EDWARD E & HELEN TURNER BARTLETT FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
EDWARD E & HELEN TURNER BARTLETT FOUNDATION (EIN 73-6092250)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-14
IRS object ID
202111659349100236
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-14T15:29:05-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN474609457PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Halley McDaniel & Cuite PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12727 E 21st Street Suite 102AddressLine1Txt
CityTulsaCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74114ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN736092250EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWARD & HELEN BARTLETT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDWABusinessNameControlTxt
Phone9187440553PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1TRUST COMPANY OF OKLA PO BOX 3627AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHE TRUST COMPANY OF OKLAHOMAPersonNm
Person TitleTrusteePersonTitleTxt
Signature2021-06-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHE TRUST COMPANY OFPersonFirstNm
Person LastOKLAHOMAPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY JANE HALLEY CPAPreparerPersonNm
PTINP00094907PTIN
Phone9184880809PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$39,362,318FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$27,715InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27,715InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$712,642DividendsRevAndExpnssAmt
Dividends Net Invst Incm$712,642DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,660,222NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,531,315GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,660,222CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$27,353OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$465OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,427,932TotalRevAndExpnssAmt
Total Net Invst Incm$3,401,044TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$162,586CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$82,919CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$79,667CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,875AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,875AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$98OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$98OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$43,437TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,418TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$207,996TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$93,435TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$81,542TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,405,005ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,405,005ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,613,001TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$93,435TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,486,547TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,814,931ExcessRevenueOverExpensesAmt
Net Investment Income$3,307,609NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$81,006SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$637,304SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$637,304SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$450,293USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,592,041USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,602,357USGovtObligationsEOYFMVAmt
Corporate Stock BOY$13,639,942CorporateStockBOYAmt
Corporate Stock EOY$14,092,212CorporateStockEOYAmt
Corporate Stock EOYFMV$29,599,358CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,609,278CorporateBondsBOYAmt
Corporate Bonds EOY$7,300,487CorporateBondsEOYAmt
Corporate Bonds EOYFMV$7,523,287CorporateBondsEOYFMVAmt
Other Investments BOY$12OtherInvestmentsBOYAmt
Other Investments EOY$12OtherInvestmentsEOYAmt
Other Investments EOYFMV$12OtherInvestmentsEOYFMVAmt
Total Assets BOY$21,780,531TotalAssetsBOYAmt
Total Assets EOY$23,622,056TotalAssetsEOYAmt
Total Assets EOYFMV$39,362,318TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$21,780,531CapitalStockBOYAmt
Capital Stock EOY$23,622,056CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$21,780,531TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,622,056TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,780,531TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,622,056TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,780,531TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,814,931ExcessRevenueOverExpensesAmt
Other Increases$26,614OtherIncreasesAmt
Subtotal$23,622,076SubtotalAmt
Other Decreases$20OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$23,622,056TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
LONG TERM CAPITAL GAIN DIVIDENDSP2018-01-012020-12-31$97,771$97,771$97,771
LONG TERM CAPITAL GAINS AND LOSSESP2018-01-012020-12-31$11,625,954$2,555,195$2,555,195$9,070,759
WASH SALEP2018-01-012020-12-31$1,687$1,687$1,687
SHORT TERM GAINS AND LOSSESP2020-02-012020-12-31$805,262$4,928$4,928$800,334
CAPITAL GAIN DISTRIBUTIONS-1250P2018-01-012020-12-31$641$641$641
FieldValueIRS element (for citing)
Capital Gain Net Income$2,660,222CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$45,976InvestmentIncomeExciseTaxAmt
Subtotal$45,976SubtotalAmt
Tax Based On Investment Income$45,976TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$20,800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$567EsPenaltyAmt
Tax Due$25,743TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE TRUST COMPANY OF OKLAHOMABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9187440553PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3627AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741013627ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
THE TRUST COMPANY OF OKLAHOMA
PO BOX 3627TULSAOK741013627Trustee5.00$122,586
HARRISON I BARTLETT II
C/O TRUST COMPANY OF OKLAHOMATULSAOK741013627CO-TRUSTEE2.00$20,000
R LYNN FESPERMAN
9525 EAST 55TH STREETTULSAOK74145CO-TRUSTEE2.00$20,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$34,262,496AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$513,948AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,776,444TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$34,776,444AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$521,647CashDeemedCharitableAmt
Net Vl Noncharitable Assets$34,254,797NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,712,740MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,712,740MinimumInvestmentReturnAmt
Tax Based On Investment Income$45,976TaxBasedOnInvestmentIncomeAmt
Total Tax$45,976TotalTaxAmt
Distributable Before Adj$1,666,764DistributableBeforeAdjAmt
Distributable Before Ded$1,666,764DistributableBeforeDedAmt
Distributable As Adjusted$1,666,764DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,486,547ExpensesAndContributionsAmt
Qualifying Distributions$1,486,547QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,486,547AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,666,764DistributableAsAdjustedAmt
Undistributed Income PY$274,715UndistributedIncomePYAmt
Qualifying Distributions$1,486,547QualifyingDistributionsAmt
Applied To Year1$274,715AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,211,832AppliedToCurrentYearAmt
Undistributed Income CY$454,932UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEDWARD HELEN BARTLETT FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3627AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741013627ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9187440553RecipientPhoneNum
Form And Info And MaterialsSCHOLARSHIP APPLICANTS SHOULD CONTACT THE FINANCIAL AID OFFICE AT OKLAHOMA STATE UNIVERSITY, UNIVERSITY OF OKLAHOMA, OKLAHOMA STATE UNIVERSITY INSTITUTE OF TECHNOLOGY AND THE UNIVERSITY OF TULSA.ALL CHARITABLE GRANT APPLICANTS SHOULD SEND A WRITTEN REQUEST INCLUDING THE ORGANIZATION'S IRC SECTION 501(C)(3) STATUS LETTER TO THE EDWARD & HELEN BARTLETT FOUNDATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesSCHOLARSHIP APPLICANTS HAVE NO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsSCHOLARSHIPS ARE LIMITED TO STUDENTS ATTENDING OKLAHOMA STATE UNIVERSITY, UNIVERSITY OF OKLAHOMA, OKLAHOMA STATE UNIVERSITY INSTITUTE OF TECHNOLOGY AND THE UNIVERSITY OF TULSA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 S MONROE PO BOX 1749STILLWATEROK74076NONEEXEMPTSCHOLARSHIP$336,000
UNIVERSITY OF OKLAHOMA FOUNDATION
339 WEST BOYD ROOM 118NORMANOK73019NONEEXEMPTSCHOLARSHIP$105,000
UNIVERSITY OF TULSA MARCHING BAND
600 SOUTH COLLEGE AVENUETULSAOK74104NONEEXEMPTSCHOLARSHIP$10,000
SAPULPA PUBLIC SCHOOLS
3 SOUTH MISSIONSAPULPAOK74066NONEEXEMPTPROGRAM SERVICES$146,022
SAPULPA AREA CHAMBER FOUNDATION INC
101 EAST DEWEYSAPULPAOK74067NONEEXEMPTPROGRAM SERVICES$34,783
YOUTH SERVICES OF CREEK COUNTY
1025 EAST GRAYSONSAPULPAOK74066NONEEXEMPTPROGRAM SERVICES$10,000
CARING COMMUNITY FRIENDS
PO BOX 1524SAPULPAOK74067NONEEXEMPTPROGRAM SERVICES$65,000
CREEK COUNTY LITERACY PROGRAM
15 NORTH POPLARSAPULPAOK74066NONEEXEMPTPROGRAM SERVICES$40,000
CAMP FIRE USA GREEN COUNTRY COUNCIL INC
706 SOUTH BOSTONTULSAOK74119NONEEXEMPTPROGRAM SERVICES$25,000
LOLLIPOPS AND RAINBOWS INC
5103 SOUTH SHERIDAN SUITE 670TULSAOK74114NONEEXEMPTPROGRAM SERVICES$5,000
SHOW INC
425 WELLS BLVDSAPULPAOK74066NONEEXEMPTPROGRAM SERVICES$50,000
FAMILY & CHILDRENS SERVICES
650 SOUTH PEORIATULSAOK74120NONEEXEMPTPROGRAM SERVICES$20,000
DVIS
3124 E APACHE STTULSAOK74110NoneEXEMPTPROGRAM SERVICES$35,000
INDIAN NATION CNCL BOY SCOUTS OF AM
4295 S GARNETT ROADTULSAOK74146NoneEXEMPTPROGRAM SERVICES$45,000
CHILD ADVOCACY BOARD OF CREEK CO
10 N MOUNDS STREETSAPULPAOK74066NoneEXEMPTPROGRAM SERVICES$12,500
BRISTOW EDUCATION FOUNDATION
420 NORTH MAINBRISTOWOK74010NoneEXEMPTPROGRAM SERVICES$40,000
RSVP
5756 EAST 31ST STREETTULSAOK74135NoneEXEMPTPROGRAM SERVICES$25,000
SAPULPA HISTORICAL MEMORIAL FDN
100 E LEE AVESAPULPAOK74066NoneEXEMPTPROGRAM SERVICES$30,000
CLAREHOUSE
7617 S MINGO RDTULSAOK74133NoneEXEMPTPROGRAM SERVICES$6,000
OKLAHOMA ARTS INSTITUTE
111 NW 9TH STREETOKLAHOMA CITYOK73102NoneEXEMPTPROGRAM SERVICES$3,000
BARTLETT-CARNEGIE SAPULPA PUBLIC LI
27 WEST DEWEYSAPULPAOK74066NoneEXEMPTPROGRAM SERVICES$10,500
MAKE-A-WISH OKLAHOMA
4504 E 67TH STTULSAOK74136NoneEXEMPTPROGRAM SERVICES$13,000
THE SALVATION ARMY
PO BOX 397TULSAOK74101NoneEXEMPTPROGRAM SERVICES$25,000
OKLAHOMA FOUNDATION FOR EXCELLENCE
101 PARK AVE 420OKLAHOMA CITYOK73102NoneEXEMPTPROGRAM SERVICES$10,000
CURA MEDICAL CLINIC
PO BOX 1734SAND SPRINGSOK74063NoneEXEMPTPROGRAM SERVICES$20,000
UNIVERSITY OF OKLAHOMA MARCHING BAN
500 WEST BOYDNORMANOK73019NoneEXEMPTPROGRAM SUPPORT$10,000
OKLAHOMA STATE UNIVERSITY MARCHING
219 STUDENT UNION HALLSTILLWATEROK74078NoneEXEMPTPROGRAM SUPPORT$10,000
TULSA BOTANIC GARDEN
PO BOX 707TULSAOK74101NoneEXEMPTPROGRAM SUPPORT$10,000
SAPULPA PARK FRIENDS FOUNDATION
515 E DEWEY AVESAPULPAOK74066NoneEXEMPTGENERAL SUPPORT$30,000
HOSPICE OF GREEN COUNTRY
1120 S BOSTON AVETULSAOK74119NoneEXEMPTGENERAL SUPPORT$10,000
PARENT CHILD CENTER OF TULSA
1421 S BOSTONTULSAOK74119NoneEXEMPTPROGRAM SERVICES$10,000
AMERICAN LEGION POST 36
PO BOX 225SAPULPAOK74067NoneEXEMPTPROGRAM SERVICES$46,700
CENTER FOR INDIVIDUALS WITH PHYSICA
815 S UTICA AVETULSAOK74104NoneEXEMPTPROGRAM SERVICES$20,000
AUTISM IN OKLAHOMA
13919-B N MAY AVE 106OKLAHOMA CITYOK73134NoneEXEMPTPROGRAM SERVICES$2,500
STREET SCHOOL
1135 S YALE AVETULSAOK74112NoneEXEMPTPROGRAM SERVICES$25,000
A NEW LEAF INC
2306 S 1ST PLACEBROKEN ARROWOK74012NoneEXEMPTPROGRAM SERVICES$10,000
THE UNIVERSITY OF TULSA
800 S TUCKER DRIVETULSAOK74104NoneEXEMPTSCHOLARSHIPS$99,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,405,005TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,715ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$712,642ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,660,222ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
LITIGATION SETTLEMENTS1$453
MINERAL INCOME15$12
NON-TAXABLE DIVIDENDS14$26,888

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,427,932ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,427,932TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,875Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,875DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE OBLIGATIONSBondNm
EOY Book Value$7,300,487EOYBookValueAmt
EOYFMV$7,523,287EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$14,092,212EOYBookValueAmt
EOYFMV$29,599,358EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,592,041USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,602,357USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMINERAL INTERESTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$12BookValueAmt
EOYFMV$12EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTS OF CARRYING VALUEDesc
Amt$20Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
LITIGATION SETTLEMENTS$453$453
MINERAL INCOME$12$12
NON-TAXABLE DIVIDENDS$26,888

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCEDesc
Amt$26,614Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOIL & GAS MANAGEMENT FEECategoryTxt
Amt$98Amt
Net Investment Income$98NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX$33,019
FOREIGN TAX PAID$10,418$10,418

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