LAY FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LAY FAMILY FOUNDATION (EIN 33-2346558)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202621319349103112
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T13:44:56-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204553256PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARINER WEALTH ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14200 E SKELLY DRIVE SUITE 950AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74135ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN332346558EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAYFBusinessNameControlTxt
Phone9183881655PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14200 EAST SKELLY DRIVE SUITE 950AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74135ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHAWN MICHAEL LAYPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9183881655PhoneNum
Signature2026-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHARLIE NIEMANPreparerPersonNm
PTINP01578793PTIN
Phone9183881655PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,522,778FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,110,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11,067InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,067InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,377DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,377DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,372NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,372GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,372CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,164,816TotalRevAndExpnssAmt
Total Net Invst Incm$54,816TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$9,626LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,672AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,036OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,036OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,145OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,479TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,046TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$152,255ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$152,255ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$181,734TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,046TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$152,255TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$983,082ExcessRevenueOverExpensesAmt
Net Investment Income$40,770NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$304,000CashBOYAmt
Cash EOY$303,999CashEOYAmt
Cash EOYFMV$303,999CashEOYFMVAmt
Sav And Temp Cash Invst EOY$44,024SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$44,024SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$93,837OtherInvestmentsBOYAmt
Other Investments EOY$1,032,896OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,174,755OtherInvestmentsEOYFMVAmt
Total Assets BOY$397,837TotalAssetsBOYAmt
Total Assets EOY$1,380,919TotalAssetsEOYAmt
Total Assets EOYFMV$1,522,778TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$397,837RetainedEarningBOYAmt
Retained Earning EOY$1,380,919RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$397,837TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,380,919TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$397,837TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,380,919TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$397,837TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$983,082ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,380,919SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,380,919TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$20,372GrossSalesPriceAmt
Gain Or Loss$20,372GainOrLossAmt
Gains Minus Excess Or Losses$20,372GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$20,372CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$567InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$567SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$567TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$29EsPenaltyAmt
Tax Due$596TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMICHELLE RENEE LAYIndividualWithBooksNm
Phone9183881655PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14200 EAST SKELLY DRIVE SUITE 950AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74135ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BILLY MIKE LAY
4200 EAST SKELLY DRIVE SUITE 950TULSAOK74135DIRECTOR1.00$0$0$0
DEBRA LUCILE LAY
4200 EAST SKELLY DRIVE SUITE 950TULSAOK74135DIRECTOR1.00$0$0$0
SHAWN MICHAEL LAY
4200 EAST SKELLY DRIVE SUITE 950TULSAOK74135DIRECTOR1.00$0$0$0
CHRISTINE SCHMIDT LAY
4200 EAST SKELLY DRIVE SUITE 950TULSAOK74135DIRECTOR1.00$0$0$0
MICHELLE RENEE LAY
4200 EAST SKELLY DRIVE SUITE 950TULSAOK74135DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,050,605AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$356,153AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,406,758TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,406,758AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,101CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,385,657NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,283MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,283MinimumInvestmentReturnAmt
Tax Based On Investment Income$567TaxBasedOnInvestmentIncomeAmt
Total Tax$567TotalTaxAmt
Distributable Before Adj$68,716DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$68,716DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$68,716DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$152,255ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$152,255QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,716DistributableAsAdjustedAmt
Undistributed Income PY$564UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$152,255QualifyingDistributionsAmt
Applied To Year1$564AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$68,716AppliedToCurrentYearAmt
Remaining Distri From Corpus$82,975RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$82,975TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$82,975ExcessDistriCyovToNextYrAmt
Excess From Current Year$82,975ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
180 DISASTER RELIEF
PO BOX 912JENKSOK74037NONEPCGENERAL FUNDING$10,000
918 FULLY INVOLVED
802 ELDER AVEBROKEN ARROWOK74011NONEPCGENERAL FUNDING$3,750
BATTLE CREEK CHURCH
3025 N ASPEN AVEBROKEN ARROWOK74012NONEPCGENERAL FUNDING$1,500
GRACE GRAPEVINE
83 E WALNUT STGRAPEVINETX76051NONEPCGENERAL FUNDING$1,500
HOPE FARM
915 NICHOLS AVEFAIRHOPEAL36532NONEPCGENERAL FUNDING$5,000
LITTLE LIGHT HOUSE
5120 E 36TH STTULSAOK74135NONEPCGENERAL FUNDING$15,000
MEND MEDICAL SERVICES
6216 S LEWIS AVE STE 100TULSAOK74136NONEPCGENERAL FUNDING$5,000
OKLAHOMA STATE SOCIETY
PO BOX 3044OKLAHOMA CITYOK73101NONEPCGENERAL FUNDING$10,000
PROJECT ORPHAN
7315 S LEWIS AVETULSAOK74136NONEPCGENERAL FUNDING$35,005
THE DEMAND PROJECT
4937 S 78TH E AVETULSAOK74145NONEPCGENERAL FUNDING$3,500
THE CHILDREN'S HOSPITAL FOUNDATION
1 INVENTA PLACE 6TH FLOORSILVER SPRINGMD20910NONEPCGENERAL FUNDING$1,500
RONALD MCDONALD HOUSE CHARITIES
110 N CARPENTER STCHICAGOIL60607NONEPCGENERAL FUNDING$1,500
DIFFERENCE MAKERS
6117 CHESTNUT RIDGE ROADHUBBARDOH44425NONEPCGENERAL FUNDING$2,500
TULSA FIREFIGHTERS BENEVOLENCE FUND
1283 S DETROIT AVETULSAOK74120NONEPCGENERAL FUNDING$26,500
WILL'S HOUSE
806 W 118TH ST SJENKSOK74037NONEPCGENERAL FUNDING$2,000
HAPPY HANDS
2 LENOX STWEST SPRINGFIELDMA01089NONEPCGENERAL FUNDING$5,000
THE BENCH FOUNDATION
PO BOX 526OWASSOOK74055NONEPCGENERAL FUNDING$5,000
FOLDS OF HONOR- OKLAHOMA CHAPTER
5971 N PATRIOT DROWASSOOK74055NONEPCGENERAL FUNDING$5,000
BLANKETS OF BLESSING
609 W FREDERICKSBURG STBROKEN ARROWOK74011NONEPCGENERAL FUNDING$2,500
METROCREST SERVICES
1145 N JOSEY LANECARROLLTONTX75006NONEPCGENERAL FUNDING$1,500
SASHA'S PALS
1610 BURNEY LANESOUTHLAKETX76092NONEPCGENERAL FUNDING$1,500
TULSA GIRLS HOME
7315 S LEWIS AVETULSAOK74136NONEPCGENERAL FUNDING$1,500
BIT BY BIT
300 ALLSTON ST APT 509BOSTONMA02135NONEPCGENERAL FUNDING$1,500
UNIVERSITY VILLAGE
PO BOX 2187TULSAOK74102NONEPCGENERAL FUNDING$1,500
SCOTTISH RITE HOSPITAL
2222 WELBORN STDALLASTX75219NONEPCGENERAL FUNDING$1,500
NEW BEGINNING VETERANS & FIRST RESPONDERS
5940 SOUTH RAINBOW BLVDLAS VEGASNV89118NONEPCGENERAL FUNDING$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$152,255TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,067ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,377ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,372ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$54,816ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,816TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SHAWN MICHAEL LAY
14200 EAST SKELLY DRIVE SUITE 950TULSAOK74135$1,100,000Yes (X)
BILLY MIKE LAY
24200 EAST SKELLY DRIVE SUITE 950TULSAOK74135$10,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,672Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWAB INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,032,896BookValueAmt
EOYFMV$1,174,755EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$9,626LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LICENSING FEES$600$0$0
OFFICE EXPENSE$35$0$0
BANK FEES$10$10$0
WEBSITE$3,500$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT EXPENSESCategoryTxt
Amt$14,036Amt
Net Investment Income$14,036NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSHAWN MICHAEL LAYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14200 EAST SKELLY DRIVE SUITE 950AddressLine1Txt
CityTULSACityNm
State AbbreviationOKStateAbbreviationCd
ZIP74135ZIPCd

Comments

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