CUESTA FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CUESTA FOUNDATION INC (EIN 73-6091550)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201333179349100423
- Schema version
- 2012v2.3
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T10:16:34-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLE & REED PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736091550 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CUESTA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CUES | NameControl |
| Phone | 4057555571 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHERRIE SHROEDER | Name |
| Title | TREASURER | Title |
| Phone | 4057555571 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY WARREN | Name |
| Phone | 4052397961 | Phone |
| Date Prepared | 2013-11-07 | DatePrepared |
| 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 | 3580317 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 77121 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 77121 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 83695 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 718085 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 83695 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 160816 | TotalRevenueAndExpenses |
| Total Net Investment Income | 160816 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 63435 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 50431 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 13004 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 95 | InterestRevAndExpnss |
| Interest Net Invst Incm | 95 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 162 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 162 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 1286 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1286 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 64978 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 50688 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 14290 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 118100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 118100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 183078 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 50688 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 132390 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -22262 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 110128 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 140695 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 97269 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 97269 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1135530 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1284624 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1284624 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 462433 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 580820 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 580820 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1669129 | InvestmentsOtherBOY |
| Investments Other EOY | 1617498 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1617498 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 106 | OtherAssetsBOY |
| Other Assets EOY | 106 | OtherAssetsEOY |
| Other Assets EOYFMV | 106 | OtherAssetsEOYFMV |
| Total Assets BOY | 3407893 | TotalAssetsBOY |
| Total Assets EOY | 3580317 | TotalAssetsEOY |
| Total Assets EOYFMV | 3580317 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3407893 | UnrestrictedBOY |
| Unrestricted EOY | 3580317 | UnrestrictedEOY |
| Total Net Assets BOY | 3407893 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3580317 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3407893 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3580317 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3407893 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -22262 | ExcessOfRevenueOverExpenses |
| Other Increases | 194686 | OtherIncreases |
| Subtotal | 3580317 | Subtotal |
| Total Net Assets Fund Balances EOY | 3580317 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| SMITH BARNEY 32355-17 ST - SEE STMT | P | 2012-01-01 | 2012-12-31 | 218882 | 204450 | 14432 | 14432 |
| SMITH BARNEY 32355-17 LT - SEE STMT | P | 2011-03-09 | 2012-12-31 | 584 | 648 | -64 | -64 |
| SMITH BARNEY 318-119663-235 ST - SEE | P | 2012-01-01 | 2012-12-31 | 421864 | 389869 | 31995 | 31995 |
| SMITH BARNEY 318-119663-235 LT - SEE | P | 2011-11-11 | 2012-12-31 | 43093 | 39423 | 3670 | 3670 |
| BOKF PRIVATE EQUITY ST - SEE K-1 | P | 2011-12-15 | 2012-12-31 | 33662 | 33662 | 33662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 83695 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 46427 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 65315 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3472144 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.018811 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 166450 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3304808 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050366 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 274591 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3089705 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.088873 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 256627 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4393071 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.058416 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 236205 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5531597 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042701 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.259167 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051833 | AverageDistributionRatio |
| Net Noncharitable Assets | 3427442 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 177655 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1101 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 178756 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 132390 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2203 | InvestmentIncomeExciseTax |
| Subtotal | 2203 | Subtotal |
| Tax Based On Investment Income | 2203 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5084 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5084 | TotalCreditsAndPayments |
| Overpayment | 2881 | Overpayment |
| Amount Credited To Next Year | 2881 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OK | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION MANAGEMENT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4057555571 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (9 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 |
|---|---|---|---|---|---|---|---|---|
| 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, VIC | 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 |
| DONALD CARPENTER | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| RICHARD E WRIGHT III | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE, SEC | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3382262 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 97269 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 106 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3479637 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 3479637 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 52195 | CashDeemedCharitable |
| Net Noncharitable Assets | 3427442 | NetNoncharitableAssets |
| Minimum Investment Return | 171372 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 171372 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2203 | TaxBasedOnInvestmentIncome |
| Total Tax | 2203 | TotalTax |
| Distributable Amount Before Adj | 169169 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 169169 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 169169 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 132390 | ExpensesAndContributions |
| Qualifying Distributions | 132390 | QualifyingDistributions |
| Adj Qualifying Distributions | 132390 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 169169 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 131014 | UndistributedIncomePriorYear |
| Qualifying Distributions | 132390 | QualifyingDistributions |
| Applied To Year1 | 131014 | AppliedToYear1 |
| Applied To Current Year | 1376 | AppliedToCurrentYear |
| Undistributed Income CY | 167793 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CUESTA FOUNDATION | RecipientName |
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 Number | 4057555571 | RecipientPhoneNumber |
| Form And Info And Materials | ONLINE GRANT APPLICATION AVAILABLE AT WWW.FOUNDATIONMANAGEMENTINC.COM/FOUNDATIONS/. | FormAndInfoAndMaterials |
| Submission Deadlines | JULY 15 | SubmissionDeadlines |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADVANTAGE LAFORTUNE PARK TENNIS | |||||||
| 5302 S HUDSON | TULSA | OK | 74135 | NONE | 501C3 | DISCRETIONARY GRANT - UNRESTRICTED | $1,000 |
| ARTS & HUMANITIES COUNCIL OF TULSA | |||||||
| 2210 S MAIN | TULSA | OK | 74114 | NONE | 501C3 | CAMPAIGN FOR THE HARDESTY ARTS CENTE | $10,000 |
| ARTS & HUMANITIES COUNCIL OF TULSA | |||||||
| 2210 S MAIN | TULSA | OK | 74114 | NONE | 501C3 | DISCRETIONARY GRANT- REMEMBERING KAT | $1,500 |
| CHILD ABUSE NETWORK | |||||||
| 2829 S SHERIDAN AVE | TULSA | OK | 74129 | NONE | 501C3 | CHILD ABUSE MULTIDISCIPLINARY TEAM | $2,500 |
| COMMUNITY FOOD BANK OF OK | |||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | NONE | 501C3 | DISCRETIONARY GRANT - UNRESTRICTED | $1,000 |
| CROSSTOWN LEARNING CENTER | |||||||
| 2501 E ARCHER ST | TULSA | OK | 74110 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATING EXP | $5,000 |
| 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 | $2,500 |
| IRON GATE AT TRINITY INC | |||||||
| 501 S CINCINNATI AVE | TULSA | OK | 74104 | NONE | 501C3 | FEEDING HUNGRY FAMILIES | $2,500 |
| KIPP TULSA COLLEGE PREPATORY | |||||||
| 1661 E VIRGIN ST | TULSA | OK | 74106 | NONE | 501C3 | UNRESTRICTED FUNDS FOR OPERATIONS | $5,000 |
| LITTLE LIGHT HOUSE | |||||||
| 5120 E 36TH ST | TULSA | OK | 74135 | NONE | 501C3 | CAPITAL CAMPAIGN | $3,000 |
| MENTAL HEALTH ASSOCIATION IN TULSA | |||||||
| 1870 SOUTH BOULDER | TULSA | OK | 74119 | NONE | 501C3 | WALKER HALL DECK REPAIR AND PAINTING | $3,000 |
| MONTE CASSINO SCHOOL | |||||||
| 2206 S LEWIS AVE | TULSA | OK | 74114 | NONE | 501C3 | DISCRETIONARY GRANT - FUNDS DRIVE | $1,000 |
| 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 | UNRESTRICTED FUNDS FOR OPERATIONS | $2,500 |
| OKLAHOMA CENTENNIAL BOTANICAL GARDE | |||||||
| 2 WEST 6TH STREET | TULSA | OK | 74119 | NONE | 501C3 | DISCRETIONARY GRANT - FUNDS DRIVE | $250 |
| OKLAHOMA CENTER FOR NONPROFITS | |||||||
| 1145 S UTICA AVE | TULSA | OK | 74014 | NONE | 501C3 | TULSA CAPACITY BLDG PROGRAM | $5,000 |
| PLOWSHARES INSTITUTE | |||||||
| PO BOX 243 | SIMSBURY | CT | 06070 | NONE | 501C3 | PEACE THROUGH YOUTH | $5,000 |
| RESONANCE | |||||||
| 1608 S ELWOOD AVE | TULSA | OK | 74119 | NONE | 501C3 | RESONANCE FUNDRAISER | $600 |
| ROGERS STATE UNIVERSITY | |||||||
| 1701 W ROGERS BLVD | CLAREMORE | OK | 74017 | NONE | 501C3 | DISCRETIONARY GRANT - UNRESTRICTED | $2,000 |
| SPASMODIC TORTICOLLIS RECOVERY CLIN | |||||||
| 5 BISBEE CT 109-238 | SANTA FE | NM | 87508 | NONE | 501C3 | TO SUPPORT FUNDRAISING CONSULTANT FE | $2,500 |
| ST ANN SCHOOL | |||||||
| 5105 CHARLOTTE AVENUE | NASHVILLE | TN | 37209 | NONE | 501C3 | DISCRETIONARY GRANT- UNRESTRICTED GI | $5,000 |
| TULSA BOYS HOME | |||||||
| PO BOX 1101 | TULSA | OK | 74011 | NONE | 501C3 | DISCRETIONARY GRANT- UNRESTRICTED | $2,000 |
| TULSA CHILDRENS MUSEUM | |||||||
| PO BOX 701620 | TULSA | OK | 74170 | NONE | 501C3 | SUPPORT FOR GALA | $2,500 |
| TULSA DAY CENTER FOR THE HOMELESS | |||||||
| 415 WEST ARCHER | TULSA | OK | 74103 | NONE | 501C3 | EVICTION PREVENTION PROGRAM | $3,000 |
| 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 | DISCRETIONARY GRANT- GIFT FOR OPERAT | $1,250 |
| UNIVERSITY OF TULSA FOUNDATION | |||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | NONE | 501C3 | A.G. OLIPHANT PRESIDENTIAL SCHOLARSH | $6,000 |
| TULSA CHILDRENS MUSEUM | |||||||
| PO BOX 701620 | TULSA | OK | 74170 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATING EXP | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 118100 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $77,121 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $83,695 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $160,816 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 160816 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Compensation Explanation CompensationExplanation
Compensation Compensation (9 entries)
| ARLINE OLIPHANT |
| ERIC OLIPHANT |
| GREG OLIPHANT |
| THOMAS OLIPHANT |
| JAMIE OLIPHANT |
| DONALD CARPENTER |
| RICHARD E WRIGHT III |
| KARI KOSTER |
| SHERRIE SCHROEDER |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BOND INVESTMENT | NameOfBond |
| EOY Book Value | 580820 | EOYBookValue |
| EOYFMV | 580820 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SMITH BARNEY - CORPORATE STOCK | NameOfStock |
| EOY Book Value | 1284624 | EOYBookValue |
| EOYFMV | 1284624 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BOKF PRIVATE EQUITY LTD PARTNERSHIP | FMV | 100681 | 100681 |
| SMITH BARNEY OTHER INVESTMENTS | FMV | ||
| SMITH BARNEY MUTUAL FUNDS | FMV | 1516817 | 1516817 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ORGANIZATIONAL EXPENSE | Description |
| BOY Book Value | 106 | BOYBookValue |
| EOY Book Value | 106 | EOYBookValue |
| EOYFMV | 106 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| INSURANCE | 761 | 761 |
| MEMBERSHIP | 400 | 400 |
| MEETING EXPENSE | 125 | 125 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAINS/LOSS ON INVESTMENTS | $191,540 |
| DISALLOWED LOSSES | $3,146 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MANAGEMENT FEES | $20,004 | 8000 | 12004 |
| PORTFOLIO MANAGEMENT FEES | $42,431 | 42431 | |
| OTHER PROFESSIONAL FEES | $1,000 | 1000 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES & ADR FEES | Category |
| Amount | $162 | Amount |
| Net Investment Income | 162 | NetInvestmentIncome |
Comments