BURTON FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BURTON FOUNDATION INC (EIN 73-1584983)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201213209349102081
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T14:57:58-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731584983 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURTON FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BURT | NameControl |
| Phone | 4057555571 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 SYCAMORE LANE | AddressLine1 |
| City | FERNANDINA BEACH | City |
| State | FL | State |
| ZIP Code | 32034 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RC GREY | Name |
| Title | DIRECTOR | Title |
| Phone | 4057555571 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KIMBERLY WARREN | Name |
| Phone | 4052397961 | Phone |
| Date Prepared | 2012-11-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 25983176 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 549918 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 549918 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4300128 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 24418191 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4300128 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4850046 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4850046 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3990 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 3990 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 193068 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 77998 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 115070 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 9795 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 75 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 1345 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1345 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1891 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1891 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 210089 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 78073 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 122296 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1867450 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1867450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2077539 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 78073 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1989746 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2772507 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4771973 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3673402 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 238037 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 238037 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1497410 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 227905 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 227905 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 13365640 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 25517234 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 25517234 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 6298424 | InvestmentsOtherBOY |
| Total Assets BOY | 24834876 | TotalAssetsBOY |
| Total Assets EOY | 25983176 | TotalAssetsEOY |
| Total Assets EOYFMV | 25983176 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 24834876 | UnrestrictedBOY |
| Unrestricted EOY | 25983176 | UnrestrictedEOY |
| Total Net Assets BOY | 24834876 | TotalNetAssetsBOY |
| Total Net Assets EOY | 25983176 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 24834876 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 25983176 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 24834876 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2772507 | ExcessOfRevenueOverExpenses |
| Subtotal | 27607383 | Subtotal |
| Other Decreases | 1624207 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 25983176 | 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 |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ST (SEE STATEMENT ) | P | 2011-01-01 | 2011-12-31 | 9820022 | 8876384 | 943638 | 943638 |
| GOLDMAN SACHS LT (SEE STATEMENT) | P | 2010-01-01 | 2011-12-31 | 10847472 | 8264985 | 2582487 | 2582487 |
| CITI BANK ST (SEE STATEMENT) | P | 2011-01-01 | 2011-12-31 | 616171 | 546984 | 69187 | 69187 |
| CITI BANK LT (SEE STATEMENT) | P | 2011-01-10 | 2011-12-31 | 3037189 | 2429710 | 607479 | 607479 |
| MISC | P | 2010-01-01 | 2011-12-31 | 97337 | 97337 | 97337 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4300128 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 1012825 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2539531 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 26530730 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.095720 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 2527515 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 25305224 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.099881 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2460431 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 32578457 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.075523 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1347710 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 31414830 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.042900 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 769290 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 17252545 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044590 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.358614 | TotalDistributionRatio |
| Average Distribution Ratio | 0.071723 | AverageDistributionRatio |
| Net Noncharitable Assets | 27109661 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1944386 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 47720 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1992106 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1989746 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 95439 | InvestmentIncomeExciseTax |
| Subtotal | 95439 | Subtotal |
| Tax Based On Investment Income | 95439 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8960 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 8960 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 2207 | PenaltyForUnderpayment |
| Tax Due | 88686 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | FL | 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 Person Name | FOUNDATION MANAGEMENT | BooksInCareOfPersonName |
| 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 BRADLEY SQUARE STE D | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73120 | ZIPCode |
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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| GRETCHEN GRAY | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE, SEC | 1.00 | 0 | 0 | 0 |
| DAVID GRAY | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE, PRE | 1.00 | 0 | 0 | 0 |
| ROBERT GRAY | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JOSEPH GRAY | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| LISA WALL | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| DEAN BROWN | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| KARI KOSTER | ||||||||
| 2932 NW 122ND ST SUITE D | OKLAHOMA CITY | OK | 73120 | ASSISTANT SE | 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 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|---|
| FOUNDATION MANAGEMENT INC | ||||||
| 2932 NW 122 | BRADLEY SQUARE SUITE D | OKLAHOMA CITY | OK | 73120 | MANAGEMENT FEES | 114933 |
| GOLDMAN SACHS | ||||||
| 25 BRITISH AMERICAN BLVD | LATHAM | NY | 12110 | PORTFOLIO MANAG | 75297 | |
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 | 27270358 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 252140 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 27522498 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 27522498 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 412837 | CashDeemedCharitable |
| Net Noncharitable Assets | 27109661 | NetNoncharitableAssets |
| Minimum Investment Return | 1355483 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1355483 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 95439 | TaxBasedOnInvestmentIncome |
| Total Tax | 95439 | TotalTax |
| Distributable Amount Before Adj | 1260044 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1260044 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1260044 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1989746 | ExpensesAndContributions |
| Qualifying Distributions | 1989746 | QualifyingDistributions |
| Adj Qualifying Distributions | 1989746 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1260044 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 385413 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1273578 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1221993 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2880984 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1989746 | QualifyingDistributions |
| Applied To Current Year | 1260044 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 729702 | RemainingDistriFromCorpus |
| Total Corpus | 3610686 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 3610686 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 385413 | ExcessFromYear3 |
| Excess From Year2 | 1273578 | ExcessFromYear2 |
| Excess From Year1 | 1221993 | ExcessFromYear1 |
| Excess From Current Year | 729702 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (55 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| AID TO THE CHURCH IN NEED | |||||||||
| PO BOX 220384 | BROOKLYN | NY | 11222 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | ||
| ALLIED ARTS FOUNDATION | |||||||||
| 1 N HUDSON | OKLAHOMA CITY | OK | 73102 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,750 | ||
| AMERICAN RED CROSS OF CENTRAL OKLAH | |||||||||
| 601 NE 6TH ST | OKLAHOMA CITY | OK | 73104 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ||
| ARCHDIOCESAN DEVELOPMENT FUND | |||||||||
| PO BOX 32180 | OKLAHOMA CITY | OK | 73123 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | ||
| AMERICAN RIVERS INC | |||||||||
| 1101 14TH ST NW | WASHINGTON | DC | 20005 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ATTN ROBBIN MARKS | SUITE 1400 |
| AMHERST COLLEGE TRUSTEES | |||||||||
| PO BOX 5000 | AMHERST | MA | 010025000 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ATTN ANNUAL FUND | |
| BIRTH CHOICE | |||||||||
| PO BOX 94533 | OKLAHOMA CITY | OK | 73143 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $2,000 | ||
| BONEFISH & TARPON UNLIMITED | |||||||||
| 24 DOCKSIDE LANE 83 | KEY LARGO | FL | 33037 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ||
| CARDINAL MINDSZENTY FOUNDATION | |||||||||
| PO BOX 11321 | ST LOUIS | MO | 631050121 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ||
| CATHOLIC CHARITIES - TULSA | |||||||||
| PO BOX 580460 | TULSA | OK | 741580406 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | ||
| CATHOLIC NEAR EAST WELFARE ASSN | |||||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 100224195 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $15,000 | ||
| CHILDREN'S MEDICAL RESEARCH | |||||||||
| 1200 CHILDRENS AVE | OKLAHOMA CITY | OK | 73104 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | ||
| ST BENEDICT'S CATHOLIC CHURCH | |||||||||
| 2200 W ITHICA ST | BROKEN ARROW | OK | 74012 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ||
| COVENANT HOUSE | |||||||||
| 346 WEST 17TH STREET | NEW YORK | NY | 10011 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ||
| DUCKS UNLIMITED - MEMPHIS | |||||||||
| 1 WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ||
| FLORIDA WILDLIFE FEDERATION | |||||||||
| P O BOX 6870 | TALLAHASSEE | FL | 323146870 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ||
| FOOD FOR THE POOR | |||||||||
| 6401 LYONS ROAD-DEPT 96 | COCONUT CREEK | FL | 33073 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | ||
| JUDICIAL WATCH INC | |||||||||
| 425 THIRD STREET SW | WASHINGTON | DC | 20024 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $500 | ATTN DIRECTOR OF DEVELOPMENT | SUITE 800 |
| KNIGHTS OF COLUMBUS 6606 | |||||||||
| 1904 S 9TH ST | BROKEN ARROW | OK | 74011 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $500 | ||
| NATIONAL COWBOY & WESTERN HERITAGE | |||||||||
| 1700 NE 63RD STREET | OKLAHOMA CITY | OK | 73111 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ||
| NEIGHBOR FOR NEIGHBOR | |||||||||
| 300 SW 13TH STREET | OKLAHOMA CITY | OK | 73109 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $2,000 | ||
| NIGHTLIGHT CHRISTIAN ADOPTIONS | |||||||||
| 801 EAST CHAPMAN AVE | FULLERTON | CA | 928313839 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ATTN RONALD L STODDART | SUITE 106 |
| NORTH COUNTRY SCHOOL | |||||||||
| PO BOX 187 | LAKE PLACID | NY | 129460129 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ||
| OKLAHOMA CITY PHILHARMONIC ORCHESTR | |||||||||
| 428 WEST CALIFORNIA | OKLAHOMA CITY | OK | 73102 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,500 | SUITE 210 | |
| OKLAHOMA EDUCATIONAL TELEVISION AUT | |||||||||
| PO BOX 18424 | OKLAHOMA CITY | OK | 73154 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | OETA FOUNDATION | |
| OKLAHOMA ZOOLOGICAL SOCIETY | |||||||||
| 2101 NE 50TH STREET | OKLAHOMA CITY | OK | 73111 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ||
| POMONA COLLEGE ALUMNI FUND | |||||||||
| 333 NORTH COLLEGE WAY | CLAREMONT | CA | 917116324 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $500 | THE RENWICK HOUSE | |
| REGIONAL FOOD BANK | |||||||||
| PO BOX 270968 | OKLAHOMA CITY | OK | 731370968 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | ||
| SALVATION ARMY THE | |||||||||
| 5101 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73112 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ||
| SOCIETY FOR PROPAGATION OF THE FAIT | |||||||||
| 366 FIFTH AVENUE 12 | NEW YORK | NY | 10001 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ||
| ST ANNE'S CATHOLIC CHURCH | |||||||||
| 301 S 9TH ST | BROKEN ARROW | OK | 74012 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $10,000 | ||
| ST ANNE'S CATHOLIC CHURCH | |||||||||
| 301 S 9TH ST | BROKEN ARROW | OK | 74012 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ||
| ST ANTHONY HOSPITAL FOUNDATION IN | |||||||||
| 826 NW 11TH | OKLAHOMA CITY | OK | 73106 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $500 | ||
| ST BENEDICT MISSION OF HOPE | |||||||||
| 2200 W ITHICA ST | BROKEN ARROW | OK | 74012 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ||
| ST GREGORY'S UNIVERSITY | |||||||||
| 1900 WEST MACARTHUR | SHAWNEE | OK | 74804 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ||
| ST JUDE CHILDREN'S RESEARCH HOSPIT | |||||||||
| 332 N LAUDERDALE | MEMPHIS | TN | 38105 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ||
| ST MICHAEL ACADEMY | |||||||||
| 228 N FOURTH ST | FERNANDINA BEACH | FL | 32034 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $7,500 | ||
| ST MICHAEL CATHOLIC CHURCH | |||||||||
| 505 BROOME ST | FERNANDINA BEACH | FL | 32034 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $7,500 | ||
| TEEM | |||||||||
| 14 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $2,000 | ||
| TEXAS BIGHORN SOCIETY | |||||||||
| PO BOX 53145 | LUBBOCK | TX | 79453 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ATTN KATHY BOONE | |
| THOMAS MORE LAW CENTER | |||||||||
| PO BOX 393 | ANN ARBOR | MI | 48106 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,500 | ||
| THOMAS MORE SOCIETY | |||||||||
| 29 S LA SALLE ST | CHICAGO | IL | 60603 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ||
| UNIVERSITY OF ROCHESTER SCHOOL OF N | |||||||||
| 601 ELMWOOD AVENUE | ROCHESTER | NY | 14642 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,500 | ||
| VILLA TERESA SCHOOL | |||||||||
| 1216 CLASSEN DR | OKLAHOMA CITY | OK | 73103 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $5,000 | ||
| WASHINGTON LEGAL FOUNDATION | |||||||||
| 2009 MASSACHUSETTS AVENUE | WASHINGTON | DC | 20036 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $15,000 | ||
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||||
| 700 ROSEDALE STREET | ST LOUIS | MO | 63130 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | CAMPUS BOX 1004 | |
| XAVIER SOCIETY FOR THE BLIND | |||||||||
| 154 EAST 23 STREET | NEW YORK | NY | 10010 | NONE | 501C3 | UNRESTRICTED GIFT FOR OPERATIONS | $1,000 | ||
| ALL SAINTS CATHOLIC SCHOOL | |||||||||
| 299 SOUTH 9TH STREET | BROKEN ARROW | OK | 74012 | NONE | 501C3 | 3RD INSTALLMENT OF A 400,000 GRANT | $100,000 | ATTN MS ANN SCALET | |
| COMMUNITIES FOUNDATION OF OKLAHOMA | |||||||||
| 2932 N W 122ND STREET | OKLAHOMA CITY | OK | 73120 | NONE | 501C3 | OK DEPT OF WILDLIFE CONSERVATION | $25,000 | SUITE D | |
| COMMUNITIES FOUNDATION OF OKLAHOMA | |||||||||
| 2932 N W 122ND STREET | OKLAHOMA CITY | OK | 73120 | NONE | 501C3 | OK STATE UNIV FOUNDATION | $30,000 | SUITE D | |
| COMMUNITIES FOUNDATION OF OKLAHOMA | |||||||||
| 2932 N W 122ND STREET | OKLAHOMA CITY | OK | 73120 | NONE | 501C3 | ALL SAINTS CATHOLIC SCHOOL UNRESTRIC | $11,500 | SUITE D | |
| COMMUNITIES FOUNDATION OF OKLAHOMA | |||||||||
| 2932 N W 122ND STREET | OKLAHOMA CITY | OK | 73120 | NONE | 501C3 | SUPPORTING GRANTS TO 6 PUBLIC CHARIT | $10,700 | SUITE D | |
| COMMUNITIES FOUNDATION OF OKLAHOMA | |||||||||
| 2932 N W 122ND STREET | OKLAHOMA CITY | OK | 73120 | NONE | 501C3 | NURSING GRANT AWARDS | $500,000 | SUITE D | |
| COMMUNITIES FOUNDATION OF OKLAHOMA | |||||||||
| 2932 N W 122ND STREET | OKLAHOMA CITY | OK | 73120 | NONE | 501C3 | NURSING GRANT AWARDS | $500,000 | SUITE D | |
| COMMUNITIES FOUNDATION OF OKLAHOMA | |||||||||
| 2932 N W 122ND STREET | OKLAHOMA CITY | OK | 73120 | NONE | 501C3 | NURSING GRANT AWARDS | $500,000 | SUITE D | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1867450 | 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 | $549,918 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,300,128 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,850,046 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4850046 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $3,990 | Amount |
| Disbursements Charitable Prps | 3990 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (8 entries)
| GRETCHEN GRAY |
| DAVID GRAY |
| ROBERT GRAY |
| JOSEPH GRAY |
| LISA WALL |
| DEAN BROWN |
| KARI KOSTER |
| SHERRIE SCHROEDER |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS HELD BY CITIBANK | NameOfStock |
| EOY Book Value | 25517234 | EOYBookValue |
| EOYFMV | 25517234 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem |
|---|
| OTHER INVESTMENT HELD BY CITIBANK |
| IVY CLAURS ASSOCIATES |
| MUTUAL FUNDS |
| MORTGAGE AND ASSET BACKED SECURITY |
| ING CLARION GLOBAL |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN(LOSS) | $4,813,409 |
| PRIOR YEAR UNREALIZED GAIN/LOSS | -$3,189,202 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| INSURANCE | 1196 | 1196 |
| MEMBERSHIPS | 695 | 695 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | Category |
| Amount | $193,068 | Amount |
| Net Investment Income | 77998 | NetInvestmentIncome |
| Disbursements Charitable Prps | 115070 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| ADR & FOREIGN TAXES PAID | $75 | 75 |
| FEDERAL EXCISE TAX | $9,720 |
Comments