ROBERT CLAY LIDDELL FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: ROBERT CLAY LIDDELL FOUNDATION (EIN 20-0420550)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-16
IRS object ID: 201513209349103106
Schema version: 2014v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Other Expenses Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-11-16T13:26:34-08:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	TRENARY CPA FIRM PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3535 NW 58TH SUITE 600	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73112	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	200420550	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT CLAY LIDDELL FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROBE	BusinessNameControlTxt
Phone	4053103103	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3000 BERRY ROAD	AddressLine1Txt
City	NORMAN	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73072	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THE FOUNDATION	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4053103103	PhoneNum
Signature	2015-11-16	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	S SUMMER MAULDIN CPA	PreparerPersonNm
Phone	4059461000	PhoneNum
Preparation	2015-11-16	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,339,743	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$525,200	ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$525,200	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Other Expenses Rev And Expnss	$6,626	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$6,626	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$481,950	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$488,576	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$36,624	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$2,470	CashBOYAmt
Cash EOY	$39,094	CashEOYAmt
Cash EOYFMV	$39,095	CashEOYFMVAmt
Acct Rcvbl	$1,101,899	AcctRcvblAmt
Acct Rcvbl BOY	$1,101,898	AcctRcvblBOYAmt
Acct Rcvbl EOY	$1,101,899	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$1,101,898	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$198,750	CorporateStockBOYAmt
Corporate Stock EOY	$198,750	CorporateStockEOYAmt
Corporate Stock EOYFMV	$198,750	CorporateStockEOYFMVAmt
Total Assets BOY	$1,303,118	TotalAssetsBOYAmt
Total Assets EOY	$1,339,743	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,339,743	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$1,303,118	UnrestrictedBOYAmt
Unrestricted EOY	$1,339,743	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,303,118	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,339,743	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,303,118	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,339,743	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,303,118	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$36,624	ExcessRevenueOverExpensesAmt
Other Increases	$1	OtherIncreasesAmt
Subtotal	$1,339,743	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,339,743	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Distribution Yr1	0.000000	DistributionYr1Rt
Distribution Yr2	0.000000	DistributionYr2Rt
Distribution Yr3	0.000000	DistributionYr3Rt
Distribution Yr4	0.000000	DistributionYr4Rt
Distribution Yr5	0.000000	DistributionYr5Rt
Total Distribution	0.000000	TotalDistributionRt
Average Distribution	0.000000	AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct	$0	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$0	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax	$0	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	Yes (true)	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 FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4053103103	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3000 BERRY ROAD STE 120	AddressLine1Txt
City	NORMAN	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73072	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 (3 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
RICHARD D LIDDELL
2449 SMOKING OAKS	NORMAN	OK	73072	PRESIDENT	20.00	$0	$0	$0
KELLY ROSE
4729 WINDRUSH CIRCLE	NORMAN	OK	73072	DIRECTOR	5.00	$0	$0	$0
DENNIS R LIPPOLDT
2900 SHADY CREEK LANE	MOORE	OK	73160	DIRECTOR	1.00	$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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	ROBERT CLAY LIDDELL FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	3000 BERRY ROAD STE 120	AddressLine1Txt
City	NORMAN	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73072	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	4053103103	RecipientPhoneNum
Form And Info And Materials	LETTER EXPLAINING NEED AND PROOF OF NEED.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CB Pastoral Ministries
2804 Stonebridge Ct	Norman	OK	73071	CURRENT	Pastoral Ministries	$22,000
OKC Compassion
1121 N Pennsylvania	Oklahoma City	OK	73107	CURRENT	General Assistance	$33,000
Work Activity Center
203 East Main	Moore	OK	73160	CURRENT	General Assistance	$11,000
Rob's Road to Recovery Ranch LLC
23899 State Highway 74	Purcell	OK	73080	Current	Rehabiliation	$300,000
FAITHWORKS INNER CITY
301 Elmwood	Edmond	OK	73013	CURRENT	General Assistant	$22,000
ADVENTURES IN MISSIONS
6000 WELLSPRING TRAIL	GAINESVILLE	GA	30506	CURRENT	General Assistant	$1,000
LCEM
3200 Delmar Rd	Oklahoma City	OK	73115	Current	Sports Scholarship	$30,800
NYSA
1001 East Robinson	Norman	OK	73071	Current	General Assistant	$650
MARTI HAYES
PO Box 97	Washington	OK	73093	Current	General Assistant	$1,000
Norman North Boys's Soccer Booster Club
1809 Stubbeman Ave	Norman	OK	73069	Current	General Assistant	$2,000
AMI
NONE	OKLAHOMA CITY	OK	73120	Current	General Assistance	$2,000
BOY SCOUTS OF AMERICA
3031 NW 64TH ST SUITE 100	OKLAHOMA CITY	OK	73116	Current	General Assistance	$500
ELLIS FOUNDATION
10 STATE STREET	FORT SCOTT	KS	66701	Current	General Assistance	$12,000
FRONTLINE CHURCH
1104 N ROBINSON AVE	OKLAHOMA CITY	OK	73103	Current	General Assistance	$12,000
HOPE IS ALIVE MINISTRIES
2900 N COUNCIL	BETHANY	OK	73008	Current	General Assistance	$1,000
MILAGRO RANCH
24962 OKAY ROAD	TECUMSEH	OK	74873	Current	General Assistance	$10,000
YOUNG LIFE
2933 W HEFNER RD B	OKLAHOMA CITY	OK	73120	Current	General Assistance	$1,000
MISSIONS GENERATIONS
PO BOX 720746	NORMAN	OK	73070	Current	General Assistance	$20,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$481,950	TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
COMMERCIAL BRICK CORPORATION
1	OLD HWY 270	WEWOKA	OK	74884	$250,000	Yes (X)
DORIS DAHL
2	803 ANNIE CT	NORMAN	OK	73069	$262,000	Yes (X)
RICHARD LIDDELL
3	2449 SMOKING OAK ROAD	NORMAN	OK	73072	$11,000	Yes (X)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
OFFICE EXPENSE	$2,126
MAINTENANCE	$4,500

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	ROUNDING	Desc
Amt	$1	Amt