BETA

CUESTA FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
CUESTA FOUNDATION INC (EIN 73-6091550)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-08
IRS object ID
201723129349101072
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-08T14:00:01-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1531 COUCH DRAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN736091550EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CUESTA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCUESBusinessNameControlTxt
Phone4057555571PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12932 NW 122ND STREET SUITE DAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731201955ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHERRIE SCHROEDERPersonNm
Person TitleTRUSTEE, PRESIDENTPersonTitleTxt
Phone4057555571PhoneNum
Signature2017-11-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANNE SCUDDERPreparerPersonNm
PTINP00967598PTIN
Phone4052397961PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.171.131.188IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-01IPDt
IP Tm13:06:48IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1039B9BB64B52CA1FF301C3CD1062D9679280FC5AtSubmissionCreationDeviceId
At Submission Filing Device Id2D410FCA3198B0E1D98402444B43D64DC8072189AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,491,430FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$73,920DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,920DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$42,048NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,474,836GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,048CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,267OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$320OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$119,235TotalRevAndExpnssAmt
Total Net Invst Incm$116,288TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$64,864OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$51,560OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$13,304OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,493TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,193TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,421TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$4,421TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,301OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$2,301OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$74,079TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,753TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,026TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$170,018ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$170,018ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$244,097TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,753TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$190,044TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$124,862ExcessRevenueOverExpensesAmt
Net Investment Income$63,535NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$78,175CashBOYAmt
Cash EOY$106,330CashEOYAmt
Cash EOYFMV$106,330CashEOYFMVAmt
Corporate Stock BOY$2,419,976CorporateStockBOYAmt
Corporate Stock EOY$2,214,097CorporateStockEOYAmt
Corporate Stock EOYFMV$2,214,097CorporateStockEOYFMVAmt
Other Investments BOY$1,074,868OtherInvestmentsBOYAmt
Other Investments EOY$1,169,557OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,169,557OtherInvestmentsEOYFMVAmt
Other Assets BOY$106OtherAssetsBOYAmt
Other Assets EOY$1,446OtherAssetsEOYAmt
Other Assets EOYFMV$1,446OtherAssetsEOYFMVAmt
Total Assets BOY$3,573,125TotalAssetsBOYAmt
Total Assets EOY$3,491,430TotalAssetsEOYAmt
Total Assets EOYFMV$3,491,430TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,573,125UnrestrictedBOYAmt
Unrestricted EOY$3,491,430UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,573,125TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,491,430TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,573,125TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,491,430TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,573,125TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$124,862ExcessRevenueOverExpensesAmt
Other Increases$55,289OtherIncreasesAmt
Subtotal$3,503,552SubtotalAmt
Other Decreases$12,122OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,491,430TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY 318-119663-235 ST - SEE STMTP2016-01-012016-12-31$419,637$442,847-$23,210-$23,210
MORGAN STANLEY 318-119663-235 LT - SEE STMTP2015-01-012016-12-31$1,041,682$987,132$54,550$54,550
MORGAN STANLEY LOSS DISALLOWEDP2015-01-012016-12-31$12,122$12,122$12,122
BOKF PRIVATE EQUITY - STP$108-$108-$108
BOKF PRIVATE EQUITY - LTP$2,701-$2,701-$2,701
CAPITAL GAIN DISTRIBUTIONSP$1,395$1,395$1,395
FieldValueIRS element (for citing)
Capital Gain Net Income$42,048CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$21,923NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$185,805AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,751,872NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049523DistributionYr1Rt
Adjusted Qlfy Distri Yr2$181,976AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,832,757NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047479DistributionYr2Rt
Adjusted Qlfy Distri Yr3$168,610AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,633,815NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046400DistributionYr3Rt
Adjusted Qlfy Distri Yr4$132,390AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,427,442NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.038626DistributionYr4Rt
Adjusted Qlfy Distri Yr5$65,315AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,472,144NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.018811DistributionYr5Rt
Total Distribution0.200839TotalDistributionRt
Average Distribution0.040168AverageDistributionRt
Net Vl Noncharitable Assets$3,461,258NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$139,032AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$635NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$139,667AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$190,044QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$635InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$635SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$635TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,440EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,440TotalPaymentsAndCreditsAmt
Overpayment$805OverpaymentAmt
Applied To ES Tax$805AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFOUNDATION MANAGEMENT INCIndividualWithBooksNm
Phone4057555571PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12932 NW 122ND ST SUITE DAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731201955ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARLINE OLIPHANT
2932 NW 122ND ST SUITE DOKLAHOMA CITYOK73120TRUSTEE0.00$0$0$0
ERIC OLIPHANT
2932 NW 122ND ST SUITE DOKLAHOMA CITYOK73120TRUSTEE, PRESIDENT0.00$0$0$0
GREG OLIPHANT
2932 NW 122ND ST SUITE DOKLAHOMA CITYOK73120TRUSTEE, VP/TREASURER0.00$0$0$0
THOMAS OLIPHANT
2932 NW 122ND ST SUITE DOKLAHOMA CITYOK73120TRUSTEE0.00$0$0$0
JAMIE OLIPHANT
2932 NW 122ND ST SUITE DOKLAHOMA CITYOK73120TRUSTEE0.00$0$0$0
WILL MERRICK
2932 NW 122ND ST SUITE DOKLAHOMA CITYOK73120SECRETARY0.00$0$0$0
SHERRIE SCHROEDER
2932 NW 122ND ST SUITE DOKLAHOMA CITYOK73120ASSISTANT TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,405,676AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$108,074AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$218FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,513,968TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,513,968AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,710CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,461,258NetVlNoncharitableAssetsAmt
Minimum Investment Return$173,063MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$173,063MinimumInvestmentReturnAmt
Tax Based On Investment Income$635TaxBasedOnInvestmentIncomeAmt
Total Tax$635TotalTaxAmt
Distributable Before Adj$172,428DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$172,428DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$172,428DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$190,044ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$190,044QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$635PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$189,409AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$172,428DistributableAsAdjustedAmt
Undistributed Income PY$181,491UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$190,044QualifyingDistributionsAmt
Applied To Year1$181,491AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,553AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$163,875UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCUESTA FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O FOUNDATION MANAGEMENT INCAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731201955ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4057555571RecipientPhoneNum
Form And Info And MaterialsCUESTA FOUNDATION GRANT APPLICATION IS AVAILABLE ONLINE AT HTTPS://FMIOKC.COM/CLIENTS/CUESTA/ APPLICATION DEADLINES ARE ALSO POSTED ON THE WEBSITE.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATION DEADLINES ARE ALSO POSTED ON THE WEBSITE.SubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JUNIPER FUND
PO BOX 30829SEATTLEWA98103NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$1,000
MONTE CASSINO SCHOOL
ATTN SANDY WILLMANNTULSAOK741143109NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$1,000
GLENN POOL OIL FIELD EDUCATIONAL CENTER
6338 E 98TH STTULSAOK74137NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$1,000
CROSSTOWN LEARNING CENTER
2501 E ARCHER STTULSAOK74110NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$1,990
TULSA CHILDRENS MUSEUM
P O BOX 701620TULSAOK74170NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$2,028
JOHN 316 MISSION
2015 EAST PINE STREET SUITE 103TULSAOK74106NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$1,500
TULSA HISTORICAL SOCIETY
2445 S PEORIA AVETULSAOK74114NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$500
HOSPICE OF THE VALLEY
1510 EAST FLOWER STREETPHOENIXAZ85014NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$2,500
UNIVERSITY OF TULSA
800 SOUTH TUCKER DRIVETULSAOK74112NONE501(C)(3)OLIPHANT PRESIDENTIAL SCHOLARSHIP$4,000
UNIVERSITY OF TULSA
800 SOUTH TUCKER DRIVETULSAOK74112NONE501(C)(3)OLIPHANT HALL ENDOWMENT$1,000
AMERICAN RED CROSSPHOENIX CHAPTER
4747 N 22ND STREET SUITE 100PHOENIXAZ85016NONE501(C)(3)DISCRETIONARY GRANT$2,500
KINMUNDY AREA SPORTS & YOUTH
PO BOX 160KINKUNDYIL62854NONE501(C)(3)KINMUNDY PARK COMPLEX$5,000
BIGBROTHERS BIG SISTERS OF OKLAHOMA
5840 S MEMORIAL DRIVE SUITE 105TULSAOK74145NONE501(C)(3)ONE-TO-ONE YOUTH MENTORING$5,000
CATHOLIC CHARITIES TULSA
PO BOX 580460TULSAOK74158NONE501(C)(3)SERVING UP HOPE$5,000
CHILD ABUSE NETWORK
2829 S SHERIDAN RDTULSAOK74129NONE501(C)(3)CHILD ABUSE TEAM$5,000
COMMUNITY FOOD BANK OF EASTERN OKLAHOMA
1304 N KENOSHA AVENUETULSAOK74106NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$10,000
CROSSTOWN LEARNING CENTER
2501 E ARCHER STTULSAOK74110NONE501(C)(3)GENERAL OPERATIONAL SUPPORT FY 2017$20,000
DOMESTIC VIOLENCE INTERVENTION SVCS INC
4300 SOUTH HARVARD SUITE 100TULSAOK741352608NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$5,000
FAMILY & CHILDREN'S SERVICES INC
650 SOUTH PEORIA AVETULSAOK74120NONE501(C)(3)THE CHILDREN'S CENTER AT F&CS$3,000
JUNIOR ACHIEVEMENT OF OKLAHOMA INC
3947 S 103 E AVETULSAOK74146NONE501(C)(3)BLENDED LEARNING SECONDARY PROJECT$1,000
PHILBROOK MUSEUM OF ART
2727 S ROCKFORD ROADTULSAOK74114NONE501(C)(3)MY MUSEUM MOBILE$3,500
RESONANCE CENTER FOR WOMEN
1608 S ELWOOD AVETULSAOK74119NONE501(C)(3)SECOND CHANCES THROUGH RESONANCE$5,000
SAN MIGUEL SCHOOL OF TULSA
2444 E ADMIRAL BLVDTULSAOK74110NONE501(C)(3)LITERACY INITIATIVE$10,000
STAND IN THE GAP INC
3939 S HARVARD AVE SUITE 120TULSAOK74135NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$2,500
CENTER FOR INDIVIDUALS PHYSICAL CHALLENGE
815 S UTICA AVETULSAOK74104NONE501(C)(3)SCHOLARSHIP FUNDING$5,000
LITTLE LIGHT HOUSE
5120 E 36TH STTULSAOK741355228NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$10,000
PARENT CHILD CENTER OF TULSA THE
1421 SOUTH BOSTON AVETULSAOK741193607NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$3,000
TULSA BOYS' HOME
PO BOX 1101TULSAOK74011NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$5,000
TULSA CHILDREN'S MUSEUM
560 N MAYBELLE AVETULSAOK74127NONE501(C)(3)DISCOVERY LAB$20,000
TULSA GIRLS ART SCHOOL INC
2202 E ADMIRAL BLVDTULSAOK74110NONE501(C)(3)GENERAL OPERATIONAL SUPPORT$2,500
TULSA HUB
601 W 3RDTULSAOK74120NONE501(C)(3)SCALING TRRANSFORMATIVE TRANSPORTATION$2,000
YOUTH AT HEART
P O BOX 35798TULSAOK741530798NONE501(C)(3)AFTER SCHOOL ENRICHMENT PROGRAM$5,000
OPERATION AWARE OF OKLAHOMA INC
7226 E 41 STREETTULSAOK74145NONE501(C)(3)OPERATION AWARE PREVENTION SUSTAINABILITY$2,500
UNIVERSITY OF TULSA
800 SOUTH TUCKER DRIVETULSAOK74112NONE501(C)(3)A.G. OLIPHANT ANNUAL PRESIDENTIAL SCHOLARSHIP FOR ENGINEERING AND NATURAL SCIENCES$6,000
UNIVERSITY OF TULSA
800 SOUTH TUCKER DRIVETULSAOK74112NONE501(C)(3)OLIPHANT HALL ENDOWMENT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$170,018TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,920ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$3,267ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$42,048ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$119,235ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$119,235TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSMITH BARNEY - CORPORATE STOCKStockNm
EOY Book Value$2,214,097EOYBookValueAmt
EOYFMV$2,214,097EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BOKF PRIVATE EQUITY LTD PARTNERSHIPAT COST$34,276$34,276
SMITH BARNEY MUTUAL FUNDSAT COST$1,135,281$1,135,281

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ORGANIZATIONAL EXPENSE$106$106$106
ACCRUED INVESTMENT INCOME$0$1,340$1,340

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDISALLOWED LOSSESDesc
Amt$12,122Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MEETING EXPENSE$158$0$0$158
MEMBERSHIP EXPENSE$400$0$0$400
INSURANCE$761$0$0$761
ADVERTISING$982$0$0$982

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIP INCOME$320$320$0
FEDERAL INCOME TAX REFUND$2,947$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS & DISALLOWED LOSSDesc
Amt$55,289Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PORTFOLIO MANAGEMENT FEES$43,560$43,560$0$0
MANAGEMENT FEES$20,004$8,000$0$12,004
OTHER PROFESSIONAL FEES$1,300$0$0$1,300

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES & ADR FEES$1,193$1,193$0$0
FEDERAL INCOME TAX$1,300$0$0$0

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