ZINK FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ZINK FAMILY FOUNDATION (EIN 23-7246964)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-09-15
- IRS object ID
- 202602599349100500
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-15T09:53:27-04:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237246964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZINK FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZINK | BusinessNameControlTxt |
| Phone | 9188938328 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22151 E 91ST ST S | AddressLine1Txt |
| City | BROKEN ARROW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Darton Zink | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9182588551 | PhoneNum |
| Signature | 2026-09-16 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 |
| Dividends Rev And Expnss | $611,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $611,730 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,271,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,890,271 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,271,430 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,883,160 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,883,160 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,008 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,008 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,203 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,203 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $250,169 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $250,169 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,397 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,333 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $259,777 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $255,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,211 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,791,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,791,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,050,777 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $255,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,795,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,832,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,627,658 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,749,399 | SavAndTempCashInvstBOYAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $37,158,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $688,989 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $10,182,046 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,778,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $49,778,521 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,778,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,778,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,778,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,832,383 | ExcessRevenueOverExpensesAmt |
| Subtotal | $53,610,904 | SubtotalAmt |
| Other Decreases | $53,610,904 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|---|
| Public Traded Securities | $15,259,201 | $0 | $15,351,137 | -$91,936 | -$91,936 | |||
| Public Traded Securities | $16,555,782 | $0 | $10,267,704 | $6,288,078 | $6,288,078 | |||
| Capital Gain Distribution | $75,288 | $0 | $0 | $75,288 | $75,288 | P | 2024-01-02 | 2025-04-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,271,430 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92,124 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $92,124 | SubtotalAmt |
| Tax Based On Investment Income | $92,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $66,926 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $66,926 | TotalPaymentsAndCreditsAmt |
| Tax Due | $25,198 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N A | WebsiteAddressTxt |
| Individual With Books | Zink Family Office | IndividualWithBooksNm |
| Phone | 9188938328 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22151 E 91ST ST S | AddressLine1Txt |
| City | BROKEN ARROW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Darton Zink | ||||||||
| PO Box 52508 | Tulsa | OK | 74152 | Trustee | 5.00 | $0 | $0 | $0 |
| Jamie Zink | ||||||||
| PO Box 52508 | Tulsa | OK | 74152 | Trustee | 5.00 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bank of Oklahoma | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1620 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741011620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Advisor Management Fees | ServiceTypeTxt |
| Compensation | $88,032 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N A | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,146,082 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,189 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,559,288 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,745,559 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,745,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $506,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,239,376 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,661,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,661,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,124 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $92,124 | TotalTaxAmt |
| Distributable Before Adj | $1,569,845 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,569,845 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,569,845 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,795,211 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,795,211 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,569,845 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,761,256 | UndistributedIncomePYAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,795,211 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,761,256 | AppliedToYear1Amt |
| Applied To Current Year | $33,955 | AppliedToCurrentYearAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,535,890 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MANDY DAREING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22151 E 91ST ST | AddressLine1Txt |
| City | BROKEN ARROW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74014 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9188938165 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS MAY BE VERBAL OR WRITTEN AND SHOULD INCLUDE THE PURPOSE OF THE REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 60 DAYS | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY ORGANIZATIONS ENTITLED TO EXEMPTION UNDER IRS SEC 501C3 AND THOSE QUALIFYING AS PUBLIC CHARITIES UNDER OKLAHOMA LAW | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Indian Nations Council BSA | |||||||
| 4295 S Garnett Rd | Tulsa | OK | 74146 | No Relationship | PC | 2025 Shooting Stars | $25,000 |
| Indian Nations Council BSA | |||||||
| 4295 S Garnett Rd | Tulsa | OK | 74146 | No Relationship | PC | Distinguished Leadership | $10,000 |
| Indian Nations Council BSA | |||||||
| 4295 S Garnett Rd | Tulsa | OK | 74146 | No Relationship | PC | Annual Leadership Award | $15,000 |
| Mental Health Association of Oklahoma | |||||||
| 5330 E 31 St 1000 | Tulsa | OK | 74135 | No Relationship | PC | 2025 Carnivale | $60,000 |
| The Salvation Army | |||||||
| 850 E Admiral Blvd | Tulsa | OK | 74120 | No Relationship | PC | 2025 Benefit Dinner | $5,000 |
| New Life Ranch | |||||||
| 160 New Life Ranch Rd | Colcord | OK | 74338 | No Relationship | PC | General Operations | $1,000 |
| Holland Hall | |||||||
| 5666 E 81st St | Tulsa | OK | 74137 | No Relationship | PC | General Operating | $1,000 |
| Philbrook Museum of Art | |||||||
| 2727 S Rockford | Tulsa | OK | 74114 | No Relationship | PC | Art Festival | $10,000 |
| Girl Scouts of Eastern Oklahoma | |||||||
| 2432 E 51 St | Tulsa | OK | 74105 | No Relationship | PC | 2025 Go Girl Gala | $15,000 |
| All Saints Catholic School | |||||||
| 299 S 9th St | Broken Arrow | OK | 74012 | No Relationship | PC | Sponsorship For the Love of All Saints | $1,500 |
| Alzheimers Association of Oklahoma | |||||||
| 6660 S Sheridan Rd Ste 202 | Tulsa | OK | 74113 | No Relationship | PC | Memory Gala 2026 Event Sponsorship | $25,000 |
| Domestic Violence Intervention Services | |||||||
| 3124 E Apache St | Tulsa | OK | 74110 | No Relationship | PC | Operating Support | $5,000 |
| Emergency Infant Services | |||||||
| 1110 S Denver | Tulsa | OK | 74119 | No Relationship | PC | Operating Support | $20,000 |
| Gaining Ground | |||||||
| 9801 S Hudson | Jenks | OK | 74037 | No Relationship | PC | Rock & Read 2025 | $5,000 |
| Gaining Ground | |||||||
| PO Box 4589 | Tulsa | OK | 74014 | No Relationship | PC | Operating Support | $15,000 |
| Girl Scouts of Eastern Oklahoma | |||||||
| 2432 E 51st St | Tulsa | OK | 74105 | No Relationship | PC | Operating Support | $75,000 |
| Girl Scouts of Eastern Oklahoma | |||||||
| 2432 E 51st St | Tulsa | OK | 74105 | No Relationship | PC | Capital Campaign Camp Tall Chief | $250,000 |
| Girl Scouts of Eastern Oklahoma | |||||||
| 2432 E 51st St | Tulsa | OK | 74105 | No Relationship | PC | Go Girls Gala 2026 Event Sponsorship | $15,000 |
| HBA Charitable Foundation | |||||||
| 11545 E 43rd St | Tulsa | OK | 74146 | No Relationship | PC | Build My Future Event Sponsorship | $5,000 |
| Indian Nations Council Inc BSA | |||||||
| 4295 S Garnett Rd | Tulsa | OK | 74146 | No Relationship | PC | European Pheasant Hunt 2025 | $5,000 |
| Indian Nations Council Inc BSA | |||||||
| 4295 S Garnett Rd | Tulsa | OK | 74146 | No Relationship | PC | 2025 Friends of Scouting | $1,000 |
| Indian Nations Council Inc BSA | |||||||
| 4295 S Garnett Rd | Tulsa | OK | 74146 | No Relationship | PC | European Pheasant Hunt 2026 | $10,000 |
| Indian Nations Council Inc BSA | |||||||
| 4295 S Garnett Rd | Tulsa | OK | 74146 | No Relationship | PC | Operating Support | $150,000 |
| Indian Nations Council Inc BSA | |||||||
| 4295 S Garnett Rd | Tulsa | OK | 74146 | No Relationship | PC | Shooting Stars 2026 | $25,000 |
| Indian Nations Council Inc BSA | |||||||
| 4295 S Garnett Rd | Tulsa | OK | 74146 | No Relationship | PC | Eagle Scout & Volunteer Banquet 2026 | $1,500 |
| Indianapolis Motor Speedway Museum | |||||||
| 4750 W 16th St | Indianapolis | IN | 46222 | No Relationship | PC | Operating Support | $5,000 |
| Junior Achievement of Oklahoma Inc | |||||||
| 3947 S 103rd E Ave | Tulsa | OK | 74146 | No Relationship | PC | Operating Support | $15,000 |
| LiteSpeed Flight Demonstration Team | |||||||
| 7501 E Apache St Hanger 18 | Tulsa | OK | 74115 | No Relationship | PC | Operating Support | $5,000 |
| Mental Health Association of Oklahoma | |||||||
| 5330 E 31st St Suite 1000 | Tulsa | OK | 74135 | No Relationship | PC | Carnival Diamond Patron Event Sponsorship | $60,000 |
| National BSA Foundation | |||||||
| 1325 W Walnut Hill Ln | Irving | TX | 75038 | No Relationship | PC | Commitment 1MM Pmt 2 of 3 | $330,000 |
| Oklahoma State University Foundation | |||||||
| PO Box 1749 | Stillwater | OK | 74076 | No Relationship | PC | [23-51800] - Athletics Excellence Fund - | $5,000 |
| Oklahoma State University Foundation | |||||||
| PO Box 1749 | Stillwater | OK | 74076 | No Relationship | PC | Horizon Scholar Fund 1MM 5yr Pmt 1 or 5 | $200,000 |
| Oklahoma State University Foundation | |||||||
| PO Box 1749 | Stillwater | OK | 74076 | No Relationship | PC | OSU Zink Fund Capital Campaign | $100,000 |
| Oklahoma State University Foundation | |||||||
| PO Box 1749 | Stillwater | OK | 74076 | No Relationship | PC | OSU Tulsa Scholarship Luncheon Sponsorship | $40,000 |
| Oklahoma State University Foundation | |||||||
| PO Box 1749 | Stillwater | OK | 74076 | No Relationship | PC | OSU College of Business | $25,000 |
| Oklahoma State University Foundation | |||||||
| PO Box 1749 | Stillwater | OK | 74076 | No Relationship | PC | OSU Possee | $20,000 |
| Oklahoma State University Foundation | |||||||
| PO Box 1749 | Stillwater | OK | 74076 | No Relationship | PC | OSU SAE Formula Racing Team | $15,000 |
| Oklahoma State University Foundation | |||||||
| PO Box 1749 | Stillwater | OK | 74076 | No Relationship | PC | OSU SAE Baja Team | $15,000 |
| Oklahoma State University Foundation | |||||||
| PO Box 1749 | Stillwater | OK | 74076 | No Relationship | PC | OSU Presidents Fellow Priorities Fund | $10,000 |
| OU Foundation | |||||||
| 100 W Timberdell Rd | Norman | OK | 73019 | No Relationship | PC | Zink Scholarship Fund 1MM 5yr Pmt 1 of 5 | $200,000 |
| Philbrook Museum of Art | |||||||
| 2727 S Rockford Rd | Tulsa | OK | 74114 | No Relationship | PC | MIX 2025 Premium Sponsor | $10,000 |
| Philbrook Museum of Art | |||||||
| 2727 S Rockford Rd | Tulsa | OK | 74114 | No Relationship | PC | Operating Support | $50,000 |
| Philbrook Museum of Art | |||||||
| 2727 S Rockford Rd | Tulsa | OK | 74114 | No Relationship | PC | Philbrook Wine Experience 2026 Sponsorship | $40,000 |
| Philbrook Museum of Art | |||||||
| 2727 S Rockford Rd | Tulsa | OK | 74114 | No Relationship | PC | Philbrook Festival 2025 Event Sponsorship | $10,000 |
| Philbrook Museum of Art | |||||||
| 2727 S Rockford Rd | Tulsa | OK | 74114 | No Relationship | PC | Philbrook MIX 2026 Event Sponsorship | $10,000 |
| River Parks Foundation | |||||||
| 2424 E 21st St Ste 300 | Tulsa | OK | 74114 | No Relationship | PC | Capital Campaign | $35,000 |
| Rock Fire Department | |||||||
| 11313 W 48th St N | Sand Springs | OK | 74063 | No Relationship | PC | Operating Support | $5,000 |
| Salvation Army | |||||||
| PO Box 397 | Tulsa | OK | 74101 | No Relationship | PC | Benefit Dinner 2026 Event Sponsorship | $5,000 |
| The Nature Conservancy | |||||||
| 10425 S 82nd E Ave Ste 104 | Tulsa | OK | 74133 | No Relationship | PC | Operating Support | $5,000 |
| Tulsa Area United Way | |||||||
| 1430 S Boulder | Tulsa | OK | 74119 | No Relationship | PC | Tocqueville Society Operating Support | $20,000 |
| Tulsa Ballet | |||||||
| 1212 E 45th Pl | Tulsa | OK | 74105 | No Relationship | PC | Operating Support | $40,000 |
| Tulsa Garden Center at Woodward Park | |||||||
| 2435 S Peoria Ave | Tulsa | OK | 74114 | No Relationship | PC | Operating Support | $10,000 |
| Tulsa Oktoberfest Inc | |||||||
| 2121 S Columbia 205 | Tulsa | OK | 74114 | No Relationship | PC | Oktoberfest 2025 | $183,000 |
| Tulsa Opera | |||||||
| 1610 S Boulder | Tulsa | OK | 74119 | No Relationship | PC | Operating Support | $40,000 |
| Tulsa Police Foundation | |||||||
| 3701 S Harvard 323 | Tulsa | OK | 74135 | No Relationship | PC | Operating Support | $25,000 |
| Tulsa Regional STEM Alliance | |||||||
| 5005 S Darlington Ave | Tulsa | OK | 74135 | No Relationship | PC | Flight Night Mesosphere Sponsorship 2025 | $10,000 |
| Tulsa Regional STEM Alliance | |||||||
| 5005 S Darlington Ave | Tulsa | OK | 74135 | No Relationship | PC | Flight Night 2026 Event Sponsorship | $10,000 |
| Tulsa Symphony Orchestra Inc | |||||||
| 117 N Boston Ste 201 | Tulsa | OK | 74103 | No Relationship | PC | Operating Support | $40,000 |
| Tulsa Tough Inc | |||||||
| 850 E Admiral Blvd | Tulsa | OK | 74120 | No Relationship | PC | Saint Francis Tulsa Tough Sponsorship 2025 | $15,000 |
| Tulsa Tough Inc | |||||||
| 850 E Admiral Blvd | Tulsa | OK | 74120 | No Relationship | PC | Media Tent Event Sponsorship | $15,000 |
| Tulsa Zoo Management Inc | |||||||
| 6421 E 36th St N | Tulsa | OK | 74115 | No Relationship | PC | HallowZooeen WALTZ 2025 Donor Society | $31,000 |
| Tulsa Zoo Management Inc | |||||||
| 6421 E 36th St N | Tulsa | OK | 74115 | No Relationship | PC | Commitment 1.5MM Pmt #4 of 5 | $300,000 |
| Tulsa Zoo Management Inc | |||||||
| 6421 E 36th St N | Tulsa | OK | 74115 | No Relationship | PC | WALTZ World Tour 2026 Event Sponsorship | $16,000 |
| Tulsa Zoo Management Inc | |||||||
| 6421 E 36th St N | Tulsa | OK | 74115 | No Relationship | PC | HallowZOOeen 2026 Event Sponsorship | $10,000 |
| YMCA of the Triangle | |||||||
| 801 Corporate Center Dr | Raleigh | NC | 27607 | No Relationship | PC | Camp Seagull | $5,000 |
| Youth Services of Tulsa Inc | |||||||
| 311 S Madison Ave | Tulsa | OK | 74120 | No Relationship | PC | Operating Support | $10,000 |
| Sutton Avian Research Center | |||||||
| PO Box 2007 | Bartlesville | OK | 74005 | No Relationship | PC | WILD BREW 2025 Sponsor | $10,000 |
| Sutton Avian Research Center | |||||||
| PO Box 2007 | Bartlesville | OK | 74005 | No Relationship | PC | Wildbrew 2026 Event Sponsorship | $10,000 |
| Alzheimers Association of Oklahoma | |||||||
| 6660 S Sheridan Rd 202 | Tulsa | OK | 74113 | No Relationship | PC | 2025 Memory Gala | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,791,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $611,730 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,271,430 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,883,160 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,883,160 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $1,203 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,203 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Mutual Funds | $0 | $0 |
| Corporate Stocks | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Private Equity Limited Partnerships | CategoryOrItemTxt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Foundation adopted a Plan of Liquidation on March 12 2025. Under the plan after providing for all debts commitments taxes and other obligations the Foundation transferred all of its assets to Zink Family Foundation EIN 33-2005631 a tax-exempt charitable non-operating foundation. Upon completion of the asset transfer the Foundation will liquidate and dissolve. The trustees approved the Plan of Liquidation through unanimous written consent and intended the transaction to qualify as a transfer described in IRC 507b2. See attached Plan of Liquidation. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $3,008 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,008 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Assets Transferred per Section 507b2 of Internal Revenue Code See attached Plan of Liquidation | Desc |
| Amt | $53,610,904 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Marketing | $5,333 | $5,333 | $0 | $0 |
| Bank Charges | $64 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Private Equity Management Fees | $111,894 | $111,894 | $0 | $0 |
| Other Professional Fees | $38,447 | $38,447 | $0 | $0 |
| Custodian Management Fees | $99,828 | $99,828 | $0 | $0 |
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