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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
M D JIROUS AND BARBARA JIROUS
FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)2701 W I 44 SERVICE RD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73112
A Employer identification number

73-1483496
B Telephone number (see instructions)

(405) 942-2936
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$12,125,549
J 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).............. 10,000
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 76 76  
4 Dividends and interest from securities...... 252,853 252,853  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 346,359
b Gross sales price for all assets on line 6a 5,774,920
7 Capital gain net income (from Part IV, line 2)... 346,359
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)....... 7,503 7,503  
12 Total. Add lines 1 through 11........ 616,791 606,791  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 90,000     90,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,000 3,750   1,250
c Other professional fees (attach schedule).... 89,578 89,578    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 21,558 21,558    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 206,136 114,886   91,250
25 Contributions, gifts, grants paid........ 470,400 470,400
26 Total expenses and disbursements. Add lines 24 and 25 676,536 114,886   561,650
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -59,745
b Net investment income (if negative, enter -0-) 491,905
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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...............      
2 Savings and temporary cash investments.......... 983,459 195,252 195,252
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)      
b Investments—corporate stock (attach schedule)........ 9,577,264 Click to see attachment10,305,726 11,930,297
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,560,723 10,500,978 12,125,549
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)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
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 10,560,723 10,500,978
30 Total net assets or fund balances (see instructions)...... 10,560,723 10,500,978
31 Total liabilities and net assets/fund balances (see instructions).. 10,560,723 10,500,978
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 10,560,723
2 Enter amount from Part I, line 27a..................... 2 -59,745
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 10,500,978
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 10,500,978
Form 990-PF (2014)
Form 990-PF (2014)
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 ACCT 6078 P    
b ACCT 6078 P    
c ACCT 6078 P    
d ACCT 6104 P    
e ACCT 6104 P    
ACCT 6104 P    
ACCT 6133 P    
ACCT 2103 P    
ACCT 2181 P    
ACCT 2181 P    
(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 23,153   32,459 -9,306
b 115,499   88,640 26,859
c 45,397   25,447 19,950
d 18,137   14,259 3,878
e 171,521   111,874 59,647
18,716   10,232 8,484
334,183   239,452 94,731
440,406   500,260 -59,854
3,945,674   3,853,219 92,455
662,234   552,719 109,515
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       -9,306
b       26,859
c       19,950
d       3,878
e       59,647
      8,484
      94,731
      -59,854
      92,455
      109,515
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 2 346,359
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 27,173
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 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))
2013      
2012      
2011      
2010      
2009      
2 Total of line 1, column (d) ...................... 2  
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  
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4  
5 Multiply line 4 by line 3....................... 5  
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6  
7 Add lines 5 and 6......................... 7  
8 Enter qualifying distributions from Part XII, line 4.............. 8  
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 (2014)
Form 990-PF (2014)
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 9,838
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 9,838
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 9,838
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 11,550
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 21,550
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
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 11,712
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,840 RefundedBullet 11 4,872
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 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
 
 
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
     
    No
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletNONE
    14
    The books are in care ofbulletM D JIROUS Telephone no.bullet (405) 942-3126
    Located atbullet2701 W I 44 SERVICE RDOKLAHOMA CITYOK ZIP+4bullet73112
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 instructions)? ........
    1b
     
     
    .........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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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
    M D JIROUS PRESIDENT
    1.00
    75,000 0 0
    2701 W I 44 SERVICE RD
    OKLAHOMA CITY,OK73112
    BARBARA JIROUS VICE PRESIDE
    1.00
    5,000 0 0
    2701 W I 44 SERVICE RD
    OKLAHOMA CITY,OK73112
    WILLIAM E OWEN SECRETARY
    1.00
    0 0 0
    13320 N MACARTHUR BLVD
    OKLAHOMA CITY,OK73142
    JAY JIROUS DIRECTOR
    1.00
    5,000 0 0
    2701 W I 44 SERVICE RD
    OKLAHOMA CITY,OK73112
    THOMAS COLLINS DIRECTOR
    1.00
    5,000 0 0
    2701 W I 44 SERVICE RD
    OKLAHOMA CITY,OK73112
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 N/A  
    2  
    All other program-related investments. See 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
    11,183,382
    b
    Average of monthly cash balances.......................
    1b
    898,825
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,082,207
    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
    12,082,207
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    181,233
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,900,974
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    595,049
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    595,049
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    9,838
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,838
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    585,211
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    585,211
    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
    585,211
    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
    561,650
    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
    561,650
    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
    561,650
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2013
    (c)
    2013
    (d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 585,211
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 554,099
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 561,650
    a Applied to 2013, but not more than line 2a 554,099
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2014 distributable amount..... 7,551
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    577,660
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    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
    ALVA HIGH SCHOOL
    501 14TH STREET
    ALVA,OK73717
    NONE 501(C)(3) CONTRIBUTION 2,000
    ALVA INDEPENDENT SCHOOL
    418 FLYNN STREET
    ALVA,OK73717
    NONE 501(C)(3) CONTRIBUTION 1,000
    ALVA LADYBUG BASKETBALL
    418 FLYNN ST
    ALVA,OK73717
    NONE 501(C)(3) CONTRIBUTION 150
    ALVA MIDDLE SCHOOL
    800 W FLYNN STREET
    ALVA,OK73717
    NONE 501(C)(3) CONTRIBUTION 2,000
    AMERICAN CANCER SOCIETY
    6525 N MERIDIAN AVE 110
    OKLAHOMA CITY,OK73116
    NONE 501(C)(3) CONTRIBUTION 3,000
    AMERICAN LEGION POST 91
    PO BOX 327
    WEATHERFORD,OK73096
    NONE 501(C)(3) CONTRIBUTION 1,000
    ANGIE DEBO ELEMENTARY
    16060 N MAY
    EDMOND,OK73013
    NONE 501(C)(3) CONTRIBUTION 1,500
    BLACKWELL ELEMENTARY SCHOOL
    201 E BLACKWELL
    BLACKWELL,OK74631
    NONE 501(C)(3) CONTRIBUTION 4,000
    BOHEMIAN CEMETARY
    E 430 RD
    NOBLE,OK73068
    NONE 501(C)(3) CONTRIBUTION 500
    CALERA POLICE DEPARTMENT
    112 W MAIN ST
    CALERA,OK74730
    NONE 501(C)(3) CONTRIBUTION 1,000
    CALERA SCHOOLS
    209 N 3RD
    CALERA,OK74730
    NONE 501(C)(3) CONTRIBUTION 2,000
    CALERA UNITED METHODIST CHURCH
    111 S MCKINLEY AVE
    CALERA,OK74730
    NONE 501(C)(3) CONTRIBUTION 1,000
    CANYON RIDGE INTERMEDIATE
    3600 S SARA RD
    MUSTANG,OK73064
    NONE 501(C)(3) CONTRIBUTION 1,000
    CENTER OF FAMILY LOVE
    PO BOX 245
    OKARCHE,OK73762
    NONE 501(C)(3) CONTRIBUTION 10,000
    CENTRAL ELEMENTARY
    300 S 9TH ST
    YUKON,OK73099
    NONE 501(C)(3) CONTRIBUTION 1,000
    CHARLES HASKELL ELEMENTARY
    1701 NW 150TH STREET
    EDMOND,OK73013
    NONE 501(C)(3) CONTRIBUTION 1,000
    CHRISTMAS IN ACTION
    PO BOX 3744
    MIDLAND,TX79702
    NONE 501(C)(3) CONTRIBUTION 500
    CHURCH OF CHRIST FELLOWSHIP HALL
    405 S MCKINLEY AVE
    CALERA,OK74730
    NONE 501(C)(3) CONTRIBUTION 1,000
    CITY RESCUE MISSION
    800 W CALIFORNIA AVE
    OKLAHOMA CITY,OK73106
    NONE 501(C)(3) CONTRIBUTION 4,500
    COLLEGE OF THE SW SCHOLARSHIP FUND
    6610 N LOVINGTON HIGHWAY
    HOBBS,NM88240
    NONE 501(C)(3) CONTRIBUTION 2,500
    COTTERAL ELEMENTARY
    2001 W NOBLE AVE
    GUTHRIE,OK73044
    NONE 501(C)(3) CONTRIBUTION 7,000
    CROSSING CHRISTIAN SCHOOL
    14400 N PORTLAND AVE
    OKLAHOMA CITY,OK73134
    NONE 501(C)(3) CONTRIBUTION 5,000
    DEER CREEK FOOTBALL
    6101 NW 206TH ST
    EDMOND,OK73012
    NONE 501(C)(3) CONTRIBUTION 2,300
    DURANT HIGH SCHOOL
    950 GERLACH DRIVE
    DURANT,OK74701
    NONE 501(C)(3) CONTRIBUTION 1,000
    EAST TEXAS BAPTIST UNIVERSITY
    1 TIGER DR
    MARSHALL,TX75670
    NONE 501 (C)(3) CONTRIBUTION 1,000
    EDMOND TRINITY CHRISTIAN CHURCH
    308 NW 164TH STREET
    EDMOND,OK73013
    NONE 501(C)(3) CONTRIBUTION 1,000
    FARLEY STREET BAPTIST CHURCH
    1116 BROWN STREET
    WAXAHACHIE,TX75165
    NONE 501(C)(3) CONTRIBUTION 7,000
    FIRST BAPTIST CHURCH OF CALERA
    THIRD RYAN
    CALERA,OK74730
    NONE 501(C)(3) CONTRIBUTION 1,000
    FOOD BANK
    3355 S PURDUE ST
    OKLAHOMA CITY,OK73179
    NONE 501(C)(3) CONTRIBUTION 4,000
    FREE METHODIST CHURCH
    1500 NW 178TH STREET
    EDMOND,OK73012
    NONE 501(C)(3) CONTRIBUTION 1,000
    GRAHAM BACKPACK BUDDIES
    1006 CALAVERAS ST
    GRAHAM,TX76450
    NONE 501(C)(3) CONTRIBUTION 2,000
    GREYSTONE LOWER ELEMENTARY SCHOOL
    2525 NW 112TH STREET
    OKLAHOMA CITY,OK73120
    NONE 501(C)(3) CONTRIBUTION 1,000
    GROVE VALLEY ELEMENTARY SCHOOL
    3500 DANFORTH ROAD
    EDMOND,OK73012
    NONE 501(C)(3) CONTRIBUTION 2,000
    GUTHRIE HIGH SCHOOL
    200 CROOKS DR
    GUTHRIE,OK73044
    NONE 501(C)(3) CONTRIBUTION 500
    HILLSDALE FREEWILL BAPTIST COLLEGE
    3701 S I-35 ERVICE ROAD
    MOORE,OK73160
    NONE 501(C)(3) CONTRIBUTION 3,000
    HOPE FOR PAWS
    8950 W OLYMPIC BLVD 525
    LOS ANGELES,CA90211
    NONE 501(C)(3) CONTRIBUTION 150
    HOWARD COLLEGE
    1001 BIRDWELL LN
    BIG SPRING,TX79720
    NONE 501(C)(3) CONTRIBUTION 3,000
    JACKCONVILLE BAPTIST COLLEGE
    105 B J ALBRITTON DR
    JACKSONVILLE,TX75766
    NONE 501 (C)(3) CONTRIBUTION 1,000
    JESUS HOUSE
    1335 W SHERIDAN AVE
    OKLAHOMA CITY,OK73106
    NONE 501(C)(3) CONTRIBUTION 2,000
    LIFE CHURCH
    4600 E 2ND STREET
    EDMOND,OK73034
    NONE 501(C)(3) CONTRIBUTION 2,000
    MUSTANG CREEK ELEM
    10821 SW 15TH ST
    YUKON,OK73099
    NONE 501(C)(3) CONTRIBUTION 1,000
    MUSTANG NORTH MIDDLE SCHOOL
    10901 SW 15TH ST
    YUKON,OK73099
    NONE 501(C)(3) CONTRIBUTION 1,000
    MUSTANG PRAIRIE VIEW ELEMENTARY
    906 SOUTH HEIGHTS DR
    MUSTANG,OK73064
    NONE 501(C)(3) CONTRIBUTION 1,000
    MUSTANG TRAILS ELEMENTARY
    12025 SW 15TH ST
    YUKON,OK73099
    NONE 501(C)(3) CONTRIBUTION 1,000
    MYERS ELEMENTARY
    1200 S 1ST
    YUKON,OK73099
    NONE 501(C)(3) CONTRIBUTION 1,000
    NEW CHURCH
    9201 N ROCKWELL AVE
    OKLAHOMA CITY,OK73132
    NONE 501(C)(3) CONTRIBUTION 1,000
    NEW HEIGHTS ELEMENTARY SCHOOL
    1715 UNIVERSITY BLVD
    DURANT,OK74701
    NONE 501(C)(3) CONTRIBUTION 1,000
    NEW LIFE ASSEMBLY OF GOD
    4121 SE 59TH
    DEL CITY,OK73135
    NONE 501(C)(3) CONTRIBUTION 1,000
    NWOSU FOUNDATION
    709 OKLAHOMA BLVD
    ALVA,OK73717
    NONE 501(C)(3) CONTRIBUTION 3,500
    OAKDALE SCHOOL FOUNDATION
    10901 N SOONER RD
    EDMOND,OK73013
    NONE 501(C)(3) CONTRIBUTION 3,250
    OCCC FDN
    7777 SOUTH MAY AVE
    OKLAHOMA CITY,OK73159
    NONE 501(C)(3) CONTRIBUTION 2,000
    ODESSA COLLEGE SCHOLARSHIP FUND
    201 W UNIVERSITY
    ODESSA,TX79764
    NONE 501(C)(3) CONTRIBUTION 2,000
    OETA
    7403 N KELLEY AVE
    OKLAHOMA CITY,OK73111
    NONE 501(C)(3) CONTRIBUTION 35,000
    OK CO SHERIFFS
    201 N SHARTEL AVE
    OKLAHOMA CITY,OK73102
    NONE 501(C)(3) CONTRIBUTION 15,000
    OK DISC GOLF FDN
    8086 S YALE STE 174
    TULSA,OK74136
    NONE 501(C)(3) CONTRIBUTION 500
    OKC ROCKWOOD ELEMENTARY
    3101 SW 24TH ST
    OKLAHOMA CITY,OK73108
    NONE 501(C)(3) CONTRIBUTION 1,000
    OKLAHOMA HISTORICAL SOCIETY
    800 NAZIH ZUHDI DRIVE
    OKLAHOMA CITY,OK73105
    NONE 501(C)(3) CONTRIBUTION 150,000
    ORDER OF DEMOLAY
    PO BOX 891223
    OKLAHOMA CITY,OK73189
    NONE 501(C)(3) CONTRIBUTION 3,000
    ORDER OF EASTERN STAR
    126 W HACKBERRY AVE
    ENID,OK73701
    NONE 501 (C)(3) CONTRIBUTION 6,000
    OSU FOUNDATION
    400 S MONTROE ST
    STILLWATER,OK74074
    NONE 501(C)(3) CONTRIBUTION 1,000
    PERRY CHAMBER OF COMMERCE
    300 6TH STREET
    PERRY,OK73077
    NONE 501(C)(3) CONTRIBUTION 250
    PERRY MAIN STREET
    PO BOX 188
    PERRY,OK73077
    NONE 501(C)(3) CONTRIBUTION 1,500
    PHS ALUMNI SCHOLARSHIP FUND
    606 CEDAR
    PERRY,OK73077
    NONE 501(C)(3) CONTRIBUTION 75,000
    PIERGE ELEMENTARY
    27010 S TULSA AVE
    OKLAHOMA CITY,OK73159
    NONE 501(C)(3) CONTRIBUTION 500
    PUTNAM CITY NORTH HIGH SCHOOL
    11800 N ROCKWELL AVE
    OKLAHOMA CITY,OK73162
    NONE 501(C)(3) CONTRIBUTION 1,000
    PUTNAM CITY SCHOOL ATHLETIC
    11800 N ROCKWELL AVE
    OKLAHOMA CITY,OK73162
    NONE 501(C)(3) CONTRIBUTION 2,250
    QUAIL CREEK ELEMENTARY SCHOOL
    11700 THORN RIDGE ROAD
    OKLAHOMA CITY,OK73120
    NONE 501(C)(3) CONTRIBUTION 500
    RAINBOW GIRLS SCHOLARSHIP
    PO BO 1459
    GUTHRIE,OK73044
    NONE 501(C)(3) CONTRIBUTION 12,000
    RALPH DOWN ELEMENTARY
    7501 WEST HEFNER RD
    OKLAHOMA CITY,OK73162
    NONE 501(C)(3) CONTRIBUTION 1,500
    ROAD RUNNER FOOD BK
    5840 OFFICE BLVD NE
    ALBUQUERQUE,NM87109
    NONE 501(C)(3) CONTRIBUTION 2,000
    S PLAINS COLLEGE SCHOLARSHIP FUND
    1401 COLLEGE AVE
    LEVELLAND,TX79336
    NONE 501(C)(3) CONTRIBUTION 2,000
    SALVATION ARMY
    311 SW 5TH STREET
    OKLAHOMA CITY,OK73101
    NONE 501(C)(3) CONTRIBUTION 7,000
    SCOTTISH RITE GUTHRIE VALLEY
    PO BOX 70
    GUTHRIE,OK73044
    NONE 501(C)(3) CONTRIBUTION 3,000
    SCOTTISH RITE MCALISTER VALLEY
    305 N 2ND STREET
    MCALESTER,OK74501
    NONE 501(C)(3) CONTRIBUTION 1,000
    SCOTTISH RITE TULSA VALLEY
    9525 E 51ST STREET G
    TULSA,OK74145
    NONE 501(C)(3) CONTRIBUTION 2,000
    SE OKLAHOMA STATE UNIV
    1405 N 4TH
    DURANT,OK74701
    NONE 501(C)(3) CONTRIBUTION 3,000
    SHEDECK ELEM
    2100 S HOLLY AVE
    YUKON,OK73099
    NONE 501(C)(3) CONTRIBUTION 1,000
    SOUTHMOORE GOLF CLUB
    PO BOX 7071
    MOORE,OK73160
    NONE 501(C)(3) CONTRIBUTION 2,000
    SOUTHMOORE THEATRE BOOSTERS
    1500 SE 4TH ST
    MOORE,OK73160
    NONE 501(C)(3) CONTRIBUTION 1,000
    ST EUGENE CATHOLIC SCHOOL
    2400 W HEFNER RD
    OKLAHOMA CITY,OK73120
    NONE 501(C)(3) CONTRIBUTION 500
    SUL ROSS STATERIO GRAND UNIVERSITY
    400 N HARRISON STREET
    ALPINE,TX79830
    NONE 501(C)(3) CONTRIBUTION 2,000
    SUMMIT MIDDLE SCHOOL
    1703 NW 150TH
    EDMOND,OK73013
    NONE 501(C)(3) CONTRIBUTION 2,000
    SWOSU FOUNDATION
    100 CAMPUS DRIVE
    WEATHERFORD,OK73096
    NONE 501(C)(3) CONTRIBUTION 2,500
    TRINITY FARM OF THE WESTERN RE
    7821 FERGUSON RD
    STREETSBORO,OH44241
    NONE 501(C)(3) CONTRIBUTION 2,500
    TURNING POINT
    601 INDIANA ST
    GRAHAM,TX76450
    NONE 501(C)(3) CONTRIBUTION 1,000
    UNITED FUND OF PERRY
    1010 7TH STREET
    PERRY,OK73077
    NONE 501(C)(3) CONTRIBUTION 250
    UNIVERSITY OF OKLAHOMA FOUNDATION
    100 TIMBERDELL ROAD
    NORMAN,OK73019
    NONE 501(C)(3) CONTRIBUTION 10,000
    UNIVERSITY OF TEXAS PERMIAN BASIN
    4901 E UNIVERSITY BLVD
    ODESSA,TX79762
    NONE 501(C)(3) CONTRIBUTION 2,000
    VIRGINIA'S HOUSE
    729 ELM ST
    GRAHAM,TX76450
    NONE 501(C)(3) CONTRIBUTION 1,000
    WARREN HIGH SCHOOL
    395 FM 3290
    WARREN,TX77664
    NONE 501 (C)(3) CONTRIBUTION 2,500
    WEST ELEMENTARY
    8400 GREYSTONE AVE
    OKLAHOMA CITY,OK73120
    NONE 501(C)(3) CONTRIBUTION 1,000
    WEST FIELD ELEMENTARY SCHOOL
    17601 N PENNSYLVANIA AVE
    EDMOND,OK73012
    NONE 501(C)(3) CONTRIBUTION 1,000
    WEST TX COLLEGE SCHOLARSHIP FUND
    6200 COLLEGE AVE
    SNYDER,TX79549
    NONE 501(C)(3) CONTRIBUTION 2,000
    WILEY POST ELEMENTARY
    6920 BRITTON ROAD
    OKLAHOMA CITY,OK73132
    NONE 501(C)(3) CONTRIBUTION 1,500
    WILL ROGERS ELEMENTARY
    8201 NW 122ND
    OKLAHOMA CITY,OK73142
    NONE 501(C)(3) CONTRIBUTION 1,000
    YMCA OF PERRY
    107 N 7TH STREET
    PERRY,OK73077
    NONE 501(C)(3) CONTRIBUTION 1,000
    NICHOLS HILLS PARKS INC
    6407 AVONDALE DR
    NICHOLS HILLS,OK73116
    NONE 501(C)(3) CONTRIBUTION 300
    Total .................................bullet 3a 470,400
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 76  
    4 Dividends and interest from securities....     14 252,853  
    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.....     18 7,503  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 346,359  
    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)..   606,791  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13606,791
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    M D JIROUS AND BARBARA JIROUS
    FOUNDATION INC
    Employer identification number

    73-1483496
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    M D JIROUS AND BARBARA JIROUS
    FOUNDATION INC
    Employer identification number

    73-1483496
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    JIROUS INVESTMENTS
     

       
    2701 W I 44 SERVICE RD
     
    OKLAHOMA CITY, OK73112

    $10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

       
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    M D JIROUS AND BARBARA JIROUS
    FOUNDATION INC
    Employer identification number

    73-1483496
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    M D JIROUS AND BARBARA JIROUS
    FOUNDATION INC
    Employer identification number

    73-1483496
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    M D JIROUS AND BARBARA JIROUS
    FOUNDATION INC
    EIN: 73-1483496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 5,000 3,750   1,250

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    M D JIROUS AND BARBARA JIROUS
    FOUNDATION INC
    EIN: 73-1483496
    Name of Stock End of Year Book Value End of Year Fair Market Value
    WELLS FARGO 6049 10,960 8,360
    WELLS FARGO 6078 287,451 431,596
    WELLS FARGO 6104 351,722 400,324
    WELLS FARGO 6133 3,954,986 5,042,607
    UBS 2103    
    UBS 2181 5,700,607 6,047,410

    TY 2014 OtherIncomeSchedule2
    Name:
    M D JIROUS AND BARBARA JIROUS
    FOUNDATION INC
    EIN: 73-1483496
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CAPITAL GAIN DISTRIBUTIONS 2,560 2,560  
    SECURITY BASIS ADJUSTMENTS 4,943 4,943  


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    M D JIROUS AND BARBARA JIROUS
    FOUNDATION INC
    EIN: 73-1483496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 89,578 89,578    


    TY 2014 SubstantialContributorsSch
    Name:
    M D JIROUS AND BARBARA JIROUS
    FOUNDATION INC
    EIN: 73-1483496
    Name Address
    MARVIN BARBARA JIROUS 2701 W I 44 SERVICE RD
    OKLAHOMA CITY,OK73112


    TY 2014 TaxesSchedule
    Name:
    M D JIROUS AND BARBARA JIROUS
    FOUNDATION INC
    EIN: 73-1483496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD FROM DIVIDE 2,868 2,868    
    U.S. TREASURY 964 964    
    SECRETARY OF STATE 65 65    
    FEDERAL INCOME TAXES 2014 11,500 11,500    
    FEDERAL INCOME TAXES 6,161 6,161