NOBLE RESEARCH INSTITUTE LLC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NOBLE RESEARCH INSTITUTE LLC (EIN 73-0606209)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-10
- IRS object ID
- 201542229349100439
- 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
- Compensation Explanation
- Depreciation Schedule
- Explan Of Legis Political Actvts
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- 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 | 2015-08-10T14:54:07-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N ROBINSON SUITE 1200N | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | 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 | 730606209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Samuel Roberts Noble Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % A JILL WALLACE | InCareOfNm |
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 5802246227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2510 Sam Noble Parkway | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| City | Ardmore | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A Jill Wallace | PersonNm |
| Person Title | Vice President & CFO | PersonTitleTxt |
| Signature | 2015-08-07 | SignatureDt |
| 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 | $1,247,618,554 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,955,734 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,828,479 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,052,247 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,208,726 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,105,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $503,594,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,450,923 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,358,114 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,618,666 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,544,436 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $72,471,557 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,106,794 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,544,436 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,467,970 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $169,809 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,279,410 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $17,922,166 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $40,798 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,881,368 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,862,424 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $23,715 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,670,235 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $270,637 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $276,332 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $120,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,139 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $102,786 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,384,792 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,207,911 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,161,565 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,436,082 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $506,093 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,956 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,724,893 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,621,264 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,621,938 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $968,290 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9,496 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $965,013 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $138,967 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $143,100 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,533,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,002,809 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $5,544,436 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,821,469 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,452,159 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,978,770 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,544,436 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,925,172 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,368,616 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,377,341 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,820,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,978,770 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,544,436 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,302,513 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,349,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,128,024 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $51,608 | CashBOYAmt |
| Cash EOY | $185,440 | CashEOYAmt |
| Cash EOYFMV | $185,440 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,617,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,699,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,699,394 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $366,716 | AcctRcvblAmt |
| Acct Rcvbl BOY | $679,776 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $366,716 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $366,716 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $1,530,535 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $1,200,180 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,200,180 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $151,222 | InventoriesBOYAmt |
| Inventories EOY | $153,322 | InventoriesEOYAmt |
| Inventories EOYFMV | $153,322 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $735,560 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $704,321 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $704,321 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $17,483,797 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $18,621,016 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $18,621,016 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $808,264,266 | CorporateStockBOYAmt |
| Corporate Stock EOY | $686,719,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $686,719,977 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $55,921,502 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $77,168,526 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $77,168,526 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $54,160 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $44,936 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $9,224 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $9,224 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,146,535 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $216,120,872 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $237,829,961 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $237,829,961 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $209,413,238 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $88,088,080 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $126,414,990 | LandBOYAmt |
| Land EOY | $121,325,158 | LandEOYAmt |
| Land EOYFMV | $209,413,238 | LandEOYFMVAmt |
| Other Assets BOY | $1,381,578 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,409,928 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,409,928 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,237,362,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,155,393,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,247,618,554 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,336,998 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,206,671 | AccountsPayableEOYAmt |
| Grants Payable BOY | $585,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $576,875 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $19,680,197 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $36,473,453 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,602,195 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,256,999 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,209,436,056 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,110,666,047 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $2,324,282 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $2,470,117 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,211,760,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,113,136,164 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,237,362,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,155,393,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,211,760,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,349,218 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$94,274,956 | OtherIncreasesAmt |
| Subtotal | $1,113,136,164 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,113,136,164 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|
| NOBLE ENERGY | D | 1969-10-31 | $3,999,864 | $9,379 | $3,982,357 | $17,507 | $9,379 | $8,128 | $3,982,357 |
| PUBLICLY TRADED SECURITIES LT | P | $403,603,223 | $361,308,666 | $42,294,557 | $42,294,557 | ||||
| PUBLICLY TRADED SECURITIES ST | P | $92,892,524 | $91,072,105 | $1,820,419 | $1,820,419 | ||||
| PARTNERSHIP K-1 ST GAIN | P | $375,180 | $375,180 | $375,180 | |||||
| PARTNERSHIP K-1 LT GAIN | P | $2,724,108 | $2,724,108 | $2,724,108 | |||||
| PARTNERSHIP K-1 SECT 1256 ST LOSS | P | $298,279 | -$298,279 | -$298,279 | |||||
| PARTNERSHIP K-1 SECT 1256 LT LOSS | P | $447,419 | -$447,419 | -$447,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,450,923 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,574,330 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,029,293,013 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03942 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,154,942 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $921,295,641 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052269 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,636,354 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $948,679,081 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052322 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,690,504 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $897,745,400 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052009 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,336,824 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $800,029,775 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061669 | DistributionYr5Rt |
| Total Distribution | 0.257689 | TotalDistributionRt |
| Average Distribution | 0.051538 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,079,709,988 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,646,093 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $691,280 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $56,337,373 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,028,323 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,382,560 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,382,560 | SubtotalAmt |
| Tax Based On Investment Income | $1,382,560 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,350,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,350,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $404 | EsPenaltyAmt |
| Tax Due | $32,964 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | Yes (true) | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | 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 |
| Website Address | www.noble.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A JILL WALLACE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5802246227 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2510 SAM NOBLE PARKWAY | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (27 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM B BUCKNER | ||||||||
| 2510 Sam Noble Parkway | ARDMORE | OK | 73401 | PRESIDENT | 0 | $529,781 | $25,325 | $27,597 |
| MICHAEL UDVARDI | ||||||||
| 2510 Sam Noble Parkway | ARDMORE | OK | 73401 | SR VP & DIVISION DIRECTOR | 0 | $200,497 | $49,201 | $6,289 |
| BILLY COOK | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | SR VP & DIVISION DIRECTOR | 0 | $240,349 | $50,492 | $5,207 |
| E CHARLES BRUMMER | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | SR VP & DIVISION DIRECTOR | 0 | $134,246 | $31,157 | $2,708 |
| ZENGYU WANG | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | SR VP & DIVISION DIRECTOR | 0 | $193,023 | $42,216 | $1,688 |
| STEVEN P RHINES | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | VP & GENERAL COUNSEL | 0 | $270,602 | $39,999 | $4,703 |
| A JILL WALLACE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | VP & CHIEF FINANCIAL OFFICER | 0 | $210,280 | $34,891 | $4,410 |
| DIANE PINSKER | ||||||||
| 2510 Sam Noble Parkway | ARDMORE | OK | 73401 | VP BUSINESS DEVELOPMENT | 0 | $192,548 | $12,411 | $12,922 |
| ELIZABETH ALDRIDGE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | SECRETARY | 0 | $92,394 | $23,089 | |
| CODY NOBLE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $25,500 | ||
| RUSSELL NOBLE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $29,500 | ||
| MARIANNE ROONEY | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $31,500 | ||
| D RANDOLPH BROWN JR | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $28,000 | ||
| JESSIE NANCE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $29,000 | ||
| STEPHEN YOUNG | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $30,500 | $742 | |
| SUSAN BROWN | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $28,000 | ||
| JAMES C DAY | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $30,500 | $656 | |
| SAM DUBOSE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $29,500 | ||
| VIVIAN NOBLE DUBOSE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $31,500 | ||
| BILL GODDARD | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $31,500 | ||
| SHELLEY DRU MULLINS | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $29,500 | ||
| GINGER DUBOSE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $25,000 | ||
| PATRICK ROONEY | ||||||||
| 2510 Sam Noble Parkway | ARDMORE | OK | 73401 | TRUSTEE | 0 | $8,750 | ||
| JAMES DAY | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $8,000 | ||
| JACK WALDO | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 0 | $8,000 | ||
| ANN NOBLE BROWN | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | TRUSTEE EMERITUS | 0 | $0 | ||
| DAVID R BROWN | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | TRUSTEE EMERITUS | 0 | $0 | ||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| TEAL PEMBERTON | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | DIR HUMAN RESOURCES | 40.0 | $182,852 | $36,626 | |
| JEFF MOEN | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | DIR BUS DEVELOPMENT | 40.0 | $172,308 | $20,517 | $4,370 |
| RICK NELSON | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | PROFESSOR & RES ADM | 40.0 | $168,213 | $50,864 | $431 |
| LLOYD SUMNER | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | PROFESSOR | 40.0 | $155,398 | $33,358 | $609 |
| ELISON BLANCAFLOR | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | PROFESSOR | 40.0 | $147,785 | $34,771 | $624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 161 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SANDS CAPITAL MANAGEMENT LLC | |||||
| PO BOX 1821 | MERRIFIELD | VA | 221168021 | INVESTMENT MANAGER | $624,570 |
| MERCER | |||||
| PO BOX 730182 | DALLAS | TX | 753730182 | CONSULTANT | $485,752 |
| LUTHER KING CAPITAL | |||||
| 301 COMMERCE ST SUITE 1600 | FORT WORTH | TX | 76102 | INVESTMENT MANAGER | $446,062 |
| SILCHESTER | |||||
| 780 THIRD AVENUE 42ND FLOOR | NEW YORK | NY | 10017 | INVESTMENT MANAGER | $438,787 |
| PYRFORD INTLBMO GLOBAL | |||||
| PO BOX 2977 | MILWAUKEE | WI | 532012977 | INVESTMENT MANAGER | $390,424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 22 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AGRICULTURAL-ASSISTS OVER 1,500 FARMERS/RANCHERS IN REACHING FINANCIAL,PRODUCTION,STEWARDSHIP &QUALITY OF LIFE GOALS THRU NO-COST CONSULTATION,EDUCATIONAL EVENTS & APPLIED RESEARCH. | Description1Txt |
| Expenses1 | $11,640,541 | Expenses1Amt |
| Description2 | FORAGE IMPROVEMENT-CONDUCTS RESEARCH TO TRANSLATE BASIC PLANT SCIENCE RESEARCH INTO IMPROVED PLANT VARIETIES FOR USE BY AG PRODUCERS THRU PLANT BREEDING AND TRAIT INTEGRATION. | Description2Txt |
| Expenses2 | $10,690,606 | Expenses2Amt |
| Description3 | PLANT BIOLOGY-CONDUCTS BASIC BIOCHEMICAL,GENETIC AND GENOMIC PLANT RESEARCH FOR CROP IMPROVEMENT AND ENHANCED PRODUCTION. | Description3Txt |
| Expenses3 | $14,369,636 | Expenses3Amt |
| Description4 | ADDITIONAL INFORMATION ABOUT NOBLE AND ADMINISTRATIVE EXPENSES AS A PERCENTAGE OF FUNDS SPENT FOR CHARITABLE PURPOSES 9.18% ARE EXPLAINED UNDER GENERAL INFORMATION. | Description4Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS WERE MADE IN 2014. SEE GENERAL EXPLANATION ATTACHMENT FOR INFORMATION REGARDING EXPENDITURE RESPONSIBILITY FOR PRIOR YEAR ACTIVITY. | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,091,877,488 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,566 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,199,218 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,096,152,272 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,096,152,272 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,442,284 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,079,709,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,985,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,985,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,382,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,382,560 | TotalTaxAmt |
| Distributable Before Adj | $52,602,939 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $70,387 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,673,326 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,673,326 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,302,513 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $3,725,810 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $43,028,323 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $43,028,323 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,673,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,581,612 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,319,262 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,553,139 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,781,075 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $19,235,088 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,028,323 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $43,028,323 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,645,003 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,645,003 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,590,085 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,590,085 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,255,871 | ExcessFromYear4Amt |
| Excess From Year3 | $3,553,139 | ExcessFromYear3Amt |
| Excess From Year2 | $2,781,075 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Samuel Roberts Noble Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2510 Sam Noble Parkway | AddressLine1Txt |
| City | Ardmore | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5802235810 | RecipientPhoneNum |
| Form And Info And Materials | AN INTRODUCTION LETTER DESCRIBING THE ORGANIZATION AND PROJECT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1, MARCH 1, JUNE 1 AND SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY RESTRICTED TO SOUTHWESTERN UNITED STATES 501(C)(3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (299 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Chance To Change Foundation | ||||||||
| 5228 Classen Circle | Oklahoma City | OK | 73118 | None | PC | Support for the Chance to Succeed program | $25,000 | |
| Arbuckle Life Solutions Inc | ||||||||
| Nine 10th Avenue NW | Ardmore | OK | 73401 | None | PC | Annual operating support | $30,000 | |
| Association of Professional Oklahoma Educators Fou | ||||||||
| PO Box 713 | Norman | OK | 73070 | None | PC | Annual operating support | $20,000 | |
| Atlanta Union Mission Corporation | ||||||||
| P O Box 1807 | Atlanta | GA | 30301 | None | PC | Support for the men's and women's programs | $20,000 | |
| Board of County Commissioners of Love County | ||||||||
| 405 West Main Room 101 | Marietta | OK | 73448 | None | PC | Show arena improvements | $30,000 | |
| Boy Scouts of America Arbuckle Area Council | ||||||||
| Post Office Box 5309 | Ardmore | OK | 73402 | None | PC | Tornado shelter for Camp Simpson | $60,000 | |
| Carter County CASA Inc | ||||||||
| 20 B Street SW Ste 401 | Ardmore | OK | 73401 | None | PC | Operating support | $10,000 | |
| Charles B Goddard Center for Visual and Performin | ||||||||
| P O Box 1624 | Ardmore | OK | 73402 | None | PC | Operating support, art education outreach program, | $31,000 | |
| Children's Center Inc | ||||||||
| 6800 NW 39th Expressway | Bethany | OK | 73008 | None | PC | Capital campaign for patient rooms, Activities of facilities | $250,000 | |
| Cities In Schools Inc | ||||||||
| 10 W Main Suite 313 | Ardmore | OK | 73401 | None | PC | 2015 Summer Day Camp | $35,000 | |
| Colonial Williamsburg Foundation | ||||||||
| P O Box 1776 | Williamsburg | VA | 231871776 | None | PC | 2014 Oklahoma Teachers Institute electronics system animatronics upgrade | $11,200 | |
| Community Children's Shelter and Family Services C | ||||||||
| 15 Monroe NE St | Ardmore | OK | 73401 | None | PC | CARF accreditation for shelter | $7,500 | |
| Cystic Fibrosis Foundation | ||||||||
| 3908 N Peniel Avenue Suite 330 | Bethany | OK | 73008 | None | PC | Operational costs of CF Foundation Sooner Chapter support | $25,000 | |
| Diabetes Solutions - OK Inc | ||||||||
| 3333 NW 63rd Suite 100 | Oklahoma City | OK | 73116 | None | PC | Support for Camp Endres | $7,500 | |
| Family Shelter of Southern Oklahoma for Victims of | ||||||||
| PO Box 1408 | Ardmore | OK | 734021408 | None | PC | Shelter program and shelter advocate support | $35,000 | |
| George West Mental Health Foundation Inc | ||||||||
| 1961 North Druid Hills Road NE | Atlanta | GA | 30329 | None | PC | Capital campaign for Thrive Wellness Center and Yo | $200,000 | |
| Gloria Ainsworth Child Care & Learning Center Inc | ||||||||
| 502 G Street NE | Ardmore | OK | 73401 | None | PC | Operating support | $40,000 | |
| Good Shepherd Community Clinic Inc | ||||||||
| 20 12th Avenue NW | Ardmore | OK | 73401 | None | PC | Support for Patient Care Navigator position | $50,000 | |
| The Grace Center of Southern Oklahoma Inc | ||||||||
| 11 A St NW | Ardmore | OK | 73401 | None | PC | Operational support | $10,000 | |
| Great Expectations Foundation | ||||||||
| 717 North Grand Avenue | Tahlequah | OK | 744642399 | None | PC | Operating support | $15,000 | |
| Intercollegiate Studies Institute Inc | ||||||||
| 3901 Centerville Road | Wilmington | DE | 19807 | None | PC | ISI Society Initiative at University of Oklahoma | $25,000 | |
| Leadership Institute | ||||||||
| 1101 North Highland Street | Arlington | VA | 22201 | None | PC | Annual operating support | $5,000 | |
| Mercy Memorial Health Center Foundation | ||||||||
| 1011 14th Ave NW | Ardmore | OK | 73401 | None | PC | Equipment replacement/upgrades | $30,000 | Steven PJ Wood Building |
| Murray State College Foundation Inc | ||||||||
| One Murray Campus | Tishomingo | OK | 73460 | None | PC | 2014/2015 agriculture scholarships | $5,000 | |
| Oak Hall | ||||||||
| 2815 Mt Washington Road | Ardmore | OK | 73401 | None | PC | Update and develop science curriculum for upper el | $11,000 | |
| Oklahoma Arts Institute | ||||||||
| 111 NW 9th Street | Oklahoma City | OK | 73102 | None | PC | Support for Summer Arts Institute | $10,000 | |
| Oklahoma Blood Institute | ||||||||
| 1001 N Lincoln Boulevard | Oklahoma City | OK | 73104 | None | PC | Support of therapeutic phlebotomy program | $24,915 | |
| Oklahoma State University Foundation | ||||||||
| Post Office Box 1749 | Stillwater | OK | 740761749 | None | PC | Support for the Oklahoma Agriculture Leadership Pr | $20,000 | |
| Oklahoma State University Foundation | ||||||||
| Post Office Box 1749 | Stillwater | OK | 740761749 | None | PC | 2014/2015 agriculture scholarships | $10,000 | |
| Panhandle State Foundation | ||||||||
| Post Office Box 430 | Goodwell | OK | 73939 | None | PC | 2014/2015 agriculture scholarships | $8,000 | |
| Philanthropy Roundtable | ||||||||
| 1730 M Street NW Suite 601 | Washington | DC | 20036 | None | PC | Annual operating support | $10,000 | |
| Reading Room Inc | ||||||||
| 1717 Winchester | Ardmore | OK | 73401 | None | PC | Support nine reading therapists | $15,000 | |
| Regional Food Bank of Oklahoma Inc | ||||||||
| P O Box 270968 | Oklahoma City | OK | 731370968 | None | PC | Purchase and distribution of fresh/non-perishable | $20,000 | |
| Southern Oklahoma Technology Center | ||||||||
| 2610 Sam Noble Parkway | Ardmore | OK | 734012100 | None | PC | 2014/2015 scholarships | $4,600 | |
| Southern Oklahoma Technology Center | ||||||||
| 2610 Sam Noble Parkway | Ardmore | OK | 734012100 | None | PC | Replace Biotechnology lab tabletops and install gr | $20,000 | |
| Sunshine Industries Inc | ||||||||
| P O Box 1729 | Ardmore | OK | 73402 | None | PC | Construction of adult day services building | $200,000 | |
| The MORE Foundation | ||||||||
| 301 W Main Suite 210 | Ardmore | OK | 73401 | None | PC | Distribution form the Pettitt Educational Fund | $63,533 | |
| United Way of South Central Oklahoma Inc | ||||||||
| P O Box 323 | Ardmore | OK | 73402 | None | PC | Match for employees contribution 2015 | $25,045 | |
| Washington Legal Foundation | ||||||||
| 2009 Massachusetts Avenue NW | Washington | DC | 20036 | None | PC | Annual operating support | $10,000 | |
| YMCA of Ardmore | ||||||||
| 920 Fifteenth Avenue NW | Ardmore | OK | 73401 | None | PC | Annual operating support | $30,000 | |
| YMCA of Ardmore | ||||||||
| 920 Fifteenth Avenue NW | Ardmore | OK | 73401 | None | PC | Capital campaign for new entrance and office space | $300,000 | |
| Amherst College Trustees | ||||||||
| PO Box 5000 | Amherst | MA | 01002 | None | PC | Parents Fund | $300 | |
| Ardmore Christian School Inc | ||||||||
| 1501 9th NW | Ardmore | OK | 73401 | None | PC | General support | $582 | |
| Ardmore City Schools | ||||||||
| PO Box 1709 | Ardmore | OK | 73401 | None | PC | Pride of Ardmore | $250 | |
| Ardmore City Schools | ||||||||
| PO Box 1709 | Ardmore | OK | 73401 | None | PC | Project Graduation | $100 | |
| Ardmore City Schools Enrichment Foundation | ||||||||
| PO Box 1709 | Ardmore | OK | 73402 | None | PC | General support | $100 | |
| Ardmore City Schools Enrichment Foundation | ||||||||
| PO Box 1709 | Ardmore | OK | 73402 | None | PC | General support | $250 | |
| Aspen Prep Academy | ||||||||
| 5859 South University Blvd | Greenwood Village | CO | 80121 | None | PC | General support Program | $500 | |
| Association for Community Broadcasting - Houston P | ||||||||
| 4343 Elgin Street | Houston | TX | 77204 | None | PC | General support | $252 | |
| Avila University | ||||||||
| 11901 Wornall Road | Kansas City | MO | 64145 | None | PC | General support | $250 | |
| Beasley Elementary School | ||||||||
| 7511 Avenue J | Beasley | TX | 77417 | None | PC | General support | $550 | |
| Bethlehem Lutheran ChurchBethleham Luthern School | ||||||||
| 2100 N Wadsworth Blvd | Lakewood | CO | 80214 | None | PC | Science | $1,500 | |
| Bethlehem Lutheran ChurchBethleham Luthern School | ||||||||
| 2100 N Wadsworth Blvd | Lakewood | CO | 80214 | None | PC | Music | $500 | |
| Cameron University Foundation Inc | ||||||||
| 2800 W Gore Blvd | Lawton | OK | 73505 | None | PC | KCCU | $100 | |
| Cameron University Foundation Inc | ||||||||
| 2800 W Gore Blvd | Lawton | OK | 73505 | None | PC | KCCU | $2,000 | One Baylor Plaza MS BCM160 |
| Clemson University Foundation | ||||||||
| PO Box 1889 | Clemson | SC | 29633 | None | PC | General support tsunami relief efforts | $300 | |
| Coleman Public Schools | ||||||||
| PO Box 188 | Coleman | OK | 73432 | None | PC | Coleman High School Academic Team | $300 | 4100 College Station |
| Coleman Public Schools | ||||||||
| PO Box 188 | Coleman | OK | 73432 | None | PC | Elementary School Academics | $2,500 | |
| Colorado School of Mines Foundation Inc | ||||||||
| PO Box 4005 | Golden | CO | 80402 | None | PC | The Mines Fund | $200 | |
| Colorado Seminary | ||||||||
| 2190 E Asbury | Denver | CO | 80208 | None | PC | Pioneer Summer School Endowed Scholarship Fund | $10,000 | |
| Colorado State University Foundation | ||||||||
| 510 University Services Center | Ft Collins | CO | 80523 | None | PC | Diana W. Anderson Scholarship Endowment conditioner for Camp Sweeney cafeteria | $5,000 | |
| Cookson Hills Christian School | ||||||||
| RR 3 Box 200 | Kansas | OK | 74347 | None | PC | General support | $3,000 | PO Box 1693 |
| Cornell University | ||||||||
| 130 E Seneca St | Ithaca | NY | 14850 | None | PC | Arts & Sciences Annual Fund Competition | $250 | |
| Cypress Community Christian School Society Inc | ||||||||
| 11123 Cypress N Houston Rd | Houston | TX | 77065 | None | PC | Annual Fund | $1,160 | Suite 400 |
| Denver International School Inc | ||||||||
| 206 Red Cross Way | Denver | CO | 80230 | None | PC | DMIS Annual Fund | $1,500 | PO Box 910585 |
| Dewar Public School Foundation Inc | ||||||||
| PO Box 790 | Dewar | OK | 74431 | None | PC | General support | $1,000 | PO Box 910585 |
| Dickson Foundation for Excellence in Education Inc | ||||||||
| PO Box 994 | Ardmore | OK | 73401 | None | PC | General support | $120 | PO Box 910585 |
| Dickson Public Schools | ||||||||
| 4762 State Hwy 199 | Ardmore | OK | 73401 | None | PC | Elementary Equipment Fundraiser | $150 | PO Box 910585 |
| Dickson Public Schools | ||||||||
| 4762 State Hwy 199 | Ardmore | OK | 73401 | None | PC | Dickson Elementary's Project Circle Outdoor Educat | $160 | PO Box 910585 |
| Dickson Public Schools | ||||||||
| 4762 State Hwy 199 | Ardmore | OK | 73401 | None | PC | Dickson Upper Elementary School Reading Program | $225 | PO Box 910585 |
| Douglas County School District | ||||||||
| 8898 S Maplewood Dr | Highlands Ranch | CO | 80126 | None | PC | Fun Run Fundraiser | $130 | PO Box 910585 |
| Duke University | ||||||||
| Alumni and Development Records | Durham | NC | 27708 | None | PC | Trinity College Annual Fund - Financial Aid | $200 | PO Box 910585 |
| East Central University Foundation Inc | ||||||||
| 1100 E 14th | Ada | OK | 74820 | None | PC | General support | $10,000 | Box 90581 |
| Eden Theological Seminary | ||||||||
| 475 E Lockwood Ave | St Louis | MO | 63119 | None | PC | General support | $250 | PMB Y-8 |
| Episcopal High School | ||||||||
| PO Box 271299 | Houston | TX | 77277 | None | PC | General support | $2,500 | |
| Fort Worth Country Day School Inc | ||||||||
| 4200 Country Day Lane | Fort Worth | TX | 76109 | None | PC | Katherine Hooton Leadership Endowment | $2,500 | |
| Geneseo Foundation Inc | ||||||||
| 1 College Circle | Geneseo | NY | 14454 | None | PC | Department of Geological Sciences | $1,000 | PO 30282 |
| Geneseo Foundation Inc | ||||||||
| 1 College Circle | Geneseo | NY | 14454 | None | PC | Geology Fund | $1,000 | |
| Good Shepherd Nativity Mission School Inc | ||||||||
| 353 Baronne St | New Orleans | LA | 70112 | None | PC | General support | $7,000 | |
| Graceland University | ||||||||
| 1 University Place | Lamoni | IA | 50140 | None | PC | Sustainability Program/Garden Project | $3,000 | |
| Graceland University | ||||||||
| 1 University Place | Lamoni | IA | 50140 | None | PC | Women's Soccer Fund | $2,000 | |
| Graceland University | ||||||||
| 1 University Place | Lamoni | IA | 50140 | None | PC | Men's Volleyball | $1,000 | |
| Graceland University | ||||||||
| 1 University Place | Lamoni | IA | 50140 | None | PC | Unrestricted | $500 | |
| Greater Ardmore Scholarship Foundation Inc | ||||||||
| 301 W Main | Ardmore | OK | 73401 | None | PC | General support | $150 | Box 90581 |
| Greater Ardmore Scholarship Foundation Inc | ||||||||
| 301 W Main | Ardmore | OK | 73401 | None | PC | General support | $500 | Suite 210 |
| Green Mountain High School Foundation | ||||||||
| 13175 W Green Mountain Dr | Lakewood | CO | 80228 | None | PC | After-Prom | $500 | Suite 210 |
| Hillsdale College | ||||||||
| 33 E College St | Hillsdale | MI | 49242 | None | PC | Financial aid | $1,000 | 1762 Clifton Road NE Ste 1400 |
| Houston Christian High School | ||||||||
| 2700 W Sam Houston Pkwy N | Houston | TX | 77043 | None | PC | Academics and/or fine arts | $1,000 | |
| Houston Independent School District | ||||||||
| 1401 W 43rd | Houston | TX | 77018 | None | PC | General support | $1,000 | |
| Jesuit College Preparatory School of Dallas Founda | ||||||||
| 12345 Inwood Rd | Dallas | TX | 75244 | None | PC | Helling Family Scholarship Fund | $100 | |
| John Cooper School | ||||||||
| One John Cooper Drive | The Woodlands | TX | 77381 | None | PC | Upper School Library | $650 | |
| John Cooper School | ||||||||
| One John Cooper Drive | The Woodlands | TX | 77381 | None | PC | Baseball Field Capital Project | $5,250 | |
| John Cooper School | ||||||||
| One John Cooper Drive | The Woodlands | TX | 77381 | None | PC | Annual Fund Drive | $1,250 | 1 University Place |
| Kanakuk Institute | ||||||||
| PO Box 1153 | Branson | MO | 65615 | None | PC | General support | $2,950 | 1 University Place |
| Kansas University Endowment Assoc | ||||||||
| PO Box 928 | Lawrence | KS | 66044 | None | PC | Earth, Energy and Environment Center | $3,500 | 1 University Place |
| Klein Independent School District | ||||||||
| 9502 Eday | Spring | TX | 77379 | None | PC | General support | $350 | 1 University Place |
| Legacy Preparatory Christian Academy | ||||||||
| 5150 FM 1488 | Magnolia | TX | 77354 | None | PC | General support | $1,000 | 1 University Place |
| Louisiana School for Math Science and the Arts F | ||||||||
| 715 University Parkway | Natchitoches | LA | 71457 | None | PC | General support | $150 | 1 University Place |
| Michigan State University | ||||||||
| University Advancement Services Gi | East Lansing | MI | 48824 | None | PC | Department of Geology Field Studies Fund | $935 | |
| Mid-America Christian University | ||||||||
| 3500 SW 119th Street | Oklahoma City | OK | 73170 | None | PC | Memorial contribution | $200 | 535 Chestnut Road Room 300 |
| Mississippi State University Foundation Inc | ||||||||
| PO Box 6149 | Mississippi State | MS | 39762 | None | PC | College of Education | $250 | Houston TX 77018 |
| Mississippi State University Foundation Inc | ||||||||
| PO Box 6149 | Mississippi State | MS | 39762 | None | PC | College of Agriculture | $250 | 1 Harpst Street |
| Missouri State University Foundation | ||||||||
| 901 S National Ave | Springfield | MO | 65897 | None | PC | Alice Bartee Scholarship/Speaker Series | $1,000 | PO Box 500 |
| New City Fellowship | ||||||||
| 1483 82nd Street | University City | MO | 63132 | None | PC | The Freedom School | $5,000 | |
| Northern Arizona University Fdn Inc | ||||||||
| 624 S Knoles | Flagstaff | AZ | 86011 | None | PC | Friday Lunch Club Thesis Grant | $500 | |
| Northland Christian School | ||||||||
| 4363 Sylvanfield Drive | Houston | TX | 77014 | None | PC | General support | $500 | PO Box 4094 |
| Oak Hall | ||||||||
| 2815 N Mount Washington Rd | Ardmore | OK | 73401 | None | PC | General support | $100 | |
| Oak Hall | ||||||||
| 2815 N Mount Washington Rd | Ardmore | OK | 73401 | None | PC | General support | $155 | |
| Oak Hall | ||||||||
| 2815 N Mount Washington Rd | Ardmore | OK | 73401 | None | PC | General support | $200 | |
| Oak Hall | ||||||||
| 2815 N Mount Washington Rd | Ardmore | OK | 73401 | None | PC | General support | $250 | |
| Oak Hall | ||||||||
| 2815 N Mount Washington Rd | Ardmore | OK | 73401 | None | PC | General support | $1,000 | |
| Oak Street Baptist ChurchOpen Door Christian Scho | ||||||||
| 735 Oak Street | Graham | TX | 76450 | None | PC | General support | $100 | |
| Ohio State University Foundation | ||||||||
| 1480 West Lane Ave | Columbus | OH | 73221 | None | PC | General support | $2,150 | |
| Ohio Wesleyan University | ||||||||
| 61 S Sandusky St | Delaware | OH | 43015 | None | PC | Ohio Wesleyan Fund | $1,000 | PO Box 1402 |
| Ohio Wesleyan University | ||||||||
| 61 S Sandusky St | Delaware | OH | 43015 | None | PC | Crowl-Shanklin Scholarship Fund | $250 | |
| Ohio Wesleyan University | ||||||||
| 61 S Sandusky St | Delaware | OH | 43015 | None | PC | Jane Decker Arboretum | $250 | |
| Oklahoma Baptist University | ||||||||
| OBU Box 61275 | Shawnee | OK | 74804 | None | PC | Herrian Scholarship | $500 | |
| Oklahoma Baptist University | ||||||||
| OBU Box 61275 | Shawnee | OK | 74804 | None | PC | Advancement Fund | $1,000 | 500 West University |
| Oklahoma Christian Schools Incorporated | ||||||||
| PO Box 509 | Edmond | OK | 73083 | None | PC | Scholarship | $150 | 500 West University |
| Oklahoma City University | ||||||||
| 2501 N Blackwelder Ave | Oklahoma City | OK | 73106 | None | PC | Law School Downtown Building Project Fund | $100 | |
| Oklahoma City University | ||||||||
| 2501 N Blackwelder Ave | Oklahoma City | OK | 73106 | None | PC | OCU Societies Fund | $850 | |
| Oklahoma Educational Television Authority Foundati | ||||||||
| PO Box 14190 | Oklahoma City | OK | 73113 | None | PC | General support | $100 | |
| Oklahoma Educational Television Authority Foundati | ||||||||
| PO Box 14190 | Oklahoma City | OK | 73113 | None | PC | General support | $400 | 61 S Sandusky Street |
| Oklahoma School of Science and Mathematics Foundat | ||||||||
| 1141 North Lincoln Blvd | Oklahoma City | OK | 73104 | None | PC | General support | $200 | 500 W University |
| Oklahoma School of Science and Mathematics Foundat | ||||||||
| 1141 North Lincoln Blvd | Oklahoma City | OK | 73104 | None | PC | General support | $750 | 500 W University |
| Oklahoma State University Foundation | ||||||||
| PO Box 1749 | Stillwater | OK | 74076 | None | PC | Dean's Excellence Fund in Agriculture | $250 | |
| Oklahoma State University Foundation | ||||||||
| PO Box 1749 | Stillwater | OK | 74076 | None | PC | C.E. Mason Memorial Aggie-X Scholarship | $750 | |
| Oklahoma State University Foundation | ||||||||
| PO Box 1749 | Stillwater | OK | 74076 | None | PC | OSU Vet School - Animal Relief Fund | $1,000 | |
| Oklahoma State University Foundation | ||||||||
| PO Box 1749 | Stillwater | OK | 74076 | None | PC | Animal Science Alumni Endowment Fund | $500 | |
| Oklahoma State University Foundation | ||||||||
| PO Box 1749 | Stillwater | OK | 74076 | None | PC | Phase II Club Seats | $1,261 | |
| Oregon State University Foundation | ||||||||
| 850 SW 35th St | Corvallis | OR | 97333 | None | PC | Dean's Fund for Excellence in Ag Sciences and Natu | $2,000 | |
| Penn State University | ||||||||
| One Old Main | University Park | PA | 16802 | None | PC | David & Kathleen Stover Trustee Scholarship/EMS | $10,000 | |
| Phillips Theological Seminary Corporation | ||||||||
| 901 N Mingo Road | Tulsa | OK | 74116 | None | PC | Annual Fund | $5,000 | |
| Plainview of Ardmore Public School Foundation Inc | ||||||||
| 1140 S Plainview Road | Ardmore | OK | 73401 | None | PC | General support | $320 | |
| Plainview Public School | ||||||||
| 1140 South Plainview Road | Ardmore | OK | 73401 | None | PC | Plainview High School Band Program | $500 | |
| Pope John XXIII High School Inc | ||||||||
| 1800 Grand Parkway | Katy | TX | 77449 | None | PC | science program | $5,088 | One Old Main |
| Rhodes College | ||||||||
| 2000 North Parkway | Memphis | TN | 38112 | None | PC | Science Facility Fund | $16,000 | |
| Rockhurst University | ||||||||
| 1100 Rockhurst Rd | Kansas City | MO | 64110 | None | PC | Rockhurst Fund | $250 | 403 W Wood Street |
| Round Top - Carmine Education Foundation | ||||||||
| PO Box 85 | Round Top | TX | 78954 | None | PC | Teacher grants | $1,250 | 403 W Wood Street |
| Sam Houston State University | ||||||||
| Box 2537 | Huntsville | TX | 77341 | None | PC | Randy G. Wallace Business Plan Competition and Sch | $2,500 | 403 W Wood Street |
| South Dakota School of Mines and Technology Founda | ||||||||
| 306 East Saint Joseph Street | Rapid City | SD | 57701 | None | PC | Tim Anderson Scholarship Resources | $5,000 | 403 W Wood Street |
| Southern Methodist University | ||||||||
| PO Box 750402 | Dallas | TX | 75275 | None | PC | SMU Scholarship Fund (Class of 1983) Managers and Rural Appraisers Scholarship | $100 | Suite 200 |
| Southern Methodist University | ||||||||
| PO Box 750402 | Dallas | TX | 75275 | None | PC | Ed Noble Endowed MBA Scholarship/Cox School of Bus | $2,500 | |
| Southern Methodist University | ||||||||
| PO Box 750402 | Dallas | TX | 75275 | None | PC | BBA Business Scholars Program | $5,000 | |
| Southern Methodist University | ||||||||
| PO Box 750402 | Dallas | TX | 75275 | None | PC | Women's Initiative - George W. Bush Presidential C | $20,000 | |
| Southwestern College | ||||||||
| 100 College Street | Winfield | KS | 67156 | None | PC | Women's Tennis Program | $100 | PMB 4187 |
| Southwestern University | ||||||||
| 1001 E University Ave | Georgetown | TX | 78627 | None | PC | Science Center | $200 | |
| St Agnes Academy | ||||||||
| 9000 Bellaire Blvd | Houston | TX | 77036 | None | PC | Julie Borland Endowment Fund | $175 | PO Box 750402 |
| St Agnes Academy | ||||||||
| 9000 Bellaire Blvd | Houston | TX | 77036 | None | PC | Academy Fund | $1,000 | PO Box 750402 |
| St Aloysius Catholic School | ||||||||
| 2025 Stuart Avenue | Baton Rouge | LA | 70808 | None | PC | Memorial contribution | $100 | |
| St Anthony Catholic Parish in SterlingSt Anthon | ||||||||
| 326 South 3rd St | Sterling | CO | 80751 | None | PC | St. Anthony School Campaign | $5,000 | |
| St Catherine's Montessori | ||||||||
| 9821 Timberside Drive | Houston | TX | 77025 | None | PC | Annual Fund | $1,500 | |
| St Cecilia Catholic School | ||||||||
| 11740 Joan of Arc Drive | Houston | TX | 77024 | None | PC | Annual Fund | $1,000 | |
| St John's Northwestern Military Academy Inc | ||||||||
| 1101 North Genesee St | Delafield | WI | 53018 | None | PC | Excalibur fundraiser | $500 | 11740 Joan of Arc Drive |
| St Thomas High School | ||||||||
| 4500 Memorial Drive | Houston | TX | 77007 | None | PC | Annual Fund | $10,000 | |
| Stephen F Austin State University Foundation Inc | ||||||||
| PO Box 6092 | Nacogdoches | TX | 75962 | None | PC | Thurman and Hazel Crawford Scholarship | $10,000 | |
| Stephens College | ||||||||
| 1200 Broadway | Columbia | MO | 65215 | None | PC | General support | $250 | SFA Station |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | Outstanding Senior Engineer Gift Fund | $1,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | Academic Support Fund | $3,250 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | Stephen A. Holditch '69 Department Head Chair in P | $4,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | Libby and Terry R. Gerhart '84 Scholarship Business | $6,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | the Mary Anne and J.W. Kornegay Scholarship Fund | $10,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | Class of '76 Texas Aggie Petroleum Engineering Sch | $4,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | H. Phil Hobson, DVM Endowed Scholarship | $1,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | Geology Dept Development Fund | $1,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | JoAnn Ledlow Hobson Endowed Opportunity Award Scho | $4,000 | |
| Texas A&M University | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | General support | $200 | |
| Texas Christian University | ||||||||
| TCU Box 297044 | Fort Worth | TX | 76129 | None | PC | Social Work Department | $100 | PO Box 41081 |
| Texas Christian University | ||||||||
| TCU Box 297044 | Fort Worth | TX | 76129 | None | PC | M.J. Neeley School of Business | $2,500 | |
| The College of William & Mary Foundation | ||||||||
| PO Box 1693 | Williamsburg | VA | 23187 | None | PC | Geology Department Geology Founders Fund | $400 | |
| The Woodlands Christian Academy | ||||||||
| 5800 Academy Way | The Woodlands | TX | 77384 | None | PC | General support | $10,000 | 83 East Main Street 3rd Floor |
| Thomas Aquinas College | ||||||||
| 10000 Ojai Road | Santa Paula | CA | 93060 | None | PC | Financial Aid | $1,000 | 394 South Milledge Ave |
| Trustees of Purdue University | ||||||||
| Dick Sandy Dauch Alumni Center | West Lafayette | IN | 47907 | None | PC | School of Chemical Engineering | $5,000 | |
| Two Roads Charter School | ||||||||
| 6980 Pierce Street | Arvada | CO | 80003 | None | PC | Donation Campaign | $250 | 403 W Wood St |
| University of Alabama at Birmingham | ||||||||
| 1720 2nd Ave South | Birmingham | AL | 35294 | None | PC | Virginia H. Bailey Research Fund in PSP | $250 | |
| University of Colorado Foundation | ||||||||
| 4740 Walnut Street | Boulder | CO | 80301 | None | PC | Student Athlete Excellence Fund - Buff Club Seatin | $480 | |
| University of Colorado Foundation | ||||||||
| 4740 Walnut Street | Boulder | CO | 80301 | None | PC | Boots to Suits Program Fund at the University of C | $500 | 1305 W Green Street |
| University of Colorado Foundation | ||||||||
| 4740 Walnut Street | Boulder | CO | 80301 | None | PC | Vertebrate Paleontology Graduate Student Support E Scholarship Fund | $10,000 | 1305 W Green Street |
| University of Delaware | ||||||||
| 83 E Main Street | Newark | DE | 19716 | None | PC | Thompson Field Experience Endowment | $1,000 | 1305 W Green Street |
| University of Houston Foundation | ||||||||
| 4543 Post Oak Place 250 | Houston | TX | 77027 | None | PC | KUHF Houston Public Radio Broadcasting | $110 | 3rd Floor |
| University of Houston Foundation | ||||||||
| 4543 Post Oak Place 250 | Houston | TX | 77027 | None | PC | Field Camp Operating Fund | $125 | 100 Sturgill Development Bldg |
| University of Houston Foundation | ||||||||
| 4543 Post Oak Place 250 | Houston | TX | 77027 | None | PC | Dr. John C. Butler Presidential Endowed Scholarshi | $125 | 200 Oak Street SW Ste 500 |
| University of Illinois Foundation | ||||||||
| Harker Hall | Urbana | IL | 61801 | None | PC | Department of Crop Sciences Unrestricted Fund Scholarship | $425 | 905 West 25th Street |
| University of Illinois Foundation | ||||||||
| Harker Hall | Urbana | IL | 61801 | None | PC | LAS Annual Fund for Plant Biology | $425 | 1305 West Green St |
| University of Illinois Foundation | ||||||||
| Harker Hall | Urbana | IL | 61801 | None | PC | College of Liberal Arts and Sciences Annual Fund | $50 | 1305 West Green St |
| University of Illinois Foundation | ||||||||
| Harker Hall | Urbana | IL | 61801 | None | PC | College of Ag, Consumer and Environmental Sciences | $50 | 1305 West Green St |
| University of Kentucky | ||||||||
| Sturgill Development Building | Lexington | KY | 40506 | None | PC | College of Arts and Sciences' Geology Program | $500 | 1305 West Green St |
| University of Minnesota Foundation | ||||||||
| 200 Oak Street SE | Minneapolis | MN | 55455 | None | PC | U.M.M. James VanAlstine Geology and Environmental | $4,000 | |
| University of Missouri - Columbia | ||||||||
| 109 Reynolds Alumni Center | Columbia | MO | 65211 | None | PC | Geology Department Camp Branson Improvement Fund | $250 | Suite 500 |
| University of North Dakota Foundation | ||||||||
| 3501 University Ave | Grand Forks | ND | 58202 | None | PC | Chemical Engineering Department and Tom Owens Fund | $4,494 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Earth and Energy Annual Giving | $100 | Stop 8157 |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Botany and Microbiology | $100 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | University Development | $100 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Law Annual Giving Programs | $300 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Athletic Department | $1,600 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Sooner Club | $936 | Suite 100 300 East River Road |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Associates of the University of Oklahoma Fund | $7,500 | PO Box 19198 |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | E. Scott, Susie, Regan and Shannon Henley Family E Mathematics-Geosciences Equipment & Field Trip Fund | $500 | PO Box 19198 |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | OU Golf Course Benefit Scholarship in Geosciences | $500 | PO Box 7458 |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | College of Law Endowed Centennial Scholarship Memorial Scholarship | $1,000 | PO Box 7458 |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Men's Golf Athletics Fund Technology Support | $80 | PO Box 7458 |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Sooner Heritage Sponsorship | $700 | PO Box 7458 |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | 2013 U.S. Women's Amateur Public Links Support Fun Environmental Sciences Fund | $500 | 800 West Campbell Road AD13 |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Arts! Arts! Arts! Fund | $160 | 735 University Avenue |
| University of South Florida Foundation Inc | ||||||||
| 4202 E Fowler Ave ALC100 | Tampa | FL | 33620 | None | PC | Thomas E. Pyle Memorial Fellowship in Marine Scien | $10,000 | 800 S Tucker Drive |
| University of Texas at Austin | ||||||||
| PO Box 7458 | Austin | TX | 78713 | None | PC | Jackson School of Geosciences Dr. W. C. MacQuown, Jr. | $200 | 800 S Tucker Drive |
| University of Texas at Austin | ||||||||
| PO Box 7458 | Austin | TX | 78713 | None | PC | General support Sciences Scholarship Fund | $750 | 800 S Tucker Drive |
| University of Texas at Austin | ||||||||
| PO Box 7458 | Austin | TX | 78713 | None | PC | Geology Foundation | $1,000 | 540 Arapeen Drive Suite 250 |
| University of Texas at Dallas | ||||||||
| 800 West Campbell Road | Richardson | TX | 75080 | None | PC | General support Endowment | $5,000 | |
| University of the South | ||||||||
| 735 University Ave | Sewanee | TN | 37383 | None | PC | Women's Golf Fund | $500 | SPN10 |
| University of Tulsa | ||||||||
| 3120 East Fourth Place | Tulsa | OK | 74104 | None | PC | Law School | $500 | |
| University of Utah | ||||||||
| 540 Arapeen Drive | Salt Lake City | UT | 84108 | None | PC | Department of Civil and Environmental Engineering | $300 | One Brookings Drive |
| University of Wyoming Foundation | ||||||||
| 1200 East Ivinson Ave | Laramie | WY | 82070 | None | PC | Geology and Geophysics Department | $1,000 | Suite 250 |
| Victory Life Academy Inc | ||||||||
| PO Box 427 | Durant | OK | 74702 | None | PC | General support Cancer Center | $500 | One Brookings Drive |
| Washington University | ||||||||
| Campus Box 1210 | St Louis | MO | 63130 | None | PC | Department of Biology in Arts & Sciences | $950 | |
| Washington University | ||||||||
| Campus Box 1210 | St Louis | MO | 63130 | None | PC | Program in Physical Therapy | $500 | 1 Brookings Dr |
| Washington University | ||||||||
| Campus Box 1210 | St Louis | MO | 63130 | None | PC | Stephen Rose Scholarship in Physical Therapy | $450 | 1 Brookings Dr |
| West Virginia University Foundation Inc | ||||||||
| PO Box 1650 | Morgantown | WV | 26507 | None | PC | Mountaineer Athletic Club Scholarship | $800 | 1 Brookings Dr |
| Westminster Schools Inc | ||||||||
| 1424 W Paces Ferry Rd NW | Atlanta | GA | 30327 | None | PC | General support | $500 | PO Box 1892 |
| Whitefield Academy Association | ||||||||
| 8929 Holmes Road | Kansas City | MO | 64131 | None | PC | General support | $500 | |
| William Marsh Rice University | ||||||||
| 6100 Main St | Houston | TX | 77005 | None | PC | Rice Annual Fund | $500 | |
| William Marsh Rice University | ||||||||
| 6100 Main St | Houston | TX | 77005 | None | PC | JGSB Jones Fund | $500 | |
| William Marsh Rice University | ||||||||
| 6100 Main St | Houston | TX | 77005 | None | PC | Owl Club Scholarship Fund | $400 | |
| Adams Ethan Cooper | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Banning Alexis A | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Blount Stetson D | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Breckenridge Holly N | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Chen Junjun | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Coffey Seth | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Daniel Kaelyn C | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Deacon Hanna K | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Donica Savannah M | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Dunn Ali N | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Estevez Adriana C | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Grant Raven Deneice | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Greene Michael | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Guice Shawn M | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Huhman Ashley B | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Hunter Kale J | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Khurana Christiaan | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Knight Ian | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Kornegay Matthew P | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Lance Sara | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Le Tran Nam | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Lei Ziying | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Mackey Aubrey K | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Mackey Jared | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Martin Jayci L | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Mccrite Rianna | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Mcdonald Danielle | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Mcdonald Lindsey | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Mcfarling Lee | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Mcsweeney Patrick R | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Nazarian Niloufar | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Nelson Laura K | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Pettingill Nicole | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Pierce Jordan M | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Rogers Andrew J | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Rogers Matthew B | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Rueter Thomas D | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Saha Raman | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Stalder Carly A | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Steinke Craig | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Torres Elis Acosta | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Walker Katelyn | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Wen Yixuan | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Wilkins Daylon N | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Wolf Jennifer J | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Wong Sarah | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Yoshiyasu Yuki | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Yue Spencer | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 | |
| Zhou Zhonghui | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $5,000 | |
| Allmon Lori Dawn | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $6,250 | |
| Brame Megan Michelle | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,000 | |
| Burns Briar Ace | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $2,500 | |
| Chapman Luke Sterling | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,000 | |
| Christian Allison Brook | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,000 | |
| Cleary Seth | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,000 | |
| Coffey Richard S | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,000 | |
| Coffey Sarah | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,000 | |
| Crabtree Elizabeth Caitlin | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $2,500 | |
| Custer Jacob | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $2,500 | |
| Donaho Kylee C | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,000 | |
| Grace Tyler | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $2,500 | |
| Harder Bethany | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $2,500 | |
| Hays Jessica Kay | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $2,500 | |
| Lee Mary Temple | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,000 | |
| Mays Sarah | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $3,125 | |
| Neal Jessica Diane | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,000 | |
| Niblett Michael | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $2,500 | |
| Robison Maranda | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $1,875 | |
| Rogers Matthew B | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,000 | |
| Runyan Dyson | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $2,500 | |
| Shelby Levi | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $2,500 | |
| Spampinato Mark | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,000 | |
| Stanglin Dakota | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $2,500 | |
| Stevens Hannah | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,000 | |
| Vekony Steven Harmon | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,000 | |
| Whitaker Andrew Hays | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $3,125 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,377,341 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Banning Alexis A | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $7,500 |
| Blount Stetson D | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $7,500 |
| Chen Junjun | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 |
| Daniel Kaelyn C | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $12,500 |
| Deacon Hanna K | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $7,500 |
| Donica Savannah M | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $12,500 |
| Dunn Ali N | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $12,500 |
| Estevez Adriana C | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $7,500 |
| Grant Raven Deneice | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 |
| Greene Michael | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $17,500 |
| Guice Shawn M | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $7,500 |
| Huhman Ashley B | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $7,500 |
| Khurana Christiaan | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $12,500 |
| Knight Ian | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $17,500 |
| Kornegay Matthew P | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $7,500 |
| Lance Sara | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $17,500 |
| Lei Ziying | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $7,500 |
| Mackey Aubrey K | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $7,500 |
| Mackey Jared | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $17,500 |
| Martin Jayci L | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $12,500 |
| Mccrite Rianna | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $12,500 |
| Mcdonald Danielle | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $17,500 |
| Mcdonald Lindsey | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $17,500 |
| Mcfarling Lee | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 |
| Nelson Laura K | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 |
| Pierce Jordan M | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 |
| Rogers Andrew J | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $7,500 |
| Rogers Matthew B | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 |
| Saha Raman | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $17,500 |
| Stalder Carly A | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $12,500 |
| Steinke Craig | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $12,500 |
| Acosta-Torres Elis | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 |
| Walker Katelyn | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $17,500 |
| Wen Yixuan | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 |
| Wilkins Daylon N | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $7,500 |
| Wong Sarah | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $17,500 |
| Yoshiyasu Yuki | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $12,500 |
| Yue Spencer | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $17,500 |
| Zhou Zhonghui | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Noble Educational Fund | $2,500 |
| Allmon Lori Dawn | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $3,125 |
| Brame Megan Michelle | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $12,500 |
| Chapman Luke Sterling | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $12,500 |
| Christian Allison Brook | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $12,500 |
| Cleary Seth | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $7,500 |
| Coffey Sarah | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $2,500 |
| Custer Jacob | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $12,500 |
| Donaho Kylee C | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $7,500 |
| Grace Tyler | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $17,500 |
| Harder Bethany | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $17,500 |
| Lee Mary Temple | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $7,500 |
| Mays Sarah | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $3,125 |
| Neal Jessica Diane | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $2,500 |
| Niblett Michael | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $7,500 |
| Robison Maranda | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $5,625 |
| Rogers Matthew B | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $2,500 |
| Runyan Dyson | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $7,500 |
| Shelby Levi | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $7,500 |
| Spampinato Mark | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $12,500 |
| Stanglin Dakota | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $7,500 |
| Stevens Hannah | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $7,500 |
| Vekony Steven Harmon | |||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | None | I | Sam Noble Scholarship | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $576,875 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| CATTLE, PECAN AND OTHER FARM SALES | $672,811 |
| EDUCATIONAL SEMINARS | $18,075 |
| OTHER PROGRAM REVENUE | $4,750,118 |
| EXTERNAL CORE SERVICES | $103,432 |
| 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 | $2,955,734 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,052,247 | 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 | $48,105,462 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROYALTY INCOME | 15 | $674,082 |
| CLASS ACTION SETTLEMENTS | 01 | $359,790 |
| LOSS ON SALE OF EXEMPT ASSETS | 01 | -$193,222 |
| RECOVERED QUALIFYING DISTRIBUTIONS | 01 | $70,387 |
| OTHER MISCELLANEOUS INCOME | 01 | $2,641 |
| DEFERRED TAX BENEFIT | 01 | $1,900,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,927,121 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,544,436 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,471,557 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | THE NOBLE FOUNDATION OPERATES SEVEN FARMS ON WHICH IT CARRIES OUT PROGRAMS OF AGRICULTURAL RESEARCH AND DEMONSTRATION. WITH REGARD TO SUCH DEMONSTRATIONS, THE FARMS ARE USED TO VALIDATE FULL SCALE TRIALS AND EVALUATIONS OF SMALL-SCALE FOUNDATION RESEARCH FINDINGS AS WELL AS THE SMALL-SCALE RESEARCH FINDINGS OF OTHER ORGANIZATIONS. DEMONSTRATION OUTCOMES ARE AVAILABLE TO THE GENERAL PUBLIC AT NO COST THROUGH TOURS, EDUCATIONAL EVENTS AND PUBLICATIONS. THESE PROGRAMS, IN PART, FULFILL THE FOUNDATION'S CHARITABLE PURPOSE AND SERVE AS ONE BASIS FOR THE ORGANIZATION'S TAX EXEMPT STATUS. AS AN OUTCOME OF ITS RESEARCH AND DEMONSTRATION PROGRAMS, CERTAIN MARKETABLE AGRICULTURAL BY-PRODUCTS, SUCH AS LIVESTOCK, PECANS, AND OTHER FARM PRODUCTS, ARE PRODUCED. WHILE SOME BY-PRODUCTS ARE CONSUMED OR DESTROYED IN NORMAL OPERATIONS, IN SOME INSTANCES, THE FOUNDATION SELLS SUCH BY-PRODUCTS THROUGH COMMON AGRICULTURAL MARKET OUTLETS. THE FIRST HAND KNOWLEDGE ACQUIRED BY CONDUCTING FIELD-BASED OPERATIONS |
| 1B | EDUCATIONAL EVENTS AND SEMINARS PROVIDE FARMERS AND RANCHERS TRAINING AND AGRICULTURAL OPERATIONS AND BEST AGRICULTURAL MANAGEMENT PRACTICES. |
| 1C | VARIOUS AWARDS AND SUBAWARDS ARE RECEIVED IN CONJUNCTION WITH PLANT SCIENCE AND AGRICULTURAL RESEARCH CONDUCTED IN THE FOUNDATION'S AGRICULTURAL, PLANT BIOLOGY AND FORAGE IMPROVEMENT DIVISIONS. WHILE THE MAJORITY OF THE AWARDS/SUBAWARDS ARE PUBLIC RESEARCH FUNDS SUBJECT TO AUDIT UNDER OMB CIRCULAR A-133, THESE AWARDS/SUBSWARDS FURTHER INCLUDE PUBLIC RESEARCH FUNDS, PROVIDED THROUGH VARIOUS STATE OF OKLAHOMA PROGRAMS, AS WELL AS PRIVATE RESEARCH FUNDS PROVIDED THROUGH NON-PUBLIC ORGANIZATIONS AND INDUSTRY. |
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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT AND TAX SERVICES | $120,925 | $18,139 | $102,786 |
| NET INVESTMENT INCOME ADJ | |||
| ACCRUAL TO CASH ADJ |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL NOBLE | PersonNm |
| Short Explanation | ADDITIONAL COMPENSATION OF $16,000 FOR SERVICES RENDERED IN ADDITION TO BOARD OF TRUSTEE SERVICES NOT INCLUDED. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| AIRCRAFT | 2005-07-07 | $10,681,565 | $9,079,331 | SL | 10 | $1,068,157 |
| FENCE | 2007-12-31 | $73,217 | $21,965 | SL | 20 | $3,660 |
| ROADS | 2005-12-31 | $191,942 | $76,777 | SL | 20 | $9,597 |
| CAPITALIZED INT | 2002-12-31 | $8,901,329 | $1,902,212 | SL | 35 | $233,278 |
| USC EQUIPMENT | 2004-12-31 | $79,383 | $17,499 | SL | 15 | $5,761 |
| BUILDINGS | 1990-01-01 | $144,386,490 | $47,800,235 | SL | 35 | $4,115,809 |
| LAND | 1990-01-01 | $9,465,382 | $0 | L | ||
| FURNITURE | 2008-01-01 | $195,183 | $68,559 | SL | 10 | $22,370 |
| COMPUTERS | 2008-12-31 | $3,034,335 | $1,596,253 | SL | 5 | $419,854 |
| O&G ROYALTY | 2001-05-01 | $54,160 | $44,936 | |||
| FINE ARTS | 1990-01-01 | $1,491,683 | $1,021,713 | SL | 10 | $54,314 |
| BUILDINGS 14 | 2014-12-31 | $227,528 | SL | 35 | $4,204 | |
| COMPUTERS 14 | 2014-12-31 | $1,076,811 | SL | 5 | $64,428 | |
| EQUIPMENT 14 | 2014-12-31 | $1,366,166 | SL | 10 | $39,618 | |
| CONST IN PROGRESS | 2009-12-31 | $1,275,526 | $0 | |||
| AUTOMOBILES 14 | 2014-12-31 | $196,242 | SL | 5 | $11,110 | |
| FENCE 14 | 2014-12-31 | $31,271 | SL | 20 | ||
| AUTOMOBILES | 2002-01-01 | $19,505 | $19,505 | SL | 5 | |
| AUTOMOBILES | 2002-01-01 | $2,785,342 | $2,487,230 | SL | 5 | $144,156 |
| EQUIPMENT | 1990-01-01 | $551,755 | $425,220 | SL | 10 | |
| EQUIPMENT | 1990-01-01 | $23,953,843 | $16,291,413 | SL | 10 | $1,528,577 |
Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medium Explanation | THE FOUNDATION SEEKS TO AMEND THE U.S. TAX CODE TO CREATE A NEW TAX-EXEMPT ORGANIZATION FOR THE ACTIVE CONDUCT OF AGRICULTURAL RESEARCH. IT IS EXPECTED THAT THE FOUNDATION WILL BE ABLE TO SATISFY THE REQUIREMENTS FOR SUCH AN ORGANIZATION AND THEREBY QUALIFY AS A PUBLIC CHARITY RATHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A). THE PROPOSED CHARITABLE ORGANIZATION WOULD FACILITATE THE MOVEMENT OF PRIVATE WEALTH INTO THE CHARITABLE (AGRICULTURE) RESEARCH SECTOR; CREATE NEW DOMESTIC RESEARCH CAPACITY; COMPLEMENT PUBLIC AGRICULTURAL FUNDING AND RESEARCH; AND CREATE NEW DEVELOPMENT AND COLLABORATION OPPORTUNITIES WITH AFFILIATED PUBLIC LAND-GRANT COLLEGES AND UNIVERSITIES AND/OR NON-LAND GRANT UNIVERSITIES OF AGRICULTURE. TO ACHIEVE THIS GOAL, THE FOUNDATION HAS AND CONTINUES TO LOBBY THE U.S. CONGRESS FOR THE NARROW PURPOSE OF ENACTING THIS LEGISLATION. PURSUANT TO THE WELL-RECOGNIZED SELF-DEFENSE EXCEPTION OF IRC SECTION 4945(E), THE PROPOSED LEGISLATION, IF ENACTED, WOULD IMPACT BOTH THE POWERS AND DUTIES OF THE FOUNDATION AND THE DEDUCTIBILITY OF CONTRIBUTIONS TO THE FOUNDATION, THUS QUALIFYING THE FOUNDATION FOR THIS EXCEPTION. THE FOUNDATION'S LOBBYING EFFORTS HAVE NOT AND WILL NOT CONSTITUTE A SUBSTANTIAL ACTIVITY COMPARED TO ITS OVERALL ACTIVITIES IN ANY YEAR. BEFORE ENGAGING IN THESE ACTIVITIES, THE FOUNDATION CONSULTED WITH AND OBTAINED AN OPINION FROM OUTSIDE COUNSEL REGARDING THE PROPOSED ACTIVITES, INCLUDING THE PROPOSED LEGISLATION, AND IRC SECTION 4945. THE LEGAL OPINION CONCLUDED THAT THE COSTS INCCURRED BY THE FOUNDATION TO LOBBY FOR THE ENACTMENT OF THIS SPECIFIC LEGISLATION SHOULD NOT BE CONSIDERED TAXABLE EXPENDITURES PURSUANT TO THE SELF-DEFENSE EXCEPTION. IN 2012, THE FOUNDATION COMPLETED AN IRS EXAMINATION OF THE ORGANIZATION, AND THE IRS SPECIFICALLY REVIEWED THE FOUNDATION'S ACTIVITIES AS DESCRIBED IN THIS SECTION. THE IRS AFFIRMED THAT SUCH ACTIVITY WAS NOT CONSIDERED A TAXABLE EXPENDITURE. | MediumExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| OVERVIEW OF DIRECT CHARITABLE ACTIVITIES PART IX-A | OVERVIEW OF DIRECT CHARITABLE ACTIVITIES PART IX-A | The Samuel Roberts Noble Foundation, headquartered in Ardmore, Okla., is an independent, nonprofit institute conducting plant science research and agricultural programs to enhance agricultural productivity, which positively impacts agriculture regionally, nationally and internationally. Founded in 1945, the Noble Foundation continues the vision of its founder, Lloyd Noble, to influence agriculture by exploring and improving production agriculture techniques and advancing plant science through research and discovery. The Noble Foundation has become a leading plant and agricultural research institute that: (a) conducts fundamental research for plant gene/trait discovery; (b) conducts fundamental research to produce critical, publicly available genomic/genetic resources for researchers worldwide; (c) performs translational and developmental research to incorporate innovations and discoveries into plants; (d) performs plant breeding and development; and (e)evalutes and assesses crops and technology in a production agricultural environment for performance and value assessment. These research operations complement the Noble Foundation's agricultural programs, which involve long-term, professional relationships with regional agricultural producers to assist them in achieving their individual production, financial and quality-of-life goals. The Noble Foundation's operations are conducted through three operating divisions: Agricultural, Plant Biology and Forage Improvement. The Noble Foundation employs about 310 staff members in these operating divisions and their supporting groups, representing 20 or more countries. Among these employees, more than 85 hold doctorate level degrees. These operations are based on an 800 acre campus which includes more than 500,000 square feet of research and administration space and a complementary 13,000 acres of farms offering different operating characteristics in southern Oklahoma. In 2014, Noble Foundation agricultural consultants and scientists published more than 95 peer-reviewed articles in scientifically respected journals and, received seven (7) issued U.S. and international patents, and filed four (4) U.S. patent applications. In furtherance of its charitable mission and its commitment to advance the fields of plant science and production agriculture, Noble Foundation agricultural consultants and scientists formally collaborate with a broad base of academic and government institutions,participating as a collaborating institution in the U.S. Department of Energy's BioEnergy Science Center at the Oak Ridge National Laboratory, and collaborating with institutions such as Oklahoma State University, Oklahoma Cooperative Extension, University of North Texas, Texas Agrilife Research, Texas AgriLife Extension Service, University of Georgia-Athens, Iowa State University, Cornell University, University of Kentucky, University of California-Los Angeles, University of Minnesota-Twin Cities, University of Delaware, West Virginia University, University of Missouri-Columbia, University of Wisconsin, University of Tennessee, LSU Agricultural Center, Oklahoma Department of Agriculture, Food, and Forestry, Boyce Thompson Institute for Plant Research, The Donald Danforth Plant Science Center, and The Plant Biology Department of the Carnegie Institute for Science. In support of its research, the Noble Foundation receives public support from the National Science Foundation, the U.S. Department of Energy, the U.S. Department of Agriculture, the Oklahoma Center for the Advancement of Science and Technology, and National Aeronautics and Space Administration. Moreover, through its youth outreach program, Noble Academy, The Noble Foundation is collaborating with local public schools, including Plainview Middle School, Ardmore Elementary and Middle Schools and Dickson Middle and High Schools, and other nonprofit organizations, for example, the Dallas Arboretum and Botanical Gardens, to share with students in grades 5-12 the importance of agriculture and agricultural research through hands-on, interactive experiences. In furtherance of developing and delivering these educational experiences, The Noble Foundation further collaborates with the University of Oklahoma, The Oklahoma Department of Education, The Southern Oklahoma Technology Center, The Oklahoma School for Science and Mathematics, and Oklahoma Farm Bureau and the Dallas Arboretum and Botanical Gardens. Support for operations causes our funds spent for operating and administrative costs, as reported on Part I, to be higher than an exclusively granting foundation. The calculation below shows how our administrative and operating costs are allocated into the operating groups. Operating and administrative costs (Part I-Line 24) $36,925,172. Amounts paid to acquire assets (Part XII-Line 2) $3,725,810 and grants paid (Part I-Line 25) $2,377,341 equal the total amount paid for charitable purposes of $43,028,323. Direct charitable activities and administrative expenses for charitable purposes (Part IX-A): Agricultural division $11,640,541; Forage Improvement division $10,690,606; and Plant Biology division $14,369,636 equal the total direct charitable activities of $36,700,783 plus contributions, gifts, grants paid of $2,377,341 equal total direct charitable activities and grants paid of $39,078,124. Administrative expenses not related to direct operations are $3,950,199. Administrative expenses as a percentage of funds spent for charitable purposes equals 9.18%. |
| OKLAHOMA LIFE SCIENCES FUND PART VII-B, LINE 5(C), PAGE 6 &PART IX-B-LINE1 | OKLAHOMA LIFE SCIENCES FUND PART VII-B, LINE 5(C), PAGE 6 &PART IX-B-LINE1 | During the tax years 2002-2004 and 2006, the Foundation made grants to an organization other than a charitable organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2). Those grants totaling $1,502,539.90 were for program related investment in the Oklahoma Life Sciences Fund, LLC. Following is the required expenditure responsibility report: Name/address of Grantee:Oklahoma Life Sciences Fund, LLC, 800 Research Pkwy STE 385, Oklahoma City, OK 73102. No grant funds were paid during the reporting period of 2014. The purpose of the grant (program-related investment) was to accomplish the charitable purpose of advancing research and development of technology in the life sciences. The Foundation considers such an investment critical to advancing developments in the life-sciences field, so as to advance agricultural and medical research in Oklahoma, consistent with its exempt purpose. The grantee expended the amounts as it received them from the Foundation to advance research in life sciences as discussed above. To the knowledge of the Foundation, the grantee has not diverted any portion of the funds from the purpose of the grant. The grantee provided the Foundation with reports and other information on the use of funds that enabled the Foundation to verify compliance with the terms of the grant, and the progress made by the grantee toward achieving the purposes for which the grant was made. The Foundation believes that OLSF has complied with the terms of the grant, without exception. At this point, all original capital of OLSF has been invested and it is a mature fund. Reports and Information/Dates: 2014 Annual Report Pursuant to Regulation 53.4945 received 07/28/2015. The Foundation's Vice President and General Counsel reviewed the reports upon receipt. The investment was carried at cost at December 31, 2009 of $1,502,540. Based on information provided by the administrator of the fund for the year ending December 31, 2010, the value was written down to $388,557. No additional verification was considered necessary. |
| DEPRECIATION, AMORTIZATION & ACCRETION SCHEDULE PART I, LINE 19 | DEPRECIATION, AMORTIZATION & ACCRETION SCHEDULE PART I, LINE 19 | The Samuel Roberts Noble Foundation, Inc. 73-0606209 Depreciation, Amortization, and Accretion Schedule Depreciable Assets Section: Description: CONST IN PROGRESS Date in Service: VARIOUS Cost Basis: 1,275,526 Beginning Accumulated: NONE Ending Accumulated: NONE Method: SL Life: Current Depr Expense: NONE Description: AIRCRAFT Date in Service: 07/07/2005 Cost Basis: 10,681,565 Beginning Accumulated: 9,079,331 Ending Accumulated: 10,147,488 Method: SL Life: 10 Current Depr Expense: 1,068,157 Description: EQUIPMENT Date in Service: VARIOUS Cost Basis: 25,320,009 Beginning Accumulated: 16,716,633 Ending Accumulated: 17,859,608 Method: SL Life: 10 Current Depr Expense: 1,568,195 Description: AUTOMOBILES Date in Service: VARIOUS Cost Basis: 2,981,584 Beginning Accumulated: 2,506,735 Ending Accumulated: 2,642,496 Method: SL Life: 5 Current Depr Expense: 155,266 Description: COMPUTERS Date in Service: VARIOUS Cost Basis: 4,111,146 Beginning Accumulated: 1,596,253 Ending Accumulated: 2,080,535 Method: SL Life: 5 Current Depr Expense: 484,282 Description: FENCE Date in Service: 12/31/2007 Cost Basis: 104,488 Beginning Accumulated: 21,965 Ending Accumulated: 25,625 Method: SL Life: 20 Current Depr Expense: 3,660 Description: FURNITURE Date in Service: VARIOUS Cost Basis: 195,183 Beginning Accumulated: 68,559 Ending Accumulated: 90,929 Method: SL Life: 10 Current Depr Expense: 22,370 Description: FINE ARTS Date in Service: VARIOUS Cost Basis: 1,491,683 Beginning Accumulated: 1,021,713 Ending Accumulated: 1,076,027 Method: SL Life: 25 Current Depr Expense: 54,314 Description: ROADS Date in Service: 12/31/2005 Cost Basis: 191,942 Beginning Accumulated: 76,777 Ending Accumulated: 86,374 Method: SL Life: 20 Current Depr Expense: 9,597 Description: CAPITALIZED INT Date in Service: 12/31/2002 Cost Basis: 8,901,329 Beginning Accumulated: 1,902,212 Ending Accumulated: 2,135,490 Method: SL Life: 35 Current Depr Expense: 233,278 Description: USC EQUIPMENT Date in Service: Various Cost Basis: 79,383 Beginning Accumulated: 17,499 Ending Accumulated: 23,260 Method: SL Life: 15 Current Depr Expense: 5,761 Description: BUILDINGS Date in Service: VARIOUS Cost Basis: 144,614,018 Beginning Accumulated: 47,800,235 Ending Accumulated: 51,920,248 Method: SL Life: 35 Current Depr Expense: 4,120,013 Description: LAND Date in Service: VARIOUS Cost Basis: 9,465,382 Beginning Accumulated: NONE Ending Accumulated: NONE Method: SL Life: Current Depr Expense: NONE Description: NON PRODUCING PROP Date in Service: VARIOUS Cost Basis: 54,160 Beginning Accumulated: Ending Accumulated: Method: SL Life: Current Depr Expense: NONE Current Depreciation: 7,724,893 |
| GRANTS AND CONTRIBUTIONS PART 1 LINE 25 AND PART XV | GRANTS AND CONTRIBUTIONS PART 1 LINE 25 AND PART XV | No grants were made to organizations classified as Internal Revenue Code Section 509(a)(3) organizations. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (213 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TOTAL BEGINNING BOOK VALUE | ||
| FORD CREDIT AUTO LEASE TRUST 0 | $491,794 | $491,794 |
| FORD CREDIT FLOORPLAN MASTER O | $273,494 | $273,494 |
| MERCEDES BENZ MASTER OWNER TRU | $307,990 | $307,990 |
| WASHINGTON MUTUAL MORTGAGE PAS | $68,488 | $68,488 |
| JP MORGAN CHASE COMMERCIAL MOR | $515,290 | $515,290 |
| FREDDIE MAC 4.5% 15 JUL 2039 | $128,312 | $128,312 |
| FANNIEMAE ACES 1.532% 25 OCT 2 | $1,104,606 | $1,104,606 |
| FANNIE MAE 2% 25 JUN 2035 | $227,143 | $227,143 |
| FANNIE MAE 4% 25 MAY 2038 | $409,844 | $409,844 |
| FANNIE MAE 2.5% 25 FEB 2043 | $491,322 | $491,322 |
| FANNIE MAE 2.5% 25 OCT 2042 | $183,066 | $183,066 |
| FANNIE MAE 4% 25 JAN 2039 | $175,107 | $175,107 |
| FANNIE MAE 5% 25 NOV 2028 | $94,394 | $94,394 |
| FANNIE MAE 0.01% 25 AUG 2036 | $15,772 | $15,772 |
| FREDDIE MAC 3% 15 OCT 2037 | $468,502 | $468,502 |
| FREDDIE MAC 1% 15 DEC 2032 | $163,848 | $163,848 |
| FREDDIE MAC 3.5% 15 APR 2041 | $103,162 | $103,162 |
| CREDIT SUISSE MORTGAGE TRUST 1 | $267,898 | $267,898 |
| MORGAN STANLEY REREMIC TRUST 1 | $209,844 | $209,844 |
| COMM MORTGAGE TRUST 1.678% 10 | $559,458 | $559,458 |
| JP MORGAN CHASE COMMERCIAL MOR | $854,435 | $854,435 |
| GE COMMERCIAL MORTGAGE CORPORA | $440,739 | $440,739 |
| BEAR STEARNS COMMERCIAL MORTGA | $794,215 | $794,215 |
| BANC OF AMERICA COMMERCIAL MOR | $43,097 | $43,097 |
| BEAR STEARNS COMMERCIAL MORTGA | $704,726 | $704,726 |
| JP MORGAN CHASE COMMERCIAL MOR | $642,498 | $642,498 |
| GCCFC COMMERCIAL MORTGAGE TRUS | $288,003 | $288,003 |
| BEAR STEARNS COMMERCIAL MORTGA | $777,701 | $777,701 |
| GCCFC COMMERCIAL MORTGAGE TRUS | $682,320 | $682,320 |
| COMM MORTGAGE TRUST 1% 10 DEC | $404,133 | $404,133 |
| COBALT CMBS COMMERCIAL MORTGAG | $660,837 | $660,837 |
| MORGAN STANLEY REREMIC TRUST 1 | $236,748 | $236,748 |
| JP MORGAN CHASE COMMERCIAL MOR | $436,553 | $436,553 |
| DBRR TRUST 1% 18 DEC 2049 | $723,248 | $723,248 |
| CITIGROUP MORTGAGE LOAN TRUST | $187,076 | $187,076 |
| COUNTRYWIDE ALTERNATIVE LOAN T | $236,460 | $236,460 |
| WELLS FARGO MORTGAGE BACKED SE | $194,112 | $194,112 |
| COUNTRYWIDE ALTERNATIVE LOAN T | $203,729 | $203,729 |
| JP MORGAN MORTGAGE TRUST 6.5% | $163,118 | $163,118 |
| AMERICAN HOUSING TRUST 1% 25 S | $79,358 | $79,358 |
| BEAR STEARNS ALT A TRUST 1% 25 | $336,878 | $336,878 |
| INDYMAC INDX MORTGAGE LOAN TRU | $185,216 | $185,216 |
| GE COMMERCIAL MORTGAGE CORPORA | $842,887 | $842,887 |
| GCCFC COMMERCIAL MORTGAGE TRUS | $505,605 | $505,605 |
| CREDIT SUISSE MORTGAGE TRUST 1 | $134,606 | $134,606 |
| BEAR STEARNS ALT A TRUST 1% 25 | $180,551 | $180,551 |
| GCCFC COMMERCIAL MORTGAGE TRUS | $649,828 | $649,828 |
| J.P. MORGAN ALTERNATIVE LOAN T | $250,245 | $250,245 |
| DBRR TRUST 1% 18 DEC 2049 | $330,753 | $330,753 |
| IMPAC CMB TRUST 1% 25 OCT 2034 | $177,776 | $177,776 |
| WAMU MORTGAGE PASS THROUGH CER | $26,409 | $26,409 |
| BEAR STEARNS ADJUSTABLE RATE M | $186,335 | $186,335 |
| STRUCTURED ADJUSTABLE RATE MOR | $182,521 | $182,521 |
| GSR MORTGAGE LOAN TRUST 1% 25 | $289,071 | $289,071 |
| COUNTRYWIDE HOME LOANS 1% 25 F | $136,755 | $136,755 |
| MERRILL LYNCH MORTGAGE INVESTO | $146,606 | $146,606 |
| PROVIDENT FUNDING MORTGAGE LOA | $172,840 | $172,840 |
| WASHINGTON MUTUAL MORTGAGE PAS | $293,095 | $293,095 |
| PROVIDENT FUNDING MORTGAGE LOA | $56,671 | $56,671 |
| RESIDENTIAL ACCREDIT LOANS, IN | $131,903 | $131,903 |
| SEQUOIA MORTGAGE TRUST 1% 20 D | $53,655 | $53,655 |
| WELLS FARGO MORTGAGE BACKED SE | $86,992 | $86,992 |
| BANC OF AMERICA COMMERCIAL MOR | $424,780 | $424,780 |
| JP MORGAN CHASE COMMERCIAL MOR | $99,841 | $99,841 |
| FREDDIE MAC 5% 15 AUG 2034 | $43,354 | $43,354 |
| FREDDIE MAC 0.01% 15 APR 2035 | $19,583 | $19,583 |
| FANNIE MAE 5% 25 DEC 2018 | $53,724 | $53,724 |
| FANNIE MAE 0.01% 25 JAN 2037 | $27,646 | $27,646 |
| FANNIEMAE STRIP 0.01% 25 JAN 2 | $14,840 | $14,840 |
| FANNIE MAE 1% 25 APR 2018 | $37,834 | $37,834 |
| FANNIE MAE 5% 25 MAR 2034 | $76,015 | $76,015 |
| ARES CAPITAL CORP 4.75% 15 JAN | $322,875 | $322,875 |
| JETBLUE 04 2 G1 PT TRUST 1% 15 | $136,543 | $136,543 |
| CVS PASS THROUGH TRUST 6.943% | $336,690 | $336,690 |
| FREEPORT MCMORAN OIL+GAS 6.125 | $211,088 | $211,088 |
| ACCESS MIDSTREAM PARTNER 5.875 | $213,713 | $213,713 |
| NOBLE ENERGY INC 8.25% 01 MAR | $348,880 | $348,880 |
| SEMPRA ENERGY 9.8% 15 FEB 2019 | $326,161 | $326,161 |
| PG+E CORP 2.4% 01 MAR 2019 | $188,284 | $188,284 |
| PACIFIC GAS + ELECTRIC 3.75% 1 | $152,018 | $152,018 |
| DOMINION RESOURCES INC 1% 01 O | $158,600 | $158,600 |
| NEXTERA ENERGY CAPITAL 2.7% 15 | $257,624 | $257,624 |
| PUB SVC ELEC + GAS 3.75% 15 MA | $214,857 | $214,857 |
| DTE ENERGY COMPANY 2.4% 01 DEC | $207,033 | $207,033 |
| ENTERPRISE PRODUCTS OPER 3.9% | $356,472 | $356,472 |
| KKR GROUP FINANCE CO 6.375% 29 | $855,257 | $855,257 |
| CARLYLE HOLDINGS FINANCE 3.875 | $632,092 | $632,092 |
| HCP INC 4.25% 15 NOV 2023 | $373,190 | $373,190 |
| GOVERNMENT PROPERTIES IN 3.75% | $309,621 | $309,621 |
| GRAIN SPECTRUM FUND II 3.29% 1 | $246,274 | $246,274 |
| PENNANTPARK INVESTMENT C 4.5% | $161,287 | $161,287 |
| WACHOVIA CORPORATION 1% 01 AUG | $179,583 | $179,583 |
| LIBERTY MUTUAL GROUP INC 4.25% | $195,791 | $195,791 |
| KINDER MORGAN ENER PART 4.15% | $380,025 | $380,025 |
| HYUNDAI CAPITAL AMERICA 1.875% | $266,834 | $266,834 |
| BANK OF AMERICA CORP 2.6% 15 J | $483,734 | $483,734 |
| ANHEUSER BUSCH INBEV FIN 3.7% | $472,640 | $472,640 |
| MASSMUTUAL GLOBAL FUNDIN 2.35% | $414,559 | $414,559 |
| PRINCIPAL LFE GLB FND II 1.5% | $442,739 | $442,739 |
| CARLYLE HOLDINGS II FIN 5.625% | $248,665 | $248,665 |
| OCH ZIFF FINANCE CO LLC 4.5% 2 | $429,254 | $429,254 |
| MORGAN STANLEY 3.7% 23 OCT 202 | $390,244 | $390,244 |
| JPMORGAN CHASE + CO 6% 15 JAN | $369,217 | $369,217 |
| AMERICAN EXPRESS CO 7% 19 MAR | $376,009 | $376,009 |
| MORGAN STANLEY 6.625% 01 APR 2 | $194,776 | $194,776 |
| GOLDMAN SACHS GROUP INC 7.5% 1 | $393,711 | $393,711 |
| CATERPILLAR FINANCIAL SE 7.15% | $303,860 | $303,860 |
| SIMON PROPERTY GROUP LP 10.35% | $392,397 | $392,397 |
| AFLAC INC 8.5% 15 MAY 2019 | $213,702 | $213,702 |
| AGRIBANK FCB 9.125% 15 JUL 201 | $865,603 | $865,603 |
| BLACKSTONE HOLDINGS FINA 6.625 | $420,419 | $420,419 |
| CDP FINANCIAL 4.4% 25 NOV 2019 | $550,565 | $550,565 |
| HEALTH CARE REIT INC 6.125% 15 | $416,130 | $416,130 |
| BLACKSTONE HOLDINGS FINA 6.625 | $407,573 | $407,573 |
| RAYMOND JAMES FINANCIAL 8.6% 1 | $137,814 | $137,814 |
| CANTOR FITZGERALD LP 6.375% 26 | $302,266 | $302,266 |
| MORGAN STANLEY 4.875% 01 NOV 2 | $213,478 | $213,478 |
| INTL LEASE FINANCE CORP 3.875% | $275,000 | $275,000 |
| PNC FINANCIAL SERVICES 1% 29 M | $151,013 | $151,013 |
| TENCENT HOLDINGS LTD 3.375% 02 | $264,274 | $264,274 |
| FIRST TENNESSEE BANK 5.65% 01 | $295,547 | $295,547 |
| KKR GROUP FINANCE CO 6.375% 29 | $420,637 | $420,637 |
| SCOTTRADE FINANC SERVICE 6.125 | $433,573 | $433,573 |
| PRUDENTIAL FINANCIAL INC 1% 15 | $219,795 | $219,795 |
| FORD MOTOR CREDIT CO LLC 5.625 | $165,094 | $165,094 |
| GENERAL ELEC CAP CORP 5.3% 11 | $216,978 | $216,978 |
| MURRAY ST INV TRUST I 1% 09 MA | $316,620 | $316,620 |
| LIBERTY MUTUAL GROUP INC 4.95% | $201,228 | $201,228 |
| BOSTON PROPERTIES LP 3.85% 01 | $576,134 | $576,134 |
| GENERAL ELEC CAP CORP 5.55% 04 | $320,649 | $320,649 |
| REALTY INCOME CORP 6.75% 15 AU | $160,203 | $160,203 |
| CVS PASS THROUGH TRUST 7.507% | $217,529 | $217,529 |
| ALCOA INC 6.15% 15 AUG 2020 | $196,763 | $196,763 |
| ALIBABA GROUP HOLDING 3.125% 2 | $407,048 | $407,048 |
| KINDER MORGAN INC/DELAWA 3.05% | $397,812 | $397,812 |
| MEDTRONIC INC 2.5% 15 MAR 2020 | $479,252 | $479,252 |
| BAE SYSTEMS HOLDINGS INC 6.375 | $375,219 | $375,219 |
| ANADARKO PETROLEUM CORP 0.01% | $379,270 | $379,270 |
| MARATHON OIL CORP 6% 01 OCT 20 | $139,988 | $139,988 |
| VALERO ENERGY CORP 10.5% 15 MA | $134,317 | $134,317 |
| ROCKIES EXPRESS PIPELINE 6.85% | $206,000 | $206,000 |
| CONTL AIRLINES 2012 B 6.25% 11 | $267,111 | $267,111 |
| PRIDE INTERNATIONAL INC 6.875% | $479,081 | $479,081 |
| SIMON PROPERTY GROUP LP 5.65% | $208,911 | $208,911 |
| 21ST CENTURY FOX AMERICA 6.9% | $504,676 | $504,676 |
| US AIRWAYS 1998 1A PASS 6.85% | $107,917 | $107,917 |
| CONTL AIRLINES 2012 2 A 4% 29 | $384,380 | $384,380 |
| COMCAST CABLE COMMUNICAT 8.875 | $506,697 | $506,697 |
| CONTL AIRLINES 2012 1 A 4.15% | $482,482 | $482,482 |
| SABMILLER HOLDINGS INC 2.45% 1 | $577,473 | $577,473 |
| TIME WARNER INC 2.1% 01 JUN 20 | $389,154 | $389,154 |
| AMERICAN AIRLINES 2013 2 4.95% | $785,723 | $785,723 |
| CELGENE CORP 3.95% 15 OCT 2020 | $5,289 | $5,289 |
| ROCHE HOLDING INC 2.875% 29 SE | $559,907 | $559,907 |
| AMER AIRLN 13 1 A PASS T 4% 15 | $386,131 | $386,131 |
| NATIONAL RURAL UTIL COOP 1% 30 | $109,010 | $109,010 |
| FREEPORT MCMORAN INC 4.55% 14 | $269,946 | $269,946 |
| COMCAST CABLE COMMUNICAT 9.455 | $287,528 | $287,528 |
| JABIL CIRCUIT INC 4.7% 15 SEP | $333,325 | $333,325 |
| CVS PASS THROUGH TRUST 6.036% | $582,153 | $582,153 |
| VIACOM INC 5.625% 15 SEP 2019 | $354,890 | $354,890 |
| VERIZON COMMUNICATIONS 4.5% 15 | $1,203,022 | $1,203,022 |
| PACIFICORP 3.6% 01 APR 2024 | $218,056 | $218,056 |
| DELTA AIR LINES 2010 1B 6.375% | $208,000 | $208,000 |
| VENTAS REALTY LP/CAP CRP 2.7% | $536,331 | $536,331 |
| DRAWBRIDGE SPEC OPPOR FU 5% 01 | $319,600 | $319,600 |
| MARATHON OIL CORP 2.8% 01 NOV | $349,315 | $349,315 |
| DUKE ENERGY CORP 5.05% 15 SEP | $629,214 | $629,214 |
| ROGERS COMMUNICATIONS IN 6.8% | $567,837 | $567,837 |
| CANADIAN NATL RESOURCES 1.75% | $357,883 | $357,883 |
| GLENCORE FINANCE CANADA 5.8% 1 | $445,012 | $445,012 |
| AIR CANADA 2013 1B PTT 5.375% | $173,349 | $173,349 |
| GLENCORE FINANCE CANADA 3.6% 1 | $206,234 | $206,234 |
| RABOBANK NEDERLAND 3.95% 09 NO | $427,825 | $427,825 |
| MACQUARIE BANK LTD 1.6% 27 OCT | $362,602 | $362,602 |
| DEUTSCHE TELEKOM INT FIN 6% 08 | $377,029 | $377,029 |
| PETROBRAS GLOBAL FINANCE 3.25% | $56,550 | $56,550 |
| NUMERICABLE SFR 4.875% 15 MAY | $431,194 | $431,194 |
| TSMC GLOBAL LTD 0.95% 03 APR 2 | $353,342 | $353,342 |
| AP MOELLER MAERSK A/S 2.55% 22 | $152,427 | $152,427 |
| ECOPETROL SA 7.625% 23 JUL 201 | $206,100 | $206,100 |
| RABOBANK NEDERLAND 3.375% 19 J | $270,186 | $270,186 |
| ELECTRICITE DE FRANCE SA 2.15% | $437,073 | $437,073 |
| ERICSSON LM 4.125% 15 MAY 2022 | $350,407 | $350,407 |
| MITSUBISHI UFJ TR + BANK 1.6% | $233,252 | $233,252 |
| CITIBANK CREDIT CARD ISSUANCE | $395,474 | $395,474 |
| CITIBANK CREDIT CARD ISSUANCE | $134,024 | $134,024 |
| AMERICAN EXPRESS CREDIT ACCOUN | $504,015 | $504,015 |
| CITIBANK CREDIT CARD ISSUANCE | $453,655 | $453,655 |
| JAT CAPITAL | $3,090,909 | $3,090,909 |
| ALLY MASTER OWNER TRUST 1.43% | $1,803,713 | $1,803,713 |
| MMAF EQUIPMENT FINANCE LLC 0.9 | $339,351 | $339,351 |
| FORD CREDIT FLOORPLAN MASTER O | $272,964 | $272,964 |
| SLM STUDENT LOAN TRUST 1% 15 D | $329,611 | $329,611 |
| ACE SECURITIES CORP. 1% 25 NOV | $278,728 | $278,728 |
| SLM STUDENT LOAN TRUST 1% 15 D | $404,858 | $404,858 |
| SMALL BUSINESS ADMINISTRATION | $243,907 | $243,907 |
| SMALL BUSINESS ADMINISTRATION | $408,769 | $408,769 |
| SMALL BUSINESS ADMINISTRATION | $243,506 | $243,506 |
| GE EQUIPMENT SMALL TICKET LLC | $370,709 | $370,709 |
| FORD CREDIT FLOORPLAN MASTER O | $993,248 | $993,248 |
| SMALL BUSINESS ADMINISTRATION | $482,124 | $482,124 |
| INVITATION HOMES TRUST 1% 17 J | $350,314 | $350,314 |
| ARGENT SECURITIES INC. 1% 25 M | $459,504 | $459,504 |
| STORE MASTER FUNDING LLC 4.16% | $427,531 | $427,531 |
| SMALL BUSINESS ADMINISTRATION | $221,884 | $221,884 |
| SMALL BUSINESS ADMINISTRATION | $854,869 | $854,869 |
| SMALL BUSINESS ADMINISTRATION | $920,237 | $920,237 |
| SPIRIT MASTER FUNDING, LLC 3.8 | $219,306 | $219,306 |
| SMALL BUSINESS ADMINISTRATION | $1,758,869 | $1,758,869 |
| SMALL BUSINESS ADMINISTRATION | $307,421 | $307,421 |
| SMALL BUSINESS ADMINISTRATION | $858,057 | $858,057 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (370 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TOTAL BEGINNING BOOK VALUE | ||
| GOODYEAR TIRE + RUBBER CO | $1,188,512 | $1,188,512 |
| DELPHI AUTOMOTIVE PLC | $1,832,541 | $1,832,541 |
| GENTEX CORP | $722,600 | $722,600 |
| ALLISON TRANSMISSION HOLDING | $210,180 | $210,180 |
| LEAR CORP | $490,400 | $490,400 |
| JOHNSON CONTROLS INC | $1,643,560 | $1,643,560 |
| WINNEBAGO INDUSTRIES | $293,978 | $293,978 |
| FORD MOTOR CO | $1,498,850 | $1,498,850 |
| CARMAX INC | $359,532 | $359,532 |
| POOL CORP | $411,726 | $411,726 |
| LAS VEGAS SANDS CORP | $2,442,720 | $2,442,720 |
| CHIPOTLE MEXICAN GRILL INC | $3,764,805 | $3,764,805 |
| BRINKER INTERNATIONAL INC | $549,338 | $549,338 |
| BELMOND LTD CLASS A | $427,470 | $427,470 |
| LA QUINTA HOLDINGS INC | $523,484 | $523,484 |
| TRI POINTE HOMES INC | $215,025 | $215,025 |
| STANLEY BLACK + DECKER INC | $1,018,448 | $1,018,448 |
| STANLEY BLACK + DECKER INC | $288,240 | $288,240 |
| NVR INC | $127,533 | $127,533 |
| AMAZON.COM INC | $527,595 | $527,595 |
| HSN INC | $289,180 | $289,180 |
| PRICELINE GROUP INC/THE | $3,762,693 | $3,762,693 |
| DISH NETWORK CORP A | $466,496 | $466,496 |
| WALT DISNEY CO/THE | $761,997 | $761,997 |
| EW SCRIPPS CO/THE A | $610,267 | $610,267 |
| NEWS CORP CLASS A | $371,853 | $371,853 |
| TIME WARNER CABLE | $1,627,042 | $1,627,042 |
| TIME WARNER INC | $1,708,400 | $1,708,400 |
| COMCAST CORP CLASS A | $1,462,490 | $1,462,490 |
| NEWS CORP CLASS A | $109,438 | $109,438 |
| TWENTY FIRST CENTURY FOX A | $1,025,414 | $1,025,414 |
| TIME WARNER INC | $1,195,880 | $1,195,880 |
| INTERPUBLIC GROUP OF COS INC | $506,788 | $506,788 |
| OMNICOM GROUP | $410,591 | $410,591 |
| TWENTY FIRST CENTURY FOX A | $2,573,135 | $2,573,135 |
| LIBERTY INTERACTIVE CORP A | $441,300 | $441,300 |
| TIME INC | $114,732 | $114,732 |
| TARGET CORP | $781,873 | $781,873 |
| TARGET CORP | $1,707,975 | $1,707,975 |
| KOHLS CORP | $1,110,928 | $1,110,928 |
| BED BATH + BEYOND INC | $700,764 | $700,764 |
| TIFFANY + CO | $844,194 | $844,194 |
| RENT A CENTER INC | $395,888 | $395,888 |
| LITHIA MOTORS INC CL A | $584,291 | $584,291 |
| TRACTOR SUPPLY COMPANY | $867,020 | $867,020 |
| HOME DEPOT INC | $619,323 | $619,323 |
| PIER 1 IMPORTS INC | $259,413 | $259,413 |
| BEST BUY CO INC | $296,248 | $296,248 |
| OFFICE DEPOT INC | $310,415 | $310,415 |
| STAPLES INC | $831,708 | $831,708 |
| NIKE INC CL B | $2,769,120 | $2,769,120 |
| KATE SPADE + CO | $305,535 | $305,535 |
| COACH INC | $319,260 | $319,260 |
| SKECHERS USA INC CL A | $283,985 | $283,985 |
| DECKERS OUTDOOR CORP | $526,666 | $526,666 |
| OXFORD INDUSTRIES INC | $422,357 | $422,357 |
| NIKE INC CL B | $653,820 | $653,820 |
| VF CORP | $554,260 | $554,260 |
| COCA COLA CO/THE | $1,266,600 | $1,266,600 |
| PEPSICO INC | $1,229,280 | $1,229,280 |
| WHOLE FOODS MARKET INC | $2,420,160 | $2,420,160 |
| WAL MART STORES INC | $1,743,364 | $1,743,364 |
| WAL MART STORES INC | $1,502,900 | $1,502,900 |
| POST HOLDINGS INC | $415,339 | $415,339 |
| FRESH DEL MONTE PRODUCE W/D | $291,885 | $291,885 |
| TREEHOUSE FOODS INC | $456,303 | $456,303 |
| BUNGE LTD | $763,644 | $763,644 |
| COLGATE PALMOLIVE CO | $1,245,420 | $1,245,420 |
| KIMBERLY CLARK CORP | $1,733,100 | $1,733,100 |
| PROCTER + GAMBLE CO/THE | $1,093,080 | $1,093,080 |
| PHILIP MORRIS INTERNATIONAL | $1,482,390 | $1,482,390 |
| ALTRIA GROUP INC | $827,736 | $827,736 |
| MCDERMOTT INTL INC | $119,310 | $119,310 |
| FMC TECHNOLOGIES INC | $1,840,812 | $1,840,812 |
| NATIONAL OILWELL VARCO INC | $2,011,771 | $2,011,771 |
| SCHLUMBERGER LTD | $3,049,137 | $3,049,137 |
| NATIONAL OILWELL VARCO INC | $491,475 | $491,475 |
| PARAGON OFFSHORE PLC | $1,615,165 | $1,615,165 |
| DRESSER RAND GROUP INC | $580,780 | $580,780 |
| BAKER HUGHES INC | $756,945 | $756,945 |
| SCHLUMBERGER LTD | $1,375,101 | $1,375,101 |
| ROWAN COMPANIES PLC A | $174,900 | $174,900 |
| WEATHERFORD INTERNATIONAL PL | $274,800 | $274,800 |
| COBALT INTERNATIONAL ENERGY | $1,026,795 | $1,026,795 |
| NOBLE CORP PLC | $28,985,536 | $28,985,536 |
| CONOCOPHILLIPS | $1,374,294 | $1,374,294 |
| KOSMOS ENERGY LTD | $978,274 | $978,274 |
| EOG RESOURCES INC | $736,560 | $736,560 |
| NOBLE ENERGY INC | $82,161,566 | $82,161,566 |
| SOUTHWESTERN ENERGY CO | $1,691,980 | $1,691,980 |
| COMSTOCK RESOURCES INC | $468,528 | $468,528 |
| OCCIDENTAL PETROLEUM CORP | $1,136,601 | $1,136,601 |
| CONOCOPHILLIPS | $303,864 | $303,864 |
| EXXON MOBIL CORP | $1,312,790 | $1,312,790 |
| CABOT OIL + GAS CORP | $962,325 | $962,325 |
| RANGE RESOURCES CORP | $1,069,000 | $1,069,000 |
| CALIFORNIA RESOURCES CORP | $31,076 | $31,076 |
| CHEVRONTEXACO CORP | $828,674 | $828,674 |
| APACHE CORP | $1,052,856 | $1,052,856 |
| MATADOR RESOURCES CO | $356,958 | $356,958 |
| MEMORIAL RESOURCE DEVELOPMEN | $273,064 | $273,064 |
| DIAMONDBACK ENERGY INC | $250,478 | $250,478 |
| SYNERGY RESOURCES CORP | $407,299 | $407,299 |
| NOW INC | $38,595 | $38,595 |
| MEMORIAL RESOURCE DEVELOPMEN | $288,480 | $288,480 |
| BANK OF NEW YORK MELLON CORP | $1,582,230 | $1,582,230 |
| BB+T CORP | $622,240 | $622,240 |
| SUNTRUST BANKS INC | $419,000 | $419,000 |
| CIT GROUP INC | $454,385 | $454,385 |
| PROSPERITY BANCSHARES INC | $174,107 | $174,107 |
| BANCORPSOUTH INC | $495,423 | $495,423 |
| COLUMBIA BANKING SYSTEM INC | $480,276 | $480,276 |
| CULLEN/FROST BANKERS INC | $1,412,800 | $1,412,800 |
| US BANCORP | $1,123,750 | $1,123,750 |
| ZIONS BANCORPORATION | $276,547 | $276,547 |
| SUNTRUST BANKS INC | $1,257,000 | $1,257,000 |
| REGIONS FINANCIAL CORP | $1,072,896 | $1,072,896 |
| CIT GROUP INC | $392,206 | $392,206 |
| POPULAR INC | $997,665 | $997,665 |
| CITIZENS FINANCIAL GROUP | $1,312,608 | $1,312,608 |
| BOK FINANCIAL CORPORATION | $720,480 | $720,480 |
| COMERICA INC | $1,011,744 | $1,011,744 |
| GLACIER BANCORP INC | $833,100 | $833,100 |
| PNC FINANCIAL SERVICES GROUP | $1,514,418 | $1,514,418 |
| CAPITAL ONE FINANCIAL CORP | $1,568,450 | $1,568,450 |
| EURONET WORLDWIDE INC | $608,018 | $608,018 |
| BANK OF AMERICA CORP | $1,243,355 | $1,243,355 |
| AMERICAN EXPRESS CO | $1,311,864 | $1,311,864 |
| JPMORGAN CHASE + CO | $1,746,107 | $1,746,107 |
| STATE STREET CORP | $1,570,000 | $1,570,000 |
| H+R BLOCK INC | $421,000 | $421,000 |
| WELLS FARGO + CO | $1,688,456 | $1,688,456 |
| CITIGROUP INC | $1,376,126 | $1,376,126 |
| JPMORGAN CHASE + CO | $901,152 | $901,152 |
| SCHWAB (CHARLES) CORP | $1,690,640 | $1,690,640 |
| GOLDMAN SACHS GROUP INC | $1,298,661 | $1,298,661 |
| BANK OF AMERICA CORP | $1,585,054 | $1,585,054 |
| WELLS FARGO + CO | $2,302,440 | $2,302,440 |
| CAPITAL ONE FINANCIAL CORP | $2,228,850 | $2,228,850 |
| PRA GROUP INC | $382,628 | $382,628 |
| HANMI FINANCIAL CORPORATION | $350,487 | $350,487 |
| FIRST HORIZON NATIONAL CORP | $463,567 | $463,567 |
| SANTANDER CONSUMER USA HOLDI | $298,072 | $298,072 |
| SCHWAB (CHARLES) CORP | $2,529,922 | $2,529,922 |
| LENDINGCLUB CORP | $703,340 | $703,340 |
| TEXAS CAPITAL BANCSHARES INC | $512,332 | $512,332 |
| HOME BANCSHARES INC | $507,163 | $507,163 |
| WELLS FARGO + CO | $1,096,400 | $1,096,400 |
| LIBERTY VENTURES SER A | $112,594 | $112,594 |
| METLIFE INC | $622,035 | $622,035 |
| ALLEGHANY CORP | $417,150 | $417,150 |
| UNUM GROUP | $882,464 | $882,464 |
| WHITE MOUNTAINS INSURANCE GP | $1,197,209 | $1,197,209 |
| ASPEN INSURANCE HOLDINGS LTD | $183,834 | $183,834 |
| OLD REPUBLIC INTL CORP | $373,065 | $373,065 |
| AMERICAN INTERNATIONAL GROUP | $1,422,654 | $1,422,654 |
| WILLIS GROUP HOLDINGS PLC | $1,348,781 | $1,348,781 |
| HFF INC CLASS A | $477,556 | $477,556 |
| KENNEDY WILSON HOLDINGS INC | $473,312 | $473,312 |
| EXACT SCIENCES CORP | $749,386 | $749,386 |
| CHARLES RIVER LABORATORIES | $511,029 | $511,029 |
| BIOGEN IDEC INC | $3,598,170 | $3,598,170 |
| BIOMARIN PHARMACEUTICAL INC | $2,278,080 | $2,278,080 |
| AMGEN INC | $876,095 | $876,095 |
| REGENERON PHARMACEUTICALS | $4,635,825 | $4,635,825 |
| ALEXION PHARMACEUTICALS INC | $2,738,444 | $2,738,444 |
| NEOGEN CORP | $1,260,826 | $1,260,826 |
| CELGENE CORP | $894,880 | $894,880 |
| SPECTRANETICS CORP | $736,589 | $736,589 |
| HALYARD HEALTH INC | $85,256 | $85,256 |
| MEDTRONIC INC | $433,200 | $433,200 |
| HILLENBRAND INC | $521,468 | $521,468 |
| DEXCOM INC | $685,923 | $685,923 |
| MEDTRONIC INC | $1,776,120 | $1,776,120 |
| ENDOLOGIX INC | $352,649 | $352,649 |
| CYNOSURE INC A | $399,619 | $399,619 |
| THERMO FISHER SCIENTIFIC INC | $1,754,060 | $1,754,060 |
| WELLCARE HEALTH PLANS INC | $303,622 | $303,622 |
| TEAM HEALTH HOLDINGS INC | $757,095 | $757,095 |
| UNITEDHEALTH GROUP INC | $1,000,791 | $1,000,791 |
| HUMANA INC | $588,883 | $588,883 |
| EXPRESS SCRIPTS HOLDING CO | $855,167 | $855,167 |
| CERNER CORP | $2,573,468 | $2,573,468 |
| ACADIA HEALTHCARE CO INC | $607,203 | $607,203 |
| CIGNA CORP | $596,878 | $596,878 |
| LIFEPOINT HOSPITALS INC | $186,966 | $186,966 |
| UNITEDHEALTH GROUP INC | $940,137 | $940,137 |
| MERCK + CO. INC. | $1,005,183 | $1,005,183 |
| PFIZER INC | $918,925 | $918,925 |
| MWI VETERINARY SUPPLY INC | $607,428 | $607,428 |
| MERCK + CO. INC. | $1,209,627 | $1,209,627 |
| WALGREENS BOOTS ALLIANCE INC | $1,295,400 | $1,295,400 |
| ABBVIE INC | $981,600 | $981,600 |
| MERCK + CO. INC. | $675,801 | $675,801 |
| JOHNSON + JOHNSON | $951,587 | $951,587 |
| ABBOTT LABORATORIES | $675,300 | $675,300 |
| PFIZER INC | $934,500 | $934,500 |
| AKORN INC | $839,731 | $839,731 |
| TAPESTRY PHARMACEUTICALS INC | $178 | $178 |
| JOHNSON + JOHNSON | $1,307,125 | $1,307,125 |
| PFIZER INC | $1,630,609 | $1,630,609 |
| ROCKWELL COLLINS INC | $1,605,120 | $1,605,120 |
| TELEDYNE TECHNOLOGIES INC | $543,495 | $543,495 |
| HEXCEL CORP | $511,157 | $511,157 |
| ROCKWELL COLLINS INC | $202,752 | $202,752 |
| GENERAL DYNAMICS CORP | $825,720 | $825,720 |
| FEDEX CORP | $1,476,110 | $1,476,110 |
| OWENS CORNING | $189,793 | $189,793 |
| PGT INC | $291,789 | $291,789 |
| CON WAY INC | $1,145,894 | $1,145,894 |
| PHH CORP | $848,184 | $848,184 |
| DEVRY EDUCATION GROUP INC | $431,740 | $431,740 |
| MSA SAFETY INC | $430,294 | $430,294 |
| WASTE CONNECTIONS INC | $503,686 | $503,686 |
| HEADWATERS INC | $432,387 | $432,387 |
| HEALTHCARE SERVICES GROUP | $534,934 | $534,934 |
| PRIMORIS SERVICES CORP | $345,811 | $345,811 |
| TYCO INTERNATIONAL PLC | $529,610 | $529,610 |
| EMERSON ELECTRIC CO | $1,549,423 | $1,549,423 |
| INFINERA CORP | $508,576 | $508,576 |
| BELDEN INC | $419,269 | $419,269 |
| FRANKLIN ELECTRIC CO INC | $407,951 | $407,951 |
| ROPER INDUSTRIES INC | $1,039,728 | $1,039,728 |
| FRANKLIN ELECTRIC CO INC | $990,792 | $990,792 |
| RAVEN INDUSTRIES INC | $420,475 | $420,475 |
| HONEYWELL INTERNATIONAL INC | $1,049,160 | $1,049,160 |
| HONEYWELL INTERNATIONAL INC | $759,392 | $759,392 |
| GENERAL ELECTRIC CO | $545,832 | $545,832 |
| CLARCOR INC | $463,148 | $463,148 |
| DANAHER CORP | $1,371,360 | $1,371,360 |
| DOVER CORP | $602,448 | $602,448 |
| NAVISTAR INTERNATIONAL CORP | $318,060 | $318,060 |
| RELIANCE STEEL + ALUMINUM | $919,050 | $919,050 |
| PALL CORP | $1,264,113 | $1,264,113 |
| MANITOWOC COMPANY INC | $292,383 | $292,383 |
| BARNES GROUP INC | $535,720 | $535,720 |
| DANAHER CORP | $471,405 | $471,405 |
| KIRBY CORP | $1,356,432 | $1,356,432 |
| LANDSTAR SYSTEM INC | $427,564 | $427,564 |
| UNION PACIFIC CORP | $976,866 | $976,866 |
| NORFOLK SOUTHERN CORP | $953,607 | $953,607 |
| ACETO CORP | $304,560 | $304,560 |
| ARRIS GROUP INC | $1,397,797 | $1,397,797 |
| SONUS NETWORKS INC | $390,966 | $390,966 |
| CIENA CORP | $430,611 | $430,611 |
| CISCO SYSTEMS INC | $509,015 | $509,015 |
| CORNING INC | $745,225 | $745,225 |
| JUNIPER NETWORKS INC | $292,392 | $292,392 |
| INTL BUSINESS MACHINES CORP | $754,068 | $754,068 |
| TERADATA CORP | $384,384 | $384,384 |
| HEWLETT PACKARD CO | $2,411,010 | $2,411,010 |
| EMC CORP/MA | $669,150 | $669,150 |
| EMC CORP/MA | $1,189,600 | $1,189,600 |
| APPLE INC | $1,545,320 | $1,545,320 |
| NETAPP INC | $775,115 | $775,115 |
| PERKINELMER INC | $568,490 | $568,490 |
| TRIMBLE NAVIGATION LTD | $902,360 | $902,360 |
| COHERENT INC | $189,143 | $189,143 |
| INGRAM MICRO INC CL A | $276,400 | $276,400 |
| AVNET INC | $1,122,822 | $1,122,822 |
| TE CONNECTIVITY LTD | $890,244 | $890,244 |
| ADT CORP/THE | $417,986 | $417,986 |
| AOL INC | $334,086 | $334,086 |
| EBAY INC | $847,412 | $847,412 |
| LOGMEIN INC | $382,385 | $382,385 |
| GOOGLE INC CL C | $710,640 | $710,640 |
| FORTINET INC | $606,915 | $606,915 |
| GOOGLE INC CL A | $397,995 | $397,995 |
| EBAY INC | $561,200 | $561,200 |
| GOOGLE INC CL C | $2,553,040 | $2,553,040 |
| FACEBOOK INC A | $5,656,450 | $5,656,450 |
| LINKEDIN CORP A | $4,777,968 | $4,777,968 |
| ATHENAHEALTH INC | $1,966,950 | $1,966,950 |
| GOOGLE INC CL A | $3,356,425 | $3,356,425 |
| AKAMAI TECHNOLOGIES INC | $629,600 | $629,600 |
| GOOGLE INC CL C | $468,496 | $468,496 |
| GOOGLE INC CL A | $472,287 | $472,287 |
| CDW CORP/DE | $717,468 | $717,468 |
| MARKETAXESS HOLDINGS INC | $196,844 | $196,844 |
| WESTERN UNION CO | $293,724 | $293,724 |
| ACXIOM CORP | $388,880 | $388,880 |
| VISA INC CLASS A SHARES | $7,630,020 | $7,630,020 |
| FLUIDIGM CORP | $316,050 | $316,050 |
| MAXIM INTEGRATED PRODUCTS | $462,115 | $462,115 |
| TEXAS INSTRUMENTS INC | $1,176,230 | $1,176,230 |
| MARVELL TECHNOLOGY GROUP LTD | $407,450 | $407,450 |
| RAMBUS INC | $450,531 | $450,531 |
| INTEL CORP | $1,415,310 | $1,415,310 |
| ON SEMICONDUCTOR CORP | $748,607 | $748,607 |
| CADENCE DESIGN SYS INC | $170,730 | $170,730 |
| MICROSOFT CORP | $2,229,600 | $2,229,600 |
| SYMANTEC CORP | $1,154,475 | $1,154,475 |
| INTERACTIVE INTELLIGENCE GRO | $248,601 | $248,601 |
| SPS COMMERCE INC | $355,920 | $355,920 |
| SYNOPSYS INC | $521,640 | $521,640 |
| ADOBE SYSTEMS INC | $1,126,850 | $1,126,850 |
| MICROSOFT CORP | $752,490 | $752,490 |
| ACI WORLDWIDE INC | $532,185 | $532,185 |
| TAKE TWO INTERACTIVE SOFTWRE | $518,975 | $518,975 |
| SPLUNK INC | $2,416,950 | $2,416,950 |
| SALESFORCE.COM INC | $5,480,244 | $5,480,244 |
| ADOBE SYSTEMS INC | $3,067,940 | $3,067,940 |
| NATIONAL INSTRUMENTS CORP | $606,255 | $606,255 |
| COMVERSE INC | $36,245 | $36,245 |
| CA INC | $404,985 | $404,985 |
| SYMANTEC CORP | $407,915 | $407,915 |
| ORACLE CORP | $1,677,381 | $1,677,381 |
| MICROSOFT CORP | $1,309,890 | $1,309,890 |
| MANHATTAN ASSOCIATES INC | $240,655 | $240,655 |
| FMC CORP | $1,368,720 | $1,368,720 |
| MONSANTO CO | $3,237,637 | $3,237,637 |
| MONSANTO CO | $1,194,700 | $1,194,700 |
| POLYONE CORPORATION | $474,633 | $474,633 |
| CELANESE CORP SERIES A | $569,620 | $569,620 |
| DU PONT (E.I.) DE NEMOURS | $1,848,500 | $1,848,500 |
| JARDEN CORP | $1,615,950 | $1,615,950 |
| BALL CORP | $613,530 | $613,530 |
| COMMERCIAL METALS CO | $125,840 | $125,840 |
| WORTHINGTON INDUSTRIES | $326,627 | $326,627 |
| CARPENTER TECHNOLOGY | $127,311 | $127,311 |
| GLOBE SPECIALTY METALS INC | $341,326 | $341,326 |
| VERIZON COMMUNICATIONS INC | $1,487,604 | $1,487,604 |
| AT+T INC | $950,160 | $950,160 |
| RUCKUS WIRELESS INC | $289,922 | $289,922 |
| SPRINT CORP | $215,709 | $215,709 |
| PUBLIC SERVICE ENTERPRISE GP | $1,242,300 | $1,242,300 |
| PUBLIC SERVICE ENTERPRISE GP | $563,176 | $563,176 |
| CALPINE CORP | $354,080 | $354,080 |
| NRG ENERGY INC | $485,100 | $485,100 |
| GREAT PLAINS ENERGY INC | $1,281,291 | $1,281,291 |
| KONINKLIJKE PHILIPS NVR NY | $319,000 | $319,000 |
| BP PLC SPONS ADR | $1,231,276 | $1,231,276 |
| AEGON N.V. NY REG SHR | $412,710 | $412,710 |
| TEVA PHARMACEUTICAL SP ADR | $1,708,047 | $1,708,047 |
| SANOFI ADR | $1,256,327 | $1,256,327 |
| NOVARTIS AG SPONSORED ADR | $1,890,264 | $1,890,264 |
| GLAXOSMITHKLINE PLC SPON ADR | $470,140 | $470,140 |
| SANOFI ADR | $1,600,911 | $1,600,911 |
| EMBRAER SA SPON ADR | $353,856 | $353,856 |
| BAIDU INC SPON ADR | $6,064,002 | $6,064,002 |
| ALIBABA GROUP HOLDING SP ADR | $4,355,086 | $4,355,086 |
| ARM HOLDINGS PLC SPONS ADR | $2,527,980 | $2,527,980 |
| ASML HOLDING NV NY REG SHS | $2,285,996 | $2,285,996 |
| CRH PLC SPONSORED ADR | $1,587,061 | $1,587,061 |
| NOKIA CORP SPON ADR | $165,846 | $165,846 |
| CAIRN ENERGY PLC UNSPON ADR | $444,720 | $444,720 |
| OPHIR ENERGY PLC UNSP ADR | $672,983 | $672,983 |
| BLACROCK STRATEGIC | $15,009,520 | $15,009,520 |
| VANGUARD WELLESLEY INCOME FUND | $1,159,227 | $1,159,227 |
| VANGUARD WELLINGTON FUND | $1,310,891 | $1,310,891 |
| DODGE AND COX INTERNATIONAL | $38,380,801 | $38,380,801 |
| LAFAYETTE STRT FD OFFSHORE | $23,787,879 | $23,787,879 |
| ACADIAN INT L SMALL CAP FUND | $6,398,755 | $6,398,755 |
| HOPLITE OFFSHORE FUND LTD | $4,252,235 | $4,252,235 |
| HOPLITE OFFSHORE FUND LTD | $6,769,134 | $6,769,134 |
| PYRFORD INTERNATIONAL TRUST | $46,231,155 | $46,231,155 |
| SHEPHERD SELECT ASSET LTD | $100,584 | $100,584 |
| VONTOBEL GLOBAL EMERGING MKTS | $23,836,385 | $23,836,385 |
| TEMPLETON GLOBAL BOND FUND/UNI | $21,620,573 | $21,620,573 |
| PARAMETRIC EMERGING MARKETS FU | $14,603,435 | $14,603,435 |
| FIR TREE | $12,721 | $12,721 |
| 2 C AN FIR TREE INT | $88,571 | $88,571 |
| FIR TREE INTERNATIONAL VALUE | $9,613,215 | $9,613,215 |
| WTC CTF DIVERSIFIED INFLATION | $16,251,140 | $16,251,140 |
| STRATEGIC HOTELS + RESORTS I | $418,796 | $418,796 |
| SOVRAN SELF STORAGE INC | $494,537 | $494,537 |
| PEBBLEBROOK HOTEL TRUST | $440,558 | $440,558 |
| GEO GROUP INC/THE | $189,692 | $189,692 |
| STAG INDUSTRIAL INC | $452,638 | $452,638 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $17,093,720 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $17,093,720 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,527,296 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,527,296 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | O&G ROYALTY | CategoryOrItemTxt |
| Cost Or Other Basis | $54,160 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $44,936 | AccumulatedDepreciationAmt |
| Book Value | $9,224 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TOTAL BEGINNING BOOK VALUE | FMV | ||
| OAKTREE OPPORTUNITIES FUND | FMV | $8,263,743 | $8,263,743 |
| ACCELE VENTURE PARTNERS I LP | FMV | $895,133 | $895,133 |
| JAT CAPITAL OFFSHORE FUND LTD | FMV | $5,887,923 | $5,887,923 |
| WINDSOR OHIO SPI | FMV | $55,023 | $55,023 |
| MONDRIAN FOCUSED EMERGING MARK | FMV | $23,150,405 | $23,150,405 |
| SILCHESTER INTL VALUE EQUITY | FMV | $53,351,480 | $53,351,480 |
| SHEPHERD INVESTMENTS INTL LTD | FMV | $81,719 | $81,719 |
| SHEPHERD INVESTMENT HOLDBACK | FMV | $412,355 | $412,355 |
| SHEPHERD SPECIAL INV HOLDBACK | FMV | $12,437 | $12,437 |
| FIR TREE INTL VALUE FUND LP | FMV | $162,146 | $162,146 |
| FIR TREE NM 0114 | FMV | $42,990 | $42,990 |
| ANCHORAGE CAPITAL PARTNERS | FMV | $15,060,715 | $15,060,715 |
| KING STREET CAPITAL LP | FMV | $19,664,381 | $19,664,381 |
| OZ ASIA OVERSEAS FUND LTD | FMV | $15,581,046 | $15,581,046 |
| ELLIOTT INTERNATIONAL LIMITED | FMV | $23,528,736 | $23,528,736 |
| WALTON STREET REAL EST LP | FMV | $2,557,154 | $2,557,154 |
| RELIANCE INVESTORS LLC SPI | FMV | $62,238 | $62,238 |
| CANADIAN GRIZZLY HOLDINGS SPI | FMV | $248,541 | $248,541 |
| AURELIUS CAPITAL INTL LTD | FMV | $20,289,163 | $20,289,163 |
| DAVIDSON KEMPNER INSTITUTIONAL | FMV | $20,018,988 | $20,018,988 |
| WEXFORD C 0000E1 | FMV | $8,582,510 | $8,582,510 |
| NB SECONDARY OPP FUND III | FMV | $2,245,544 | $2,245,544 |
| PELHAM LONG SHORT FUND LTD | FMV | $10,021,452 | $10,021,452 |
| HARRISON STREET REAL ESTATE | FMV | $3,273,475 | $3,273,475 |
| REALITY ASSOCIATES THE | FMV | $4,380,664 | $4,380,664 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| AIRCRAFT | $10,681,565 | $10,147,488 | $534,077 |
| FENCE | $73,217 | $25,625 | $47,592 |
| ROADS | $191,942 | $86,374 | $105,568 |
| CAPITALIZED INT | $8,901,329 | $2,135,490 | $6,765,839 |
| USC EQUIPMENT | $79,383 | $23,260 | $56,123 |
| BUILDINGS | $144,386,490 | $51,916,044 | $92,470,446 |
| LAND | $9,465,382 | $0 | $9,465,382 |
| FURNITURE | $195,183 | $90,929 | $104,254 |
| COMPUTERS | $3,034,335 | $2,016,107 | $1,018,228 |
| FINE ARTS | $1,491,683 | $1,076,027 | $415,656 |
| BUILDINGS 14 | $227,528 | $4,204 | $223,324 |
| COMPUTERS 14 | $1,076,811 | $64,428 | $1,012,383 |
| EQUIPMENT 14 | $1,366,166 | $39,618 | $1,326,548 |
| CONST IN PROGRESS | $1,275,526 | $0 | $1,275,526 |
| AUTOMOBILES 14 | $196,242 | $11,110 | $185,132 |
| FENCE 14 | $31,271 | $31,271 | |
| AUTOMOBILES | |||
| AUTOMOBILES | $2,785,342 | $2,631,386 | $153,956 |
| EQUIPMENT | |||
| EQUIPMENT | $23,953,843 | $17,819,990 | $6,133,853 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (6 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EMPLOYEE BENEFIT PLANS | $33,840 | $33,840 |
| EMPLOYEE MATTERS | $3,781 | $3,781 |
| GENERAL MATTERS | $8,438 | $8,438 |
| EMPLOYEE IMMIGRATION SUPPORT | $30,127 | $30,127 |
| INTELLECTUAL PROPERTY/PATENTS | $194,451 | $194,451 |
| ACCRUAL TO CASH ADJUSTMENT | $5,695 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $388,557 | $388,557 | $388,557 |
| INTEREST/DIVIDENDS RECEIVABLE | $993,021 | $1,021,371 | $1,021,371 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (30 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| MEMBERSHIPS/DUES | $222,760 | $2,700 | $204,902 | |
| PHOTOGRAPHY/GRAPHIC SUPPLIES | $7,780 | $7,780 | ||
| UNIFORMS/LAUNDRY | $15,122 | $15,122 | ||
| TRAINING/EMPLOYEE RELATIONS | $408,268 | $401,357 | ||
| COMMUNITY SUPPORT | $161,661 | $161,661 | ||
| PROPERTY INSURANCE | $449,681 | $457,275 | ||
| OFFICE/POSTAGE/PHOTCOPIER | $194,050 | $200,932 | ||
| LICENSE/PERMIT/BANK FEES | $58,752 | $58,818 | ||
| CREDIT FACILITY FEES | $60,833 | $60,790 | ||
| MACHINE HIRE/CONTRACT LABOR | $243,001 | $305,197 | ||
| EQUIPMENT MAINT AND REPAIR | $1,267,896 | $1,333,948 | ||
| FACILITY MAINTENANCE & REPAIR | $310,826 | $299,932 | ||
| ROAD/LAND/FENCE MTC & REPAIR | $23,951 | $28,118 | ||
| EQUIPMENT/LAND LEASE | $29,092 | $26,074 | ||
| LAWN/SAFETY SUPPLIES | $84,549 | $85,276 | ||
| MATERIALS & SUPPLIES | $1,884,214 | $1,866,402 | ||
| FOOD SERVICE | $35,660 | $35,967 | ||
| VEHICLE OPERATIONS | $771,780 | $786,100 | ||
| LIBRARY SERVICES | $71,665 | $73,323 | ||
| COMPUTER/TECHNOLOGY | $769,088 | $777,132 | ||
| RECRUITING | $156,233 | $112,136 | ||
| FEED/SEED/FERTILIZER | $160,967 | $153,594 | ||
| VETERINARY | $45,529 | $45,896 | ||
| TESTING/EVALUATION SERVICES | $448,682 | $516,317 | ||
| COOPERATIVE RESEARCH PROGRAM | $1,565,319 | $1,669,344 | ||
| NON RESIDENT FELLOWS PROGRAM | $140,424 | $140,424 | ||
| SMALL EQUIPMENT UNDER $5000 | $945,966 | $872,442 | ||
| OTHER K-1 EXPENSES | $960,896 | |||
| LESS EXPENSE ALLOCATED TO PRGM | -$5,874,790 | $5,544,436 | ||
| OIL AND GAS DEPLETION | $39,213 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Royalty Income | $674,082 | $674,082 | |
| Cattle and Pecan and Other Farm Sales | $672,811 | $672,811 | |
| Educational Seminars-Registrations | $18,075 | $18,075 | |
| Other Program Revenue | $4,750,118 | $4,750,118 | |
| Loss on Sale of Exempt Assets | -$193,222 | ||
| Other Portfolio Income | $108,349 | ||
| Class Action Settlements | $359,790 | $359,790 | |
| External Core Service | $103,432 | $103,432 | |
| K-1 Ordinary income | $476,445 | ||
| Recovered Qualifying Distribution | $70,387 | ||
| Other Misc Income | $2,641 | ||
| Deferred Tax Benefit | $1,900,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAIN/LOSS ON INVEST | Desc |
| Amt | -$94,274,956 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PENSION COST | $8,550,471 | $27,825,754 |
| ACCRUED POSTRETIREMENT MEDICAL | $4,129,726 | $3,547,699 |
| DEFERRED TAX LIABILITY | $7,000,000 | $5,100,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGER FEES | $4,207,911 | $4,207,911 | |
| PROFESSIONAL ADVISORY SERVICES | $1,176,881 | $1,176,881 | |
| ACCRUAL TO CASH ADJUSTMENT | -$15,316 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES-INT'L INVESTMENT | $506,093 | ||
| 990PF EXCISE TAX | $1,434,126 | ||
| 720 EXCISE TAX | $1,956 | $1,956 |