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
KIRKPATRICK FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1001 WEST WILSHIRE BLVD 4TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73116
A Employer identification number

73-0701736
B Telephone number (see instructions)

(405) 608-0934
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$96,490,053
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... 1,403,340 1,403,340  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,243,356
b Gross sales price for all assets on line 6a 5,601,740
7 Capital gain net income (from Part IV, line 2)... 2,243,356
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)....... 406,748 406,748  
12 Total. Add lines 1 through 11........ 4,053,444 4,053,444  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 204,996 30,749   174,247
14 Other employee salaries and wages...... 232,228 16,372   213,550
15 Pension plans, employee benefits....... 212,496 25,216   187,279
16a Legal fees (attach schedule)......... 563 0   563
b Accounting fees (attach schedule)....... 38,423 19,212   18,949
c Other professional fees (attach schedule).... 218,188 214,803   3,385
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 119,761 58,261   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 5,270 2,635   2,618
21 Travel, conferences, and meetings....... 7,105 3,553   3,553
22 Printing and publications.......... 1,669 0   1,669
23 Other expenses (attach schedule)....... 904,464 78,340   764,938
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,945,163 449,141   1,370,751
25 Contributions, gifts, grants paid....... 2,910,502 2,909,502
26 Total expenses and disbursements. Add lines 24 and 25 4,855,665 449,141   4,280,253
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -802,221
b Net investment income (if negative, enter -0-) 3,604,303
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............. 25,059 408,340 408,340
2 Savings and temporary cash investments......... 13,269,472 12,659,062 12,659,062
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   145,999    
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) 506,670 0 0
b Investments—corporate stock (attach schedule)....... 61,612,661 Click to see attachment76,291,693 76,291,693
c Investments—corporate bonds (attach schedule)....... 6,317,581 Click to see attachment6,252,395 6,252,395
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet123,085
Less: accumulated depreciation (attach schedule) bullet123,085      
15 Other assets (describe bullet) Click to see attachment62,281 Click to see attachment193,774 Click to see attachment878,563
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 81,939,723 95,805,264 96,490,053
Liabilities 17 Accounts payable and accrued expenses.......... 22,187 185,351
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)......... 22,187 185,351
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........... 81,917,536 95,619,913
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........    
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)..... 81,917,536 95,619,913
30 Total liabilities and net assets/fund balances (see instructions). 81,939,723 95,805,264
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
81,917,536
2
Enter amount from Part I, line 27a .....................
2
-802,221
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
14,504,598
4
Add lines 1, 2, and 3 ..........................
4
95,619,913
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
95,619,913
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 PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,601,740   3,358,384 2,243,356
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       2,243,356
b
c
d
e
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 2,243,356
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 50,100
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 50,100
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 50,282
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 65,282
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 15,182
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet15,182 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 addressbulletWWW.KIRKPATRICKFOUNDATION.COM
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (405) 608-0934

    Located atbullet1001 WEST WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK ZIP+4bullet73116
    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)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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
     
    No
    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)
    Yes
     
    (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
    Yes
     
    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
    CHRISTIAN K KEESEE CHAIRMAN
    1.00
    0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    ROBERT CLEMENTS PAST PRESIDENT
    1.00
    0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    REBECCA MCCUBBIN PRESIDENT
    1.00
    0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    LOUISA MCCUNE EXECUTIVE DIRECTOR
    40.00
    204,996 32,929 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    MAX WEITZENHOFFER VICE PRESIDENT
    1.00
    0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    GEORGE RECORDS TRUSTEE
    1.00
    0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    GLENNA TANENBAUM SECRETARY
    1.00
    0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    LIZ EICKMAN ADVISOR
    1.00
    0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    DAVID F GRIFFIN TREASURER
    1.00
    0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    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
    KELLY BURLEY PROGRAM OFFICER
    40.00
    91,353 12,565 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    KATHY E MCCORD OFFICE MANAGER
    40.00
    66,791 11,516 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    ALANA SALISBURY MANAGING EDITOR AT A
    40.00
    58,947 16,938 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    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
    UNITED CAPITAL FINANCIAL ADVISERS INVESTMENT MANAGEMENT 122,880
    620 NEWPORT CENTER DRIVE SUITE 500
    NEWPORT BEACH,CA92660
    FACTOR 110 EVENT PLANNING 101,290
    3421 N WALNUT
    OKLAHOMA CITY,OK73105
    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 ARTDESK IS A FREE, QUARTERLY PUBLICATION DEVOTED TO CONTEMPORARY ART, PERFORMANCE AND THOUGHT. ITS MISSION IS TO INFORM READERS ABOUT REGIONAL AND NATIONAL EVENTS, EXHIBITIONS, EDUCATION, AND PROMOTE CREATIVE LITERACY AND APPRECIATION. THIS PUBLICATION IS DISTRIBUTED WIDELY ACROSS OKLAHOMA, TEXAS, AND COLORADO. THE MAGAZINE PRINTS MORE THAN 82,000 COPIES OF EVERY ISSUE. WITH EACH ISSUE, 40,000 COPIES ARE INSERTED INTO A WEEKLY EDITION OF THE OKLAHOMAN AND A SUNDAY EDITION OF THE NEW YORK TIMES. 4,100 COPIES ARE DISTRIBUTED TO EVERY MIDDLE SCHOOL AND HIGH SCHOOL VISUAL ARTS DEPARTMENT IN OKLAHOMA CITY PUBLIC SCHOOLS AND MORE THAN 2,500 ARE MAILED TO ALL 50 STATES AND 6 FOREIGN COUNTRIES. PUBLISHED BY THE KIRKPATRICK FOUNDATION, ARTDESK WILL CONTINUE ITS MISSION TO EDUCATE THE REGION ON THE CONTEMPORARY ARTS. 474,954
    2 SAFE & HUMANE IS KIRKPATRICK FOUNDATION'S TWENTY-YEAR INITIATIVE TO MAKE OKLAHOMA THE SAFEST AND MOST HUMANE PLACE TO BE AN ANIMAL BY THE YEAR 2032. THE FOUNDATION'S APPROACH IS TO CONVENE, HONOR, PROMOTE, FUND, RESEARCH, AND PUBLISH EFFORTS TO IMPROVE THE LIVES OF OKLAHOMA ANIMALS AND THE PEOPLE WHO CARE FOR THEM. THE FOUNDATION BELIEVES THAT BY MINIMIZING ANIMAL SUFFERING AND ELEVATING THE STANDARDS OF CARE, TREATMENT, AND WELFARE FOR ALL OKLAHOMA ANIMALS, THE CONDITION OF ALL OKLAHOMA CITIZENS WILL BE GREATLY IMPROVED. A KEY ELEMENT OF THE SAFE & HUMANE INITIATIVE IS THE TRIENNIAL ANIMAL CONFERENCE (HELD IN 2015, 2018, AND MOST RECENTLY ON AUGUST 27-28, 2021). 400,776
    3 KIRKPATRICK FOUNDATION HAS OTHER SMALLER PHILANTHROPIC PROGRAMS THAT ARE EITHER SHORT-LIVED OR NOT YET FULLY DEVELOPED, INCLUDING THE PROPERTY AT THE OKLAHOMA STATE FAIRGROUNDS (LEASED TO OKLAHOMA CHILDREN'S THEATRE) AND A STUDENT JOURNALISM PROGRAM IN THE EARLY STAGES. 111,432
    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
    81,523,186
    b
    Average of monthly cash balances.......................
    1b
    10,532,576
    c
    Fair market value of all other assets (see instructions)................
    1c
    848,563
    d
    Total (add lines 1a, b, and c).........................
    1d
    92,904,325
    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
    92,904,325
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,393,565
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    91,510,760
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,575,538
    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
    4,575,538
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    50,100
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    50,100
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,525,438
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,525,438
    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
    4,525,438
    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 4,525,438
    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......  
    b From 2017......  
    c From 2018...... 32,910
    d From 2019......  
    e From 2020...... 54,285
    f Total of lines 3a through e ........ 87,195
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,280,253
    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..... 4,280,253
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 87,195 87,195
    (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 0
    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 ..........
    157,990
    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) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    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:
    LOUISA MCCUNE
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    (405) 608-0934
    LOUISA@KIRKPATRICKFOUNDATION.COM
    bThe form in which applications should be submitted and information and materials they should include:
    THE APPLICATION SHOULD BE FILLED OUT ONLINE AT HTTP://KIRKPATRICKFOUNDATION.COM/APPLY-FOR-A-GRANT. SMALL GRANT APPLICATIONS HAVE NO SPECIFIC DEADLINE, BUT PLEASE ALLOW 30-45 DAYS FOR CONSIDERATION.
    cAny submission deadlines:
    DEADLINES ARE JUNE 1 AND DECEMBER 1 FOR LETTERS OF INQUIRY FOR REQUESTS OVER $10,000.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANT PROPOSALS ARE CONSIDERED ONLY FROM ELIGIBLE ORGANIZATIONS WHO: - CURRENTLY QUALIFY AS A 501(C)(3) NONPROFIT ORGANIZATION ACCORDING TO THE INTERNAL REVENUE CODE. - SERVE CENTRAL OKLAHOMA, PRIMARILY THE OKLAHOMA CITY METROPOLITAN AREA, OKLAHOMA COUNTY AND SURROUNDING COUNTIES AND COMMUNITIES. - MAINTAIN CURRENT FINANCIAL RECORDS, PROVIDING A COPY OF THE OPERATIONAL BUDGET AND A STATEMENT OF FINANCIAL POSITION. - HAVE A WORKING BOARD OF DIRECTORS, AS WELL AS MANAGEMENT, GOVERNANCE, AND ACCOUNTABILITY STRUCTURES IN PLACE - PROVIDE A LIST OF BOARD MEMEBERS AND THEIR AFFILIATION - DEMONSTRATE 100 PERCENT BOARD-MEMBER GIVING; PROVIDE A THREE-YEAR STRATEGIC PLAN WE DO NOT FUND: - INDIVIDUALS - LOBBYING ORGANIZATIONS - MEDICAL AND/OR HEALTH-RELATED CAUSES - SOCIAL SERVICES - ATHLETIC PROGRAMS - CAPITAL CAMPAIGNS - ENDOWMENTS - MULTI-YEAR PROJECTS - INDIRECT COSTS
    Form 990-PF (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
    3RD ACT THEATRE COMPANY
    12040 N MAY AVE
    OKLAHOMA CITY,OK73120
    NONE PC GENERAL SUPPORT 3,500
    A TO Z PRODUCTIONS INC
    PO BOX 1062
    NORMAN,OK73070
    NONE PC GENERAL SUPPORT 7,500
    ALLIANCE FOR JUSTICE
    11 DUPONT CIRCLE NW SUITE 500
    WASHINGTON,DC20036
    NONE PC GENERAL SUPPORT 10,000
    AMERICAN ASSOCIATION OF ZOO VETERINARIANS
    581705 WHITE OAK RD
    YULEE,FL32097
    NONE PC GENERAL SUPPORT 5,000
    ANIMAL GRANTMAKERS INC
    1706 LOWER ELWHA ROAD
    PORT ANGELES,WA98363
    NONE PC GENERAL SUPPORT 5,000
    BETA OMICRON SIGMA INC
    7220 PAXTON PLACE
    SPENCER,OK73084
    NONE PC GENERAL SUPPORT 2,500
    BLAZE'S TRIBUTE EQUINE RESCUE INC
    21701 E BRITTON RD
    HARRAH,OK73045
    NONE PC GENERAL SUPPORT 10,000
    CENTER FOR DEMOCRATIC AND ENVIRONMENTAL RIGHTS
    1320 N HOLLIS ST
    SPOKANE,WA99201
    NONE PC GENERAL SUPPORT 10,000
    CENTRAL OKLAHOMA DANCE COMPANY
    PO BOX 382
    NORMAN,OK73070
    NONE PC GENERAL SUPPORT 2,500
    CHISHOLM TRAIL HERITAGE CENTER ASSOCIATION
    1001 CHISHOLM TRAIL PKWY
    DUNCAN,OK73534
    NONE PC GENERAL SUPPORT 9,000
    CHISHOLM TRAIL HISTORICAL PRESERVATION SOCIETY
    1001 GARTH BROOKS BLVD
    YUKON,OK73099
    NONE PC GENERAL SUPPORT 1,500
    CIMARRON CIRCUIT OPERA COMPANY
    PO BOX 1085
    NORMAN,OK73070
    NONE PC GENERAL SUPPORT 19,600
    COLORADO REPTILE HUMANE SOCIETY
    159 BLUEBIRD LN
    CHAFFEE,MO63740
    NONE PC GENERAL SUPPORT 10,000
    CRISTO REY OKLAHOMA CITY CATHOLIC HIGH SCHOOL INC
    900 N PORTLAND AVE
    OKLAHOMA CITY,OK73107
    NONE PC GENERAL SUPPORT 20,000
    CROSSROADS YOUTH AND FAMILY SERVICES INC
    1333 W MAIN
    NORMAN,OK73069
    NONE PC GENERAL SUPPORT 10,000
    DOVE SCHOOLS INC
    9212 N KELLEY AVE
    OKLAHOMA CITY,OK73131
    NONE PC GENERAL SUPPORT 10,000
    EDMOND HISTORICAL SOCIETY
    431 S BLVD
    EDMOND,OK73034
    NONE PC GENERAL SUPPORT 6,000
    EDUCATIONAL THEATRE ASSOCIATION
    4805 MONTGOMERY RD STE 400
    CINCINNATI,OH45212
    NONE PC GENERAL SUPPORT 2,000
    EL SISTEMA OKLAHOMA
    3220 QUAIL SPRINGS PKWY
    OKLAHOMA CITY,OK73134
    NONE PC GENERAL SUPPORT 40,000
    ENID SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    1116 OVERLAND TRAIL
    ENID,OK73703
    NONE PC GENERAL SUPPORT 25,000
    FOOLPROOF FOUNDATION INC
    516 DELANNOY AVE
    COCOA,FL32922
    NONE PC GENERAL SUPPORT 2,000
    FRIENDS OF THE OKLAHOMA CENTER FOR THE BOOK
    200 NE 18TH STREET
    OKLAHOMA CITY,OK73105
    NONE PC GENERAL SUPPORT 5,800
    FRIENDS OF THE OKLAHOMA HISTORY CENTER INC
    800 NAZIH ZUHDI DR
    OKLAHOMA CITY,OK73102
    NONE PC GENERAL SUPPORT 10,000
    FRONTIER MEDIA GROUP
    2121 E 26TH PL
    TULSA,OK74114
    NONE PC GENERAL SUPPORT 10,000
    GENERATION CITIZEN INC
    312 NE 28TH STE 105
    OKLAHOMA CITY,OK73105
    NONE PC GENERAL SUPPORT 20,000
    GIRL SCOUTS OF EASTERN OKLAHOMA
    4810 S 129TH E AVE
    TULSA,OK74134
    NONE PC GENERAL SUPPORT 500
    GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA INC
    316 S BLACKWELDER AVE
    OKLAHOMA CITY,OK73108
    NONE PC GENERAL SUPPORT 10,000
    HUMAN COMMUNITY NETWORK
    10609 REGENT
    OKLAHOMA CITY,OK73162
    NONE PC GENERAL SUPPORT 10,000
    JAZZ IN JUNE INC
    PO BOX 2356
    NORMAN,OK73070
    NONE PC GENERAL SUPPORT 10,000
    KARNER BLUE CENTER FOR A HUMANE ECONOMY
    PO BOX 30845
    BETHESDA,MD20824
    NONE PC GENERAL SUPPORT 350,000
    LEAGUE OF WOMEN VOTERS OF OKLAHOMA
    720 W WILSHIRE BLVD STE 101-1
    OKLAHOMA CITY,OK73116
    NONE PC GENERAL SUPPORT 135,000
    LIBRARY ENDOWMENT TRUST OF THE METROPOLITAN LIBRARY SYSTEM OF OK COUNTY
    300 PARK AVE
    OKLAHOMA CITY,OK73102
    NONE PC GENERAL SUPPORT 43,000
    LILYFIELD INC
    501 E 15TH ST UNIT 400A
    EDMOND,OK73013
    NONE PC GENERAL SUPPORT 7,500
    LIVE FROM CAIN'S INC
    1421 E 19TH STREET
    TULSA,OK74120
    NONE PC GENERAL SUPPORT 1,000
    LOCAL ENVIRONMENTAL ACTION DEMAND AGENCY INC
    223 A STREET SE
    MIAMI,OK74354
    NONE PC GENERAL SUPPORT 20,000
    LOCAL MEDIA FOUNDATION
    PO BOX 450
    LAKE CITY,MI49651
    NONE PC GENERAL SUPPORT 20,000
    METROPOLITAN SCHOOL OF DANCE INC
    600 N HIGH AVE
    OKLAHOMA CITY,OK73117
    NONE PC GENERAL SUPPORT 9,000
    MILITARY WORKING DOG TEAM SUPPORT ASSOCIATION INC
    575 JACK PAGE LANE
    CANTON,GA30115
    NONE PC GENERAL SUPPORT 250
    NAMRON PLAYERS THEATRE INC
    PO BOX 2356
    NORMAN,OK73070
    NONE PC GENERAL SUPPORT 4,000
    NATIONAL INVENTORS HALL OF FAME INC
    3701 HIGHLAND PARK NW
    NORTH CANTON,OH44720
    NONE PC GENERAL SUPPORT 5,170
    NORMAN ARTS AND HUMANITIES COUNCIL
    122 E MAIN ST
    NORMAN,OK73069
    NONE PC GENERAL SUPPORT 20,000
    OK MOZART INC
    PO BOX 2344
    BARTLESVILLE,OK74005
    NONE PC GENERAL SUPPORT 5,000
    OKLAHOMA ASSOCIATION FOR ENVIRONMENTAL EDUCATION
    PO BOX 2382
    STILLWATER,OK74076
    NONE PC GENERAL SUPPORT 10,000
    OKLAHOMA CENTER FOR NONPROFITS
    720 W WILSHIRE STE 115
    OKLAHOMA CITY,OK73116
    NONE PC GENERAL SUPPORT 90
    OKLAHOMA CITY COMMUNITY COLLEGE FOUNDATION
    7777 S MAY AVE
    OKLAHOMA CITY,OK73159
    NONE PC GENERAL SUPPORT 25,000
    OKLAHOMA CITY COMMUNITY FOUNDATION
    PO BOX 1146
    OKLAHOMA CITY,OK73101
    NONE PC GENERAL SUPPORT 1,290,000
    OKLAHOMA CITY TOWN HALL
    PO BOX 20632
    OKLAHOMA CITY,OK73156
    NONE PC GENERAL SUPPORT 2,500
    OKLAHOMA FOUNDATION FOR EXCELLENCE
    101 PARK AVE NO 420
    OKLAHOMA CITY,OK73102
    NONE PC GENERAL SUPPORT 10,000
    OKLAHOMA HUMANE SOCIETY
    PO BOX 18471
    OKLAHOMA CITY,OK73154
    NONE PC GENERAL SUPPORT 79,500
    OKLAHOMA MUSIC EDUCATORS ASSOCIATION
    636 S BACONE ST
    MUSKOGEE,OK74403
    NONE PC GENERAL SUPPORT 10,000
    OKLAHOMA PHILHARMONIC SOCIETY INC
    424 COLCORD DR STE B
    OKLAHOMA CITY,OK73102
    NONE PC GENERAL SUPPORT 60,000
    OKLAHOMA SCHOOL OF SCIENCE & MATHEMATICS
    1141 N LINCOLN BLVD
    OKLAHOMA CITY,OK73140
    NONE PC GENERAL SUPPORT 20,000
    OKLAHOMA STATE UNIVERSITY FOUNDATION
    400 S MONROE ST
    STILLWATER,OK74074
    NONE PC GENERAL SUPPORT 60,000
    OKLAHOMA SUSTAINABILITY NETWORK ASSOCIATION
    2550 NW 17TH
    OKLAHOMA CITY,OK73107
    NONE PC GENERAL SUPPORT 10,000
    PET FOOD PANTRY OF OKLAHOMA CITY INC
    PO BOX 57678
    OKLAHOMA CITY,OK73157
    NONE PC GENERAL SUPPORT 5,000
    PETS HELPING PEOPLE
    2234 E 56TH PLACE
    TULSA,OK74105
    NONE PC GENERAL SUPPORT 6,400
    PIEDMONT PUBLIC SCHOOLS EDUCATION FOUNDATION
    PO BOX 654
    PIEDMONT,OK73078
    NONE PC GENERAL SUPPORT 8,000
    POLLARD THEATRE COMPANY
    PO BOX 38
    GUTHRIE,OK73044
    NONE PC GENERAL SUPPORT 35,000
    PRAIRIE DANCE THEATRE INC
    6608 N WESTERN AVE 1135
    OKLAHOMA CITY,OK73116
    NONE PC GENERAL SUPPORT 5,000
    R A C E DANCE COMPANY
    515 HARRIER HAWK
    EDMOND,OK73003
    NONE PC GENERAL SUPPORT 5,000
    REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS
    1156 15TH STREET NW NO 1020
    WASHINGTON,DC20005
    NONE PC GENERAL SUPPORT 10,000
    SALVATION ARMY OF CENTRAL OKLAHOMA
    1001 N PENNSYLVANIA AVE
    OKLAHOMA CITY,OK73107
    NONE PC GENERAL SUPPORT 10,000
    SAVANNAH STATION THERAPEUTIC RIDING PROGRAM INC
    PO BOX 852084
    YUKON,OK73085
    NONE PC GENERAL SUPPORT 8,000
    SAVE THE ILLINOIS RIVER INC
    24369 E 757 RD
    TAHLEQUAH,OK74464
    NONE PC GENERAL SUPPORT 10,000
    SCISSORTAIL PRODUCTIONS INC
    410 MERKLE DR
    NORMAN,OK73069
    NONE PC GENERAL SUPPORT 3,500
    SIERRA CLUB FOUNDATION
    2101 WEBSTER ST STE 1250
    OAKLAND,CA94612
    NONE PC GENERAL SUPPORT 10,000
    SMART START CENTRAL OKLAHOMA
    PO BOX 21505
    OKLAHOMA CITY,OK73156
    NONE PC GENERAL SUPPORT 30,000
    SPRING CREEK COALITION
    2434 E 56TH PL
    TULSA,OK74105
    NONE PC GENERAL SUPPORT 18,718
    SR3 SEALIFE RESPONSE REHABILITATION AND RESEARCH
    2003 S 216TH ST 98811
    DES MOINES,WA98198
    NONE PC GENERAL SUPPORT 10,000
    THE NATURE CONSERVANCY
    4245 FAIRFAX DR
    ARLINGTON,VA22203
    NONE PC GENERAL SUPPORT 95,000
    THE OSCAR JACOBSON FOUNDATION
    609 CHAUTAUQUA
    NORMAN,OK73069
    NONE PC GENERAL SUPPORT 1,500
    THOROUGHBRED ATHLETES INC
    2851 S MIDWEST BLVD
    GUTHRIE,OK73044
    NONE PC GENERAL SUPPORT 5,000
    TULSA COMMUNITY FOUNDATION
    7030 S YALE STE 600
    TULSA,OK74136
    NONE PC GENERAL SUPPORT 25,000
    UNITED WAY OF CENTRAL OKLAHOMA
    1444 NW 28TH STREET
    OKLAHOMA CITY,OK73106
    NONE PC GENERAL SUPPORT 1,000
    UNIVERSITY OF OKLAHOMA FOUNDATION INC
    100 W TIMBERDELL RD RM 1
    NORMAN,OK73019
    NONE PC GENERAL SUPPORT 23,102
    UNIVERSITY OF SCIENCE AND ARTS OF OK FDN INC
    1727 W ALABAMA
    CHICKASHA,OK73018
    NONE PC GENERAL SUPPORT 50,000
    WATERKEEPER ALLIANCE INC
    180 MAIDEN LANE NO 603
    NEW YORK,NY10038
    NONE PC GENERAL SUPPORT 10,000
    WATONGA COMMUNITY THEATRE INC
    115 E MAIN ST
    WATONGA,OK73772
    NONE PC GENERAL SUPPORT 5,872
    WILDCARE FOUNDATION
    7601 84TH ST
    NOBLE,OK73068
    NONE PC GENERAL SUPPORT 9,000
    WILSON ARTS INC
    307 NW 17TH ST
    OKLAHOMA CITY,OK73103
    NONE PC GENERAL SUPPORT 25,000
    Total .................................bullet 3a 2,909,502
    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 2,243,356  
    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 4,053,444 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,053,444
    (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:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 38,423 19,212   18,949

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN EXPRESS CO DTD (500,000 8/3/23 3.7%) 521,320 521,320
    APPLE INC DTD 02/09/2015 2.15% DUE 02/09/2022 500,895 500,895
    APPLE INC DTD 05/03/2013 2.40% DUE 05/03/2023 511,925 511,925
    BANK OF AMERICA CORP DTD (500000 7/24/23 4.1%) 525,585 525,585
    BANK ONE MICHIGAN DTD 11/03/1994 8.25% 11/01/2024 237,102 237,102
    EXXON MOBIL CORPORATION DTD 03/06/15 2.397% DUE 03/06/2022 500,030 500,030
    GENERAL ELECTRIC CO. DTD 10/09/12 2.700% DUE 10/09/22 507,785 507,785
    MERCK & CO INC DTD 02/10/15 2.350% DUE 02/10/22 501,140 501,140
    MICROSOFT CORP DTD 02/12/15 2.375% DUE 02/12/22 500,205 500,205
    OKLAHOMA G&E CO. DTD 08/17/18 3.800% DUE 08/15/28 549,495 549,495
    PNC FINANCIAL SERVICES DTD ( 500000 1/9/22 2.85%) 509,395 509,395
    QUALCOMM INC DTD 05/20/15 3.450% DUE 05/20/25 266,408 266,408
    STATE STREET CORP DTD (500,000 06/15/26 7.35%) 621,110 621,110

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 1,238,512 1,238,512
    ABBVIE INC. 1,212,101 1,212,101
    ACCENTURE PLC-CL A 1,865,475 1,865,475
    AECOM 340,340 340,340
    ALIGN TECHNOLOGY INC. 985,770 985,770
    ALPHABET INC-CL A 1,013,964 1,013,964
    ALPHABET INC-CL C 3,845,581 3,845,581
    AMAZON COMPANY, INC 333,434 333,434
    APPLE COMPUTER INC 4,492,521 4,492,521
    APTIV PLC 692,790 692,790
    AT&T INC 147,600 147,600
    CARMAX INC 1,497,645 1,497,645
    CHEVRON CORP 352,050 352,050
    CIGNA CORP 212,178 212,178
    CISCO SYSTEMS INC 1,267,400 1,267,400
    CLEARWAY ENERGY INC-C 216,180 216,180
    CME GROUP INC 1,484,990 1,484,990
    COMCAST CORP CLASS A 714,686 714,686
    CONOCOPHILLIPS 180,450 180,450
    DIAGEO SPONSORED ADR NEW 242,154 242,154
    DISNEY CO, WALT 1,293,332 1,293,332
    EMERSON ELECTRIC CO 911,106 911,106
    EXXON MOBIL CORP 336,545 336,545
    FISERV 529,329 529,329
    GLAXOSMITHKLINE PLC 220,500 220,500
    HUMANA INC 440,667 440,667
    IHS MARKIT LTD 1,682,883 1,682,883
    ILLINOIS TOOLS WORKS INC 1,999,080 1,999,080
    INTEL CORP 1,055,750 1,055,750
    INTUIT 2,765,846 2,765,846
    INTUITIVE SURGICAL INC 3,368,438 3,368,438
    ISHARES MSCI EAFE ETF 1,144,794 1,144,794
    ISHARES MSCI EMERGING MARKETS ETF 1,035,620 1,035,620
    ISHARES MSCI MIN VOL EMERG MKTS ETF 201,024 201,024
    ISHARES RUSSELL 2000 ETF 3,848,385 3,848,385
    JOHNSON & JOHNSON 675,727 675,727
    JP MORGAN ALERIAN MLP INDEX 1,638,520 1,638,520
    JP MORGAN CHASE & CO 1,829,734 1,829,734
    KINDER MORGAN INC 275,599 275,599
    LOWES COS INC 1,033,920 1,033,920
    MEDTRONIC PLC 759,013 759,013
    META PLATFORMS INC-CLASS A 840,875 840,875
    MICROSOFT CORP 2,286,976 2,286,976
    MONDELEZ INTERNATIONAL INC-A 881,923 881,923
    MSCI INC 1,409,187 1,409,187
    NEXTERA ENERGY INC 1,867,200 1,867,200
    NVIDIA CORP 1,764,660 1,764,660
    PEPSICO INC 1,476,535 1,476,535
    PFIZER INC 431,065 431,065
    PROCTER & GAMBLE CO 1,554,010 1,554,010
    PROLOGIS INC 1,474,834 1,474,834
    QUALCOMM 3,437,956 3,437,956
    ROYAL CARIBBEAN CRUISES LTD 176,870 176,870
    SCHLUMBERGER LTD 80,865 80,865
    STERICYCLE INC 322,056 322,056
    TRIMBLE NAVIGATION LTD 932,933 932,933
    U.S. BANCORP NEW 410,041 410,041
    UNILEVER PLC 150,612 150,612
    UNITEDHEALTH GROUP INC 1,205,136 1,205,136
    VANGUARD INTL DIVIDEND APPREC ETF 170,840 170,840
    VANGUARD REAL ESTATE ETF 3,480,300 3,480,300
    VERIZON COMMUNICATIONS 481,202 481,202
    VIATRIS INC 12,245 12,245
    WELLS FARGO & CO 383,840 383,840
    WISDOMTREE EMERGING MKTS S/C DVD ETF 242,109 242,109
    XYLEM INC 839,440 839,440
    YUM BRANDS INC 347,150 347,150
    YUM CHINA HOLDINGS INC 249,200 249,200

    TY 2021 LegalFeesSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 563 0   563


    TY 2021 OtherAssetsSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ART COLLECTION/OTHER 62,119 62,119 62,119
    OIL & GAS MINERAL PROPERTY 162 162 684,951
    ACCRUED INTEREST AND DIVIDENDS 0 131,493 131,493


    TY 2021 OtherExpensesSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROGRAMS: ARTDESK & ANIMAL WELFARE 789,740 0   730,785
    COMPUTERS 22,727 11,364   10,762
    INSURANCE 18,417 12,155   6,262
    BOND AMORTIZATION FEES 45,024 45,024   0
    SUPPLIES 8,439 4,220   3,899
    DUES, SUBSCRIPTIONS, & FEES 9,524 4,762   4,667
    EQUIPMENT RENT 7,442 0   6,688
    MISCELLANEOUS 46 0   49
    WEBSITE 1,629 815   350
    MAINTENANCE 1,456 0   1,456
    EDUCATION 20 0   20


    TY 2021 OtherIncomeSchedule2
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL & GAS ROYALTY REVENUE 369,477 369,477 369,477
    OTHER ROYALTY INCOME 37,271 37,271 37,271


    TY 2021 OtherIncreasesSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Description Amount
    UNREALIZED GAIN/(LOSS) 14,504,598


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 148,350 148,350   0
    BANK FEES 44,319 44,319   0
    OIL & GAS MANAGEMENT FEES 22,134 22,134   0
    OTHER FEES 3,385 0   3,385


    TY 2021 TaxesSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 61,500 0   0
    OIL & GAS PRODUCTION TAXES 49,761 49,761   0
    FOREIGN TAXES 8,500 8,500   0