JOE & JEAN HOLLIMAN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JOE & JEAN HOLLIMAN FAMILY FOUNDATION (EIN 73-6092860)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201633199349102283
- Schema version
- 2015v2.0
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T13:26:14-08:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 E 63rd St | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 and Jean Holliman Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOEA | 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 | 74133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joanna H Potts | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Preston B Smith CPA | PreparerPersonNm |
| PTIN | P00357271 | PTIN |
| Phone | 9182501040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,369,693 | 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 | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,382 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,961 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $490,068 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,961 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $283,351 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $283,351 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,335 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,186 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,186 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,746 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $746 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,292 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,292 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $433,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $433,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $451,642 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,292 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $433,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$168,291 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,059 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $128,040 | CashBOYAmt |
| Cash EOY | $12,331 | CashEOYAmt |
| Cash EOYFMV | $12,331 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $121,010 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,000 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,505,804 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,433,232 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,216,362 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,754,854 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,586,563 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,369,693 | TotalAssetsEOYFMVAmt |
| 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 |
| Retained Earning BOY | $131,633 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$36,658 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,754,854 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,586,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,754,854 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,586,563 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,754,854 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$168,291 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,586,563 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,586,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1500 Coach Inc | P | 2014-09-15 | 2015-05-07 | $56,907 | $55,192 | $1,715 | $1,715 |
| .8 Medtronic PLC | P | 2015-01-27 | 2015-02-10 | $59 | $60 | -$1 | -$1 |
| 1800 Covidien PLC | P | 2013-01-03 | 2015-01-28 | $192,600 | $105,942 | $86,658 | $86,658 |
| 800 Qualcomm Inc | P | 2013-01-03 | 2015-08-28 | $45,842 | $51,462 | -$5,620 | -$5,620 |
| .8872 Talen Energy Corp | P | 2012-06-14 | 2015-06-16 | $17 | $14 | $3 | $3 |
| 149 Talen Energy Corp | P | 2012-06-14 | 2015-06-16 | $2,582 | $2,382 | $200 | $200 |
| 1000 Norfolk Southern | P | 2007-01-01 | 2015-07-22 | $85,356 | $51,619 | $33,737 | $33,737 |
| 500 Smucker J M | P | 2009-12-08 | 2015-03-18 | $56,285 | $29,689 | $26,596 | $26,596 |
| 500 United Parcel Service | P | 2007-01-01 | 2015-06-03 | $50,420 | $36,747 | $13,673 | $13,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,961 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,714 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $252,250 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,319,532 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04742 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $200,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,713,905 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04243 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $920,143 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,159,931 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.22119 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $129,094 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $223,944 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,528,370 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06347 | DistributionYr5Rt |
| Total Distribution | 0.374510 | TotalDistributionRt |
| Average Distribution | 0.074902 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,380,042 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $402,976 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,731 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $405,707 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $433,350 | 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 | $2,731 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,731 | SubtotalAmt |
| Tax Based On Investment Income | $2,731 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,432 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,432 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,701 | OverpaymentAmt |
| Applied To ES Tax | $8,701 | 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 | Preston Smith CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 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 |
|---|---|---|---|---|---|---|
| John H Holliman | ||||||
| 8118 E 63rd St | Tulsa | OK | 741331901 | Director | 0.00 | $0 |
| Janice H Stanfield | ||||||
| 8118 E 63rd St | Tulsa | OK | 741331901 | Vice President | 0.00 | $0 |
| Joanna H Potts | ||||||
| 8118 E 63rd St | Tulsa | OK | 741331901 | President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,197,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $264,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,461,972 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,461,972 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,930 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,380,042 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $269,002 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $269,002 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,731 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,731 | TotalTaxAmt |
| Distributable Before Adj | $266,271 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $266,271 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $266,271 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $433,350 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $433,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,731 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $430,619 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,271 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $49,137 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $130,350 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $717,860 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $897,347 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $433,350 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $266,271 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $167,079 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,064,426 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $49,137 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,015,289 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $130,350 | ExcessFromYear4Amt |
| Excess From Year3 | $717,860 | ExcessFromYear3Amt |
| Excess From Current Year | $167,079 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Boston Avenue Church | |||||||
| 1301 South Boston Avenue | Tulsa | OK | 74119 | None | PC | General Fund | $21,000 |
| St John Medical Center Foundation | |||||||
| 1923 South Utica Avenue | Tulsa | OK | 74104 | None | PC | Holliman Building Maintenance | $270,000 |
| The Salvation Army | |||||||
| 1616 South Main | Tulsa | OK | 74101 | None | PC | General Fund | $5,100 |
| Asbury FoundationInverness Village | |||||||
| 3800 West 71st Street | Tulsa | OK | 74136 | None | POF | Wellness Center | $70,000 |
| Oklahoma Methodist Manor Inc | |||||||
| 4134 East 31st Street | Tulsa | OK | 74135 | none | PC | Lifetimes Campaign | $50,000 |
| Oklahoma United Methodist Church | |||||||
| 1501 NW 24th Street | Oklahoma City | OK | 73106 | None | PC | Camp Egan | $2,000 |
| Up With Trees | |||||||
| 1102 S Boston Ave | Tulsa | OK | 74119 | None | PC | Site Maintenance | $6,250 |
| American Red Cross | |||||||
| 10151 East 11th Street | Tulsa | OK | 74128 | None | PC | General Fund | $1,000 |
| Make a Wish Oklahoma | |||||||
| 4504 E 67th Street Ste 208 | Tulsa | OK | 74136 | None | PC | General Fund | $5,000 |
| Philbrook Museum of Art | |||||||
| 2727 S Rockford Road | Tulsa | OK | 74114 | None | PC | General Fund | $2,000 |
| Holland Hall | |||||||
| 5666 E 81st Street | Tulsa | OK | 74137 | None | PC | General Fund | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $433,350 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,382 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $156,961 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $126,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $156,961 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $283,351 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Preston Smith, CPA | CategoryTxt |
| Amt | $4,335 | Amt |
| Net Investment Income | $4,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $5,186 | Amt |
| Net Investment Income | $5,186 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise tax | $8,000 | |
| Foreign tax | $746 | $746 |
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