STRATEGY STUDIO / PUBLIC DATA EXPLORER

KIRKPATRICK FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
KIRKPATRICK FOUNDATION INC (EIN 73-0701736)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-09-19
IRS object ID
201602639349100200
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-09-19T08:14:54-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1531 COUCH DRAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN730701736EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIRKPATRICK FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKIRKBusinessNameControlTxt
Phone4056080935PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 WEST WILSHIRE BLVD 4TH FLOORAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHAIRMANPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone4056080935PhoneNum
Signature2016-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERRY BOEHRERPreparerPersonNm
PTINP00179476PTIN
Phone4052397961PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$62,503,672FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$296,536InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$296,536InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$920,125DividendsRevAndExpnssAmt
Dividends Net Invst Incm$920,125DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,948,456NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,222,948GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,948,456CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$552,288OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$552,288OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$3,717,405TotalRevAndExpnssAmt
Total Net Invst Incm$3,717,405TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$217,156CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$19,606CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$197,550CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$231,454OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$34,718OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$196,736OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$806LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$403LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$403LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$9,325AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$9,325AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$173,117OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$173,117OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$66,315TaxesRevAndExpnssAmt
Taxes Net Invst Incm$31,962TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$12,507DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$6,803OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$3,402OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$3,401OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$15,290TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$7,645TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$7,645TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$4,928PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$2,464PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$2,464PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$755,645OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$41,322OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$714,323OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,502,671TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$323,964TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,131,847TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,974,475ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,974,475ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,477,146TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$323,964TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,106,322TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$240,259ExcessRevenueOverExpensesAmt
Net Investment Income$3,393,441NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,374,053SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,940,318SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,940,318SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$162,292AcctRcvblAmt
Acct Rcvbl BOY$179,477AcctRcvblBOYAmt
Acct Rcvbl EOY$162,292AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$162,292AcctRcvblEOYFMVAmt
US Government Obligations BOY$3,119,622USGovernmentObligationsBOYAmt
US Government Obligations EOY$2,899,622USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$2,909,583USGovtObligationsEOYFMVAmt
Corporate Stock BOY$22,149,494CorporateStockBOYAmt
Corporate Stock EOY$22,645,732CorporateStockEOYAmt
Corporate Stock EOYFMV$41,987,916CorporateStockEOYFMVAmt
Corporate Bonds BOY$9,425,050CorporateBondsBOYAmt
Corporate Bonds EOY$8,480,662CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8,427,743CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$143,402InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$143,402InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$266LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$1,942,624LandBldgInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$124,071LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$75,594LandBldgEquipAccumDeprecAmt
Land BOY$60,984LandBOYAmt
Land EOY$48,477LandEOYAmt
Land EOYFMV$48,477LandEOYFMVAmt
Other Assets BOY$84,719OtherAssetsBOYAmt
Other Assets EOY$84,719OtherAssetsEOYAmt
Other Assets EOYFMV$84,719OtherAssetsEOYFMVAmt
Total Assets BOY$41,393,665TotalAssetsBOYAmt
Total Assets EOY$41,261,822TotalAssetsEOYAmt
Total Assets EOYFMV$62,503,672TotalAssetsEOYFMVAmt
Accounts Payable BOY$70,074AccountsPayableBOYAmt
Accounts Payable EOY$62,399AccountsPayableEOYAmt
Grants Payable BOY$1,240,000GrantsPayableBOYAmt
Grants Payable EOY$201,450GrantsPayableEOYAmt
Total Liabilities BOY$1,310,074TotalLiabilitiesBOYAmt
Total Liabilities EOY$263,849TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$40,083,591UnrestrictedBOYAmt
Unrestricted EOY$40,997,973UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$40,083,591TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$40,997,973TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$41,393,665TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,261,822TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$40,083,591TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$240,259ExcessRevenueOverExpensesAmt
Other Increases$674,123OtherIncreasesAmt
Subtotal$40,997,973SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$40,997,973TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ABBOTT LABORATORIESP2014-01-012015-12-31$30,582$19,851$10,731$10,731
APPLE COMPUTER INCP2014-01-012015-12-31$879,613$36,035$843,578$843,578
CHEMOURSP2014-01-012015-12-31$6,528$6,528$6,528
CHICAGO BRIDGE & IRON-NY SHRP2014-01-012015-12-31$26,985$15,340$11,645$11,645
COVIDIEN PLCP2014-01-012015-12-31$130,203$143,864-$13,661-$13,661
DISNEYP2014-01-012015-12-31$178,879$56,752$122,127$122,127
EXELIS INCP2014-01-012015-12-31$203,857$85,336$118,521$118,521
EXELON CORPP2014-01-012015-12-31$47,987$64,366-$16,379-$16,379
EXPRESS SCRIPTS HOLDING COP2014-01-012015-12-31$100,902$76,244$24,658$24,658
FISERVP2014-01-012015-12-31$131,997$46,992$85,005$85,005
GENERAL MILLSP2014-01-012015-12-31$39,431$19,915$19,516$19,516
GLAXOSMITHKLINE PLCP2014-01-012015-12-31$46,142$44,620$1,522$1,522
ALPHABET INC-CL AP2014-01-012015-12-31$110,060$31,632$78,428$78,428
ALPHABET INC-CL CP2014-01-012015-12-31$97$97$97
HUMANA INCP2014-01-012015-12-31$45,124$37,279$7,845$7,845
IHS INCP2014-01-012015-12-31$150,031$103,392$46,639$46,639
INTL BUSINESS MACHINES CORPP2014-01-012015-12-31$43,900$32,769$11,131$11,131
INTUITP2014-01-012015-12-31$52,571$26,295$26,276$26,276
IRON MOUNTAIN INCP2014-01-012015-12-31$27,871$15,971$11,900$11,900
ISHARES RUSSELL 2000 ETFP2014-01-012015-12-31$413,180$289,427$123,753$123,753
JOHNSON & JOHNSONP2014-01-012015-12-31$75,556$49,987$25,569$25,569
KINDER MORGAN INCP2014-01-012015-12-31$1$1$1
MEDTRONIC INCP2014-01-012015-12-31$14$14$14
MSCI INCP2014-01-012015-12-31$31,439$15,050$16,389$16,389
ORACLE CORPORATIONP2014-01-012015-12-31$88,812$51,300$37,512$37,512
PEPSICO INCP2014-01-012015-12-31$55,157$39,810$15,347$15,347
QUALCOMMP2014-01-012015-12-31$209,688$164,100$45,588$45,588
STERICYCLE INCP2014-01-012015-12-31$49,031$27,272$21,759$21,759
UNITEDHEALTH GROUP INCP2014-01-012015-12-31$87,133$29,107$58,026$58,026
VODAFONE GROUP PLC-SP ADRP2014-01-012015-12-31$129,730$94,871$34,859$34,859
VOLKSWAGON AGP2014-01-012015-12-31$28,869$50,209-$21,340-$21,340
WALGREEN COMPANYP2014-01-012015-12-31$173,293$66,088$107,205$107,205
WHOLE FOODS MKT INCP2014-01-012015-12-31$60,140$34,887$25,253$25,253
BANK AMER CORP DUE 09/01/2015 3.7%P2014-01-012015-12-31$500,000$500,800-$800-$800
GENEREAL ELECTRIC DUE 06/29/2015 3.5%P2014-01-012015-12-31$200,000$202,860-$2,860-$2,860
GENEREAL ELECTRIC DUE 11/09/2015 2.25%P2014-01-012015-12-31$250,000$250,963-$963-$963
GOLDMAN SACHS GROUP DUE 08/01/2015 3.7%P2014-01-012015-12-31$625,000$627,249-$2,249-$2,249
HSBC FIN CORP DUE 10/15/2015 2.9%P2014-01-012015-12-31$200,000$196,354$3,646$3,646
MORGAN STANLEY DUE 10/15/2015 5.375%P2014-01-012015-12-31$500,000$507,505-$7,505-$7,505
GRAND RIVER DAM AUTH OK DTD (3.71%)P2014-01-012015-12-31$100,000$100,000$0$0
UNIVERSITY OKLA REVS DTD (4.59%)P2014-01-012015-12-31$120,000$120,000$0$0
CAPITAL GAINS DIVIDENDSP2014-01-012015-12-31$73,145$73,145$73,145
FieldValueIRS element (for citing)
Capital Gain Net Income$1,948,456CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,730,585AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$64,165,577NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042555DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,790,478AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$59,353,529NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047015DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,384,658AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$48,396,766NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049273DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,813,299AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$41,756,216NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043426DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,243,611AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$39,772,183NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056412DistributionYr5Rt
Total Distribution0.238681TotalDistributionRt
Average Distribution0.047736AverageDistributionRt
Net Vl Noncharitable Assets$64,581,620NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,082,868AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$33,934NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,116,802AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,106,322QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$67,869InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$67,869SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$67,869TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$35,200EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$51,500AppliedToEsTaxAmt
Total Payments And Credits$86,700TotalPaymentsAndCreditsAmt
Overpayment$18,831OverpaymentAmt
Applied To ES Tax$18,831AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTP://KIRKPATRICKFOUNDATION.COM/WebsiteAddressTxt
Individual With BooksKIRKPATRICK FOUNDATIONIndividualWithBooksNm
Phone4058402882PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11001 WEST WILSHIRE BLVD 4TH FLOORAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731268822ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHRISTIAN K KEESEE
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116CHAIRMAN1.00$0$0$0
ROBERT CLEMENTS
PO BOX 14538OKLAHOMA CITYOK73118PRESIDENT1.00$0$0$0
REBECCA LOVE MCCUBBIN
1601 WESTMINSTER PLACENICHOLS HILLSOK73120V. PRESIDENT1.00$0$0$0
LOUISA MCCUNE-ELMORE
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116SECRETARY (EX-OFFICIO)40.00$130,705$14,135$0
GEORGE BACK
2520 NW 59TH STREETOKLAHOMA CITYOK73112TRUSTEE1.00$0$0$0
DR ANNE H MORGAN
4701 FOUNTAINGATE DRIVENORMANOK73072TRUSTEE1.00$0$0$0
GEORGE RECORDS
PO BOX 26750OKLAHOMA CITYOK73126TRUSTEE1.00$0$0$0
MISCHA GORKUSCHA
11316 SHADY GLEN ROADOKLAHOMA CITYOK73126TRUSTEE1.00$0$0$0
MARK ROBERTSON
9658 NORTH MAY AVENUE SUITE 200OKLAHOMA CITYOK73120TRUSTEE1.00$0$0$0
DR JOE HOWELL
1704 KINGSBURGY LANENICHOLS HILLSOK73116TRUSTEE1.00$0$0$0
MEG SALYER
811 NORTH BROADWAYOKLAHOMA CITYOK73102TRUSTEE1.00$0$0$0
LIZ EICKMAN
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116TRUSTEE1.00$0$0$0
JEANNE HOFFMAN SMITH
7106 BRENTWOODNICHOLS HILLSOK73116TRUSTEE1.00$0$0$0
MAX WEITZENHOFFER
1100 CHERRYSTONE CIRCLENORMANOK73072TRUSTEE1.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonKATHY E MCCORDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 W WILSHIRE BLVD 4TH FLOORAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73116ZIPCd
FieldValueIRS element (for citing)
TitleOFFICE ADMINISTRATORTitleTxt
Average Hrs Per Wk Devoted To Pos40.00AverageHrsPerWkDevotedToPosRt
Compensation$51,309CompensationAmt
Employee Benefits$0EmployeeBenefitsAmt
Expense Account$0ExpenseAccountAmt
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THIS PROGRAM INITIATED THE DESIGN, EDITING, PUBLICATION, AND MAILING OF 15,000 COPIES OF THE ARTDESK PERIODICAL, A PERIODICAL WHOSE PURPOSE IS TO EDUCATE STUDENTS AND THE GENERAL PUBLIC IN THE ARTS AND TO SUPPORT OTHER NONPROFIT ORGANIZATIONS IN COLORADO, OKLAHOMA, AND TEXAS. A TOTAL OF 11,700 COPIES HAVE BEEN DISTRIBUTED VIA SCHOOLS, NEWSTANDS, STORES, AND 186 CONTINUING SUBSCRIBERS.Description1Txt
Expenses1$315,032Expenses1Amt
Description2A) PRODUCTION OF A DOCUMENTARY FILM ABOUT THE DOG TRAINING PROGRAM USING MALE PRISONERS AT AN OKLAHOMA PRISON. THE INITIAL SCREENING WAS VIEWED BY 480 PEOPLE. THE FILM WAS DONATED TO THE OKLAHOMA CITY COMMUNITY COLLEGE'S FILM DEPARTMENT. BECAUSE OF THE BENEFITS OF THE DOG TRAINING PROGRAM HIGHLIGHTED BY THIS FILM, A WOMEN'S PRISON FACILITY IS CONSIDERING A SIMILAR PROGRAM. B) FACILITATED TWO OKLAHOMA ROUNDTABLE FOR ANIMAL WELFARE MEETINGS WHICH BROUGHT TOGETHER 25-30 LEADERS OF ANIMAL PLATFORMS AND INDUSTRY TO DISCUSS THE WELL-BEING OF AND BEST PRACTICES IN THE HANDLING OF OKLAHOMA ANIMALS, CORE VALUES, INCLUDING RESPECT FOR DIFFERENCES AND A POSITION OF NON-ADVOCACY.C) CREATION OF A BASELINE STUDY AND TELEPHONE POLL TO ASSESS THE STATUS OF OKLAHOMA ANIMALS AND THEIR NEEDS AND THE PUBLICATION OF A BIENNIAL REPORT TO THEGENERAL PUBLIC FEATURING RESEARCH, PROGRESS, AND ONGOING EFFORTS.D) OTHER SERVICES AND ACTIVITIES SUPPORTING ANIMAL WELFARDescription2Txt
Expenses2$354,257Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$58,959,804AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,529,472AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,075,820FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$65,565,096TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$65,565,096AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$983,476CashDeemedCharitableAmt
Net Vl Noncharitable Assets$64,581,620NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,229,081MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,229,081MinimumInvestmentReturnAmt
Tax Based On Investment Income$67,869TaxBasedOnInvestmentIncomeAmt
Total Tax$67,869TotalTaxAmt
Distributable Before Adj$3,161,212DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,161,212DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,161,212DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,106,322ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,106,322QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,106,322AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,161,212DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$49,457ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$49,457TotalExcessDistributionCyovAmt
Qualifying Distributions$3,106,322QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,106,322AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$49,457ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$49,457ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$5,433UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKIRKPATRICK FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11001 W WILSHIRE BLVD 4TH FLOORAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73116ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4056080934RecipientPhoneNum
Recipient Email AddressLOUISA@KIRKPATRICKFOUNDATION.COMRecipientEmailAddressTxt
Form And Info And MaterialsTHE APPLICATION SHOULD BE IN LETTER FORM SPECIFYING PURPOSE AND NEED.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHE 15TH OF FEB, MAY, AUG, AND NOV FOR BOARD OF TRUSTEES MEETINGSSubmissionDeadlinesTxt
Restrictions On AwardsSUPPORT TO CULTURAL, BENEVOLENT, EDUCATIONAL, ENVIRONMENTAL AND YOUTH-SERVING ORGANIZATIONS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A NEW LEASH ON LIFE INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: STRATEGIC PLANNING$4,000
A NEW LEASH ON LIFE INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLESTRATEGIC PLANNING GRANT-$2,000
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: DRAWING ON MEMORIES$7,500
AMERICAN ASSOCIATION OF ZOO VETERINARIANS
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: INTERNATIONAL VETERINARIAN CONFERENCE FUND$3,000
AMERICAN HUMANE ASSOCIATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: RED STAR MIDWEST EXPANSION IN OKLAHOMA$150,000
AMERICANS FOR THE ARTS INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: NEW COMMUNITY VISIONS INITIATIVE$10,000
AUSTIN HARTEL DANCE COMPANY
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 2015 SEASON$6,000
BASIC ANIMAL RESCUE TRAINING
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: BART FOR FIREFIGHTERS & FIRST RESPONDERS IN OKLAHOMA$8,000
BELLA FOUNDATION SPCA
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: STRATEGIC PLANNING & CONSULTING SERVICES$5,500
BEST FRIENDS OF PETS INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: SPAYWAY SPAY/NEUTER CLINIC - STEEL CAGES$10,000
BLACK LIBERATED ARTS CENTER INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: STEM TO STEAM TO STELLER+PROGRAM$15,000
BLAZE'S TRIBUTE EQUINE RESCUE INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: VETERINARY CARE AND OPERATIONAL SUPPORT$9,500
CANTERBURY CHORAL SOCIETY
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: COMMISSIONED WORK 2016-2017 SEASON OPENING CO$10,000
CENTRAL OKLAHOMA HUMANE SOCIETY
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLETAX-DEDUCTABLE PORTION OF 2015 HERO AWARDS GALA TICKET$85
CENTRAL OKLAHOMA HUMANE SOCIETY
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$1,000
CHILDREN'S CENTER INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANTS: EDUCATIONAL OPPORTUNITIES FOR CHILDREN W/ PHYSICAL DISAB$15,000
CHISHOLM TRAIL HERITAGE CENTER ASSOCIATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: EDUCATION PROGRAM 2016$4,950
CHOREGUS PRODUCTIONS INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: DEEPLY ROOTED THEATER PERFORMANCE & REIDENCY$5,000
CIMARRON CIRCUIT OPERA COMPANY
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 2015-2016 SCHOLASTIC OPERA TOUR$18,000
DEADCENTER FILM FESTIVAL INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 2015 FILM FESTIVAL$25,000
DOMESTIC VIOLENCE INTERVENTION SERVICES INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KENNEL SUPPORT AND SPECIALIZED VET SERVICES$10,000
DOWN SYNDROME ASSOCIATION OF CENTRAL OKLAHOMA
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: EDUCATION WORKSHOP SERIES$5,000
EL SISTEMA OKLAHOMA INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: EL SISTEMA OKLAHOMA CONCERT SEASON$10,000
ENID ARTS & SCIENCES FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: LEONARDO'S CHILDREN'S MUSEUM CRITTERS CLUBHOUSE$35,000
FREEDOM SCHOOL OKLAHOMA CITY INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: PROGRAM EXPENSES$25,000
GREEN BOX ARTS PROJECT
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLESPONSORSHIP OF 2015 GREEN BOX ARTS FESTIVAL$5,000
GUILD OF ST GEORGE
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
GUITAR FOUNDATION OF AMERICA
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 2015 CONVENTION & COMPETITION IN OKLAHOMA CITY$25,000
GUTHRIE ART ESCAPE INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 2015 GUTHRIE ESCAPE$2,500
GUTHRIE ARTS AND HUMANITIES COUNCIL
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLESTAGE LIGHTING$25,000
GUTHRIE ARTS AND HUMANITIES COUNCIL
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLESEASON SUPPORT$10,000
HOME INTEGRATION INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: DEMONSTRATION & TRAINING FACILITY$50,000
HUMANE SOCIETY OF THE UNITED STATES
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: OKLAHOMA HUMANE CAMPAIGN$150,000
HUMANE SOCIETY OF THE UNITED STATES
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: FARM EDUCATION AND OUTREACH$100,000
INDIVIDUAL ARTISTS OF OKLAHOMA
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
INTEGRIS HEALTH FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
JUNIOR ACHIEVEMENT OF OKLAHOMA INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: VIDEO PROJECT$7,525
KCSC CLASSICAL RADIO FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: PROGRAMMING AND 50TH ANNIVERSARY CELEBRATION$10,000
KISS INSTITUTE FOR PRACTICAL ROBOTICS
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: JUNIOR BOTBALL CHALLENGE PROGRAM$7,500
LIFE CHANGE BALLROOM
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: LIFE CHANGE ACADEMY INSTUCTIONAL ASSISTANCE PROJECT$25,000
LIMBS FOR LIFE FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
LUTHERAN CHURCH CHARITIES
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: K-9 COMFORT DOGS/OREGON UMPQUA COMMUNITY COLLEGE$300
LYRIC THEATRE OF OKLAHOMA INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 2015 PRODUCTION SUPPORT & ARTS OUTREACH$50,000
LYRIC THEATRE OF OKLAHOMA INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: THELMA GAYLORD ACADEMY$500
MABEE-GERRER MUSEUM OF ART
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: PRESCRIBING NATURE$5,000
METRO TECHNOLOGY CENTERS FOUNDATION INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: STUDENT LEADERSHIP ACADEMY - 1 ACCORD$3,000
METROPOLITAN SCHOOL OF DANCE INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: "TEEN CAMP LIVE" SUMMER DANCE CAMP ANNUAL INTENSIVES$8,900
MORRIS ANIMAL FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEDONATION: IN MEMORY OF MALEE, OKC ZOO$500
NATIONAL COWBOY & WESTERN HERITAGE MUSEUM
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: PHASE II, DIGITAL SPACE & E-MEMBERSHIP$35,000
NATIONAL WILDLIFE REHABILITATORS ASSOCIATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 2016 NWRA SYMPOSIUM$10,000
NATURE CONSERVANCY
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: ANTLERS AQUIFER FRESHWATER PROTECTION PROJECT$50,000
NICHOLS HILLS PARKS INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: "NICHOLS HILLS, A RESIDENTIAL COMMUNITY" BOOK PRJCT$39,015
NICHOLS HILLS PARKS INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
NORMAN ARTS AND HUMANITIES COUNCIL
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: MAINSITE GALLERY EXHIBITS$10,000
NORMAN MUSIC ALLIANCE INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 2015 NORMAN MUSIC FESTIVAL$5,000
ODYSSEY LEADERSHIP ACADEMY
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: MAKERS SPACE 3D PRINTER & SCIENCE OLYMPIAD COURSE$6,600
OKLAHOMA AFTERSCHOOL NETWORK
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: OKLAHOMA CITY STEAM ACADEMY$15,000
OKLAHOMA ALLIANCE FOR ARTS EDUCATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: THE POET'S EYE$2,500
OKLAHOMA ARTS EDUCATION ASSOCIATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: OAEA BOARD MEMBER LEADERSHIP INSTITUTE$3,500
OKLAHOMA ARTS INSTITUTE INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 2015 SUMMER ARTS INSTITUTE AT QUARTZ MOUNTAIN$25,000
OKLAHOMA CHILDREN'S THEATRE
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
OKLAHOMA CITY COMMUNITY COLLEGE FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: FILM AND VIDEO PROGRAM$35,000
OKLAHOMA CITY COMMUNITY FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: NICOMA PARK POLICE DEPT. K9 PROGRAM$5,450
OKLAHOMA CITY COMMUNITY FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: MARILYN MYERS HARN HOMESTEAD EDUCATION FUND$500
OKLAHOMA CITY COMMUNITY FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEKIRKPATRICK FOUNDATION FUND (4KFGF) 2015 CONTRIBUTION$200,000
OKLAHOMA CITY MUSEUM OF ART
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: EXHIBITS, PROGRAMMING, OPERATING SUPPORT 2015-2016 SEASON$75,000
OKLAHOMA CITY MUSEUM OF ART
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
OKLAHOMA CITY PUBLIC SCHOOLS FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANTS: PARTNERS IN ACTION PROGRAM$25,000
OKLAHOMA CITY UNIVERSITY
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: DEPARTMENT OF MOVING IMAGE ARTS EXPANSION$30,000
OKLAHOMA COMMUNITY ORCHESTRA INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 2015-2016 SEASON SUPPORT$7,000
OKLAHOMA CONTEMPORARY ART CENTER
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$8,000
OKLAHOMA CONTEMPORARY ART CENTER
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLETO ACCRUE KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
OKLAHOMA CONTEMPORARY ART CENTER
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLE1/23/15 OCAC ARTNOW EVENT TICKETS (4)$300
OKLAHOMA FOUNDATION FOR EXCELLENCE
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: PROGRAM SUPPORT$10,000
OKLAHOMA MEDICAL RESEARCH FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: TEEN LEADERS IN PHILANTHROPY$10,000
OKLAHOMA PHILHARMONIC SOCIETY INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: CARNEGIE HALL LINK UP PROGRAM$55,000
OKLAHOMA SCHOOL OF SCIENCE AND MATHMATICS FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: FINE ARTS & FACULTY STIPEND "BRIDGE" FUND PROGRAMS$20,000
OKLAHOMA WATCH INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: OKLAHOMA WATCH-OUT PUBLIC FORUMS$20,000
OKLAHOMA YOUTH ORCHESTRA
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 2015 PROGRAM SUPPORT$25,000
OKLAHOMA ZOOLOGICAL SOCIETY
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
OPRY HERITAGE FOUNDATION OF OKLAHOMA
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: GRANVILLE COMMUNITY MUSIC SCHOOL$20,000
OSU FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: OSU-OKC VETERINARY TECHNOLOGY PROGRAM$40,000
OSU FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: PETE'S PET POSSE (60TH ANNIVERSARY GRANTEE)$500
OSU FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: VET-TECH SCHOLARSHIP FUND$500
OSU FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: VET-TECH PROGRAM (60TH ANNIVERSARY DINNER GRANTEE)$500
OUTREACH FOR ANIMALS INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT$7,500
PAWS CHICAGO
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: OKLAHOMA DOG RESCUE PROJECT$5,000
PET FOOD PANTRY OF OKLAHOMA CITY INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 2015 PET FOOD DISTRIBUTION$10,000
PHILANTHROPY SOUTHWEST
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 67TH ANNUAL CONFERENCE$5,000
PIONEER LIBRARY SYSTEM FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: SUMMER READING 2015: "EVERY HERO HAS A STORY"$6,000
PLANNED PARENTHOOD OF CENTRAL OKLAHOMA
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
PLAZA DISTRICT ASSOCIATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: PLAZA DISTRICT FESTIVAL$1,500
POSITIVE TOMORROWS
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
PRAIRIE DANCE THEATRE INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: SPRING 2015 PROGRAMMING$6,600
PUTNAM CITY NORTH BAND BOOSTERS
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: 3RD ANNUAL GREAT PLAINS INT'L MARIMBA COMPETITION$2,500
PUTNAM CITY PUBLIC SCHOOLS FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: ENGLISH LITERACY PROGRAM FOR PARENTS & YOUTH$30,000
RAIN DROP FOUNDATION INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: WHIRLING DERVISHES & ANNUAL TURKISH FESTIVAL$10,000
SCHOOLS FOR HEALTHY LIFESTYLES
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
SIERRA CLUB FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: OKLAHOMA SIERRANS ENVIRONMENTAL KIDS CAMP, OKLAHOMA$6,000
SKYLINE URBAN MINISTRY
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
SOCIETY FOR PHOTOGRAPHIC EDUCATION INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: SOUTH CENTRAL REGION CONFERENCE$5,000
ST JOHN'S EPISCOPAL SCHOOL
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$1,500
SUSAN G KOMEN BREAST CANCER FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLE2015 RACE FOR THE CURE$250
TALLEY COMMUNITY SERVICE FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT:FADED AND EDUCATED-BACK TO SCHOOL FREE HAIRCUT DAY$1,000
TEEN RECOVERY SOLUTIONS
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
TINY PAWS KITTEN RESCUE INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: HOME AWAY FROM HOME PROGRAM$7,000
US CAVALRY ASSOCIATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: HISTORICAL BUILDING IMPROVEMENTS$4,500
US FDN FOR THE INSPIRATION & RECOGNITION OF SCIENCE & TECH
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: OKLAHOMA REGIONAL - FIRST ROBOTICS COMPETITION$10,000
UNITED ANIMAL NATIONS DBA REDROVER
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: REDROVER READERS$8,000
UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: DESIGN TO PROTECT ELEPHANTS$10,000
UNIVERSITY OF OKLAHOMA FOUNDATION INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: FIELDWORKS 2015$10,000
UNIVERSITY OF OKLAHOMA FOUNDATION INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: COLLEGE OF FINE ARTS RUPEL JONES THEATRE SOUND EQUIPMENT$100,000
URBAN LEAGUE OF GREATER OKLAHOMA CITY INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: EDUCATIONAL PROGRAMMING$30,000
WATER IS LIFE
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: KIRKPATRICK FOUNDATION 60TH ANNIVERSARY DINNER GRANTEE$500
WHITE FIELDS INC
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEGRANT: ART THERAPY ENRICHMENT PROJECT$10,000
GREEN MOUNTAIN FALLS CO
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEDONATED TO GREEN MOUNTAIN FALLS, CO$3,000
TOWN OF GREEN MOUNTAIN FALLS
1001 W WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK73116NONECHARITABLEDONATED TO TOWN OF GREEN MOUNTAIN FALLS$11,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,974,475TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$296,536ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$920,125ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$552,288ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,948,456ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,717,405ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,717,405TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$18,650Amt
Net Investment Income$9,325NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$9,325DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (33 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AT&T INC. 2.95% 05/15/2016$50,336$50,305
AT&T INC. 1.4% 12/01/2017$248,138$248,843
AMGEN INC. 2.3% DUE 06/15/2016$250,318$251,438
BANK AMER CORP DUE 09/01/2015 3.7%$0$0
BERKSHIRE HATHAWAY INC DUE 08/15/2016$201,348$201,700
CATERPILLAR INC. DUE 12/15/2018$592,650$585,015
COMENITY CAPITAL BANK DUE 8/17/2020$250,000$249,718
CONOCOPHILLIPS DUE 02/01/2019 5.75%$560,875$541,180
WALT DISNEY COMPANY DTD 03/15/2019 5.5%$281,033$277,558
GENEREAL ELECTRIC DUE 12/06/2017 5.25%$535,330$533,840
GENEREAL ELECTRIC DUE 06/29/2015 3.5%$0$0
GENEREAL ELECTRIC DUE 11/09/2015 2.25%$0$0
GENEREAL ELECTRIC DUE 10/9/2022$500,000$497,905
GOLDMAN SACHS GROUP DUE 08/01/2015 3.7%$0$0
HSBC FIN CORP DUE 10/15/2015 2.9%$0$0
HALLIBURTON COMPNAY 5.9% 09/15/2018$557,595$546,655
INTL BUSINESS MACHINES CORP DUE 10/15/2018 1.95%7.625$293,515$288,175
INTL BUSINESS MACHINES CORP DUE 01/05/2016 2%$200,164$200,000
INTL BUSINESS MACHINES CORP DUE 07/22/2016 1.95%$251,545$251,495
JPMORGAN CHASE BK ($250K,6/13/16, 5.875%)$250,985$254,935
JP MORGAN CHASE & CO DUE 10/22/2019$501,045$495,950
LOWES COS INC. 2.125% DUE 04/15/2016$250,250$250,598
MICROSOFT CORP 2.5% DUE 02/08/2016$251,038$250,463
MORGAN STANLEY DUE 10/15/2015 5.375%$0$0
BANK ONE MICHIGAN DUE 11/01/2024 8.25%$262,882$257,556
PEPSICO INC. DUE 01/15/2020$543,440$543,045
PEPSICO INC. DUE 05/10/2016$251,558$251,525
STATE BANK INDIA DUE 08/19/2019$250,000$249,998
TEVA PHARM FIN 2.4% 11/10/2016$65,320$65,402
VERIZON COMMUNICATIONS 11/01/2016 2%$311,107$311,931
WELLS FARGO & CO 5.625% 12/11/2017$268,510$268,210
WELLS FARGO & CO 3.676% 06/15/2016$252,710$253,125
WESTPAC BANKING CORP. 07/15/2016$248,970$251,178

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (92 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES$175,479$449,100
ABBVIE INC.$204,224$633,868
ACCENTURE PLC-CL A$244,803$616,550
AECOM$131,648$192,192
AFFILIATED MANAGERS GROUP$124,800$527,208
ALIGN TECHNOLOGY INC$141,678$164,625
ALLERGAN PLC$293,281$312,500
AMERICAN INTL GROUP INC$220,705$247,880
APPLE COMPUTER INC$104,578$2,163,093
AT&T INC$220,915$223,665
CARMAX INC$198,132$809,550
CHEVRON CORP$165,544$269,880
CHICAGO BRIDGE & IRON-NY SHR$202,024$288,526
CISCO SYSTEMS INC$7,791$678,875
CME GROUP INC$1,263,571$842,580
COMCAST CORP CLASS A$135,000$423,225
COMMUNITY HEALTH SYSTEMS INC$100,083$50,407
CORE LABORATORIES NV$38,059$38,059
COVIDIEN PLC$0$0
CRITEO SA-SPON ADR$67,926$59,400
DIAGEO SPONSORED ADR NEW$106,523$141,791
DISNEY$279,938$877,418
DU PONT E I DE NEMOURS & CO$166,956$233,100
EMERSON ELECTRIC CO$398,576$483,083
EOG RESOURCES INC$151,667$120,343
ERICSSON LM TEL-SP ADR$125,447$96,100
EXELIS INC$0$0
EXELON CORP$76,920$55,540
EXPRESS SCRIPTS HOLDING CO$219,880$332,158
EXXON MOBIL CORP$440,430$467,700
FACEBOOK INC-A$162,208$261,650
FISERV$129,228$402,424
GENERAL ELECTRIC CO$196,500$342,650
GENERAL MILLS$263,584$536,238
GILEAD SCIENCES INC$575,227$556,545
GLAXOSMITHKLINE PLC$223,100$201,750
GOLDMAN SACHS$306,245$243,311
ALPHABET INC-CL A$212,636$1,069,764
ALPHABET INC-CL C$243,654$1,160,328
HCA HOLDINGS INC$217,289$169,075
HONDA MOTOR$51,499$47,895
HUMANA INC$146,604$169,585
IHS INC$345,880$651,365
ILLINOIS TOOLS WORKS INC$260,350$926,800
INTEL CORP$171,766$912,925
INTL BUSINESS MACHINES CORP$230,373$309,645
INTUIT$289,245$530,750
INTUITIVE SURGICAL INC$400,427$791,932
IRON MOUNTAIN INC$58,612$99,127
ISHARES MSCI MSCI EMERGING MKTS MINIMUM VOLATILITY$190,518$155,712
ISHARES MSCI EAFE ETF$1,108,339$971,816
ISHARES MSCI EMERGING MARKETS ETF$781,884$682,428
ISHARES RUSSELL 2000 ETF$1,429,300$2,004,636
JOHNSON & JOHNSON$282,335$436,560
JPMORGAN CHASE & CO.$340,551$954,464
KINDER MORGAN INC$492,006$426,369
KRAFT HEINZ CO/THE$191,164$322,545
MALLINCKRODT PLC$85,054$109,109
MEDIDATA SOLUTIONS INC$55,639$49,290
MEDTRONIC INC$315,244$618,206
MICROSOFT CORP$197,296$421,648
MONDELEZ INTERNATIONAL INC-A$294,386$596,372
MSCI INC$120,400$288,520
NETSCOUT SYSTEMS INC$83,076$61,400
NETSUITE INC$123,054$744,656
NEXTERA ENERGY INC$328,000$623,340
ORACLE CORPORATION$356,203$650,234
PAYCHEX INC$106,439$185,115
PEPSICO INC$591,155$1,388,888
PFIZER INC$153,644$229,188
PROCTER & GAMBLE CO$436,030$1,032,330
PROLOGIS INC$70,657$427,483
PUBLIC SERVICE ENTERPRISE GP$140,793$174,105
QUALCOMM$209,771$1,109,667
SCHLUMBERGER LTD$129,137$188,325
STERICYCLE INC$329,225$1,525,590
SANOFI-ADR$89,092$81,035
T ROWE PRICE GROUP INC$299,606$428,940
TEVA PHARMACEUTICAL INDS ADR$103,940$196,920
TRIMBLE NAVIGATION LTD$266,471$296,010
U.S. BANCORP NEW$274,982$341,360
UNILEVER N V -NY SHARES$133,481$142,956
UNITEDHEALTH GROUP INC$126,132$382,330
UNIVERSAL HEALTH SERVICES$245,901$215,082
VERIZON COMMUNICATIONS$365,205$428,043
VODAFONE GROUP PLC-SP ADR$65,532$89,134
WALGREEN COMPANY$165,221$425,775
WELLS FARGO & CO$308,550$462,060
WHOLE FOODS MKT INC$0$0
WISDOMTREE EMERGING MARKETS SMALL CAP DIV$241,850$160,400
XYLEM INC$286,914$412,450
YUM BRANDS INC$240,550$365,250

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$2,899,622USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$2,909,583USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$806LegalFeesAmt
Net Investment Income$403NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$403DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescART COLLECTIONDesc
BOY Book Value$84,719BOYBookValueAmt
EOY Book Value$84,719EOYBookValueAmt
EOYFMV$84,719EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
60TH ANNIVERSARY$20,615$0$0$20,615
SUPPLIES, MAINTENANCE$6,855$3,428$0$3,427
INSURANCE$12,063$8,042$0$4,021
COMPUTER INTERNET LINK$24,002$24,002$0$0
EQUIPMENT RENTAL$5,840$0$0$5,840
ANNUAL REPORT$8,634$0$0$8,634
EDUCATION$2,497$0$0$2,497
PROGRAM - ANIMAL WELFARE$354,257$0$0$354,257
PROGRAM - ARTDESK$315,032$0$0$315,032
MISC EXPENSES$5,850$5,850$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OIL & GAS ROYALTIES$414,083$414,083$0
OIL & GAS LEASE BONUS$103,535$103,535$0
OTHER INCOME$34,670$34,670$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSSDesc
Amt$674,123Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OIL & GAS MINERALS MGMT FEE$162,017$162,017$0$0
OTHER PROFESSIONAL FEES$11,100$11,100$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
GROSS PRODUCTION TAX$31,962$31,962$0$0
EXCISE TAX$34,353$0$0$0