DEAN MCGEE EYE INSTITUTE FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
DEAN MCGEE EYE INSTITUTE FOUNDATION (EIN 73-1396478)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-11
IRS object ID
201231329349302033
Schema version
2010v3.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-11T15:53:55-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1COLE & REED PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1531 COUCH DRAddressLine1
CityOKLAHOMA CITYCity
StateOKState
ZIP Code731022251ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN731396478EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DEAN MCGEE EYE INSTITUTEBusinessNameLine1
Business Name Line2ENDOWMENT FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlDEANNameControl
Phone4052716688Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1608 STANTON L YOUNG BLVDAddressLine1
CityOKLAHOMA CITYCity
StateOKState
ZIP Code73104ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKIMBERLY HOWARDName
TitleCONTROLLERTitle
Phone4052716688Phone
Date Signed2012-05-07DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameELLAN WRIGHTName
Phone4052397961Phone
Date Prepared2012-05-08DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonKIMBERLY HOWARDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1608 STANTON L YOUNG BLVDAddressLine1
CityOKLAHOMA CITYCity
StateOKState
ZIP Code73104ZIPCode
FieldValueIRS element (for citing)
Gross Receipts30519332GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.DMEI.ORG/FOUNDATIONWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1992YearFormation
State Legal DomicileOKStateLegalDomicile
Activity Or Mission DescriptionFUNDING MEDICAL CARE AND RESEARCHActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year4997793ContributionsGrantsPriorYear
Contributions Grants Current Year3667663ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year307080InvestmentIncomePriorYear
Investment Income Current Year4555120InvestmentIncomeCurrentYear
Other Revenue Current Year31532OtherRevenueCurrentYear
Total Revenue Prior Year5304873TotalRevenuePriorYear
Total Revenue Current Year8254315TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year270044SalariesEtcPriorYear
Salaries Etc Current Year295879SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year502688TotalFundrsngExpCurrentYear
Other Expense Prior Year7677709OtherExpensePriorYear
Other Expenses Current Year4688836OtherExpensesCurrentYear
Total Expenses Prior Year7947753TotalExpensesPriorYear
Total Expenses Current Year4984715TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2642880RevenuesLessExpensesPriorYear
Revenues Less Expenses CY3269600RevenuesLessExpensesCY
Total Assets BOY25767293TotalAssetsBOY
Total Assets EOY28575735TotalAssetsEOY
Total Liabilities BOY258094TotalLiabilitiesBOY
Total Liabilities EOY5080TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY25509199NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY28570655NetAssetsOrFundBalancesEOY
Mission DescriptionFUNDING MEDICAL CARE AND RESEARCHMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense4402678Expense
DescriptionOUR PURPOSE IS TO RAISE FUNDS FOR MEDICAL CARE AND RESEARCH.Description
Total Program Service Expense4402678TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquipfalseReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiesfalseReportOtherLiabilities
Report Fin48 FootnotefalseReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovaltrueDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicyfalseDocumentRetentionPolicy
Compensation Process CEOfalseCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledOKStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonKIMBERLY A HOWARDNamePerson
Telephone Number4052716688TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1608 STANTON L YOUNG BLVDAddressLine1
CityOKLAHOMA CITYCity
StateOKState
ZIP Code73104ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (5 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
STANTON L YOUNG
BOARD CHAIR0.50X000
WILLIAM M BELL
OFFICER0.50X000
GENE RAINEY WILLIAMS JR
OFFICER0.50X000
NANCY ELLIS
OFFICER0.50X000
DOUG CUMMINGS
OFFICER0.50X000
FieldValueIRS element (for citing)
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions3667663AllOtherContributions
Noncash Contributions99810NoncashContributions
Total Contributions3667663TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column802434TotalRevenueColumn
Exclusion$802,434ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities26017703Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities22265017Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities3752686Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column3752686TotalRevenueColumn
Related Or Exempt Function Income3752686RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionDISCOUNT PLEDGE RECEIVABLESDescription
Business Code900099BusinessCode
Total Revenue Column31532TotalRevenueColumn
Related Or Exempt Function Income31532RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue31532TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column8254315TotalRevenueColumn
Related Or Exempt Function Income3784218RelatedOrExemptFunctionIncome
Exclusion$802,434ExclusionAmount

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total243347Total
Fundraising243347Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total34378Total
Fundraising34378Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total18154Total
Fundraising18154Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total34061Total
Fundraising34061Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total27020Total
Fundraising27020Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total6790Total
Fundraising6790Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total54030Total
Fundraising54030Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total4500Total
Fundraising4500Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total7278Total
Fundraising7278Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total467Total
Fundraising467Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total6418Total
Management And General6418ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total4402678Total
Program Services4402678ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total5175Total
Fundraising5175Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalFundraisingFundraisingManagement And GeneralManagementAndGeneral
CONSULTING SERVICES4503045030
BANK CHARGES3261732617
INVESTMENT ADVISOR FEES2433524335
EMPLOYEE-PATIENT RELATION1597915979
EMPLOYEE DONOR PATIENTS1518415184

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total7274Total
Fundraising7274Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4984715Total
Program Services4402678ProgramServices
Management And General79349ManagementAndGeneral
Fundraising502688Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY165988BOY
EOY490127EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY6090528BOY
EOY5304491EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY18999972BOY
EOY22288556EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY510805BOY
EOY492561EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY25767293BOY
EOY28575735EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY258094BOY
EOY5080EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY258094BOY
EOY5080EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY16902360BOY
EOY19859670EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY6678119BOY
EOY6684886EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1928720BOY
EOY2026099EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY25509199BOY
EOY28570655EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY25767293BOY
EOY28575735EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses3269600ReconcilationRevenueExpenses
Reconcilation Other Changes-208144ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4740028CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1199899CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1255744CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4997293CurrentTaxYearMinus1Year
Current Tax Year3667663CurrentTaxYear
Total15860627Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years4740028CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1199899CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1255744CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4997293CurrentTaxYearMinus1Year
Current Tax Year3667663CurrentTaxYear
Total15860627Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total6781293AmountsSubstContributorsTotal
Public Support Total1709079334PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1033775CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1394940CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1105901CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year521223CurrentTaxYearMinus1Year
Current Tax Year802434CurrentTaxYear
Total4858273Total
FieldValueIRS element (for citing)
Total Support20718900TotalSupport
Gross Receipts From Admissions Etc31532GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.43820PublicSupportPertcentage170
Public Support Pertcent Prior Year0.34940PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance3988186BeginningOfYearBalance
Contributions97379Contributions
Investment Earnings Or Losses447501InvestmentEarningsOrLosses
Other Expenditures465347OtherExpenditures
End Of Year Balance4067719EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance3754022BeginningOfYearBalance
Contributions236000Contributions
Investment Earnings Or Losses31629InvestmentEarningsOrLosses
Other Expenditures29619OtherExpenditures
End Of Year Balance3988186EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance3741986BeginningOfYearBalance
Contributions8100Contributions
Investment Earnings Or Losses57904InvestmentEarningsOrLosses
Other Expenditures61840OtherExpenditures
End Of Year Balance3754022EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.50190BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.49810PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR
Total Revenue8254315TotalRevenue
Total Expenses4984715TotalExpenses
Excess Or Deficit For Year3269600ExcessOrDeficitForYear
Net Unrealized GL On Investments-710832NetUnrealizedGLOnInvestments
Other$502,688OtherAmount
Total Adjustments-208144TotalAdjustments
Excess Or Deficit Per FS3061456ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt7543483TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-710832NetUnrealizedGainsInvestments
Revenue Not Rptd F990-710832RevenueNotRptdF990
Revenue Subtotal8254315RevenueSubtotal
Total Revenue Per Form9908254315TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt4482027TotExpensesEtcAuditedFinclStmt
Expenses Subtotal4482027ExpensesSubtotal
Other Expenses Not Included502688OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt502688ExpensesNotRptdOnFinStmt
Total Expenses Per Form9904984715TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
INTENDED USES FOR ENDOWMENT FUNDSSCHEDULE D, PAGE 2, PART V, LINE 4THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO DONOR-RESTRICTED FUNDS WHICH ARE MANAGED AND CONTROLLED BY THE FOUNDATION AND WERE ESTABLISHED FOR RESEARCH AND EDUCATION. THE FOUNDATION ALSO HAS ONE BOARD-DESIGNATED ENDOWMENT FUND WHICH IS HELD AND MANAGED BY THE FOUNDATION AS A MAINTENANCE ENDOWMENT FUND FOR THE NEW BUILDING. THE FOUNDATION HAS A BENEFICIAL INTEREST WHICH IS HELD BY OKLAHOMA CITY COMMUNITY FOUNDATION, INC.
RECONCILIATION OF CHANGES - OTHERSCHEDULE D, PAGE 4, PART XI, LINE 8ALLOCATED EXPENSE INCURRED BY DEAN MCGEE EYE INSTITUTE 502,688
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHERSCHEDULE D, PAGE 4, PART XIII, LINE 4BALLOCATED EXPENSE INCURRED BY DEAN MCGEE EYE INSTITUTE 502,688

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99099810NoncashContribsRptdF990
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
CLASSES OF MEMBERS OR STOCKHOLDERSFORM 990, PAGE 6, PART VI, LINE 6THE ORGANIZATION HAS ONE MEMBER.
ELECTION OF MEMBERS AND THEIR RIGHTSFORM 990, PAGE 6, PART VI, LINE 7ATHE ORGANIZATION HAS MEMBERS, STOCKHOLDERS OR OTHER PERSONS WHO MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY.
DECISIONS SUBJECT TO APPROVAL OF MEMBERSFORM 990, PAGE 6, PART VI, LINE 7BOKLAHOMA EYE FOUNDATION APPROVES CERTAIN TRANSACTIONS FOR THE ORGANIZATION. IT APPROVES SELECTION/REMOVAL OF TRUSTEES; BORROWINGS IN EXCESS OF 500,000; SALE/DISPOSITON OF ALL OR SUBSTANTIAL CORPORATE ASSETS; CONTRACTS WITH TERMS IN EXCESS OF 5 YEARS OR 500,000; SELECTION OF AUDITORS; AMENDMENT OR RESTATEMENT OF CERTICICATE OF INCORPORATION AND BYLAWS; AND MERGERS, CONSOLIDATIONS, DISSOLUTIONS OR LIQUATION OF CORPORATION.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BTHE RETURN IS MAILED TO THE GOVERNING BODY.
ENFORCEMENT OF CONFLICTS POLICYFORM 990, PAGE 6, PART VI, LINE 12CTHE ORGANIZATION DOES REGULARY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19RECORDS MAY BE REQUESTED TO BE REVIEWED ON SITE OR COPIED FOR A NOMINAL CHARGE.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
OKLAHOMA EYE FOUNDATION
608 STANTON L YOUNG BLVDOKLAHOMA CITYOK73104731396476GOVERANCEOK501C34NAfalse
DEAN A MCGEE EYE INSTITUTE
608 STANTON L YOUNG BLVDOKLAHOMA CITYOK73104736109395PAT. CAREOK501C34NAfalse
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
DEAN MCGEE EYE INSTITUTE
Q4402678
DEAN MCGEE EYE INSTITUTE
R20000

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.