ZINK FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ZINK FAMILY FOUNDATION (EIN 23-7246964)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-01-26
- IRS object ID
- 202120269349100512
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-26T13:23:36-08:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 474609457 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halley McDaniel & Cuite PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 E 21st Street Suite 102 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237246964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN STEELE ZINK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 9182937566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22151 E 91ST ST | AddressLine1Txt |
| City | BROKEN ARROW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARTON ZINK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2021-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JANE HALLEY CPA | PreparerPersonNm |
| PTIN | P00094907 | PTIN |
| Phone | 9184880809 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $48,143,522 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $997,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $997,698 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,491,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,443,067 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,502,825 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,163 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,491,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,500,523 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $70 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $35 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $35 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $183,092 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $109,474 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $73,618 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $95 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $95 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,018 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,139 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,027 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,027 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $206,552 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,053 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,378,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,378,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,585,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,455,553 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,379,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $8,738 | CashEOYAmt |
| Cash EOYFMV | $8,738 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,079,259 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,660,270 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,660,270 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $37,912,096 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,375,360 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,474,514 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $300,000 | OtherAssetsBOYAmt |
| Total Assets BOY | $40,291,356 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,044,368 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,143,522 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $40,291,356 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,291,356 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,044,368 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,291,356 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,044,368 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,291,356 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,704 | ExcessRevenueOverExpensesAmt |
| Other Increases | $35,647 | OtherIncreasesAmt |
| Subtotal | $40,233,299 | SubtotalAmt |
| Other Decreases | $188,931 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,044,368 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM GAINS AND LOSSES | P | 2017-01-01 | 2019-11-05 | $19,002,546 | $17,589,090 | $1,413,456 | $1,413,456 |
| LT CAP GAIN DIST | P | $163,486 | $163,486 | $163,486 | |||
| CAP GAIN DIST - SEC 1250 | P | $81 | $81 | $81 | |||
| SHORT TERM GAINS AND LOSSES | P | 2019-11-01 | 2020-02-27 | $1,276,524 | $1,362,490 | -$85,966 | -$85,966 |
| SPUR - SHORT TERM CAP GAIN | P | 2019-11-01 | 2020-02-27 | $430 | $430 | $430 | |
| Wash Sale | $11,338 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,502,825 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,665,936 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,406,698 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05745 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,343,176 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $47,996,497 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04882 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,188,057 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $45,934,012 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04764 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,160,206 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $43,672,226 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04946 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,137,983 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,092,970 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04638 | DistributionYr5Rt |
| Total Distribution | 0.249750 | TotalDistributionRt |
| Average Distribution | 0.049950 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,312,526 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,363,261 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,799 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,387,060 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,455,553 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $23,799 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,799 | SubtotalAmt |
| Tax Based On Investment Income | $23,799 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,576 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $19,576 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $153 | EsPenaltyAmt |
| Tax Due | $4,376 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9182937566 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22151 E 91ST ST | AddressLine1Txt |
| City | BROKEN ARROW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DARTON ZINK | ||||||
| PO BOX 52508 | TULSA | OK | 74152 | TRUSTEE | 0.00 | $0 |
| JAMIE ZINK | ||||||
| PO BOX 52508 | TULSA | OK | 74152 | Trustee | 0.00 | $0 |
| CAROLINE ABBOTT | ||||||
| 2311 NORTH ELWOOD | TULSA | OK | 74106 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF OKLAHOMA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1620 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741011620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INV. & CUST. FEES | ServiceTypeTxt |
| Compensation | $130,973 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,288,952 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,744,069 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,033,021 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $48,033,021 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $720,495 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,312,526 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,365,626 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,365,626 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,799 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,799 | TotalTaxAmt |
| Distributable Before Adj | $2,341,827 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,341,827 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,341,827 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,455,553 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,455,553 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23,799 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,431,754 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,341,827 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,759,408 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,455,553 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,759,408 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $696,145 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,645,682 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TAMERA SHEAFFER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22151 EAST 91ST STREET | AddressLine1Txt |
| City | BROKEN ARROW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9182860244 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS MAY BE VERBAL OR WRITTEN AND SHOULD INCLUDE THE PURPOSE OF THE REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | WRITTEN - ANY TIME. VERBAL - PRESENTED TO BRD OF TRUSTEES | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY ORGANIZATIONS ENTITLED TO EXEMPTION UNDER IRS SEC. 501(C)(3) AND THOSE QUALIFYING AS PUBLIC CHARITIES UNDER OKLAHOMA LAW. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YWCA OF TULSA | |||||||
| 1910 S LEWIS | TULSA | OK | 74104 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| RIVER PARKS FOUNDATION | |||||||
| 2424 E 21 St SUITE 300 | TULSA | OK | 74114 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $50,000 |
| MENTAL HEALTH ASSOC OF OKLAHOMA | |||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 74135 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $15,000 |
| CHILD ABUSE NETWORK INC | |||||||
| 2829 S SHERIDAN | TULSA | OK | 74129 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $10,000 |
| GIRL SCOUTS OF EASTERN OKLAHOMA | |||||||
| 2432 E 51ST STREET | TULSA | OK | 74105 | NONE | PC | RESTRICTED:JULIETTE LOW LEADERSHIP SOCIETY $10,000 UNRESTRICTED: GENERAL OPERATIONS $60,000 | $70,000 |
| JUNIOR ACHIEVEMENT OF OKLAHOMA INC | |||||||
| 3947 S 103RD E AVE | TULSA | OK | 74146 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $18,000 |
| GEORGE MIKSCH SUTTON AVIAN RESEARCH | |||||||
| PO BOX 2007 | BARTLESVILLE | OK | 74005 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $6,500 |
| TULSA ZOO MANAGEMENT INC | |||||||
| 6421 E 36TH ST NORTH | TULSA | OK | 74115 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $15,000 |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE SUITE 600 | TULSA | OK | 74136 | NONE | PC | RESTRICTED: A GATHERING PLACE FOR TULSA FUND | $150,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATIO | |||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | NONE | PC | RESTRICTED: ZINK FUND,OSU POSSE, COLLEGE OF ENGINEERING, SAE BAJA TEAM, SAE FORMULA RACING TEAM, ZINK CENTER FOR COMPETITIVE INNOVATION & LEADERSHIP $650,000UNRESTRICTED: GENERAL OPERATIONS $10,000 | $650,000 |
| ABILITY RESOURCES | |||||||
| 823 S DETROIT AVE STE 110 | TULSA | OK | 74120 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $30,000 |
| CAMP SEA GULL | |||||||
| 801 CORPORATE CENTER DR | RALEIGH | NC | 27607 | NONE | PC | RESTRICTED: CAMP SEA GULL & CAMP SEAFARER GENERAL OPERATIONS | $5,000 |
| CASA | |||||||
| 700 S BOSTON SUITE 230 | TULSA | OK | 74119 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS/ PROGRAM SUPPORT | $5,000 |
| CHOREGUS PRODUCTIONS | |||||||
| 6440 S LEWIS AVE STE 2200 | TULSA | OK | 74136 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| EMERGENCY INFANT SERVICES | |||||||
| 1110 S DENVER AVE | TULSA | OK | 74119 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $20,000 |
| MIZEL JEWISH COMMUNITY DAY SCHOOL | |||||||
| 2021 E 71ST ST | TULSA | OK | 74136 | NONE | PC | UNRESTRICTED:GENERAL OPERATIONS | $5,000 |
| HOLLAND HALL SCHOOL INC | |||||||
| 5666 E 81st St | TULSA | OK | 74137 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $10,000 |
| INDIAN NATIONS COUNCIL INC BSA | |||||||
| 4295 S GARNETT ROAD | TULSA | OK | 74146 | NONE | PC | RESTRICTED: Z-BASE CAMPAIGN, TROOP 153, GRAVES ENDOWMENT: $721,000UNRESTRICTED: GENERAL OPERATING $ 110,000 | $831,000 |
| IRON GATE | |||||||
| 501 W ARCHER ST | TULSA | OK | 74103 | NONE | PC | UNRESTRICTED: GENERAL OPERATING | $5,000 |
| THE PHILBROOK MUSEUM OF ART INC | |||||||
| 2727 S ROCKFORD RD | TULSA | OK | 74114 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $80,000 |
| PLANNED PARENTHOOD | |||||||
| 4401 W 109TH ST STE 200 | OVERLAND PARK | KS | 66211 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $40,000 |
| TULSA AREA UNITED WAY | |||||||
| 1430 SOUTH BOULDER | TULSA | OK | 74119 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $30,000 |
| TULSA BALLET | |||||||
| 1212 E 45TH PLACE | TULSA | OK | 74105 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $50,000 |
| TULSA CARES | |||||||
| 3712 E 11TH ST | TULSA | OK | 74112 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $21,000 |
| TULSA DAY CENTER FOR THE HOMELESS I | |||||||
| 415 W ARCHER | TULSA | OK | 74103 | NONE | PC | RESTRICTED: CASE MANAGEMENT AND EVICTION PREVENTION PROGRAM | $15,000 |
| TULSA OPERA | |||||||
| 1610 SOUTH BOULDER | TULSA | OK | 74119 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $25,000 |
| TULSA SYMPHONY ORCHESTRA INC | |||||||
| 117 N BOSTON STE 201 | TULSA | OK | 74103 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $43,500 |
| UNIVERSITY OF TULSA | |||||||
| 600 S COLLEGE | TULSA | OK | 74104 | NONE | PC | RESTRICTD: KWGS - THE VOICE OF TULSA,NIMROD CONFERENCE, TURC, PRESIDENTIAL SCHOLARSHIP, LAW SCHOOL | $76,000 |
| YOUTH SERVICES OF TULSA INC | |||||||
| 311 S MADISON AVE | TULSA | OK | 74120 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $25,000 |
| RESONANCE CENTER FOR WOMEN | |||||||
| 1608 S ELWOOD AVE | TULSA | OK | 74119 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $20,000 |
| LEGAL AID SERVICES OF OKLAHOMA INC | |||||||
| 907 S DETROIT AVE STE 725 | TULSA | OK | 74120 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $10,000 |
| ROCK VOLUNTEER FIRE DEPT | |||||||
| 12311 ROCK SCHOOL ROAD | SKIATOOK | OK | 74070 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $2,500 |
| THE NATURE CONSERVANCY | |||||||
| 10425 SOUTH 82ND EAST AVE-STE 104 | TULSA | OK | 74133 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| GAINING GROUND | |||||||
| 9801 S HUDSON | JENKS | OK | 74037 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $10,000 |
| ASBURY UNITED METHODIST CHURCH | |||||||
| 6767 S MINGO RD | TULSA | OK | 74133 | None | PC | UNRESTRICTED:GENERAL OPERATIONS | $5,000 |
| BSA TROOP 153 FOUNDATION FUND | |||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $4,000 |
| FLIGHT NIGHT | |||||||
| PO BOX 21228 DEPT 10 | TULSA | OK | 74121 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $6,000 |
| TULSA POP KIDS | |||||||
| 1215 S BOULDER AVE W | TULSA | OK | 74119 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,378,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $997,698 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,491,487 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,163 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,491,348 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,491,348 | TotalIncomeProducingActyAmt |
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 FEE | CategoryTxt |
| Amt | $4,250 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,400 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE EQUITY | AT COST | $226,557 | $226,557 |
| TOTAL FIXED INCOME FUNDS | AT COST | $1,745,501 | $1,760,458 |
| TOTAL EQUITY FUNDS | AT COST | $29,812,336 | $36,187,743 |
| TOTAL CORPORATE STOCK | AT COST | $6,374,511 | $8,047,064 |
| TOTAL CONVERTIBLES | AT COST | ||
| TOTAL HEDGE FUNDS | AT COST | $216,455 | $252,692 |
| TOTAL MUTUAL FUNDS | AT COST |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $70 | LegalFeesAmt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL CALL | Desc |
| Amt | $188,931 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| SPUR DIRECT PORTFOLIO EXP | $1,013 | $1,013 |
| SPUR OTHER DEDUCTS | $3,381 | $3,381 |
| SPUR PORTFOLIO DEDUCTIONS | $633 | $633 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $2,163 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE | Desc |
| Amt | $35,647 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK TAX SERVICE FEE | $1,575 | $945 | $0 | $630 |
| BOK MANAGEMENT FEES | $129,398 | $77,639 | $0 | $51,759 |
| PRIMARY FOCUS, LLC | $42,459 | $21,230 | $0 | $21,229 |
| SMA MANAGER FEES | $5,910 | $5,910 | $0 | $0 |
| SPUR MANAGEMENT FEES | $3,750 | $3,750 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL & STATE INCOME TAXES | $8,879 | |
| FOREIGN TAX | $5,139 | $5,139 |
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