MARISKA FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARISKA FAMILY FOUNDATION (EIN 87-3778486)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-14
- IRS object ID
- 202402889349101000
- Schema version
- 2023v5.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-14T19:45:44-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 S BOULDER AVE SUITE 800 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | 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 | 873778486 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARISKA FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 9184914036 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8811 S YALE AVE SUITE 400 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74137 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAD MARISKA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9186338974 | PhoneNum |
| Signature | 2024-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN KIRCHMAN CPA | PreparerPersonNm |
| PTIN | P00548929 | PTIN |
| Phone | 9186280500 | PhoneNum |
| Preparation | 2024-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,584,504 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,525 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $41,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,902 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,968,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,872 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $66,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,774 | 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 |
| Taxes Rev And Expnss | $767 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $287 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,742 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,513 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,645 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,645 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,513 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,699 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$35,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,261 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,728 | CashBOYAmt |
| Cash EOY | $29,945 | CashEOYAmt |
| Cash EOYFMV | $29,945 | CashEOYFMVAmt |
| US Government Obligations BOY | $16,580 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,274,131 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,274,131 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,141,906 | CorporateStockBOYAmt |
| Corporate Stock EOY | $636,915 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $636,915 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $632,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $632,270 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,719 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,243 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $11,243 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,195,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,584,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,584,504 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,195,933 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,584,504 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,195,933 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,584,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,195,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,584,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,195,933 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$35,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $424,239 | OtherIncreasesAmt |
| Subtotal | $2,584,504 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,584,504 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P U.S. VALUE ETF | D | 2021-12-20 | 2023-12-15 | $398,066 | $349,043 | $49,023 | $49,023 |
| ISHARES CORE S&P U.S. GROWTH ETF | D | 2021-12-20 | 2023-12-15 | $328,347 | $355,504 | -$27,157 | -$27,157 |
| ISHARES CORE S&P SMALL-CAP E | D | 2021-12-20 | 2023-12-15 | $96,430 | $99,491 | -$3,061 | -$3,061 |
| SPDR S&P 500 ETF TRUST | D | 2021-12-20 | 2023-12-15 | $876,602 | $850,813 | $25,789 | $25,789 |
| VANECK HIGH YIELD MUNI ETF | D | 2021-12-20 | 2023-04-17 | $16,840 | $20,454 | -$3,614 | -$3,614 |
| VANGUARD FTSE DEVELOPED ETF | D | 2021-12-20 | 2023-12-15 | $196,671 | $206,606 | -$9,935 | -$9,935 |
| VANGUARD FTSE EMERGING MARKETS | D | 2021-12-20 | 2023-12-15 | $55,896 | $65,069 | -$9,173 | -$9,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,872 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $824 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $824 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $824 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,980 | 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 | $1,980 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $1,154 | OverpaymentAmt |
| Applied To ES Tax | $1,154 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAD AND AMY MARISKA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9184914036 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8811 S YALE AVE SUITE 400 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74137 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| CHAD MARISKA | ||||||||
| 6311 EAST 105TH STREET | TULSA | OK | 74137 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| AMY MARISKA | ||||||||
| 6311 EAST 105TH STREET | TULSA | OK | 74137 | 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 | $2,342,893 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,981 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,397,874 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,397,874 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,968 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,361,906 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,095 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,095 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $824 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $824 | TotalTaxAmt |
| Distributable Before Adj | $117,271 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,271 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,271 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,699 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $94,699 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,271 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $95,284 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,699 | QualifyingDistributionsAmt |
| Applied To Year1 | $94,699 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $585 | Taxable2Amt |
| Undistributed Income CY | $117,271 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES OF EASTERN OKLAHOMA | ||||||
| PO BOX 580460 | TULSA | OK | 741580460 | PC | DONATION FOR CHARITABLE PURPOSES | $10,000 |
| CATHOLIC DIOCESE OF TULSA | ||||||
| 12300 E 91ST STREET SOUTH | BROKEN ARROW | OK | 74012 | PC | DONATION FOR CHARITABLE PURPOSES | $1,000 |
| CITY YEAR TULSA | ||||||
| 15 E 5TH ST SUITE 1621 | TULSA | OK | 74103 | PC | DONATION FOR CHARITABLE PURPOSES | $1,000 |
| DELTA TAU DELTA BETA TAU CHAPTER | ||||||
| 10000 ALLISONVILLE RD | FISHERS | IN | 460382008 | PC | DONATION FOR CHARITABLE PURPOSES | $500 |
| DUKE UNIVERSITY | ||||||
| 2080 DUKE UNIVERSITY ROAD | DURHAM | NC | 27708 | PC | DONATION FOR CHARITABLE PURPOSES | $2,500 |
| FRIENDS OF THE MANSION | ||||||
| 820 NE 23RD ST | OKLAHOMA CITY | OK | 73105 | PC | DONATION FOR CHARITABLE PURPOSES | $1,000 |
| GLOBAL GARDENS | ||||||
| 2524 W 53RD ST | TULSA | OK | 74107 | PC | DONATION FOR CHARITABLE PURPOSES | $500 |
| HAPPY HANDS EDUCATION CENTER | ||||||
| 8801 S GARNETT RD | BROKEN ARROW | OK | 74012 | PC | DONATION FOR CHARITABLE PURPOSES | $200 |
| HEALTHNETWORK FOUNDATION | ||||||
| 3550 LANDER RD SUITE 225 | CLEVELAND | OH | 44124 | PC | DONATION FOR CHARITABLE PURPOSES | $1,000 |
| JENKS PUBLIC SCHOOLS FOUNDATION | ||||||
| 211 E A ST | JENKS | OK | 74037 | PC | DONATION FOR CHARITABLE PURPOSES | $13,500 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 825 NE 13TH ST | OKLAHOMA CITY | OK | 73104 | PC | DONATION FOR CHARITABLE PURPOSES | $500 |
| OKLAHOMA WILDLIFE CONSERVATION FOUNDATION | ||||||
| PO BOX 53488 | OKLAHOMA CITY | OK | 73152 | PC | DONATION FOR CHARITABLE PURPOSES | $500 |
| ST BERNARD'S CATHOLIC CHURCH | ||||||
| 4001 E 101ST STREET | TULSA | OK | 74137 | PC | DONATION FOR CHARITABLE PURPOSES | $12,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | DONATION FOR CHARITABLE PURPOSES | $450 |
| LITTLE BLACK DRESS | ||||||
| 7110 E 151ST ST | BIXBY | OK | 74008 | PC | DONATION FOR CHARITABLE PURPOSES | $500 |
| THE BRIDGES FOUNDATION | ||||||
| 1345 N LEWIS AVE | TULSA | OK | 74110 | PC | DONATION FOR CHARITABLE PURPOSES | $1,000 |
| THE TINY LIVES FOUNDATION | ||||||
| 1550 LARIMER ST SUITE 1068 | DENVER | CO | 80202 | PC | DONATION FOR CHARITABLE PURPOSES | $1,000 |
| THRIVE TO SURVIVE | ||||||
| PO BOX 1146 | GENEVA | NY | 14456 | PC | DONATION FOR CHARITABLE PURPOSES | $100 |
| TRI DELTA THETA GAMMA CHAPTER | ||||||
| 14951 N DALLAS PKWY SUITE 500 | DALLAS | TX | 75254 | PC | DONATION FOR CHARITABLE PURPOSES | $500 |
| TULSA COMMUNITY FOUNDATION | ||||||
| 7030 S YALE AVE 600 | TULSA | OK | 74136 | PC | DONATION FOR CHARITABLE PURPOSES | $50 |
| TULSA DAY CENTER | ||||||
| 415 W ARCHER ST | TULSA | OK | 74103 | PC | DONATION FOR CHARITABLE PURPOSES | $5,000 |
| TULSA FIREFIGHTERS BENEVOLENT FUND | ||||||
| 1283 S DETROIT AVE | TULSA | OK | 74120 | PC | DONATION FOR CHARITABLE PURPOSES | $1,000 |
| TULSA REGIONAL STEM ALLIANCE | ||||||
| 5005 S DARLINGTON AVE | TULSA | OK | 74135 | PC | DONATION FOR CHARITABLE PURPOSES | $1,000 |
| UNIVERSITY OF NEBRASKA FOUNDATION | ||||||
| 1010 LINCOLN MALL 300 | LINCOLN | NE | 68508 | PC | DONATION FOR CHARITABLE PURPOSES | $33,620 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | ||||||
| 100 W TIMBERDELL RD | NORMAN | OK | 73019 | PC | DONATION FOR CHARITABLE PURPOSES | $6,125 |
| USA BMX FOUNDATION | ||||||
| 490 N LANSING AVE | TULSA | OK | 74120 | PC | DONATION FOR CHARITABLE PURPOSES | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,645 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,073 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,872 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $62,961 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,961 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SPDR S&P 500 ETF TRUST | StockNm |
| EOY Book Value | $636,915 | EOYBookValueAmt |
| EOYFMV | $636,915 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,274,131 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,274,131 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JPMORGAN EQUITY PREMIUM INCO | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $632,270 | BookValueAmt |
| EOYFMV | $632,270 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $5,719 | BOYBookValueAmt |
| EOY Book Value | $11,243 | EOYBookValueAmt |
| EOYFMV | $11,243 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DONATION FEES | $54 | $0 | $54 |
| MISCELLANEOUS EXPENSE | -$237 | -$237 | $0 |
| ACCOUNTING FEES | $6,925 | $3,463 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $424,239 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $287 | $287 | $0 |
| FEDERAL TAX PAYMENTS | $480 | $0 | $0 |