CHARLES AND MARION WEBER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES AND MARION WEBER FOUNDATION (EIN 20-7338204)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-02
- IRS object ID
- 201631549349100003
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-02T09:09:26-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Floyd R Rhodes CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5321 S Sheridan Rd Ste 4 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741457509 | 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 | 207338204 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Charles & Marion Weber Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 9185838361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 14011 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74159 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GORDON L NIELSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9185838361 | PhoneNum |
| Signature | 2016-05-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FLOYD R RHODES CPA | PreparerPersonNm |
| Phone | 9184924700 | 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 | $3,090,238 | 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 |
| Interest On Sav Rev And Expnss | $3,160 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,160 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,160 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $105,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,195 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $105,195 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,650,693 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,785 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,704 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $1,704 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $143,844 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,140 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $110,059 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $16,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,000 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $48,007 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,007 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $48,007 | OtherProfFeesAdjNetIncmAmt |
| Occupancy Rev And Expnss | $10,071 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,071 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $10,071 | OccupancyAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $76 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $76 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $76 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $76,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,154 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $76,154 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $191,403 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $191,403 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,154 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $76,154 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,403 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$123,713 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,986 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,905 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $272,381 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,951 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,951 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,945,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,036,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,033,287 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,217,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,093,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,090,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,217,387 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,093,674 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,217,387 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,093,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,217,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,093,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,217,387 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$123,713 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,093,674 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,093,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Stocks & mutual funds | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2011-07-01 | AcquiredDt |
| Sold | 2015-07-01 | SoldDt |
| Gross Sales Price | $1,650,694 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,616,909 | CostOrOtherBasisAmt |
| Gain Or Loss | $33,785 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $33,785 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,785 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $191,678 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,443,520 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055663 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $176,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,415,839 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051671 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $173,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,074,116 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056276 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $188,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,080,339 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061032 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $176,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,323,275 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053185 | DistributionYr5Rt |
| Total Distribution | 0.277827 | TotalDistributionRt |
| Average Distribution | 0.055565 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,264,982 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $181,419 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $660 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $182,079 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $191,403 | 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 | $660 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $660 | SubtotalAmt |
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,880 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,880 | OriginalReturnOverpaymentAmt |
| Overpayment | $1,220 | OverpaymentAmt |
| Applied To ES Tax | $1,220 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES O MEYERS JR TREAS | IndividualWithBooksNm |
| Phone | 9187476366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2809 East 29 Street | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| GORDON L NEILSEN | ||||||||
| 1500 S Frisco Ave 3E | Tulsa | OK | 74159 | President | 8.00 | $0 | $0 | $0 |
| CHARLES O MEYERS JR | ||||||||
| 2809 East 29 Street | Tulsa | OK | 74114 | Treasurer | 6.00 | $0 | $0 | $0 |
| PAMELA LOW | ||||||||
| 2447 East 22 Place | Tulsa | OK | 74114 | Vice-President | 3.00 | $0 | $0 | $0 |
| KATHRYN BURKE | ||||||||
| 421 North 14 Street | Muskogee | OK | 74401 | Board Member | 3.00 | $0 | $0 | $0 |
| CAHTERINE G NIELSEN | ||||||||
| 1500 S Frisco Ave 3E | Tulsa | OK | 74119 | Board Member | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,314,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,314,703 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,314,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,721 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,264,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,249 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,249 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $660 | TotalTaxAmt |
| Distributable Before Adj | $162,589 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $162,589 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $162,589 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,403 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $191,403 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $660 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,743 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,589 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $11,092 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,306 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $173,000 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $220,398 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,403 | QualifyingDistributionsAmt |
| Applied To Current Year | $162,589 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,814 | RemainingDistriFromCorpusAmt |
| Total Corpus | $249,212 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $11,092 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $238,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,306 | ExcessFromYear4Amt |
| Excess From Year3 | $173,000 | ExcessFromYear3Amt |
| Excess From Current Year | $28,814 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GORDON L NIELSEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 14011 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74159 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9185838361 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Philbrook Museum of Art | ||||||
| 2727 S Rockford Road | Tulsa | OK | 74114 | 501(c)3 | on goingSupport ofprograms | $5,000 |
| Domestic Violence Intervention Svcs | ||||||
| 4300 S Harvard Ave | Tulsa | OK | 74135 | 501(c)3 | on goingSupport ofprograms | $5,000 |
| Chamber Music Tulsa | ||||||
| 2210 South Main | Tulsa | OK | 74114 | 501(c)3 | on goingSupport ofprograms | $18,903 |
| Center for Individuals with Challenges | ||||||
| 815 S Utica Ave | Tulsa | OK | 74104 | 501(c)3 | on goingSupport ofprograms | $10,000 |
| Neighbors Along the Line | ||||||
| 5000 Charles Page Blvd | Tulsa | OK | 74127 | 501(c) | on goingSupport ofprograms | $10,000 |
| St Simeon's Foundation | ||||||
| 3701 N Cincinnati Ave | Tulsa | OK | 74106 | 501(c)3 | on goingSupport ofprograms | $7,500 |
| Community Food Bank of Okla | ||||||
| 1304 N Kenosha Avenue | Tulsa | OK | 74106 | 501(c)3 | on goingSupport ofprograms | $2,500 |
| Arts & Humanities Council | ||||||
| 101 East Archer Street | Tulsa | OK | 74103 | 501(c)3 | on goingSupport ofprograms | $2,500 |
| Iron Gate | ||||||
| 501 S Cincinnati | Tulsa | OK | 74104 | 501(C)3 | on goingSupport ofprograms | $2,500 |
| Meals on Wheels of Tulsa | ||||||
| 12620 E 31st Street | Tulsa | OK | 74146 | 501(C)3 | on goingSupport ofprograms | $3,000 |
| Habitat for Humanity | ||||||
| 6235 E 13th Street | Tulsa | OK | 74112 | 501(C)3 | on goingSupport ofprograms | $2,500 |
| Alzheimers Association | ||||||
| 2448 E 81st Street ste 3000 | Tulsa | OK | 74137 | 501(c)3 | ongoingSupport ofprograms | $5,000 |
| KIPP College Preparatory School | ||||||
| 1661 East Virgin Street | Tulsa | OK | 74106 | 501(c)3 | and uniformsMusical instruments | $5,000 |
| Aplastic Anemia & MDS Intl Foundation | ||||||
| 100 Park Avenue ste 108 | Rockville | MD | 20850 | 501(c) 3 | for aplasticmedical treatmentanemia patients | $5,000 |
| Energy American Tulsa Geoscience Cntr | ||||||
| 610 S Main Street | Tulsa | OK | 74137 | 501(c)3 | programs for TulsaScience educationalarea children | $7,000 |
| Pulmonary Hypertension Assoc | ||||||
| 801 Roeder Road ste 1000 | Silver Springs | MD | 20910 | 501(c)3 | srvcs for pulmonarydiagnostic & medicalhypertension patients | $5,000 |
| OETA Foundation Inc | ||||||
| PO Box 14190 | Oklahoma City | OK | 73113 | 501(c)3 | on goingSupport ofprograms | $12,000 |
| Music From Angle Fire | ||||||
| Post Office Box 502 | Angle Fire | NM | 87710 | 501(c)3 | on goingSupport ofprograms | $2,000 |
| Tulsa Symphony | ||||||
| 117 N Boston Ave | Tulsa | OK | 74103 | 501(c)3 | no goingSupport ofprograms | $10,000 |
| Gilcrease Museum | ||||||
| 1400 N Gilcrease Museum Road | Tulsa | OK | 741242100 | 501(c)3 | on goingSupport ofprograms | $10,000 |
| The University of Tulsa | ||||||
| 800 South Tucker Drive | Tulsa | OK | 74104 | 501(c)3 | graduateGilcrease/TUeducation | $19,500 |
| Tulsa Botanic Garden | ||||||
| PO Box 707 | Tulsa | OK | 74101 | 501(c)3 | on goingSupport ofprograms | $25,000 |
| Friends of Starlight Concerts | ||||||
| PO Box 35158 | Tulsa | OK | 741530158 | 501(c)3 | sponsorshipConcert | $5,000 |
| Emergency Infant Serivces | ||||||
| 222 South Houston Ave | Tulsa | OK | 74127 | 501(c)3 | on goingSupport ofprograms | $1,000 |
| Doctors Without Borders | ||||||
| 337 7th Avenue 2nd floor | New York | NY | 10001 | 501(c)3 | on goingSupport ofprograms | $2,000 |
| Tulsa Library Trust | ||||||
| 400 Civic Center | Tulsa | OK | 741033830 | 501(c)3 | on goingSupport ofprograms | $2,500 |
| Bacone College | ||||||
| 229 Old Bacone Road | Muskogee | OK | 74403 | 501(c)3 | on goingSupport ofprograms | $1,000 |
| The Salvation Army | ||||||
| 924 South Hudson Avenue | Tulsa | OK | 74112 | 501(c)3 | on goingSupport ofprograms | $2,500 |
| OK Mozart International Festival | ||||||
| PO Box 2344 | Bartlesville | OK | 74005 | 501(c)3 | on goingSupport ofprograms | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $191,403 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 000000 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,160 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 1 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 000000 | BusinessCd |
| Unrelated Business Taxbl Incm | $105,195 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,785 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $108,355 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $33,785 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,140 | 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 | Floyd R. Rhodes, CPA, P.C. Accounting & tax preparation | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,000 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | stocks & mutual funds | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | various | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $1,650,693 | GrossSalesPriceAmt |
| Basis | $1,616,908 | BasisAmt |
| Total Net | $33,785 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks, etfs, Mutual funds | StockNm |
| EOY Book Value | $3,036,723 | EOYBookValueAmt |
| EOYFMV | $3,033,287 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Postage | $76 | $76 | $76 |
| . |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Refunds | Desc |
| Revenue And Expenses Per Books | $1,704 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,704 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Merril Lynch Investment Management | $47,607 | $47,607 | $47,607 |
| Charlotte Miller recording svc | $400 | $400 | $400 |