
| MENTAL HEALTH ASSOCIATION IN TULSA | ||||||||
| 1870 S BOULDER | TULSA | OK | 74119 | PC | CHARITABLE | $15,000 | ||
| MISSISSIPPI STATE UNIVERSITY | ||||||||
| PO BOX 6222 132 HOWELL | 823 COLLEGEVIEW STREET | MISSISSIPPI STATE | MS | 39762 | PC | CHARITABLE | $5,000 | FOUNDATION |
| MONTE CASSINO - BRICK BY BRICK | ||||||||
| 2206 S LEWIS AVE | TULSA | OK | 741143109 | PC | CHARITABLE | $2,500 | ||
| NORTHEASTERN STATE UNIVERSITY | ||||||||
| 812 N CEDAR AVE | TAHLEQUAH | OK | 744642406 | PC | CHARITABLE | $2,500 | ||
| OKLAHOMA STATE UNIVERSITY | ||||||||
| 400 SOUTH MONROE | STILLWATER | OK | 74074 | PC | CHARITABLE | $17,000 | FOUNDATION | |
| OPERATION HOLIDAY SPIRIT | ||||||||
| 3800 AVE A STE 201 | TINKER AIR FORCE BASE | OK | 73145 | PC | CHARITABLE | $5,000 | TINKER AFB | |
| PITTSBURG STATE UNIVERSITY | ||||||||
| 1701 SOUTH BROADWAY | PITTSBURG | KS | 667627561 | PC | CHARITABLE | $2,500 | FOUNDATION | |
| PUBLIC RADIO TULSA | ||||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | PC | CHARITABLE | $2,500 | ||
| RAMS FOUNDATION | ||||||||
| 505 NW 156TH CIRCLE | EDMOND | OK | 73013 | PC | CHARITABLE | $1,250 | ||
| ROGERS STATE UNIVERSITY FOUNDATION | ||||||||
| 1701 W WILL ROGERS BLVD | CLAREMORE | OK | 74017 | PC | CHARITABLE | $5,000 | ||
| ROUTE 66 ALLIANCE | ||||||||
| PO BOX 54214 | TULSA | OK | 74155 | PC | CHARITABLE | $138,000 | ||
| THE PENCIL BOX | ||||||||
| PO BOX 52631 | TULSA | OK | 741520631 | PC | CHARITABLE | $1,000 | ||
| THE ROCK HOUSE CHURCH | ||||||||
| PO BOX 508 | TULSA | OK | 741520631 | PC | CHARITABLE | $5,000 | ||
| TULSA BOTANIC GARDEN | ||||||||
| PO BOX 707 | TULSA | OK | 74101 | PC | CHARITABLE | $5,000 | ||
| TULSA CHRISTIAN EDUCATION CORP | ||||||||
| 6363 S TRENTON AVE | TULSA | OK | 741360741 | PC | CHARITABLE | $2,500 | ||
| TULSA ZOO MANAGEMENT INC | ||||||||
| 6421 E 36TH STREET NORTH | TULSA | OK | 74115 | PC | CHARITABLE | $1,000 | ||
| UNIVERSITY OF OKLAHOMA - TULSA | ||||||||
| 4502 EAST 41ST STREET | SUITE 3B32 | TULSA | OK | 741355065 | PC | CHARITABLE | $2,500 | |
| UNIVERSITY OF OKLAHOMA FOUNDATION | ||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 730190685 | PC | CHARITABLE | $2,500 | ||
| UNIVERSITY OF TULSA | ||||||||
| 800 S TUCKER DRIVE | TULSA | OK | 741049700 | PC | CHARITABLE | $10,000 | UNIVERSITY SCHOOL | |
| LOBECK TAYLOR FAMILY FOUNDATION | ||||||||
| 1124 S LEWIS AVE | TULSA | OK | 74104 | PC | CHARITABLE | $286 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $288,536 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,820 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $20 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $81,259 | ExclusionAmt |
| Related Or Exempt Function Incm | $20 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,279 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THE ROSS GROUP CONSTRUCTION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52570 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741520570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $41,434 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS | $8,967 | $8,967 |
| INVESTMENT IN PRIVATELY HELD COMPANY | $1,381,142 | $1,381,142 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $292 | $292 |
| MISCELLANEOUS | $5,497 | |
| PENALTIES | $13 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $15,230 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX SERVICES | CategoryTxt |
| Amt | $4,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL INCOME TAX EXP | $325 |
| LICENSES | $25 |