Form990-PF

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 KERR FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)C/O ASC 5101 N CLASSEN BLVD NO 600   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73118
A Employer identification number

73-1256122
B Telephone number (see instructions)

(405) 843-7046
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$26,266,152J 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 273 273  
4 Dividends and interest from securities...... 481,685 481,685  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,793,503
b Gross sales price for all assets on line 6a 6,966,025
7 Capital gain net income (from Part IV, line 2)... 1,793,503
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)....... Click to see attachment 60,491 60,491  
12 Total. Add lines 1 through 11........ 2,335,952 2,335,952  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 360,449 91,115   269,334
14 Other employee salaries and wages...... 123,486 30,872   92,614
15 Pension plans, employee benefits....... 129,846 32,461   97,385
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 16,291 14,662   1,629
c Other professional fees (attach schedule).... Click to see attachment 268,325 243,716   24,609
17 Interest............... 7,728 1,932   5,796
18 Taxes (attach schedule) (see instructions) Click to see attachment 47,901 9,882   24,024
19 Depreciation (attach schedule) and depletion... 40,117 0  
20 Occupancy.............. 13,273 3,318   9,955
21 Travel, conferences, and meetings....... 47,861 11,965   35,896
22 Printing and publications.......... 2,118 529   1,589
23 Other expenses (attach schedule)....... Click to see attachment 129,162 4,269   124,893
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,186,557 444,721   687,724
25 Contributions, gifts, grants paid........ 354,146 354,146
26 Total expenses and disbursements. Add lines 24 and 25 1,540,703 444,721   1,041,870
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 795,249
b Net investment income (if negative, enter -0-) 1,891,231
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............... 82,298 191,651 191,651
2 Savings and temporary cash investments.......... 847,176 764,257 764,257
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...........      
10a Investments—U.S. and state government obligations (attach schedule) 649,594 Click to see attachment0 0
b Investments—corporate stock (attach schedule)........ 10,746,228 Click to see attachment11,436,277 16,264,860
c Investments—corporate bonds (attach schedule)........ 2,774,753 Click to see attachment3,455,773 3,540,298
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 289,401 Click to see attachment314,119 314,119
14 Land, buildings, and equipment: basis bullet1,741,526
Less: accumulated depreciation (attach schedule) bullet922,397 826,778 Click to see attachment819,129 819,129
15 Other assets (describe bullet) Click to see attachment4,306,123 Click to see attachment4,371,838 Click to see attachment4,371,838
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,522,351 21,353,044 26,266,152
Liabilities 17 Accounts payable and accrued expenses.......... 186 509
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 100,000 100,000
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 100,186 100,509
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 20,422,165 21,252,535
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).................... 20,422,165 21,252,535
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 20,522,351 21,353,044
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 20,422,165
2 Enter amount from Part I, line 27a..................... 2 795,249
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 35,121
4 Add lines 1, 2, and 3.......................... 4 21,252,535
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 21,252,535
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 PUBLICLY TRADED SECURITIES P    
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 6,966,025   5,172,522 1,793,503
b
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       1,793,503
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 1,793,503
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  
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 1,001,377 22,329,994 0.044844
2011 900,089 23,327,401 0.038585
2010 680,904 22,836,106 0.029817
2009 1,051,053 20,610,535 0.050996
2008 1,340,044 22,707,973 0.059012
2 Total of line 1, column (d) ...................... 2 0.223254
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 0.044651
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 23,488,876
5 Multiply line 4 by line 3....................... 5 1,048,802
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 18,912
7 Add lines 5 and 6......................... 7 1,067,714
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,041,870
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 37,825
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 0
3 Add lines 1 and 2............................ 3 37,825
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 37,825
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 31,500
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 12,600
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 44,100
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 78
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,197
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet6,197 RefundedBullet 11 0
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
 
 
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 addressbulletWWW.THEKERRFOUNDATION.ORG
    14
    The books are in care ofbulletASSETS SERVICES CO Telephone no.bullet (405) 843-7046
    Located atbullet5101 N CLASSEN BLVD SUITE 600OKLAHOMA CITYOK ZIP+4bullet73118
    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
     
     
    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
     
     
    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
     
     
    .........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
     
     
    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
    LOU C KERR PRESIDENT
    40.00     		199,257 18,289 0
    12501 N MAY AVENUE
    OKLAHOMA CITY,OK73120
    STEVEN S KERR VICE PRESIDENT AND TRUSTEE
    2.00     		63,420 5,317 0
    12501 N MAY AVENUE
    OKLAHOMA CITY,OK73120
    LAURA KERR OGLE VICE PRESIDENT/SECRETARY/T
    8.50     		63,041 5,317 0
    12501 N MAY AVENUE
    OKLAHOMA CITY,OK73120
    CODY T KERR TRUSTEE
    2.00     		17,116 0 0
    12501 N MAY AVENUE
    OKLAHOMA CITY,OK73120
    RUTH LEEBRON LEVENSON TRUSTEE
    2.00     		17,615 0 0
    12501 N MAY AVENUE
    OKLAHOMA CITY,OK73120
    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 0
    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
    ASSET SERVICES COMPANY LLC FINANCIAL AND ACCOUNTING SERVICES 111,535
    5101 N CLASSEN BLVD SUITE 600
    OKLAHOMA CITY,OK73118
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    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
    1,174,444
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    37,825
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    37,825
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,136,619
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,136,619
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    1,136,619
    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 1,136,619
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 579,314
    b Total for prior years:20, 20, 20 0
    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......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,041,870
    a Applied to 2012, but not more than line 2a 579,314
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 462,556
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		674,063
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    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:
    LOU C KERR
    12501 N MAY AVENUE
    OKLAHOMA CITY,OK73120
    (405) 749-7991
    bThe form in which applications should be submitted and information and materials they should include:
    COVER LETTER WITH SUMMARY REQUEST, INSTITUTIONAL PROFILE FORM COMPLETED, PROPOSAL SUMMARY FORM COMPLETED, IRS 501(C)(3) LETTER, PROPOSAL AND DOCUMENTATION AS APPROPRIATE TO THE REQUEST
    cAny submission deadlines:
    APPLICATIONS SHOULD BE SUBMITTED MORE THAN 45 DAYS PRIOR TO QTRLY TTEE MTGS TO ALLOW TIME FOR REVIEW
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GEOGRAPHICAL AREAS FOR CONSIDERATION ARE: (1ST PREFERENCE) ARKANSAS, COLORADO, KANSAS, MISSOURI, NEW MEXICO, OKLAHOMA, TEXAS; AREAS: EDUCATION, HEALTH, CULTURAL, COMMUNITY SERVICE AND HUMAN SERVICE. APPLICATIONS ARE ALSO ACCEPTED FROM THE WASHINGTON D.C. AREA IN RECOGNITION OF SIGNIFICANT AND CONTINUING INFLUENCE OF THE FEDERAL GOVERNMENT ON THE STATE OF OKLAHOMA AND NEIGHBORING REGION.
    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
    ALLIED ARTS FOUNDATION
    1015 NORTH BROADWAY SUITE 200
    OKLAHOMA CITY,OK73102     		  501(C)(3) SUPPORT ALLIED ART'S 2013 ANNUAL CAMPAIGN 12,000
    ANIMAL RESOURSE CENTER INC
    7949 S-I35 SERVICE RD
    OKLAHOMA CITY,OK73149     		  501(C)(3) TO HELP WITH EXPENSES ASSOCIATED WITH BOARDING AND FEEDING ANIMALS SEPERATED FROM THEIR HOMES DURING THE MAY 20,2013 TORNADO 500
    ARKANSAS SHERIFFS YOUTH RANCHES INC
    100 ST VINCENT PL
    BATESVILLE,AR72501     		  501(C)(3) TO PROVIDE FUNDS FOR THE RENOVATION OF MULTIPLE BUILDINGS ON THE AMITY CAMPUS 1,000
    ARMED SERVICES YMCA OF THE USA-LAWTON CHAPTER
    201 SW 4TH ST
    LAWTON,OK73501     		  501(C)(3) TO SUPPORT CHILDCARE ASSISTANCE TO CHILDREN OF MILITARY FAMILYS 5,000
    BRAIN INJURY ASSOCIATION OF MISSOURI INC
    2265 SCHUETZ RD
    ST LOUIS,MO63146     		  501(C)(3) TO HELP PREVENT BRAIN INJURIES IN YOUTH THROUGH THE BIA-MO PREVENTION EDUCATION FOR SCHOOL-AGE PROGRAM 5,000
    BRIGHTMUSIC SOCIETY OF OKLAHOMA
    PO BOX 20254
    OKLAHOMA CITY,OK73156     		  501(C)(3) TO PROVIDE SUPPORT FOR BRIGHTMUSIC'S 2ND ANNUAL SPRING MUSIC FESTIVAL "SCHUBERT & FRIENDS" 2,500
    CENTER FOR CONTEMPORARY ARTS OF SANTE FE INC
    1050 OLD PECOS TRAIL
    SANTA FE,NM87505     		  501(C)(3) TO PROVIDE FUNDING FOR THE YOUTH PARTNERS PROGRAM IN TANDEM WITH THE ESTABLISHED CINEMATHEQUE PARTNERS PROGRAM 2,500
    CHICKASAW LIBRARY SYSTEM
    601 RAILWAY EXPRESS
    ARDMORE,OK73401     		  501(C)(3) FOR THE IMPROVEMENT AND DEVELOPMENT OF ADDITIONAL YOUTH SERVICE AREAS AS PART OF THE RENOVATION OF THE ARDMORE HEADQUARTERS LIBRARY WITH A TEEN ZONE, TWEEN ZONE, AND A LARGER, MORE APPEALING CHILDREN'S SECTION 15,000
    CHILDREN FIRST CEO KANSAS INC
    PO BOX 782964
    WICHITA,KS67278     		  501(C)(3) FOR THE DEVELOPMENT OF THE SCIENCE EXPERIMENT LENDING LIBRARY (SELL) WHICH WILL PROVIDE ALL-AGES SCIENCE EXPERIMENT KITS TO LOCAL YOUTH-BASED PROGRAMS 1,500
    COLORADO MUSIC FESTIVAL
    200 E BASELINE RD
    LAFAYETTE,CO80026     		  501(C)(3) TO PROVIDE FUNDING FOR THE HEARTSTRINGS PROGRAM, THUS SUPPLYING LOW-COST STUDENT LOANS THROUGH THE MUSICAL INSTRUMENT BANK AND NEED-BASED TUITION ASSISTANCE TO LOW INCOME STUDENTS 3,000
    COUNCIL ON FOUNDATIONS
    2121 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202     		  501(C)(3) SUPPORT THE PROGRAMS OF COUNCIL ON FOUNDATIONS 2,240
    CROSS-LINES COOPERATIVE COUNCIL INC
    736 SHAWNEE AVE
    KANSAS CITY,KS66105     		  501(C)(3) TO SUPPORT CROSS-LINES COMMUNITY OUTREACH'S MISSION OF PROVIDING BASIC SERVICES TO THOSE AFFECTED BY POVERTY, WITH THE PURCHASE OF SCHOOL UNIFORMS TO LOW-INCOME STUDENTS IN KANSAS CITY,KANSAS 5,000
    DEVELOPMENTAL WINGS INC
    ROLAND
    ROLAND,OK74954     		  501(C)(3) TO SUPPORT THE EXPANSION OF THE NUMBER OF CHILDREN WITH DEVELOPMENTAL DISABILITIES AND AUTISM WHO ARE ABLE TO PARTICIPATE IN THE DEVELOPMENTAL HORSEBACK RIDING PROGRAM 3,000
    EDMOND HISTORICAL SOCIETY
    431 S BLVD
    EDMOND,OK73034     		  501(C)(3) TO SUPPORT THE MUSENM'S 1889 TERRITORIAL SCHOOLHOUSE PROGRAMS WITH FUNDING FOR A SCHOOLMARM TO CONDUCT LIVING HISTORY PROGRAMMING FOR THE CHILDREN DURING THE 2012-2013 SCHOOL YEAR 3,000
    ELIZABETH RICHARDSON CENTER
    3917 S OLD MISSION RD
    SPRINGDALE,AR72764     		  501(C)(3) TO PROVIDE TOUCHSCREEN COMPUTERS AND PERIPHERAL EQUIPMENT TO ASSIST CHILDREN WITH DEVELOPMENTAL DELAYS AND DISABILITIES AT ERC'S CHILD DEVELOPMENT CENTER IN SILOAM SPRINGS, ARKANSAS 2,500
    FROM THE HEART PRODUCTIONS INC
    1455 MANDALAY BEACH RD
    OXNARD,CA93035     		  501(C)(3) TO HELP UNDERWRITE EXPENSES FOR THE PRODUCTION, DISTRIBUTION AND MARKETING OF A FULL LENGTH FEATURE FILM ENTITLED "LOCKDOWN" WHICH EXPLORES THE SUBJECT OF BULLYING IN THE SCHOOL SYSTEM 30,000
    GEORGIA O'KEEFFE MUSEUM
    217 JOHNSON ST
    SANTA FE,NM87501     		  501(C)(3) TO PROVIDE FUNDING TO SUPPORT TWELVE MONTHS OF PUBLIC ART EXHIBITIONS AND K-12 EDUCATION PROGRAMMING, IN ITS DIVERSE AUDIENCES,COMMUNUTY,AND STEWARSHIP OF THE ARTISTIC LEGACY OF GEORGIA O'KEEFFE 5,000
    GIRL SCOUTS OF NEW MEXICO TRAILS INC
    4000 JEFFERSON PLAZA NE
    ALBUQUERQUE,NM87109     		  501(C)(3) TO UNDERWRITE THE 3RD ANNUAL CAMPOREE FOR OVER 1,200 GIRLS AND PARENTS TO PARTICIPATE IN ACTIVITIES DESIGNED TO ENGAGE YOUNG GIRLS AND WOMEN IN SCIENCE,TECHNOLOGY,ENGINEERING & MATH FIELDS AS WELL AS HEALTH & NUTRITION 5,000
    HEART MINISTRIES
    PO BOX 2068
    HUTCHINSON,KS67504     		  501(C)(3) REFUND OF GRANT FUNDS -2,594
    I2E
    840 RESEARH PKWY
    OKLAHOMA CITY,OK73104     		  501(C)(3) TO SUPPORT THE GOVERNER'S CUP COLLEGIATE BUSINESS PLAN COMPETITION 2,500
    INFANT CRISIS SERVICES INC
    4224 N LINCOLN BLVD
    OKLAHOMA CITY,OK73105     		  501(C)(3) TO SUPPORT THE MOBILE BABY FOOD AND DIAPER PANTRY WHICH REQUIRES FORMULA,FOOD,DIAPERS,INSURANCE, AND OTHER SUPPLIES 2,500
    LEADERSHIP OKLAHOMA INC
    5500 N WESTERN AVE SUITE 142
    OKLAHOMA CITY,OK73118     		  501(C)(3) TO SUPPORT THE YOUTH LEADERSHIP OKLAHOMA CLASS XIII PROGRAM,THUS PROVIDING INCREASED AWARENESS OF CRITICAL ISSUES FACING OKLAHOMA AND PREPARING YOUTH OF TODAY TO BE ENGAGED CITIZENS WILLING TO BE PART OF THE SOLUTION AND A CATALYST FOR POSITIVE CHANGE 2,500
    LIFE CHOICE CENTER FOR WOMEN
    307 W WASHINGTON ST
    HARRISON,MO64701     		  501(C)(3) TO PURCHASE OFFICE FURNITURE FOR BOTH STAFF AND CLASSROOMS AS WELL AS SHELVING AND RACKS FOR FOOD PANTRY AND CLOTHING CLOSET 5,000
    NATIONAL HOUSING TRUST ENTERPRISE PRESERVATION CORPORATION AND SUBSIDIARY
    1101 30TH ST NW 400
    WASHINGTON,DC20007     		  501(C)(3) TO SUPPORT UP TO 75 CHILDREN GRADES 1-8 PARTICIPATING IN THE HUNGRY BRAINS TUTORING INITIATIVE PROGRAM, PROVIDING UP TO 15 HOURS WEEKLY OF YOUTH DEVELOPMENT SUPPORT DURING THE SCHOOL YEAR AND UP TO 30 HOURS IN THE SUMMER 1,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206     		  501(C)(3) TO PROVIDE FUNDING FOR A PEDIATRIC ART THERAPY PROGRAM 3,000
    NATURE CONSERVANCY INC
    2727 E 21ST ST SUITE 102
    TULSA,OK74114     		  501(C)(3) FOR THE CONSTRUCTION OF A SECOND BUILDING WHICH IS A REGIONAL ENVIRONMENTAL SCIENCE FACILITY. THIS BUILDING WILL PROVIDE SPACE FOR VISITING RESEARCH PARTNERS,OFFERING A PRESERVE OFFICE,LAB,STORAGE,MUDROOM,SHOWERS AND TOILET FACILITIES 25,000
    OKLAHOMA CENTER FOR NONPROFITS INC
    720 W WILSHIRE BLVD
    OKLAHOMA CITY,OK73116     		  501(C)(3) TO PROVIDE FUNDING FOR STATEWIDE,MONTHLY TRAINING SESSIONS,WORKSHOPS,AND OTHER EXPERIENTIAL NONPROFIT LEADERSHIPEDUCATION AND ORGANIZATIONAL CAPACITY BUILDING 4,000
    OKLAHOMA CHRISTIAN UNIVERSITY
    2501 E MEMORIAL RD
    EDMOND,OK73136     		  501(C)(3) TO SUPPORT A PROGRAM WHEREIN OKLAHOMA CHRISTIAN UNIVERSITY WILL PARTICIPATE WITH EDMOND PUBLIC SCHOOLS WITH UNIVERSITY STUDENTS TEACHING READING ON IPADS TO STUDENTS IN GRADES 2 THRU 5 5,000
    OKLAHOMA CITY METRO ALLIANCE
    1940 LINWOOD BLVD
    OKLAHOMA CITY,OK73106     		  501(C)(3) TO PROVIDE DISASTER RELIEF WITH THE PURCHASE OF ONE 5,550 WATTAGE GENERATOR SO THAT FIRSTSTEP FACILITIES CAN PROVIDE ELECTRICTY FOR FOOD FREEZERS AND WATER WELL PUMPS 1,500
    OKLAHOMA CITY MUSEUM OF ART
    415 COUCH DRIVE
    OKLAHOMA CITY,OK73102     		  501(C)(3) TO SUPPORT THE MUSEAUM'S EDUCATION AND COMMUNITY OUTREACH PROGRAMS 20,000
    OKLAHOMA MEDICAL RESEARCH FOUNDATION
    825 NE 13TH ST
    OKLAHOMA CITY,OK73104     		  501(C)(3) TO HELP UNDERWRITE THE COSTS OF START UP PACKAGES FOR TWO NEW PRINCIPAL SCIENTISTS WHO WILL FOCUS ON UNDERSTANDING AND TREATING AUTO-IMMUNE DISEASES 50,000
    OKLAHOMA PARTNERSHIP FOR SCHOOL READINESS FOUNDATION INC
    421 NW 13THST STE 270
    OKLAHOMA CITY,OK73103     		  501(C)(3) TO PROVIDE FUNDING FOR "READING BEGINS AT HOME" A NEW PROJECT TO IMPROVE LITERACY RATES BY ENGAGING LOW INCOME PARENTS IN EARLY LEARNING WITH THEIR CHILDREN. 5,000
    OKLAHOMA STATE UNIVERSITY FOUNDATION
    PO BOX 1749
    STILLWATER,OK74076     		  501(C)(3) TO SUPPORT THE 2013 SSB RIATA CENTER FOR ENTREPRENEURSHIP'S VETERNS PROGRAM WHICH SUPPORTS DISABLED OR HONORABLY DISCHARGED VETERNS WHO ARE UNEMPLOYED OR UNDER-EMPLOYED AND WOULD LIKE TO START THEIR OWN BUSINESS 2,500
    OKLAHOMA STATE UNIVERSITY FOUNDATION- INSPIRE CONFERENCE
    PO BOX 1749
    STILLWATER,OK74076     		  501(C)(3) TO SUPPORT THE WOMEN ENTREPRENEURS "INSPIRE" CONFERENCE A DAY LONG CONFERENCE DESIGNED TO MEET THE UNIQUE OBSTACLES,DEMANDS, AND CHALLENGES WOMEN FACE WHEN GROWING OR CREATING THEIR OWN VENTURES 1,500
    OKLAHOMA STATE UNIVERSITY FOUNDATION-ANNUAL BUSINESS LEADERSHIP PROGRAM
    PO BOX 1749
    STILLWATER,OK74076     		  501(C)(3) TO SUPPORT THE OKLAHOMA INTERNATIONAL WOMEN'S FORUM/OSU WOMEN'S BUSINESS LEADERSHIP CONFERENCE HELD ANNUALLY IN TULSA 12,500
    PETFOOD PANTRY OF OKLAHOMA CITY INC
    PO BOX 57678
    OKLAHOMA CITY,OK73157     		  501(C)(3) TO HELP UDERWRITE COST OF SUPPLIES PROVIDED TO ABANDONED OR LOST DOGS AND CATS AS A RESULT OF THE MAY 20, 2013 TORNADO IN MOORE, OKLA 500
    SAMMY'S HOUSE
    2415 TWIN OAKS DR
    AUSTIN,TX78757     		  501(C)(3) TO PROVIDE FUNDING FOR THERAPEUTIC AND ADAPTIVE EQUIPMENT,SUCH AS WALKERS, POSITIONING EQUIPMENT, AND FEEDING EQUIPMENT NECESSARY FOR THE HEALTHY DEVELOPMENT OF CHILDREN WITH SPECIAL MEDICAL/DEVELOPMENTAL NEEDS 5,000
    SAN BOIS CASA INC
    204 S WALL ST
    POTEAU,OK74953     		  501(C)(3) TO PROVIDE FUNDING FOR CASA'S VOLUNTEER RECRUITMENT PROGRAM TI HAVE A VOLUNTEER ADVOCATE FOR EVERY ABUSED AND NEGLECTED CHILD WHO NEEDS ONE 1,000
    SANTA FE PRO MUSICA INC
    PO BOX 2091
    SANTA FE,NM87504     		  501(C)(3) TO SUPPORT PRO MUSICA'S ONGOING SPECIAL EDUCATION PROGRAM ENTITLED "CHAMPS" (CHAMBER MUSIC APPRENTICE ARTISTS PROGRAM) 2,000
    SHOW INC
    425 W WELLS ST
    SAPULPA,OK74066     		  501(C)(3) TO SUPPORT THE CHILDCARE,LATCHKEY AND RESPITE PROGRAMS FOR CHILDREN AND OLDER STUDENTS WITH DEVELOPMENTAL DISABILITIES IN THE SAPULPA/TULSA AREA 5,000
    SOUTH CENTRAL INDUSTRIES INC
    POBOX 3766
    SHAWNEE,OK74802     		  501(C)(3) TO ASSIST WITH THE PURCHASE OF TWO SIX PASSENGER VEHICLES EQUIPPED TO TRANSPORT INDIVIDUALS WITH DISABILITIES TO THEIR VARIOUS DAILY ACTIVITIES 2,500
    SUMMERSTOCK PRODUCTIONS INC
    1050 E 2ND ST 213
    EDMOND,OK73034     		  501(C)(3) UNDERWRITE THE COSTS OF ROYALTY RENTAL FEES FOR THE FOLLOWING 2013 SUMMER SEASON PRODUCTIONS: "THE SOUND OF MUSIC" AND "KISS ME KATE" 5,000
    TEACH FOR AMERICA INC
    1202 W EASTON
    TULSA,OK74127     		  501(C)(3) TO SUPPORT TEACH FOR AMERICA'S SPONSOR TEACHER CAMPAIGN 10,000
    THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES LTD
    815 S UTICA AVE
    TULSA,OK74104     		  501(C)(3) TO SUPPORT THE CENTER'S ADAPTIVE RECREATION PROGRAM, WITH THE PURCHASE OF NEW SOFTWARE AND UPGRADED AND NEW HARDWARE 3,000
    THE CHEROKEE NATIONAL HISTORICAL SOCIETY INC
    PO BOX 515
    TAHLEQUAH,OK74465     		  501(C)(3) FOR GENERAL OPERATING SUPPORT OF COSTS ASSOCIATED WITH ARCHIVES, EXHIBITS, MAINTENANCE AND UPKEEP 5,000
    THE CHRISTMAS CONNECTION
    5728 S MAY AVE
    OKLAHOMA CITY,OK73119     		  501(C)(3) TO HELP PURCHASE SCHOOL UNIFORMS AND SCHOOL SUPPLIES FOR DISTRIBUTION THROUGH THE SCHOOL CONNECTIONS PROGRAM TO STUDENTS FROM LOW INCOME FAMILIES WHO DO NOT HAVE OTHER RESOURCES FOR THESE ITEMS 2,500
    THE GUY FRASER HARRISON ACADEMY FOR THE PERFORMING ARTS INC
    428 W CALIFORNIA SUITE 120
    OKLAHOMA CITY,OK73102     		  501(C)(3) TO SUPPORT THE PROGRAMS OF OKLAHOMA YOUTH ORCHESTRAS AND THE 2014 ANNUAL GIVING CAMPAIGN 2,500
    THE NORMAN PHILHARMONIC
    PO BOX 1060
    NORMAN,OK73072     		  501(C)(3) PROVIDE FINANCIAL ASSISTANCE FOR THE PROFESSIONAL MUSICIANS WHO ARE PERFORMERS FOR THE NORMAN PHILHARMONIC 25,000
    THE PHILLIPS COLLECTION
    1600 21ST ST NW
    WASHINGTON,DC20009     		  501(C)(3) FOR THE ART LINKS MUSEUM IN RESIDENCE PROGRAM FOR THE 2012-2013 SCHOOL YEAR WHICH USES ART INTEGRATION TO ENHANCE K-12 TEACHING AND TO IMPROVE STUDENT PERFORMANCE 5,000
    THE SALVATION ARMY-CENTRAL OKLAHOMA AREA COMMAND
    501 S HARVEY
    OKLAHOMA CITY,OK73109     		  501(C)(3) TO PROVIDE DISASTER RELIEF ASSOCIATED WITH THE MAY 20,2013 TORNADO IN MOORE,OK 2,000
    THE SOCIETY FOR THE ADVANCEMENT OF WOMEN'S HEALTH RESEARCH
    1025 CONNECTICUT AVE NW STE601
    WASHINGTON,DC20036     		  501(C)(3) TO SUPPORT THE "RAISE" PROJECT, A PROGRAM BASED IN WASHINGTON D.C. THAT AIMS TO INCREASE THE PROFESSIONAL RECOGNITION OF WOMEN IN SCIENCS, TECHNOLOGY, ENGINEERING, MATH, AND MEDICINE 6,000
    TULSA AREA UNITED WAY
    1430 S BOULDER AVE W
    TULSA,OK74119     		  501(C)(3) TO PROVIDE FUNDS FOR A WOMEN'S LEADERSHIP COUNCIL THAT WORKS TO IMPROVE THE LIVES OF THOSE LESS FORTUNATE IN THE TULSA AREA 5,000
    TULSA CHILDREN'S MUSEUM
    560 N MAYBELLE AVE
    TULSA,OK74127     		  501(C)(3) TO HELP UNDERWRITE ONGOING ACCESSIBLE DISCOVERY PROGRAM, ALLOWING FOR EQUAL ACCESS TO THE TULSA CHILDREN'S MUSEUM OUTREACH AND DISCOVERY LAB PROGRAMMING FOR CHILDREN AND FAMILIES NO MATTER THE ETHNICITY OR ECONOMICS 3,000
    VAN GO MOBILE ARTS INC
    PO BOX 153
    LAWRENCE,KS66044     		  501(C)(3) TO SUPPORT THE SPRING 2013 VAN GO WORKS FUNDRAISING CAMPAIGN WHICH WOULD SUPPORT THE VALUABLE WORK OF TRANSFORMING THE LIVES OF YOUTH SERVED IN LAWRENCE, KANSAS 3,000
    WHITE FIELDS INC
    7127 N COUNTY LINE RD
    PIEDMONT,OK73078     		  501(C)(3) TO SUPPORT WHITE FIELDS' THERAPY PROGRAM, WHICH TREATS BOYS WHO HAVE BEEN ABUSED AND NEGLECTED THUS EMPOWERING THEM TO BE PRODUCTIVE CITIZENS 1,500
    WORKING CLASSROOM
    423 ATLANTIC AVE SW
    ALBUQUERQUE,NM87102     		  501(C)(3) PROVIDE FUNDING FOR THE STREET CONSERVANCY PROGRAM, ALLOWING 36 WEEKS OF ART AND THEATRE EDUCATION FOR 75 ASPIRING LOW-INCOME MIDDLE AND HIGH SCHOOL STUDENT ARTIST AND ACTORS 5,000
    YWCA OF OKLAHOMA CITY
    2460 W I-44 SERVICE RD
    OKLAHOMA CITY,OK73112     		  501(C)(3) TO FINANCE A NEW 85 BED EMERGENCY SHELTER AND REPURPOSE THE EXISTING SHELTER INTO AN EXTENDED STAY SHELTER. SAID FUNDS WILL ALSO SUPPORT RENOVATIONS OF THE MCFARLAND BRANCH YMCA IN NORTHEAST OKLAHOMA CITY FOR WOMEN AND CHILDREN IN ABUSIVE SITUATIONS 10,000
    Total .................................bullet 3a 354,146
    bApproved for future payment
    AMERICAN INDIAN CULTURAL CENTER FOUNDATION
    900 NORTH BROADWAY SUITE 200
    OKLAHOMA CITY,OK73102     		  501(C)(3) TO HELP FINANCE THE CONSTRUCTION OF THE AMERICAN INDIAN CULTURAL CENTER AND MUSEUM 15,000
    ARTREACH INC
    401 W THAMES ST
    NORWICH,CT06360     		  501(C)(3) FOR CAMP ARTREACH, APROGRAM THAT RUNS THROUGHOUT THE YEAR SERVING METRO DENVER CHILDREN AGES 6-12 THROUGH WORKSHOPS IN THE FINE AND PERFORMING ARTS 3,000
    ARTS AND HUMANITIES COUNCIL OF TULSA INC
    101 E ARCHER ST
    TULSA,OK74103     		  501(C)(3) TO PURCHASE EQUIPMENT FOR A NEW BALLET STUDIO AT DANCE MAKERS PERFORMING ARTS ACADEMY, INCLUDING A SPRUNG FLOOR, BALLET BARRES, AND MIRRORS 7,000
    BISHOP MCGUINNESS HIGH SCHOOL
    801 NW 50TH
    OKLAHOMA CITY,OK73118     		  501(C)(3) FOR THE RENOVATION OF ONE OF THE 25 YEAR OLD SCIENCE ROOMS LOCATED IN THE NEW STEPHEN P. PARSONS MATH AND SCIENCE WING 10,000
    CATHOLIC CHARITIES OF CENTRAL COLORADO
    228 N CASCADE AVE
    COLORADO SPRINGS,CO80903     		  501(C)(3) PROVIDE FUNDING FOR THE FOUR MARIAN HOUSE POVERTY REDUCTION PROGRAMS WHICH MEET IMMEDIATE BASIC NEEDS AND PROVIDE SUPPORT SERVICES FOR ANYONE STRUGGLING TO CARE FOR THEMSELVES AND THERE FAMILIES 2,500
    FINE ARTS INSTITUTE OF EDMOND
    27 E EDWARD ST
    EDMOND,OK73034     		  501(C)(3) PROVIDE FUNDING FOR FINE ARTS INSTITUTE OF EDMOND'S ART THERAPY AND SCHOLARSHIP PROGRAM 4,000
    HEARTLINE INC
    PO BOX 12832
    OKLAHOMA CITY,OK73157     		  501(C)(3) FUNDS TO SUPPORT THE CONTINUATION OF HEARTLINE'S PHONE AND WEB BASED SERVICES INCLUDING THE NATIONAL SUICIDE PREVENTION LIFELINE CHAT, GAMBLING HELPLINE AND CARELINE 7,500
    NATURE CONSERVANCY INC
    2727 E 21ST ST SUITE 102
    TULSA,OK74114     		  501(C)(3) FOR THE CONSTRUCTION OF A SECOND BUILDING WHICH IS A REGIONAL ENVIRONMENTAL SCIENCE FACILITY. THIS BUILDING WILL PROVIDE SPACE FOR VISITING RESEARCH PARTNERS OFFERING A PERSERVE OFFICE,LAB,STORAGE,MUDROOM,SHOWERS AND TOILET FACILITIES 25,000
    OKLAHOMA MEDICAL RESEARCH FOUNDATION
    825 NE 13TH ST
    OKLAHOMA CITY,OK73104     		  501(C)(3) TO HELP UNDERWRITE THE COSTS OF START UP PACKAGES FOR TWO NEW PRINCIPAL SCIENTISTS WHO WILL FOCUS ON UNDERSTANDING AND TREATING AUTO-IMMUNE DISEASES 50,000
    OKLAHOMA STATE UNIVERSITY FOUNDATION
    PO BOX 1749
    STILLWATER,OK74074     		  501(C)(3) TO SUPPORT THE OKLAHOMA INTERNATIONAL WOMEN'S FORUM/OSU WOMEN'S BUSINESS LEADERSHIP CONFERENCE HELD ANNUALLY IN TILSA, OK 12,500
    SOUTHERN NAZARENE UNIVERSITY FOUNDATION
    6729 NW 39TH EXPY
    BETHANY,OK73008     		  501(C)(3) TO SUPPORT "THE WORLD IS AT YOUR DOORSTEPS:CONNECTING SCIENCE TO REALWORLD APPLICATIONS", A PROJECT TO FIRE SCIENCE STUDENTS ASPIRATIONS FOR REAL-LIFE APPLICATIONS OF STUDY AND FUTURE CAREERS IN SCIENCE 5,000
    SYMPHONY OF NORTHWEST ARKANSAS
    605 DICKSON ST
    FAYETTEVILLE,AR72701     		  501(C)(3) FOR THE PURCHASE OF AN ORCHESTRA-QUALITY MUSICAL INSTRUMENT CALLED A CELESTA FROM SAIED MUSIC IN TULSA OK 4,500
    THE LITTLE LIGHT HOUSE INC
    5120 E 36TH ST
    TULSA,OK74135     		  501(C)(3) TO SUPPORT "BUILDING BRIGHTER TOMORROWS FOR CHILDREN WITH SPECIAL NEEDS", A CAPITAL CAMPAIGN TO EXPAND THE FACILITIES AND REDUCE THE NUMBER OF CHILDREN ON THE WAITING LIST, AND TO OFFER MORE SPACE TO PROVIDE ON-SITE SPECIAL NEEDS TRAINING 5,000
    TULSA BALLET THEATRE INC
    1212 E 45TH PL
    TULSA,OK74105     		  501(C)(3) TO HELP FUND THE CENTER FOR DANCE EDUCATION PROGRAMS 5,000
    Total .................................bullet 3b 156,000
    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 ............     		    14 273  
    4 Dividends and interest from securities....     14 481,685  
    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.....     14 60,491  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 1,793,503  
    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).. 0 2,335,952 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,335,952
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN: 73-1256122
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEES 16,291 14,662   1,629

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN: 73-1256122
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 3,455,773 3,540,298

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN: 73-1256122
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 11,436,277 16,264,860

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    THE KERR FOUNDATION INC
    EIN: 73-1256122
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE KERR FOUNDATION INC
    EIN: 73-1256122
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MEMBERSHIP INVESTMENT AT COST 314,119 314,119

    TY 2013 LandEtcSchedule2
    Name:
    THE KERR FOUNDATION INC
    EIN: 73-1256122
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 118,145 0 118,145 118,145
    BUILDINGS 1,109,070 444,955 664,115 664,115
    OFFICE FURNITURE AND FIXTURES 196,194 196,077 117 117
    EQUIPMENT 299,439 270,833 28,606 28,606
    AUTOMOBILES 18,678 10,532 8,146 8,146


    TY 2013 OtherAssetsSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN: 73-1256122
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ARTWORK 101,928 101,928 101,928
    SURRENDER VALUE OF LIFE INSURANCE POLICY 4,204,195 4,269,910 4,269,910


    TY 2013 OtherExpensesSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN: 73-1256122
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUTOMOBILES 15,684 3,921   11,763
    COMMUNITY SUPPORT 112,089 0   112,089
    CONTRACT LABOR 3,528 882   2,646
    DUES AND SUBSCRIPTIONS 44,286 11,072   33,214
    GRANT ADMINISTRATION 16,026 4,007   12,019
    INSURANCE -147,685 -36,921   -110,764
    MISCELLANEOUS BUSINESS EXPENSES 25,338 6,334   19,004
    OFFICE SUPPLIES 7,110 1,778   5,332
    REPAIRS AND MAINTENANCE 30,062 7,516   22,546
    TELEPHONE 11,726 2,931   8,795
    UTILITIES 10,998 2,749   8,249


    TY 2013 OtherIncomeSchedule2
    Name:
    THE KERR FOUNDATION INC
    EIN: 73-1256122
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL AND GAS ROYALTIES 59,929 59,929 59,929
    OTHER INCOME 562 562 562


    TY 2013 OtherIncreasesSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN: 73-1256122
    Description Amount
    ADJUSTMENT TO COST BASIS OF INVESTMENTS AS PROVIDED BY INVESTMENT BROKERS 35,121


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN: 73-1256122
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT 134,549 121,094   13,455
    ADMINISTRATIVE/FINANCIAL 111,535 100,381   11,154
    CUSTODIAL 22,241 22,241   0


    TY 2013 TaxesSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN: 73-1256122
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 13,995 0   0
    FOREIGN TAXES WITHHELD 704 704   0
    GROSS PRODUCTION TAX 3,511 1,755   1,756
    PAYROLL TAXES 29,691 7,423   22,268