HAROLD HAMM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD HAMM FOUNDATION (EIN 46-1256191)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-12
- IRS object ID
- 202630439349100013
- Schema version
- 2024v5.5
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-12T11:22:59-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 N BROADWAY AVENUE SUITE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461256191 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAROLD HAMM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 4056057788 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1295 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD G HAMM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4058314003 | PhoneNum |
| Signature | 2026-02-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY M FOGLE | PreparerPersonNm |
| PTIN | P01258800 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2026-02-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,577,020 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $324 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $324 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $159,757 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,757 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $160,081 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,081 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,035 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,140 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,538,807 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,538,807 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,548,947 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,538,867 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,388,866 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,960 | CashBOYAmt |
| Cash EOY | $12,855 | CashEOYAmt |
| Cash EOYFMV | $12,855 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $391,496 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $487,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $487,692 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,679,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,449,459 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,076,473 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,084,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,950,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,577,020 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,084,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,950,006 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,084,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,950,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,084,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,950,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,084,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,388,866 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,254,853 | OtherIncreasesAmt |
| Subtotal | $8,950,006 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,950,006 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,225 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,225 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,225 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $121 | EsPenaltyAmt |
| Overpayment | $1,454 | OverpaymentAmt |
| Applied To ES Tax | $1,454 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEBRA RICHARDS | IndividualWithBooksNm |
| Phone | 4058314003 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1295 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HAROLD G HAMM | ||||||||
| 20 N BROADWAY 1410 | OKLAHOMA CITY | OK | 73102 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| SHELLY LAMBERTZ | ||||||||
| 20 N BROADWAY 1410 | OKLAHOMA CITY | OK | 73102 | SECRETARY | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,006,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $439,083 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,445,679 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,445,679 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $261,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,183,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $859,200 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $859,200 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,225 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,225 | TotalTaxAmt |
| Distributable Before Adj | $856,975 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $856,975 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $856,975 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,538,867 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,538,867 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $856,975 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,499,269 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $924,063 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,514,767 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,315,644 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,798,202 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $45,051,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,538,867 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $856,975 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,681,892 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,733,837 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,499,269 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $44,234,568 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $924,063 | ExcessFromYear4Amt |
| Excess From Year3 | $36,514,767 | ExcessFromYear3Amt |
| Excess From Year2 | $1,315,644 | ExcessFromYear2Amt |
| Excess From Year1 | $1,798,202 | ExcessFromYear1Amt |
| Excess From Current Year | $3,681,892 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HAROLD G HAMM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEBRA RICHARDS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1295 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4058314003 | RecipientPhoneNum |
| Recipient Email Address | DEB@HAMM-CAPITAL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER STATING WHAT THE FUNDS WILL BE USED FOR AND THE DOLLAR AMOUNT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | EDUCATION OR HEALTHCARE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICA FIRST POLICY INSTITUTE | |||||||
| 1777 N KENT STREET SUITE 1400 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL SUPPORT | $497,467 |
| ENID PUBLIC SCHOOL FOUNDATION | |||||||
| PO BOX 3325 | ENID | OK | 73702 | NONE | PC | GENERAL SUPPORT | $250 |
| INFANT CRISIS SERVICES INC | |||||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 731055211 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NICHOLA HILLS PARKS INC | |||||||
| 6407 AVONDALE DR | NICHOLS HILLS | OK | 73116 | NONE | PC | GENERAL SUPPORT | $100 |
| OKLAHOMA HALL OF FAME | |||||||
| 1400 CLASSEN DRIVE | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL SUPPORT | $1,000 |
| OU FOUNDATION | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73115 | NONE | PC | GENERAL SUPPORT | $3,988,990 |
| PENFED FOUNDATION | |||||||
| 2930 EISENHOWER AVENUE | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SOONERS HELPING SOONERS INC | |||||||
| 2600 VAN BUREN ST STE 2600 | NORMAN | OK | 73072 | NONE | PC | GENERAL SUPPORT | $1,000 |
| YWCA OKLAHOMA CITY | |||||||
| 2460 NW 39TH ST | OKLAHOMA CITY | OK | 73112 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HORATIO ALGER ASSOCIATION | |||||||
| 99 CANAL CENTER PLAZA | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,538,807 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $324 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,757 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $160,081 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,081 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART I, LINE 25, COLUMN (D) | FormAndLineReferenceDesc |
| Medium Explanation | DESCRIPTION OF PROPERTY CONTRIBUTED: 1,868 SHARES CHARTER COMMUNICATIONBOOK VALUE OF PROPERTY CONTRIBUTED: $889,579METHOD USED TO DETERMINE BOOK VALUE: FOUNDATION'S BASIS IN THE STOCKMETHOD USED TO DETERMINE FMV: VALUE ON DATE OF TRANSFERDATE CONTRIBUTED: 4/23/2024DESCRIPTION OF PROPERTY CONTRIBUTED: 1,224 SHARES APPLE INC.BOOK VALUE OF PROPERTY CONTRIBUTED: $36,163METHOD USED TO DETERMINE BOOK VALUE: FOUNDATION'S BASIS IN THE STOCKMETHOD USED TO DETERMINE FMV: VALUE ON DATE OF TRANSFERDATE CONTRIBUTED: 8/19/2024DESCRIPTION OF PROPERTY CONTRIBUTED: 716 SHARES MICROSOFT CORPBOOK VALUE OF PROPERTY CONTRIBUTED: $112,706METHOD USED TO DETERMINE BOOK VALUE: FOUNDATION'S BASIS IN THE STOCKMETHOD USED TO DETERMINE FMV: VALUE ON DATE OF TRANSFERDATE CONTRIBUTED: 8/19/2024DESCRIPTION OF PROPERTY CONTRIBUTED: 623 SHARES JPMORGAN CHASE & COBOOK VALUE OF PROPERTY CONTRIBUTED: $85,494METHOD USED TO DETERMINE BOOK VALUE: FOUNDATION'S BASIS IN THE STOCKMETHOD USED TO DETERMINE FMV: VALUE ON DATE OF TRANSFERDATE CONTRIBUTED: 8/19/2024DESCRIPTION OF PROPERTY CONTRIBUTED: 1,391 SHARES ISHARES RUSSELL 1000 IWFBOOK VALUE OF PROPERTY CONTRIBUTED: $332,532METHOD USED TO DETERMINE BOOK VALUE: FOUNDATION'S BASIS IN THE STOCKMETHOD USED TO DETERMINE FMV: VALUE ON DATE OF TRANSFERDATE CONTRIBUTED: 8/19/2024DESCRIPTION OF PROPERTY CONTRIBUTED: 661 SHARES CHARTER COMMUNICATIONBOOK VALUE OF PROPERTY CONTRIBUTED: $314,781METHOD USED TO DETERMINE BOOK VALUE: FOUNDATION'S BASIS IN THE STOCKMETHOD USED TO DETERMINE FMV: VALUE ON DATE OF TRANSFERDATE CONTRIBUTED: 8/19/2024DESCRIPTION OF PROPERTY CONTRIBUTED: 1,413 SHARES MASTERCARD INCBOOK VALUE OF PROPERTY CONTRIBUTED: $147,390METHOD USED TO DETERMINE BOOK VALUE: FOUNDATION'S BASIS IN THE STOCKMETHOD USED TO DETERMINE FMV: VALUE ON DATE OF TRANSFERDATE CONTRIBUTED: 8/19/2024DESCRIPTION OF PROPERTY CONTRIBUTED: 6,292 SHARES APPLE INC.BOOK VALUE OF PROPERTY CONTRIBUTED: $182,908METHOD USED TO DETERMINE BOOK VALUE: FOUNDATION'S BASIS IN THE STOCKMETHOD USED TO DETERMINE FMV: VALUE ON DATE OF TRANSFERDATE CONTRIBUTED: 12/9/2024DESCRIPTION OF PROPERTY CONTRIBUTED: 1,267 SHARES APPLE INC.BOOK VALUE OF PROPERTY CONTRIBUTED: $36,832METHOD USED TO DETERMINE BOOK VALUE: FOUNDATION'S BASIS IN THE STOCKMETHOD USED TO DETERMINE FMV: VALUE ON DATE OF TRANSFERDATE CONTRIBUTED: 12/9/2024 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 12269 SHS APPLE INC | $357,404 | $2,725,313 |
| 11495 SHS JPMORGAN CHASE & CO | $1,577,459 | $2,819,724 |
| 4015 SHS MASTERCARD INC | $1,061,027 | $2,200,702 |
| 5296 SHS MICROSOFT CORP | $833,643 | $1,988,065 |
| ISHARES RUSSELL 1000 | $2,318,882 | $3,502,573 |
| ISHARES RUSSELL 2000 | $2,301,044 | $1,840,096 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $45 | $45 | $0 |
| IT SERVICES | $60 | $0 | $60 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VS. FMV VALUE OF GRANTED STOCK | Desc |
| Amt | $2,254,853 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $10,035 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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