CUESTA FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: CUESTA FOUNDATION INC (EIN 73-6091550)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-09-03
IRS object ID: 202522469349100517
Schema version: 2024v5.0
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 Corp Stock Schedule
Investments Other Schedule2
Other Assets 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	2025-09-03T14:23:58-04:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	461765638	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ROBISON GARY JOHNSON & ASSOCIATES PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	14220 BARBOUR AVE	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73134	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	736091550	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE CUESTA FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CUES	BusinessNameControlTxt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1024 E BRITTON RD STE 200	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73131	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GREG OLIPHANT	PersonNm
Person Title	CHAIRMAN/PRESIDENT	PersonTitleTxt
Phone	4057555571	PhoneNum
Signature	2025-05-08	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CLAYTON D COLLUM	PreparerPersonNm
PTIN	P00656506	PTIN
Phone	4055073905	PhoneNum
Preparation	2025-05-08	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,383,112	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$21	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$21	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$89,823	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$89,823	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$100,443	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,170,152	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$100,443	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$45	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$45	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$190,332	TotalRevAndExpnssAmt
Total Net Invst Incm	$190,332	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$2,210	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$2,210	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$87,034	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$67,030	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$20,004	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$4,070	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$4,070	TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$3,055	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$3,055	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$2,164	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$2,164	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$98,533	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$71,100	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$27,433	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$139,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$139,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$237,533	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$71,100	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$166,433	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$47,201	ExcessRevenueOverExpensesAmt
Net Investment Income	$119,232	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$88,953	CashBOYAmt
Cash EOY	$132,012	CashEOYAmt
Cash EOYFMV	$132,012	CashEOYFMVAmt
Corporate Stock BOY	$1,606,484	CorporateStockBOYAmt
Corporate Stock EOY	$1,735,866	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,735,866	CorporateStockEOYFMVAmt
Other Investments BOY	$1,618,562	OtherInvestmentsBOYAmt
Other Investments EOY	$1,491,918	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,491,918	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$23,316	OtherAssetsBOYAmt
Other Assets EOY	$23,316	OtherAssetsEOYAmt
Other Assets EOYFMV	$23,316	OtherAssetsEOYFMVAmt
Total Assets BOY	$3,337,315	TotalAssetsBOYAmt
Total Assets EOY	$3,383,112	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,383,112	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$3,337,315	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$3,383,112	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,337,315	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,383,112	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,337,315	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,383,112	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,337,315	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$47,201	ExcessRevenueOverExpensesAmt
Other Increases	$92,998	OtherIncreasesAmt
Subtotal	$3,383,112	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$3,383,112	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	PUBLICLY TRADED SECURITIES	PropertyDesc
How Acquired	P	HowAcquiredCd
Gross Sales Price	$1,159,586	GrossSalesPriceAmt
Cost Or Other Basis	$1,069,709	CostOrOtherBasisAmt
Gain Or Loss	$89,877	GainOrLossAmt
Gains Minus Excess Or Losses	$89,877	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$100,443	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$89,877	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,657	InvestmentIncomeExciseTaxAmt
Subtotal	$1,657	SubtotalAmt
Tax Based On Investment Income	$1,657	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,735	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$3,735	TotalPaymentsAndCreditsAmt
Overpayment	$2,078	OverpaymentAmt
Applied To ES Tax	$2,078	AppliedToESTaxAmt

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	WWW.FMIOKC.COM/CLIENTS/CUESTA	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	FOUNDATION MANAGEMENT INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4057555571	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1024 E BRITTON RD STE 200	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73131	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
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 (7 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
GREG OLIPHANT
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	CHAIRMAN/PRE	000.00	$0	$0	$0
THOMAS OLIPHANT
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	VICE PRES/TR	000.00	$0	$0	$0
ERIC OLIPHANT
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	LIFETIME DIR	000.00	$0	$0	$0
JAMIE OLIPHANT
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	DIRECTOR	000.00	$0	$0	$0
SAWYER OLIPHANT
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	ADVISORY DIR	000.00	$0	$0	$0
KARI BLAKLEY
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	SECRETARY	000.00	$0	$0	$0
NANCY GADEN
1024 E BRITTON ROAD SUITE 200	OKLAHOMA CITY	OK	73131	ASSISTANT TR	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,226,415	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$110,481	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$23,316	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,360,212	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$3,360,212	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$50,403	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,309,809	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$165,490	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$165,490	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,657	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,657	TotalTaxAmt
Distributable Before Adj	$163,833	DistributableBeforeAdjAmt
Distributable Before Ded	$163,833	DistributableBeforeDedAmt
Distributable As Adjusted	$163,833	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$166,433	ExpensesAndContributionsAmt
Qualifying Distributions	$166,433	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$163,833	DistributableAsAdjustedAmt
Undistributed Income PY	$155,802	UndistributedIncomePYAmt
Qualifying Distributions	$166,433	QualifyingDistributionsAmt
Applied To Year1	$155,802	AppliedToYear1Amt
Applied To Current Year	$10,631	AppliedToCurrentYearAmt
Undistributed Income CY	$153,202	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	CUESTA FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O FOUNDATION MANAGEMENT INC	AddressLine1Txt
Address Line2	1024 E BRITTON ROAD SUITE 200	AddressLine2Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73131	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	4057555571	RecipientPhoneNum
Recipient Email Address	FMIOKC.COM/CLIENTS/CUESTA	RecipientEmailAddressTxt
Form And Info And Materials	CUESTA FOUNDATION GRANT APPLICATION IS AVAILABLE ONLINE AT HTTPS://FMIOKC.COM/CLIENTS/CUESTA/ APPLICATION DEADLINES ARE ALSO POSTED ON THE WEBSITE.	FormAndInfoAndMaterialsTxt
Submission Deadlines	APPLICATION DEADLINES ARE POSTED ON THE WEBSITE.	SubmissionDeadlinesTxt
Restrictions On Awards	N/A	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
TULSA CHILDREN'S MUSEUM DBA DISCOVE
3123 RIVERSIDE DRIVE	TULSA	OK	74105	NONE	501(C)(3)	CAPITAL PLEDGE PAYMENT	$62,500
THE UNIVERSITY OF TULSA
800 S TUCKER DR	TULSA	OK	74112	NONE	501(C)(3)	OLIPHANT HALL ENDOWMENT	$10,000
AMERICAN INDIAN ARTIST AMERINDA INC
288 E 10TH ST	NEW YORK CITY	NY	10009	NONE	501(C)(3)	PRETTY HAIR FILM - HANNA ROSE WALLER	$1,000
BISHOP KELLEY HIGH SCHOOL
3905 S HUDSON AVE	TULSA	OK	74135	NONE	501(C)(3)	COMET LEVEL BOOSTER CLUB SPONSORSHIP	$2,500
CHILD ABUSE NETWORK INC
2815 SOUTH SHERIDAN ROAD	TULSA	OK	74129	NONE	501(C)(3)	CHILD ABUSE MULTI-DISCIPLINARY TEAM	$2,500
CHURCH STUDIO MUSIC FOUNDATION
304 SOUTH TRENTON AVE	TULSA	OK	74120	NONE	501(C)(3)	ARTIST GRANTS	$2,000
COMMUNITY ACTION PROJECT OF TULSA C
5330 E 31ST STREET	TULSA	OK	74135	NONE	501(C)(3)	HOME VISITING PROGRAM FOR FAMILIES W	$2,500
COMMUNITY FOOD BANK OF EASTERN OKLA
1304 N KENOSHA AVENUE	TULSA	OK	74106	NONE	501(C)(3)	FUNDS TO SUPPORT PURCHASE OF FOOD (P	$5,000
CROSSTOWN LEARNING CENTER INC
2501 EAST ARCHER STREET	TULSA	OK	74110	NONE	501(C)(3)	REDUCING THE EDUCATION GAP	$2,000
DOMESTIC VIOLENCE INTERVENTION SERV
3124 E APACHE STREET	TULSA	OK	74110	NONE	501(C)(3)	PROGRAM SUPPORT FOR SURVIVORS OF DOM	$2,500
GLOBAL GARDENS
PO BOX 52034	TULSA	OK	74152	NONE	501(C)(3)	UNRESTRICTED SUPPORT	$1,000
HOLY FAMILY CATHEDRAL
820 S BOULDER AVE	TULSA	OK	74119	NONE	501(C)(3)	ICON EXHIBIT	$3,000
HOLY FAMILY CATHEDRAL
820 S BOULDER AVE	TULSA	OK	74119	NONE	501(C)(3)	ICON INSTALLATION	$3,000
HOLY FAMILY CATHEDRAL
820 S BOULDER AVE	TULSA	OK	74119	NONE	501(C)(3)	ICON INSTALLATION PROJECT	$5,000
JOHN 316 MISSION
575 N 39TH W AVE	TULSA	OK	74127	NONE	501(C)(3)	GENERAL SUPPORT	$500
MEALS ON WHEELS OF METRO TULSA INC
5151 E 51ST ST	TULSA	OK	74135	NONE	501(C)(3)	MORE THAN A MEAL	$2,500
OKLAHOMA CENTENNIAL BOTANICAL GARDE
3900 TULSA BOTANIC DRIVE	TULSA	OK	74127	NONE	501(C)(3)	OPERATIONAL SUPPORT	$2,500
OKLAHOMA WILDLIFE CONSERVATION FOUN
PO BOX 53488	OKLAHOMA CITY	OK	73105	NONE	501(C)(3)	OWCF YOUTH SHOOTING SPORTS ENDOWMENT	$3,250
OKLAHOMA WILDLIFE CONSERVATION FOUN
PO BOX 53488	OKLAHOMA CITY	OK	73105	NONE	501(C)(3)	OWCF YOUTH SHOOTING SPORTS ENDOWMENT	$3,250
RESONANCE CENTER FOR WOMEN
1608 S ELWOOD AVE	TULSA	OK	74119	NONE	501(C)(3)	REBUILDING LIVES AND FAMILIES	$2,500
SAN MIGUEL SCHOOL OF TULSA INC
2444 E ADMIRAL BLVD	TULSA	OK	74110	NONE	501(C)(3)	LEARNING, LITERACY AND THE ARTS: LIT	$2,500
THE BRIDGES FOUNDATION
1813 N ASH	JENKS	OK	74037	NONE	501(C)(3)	WAT PROGRAM EXPANSION: FURNITURE TO	$1,500
THE BRIDGES FOUNDATION
1813 N ASH	JENKS	OK	74037	NONE	501(C)(3)	WAT PROGRAM EXPANSION: FURNITURE TO	$1,000
TULSA CHILDREN'S MUSEUM DBA DISCOVE
3123 RIVERSIDE DRIVE	TULSA	OK	74105	NONE	501(C)(3)	MAD SCIENTIST BALL	$2,500
TULSA REGIONAL STEM ALLIANCE INC
5103 S SHERIDAN RD MAILB	TULSA	OK	74145	NONE	501(C)(3)	FLIGHT NIGHT	$6,500
TULSA REGIONAL STEM ALLIANCE INC
5103 S SHERIDAN RD MAILB	TULSA	OK	74145	NONE	501(C)(3)	FLIGHT NIGHT	$1,000
WALIDS FUND
2777 S ARIZONA AVE 1006	CHANDLER	AZ	85286	NONE	501(C)(3)	GENERAL SUPPORT	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$139,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$21	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$89,823	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$45	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$100,443	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$190,332	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$190,332	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 FEES	CategoryTxt
Amt	$2,210	Amt
Disbursements Charitable Prps	$2,210	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	EQUITIES	StockNm
EOY Book Value	$1,735,866	EOYBookValueAmt
EOYFMV	$1,735,866	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
FIXED INCOME	FMV	$757,046	$757,046
ALTERNATIVES	FMV	$734,872	$734,872

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ORGANIZATIONAL EXPENSE	$106	$106	$106
ART	$23,210	$23,210	$23,210

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INSURANCE	$1,179	$1,179
MEETING EXPENSE	$985	$985

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	MORGAN STANLEY	Desc
Revenue And Expenses Per Books	$45	RevenueAndExpensesPerBooksAmt
Net Investment Income	$45	NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$92,998	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MORGAN STANLEY - ADVISORY FEE	$38,271	$38,271
MANAGEMENT FEES	$20,004		$20,004
PROFESSIONAL FEES	$28,759	$28,759

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	MORGAN STANLEY - FOREIGN TAX PAI	CategoryTxt
Amt	$4,070	Amt
Net Investment Income	$4,070	NetInvestmentIncomeAmt

CUESTA FOUNDATION INC: Form 990PF, tax year 2024

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments