COMMON BOND FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COMMON BOND FOUNDATION (EIN 46-1541783)
- Tax period
- 2016-08-01 to 2017-07-31
- Filed
- 2017-12-11
- IRS object ID
- 201713459349100101
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-12-11T06:33:15-08:00 | ReturnTs |
| Tax Period End | 2017-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SES GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 EAST 21ST STREET SUITE 410 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741143536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461541783 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMON BOND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12607 S 12th ST | AddressLine1Txt |
| City | JENKS | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS RUSSELL | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James F Schallner Jr | PreparerPersonNm |
| PTIN | P00775452 | PTIN |
| Phone | 9186649544 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $36,407,214 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $724,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $724,544 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $724,544 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $253,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,189,387 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $263,645 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,392 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $10,991,411 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $988,189 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $724,544 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,505 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,505 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $217,420 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $217,420 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $69,176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,544 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,874 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,874 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $299,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $236,343 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,050,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,050,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,350,275 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $236,343 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,050,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,641,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $751,846 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $724,544 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103,444 | CashBOYAmt |
| Cash EOY | $58,007 | CashEOYAmt |
| Cash EOYFMV | $58,007 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $17,706 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $17,706 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $24,465,199 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,170,067 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,331,501 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,568,643 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,245,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,407,214 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $24,568,643 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,245,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,568,643 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,245,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,568,643 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,245,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,568,643 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,641,136 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36,001 | OtherIncreasesAmt |
| Subtotal | $31,245,780 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $31,245,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Public traded securities | P | 2017-01-01 | 2017-06-30 | $4,826,397 | $4,885,899 | -$59,502 | -$59,502 |
| Public traded securities | P | 2016-02-15 | 2017-05-15 | $5,586,895 | $5,278,381 | $308,514 | $308,514 |
| Public traded securities | P | 2017-01-01 | 2017-06-30 | $30,215 | $31,852 | -$1,637 | -$1,637 |
| Public traded securities | P | 2016-02-15 | 2017-05-15 | $69,143 | $77,676 | -$8,533 | -$8,533 |
| Public traded securities | P | 2016-07-06 | 2016-10-27 | $1,793,759 | $1,821,842 | -$28,083 | -$28,083 |
| Public traded securities | P | 2014-07-10 | 2016-10-21 | $1,882,978 | $1,840,262 | $42,716 | $42,716 |
| Wash Sale | $10,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $263,645 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$87,585 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,037 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,037 | SubtotalAmt |
| Tax Based On Investment Income | $15,037 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,743 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,743 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,706 | OverpaymentAmt |
| Applied To ES Tax | $17,706 | 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 | false | 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 | Yes (true) | 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 | THOMAS RUSSELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9189823088 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12607 S 12TH ST | AddressLine1Txt |
| City | JENKS | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74037 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS RUSSELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12607 SOUTH 12TH STREET | AddressLine1Txt |
| City | JENKS | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,320,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $156,130 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,476,399 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $33,476,399 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $502,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,974,253 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,648,713 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,648,713 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,037 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,037 | TotalTaxAmt |
| Distributable Before Adj | $1,633,676 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,633,676 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,633,676 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,050,300 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,050,300 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,050,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,633,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,382,706 | UndistributedIncomePYAmt |
| Qualifying Distributions | $4,050,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,382,706 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,633,676 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,033,918 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,033,918 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,033,918 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,033,918 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS RUSSELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LIFE SENIOR SERVICES | |||||||
| 5950 E 31ST ST | TULSA | OK | 74134 | NONE | PC | HEALTH CARE PROGRAMS AND CONSULING | $250,000 |
| PUPPIES BEHIND BARS | |||||||
| 263 W 38 STREET 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | TRAIN SERVICE DOGS | $100,000 |
| BIXBY COMMUNITY OUTREACH CENTER | |||||||
| 77 E BRECKENRIDGE AVE | BIXBY | OK | 74008 | NONE | PC | EDUCATION AND OUTREACH | $150,000 |
| FAMILY AND CHILDREN SERVICES | |||||||
| 650 S PEORIA AVE | TULSA | OK | 74120 | NONE | PC | CARE FOR ADULTS,HIGH-RISK KIDS, MEALS | $300,000 |
| LIFE SENIOR SERVICES | |||||||
| 5950 EAST 31ST STREET | TULSA | OK | 74135 | NONE | PC | NEEDS OF SENIOR CITIZENS | $250,000 |
| CATHOLIC CHARITIES | |||||||
| PO BOX 580460 | TULSA | OK | 74158 | NONE | PC | MISSION ADVANCEMENT PROGRAMS FOOD CLOTHING ETC | $600,000 |
| COMMUNITY FOOD BANK OF EASTERN OKLA | |||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | NONE | PC | FOOD FOR NEEDY | $600,000 |
| COOKSON HILLS CHRISTIAN SCHOOL | |||||||
| 60416 HIGHWAY 10 | KANSAS | OK | 74347 | NONE | PC | LIVING SPACE AND FAMILY ENVIRONMENT FOR CHILDREN | $250,000 |
| JOHN 316 MISSION | |||||||
| 205 E PINE ST SUITE 103 | TULSA | OK | 74106 | NONE | PC | FOOD FOR NEEDY | $400,000 |
| CROSS CATHOLIC OUTREACH | |||||||
| 2700 N MILITARY TRAIL SUITE 240 | BOCA RATON | FL | 33427 | NONE | PC | SERVICE TO NEEDY | $101,000 |
| ASSISTANCE LEAGUE OF TULSA | |||||||
| 2100 S UTICA AVE | TULSA | OK | 74114 | NONE | PC | OPERATION SCHOOL BELL, SERVICE TO CHILDREN, NEEDY | $200,000 |
| PETS FOR VETS | |||||||
| P O BOX 10860 | WILMINGTON | NC | 28404 | NONE | PC | PETS TO VETS WITH PTSD OR OTHER NEEDS | $100,000 |
| ZOE INSTITUTE INC | |||||||
| P O BOX 1864 | TAHLEQUAH | OK | 74465 | NONE | PC | HELP SINGLE MOTHERS | $79,300 |
| COMMUNITY ACTION RESOURCES ASSOCIAT | |||||||
| 3636 N PEORIA | TULSA | OK | 74106 | NONE | PC | AFTER SCHOOL AND SUMMER PROGRAMS FOR CHILDREN THRU GRADE 6 | $70,000 |
| SPECIAL OLYMPICS OKLAHOMA | |||||||
| 6835 S CANTON AVE | TULSA | OK | 74136 | NONE | PC | COMPETITION FOR CHILDREN WITH DISABILITIES | $100,000 |
| TPD FOUNDATION | |||||||
| TULSA COMM FND ONE WILLIAMS CNTR | TULSA | OK | 74172 | NONE | PC | OUTREACH TO CHILDRENIN DEPRESSED ECONOMIC AREAS | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,050,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $724,544 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $253,475 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Exclusion | 1 | ExclusionCd |
| Related Or Exempt Function Incm | $13,392 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $991,411 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $991,411 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THOMAS RUSSELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12607 SOUTH 12TH STREET | AddressLine1Txt |
| City | JENKS | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,505 | Amt |
| Net Investment Income | $6,505 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITIES - BOA | AT COST | $26,772,300 | $31,489,004 |
| SECURITIES- BOK | AT COST | $4,397,767 | $4,842,497 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Portfolio deductions | Desc |
| Revenue And Expenses Per Books | $6,874 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,874 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Revenue And Expenses Per Books | $13,392 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON TAX RETURN OF CAPITAL | Desc |
| Amt | $36,001 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $1,939 | $1,939 | $0 | $0 |
| INVESTMENT FEES | $159,312 | $159,312 | $0 | $0 |
| INVESTMENT FEES | $24,545 | $24,545 | $0 | $0 |
| INVESTMENT FEES | $31,177 | $31,177 | $0 | $0 |
| INVESTMENT FEES | $447 | $447 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS RUSSELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12607 SOUTH 12TH STREET | AddressLine1Txt |
| City | JENKS | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74037 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $63,632 | |
| FOREIGN TAXES | $4,695 | $4,695 |
| FOREIGN TAXES | $764 | $764 |
| MISC TAXES | $85 | $85 |
Comments