Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE LYLE M GELVIN FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 837   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EUFAULA, OK74432
A Employer identification number

73-1419663
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$9,397,291J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 27,792 27,792  
4 Dividends and interest from securities...... 99,638 99,638  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 341,958
b Gross sales price for all assets on line 6a 1,633,655
7 Capital gain net income (from Part IV, line 2)... 341,958
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 469,388 469,388  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000     60,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,855 4,370   485
c Other professional fees (attach schedule).... Click to see attachment 797 717   80
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 6,332 5,699   633
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 5,700 5,131   569
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 77,684 15,917   61,767
25 Contributions, gifts, grants paid........ 336,900 336,900
26 Total expenses and disbursements. Add lines 24 and 25 414,584 15,917   398,667
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 54,804
b Net investment income (if negative, enter -0-) 453,471
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 247,278 197,242 197,242
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 5,222 687 687
10a Investments—U.S. and state government obligations (attach schedule) 100,556 Click to see attachment100,556 102,555
b Investments—corporate stock (attach schedule)........ 5,578,716 Click to see attachment5,125,437 7,073,074
c Investments—corporate bonds (attach schedule)........ 48,327 Click to see attachment25,000 25,143
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 1,402,859 Click to see attachment1,989,252 1,998,590
14 Land, buildings, and equipment: basis bullet1,495
Less: accumulated depreciation (attach schedule) bullet1,495      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,382,958 7,438,174 9,397,291
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment3,000  
23 Total liabilities (add lines 17 through 22).......... 3,000 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 7,379,958 7,438,174
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 7,379,958 7,438,174
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,382,958 7,438,174
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 7,379,958
2 Enter amount from Part I, line 27a..................... 2 54,804
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 3,412
4 Add lines 1, 2, and 3.......................... 4 7,438,174
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 7,438,174
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a Capital Gain Dividends      
b        
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a        
b       233,900
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a        
b        
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 341,958
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 32,722
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 398,058 8,038,710 0.04952
2011 378,106 8,060,813 0.04691
2010 354,447 7,687,761 0.04611
2009 420,050 7,138,567 0.05884
2008 442,165 8,414,083 0.05255
2 Total of line 1, column (d) ...................... 2 0.25392
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.05079
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 8,765,793
5 Multiply line 4 by line 3....................... 5 445,171
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,535
7 Add lines 5 and 6......................... 7 449,706
8 Enter qualifying distributions from Part XII, line 4.............. 8 398,667
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 9,069
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 9,069
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,069
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 5,222
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,222
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 19
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,866
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHERESE STARR Telephone no.bullet (918) 452-3703
    Located atbulletPO BOX 837EUFAULAOK ZIP+4bullet74432
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    THERESE STARR PRES/TREAS
    5.00     		30,000    
    PO BOX 837
    EUFAULA,OK74432
    TERRY DOVERSPIKE VPRES/SECRE
    5.00     		30,000    
    900 ONEOK PLAZA
    TULSA,OK74103
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    438,290
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    9,069
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,069
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    429,221
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    429,221
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    429,221
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 429,221
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 384,882
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 398,667
    a Applied to 2012, but not more than line 2a 384,882
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 13,785
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2013.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		415,436
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THERESE STARR
    PO BOX 837
    EUFALA,OK74432
    (918) 452-3703
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION, IN ANY FORM, MUST BE SUBMITTED IN WRITING BY THE CHIEF EXECUTIVE OFFICER, MUST INCLUDE A BRIEF DESCRIPTION OF THE ORGANIZATION AND THE PROGRAM NEEDING FUNDING AND INCLUDE EVIDENCE OF CHARITABLE, TAX-EXEMPT STATUS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    OPERATION AWARE
    7226 E 41ST ST
    TULSA,OK74145     		None   PRINTING COSTS OF DRUG EDUCATION MATERIALS 2,500
    CRIME COMMISSION INC
    2121 SOUTH COLUMBIA AVENUE
    TULSA,OK74114     		None   CRIMESTOPPERS PROGRAM 9,000
    SALVATION ARMY
    601 NORTH MAIN STREET
    TULSA,OK74106     		None   ANNUAL DINNER, GENERAL PROGRAM SUPPORT 10,000
    CHILD ABUSE NETWORK
    2828 SOUTH SHERIDAN
    TULSA,OK74129     		NONE   CANDLELIGHT BALL FUNDRAISING EVENT EXPENSES 7,500
    MENTAL HEALTH ASSOCIATION
    1870 SOUTH BOULDER
    TULSA,OK74119     		None   FURNITURE FOR STAFF ROOMS, COMMON AREAS 3,000
    TULSA OPERA INC
    1610 SOUTH BOULDER
    TULSA,OK74119     		None   SUPPORT FOR EDUCATION AND OUTREACH PROGRAMS. 6,000
    YOUTH SERVICES OF TULSA
    311 SOUTH MADISON
    TULSA,OK74120     		None   VIDEO PRODUCTION EXPENSES FOR SAFE PLACE PROGRAM 5,000
    ST JOHN MEDICAL CENTER FOUNDATION
    1923 SOUTH UTICA
    TULSA,OK74104     		None   DEFIBRILLATOR MONITOR AND WIRELESS VIDEO EQUIPMENT 25,000
    ARTS HUMANITIES COUNCIL OF TULSA
    2210 SOUTH MAIN
    TULSA,OK74114     		None   SPONSORSHIP OF MAYFEST. 3,000
    JUNIOR ACHIEVEMENT OF TULSA
    3947 SOUTH 103RD EAST AVENUE
    TULSA,OK74146     		None   SECURITY DOORS. 3,000
    REBUILDING TOGETHER TULSA
    14 EAST 7TH STREET SOUTH
    TULSA,OK74119     		None   PROVIDE FUNDING FOR CONSTRUCTION TOOLS. 1,500
    TULSA BOYS HOME
    2727 SOUTH 137TH WEST AVENUE
    SAND SPRINGS,OK74063     		None   PROVIDE FUNDING FOR MEDICAL TREATMENT AND SUPPLIES FOR TBH RESIDENTS. 5,000
    ALZHEIMERS ASSOCIATION
    6465 SOUTH YALE
    TULSA,OK74136     		None   PROVIDE FUNDING TO PURCHASE COMPUTER EQUIPMENT. 5,000
    NORTHEAST ACTIVE TIMERS
    3119 SOUTH JAMESTOWN AVENUE
    TULSA,OK74135     		None   PROVIDE FUNDING FOR 2 NEW COMPUTERS AND SOFTWARE. 3,500
    HOSPICE OF GREEN COUNTRY
    1120 SOUTH BOSTON
    TULSA,OK74119     		None   PROVIDE FUNDING FOR COURTESY CARE PROGRAM SUPPLIES. 5,000
    NATURE CONSERVANCY
    2727 EAST 21ST SUITE 102
    TULSA,OK74114     		None   PROVIDE FUNDING FOR PURCHASE OF COMPUTER MONITORS. 3,500
    TULSA CASA INC
    700 SOUTH BOSTON AVENUE
    TULSA,OK74119     		None   PROVIDE FUNDING FOR PURCHASE OF WALL MOUNTED TV AND PROJECTOR FOR TRAINING CENTER. 1,500
    TULSA AREA UNITED WAY
    1430 SOUTH BOULDER
    TULSA,OK74119     		None   PROVIDE FUNDING FOR VARIETY OF COMMUNITY SERVICE PROGRAMS. 12,000
    TULSA GILCREASE MUSEUM
    1400 NORTH GILCREASE MUSEUM ROAD
    TULSA,OK74127     		None   PROVIDE FUNDING FOR ADA COMPLIANCE REPAIRS. 5,000
    HAPPY HANDS EDUCATION CENTER
    5717 EAST 32ND STREET SOUTH
    TULSA,OK74135     		NONE   PROVIDE FUNDING FOR FURNITURE & EQUIPMENT FOR NEW CLASSROOM. 3,000
    NEIGHBOR FOR NEIGHBOR
    505 EAST 36TH STREET NORTH
    TULSA,OK74106     		NONE   PROVIDE FUNDING FOR NEW PAGING AND PHONE SYSTEM. 7,500
    AMERICAN RED CROSS
    10151 EAST 11TH
    TULSA,OK74128     		NONE   PROVIDE FUNDING FOR GENERAL PROGRAM SUPPORT. 17,500
    HELPING HANDS MINISTRY OF TULSA
    700 SOUTH BOSTON AVENUE
    TULSA,OK74119     		NONE   PROVIDE FUNDING FOR BASIC NEED ASSISTANCE PROGRAM EXPENSES. 2,000
    IRON GATE TRUST
    501 SOUTH CINCINNATI
    TULSA,OK74119     		NONE   PROVIDE FUNDING FOR PURCHASE OF FOOD. 2,500
    PHILBROOK MUSEUM OF ART
    2727 SOUTH ROCKFORD
    TULSA,OK74114     		NONE   PROVIDE FUNDING FOR EXHIBIT SUPPORT. 3,000
    TULSA AIR SPACE MUSEUM
    3624 NORTH 74TH EAST AVE
    TULSA,OK74115     		NONE   PROVIDE FUNDING FOR EXHIBIT DISPLAYS. 4,000
    TULSA BALLET THEATRE
    1212 EAST 45TH PLACE
    TULSA,OK74105     		NONE   ROVIDE FUNDING FOR EDUCATIONAL PROGRAMS. 5,000
    RIVER PARKS AUTHORITY
    2424 EAST 21ST STREET SUITE 300
    TULSA,OK74114     		NONE   PROVIDE FUNDING FOR FREEDOM FEST SPONSORSHIP. 6,000
    CLAREHOUSE
    7326 EAST 49TH PLACE
    TULSA,OK74145     		NONE   PROVIDE FUNDING FOR NEW LASER COPIER. 2,500
    EMERGENCY INFANT SERVICES
    222 SOUTH HOUSTON AVENUE
    TULSA,OK74127     		NONE   PROVIDE FUNDING FOR INFANT FOOD AND FORMULA. 5,000
    FAMILY CHILDRENS SERVICES
    650 SOUTH PEORIA AVENUE
    TULSA,OK74120     		NONE   PROVIDE FUNDS TO PURCHASE SMART BOARD & LAPTOP FOR OSAGE HILLS LOCATION. 5,000
    HABITAT FOR HUMANITY
    6235 EAST 13TH STREET
    TULSA,OK74127     		NONE   PROVIDE FUNDING FOR FIREPROOF CABINETS. 3,000
    PREVENT BLINDNESS OKLAHOMA
    2506 E 21ST ST B
    TULSA,OK74114     		NONE   PROVIDE FUNDING FOR GENERAL PROGRAM SUPPORT. 5,000
    ROGERS STATE UNIVERSITY FDN
    1701 WEST WILL ROGERS BLVD
    CLAREMORE,OK74017     		NONE PUBLIC PROVIDE FUNDS FOR BENCHES & FENCING OF THE EQUESTRIAN CENTER. 1,700
    RESONANCE CENTER FOR WOMEN
    1608 SOUTH ELWOOD AVENUE
    TULSA,OK74119     		NONE   PROVIDE FUNDS FOR WEBSITE UPGRADE. 5,000
    GILBERT AND SULLIVAN SOCIETY
    2101 SOUTH MAIN STREET
    TULSA,OK74114     		NONE   PROVIDE SUPPORT FOR APPRENTICE PROGRAMS. 3,500
    TULSA ORATORIO CHORUS
    111 EAST 1ST STREET
    TULSA,OK74103     		NONE   PROVIDE FUNDING FOR ORCHESTRA EXPENSES - 2 CONCERTS, PRESENTING SPONSOR. 5,000
    TULSA LIBRARY TRUST
    400 CIVIC CENTER DRIVE
    TULSA,OK74103     		NONE   PROVIDE FUNDING FOR LITERACY PROGRAMS. 1,000
    CENTER FOR INDIVIDUALS WITH PHYSICA
    815 SOUTH UTICA AVENUE
    TULSA,OK74104     		NONE   PROVIDE FUNDING TO PURCHASE EXERCISE & FITNESS EQUIPMENT FOR PHYSICALLY IMPAIRED INDIVIDUALS, GENERAL PROGRAM SUPPORT. 10,000
    UNIVERSITY OF OKLAHOMA FOUNDATION
    4502 EAST 41ST STREET
    TULSA,OK74135     		NONE PUBLIC PROVIDE FUNDING FOR HEALTH CLINIC SUPPLIES. 3,000
    NEW HOPE CAMP INC
    10901 SOUTH YALE AVENUE
    TULSA,OK74137     		NONE   FUNDING FOR SUMMER CAMP EXPENSES FOR KIDS WITH PARENTS IN PRISON. 12,000
    VOLUNTEERS OF AMERICA
    9605 EAST 61ST STREET
    TULSA,OK74133     		NONE   PROVIDE FUNDING FOR UPGRADE OF COMPUTER TECHNOLOGY - SOFTWARE, ROUTERS, SWITCHES. 4,500
    VISITING NURSES ASSOCIATION
    7875 EAST 51ST STREET SOUTH
    TULSA,OK74145     		NONE   TO PROVIDE FUNDING FOR NEW COMPUTER EQUIPMENT. 5,000
    TULSA DAY CENTER FOR THE HOMELESS
    415 WEST ARCHER STREET
    TULSA,OK74103     		NONE   PROVIDE FUNDING FOR LAPTOP COMPUTERS AND COLOR PRINTING OF YEAR END REPORTS. 2,500
    FOUNDATION FOR TULSA SCHOOLS
    3027 SOUTH NEW HAVEN AVENUE
    TULSA,OK74114     		NONE PUBLIC DESIGNER SHOWCASE SPONSORSHIP. 2,500
    YWCA
    1503 SOUTH DENVER AVENUE
    TULSA,OK74119     		NONE   TO PROVIDE FUNDING FOR SOFTWARE UPGRADES. 5,000
    TULSA ADVOCATES FOR PROTECTION OF C
    PO BOX 14044
    TULSA,OK74159     		NONE   PROVIDE FUNDING FOR FOSTER FAMILY RESOURCE CENTER SUPPLIES. 3,000
    HOPE
    4010 WEST NEW ORLEANS AVENUE
    BROKEN ARROW,OK74012     		NONE   PROVIDE FUNDING FOR COURTESY CARE PROGRAM SUPPLIES. 5,000
    GLOBAL GARDENS
    P O BOX 52034
    TULSA,OK74152     		NONE   PROVIDE FUNDING FOR GARDENING EQUIPMENT AND SUPPLIES. 3,000
    LEGAL AID SERVICES
    907 SOUTH DETROIT AVENUE
    TULSA,OK74119     		NONE   PROVIDE FUNDING FOR FIREWALL FOR SOFTWARE SYSTEMS. 3,400
    OKLAHOMA AQUARIUM FOUNDATION
    300 SOUTH AQUARIUM DRIVE
    JENKS,OK74037     		NONE PUBLIC PROVIDE FUNDING FOR COMPUTER EQUIPMENT. 5,000
    MCINTOSH COUNTY YOUTH FAMILY
    107 MCKINLEY STREET
    EUFAULA,OK74432     		NONE   PROVIDE FUNDING FOR NEW COMPUTERS AND SOFTWARE. 7,000
    LIFE SENIOR SERVICES
    5950 EAST 31ST STREET
    TULSA,OK74135     		NONE   PROVIDE FUNDING FOR 2 TABLE TENNIS TABLES , WEATHERIZING BUILDING AT SENIOR CENTER. 3,000
    DOMESTIC VIOLENCE INTERVENTION SERV
    4300 SOUTH HARVARD AVENUE
    TULSA,OK74135     		NONE   PROVIDE FUNDING FOR NEW COMPUTERS AND SIGNATURE PADS. 5,000
    CHAMBER MUSIC TULSA LTD
    2210 SOUTH MAIN STREET A
    TULSA,OK74114     		NONE   PROVIDE FUNDING FOR SOFTWARE UPGRADES. 2,500
    COMMUNITY ACTION RESOURCES ASSOCIAT
    3636 NORTH PEORIA AVENUE
    TULSA,OK74106     		NONE   PROVIDE FUNDING FOR SUMMER PROGRAM SUPPLIES. 1,500
    COMMUNITY SHAREHOUSE FURNITURE BANK
    1073 NORTH OWASSO AVENUE
    TULSA,OK74106     		NONE   PROVIDE FUNDING FOR OFFICESERV 7100 PHONE SYSTEM. 1,300
    DISABILITIES RESOURCES EDUCATIONAL
    PO BOX 52785
    TULSA,OK74152     		NONE   PROVIDE FUNDING FOR SCHOLARSHIPS FOR HANDICAPPED STUDENTS. 3,000
    RSVP
    5756 EAST 31ST STREET
    TULSA,OK74135     		NONE   PROVIDE FUNDING FOR GENERAL PROGRAM SUPPORT. 3,500
    STAND IN THE GAP INC
    3939 S HARVARD AVE 120
    TULSA,OK74135     		NONE   PROVIDE FUNDING FOR 2 LAPTOPS AND PROJECTOR. 3,000
    TULSA GIRLS ART SCHOOL PROJECT INC
    2202 EAST ADMIRAL BOULEVARD
    TULSA,OK74110     		NONE   PROVIDE FUNDING FOR ART SCHOOL SUPPLIES FOR UNDERPRIVILEGED GIRLS 2,000
    AKDAR TEMPLE SHRINERS INTERNATIONAL
    2808 SOUTH SHERIDAN ROAD
    TULSA,OK74129     		NONE   PROVIDE FUNDING FOR PATIENT TRANSPORTATION FUND. 1,500
    AMERICAN DIABETES ASSOCIATION
    6600 SOUTH YALE AVENUE
    TULSA,OK74136     		NONE   PROVIDE FUNDING FOR PRINTING OF EDUCATIONAL BROCHURES. 5,000
    BRIDGES FOUNDATION
    1345 NORTH LEWIS AVENUE
    TULSA,OK74110     		NONE PUBLIC 4 HDTVs FOR TWO OUTSOURCE TRAINING CENTERS. 3,500
    BOY SCOUTS OF AMERICA INDIAN NATION
    4925 SOUTH GARNETT ROAD
    TULSA,OK74146     		NONE   PROVIDE FUNDING FOR THE PURCHASE OF WALL TENTS. 1,500
    COMMUNITY ACTION PROJECT OF TULSA C
    4606 SOUTH GARNETT ROAD
    TULSA,OK74146     		NONE   PROVIDE FUNDING FOR BOOKS FOR LITERACY PROGRAM. 2,000
    CHECOTAH LANDMARK PRESERVATION SOCI
    PO BOX 721
    CHECOTAH,OK74426     		NONE   PROVIDE FUNDING FOR LOCAL HISTORY CURRICULUM FOR HANNA & RYAL SCHOOL SYSTEMS. 5,000
    CREEK COUNTY LITERACY PROGRAM INC
    15 NORTH POPLAR STREET
    SAPULPA,OK74066     		NONE   PROVIDE FUNDING FOR BOOKS, WORKBOOKS & TEACHING SUPPLIES. 1,500
    OSU MEDICAL CENTER FOUNDATION
    744 WEST 9TH STREET
    TULSA,OK74127     		NONE PUBLIC PROVIDE FUNDING FOR HEALTH CLINIC SUPPLIES. 3,000
    OKLAHOMA BAPTIST HOMES FOR CHILDREN
    12700 EAST 76TH STREET NORTH
    OWASSO,OK74055     		NONE   NEW COPIER FOR OWASSO CAMPUS. 3,000
    OPERATION HOPE
    1839 NORTH BOSTON AVENUE
    TULSA,OK74106     		NONE   PROVIDE FUNDING FOR PRE AND POST RELEASE PROGRAMS FOR PRISON INMATES. 2,500
    OKLAHOMA CENTER FOR NONPROFITS INC
    1145 SOUTH UTICA AVENUE
    TULSA,OK74104     		NONE   PROVIDE FUNDING FOR PURCHASE OF SOFTWARE. 1,000
    A POCKET FULL OF HOPE INC
    1325 EAST APACHE STREET
    TULSA,OK74106     		NONE   PROVIDE FUNDING FOR ROOF REPLACEMENT ON NEW FACILITY. 1,500
    SHOW INC
    425 WEST WELLS BOULEVARD
    SAPULPA,OK74066     		NONE   PROVIDE FUNDING FOR REMODELING CLASSROOM/PLAY SPACE FOR SPECIAL NEEDS STUDENTS. 1,500
    SOUTH PEORIA NEIGHBORHOOD ASSOC
    1208 EAST 58TH STREET
    TULSA,OK74105     		NONE   PROVIDE FUNDING FOR WINDOWS 8 AND VIRUS PROTECTION SOFTWARE FOR 10 COMPUTERS. 2,500
    SUMMER LEADERSHIPTULSA COMMUNITY FD
    7030 SOUTH YALE
    TULSA,OK74136     		NONE PUBLIC PROVIDE FUNDING FOR MEAL EXPENSES AT THE SUMMER LEADERSHIP ACADEMY. 1,500
    TULSA SPCA
    2910 MOHAWK BOULEVARD
    TULSA,OK74110     		NONE   PROVIDE FUNDING FOR MODULAR CAGES FOR VET CLINIC. 1,500
    Total .................................bullet 3a 336,900
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 27,792  
    4 Dividends and interest from securities....     14 99,638  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		      233,900 108,058
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   361,330 108,058
    13Total. Add line 12, columns (b), (d), and (e)..................
    13469,388
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID: 13000170
    Software Version: 2013v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THE LYLE M GELVIN FOUNDATION INC
    EIN: 73-1419663
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,855 4,370 0 485

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE LYLE M GELVIN FOUNDATION INC
    EIN: 73-1419663
    Software ID:13000170
    Software Version:2013v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MERRILL LYNCH & CO MEDIUM TERM NOTE    
    BARCLAYS BANK PLC MEDIUM TERM NOTES 25,000 25,143

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE LYLE M GELVIN FOUNDATION INC
    EIN: 73-1419663
    Software ID:13000170
    Software Version:2013v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CAPITAL WORLD GROWTH & INCOME FUND 637,901 977,630
    GROWTH FUND OF AMERICA INC 824,906 1,491,864
    BOND FD OF AMERICA    
    INVESTMENT COMPANY OF AMERICA 1,364,926 1,700,193
    WASHINGTON MUTUAL INVESTORS FUND INC 730,452 989,877
    FIDELITY ADVISOR SR II SHORT FIXED INCOM 164,515 166,257
    INTERMEDIATE BOND FUND OF AMERICA 332,846 332,310
    JPMORGAN MID CAP VALUE 320,537 399,176
    JP MORGAN US SMALL COMPANY FUND 275,487 391,636
    UNDIS MANAGERS BEHAVIORAL VALUE FUND 347,844 499,940
    JPMORGAN TR II CORE BD FD 126,023 124,191

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE LYLE M GELVIN FOUNDATION INC
    EIN: 73-1419663
    Software ID:13000170
    Software Version:2013v3.1
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


    100,556
    State & Local Government Securities - End of Year Fair Market Value:


    102,555


    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE LYLE M GELVIN FOUNDATION INC
    EIN: 73-1419663
    Software ID:13000170
    Software Version:2013v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SAND RIDGE BANK CD AT COST    
    TULSA NAT'L BANK CD AT COST    
    AMER EXP CENTURION BK CD AT COST    
    BMW BK NORTH AMERICA CD AT COST 45,864 45,061
    GE MONEY BANK CD AT COST 10,127 10,054
    GE MONEY BANK CD AT COST 5,022 5,028
    DUBUQUE BANK & TRUST CD AT COST 10,297 10,102
    MECHANICS SAVINGS BANK CD AT COST 25,559 25,304
    GRAYSTONE TOWER BANK CD AT COST 5,126 5,084
    GE MONEY BANK CD AT COST 10,026 10,215
    ALLY BANK CD AT COST    
    GE CAPITAL FINL INC CD AT COST 100,000 100,518
    GOLDMAN SACHS BK USA CD AT COST 85,000 86,120
    AMERICAN EXPRESS CENT BK CD AT COST 170,000 173,363
    GE CAPITAL RETAIL BK CD AT COST 50,000 51,018
    BMW BK NORTH AMERICA CD AT COST 200,000 202,092
    STATE BANK OF INDIA CD AT COST 210,000 213,152
    STATE BANK OF INDIA CD AT COST 25,000 24,997
    DISCOVER BANK CD AT COST 125,000 124,874
    GE CAPITAL BANK CD AT COST 75,000 75,176
    COMPASS BANK CD AT COST 55,000 55,125
    DISCOVER BANK CD AT COST 80,000 80,364
    GOLDMAN SACHS BANK CD AT COST 50,000 50,012
    WORLD'S FOREMOST BANK CD AT COST 200,000 197,830
    AMERICAN EXPRESS CENTURION BANK CD AT COST 50,000 50,019
    GOLDMAN SACHS BANK USA CD AT COST 100,000 100,851
    CROSSFIRST BANK CD AT COST 197,048 197,048
    FIRST OKLAHOMA BANK CD AT COST 105,183 105,183

    TY 2013 LandEtcSchedule2
    Name:
    THE LYLE M GELVIN FOUNDATION INC
    EIN: 73-1419663
    Software ID:13000170
    Software Version:2013v3.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Machinery and Equipment 1,495 1,495    


    TY 2013 OtherExpensesSchedule
    Name:
    THE LYLE M GELVIN FOUNDATION INC
    EIN: 73-1419663
    Software ID:13000170
    Software Version:2013v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 838 754   84
    LICENSES & FEES 35 32   3
    OFFICE 3,835 3,452   383
    TELEPHONE 550 495   55
    UTILITIES 442 398   44


    TY 2013 OtherIncreasesSchedule
    Name:
    THE LYLE M GELVIN FOUNDATION INC
    EIN: 73-1419663
    Software ID:13000170
    Software Version:2013v3.1
    Description Amount
    FAIR MARKET VALUE ADJUSTMENT 3,412


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE LYLE M GELVIN FOUNDATION INC
    EIN: 73-1419663
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER FEES 797 717 0 80


    TY 2013 TaxesSchedule
    Name:
    THE LYLE M GELVIN FOUNDATION INC
    EIN: 73-1419663
    Software ID:13000170
    Software Version:2013v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX 4,535 4,082   453
    FOREIGN TAX PAID ON DIVIDENDS 1,797 1,617   180