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
THE GELVIN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 837
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EUFAULA, OK74432
A Employer identification number

73-1419663
B Telephone number (see instructions)

(918) 452-3703
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$12,624,558
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 33,757 33,757  
4 Dividends and interest from securities... 156,991 156,991  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,074,171
b Gross sales price for all assets on line 6a 2,796,121
7 Capital gain net income (from Part IV, line 2)... 573,171
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,264,919 763,919  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 82,000     82,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 6,435 6,435    
c Other professional fees (attach schedule).... 1,143 1,143    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 10,995 10,995    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 5,359 5,359    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 105,932 23,932   82,000
25 Contributions, gifts, grants paid....... 418,100 418,100
26 Total expenses and disbursements. Add lines 24 and 25 524,032 23,932   500,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 740,887
b Net investment income (if negative, enter -0-) 739,987
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............. 172,693 152,914 152,914
2 Savings and temporary cash investments.........      
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.......... 177    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,731,671 Click to see attachment7,527,168 10,909,082
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,532,982 Click to see attachment1,536,351 1,562,562
14 Land, buildings, and equipment: basis bullet1,495
Less: accumulated depreciation (attach schedule) bullet1,495      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,437,523 9,216,433 12,624,558
Liabilities 17 Accounts payable and accrued expenses..........   6,296
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).........   6,296
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........... 8,437,523 9,210,137
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)..... 8,437,523 9,210,137
30 Total liabilities and net assets/fund balances (see instructions). 8,437,523 9,216,433
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
8,437,523
2
Enter amount from Part I, line 27a .....................
2
740,887
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
31,727
4
Add lines 1, 2, and 3 ..........................
4
9,210,137
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,210,137
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.)
1a
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
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
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 2 573,171
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  
3 Add lines 1 and 2........................... 3 10,286
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,286
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,004
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,004
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 15
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,297
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
     
     
    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 ofbulletTHERESE STARR Telephone no.bullet (918) 452-3703

    Located atbulletPO BOX 837EUFAULAOK ZIP+4bullet74432
    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
     
     
    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
    Yes
     
    If "Yes," list the years bullet2020, 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
    Yes
     
    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
    THERESE STARR PRES/TREAS
    000.00
    41,000 0 0
    PO BOX 837
    EUFAULA,OK74432
    TERRY DOVERSPIKE VPRES/SECRE
    000.00
    41,000 0 0
    900 ONEOK PLAZA
    TULSA,OK74103
    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  
    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.............bullet  
    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  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    10,759,743
    b
    Average of monthly cash balances.......................
    1b
    118,644
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,524,854
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,403,241
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    12,403,241
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    186,049
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    12,217,192
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    610,860
    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
    610,860
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,286
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,286
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    600,574
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    600,574
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    600,574
    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 7 600,574
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 504,654
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 500,100
    a Applied to 2020, but not more than line 2a 500,100
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    4,554
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    600,574
    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) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
     
    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:
    THERESE STARR
    P O BOX 837
    EUFALA,OK74432
    (918) 452-3703
    LPCSTARR@YAHOO.COM
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION, IN ANY FORM, MUST BE SUBMITTED IN WRITING BY THE CHIEF EXECUTIVE OFFICER, MUST INCLUDE A BRIEF DESCRIPTION OF THE ORGANIZATION AND THE PROGRAM NEEDING FUNDING AND INCLUDE EVIDENCE OF CHARITABLE, TAX EXEMPT STATUS.
    cAny submission deadlines:
    SEE STATEMENT
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE STATEMENT
    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
    1ST STEP MALE DIVERSION PROGRAM
    1516 S BOSTON AVE STE 115
    TULSA,OK74119
    NONE CHARITABLE FURNITURE 3,000
    AMPLIFY YOUTH HEALTH CONNECTION
    1601 S MAIN ST STE 200
    TULSA,OK74119
    NONE CHARITABLE PRINTING & TECHNOLOGY UPGRADES 5,000
    ARTS & HUMANITIES COUNCIL OF TULSA
    101 E ARCHER ST
    TULSA,OK74103
    NONE CHARTIABLE MAYFEST FESTIVAL EXPENSES 5,500
    ASCENSION ST JOHN FOUNDATION
    1923 S UTICA
    TULSA,OK74104
    NONE CHARITABLE CARDIAC EQUIPMENT 35,000
    CAMPFIRE USA GREEN COUNTRY
    706 S BOSTON
    TULSA,OK74119
    NONE CHARITABLE CLUB EXPENSES 7,500
    CAR CARE CLINIC INC
    2008 E PINE
    TULSA,OK74110
    NONE CHARITABLE AUTO REPAIR PROGRAM SUPPLIES 2,500
    CHAMBER MUSIC TULSA
    2210 S MAIN
    TULSA,OK74114
    NONE CHARITABLE PROGRAM EXPENSES 2,500
    CHILD ABUSE NETWORK
    2828 S SHERIDAN
    TULSA,OK74129
    NONE CHARITABLE EQUIPMENT AND PROGRAM EXPENSES 10,000
    CHILD ABUSE NETWORK
    2828 S SHERIDAN
    TULSA,OK74129
    NONE CHARITABLE FURNITURE FOR INTERVIEW ROOM 7,000
    CLAREHOUSE
    7617 S MINGO RD
    TULSA,OK74133
    NONE CHARITABLE PPE EQUIPMENT 3,500
    COMMUNITY ACTION PROJECT OF TULSA
    5330 E 31ST ST 300
    TULSA,OK74135
    NONE CHARITABLE BOOKS FOR STUDENTS 3,500
    COMMUNITY ACTION RESOURCES INCE
    3636 NORTH PEORIA AVE
    TULSA,OK74106
    NONE CHARITABLE MENTORING PROGRAM SUPPLIES 2,500
    COMMUNITY FOOD BANK OF EASTERN OKLA
    1304 N KENOSHA
    TULSA,OK74106
    NONE CHARITABLE FOOD PANTRY PROGRAM - MCALESTER 25,000
    CRAFT PRODUCTIONS OF OKLAHOMA
    8011-A SOUTH SHERIDAN RD
    TULSA,OK74133
    NONE CHARITABLE COMPUTER EQUIP & SOFTWARE 2,500
    FAB LAB TULSA INC
    501 S LEWIS AVE
    TULSA,OK74104
    NONE CHARITABLE PROGRAM SUPPLIES 1,000
    FOUNDATION FOR TULSA SCHOOLS
    3027 S HEW HAVEN
    TULSA,OK74114
    NONE CHARITABLE PROGRAM SUPPLIES 2,500
    GILCREASE MUSEUM MANAGEMENT TRUST
    1400 N GILCREASE MUSEUM R
    TULSA,OK74127
    NONE CHARITABLE EXHIBIT EXPENSES 2,500
    GIRL SCOUTS OF E OKLAHOMA
    4810 S 129TH E AVE
    TULSA,OK74134
    NONE CHARITABLE COMPUTER EQUIPMENT 3,000
    GLOBAL GARDENS
    P O BOX 52034
    TULSA,OK74152
    NONE CHARITABLE SUMMER PROGRAM SUPPLIES 5,000
    GOOD SAMARITAN HEALTH SERVICES
    PO BOX 1191
    TULSA,OK74101
    NONE CHARITABLE PROGRAM EXPENSES 5,000
    HELPING HANDS MINISTRY
    700 S BOSTON
    TULSA,OK74119
    NONE CHARITABLE PROGRAM EXPENSES 5,000
    HIS HOUSE OUTREACH MINISTRIES
    201 N MOORE AVE
    CLAREMORE,OK74017
    NONE CHARITABLE SIGNAGE FOR COFFEE SHOP 2,500
    HONOR BUNKER INC
    6365 E 41ST
    TULSA,OK74135
    NONE CHARITABLE EQUIPMENT 5,000
    HOSPICE OF GREEN COUNTRY INC
    1120 S BOSTON SUITE 200
    TULSA,OK74119
    NONE CHARITABLE COURTESY CARE PROGRAM SUPPLIES 7,500
    IRON GATE
    501 S CINCINNATI
    TULSA,OK74119
    NONE CHARITABLE FOOD PANTRY SUPPLIES 6,000
    JOY IN THE CAUSE COMPANY
    3939 S HARVARD 185
    TULSA,OK74135
    NONE CHARITABLE PROGRAM EXPENSES AND BACKPACK SUPPLI 3,000
    JUST THE BEGINNING
    5330 E 31ST ST
    TULSA,OK74135
    NONE CHARITABLE LAPTOPS & PRINTER 2,500
    LEGAL AID SERVICES OF OKLAHOMA
    907 S DETROIT AVE 725
    TULSA,OK74120
    NONE CHARITABLE PROGRAM EXPENSES 3,500
    LIFE SENIOR SERVICES INC
    5950 E 31ST
    TULSA,OK74135
    NONE CHARITABLE MUSIC & MEMORY PROGRAM EQUIPMENT 2,500
    LIGHT OF HOPE INC
    403 W 1ST ST
    CLAREMORE,OK74017
    NONE CHARITABLE DIGITAL PRINTER/SUPPLIES 5,000
    LITTLE LIGHT HOUSE INC
    5120 E 36TH ST
    TULSA,OK74135
    NONE CHARITABLE IMAC COMPUTER & RELATED EQUIP 4,000
    MC INTOSH COUNTY YOUTH & FAMILY EDU
    107 MC KINLEY STREET
    EUFALA,OK74432
    NONE CHARITABLE EQUIPMENT AND THRIFT SHOP EXPENSES 14,300
    MEALS ON WHEELS OF METRO TULSA
    1260 E 31ST
    TULSA,OK74112
    NONE CHARITABLE PROGRAM EXPENSES 7,500
    MENTAL HEALTH ASSOC OF TULSA
    1870 S BOULDER
    TULSA,OK74119
    NONE CHARITABLE PROGRAM EXPENSES 5,000
    MODUS INC
    1519 S HARVARD AVE
    TULSA,OK74112
    NONE CHARITABLE PROGRAM EXPENSES 3,500
    NEW HOPE OKLAHOMA INC
    501 S CINCINNATI AVE
    TULSA,OK74103
    NONE CHARITABLE SUMMER CAMP PROGRAM EXPENSES 10,000
    NEWVIEW OKLAHOMA INC
    501 N DOUGLAS
    OKLAHOMA CITY,OK73106
    NONE CHARITABLE FURNITURE & EQUIPMENT 5,000
    OKLAHOMA CARING FOUNDATION
    1400 S BOSTON
    TULSA,OK74119
    NONE CHARITABLE VAN SUPPLIES 5,000
    OKLAHOMA PROJECT WOMAN
    2727 E 21ST 602
    TULSA,OK74114
    NONE CHARITABLE DIAGNOSTIC EXPENSES 5,000
    OKMULGEE COUNTY HOMELESS SHELTER
    214 N MORTON AVE
    OKMULGEE,OK74447
    NONE CHARITABLE LAUNDRY EQUIP AND INSTALL 8,000
    OPERATION AWARE
    7226 E 41ST
    TULSA,OK74145
    NONE CHARITABLE EDUCATIONAL MATERIALS PRINTING 1,500
    PARENT CHILD CENTER OF TULSA
    1420 S BOSTON
    TULSA,OK74119
    NONE CHARITABLE NETSTART ELECTRONIC HEALTH DATA BASE 3,000
    PETS HELPING PEOPLE
    2234 E 56TH PLACE
    TULSA,OK74105
    NONE CHARITABLE PROFESSIONAL GROOMING KITS 5,000
    PHILBROOK MUSEUM OF ART
    2727 S ROCKFORD
    TULSA,OK74114
    NONE CHARITABLE EXHIBIT EXPENSES 3,500
    RESONANCE CENTER FOR WOMEN
    1608 S ELWOOD
    TULSA,OK74119
    NONE CHARITABLE A/C UNIT - AND FUNDRAISER EXPENSE 5,000
    REVITALIZE T-TOWN
    14 E 7TH
    TULSA,OK74119
    NONE CHARITABLE COLOR PRINTER & CAMERA EQUIP 2,600
    RIVER PARKS FOUNDATION INC
    2121 S COLUMBIA AVE 205
    TULSA,OK74114
    NONE CHARITABLE FREEDOM FEST 4TH OF JULY EXPENSES 5,000
    ROGERS COUNTY YOUTH SERVICES
    1820 N SIOUX AVE
    CLAREMORE,OK74017
    NONE CHARITABLE PRINTER 5,000
    SALVATION ARMY
    924 S HUDSON
    TULSA,OK74111
    NONE CHARITABLE PROGRAM EXPENSES 10,000
    STAND IN THE GAP
    3939 S HARVARD 120
    TULSA,OK74135
    NONE CHARITABLE VIDEO PRODUCTION EXPENSE 9,000
    THE CENTER
    815 SOUTH UTICA AVE
    TULSA,OK74104
    NONE CHARITABLE COMPUTERS 6,000
    TOWN & COUNTRY SCHOOL
    8906 E 34TH
    TULSA,OK74145
    NONE CHARITABLE LEARNING ALLY AUDIO BOOKS PROGRAM 5,700
    TULSA ADVOCATES FOR THE PROTECTION
    3525 3326 E 51ST ST B
    TULSA,OK74135
    NONE CHARITABLE PROGRAM EXPENSES 5,000
    TULSA AIR & SPACE MUSEUM
    3624 N 74TH E AVE
    TULSA,OK74115
    NONE CHARITABLE WATER LINE REPAIRS 10,000
    TULSA AIR & SPACE MUSEUM
    3624 N 74TH E AVE
    TULSA,OK74115
    NONE CHARITABLE MD-80 STAIRWELL & DRYWALL REPAIRS 7,500
    TULSA AREA UNITED WAY
    1430 S BOULDER
    TULSA,OK74119
    NONE CHARITABLE GENERAL PROGRAM SUPPORT 5,000
    TULSA BALET THEATRE
    1212 E 45TH PL
    TULSA,OK74105
    NONE CHARITABLE PRODUCTION EXPENSES 5,500
    TULSA BOTANIC GARDEN
    3900 TULSA BOTANIC DR
    TULSA,OK74127
    NONE CHARITABLE LAPTOPS & AWNINGS 5,000
    TULSA BOYS' HOME
    2727 S 137TH W AVE
    SAND SPRINGS,OK74063
    NONE CHARITABLE PROGRAM EXPENSES 5,000
    TULSA CHAUTAUQUA
    P O BOX 52344
    TULSA,OK74152
    NONE CHARITABLE PROGRAM EXPENSES 2,000
    TULSA CHILDREN'S MUSEUM
    560 N MAYBELLE
    TULSA,OK74127
    NONE CHARITABLE CHILDREN'S EDUCAITONAL PROGRAMMING 5,000
    TULSA COMMUNITY FDN DBA 501TECHNET
    7020 S YALE 400
    TULSA,OK74136
    NONE CHARITABLE EQUIPMENT FOR REFURBISHING PROGRAMS 8,000
    TULSA COUNTY HISTORICAL SOCIETY
    2445 S PEORIA
    TULSA,OK74114
    NONE CHARITABLE EXHIBIT SUPPORT 7,500
    TULSA DAY CENTER FOR THE HOMELESS
    415 W ARCHER ST
    TULSA,OK74103
    NONE CHARITABLE TV'S 5,000
    TULSA LAWYERS FOR CHILDREN INC
    PO BOX 2254
    TULSA,OK741012254
    NONE CHARITABLE CHAIRS & COMPUTERS 3,000
    TULSA OPERA
    1610 S BOULDER
    TULSA,OK74119
    NONE CHARITABLE SCHOOL OUTREACH PROGRAMS 6,000
    TULSA POP KIDS
    1215 SOUTH BOULDER AVE
    TULSA,OK74119
    NONE CHARITABLE PROGRAM SUPPLIES 2,500
    TULSA SPCA
    P O BOX 581898
    TULSA,OK74158
    NONE CHARITABLE KENNEL EQUIPMENT 3,000
    TULSA SYMPHONY ORCHESTRA
    117 N BOSTON
    TULSA,OK74119
    NONE CHARITABLE SCHOOL OUTREACH PROGRAMS 3,500
    TULSA TOWN HALL
    P O BOX 52266
    TULSA,OK74152
    NONE CHARITABLE PROGRAM EXPENSES 1,500
    TULSA ZOO FRIENDS
    6421 E 36TH S NORTH
    TULSA,OK74115
    NONE CHARITABLE EXHIBIT EXPENSES 5,000
    TULSA ZOO FRIENDS
    6421 E 36TH S NORTH
    TULSA,OK74115
    NONE CHARITABLE PROGRAM EXPENSES 5,000
    UNION SCHOOLS
    8506 E 61ST ST
    TULSA,OK741331926
    NONE CHARITABLE RUNNING CLUB EXPENSES 5,000
    UNIVERSITY OF OKLAHOMA FOUNDATION
    4502 E 41ST
    TULSA,OK74135
    NONE CHARITABLE MEDICAL PROGRAM EXPENSES 5,000
    VOLUNTEERS OF AMERICA INC
    9605 E 61ST ST
    TULSA,OK74133
    NONE CHARITABLE KITCHEN APPLIANCES 3,000
    Total .................................bullet 3a 418,100
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........
        14 33,757  
    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 ............
        14 1,074,171  
    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) ..   1,264,919  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,264,919
    (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:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 6,435 6,435    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COMPUTER 2005-11-08 1,495 1,495 S/L 5.0000        

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    CAPITAL WORLD GROWTH & INCOME FD 2021-10 PURCHASE 2021-11   25,267 24,000     1,267  
    GROWTH FUND AMERICA CL A 2004-12 PURCHASE 2021-11   111,612 91,202     20,410  
    INVESTMENT CO AMERICA 2021-06 PURCHASE 2021-11   11,559 10,615     944  
    SHORT TERM BD FD AMERICA 2021-01 PURCHASE 2021-11   1,342 1,356     -14  
    WASH MUTL INVS FD INC 2017-12 PURCHASE 2021-11   71,024 63,228     7,796  
    BARCLAYS BANK CD 2017-11 PURCHASE 2021-11   50,000 50,000        
    CAPITAL WORLD GROWTH & IN FD 2017-12 PURCHASE 2021-11   73,733 55,213     18,520  
    DISCOVER BANK CD 2017-11 PURCHASE 2021-11   250,000 250,000        
    JP MORGAN MID CAP VALUE 2012-10 PURCHASE 2021-07   64,000 40,671     23,329  
    GROWTH FUND AMERICA CL A 2019-12 PURCHASE 2021-11   122,381 70,917     51,464  
    INTERMEDIATE BD FD 2014-01 PURCHASE 2021-11   391,986 401,540     -9,554  
    INVESTMENT CO AMERICA CL A 2017-12 PURCHASE 2021-11   99,434 73,746     25,688  
    JPMORGAN FUNDS-US SMALL COM 2012-11 PURCHASE 2021-01   80,000 38,901     41,099  
    NEW WORLD FD CL A 2017-01 PURCHASE 2021-01   44,000 25,540     18,460  
    SHRT TERM BE FD AMER 2020-01 PURCHASE 2021-01   98,651 98,263     388  
    SMALL CAP WORLD FD A 2017-01 PURCHASE 2021-01   54,000 30,388     23,612  
    UNDISCOVERED MANAGERS FD 1952-01 PURCHASE 2021-04   122,000 58,209     63,791  
    WASH MUTL INVS FD INC 2019-12 PURCHASE 2021-11   51,968 41,094     10,874  
    CAPITAL WORLD GROWTH & INC 2003-05 PURCHASE 2021-01   32,000 12,234     19,766  
    GROWTH FUND AMERICA 2004-10 PURCHASE 2021-01   186,000 66,679     119,321  
    INVESTMENT CO AMERICA 2008-05 PURCHASE 2021-01   68,000 41,577     26,423  
    WASH MUTL INVS FD INC 2009-07 PURCHASE 2021-04   64,000 24,467     39,533  
    JP MORGAN TR II CORE FD CAA 2020-07 PURCHASE 2021-11   49,993 52,110     -2,117  
    COMENITY BANK 2017-04 PURCHASE 2021-05   100,000 100,000        

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CAPITAL WORLD GROWTH & INCOME 679,979 1,223,941
    GROWTH FUND OF AMERICA INC 816,082 1,772,995
    INVESTMENT COMPANY OF AMERICA 703,863 1,246,200
    WASHINGTON MUTUAL INVESTORS FU 685,426 1,268,003
    INTERMEDIATE BOND FUND OF AMER 1,807,214 1,809,336
    JPMORGAN MID CAP VALUE 506,144 617,367
    JP MORGAN US SMALL COMPANY FUN 501,958 603,203
    UNDIS MANAGERS BEHAVIORAL VALU 369,626 605,827
    JPMORGAN TR II CORE BD FD 565,631 549,820
    SHORT TERM BOND FUND AMERICA 39,931 39,971
    SMALL CAP WORLD FUND 407,284 579,135
    NEW WORLD FUND CLASS A 444,030 593,284

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BARCLAYS BANK CD AT COST    
    BARCLAYS BANK CD AT COST 150,000 152,646
    CITIBANK NA CD AT COST 250,000 262,240
    COMENITY BANK CD AT COST    
    CROSSFIRST BANK CD AT COST 218,192 218,192
    DISCOVER BANK CD AT COST    
    FIRST OKLAHOMA BANK CD AT COST 118,159 118,159
    GOLDMAN SACHS BANK CD AT COST 150,000 157,524
    WELLS FARGO BANK CD AT COST 250,000 254,613
    BMW BANK NA AT COST 200,000 199,594
    SYNCHRONY AT COST 200,000 199,594

    TY 2021 LandEtcSchedule2
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      1,495 1,495    


    TY 2021 OtherExpensesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE EXPENSE 3,558 3,558    
    TELEPHONE 714 714    
    UTILITIES 453 453    
    EXPENSES 634 634    


    TY 2021 OtherIncreasesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Description Amount
    PRIOR YEAR ADJUSTMENT 31,727


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 1,143 1,143    


    TY 2021 TaxesSchedule
    Name:
    THE GELVIN FOUNDATION
    EIN:
    73-1419663
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 694 694    
    INCOME TAXES 10,286 10,286    
    PENALTIES 15 15