OLIVER DEWEY MAYOR FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OLIVER DEWEY MAYOR FOUNDATION (EIN 75-1864630)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-11-13
- IRS object ID
- 202023189349103247
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T17:00:54-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751864630 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE OLIVER DEWEY MAYOR FOUNDATION 477006019 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLIV | BusinessNameControlTxt |
| Phone | 9186191527 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1620 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741011620 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOKF N A TRUSTEE | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 9186191527 | PhoneNum |
| Signature | 2020-11-11 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 63.97.206.60 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CD42685431A21AAD0340AA589B360CDA44832962 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C5FF2BEBF0FB3EB4321E0B7536DB972CDDD89315 | 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 | $13,036,063 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $95,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,534 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $184,892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,243,199 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $184,892 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $279,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,426 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $184,214 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $138,161 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $46,054 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $18,108 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,108 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,450 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,456 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $641 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,815 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $181,374 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $173,224 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $396,602 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $330,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,319 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,547 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,547 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $807,149 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $330,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $468,866 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$527,248 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $139,836 | CashBOYAmt |
| Cash EOY | $99,603 | CashEOYAmt |
| Cash EOYFMV | $99,603 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,514,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,160,882 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,691,853 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,326,418 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,197,479 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,194,373 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,552,789 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,552,789 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,552,789 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $9,050,232 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $785 | OtherInvestmentsBOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2 | OtherAssetsBOYAmt |
| Other Assets EOY | $2 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,534,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,010,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,036,063 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,534,567 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,010,755 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,534,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,010,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,534,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,010,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,534,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$527,248 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,436 | OtherIncreasesAmt |
| Subtotal | $5,010,755 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,010,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (110 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1591. INVESCO DEV MKT-R6 #7038 | 2015-04-09 | 2019-07-05 | $69,909 | $58,522 | $11,387 | $11,387 | |
| 212. DODGE & COX STK FD | 2003-04-09 | 2019-07-05 | $40,185 | $17,829 | $22,356 | $22,356 | |
| 2163. OAKMARK INTL-INST #2886 | 2017-09-28 | 2019-07-05 | $50,073 | $61,927 | -$11,854 | -$11,854 | |
| 1420. JOHN HANCOCK DISC VAL M/C-R6 #6006 | 2017-05-01 | 2019-07-05 | $30,246 | $28,126 | $2,120 | $2,120 | |
| 709. T ROWE NEW HORIZONS-I #0532 | 2012-09-21 | 2019-07-05 | $45,348 | $26,169 | $19,179 | $19,179 | |
| 463. VANGUARD M/C GRWTH INDX-ADM #5832 | 2016-05-10 | 2019-07-05 | $30,248 | $20,228 | $10,020 | $10,020 | |
| 58. PRA HEALTH SCIENCES INC | 2019-04-11 | 2019-07-10 | $5,638 | $5,842 | -$204 | -$204 | |
| 2. VERTEX PHARMACEUTICALS INC COM | 2019-04-11 | 2019-07-10 | $359 | $382 | -$23 | -$23 | |
| 9. VERTEX PHARMACEUTICALS INC COM | 2019-04-11 | 2019-07-10 | $1,592 | $1,667 | -$75 | -$75 | |
| 11. VERTEX PHARMACEUTICALS INC COM | 2018-09-18 | 2019-07-11 | $1,910 | $1,958 | -$48 | -$48 | |
| 20. VERTEX PHARMACEUTICALS INC COM | 2018-09-18 | 2019-07-11 | $3,473 | $3,559 | -$86 | -$86 | |
| 7. NORWEGIAN CRUISE LINE HOLDINGS | 2018-09-14 | 2019-07-30 | $340 | $381 | -$41 | -$41 | |
| 9. NORWEGIAN CRUISE LINE HOLDINGS | 2018-09-14 | 2019-07-30 | $437 | $477 | -$40 | -$40 | |
| 142. NORWEGIAN CRUISE LINE HOLDINGS | 2018-08-14 | 2019-07-30 | $6,897 | $7,371 | -$474 | -$474 | |
| 69. CORNING INC | 2018-11-07 | 2019-08-06 | $1,957 | $2,325 | -$368 | -$368 | |
| 14. FORTIVE CORP | 2018-08-14 | 2019-08-06 | $985 | $1,118 | -$133 | -$133 | |
| 14. FORTIVE CORP | 2018-08-14 | 2019-08-06 | $984 | $1,118 | -$134 | -$134 | |
| 2. ROPER INDS INC | 2018-08-14 | 2019-08-06 | $696 | $590 | $106 | $106 | |
| 3. ROPER INDS INC | 2018-08-14 | 2019-08-06 | $1,046 | $884 | $162 | $162 | |
| 41. TRIMBLE NAV LTD COM | 2018-08-20 | 2019-08-06 | $1,533 | $1,619 | -$86 | -$86 | |
| 40. TRIMBLE NAV LTD COM | 2018-08-14 | 2019-08-06 | $1,495 | $1,578 | -$83 | -$83 | |
| 17. AMPHENOL CORP NEW CL A | 2018-08-14 | 2019-08-15 | $1,430 | $1,602 | -$172 | -$172 | |
| 29. AMPHENOL CORP NEW CL A | 2018-08-14 | 2019-08-15 | $2,440 | $2,734 | -$294 | -$294 | |
| 37. KEYSIGHT TECHNOLOGIES INC WI | 2019-05-31 | 2019-08-15 | $3,081 | $2,763 | $318 | $318 | |
| 10. KEYSIGHT TECHNOLOGIES INC WI | 2018-10-03 | 2019-08-15 | $831 | $661 | $170 | $170 | |
| 1. PALO ALTO NETWORKS | 2018-08-20 | 2019-08-21 | $203 | $211 | -$8 | -$8 | |
| 10. PALO ALTO NETWORKS | 2018-08-14 | 2019-08-21 | $2,031 | $2,087 | -$56 | -$56 | |
| 2. PALO ALTO NETWORKS | 2018-08-14 | 2019-08-21 | $407 | $417 | -$10 | -$10 | |
| 12. PALO ALTO NETWORKS | 2018-08-14 | 2019-08-21 | $2,440 | $2,504 | -$64 | -$64 | |
| 23. SAREPTA THERAPEUTICS INC | 2019-02-13 | 2019-08-28 | $2,110 | $2,893 | -$783 | -$783 | |
| 22. SAREPTA THERAPEUTICS INC | 2019-01-23 | 2019-08-28 | $2,017 | $2,685 | -$668 | -$668 | |
| 53. UBER TECHNOLOGIES INC | 2019-07-01 | 2019-09-03 | $1,653 | $2,334 | -$681 | -$681 | |
| 74. UBER TECHNOLOGIES INC | 2019-06-04 | 2019-09-03 | $2,307 | $3,131 | -$824 | -$824 | |
| 53. MATCH GROUP INC | 2018-08-14 | 2019-09-05 | $4,390 | $2,583 | $1,807 | $1,807 | |
| 6. MATCH GROUP INC | 2018-08-14 | 2019-09-05 | $494 | $292 | $202 | $202 | |
| 50. MATCH GROUP INC | 2018-11-30 | 2019-09-05 | $4,121 | $2,074 | $2,047 | $2,047 | |
| 27. BIOMARIN PHARMACEUTICAL INC | 2018-08-14 | 2019-10-01 | $1,792 | $2,776 | -$984 | -$984 | |
| 40. BIOMARIN PHARMACEUTICAL INC | 2018-08-14 | 2019-10-01 | $2,664 | $4,112 | -$1,448 | -$1,448 | |
| 11705.849 OAKMARK INTL-INST #2886 | 2017-09-28 | 2019-10-08 | $257,763 | $308,135 | -$50,372 | -$50,372 | |
| 327. T ROWE NEW HORIZONS-I #0532 | 2012-09-21 | 2019-10-08 | $19,633 | $12,069 | $7,564 | $7,564 | |
| 29. DOCUSIGN INC | 2019-07-10 | 2019-10-18 | $1,859 | $1,516 | $343 | $343 | |
| 32. DOCUSIGN INC | 2019-06-14 | 2019-10-18 | $2,058 | $1,625 | $433 | $433 | |
| 26. TWITTER INC | 2019-09-05 | 2019-10-25 | $791 | $1,154 | -$363 | -$363 | |
| 39. TWITTER INC | 2019-09-05 | 2019-10-25 | $1,187 | $1,686 | -$499 | -$499 | |
| 95. TWITTER INC | 2019-08-21 | 2019-10-25 | $2,885 | $3,992 | -$1,107 | -$1,107 | |
| 10000. MET WEST TOT RET BD-I #0512 | 2016-01-20 | 2019-10-30 | $110,200 | $107,000 | $3,200 | $3,200 | |
| 16. MONSTER BEVERAGE CORP | 2018-08-20 | 2019-11-07 | $899 | $998 | -$99 | -$99 | |
| 36. MONSTER BEVERAGE CORP | 2018-08-14 | 2019-11-07 | $2,023 | $2,201 | -$178 | -$178 | |
| 10. LULULEMON ATHLETICA INC | 2018-08-14 | 2019-11-11 | $2,046 | $1,300 | $746 | $746 | |
| 243. PINTEREST INC | 2019-04-24 | 2019-11-20 | $4,756 | $5,978 | -$1,222 | -$1,222 | |
| 15. ELASTIC NV | 2019-08-08 | 2019-12-06 | $952 | $1,345 | -$393 | -$393 | |
| 63. ELASTIC NV | 2019-09-06 | 2019-12-06 | $3,991 | $5,491 | -$1,500 | -$1,500 | |
| 9. LULULEMON ATHLETICA INC | 2018-08-14 | 2019-12-10 | $2,061 | $1,170 | $891 | $891 | |
| 8. LULULEMON ATHLETICA INC | 2018-08-14 | 2019-12-10 | $1,832 | $1,040 | $792 | $792 | |
| 7. TRIMBLE NAV LTD COM | 2018-08-14 | 2020-01-07 | $290 | $276 | $14 | $14 | |
| 63. TRIMBLE NAV LTD COM | 2018-08-14 | 2020-01-07 | $2,603 | $2,485 | $118 | $118 | |
| 77. TRIMBLE NAV LTD COM | 2018-12-06 | 2020-01-07 | $3,171 | $2,914 | $257 | $257 | |
| 32. TELADOC HEALTH | 2019-08-01 | 2020-01-22 | $3,269 | $2,317 | $952 | $952 | |
| 3. DANAHER CORP | 2018-12-20 | 2020-01-30 | $494 | $297 | $197 | $197 | |
| 10. DANAHER CORP | 2018-12-20 | 2020-01-30 | $1,647 | $991 | $656 | $656 | |
| 110. SNAP INC | 2019-04-11 | 2020-01-30 | $2,070 | $1,347 | $723 | $723 | |
| 6. DOCUSIGN INC | 2019-06-14 | 2020-02-13 | $525 | $305 | $220 | $220 | |
| 19. DOCUSIGN INC | 2019-06-14 | 2020-02-13 | $1,662 | $965 | $697 | $697 | |
| 2. TELADOC HEALTH | 2019-07-11 | 2020-02-13 | $220 | $142 | $78 | $78 | |
| 18. TELADOC HEALTH | 2019-07-11 | 2020-02-13 | $1,981 | $1,274 | $707 | $707 | |
| 33. CORNING INC | 2018-11-07 | 2020-02-26 | $853 | $1,112 | -$259 | -$259 | |
| 143. CORNING INC | 2018-12-06 | 2020-02-26 | $3,717 | $4,644 | -$927 | -$927 | |
| 76. CORNING INC | 2019-09-06 | 2020-02-26 | $1,975 | $2,189 | -$214 | -$214 | |
| 8. EXACT SCIENCES CORP | 2020-02-13 | 2020-03-06 | $516 | $759 | -$243 | -$243 | |
| 42. EXACT SCIENCES CORP | 2020-02-13 | 2020-03-06 | $2,822 | $3,946 | -$1,124 | -$1,124 | |
| 12. EXACT SCIENCES CORP | 2020-01-22 | 2020-03-06 | $806 | $1,135 | -$329 | -$329 | |
| 26. EXPEDIA GROUP INC | 2018-08-14 | 2020-03-06 | $2,359 | $3,485 | -$1,126 | -$1,126 | |
| 32. EXPEDIA GROUP INC | 2018-08-14 | 2020-03-06 | $2,882 | $4,289 | -$1,407 | -$1,407 | |
| 7. EXPEDIA GROUP INC | 2019-09-06 | 2020-03-06 | $630 | $928 | -$298 | -$298 | |
| 6. FLIR SYS INC COM | 2019-04-29 | 2020-03-06 | $234 | $317 | -$83 | -$83 | |
| 64. FLIR SYS INC COM | 2019-04-29 | 2020-03-06 | $2,480 | $3,357 | -$877 | -$877 | |
| 85. FLIR SYS INC COM | 2019-04-24 | 2020-03-06 | $3,295 | $4,397 | -$1,102 | -$1,102 | |
| 19. APTIV PLC | 2020-02-13 | 2020-03-12 | $1,167 | $1,701 | -$534 | -$534 | |
| 12. APTIV PLC | 2020-01-30 | 2020-03-12 | $737 | $1,052 | -$315 | -$315 | |
| 28. WIX.COM LTD | 2019-07-30 | 2020-03-12 | $3,011 | $4,173 | -$1,162 | -$1,162 | |
| 40. APTIV PLC | 2020-01-30 | 2020-03-13 | $2,546 | $3,490 | -$944 | -$944 | |
| 29. WIX.COM LTD | 2019-07-30 | 2020-03-13 | $3,124 | $4,271 | -$1,147 | -$1,147 | |
| 11. INTUITIVE SURGICAL INC | 2019-10-25 | 2020-03-17 | $4,080 | $6,000 | -$1,920 | -$1,920 | |
| 195. UBER TECHNOLOGIES INC | 2020-01-07 | 2020-03-17 | $3,645 | $5,669 | -$2,024 | -$2,024 | |
| 13. FORTIVE CORP | 2018-08-14 | 2020-03-19 | $569 | $1,038 | -$469 | -$469 | |
| 47. FORTIVE CORP | 2018-08-14 | 2020-03-19 | $2,066 | $3,752 | -$1,686 | -$1,686 | |
| 5. TELADOC HEALTH | 2019-07-11 | 2020-03-25 | $699 | $354 | $345 | $345 | |
| 5. TELADOC HEALTH | 2019-07-11 | 2020-03-26 | $748 | $354 | $394 | $394 | |
| 578. AMERICAN EUROPACIFIC GRWTH-F3 #0716 | 2019-01-11 | 2020-04-07 | $25,305 | $26,916 | -$1,611 | -$1,611 | |
| 4149. FIDELITY CONTRAFUND | 2010-12-20 | 2020-04-07 | $49,747 | $27,967 | $21,780 | $21,780 | |
| 536. VANGUARD M/C GRWTH INDX-ADM #5832 | 2016-05-10 | 2020-04-07 | $30,129 | $23,418 | $6,711 | $6,711 | |
| 77. SNAP INC | 2019-04-11 | 2020-04-23 | $1,256 | $943 | $313 | $313 | |
| 116. SNAP INC | 2019-04-11 | 2020-04-23 | $1,899 | $1,420 | $479 | $479 | |
| 4. TELADOC HEALTH | 2019-07-11 | 2020-04-28 | $718 | $283 | $435 | $435 | |
| 9. TELADOC HEALTH | 2019-07-11 | 2020-04-28 | $1,602 | $637 | $965 | $965 | |
| 2400. FIDELITY CONTRAFUND | 2010-12-15 | 2020-05-05 | $32,208 | $16,171 | $16,037 | $16,037 | |
| 200. INVESCO QQQ TRUST SERIES 1 ETF | 2018-01-08 | 2020-05-05 | $43,990 | $32,502 | $11,488 | $11,488 | |
| 6500. LORD ABBETT SHORT DUR INC-I #1425 | 2018-01-08 | 2020-05-05 | $26,260 | $27,560 | -$1,300 | -$1,300 | |
| 33. NOVOCURE LTD | 2019-11-07 | 2020-05-06 | $2,169 | $2,574 | -$405 | -$405 | |
| 59. NOVOCURE LTD | 2020-03-26 | 2020-05-06 | $3,877 | $4,298 | -$421 | -$421 | |
| 10. INFINEON TECHNOLOGIES ADR | 2019-12-10 | 2020-05-13 | $185 | $222 | -$37 | -$37 | |
| 120. INFINEON TECHNOLOGIES ADR | 2020-03-06 | 2020-05-13 | $2,227 | $2,399 | -$172 | -$172 | |
| 9. DOCUSIGN INC | 2020-03-11 | 2020-05-14 | $1,095 | $716 | $379 | $379 | |
| 11. DOCUSIGN INC | 2020-03-11 | 2020-05-14 | $1,336 | $876 | $460 | $460 | |
| 7. WORKDAY INC-A | 2018-08-14 | 2020-05-14 | $1,084 | $964 | $120 | $120 | |
| 9. WORKDAY INC-A | 2018-08-14 | 2020-05-14 | $1,398 | $1,239 | $159 | $159 | |
| 1500. DIAMOND HILL LONG/SHORT-I #0011 | 2016-01-20 | 2020-06-29 | $34,830 | $32,835 | $1,995 | $1,995 | |
| 257. DODGE & COX STK FD | 2003-04-09 | 2020-06-29 | $40,668 | $21,614 | $19,054 | $19,054 | |
| 3783. FIDELITY CONTRAFUND | 2010-12-15 | 2020-06-29 | $55,421 | $25,490 | $29,931 | $29,931 | |
| CAPITAL GAIN DIVIDENDS | $82,185 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $184,892 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $866,551 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,911,036 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067117 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $839,677 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,654,689 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061494 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $672,132 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,220,938 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047264 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $390,549 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,034,716 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.025976 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $356,882 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,893,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.022454 | DistributionYr5Rt |
| Total Distribution | 0.224305 | TotalDistributionRt |
| Average Distribution | 0.044861 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,154,941 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $590,144 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $590,144 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $468,866 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,220 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,220 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,220 | OverpaymentAmt |
| Applied To ES Tax | $3,220 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF TEXAS NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9186191527 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1620 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741011620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GAIL UTTER | ||||||
| 2027 TEXOMA PARKWAY | SHERMAN | TX | 75091 | GOVERNOR | 2 | $1,500 |
| BANK OF TEXAS NA | ||||||
| PO BOX 1088 | SHERMAN | TX | 75091 | CORPORATE | 20 | $171,714 |
| DENITA SHAMEL | ||||||
| PO BOX 1088 | SHERMAN | TX | 75091 | GOVERNOR | 2 | $1,000 |
| HORACE GROFF | ||||||
| PO BOX 1088 | SHERMAN | TX | 75091 | GOVERNOR | 2 | $2,500 |
| MARGO SHERRER | ||||||
| PO BOX 1088 | SHERMAN | TX | 75091 | GOVERNOR | 2 | $2,500 |
| CAROLYN DEXHEIMER | ||||||
| PO BOX 1088 | SHERMAN | TX | 75091 | GOVERNOR | 2 | $2,500 |
| CURT STUTZMAN | ||||||
| PO BOX 1088 | SHERMAN | TX | 75091 | GOVERNOR | 2 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,305,038 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,050,232 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,355,270 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,355,270 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,154,941 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $657,747 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $657,747 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $657,747 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $657,747 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $657,747 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $468,866 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $468,866 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $468,866 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $657,747 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $159,025 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $227,435 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $386,460 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $468,866 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $468,866 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $188,881 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $188,881 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $197,579 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $197,579 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $197,579 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEBRA ROUND THE O D MAYOR FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BANK OF TX 307 W WASHINGTON | AddressLine1Txt |
| City | SHERMAN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9038135118 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION DESCRIBING THE SPECIFIC NEEDS OF THE APPLICANT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE PROVIDED TO QUALIFIED ORGANIZATIONS WITHIN MAYES COUNTY, OKLAHOMA OR GRAYSON COUNTY, TEXAS FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 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 |
|---|---|---|---|---|---|---|---|---|
| Friends of Langley Public Library | ||||||||
| PO BOX 655 | LANGLEY | OK | 74350 | NONE | NONPROFIT | COMMUNITY BENEFIT | $2,100 | |
| Grant Halliburton Foundation | ||||||||
| 6390 LBJ FREEWAY | Dallas | TX | 75240 | NONE | NONPROFIT | COMMUNITY BENEFIT | $10,000 | |
| UNITED WAY OF GRAYSON COUNTY INC | ||||||||
| PO BOX 1112 | SHERMAN | TX | 750911112 | NONE | 501(C) (3) | SUPPORT CAMPAIGN | $20,000 | |
| GRAND CENTRAL STATION CENTER | ||||||||
| 2610 SHENANDOAH CIRCLE | SHERMAN | TX | 75092 | NONE | 501(C)(3) | SUPPORT FOR STATION | $50,000 | |
| MAYES COUNTY PREMIUM AUCTION CORP | ||||||||
| 6401 S 4485 | ROSE | OK | 74364 | NONE | 501(C)(3) | SUPPORT FOR ADDITION OF | $15,000 | |
| Masterkey Ministries of Grayson County | ||||||||
| 707 S SAM RAYBURN FWY | SHERMAN | TX | 75090 | NONE | NONPROFIT | COMMUNITY BENEFIT | $5,000 | |
| MAYES COUNTY HOPE FIT KIDS | ||||||||
| PO BOX 1346 | PRYOR | OK | 74362 | NONE | NONPROFIT | COMMUNITY BENEFIT | $10,000 | |
| Pryor Area Resource Alliance | ||||||||
| 301 N VANN ST | Pryor | OK | 74361 | NONE | NONPROFIT | COMMUNITY BENEFIT | $10,000 | |
| Making Dreams Real Inc | ||||||||
| PO BOX 1961 SUITE C1 | Sherman | TX | 75091 | NONE | NONPROFIT | COMMUNITY BENEFIT | $17,163 | |
| INDIAN NATIONS COUNCIL | ||||||||
| 4295 SOUTH GARNETT | TULSA | OK | 74146 | NONE | 501(C)(3) | SUPPORT ORGANIZATION | $10,000 | BOY SCOUTS OF AMERICA |
| SALINA PUBLIC SCHOOL | ||||||||
| PO BOX 98 | SALINA | OK | 74365 | NONE | NON PROFIT | SUPPORT FOR SCHOOL | $3,000 | |
| BOYS & GIRLS CLUB OF GREEN COUNTRY | ||||||||
| PO BOX 354 | PRYOR | OK | 74362 | NONE | 501(C)(3) | SUPPORT AFTER-SCHOOL AND | $60,000 | |
| WILLIAM W BARNES CHILDRENS | ||||||||
| PO BOX 1889 | CLAREMORE | OK | 74018 | NONE | NONPROFIT | COMMUNITY BENEFIT | $5,250 | ADVOCACY CENTER |
| PRYOR PUBLIC SCHOOLS | ||||||||
| PO BOX 548 | PRYOR | OK | 74361 | NONE | NON PROFIT | SUPPORT FOR SCHOOL PROGRAM | $10,000 | |
| LOCUST GROVE PUBLIC SCHOOLS | ||||||||
| 302 E JOE KOELSCH DR | LOCUST GROVE | OK | 74352 | NONE | SCHOOL | SUPPORT FOR SCHOOL | $22,500 | |
| INDEPENDENT ORDER OF ODD FELLOWS | ||||||||
| 219 N E 1ST ST | PRYOR | OK | 74362 | NONE | NONPROFIT | COMMUNITY BENEFIT | $5,000 | |
| TOWN OF SPAVINAW | ||||||||
| PO BOX 196 | SPAVINAW | OK | 74366 | NONE | GOVERNMENT | COMMUNITY BENEFIT | $8,034 | |
| FRIENDS OF THE TEXAS HISTORICAL COMMISSI | ||||||||
| PO BOX 13497 | Austin | TX | 78711 | NONE | NONPROFIT | COMMUNITY BENEFIT | $10,000 | |
| TRI-COUNTY SENIOR NUTRITION | ||||||||
| 4114 AIRPORT DR | DENISON | TX | 75020 | NONE | 501(C)(3) | SUPPORT FEEDING THE ELDERLY | $10,000 | PROJECT INC |
| FRIENDS OF THE POTTSBORO AREA | ||||||||
| PO BOX 477 | POTTSBORO | TX | 75076 | NONE | NONPROFIT | LIBRARY SUPPORT | $10,000 | PUBLIC LIBRARY |
| GRAYSON COUNTY SHELTER | ||||||||
| 331 W MORTON ST | SHERMAN | TX | 75020 | NONE | NONPROFIT | SUPPORT | $10,000 | |
| Locust Community Volunteer Fire | ||||||||
| PO BOX 1888 | Pottsboro | TX | 75076 | NONE | NONPROFIT | COMMUNITY BENEFIT | $5,000 | Department |
| Denison Lions Club Charities Inc | ||||||||
| 1030 W CRAWFORD ST | DENISON | TX | 75020 | NONE | NONPROFIT | COMMUNITY SUPPORT | $10,000 | |
| Court Appointed Special Advocates | ||||||||
| 100 N TRAVIS STE 302 | SHERMAN | TX | 75090 | COMMUNITY BENEFIT | $15,000 | |||
| SHERMAN COMMUNITY PLAYERS INC | ||||||||
| 500 N ELM | SHERMAN | TX | 75090 | COMMUNITY BENEFIT | $5,000 | |||
| SHERMAN SYMPHONY ORCHESTRA | ||||||||
| PO BOX 651 | SHERMAN | TX | 75091 | COMMUNITY BENEFIT | $10,000 | |||
| THE CHILD AND FAMILY GUIDANCE | ||||||||
| 804 E PECAN GROVE ROAD | SHERMAN | TX | 75090 | COMMUNITY BENEFIT | $10,000 | |||
| PRYOR MINISTRIES CENTER | ||||||||
| 5 NORTH VANN STREET | PRYOR | OK | 74361 | NONE | 501(C)(3) | SUPPORT FOR | $30,000 | |
| GEARY GIRLS RANCH | ||||||||
| 210 KIOWA DRIVE NORTH | LAKE KIOWA | TX | 76240 | COMMUNITY BENEFIT | $5,000 | |||
| Whitesboro Volunteer Fire Department | ||||||||
| 31079 US HIGHWAY 82 | Whitesboro | TX | 76273 | COMMUNITY BENEFIT | $10,000 | |||
| Texoma Behavioral Health Leadership Team | ||||||||
| PO BOX 1331 | Sherman | TX | 75091 | COMMUNITY BENEFIT | $7,500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,547 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,533 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $184,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| VANGUARD REIT INDX | 14 | $475 |
| BOK SHORT-TERM CAS | 14 | $1 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $279,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $279,901 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $8,450 | Amt |
| Disbursements Charitable Prps | $8,450 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INTEREST | CategoryOrItemTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,108 | LegalFeesAmt |
| Net Investment Income | $18,108 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SALMON LATERAL FILE | $1 | $1 | $1 |
| SALMON CREDENZA | $1 | $1 | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| RENT AND ROYALTY EXPENSES | $173,224 | $173,224 | $0 |
| OTHER NON-ALLOCABLE EXPENSE | $8,150 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $3,436 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $38 | $38 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $595 | $0 | $595 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,220 | $0 | $3,220 |
| FOREIGN TAXES ON QUALIFIED FOR | $600 | $600 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $3 | $3 | $0 |
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