SAM VIERSEN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAM VIERSEN FAMILY FOUNDATION INC (EIN 73-1295358)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202523039349101627
- Schema version
- 2024v5.2
- Note
- A later return for the same period supersedes this one.
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-30T16:16:54-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271439588 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Conklin Gilpin & Wertz PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2738 E 51st Street Ste 370 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731295358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sam Viersen Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMV | BusinessNameControlTxt |
| Phone | 9189986455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S Boston Ave Ste 1130 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Audra Fogle | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2025-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Seth P Carr | PreparerPersonNm |
| PTIN | P01558322 | PTIN |
| Phone | 9187490921 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,667,181 | 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 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,616 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,616 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $898,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $898,039 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,528,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,508,079 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $199,525 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $43,154 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,483,050 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $901,655 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $199,525 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,442 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,633 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $44,809 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,490 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,847 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,643 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,663 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,331 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,332 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,310 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,018 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,292 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,023 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $14,460 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $266,240 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $245,713 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,527 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $396,628 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $289,542 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $86,603 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,575,128 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,575,128 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,971,756 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $289,542 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,661,731 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$488,706 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $612,113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $199,525 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $702,766 | CashBOYAmt |
| Cash EOY | $1,245,831 | CashEOYAmt |
| Cash EOYFMV | $1,245,831 | CashEOYFMVAmt |
| US Government Obligations BOY | $5,109,237 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,510,855 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,510,855 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,356,183 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,606,092 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,606,092 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,901,862 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,010,214 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,010,214 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,536,677 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,294,189 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,294,189 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $27,606,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,667,181 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,667,181 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $11,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $11,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $27,595,725 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,656,181 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,606,725 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,667,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,606,725 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,667,181 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,606,725 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$488,706 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,549,162 | OtherIncreasesAmt |
| Subtotal | $32,667,181 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,667,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Short Term Capital Gain Loss | $199,525 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,508 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,508 | SubtotalAmt |
| Tax Based On Investment Income | $8,508 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,986 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,986 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $82 | EsPenaltyAmt |
| Tax Due | $2,604 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| 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 | Audra Fogle | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9189986455 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S Boston Ave Ste 1130 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Adam Schenk | |||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | President | 0.00 | $0 | |
| Sarah Miller | |||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Vice President | 0.00 | $0 | |
| Eloise Johnson | |||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Secretary | 0.00 | $0 | |
| Terry Costanza | |||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Treasurer | 0.00 | $0 | |
| Summer Andrus | |||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 0.00 | $0 | |
| Sam Miller | |||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 0.00 | $0 | |
| Edith Johnson | |||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 0.00 | $0 | |
| Brian Johnson | |||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 0.00 | $0 | |
| Jill Johnson | |||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 0.00 | $0 | |
| Hugh Robinson | |||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 0.00 | $0 | |
| Jason Winters | |||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 0.00 | $0 | |
| Audra Fogle | |||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Executive Dir. | 40.00 | $45,192 | |
| Lisa Rhynes | |||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Past Exec. Dir | 30.00 | $20,250 | $9,490 |
| 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 | $31,618,328 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $974,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,592,627 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $32,592,627 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $488,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,103,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,605,187 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,605,187 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,508 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,508 | TotalTaxAmt |
| Distributable Before Adj | $1,596,679 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,596,679 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,596,679 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,661,731 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,661,731 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,596,679 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $67,690 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $484,291 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,181,234 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,733,215 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,661,731 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,596,679 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,065,052 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,798,267 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $67,690 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,730,577 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $484,291 | ExcessFromYear2Amt |
| Excess From Year1 | $1,181,234 | ExcessFromYear1Amt |
| Excess From Current Year | $1,065,052 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Audra Fogle | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S Boston Ave Ste 1130 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9189986455 | RecipientPhoneNum |
| Form And Info And Materials | None Specified | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must qualify as a 501(c)(3) organization | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A New Leaf Foundation | ||||||
| PO Box 35903 | Tulsa | OK | 74153 | None | Community Support | $20,000 |
| American Legion Post 10 | ||||||
| 1120 E 8th St | Tulsa | OK | 74120 | None | Community Support | $3,000 |
| American Red Cross | ||||||
| 431 18th St NW | Washington | DC | 20006 | None | Community Support | $25,000 |
| Buckhunger | ||||||
| 9004 Belshire Drive | North Richland Hills | TX | 76182 | None | Community Support | $9,500 |
| Communities Foundation of Oklahoma | ||||||
| PO Box 21210 | Oklahoma City | OK | 73156 | None | Community Support | $2,000 |
| Community Food Bank of Eastern Okla | ||||||
| 1304 N Kenosha Ave | Tulsa | OK | 74106 | None | Community Support | $26,000 |
| Creek Nation Indian Village | ||||||
| PO Box 580 | Okmulgee | OK | 74447 | None | Community Support | $5,500 |
| Domestic Violence Intervention Serv | ||||||
| 3124 E Apache St | Tulsa | OK | 74110 | None | Community Support | $15,000 |
| Food For Kids | ||||||
| PO Box 674 | Bedford | VA | 24523 | None | Community Support | $2,000 |
| Fab Lab Tulsa | ||||||
| 501 S Lewis Ave | Tulsa | OK | 74104 | None | Community Support | $5,000 |
| For the Good | ||||||
| 306 W 37th St 8th Floor | New York | NY | 10018 | None | Community Support | $4,000 |
| Friends of the Okmulgee Public Libr | ||||||
| 218 S Okmulgee Ave | Okmulgee | OK | 74447 | None | Community Support | $3,260 |
| George Miksch Sutton Avian Research | ||||||
| 393636 Gap Road | Bartlesville | OK | 74003 | None | Community Support | $3,000 |
| GH2 Architects | ||||||
| 320 S Boston Ave Unit 100 | Tulsa | OK | 74103 | None | Community Support | $1,500 |
| Girl Scouts of Eastern Oklahoma | ||||||
| 4810 S 129th East Ave | Tulsa | OK | 74134 | None | Community Support | $5,000 |
| Happy Hands Education Center | ||||||
| 8801 S Garnett Rd | Broken Arrow | OK | 74012 | None | Community Support | $5,000 |
| Humane Society of Tulsa | ||||||
| 6232 E 60th St | Tulsa | OK | 74146 | None | Community Support | $9,500 |
| Indian Nations Council | ||||||
| 4295 S Garnett Rd | Tulsa | OK | 74146 | None | Community Support | $13,500 |
| Jordan Education Foundation | ||||||
| 7387 S Campus View Dr | West Jordan | UT | 84084 | None | Community Support | $1,500 |
| Landmark for All Generations | ||||||
| 210 N Wood Drive | Okmulgee | OK | 74447 | None | Community Support | $6,930 |
| Links Inc | ||||||
| 1200 Massachusetts Ave NW | Washington | DC | 20005 | None | Community Support | $10,000 |
| Lisa Bain Ministries | ||||||
| 9447 E 77th St | Tulsa | OK | 74133 | None | Community Support | $5,000 |
| Make-A-Wish Oklahoma | ||||||
| 4606 E 67th St 313 | Tulsa | OK | 74136 | None | Community Support | $15,000 |
| Mathews Elementary School | ||||||
| 7500 Marchman Way | Plano | TX | 75025 | None | Community Support | $1,000 |
| Mathews PTA | ||||||
| 7500 Marchman Way | Plano | TX | 75025 | None | Community Support | $3,000 |
| Mentors International | ||||||
| 65 East Wadsworth Park Dr Ste 207 | Draper | UT | 84020 | None | Community Support | $2,000 |
| Mercy Sakes 2nd Chance Dogs | ||||||
| 1219 S Memorial Drive | Tulsa | OK | 74112 | None | Community Support | $1,000 |
| O Henry Middle School PTA | ||||||
| 2610 West 10th Street | Austin | TX | 78703 | None | Community Support | $1,000 |
| Oklahoma Alliance for Animals | ||||||
| 7140 S 69th East Ave | Tulsa | OK | 74133 | None | Community Support | $1,500 |
| Oklahoma Dental Foundation | ||||||
| 317 NE 13th Street | Oklahoma City | OK | 73104 | None | Community Support | $20,000 |
| Oklahoma Westie Rescue Foundation | ||||||
| 3713 S Elder Blvd | Broken Arrow | OK | 74011 | None | Community Support | $3,500 |
| Okmulgee Area Development Corp | ||||||
| 111 E 4th | Okmulgee | OK | 74447 | None | Community Support | $36,000 |
| Okmulgee County Community Garden Co | ||||||
| 1206 S Belmont Ave | Okmulgee | OK | 74447 | None | Community Support | $2,000 |
| Okmulgee County Family Resource Cen | ||||||
| 1501 S Creek Ave | Okmulgee | OK | 74447 | None | Community Support | $115,500 |
| Okmulgee County Humane Society | ||||||
| 1239 N Okmulgee Ave | Okmulgee | OK | 74447 | None | Community Support | $201,663 |
| Okmulgee County Sharks Special Athl | ||||||
| 6835 S Canyon Ave | Tulsa | OK | 74136 | None | Community Support | $10,000 |
| Okmulgee Education Foundation | ||||||
| PO Box 464 | Okmulgee | OK | 74447 | None | Community Support | $14,000 |
| Okmulgee Main Street | ||||||
| 107 E 6th St | Okmulgee | OK | 74447 | None | Community Support | $5,500 |
| Okmulgee Public Schools | ||||||
| 316 E 8th Street | Okmulgee | OK | 74447 | None | Community Support | $18,500 |
| Okmulgee Service League | ||||||
| PO Box 913 | Okmulgee | OK | 74447 | None | Community Support | $1,000 |
| OSU Foundation | ||||||
| 400 S Monroe St | Stillwater | OK | 74074 | None | Community Support | $101,000 |
| OU Foundation | ||||||
| 100 W Timberdell Road | Norman | OK | 73019 | None | Community Support | $100,000 |
| Paralyzed Veterans of America | ||||||
| 7612 Maple St | Omaha | NE | 68134 | None | Community Support | $5,000 |
| Pets Helping People | ||||||
| 2234 E 56th Pl | Tulsa | OK | 74105 | None | Community Support | $10,000 |
| Preston Elementary School | ||||||
| 10165 Pringey Ave | Preston | OK | 74456 | None | Community Support | $6,000 |
| Pro Tech Athletes Coalition | ||||||
| 8387 S Escalante Dr | Sandy | UT | 84093 | None | Community Support | $10,000 |
| Rape Abuse and Incest National Netw | ||||||
| 1220 L St NW Ste 500 | Washington | DC | 20005 | None | Community Support | $10,000 |
| Resonance Center for Women | ||||||
| 1608 S Elwood Ave | Tulsa | OK | 74119 | None | Community Support | $10,000 |
| Ronald McDonald House Charities of | ||||||
| 6102 S Hudson Ave | Tulsa | OK | 74136 | None | Community Support | $500 |
| Selected Independent Funeral Home | ||||||
| One Overlook Point Ste 530 | Lincolnshire | IL | 60069 | None | Community Support | $3,000 |
| Skiatook Paws and Claws | ||||||
| PO Box 1033 | Skiatook | OK | 74070 | None | Community Support | $2,000 |
| Special Olympics Oklahoma | ||||||
| 6835 S Canton Ave | Tulsa | OK | 74136 | None | Community Support | $2,000 |
| Stonebridge Academy | ||||||
| 209 W 8th St | Okmulgee | OK | 74447 | None | Community Support | $234,500 |
| Switchpoint Community Resource Cent | ||||||
| 948 N 1300 W | Saint George | UT | 84770 | None | Community Support | $4,000 |
| The Magic Foundation | ||||||
| 4200 Cantera Dr 106 | Warrenville | IL | 60555 | None | Community Support | $5,000 |
| The Academy of Seminole | ||||||
| 600 EW Hwy 123 | Seminole | OK | 74868 | None | Community Support | $91,459 |
| The Children's Heart Foundation | ||||||
| 5 Revere Dr One Northbrook Pl | Northbrook | IL | 60062 | None | Community Support | $5,000 |
| The Rowan Fund | ||||||
| 201 Mullica Hill Road | Glassboro | NJ | 08028 | None | Community Support | $8,000 |
| Tulsa Area United Way | ||||||
| 1430 S Boulder Ave | Tulsa | OK | 74119 | None | Community Support | $51,000 |
| Tulsa Childrens Museum | ||||||
| 3123 Riverside Dr | Tulsa | OK | 74105 | None | Community Support | $14,500 |
| Tulsa Community Foundation | ||||||
| 7030 S Yale Ave 600 | Tulsa | OK | 74136 | None | Community Support | $975,416 |
| University of Central Oklahoma Fdn | ||||||
| 100 N University Drive | Edmond | OK | 73034 | None | Community Support | $5,000 |
| Wilson Community Volunteer Fire Ass | ||||||
| 438 S Park Lane | Atoka | OK | 74525 | None | Community Support | $1,000 |
| Wilson Public Schools | ||||||
| 8867 Chestnut Rd | Henryetta | OK | 74437 | None | Community Support | $1,000 |
| Woody Guthrie Coalition | ||||||
| PO Box 661 | Okemah | OK | 74859 | None | Community Support | $2,500 |
| YMCA of Greater Tulsa | ||||||
| 5400 S Olympia Ave | Tulsa | OK | 74107 | None | Community Support | $148,000 |
| Oklahoma Arts Institute | ||||||
| 111 NW 9th St | Oklahoma City | OK | 73102 | None | Community Support | $1,500 |
| OSU Foundation | ||||||
| 400 S Monroe St | Stillwater | OK | 74074 | None | Community Support | $38,400 |
| Tulsa Community Foundation | ||||||
| 7030 S Yale Ave 600 | Tulsa | OK | 74136 | None | Community Support | $96,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,575,128 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,616 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $898,039 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $141,213 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,387,028 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,086,022 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,387,028 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,473,050 | 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) |
|---|---|---|
| Amt | $20,663 | Amt |
| Net Investment Income | $10,331 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,332 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $4,010,214 | EOYBookValueAmt |
| EOYFMV | $4,010,214 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $17,606,092 | EOYBookValueAmt |
| EOYFMV | $17,606,092 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,510,855 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,510,855 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Alternative Investments | FMV | $2,200,274 | $2,200,274 |
| ETF & CEF Income | FMV | $1,033,877 | $1,033,877 |
| Mutual Funds | FMV | $1,060,038 | $1,060,038 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Association Dues | $400 | $120 | $280 |
| Brokerage Fees & Commissions | $180,460 | $180,460 | |
| Contract Services | $12,798 | $12,798 | |
| Insurance Expense | $3,357 | $1,007 | $2,350 |
| Investment Fees | $61,941 | $61,941 | |
| Operating Expense | $7,284 | $2,185 | $5,099 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $43,154 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment reporting basis changed from cost to FMV | Desc |
| Amt | $5,155,206 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other Taxes | $9,178 | $9,178 | |
| Payroll Taxes | $6,132 | $1,840 | $4,292 |
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