2018-05-15T13:53:15-05:00 2017-06-30 730941849 BRYAN LITTLE HALEY & KENT P C P O BOX 2306 BARTLESVILLE OK 740052306 990 2016-07-01 731575838 BARTLESVILLE COMMUNITY FOUNDATION BART 9183372287 208 E 4TH STREET BARTLESVILLE OK 74003 BRET SHOEMAKE TREASURER 9183372287 2018-05-15 1 ROBERT HALEY P00639812 9183361433 2016 2022-09-23 18:48:47Z BRET SHOEMAKE 208 E 4TH STREET BARTLESVILLE OK 74003 3600400 0 1 X WWW.BARTLESVILLECF.ORG X 1999 OK TO PROVIDE A SIMPLE WAY TO DO GOOD WORKS. 14 14 3 0 0 0 3521698 2968213 0 124099 107314 415571 0 51325 3629012 3559208 930604 1125568 0 0 144786 181899 0 0 56477 203883 245949 1279273 1553416 2349739 2005792 9014499 11592908 3242062 3571603 5772437 8021305 TO PROVIDE A SIMPLE WAY TO DO GOOD WORKS. 0 0 1452874 1125568 124099 TO RECEIVE, MANAGE, AND DISTRIBUTE GIFTS FROM INDIVIDUALS AND ORGANIZATIONS FOR THE BETTERMENT OF THE BARTLESVILLE, OKLAHOMA AREA. 1452874 1 1 0 0 0 1 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 3 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X BARTLESVILLE COMMUNITY FOUNDATION 9183372287 208 E 4TH STREET BARTLESVILLE OK 74003 KYLE HUBBARD SECRETARY 1.00 X X 0 0 0 DEBBIE MUEGGENBORG MEMBER 1.00 X 0 0 0 MIKE MAY MEMBER 1.00 X 0 0 0 SPENCER KING CHAIR 1.00 X X 0 0 0 GLENN BONNER MEMBER 1.00 X 0 0 0 CHARLIE BOWERMAN MEMBER 1.00 X 0 0 0 MARKLAND HEADLEY VICE-CHAIR 1.00 X X 0 0 0 JOHN MIHM MEMBER 1.00 X 0 0 0 SHAWN CRAWFORD EXECUTIVE DIRECTOR 40.00 X X 89338 0 0 JOHN B KANE MEMBER 1.00 X 0 0 0 MARY ALICE SIGMON MEMBER 1.00 X 0 0 0 BRET SHOEMAKE TREASURER 1.00 X X 0 0 0 BRITTANY ROVENSTINE - SHOEMAKE MEMBER 1.00 X 0 0 0 BLAIR ELLIS MEMBER 1.00 X 0 0 0 89338 0 0 0 0 0 0 0 12903 2955310 185341 2968213 ADMINISTRATIVE FEES 561000 124099 124099 124099 150445 150445 51325 51325 265126 0 265126 265126 265126 41192 12903 41192 0 3559208 124099 0 466896 1125568 1125568 89338 58069 13401 17868 79542 51703 11931 15908 13019 8494 1939 2586 7500 4875 1125 1500 123268 123049 94 125 14673 14673 7063 4591 1059 1413 12200 8165 1729 2306 21593 14036 3239 4318 2562 1665 384 513 2168 1409 325 434 SOFTWARE EXPENSE 35439 23035 5316 7088 MISCELLANEOUS 5682 5682 DUES 4000 2600 600 800 PROFESSIONAL DEVELOPMEN 3896 2533 584 779 5905 2727 2339 839 1553416 1452874 44065 56477 39259 68742 573054 769882 27074 32718 23438 16137 9862 7301 8365250 10683313 0 30952 9014499 11592908 10699 16315 3231363 3555288 3242062 3571603 X 2171529 4028457 3417680 3814791 183228 178057 5772437 8021305 9014499 11592908 2005792 243076 0 X 0 1 X 0 0 X 773546 1076874 3082068 3463340 2986774 11382602 1350 1350 774896 1076874 3082068 3463340 2986774 11383952 11383952 56635 54653 82661 107314 415571 716834 12100786 60262 0.94080 0.96590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 3600908 1063730 298611 970401 3992848 3134967 1408676 -9284 933451 3600908 1581049 2967970 27198 1441250 3134967 1292648 867542 166122 745263 1581049 1145344 671924 79355 603975 1292648 0 0 23438 16137 7301 7301 ARVEST ASSET MANAGEMENT INVESTMENT ACCOUNTS 10683313 F 10683313 AGENCY FUNDS PAYABLE 3555288 3555288 X 3843476 243076 41192 284268 3559208 0 3559208 1594608 41192 41192 1553416 0 1553416 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND FURTHER THE EXEMPT PURPOSE OF THE VARIOUS ORGANIZATIONS AS ADVISED BY THESE ORGANIZATIONS. PART X, LINE 2: IN ACCORDANCE WITH FASB ASC 740-10, "ACCOUNTING FOR THE UNCERTAINTY IN INCOME TAXES," THE FOUNDATION ANALYZED ITS TAX FILING POSITIONS IN ALL OF THE FEDERAL, STATE, AND FOREIGN TAX JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, AS WELL AS FOR ALL OPEN TAX YEARS IN THESE JURISDICTIONS. BASED ON THIS REVIEW, THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 41,192. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 41,192. LEGACY EVENT 33855 -1295 35150 35150 ANNUAL APPEAL 20240 19382 858 858 1 -5184 5184 5184 54095 12903 41192 41192 41192 0 0 BOYS AND GIRLS CLUB OF BARTLESVILLE 401 S SEMINOLE AVE BARTLESVILLE OK 74003 730618201 501(C)3 52665 TO PROVIDE ASSISTANCE TO CHILDREN IN THE COMMUNITY. THETA XI FOUNDATION 5000 TO PROVIDE ASSISTANCE TO THE LESS FORTURNATE IN THE AREA. FIRST WESLEYAN CHURCH 1776 SILVER LAKE RD BARTLESVILLE OK 74006 730927667 14500 TO PROVIDE ASSISTANCE TO THE LESS FORTURNATE IN THE AREA. BARTLESVILLE PUBLIC SCHOOL ISD #30 PO BOX 1357 BARTLESVILLE OK 74005 736021263 208691 TO PROVIDE ASSISTANCE FOR THE STAFF AT THE SCHOOL. BIG BROTHERS BIG SISTERS OF OKLAHOMA 320 SE DELAWARE AVE STE 7 BARTLESVILLE OK 74003 731226237 501(C)3 17553 TO PROVIDE ASSISTANCE TO CHILDREN IN THE COMMUNITY. WESTSIDE COMMUNITY ASSOCIATION OF BARTLESVILLE OKLAHOMA PO BOX 1082 BARTLESVILLE OK 74005 730605595 501(C)3 36000 TO PROVIDE ASSISTANCE TO CHILDREN IN THE COMMUNITY. CHILDRENS MUSICAL THEATRE OF BARTLESVILLE 101 S WYANDOTTE BARTLESVILLE OK 74003 731619297 501(C)3 33800 FOR THE ADVANCEMENT OF THE ARTS THROUGH CHILDREN. BARTLESVILLE ART ASSOCIATION PO BOX 961 BARTLESVILLE OK 74005 736107217 501(C)3 6100 TO SERVE THE COMMUNITY THROUGH THE LOVE OF VISUAL ARTS. BARTLESVILLE EDUCATION PROMISE 501(C)3 5000 TO IMPROVE EDUCATIONAL OUTCOMES FOR ALL STUDENTS IN OUR SCHOOLS. BARTLESVILLE SPORTS COMMISSION 6000 TO INSTILL IN THE HEARTS AND MINDS OF BARTLESVILLE YOUTH THE MOTIVATION TO EXCEL IN ATHLETICS, TO BUILD EXCITEMENT AROUND ALL REGIONAL ATHLETIC EVENTS, AND TO GENERAL AND PROMOTE ATHLETIC ACTIVITIES THAT WILL HAVE A POSITIVE ECONOMIC IMPACT ON THE BARTLESVILLE AREA. BARTLESVILLE SYMPHONY ORCHESTRA PO BOX 263 BARTLESVILLE OK 74005 731073952 501(C)3 8250 TO ENHANCE THE QUALITY OF LIFE WITHIN THE COMMUNITY BY PROVIDING EXCEPTIONAL AND ENGAGING MUSICAL EXPERIENCES AND EDUCATIONAL PROGRAMS. EAST CROSS UNITED METHODIST CHURCH 820 S MADISON BLVD BARTLESVILLE OK 74006 736084237 16500 MAKING DISCIPLES OF JESUS CHRIST FOR THE TRANSFORMATION OF THE WORLD. WASHINGTON COUNTY ELDER CARE INC 1223 SWAN DRIVE BARTLESVILLE OK 74006 731197617 501(C)3 6200 TO HELP MATURE ADULTS LIVE HAPPY, HEALTHY, INDEPEDENT LIVES. FRIENDS OF THE KIDDIE PARK PO BOX 405 BARTLESVILLE OK 74005 474822008 501(C)3 11000 PLAYGROUND-AMUSEMENT AND THEME PARK. HOOVER PARENT TEACHER ORGANIZATION 512 NE MADISON BLVD BARTLESVILLE OK 74006 731307215 5000 TO PROVIDE ASSISTANCE TO STAFF AT SCHOOL. K-LIFE OF BARTLESVILLE PO BOX 3994 BARTLESVILLE OK 74006 731307215 501(C)3 11150 TO IMPACT A YOUTH CULTURE FOR CHRIST. LIFECHURCH - OWASSO 14008 E 96TH OWASSO OK 74055 37600 TO LEAD PEOPLE TO BECOME FULLY DEVOTED FOLLOWERS OF CHRIST. LIGHTHOUSE OUTREACH CENTER OF BARTLESVILLE INC PO BOX 124 BARTLESVILLE OK 74005 731395606 501(C)3 6000 TO PROVIDE FOOD, SHELTER, AND CLOTHING FOR HOMELESS PEOPLE THAT EXHIBIT FEELINGS OF HOPELESSNESS. MUTUAL GIRLS CLUB OF BARTLESVILLE INC 3401 PRICE ROAD BARTLESVILLE OK 74006 731268628 501(C)3 6162 TO PROVIDE A SAFE ENVIRONMENT FOR ALL GIRLS AND WOMEN TO DISCOVER THEIR IDENTITY IN CHRIST. PATHS TO INDEPENDENCE INC 4041 SHERIDAN RD BARTLESVILLE OK 74006 454111813 501(C)3 28715 TO PROVIDE EDUCATIONAL AND SUPPORT SERVICES TO CHILDREN AND ADULTS WITH AUTISM SPECTRUM DISORDERS AND THEIR FAMILIES. PRICE TOWER ARTS CENTER INC 510 DEWEY AVE BARTLESVILLE OK 74003 731280004 501(C)3 6250 TO PRESERVE THE PRICE TOWER, INSPIRE ARTISTS AND AUDIENCES, AND CELEBRATE ART, ARCHITECTURE AND DESIGN. RAY OF HOPE ADVOCACY CENTER INC PO BOX 4037 BARTLESVILLE OK 74006 412101423 501(C)3 16223 TO PROVIDE HOPE AND HEALING TO INNOCENT CHILDREN FOLLOWING ALLEGATIONS OF SEXUAL AND PHYSICAL CHILD ABUSE, NEGLECT AND WITNESS TO VIOLENCE. ST LUKES ON THE LAKE EPISCOPAL CHURCH 5600 RR 620 NORTH AUSTIN TX 78732 5000 TO PROVIDE QUALITY ARTISTIC EXPERIENCES FOR THE ENTERTAINMENT, ENRICHMENT, AND EDUCATION OF THE COMMUNITY. THEATER BARTLESVILLE 312 S DEWEY AVE BARTLESVILLE OK 74003 24000 TO PROVIDE QUALITY ARTISTIC EXPERIENCES FOR THE ENTERTAINMENT, ENRICHMENT, AND EDUCATION OF THE COMMUNITY. TRI COUNTY TECHNOLOGY FOUNDATION 6101 SE NOWATA RD BARTLESVILLE OK 74006 8750 TO ELEVATE FUTURES BY PROVIDING SUPERIOR AND RELEVANT TRAINING. WILSON ELEMENTARY PTO 245 N SPRUCE AVE BARTLESVILLE OK 74006 550905096 5000 TO PROVIDE ASSISTANCE TO STAFF AT SCHOOL. X 11 154389 FMV X ROYALITIES - NATURAL GAS 1 30952 FMV OF FOUR YEAR ROY 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND BOARD OF TRUSTEES REVIEW THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PAGE 6, PART VI, LINE 12C: CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. ALL NEW BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE UPON ELECTION TO THE BOARD. BOARD MEMBERS COMPLETE AN UPDATED DISCLOSURE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A FORM 990, PAGE 6, PART VI, LINE 15A: EXECUTIVE DIRECTOR COMPENSATION THE FOUNDATION CONDUCTS AN ANNUAL PERFORMANCE REVIEW. COMPARATIVE POSITIONS ARE IDENTIFIED AND SALARY INFORMATION REVIEWED. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PAGE 6, SECTION C, LINE 19: DOCUMENTS AVAILABLE TO PUBLIC COPIES OF ALL DOCUMENTS ARE MAINTAINED AT THE OFFICE AND AVAILABLE TO THE PUBLIC UPON REQUEST.