2016-05-16T10:47:11-05:00 2015-06-30 730941849 BRYAN LITTLE HALEY & KENT P C P O BOX 2306 BARTLESVILLE OK 740052306 990 2014-07-01 731575838 BARTLESVILLE COMMUNITY FOUNDATION BART 9183372287 208 E 4TH STREET BARTLESVILLE OK 74003 BRET SHOEMAKE TREASURER 9183372287 2016-05-12 1 ROBERT HALEY P00639812 9183361433 2014 2016-08-17 19:52:53Z BRET SHOEMAKE 208 E 4TH STREET BARTLESVILLE OK 74003 3280906 0 X WWW.BARTLESVILLECF.ORG X 1999 OK TO PROVIDE A SIMPLE WAY TO DO GOOD WORKS. 16 16 2 0 0 0 1145227 3112969 0 0 54653 82661 0 0 1199880 3195630 732400 1421179 0 0 102662 109520 0 0 31260 86409 124620 921471 1655319 278409 1540311 4499592 6620801 2507044 3131173 1992548 3489628 TO PROVIDE A SIMPLE WAY TO DO GOOD WORKS. 0 0 1597932 1421179 TO RECEIVE, MANAGE, AND DISTRIBUTE GIFTS FROM INDIVIDUALS AND ORGANIZATIONS FOR THE BETTERMENT OF THE BARTLESVILLE, OKLAHOMA AREA. 1597932 1 1 0 0 0 1 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 34 0 1 2 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OK X BARTLESVILLE COMMUNITY FOUNDATION 9183372287 208 E 4TH STREET BARTLESVILLE OK 74003 KYLE HUBBARD SECRETARY 1.00 X X 0 0 0 DEBBIE MUEGGENBORG MEMBER 1.00 X 0 0 0 MIKE MAY CHAIR 1.00 X X 0 0 0 SPENCER KING VICE - CHAIR 1.00 X X 0 0 0 GLENN BONNER MEMBER 1.00 X 0 0 0 CHARLIE BOWERMAN MEMBER 1.00 X 0 0 0 MARK HEADLEY MEMBER 1.00 X 0 0 0 BOB POMEROY MEMBER 1.00 X 0 0 0 JASON HOPKINS MEMBER 1.00 X 0 0 0 THOMAS BROWN MEMBER 1.00 X 0 0 0 DONNA SKELLY MEMBER 1.00 X 0 0 0 CLENT STEWART MEMBER 1.00 X 0 0 0 JOHN MIHM MEMBER 1.00 X 0 0 0 SHAWN CRAWFORD EXECUTIVE DIRECTOR 40.00 X X 72188 0 0 JOHN B KANE MEMBER 1.00 X 0 0 0 MARY ALICE SIGMON MEMBER 1.00 X 0 0 0 BRET SHOEMAKE TREASURER 1.00 X X 0 0 0 72188 0 0 0 0 0 0 0 30901 3082068 3112969 82661 82661 85276 30901 85276 0 3195630 0 0 82661 1421179 1421179 72188 46922 10828 14438 23981 15588 3597 4796 6000 3900 900 1200 7351 4778 1103 1470 7000 4551 1050 1399 49398 49244 66 88 26500 26500 2361 1535 354 472 10379 6639 1603 2137 19662 12780 2950 3932 985 640 148 197 RELOCATION EXPENSE 2680 2680 INSURANCE 1975 1284 296 395 POSTAGE 1615 1050 242 323 DUES 954 620 143 191 1111 722 167 222 1655319 1597932 26127 31260 34809 34576 489958 588848 30223 23267 17955 11981 1417 5974 3943185 5968136 4499592 6620801 18856 4571 2488188 3126602 2507044 3131173 X 411499 354661 1384329 2940468 196720 194499 1992548 3489628 4499592 6620801 1540311 -43231 0 X 0 1 X 0 0 X 942354 700294 773546 1076874 3082068 6575136 6480 5400 1350 13230 948834 705694 774896 1076874 3082068 6588366 6588366 23566 19951 56635 54653 82661 237466 6825832 130045 0.96520 0.96150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14 59196 51332 403295 1 1 1581049 2967970 27198 1441250 3134967 1292648 867542 166122 745263 1581049 1145344 671924 79355 603975 1292648 1099417 562087 39760 555920 1145344 995878 779280 87057 762798 1099417 0 0 17955 11981 5974 5974 ARVEST ASSET MANAGEMENT INVESTMENT ACCOUNTS 5968136 F 5968136 AGENCY FUNDS PAYABLE 3126602 3126602 X 3237674 -43231 85275 42044 3195630 0 3195630 1740594 85275 85275 1655319 0 1655319 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO PROVIDE SCHOLARSHIPS AND FURTHER THE EXEMPT PURPOSE OF THE VARIOUS ORGANIZATIONS AS ADVISED BY THESE ORGANIZATIONS. PART X, LINE 2: IN ACCORDANCE WITH FASB ASC 740-10, "ACCOUNTING FOR THE UNCERTAINTY IN INCOME TAXES," THE FOUNDATION ANALYZED ITS TAX FILING POSITIONS IN ALL OF THE FEDERAL, STATE, AND FOREIGN TAX JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, AS WELL AS FOR ALL OPEN TAX YEARS IN THESE JURISDICTIONS. BASED ON THIS REVIEW, THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 85,275. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 85,275. LEGACY EVENT 49000 423 48577 48577 GAME NIGHT 23290 15384 7906 7906 3 43887 15094 28793 28793 116177 30901 85276 85276 85276 0 0 FRIENDS OF AT&SF NO 940 501(C)3 86618 TO PROVIDE ASSISTANCE WITH THE PRESERVATION OF HISTORY. HOPESTONE CANCER SUPPORT OF BARTLESVILLE INC 461533473 501(C)3 5778 TO HELP PROVIDE SUPPORT TO PEOPLE DEALING WITH CANCER OR CANCER TREATMENTS. LOWE FAMILY YOUNG SCHOLARS 208786692 501(C)3 5000 TO PROVIDE ASSISTANCE TO CHILDREN IN THE COMMUNITY. MUSICAL RESEARCH SOCIETY 501(C)3 11500 TO PROVIDE ASSISTANCE FOR THE ART OF MUSIC. WESLEYAN CHRISTIAN SCHOOL 501(C)3 70000 TO PROVIDE ASSISTANCE FOR THE STAFF AT THE SCHOOL. BARTLESVILLE REGIONAL UNITED WAY INC 237041295 501(C)3 9302 TO PROVIDE ASSISTANCE TO THE LESS FORTURNATE IN THE AREA. BOYS AND GIRLS CLUB OF BARTLESVILLE 730618201 501(C)3 7500 TO PROVIDE ASSISTANCE TO CHILDREN IN THE COMMUNITY. PATHS TO INDEPENDENCE 454111813 501(C)3 7500 TO PROVIDE ASSISTANCE TO THE LESS FORTURNATE IN THE AREA. BARTLESVILLE HABITAT FOR HUMANITY 501(C)3 5000 TO PROVIDE ASSISTANCE TO THE LESS FORTURNATE IN THE AREA. MARY MARTHA OUTREACH INC 501(C)3 8800 TO PROVIDE ASSISTANCE TO THE LESS FORTURNATE IN THE AREA. ALLIED ARTS & HUMANITIES 501(C)3 6500 FOR THE ADVANCEMENT OF THE ARTS. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE AND BOARD OF TRUSTEES REVIEW THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PAGE 6, PART VI, LINE 12C: CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. ALL NEW BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE UPON ELECTION TO THE BOARD. BOARD MEMBERS COMPLETE AN UPDATED DISCLOSURE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A FORM 990, PAGE 6, PART VI, LINE 15A: EXECUTIVE DIRECTOR COMPENSATION THE FOUNDATION CONDUCTS AN ANNUAL PERFORMANCE REVIEW. COMPARATIVE POSITIONS ARE IDENTIFIED AND SALARY INFORMATION REVIEWED. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PAGE 6, SECTION C, LINE 19: DOCUMENTS AVAILABLE TO PUBLIC COPIES OF ALL DOCUMENTS ARE MAINTAINED AT THE OFFICE AND AVAILABLE TO THE PUBLIC UPON REQUEST.