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LETA MCFARLIN CHAPMAN MEMORIAL TR: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LETA MCFARLIN CHAPMAN MEMORIAL TR (EIN 73-6187204)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202013189349312276
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)
Return2020-11-13T17:00:54-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN736187204EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LETA MCFARLIN CHAPMAN MEMORIAL TR 486003AC0BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLETABusinessNameControlTxt
Phone9186191526PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1620AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741011620ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBOKF N A TRUSTEEPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone9186191526PhoneNum
Signature2020-11-12SignatureDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address208.87.239.202IPv4AddressTxt
FieldValueIRS element (for citing)
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFF2B9F72E408515ED5BE7A894E8AE10984171992AtSubmissionCreationDeviceId
At Submission Filing Device IdC5FF2BEBF0FB3EB4321E0B7536DB972CDDD89315AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$120,346,136GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1974FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionPROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.ActivityOrMissionDesc
Voting Members Governing Body2VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$207,484NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$26,247,306PYInvestmentIncomeAmt
CY Investment Income$15,929,244CYInvestmentIncomeAmt
PY Other Revenue$4,859,847PYOtherRevenueAmt
CY Other Revenue$2,892,386CYOtherRevenueAmt
PY Total Revenue$31,107,153PYTotalRevenueAmt
CY Total Revenue$18,821,630CYTotalRevenueAmt
PY Grants And Similar Paid$14,268,305PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$14,250,211CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,052,450PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,028,655CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$229,027PYOtherExpensesAmt
CY Other Expenses$193,831CYOtherExpensesAmt
PY Total Expenses$15,549,782PYTotalExpensesAmt
CY Total Expenses$15,472,697CYTotalExpensesAmt
PY Revenues Less Expenses$15,557,371PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,348,933CYRevenuesLessExpensesAmt
Total Assets BOY$294,838,453TotalAssetsBOYAmt
Total Assets EOY$296,304,969TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$294,838,453NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$296,304,969NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$9,372,637ExpenseAmt
Grant$9,372,637GrantAmt
DescFINANCIAL SUPPORT TO THE UNIVERSITY OF TULSADesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,425,021ExpenseAmt
Grant$1,425,021GrantAmt
DescFINANCIAL SUPPORT TO OKLAHOMA MEDICAL RESEARCH FOUNDATIONDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,425,021ExpenseAmt
Grant$1,425,021GrantAmt
DescFINANCIAL SUPPORT TO TRINITY UNIVERSITYDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$2,027,832ExpenseAmt
Grant$2,027,832GrantAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,027,832TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$2,027,832TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$14,250,511TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members2GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressYes (true)OfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOKF NABusinessNameLine1Txt
Business Name Line2dba BANK OF OKALHOMABusinessNameLine2Txt
FieldValueIRS element (for citing)
Phone9182937567PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1620AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP741011620ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtInstitutional TrusteeInstitutionalTrusteeInd
FRED DORWART
INDIVIDUAL TRUSTEE40.0Yes (X)$45,050$14,950$0
BANK OF OKLAHOMA N A BOK
CORPORATE TRUSTEE40.0$983,605$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,028,655TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$14,950TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,162,575TotalRevenueColumnAmt
Exclusion$5,162,575ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$112,291,175SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$101,524,506SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,766,669SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,766,669TotalRevenueColumnAmt
Exclusion$10,766,669ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
Net Oil & Gas211110$151,083$151,083
Partnerships523000$2,652,663$2,652,663
Class Action Settlements211110$88,640$88,640
FieldValueIRS element (for citing)
Other Revenue Total$2,892,386OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,821,630TotalRevenueColumnAmt
Exclusion$18,821,630ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$14,250,211TotalAmt
Program Services$14,250,211ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,028,655TotalAmt
Management And General$1,028,655ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$5,850TotalAmt
Management And General$5,850ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,700TotalAmt
Management And General$17,700ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$170,281TotalAmt
Management And General$170,281ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$15,472,697TotalAmt
Program Services$14,250,211ProgramServicesAmt
Management And General$1,222,486ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,728BOYAmt
EOY$4,751EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$13,850,464BOYAmt
EOY$13,435,894EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$205,488,044BOYAmt
EOY$202,609,526EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$75,496,217BOYAmt
EOY$80,254,798EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$294,838,453BOYAmt
EOY$296,304,969EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$294,838,453BOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
EOY$296,304,969EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$294,838,453BOYAmt
EOY$296,304,969EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$294,838,453BOYAmt
EOY$296,304,969EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,348,933ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$542,025NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$2,424,442OtherChangesInNetAssetsAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
Acct Compile Or Review BasisAcctCompileOrReviewBasisGrp
FS AuditedfalseFSAuditedInd
FS Audited BasisFSAuditedBasisGrp
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Supported Organizations5SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (5 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
THE UNIVERSITY OF TULSA
7305792985Yes (true)$9,372,637$0
JOHN BROWN UNIVERSITY
7102395765Yes (true)$712,511$0
TRINITY UNIVERSITY
7411096335Yes (true)$1,425,021$0
OKLAHOMA MEDICAL RESEARCH
7305802744Yes (true)$1,425,021$0
ST JOHN MEDICAL CENTER
7305792863Yes (true)$1,315,021$0
FieldValueIRS element (for citing)
Supported Organizations Total5SupportedOrganizationsTotalCnt
Support Sum$14,250,211SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (true)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (true)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (true)SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Other Gross Income OtherGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$31,107,153PriorYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

FieldValueIRS element (for citing)
Prior Year$31,107,153PriorYearAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Production Income ProductionIncomeGrp

FieldValueIRS element (for citing)
Prior Year$1,052,450PriorYearAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
Prior Year$229,027PriorYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

FieldValueIRS element (for citing)
Prior Year$29,825,676PriorYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

FieldValueIRS element (for citing)
Prior Year$311,903,853PriorYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

FieldValueIRS element (for citing)
Prior Year$8,588,287PriorYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

FieldValueIRS element (for citing)
Prior Year$320,492,140PriorYearAmt
FieldValueIRS element (for citing)
Discount Claimed$0DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

FieldValueIRS element (for citing)
Prior Year$320,492,140PriorYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

FieldValueIRS element (for citing)
Prior Year$4,807,382PriorYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

FieldValueIRS element (for citing)
Prior Year$315,684,758PriorYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

FieldValueIRS element (for citing)
Prior Year$11,048,967PriorYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

FieldValueIRS element (for citing)
Prior Year$0PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

FieldValueIRS element (for citing)
Prior Year$11,048,967PriorYearAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
CY Adj Net Income Distributable$29,825,676CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income$25,351,825CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable$11,048,967CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum$25,351,825CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY$0CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted$25,351,825CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

FieldValueIRS element (for citing)
CY Paid Accomplish Exempt Prps$14,250,211CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity$0CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid$0CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid$0ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside$0QualifiedSetAsideAmt
CY Other Distributions$0CYOtherDistributionsAmt
CY Total Annual Distributions$14,250,211CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org$0CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted$25,351,825CYDistributableAsAdjustedAmt
CY Distribution Yr0CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

FieldValueIRS element (for citing)
CY Distributable As Adjusted$25,351,825CYDistributableAsAdjustedAmt
Underdistributions$0UnderdistributionsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,000,665ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,000,665TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY$0CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY$13,000,665CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied$0CarryoverPYNotAppliedAmt
Excess Distribution Cyov$0ExcessDistributionCyovAmt
CY Total Annual Distributions$14,250,211CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY$0CYDistribAppUnderdistriPYAmt
CY Distri App Distributable$12,351,160CYDistriAppDistributableAmt
Excess Distribution$1,899,051ExcessDistributionAmt
Remaining Underdistri PY$0RemainingUnderdistriPYAmt
Remaining Underdistri CY$0RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr$1,899,051ExcessDistriCyovToNextYrAmt
Excess From Year5$0ExcessFromYear5Amt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$1,899,051ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSECTION D QUESTIONS 2 and 3FormAndLineReferenceDesc
ExplanationThe officers, directors, and trustees of the supported organizations h ave a significant voice in the investment policies of the supporting o rganization through annual meetings and regular communications regardi ng the supporting organization's investments and plans for distributio ns.ExplanationTxt

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp (7 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CHAPMAN HEDGED LLC$18,429,632C
REAL ESTATEC
PRIVATE EQUITY$34,707,163C
MINERAL INTEREST$132C
DOCUMENTS$4C
CHAPMAN REAL ASSETS LLC$27,117,714C
CHAPMAN OPPORTUNISTIC LLC$153C
FieldValueIRS element (for citing)
Total Book Value Securities$80,254,798TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescLIABILITIESDesc

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
THE UNIVERSITY OF TULSA
800 S TUCKER DRIVETULSAOK74104730579298501(c)(3)$9,372,637SUPPORT UNIVERSITY
JOHN BROWN UNIVERSITY
2000 WEST UNIVERSITY DRIVESILOAM SPRINGSAR72761710239576501(c)(3)$712,511SUPPORT UNIVERSITY
TRINITY UNIVERSITY
ONE TRINITY PLACESAN ANTONIOTX78212741109633501(c)(3)$1,425,021SUPPORT UNIVERSITY
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STREETOKLAHOMA CITYOK73105730580274501(c)(3)$1,425,021SUPPORT FOUNDATION
ST JOHN MEDICAL CENTER
1923 S UTICA AVETULSAOK74104730579286501(c)(3)$1,345,021SUPPORT MEDICAL CENTER
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceEXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2FormAndLineReferenceDesc
ExplanationTHIS ENTITY WORKS CLOSELY WITH THE ORGANIZATIONS IT SUPPORTS. THUS IT IS CONSTANTLY AWARE OF THE USE OF GRANT FUNDS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ADDITIONAL TEXT TO BE ADDED TO SCHEDULE R ENTRY FOR BOK.INSTITUTIONAL TRUSTEE ALSO SERVES AS SOLE TRUSTEE ON APPROXIMATELY 40 CHARITABLE TRUSTS UNRELATED TO THIS FILING ORGANIZATION.
EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4dST JOHN MEDICAL CENTER FOUNDATION, 1923 SOUTH UTICA AVENUE, TULSA, OK EIN: 73-0579286, IRC SECTION 501(c)(3) AMOUNT OF GRANT $1,315,021 JOHN BROWN UNIVERSITY, 2000 W UNIVERSITY, SILOAM SPRINGS, AR EIN: 71-0239576 IRC SECTION 501(c)(3) AMOUNT OF GRANT $712,510.54
FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEWPREPARED INTERNALLY AND JOINTLY REVIEWED BY TRUSTEES
EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9FREDERIC DORWART 124 E 4TH ST TULSA, OK 74103
FORM 990, PAGE 6, PART VI, LINE 15aTHERE ARE NO EMPLOYEES COMPENSATED. THE ONLY COMPENSATION FROM THE ENTITY IS THE INSTITUTIONAL AND INDIVIDUAL TRUSTEE FEES.
FORM 990, PAGE 6, PART VI, LINE 18THE ORGANIZATION MAKES ITS FORMS 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE CARE OF BANK OF OKLAHOMA, N.A.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE CARE OF BANK OF OKLAHOMA, N.A.
FORM 990, PAGE 7, PART VII, SECTION ABANK OF OKLAHOMA - 40 HOURS PER WEEK. FRED DORWART- 40 HOURS PER WEEK IN CONJUNCTION WITH STAFF MEMBERS OF HIS LAW FIRM
EXPLANATION FOR FORM 990, PART XI, LINE 9UNREALIZED GAINS & LOSSES FROM PASS-THROUGH ENTITIES, SIGNIFICANT REDUCTION OF COST BASIS OF MINERAL INTERESTS, AND NON-TAXABLE INCOME (MUNICIPAL INTEREST & PRINCIPAL DISTRIBUTIONS)

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (13 entries)

Business Name Line2DisregardedEntityName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
JA & LETA CHAPMAN TRUST GENERAL
48-6001-AC-4PO BOX 1620TULSAOK741011620736090486SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
JA & LETA CHAPMAN CHARITABLE TRUST
48-6002-AC-2PO BOX 1620TULSAOK741011620736112228SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
COWLES MEMORIAL TRUST
48-6004-AC-8PO BOX 1620TULSAOK741011620736198782SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
WALTER PAULINE M MEMORIAL TRUST
48-6005-AC-5PO BOX 1620TULSAOK741011620736202627SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
JAMES A & LETA CHAPMAN TESTAMENTARY TRUST
48-6006-AC-3PO BOX 1620TULSAOK741011620736113144SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
MCFARLIN IDA M MEMORIAL TRUST
48-6010-AC-5PO BOX 1620TULSAOK741011620736090533SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
MCFARLIN R M & IDA M MEMORIAL TRUST
48-6011-AC-3PO BOX 1620TULSAOK741011620736111733SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
CHAPMAN ENDOWMENT TRUST
48-6012-AC-1PO BOX 1620TULSAOK741011620736109142SUPPORT CHARITIESOK501(C)(3)509(A)(3)NAfalse
THE UNIVERSITY OF TULSA
800 S TUCKER DRIVETULSAOK74104730579298SCHOOLOK501(c)(3)falseN/A
JOHN BROWN UNIVERSITY
2000 WEST UNIVERSITY DRIVESILOAM SPRINGSAR72761710239576SCHOOLAR501(c)(3)falseN/A
TRINITY UNIVERSITY
ONE TRINITY PLACESAN ANTONIOTX78212741109633SCHOOLTX501(c)(3)falseN/A
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STREETOKLAHOMA CITYOK73105730580274MEDICAL RESEARCHOK501(c)(3)falseN/A
ST JOHN MEDICAL CENTER
1923 S UTICA AVETULSAOK74104730579286HOSPITALOK501(c)(3)falseN/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

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