STITT CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STITT CHARITABLE FOUNDATION (EIN 46-6402433)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349101818
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T08:53:07-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010572388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILAM & ASSOCIATES PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7030 S YALE AVE STE 300 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741365722 | 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 | 466402433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STITT CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STIT | BusinessNameControlTxt |
| Phone | 9184924209 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7304 S YALE AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH STITT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9184924209 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARAH | PersonFirstNm |
| Person Last | STITT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN E MILAM | PreparerPersonNm |
| PTIN | P00068625 | PTIN |
| Phone | 9184932002 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $1,801,700 | 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 | $759,296 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,736 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,736 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,231,318 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,649,131 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,231,318 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,039,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,280,055 | 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 |
| Other Prof Fees Rev And Expnss | $11,263 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,263 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $173 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $173 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $609 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $609 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $177 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $177 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,222 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,121,622 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,121,622 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,133,844 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,121,622 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,493 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,267,833 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $417,549 | CashBOYAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $412,010 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $411,190 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $935,072 | CorporateStockBOYAmt |
| Corporate Stock EOY | $589,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $665,662 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $720,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $724,848 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,352,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,722,793 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,801,700 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $464,665 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $464,665 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,352,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,258,128 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,352,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,258,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,352,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,722,793 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,352,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,493 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,258,128 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,258,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2020-01-01 | 2021-12-27 | $1,281,539 | $1,135,950 | $145,589 | $145,589 | |
| PUBLICLY TRADED SECURITIES | 2020-01-01 | 2021-12-27 | $2,352,744 | $1,281,863 | $1,070,881 | $1,070,881 | |
| CAPITAL GAINS DIVIDENDS | $14,848 | $14,848 | $14,848 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,231,318 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,623 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,623 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,623 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $350 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $950 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $16,673 | TaxDueAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9184924209 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7304 S YALE AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOHN K STITT | ||||||||
| 7304 S YALE AVE | TULSA | OK | 74136 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARAH R STITT | ||||||||
| 7304 S YALE AVE | TULSA | OK | 74136 | CO-TRUSTEE | 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 | $1,506,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $460,408 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,967,023 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,967,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,505 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,937,518 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,623 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,623 | TotalTaxAmt |
| Distributable Before Adj | $79,253 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,253 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,253 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,121,622 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,121,622 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,253 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $440,643 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $90,015 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $231,619 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $687,836 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,337 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,577,450 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,121,622 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $79,253 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,042,369 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,619,819 | 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 | $440,643 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,179,176 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $90,015 | ExcessFromYear4Amt |
| Excess From Year3 | $231,619 | ExcessFromYear3Amt |
| Excess From Year2 | $687,836 | ExcessFromYear2Amt |
| Excess From Year1 | $127,337 | ExcessFromYear1Amt |
| Excess From Current Year | $2,042,369 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF CHRISTIAN STUDIES | |||||||
| 1120 E HEFNER RD | OKLAHOMA CITY | OK | 731311600 | N/A | PC | SUPPORT ORGANIZATION | $25,000 |
| ACCEPTABLE GIFTS | |||||||
| 10101 S SANDUSKY AVE | TULSA | OK | 74137 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| AMERICA PRAYS | |||||||
| 7216 CIENEGA RD NW | ALBUQUERQUE | NM | 871204200 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| ANTIOCH MINISTRIES INTERNATIONAL | |||||||
| 510 N 20TH ST | WACO | TX | 76707 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| CAMP SHILOH | |||||||
| 448 NE 70TH ST | OKLAHOMA CITY | OK | 731051210 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| COLLEGE GOLF FELLOWSHIP | |||||||
| 5098 FOOTHILLS BLVD STE 3 PMB 138 | ROSEVILLE | CA | 957476526 | N/A | PC | SUPPORT ORGANIZATION | $24,000 |
| COMPASSION INTERNATIONAL | |||||||
| 12290 VOYAGER PKWY | COLORADO SPRINGS | CO | 80921 | N/A | PC | SUPPORT ORGANIZATION | $912 |
| CROSSOVER COMMUNITY IMPACT | |||||||
| 940 E 36TH ST N | TULSA | OK | 74106 | N/A | PC | SUPPORT ORGANIZATION | $10,000 |
| CRU | |||||||
| 320 KYLE CT | STILLWATER | OK | 74126 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| DESTINY CHURCH | |||||||
| 3801 SE 29TH ST | OKLAHOMA CITY | OK | 73115 | N/A | PC | SUPPORT ORGANIZATION | $110,000 |
| FAVOR INTERNATIONAL | |||||||
| 1767 LAKEWOOD RANCH BLVD 223 | BRADENTON | FL | 34211 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| FIRE INTERNATIONAL | |||||||
| PO BOX 5306 | CONCORD | NC | 280271505 | N/A | PC | SUPPORT ORGANIZATION | $30,000 |
| FIRST AMERICANS MUSEUM | |||||||
| 5815 N WESTERN AVE | OKLAHOMA CITY | OK | 73118 | N/A | PC | SUPPORT ORGANIZATION | $10,000 |
| FOR GENERATIONS | |||||||
| 3508 FRENCH PARK DR STE 1 | EDMOND | OK | 730347263 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| FOSTERING SWEET DREAMS | |||||||
| 1073 N BRYANT AVE STE 150 | EDMOND | OK | 730343262 | N/A | PC | SUPPORT ORGANIZATION | $5,000 |
| FRIENDS OF THE MANSION | |||||||
| 820 NE 23RD ST | OKLAHOMA CITY | OK | 731057935 | N/A | PC | SUPPORT ORGANIZATION | $5,000 |
| GLOBAL GOLF | |||||||
| 5500 CRESTWOOD DR | STILLWATER | OK | 74075 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| GOOD SAMARITAN | |||||||
| PO BOX 1191 | TULSA | OK | 741011191 | N/A | PC | SUPPORT ORGANIZATION | $20,000 |
| GRACE HOME INC | |||||||
| PO BOX 385 | BLANCHARD | OK | 730100385 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| GUTS CHURCH | |||||||
| 9120 BROKEN ARROW EXPY | TULSA | OK | 741453316 | N/A | PC | SUPPORT ORGANIZATION | $135,000 |
| HIS HOUSE OUTREACH MINISTRIES | |||||||
| PO BOX 2040 | CLAREMORE | OK | 740182040 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| ILLUMINATIONS | |||||||
| PO BOX 511 | ALPHARETTA | GA | 30009 | N/A | PC | SUPPORT ORGANIZATION | $240,000 |
| IN HIS IMAGE | |||||||
| 7501 RIVERSIDE PKWY | TULSA | OK | 741365056 | N/A | PC | SUPPORT ORGANIZATION | $20,000 |
| INSIDE OUT RE-ENTRY SERVICES | |||||||
| 2224 E 56TH PL | TULSA | OK | 741056114 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| INVOLVED INTERNATIONAL | |||||||
| PO BOX 700027 | TULSA | OK | 741700027 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| LEADLEARNLIVE | |||||||
| PO BOX 1952 | OWASSO | OK | 74055 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| LIFECHURCH | |||||||
| 4600 E 2ND ST | EDMOND | OK | 730347550 | N/A | PC | SUPPORT ORGANIZATION | $100,000 |
| LIFT MINISTRIES | |||||||
| PO BOX 20086 | OKLAHOMA CITY | OK | 731560086 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| LILYFIELD - EMPOWER OKC | |||||||
| 1841 EXCHANGE AVE | OKLAHOMA CITY | OK | 73108 | N/A | PC | SUPPORT ORGANIZATION | $5,000 |
| NORTHCHURCH (GUTHRIE) | |||||||
| 2219 WOODLAWN AVE | GUTHRIE | OK | 73044 | N/A | PC | SUPPORT ORGANIZATION | $5,000 |
| NORTHCHURCH (OKC) | |||||||
| 1601 W MEMORIAL RD | OKLAHOMA CITY | OK | 73134 | N/A | PC | SUPPORT ORGANIZATION | $446,210 |
| NOVO | |||||||
| 1240 N LAKEVIEW AVE STE 120 | ANAHEIM | CA | 928071847 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| OCS-OK | |||||||
| 4680 E 2ND ST | EDMOND | OK | 730347550 | N/A | PC | SUPPORT ORGANIZATION | $25,500 |
| OKLAHOMA BAPTISTS | |||||||
| 3800 N MAY AVE | OKLAHOMA CITY | OK | 73112 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| OKLAHOMA CAPITAL CULTURE | |||||||
| 4 NE 10TH ST 111 | OKLAHOMA CITY | OK | 73104 | N/A | PC | SUPPORT ORGANIZATION | $46,500 |
| PEOPLE'S CHURCH | |||||||
| 800 E BRITTON RD | OKLAHOMA CITY | OK | 73114 | N/A | PC | SUPPORT ORGANIZATION | $163,000 |
| RISE PROGRAM INC | |||||||
| PO BOX 751 | PIEDMONT | OK | 730780751 | N/A | PC | SUPPORT ORGANIZATION | $5,000 |
| REGENT PREPARATORY SCHOOL OF OKLAHOMA | |||||||
| 8621 S MEMORIAL DR | TULSA | OK | 74133 | N/A | PC | SUPPORT ORGANIZATION | $25,000 |
| RHEMA BIBLE CHURCH | |||||||
| 1025 W KENOSHA ST | BROKEN ARROW | OK | 74012 | N/A | PC | SUPPORT ORGANIZATION | $100,000 |
| SARAH STITT HOPE FOUNDATION | |||||||
| 7304 S YALE AVE | TULSA | OK | 74136 | N/A | PC | FUNDING | $10,000 |
| SISTER INDIA | |||||||
| PO BOX 701287 | TULSA | OK | 741701287 | N/A | PC | SUPPORT ORGANIZATION | $2,500 |
| SPEAKLIFE MINISTRIES | |||||||
| PO BOX 403 | EDMOND | OK | 730830403 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| STAND IN THE GAP | |||||||
| 129 ED NOBLE PKWY | NORMAN | OK | 730724800 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| TULSA DREAM CENTER | |||||||
| 200 W 46TH ST N | TULSA | OK | 74126 | N/A | PC | SUPPORT ORGANIZATION | $12,000 |
| VICTORY CHURCH | |||||||
| 7700 S LEWIS AVE | TULSA | OK | 74136 | N/A | PC | SUPPORT ORGANIZATION | $100,000 |
| WOODLAKE CHURCH | |||||||
| 10444 S MINGO RD | TULSA | OK | 74133 | N/A | PC | SUPPORT ORGANIZATION | $130,000 |
| WORLD COMPASSION | |||||||
| PO BOX 92 | TULSA | OK | 741010092 | N/A | PC | SUPPORT ORGANIZATION | $22,000 |
| YOUR ONE DEGREE | |||||||
| STE D-1 268 | TULSA | OK | 74133 | N/A | PC | SUPPORT ORGANIZATION | $22,000 |
| YPN CHAPTER 71 | |||||||
| 500 N BROADWAY AVE UNIT 500 | OKLAHOMA CITY | OK | 73102 | N/A | PC | SUPPORT ORGANIZATION | $6,000 |
| YWAM | |||||||
| 7 CREEK VIEW DR | LAKESIDE | MT | 59922 | N/A | PC | SUPPORT ORGANIZATION | $20,000 |
| CROSSOVER PREPARATORY ACADEMY | |||||||
| 5424 N MADISON AVE | TULSA | OK | 74126 | N/A | PC | SUPPORT ORGANIZATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,121,622 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,736 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,231,318 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,280,055 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,280,055 | 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 |
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 | JOHN K STITT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7304 S YALE AVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $759,296 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 130 SHS JPMORGAN CHASE & CO | $11,683 | $20,586 |
| 53 SHS AMERIPRISE FINANCIAL INC COM USD0.01 | $11,749 | $15,988 |
| 61 SHS MCDONALD S CORP | $12,814 | $16,352 |
| 90 ANALOG DEVICES INC COM USD0.16 | $13,775 | $15,819 |
| 460.427 SHS BK OF AMERICA CORP CON | $13,900 | $20,484 |
| 66 SHS UNION PAC CORP COM | $13,979 | $16,627 |
| 99 SHS GENERAL DYNAMICS RORP COM USD1.00 | $14,712 | $20,639 |
| 325 SHS WALGREENS BOOTS ALLIANCE INC | $14,723 | $16,952 |
| 1989 SHS ENERGY TRANSFER L P COM UT LTD PTN | $15,156 | $16,369 |
| 418 SHS PFIZER INC | $15,290 | $24,683 |
| 281 SHS COCA-COLA CO | $15,358 | $16,638 |
| 240 SHS TYSON FOODS INC | $15,835 | $20,918 |
| 325 SHS CISCO SYSTEMS INC | $15,873 | $20,595 |
| 143 SHS ALLSTATE CORP COM USD0.01 | $15,950 | $16,824 |
| 179 SHS LYONDELLBASELL INDUSTRIES N V COM | $17,481 | $16,509 |
| 242 SHS CVS HEALTH CORPORATION COM US D0.01 | $17,971 | $24,965 |
| 225 SHS VALERO ENERGY CORP COM | $18,131 | $16,900 |
| 158 SHS SEMPRA COM | $19,086 | $20,900 |
| 332 BRISTOL-MYERS SQUIBB CO COM | $19,135 | $20,700 |
| 284 SHS GILEAD SCIENCES INC COM USD0.001 | $19,366 | $20,621 |
| 221 SHS PHILIP MORRIS INTERNATIONAL INC COM NPV | $19,445 | $20,997 |
| 403 SHS CARDINAL HEALTH INC COM NPV | $19,481 | $20,750 |
| 235 SHS NOVARTIS AG SPONSORED ADR | $19,589 | $20,555 |
| 539 SHS ENBRIDGE INC COM ISIN #CA292F0N1050 SEDOL | $19,849 | $21,064 |
| 184 SHS ABBVIE INC COM USDO.01 | $19,879 | $24,914 |
| 107 SHS TEXAS INSTRUMENTS INC COM USD1.00 | $20,342 | $20,166 |
| 391 SHS VERIZON COMMUNICATIONS INC | $20,354 | $20,316 |
| 458 SHS MAGELLAN MIDSTREAM PRTNRS LP COM UNIT | $21,146 | $21,270 |
| 1248 SHS HANESBRANDS INC COM USD0.01 | $21,185 | $20,867 |
| 283 SHS OMNICOM GROUP INC COM USD0.15 | $21,598 | $20,735 |
| 401 SHS EXXON MOBIL CORP | $23,711 | $24,537 |
| 325 SHS MERCK &CO. INC COM | $25,098 | $24,908 |
| 476 SHS INTEL CORP COM USD0.001 | $26,259 | $24,514 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $412,010 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $411,190 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1973.164 SHS ARTISAN INTL VALUE FUND ADVISOR | AT COST | $87,387 | $83,248 |
| 3731.704 SHS ARTISAN DEVELOPING WORLD FD ADVISOR CL | AT COST | $100,346 | $82,433 |
| 4900 SHS JANUS DETROIT STR TR HENDERSON AAA CL | AT COST | $247,107 | $246,862 |
| 3122.261 SHS ISHARES CORE US AGGREGATE BOND ETF | AT COST | $286,040 | $312,305 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $177 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $177 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| NEGATIVE CASH (BOOK) | $0 | $363,561 |
| MARGIN LOAN | $0 | $101,104 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT FEES | CategoryTxt |
| Amt | $11,263 | Amt |
| Net Investment Income | $11,263 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $609 | Amt |
| Net Investment Income | $609 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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