ZINK FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ZINK FAMILY FOUNDATION (EIN 23-7246964)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-03-05
- IRS object ID
- 201820649349100702
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-05T11:10:01-08:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUHON HALLEY & CUITE PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 E 21st Street Suite 102 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237246964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN STEELE ZINK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 9182937566 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22151 E 91ST ST | AddressLine1Txt |
| City | BROKEN ARROW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARTON ZINK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2018-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY JANE HALLEY CPA | PreparerPersonNm |
| PTIN | P00094907 | PTIN |
| Phone | 9184880809 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,849,493 | 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 | $921,825 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $921,825 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $623,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,752,941 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $623,150 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,001 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,549,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,544,975 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $472 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $236 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $236 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,485 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,940 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $162,222 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $99,591 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $62,631 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $95,630 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,599 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $284 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $284 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $266,033 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,195 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,807 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,119,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,119,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,385,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,195 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,188,057 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$835,307 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,437,780 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,079,184 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $750,388 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $750,388 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $41,484,246 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,002,163 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,099,104 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $42,563,431 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,752,552 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,849,493 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $42,563,431 | UnrestrictedBOYAmt |
| Unrestricted EOY | $41,752,552 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,563,431 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,752,552 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,563,431 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,752,552 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,563,431 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$835,307 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,428 | OtherIncreasesAmt |
| Subtotal | $41,752,552 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $41,752,552 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | 2016-06-15 | 2017-10-31 | $1,206 | $1,206 | $1,206 | |
| LONG TERM CAPITAL GAIN DIVIDENDS | P | 2016-06-15 | 2017-10-31 | $64,911 | $64,911 | $64,911 | |
| CAPITAL GAINS AND LOSSES | P | 2016-06-15 | 2017-10-31 | $4,686,824 | $557,033 | $557,033 | $4,129,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $623,150 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,160,206 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,672,226 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04946 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,137,983 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,092,970 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04638 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,176,232 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,271,903 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04703 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,109,591 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $43,081,723 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04897 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,025,134 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,849,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04839 | DistributionYr5Rt |
| Total Distribution | 0.240237 | TotalDistributionRt |
| Average Distribution | 0.048047 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,934,012 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,206,991 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,378 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,221,369 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,188,057 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,756 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,756 | SubtotalAmt |
| Tax Based On Investment Income | $28,756 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $40,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $11,244 | OverpaymentAmt |
| Applied To ES Tax | $11,244 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9182937566 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22151 E 91ST ST | AddressLine1Txt |
| City | BROKEN ARROW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| DARTON ZINK | ||||||
| PO BOX 52508 | TULSA | OK | 74152 | TRUSTEE | 0.00 | $0 |
| JAMIE ZINK | ||||||
| PO BOX 52508 | TULSA | OK | 74152 | Trustee | 0.00 | $0 |
| CAROLINE ABBOTT | ||||||
| 2311 NORTH ELWOOD | TULSA | OK | 74106 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF OKALHOMA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1620 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741011620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INV. & CUST. FEES | ServiceTypeTxt |
| Compensation | $119,966 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,669,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $963,584 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,633,515 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $46,633,515 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $699,503 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,934,012 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,296,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,296,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,756 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,756 | TotalTaxAmt |
| Distributable Before Adj | $2,267,945 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,267,945 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,267,945 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,188,057 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,188,057 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,188,057 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,267,945 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,043,448 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,188,057 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,043,448 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,609 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,123,336 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TAMERA SHEAFFER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22151 EAST 91ST STREET | AddressLine1Txt |
| City | BROKEN ARROW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9182860244 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS MAY BE VERBAL OR WRITTEN AND SHOULD INCLUDE THE PURPOSE OF THE REQUEST. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | WRITTEN - ANY TIME. VERBAL - PRESENTED TO BRD OF TRUSTEES | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY ORGANIZATIONS ENTITLED TO EXEMPTION UNDER IRS SEC. 501(C)(3) AND THOSE QUALIFYING AS PUBLIC CHARITIES UNDER OKLAHOMA LAW. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YWCA OF TULSA | |||||||
| 1503 S DENVER AVENUE | TULSA | OK | 74119 | NONE | PC | RESTRICTED: WOMEN OF THE YEAR PINNACLE AWARDUNRESTRICTED: GENERAL OPERATIONS | $10,000 |
| RIVER PARKS AUTHORITY | |||||||
| 2424 E 21st St SUITE 300 | TULSA | OK | 74114 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $20,000 |
| MENTAL HEALTH ASSOC OF OKLAHOMA | |||||||
| 1870 S BOULDER AVE | TULSA | OK | 74114 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $30,000 |
| STREET SCHOOL INC | |||||||
| 1135 S YALE | TULSA | OK | 74112 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| CHILD ABUSE NETWORK INC | |||||||
| 2829 S SHERIDAN | TULSA | OK | 74129 | NONE | PC | RESTRICTED: CANDLELIGHT BALL | $10,000 |
| GIRL SCOUTS OF EASTERN OKLAHOMA | |||||||
| 2432 E 51ST STREET | TULSA | OK | 74105 | NONE | PC | RESTRICTED:JULIETTE LOW LEADERSHIP SOCIETY, UPGRADES TO TALLCHIEF & SWANNIEUNRESTRICTED: GENERAL OPERATIONS | $430,000 |
| SALVATION ARMY | |||||||
| PO BOX 397 | TULSA | OK | 74101 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| JUNIOR ACHIEVEMENT OF OKALHOMA INC | |||||||
| 3947 S 103RD E AVE | TULSA | OK | 74146 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $18,000 |
| GEORGE MIKSCH SUTTON AVIAN RESEARCH | |||||||
| PO BOX 2007 | BARTLESVILLE | OK | 74005 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $6,500 |
| TULSA ZOO MANAGEMENT INC | |||||||
| 6421 E 36TH ST NORTH | TULSA | OK | 74115 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $15,000 |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE SUITE 600 | TULSA | OK | 74136 | NONE | PC | RESTRICTED: A GATHERING PLACE FOR TULSA | $150,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATIO | |||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | NONE | PC | RESTRICTED: ZINK FUND,OSU POSSE, COLLEGE OF ENGINEERING, SAE BAJA TEAM, SAE FORMULA RACING TEAM, ZINK CENTER FOR COMPETITIVE INNOVATION & LEADERSHIPUNRESTRICTED: GENERAL OPERATIONS | $265,000 |
| ABILITY RESOURCES | |||||||
| 823 S DETROIT AVE | TULSA | OK | 74120 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $30,000 |
| ALL SOULS UNITARIAN CHURCH | |||||||
| 2952 S PEORIA | TULSA | OK | 74114 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2448 E 81st Street Suite 3000 | TULSA | OK | 74137 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| CASA | |||||||
| 700 S BOSTON SUITE 230 | TULSA | OK | 74119 | NONE | PC | RESTRICTED: VOLUNTEER RECRUITEMENT & TRAINING | $5,000 |
| CHOREGUS PRODUCTIONS | |||||||
| 5272 S LEWIS AVE SUITE 236 | TULSA | OK | 74105 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $10,000 |
| DOMESTIC VIOLENCE INTERVENTION SERV | |||||||
| 4300 S HARVARD SUITE 100 | TULSA | OK | 74135 | NONE | PC | GENERAL OPERATIONS: UNRESTRICTED | $25,000 |
| EMERGENCY INFANT SERVICES | |||||||
| 222 S HOUSTON AVE | TULSA | OK | 74127 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $16,000 |
| MIZEL JEWISH COMMUNITY DAY SCHOOL | |||||||
| 2021 E 71ST ST | TULSA | OK | 74135 | NONE | PC | RESTRICTED: SCHOLARSHIPS | $7,500 |
| THE FOUNDATION FOR TULSA SCHOOLS | |||||||
| 3027 S NEW HAVEN 600 | TULSA | OK | 74114 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $12,000 |
| HOLLAND HALL SCHOOL INC | |||||||
| 5666 E 81st St | TULSA | OK | 74137 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONSRESTRICTED: BUILDING FUND | $50,000 |
| INDIAN NATIONS COUNCIL INC BSA | |||||||
| 4925 S GARNETT ROAD | TULSA | OK | 74146 | NONE | PC | RESTRICTED: Z-BASE CAMPAIGN & LODGE IMPROVEMENTSUNRESTRICTED: GENERAL OPERATING | $530,000 |
| IRON GATE | |||||||
| 501 S CINCINNATI AVE | TULSA | OK | 74103 | NONE | PC | UNRESTRICTED: GENERAL OPERATING | $5,000 |
| MEALS ON WHEELS | |||||||
| 12620 E 31ST ST | TULSA | OK | 74136 | NONE | PC | UNRESTRICTED: GENERAL OPERATING | $5,000 |
| MID-AMERICA ARTS ALLIANCE | |||||||
| 2018 BALTIMORE AVE | KANSAS CITY | MO | 64108 | NONE | PC | UNRESTRICTED: GENERAL OPERATING | $5,000 |
| THE PHILBROOK MUSEUM OF ART INC | |||||||
| 2727 S ROCKFORD RD | TULSA | OK | 74114 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $40,000 |
| PLANNED PARENTHOOD | |||||||
| 1007 S PEORIA | TULSA | OK | 74120 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $45,000 |
| TULSA AREA UNITED WAY | |||||||
| 1430 SOUTH BOULDER | TULSA | OK | 74119 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $30,000 |
| TULSA BALLET | |||||||
| 1212 E 45TH PLACE | TULSA | OK | 74105 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $30,000 |
| TULSA CARES | |||||||
| 3507 E ADMIRAL PL | TULSA | OK | 74115 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $15,000 |
| TULSA DAY CENTER FOR THE HOMELESS I | |||||||
| 415 W ARCHER | TULSA | OK | 74103 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $10,000 |
| TULSA OPERA | |||||||
| 1610 SOUTH BOULDER | TULSA | OK | 74119 | NONE | PC | RESTRICTED: PRODUCTIONS OF FAUST & YOUTH OPERA PINOCCHIO | $25,000 |
| TULSA SYMPHONY ORCHESTRA INC | |||||||
| 117 N BOSTON | TULSA | OK | 74103 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $43,500 |
| UNIVERSITY OF TULSA | |||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | NONE | PC | RESTRICTD: KWGS - THE VOICE OF TULSA,NIMROD CONFERENCE, TURC, PRESIDENTIAL SCHOLARSHIP, LAW SCHOOL | $76,000 |
| YOUTH SERVICES OF TULSA INC | |||||||
| 311 S MADISON AVE | TULSA | OK | 74120 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $30,000 |
| RESONANCE CENTER FOR WOMEN | |||||||
| 1608 S ELWOOD AVE | TULSA | OK | 74119 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $20,000 |
| LEGAL AID SERVICES OF OKLAHOMA INC | |||||||
| 2915 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $18,000 |
| ROCK VOLUNTEER FIRE DEPT | |||||||
| 12311 ROCK SCHOOL ROAD | SKIATOOK | OK | 74070 | NONE | PC | UNRESTRICTED: GENERAL OPERATIONS | $2,500 |
| TULSA CHARITY FLIGHT NIGHT | |||||||
| PO BOX 521067 | TULSA | OK | 74152 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| THE TRISTESSE GRIEF CENTER | |||||||
| 4646 S HARVARD AVE 200 | TULSA | OK | 74135 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $750 |
| HEART ASSOCIATION | |||||||
| 2227 E SKELLY DR | TULSA | OK | 74105 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| THE PARENT CHILD CENTER | |||||||
| 1421 S BOSTON AVE | TULSA | OK | 74119 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $10,000 |
| KIPP TULSA ACAD COLLEGE PREP | |||||||
| 1661 E VIRGIN ST | TULSA | OK | 74105 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $2,500 |
| COMMUNITY HEALTH CONNECTION | |||||||
| 9912 EAST 21ST STREET | TULSA | OK | 74129 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $30,000 |
| THE FRONTIER | |||||||
| 12117 SOUTH 12TH COURT | JENKS | OK | 74037 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $5,000 |
| OKLAHOMA FAMILY LEGAL ADVOCATES | |||||||
| 907 S DETROIT AVE STE 725 | TULSA | OK | 74120 | None | PC | UNRESTRICTED: GENERAL OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,119,250 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $921,825 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $623,150 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIV DISTRIBUTION | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,001 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,549,976 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,549,976 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEE | $6,500 | $1,300 | $0 | $5,200 |
| TAX AGENCY FEE | $925 | $185 | $0 | $740 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TOTAL FIXED INCOME FUNDS | AT COST | $10,179,486 | $10,502,941 |
| TOTAL MUTUAL FUNDS | AT COST | $2,885,269 | $3,344,495 |
| TOTAL EQUITY FUNDS | AT COST | $18,199,297 | $21,640,724 |
| TOTAL CORPORATE STOCK | AT COST | $7,252,264 | $8,951,277 |
| TOTAL CONVERTIBLES | AT COST | $235,847 | $256,000 |
| TOTAL HEDGE FUNDS | AT COST | $2,250,000 | $2,403,667 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $472 | LegalFeesAmt |
| Net Investment Income | $236 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $236 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE & DELIVERY | Desc |
| Revenue And Expenses Per Books | $284 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $284 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIV DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $5,001 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENTS - RETURN OF CAPITAL | Desc |
| Amt | $24,428 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOK MANAGEMENT FEES | $119,966 | $71,980 | $0 | $47,986 |
| CLASS ACTION FEE | $119 | $119 | $0 | $0 |
| PRIMARY FOCUS, LLC | $29,290 | $14,645 | $0 | $14,645 |
| SMA MANAGER FEES | $12,847 | $12,847 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL & STATE INCOME TAXES | $90,031 | |
| FOREIGN TAX | $5,599 | $5,599 |
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