-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
A R AND MARYLOUISE TANDY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
P O BOX 3627
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA
,
OK
741013627
A Employer identification number
73-1254985
B
Telephone number (see instructions)
(918) 744-0553
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
26,591,311
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
795,727
795,727
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
4,979,256
b
Gross sales price for all assets on line 6a
16,962,612
7
Capital gain net income (from Part IV, line 2)
...
4,979,256
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)
.......
8,226
8,226
12
Total.
Add lines 1 through 11
........
5,783,209
5,783,209
13
Compensation of officers, directors, trustees, etc.
114,228
114,228
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
61,239
11,239
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
175,467
125,467
0
25
Contributions, gifts, grants paid
.......
17,312,140
17,312,140
26
Total expenses and disbursements.
Add lines 24 and 25
17,487,607
125,467
17,312,140
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-11,704,398
b
Net investment income
(if negative, enter -0-)
5,657,742
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
376,118
217,002
217,002
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
250,000
0
0
b
Investments—corporate stock (attach schedule)
.......
13,117,537
6,641,964
15,617,505
c
Investments—corporate bonds (attach schedule)
.......
15,626,656
10,823,328
10,731,534
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
25,823
25,270
25,270
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
29,396,134
17,707,564
26,591,311
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
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
59,188,680
59,188,680
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
-29,792,546
-41,481,116
29
Total net assets or fund balances
(see instructions)
.....
29,396,134
17,707,564
30
Total liabilities and net assets/fund balances
(see instructions)
.
29,396,134
17,707,564
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
29,396,134
2
Enter amount from Part I, line 27a
.....................
2
-11,704,398
3
Other increases not included in line 2 (itemize)
3
15,828
4
Add lines 1, 2, and 3
..........................
4
17,707,564
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
17,707,564
Form
990-PF
(2019)
Form 990-PF (2019)
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
12,690.36 SHARES DODGE & COX INTERNATIONAL STOCK
P
2019-01-29
b
5,952.38 SHARES VANGUARD INTERNATIONAL GROWTH ADM
P
2019-01-29
c
7,190.11 SHARES VANGUARD SMALL CAP INDEX ADMIRAL
P
2019-01-29
d
100,603.62 SHARES PIMCO TOTAL RETURN FUND-INST
P
2019-01-29
e
286,532.95 SHARES VANGUARD SHORT TERM INV GRADE ADM
P
2019-01-29
4,747.21 SHARES COHEN & STEERS REALTY SHARES INST
P
2019-01-29
500 SHARES HONEYWELL INTL
P
2019-01-30
1,000 SHARES NIKE INC CL B
P
2019-01-30
1,000 SHARES MCCORMICK & COMPANY
P
2019-01-30
1,000 SHARES PEPSICO
P
2019-01-30
2,000 SHARES CHEVRON CORPORATION
P
2019-01-30
5,000 SHARES SCHLUMBERGER LTD
P
2019-01-30
1,000 SHARES CHUBB LTD
P
2019-01-30
1,000 SHARES DANAHER CORP
P
2019-01-30
1,000 SHARES NOVARTIS AG SPONSORED ADR
P
2019-01-30
1,000 SHARES THERMO FISHER SCIENTIFIC
P
2019-01-30
1,000 SHARES UNITED TECHNOLOGIES
P
2019-01-30
1,000 SHARES ACCENTURE PLC IRELAND SHS CLASS A
P
2019-01-30
1,000 SHARES APPLE INC
P
2019-01-30
2,000 SHARES VISA INC CL A
P
2019-01-30
2,000 SHARES XILINK
P
2019-01-30
4,000 SHARES SPDR MATERIALS ETF
P
2019-01-30
5,000 SHARES SPDR UTILITIES SECTOR ETF
P
2019-01-30
1,600 SHARES ALCON INC
P
2019-05-13
2,156.33 SHARES VANGUARD INTERNATIONAL GROWTH ADM
P
2019-06-27
1,369.86 SHARES VANGUARD SMALL CAP INDEX ADMIRAL
P
2019-06-27
9,701.67 SHARES DODGE & COX INTERNATIONAL STOCK
P
2019-06-27
93,283.58 SHARES VANGUARD SHORT TERM INV GRADE ADM
P
2019-06-27
500 SHARES COSTCO WHOLESALE
P
2019-06-28
500 SHARES MCCORMICK & COMPANY
P
2019-06-28
500 SHARES THERMO FISHER SCIENTIFIC
P
2019-06-28
500 SHARES HONEYWELL INTL
P
2019-06-28
500 SHARES APPLE INC
P
2019-06-28
500 SHARES VISA INC CL A
P
2019-06-28
1,070 SHARES VANGUARD COMMUNICATION SERVICES ETF
P
2019-06-28
3,000 SHARES NIKE INC CL B
P
2019-06-28
1,500 SHARES VANGUARD CONSUMER DISCR ETF
P
2019-06-28
1,000 SHARES PEPSICO
P
2019-06-28
1,000 SHARES CHEVRON CORPORATION
P
2019-06-28
2,000 SHARES EXXON MOBIL CORP
P
2019-06-28
1,000 SHARES CHUBB LTD
P
2019-06-28
3,000 SHARES CITIGROUP INC
P
2019-06-28
10,000 SHARES VANGUARD FINANCIALS ETF
P
2019-06-28
1,000 SHARES DANAHER CORP
P
2019-06-28
2,000 SHARES MEDTRONIC PLC
P
2019-06-28
1,000 SHARES NOVARTIS AG SPONSORED ADR
P
2019-06-28
1,000 SHARES UNITED TECHNOLOGIES
P
2019-06-28
1,000 SHARES ACCENTURE PLC IRELAND SHS CLASS A
P
2019-06-28
1,000 SHARES MICROSOFT CORP
P
2019-06-28
1,000 SHARES VANGUARD TECHNOLOGY ETF
P
2019-06-28
1,000 SHARE XILINX
P
2019-06-28
5,000 SHARES SPDR MATERIALS SECTOR ETF
P
2019-06-28
4,225 SHARES SPDR MATERIALS SECTOR ETF
P
2019-06-28
1,588.85 SHARES DODGE & COX INTERNATIONAL STOCK
P
2019-09-30
1,364.84 SHARES VANGUARD INTERNATIONAL GROWTH ADM
P
2019-09-30
1,189.92 SHARES VANGUARD SMALL CAP INDEX ADMIRAL
P
2019-09-30
956.71 SHARES COHEN & STEERS REALTY SHARES INST
P
2019-09-30
800 SHARES VANGUARD COMMUNICATION SERVICES ETF
P
2019-10-01
200 SHARES NIKE INC CL B
P
2019-10-01
700 SHARES VANGUARD CONSUMER DISCR ETF
P
2019-10-01
150 SHARES COSTCO WHOLESALE
P
2019-10-01
250 SHARES MCCORMICK & COMPANY
P
2019-10-01
450 SHARES PEPSICO
P
2019-10-01
450 SHARES CHEVRON CORPORATION
P
2019-10-01
200 SHARES EXXON MOBIL CORP
P
2019-10-01
200 SHARES CHUBB LTD
P
2019-10-01
450 SHARES CITIGROUP INC
P
2019-10-01
450 SHARES DANAHER CORP
P
2019-10-01
450 SHARES MEDTRONIC PLC
P
2019-10-01
800 SHARES NOVARTIS AG SPONSORED ADR
P
2019-10-01
250 SHARES HONEYWELL INTL
P
2019-10-01
150 SHARES THERMO FISHER SCIENTIFIC
P
2019-10-01
250 SHARES UNITED TECHNOLOGIES
P
2019-10-01
200 SHARES ACCENTURE PLC IRELAND SHS CLASS A
P
2019-10-01
250 SHARES APPLE INC
P
2019-10-01
450 SHARES MICROSOFT CORP
P
2019-10-01
450 SHARES VANGUARD TECHNOLOGY ETF
P
2019-10-01
350 SHARES VISA INC CL A
P
2019-10-01
250 SHARES XILINX
P
2019-10-01
700 SHARES SPDR UTILITIES SECTOR ETF
P
2019-10-01
250 SHARES SPDR MATERIALS SECTOR ETF
P
2019-10-01
3,500 SHARES VANGUARD FINANCIALS ETF
P
2019-10-01
161.26 SHARES COHEN & STEERS REALTY SHARES INST
P
2019-10-23
237.25 SHARES DODGE & COX INTERNATIONAL STOCK
P
2019-10-23
214.34 SHARES VANGUARD INTERNATIONAL GROWTH ADM
P
2019-10-23
201.61 SHARES VANGUARD SMALL CAP INDEX ADMIRAL
P
2019-10-23
6,685.77 SHARES PIMCO TOTAL RETURN FUND-INST
P
2019-10-23
12,581.55 SHARES VANGUARD SHORT TERM INV GRADE ADM
P
2019-10-23
125 SHARES VANGUARD COMMUNICATION SERVICES ETF
P
2019-10-24
35 SHARES NIKE INC CL B
P
2019-10-24
100 SHARES VANGUARD CONSUMER DISCR ETF
P
2019-10-24
50 SHARES MCCORMICK & COMPANY
P
2019-10-24
75 SHARES PEPSICO
P
2019-10-24
75 SHARES CHEVRON CORPORATION
P
2019-10-24
40 SHARES EXXON MOBIL CORP
P
2019-10-24
40 SHARES CHUBB LTD
P
2019-10-24
75 SHARES CITIGROUP INC
P
2019-10-24
580 SHARES VANGUARD FINANCIALS ETF
P
2019-10-24
75 SHARES DANAHER CORP
P
2019-10-24
75 SHARES MEDTRONIC PLC
P
2019-10-24
125 SHARES NOVARTIS AG SPONSORED ADR
P
2019-10-24
25 SHARES THERMO FISHER SCIENTIFIC
P
2019-10-24
75 SHARES HONEYWELL INTL
P
2019-10-24
40 SHARES ACCENTURE PLC IRELAND SHS CLASS A
P
2019-10-24
50 SHARES APPLE INC
P
2019-10-24
75 SHARES MICROSOFT CORP
P
2019-10-24
75 SHARES VANGUARD TECHNOLOGY ETF
P
2019-10-24
50 SHARES VISA INC CL A
P
2019-10-24
50 SHARES XILINX
P
2019-10-24
50 SHARES SPDR MATERIALS SECTOR ETF
P
2019-10-24
100 SHARES SPDR MATERIALS SECTOR ETF
P
2019-10-24
30 SHARES COSTCO WHOLESALE
P
2019-10-24
75 SHARES UNITED TECHNOLOGIES
P
2019-10-24
CAPITAL GAINS DIVIDENDS
P
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
500,000
364,230
135,770
b
500,000
290,905
209,095
c
500,000
163,482
336,518
d
1,000,000
1,096,723
-96,723
e
3,000,000
3,109,040
-109,040
202,374
218,402
-16,028
70,194
55,729
14,465
80,051
12,720
67,331
121,042
51,907
69,135
108,704
52,280
56,424
223,217
135,970
87,247
219,922
375,177
-155,255
131,446
111,080
20,366
105,086
35,228
69,858
85,013
102,577
-17,564
237,094
36,350
200,744
113,814
43,910
69,904
151,022
27,618
123,404
155,368
50,958
104,410
272,214
35,192
237,022
223,049
53,065
169,984
210,636
199,983
10,653
265,628
250,364
15,264
95,791
89,290
6,501
200,000
93,801
106,199
100,000
35,777
64,223
400,000
243,754
156,246
998,134
1,005,608
-7,474
132,578
51,199
81,379
75,340
25,723
49,617
146,063
16,620
129,443
87,010
55,729
31,281
99,805
25,479
74,326
85,569
8,784
76,785
91,162
101,393
-10,231
247,855
36,823
211,032
266,245
184,035
82,210
132,607
52,280
80,327
124,257
67,985
56,272
153,437
138,158
15,279
147,313
111,080
36,233
201,146
160,674
40,472
674,386
389,580
284,806
141,050
35,228
105,822
194,401
147,667
46,734
91,425
90,115
1,310
128,256
43,910
84,346
183,696
27,618
156,078
133,837
58,057
75,780
209,630
75,600
134,030
114,378
25,108
89,270
288,684
245,650
43,034
251,047
211,557
39,490
65,000
39,077
25,923
123,750
59,371
64,379
87,400
27,299
60,101
46,850
41,014
5,836
69,543
75,808
-6,265
18,556
2,321
16,235
125,726
85,883
39,843
43,197
15,360
27,837
39,341
12,861
26,480
61,062
23,526
37,536
53,933
30,593
23,340
14,295
13,816
479
32,064
22,216
9,848
31,487
24,101
7,386
64,371
15,853
48,518
48,410
33,225
15,185
69,666
72,092
-2,426
42,094
27,865
14,229
43,421
4,986
38,435
34,463
10,978
23,485
38,573
5,524
33,049
55,077
12,740
42,337
62,766
26,126
36,640
97,198
34,020
63,178
61,483
6,148
55,335
24,523
6,277
18,246
45,325
35,051
10,274
14,520
12,282
2,238
246,509
114,420
132,089
8,000
6,928
1,072
10,000
5,765
4,235
20,000
9,324
10,676
15,000
11,358
3,642
70,000
72,950
-2,950
135,000
135,252
-252
11,044
11,845
-801
3,363
406
2,957
18,299
12,269
6,030
8,092
2,572
5,520
10,278
3,921
6,357
8,801
5,099
3,702
2,764
2,763
1
5,954
4,443
1,511
5,416
4,017
1,399
41,217
18,166
23,051
10,413
2,642
7,771
8,006
5,538
2,468
10,848
11,264
-416
7,095
831
6,264
12,638
8,359
4,279
7,441
1,105
6,336
12,058
2,548
9,510
10,356
4,354
6,002
16,322
5,670
10,652
8,772
878
7,894
4,788
1,255
3,533
2,860
2,457
403
6,436
5,007
1,429
9,124
3,072
6,052
10,487
3,293
7,194
20,161
20,161
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
135,770
b
209,095
c
336,518
d
-96,723
e
-109,040
-16,028
14,465
67,331
69,135
56,424
87,247
-155,255
20,366
69,858
-17,564
200,744
69,904
123,404
104,410
237,022
169,984
10,653
15,264
6,501
106,199
64,223
156,246
-7,474
81,379
49,617
129,443
31,281
74,326
76,785
-10,231
211,032
82,210
80,327
56,272
15,279
36,233
40,472
284,806
105,822
46,734
1,310
84,346
156,078
75,780
134,030
89,270
43,034
39,490
25,923
64,379
60,101
5,836
-6,265
16,235
39,843
27,837
26,480
37,536
23,340
479
9,848
7,386
48,518
15,185
-2,426
14,229
38,435
23,485
33,049
42,337
36,640
63,178
55,335
18,246
10,274
2,238
132,089
1,072
4,235
10,676
3,642
-2,950
-252
-801
2,957
6,030
5,520
6,357
3,702
1
1,511
1,399
23,051
7,771
2,468
-416
6,264
4,279
6,336
9,510
6,002
10,652
7,894
3,533
403
1,429
6,052
7,194
20,161
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
4,979,256
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
...................
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?
Yes
No
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))
2018
10,062,014
45,429,627
0.221486
2017
4,844,350
49,189,558
0.098483
2016
11,980,078
55,256,838
0.216807
2015
13,823,372
60,985,538
0.226666
2014
4,891,000
69,331,340
0.070545
2
Total
of line 1, column (d)
.....................
2
0.833987
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
0.166797
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
23,016,073
5
Multiply line 4 by line 3
......................
5
3,839,012
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
56,577
7
Add lines 5 and 6
........................
7
3,895,589
8
Enter qualifying distributions from Part XII, line 4
,.............
8
17,312,140
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
56,577
here
and 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
56,577
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
56,577
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
44,004
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
44,004
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
370
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
12,943
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
OK
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
N/A
14
The books are in care of
PRESTON SMITH CPA
Telephone no.
(918) 250-1040
Located at
8118 EAST 63RD ST
TULSA
OK
ZIP+4
74133
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
THE TRUST COMPANY OF OKLAHOMA
TRUSTEE
5.00
114,228
0
0
6120 SOUTH YALE AVE
TULSA
,
OK
74136
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
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
0
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
THE A.R. AND MARYLOUISE TANDY FOUNDATION IS A PRIVATE,NON-OPERATING FOUNDATION. IT ACCOMPLISHES ITS CHARITABLEPURPOSES SOLELY THROUGH A PROGRAM OF MAKING CHARITABLEGIFTS AND GRANTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLEACTIVITIES OR MAKE PROGRAM-RELATED INVESTMENTS. ALLADMINISTRATIVE EXPENSES WERE INCURRED IN THE ADMINISTRATIONOF INVESTMENTS, AND THEREFORE, NO EXPENSES HAVE BEEN ALLOCATED TO GRANT-MAKING ACTIVITIES.
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
19,758,705
b
Average of monthly cash balances
.......................
1b
3,582,129
c
Fair market value of all other assets (see instructions)
................
1c
25,738
d
Total
(add lines 1a, b, and c)
.........................
1d
23,366,572
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
23,366,572
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
350,499
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
23,016,073
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,150,804
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,150,804
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
56,577
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
56,577
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,094,227
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,094,227
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
1,094,227
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
17,312,140
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
17,312,140
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
56,577
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
17,255,563
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,094,227
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
1,503,645
b
From 2015
......
10,877,351
c
From 2016
......
9,352,486
d
From 2017
......
2,418,678
e
From 2018
......
7,870,205
f
Total
of lines 3a through e
........
32,022,365
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
17,312,140
a
Applied to 2018, but not more than line 2a
0
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 2019 distributable amount
.....
1,094,227
e
Remaining amount distributed out of corpus
16,217,913
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
48,240,278
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
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 2014 not
applied on line 5 or line 7 (see instructions)
...
1,503,645
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
46,736,633
10
Analysis of line 9:
a
Excess from 2015
....
10,877,351
b
Excess from 2016
....
9,352,486
c
Excess from 2017
....
2,418,678
d
Excess from 2018
....
7,870,205
e
Excess from 2019
....
16,217,913
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
J MICHAEL BARTEL SENIOR VICE PRESID
6120 SOUTH YALE AVE SUITE 1900
TULSA
,
OK
74136
(918) 744-0553
b
The form in which applications should be submitted and information and materials they should include:
THE A. R. AND MARYLOUISE TANDY FOUNDATION SUPPORTS ARTISTIC, EDUCATIONAL, CHARITABLE, RELIGIOUS AND OTHER NON-PROFIT ENTITIES WHICH ARE NOT PRIVATE FOUNDATIONS. THEFOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. THE FOUNDATION PRIMARILY SUPPORTS ENTITIES IN THE OKLAHOMA AND MAINE AND PRINCIPALLY THOSE ENTITIES IN TULSA, OKLAHOMA AND BOOTHBAY HARBOR, MAINE REGIONS. THE ADVISORY COMMITTEE DETERMINES THE AMOUNT OF DISTRIBUTIONS TO BE MADE BY THE FOUNDATION AND THE ENTITIES WHICH ARE TO RECEIVE DISTRIBUTIONS. MEETINGS OF THE ADVISORY COMMITTEE ARE HELD ON A QUARTERLY BASIS, NORMALLY AROUND THE FIRST WEEKS OF FEBRUARY, MAY, AUGUST AND NOVEMBER. ALL REQUESTS FOR CONTRIBUTIONS SHOULD BE SUBMITTED BY THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER. REQUESTS FOR CONTRIBUTIONS MUST BE IN WRITING. NO PRESCRIBED FORM IS REQUIRED BUT THE INFORMATION SHOULD INCLUDE THE IRS EXEMPTION LETTER OF THE ORGANIZATION AND A DESCRIPTION OF THE PROJECT FOR WHICH THE CONTRIBUTION IS REQUESTED. THE ADVISORY CO
c
Any submission deadlines:
SEE ABOVE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TELEPHONE REQUESTS ARE NOT ACCEPTED.
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ALZHEIMER'S ASSOCIATION
6465 S YALE SUITE 312
TULSA
,
OK
74136
NONE
PUBLIC
ANNUAL FUND
6,600
AMERICAN CANCER SOCIETY
P O BOX 22718
OKLAHOMA CITY
,
OK
73123
NONE
PUBLIC
GENERAL FUND
3,700
AMERICAN RED CROSS
10151 E 11TH STREET
TULSA
,
OK
74128
NONE
PUBLIC
GENERAL FUND
3,700
AMERICAN RED CROSS
16 COMMUNITY WAY
TOPSHAM
,
ME
04086
NONE
PUBLIC
GENERAL FUND
3,700
BOOTHBAY HARBOR CONGREGATIONAL CHUR
125 TOWNSEND AVENUE
BOOTHBAY HARBOR
,
ME
04538
NONE
PUBLIC
GENERAL FUND
1,850
BOOTHBAY REGION AMBULANCE
PO BOX 280
BOOTHBAY
,
ME
04537
NONE
PUBLIC
GENERAL FUND
1,950
BOOTHBAY REGION LAND TRUST
137 TOWNSEND AVE
BOOTHBAY HARBOR
,
ME
04538
NONE
PUBLIC
ENDOWMENT SUPPORT
200,000
BOOTHBAY REGION LAND TRUST
137 TOWNSEND AVENUE
BOOTHBAY HARBOR
,
ME
04538
NONE
PUBLIC
HODGON GROVE/OAK POINT FARM CAMPAIGN
1,300
BOOTHBAY REGION STUDENT AID FUND
P O BOX 293
BOOTHBAY HARBOR
,
ME
04538
NONE
PUBLIC
SCHOLARSHIP
1,300
BOOTHBAY REGIONAL HIGH SCHOOL
236 TOWNSEND AVE
BOOTHBAY HARBOR
,
ME
04538
NONE
PUBLIC
GENERAL FUND
2,950
CENTER FOR MAINE CONTEMPORARY ART
PO BOX 147
ROCKPORT
,
ME
04856
NONE
PUBLIC
ADVANCEMENT OF ART EDUCATION
1,850
CLAREHOUSE INC
7617 S MINGO ROAD
TULSA
,
OK
74133
NONE
PUBLIC
MEMORIAL GARDEN PROJECT
35,000
COASTAL MAINE BOTANICAL GARDEN
P O BOX 234
BOOTHBAY HARBOR
,
ME
04537
NONE
PUBLIC
ANNUAL FUND
3,100
CONNECTICUT COLLEGE FUND
270 MOHEGAN AVENUE
NEW LONDON
,
CT
06320
NONE
PUBLIC
ANNUAL FUND
5,500
DREXEL ACADEMY
1 WEST 36TH STREET N 3
TULSA
,
OK
74106
NONE
PRIVATE
ANNUAL FUND
450,000
EMERGENCY INFANT SERVICES
222 S HOUSTON AVE
TULSA
,
OK
74127
NONE
PUBLIC
GENERAL FUND
1,850
FARNSWORTH MUSEUM OF ART
16 MUSEUM STREET
ROCKLAND
,
ME
04841
NONE
PVT OP
ANNUAL FUND
1,400
FIT FIRST RESPONDERS
8177 S HARVARD AVE 420
TULSA
,
OK
74137
NONE
PUBLIC
GENERAL FUND
1,700
FIVER FOUNDATION
519 8TH AVENUE 24
NEW YORK
,
NY
10018
NONE
PUBLIC
CAMP FOR DISADVANTAGED CHILDREN
750
HOLLAND HALL SCHOOL
5666 EAST 81ST STREET
TULSA
,
OK
74137
NONE
PVT OP
ANNUAL FUND
1,300
HONOR BUNKER INC
6365 E 41ST STREET
TULSA
,
OK
74135
NONE
PUBLIC
GENERAL FUND
1,700
MAINE HISTORICAL SOCIETY
489 CONGRESS STREET
PORTLAND
,
ME
04101
NONE
PUBLIC
ANNUAL FUND
750
MAINE MARITIME MUSEUM
243 WASHINGTON STREET
BATH
,
ME
04530
NONE
PUBLIC
GENERAL FUND
700
MAINE PUBLIC BROADCASTING NETWORK
1450 LISBON STREET
LEWISTON
,
ME
04240
NONE
PUBLIC
PUBLIC TELEVISION, GENERAL FUND
750
MAINE STATE MUSEUM
83 STATE HOUSE STATION
AUGUSTA
,
ME
04333
NONE
PUBLIC
EDUCATION PROJECTS
750
MAINE STATE MUSIC THEATER
22 ELM STREET
BRUNSWICK
,
ME
04011
NONE
PVT OP
CAPITAL CAMPAIGN
750
MEALS ON WHEELS
12620 E 31ST STREET
TULSA
,
OK
74146
NONE
PUBLIC
CONSTRUCTION FUNDS
2,000,000
OKLAHOMA METHODIST MANOR
4134 E 31ST ST
TULSA
,
OK
74135
NONE
PVT OP
CAPITAL CAMPAIGN
5,500
PHILBROOK MUSEUM OF ART
PO BOX 52510
TULSA
,
OK
74152
NONE
PRIVATE
ANNUAL FUND
2,950
PORTLAND MUSEUM OF ART
SEVEN CONGRESS SQUARE
PORTLAND
,
ME
04101
NONE
PVT OP
GENERAL FUND
1,400
SOUTHPORT FIRE DEPARTMENT
P O BOX 149
SOUTHPORT
,
ME
04576
NONE
PUBLIC
EQUIPMENT CARE
1,850
SOUTHPORT HISTORICAL SOCIETY
P O BOX 3
SOUTHPORT
,
ME
04576
NONE
PUBLIC
GENERAL FUND
1,400
SOUTHPORT UNITED METH CHURCH
PO BOX 143
SOUTHPORT
,
ME
04576
NONE
PUBLIC
GENERAL FUND
5,500
SOUTHPORT UNITED METHODIST CHURCH
PO BOX 143
SOUTHPORT
,
ME
04576
NONE
PUBLIC
DECORATIONS FOR CHURCH AND TOWN
12,000
THE UNIVERSITY OF TULSA
800 SOUTH TUCKER DRIVE
TULSA
,
OK
74104
NONE
PUBLIC
ANNUAL FUND
12,650
TULSA AREA UNITED WAY
P O BOX 1859
TULSA
,
OK
74101
NONE
PUBLIC
GENERAL FUND
3,700
TULSA BOTANIC GARDEN
PO BOX 707
TULSA
,
OK
74101
NONE
PUBLIC
FLORAL TERRACES GARDEN
600,000
TULSA BOYS HOME
PO BOX 1101
TULSA
,
OK
74101
NONE
PUBLIC
CAPITAL CAMPAIGN
34,090
TULSA COMMUNITY COLLEGE FOUNDATION
3727 E APACHE ST
TULSA
,
OK
74115
NONE
PUBLIC
GENERAL FUND
1,850,000
TULSA GARDEN CENTER
2435 S PEORIA AVE
TULSA
,
OK
74114
NONE
PUBLIC
GENERAL FUND
30,000
TULSA HISTORICAL SOCIETY
2445 SOUTH PEORIA
TULSA
,
OK
74114
NONE
PUBLIC
BUILDING FUND
1,400
TULSA SYMPHONY ORCHESTRA
111 EAST 1ST STREET
TULSA
,
OK
74103
NONE
PUBLIC
GENERAL FUND
2,400
UNIVERSITY OF MAINE
40 HARLOW STREET
BANGOR
,
ME
04401
NONE
PUBLIC
MUSEUM OF ART
11,000
A NEW LEAF
2306 SOUTH 1ST PLACE
BROKEN ARROW
,
OK
74102
NONE
PUBLIC
GENERAL FUND
500,000
GILCREASE MUSEUM
1400 N GILCREASE MUSEUM ROAD
TULSA
,
OK
74127
NONE
PUBLIC
CAMPAIGN FOR GILCREASE
10,000,000
COMMUNITY FOOD BANK OF EASTERN OK
1304 N KENOSHA AVE
TULSA
,
OK
74106
NONE
PUBLIC
BUILD HOPE CAPITAL CAMPAIGN
1,500,000
OPERA HOUSE AT BOOTHBAY HARBOR
PO BOX 800
BOOTHBAY HARBOR
,
ME
04538
NONE
PUBLIC
GENERAL FUND
1,400
Total
.................................
3a
17,312,140
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
795,727
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
15
8,226
8
Gain or (loss) from sales of assets other than
inventory
............
18
4,979,256
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
5,783,209
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
5,783,209
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description