NOBLE RESEARCH INSTITUTE LLC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NOBLE RESEARCH INSTITUTE LLC (EIN 73-0606209)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-12
- IRS object ID
- 201402249349100110
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Employee Compensation Expln
- Explan Of Legis Political Actvts
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-12T11:18:39-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N ROBINSON SUITE 1200N | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730606209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Samuel Roberts Noble Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % A JILL WALLACE | InCareOfNm |
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 5802246227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2510 Sam Noble Parkway | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Ardmore | City |
| State | OK | State |
| ZIP Code | 73401 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A Jill Wallace | PersonNm |
| Person Title | Vice President & CFO | PersonTitleTxt |
| Phone | 5802235810 | PhoneNum |
| Signature | 2014-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4052182800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,322,307,756 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,345 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,053,218 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,604,981 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,479,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,026,518 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,493,968 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $802,884,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $41,990,215 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,786,655 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,473,790 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $6,078,712 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $59,814,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,095,504 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,078,712 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,192,707 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $160,526 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,026,307 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,613,170 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $41,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $18,572,170 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | -$28,280,307 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $32,412 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,385,678 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $191,193 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $180,300 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $113,732 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,060 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $99,022 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,144,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,980,752 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,188,628 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5,751 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $5,751 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,126,026 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $479,876 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,037 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,629,004 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,399,462 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,477,833 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $852,820 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $10,374 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $840,964 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $130,239 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $126,105 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,840,203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $667,183 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $6,078,712 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,330,290 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,958,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,389,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,078,712 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,235,085 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,989,149 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,989,149 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,947,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,389,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,078,712 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,224,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,866,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,706,321 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,898 | CashBOYAmt |
| Cash EOY | $51,608 | CashEOYAmt |
| Cash EOYFMV | $51,608 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,334,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,617,603 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,617,603 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $679,776 | AcctRcvblAmt |
| Acct Rcvbl BOY | $839,726 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $679,776 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $679,776 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $1,733,204 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $1,530,535 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $1,530,535 | GrantsReceivableEOYFMVAmt |
| Inventories BOY | $167,647 | InventoriesBOYAmt |
| Inventories EOY | $151,222 | InventoriesEOYAmt |
| Inventories EOYFMV | $151,222 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $691,386 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $735,560 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $735,560 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $18,802,500 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $17,483,797 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $17,483,797 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $680,321,756 | CorporateStockBOYAmt |
| Corporate Stock EOY | $808,264,266 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $808,264,266 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $64,018,046 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $55,921,502 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $55,921,502 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $54,160 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $44,936 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $9,224 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $9,224 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,146,535 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $189,101,428 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $216,120,872 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $216,120,872 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $207,222,902 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $80,807,912 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $132,085,520 | LandBOYAmt |
| Land EOY | $126,414,990 | LandEOYAmt |
| Land EOYFMV | $207,222,902 | LandEOYFMVAmt |
| Other Assets BOY | $1,492,700 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,381,578 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,381,578 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,097,606,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,237,362,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,322,307,756 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,494,777 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,336,998 | AccountsPayableEOYAmt |
| Grants Payable BOY | $585,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $585,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $51,150,922 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,680,197 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $62,230,699 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,602,195 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,033,293,087 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,209,436,056 | UnrestrictedEOYAmt |
| Permanently Restricted BOY | $2,082,881 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $2,324,282 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,035,375,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,211,760,338 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,097,606,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,237,362,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,035,375,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,866,992 | ExcessRevenueOverExpensesAmt |
| Other Increases | $143,517,378 | OtherIncreasesAmt |
| Subtotal | $1,211,760,338 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,211,760,338 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|
| NOBLE ENERGY | D | 1969-10-31 | $7,499,862 | $17,505 | $7,434,514 | $65,348 | $17,505 | $47,843 | $7,434,514 |
| PUBLICLY TRADED SECURITIES LT | P | $722,780,343 | $697,170,359 | $25,609,984 | $25,609,984 | ||||
| PUBLICLY TRADED SECURITIES ST | P | $67,879,288 | $61,477,664 | $6,401,624 | $6,401,624 | ||||
| PARTNERSHIP K-1 ST GAIN/(LOSS) | P | $1,756,838 | -$1,756,838 | -$1,756,838 | |||||
| PARTNERSHIP K-1 LT GAIN | P | $4,724,851 | $4,724,851 | $4,724,851 | |||||
| PARTNERSHIP K-1 SECT 1256 ST LOSS | P | $169,568 | -$169,568 | -$169,568 | |||||
| PARTNERSHIP K-1 SECT 1256 LT LOSS | P | $254,352 | -$254,352 | -$254,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $41,990,215 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,154,942 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $921,295,641 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052269 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,636,354 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $948,679,081 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052322 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,690,504 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $897,745,400 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052009 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,336,824 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $800,029,775 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061669 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,453,120 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,016,200,804 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059489 | DistributionYr5Rt |
| Total Distribution | 0.277758 | TotalDistributionRt |
| Average Distribution | 0.055552 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,029,293,013 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,179,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $567,063 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,746,348 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,574,330 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,134,126 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,134,126 | SubtotalAmt |
| Tax Based On Investment Income | $1,134,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,050,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $150,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,200,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $65,874 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $65,874 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | Yes (true) | 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 | www.noble.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A JILL WALLACE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5802246227 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2510 SAM NOBLE PARKWAY | AddressLine1 |
| City | ARDMORE | City |
| State | OK | State |
| ZIP Code | 73401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (24 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM B BUCKNER | ||||||||
| 2510 Sam Noble Parkway | ARDMORE | OK | 73401 | PRESIDENT | 40.0 | $492,898 | $31,090 | $15,836 |
| MICHAEL UDVARDI | ||||||||
| 2510 Sam Noble Parkway | ARDMORE | OK | 73401 | SR VP & DIVISION DIRECTOR | 40.0 | $194,428 | $46,988 | $3,431 |
| BILLY COOK | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | SR VP & DIVISION DIRECTOR | 40.0 | $232,226 | $57,306 | $8,093 |
| E CHARLES BRUMMER | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | SR VP & DIVISION DIRECTOR | 40.0 | $237,748 | $49,005 | $9,915 |
| STEVEN P RHINES | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | VP & GENERAL COUNSEL | 40.0 | $262,724 | $44,226 | $5,937 |
| A JILL WALLACE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | VP & CHIEF FINANCIAL OFFICER | 40.0 | $202,530 | $38,764 | $4,443 |
| DIANE PINSKER | ||||||||
| 2510 Sam Noble Parkway | ARDMORE | OK | 73401 | VP BUSINESS DEVELOPMENT | 40.0 | $94,541 | $7,148 | $1,820 |
| ELIZABETH ALDRIDGE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | SECRETARY | 40.0 | $88,737 | $29,384 | |
| CODY NOBLE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 6.0 | $25,000 | ||
| RUSSELL NOBLE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 6.0 | $28,500 | $186 | |
| MARIANNE ROONEY | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 6.0 | $32,000 | $117 | |
| D RANDOLPH BROWN JR | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 6.0 | $27,000 | ||
| JESSIE NANCE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 6.0 | $30,000 | ||
| STEPHEN YOUNG | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 6.0 | $30,000 | $117 | |
| SUSAN BROWN | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 6.0 | $30,000 | ||
| JAMES C DAY | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 6.0 | $29,500 | ||
| SAM DUBOSE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 6.0 | $28,000 | ||
| VIVIAN NOBLE DUBOSE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 6.0 | $31,000 | ||
| BILL GODDARD | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 6.0 | $28,000 | ||
| SHELLEY DRU MULLINS | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 6.0 | $30,000 | ||
| GINGER DUBOSE | ||||||||
| 2510 Sam Noble Parkway | Ardmore | OK | 73401 | TRUSTEE | 6.0 | $25,000 | ||
| PATRICK ROONEY | ||||||||
| 2510 Sam Noble Parkway | ARDMORE | OK | 73401 | TRUSTEE | 6.0 | $12,875 | ||
| ANN NOBLE BROWN | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | TRUSTEE EMERITUS | 6.0 | $0 | ||
| DAVID R BROWN | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | TRUSTEE EMERITUS | 6.0 | $0 | ||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ZENGYU WANG | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | PROFESSOR | 40.0 | $147,839 | $39,647 | $609 |
| RICHARD A DIXON | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | SR. PROFESSOR | 40.0 | $350,619 | $58,583 | $3,517 |
| TEAL PEMBERTON | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | DIR HUMAN RESOURCES | 40.0 | $177,150 | $40,111 | |
| JEFF MOEN | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | CORPORATE COUNSEL | 40.0 | $159,796 | $26,145 | $4,480 |
| RICK NELSON | ||||||||
| 2510 SAM NOBLE PARKWAY | ARDMORE | OK | 73401 | PROFESSOR & RES ADM | 40.0 | $161,221 | $50,413 | $1,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 143 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SANDS CAPITAL MANAGEMENT LLC | |||||
| PO BOX 1821 | MERRIFIELD | VA | 221168021 | INVESTMENT MANAGER | $612,099 |
| LUTHER KING CAPITAL | |||||
| 301 COMMERCE ST SUITE 1600 | FORT WORTH | TX | 76102 | INVESTMENT MANAGER | $394,894 |
| INFORMA ECONOMICS | |||||
| PO BOX 416655 | BOSTON | MA | 022410655 | CONSULTING | $385,000 |
| HOTCHKIS AND WILEY CAPITAL MANAGEMENT | |||||
| Dept LA 23280 | PASADENA | CA | 911853280 | Investment Manager | $277,039 |
| MONDRIAN INVESTMENT GROUP INC | |||||
| PO BOX 392481 | CLEVELAND | OH | 44193 | INVESTMENT MANAGER | $240,891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 18 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AGRICULTURAL-ASSISTS OVER 1,500 FARMERS/RANCHERS IN REACHING FINANCIAL,PRODUCTION,STEWARDSHIP &QUALITY OF LIFE GOALS THRU NO-COST CONSULTATION,EDUCATIONAL EVENTS & APPLIED RESEARCH. | Description1Txt |
| Expenses1 | $12,612,231 | Expenses1Amt |
| Description2 | FORAGE IMPROVEMENT-CONDUCTS RESEARCH TO TRANSLATE BASIC PLANT SCIENCE RESEARCH INTO IMPROVED PLANT VARIETIES FOR USE BY AG PRODUCERS THRU PLANT BREEDING AND TRAIT INTEGRATION. | Description2Txt |
| Expenses2 | $10,439,508 | Expenses2Amt |
| Description3 | PLANT BIOLOGY-CONDUCTS BASIC BIOCHEMICAL,GENETIC AND GENOMIC PLANT RESEARCH FOR CROP IMPROVEMENT AND ENHANCED PRODUCTION. | Description3Txt |
| Expenses3 | $12,881,677 | Expenses3Amt |
| Description4 | ADDITIONAL INFORMATION ABOUT NOBLE AND ADMINISTRATIVE EXPENSES AS A PERCENTAGE OF FUNDS SPENT FOR CHARITABLE PURPOSES 6.54% ARE EXPLAINED UNDER GENERAL INFORMATION. | Description4Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS WERE MADE IN 2013. SEE GENERAL EXPLANATION ATTACHMENT FOR INFORMATION REGARDING EXPENDITURE RESPONSIBILITY FOR PRIOR YEAR ACTIVITY. | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,040,711,472 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,181,433 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,044,967,526 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,044,967,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,674,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,029,293,013 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,464,651 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,464,651 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,134,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,134,126 | TotalTaxAmt |
| Distributable Before Adj | $50,330,525 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,334,025 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,334,025 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,224,234 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,350,096 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $40,574,330 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $40,574,330 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,334,025 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,158,554 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,581,612 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,319,262 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,553,139 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,781,075 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,393,642 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,574,330 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $40,574,330 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,759,695 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,759,695 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,633,947 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $398,859 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,235,088 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,581,612 | ExcessFromYear4Amt |
| Excess From Year3 | $3,319,262 | ExcessFromYear3Amt |
| Excess From Year2 | $3,553,139 | ExcessFromYear2Amt |
| Excess From Year1 | $2,781,075 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Samuel Roberts Noble Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2510 Sam Noble Parkway | AddressLine1 |
| City | Ardmore | City |
| State | OK | State |
| ZIP Code | 73401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5802235810 | RecipientPhoneNum |
| Form And Info And Materials | AN INTRODUCTION LETTER DESCRIBING THE ORGANIZATION AND PROJECT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1, MARCH 1, JUNE 1 AND SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY RESTRICTED TO SOUTHWESTERN UNITED STATES 501(C)(3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (297 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Arbuckle Life Solutions Inc | ||||||||
| Nine 10th Avenue NW | Ardmore | OK | 73401 | None | PC | Annual operating support | $30,000 | |
| Ashley Inc | ||||||||
| PO Box 240 | Havre de Grace | MD | 21078 | None | PC | Capital Campaign | $150,000 | |
| Association of Professional Oklahoma Educators Fou | ||||||||
| PO Box 713 | Norman | OK | 73070 | None | PC | Annual operating support | $20,000 | |
| Atlanta Union Mission Corporation | ||||||||
| P O Box 1807 | Atlanta | GA | 30301 | None | PC | Support for the men's program | $10,000 | |
| Atlanta Union Mission Corporation | ||||||||
| P O Box 1807 | Atlanta | GA | 30301 | None | PC | Support for the women's program | $10,000 | |
| Boy Scouts of America Arbuckle Area Council | ||||||||
| Post Office Box 5309 | Ardmore | OK | 734030309 | None | PC | Operating support | $15,000 | |
| Carter County CASA Inc | ||||||||
| 20 B Street SW Ste 401 | Ardmore | OK | 73401 | None | PC | Operating support | $10,000 | |
| Charles B Goddard Center for Visual and Performin | ||||||||
| P O Box 1624 | Ardmore | OK | 73402 | None | PC | Operating support and art education outreach progr | $30,000 | |
| Chisholm Trail Heritage Center Association | ||||||||
| 1000 Chisholm Trail Parkway | Duncan | OK | 73533 | None | PC | Educational program support facilities | $10,000 | |
| Colonial Williamsburg Foundation | ||||||||
| P O Box 1776 | Williamsburg | VA | 231871776 | None | PC | 2013 Oklahoma Teachers Institute | $10,000 | |
| Communities In Schools Inc | ||||||||
| 10 W Main Suite 313 | Ardmore | OK | 73401 | None | PC | 2014 Summer of Service program electronics system animatronics upgrade | $40,000 | |
| Dean A McGee Eye Institute | ||||||||
| 608 Stanton L Young Boulevard | Oklahoma City | OK | 73104 | None | PC | Vivarium renovation project | $100,000 | |
| Diabetes Solutions - OK Inc | ||||||||
| 3333 NW 63rd Suite 100 | Oklahoma City | OK | 73116 | None | PC | Support for Camp Endres support | $7,500 | |
| Education and Employment Ministry Inc | ||||||||
| 14 NE 13th Street | Oklahoma City | OK | 73104 | None | PC | Annual operating support | $10,000 | |
| Education and Employment Ministry Inc | ||||||||
| 14 NE 13th Street | Oklahoma City | OK | 73104 | None | PC | Pre-employment Assessment Kiosk for Job Placement | $20,000 | |
| Family Shelter of Southern Oklahoma for Victims of | ||||||||
| PO Box 1408 | Ardmore | OK | 734021408 | None | PC | Shelter Program and Shelter Advocate | $40,000 | |
| Friends of Sky Ranch Inc | ||||||||
| 600 North Pearl Street | Dallas | TX | 75201 | None | PC | Military family scholarships | $10,000 | |
| Gloria Ainsworth Child Care & Learning Center Inc | ||||||||
| 502 G Street NE | Ardmore | OK | 73401 | None | PC | Operating support | $40,000 | |
| Good Shepherd Community Clinic Inc | ||||||||
| 20 12th Avenue | Ardmore | OK | 73401 | None | PC | Pharmacy Program support for 2014 | $60,000 | |
| Great Expectations Foundation | ||||||||
| 717 North Grand Avenue | Tahlequah | OK | 744642399 | None | PC | Operating support | $15,000 | |
| Greater Ardmore Scholarship Foundation Inc | ||||||||
| 301 W Main Suite 210 | Ardmore | OK | 73401 | None | PC | Distribution from the Pettitt Educational Fund | $59,364 | |
| Hardy Murphy Coliseum Authority | ||||||||
| P O Box 621 | Ardmore | OK | 73402 | None | PC | Drainage and grading updates | $20,000 | |
| Leadership Institute | ||||||||
| 1101 North Highland Street | Arlington | VA | 22201 | None | PC | Annual operating support | $5,000 | Steven PJ Wood Building |
| Leading The Way with Dr Michael Youssef Inc | ||||||||
| PO Box 20100 | Atlanta | GA | 30325 | None | PC | Support for KINGDOM SAT broadcasting | $145,000 | |
| Little Hill Foundation for the Rehabilitation of A | ||||||||
| P O Box G | Blairstown | NJ | 07825 | None | PC | Renovation of Family Hall | $50,000 | |
| Murray State College Foundation Inc | ||||||||
| One Murray Campus | Tishomingo | OK | 73460 | None | PC | 2013/2014 agriculture scholarships | $5,000 | |
| Oklahoma Arts Institute | ||||||||
| 111 NW 9th Street | Oklahoma City | OK | 73102 | None | PC | Support for Summer Arts Institute | $7,500 | |
| Oklahoma Blood Institute | ||||||||
| 1001 N Lincoln Boulevard | Oklahoma City | OK | 73104 | None | PC | Public umbilical cord bank | $15,000 | |
| Oklahoma City Museum of Art | ||||||||
| 415 Couch Dr | Oklahoma City | OK | 73102 | None | PC | Projection Perfection | $40,000 | |
| Oklahoma Council of Public Affairs Inc | ||||||||
| 1401 N Lincoln Blvd | Oklahoma City | OK | 73104 | None | PC | Operating support for Project Harvest Initiative | $40,000 | |
| Oklahoma School of Science and Mathematics Foundat | ||||||||
| 1141 North Lincoln Boulevard | Oklahoma City | OK | 731042847 | None | PC | Bridge Funding for salary supplements | $15,000 | |
| Oklahoma State University Foundation | ||||||||
| Post Office Box 1749 | Stillwater | OK | 740761749 | None | PC | Support for the Oklahoma Agricultural Leadership P | $20,000 | |
| Oklahoma State University Foundation | ||||||||
| Post Office Box 1749 | Stillwater | OK | 740761749 | None | PC | 2013/2014 agriculture scholarships | $10,000 | |
| Panhandle State Foundation | ||||||||
| Post Office Box 430 | Goodwell | OK | 73939 | None | PC | 2013/2014 agriculture scholarships | $8,000 | |
| Panhandle State Foundation | ||||||||
| Post Office Box 430 | Goodwell | OK | 73939 | None | PC | Laboratory equipment | $10,000 | |
| Philanthropy Roundtable | ||||||||
| 1730 M Street NW Suite 601 | Washington | DC | 20036 | None | PC | Annual operating support | $10,000 | |
| Reading Room Inc | ||||||||
| Post Office Box 1807 | Ardmore | OK | 73402 | None | PC | Reading therapists' salaries | $25,000 | |
| Regional Food Bank of Oklahoma Inc | ||||||||
| P O Box 270968 | Oklahoma City | OK | 731370968 | None | PC | Operating support | $25,000 | |
| Southeastern Legal Foundation Inc | ||||||||
| 2255 Sewell Mill Road Suite 320 | Marietta | GA | 30062 | None | PC | Operating support | $20,000 | |
| Southern Oklahoma Higher Education Foundation Inc | ||||||||
| 611 Veterans Blvd | Ardmore | OK | 73401 | None | PC | Capital Campaign | $150,000 | |
| Southern Oklahoma Technology Center | ||||||||
| 2610 Sam Noble Parkway | Ardmore | OK | 734012100 | None | PC | 2013/2014 scholarships | $4,600 | |
| Southwestern Diabetic Foundation Inc | ||||||||
| P O Box 918 101 S Culberson | Gainesville | TX | 76241 | None | PC | Camp Sweeney septic system repairs | $10,000 | |
| United Way of South Central Oklahoma Inc | ||||||||
| P O Box 323 | Ardmore | OK | 73402 | None | PC | Match for employees contribution 2014 | $30,418 | |
| Washington Legal Foundation | ||||||||
| 2009 Massachusetts Avenue NW | Washington | DC | 20036 | None | PC | Annual operating support | $5,000 | |
| Young Men's Christian Association of Ardmore | ||||||||
| 920 Fifteenth Avenue NW | Ardmore | OK | 73401 | None | PC | Annual operating support | $25,000 | |
| Amherst College | ||||||||
| PO Box 5000 | Amherst | MA | 01002 | None | PC | Parents' Fund | $300 | |
| Ardmore City Schools Enrichment Foundation | ||||||||
| PO Box 1709 | Ardmore | OK | 73402 | None | PC | General support | $500 | |
| Ardmore City Schools Enrichment Foundation | ||||||||
| PO Box 1709 | Ardmore | OK | 73402 | None | PC | General support Program | $400 | |
| Ardmore City Schools Enrichment Foundation | ||||||||
| PO Box 1709 | Ardmore | OK | 73402 | None | PC | Grants-to-Teachers program | $100 | |
| Ardmore City Schools Enrichment Foundation | ||||||||
| PO Box 1709 | Ardmore | OK | 73402 | None | PC | General support | $200 | |
| Ardmore City Schools | ||||||||
| PO Box 1709 | Ardmore | OK | 73402 | None | PC | Spirit of the Tigers | $100 | |
| Ardmore City Schools | ||||||||
| PO Box 1709 | Ardmore | OK | 73402 | None | PC | Ardmore Athletics - Football | $100 | |
| Ardmore City Schools | ||||||||
| PO Box 1709 | Ardmore | OK | 73402 | None | PC | Band Booster Club | $200 | |
| Avila University | ||||||||
| 11901 Wornall Road | Kansas City | MO | 64145 | None | PC | Scholarship Fund | $250 | |
| Baylor College of Medicine | ||||||||
| Development and Advancement | Houston | TX | 77030 | None | PC | Department of Neurology - Hutton Donation Teaching | $5,000 | One Baylor Plaza MS BCM160 |
| Bethlehem Lutheran School | ||||||||
| 2100 N Wadsworth Blvd | Lakewood | CO | 80214 | None | PC | Summer Theatre Camp tsunami relief efforts | $500 | |
| Bowdoin College | ||||||||
| Office of Development | Brunswick | ME | 04011 | None | PC | Geology Fund | $125 | 4100 College Station |
| California State University Bakersfield Foundatio | ||||||||
| 9001 Stockdale Hwy | Bakersfield | CA | 93311 | None | PC | Department of Geology Fieldcamp Scholarships for G | $5,000 | |
| Cameron University Foundation | ||||||||
| 2800 West Gore Blvd | Lawton | OK | 73505 | None | PC | Cameron University KCCU-FM Public Radio Program | $2,000 | |
| Coleman City Schools | ||||||||
| PO Box 188 | Coleman | OK | 73432 | None | PC | Academic Team and Elementary School | $1,500 | |
| Coleman City Schools | ||||||||
| PO Box 188 | Coleman | OK | 73432 | None | PC | Science Club conditioner for Camp Sweeney cafeteria | $100 | |
| The College of William and Mary | ||||||||
| Office of University Development | Williamsburg | VA | 23187 | None | PC | Geology Department | $200 | PO Box 1693 |
| Colorado School of Mines Foundation | ||||||||
| PO Box 4005 | Golden | CO | 80402 | None | PC | General support Competition | $100 | |
| Colorado School of Mines Foundation | ||||||||
| PO Box 4005 | Golden | CO | 80402 | None | PC | General support | $500 | |
| Colorado Seminary | ||||||||
| University Advancement | Denver | CO | 80291 | None | PC | Syl Houston Endowed Scholarship Fund | $100 | PO Box 910585 |
| Colorado Seminary | ||||||||
| University Advancement | Denver | CO | 80291 | None | PC | Von Stroh Endowed Scholarship Fund | $100 | PO Box 910585 |
| Colorado Seminary | ||||||||
| University Advancement | Denver | CO | 80291 | None | PC | Men's Hockey Fund | $200 | PO Box 910585 |
| Colorado Seminary | ||||||||
| University Advancement | Denver | CO | 80291 | None | PC | Men's Ski Team Fund | $50 | PO Box 910585 |
| Colorado Seminary | ||||||||
| University Advancement | Denver | CO | 80291 | None | PC | Women's Gymnastics Funds | $100 | PO Box 910585 |
| Colorado Seminary | ||||||||
| University Advancement | Denver | CO | 80291 | None | PC | Women's Ski Team Fund | $50 | PO Box 910585 |
| Colorado Seminary | ||||||||
| University Advancement | Denver | CO | 80291 | None | PC | Margery Reed Building Renovation Fund | $5,000 | PO Box 910585 |
| Colorado Seminary | ||||||||
| University Advancement | Denver | CO | 80291 | None | PC | Academic Commons Capital Campaign Fund | $4,400 | PO Box 910585 |
| Colorado State University Foundation | ||||||||
| 510 University Services Center | Ft Collins | CO | 805237115 | None | PC | Diana W. Anderson Scholarship Endowment | $10,000 | 601 South Howes Street 410 |
| Concordia Seminary | ||||||||
| 801 Seminary Place | St Louis | MO | 63105 | None | PC | St. Louis Unrestricted Fund | $1,000 | |
| Concordia Seminary | ||||||||
| 801 Seminary Place | St Louis | MO | 63105 | None | PC | Student Aid - Bridge Builders 3 Fund | $500 | |
| Concordia Theological Seminary | ||||||||
| 6600 North Clinton Street | Fort Wayne | IN | 46825 | None | PC | General support | $1,000 | |
| Creighton University | ||||||||
| Office of Development | Omaha | NE | 68103 | None | PC | School of Law | $5,000 | PO 30282 |
| Davidson College | ||||||||
| Box 7174 | Davidson | NC | 28035 | None | PC | Living Endowment - Unrestricted | $1,000 | |
| Denver Public Schools | ||||||||
| 3480 Syracuse Street | Denver | CO | 80238 | None | PC | McAuliffe International School - Reach for the Sta | $500 | |
| Dickson Foundation for Excellence in Education In | ||||||||
| PO Box 994 | Ardmore | OK | 73402 | None | PC | Academic programs at Dickson Schools | $120 | |
| Dickson Foundation for Excellence in Education In | ||||||||
| PO Box 994 | Ardmore | OK | 73401 | None | PC | General support | $200 | |
| Dickson Public Schools | ||||||||
| 4762 State Hwy 199 | Ardmore | OK | 73401 | None | PC | General support for Dickson Lower Elementary | $100 | |
| Douglas County School District | ||||||||
| 8898 S Maplewood Drive | Highlands Ranch | CO | 80126 | None | PC | General support - Sand Creek Elementary | $100 | |
| Duke University | ||||||||
| Alumni and Development Records | Durham | NC | 43015 | None | PC | Trinity College Annual Fund | $300 | Box 90581 |
| East Central University Foundation | ||||||||
| 1100 E 14th PMB Y-8 | Ada | OK | 74804 | None | PC | Multiple funds | $10,000 | |
| Eden Theological Seminary | ||||||||
| 475 East Lockwood Ave | St Louis | MO | 74820 | None | PC | General support | $250 | |
| Emory University | ||||||||
| Office of Gift Records | Atlanta | GA | 63119 | None | PC | Alzheimer Research - General Gift | $2,500 | 1762 Clifton Road NE Ste 1400 |
| Episcopal School of Dallas | ||||||||
| 4100 Merrell Road | Dallas | TX | 30322 | None | PC | Annual Fund | $250 | |
| Faith Christian School | ||||||||
| 730 E Worth Street | Grapevine | TX | 75229 | None | PC | Work-A-Thon | $1,000 | |
| The Fay School | ||||||||
| 105 N Post Oak Lane | Houston | TX | 76051 | None | PC | Annual Fund | $1,250 | |
| Fort Worth Country Day School | ||||||||
| 4200 Country Day Lane | Fort Worth | TX | 77024 | None | PC | Katherine Hooton Memorial Fund | $1,500 | |
| Good Shepherd Nativity Mission School Inc | ||||||||
| 353 Baronne Street | New Orleans | LA | 76109 | None | PC | General support | $7,000 | |
| Graceland University | ||||||||
| Development Office | Lamoni | IA | 70112 | None | PC | Alumni Scholarship Fund | $360 | 1 University Place |
| Graceland University | ||||||||
| Development Office | Lamoni | IA | 50140 | None | PC | Alumni Board Meeting Expenses | $629 | 1 University Place |
| Graceland University | ||||||||
| Development Office | Lamoni | IA | 50140 | None | PC | Women's Soccer Fund | $2,000 | 1 University Place |
| Graceland University | ||||||||
| Development Office | Lamoni | IA | 50140 | None | PC | Men's Volleyball | $1,000 | 1 University Place |
| Graceland University | ||||||||
| Development Office | Lamoni | IA | 50140 | None | PC | general support | $500 | 1 University Place |
| Graceland University | ||||||||
| Development Office | Lamoni | IA | 50140 | None | PC | Ag Business - High Tunnel Hoop House | $3,000 | 1 University Place |
| Green Mountain High School Foundation | ||||||||
| 13175 Green Mountain Drive | Lakewood | CO | 50140 | None | PC | General support | $500 | |
| Hillsdale College | ||||||||
| PO Box 96607 | Washington | CO | 80228 | None | PC | Annual support | $100 | |
| Houston Independent School District | ||||||||
| 1401 W 43rd Street | Houston | TN | 381121690 | None | PC | General support for Oak Forest Elementary | $4,000 | Houston TX 77018 |
| Humboldt State University | ||||||||
| Office of University Advancement | Arcata | TX | 77018 | None | PC | Greg Jennings Memorial Botany Scholarship | $500 | 1 Harpst Street |
| Indiana University Foundation | ||||||||
| Showalter House | Bloomington | CA | 95521 | None | PC | Class of '82 Anniversary Scholarship | $250 | PO Box 500 |
| Iowa State University Foundation | ||||||||
| PO Box 2230 | Ames | IN | 47402 | None | PC | Department of Geological and Atmospheric Sciences | $300 | |
| The John Cooper School | ||||||||
| 1 Cooper Drive | The Woodlands | IA | 50010 | None | PC | Act II Capital Campaign | $3,000 | |
| The John Cooper School | ||||||||
| 1 Cooper Drive | The Woodlands | TX | 77381 | None | PC | Annual Fund | $1,250 | |
| Kanakuk Institute | ||||||||
| 1353 Lakeshore Drive | Branson | TX | 77381 | None | PC | General support | $2,300 | |
| Kansas University Endowment Association | ||||||||
| PO Box 928 | Lawrence | MO | 65616 | None | PC | Earth, Energy, and Environment Center Board Goal | $3,000 | |
| Kansas University Endowment Association | ||||||||
| PO Box 928 | Lawrence | KS | 66044 | None | PC | Kansas Honors Program Alumni Assocation | $50 | |
| Lafayette College | ||||||||
| 201 Van Wickle Hall | Easton | KS | 66044 | None | PC | Department of Geological Sciences | $1,000 | |
| Louisiana State University Foundation | ||||||||
| 3838 West Lakeshore Drive | Baton Rouge | PA | 18042 | None | PC | ECE Capstone Design Support Fund | $1,500 | |
| Louisiana State University Foundation | ||||||||
| 3838 West Lakeshore Drive | Baton Rouge | LA | 70808 | None | PC | ECE Power Program Support Fund | $1,500 | |
| Louisiana Tech University Foundation Inc | ||||||||
| PO Box 3183 | Ruston | LA | 70808 | None | PC | Dr. Alice Hunt Scholarship Fund | $1,000 | |
| McPherson College | ||||||||
| 1600 E Euclid | McPherson | LA | 71272 | None | PC | General support | $2,500 | PO Box 1402 |
| Mid-America Christian University | ||||||||
| 3500 SW 119th Street | Oklahoma City | KS | 67460 | None | PC | Charlie Brown Memorial Fund | $500 | |
| Montana Tech Foundation | ||||||||
| 1300 W Park Street | Butte | OK | 73170 | None | PC | Digger Turf Program | $1,000 | |
| Mountain Phoenix Community School | ||||||||
| 4725 Miller Street | Wheat Ridge | MT | 59701 | None | PC | General support | $350 | |
| Oak Hall | ||||||||
| 2815 Mt Washington Road | Ardmore | CO | 80033 | None | PC | General support | $600 | |
| Oak Hall | ||||||||
| 2815 Mount Washington Road | Ardmore | OK | 73401 | None | PC | General support | $1,330 | |
| Oak Hall | ||||||||
| 2815 Mt Washington Road | Ardmore | OK | 73401 | None | PC | Midnight Masquerade Dinner, Dance, & Auction | $100 | |
| Ohio State University Foundation | ||||||||
| 1480 West Lane Avenue | Columbus | OK | 73401 | None | PC | OSU Fund for the College of Engineering | $350 | |
| Ohio State University Foundation | ||||||||
| 1480 West Lane Avenue | Columbus | OH | 43221 | None | PC | OSU Fund for the Greatest Priority | $500 | |
| Ohio Wesleyan University | ||||||||
| Mowry Alumni Center | Delaware | OH | 43221 | None | PC | Ohio Wesleyan Fund | $1,000 | 61 S Sandusky Street |
| Oklahoma Baptist University | ||||||||
| OBU Box 61275 | Shawnee | OH | 43015 | None | PC | Vision for a New Century Campaign | $2,000 | 500 W University |
| Oklahoma Baptist University | ||||||||
| OBU Box 61275 | Shawnee | OK | 74804 | None | PC | General operations | $1,000 | 500 W University |
| Oklahoma Christian Schools Inc | ||||||||
| PO Box 509 | Edmond | OK | 77840 | None | PC | Scholarship Fund | $1,300 | |
| Oklahoma Educational Television Authority Foundati | ||||||||
| PO Box 14190 | Oklahoma City | OK | 73083 | None | PC | General support | $271 | |
| Oklahoma School of Science and Mathematics Foundat | ||||||||
| 1141 North Lincoln Boulevard | Oklahoma City | OK | 73113 | None | PC | Class of 2008 Faculty Award | $100 | |
| Oklahoma State University Foundation | ||||||||
| PO Box 1749 | Stillwater | OK | 73104 | None | PC | Dean's Excellence Fund in Agriculture | $200 | |
| Oklahoma State University Foundation | ||||||||
| PO Box 1749 | Stillwater | OK | 74076 | None | PC | Football program | $3,112 | |
| Oklahoma State University Foundation | ||||||||
| PO Box 1749 | Stillwater | OK | 74076 | None | PC | C.E. Mason Memorial Aggie-X Scholarship | $750 | |
| Oklahoma State University Foundation | ||||||||
| PO Box 1749 | Stillwater | OK | 74076 | None | PC | Varsity Athletics Fund | $1,003 | |
| Oregon State University Foundation | ||||||||
| 850 SW 35th Street | Corvallis | OK | 74076 | None | PC | Dean's Fund for Excellence and Innovation in the C | $700 | |
| Oregon State University Foundation | ||||||||
| 850 SW 35th Street | Corvallis | OR | 97333 | None | PC | Dean's Fund for Excellence in Agricultural Science | $700 | |
| Our Lady of Loreto | ||||||||
| 18000 E Arapahoe Road | Foxfield | OR | 97333 | None | PC | Fulfilling Hope Initiative for K-8th Grade School | $8,123 | |
| Pennsylvania State University | ||||||||
| Office of University Development | University Park | CO | 80016 | None | PC | David & Kathleen Stover Trustee Scholarship/EMS | $10,000 | One Old Main |
| Plainview Public Schools | ||||||||
| 1140 South Plainview Road | Ardmore | PA | 16802 | None | PC | Plainview High School Band | $700 | |
| Purdue Foundation Inc | ||||||||
| Dick and Sandy Dauch Alumni Center | West Lafayette | OK | 73401 | None | SO I | School of Chemical Engineering | $5,000 | 403 W Wood Street |
| Purdue Foundation Inc | ||||||||
| Dick and Sandy Dauch Alumni Center | West Lafayette | IN | 47907 | None | SO I | College of Science | $500 | 403 W Wood Street |
| Purdue Foundation Inc | ||||||||
| Dick and Sandy Dauch Alumni Center | West Lafayette | IN | 47907 | None | SO I | Department of Earth, Atmospheric, and Planetary Sc | $1,000 | 403 W Wood Street |
| Purdue Foundation Inc | ||||||||
| Dick and Sandy Dauch Alumni Center | West Lafayette | IN | 47907 | None | SO I | EAS - Departmental Vehicle Fund Resources | $1,000 | 403 W Wood Street |
| Regis Jesuit High School | ||||||||
| 6400 S Lewiston Way | Aurora | IN | 47907 | None | PC | PACE Campaign Managers and Rural Appraisers Scholarship | $1,877 | |
| Rockhurst University | ||||||||
| 1100 Rockhurst Road | Kansas City | CO | 80016 | None | PC | Rockhurst Fund | $250 | |
| Rocky Mountain Academy of Evergreen | ||||||||
| 2959 Royale Elk Way | Evergreen | MO | 64110 | None | SO I | General support | $2,000 | |
| Sam Houston State University | ||||||||
| PO Box 2537 | Huntsville | CO | 80439 | None | PC | Randy G. Wallace Business Plan Competition and Sch | $2,500 | |
| Southeastern Foundation | ||||||||
| 1405 N 4th Ave | Durant | TX | 77341 | None | PC | Clifford Stevens Memorial Scholarship | $200 | PMB 4187 |
| Southern Methodist University | ||||||||
| PO Box 750333 | Dallas | OK | 74701 | None | PC | Ed Noble Endowed MBA Scholarship in the Cox School | $5,000 | |
| Southern Methodist University | ||||||||
| Gift Administration | Dallas | TX | 75275 | None | PC | George W. Bush Presidential Center's Women's Initi | $20,000 | PO Box 750402 |
| Southern Methodist University | ||||||||
| Gift Administration | Dallas | TX | 75275 | None | PC | BBA Business Scholars Program | $5,000 | PO Box 750402 |
| Southwestern University | ||||||||
| PO Box 770 | Georgetown | TX | 75275 | None | PC | Science Center | $200 | |
| St Anthony Catholic School | ||||||||
| 326 South 3rd Street | Sterling | TX | 78627 | None | PC | St. Anthony School Campaign | $10,000 | |
| St Catherine's Montessori School | ||||||||
| 9821 Timberside Drive | Houston | CO | 80751 | None | PC | Annual Fund | $1,500 | |
| St Catherine's Montessori School | ||||||||
| 9821 Timberside Drive | Houston | TX | 77025 | None | PC | Orchard Pathways Project | $100 | |
| St Cecilia Catholic School | ||||||||
| 11740 Joan of Arc Drive | Houston | TX | 77025 | None | PC | General support | $500 | 11740 Joan of Arc Drive |
| St John's Northwestern Military Academy | ||||||||
| 1101 Genesee Street | Delafield | TX | 77024 | None | PC | Excalibur Fundraiser | $500 | |
| St Thomas High School | ||||||||
| 4500 Memorial Drive | Houston | WI | 53018 | None | PC | Annual Fund | $10,000 | |
| Stephen F Austin State University | ||||||||
| PO Box 6092 SFA Station | Nacodoches | TX | 77007 | None | PC | Thurman and Hazel Crawford Scholarship | $10,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 75963 | None | PC | Douglas Von Gonten Endowed Scholarship Fund | $1,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | Libby and Terry R. Gerhart '84 Scholarship | $6,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | Stephen A. Holditch '69 Department Head Chair in P | $4,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | Mary Anne and J.W. Kornegay Scholarship Business | $10,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | Class of '76 Texas Aggie Petroleum Engineers Schol | $4,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | H. Phil Hobson, DVM Endowed Scholarship | $1,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | Department of Geology | $1,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | JoAnn Ledlow Hobson Opportunity Award Scholarship | $4,000 | |
| Texas A&M Foundation | ||||||||
| 401 George Bush Drive | College Station | TX | 77840 | None | PC | Academic Support Fund | $1,500 | |
| Texas Lutheran University | ||||||||
| 1000 West Court Street | Seguin | TX | 77840 | None | PC | Texas Lutheran Fund | $1,000 | |
| Texas Tech University System | ||||||||
| Institutional Advancement | Lubbock | TX | 78155 | None | PC | Texas Tech University General Scholarship | $1,000 | PO Box 41081 |
| Thomas Aquinas College | ||||||||
| 10000 Ojai Road | Santa Paula | TX | 79409 | None | PC | Financial Aid | $1,000 | |
| University of Colorado Foundation | ||||||||
| 4740 Walnut Street | Boulder | CA | 93060 | None | PC | Student Athlete Excellence Fund | $600 | |
| University of Delaware | ||||||||
| Office of University Development | Newark | CO | 80301 | None | PC | Thompson Field Experience Endowment | $1,000 | 83 East Main Street 3rd Floor |
| University of Georgia Foundation | ||||||||
| Milledge Centre Suite 100 | Athens | DE | 19716 | None | PC | H. Roger Boerma Academic Support Fund | $250 | 394 South Milledge Ave |
| University of Houston | ||||||||
| 221 E Cullen Bldg | Houston | GA | 30602 | None | PC | Fund for UH (general support) | $1,000 | |
| University of Houston | ||||||||
| PO Box 867 | Houston | TX | 77204 | None | PC | Dr. John C. Butler Presidential Endowed Scholarshi | $250 | |
| University of Houston | ||||||||
| 4343 Elgin Street | Houston | TX | 77001 | None | PC | Houston PBS | $252 | |
| University of Houston | ||||||||
| 4343 Elgin Street Fl 3 | Houston | TX | 77204 | None | PC | KUHA Houston Public Radio | $100 | |
| University of Illinois Foundation | ||||||||
| Harker Hall | Urbana | TX | 77204 | None | PC | Department of Crop Sciences Unrestricted Fund | $400 | 1305 W Green Street |
| University of Illinois Foundation | ||||||||
| Harker Hall | Urbana | IL | 61801 | None | PC | LAS Annual Development Fund - Plant Biology Scholarship Fund | $400 | 1305 W Green Street |
| University of Illinois Foundation | ||||||||
| Harker Hall | Urbana | IL | 61801 | None | PC | College of Liberal Arts and Sciences Annual Fund | $50 | 1305 W Green Street |
| University of Illinois Foundation | ||||||||
| Harker Hall | Urbana | IL | 61801 | None | PC | College of Agricultural, Consumer and Environmenta | $50 | 1305 W Green Street |
| University of Kentucky | ||||||||
| Office of Development | Lexington | IL | 61801 | None | PC | Geology Department | $500 | 100 Sturgill Development Bldg |
| University of Minnesota Foundation | ||||||||
| McNamara Alumni Center | Minneapolis | KY | 40506 | None | PC | UMM James Van Alstine Geology and Environmental Sc | $3,500 | 200 Oak Street SW Ste 500 |
| University of Nebraska Kearney | ||||||||
| Founders Hall | Kearney | MN | 55455 | None | PC | College of Fine Arts and Humanities Fund Scholarship | $5,000 | 905 West 25th Street |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | NE | 68849 | None | PC | College of Law Centennial Scholarship | $1,000 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Alumni Reunion Sooner Heritage Scholarship | $500 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Associates of the University of Oklahoma | $7,500 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | OU Club of Army ROTC | $250 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Sooner Club | $4,640 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Stephenson Oklahoma Cancer Center - Greatest Needs | $100 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Oklahoma Museum of Natural History - Friends of th | $100 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | OU Pride | $25 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | University Development | $50 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Botany and Microbiology Centennial Legacy | $75 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | Library Science Fund in the Library and Informatio | $100 | |
| University of Oklahoma Foundation Inc | ||||||||
| 100 Timberdell Road | Norman | OK | 73019 | None | PC | William D. Roe Scholarship Fund | $100 | |
| University of Rochester | ||||||||
| Alumni and Advancement Center | Rochester | OK | 73019 | None | PC | Asish R. Basu Fund in Earth and Environmental Scie | $2,500 | Suite 100 300 East River Road |
| University of Texas at Arlington | ||||||||
| Office of Development | Arlington | NY | 14627 | None | PC | College of Science Excellence Fund | $500 | PO Box 19198 |
| University of Texas at Arlington | ||||||||
| Office of Development | Arlington | TX | 76019 | None | PC | College of Engineering Dean's Excellence Fund Mathematics-Geosciences Equipment & Field Trip Fund | $250 | PO Box 19198 |
| University of Texas at Austin | ||||||||
| Development Office | Austin | TX | 76019 | None | PC | Center for Students in Recovery Championship Progr Scholarship in Geosciences | $1,500 | PO Box 7458 |
| University of Texas at Austin | ||||||||
| Development Office | Austin | TX | 78713 | None | PC | Jackson School of Geosciences Memorial Scholarship | $500 | PO Box 7458 |
| University of Texas at Austin | ||||||||
| Development Office | Austin | TX | 78713 | None | PC | Jackson School of Geosciences Annual Giving Progra Technology Support | $600 | PO Box 7458 |
| University of Texas at Austin | ||||||||
| Development Office | Austin | TX | 78713 | None | PC | Division of Recreational Sports | $225 | PO Box 7458 |
| University of Texas at Dallas | ||||||||
| Office of Development And Alumni Re | Richardson | TX | 78713 | None | PC | General support Environmental Sciences Fund | $5,000 | 800 West Campbell Road AD13 |
| University of the South | ||||||||
| Office of Univeristy Advancement | Sewanee | TX | 75080 | None | PC | Women's Golf | $500 | 735 University Avenue |
| University of Tulsa | ||||||||
| Office of Institutional Advancement | Tulsa | TN | 37383 | None | PC | TU Annual Fund - College of Engineering | $1,500 | 800 S Tucker Drive |
| University of Tulsa | ||||||||
| Office of Institutional Advancement | Tulsa | OK | 74104 | None | PC | School of Nursing Dr. W. C. MacQuown, Jr. | $75 | 800 S Tucker Drive |
| University of Tulsa | ||||||||
| Office of Institutional Advancement | Tulsa | OK | 74104 | None | PC | McDougall School of Petroleum Engineering Sciences Scholarship Fund | $75 | 800 S Tucker Drive |
| University of Utah | ||||||||
| Development Office | Salt Lake City | OK | 74104 | None | PC | College of Engineering Development Fund | $300 | 540 Arapeen Drive Suite 250 |
| University of Wyoming Foundation Inc | ||||||||
| 1200 East Ivinson Ave | Laramie | UT | 841081238 | None | PC | Geology and Geophysics Department Endowment | $1,700 | |
| Vernon Regional Junior College Foundation Inc | ||||||||
| 4400 College Drive | Vernon | WY | 82070 | None | PC | Joyce and A.Q. Johnson Scholarship Fund | $1,000 | |
| Victory Life Academy Inc | ||||||||
| PO Box 427 | Durant | TX | 76384 | None | PC | Eagle Legacy Classic Fundraiser | $6,200 | |
| Washington University | ||||||||
| Campus Box 1192 | St Louis | OK | 74702 | None | PC | Department of Biology in Arts & Sciences | $900 | One Brookings Drive |
| Washington University | ||||||||
| Campus Box 1192 | St Louis | MO | 63130 | None | PC | Program in Physical Therapy | $450 | One Brookings Drive |
| Washington University | ||||||||
| Campus Box 1192 | St Louis | MO | 63130 | None | PC | Stephen Rose Scholarship in Physical Therapy in th Cancer Center | $450 | One Brookings Drive |
| Wesley Academy of First United Methodist Church | ||||||||
| 10570 Wespark Drive | Houston | MO | 63130 | None | PC | Annual Fund | $3,500 | |
| Western State Colorado University | ||||||||
| PO Box 1264 | Gunnison | TX | 77042 | None | PC | PLRM General Operating Fund | $100 | |
| Westminster Schools Inc | ||||||||
| 1424 W Paces Ferry Road NW | Atlanta | CO | 81230 | None | PC | Capital campaign | $2,500 | |
| William March Rice University | ||||||||
| Development Office | Houston | GA | 30327 | None | PC | Rice General Fund | $450 | PO Box 1892 |
| William March Rice University | ||||||||
| Development Office | Houston | TX | 77251 | None | PC | Jones School of Business | $150 | PO Box 1892 |
| Acosta-Torres Elis | ||||||||
| PO Box 2180 | Ardmore | TX | 77251 | None | Noble Educational Fund | $5,000 | ||
| Adams Ethan Cooper | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Anderson Kelly | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Banning Alexis A | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Bernero Laura | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Blount Stetson D | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Breckenridge Holly N | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Brown Danica L | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Chen Junjun | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Clampitt Kathryn E | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Coffey Richard S | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Daniel Kaelyn C | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Deacon Hanna K | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Donica Madison | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Donica Savannah M | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Dunn Ali N | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Estevez Adriana C | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Grant Raven-Deneice | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Guice Shawn M | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Holmes Eliot | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Huhman Ashley B | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Hunter Kale J | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Khurana Christiaan | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Kornegay Matthew P | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Le Tran Nam | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Ledlow Carolyn | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Lei Ziying | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Mackey Aubrey K | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Martin Jayci L | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Maxwell Charles J | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| McCrite Rianna | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| McDonald Jeffrey D | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| McFarling Lee | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| McSweeney Patrick R | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Nazarian Niloufar | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Needham Kathleen L | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Nelson Laura K | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Pettingill Nicole | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Pierce Jordan M | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Pigott Melissa | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Rogers Andrew J | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Rogers Matthew B | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Rueter Thomas D | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Stalder Carly A | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Stolfa Kevin M | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Udvardi Mayrah W | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Wen Yixuan | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Wilkins Daylon N | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Wolf Jennifer J | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Yoshiyasu Yuki | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Zhou Zhonghui | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $5,000 | ||
| Zimmerman Joseph P | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 | ||
| Allmon Lori D | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $5,625 | ||
| Brame Megan M | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 | ||
| Burns Briar A | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $3,750 | ||
| Butler Barrett | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 | ||
| Chapman Luke S | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 | ||
| Christian Allison B | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 | ||
| Cleary Seth | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $5,000 | ||
| Coffey Aaron | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $3,125 | ||
| Coffey Sarah | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $5,000 | ||
| Coffey Richard S | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $5,000 | ||
| Crabtree Elizabeth C | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $5,000 | ||
| Craige Charles C | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 | ||
| Donaho Kylee C | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 | ||
| Donica Madison | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 | ||
| Hays Jessica K | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $5,000 | ||
| Lee Mary T | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $5,000 | ||
| Lollis Jeri D | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 | ||
| Lowe Jinna M | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 | ||
| Neal Jessica N | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $5,000 | ||
| Rogers Matthew B | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $5,000 | ||
| Spampinato Mark | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 | ||
| Sparks John D | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $3,125 | ||
| Stevens Hannah | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $5,000 | ||
| Vekony Steven H | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 | ||
| Whitaker Andrew H | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $3,125 | ||
| Zachary Dakota K | ||||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,989,149 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Acosta-Torres Elis | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $7,500 |
| Adams Ethan Cooper | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 |
| Banning Alexis A | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $12,500 |
| Blount Stetson D | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $12,500 |
| Breckenridge Holly N | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 |
| Chen Junjun | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $7,500 |
| Coffey Richard S | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 |
| Daniel Kaelyn C | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $17,500 |
| Deacon Hanna K | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $12,500 |
| Donica Savannah M | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $17,500 |
| Dunn Ali N | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $17,500 |
| Estevez Adriana C | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $12,500 |
| Grant Raven-Deneice | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $7,500 |
| Guice Shawn M | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $12,500 |
| Huhman Ashley B | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $12,500 |
| Hunter Kale J | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 |
| Khurana Christiaan | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $17,500 |
| Kornegay Matthew P | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $10,000 |
| Le Tran Nam | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 |
| Lei Ziying | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $12,500 |
| Mackey Aubrey K | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $12,500 |
| Martin Jayci L | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $17,500 |
| McCrite Rianna | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $17,500 |
| McDonald Jeffrey D | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $17,500 |
| McFarling Lee | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $7,500 |
| McSweeney Patrick R | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 |
| Nazarian Niloufar | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 |
| Nelson Laura K | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $7,500 |
| Pettingill Nicole | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 |
| Pierce Jordan M | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $7,500 |
| Rogers Andrew J | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $12,500 |
| Rogers Matthew B | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $7,500 |
| Rueter Thomas D | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 |
| Stalder Carly A | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $17,500 |
| Stolfa Kevin M | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $17,500 |
| Wen Yixuan | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $7,500 |
| Wilkins Daylon N | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $12,500 |
| Wolf Jennifer J | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $2,500 |
| Yoshiyasu Yuki | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $17,500 |
| Zhou Zhonghui | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Noble Educational Fund | $7,500 |
| Allmon Lori D | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $9,375 |
| Brame Megan M | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $17,500 |
| Burns Briar A | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 |
| Chapman Luke S | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $17,500 |
| Christian Allison B | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $17,500 |
| Cleary Seth | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $12,500 |
| Coffey Sarah | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $7,500 |
| Coffey Richard S | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 |
| Crabtree Elizabeth C | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $7,500 |
| Donaho Kylee C | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $12,500 |
| Hays Jessica K | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $2,500 |
| Lee Mary T | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $12,500 |
| Neal Jessica N | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $7,500 |
| Rogers Matthew B | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $7,500 |
| Spampinato Mark | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $17,500 |
| Stevens Hannah | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $12,500 |
| Vekony Steven H | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $12,500 |
| Whitaker Andrew H | ||||||
| PO Box 2180 | Ardmore | OK | 73401 | None | Sam Noble Scholarship | $3,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $585,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (4 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| CATTLE, PECAN AND OTHER FARM SALES | $442,794 |
| EDUCATIONAL SEMINARS | $21,097 |
| OTHER PROGRAM REVENUE | $5,524,659 |
| EXTERNAL CORE SERVICES | $90,162 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,053,218 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,479,075 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,493,968 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROYALTY INCOME | 15 | $500,272 |
| CLASS ACTION SETTLEMENTS | 01 | $235,950 |
| LOSS ON SALE OF EXEMPT ASSETS | 01 | -$31,779 |
| RECOVERED QUALIFYING DISTRIBUTIONS | 01 | $3,500 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,734,204 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,078,712 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,812,916 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1A | THE NOBLE FOUNDATION OPERATES SEVEN FARMS ON WHICH IT CARRIES OUT PROGRAMS OF AGRICULTURAL RESEARCH AND DEMONSTRATION. WITH REGARD TO SUCH DEMONSTRATIONS, THE FARMS ARE USED TO VALIDATE FULL SCALE TRIALS AND EVALUATIONS OF SMALL-SCALE FOUNDATION RESEARCH FINDINGS AS WELL AS THE SMALL-SCALE RESEARCH FINDINGS OF OTHER ORGANIZATIONS. DEMONSTRATION OUTCOMES ARE AVAILABLE TO THE GENERAL PUBLIC AT NO COST THROUGH TOURS, EDUCATIONAL EVENTS AND PUBLICATIONS. THESE PROGRAMS, IN PART, FULFILL THE FOUNDATION'S CHARITABLE PURPOSE AND SERVE AS ONE BASIS FOR THE ORGANIZATION'S TAX EXEMPT STATUS. AS AN OUTCOME OF ITS RESEARCH AND DEMONSTRATION PROGRAMS, CERTAIN MARKETABLE AGRICULTURAL BY-PRODUCTS, SUCH AS LIVESTOCK, PECANS, AND OTHER FARM PRODUCTS, ARE PRODUCED. WHILE SOME BY-PRODUCTS ARE CONSUMED OR DESTROYED IN NORMAL OPERATIONS, IN SOME INSTANCES, THE FOUNDATION SELLS SUCH BY-PRODUCTS THROUGH COMMON AGRICULTURAL MARKET OUTLETS. THE FIRST HAND KNOWLEDGE ACQUIRED BY CONDUCTING FIELD-BASED OPERATIONS |
| 1B | EDUCATIONAL EVENTS AND SEMINARS PROVIDE FARMERS AND RANCHERS TRAINING IN AGRICULTURAL OPERATIONS AND BEST AGRICULTURAL MANAGEMENT PRACTICES. |
| 1C | VARIOUS AWARDS AND SUBAWARDS ARE RECEIVED IN CONJUNCTION WITH PLANT SCIENCE AND AGRICULTURAL RESEARCH CONDUCTED IN THE FOUNDATION'S AGRICULTURAL, PLANT BIOLOGY AND FORAGE IMPROVEMENT DIVISIONS. WHILE THE MAJORITY OF THE AWARDS/SUBAWARDS ARE PUBLIC RESEARCH FUNDS SUBJECT TO AUDIT UNDER OMB CIRCULAR A-133, THESE AWARDS/SUBAWARDS FURTHER INCLUDE PUBLIC RESEARCH FUNDS, PROVIDED THROUGH VARIOUS STATE OF OKLAHOMA PROGRAMS, AS WELL AS PRIVATE RESEARCH FUNDS PROVIDED THROUGH NON-PUBLIC ORGANIZATIONS AND INDUSTRY. |
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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| AUDIT AND TAX SERVICES | $113,732 | $113,732 | |
| NET INVESTMENT INCOME ADJ | -$17,060 | $17,060 | |
| ACCRUAL TO CASH ADJ | $2,350 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL NOBLE | PersonNm |
| Short Explanation | ADDITIONAL COMPENSATION OF $11,520 FOR SERVICES RENDERED IN ADDITION TO BOARD OF TRUSTEE SERVICES NOT INCLUDED. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (21 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| AIRCRAFT | 2005-07-07 | $10,681,565 | $8,011,175 | SL | 10 | $1,068,156 |
| FENCE | 2007-12-31 | $73,217 | $18,304 | SL | 20 | $3,661 |
| ROADS | 2005-12-31 | $191,942 | $67,180 | SL | 20 | $9,597 |
| CAPITALIZED INT | 2002-12-31 | $8,901,329 | $1,668,935 | SL | 35 | $233,277 |
| USC EQUIPMENT | 2004-12-31 | $61,902 | $11,882 | SL | 15 | $4,015 |
| BUILDINGS | 1990-01-01 | $143,631,077 | $43,704,053 | SL | 35 | $4,096,182 |
| LAND | 1990-01-01 | $9,441,103 | $0 | L | ||
| FURNITURE | 2008-01-01 | $195,183 | $46,191 | SL | 10 | $22,368 |
| COMPUTERS | 2008-12-31 | $2,510,107 | $1,187,222 | SL | 5 | $380,119 |
| O&G ROYALTY | 2001-05-01 | $54,160 | $44,936 | |||
| FINE ARTS | 1990-01-01 | $1,491,683 | $967,398 | SL | 10 | $54,315 |
| AUTOMOBILES | 2002-01-01 | $2,804,847 | $2,328,152 | SL | 5 | $178,583 |
| BUILDINGS 13 | 2013-12-31 | $755,413 | SL | 35 | ||
| COMPUTERS 13 | 2013-12-31 | $524,228 | SL | 5 | $28,912 | |
| USC EQUIPMENT 13 | 2013-12-31 | $17,481 | SL | 10 | $1,602 | |
| EQUIPMENT 13 | 2013-12-31 | $1,723,128 | SL | 10 | $84,067 | |
| LAND 13 | 2013-12-31 | $24,279 | L | |||
| CONST IN PROGRESS | 2009-12-31 | $1,054,143 | $0 | |||
| CONST IN PROGRESS | 2009-12-31 | $1,411,948 | $0 | |||
| EQUIPMENT | 2002-01-01 | $97,475 | $65,563 | SL | 10 | |
| EQUIPMENT | 2002-01-01 | $22,782,470 | $15,168,416 | SL | 10 | $1,464,150 |
Employee Compensation Expln EmployeeCompensationExpln
Employee Comp Explanation EmployeeCompExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Employee | RICHARD A DIXON | EmployeeNm |
| Explanation | PRESENT VALUE OF FUTURE RETIREMENT PAYMENTS TAXABLE AT TERMINATION OF $545,460.51 NOT INCLUDED. | ExplanationTxt |
Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medium Explanation | THE FOUNDATION SEEKS TO AMEND THE U.S. TAX CODE TO CREATE A NEW TAX-EXEMPT ORGANIZATION FOR THE ACTIVE CONDUCT OF AGRICULTURAL RESEARCH. IT IS EXPECTED THAT THE FOUNDATION WILL BE ABLE TO SATISFY THE REQUIREMENTS FOR SUCH AN ORGANIZATION AND THEREBY QUALIFY AS A PUBLIC CHARITY RATHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A).THE PROPOSED CHARITABLE ORGANIZATION WOULD FACILITATE THE MOVEMENT OF PRIVATE WEALTH INTO THE CHARITABLE (AGRICULTURE) RESEARCH SECTOR; CREATE NEW DOMESTIC RESEARCH CAPACITY; COMPLEMENT PUBLIC AGRICULTURAL FUNDING AND RESEARCH; AND CREATE NEW DEVELOPMENT AND COLLABORATION OPPORTUNITIES WITH AFFILIATED PUBLIC LAND-GRANT COLLEGES AND UNIVERSITIES AND/OR NON-LAND GRANT UNIVERSITIES OF AGRICULTURE. TO ACHIEVE THIS GOAL, THE FOUNDATION HAS AND CONTINUES TO LOBBY THE U.S. CONGRESS FOR THE NARROW PURPOSE OF ENACTING THIS LEGISLATION. PURSUANT TO THE WELL-RECOGNIZED SELF-DEFENSE EXCEPTION OF IRC 4945(E), THE PROPOSED LEGISLATION, IF ENACTED, WOULD IMPACT BOTH THE POWERS AND DUTIES OF THE FOUNDATION AND THE DEDUCTIBILITY OF CONTRIBUTIONS TO THE FOUNDATION, THUS QUALIFYING THE FOUNDATION FOR THIS EXCEPTION. THE FOUNDATION'S LOBBYING EFFORTS HAVE NOT AND WILL NOT CONSTITUTE A SUBSTANTIAL ACTIVITY COMPARED TO ITS OVERALL ACTIVITIES IN ANY YEAR. BEFORE ENGAGING IN THESE ACTIVITIES, THE FOUNDATION CONSULTED WITH AND OBTAINED AN OPINION FROM OUTSIDE COUNSEL REGARDING THE PROPOSED ACTIVITIES, INCLUDING THE PROPOSED LEGISLATION, AND IRC 4945. THE LEGAL OPINION CONCLUDED THAT THE COSTS INCURRED BY THE FOUNDATION TO LOBBY FOR THE ENACTMENT OF THIS SPECIFIC LEGISLATION SHOULD NOT BE CONSIDERED TAXABLE EXPENDITURES PURSUANT TO THE SELF-DEFENSE EXCEPTION. IN 2012, THE FOUNDATION COMPLETED AN IRS EXAMINATION OF THE ORGANIZATION, AND THE IRS SPECIFCALLY REVIEWED THE FOUNDATION'S ACTIVITIES AS DESCRIBED IN THIS SECTION. THE IRS AFFIRMED THAT SUCH ACTIVITY WAS NOT CONSIDERED A TAXABLE EXPENDITURE. | MediumExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| Overview of Direct Charitable Activities | Part IX-A | The Samuel Roberts Noble Foundation, headquartered in Ardmore, Okla., is an independent, nonprofit institute conducting plant science research and agricultural programs to enhance agricultural productivity, which positively impacts agriculture regionally, nationally and internationally. Founded in 1945, the Noble Foundation continues the vision of its founder, Lloyd Noble, to influence agriculture by exploring and improving production agriculture techniques and advancing plant science through research and discovery. The Noble Foundation has become a leading plant and agricultural research institute that: (a) conducts fundamental research for plant gene/trait discovery; (b) conducts fundamental research to produce critical, publicly available genomic/genetic resources for researchers worldwide; (c) performs translational and developmental research to incorporate innovations and discoveries into plants; (d) performs plant breeding and development; and (e)evalutes and assesses crops and technology in a production agricultural environment for performance and value assessment. These research operations complement the Noble Foundation's agricultural programs, which involve long-term, professional relationships with regional agricultural producers to assist them in achieving their individual production, financial and quality-of-life goals. The Noble Foundation's operations are conducted through three operating divisions: Agricultural, Plant Biology and Forage Improvement. The Noble Foundation employs about 325 staff members in these operating divisions and their supporting groups, representing 25 or more countries. Among these employees, more than 118 hold doctorate level degrees. These operations are based on an 800 acre campus which includes more than 500,000 square feet of research and administration space and a complementary 13,000 acres of farms offering different operating characteristics in southern Oklahoma. In 2013, Noble Foundation agricultural consultants and scientists published more than 93 peer-reviewed articles in scientifically respected journals and, received four (4) issued U.S. patents. In furtherance of its charitable mission and its commitment to advance the fields of plant science and production agriculture, Noble Foundation agricultural consultants and scientists formally collaborate with a broad base of academic and government institutions,participating as a collaborating institution in the U.S. Department of Energy's BioEnergy Science Center at the Oak Ridge National Laboratory, and collaborating with institutions such as Oklahoma State University, Oklahoma Cooperative Extension, University of North Texas, Texas Agrilife Research, Texas AgriLife Extension Service, University of Georgia-Athens, Iowa State University, Cornell University, University of Kentucky, University of California-Los Angeles, University of Minnesota-Twin Cities, University of Delaware, West Virginia University, University of Missouri-Columbia, University of Wisconsin, University of Tennessee, LSU Agricultural Center, Oklahoma Department of Agriculture, Food, and Forestry, Boyce Thompson Institute for Plant Research, The Donald Danforth Plant Science Center, and The Plant Biology Department of the Carnegie Institute for Science. In support of its research, the Noble Foundation receives public support from the National Science Foundation, the U.S. Department of Energy, the U.S. Department of Agriculture, the Oklahoma Center for the Advancement of Science and Technology, and National Aeronautics and Space Administration. Moreover, through its youth outreach program, Noble Academy, The Noble Foundation is collaborating with local public schools, including Plainview Middle School, Ardmore Elementary and Middle Schools and Dickson Middle and High Schools, and other nonprofit organizations, for example, the Dallas Arboretum and Botanical Gardens, to share with students in grades 5-12 the importance of agriculture and agricultural research through hands-on, interactive experiences. In furtherance of developing and delivering these educational experiences, The Noble Foundation further collaborates with the University of Oklahoma, The Oklahoma Department of Education, The Southern Oklahoma Technology Center, The Oklahoma School for Science and Mathematics, and Oklahoma Farm Bureau and the Dallas Arboretum and Botanical Gardens. Support for operations causes our funds spent for operating and administrative costs, as reported on Part I, to be higher than an exclusively granting foundation. The calculation below shows how our administrative and operating costs are allocated into the operating groups. Operating and administrative costs (Part I-Line 24) $37,235,085. Amounts paid to acquire assets (Part XII-Line 2) $1,350,096 and grants paid (Part I-Line 25) $1,989,149 equal the total amount paid for charitable purposes of $40,574,330. Direct charitable activities and administrative expenses for charitable purposes (Part IX-A): Agricultural division $12,612,231; Forage Improvement division $10,439,508; and Plant Biology division $12,881,677 equal the total direct charitable activities of $35,933,416 plus contributions, gifts, grants paid of $1,989,149 equal total direct charitable activities and grants paid of $37,922,565. Administrative expenses not related to direct operations are $2,651,765. Administrative expenses as a percentage of funds spent for charitable purposes equals 6.54%. |
| OKLAHOMA LIFE SCIENCES FUND | PART VII-B, LINE 5(C), PAGE 6 AND PART IX-B-LINE 1 | During the tax years 2002-2004 and 2006, the Foundation made grants to an organization other than a charitable organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2). Those grants totaling $1,502,539.90 were for program related investment in the Oklahoma Life Sciences Fund, LLC. Following is the required expenditure responsibility report: Name/address of Grantee:Oklahoma Life Sciences Fund, LLC, 800 Research Pkwy STE 385, Oklahoma City, OK 73102. No grant funds were paid during the reporting period of 2013. The purpose of the grant (program-related investment) was to accomplish the charitable purpose of advancing research and development of technology in the life sciences. The Foundation considers such an investment critical to advancing developments in the life-sciences field, so as to advance agricultural and medical research in Oklahoma, consistent with its exempt purpose. The grantee expended the amounts as it received them from the Foundation to advance research in life sciences as discussed above. To the knowledge of the Foundation, the grantee has not diverted any portion of the funds from the purpose of the grant. The grantee provided the Foundation with reports and other information on the use of funds that enabled the Foundation to verify compliance with the terms of the grant, and the progress made by the grantee toward achieving the purposes for which the grant was made. The Foundation believes that OLSF has complied with the terms of the grant, without exception. At this point, all original capital of OLSF has been invested and it is a mature fund. Reports and Information/Dates: 2012 Annual Report Pursuant to Regulation 53.4945 received 5/24/2013. The Foundation's Vice President and General Counsel reviewed the reports upon receipt. The investment was carried at cost at December 31, 2009 of $1,502,540. Based on information provided by the administrator of the fund for the year ending December 31, 2010, the value was written down to $388,557. No additional verification was considered necessary. |
| Depreciation, Amortization & Accretion Schedule | Part I, Line 19 | The Samuel Roberts Noble Foundation, Inc. 73-0606209 Depreciation, Amortization, and Accretion Schedule Depreciable Assets Section: Description: CONST IN PROGRESS Date in Service: VARIOUS Cost Basis: 1,411,948 Beginning Accumulated: NONE Ending Accumulated: NONE Method: SL Life: Current Depr Expense: NONE Description: AIRCRAFT Date in Service: 07/07/2005 Cost Basis: 10,681,565 Beginning Accumulated: 8,011,175 Ending Accumulated: 9,079,331 Method: SL Life: 10 Current Depr Expense: 1,068,156 Description: EQUIPMENT Date in Service: VARIOUS Cost Basis: 24,505,598 Beginning Accumulated: 15,233,979 Ending Accumulated: 16,716,633 Method: SL Life: 10 Current Depr Expense: 1,548,217 Description: AUTOMOBILES Date in Service: VARIOUS Cost Basis: 2,804,847 Beginning Accumulated: 2,328,152 Ending Accumulated: 2,506,735 Method: SL Life: 5 Current Depr Expense: 178,583 Description: COMPUTERS Date in Service: VARIOUS Cost Basis: 3,034,335 Beginning Accumulated: 1,187,222 Ending Accumulated: 1,596,253 Method: SL Life: 5 Current Depr Expense: 409,031 Description: FENCE Date in Service: 12/31/2007 Cost Basis: 73,217 Beginning Accumulated: 18,304 Ending Accumulated: 21,965 Method: SL Life: 20 Current Depr Expense: 3,661 Description: FURNITURE Date in Service: VARIOUS Cost Basis: 195,183 Beginning Accumulated: 46,191 Ending Accumulated: 68,559 Method: SL Life: 10 Current Depr Expense: 22,368 Description: FINE ARTS Date in Service: VARIOUS Cost Basis: 1,491,683 Beginning Accumulated: 967,398 Ending Accumulated: 1,021,713 Method: SL Life: 25 Current Depr Expense: 54,315 Description: ROADS Date in Service: 12/31/2005 Cost Basis: 191,942 Beginning Accumulated: 67,180 Ending Accumulated: 76,777 Method: SL Life: 20 Current Depr Expense: 9,597 Description: CAPITALIZED INT Date in Service: 12/31/2002 Cost Basis: 8,901,329 Beginning Accumulated: 1,668,935 Ending Accumulated: 1,902,212 Method: SL Life: 35 Current Depr Expense: 233,277 Description: USC EQUIPMENT Date in Service: Various Cost Basis: 79,383 Beginning Accumulated: 11,882 Ending Accumulated: 17,499 Method: SL Life: 15 Current Depr Expense: 5,617 Description: BUILDINGS Date in Service: VARIOUS Cost Basis: 144,386,490 Beginning Accumulated: 43,704,053 Ending Accumulated: 47,800,235 Method: SL Life: 35 Current Depr Expense: 4,096,182 Description: LAND Date in Service: VARIOUS Cost Basis: 9,465,382 Beginning Accumulated: NONE Ending Accumulated: NONE Method: SL Life: Current Depr Expense: NONE Description: NON PRODUCING PROP Date in Service: VARIOUS Cost Basis: 54,160 Beginning Accumulated: 44,936 Ending Accumulated: 44,936 Method: SL Life: Current Depr Expense: NONE Current Depreciation: 7,629,004 |
| GRANTS AND CONTRIBUTIONS | PART I LINE 25 AND PART XV | No grants were made to organizations classified as Internal Revenue Code Section 509(a)(3) organizations. INTEREST EXPENSE PART I LINE 17 Interest expense of $5,751 reported in Part I, Line 17 relates to the outstanding line of credit. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (170 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TOTAL BEGINNING BOOK VALUE | ||
| MERCEDES BENZ MASTER OWNER TRU | $308,218 | $308,218 |
| FORD CREDIT FLOORPLAN MASTER O | $431,537 | $431,537 |
| WASHINGTON MUTUAL MORTGAGE PAS | $75,293 | $75,293 |
| FREDDIE MAC 7.6943% 15 DEC 203 | $166,931 | $166,931 |
| FANNIE MAE 5% 25 NOV 2028 | $150,050 | $150,050 |
| FANNIE MAE 3% 25 FEB 2036 | $277,969 | $277,969 |
| FANNIE MAE 2.5% 25 OCT 2042 | $154,992 | $154,992 |
| FREDDIE MAC 3.5% 15 APR 2041 | $160,095 | $160,095 |
| FANNIE MAE 2.5% 25 FEB 2043 | $377,028 | $377,028 |
| FANNIEMAE ACES 0.59483% 25 AUG | $534,890 | $534,890 |
| FANNIE MAE 4% 25 JAN 2039 | $268,777 | $268,777 |
| FREDDIE MAC 2.5% 15 NOV 2042 | $179,519 | $179,519 |
| FREDDIE MAC 4.5% 15 JUL 2039 | $169,546 | $169,546 |
| WASHINGTON MUTUAL MORTGAGE PAS | $317,207 | $317,207 |
| GE COMMERCIAL MORTGAGE CORPORA | $882,116 | $882,116 |
| PROVIDENT FUNDING MORTGAGE LOA | $73,396 | $73,396 |
| RESIDENTIAL ACCREDIT LOANS, IN | $139,307 | $139,307 |
| MORGAN STANLEY CAPITAL I TRUST | $51,430 | $51,430 |
| BANC OF AMERICA COMMERCIAL MOR | $49,760 | $49,760 |
| COBALT CMBS COMMERCIAL MORTGAG | $370,602 | $370,602 |
| COUNTRYWIDE ALTERNATIVE LOAN T | $218,264 | $218,264 |
| COUNTRYWIDE ALTERNATIVE LOAN T | $344,710 | $344,710 |
| WELLS FARGO MORTGAGE BACKED SE | $113,784 | $113,784 |
| JP MORGAN MORTGAGE TRUST 6.5% | $192,741 | $192,741 |
| BEAR STEARNS ALT A TRUST 4.127 | $200,085 | $200,085 |
| COMM MORTGAGE TRUST 1.678% 10 | $895,285 | $895,285 |
| CREDIT SUISSE MORTGAGE TRUST 5 | $329,191 | $329,191 |
| COUNTRYWIDE ALTERNATIVE LOAN T | $268,925 | $268,925 |
| SEQUOIA MORTGAGE TRUST 0.54175 | $79,586 | $79,586 |
| MORGAN STANLEY REREMIC TRUST 5 | $212,999 | $212,999 |
| JP MORGAN CHASE COMMERCIAL MOR | $431,917 | $431,917 |
| JP MORGAN CHASE COMMERCIAL MOR | $420,782 | $420,782 |
| MORGAN STANLEY CAPITAL I TRUST | $90,315 | $90,315 |
| MERRILL LYNCH MORTGAGE INVESTO | $174,854 | $174,854 |
| COUNTRYWIDE HOME LOANS 5.65% 2 | $149,869 | $149,869 |
| GSR MORTGAGE LOAN TRUST 2.8657 | $326,968 | $326,968 |
| STRUCTURED ADJUSTABLE RATE MOR | $224,789 | $224,789 |
| MORGAN STANLEY REREMIC TRUST 5 | $240,306 | $240,306 |
| J.P. MORGAN ALTERNATIVE LOAN T | $279,797 | $279,797 |
| GCCFC COMMERCIAL MORTGAGE TRUS | $670,058 | $670,058 |
| JP MORGAN CHASE COMMERCIAL MOR | $103,446 | $103,446 |
| BANC OF AMERICA ALTERNATIVE LO | $211,590 | $211,590 |
| GCCFC COMMERCIAL MORTGAGE TRUS | $520,662 | $520,662 |
| CREDIT SUISSE MORTGAGE TRUST 5 | $144,146 | $144,146 |
| INDYMAC INDX MORTGAGE LOAN TRU | $215,774 | $215,774 |
| JP MORGAN CHASE COMMERCIAL MOR | $212,284 | $212,284 |
| PROVIDENT FUNDING MORTGAGE LOA | $186,126 | $186,126 |
| DBRR TRUST 5.125% 18 DEC 2049 | $472,055 | $472,055 |
| IMPAC CMB TRUST 1.10406% 25 OC | $209,908 | $209,908 |
| BEAR STEARNS ALT A TRUST 0.852 | $387,113 | $387,113 |
| DBRR TRUST 5.125% 18 DEC 2049 | $814,916 | $814,916 |
| BANC OF AMERICA COMMERCIAL MOR | $86,993 | $86,993 |
| JP MORGAN CHASE COMMERCIAL MOR | $887,346 | $887,346 |
| GE COMMERCIAL MORTGAGE CORPORA | $461,251 | $461,251 |
| BANC OF AMERICA COMMERCIAL MOR | $889,952 | $889,952 |
| COMM MORTGAGE TRUST 5.9934% 10 | $327,013 | $327,013 |
| BEAR STEARNS COMMERCIAL MORTGA | $802,885 | $802,885 |
| GCCFC COMMERCIAL MORTGAGE TRUS | $629,854 | $629,854 |
| AMERICAN HOUSING TRUST 9.78894 | $188,951 | $188,951 |
| WAMU MORTGAGE PASS THROUGH CER | $32,685 | $32,685 |
| BEAR STEARNS ADJUSTABLE RATE M | $215,603 | $215,603 |
| FREDDIE MAC 5% 15 AUG 2034 | $129,936 | $129,936 |
| FANNIE MAE 6.11% 25 APR 2018 | $72,552 | $72,552 |
| FANNIE MAE 5% 25 DEC 2018 | $99,504 | $99,504 |
| FANNIE MAE 5% 25 MAR 2034 | $200,067 | $200,067 |
| PRUDENTIAL HOLDINGS, LLC 8.695 | $431,137 | $431,137 |
| JETBLUE 04 2 G1 PT TRUST 1% 15 | $210,764 | $210,764 |
| PEABODY ENERGY CORP 7.375% 01 | $112,500 | $112,500 |
| PLAINS EXPLORATION + PRO 6.125 | $328,110 | $328,110 |
| WESTAR ENERGY INC 6% 01 JUL 20 | $411,004 | $411,004 |
| DUKE ENERGY FLORIDA INC 5.65% | $636,091 | $636,091 |
| SEMPRA ENERGY 9.8% 15 FEB 2019 | $335,544 | $335,544 |
| DOMINION RESOURCES INC 8.875% | $640,392 | $640,392 |
| VALERO ENERGY CORP 9.375% 15 M | $264,200 | $264,200 |
| BLACKSTONE HOLDINGS FINA 6.625 | $407,527 | $407,527 |
| CANTOR FITZGERALD LP 6.375% 26 | $304,588 | $304,588 |
| KKR GROUP FINANCE CO 6.375% 29 | $405,385 | $405,385 |
| BLACKSTONE HOLDINGS FINA 6.625 | $653,912 | $653,912 |
| KKR GROUP FINANCE CO 6.375% 29 | $452,549 | $452,549 |
| CARLYLE HOLDINGS FINANCE 3.875 | $290,787 | $290,787 |
| CARLYLE HOLDINGS II FIN 5.625% | $211,349 | $211,349 |
| PNC FINANCIAL SERVICES 4.85% 3 | $143,280 | $143,280 |
| MASSMUTUAL GLOBAL FUNDIN 2.1% | $210,291 | $210,291 |
| HYUNDAI CAPITAL AMERICA 1.875% | $265,959 | $265,959 |
| AFLAC INC 2.65% 15 FEB 2017 | $280,680 | $280,680 |
| RAYMOND JAMES FINANCIAL 8.6% 1 | $139,592 | $139,592 |
| SCOTTRADE FINANC SERVICE 6.125 | $399,942 | $399,942 |
| MURRAY ST INV TRUST I 1% 09 MA | $430,756 | $430,756 |
| BOSTON PROPERTIES LP 3.85% 01 | $371,279 | $371,279 |
| VESEY STREET INV TRUST I 4.404 | $215,816 | $215,816 |
| VENTAS REALTY LP/CAP CRP 2% 15 | $159,248 | $159,248 |
| MORGAN STANLEY 4.875% 01 NOV 2 | $368,518 | $368,518 |
| PRUDENTIAL FINANCIAL INC 5.625 | $210,700 | $210,700 |
| INTL LEASE FINANCE CORP 3.875% | $275,688 | $275,688 |
| KINDER MORGAN ENER PART 4.15% | $368,606 | $368,606 |
| PROSPECT CAPITAL CORP 5.875% 1 | $381,711 | $381,711 |
| ASSURANT INC 2.5% 15 MAR 2018 | $161,213 | $161,213 |
| ARES CAPITAL CORP 4.875% 30 NO | $194,478 | $194,478 |
| VENTAS REALTY LP 1.55% 26 SEP | $281,988 | $281,988 |
| INTERCONTINENTALEXCHANGE 2.5% | $302,208 | $302,208 |
| ASSURANT INC 5.625% 15 FEB 201 | $278,560 | $278,560 |
| PRUDENTIAL HOLDINGS, LLC 7.245 | $223,624 | $223,624 |
| ACE INA HOLDINGS 5.7% 15 FEB 2 | $485,545 | $485,545 |
| GENERAL ELEC CAP CORP 5.55% 04 | $321,054 | $321,054 |
| MORGAN STANLEY 6.625% 01 APR 2 | $200,085 | $200,085 |
| WACHOVIA CORPORATION 7.574% 01 | $167,438 | $167,438 |
| FIRST TENNESSEE BANK 5.65% 01 | $308,565 | $308,565 |
| SIMON PROPERTY GROUP LP 10.35% | $220,567 | $220,567 |
| AGRIBANK FCB 9.125% 15 JUL 201 | $415,555 | $415,555 |
| CDP FINANCIAL 4.4% 25 NOV 2019 | $550,425 | $550,425 |
| HEALTH CARE REIT INC 6.125% 15 | $211,592 | $211,592 |
| FORD MOTOR CREDIT CO LLC 5.625 | $172,203 | $172,203 |
| VENTAS REALTY LP/CAP CRP 3.125 | $155,999 | $155,999 |
| HCP INC 2.7% 01 FEB 2014 | $418,652 | $418,652 |
| GENERAL ELEC CAP CORP 5.3% 11 | $212,538 | $212,538 |
| HEALTH CARE REIT INC 3.625% 15 | $161,346 | $161,346 |
| CONTL AIRLINES 2012 B 6.25% 11 | $297,613 | $297,613 |
| SABMILLER HOLDINGS INC 2.45% 1 | $547,835 | $547,835 |
| TEVA PHARMACEUT FIN BV 2.4% 10 | $535,012 | $535,012 |
| CELGENE CORP 3.95% 15 OCT 2020 | $256,864 | $256,864 |
| PRIDE INTERNATIONAL INC 6.875% | $379,569 | $379,569 |
| SIMON PROPERTY GROUP LP 5.65% | $206,930 | $206,930 |
| CHESAPEAKE ENERGY CORP 7.25% 1 | $190,575 | $190,575 |
| YALE UNIVERSITY 2.9% 15 OCT 20 | $325,294 | $325,294 |
| 21ST CENTURY FOX AMERICA 6.9% | $513,446 | $513,446 |
| CVS PASS THROUGH TRUST 6.036% | $386,967 | $386,967 |
| US AIRWAYS 1998 1A PASS 6.85% | $109,158 | $109,158 |
| MARATHON OIL CORP 6% 01 OCT 20 | $324,118 | $324,118 |
| ORACLE CORP 5.25% 15 JAN 2016 | $87,328 | $87,328 |
| COMCAST CABLE COMMUNICAT 8.875 | $531,724 | $531,724 |
| AMERICAN AIRLINES 2013 2 4.95% | $288,773 | $288,773 |
| CONTL AIRLINES 2012 1 A 4.15% | $496,996 | $496,996 |
| VALERO ENERGY CORP 10.5% 15 MA | $127,651 | $127,651 |
| CVS PASS THROUGH TRUST 0% 10 J | $209,125 | $209,125 |
| ALCOA INC 6.15% 15 AUG 2020 | $188,598 | $188,598 |
| HOST HOTELS + RESORTS 5.25% 15 | $174,091 | $174,091 |
| JABIL CIRCUIT INC 4.7% 15 SEP | $321,600 | $321,600 |
| AMER AIRLN 13 1 A PASS T 4% 15 | $387,000 | $387,000 |
| APPLE INC 0.492% 03 MAY 2018 | $560,052 | $560,052 |
| NORTHROP GRUMMAN CORP 1.75% 01 | $297,546 | $297,546 |
| ABBVIE INC 1.75% 06 NOV 2017 | $412,294 | $412,294 |
| NATIONAL RURAL UTIL COOP 1% 30 | $102,438 | $102,438 |
| ANADARKO PETROLEUM CORP 0% 10 | $106,459 | $106,459 |
| ANADARKO PETROLEUM CORP 0% 10 | $401,740 | $401,740 |
| VERIZON COMMUNICATIONS 4.5% 15 | $145,598 | $145,598 |
| VERIZON COMMUNICATIONS 5.5% 15 | $637,185 | $637,185 |
| DELTA AIR LINES 2010 1B 6.375% | $212,500 | $212,500 |
| XSTRATA FINANCE CANADA 3.6% 15 | $208,614 | $208,614 |
| XSTRATA FINANCE CANADA 5.8% 15 | $458,336 | $458,336 |
| AIR CANADA 2013 1B PTT 5.375% | $179,913 | $179,913 |
| ORIX CORP 5% 12 JAN 2016 | $308,583 | $308,583 |
| NEWCREST FINANCE PTY LTD 4.2% | $255,680 | $255,680 |
| RABOBANK NEDERLAND 3.95% 09 NO | $406,976 | $406,976 |
| WHITE MOUNTAINS RE GROUP 6.375 | $184,260 | $184,260 |
| SHELL INTERNATIONAL FIN 3.4% 1 | $591,613 | $591,613 |
| TSMC GLOBAL LTD 0.95% 03 APR 2 | $352,614 | $352,614 |
| RABOBANK NEDERLAND 3.375% 19 J | $483,277 | $483,277 |
| CITIBANK OMNI MASTER TRUST 4.9 | $886,328 | $886,328 |
| STORE MASTER FUNDING LLC 4.16% | $423,839 | $423,839 |
| SMALL BUSINESS ADMINISTRATION | $390,518 | $390,518 |
| NISSAN MASTER OWNER TRUST RECE | $687,994 | $687,994 |
| SLM STUDENT LOAN TRUST 0.5244% | $307,880 | $307,880 |
| MMAF EQUIPMENT FINANCE LLC 0.9 | $851,247 | $851,247 |
| SMALL BUSINESS ADMINISTRATION | $247,842 | $247,842 |
| SLM STUDENT LOAN TRUST 0.4701% | $414,358 | $414,358 |
| SMALL BUSINESS ADMINISTRATION | $279,990 | $279,990 |
| SMALL BUSINESS ADMINISTRATION | $972,539 | $972,539 |
| SMALL BUSINESS ADMINISTRATION | $946,994 | $946,994 |
| SMALL BUSINESS ADMINISTRATION | $1,051,988 | $1,051,988 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (381 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TOTAL BEGINNING BOOK VALUE | ||
| GOODYEAR TIRE + RUBBER CO | $1,275,975 | $1,275,975 |
| DELPHI AUTOMOTIVE PLC | $1,779,848 | $1,779,848 |
| LEAR CORP | $542,499 | $542,499 |
| AVIS BUDGET GROUP INC | $319,318 | $319,318 |
| THOR INDUSTRIES INC | $555,890 | $555,890 |
| BEACON ROOFING SUPPLY INC | $224,360 | $224,360 |
| POOL CORP | $492,446 | $492,446 |
| CARMAX INC | $315,034 | $315,034 |
| WESCO INTERNATIONAL INC | $582,848 | $582,848 |
| STARBUCKS CORP | $1,810,809 | $1,810,809 |
| CHIPOTLE MEXICAN GRILL INC | $3,995,850 | $3,995,850 |
| LAS VEGAS SANDS CORP | $3,060,156 | $3,060,156 |
| BLOOMIN BRANDS INC | $323,415 | $323,415 |
| ORIENT EXPRESS HOTELS LTD A | $420,995 | $420,995 |
| CARNIVAL CORP | $1,385,865 | $1,385,865 |
| ETHAN ALLEN INTERIORS INC | $224,652 | $224,652 |
| STANLEY BLACK + DECKER INC | $564,830 | $564,830 |
| NVR INC | $102,601 | $102,601 |
| STANLEY BLACK + DECKER INC | $1,274,902 | $1,274,902 |
| AMAZON.COM INC | $677,943 | $677,943 |
| PRICELINE.COM INC | $5,347,040 | $5,347,040 |
| AMAZON.COM INC | $6,938,946 | $6,938,946 |
| ARCTIC CAT INC | $316,809 | $316,809 |
| NEWS CORP CLASS A | $125,690 | $125,690 |
| COMCAST CORP CLASS A | $1,980,438 | $1,980,438 |
| MCGRAW HILL FINANCIAL INC | $508,300 | $508,300 |
| LIBERTY INTERACTIVE CORP A | $616,350 | $616,350 |
| CINEMARK HOLDINGS INC | $489,118 | $489,118 |
| TWENTY FIRST CENTURY FOX A | $981,522 | $981,522 |
| NEWS CORP CLASS A | $198,220 | $198,220 |
| LIBERTY MEDIA CORP A | $730,053 | $730,053 |
| TIME WARNER INC | $1,596,588 | $1,596,588 |
| TIME WARNER CABLE | $1,319,770 | $1,319,770 |
| DISH NETWORK CORP A | $550,240 | $550,240 |
| TIME WARNER INC | $976,080 | $976,080 |
| INTERPUBLIC GROUP OF COS INC | $663,750 | $663,750 |
| VALASSIS COMMUNICATIONS INC | $1,096,000 | $1,096,000 |
| TARGET CORP | $1,480,518 | $1,480,518 |
| KOHLS CORP | $1,055,550 | $1,055,550 |
| GROUP 1 AUTOMOTIVE INC | $303,611 | $303,611 |
| SELECT COMFORT CORPORATION | $280,497 | $280,497 |
| DSW INC CLASS A | $331,585 | $331,585 |
| RENT A CENTER INC | $830,166 | $830,166 |
| STAPLES INC | $189,091 | $189,091 |
| PETSMART INC | $563,813 | $563,813 |
| FIFTH + PACIFIC COS INC | $733,762 | $733,762 |
| TIFFANY + CO | $732,962 | $732,962 |
| GENESCO INC | $216,988 | $216,988 |
| TRACTOR SUPPLY COMPANY | $1,450,746 | $1,450,746 |
| OXFORD INDUSTRIES INC | $519,918 | $519,918 |
| CHEFS WAREHOUSE INC/THE | $105,997 | $105,997 |
| VF CORP | $461,316 | $461,316 |
| NIKE INC CL B | $3,255,696 | $3,255,696 |
| COACH INC | $477,105 | $477,105 |
| SKECHERS USA INC CL A | $294,029 | $294,029 |
| GUESS? INC | $408,260 | $408,260 |
| WOLVERINE WORLD WIDE INC | $497,514 | $497,514 |
| COCA COLA CO/THE | $1,239,300 | $1,239,300 |
| MOLSON COORS BREWING CO B | $1,061,235 | $1,061,235 |
| PEPSICO INC | $1,078,220 | $1,078,220 |
| WALGREEN CO | $976,480 | $976,480 |
| WAL MART STORES INC | $786,900 | $786,900 |
| CASEY S GENERAL STORES INC | $494,209 | $494,209 |
| WAL MART STORES INC | $653,127 | $653,127 |
| BUNGE LTD | $377,706 | $377,706 |
| FRESH DEL MONTE PRODUCE INC | $285,830 | $285,830 |
| KIMBERLY CLARK CORP | $1,566,900 | $1,566,900 |
| PROCTER + GAMBLE CO/THE | $976,920 | $976,920 |
| COLGATE PALMOLIVE CO | $1,173,780 | $1,173,780 |
| ULTA SALON COSMETICS + FRAGR | $2,287,524 | $2,287,524 |
| ALTRIA GROUP INC | $675,664 | $675,664 |
| PHILIP MORRIS INTERNATIONAL | $697,040 | $697,040 |
| WEATHERFORD INTL LTD | $371,760 | $371,760 |
| SCHLUMBERGER LTD | $1,396,705 | $1,396,705 |
| BAKER HUGHES INC | $828,900 | $828,900 |
| ATWOOD OCEANICS INC | $286,971 | $286,971 |
| SCHLUMBERGER LTD | $3,487,257 | $3,487,257 |
| FMC TECHNOLOGIES INC | $2,318,124 | $2,318,124 |
| COBALT INTERNATIONAL ENERGY | $1,357,125 | $1,357,125 |
| MCDERMOTT INTL INC | $210,680 | $210,680 |
| NOBLE CORP PLC | $65,545,447 | $65,545,447 |
| NATIONAL OILWELL VARCO INC | $2,759,691 | $2,759,691 |
| CHEVRON CORP | $462,167 | $462,167 |
| CONOCOPHILLIPS | $310,860 | $310,860 |
| EXXON MOBIL CORP | $1,437,040 | $1,437,040 |
| RANGE RESOURCES CORP | $1,686,200 | $1,686,200 |
| CABOT OIL + GAS CORP | $1,259,700 | $1,259,700 |
| CHEVRON CORP | $910,219 | $910,219 |
| APPROACH RESOURCES INC | $269,385 | $269,385 |
| SANCHEZ ENERGY CORP | $301,448 | $301,448 |
| ATHLON ENERGY INC | $559,655 | $559,655 |
| KODIAK OIL + GAS CORP | $353,956 | $353,956 |
| APACHE CORP | $558,610 | $558,610 |
| EOG RESOURCES INC | $671,360 | $671,360 |
| KOSMOS ENERGY LTD | $1,129,180 | $1,129,180 |
| BILL BARRETT CORP | $196,833 | $196,833 |
| MARATHON OIL CORP | $833,080 | $833,080 |
| OCCIDENTAL PETROLEUM CORP | $1,397,970 | $1,397,970 |
| NOBLE ENERGY INC | $121,835,781 | $121,835,781 |
| SOUTHWESTERN ENERGY CO | $2,753,100 | $2,753,100 |
| CONOCOPHILLIPS | $939,645 | $939,645 |
| PNC FINANCIAL SERVICES GROUP | $1,349,892 | $1,349,892 |
| SUNTRUST BANKS INC | $460,125 | $460,125 |
| CULLEN/FROST BANKERS INC | $1,488,600 | $1,488,600 |
| BANK OF NEW YORK MELLON CORP | $1,222,900 | $1,222,900 |
| SOUTHSIDE BANCSHARES INC | $1,424,195 | $1,424,195 |
| US BANCORP | $1,010,000 | $1,010,000 |
| BANCORPSOUTH INC | $642,592 | $642,592 |
| HANCOCK HOLDING CO | $550,200 | $550,200 |
| GLACIER BANCORP INC | $1,787,400 | $1,787,400 |
| COMERICA INC | $1,026,864 | $1,026,864 |
| BOK FINANCIAL CORPORATION | $795,840 | $795,840 |
| BB+T CORP | $470,232 | $470,232 |
| EVERCORE PARTNERS INC CL A | $463,295 | $463,295 |
| PROSPERITY BANCSHARES INC | $497,612 | $497,612 |
| CIT GROUP INC | $516,087 | $516,087 |
| REGIONS FINANCIAL CORP | $1,063,175 | $1,063,175 |
| HANCOCK HOLDING CO | $354,329 | $354,329 |
| COMMUNITY BANK SYSTEM INC | $531,712 | $531,712 |
| COLUMBIA BANKING SYSTEM INC | $517,463 | $517,463 |
| SUNTRUST BANKS INC | $1,413,504 | $1,413,504 |
| ZIONS BANCORPORATION | $668,108 | $668,108 |
| KEYCORP | $476,665 | $476,665 |
| COMERICA INC | $213,930 | $213,930 |
| NORTHERN TRUST CORP | $408,474 | $408,474 |
| GOLDMAN SACHS GROUP INC | $1,187,642 | $1,187,642 |
| SCHWAB (CHARLES) CORP | $1,523,600 | $1,523,600 |
| STATE STREET CORP | $1,130,206 | $1,130,206 |
| AMERICAN EXPRESS CO | $1,451,680 | $1,451,680 |
| HOME BANCSHARES INC | $704,795 | $704,795 |
| CAPITAL ONE FINANCIAL CORP | $2,106,775 | $2,106,775 |
| SLM CORP | $525,600 | $525,600 |
| H+R BLOCK INC | $281,688 | $281,688 |
| CAPITOL FEDERAL FINANCIAL IN | $294,576 | $294,576 |
| HANMI FINANCIAL CORPORATION | $123,350 | $123,350 |
| WELLS FARGO + CO | $908,000 | $908,000 |
| WELLS FARGO + CO | $1,534,520 | $1,534,520 |
| CITIGROUP INC | $1,205,409 | $1,205,409 |
| JPMORGAN CHASE + CO | $1,707,733 | $1,707,733 |
| CAPITAL ONE FINANCIAL CORP | $1,823,318 | $1,823,318 |
| SCHWAB (CHARLES) CORP | $2,459,600 | $2,459,600 |
| BANK OF AMERICA CORP | $1,133,496 | $1,133,496 |
| EURONET WORLDWIDE INC | $451,226 | $451,226 |
| JPMORGAN CHASE + CO | $438,600 | $438,600 |
| BANK OF AMERICA CORP | $1,128,825 | $1,128,825 |
| FIRST HORIZON NATIONAL CORP | $699,419 | $699,419 |
| FIRST HORIZON NATIONAL CORP | $334,064 | $334,064 |
| TEXAS CAPITAL BANCSHARES INC | $577,838 | $577,838 |
| WELLS FARGO + CO | $2,047,177 | $2,047,177 |
| FIRST CASH FINL SVCS INC | $480,806 | $480,806 |
| METLIFE INC | $404,400 | $404,400 |
| ENDURANCE SPECIALTY HOLDINGS | $462,320 | $462,320 |
| ALLEGHANY CORP | $279,972 | $279,972 |
| XL GROUP PLC | $95,520 | $95,520 |
| WILLIS GROUP HOLDINGS PLC | $1,200,908 | $1,200,908 |
| AMERICAN INTERNATIONAL GROUP | $1,005,685 | $1,005,685 |
| ASPEN INSURANCE HOLDINGS LTD | $198,288 | $198,288 |
| AMTRUST FINANCIAL SERVICES | $274,759 | $274,759 |
| UNUM GROUP | $852,444 | $852,444 |
| WHITE MOUNTAINS INSURANCE GP | $1,085,544 | $1,085,544 |
| HFF INC CLASS A | $461,820 | $461,820 |
| EXACT SCIENCES CORP | $366,715 | $366,715 |
| AMGEN INC | $627,880 | $627,880 |
| BIOMARIN PHARMACEUTICAL INC | $1,510,805 | $1,510,805 |
| REGENERON PHARMACEUTICALS | $2,752,400 | $2,752,400 |
| ALEXION PHARMACEUTICALS INC | $3,166,828 | $3,166,828 |
| NEOGEN CORP | $1,161,923 | $1,161,923 |
| BIOGEN IDEC INC | $3,357,000 | $3,357,000 |
| INTUITIVE SURGICAL INC | $2,150,848 | $2,150,848 |
| MEDTRONIC INC | $1,641,354 | $1,641,354 |
| COVIDIEN PLC | $681,000 | $681,000 |
| MEDTRONIC INC | $344,340 | $344,340 |
| THERMO FISHER SCIENTIFIC INC | $1,892,950 | $1,892,950 |
| BOSTON SCIENTIFIC CORP | $343,772 | $343,772 |
| HILLENBRAND INC | $510,584 | $510,584 |
| DEXCOM INC | $657,387 | $657,387 |
| SPECTRANETICS CORP | $386,150 | $386,150 |
| CYBERONICS INC | $540,458 | $540,458 |
| ENDOLOGIX INC | $461,445 | $461,445 |
| UNITEDHEALTH GROUP INC | $489,450 | $489,450 |
| EXPRESS SCRIPTS HOLDING CO | $238,816 | $238,816 |
| CARDINAL HEALTH INC | $1,008,831 | $1,008,831 |
| WELLCARE HEALTH PLANS INC | $267,596 | $267,596 |
| CERNER CORP | $2,508,300 | $2,508,300 |
| HUMANA INC | $1,032,200 | $1,032,200 |
| CIGNA CORP | $306,180 | $306,180 |
| ACADIA HEALTHCARE CO INC | $209,909 | $209,909 |
| TEAM HEALTH HOLDINGS INC | $698,054 | $698,054 |
| QUEST DIAGNOSTICS INC | $535,400 | $535,400 |
| WELLPOINT INC | $868,466 | $868,466 |
| UNITEDHEALTH GROUP INC | $783,120 | $783,120 |
| TAPESTRY PHARMACEUTICALS INC | $178 | $178 |
| AKORN INC | $728,358 | $728,358 |
| MERCK + CO. INC. | $1,231,230 | $1,231,230 |
| PFIZER INC | $1,379,790 | $1,379,790 |
| JOHNSON + JOHNSON | $1,263,942 | $1,263,942 |
| MWI VETERINARY SUPPLY INC | $699,419 | $699,419 |
| ABBVIE INC | $792,150 | $792,150 |
| PFIZER INC | $918,900 | $918,900 |
| MERCK + CO. INC. | $595,595 | $595,595 |
| MERCK + CO. INC. | $1,626,625 | $1,626,625 |
| PFIZER INC | $1,359,972 | $1,359,972 |
| ABBOTT LABORATORIES | $574,950 | $574,950 |
| FOREST LABORATORIES INC | $330,165 | $330,165 |
| JOHNSON + JOHNSON | $833,469 | $833,469 |
| HEXCEL CORP | $528,012 | $528,012 |
| ROCKWELL COLLINS INC | $1,404,480 | $1,404,480 |
| HUNTINGTON INGALLS INDUSTRIE | $216,024 | $216,024 |
| GENERAL DYNAMICS CORP | $601,965 | $601,965 |
| RAYTHEON COMPANY | $1,242,590 | $1,242,590 |
| FEDEX CORP | $1,293,930 | $1,293,930 |
| JETBLUE AIRWAYS CORP | $275,310 | $275,310 |
| ARMSTRONG WORLD INDUSTRIES | $411,623 | $411,623 |
| PHH CORP | $888,775 | $888,775 |
| DEVRY EDUCATION GROUP INC | $201,995 | $201,995 |
| HEADWATERS INC | $304,322 | $304,322 |
| CON WAY INC | $1,052,315 | $1,052,315 |
| WASTE CONNECTIONS INC | $499,564 | $499,564 |
| PRIMORIS SERVICES CORP | $227,716 | $227,716 |
| EMERSON ELECTRIC CO | $652,674 | $652,674 |
| ROPER INDUSTRIES INC | $922,222 | $922,222 |
| FRANKLIN ELECTRIC CO INC | $1,178,496 | $1,178,496 |
| EMERSON ELECTRIC CO | $519,332 | $519,332 |
| INFINERA CORP | $361,713 | $361,713 |
| BELDEN INC | $702,739 | $702,739 |
| FRANKLIN ELECTRIC CO INC | $541,483 | $541,483 |
| RAVEN INDUSTRIES INC | $691,934 | $691,934 |
| TYCO INTERNATIONAL LTD | $433,998 | $433,998 |
| RAVEN INDUSTRIES INC | $376,431 | $376,431 |
| HONEYWELL INTERNATIONAL INC | $959,385 | $959,385 |
| HONEYWELL INTERNATIONAL INC | $721,823 | $721,823 |
| GENERAL ELECTRIC CO | $1,681,800 | $1,681,800 |
| TRIMAS CORP | $338,507 | $338,507 |
| CHART INDUSTRIES INC | $322,116 | $322,116 |
| DANAHER CORP | $1,235,200 | $1,235,200 |
| ACTUANT CORP A | $480,900 | $480,900 |
| BARNES GROUP INC | $512,396 | $512,396 |
| APPLIED INDUSTRIAL TECH INC | $438,374 | $438,374 |
| ILLINOIS TOOL WORKS | $807,168 | $807,168 |
| PALL CORP | $1,066,022 | $1,066,022 |
| RELIANCE STEEL + ALUMINUM | $1,137,600 | $1,137,600 |
| HARSCO CORP | $319,122 | $319,122 |
| NAVISTAR INTERNATIONAL CORP | $190,950 | $190,950 |
| MANITOWOC COMPANY INC | $505,578 | $505,578 |
| MIDDLEBY CORP | $530,334 | $530,334 |
| KIRBY CORP | $1,667,400 | $1,667,400 |
| DIANA SHIPPING INC | $339,958 | $339,958 |
| UNION PACIFIC CORP | $688,800 | $688,800 |
| NORFOLK SOUTHERN CORP | $594,112 | $594,112 |
| MRC GLOBAL INC | $335,020 | $335,020 |
| CORNING INC | $579,150 | $579,150 |
| IXIA | $245,769 | $245,769 |
| SONUS NETWORKS INC | $182,842 | $182,842 |
| CIENA CORP | $560,560 | $560,560 |
| ARRIS GROUP INC | $1,554,487 | $1,554,487 |
| INTL BUSINESS MACHINES CORP | $881,579 | $881,579 |
| EMC CORP/MA | $1,006,000 | $1,006,000 |
| APPLE INC | $1,122,220 | $1,122,220 |
| NETAPP INC | $617,100 | $617,100 |
| NETAPP INC | $851,598 | $851,598 |
| EMC CORP/MA | $30,180 | $30,180 |
| HEWLETT PACKARD CO | $1,902,080 | $1,902,080 |
| INTL BUSINESS MACHINES CORP | $917,217 | $917,217 |
| INGRAM MICRO INC CL A | $649,842 | $649,842 |
| COHERENT INC | $211,640 | $211,640 |
| TELEDYNE TECHNOLOGIES INC | $518,090 | $518,090 |
| ADT CORP/THE | $466,902 | $466,902 |
| OSI SYSTEMS INC | $273,782 | $273,782 |
| TE CONNECTIVITY LTD | $775,673 | $775,673 |
| AVNET INC | $591,074 | $591,074 |
| TRIMBLE NAVIGATION LTD | $1,179,800 | $1,179,800 |
| LOGMEIN INC | $410,988 | $410,988 |
| EBAY INC | $603,790 | $603,790 |
| GOOGLE INC CL A | $997,432 | $997,432 |
| GOOGLE INC CL A | $840,533 | $840,533 |
| AOL INC | $281,398 | $281,398 |
| ATHENAHEALTH INC | $1,371,900 | $1,371,900 |
| FACEBOOK INC A | $4,831,944 | $4,831,944 |
| LINKEDIN CORP A | $2,189,983 | $2,189,983 |
| GOOGLE INC CL A | $7,985,059 | $7,985,059 |
| AKAMAI TECHNOLOGIES INC | $471,800 | $471,800 |
| VISA INC CLASS A SHARES | $7,303,904 | $7,303,904 |
| MARKETAXESS HOLDINGS INC | $396,539 | $396,539 |
| WESTERN UNION CO | $384,675 | $384,675 |
| SAPIENT CORPORATION | $432,785 | $432,785 |
| CDW CORP/DE | $581,664 | $581,664 |
| COMPUTER SCIENCES CORP | $363,220 | $363,220 |
| ACXIOM CORP | $774,176 | $774,176 |
| XEROX CORP | $350,496 | $350,496 |
| TEXAS INSTRUMENTS INC | $1,361,210 | $1,361,210 |
| ASML HOLDING NV NY REG SHS | $3,626,190 | $3,626,190 |
| MAXIM INTEGRATED PRODUCTS | $189,788 | $189,788 |
| RAMBUS INC | $358,866 | $358,866 |
| ON SEMICONDUCTOR CORPORATION | $1,214,576 | $1,214,576 |
| INTEL CORP | $1,077,340 | $1,077,340 |
| MARVELL TECHNOLOGY GROUP LTD | $369,566 | $369,566 |
| SPLUNK INC | $2,252,376 | $2,252,376 |
| INTRALINKS HOLDINGS INC | $364,426 | $364,426 |
| ASPEN TECHNOLOGY INC | $557,403 | $557,403 |
| BOTTOMLINE TECHNOLOGIES (DE) | $527,574 | $527,574 |
| MENTOR GRAPHICS CORP | $353,107 | $353,107 |
| CA INC | $386,975 | $386,975 |
| SALESFORCE.COM INC | $6,247,508 | $6,247,508 |
| PEGASYSTEMS INC | $315,244 | $315,244 |
| MICROSOFT CORP | $1,470,999 | $1,470,999 |
| COMVERSE INC | $98,164 | $98,164 |
| AMDOCS LTD | $185,580 | $185,580 |
| MICROSOFT CORP | $1,796,640 | $1,796,640 |
| SYMANTEC CORP | $1,061,100 | $1,061,100 |
| INTERACTIVE INTELLIGENCE GRO | $639,246 | $639,246 |
| NATIONAL INSTRUMENTS CORP | $624,390 | $624,390 |
| ACI WORLDWIDE INC | $625,625 | $625,625 |
| ADOBE SYSTEMS INC | $389,220 | $389,220 |
| ADOBE SYSTEMS INC | $928,140 | $928,140 |
| SYNOPSYS INC | $486,840 | $486,840 |
| CADENCE DESIGN SYS INC | $126,180 | $126,180 |
| NUANCE COMMUNICATIONS INC | $456,000 | $456,000 |
| MICROSOFT CORP | $606,366 | $606,366 |
| SYMANTEC CORP | $297,108 | $297,108 |
| MONSANTO CO | $2,727,270 | $2,727,270 |
| DU PONT (E.I.) DE NEMOURS | $1,084,999 | $1,084,999 |
| CELANESE CORP SERIES A | $591,817 | $591,817 |
| DOW CHEMICAL CO/THE | $463,181 | $463,181 |
| MONSANTO CO | $1,165,500 | $1,165,500 |
| FMC CORP | $1,811,040 | $1,811,040 |
| DU PONT (E.I.) DE NEMOURS | $1,624,250 | $1,624,250 |
| POLYONE CORPORATION | $476,518 | $476,518 |
| VULCAN MATERIALS CO | $231,738 | $231,738 |
| BALL CORP | $464,940 | $464,940 |
| JARDEN CORP | $1,380,375 | $1,380,375 |
| GREIF INC CL A | $485,224 | $485,224 |
| COMMERCIAL METALS CO | $522,481 | $522,481 |
| CARPENTER TECHNOLOGY | $336,502 | $336,502 |
| VERIZON COMMUNICATIONS INC | $766,584 | $766,584 |
| AT+T INC | $1,040,279 | $1,040,279 |
| ALLOT COMMUNICATIONS LTD | $290,769 | $290,769 |
| RUCKUS WIRELESS INC | $333,558 | $333,558 |
| LORAL SPACE + COMMUNICATIONS | $375,747 | $375,747 |
| SPRINT CORP | $420,089 | $420,089 |
| PPL CORPORATION | $998,988 | $998,988 |
| ENTERGY CORP | $303,696 | $303,696 |
| GREAT PLAINS ENERGY INC | $1,401,072 | $1,401,072 |
| NRG ENERGY INC | $1,453,232 | $1,453,232 |
| PUBLIC SERVICE ENTERPRISE GP | $1,111,788 | $1,111,788 |
| KONINKLIJKE PHILIPS NVR NY | $462,125 | $462,125 |
| UNILEVER PLC SPONSORED ADR | $350,200 | $350,200 |
| BP PLC SPONS ADR | $1,385,385 | $1,385,385 |
| HSBC HOLDINGS PLC SPONS ADR | $332,985 | $332,985 |
| AEGON N.V. NY REG SHR | $521,665 | $521,665 |
| GLAXOSMITHKLINE PLC SPON ADR | $1,334,750 | $1,334,750 |
| SANOFI ADR | $1,512,366 | $1,512,366 |
| NOVARTIS AG ADR | $1,527,220 | $1,527,220 |
| TEVA PHARMACEUTICAL SP ADR | $1,286,568 | $1,286,568 |
| SANOFI ADR | $1,477,238 | $1,477,238 |
| EMBRAER SA ADR | $389,378 | $389,378 |
| NICE SYSTEMS LTD SPONS ADR | $335,053 | $335,053 |
| BAIDU INC SPON ADR | $6,047,920 | $6,047,920 |
| ARM HOLDINGS PLC SPONS ADR | $3,371,984 | $3,371,984 |
| CRH PLC SPONSORED ADR | $1,111,425 | $1,111,425 |
| NOKIA CORP SPON ADR | $486,600 | $486,600 |
| VODAFONE GROUP PLC SP ADR | $330,204 | $330,204 |
| CAIRN ENERGY PLC UNSPON ADR | $195,264 | $195,264 |
| TEMPLETON GLOBAL BOND FUND/UNI | $22,654,979 | $22,654,979 |
| 2 C AN FIR TREE INT | $81,699 | $81,699 |
| VANGUARD WELLINGTON FUND | $1,220,723 | $1,220,723 |
| VANGUARD WELLESLEY INCOME FUND | $1,103,560 | $1,103,560 |
| LAFAYETTE STRT FD OFFSHORE | $27,254,735 | $27,254,735 |
| PIMCO UNCONSTRAINED BOND FUND | $14,817,056 | $14,817,056 |
| WEXFORD OFFSHORE SPCTRM 00E166 | $223,843 | $223,843 |
| PYRFORD INTERNATIONAL TRUST | $47,421,710 | $47,421,710 |
| HOPLITE OFFSHORE FUND LTD | $6,493,825 | $6,493,825 |
| ACADIAN INT L SMALL CAP FUND | $6,775,968 | $6,775,968 |
| WTC CTF DIVERSIFIED INFLATION | $25,516,205 | $25,516,205 |
| PARAMETRIC EMERGING MARKETS FU | $15,425,152 | $15,425,152 |
| PIMCO MODERATE DURATION FUND | $32,461,766 | $32,461,766 |
| VONTOBEL GLOBAL EMERGING MKTS | $22,551,068 | $22,551,068 |
| SHEPHERD SELECT ASSET LTD | $154,759 | $154,759 |
| FIR TREE INTERNATIONAL VALUE | $9,770,508 | $9,770,508 |
| DODGE AND COX INTERNATIONAL | $39,228,442 | $39,228,442 |
| MARK TO MARKET ADJUSTMENT | $618,816 | $618,816 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,188,799 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,188,799 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,294,998 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,294,998 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | O&G ROYALTY | CategoryOrItemTxt |
| Cost Or Other Basis | $54,160 | CostOrOtherBasisAmt |
| Book Value | $9,224 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TOTAL BEGINNING BOOK VALUE | FMV | ||
| OAKTREE OPPORTUNITIES FUND | FMV | $3,519,320 | $3,519,320 |
| ACCELE VENTURE PARTNERS I LP | FMV | $363,736 | $363,736 |
| JAT CAPITAL OFFSHORE FUND LTD | FMV | $6,812,647 | $6,812,647 |
| SILCHESTER INTL VALUE EQUITY | FMV | $54,355,389 | $54,355,389 |
| PELHAM LONG SHORT FUND LTD | FMV | $9,693,479 | $9,693,479 |
| DAVIDSON KEMPNER INSTITUTIONAL | FMV | $19,025,280 | $19,025,280 |
| HARRISON STRRET REAL ESTATE | FMV | $1,498,587 | $1,498,587 |
| WEXFORD OFFSHORE SPECTRUM FD | FMV | $7,294,132 | $7,294,132 |
| WINDSOR OHIO SPI | FMV | $85,536 | $85,536 |
| RELIANCE INVESTORS LLC SPI | FMV | $74,870 | $74,870 |
| WEXFORD OFFSHORE SPECTRUM FUND | FMV | $227,665 | $227,665 |
| CANADIAN GRIZZLY HOLDINGS SPI | FMV | $244,439 | $244,439 |
| NB SECONDARY OPP FUND III | FMV | $555,763 | $555,763 |
| MONDRIAN FOCUSED EMERGING MARK | FMV | $23,077,434 | $23,077,434 |
| REALITY ASSOCIATES THE | FMV | $2,535,160 | $2,535,160 |
| KING STREET CAPITAL LP | FMV | $18,699,232 | $18,699,232 |
| OZ ASIA OVERSEAS FUND LTD | FMV | $11,324,086 | $11,324,086 |
| ELLIOTT INTERNATIONAL LIMITED | FMV | $22,093,686 | $22,093,686 |
| AURELIUS CAPITAL INTL LTD | FMV | $19,306,215 | $19,306,215 |
| SHEPHERD INVESTMENTS INTL LTD | FMV | $291,007 | $291,007 |
| SHEPHERD INVESTMENT HOLDBACK | FMV | $444,565 | $444,565 |
| SHEPHERD SPECIAL INV HOLDBACK | FMV | $14,043 | $14,043 |
| ANCHORAGE CAPITAL PARTNERS | FMV | $13,780,155 | $13,780,155 |
| MARK TO MARKET ADJUSTMENT | FMV | $804,446 | $804,446 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| AIRCRAFT | $10,681,565 | $9,079,331 | $1,602,234 |
| FENCE | $73,217 | $21,965 | $51,252 |
| ROADS | $191,942 | $76,777 | $115,165 |
| CAPITALIZED INT | $8,901,329 | $1,902,212 | $6,999,117 |
| USC EQUIPMENT | $61,902 | $15,897 | $46,005 |
| BUILDINGS | $143,631,077 | $47,800,235 | $95,830,842 |
| LAND | $9,441,103 | $0 | $9,441,103 |
| FURNITURE | $195,183 | $68,559 | $126,624 |
| COMPUTERS | $2,510,107 | $1,567,341 | $942,766 |
| FINE ARTS | $1,491,683 | $1,021,713 | $469,970 |
| AUTOMOBILES | $2,804,847 | $2,506,735 | $298,112 |
| BUILDINGS 13 | $755,413 | $755,413 | |
| COMPUTERS 13 | $524,228 | $28,912 | $495,316 |
| USC EQUIPMENT 13 | $17,481 | $1,602 | $15,879 |
| EQUIPMENT 13 | $1,723,128 | $84,067 | $1,639,061 |
| LAND 13 | $24,279 | $24,279 | |
| CONST IN PROGRESS | $0 | $0 | |
| CONST IN PROGRESS | $1,411,948 | $0 | $1,411,948 |
| EQUIPMENT | |||
| EQUIPMENT | $22,782,470 | $16,632,566 | $6,149,904 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (7 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EMPLOYEE BENEFIT PLANS | $31,260 | $31,260 |
| EMPLOYEE MATTERS | $9,831 | $9,831 |
| GENERAL MATTERS | $8,127 | $8,127 |
| EMPLOYEE IMMIGRATION SUPPORT | $44,486 | $44,486 |
| INTELLECTUAL PROPERTY/PATENTS | $87,824 | $87,824 |
| REORGANIZATION | $9,665 | $9,665 |
| ACCRUAL TO CASH ADJUSTMENT | -$10,893 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENTS | $388,557 | $388,557 | $388,557 |
| INTEREST/DIVIDENDS RECEIVABLE | $1,104,143 | $993,021 | $993,021 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (30 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| MEMBERSHIPS/DUES | $156,978 | $2,428 | $156,857 | |
| PHOTOGRAPHY/GRAPHIC SUPPLIES | $9,741 | $25,545 | ||
| UNIFORMS/LAUNDRY | $15,362 | $15,575 | ||
| TRAINING/EMPLOYEE RELATIONS | $346,060 | $377,451 | ||
| COMMUNITY SUPPORT | $158,612 | $159,112 | ||
| PROPERTY INSURANCE | $514,498 | $501,580 | ||
| OFFICE/POSTAGE/PHOTCOPIER | $197,982 | $196,153 | ||
| LICENSE/PERMIT/BANK FEES | $61,085 | $53,412 | ||
| CREDIT FACILITY FEES | $61,202 | $58,269 | ||
| MACHINE HIRE/CONTRACT LABOR | $327,232 | $266,926 | ||
| EQUIPMENT MAINT AND REPAIR | $1,235,616 | $1,217,084 | ||
| FACILITY MAINTENANCE & REPAIR | $302,444 | $292,905 | ||
| ROAD/LAND/FENCE MTC & REPAIR | $37,815 | $26,152 | ||
| EQUIPMENT/LAND LEASE | $18,243 | $21,938 | ||
| LAWN/SAFETY SUPPLIES | $65,597 | $57,298 | ||
| MATERIALS & SUPPLIES | $1,671,853 | $1,614,797 | ||
| FOOD SERVICE | $4,577 | $4,697 | ||
| VEHICLE OPERATIONS | $748,255 | $755,695 | ||
| LIBRARY SERVICES | $86,000 | $85,508 | ||
| COMPUTER/TECHNOLOGY | $623,344 | $623,046 | ||
| RECRUITING | $78,653 | $78,590 | ||
| FEED/SEED/FERTILIZER | $274,199 | $335,565 | ||
| VETERINARY | $33,222 | $32,855 | ||
| TESTING/EVALUATION SERVICES | $206,543 | $156,320 | ||
| COOPERATIVE RESEARCH PROGRAM | $813,547 | $702,794 | ||
| NON RESIDENT FELLOWS PROGRAM | $124,812 | $124,812 | ||
| SMALL EQUIPMENT UNDER $5000 | $666,731 | $663,220 | ||
| OTHER K-1 EXPENSES | $615,459 | |||
| LESS EXPENSE ALLOCATED TO PRGM | -$6,273,866 | $6,078,712 | ||
| OIL AND GAS DEPLETION | $49,296 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Royalty Income | $500,272 | $500,272 | |
| Cattle and Pecan and Other Farm Sales | $442,794 | $442,794 | |
| Educational Seminars-Registrations | $21,097 | $21,097 | |
| Other Program Revenue | $5,524,659 | $5,524,659 | |
| Loss on Sale of Exempt Assets | -$31,779 | ||
| Other Portfolio Income | $497,819 | ||
| Class Action Settlements | $235,950 | $235,950 | |
| External Core Service | $90,162 | $90,162 | |
| K-1 Ordinary income | $239,749 | ||
| Recovered Qualifying Distribution | $3,500 | ||
| Other Misc Income |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN UNREALIZED GAIN/LOSS ON INVEST | Description |
| Amount | $143,517,378 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED PENSION COST | $26,403,005 | $8,550,471 |
| ACCRUED POSTRETIREMENT MEDICAL | $24,747,917 | $4,129,726 |
| DEFERRED TAX LIABILITY | $7,000,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGER FEES | $3,980,752 | $3,980,752 | |
| PROFESSIONAL ADVISORY SERVICES | $1,163,368 | $1,163,368 | |
| ACCRUAL TO CASH ADJUSTMENT | $25,260 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | Net Investment IncomeNetInvestmentIncomeAmt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES-INT'L INVESTMENT | $479,876 | ||
| 990PF EXCISE TAX | $1,123,989 | ||
| 720 EXCISE TAX | $2,037 | $2,037 | |
| DEFERRED TAX EXPENSE | $7,000,000 |
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