CUESTA FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: CUESTA FOUNDATION INC (EIN 73-6091550)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-07-24
IRS object ID: 202412069349100611
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
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-07-24T12:06:42-04:00	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	736091550	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CUESTA FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CUES	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	GREG OLIPHANT	PersonNm
Person Title	CHAIRMAN/PRESIDENT	PersonTitleTxt
Phone	4057555571	PhoneNum
Signature	2024-07-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	GREG	PersonFirstNm
Person Last	OLIPHANT	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	CLAYTON D COLLUM	PreparerPersonNm
PTIN	P00656506	PTIN
Phone	4055073905	PhoneNum
Preparation	2024-07-15	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	$3,337,315	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$23,210	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$8	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$8	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$85,770	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$85,770	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$70,349	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,059,963	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$70,349	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$314	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$314	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$179,651	TotalRevAndExpnssAmt
Total Net Invst Incm	$156,441	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$2,058	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$2,058	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$316,559	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$296,555	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$20,004	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$2,205	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,205	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$1,196	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$1,196	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$322,018	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$298,760	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$23,258	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$108,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$108,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$430,518	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$298,760	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$131,758	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$250,867	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$117,148	CashBOYAmt
Cash EOY	$88,953	CashEOYAmt
Cash EOYFMV	$88,953	CashEOYFMVAmt
Corporate Stock BOY	$1,611,581	CorporateStockBOYAmt
Corporate Stock EOY	$1,606,484	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,606,484	CorporateStockEOYFMVAmt
Other Investments BOY	$1,645,276	OtherInvestmentsBOYAmt
Other Investments EOY	$1,618,562	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,618,562	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$106	OtherAssetsBOYAmt
Other Assets EOY	$23,316	OtherAssetsEOYAmt
Other Assets EOYFMV	$23,316	OtherAssetsEOYFMVAmt
Total Assets BOY	$3,374,111	TotalAssetsBOYAmt
Total Assets EOY	$3,337,315	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,337,315	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$3,374,111	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$3,337,315	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,374,111	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,337,315	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,374,111	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,337,315	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,374,111	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$250,867	ExcessRevenueOverExpensesAmt
Other Increases	$214,071	OtherIncreasesAmt
Subtotal	$3,337,315	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$3,337,315	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	$1,057,418	GrossSalesPriceAmt
Cost Or Other Basis	$989,614	CostOrOtherBasisAmt
Gain Or Loss	$67,804	GainOrLossAmt
Gains Minus Excess Or Losses	$67,804	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$70,349	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$67,804	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx	$3,735	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$3,735	TotalPaymentsAndCreditsAmt
Overpayment	$3,735	OverpaymentAmt
Applied To ES Tax	$3,735	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	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	WWW.FMIOKC.COM/CLIENTS/CUESTA	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	FOUNDATION MANAGEMENT INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4057555571	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

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
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 (7 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
GREG OLIPHANT
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	CHAIRMAN/PRE	000.00	$0	$0	$0
THOMAS OLIPHANT
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	VICE PRES/TR	000.00	$0	$0	$0
ERIC OLIPHANT
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	LIFETIME DIR	000.00	$0	$0	$0
JAMIE OLIPHANT
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	DIRECTOR	000.00	$0	$0	$0
SAWYER OLIPHANT
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	ADVISORY DIR	000.00	$0	$0	$0
KARI BLAKLEY
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	SECRETARY	000.00	$0	$0	$0
NANCY GADEN
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	ASSISTANT TR	000.00	$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	$3,240,952	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$103,049	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$11,711	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,355,712	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$3,355,712	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$50,336	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,305,376	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$165,269	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$165,269	MinimumInvestmentReturnAmt
Distributable Before Adj	$165,269	DistributableBeforeAdjAmt
Distributable Before Ded	$165,269	DistributableBeforeDedAmt
Distributable As Adjusted	$165,269	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$131,758	ExpensesAndContributionsAmt
Qualifying Distributions	$131,758	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$165,269	DistributableAsAdjustedAmt
Undistributed Income PY	$122,291	UndistributedIncomePYAmt
Qualifying Distributions	$131,758	QualifyingDistributionsAmt
Applied To Year1	$122,291	AppliedToYear1Amt
Applied To Current Year	$9,467	AppliedToCurrentYearAmt
Undistributed Income CY	$155,802	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	GREG OLIPHANT	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	CUESTA FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O FOUNDATION MANAGEMENT INC	AddressLine1Txt
Address Line2	1024 E BRITTON ROAD SUITE 200	AddressLine2Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73131	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	4057555571	RecipientPhoneNum
Recipient Email Address	FMIOKC.COM/CLIENTS/CUESTA	RecipientEmailAddressTxt
Form And Info And Materials	CUESTA FOUNDATION GRANT APPLICATION IS AVAILABLE ONLINE AT HTTPS://FMIOKC.COM/CLIENTS/CUESTA/ APPLICATION DEADLINES ARE ALSO POSTED ON THE WEBSITE.	FormAndInfoAndMaterialsTxt
Submission Deadlines	APPLICATION DEADLINES ARE POSTED ON THE WEBSITE.	SubmissionDeadlinesTxt
Restrictions On Awards	N/A	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COMMUNITY FOOD BANK OF EASTERN OK
1304 N KENOSHA AVE	TULSA	OK	74106	NONE	501(C)(3)	EVENT SPONSORSHIP	$5,000
THE BRIDGES FOUNDATION
1813 N ASH	JENKS	OK	74037	NONE	501(C)(3)	FRIENDS OF BRIDGES SPONSORSHIP	$1,000
TULSA CHILDREN'S MUSEUM
3123 S RIVERSIDE DRIVE	TULSA	OK	74105	NONE	501(C)(3)	CAPITAL PLEDGE PAYMENT	$62,500
TULSA REGIONAL STEM ALLIANCE INC
5103 S SHERIDAN RD MB 370	TULSA	OK	74145	NONE	501(C)(3)	PROGRAM SUPPORT	$7,500
UNIVERSITY OF TULSA
800 SOUTH TUCKER DRIVE	TULSA	OK	74112	NONE	501(C)(3)	BIOLOGICAL SCIENCES IMPROVEMENT FUND	$12,500
UNIVERSITY OF TULSA - OLIPHANT ENDO
800 SOUTH TUCKER DRIVE	TULSA	OK	74112	NONE	501(C)(3)	OLIPHANT HALL ENDOWMENT	$10,000
WALIDS FUND
2777 S ARIZONA AVE 1006	CHANDLER	AZ	85286	NONE	501(C)(3)	PROGRAM SUPPORT	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$108,500	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$8	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$85,770	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$314	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$70,349	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$156,441	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$156,441	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	GREG OLIPHANT	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1024 E BRITTON ROAD SUITE 200	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73131	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$23,210	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	46 FINE ART ICONS	NoncashPropertyDesc
Fair Market Value	$23,210	FairMarketValueAmt
Received	2023-12-07	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,058	Amt
Disbursements Charitable Prps	$2,058	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITIES	StockNm
EOY Book Value	$1,606,484	EOYBookValueAmt
EOYFMV	$1,606,484	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
FIXED INCOME	FMV	$1,021,638	$1,021,638
ALTERNATIVES	FMV	$596,924	$596,924

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ORGANIZATIONAL EXPENSE	$106	$106	$106
ART		$23,210	$23,210

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INSURANCE	$1,196	$1,196

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	MORGAN STANLEY	Desc
Revenue And Expenses Per Books	$314	RevenueAndExpensesPerBooksAmt
Net Investment Income	$314	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$214,071	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MORGAN STANLEY - ADVISORY FEE	$38,127	$38,127
MANAGEMENT FEES	$20,004		$20,004
PROFESSIONAL FEES	$258,428	$258,428

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	MORGAN STANLEY - FOREIGN TAX PAI	CategoryTxt
Amt	$2,205	Amt
Net Investment Income	$2,205	NetInvestmentIncomeAmt

CUESTA FOUNDATION INC: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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