CUESTA FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CUESTA FOUNDATION INC (EIN 73-6091550)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202023179349101382
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T11:13:29-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | ERIC OLIPHANT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4057555571 | PhoneNum |
| Signature | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLAYTON D COLLUM | PreparerPersonNm |
| PTIN | P00656506 | PTIN |
| Phone | 4055073905 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 11:13:29 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D0857DED9F2FBB98F06529B49EEF99210EF20A3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D57857849449A4ED26017FFB696F2A659EC8C675 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,824,878 | 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 | $582 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $582 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $76,252 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,252 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,372 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,091,310 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,372 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $105,206 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,206 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,579 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,579 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,620 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,289 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,331 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,374 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,360 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,623 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,623 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,196 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,649 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,533 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $249,856 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,649 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $195,193 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$144,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,557 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $115,872 | CashBOYAmt |
| Cash EOY | $87,963 | CashEOYAmt |
| Cash EOYFMV | $87,963 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,799,204 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,005,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,005,631 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,454,732 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,731,178 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,731,178 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $106 | OtherAssetsBOYAmt |
| Other Assets EOY | $106 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $106 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,369,914 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,824,878 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,824,878 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,369,914 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,824,878 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,369,914 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,824,878 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,369,914 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,824,878 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,369,914 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$144,650 | ExcessRevenueOverExpensesAmt |
| Other Increases | $601,858 | OtherIncreasesAmt |
| Subtotal | $3,827,122 | SubtotalAmt |
| Other Decreases | $2,244 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,824,878 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $347,718 | $346,546 | $1,172 | $1,172 |
| PUBLICLY TRADED SECURITIES | P | $730,755 | $716,392 | $14,363 | $14,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,372 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $15,535 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,575 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,750,383 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048682 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $174,526 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,681,085 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047412 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $189,409 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,461,258 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054723 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $185,805 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,751,872 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049523 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $181,976 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,832,757 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047479 | DistributionYr5Rt |
| Total Distribution | 0.247819 | TotalDistributionRt |
| Average Distribution | 0.049564 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,543,436 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $175,627 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $596 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $176,223 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $195,193 | 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 | $596 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $596 | SubtotalAmt |
| Tax Based On Investment Income | $596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,240 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $4,641 | OverpaymentAmt |
| Applied To ES Tax | $4,641 | 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 |
|---|---|---|---|---|---|---|---|---|
| ARLINE OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| ERIC OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| GREG OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| THOMAS OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| JAMIE OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| WILL MERRICK | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | SECRETARY | 000.00 | $0 | $0 | $0 |
| SHERRIE SCHROEDER | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | 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 | $3,495,373 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,918 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $106 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,597,397 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,597,397 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,961 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,543,436 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,172 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,172 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $596 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $596 | TotalTaxAmt |
| Distributable Before Adj | $176,576 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $176,576 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $176,576 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $195,193 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $195,193 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $596 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $194,597 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,576 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $170,021 | UndistributedIncomePYAmt |
| Qualifying Distributions | $195,193 | QualifyingDistributionsAmt |
| Applied To Year1 | $170,021 | AppliedToYear1Amt |
| Applied To Current Year | $25,172 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $151,404 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| TULSA BOYS' HOME | ||||||||
| PO BOX 1101 | TULSA | OK | 74011 | NONE | 501(C)(3) | BUTTERCUP BASH | $1,000 | |
| TULSA IRISHFEST INC | ||||||||
| 2 WEST 6TH ST SUITE 505 | TULSA | OK | 74119 | NONE | 501(C)(3) | FESTIVAL | $1,000 | |
| WALIDS FUND | ||||||||
| 2700 N CENTRAL AVE LL 150 | PHOENIX | AZ | 85004 | NONE | 501(C)(3) | DISCRETIONARY GRANT - TOM OLIPHANT | $5,000 | |
| TULSA CHILDREN'S MUSEUM | ||||||||
| 560 N MAYBELLE AVE | TULSA | OK | 74127 | NONE | 501(C)(3) | DISCRETIONARY GRANT - JAMIE OLIPHANT | $2,500 | |
| CROSSTOWN LEARNING CENTER | ||||||||
| 2501 E ARCHER ST | TULSA | OK | 74110 | NONE | 501(C)(3) | DISCRETIONARY GRANT - JAMIE OLIPHANT | $2,500 | |
| UNIVERSITY OF TULSA | ||||||||
| 800 S TUCKER DR | TULSA | OK | 74112 | NONE | 501(C)(3) | OLIPHANT HALL ADA DOOR | $3,660 | |
| TULSA CHARITY FIGHT NIGHT INC | ||||||||
| PO BOX 521067 | TULSA | OK | 74152 | NONE | 501(C)(3) | GREG & ERIC OLIPHANT | $6,000 | |
| JOHN 316 MISSION | ||||||||
| 575 N 36TH W AVE | TULSA | OK | 74127 | NONE | 501(C)(3) | GREG OLIPHANT | $2,500 | |
| BIG BROTHERS BIG SISTERS OF OK | ||||||||
| 1401 S BOULDER SUITE 300 | TULSA | OK | 74119 | NONE | 501(C)(3) | ONE-TO-ONE YOUTH MENTORING | $2,000 | |
| CAR CARE CLINIC INC | ||||||||
| 2008 EAST PINE ST | TULSA | OK | 74110 | NONE | 501(C)(3) | AUTO REPAIR & AFFORDABLE TRANSPORT | $2,500 | |
| CATHOLIC CHARITIES TULSA | ||||||||
| PO BOX 580460 | TULSA | OK | 74158 | NONE | 501(C)(3) | LOVE CHANGING LIVES THROUGH EDUC | $2,500 | |
| CHILD ABUSE NETWORK | ||||||||
| 2829 S SHERIDAN RD | TULSA | OK | 74129 | NONE | 501(C)(3) | TULSA COUNTY MULTIDISCIPLINARY TEAM | $2,000 | |
| CITY YEAR TULSA | ||||||||
| 15 E 5TH ST | TULSA | OK | 74103 | NONE | 501(C)(3) | POWER OF THE RED JACKETS IN SCHOOL | $5,000 | |
| CROSSTOWN LEARNING CENTER | ||||||||
| 2501 E ARCHER ST | TULSA | OK | 74110 | NONE | 501(C)(3) | OPERATIONS SUPPORT FOR '19 YEAR | $5,000 | |
| FAB LAB TULSA INC | ||||||||
| 710 S LEWIS | TULSA | OK | 74104 | NONE | 501(C)(3) | K-12 EDUCATION PROGRAMS | $2,500 | |
| FOUNDATION FOR TULSA SCHOOLS | ||||||||
| 3027 S NEW HAVEN STE 116 | TULSA | OK | 74114 | NONE | 501(C)(3) | EXPLORE TULSA FIELD TRIP PROGRAM | $1,000 | |
| OKLAHOMA CENTENNIAL BOTANICAL | ||||||||
| PO BOX 707 | TULSA | OK | 74101 | NONE | 501(C)(3) | ENTRANCE UPGRADE | $5,000 | GARDEN |
| RESONANCE CENTER FOR WOMEN | ||||||||
| 1608 S ELWOOD AVE | TULSA | OK | 74119 | NONE | 501(C)(3) | REBUILDING LIVES & FAMILIES | $2,500 | |
| SAN MIGUEL SCHOOL OF TULSA | ||||||||
| 2444 E ADMIRAL BLVD | TULSA | OK | 74110 | NONE | 501(C)(3) | OBTAINING LITERACY FOR ELL STUDENTS | $2,500 | |
| SOONER ROWING ASSOCIATION | ||||||||
| 6120 S YALE AVE STE 1400 | TULSA | OK | 74136 | NONE | 501(C)(3) | TULSA ROWING CLUB BOATHOUSE CONSTR | $20,000 | DBA TULSA ROWING CLUB |
| THE LITTLE LIGHT HOUSE INC | ||||||||
| 5120 E 36TH ST | TULSA | OK | 74135 | NONE | 501(C)(3) | FAMILY LEARNING CENTER PROGRAMS | $2,500 | |
| THE PARENT CHILD CENTER OF TULSA | ||||||||
| 1421 S BOSTON AVE | TULSA | OK | 74119 | NONE | 501(C)(3) | OPERATING FUNDS | $2,500 | |
| TULSA BOYS' HOME | ||||||||
| PO BOX 1101 | TULSA | OK | 74011 | NONE | 501(C)(3) | EDUCATION PROGRAMS | $2,500 | |
| TULSA CHILDREN'S MUSEUM | ||||||||
| 560 N MAYBELLE AVE | TULSA | OK | 74127 | NONE | 501(C)(3) | CAPITAL PLEDGE - PAYMENT 3 OF 8 | $62,500 | |
| UNIVERSITY OF TULSA | ||||||||
| 800 S TUCKER DR | TULSA | OK | 74112 | NONE | 501(C)(3) | BIOLOGICAL SCIENCES BUILDING FUND | $10,000 | |
| JOHN 316 MISSION | ||||||||
| 575 N 36TH W AVE | TULSA | OK | 74127 | NONE | 501(C)(3) | DISCRETIONARY GRANT - JUDY WALKER | $2,500 | |
| UNIVERSITY OF TULSA | ||||||||
| 800 S TUCKER DR | TULSA | OK | 74112 | NONE | 501(C)(3) | OLIPHANT HALL COURTYARD | $7,500 | |
| CATHOLIC CHARITIES TULSA | ||||||||
| PO BOX 580460 | TULSA | OK | 74158 | NONE | 501(C)(3) | DISCRETIONARY GRANT - ERIC OLIPHANT | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,660 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $582 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,252 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,372 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $105,206 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $105,206 | 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 | $1,579 | Amt |
| Disbursements Charitable Prps | $1,579 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SMITH BARNEY - CORPORATE STOCK | StockNm |
| EOY Book Value | $2,005,631 | EOYBookValueAmt |
| EOYFMV | $2,005,631 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SMITH BARNEY - MUTUAL FUNDS | FMV | $1,493,459 | $1,493,459 |
| SMITH BARNEY - OTHER INVESTMENTS | FMV | $237,719 | $237,719 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATIONAL EXPENSE | Desc |
| BOY Book Value | $106 | BOYBookValueAmt |
| EOY Book Value | $106 | EOYBookValueAmt |
| EOYFMV | $106 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $2,244 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $973 | $973 |
| MEMBERSHIPS | $650 | $650 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $593,641 |
| BOK ADJUSTMENT | $2,114 |
| PRIOR PERIOD ADJUSTMENT | $6,103 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY - ADVISORY FEE | $42,289 | $42,289 | |
| MANAGEMENT FEES | $21,331 | $21,331 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| MORGAN STANLEY - FOREIGN TAX PAI | $3,360 | $3,360 |
| EXCISE TAX | $9,014 |
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