ZINK FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ZINK FAMILY FOUNDATION (EIN 23-7246964)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-02-22
- IRS object ID
- 202310539349100706
- Schema version
- 2021v4.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-22T09:15:04-08:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474609457 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halley McDaniel & Cuite PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 E 21st Street Suite 102 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237246964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN STEELE ZINK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 9182937566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22151 E 91ST ST | AddressLine1Txt |
| City | BROKEN ARROW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARTON ZINK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2023-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DARTON | PersonFirstNm |
| Person Last | ZINK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JANE HALLEY CPA | PreparerPersonNm |
| PTIN | P00094907 | PTIN |
| Phone | 9184880809 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,305,286 | 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 | $1,085,776 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,085,776 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,163,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,147,039 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,163,640 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,541 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,250,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,249,416 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,643 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,321 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,321 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $226,002 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $133,973 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $92,029 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $320 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $320 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $46,868 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46,868 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $36,596 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,596 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $316,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $221,778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,691,378 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,691,378 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,008,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $221,778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,786,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,242,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,027,638 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $11,754 | CashEOYAmt |
| Cash EOYFMV | $11,754 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $275,485 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,924,028 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,924,028 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $40,348,570 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,280,583 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,369,504 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $40,624,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,216,365 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,305,286 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $40,624,056 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $38,216,365 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,624,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,216,365 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,624,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,216,365 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,624,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,242,650 | ExcessRevenueOverExpensesAmt |
| Subtotal | $41,866,706 | SubtotalAmt |
| Other Decreases | $3,650,341 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,216,365 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM CAPITAL GAIN | P | 2019-01-01 | 2022-10-31 | $693,519 | $874,818 | -$181,299 | -$181,299 |
| SHORT TERM CAPITAL GAINS AND LOSSES | P | 2022-01-01 | 2022-10-31 | $11,744,670 | $9,108,581 | $2,636,089 | $2,636,089 |
| LT cap gain Dist | P | $693,310 | $693,310 | $693,310 | |||
| Cap Gain Distrib - Sec 1250 | P | $450 | $450 | $450 | |||
| Spur STCG | P | 2021-11-01 | 2022-02-27 | $1,975 | $1,975 | $1,975 | |
| Spur LTCG | P | 2020-11-01 | 2022-02-27 | $13,115 | $13,115 | $13,115 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,163,640 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,984 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $55,984 | SubtotalAmt |
| Tax Based On Investment Income | $55,984 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35,120 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $823 | EsPenaltyAmt |
| Tax Due | $21,687 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9182937566 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22151 E 91ST ST | AddressLine1Txt |
| City | BROKEN ARROW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DARTON ZINK | ||||||
| PO BOX 52508 | TULSA | OK | 74152 | TRUSTEE | 0.00 | $0 |
| JAMIE ZINK | ||||||
| PO BOX 52508 | TULSA | OK | 74152 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF OKLAHOMA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1620 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741011620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INV. & CUST. FEES | ServiceTypeTxt |
| Compensation | $160,717 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,667,421 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,559,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,226,487 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $58,226,487 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $873,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,353,090 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,867,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,867,655 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,984 | TotalTaxAmt |
| Distributable Before Adj | $2,811,671 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,811,671 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,811,671 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,786,528 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,786,528 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,811,671 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,561,432 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,786,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,561,432 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $225,096 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,586,575 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TAMERA SHEAFFER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22151 EAST 91ST STREET | AddressLine1Txt |
| City | BROKEN ARROW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9182860244 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS MAY BE VERBAL OR WRITTEN AND SHOULD INCLUDE THE PURPOSE OF THE REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | WRITTEN - ANY TIME. VERBAL - PRESENTED TO BRD OF TRUSTEES | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY ORGANIZATIONS ENTITLED TO EXEMPTION UNDER IRS SEC. 501(C)(3) AND THOSE QUALIFYING AS PUBLIC CHARITIES UNDER OKLAHOMA LAW. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YWCA OF TULSA | |||||||
| 1910 S LEWIS | TULSA | OK | 74104 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| RIVER PARKS FOUNDATION | |||||||
| 2424 E 21 St SUITE 300 | TULSA | OK | 74114 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $60,000 |
| MENTAL HEALTH ASSOC OF OKLAHOMA | |||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 74135 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $15,000 |
| CHILD ABUSE NETWORK INC | |||||||
| 2829 S SHERIDAN | TULSA | OK | 74129 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $10,000 |
| GIRL SCOUTS OF EASTERN OKLAHOMA | |||||||
| 2432 E 51ST STREET | TULSA | OK | 74105 | NONE | PC | RESTRICTED:CAMP TALLCHIEF $100,000 UNRESTRICTED: GENERAL OPERATIONS $85,000 | $185,000 |
| SALVATION ARMY | |||||||
| PO BOX 397 | TULSA | OK | 74101 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $10,000 |
| JUNIOR ACHIEVEMENT OF OKLAHOMA INC | |||||||
| 3947 S 103RD E AVE | TULSA | OK | 74146 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $25,000 |
| GEORGE MIKSCH SUTTON AVIAN RESEARCH | |||||||
| PO BOX 2007 | BARTLESVILLE | OK | 74005 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,878 |
| TULSA ZOO MANAGEMENT INC | |||||||
| 6421 E 36TH ST NORTH | TULSA | OK | 74115 | NONE | PC | RESTRICTED: ELEPHANT EXHIBT $300,000 UNRESTRICTED: GENERAL OPERATIONS $15,000 | $315,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATIO | |||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | NONE | PC | RESTRICTED: ZINK FUND,OSU POSSE, COLLEGE OF ENGINEERING, SAE BAJA TEAM, SAE FORMULA RACING TEAM, ZINK CENTER FOR COMPETITIVE INNOVATION & LEADERSHIP, COLLEGE OF BUSINESS, PRESIDENT'S FELLOW $895,000UNRESTRICTED: GENERAL OPERATIONS $10,000 | $895,000 |
| ABILITY RESOURCES | |||||||
| 823 S DETROIT AVE STE 110 | TULSA | OK | 74120 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $30,000 |
| CAMP SEA GULL | |||||||
| 801 CORPORATE CENTER DR | RALEIGH | NC | 27607 | NONE | PC | RESTRICTED: CAMP SEA GULL & CAMP SEAFARER GENERAL OPERATIONS | $5,000 |
| CASA | |||||||
| 700 S BOSTON SUITE 230 | TULSA | OK | 74119 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS/ PROGRAM SUPPORT | $5,000 |
| CHOREGUS PRODUCTIONS | |||||||
| 6440 S LEWIS AVE STE 2200 | TULSA | OK | 74136 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| MIZEL JEWISH COMMUNITY DAY SCHOOL | |||||||
| 2021 E 71ST ST | TULSA | OK | 74136 | NONE | PC | UNRESTRICTED:GENERAL OPERATIONS | $5,000 |
| INDIAN NATIONS COUNCIL INC BSA | |||||||
| 4295 S GARNETT ROAD | TULSA | OK | 74146 | NONE | PC | RESTRICTED: Z-BASE CAMPAIGN, TROOP 153, : $206,000UNRESTRICTED: GENERAL OPERATING $ 100,000 | $306,000 |
| IRON GATE | |||||||
| 501 W ARCHER ST | TULSA | OK | 74103 | NONE | PC | UNRESTRICTED: GENERAL OPERATING | $5,000 |
| MID-AMERICA ARTS ALLIANCE | |||||||
| 2018 BALTIMORE AVE | KANSAS CITY | MO | 64108 | NONE | PC | RESTRICTED: PROGRAMS & SERVICES IN OKLAHOMA | $5,000 |
| OKLAHOMA FIRST ROBOTICS | |||||||
| 1018 W BROOKE AVE | STILLWATER | OK | 74075 | NONE | PC | RESTRICTED: SPONSORSHIP FOR FIRST ROBOTICS cOMPETITION | $10,000 |
| THE PHILBROOK MUSEUM OF ART INC | |||||||
| 2727 S ROCKFORD RD | TULSA | OK | 74114 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $50,000 |
| PLANNED PARENTHOOD | |||||||
| 4401 W 109TH ST STE 200 | OVERLAND PARK | KS | 66211 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $40,000 |
| TULSA AREA UNITED WAY | |||||||
| 1430 SOUTH BOULDER | TULSA | OK | 74119 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $30,000 |
| TULSA BALLET | |||||||
| 1212 E 45TH PLACE | TULSA | OK | 74105 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $40,000 |
| TULSA CARES | |||||||
| 3712 E 11TH ST | TULSA | OK | 74112 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $15,000 |
| TULSA DAY CENTER FOR THE HOMELESS I | |||||||
| 415 W ARCHER | TULSA | OK | 74103 | NONE | PC | RESTRICTED: CASE MANAGEMENT AND EVICTION PREVENTION PROGRAM | $25,000 |
| TULSA OPERA | |||||||
| 1610 SOUTH BOULDER | TULSA | OK | 74119 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $30,000 |
| TULSA SYMPHONY ORCHESTRA INC | |||||||
| 117 N BOSTON STE 201 | TULSA | OK | 74103 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $43,500 |
| UNIVERSITY OF TULSA | |||||||
| 600 S COLLEGE | TULSA | OK | 74104 | NONE | PC | RESTRICTD: KWGS - THE VOICE OF TULSA,NIMROD CONFERENCE, TURC, PRESIDENTIAL SCHOLARSHIP, LAW SCHOOL | $83,500 |
| YOUTH SERVICES OF TULSA INC | |||||||
| 311 S MADISON AVE | TULSA | OK | 74120 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $30,000 |
| RESONANCE CENTER FOR WOMEN | |||||||
| 1608 S ELWOOD AVE | TULSA | OK | 74119 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $20,000 |
| LEGAL AID SERVICES OF OKLAHOMA INC | |||||||
| 907 S DETROIT AVE STE 725 | TULSA | OK | 74120 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $10,000 |
| ROCK VOLUNTEER FIRE DEPT | |||||||
| 12311 ROCK SCHOOL ROAD | SKIATOOK | OK | 74070 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| THE NATURE CONSERVANCY | |||||||
| 10425 SOUTH 82ND EAST AVE-STE 104 | TULSA | OK | 74133 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| LITESPEED FLIGHT DEMONSTRATION TEAM | |||||||
| 7501 E APACHE ST - HANGAR 18 | TULSA | OK | 74115 | None | PC | UNRESTRICTED: PROGRAM SUPPORT | $10,000 |
| GAINING GROUND | |||||||
| 9801 S HUDSON | JENKS | OK | 74037 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $25,000 |
| Food Bank of Eastern Oklahoma | |||||||
| 1304 N Kenosha Avenue | Tulsa | OK | 74106 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $15,000 |
| Indianapolis Motor Speedway Museum | |||||||
| 4750 W 16th St | Indianapolis | IN | 46222 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $7,500 |
| Meals on Wheels of Metro Tulsa | |||||||
| 5151 E 51st St | Tulsa | OK | 74135 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| Tulsa Gathering Place | |||||||
| 2650 S John Williams Way | Tulsa | OK | 74114 | None | PC | Restricted: 9th and 10th installments | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,691,378 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,085,776 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,163,640 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NON-DIVIDEND DISTRIBUTION | 14 | $1,511 |
| Spur Other Income | 14 | $30 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,250,957 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,250,957 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $2,643 | LegalFeesAmt |
| Net Investment Income | $1,321 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,321 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $3,650,341 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SPUR OTHER DEDUCTS | $23,659 | $23,659 |
| SPUR Other Portfolio Deductions | $952 | $952 |
| Website Project | $11,985 | $11,985 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| NON-DIVIDEND DISTRIBUTION | $1,511 |
| Spur Other Income | $30 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOK MANAGEMENT FEES | $160,717 | $96,430 | $0 | $64,287 |
| MS Management Fee | $2,000 | $2,000 | $0 | $0 |
| PRIMARY FOCUS, LLC | $55,484 | $27,742 | $0 | $27,742 |
| SMA MANAGER FEES | $7,801 | $7,801 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL & STATE INCOME TAXES | $46,852 | $46,852 |
| FOREIGN TAX | $16 | $16 |
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