Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
A R AND MARYLOUISE TANDY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3627
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK741013627
A Employer identification number

73-1254985
B Telephone number (see instructions)

(918) 744-0553
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$26,975,980
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 375,353 375,353  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,867,636
b Gross sales price for all assets on line 6a 8,653,968
7 Capital gain net income (from Part IV, line 2)... 5,867,636
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)....... 13,049 13,049  
12 Total. Add lines 1 through 11........ 6,256,038 6,256,038  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 97,672 97,672   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 12,909 12,909   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 41,836 2,855   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 152,417 113,436   0
25 Contributions, gifts, grants paid....... 3,662,562 3,662,562
26 Total expenses and disbursements. Add lines 24 and 25 3,814,979 113,436   3,662,562
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,441,059
b Net investment income (if negative, enter -0-) 6,142,602
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 4,909,675 6,786,122 6,786,122
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,295,403 Click to see attachment2,574,937 6,697,908
c Investments—corporate bonds (attach schedule)....... 11,318,694 Click to see attachment13,585,748 13,469,667
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 22,233 Click to see attachment22,283 22,283
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,546,005 22,969,090 26,975,980
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 59,188,680 59,188,680
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -38,642,675 -36,219,590
29 Total net assets or fund balances (see instructions)..... 20,546,005 22,969,090
30 Total liabilities and net assets/fund balances (see instructions). 20,546,005 22,969,090
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
20,546,005
2
Enter amount from Part I, line 27a .....................
2
2,441,059
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,987,064
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
17,974
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,969,090
Form 990-PF (2021)
Form 990-PF (2021)
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 1,200 SHARE APPLE COMPUTER   2011-07-07 2021-03-18
b 1,500 SHARES APPLE COMPUTER   2011-07-07 2021-06-11
c 100 SHARES APPLE COMPUTER   2011-07-07 2021-06-22
d 100 SHARES APPLE COMPUTER   2011-07-07 2021-06-28
e 100 SHARES APPLE COMPUTER   2011-08-07 2021-08-10
100 SHARES APPLE COMPUTER   2011-07-07 2021-09-01
100 SHARES CITIGROUP   2016-08-24 2021-06-28
100 SHARES COSTCO WHOLESALE   2012-09-17 2021-06-22
100 SHARES COSTCO WHOLESALE   2012-09-17 2021-06-17
125 SHARES COSTCO WHOLESALE   2012-09-17 2021-12-07
169.924 UNITS COHEN & STEERS REALTY   2012-12-08 2021-12-29
2,802.691 UNITS COHEN & STEERS REALTY   2012-06-15 2021-06-08
200 SHARES CHEVRONTEXACO   2008-03-28 2021-08-10
200 SHARES CHEVRONTEXACO   2008-03-28 2021-09-01
200 SHARES CITIGROUP   2016-08-24 2021-09-01
250 SHARES APPLE COMPUTER   2011-07-07 2021-12-07
264.039 UNITS COHEN & STEERS REALTY   2017-12-06 2021-09-01
300 SHARES CHEVRONTEXACO   2008-03-28 2021-12-29
300 SHARES CHEVRONTEXACO   2008-03-28 2021-12-07
350 SHARES CHEVRONTEXACO   2008-03-28 2021-06-17
350 SHARES CITIGROUP   2016-08-24 2021-12-07
431.333 UNITS COHEN & STEERS REALTY   2012-06-15 2021-12-07
473.755 UNITS COHEN & STEERS REALTY   2017-12-06 2021-06-22
50 SHARES APPLE COMPUTER   2011-07-07 2021-12-29
50 SHARES COSTCO WHOLESALE   2012-09-17 2021-09-01
50 SHARES COSTCO WHOLESALE   2012-09-17 2021-08-10
500 SHARES APPLE COMPUTER   2021-07-07 2021-06-08
500 SHARES APPLE COMPUTER   2011-07-07 2021-06-17
525 SHARES CITIGROUP   2012-06-15 2021-06-08
75 SHARES COSTCO WHOLESALE   2012-09-17 2021-12-29
750 SHARES DANAHER CORP   2010-12-20 2021-03-18
600 SHARES DANAHER CORP   2010-12-20 2021-06-08
200 SHARES DANAHER CORP   2010-12-20 2021-08-10
1000 SHARES DANAHER CORP   2010-12-20 2021-09-01
150 SHARES DANAHER CORP   2010-12-20 2021-12-07
1,973.165 UNITS DODGE & COX INTERNATIONAL   2012-06-15 2021-06-08
987.166 UNITS DODGE & COX INTERNATIONAL   2012-06-15 2021-06-11
865.757 UNITS DODGE & COX INTERNATIONAL   2009-05-04 2021-09-01
518.887 UNITS DODGE & COX INTERNATIONAL   2009-05-04 2021-09-10
1,254.18 UNITS DODGE & COX INTERNATIONAL   2009-05-04 2021-12-07
761.034 UNITS FIDELITY EMERGING MARKETS   2021-03-18 2021-09-01
825 SHARES HONEYWELL INTL   2016-08-24 2021-03-18
300 SHARES HONEYWELL INTL   2016-08-24 2021-06-17
100 SHARES HONEYWELL INTL   2016-08-24 2021-06-28
150 SHARES HONEYWELL INTL   2016-08-24 2021-08-10
100 SHARES HONEYWELL INTL   2016-08-24 2021-09-01
150 SHARES HONEYWELL INTL   2016-08-24 2021-12-07
600 SHARES MICROSOFT   2016-08-24 2021-03-18
500 SHARES MICROSOFT   2016-08-24 2021-06-08
100 SHARES MICROSOFT   2016-08-24 2021-06-11
200 SHARES MICROSOFT   2016-08-24 2021-06-17
100 SHARES MICROSOFT   2016-08-24 2021-06-22
100 SHARES MICROSOFT   2016-08-24 2021-08-10
100 SHARES MICROSOFT   2016-08-24 2021-09-01
400 SHARES MICROSOFT   2016-08-24 2021-12-07
1,515 SHARES NIKE   2008-03-28 2021-03-18
150 SHARES NOVARTIS   2016-08-24 2021-06-08
2,400 SHARES NOVARTIS   2016-08-24 2021-06-11
250 SHARES PEPSICO   2008-03-28 2021-06-17
600 SHARES PEPSICO   2008-03-28 2021-06-22
150 SHARES PEPSICO   2008-03-28 2021-08-10
150 SHARES PEPSICO   2008-03-28 2021-09-01
300 SHARES PEPSICO   2012-06-15 2021-12-07
100 SHARES PEPSICO   1994-02-10 2021-12-29
125 SHARES RAYTHEON TECHNOLOGIES   2008-03-28 2021-08-10
250 SHARES RAYTHEON TECHNOLOGIES   2008-03-28 2021-09-01
350 SHARES RAYTHEON TECHNOLOGIES   2008-03-28 2021-12-07
400 UNITS SPDR MATERIALS SECTOR   2016-08-24 2021-06-08
400 UNITS SPDR MATERIALS SECTOR   2016-08-24 2021-06-11
200 UNITS SPDR MATERIALS SECTOR   2016-08-24 2021-08-10
200 UNITS SPDR MATERIALS SECTOR   2016-08-24 2021-09-01
250 UNITS SPDR MATERIALS SECTOR   2016-08-24 2021-12-07
100 UNITS SPDR MATERIALS SECTOR   2021-03-18 2021-09-01
175 UNITS SPDR MATERIALS SECTOR   2021-03-18 2021-12-07
1,200 UNITS SPECTOR SPDR   2016-08-24 2021-06-08
600 UNITS SPECTOR SPDR   2016-08-24 2021-06-11
200 UNITS SPECTOR SPDR   2016-08-24 2021-06-28
200 UNITS SPECTOR SPDR   2016-08-24 2021-08-10
200 UNITS SPECTOR SPDR   2016-08-24 2021-09-01
300 UNITS SPECTOR SPDR   2016-08-24 2021-12-07
250 SHARES THERMO ELECTRON   2009-04-28 2021-06-08
100 SHARES THERMO ELECTRON   2009-04-28 2021-08-10
50 SHARES THERMO ELECTRON   2009-04-28 2021-09-01
100 SHARES THERMO ELECTRON   2009-04-28 2021-12-07
1,497.187 UNITS VANGUARD ADMIRAL INTL GROWTH   2012-06-15 2021-06-08
594.637 UNITS VANGUARD ADMIRAL INTL GROWTH   2009-07-06 2021-06-11
599.305 UNITS VANGUARD ADMIRAL INTL GROWTH   2009-07-06 2021-06-17
598.729 UNITS VANGUARD ADMIRAL INTL GROWTH   2009-07-06 2021-06-22
285.845 UNITS VANGUARD ADMIRAL INTL GROWTH   2012-06-15 2021-08-10
454.65 UNITS VANGUARD ADMIRAL INTL GROWTH   2009-06-23 2021-09-01
283.784 UNITS VANGUARD ADMIRAL INTL GROWTH   2009-06-23 2021-09-10
619.847 UNITS VANGUARD ADMIRAL INTL GROWTH   2009-06-23 2021-12-07
457.248 UNITS VANGUARD EMERGING MARKETS   2021-06-15 2021-09-01
843.17 UNITS VANGUARD EMERGING MARKETS   2021-06-15 2021-12-07
300 UNITS VANGUARD CONSUMER DISCR   2012-06-15 2021-06-17
100 UNITS VANGUARD CONSUMER DISCR   2012-03-13 2021-06-28
200 UNITS VANGUARD CONSUMER DISCR   2012-03-13 2021-08-10
200 UNITS VANGUARD CONSUMER DISCR   2012-03-13 2021-09-01
300 UNITS VANGUARD CONSUMER DISCR   2012-03-13 2021-12-07
1,500 UNITS VANGUARD FINANCIALS   2009-05-12 2021-03-18
1,000 UNITS VANGUARD FINANCIALS   2012-06-15 2021-06-08
1,000 UNITS VANGUARD FINANCIALS   2012-06-15 2021-06-11
1,000 UNITS VANGUARD FINANCIALS   2009-04-28 2021-06-17
100 UNITS VANGUARD FINANCIALS   2009-04-28 2021-06-28
900 UNITS VANGUARD FINANCIALS   2009-04-28 2021-08-10
500 UNITS VANGUARD FINANCIALS   2009-04-28 2021-09-01
750 UNITS VANGUARD FINANCIALS   2009-04-28 2021-12-07
50 UNITS VANGUARD HEALTH CARE   2021-03-18 2021-09-01
100 UNITS VANGUARD HEALTH CARE   2021-03-18 2021-12-07
350 UNITS VANGUARD TECHNOLOGY   2012-09-17 2021-06-08
100 UNITS VANGUARD TECHNOLOGY   2012-09-17 2021-06-17
100 UNITS VANGUARD TECHNOLOGY   2012-09-17 2021-08-10
150 UNITS VANGUARD TECHNOLOGY   2012-09-17 2021-09-01
350 UNITS VANGUARD TECHNOLOGY   2012-09-17 2021-12-07
275 UNITS VANGUARD COMMUNICATIONS   2013-12-23 2021-06-17
300 UNITS VANGUARD COMMUNICATIONS   2013-12-23 2021-08-10
400 UNITS VANGUARD COMMUNICATIONS   2013-12-23 2021-09-01
800 UNITS VANGUARD COMMUNICATIONS   2013-12-23 2021-12-07
146.428 UNITS VANGUARD MID CAP   2021-06-15 2021-09-01
240.385 UNITS VANGUARD MID CAP   2021-06-15 2021-12-07
1,374.508 UNITS VANGUARD SMALL CAP   2012-06-15 2021-06-11
469.131 UNITS VANGUARD SMALL CAP   2009-06-23 2021-06-17
327.378 UNITS VANGUARD SMALL CAP   2012-06-15 2021-08-10
550.307 UNITS VANGUARD SMALL CAP   2009-06-23 2021-09-01
234.367 UNITS VANGUARD SMALL CAP   2009-06-23 2021-09-10
923.447 UNITS VANGUARD SMALL CAP   2012-06-15 2021-12-07
92.25 UNITS VANGUARD SMALL CAP   2012-06-15 2021-12-29
450 SHARES VISA   2010-09-01 2021-06-08
200 SHARES VISA   2010-09-01 2021-06-11
200 SHARES VISA   2010-09-01 2021-06-17
100 SHARES VISA   2010-09-01 2021-06-22
100 SHARES VISA   2010-09-01 2021-09-01
300 SHARES VISA   2010-09-01 2021-12-07
300 SHARES XILINX INC   2010-09-01 2021-08-10
150 SHARES XILINX INC   2010-09-01 2021-09-01
500 SHARES XILINX INC   2010-09-01 2021-12-07
300 SHARES ACCENTURE PLC   2008-03-28 2021-06-08
250 SHARES ACCENTURE PLC   2008-03-28 2021-06-17
100 SHARES ACCENTURE PLC   2008-03-28 2021-09-01
250 SHARES ACCENTURE PLC   2008-03-28 2021-12-07
550 SHARES MEDTRONIC PLC   2015-01-27 2021-06-08
200 SHARES MEDTRONIC PLC   2015-01-27 2021-09-01
300 SHARES MEDTRONIC PLC   2015-01-27 2021-12-07
510 SHARES CHUBB LTD   2016-01-15 2021-03-08
1,000 SHARES CHUBB LTD   2016-01-15 2021-06-08
5,690.22 SHARES COHEN & STEERS REALTY SHARES I   2012-06-15 2021-02-05
5,751.74 SHARES COHEN & STEERS REALTY SHARES I   2012-06-15 2021-02-05
5,957.92 SHARES COHEN & STEERS REALTY SHARES I   2012-06-15 2021-02-05
6,002.08 SHARES COHEN & STEERS REALTY SHARES I   2012-06-15 2021-02-05
BOBWHITE ROYALTY FUND III (1231 GAIN) P 2012-06-15 2021-06-15
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 146,795   15,288 131,507
b 190,529   19,109 171,420
c 13,309   1,274 12,035
d 13,505   1,274 12,231
e 14,632   1,274 13,358
15,441   1,274 14,167
7,115   4,676 2,439
39,090   10,240 28,850
38,510   10,240 28,270
67,693   12,800 54,893
10,000   7,219 2,781
150,000   121,061 28,939
20,266   13,597 6,669
19,196   13,597 5,599
14,364   9,352 5,012
42,709   3,185 39,524
15,000   11,279 3,721
35,328   20,396 14,932
35,389   20,396 14,993
37,538   23,795 13,743
21,991   16,366 5,625
25,000   18,329 6,671
25,000   20,237 4,763
8,953   637 8,316
22,670   5,120 17,550
22,088   5,120 16,968
63,550   6,370 57,180
65,906   6,370 59,536
41,386   24,719 16,667
42,504   7,680 34,824
160,724   26,421 134,303
143,557   21,137 122,420
61,901   7,046 54,855
32,544   3,523 29,021
46,926   5,284 41,642
100,000   57,547 42,453
50,000   23,944 26,056
42,500   20,666 21,834
25,000   12,386 12,614
60,000   29,937 30,063
10,000   10,038 -38
176,308   91,954 84,354
64,896   33,438 31,458
21,692   11,146 10,546
34,299   16,719 17,580
23,155   11,146 12,009
31,288   16,719 14,569
140,033   34,834 105,199
126,920   29,028 97,892
25,736   5,806 19,930
52,172   11,611 40,561
26,448   5,806 20,642
28,820   5,806 23,014
30,343   5,806 24,537
133,917   23,223 110,694
219,737   17,583 202,154
13,457   10,695 2,762
223,116   171,124 51,992
36,962   13,070 23,892
88,080   31,368 56,712
23,161   7,842 15,319
23,484   7,842 15,642
49,767   12,270 37,497
17,240   1,814 15,426
10,908   3,134 7,774
21,108   6,268 14,840
29,947   8,776 21,171
34,736   19,652 15,084
34,525   19,652 14,873
16,876   9,826 7,050
17,050   9,826 7,224
21,995   12,282 9,713
10,406   9,834 572
18,422   17,210 1,212
77,737   60,087 17,650
39,499   30,044 9,455
12,892   10,015 2,877
13,458   10,015 3,443
13,854   10,015 3,839
20,664   15,022 5,642
109,914   8,310 101,604
54,200   3,324 50,876
27,909   1,662 26,247
62,661   3,324 59,337
250,000   73,238 176,762
100,000   25,825 74,175
100,000   26,028 73,972
100,000   26,003 73,997
50,000   12,391 37,609
80,000   19,514 60,486
50,000   12,180 37,820
100,000   26,604 73,396
20,000   19,892 108
35,000   36,605 -1,605
91,645   26,443 65,202
31,227   7,087 24,140
63,288   14,174 49,114
64,446   14,174 50,272
103,696   21,261 82,435
129,896   36,371 93,525
93,644   23,821 69,823
92,357   22,935 69,422
89,527   21,878 67,649
9,008   2,188 6,820
84,230   19,690 64,540
47,206   10,939 36,267
72,985   14,796 58,189
13,069   11,345 1,724
25,271   22,689 2,582
131,893   26,460 105,433
38,738   7,560 31,178
41,551   7,560 33,991
64,332   11,340 52,992
159,546   26,460 133,086
38,802   22,696 16,106
43,489   24,760 18,729
60,236   33,013 27,223
108,064   66,026 42,038
45,000   40,201 4,799
75,000   65,974 9,026
150,000   33,116 116,884
50,000   9,804 40,196
35,000   7,851 27,149
60,000   11,501 48,499
25,000   4,898 20,102
100,000   21,055 78,945
10,000   4,678 5,322
104,092   7,905 96,187
47,010   3,513 43,497
46,605   3,513 43,092
23,486   1,757 21,729
22,964   1,757 21,207
62,320   5,270 57,050
44,640   7,532 37,108
23,360   3,766 19,594
111,352   12,554 98,798
84,503   8,285 76,218
71,123   6,904 64,219
33,672   2,762 30,910
92,919   6,904 86,015
66,475   40,608 25,867
26,805   14,767 12,038
33,982   22,150 11,832
88,745   56,651 32,094
168,647   111,080 57,567
    139 -139
    24 -24
    136 -136
    200 -200
12,513     12,513
97,208     97,208
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       131,507
b       171,420
c       12,035
d       12,231
e       13,358
      14,167
      2,439
      28,850
      28,270
      54,893
      2,781
      28,939
      6,669
      5,599
      5,012
      39,524
      3,721
      14,932
      14,993
      13,743
      5,625
      6,671
      4,763
      8,316
      17,550
      16,968
      57,180
      59,536
      16,667
      34,824
      134,303
      122,420
      54,855
      29,021
      41,642
      42,453
      26,056
      21,834
      12,614
      30,063
      -38
      84,354
      31,458
      10,546
      17,580
      12,009
      14,569
      105,199
      97,892
      19,930
      40,561
      20,642
      23,014
      24,537
      110,694
      202,154
      2,762
      51,992
      23,892
      56,712
      15,319
      15,642
      37,497
      15,426
      7,774
      14,840
      21,171
      15,084
      14,873
      7,050
      7,224
      9,713
      572
      1,212
      17,650
      9,455
      2,877
      3,443
      3,839
      5,642
      101,604
      50,876
      26,247
      59,337
      176,762
      74,175
      73,972
      73,997
      37,609
      60,486
      37,820
      73,396
      108
      -1,605
      65,202
      24,140
      49,114
      50,272
      82,435
      93,525
      69,823
      69,422
      67,649
      6,820
      64,540
      36,267
      58,189
      1,724
      2,582
      105,433
      31,178
      33,991
      52,992
      133,086
      16,106
      18,729
      27,223
      42,038
      4,799
      9,026
      116,884
      40,196
      27,149
      48,499
      20,102
      78,945
      5,322
      96,187
      43,497
      43,092
      21,729
      21,207
      57,050
      37,108
      19,594
      98,798
      76,218
      64,219
      30,910
      86,015
      25,867
      12,038
      11,832
      32,094
      57,567
      -139
      -24
      -136
      -200
      12,513
      97,208
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 5,867,636
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 85,382
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 85,382
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 48,227
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 85,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 133,227
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 93
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 47,752
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet47,752 RefundedBullet 11 0
Part VI-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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletPRESTON SMITH CPA Telephone no.bullet (918) 250-1040

    Located atbullet8118 EAST 63RD STTULSAOK ZIP+4bullet74133
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    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)? ......................
    1a(5)
     
    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.) ...............
    1a(6)
     
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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? .............
    5a(5)
     
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    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?
    7a
     
    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? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    THE TRUST COMPANY OF OKLAHOMA TRUSTEE
    5.00
    97,672 0 0
    6120 SOUTH YALE AVE
    TULSA,OK74136
    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...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 THE A.R. AND MARYLOUISE TANDY FOUNDATION IS A PRIVATE,NON-OPERATING FOUNDATION. IT ACCOMPLISHES ITS CHARITABLEPURPOSES SOLELY THROUGH A PROGRAM OF MAKING CHARITABLEGIFTS AND GRANTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLEACTIVITIES OR MAKE PROGRAM-RELATED INVESTMENTS. ALLADMINISTRATIVE EXPENSES WERE INCURRED IN THE ADMINISTRATIONOF INVESTMENTS, AND THEREFORE, NO EXPENSES HAVE BEEN ALLOCATED TO GRANT-MAKING ACTIVITIES. 0
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    22,697,383
    b
    Average of monthly cash balances.......................
    1b
    4,906,666
    c
    Fair market value of all other assets (see instructions)................
    1c
    22,197
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,626,246
    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
    27,626,246
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    414,394
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    27,211,852
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,360,593
    Part X
    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.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,360,593
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    85,382
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    85,382
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,275,211
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,275,211
    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 XII, line 1 ...
    7
    1,275,211
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,275,211
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 9,352,486
    b From 2017...... 2,418,678
    c From 2018...... 7,870,205
    d From 2019...... 16,217,913
    e From 2020......  
    f Total of lines 3a through e ........ 35,859,282
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,662,562
    a Applied to 2020, 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 2021 distributable amount..... 1,275,211
    e Remaining amount distributed out of corpus 2,387,351
    5 Excess distributions carryover applied to 2021. 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 38,246,633
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    9,352,486
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    28,894,147
    10 Analysis of line 9:
    a Excess from 2017.... 2,418,678
    b Excess from 2018.... 7,870,205
    c Excess from 2019.... 16,217,913
    d Excess from 2020....  
    e Excess from 2021.... 2,387,351
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MICHAEL S HOPPER EXECUTIVE VICE PRE
    6120 SOUTH YALE AVE SUITE 1900
    TULSA,OK74136
    (918) 744-0553
    bThe form in which applications should be submitted and information and materials they should include:
    THE A. R. AND MARYLOUISE TANDY FOUNDATION SUPPORTS ARTISTIC, EDUCATIONAL, CHARITABLE, RELIGIOUS AND OTHER NON-PROFIT ENTITIES WHICH ARE NOT PRIVATE FOUNDATIONS. FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. THE FOUNDATION PRIMARILY SUPPORTS ENTITIES IN THE OKLAHOMA AND MAINE AND PRINCIPALLY THOSE ENTITIES IN TULSA, OKLAHOMA AND BOOTHBAY HARBOR, MAINE REGIONS. THE ADVISORY COMMITTEE DETERMINES THE AMOUNT OF DISTRIBUTIONS TO BE MADE BY THE FOUNDATION AND THE ENTITIES WHICH ARE TO RECEIVE DISTRIBUTIONS. MEETINGS OF THE ADVISORY COMMITTEE ARE HELD ON A QUARTERLY BASIS, NORMALLY AROUND THE FIRST WEEKS OF FEBRUARY, MAY, AUGUST AND NOVEMBER. ALL REQUESTS FOR CONTRIBUTIONS SHOULD BE SUBMITTED BY THE FIRST DAY OF JANUARY, APRIL, JULY AND OCTOBER. REQUESTS FOR CONTRIBUTIONS MUST BE IN WRITING. NO PRESCRIBED FORM IS REQUIRED BUT THE INFORMATION SHOULD INCLUDE THE IRS EXEMPTION LETTER OF THE ORGANIZATION AND A DESCRIPTION OF THE PROJECT FOR WHICH THE CONTRIBUTION IS REQUESTED. THE ADVISORY COMMI
    cAny submission deadlines:
    SEE ABOVE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    TELEPHONE REQUESTS ARE NOT ACCEPTED.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMER'S ASSOCIATION
    2448 E 81ST STREET
    TULSA,OK74137
    NONE PUBLIC ANNUAL FUND 7,500
    AMERICAN CANCER SOCIETY
    4110 S 100TH E AVE
    TULSA,OK74146
    NONE PUBLIC GENERAL FUND 4,100
    AMERICAN RED CROSS
    10151 E 11TH STREET
    TULSA,OK74128
    NONE PUBLIC GENERAL FUND 4,100
    AMERICAN RED CROSS
    16 COMMUNITY WAY
    TOPSHAM,ME04086
    NONE PUBLIC GENERAL FUND 4,100
    BIGELOW LABORATORY FOR OCEAN SCIENC
    60 BIGELOW DRIVE
    EAST BOOTHBAY,ME04544
    NONE PUBLIC COMPREHENSIVE CAMPAIGN 1,904,000
    BOOTHBAY HARBOR CONGREGATIONAL CHUR
    125 TOWNSEND AVENUE
    BOOTHBAY HARBOR,ME04538
    NONE PUBLIC GENERAL FUND 2,100
    BOOTHBAY REGION AMBULANCE
    PO BOX 280
    BOOTHBAY,ME04537
    NONE PUBLIC GENERAL FUND 1,950
    BOOTHBAY REGION LAND TRUST
    137 TOWNSEND AVE
    BOOTHBAY HARBOR,ME04538
    NONE PUBLIC ENDOWMENT SUPPORT 1,500
    BOOTHBAY REGION STUDENT AID FUND
    P O BOX 293
    BOOTHBAY HARBOR,ME04538
    NONE PUBLIC SCHOLARSHIP 1,300
    BOOTHBAY REGION YMCA
    PO BOX 500
    BOOTHBAY HARBOR,ME04538
    NONE I ANNUAL FUND DRIVE 4,000
    BOOTHBAY REGIONAL HIGH SCHOOL
    236 TOWNSEND AVE
    BOOTHBAY HARBOR,ME04538
    NONE PUBLIC GENERAL FUND 3,300
    CENTER FOR MAINE CONTEMPORARY ART
    PO BOX 147
    ROCKPORT,ME04856
    NONE PUBLIC ADVANCEMENT OF ART EDUCATION 2,100
    COASTAL MAINE BOTANICAL GARDEN
    132 BOTANICAL GARDENS DRIVE
    BOOTHBAY HARBOR,ME04537
    NONE PUBLIC ANNUAL FUND 3,400
    CONNECTICUT COLLEGE FUND
    270 MOHEGAN AVENUE
    NEW LONDON,CT06320
    NONE PUBLIC ANNUAL FUND 6,300
    EMERGENCY INFANT SERVICES
    222 S HOUSTON AVE
    TULSA,OK74127
    NONE PUBLIC GENERAL FUND 2,100
    FARNSWORTH MUSEUM OF ART
    16 MUSEUM STREET
    ROCKLAND,ME04841
    NONE PVT OP ANNUAL FUND 1,600
    FIT FIRST RESPONDERS
    8177 S HARVARD AVE 420
    TULSA,OK74137
    NONE PUBLIC GENERAL FUND 1,900
    FIVER FOUNDATION
    519 8TH AVENUE 24
    NEW YORK,NY10018
    NONE PUBLIC ANNUAL FUND 850
    HOLLAND HALL SCHOOL
    5666 EAST 81ST STREET
    TULSA,OK74137
    NONE PVT OP ANNUAL FUND 1,500
    HONOR BUNKER INC
    6365 E 41ST STREET
    TULSA,OK74135
    NONE PUBLIC GENERAL FUND 1,700
    MAINE HISTORICAL SOCIETY
    489 CONGRESS STREET
    PORTLAND,ME04101
    NONE PUBLIC ANNUAL FUND 850
    MAINE MARITIME MUSEUM
    243 WASHINGTON STREET
    BATH,ME04530
    NONE PUBLIC GENERAL FUND 800
    MAINE PUBLIC BROADCASTING NETWORK
    1450 LISBON STREET
    LEWISTON,ME04240
    NONE PUBLIC PUBLIC TELEVISION, GENERAL FUND 850
    MAINE STATE MUSEUM
    83 STATE HOUSE STATION
    AUGUSTA,ME04333
    NONE PUBLIC EDUCATION PROJECTS 850
    MAINE STATE MUSIC THEATER
    22 ELM STREET
    BRUNSWICK,ME04011
    NONE PVT OP CAPITAL CAMPAIGN 850
    OKLAHOMA METHODIST MANOR
    4134 E 31ST ST
    TULSA,OK74135
    NONE PVT OP CAPITAL CAMPAIGN 5,700
    OPERA HOUSE AT BOOTHBAY HARBOR
    PO BOX 800
    BOOTHBAY HARBOR,ME04538
    NONE PUBLIC GENERAL FUND 1,600
    PHILBROOK MUSEUM OF ART
    PO BOX 52510
    TULSA,OK74152
    NONE PRIVATE ANNUAL FUND 3,300
    PORTLAND MUSEUM OF ART
    SEVEN CONGRESS SQUARE
    PORTLAND,ME04101
    NONE PVT OP GENERAL FUND 1,600
    SOUTHPORT FIRE DEPARTMENT
    P O BOX 149
    SOUTHPORT,ME04576
    NONE PUBLIC EQUIPMENT CARE 2,100
    SOUTHPORT HISTORICAL SOCIETY
    P O BOX 3
    SOUTHPORT,ME04576
    NONE PUBLIC GENERAL FUND 1,600
    SOUTHPORT UNITED METH CHURCH
    PO BOX 143
    SOUTHPORT,ME04576
    NONE PUBLIC GENERAL FUND 18,300
    THE UNIVERSITY OF TULSA
    800 SOUTH TUCKER DRIVE
    TULSA,OK74104
    NONE PUBLIC ANNUAL FUND 14,100
    TULSA AREA UNITED WAY
    P O BOX 1859
    TULSA,OK74101
    NONE PUBLIC GENERAL FUND 4,100
    TULSA HISTORICAL SOCIETY
    2445 SOUTH PEORIA
    TULSA,OK74114
    NONE PUBLIC BUILDING FUND 1,600
    TULSA SYMPHONY ORCHESTRA
    111 EAST 1ST STREET
    TULSA,OK74103
    NONE PUBLIC GENERAL FUND 2,700
    UNIVERSITY OF MAINE
    40 HARLOW STREET
    BANGOR,ME04401
    NONE PUBLIC MUSEUM OF ART 12,300
    THE PENCIL BOX
    2002 E 6TH STREET
    TULSA,OK74135
    NONE PUBLIC CAPITAL CAMPAIGN 750,000
    ZILLMAN ART MUSEUM
    40 HARLOW STREET
    BANGOR,ME04401
    NONE PUBLIC GENERAL FUND 25,000
    TOWN COUNTRY SCHOOL
    8906 E 34TH STREET
    TULSA,OK74145
    NONE PUBLIC GENERAL FUND 15,762
    CATHOLIC CHARITIES
    PO BOX 58046
    TULSA,OK74158
    NONE PUBLIC GENERAL FUND 814,200
    TULSA OPERA
    1610 S BOULDER AVE
    TULSA,OK74119
    NONE PUBLIC CAPITAL CAMPAIGN 25,000
    Total .................................bullet 3a 3,662,562
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    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 5,867,636  
    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 6,256,038 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,256,038
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PRESTON SMITH, CPA 12,909 12,909   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PIMCO TOTAL RETURN INSTITUTIONAL 3,445,842 3,296,318
    VANGUARD ADMIRAL SHORT TERM INV GRADE 10,139,906 10,173,349

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE LTD. 11,047 165,820
    APPLE INC 10,192 142,056
    CHEVRON CORPORATION 81,582 140,820
    CITIGROUP INC 86,505 111,722
    COHEN & STEERS REALTY 84,389 119,844
    COSTCO WHOLESALE 35,839 198,695
    DANAHER CORP 26,421 246,758
    DODGE & COX INTERNATIONAL STOCK 151,028 295,057
    HONEYWELL INTL 78,021 145,957
    MEDTRONIC PLC 110,750 155,175
    MICROSOFT CORP 29,028 168,160
    PEPSICO INC. 17,274 173,710
    SELECT SPDR ETF - UTILITIES 90,131 128,844
    SPDR MATERIALS SECTOR ETF 79,663 122,324
    THERMO FISHER SCIENTIFIC 11,634 233,534
    VANGUARD ADMIRAL INT'L GROWTH 238,577 549,894
    VANGUARD CONSUMER DISCRETIONARY ETF 105,612 510,990
    VANGUARD FINANCIALS ETF 70,631 362,138
    VANGUARD INFO TECHNOLOGY ETF 83,160 503,987
    VANGUARD SIGNAL SMALL CAP INDEX 98,320 477,395
    VANGUARD TELECOMMUNICATION ETF 288,863 474,460
    VISA INC CL A 14,054 173,368
    XILINX 23,852 201,429
    RAYTHEON TECHNOLOGIES CORP 40,118 137,696
    FIDELITY EMERGING MARKETS INDEX 91,728 84,253
    SPDR INDUSTRIAL SECTOR ETF 90,967 97,874
    VANGUARD EMERGING MARKETS STOCK INDEX 147,709 139,321
    VANGUARD HEALTH CARE 79,413 93,247
    VANGUARD MID-CAP INDEX 298,429 343,380

    TY 2021 InvestmentsOtherSchedule2
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BOBWHITE ROYALTY FUNDS III, LP AT COST 2 2
    HC ROYALTY PARTNERSHIP FMV 22,243 22,243
    MINERAL INTEREST FMV 22 22
    ROYALTY INTEREST FMV 16 16

    TY 2021 OtherDecreasesSchedule
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Description Amount
    RETURN OF PARTNERSHIP CAPITAL 17,974


    TY 2021 OtherIncomeSchedule2
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME FROM K-1 4,919 4,919 4,919
    OIL AND GAS ROYALTIES 3,714 3,714 3,714
    MISCELLANEOUS INCOME 4,416 4,416 4,416


    TY 2021 TaxesSchedule
    Name:
    A R AND MARYLOUISE TANDY FOUNDATION
    EIN:
    73-1254985
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 38,981 0   0
    FOREIGN TAX 2,855 2,855   0