CORETZ FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CORETZ FAMILY FOUNDATION (EIN 20-1813311)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-30
- IRS object ID
- 201542119349100324
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-30T17:57:36-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARINER CONSULTING LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 EAST SKELLY DRIVE SUITE 960 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74135 | 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 | 201813311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Coretz Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT CORETZ | InCareOfNm |
| Business Name Control | CORE | BusinessNameControlTxt |
| Phone | 9182980512 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2675 S BIRMINGHAM PLACE | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT K CORETZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9182980512 | PhoneNum |
| Signature | 2015-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT SOZA CPA | PreparerPersonNm |
| PTIN | P00496569 | PTIN |
| Phone | 9183881655 | PhoneNum |
| 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 | $14,691,165 | 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 | $3,007,893 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $81 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $81 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $164,659 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $164,659 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $464,681 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,210,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $464,681 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,637,314 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $629,421 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,133 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,133 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $9 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $30,156 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $222 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,765 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,765 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $132,938 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $103,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $597,618 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $597,618 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $730,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $103,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $597,618 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,906,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $526,417 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,646 | CashBOYAmt |
| Cash EOY | $434,362 | CashEOYAmt |
| Cash EOYFMV | $434,362 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,186,423 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,668,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,869,820 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,986,026 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,038,120 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,386,983 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,234,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,140,853 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,691,165 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,234,095 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,140,853 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,234,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,140,853 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,234,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,140,853 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,234,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,906,758 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,140,853 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,140,853 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE STATEMENT D-1 | P | $2,786,171 | $2,911,618 | -$125,447 | -$125,447 |
| SEE STATEMENT D-1 | P | $1,427,782 | $1,104,808 | $322,974 | $322,974 |
| SEE STATEMENT D-1 | P | $525,617 | $382,973 | $142,644 | $142,644 |
| SEE STATEMENT D-1 | P | $338,124 | $346,573 | -$8,449 | -$8,449 |
| CAPITAL GAIN DIVIDENDS | P | $141,527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $464,681 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $581,372 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,650,613 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049901 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $188,355 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,196,707 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018472 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,055 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,056,671 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.009391 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $363,415 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,893,253 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061666 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $408,524 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,411,479 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.092605 | DistributionYr5Rt |
| Total Distribution | 0.232035 | TotalDistributionRt |
| Average Distribution | 0.046407 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,981,974 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $556,047 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,264 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $561,311 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $597,618 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,264 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,264 | SubtotalAmt |
| Tax Based On Investment Income | $5,264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,150 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,150 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,886 | OverpaymentAmt |
| Applied To ES Tax | $5,600 | AppliedToESTaxAmt |
| Refund | $10,286 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT CORETZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9182980512 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2675 S BIRMINGHAM | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT CORETZ | ||||||
| 2675 S BIRMINGHAM | TULSA | OK | 74114 | PRESIDENT | 0 | $0 |
| KIM CORETZ | ||||||
| 2675 S BIRMINGHAM | TULSA | OK | 74114 | VICE-PRESIDENT | 0 | $0 |
| ROBERT CORETZ | ||||||
| 2675 S BIRMINGHAM | TULSA | OK | 74114 | TREASURER | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,090,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,175 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,164,441 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,164,441 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,467 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,981,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $599,099 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $599,099 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,264 | TotalTaxAmt |
| Distributable Before Adj | $593,835 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $593,835 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $593,835 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $597,618 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $597,618 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,264 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $592,354 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $593,835 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,885 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $597,618 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,885 | AppliedToYear1Amt |
| Applied To Current Year | $587,733 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $6,102 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT CORETZ | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 108 Contemporary | |||||||
| 108 E Brady St | Tulsa | OK | 74103 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| American Cancer Society | |||||||
| 4110 S 100th East Ave Ste 101 | Tulsa | OK | 74146 | NONE | PC | GENERAL OPERATIONS | $4,000 |
| American Diabetes Association | |||||||
| 6600 S Yale Ave Ste 1310 | Tulsa | OK | 74136 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| Aspen Institute | |||||||
| One Dupont Circle NW Suite 700 | Washington | DC | 20036 | NONE | PC | GENERAL OPERATIONS | $110,000 |
| Community Food Bank | |||||||
| 1304 N Kenosha Ave | Tulsa | OK | 74106 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| Congregation B'nai Emunah | |||||||
| 1719 S Owasso Ave | tulsa | OK | 74120 | NONE | PC | GENERAL OPERATIONS | $1,525 |
| HOPE | |||||||
| 3540 East 31 St Street Suite 3 | Tulsa | OK | 74135 | NONE | PC | GENERAL OPERATIONS | $1,500 |
| Iron Gate | |||||||
| 501 South Cincinnati Avenue | Tulsa | OK | 74103 | NONE | PC | GENERAL OPERATIONS | $2,500 |
| Jewish Federation of Tulsa | |||||||
| 2021 E 71st St | Tulsa | OK | 74136 | NONE | PC | GENERAL OPERATIONS | $32,000 |
| MDA-ALS | |||||||
| 5840 S Memorial Dr Ste 307 | Tulsa | OK | 74145 | NONE | PC | GENERAL OPERATIONS | $2,500 |
| Mental Health Association Oklahoma | |||||||
| 1870 S Boulder Ave | Tulsa | OK | 74119 | NONE | PC | GENERAL OPERATIONS | $40,334 |
| OKIE | |||||||
| PO BOX 52811 | tulsa | OK | 74152 | NONE | PC | GENERAL OPERATIONS | $285 |
| Oklahomans for Equality | |||||||
| 621 E 4th St | tulsa | OK | 74120 | NONE | PC | GENERAL OPERATIONS | $10,000 |
| Philbrook Museum of Art | |||||||
| 2727 S Rockford Rd | tulsa | OK | 74114 | NONE | PC | General Operations | $2,000 |
| Planned Parenthood | |||||||
| 1007 S Peoria Ave | tulsa | OK | 74120 | NONE | PC | General Operations | $10,000 |
| Public Radio Tulsa | |||||||
| 800 S Tucker Dr | tulsa | OK | 74104 | NONE | PC | General Operations | $500 |
| Riverfield Country Day School | |||||||
| 2433 West 61st Street | tulsa | OK | 74132 | NONE | PC | GENERAL OPERATIONS | $1,500 |
| Street School | |||||||
| 1135 S Yale Ave | Tulsa | OK | 74112 | NONE | PC | General Operations | $5,000 |
| Temple Israel | |||||||
| 2004 E 22nd Pl | tulsa | OK | 74114 | NONE | PC | General Operations | $3,500 |
| The Committee of One Hundred Tulsa Inc | |||||||
| 7018 N Lakewood Ave | Tulsa | OK | 74117 | NONE | PC | General Operations | $350 |
| The Parent Child Center | |||||||
| 1421 S Boston Ave Tulsa OK 74119 | tulsa | OK | 74119 | NONE | PC | General Operations | $1,000 |
| The Sherwin Miller Museum of Art | |||||||
| 2021 E 71st St | Tulsa | OK | 74136 | NONE | PC | General Operations | $3,000 |
| Tulsa Area United Way | |||||||
| 1430 S Boulder Ave | tulsa | OK | 74119 | NONE | PC | General Operations | $50,000 |
| Tulsa CARES | |||||||
| 3507 E Admiral Pl | Tulsa | OK | 74115 | NONE | PC | General Operations | $91,100 |
| Tulsa Community Foundation | |||||||
| 7030 S Yale Ave Ste 600 | Tulsa | OK | 74136 | NONE | PC | General Operations | $3,000 |
| Tulsa Girls Art | |||||||
| 2202 E Admiral Blvd | Tulsa | OK | 74110 | NONE | PC | General Operations | $2,500 |
| Tulsa Jewish Retirement Community Center | |||||||
| 2025 E 71st St | tulsa | OK | 74136 | NONE | PC | General Operations | $100,000 |
| Youth Services | |||||||
| 311 S Madison Ave | tulsa | OK | 74120 | NONE | PC | General Operations | $3,000 |
| American Heart Association | |||||||
| 2227 E Skelly Dr | tulsa | OK | 74105 | NONE | PC | GENERAL OPERATIONS | $200 |
| Cavett Kids Foundation | |||||||
| 3801 N Classen Blvd | Oklahoma City | OK | 73118 | NONE | PC | GENERAL OPERATIONS | $250 |
| City Year Tulsa | |||||||
| 15 E Fifth St Suite 1621 | Tulsa | OK | 74103 | NONE | PC | GENERAL OPERATIONS | $33,334 |
| Family & Children's Services | |||||||
| 650 S Peoria Ave | Tulsa | OK | 74120 | NONE | PC | GENERAL OPERATIONS | $180 |
| Gatesway Foundation | |||||||
| 1217 E College St | broken arrow | OK | 74012 | NONE | PC | GENERAL OPERATIONS | $500 |
| JCC of Dallas | |||||||
| 7900 Northaven Rd | Dallas | TX | 75230 | NONE | PC | GENERAL OPERATIONS | $180 |
| Mizel School | |||||||
| 2021 East 71st Street | Tulsa | OK | 74136 | NONE | PC | GENERAL OPERATIONS | $500 |
| National MS Society | |||||||
| 4606 E 67th St Ste 103 | tulsa | OK | 74136 | NONE | PC | GENERAL OPERATIONS | $500 |
| Pryor First United Methodist Church | |||||||
| 400 E Graham Ave | pryor | OK | 74361 | NONE | PC | GENERAL OPERATIONS | $100 |
| Reading Partners Tulsa | |||||||
| 180 Grand AveSuite 800 | Oakland | CA | 94612 | NONE | PC | GENERAL OPERATIONS | $180 |
| The Buddy Program | |||||||
| 110 East Hallman Street Suite 125 | Aspen | CO | 81611 | NONE | PC | GENERAL OPERATIONS | $4,000 |
| The Gathering Place | |||||||
| 2800 S Boston Ave | Tulsa | OK | 74114 | NONE | PC | GENERAL OPERATIONS | $50,000 |
| Tulsa Global Alliance | |||||||
| 800 Tucker Dr | Tulsa | OK | 74104 | NONE | PC | GENERAL OPERATIONS | $1,500 |
| Tulsa Glassblowing School | |||||||
| 19 E Brady St Tulsa | Tulsa | OK | 74103 | NONE | PC | GENERAL OPERATIONS | $5,000 |
| Tulsa Parrot Head Club | |||||||
| PO Box 691212 | Tulsa | OK | 741691212 | NONE | PC | GENERAL OPERATIONS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $597,618 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,659 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $464,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $629,421 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $629,421 | 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 |
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 | ROBERT CORETZ | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2675 SOUTH BIRMINGHAM PLACE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,007,893 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,257,893 | FairMarketValueAmt |
| Received | 2014-11-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,875 | Amt |
| Net Investment Income | $3,875 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB | $0 | $0 |
| SCHWAB ONE | $3,668,371 | $3,869,820 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ICG - BOB KLEIN | $287 | $369 |
| MS - CLEARBRIDGE | $992,087 | $1,363,415 |
| MS - GW&K | $942,856 | $1,101,250 |
| MS - PIMCO TOTAL | $639,265 | $625,356 |
| MS - THORNBURG | $8,856 | $177 |
| MS - VIRTUS EM OPP | $816,004 | $832,153 |
| ICG - 7170 GENERAL ACCOUNT | $541,087 | $541,089 |
| MS - MILLER HOWARD | $698,365 | $788,580 |
| MS - ABBEY CAPITAL | $0 | $264,835 |
| ICG - ACCESS OFFSHORE | $3,242,814 | $3,384,376 |
| MS - 51008 | $1,056,497 | $385,380 |
| MS - LAZARD INTERNATIONAL | $1,100,002 | $1,100,003 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| DIVIDEND EXPENSE | $416 | $416 |
| MISC EXPENSE | $75 | $75 |
| PARTNERSHIP OTHER EXPENSES | $3,274 | $3,274 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL CONTRIBUTION PAYABLE | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MANAGEMENT FEES | $93,005 | $93,005 |
| OTHER PROFESSIONAL FEES | $2,128 | $2,128 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $222 | $222 |
| TAXES | $29,934 |