KIRKPATRICK FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KIRKPATRICK FOUNDATION INC (EIN 73-0701736)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349104973
- Schema version
- 2017v2.3
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T17:05:31-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 BROADWAY EXT SUITE 300 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730701736 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRKPATRICK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIRK | BusinessNameControlTxt |
| Phone | 4056080935 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WEST WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT CLEMENTS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4056080935 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | W LYNDEL LACKEY | PreparerPersonNm |
| PTIN | P00234298 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.184.84.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 17:29:30 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AB8BD5A88D4BA927D2DA994192B6818756100B67 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AB9D39DAB8F64CBCBAEF692949137285CA1D49BB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,013,897 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,232,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,232,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,194,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,257,350 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,194,662 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $316,535 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $316,535 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,743,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,743,837 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $163,564 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,535 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $139,029 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $180,206 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,722 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $170,484 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $56,902 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,535 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $48,367 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,184 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,092 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,092 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,829 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,915 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,914 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $172,082 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,082 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,564 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,744 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $28,820 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,453 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $37,638 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $7,489 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,744 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,745 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,712 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,356 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,356 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $741,838 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,634 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $704,204 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,437,823 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $349,997 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,113,011 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,186,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,186,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,624,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $349,997 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,299,291 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $119,734 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,393,840 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $185,408 | CashEOYAmt |
| Cash EOYFMV | $185,408 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,412,140 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,899,833 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,899,833 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $164,645 | AcctRcvblAmt |
| Acct Rcvbl BOY | $167,052 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $164,645 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $164,645 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,300,018 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,819,970 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,819,970 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,361,465 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,926,198 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,926,198 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,007,156 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,782,153 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,782,153 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $143,402 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $143,402 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOYFMV | $1,157,840 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $124,071 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $100,502 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $36,024 | LandBOYAmt |
| Land EOY | $23,569 | LandEOYAmt |
| Land EOYFMV | $23,569 | LandEOYFMVAmt |
| Other Assets BOY | $54,119 | OtherAssetsBOYAmt |
| Other Assets EOY | $54,281 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $54,281 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,337,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,856,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,013,897 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $55,355 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $60,632 | AccountsPayableEOYAmt |
| Grants Payable BOY | $65,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $120,355 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,632 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $40,217,619 | UnrestrictedBOYAmt |
| Unrestricted EOY | $68,795,425 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,217,619 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,795,425 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,337,974 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,856,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,217,619 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $119,734 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,458,072 | OtherIncreasesAmt |
| Subtotal | $68,795,425 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $68,795,425 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2017-12-31 | $10,257,347 | $8,062,688 | $2,194,659 | $2,194,659 |
| CAPITAL GAINS DIVIDENDS | P | $3 | $3 | $3 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,194,662 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,035,393 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $61,161,653 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049629 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,106,322 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $64,581,620 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048099 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,730,585 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $64,165,577 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042555 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,790,478 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $59,353,529 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047015 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,384,658 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $48,396,766 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049273 | DistributionYr5Rt |
| Total Distribution | 0.236571 | TotalDistributionRt |
| Average Distribution | 0.047314 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $66,038,309 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,124,537 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,938 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,158,475 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,299,291 | 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 | $33,938 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,938 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,220 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $42,220 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $101 | EsPenaltyAmt |
| Overpayment | $8,181 | OverpaymentAmt |
| Applied To ES Tax | $8,181 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.KIRKPATRICKFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4058402882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WEST WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTIAN K KEESEE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ROBERT CLEMENTS | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| REBECCA LOVE MCCUBBIN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LOUISA MCCUNE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | SECRETARY/EXECUTIVE DIRECTOR | 40.00 | $140,805 | $22,759 | $0 |
| MAX WEITZENHOFFER | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TREASURER | 1.00 | $0 | $0 | $0 |
| GEORGE BACK | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GEORGE RECORDS | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MISCHA GORKUSCHA | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARK ROBERTSON | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LIZ EICKMAN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | ADVISER | 1.00 | $0 | $0 | $0 |
| DAVID F GRIFFIN | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH A FARABEE | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PAULETTE D BLACK | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | SENIOR PROGRAM OFFIC | 40.00 | $95,051 | $12,983 | $0 |
| KATHY E MCCORD | ||||||||
| 1001 W WILSHIRE BLVD 4TH FLOOR | OKLAHOMA CITY | OK | 73116 | OFFICE ADMINISTRATOR | 40.00 | $59,066 | $11,183 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED CAPITAL FINANCIAL ADVISERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 NEWPORT CENTER DRIVE SUITE 500 | AddressLine1Txt |
| City | NEWPORT BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $94,576 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ARTDESK, A FREE, QUARTERLY PUBLICATION DEVOTED TO CONTEMPORARY ART, PERFORMANCE AND THOUGHT CHANGED ITS FORMAT AND FREQUENCY TO BETTER SERVE ITS MISSION: TO INFORM READERS ABOUT REGIONAL AND NATIONAL EVENTS, EXHIBITIONS, EDUCATION, AND PROMOTE CREATIVE LITERACY AND APPRECIATION. THIS YEAR, ARTDESK TRANSFORMED FROM A SEMI-ANNUAL MAGAZINE SOLD ON NEWSSTANDS ACROSS THE WORLD, TO A FREE, QUARTERLY PUBLICATION DISTRIBUTED WIDELY ACROSS OKLAHOMA, TEXAS, AND COLORADO. THE MAGAZINE PRINTS 75,000 COPIES OF EVERY ISSUE TRIPLING ARTDESK'S ORIGINAL PRINT RUN AND REACHING MORE READERS NOW THAN EVER BEFORE. WITH EACH ISSUE, 50,000 COPIES ARE INSERTED INTO A THURSDAY EDITION OF THE OKLAHOMAN. BEGINNING IN 2017, 4,100 COPIES ARE DISTRIBUTED TO EVERY MIDDLE SCHOOL AND HIGH SCHOOL VISUAL ARTS DEPARTMENT IN OKLAHOMA CITY PUBLIC SCHOOLS. PUBLISHED BY KIRKPATRICK FOUNDATION, ARTDESK WILL CONTINUE ITS MISSION TO FOCUS ON THE CONTEMPORARY ARTS. | Description1Txt |
| Expenses1 | $419,201 | Expenses1Amt |
| Description2 | OKLAHOMA LINK CONFERENCE AND COALITIONKIRKPATRICK FOUNDATION CONVENED OVER 90 OKLAHOMA PROFESSSIONALS ON NOVEMBER 7, 2017 AT A DAY LONG CONFERENCE TO DISCUSS THE LINK BETWEEN ANIMAL ABUSE, DOMESTIC VIOLENCE, AND CHILD ABUSE. SPEAKERS AT THE CONFERENCE INCLUDED A FORENSIC VETERINARIAN, THE STATE DIRECTOR OF HSUS, A DISTRICT ATTORNEY, AND A STAFF MEMBER OF THE ASPCA.IN 2017, KIRPATRICK FOUNDATION SELECTED AND FINANCIALLY SUPPORTED THE CREATION OF A COORDINATOR POSITION FOR THE OKLAHOMA LINK COALITION. THE COALITION EDUCATES OKLAHOMA PROFESSIONALS ABOUT THE LINK BETWEEN ANIMAL ABUSE, DOMESTIC VIOLENCE, AND CHILD ABUSE. THE COORDINATOR HELPS CONTACT ORGANIZATIONS AND PROFESSIONALS REGARDING THE LINK, SET UP QUARTERLY LINK MEETINGS, AND COORDINATES CONFERENCE SPEAKING EVENTS. | Description2Txt |
| Expenses2 | $35,031 | Expenses2Amt |
| Description3 | REPORTING ANIMAL CRUELTYKIRKPATRICK FOUNDATION WORKED WITH ANIMALFOLKS, A MINNESOTA ORGANIZATION, TO CREATE A MANUAL TO GUIDE OKLAHOMA VETERINARIANS IN HOW TO REPORT ANIMAL CRUELTY. THE MANUAL WAS EDITED AND FACT CHECKED BY LOCAL VETERINARIANS, A DISTRICT ATTORNEY, AND A MEMBER OF THE OKLAHOMA VETERINARY MEDICAL ASSOCIATION (2018). THE MANUAL WAS DISTRIBUTED TO ALL OKLAHOMA VETERINARIANS IN THE STATE, OVER 990, AT THE ANNUAL OVMA CONFERENCE IN JANUARY OF 2018. | Description3Txt |
| Expenses3 | $13,666 | Expenses3Amt |
| Description4 | OTHER SERVICES AND ACTIVITIES SUPPORTING ANIMAL WELFARE | Description4Txt |
| Expenses4 | $139,009 | Expenses4Amt |
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 | $59,924,668 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,871,318 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,247,983 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,043,969 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,043,969 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,005,660 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,038,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,301,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,301,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,938 | TotalTaxAmt |
| Distributable Before Adj | $3,267,977 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,267,977 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,267,977 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,299,291 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,299,291 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33,938 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,265,353 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,267,977 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $75,951 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,299,291 | QualifyingDistributionsAmt |
| Applied To Year1 | $75,951 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,223,340 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $44,637 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LOUISA MCCUNE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 W WILSHIRE BLVD 4TH FLOOR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4056080934 | RecipientPhoneNum |
| Recipient Email Address | LOUISA@KIRKPATRICKFOUNDATION.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | THE APPLICATION SHOULD BE FILLED OUT ONLINE AT HTTP://KIRKPATRICKFOUNDATION.COM/APPLY-FOR-A-GRANT. SMALL GRANT APPLICATIONS HAVE NO SPECIFIC DEADLINE, BUT PLEASE ALLOW 30-45 DAYS FOR CONSIDERATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES ARE JUNE 1 AND DECEMBER 1 FOR LETTERS OF INQUIRY FOR REQUESTS OVER $10,000. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT PROPOSALS ARE CONSIDERED ONLY FROM ELIGIBLE ORGANIZATIONS WHO: - CURRENTLY QUALIFY AS A 501(C)(3) NONPROFIT ORGANIZATION ACCORDING TO THE INTERNAL REVENUE CODE - SERVE CENTRAL OKLAHOMA, PRIMARILY THE OKLAHOMA CITY METROPOLITAN AREA, OKLAHOMA COUNTY AND SURROUNDING COUNTIES AND COMMUNITIES - ORGANIZATIONS SHOULD HAVE A THREE-YEAR TRACK RECORD OF PROGRAMMING - MAINTAIN CURRENT FINANCIAL RECORDS, PROVIDING A COPY OF THE OPERATIONAL BUDGET AND A STATEMENT OF FINANCIAL POSITION -HAVE A WORKING BOARD OF DIRECTORS, AS WELL AS MANAGEMENT, GOVERNANCE, AND ACCOUNTABILITY STRUCTURES IN PLACE - PROVIDE A LIST OF BOARD MEMBERS AND THEIR AFFILIATION - DEMONSTRATE 100 PERCENT BOARD-MEMBER GIVING; PROVIDE A THREE-YEAR STRATEGIC PLAN WE DO NOT FUND: - INDIVIDUALS - LOBBYING ORGANIZATIONS - MEDICAL AND/OR HEALTH-RELATED CAUSES - SOCIAL SERVICES - ATHLETIC PROGRAMS - CAPITAL CAMPAIGNS - ENDOWMENTS - MULTI-YEAR PROJECTS - INDIRECT COSTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC | ||||||||
| 2123 NORTH CLASSEN BOULEVARD | OKLAHOMA CITY | OK | 73106 | NONE | PC | DRAWINGS ON MEMORIES | $5,000 | |
| AMERICAN ASSOC OF ZOO VETERINARIANS | ||||||||
| 581705 WHITE OAK ROAD | YULEE | FL | 32097 | NONE | PC | INTERNATIONAL VETERINARIAN CONFERENCE FUND | $3,000 | |
| AMERICAN HUMANE ASSOCIATION | ||||||||
| 1400 16TH STREET NW SUITE 350 | WASHINGTON | DC | 20036 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| ANIMAL FOLKS | ||||||||
| 1043 GRAND AVE 115 | SAINT PAUL | MN | 55105 | NONE | PC | OK VETERINARY MANUAL- REPORTING ANIMAL CRUELTY | $10,000 | |
| ANIMAL GRANTMAKERS INC | ||||||||
| 1611 TELEGRAPH AVE SUITE 803 | OAKLAND | CA | 94612 | NONE | PC | 2017 CONFERENCE SPONSORSHIP | $5,000 | |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS- OK CHAPTER | ||||||||
| PO BOX 217 | OKLAHOMA CITY | OK | 73101 | NONE | PC | AFP OKLAHOMA NATIONAL PHILANTHROPY DAY | $2,000 | |
| ASSOCIATION OF NOTRE DAME CLUBS INC | ||||||||
| 5820 N PENNSYLVANIA AVE 211-B | OKLAHOMA CITY | OK | 73112 | NONE | PC | SSLP INTERNSHIP | $500 | |
| BISHOP MCGUINNESS CATHOLIC HIGH SCHOOL | ||||||||
| 801 NW 50TH STREET | OKLAHOMA CITY | OK | 73118 | NONE | PC | FINE ARTS PROGRAM FOR MUSIC INSTRUMENTS | $19,000 | |
| BLACK LIBERATED ARTS CENTER | ||||||||
| PO BOX 11014 | OKLAHOMA CITY | OK | 73136 | NONE | PC | ARTS INTEGRATION PROGRAMS FOR OKC PUBLIC SCHOOLS | $20,000 | |
| BRING BACK THE MUSIC LTD | ||||||||
| 10724 NORTH KELLEY AVENUE | OKLAHOMA CITY | OK | 73131 | NONE | PC | FROM THE STREETS TO THE STAGE OR STUDIO | $8,000 | |
| CANTERBURY VOICES INC | ||||||||
| 424 COLCORD DRSTE D | OKLAHOMA CITY | OK | 73102 | NONE | PC | 2017-2018 CONCERT SEASON | $25,000 | |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||
| PO BOX 710 | TUSCON | AZ | 85702 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CENTER FOR DISASTER PHILANTHROPY INC | ||||||||
| 1201 CONNECTICUT AVESUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | MAKING CONTRIBUTIONS TO DISASTER RELATED ACTIVITIES STRAT | $1,000 | |
| CHISHOLM TRAIL HERITAGE CENTER ASSOCIATION | ||||||||
| 1000 CHISHOLM TRAIL PARKWAY | DUNCAN | OK | 73533 | NONE | PC | 2017 EDUCATION PROGRAMMING | $4,900 | |
| CHOREGUS PRODUCTIONS INC | ||||||||
| 5272 SOUTH LEWIS AVE SUITE 236 | TULSA | OK | 74105 | NONE | PC | SUMMER HEAT INTERNATIONAL DANCE FESTIVAL | $1,000 | |
| CIMARRON CIRCUIT OPERA COMPANY | ||||||||
| PO BOX 1085 | NORMAN | OK | 73069 | NONE | PC | 2017-2018 SCHOLASTIC OPERA TOUR | $19,000 | |
| COMMEMORATIVE AIR FORCE | ||||||||
| PO BOX 20452 | OKLAHOMA CITY | OK | 73156 | NONE | PC | AIRPLANE RESTORATION | $25,000 | |
| DEADCENTER FILM FESTIVAL | ||||||||
| 726 W SHERIDAN AVE STE 170 | OKLAHOMA CITY | OK | 73102 | NONE | PC | 2017 FILM FESTIVAL | $25,000 | |
| DOCUMENTARY EDUCATIONAL RESOURCES | ||||||||
| 101 MORSE ST | WATERTOWN | MA | 02472 | NONE | PC | TO BE | $25,000 | |
| DOWN SYNDROME ASSOCIATION OF CENTRAL OKLAHOMA | ||||||||
| 720 WEST WILSHIRE SUITE 112 | OKLAHOMA CITY | OK | 73116 | NONE | PC | DSACO TUTORING CENTER UPGRADES | $7,500 | |
| EL RENO PUBLIC SCHOOL FOUNDATION INC | ||||||||
| PO BOX 356 | EL RENO | OK | 73036 | NONE | PC | ALLOT INITIATIVE | $1,000 | |
| EL SISTEMA OKLAHOMA INC | ||||||||
| 3220 QUAIL SPRINGS PARKWAY | OKLAHOMA CITY | OK | 73134 | NONE | PC | 2017-2018 CONCERT SEASON AND NEW SUPPORT | $25,000 | |
| FAUNALYTICS | ||||||||
| PO BOX 6476 | OLYMPIA | WA | 98507 | NONE | PC | ANIMAL PROTECTION RESEARCH LIBRARY | $1,500 | |
| FREEDOM SCHOOL OKLAHOMA CITY INC | ||||||||
| PO BOX 54364 | OKLAHOMA CITY | OK | 73154 | NONE | PC | 2017 PROGRAM EXPENSES | $25,000 | |
| FRIENDS OF THE OKLAHOMA HISTORY CENTER | ||||||||
| 800 NAZIH ZUHDI DRIVE | OKLAHOMA CITY | OK | 73105 | NONE | PC | WELCOME HOME: OK AND THE WAR IN VIETNAM | $70,000 | |
| GENERATION CITIZEN INC | ||||||||
| 309 NW 13TH ST | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERATION CITIZEN OKLAHOMA | $7,500 | |
| GREATEST STORIES NEVER TOLD INC | ||||||||
| 7805 E BROADWAY STREET | BROKEN ARROW | OK | 74014 | NONE | PC | FLY WITH BANNING | $3,000 | |
| HENNESSEY EDUCATIONAL SCHOOL FOUNDATION INC | ||||||||
| HENNESSEY EDUCATIONAL SCHOOL FDNPO | HENNESSEY | OK | 73742 | NONE | PC | CREATING OPPORTUNITIES FOR BAND STUDENTS | $7,000 | BOX 162 |
| HOME INTEGRATION INC | ||||||||
| 1900 WEST MACARTHUR | SHAWNEE | OK | 74804 | NONE | PC | TELE-EDUCATION PLATFORM PROJECT & COMMUNITY-BASED PROGRAM | $25,000 | |
| HOPEHOUSE SUPPORTIVE AND TRANSITIONAL LIVING INC | ||||||||
| 6608 N WESTERN AVE PBM 17B | OKLAHOMA CITY | OK | 73116 | NONE | PC | HOPEKIDS PROGRAM | $10,000 | |
| JAZZ IN JUNE INC | ||||||||
| PO BOX 2405 | NORMAN | OK | 73070 | NONE | PC | JAZZ IN JUNE 2018 | $5,000 | |
| JUNIOR ACHIEVEMENT OF OKLAHOMA INC | ||||||||
| 5400 N GRAND BLVD SUITE 230 | OKLAHOMA CITY | OK | 73112 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| KCSC CLASSICAL RADIO FOUNDATION | ||||||||
| 100 NORTH UNIVERSITY DRIVE | EDMOND | OK | 73034 | NONE | PC | SPOTLIGHT ON THE ARTS AND PERFORMANCE OKLAHOMA | $20,000 | |
| KIRBAS INSTITUTE FOR THE ADVANCEMENT OF RELEVANT FAITH INC | ||||||||
| 11202 TWISTED OAK RD | OKLAHOMA CITY | OK | 73120 | NONE | PC | SPEAKER EVENT WITH JOHN SUTTER | $4,000 | |
| LIFE CHANGE BALLROOM | ||||||||
| 4509 TAMARISK DRIVE | OKLAHOMA CITY | OK | 73116 | NONE | PC | LIFE CHANGE ACADEMY INSTRUCTIONAL ASSISTANCE PROJECT | $25,000 | |
| LYRIC THEATRE OF OKLAHOMA | ||||||||
| 1727 NORTHWEST 16TH STREET | OKLAHOMA CITY | OK | 73106 | NONE | PC | 2017 SEASON SUPPORT | $50,000 | |
| MERCY FOR ANIMALS | ||||||||
| 8033 SUNSET BOULEVARDSUITE 864 | LOS ANGELES | CA | 90046 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| METROPOLITAN SCHOOL OF DANCE INC | ||||||||
| PO BOX 14744 | OKLAHOMA CITY | OK | 73113 | NONE | PC | EMPOWERED THROUGH THE ARTS- TESTING THE WATERS UNLIMITED | $9,575 | |
| MILLWOOD SCHOOL DISTRICT ENRICHMENT FOUNDATION | ||||||||
| 6724 MARTIN LUTHER KING | OKLAHOMA CITY | OK | 73111 | NONE | PC | INCREASING DIGITAL ACCESS FOR ALL | $47,000 | |
| MOUNT ST MARY HIGH SCHOOL | ||||||||
| 2801 S SHARTEL AVE | OKLAHOMA CITY | OK | 73109 | NONE | PC | OUTREACH WITH MUSIC | $7,293 | |
| NATIONAL COWBOY & WESTERN HERITAGE MUSEUM | ||||||||
| 1700 NE 63RD ST | OKLAHOMA CITY | OK | 73111 | NONE | PC | EDUCATIONAL PROGRAMS & SERVICES | $35,000 | |
| NATIONAL DISASTER SEARCH DOG FOUNDATION | ||||||||
| 6800 WHEELER CANYON ROAD | SANTA PAULA | CA | 93060 | NONE | PC | STRENGTHENING DISASTER RESPONSE IN OK | $20,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 505 EAST HUNTLAND DRIVESUITE 485 | AUSTIN | TX | 78752 | NONE | PC | OUTREACH IN RURAL OKLAHOMA | $12,000 | |
| NEWSPAPER IN EDUCATION INSTITUTE | ||||||||
| 100 W MAIN ST SUITE 100 | OKLAHOMA CITY | OK | 73102 | NONE | PC | A CAUSE FOR P.A.W.S. DESIGN & PRINTING | $16,354 | |
| NEWVIEW OKLAHOMA | ||||||||
| 501 NORTH DOUGLAS AVENUE | OKLAHOMA CITY | OK | 73106 | NONE | PC | CREATIVE VISIONS ART PROGRAMS FOR VISUALLY IMPAIRED | $15,000 | |
| NICHOLS HILLS PARK INC | ||||||||
| 6407 AVONDALE DRIVE | NICHOLS HILLS | OK | 73116 | NONE | PC | DONATION IN MEMORY OF KONRAD KEESEE | $5,000 | |
| NORMAN ARTS AND HUMANITIES COUNCIL | ||||||||
| 122 EAST MAIN STREET | NORMAN | OK | 73069 | NONE | PC | MAINSITE CONTEMPORARY ART GALLERY ARTS OUTREACH | $20,000 | |
| NORMAN MUSIC ALLIANCE INC | ||||||||
| 219 EAST MAIN STREET | NORMAN | OK | 73069 | NONE | PC | 2017 NORMAN MUSIN FESTIVAL | $10,000 | |
| ODYSSEY LEADERSHIP ACADEMY | ||||||||
| 100 E CALIFORNIA AVENUE SUITE 300 | OKLAHOMA CITY | OK | 73104 | NONE | PC | GOOGLE CHROMEBOOKS FOR THE CLASSROOM | $8,000 | |
| OKLAHOMA ALLIANCE FOR ARTS EDUCATION | ||||||||
| 100 E CALIFORNIA AVENUE SUITE 300 | OKLAHOMA CITY | OK | 73104 | NONE | PC | PROFESSIONAL LEARNING TRAVEL GRANTS FOR ARTS EDUCATORS | $7,100 | |
| OKLAHOMA ANIMAL CARE FOUNDATION | ||||||||
| PO BOX 14521 | OKLAHOMA CITY | OK | 73113 | NONE | PC | SPAY & NEUTER ASSISTANCE FOR LOW INCOME PET OWNERS | $20,000 | |
| OKLAHOMA ARTS INSTITUTE | ||||||||
| 111 NW 9TH STREET | OKLAHOMA CITY | OK | 73102 | NONE | PC | 2017 OK SUMMER ARTS INSTITUTE @ QUARTZ MTN | $25,000 | |
| OKLAHOMA BAPTIST HOMES FOR CHILDREN | ||||||||
| 5100 EAST 33RD STREET | EDMOND | OK | 73013 | NONE | PC | BOYS RANCH TOWN ANIMAL THERAPY PROGRAM | $20,000 | |
| OKLAHOMA CENTER FOR COMMUNITY & JUSTICE | ||||||||
| 100 WEST 5TH STSUITE 701 | TULSA | OK | 74103 | NONE | PC | DIFFERENT AND THE SAME & BUDDY BENCH PROGRAM | $15,000 | |
| OKLAHOMA CENTER FOR NONPROFITS | ||||||||
| 720 W WILSHIRE BLVD STE 115 | OKLAHOMA CITY | OK | 73116 | NONE | PC | TRAINING, CONSULTING, PROFESSIONAL DEVELOPMENT | $40,000 | |
| OKLAHOMA CITY ASTRONOMY CLUB | ||||||||
| PO BOX 22804 | OKLAHOMA CITY | OK | 73123 | NONE | PC | 30-INCH REFLECTOR TELESCOPE | $25,000 | |
| OKLAHOMA CITY BALLET | ||||||||
| 6800 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73116 | NONE | PC | YVONNE CHOUTEAU SHCOOL OF DANCE BUILDING RENOVATION | $100,000 | |
| OKLAHOMA CITY COMMUNITY FOUNDATION | ||||||||
| PO BOX 1146 | OKLAHOMA CITY | OK | 73101 | NONE | PC | 2017 KFI & JEK FUND CONTRIBUTION | $200,000 | |
| OKLAHOMA CITY COMMUNITY FOUNDATION | ||||||||
| PO BOX 1146 | OKLAHOMA CITY | OK | 73101 | NONE | PC | EXPRESS FUND | $250,000 | |
| OKLAHOMA CITY COMMUNITY FOUNDATION | ||||||||
| PO BOX 1146 | OKLAHOMA CITY | OK | 73101 | NONE | PC | EXPRESS FUND | $62,500 | |
| OKLAHOMA CITY FOUNDATION FOR ARCHITECTURE | ||||||||
| 1300 NORTH SHARTEL AVE | OKLAHOMA CITY | OK | 73103 | NONE | PC | OKLAHOMA ARCHITECTUAL DRAWINGS DIGITAL ARCHIVES | $3,000 | |
| OKLAHOMA CITY METRO LITERACY COALITION | ||||||||
| 1444 NW 28TH ST | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL OPERATING | $6,000 | |
| OKLAHOMA CITY THEATRE COMPANY | ||||||||
| PO BOX 18226 | OKLAHOMA CITY | OK | 73154 | NONE | PC | SEASON 19 | $4,600 | |
| OKLAHOMA COMMUNITY ORCHESTRA | ||||||||
| PO BOX 11000 | OKLAHOMA CITY | OK | 73136 | NONE | PC | AN OKLAHOMA SEASON 2017 | $5,000 | |
| OKLAHOMA CONFERENCE OF CHURCHES | ||||||||
| 301 NW 36TH STREET | OKLAHOMA CITY | OK | 73118 | NONE | PC | PROGRAM EXPENSES | $10,000 | |
| OKLAHOMA EDUCATIONAL TELEVISION AUTHORITY | ||||||||
| 7403 N KELLEY AVENUE | OKLAHOMA CITY | OK | 73113 | NONE | PC | CONSERVATION PROGRAMMING & JOEL SARTORE SERIES RARE | $10,000 | |
| OKLAHOMA FOUNDATION FOR EXCELLENCE | ||||||||
| 120 NORTH ROBINSON 1420-W | OKLAHOMA CITY | OK | 73102 | NONE | PC | PROGRAM SUPPORT | $15,000 | |
| OKLAHOMA LARGE ANIMAL FIRST RESPONDERS INC | ||||||||
| PO BOX 20061 | OKLAHOMA CITY | OK | 73156 | NONE | PC | BIG USEFUL LIVESTOCK LESSON (B.U.L.L.) TRAINING | $6,250 | |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | ||||||||
| 424 COLCORD DRSTE B | OKLAHOMA CITY | OK | 73102 | NONE | PC | OMRF TEEN LEADERS IN PHILANTHROPY | $8,000 | |
| OKLAHOMA PHILHARMONIC SOCIETY INC | ||||||||
| 424 COLCORD DRSTE B | OKLAHOMA CITY | OK | 73102 | NONE | PC | EDUCATION, OUTREACH, NEW WEBSITE | $55,000 | |
| OKLAHOMA POLICY INC | ||||||||
| 907 S DETROIT AVESUITE 1005 | TULSA | OK | 74120 | NONE | PC | PUBLIC POLICY EDUCATION | $20,000 | |
| OKLAHOMA SCHOOL OF SCIENCE & MATHEMATICS FOUNDATION | ||||||||
| 1141 NORTH LINCOLN BLD | OKLAHOMA CITY | OK | 73104 | NONE | PC | 2017-2018 FINE ARTS PROGRAM FACULTY RETENTION BRIDGE | $20,000 | |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | NONE | PC | BLOOD COAGULATION ASSESSMENT OF CAPTIVE ASIAN ELEPHANTS | $50,000 | |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | NONE | PC | KOSU END OF CALENDAR YEAR MEMBERSHIP CAMPAIGN | $5,000 | |
| OKLAHOMA WATCH INC | ||||||||
| 395 W LINDSEY STSUITE 3120D | NORMAN | OK | 73019 | NONE | PC | CAPITOL-RELATED COVERAGE EXPANSION | $25,000 | |
| OKLAHOMA YOUTH ORCHESTRA | ||||||||
| 428 W CALIFORNIA SUITE 200 | OKLAHOMA CITY | OK | 73102 | NONE | PC | 2017 PROGRAM SUPPORT | $25,000 | |
| OPERATION OPPORTUNITY FOUNDATION | ||||||||
| 1012 14TH ST NW SUITE 1200 | WASHINGTON | DC | 20005 | NONE | PC | WARRIOR-SCHOLAR PROJECT AT UNIVERSITY OF OKLAHOMA | $7,500 | |
| OPRY HERITAGE FOUNDATION OF OKLAHOMA | ||||||||
| 2221 EXCHANGE AVENUE | OKLAHOMA CITY | OK | 73108 | NONE | PC | GROWING GRANVILLE | $20,000 | |
| ORGANIZATION FOR COMPETITIVE MARKETS | ||||||||
| PO BOX 6486 | LINCOLN | NE | 68506 | NONE | PC | GENERAL OPERATING | $8,100 | |
| PC NORTH BAND BOOSTERS | ||||||||
| PO BOX 720877 | OKLAHOMA CITY | OK | 73162 | NONE | PC | 5TH ANNUAL GREAT PLAINS INTERNATIONAL MARIMBA COMPETITION | $2,000 | |
| PAWS CHICAGO | ||||||||
| 1997 N CLYBOURN AVENUE | CHICAGO | IL | 60614 | NONE | PC | OKLAHOMA DOG RESCUE TRANSPORTS | $3,819 | |
| PET ANGELS RESCUE INC | ||||||||
| 10374 S COLTRANE | GUTHRIE | OK | 73044 | NONE | PC | ADOPTION PREPARATION & DIRECT CARE COST | $10,000 | |
| PET FOOD PANTRY OF OKLAHOMA CITY INC | ||||||||
| PO BOX 57678 | OKLAHOMA CITY | OK | 73157 | NONE | PC | FOOD FOR PETS OF LOW-INCOME SENIORS, VETERANS, AND HOMELE | $10,000 | |
| PETS HELPING PEOPLE | ||||||||
| 2234 EAST 56TH PLACE | TULSA | OK | 74105 | NONE | PC | EQUIPPING INCARCERATED WOMEN FOR A CAREER IN PET CARE | $5,000 | |
| PLAZA DISTRICT ASSOCIATION | ||||||||
| 1708 NW 16TH STREET | OKLAHOMA CITY | OK | 73106 | NONE | PC | 2017 PLAZA DISTRICT FESTIVAL | $3,000 | |
| POLLARD THEATRE COMPANY | ||||||||
| 120 W HARRISON AVE | GUTHRIE | OK | 73044 | NONE | PC | 2017 SPRING MUSICALS | $25,000 | |
| PRAIRIE DANCE THEATRE INC | ||||||||
| PO BOX 16069 | OKLAHOMA CITY | OK | 73113 | NONE | PC | PROGRAM ENHANCEMENT PROJECT | $7,000 | |
| PRESERVATION OKLAHOMA INC | ||||||||
| 405 NW 15TH STREET | OKLAHOMA CITY | OK | 73103 | NONE | PC | EXPANDING REACH & IMPACT OF HISTORIC PRESERVATION IN OK | $10,000 | |
| PUTNAM CITY PUBLIC SCHOOLS FOUNDATION | ||||||||
| 5401 NW 40TH STREET | OKLAHOMA CITY | OK | 73122 | NONE | PC | ENGLISH LANGUAGE LITERACY FOR PARENTS | $25,000 | |
| REACH OUT AND READ | ||||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | NONE | PC | REACH OUT & READ OK- A PRESCRIPTION FOR LITERACY | $7,500 | |
| REDEEMING THE FAMILY INC | ||||||||
| PO BOX 8073 | EDMOND | OK | 73083 | NONE | PC | THE OKLAHOMA MESSAGES PROJECT | $10,000 | |
| SEMINOLE NATION HISTORICAL SOCIETY | ||||||||
| PO BOX 1532 | WEWOKA | OK | 74884 | NONE | PC | RETURN FROM EXILE: CONT. SE INDIAN ART | $2,250 | |
| SOUTHERN NAZARENE UNIVERSITY | ||||||||
| 6729 NW 39TH EXPRESSWAY | BETHANY | OK | 73008 | NONE | PC | COFFEE HOUSE POETRY | $2,500 | |
| TEEN RECOVERY SOLUTIONS | ||||||||
| 720 WEST WILSHIRE BLVD SUITE 101-A | OKLAHOMA CITY | OK | 73116 | NONE | PC | RECLAIMING TEENS, REUNITED FAMILIES WITH ART | $20,000 | |
| THE BELLA FOUNDATION | ||||||||
| 7925 N HUDSON SUITE D | OKLAHOMA CITY | OK | 73134 | NONE | PC | HOPE, HEALTH, AND HAPPINESS: ANIMAL CARE FUND | $10,000 | |
| THE CHILDREN'S HOSPITAL VOLUNTEERS INC | ||||||||
| 1200 EVERETT DRIVE | OKLAHOMA CITY | OK | 73104 | NONE | PC | HOSPITAL THERAPY DOG PROGRAM FOR CHILDREN | $10,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 10425 S 82ND EAST AVE SUITE 104 | TULSA | OK | 74133 | NONE | PC | FOUR CANYON PRESERVE & 2017-18 OKLAHOMA CONS. LEADERSHIP | $65,000 | |
| TINY PAWS KITTEN RESCUE INC | ||||||||
| 901 SOUTH LOWRY | STILLWATER | OK | 74074 | NONE | PC | LIFESAVING MEDICAL INTAKE PROTOCAL | $10,000 | |
| TULSA COMMUNITY FOUNDATION | ||||||||
| 7030 SOUTH YALE SUITE 600 | TULSA | OK | 74136 | NONE | PC | BRINGING AFFORDABLE TECHNOLOGY TO OKLAHOMA CITY NONPROFIT | $10,000 | |
| UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION | ||||||||
| 100 NORTH UNIVERSITY DRIVECAMPUS | EDMOND | OK | 73034 | NONE | PC | DESIGN TO PROTECT ELEPHANTS PHASE 2- DESIGN, CONNECT | $35,000 | BOX 133 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | ||||||||
| COLLEGE OF FINE ARTS540 PARRINGTON | NORMAN | OK | 73019 | NONE | PC | GAYLORD COLLEGE OF JOURNALISM AND MASS COMMUNICATION | $500 | OVAL ROOM 122 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | ||||||||
| COLLEGE OF FINE ARTS540 PARRINGTON | NORMAN | OK | 73019 | NONE | PC | INSTITUTE FOR THE STUDY OF HUMAN FLOURISHING | $9,539 | OVAL ROOM 123 |
| US FDN FOR THE INSPIRATION & RECOGNITION SCIENCE & TECH | ||||||||
| 200 BEDFORD STREET 5TH FLOOR | MANCHESTER | NH | 03101 | NONE | PC | 2017 FIRST ROBOTICS COMPETITION OK REGIONAL | $8,000 | |
| WASHINGTON CO SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 16620 STATE HWY 123 | BARTLESVILLE | OK | 74006 | NONE | PC | VETERINARY CAGES FOR SPAY & NEUTER CLINIC | $6,000 | |
| WHITE FIELDS INC | ||||||||
| 7127 COUNTY LINE RD NE | PIEDMONT | OK | 73078 | NONE | PC | ART THERAPY SENSORY ENRICHMENT PROJECT | $10,000 | |
| WILDCARE FOUNDATION | ||||||||
| 7601 84TH STREET | NOBLE | OK | 73068 | NONE | PC | UPGRADE MEDICAL EQUIPMENT | $26,500 | |
| WILSON ARTS INC | ||||||||
| 301 NW 18TH ST | OKLAHOMA CITY | OK | 73103 | NONE | PC | WPA MURALS RESTORATION IF WALLS COULD TALK | $25,000 | |
| GUTHRIE ART ESCAPE INC | ||||||||
| 112 E OKLAHOMA AVENUE | GUTHRIE | OK | 73044 | NONE | PC | GUTHRIE ESCAPE 2017 | $4,000 | |
| JOHN W REX CHARTER ELEMENTARY SCHOOL INC | ||||||||
| 500 W SHERIDAN AVE | OKLAHOMA CITY | OK | 73102 | NONE | PC | STEM INVESTMENT PROGRAM | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,186,280 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,232,640 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $316,535 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,194,662 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,743,837 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,743,837 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,829 | Amt |
| Net Investment Income | $9,915 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,914 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC DTD 02/09/2015 2.15% DUE 02/09/2022 | $493,500 | $493,500 |
| BANK ONE MICHIGAN DTD 11/03/1994 8.25% 11/01/2024 | $256,790 | $256,790 |
| EXXON MOBIL CORPORATION DTD 03/06/2015 2.397% DUE 03/06/2022 | $499,200 | $499,200 |
| GENERAL ELECTRIC CO DTD 10/09/12 2.700% DUE 10/09/22 | $499,235 | $499,235 |
| INTL BUSINESS MACHINES CORP DTD 10/15/2008 7.625% 10/15/2018 | $261,083 | $261,083 |
| JP MORGAN CHASE & CO DTD 10/22/14 2.200% DUE 10/22/19 | $499,530 | $499,530 |
| MERCK & CO INC DTD 02/10/2015 2.350% DUE 02/10/2022 | $499,330 | $499,330 |
| MICROSOFT CORP DTD02/12/2015 2.375% DUE 02/12/2022 | $499,190 | $499,190 |
| PEPSICO INC DTD 01/14/2010 4.5% 01/15/2020 | $522,845 | $522,845 |
| WALT DISNEY COMPANY DTD 03/16/2009 5.5% 03/15/2019 | $259,820 | $259,820 |
| WELLS FARGO & COMPANY DTD 07/25/2016 2.10% DUE 07/26/2021 | $491,630 | $491,630 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $502,216 | $502,216 |
| ABBVIE INC. | $918,745 | $918,745 |
| ACCENTURE PLC-CL A | $688,905 | $688,905 |
| AECOM | $237,760 | $237,760 |
| AFFILIATED MANAGERS GROUP | $574,700 | $574,700 |
| ALIGN TECHNOLOGY INC | $399,942 | $399,942 |
| ALLERGAN PLC | $179,938 | $179,938 |
| ALPHABET INC-CL A | $1,211,410 | $1,211,410 |
| ALPHABET INC-CL C | $1,599,946 | $1,599,946 |
| AMERICAN INTL GROUP INC | $208,530 | $208,530 |
| APPLE COMPUTER INC | $2,800,757 | $2,800,757 |
| APTIV PLC | $356,286 | $356,286 |
| AT&T INC | $233,280 | $233,280 |
| CARMAX INC | $865,755 | $865,755 |
| CHEVRON CORP | $375,570 | $375,570 |
| CHICAGO BRIDGE & IRON-NY SHR | $119,436 | $119,436 |
| CISCO SYSTEMS INC | $842,600 | $842,600 |
| CME GROUP INC | $1,022,350 | $1,022,350 |
| COMCAST CORP CLASS A | $568,710 | $568,710 |
| CORE LABORATORIES NV | $49,298 | $49,298 |
| CRITEO SA-SPON ADR | $39,045 | $39,045 |
| DELPHI TECHNOLOGIES PLC | $73,458 | $73,458 |
| DIAGEO SPONSORED ADR NEW | $160,633 | $160,633 |
| DOWDUPONT INC | $292,144 | $292,144 |
| EMERSON ELECTRIC CO | $682,962 | $682,962 |
| EOG RESOURCES INC | $205,029 | $205,029 |
| EXPRESS SCRIPTS HOLDING CO | $283,632 | $283,632 |
| EXXON MOBIL CORP | $485,112 | $485,112 |
| FACEBOOK INC-A | $441,150 | $441,150 |
| FISERV | $576,972 | $576,972 |
| GENERAL ELECTRIC CO | $191,950 | $191,950 |
| GENERAL MILLS | $551,397 | $551,397 |
| GILEAD SCIENCES INC | $394,020 | $394,020 |
| GLAXOSMITHKLINE PLC | $177,350 | $177,350 |
| GOLDMAN SACHS | $312,081 | $312,081 |
| HUMANA INC | $235,667 | $235,667 |
| IHS MARKIT LTD | $729,663 | $729,663 |
| ILLINOIS TOOLS WORKS INC | $1,351,485 | $1,351,485 |
| INTEL CORP | $1,223,240 | $1,223,240 |
| INTL BUSINESS MACHINES CORP | $268,485 | $268,485 |
| INTUIT | $757,344 | $757,344 |
| INTUITIVE SURGICAL INC | $1,286,414 | $1,286,414 |
| ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF | $194,432 | $194,432 |
| ISHARES MSCI EAFE ETF | $1,023,011 | $1,023,011 |
| ISHARES MSCI EMERGING MARKETS ETF | $998,944 | $998,944 |
| ISHARES RUSSELL 2000 ETF | $2,637,558 | $2,637,558 |
| JOHNSON & JOHNSON | $551,894 | $551,894 |
| JPMORGAN ALERIAN MLP INDEX | $1,098,800 | $1,098,800 |
| JPMORGAN CHASE & CO | $1,289,162 | $1,289,162 |
| KINDER MORGAN INC | $314,002 | $314,002 |
| KRAFT HEINZ CO/THE | $344,710 | $344,710 |
| KROGER CO | $274,500 | $274,500 |
| LOWES COS INC | $371,760 | $371,760 |
| MALLINCKRODT PLC | $32,983 | $32,983 |
| MEDIDATA SOLUTIONS INC | $126,740 | $126,740 |
| MEDTRONIC PLC | $592,463 | $592,463 |
| MICROSOFT CORP | $581,672 | $581,672 |
| MONDELEZ INTERNATIONAL INC-A | $569,240 | $569,240 |
| MSCI INC | $354,312 | $354,312 |
| NETSCOUT SYSTEMS INC | $91,350 | $91,350 |
| NEXTERA ENERGY INC | $859,045 | $859,045 |
| ORACLE CORPORATION | $803,760 | $803,760 |
| PAYCHEX INC | $238,280 | $238,280 |
| PEPSICO INC | $1,427,048 | $1,427,048 |
| PFIZER INC | $264,406 | $264,406 |
| PROCTER & GAMBLE CO | $1,010,680 | $1,010,680 |
| PROLOGIS INC | $565,108 | $565,108 |
| PUBLIC SERVICE ENTERPRISE GP | $231,750 | $231,750 |
| QUALCOMM | $1,395,636 | $1,395,636 |
| SANOFI-ADR | $81,700 | $81,700 |
| SCHLUMBERGER LTD | $181,953 | $181,953 |
| STERICYCLE INC | $826,079 | $826,079 |
| T ROWE PRICE GROUP INC | $577,115 | $577,115 |
| TRIMBLE INC | $434,848 | $434,848 |
| U.S. BANCORP NEW | $391,134 | $391,134 |
| UNILEVER N V -NY SHARES | $157,696 | $157,696 |
| UNITEDHEALTH GROUP INC | $562,173 | $562,173 |
| VANGUARD INT APP INDX FD | $132,600 | $132,600 |
| VANGUARD REIT ETF | $1,244,700 | $1,244,700 |
| VERIZON COMMUNICATIONS | $490,185 | $490,185 |
| VODAFONE GROUP PLC-SP ADR | $75,380 | $75,380 |
| WALGREENS BOOTS ALLIANCE INC | $363,100 | $363,100 |
| WALT DISNEY COMPANY | $897,709 | $897,709 |
| WELLS FARGO & CO | $485,360 | $485,360 |
| WISDOMTREE EMERGING MARKETS SMALL CAP DIV | $240,303 | $240,303 |
| XYLEM INC | $620,620 | $620,620 |
| YUM BRANDS INC | $244,830 | $244,830 |
| YUM CHINA HOLDINGS INC | $200,100 | $200,100 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,819,970 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,819,970 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,184 | LegalFeesAmt |
| Net Investment Income | $3,092 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,092 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ART COLLECTION | $54,119 | $54,119 | $54,119 |
| OIL AND GAS MINERAL PROPERTY | $0 | $162 | $162 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMPUTER | $19,365 | $19,365 | $0 | $0 |
| ANNUAL REPORT | $12,215 | $0 | $0 | $12,215 |
| DUES, SUBSCRIPTIONS & FEES | $8,279 | $4,140 | $0 | $4,139 |
| INSURANCE | $12,847 | $8,565 | $0 | $4,282 |
| MISCELLANEOUS | $3,207 | $3,207 | $0 | $0 |
| WEBSITE | $3,219 | $0 | $0 | $3,219 |
| SUPPLIES | $4,715 | $2,357 | $0 | $2,358 |
| EDUCATION | $249 | $0 | $0 | $249 |
| PROGRAMS - ART DESK AND ANIMAL WELFARE | $673,935 | $0 | $0 | $673,935 |
| EQUIPMENT RENTAL | $3,807 | $0 | $0 | $3,807 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTY REVENUE | $250,922 | $250,922 | $0 |
| OTHER INCOME | $65,613 | $65,613 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/(LOSS) | $6,571,485 |
| INCREASE IN BEG. NET ASSETS TO RECONCILE WITH NET ASSETS PER 2016 FINANCIALS | $21,886,587 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK MANAGEMENT FEES | $32,606 | $32,606 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $114,623 | $114,623 | $0 | $0 |
| OIL & GAS MANAGEMENT FEES | $18,944 | $18,944 | $0 | $0 |
| PROFESSIONAL FEES | $5,909 | $5,909 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAX | $694 | $694 | $0 | $0 |
| GROSS PRODUCTION TAX | $23,177 | $23,177 | $0 | $0 |
| FOREIGN TAXES | $8,787 | $8,787 | $0 | $0 |
| PAYROLL TAXES | $33,906 | $5,086 | $0 | $28,820 |
Comments