CUESTA FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CUESTA FOUNDATION INC (EIN 73-6091550)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201433189349101503
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T13:47:54-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731312422 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLE & REED PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 COUCH DR | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731022251 | 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 | 736091550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CUESTA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CUES | BusinessNameControlTxt |
| Phone | 4057555571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 NW 122ND STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE D | AddressLine2 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731201955 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG OLIPHANT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4057555571 | PhoneNum |
| Signature | 2014-10-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLAN WRIGHT | PreparerPersonNm |
| PTIN | P00112450 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2014-11-13 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,847,191 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $61,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,299 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,113 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,356,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $162,744 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$90 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $223,322 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,043 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $64,620 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,416 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,204 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $906 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $906 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,422 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,110 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $220,032 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,422 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,621 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $97,269 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $187,966 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $187,966 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,284,624 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,545,969 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,545,969 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $580,820 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $58,289 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $58,289 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,617,498 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,054,861 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,054,861 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $106 | OtherAssetsBOYAmt |
| Other Assets EOY | $106 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $106 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,580,317 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,847,191 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,847,191 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,580,317 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,847,191 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,580,317 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,847,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,580,317 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,847,191 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,580,317 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,290 | ExcessRevenueOverExpensesAmt |
| Other Increases | $267,056 | OtherIncreasesAmt |
| Subtotal | $3,850,663 | SubtotalAmt |
| Other Decreases | $3,472 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,847,191 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SMITH BARNEY 318-119663-235 ST - SEE | P | 2013-01-01 | 2013-12-31 | $1,287,202 | $1,264,500 | $22,702 | $22,702 |
| SMITH BARNEY 318-119663-235 LT - SEE | P | 2011-11-11 | 2013-12-31 | $2,069,353 | $1,928,600 | $140,753 | $140,753 |
| BOKF PRIVATE EQUITY ST - SEE K-1 | P | 2013-01-01 | 2013-12-31 | $389 | -$389 | -$389 | |
| BOKF PRIVATE EQUITY LT - SEE K-1 | P | 2011-12-15 | 2013-12-31 | $322 | -$322 | -$322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $162,744 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $22,313 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $132,390 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,427,442 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038626 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $65,315 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,472,144 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018811 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $166,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,304,808 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050366 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $274,591 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,089,705 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088873 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $256,627 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,393,071 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058416 | DistributionYr5Rt |
| Total Distribution | 0.255092 | TotalDistributionRt |
| Average Distribution | 0.051018 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,633,815 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $185,390 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,726 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $187,116 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $168,610 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,452 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,452 | SubtotalAmt |
| Tax Based On Investment Income | $3,452 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,881 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,881 | TotalPaymentsAndCreditsAmt |
| Tax Due | $571 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION MANAGEMENT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4057555571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 NW 122 SUITE D | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731201955 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARLINE OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ERIC OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE, PRE | 1.00 | $0 | $0 | $0 |
| GREG OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE, VP | 1.00 | $0 | $0 | $0 |
| THOMAS OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMIE OLIPHANT | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KARI KOSTER | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SHERRIE SCHROEDER | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,504,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $106 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,689,152 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,689,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,337 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,633,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,452 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,452 | TotalTaxAmt |
| Distributable Before Adj | $178,239 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $178,239 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $178,239 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,610 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $168,610 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $168,610 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $178,239 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $167,793 | UndistributedIncomePYAmt |
| Qualifying Distributions | $168,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $167,793 | AppliedToYear1Amt |
| Applied To Current Year | $817 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $177,422 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CUESTA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FOUNDATION MANAGEMENT INC | AddressLine1 |
| Address Line2 | 2932 NW 122ND STREET SUITE D | AddressLine2 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731201955 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4057555571 | RecipientPhoneNum |
| Form And Info And Materials | ONLINE GRANT APPLICATION AVAILABLE AT WWW.FOUNDATIONMANAGEMENTINC.COM/FOUNDATIONS/. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 15 | SubmissionDeadlinesTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVANTAGE LAFORTUNE PARK TENNIS | |||||||
| 5302 S HUDSON | TULSA | OK | 74135 | NONE | 501C3 | DISCRETIONARY GRANT - UNRESTRICTED | $1,500 |
| ARTS & HUMANITIES COUNCIL OF TULSA | |||||||
| 2210 S MAIN | TULSA | OK | 74114 | NONE | 501C3 | CAMPAIGN FOR THE HARDESTY ARTS CENTE | $10,000 |
| CENTER FOR INDIVIDUALS PHYSICAL CHA | |||||||
| 815 S UTICA | TULSA | OK | 74104 | 501C3 | REHABILITATIVE FITNESS | $5,000 | |
| CHILD ABUSE NETWORK | |||||||
| 2829 S SHERIDAN AVE | TULSA | OK | 74129 | NONE | 501C3 | CHILD ABUSE MULTIDISCIPLINARY TEAM | $2,500 |
| COUNSELING AND RECOVERY SERVICES | |||||||
| 7010 S YALE 215 | TULSA | OK | 74012 | 501(C)(3) | CALM CENTER | $3,500 | |
| CROSSTOWN LEARNING CENTER | |||||||
| 2501 E ARCHER ST | TULSA | OK | 74110 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATING EXP | $20,000 |
| CROSSTOWN LEARNING CENTER | |||||||
| 2501 E ARCHER ST | TULSA | OK | 74110 | NONE | 501C3 | DISCRETIONARY GRANT- OLD BAGS SCHOLA | $2,500 |
| DOMESTIC VIOLENCE INTERVENTION SERV | |||||||
| 4300 S HARVARD AVE | TULSA | OK | 74135 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $3,500 |
| FAMILY & CHILDREN'S SERVICES INC | |||||||
| 650 S PEORIA | TULSA | OK | 74120 | 501C3 | UNRESTRICTED | $3,000 | |
| FIRST PERSON CARE CLINIC | |||||||
| 1200 S 4TH ST | LAS VEGAS | NV | 89104 | 501C3 | DISCRETIONARY - OPERATIONAL SUPPORT | $5,000 | |
| IRON GATE AT TRINITY INC | |||||||
| 501 S CINCINNATI AVE | TULSA | OK | 74104 | NONE | 501C3 | FEEDING HUNGRY FAMILIES | $5,000 |
| LIVING ARTS | |||||||
| 307 E BRADY ST | TULSA | OK | 74120 | 501C3 | DISCRETIONARY - WARD BUILDING PROJEC | $10,000 | |
| OKLAHOMA AQUARIUM FOUNDATION | |||||||
| PO BOX 910 | JENKS | OK | 74037 | NONE | 501C3 | SEA TURTLE EXPERIENCE EXHIBIT | $10,000 |
| OKLAHOMA CENTENNIAL BOTANICAL GARDE | |||||||
| 2 WEST 6TH STREET | TULSA | OK | 74119 | NONE | 501C3 | DISCRETIONARY GRANT - FUNDS DRIVE | $1,500 |
| OKLAHOMA CENTER FOR NONPROFITS | |||||||
| 1145 S UTICA AVE | TULSA | OK | 74014 | NONE | 501C3 | TULSA CAPACITY BLDG PROGRAM | $5,000 |
| PLANNED PARENTHOOD OF AR AND OK | |||||||
| 1171 7TH ST | DES MOINES | IA | 50314 | 501C3 | HEALTH SERVICES FOR LOW-INCOME WOMEN | $2,500 | |
| PLOWSHARES INSTITUTE | |||||||
| PO BOX 243 | SIMSBURY | CT | 06070 | NONE | 501C3 | PEACE THROUGH YOUTH | $10,000 |
| TULSA ADVOCATES FOR PROTECTION CHIL | |||||||
| PO BOX 14044 | TULSA | OK | 74159 | 501C3 | LAURA DESTER SHELTER GENERAL SUPPORT | $3,500 | |
| TULSA CHILDRENS MUSEUM | |||||||
| PO BOX 701620 | TULSA | OK | 74170 | NONE | 501C3 | SUPPORT FOR GALA | $2,500 |
| TULSA CHILDRENS MUSEUM | |||||||
| PO BOX 701620 | TULSA | OK | 74170 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATING EXP | $10,000 |
| TULSA DAY CENTER FOR THE HOMELESS | |||||||
| 415 WEST ARCHER | TULSA | OK | 74103 | NONE | 501C3 | EVICTION PREVENTION PROGRAM | $5,000 |
| TULSA ZOO FRIENDS INC | |||||||
| 6421 EAST 36TH STREET NOR | TULSA | OK | 74115 | NONE | 501C3 | DISCRETIONARY - WALTZ ON THE WILD | $7,000 |
| TULSA ZOO FRIENDS INC | |||||||
| 6421 EAST 36TH STREET NOR | TULSA | OK | 74115 | NONE | 501C3 | AFRICAN PLAINS: RHINOS EXHIBIT | $10,000 |
| UNIVERSITY OF TULSA FOUNDATION | |||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | NONE | 501C3 | OLIPHANT HALL ENDOWMENT | $10,000 |
| UNIVERSITY OF TULSA FOUNDATION | |||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | NONE | 501C3 | A.G. OLIPHANT PRESIDENTIAL SCHOLARSH | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,299 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,744 | ExclusionAmt |
| Related Or Exempt Function Incm | -$631 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSSES FROM K-1 | Desc |
| Related Or Exempt Function Incm | -$90 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $224,043 | ExclusionAmt |
| Related Or Exempt Function Incm | -$721 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,322 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (7 entries)
| ARLINE OLIPHANT |
| ERIC OLIPHANT |
| GREG OLIPHANT |
| THOMAS OLIPHANT |
| JAMIE OLIPHANT |
| KARI KOSTER |
| SHERRIE SCHROEDER |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| POWERSHARES ST - SEE K-1 | 2013-01 | PURCHASE | 2013-12 | $36 | -$36 |
| POWERSHARES LT - SEE K-1 | 2012-12 | PURCHASE | 2013-12 | $595 | -$595 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND INVESTMENT | BondNm |
| EOY Book Value | $58,289 | EOYBookValueAmt |
| EOYFMV | $58,289 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SMITH BARNEY - CORPORATE STOCK | StockNm |
| EOY Book Value | $2,545,969 | EOYBookValueAmt |
| EOYFMV | $2,545,969 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BOKF PRIVATE EQUITY LTD PARTNERSHIP | FMV | $93,396 | $93,396 |
| SMITH BARNEY MUTUAL FUNDS | FMV | $961,465 | $961,465 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORGANIZATIONAL EXPENSE | Desc |
| BOY Book Value | $106 | BOYBookValueAmt |
| EOY Book Value | $106 | EOYBookValueAmt |
| EOYFMV | $106 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DISALLOWED LOSSES WASH SALES | Description |
| Amount | $3,472 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $761 | $761 |
| MEETING EXPENSE | $126 | $126 |
| OFFICE EXPENSE | $19 | $19 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSSES FROM K-1 | Desc |
| Revenue And Expenses Per Books | -$90 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS/LOSS ON INVESTMENTS | Description |
| Amount | $267,056 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $20,004 | $8,000 | $12,004 |
| PORTFOLIO MANAGEMENT FEES | $43,416 | $43,416 | |
| OTHER PROFESSIONAL FEES | $1,200 | $1,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES & ADR FEES | CategoryTxt |
| Amt | $6 | Amt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
Comments