CUESTA FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CUESTA FOUNDATION INC (EIN 73-6091550)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201503159349100925
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases 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 | 2015-11-11T12:17:39-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 COUCH DR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731022251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736091550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CUESTA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUES | BusinessNameControlTxt |
| Phone | 4057555571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 NW 122ND STREET SUITE D | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731201955 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG OLIPHANT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4057555571 | PhoneNum |
| Signature | 2015-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLAN WRIGHT | PreparerPersonNm |
| PTIN | P00112450 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2015-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,822,176 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $61,487 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,487 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $224,057 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,707,573 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $224,057 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $234 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $234 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $285,778 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,778 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $73,035 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,368 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,667 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,815 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,213 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $809 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $809 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,581 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,476 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $246,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,581 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,976 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,619 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $226,197 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $187,966 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $107,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,296 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,545,969 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,931,101 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,931,101 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $58,289 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $62,418 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $62,418 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,054,861 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $719,255 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $719,255 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $106 | OtherAssetsBOYAmt |
| Other Assets EOY | $106 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $106 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,847,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,822,176 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,822,176 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,847,191 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,822,176 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,847,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,822,176 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,847,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,822,176 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,847,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,619 | ExcessRevenueOverExpensesAmt |
| Other Increases | $649 | OtherIncreasesAmt |
| Subtotal | $3,887,459 | SubtotalAmt |
| Other Decreases | $65,283 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,822,176 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY 318-119663-235-ST | P | 2014-01-01 | 2014-12-31 | $654,446 | $635,542 | $18,904 | $18,904 |
| MORGAN STANLEY 318-119663-235 LT | P | 2014-01-01 | 2014-12-31 | $1,036,487 | $839,065 | $197,422 | $197,422 |
| BOKF PRIVATE EQUITY-ST | P | 2014-01-01 | 2014-12-31 | $8,456 | -$8,456 | -$8,456 | |
| BOKF PRIVATE EQUITY-LT | P | 2014-01-01 | 2014-12-31 | $5,187 | $5,187 | $5,187 | |
| PLAINS ALL AMERICAN PIPELINE LP | P | 2014-01-01 | 2014-12-31 | $1 | $1 | $1 | |
| EL PASO PIPELINE PARTNERS LP | P | 2014-01-01 | 2014-12-31 | $1 | $1 | $1 | |
| ENERGY TRANSFER PARTNERS LP | P | 2014-01-01 | 2014-12-31 | $66 | $66 | $66 | |
| POWERSHARES K-1-ST | P | 2014-01-01 | 2014-12-31 | $303 | -$303 | -$303 | |
| POWERSHARES K-1-LT | P | 2014-01-01 | 2014-12-31 | $150 | -$150 | -$150 | |
| CAPITAL GAIN DISTRIBUTION | P | 2014-01-01 | 2014-12-31 | $11,385 | $11,385 | $11,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $224,057 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $224,057 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $168,610 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,633,815 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046400 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $132,390 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,427,442 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038626 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,315 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,472,144 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018811 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $166,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,304,808 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050366 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $274,591 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,089,705 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.088873 | DistributionYr5Rt |
| Total Distribution | 0.243076 | TotalDistributionRt |
| Average Distribution | 0.048615 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,832,757 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $186,329 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,262 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $188,591 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $181,976 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,524 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,524 | SubtotalAmt |
| Tax Based On Investment Income | $4,524 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,460 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $865 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,325 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34 | EsPenaltyAmt |
| Tax Due | $233 | TaxDueAmt |
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 |
| 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 | FOUNDATION MANAGEMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4057555571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 NW 122 SUITE D | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731201955 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARLINE OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ERIC OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE, PRE | 1.00 | $0 | $0 | $0 |
| GREG OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE, VP | 1.00 | $0 | $0 | $0 |
| THOMAS OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMIE OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KARI KOSTER | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SHERRIE SCHROEDER | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TREASURER | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,774,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $114,300 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,106 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,891,124 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,891,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,832,757 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,638 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,638 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,524 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,524 | TotalTaxAmt |
| Distributable Before Adj | $187,114 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $187,114 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $187,114 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,976 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $181,976 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $181,976 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,114 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $177,422 | UndistributedIncomePYAmt |
| Qualifying Distributions | $181,976 | QualifyingDistributionsAmt |
| Applied To Year1 | $177,422 | AppliedToYear1Amt |
| Applied To Current Year | $4,554 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $182,560 | 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 | CUESTA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FOUNDATION MANAGEMENT INC | AddressLine1Txt |
| Address Line2 | 2932 NW 122ND STREET SUITE D | AddressLine2Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731201955 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4057555571 | RecipientPhoneNum |
| Form And Info And Materials | ONLINE GRANT APPLICATION AVAILABLE AT WWW.FOUNDATIONMANAGEMENTINC.COM/FOUNDATIONS/. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 15 | SubmissionDeadlinesTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF OKLAHOM | |||||||
| 5840 S MEMORIAL DRIVE SU | TULSA | OK | 74145 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $5,000 |
| BUSHENYI ALLIANCE FOR RURAL HEALTH | |||||||
| P O BOX 702008 | TULSA | OK | 74170 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $5,500 |
| CENTER INDIVIDUALS WITH PHYSICAL CH | |||||||
| 815 S UTICA AVE | TULSA | OK | 74104 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $5,000 |
| CHILD ABUSE NETWORK | |||||||
| 2829 S SHERIDAN AVE | TULSA | OK | 74129 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $2,500 |
| COUNSELING AND RECOVERY SERVICES OF | |||||||
| 7010 S YALE 215 | TULSA | OK | 74012 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $5,000 |
| CROSSTOWN LEARNING CENTER | |||||||
| 2501 E ARCHER ST | TULSA | OK | 74110 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $10,000 |
| CROSSTOWN LEARNING CENTER | |||||||
| 2501 E ARCHER ST | TULSA | OK | 74110 | NONE | 501C3 | DISCRETIONARY GRANT | $2,500 |
| DOMESTIC VIOLENCE INTERVENTION SERV | |||||||
| 4300 S HARVARD AVE | TULSA | OK | 74135 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $3,000 |
| FAMILY AND CHILDREN'S SERVICES INC | |||||||
| 650 S PEORIA AVE | TULSA | OK | 74120 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $2,500 |
| FIRST PERSON CARE CLINIC | |||||||
| 1200 S 4TH STREET | LAS VEGAS | NV | 89104 | NONE | 501C3 | DISCRETIONARY GRANT | $5,000 |
| GLENN POOL OIL FIELD EDUCATIONAL CE | |||||||
| 6338 E 98TH ST | TULSA | OK | 74137 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $6,000 |
| JOHN 316 MISSON | |||||||
| 205 E PINE STREET | TULSA | OK | 74106 | NONE | 501C3 | DISCRETIONARY GRANT | $1,000 |
| LITTLE LIGHT HOUSE | |||||||
| 5120 E 36TH ST | TULSA | OK | 74135 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $5,000 |
| LIVING ARTS | |||||||
| 307 E BRADY ST | TULSA | OK | 74120 | NONE | 501C3 | DISCRETIONARY GRANT | $500 |
| LIVING ARTS | |||||||
| 307 E BRADY ST | TULSA | OK | 74120 | NONE | 501C3 | DISCRETIONARY GRANT | $500 |
| MENTAL HEALTH ASSOCIATION OF TULSA | |||||||
| 1870 S BOULDER | TULSA | OK | 74119 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $5,000 |
| OPERATIONS AWARE OF OKLAHOMA INC | |||||||
| 7226 E 41 STREET | TULSA | OK | 74145 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $2,500 |
| PLANNED PARENTHOOD OF ARK & E OKLA | |||||||
| 1171 7TH ST | DES MOINES | IA | 50314 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $2,500 |
| PLOWSHARES INSTITUTE | |||||||
| PO BOX 243 | SIMSBURY | CT | 06070 | NONE | 501C3 | TO BE USED AS STATED IN REQUST | $10,000 |
| RESONANCE | |||||||
| 1608 S ELWOOD AVE | TULSA | OK | 74119 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $5,000 |
| RIVER PARKS FOUNDATION | |||||||
| 2424 E 21 ST SUITE 300 | TULSA | OK | 74114 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $5,000 |
| SANTA FE COMMUNITY FOUNDATION | |||||||
| 501 HALONA STREET | SANTA FE | NM | 87505 | NONE | 501C3 | DISCRETIONARY GRANT | $5,000 |
| STAND IN THE GAP INC | |||||||
| 3939 S HARVARD AVE SUIT | TULSA | OK | 74135 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $2,500 |
| THE PARENT CHILD CENTER OF TULSA | |||||||
| 1421 S BOSTON AVE | TULSA | OK | 74119 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $2,000 |
| TULSA BALLET | |||||||
| 1212 E 45TH PL | TULSA | OK | 74105 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $3,000 |
| TULSA CHILDRENS MUSEUM | |||||||
| PO BOX 701620 | TULSA | OK | 74170 | JAMIE OLIPHANT | 501C3 | TO BE USED AS STATED IN REQUEST | $20,000 |
| TULSA CHILDRENS MUSEUM | |||||||
| PO BOX 701620 | TULSA | OK | 74170 | JAMIE OLIPHANT | 501C3 | DISCRETIONARY GRANT | $2,500 |
| TULSA DAY CENTER FOR THE HOMELESS | |||||||
| 415 WEST ARCHER | TULSA | OK | 74103 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $5,000 |
| TULSA HISTORICAL SOCIETY | |||||||
| 2445 S PEORIA AVE | TULSA | OK | 74114 | NONE | 501C3 | DISCRETIONARY GRANT | $1,000 |
| TULSA HUB | |||||||
| 601 W 3RD | TULSA | OK | 74120 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $2,500 |
| TULSA POLICE FOUNDATION | |||||||
| 5812 S WHEELING AVE | TULSA | OK | 74105 | NONE | 501C3 | DISCRETIONARY GRANT | $2,000 |
| TULSA PROJECT WOMAN | |||||||
| PO BOX 74159 | TULSA | OK | 74159 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $5,000 |
| UNIVERSITY OF TULSA - OILPHANT ENDO | |||||||
| 800 S TUCKER DR | TULSA | OK | 74107 | NONE | 501C3 | TO BE USED AS STATED IN REQUEST | $10,000 |
| UNIVERSITY OF TULSA FOUNDATION | |||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | NONE | 501C3 | OLIPHANT HALL ENDOWMENT | $10,000 |
| UNIVERSITY OF TULSA FOUNDATION | |||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | NONE | 501C3 | AG OLIPHANT PRES SCHOLARSHIP | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,487 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $224,057 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1 | Desc |
| Related Or Exempt Function Incm | $234 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $285,544 | ExclusionAmt |
| Related Or Exempt Function Incm | $234 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,778 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND INVESTMENT | BondNm |
| EOY Book Value | $62,418 | EOYBookValueAmt |
| EOYFMV | $62,418 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SMITH BARNEY - CORPORATE STOCK | StockNm |
| EOY Book Value | $2,931,101 | EOYBookValueAmt |
| EOYFMV | $2,931,101 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOKF PRIVATE EQUITY LTD PARTNERSHIP | FMV | $71,630 | $71,630 |
| SMITH BARNEY MUTUAL FUNDS | FMV | $647,625 | $647,625 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATIONAL EXPENSE | Desc |
| BOY Book Value | $106 | BOYBookValueAmt |
| EOY Book Value | $106 | EOYBookValueAmt |
| EOYFMV | $106 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $65,283 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $761 | $761 |
| INTEREST EXPENSE | $48 | $48 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1 | Desc |
| Revenue And Expenses Per Books | $234 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $234 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DISALLOWED LOSSES-WASH SALES | -$1,204 |
| DISALLOWED LOSSES- PARTNERSHIP | -$1,989 |
| NONDEDUCTIBLE EXPENSES | $3,842 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO MANAGEMENT FEES | $49,368 | $49,368 | |
| MANAGEMENT FEES | $20,129 | $8,000 | $12,129 |
| OTHER PROFESSIONAL FEES | $3,538 | $3,538 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES & ADR FEES | $2,213 | $2,213 |
| FEDERAL INCOME TAX | $4,602 |
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