Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
THE GELVIN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 837
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EUFAULA, OK74432
A Employer identification number

73-1419663
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$9,126,740J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 Sch. B .............
3 Interest on savings and temporary cash investments 28,437 28,437  
4 Dividends and interest from securities... 115,986 115,986  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 382,496
b Gross sales price for all assets on line 6a 1,257,279
7 Capital gain net income (from Part IV, line 2)... 382,496
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 526,919 526,919  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000     60,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,653 5,653    
c Other professional fees (attach schedule).... Click to see attachment 2,000 2,000    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,769 5,769    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 6,606 6,606    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,028 20,028   60,000
25 Contributions, gifts, grants paid....... 402,000 402,000
26 Total expenses and disbursements. Add lines 24 and 25 482,028 20,028   462,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 44,891
b Net investment income (if negative, enter -0-) 506,891
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 195,655 165,847 165,847
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 100,556    
b Investments—corporate stock (attach schedule)....... 5,638,220 Click to see attachment5,958,214 7,435,868
c Investments—corporate bonds (attach schedule)....... 25,000    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,639,522 Click to see attachment1,517,465 1,525,025
14 Land, buildings, and equipment: basis bullet1,495
Less: accumulated depreciation (attach schedule) bullet1,495      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,598,953 7,641,526 9,126,740
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment4,912 Click to see attachment5,189
23 Total liabilities (add lines 17 through 22)......... 4,912 5,189
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 7,594,041 7,636,337
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 instructions)..... 7,594,041 7,636,337
31 Total liabilities and net assets/fund balances (see instructions). 7,598,953 7,641,526
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,594,041
2
Enter amount from Part I, line 27a .....................
2
44,891
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,638,932
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,595
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
7,636,337
Form 990-PF (2015)
Form 990-PF (2015)
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 744.118 JP MORGAN MID CAP VALUE P 2014-12-15 2015-01-02
b 80.496 JP MORGAN MID CAP VALUE P 2014-12-15 2015-01-02
c 62.677 JP MORGAN MID CAP VALUE P 2014-12-22 2015-01-02
d 2054 INVESTMENT CO AMERICA P 2014-12-24 2015-01-02
e 1674.832 INVESTMENT CO AMERICA P 2014-12-24 2015-11-17
312.244 INVESTMENT CO AMERICA P 2015-03-16 2015-11-17
506.397 INVESTMENT CO AMERICA P 2015-04-09 2015-11-17
187.09 INVESTMENT CO AMERICA P 2015-10-22 2015-11-17
444.315 JP MORGAN US SMALL CO FUND P 2014-12-15 2015-01-02
383.744 JP MORGAN US SMALL CO FUND P 2014-12-15 2015-01-02
84.904 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F P 2014-12-15 2015-01-02
20.08 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F P 2014-12-15 2015-01-02
70.016 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F P 2014-12-22 2015-01-02
33.135 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F P 2014-12-15 2015-11-17
935.436 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F P 2014-12-22 2015-01-02
231 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F P 2014-12-22 2015-01-02
153.709 JP MORGAN MID CAP VAL P 2013-12-13 2015-01-02
431.771 JP MORGAN US SMALL CO FUND P 2012-10-25 2015-01-02
256.855 JP MORGAN US SMALL CO FUND P 2013-12-13 2015-01-02
219.4583 JP MORGAN US SMALL CO FUND P 2013-12-13 2015-01-02
18.862 JP MORGAN US SMALL CO FUND P 2013-12-23 2015-01-02
1529.312 JP MORGAN TR II CORE BD FD P 2013-07-11 2015-10-22
764.656 JP MORGAN TR II CORE BD FD P 2013-07-11 2015-10-22
166.872 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F P 2012-10-25 2015-04-09
76.139 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F P 2012-10-25 2015-11-17
552.604 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F P 2013-07-11 2015-11-17
224.564 WASH MUTL INVS FD INC P 2013-12-23 2015-11-02
2500 BARCLAYS BANK CD P 2011-01-03 2015-01-06
55000 COMPASS BANK CD P 2013-10-03 2015-10-09
10000 GE MONEY BANK CD P 2010-12-27 2015-07-09
75000 GE CAPITAL FINL INC CD P 2013-07-12 2015-07-20
85000 GOLDMAN SACHS BK USA CD P 2011-11-04 2015-11-09
1705.686 GROWTH FUND AMER INC P 2001-09-19 2015-04-09
423.634 GROWTH FUND AMER INC P 2001-09-19 2015-04-09
211.817 GROWTH FUND AMER INC P 2001-09-19 2015-04-09
3303.965 INTERMEDIATE BOND FD P 2011-04-20 2015-10-22
2643.172 INTERMEDIATE BOND FD P 2011-04-20 2015-10-22
1508.391 INTERMEDIATE BOND FD P 2011-04-20 2015-10-22
473.988 INTERMEDIATE BOND FD P 2011-04-20 2015-10-22
47.437 INVESTMENT CO AMERICA P 2006-12-26 2015-11-17
100000 NEW YORK ST REFDG P 2011-04-20 2015-09-01
38.122 UNDISCOVERED MANAGERS BEHAVIORAL VALUE F P 2013-12-23 2015-11-17
Capital Gain Dividends      
(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 27,108   26,401 707
b 2,932   2,856 76
c 2,283   2,282 1
d 76,080   76,840 -760
e 60,674   62,655 -1,981
11,312   11,381 -69
18,345   19,000 -655
6,778   6,838 -60
7,198   6,882 316
6,217   5,944 273
4,586   4,468 118
1,085   1,057 28
3,782   3,786 -4
1,886   1,744 142
38,259   38,418 -159
9,448   9,487 -39
5,600   5,125 475
6,995   4,685 2,310
4,161   3,799 362
3,555   3,246 309
306   289 17
18,000   17,816 184
9,000   8,908 92
9,500   6,011 3,489
4,335   2,743 1,592
31,460   26,000 5,460
9,185   8,715 470
25,000   25,000  
55,000   55,000  
10,000   10,026 -26
75,000   75,000  
85,000   85,000  
76,500   34,063 42,437
19,000   8,460 10,540
9,500   4,230 5,270
45,000   44,372 628
36,000   35,498 502
20,544   20,258 286
6,456   6,366 90
1,719   1,586 133
100,000   100,556 -556
2,170   1,992 178
      310,320
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       707
b       76
c       1
d       -760
e       -1,981
      -69
      -655
      -60
      316
      273
      118
      28
      -4
      142
      -159
      -39
      475
      2,310
      362
      309
      17
      184
      92
      3,489
      1,592
      5,460
      470
       
       
      -26
       
       
      42,437
      10,540
      5,270
      628
      502
      286
      90
      133
      -556
      178
       
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 2 382,496
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 -2,066
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))
2014 434,400 9,461,403 0.04591
2013 398,667 8,765,793 0.04548
2012 398,058 8,038,710 0.04952
2011 378,106 8,060,813 0.04691
2010 354,447 7,687,761 0.04611
2
Total of line 1, column (d) .....................
20.233923
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
0.046785
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
9,386,135
5
Multiply line 4 by line 3......................
5
439,130
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,069
7
Add lines 5 and 6........................
7
444,199
8
Enter qualifying distributions from Part XII, line 4.............
8
462,000
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 5,069
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 5,069
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,069
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a  
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 120
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,189
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHERESE STARR Telephone no.bullet (918) 452-3703

    Located atbulletPO BOX 837EUFAULAOK ZIP+4bullet74432
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, 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  
    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
     
    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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2015 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 2015.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    THERESE STARR PRES/TREAS
    5.00     		30,000    
    PO BOX 837
    EUFAULA,OK74432
    TERRY DOVERSPIKE VPRES/SECRE
    5.00     		30,000    
    900 ONEOK PLAZA
    TULSA,OK74103
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    9,291,870
    b
    Average of monthly cash balances.......................
    1b
    237,201
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,529,071
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    9,529,071
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    142,936
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,386,135
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    469,307
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    469,307
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    5,069
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,069
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    464,238
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    464,238
    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
    464,238
    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
    462,000
    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
    462,000
    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
    5,069
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    456,931
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 464,238
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 442,294
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 462,000
    a Applied to 2014, but not more than line 2a 442,294
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2015 distributable amount..... 19,706
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2015.    
    (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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		444,532
    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 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THERESE STARR
    PO BOX 837
    EUFALA,OK74432
    (918) 452-3703
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION, IN ANY FORM, MUST BE SUBMITTED IN WRITING BY THE CHIEF EXECUTIVE OFFICER, MUST INCLUDE A BRIEF DESCRIPTION OF THE ORGANIZATION AND THE PROGRAM NEEDING FUNDING AND INCLUDE EVIDENCE OF CHARITABLE, TAX-EXEMPT STATUS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    9 AREA VOLUNTEER FIRE
    DEPARTMENT
    TULSA,OK74136     		None   FIREHOUSE EXPANSION. 15,000
    OPERATION AWARE
    7226 E 41ST ST
    TULSA,OK74145     		None   PRINTING COSTS OF DRUG EDUCATION MATERIALS 3,000
    CRIME PREVENTION NETWORK
    2121 SOUTH COLUMBIA AVENUE
    TULSA,OK74114     		None   PROVIDE FUNDING FOR THE CRIME STOPPERS PROGRAM. 5,000
    SALVATION ARMY
    601 NORTH MAIN STREET
    TULSA,OK74106     		None   GENERAL PROGRAM SUPPORT. 5,000
    CHILD ABUSE NETWORK
    2828 SOUTH SHERIDAN
    TULSA,OK74129     		NONE   TV SCREENS & DVD PLAYERS. 7,500
    TULSA SPEECHHEARING
    8740 EAST 11TH
    TULSA,OK74112     		NONE   PROVIDE FUNDING FOR NEW PHONE SYSTEM. 7,000
    JUNIOR LEAGUE OF TULSA
    3633 S YALE AVE
    TULSA,OK74135     		None   PROVIDE FUNDING FOR SCHOLARSHIP PROGRAM. 4,000
    MENTAL HEALTH ASSOCIATION
    1870 SOUTH BOULDER
    TULSA,OK74119     		None   FURNISHINGS FOR CLIENT APARTMENTS. 5,000
    TULSA OPERA INC
    1610 SOUTH BOULDER
    TULSA,OK74119     		None   SUPPORT FOR HIGH SCHOOL EDUCATION PROGRAMS. 6,000
    YOUTH SERVICES OF TULSA
    311 SOUTH MADISON
    TULSA,OK74120     		None   FURNITURE FOR TRAINING AREA. 5,000
    ST JOHN MEDICAL CENTER FOUNDATION
    1923 SOUTH UTICA
    TULSA,OK74104     		None   4 AVOXIMETERS FOR CARDIAC CARE. 31,000
    ARTS HUMANITIES COUNCIL OF TULSA
    2210 SOUTH MAIN
    TULSA,OK74114     		None   SPONSORSHIP OF MAYFEST. 3,500
    REBUILDING TOGETHER TULSA
    14 EAST 7TH STREET SOUTH
    TULSA,OK74119     		None   PROVIDE FUNDING FOR COMPUTER EQUIPMENT. 2,500
    TULSA BOYS HOME
    2727 SOUTH 137TH WEST AVENUE
    SAND SPRINGS,OK74063     		None   PROVIDE FUNDING FOR MEDICAL TREATMENT AND SUPPLIES FOR TBH RESIDENTS. 5,000
    PARENT CHILD CENTER OF TULSA
    1420 S BOSTON AVE
    TULSA,OK74119     		None   PROVIDE FUNDING FOR AUDIO VISUAL & COMPUTER EQUIPMENT. 5,500
    THE LITTLE LIGHT HOUSE
    5120 EAST 36TH STREET
    TULSA,OK74135     		None   PROVIDE FUNDING FOR PALS ADJUSTABLE CHAIRS. 4,500
    NORTHEAST ACTIVE TIMERS
    3119 SOUTH JAMESTOWN AVENUE
    TULSA,OK74135     		None   PROVIDE FUNDING FOR BUS REPAIRS & EVENT. 5,500
    HOSPICE OF GREEN COUNTRY
    1120 SOUTH BOSTON
    TULSA,OK74119     		None   PROVIDE FUNDING FOR COURTESY CARE PROGRAM SUPPLIES. 3,500
    NATURE CONSERVANCY
    2727 EAST 21ST SUITE 102
    TULSA,OK74114     		None   PROVIDE FUNDING FOR PURCHASE OF OFFICE COMPUTERS. 4,300
    TULSA AREA UNITED WAY
    1430 SOUTH BOULDER
    TULSA,OK74119     		None   PROVIDE FUNDING FOR VARIETY OF COMMUNITY SERVICE PROGRAMS. 12,000
    TULSA GILCREASE MUSEUM
    1400 NORTH GILCREASE MUSEUM ROAD
    TULSA,OK74127     		None   MEMBERSHIP SUPPORT. 1,500
    NEIGHBOR FOR NEIGHBOR INC
    505 EAST 36TH STREET NORTH
    TULSA,OK74106     		NONE   PROVIDE FUNDING FOR NEW COMPUTER SERVER. 5,000
    AMERICAN RED CROSS
    10151 EAST 11TH
    TULSA,OK74128     		NONE   GENERAL PROGRAM SUPPORT. 2,500
    HELPING HANDS MINISTRY OF TULSA
    700 SOUTH BOSTON AVENUE
    TULSA,OK74119     		NONE   PROVIDE FUNDING FOR BASIC NEED ASSISTANCE PROGRAM EXPENSES. 2,500
    THEATRE TULSA
    412 NORTH BOSTON AVENUE
    TULSA,OK74103     		NONE   PROVIDE SPONSORSHIP. 2,000
    TULSA HISTORICAL SOCIETY
    2445 SOUTH PEORIA
    TULSA,OK74114     		NONE   PROVIDE FUNDING FOR OUTREACH PROGRAMS. 5,000
    IRON GATE AT TRINITY INC
    501 SOUTH CINCINNATI
    TULSA,OK74119     		NONE   PROVIDE FUNDING FOR PURCHASE OF KITCHEN EQUIPMENT. 5,000
    PHILBROOK MUSEUM OF ART
    2727 SOUTH ROCKFORD
    TULSA,OK74114     		NONE   MASTER SOCIETY MEMBERSHIP. 3,000
    TULSA AIR SPACE MUSEUM
    3624 NORTH 74TH EAST AVE
    TULSA,OK74115     		NONE   PROVIDE FUNDING FOR FIRE SUPPRESSION SYSTEM. 5,000
    TULSA BALLET THEATRE
    1212 EAST 45TH PLACE
    TULSA,OK74105     		NONE   ROVIDE FUNDING FOR MEMBERSHIP SUPPORT. 5,000
    DOMESTIC VIOLENCE INTERVENTION SERV
    4300 SOUTH HARVARD
    TULSA,OK74135     		NONE   PROVIDE FUNDING FOR 2 COMPUTER SERVERS. 5,000
    RIVER PARKS AUTHORITY
    2424 EAST 21ST STREET SUITE 300
    TULSA,OK74114     		NONE   PROVIDE FUNDING FOR FREEDOM FEST SPONSORSHIP. 6,000
    CLAREHOUSE
    7326 EAST 49TH PLACE
    TULSA,OK74145     		NONE   PROVIDE FUNDING FOOD & BEVERAGE FOR HOSPICE CLIENTS. 4,000
    EMERGENCY INFANT SERVICES
    222 SOUTH HOUSTON AVENUE
    TULSA,OK74127     		NONE   PROVIDE FUNDING FOR INFANT FOOD AND FORMULA. 5,000
    GIRL SCOUTS OF EASTERN OKLAHOMA
    2431 EAST 51ST STREET
    TULSA,OK74105     		NONE   PROVIDE FUNDING FOR WATER SAFETY EQUIPMENT AT CAMP TALL CHIEF. 2,500
    HABITAT FOR HUMANITY
    6235 EAST 13TH STREET
    TULSA,OK74127     		NONE   PROVIDE FUNDING FOR SECURITY SYSTEM FOR WAREHOUSE. 5,000
    KENDALL WHITTIER MINISTRY
    712 S COLUMBIA AVE
    TULSA,OK74104     		NONE   PROVIDE FUNDING FOR FOOD SUPPLIES. 3,500
    PREVENT BLINDNESS OKLAHOMA
    2506 E 21ST ST B
    TULSA,OK74114     		NONE   PROVIDE FUNDING FOR GENERAL PROGRAM SUPPORT. 5,000
    AMERICAN DIABETES ASSOCIATION
    6600 SOUTH YALE AVENUE
    TULSA,OK74136     		NONE   PROVIDE FUNDING FOR PUBLICATION OF HEALTH EDUCATIONAL MATERIALS. 5,000
    A NEW LEAF
    2306 S 1ST PL
    BROKEN ARROW,OK74013     		NONE   PROVIDE FUNDING FOR IRRIGATION DRIP SYSTEM FOR COMMUNITY AGRICULTURE PROGRAM. 3,000
    AMERICAN RED CROSS SE
    10151 EAST 11TH STREET
    TULSA,OK74128     		NONE   PROVIDE FUNDING FOR DISASTER RELIEF. 5,000
    CAMP FIRE USA GREEN COUNTRY
    706 S BOSTON AVE
    TULSA,OK74119     		NONE   PROVIDE FUNDING FOR PURCHASE OF SUPPIES FOR COMMUNITY BUILDING CLUBS. 3,000
    RESONANCE CENTER FOR WOMEN
    1608 SOUTH ELWOOD AVENUE
    TULSA,OK74119     		NONE   PROVIDE FUNDS FOR GUEST ROOM FURNISHINGS. 5,000
    TULSA ORATORIO CHORUS
    111 EAST 1ST STREET
    TULSA,OK74103     		NONE   FUNDING FOR PROGRAMS SUPPORT. 5,000
    TULSA LIBRARY TRUST
    400 CIVIC CENTER DRIVE
    TULSA,OK74103     		NONE   PROVIDE FUNDING FOR LITERACY PROGRAMS. 1,000
    CENTER FOR INDIVIDUALS WITH PHYSICA
    815 SOUTH UTICA AVENUE
    TULSA,OK74104     		NONE   $2,750 FOR FUNDRAISER SUPPORT AND $7,250 FOR FURNITURE. 10,000
    RETIRED SENIOR VOLUNTEER SRVC OF TU
    5756 EAST 31ST STREET
    TULSA,OK74135     		NONE   PROVIDE FUNDING PROGRAMS. 3,500
    TULSA SYMPHONY ORCHESTRA INC
    117 NORTH BOSTON AVENUE
    TULSA,OK74119     		NONE   FUNDING FOR EDUCATIONAL PROGRAMS. 3,000
    UNIVERSITY OF OKLAHOMA MEDICAL SCHO
    4502 EAST 41ST STREET
    TULSA,OK74135     		NONE PC PROVIDE FUNDING FOR HEALTH CLINIC SUPPLIES. 3,000
    NEW HOPE CAMP INC
    10901 SOUTH YALE AVENUE
    TULSA,OK74137     		NONE   FUNDING FOR SUMMER CAMP EXPENSES FOR KIDS WITH PARENTS IN PRISON. 12,000
    VISITING NURSES ASSOCIATION
    7875 EAST 51ST STREET SOUTH
    TULSA,OK74145     		NONE   TO PROVIDE FUNDING FOR DIAGNOSTIC/MONITORING EQUIPMENT FOR NURSE HOME VISIT KITS. 3,000
    TULSA DAY CENTER FOR THE HOMELESS
    415 WEST ARCHER STREET
    TULSA,OK74103     		NONE   FUNDING FOR FURNITURE FOR MEETING ROOM AND KITCHEN CART. 4,000
    YWCA
    1503 SOUTH DENVER AVENUE
    TULSA,OK74119     		NONE   FUNDING FOR POOL HEATERS. 5,000
    HOPE
    4010 WEST NEW ORLEANS AVENUE
    BROKEN ARROW,OK74012     		NONE   FUNDING FOR EDUCATION & COUNSELING PROGRAMS. 5,000
    THE RIGHT PATH RIDING ACADEMY
    16620 OLD SHAMROCK HIGHWAY
    DRUMRIGHT,OK74030     		NONE   FUNDING FOR ARENA EXPANSION. 6,500
    MUSKOGEE LITTLE THEATRE
    300 SOUTH D STREET
    MUSKOGEE,OK74403     		NONE   SEASON SUPPORT. 2,500
    GLOBAL GARDENS
    P O BOX 52034
    TULSA,OK74152     		NONE   FUNDING FOR SUMMER PROGRAM SUPPLIES. 3,500
    CAMP LOUGHRIDGE
    4900 W 71ST STREET
    TULSA,OK74131     		NONE   FUNDING FOR COMPUTER EQUIPMENT. 3,000
    LEGAL AID SERVICES
    907 SOUTH DETROIT AVENUE
    TULSA,OK74119     		NONE   PROVIDE FUNDING FOR COMPUTER EQUIPMENT. 4,000
    MCINTOSH COUNTY YOUTH FAMILY
    107 MCKINLEY STREET
    EUFAULA,OK74432     		NONE   FUNDING FOR NEW FACILITY ARCHITECTURAL FEES. 10,000
    LIFE SENIOR SERVICES
    5950 EAST 31ST STREET
    TULSA,OK74135     		NONE   FUNDING FOR COMPUTERS FOR ADULT DAY HEALTH FACILITY. 4,200
    CHAMBER MUSIC TULSA LTD
    2210 SOUTH MAIN STREET A
    TULSA,OK74114     		NONE   CONCERT SERIES SPONSORSHIP. 2,500
    PARKSIDE INC
    1228 S TRENTON AVE
    TULSA,OK74120     		NONE   FUNDING FOR SMARTBOARD FOR ADOLESCENT TREATMENT UNIT. 3,000
    STAND IN THE GAP INC
    3939 S HARVARD AVE 120
    TULSA,OK74135     		NONE   FUNDING FOR PROGRAM DEVELOPMENT. 4,000
    TULSA GIRLS ART SCHOOL PROJECT INC
    2202 EAST ADMIRAL BOULEVARD
    TULSA,OK74110     		NONE   PROVIDE FUNDING FOR ART SCHOOL SUPPLIES FOR UNDERPRIVILEGED GIRLS 2,500
    COMMUNITY ACTION PROJECT OF TULSA C
    4606 SOUTH GARNETT ROAD
    TULSA,OK74146     		NONE   FUNDING CAREER ADVANCEMENT PROGRAM. 3,000
    CREEK COUNTY LITERACY PROGRAM INC
    15 NORTH POPLAR STREET
    SAPULPA,OK74066     		NONE   PROVIDE FUNDING FOR BOOKS, WORKBOOKS & TEACHING SUPPLIES. 3,000
    OSU MEDICAL CENTER FOUNDATION
    744 WEST 9TH STREET
    TULSA,OK74127     		NONE PC PROVIDE FUNDING FOR MEDICAL EQUIPMENT FOR MATERNAL/CHILD HEALTH CENTER. 3,000
    OKLAHOMA BAPTIST HOMES FOR CHILDREN
    12700 EAST 76TH STREET NORTH
    OWASSO,OK74055     		NONE   FUNDING FOR LAWN EQUIPMENT. 2,500
    OPERATION HOPE
    1839 NORTH BOSTON AVENUE
    TULSA,OK74106     		NONE   FUNDING FOR PROJECT IMPACT. 2,500
    A POCKET FULL OF HOPE INC
    1325 EAST APACHE STREET
    TULSA,OK74106     		NONE   FUNDING FOR FIRE SUPPRESSION SYSTEM. 2,500
    SUMMER LEADERSHIPTULSA COMMUNITY FD
    7030 SOUTH YALE
    TULSA,OK74136     		NONE PUBLIC FUNDING FOR TRANSPORTATION EXPENSE. 1,500
    SERTOMA INC
    222 SOUTH MEMORIAL DRIVE
    TULSA,OK74112     		NONE   FUNDING FOR TRUCK REPAIRS. 4,000
    THE FOUNDATION FOR TULSA SCHOOLS
    3027 SOUTH NEW HAVEN 600
    TULSA,OK74114     		NONE   GENERAL PROGRAM SUPPORT. 2,500
    OKLAHOMA PROJECT WOMAN
    2727 EAST 21ST STREET 602
    TULSA,OK74114     		NONE   FUNDING FOR BREAST HEALTHCARE PROGRAMS. 2,500
    HOSPITALITY HOUSE OF TULSA
    1135 SOUTH VICTOR AVENUE
    TULSA,OK74104     		NONE   FUNDING FOR NEW IP PHONE SYSTEM. 3,000
    ALZHEIMERS DISEASE RELATED DISORDER
    2123 N CLASSEN BLVD
    OKLAHOMA CITY,OK73106     		NONE   FURNISH FUNDING FOR OFFICE COMPUTERS. 6,000
    501TECHNET
    7020 S YALE 400
    TULSA,OK74136     		NONE   FUNDING FOR SUPPLIES & EQUIPMENT. 5,000
    COMMUNITY FOOD BANK OF EASTERN OKLA
    1304 N KENOSHA AVE
    TULSA,OK74106     		    FUNDING FOR FRESH PRODUCE. 4,000
    CATHOLIC CHARITIES OF THE DIOCESE O
    2450 N HARVARD
    TULSA,OK74116     		NONE   FUNDING FOR EQUIPMENT. 1,500
    COMMUNITY SERVICE COUNCIL OF GREATE
    16 E 16TH STREET
    TULSA,OK74119     		NONE   FUNDING FOR AFTER-SCHOOL RUNNING PROGRAM. 3,000
    COUNSELING RECOVERY SERVICES OF OKL
    6126 3 32ND PL
    TULSA,OK74135     		NONE   FUNDING FOR SECURITY SYSTEM UPGRADES. 3,500
    EASTERN OKLA DONATED DENTAL SERVICE
    7060 S YALE 707
    TULSA,OK74136     		NONE   FUNDING FOR DENTAL SUPPLIES & EQUIPMENT. 2,500
    LIVING ARTS OF TULSA INC
    307 MATHEW B BRADY ST
    TULSA,OK74120     		NONE   FUNDING TO UPGRADE LIGHTING SYSTEM. 1,500
    PTA OKLA CONGRESS EUFAULA PTA
    1702 W JM BAILEY HIGHWAY
    EUFAULA,OK74432     		NONE   FUNDING FOR BOOKS FOR MEDIA CENTER. 2,500
    SERVING OUR SERVICEMEMBERS
    6365 E 41ST STREET
    TULSA,OK74135     		NONE   FUNDING FOR PROGRAM SUPPLIES. 2,000
    TULSA LAWYERS FOR CHILDREN
    907 S DETROIT 735
    TULSA,OK74120     		NONE   FUNDING FOR OFFICE FURNITURE. 2,000
    MEALS ON WHEELS OF METRO TULSA
    12620 E 31ST STREET
    TULSA,OK74112     		NONE   FUNDING FOR COLD STORAGE UNIT. 2,500
    TOWN COUNTRY SCHOOL
    8906 E 34TH STREET
    TULSA,OK74145     		NONE   FUNDING CANOPY FOR STUDENT PICK-UP AREA. 2,500
    Total .................................bullet 3a 402,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 28,437  
    4 Dividends and interest from securities....     14 115,986  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 382,496  
    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)..   526,919  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13526,919
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID: 15000324
    Software Version: 2015v2.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,653 5,653 0 0

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CAPITAL WORLD GROWTH & INCOME FUND 660,547 939,306
    GROWTH FUND OF AMERICA INC 951,699 1,457,507
    INVESTMENT COMPANY OF AMERICA 1,349,096 1,525,177
    WASHINGTON MUTUAL INVESTORS FUND INC 739,647 965,817
    FIDELITY ADVISOR SR II SHORT FIXED INCOM 166,828 167,841
    INTERMEDIATE BOND FUND OF AMERICA 857,935 854,671
    JPMORGAN MID CAP VALUE 315,202 374,773
    JP MORGAN US SMALL COMPANY FUND 284,802 378,780
    UNDIS MANAGERS BEHAVIORAL VALUE FUND 300,989 443,474
    JPMORGAN TR II CORE BD FD 331,469 328,522

    TY 2015 InvestmentsOtherSchedule2
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN EXPRESS CENT BK CD AT COST 170,000 171,462
    GE CAPITAL RETAIL BK CD AT COST 50,000 50,457
    BMW BK NORTH AMERICA CD AT COST 200,000 201,776
    STATE BANK OF INDIA CD AT COST 210,000 212,213
    DISCOVER BANK CD AT COST 80,000 80,119
    GOLDMAN SACHS BANK CD AT COST 50,000 50,000
    WORLD'S FOREMOST BANK CD AT COST 200,000 200,000
    AMERICAN EXPRESS CENTURION BANK CD AT COST 50,000 50,277
    GOLDMAN SACHS BANK USA CD AT COST 100,000 100,901
    CROSSFIRST BANK CD AT COST 200,035 200,035
    FIRST OKLAHOMA BANK CD AT COST 107,430 107,430
    GOLDMAN SACHS BANK CD AT COST 100,000 100,355

    TY 2015 LandEtcSchedule2
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Machinery and Equipment 1,495 1,495    


    TY 2015 OtherExpensesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 838 838    
    LICENSES & FEES 27 27    
    OFFICE 4,519 4,519    
    PENALTIES 120 120    
    TELEPHONE 614 614    
    UTILITIES 488 488    


    TY 2015 OtherLiabilitiesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Description Beginning of Year - Book Value End of Year - Book Value
    INCOME TAX PAYABLE 4,912 5,189


    TY 2015 OtherProfessionalFeesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER FEES 2,000 2,000 0 0


    TY 2015 TaxesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Software ID:
    15000324
    Software Version:
    2015v2.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX 5,069 5,069    
    FOREIGN TAX PAID ON DIVIDENDS 700 700