E L AND THELMA GAYLORD FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- E L AND THELMA GAYLORD FOUNDATION (EIN 73-1463569)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201303179349100780
- Schema version
- 2012v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T14:43:54-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731413977 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 BROADWAY EXTENSION SUITE 300 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731463569 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EL AND THELMA GAYLORD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELAN | NameControl |
| Phone | 4054753200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 WATERFORD BOULEVARD SUITE 350 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73118 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTY GAYLORD EVEREST | Name |
| Title | TRUSTEE | Title |
| Phone | 4054753200 | Phone |
| Date Signed | 2013-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BOB L SLOVACEK | Name |
| PTIN | P00536174 | PTIN |
| Phone | 4058482020 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 215847570 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 8943158 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1286 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1286 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 7295203 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7230788 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3909987 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 19573822 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3909987 | CapitalGainNetIncmNetInvstIncm |
| Other Income Net Invst Incm | -40761 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 20149634 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11101300 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 182500 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 75000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 107500 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 118249 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 29562 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 88687 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 2927 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 732 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 2195 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 4910 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 4910 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 35850 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 27350 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 8500 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 115593 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 83157 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 32436 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 79698 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2188 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 6565 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 30176 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 29893 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 0 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 8034 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 0 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15782 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 623612 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 222899 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 245883 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 6516447 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 6516447 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 7140059 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 222899 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 6762330 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 13009575 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10878401 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -1 | CashEOY |
| Cash EOYFMV | -1 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 29706547 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 38531852 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 38531852 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 45000 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 87960 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 87960 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 5085173 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 2002149 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 2012752 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 101124923 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 104571531 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 127440709 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 31672116 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 34514204 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 34815831 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 10623960 | InvestmentsOtherBOY |
| Investments Other EOY | 11345332 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 12588877 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 399766 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 30176 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 0 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 369590 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 369590 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 155555 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 178413274 | TotalAssetsBOY |
| Total Assets EOY | 191422617 | TotalAssetsEOY |
| Total Assets EOYFMV | 215847570 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 517 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 285 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 517 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 285 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 125457383 | CapitalStockBOY |
| Capital Stock EOY | 134400541 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 52955374 | RetainedEarningsBOY |
| Retained Earnings EOY | 57021791 | RetainedEarningsEOY |
| Total Net Assets BOY | 178412757 | TotalNetAssetsBOY |
| Total Net Assets EOY | 191422332 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 178413274 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 191422617 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 178412757 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 13009575 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 191422332 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 191422332 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 17999621 | 15663835 | 2335786 | 2335786 | |
| CAPITAL GAINS DIVIDENDS | 1574201 | 1574201 | 1574201 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3909987 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7975938 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 179566757 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044418 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 18059972 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 183239296 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.098559 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 8737935 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 167151798 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.052275 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 9199536 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 196878656 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046727 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 7883490 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 227978621 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.034580 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.276559 | TotalDistributionRatio |
| Average Distribution Ratio | 0.055312 | AverageDistributionRatio |
| Net Noncharitable Assets | 192452005 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 10644905 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 108784 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 10753689 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 6762330 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 217568 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 217568 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 217568 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 70960 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 193000 | TaxPaidWithExtension |
| Total Credits And Payments | 263960 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 3744 | PenaltyForUnderpayment |
| Overpayment | 42648 | Overpayment |
| Amount Credited To Next Year | 42648 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OK | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.GAYLORDFOUNDATION.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E L AND THELMA GAYLORD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4054753200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 WATERFORD BOULEVARD SUITE 350 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| CHRISTY GAYLORD EVEREST | ||||||||
| 6608 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73116 | CO-TRUSTEE | 3.00 | 12500 | 0 | 0 |
| DAVID O HOGAN | ||||||||
| 4626 E 54TH ST 226 | TULSA | OK | 74135 | CO-TRUSTEE | 10.00 | 150000 | 0 | 0 |
| MARY GAYLORD MCCLEAN | ||||||||
| PO BOX 100 | SIMPSONVILLE | KY | 40067 | CO-TRUSTEE | 3.00 | 10000 | 0 | 0 |
| LOUISE GAYLORD BENNETT | ||||||||
| 1604 DORCHESTER DR | OKLAHOMA CITY | OK | 73120 | CO-TRUSTEE | 3.00 | 10000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 154242468 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 33547660 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 7592618 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 195382746 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 195382746 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2930741 | CashDeemedCharitable |
| Net Noncharitable Assets | 192452005 | NetNoncharitableAssets |
| Minimum Investment Return | 9622600 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 9622600 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 217568 | TaxBasedOnInvestmentIncome |
| Total Tax | 217568 | TotalTax |
| Distributable Amount Before Adj | 9405032 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 9405032 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 9405032 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 6762330 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 6762330 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 6762330 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 9405032 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 2909122 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 7975938 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 10885060 | TotalExcessDistriCarryover |
| Qualifying Distributions | 6762330 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 6762330 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 9405032 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 9405032 | ExcessDistriCyovAppliedCY |
| Total Corpus | 8242358 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 8242358 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 712360 | ExcessFromYear4 |
| Excess From Year3 | 510396 | ExcessFromYear3 |
| Excess From Year2 | 340642 | ExcessFromYear2 |
| Excess From Year1 | 1589284 | ExcessFromYear1 |
| Excess From Current Year | 6762330 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MRS CHRISTINE EVEREST CO-TRUSTEE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 WATERFORD BOULEVARD SUITE 350 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4054753200 | RecipientPhoneNumber |
| Form And Info And Materials | PROPOSALS TO THE E.L. AND THELMA GAYLORD FOUNDATION ARE INITIATED THROUGH OUR ONLINE GRANT REQUEST SYSTEM AT WWW.GAYLORDFOUNDATION.COM/APPLICATION. TO BE CONSIDERED, PLEASE SUBMIT A LETTER OF INQUIRY BY JANUARY 15TH OR JULY 15TH. AFTER REVIEW, WE WILL CONTACT YOU REGARDING THE STATUS OF YOUR REQUEST. YOU MAY BE INVITED TO SUBMIT AN APPLICATION. IF YOU ENCOUNTER ANY DIFFICULTY OR HAVE A QUESTION REGARDING THIS PROCESS, PLEASE CONTACT: LINDA WALKER BROWN, DIRECTOR OF ADMINISTRATION 405.607.6301 LBROWN@GAYLORDFOUNDATION.ORG | FormAndInfoAndMaterials |
| Submission Deadlines | JANUARY 15TH OR JULY 15TH | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (91 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 12 RECOVERY FOUNDATION INC | |||||||
| 5905 N BARNES | OKLAHOMA CITY | OK | 73112 | NONE | PUBLIC | GENERAL OPERATIONS | $2,000 |
| A CHANCE TO CHANGE FOUNDATION | |||||||
| 5228 CLASSEN CIRCLE | OKLAHOMA CITY | OK | 73118 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| ALLIED ARTS | |||||||
| 1015 N BROADWAY AVE 200 | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC | GENERAL OPERATIONS | $50,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 2123 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73106 | NONE | PUBLIC | GENERAL OPERATIONS | $37,000 |
| ANIMAL RESCUE FRIENDS INC | |||||||
| 1009 NORTHWEST 75TH STREET | NICHOLS HILLS | OK | 73116 | NONE | PUBLIC | GENERAL OPERATIONS | $35,000 |
| ARTHRITIS FOUNDATION | |||||||
| 710 WILSHIRE CREEK BLVD | OKLAHOMA CITY | OK | 73116 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| ARTS & HUMANITIES COUNCIL OF OKLAHOMA | |||||||
| 400 W CALIFORNIA AVE | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC | GENERAL OPERATIONS | $20,000 |
| ASHEVILLE SCHOOL | |||||||
| 360 ASHEVILLE SCHOOL ROAD | ASHEVILLE | NC | 28806 | NONE | PUBLIC | GENERAL OPERATIONS | $100,000 |
| BIG BROTHERS BIG SISTERS OF OKLAHOMA | |||||||
| 224 NW 10TH ST | OKLAHOMA CITY | OK | 73103 | NONE | PUBLIC | GENERAL OPERATIONS | $15,000 |
| CALM WATERS | |||||||
| 4334 NW EXPY 101 | OKLAHOMA CITY | OK | 73116 | NONE | PUBLIC | GENERAL OPERATIONS | $20,000 |
| CANTERBURY CHORAL SOCIETY | |||||||
| 428 W CALIFORNIA AVE | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| CARE CENTER | |||||||
| PO BOX 1125 | OKLAHOMA CITY | OK | 73101 | NONE | PUBLIC | GENERAL OPERATIONS | $50,000 |
| CASADY SCHOOL | |||||||
| 9500 N PENNSYLVANIA AVE | THE VILLAGE | OK | 73120 | NONE | PUBLIC | GENERAL OPERATIONS | $525,000 |
| CELEBRATIONS PRESCHOOL INC | |||||||
| 944 SW 59TH ST | OKLAHOMA CITY | OK | 73109 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 1200 CHILDRENS AVE | OKLAHOMA CITY | OK | 73104 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| CHILDREN'S MEDICAL RESEARCH | |||||||
| 800 RESEARCH PARKWAY 150 | OKLAHOMA CITY | OK | 73104 | NONE | PUBLIC | GENERAL OPERATIONS | $225,000 |
| CITIZENS CARING FOR CHILDREN | |||||||
| 45 NE 50TH ST | OKLAHOMA CITY | OK | 73105 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| CIVIC CENTER FOUNDATION | |||||||
| 201 N WALKER AVE | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC | GENERAL OPERATIONS | $25,000 |
| CLAREHOUSE | |||||||
| 7617 S MINGO ROAD | TULSA | OK | 74133 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| D-DENT INC | |||||||
| 6430 N WESTERN SUITE 200 | OKLAHOMA CITY | OK | 73116 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| DEAN MCGEE EYE INSTITUTE | |||||||
| 608 STANTON L YOUNG BLVD | OKLAHOMA CITY | OK | 73104 | NONE | PUBLIC | GENERAL OPERATIONS | $250,000 |
| DOMESTIC VIOLENCE INTERVENTION | |||||||
| 3815 N SANTA FE AVE | OKLAHOMA CITY | OK | 73118 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| EXECUTIVE SERVICE CORPS OF CENTRAL OKLA | |||||||
| 600 N WALKER AVE | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| FAMILY PROMISE INC | |||||||
| 1900 NE 36TH ST 100G | OKLAHOMA CITY | OK | 73111 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| FIRST PRESBYTERIAN CHURCH OF EDMOND | |||||||
| 1001 S RANKIN ST | EDMOND | OK | 73034 | NONE | PUBLIC | GENERAL OPERATIONS | $6,000 |
| FOUNDATION FOR OKC PUBLIC SCHOOLS | |||||||
| 5225 N SHARTEL AVE 201 | OKLAHOMA CITY | OK | 73118 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| FREE FOOD PANTRY | |||||||
| 800 WEST CALIFORNIA AVE | OKLAHOMA CITY | OK | 73106 | NONE | PUBLIC | GENERAL OPERATIONS | $2,000 |
| FREE TO LIVE INCORPORATED | |||||||
| PO BOX 5884 | EDMOND | OK | 73083 | NONE | PUBLIC | GENERAL OPERATIONS | $4,500 |
| GEORGE W BUSH FOUNDATION | |||||||
| 2943 SMU BLVD | DALLAS | TX | 75205 | NONE | PUBLIC | GENERAL OPERATIONS | $150,000 |
| GIRLS SCOUTS - WESTERN OKLAHOMA | |||||||
| 6100 N ROBINSON | OKLAHOMA CITY | OK | 73118 | NONE | PUBLIC | GENERAL OPERATIONS | $50,000 |
| HEARTLINE INC | |||||||
| PO BOX 12832 | OKLAHOMA CITY | OK | 73157 | NONE | PUBLIC | GENERAL OPERATIONS | $20,000 |
| I2E INC | |||||||
| 840 RESEARCH PARKWAY | OKLAHOMA CITY | OK | 73104 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| INFANT CRISIS SERVICES INC | |||||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | NONE | PUBLIC | GENERAL OPERATIONS | $25,000 |
| KEYSTONE ADVENTURE SCHOOL & FARM | |||||||
| 19201 N WESTERN AVE | EDMOND | OK | 73012 | NONE | PUBLIC | GENERAL OPERATIONS | $20,000 |
| LAST FRONTIER COUNCIL - BSA | |||||||
| 3031 NW 64TH STREET | OKLAHOMA CITY | OK | 73116 | NONE | PUBLIC | GENERAL OPERATIONS | $106,520 |
| LOVE OKC | |||||||
| 760 E BRITTON RD | OKLAHOMA CITY | OK | 73114 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 5201 N SHARTEL AVE | OKLAHOMA CITY | OK | 73118 | NONE | PUBLIC | GENERAL OPERATIONS | $30,000 |
| MCCALLS CHAPEL SCHOOL INC | |||||||
| 13546 CR 3600 | ADA | OK | 74820 | NONE | PUBLIC | GENERAL OPERATIONS | $71,760 |
| MEALS ON WHEELS | |||||||
| 201 S 6TH ST | KINGFISHER | OK | 73750 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| MERCY HEALTH CENTER FOUNDATION | |||||||
| 655 MARYVILLE CENTRE DRIVE | ST LOUIS | MO | 63141 | NONE | PUBLIC | GENERAL OPERATIONS | $50,000 |
| NEIGHBOR FOR NEIGHBOR | |||||||
| 505 EAST 36TH ST N | TULSA | OK | 74106 | NONE | PUBLIC | GENERAL OPERATIONS | $1,500 |
| OK STATE REGENTS FOR HIGHER EDUCATION | |||||||
| 655 RESEARCH PARKWAY SUITE 200 | OKLAHOMA CITY | OK | 73104 | NONE | PUBLIC | GENERAL OPERATIONS | $2,000 |
| OKLAHOMA AQUARIUM FOUNDATION | |||||||
| 300 AQUARIUM DR | JENKS | OK | 74037 | NONE | PUBLIC | GENERAL OPERATIONS | $30,000 |
| OKLAHOMA CASA | |||||||
| 5905 CLASSEN CT 302 | OKLAHOMA CITY | OK | 73118 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| OKLAHOMA CHRISTIAN UNIVERSITY | |||||||
| 2501 E MEMORIAL RD | EDMOND | OK | 73136 | NONE | PUBLIC | GENERAL OPERATIONS | $1,500 |
| OKLAHOMA CITY BALLET | |||||||
| 7421 N CLASSEN BLVD | OKLAHOMA CITY | OK | 73116 | NONE | PUBLIC | GENERAL OPERATIONS | $25,000 |
| OKLAHOMA CITY BOATHOUSE FOUNDATION | |||||||
| 725 S LINCOLD BLVD | OKLAHOMA CITY | OK | 73129 | NONE | PUBLIC | GENERAL OPERATIONS | $100,000 |
| OKLAHOMA CITY EDUCARE | |||||||
| 500 SE GRAND BLVD | OKLAHOMA CITY | OK | 73129 | NONE | PUBLIC | GENERAL OPERATIONS | $250,000 |
| OKLAHOMA CITY MUSEUM OF ART | |||||||
| 415 COUCH DR | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC | GENERAL OPERATIONS | $50,000 |
| OKLAHOMA CITY NATIONAL MEMORIAL | |||||||
| 620 N HARVEY AVE | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC | GENERAL OPERATIONS | $200,000 |
| OKLAHOMA CITY PUBLIC SCHOOLS | |||||||
| 900 N KLEIN AVE | OKLAHOMA CITY | OK | 73106 | NONE | PUBLIC | GENERAL OPERATIONS | $25,000 |
| OKLAHOMA FOUNDATION FOR EXCELLENCE | |||||||
| 120 N ROBINSON DRIVE | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| OKLAHOMA FOUNDATION FOR THE DISABLED | |||||||
| 8421 N WALKER AVE | OKLAHOMA CITY | OK | 73114 | NONE | PUBLIC | GENERAL OPERATIONS | $15,000 |
| OKLAHOMA GOODWILL INDUSTRIES | |||||||
| 316 S BLACKWELDER AVE | OKLAHOMA CITY | OK | 73108 | NONE | PUBLIC | GENERAL OPERATIONS | $100,000 |
| OKLAHOMA OUTREACH FOUNDATION | |||||||
| 720 W WILSHIRE BLVD STE 101-A | OKLAHOMA CITY | OK | 73116 | NONE | PUBLIC | GENERAL OPERATIONS | $50,000 |
| OKLAHOMA RIVER ENDOWMENT FOUNDATION | |||||||
| 725 S LINCOLD BLVD | OKLAHOMA CITY | OK | 73129 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 400 S MONROE ST | STILLWATER | OK | 74074 | NONE | PUBLIC | GENERAL OPERATIONS | $200,000 |
| OMRF | |||||||
| 825 NE 13TH ST | OKLAHOMA CITY | OK | 73104 | NONE | PUBLIC | GENERAL OPERATIONS | $1,000,000 |
| OPERATION AWARE | |||||||
| 7226 E 41ST ST | TULSA | OK | 74145 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| OU FOUNDATION INC | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | NONE | PUBLIC | GENERAL OPERATIONS | $7,500 |
| POSITIVE TOMORROWS | |||||||
| PO BOX 61190 | OKLAHOMA CITY | OK | 73146 | NONE | PUBLIC | GENERAL OPERATIONS | $20,000 |
| POSSIBILITIES | |||||||
| 621 NW 20TH ST | OKLAHOMA CITY | OK | 73103 | NONE | PUBLIC | GENERAL OPERATIONS | $15,000 |
| RAINBOW FLEET | |||||||
| 3024 PASEO | OKLAHOMA CITY | OK | 73103 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| REDEEMING THE FAMILY | |||||||
| PO BOX 8073 | EDMOND | OK | 73083 | NONE | PUBLIC | GENERAL OPERATIONS | $15,000 |
| SADDLEBRED RESCUE INC | |||||||
| 6 MEADOW CLIFF LANE | HARDWICK | NJ | 07825 | NONE | PUBLIC | GENERAL OPERATIONS | $9,648 |
| SAINT SIMEON'S FOUNDATION | |||||||
| 3701 MARTIN LUTHER KING JR BLVD | TULSA | OK | 74106 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| SCHOOLS FOR HEALTHY LIFESTYLES | |||||||
| 500 N BROADWAY STE 225 | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| SMITHSONIAN INSTITUTION TRAVELING EXHIBIT | |||||||
| 470 LENFANT PLAZA SW SUITE 7103 | WASHINGTON | DC | 20024 | NONE | PUBLIC | GENERAL OPERATIONS | $250,000 |
| SPECIAL CARE | |||||||
| 12201 N WESTERN AVE | OKLAHOMA CITY | OK | 73114 | NONE | PUBLIC | GENERAL OPERATIONS | $50,000 |
| STREET SCHOOL | |||||||
| 1135 S YALE AVE | TULSA | OK | 74112 | NONE | PUBLIC | GENERAL OPERATIONS | $20,000 |
| SUNBEAM FAMILY SERVICES | |||||||
| 616 NW 21ST ST | OKLAHOMA CITY | OK | 73103 | NONE | PUBLIC | GENERAL OPERATIONS | $300 |
| TEACH FOR AMERICA - OKLAHOMA | |||||||
| 730 W WILSHIRE BLVD | OKLAHOMA CITY | OK | 73116 | NONE | PUBLIC | GENERAL OPERATIONS | $100,000 |
| TEEN ROUND-UP | |||||||
| 5101 S SENATOR HWY | PRESCOTT | AZ | 86303 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| THE BRIDGES FOUNDATION | |||||||
| 1345 N LEWIS AVE | TULSA | OK | 74110 | NONE | PUBLIC | GENERAL OPERATIONS | $1,750 |
| THE CENTER FOR INDIVIDUALS WITH PHYSICAL | |||||||
| 815 S UTICA AVE | TULSA | OK | 74104 | NONE | PUBLIC | GENERAL OPERATIONS | $15,700 |
| THE CHILDREN'S CENTER | |||||||
| 6800 NORTHWEST 39TH EXPY | BETHANY | OK | 73008 | NONE | PUBLIC | GENERAL OPERATIONS | $40,000 |
| THE EDUCATION & EMPLOYMENT MINISTRY | |||||||
| 14 NE 13TH ST | OKLAHOMA CITY | OK | 73104 | NONE | PUBLIC | GENERAL OPERATIONS | $20,000 |
| THE LITTLE LIGHT HOUSE | |||||||
| 5120 E 36TH ST | TULSA | OK | 74135 | NONE | PUBLIC | GENERAL OPERATIONS | $50,000 |
| THE NEIGHBORHOOD ALLIANCE | |||||||
| 1236 NW 36TH ST | OKLAHOMA CITY | OK | 73118 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| THE PARENT CHILD CENTER OF TULSA | |||||||
| 1421 S BOSTON AVE | TULSA | OK | 74119 | NONE | PUBLIC | GENERAL OPERATIONS | $20,000 |
| THE SALVATION ARMY OF CENTRAL OKLAHOMA | |||||||
| 311 SW 5TH ST | OKLAHOMA CITY | OK | 73109 | NONE | PUBLIC | GENERAL OPERATIONS | $100,000 |
| THE SILENCE FOUNDATION | |||||||
| PO BOX 12291 | OKLAHOMA CITY | OK | 73157 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| TULSA CASA INC | |||||||
| 700 S BOSTON AVE | TULSA | OK | 74119 | NONE | PUBLIC | GENERAL OPERATIONS | $3,000 |
| TULSA HISTORICAL SOCIETY | |||||||
| 2445 S PEORIA AVE | TULSA | OK | 74114 | NONE | PUBLIC | GENERAL OPERATIONS | $10,000 |
| UNITED WAY OF CENTRAL OKLAHOMA | |||||||
| 1444 NW 28TH ST | OKLAHOMA CITY | OK | 73106 | NONE | PUBLIC | GENERAL OPERATIONS | $533,659 |
| UNIVERSITY OF CENTRAL OKLAHOMA | |||||||
| 100 N UNIVERSITY DR | EDMOND | OK | 73034 | NONE | PUBLIC | GENERAL OPERATIONS | $10,110 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | NONE | PUBLIC | GENERAL OPERATIONS | $25,000 |
| VARIETY CARE FOUNDATION | |||||||
| 300 N GRAND BLVD | OKLAHOMA CITY | OK | 73107 | NONE | PUBLIC | GENERAL OPERATIONS | $50,000 |
| YOUTH SERVICES OF TULSA | |||||||
| 311 S MADISON AVE | TULSA | OK | 74120 | NONE | PUBLIC | GENERAL OPERATIONS | $25,000 |
| YWCA OF OKLAHOMA CITY | |||||||
| 2460 W I-44 SERVICE RD | OKLAHOMA CITY | OK | 73112 | NONE | PUBLIC | GENERAL OPERATIONS | $1,000,000 |
| YWCA OF TULSA | |||||||
| 1910 S LEWIS AVE 200 | TULSA | OK | 74104 | NONE | PUBLIC | GENERAL OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 6516447 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,286 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,295,203 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,909,987 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME/(LOSS) FROM PARTNERSHIP PASSTHROUGHS | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $0 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $11,206,476 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 11206476 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | THE OKLAHOMAN FOUNDATION | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6305 WATERFORD BOULEVARD SUITE 350 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 8943158 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PREPARATION OF TAX RETURNS | $8,500 | 0 | 8500 |
| PREPARATION OF FINANCIAL STATEMENTS | $27,350 | 27350 | 0 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION HEREBY MAKES THIS ELECTION WITH RESPECT TO THE $6,599,888 SHOWN ON F990-PF(2012), PART XIII, LINE 4(C), COLUMN (A). | Election |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (6 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ACCRUED INTEREST | 0 | 237382 |
| CORPORATE FIXED INCOME | 12401827 | 11842240 |
| INTERNATIONAL FIXED INCOME | 6359105 | 6712077 |
| OTHER EQUITIIES: HIGH YIELD FIXED INCOME | 9917739 | 10226961 |
| PURCHASED INTEREST | 7570 | 0 |
| TAXABLE BOND FUNDS | 5827963 | 5797171 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (18 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN TRAILERS WORKS STOCK | 591521 | 1243000 |
| ASHFORD HOSPITALITY | 49662 | 126250 |
| CARDSTAR, INC. | 0 | 0 |
| CBS CORP NEW CLASS B | 1377159 | 4349800 |
| CIT GROUP, INC. | 57271 | 62790 |
| FSP MONUMENT CIRCLE | 293695 | 300000 |
| FSP UNION CENTRE CORP | 768510 | 784000 |
| OTHER EQUITIES: JP MORGAN LARGE CAP | 250265 | 284315 |
| OTHER EQUITIES: JP MORGAN MID CAP | 17337591 | 20370816 |
| OTHER EQUITIES: JP MORGAN SMALL CAP | 17725673 | 19890522 |
| OTHER EQUITIES: SMITH BARNEY MID CAP | 6208763 | 8825854 |
| OTHER EQUITIES: SMITH BARNEY SMALL CAP | 2927865 | 4308012 |
| OTHER EQUITIIES: INTERNATIONAL EQUITIES | 36816442 | 36604284 |
| OTHER EQUITIIES: SMITH BARNEY LARGE CAP | 6315866 | 7526630 |
| RYMAN HOSPITALITY | 12776299 | 19844206 |
| SECURITY DEVICES INTERNATIONAL | 250000 | 250000 |
| SPYDRSAFE MOBILE SECURITY | 75000 | 75000 |
| VIACOM INC NEW CLASS B | 749949 | 2595230 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 2002149 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 2012752 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| AMERICAN TRAILERS NOTE RECEIVABLE | AT COST | 409478 | 409500 |
| PARTNERSHIPS | AT COST | 3648203 | 4077010 |
| REAL ESTATE INVESTMENTS | AT COST | 4612776 | 5382567 |
| REAL ESTATE PARTNERSHIPS | AT COST | 2674875 | 2719800 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $4,910 | Amount |
| Net Investment Income | 4910 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONSTRUCTION IN PROGRESS | Description |
| BOY Book Value | 155555 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE | 1850 | 0 | 0 |
| OFFICE EXPENSES | 13297 | 0 | 0 |
| PENALTIES | 24 | 0 | 0 |
| CONTRACT LABOR | 611 | 0 | 0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER PAYROLL LIABILITIES | Description |
| BOY Book Value | 517 | BOYBookValue |
| EOY Book Value | 285 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK & BROKERAGE CHARGES | $79,182 | 79182 | 0 |
| CONSULTING FEES | $3,975 | 3975 | 0 |
| COMPUTER EXPENSES | $32,436 | 0 | 32436 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2011 EXCISE TAX | $70,945 | 0 | 0 |
| PAYROLL TAXES | $8,753 | 2188 | 6565 |
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