BURTON FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BURTON FOUNDATION INC (EIN 73-1584983)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201443169349101104
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T13:58:36-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731312422 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLE & REED PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 COUCH DR | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731022251 | 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 | 731584983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURTON FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURT | BusinessNameControlTxt |
| Phone | 4057555571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 SYCAMORE LANE | AddressLine1 |
| City | FERNANDINA BEACH | City |
| State | FL | State |
| ZIP Code | 32034 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GRAY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4057555571 | PhoneNum |
| Signature | 2014-10-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLAN WRIGHT | PreparerPersonNm |
| PTIN | P00112450 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2014-10-24 | PreparationDt |
| 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 | $29,790,866 | 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 | $5,075 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $518,741 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $518,741 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $530,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,802,023 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $530,459 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,155 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,057,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,049,200 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $19 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $19 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $274,685 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $137,871 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $136,814 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,420 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,968 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,968 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,921 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,921 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $290,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,291 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $144,722 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,002 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,002 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $550,015 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,291 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $404,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $507,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $903,909 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,963 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $184,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $184,379 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $26,382,921 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,606,487 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,606,487 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $26,418,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,790,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,790,866 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $26,418,884 | UnrestrictedBOYAmt |
| Unrestricted EOY | $29,790,866 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,418,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,790,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,418,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,790,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,418,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $507,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,869,718 | OtherIncreasesAmt |
| Subtotal | $29,796,017 | SubtotalAmt |
| Other Decreases | $5,151 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,790,866 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GOLDMAN ST GAIN | P | $59,234 | $59,773 | -$539 | -$539 |
| GOLDMAN FUTURES ST CONTRACT GAINS | P | $72,182 | -$72,182 | -$72,182 | |
| GOLDMAN LT GAIN | P | $408,229 | $304,686 | $103,543 | $103,543 |
| GOLDMAN ST DISALLOWED LOSS | P | $21 | $21 | $21 | |
| GOLDMAN FUTURES LT CONTRACT GAINS | P | $108,273 | -$108,273 | -$108,273 | |
| GOLDMAN LT DISALLOWED LOSS | P | $114 | $114 | $114 | |
| GOLDMAN LT GAIN | P | $291,258 | $266,165 | $25,093 | $25,093 |
| GOLDMAN ST GAIN | P | $77,891 | $65,351 | $12,540 | $12,540 |
| GOLDMAN LT NONCOVERED | P | $120,471 | $72,704 | $47,767 | $47,767 |
| GOLDMAN LT DISALLOWED LOSS | P | $633 | $633 | $633 | |
| GOLDMAN LT GAIN | P | $38,659 | $30,483 | $8,176 | $8,176 |
| GOLDMAN ST GAIN | P | $75,000 | $88,901 | -$13,901 | -$13,901 |
| GOLDMAN LT NONCOVERED | P | $91,753 | $67,063 | $24,690 | $24,690 |
| GOLDMAN LT NONCOVERED | P | $898 | $898 | $898 | |
| GOLDMAN LT NONCOVERED | P | $1,149,299 | $1,018,283 | $131,016 | $131,016 |
| GOLDMAN ST GAIN | P | $39,895 | $34,458 | $5,437 | $5,437 |
| GOLDMAN ST GAIN | P | $955,717 | $972,717 | -$17,000 | -$17,000 |
| GOLDMAND LT OTHER | P | $79,000 | -$79,000 | -$79,000 | |
| GOLDMAN ST DISALLOWED LOSS | P | $364 | $364 | $364 | |
| GOLDMAN LT GAIN | P | $403,537 | $413,393 | -$9,856 | -$9,856 |
| GOLDMAN ST NONCOVERED | P | $3,069 | $2,361 | $708 | $708 |
| GOLDMAN LT DISALLOWED LOSS | P | $173 | $173 | $173 | |
| GOLDMAN LT GAIN | P | $342,264 | $228,986 | $113,278 | $113,278 |
| GOLDMAN LT NONCOVERED | P | $3,256,427 | $3,162,680 | $93,747 | $93,747 |
| GOLDMAN LT NONCOVERED | P | $37,034 | $30,262 | $6,772 | $6,772 |
| GOLDMAN ST GAIN | P | $43,241 | $36,875 | $6,366 | $6,366 |
| GOLDMAN ST GAIN | P | $107,068 | $97,301 | $9,767 | $9,767 |
| GOLDMAN ST DISALLOWED LOSS | P | $378 | $378 | $378 | |
| GOLDMAN ST DISALLOWED LOSS | P | $14 | $14 | $14 | |
| GOLDMAN LT GAIN | P | $331,585 | $288,246 | $43,339 | $43,339 |
| GOLDMAN LT GAIN | P | $487,094 | $358,135 | $128,959 | $128,959 |
| GOLDMAN LT DISALLOWED LOSS | P | $3,455 | $3,455 | $3,455 | |
| GOLDMAN LT GAIN | P | $122,034 | $73,778 | $48,256 | $48,256 |
| GOLDMAN LT NONCOVERED | P | $3,259 | $942 | $2,317 | $2,317 |
| GOLDMAN LT NONCOVERED | P | $250,000 | $250,000 | ||
| GOLDMAN ST GAIN | P | $101,955 | $88,566 | $13,389 | $13,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $530,459 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$54,638 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,054,607 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $26,131,946 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078624 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,989,746 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,109,661 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073396 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,539,531 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,530,730 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095720 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,527,515 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $25,305,224 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099881 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,460,431 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $32,578,457 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075523 | DistributionYr5Rt |
| Total Distribution | 0.423144 | TotalDistributionRt |
| Average Distribution | 0.084629 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,812,339 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,353,730 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,039 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,362,769 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $404,724 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,078 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,078 | SubtotalAmt |
| Tax Based On Investment Income | $18,078 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,861 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,861 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $90 | EsPenaltyAmt |
| Tax Due | $6,307 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION MANAGEMENT | IndividualWithBooksNm |
| Phone | 4057555571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 NW 122 BRADLEY SQUARE STE D | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73120 | 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 | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GRETCHEN GRAY | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE, SEC | 1.00 | $0 | $0 | $0 |
| DAVID GRAY | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE, PRE | 1.00 | $0 | $0 | $0 |
| ROBERT GRAY | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSEPH GRAY | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LISA WALL | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KARI KOSTER | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | ASSISTANT SE | 1.00 | $0 | $0 | $0 |
| SHERRIE SCHROEDER | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS | ||||||
| 25 BRITISH AMERICAN BLVD | LATHAM | NY | 12110 | PORTFOLIO MANAG | $137,871 | |
| FOUNDATION MANAGEMENT INC | ||||||
| 2932 NW 122 | OKLAHOMA CITY | OK | 73120 | MANAGEMENT FEES | $136,814 | BRADLEY SQUARE SUITE D |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,953,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $282,359 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,235,877 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $28,235,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $423,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,812,339 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,390,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,390,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,078 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,078 | TotalTaxAmt |
| Distributable Before Adj | $1,372,539 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,372,539 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,372,539 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $404,724 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $404,724 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $404,724 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,372,539 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $385,413 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,273,578 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,221,993 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $729,702 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $755,762 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,366,448 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $404,724 | QualifyingDistributionsAmt |
| Applied To Current Year | $404,724 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $967,815 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $967,815 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,398,633 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,398,633 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $691,176 | ExcessFromYear4Amt |
| Excess From Year3 | $1,221,993 | ExcessFromYear3Amt |
| Excess From Year2 | $729,702 | ExcessFromYear2Amt |
| Excess From Year1 | $755,762 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| AID TO THE CHURCH IN NEED | ||||||||
| PO BOX 220384 | BROOKLYN | NY | 11222 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $15,000 | |
| ALL SAINTS CATHOLIC SCHOOL | ||||||||
| 299 SOUTH 9TH STREET | BROKEN ARROW | OK | 74012 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $6,000 | ATTN MS ANN SCALET |
| AMERICAN RED CROSS - TULSA AREA CHA | ||||||||
| 10151 E 11TH STREET | TULSA | OK | 73104 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $2,000 | |
| ARCHDIOCESE FOR MILITARY SERVICES | ||||||||
| PO BOX 4469 | WASHINGTON | DC | 20017 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | ATTN ARCHBISHOP TIMOTHY P BROGLIO |
| ARTS AND HUMANITIES COUNCIL OF TULS | ||||||||
| 2210 S MAIN | TULSA | OK | 74114 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| BIRTH CHOICE | ||||||||
| PO BOX 94533 | OKLAHOMA CITY | OK | 73143 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $2,000 | |
| BISHOP KELLY HIGH SCHOOL | ||||||||
| 3905 HUDSON AVENUE | TULSA | OK | 74135 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $12,000 | |
| BOYS REPUBLIC | ||||||||
| 1907 BOYS REPUBLIC DRIVE | CHINO HILLS | CA | 91709 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| CARDINAL MINDSZENTY FOUNDATION | ||||||||
| PO BOX 11321 | ST LOUIS | MO | 631050121 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | |
| CATHOLIC CHARITIES - TULSA | ||||||||
| PO BOX 580460 | TULSA | OK | 741580406 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | |
| CATHOLIC DIOCESE OF RALIEGH | ||||||||
| 7200 STONEHENGE DRIVE | RALEIGH | NC | 27613 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $7,500 | ATTN RYAN FLOOD |
| CATHOLIC NEAR EAST WELFARE ASSN | ||||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 100224195 | NONE | 501D3 | UNRESTRICTED GIFT FOR OPERATIONS | $30,000 | |
| CHILDREN'S MEDICAL RESEARCH | ||||||||
| 1200 CHILDRENS AVE | OKLAHOMA CITY | OK | 73104 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | |
| CHRISTENDOM COLLEGE | ||||||||
| 2200 W ITHACA ST | BROKEN ARROW | OK | 74012 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| CHURCH OF ST BENEDICT | ||||||||
| 2200 W ITHICA ST | BROKEN ARROW | OK | 74012 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| COMMUNITY FOOD BANK OF EASTER OKLAH | ||||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | ATTN EILEEN BRADSHAW |
| CORRAL | ||||||||
| 3620 KILDAIRE FARM ROAD | CARY | NC | 27518 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,218 | ATTN JOY CURREY |
| COVENANT HOUSE | ||||||||
| 346 WEST 17TH STREET | NEW YORK | NY | 10011 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| DAYSPRING VILLA | ||||||||
| PO BOX 1588 | SAND SPRINGS | OK | 74063 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ATTN WILMA LIVELY |
| ETERNAL WORD TELEVISION NETWORK | ||||||||
| 5817 OLD LEADS ROAD | IRONDALE | AL | 35210 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| FOOD FOR THE POOR | ||||||||
| 6401 LYONS ROAD-DEPT 96 | COCONUT CREEK | FL | 33073 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | |
| HOPE REINS OF RALEIGH | ||||||||
| PO BOX 99152 | RALEIGH | NC | 27624 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ATTN KIM TSCHIRRET |
| NATIONAL COWBOY & WESTERN HERITAGE | ||||||||
| 1700 NE 63RD STREET | OKLAHOMA CITY | OK | 73111 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| NEIGHBOR FOR NEIGHBOR | ||||||||
| 300 SW 13TH STREET | OKLAHOMA CITY | OK | 73109 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $2,000 | |
| OKLAHOMA EDUCATIONAL TELEVISION AUT | ||||||||
| PO BOX 18424 | OKLAHOMA CITY | OK | 73154 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | OETA FOUNDATION |
| SALVATION ARMY THE | ||||||||
| 5101 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73112 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| SOCIETY FOR PROPAGATION OF THE FAIT | ||||||||
| 366 FIFTH AVENUE 12 | NEW YORK | NY | 10001 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | |
| ST ANNE'S CATHOLIC CHURCH | ||||||||
| 301 S 9TH ST | BROKEN ARROW | OK | 74012 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | |
| ST ANNE'S CATHOLIC CHURCH | ||||||||
| 301 S 9TH ST | BROKEN ARROW | OK | 74012 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| ST GREGORY'S UNIVERSITY | ||||||||
| 1900 WEST MACARTHUR | SHAWNEE | OK | 74804 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPIT | ||||||||
| 332 N LAUDERDALE | MEMPHIS | TN | 38105 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| ST MARY MAGDALENE CATHOLIC CHURCH | ||||||||
| 625 MAGDALA PLACE | APEX | NC | 27502 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $2,642 | ATTN FATHER DONALS STAIB |
| ST MICHAEL ACADEMY | ||||||||
| 228 N FOURTH ST | FERNANDINA BEACH | FL | 32034 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $7,500 | |
| ST MICHAEL CATHOLIC CHURCH | ||||||||
| 505 BROOME ST | FERNANDINA BEACH | FL | 32034 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $7,500 | |
| THE BECKET FUND | ||||||||
| 300 K ST NW SUITE 220 | WASHINGTON | DC | 20007 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| THE DIOCESE OF TULSA | ||||||||
| PO BOX 32180 | OKLAHOMA CITY | OK | 73123 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | ATTN DIOCESEAN DEVELOPMENT |
| THOMAS MORE LAW CENTER | ||||||||
| PO BOX 393 | ANN ARBOR | MI | 48106 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| THOMAS MORE SOCIETY | ||||||||
| 29 S LA SALLE ST | CHICAGO | IL | 60603 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | |
| TULSA SYMPHONY ORCHESTRA INC | ||||||||
| 111E 1ST STREET 1 | TULSA | OK | 74103 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,500 | ATTN RONALD E PREDL |
| UNIVERSITY OF ROCHESTER SCHOOL OF N | ||||||||
| 601 ELMWOOD AVENUE | ROCHESTER | NY | 14642 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,500 | |
| WASHINGTON LEGAL FOUNDATION | ||||||||
| 2009 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20036 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $15,000 | |
| WESTERN WAKE C RISIS MINISTRY | ||||||||
| 103 E CHATHAM STREET | APEX | NC | 27502 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $2,642 | ATTN REBECCA SIDDEN |
| XAVIER SOCIETY FOR THE BLIND | ||||||||
| 154 EAST 23 STREET | NEW YORK | NY | 10010 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,002 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $518,741 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $530,459 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Related Or Exempt Function Incm | $3,155 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,049,200 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,155 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,052,355 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID GRAY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 NW 122ND ST SUITE D | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,075 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLIC SECURITY | NoncashPropertyDesc |
| Fair Market Value | $5,075 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $19 | Amt |
| Disbursements Charitable Prps | $19 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (7 entries)
| GRETCHEN GRAY |
| DAVID GRAY |
| ROBERT GRAY |
| JOSEPH GRAY |
| LISA WALL |
| KARI KOSTER |
| SHERRIE SCHROEDER |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS HELD BY GOLDMAN SAC | StockNm |
| EOY Book Value | $29,606,487 | EOYBookValueAmt |
| EOYFMV | $29,606,487 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DISALLOWED LOSSES | Description |
| Amount | $5,151 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $1,196 | $1,196 |
| MEMBERSHIPS | $725 | $725 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Revenue And Expenses Per Books | $3,155 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN(LOSS) | Description |
| Amount | $2,869,718 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $274,685 | Amt |
| Net Investment Income | $137,871 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $136,814 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADR & FOREIGN TAXES PAID | CategoryTxt |
| Amt | $7,420 | Amt |
| Net Investment Income | $7,420 | NetInvestmentIncomeAmt |