JOE & JEAN HOLLIMAN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOE & JEAN HOLLIMAN FAMILY FOUNDATION (EIN 73-6092860)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-17
- IRS object ID
- 201801989349100530
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-17T15:44:55-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453944293 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRESTON SMITH PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8118 EAST 63RD STREET | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | 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 | 736092860 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE & JEAN HOLLIMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOE& | BusinessNameControlTxt |
| Phone | 9182501040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8118 E 63RD ST | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741331901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNA POTTS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9182501040 | PhoneNum |
| Signature | 2018-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PRESTON SMITH CPA | PreparerPersonNm |
| PTIN | P00357271 | PTIN |
| Phone | 9182501040 | PhoneNum |
| Preparation | 2018-07-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,192,477 | 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 |
| Interest On Sav Rev And Expnss | $409 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $409 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $84,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,564,720 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,080,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,564,720 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,650,029 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,650,029 | 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 |
| Accounting Fees Rev And Expnss | $8,857 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,857 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $392 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $392 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,249 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,012,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,012,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,021,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,012,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $628,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,640,780 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,784 | CashBOYAmt |
| Cash EOY | $20,924 | CashEOYAmt |
| Cash EOYFMV | $20,924 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $76,833 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,171,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,171,553 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,445,080 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,563,697 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,192,477 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,192,477 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,623,221 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,623,221 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$59,524 | RetainedEarningBOYAmt |
| Retained Earning EOY | $569,256 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,563,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,192,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,563,697 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,192,477 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,563,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $628,780 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,192,477 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,192,477 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (60 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| FT EMG MKT ALPHADX ETF | P | 2017-07-24 | $76,679 | $70,302 | $6,377 | $6,377 | |
| ADVANSIX INC | P | 2017-07-24 | $1,299 | $451 | $848 | $848 | 2013-10-18 |
| APPLE INC | P | 2017-07-24 | $105,811 | $50,830 | $54,981 | $54,981 | 2013-10-18 |
| CAPITAL ONE FINL CORP | P | 2017-07-24 | $87,146 | $71,700 | $15,446 | $15,446 | 2013-10-18 |
| CHEVRON | P | 2017-07-24 | $20,592 | $23,954 | -$3,362 | -$3,362 | |
| COSTCO WHOLESALE CORP | P | 2017-02-21 | $70,519 | $33,492 | $37,027 | $37,027 | 2012-05-21 |
| DANAHER CORP | P | 2017-07-24 | $66,545 | $34,977 | $31,568 | $31,568 | |
| WALT DISNEY CO | P | 2017-07-24 | $64,111 | $28,290 | $35,821 | $35,821 | |
| EXPRESS SCRIPTS | P | 2017-07-24 | $31,122 | $25,980 | $5,142 | $5,142 | 2012-05-21 |
| FORTIVE CORP | P | 2017-07-24 | $25,254 | $11,390 | $13,864 | $13,864 | 2013-01-13 |
| HONEYWELL INTL | P | 2017-07-24 | $137,375 | $84,198 | $53,177 | $53,177 | |
| ITT INC | P | 2017-07-24 | $41,398 | $19,980 | $21,418 | $21,418 | 2011-12-06 |
| MCCORMICK & COMPANY | P | 2017-07-24 | $46,784 | $28,382 | $18,402 | $18,402 | 2012-05-21 |
| NOVARTIS AG SPONS ADR | P | 2017-07-24 | $67,355 | $75,000 | -$7,645 | -$7,645 | 2014-09-15 |
| PPL CORP | P | 2017-07-24 | $45,927 | $30,892 | $15,035 | $15,035 | 2012-06-14 |
| SCHLUMBERGER LTD | P | 2017-07-24 | $33,109 | $37,025 | -$3,916 | -$3,916 | 2011-11-10 |
| MATRLS SEL SECT SPDR ETF | P | 2017-07-24 | $55,051 | $43,620 | $11,431 | $11,431 | 2013-10-18 |
| UNION PACIFIC CORP | P | 2017-07-24 | $91,036 | $85,411 | $5,625 | $5,625 | |
| VNGRD CONSMR DISCRET ETF | P | 2017-07-24 | $286,908 | $221,720 | $65,188 | $65,188 | 2014-09-15 |
| VNGRD FINANCIALS ETF | P | 2017-07-24 | $252,028 | $157,639 | $94,389 | $94,389 | |
| VNGRD INFO TECH ETF | P | 2017-07-24 | $362,320 | $247,495 | $114,825 | $114,825 | |
| VNGRD TELECOMM SVCS ETF | P | 2017-02-01 | $37,658 | $31,280 | $6,378 | $6,378 | 2013-12-23 |
| AT&T INC | P | 2017-07-24 | $76,826 | $33,441 | $43,385 | $43,385 | |
| ABBOTT LABORATORIES | P | 2017-07-24 | $172,492 | $21,325 | $151,167 | $151,167 | |
| ALTRIA GROUP INC | P | 2017-07-24 | $131,358 | $9,861 | $121,497 | $121,497 | |
| AMGEN INC | P | 2017-07-24 | $126,228 | $958 | $125,270 | $125,270 | |
| AMPHENOL CORP | P | 2017-07-24 | $120,987 | $28,908 | $92,079 | $92,079 | |
| CVS HEALTH CORP | P | 2017-07-24 | $77,192 | $29,010 | $48,182 | $48,182 | 2006-02-16 |
| CHEVRON | P | 2017-07-24 | $82,387 | $17,663 | $64,724 | $64,724 | |
| EXXON MOBIL CORP | P | 2017-07-24 | $241,100 | $38,653 | $202,447 | $202,447 | |
| FISERV INC | P | 2017-07-24 | $202,509 | $26,364 | $176,145 | $176,145 | |
| GENERAL ELECTRIC | P | 2017-07-24 | $304,863 | $16,234 | $288,629 | $288,629 | |
| ITT INC | P | 2017-07-24 | $14,489 | $6,174 | $8,315 | $8,315 | |
| INTEL CORP | P | 2017-02-01 | $73,060 | $39,586 | $33,474 | $33,474 | 1997-02-13 |
| INTEL CORP | P | 2017-07-24 | $68,955 | $37,336 | $31,619 | $31,619 | 1997-06-17 |
| JOHNSON & JOHNSON | P | 2017-01-06 | $34,751 | $2,718 | $32,033 | $32,033 | 1991-01-17 |
| JOHNSON & JOHNSON | P | 2017-07-24 | $146,463 | $9,967 | $136,496 | $136,496 | 1991-01-17 |
| LOWES | P | 2017-07-24 | $104,185 | $40,963 | $63,222 | $63,222 | |
| MICROSOFT CORP | P | 2017-02-01 | $44,624 | $5,905 | $38,719 | $38,719 | 1996-09-26 |
| MICROSOFT CORP | P | 2017-07-24 | $183,126 | $21,089 | $162,037 | $162,037 | 1996-09-26 |
| NIKE INC | P | 2017-01-06 | $26,752 | $7,994 | $18,758 | $18,758 | 2009-12-08 |
| NIKE INC | P | 2017-02-01 | $42,346 | $12,791 | $29,555 | $29,555 | 2009-12-08 |
| NIKE INC | P | 2017-07-24 | $41,343 | $11,192 | $30,151 | $30,151 | 2009-12-08 |
| NOBLE ENERGY INC | P | 2017-07-24 | $39,664 | $29,414 | $10,250 | $10,250 | 2006-02-16 |
| ONE GAS INC | P | 2017-07-24 | $35,765 | $3,534 | $32,231 | $32,231 | 2009-01-20 |
| ONEOK | P | 2017-07-24 | $109,131 | $24,942 | $84,189 | $84,189 | 2009-01-20 |
| PEPSICO INC | P | 2017-01-06 | $15,649 | $1,804 | $13,845 | $13,845 | 1990-09-13 |
| PEPSICO INC | P | 2017-02-01 | $36,068 | $4,821 | $31,247 | $31,247 | |
| PEPSICO INC | P | 2017-07-24 | $174,622 | $53,513 | $121,109 | $121,109 | |
| PFIZER INC | P | 2017-07-24 | $166,700 | $132,187 | $34,513 | $34,513 | |
| PHILIP MORRIS INTL | P | 2017-07-24 | $215,737 | $22,655 | $193,082 | $193,082 | 1999-12-30 |
| THERMO FISHER SCIENTIFIC | P | 2017-07-24 | $145,416 | $43,326 | $102,090 | $102,090 | |
| UNITED TECHNOLOGIES CORP | P | 2017-07-24 | $73,867 | $30,060 | $43,807 | $43,807 | 2009-01-20 |
| VNGRD FINANCIALS ETF | P | 2017-07-24 | $63,007 | $24,666 | $38,341 | $38,341 | 2009-07-23 |
| VISA INC | P | 2017-07-24 | $159,862 | $31,931 | $127,931 | $127,931 | |
| WALMART INC | P | 2017-07-24 | $76,952 | $14,277 | $62,675 | $62,675 | 1997-04-15 |
| XILINX | P | 2017-07-24 | $57,774 | $25,162 | $32,612 | $32,612 | 2010-08-06 |
| ACCENTURE PLC | P | 2017-07-24 | $153,620 | $46,266 | $107,354 | $107,354 | 2016-08-25 |
| MEDTRONIC PLC | P | 2017-07-24 | $146,069 | $127,926 | $18,143 | $18,143 | 2016-08-25 |
| CHUBB LTD | P | 2017-07-24 | $88,137 | $66,759 | $21,378 | $21,378 | 2016-08-25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,564,720 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $216,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,437,098 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039773 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $430,619 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,380,042 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.080040 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $252,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,319,532 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047420 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $200,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,713,905 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042428 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $920,143 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,159,931 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.221192 | DistributionYr5Rt |
| Total Distribution | 0.430853 | TotalDistributionRt |
| Average Distribution | 0.086171 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,729,740 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $407,566 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36,408 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $443,974 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,012,000 | 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 | $36,408 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,408 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,408 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,833 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $44,833 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,425 | OverpaymentAmt |
| Applied To ES Tax | $8,425 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | PRESTON SMITH CPA | IndividualWithBooksNm |
| Phone | 9182501040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8118 E 63RD ST | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN H HOLLIMAN | ||||||||
| 8118 E 63RD ST | TULSA | OK | 741331901 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JANICE H STANFIELD | ||||||||
| 8118 E 63RD ST | TULSA | OK | 741331901 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOANNA H POTTS | ||||||||
| 8118 E 63RD ST | TULSA | OK | 741331901 | PRESIDENT | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE JOE AND JEAN HOLLIMAN FAMILY FOUNDATION IS A PRIVATE, NON-OPERATING FOUNDATION. IT ACCOMPLISHES ITS CHARITABLE PURPOSES SOLELY THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS AND GRANTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKE PROGRAM-RELATED INVESTMENTS. ALL ADMINISTRATIVE EXPENSES WERE INCURRED IN THE ADMINISTRATION OF INVESTMENTS, AND THEREFORE NO EXPENSES HAVE BEEN ALLOCATED TO GRANT-MAKING ACTIVITIES. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,767,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,033,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,801,767 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,801,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,027 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,729,740 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $236,487 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $236,487 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,408 | TotalTaxAmt |
| Distributable Before Adj | $200,079 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $200,079 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $200,079 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,012,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,012,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $36,408 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,975,592 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $200,079 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $717,860 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $167,079 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $884,939 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,012,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $200,079 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,811,921 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,696,860 | 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 | $717,860 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,979,000 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $167,079 | ExcessFromYear2Amt |
| Excess From Current Year | $2,811,921 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASBURY FOUNDATIONINVERNESS VILLAGE | |||||||
| 3800 WEST 71ST STREET | TULSA | OK | 74136 | NONE | PUBLIC | WELLNESS CENTER | $900,000 |
| MAKE A WISH OKLAHOMA | |||||||
| 4504 E 67TH STREET STE 208 | TULSA | OK | 74136 | NONE | PUBLIC | GENERAL FUND | $15,000 |
| OKLAHOMA METHODIST MANOR INC | |||||||
| 4134 EAST 31ST STREET | TULSA | OK | 74135 | NONE | PRIVATE | LIFETIMES CAMPAIGN | $32,000 |
| OKLAHOMA UNITED METHODIST CHURCH | |||||||
| 1501 NW 24TH STREET | OKLAHOMA CITY | OK | 73106 | NONE | PUBLIC | CAMP EGAN | $30,000 |
| PHILBROOK MUSEUM OF ART | |||||||
| 2727 S ROCKFORD ROAD | TULSA | OK | 74114 | NONE | PUBLIC | GENERAL FUND | $30,000 |
| ST JOHN MEDICAL CENTER FOUNDATION | |||||||
| 1923 SOUTH UTICA AVENUE | TULSA | OK | 74104 | NONE | PUBLIC | HOLLIMAN BUILDING MAINTENANCE | $100,000 |
| THE SALVATION ARMY | |||||||
| 1616 SOUTH MAIN | TULSA | OK | 74101 | NONE | PUBLIC | GENERAL FUND | $55,000 |
| UP WITH TREES | |||||||
| 1102 S BOSTON AVE | TULSA | OK | 74119 | NONE | PUBLIC | SITE MAINTENANCE AND BELL ELEMENTARY SCHOOL | $1,785,000 |
| UNITED WAY | |||||||
| 1430 S BOULDER AVENUE | TULSA | OK | 74119 | NONE | PUBLIC | GENERAL FUND | $50,000 |
| OETA FOUNDATION | |||||||
| 7403 NORTH KELLEY AVENUE | OKLAHOMA CITY | OK | 73111 | NONE | PUBLIC | GENERAL FUND | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,012,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $409 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,900 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,564,720 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,650,029 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,650,029 | 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 | PRESTON SMITH, CPA | CategoryTxt |
| Amt | $8,857 | Amt |
| Net Investment Income | $8,857 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE STATEMENT 5 | Desc |
| Amt | $0 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $392 | Amt |
| Net Investment Income | $392 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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