COMMONWEALTH FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- COMMONWEALTH FOUNDATION (EIN 73-1463741)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-30
- IRS object ID
- 202601209349101310
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- 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 | 2026-04-30T13:17:49-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731601878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COFFMAN & COMPANY CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2431 E 61ST ST STE 602 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741361243 | 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 | 731463741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONWEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 9187445222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2431 E 61ST ST STE 600 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741361243 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDI S WIGHTMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9187445222 | PhoneNum |
| Signature | 2026-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYANT J COFFMAN | PreparerPersonNm |
| PTIN | P00547726 | PTIN |
| Phone | 9187478100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,404,210 | 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 | $383,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $383,954 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,136 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,010,713 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,043 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,043 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $380,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $386,997 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $123,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $123,250 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,348 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,348 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,004 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,004 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $161,602 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $161,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $552,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $552,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $714,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $161,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $552,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$333,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $225,395 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,663,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,260,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,260,440 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,171,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,253,332 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,138,450 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $6,971 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,320 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,320 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,841,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,519,092 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,404,210 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,730,679 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,730,679 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,110,961 | RetainedEarningBOYAmt |
| Retained Earning EOY | $788,413 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,841,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,519,092 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,841,640 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,519,092 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,841,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$333,241 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,693 | OtherIncreasesAmt |
| Subtotal | $10,519,092 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,519,092 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY LONG TERM TRADES | P | 2024-01-17 | 2025-04-16 | $1,579,109 | $0 | $1,586,270 | -$7,161 | -$7,161 |
| MORGAN STANLEY SHORT TERM TRADES | P | 2025-05-06 | 2025-07-15 | $427,532 | $0 | $430,579 | -$3,047 | -$3,047 |
| CAPITAL GAINS DIVIDENDS | P | $4,072 | $4,072 | $4,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,136 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,320 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,187 | OverpaymentAmt |
| Applied To ES Tax | $2,187 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RANDI S WIGHTMAN | IndividualWithBooksNm |
| Phone | 9187445222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2431 E 61ST ST STE 600 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741361244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RANDI S WIGHTMAN | ||||||||
| 2125 E 32ND PL | TULSA | OK | 74105 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| MALCOLM S WIGHTMAN | ||||||||
| 7906 S NEW HAVEN AVE | TULSA | OK | 74136 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHLEEN W VAUGHN | ||||||||
| 9012 NE 136TH ST | KIRKLAND | WA | 98034 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,226,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,848,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,308 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,080,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,080,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,205 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,899,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $594,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $594,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,133 | TotalTaxAmt |
| Distributable Before Adj | $591,824 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $591,824 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $591,824 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $552,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $552,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $591,824 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $540,402 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $552,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $540,402 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,098 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $579,726 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RANDI S WIGHTMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2125 E 32ND PL | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741052221 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9187445222 | RecipientPhoneNum |
| Recipient Email Address | JTURNER@FIRSTSTUARTCORP.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER DETAILING ORGANIZATION, PURPOSE & AMOUNT & USE OF REQUEST, COPY OF 501(C)(3) LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE AN ENTITY DESCRIBED IN IRS SECS 501(C)(3) & 170(C)(2). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GEORGE MIKSCH SUTTON AVIAN RESEARCH CENTER | |||||||
| PO BOX 2007 | BARTLESVILLE | OK | 74005 | NONE | PC | FRED N WIGHTMAN ENDOWED FUND FOR ECOLOGICAL STEWARDSHIP | $50,000 |
| GREEN COUNTRY HABITAT FOR HUMANITY | |||||||
| 6235 E 13TH ST | TULSA | OK | 74112 | NONE | PC | GENERAL FUND | $50,000 |
| HOSPICE OF GREEN COUNTRY | |||||||
| 3501 S YALE AVE STE A | TULSA | OK | 74135 | NONE | PC | GENERAL FUND | $10,000 |
| MUSEUM OF TULSA HISTORY | |||||||
| 2445 S PEORIA AVE | TULSA | OK | 74114 | NONE | PC | GENERAL FUND | $20,000 |
| OKLAHOMA EDUCATIONAL TELEVISION AUTHORITY | |||||||
| 7403 N KELLEY AVE | OKLAHOMA CITY | OK | 73111 | NONE | PC | GENERAL FUND | $75,000 |
| OKLAHOMA POLICY INSTITUTE | |||||||
| 907 S DETOIT AVE STE 1005 | TULSA | OK | 74120 | NONE | PC | GENERAL FUND | $10,000 |
| PHOENIX RISING ALTERNATIVE SCHOOL FOUNDATION | |||||||
| 9222 S ELWOOD AVE STE B | JENKS | OK | 74037 | NONE | PC | GENERAL FUND | $10,000 |
| PLANNED PARENTHOOD GREAT PLAINS | |||||||
| 4401 W 109TH ST STE 200 | OVERLAND PARK | KS | 66211 | NONE | PC | GENERAL FUND | $50,000 |
| THE FRONTIER MEDIA GROUP INC | |||||||
| 2121 E 26TH PL | TULSA | OK | 74114 | NONE | PC | GENERAL FUND | $7,500 |
| THE GILCREASE MUSEUM MANAGEMENT TRUST | |||||||
| 1400 N GILCREASE MUSEUM RD | TULSA | OK | 74127 | NONE | PC | GENERAL FUND | $75,000 |
| THE PENCIL BOX | |||||||
| 2435 SW BLVD | TULSA | OK | 74107 | NONE | PC | GENERAL FUND | $10,000 |
| THE UNIVERSITY OF TULSA | |||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | NONE | PC | GENERAL FUND | $75,000 |
| TULSA BALLET | |||||||
| 1212 E 45TH PL SO | TULSA | OK | 74105 | NONE | PC | GENERAL FUND | $20,000 |
| TULSA LAWYERS FOR CHILDREN INC | |||||||
| PO BOX 2254 | TULSA | OK | 74101 | NONE | PC | GENERAL FUND | $25,000 |
| TULSA OPERA INC | |||||||
| 1610 S BOULDER AVE | TULSA | OK | 74119 | NONE | PC | GENERAL FUND | $25,000 |
| TULSA SYMPHONY ORCHESTRA INC | |||||||
| 117 N BOSTON AVE STE 201 | TULSA | OK | 74103 | NONE | PC | GENERAL FUND | $20,000 |
| VOLUNTEERS OF AMERICA OKLAHOMA | |||||||
| 9605 E 61ST ST | TULSA | OK | 74133 | NONE | PC | GENERAL FUND | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $552,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $383,954 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,043 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,136 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $380,861 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $380,861 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY PORTFOLIO | StockNm |
| EOY Book Value | $9,253,332 | EOYBookValueAmt |
| EOYFMV | $11,138,450 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED U.S. INCOME TAX PAYMENTS | Desc |
| BOY Book Value | $6,971 | BOYBookValueAmt |
| EOY Book Value | $5,320 | EOYBookValueAmt |
| EOYFMV | $5,320 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ALLIANCE RESOURCE PARTNERS LP EXPENSES | $9,762 | $9,762 | $0 |
| ENERGY TRANSFER LP EXPENSES | $3,850 | $3,850 | $0 |
| ENTERPRISE PRODUCTS PARTNERS LP EXPENSES | $12,327 | $12,327 | $0 |
| MARGIN INTEREST PAID | $65 | $65 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MORGAN STANLEY CAPITAL MANAGEMENT LLC | Desc |
| Revenue And Expenses Per Books | $3,043 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,043 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,043 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS & NON-TAXABLE DIVIDENDS | Desc |
| Amt | $10,693 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICE FEES | CategoryTxt |
| Amt | $123,250 | Amt |
| Net Investment Income | $123,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2024 FORM 990-PF TAX | $5,289 | $5,289 | $0 |
| FOREIGN TAX WITHHELD FROM DIVIDENDS | $7,059 | $7,059 | $0 |
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