OXLEY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OXLEY FOUNDATION (EIN 73-6224031)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202233139349102538
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets 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 | 2022-11-09T16:45:53-06:00 | 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 | 736224031 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OXLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OXLE | BusinessNameControlTxt |
| Phone | 9185841978 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 S BOULDER SUITE 770 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RH HARBAUGH JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9185841978 | PhoneNum |
| Signature | 2022-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RH | PersonFirstNm |
| Person Last | HARBAUGH JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RYAN BOLIN | PreparerPersonNm |
| PTIN | P01238915 | PTIN |
| Phone | 9187452333 | PhoneNum |
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 | $25,704,550 | 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 | $436,366 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $436,366 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,317,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,015,526 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,317,054 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $259,686 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $259,774 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,013,106 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,013,194 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,175 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,789 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $27,789 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,775 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $148,094 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $148,094 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,842 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,842 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,301 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,301 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $14,452 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,452 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,296 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,296 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $351,316 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $183,116 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $168,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $567,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $404,844 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $169,975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $725,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $725,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,292,814 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $404,844 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $895,145 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $720,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,608,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $731,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,106,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,106,000 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $22,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $33,884 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $33,884 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,260,423 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,315,336 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,123,280 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,422,827 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,961,480 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,192,661 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,176,332 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,128,602 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $222,660 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $62,974 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,909 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $31,366 | LandBOYAmt |
| Land EOY | $26,065 | LandEOYAmt |
| Land EOYFMV | $26,065 | LandEOYFMVAmt |
| Other Assets BOY | $219,916 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,864,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,571,367 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,704,550 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,879 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $6,879 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $100 | CapitalStockBOYAmt |
| Capital Stock EOY | $100 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $15,857,044 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,571,267 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,857,144 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,571,367 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,864,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,571,367 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,857,144 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $720,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,577,436 | SubtotalAmt |
| Other Decreases | $6,069 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,571,367 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED | P | $6,423,913 | $5,478,556 | $945,357 | $945,357 |
| GAIN ON SALE | P | $591,613 | $219,916 | $371,697 | $371,697 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,317,054 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,356 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,356 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,356 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,884 | 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 | $48,884 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,528 | OverpaymentAmt |
| Applied To ES Tax | $26,528 | 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 | OK | 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 | BETH WALLACE | IndividualWithBooksNm |
| Phone | 9185841978 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 S BOULDER STE 770 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN C OXLEY | ||||||||
| 1437 S BOULDER SUITE 770 | TULSA | OK | 74119 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARY JANE TRITSCH | ||||||||
| 1437 S BOULDER SUITE 770 | TULSA | OK | 74119 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RUSSELL H HARBAUGH JR | ||||||||
| 1437 S BOULDER SUITE 770 | TULSA | OK | 74119 | TRUSTEE | 32.80 | $7,175 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENHILL PROPERTIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 S BOULDER STE 770 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADMINISTRATIVE OVERHEAD | ServiceTypeTxt |
| Compensation | $331,996 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,204,200 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,066,157 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,198,854 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,469,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,469,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $352,038 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,117,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,155,859 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,155,859 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,356 | TotalTaxAmt |
| Distributable Before Adj | $1,133,503 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,133,503 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,133,503 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $895,145 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $895,145 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,133,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $564,862 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,781,443 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,170,880 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,340,530 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,589,807 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,447,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $895,145 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $895,145 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $238,358 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $238,358 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,209,164 | 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 | $326,504 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,882,660 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,781,443 | ExcessFromYear4Amt |
| Excess From Year3 | $1,170,880 | ExcessFromYear3Amt |
| Excess From Year2 | $2,340,530 | ExcessFromYear2Amt |
| Excess From Year1 | $1,589,807 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION - OKLAHOMA CHAPTER | |||||||
| 1438 S BOULDER | TULSA | OK | 74120 | NONE | PC | 2020 MEMORY GALA | $5,000 |
| ARTS & HUMANITIES COUNCIL OF TULSA | |||||||
| 1439 S BOULDER | TULSA | OK | 74121 | NONE | PC | CREATE GALA 2020 | $4,240 |
| ARTS ALLIANCE TULSA | |||||||
| 1491 S BOULDER | TULSA | OK | 74173 | NONE | PC | 2020 PROGRAM SUPPORT | $2,500 |
| BIT BY BIT | |||||||
| 1459 S BOULDER | TULSA | OK | 74141 | NONE | PC | EMERGENCY PROGRAM | $5,000 |
| BRUSH CREEK YOUTH RANCH TEEN CHALLENGE | |||||||
| 1440 S BOULDER | TULSA | OK | 74122 | NONE | PC | ART OF LIVING WELL | $5,000 |
| CLAREHOUSE | |||||||
| 1462 S BOULDER | TULSA | OK | 74144 | NONE | PC | 2020 PROGRAM SUPPORT | $5,000 |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA | |||||||
| 1473 S BOULDER | TULSA | OK | 74155 | NONE | PC | FOOD PROGRAM 2020 | $2,500 |
| EXPONENT PHILANTHROPY | |||||||
| 1475 S BOULDER | TULSA | OK | 74157 | NONE | PC | 2020 PROGRAM SUPPORT | $1,500 |
| FAMILY & CHILDREN'S SERVICE INC | |||||||
| 1443 S BOULDER | TULSA | OK | 74125 | NONE | PC | THE WHITE PONY | $5,000 |
| HOSPICE OF GREEN COUNTRY INC | |||||||
| 1445 S BOULDER | TULSA | OK | 74127 | NONE | PC | 2020 OYSTERS AND ALE | $2,500 |
| HOSPITALITY HOUSE OF TULSA INC | |||||||
| 1496 S BOULDER | TULSA | OK | 74178 | NONE | PC | 2020 CHALLENGE GRANT | $4,750 |
| IRON GATE TRUST | |||||||
| 1465 S BOULDER | TULSA | OK | 74147 | NONE | PC | COOKING FOR A CAUSE | $1,000 |
| LIFE SENIOR SERVICES INC | |||||||
| 1455 S BOULDER | TULSA | OK | 74137 | NONE | PC | CELEBRATE LIFE | $2,000 |
| OKLAHOMA AQUARIUM FOUNDATION | |||||||
| 1448 S BOULDER | TULSA | OK | 74130 | NONE | PC | 2020 SPLASH SPONSOR | $5,000 |
| OKLAHOMA CENTER FOR NONPROFITS | |||||||
| 1449 S BOULDER | TULSA | OK | 74131 | NONE | PC | 2020 ONE AWARDS | $5,000 |
| OKLAHOMA FOUNDATION FOR EXCELLENCE | |||||||
| 1506 S BOULDER | TULSA | OK | 74188 | NONE | PC | OXLEY SCHOLARSHIP | $2,500 |
| SAM'S HOUSE | |||||||
| 1481 S BOULDER | TULSA | OK | 74163 | NONE | PC | 2020 PROGRAM SUPPORT | $1,000 |
| THE NATURE CONSERVANCY OKLAHOMA CHAPTER | |||||||
| 1476 S BOULDER | TULSA | OK | 74158 | NONE | PC | CONSERVATION 2020 | $2,500 |
| THE PHILANTHROPY ROUNDTABLE | |||||||
| 1490 S BOULDER | TULSA | OK | 74172 | NONE | PC | 2020 PROGRAM SUPPORT | $5,000 |
| THE SALVATION ARMY | |||||||
| 1451 S BOULDER | TULSA | OK | 74133 | NONE | PC | 2020 BOOTH DINNER | $4,400 |
| THE SALVATION ARMY | |||||||
| 1509 S BOULDER | TULSA | OK | 74191 | NONE | PC | 2020 CHRISTMAS LUNCH | $2,300 |
| THE UNIVERSITY OF TULSA | |||||||
| 1478 S BOULDER | TULSA | OK | 74160 | NONE | PC | GRADUATE SCHOLARSHIP | $100,000 |
| TULSA BOYS' HOME | |||||||
| 1454 S BOULDER | TULSA | OK | 74136 | NONE | PC | 2020 RUN FOR ROSES | $3,000 |
| TULSA HISTORICAL SOCIETY | |||||||
| 1486 S BOULDER | TULSA | OK | 74168 | NONE | PC | TULSA HALL OF FAME | $3,000 |
| TULSA ZOO MANAGEMENT | |||||||
| 1456 S BOULDER | TULSA | OK | 74138 | NONE | PC | 2020 WALTZ/WILD SIDE | $6,000 |
| TULSA ZOO MANAGEMENT | |||||||
| 1487 S BOULDER | TULSA | OK | 74169 | NONE | PC | ELEPHANT EXPERIENCE | $500,000 |
| VOLUNTEERS OF AMERICA | |||||||
| 1457 S BOULDER | TULSA | OK | 74139 | NONE | PC | RHINESTONE- COWBOY | $2,500 |
| WOOLAROC RANCH MUSEUM & WILDLIFE | |||||||
| 1489 S BOULDER | TULSA | OK | 74171 | NONE | PC | COWTHIEVES/OUTLAWS | $2,580 |
| CHILD ABUSE NETWORK | |||||||
| 2829 S SHERIDAN RD | TULSA | OK | 74129 | NONE | PC | SUPER SOIREE | $5,000 |
| COFFEE BUNKER 2021 | |||||||
| 6365 E 41ST ST | TULSA | OK | 74135 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| MASTER GARDNER FOUNDATION | |||||||
| 4116 E 15TH ST | TULSA | OK | 74112 | NONE | PC | EXPLORING INSECTS | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 4606 E 67TH ST 103 | TULSA | OK | 74136 | NONE | PC | OK CHAPT 20TH ANNIVERSARY | $5,000 |
| OKLAHOMA CARING FOUNDATION INC 2021 | |||||||
| 1400 S BOSTON AVE | TULSA | OK | 74119 | NONE | PC | HEALTH PROGRAM | $2,500 |
| PAUSE4PAWS | |||||||
| 2032 UTICA SQUARE 52768 | TULSA | OK | 74152 | NONE | PC | PROGRAM SUPPORT | $2,500 |
| RESONANCE - CENTER FOR WOMEN INC | |||||||
| 1608 S ELWOOD AVE | TULSA | OK | 74119 | NONE | PC | 2021 STACKED DECK | $2,500 |
| RIVER PARKS FOUNDATION | |||||||
| 2121 S COLUMBIA AVE NO 205 | TULSA | OK | 74114 | NONE | PC | TURKEY EVENT | $2,500 |
| SAINT SIMEON'S EPISCOPAL HOME FOUNDATION | |||||||
| 3701 MLK JR BLVD | TULSA | OK | 74106 | NONE | PC | 2020 WESTERN DAYS | $5,000 |
| SAINT SIMEON'S EPISCOPAL HOME FOUNDATION 2021 WESTERN DAYS | |||||||
| 3701 MLK JR BLVD | TULSA | OK | 74106 | NONE | PC | 2021 WESTERN DAYS | $5,000 |
| THE CENTER FOR INDIVIDUAL | |||||||
| 815 S UTICA AVE | TULSA | OK | 74104 | NONE | PC | INSPIRE 2021 | $2,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $725,170 | 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 | $436,366 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $272,177 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,317,054 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| LIMITED PARTNERSHIP INCOME | 14 | -$12,403 | ||
| UBIA ACTIVITY FROM K-1S | -$88 | 525990 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,013,106 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,013,106 | 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 | CategoryTxt |
| Amt | $3,550 | Amt |
| Net Investment Income | $1,775 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,775 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER SOFTWARE | 2002-11-05 | $2,804 | $2,804 | SL | 3.000000000000 | $0 | $0 |
| FURNITURE | 2004-01-01 | $3,640 | $3,640 | SL | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2006-06-01 | $6,194 | $6,194 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2006-06-01 | $1,690 | $1,690 | SL | 5.000000000000 | $0 | $0 |
| MICROEDGE SOFTWARE | 2008-02-20 | $11,537 | $11,537 | SL | 3.000000000000 | $0 | $0 |
| 2020 SUBARU OUTBACK | 2019-11-30 | $37,109 | $5,743 | SL | 7.000000000000 | $5,301 | $5,301 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,961,480 | EOYBookValueAmt |
| EOYFMV | $2,192,661 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $12,315,336 | EOYBookValueAmt |
| EOYFMV | $22,123,280 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,128,602 | BookValueAmt |
| EOYFMV | $222,660 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER SOFTWARE | $2,804 | $2,804 | $0 |
| FURNITURE | $3,640 | $3,640 | $0 |
| OFFICE FURNITURE | $6,194 | $6,194 | $0 |
| COMPUTER EQUIPMENT | $1,690 | $1,690 | $0 |
| MICROEDGE SOFTWARE | $11,537 | $11,537 | $0 |
| 2020 SUBARU OUTBACK | $37,109 | $11,044 | $26,065 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRODUCING ROYALTY INTERESTS | $552,238 | $0 | $0 |
| NONPRODUCING ROYALTY INTERESTS | $219,916 | $0 | $0 |
| ACCUMULATED DEPLETION | -$552,238 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY TAXES | Desc |
| Amt | $6,069 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $5,041 | $5,041 | $0 |
| INSURANCE | $3,867 | $3,867 | $0 |
| OVERHEAD | $331,739 | $165,869 | $165,870 |
| DUES & SUBSCRIPTIONS | $5,760 | $5,760 | $0 |
| MEALS & ENTERTAINMENT | $38 | $38 | $0 |
| MISCELLANEOUS EXPENSES | $2,541 | $2,541 | $0 |
| NON-DEDUCTIBLE EXPENSES | $2,330 | $0 | $2,330 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $272,177 | $272,177 | $272,177 |
| LIMITED PARTNERSHIP INCOME | -$12,403 | -$12,403 | -$12,403 |
| UBIA ACTIVITY FROM K-1S | -$88 | -$88 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICES | CategoryTxt |
| Amt | $148,094 | Amt |
| Net Investment Income | $148,094 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES AND LICENSES | $754 | $754 | $0 |
| FOREIGN TAXES | $14,088 | $14,088 | $0 |
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