CUESTA FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CUESTA FOUNDATION INC (EIN 73-6091550)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-02
- IRS object ID
- 202343069349101039
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-02T16:38:00-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461765638 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBISON GARY JOHNSON & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14220 BARBOUR AVE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736091550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CUESTA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUES | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1024 E BRITTON RD STE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG OLIPHANT | PersonNm |
| Person Title | CHAIRMAN/PRESIDENT | PersonTitleTxt |
| Phone | 4057555571 | PhoneNum |
| Signature | 2023-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREG | PersonFirstNm |
| Person Last | OLIPHANT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLAYTON D COLLUM | PreparerPersonNm |
| PTIN | P00656506 | PTIN |
| Phone | 4055073905 | PhoneNum |
| Preparation | 2023-11-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,374,111 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $114,433 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $114,433 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $148,959 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,700,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $148,959 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $263,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $263,403 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,888 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,888 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $126,898 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,645 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,253 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,851 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,351 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,002 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $3,002 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,639 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,143 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $333,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $215,893 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,407 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $160,725 | CashBOYAmt |
| Cash EOY | $117,148 | CashEOYAmt |
| Cash EOYFMV | $117,148 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,538,803 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,611,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,611,581 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,650,290 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,645,276 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,645,276 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $106 | OtherAssetsBOYAmt |
| Other Assets EOY | $106 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $106 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,349,924 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,374,111 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,374,111 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,349,924 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,374,111 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,349,924 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,374,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,349,924 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,374,111 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,349,924 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,986 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$905,827 | OtherIncreasesAmt |
| Subtotal | $3,374,111 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,374,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,686,754 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,551,455 | CostOrOtherBasisAmt |
| Gain Or Loss | $135,299 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $135,299 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $148,959 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $135,299 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,146 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,146 | SubtotalAmt |
| Tax Based On Investment Income | $2,146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,884 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,884 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $3,735 | OverpaymentAmt |
| Applied To ES Tax | $3,735 | 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 | WWW.FMIOKC.COM/CLIENTS/CUESTA | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION MANAGEMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4057555571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1024 E BRITTON RD STE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73131 | 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 |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| GREG OLIPHANT | ||||||||
| 1024 E BRITTON ROAD SUITE 200 | OKLAHOMA CITY | OK | 73131 | CHAIRMAN/PRE | 000.00 | $0 | $0 | $0 |
| THOMAS OLIPHANT | ||||||||
| 1024 E BRITTON ROAD SUITE 200 | OKLAHOMA CITY | OK | 73131 | VICE PRES/TR | 000.00 | $0 | $0 | $0 |
| ERIC OLIPHANT | ||||||||
| 1024 E BRITTON ROAD SUITE 200 | OKLAHOMA CITY | OK | 73131 | LIFETIME DIR | 000.00 | $0 | $0 | $0 |
| JAMIE OLIPHANT | ||||||||
| 1024 E BRITTON ROAD SUITE 200 | OKLAHOMA CITY | OK | 73131 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KARI BLAKLEY | ||||||||
| 1024 E BRITTON ROAD SUITE 200 | OKLAHOMA CITY | OK | 73131 | SECRETARY | 000.00 | $0 | $0 | $0 |
| SHERRIE SCHROEDER | ||||||||
| 1024 E BRITTON ROAD SUITE 200 | OKLAHOMA CITY | OK | 73131 | ASSISTANT TR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,722,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $106 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,862,017 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,862,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,930 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,804,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $190,204 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $190,204 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,146 | TotalTaxAmt |
| Distributable Before Adj | $188,058 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $188,058 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $188,058 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $215,893 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $215,893 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $150,126 | UndistributedIncomePYAmt |
| Qualifying Distributions | $215,893 | QualifyingDistributionsAmt |
| Applied To Year1 | $150,126 | AppliedToYear1Amt |
| Applied To Current Year | $65,767 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $122,291 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CUESTA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FOUNDATION MANAGEMENT INC | AddressLine1Txt |
| Address Line2 | 1024 E BRITTON ROAD SUITE 200 | AddressLine2Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4057555571 | RecipientPhoneNum |
| Recipient Email Address | FMIOKC.COM/CLIENTS/CUESTA | RecipientEmailAddressTxt |
| Form And Info And Materials | CUESTA FOUNDATION GRANT APPLICATION IS AVAILABLE ONLINE AT HTTPS://FMIOKC.COM/CLIENTS/CUESTA/ APPLICATION DEADLINES ARE ALSO POSTED ON THE WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATION DEADLINES ARE POSTED ON THE WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF OKLAHOM | |||||||
| 1306 S DENVER AVE | TULSA | OK | 74119 | NONE | 501(C)(3) | TECHNOLOGY FOR ONE-TO-ONE MENTORING | $2,500 |
| BISHOP KELLEY HIGH SCHOOL | |||||||
| 3905 S HUDSON AVE | TULSA | OK | 74135 | NONE | 501(C)(3) | BOYS' TENNIS PROGRAM SUPPORT | $1,000 |
| CAR CARE CLINIC INC | |||||||
| 2008 EAST PINE STREEET | TULSA | OK | 74110 | NONE | 501(C)(3) | AUTO REPAIR & AFFORDABLE TRANSPORT | $2,500 |
| CATHOLIC CHARITIES OF DIOCESE TULSA | |||||||
| P O BOX 580460 | TULSA | OK | 74158 | NONE | 501(C)(3) | LOVE CHANGING LIVES THROUGH EDUCATIO | $2,500 |
| CHILD ABUSE NETWORK | |||||||
| 2829 S SHERIDAN RD | TULSA | OK | 74129 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 |
| CHILD ABUSE NETWORK | |||||||
| 2829 S SHERIDAN RD | TULSA | OK | 74129 | NONE | 501(C)(3) | GUMMY BEAR PATRON/PROGRAM SUPPORT | $5,000 |
| CITY YEAR TULSA | |||||||
| 15 E 5TH STREET | TULSA | OK | 74103 | NONE | 501(C)(3) | WHOLE SCHOOL WHOLE CHILD | $3,000 |
| COMMUNITY ACTION PROJECT OF TULSA C | |||||||
| 5330 E 31ST ST STE 300 | TULSA | OK | 74135 | NONE | 501(C)(3) | CAP CONNECT ALUMNI SERVICES | $2,500 |
| CROSSTOWN LEARNING CENTER | |||||||
| 2501 E ARCHER ST | TULSA | OK | 74110 | NONE | 501(C)(3) | GENERAL OPERATIONS | $5,000 |
| DOMESTIC VIOLENCE INTERVENTION SVCS | |||||||
| 3124 E APACHE STREET | TULSA | OK | 741102320 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 |
| FOUNDATION FOR TULSA SCHOOLS | |||||||
| 3027 S NEW HAVEN STE 116 | TULSA | OK | 74114 | NONE | 501(C)(3) | GRANTS FOR GREAT IDEAS | $2,000 |
| GILCREASE MUSEUM MANAGEMENT TRUST | |||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | NONE | 501(C)(3) | TRAILS AT GILCREASE - SUPPORT AMENIT | $2,500 |
| GREEN COUNTRY HABITAT FOR HUMANITY | |||||||
| 6235 E 13TH ST | TULSA | OK | 74112 | NONE | 501(C)(3) | NORTH TULSA INITIATIVE | $2,500 |
| GREENWOOD RISING INC | |||||||
| 23 N GREENWOOD AVE | TULSA | OK | 74120 | NONE | 501(C)(3) | OK BUS BATTALION PROGRAM (FIELD TRIP | $2,500 |
| IRON GATE | |||||||
| 501 W ARCHER | TULSA | OK | 74103 | NONE | 501(C)(3) | IRON GATE'S GROCERY PANTRY | $4,000 |
| MEALS ON WHEELS OF METRO TULSA | |||||||
| 12620 E 31ST ST | TULSA | OK | 74146 | NONE | 501(C)(3) | HOME MEAL DELIVERY PROGRAM | $4,000 |
| MENTAL HEALTH ASSOCIATION IN TULSA | |||||||
| 5330 EAST 31ST ST STE 300 | TULSA | OK | 74135 | NONE | 501(C)(3) | IMPROVING HOUSING AVAILABILITY | $3,000 |
| OK WILDLIFE CONSERVATION FOUNDATION | |||||||
| PO BOX 53488 | OKLAHOMA CITY | OK | 73105 | NONE | 501(C)(3) | TULSA CLOSE TO HOME FISHING PROJECT | $2,000 |
| RESONANCE CENTER FOR WOMEN | |||||||
| 1608 S ELWOOD AVE | TULSA | OK | 74119 | NONE | 501(C)(3) | REBUILDING LIVES AND FAMILIES | $2,500 |
| SAN MIGUEL SCHOOL OF TULSA | |||||||
| 2444 E ADMIRAL BLVD | TULSA | OK | 74110 | NONE | 501(C)(3) | LEARNING, LITERACY & THE ARTS | $2,500 |
| SKY HIGH FOR KIDS | |||||||
| 9800 RICHMOND AVE STE 335 | HOUSTON | TX | 77042 | NONE | 501(C)(3) | LADIES WHO BRUNCH - TULSA | $1,250 |
| THE PARENT CHILD CENTER OF TULSA | |||||||
| 1421 S BOSTON AVE | TULSA | OK | 74119 | NONE | 501(C)(3) | OPERATING FUNDS | $2,500 |
| TOWN & COUNTRY SCHOOL | |||||||
| 8906 E 34TH STREET | TULSA | OK | 74145 | NONE | 501(C)(3) | OPERATIONAL SUPPORT | $2,500 |
| TRANSITIONAL LIVING CENTERS OF OK | |||||||
| 1607 N HARTFORD AVE | TULSA | OK | 74106 | NONE | 501(C)(3) | LINDSEY HOUSE | $5,000 |
| TULSA BOTANIC GARDEN | |||||||
| 3900 TULSA BOTANIC DRIVE | TULSA | OK | 74127 | NONE | 501(C)(3) | HORTICULTURE EQUIPMENT | $4,000 |
| TULSA BOYS' HOME | |||||||
| PO BOX 1101 | TULSA | OK | 74011 | NONE | 501(C)(3) | EDUCATION PROGRAM | $5,000 |
| TULSA CHILDREN'S MUSEUM | |||||||
| 3123 S RIVERSIDE DRIVE | TULSA | OK | 74105 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,500 |
| TULSA CHILDREN'S MUSEUM | |||||||
| 3123 S RIVERSIDE DRIVE | TULSA | OK | 74105 | NONE | 501(C)(3) | CAPITAL PLEDGE PAYMENT | $62,500 |
| TULSA DAY CENTER FOR THE HOMELESS | |||||||
| 415 WEST ARCHER | TULSA | OK | 74103 | NONE | 501(C)(3) | DAY CENTER: BEDS FOR HOUSED CLIENTS | $3,000 |
| TULSA REGIONAL STEM ALLIANCE INC | |||||||
| 5103 S SHERIDAN RD MB 370 | TULSA | OK | 74145 | NONE | 501(C)(3) | PROGRAM SUPPORT | $6,000 |
| UNIVERSITY OF TULSA | |||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 74112 | NONE | 501(C)(3) | BIOLOGICAL SCIENCES IMPROVEMENT FUND | $12,500 |
| UNIVERSITY OF TULSA - OLIPHANT ENDO | |||||||
| 800 SOUTH TUCKER DRIVE | TULSA | OK | 74112 | NONE | 501(C)(3) | OLIPHANT HALL ENDOWMENT | $10,000 |
| USA BMX FOUNDATION INC | |||||||
| 1645 W SUNRISE BLVD | GILBERT | AZ | 85233 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 |
| WALIDS FUND | |||||||
| 2777 S ARIZONA AVE 1006 | CHANDLER | AZ | 85286 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 |
| YOUTH AT HEART | |||||||
| P O BOX 35798 | TULSA | OK | 741530798 | NONE | 501(C)(3) | AFTERSCHOOL AND SUMMER ENRICHMENT PR | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $114,433 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,660 | ExclusionAmt |
| Related Or Exempt Function Incm | $135,299 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $128,104 | ExclusionAmt |
| Related Or Exempt Function Incm | $135,299 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $263,403 | 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 FEES | CategoryTxt |
| Amt | $1,888 | Amt |
| Disbursements Charitable Prps | $1,888 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $1,611,581 | EOYBookValueAmt |
| EOYFMV | $1,611,581 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME | FMV | $1,010,176 | $1,010,176 |
| ALTERNATIVES | FMV | $635,100 | $635,100 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATIONAL EXPENSE | Desc |
| BOY Book Value | $106 | BOYBookValueAmt |
| EOY Book Value | $106 | EOYBookValueAmt |
| EOYFMV | $106 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $1,155 | $1,155 |
| MEMBERSHIPS | $350 | $350 |
| TRAVEL REIMBURSEMENT | $1,497 | $1,497 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | -$905,827 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY - ADVISORY FEE | $42,518 | $42,518 | |
| MANAGEMENT FEES | $20,253 | $20,253 | |
| PROFESSIONAL FEES | $64,127 | $64,127 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MORGAN STANLEY - FOREIGN TAX PAI | $2,351 | $2,351 |
| FEDERAL INCOME TAX PAID | $8,500 |
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