KIRKPATRICK FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KIRKPATRICK FOUNDATION INC (EIN 73-0701736)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349102264
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T12:31:27-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 COUCH DR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | 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 | 730701736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRKPATRICK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIRK | BusinessNameControlTxt |
| Phone | 4056080935 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WEST WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAIRMAN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4056080935 | PhoneNum |
| Signature | 2017-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRY BOEHRER | PreparerPersonNm |
| PTIN | P00179476 | PTIN |
| Phone | 4052397961 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.188 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-07 | IPDt |
| IP Tm | 15:41:50 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3EFB5A9189FB89946462A3F165B86A6575154976 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2D410FCA3198B0E1D98402444B43D64DC8072189 | 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 | $63,355,506 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $215,413 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $215,413 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $900,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $900,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,148,593 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,161,154 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,148,593 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $312,120 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $312,120 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,576,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,576,975 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $228,039 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,472 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $207,567 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $176,962 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $26,544 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $150,418 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,966 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $983 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $983 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,570 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,285 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,285 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,961 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $165,961 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $108,002 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,423 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,453 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $6,920 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,460 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,460 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,580 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,290 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,290 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,264 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $3,632 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,632 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $661,704 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47,878 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $613,826 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,398,421 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $307,928 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $994,461 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,970,414 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,970,414 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,368,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $307,928 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,964,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$791,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,269,047 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,940,318 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,412,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,412,140 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $167,052 | AcctRcvblAmt |
| Acct Rcvbl BOY | $162,292 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $167,052 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $167,052 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $2,899,622 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,300,018 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,310,478 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,645,732 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,361,465 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,242,990 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,480,662 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,007,156 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,974,863 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $143,402 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $143,402 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOYFMV | $1,157,840 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $124,071 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $88,047 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $48,477 | LandBOYAmt |
| Land EOY | $36,024 | LandEOYAmt |
| Land EOYFMV | $36,024 | LandEOYFMVAmt |
| Other Assets BOY | $84,719 | OtherAssetsBOYAmt |
| Other Assets EOY | $54,119 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $54,119 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,261,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,337,974 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,355,506 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $62,399 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $55,355 | AccountsPayableEOYAmt |
| Grants Payable BOY | $201,450 | GrantsPayableBOYAmt |
| Grants Payable EOY | $65,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $263,849 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $120,355 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $40,997,973 | UnrestrictedBOYAmt |
| Unrestricted EOY | $40,217,619 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,997,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,217,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,261,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,337,974 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,997,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$791,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,506 | OtherIncreasesAmt |
| Subtotal | $40,217,619 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,217,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| ACCENTURE PLC | $59,458 | $21,055 | $38,403 | $38,403 |
| AT&T INC | $20,175 | $16,995 | $3,180 | $3,180 |
| CME GROUP INC | $96,559 | $135,868 | -$39,309 | -$39,309 |
| COMCAST CORP NEW CL A | $26,568 | $7,232 | $19,336 | $19,336 |
| EXELON CORP | $68,750 | $76,920 | -$8,170 | -$8,170 |
| EXXON MOBIL CORP | $18,024 | $14,716 | $3,308 | $3,308 |
| IHS MARKIT LTD | $15 | $15 | $15 | |
| ILLINOIS TOOL WKS INC | $90,795 | $27,542 | $63,253 | $63,253 |
| INTL BUSINESS MACHINES | $46,548 | $32,769 | $13,779 | $13,779 |
| INTUIT | $21,054 | $10,518 | $10,536 | $10,536 |
| INTUITIVE SURGICAL INC NEW | $48,227 | $34,726 | $13,501 | $13,501 |
| IRON MOUNTAIN INC PA | $113,946 | $58,612 | $55,334 | $55,334 |
| ISHARES MSCI EAFE ETF | $112,958 | $158,990 | -$46,032 | -$46,032 |
| ISHARES TR RUSSELL 2000 | $56,795 | $42,344 | $14,451 | $14,451 |
| JOHNSON & JOHNSON | $35,306 | $19,995 | $15,311 | $15,311 |
| KINDER MORGAN INC | $26,497 | $42,958 | -$16,461 | -$16,461 |
| MEDTRONIC INC | $16,218 | $8,134 | $8,084 | $8,084 |
| MSCI INC-A | $15,720 | $6,020 | $9,700 | $9,700 |
| NETSUITE, INC. | $959,200 | $123,054 | $836,146 | $836,146 |
| NEXTERA ENERGY INC | $61,559 | $27,370 | $34,189 | $34,189 |
| ORACLE CORP | $32,079 | $20,520 | $11,559 | $11,559 |
| PEPSICO INC | $50,585 | $33,175 | $17,410 | $17,410 |
| PROCTER & GAMBLE CO | $53,003 | $40,026 | $12,977 | $12,977 |
| PROLOGIS INC | $9,471 | $1,419 | $8,052 | $8,052 |
| QUALCOMM INC | $22,408 | $21,880 | $528 | $528 |
| STERICYCLE INC | $59,119 | $38,960 | $20,159 | $20,159 |
| TRIMBLE NAVIGATION LTD | $14,762 | $13,020 | $1,742 | $1,742 |
| UNITEDHEALTH GROUP | $41,633 | $11,643 | $29,990 | $29,990 |
| XYLEM INC | $55,562 | $30,828 | $24,734 | $24,734 |
| AMGEN INC DTD (250,000 6/15/16, 2.3%) | $250,000 | $250,318 | -$318 | -$318 |
| AT&T INC DTD (50,000 5/15/16, 2.95%) | $50,000 | $50,336 | -$336 | -$336 |
| BERKSHIRE HATHAWAY (200,000 8/15/16, 2.2%) | $200,000 | $201,348 | -$1,348 | -$1,348 |
| INTERNATIONAL BUSINESS (250,000 7/22/16, 1.95%) | $250,000 | $251,545 | -$1,545 | -$1,545 |
| INTERNATIONAL BUSINESS (200,000 1/5/16, 2%) | $200,000 | $200,164 | -$164 | -$164 |
| JPMORGAN CHASE BK ($250K,6/13/16, 5.875%) | $250,000 | $250,985 | -$985 | -$985 |
| LOWES COS INC DTD (250,000, 4/15/16, 2.125%) | $250,000 | $250,250 | -$250 | -$250 |
| MICROSOFT CORP DTD (250,000 2/8/16, 2.5%) | $250,000 | $251,038 | -$1,038 | -$1,038 |
| PEPSICO INC. (250,000 5/10/16, 2.5%) | $250,000 | $251,558 | -$1,558 | -$1,558 |
| TEVA PHARM FIN (65,000 11/10/16, 2.4%) | $65,000 | $65,320 | -$320 | -$320 |
| VERIZON COMMUNICATIONS (250, 11/1/16, 2%) | $312,827 | $311,107 | $1,720 | $1,720 |
| WELLS FARGO & CO (250,000 6/15/16, 3.676%) | $250,000 | $252,710 | -$2,710 | -$2,710 |
| WESTPAC BANKING CORP (250,000 7/15/16, 2.75%) | $250,000 | $248,971 | $1,029 | $1,029 |
| DISCOVER BANK CD (250K 8/8/16, 1.25%) | $250,000 | $250,000 | $0 | $0 |
| PEOPLES UNITED BANK NA (250K 0.5% 11/17/16) | $250,000 | $250,000 | $0 | $0 |
| GE CAPITAL BANK CD (250,000 5/2/16 .95%) | $250,000 | $250,000 | $0 | $0 |
| GE MONEY BANK DTD (2.1% 12/9/16) | $250,000 | $250,000 | $0 | $0 |
| FNMA - FED NATL MORTGAGE ASSOC | $1,500,000 | $1,499,703 | $297 | $297 |
| FHLB - FEDERAL HOME LOAN BANK | $500,000 | $499,919 | $81 | $81 |
| US TREASURY N/B | $500,039 | $500,000 | $39 | $39 |
| US TREASURY N/B | $500,234 | $500,000 | $234 | $234 |
| US TREASURY N/B | $60 | $60 | $60 | |
| UNIVERSITY OK REVS TAX GEN | $100,000 | $100,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,148,593 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,106,322 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $64,581,620 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048099 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,730,585 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $64,165,577 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042555 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,790,478 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $59,353,529 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047015 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,384,658 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $48,396,766 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049273 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,813,299 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,756,216 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043426 | DistributionYr5Rt |
| Total Distribution | 0.230368 | TotalDistributionRt |
| Average Distribution | 0.046074 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $61,161,653 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,817,962 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,690 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,840,652 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,964,875 | 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 | $22,690 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,690 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,690 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,910 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $50,910 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $28,220 | OverpaymentAmt |
| Applied To ES Tax | $28,220 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://KIRKPATRICKFOUNDATION.COM/ | WebsiteAddressTxt |
| Individual With Books | KIRKPATRICK FOUNDATION | IndividualWithBooksNm |
| Phone | 4058402882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WEST WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731268822 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN K KEESEE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ROBERT CLEMENTS | ||||||||
| PO BOX 14538 | OKLAHOMA CITY | OK | 73118 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| REBECCA LOVE MCCUBBIN | ||||||||
| 1601 WESTMINSTER PLACE | NICHOLS HILLS | OK | 73120 | V. PRESIDENT | 1.00 | $0 | $0 | $0 |
| LOUISA MCCUNE-ELMORE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | SECRETARY (EX-OFFICIO) | 40.00 | $136,482 | $13,422 | $0 |
| GEORGE BACK | ||||||||
| 2520 NW 59TH STREET | OKLAHOMA CITY | OK | 73112 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR ANNE H MORGAN | ||||||||
| 4701 FOUNTAINGATE DRIVE | NORMAN | OK | 73072 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GEORGE RECORDS | ||||||||
| PO BOX 26750 | OKLAHOMA CITY | OK | 73126 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MISCHA GORKUSCHA | ||||||||
| 11316 SHADY GLEN ROAD | OKLAHOMA CITY | OK | 73126 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARK ROBERTSON | ||||||||
| 9658 NORTH MAY AVENUE SUITE 200 | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR JOE HOWELL | ||||||||
| 1704 KINGSBURGY LANE | NICHOLS HILLS | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MEG SALYER | ||||||||
| 811 NORTH BROADWAY | OKLAHOMA CITY | OK | 73102 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LIZ EICKMAN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JEANNE HOFFMAN SMITH | ||||||||
| 7106 BRENTWOOD | NICHOLS HILLS | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MAX WEITZENHOFFER | ||||||||
| 1100 CHERRYSTONE CIRCLE | NORMAN | OK | 73072 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY E MCCORD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 W WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $57,011 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | THIS PROGRAM INITIATED THE DESIGN, EDITING, PUBLICATION, AND MAILING OF 15,000 COPIES OF THE ARTDESK PERIODICAL, APERIODICAL WHOSE PURPOSE IS TO EDUCATE STUDENTS AND THEGENERAL PUBLIC IN THE ARTS AND TO SUPPORT OTHER NONPROFITORGANIZATIONS IN COLORADO, OKLAHOMA, AND TEXAS. A TOTAL OF11,700 COPIES HAVE BEEN DISTRIBUTED VIA SCHOOLS, NEWSTANDS,STORES, AND 186 CONTINUING SUBSCRIBERS. | Description1Txt |
| Expenses1 | $285,825 | Expenses1Amt |
| Description2 | ANIMAL WELFAREA)DONATED THE AMERICAN HUMANE ASSOCIATION RESCUE TRUCK IS DEDICATED IN MAY AT OSU-OKC. THE 50-FOOT VEHICLE WILL SERVE OKLAHOMA COMMUNITIES AND SURROUNDING STATES.B)AT THE OKLAHOMA ROUNDTABLE FOR ANIMAL WELFARE, LEADERS ACROSS PLATFORMS AND INDUSTRY MEET TWICE YEARLY FOR A DISCUSSION ABOUT THE WELLBEING OF OKLAHOMA ANIMALS.C)THE KIRKPATRICK FOUNDATION HOSTS A CONFERENCE EVERY THREE YEARS TO BRING TOGETHER NATIONAL AND LOCAL LEADERS, EDUCATIONS, ADVOCATES, AND GRANT-MAKERS TO DISCUSS CURRENT ISSUES AND TOPICS SURROUNDING THE STATE OF ANIMALS IN OKLAHOMA.D)OTHER SERVICES AND ACTIVITIES SUPPORTING ANIMAL WELFARE | Description2Txt |
| Expenses2 | $125,286 | Expenses2Amt |
| Description3 | ANIMAL STUDYCREATION OF A BASELINE STUDY AND TELEPHONE POLL TO ASSESSTHE STATUS OF OKLAHOMA ANIMALS AND THEIR NEEDS AND THEPUBLICATION OF A BIENNIAL REPORT TO THEGENERAL PUBLIC FEATURING RESEARCH, PROGRESS, AND ONGOINGEFFORTS. | Description3Txt |
| Expenses3 | $65,591 | Expenses3Amt |
| Description4 | OK VOTERS GUIDETHIS GUIDE WAS A NONPARTISAN EFFORT BY A COALITION OF OKLAHOMA ENTITIES AND OFFERED READERS A HIGH-QUALITY RESOURCE WITH ANALYSIS AND EDUCATION FOR THE 2016 GENERAL ELECTIONS. OK VOTERS EDUCATIONSTATE QUESTION 777 WAS A PROPOSED AMENDMENT TO THE OKLAHOMA CONSTITUTION IN 2016. KIRKPATRICK FOUNDATION PROVIDED VARIOUS NON-PARTISAN RESOURCES INCLUDING FACT SHEETS, ANALYSIS, AND RESEARCH TO HELP WITH VOTER EDUCATION. THE BALLOT MEASURE WAS NOT APPROVED BY OKLAHOMANS 60/40. | Description4Txt |
| Expenses4 | $109,098 | Expenses4Amt |
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 | $55,047,304 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,789,962 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,255,783 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,093,049 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,093,049 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $931,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,161,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,058,083 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,058,083 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,690 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,690 | TotalTaxAmt |
| Distributable Before Adj | $3,035,393 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,035,393 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,035,393 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,964,875 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,964,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22,690 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,942,185 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,035,393 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,433 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,964,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,433 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,959,442 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $75,951 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KIRKPATRICK FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 W WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4056080934 | RecipientPhoneNum |
| Recipient Email Address | LOUISA@KIRKPATRICKFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION SHOULD BE IN LETTER FORM SPECIFYING PURPOSE AND NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE 15TH OF FEB, MAY, AUG, AND NOV FOR BOARD OF TRUSTEES MEETINGS | SubmissionDeadlinesTxt |
| Restrictions On Awards | SUPPORT TO CULTURAL, BENEVOLENT, EDUCATIONAL, ENVIRONMENTAL AND YOUTH-SERVING ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALL SOULS' EPISCOPAL CHURCH | ||||||||
| 6400 N PENNSYLVANIA | NICHOLS HILLS | OK | 73116 | NONE | CHARITABLE | MEMORIAL DONATION: MARY CLEMENTS | $1,000 | |
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION | ||||||||
| 2123 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | NONE | CHARITABLE | GRANT: DRAWING ON MEMORIES PROJECT | $5,000 | |
| AMERICAN ASSOCIATION OF ZOO VETERINARIANS | ||||||||
| 581705 WHITE OAK RD | YULEE | FL | 32097 | NONE | CHARITABLE | GRANT: INTERNATIONAL VETERINARIAN CONFERENCE FUND | $3,000 | |
| AMERICAN INDIAN CULTURAL CENTER | ||||||||
| 659 AMERICAN INDIAN BLVD | OKLAHOMA CITY | OK | 73129 | NONE | CHARITABLE | GRANT: AMERICAN INDIAN CULTURAL CENTER & MUSEUM | $50,000 | |
| AMERICAN INSTITUTE OF GRAPHIC ARTS | ||||||||
| 401 NE 1ST ST | OKLAHOMA CITY | OK | 73104 | NONE | CHARITABLE | GRANT: GET OUT THE VOTE POSTER EXHIBITION | $1,000 | |
| ANIMAL FOLKS | ||||||||
| 1043 GRAND AVE 115 | SAINT PAUL | MN | 55105 | NONE | CHARITABLE | GRANT: VETERINARY MANUAL - REPORTING ANIMAL CRUELTY | $10,000 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 170 EAST COTATI AVE | COTATI | CA | 94931 | NONE | CHARITABLE | GRANT: GENERAL OPERATING SUPPORT | $10,000 | |
| BASIC ANIMAL RESCUE TRAINING | ||||||||
| PO BOX 130967 | SAINT PAUL | MN | 55113 | NONE | CHARITABLE | GRANT: BART FOR FIRST RESPONDERS IN OK | $10,000 | |
| BELLA FOUNDATION | ||||||||
| PO BOX 20035 | OKLAHOMA CITY | OK | 73156 | NONE | CHARITABLE | GRANT: $20K VETERINARY ASSISTANCE/ $5K STRATEGIC PLANNING | $25,000 | |
| BLACK LIBERATED ARTS CENTER INC | ||||||||
| PO BOX 11014 | OKLAHOMA CITY | OK | 73136 | NONE | CHARITABLE | GRANT: FROM STEAM TO STELLAR (TEACHER PROFESSIONAL DEVELOPMENT) | $15,000 | |
| CIMARRON CIRCUIT OPERA COMPANY | ||||||||
| PO BOX 1085 | NORMAN | OK | 73069 | NONE | CHARITABLE | GRANT: SCHOLASTIC OPERA TOUR | $19,000 | |
| CLASS MATTERS INC | ||||||||
| 412 NW 80TH ST | OKLAHOMA CITY | OK | 73114 | NONE | CHARITABLE | GRANT: ENGINEERING, ENTREPRENEURIAL, AND LEADERSHIP WORKSHOPS | $3,000 | |
| COMMUNITIES FOUNDATION OF OKLAHOMA | ||||||||
| PO BOX 21210 | OKLAHOMA CITY | OK | 73156 | NONE | CHARITABLE | GRANT: NORMAN PHILHARMONIC/ NORMAN COMM FDN 2016-2017 SEASON | $5,000 | |
| CRISTO REY NETWORK | ||||||||
| 7501 NW EXPRESSWAY | OKLAHOMA CITY | OK | 73132 | NONE | CHARITABLE | GRANT: CHRISTO REY OKLAHOMA CITY HIGH SCHOOL | $50,000 | |
| DEADCENTER FILM FESTIVAL | ||||||||
| 726 W SHERIDAN AVE STE 170 | OKLAHOMA CITY | OK | 73102 | NONE | CHARITABLE | GRANT: DEADCENTER FILM FESTIVAL & EDUCATION PROGRAMS | $30,000 | |
| DOMESTIC VIOLENCE INTERVENTION SERVICES INC | ||||||||
| 4300 SOUTH HARVARD AVE | TULSA | OK | 74135 | NONE | CHARITABLE | GRANT: KENNEL SUPPORT | $10,000 | |
| EAGLE RIDGE INSTITUTE | ||||||||
| 601 NE 63RD ST | OKLAHOMA CITY | OK | 73105 | NONE | CHARITABLE | GRANT: ART THERAPY FOR RES. SUBSTANCE USE TREATMENT PARTICIPANTS | $1,500 | |
| EDMOND HISTORICAL SOCIETY | ||||||||
| 431 S BOULEVARD | EDMOND | OK | 73034 | NONE | CHARITABLE | GRANT: MUSEUM QUALITY MOVEABLE WALLS | $5,480 | |
| EDMOND NORTH BAND BOOSTER INC | ||||||||
| PO BOX 30302 | EDMOND | OK | 73003 | NONE | CHARITABLE | GRANT: COMMUNICATIONS IMPROVEMENTS/WALKIE TALKIES | $3,934 | |
| EL SISTEMA OKLAHOMA INC | ||||||||
| 4747 GALLARDIA PARKWAY 200 | OKLAHOMA CITY | OK | 73142 | NONE | CHARITABLE | GRANT: 2016-2017 CONCERT SEASON AND PROGRAM SUPPORT | $25,000 | |
| FAUNALYTICS | ||||||||
| PO BOX 6476 | OLYMPIA | WA | 98507 | NONE | CHARITABLE | GRANT: ANIMAL PROTECTION RESEARCH LIBRARY | $10,000 | |
| FREEDOM SCHOOL OKLAHOMA CITY INC | ||||||||
| PO BOX 54364 | EDMOND | OK | 73083 | NONE | CHARITABLE | GRANT: FREEDOM SCHOOL OKLAHOMA CITY 2016 PROGRAM | $25,000 | |
| FRIENDS FOR FOLKS INC | ||||||||
| 1218 LINDSEY PLAZA DR | NORMAN | OK | 73071 | NONE | CHARITABLE | GRANT: FOUNDATIONAL DOCUMENTS & STRATEGIC PLANNING | $5,000 | |
| GENESEE FIRE PROTECTION DISTRICT | ||||||||
| 23455 CURRANT DRIVE | GOLDEN | CO | 80401 | NONE | CHARITABLE | GRANT: AHIMTA 2016 TRAINING & EDUCATION SYMPOSIUM | $10,000 | |
| GILCREASE MUSEUM MANAGEMENT TRUST | ||||||||
| 1400 N GILCREASE MUSEUM RD | TULSA | OK | 74127 | NONE | CHARITABLE | GRANT: GILCREASE ON WHEELS (FOR RURAL CENTRAL OK) | $25,000 | |
| GREEN BOX ARTS PROJECT | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | NONE | CHARITABLE | SPONSORSHIP OF 2016 GREEN BOX ART FESTIVAL | $5,000 | |
| GUTHRIE ART ESCAPE INC | ||||||||
| 110 E OKLAHOMA AVE | GUTHRIE | OK | 73044 | NONE | CHARITABLE | GRANT: 2016 GUTHRIE ESCAPE | $3,000 | |
| HARDING FINE ARTS ACADEMY | ||||||||
| 3333 N SHARTEL | OKLAHOMA CITY | OK | 73118 | NONE | CHARITABLE | GRANT: FROM BEETHOVEN AND BACH TO BILLY JOEL | $40,300 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 700 PROFESSIONAL DR | GAITHERSBURG | MD | 20879 | NONE | CHARITABLE | GRANT: $100000 HUMANE OKLAHOMA; $50000 GENERAL OPERATING SUPPORT | $150,000 | |
| JUNIOR ACHIEVEMENT OF OKLAHOMA INC | ||||||||
| 3947 S 103 E AVE | OKLAHOMA CITY | OK | 73112 | NONE | CHARITABLE | GRANT: PROGRAM SUPPORT FOR OKLAHOMA CITY REGION | $3,000 | |
| KCSC CLASSICAL RADIO FOUNDATION | ||||||||
| 100 NORTH GRAND BLVD 230 | OKLAHOMA CITY | OK | 73112 | NONE | CHARITABLE | GRANT: KUCO PERFORMANCE OK, KUCO SPOTLIGHT, 50TH ANNIVERSARY | $20,000 | |
| KEYSTONE ADVENTURE SCHOOL & FARM INC | ||||||||
| 19201 NORTH WESTERN AVE | EDMOND | OK | 73012 | NONE | CHARITABLE | GRANT: SAFE & SOUND (BARN DEMONSTRATION CLASSROOM) | $35,000 | |
| KISS INSTITUTE FOR PRACTICAL ROBOTICS | ||||||||
| 1818 W LINDSEY ST BLDG D STE 100 | NORMAN | OK | 73069 | NONE | CHARITABLE | GRANT: JUNIOR BOTBALL CHALLENGE PROGRAM | $7,500 | |
| LEAGUE OF WOMEN VOTERS | ||||||||
| 720 W WILSHIRE STE 101-1 | OKLAHOMA CITY | OK | 73108 | NONE | CHARITABLE | GRANT: 2016 OKLAHOMA VOTER GUIDE | $45,000 | |
| LIFE CHANGE BALLROOM | ||||||||
| 4509 TAMARISK DRIVE | OKLAHOMA CITY | OK | 73142 | NONE | CHARITABLE | GRANT: LIFE CHANGE ACADEMY INSTRUCTIONAL ASSISTANCE | $25,000 | |
| LYRIC THEATRE OF OKLAHOMA INC | ||||||||
| 1727 NW 16TH ST | OKLAHOMA CITY | OK | 73106 | NONE | CHARITABLE | GRANT: UNDERWRITE 2016 SUPPORT; TEACHER SALARIES; & MUSICAL INTE | $50,000 | |
| MERCY FOR ANIMALS | ||||||||
| 8033 SUNSET BLVD STE 864 | LOS ANGELES | CA | 90046 | NONE | CHARITABLE | GRANT: THE GLASS WALL PROJECT: ENSURING GOVERNMENT TRANSPARENCY | $25,000 | |
| METROPOLITAN SCHOOL OF DANCE INC | ||||||||
| PO BOX 14744 | OKLAHOMA CITY | OK | 73113 | NONE | CHARITABLE | GRANT: ANNUAL SUMMER DANCE CAMP - TEEN CAMP LIVE | $8,000 | |
| MINDY'S MEMORY PRIMATE SANCTUARY | ||||||||
| 2205 SW 24TH ST | NEWCASTLE | OK | 73065 | NONE | CHARITABLE | GRANT: SUPPORT OF MINDY'S MEMORY PRIMATE SANCTUARY | $10,000 | |
| MYRIAD GARDENS FOUNDATION | ||||||||
| 301 W RENO | OKLAHOMA CITY | OK | 73102 | NONE | CHARITABLE | SPONSORSHIP FOR COCKTAILS & CONVERSATIONS W/ MIKE MCGARTH | $1,500 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 2600 VIRGINIA AVE STE 1100 | WASHINGTON | DC | 20037 | NONE | CHARITABLE | GRANT: QUANAH PARKER'S STAR HOUSE: A PRESERVATION PLANNING PROCE | $25,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 505 E HUNTLAND DR STE 485 | AUSTIN | TX | 78752 | NONE | CHARITABLE | GRANT: GENERAL OPERATIONS | $6,000 | |
| NATIVE AMERICA HUMANE SOCIETY | ||||||||
| 3838 W CARSON ST STE 218 | TORRANCE | CA | 90503 | NONE | CHARITABLE | GRANT: TRIBAL LINK PROJECT | $5,000 | |
| NEWVIEW OKLAHOMA | ||||||||
| 501 N DOUGLAS AVE | OKLAHOMA CITY | OK | 73106 | NONE | CHARITABLE | GRANT: CREATIVE VISIONS ART PROGRAM FOR VISUALLY IMPAIRED | $20,000 | |
| NORMAN ARTS AND HUMANITIES COUNCIL | ||||||||
| 122 E MAIN ST | NORMAN | OK | 73069 | NONE | CHARITABLE | GRANT: MAINSITE CONTEMP. GALLERY & ADVMNT OF ARTS IN CNTL OK | $20,000 | |
| NORMAN MUSIC ALLIANCE INC | ||||||||
| 115 E GRAY ST | NORMAN | OK | 73069 | NONE | CHARITABLE | GRANT: 2016 NORMAN MUSIC FESTIVAL | $10,000 | |
| OK MOZART INC | ||||||||
| 415 S DEWEY STE 100 | BARTLESVILLE | OK | 74003 | NONE | CHARITABLE | GRANT: CHAMPIONING OKLAHOMA ORCHESSTRAS THROUGH OK MOZART | $5,000 | |
| OKLAHOMA ACADEMY FOR STATE GOALS | ||||||||
| 401 W MAIN ST STE 390 | NORMAN | OK | 73069 | NONE | CHARITABLE | GRANT: OK ELECTORAL PROCESS REFORM- INFORMED & ENGAGED CITIZENS | $10,000 | |
| OKLAHOMA ALLIANCE FOR ARTS EDUCATION | ||||||||
| PO BOX 1275 | JENKS | OK | 74037 | NONE | CHARITABLE | GRANT: PROFESSIONAL LEARNING TRAVEL GRANTS FOR ARTS EDUCATION | $4,500 | |
| OKLAHOMA ARTS INSTITUTE | ||||||||
| 111 NW 9TH ST | OKLAHOMA CITY | OK | 73102 | NONE | CHARITABLE | GRANT: 40TH ANNV. COMPREHENSIVE FUNDRAISING CAMPAIGN | $100,000 | |
| OKLAHOMA CITY COMMUNITY COLLEGE FOUNDATION | ||||||||
| 7777 SOUTH MAY AVE | OKLAHOMA CITY | OK | 73118 | NONE | CHARITABLE | GRANT: FILM AND VIDEO PROGRAM | $40,000 | |
| OKLAHOMA CITY COMMUNITY FOUNDATION | ||||||||
| PO BOX 1146 | OKLAHOMA CITY | OK | 73159 | NONE | CHARITABLE | KIRKPATRICK FOUNDATION FUND (4KFGF) 2016 CONTRIBUTION | $200,000 | |
| OKLAHOMA CITY COMMUNITY FOUNDATION | ||||||||
| PO BOX 1146 | OKLAHOMA CITY | OK | 73159 | NONE | CHARITABLE | GRANT: SECOND CHANCE ANIMAL SANCTUARY -ENDOWMENT HONORING ANNE M | $25,000 | |
| OKLAHOMA CITY HANDBELL ENSEMBLE INC | ||||||||
| 6413 N COLLEGE AVE | OKLAHOMA CITY | OK | 73132 | NONE | CHARITABLE | GRANT: 2016 CONCERT SERIES | $1,000 | |
| OKLAHOMA CITY METRO LITERACY COALITION | ||||||||
| 1444 NW 28TH ST | OKLAHOMA CITY | OK | 73106 | NONE | CHARITABLE | GENERAL OPERATING SUPPORT | $5,000 | |
| OKLAHOMA CITY PUBLIC SCHOOLS FOUNDATION | ||||||||
| 431 W MAIN ST | OKLAHOMA CITY | OK | 73102 | NONE | CHARITABLE | DONORSCHOOSE.ORG PARTNERSHIP | $50,000 | |
| OKLAHOMA CITY THEATRE COMPANY | ||||||||
| PO BOX 18226 | OKLAHOMA CITY | OK | 73154 | NONE | CHARITABLE | GRANT: SEASON 18 OPERATING & PROJECT SUPPORT | $10,000 | |
| OKLAHOMA COMMUNITY SERVICE COMMISION INC | ||||||||
| 730 W WILSHIRE STE 101 | OKLAHOMA CITY | OK | 73116 | NONE | CHARITABLE | GRANT: OKLAHOMA AMERICORPS - STRATEGIC PLAN | $25,000 | |
| OKLAHOMA CONFERENCE OF CHURCHES | ||||||||
| 301 NW 36TH ST | OKLAHOMA CITY | OK | 73118 | NONE | CHARITABLE | GRANT: SOCIAL JUSTICE ADVOCACY | $25,000 | |
| OKLAHOMA EDUCATIONAL TELEVISION AUTHORITY | ||||||||
| 7403 N KELLEY AVE | OKLAHOMA CITY | OK | 73111 | NONE | CHARITABLE | GRANT: PROGRAMMING | $50,000 | |
| OKLAHOMA FOUNDATION FOR EXCELLENCE | ||||||||
| 120 N ROBINSON STE 1420-W | OKLAHOMA CITY | OK | 73102 | NONE | CHARITABLE | GRANT: PROGRAM SUPPORT | $10,000 | |
| OKLAHOMA PHILHARMONIC SOCIETY INC | ||||||||
| 424 COLCORD DR STE B | OKLAHOMA CITY | OK | 73102 | NONE | CHARITABLE | GRANT: LINK UP & MUSIC DIRECTOR SEARCH | $62,500 | |
| OKLAHOMA SCHOOL OF SCIENCE & MATHEMATICS FOUNDATION | ||||||||
| 1141 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | NONE | CHARITABLE | GRANT: 2016-2017 FINE ARTS PROGRAM | $20,000 | |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | ||||||||
| 399 S MONROE | STILLWATER | OK | 74073 | NONE | CHARITABLE | GRANT: OSU-OKC VETERINARY TECHNOLOGY PROGRAM | $50,000 | |
| OKLAHOMA STATE UNIVERSITY FOUNDATION (FOR KOSU) | ||||||||
| 400 S MONROE | STILLWATER | OK | 74074 | NONE | CHARITABLE | GRANT: KOSU - ELECTION 2016: A JOURNEY OF DISCOVERY | $10,000 | |
| OKLAHOMA WATCH INC | ||||||||
| 395 W LINDSEY ST STE 3120D | NORMAN | OK | 73019 | NONE | CHARITABLE | GRANT: OKLAHOMA WATCH-OUT FORUMS ON STATE QUESTIONS | $10,000 | |
| OKLAHOMA YOUTH ORCHESTRA | ||||||||
| 2501 N BLACKWELDER | OKLAHOMA CITY | OK | 73106 | NONE | CHARITABLE | GRANT: 2016 PROGRAM SUPPORT | $30,000 | |
| OPRY HERITAGE FOUNDATION OF OKLAHOMA | ||||||||
| 2221 EXCHANGE AVE | OKLAHOMA CITY | OK | 73108 | NONE | CHARITABLE | GRANT: GANVILLE MUSIC SCHOOL - GROWING GRANVILLE | $20,000 | |
| ORGANIZATION FOR COMPETITIVE MARKETS | ||||||||
| PO BOX 6486 | LINCOLN | NE | 68506 | NONE | CHARITABLE | GRANT: RESEARCH & EDUCATION ON IMPACT OF COMMODITY GROUPS | $10,000 | |
| P C NORTH BAND BOOSTERS | ||||||||
| PO BOX 720877 | OKLAHOMA CITY | OK | 73162 | NONE | CHARITABLE | GRANT: GREAT PLAINS INTERNATIONAL MARIMBA COMPETITION | $1,500 | |
| PAWS CHICAGO | ||||||||
| 1997 N CLYBOURN AVE | CHICAGO | IL | 60614 | NONE | CHARITABLE | GRANT: OKLAHOMA DOG RESCUE TRANSPORTS | $2,500 | |
| PET FOOD PANTRY OF OKLAHOMA CITY INC | ||||||||
| PO BOX 57678 | OKLAHOMA CITY | OK | 73157 | NONE | CHARITABLE | GRANT: PETS OF SENIOR CITIZENS | $7,500 | |
| PHILANTHROPY SOUTHWEST | ||||||||
| 624 N GOOD-LATIMER EXPRESSWAY STE | DALLAS | TX | 75204 | NONE | CHARITABLE | GRANT: CAPACITY-BUILDING FOR GREATER IMPACT | $25,000 | 100 |
| PLAZA DISTRICT ASSOCIATION | ||||||||
| 1708 NW 16TH ST | OKLAHOMA CITY | OK | 73106 | NONE | CHARITABLE | GRANT: 2016 PLAZA DISTRICT FESTIVAL | $3,000 | |
| PRAIRIE DANCE THEATRE INC | ||||||||
| PO BOX 16079 | OKLAHOMA CITY | OK | 73113 | NONE | CHARITABLE | GRANT: SPRING PROGRAMMING & INFASTRUCTURE | $6,000 | |
| PRESERVATION OKLAHOMA INC | ||||||||
| 405 NW 15TH ST | OKLAHOMA CITY | OK | 73103 | NONE | CHARITABLE | GRANT: THE PRACTICAL SIDE OF HISTORIC PRESERVATION | $10,000 | |
| PROJECT PROMISE | ||||||||
| 6900 N KELLEY AVE | OKLAHOMA CITY | OK | 73111 | NONE | CHARITABLE | GRANT: 2016 SUMMER YOUTH PROGRAM | $3,500 | |
| PUTNAM CITY PUBLIC SCHOOLS FOUNDATION | ||||||||
| 5401 NW 40TH ST | OKLAHOMA CITY | OK | 73122 | NONE | CHARITABLE | GRANT: ENGLISH LITERACY FOR IMMIGRANT PARENTS & YOUTH | $25,000 | |
| RAIN DROP FOUNDATION INC | ||||||||
| 4444N CLASSEN BLVD | OKLAHOMA CITY | OK | 73118 | NONE | CHARITABLE | GRANT: TURKISH FOOD & ART FESTIVAL | $2,500 | |
| RAINBOW FLEET INC | ||||||||
| 3024 PASEO | OKLAHOMA CITY | OK | 73103 | NONE | CHARITABLE | GRANT: MOBILE TRAINING AND LENDING PROGRAM | $20,000 | |
| REDEEMING THE FAMILY | ||||||||
| PO BOX 8073 | EDMOND | OK | 73083 | NONE | CHARITABLE | GRANT: MESSAGES FROM MOM/DAD PROGRAM | $10,000 | |
| SAVE THE ILLINOIS RIVER INC | ||||||||
| 24369 E 757 RD | TAHLEQUAH | OK | 74464 | NONE | CHARITABLE | GRANT: GENERAL OPERATIONS | $10,000 | |
| SKY FOUNDATION INC | ||||||||
| 4230 N SANTA FE AVE | OKLAHOMA CITY | OK | 73118 | NONE | CHARITABLE | GRANT: SPRING 2016 ACADEMIC EXCELLENCE COMPETITIONS | $9,000 | |
| SMART START CENTRAL OKLAHOMA | ||||||||
| PO BOX 21505 | OKLAHOMA CITY | OK | 73156 | NONE | CHARITABLE | GRANT: EARLY BIRDS AT VARIETY CARE | $7,500 | |
| SOUTHERN NAZARENE UNIVERSITY | ||||||||
| 6729 NW 39TH NW EXPRESSWAY | BETHANY | OK | 73008 | NONE | CHARITABLE | GRANT: SPRING MUSIC CONCERT JAZZ PERFORMANCE | $5,000 | |
| TEEN RECOVERY SOLUTIONS | ||||||||
| 720 W WILSHIRE STE 101-A | OKLAHOMA CITY | OK | 73116 | NONE | CHARITABLE | GRANT: ARTS INTEGRATION FOR ADOLESCENT RECOVERY | $20,000 | |
| TINY PAWS KITTEN RESCUE INC | ||||||||
| 901 S LOWRY | STILLWATER | OK | 74074 | NONE | CHARITABLE | GRANT: INFRASTRUCTURE/RESTRUCTURE | $11,000 | |
| TRUST FOR CONSERVATION INNOVATION | ||||||||
| 405 14TH ST STE 164 | OAKLAND | CA | 94612 | NONE | CHARITABLE | GRANT: ANIMAL AGRICULTURE REFORM COLLABORATIVE (AARC) | $10,000 | |
| TULSA OPERA INC | ||||||||
| 1610 S BOULDER AVE | TULSA | OK | 74119 | NONE | CHARITABLE | GRANT: OPERA ON TOUR! | $5,000 | |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | ||||||||
| PO BOX 258856 | OKLAHOMA CITY | OK | 73125 | NONE | CHARITABLE | GRANT: KGOU- ELECTION 2016: A JOURNEY OF DISCOVERY | $10,000 | |
| US FDN FOR THE INSPIRATION & RECOGNITION SCIENCE & TECH | ||||||||
| 200 BEDFORD ST 5TH FLOOR | MANCHESTER | NH | 031011132 | NONE | CHARITABLE | GRANT: 2016 OKLAHOMA REGIONAL- FIRST ROBOTICS COMPETITION | $10,000 | |
| WEST NICHOLS HILLS ELEMENTARY SCHOOL | ||||||||
| 8400 GREYSTONE AVE | OKLAHOMA CITY | OK | 73120 | NONE | CHARITABLE | DONATION: DRUMMING FOR DEVELOPMENT IN HONOR OF JOHN & ELENORE KIRKPATRICK | $200 | |
| WILDCARE FOUNDATION | ||||||||
| 7601 84TH ST | NOBLE | OK | 73068 | NONE | CHARITABLE | GRANT: OPERATION SUPPORT | $35,000 | |
| WINGS OF RESCUE INC | ||||||||
| 5959 TOPANGA CANYON DR STE 285 | WOODLAND HILLS | CA | 91367 | NONE | CHARITABLE | GRANT: SAVING OKLAHOMA SHELTER DOGS | $1,000 | |
| WOMEN LEAD OK INC | ||||||||
| PO BOX 54741 | OKLAHOMA CITY | OK | 73154 | NONE | CHARITABLE | GRANT: WOMEN LEAD NETWORK | $10,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAC DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | CHARITABLE | GENERAL OPERATIONAL SUPPORT | $65,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,970,414 | 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 | $215,413 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $900,849 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $312,120 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,148,593 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,576,975 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,576,975 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $18,570 | Amt |
| Net Investment Income | $9,285 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,285 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (32 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC. 2.95% 05/15/2016 | $0 | $0 |
| AT&T INC. 1.4% 12/01/2017 | $248,138 | $249,450 |
| AMGEN INC. 2.3% DUE 06/15/2016 | $0 | $0 |
| APPLE INC (500,000 2/9/22 2.15%) | $496,806 | $491,655 |
| BANK ONE MICH (200,000 11/1/24, 8.25%) | $256,874 | $255,862 |
| BERKSHIRE HATHAWAY INC DUE 08/15/2016 | $0 | $0 |
| CATERPILLAR INC. DUE 12/15/2018 | $562,485 | $558,085 |
| COMENITY CAPITAL BANK DUE 8/17/2020 | $250,000 | $254,983 |
| CONOCOPHILLIPS DUE 02/01/2019 5.75% | $541,905 | $537,185 |
| WALT DISNEY COMPANY DTD 03/15/2019 5.5% | $271,715 | $270,070 |
| GENEREAL ELECTRIC DUE 12/06/2017 5.25% | $517,785 | $517,970 |
| GENEREAL ELECTRIC DUE 10/9/2022 | $500,000 | $499,910 |
| HALLIBURTON COMPNAY 5.9% 09/15/2018 | $537,110 | $532,135 |
| INTL BUSINESS MACHINES CORP DUE 10/15/2018 1.95%7.625 | $278,468 | $276,010 |
| INTL BUSINESS MACHINES CORP DUE 01/05/2016 2% | $0 | $0 |
| INTL BUSINESS MACHINES CORP DUE 07/22/2016 1.95% | $0 | $0 |
| JPMORGAN CHASE BK ($250K,6/13/16, 5.875%) | $0 | $0 |
| JP MORGAN CHASE & CO DUE 10/22/2019 | $500,685 | $502,010 |
| LOWES COS INC. 2.125% DUE 04/15/2016 | $0 | $0 |
| MICROSOFT CORP 2.5% DUE 02/08/2016 | $0 | $0 |
| MICROSOFT CORP (500,000 2/12/22 2.375%) | $503,715 | $497,990 |
| PEPSICO INC. DUE 01/15/2020 | $533,225 | $538,025 |
| PEPSICO INC. DUE 05/10/2016 | $0 | $0 |
| STATE BANK INDIA DUE 08/19/2019 | $250,000 | $253,863 |
| TEVA PHARM FIN 2.4% 11/10/2016 | $0 | $0 |
| VERIZON COMMUNICATIONS 11/01/2016 2% | $0 | $0 |
| WELLS FARGO & CO 5.625% 12/11/2017 | $259,390 | $259,190 |
| WELLS FARGO & CO 3.676% 06/15/2016 | $0 | $0 |
| WESTPAC BANKING CORP. 07/15/2016 | $0 | $0 |
| WELLS FARGO & CO 500,000 7/26/21 2.10% | $493,880 | $486,530 |
| MERCK & CO INC 500,000 2/10/22 2.35% | $501,935 | $496,495 |
| EXXON MOBIL CORPORATION 500,000 3/6/22 2.397% | $503,040 | $497,445 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $175,479 | $384,100 |
| ABBVIE INC. | $204,224 | $670,034 |
| ACCENTURE PLC-CL A | $223,748 | $632,502 |
| AECOM | $131,648 | $232,704 |
| AFFILIATED MANAGERS GROUP | $124,800 | $479,490 |
| ALIGN TECHNOLOGY INC | $141,678 | $240,325 |
| ALLERGAN PLC | $316,199 | $231,011 |
| AMERICAN INTL GROUP INC | $220,705 | $261,240 |
| APPLE COMPUTER INC | $104,578 | $2,380,101 |
| AT&T INC | $203,920 | $255,180 |
| CARMAX INC | $198,132 | $965,850 |
| CHEVRON CORP | $165,544 | $353,100 |
| CHICAGO BRIDGE & IRON-NY SHR | $202,024 | $234,950 |
| CISCO SYSTEMS INC | $7,791 | $755,500 |
| CME GROUP INC | $1,127,703 | $957,405 |
| COMCAST CORP CLASS A | $127,768 | $490,255 |
| COMMUNITY HEALTH SYSTEMS INC | $82,488 | $10,621 |
| CORE LABORATORIES NV | $50,339 | $54,018 |
| CRITEO SA-SPON ADR | $67,926 | $61,620 |
| DIAGEO SPONSORED ADR NEW | $106,523 | $135,122 |
| DISNEY | $279,938 | $870,237 |
| DU PONT E I DE NEMOURS & CO | $166,956 | $256,900 |
| EMERSON ELECTRIC CO | $398,576 | $563,075 |
| EOG RESOURCES INC | $168,229 | $192,090 |
| ERICSSON LM TEL-SP ADR | $125,447 | $58,300 |
| EXELON CORP | $0 | $0 |
| EXPRESS SCRIPTS HOLDING CO | $219,880 | $261,402 |
| EXXON MOBIL CORP | $425,714 | $523,508 |
| FACEBOOK INC-A | $162,208 | $287,625 |
| FISERV | $129,228 | $467,632 |
| GENERAL ELECTRIC CO | $196,500 | $347,600 |
| GENERAL MILLS | $263,584 | $574,461 |
| GILEAD SCIENCES INC | $575,227 | $393,855 |
| GLAXOSMITHKLINE PLC | $223,100 | $192,550 |
| GOLDMAN SACHS | $306,245 | $323,258 |
| ALPHABET INC-CL A | $212,636 | $1,089,619 |
| ALPHABET INC-CL C | $243,654 | $1,180,113 |
| HCA HOLDINGS INC | $217,289 | $185,050 |
| HONDA MOTOR | $51,499 | $43,785 |
| HUMANA INC | $164,061 | $214,232 |
| IHS INC | $0 | $0 |
| IHS MARKIT LTD | $345,880 | $692,650 |
| ILLINOIS TOOLS WORKS INC | $232,808 | $1,114,386 |
| INTEL CORP | $171,766 | $961,155 |
| INTL BUSINESS MACHINES CORP | $197,604 | $323,681 |
| INTUIT | $278,727 | $607,433 |
| INTUITIVE SURGICAL INC | $365,702 | $871,984 |
| IRON MOUNTAIN INC | $0 | $0 |
| ISHARES MSCI MSCI EMERGING MKTS MINIMUM VOLATILITY | $190,518 | $156,512 |
| ISHARES MSCI EAFE ETF | $949,350 | $839,972 |
| ISHARES MSCI EMERGING MARKETS ETF | $781,884 | $742,212 |
| ISHARES RUSSELL 2000 ETF | $1,386,956 | $2,332,905 |
| JOHNSON & JOHNSON | $262,340 | $455,080 |
| JPMORGAN CHASE & CO. | $340,551 | $1,247,322 |
| KINDER MORGAN INC | $449,048 | $566,978 |
| KRAFT HEINZ CO/THE | $191,164 | $387,090 |
| MALLINCKRODT PLC | $85,054 | $72,837 |
| MEDIDATA SOLUTIONS INC | $100,677 | $99,340 |
| MEDTRONIC INC | $307,110 | $558,230 |
| MICROSOFT CORP | $197,296 | $472,264 |
| MONDELEZ INTERNATIONAL INC-A | $294,386 | $589,589 |
| MSCI INC | $114,380 | $299,364 |
| NETSCOUT SYSTEMS INC | $106,851 | $94,500 |
| NETSUITE INC | $0 | $0 |
| NEXTERA ENERGY INC | $300,630 | $657,030 |
| ORACLE CORPORATION | $335,683 | $653,650 |
| PAYCHEX INC | $106,439 | $213,080 |
| PEPSICO INC | $557,980 | $1,402,042 |
| PFIZER INC | $160,517 | $237,104 |
| PROCTER & GAMBLE CO | $396,004 | $1,042,592 |
| PROLOGIS INC | $69,238 | $515,230 |
| PUBLIC SERVICE ENTERPRISE GP | $140,793 | $197,460 |
| QUALCOMM | $187,891 | $1,421,360 |
| SCHLUMBERGER LTD | $129,137 | $226,665 |
| STERICYCLE INC | $290,265 | $936,036 |
| SANOFI-ADR | $89,092 | $76,836 |
| T ROWE PRICE GROUP INC | $299,606 | $451,560 |
| TEVA PHARMACEUTICAL INDS ADR | $103,940 | $108,750 |
| TRIMBLE NAVIGATION LTD | $253,451 | $397,980 |
| U.S. BANCORP NEW | $274,982 | $410,960 |
| UNILEVER N V -NY SHARES | $133,481 | $135,498 |
| UNITEDHEALTH GROUP INC | $114,489 | $472,118 |
| UNIVERSAL HEALTH SERVICES | $245,901 | $191,484 |
| VERIZON COMMUNICATIONS | $365,205 | $494,352 |
| VODAFONE GROUP PLC-SP ADR | $65,530 | $67,500 |
| WALGREEN COMPANY | $165,220 | $413,800 |
| WELLS FARGO & CO | $308,550 | $468,435 |
| WISDOMTREE EMERGING MARKETS SMALL CAP DIV | $241,850 | $178,928 |
| XYLEM INC | $256,085 | $500,152 |
| YUM BRANDS INC | $169,953 | $316,650 |
| YUM CHINA HOLDINGS INC | $70,603 | $130,600 |
| DELPHI AUTOMOTIVE PLC | $245,011 | $235,725 |
| LOWES COS INC | $298,597 | $284,480 |
| QUORUM HEALTH CORP | $17,594 | $3,453 |
| VANGUARD INT APP INDX FD | $104,508 | $105,576 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,300,018 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,310,478 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,966 | LegalFeesAmt |
| Net Investment Income | $983 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $983 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ART COLLECTION | Desc |
| BOY Book Value | $84,719 | BOYBookValueAmt |
| EOY Book Value | $54,119 | EOYBookValueAmt |
| EOYFMV | $54,119 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES, MAINTENANCE | $7,854 | $3,927 | $0 | $3,927 |
| INSURANCE | $11,768 | $7,845 | $0 | $3,923 |
| COMPUTER INTERNET LINK | $36,818 | $36,818 | $0 | $0 |
| EQUIPMENT RENTAL | $8,361 | $0 | $0 | $8,361 |
| ANNUAL REPORT | $10,220 | $0 | $0 | $10,220 |
| EDUCATION | $1,515 | $0 | $0 | $1,515 |
| PROGRAM - ARTDESK | $585,880 | $0 | $0 | $585,880 |
| MISC EXPENSES | -$712 | -$712 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $205,285 | $205,285 |
| OIL & GAS LEASE BONUS | $99,023 | $99,023 |
| OTHER INCOME | $7,812 | $7,812 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $11,506 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OIL & GAS MINERALS MGMT FEE | $164,556 | $164,556 | $0 | $0 |
| OTHER PROFESSIONAL FEES | $1,405 | $1,405 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GROSS PRODUCTION TAX | $14,848 | $14,848 | $0 | $0 |
| FOREIGN TAX (ON DIVIDENDS) | $9,058 | $9,058 | $0 | $0 |
| PROPERTY TAX | $517 | $517 | $0 | $0 |
| EXCISE TAX | $83,579 | $0 | $0 | $0 |