STITT CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
STITT CHARITABLE FOUNDATION (EIN 46-6402433)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-29
IRS object ID
202631809349100923
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-29T13:31:43-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010572388PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILAM & ASSOCIATES PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17030 S YALE AVE STE 300AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741365722ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN466402433EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STITT CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTITBusinessNameControlTxt
Phone9184924209PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17304 S YALE AVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74136ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH STITTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9184924209PhoneNum
Signature2026-06-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN E MILAMPreparerPersonNm
PTINP00068625PTIN
Phone9184932002PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$699,382FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$197,825ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$37,331DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,331DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$160,066NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,731,127GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$160,066CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$395,222TotalRevAndExpnssAmt
Total Net Invst Incm$197,397TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,741AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,741AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,720OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,720OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$305InterestRevAndExpnssAmt
Interest Net Invst Incm$305InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$95TaxesRevAndExpnssAmt
Taxes Net Invst Incm$95TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,015OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,015OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,876TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,876TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,024,422ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,024,422ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,035,298TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,876TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,024,422TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$640,076ExcessRevenueOverExpensesAmt
Net Investment Income$186,521NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$276,859CashBOYAmt
Cash EOY$16,301CashEOYAmt
Cash EOYFMV$16,301CashEOYFMVAmt
US Government Obligations BOY$700,884USGovernmentObligationsBOYAmt
US Government Obligations EOY$274,818USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$272,871USGovtObligationsEOYFMVAmt
Corporate Stock BOY$666,434CorporateStockBOYAmt
Corporate Stock EOY$237,475CorporateStockEOYAmt
Corporate Stock EOYFMV$283,567CorporateStockEOYFMVAmt
Corporate Bonds BOY$29,100CorporateBondsBOYAmt
Corporate Bonds EOY$124,188CorporateBondsEOYAmt
Corporate Bonds EOYFMV$126,643CorporateBondsEOYFMVAmt
Other Investments BOY$59,254OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,732,531TotalAssetsBOYAmt
Total Assets EOY$652,782TotalAssetsEOYAmt
Total Assets EOYFMV$699,382TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$482,833AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$43,160AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,249,698RetainedEarningBOYAmt
Retained Earning EOY$609,622RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,732,531TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$652,782TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,732,531TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$652,782TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,732,531TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$640,076ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,092,455SubtotalAmt
Other Decreases$439,673OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$652,782TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES2020-10-132025-12-15$877,535$747,594$129,941$129,941
PUBLICLY TRADED SECURITIES2025-08-112025-11-20$849,205$823,467$25,738$25,738
CAPITAL GAINS DIVIDENDS$4,387$4,387$4,387P
FieldValueIRS element (for citing)
Capital Gain Net Income$160,066CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,593InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,593SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,593TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,732EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,732TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,139OverpaymentAmt
Applied To ES Tax$4,139AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9184924209PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17304 S YALE AVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74136ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN K STITT
7304 S YALE AVETULSAOK74136CO-TRUSTEE1.00$0$0$0
SARAH R STITT
7304 S YALE AVETULSAOK74136CO-TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,186,500AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$80,785AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,267,285TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,267,285AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,009CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,248,276NetVlNoncharitableAssetsAmt
Minimum Investment Return$62,414MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$62,414MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,593TaxBasedOnInvestmentIncomeAmt
Total Tax$2,593TotalTaxAmt
Distributable Before Adj$59,821DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$59,821DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$59,821DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,024,422ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,024,422QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,821DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$127,337ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,042,369ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,887ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$148,999ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$403,689ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,725,281TotalExcessDistributionCyovAmt
Qualifying Distributions$1,024,422QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$59,821AppliedToCurrentYearAmt
Remaining Distri From Corpus$964,601RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,689,882TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$127,337ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,562,545ExcessDistriCyovToNextYrAmt
Excess From Year4$2,042,369ExcessFromYear4Amt
Excess From Year3$2,887ExcessFromYear3Amt
Excess From Year2$148,999ExcessFromYear2Amt
Excess From Year1$403,689ExcessFromYear1Amt
Excess From Current Year$964,601ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BARNABAS WORLD MINISTRIES INC
35232 EW 1280SEMINOLEOK74868N/APCSUPPORT ORGANIZATION$5,000
CITY RESCUE MISSION
800 W CALIFORNIA AVEOKLAHOMA CITYOK73106N/APCSUPPORT ORGANIZATION$5,000
COLORADO CHRISTIAN
8787 W ALAMEDA AVELAKEWOODCO80026N/APCSUPPORT ORGANIZATION$500
COMPASSION INTERNATIONAL
12290 VOYAGER PKWYCOLORADO SPRINGSCO80921N/APCSUPPORT ORGANIZATION$1,032
CRU
320 KYLE CTSTILLWATEROK74126N/APCSUPPORT ORGANIZATION$1,000
HIS HOUSE OUTREACH MINISTRIES INC
PO BOX 2040CLAREMOREOK74018N/APCSUPPORT ORGANIZATION$5,000
NATIONAL CHRISTIAN FOUNDATION
1150 SANCTUARY PKWY STE 350ALPHARETTAGA30009N/APCSUPPORT ORGANIZATION$5,000
NORTHCHURCH (OKC)
1601 W MEMORIAL RDOKLAHOMA CITYOK73134N/APCSUPPORT ORGANIZATION$348,990
NOVO
1240 N LAKEVIEW AVE STE 120ANAHEIMCA92807N/APCSUPPORT ORGANIZATION$5,000
SCOTT AND KIM VERPLANK FOUNDATION
2401 TEE CIR STE 103NORMANOK73069N/APCSUPPORT ORGANIZATION$15,000
THE AMERICAN OBJECTIVE PROJECT
900 36TH AVE NW 104NORMANOK73072N/APCSUPPORT ORGANIZATION$250,000
THE SARAH STITT HOPE FOUNDATION
7304 S YALE AVETULSAOK74136N/APCSUPPORT ORGANIZATION$117,000
TULSA COMMUNITY FOUNDATION
7030 S YALE AVE STE 600TULSAOK74136N/APCSUPPORT ORGANIZATION$100,000
YOUNG LIFE
PO BOX 33176TULSAOK74153N/APCSUPPORT ORGANIZATION$10,900
YOUR ONE DEGREE
6528 E 101ST ST STE D-1 268TULSAOK74133N/APCSUPPORT ORGANIZATION$5,000
YOUVERSION INC
4600 E 2ND STEDMONDOK73034N/APCSUPPORT ORGANIZATION$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,024,422TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,331ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$160,066ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$197,397ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$197,397TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOHN K STITTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17304 S YALE AVEAddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74136ZIPCd
FieldValueIRS element (for citing)
Total Contributions$182,825TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,741Amt
Net Investment Income$1,741NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COX COMMNICATIONS INC NEW NOTE 144A$22,523$22,296
REGENT CAPITAL CORPORATION NOTE$27,300$28,762
FIRST NATL NEB INC NOTE 144A$29,100$29,276
NORFOLK SOUTHN CORP NOTE CALL MAKE WHOLE$45,265$46,309

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MONSTER BEVERAGE CORP NEW COM 226 SHS$5,006$6,440
APA CORPORATION COM 455 SHS$5,130$4,329
APPLE INC 96 SHS$5,156$7,612
JACOBS SOLUTIONS INC$5,298$5,298
CONSTELLATION BRANDS INC 51 SHS$5,584$4,415
COTERRA ENERGY INC COM 644 SHS$6,094$7,554
NXP SEMICONDUCTORS 58 SHS$6,308$5,861
ADOBE INC COM 17 SHS$6,463$5,950
ACCENTURE PLC 35 SHS$8,856$9,391
CORPAY INC COM 19 SHS$7,030$5,718
PAYPAL HLDGS INC COM 335 SHS$7,558$7,356
INVESCO SMALL CAP VALUE CLASS Y$12,068$14,037
APPLIED FIN EXPLORER FUND INSTL$13,196$14,701
GQG PARTNERS EMERG MARKETS EQ INSTL$14,782$15,037
ARTISAN INTL VALUE FUND ADVISOR$41,477$45,823
SALESFORCE INC COM 24 SHS$6,483$6,358
BRISTOL-MYERS SQUIBB CO COM 221 SHS$4,724$6,149
ARTISAN INTERNATL EXPLORER ADVISOR$14,914$15,198
ALPHABET INC CAP STK 143 SHS$4,616$9,414
WELLS FARGO$1,239$4,567
KLA CORP COM 25 SHS$1,916$3,645
BOOKING HOLDINGS INC 3 SHS$1,935$5,355
EMCOR GROUP INC COM STK USD0.01 7SHS$2,686$4,283
MERCK &CO. INC COM 172 SHS$4,653$6,316
MASTERCARD INCORPORATED CL 31 SHS$2,848$6,280
BANK AMERICA CORP COM 527 SHS$2,847$4,569
ASML HOLDING NV ERUO.09 NY REGISTRY 4 SHS$2,970$4,279
DR HORTON INC COM STK USD0.01 30SHS$3,597$4,321
MICROSOFT CORP 41 SHS$3,951$7,343
CUMMING INC 73 SHS$3,968$6,125
MOLINA HEALTHCARE INC 84 SHS$4,131$4,686
WABTEC COM$4,229$4,696
LEIDOS HOLDINGS INC 104 SHS$4,241$5,592
JTYSON FOODS INC 77 SHS$4,259$4,514
THERMO FISHER SCIENTIFIC INC 10 SHS$4,385$5,795
HELMERICH &PAYNE INC COM USD0.10 159 SHS$2,877$4,560

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$160,000USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$158,705USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$114,818StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$114,166StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFUND BALANCEDesc
Amt$439,673Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$6$6$0
MISCELLANEOUS EXPENSE$2,009$2,009$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNT FEESCategoryTxt
Amt$6,720Amt
Net Investment Income$6,720NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$95Amt
Net Investment Income$95NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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