-
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
KIRKPATRICK FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
1001 WEST WILSHIRE BLVD 4TH FLOOR
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY
,
OK
73116
A Employer identification number
73-0701736
B
Telephone number (see instructions)
(405) 608-0934
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)
$
76,406,725
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
...
1,633,729
1,633,729
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
991,975
b
Gross sales price for all assets on line 6a
10,636,511
7
Capital gain net income (from Part IV, line 2)
...
991,975
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)
.......
293,645
293,645
0
12
Total.
Add lines 1 through 11
........
2,919,349
2,919,349
0
13
Compensation of officers, directors, trustees, etc.
213,341
32,001
0
181,340
14
Other employee salaries and wages
......
218,270
14,832
0
203,438
15
Pension plans, employee benefits
.......
78,444
11,767
0
66,677
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
53,449
26,724
0
26,724
c
Other professional fees (attach schedule)
....
176,876
174,213
0
2,663
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
240,798
63,853
0
118,945
19
Depreciation (attach schedule) and depletion
...
10,971
10,971
0
20
Occupancy
..............
6,825
3,413
0
3,413
21
Travel, conferences, and meetings
.......
3,476
1,738
0
1,738
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
679,026
28,297
0
650,729
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
1,681,476
367,809
0
1,255,667
25
Contributions, gifts, grants paid
.......
2,024,860
2,024,860
26
Total expenses and disbursements.
Add lines 24 and 25
3,706,336
367,809
0
3,280,527
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-786,987
b
Net investment income
(if negative, enter -0-)
2,551,540
c
Adjusted net income
(if negative, enter -0-)
...
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
.............
72,207
287,748
287,748
2
Savings and temporary cash investments
.........
9,090,767
12,266,032
12,266,032
3
Accounts receivable
174,614
Less: allowance for doubtful accounts
183,018
174,614
174,614
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)
4,453,500
3,006,970
3,006,970
b
Investments—corporate stock (attach schedule)
.......
44,475,744
55,046,886
55,046,886
c
Investments—corporate bonds (attach schedule)
.......
5,635,290
4,596,633
4,596,633
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
123,083
Less: accumulated depreciation (attach schedule)
122,917
11,137
166
166
15
Other assets (describe
)
54,281
67,353
1,027,676
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
63,975,944
75,446,402
76,406,725
17
Accounts payable and accrued expenses
..........
81,343
118,502
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)
.........
81,343
118,502
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
63,894,601
75,327,900
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
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
63,894,601
75,327,900
30
Total liabilities and net assets/fund balances
(see instructions)
.
63,975,944
75,446,402
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
63,894,601
2
Enter amount from Part I, line 27a
.....................
2
-786,987
3
Other increases not included in line 2 (itemize)
3
12,220,286
4
Add lines 1, 2, and 3
..........................
4
75,327,900
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
75,327,900
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
PUBLICLY TRADED SECURITIES
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
10,636,511
9,644,536
991,975
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
991,975
b
c
d
e
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
991,975
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
991,975
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
3,315,118
68,930,404
0.048094
2017
3,265,353
66,038,309
0.049446
2016
3,035,393
61,161,653
0.049629
2015
3,106,322
64,581,620
0.048099
2014
2,730,585
64,165,577
0.042555
2
Total
of line 1, column (d)
.....................
2
0.237823
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
0.047565
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
70,160,017
5
Multiply line 4 by line 3
......................
5
3,337,161
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
25,515
7
Add lines 5 and 6
........................
7
3,362,676
8
Enter qualifying distributions from Part XII, line 4
,.............
8
3,280,527
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
51,031
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
51,031
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
51,031
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
55,313
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
55,313
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
221
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
4,061
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
4,061
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
WWW.KIRKPATRICKFOUNDATION.COM
14
The books are in care of
THE FOUNDATION
Telephone no.
(405) 608-0934
Located at
1001 WEST WSILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
OK
ZIP+4
73116
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
CHRISTIAN K KEESEE
CHAIRMAN
1.00
0
0
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
ROBERT CLEMENTS
TRUSTEE
1.00
0
0
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
REBECCA LOVE MCCUBBIN
PRESIDENT
1.00
0
0
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
LOUISA MCCUNE
EXECUTIVE DIRECTOR
40.00
186,310
27,031
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
MAX WEITZENHOFFER
VICE PRESIDENT
1.00
0
0
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
GEORGE RECORDS
TRUSTEE
1.00
0
0
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
GLENNA TANENBAUM
SECRETARY
1.00
0
0
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
MARK ROBERTSON
TRUSTEE
1.00
0
0
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
LIZ EICKMAN
ADVISOR
1.00
0
0
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
DAVID F GRIFFIN
TREASURER
1.00
0
0
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
ELIZABETH A FARABEE
TRUSTEE
1.00
0
0
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
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
CHRISTINE SITZ
SENIOR PROGRAM OFFIC
40.00
82,324
7,463
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
KATHY E MCCORD
OFFICE MANAGER
40.00
64,113
12,358
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
ALANA SALLSBURY
MANAGING EDITOR AT A
40.00
50,996
20,666
0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
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
UNITED CAPITAL FINANCIAL ADVISERS
INVESTMENT MANAGEMENT
107,789
620 NEWPORT CENTER DRIVE SUITE 500
NEWPORT BEACH
,
CA
92660
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
ARTDESK IS A FREE, QUARTERLY PUBLICATION DEVOTED TO CONTEMPORARY ART, PERFORMANCE AND THOUGHT. ITS MISSION IS TO INFORM READERS ABOUT REGIONAL AND NATIONAL EVENTS, EXHIBITIONS, EDUCATION, AND PROMOTE CREATIVE LITERACY AND APPRECIATION. THIS PUBLICATION IS DISTRIBUTED WIDELY ACROSS OKLAHOMA, TEXAS, AND COLORADO. THE MAGAZINE PRINTS MORE THAN 100,000 COPIES OF EVERY ISSUE. WITH EACH ISSUE, 50,000 COPIES ARE INSERTED INTO A THURSDAY EDITION OF THE OKLAHOMAN AND A SUNDAY EDITION OF THE NEW YORK TIMES. 4,100 COPIES ARE DISTRIBUTED TO EVERY MIDDLE SCHOOL AND HIGH SCHOOL VISUAL ARTS DEPARTMENT IN OKLAHOMA CITY PUBLIC SCHOOLS AND MORE THAN 2500 ARE MAILED TO 47 STATES. PUBLISHED BY THE KIRKPATRICK FOUNDATION, ARTDESK WILL CONTINUE ITS MISSION TO EDUCATE THE REGION ON THE CONTEMPORARY ARTS.
438,424
2
SAFE & HUMANE IS KIRKPATRICK FOUNDATION'S TWENTY-YEAR INITIATIVE TO MAKE OKLAHOMA THE SAFEST AND MOST HUMANE PLACE TO BE AN ANIMAL BY THE YEAR 2032. THE FOUNDATION'S APPROACH IS TO CONVENE, HONOR, PROMOTE, FUND, AND RESEARCH EFFORTS TO IMPROVE THE LIVES OF OKLAHOMA ANIMALS AND THE PEOPLE WHO CARE FOR THEM. THE FOUNDATION BELIEVES THAT BY MINIMIZING ANIMAL SUFFERING AND ELEVATING THE STANDARDS OF CARE, TREATMENT, AND WELFARE FOR ALL OKLAHOMA ANIMALS, THE CONDITION OF ALL OKLAHOMA CITIZENS WILL BE GREATLY IMPROVED. TWO OF THE SIX KEY ELEMENTS OF THE SAFE & HUMANE INITIATIVE ARE THE TRIENNIAL ANIMAL CONFERENCE (HELD IN 2015 AND 2018 AND THE NEXT CONFERENCE WILL TAKE PLACE JUNE 10-12, 2021) AND THE OKLAHOMA ANIMAL STUDY, DOCUMENTING THE WELFARE STATUS OF OKLAHOMA ANIMAL.
279,697
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
63,965,139
b
Average of monthly cash balances
.......................
1b
6,235,468
c
Fair market value of all other assets (see instructions)
................
1c
1,027,837
d
Total
(add lines 1a, b, and c)
.........................
1d
71,228,444
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
71,228,444
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
1,068,427
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
70,160,017
6
Minimum investment return.
Enter 5% of line 5
..................
6
3,508,001
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
3,508,001
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
51,031
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
51,031
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
3,456,970
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
3,456,970
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
3,456,970
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
3,280,527
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
3,280,527
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
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
3,280,527
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
3,456,970
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
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
209,353
f
Total
of lines 3a through e
........
209,353
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
3,280,527
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
.....
3,280,527
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
176,443
176,443
(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
32,910
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
......
32,910
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
32,910
e
Excess from 2019
....
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:
LOUISA MCCUNE
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY
,
OK
73116
(405) 608-0934
LOUISA@KIRKPATRICKFOUNDATION.COM
b
The form in which applications should be submitted and information and materials they should include:
THE APPLICATION SHOULD BE FILLED OUT ONLINE AT HTTP://KIRKPATRICKFOUNDATION.COM/APPLY-FOR-A-GRANT. SMALL GRANT APPLICATIONS HAVE NO SPECIFIC DEADLINE, BUT PLEASE ALLOW 30-45 DAYS FOR CONSIDERATION.
c
Any submission deadlines:
DEADLINES ARE JUNE 1 AND DECEMBER 1 FOR LETTERS OF INQUIRY FOR REQUESTS OVER $10,000.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANT PROPOSALS ARE CONSIDERED ONLY FROM ELIGIBLE ORGANIZATIONS WHO: - CURRENTLY QUALIFY AS A 501(C)(3) NONPROFIT ORGANIZATION ACCORDING TO THE INTERNAL REVENUE CODE. - SERVE CENTRAL OKLAHOMA, PRIMARILY THE OKLAHOMA CITY METROPOLITAN AREA, OKLAHOMA COUNTY AND SURROUNDING COUNTIES AND COMMUNITIES. - MAINTAIN CURRENT FINANCIAL RECORDS, PROVIDING A COPY OF THE OPERATIONAL BUDGET AND A STATEMENT OF FINANCIAL POSITION. - HAVE A WORKING BOARD OF DIRECTORS, AS WELL AS MANAGEMENT, GOVERNANCE, AND ACCOUNTABILITY STRUCTURES IN PLACE - PROVIDE A LIST OF BOARD MEMEBERS AND THEIR AFFILIATION - DEMONSTRATE 100 PERCENT BOARD-MEMBER GIVING; PROVIDE A THREE-YEAR STRATEGIC PLAN WE DO NOT FUND: - INDIVIDUALS - LOBBYING ORGANIZATIONS - MEDICAL AND/OR HEALTH-RELATED CAUSES - SOCIAL SERVICES - ATHLETIC PROGRAMS - CAPITAL CAMPAIGNS - ENDOWMENTS - MULTI-YEAR PROJECTS - INDIRECT COSTS
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
A TO Z PRODUCTIONS INC
PO BOX 1062
NORMAN
,
OK
73070
NONE
PC
GENERAL SUPPORT
5,000
AMERICAN ASSOCIATION OF ZOO VETERINARIANS
581705 WHITE OAK RD
YULEE
,
FL
32097
NONE
PC
GENERAL SUPPORT
3,000
ANIMAL WELLNESS FOUNDATION
PO BOX 9646
MARINA DEL REY
,
CA
90295
NONE
PC
GENERAL SUPPORT
75,000
BISHOP MCGUINNESS CATHOLIC HIGH SCHOOL
801 NW 50TH ST
OKLAHOMA CITY
,
OK
73118
NONE
PC
GENERAL SUPPORT
2,630
BLACK LIBERATED ARTS CENTER INC
4500 N LINCOLN BLVD 106
OKLAHOMA CITY
,
OK
73105
NONE
PC
GENERAL SUPPORT
15,000
BLAZE'S TRIBUTE EQUINE RESCUE INC
PO BOX 670
JONES
,
OK
73049
NONE
PC
GENERAL SUPPORT
750,000
BRING BACK THE MUSIC LTD
10724 N KELLEY AVE
OKLAHOMA CITY
,
OK
73131
NONE
PC
GENERAL SUPPORT
8,000
CANTERBURY VOICES INC
424 COLCORD DR STE D
OKLAHOMA CITY
,
OK
73102
NONE
PC
GENERAL SUPPORT
25,000
CHISHOLM TRAIL HERITAGE CENTER ASSOCIATION
1000 CHISHOLM TRAIL PKWY
DUNCAN
,
OK
73533
NONE
PC
GENERAL SUPPORT
3,500
COLORADO SEMINARY UNIVERSITY OF DENVER
2199 S UNIVERSITY BLVD
DENVER
,
CO
80208
NONE
PC
GENERAL SUPPORT
10,000
CRISTO REY OKLAHOMA CITY CATHOLIC HIGH SCHOOL INC
900 N PORTLAND AVE
OKLAHOMA CITY
,
OK
73107
NONE
PC
GENERAL SUPPORT
50,000
DEADCENTER FILM FESTIVAL INC
701 W SHERIDAN AVE 110
OKLAHOMA CITY
,
OK
73102
NONE
PC
GENERAL SUPPORT
20,000
DOMESTIC VIOLENCE INTERVENTION SERVICES
3124 E APACHE ST
TULSA
,
OK
74110
NONE
PC
GENERAL SUPPORT
2,500
DOVE SCHOOLS INC
4230 N SANTA FE AVE
OKLAHOMA CITY
,
OK
73118
NONE
PC
GENERAL SUPPORT
15,000
DOWN SYNDROME ASSOCIATION OF CENTRAL OKLAHOMA
521 W WILSHIRE BLVD STE 130
OKLAHOMA CITY
,
OK
73116
NONE
PC
GENERAL SUPPORT
2,500
EDMOND HISTORICAL SOCIETY
431 S BLVD
EDMOND
,
OK
73034
NONE
PC
GENERAL SUPPORT
9,000
EDMOND PUBLIC SCHOOLS FOUNDATION INC
1001 W DANFORTH RD
EDMOND
,
OK
73003
NONE
PC
GENERAL SUPPORT
20,000
EDUCATIONAL THEATRE ASSOCATION
4805 MONTGOMERY RD SUITE 400
CINCINNATI
,
OH
45212
NONE
PC
GENERAL SUPPORT
3,000
FOOD FOR PETS
1405 4TH AVE NW 120
ARDMORE
,
OK
73401
NONE
PC
GENERAL SUPPORT
1,000
FOR INSPIRATION AND RECOGNITION OF SCIENCE & TECH
200 BEDFORD ST 5TH FL
MANCHESTER
,
NH
03101
NONE
PC
GENERAL SUPPORT
5,000
FRANCIS TUTTLE FOUNDATION
12777 NORTH ROCKWELL AVE
OKLAHOMA CITY
,
OK
73142
NONE
PC
GENERAL SUPPORT
3,000
FREEDOM SCHOOL OKLAHOMA CITY INC
PO BOX 54364
OKLAHOMA CITY
,
OK
73154
NONE
PC
GENERAL SUPPORT
20,000
FRIENDS OF NOTRE-DAME DE PARIS INC
1717 PENNSYLVANIA AVE NW STE 425
WASHINGTON
,
DC
20006
NONE
PC
GENERAL SUPPORT
5,000
FRIENDS OF THE OKLAHOMA CENTER FOR THE BOOK
PO BOX 722778
NORMAN
,
OK
73072
NONE
PC
GENERAL SUPPORT
2,500
FRIENDS OF THE OKLAHOMA HISTORY CENTER INC
800 NAZIH ZUHDI DR
OKLAHOMA CITY
,
OK
73105
NONE
PC
GENERAL SUPPORT
15,000
FRONTIER MEDIA GROUP
2121 E 26TH PL
TULSA
,
OK
74114
NONE
PC
GENERAL SUPPORT
7,500
GIRLS ON THE RUN OF OKLAHOMA COUNTY INC
720 W WILSHIRE BLVD STE 101H
OKLAHOMA CITY
,
OK
73116
NONE
PC
GENERAL SUPPORT
4,000
GOLD DOME MULTICULTURAL SOCIETY
1112 NW 23RD ST STE 111
OKLAHOMA CITY
,
OK
73106
NONE
PC
GENERAL SUPPORT
750
HISTORIC FORT RENO INC
7107 W CHEYENNE ST
EL RENO
,
OK
73036
NONE
PC
GENERAL SUPPORT
6,200
HONORING AMERICA'S WARRIORS
1301 CORNELL PKWY
OKLAHOMA CITY
,
OK
73108
NONE
PC
GENERAL SUPPORT
5,000
HORSE AND HOUND RESCUE FOUNDATION
2350 S MIDWEST BLVD
GUTHRIE
,
OK
73044
NONE
PC
GENERAL SUPPORT
5,000
HORSE FEATHERS EQUINE CENTER INC
6320 N HIGHWAY 74C
GUTHRIE
,
OK
73044
NONE
PC
GENERAL SUPPORT
1,000
JAZZ IN JUNE INC
PO BOX 2405
NORMAN
,
OK
73070
NONE
PC
GENERAL SUPPORT
2,500
JEWISH FEDERATION OF GREATER OKLAHOMA CITY INC
710 W WILSHIRE BLVD 103
OKLAHOMA CITY
,
OK
73116
NONE
PC
GENERAL SUPPORT
7,500
JUNIOR ACHIEVEMENT OF OKLAHOMA INC
5400 N GRAND BLVD SUITE 230
OKLAHOMA CITY
,
OK
73112
NONE
PC
GENERAL SUPPORT
3,000
KIDSALIVE
PO BOX 2994
OKLAHOMA CITY
,
OK
73101
NONE
PC
GENERAL SUPPORT
5,000
KING OF KINGS LUTHERAN CHURCH LCMS
14023 S CASPER ST W
GLENPOOL
,
OK
74033
NONE
PC
GENERAL SUPPORT
10,000
LANGSTON UNIVERSITY FOUNDATION
PO BOX 1500
LANGSTON
,
OK
73050
NONE
PC
GENERAL SUPPORT
20,000
LIFE CHANGE ACADEMY
4509 TAMARISK DRIVE
OKLAHOMA CITY
,
OK
73142
NONE
PC
GENERAL SUPPORT
7,500
METROPOLITAN SCHOOL OF DANCE INC
PO BOX 14744
OKLAHOMA CITY
,
OK
73113
NONE
PC
GENERAL SUPPORT
6,500
MUSEUM OF THE BIBLE
PO BOX 15479
WASHINGTON
,
DC
20003
NONE
PC
GENERAL SUPPORT
1,000
NAMRON PLAYERS THEATRE INC
PO BOX 2356
NORMAN
,
OK
73070
NONE
PC
GENERAL SUPPORT
1,500
NOBLE RESEARCH INSTITUTE LLC
2510 SAM NOBLE PARKWAY
ARDMORE
,
OK
73401
NONE
PC
GENERAL SUPPORT
5,000
NORMAN ARTS AND HUMANITIES COUNCIL
122 E MAIN ST
NORMAN
,
OK
73069
NONE
PC
GENERAL SUPPORT
15,000
NORMAN MUSIC ALLIANCE INC
PO BOX 890
OKLAHOMA CITY
,
OK
73070
NONE
PC
GENERAL SUPPORT
5,000
OKLAHOMA ARTS EDUCATION ASSOCIATION
900 MARSTON DRIVE
EDMOND
,
OK
73034
NONE
PC
GENERAL SUPPORT
2,350
OKLAHOMA ARTS INSTITUTE INC
111 NW 9TH ST
OKLAHOMA CITY
,
OK
73102
NONE
PC
GENERAL SUPPORT
25,000
OKLAHOMA ASSOCIATION OF COMMUNITY COLLEGE
6420 SE 15TH STREET
MIDWEST CITY
,
OK
73110
NONE
PC
GENERAL SUPPORT
8,000
OKLAHOMA ASSOCIATION OF CONSERVATION DISTRICTS
P O BOX 61065
OKLAHOMA CITY
,
OK
73146
NONE
PC
GENERAL SUPPORT
6,500
OKLAHOMA AUTISM CENTER FOUNDATION
PO BOX 42133
OKLAHOMA CITY
,
OK
73123
NONE
PC
GENERAL SUPPORT
5,000
OKLAHOMA BAPTIST HOMES FOR CHILDREN
5100 EAST 33RD STREET
EDMOND
,
OK
73013
NONE
PC
GENERAL SUPPORT
15,000
OKLAHOMA CENTER FOR NONPROFITS
720 W WILSHIRE STE 115
OKLAHOMA CITY
,
OK
73116
NONE
PC
GENERAL SUPPORT
15,000
OKLAHOMA CITY - COUNTY HISTORICAL SOCIETY
PO BOX 893050
OKLAHOMA CITY
,
OK
73189
NONE
PC
GENERAL SUPPORT
5,000
OKLAHOMA CITY COMMUNITY FOUNDATION
P O BOX 1146
OKLAHOMA CITY
,
OK
73101
NONE
PC
GENERAL SUPPORT
200,000
OKLAHOMA CITY METRO LITERACY COALITION
1444 NW OKLAHOMA CITY
OKLAHOMA CITY
,
OK
73106
NONE
PC
GENERAL SUPPORT
3,750
OKLAHOMA CITY PUBLIC SCHOOLS FOUNDATION
431 W MAIN ST STE E
OKLAHOMA CITY
,
OK
73102
NONE
PC
GENERAL SUPPORT
50,000
OKLAHOMA CITY UNIVERSITY
800 N HARVEY AVE
OKLAHOMA CITY
,
OK
73102
NONE
PC
GENERAL SUPPORT
25,000
OKLAHOMA COMMUNITY ORCHESTRA INC
C/O OCU DEPT OF MUSIC PO BOX 11000
OKLAHOMA CITY
,
OK
73136
NONE
PC
GENERAL SUPPORT
5,000
OKLAHOMA FOUNDATION FOR EXCELLENCE
101 PARK AVE 420
OKLAHOMA CITY
,
OK
73102
NONE
PC
GENERAL SUPPORT
15,000
OKLAHOMA HUMANE SOCIETY
PO BOX 18471
OKLAHOMA CITY
,
OK
73118
NONE
PC
GENERAL SUPPORT
20,000
OKLAHOMA MURAL SYNDICATE
1745 NW 16TH ST SUITE F4
OKLAHOMA CITY
,
OK
73106
NONE
PC
GENERAL SUPPORT
1,000
OKLAHOMA PHILHARMONIC SOCIETY INC
424 COLCORD DR STE B
OKLAHOMA CITY
,
OK
73102
NONE
PC
GENERAL SUPPORT
50,000
OKLAHOMA POLICY INC
907 S DETROIT AVE SUITE 1005
TULSA
,
OK
74120
NONE
PC
GENERAL SUPPORT
5,000
OKLAHOMA SCHOOL OF SCIENCE & MATHEMATICS
1141 N LINCOLN BLVD
OKLAHOMA CITY
,
OK
73104
NONE
PC
GENERAL SUPPORT
20,000
OKLAHOMA WATCH INC
500 N BROADWAY AVE STE LL10
OKLAHOMA CITY
,
OK
73102
NONE
PC
GENERAL SUPPORT
4,500
OKLAHOMA YOUTH ORCHESTRA
2501 N BLACKWELDER AVE
OKLAHOMA CITY
,
OK
73106
NONE
PC
GENERAL SUPPORT
20,000
OPERATION OPPORTUNITY FOUNDATION
1012 14TH ST NW SUITE 1200
WASHINGTON
,
DC
20005
NONE
PC
GENERAL SUPPORT
1,500
OPRY HERITAGE FOUNDATION OF OKLAHOMA
2304 EXCHANGE AVENUE
OKLAHOMA CITY
,
OK
73108
NONE
PC
GENERAL SUPPORT
18,000
ORGANIZATION FOR COMPETITIVE MARKETS
PO BOX 6486
LINCOLN
,
NE
68506
NONE
PC
GENERAL SUPPORT
7,500
P C NORTH BAND BOOSTERS
PO BOX 720877
OKLAHOMA CITY
,
OK
73162
NONE
PC
GENERAL SUPPORT
1,500
PAYNE COUNTY ANIMAL RESPONSE TEAM INC
PO BOX 121
STILLWATER
,
OK
74076
NONE
PC
GENERAL SUPPORT
6,000
PET FOOD PANTRY OF OKLAHOMA CITY INC
P O BOX 57678
OKLAHOMA CITY
,
OK
73157
NONE
PC
GENERAL SUPPORT
5,000
PETS HELPING PEOPLE
2234 EAST 56TH PLACE
TULSA
,
OK
74105
NONE
PC
GENERAL SUPPORT
2,500
PIONEER LIBRARY SYSTEM FOUNDATION
300 CENTER COURT
NORMAN
,
OK
73072
NONE
PC
GENERAL SUPPORT
10,000
PLAZA DISTRICT ASSOCIATION
1751B NW 16TH ST
OKLAHOMA CITY
,
OK
73106
NONE
PC
GENERAL SUPPORT
1,500
POLLARD THEATRE COMPANY
120 W HARRISON AVE PO BOX 38
GUTHRIE
,
OK
73044
NONE
PC
GENERAL SUPPORT
25,000
POTEAU VALLEY HUMANE SOCIETY
PO BOX 15
POTEAU
,
OK
74953
NONE
PC
GENERAL SUPPORT
500
PRAIRIE DANCE THEATRE INC
6608 N WESTERN 1135
OKLAHOMA CITY
,
OK
73116
NONE
PC
GENERAL SUPPORT
7,000
PRESERVATION OKLAHOMA INC
405 NW 15TH ST
OKLAHOMA CITY
,
OK
73103
NONE
PC
GENERAL SUPPORT
15,000
PROJECT CHIMPS
PO BOX 2140
BLUE RIDGE
,
GA
30513
NONE
PC
GENERAL SUPPORT
1,000
PUTNAM CITY PUBLIC SCHOOLS FOUNDATION
5401 NW 40TH ST
OKLAHOMA CITY
,
OK
73122
NONE
PC
GENERAL SUPPORT
20,000
RAIN DROP FOUNDATION INC
4444 NORTH CLASSEN BLVD
OKLAHOMA CITY
,
OK
73118
NONE
PC
GENERAL SUPPORT
2,000
REACH OUT AND READ
89 S ST STE 201
BOSTON
,
MA
02111
NONE
PC
GENERAL SUPPORT
2,000
REDEEMING THE FAMILY INC
1409 NW 150TH ST
EDMOND
,
OK
73013
NONE
PC
GENERAL SUPPORT
10,000
SCISSORTAIL COMMUNITY DEVELOPMENT CORPORA
302 SW 25TH ST
OKLAHOMA CITY
,
OK
73109
NONE
PC
GENERAL SUPPORT
7,500
SMART START CENTRAL OKLAHOMA
PO BOX 21505
OKLAHOMA CITY
,
OK
73156
NONE
PC
GENERAL SUPPORT
6,500
SOUTHERN UTAH UNIVERSITY
351 WEST UNIVERSITY BLVD
CEDAR CITY
,
UT
84720
NONE
PC
GENERAL SUPPORT
8,000
SOUTHWESTERN OKLAHOMA STATE UNIVERSITY FOUNDATION INC
100 W CAMPUS DR
WEATHERFORD
,
OK
73096
NONE
PC
GENERAL SUPPORT
750
STILLWATER DOMESTIC VIOLENCE SERVICES INC
3800 N WASHINGTON ST
STILLWATER
,
OK
74075
NONE
PC
GENERAL SUPPORT
2,430
TEEN RECOVERY SOLUTIONS INC
730 W WILSHIRE BLVD STE 105
OKLAHOMA CITY
,
OK
73116
NONE
PC
GENERAL SUPPORT
10,000
THE NATURE CONSERVANCY
408 NW 7TH ST
OKLAHOMA CITY
,
OK
73102
NONE
PC
GENERAL SUPPORT
25,000
THICK DESCRIPTIONS
3810 N TULSA
OKLAHOMA CITY
,
OK
73112
NONE
PC
GENERAL SUPPORT
1,500
THOROUGHBRED ATHLETES INC
2851 S MIDWEST BLVD
GUTHRIE
,
OK
73044
NONE
PC
GENERAL SUPPORT
1,500
TINY PAWS KITTEN RESCUE INC
901 S LOWRY ST
STILLWATER
,
OK
74074
NONE
PC
GENERAL SUPPORT
8,000
TRUST FOR CONSERVATION INNOVATION
405 14TH ST SUITE 164
OAKLAND
,
CA
94612
NONE
PC
GENERAL SUPPORT
5,000
T-TOWN TNR INC
PO BOX 703013
TULSA
,
OK
74170
NONE
PC
GENERAL SUPPORT
10,000
UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION
100 N UNIVERSITY DR CAMPUS BOX 13
EDMOND
,
OK
73034
NONE
PC
GENERAL SUPPORT
20,000
UNIVERSITY OF OKLAHOMA FOUNDATION INC
540 PARRINGTON OVAL
NORMAN
,
OK
73019
NONE
PC
GENERAL SUPPORT
10,000
UNIVERSITY OF SCIENCE & ARTS OF OK FOUNDATION INC
1727 W ALABAMA
CHICKASHA
,
OK
73018
NONE
PC
GENERAL SUPPORT
8,000
URBAN LEAGUE OF GREATER OKLAHOMA CITY INC
3900 N MARTIN L KING JR AVE
OKLAHOMA CITY
,
OK
73111
NONE
PC
GENERAL SUPPORT
25,000
WATERKEEPER ALLIANCE INC
180 MAIDEN LN STE 603
NEW YORK
,
NY
10038
NONE
PC
GENERAL SUPPORT
10,000
WELLBEING INTERNATIONAL
9812 FALLS ROAD 114-288
POTOMAC
,
MD
20854
NONE
PC
GENERAL SUPPORT
10,000
WILDCARE FOUNDATION
7601 84TH STREET
NOBLE
,
OK
73068
NONE
PC
GENERAL SUPPORT
25,000
WOODY GUTHRIE COALITION INC
PO BOX 661
OKEMAH
,
OK
74859
NONE
PC
GENERAL SUPPORT
2,500
WORLD BOOK BANK INC
5915 NW 23RD ST
OKLAHOMA CITY
,
OK
73127
NONE
PC
GENERAL SUPPORT
1,500
Total
.................................
3a
2,024,860
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
1,633,729
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
293,645
8
Gain or (loss) from sales of assets other than
inventory
............
18
991,975
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
2,919,349
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
2,919,349
(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