CRAWLEY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CRAWLEY FAMILY FOUNDATION (EIN 73-1463271)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349106475
- Schema version
- 2024v5.2
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:35:45-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331852080 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSIGHT ADVISORS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 NORTH HUDSON SUITE 310 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731024815 | 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 | 731463271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAWLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRAW | BusinessNameControlTxt |
| Phone | 4052329700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 NORTH HUDSON 800 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA C SHIRLEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2143681406 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA WAGGONER | PreparerPersonNm |
| PTIN | P01387520 | PTIN |
| Phone | 4052329541 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| 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 | $20,025,731 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $984,931 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26,943 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,943 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $354,766 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $354,766 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,168,924 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,711,777 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,168,924 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,535,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,550,633 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $90,523 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $90,523 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,819 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,519 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,450 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,450 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $102,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $953,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $953,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,056,292 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $953,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,479,272 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,449,141 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,385 | CashBOYAmt |
| Cash EOY | $110,206 | CashEOYAmt |
| Cash EOYFMV | $110,206 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,479,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $471,485 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $471,485 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $14,593 | AcctRcvblAmt |
| Acct Rcvbl BOY | $109,954 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $14,593 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $14,593 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,854,361 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,404,665 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,173,497 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,087,228 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,021,182 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,255,950 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,541,426 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,022,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,025,731 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,541,426 | CapitalStockBOYAmt |
| Capital Stock EOY | $16,022,131 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,541,426 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,022,131 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,541,426 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,022,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,541,426 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,479,272 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,433 | OtherIncreasesAmt |
| Subtotal | $16,022,131 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,022,131 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1276.256 SHS AIM INVT FDS INVESCO INVT FDS DVLPNG MKT | P | 2024-02-14 | 2024-06-18 | $50,655 | $48,000 | $2,655 | $2,655 |
| 1554.345 SHS AIM INVT FDS INVESCO INVT FDS DVLPNG MKT | P | 2023-12-28 | 2024-06-18 | $61,692 | $59,889 | $1,803 | $1,803 |
| 1402.698 SHS AIM INVT FDS INVESCO INVT FDS DVLPNG MKT | P | 2023-12-01 | 2024-06-18 | $55,673 | $52,699 | $2,974 | $2,974 |
| 331.764 SHS AIM INVT FDS INVESCO INVT FDS DVLPNG MKT | P | 2023-11-01 | 2024-06-18 | $13,168 | $11,758 | $1,410 | $1,410 |
| 925.386 SHS AIM INVT FDS INVESCO INVT FDS DVLPNG MKT | P | 2023-10-16 | 2024-06-18 | $36,728 | $33,443 | $3,285 | $3,285 |
| 329.461 SHS AIM INVT FDS INVESCO INVT FDS DVLPNG MKT | P | 2023-09-18 | 2024-06-18 | $13,076 | $12,437 | $639 | $639 |
| 1347.371 SHS AIM INVT FDS INVESCO INVT FDS DVLPNG MKT | P | 2023-08-29 | 2024-06-18 | $53,477 | $51,820 | $1,657 | $1,657 |
| 3239.985 SHS COHEN & STEERS PFD SECS & INCO CL I | P | 2023-12-28 | 2024-02-12 | $38,588 | $38,179 | $409 | $409 |
| 4224.26 SHS COHEN & STEERS PFD SECS & INCO CL I | P | 2023-12-01 | 2024-02-12 | $50,311 | $48,468 | $1,843 | $1,843 |
| 1091.981 SHS COHEN & STEERS PFD SECS & INCO CL I | P | 2023-10-16 | 2024-02-12 | $13,005 | $12,060 | $945 | $945 |
| 1095.784 SHS COHEN & STEERS PFD SECS & INCO CL I | P | 2023-09-18 | 2024-02-12 | $13,051 | $12,430 | $621 | $621 |
| 946.579 SHS DFA INVT DIMENSIONS GROUP INC EMERGING MKTS | P | 2024-06-18 | 2024-12-10 | $28,180 | $28,047 | $133 | $133 |
| 33876 SHS ISHARES TR IBONDS 24 TRM TS | P | 2023-12-28 | 2024-11-13 | $809,776 | $809,335 | $441 | $441 |
| 47618.886 SHS METROPOLITAN WEST FDS TOTAL RET CL I | P | 2024-11-13 | 2024-12-10 | $432,856 | $426,665 | $6,191 | $6,191 |
| 61 SHS NIKE INC CL B | P | 2024-03-22 | 2024-11-14 | $4,627 | $5,790 | -$1,163 | -$1,163 |
| 534 SHS SCHWAB CHARLES CORP COM | P | 2023-12-01 | 2024-03-27 | $38,282 | $33,567 | $4,715 | $4,715 |
| 148 SHS SCHWAB CHARLES CORP COM | P | 2023-09-18 | 2024-03-27 | $10,610 | $8,557 | $2,053 | $2,053 |
| 6949.949 SHS AIM INVT FDS INVESCO INVT FDS DVLPNG MKT | P | 2022-12-02 | 2024-06-18 | $275,844 | $253,812 | $22,032 | $22,032 |
| 12068.453 SHS AIM INVT FDS INVESCO INVT FDS DVLPNG MKT | P | 2022-08-29 | 2024-06-18 | $478,997 | $426,258 | $52,739 | $52,739 |
| 5225.21 SHS COHEN & STEERS PFD SECS & INCO CL I | P | 2022-12-02 | 2024-02-12 | $62,232 | $62,043 | $189 | $189 |
| 43052.039 SHS COHEN & STEERS PFD SECS & INCO CL I | P | 2022-02-17 | 2024-02-12 | $512,750 | $578,348 | -$65,598 | -$65,598 |
| 55 SHS COSTCO WHSL CORP NEW COM | P | 2020-02-28 | 2024-03-14 | $40,351 | $15,418 | $24,933 | $24,933 |
| 1002 SHS ISHARES TR RUS MID CAP ETF | P | 2020-09-28 | 2024-08-07 | $80,734 | $57,745 | $22,989 | $22,989 |
| 355 SHS ISHARES TR RUS MID CAP ETF | P | 2020-09-28 | 2024-10-01 | $31,173 | $20,459 | $10,714 | $10,714 |
| 756 SHS ISHARES TR RUS MID CAP ETF | P | 2020-09-28 | 2024-11-13 | $70,021 | $43,568 | $26,453 | $26,453 |
| 495 SHS ISHARES TR RUS MID CAP ETF | P | 2020-09-28 | 2024-12-10 | $46,287 | $28,527 | $17,760 | $17,760 |
| 861 SHS ISHARES TR RUSSELL 2000 ETF | P | 2020-09-28 | 2024-08-14 | $177,735 | $129,360 | $48,375 | $48,375 |
| 423 SHS ISHARES TR RUSSELL 2000 ETF | P | 2020-09-28 | 2024-11-13 | $99,728 | $63,553 | $36,175 | $36,175 |
| 134 SHS JPMORGAN CHASE & CO COM | P | 2017-03-03 | 2024-02-12 | $23,592 | $12,444 | $11,148 | $11,148 |
| 20 SHS JPMORGAN CHASE & CO COM | P | 2017-03-03 | 2024-03-22 | $3,949 | $1,857 | $2,092 | $2,092 |
| 16 SHS MARRIOTT INTL INC NEW CL A | P | 2022-03-03 | 2024-03-22 | $4,081 | $2,560 | $1,521 | $1,521 |
| 157 SHS NIKE INC CL B | P | 2023-10-16 | 2024-11-14 | $11,909 | $16,051 | -$4,142 | -$4,142 |
| 109 SHS NIKE INC CL B | P | 2023-09-18 | 2024-11-14 | $8,268 | $10,420 | -$2,152 | -$2,152 |
| 86 SHS NIKE INC CL B | P | 2016-12-22 | 2024-11-14 | $6,523 | $4,490 | $2,033 | $2,033 |
| 405 SHS SCHWAB CHARLES CORP COM | P | 2012-03-15 | 2024-03-27 | $29,034 | $6,225 | $22,809 | $22,809 |
| 20 SHS SCHWAB CHARLES CORP COM | P | 2011-05-18 | 2024-03-27 | $1,434 | $354 | $1,080 | $1,080 |
| 320 SHS VANGUARD INDEX FDS S&P 500 ETF SHS | P | 2020-04-27 | 2024-02-12 | $147,321 | $84,507 | $62,814 | $62,814 |
| 337 SHS VANGUARD INDEX FDS S&P 500 ETF SHS | P | 2020-04-27 | 2024-06-18 | $169,671 | $88,997 | $80,674 | $80,674 |
| 201 SHS VANGUARD INDEX FDS S&P 500 ETF SHS | P | 2022-02-17 | 2024-08-14 | $100,404 | $81,060 | $19,344 | $19,344 |
| 102 SHS VANGUARD INDEX FDS S&P 500 ETF SHS | P | 2020-12-31 | 2024-08-14 | $50,951 | $34,965 | $15,986 | $15,986 |
| 2754 SHS VANGUARD INDEX FDS S&P 500 ETF SHS | P | 2020-04-27 | 2024-08-14 | $1,375,686 | $727,290 | $648,396 | $648,396 |
| 57 SHS VANGUARD INDEX FDS S&P 500 ETF SHS | P | 2022-02-17 | 2024-11-13 | $31,287 | $22,987 | $8,300 | $8,300 |
| 96 SHS VANGUARD INDEX FDS S&P 500 ETF SHS | P | 2022-02-17 | 2024-12-10 | $53,295 | $38,715 | $14,580 | $14,580 |
| 209 SHS VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | P | 2022-02-17 | 2024-12-10 | $10,523 | $10,310 | $213 | $213 |
| 413 SHS VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | P | 2020-09-28 | 2024-12-10 | $20,795 | $16,978 | $3,817 | $3,817 |
| 54 SHS AMERICAN TOWER CORP NEW COM | P | 2010-04-06 | 2024-09-18 | $12,719 | $2,315 | $10,404 | $10,404 |
| 176 SHS NIKE INC CL B | P | 2010-04-06 | 2024-11-14 | $13,350 | $3,247 | $10,103 | $10,103 |
| 222 SHS NIKE INC CL B | P | 2010-02-26 | 2024-11-14 | $16,840 | $3,766 | $13,074 | $13,074 |
| 57 SHS SCHWAB CHARLES CORP COM | P | 2010-05-04 | 2024-03-27 | $4,086 | $1,080 | $3,006 | $3,006 |
| CAPITAL GAINS DIVIDENDS | P | $16,452 | $16,452 | $16,452 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,168,924 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,143 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,143 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,143 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,070 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $28,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,070 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,927 | OverpaymentAmt |
| Applied To ES Tax | $11,927 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SARA B CRAWLEY | IndividualWithBooksNm |
| Phone | 4052329700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 N HUDSON SUITE 800 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| SARA B CRAWLEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MARTHA C TRACEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| LINDA C SHIRLEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | SECRETARY | 0.00 | $0 | $0 | $0 |
| LINDA C SHIRLEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | TREASURER | 0.00 | $0 | $0 | $0 |
| MARTHA C TRACEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | ASSISTANT SECRETARY | 0.00 | $0 | $0 | $0 |
| SARA B CRAWLEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDA C SHIRLEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARTHA C TRACEY | ||||||||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,520,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $934,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,216 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,456,033 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,456,033 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $291,840 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,164,193 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $958,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $958,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,143 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,143 | TotalTaxAmt |
| Distributable Before Adj | $938,067 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $938,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $938,067 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $953,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $953,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $938,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $34,265 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $34,265 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $953,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $938,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,433 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $49,698 | 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 | $49,698 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $34,265 | ExcessFromYear1Amt |
| Excess From Current Year | $15,433 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CROSSROADS COMMUNITY SERVICES INC | |||||
| 4500 SOUTH COCKRELL HILL ROAD | DALLAS | TX | 75236 | ASC | $15,000 |
| HUTCHINSON COUNTY UNITED WAY INC | |||||
| PO BOX 1430 | BORGER | TX | 790081430 | WILDFIRE EMERGENCY | $2,500 |
| OKLAHOMA ARTS INSTITUTE | |||||
| 111 NW 9TH STREET | OKLAHOMA CITY | OK | 73102 | SCHOLARSHIP SUPPORT | $15,000 |
| COMMUNITY LITERACY CENTERS INC | |||||
| 4 NE 10TH STREET | OKLAHOMA CITY | OK | 731041402 | CLC READING PARTNERS | $40,000 |
| ALLIED ARTS OF OKLAHOMA INC | |||||
| 1015 N BROADWAY AVENUE | OKLAHOMA CITY | OK | 73102 | INSPIRING OKLAHOMA YOUTH THROUGH ARTS EDUCATION + OUTREACH | $15,000 |
| DALLAS CHILDREN'S THEATER | |||||
| 5938 SKILLMAN | DALLAS | TX | 75231 | DALLAS CHILDRENS THEATER OFF-SITE RESIDENCIES- CURTAINS UP ON READING AND CURTAINS UP ON LITERACY | $25,000 |
| WORLD CENTRAL KITCHEN INC | |||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | ANNUAL FUND | $5,000 |
| NEW ENGLAND PUBLIC RADIO FOUNDATION INC | |||||
| 1525 MAIN ST | SPRINGFIELD | MA | 011032085 | NEW VOICES CAMPAIGN | $5,000 |
| FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA INC | |||||
| 1924 CAPITAL BLVD | RALEIGH | NC | 27604 | ANNUAL FUND | $5,000 |
| OPERA COLORADO | |||||
| 4121 S NAVAJO ST | ENGLEWOOD | CO | 80110 | SUPPORTING SEARCH PROCESS | $25,000 |
| HITCHCOCK CENTER FOR THE ENVIRONMENT | |||||
| 845 WEST ST | AMHERST | MA | 01002 | INSPIRING CREATIVE PROBLEM-SOLVING IN OUR WATERSHED | $25,000 |
| FRIENDSHIP BRIDGE | |||||
| 405 URBAN ST | LAKEWOOD | CO | 80228 | HEALTH FOR LIFE | $50,000 |
| BOSTON SYMPHONY ORCHESTRA INC | |||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | ANNUAL FUND | $10,000 |
| COLORADO SYMPHONY ASSOCIATION | |||||
| BOETTCHER CONCERT HALL | DENVER | CO | 80202 | ANNUAL FUND | $10,000 |
| DALLAS SYMPHONY ASSOCIATION INC | |||||
| MORTON H MEYERSON SYMPHONY CENTER | DALLAS | TX | 75201 | ANNUAL FUND | $10,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73115 | ANNUAL FUND | $20,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73115 | DEBT FREE TEACHERS | $30,000 |
| AUSTIN PRESBYTERIAN THEOLOGIAL SEMINARY | |||||
| 100 E 27TH ST | AUSTIN | TX | 787055711 | ANNUAL FUND | $6,000 |
| VICKERY MEADOW LEARNING CENTER DBA LITERACY ACHIEVES | |||||
| PO BOX 150390 | DALLAS | TX | 75315 | ANNUAL FUND | $20,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73115 | OU TEACHER BOUND: RECRUITING THE NEXT GENERATION OF OKLAHOMA TEACHERS | $50,000 |
| NORTH DALLAS SHARED MINISTRIES INC | |||||
| 2875 MERRELL RD | DALLAS | TX | 752294702 | ANNUAL FUND | $30,000 |
| THE WOMEN'S FOUNDATION OF COLORADO | |||||
| 1901 E ASBURY AVE | DENVER | CO | 80208 | ANNUAL FUND | $10,000 |
| NEXUS RECOVERY CENTER INC | |||||
| 8733 LA PRADA DRIVE | DALLAS | TX | 75228 | ANNUAL FUND | $10,000 |
| INFANT CRISIS SERVICES INC | |||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | ANNUAL FUND | $15,000 |
| HOPE SUPPLY CO (FORMERLY CAPTAIN HOPE'S KIDS) | |||||
| 10480 SHADY TRAIL | DALLAS | TX | 75220 | ANNUAL FUND | $10,000 |
| MUSEUM OF CONTEMPORARY ART - DENVER | |||||
| 1485 DELGANY ST | DENVER | CO | 80202 | ANNUAL FUND | $15,000 |
| CLEVELAND COUNTY HABITAT FOR HUMANITY INC | |||||
| PO BOX 1005 | NORMAN | OK | 73070 | ANNUAL FUND | $10,000 |
| TEXAS TREES FOUNDATION | |||||
| 3000 PEGASUS PARK DRIVE | DALLAS | TX | 75247 | ANNUAL FUND | $10,000 |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | INCREASING ACCESS TO NATURE FOR CHILDREN IN SPRINGFIELD | $25,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | |||||
| 25 CAREW STREET | CHICOPEE | MA | 01020 | ANNUAL FUND | $35,000 |
| REGIONAL FOOD BANK OF OKLAHOMA INC | |||||
| 3355 S PURDUE | OKLAHOMA CITY | OK | 731213006 | ANNUAL FUND | $30,000 |
| FOOD AND SHELTER INC | |||||
| 201 REED AVENUE | NORMAN | OK | 73071 | THE SHARE CENTER | $25,000 |
| OPERA COLORADO | |||||
| 4121 S NAVAJO ST | ENGLEWOOD | CO | 80110 | NEW AND RARELY PERFORMED OPERA REPERTOIRE | $40,000 |
| THE PARK PEOPLE | |||||
| 1510 S GRANT STREET | DENVER | CO | 80210 | ANNUAL FUND | $5,000 |
| WOMEN'S BEAN PROJECT | |||||
| 1300 W ALAMEDA AVENUE | DENVER | CO | 80223 | ANNUAL FUND | $15,000 |
| PLANNED PARENTHOOD GREAT PLAINS | |||||
| 4401 W 109TH ST | OVERLAND PARK | KS | 66211 | ANNUAL FUND | $10,000 |
| OKLAHOMA CONTEMPORARY ARTS CENTER | |||||
| PO BOX 3062 | OKLAHOMA CITY | OK | 73101 | ANNUAL FUND | $10,000 |
| MOUNT GRACE LAND CONSERVATION TRUST | |||||
| 1461 OLD KEENE ROAD | ATHOL | MA | 01331 | STEWARDSHIP YOUTH OUTREACH PROJECT | $25,000 |
| THE URBAN MISSION INC | |||||
| 3737 N PORTLAND AVE | OAKLAHOMA CITY | OK | 73112 | THE URBAN MISSION'S FOOD & RESOURCE CENTER | $25,000 |
| METRO CARING | |||||
| 1100 E 18TH AVE | DENVER | CO | 80218 | URBAN AGRICULTURE PROGRAM | $15,000 |
| EASTERN OREGON FILM FESTIVAL | |||||
| 112 DEPOT ST | LA GRANDE | OR | 97850 | ANNUAL FUND | $5,000 |
| THE CARE CENTER | |||||
| 247 CABOT ST | HOLYOKE | MA | 01040 | ANNUAL FUND | $10,000 |
| EVERYLIBRARY | |||||
| PO BOX 406 | RIVERSIDE | IL | 60546 | ANNUAL FUND | $10,000 |
| TEXAS WOMENS FOUNDATION | |||||
| 8150 N CENTRAL EXPY STE 110 | DALLAS | TX | 75206 | ANNUAL FUND | $10,000 |
| WOMEN'S FUND OF WESTERN MASSACHUSETTS | |||||
| 333 BRIDGE STREET | SPRINGFIELD | MA | 01103 | ANNUAL FUND | $15,000 |
| CENTER FOR CHILDREN AND FAMILIES INC | |||||
| 210 S COCKREL AVE | NORMAN | OK | 73071 | ANNUAL FUND | $10,000 |
| PRESTON HOLLOW PRESBYTERIAN SCHOOL | |||||
| 9800 PRESTON RD | DALLAS | TX | 752305044 | ANNUAL FUND | $10,000 |
| POETIC | |||||
| PO BOX 132633 | DALLAS | TX | 75313 | ASC | $15,000 |
| STERLING & FRANCINE CLARK ART INST | |||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | ANNUAL FUND | $10,000 |
| ACCESS MODE INC | |||||
| 2400 MONACO PKWY | DENVER | CO | 802073455 | ANNUAL FUND | $10,000 |
| WORLD CENTRAL KITCHEN INC | |||||
| 200 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | ANNUAL FUND | $5,000 |
| TEXAS A&M FOUNDATION | |||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | LIBRARIES COURSE MATERIALS AFFORDABILITY PROGRAM ENDOWMENT | $75,000 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||
| 7424 GREENVILLE AVE | DALLAS | TX | 75231 | ANNUAL FUND | $10,000 |
| NEW ENGLAND PUBLIC MEDIA | |||||
| 44 HAMPDEN ST | SPRINGFIELD | MA | 01103 | ANNUAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $953,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AUSTIN PRESBYTERIAN THEOLOGIAL SEMINARY | |||||
| 100 E 27TH ST | AUSTIN | TX | 787055711 | ANNUAL FUND | $6,000 |
| METRO CARING | |||||
| 1100 E 18TH AVE | DENVER | CO | 80218 | URBAN AGRICULTURE PROGRAM | $15,000 |
| HITCHCOCK CENTER FOR THE ENVIRONMENT | |||||
| 845 WEST ST | AMHERST | MA | 01002 | INSPIRING CREATIVE PROBLEM-SOLVING IN OUR WATERSHED | $25,000 |
| OPERA COLORADO | |||||
| 4121 S NAVAJO ST | ENGLEWOOD | CO | 80110 | NEW AND RARELY PERFORMED OPERA REPERTOIRE | $40,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73115 | OU TEACHER BOUND: RECRUITING THE NEXT GENERATION OF OKLAHOMA TEACHERS | $50,000 |
| ALLIED ARTS OF OKLAHOMA INC | |||||
| 1015 N BROADWAY AVENUE | OKLAHOMA CITY | OK | 73102 | INSPIRING OKLAHOMA YOUTH THROUGH ARTS EDUCATION + OUTREACH | $15,000 |
| DALLAS CHILDREN'S THEATER | |||||
| 5938 SKILLMAN | DALLAS | TX | 75231 | DALLAS CHILDRENS THEATER OFF-SITE RESIDENCIES- CURTAINS UP ON READING AND CURTAINS UP ON LITERACY | $25,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73115 | DEBT FREE TEACHERS | $30,000 |
| FRIENDSHIP BRIDGE | |||||
| 405 URBAN ST | LAKEWOOD | CO | 80228 | HEALTH FOR LIFE | $50,000 |
| TEXAS A&M FOUNDATION | |||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | LIBRARIES COURSE MATERIALS AFFORDABILITY PROGRAM ENDOWMENT | $75,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73115 | DEBT FREE TEACHERS | $30,000 |
| DALLAS CHILDREN'S THEATER | |||||
| 5938 SKILLMAN | DALLAS | TX | 75231 | DALLAS CHILDRENS THEATER OFF-SITE RESIDENCIES- CURTAINS UP ON READING AND CURTAINS UP ON LITERACY | $25,000 |
| FRIENDSHIP BRIDGE | |||||
| 405 URBAN ST | LAKEWOOD | CO | 80228 | HEALTH FOR LIFE | $50,000 |
| UNIVERSITY OF OKLAHOMA FOUNDATION INC | |||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73115 | OU TEACHER BOUND: RECRUITING THE NEXT GENERATION OF OKLAHOMA TEACHERS | $50,000 |
| ALLIED ARTS OF OKLAHOMA INC | |||||
| 1015 N BROADWAY AVENUE | OKLAHOMA CITY | OK | 73102 | INSPIRING OKLAHOMA YOUTH THROUGH ARTS EDUCATION + OUTREACH | $15,000 |
| TEXAS A&M FOUNDATION | |||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | LIBRARIES COURSE MATERIALS AFFORDABILITY PROGRAM ENDOWMENT | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $576,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,943 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $354,766 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,168,924 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,550,633 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,550,633 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES B CRAWLEY | ||||||
| 1 | 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | $232,931 | Yes (X) |
| 2020 JAMES B CRAWLEY CHARITABLE LEAD UNITRUST | ||||||
| 2 | 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | $256,000 | Yes (X) |
| MARY W CRAWLEY CHARITABLE LEAD UNITRUST | ||||||
| 3 | 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 | $496,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 908.0000 SHS ABBOTT LABS COM | $56,789 | $102,704 |
| 388.0000 SHS ACCENTURE PLC IRELAND SHS CLASS A | $69,749 | $136,495 |
| 132.0000 SHS ADOBE INC COM | $51,551 | $58,698 |
| 97.0000 SHS AIR PRODS & CHEMS INC COM | $27,941 | $28,134 |
| 1,182.0000 SHS ALPHABET INC CAP STK CL A | $98,730 | $223,753 |
| 405.0000 SHS AMERICAN TOWER CORP NEW COM | $54,963 | $74,281 |
| 455.0000 SHS APPLE INC COM | $78,511 | $113,941 |
| 75.0000 SHS BLACKROCK INC COM | $31,585 | $76,883 |
| 183.0000 SHS COSTCO WHSL CORP NEW COM | $81,290 | $167,677 |
| 423.0000 SHS DANAHER CORPORATION COM | $44,504 | $97,100 |
| 596.0000 SHS DISNEY WALT CO COM | $70,022 | $66,365 |
| 418.0000 SHS ECOLAB INC COM | $38,993 | $97,946 |
| 616.0000 SHS FISERV INC COM | $66,440 | $126,539 |
| 1,063.0000 SHS FORTIVE CORP COM | $58,632 | $79,725 |
| 931.0000 SHS GILEAD SCIENCES INC COM | $56,852 | $85,996 |
| 347.0000 SHS HOME DEPOT INC COM | $77,441 | $134,980 |
| 516.0000 SHS HONEYWELL INTL INC COM | $66,256 | $116,559 |
| 438.0000 SHS INTERCONTINENTAL EXCHANGE INC COM | $31,500 | $65,266 |
| 161.0000 SHS INTUIT COM | $41,751 | $101,188 |
| 729.0000 SHS JPMORGAN CHASE & CO. COM | $108,298 | $174,749 |
| 2,721.0000 SHS KEURIG DR PEPPER INC COM | $88,699 | $87,399 |
| 292.0000 SHS L3HARRIS TECHNOLOGIES INC COM | $58,918 | $61,402 |
| 458.0000 SHS LAUDER ESTEE COS INC CL A | $35,222 | $34,341 |
| 376.0000 SHS MARRIOTT INTL INC NEW CL A | $75,819 | $104,881 |
| 341.0000 SHS MCDONALDS CORP COM | $54,437 | $98,852 |
| 566.0000 SHS MICROSOFT CORP COM | $104,704 | $238,569 |
| 936.0000 SHS NEXTERA ENERGY INC COM | $65,243 | $67,102 |
| 462.0000 SHS NVIDIA CORPORATION COM | $67,874 | $62,042 |
| 1,405.0000 SHS ORACLE CORP COM | $95,325 | $234,129 |
| 506.0000 SHS PAYPAL HLDGS INC COM | $30,340 | $43,187 |
| 202.0000 SHS ROPER TECHNOLOGIES INC COM | $56,833 | $105,010 |
| 193.0000 SHS S&P GLOBAL INC COM | $46,504 | $96,120 |
| 1,998.0000 SHS SCHLUMBERGER LTD COM STK | $68,433 | $76,603 |
| 476.0000 SHS STRYKER CORPORATION COM | $86,934 | $171,384 |
| 620.0000 SHS TEXAS INSTRS INC COM | $51,701 | $116,256 |
| 204.0000 SHS THERMO FISHER SCIENTIFIC INC COM | $46,962 | $106,127 |
| 1,424.0000 SHS TJX COS INC NEW COM | $81,657 | $172,033 |
| 535.0000 SHS VISA INC COM CL A | $77,262 | $169,081 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 93,2248.99 SHS AETOS CAPITAL, LLC PRIME PORTFOLIO | FMV | $428,063 | $932,249 |
| 32,187.951 SHS DODGE & COX INCOME FD INCOME FUND I | FMV | $411,040 | $398,487 |
| 38,496.687 SHS DFA INVT DIMENSIONS GRP INC EMERGING MRKTS | FMV | $1,140,737 | $1,099,850 |
| 8,354 SHS INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | FMV | $1,407,639 | $1,463,871 |
| 9,774 SHS ISHARES TR RUSSELL 2000 ETF | FMV | $1,786,021 | $2,159,663 |
| 33,452 SHS ISHARES TR RUS MID CAP ETF | FMV | $2,405,952 | $2,957,157 |
| 45,113.747 SHS METROPOLITAN WEST FDS TOTAL RET CL 1 | FMV | $404,219 | $400,159 |
| 29,944.089 SHS NUVEEN INVT FDS INC RLTEST SEC I | FMV | $485,762 | $447,365 |
| 151,842.021 SHS VANGUARD FIXED INCOME SECS FD HIYLD CORP ADM | FMV | $817,944 | $822,984 |
| 6,460 SHS VANGUARD INDEX FDS S&P 500 ETF SHS | FMV | $2,628,930 | $3,480,713 |
| 22,866 SHS VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | FMV | $1,104,875 | $1,093,452 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $50 | $50 | $0 |
| SOFTWARE SUBSCRIPTIONS | $4,400 | $4,400 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER BOOK ADJUSTMENTS | Desc |
| Amt | $1,433 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $1,978 | $1,978 | $0 |
| PORTFOLIO MANAGEMENT FEES | $88,545 | $88,545 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JAMES B CRAWLEY | |||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 |
| 2020 JAMES B CRAWLEY CHARITABLE LEAD UNITRUST | |||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 |
| MARY W CRAWLEY CHARITABLE LEAD UNITRUST | |||
| 105 NORTH HUDSON SUITE 800 | OKLAHOMA CITY | OK | 73102 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $1,300 | $0 | $0 |
| FOREIGN TAXES | $6,519 | $6,519 | $0 |
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