RALPH AND FRANCES MCGILL FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RALPH AND FRANCES MCGILL FOUNDATION (EIN 73-1590898)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201611309349101536
- Schema version
- 2015v2.0
- 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 Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T12:01:53-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUHON HALLEY & CUITE PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 E 21st Street Suite 102 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731590898 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RALPH AND FRANCES MCGILL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | THE TRUST COMPANY OF OKLAHOMA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RALP | BusinessNameControlTxt |
| Phone | 9187440553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3627 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM WILKINS | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM H LAUHON CPA | PreparerPersonNm |
| PTIN | P00356539 | PTIN |
| Phone | 9184880809 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,231,166 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $139,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,745 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $771,716 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,170,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $771,716 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $56,914 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $91 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $968,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $911,552 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,429 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,715 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,714 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,248 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $998 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $250 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,250 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $27,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,919 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $77,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,964 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $443,717 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $443,717 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $520,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $466,681 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $447,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $882,670 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $93,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,675 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,675 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,949,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,232,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,536,004 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,456,260 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,581,890 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,533,457 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $50,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,030 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,549,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,974,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,231,166 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,549,088 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,974,945 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,549,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,974,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,549,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,974,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,549,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $447,640 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,996,728 | SubtotalAmt |
| Other Decreases | $21,783 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,974,945 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM GAINS AND LOSSES | P | 2015-01-01 | 2015-01-01 | $2,510,958 | $2,630,260 | -$119,302 | -$119,302 |
| LONG TERM GAINS AND LOSSES | P | 2015-01-01 | 2015-01-01 | $3,632,092 | $2,768,220 | $863,872 | $863,872 |
| LONG TERM CAPITAL GAIN DIVIDENDS | P | 2015-01-01 | 2015-01-01 | $27,146 | $27,146 | $27,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $771,716 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $499,865 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,534,869 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06634 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $467,115 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,037,121 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06638 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $524,160 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,595,895 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07947 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $612,856 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,893,860 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08890 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $567,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,917,836 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08206 | DistributionYr5Rt |
| Total Distribution | 0.383149 | TotalDistributionRt |
| Average Distribution | 0.076630 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,398,835 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $566,973 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,827 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $575,800 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $466,681 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,653 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,653 | SubtotalAmt |
| Tax Based On Investment Income | $17,653 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $453 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUST COMPANY OF OKLAHOMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9187440553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3627 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741013627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE TRUST COMPANY OF OKLAHOMA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3627 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741013627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $45,429 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,442,881 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,511,508 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,511,508 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,398,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $369,942 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $369,942 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,653 | TotalTaxAmt |
| Distributable Before Adj | $352,289 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $352,289 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $352,289 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $466,681 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $466,681 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $466,681 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $352,289 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $226,516 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $272,991 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $202,302 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $124,447 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $140,294 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $966,550 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $466,681 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $352,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $114,392 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,080,942 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $226,516 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $854,426 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $272,991 | ExcessFromYear4Amt |
| Excess From Year3 | $202,302 | ExcessFromYear3Amt |
| Excess From Year2 | $124,447 | ExcessFromYear2Amt |
| Excess From Year1 | $140,294 | ExcessFromYear1Amt |
| Excess From Current Year | $114,392 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TOM WILKINS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 SOUTH YALE SUITE 1900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9187440553 | RecipientPhoneNum |
| Form And Info And Materials | SUBMISSION OF A REQUEST MUST BE IN WRITING. THE LETTER MUST STATE THE SPECIFIC NEED. A CURRENT LIST OF CURRENT BOARD MEMBERS AND PROOF OF 501(C)(3) STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTEE ORGANIZATION MUST BE A 501(C)(3) EXEMPT ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 2642 EAST 21ST STREET 100 | TULSA | OK | 74114 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| DVIS | |||||||
| 4300 SOUTH HARVARD AVENUE | TULSA | OK | 74135 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| GIRL SCOUTS OF EASTERN OKLAHOMA | |||||||
| 2432 EAST 51ST STREET | TULSA | OK | 74105 | None | EXEMPT | PROGRAM SERVICES | $2,000 |
| HARVEST HOUSE | |||||||
| 1439 EAST 71ST STREET | TULSA | OK | 74136 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| IRON GATE | |||||||
| 501 SOUTH CINCINNATI AVENUE | TULSA | OK | 74103 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| JOHN 316 | |||||||
| PO BOX 700390 | TULSA | OK | 74170 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| LIFE SENIOR SERVICES | |||||||
| 5950 EAST 31ST STREET | TULSA | OK | 74135 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| RESONANCE CENTER FOR WOMEN | |||||||
| 1608 SOUTH ELWOOD AVENUE | TULSA | OK | 74119 | None | EXEMPT | PROGRAM SERVICES | $20,000 |
| TOWN & COUNTRY SCHOOL | |||||||
| 8906 EAST 34TH STREET | TULSA | OK | 74145 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| TULSA HUB SYNDICATE | |||||||
| 601 WEST 3RD STREET | TULSA | OK | 74103 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| TULSA TOWN HALL | |||||||
| PO BOX 52266 | TULSA | OK | 74152 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| YMCA CAMP TAKATOKA | |||||||
| 5400 SOUTH OLYMPIA | TULSA | OK | 74107 | None | EXEMPT | PROGRAM SERVICES | $14,550 |
| FAMILY & CHILDRENS SERVICES | |||||||
| 650 SOUTH PEORIA AVENUE | TULSA | OK | 74120 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 700 NORTH GREENWOOD AVENUE | TULSA | OK | 74106 | None | EXEMPT | PROGRAM SERVICES | $20,000 |
| PARENT CHILD CENTER OF TULSA | |||||||
| 1421 SOUTH BOSTON | TULSA | OK | 74119 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| SAINT CATHERINE SCHOOL | |||||||
| 2515 WEST 46TH STREET | TULSA | OK | 74107 | None | EXEMPT | PROGRAM SERVICES | $50,000 |
| SAINT SIMEONS EPISCOPAL HOME FDN | |||||||
| 3701 NORTH CINCINNATI AVENUE | TULSA | OK | 74106 | None | EXEMPT | PROGRAM SERVICES | $25,000 |
| TULSA AIR & SPACE MUSEUM | |||||||
| 3624 NORTH 74TH EAST AVENUE | TULSA | OK | 74115 | None | EXEMPT | PROGRAM SERVICES | $20,000 |
| TULSA CENTRAL LIBRARY | |||||||
| 400 CIVIC CENTER | TULSA | OK | 74103 | None | EXEMPT | PROGRAM SERVICES | $20,000 |
| GRACE HOSPICE FOUNDATION | |||||||
| PO BOX 35894 | TULSA | OK | 74153 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| ALZHEIMERS ASSOCIATION MEMORY GALA | |||||||
| 2448 EAST 81ST STREET SUITE 3000 | TULSA | OK | 74137 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| CLAREHOUSE INC | |||||||
| 7617 SOUTH MINGO ROAD | TULSA | OK | 74133 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| JOHN 316 MISSION | |||||||
| 205 EAST PINE STREET SUITE 103 | TULSA | OK | 74106 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| LINERS BASEBALL | |||||||
| 606 NORTH BIRCH | SAND SPRINGS | OK | 74063 | None | EXEMPT | PROGRAM SERVICES | $7,000 |
| MEALS ON WHEELS | |||||||
| 12620 EAST 31ST STREET | TULSA | OK | 74146 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| PHILBROOK MUSEUM OF ART | |||||||
| 2727 SOUTH ROCKFORD ROAD | TULSA | OK | 74114 | None | EXEMPT | PROGRAM SERVICES | $41,667 |
| SAINT CATHERINE CLASSIC | |||||||
| 2515 WEST 46TH STREET | TULSAO | OK | 74107 | None | EXEMPT | PROGRAM SERVICES | $6,000 |
| TULSA DAY CENTER FOR THE HOMELESS INC | |||||||
| 415 WEST ARCHER STREET | TULSA | OK | 74103 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| GOOD SAMARITAN HEALTH SERVICES | |||||||
| PO BOX 1191 | TULSA | OK | 74101 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| KHAKI FOUNDATION INC | |||||||
| 2676 EAST 60TH STREET NORTH | TULSA | OK | 74130 | None | EXEMPT | PROGRAM SERVICES | $7,500 |
| A NEW LEAF | |||||||
| PO BOX 35903 | TULSA | OK | 74153 | None | EXEMPT | PROGRAM SERVICES | $1,000 |
| ANIMAL AID OF TULSA INC | |||||||
| 3307 EAST 15TH STREET | TULSA | OK | 74113 | None | EXEMPT | PROGRAM SERVICES | $1,000 |
| ARTS & HUMANITIES COUNCIL OF TULSA | |||||||
| 101 EAST ARCHER STREET | TULSA | OK | 74103 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| GILCREASE MUSEUM | |||||||
| 1400 NORTH GILCREASE MUSEUM ROAD | TULSA | OK | 74127 | None | EXEMPT | PROGRAM SERVICES | $25,000 |
| GLORYHOUSE | |||||||
| PO BOX 14022 | TULSA | OK | 74159 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| HOSPICE OF GREEN COUNTRY | |||||||
| 2121 SOUTH COLUMBIA SUITE 200 | TULSA | OK | 74114 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| OKLAHOMA FIREFIGHTERS BURN CAMP | |||||||
| 12177 NORTH 180TH EAST AVENUE | COLLINSVILLE | OK | 74021 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| SOONER GOLDEN RETRIEVER RESCUE | |||||||
| 12965 SOUTH 193RD EAST AVENUE | BROKEN ARROW | OK | 74014 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| OKLAHOMA CENTER FOR NONPROFITS | |||||||
| 1145 SOUTH UTICA AVENUE SUITE 1100 | TULSA | OK | 74104 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| SPECIAL OLYMPICS OKLAHOMA | |||||||
| 6835 SOUTH CANTON AVENUE | TULSA | OK | 74136 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| VISITING NURSES ASSOCIATION OF TULSA | |||||||
| 7875 EAST 51ST STREET | TULSA | OK | 74145 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| TEACH FOR AMERICA | |||||||
| 1202 WEST EASTON STREET | TULSA | OK | 74127 | None | EXEMPT | PROGRAM SERVICES | $5,000 |
| TULSA URBAN WILDERNESS COALITION | |||||||
| 5365 EAST 20TH STREET | TULSA | OK | 74112 | None | EXEMPT | PROGRAM SERVICES | $20,000 |
| UP WITH TREES | |||||||
| 1102 SOUTH BOSTON AVENUE | TULSA | OK | 74119 | None | EXEMPT | PROGRAM SERVICES | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $443,717 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,745 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $771,716 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CORP ACTION - NON TAXABLE | 1 | $51,026 |
| LITIGATION PROCEEDS | 1 | $91 |
| NON TAXABLE DIVIDEND | 14 | $797 |
| REFUND OF PRIOR YR GRANT | 1 | $5,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $968,375 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $968,375 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,250 | Amt |
| Net Investment Income | $3,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE OBLIGATIONS | $73,190 | $73,293 |
| FIXED INCOME FUNDS | $1,508,700 | $1,460,164 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $3,308,381 | $4,666,718 |
| INTERNATIONAL EQUITIES | $923,999 | $869,286 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CERTIFICATES OF DEPOSIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50,000 | BookValueAmt |
| EOYFMV | $51,030 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,248 | LegalFeesAmt |
| Net Investment Income | $998 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $21,783 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CORP ACTION - NON TAXABLE | $51,026 | |
| LITIGATION PROCEEDS | $91 | $91 |
| NON TAXABLE DIVIDEND | $797 | |
| REFUND OF PRIOR YR GRANT | $5,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $25,172 | |
| FOREIGN TAX PAID | $1,919 | $1,919 |