STONE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STONE FAMILY FOUNDATION (EIN 43-1773536)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-06
- IRS object ID
- 202211269349101486
- Schema version
- 2021v4.2
- 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 Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-06T14:48:53-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431773536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STONE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STON | BusinessNameControlTxt |
| Phone | 9185851178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 SOUTH BOSTON AVENUE 1900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL C STONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9185851178 | PhoneNum |
| Signature | 2022-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAMUEL | PersonFirstNm |
| Person Last | STONE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRET LITTLE | PreparerPersonNm |
| PTIN | P00168988 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2022-05-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,384,723 | 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 | $67,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,443 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,784 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $294,454 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $61,081 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,443 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,450 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,536 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,536 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $354 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,790 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,986 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $386,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $429,290 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,986 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $389,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$368,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,457 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $73,232 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,533 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,533 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,760 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,824 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,824 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $7,365,135 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,059,535 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,881,866 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $219,470 | CorporateStockBOYAmt |
| Corporate Stock EOY | $228,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $497,500 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,661,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,293,388 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,384,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,661,597 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,293,388 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,661,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,293,388 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,661,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,293,388 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,661,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$368,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,293,388 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,293,388 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $289,607 | $301,238 | -$11,631 | -$11,631 | |
| CAPITAL GAINS DIVIDENDS | $4,847 | $4,847 | $4,847 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,784 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,178 | 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 | $2,178 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,824 | OverpaymentAmt |
| Applied To ES Tax | $1,824 | 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 | KS | 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 | SAMUEL C STONE | IndividualWithBooksNm |
| Phone | 9185831178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S BOSTON AVE STE 1900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 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 |
|---|---|---|---|---|---|---|---|---|
| SAMUEL C STONE | ||||||||
| 2204 S ST LOUIS | TULSA | OK | 74114 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| SARA STONE LAUGHREN | ||||||||
| 620 W 42ND ST APT 58D | NEW YORK | NY | 10036 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN STONE HUNTER | ||||||||
| 320 S BOSTON 19TH FLOOR | TULSA | OK | 74103 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,691,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,568 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,775,567 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,775,567 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $116,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,658,933 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $382,947 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $382,947 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $354 | TotalTaxAmt |
| Distributable Before Adj | $382,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $382,593 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $382,593 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $389,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $389,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $382,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $5,425 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $5,425 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $389,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $382,593 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,357 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,782 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,782 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,425 | ExcessFromYear3Amt |
| Excess From Current Year | $7,357 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAMUEL C STONE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S BOSTON AVE STE 1900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9185831178 | RecipientPhoneNum |
| Form And Info And Materials | SPECIFIC FORM NOT REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS AND REQUESTS ARE ACCEPTED AT ANYTIME | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AHHA TULSA | ||||||||
| 101 E ARCHER ST | TULSA | OK | 74103 | NONE | PC | OPERATIONS | $5,000 | |
| BIG HOLE RIVER WATERSHED COMMITTEE | ||||||||
| PO BOX 21 | DIVIDE | MT | 59727 | NONE | PC | OPERATIONS | $20,000 | |
| BOTANICA - THE WICHITA GARDENS | ||||||||
| 701 N AMIDON | WICHITA | KS | 67203 | NONE | PC | OPERATIONS | $7,500 | |
| BUTLER COUNTY HISTORICAL SOCIETY | ||||||||
| 383 EAST CENTRAL AVE | EL DORADO | KS | 67042 | NONE | PC | OPERATIONS | $20,000 | |
| CCHP | ||||||||
| 1900 2ND AVE 9TH FLOOR 12TH | NEW YORK | NY | 10029 | NONE | PC | OPERATIONS | $15,000 | |
| COUTTS MEMORIAL ART MUSEUM | ||||||||
| 110 N MAIN ST | EL DORADO | KS | 67042 | NONE | PC | OPERATIONS | $10,000 | |
| EPISCOPAL DIOCESE OF KANSAS | ||||||||
| 835 SW POLK ST | TOPEKA | KS | 66612 | NONE | PC | OPERATIONS | $2,500 | |
| FRIENDS SEMINARY | ||||||||
| 222 E 16TH ST | NEW YORK | NY | 10003 | NONE | PC | OPERATIONS | $1,000 | |
| HOLLAND HALL SCHOOL | ||||||||
| 5666 EAST 81ST ST | TULSA | OK | 74137 | NONE | PC | OPERATIONS | $5,000 | |
| KANSAS GOVERNOR'S ONE SHOT TURKEY HUNT | ||||||||
| 200 S MAIN STE 2 | EL DORADO | KS | 67042 | NONE | PC | OPERATIONS | $4,000 | |
| KANSAS STATE HISTORICAL SOCIETY | ||||||||
| 6425 SW 6TH AVE | TOPEKA | KS | 66615 | NONE | PC | OPERATIONS | $2,000 | |
| LEADERSHIP BUTLER INC | ||||||||
| 2375 W CENTRAL AVE | EL DORADO | KS | 67042 | NONE | PC | OPERATIONS | $4,000 | |
| LUMBERJACK BOOSTER CLUB | ||||||||
| PO BOX 670 | ST MARIES | ID | 83861 | NONE | PC | OPERATIONS | $10,000 | |
| MARK ARTS | ||||||||
| 9112 E CENTRAL | WICHITA | KS | 67206 | NONE | PC | OPERATIONS | $5,000 | |
| MARK PROJECT INC | ||||||||
| 43355 STATE HIGHWAY 28 2ND FLOOR PO | ARKVILLE | NY | 12406 | NONE | PC | OPERATIONS | $15,000 | BOX 516 |
| MUSIC THEATER OF WICHITA | ||||||||
| 225 W DOUGLAS STE 202 | WICHITA | KS | 67202 | NONE | PC | OPERATIONS | $5,000 | |
| NATURE CONSERVENCY - OKLAHOMA - BISON PRESERVE | ||||||||
| 10425 S 82ND E AVE STE 104 | TULSA | OK | 74133 | NONE | PC | OPERATIONS | $20,000 | |
| OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION | ||||||||
| 1141 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | NONE | PC | OPERATIONS | $10,000 | |
| RUSSELL CHILDHOOD DEVELOPMENT CENTER | ||||||||
| 714 BALLINGER | GARDEN CITY | KS | 67846 | NONE | PC | OPERATIONS | $10,000 | |
| SOONER ROWING ASSOCIATION | ||||||||
| 715 W 21ST ST | TULSA | OK | 73104 | NONE | PC | OPERATIONS | $10,000 | |
| SOUTHWESTERN ART ASSOCIATION (PHILBROOK MUSEUM OF ART) | ||||||||
| PO BOX 52510 | TULSA | OK | 74152 | NONE | PC | OPERATIONS | $10,000 | |
| ST LUKE'S SCHOOL | ||||||||
| 487 HUDSON ST | NEW YORK | NY | 10014 | NONE | PC | OPERATIONS | $1,000 | |
| THE CLYDE AND HELEN GRAHAM FOUNDATION INC | ||||||||
| 1810 LAWNDALE AVE | EL DORADO | KS | 67042 | NONE | PC | OPERATIONS | $10,000 | |
| THE JUNIOR LEAGUE OF THE CITY OF NEW YORK | ||||||||
| 130 E 80TH ST | NEW YORK | NY | 10075 | NONE | PC | OPERATIONS | $3,500 | |
| THE ROXBURY ARTS GROUP INC | ||||||||
| PO BOX 93 | ROXBURY | NY | 12474 | NONE | PC | OPERATIONS | $20,000 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 400 W ASH | EL DORADO | KS | 67042 | NONE | PC | OPERATIONS | $35,000 | |
| TULSA BOTANIC GARDEN | ||||||||
| PO BOX 707 | TULSA | OK | 74101 | NONE | PC | OPERATIONS | $40,000 | |
| WICHITA ART MUSEUM | ||||||||
| 1400 W MUSEUM BLVD | WICHITA | KS | 67203 | NONE | PC | OPERATIONS | $10,000 | |
| WICHITA SYMPHONY | ||||||||
| 225 W DOUGLAS STE 207 | WICHITA | KS | 67202 | NONE | PC | OPERATIONS | $7,500 | |
| WORLD WAR II HISTORY CENTER FOUNDATION | ||||||||
| 119 W CENTRAL | EL DORADO | KS | 67042 | NONE | PC | OPERATIONS | $14,000 | |
| EL DORADO COMMNITY FOUNDATION- WILLIS SCHOLARSHIP FUND | ||||||||
| 301 N MAIN STE 200 | NEWTON | KS | 67114 | NONE | PC | OPERATIONS | $3,000 | |
| MONTANA TECH | ||||||||
| 1300 W PARK ST | BUTTE | MT | 59701 | NONE | PC | OPERATIONS | $2,000 | |
| EL DORADO MAIN STREET | ||||||||
| 116 W PINE AVE | EL DORADO | KS | 67042 | NONE | PC | OPERATIONS | $10,000 | |
| CATSKILL FOREST ASSOICIATION | ||||||||
| PO BOX 336 | ARKVILLE | NY | 12406 | NONE | PC | OPERATIONS | $5,000 | |
| NATURE CONSEVANCY-OK TO KS BORDER INITIATIVE | ||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | NONE | PC | OPERATIONS | $20,000 | |
| HOLLAND HALL SCHOOL | ||||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | NONE | PC | OPERATIONS | $4,500 | |
| AHHA TULSA | ||||||||
| 101 E ARCHER ST | TULSA | OK | 74103 | NONE | PC | OPERATIONS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,500 | 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 | $67,865 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,784 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,081 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,081 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,900 | Amt |
| Net Investment Income | $3,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,450 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMERCE BANCSHARES INC | $1,005 | $271,592 |
| FORESTAR REAL ESTATE GROUP | $129,153 | $79,736 |
| GENERAL ELECTRIC CO | $36,887 | $14,171 |
| CIT GROUP INC | $6,474 | $9,447 |
| FORD MOTOR COMPANY | $12,091 | $41,540 |
| COMMERCE MIDCAP GROWTH FUND INST | $15,965 | $23,477 |
| CLEARBRIDGE SMALL CAP GROWTH FUND CLASS I | $8,129 | $27,554 |
| ISHARES RUSSELL MIDCAP VALUE ETF | $18,792 | $29,983 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,059,535 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,881,866 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGMENT FEES | CategoryTxt |
| Amt | $35,536 | Amt |
| Net Investment Income | $35,536 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $354 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |