ROSS CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROSS CHARITABLE FOUNDATION (EIN 20-5309346)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-19
- IRS object ID
- 201422319349100102
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-19T06:35:06-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elliott Dozier & Helland PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5800 E Skelly Drive Suite 900 | AddressLine1 |
| City | Tulsa | City |
| State | OK | State |
| ZIP Code | 74135 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205309346 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSS CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSS | BusinessNameControlTxt |
| Phone | 9182347675 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 690960 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74169 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN E ROSS | PersonNm |
| Person Title | Foundation Manager | PersonTitleTxt |
| Signature | 2014-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA DOZIER | PreparerPersonNm |
| PTIN | P01038796 | PTIN |
| Phone | 9186272286 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,852,557 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $150,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,967 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,967 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,185 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,185 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,525 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $835,914 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,952 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $182,579 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,152 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,030 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,030 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $5,181 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,181 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $61 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $420 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $420 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,692 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $139,577 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $139,577 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $148,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,692 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $139,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,388 | CashBOYAmt |
| Cash EOY | $161,470 | CashEOYAmt |
| Cash EOYFMV | $161,470 | CashEOYFMVAmt |
| Acct Rcvbl | $1,360 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,945 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,360 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,360 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $9,651 | USGovernmentObligationsBOYAmt |
| Other Investments BOY | $1,381,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,631,670 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,689,727 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,444,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,794,500 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,852,557 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $61 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable EOY | $315,640 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $315,701 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,444,489 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,478,799 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,444,489 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,478,799 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,444,489 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,794,500 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,444,489 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,310 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,478,799 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,478,799 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,525 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,762 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $157,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,615,211 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09736 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $187,981 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,247,495 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15069 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,710 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $865,640 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.15909 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,863 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $659,649 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.17261 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $173,306 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $247,108 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.70134 | DistributionYr5Rt |
| Total Distribution | 1.28108 | TotalDistributionRt |
| Average Distribution | 0.25622 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,684,283 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $687,754 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $305 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $688,059 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $139,577 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $609 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $609 | SubtotalAmt |
| Tax Based On Investment Income | $609 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $623 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERESA ROSS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9182347675 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 690960 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741690960 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JESSE H ROSS | ||||||
| PO BOX 690960 | TULSA | OK | 741690960 | CHAIRMAN/PRES. | 0.00 | $0 |
| WARREN E ROSS | ||||||
| PO BOX 690960 | TULSA | OK | 741690960 | Director/SEC. | 1.00 | $0 |
| TERESA A ROSS | ||||||
| PO BOX 690960 | TULSA | OK | 741690960 | Director/TREAS. | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,311,248 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $455,404 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $958,508 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,725,160 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,725,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,877 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,684,283 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $609 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $609 | TotalTaxAmt |
| Distributable Before Adj | $133,605 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $133,605 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $133,605 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $139,577 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $139,577 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $139,577 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,605 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $160,951 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,723 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $95,593 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $126,413 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,122 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $541,802 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $139,577 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $133,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,972 | RemainingDistriFromCorpusAmt |
| Total Corpus | $547,774 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $160,951 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $386,823 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,723 | ExcessFromYear4Amt |
| Excess From Year3 | $95,593 | ExcessFromYear3Amt |
| Excess From Year2 | $126,413 | ExcessFromYear2Amt |
| Excess From Year1 | $77,122 | ExcessFromYear1Amt |
| Excess From Current Year | $5,972 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ROSS CHARITABLE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 690960 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741690960 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9182347675 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION, IN ANY FORM, MUST BE SUBMITTED IN WRITING, INCLUDE A BRIEF DESCRIPTION OF THE ORGANIZATION AND THE PROGRAM NEEDING FUNDING AND INCLUDE EVIDENCE OF CHARITABLE, EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF TULSA | |||||||
| 600 SOUTH COLLEGE AVENUE | TULSA | OK | 74104 | NONE | GENERAL FUND, AUCTION, FUNDING THE FUTURE, MCFARLIN LIBRARY, COLLEGE OF BUSINESS | $45,000 | |
| UNIVERSITY OF OKLAHOMA | |||||||
| 339 WEST BOYD ROOM 118 | NORMAN | OK | 73019 | NONE | OU FOUNDATION, COLLEGE OF ARCHITECTURE | $4,000 | PUBLIC |
| MASSACHUSETTS INSTITUTE OF TEC | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE | GENERAL FUND | $25,000 | |
| THE ROCK HOUSE CHURCH | |||||||
| 20402 EAST PINE | CATOOSA | OK | 74015 | NONE | ANGEL TREE | $5,000 | |
| CHRISTIAN BROTHERS UNIVERSITY | |||||||
| 650 EAST PARKWAY SOUTH | MEMPHIS | TN | 38104 | NONE | ANNUAL FUND | $2,500 | |
| OKLAHOMA STATE UNIVERSITY | |||||||
| 400 SOUTH MONROE | STILLWATER | OK | 74078 | NONE | OSU FOUNDATION | $15,000 | PUBLIC |
| KANSAS STATE UNIVERSITY | |||||||
| 2323 ANDERSON AVENUE SUITE 500 | MANHATTAN | KS | 66502 | NONE | KSU FOUNDATION | $10,000 | PUBLIC |
| COLORADO SCHOOL OF MINES | |||||||
| 923 16TH STREET | GOLDEN | CO | 80401 | NONE | GENERAL FUND | $2,500 | |
| PLANNED PARENTHOOD OF AK AND EASTER | |||||||
| 5780 S PEORIA AVE | TULSA | OK | 74105 | NONE | GENERAL FUND | $2,500 | |
| MISSOURI STATE UNIVERSITY | |||||||
| 901 SOUTH NATIONAL | SPRINGFIELD | MO | 65897 | NONE | GENERAL FUND | $2,500 | |
| UNIVERSITY OF CENTRAL MISSOURI | |||||||
| SWISER ALUMNI CENTER | WARRENSBURG | MO | 64093 | NONE | GENERAL FUND | $2,500 | |
| PITTSBURG STATE UNIVERSITY | |||||||
| 1701 SOUTH BROADWAY | PITTSBURG | KS | 66762 | NONE | GENERAL FUND | $2,500 | |
| OPERATION HOLIDAY SPIRIT | |||||||
| 513 ACG/CCE 3800 AVE A STE 201 | TINKER AIR FORCE BAS | OK | 73145 | NONE | GENERAL FUND | $5,000 | |
| OKLAHOMA STATE TROOPERS ASSOCIATION | |||||||
| 8801 SOUTH OLIE AVENUE | OKLAHOMA CITY | OK | 73139 | NONE | GENERAL FUND | $510 | |
| MONTE CASSINO | |||||||
| 2206 SOUTH LEWIS | TULSA | OK | 74114 | NONE | GENERAL FUND | $2,500 | |
| TULSA POLICE HEROES - SERTOMA CLUB | |||||||
| 10110 EAST 11TH STREET | TULSA | OK | 74128 | NONE | GENERAL FUND | $5,000 | |
| SOUTHEASTERN OKLAHOMA STATE UNIVERS | |||||||
| 1405 NORTH 4TH AVENUE | DURANT | OK | 74701 | NONE | GENERAL FUND | $2,500 | |
| TULSA CHILDREN'S MUSEUM | |||||||
| 560 NORTH MAYBELLE AVENUE | TULSA | OK | 74127 | NONE | GENERAL FUND | $1,667 | |
| DRESS FOR SUCCESS - TULSA | |||||||
| 1109 SOUTH PEORIA AVENUE | TULSA | OK | 74120 | NONE | GENERAL FUND | $1,000 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 2642 EAST 21ST STREET 100 | TULSA | OK | 74114 | NONE | GENERAL FUND | $1,500 | |
| THE LITTLE LIGHTHOUSE | |||||||
| 5120 EAST 36TH STREET | TULSA | OK | 74135 | NONE | GENERAL FUND | $250 | |
| RILEY ANDREWS MEMORIAL SCHOLARSHIP | |||||||
| 505 NW 156TH CIRCLE | EDMOND | OK | 73013 | NONE | SCHOLARSHIP FUND | $650 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $139,577 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,967 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,185 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,952 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,525 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,579 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROSS GROUP CONSTRUCTION | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52570 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741520570 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $150,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GABELLI EQUITY INCOME FUND | AT COST | $55 | $75 |
| MANAGERS BOND | AT COST | $209,042 | $237,760 |
| PARNASSUS EQUITY INCOME PORTFOLIO | AT COST | ||
| ISHARES TR FTSE CHINA HK LISTED | AT COST | ||
| SPDR GOLD TR GOLD | AT COST | ||
| SPDR BARCLAYS CAP HIGH YIELD BOND | AT COST | $214,348 | $229,531 |
| SPDR SER TR BARCLAYS CAP TIPS | AT COST | $139,535 | $139,629 |
| ISHARES INC MCSI BRIC INDEX FD | AT COST | ||
| ISHARES TR DOW JONES US TECH | AT COST | ||
| ISHARES DOW JONES US OIL & GAS | AT COST | $45,010 | $58,884 |
| SPDR SER TR MORGAN STANLEY | AT COST | ||
| OIL SVC HOLDRS TR O | AT COST | ||
| SPDR S&P 500 ETF TRUST UNIT SER 1 | AT COST | ||
| SELECT SECTOR SPDR TR HEALTH CARE | AT COST | ||
| PIMCO ETF TR BROAD US TIPS INDEX FD | AT COST | ||
| SPDR INDEX SHS FDS S&P BRIC 40 ETF | AT COST | ||
| VANGUARD SPECIALIZED PROTFOLIOS DIV APPR | AT COST | ||
| HORIZONS UNIVERSAL US BLK SWAN ETF UNIT | AT COST | $61,283 | $61,450 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $315,640 | MortgageAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK SERVICE CHARGES | $311 | $311 |
| MISCELLANEOUS | $109 | $109 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,952 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER PROFESSIONAL FEE | $430 | $430 | $0 | $0 |
| TAX PREPARATION FEE | $2,600 | $2,600 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $61 | Amt |
| Net Investment Income | $61 | NetInvestmentIncomeAmt |