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CASCIA HALL FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CASCIA HALL FOUNDATION (EIN 73-1567543)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-09
IRS object ID
202501359349305370
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-09T16:10:00-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731567543EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Cascia Hall FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCASCBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12520 S Yorktown AveAddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP C COOKPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9187462600PhoneNum
Signature2025-05-15SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFr Philip Cook OSAPrincipalOfficerNm
Gross Receipts$8,112,296GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionTo encourage gifts, bequests and other forms of contributions, invest funds and manage distributions to further the activities to and for the exclusive benefit of Cascia Hall School Corporation.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$115,022PYContributionsGrantsAmt
CY Contributions Grants$115,744CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$17,091PYInvestmentIncomeAmt
CY Investment Income$4,197,511CYInvestmentIncomeAmt
PY Other Revenue$15,820PYOtherRevenueAmt
CY Other Revenue$12,003CYOtherRevenueAmt
PY Total Revenue$147,933PYTotalRevenueAmt
CY Total Revenue$4,325,258CYTotalRevenueAmt
PY Grants And Similar Paid$434,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$434,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$62,639PYOtherExpensesAmt
CY Other Expenses$81,607CYOtherExpensesAmt
PY Total Expenses$496,639PYTotalExpensesAmt
CY Total Expenses$515,607CYTotalExpensesAmt
PY Revenues Less Expenses-$348,706PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,809,651CYRevenuesLessExpensesAmt
Total Assets BOY$11,132,243TotalAssetsBOYAmt
Total Assets EOY$12,131,111TotalAssetsEOYAmt
Total Liabilities BOY$376,829TotalLiabilitiesBOYAmt
Total Liabilities EOY$427,949TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,755,414NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,703,162NetAssetsOrFundBalancesEOYAmt
MissionTo encourage gifts, bequests and other forms of contributions, invest funds and manage distributions to further the activities to and for the exclusive benefit of Cascia Hall School Corporation.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$515,607ExpenseAmt
Grant$434,000GrantAmt
DescInvestments are maintained and amounts distributed annually in accordance with the spending policies of the organization to further the activities of Cascia Hall Preparatory School in Tulsa, Oklahoma.Desc
Total Program Service Expenses$515,607TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonShawn LoaderPersonNm
Phone9187462600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12520 S Yorktown AveAddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Shawn Loader
Assistant Treasurer1.0039.00Yes (X)$0$118,023$14,625
Fr Richard Young
Trustee0.500.00$0$0$0Yes (X)
William Sullivan
Trustee0.500.00$0$0$0Yes (X)
Andrew Warren
Trustee0.500.00$0$0$0Yes (X)
John Hastings
Trustee0.5039.50$0$0$0Yes (X)
Very Rev Anthony Pizzo
Trustee0.500.50$0$0$0Yes (X)
Br Jack Hibbard
Trustee0.500.50$0$0$0Yes (X)
Lauren Eslicker Bingham
Trustee0.500.00$0$0$0Yes (X)
Fr Philip Cook
Ex Director Treasurer Secr0.5044.50Yes (X)$0$0$0Yes (X)
Mark Lauinger
Vice-President0.500.00Yes (X)$0$0$0Yes (X)
Mark Butterworth
President0.500.50Yes (X)$0$0$0Yes (X)
Patricia Wilson
Assistant Secretary Thru 120.5039.50Yes (X)$0$0$0
Kristin Bryant
Assistant Secretary From 120.5039.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$118,023TotReportableCompRltdOrgAmt
Total Other Compensation$14,625TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$115,744AllOtherContributionsAmt
Total Contributions$115,744TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$298,530TotalRevenueColumnAmt
Related Or Exempt Func Income$298,530RelatedOrExemptFuncIncomeAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,003TotalRevenueColumnAmt
Related Or Exempt Func Income$12,003RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,686,019SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,787,038SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,898,981SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,898,981TotalRevenueColumnAmt
Related Or Exempt Func Income$3,898,981RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,325,258TotalRevenueColumnAmt
Related Or Exempt Func Income$4,209,514RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$434,000TotalAmt
Program Services$434,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$15,632TotalAmt
Program Services$15,632ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$65,975TotalAmt
Program Services$65,975ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$515,607TotalAmt
Program Services$515,607ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$20,154BOYAmt
EOY$10,937EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$115,000BOYAmt
EOY$25,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,902,174BOYAmt
EOY$12,023,156EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$94,915BOYAmt
EOY$72,018EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$11,132,243BOYAmt
EOY$12,131,111EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$89,432BOYAmt
EOY$89,432EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$287,397BOYAmt
EOY$338,517EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$376,829BOYAmt
EOY$427,949EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,755,414BOYAmt
EOY$11,703,162EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,755,414BOYAmt
EOY$11,703,162EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,132,243BOYAmt
EOY$12,131,111EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,809,651ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$2,861,903NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Cascia Hall School CorporationBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN731328398EIN
Organization Type2OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$434,000SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$434,000SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePower to regularly appoint Part IV Sect B line 1FormAndLineReferenceDesc
ExplanationAccording to the bylaws, the board of directors of the Cascia Hall Foundation consists ofat least five and no more than fifteen members. A majority of directors must be sharedwith either the board of trustees of Cascia Hall School Corp (supported org) or from theboard of directors of Cascia Hall School. Additional directors are elected by the sittingdirectors and serve up to two consecutive three year terms.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,995,048BeginningYearBalanceAmt
Contributions$115,744ContributionsAmt
Investment Earnings Or Losses$515,607InvestmentEarningsOrLossesAmt
Grants Or Scholarships$434,000GrantsOrScholarshipsAmt
Administrative Expenses$81,607AdministrativeExpensesAmt
End Year Balance$8,110,792EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,800,026BeginningYearBalanceAmt
Contributions$195,022ContributionsAmt
Investment Earnings Or Losses$496,591InvestmentEarningsOrLossesAmt
Grants Or Scholarships$434,000GrantsOrScholarshipsAmt
Administrative Expenses$62,591AdministrativeExpensesAmt
End Year Balance$7,995,048EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,330,137BeginningYearBalanceAmt
Contributions$401,449ContributionsAmt
Investment Earnings Or Losses$553,128InvestmentEarningsOrLossesAmt
Grants Or Scholarships$434,498GrantsOrScholarshipsAmt
Administrative Expenses$50,190AdministrativeExpensesAmt
End Year Balance$7,800,026EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,283,463BeginningYearBalanceAmt
Contributions$175,865ContributionsAmt
Investment Earnings Or Losses$251,024InvestmentEarningsOrLossesAmt
Grants Or Scholarships$326,000GrantsOrScholarshipsAmt
Administrative Expenses$54,215AdministrativeExpensesAmt
End Year Balance$7,330,137EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,688,780BeginningYearBalanceAmt
Contributions$226,947ContributionsAmt
Investment Earnings Or Losses-$236,142InvestmentEarningsOrLossesAmt
Grants Or Scholarships$346,645GrantsOrScholarshipsAmt
Administrative Expenses$49,477AdministrativeExpensesAmt
End Year Balance$7,283,463EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRoyalty InterestDesc
Book Value$72,018BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$72,018TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescAMOUNT DUE TO ALUMNI ASSOCIATIONDesc
Amt$338,517Amt
FieldValueIRS element (for citing)
Total Liability$338,517TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceEndowment funds intended uses (Part V, line 4)FormAndLineReferenceDesc
ExplanationTHE INTENDED PURPOSE OF THE ENDOWMENT FUNDS IS TO FURTHER THE ACTIVITIES OF CASCIA HALL SCHOOL CORPORATION.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CASCIA HALL SCHOOL CORPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12520 S YORKTOWNAddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd
FieldValueIRS element (for citing)
Recipient EIN731328398RecipientEIN
IRC Section501C3IRCSectionDesc
Cash Grant$434,000CashGrantAmt
Valuation Method UsedCASHValuationMethodUsedDesc
Purpose Of GrantFUND SCHOOL OPS TO HELP OFFSET EXPSPurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceMonitoring procedures (Part I, line 2)FormAndLineReferenceDesc
ExplanationCASCIA HALL FOUNDATION ONLY ISSUES GRANTS TO THE CASCIA HALL SCHOOL CORP. GRANTS AWARDED HELP FUND SCHOOL OPERATIONS,FINANCIAL AID AND SPECIFIC PROJECTS IDENTIFIED PRIOR TO APPROVING GRANTS. THE SCHOOL CORP REPORTS BACK TO THE FOUNDATION BOARD ON THE USE OF FUNDS DIRECTLY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990 governing body review Part VI line 11The Form 990 is prepared internally by the business office, reviewed by the Executive Director, Secretary and Treasurer and circulated electronically to the board of the foundation prior to filing.
Conflict of interest policy compliance Part VI line 12cAll individuals shall be required to file with the organization a disclosure statement prior to such individual commencing his or her service as an officer, director, or administrative staff and thereafter shall file with the organization an updated disclosure statement as may be required from time to time. In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with governing board-delegated powers considering the proposed transaction or arrangement. Appropriate disciplinary and corrective action may be taken where breaches of this policy are determined to have occurred.
CEO executive director top management comp Part VI line 15aAny management compensation and related determinations are paid by and are made by Cascia Hall School Corporation, a related tax-exempt organization.
Other officer or key employee compensation Part VI line 15bAny officer or key employee compensation and related determinations are paid by and are made by Cascia Hall School Corporation, a related tax-exempt organization.
Governing documents etc available to public Part VI line 19The organizations governing documents, conflict of interest policy and financial statements are available to the public upon request at the location given in Section C.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CASCIA HALL SCHOOL CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12520 S YORKTOWN AVEAddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd
FieldValueIRS element (for citing)
EIN731328398EIN
Primary ActivitiesSCHOOLPrimaryActivitiesTxt
Legal Domicile StateOKLegalDomicileStateCd
Exempt Code Section501c3ExemptCodeSectionTxt
Public Charity Status2PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled OrganizationfalseControlledOrganizationInd

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