BURTON FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BURTON FOUNDATION INC (EIN 73-1584983)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-17
- IRS object ID
- 202411999349100321
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-17T16:04:07-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461765638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBISON GARY JOHNSON & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14220 BARBOUR AVE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73134 | 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 | 731584983 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURT | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1024 E BRITTON RD STE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH GRAY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4057555571 | PhoneNum |
| Signature | 2024-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | GRAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLAYTON D COLLUM | PreparerPersonNm |
| PTIN | P00656506 | PTIN |
| Phone | 4055073905 | PhoneNum |
| Preparation | 2024-06-19 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $34,326,621 | 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 |
| Dividends Rev And Expnss | $755,610 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $755,610 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $591,331 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,679,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $591,331 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,346,941 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,346,941 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,303 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,303 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $305,374 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $147,428 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $157,946 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,354 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,354 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $38,762 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38,762 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,765 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,765 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $362,008 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,782 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $205,226 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,582,297 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,582,297 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,944,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,782 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,787,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,597,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,190,159 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $247,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $272,731 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $272,731 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,437,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,907,990 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,907,990 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $11,483,722 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,145,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,145,900 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,168,420 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,326,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,326,621 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,168,420 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $34,326,621 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,168,420 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,326,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,168,420 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,326,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,168,420 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,597,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,755,565 | OtherIncreasesAmt |
| Subtotal | $34,326,621 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $34,326,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $15,679,350 | GrossSalesPriceAmt |
| Cost Or Other Basis | $15,088,249 | CostOrOtherBasisAmt |
| Gain Or Loss | $591,101 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $591,101 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $591,331 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $591,101 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,543 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,543 | SubtotalAmt |
| Tax Based On Investment Income | $16,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,798 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39,798 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,255 | OverpaymentAmt |
| Applied To ES Tax | $23,255 | AppliedToESTaxAmt |
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 INC | IndividualWithBooksNm |
| Phone | 4057555571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1024 E BRITTON RD SUITE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73131 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GRETCHEN GRAY | ||||||||
| 1024 E BRITTON ROAD SUITE200 | OKLAHOMA CITY | OK | 73131 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ROBERT GRAY | ||||||||
| 1024 E BRITTON ROAD SUITE 100 | OKLAHOMA CITY | OK | 73131 | ASSISTANT SE | 1.00 | $0 | $0 | $0 |
| JOSEPH GRAY | ||||||||
| 1024 E BRITTON ROAD SUITE 200 | OKLAHOMA CITY | OK | 73131 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KARI BLAKLEY | ||||||||
| 1024 E BRITTON ROAD | OKLAHOMA CITY | OK | 73131 | ASSISTANT SE | 1.00 | $0 | $0 | $0 |
| NANCY GADEN | ||||||||
| 1024 E BRITTON ROAD SUITE 200 | OKLAHOMA CITY | OK | 73131 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $21,672,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $260,130 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $11,314,811 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,247,522 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $33,247,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $498,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,748,809 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,637,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,637,440 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,543 | TotalTaxAmt |
| Distributable Before Adj | $1,620,897 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,620,897 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,620,897 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,787,523 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,787,523 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,620,897 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,598,191 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,787,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,598,191 | AppliedToYear1Amt |
| Applied To Current Year | $1,189,332 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $431,565 | UndistributedIncomeCYAmt |
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 (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AID TO THE CHURCH IN NEED | ||||||
| 725 LEONARD ST 3RD FLR | BROOKLYN | NY | 11222 | 501(C)(3) | UNRESTRICTED SUPPORT | $30,000 |
| ALFRED B MACLAY JR DAY SCHOOL | ||||||
| 3737 N MERIDIAN AVE | TALLAHASSEE | FL | 32312 | 501(C)(3) | UNRESTRICTED SUPPORT | $15,000 |
| ALL SAINTS CATHOLIC SCHOOL | ||||||
| 299 S 9H STREET | BROKEN ARROW | OK | 74012 | 501(C)(3) | UNRESTRICTED SUPPORT | $2,000 |
| AMERICAN RED CROSS - TULSA CHAPTER | ||||||
| 10151 E 11TH STREET | TULSA | OK | 74128 | 501(C)(3) | UNRESTRICTED SUPPORT | $2,000 |
| AMERICAN RIVERS | ||||||
| 1101 14TH STREET SUITE 1 | WASHINGTON | DC | 20005 | 501(C)(3) | UNRESTRICTED SUPPORT | $2,500 |
| AMHERST COLLEGE | ||||||
| PO BOX 5000 | AMHERST | MA | 01002 | 501(C)(3) | AMHERST COLLEGE ROWING (UNRESTRICTED | $1,500 |
| ARCHDIOCESE FOR MILITARY SERVICES | ||||||
| 1025 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| BECAUSE WE CARE PHILANTHROPY INC | ||||||
| 1024 E BRITTON ROAD SUI | OKLAHOMA CITY | OK | 73130 | 501(C)(3) | OU COLLEGE OF NURSING FORNI CLINIC E | $500,000 |
| BECAUSE WE CARE PHILANTHROPY INC | ||||||
| 1024 E BRITTON ROAD SUI | OKLAHOMA CITY | OK | 73130 | 501(C)(3) | TPALOMAR AND REMERGE EDUCATION OPPOR | $13,896 |
| BECAUSE WE CARE PHILANTHROPY INC | ||||||
| 1024 E BRITTON ROAD SUI | OKLAHOMA CITY | OK | 73130 | 501(C)(3) | HOLY FAMILY CLASSICAL | $100,000 |
| BECAUSE WE CARE PHILANTHROPY INC | ||||||
| 1024 E BRITTON ROAD SUI | OKLAHOMA CITY | OK | 73130 | 501(C)(3) | OU SCHOOL OF NURSING SIM LAB AND CO | $600,000 |
| BECAUSE WE CARE PHILANTHROPY INC | ||||||
| 1024 E BRITTON ROAD SUI | OKLAHOMA CITY | OK | 73130 | 501(C)(3) | THE ANONYMOUS FOUNDATION DONOR ADVIS | $729,401 |
| BIG BEND HOSPICE FOUNDATION | ||||||
| 1723 MAHAN CENTER BLVD | TALLAHASSEE | FL | 32308 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| BIG DOG RANCH RESCUE INC | ||||||
| 14444 OKEECHOBEE BLVD | LOXAHATCHEE GROVES | FL | 33470 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| BIG LIFE FOUNDATION USA | ||||||
| 1715 NORTH HERON DRIVE | RIDGEFIELD | WA | 98642 | 501(C)(3) | UNRESTRICTED SUPPORT | $2,000 |
| BIRTHRIGHT OF TULSA | ||||||
| 6600 S YALE SUITE 1307 | TULSA | OK | 74136 | 501(C)(3) | BIRTH CHOICE / UNRESTRICTED SUPPORT | $5,000 |
| BISHOP KELLEY HIGH SCHOOL | ||||||
| 3905 HUDSON AVENUE | TULSA | OK | 74135 | 501(C)(3) | BK CHEER | $1,000 |
| BISHOP KELLEY HIGH SCHOOL | ||||||
| 3905 HUDSON AVENUE | TULSA | OK | 74135 | 501(C)(3) | BELIEVE IN BK | $10,000 |
| BISHOP KELLEY HIGH SCHOOL | ||||||
| 3905 HUDSON AVENUE | TULSA | OK | 74135 | 501(C)(3) | TENNIS FACILITY FUND | $14,000 |
| BISHOP KENNY HIGH SCHOOL | ||||||
| 1055 KINGMAN AVENUE | JACKSONVILLE | FL | 32207 | 501(C)(3) | UNRESTRICTED SUPPORT | $12,500 |
| BONEFISH & TARPON TRUST | ||||||
| 2937 SW 27TH AVENUE STE | MIAMI | FL | 33133 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| BONEFISH & TARPON TRUST | ||||||
| 2937 SW 27TH AVENUE STE | MIAMI | FL | 33133 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| BOY SCOUTS OF AMERICA INDIAN NATIO | ||||||
| 4295 S GARNETT RD | TULSA | OK | 74146 | 501(C)(3) | UNRESTRICTED SUPPORT | $15,000 |
| BOYS REPUBLIC | ||||||
| 1907 BOYS REPUBLIC DRIVE | CHINO HILLS | CA | 91709 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| BOYS TOWN NORTH FLORIDA INC | ||||||
| 3555 COMMONWEALTH BLVD | TALLAHASSEE | FL | 32303 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| CAPTAINS FOR CLEAN WATER | ||||||
| PO BOX 1653 | FORT MYERS | FL | 33902 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| CAPTAINS FOR CLEAN WATER | ||||||
| PO BOX 1653 | FORT MYERS | FL | 33902 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| CARDINAL MINDSZENTY FOUNDATION | ||||||
| 7800 BONHOMME AVE | ST LOUIS | MO | 63105 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| CATHOLIC CHARITIES BUREAU INC | ||||||
| 1701 NE 9TH STREET | GAINESVILLE | FL | 32609 | 501(C)(3) | CARING CHOICES | $2,500 |
| CATHOLIC CHARITIES BUREAU | ||||||
| 40 E ADAMS STREET SUITE | JACKSONVILLE | FL | 32202 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| CATHOLIC CHARITIES TULSA | ||||||
| 2450 N HARVARD AVE | TULSA | OK | 74115 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| CATHOLIC NEAR EAST WELFARE ASSOCIAT | ||||||
| 1011 FIRST AVE 15 FL | NEW YORK | NY | 10022 | 501(C)(3) | UNRESTRICTED SUPPORT | $30,000 |
| CHILDREN'S HEALTH DEFENSE | ||||||
| 852 FRANKLIN AVE SUITE 51 | FRANKLIN LAKES | NJ | 07417 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| CHILDREN'S MEDICAL RESEARCH INC | ||||||
| 1001 NORTHWEST 63RD STREE | OKLAHOMA CITY | OK | 73116 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| CHRISTENDOM EDUCATIONAL CORPORATION | ||||||
| 134 CHRISTENDOM DRIVE | FRONT ROYAL | VA | 22630 | 501(C)(3) | UNRESTRICTED SUPPORT | $20,000 |
| CITY RESCUE MISSION | ||||||
| 426 S MCDDUFF AVE | JACKSONVILLE | FL | 32254 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| COMMUNITY FOOD BANK OF EASTERN OKLA | ||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| CONSERVATION FORCE | ||||||
| 3240 S I-10 SERVICE ROAD | METAIRIE | LA | 70001 | 501(C)(3) | DAPU | $2,000 |
| DIOCESE OF ST AUGUSTINE | ||||||
| 11625 OLD ST AUGUSTINE R | JACKSONVILLE | FL | 32258 | 501(C)(3) | UNRESTRICTED SUPPORT | $7,500 |
| DIOCESE OF TULSA | ||||||
| PO BOX 690240 | TULSA | OK | 74169 | 501(C)(3) | ARCHDIOCESAN ANNUAL APPEAL | $10,000 |
| ETERNAL WORD TELEVISION NETWORK | ||||||
| 5817 OLD LEEDS ROAD | IRONDALE | AL | 35210 | 501(C)(3) | UNRESTRICTED SUPPORT | $1,000 |
| FISH & WILDLIFE FOUNDATION OF FLORI | ||||||
| PO BOX 11010 | TALLAHASSEE | FL | 32302 | 501(C)(3) | UNRESTRICTED SUPPORT | $1,000 |
| FOOD FOR THE POOR | ||||||
| 6401 LYONS ROAD DEPT 9 | COCONUT CREEK | FL | 33073 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| FREEDOM AVIATION NETWORK | ||||||
| 1006 FATHERLAND ST STE 10 | NASHVILLE | TN | 372062996 | 501(C)(3) | UNRESTRICTED SUPPORT | $20,000 |
| FRIENDS OF OETA INC | ||||||
| 7403 N KELLEY AVENUE | OKLAHOMA CITY | OK | 73111 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| FRIENDS OF THE EVERGLADES INC | ||||||
| 3727 SE OCEAN BLVD | STUART | FL | 34996 | 501(C)(3) | UNRESTRICTED SUPPORT | $15,000 |
| GABRIEL HOUSE OF CARE | ||||||
| 4599 WORRALL WAY | JACKSONVILLE | FL | 32224 | 501(C)(3) | UNRESTRICTED SUPPORT | $2,500 |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | 501(C)(3) | UNRESTRICTED SUPPORT | $3,500 |
| GIVE TO RESEARCH DBA INNERSCIENCE R | ||||||
| 15120 RAINIER VIEW DR SE | YELM | WA | 98597 | 501(C)(3) | UNRESTRICTED SUPPORT | $20,000 |
| HOLY FAMILY CATHOLIC CHURCH | ||||||
| 9800 BAYMEADOWS RD | JACKSONVILLE | FL | 322567962 | 501(C)(3) | CHURCH REFURBISHMENT | $12,500 |
| HOPE REINS | ||||||
| 8420 WAKE FOREST HWY | RALEIGH | NC | 27613 | 501(C)(3) | UNRESTRICTED SUPPORT | $20,000 |
| HUBBARD HOUSE INC | ||||||
| PO BOX 4909 | JACKSONVILLE | FL | 32201 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| HUNGER FIGHT | ||||||
| 2935 DAWN RD | JACKSONVILLE | FL | 32207 | 501(C)(3) | UNRESTRICTED SUPPORT | $3,000 |
| I M SULZBACHER CENTER FOR THE HOMEL | ||||||
| 611 E ADAMS STREET | JACKSONVILLE | FL | 32202 | 501(C)(3) | UNRESTRICTED SUPPORT | $3,000 |
| JACKSONVILLE HUMANE SOCIETY | ||||||
| 8464 BEACH BLVD | JACKSONVILLE | FL | 32216 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| KATIE CAPLES FOUNDATION INC | ||||||
| 1617 ATLANTIC AVENUE | FERNANDINA BEACH | FL | 32034 | 501(C)(3) | UNRESTRICTED SUPPORT | $3,000 |
| KEY WEST AND LOWER KEYS FISHING GUI | ||||||
| PO BOX 420951 | SUMMERLAND KEY | FL | 330420951 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| MISSOURI UNIVERSITY OF SCIENCE AND | ||||||
| ADVANCEMENT SERVICES | ROLLA | MO | 65409 | 501(C)(3) | COLLEGE OF CIVIL ENGINEERING IN HONO | $5,000 |
| NASSAU HUMANE SOCIETY INC | ||||||
| 639 AIRPORT ROAD | FERNANDINA BEACH | FL | 32034 | 501(C)(3) | UNRESTRICTED SUPPORT | $2,500 |
| NATIONAL COWBOY AND WESTERN HERITAG | ||||||
| 1700 NE 63RD STREET | OKLAHOMA CITY | OK | 73111 | 501(C)(3) | UNRESTRICTED SUPPORT | $1,000 |
| NAVY-MARINE CORPS RELIEF SOCIETY | ||||||
| 875 N RANDOLPH STREET SU | ARLINGTON | VA | 22203 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| NIGHTLIGHT CHRISTIAN ADOPTIONS | ||||||
| 1528 BROOKHOLLOW DR | SANTA ANA | CA | 92705 | 501(C)(3) | UNRESTRICTED SUPPORT | $1,000 |
| NORTH FLORIDA LAND TRUST INC | ||||||
| 843 W MONROE ST | JACKSONVILLE | FL | 32202 | 501(C)(3) | UNRESTRICTED SUPPORT | $2,500 |
| OKLAHOMA WILDLIFE CONSERVATION FOUN | ||||||
| PO BOX 53488 | OKLAHOMA CITY | OK | 73152 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| OPERATION NEW UNIFORM INC | ||||||
| 8825 PERIMETER PARK BLVD | JACKSONVILLE | FL | 32216 | 501(C)(3) | UNRESTRICTED SUPPORT | $2,500 |
| RAIL AGAINST THE DANGER INC | ||||||
| 4895 THORNWOOD COVE | ACWORTH | GA | 30102 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| RALEIGH RESCUE MISSION INC | ||||||
| PO BOX 58634 | RALEIGH | NC | 27658 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| RESCUE MISSIONS MINISTRIES INC | ||||||
| PO BOX 11368 | DURHAM | NC | 27703 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| SECOND AMENDMENT FOUNDATION | ||||||
| 12500 NE 10TH PLACE | BELLEVUE | WA | 98005 | 501(C)(3) | UNRESTRICTED SUPPORT | $7,500 |
| SOCIETY FOR PROPAGATION OF THE FAIT | ||||||
| 70 W 36TH STREET | NEW YORK | NY | 10018 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| ST ANNE CATHOLIC CHURCH | ||||||
| 301 S NINTH STREET | BROKEN ARROW | OK | 74012 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| ST ANNE CATHOLIC CHURCH | ||||||
| 301 S NINTH STREET | BROKEN ARROW | OK | 74012 | 501(C)(3) | BUILDING FUND | $15,000 |
| ST ANNE CATHOLIC CHURCH | ||||||
| 301 S NINTH STREET | BROKEN ARROW | OK | 74012 | 501(C)(3) | MISSION OF COMPASSION | $5,000 |
| ST JUDE'S CHILDRENS RESEARCH HOSPI | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 501(C)(3) | UNRESTRICTED SUPPORT | $1,000 |
| ST JUDE'S CHILDRENS RESEARCH HOSPI | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 501(C)(3) | TRI DELTA | $10,000 |
| TALLAHASSEE MEMORIAL HEALTHCARE FOU | ||||||
| 1300 MICCOSUKEE RD | TALLAHASSEE | FL | 32308 | 501(C)(3) | UNRESTRICTED SUPPORT | $2,000 |
| TEXAS BIGHORN SOCIETY | ||||||
| 1615 WEST LOOP 289 | LUBBOCK | TX | 79416 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| THE BECKET FUND | ||||||
| 1919 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| THE CITY LIGHTS FOUNDATION OF OKLAH | ||||||
| 7204 S BIRCH AVE | BROKEN ARROW | OK | 740116832 | 501(C)(3) | UNRESTRICTED SUPPORT | $3,000 |
| THE FAMILY VIOLENCE PREVENTION CENT | ||||||
| 1012 OBERLIN ROAD SUITE 1 | RALEIGH | NC | 27605 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| THE SALVATION ARMY - TULSA | ||||||
| PO BOX 397 | TULSA | OK | 74101 | 501(C)(3) | UNRESTRICTED SUPPORT | $10,000 |
| THE SPRING SHELTER | ||||||
| PO BOX 1588 | SAND SPRINGS | OK | 74063 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| THEODORE ROOSEVELT CONSERVATION PAR | ||||||
| 529 14TH STREET NW | WASHINGTON | DC | 20045 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| THOMAS MORE LAW CENTER | ||||||
| PO BOX 393 | ANN ARBOR | MI | 48106 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| THOMAS MORE SOCIETY | ||||||
| 309 W WASHINGTON STREET | CHICAGO | IL | 60606 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| THOMAS MORE SOCIETY | ||||||
| 309 W WASHINGTON STREET | CHICAGO | IL | 60606 | 501(C)(3) | UNRESTRICTED SUPPORT | $5,000 |
| TULSA SYMPHONY ORCHESTRA INC | ||||||
| 117 N BOSTON AVE STE 2 | TULSA | OK | 74103 | 501(C)(3) | UNRESTRICTED SUPPORT | $1,500 |
| TULSA ZOO MANAGEMENT INC | ||||||
| 6421 E 36TH ST N | TULSA | OK | 74115 | 501(C)(3) | UNRESTRICTED SUPPORT | $1,000 |
| UNIVERSITY OF ROCHESTER SCHOOL OF N | ||||||
| PO BOX 270032 | ROCHESTER | NY | 14627 | 501(C)(3) | UNRESTRICTED SUPPORT | $1,500 |
| US FRIENDS OF THE THE DAVID SHELDRI | ||||||
| 25283 CABOT RD SUITE 101 | LAGUNA HILLS | CA | 92653 | 501(C)(3) | UNRESTRICTED SUPPORT | $6,000 |
| WASHINGTON LEGAL FOUNDATION | ||||||
| 2009 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | 501(C)(3) | UNRESTRICTED SUPPORT | $15,000 |
| YELLOWSTONE FOREVER | ||||||
| PO BOX 1857 | BOZEMAN | MT | 597711857 | 501(C)(3) | UNRESTRICTED SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,582,297 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $755,610 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $591,331 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,346,941 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,346,941 | 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 | TAX RETURN PREP FEES | CategoryTxt |
| Amt | $3,450 | Amt |
| Disbursements Charitable Prps | $3,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACS | StockNm |
| EOY Book Value | $22,907,990 | EOYBookValueAmt |
| EOYFMV | $22,907,990 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | FMV | $721,720 | $721,720 |
| FIXED INCOME | FMV | $9,426,116 | $9,426,116 |
| ASSET ALLOCATION | FMV | $998,064 | $998,064 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,303 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,303 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| POSTAGE | $40 | $40 |
| INSURANCE | $1,725 | $1,725 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/(LOSSES) | Desc |
| Amt | $3,755,565 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO MANAGEMENT FEES | $147,428 | $147,428 | |
| MANAGEMENT FEES | $157,946 | $157,946 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADR & FOREIGN TAXES PAID | CategoryTxt |
| Amt | $9,354 | Amt |
| Net Investment Income | $9,354 | NetInvestmentIncomeAmt |
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