EDWARD E & HELEN TURNER BARTLETT FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD E & HELEN TURNER BARTLETT FOUNDATION (EIN 73-6092250)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202411289349102351
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-07T06:34:27-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474609457 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halley McDaniel & Cuite PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 E 21st Street Suite 102 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736092250 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD & HELEN BARTLETT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 9187440553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TRUST COMPANY OF OKLA PO BOX 3627 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE TRUST COMPANY OF OKLAHOMA | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THE TRUST COMPANY OF | PersonFirstNm |
| Person Last | OKLAHOMA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JANE HALLEY CPA | PreparerPersonNm |
| PTIN | P00094907 | PTIN |
| Phone | 9184880809 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,425,469 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,599 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,599 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $846,630 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $846,630 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,365,615 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,530,082 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,365,615 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,322 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,249,166 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,225,860 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $207,154 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $105,649 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $101,505 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $98 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $98 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $89,909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,755 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $245 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $299,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,712 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,215 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,830,873 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,830,873 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,129,954 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,712 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,934,088 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $119,212 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,105,148 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $443,381 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,670,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,670,190 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,446,268 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,723,018 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,681,744 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,423,795 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,603,962 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,744,318 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,482,276 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,892,454 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,329,205 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,795,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,889,636 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,425,469 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,795,732 | CapitalStockBOYAmt |
| Capital Stock EOY | $26,889,636 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,795,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,889,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,795,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,889,636 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,795,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $119,212 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,914,944 | SubtotalAmt |
| Other Decreases | $25,308 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,889,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM CAPITAL GAINS AND LOSSES | P | 2020-01-01 | 2023-12-31 | $732,948 | $734,995 | -$2,047 | -$2,047 |
| LONG TERM GAINS AND LOSSES | P | 2020-01-01 | 2023-12-31 | $7,745,307 | $6,429,472 | $1,315,835 | $1,315,835 |
| LONG TERM WASH SALE | P | 2020-01-01 | 2023-12-31 | $11,968 | $11,968 | $11,968 | |
| LONG TERM CAPITAL GAIN DIVIDENDS | P | 2020-01-01 | 2023-12-31 | $39,859 | $39,859 | $39,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,365,615 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,262 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,262 | SubtotalAmt |
| Tax Based On Investment Income | $29,262 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $56,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $26,738 | OverpaymentAmt |
| Applied To ES Tax | $14,800 | AppliedToESTaxAmt |
| Refund | $11,938 | RefundAmt |
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 | 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 | THE TRUST COMPANY OF OKLAHOMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9187440553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3627 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741013627 | ZIPCd |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| THE TRUST COMPANY OF OKLAHOMA | ||||||
| PO BOX 3627 | TULSA | OK | 741013627 | Trustee | 5.00 | $127,154 |
| HARRISON I BARTLETT II | ||||||
| PO BOX 1166 | SAPULPA | OK | 740671166 | CO-TRUSTEE | 2.00 | $20,000 |
| R LYNN FESPERMAN | ||||||
| 709 S BOSTON | TULSA | OK | 74119 | CO-TRUSTEE | 2.00 | $20,000 |
| HARRISON I BARTLETT III | ||||||
| PO BOX 1166 | SAPULPA | OK | 74067 | CO-TRUSTEE | 2.00 | $20,000 |
| SARAH E BARTLETT | ||||||
| PO BOX 1166 | SAPULPA | OK | 74067 | CO-TRUSTEE | 2.00 | $20,000 |
| 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 | $35,743,947 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,057,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,801,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $36,801,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $552,023 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,249,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,812,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,812,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,262 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,262 | TotalTaxAmt |
| Distributable Before Adj | $1,783,213 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,783,213 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,783,213 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,934,088 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,934,088 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,783,213 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $910,172 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,934,088 | QualifyingDistributionsAmt |
| Applied To Year1 | $910,172 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,023,916 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $759,297 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EDWARD HELEN BARTLETT FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3627 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741013627 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9187440553 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP APPLICANTS SHOULD CONTACT THE FINANCIAL AID OFFICE AT OKLAHOMA STATE UNIVERSITY, UNIVERSITY OF OKLAHOMA, OKLAHOMA STATE UNIVERSITY INSTITUTE OF TECHNOLOGY AND THE UNIVERSITY OF TULSA.ALL CHARITABLE GRANT APPLICANTS SHOULD SEND A WRITTEN REQUEST INCLUDING THE ORGANIZATION'S IRC SECTION 501(C)(3) STATUS LETTER TO THE EDWARD & HELEN BARTLETT FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SCHOLARSHIP APPLICANTS HAVE NO SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCHOLARSHIPS ARE LIMITED TO STUDENTS ATTENDING OKLAHOMA STATE UNIVERSITY, UNIVERSITY OF OKLAHOMA, OKLAHOMA STATE UNIVERSITY INSTITUTE OF TECHNOLOGY AND THE UNIVERSITY OF TULSA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 100 W Timberdell Rd | NORMAN | OK | 73019 | NONE | EXEMPT | SCHOLARSHIP | $137,500 |
| SAPULPA PUBLIC SCHOOLS | |||||||
| 511 East Lee | SAPULPA | OK | 74066 | NONE | EXEMPT | PROGRAM SERVICES | $387,853 |
| YOUTH SERVICES OF CREEK COUNTY | |||||||
| 1025 EAST GRAYSON | SAPULPA | OK | 74066 | NONE | EXEMPT | PROGRAM SERVICES | $10,000 |
| CARING COMMUNITY FRIENDS | |||||||
| PO BOX 1524 | SAPULPA | OK | 74067 | NONE | EXEMPT | PROGRAM SERVICES | $65,000 |
| CREEK COUNTY LITERACY PROGRAM | |||||||
| 15 NORTH POPLAR ST | SAPULPA | OK | 74066 | NONE | EXEMPT | PROGRAM SERVICES | $40,000 |
| LOLLIPOPS AND RAINBOWS INC | |||||||
| 5103 SOUTH SHERIDAN SUITE 670 | TULSA | OK | 74114 | NONE | EXEMPT | PROGRAM SERVICES | $10,000 |
| SHOW INC | |||||||
| 425 W WELLS BLVD | SAPULPA | OK | 74066 | NONE | EXEMPT | PROGRAM SERVICES | $50,000 |
| FAMILY & CHILDRENS SERVICES | |||||||
| 650 SOUTH PEORIA | TULSA | OK | 74120 | NONE | EXEMPT | PROGRAM SERVICES | $20,000 |
| INDIAN NATION CNCL BOY SCOUTS OF AM | |||||||
| 4295 S GARNETT ROAD | TULSA | OK | 74146 | None | EXEMPT | PROGRAM SERVICES | $50,000 |
| CHILD ADVOCACY BOARD OF CREEK CO | |||||||
| 10 N MOUNDS STREET | SAPULPA | OK | 74066 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| BRISTOW EDUCATION FOUNDATION | |||||||
| 420 NORTH MAIN | BRISTOW | OK | 74010 | None | EXEMPT | PROGRAM SERVICES | $27,000 |
| CLAREHOUSE | |||||||
| 7617 S MINGO RD | TULSA | OK | 74133 | None | EXEMPT | PROGRAM SERVICES | $7,454 |
| OKLAHOMA ARTS INSTITUTE | |||||||
| 111 NW 9TH STREET | OKLAHOMA CITY | OK | 73102 | None | EXEMPT | PROGRAM SERVICES | $6,000 |
| BARTLETT-CARNEGIE SAPULPA PUBLIC LI | |||||||
| 27 WEST DEWEY | SAPULPA | OK | 74066 | None | EXEMPT | PROGRAM SERVICES | $12,000 |
| MAKE-A-WISH OKLAHOMA | |||||||
| 4504 E 67TH ST 314 | TULSA | OK | 74136 | None | EXEMPT | PROGRAM SERVICES | $30,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 397 | TULSA | OK | 74101 | None | EXEMPT | PROGRAM SERVICES | $30,000 |
| CURA MEDICAL CLINIC | |||||||
| PO BOX 1734 | SAND SPRINGS | OK | 74063 | None | EXEMPT | PROGRAM SERVICES | $40,000 |
| TULSA BOTANIC GARDEN | |||||||
| 3900 TULSA BOTANIC DR | TULSA | OK | 74127 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| HOSPICE OF GREEN COUNTRY | |||||||
| 1120 S BOSTON AVE | TULSA | OK | 74119 | None | EXEMPT | PROGRAM SERVICES | $11,000 |
| PARENT CHILD CENTER OF TULSA | |||||||
| 1421 S BOSTON | TULSA | OK | 74119 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| STREET SCHOOL | |||||||
| 1135 S YALE AVE | TULSA | OK | 74112 | None | EXEMPT | PROGRAM SERVICES | $25,000 |
| THE UNIVERSITY OF TULSA | |||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | None | EXEMPT | SCHOLARSHIPS | $125,000 |
| EMERGENCY INFANT SERVICES | |||||||
| 1110 S DENVER AVE | TULSA | OK | 74119 | None | EXEMPT | PROGRAM SERVICES | $25,000 |
| HAPPY HANDS TULSA | |||||||
| 8801 S GARNETT RD | BROKEN ARROW | OK | 74012 | None | EXEMPT | PROGRAM SERVICES | $25,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 5915 NW 23RD ST | OKLAHOMA CITY | OK | 73127 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| KID'S KLOSET CO SAPULPA PUBLIC SCHO | |||||||
| 511 E LEE | SAPULPA | OK | 74066 | None | EXEMPT | PROGRAM SERVICES | $40,000 |
| LIFE SENIOR SERVCES | |||||||
| 5330 E 31ST ST STE 800 | TULSA | OK | 74135 | None | EXEMPT | PROGRAM SERVICES | $25,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATIO | |||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | None | EXEMPT | PROGRAM SERVICES | $399,000 |
| SOUTH TULSA COMMUNITY HOUSE | |||||||
| 5780 S PERORIA AVE | TULSA | OK | 74105 | None | EXEMPT | PROGRAM SERVICES | $15,000 |
| THE CENTER FOR INDIVIDUALS WITH PHY | |||||||
| 815 SOUTH UTICA AVE | TULSA | OK | 74104 | None | EXEMPT | PROGRAM SERVICES | $25,000 |
| ARTSOK INC | |||||||
| PO BOX 3876 | BROKEN ARROW | OK | 74013 | None | EXEMPT | PROGRAM SERVICES | $20,000 |
| BOSTON AVENUE HELPING HANDS INC | |||||||
| 709 S BOSTON AVE | TULSA | OK | 74119 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| FRIENDS OF STARLIGHT CONCERTS | |||||||
| PO BOX 35158 | TULSA | OK | 74153 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| PATHWAY ADULT LEARNING CENTER INC | |||||||
| PO BOX 703064 | TULSA | OK | 74170 | None | EXEMPT | PROGRAM SERVICES | $10,000 |
| THE RIGHT PATH RIDING ACADEMY | |||||||
| 16620 OLD SHAMROCK HWY | DRUMRIGHT | OK | 74030 | None | EXEMPT | PROGRAM SERVICES | $2,070 |
| WILL ROGERS STAGE FOUNDATION | |||||||
| 2840 E 51ST ST | TULSA | OK | 74105 | NONE | EXEMPT | PROGRAM SUPPORT | $10,000 |
| DVIS | |||||||
| 3124 EAST APACHE STREET | TULSA | OK | 74110 | None | EXEMPT | PROGRAM SUPPORT | $45,000 |
| AMERICAN LEGION POST 36 | |||||||
| 105 EAST LEE | SAPULPA | OK | 74066 | NONE | EXEMPT | PROGRAM SUPPORT | $30,416 |
| CREEK COUNTY EXTENSION 4-H | |||||||
| 17806 W HWY 66 | KELLYVILLE | OK | 74039 | NONE | EXEMPT | PROGRAM SUPPORT | $15,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,830,873 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,599 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $846,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,365,615 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| GST TAX RECLAIM | 1 | $4,286 |
| MINERAL INCOME | 15 | $16 |
| NON-TAXABLE DIVIDENDS | 14 | $19,020 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,249,166 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,249,166 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,675 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,675 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE OBLIGATIONS | BondNm |
| EOY Book Value | $6,892,454 | EOYBookValueAmt |
| EOYFMV | $6,329,205 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $16,603,962 | EOYBookValueAmt |
| EOYFMV | $28,744,318 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,723,018 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,681,744 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MINERAL INTERESTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $12 | BookValueAmt |
| EOYFMV | $12 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $25,308 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $210 | $210 | |
| AWARD CERTIFICATE PRINTING | $35 | $35 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| GST TAX RECLAIM | $4,286 | |
| MINERAL INCOME | $16 | $16 |
| NON-TAXABLE DIVIDENDS | $19,020 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OIL & GAS MANAGEMENT FEE | CategoryTxt |
| Amt | $98 | Amt |
| Net Investment Income | $98 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $75,154 | |
| FOREIGN TAX PAID | $14,755 | $14,755 |
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