2013-11-15T14:57:55-06:00 2012-12-31 730604026 SARTAIN FISCHBEIN & CO 3010 S HARVARD AVE STE 400 TULSA OK 741146193 990 2012-01-01 201687722 HALE FAMILY FOUNDATION HALE 9187128487 1323 EAST 71ST STREET NO 400 TULSA OK 74136 JOHN HALE 9187128487 2013-11-15 1 GREG TAYLOR P00380273 9187496601 2012 2016-03-07 17:11:31Z JOHN HALE 1323 EAST 71ST STREET NO 400 TULSA OK 74136 239145 0 X N/A X 2004 OK THIS CORPORATION IS ORGANIZED FOR THE SPECIFIC AND PRIMARY PURPOSE OF BENEFITING, PERFORMING THE FUNCTIONS OF, OR CARRYING OUT THE PURPOSES OF THAT CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS, INCLUDING TULSA COMMUNITY FOUNDATION THAT ARE DESCRIBED IN SECTIONS 501 (C)(3) AND 509 (A)(1) OR (2) OF THE INTERNAL REVENUE CODE AND THAT ENGAGE IN CHARITABLE ACTIVITIES WHICH ARE CONSISTENT WITH THE CHARITABLE PURPOSES OF TULSA COMMUNITY FOUNDATION. 5 3 0 0 -9759 -9759 0 0 0 0 0 6 18465 239139 18465 239145 0 749594 0 0 0 0 0 0 0 31053 30342 31053 779936 -12588 -540791 20946113 20405322 2800 2800 20943313 20402522 X THIS CORPORATION IS ORGANIZED FOR THE SPECIFIC AND PRIMARY PURPOSE OF BENEFITTING, PERFORMING THE FUNCTIONS OF, OR CARRYING OUT THE PURPOSES OF THAT CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS, INCLUDING TULSA COMMUNITY FOUNDATION THAT ARE DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE AND THAT ENGAGE IN CHARITABLE ACTIVITIES WHICH ARE CONSISTENT WITH THE CHARITABLE PURPOSES OF TULSA COMMUNITY FOUNDATION. 0 0 775036 749594 THE HALE FAMILY FOUNDATION IS A TYPE 1 SUPPORTING ORGANIZATION FOR THE TULSA COMMUNITY FOUNDATION (TCF)(A 501(C)(3) EXEMPT ORGANIZATION). ITS ACTIVITIES ARE TO MAKE DISTRIBUTIONS TO TCF FOR FURTHER DISTRIBUTION BY TCF TO OTHER CHARITABLE ORGANIZATIONS. 775036 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 5 3 1 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 OK X X TODD PALS 9187128487 1323 E 71ST STREET STE 400 TULSA OK 74136 PHIL LAKIN JR 55.00 X 0 277871 42336 HENRY G WILL 1.00 X 0 0 0 DAVID RAY 1.00 X 0 0 0 JOHN HALE 1.00 X 0 0 0 DEBORAH HALE 1.00 X 0 0 0 0 277871 42336 0 0 1 0 0 6 6 HALE CHARITABLE LP 531120 239139 -9759 248898 239139 239145 0 -9759 248904 749594 749594 4900 4900 TULSA COMMUNITY FDT ADM 25442 25442 779936 775036 4900 0 904 1568 20937909 20396454 7300 7300 20946113 20405322 2800 2800 2800 2800 X 0 0 0 0 20943313 20402522 20943313 20402522 20946113 20405322 -540791 0 X 1 X 0 0 0 X X X 0 0 0 TULSA COMMTY FDTN 731554474 7 1 1 1 775036 1 775036 0 HALE CHARITABLE LP 98% 20396454 C 20396454 0 TULSA COMMUNITY FOUNDATION 7030 SOUTH YALE AVENUE SUITE 600 TULSA OK 74136 731554474 501(C)(3) 749594 TO DISTRIBUTE FUNDS TO TCF FOR FURTHER DISTRIBUTION BY TCF TO OTHER CHARITABLE ORGANIZATIONS. 1 0 0 0 0 0 0 0 0 0 PHIL LAKIN JR 0 238615 0 20000 0 19256 0 25529 0 16807 0 320207 0 0 EXPLANATION FOR NOT FILING FORM 990-T FORM 990, PART V, LINE 3B FILING 990-T TO REPORT NET LOSS FROM UNRELATED BUSINESS INCOME ACTIVITIES. FORM 990, PART VI, SECTION A, LINE 2 DIRECTOR JOHN HALE AND DIRECTOR DEBORAH HALE ARE MARRIED TO ONE ANOTHER. FORM 990, PART VI, SECTION A, LINE 7A TULSA COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION, MUST, BY AGREEMENT, SELECT AND APPOINT MORE THAN 50% OF THE BOARD MEMBERS, WHICH MAY NOT OTHERWISE BE DISQUALIFIED. FORM 990, PART VI, SECTION A, LINE 7B BY AGREEMENT, HALE FAMILY FOUNDATION MUST GIVE AT LEAST TWO WEEKS NOTICE TO TULSA COMMUNITY FOUNDATION BOARD OF TRUSTEES OF ITS INTENT TO EXECUTE MAJOR DECISIONS, WHICH ARE ACTIONS INCLUDING, BUT NOT LIMITED TO, MERGERS, ACQUISITIONS, DISSOLUTIONS, AND THE LIKE. NO MAJOR DECISIONS MAY BE EXECUTED UNTIL AT LEAST TWO WEEKS AFTER THIS NOTICE IS GIVEN. FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE A COMMITTEE THAT CAN ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11 TAX RETURNS ARE MADE AVAILABLE TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. WHERE CONFLICTS ARISE, DIRECTORS RELATED TO THE TRANSACTION ABSTAIN FROM VOTING ON THESE MATTERS, ACCORDING TO THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION'S FORM 990 MAY ALSO BE VIEWED AT WWW.GUIDESTAR.ORG TULSA COMMUNITY FOUNDATION 7030 S YALE SUITE 600 TULSA OK 74136 731554474 COMMUNITY SERVICE & SUPPORT OK 501(C)(3) 509(A)(1) 0 HALE CHARITABLE LP 1323 E 71ST STREET TULSA OK 74136 201425807 INVESTMENTS OK INVESTMENT 239139 23741409 0 -9759 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 HALE CHARITABLE LP S 780594 CASH TULSA COMMUNITY FOUNDATION P 25442 CASH TULSA COMMUNITY FOUNDATION B 749594 CASH