STRATEGY STUDIO / PUBLIC DATA EXPLORER

ED DARBY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ED DARBY FOUNDATION INC (EIN 46-3570793)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-09
IRS object ID
201523139349101057
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-09T16:17:26-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731479528PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEATHERINGTON & FIELDS CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18905 S YALE AVE STE 200AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741373557ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463570793EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ED DARBY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDDABusinessNameControlTxt
Phone9185822340PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12940 N TOLEDO AVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74115ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBONNIE DARBYPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9185822340PhoneNum
Signature2015-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES WHEATHERINGTONCPAPreparerPersonNm
PTINP01071423PTIN
Phone9184961212PhoneNum
Preparation2015-11-09PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,408,560FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,439,493ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$1,439,497TotalRevAndExpnssAmt
Total Net Invst Incm$4TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$5,183LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$5,183LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,787OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$3,787OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,970TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,970TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$98,459ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$98,459ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$107,429TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$107,429TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,332,068ExcessRevenueOverExpensesAmt
Net Investment Income$4NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$77,895SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$406,470SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$406,470SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$1,003,493CorporateStockEOYAmt
Corporate Stock EOYFMV$1,002,090CorporateStockEOYFMVAmt
Total Assets BOY$77,895TotalAssetsBOYAmt
Total Assets EOY$1,409,963TotalAssetsEOYAmt
Total Assets EOYFMV$1,408,560TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$77,895UnrestrictedBOYAmt
Unrestricted EOY$1,409,963UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$77,895TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,409,963TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$77,895TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,409,963TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$77,895TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,332,068ExcessRevenueOverExpensesAmt
Subtotal$1,409,963SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,409,963TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,208AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$89,292NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.259911DistributionYr1Rt
Total Distribution0.259911TotalDistributionRt
Average Distribution0.259911AverageDistributionRt
Net Vl Noncharitable Assets$93,709NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,356AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$24,356AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$107,429QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksNICK MINDENIndividualWithBooksNm
Phone9185822340PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12940 N TOLEDO AVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74115ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ED DARBY
2883 SOUTH FLORENCE AVETULSAOK74114PRESIDENT1.00$0$0$0
BONNIE DARBY
2854 SOUTH GARY AVETULSAOK74114TREASURER1.00$0$0$0
BOB DARBY
2854 SOUTH GARY AVETULSAOK74114VICE PRES.0.25$0$0$0
JIM DARBY
PO BOX 3851BERNICEOK74331BOARD MEMBER0.25$0$0$0
NICK MINDEN
2940 N TOLEDO AVETULSAOK74115BOARD MEMBER0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$41,754AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$53,382AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$95,136TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$95,136AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,427CashDeemedCharitableAmt
Net Vl Noncharitable Assets$93,709NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,685MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,685MinimumInvestmentReturnAmt
Distributable Before Adj$4,685DistributableBeforeAdjAmt
Distributable Before Ded$4,685DistributableBeforeDedAmt
Distributable As Adjusted$4,685DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$107,429ExpensesAndContributionsAmt
Qualifying Distributions$107,429QualifyingDistributionsAmt
Adjusted Qualifying Distri$107,429AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,685DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$21,606ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,606TotalExcessDistributionCyovAmt
Qualifying Distributions$107,429QualifyingDistributionsAmt
Applied To Current Year$4,685AppliedToCurrentYearAmt
Remaining Distri From Corpus$102,744RemainingDistriFromCorpusAmt
Total Corpus$124,350TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$124,350ExcessDistriCyovToNextYrAmt
Excess From Year1$21,606ExcessFromYear1Amt
Excess From Current Year$102,744ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerED DARBYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JACKSON ELEMENTARY PUBLIC SCHOOL
2137 N PITTSBURG AVETULSAOK74115PCPROVIDE SUPPORT TO SCHOOL CHILDREN$14,196
REDWOOD CHILDREN'S SERVICES
PO BOX 422UKIAHCA95482PCPROVIDE SERVICES TO CHILDREN$2,000
MCLEAN ACADEMY
525 E 46TH ST NTULSAOK74126PCPROVIDE SUPPORT TO SCHOOL CHILDREN$27,235
GILCREASE SCHOOL
5550 MLK JR BLVDTULSAOK74126PCPROVIDE SUPPORT TO SCHOOL CHILDREN$21,028
ARTS HUMANITIES COUNCIL
101 EAST ARCHER STREETTULSAOK74103PCPROVIDE SUPPORT TO SCHOOL CHILDREN$3,000
GLOBAL GARDENS
PO BOX 52034TULSAOK74152PCPROVIDE SUPPORT TO SCHOOL CHILDREN$20,000
NEW HOPE OKLAHOMA
PO BOX 3243TULSAOK74101PCPROVIDE SUPPORT TO CHILDREN$11,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$98,459TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonED DARBYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12883 SOUTH FLORENCE AVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,438,493TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$1,003,493FairMarketValueAmt
Received2014-12-19ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$1,003,493EOYBookValueAmt
EOYFMV$1,002,090EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$5,183LegalFeesAmt
Disbursements Charitable Prps$5,183DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
SUBSCRIPTIONS$99$99
OTHER FEES$850$850
MARKETING$2,838$2,838

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonED DARBYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12883 SOUTH FLORENCE AVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd