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 KERR FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)12501 N MAY AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73120
A Employer identification number

73-1256122
B Telephone number (see instructions)

(405) 749-2877
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$21,084,955J 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 3,140 3,140  
4 Dividends and interest from securities... 353,793 353,793  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,625,285
b Gross sales price for all assets on line 6a 5,376,735
7 Capital gain net income (from Part IV, line 2)... 1,625,285
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 29,515 29,515  
12 Total. Add lines 1 through 11........ 2,011,733 2,011,733  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 378,720 58,095   320,626
14 Other employee salaries and wages...... 117,088 17,563   99,525
15 Pension plans, employee benefits....... 167,773 25,166   142,607
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 19,863 17,877   1,986
c Other professional fees (attach schedule).... Click to see attachment 254,850 230,771   24,079
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 44,812 7,906   28,906
19 Depreciation (attach schedule) and depletion... 48,383 0  
20 Occupancy.............. 10,303 1,545   8,757
21 Travel, conferences, and meetings....... 76,784 11,518   65,267
22 Printing and publications.......... 1,026 154   872
23 Other expenses (attach schedule)....... Click to see attachment 179,918 -118,484   298,402
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,299,520 252,111   991,027
25 Contributions, gifts, grants paid....... 208,000 208,000
26 Total expenses and disbursements. Add lines 24 and 25 1,507,520 252,111   1,199,027
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 504,213
b Net investment income (if negative, enter -0-) 1,759,622
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............. 300 300 300
2 Savings and temporary cash investments......... 822,969 588,173 588,173
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)....... 10,975,569 Click to see attachment11,433,971 12,031,280
c Investments—corporate bonds (attach schedule)....... 2,206,643 Click to see attachment2,476,142 2,406,560
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 361,779 Click to see attachment375,592 375,592
14 Land, buildings, and equipment: basis bullet1,520,250
Less: accumulated depreciation (attach schedule) bullet855,924 703,620 Click to see attachment664,326 664,326
15 Other assets (describe bullet) Click to see attachment4,968,337 Click to see attachment5,018,724 Click to see attachment5,018,724
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,039,217 20,557,228 21,084,955
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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.................. 20,039,217 20,557,228
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)..... 20,039,217 20,557,228
31 Total liabilities and net assets/fund balances (see instructions). 20,039,217 20,557,228
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
20,039,217
2
Enter amount from Part I, line 27a .....................
2
504,213
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
13,798
4
Add lines 1, 2, and 3 ..........................
4
20,557,228
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
20,557,228
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,376,735   3,751,450 1,625,285
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,625,285
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,625,285
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see 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 1,141,147 22,696,878 0.050278
2016 1,204,251 21,957,252 0.054845
2015 1,220,764 23,430,522 0.052101
2014 1,236,627 24,643,523 0.050181
2013 1,041,870 23,488,876 0.044356
2
Total of line 1, column (d) .....................
2
0.251761
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
0.050352
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
22,157,943
5
Multiply line 4 by line 3......................
5
1,115,697
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
17,596
7
Add lines 5 and 6........................
7
1,133,293
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,199,027
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 17,596
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 17,596
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,596
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 18,250
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,250
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 654
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet654 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletWWW.THEKERRFOUNDATION.ORG
    14
    The books are in care ofbulletTHE KERR FOUNDATION INC Telephone no.bullet (405) 749-2877

    Located atbullet12501 N MAY AVEOKLAHOMA CITYOK ZIP+4bullet73120
    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
     
    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 2018?.............
    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 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
    LOU C KERR PRESIDENT
    40.00     		205,181 18,976 0
    12501 N MAY AVENUE
    OKLAHOMA CITY,OK73120
    STEVEN S KERR VICE PRESIDENT AND TRUSTEE
    40.00     		73,322 6,164 0
    12501 N MAY AVENUE
    OKLAHOMA CITY,OK73120
    LAURA KERR VICE PRESIDENT/SECRETARY/T
    40.00     		70,017 6,164 0
    12501 N MAY AVENUE
    OKLAHOMA CITY,OK73120
    CODY T KERR TRUSTEE
    2.00     		17,100 0 0
    12501 N MAY AVENUE
    OKLAHOMA CITY,OK73120
    RUTH LEEBRON LEVENSON TRUSTEE
    2.00     		17,100 0 0
    12501 N MAY AVENUE
    OKLAHOMA CITY,OK73120
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    KAREN S HORTON ASSISTANT TO THE PRE
    40.00     		69,753 6,436 0
    8309 NW 39TH
    BETHANY,OK73008
    CECILIA A MILLER ADMINISTRATOR
    40.00     		68,366 6,536 0
    3108 CARLTON WAY
    OKLAHOMA CITY,OK73120
    Total number of other employees paid over $50,000...................bullet 0
    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
    INVESTRUST CONSULTING LLC FINANCIAL AND ACCOUNTING SERVICES 121,455
    5101 N CLASSEN BLVD SUITE 600
    OKLAHOMA CITY,OK73118
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    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.........................bullet0
    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
    17,353,532
    b
    Average of monthly cash balances.......................
    1b
    135,447
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,006,395
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,495,374
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    22,495,374
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    337,431
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    22,157,943
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,107,897
    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
    1,107,897
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    17,596
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,596
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,090,301
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,090,301
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,090,301
    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
    1,199,027
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    1,199,027
    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
    17,596
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,181,431
    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 1,090,301
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 432,573
    b Total for prior years:20, 20, 20 0
    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........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,199,027
    a Applied to 2017, but not more than line 2a 432,573
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 766,454
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		323,847
    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) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    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:
    LOU C KERR
    12501 N MAY AVENUE
    OKLAHOMA CITY,OK73120
    (405) 749-7991
    bThe form in which applications should be submitted and information and materials they should include:
    COVER LETTER WITH SUMMARY REQUEST, INSTITUTIONAL PROFILE FORM COMPLETED, PROPOSAL SUMMARY FORM COMPLETED, IRS 501(C)(3) LETTER, PROPOSAL AND DOCUMENTATION AS APPROPRIATE TO THE REQUEST
    cAny submission deadlines:
    APPLICATIONS SHOULD BE SUBMITTED MORE THAN 45 DAYS PRIOR TO QTRLY TTEE MTGS TO ALLOW TIME FOR REVIEW
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GEOGRAPHICAL AREAS FOR CONSIDERATION ARE: (1ST PREFERENCE) ARKANSAS, COLORADO, KANSAS, MISSOURI, NEW MEXICO, OKLAHOMA, TEXAS; AREAS: EDUCATION, HEALTH, CULTURAL, COMMUNITY SERVICE AND HUMAN SERVICE. APPLICATIONS ARE ALSO ACCEPTED FROM THE WASHINGTON D.C. AREA IN RECOGNITION OF SIGNIFICANT AND CONTINUING INFLUENCE OF THE FEDERAL GOVERNMENT ON THE STATE OF OKLAHOMA AND NEIGHBORING REGION.
    Form 990-PF (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
    12 & 12 INC
    6333 E SKELLY DR
    TULSA,OK74135     		  501(C)(3) PROVIDE OPERATIONAL SUPPORT FOR INCREASED COST OF PHARMACEUTICAL MEDICATIONS FOR SUBSTANCE ABUSE AND MENTAL HEALTH CLIENT NEEDS 1,000
    501TECH
    7030 S YALE AVE STE 600
    TULSA,OK74136     		  501(C)(3) HELP EXPAND SERVICES INTO THE OKLAHOMA CITY AREA; THUS PROVIDING LOCAL NONPROFITS WITH AFFORDABLE ACCESS TO A WIDE ARRAY OF TECHNOLOGY PRODUCTS AND SERVICES 2,000
    A NEW LEAF
    PO BOX 35903
    TULSA,OK74153     		  501(C)(3) SUPPORT THE AUTISM WORKS! PROGRAM 1,500
    ALMOST HOME
    34120 W 51ST ST S
    MANNFORD,OK74044     		  501(C)(3) SUPPORT THE FOUNDATIONS TO SUCCESS TRANSITIONAL LIVING PROGRAM FOR 16-21 YEAR-OLD SINGLE MOTHERS. 2,000
    ARKANSAS CRAFT SCHOOL
    101 N PEABODY AVE
    MOUNTAIN VIEW,AR72560     		  501(C)(3) SUPPORT THE SECOND MILE DEVELOPMENT OF ARKANSAS CRAFT SCHOOL. 1,500
    ASSISTANCE DOGS OF THE WEST
    1590 SAN MATEO LN
    SANTA FE,NM87505     		  501(C)(3) PROVIDE OPERATING EXPENSES FOR DAY-TO-DAY OPERATIONS. 2,500
    ASTEC FUND INC
    2401 NW 23RD ST
    OKLAHOMA CITY,OK73107     		  501(C)(3) PROVIDE CAPITAL FUNDING FOR THE NEW ASTEC PUBLIC CHARTER SCHOOL CAMPUS, WHICH WOULD INCLUDE NAMING OPPORTUNITY FOR ONE OF THE NEW SPACES AT THE SCHOOL. 50,000
    ATOMIC HERITAGE FOUNDATION
    910 17TH ST NW STE 405
    WASHINGTON,DC20006     		  501(C)(3) HELP PRODUCE 25 ORAL HISTORIES RECOGNIZING THE ROLE OF HISPANOS AND THE MANHATTAN PROJECT. 3,000
    BLACK CUBE
    2925 S UMATILLA ST
    ENGLEWOOD,CO80110     		  501(C)(3) FOR THE POP UP EXHIBITION PROGRAM, COMMUNITY PARTNERSHIPS, EDUCATIONAL ACTIVITES AND ARTIST PROFESSIONAL DEVELOPMENT. 5,000
    BRIGHTMUSIC SOCIETY OF OKLAHOMA
    PO BOX 20254
    OKLAHOMA CITY,OK73156     		  501(C)(3) SUPPORT BRIGHTMUSIC'S 2017-18 CONCERT SEASON CONSISTING OF FIVE REGULAR SEASON CONCERTS AND A FOUR-CONCERT FESTIVAL IN JUNE 2018. 1,000
    CALICO ROCK MUSEUM FOUNDATION INC
    104 MAIN ST
    CALICO ROCK,AR72519     		  501(C)(3) SUPPORT CAPITAL CAMPAIGN. 2,000
    CANCER SUPPORT FOUNDATION
    8268 ACADEMY ROAD
    ELLICOTT CITY,MD21043     		  501(C)(3) SUPPORT THE PROGRAMS OF THE DONALD W. REYNOLDS CANCER SUPPORT HOUSE FOR CRITICALLY NEEDED SERVICES. 3,000
    CAR CARE CLINIC INC
    2008 E PINE ST
    TULSA,OK74110     		  501(C)(3) PROVIDE AUTO REPAIRS AND TRANSPORTATION FOR LOW AND MODERATE INCOME FAMILIES WITH SCHOOL AGE AND YOUNGER CHILDREN. 2,000
    CENTERSTAGE THEATRE COMPANY
    901 FRONT ST
    LOUISVILLE,CO80027     		  501(C)(3) PROVIDE SCHOLARSHIPS FOR PARTICIPATION FROM A MORE DIVERSE POPULATION OF YOUTH. 2,000
    CHILDREN'S GRIEF CENTER OF NEW MEXICO INC
    3001 TRAILS DR NW
    ALBUQUERQUE,NM87107     		  501(C)(3) PROVIDE APPROXIMATELY 5 CHILDREN WITH A YEAR OF SPECIALIZED GRIEF SUPPORT. 2,000
    CHILDREN'S PRISON ARTS PROJECT
    PO BOX 130584
    HOUSTON,TX77219     		  501(C)(3) PROVIDE SUPPORT FOR THE ART BEHIND WALLS AWARD-WINNING ART PROGRAM FOR INCARCERATED YOUTH. 2,000
    COLORED CLASSROOMS
    5512 WEST 20TH AVE
    PINE BLUFF,AR71603     		  501(C)(3) SUPPORT THE "FROM DRAMA TO DESTINY FOR ROYAL GIRLS" PROGRAM. 2,000
    COMMUNITY FOOD BANK OF EASTERN OKLAHOMA INC
    1304 N KENOSHA AVE
    TULSA,OK74106     		  501(C)(3) SUPPORT THE FOOD FOR KIDS FEEDING PROGRAMS IN EASTERN OKLAHOMA. 4,000
    COMMUNITY RENEWAL OF POTTAWATOMIE COUNTY
    1000 N KICKAPOO AVE
    SHAWNEE,OK74801     		  501(C)(3) SUPPORT THE KID'S CLUB, KID'S CAMP AND MENTOR TRAINING PROGRAMS. 5,000
    COUNCIL ON FOUNDATIONS
    2121 CRYSTAL DRIVE
    ARLINGTON,VA22202     		  501(C)(3) SUPPORT THE PROGRAMS OF COUNCIL ON FOUNDATIONS. 4,000
    DUNCAN LITTLE THEATRE INCORPORATED
    824 W MAIN ST
    DUNCAN,OK73533     		  501(C)(3) SUPPORT TEEN THEATER AND CHILDREN'S EXPERIENCE THEATER YOUTH PROGRAMS, AS WELL AS HELP WITH THE 2018 MUSICAL THE WIZARD OF OZ. 4,000
    FINE ARTS INSTITUTE OF EDMOND
    27 E EDWARDS ST
    EDMOND,OK73034     		  501(C)(3) PROVIDE ART THERAPY PROGRAMMING AND SCHOLARSHIP PROGRAMS. 4,000
    FIT FIRST RESPONDERS INC
    8177 S HARVARD AVE
    TULSA,OK74137     		  501(C)(3) SUPPORT FIT FOR DUTY, FIT FOR LIFE PROGRAM. 2,000
    FOSTERING HOPE FOUNDATION
    111 S TEJON ST STE 112
    COLORADO SPRINGS,CO80903     		  501(C)(3) SUPPORT CORE PROGRAM OF PROVIDING TEAMS OF VOLUNTEERS TO STABILIZE FOSTER FAMILIES WITH HIGH POTENTIAL FOR BREAKDOWN. 3,000
    FRIENDS OF TIJERAS PUEBLO
    11776 HIGHWAY 737
    TIJERAS,NM87059     		  501(C)(3) SUPPORT THE PAINTING OF A MURAL/MAP BY A TIWA ARTIST ON A WALL IN TIJERAS PUEBLO ARCHAEOLOGICAL SITE MUSEUM. 3,000
    FRIENDS OF TUTTLE PUBLIC LIBRARY INC
    PO BOX 383
    TUTTLE,OK73089     		  501(C)(3) PAY COST OF APOLLO CIRCULATION SOFTWARE AND MEMBERSHIP DUES TO OK VIRTUAL LIBRARY. 1,000
    GRECCIO HOUSING UNLIMITED INC
    1015 E PIKES PEAK AVE STE 110
    COLORADO SPRINGS,CO80903     		  501(C)(3) FOR FUNDS TO ALLOW GRECCIO TO CONTINUE PROVIDING CRITICALLY NEEDED DIRECT SERVICES AND PROGRAMS THROUGH THE RESIDENT RESOURCES CENTER. 2,500
    HANDSON TEXARKANA
    1915 OLIVE ST
    TEXARKANA,TX75501     		  501(C)(3) SUPPORT THE ESCORT PROGRAM, WHICH PROVIDES RIDES TO OVER 600 SENIOR CITIZENS WHO HAVE NO OTHER MEANS OF TRANSPORTATION TO DOCTOR'S APPOINTMENTS, GROCERY STORE AND OTHER NECESSARY ERRANDS. 2,500
    HARRINGTON ARTS ALLIANCE FOR CREATIVE PERSONAL DEVELOPMENT INC
    575 N DENVER AVE
    LOVELAND,CO80537     		  501(C)(3) HELP COVER COST FOR CHILDREN AND ADOLESCENTS WHO CANNOT AFFORD NEEDED SERVICES. 2,000
    HEARTLIGHT MINISTRIES
    PO BOX 286
    HALLSVILLE,TX75650     		  501(C)(3) SUPPORT THE "FRIENDS OF HEARTLIGHT" FUNDRAISING DINNERS. 3,000
    HOME OF HOPE INC
    PO BOX 903
    VINITA,OK74301     		  501(C)(3) PURCHASE ATTAINMENT MOBILE STATIONS FOR INDIVIDUALS WITH DISABILITIES SERVED THROUGH THE DAY PROGRAM. 2,000
    KIM ROBARDS DANCE INC
    9990 E COLFAX AVE
    AURORA,CO80010     		  501(C)(3) SUPPORT THE MOVING POSSIBILITIES TO PERFORMANCE PROGRAM. 2,500
    LYRIC THEATRE OF OKLAHOMA CITY
    1727 NW 16TH ST
    OKLAHOMA CITY,OK73106     		  501(C)(3) SUPPORT LYRIC'S PROFESSIONAL EDUCATIONAL PERFORMANCE OPPORTUNITIES FOR UNIVERSITY STUDENTS. 4,000
    MOUNT CARMEL HEALTH WELLNESS AND COMMUNITY CENTER
    911 ROBINSON AVE
    TRINIDAD,CO81082     		  501(C)(3) HELP FUND A YOUTH LEADERSHIP PROJECT. 1,000
    MUSCULAR DYSTROPHY ASSOCIATION INC
    161 N CLARK STE 3550
    CHICAGO,IL60601     		  501(C)(3) PAY FOR SIX CHILDREN TO ATTEND MDA SUMMER CAMP. 3,000
    NATIONAL REPERTORY ORCHESTRA INC
    PO BOX 6336
    BRECKENRIDGE,CO80424     		  501(C)(3) SUPPORT THE EDUCATION & COMMUNITY ENGAGEMENT OUTREACH PROGRAM. 2,000
    OKLAHOMA CITY ASTRONOMY CLUB
    PO BOX 22804
    OKLAHOMA CITY,OK73123     		  501(C)(3) HELP PURCHASE A 30 INCH NEWTONIAN TELESCOPE, WHICH WOULD BE THE LARGEST TELESCOPE IN OKLAHOMA AVAILABLE FOR PUBLIC USE. 2,500
    OKLAHOMA HEART HOSPITAL RESEARCH FOUNDATION
    4200 W MEMORIAL ROAD STE 510
    OKLAHOMA CITY,OK73120     		  501(C)(3) SUPPORT THE EMPLOYEE GIVE CAMPAIGN. 5,000
    OKLAHOMA STATE UNIVERSITY FOUNDATION
    400 S MONROE ST
    STILLWATER,OK74074     		  501(C)(3) SUPPORT HANDS-ON LEARNING ENVIRONMENT OF OSU-OKC SCIENCE AND ENGINEERING DEPARTMENTS WITH THE LATEST TECHNIQUES AND PROCEDURES. 5,000
    OKLAHOMA WATCH INC
    500 N BROADWAY AVE STE LL10
    OKLAHOMA CITY,OK73102     		  501(C)(3) SUPPORT THE OKLAHOMA WATCH-OUT PUBLIC FORUM SERIES. 2,500
    PETS FOR LIFE INC
    7240 WORNALL RD
    KANSAS CITY,MO64114     		  501(C)(3) PROVIDE SUPPORT FOR THE ANIMAL ASSISTED THERAPY PROGRAMS. 2,500
    PROGRESS OKC A COMMUNITY DEVELOPMENT CORPORATION INC
    105 N HUDSON AVE STE 101
    OKLAHOMA CITY,OK73102     		  501(C)(3) PROVIDE A/V AND LIGHTING FOR THE HISTORIC PAGE WOODSON SCHOOL AUDITORIUM PROJECT. 5,000
    PROJECT TRANSFORMATION
    1501 NW 24TH ST
    OKLAHOMA CITY,OK73106     		  501(C)(3) SUPPORT PROJECT TRANSFORMATION OKLAHOMA'S SUMMER LITERACY CAMP PROGRAM. 2,000
    READING WORKS INC
    8005 PENNSYLVANIA CIRCLE NE STE C
    ALBUQUERQUE,NM87110     		  501(C)(3) SUPPORT THE LITERACY PROGRAM WITH MATERIALS FOR ADULT LITERACY LEARNERS. 1,500
    SANTA FE PRO MUSICA INC
    1512 PACHECO ST D201
    SANTA FE,NM87505     		  501(C)(3) SUPPORT SANTA FE PRO MUSICA'S EDUCATIONAL PROGRAMS. 2,000
    SHOW INC
    425 W WELLS BLVD
    SAPULPA,OK74066     		  501(C)(3) PURCHASE AND TRAIN ON A SWIPE CARD TIME CLOCK SYSTEM. 1,500
    ST BENEDICT HEALTH AND HEALING MINISTRY
    PO BOX 325
    LOUISVILLE,CO80027     		  501(C)(3) HELP SUPPORT 14 MONTHLY FREE MEDICAL CLINICS FOR HOMELESS, UNDER/UNINSURED INDIVIDUALS AND FAMILIES. 2,500
    TAKE ROOT
    114 W HARRISON ST
    KIRKSVILLE,MO63501     		  501(C)(3) FUND GENERAL OPERATING EXPENSES AND THE 1ST ANNUAL COMMUNITY ROOTS FESTIVAL, THUS PROVIDING NOURISHING, HIGH QUALITY, LOCAL FOODS ON A PAY-WHAT-YOU-CAN BASIS. 2,000
    TEEN CHALLENGE OF OKLAHOMA INC
    909 S MERIDIAN AVE
    OKLAHOMA CITY,OK73108     		  501(C)(3) HELP BUILD A 6,000 SQUARE FOOT HOME TO ACCOMMODATE 12 MORE GIRLS AND A 10,000 SQUARE FOOT BUILDING AT BRUSH CREEK INCREASING CAPACITY FOR BOYS TO 40. 5,000
    THE GROWING PROJECT
    PO BOX 242
    FORT COLLINS,CO80522     		  501(C)(3) SUPPORT THE NATURE RIDES EDUCATIONAL PROGRAM, SPECIFICALLY TO SECURE BIKES, HELMETS, AND BICYCLE EDUCATION CLASSES FOR LOW-INCOME YOUTH. 3,000
    THE HOME FRONT CARES
    1120 N CIRCLE DR 230
    COLORADO SPRINGS,CO80909     		  501(C)(3) HELP SUPPORT THE FAMILIES PROGRAM FOR VETERANS 2,000
    THE UNIVERSITY OF OKLAHOMA FOUNDATION
    100 W TIMBERDELL RD
    NORMAN,OK73019     		  501(C)(3) CONTRIBUTE TO COSTS OF PREPARING AND SUPPLYING SOIL COLLECTION KITS, AS WELL AS THE EXPANSION OF CURRICULUM MATERIALS AND INTEGRATING THE PROGRAM FURTHER INTO OKLAHOMA CLASSROOMS. 5,000
    THE URBAN MISSION INC
    3737 N PORTLAND AVE
    OKLAHOMA CITY,OK73112     		  501(C)(3) INCREASE NUMBER OF CHILDREN SERVED IN THE URBAN MISSION'S BACK-TO-SCHOOL PROGRAM BY 650 CHILDREN. 3,000
    THE ZUNI YOUTH ENRICHMENT PROJECT
    PO BOX 447
    ZUNI,NM87327     		  501(C)(3) SUPPORT THE YOUTH SUMMER CAMP PROGRAM FOR ZUNI YOUTH. 1,000
    TO THE BEAT PERFORMING ARTS
    7700 N COUNCIL RD
    OKLAHOMA CITY,OK73132     		  501(C)(3) PURCHASE NEW AND REPLACE WORN EQUIPMENT NEEDED FOR CLASSES, AND ALSO PROVIDE SCHOLARSHIPS FOR QUALIFYING FAMILIES. 1,000
    TURNING POINT CENTER
    557 E THOMPSON BLVD
    VENTURA,CA93001     		  501(C)(3) SUPPORT THE OUTREACH PROGRAM FOR HOMELESS WOMEN WITH CHILDREN TRANSPORTATION PROJECT. 2,500
    VALIR PACE FOUNDATION
    721 NW 6TH ST
    OKLAHOMA CITY,OK73102     		  501(C)(3) SUPPORT FROZEN MEALS PROGRAM FOR AT-RISK SENIORS STRUGGLING WITH MEAL PREPARATION IN THE EVENINGS, ON WEEK-ENDS, OR WITH NO FAMILY. 2,500
    VETERANS ASSISTANCE DOGS OF TEXAS INC
    601 SPUR 100 N
    KERRVILLE,TX78028     		  501(C)(3) SUPPORT THE DOG TRAINING PROGRAM TO PROVIDE SERVICE DOGS FOR DISABLED VETERANS. 5,000
    WASHINGTON COUNTY ELDER CARE INC
    1223 SWAN DRIVE
    BARTLESVILLE,OK74006     		  501(C)(3) FOR PURCHASE OF A NEW VAN FOR THE TRANSPORTATION OF PARTICIPANTS IN ELDER CARE'S DAYBREAK ADULT DAY HEALTH PROGRAM. 2,000
    ZOE INSTITUTE INC
    309 S MUSKOGEE AVE
    TAHLEQUAH,OK74464     		  501(C)(3) SUPPORT COMPLETION OF THE KITCHEN AT TAHLEQUAH DAY CENTER FOR THE HOMELESS, WHICH SERVES HOMELESS AND NEAR HOMELESS CLIENTS DAILY. 3,000
    Total .................................bullet 3a 208,000
    bApproved for future payment
    AT STILL UNIVERSITY OF HEALTH SCIENCES
    5850 E STILL CIRCLE
    MESA,AZ85206     		  501(C)(3) SUPPORT THE RESTORING HERO SMILES - MOSDOH VETERANS PROGRAM 5,000
    BLESSED BE HOPE FOR THREE INC
    11104 W AIRPORT BLVD STE 150
    STAFFORD,TX77477     		  501(C)(3) FOR OPERATING SUPPORT. 5,000
    BOULDER EMERGENCY SQUAD BOULDER COLORADO
    3532 DIAGONAL HWY
    BOULDER,CO80301     		  501(C)(3) SUPPORT EMERGENCY RESCUE SERVICES PROVIDED TO RESIDENTS OF BOULDER COUNTY BY PROVIDING NEEDED PERSONAL PROTECTIVE EQUIPMENT FOR THE VOLUNTEER FIREFIGHTERS AND RESCUERS. 2,500
    BRIDGES PROJECT FOR EDUCATION
    112A ALEXANDER ST
    TAOS,NM87571     		  501(C)(3) PROVIDE SUPPORT FOR THE "COLLEGE CONNECTIONS AND BRIDGES' SPECTRUM OF SERVICES. 3,000
    CANINE PARTNERS OF THE ROCKIES
    651 POTOMAC ST E
    AURORA,CO80011     		  501(C)(3) FOR GENERAL OPERATING SUPPORT, ALLOWING FOR THE PLACEMENT OF EIGHT SKILLED ASSISTANCE DOGS WITH COLORADO PARTNERS. 2,000
    CATCHING THE DREAM
    8200 MOUNTAIN RD NE STE 103
    ALBUQUERQUE,NM87110     		  501(C)(3) HELP FUND THE SCHOLARSHIP PROGRAM FOR NATIVE AMERICAN COLLEGE STUDENTS WITH HIGH POTENTIAL. 1,500
    CHILDREN FIRST CEO KANSAS INC
    PO BOX 2385
    WICHITA,KS67201     		  501(C)(3) SUPPORT THE GROW THE EDUCATION GARDEN PROGRAM. 2,500
    CORPUS CHRISTI PREGNANCY CENTER INC
    4730 EVERHART RD
    CORPUS CHRISTI,TX78411     		  501(C)(3) IMPROVE PRENATAL CARE, NUTRITION, HEALTH EDUCATION, AND PARENTING EDUCATION FOR WOMEN, TEENS, AND THEIR FAMILIES WITH HEALTH EDUCATION CLASSES. 2,500
    DE LA SALLE EDUCATION CENTER
    3737 TROOST AVE
    KANSAS CITY,MO64109     		  501(C)(3) FUND THE CAREER PREP ACADEMY PROGRAM, THUS ENABLING STUDENTS TO GRADUATE FROM HIGH SCHOOL AND TRANSITION SUCCESSFULLY TO THE WORKPLACE OR COLLEGE. 5,000
    ESSILOR VISION FOUNDATION
    13515 N STEMMONS FWY
    DALLAS,TX75234     		  501(C)(3) SUPPORT THE KIDS VISION FOR LIFE TEXAS PROGRAM. 2,500
    FAMILIES FIRST INC
    2227 W LINDSEY ST
    NORMAN,OK73069     		  501(C)(3) PROVIDE FUNDS FOR PARENTING COURSES & EDUCATIONAL SEMINARS. 2,000
    GREAT PLAINS OF REPUBLIC CO INC
    2420 G ST
    BELLEVILLE,KS66935     		  501(C)(3) PROVIDE FUNDING FOR A CRITICAL UPGRADE TO RCH NETWORK INFRASTRUCTURE. 5,000
    HOPE IS ALIVE MINISTRIES INC
    14401 N MAY AVE
    OKLAHOMA CITY,OK73134     		  501(C)(3) TO SUPPORT THE COUNSELING & LIFE PROFICIENCY PROGRAM FOR 35 WOMEN. 10,000
    INTERNATIONAL ARTS & ARTISTS INC
    9 HILLYER CT NW
    WASHINGTON,DC20008     		  501(C)(3) SUPPORT THE PROGRAMS OF INTERNATIONAL ARTS & ARTISTS' HILLYER ART SPACE. 4,000
    LAS CUMBRES COMMUNITY SERVICES INC
    404 HUNTER ST
    ESPANOLA,NM87532     		  501(C)(3) SUPPORT THE ADULT SERVICES COMMUNITY INTEGRATED EMPLOYMENT PROGRAM. 2,000
    LEUKEMIA & LYMPHOMA SOCIETY INC
    500 N BROADWAY AVE STE 250
    OKLAHOMA CITY,OK73102     		  501(C)(3) HELP EXPAND PATIENT ACCESS, EDUCATION AND ADVOCACY IN OKLAHOMA 20,000
    MERCY HEALTH FOUNDATION OKLAHOMA CITY
    13321 N MERIDIAN AVE STE 206
    OKLAHOMA CITY,OK73120     		  501(C)(3) SUPPORT THE PROJECT EARLY DETECTION (PED) PROGRAM WHICH PROVIDES LIFESAVING BREAST SCREENINGS AND HEALTH SERVICES FOR WOMEN IN NEED. 15,000
    NATIONAL COWBOY AND WESTERN HERITAGE MUSEUM
    1700 NE 63RD ST
    OKLAHOMA CITY,OK73111     		  501(C)(3) SUPPORT THE PASSPORT TO THE WEST EDUCATIONAL PROGRAM WITH FREE ADMISSION FOR STUDENTS AND THEIR FAMILIES. 5,000
    NATURE CONSERVANCY INC
    408 NW 7TH ST
    OKLAHOMA CITY,OK73102     		  501(C)(3) HELP PREPARE THE ARBUCKLE PLAINS OF CENTRAL OKLAHOMA FOR THE RETURN OF THE ICONIC BISON. 15,000
    NEW MEXICO BIOPARK SOCIETY
    903 10TH ST SW
    ALBUQUERQUE,NM87102     		  501(C)(3) FOR THE PURCHASE OF AN ICE CORE SAMPLING STATION AT THE ABQ BIOPARK ZOO'S "PENGUIN CHILL" EXHIBIT. 5,000
    NEW MEXICO JAZZ WORKSHOP INC
    5500 LOMAS BLVD NE
    ALBUQUERQUE,NM87110     		  501(C)(3) SUPPORT THE EMPOWERMENT THROUGH MUSIC PROGRAM TO IMPACT LOW-INCOME, AT-RISK, AND UNDERSERVED YOUTH. 2,000
    OKC METRO ALLIANCE
    1940 LINWOOD BLVD
    OKLAHOMA CITY,OK73106     		  501(C)(3) HELP PURCHASE USED KITCHEN EQUIPMENT FOR THE WOMEN'S FIRSTEP KITCHEN PROJECT. 15,000
    OKLAHOMA CITY BOATHOUSE FOUNDATION
    800 RIVERSPORT DR
    OKLAHOMA CITY,OK73129     		  501(C)(3) SUPPORT THE AUBREY K. MCCLENDON TRIBUTE PROJECT ENTITLED "ONWARD AND UPWARD". 25,000
    OKLAHOMA CITY MUSEUM OF ART
    415 COUCH DR
    OKLAHOMA CITY,OK73102     		  501(C)(3) SUPPORT OKCMOA'S UPCOMING ART EXHIBITION "VICTORIAN RADICALS: FROM THE PRE-RAPHAELITES TO THE ARTS & CRAFTS MOVEMENT" 2,500
    OKLAHOMA STATE UNIVERSITY FOUNDATION
    400 S MONROE ST
    STILLWATER,OK74074     		  501(C)(3) SUPPORT THE OSU LIBRARY'S ORAL HISTORY RESEARCH PROGRAM TO CREATE AN ORAL HISTORY SERIES. 15,000
    OPERATION AWARE OF OKLAHOMA INC
    5800 E SKELLY DR STE 707
    TULSA,OK74135     		  501(C)(3) SUPPORT OPERATION AWARE'S SCHOOL SCHOLARSHIP FUND. 2,000
    TENDERLOVE COMMUNITY CENTER INC
    3600 4TH ST NW
    ALBUQUERQUE,NM87107     		  501(C)(3) PAY ONE-QUARTER OF A FULL YEAR'S FACILITY RENT AND BASIC SEWING MACHINES FOR FIFTEEN STUDENTS. 7,000
    THE EDUCATION AND EMPLOYMENT MINISTRY INC
    1501 N CLASSEN BLVD
    OKLAHOMA CITY,OK73106     		  501(C)(3) FOR GENERATIONAL OPERATION EXPENSES 5,000
    UNCOMPAHGRE COMBINED CLINICS
    1350 S ASPEN ST STE A
    NORWOOD,CO81423     		  501(C)(3) FOR THE PURCHASE OF THREE 800MHZ PORTABLE RADIOS TO COMMUNICATE WITH LOCAL EMS AGENCIES, AIR AMBULANCES, LAW ENFORCEMENT, PUBLIC HEALTH, AND EMERGENCY MANAGEMENT PERSONNEL. 2,500
    Total .................................bullet 3b 190,500
    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 3,140  
    4 Dividends and interest from securities....     14 353,793  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 29,515  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,625,285  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,011,733 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,011,733
    (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 KERR FOUNDATION INC
    EIN:
    73-1256122
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT FEES 19,863 17,877   1,986

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN:
    73-1256122
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 2,476,142 2,406,560

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN:
    73-1256122
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 11,433,971 12,031,280

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE KERR FOUNDATION INC
    EIN:
    73-1256122
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MEMBERSHIP INVESTMENT AT COST 375,592 375,592

    TY 2018 LandEtcSchedule2
    Name:
    THE KERR FOUNDATION INC
    EIN:
    73-1256122
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 118,145 0 118,145 118,145
    BUILDINGS 1,125,388 600,940 524,448 524,448
    OFFICE FURNITURE AND FIXTURES 145,963 145,637 326 326
    EQUIPMENT 112,076 90,669 21,407 21,407
    AUTOMOBILES 18,678 18,678 0  


    TY 2018 OtherAssetsSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN:
    73-1256122
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ARTWORK 113,086 113,411 113,411
    SURRENDER VALUE OF LIFE INSURANCE POLICY 4,855,251 4,905,313 4,905,313


    TY 2018 OtherExpensesSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN:
    73-1256122
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUTOMOBILES 16,121 2,418   13,703
    COMMUNITY SUPPORT 119,471 0   119,471
    CONTRACT LABOR 14,477 2,172   12,305
    DUES AND SUBSCRIPTIONS 35,946 5,392   30,554
    GRANT ADMINISTRATION 3,500 525   2,975
    LIFE INSURANCE -150,061 -150,061   0
    MISCELLANEOUS BUSINESS EXPENSES 27,664 4,150   23,515
    OFFICE SUPPLIES 26,160 3,924   22,236
    REPAIRS AND MAINTENANCE 40,582 6,087   34,495
    TELEPHONE 10,918 1,638   9,280
    UTILITIES 14,136 2,120   12,015
    QUICKBOOK FEES 1,700 255   1,445
    INSURANCE 19,304 2,896   16,408


    TY 2018 OtherIncomeSchedule2
    Name:
    THE KERR FOUNDATION INC
    EIN:
    73-1256122
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL AND GAS ROYALTIES 29,471 29,471 29,471
    OTHER INCOME 44 44 44


    TY 2018 OtherIncreasesSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN:
    73-1256122
    Description Amount
    GAINS FROM PASS THRU INVESTMENTS 13,798


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN:
    73-1256122
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT 119,957 107,961   11,996
    ADMINISTRATIVE/FINANCIAL 120,830 108,747   12,083
    CUSTODIAL 14,063 14,063   0


    TY 2018 TaxesSchedule
    Name:
    THE KERR FOUNDATION INC
    EIN:
    73-1256122
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 8,000 0   0
    FOREIGN TAXES WITHHELD 2,108 2,108   0
    GROSS PRODUCTION TAX 1,692 846   846
    PAYROLL TAXES 33,012 4,952   28,060