ROBERT CLAY LIDDELL FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: ROBERT CLAY LIDDELL FOUNDATION (EIN 20-0420550)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-11-15
IRS object ID: 201203209349101855
Schema version: 2011v1.2
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
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-11-15T13:49:59-08:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TRENARY & COMPANY LLP CPAS	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	3535 NW 58TH SUITE 600	AddressLine1
City	OKLAHOMA CITY	City
State	OK	State
ZIP Code	73112	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	200420550	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT CLAY LIDDELL FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ROBE	NameControl
Phone	4053103103	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3000 BERRY ROAD	AddressLine1
City	NORMAN	City
State	OK	State
ZIP Code	73072	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	THE FOUNDATION	Name
Title	PRESIDENT	Title
Phone	4053103103	Phone
Date Signed	2012-11-15	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	S SUMMER MAULDIN CPA	Name
Phone	4059461000	Phone
Date Prepared	2012-11-15	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	0	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	528728	ContriReceivedRevAndExpnss
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	528728	TotalRevenueAndExpenses
Total Net Investment Income	0	TotalNetInvestmentIncome
Other Expenses Rev And Expnss	236248	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	236248	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	0	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	292306	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	0	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	528554	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	0	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	0	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	174	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	3306	CashBOY
Cash EOY	3480	CashEOY
Total Assets BOY	3306	TotalAssetsBOY
Total Assets EOY	3480	TotalAssetsEOY
Total Assets EOYFMV	0	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	3306	UnrestrictedBOY
Unrestricted EOY	3480	UnrestrictedEOY
Total Net Assets BOY	3306	TotalNetAssetsBOY
Total Net Assets EOY	3480	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	3306	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3480	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	3306	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	174	ExcessOfRevenueOverExpenses
Subtotal	3480	Subtotal
Total Net Assets Fund Balances EOY	3480	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Distribution Ratio Year1	0.000000	DistributionRatioYear1
Distribution Ratio Year2	0.000000	DistributionRatioYear2
Distribution Ratio Year3	0.000000	DistributionRatioYear3
Total Distribution Ratio	0.000000	TotalDistributionRatio
Average Distribution Ratio	0.000000	AverageDistributionRatio
Adj Nonchrtbl Assets And One	0	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	0	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	OK	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	true	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	4053103103	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	3000 BERRY ROAD STE 120	AddressLine1
City	NORMAN	City
State	OK	State
ZIP Code	73072	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
RICHARD D LIDDELL
2449 SMOKING OAKS	NORMAN	OK	73072	PRESIDENT	20.00	0	0	0
KELLY ROSE
4729 WINDRUSH CIRCLE	NORMAN	OK	73072	DIRECTOR	5.00	0	0	0
LARRY PRUITT
2541 SOMERSET PLACE	OKLAHOMA CITY	OK	73116	SECRETARY	15.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	COMMUNITY OUTREACH AND REHABILITATION	Description1
Expenses1	204000	Expenses1
Description2	PASTORAL MINISTRY	Description2
Description3	YOUTH EDUCATION AND DEVELOPMENT	Description3
Description4	MISCELLANEOUS CHARITABLE ACTIVITIES	Description4

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	0	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	0	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	0	CashDeemedCharitable
Net Noncharitable Assets	0	NetNoncharitableAssets
Minimum Investment Return	0	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	0	ExpensesAndContributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	261187	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	283642	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	341349	ExcessDistriCarryoverYear3
Total Excess Distri Carryover	886178	TotalExcessDistriCarryover
Total Corpus	886178	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	261187	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	624991	ExcessDistriCyovToNextYear
Excess From Year4	283642	ExcessFromYear4
Excess From Year3	341349	ExcessFromYear3

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	ROBERT CLAY LIDDELL FOUNDATION	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	3000 BERRY ROAD STE 120	AddressLine1
City	NORMAN	City
State	OK	State
ZIP Code	73072	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	4053103103	RecipientPhoneNumber
Form And Info And Materials	LETTER EXPLAINING NEED AND PROOF OF NEED.	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	NONE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
CB PASTORAL MINISTRIES
2804 STONEBRIDGE CT	NORMAN	OK	73071	CURRENT	Pastoral Ministries	$28,000
FAITHWORKS OF THE INNERCITY
301 ELWOOD DR	EDMOND	OK	73013	CURRENT	Innercity Kids	$27,656
OKC COMPASSION
1121 N PENNSYLVANIA	OKLAHOMA CITY	OK	73107	CURRENT	General Assistance	$44,000
THE ELLIS FOUNDATION
PO BOX 54	FORT SCOTT	KS	66701	CURRENT	Education Scholarship	$8,000
WORK ACTIVITY CENTER
203 EAST MAIN	MOORE	OK	73160	CURRENT	General Assistance	$12,000
ROB'S ROAD TO RECOVERY RANCH LLC
23899 STATE HIGHWAY 74	PURCELL	OK	73080	Current	Rehabiliation	$167,700
COLE MITCHELL
NONE	OKLAHOMA	OK	73080	CURRENT	General	$1,000
CROSS POINTE CHURCH
2101 STONEBRIDGE DR	MCKINNEY	TX	75070	CURRENT	Youth Ministries	$200
JIM RILEY OUTREACH
2201 CARDINAL DR	EDMOND	OK	73013	CURRENT	General Assistant	$250
LISA BURROUGH
NONE	OKLAHOMA CITY	OK	73114	CURRENT	General Assistant	$500
NORMAN NORTH SOCCER
111 24TH AVE NW STE 110	NORMAN	OK	73069	CURRENT	Sports Scholarship	$500
RICHARD LIDDELL
2449 SMOKING OAK RD	NORMAN	OK	73072	CURRENT	General Assistant	$2,000
YUKON HIGH SCHOOL
1777 SOUTH YUKON PARKWAY	YUKON	OK	73099	CURRENT	Sports Scholarship	$500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	292306	TotGrantOrContriPaidDuringYear

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo (3 entries)

Contributor NumberContributorNumber	Address Line1ContributorAddressUS/AddressLine1	CityContributorAddressUS/City	StateContributorAddressUS/State	ZIP CodeContributorAddressUS/ZIPCode	Aggregate ContributionsAggregateContributions	Person Contribution TypePersonContributionType	Contributor Name IndividualContributorNameIndividual
COMMERICAL BRICK CORPORATION
1	PO BOX 1382	WEWOKA	OK	74884	250200	X
(no name)
2	803 ANNIE COURT	NORMAN	OK	73072	273728	X	DORIS DAHL
(no name)
3	2449 SMOKING OAK ROAD	NORMAN	OK	73072	8500	X	RICHARD LIDDELL

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks
COSULTING	25854
OTHER TAXES	280
MAINTENANCE	6000
PRINTING & COPYING	114
SCHOLARSHIPS	204000