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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$9,284,563J 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.............
3 Interest on savings and temporary cash investments 41,150 41,150  
4 Dividends and interest from securities... 119,888 119,888  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 549,224
b Gross sales price for all assets on line 6a 1,979,896
7 Capital gain net income (from Part IV, line 2)... 549,224
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........ 710,262 710,262  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,000     72,000
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 5,507 5,507    
c Other professional fees (attach schedule).... Click to see attachment 938 938    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 16,325 16,325    
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 attachment 5,119 5,119    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 99,889 27,889   72,000
25 Contributions, gifts, grants paid....... 418,300 418,300
26 Total expenses and disbursements. Add lines 24 and 25 518,189 27,889   490,300
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 192,073
b Net investment income (if negative, enter -0-) 682,373
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 153,729 112,033 112,033
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)      
b Investments—corporate stock (attach schedule)....... 5,480,612 Click to see attachment5,651,801 6,852,487
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).......... 2,314,411 Click to see attachment2,368,686 2,320,043
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) 7,948,752 8,132,520 9,284,563
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 attachment7,804 Click to see attachment59
23 Total liabilities (add lines 17 through 22)......... 7,804 59
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 7,940,948 8,132,461
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 7,940,948 8,132,461
31 Total liabilities and net assets/fund balances (see instructions). 7,948,752 8,132,520
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
7,940,948
2
Enter amount from Part I, line 27a .....................
2
192,073
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,133,021
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
560
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
8,132,461
Form 990-PF (2018)
Form 990-PF (2018)
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 SHORT TERM COVERED P    
b BANK OF CHINA CD P 2018-07-13 2018-10-18
c LONG TERM COVERED P    
d AMERICAN EXP CENT BK CD P 2013-07-12 2018-07-18
e CAPITAL WORLD GROWTH & INCOME P 2003-02-24 2018-01-03
GOLDMAN SACHS BK USA CD P 2013-10-03 2018-10-09
GROWTH FUND AMERICA P 2001-09-19 2018-01-03
GROWTH FUND AMERICA P 2001-09-19 2018-10-10
INTERMEDIATE BOND FD P 2011-04-20 2018-10-18
INVESTMENT CO AMERICA P 2005-12-27 2018-01-03
INVESTMENT CO AMERICA P 2005-12-27 2018-10-10
WASHINGTON MUTUAL INVS FD P 2008-10-09 2008-01-03
WORLDS FOREMOST BANK CD P 2013-07-12 2018-07-17
(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 328,862   308,632 20,230
b 250,000   250,000  
c 283,212   261,402 21,810
d 50,000   50,000  
e 10,000   4,099 5,901
100,000   100,000  
20,000   7,896 12,104
50,000   18,857 31,143
114,000   117,327 -3,327
20,000   15,446 4,554
20,000   15,579 4,421
110,000   81,434 28,566
200,000   200,000  
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       20,230
b        
c       21,810
d        
e       5,901
       
      12,104
      31,143
      -3,327
      4,554
      4,421
      28,566
       
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 2 549,224
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 20,230
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))
2017 458,832 9,890,710 0.046390
2016 444,665 9,175,956 0.048460
2015 456,931 9,386,135 0.048681
2014 434,400 9,461,403 0.045913
2013 398,667 8,765,793 0.045480
2
Total of line 1, column (d) .....................
2
0.234924
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.046985
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,118,262
5
Multiply line 4 by line 3......................
5
475,407
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,824
7
Add lines 5 and 6........................
7
482,231
8
Enter qualifying distributions from Part XII, line 4,.............
8
490,300
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 6,824
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 6,824
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 6,824
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 13,600
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 13,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 6
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,770
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet6,770 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
 
 
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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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
     
     
    ........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 2018?.............
    1c
     
     
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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     		36,000 0 0
    PO BOX 837
    EUFAULA,OK74432
    TERRY DOVERSPIKE VPRES/SECRE
    5.00     		36,000 0 0
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    10,108,998
    b
    Average of monthly cash balances.......................
    1b
    163,349
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    10,272,347
    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
    10,272,347
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    154,085
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,118,262
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    505,913
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    505,913
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    6,824
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,824
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    499,089
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    499,089
    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
    499,089
    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
    490,300
    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
    490,300
    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
    6,824
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    483,476
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 499,089
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 477,477
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 490,300
    a Applied to 2017, but not more than line 2a 477,477
    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 2018 distributable amount..... 12,823
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		486,266
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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
    P O BOX 837
    EUFALA,OK74432
    (918) 452-3703
    LPCSTARR@YAHOO.COM
    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:
    SEE STATEMENT
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE STATEMENT
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 VOLUNTEER FIRE DEPARTMENT
    FD 115 F STATION LN
    EUFALA,OK74432     		NONE CHARITABLE NEW VEHICLE 21,000
    ABILITY RESOURCES INC
    823 DETROIT AVE
    TULSA,OK74120     		NONE CHARITABLE COMPUTER UPGRADES 2,000
    AKDAR TEMPLE SHRINTERS INTL
    2808 S SHERIDAN
    TULSA,OK74129     		NONE CHARITABLE HOSPITAL TRANSPORTATION 2,500
    ALZHEIMER'S DISEASE & RELATED DISOR
    2123 N CLASSEN BLVD
    OKLAHOMA CITY,OK73106     		NONE CHARITABLE OFFICE SOFTWARE 7,500
    AMERICAN DIABETES ASSN
    6600 S YALE
    TULSA,OK74136     		NONE CHARITABLE PRINTING OF EDUCATIONAL MATERIALS 5,000
    AMERICAN RED CROSS SE OKLA
    10151 E 11TH
    TULSA,OK74128     		NONE CHARITABLE HOME FIRE ASSISTANCE PROGRAM 3,500
    ARTS & HUMANITIES COUCIL OF TULSA
    2210 S MAIN
    TULSA,OK74114     		NONE CHARITABLE PRODUCTION EXPENSES 2,000
    CAMPFIRE USA GREEN COUNTRY
    706 S BOSTON
    TULSA,OK74119     		NONE CHARITABLE CLUB EXPENSES 4,000
    CAR CARE CLINIC INC
    2008 E PINE
    TULSA,OK74110     		NONE CHARITABLE DIAGNOSTIC EQUIPMENT 2,500
    CATHOLIC CHARITIES OF THE DIOSEASE
    2450 N HARVARD
    TULSA,OK74116     		NONE CHARITABLE GED PROGRAM SUPPLIES & FEES 4,000
    CENTER FOR INDIVUALS WITH PHYSICAL
    815 S UTICA
    TULSA,OK74104     		NONE CHARITABLE COMPUTER UPGRADES 10,000
    CHAMBER MUSIC TULSA
    2210 S MAIN
    TULSA,OK74114     		NONE CHARITABLE PROGRAM EXPENSES 2,500
    CHILD ABUSE NETWORK
    2828 S SHERIDAN
    TULSA,OK74129     		NONE CHARITABLE BUILDING REPAIRS 7,500
    COMMUNITY ACTION PROJECT OF TULSA
    4606 S GARNETT
    TULSA,OK74146     		NONE CHARITABLE SHADE FOR PARK STRUCTURE 4,000
    COMMUNITY FOOD BANK OF EASTERN OKLA
    1304 N KENOSHA
    TULSA,OK74106     		NONE CHARITABLE FOOD PANTRY PROGRAM 5,000
    COUNSELING & RECOVERY SERVICES OF O
    6126 S 32ND PLACE
    TULSA,OK74135     		NONE CHARITABLE WEBSITE UPGRADES & MOBIL ACCESS TECH 5,000
    CRIME PREVENTION NETWORK
    2121 S COLUMBIA
    TULSA,OK74114     		NONE CHARITABLE CRIME STOPPERS PROGRAM 5,000
    CROSSROADS INC
    1888 E 15TH
    TULSA,OK74104     		NONE CHARITABLE APPRAISAL FEES 2,300
    DAYSPRING VILLA WOMEN & CHILDREN'S
    5525 E 51ST
    TULSA,OK74135     		NONE CHARITABLE FURNITURE FOR RECREATION ROOM 2,500
    EASTERN OKLAHOMA DONATED DENTAL SER
    7060 S YALE 707
    TULSA,OK74136     		NONE CHARITABLE DENTAL SUPPLIES 2,000
    EMERGENCY INFANT SERVICES
    222 S HOUSTON
    TULSA,OK74127     		NONE CHARITABLE CLIENT SERVICES SUPPLIES 5,000
    FAMILY & CHILDREN'S SERVICES
    650 SOUTH PEORIA
    TULSA,OK74120     		NONE CHARITABLE BUS TOKENS 5,000
    GILCREASE MUSEUM MANAGEMENT TRUST
    1400 N GILCREASE MUSEUM R
    TULSA,OK74127     		NONE CHARITABLE EXHIBIT EXPENSES 1,500
    GIRL SCOUTS OF EASTERN OKLAHOMA
    2431 E 51ST
    TULSA,OK74105     		NONE CHARITABLE RECREATIONAL EQUIPMENT & EMERGENCY A 2,500
    GLOBAL GARDENS
    P O BOX 52034
    TULSA,OK74152     		NONE CHARITABLE SUMMER PROGRAM SUPPLIES 4,500
    HARMONY PROJECT TULSA
    9 E 4TH 1001
    TULSA,OK74103     		NONE CHARITABLE MUSICAL INSTRUMENTS 2,500
    HOPE
    4010 W NEW ORLEANS
    BROKEN ARROW,OK74012     		NONE CHARITABLE COMPUTER UPGRADES 5,300
    HELPING HANDS MINISTRY
    700 S BOSTON
    TULSA,OK74119     		NONE CHARITABLE BASIC NEEDS ASSISTANCE 3,000
    HIV RESOURCE CONSORTIUM TULSA CARE
    3712 E 11TH
    TULSA,OK74112     		NONE CHARITABLE NUTRITIONAL SUPPLEMENTS 3,000
    HOPE HOUSE MC ALESTER
    1210 E CHEROKEE AVE
    MC ALESTER,OK74501     		NONE CHARITABLE AUTO EXPENSES 2,500
    HOSPITALITY HOUSE OF TULSA
    1135 S VICTOR
    TULSA,OK74104     		NONE CHARITABLE GUEST ROOM FURNISHINGS 4,000
    IRON GATE
    501 S CINCINNATI
    TULSA,OK74119     		NONE CHARITABLE SHELF STABLE MILK FOR FOOD PANTRY 5,000
    JOY IN THE CUASE COMPANY
    3939 S HARVARD 185
    TULSA,OK74135     		NONE CHARITABLE BACKPACK SUPPLIES 1,500
    JUNIOR ACHIEVEMENT OF OKLA
    3947 S 103RD E AVE
    TULSA,OK74146     		NONE CHARITABLE STUDENT'S COMPUTER UPDATES 5,000
    JUNIOR LEAGUE OF TULSA
    3633 S YALE
    TULSA,OK74135     		NONE CHARITABLE CHILDREN'S SUMMER PROGRAMS 4,000
    KENDALL WHITTIER INC
    712 S COLUMBIA
    TULSA,OK74104     		NONE CHARITABLE PURCHASES FOR EMERGENCY FOOD PANTRY 4,500
    LAUNCH OUTREACH
    P O BOX 1062
    JENKS,OK74037     		NONE CHARITABLE SECURITY SYSTEM UPGRADES 2,500
    LEGAL AID SERVICES OF OKLAHOMA
    907 SOUTH DETROIT
    TULSA,OK74119     		NONE CHARITABLE COMPUTER EQUIPMENT, FURNITURE & CAME 4,000
    MAKE-A-WISH FOUNDATION OF OKLA
    4504 E 67TH
    TULSA,OK74136     		NONE CHARITABLE PROGRAM EXPENSES 3,500
    MC INTOSH COUNTY YOUTH & FAMILY EDU
    107 MC KINLEY STREET
    EUFALA,OK74432     		NONE CHARITABLE COPIER, FENCING SECURITY SYSTEM 12,700
    MEALS ON WHEELS OF METRO TULSA
    1260 E 31ST
    TULSA,OK74112     		NONE CHARITABLE FENCING, PANIC BARS FOR GATES & REPA 3,000
    MENTAL HEALTH ASSOC OF TULSA
    1870 S BOULDER
    TULSA,OK74119     		NONE CHARITABLE REPAIRS TO TRANSITIONAL HOME 5,000
    NEW WORKFORCE DIRECTIONS
    907 S DETROIT 830
    TULSA,OK74120     		NONE CHARITABLE PROGRAM EXPENSES 3,500
    NEWFIEW OKLAHOMA INC
    501 N DOUGLAS
    OKLAHOMA CITY,OK73106     		NONE CHARITABLE TRANSPORTATION VOUCHERS 3,000
    OKLAHOMA CARING FOUNDATION
    1400 S BOSTON
    TULSA,OK74119     		NONE CHARITABLE SUPPLIES FOR CARING VAN VACCINE PROG 5,000
    OKLAHOMA CENTER FOR NON-PROFITS
    1145 S UTICA
    TULSA,OK74104     		NONE CHARITABLE COMPUTER EQUIPMENT 4,000
    OKLAHOMA PROJECT WOMAN
    2727 E 21ST 602
    TULSA,OK74114     		NONE CHARITABLE BREAST HEALTH PROGRAMS 5,000
    OPERATION AWARE
    7226 E 41ST
    TULSA,OK74145     		NONE CHARITABLE EDUCATIONAL MATERIALS PRINTING 3,000
    PARENT CHILD CENTER OF TULSA
    1420 S BOSTON
    TULSA,OK74119     		NONE CHARITABLE HEALTH & SAFETY KITS FOR HOME VISITS 5,000
    PARKSIDE INC
    1228 S TRENTON
    TULSA,OK74120     		NONE CHARITABLE REMODELING EXPENSES FOR ROOMS 2,500
    PETS HELPING PEOPLE
    2234 E 56TH PLACE
    TULSA,OK74105     		NONE CHARITABLE COMPUTER EQUIPMENT 4,400
    PHILBROOK MUSEUM OF ART
    2727 S ROCKFORD
    TULSA,OK74114     		NONE CHARITABLE EXHIBIT EXPENSES 3,500
    REASONANCE LISTENING & GROWTH FOR W
    1608 S ELWOOD
    TULSA,OK74119     		NONE CHARITABLE COMPUTER EQUIPMENT 4,000
    REASONANCE LISTENING & GROWTH FOR W
    1608 S ELWOOD
    TULSA,OK74119     		NONE CHARITABLE PROGRAM SUPPORT 1,000
    RSVP
    5756 E 31ST
    TULSA,OK74135     		NONE CHARITABLE VOLUNTEER EXPENSES 4,000
    REVITALIZE T-TOWN
    14 E 7TH
    TULSA,OK74119     		NONE CHARITABLE COMPUTER & OFFICE EQUIPMENT 3,300
    RIGHT PATH RIDING ACADEMY
    16620 OLD SHARMROCK HWY
    DRUMRIGHT,OK74030     		NONE CHARITABLE EQUIPMENT FOR VETERAN'S OBSTACLE COU 6,000
    RIVER PARKS FOUNDATION
    2424 E 21ST
    TULSA,OK74114     		NONE CHARITABLE FREEDOMFEST SPONSORSHIP 5,000
    ROGERS COUNTY VOLUNTEERS FOR YOUTH
    1700 S LYNN RIGGS BLVD A
    CLAREMORE,OK74017     		NONE CHARITABLE FURNITURE 2,000
    SHOW INC
    425 W WELLS BLVD
    SAPULPA,OK74066     		NONE CHARITABLE EQUIPMENT FOR HEART INSTITUTE 5,000
    ST JOHN HEALTH SYSTEM FOUNDATION
    1923 S UTICA
    TULSA,OK74104     		NONE CHARITABLE VOCATIONAL PROGRAM EXPENSES 35,500
    STAND IN THE GAP
    3939 S HARVARD 120
    TULSA,OK74135     		NONE CHARITABLE CURRICULUM MATERIALS 4,000
    SUPPORTERS OF FAMILIES WITH SICKLE
    P O BOX 691293
    TULSA,OK74169     		NONE CHARITABLE LENOVO TABLETS & SUPPLIES 2,500
    TEAM UP TO CLEAN UP
    5330 E 31ST
    TULSA,OK74135     		NONE CHARITABLE PLANTS & SEEDS FOR WETLANDS PROJECT 2,500
    THE NATURE CONSERVANCY
    2727 E 21ST 203
    TULSA,OK74114     		NONE CHARITABLE OFFICE EQUIPMENT 5,500
    TOWN & COUNTRY SCHOOL
    8906 E 34TH
    TULSA,OK74145     		NONE CHARITABLE SMART BOARD 5,300
    TRISTESSE GRIEF CENTER
    4646 S HARVARD
    TULSA,OK74135     		NONE CHARITABLE CONFERENCE ROOM FURNITURE 4,000
    TULSA ADVOCATES FOR THE PROTECTION
    P O BOX 14044
    TULSA,OK74159     		NONE CHARITABLE FOSTER FAMILY SUPPLIES & EQUIPMENT 3,500
    TULSA AIR & SPACE MUSEUM
    3624 N 74TH E AVE
    TULSA,OK74115     		NONE CHARITABLE CARPET REPAIRS 5,000
    TULSA AREA UNITED WAY
    1430 S BOULDER
    TULSA,OK74119     		NONE CHARITABLE GENERAL PROGRAM SUPPORT 12,000
    TULSA BALET THEATRE
    1212 E 45TH PL
    TULSA,OK74105     		NONE CHARITABLE PRODUCTION EXPENSES 5,500
    TULSA CAMPAIGN TO PREVENT TEEN PREG
    1601 S MAIN
    TULSA,OK74119     		NONE CHARITABLE PRINTING EXPENSES 2,000
    TULSA CASA
    700 S BOSTON
    TULSA,OK74119     		NONE CHARITABLE COMPUTER UPGRADES 4,500
    TULSA COMMUNITY FDN DBA 501TECHNET
    7020 S YALE 400
    TULSA,OK74136     		NONE CHARITABLE HARDRIVES & BATTERIES 5,000
    TULSA GIRLS ART SCHOOL PROJECT
    2202 E ADMIRAL
    TULSA,OK74110     		NONE CHARITABLE ART SUPPLIES 2,500
    TULSA GLOBAL ALLIANCE
    600 S COLLEGE
    TULSA,OK74104     		NONE CHARITABLE PROGRAM EXPENSES 3,000
    TULSA HISTORICAL SOCIETY
    2445 S PEORIA
    TULSA,OK74114     		NONE CHARITABLE EXHIBIT SUPPORT 6,000
    TULSA INTERNATIONAL MAYFEST
    402 S MAIN
    TULSA,OK74103     		NONE CHARITABLE SPONSORSHIP 5,500
    TULSA LAWYERS FOR CHILDREN
    907 S DETROIT 735
    TULSA,OK74120     		NONE CHARITABLE COPIER UPDATE 3,500
    TULSA LIBRARY TRUST
    400 CIVIC CENTER DR
    TULSA,OK74103     		NONE CHARITABLE LITERACY PROGRAMS 1,000
    TULSA OPERA
    1610 S BOULDER
    TULSA,OK74119     		NONE CHARITABLE PROGRAM EXPENSES 3,500
    TULSA OPERA
    1610 S BOULDER
    TULSA,OK74119     		NONE CHARITABLE COMMUNITY OUTREACH 3,000
    TULSA ORATORIO CHORUS
    111 E 1ST
    TULSA,OK74103     		NONE CHARITABLE PRODUCTION EXPENSES 5,000
    TULSA SYMPHONY ORCHESTRA
    117 N BOSTON
    TULSA,OK74119     		NONE CHARITABLE PRODUCTION EXPENSES 3,500
    TULSA ZOO FRIENDS
    6421 E 36TH S NORTH
    TULSA,OK74115     		NONE CHARITABLE EXHIBIT EXPENSES 2,500
    UNION PUBLIC SCHOOLS
    8506 E 61ST
    TULSA,OK741331926     		NONE CHARITABLE RUNNING CLUB EXPENSES 4,000
    UNIVERSITY OF OKLAHOMA FOUNDATION
    4502 E 41ST
    TULSA,OK74135     		NONE CHARITABLE MEDICAL SUPPLIES 4,000
    UP WITH TREES
    1102 S BOSTON
    TULSA,OK74119     		NONE CHARITABLE IPADS FOR STUDENTS 3,000
    VIZAVANCE
    2506 E 21ST STE B
    TULSA,OK74114     		NONE CHARITABLE COMPUTER EQUIPMENT & SOFTWARE 5,000
    YOUTH SERVICES OF TULSA
    311 S MAIN
    TULSA,OK74114     		NONE CHARITABLE REFRIGERATOR & BEDS FOR YOUTH SHELTE 5,000
    TULSA CHILDREN'S MUSEUM
    560 N MAYBELLE
    TULSA,OK74127     		NONE CHARITABLE COMPUTER UPGRADES 3,000
    Total .................................bullet 3a 418,300
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 41,150  
    4 Dividends and interest from securities....     14 119,888  
    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 ............     		    14 549,224  
    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)..   710,262  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    710,262
    (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 (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 5,507 5,507    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER 2005-11-08 1,495 1,495 S/L 5.0000        

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CAPITAL WORLD GROWTH & INCOME 717,222 934,379
    GROWTH FUND OF AMERICA INC 897,555 1,345,283
    INVESTMENT COMPANY OF AMERICA 796,693 930,032
    WASHINGTON MUTUAL INVESTORS FU 715,746 960,515
    INTERMEDIATE BOND FUND OF AMER 868,112 858,648
    JPMORGAN MID CAP VALUE 317,081 351,489
    JP MORGAN US SMALL COMPANY FUN 301,232 351,414
    UNDIS MANAGERS BEHAVIORAL VALU 270,624 343,563
    JPMORGAN TR II CORE BD FD 26,116 26,047
    SHORT TERM BOND FUND AMERICA    
    SMALL CAP WORLD FUND 366,472 359,900
    NEW WORLD FUND CLASS A 374,948 391,217

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WORLD'S FOREMOST BANK CD AT COST    
    AMERICAN EXPRESS CENTURION BAN AT COST    
    GOLDMAN SACHS BANK USA CD AT COST    
    CROSSFIRST BANK CD AT COST 206,635 206,635
    FIRST OKLAHOMA BANK CD AT COST 112,051 112,051
    GOLDMAN SACHS BANK CD AT COST 100,000 99,376
    CAPITAL ONE BANK CD AT COST 60,000 59,505
    ALLY BANK CD AT COST 250,000 246,898
    CAPITAL ONE BANK CD AT COST 190,000 184,268
    CAPITAL ONE BANK CD AT COST 250,000 242,457
    COMENITY BANK CD AT COST 100,000 97,730
    BARCLAYS BANK CD AT COST 50,000 48,579
    DISCOVER BANK CD AT COST 250,000 242,898
    WELLS FARGO BANK CD AT COST 250,000 238,690
    BARCLAYS BANK CD AT COST 150,000 144,219
    CITIBANK NA CD AT COST 250,000 247,765
    GOLDMAN SACHS BANK CD AT COST 150,000 148,972

    TY 2018 OtherDecreasesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Description Amount
    PRIOR YEARS' ADJUSTMENT 560


    TY 2018 OtherExpensesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    FEES 47 47    
    OFFICE EXPENSE 3,900 3,900    
    TELEPHONE 653 653    
    UTILITIES 469 469    
    PENALTIES 50 50    


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Description Beginning of Year - Book Value End of Year - Book Value
    TAXES 7,804 59


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT OTHER PROFESSIONAL FEES 938 938    


    TY 2018 TaxesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INCOME TAXES 13,648 13,648    
    FOREIGN TAXES PAID 2,677 2,677