ROSS CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROSS CHARITABLE FOUNDATION (EIN 20-5309346)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-02
- IRS object ID
- 201532459349100418
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-02T16:49:50-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2424 E 21ST ST SUITE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | 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 | 205309346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSS | BusinessNameControlTxt |
| Phone | 9182347675 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 690960 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741690960 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESA A ROSS | PersonNm |
| Person Title | DIRECTOR/TREASURER | PersonTitleTxt |
| Phone | 9182347675 | PhoneNum |
| Signature | 2015-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANICE WILBURN | PreparerPersonNm |
| PTIN | P00402232 | PTIN |
| Phone | 9187485000 | PhoneNum |
| Preparation | 2015-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,955,402 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,381 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,379 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,479 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,762 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,479 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,571 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,571 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $289,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,429 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $136 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $136 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $18,673 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $18,673 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,447 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $396 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $396 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $143,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $145,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,149 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $161,470 | CashBOYAmt |
| Cash EOY | $1,087,770 | CashEOYAmt |
| Cash EOYFMV | $1,087,770 | CashEOYFMVAmt |
| Acct Rcvbl | $1,998 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,360 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,998 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,998 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $1,631,670 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $865,634 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $865,634 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,794,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,955,402 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,955,402 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $61 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $315,640 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $284,418 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $315,701 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $284,418 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,478,799 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,478,799 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $192,185 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,478,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,670,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,794,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,955,402 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,478,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $145,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,656 | OtherIncreasesAmt |
| Subtotal | $1,670,984 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,670,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HORIZONS US BLACK SWAN | P | 2013-12-02 | 2014-06-04 | $62,166 | $61,283 | $883 | $883 |
| CAPITAL GAINS DIVIDENDS | P | $1,596 | $1,596 | $1,596 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,479 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,577 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,684,283 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051998 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $157,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,615,211 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097356 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $187,981 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,247,495 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.150687 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $137,710 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $865,640 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.159085 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $113,863 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $659,649 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.172611 | DistributionYr5Rt |
| Total Distribution | 0.631737 | TotalDistributionRt |
| Average Distribution | 0.126347 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,774,834 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $224,245 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $201 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $224,446 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $123,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $403 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $403 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $403 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $750 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $750 | TotalPaymentsAndCreditsAmt |
| Overpayment | $347 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $347 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TERESA ROSS | IndividualWithBooksNm |
| Phone | 9182347675 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 690960 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741690960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JESSE H ROSS | ||||||||
| PO BOX 690960 | TULSA | OK | 741690960 | CHAIRMAN/PRESIDENT | 0.00 | $0 | $0 | $0 |
| WARREN E ROSS | ||||||||
| PO BOX 690960 | TULSA | OK | 741690960 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| TERESA A ROSS | ||||||||
| PO BOX 690960 | TULSA | OK | 741690960 | DIRECTOR/TREASURER | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $724,441 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160,725 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $916,696 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,801,862 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,801,862 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,774,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $403 | TotalTaxAmt |
| Distributable Before Adj | $88,339 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,339 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,339 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $123,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $123,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,339 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $81,723 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $95,593 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $126,413 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,122 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,972 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $386,823 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,339 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,911 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $421,734 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $81,723 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $340,011 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $95,593 | ExcessFromYear4Amt |
| Excess From Year3 | $126,413 | ExcessFromYear3Amt |
| Excess From Year2 | $77,122 | ExcessFromYear2Amt |
| Excess From Year1 | $5,972 | ExcessFromYear1Amt |
| Excess From Current Year | $34,911 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ROSS CHARITABLE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 690960 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741690960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9182347675 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION, IN ANY FORM, MUST BE SUBMITTED IN WRITING, INCLUDE A BRIEF DESCIPTION OF THE ORGANIZATION AND THE PROGRAM NEEDING FUNDING AND INCLUDE EVIDENCE OF CHARITABLE, EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTRAL MISSOURI UNIVERSITY | |||||||
| 108 W SOUTH ST | WARRENSBURG | MO | 64093 | NONE | PC | GENERAL | $2,500 |
| CHRISTIAN BROTHER UNIVERSITY | |||||||
| 650 EAST PARKWAY SOUTH | MEMPHIS | TN | 38104 | NONE | PC | GENERAL | $2,500 |
| COLE COMMUNITY IMPACT ORGANIZATION | |||||||
| 4400 NW EXPRESSWAY | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL | $250 |
| COLORADO SCHOOL OF MINES | |||||||
| PO BOX 4005 | GOLDEN | CO | 80401 | NONE | PC | GENERAL | $2,500 |
| DRESS FOR SUCCESS | |||||||
| 1608 SOUTH ELWOOD | TULSA | OK | 74119 | NONE | PC | GENERAL | $1,000 |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD STE 102 PMB 609 | OCEANSIDE | CA | 92057 | NONE | PC | GENERAL | $1,000 |
| KANSAS STATE UNIVERSITY | |||||||
| 2323 ANDERSON AVENUE SUITE 500 | MANHATTAN | KS | 66502 | NONE | PC | GENERAL | $5,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 600 MEMORIAL DRIVE W98-308 | CAMBRIDGE | MA | 02139 | NONE | PC | GENERAL | $5,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY - SLOCUM (2744083) | |||||||
| ONE CHARLES PARK 4TH FLOOR | CAMBRIDGE | MA | 02142 | NONE | PC | GENERAL | $5,000 |
| MISSOURI STATE UNIVERSITY | |||||||
| 901 NATIONAL AVE | SPRINGFIELD | MO | 65897 | NONE | PC | GENERAL | $2,500 |
| MONTE CASSINO SCHOOL | |||||||
| 2206 S LEWIS AVE | TULSA | OK | 74114 | NONE | PC | GENERAL | $2,500 |
| NATIONAL MS SOCIETY | |||||||
| 4606 E 67TH STREET BLDG 7 STE 10 | TULSA | OK | 74136 | NONE | PC | GENERAL | $1,000 |
| NORTHEASTERN STATE UNIVERSITY | |||||||
| 812 N CEDAR AVE | TAHLEQUAH | OK | 74464 | NONE | PC | GENERAL | $2,500 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION-ROSS GROUP SCHOL | |||||||
| 400 SOUTH MONROE | STILLWATER | OK | 74074 | NONE | PC | GENERAL | $12,500 |
| OKLAHOMANS FOR EQUALITY | |||||||
| 621 E 4TH STREET | TULSA | OK | 74120 | NONE | PC | GENERAL | $1,500 |
| OPERATION HOLIDAY SPIRIT TINKER AFB | |||||||
| 513 ACG/CCE 3800 AVE A STE 201 | TINKER AIR FORCE BASE | OK | 13745 | NONE | PC | GENERAL | $5,000 |
| PITTSBURGH STATE UNIVERSITY | |||||||
| 1701 SOUTH BROADWAY | PITTSBURG | KS | 66762 | NONE | PC | GENERAL | $2,500 |
| PLANNED PARENTHOOD | |||||||
| 1007 S PEORIA AVE | TULSA | OK | 74120 | NONE | PC | GENERAL | $5,000 |
| RAY OF HOPE ADVOCACY CENTER - HOPS FOR HOPE | |||||||
| PO BOX 4037 | BARTLESVILLE | OK | 74006 | NONE | PC | GENERAL | $1,000 |
| SOUTHEASTERN OKLAHOMA STATE UNIVERSITY | |||||||
| 1405 N 4TH PMB 4187 | DURANT | OK | 74701 | NONE | PC | GENERAL | $2,500 |
| THE ROCK HOUSE CHURCH | |||||||
| PO BOX 508 | CATOOSA | OK | 74015 | NONE | PC | GENERAL | $5,000 |
| TULSA POLICE HEROES BANQUET CO TULSA COMMUNITY FOUNDATION | |||||||
| 10110 E 11TH STREET | TULSA | OK | 74128 | NONE | PC | GENERAL | $5,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | NONE | PC | GENERAL | $2,500 |
| UNIVERSITY OF TULSA - CBA | |||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | NONE | PC | GENERAL | $2,500 |
| UNIVERSITY OF TULSA - MCFARLIN LIBRARY | |||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | NONE | PC | GENERAL | $5,000 |
| UNIVERSITY OF TULSA - UNIVERSITY SCHOOL - COMPUTER SCIENCE | |||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | NONE | PC | GENERAL | $10,000 |
| UNIVERSITY OF TULSA - UNIVERSITY SCHOOL - MATHEMATICS ENDOWMENT | |||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | NONE | PC | GENERAL | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,381 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,571 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,479 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,431 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,431 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THE ROSS GROUP CONSTRUCTION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52570 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741520570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY INVESTMENTS | AT COST | $819,323 | $865,634 |
| UNREALIZED GAIN/LOSS ON INVESTMENTS | AT COST | $46,311 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $396 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $396 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST FROM NOTES RECEIVABLE | Desc |
| Revenue And Expenses Per Books | $11,571 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,571 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,571 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $46,656 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $315,640 | BOYBookValueAmt |
| EOY Book Value | $284,418 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $136 | Amt |
| Net Investment Income | $136 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES | $1,372 | $0 | $0 |
| FOREIGN TAXES | $75 | $75 | $0 |