-
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
LOVE MEYER FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 24540
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY
,
OK
73124
A Employer identification number
47-2760549
B
Telephone number (see instructions)
(405) 463-8030
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)
$
11,999,290
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)
516,756
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
197,378
197,378
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
182,542
b
Gross sales price for all assets on line 6a
1,066,554
7
Capital gain net income (from Part IV, line 2)
...
182,542
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
896,676
379,920
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
118
0
0
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
41,443
41,443
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
16,803
4,303
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
1,112
902
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
59,476
46,648
0
25
Contributions, gifts, grants paid
.......
1,120,965
1,120,965
26
Total expenses and disbursements.
Add lines 24 and 25
1,180,441
46,648
1,120,965
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-283,765
b
Net investment income
(if negative, enter -0-)
333,272
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
.........
143,078
118,240
118,240
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)
b
Investments—corporate stock (attach schedule)
.......
10,285,540
10,025,569
11,881,050
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
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)
10,428,618
10,143,809
11,999,290
17
Accounts payable and accrued expenses
..........
1,044
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)
.........
1,044
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
........
0
0
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
10,427,574
10,143,809
29
Total net assets or fund balances
(see instructions)
.....
10,427,574
10,143,809
30
Total liabilities and net assets/fund balances
(see instructions)
.
10,428,618
10,143,809
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
10,427,574
2
Enter amount from Part I, line 27a
.....................
2
-283,765
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
10,143,809
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
10,143,809
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
75 SHS/UNITS KROGER CO COM STK
2018-03-14
2019-01-04
b
200 SHS/UNITS KROGER CO COM STK
2018-03-23
2019-01-04
c
25 SHS/UNITS KROGER CO COM STK
2018-03-23
2019-01-10
d
525 SHS/UNITS KROGER CO COM STK
2018-03-23
2019-02-14
e
9 SHS/UNITS COPART INC COM STK
2019-02-20
2019-12-04
72 SHS/UNITS COPART INC COM STK
2019-03-08
2019-12-04
203 SHS/UNITS COPART INC COM STK
2019-03-07
2019-12-04
26 SHS/UNITS ALLEGION PLC- COM STK
2019-04-05
2019-12-10
40 SHS/UNITS ALLEGION PLC- COM STK
2019-04-23
2019-12-10
75 SHS/UNITS ALLEGION PLC- COM STK
2019-05-13
2019-12-10
3 SHS/UNITS CELANESE CORP COM STK
2019-04-04
2019-12-18
45 SHS/UNITS CELANESE CORP COM STK
2019-07-31
2019-12-18
200 SHS/UNITS QUALCOMM INC
2015-07-13
2019-01-29
200 SHS/UNITS QUALCOMM INC
2015-07-13
2019-01-29
245 SHS/UNITS QUALCOMM INC
2015-07-13
2019-01-29
375 SHS/UNITS QUALCOMM INC
2017-03-02
2019-01-29
500 SHS/UNITS QUALCOMM INC
2015-07-13
2019-01-29
85 SHS/UNITS COVETRUS INC COM STK
2017-02-07
2019-02-11
20 SHS/UNITS COVETRUS INC COM STK
2016-11-28
2019-02-12
107 SHS/UNITS COVETRUS INC COM STK
2016-10-31
2019-02-12
387 SHS/UNITS COVETRUS INC COM STK
2017-02-07
2019-02-12
13 SHS/UNITS COVETRUS INC COM STK
2016-10-31
2019-02-13
20 SHS/UNITS COVETRUS INC COM STK
2015-07-13
2019-02-13
25 SHS/UNITS KROGER CO COM STK
2017-09-19
2019-02-14
75 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2015-07-13
2019-03-08
636 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2015-07-13
2019-03-08
406 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2015-07-13
2019-03-11
58 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2015-07-13
2019-03-12
375 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2015-12-10
2019-03-12
25 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2016-11-28
2019-03-13
200 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2015-12-10
2019-03-13
150 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C
2016-11-02
2019-03-15
350 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C
2016-11-22
2019-03-15
400 SHS/UNITS DISCOVERY INC -C
2015-08-12
2019-03-15
625 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C
2017-03-02
2019-03-15
174 SHS/UNITS DISCOVERY INC -C
2015-08-12
2019-03-18
101 SHS/UNITS DISCOVERY INC -C
2015-08-12
2019-03-19
150 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2016-11-28
2019-03-19
137 SHS/UNITS DISCOVERY INC -C
2015-08-12
2019-03-26
187 SHS/UNITS DISCOVERY INC -C
2015-08-12
2019-03-27
200 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C
2016-11-02
2019-03-27
425 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C
2016-10-13
2019-03-27
21 SHS/UNITS DISCOVERY INC -C
2015-08-12
2019-03-28
129 SHS/UNITS DISCOVERY INC -C
2016-11-30
2019-03-28
50 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2016-11-28
2019-03-29
151 SHS/UNITS DISCOVERY INC -C
2016-11-30
2019-03-29
225 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2017-02-07
2019-03-29
250 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2016-09-09
2019-03-29
275 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C
2016-10-13
2019-04-01
1000 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2017-02-07
2019-04-01
70 SHS/UNITS DISCOVERY INC -C
2016-11-30
2019-04-02
100 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C
2017-06-15
2019-04-02
275 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C
2016-11-11
2019-04-02
434 SHS/UNITS DISCOVERY INC -C
2015-08-20
2019-04-02
30 SHS/UNITS DISCOVERY INC -C
2015-09-02
2019-04-03
91 SHS/UNITS DISCOVERY INC -C
2015-08-20
2019-04-03
165 SHS/UNITS DISCOVERY INC -C
2015-09-02
2019-04-05
50 SHS/UNITS DISCOVERY INC -C
2015-09-02
2019-04-08
139 SHS/UNITS DISCOVERY INC -C
2015-08-25
2019-04-08
525 SHS/UNITS LIBERTY GLOBAL PLC-SERIES C
2017-06-15
2019-04-08
143 SHS/UNITS DISCOVERY INC -C
2015-08-25
2019-04-09
43 SHS/UNITS DISCOVERY INC -C
2015-08-25
2019-04-10
85 SHS/UNITS DISCOVERY INC -C
2015-08-24
2019-04-10
91 SHS/UNITS DISCOVERY INC -C
2017-08-01
2019-04-10
190 SHS/UNITS DISCOVERY INC -C
2015-08-24
2019-04-10
309 SHS/UNITS DISCOVERY INC -C
2017-08-01
2019-04-11
50 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2017-02-07
2019-04-12
375 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2017-02-07
2019-04-12
400 SHS/UNITS QURATE RETAIL INC. SERIES A COM
2017-02-07
2019-04-12
125 SHS/UNITS PAYPAL HOLDINGS INC- COM STK
2016-01-13
2019-04-23
200 SHS/UNITS WELLS FARGO & CO
2015-07-13
2019-07-11
260 SHS/UNITS WELLS FARGO & CO
2015-07-13
2019-07-11
600 SHS/UNITS WELLS FARGO & CO
2015-07-13
2019-07-11
600 SHS/UNITS WELLS FARGO & CO
2015-07-13
2019-07-11
65 SHS/UNITS KROGER CO COM STK
2017-09-08
2019-07-24
275 SHS/UNITS KROGER CO COM STK
2017-10-12
2019-07-24
800 SHS/UNITS KROGER CO COM STK
2017-09-19
2019-07-24
113 SHS/UNITS KROGER CO COM STK
2017-09-08
2019-07-25
209 SHS/UNITS KROGER CO COM STK
2017-09-08
2019-07-26
637 SHS/UNITS KROGER CO COM STK
2017-09-08
2019-07-26
383 SHS/UNITS WELLS FARGO & CO
2015-07-13
2019-07-29
40 SHS/UNITS WELLS FARGO & CO
2015-07-13
2019-07-30
257 SHS/UNITS WELLS FARGO & CO
2015-07-13
2019-07-30
576 SHS/UNITS KROGER CO COM STK
2017-09-08
2019-07-30
87 SHS/UNITS PAYPAL HOLDINGS INC- COM STK
2016-01-13
2019-08-08
69 SHS/UNITS PAYPAL HOLDINGS INC- COM STK
2016-01-13
2019-08-13
164 SHS/UNITS PAYPAL HOLDINGS INC- COM STK
2016-01-19
2019-08-13
6 SHS/UNITS PAYPAL HOLDINGS INC- COM STK
2016-01-19
2019-08-14
290 SHS/UNITS PAYPAL HOLDINGS INC- COM STK
2016-02-09
2019-08-14
183 SHS/UNITS SABRE CORP COM STK
2017-06-22
2019-09-04
250 SHS/UNITS SABRE CORP COM STK
2017-05-04
2019-09-04
692 SHS/UNITS SABRE CORP COM STK
2017-06-22
2019-09-05
104 SHS/UNITS SABRE CORP COM STK
2017-06-22
2019-09-06
44 SHS/UNITS SABRE CORP COM STK
2017-06-27
2019-09-09
246 SHS/UNITS SABRE CORP COM STK
2017-06-22
2019-09-09
138 SHS/UNITS SABRE CORP COM STK
2017-06-27
2019-09-10
153 SHS/UNITS SABRE CORP COM STK
2017-06-27
2019-09-11
101 SHS/UNITS NOVARTIS AG - ADR
2015-07-13
2019-09-16
544 SHS/UNITS NOVARTIS AG - ADR
2015-07-13
2019-09-17
230 SHS/UNITS SABRE CORP COM STK
2017-06-27
2019-09-23
14 SHS/UNITS SABRE CORP COM STK
2018-02-01
2019-09-24
185 SHS/UNITS SABRE CORP COM STK
2017-06-27
2019-09-24
20 SHS/UNITS SABRE CORP COM STK
2017-08-02
2019-09-25
236 SHS/UNITS SABRE CORP COM STK
2018-02-01
2019-09-25
380 SHS/UNITS SABRE CORP COM STK
2017-08-02
2019-09-26
425 SHS/UNITS SABRE CORP COM STK
2017-11-01
2019-09-26
152 SHS/UNITS KLA CORPORATION
2018-10-05
2019-11-05
62 SHS/UNITS NOVARTIS AG - ADR
2015-07-13
2019-12-04
199 SHS/UNITS ZOETIS INC COM STK
2015-07-13
2019-12-04
650 SHS/UNITS ZOETIS INC COM STK
2015-07-13
2019-12-04
680 SHS/UNITS U S BANCORP
2017-02-07
2019-12-04
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
2,073
1,773
300
b
5,528
4,721
807
c
703
590
113
d
15,284
12,393
2,891
e
786
477
309
6,291
4,177
2,114
17,737
11,787
5,950
3,222
2,465
757
4,957
3,835
1,122
9,295
7,425
1,870
364
314
50
5,459
5,066
393
9,927
12,194
-2,267
9,927
12,194
-2,267
12,160
14,937
-2,777
18,613
20,781
-2,168
24,817
30,484
-5,667
3,178
3,813
-635
745
836
-91
3,987
4,421
-434
14,420
17,362
-2,942
486
537
-51
748
804
-56
728
534
194
1,311
2,131
-820
11,120
18,072
-6,952
7,132
11,536
-4,404
1,021
1,648
-627
6,603
10,258
-3,655
441
546
-105
3,527
5,471
-1,944
3,807
4,712
-905
8,882
11,231
-2,349
10,413
10,903
-490
15,861
21,285
-5,424
4,499
4,743
-244
2,623
2,753
-130
2,589
3,275
-686
3,584
3,734
-150
4,859
5,097
-238
4,956
6,282
-1,326
10,531
13,254
-2,723
535
572
-37
3,285
3,438
-153
795
1,092
-297
3,833
4,025
-192
3,578
4,214
-636
3,975
4,870
-895
6,659
8,576
-1,917
16,137
18,730
-2,593
1,822
1,866
-44
2,442
2,819
-377
6,716
8,155
-1,439
11,296
11,401
-105
786
760
26
2,384
2,391
-7
4,557
4,177
380
1,369
1,266
103
3,806
3,449
357
14,112
14,799
-687
3,858
3,548
310
1,176
1,067
109
2,324
2,081
243
2,576
2,099
477
5,379
4,651
728
8,752
7,127
1,625
854
937
-83
6,405
7,024
-619
6,832
7,492
-660
13,359
4,163
9,196
9,438
11,318
-1,880
12,269
14,713
-2,444
28,313
33,954
-5,641
28,313
33,954
-5,641
1,374
1,328
46
5,814
5,766
48
16,913
17,084
-171
2,402
2,308
94
4,496
4,269
227
13,582
13,012
570
18,506
21,674
-3,168
1,920
2,264
-344
12,339
14,544
-2,205
12,297
11,766
531
9,335
2,898
6,437
7,316
2,298
5,018
17,389
5,351
12,038
620
196
424
29,945
9,437
20,508
4,279
4,133
146
5,845
6,181
-336
16,282
15,629
653
2,449
2,349
100
1,037
976
61
5,796
5,556
240
3,254
3,061
193
3,583
3,394
189
8,704
9,246
-542
47,029
49,798
-2,769
5,286
5,102
184
321
290
31
4,238
4,104
134
457
404
53
5,394
4,891
503
8,637
7,683
954
9,660
8,319
1,341
26,209
15,135
11,074
5,651
5,675
-24
23,865
9,380
14,485
77,950
30,640
47,310
40,376
36,292
4,084
112,875
112,875
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
300
b
807
c
113
d
2,891
e
309
2,114
5,950
757
1,122
1,870
50
393
-2,267
-2,267
-2,777
-2,168
-5,667
-635
-91
-434
-2,942
-51
-56
194
-820
-6,952
-4,404
-627
-3,655
-105
-1,944
-905
-2,349
-490
-5,424
-244
-130
-686
-150
-238
-1,326
-2,723
-37
-153
-297
-192
-636
-895
-1,917
-2,593
-44
-377
-1,439
-105
26
-7
380
103
357
-687
310
109
243
477
728
1,625
-83
-619
-660
9,196
-1,880
-2,444
-5,641
-5,641
46
48
-171
94
227
570
-3,168
-344
-2,205
531
6,437
5,018
12,038
424
20,508
146
-336
653
100
61
240
193
189
-542
-2,769
184
31
134
53
503
954
1,341
11,074
-24
14,485
47,310
4,084
112,875
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
182,542
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
801,912
10,134,909
0.079124
2017
677,886
9,819,302
0.069036
2016
487,525
6,976,975
0.069876
2015
214,464
3,126,904
0.068587
2014
0
0
0.000000
2
Total
of line 1, column (d)
.....................
2
0.286623
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
0.057325
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
9,730,853
5
Multiply line 4 by line 3
......................
5
557,821
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
3,333
7
Add lines 5 and 6
........................
7
561,154
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,120,965
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
3,333
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
3,333
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
3,333
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
9,386
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
9,386
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
6,053
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
6,053
Refunded
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.
$
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
THE FOUNDATION
Telephone no.
(405) 463-8030
Located at
10601 N PENNSYLVANIA AVENUE
OKLAHOMA CITY
OK
ZIP+4
73120
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
JOHN M MEYER
PRESIDENT / DIRECTOR
1.00
0
0
0
PO BOX 24540
OKLAHOMA CITY
,
OK
73124
JENNIFER LOVE MEYER
VICE-PRESIDENT / DIRECTOR
0.00
0
0
0
PO BOX 24540
OKLAHOMA CITY
,
OK
73124
SPENCER W HAINES
TREASURER
0.00
0
0
0
PO BOX 24540
OKLAHOMA CITY
,
OK
73124
DOUGLAS J STUSSI
SECRETARY
0.00
0
0
0
PO BOX 24540
OKLAHOMA CITY
,
OK
73124
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
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
9,746,864
b
Average of monthly cash balances
.......................
1b
132,175
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
9,879,039
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
9,879,039
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
148,186
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
9,730,853
6
Minimum investment return.
Enter 5% of line 5
..................
6
486,543
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
486,543
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
3,333
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
3,333
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
483,210
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
483,210
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
483,210
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
1,120,965
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
1,120,965
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
3,333
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,117,632
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
483,210
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
......
b
From 2015
......
59,741
c
From 2016
......
140,426
d
From 2017
......
194,011
e
From 2018
......
310,305
f
Total
of lines 3a through e
........
704,483
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,120,965
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
.....
483,210
e
Remaining amount distributed out of corpus
637,755
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
1,342,238
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)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
1,342,238
10
Analysis of line 9:
a
Excess from 2015
....
59,741
b
Excess from 2016
....
140,426
c
Excess from 2017
....
194,011
d
Excess from 2018
....
310,305
e
Excess from 2019
....
637,755
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).)
JOHN M MEYER
JENNIFER LOVE MEYER
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 email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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
AGAINST MALARIA FOUNDATION
310 W 20TH ST SUITE 300
KANSAS CITY
,
MO
64108
N/A
PC
GENERAL SUPPORT
10,000
AID TO THE CHURCH IN NEED
725 LEONARD STREET PO BOX 220384
BROOKLYN
,
NY
112220384
N/A
PC
GENERAL SUPPORT
1,000
ALLY'S HOUSE
PO BOX 722767
NORMAN
,
OK
73070
N/A
PC
GENERAL SUPPORT
2,500
ANGELS FOSTER FAMILY NETWORK OKC
PO BOX 31746
EDMOND
,
OK
73003
N/A
PC
GENERAL SUPPORT
25,750
ANNUAL CATHOLIC APPEAL
PO BOX 32180
OKLAHOMA CITY
,
OK
73123
N/A
PC
GENERAL SUPPORT
25,000
BISHOP KELLEY HIGH SCHOOL
3905 SOUTH HUDSON AVENUE
TULSA
,
OK
741355699
N/A
PC
GENERAL SUPPORT
5,000
CALM WATERS
4334 NW EXPRESSWAY STE 101
OKLAHOMA CITY
,
OK
73116
N/A
PC
GENERAL SUPPORT
5,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC
1232 N CLASSEN BOULEVARD
OKLAHOMA CITY
,
OK
73106
N/A
PC
GENERAL SUPPORT
30,000
CATHOLIC CHESS PROJECT
PO BOX 4167
CITRUS HEIGHTS
,
CA
956114167
N/A
PC
GENERAL SUPPORT
5,000
CATHOLIC MEDICAL MISSION BOARD
100 WALL STREET FLOOR 9
NEW YORK
,
NY
10005
N/A
PC
GENERAL SUPPORT
25,000
CATHOLIC RELIEF SERVICES
228 WEST LEXINGTON STREET
BALTIMORE
,
MD
212013443
N/A
PC
GENERAL SUPPORT
10,000
CENTER OF FAMILY LOVE
PO BOX 245
OKARCHE
,
OK
73762
N/A
PC
GENERAL SUPPORT
10,000
CHARITY WATER
40 WORTH STREET SUITE 300
NEW YORK
,
NY
10013
N/A
PC
GENERAL SUPPORT
12,000
CITY CARE INC
2400 GENERAL PERSHING BLVD
OKLAHOMA CITY
,
OK
73107
N/A
PC
GENERAL SUPPORT
10,000
CITY RESCUE MISSION
800 W CALIFORNIA
OKLAHOMA CITY
,
OK
73106
N/A
PC
GENERAL SUPPORT
25,000
COLORADO COLLEGE
14 E CACHE LA POUDRE ST
COLORADO SPRINGS
,
CO
80903
N/A
PC
GENERAL SUPPORT
10,000
CROSS CATHOLIC OUTREACH
2700 N MILITARY TRAIL SUITE 240 PO
BOX 273908
BOCA RATON
,
FL
334273908
N/A
PC
GENERAL SUPPORT
33,000
DEACONESS PREGNANCY AND ADOPTION
7101 NW EXPRESSWAY SUITE 325
OKLAHOMA CITY
,
OK
73132
N/A
PC
GENERAL SUPPORT
10,000
DONORSCHOOSEORG
134 W 37TH ST 11 FL
NEW YORK
,
NY
10018
N/A
PC
GENERAL SUPPORT
20,965
DRESS FOR SUCCESS OKC
133 W MAIN ST STE 102
OKLAHOMA CITY
,
OK
73102
N/A
PC
GENERAL SUPPORT
5,000
FAMILY BUILDERS
2401 NW 23RD ST STUITE 5
OKLAHOMA CITY
,
OK
73107
N/A
PC
GENERAL SUPPORT
10,000
FIELDS & FUTURES FOUNDATION
7001 NW 164TH
EDMOND
,
OK
73013
N/A
PC
GENERAL SUPPORT
20,000
FIRST SERVE OKC FOUNDATION
7301 N BROADWAY EXT SUITE 225
OKLAHOMA CITY
,
OK
73116
N/A
PC
GENERAL SUPPORT
5,000
FONKOZE USA
1718 CONNECTICUT AVENUE NW STE 201
WASHINGTON
,
DC
20009
N/A
PC
GENERAL SUPPORT
10,000
FOSTERING SWEET DREAMS FOUNDATION
529 W EDMOND RD
EDMOND
,
OK
73003
N/A
PC
GENERAL SUPPORT
10,000
FRIENDS OF CATHOLIC EDUCATION IN IRELAND
221 ATEN ROAD
MUNSONVILLE
,
NH
03457
N/A
PC
GENERAL SUPPORT
12,500
GIRL SCOUTS OF WESTERN OK
6100 NORTH ROBINSON AVENUE
OKLAHOMA CITY
,
OK
73118
N/A
PC
GENERAL SUPPORT
20,000
GIVE WELL
182 HOWARD STRET 208
SAN FRANCISCO
,
CA
94105
N/A
PC
GENERAL SUPPORT
25,000
HALO PROJECT
401 E MEMORIAL RD
OKLAHOMA CITY
,
OK
73114
N/A
PC
GENERAL SUPPORT
10,000
HEARTS FOR HEARING
11500 N PORTLAND AVE
OKLAHOMA CITY
,
OK
73120
N/A
PC
GENERAL SUPPORT
10,000
HOPE CHEST MINISTRIES INC
PO BOX 850322
YUKON
,
OK
73085
N/A
PC
GENERAL SUPPORT
20,000
HOPE FOR HAITI
1021 5TH AVENUE NORTH
NAPLES
,
FL
34102
N/A
PC
GENERAL SUPPORT
10,000
HOUSE OF HEALING INC
PO BOX 852092
YUKON
,
OK
73085
N/A
PC
GENERAL SUPPORT
5,000
INFANT CRISIS SERVICES INC
4224 N LINCOLN BLVD
OKLAHOMA CITY
,
OK
73105
N/A
PC
GENERAL SUPPORT
10,000
JESUS HOUSE
PO BOX 60369 1335 W SHERIDAN
OKLAHOMA CITY
,
OK
73146
N/A
PC
GENERAL SUPPORT
10,000
KIPP OKC
PO BOX 776
OKLAHOMA CITY
,
OK
73101
N/A
PC
GENERAL SUPPORT
50,000
LEGACY PARENTING CENTER
126 S CENTER PO BOX 3574
SHAWNEE
,
OK
74802
N/A
PC
GENERAL SUPPORT - NORTH HIGHLAND ELEMENTARY SCHOOL OUTDOOR CLASSROOM
5,000
LIFE CHANGE ACADEMY
4509 TAMARISK DRIVE
OKLAHOMA CITY
,
OK
73142
N/A
PC
GENERAL SUPPORT
5,000
MISSION OKC
PO BOX 14511
OKLAHOMA CITY
,
OK
73113
N/A
PC
GENERAL SUPPORT
2,500
MOUNT ST MARY CATHOLIC HIGH SCHOOL
2801 SOUTH SHARTEL AVENUE
OKLAHOMA CITY
,
OK
73109
N/A
PC
GENERAL SUPPORT
35,000
MY HEART'S APPEAL
5909 NORTHWEST EXPY SUITE 224
OKLAHOMA CITY
,
OK
73132
N/A
PC
GENERAL SUPPORT
3,000
NEIGHBORHOOD SERVICES ORGANIZATION
431 SW 11TH ST
OKLAHOMA CITY
,
OK
73109
N/A
PC
GENERAL SUPPORT
10,000
NEWVIEW OKLAHOMA INC
501 NORTH DOUGLAS AVENUE
OKLAHOMA CITY
,
OK
73106
N/A
PC
GENERAL SUPPORT
5,000
OK MESSAGES PROJECT
PO BOX 8073
EDMOND
,
OK
73083
N/A
PC
GENERAL SUPPORT
17,000
OKC BALLET
6800 N CLASSEN BLVD
OKLAHOMA CITY
,
OK
73116
N/A
PC
GENERAL SUPPORT
10,000
OKC BEAUTIFUL
3535 NORTH CLASSEN BOULEVARD
OKLAHOMA CITY
,
OK
73118
N/A
PC
GENERAL SUPPORT
500
OKC COMMUNITY COLLEGE FOUNDATION
7777 SOUTH MAY AVENUE
OKLAHOMA CITY
,
OK
73159
N/A
PC
GENERAL SUPPORT
10,000
OK INSTITUTE FOR CHILD ADVOCACY
2915 N CLASSEN STE 320
OKLAHOMA CITY
,
OK
73106
N/A
PC
GENERAL SUPPORT
5,000
OKC POLICE ATHLETIC LEAGUE
3816 S ROBINSON
OKLAHOMA CITY
,
OK
73109
N/A
PC
GENERAL SUPPORT
10,000
OKLAHOMA CASA ASSOCIATION
PO BOX 54946
OKLAHOMA CITY
,
OK
73154
N/A
PC
GENERAL SUPPORT
10,000
PARENT PROMISE
4323 NW 63RD SUITE 200
OKLAHOMA CITY
,
OK
73116
N/A
PC
GENERAL SUPPORT
10,000
PARTNERS IN HEALTH
800 BOYLSTON STREET SUITE 1400
BOSTON
,
MA
021998190
N/A
PC
GENERAL SUPPORT
15,000
PEPPERS RANCH
PO BOX 3814
EDMOND
,
OK
73083
N/A
PC
GENERAL SUPPORT
25,000
PIVOT INC
201 NE 50TH STREET
OKLAHOMA CITY
,
OK
73105
N/A
PC
GENERAL SUPPORT
10,000
PUTNAM CITY SCHOOLS FOUNDATION
5401 NW 40TH ST
OKLAHOMA CITY
,
OK
73122
N/A
PC
GENERAL SUPPORT
5,000
REACH OUT AND READ
89 SOUTH STREET SUITE 201
BOSTON
,
MA
02111
N/A
PC
GENERAL SUPPORT
10,000
REMERGE OF OKLAHOMA COUNTY INC
PO BOX 2845
OKLAHOMA CITY
,
OK
73101
N/A
PC
GENERAL SUPPORT
25,500
SALAVATION ARMY BOYS & GIRLS CLUB
1001 N PENNSYLVANIA AVE
OKLAHOMA CITY
,
OK
73107
N/A
PC
GENERAL SUPPORT
4,250
SANTA FE FAMILY LIFE CENTER
6300 N SANTA FE AVENUE
OKLAHOMA CITY
,
OK
73118
N/A
PC
GENERAL SUPPORT
15,000
SEMINARIAN EDUCATION FUND
PO BOX 32180
OKLAHOMA CITY
,
OK
73123
N/A
PC
GENERAL SUPPORT
3,000
SKYLINE URBAN MINISTRY
500 SE 15TH STREET
OKLAHOMA CITY
,
OK
73129
N/A
PC
GENERAL SUPPORT
5,000
SMART START CENTRAL OKLAHOMA
12201 N PORTLAND AVE
OKLAHOMA CITY
,
OK
73120
N/A
PC
GENERAL SUPPORT
5,000
ST JOHN VIANNEY FUND
PO BOX 32180
OKLAHOMA CITY
,
OK
73123
N/A
PC
GENERAL SUPPORT
5,000
STEPHENSON CANCER CENTER
100 TIMBERDELL ROAD
NORMAN
,
OK
730190685
N/A
PC
GENERAL SUPPORT
5,000
SUNBEAM FAMILY SERVICES INC
1100 NW 14TH ST
OKLAHOMA CITY
,
OK
73106
N/A
PC
GENERAL SUPPORT
50,000
TEACH FOR AMERICA - OKC
309 NW 13TH STREET
OKLAHOMA CITY
,
OK
73103
N/A
PC
GENERAL SUPPORT
10,000
TEEM
1501 N CLASSEN BLVD
OKLAHOMA CITY
,
OK
73106
N/A
PC
GENERAL SUPPORT
5,000
TEEN RECOVERY SOLUTIONS
720 W WILSHIRE BLVD STE 101-A
OKLAHOMA CITY
,
OK
73116
N/A
PC
GENERAL SUPPORT
5,000
THE ANNA'S HOUSE FOUNDATION
3001 EAST MEMORIAL ROAD SUITE 200
EDMOND
,
OK
73013
N/A
PC
GENERAL SUPPORT
35,000
THE CART HOUSE
318 N CHOCTAW
EL RENO
,
OK
73078
N/A
PC
GENERAL SUPPORT
1,500
THE CARE CENTER
1403 ASHTON PLACE
OKLAHOMA CITY
,
OK
73117
N/A
PC
GENERAL SUPPORT
15,000
THE END FUND
2 PARK AVENUE 18TH FLOOR
NEW YORK
,
NY
10016
N/A
PC
GENERAL SUPPORT
10,000
THE FOUNDATION FOR OKC PUBLIC SCHOOLS
431 WEST MAIN STREET STE E
OKLAHOMA CITY
,
OK
73102
N/A
PC
GENERAL SUPPORT
50,000
THE HOMELESS ALLIANCE
1724 NW 4TH
OKLAHOMA CITY
,
OK
73106
N/A
PC
GENERAL SUPPORT
5,000
THE REGIONAL FOOD BANK OF OKLAHOMA
3355 S PURDUE PO BOX 270968
OKLAHOMA CITY
,
OK
731370968
N/A
PC
GENERAL SUPPORT
35,000
TO BY FOR KIDS FOUNDATION
720 W WILSHIRE BLVD SUITE 120
OKLAHOMA CITY
,
OK
73116
N/A
PC
GENERAL SUPPORT
3,000
UPWARD TRANSITIONS
1134 W MAIN STREET
OKLAHOMA CITY
,
OK
73106
N/A
PC
GENERAL SUPPORT
10,000
VARIETY CARE FOUNDATION INC
3000 N GRAND BOULEVARD
OKLAHOMA CITY
,
OK
73107
N/A
PC
GENERAL SUPPORT
15,000
WATER 4 INC
2405 NW 10TH STREET
OKLAHOMA CITY
,
OK
73107
N/A
PC
GENERAL SUPPORT
50,000
WHAT IF FOUNDATION
1569 SOLANO AVENUE 192
BERKELEY
,
CA
94707
N/A
PC
GENERAL SUPPORT
10,000
WORLD BOOK BANK INC
5915 NW 23RD STREET
OKLAHOMA CITY
,
OK
73127
N/A
PC
GENERAL SUPPORT
3,000
YOUTH & FAMILY SERVICES INC
PO BOX 1207
EL RENO
,
OK
730361207
N/A
PC
GENERAL SUPPORT
20,000
Total
.................................
3a
1,120,965
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
197,378
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
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
182,542
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
379,920
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
379,920
(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
TOM AND JUDY LOVE FOUNDATION
501(C)(3)
COMMON DIRECTORS
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