HAROLD HAMM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD HAMM FOUNDATION (EIN 46-1256191)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-08-09
- IRS object ID
- 202232219349100618
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-09T12:23:59-07:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731045328 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roger V Clement Cpa | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1736 West David Dr | AddressLine1Txt |
| City | Mustang | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461256191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Harold Hamm Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 4056057788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1295 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731011295 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Harold G Hamm | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 4056057788 | PhoneNum |
| Signature | 2022-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Harold | PersonFirstNm |
| Person Last | Hamm | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROGER V CLEMENT CPA | PreparerPersonNm |
| PTIN | P73347230 | PTIN |
| Phone | 4055900364 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $20,725,919 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $32,467,427 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $310,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $310,028 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,433,724 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,651,177 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,393,132 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $36,211,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,703,185 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,645 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $5,645 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,645 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,833,024 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,833,024 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,838,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,838,669 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,627,465 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,703,185 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,598 | CashBOYAmt |
| Cash EOY | $12,955 | CashEOYAmt |
| Cash EOYFMV | $12,955 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $393,143 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $538,557 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $538,577 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,317,964 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,548,728 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,174,387 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,727,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,100,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,725,919 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,727,705 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,100,240 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,727,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,100,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,727,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,100,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,727,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,627,465 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,100,240 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,100,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Common Stock - Paypal 2022 shs | D | 2019-12-20 | 2021-06-21 | $572,428 | $0 | $219,893 | $352,535 | $0 | $0 | $0 | $352,535 |
| Common Stock -S&P shs 46442 | D | 2021-12-20 | 2022-01-28 | $20,225,027 | $0 | $21,107,425 | -$882,398 | $0 | $0 | $0 | -$882,398 |
| Common Stock - S&P 500 -10965 Shs | D | 2017-12-28 | 2022-01-28 | $4,775,148 | $0 | $2,926,120 | $1,849,028 | $0 | $0 | $0 | $1,849,028 |
| Common Stock-SPY S&P 500-shs 14135 | D | 2021-12-20 | 2022-02-25 | $6,187,596 | $0 | $6,431,142 | -$243,546 | $0 | $0 | $0 | -$243,546 |
| Common Stock -Russell 1000 shs 14900 | D | 2017-12-28 | 2022-02-25 | $3,975,767 | $0 | $2,056,711 | $1,919,056 | $0 | $0 | $0 | $1,919,056 |
| Common Stock - Russell 1000 shs 139 | D | 2021-12-20 | 2022-02-25 | $1,878,122 | $0 | $1,476,162 | $401,960 | $0 | $0 | $0 | $401,960 |
| Common Stock -Nextera 24328 shs | D | 2019-12-20 | 2021-07-26 | $37,089 | $0 | $40,592 | -$3,503 | $0 | $0 | $0 | -$3,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,393,132 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$723,984 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,474 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,474 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,474 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $109 | EsPenaltyAmt |
| Tax Due | $51,583 | 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 |
| Individual With Books | Debra Richards | IndividualWithBooksNm |
| Phone | 4056057788 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1295 | AddressLine1Txt |
| City | OKLAHOAM CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731011295 | 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 |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Harold G Hamm | ||||||||
| 20 N Broadway 1410 | Oklahoma City | OK | 73102 | President | 2.00 | $0 | $0 | $0 |
| Shelly Lambertz | ||||||||
| 20 N Broadway 1410 | Oklahoma City | OK | 73102 | Secretary | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,459,786 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $466,633 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,926,419 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,926,419 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $418,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,507,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,375,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,375,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,474 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,474 | TotalTaxAmt |
| Distributable Before Adj | $1,323,902 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,323,902 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,323,902 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,838,669 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $37,838,669 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,323,902 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $1,219,846 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $105,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $795,044 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,499,269 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $924,063 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,543,632 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,838,669 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $37,838,669 | RemainingDistriFromCorpusAmt |
| Total Corpus | $45,382,301 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,323,902 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,219,846 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,162,455 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $105,410 | ExcessFromYear4Amt |
| Excess From Year3 | $795,044 | ExcessFromYear3Amt |
| Excess From Year2 | $4,499,269 | ExcessFromYear2Amt |
| Excess From Year1 | $924,063 | ExcessFromYear1Amt |
| Excess From Current Year | $37,838,669 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Harold G Hamm | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Debra Richards | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1295 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731011295 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4056057788 | RecipientPhoneNum |
| Form And Info And Materials | letter stating what the funds will be used for and the dollar amount requested | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | no | SubmissionDeadlinesTxt |
| Restrictions On Awards | Education or Healthcare | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UCO FOUNDATIONOKLAHOMA A SCHOOLS | ||||||
| 100 NORTH UNIVERSITY DRIVE CAMPUS B | EDMOND | OK | 73034 | PUBLIC | STAFF DEVELOPMENT FOR TEACHERS | $5,000 |
| POSITIVE TOMORROWS | ||||||
| PO BOX 61190 | OKLAHOMA CITY | OK | 73146 | PUBLIC | ONE WEEK OF INSTRUCTIONFOR AN ENTIRE CLASSOMFOR HOMELESS CHILDREN | $1,000 |
| POSITIVE TOMORROWS | ||||||
| PO BOX 61190 | OKLAHOMA CITY | OK | 73146 | PUBLIC | TO PAY FOR ONE SEMSTERFOR A HOMELESS CHILD | $5,000 |
| UNIVERSITY OF OK FOUNDATION | ||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | PUBLIC | FUNDING OF VARIOUS RESEARCHEXPENDABLE FUNDS FOR DIABETES | $1,878,122 |
| YWCA OKC | ||||||
| 2460 NW 39TH ST | OKLAHOMA CITY | OK | 73112 | PUBLIC | PURPLE SASH GALADONATION TO HELP COMBAT VIOLENCE IN THE HOME | $10,000 |
| UNIVERSITY OF OK FOUNDATION | ||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | PUBLIC | FUNDING OF VARIOUS RESEARCHEXPENDABLE FUNDS FOR DIABETES | $572,675 |
| ANIMAL RESCUE FOUNDATION | ||||||
| 2890 MITCHELL DRIVE | WALNUT CREEK | CA | 94598 | PUBLIC | TRAINING OF ANIMALSTO HELP VETERANS | $10,000 |
| INTEGRIS FOUNDATION -ARCADIA | ||||||
| 3030 NW EXPRESSWAY 1600 | OKLAHOMA CITY | OK | 73112 | PUBLIC | TO IMPROVE THE HEALTH OF THE COM- MUNITY WITH ADDICTION RECOVERY | $5,000 |
| NICHOLS HILLS PARKS | ||||||
| 6407 AVONDALE DR | NICHOLS HILL | OK | 73116 | PUBLIC | DONATION TO HELP WITHTHE PARKS MAINTANCE | $5,500 |
| INFANT CRISIS CENTER | ||||||
| 4224 N LINCOLN BLVDQ | OKLAHOMA CITY | OK | 73105 | PUBLIC | HELP SUPPLY INFANTS AND TODDLERSWITH FOOD,FORMULA, DIAPERSIN NEED | $5,000 |
| INSTITUTE FOR CITIZEN FOCUSED SERVICE INC | ||||||
| PO BOX 26141 | ALEXANDRIA | VA | 22313 | PUBLIC | WORKING TO IMPROVE PUBLICSECTOR SERVICES TO CITIZENS | $125,000 |
| SHS BAND BOOSTERS | ||||||
| PO BOX 273 | SHAWNEE | OK | 74802 | PUBLIC | SUPPORT SHS BAND | $100 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | ||||||
| 400 S MONROE | STILLWATER | OK | 74074 | PUBLIC | CREATION OF HAMM INSTITUTE AMERICAN ENERGY | $25,000,174 |
| UNIVERSITY OF MARY | ||||||
| 7500 UNIVERSITY DR | BISMARCK | ND | 58504 | PUBLIC | TO CONTRIBUTE TOHAMM SCHOOL OF ENGINEERING | $10,200,453 |
| OKLAHOMA BAPTIST HOMES FOR CHILDREN | ||||||
| 12700 E 76TH STREET NORTH | OWASSO | OK | 74055 | Public | PROVIDING HOMESFOR NEEDY FAMILIES,CHILDREN MOTHERS TO BE | $5,000 |
| ENID FIRST UNITED METHODIST CHURCH | ||||||
| POBOX 3707 | ENID | OK | 73702 | Public | PLAYGROUND FOR LEARNINGTREE MISSION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,833,024 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | None | Desc |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $25 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $310,028 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $310,053 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $310,053 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | None | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Harold G Hamm | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1295 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731011295 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $32,824,465 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Donation of 60,577 Shs SPDR S&P 500 ETF SPY | $27,561,323 | 2021-12-20 |
| 1 | Donation of 16,800 shs of Russell 1000 EFt | $4,906,104 | 2021-12-20 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | n/a | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities | $7,374,389 | $12,471,796 |
| Exchange Traded funds | $7,174,339 | $7,702,591 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Internal Revenue Service | CategoryTxt |
| Amt | $5,645 | Amt |
| Disbursements Charitable Prps | $5,645 | DisbursementsCharitablePrpsAmt |
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