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 12-01-2021 , and ending 11-30-2022
Name of foundation
SARKEYS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)530 E MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORMAN, OK73071
A Employer identification number

73-0736496
B Telephone number (see instructions)

(405) 364-3703
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$107,921,674J 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 310,791 87,624  
4 Dividends and interest from securities... 2,519,808 2,661,967  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,514,198
b Gross sales price for all assets on line 6a 27,210,458
7 Capital gain net income (from Part IV, line 2)... 6,674,864
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)....... Click to see attachment 259,901 116,049  
12 Total. Add lines 1 through 11........ 9,604,698 9,540,504  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 306,688 15,334   291,354
14 Other employee salaries and wages...... 439,799 0   439,799
15 Pension plans, employee benefits....... 107,241 1,301   105,940
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 73,400 3,670   69,730
c Other professional fees (attach schedule).... Click to see attachment 519,073 376,067   9,447
17 Interest...............   13    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 46,060 6,049   45,255
19 Depreciation (attach schedule) and depletion... 81,681 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 28,517 914   27,603
22 Printing and publications.......... 10,148 507   9,641
23 Other expenses (attach schedule)....... Click to see attachment 132,430 126,327   129,862
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,745,037 530,182   1,128,631
25 Contributions, gifts, grants paid....... 5,508,806 4,681,806
26 Total expenses and disbursements. Add lines 24 and 25 7,253,843 530,182   5,810,437
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,350,855
b Net investment income (if negative, enter -0-) 9,010,322
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............. 304,808 378,785 378,785
2 Savings and temporary cash investments......... 1,415,720 1,731,726 1,731,726
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.......... 46,000 94,396 94,396
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 79,496,070 Click to see attachment65,078,741 65,078,741
c Investments—corporate bonds (attach schedule)....... 28,751,663 Click to see attachment22,625,820 22,625,820
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 18,292,496 Click to see attachment16,304,413 16,304,413
14 Land, buildings, and equipment: basis bullet3,370,892
Less: accumulated depreciation (attach schedule) bullet1,714,648 1,548,866 1,656,244 1,656,244
15 Other assets (describe bullet) Click to see attachment82,287 Click to see attachment51,549 Click to see attachment51,549
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 129,937,910 107,921,674 107,921,674
Liabilities 17 Accounts payable and accrued expenses.......... 34,980 43,300
18 Grants payable................. 2,875,000 3,702,000
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) Click to see attachment340,929 Click to see attachment48,018
23 Total liabilities (add lines 17 through 22)......... 3,250,909 3,793,318
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........... 126,687,001 104,128,356
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)..... 126,687,001 104,128,356
30 Total liabilities and net assets/fund balances (see instructions). 129,937,910 107,921,674
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
126,687,001
2
Enter amount from Part I, line 27a .....................
2
2,350,855
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
129,037,856
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
24,909,500
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
104,128,356
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 CAPITAL GAINS FROM K-1'S P    
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 26,890,982   20,535,594 6,355,388
b 319,476     319,476
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       6,355,388
b       319,476
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 6,674,864
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........................... 3 125,243
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- ..... 5 125,243
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 77,230
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 77,230
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 1,160
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 49,173
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$ 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.SARKEYS.ORG
    14
    The books are in care ofbulletKIM HENRY Telephone no.bullet (405) 364-3703

    Located atbullet530 E MAIN STREETNORMANOK ZIP+4bullet73071
    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)
    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)
     
    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
    KIM HENRY EXECUTIVE DIRECTOR
    40.00     		210,555 26,018 0
    530 E MAIN STREET
    NORMAN,OK73071
    DR JOHN BELL PRESIDENT
    1.00     		16,000 0 0
    530 E MAIN STREET
    NORMAN,OK73071
    DAN LITTLE VICE PRESIDENT
    1.00     		16,133 0 0
    530 E MAIN STREET
    NORMAN,OK73071
    TERRY WEST SECRETARY/TREASURER/TRUSTEE
    1.00     		16,000 0 0
    530 E MAIN STREET
    NORMAN,OK73071
    TERESA ADWAN TRUSTEE
    1.00     		16,000 0 0
    530 E MAIN STREET
    NORMAN,OK73071
    MARILYN MORRIS TRUSTEE
    1.00     		16,000 0 0
    530 E MAIN STREET
    NORMAN,OK73071
    ELIZABETH BASE TRUSTEE
    1.00     		16,000 0 0
    530 E MAIN STREET
    NORMAN,OK73071
    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
    LINDA ENGLISH WEEKS SR. PROGRAM OFFICER
    40.00     		117,350 9,563 0
    530 E MAIN STREET
    NORMAN,OK73071
    NATALIE CARNS PROGRAM OFFICER
    40.00     		82,003 11,720 0
    530 E MAIN STREET
    NORMAN,OK73071
    ANGELA HOLLADAY DIRECTOR OF GRANTS M
    40.00     		69,417 14,455 0
    530 E MAIN STREET
    NORMAN,OK73071
    LAYNIE GOTTSCH PROGRAM OFFICER
    40.00     		68,856 10,591 0
    530 E MAIN STREET
    NORMAN,OK73071
    LORI SUTTON OP. OFFICER/EXECUTIV
    40.00     		57,266 15,242 0
    530 E MAIN STREET
    NORMAN,OK73071
    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
    SELLWOOD CONSULTING LLC INVESTMENT ADVISORY FEES 100,539
    6650 SW REDWOOD LANE 370
    PORTLAND,OR97224
    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 NONPROFIT SUPPORT SURVEY AND PROGRAMAS A RESPONSE TO THE COVID CRISIS AND THE STRESS ON NONPROFITS SERVING THE OKLAHOMA PUBLIC, THE FOUNDATION ENGAGED YUUMA AND ITS LEADER, SANDY WRIGHT, TO INITITATE A SURVEY TO DETERMINE IF THOSE NONPROFITS WOULD BENEFIT FROM CRISIS MANAGEMENT AND SUPPORT. THE SURVEY DETERMINED THAT THIS WAS A GREAT NEED, BOTH DURING THIS COVID CRISIS AND LONG-TERM. THE FOUNDATION THEN ENGAGED MS. WRIGHT AND HER COMPANY TO WORK WITH FIVE ORGANIZATIONS, ON AN INDIVIDUAL BASIS TO DETERMINE SPECIFIC NEEDS FOR EACH ORGANIZATION AND WORK TOWARDS SOLUTIONS FOR EACH ORGANIZATION. THIS INITIAL PROJECT WAS COMPLETED IN FEBRUARY 2022. 29,992
    2 DIRECT CHARITABLE ACTIVITIES TO SUPPORT LOCAL NONPROFITSPROPERTY EXPENSES AND UPKEEP OF OFFICES PLUS MINOR FURNITURE AND FIXTURES AND SUPPLIES TO ASSIST NONPROFIT ORGANIZATIONS, PROVIDING OFFICE SPACE, AND A MEETING CENTER TO PUBLIC CHARITIES. A THREE-YEAR LEASE AGREEMENT WAS RENEWED IN 2013 WITH BIG BROTHERS/BIG SISTERS OF CLEVELAND COUNTY AND MEALS ON WHEELS FOR OFFICE SPACE AT BELOW MARKET COST. THE SARKEYS STAFF ALSO PROVIDES OUTREACH SERVICES BY CONDUCTING NONPROFIT BOARD TRAININGS, FACILITATING BOARD RETREATS, AND HOSTING GRANT WRITING WORKSHOPS. 2,203
    3 CONFERENCE CENTER EXPENSESTHE FOUNDATION'S MEETING CENTER, IN ADDITION TO HOLDING TRAINING SEMINARS AND WORKSHOPS, IS AVAILABLE FOR USE BY NONPROFIT ORGANIZATIONS FOR MEETING SPACE. STATE-OF-THE-ART AUDIO VISUAL EQUIPMENT IS AVAILABLE TO USERS OF THE MEETING CENTER. THE FOUNDATION'S NONPROFIT LIBRARY IS ALSO AVAILABLE FOR RESEARCH OR TO HOLD EVENTS FOR SMALLER GROUPS. 34,268
    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
    95,137,104
    b
    Average of monthly cash balances.......................
    1b
    1,822,744
    c
    Fair market value of all other assets (see instructions)................
    1c
    18,882,327
    d
    Total (add lines 1a, b, and c).........................
    1d
    115,842,175
    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
    115,842,175
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,737,633
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    114,104,542
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    5,705,227
    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
    5,705,227
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    125,243
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    125,243
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,579,984
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,579,984
    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
    5,579,984
    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 5,579,984
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 4,684,992
    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......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,810,437
    a Applied to 2020, but not more than line 2a 4,684,992
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 1,125,445
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 ..........     		4,454,539
    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:
    ANGELA HOLLADAY
    530 E MAIN STREET
    NORMAN,OK73071
    (405) 364-3703
    HTTPS://WWW.SARKEYS.ORG/GUIDELINES
    bThe form in which applications should be submitted and information and materials they should include:
    SARKEYS FOUNDATION ACCEPTS GRANTS THROUGH AN ONLINE APPLICATION PROCESS. PLEASE REFER TO OUR WEBSITE FOR GRANT GUIDELINES AND DIRECTIONS. HTTPS://WWW.SARKEYS.ORG/GUIDELINES THE ONLY APPLICATION WILL REQUIRE THE FOLLOWING: ORGANIZATION NAME CONTACT NAME, ADDRESS, EMAIL AND PHONE NUMBER DESCRIPTION OF THE ORGANIZATION DESCRIPTION OF THE PROJECT REQUESTED AMOUNT TOTAL PROJECT COST FEDERAL TAX ID NUMBER
    cAny submission deadlines:
    5PM, DECEMBER 1 FOR THE FEBRUARY GRANT DEADLINE 5PM, JUNE 1 FOR THE AUGUST GRANT DEADLINE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORGANIZATIONS ARE LIMITED TO ONE APPLICATION PER CALENDAR YEAR OR TWELVE MONTH PERIOD. ORGANIZATIONS WITH A CURRENT GRANT FROM SARKEYS FOUNDATION ARE PROHIBITED FROM APPLYING FOR ADDITIONAL FUNDING UNTIL FINAL PAYMENT HAS BEEN RECEIVED AND EXPENDED.
    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 INC
    1516 S BOSTON AVE STE 115
    TULSA,OK74119     		NONE PC 1ST STEP MALE DIVERSION PROGRAM OPERATING FUNDS 25,000
    A CHANCE TO CHANGE FOUNDATION
    2113 WEST BRITTON ROAD
    OKLAHOMA CITY,OK73120     		NONE PC A CHANCE TO CHANGE COMMUNITY PROGRAMS 25,000
    AMERICAN CANCER SOCIETY INC
    6601 NW 63RD ST UNIT 22958
    OKLAHOMA CITY,OK73132     		NONE PC HOPE LODGE OKLAHOMA OPERATIONAL FUNDS 50,000
    ANNA'S HOUSE FOUNDATION
    1101 N BRYANT AVENUE
    EDMOND,OK73034     		NONE PC ANNA'S HOUSE FOUNDATION GENERAL OPERATIONS 35,000
    ASSISTANCE LEAGUE OF TULSA
    5350 E 31ST ST
    TULSA,OK74135     		NONE PC OPERATION SCHOOL BELL 20,000
    BETHESDA INC
    1181 E MAIN STREET
    NORMAN,OK73071     		NONE PC THE BETHESDA CAPITAL CAMPAIGN: HEROES FOR HEALING 62,500
    BOYS AND GIRLS CLUB OF OKLAHOMA COUNTY INC
    PO BOX 18701
    OKLAHOMA CITY,OK73154     		NONE PC COVID-19 RECOVERY PLAN FOR KIDS 30,000
    CALM WATERS CENTER FOR CHILDREN AND FAMILIES
    501 N WALKER AVE SUITE 140
    OKLAHOMA CITY,OK73102     		NONE PC CALM WATERS CENTER-BASED AND SCHOOL-BASED GRIEF SUPPORT GROUPS 20,000
    CARE CENTER - CHILD ABUSE RESPONSE AND EVALUATION
    1403 N ASHTON PLACE
    OKLAHOMA CITY,OK73117     		NONE PC THE CARE CENTER BUILDING EXPANSION 250,000
    CASA FOR KIDS INC PAYNE AND LOGAN COUNTY
    315 WEST SIXTH SUITE 205
    STILLWATER,OK74074     		NONE PC CASA FOR KIDS PROGRAM AWARENESS & EXPANSION PROJECT 10,000
    CASA VOICES FOR CHILDREN INC
    402 CHICKASHA AVE SUITE 120
    CHICKASHA,OK73018     		NONE PC OPERATIONS, RENT, UTILITIES AND PART OF OUR PHONE AND INTERNET FEES 8,000
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC
    1232 N CLASSEN BLVD
    OKLAHOMA CITY,OK73106     		NONE PC WOODWARD REGIONAL OFFICE FAMILY SUPPORT SERVICES 20,000
    CATHOLIC CHARITIES OF THE DIOCESE OF TULSA
    2450 N HARVARD AVE
    TULSA,OK74115     		NONE PC LOVE CHANGING LIVES IN EASTERN OKLAHOMA 20,000
    CENTER FOR CHILDREN AND FAMILIES INC
    210 S COCKREL AVE
    NORMAN,OK73071     		NONE PC HEALING AND PREVENTING CHILD ABUSE AND NEGLECT THROUGH COUNSELING SERVICES 30,000
    CENTER FOR CREATIVE LIVING CORPORATION
    3501 SW DR ELSIE HAMM DR
    LAWTON,OK73505     		NONE PC SENIOR HEALTH & WELLNESS PROGRAM 25,000
    CENTER OF FAMILY LOVE
    635 W TEXAS
    OKARCHE,OK73762     		NONE PC GENERAL OPERATIONS FUNDING 50,000
    CITIZENS CARING FOR CHILDREN
    730 W WILSHIRE CREEK BLVD SUITE 112
    OKLAHOMA CITY,OK73116     		NONE PC RESOURCE CENTER/MOBILE FOSTER FUTURES 20,000
    CITY CARE
    6001 N CLASSEN BLVD BUILDING 5
    OKLAHOMA CITY,OK73118     		NONE PC CITY CARE'S HOMELESS SERVICES PROGRAM 25,000
    CITY RESCUE MISSION
    800 W CALIFORNIA AVENUE
    OKLAHOMA CITY,OK73106     		NONE PC HOPE LIVES HERE HOUSING PROGRAM 30,000
    COLUMBUS CORPORATION OF OKLAHOMA CITY INC
    6300 N SANTA FE AVE
    OKLAHOMA CITY,OK73118     		NONE PC OUTDOOR TENNIS COURTS ADAPTIVE REFURBISHING 20,000
    COMMUNITY HEALTH CONNECTION INC
    2321 EAST 3RD STREET
    TULSA,OK74104     		NONE PC RENOVATION TO EXPAND CLINICAL SPACE 50,000
    COOKSON HILLS CHRISTIAN SCHOOL
    60416 HWY 10
    KANSAS,OK74347     		NONE PC COUNSELING CENTER & DAYCARE AT COOKSON HILLS 50,000
    COURT APPOINTED SPECIAL ADVOCATES FOR CHILDREN INC
    419 W BROADWAY SUITE 203
    MUSKOGEE,OK74401     		NONE PC CASA FOR CHILDREN, INC. 10,000
    CROSSROADS YOUTH & FAMILY SERVICES
    1333 W MAIN ST
    NORMAN,OK73069     		NONE PC LAWTON EARLY CHILDHOOD DEVELOPMENT PROGRAM 15,000
    CROSSTOWN LEARNING CENTER INC
    2501 EAST ARCHER
    TULSA,OK74110     		NONE PC FIVE YEAR GRANT ($228,000.00 PER YEAR) TO BRING TEACHING STAFF SALARIES COMMENSURATE WITH PUBLIC SCHOOL TEACHING SALARIES. 228,000
    CYCLES FOR LIFE
    1501 GLENWOOD AVE
    OKLAHOMA CITY,OK73116     		NONE PC BIKE CLUB OKC PROGRAM EXPANSION 15,000
    DAILY LIVING CENTERS
    PO BOX 608
    BETHANY,OK73008     		NONE PC DAILY LIVING CENTERS SCHOLARSHIP PROGRAM 30,000
    DEAN A MCGEE EYE INSTITUTE
    608 STANTON L YOUNG BOULEVARD
    OKLAHOMA CITY,OK73104     		NONE PC ESTABLISHMENT OF AN ENDOWED CHAIR IN OPHTHALMOLOGY 200,000
    DENTISTS FOR THE DISABLED AND ELDERLY IN NEED OF TREATMENT
    3000 UNITED FOUNDERS BLVD SUITE 122
    OKLAHOMA CITY,OK73112     		NONE PC RESTORATIVE DENTAL CARE 20,000
    EAST CENTRAL UNIVERSITY FOUNDATION
    1100 E 14TH ST
    ADA,OK74820     		NONE PC EAST CENTRAL UNIVERSITY FOODBANK 12,500
    EDUCATION AND EMPLOYMENT MINISTRY INC
    1501 N CLASSEN BLVD
    OKLAHOMA CITY,OK73106     		NONE PC SARKEYS SCHOLARSHIP FUND 50,000
    EMERGENCY RESPONDERS ASSISTANCE PROGRAM INC
    100 EAST 1ST STREET
    EDMOND,OK73034     		NONE PC PROTECTING THOSE WHO PROTECT OKLAHOMA COMMUNITIES 25,000
    FAB LAB TULSA INC
    710 S LEWIS AVE
    TULSA,OK74104     		NONE PC EDUCATION PROGRAM IN INNOVATION AND MAKING 5,000
    FAMILY BUILDERS INC
    2401 NW 23RD STREET SUITE 5
    OKLAHOMA CITY,OK73107     		NONE PC CHILD ABUSE PREVENTION, PARENTING PROGRAM 38,500
    FOCUS ON HOME INC
    6608 N WESTERN AVE 202
    OKLAHOMA CITY,OK73116     		NONE PC ENDING "HOME"LESSNESS IN OUR COMMUNITY 10,000
    FOOD AND SHELTER
    201 REED AVENUE
    NORMAN,OK73071     		NONE PC FOOD AND RESOURCE CENTER 75,000
    FOSTER CARE ASSOCIATION OF OKLAHOMA INC
    PO BOX 117
    OKLAHOMA CITY,OK73101     		NONE PC FOSTER PARENT RETENTION PROGRAM 25,000
    FOSTERING SWEET DREAMS INC
    529 W EDMOND ROAD
    EDMOND,OK73003     		NONE PC NEW BEDS FOR FOSTER KIDS 20,000
    FREEDOM SCHOOL OKLAHOMA CITY INC
    PO BOX 54364
    OKLAHOMA CITY,OK73154     		NONE PC 2022 SUMMER PROGRAM 10,000
    GABRIEL'S HOUSE INC
    PO BOX 883
    DUNCAN,OK73534     		NONE PC PROGRAM SUPPLIES AND SUPPORT 20,000
    GAINING GROUND CORPORATION
    9801 S HOUSTON
    JENKS,OK74037     		NONE PC BRIDGING THE LITERACY GAP BY PROVIDING ACCESS TO BOOKS AND LITERACY INSTRUCTION 10,000
    GATEWAY TO PREVENTION AND RECOVERY
    36609 W 45TH ST
    SHAWNEE,OK74804     		NONE PC EXPECT HOPE CAMPAIGN 125,000
    GIRL SCOUTS OF EASTERN OKLAHOMA INC
    4810 SOUTH 129TH EAST AVENUE
    TULSA,OK74134     		NONE PC GIRL SCOUTS BEYOND BARS 15,000
    GOOD SHEPHERD MINISTRIES OF OKLAHOMA
    222 NW 12TH ST
    OKLAHOMA CITY,OK73103     		NONE PC DIABETIC WELLNESS INCENTIVE PROGRAM FOR TYPE 2 DIABETES PATIENTS REACH THEIR A1C GOAL. 25,000
    GREAT EXPECTATIONS FOUNDATION
    707 N GRAND AVE
    TAHLEQUAH,OK74464     		NONE PC OPERATIONAL COSTS FOR GREAT EXPECTATIONS 20,000
    GROUND ZERO EMERGENCY TRAINING CENTER
    700 W TIMBERDELL ROAD NORMAN OK
    73072
    NORMAN,OK73072     		NONE PC INDOOR MULTI-PURPOSE TRAINING CENTER WITH ON-SITE LODGING (ARCHITECTURAL PLANS AVAILABLE UPON REQUEST) 62,500
    HALO PROJECT
    401 EAST MEMORIAL ROAD
    OKLAHOMA CITY,OK73114     		NONE PC HALO PROGRAM AND MAKING SENSE OF YOUR WORTH 20,000
    HAPPY HANDS EDUCATION CENTER
    8801 SOUTH GARNETT ROAD
    TULSA,OK74012     		NONE PC SCHOLARSHIPS 20,000
    HARLEYS HOUSE CRISIS NURSERY ASSOCIATION
    1201 BIRCH
    WEATHERFORD,OK73096     		NONE PC OPERATING BUDGET & CHILDCARE SCHOLARSHIPS 10,000
    HARVEST HOUSE OUTREACH INC
    1439 E 71ST STREET
    TULSA,OK74136     		NONE PC GENERAL OPERATING FUNDING 30,000
    HEALTH ALLIANCE FOR THE UNINSURED INC
    3000 UNITED FOUNDERS BLVD SUITE 219
    OKLAHOMA CITY,OK73112     		NONE PC HAU GENERAL OPERATING EXPENSES 25,000
    HEARTLINE INC
    3801 NW 63RD STREET BLDG 1
    OKLAHOMA CITY,OK73116     		NONE PC CRITICAL CONTINUITY PROJECT 30,000
    HEARTS THAT CARE VOLUNTEER HEALTH CLINIC INC
    1313 W GORE BLVD
    LAWTON,OK73501     		NONE PC GENERAL OPERATIONS 10,000
    HIV RESOURCE CONSORTIUM INC DBA TULSA CARES
    3712 EAST 11TH STREET
    TULSA,OK74112     		NONE PC TULSA CARES NUTRITION PROGRAM 15,000
    HOME INTEGRATION INC
    14106-C ACME ROAD
    SHAWNEE,OK74804     		NONE PC LINDSEY CAMPUS CAPITAL CONSTRUCTION 250,000
    HOME OF HOPE INC
    PO BOX 903
    VINITA,OK74301     		NONE PC HOME OF HOPE GENERAL OPERATIONS SUPPORT 30,000
    HOPE IS ALIVE MINISTRIES INC
    14401 N MAY AVE
    OKLAHOMA CITY,OK73134     		NONE PC HIA - REPAIRS & MAINTENANCE - 2022 50,000
    HOPE OUTREACH INC
    PO BOX 1067
    ENID,OK73702     		NONE PC HOPE OUTREACH TRANSITIONAL HOUSING (NEW HOUSE) FURNISHINGS 16,000
    IMCI - SAFE FAMILIES OKLAHOMA
    3 EAST MAIN STREET
    OKLAHOMA CITY,OK73104     		NONE PC IMCI -- SAFE FAMILIES OKLAHOMA - PROGRAM STAFF TIME FOR EXPANDING SERVICES 30,000
    IRON GATE
    501 W ARCHER ST
    TULSA,OK74103     		NONE PC GENERAL OPERATING SUPPORT FOR IRON GATE'S GROCERY PANTRY 35,000
    JESUS HOUSE
    PO BOX 60369
    OKLAHOMA CITY,OK73146     		NONE PC GENERAL OPERATING GRANT FOR JESUS HOUSE 3 PROGRAMS OFFERED AT JESUS HOUSE 30,000
    JUST ABOUT MOTHERS EXCELLING IN SCHOOL INC (JAMES INC)
    5200 S YALE AVE STE 103
    TULSA,OK74135     		NONE PC J.A.M.E.S INC. PARENT ACADEMY - GENERAL OPERATING SUPPORT 7,500
    KIAMICHI OPPORTUNITIES INCORPORATED
    POST OFFICE BOX 669
    HUGO,OK74743     		NONE PC ANTLERS GROUP HOME 50,000
    LA LUZ ORGANIZATION
    PO BOX 864
    OKC,OK73103     		NONE PC CONFIDENTIAL LOCATION 1,500
    LATINO COMMUNITY DEVELOPMENT AGENCY
    420 SW 10TH STREET
    OKLAHOMA CITY,OK73109     		NONE PC LATINO YOUTH LEADERSHIP CLUB PROGRAM 20,000
    LIFE SENIOR SERVICES INC
    5330 E 31ST ST 800
    TULSA,OK74135     		NONE PC LIFE SENIOR SERVICES, SENIOR CAMPUS 100,000
    LILYFIELD INC
    501 E 15TH ST STE 400A
    EDMOND,OK73013     		NONE PC EMPOWER YOUTH MENTORING 30,000
    MADILL COMMUNITY DAY CARE CENTER ASSOCIATION INC
    PO BOX 247
    MADILL,OK73446     		NONE PC STAFF EDUCATION AND PLAYGROUND UPGRADES 49,100
    MARLAND CHILDREN'S HOME INC
    1300 SUMMERS PLACE
    PONCA CITY,OK74604     		NONE PC HVAC UPGRADES TO RECREATION BUILDING 35,000
    MARY ABBOTT CHILDREN'S HOUSE
    231 E SYMMES ST
    NORMAN,OK73069     		NONE PC MEDICAL PROGRAM 50,000
    MENTAL HEALTH ASSOCIATION OKLAHOMA
    400 NORTH WALKER AVENUE SUITE 190
    OKLAHOMA CITY,OK73102     		NONE PC MENTAL HEALTH PROGRAMS AND SERVICES IN CENTRAL OKLAHOMA 100,000
    METROPOLITAN BETTER LIVING CENTER INC
    PO BOX 36119
    OKLAHOMA CITY,OK73136     		NONE PC ADULT DAY HEALTH SERVICES 25,000
    MODUS INC
    1870 S BOULDER AVE
    TULSA,OK74119     		NONE PC MODUS DRIVES CHANGE 25,000
    NEIGHBORHOOD ALLIANCE OF OKC INC
    1236 NORTHWEST 36TH STREET
    OKLAHOMA CITY,OK73118     		NONE PC CRIME PREVENTION THROUGH NEIGHBORHOOD CONNECTIONS 10,000
    NEIGHBORHOOD SERVICES ORGANIZATION
    431 SW 11TH ST
    OKLAHOMA CITY,OK73109     		NONE PC NSO GENERAL OPERATING SUPPORT: SERVING CENTRAL OKLAHOMAS MOST VULNERABLE 30,000
    OKLAHOMA CENTER FOR COMMUNITY AND JUSTICE
    100 WEST FIFTH STREET STE 335
    TULSA,OK73103     		NONE PC SCHOLARSHIPS FOR STUDENTS IN RURAL COMMUNITIES 10,000
    OKLAHOMA CITY COMMUNITY COLLEGE FOUNDATION
    7777 S MAY AVE
    OKLAHOMA CITY,OK73159     		NONE PC ENHANCED SUPPORT SERVICES FOR FIRST GENERATION STUDENTS 25,000
    OKLAHOMA FAMILY CENTER FOR AUTISM INC
    2801 NW 154TH STREET
    EDMOND,OK73013     		NONE PC IT'S TIME TO GET TOGETHER, SOCIAL OPPORTUNITIES 10,000
    OKLAHOMA GOODWILL INDUSTRIES
    316 S BLACKWELDER AVENUE
    OKLAHOMA CITY,OK73108     		NONE PC CREATING JOB OPPORTUNITIES THROUGH FORKLIFT OPERATION CERTIFICATION THROUGH VIRTUAL REALITY SIMULATION 25,000
    OKLAHOMA HALL OF FAME
    1400 CLASSEN DRIVE
    OKLAHOMA CITY,OK73106     		NONE PC TRAVELING EXHIBIT 10,000
    OKLAHOMA INSTITUTE FOR CHILD ADVOCACY
    2915 N CLASSEN BLVD SUITE 320
    OKLAHOMA CITY,OK73116     		NONE PC KID GOVERNOR 20,000
    OKLAHOMA MEDICAL RESEARCH FOUNDATION
    825 NE 13TH STREET
    OKLAHOMA CITY,OK73104     		NONE PC CARDIOVASCULAR RESEARCH PROGRAM EXPANSION 100,000
    OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION
    1141 NORTH LINCOLN BOULEVARD
    OKLAHOMA CITY,OK73104     		NONE PC GENERAL OPERATIONS 7,706
    OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION
    1141 NORTH LINCOLN BOULEVARD
    OKLAHOMA CITY,OK73104     		NONE PC 2023 SARKEYS SUMMER MATH TEACHERS INSTITUTE AT OSSM 35,000
    OKLAHOMA ZOOLOGICAL SOCIETY
    POST OFFICE BOX 18424
    OKLAHOMA CITY,OK73154     		NONE PC GIVE OKLAHOMA STUDENTS ACCESS TO WILDLIFE THROUGH ZOOFUND FOR KIDS 10,000
    OKMULGEE COUNTY HOMELESS SHELTER INC
    214 N MORTON AVE POBOX 1635
    OKMULGEE,OK74447     		NONE PC GENERAL OPERATING SUPPORT--INCREASED DEMAND BECAUSE OF COVID 30,000
    ONE TRUE LIGHT INC
    PO BOX 1883
    DUNCAN,OK73534     		NONE PC SUMMER FEEDING PROGRAM 10,000
    OPERATION CHRISTIANS ASSISTING RESOURCING ENCOURAGING MINISTRIES
    221 W WALNUT ST
    ALTUS,OK73521     		NONE PC PROGRAM AND OPERATIONAL SUPPORT 2023 20,000
    OPERATION HOPE PRISON MINISTRY (OHPM)
    739 N DENVER AVE SUITE A
    TULSA,OK74106     		NONE PC TURNING OBSTACLES INTO OPPORTUNITIES: SUCCESS FOR JUSTICE-INVOLVED CITIZENS RE-ENTERING TULSA, THEIR FAMILIES AND THEIR COMMUNITY 10,000
    OPPORTUNITIES INDUSTRIALIZATION CENTER OF OKLAHOMA COUNTY
    3033 N WALNUT AVENUE BUILDING EAST
    OKLAHOMA CITY,OK73105     		NONE PC COMPUTER UPGRADE FOR TRAINING 10,000
    PARENT CHILD CENTER OF TULSA
    1421 SOUTH BOSTON AVENUE
    TULSA,OK74119     		NONE PC THERAPY FOR ABUSED AND NEGLECTED CHILDREN AND FAMILIES 40,000
    PEACEFUL FAMILY SOLUTIONS INC
    11 BURTON PLACE
    EDMOND,OK73013     		NONE PC REACHING MORE CHILDREN OF ADDICTION WITH HOPE AND HEALING 20,000
    RECOVERING OKLAHOMANS AFTER DISASTER INC
    12101 N MACARTHUR BLVD SUITE A-112
    OKLAHOMA CITY,OK73162     		NONE PC VOCATIONAL DISASTER RECOVERY TRAINING 15,000
    REMERGE OF OK COUNTY INC
    PO BOX 2845
    OKLAHOMA CITY,OK73101     		NONE PC REMERGE DIVERSION PROGRAM 35,000
    RESONANCE LISTENING AND GROWTH FOR WOMEN
    1608 S ELWOOD AVE
    TULSA,OK74119     		NONE PC REENTRY CASE MANAGEMENT SERVICES 50,000
    RESTOREOKC INC
    2222 NE 27TH STREET
    OKLAHOMA CITY,OK73111     		NONE PC RESTOREOKC FARM INTERNSHIP (OPERATIONAL COSTS) 25,000
    REVITALIZE T-TOWN
    14 E 7TH ST
    TULSA,OK74119     		NONE PC ROOF REPLACEMENT FOR LOW-INCOME HOMEOWNERS. 30,000
    RISE CORP
    PO BOX 127
    FORT GIBSON,OK74434     		NONE PC RISE OPERATIONS 7,500
    ROGERS COUNTY LITERACY COUNCIL
    1515 N FLORENCE
    CLAREMORE,OK74017     		NONE PC LITERACY SUPPORT IN THREE AREAS - ENGLISH CLASS, READING PROGRAM SUPPORT, LITERACY ASSISTANT SUPPORT FOR OUTREACH AND PROGRAM ADMINISTRATION. 5,000
    ROGERS COUNTY YOUTH SERVICES INC
    1820 N SIOUX AVE
    CLAREMORE,OK74017     		NONE PC EXPANDED COUNSELING SERVICES 45,000
    SAFENET SERVICES INC
    PO BOX 446
    CLAREMORE,OK74018     		NONE PC PROVIDING SUPPORT FOR SURVIVORS OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND STALKING IN ROGERS AND MAYES COUNTY. 30,000
    SALVATION ARMY BOYS & GIRLS CLUB OKC
    1001 N PENNSYLVANIA AVE
    OKLAHOMA CITY,OK73107     		NONE PC GENERAL OPERATIONS 500
    SAN MIGUEL SCHOOL OF TULSA INC
    2444 E ADMIRAL BLVD
    TULSA,OK74110     		NONE PC SAN MIGUEL SCHOOL TULSA: HELPING UNDERSERVED YOUTH REACH THEIR POTENTIAL THROUGH LITERACY 15,000
    SISU YOUTH INC
    3131 N PENN AVE
    OKLAHOMA CITY,OK73112     		NONE PC SAFE HOUSE CAPITAL CAMPAIGN 62,500
    SMART START CENTRAL OKLAHOMA INC
    PO BOX 21505
    OKLAHOMA CITY,OK73156     		NONE PC RURAL EXPANSION OF EARLY BIRDS PROGRAM 10,000
    SOONERS HELPING SOONERS INC
    2600 VAN BUREN ST STE 2600
    NORMAN,OK73072     		NONE PC GRANT FUNDS TO ASSIST IN CONTACTING PROSPECTIVE CLIENTS, SUPPORTIVE ALUMNI, POTENTIAL EMPLOYMENT SITUATIONS, TRAINING FACILITIES, EDUCATIONAL OPPORTUNITIES AND TO PROVIDE ONGOING RELATIONS WITH THOSE WE HAVE PLACED. 20,000
    SOUTH CENTRAL CASA OF OKLAHOMA INC
    PO BOX 1714
    NORMAN,OK73070     		NONE PC STAFFING NEEDS-SOUTH CENTRAL CASA OF OKLAHOMA 10,000
    SPECIAL CARE
    12201 N WESTERN AVE
    OKLAHOMA CITY,OK73114     		NONE PC OPERATING SUPPORT -- AUTISM CLINIC 50,000
    STAND IN THE GAP INC
    3939 S HARVARD AVE SUITE 120
    TULSA,OK74135     		NONE PC OPERATING SUPPORT TO STRENGTHEN THE COMMUNITY BY EMPOWERING AT-RISK YOUNG ADULTS, PRISONERS, AND WIDOWS 35,000
    SUNBEAM FAMILY SERVICES
    1100 NW 14TH STREET
    OKLAHOMA CITY,OK73106     		NONE PC EDWARDS EARLY EDUCATION CENTER AND COMMUNITY HOPE CENTER 100,000
    TEEN RECOVERY SOLUTIONS INC
    730 W WILSHIRE BLVD STE 105
    OKLAHOMA CITY,OK73116     		NONE PC SCHOLARSHIPS FOR TEENS IN ADDICTION RECOVERY 40,000
    THE ARC OF OKLAHOMA
    2516 E 71ST ST SUITE A
    TULSA,OK74136     		NONE PC BILINGUAL FAMILY SUPPORT AND RESOURCE NAVIGATION 20,000
    THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES LTD
    815 S UTICA AVE
    TULSA,OK74104     		NONE PC GENERAL OPERATING 15,000
    THE MEADOWS CENTER FOR OPPORTUNITY
    1000 S KELLY AVE
    EDMOND,OK73003     		NONE PC EQUIPMENT UPGRADE FOR CUSTOMER COMPLIANT DOCUMENT DESTRUCTION SECURITY 10,000
    THE URBAN MISSION INC
    3737 NORTH PORTLAND AVE
    OKLAHOMA CITY,OK73112     		NONE PC THE URBAN MISSION'S FOOD & RESOURCE CENTER 40,000
    THE VIRTUE CENTER
    PO BOX 730
    NORMAN,OK73070     		NONE PC BUILDING HOPE, CONNECTION AND COMMUNITY CAPITAL CAMPAIGN TO FUND A NEW HOME FOR THE VIRTUE CENTER 62,500
    THUNDERBIRD CLUBHOUSE BOARD INC
    1251 TRIAD VILLAGE DR
    NORMAN,OK73071     		NONE PC WINDOW REPLACEMENT 10,000
    TOWN AND COUNTRY SCHOOL
    8906 E 34TH ST
    TULSA,OK74145     		NONE PC UPDATED SECURITY MONITORED ENTRANCE DOORS 15,000
    TRANSITIONAL LIVING CENTERS OF OKLAHOMA INC
    1607 N HARTFORD AVE
    TULSA,OK74106     		NONE PC GENERAL OPERATIONS 25,000
    TULSA ADVOCATES FOR THE PROTECTION OF CHILDREN INC
    3326-B EAST 51ST STREET
    TULSA,OK74135     		NONE PC LIFEBOOK BY FOSTERING CONNECTIONS 30,000
    TULSA DAY CENTER FOR THE HOMELESS INC
    415 WEST ARCHER ST
    TULSA,OK74103     		NONE PC ESSENTIAL CLINIC SUPPLIES 25,000
    TULSA GIRLS ART SCHOOL PROJECT INC
    2202 E ADMIRAL BLVD
    TULSA,OK74110     		NONE PC TRANSPORTATION AND HEALTHY SNACKS FOR TULSA GIRLS 10,000
    TULSA LAWYERS FOR CHILDREN INC
    PO BOX 2254
    TULSA,OK74101     		NONE PC LEGAL REPRESENTATION OF CHILDREN IN TULSA COUNTY 20,000
    UNITED WAY OF CENTRAL OKLAHOMA
    1444 NW 28TH STREET
    OKLAHOMA CITY,OK73106     		NONE PC EMBRACEOKC MENTAL HEALTH INITIATIVE FOR OKCPS STUDENTS 100,000
    UNIVERSITY OF TULSA
    800 S TUCKER DR
    TULSA,OK74104     		NONE PC TERRY WEST CIVIL LEGAL CLINIC 105,000
    UPWARD TRANSITIONS
    1134 W MAIN ST
    OKLAHOMA CITY,OK73106     		NONE PC COMMUNITY OUTREACH PROGRAM 20,000
    URBAN LEAGUE OF GREATER OKLAHOMA CITY
    3900 N MARTIN LUTHER KING AVE
    OKLAHOMA CITY,OK73111     		NONE PC URBAN LEAGUES HERE (HIGHLIGHTING EXPUNGEMENT AND REHABILITATIVE EXCELLENCE) PROGRAM 50,000
    WINGS SPECIAL NEEDS COMMUNITY INC
    13700 N EASTERN AVE
    EDMOND,OK73013     		NONE PC WINGS SERVES OKLAHOMA 5,000
    WOVENLIFE INC
    701 NE 13TH STREET
    OKLAHOMA,OK73104     		NONE PC COMMERCIAL-GRADE KITCHEN FOR THE CHILD DEVELOPMENT PROGRAM AND ADULT DAY CENTER 15,000
    YOUTH SERVICES OF TULSA
    311 SOUTH MADISON
    TULSA,OK74120     		NONE PC HEALTH EDUCATION AND PREVENTION PROGRAM FOR YOUTH 25,000
    YWCA TULSA
    1910 S LEWIS AVE
    TULSA,OK74104     		NONE PC PROGRAM SUPPORT FOR IMMIGRANT AND REFUGEE SERVICES 25,000
    Total .................................bullet 3a 4,681,806
    bApproved for future payment
    AMERICAN CANCER SOCIETY INC
    6601 NW 63RD ST UNIT 22958
    OKLAHOMA CITY,OK73132     		NONE PC HOPE LODGE OKLAHOMA OPERATIONAL FUNDS 50,000
    AMERICAN CANCER SOCIETY INC
    6601 NW 63RD ST UNIT 22958
    OKLAHOMA CITY,OK73132     		NONE PC HOPE LODGE OKLAHOMA OPERATIONAL FUNDS 50,000
    BETHESDA INC
    1181 E MAIN STREET
    NORMAN,OK73071     		NONE PC THE BETHESDA CAPITAL CAMPAIGN: HEROES FOR HEALING 62,500
    CARE CENTER - CHILD ABUSE RESPONSE AND EVALUATION
    1403 N ASHTON PLACE
    OKLAHOMA CITY,OK73117     		NONE PC THE CARE CENTER BUILDING EXPANSION 250,000
    CROSSTOWN LEARNING CENTER INC
    2501 EAST ARCHER
    TULSA,OK74110     		NONE PC FIVE YEAR GRANT ($228,000.00 PER YEAR) TO BRING TEACHING STAFF SALARIES COMMENSURATE WITH PUBLIC SCHOOL TEACHING SALARIES. 228,000
    CROSSTOWN LEARNING CENTER INC
    2501 EAST ARCHER
    TULSA,OK74110     		NONE PC FIVE YEAR GRANT ($228,000.00 PER YEAR) TO BRING TEACHING STAFF SALARIES COMMENSURATE WITH PUBLIC SCHOOL TEACHING SALARIES. 228,000
    CROSSTOWN LEARNING CENTER INC
    2501 EAST ARCHER
    TULSA,OK74110     		NONE PC FIVE YEAR GRANT ($228,000.00 PER YEAR) TO BRING TEACHING STAFF SALARIES COMMENSURATE WITH PUBLIC SCHOOL TEACHING SALARIES. 228,000
    CROSSTOWN LEARNING CENTER INC
    2501 EAST ARCHER
    TULSA,OK74110     		NONE PC FIVE YEAR GRANT ($228,000.00 PER YEAR) TO BRING TEACHING STAFF SALARIES COMMENSURATE WITH PUBLIC SCHOOL TEACHING SALARIES. 228,000
    DEAN A MCGEE EYE INSTITUTE
    608 STANTON L YOUNG BOULEVARD
    OKLAHOMA CITY,OK73104     		NONE PC ESTABLISHMENT OF AN ENDOWED CHAIR IN OPHTHALMOLOGY 200,000
    DEAN A MCGEE EYE INSTITUTE
    608 STANTON L YOUNG BOULEVARD
    OKLAHOMA CITY,OK73104     		NONE PC ESTABLISHMENT OF AN ENDOWED CHAIR IN OPHTHALMOLOGY 200,000
    DEAN A MCGEE EYE INSTITUTE
    608 STANTON L YOUNG BOULEVARD
    OKLAHOMA CITY,OK73104     		NONE PC ESTABLISHMENT OF AN ENDOWED CHAIR IN OPHTHALMOLOGY 200,000
    DEAN A MCGEE EYE INSTITUTE
    608 STANTON L YOUNG BOULEVARD
    OKLAHOMA CITY,OK73104     		NONE PC ESTABLISHMENT OF AN ENDOWED CHAIR IN OPHTHALMOLOGY 200,000
    GATEWAY TO PREVENTION AND RECOVERY
    36609 W 45TH ST
    SHAWNEE,OK74804     		NONE PC EXPECT HOPE CAMPAIGN 125,000
    GATEWAY TO PREVENTION AND RECOVERY
    36609 W 45TH ST
    SHAWNEE,OK74804     		NONE PC EXPECT HOPE CAMPAIGN 125,000
    GROUND ZERO EMERGENCY TRAINING CENTER
    700 W TIMBERDELL ROAD
    NORMAN,OK73072     		NONE PC INDOOR MULTI-PURPOSE TRAINING CENTER WITH ON-SITE LODGING (ARCHITECTURAL PLANS AVAILABLE UPON REQUEST) 62,500
    HOME INTEGRATION INC
    14106-C ACME ROAD
    SHAWNEE,OK74804     		NONE PC LINDSEY CAMPUS CAPITAL CONSTRUCTION 250,000
    HOME INTEGRATION INC
    14106-C ACME ROAD
    SHAWNEE,OK74804     		NONE PC LINDSEY CAMPUS CAPITAL CONSTRUCTION 250,000
    OKLAHOMA MEDICAL RESEARCH FOUNDATION
    825 NE 13TH STREET
    OKLAHOMA CITY,OK73104     		NONE PC CARDIOVASCULAR RESEARCH PROGRAM EXPANSION 100,000
    SISU YOUTH INC
    3131 N PENN AVE
    OKLAHOMA CITY,OK73112     		NONE PC SAFE HOUSE CAPITAL CAMPAIGN 62,500
    SISU YOUTH INC
    3131 N PENN AVE
    OKLAHOMA CITY,OK73112     		NONE PC SAFE HOUSE CAPITAL CAMPAIGN 62,500
    THE VIRTUE CENTER
    PO BOX 730
    NORMAN,OK73070     		NONE PC BUILDING HOPE, CONNECTION AND COMMUNITY CAPITAL CAMPAIGN TO FUND A NEW HOME FOR THE VIRTUE CENTER 62,500
    THE VIRTUE CENTER
    PO BOX 730
    NORMAN,OK73070     		NONE PC BUILDING HOPE, CONNECTION AND COMMUNITY CAPITAL CAMPAIGN TO FUND A NEW HOME FOR THE VIRTUE CENTER 62,500
    UNITED WAY OF CENTRAL OKLAHOMA
    1444 NW 28TH STREET
    OKLAHOMA CITY,OK73106     		NONE PC EMBRACEOKC MENTAL HEALTH INITIATIVE FOR OKCPS STUDENTS 100,000
    UNIVERSITY OF TULSA
    800 S TUCKER DR
    TULSA,OK74104     		NONE PC TERRY WEST CIVIL LEGAL CLINIC 105,000
    UNIVERSITY OF TULSA
    800 S TUCKER DR
    TULSA,OK74104     		NONE PC TERRY WEST CIVIL LEGAL CLINIC 105,000
    UNIVERSITY OF TULSA
    800 S TUCKER DR
    TULSA,OK74104     		NONE PC TERRY WEST CIVIL LEGAL CLINIC 105,000
    Total .................................bullet 3b 3,702,000
    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 ...........     		    14 310,791  
    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 6,514,198  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INVESTMENT INCOME     		    01 29,998  
    bFEDERAL EXCISE TAX BENEFIT     01 181,035  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 9,604,698 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    9,604,698
    (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:
    SARKEYS FOUNDATION
    EIN:
    73-0736496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 73,400 3,670   69,730

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    SARKEYS FOUNDATION
    EIN:
    73-0736496
    Name of Bond End of Year Book Value End of Year Fair Market Value
    792,800.573 SHS DOUBLINE CORE FIXED INC 7,341,333 7,341,333
    185,623.119 SHS VANGUARD L/T TREAS INDX-INST 5,002,543 5,002,543
    117,863.051 SHS VANGUARD S/T INFL PROT IDX-ADM 2,833,428 2,833,428
    779,133.489 SHS VANGUARD TOT BD MKT INDX-INST 7,448,516 7,448,516

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    SARKEYS FOUNDATION
    EIN:
    73-0736496
    Name of Stock End of Year Book Value End of Year Fair Market Value
    122,394.587 SHS AMER EUROPACIFIC GRWTH-R6 6,304,545 6,304,545
    454,171.602 SHS CAUSEWAY INTL VAL-INST 7,371,205 7,371,205
    56,634.883 SHS DODGE & COX STOCK 13,285,411 13,285,411
    148,484.038 SHS GGG PARTNERS EMRG MKTS EQ-INST 2,059,474 2,059,474
    180,665.714 SHS HARBOR CAP APPREC-RTMT 12,440,641 12,440,641
    328,171.447 SHS KOPERNIK GLBL A/C-INST 4,239,975 4,239,975
    33,743.511 SHS VANGUARD S/C INDX-ADM 3,171,890 3,171,890
    63,596.574 SHS VANGUARD TOTAL INTL STK-INST 7,331,413 7,331,413
    366,445.681 SHS PIMCO ALL ASSET-INST 4,082,205 4,082,205
    330,158.173 SHS PRINCIPAL DIVRSFD REAL ASSET-R6 4,084,057 4,084,057
    66,785.396 SHS DFA GLBL R/E SECURITIES 707,925 707,925

    TY 2021 InvestmentsOtherSchedule2
    Name:
    SARKEYS FOUNDATION
    EIN:
    73-0736496
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CHAMPLAIN MID CAP FUND LLC FMV 4,867,060 4,867,060
    THE HIGHCLERE INTERNATIONAL INVESTOR SMALL COMPANIES FUND FMV 1,603,892 1,603,892
    TRUMBULL PROPERTY FUND LP FMV 5,017,301 5,017,301
    OAKTREE OPPORTUNITIES FUND XI FEEDER CAYMAN LP TAX EXEMPT FMV 1,182,481 1,182,481
    RCP FUND XV CAYMAN FEEDER, LP FMV 793,509 793,509
    RCP FUND XII CAYMAN FEEDER, LP FMV 1,093,931 1,093,931
    RCP SOF III CAYMAN FEEDER, LP FMV 879,935 879,935
    RCP FUND XIII CAYMAN FEEDER, LP FMV 851,304 851,304
    RCP FUND XVII CAYMAN FEEDER, LP FMV 15,000 15,000

    TY 2021 OtherAssetsSchedule
    Name:
    SARKEYS FOUNDATION
    EIN:
    73-0736496
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    EXCISE TAX RECEIVABLE 57,230 0 0
    ACCRUED INTEREST AND DIVIDENDS 25,057 46,195 46,195
    DEFERRED FEDERAL EXCISE TAX ASSET 0 5,354 5,354


    TY 2021 OtherDecreasesSchedule
    Name:
    SARKEYS FOUNDATION
    EIN:
    73-0736496
    Description Amount
    UNREALIZED GAINS/LOSSES 24,909,500


    TY 2021 OtherExpensesSchedule
    Name:
    SARKEYS FOUNDATION
    EIN:
    73-0736496
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 110 6   105
    COMPUTER EXPENSE 58,819 1,176   57,643
    DUES AND SUBSCRIPTIONS 19,441 972   18,469
    EDUCATIONAL PROGRAMS EXPENSE 46,523 0   46,523
    INSURANCE -17,827 -891   -16,936
    MISCELLANEOUS EXPENSES 1,241 100   1,141
    OFFICE SUPPLIES 14,270 714   13,557
    OTHER INVESTMENT EXPENSE 0 123,757   0
    POSTAGE 1,251 63   1,188
    TELEPHONE 8,602 430   8,172


    TY 2021 OtherIncomeSchedule2
    Name:
    SARKEYS FOUNDATION
    EIN:
    73-0736496
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 48,868 48,868 48,868
    OTHER INVESTMENT INCOME 29,998 67,181 0
    FEDERAL EXCISE TAX BENEFIT 181,035   181,035


    TY 2021 OtherLiabilitiesSchedule
    Name:
    SARKEYS FOUNDATION
    EIN:
    73-0736496
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED FEDERAL EXCISE TAX 340,929 0
    FEDERAL EXCISE TAX PAYABLE 0 48,018


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    SARKEYS FOUNDATION
    EIN:
    73-0736496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 100,539 100,539   0
    CUSTODIAL FEES 408,590 275,031   0
    OTHER PROFESSIONAL FEES 9,944 497   9,447


    TY 2021 TaxesSchedule
    Name:
    SARKEYS FOUNDATION
    EIN:
    73-0736496
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 45,432 805   44,627
    FOREIGN TAXES 0 5,244   0
    OTHER TAXES 628 0   628