EDWARD E & HELEN TURNER BARTLETT FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
EDWARD E & HELEN TURNER BARTLETT FOUNDATION (EIN 73-6092250)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-10
IRS object ID
202021629349100612
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-10T09:34:13-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-06-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY JANE HALLEY CPAPreparerPersonNm
PTINP00094907PTIN
Phone9184880809PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$34,939,742FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$765,311DividendsRevAndExpnssAmt
Dividends Net Invst Incm$765,311DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$355,942NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,072,010GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$355,942CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$58,752OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$571OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,180,005TotalRevAndExpnssAmt
Total Net Invst Incm$1,121,824TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$157,938CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$80,596CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$34,725CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,875AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,875AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$15,916TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,516TaxesNetInvstIncmAmt
Printing And Pub Rev And Expnss$29PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$29PrintingAndPubDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$175,758TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$92,112TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$36,629TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,514,814ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,514,814ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,690,572TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$92,112TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,551,443TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$510,567ExcessRevenueOverExpensesAmt
Net Investment Income$1,029,712NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$379,110SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$81,006SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$81,006SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$615,240USGovernmentObligationsBOYAmt
US Government Obligations EOY$450,293USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$439,347USGovtObligationsEOYFMVAmt
Corporate Stock BOY$13,803,161CorporateStockBOYAmt
Corporate Stock EOY$13,639,942CorporateStockEOYAmt
Corporate Stock EOYFMV$26,782,146CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,545,719CorporateBondsBOYAmt
Corporate Bonds EOY$7,609,278CorporateBondsEOYAmt
Corporate Bonds EOYFMV$7,637,231CorporateBondsEOYFMVAmt
Other Investments BOY$12OtherInvestmentsBOYAmt
Other Investments EOY$12OtherInvestmentsEOYAmt
Other Investments EOYFMV$12OtherInvestmentsEOYFMVAmt
Total Assets BOY$22,343,242TotalAssetsBOYAmt
Total Assets EOY$21,780,531TotalAssetsEOYAmt
Total Assets EOYFMV$34,939,742TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$22,343,242CapitalStockBOYAmt
Capital Stock EOY$21,780,531CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$22,343,242TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$21,780,531TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,343,242TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$21,780,531TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,343,242TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$510,567ExcessRevenueOverExpensesAmt
Subtotal$21,832,675SubtotalAmt
Other Decreases$52,144OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$21,780,531TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LONG TERM CAPITAL GAINS AND LOSSESP2017-01-012019-01-01$1,027,740$716,068$311,672$311,672
LONG TERM CAPITAL GAIN DIVIDENDSP$44,270$44,270$44,270
FieldValueIRS element (for citing)
Capital Gain Net Income$355,942CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,568,469AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$31,964,015NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04907DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,453,458AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$30,922,308NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04700DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,378,524AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$28,901,699NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04770DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,527,195AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$29,688,310NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05144DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,494,491AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$30,287,772NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04934DistributionYr5Rt
Total Distribution0.244555TotalDistributionRt
Average Distribution0.048911AverageDistributionRt
Net Vl Noncharitable Assets$32,570,154NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,593,039AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$10,297NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,603,336AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,551,443QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$20,594InvestmentIncomeExciseTaxAmt
Subtotal$20,594SubtotalAmt
Tax Based On Investment Income$20,594TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$425EsPenaltyAmt
Tax Due$12,219TaxDueAmt

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$117,938
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$32,565,292AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$500,854AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$33,066,146TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$33,066,146AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$495,992CashDeemedCharitableAmt
Net Vl Noncharitable Assets$32,570,154NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,628,508MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,628,508MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,594TaxBasedOnInvestmentIncomeAmt
Total Tax$20,594TotalTaxAmt
Distributable Before Adj$1,607,914DistributableBeforeAdjAmt
Distributable Before Ded$1,607,914DistributableBeforeDedAmt
Distributable As Adjusted$1,607,914DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,551,443ExpensesAndContributionsAmt
Qualifying Distributions$1,551,443QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,551,443AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,607,914DistributableAsAdjustedAmt
Undistributed Income PY$218,244UndistributedIncomePYAmt
Qualifying Distributions$1,551,443QualifyingDistributionsAmt
Applied To Year1$218,244AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,333,199AppliedToCurrentYearAmt
Undistributed Income CY$274,715UndistributedIncomeCYAmt

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 (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OKLAHOMA STATE UNIVERSITY FOUNDATION
400 S MONROE PO BOX 1749STILLWATEROK74076NONEEXEMPTSCHOLARSHIPDEPT OF MUSIC BLDGBAND BOWL EXPENSE$385,500
UNIVERSITY OF OKLAHOMA FOUNDATION
339 WEST BOYD ROOM 118NORMANOK73019NONEEXEMPTSCHOLARSHIPBAND BOWL EXPENSE$112,000
UNIVERSITY OF TULSA
600 SOUTH COLLEGE AVENUETULSAOK74104NONEEXEMPTSCHOLARSHIP$99,000
SAPULPA PUBLIC SCHOOLS
3 SOUTH MISSIONSAPULPAOK74066NONEEXEMPTPROGRAM SERVICES$229,188
SAPULPA AREA CHAMBER FOUNDATION INC
101 EAST DEWEYSAPULPAOK74067NONEEXEMPTPROGRAM SERVICES$34,458
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$10,000
SHOW INC
425 WELLS BLVDSAPULPAOK74066NONEEXEMPTPROGRAM SERVICES$44,923
FAMILY & CHILDRENS SERVICES
650 SOUTH PEORIATULSAOK74120NONEEXEMPTPROGRAM SERVICES$20,000
JUNIOR ACHIEVEMENT
3947 SOUTH 103RD EAST AVENUETULSAOK74146NONEEXEMPTPROGRAM SERVICES$8,000
DVIS
3124 E APACHE STTULSAOK74110NoneEXEMPTPROGRAM SERVICES$35,000
INDIAN NATION CNCL BOY SCOUTS OF AM
4295 S GARNETT ROADTULSAOK74146NoneEXEMPTPROGRAM SERVICES$40,000
CHILD ADVOCACY BOARD OF CREEK CO
10 N MOUNDS STREETSAPULPAOK74066NoneEXEMPTPROGRAM SERVICES$15,000
THE CENTER FOR IND PHYSICAL CHALLEN
815 S UTICA AVENUETULSAOK74104NoneEXEMPTPROGRAM SERVICES$20,000
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$25,000
OSU EXTENSION CREEK COUNTY 4H
17806 WEST HIGHWAY 66KELLYVILLEOK74039NoneEXEMPTPROGRAM SERVICES$10,620
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$10,400
THE SALVATION ARMY
PO BOX 397TULSAOK74101NoneEXEMPTPROGRAM SERVICES$32,500
OKLAHOMA FOUNDATION FOR EXCELLENCE
101 PARK AVE 420OKLAHOMA CITYOK73102NoneEXEMPTPROGRAM SERVICES$10,000
CURA MEDICAL CLINIC
PO BOX 1734SAND SPRINGSOK74063NoneEXEMPTPROGRAM SERVICES$10,000
UNIVERSITY OF OKLAHOMA MARCHING BAN
500 WEST BOYDNORMANOK73019NoneEXEMPTROGRAM SUPPORT$10,000
OKLAHOMA STATE UNIVERISTY MARCHING
219 STUDENT UNION HALLSTILLWATEROK74078NoneEXEMPTPROGRAM SUPPORT$10,000
TULSA CATTLE BARON'S BALL
4110 S 100TH E AVETULSAOK74146NoneEXEMPTPROGRAM SUPPORT$10,000
OASIS
1500 E DEWEY AVESAPULPAOK74066NoneEXEMPTPROGRAM SUPPORT$23,725
SAPULPA PARK FRIENDS FOUNDATION
515 E DEWEY AVESAPULPAOK74066NoneEXEMPTGENERAL SUPPORT$30,000
HOSPICE OF GREEN COUNTRY
1120 S BOSTON AVETULSAOK74119NoneEXEMPTGENERAL SUPPORT$10,000
BRISTOW SOCIAL SERVICES INC
PO BOX 574BRISTOWOK74010NoneEXEMPTPROGRAM SUPPORT$1,000
LINDSEY HOUSE
601 SOUTH ELGIN AVENUETULSAOK74120NoneEXEMPTGENERAL SUPPORT$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,514,814TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$765,311ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$355,942ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
FEDERAL TAX REFUND1$8,181
LITIGATION SETTLEMENTS1$559
MINERAL INCOME15$12
NON-TAXABLE CORP ACTION1$50,000

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,180,005ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,180,005TotalIncomeProducingActyAmt

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$7,609,278EOYBookValueAmt
EOYFMV$7,637,231EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$13,639,942EOYBookValueAmt
EOYFMV$26,782,146EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$450,293USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$439,347USGovtObligationsEOYFMVAmt

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)
DescBOOK/TAX DIFFERENCEDesc
Amt$52,144Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAX REFUND$8,181
LITIGATION SETTLEMENTS$559$559
MINERAL INCOME$12$12
NON-TAXABLE CORP ACTION$50,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX$4,400
FOREIGN TAX PAID$11,516$11,516

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