PRESBYTERIAN HEALTH FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PRESBYTERIAN HEALTH FOUNDATION (EIN 73-0709836)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-08-11
- IRS object ID
- 202112239349101201
- Schema version
- 2019v5.2
- 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 Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-11T13:19:45-05:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 N Elgin Ave Suite 400 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741201490 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730709836 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Presbyterian Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BEVERLY TRAVIS | InCareOfNm |
| Business Name Control | PRES | BusinessNameControlTxt |
| Phone | 4053198150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 Research Parkway Suite 500 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731043603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM R GRAY III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4053198157 | PhoneNum |
| Signature | 2021-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Ensminger Director | PreparerPersonNm |
| PTIN | P01310558 | PTIN |
| Phone | 9185842900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $193,284,294 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,377,440 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,377,440 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,243,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,512,357 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,072,674 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,049,864 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,056,119 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,991,638 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,670,353 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,506,233 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,991,638 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $186,111 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $39,056 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $147,056 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $189,539 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $140,273 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $123,851 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $50,391 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $120,377 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $53,643 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $29,203 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $73,415 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,224 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,648 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,648 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,937 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,015 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $18,400 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $50,535 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $513,404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $470,654 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $69,768 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $159,084 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $107,171 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $106,839 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $917 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,099,469 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $384,282 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $496,183 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $374,167 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $360,610 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $131,908 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,250 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $918 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $569 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,467 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,113 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $211 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,311 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $468,254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $270,328 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $235,637 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $210,474 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,331,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,866,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $946,525 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $737,411 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,621,788 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,247,542 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,953,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,866,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $946,525 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,984,953 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,282,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,639,867 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,045,113 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,197,761 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,541,900 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,541,900 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $79,201 | AcctRcvblAmt |
| Acct Rcvbl BOY | $47,078 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $79,201 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $79,201 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,086,350 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $1,654,053 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,086,350 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,086,350 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $99,649 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $120,793 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $120,793 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $155,190,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $159,817,118 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $159,817,118 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $7,530,276 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $250,810 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $7,327,171 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $7,279,466 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $7,279,466 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $22,302,257 | OtherAssetsBOYAmt |
| Other Assets EOY | $22,359,466 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $22,359,466 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $190,818,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $193,284,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $193,284,294 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $109,745 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $132,115 | AccountsPayableEOYAmt |
| Grants Payable BOY | $6,674,222 | GrantsPayableBOYAmt |
| Grants Payable EOY | $6,048,469 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $44,589 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $45,446 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $300,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $300,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,128,556 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,526,030 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $183,689,744 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $186,758,265 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $183,689,744 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $186,758,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $190,818,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $193,284,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $183,689,744 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,282,993 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,351,514 | OtherIncreasesAmt |
| Subtotal | $186,758,265 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $186,758,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VANGUARD | P | $4,061,506 | $3,169,307 | $892,199 | $892,199 |
| KIRROS PHARMA, LLC | P | $100,000 | -$100,000 | -$100,000 | |
| SELEXYS MILESTONE PAYMENT | P | $450,850 | $450,850 | $450,850 | |
| PARTNERSHIP FLOW-THROUGH INV-REALIZED GAIN | P | $2,829,625 | $2,829,625 | $2,829,625 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,072,674 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,499,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $167,249,185 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050818 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,932,063 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $169,574,394 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046776 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,830,632 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $158,943,123 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049267 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,813,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $155,334,122 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.108239 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,623,198 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $161,336,115 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034854 | DistributionYr5Rt |
| Total Distribution | 0.289954 | TotalDistributionRt |
| Average Distribution | 0.057991 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $170,959,023 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,914,085 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $96,399 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,010,484 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,996,303 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $192,797 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $192,797 | SubtotalAmt |
| Tax Based On Investment Income | $192,797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $69,677 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $65,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $134,677 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $407 | EsPenaltyAmt |
| Tax Due | $58,527 | TaxDueAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PHFOKC.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVERLY TRAVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4053198150 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 RESEARCH PARKWAY STE 500 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731043603 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 |
|---|---|---|---|---|---|---|---|---|
| CARL EDWARDS | ||||||||
| 655 Research Parkway | Oklahoma City | OK | 731043603 | CHAIRMAN | 1.0 | $0 | $0 | $0 |
| TOM GRAY III | ||||||||
| 655 Research Parkway | Oklahoma City | OK | 731043603 | PRESIDENT AND DIRECTOR | 40.0 | $120,000 | $19,008 | $0 |
| MICHAEL JOSEPH | ||||||||
| 655 Research Parkway | Oklahoma City | OK | 731043603 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| DAVID RAINBOLT | ||||||||
| 655 Research Parkway | Oklahoma City | OK | 731043603 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JERRY VANNATTA M D | ||||||||
| 655 Research Parkway | Oklahoma City | OK | 731043603 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| G RAINEY WILLIAMS JR | ||||||||
| 655 Research Parkway | Oklahoma City | OK | 731043603 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| WILLIAM BARNES M D | ||||||||
| 655 Research Parkway | Oklahoma City | OK | 731043603 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| CHRISTY EVEREST | ||||||||
| 655 Research Parkway | Oklahoma City | OK | 731043603 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| BEVERLY TRAVIS | ||||||||
| 655 Research Parkway | Oklahoma City | OK | 731043603 | CONTROLLER | 30.0 | $66,111 | $19,037 | $0 |
| SALLY STARLING | ||||||||
| 655 Research Parkway | Oklahoma City | OK | 731043603 | ADVISORY DIRECTOR | 1.0 | $0 | $0 | $0 |
| DR STACIE ROUGAS | ||||||||
| 655 Research Parkway | Oklahoma City | OK | 731043603 | ADVISORY DIRECTOR | 1.0 | $0 | $0 | $0 |
| DAVIS HUDIBURG | ||||||||
| 655 Research Parkway | Oklahoma City | OK | 731043603 | ADVISORY DIRECTOR | 1.0 | $0 | $0 | $0 |
| DR JIMMY BALLARD | ||||||||
| 655 Research Parkway | Oklahoma City | OK | 731043603 | ADVISORY DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | INVESTMENT MGMT FEES | $337,130 |
| VANGUARD | |||||
| 400 DEVON PARK DRIVE | WAYNE | PA | 190871815 | INVESTMENT MGMT FEES | $61,506 |
| BKD CPAs and Advisors | |||||
| 110 North Elgin Avenue | TULSA | OK | 741201817 | AUDIT SERVICES | $72,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION PURCHASED LOW-INCOME HOUSING APARTMENTS DURING THE YEAR ENDED SEPTEMBER 30, 2016. THE COSTS OF THE PROJECT ALLOCABLE TO THE YEAR ENDING SEPTEMBER 30, 2020 ARE: | Description1Txt |
| Expenses1 | $11,350 | Expenses1Amt |
| Total | $11,350 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $154,696,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,313,278 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,552,834 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $173,562,460 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $173,562,460 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,603,437 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,959,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,547,951 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,547,951 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $192,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $192,797 | TotalTaxAmt |
| Distributable Before Adj | $8,355,154 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $567,703 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,922,857 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,922,857 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,984,953 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $11,350 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,996,303 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $8,996,303 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,922,857 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $8,741,646 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $8,741,646 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,996,303 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $8,922,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,446 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,815,092 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,815,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,741,646 | ExcessFromYear4Amt |
| Excess From Current Year | $73,446 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT | AddressLine1Txt |
| City | SEE ATTACHMENT | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 99999 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHMENT | GrantOrContributionPurposeTxt |
| Amt | $8,247,542 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,247,542 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT | AddressLine1Txt |
| City | SEE ATTACHMENT | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 99999 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHMENT | GrantOrContributionPurposeTxt |
| Amt | $500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $500,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,377,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $56,797 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,243,049 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| PRI INCOME - RESEARCH PARK | $798,652 | ||
| PRI INCOME - CHAPARRAL TOWNHOUSES | $1,083,677 | 16 | $6,805 |
| INTEREST INCOME ON PROMISSORY NOTES | 14 | $39,504 | |
| LAND LEASE | 16 | $63,000 | |
| SETTLEMENT PROCEEDS | 16 | $1,429 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,788,024 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,882,329 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,670,353 | 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 | 11B | LineNumberTxt |
| Relationship Statement | RENTAL INCOME FROM PROGRAM RELATED INVESTMENT IN RESEARCH PARK. | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $74,550 | Amt |
| Net Investment Income | $24,015 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,400 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $50,535 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TETHEREX | $499,992 | $499,992 |
| TOTAL FROM OU FOUNDATION | $69,688,590 | $69,688,590 |
| TOTAL FROM VANGUARD | $89,378,536 | $89,378,536 |
| PROGENTEC | $250,000 | $250,000 |
| KIRRHOS PHARMA, LLC | $0 | $0 |
| OTOLOGIC | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,224 | LegalFeesAmt |
| Net Investment Income | $1,648 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,648 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,937 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHAPARRAL TOWNHOUSES, NET | $9,631,164 | $8,927,326 | $8,927,326 |
| RESEARCH PARK BUILDING, NET | $1,702,133 | $1,365,555 | $1,365,555 |
| LEASE COMMISSION, NET | $8,474 | $3,851 | $3,851 |
| INVESTMENT IN LLC | $1,669,754 | $1,250,658 | $1,250,658 |
| INVESTMENT IN LLP'S | $9,290,732 | $10,812,076 | $10,812,076 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MAINTENANCE & REPAIR | $13,424 | $10,903 | $10,623 | $2,521 |
| INSURANCE | $123,921 | $101,282 | $98,766 | $22,640 |
| MISCELLANEOUS EXPENSE | $33,756 | $26,260 | $25,405 | $7,493 |
| INVESTMENT EXP. IN PARTNERSHIP | $11,413 | |||
| SUPPLIES | $15,533 | $12,765 | $12,458 | $2,727 |
| TELEPHONE | $13,117 | $6,455 | $5,715 | $6,877 |
| DUES & SUBSCRIPTIONS | $25,508 | $3,288 | $819 | $22,973 |
| POSTAGE & FREIGHT | $2,322 | $671 | $487 | $1,652 |
| CONTRACT LABOR | $29,268 | $3,423 | $551 | $26,267 |
| LANDSCAPE MAINTENANCE | $148,914 | $36,867 | $24,417 | $111,867 |
| COMMISSIONS | $4,622 | $4,622 | $4,622 | |
| OFFICE EXPENSES | $14,286 | $8,839 | $8,234 | $5,414 |
| MARKETING/PR | $2,767 | $2,724 | $2,724 | $43 |
| EQUIPMENT | $40,816 | $40,816 | $40,816 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PRI INCOME - RESEARCH PARK | $798,652 | $798,652 | $798,652 |
| PRI INCOME - CHAPARRAL TOWNHOUSES | $1,090,482 | $1,090,482 | $1,090,482 |
| ROYALTY INCOME | $56,797 | $56,797 | |
| INTEREST INCOME FROM PROMISSORY NOTES | $39,504 | $39,504 | $39,504 |
| SETTLEMENT PROCEEDS | $1,429 | ||
| LAND LEASE | $63,000 | $63,000 | $63,000 |
| INVESTMENT INCOME FROM FLOW-THROUGH | $7,684 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $5,351,514 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OCRA INTEREST RESERVE | Desc |
| BOY Book Value | $300,000 | BOYBookValueAmt |
| EOY Book Value | $300,000 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA CITY RENEWAL AUTHORITY A-2 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $6,500,000 | LoanOriginalAmt |
| Balance Due | $1,086,350 | BalanceDueAmt |
| Note | 2007-08 | NoteDt |
| Loan Maturity | 2022-07 | LoanMaturityDt |
| Repayment Terms | MONTHLY | RepaymentTermsTxt |
| Interest | 0 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | RESEARCH PARK CONSTRUCTION | LoanPurposeTxt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MANAGEMENT FEES | $69,768 | $69,768 | $69,768 | |
| CONSULTING FEES | $45,000 | $2,250 | $45,000 | |
| INVESTMENT MANAGEMENT FEES | $398,636 | $398,636 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $20,978 | $20,065 | $19,733 | $917 |
| FEDERAL EXCISE TAX | $51,000 | |||
| REAL ESTATE TAXES | $87,106 | $87,106 | $87,106 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CV SUBSIDIARY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 RESEARCH PARKWAY | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260061221 | EIN |
| Desc | NON-UBI RENTS | NOT A QUALIFIED SPECIFIED PAYMENT | NOT A QUAL. BUSN HLDG. | Desc |
| Amt | $791,870 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,870 | TotalAmt |
Comments