OXLEY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OXLEY FOUNDATION (EIN 73-6224031)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-29
- IRS object ID
- 202403039349101855
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T16:21:04-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 SOUTH UTICA PL SUITE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736224031 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OXLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OXLE | BusinessNameControlTxt |
| Phone | 9185841978 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 S BOULDER SUITE 770 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS RAINES | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9185841978 | PhoneNum |
| Signature | 2024-10-29 | 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 | MEGAN COURTNEY | PreparerPersonNm |
| PTIN | P01571790 | PTIN |
| Phone | 9187452333 | PhoneNum |
| 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 | $1,173,276 | 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 | $129,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,841 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$229,517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,392,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,201 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,233 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$69,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,074 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,893 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,248 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,248 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,674 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,674 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $68,318 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,824 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,301 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,301 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $96 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $96 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,136 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,136 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $90,835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,569 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,530 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $198,158 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,805 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,698,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,546,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,767,633 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,058 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,527,011 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,399 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,399 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $70,102 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,611 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,611 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $855,715 | CorporateStockBOYAmt |
| Corporate Stock EOY | $857,059 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $945,947 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,134,574 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $889,001 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $132,857 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $37,109 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,647 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,763 | LandBOYAmt |
| Land EOY | $15,462 | LandEOYAmt |
| Land EOYFMV | $15,462 | LandEOYFMVAmt |
| Total Assets BOY | $9,608,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,840,532 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,173,276 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $100 | CapitalStockBOYAmt |
| Capital Stock EOY | $100 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,608,065 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,840,432 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,608,165 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,840,532 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,608,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,840,532 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,608,165 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,767,633 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,840,532 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,840,532 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,287,903 | $1,326,404 | -$38,501 | -$38,501 | |
| GS DISTRESSED IV OFFSHORE HOLDINGS | $6,437 | $6,437 | $6,437 | P | |
| JCF III PRIVATE INVESTORS - K1 | $200 | $200 | $200 | P | |
| WHITEHALL PARALLEL GLOBAL RE 2007 - K1 | $175,083 | -$175,083 | -$175,083 | P | |
| WHITEHALL PARALLEL GLOBAL RE 2001 - K1 | $10,871 | -$10,871 | -$10,871 | P | |
| REMAINING BASIS IN WHITEHALL PARALLEL GLOBAL RE 2007 | $109,603 | -$109,603 | -$109,603 | P | |
| REMAINING BASIS IN WHITEHALL PARALLEL GLOBAL RE 2001 | $97,904 | $97,904 | $97,904 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$229,517 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $918 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $918 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $918 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,611 | 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 | $5,611 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,693 | OverpaymentAmt |
| Applied To ES Tax | $4,693 | 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 | BETH WALLACE | IndividualWithBooksNm |
| Phone | 9185841978 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 S BOULDER STE 770 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN C OXLEY | ||||||||
| 1437 S BOULDER SUITE 770 | TULSA | OK | 74119 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARY JANE TRITSCH | ||||||||
| 1437 S BOULDER SUITE 770 | TULSA | OK | 74119 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RUSSELL H HARBAUGH JR | ||||||||
| 1437 S BOULDER SUITE 770 | TULSA | OK | 74119 | TRUSTEE | 32.80 | $7,893 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENHILL PROPERTIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 S BOULDER STE 770 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATIVE OVERHEAD | ServiceTypeTxt |
| Compensation | $102,643 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,009,630 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,934,114 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $44,857 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,988,601 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,988,601 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,829 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,943,772 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,189 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $147,189 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $918 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $918 | TotalTaxAmt |
| Distributable Before Adj | $146,271 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $146,271 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $146,271 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,546,805 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,546,805 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,271 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,170,880 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,340,530 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,589,807 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $12,909,439 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,010,656 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,546,805 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $146,271 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,400,534 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $25,411,190 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,170,880 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,240,310 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,340,530 | ExcessFromYear4Amt |
| Excess From Year3 | $1,589,807 | ExcessFromYear3Amt |
| Excess From Year1 | $12,909,439 | ExcessFromYear1Amt |
| Excess From Current Year | $7,400,534 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF TULSA | |||||||
| 1478 S BOULDER | TULSA | OK | 74160 | NONE | PC | OXLEY CHALLENGE | $3,500,000 |
| WILL ROGERS HERITAGE INC | |||||||
| 1488 S BOULDER | TULSA | OK | 74170 | NONE | PC | MUSEUM RENOVATIONS | $500,000 |
| THE UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||||
| 100 W TIMBERDELL RD | NORMAN | OK | 73019 | NONE | PC | BEDLAM CONTRIBUTION | $3,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,500,000 | 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 | $129,841 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $22,926 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,936 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$229,517 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIP INCOME | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$32 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$2,629 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$32 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$79,379 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,936 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$69,475 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | OIL AND GAS SETTLEMENTS | RelationshipStatementTxt |
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 | ACCOUNTING | CategoryTxt |
| Amt | $6,550 | Amt |
| Net Investment Income | $3,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,275 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2020 SUBARU OUTBACK | PropertyDesc |
| Acquired | 2019-11-30 | AcquiredDt |
| Cost Or Other Basis | $37,109 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $16,345 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 7.000000000000 | LifeRt |
| Current Year Expense | $5,301 | CurrentYearExpenseAmt |
| Net Investment Income | $5,301 | NetInvestmentIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| EXPLANATION OF ACTIVITIES WITH A DISQUALIFIED PERSON | FORM 990-PF, PART VI-B, QUESTIONS 1A(3) AND 1A(4) | THE OXLEY FOUNDATION OCCUPIES OFFICE SPACE LEASED BY GREENHILL PROPERTIES, LLC. A 50% OWNER OF GREENHILL PROPERTIES, LLC IS JOHN C. OXLEY, A TRUSTEE OF THE FOUNDATION. THE FOUNDATION PAID A TOTAL OF $102,643 TO GREENHILL PROPERTIES, LLC FOR EXPENSES ASSOCIATED WITH THE MANAGEMENT OF INVESTMENTS, BOOKKEEPING, AND THE MAKING OF GRANTS TO DONEE ORGANIZATIONS. |
| EXPLANATION OF ACTIVITIES WITH A DISQUALIFIED PERSON | FORM 990-PF, PART VIII, QUESTION 1 | RUSSELL H. HARBAUGH, JR.'S COMPENSATION IS THE PERSONAL USE OF A FOUNDATION AUTOMOBILE. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $26,091 | $27,275 |
| AGEAS SPON ADR | $17,280 | $18,168 |
| APPLE INC | $30,991 | $33,500 |
| BAE SYSTEMS PLC SPON ADR | $40,257 | $44,867 |
| BANKINTER SA SPON ADR | $32,592 | $31,970 |
| BROADCOM INC | $24,917 | $32,371 |
| CARLSBERG AS SPON ADR | $40,630 | $39,640 |
| COCA COLA CO COM | $13,340 | $14,556 |
| DAITO TRUST CONS SPON ADR | $19,029 | $20,352 |
| DEVON ENERGY CORP NEW | $33,317 | $32,661 |
| EQUINOR ASA SPON ADR | $16,886 | $15,757 |
| EVOLUTION AB UNSPONSORED ADR | $35,893 | $40,480 |
| FERGUSON PLC | $19,176 | $22,203 |
| FLUTTER ENTMT PLC ADR | $26,107 | $27,706 |
| GLAXO WELLCOME PLC SPON ADR | $18,986 | $18,864 |
| GRUPO FINANCIERO BANORTE SPON ADR | $43,821 | $52,520 |
| HUBBELL INC | $29,841 | $31,906 |
| INTUIT | $30,840 | $35,627 |
| KB FINL GROUP INC SPON ADR | $32,219 | $31,483 |
| LAMAR ADVERTISING CO NEW CL A | $10,038 | $13,179 |
| LENOVO GROUP LTD SPON ADR | $25,335 | $32,138 |
| LUKOIL PJSC SPON ADR | $2,924 | $0 |
| MDC HOLDINGS INC DEL | $33,837 | $46,300 |
| MERCK & CO INC COM | $26,105 | $27,473 |
| METSO OYJ ADR | $17,405 | $16,922 |
| MICROSOFT CORP | $41,372 | $47,381 |
| OPEN TEXT CORP CAD | $22,801 | $26,977 |
| PUBLICIS GROUPE S.A. NEW SPON ADR | $42,389 | $50,889 |
| RELIANCE STEEL & ALUMINUM CO | $24,820 | $27,129 |
| REXEL SA UNSPONSORED ADR | $17,509 | $21,665 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR | $17,977 | $20,696 |
| UNITEDHEALTH GROUP INC | $29,900 | $30,009 |
| WATSCO INC | $12,434 | $13,283 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INSURED SWEEP PROGRAM-CASH | FMV | $12,418 | $12,418 |
| JCF III PRIVATE INVESTORS LLC (FLOWERS) (JP MORGAN) | FMV | $98,142 | $61,035 |
| WHITEHALL STREET INTERNATIONAL REAL ESTATE CORPORATION 2005 (EXITED 9/2020) | FMV | $778,441 | $2,975 |
| DISTRESSED MANAGERS IV OFFSHORE HOLDINGS LP | FMV | $0 | $56,429 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 2020 SUBARU OUTBACK | CategoryOrItemTxt |
| Cost Or Other Basis | $37,109 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $21,646 | AccumulatedDepreciationAmt |
| Book Value | $15,463 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $421 | $421 | $0 |
| INSURANCE | $629 | $629 | $0 |
| OVERHEAD | $87,060 | $43,530 | $43,530 |
| DUES & SUBSCRIPTIONS | $560 | $560 | $0 |
| MEALS & ENTERTAINMENT | $295 | $295 | $0 |
| NON-DEDUCTIBLE EXPENSES | $736 | $0 | $0 |
| OTHER EXPENSES | $1,134 | $1,134 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $22,926 | $22,926 | $22,926 |
| OTHER REVENUE | $9,936 | $9,936 | $9,936 |
| LIMITED PARTNERSHIP INCOME | -$2,661 | -$2,629 | -$2,661 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES | CategoryTxt |
| Amt | $10,674 | Amt |
| Net Investment Income | $10,674 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,824 | $3,824 | $0 |
| EXCISE TAX | $64,494 | $0 | $0 |
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