TY 2020 Form 990PF

- TIN:

Form990-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.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0052

2020

Open to Public Inspection

For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020

Name of foundation
BEALMEAR CHARITABLE TRUST XXX-XX-XXXX

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1620
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK741011620

A Employer identification number

38-6952106

B Telephone number (see instructions)

(918) 619-1544

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

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 ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$436,495J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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...	10,156		9,542
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		11,574
b	Gross sales price for all assets on line 6a 95,707
7	Capital gain net income (from Part IV, line 2)...			11,574
8	Net short-term capital gain.........				0
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........	21,730		21,116
13	Compensation of officers, directors, trustees, etc.	5,703		4,277		1,426
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......		1,500	0	0	1,500
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		131	40		91
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	7,334		4,317	0	3,017
25	Contributions, gifts, grants paid.......	27,683				27,683
26	Total expenses and disbursements. Add lines 24 and 25	35,017		4,317	0	30,700
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-13,287
b	Net investment income (if negative, enter -0-)			16,799
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2020)

Form 990-PF (2020)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	39,673	29,811	29,811
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	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 0
	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).......	167,419	169,295	234,327
	c	Investments—corporate bonds (attach schedule).......	174,095	168,445	172,350
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	7	7	7
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	381,194	367,558	436,495
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		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........	381,194	367,558
	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).....	381,194	367,558
	30	Total liabilities and net assets/fund balances (see instructions).	381,194	367,558

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

381,194

Enter amount from Part I, line 27a .....................

-13,287

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

367,907

Decreases not included in line 2 (itemize) bullet

349

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

367,558

Form 990-PF (2020)

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	23.074 CALAMOS MKT NEUTRAL INC-I #0629		2015-12-10	2020-01-07
b	5.895 CAVANAL HILL OPP-INST #0054		2015-09-22	2020-01-07
c	.467 CAVANAL HILL BOND-INST #0046		2014-09-18	2020-01-07
d	5.657 DFA US TARGETED VALUE #5096		2018-02-20	2020-01-07
e	47.079 FEDERATED HERMES HI YLD BD-R6 #0221		2018-12-01	2020-01-07
	66.012 FIDELITY CONTRAFUND		2018-02-20	2020-01-07
	24.546 JOHN HANCOCK DISC VAL M/C-R6 #6006		2018-02-20	2020-01-07
	18.148 MFS INTL NEW DISCOVERY-R6 #4820		2018-02-20	2020-01-07
	1.266 MASSMUTUAL SEL M/C GR EQ II-I#1788		2018-02-20	2020-01-07
	3.041 VANGUARD REIT INDX-ADM #5123		2016-07-27	2020-01-07
	41.049 VANGUARD TAX-MANAGED INTL FUND #127		2018-02-20	2020-01-07
	9.753 VANGUARD INSTITUTIONAL INDEX		2018-02-20	2020-01-07
	3.791 VANGUARD S/C GRWTH INDX-INST #0866		2018-02-20	2020-01-07
	13.072 VANGUARD M/C INDX-INST #0864		2018-02-20	2020-01-07
	2.16 VANGUARD S/C INDX-INST #0857		2018-02-20	2020-01-07
	22.579 INVESCO DEV MKT-R6 #7038		2017-04-19	2020-06-25
	69.372 CALAMOS MKT NEUTRAL INC-I #0629		2015-12-10	2020-06-25
	20.448 CAVANAL HILL LTD DUR-INST #0047		2020-01-07	2020-06-25
	2657.425 CAVANAL HILL LTD DUR-INST #0047		2017-12-29	2020-06-25
	9.774 CAVANAL HILL OPP-INST #0054		2015-09-22	2020-06-25
	3.812 DIAMOND HILL LONG/SHORT-I #0011		2020-01-07	2020-06-25
	515.977 DIAMOND HILL LONG/SHORT-I #0011		2019-04-09	2020-06-25
	6.524 DODGE & COX INTL STK #1048		2018-02-20	2020-06-25
	22.851 FEDERATED HERMES HI YLD BD-R6 #0221		2019-06-01	2020-06-25
	45.332 MFS INTL NEW DISCOVERY-R6 #4820		2018-02-20	2020-06-25
	10.449 MASSMUTUAL SEL M/C GR EQ II-I#1788		2018-02-20	2020-06-25
	101.683 PIMCO INTL BD USD HEDGED-INST #0103		2019-04-09	2020-06-25
	68.967 PIMCO INC-INST #1821		2018-01-16	2020-06-25
	.198 VANGUARD INSTITUTIONAL INDEX		2018-02-20	2020-06-25
	1.827 VANGUARD S/C GRWTH INDX-INST #0866		2014-09-18	2020-06-25
	6.728 INVESCO DEV MKT-R6 #7038		2017-04-19	2020-08-24
	1.787 CAVANAL HILL OPP-INST #0054		2015-09-22	2020-08-24
	477.458 CAVANAL HILL BOND-INST #0046		2014-09-18	2020-08-24
	11.948 DFA US TARGETED VALUE #5096		2018-02-20	2020-08-24
	2.115 DODGE & COX INTL STK #1048		2014-12-30	2020-08-24
	398.93 FIDELITY CONTRAFUND		2018-02-20	2020-08-24
	28.032 JOHN HANCOCK DISC VAL M/C-R6 #6006		2018-02-20	2020-08-24
	16.36 MFS INTL NEW DISCOVERY-R6 #4820		2018-02-20	2020-08-24
	26.497 MASSMUTUAL SEL M/C GR EQ II-I#1788		2018-02-20	2020-08-24
	7.996 NEUB BERMAN L/S-INST #1830		2020-06-25	2020-08-24
	79.141 PIMCO INC-INST #1821		2018-01-16	2020-08-24
	1.544 VANGUARD REIT INDX-ADM #5123		2019-07-05	2020-08-24
	30.153 VANGUARD TAX-MANAGED INTL FUND #127		2018-02-20	2020-08-24
	7.88 VANGUARD INSTITUTIONAL INDEX		2018-02-20	2020-08-24
	3.265 VANGUARD S/C GRWTH INDX-INST #0866		2014-09-18	2020-08-24
	2.577 VANGUARD S/C INDX-INST #0857		2018-02-20	2020-08-24
	16.548 INVESCO DEV MKT-R6 #7038		2017-04-19	2020-11-10
	14.889 CAVANAL HILL OPP-INST #0054		2015-09-22	2020-11-10
	14.696 DFA US TARGETED VALUE #5096		2014-09-18	2020-11-10
	16.285 DODGE & COX INTL STK #1048		2017-04-19	2020-11-10
	34.536 DODGE & COX STK FD		2018-02-20	2020-11-10
	13.97 FEDERATED HERMES HI YLD BD-R6 #0221		2019-10-01	2020-11-10
	27.832 FIDELITY CONTRAFUND		2019-04-09	2020-11-10
	52.935 JOHN HANCOCK DISC VAL M/C-R6 #6006		2018-02-20	2020-11-10
	13.487 MFS INTL NEW DISCOVERY-R6 #4820		2018-02-20	2020-11-10
	29.123 MASSMUTUAL SEL M/C GR EQ II-I#1788		2018-02-20	2020-11-10
	9.728 NEUB BERMAN L/S-INST #1830		2020-06-25	2020-11-10
	.288 VANGUARD REIT INDX-ADM #5123		2019-07-05	2020-11-10
	22.399 VANGUARD TAX-MANAGED INTL FUND #127		2018-02-20	2020-11-10
	2.623 VANGUARD INSTITUTIONAL INDEX		2018-02-20	2020-11-10
	3.512 VANGUARD S/C GRWTH INDX-INST #0866		2014-09-18	2020-11-10
	97.999 VANGUARD M/C INDX-INST #0864		2018-02-20	2020-11-10
	3.154 VANGUARD S/C INDX-INST #0857		2015-04-15	2020-11-10
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	307	299	8
b	79	81	-2
c	5	4	1
d	130	139	-9
e	469	448	21
	918	845	73
	543	575	-32
	652	658	-6
	30	28	2
	393	376	17
	580	593	-13
	2,837	2,419	418
	213	168	45
	637	559	78
	171	153	18
	955	798	157
	924	894	30
	200	196	4
	25,963	25,483	480
	129	134	-5
	89	103	-14
	12,100	12,398	-298
	233	280	-47
	214	222	-8
	1,461	1,644	-183
	242	232	10
	1,099	1,107	-8
	794	851	-57
	55	49	6
	102	64	38
	309	238	71
	24	24
	4,832	4,531	301
	228	285	-57
	80	90	-10
	6,678	5,104	1,574
	558	657	-99
	574	593	-19
	670	590	80
	128	122	6
	926	973	-47
	178	194	-16
	406	435	-29
	2,418	1,954	464
	198	115	83
	195	162	33
	816	582	234
	217	204	13
	312	348	-36
	658	672	-14
	6,398	6,474	-76
	137	137
	473	355	118
	1,175	1,220	-45
	497	489	8
	795	648	147
	161	148	13
	34	36	-2
	315	323	-8
	831	650	181
	232	124	108
	5,135	3,669	1,466
	263	187	76
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332
			6,332

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			8
b			-2
c			1
d			-9
e			21
			73
			-32
			-6
			2
			17
			-13
			418
			45
			78
			18
			157
			30
			4
			480
			-5
			-14
			-298
			-47
			-8
			-183
			10
			-8
			-57
			6
			38
			71

			301
			-57
			-10
			1,574
			-99
			-19
			80
			6
			-47
			-16
			-29
			464
			83
			33
			234
			13
			-36
			-14
			-76

			118
			-45
			8
			147
			13
			-2
			-8
			181
			108
			1,466
			76

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	11,574
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

SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE

1 Reserved

(a) Reserved	(b) Reserved	(c) Reserved	(d) Reserved

Reserved...........................

Reserved,..........................

Form 990-PF (2020)

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	Reserved................................	1	234
c	All other domestic foundations enter 1.39% 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	234
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	234
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	232
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	232
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	2
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

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..................................

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.

If "Yes," complete Part XIV .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

BOKF NA Telephone no. bullet

(918) 619-1544

Located at bullet

6242 E 41ST ST SOUTH BTC 1WTULSAOK ZIP+4 bullet

74135

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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 2020?.............

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)):

At the end of tax year 2020, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2020?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

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

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

If "Yes," did it have excess business holdings in 2020 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 2020.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2020?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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
BANK OF OKLAHOMA N A TRUSTEEE	TRUSTEE 0	5,703
PO BOX 1620 TULSA,OK741011620	TRUSTEE 0	5,703

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 (2020)

Page 7

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2020)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

385,691

Average of monthly cash balances.......................

16,271

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

401,969

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

401,969

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

6,030

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

395,939

Minimum investment return. Enter 5% of line 5..................

19,797

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part X, line 6....................

19,797

Tax on investment income for 2020 from Part VI, line 5......

234

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

234

Distributable amount before adjustments. Subtract line 2c from line 1............

19,563

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

19,563

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

19,563

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

30,700

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

30,700

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

30,700

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 (2020)

Page 9

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2019	(c) 2019	(d) 2020
1 Distributable amount for 2020 from Part XI, line 7					19,563
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2020:
a From 2015......	0
b From 2016......	0
c From 2017......	0
d From 2018......	13,021
e From 2019......	11,882
fTotal of lines 3a through e........		24,903
4Qualifying distributions for 2020 from Part
XII, line 4: $ 30,700
a Applied to 2019, 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 2020 distributable amount.....					19,563
e Remaining amount distributed out of corpus		11,137
5 Excess distributions carryover applied to 2020.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		36,040
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 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2020. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2021 ..........					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 2015 not applied on line 5 or line 7 (see instructions) ...		0
9Excess distributions carryover to 2021. Subtract lines 7 and 8 from line 6a ......		36,040
10 Analysis of line 9:
a Excess from 2016....	0
b Excess from 2017....	0
c Excess from 2018....	13,021
d Excess from 2019....	11,882
e Excess from 2020....	11,137

Form 990-PF (2020)

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 2020, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(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) 2020	(b) 2019	(c) 2018	(d) 2017	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

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

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2020)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN CANCER SOCIETY ATTN MICHAEL SAENZ PO BOX 720366 OKLAHOMA CITY,OK73162			SUPPORT	3,460
AMERICAN RED CROSS TULSA AREA CHAPTER PO BOX 37839 BOONE,IA50037			SUPPORT	6,921
THE TULSA AREA COMMANDER THE SALVATION ARMY 924 S HUDSON AVE TULSA,OK741122945			SUPPORT	6,921
ARTHRITIS FOUNDATION FAVIA BUTLER 1355 PEACHTREE STREET SUITE 600 ATLANTA,GA30309			SUPPORT	3,460
TULSA AREA UNITED WAY ATTN MR MARK GRAHAM PO BOX 1859 TULSA,OK741011859			SUPPORT	6,921
Total ................................. 3a				27,683

bApproved for future payment

Total ................................. 3b

Form 990-PF (2020)

Page 12

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities....			14	9,542
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income.....
8 Gain or (loss) from sales of assets other than inventory ............			18	11,574
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aPIMCO INC-INST #18			14	413
bVANGUARD REIT INDX			14	201
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				21,730

13Total. Add line 12, columns (b), (d), and (e)..................

21,730

(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 (2020)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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

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 instructions. 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 (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2020 AccountingFeesSchedule

Name:

BEALMEAR CHARITABLE TRUST XXX-XX-XXXX

EIN:

38-6952106

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,500			1,500

- TIN:

TY 2020 ExplnOfNonFilingWithAGStmt

Name:

BEALMEAR CHARITABLE TRUST XXX-XX-XXXX

EIN:

38-6952106

Statement:

- TIN:

TY 2020 InvestmentsCorpBondsSchedule

Name:

BEALMEAR CHARITABLE TRUST XXX-XX-XXXX

EIN:

38-6952106

Name of Bond	End of Year Book Value	End of Year Fair Market Value
SEE INVESTMENT REVIEW STATEMEN	168,445	172,350

- TIN:

TY 2020 InvestmentsCorpStockSchedule

Name:

BEALMEAR CHARITABLE TRUST XXX-XX-XXXX

EIN:

38-6952106

Name of Stock	End of Year Book Value	End of Year Fair Market Value
SEE INVESTMENT REVIEW STATEMEN	169,295	234,327

- TIN:

TY 2020 OtherAssetsSchedule

Name:

BEALMEAR CHARITABLE TRUST XXX-XX-XXXX

EIN:

38-6952106

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
SEE INVESTMENT REVIEW STATMENT	7	7	7

- TIN:

TY 2020 OtherDecreasesSchedule

Name:

BEALMEAR CHARITABLE TRUST XXX-XX-XXXX

EIN:

38-6952106

Description	Amount
ROUNDING	349

- TIN:

TY 2020 TaxesSchedule

Name:

BEALMEAR CHARITABLE TRUST XXX-XX-XXXX

EIN:

38-6952106

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL	91	0	91
FOREIGN TAXES ON QUALIFIED FOR	36	36	0
FOREIGN TAXES ON NONQUALIFIED	4	4	0