BURTON FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BURTON FOUNDATION INC (EIN 73-1584983)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201533159349100333
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T12:17:39-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 COUCH DR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731022251 | 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 | 731584983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURT | BusinessNameControlTxt |
| Phone | 4057555571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 SYCAMORE LANE | AddressLine1Txt |
| City | FERNANDINA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GRAY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4057555571 | PhoneNum |
| Signature | 2015-11-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLAN WRIGHT | PreparerPersonNm |
| PTIN | P00112450 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2015-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,294,956 | 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 | $566,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $566,194 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,052,470 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,878,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,052,470 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,618,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,618,664 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $291,228 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $145,538 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $145,690 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,738 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,351 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $7,952 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,952 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,724 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,921 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $343,563 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158,613 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160,563 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $693,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $693,374 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,036,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158,613 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $853,937 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $581,727 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,460,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $184,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,720,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,720,595 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $29,606,487 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,574,361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,574,361 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $29,790,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,294,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,294,956 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $29,790,866 | UnrestrictedBOYAmt |
| Unrestricted EOY | $30,294,956 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,790,866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,294,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,790,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,294,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,790,866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $581,727 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,372,593 | SubtotalAmt |
| Other Decreases | $77,637 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,294,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (29 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN ST COVERED GAIN | P | $96,875 | $99,868 | -$2,993 | -$2,993 |
| GOLDMAN ST ORDINARY GAINS | P | $69 | $69 | ||
| GOLDMAN LT COVERED GAIN | P | $200,170 | $127,667 | $72,503 | $72,503 |
| GOLDMAN ST COVERED GAIN | P | $530,100 | $529,350 | $750 | $750 |
| GOLDMAN LT NONCOVERED GAIN | P | $40,461 | $17,496 | $22,965 | $22,965 |
| GOLDMAN ST NONCOVERED GAIN | P | $654,944 | $651,700 | $3,244 | $3,244 |
| GOLDMAN ST COVERED GAIN | P | $21,221 | $23,977 | -$2,756 | -$2,756 |
| GOLDMAN LT DISALLOWED LOSS | P | $148 | $148 | $148 | |
| GOLDMAN LT COVERED GAIN | P | $155,041 | $91,573 | $63,468 | $63,468 |
| GOLDMAN LT COVERED GAIN | P | $10,406 | $10,568 | -$162 | -$162 |
| GOLDMAN LT NONCOVERED GAIN | P | $19,036 | $14,687 | $4,349 | $4,349 |
| GOLDMAN LT NONCOVERED GAIN | P | $505,302 | $484,248 | $21,054 | $21,054 |
| GOLDMAN ST DISALLOWED LOSS | P | $1,567 | $1,567 | $1,567 | |
| GOLDMAN ST COVERED GAIN | P | $59,195 | $42,701 | $16,494 | $16,494 |
| GOLDMAN ST COVERED GAIN | P | $31,984 | $33,677 | -$1,693 | -$1,693 |
| GOLDMAN LT COVERED GAIN | P | $133,124 | $97,035 | $36,089 | $36,089 |
| GOLDMAN LT COVERED GAIN | P | $240,282 | $182,993 | $57,289 | $57,289 |
| GOLDMAN LT NONCOVERED GAIN | P | $102 | $34 | $68 | $68 |
| GOLDMAN LT NONCOVERED GAIN | P | $51,746 | $26,848 | $24,898 | $24,898 |
| GOLDMAN ST COVERED GAIN | P | $40,893 | $38,544 | $2,349 | $2,349 |
| GOLDMAN FUTURE ST CONTRACT GAINS | P | $1,020 | -$1,020 | -$1,020 | |
| GOLDMAN LT COVERED GAIN | P | $179,938 | $119,787 | $60,151 | $60,151 |
| GOLDMAN FUTURE LT CONTRACT GAINS | P | $1,530 | -$1,530 | -$1,530 | |
| GOLDMAN LT NONCOVERED GAIN | P | $2 | $2 | $2 | |
| GOLDMAN ST COVERED GAIN | P | $33,867 | $32,193 | $1,674 | $1,674 |
| GOLDMAN LT NONCOVERED GAIN | P | $3,655,457 | $3,091,182 | $564,275 | $564,275 |
| GOLDMAN LT COVERED GAIN | P | $154,173 | $107,357 | $46,816 | $46,816 |
| CAPITAL GAIN DISTRIBUTION | P | $61,606 | $61,606 | $61,606 | |
| GOLDMAN LT NONCOVERED GAIN | P | $865 | $865 | $865 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,052,470 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $64,432 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $404,724 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,812,339 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.014552 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,054,607 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $26,131,946 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078624 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,989,746 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,109,661 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073396 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,539,531 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,530,730 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.095720 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,527,515 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $25,305,224 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099881 | DistributionYr5Rt |
| Total Distribution | 0.362173 | TotalDistributionRt |
| Average Distribution | 0.072435 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,657,432 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,148,236 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,601 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,162,837 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $853,937 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,201 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,201 | SubtotalAmt |
| Tax Based On Investment Income | $29,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,080 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,525 | AppliedToEsTaxAmt |
| Total Payments And Credits | $22,605 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $651 | EsPenaltyAmt |
| Tax Due | $7,247 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | FOUNDATION MANAGEMENT | IndividualWithBooksNm |
| Phone | 4057555571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 NW 122 BRADLEY SQUARE STE D | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73120 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| GRETCHEN GRAY | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE, SEC | 1.00 | $0 | $0 | $0 |
| DAVID GRAY | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE, PRE | 1.00 | $0 | $0 | $0 |
| ROBERT GRAY | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSEPH GRAY | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LISA WALL | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KARI KOSTER | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | ASSISTANT SE | 1.00 | $0 | $0 | $0 |
| SHERRIE SCHROEDER | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| FOUNDATION MANAGEMENT INC | ||||||
| 2932 NW 122 | BRADLEY SQUARE SUITE D | OKLAHOMA CITY | OK | 73120 | MANAGEMENT FEES | $145,690 |
| GOLDMAN SACHS | ||||||
| 25 BRITISH AMERICAN BLVD | LATHAM | NY | 12110 | PORTFOLIO MANAG | $145,538 | |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,501,145 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,607,923 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,109,068 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $30,109,068 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $451,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,657,432 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,482,872 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,482,872 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,201 | TotalTaxAmt |
| Distributable Before Adj | $1,453,671 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,453,671 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,453,671 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $853,937 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $853,937 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $853,937 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,453,671 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $691,176 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,221,993 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $729,702 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $755,762 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,398,633 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $853,937 | QualifyingDistributionsAmt |
| Applied To Current Year | $853,937 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $599,734 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $599,734 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,798,899 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $91,442 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,707,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,221,993 | ExcessFromYear4Amt |
| Excess From Year3 | $729,702 | ExcessFromYear3Amt |
| Excess From Year2 | $755,762 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AID TO THE CHURCH IN NEED | ||||||||
| PO BOX 220384 | BROOKLYN | NY | 11222 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $30,000 | |
| ALL SAINTS CATHOLIC SCHOOL | ||||||||
| 299 SOUTH 9TH STREET | BROKEN ARROW | OK | 74012 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ATTN MS ANN SCALET |
| AMERICAN RED CROSS - TULSA AREA CHA | ||||||||
| 10151 E 11TH STREET | TULSA | OK | 73104 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $2,000 | |
| AMERICAN RIVERS | ||||||||
| 1101 14TH ST NW STE 1400 | WASHINGTON | DC | 200055637 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ATTN ROBBIN MARKS |
| ARCHDIOCESE FOR MILITARY SERVICES | ||||||||
| PO BOX 4469 | WASHINGTON | DC | 20017 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | ATTN ARCHBISHOP TIMOTHY P BROGLIO |
| ARTS AND HUMANITIES COUNCIL OF TULS | ||||||||
| 2210 S MAIN | TULSA | OK | 74114 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| BIRTH CHOICE | ||||||||
| PO BOX 94533 | OKLAHOMA CITY | OK | 73143 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $2,000 | |
| BISHOP KELLY HIGH SCHOOL | ||||||||
| 3905 HUDSON AVENUE | TULSA | OK | 74135 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | |
| BONEFISH & TARPON UNLIMITED | ||||||||
| 24 DOCKSIDE LANE 83 | KEY LARGO | FL | 33037 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| BOYS REPUBLIC | ||||||||
| 1907 BOYS REPUBLIC DRIVE | CHINO HILLS | CA | 91709 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| CARDINAL MINDSZENTY FOUNDATION | ||||||||
| PO BOX 11321 | ST LOUIS | MO | 631050121 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| CATHOLIC CHARITIES - TULSA | ||||||||
| PO BOX 580460 | TULSA | OK | 741580406 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | |
| CATHOLIC DIOCESE OF RALIEGH | ||||||||
| 7200 STONEHENGE DRIVE | RALEIGH | NC | 27613 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $2,500 | ATTN RYAN FLOOD |
| CATHOLIC NEAR EAST WELFARE ASSN | ||||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 100224195 | NONE | 501D3 | UNRESTRICTED GIFT FOR OPERATIONS | $30,000 | |
| CHILDREN'S MEDICAL RESEARCH | ||||||||
| 1200 CHILDRENS AVE | OKLAHOMA CITY | OK | 73104 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | |
| CHRISTENDOM COLLEGE | ||||||||
| 2200 W ITHACA ST | BROKEN ARROW | OK | 74012 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| CHURCH OF ST BENEDICT | ||||||||
| 2200 W ITHICA ST | BROKEN ARROW | OK | 74012 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| COMMUNITIES FOUNDATION OF OKLAHOMA | ||||||||
| 2932 NW 122ND ST STE D | OKLAHOMA CITY | OK | 73120 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $374 | |
| COMMUNITIES FOUNDATION OF OKLAHOMA | ||||||||
| 2932 NW 122ND ST STE D | OKLAHOMA CITY | OK | 73120 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $200,000 | |
| COMMUNITIES FOUNDATION OF OKLAHOMA | ||||||||
| 2932 NW 122ND ST STE D | OKLAHOMA CITY | OK | 73120 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $200,000 | |
| COMMUNITY FOOD BANK OF EASTER OKLAH | ||||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | ATTN EILEEN BRADSHAW |
| COVENANT HOUSE | ||||||||
| 346 WEST 17TH STREET | NEW YORK | NY | 10011 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| DAYSPRING VILLA | ||||||||
| PO BOX 1588 | SAND SPRINGS | OK | 74063 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ATTN WILMA LIVELY |
| ETERNAL WORD TELEVISION NETWORK | ||||||||
| 5817 OLD LEADS ROAD | IRONDALE | AL | 35210 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| FOOD FOR THE POOR | ||||||||
| 6401 LYONS ROAD-DEPT 96 | COCONUT CREEK | FL | 33073 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | |
| HOPE REINS OF RALEIGH | ||||||||
| PO BOX 99152 | RALEIGH | NC | 27624 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ATTN KIM TSCHIRRET |
| MAKE A WISH FND OF CENTRAL & W NC | ||||||||
| 1131 HARDING PLACE | CHARLOTTE | NC | 28204 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ATTN TRICIA GRIFFIN |
| NASSAU COUNTY FLORIDA HUMANE SOC | ||||||||
| PO BOX 16090 | FERNANDINA BEACH | FL | 32035 | NONE | 501C3 | UNRESTRICTIED GIFT FOR OPERATIONS | $500 | C/O AMELIA ISLAND BRANCH |
| NATIONAL COWBOY & WESTERN HERITAGE | ||||||||
| 1700 NE 63RD STREET | OKLAHOMA CITY | OK | 73111 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| NATIONAL SHRINE INFANT JESUS PRAGUE | ||||||||
| 304 JIM THORPE BLVD | PRAGUE | OK | 74864 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $12,000 | |
| NEIGHBOR FOR NEIGHBOR | ||||||||
| 300 SW 13TH STREET | OKLAHOMA CITY | OK | 73109 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $2,000 | |
| NIGHTLIGHT CHRISTIAN ADOPTIONS | ||||||||
| 801 E CHAPMAN AVE STE 106 | FULLERTON | CA | 928313839 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ATTN RONALD L STODDART |
| OKLAHOMA EDUCATIONAL TELEVISION AUT | ||||||||
| PO BOX 18424 | OKLAHOMA CITY | OK | 73154 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | OETA FOUNDATION |
| RONALD MCDONALD HOUSE OF C & W NC | ||||||||
| 4601 SIX FORKS RD STE 20 | RALEIGH | NC | 27609 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ATTN FRED HUEBNER |
| SALVATION ARMY THE | ||||||||
| 5101 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73112 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| SOCIETY FOR PROPAGATION OF THE FAIT | ||||||||
| 366 FIFTH AVENUE 12 | NEW YORK | NY | 10001 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | |
| ST ANNE'S CATHOLIC CHURCH | ||||||||
| 301 S 9TH ST | BROKEN ARROW | OK | 74012 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | |
| ST GREGORY'S UNIVERSITY | ||||||||
| 1900 WEST MACARTHUR | SHAWNEE | OK | 74804 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPIT | ||||||||
| 332 N LAUDERDALE | MEMPHIS | TN | 38105 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| ST MICHAEL ACADEMY | ||||||||
| 228 N FOURTH ST | FERNANDINA BEACH | FL | 32034 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $7,250 | |
| ST MICHAEL CATHOLIC CHURCH | ||||||||
| 505 BROOME ST | FERNANDINA BEACH | FL | 32034 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $7,250 | |
| TEXAS BIGHORN SOCIETY | ||||||||
| PO BOX 53145 | LUBBOCK | TX | 79453 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ATTN KATHY BOONE |
| THALES ACADEMY | ||||||||
| 1177 AMBERGATE STATION | CHARLOTTE | NC | 28204 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $2,500 | ATTN HILLARY HERMAN |
| THE BECKET FUND | ||||||||
| 300 K ST NW SUITE 220 | WASHINGTON | DC | 20007 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| THE DIOCESE OF TULSA | ||||||||
| PO BOX 32180 | OKLAHOMA CITY | OK | 73123 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | ATTN DIOCESEAN DEVELOPMENT |
| THOMAS MORE LAW CENTER | ||||||||
| PO BOX 393 | ANN ARBOR | MI | 48106 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| THOMAS MORE SOCIETY | ||||||||
| 29 S LA SALLE ST | CHICAGO | IL | 60603 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| TULSA SYMPHONY ORCHESTRA INC | ||||||||
| 111E 1ST STREET 1 | TULSA | OK | 74103 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,500 | ATTN RONALD E PREDL |
| TULSA ZOO FRIENDS FOUNDATION | ||||||||
| 6421 E 36TH N | TULSA | OK | 74115 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| UNIVERSITY OF ROCHESTER SCHOOL OF N | ||||||||
| 601 ELMWOOD AVENUE | ROCHESTER | NY | 14642 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,500 | |
| WASHINGTON LEGAL FOUNDATION | ||||||||
| 2009 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20036 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $15,000 | |
| WASHINGTON UNIVERSITY IN ST LOUIS | ||||||||
| 700 ROSEDALE ST BOX 1004 | ST LOUIS | MO | 63130 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| XAVIER SOCIETY FOR THE BLIND | ||||||||
| 154 EAST 23 STREET | NEW YORK | NY | 10010 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $693,374 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $566,194 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,052,470 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,618,664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,618,664 | 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 | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS HELD BY GOLDMAN SAC | StockNm |
| EOY Book Value | $27,574,361 | EOYBookValueAmt |
| EOYFMV | $27,574,361 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN(LOSS) | Desc |
| Amt | $77,637 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $1,196 | $1,196 | |
| MEMBERSHIPS | $725 | $725 | |
| BOND AMORTIZATION | $4,724 | $4,724 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $291,228 | Amt |
| Net Investment Income | $145,538 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $145,690 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADR & FOREIGN TAXES PAID | $8,351 | $8,351 |
| FEDERAL INCOME TAX | $24,387 |