SAM VIERSEN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SAM VIERSEN FAMILY FOUNDATION INC (EIN 73-1295358)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-23
- IRS object ID
- 202612669349100201
- Schema version
- 2025v4.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-23T05:17:35-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271439588 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Conklin Gilpin & Wertz PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2738 E 51st Street Ste 370 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731295358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sam Viersen Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMV | BusinessNameControlTxt |
| Phone | 9189986455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S Boston Ave Ste 1130 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Audra Fogle | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2026-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Seth P Carr | PreparerPersonNm |
| PTIN | P01558322 | PTIN |
| Phone | 9187490921 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,189,891 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,106 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,106 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,106 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,015,125 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,015,125 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,015,125 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,894,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,441,817 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,900,774 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $63,843 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,371 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,914,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,919,005 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,082,074 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,454 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,136 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $28,318 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,805 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,142 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,663 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,596 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,279 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,017 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $10,216 | OccupancyRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $10,455 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $250,509 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $243,214 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,295 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $420,035 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $294,271 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,793 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,906,619 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,906,619 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,326,654 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $294,271 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,001,412 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $587,923 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,624,734 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,082,074 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,245,831 | CashBOYAmt |
| Cash EOY | $613,938 | CashEOYAmt |
| Cash EOYFMV | $613,938 | CashEOYFMVAmt |
| US Government Obligations BOY | $5,510,855 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,284,057 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,284,057 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,606,092 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,944,489 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,944,489 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,010,214 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,527,545 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,527,545 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,294,189 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,819,862 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,819,862 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,667,181 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,189,891 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,189,891 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $11,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $11,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $32,656,181 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,178,891 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,667,181 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,189,891 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,667,181 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,189,891 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,667,181 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $587,923 | ExcessRevenueOverExpensesAmt |
| Other Increases | $938,287 | OtherIncreasesAmt |
| Subtotal | $34,193,391 | SubtotalAmt |
| Other Decreases | $3,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,189,891 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Morgan Stanley ST Covered | P | 2025-01-01 | 2025-12-31 | $2,607,952 | $2,611,208 | -$3,256 | -$3,256 |
| Morgan Stanley LT Covered | P | 2024-01-01 | 2025-12-31 | $3,057,582 | $2,738,549 | $319,033 | $319,033 |
| Morgan Stanley LT Noncovered | P | 2024-01-01 | 2025-12-31 | $58,117 | $18,304 | $39,813 | $39,813 |
| Morgan Stanley ST Covered | P | 2025-01-01 | 2025-12-31 | $940,981 | $958,896 | -$17,915 | -$17,915 |
| Morgan Stanley ST Noncovered | P | 2025-01-01 | 2025-12-31 | $595 | $537 | $58 | $58 |
| Morgan Stanley LT Covered | P | 2024-01-01 | 2025-12-31 | $1,788,893 | $1,428,605 | $360,288 | $360,288 |
| Morgan Stanley LT Noncovered | P | 2024-01-01 | 2025-12-31 | $2,878 | $2,150 | $728 | $728 |
| Morgan Stanley ST Covered | P | 2025-01-01 | 2025-12-31 | $2,503,281 | $2,501,347 | $1,934 | $1,934 |
| Morgan Stanley LT Covered | P | 2024-01-01 | 2025-12-31 | $3,129,052 | $2,376,510 | $752,542 | $752,542 |
| Morgan Stanley LT Noncovered | P | 2024-01-01 | 2025-12-31 | $9,947 | $3,774 | $6,173 | $6,173 |
| Morgan Stanley ST Covered | P | 2025-01-01 | 2025-12-31 | $10,918,433 | $10,835,693 | $82,740 | $82,740 |
| Morgan Stanley LT Covered | P | 2024-01-01 | 2025-12-31 | $3,270,445 | $2,895,984 | $374,461 | $374,461 |
| Morgan Stanley LT Noncovered | P | 2024-01-01 | 2025-12-31 | $15 | $18 | -$3 | -$3 |
| Morgan Stanley ST Noncovered | P | 2025-01-01 | 2025-12-31 | $3,000 | $3,002 | -$2 | -$2 |
| Morgan Stanley LT Noncovered | P | 2024-01-01 | 2025-12-31 | $44,000 | $42,666 | $1,334 | $1,334 |
| Morgan Stanley STNoncovered | P | 2025-01-01 | 2025-12-31 | $35,938 | $34,902 | $1,036 | $1,036 |
| Morgan Stanley LT Noncovered | P | 2024-01-01 | 2025-12-31 | $41,816 | $36,165 | $5,651 | $5,651 |
| Margan Stanley LT Noncovered | P | 2024-01-01 | 2025-12-31 | $28,138 | $27,748 | $390 | $390 |
| Morgan Stanley AMD ST | P | 2025-01-01 | 2025-12-31 | $6,551 | -$6,551 | -$6,551 | |
| Morgan Stanley AMD LT | P | 2024-01-01 | 2025-12-31 | $24,233 | -$24,233 | -$24,233 | |
| Capital Gain Dividends | $754 | ||||||
| Wash Sale | $5,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,900,774 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $63,843 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,484 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $36,484 | SubtotalAmt |
| Tax Based On Investment Income | $36,484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $144 | EsPenaltyAmt |
| Tax Due | $22,128 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Audra Fogle | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9189986455 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S Boston Ave Ste 1130 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Adam Schenk | ||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | President | 1.00 | $0 |
| Sarah Miller | ||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Vice President | 1.00 | $0 |
| Eloise Johnson | ||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Secretary | 1.00 | $0 |
| Terry Costanza | ||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Treasurer | 1.00 | $0 |
| Summer Andrus | ||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 1.00 | $0 |
| Sam Miller | ||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 1.00 | $0 |
| Edith Johnson | ||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 1.00 | $0 |
| Brian Johnson | ||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 1.00 | $0 |
| Jill Johnson | ||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 1.00 | $0 |
| Hugh Robinson | ||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 1.00 | $0 |
| Jason Winters | ||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Director | 1.00 | $0 |
| Audra Fogle | ||||||
| 320 S Boston Ave Ste 1130 | Tulsa | OK | 74103 | Executive Dir. | 40.00 | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,498,651 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $929,884 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,428,535 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $33,428,535 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $501,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,927,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,646,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,646,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,484 | TotalTaxAmt |
| Distributable Before Adj | $1,609,871 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,609,871 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,609,871 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,001,412 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,001,412 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,609,871 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $484,291 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,181,234 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,086,295 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,751,820 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,001,412 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,609,871 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $391,541 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,143,361 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,143,361 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $484,291 | ExcessFromYear3Amt |
| Excess From Year2 | $1,181,234 | ExcessFromYear2Amt |
| Excess From Year1 | $1,086,295 | ExcessFromYear1Amt |
| Excess From Current Year | $391,541 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Audra Fogle | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 S Boston Ave Ste 1130 | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9189986455 | RecipientPhoneNum |
| Form And Info And Materials | None Specified | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must qualify as a 501(c)(3) organization | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Buckhunger | |||||||
| 9004 Belshire Drive | North Richland Hills | TX | 76182 | None | PC | Community Support | $15,000 |
| Community Food Bank of Eastern Okla | |||||||
| 1304 N Kenosha Ave | Tulsa | OK | 74106 | None | PC | Community Support | $25,000 |
| Creek Nation Indian Village | |||||||
| PO Box 580 | Okmulgee | OK | 74447 | None | PC | Community Support | $5,500 |
| Domestic Violence Intervention Serv | |||||||
| 3124 E Apache St | Tulsa | OK | 74110 | None | PC | Community Support | $7,500 |
| Friends of the Okmulgee Public Libr | |||||||
| 218 S Okmulgee Ave | Okmulgee | OK | 74447 | None | PC | Community Support | $3,500 |
| George Miksch Sutton Avian Research | |||||||
| 393636 Gap Road | Bartlesville | OK | 74003 | None | POF | Community Support | $5,000 |
| Girl Scouts of Eastern Oklahoma | |||||||
| 4810 S 129th East Ave | Tulsa | OK | 74134 | None | PC | Community Support | $5,000 |
| Indian Nations Council | |||||||
| 4295 S Garnett Rd | Tulsa | OK | 74146 | None | PC | Community Support | -$6,000 |
| Links Inc | |||||||
| 1200 Massachusetts Ave NW | Washington | DC | 20005 | None | PC | Community Support | $10,200 |
| Make-A-Wish Oklahoma | |||||||
| 4606 E 67th St 313 | Tulsa | OK | 74136 | None | PC | Community Support | $15,000 |
| Oklahoma Dental Foundation | |||||||
| 317 NE 13th Street | Oklahoma City | OK | 73104 | None | POF | Community Support | $20,000 |
| Okmulgee Area Development Corp | |||||||
| 111 E 4th | Okmulgee | OK | 74447 | None | PC | Community Support | $60,500 |
| Okmulgee County Community Garden Co | |||||||
| 1206 S Belmont Ave | Okmulgee | OK | 74447 | None | PC | Community Support | $85,019 |
| Okmulgee County Family Resource Cen | |||||||
| 1501 S Creek Ave | Okmulgee | OK | 74447 | None | PC | Community Support | $91,500 |
| Okmulgee County Humane Society | |||||||
| 1239 N Okmulgee Ave | Okmulgee | OK | 74447 | None | PC | Community Support | $712,000 |
| Okmulgee County Sharks Special Athl | |||||||
| 6835 S Canyon Ave | Tulsa | OK | 74136 | None | PC | Community Support | $15,000 |
| Okmulgee Education Foundation | |||||||
| PO Box 464 | Okmulgee | OK | 74447 | None | POF | Community Support | $12,550 |
| Okmulgee Main Street | |||||||
| 107 E 6th St | Okmulgee | OK | 74447 | None | PC | Community Support | $11,500 |
| Okmulgee Service League | |||||||
| PO Box 913 | Okmulgee | OK | 74447 | None | PC | Community Support | $1,000 |
| OU Foundation | |||||||
| 100 W Timberdell Road | Norman | OK | 73019 | None | POF | Community Support | $25,000 |
| Pets Helping People | |||||||
| 2234 E 56th Pl | Tulsa | OK | 74105 | None | PC | Community Support | $10,000 |
| Preston Elementary School | |||||||
| 10165 Pringey Ave | Preston | OK | 74456 | None | PC | Community Support | $13,500 |
| Resonance Center for Women | |||||||
| 1608 S Elwood Ave | Tulsa | OK | 74119 | None | PC | Community Support | $10,000 |
| Selected Independent Funeral Home | |||||||
| One Overlook Point Ste 530 | Lincolnshire | IL | 60069 | None | PC | Community Support | $3,000 |
| Special Olympics Oklahoma | |||||||
| 6835 S Canton Ave | Tulsa | OK | 74136 | None | PC | Community Support | $2,000 |
| The Rowan Fund | |||||||
| 201 Mullica Hill Road | Glassboro | NJ | 08028 | None | PC | Community Support | $7,000 |
| Tulsa Area United Way | |||||||
| 1430 S Boulder Ave | Tulsa | OK | 74119 | None | PC | Community Support | $15,000 |
| Tulsa Community Foundation | |||||||
| 7030 S Yale Ave 600 | Tulsa | OK | 74136 | None | POF | Community Support | $109,300 |
| University of Central Oklahoma Fdn | |||||||
| 100 N University Drive | Edmond | OK | 73034 | None | POF | Community Support | $2,000 |
| Wilson Community Volunteer Fire Ass | |||||||
| 438 S Park Lane | Atoka | OK | 74525 | None | PC | Community Support | $1,000 |
| Wilson Public Schools | |||||||
| 8867 Chestnut Rd | Henryetta | OK | 74437 | None | PC | Community Support | $1,000 |
| Woody Guthrie Coalition | |||||||
| PO Box 661 | Okemah | OK | 74859 | None | PC | Community Support | $2,500 |
| YMCA of Greater Tulsa | |||||||
| 5400 S Olympia Ave | Tulsa | OK | 74107 | None | PC | Community Support | $82,000 |
| Oklahoma Arts Institute | |||||||
| 111 NW 9th St | Oklahoma City | OK | 73102 | None | PC | Community Support | $2,000 |
| OSU Foundation | |||||||
| 400 S Monroe St | Stillwater | OK | 74074 | None | POF | Community Support | $50,000 |
| Agape Pregnancy Center of Okmulgee | |||||||
| 114 N Grand Ave 100 | Okmulgee | OK | 74447 | None | PC | Community Support | $3,000 |
| Beggs Public Schools | |||||||
| 1201 West 9th | Beggs | OK | 74421 | None | PC | Community Support | $10,000 |
| Blair FFA Chapter | |||||||
| 610 Zinn Ave | Blair | OK | 73526 | None | PC | Community Support | $2,500 |
| Exponent Philanthropy | |||||||
| PO Box 65607 | Washington | DC | 20035 | None | PC | Community Support | $850 |
| First United Methodist Church Food | |||||||
| 1115 S Boulder Ave | Tulsa | OK | 74119 | None | PC | Community Support | $13,500 |
| Green Country Technology Center | |||||||
| 1100 OK-56 Loop | Okmulgee | OK | 74447 | None | PC | Community Support | $26,500 |
| Hawkwatch International | |||||||
| 2240 S 900 E | Salt Lake | UT | 84106 | None | PC | Community Support | $3,000 |
| Henryetta Education Foundation | |||||||
| 523 WestMain Street | Henryetta | OK | 74437 | None | PC | Community Support | $10,000 |
| Heroes Hope Inc | |||||||
| 8415 S 111th East Ave | Tulsa | OK | 74133 | None | PC | Community Support | $5,000 |
| Morris Public School | |||||||
| 307 S 6th St | Morris | OK | 74445 | None | PC | Community Support | $12,500 |
| Oklahoma Project Woman | |||||||
| 7146 S Braden Ave 300 | Tulsa | OK | 74136 | None | PC | Community Support | $20,000 |
| Okmulgee Bridges Out of Poverty | |||||||
| 601 S Oklahoma Ave | Okmulgee | OK | 74447 | None | PC | Community Support | $7,500 |
| Okmulgee Chamber of Commerce | |||||||
| 112 N Morton Ave | Okmulgee | OK | 74447 | None | PC | Community Support | $26,500 |
| PBS Utah | |||||||
| 101 S Wasatch Drive | Salt Lake City | UT | 84112 | None | PC | Community Support | $3,000 |
| San Francisco-Marin Food Bank | |||||||
| 900 Pennsylvania Ave | San Francisco | CA | 94107 | None | PC | Community Support | $7,000 |
| The Academies of Oklahoma | |||||||
| 600 E Strothers Ave | Seminole | OK | 74868 | None | PC | Community Support | $315,200 |
| The University of Chicago | |||||||
| 5801 S Ellis Ave | Chicago | IL | 60637 | None | PC | Community Support | $2,000 |
| The University of Tulsa | |||||||
| 800 S Tucker Dr | Tulsa | OK | 74104 | None | PC | Community Support | $2,000 |
| Tulsa Debate League Inc | |||||||
| 5223 S Harvard Ave Apt D | Tulsa | OK | 74153 | None | PC | Community Support | $1,000 |
| Twin Hills Public School | |||||||
| 7225 Twin Hills Road | Okmulgee | OK | 74447 | None | PC | Community Support | $500 |
| Vista at Entrada School of Performi | |||||||
| 585 E Center St | Ivins | UT | 84738 | None | PC | Community Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,906,619 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,106 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,015,125 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,371 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $754 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,894,221 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,018,985 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,895,592 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,914,577 | 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 | $40,454 | Amt |
| Net Investment Income | $12,136 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $28,318 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $3,527,545 | EOYBookValueAmt |
| EOYFMV | $3,527,545 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock | StockNm |
| EOY Book Value | $18,944,489 | EOYBookValueAmt |
| EOYFMV | $18,944,489 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,284,057 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,284,057 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Alternative Investments | FMV | $3,388,567 | $3,388,567 |
| ETF & CEF Income | FMV | $74,018 | $74,018 |
| Mutual Funds | FMV | $3,357,277 | $3,357,277 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Brokerage Fees & Commissions | $240,086 | $240,086 | |
| Employee Benefits | $552 | $166 | $386 |
| Insurance Expense | $2,532 | $760 | $1,772 |
| Online Services | $2,204 | $661 | $1,543 |
| Operating Expense | $5,135 | $1,541 | $3,594 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,371 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on investments | Desc |
| Amt | $938,287 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Outside Contract Servvices | CategoryTxt |
| Amt | $3,805 | Amt |
| Net Investment Income | $1,142 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,663 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes paid | $13,557 | $13,557 | |
| Other Taxes | $10,300 | ||
| Payroll Taxes | $5,739 | $1,722 | $4,017 |
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