COMMONWEALTH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COMMONWEALTH FOUNDATION (EIN 73-1463741)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202501269349100445
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T12:13:10-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731601878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COFFMAN & COMPANY CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2431 E 61ST ST STE 602 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741361243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731463741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONWEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 9187445222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2431 E 61ST ST STE 600 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741361243 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDI S WIGHTMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9187445222 | PhoneNum |
| Signature | 2025-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYANT J COFFMAN | PreparerPersonNm |
| PTIN | P00547726 | PTIN |
| Phone | 9187478100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,580,707 | 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 | $336,769 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $336,769 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,668 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,179,442 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,668 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $783 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $783 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $515,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $515,220 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,482 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $116,269 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $116,269 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $134,751 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $134,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $485,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $485,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $620,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $134,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $485,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$105,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $380,469 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,926,858 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,663,066 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,663,066 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,869,169 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,171,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,910,670 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $11,006 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,971 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,971 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,807,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,841,640 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,580,707 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,730,679 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,730,679 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,076,354 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,110,961 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,807,033 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,841,640 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,807,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,841,640 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,807,033 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$105,031 | ExcessRevenueOverExpensesAmt |
| Other Increases | $139,638 | OtherIncreasesAmt |
| Subtotal | $10,841,640 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,841,640 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY TRADES | P | 2023-02-03 | 2024-11-15 | $2,171,344 | $0 | $2,001,774 | $169,570 | $169,570 |
| CAPITAL GAINS DIVIDENDS | P | $8,098 | $8,098 | $8,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,668 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,289 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,289 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,971 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,971 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,682 | OverpaymentAmt |
| Applied To ES Tax | $1,682 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RANDI S WIGHTMAN | IndividualWithBooksNm |
| Phone | 9187445222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2431 E 61ST ST STE 600 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741361244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RANDI S WIGHTMAN | ||||||||
| 2125 E 32ND PL | TULSA | OK | 74105 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MALCOLM S WIGHTMAN | ||||||||
| 7906 S NEW HAVEN AVE | TULSA | OK | 74136 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHLEEN W VAUGHN | ||||||||
| 9012 NE 136TH ST | KIRKLAND | WA | 98034 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,754,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,350,962 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,746 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,119,281 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,119,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $166,789 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,952,492 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $547,625 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $547,625 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,289 | TotalTaxAmt |
| Distributable Before Adj | $542,336 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $542,336 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $542,336 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $485,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $485,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $542,336 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $483,566 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $485,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $483,566 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,934 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $540,402 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RANDI S WIGHTMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 E 32ND PL | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741052221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9187445222 | RecipientPhoneNum |
| Recipient Email Address | JTURNER@FIRSTSTUARTCORP.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER DETAILING ORGANIZATION, PURPOSE & AMOUNT & USE OF REQUEST, COPY OF 501(C)(3) LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE AN ENTITY DESCRIBED IN IRS SECS 501(C)(3) & 170(C)(2). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CIRCLE CINEMA FOUNDATION INC | |||||||
| 8 S LEWIS AVE | TULSA | OK | 74104 | NONE | PC | GENERAL FUND | $30,000 |
| COFFEE BUNKER | |||||||
| 6365 E 41ST ST | TULSA | OK | 74135 | NONE | PC | GENERAL FUND | $10,000 |
| GEORGE MIKSCH SUTTON AVIAN RESEARCH CENTER | |||||||
| PO BOX 2007 | BARTLESVILLE | OK | 74005 | NONE | PC | FRED N WIGHTMAN ENDOWED FUND FOR ECOLOGICAL STEWARDSHIP | $50,000 |
| GREEN COUNTRY HABITAT FOR HUMANITY | |||||||
| 6235 E 13TH ST | TULSA | OK | 74112 | NONE | PC | GENERAL FUND | $50,000 |
| HOSPICE OF GREEN COUNTRY | |||||||
| 3501 S YALE AVE STE A | TULSA | OK | 74135 | NONE | PC | GENERAL FUND | $10,000 |
| OKLAHOMA POLICY INSTITUTE | |||||||
| 907 S DETOIT AVE STE 1005 | TULSA | OK | 74120 | NONE | PC | GENERAL FUND | $10,000 |
| OKLAHOMA WILDLIFE CONSERVATION FOUNDATION | |||||||
| PO BOX 53488 | OKLAHOMA CITY | OK | 73152 | NONE | PC | GENERAL FUND | $5,000 |
| PHOENIX RISING ALTERNATIVE SCHOOL FOUNDATION | |||||||
| 9222 S ELWOOD AVE STE B | JENKS | OK | 74037 | NONE | PC | GENERAL FUND | $10,000 |
| PLANNED PARENTHOOD GREAT PLAINS | |||||||
| 4401 W 109TH ST STE 200 | OVERLAND PARK | KS | 66211 | NONE | PC | GENERAL FUND | $50,000 |
| STREET SCHOOL INC | |||||||
| 1135 S YALE AVE | TULSA | OK | 74112 | NONE | PC | GENERAL FUND | $5,000 |
| THE GILCREASE MUSEUM MANAGEMENT TRUST | |||||||
| 1400 N GILCREASE MUSEUM RD | TULSA | OK | 74127 | NONE | PC | GENERAL FUND | $50,000 |
| THE PENCIL BOX | |||||||
| 2435 SW BLVD | TULSA | OK | 74107 | NONE | PC | GENERAL FUND | $5,000 |
| THE UNIVERSITY OF TULSA | |||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | NONE | PC | GENERAL FUND | $60,000 |
| TULSA BALLET | |||||||
| 1212 E 45TH PL SO | TULSA | OK | 74105 | NONE | PC | GENERAL FUND | $20,000 |
| TULSA FOUNDATION FOR ARCHITECTURE | |||||||
| 633 S BOSTON AVE | TULSA | OK | 74119 | NONE | PC | GENERAL FUND | $20,000 |
| TULSA HISTORICAL SOCIETY AND MUSEUM | |||||||
| 2445 S PEORIA AVE | TULSA | OK | 74114 | NONE | PC | GENERAL FUND | $15,500 |
| TULSA LAWYERS FOR CHILDREN INC | |||||||
| PO BOX 2254 | TULSA | OK | 74101 | NONE | PC | GENERAL FUND | $20,000 |
| TULSA OPERA | |||||||
| 1610 S BOULDER AVE | TULSA | OK | 74119 | NONE | PC | GENERAL FUND | $25,000 |
| TULSA SYMPHONY ORCHESTRA INC | |||||||
| 117 N BOSTON AVE STE 201 | TULSA | OK | 74103 | NONE | PC | GENERAL FUND | $20,000 |
| VOLUNTEERS OF AMERICA OKLAHOMA | |||||||
| 9605 E 61ST ST | TULSA | OK | 74133 | NONE | PC | GENERAL FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $485,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $336,769 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $783 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $177,668 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $515,220 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $515,220 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION AND ADMIN. | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY PORTFOLIO | StockNm |
| EOY Book Value | $9,171,603 | EOYBookValueAmt |
| EOYFMV | $11,910,670 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED U.S. INCOME TAX PAYMENTS | Desc |
| BOY Book Value | $11,006 | BOYBookValueAmt |
| EOY Book Value | $6,971 | EOYBookValueAmt |
| EOYFMV | $6,971 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALLIANCE RESOURCE PARTNERS LP EXPENSES | $11,511 | $11,511 | $0 |
| ENERGY TRANSFER LP EXPENSES | $3,989 | $3,989 | $0 |
| ENTERPRISE PRODUCTS PARTNERS LP EXPENSES | $8,713 | $8,713 | $0 |
| MARGIN INTEREST PAID | $4 | $4 | $0 |
| ACCOUNT FEES PAID | $92,052 | $92,052 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY CAPITAL MANAGEMENT LLC | Desc |
| Revenue And Expenses Per Books | $783 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $783 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $783 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-TAXABLE DIVIDEND AND PARTNERSHIP DISTRIBUTIONS | Desc |
| Amt | $139,638 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2023 FORM 990-PF TAX | $4,035 | $4,035 | $0 |
| FOREIGN TAX WITHHELD FROM DIVIDENDS | $2,447 | $2,447 | $0 |
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