Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE KERR FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)12501 N MAY AVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73120
A Employer identification number

73-1256122
B Telephone number (see instructions)

(405) 749-2877
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$22,137,505J 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 right arrow.............
3 Interest on savings and temporary cash investments 12,205 12,205  
4 Dividends and interest from securities... 363,019 363,019  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 686,502
b Gross sales price for all assets on line 6a 5,037,986
7 Capital gain net income (from Part IV, line 2)... 686,502
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
List of Attached Documents:
// Content
22,574 22,574  
12 Total. Add lines 1 through 11........ 1,084,300 1,084,300  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 488,995 139,856   341,139
14 Other employee salaries and wages...... 159,896 45,315   114,581
15 Pension plans, employee benefits....... 129,494 37,034   92,460
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
23,720 21,348   2,372
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
233,072 138,293   94,779
17 Interest............... 397 397   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
48,965 16,213   32,753
19 Depreciation (attach schedule) and depletion... 56,768 56,768  
20 Occupancy.............. 13,969 3,492   10,477
21 Travel, conferences, and meetings....... 99,575 24,894   74,681
22 Printing and publications.......... 357 89   268
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
173,841 -100,511   274,352
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,429,049 383,188   1,037,862
25 Contributions, gifts, grants paid....... 162,700 162,700
26 Total expenses and disbursements. Add lines 24 and 25 1,591,749 383,188   1,200,562
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -507,449
b Net investment income (if negative, enter -0-) 701,112
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 300 300 300
2 Savings and temporary cash investments......... 405,070 496,625 496,625
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 11,119,371 Click to see attachment
List of Attached Documents:
// Content
10,409,460 		13,928,550
c Investments—corporate bonds (attach schedule)....... 773,546 Click to see attachment
List of Attached Documents:
// Content
548,410 		541,888
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 489,210 Click to see attachment
List of Attached Documents:
// Content
664,380 		664,366
14 Land, buildings, and equipment: basis right arrow1,764,472
Less: accumulated depreciation (attach schedule) right arrow1,102,218 588,468 Click to see attachment
List of Attached Documents:
// Content
662,254 		662,254
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,683,213 		Click to see attachment
List of Attached Documents:
// Content
5,843,522 		Click to see attachment
List of Attached Documents:
// Content
5,843,522
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,059,178 18,624,951 22,137,505
Liabilities 17 Accounts payable and accrued expenses.......... -166  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......   Click to see attachment
List of Attached Documents:
// Content
72,834
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... -166 72,834
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 19,059,344 18,552,117
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 19,059,344 18,552,117
30 Total liabilities and net assets/fund balances (see instructions). 19,059,178 18,624,951
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
19,059,344
2
Enter amount from Part I, line 27a .....................
2
-507,449
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
222
4
Add lines 1, 2, and 3 ..........................
4
18,552,117
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,552,117
Form 990-PF (2023)
Form 990-PF (2023)
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 P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,037,986   4,351,484 686,502
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       686,502
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 2 686,502
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  
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 right arrow 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) 1 9,745
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 9,745
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 9,745
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 11,166
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 11,166
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,421
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,421 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowOK
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowWWW.THEKERRFOUNDATION.ORG
14
The books are in care ofright arrowTHE KERR FOUNDATION INC Telephone no.right arrow (405) 749-2877

Located atright arrow12501 N MAY AVEOKLAHOMA CITYOK ZIP+4right arrow73120
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
LOU C KERR PRESIDENT
40.00 		225,327 21,935 0
12501 N MAY AVENUE
OKLAHOMA CITY,OK73120
STEVEN S KERR VICE PRESIDENT AND TRUSTEE
40.00 		118,283 10,728 0
12501 N MAY AVENUE
OKLAHOMA CITY,OK73120
LAURA KERR VICE PRESIDENT/SECRETARY/T
40.00 		111,785 10,728 0
12501 N MAY AVENUE
OKLAHOMA CITY,OK73120
CODY T KERR TRUSTEE
2.00 		17,600 0 0
12501 N MAY AVENUE
OKLAHOMA CITY,OK73120
WILSON KERR TRUSTEE
2.00 		8,000 0 0
12501 N MAY AVENUE
OKLAHOMA CITY,OK73120
TAYLOR DILLARD TRUSTEE
2.00 		8,000 0 0
12501 N MAY AVENUE
OKLAHOMA CITY,OK73120
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
CECILIA A MILLER ADMINISTRATOR
40.00 		90,152 8,770 0
3108 CARLTON WAY
OKLAHOMA CITY,OK73120
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
INVESTRUST CONSULTING LLC FINANCIAL AND ACCOUNTING SERVICES 111,535
5101 N CLASSEN BLVD SUITE 600
OKLAHOMA CITY,OK73118
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
15,101,140
b
Average of monthly cash balances.......................
1b
245,531
c
Fair market value of all other assets (see instructions)................
1c
5,602,509
d
Total (add lines 1a, b, and c).........................
1d
20,949,180
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
20,949,180
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
314,238
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,634,942
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,031,747
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,031,747
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,745
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,745
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,022,002
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,022,002
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,022,002
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
1,200,562
b
Program-related investments—total from Part VIII-B..................
1b
0
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
1,200,562
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,022,002
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 62,358
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,200,562
a Applied to 2022, but not more than line 2a 62,358
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 2023 distributable amount..... 1,022,002
e Remaining amount distributed out of corpus 116,202
5 Excess distributions carryover applied to 2023. 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 5 116,202
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		116,202
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 116,202
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LOU C KERR
12501 N MAY AVENUE
OKLAHOMA CITY,OK73120
(405) 749-7991
bThe form in which applications should be submitted and information and materials they should include:
COVER LETTER WITH SUMMARY REQUEST, INSTITUTIONAL PROFILE FORM COMPLETED, PROPOSAL SUMMARY FORM COMPLETED, IRS 501(C)(3) LETTER, PROPOSAL AND DOCUMENTATION AS APPROPRIATE TO THE REQUEST
cAny submission deadlines:
REQUESTS SHOULD BE SUBMITTED MORE THAN 45 DAYS BEFORE QTRLY COMMITTEE MTGS TO ALLOW TIME FOR REVIEW
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GEOGRAPHICAL AREAS FOR CONSIDERATION ARE: (1ST PREFERENCE) ARKANSAS, COLORADO, KANSAS, MISSOURI, NEW MEXICO, OKLAHOMA, TEXAS; AREAS: EDUCATION, HEALTH, CULTURAL, COMMUNITY SERVICE AND HUMAN SERVICE. APPLICATIONS ARE ALSO ACCEPTED FROM THE WASHINGTON D.C. AREA IN RECOGNITION OF SIGNIFICANT AND CONTINUING INFLUENCE OF THE FEDERAL GOVERNMENT ON THE STATE OF OKLAHOMA AND NEIGHBORING REGION.
Form 990-PF (2023)
Form 990-PF (2023)
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

A TO Z PRODUCTIONS INC

PO BOX 1062
NORMAN,OK73070 		  501(C)(3) TO SUPPORT A PRESENTING UNDERWRITER FOR THE NORMAN PHIL "MASTERWORKS" CONCERT, APRIL 13, 2024 12,000

ALLIED ARTS OF OKLAHOMA INC

1015 N BROADWAY AVE
OKLAHOMA CITY,OK73102 		  501(C)(3) TO SUPPORT THE ALLIED ARTS 2023 CAMPAIGN 15,000

AUGUSTANA ARTS INC

5000 E ALAMEDA AVE
DENVER,CO80246 		  501(C)(3) TO SUPPORT MUSIC ENCOUNTERS THROUGH THE 2022-23 SCHOOL YEAR, SPECIFICALLY FOR INSTRUMENT REPAIR AND REPLACEMENT ONLY 1,500

BLESSINGS TO SHARE FOUNDATION INC

6910 S 101ST E AVE SUITE 210
TULSA,OK74133 		  501(C)(3) TO FUND THE PURCHASE OF FOUR IPADS, THREE LAPTOPS, SIX IPAD KEYBOARDS, SIX TABLET PENCILS, ONE PRINTER, A 2-YEAR SUBSCRIPTION FOR V-I READY VIRTUAL REALITY INTERVIEWING SOFTWARE AND A LIFETIME SUBSCRIPTION TO BABBEL ONLINE LANGUAGE LEARNING PROGRAM 5,000

COMMUNITY CLINIC OF SOUTHWEST MISSOURI

701 SOUTH JOPLIN AVE
JOPLIN,MO64801 		  501(C)(3) TO HELP FINISH THE CLINIC'S REMODELING PROJECT 5,000

COUNCIL ON FOUNDATIONS

1225 23RD STREET NW
WASHINGTON,DC20037 		  501(C)(3) OUTRIGHT GRANT FOR $4,000 4,000

DC STRINGS WORKSHOP (DCSW)

1100 NEW JERSEY AVE SE 2131
WASHINGTON,DC20003 		  501(C)(3) TO PROVIDE CLASSICAL MUSIC INSTRUCTION, WORKSHOPS, AND INTENSIVE CLASSES TO STUDENTS AND EMERGING MUSICIANS 2,500

FOCUS ON HOME INC

6608 N WESTERN AVE
OKLAHOMA CITY,OK73116 		  501(C)(3) FOR ENDING "HOME"LESSNESS IN OUR COMMUNITY 1,500

GREAT EXPECTATIONS FOUNDATION

10929 PAGE AVE
SAINT LOUIS,MO63131 		  501(C)(3) TO SUPPORT TWO FACETS OF THE GE PROFESSIONAL DEVELOPMENT PROGRAM: THE GE METHODOLOGY TRAINING AND ON-SITE COACHING 4,000

HOPE IS ALIVE MINISTRIES INC

14400 BOGERT PKWY
OKLAHOMA CITY,OK73134 		  501(C)(3) TO SUPPORT THE FINDING HOPE EXPANSION PROGRAM 4,000

JOYS TO THE WORLD INC

840 W 81ST ST S
TULSA,OK74132 		  501(C)(3) TO SUPPORT THE JOY LEARNING ACADEMY 2,500

MARY ABBOTT CHILDREN'S HOUSE INC

231 E SYMMES ST
NORMAN,OK73069 		  501(C)(3) TO SUPPORT THE FORENSIC INTERVIEW PROGRAM 5,000

MUSEO DE LAS AMERICAS

861 SANTA FE DR
DENVER,CO80204 		  501(C)(3) TO SUPPORT THE 14TH ANNUAL, THREE-WEEK FLAGSHIP SUMMER PROGRAM, SUMMER ARTS + CULTURE CAMP 2023 2,500

NOT YOUR AVERAGE JOE

1227 N WALKER AVE SUITE 300
OKLAHOMA CITY,OK73103 		  501(C)(3) TO SUPPORT PLACEMENT EXPENSE OF ONE AMERICORPS MEMBERS TO SERVE AT NYAJ 7,200

OKLAHOMA CENTER FOR NONPROFITS INC

701 N LINDSAY AVE
OKLAHOMA CITY,OK73104 		  501(C)(3) FOR THE CENTERED ON IMPACT CAPITAL CAMPAIGM 25,000

OKLAHOMA WILDLIFE CONSERVATION FOUNDATION

1801 NORTH LINCOLN
OKLAHOMA CITY,OK73105 		  501(C)(3) TO SUPPORT BRINGING WATER BACK TO HACKBERRY FLAT MANAGEMENT AREA 2,500

OKLAHOMA ZOOLOGICAL SOCIETY INC

2101 NE 50TH ST
OKLAHOMA CITY,OK73111 		  501(C)(3) TO SUPPORT OKC ZOO EXPANSION THROUGH EXPEDITION AFRICA 15,000

OKMULGEE COUNTY HOMELESS SHELTER INC

214 N MORTON AVE
OKMULGEE,OK74447 		  501(C)(3) FOR TEMPORARY EXPANSION OF FOOD SERVICES TO PROVIDE ADDITIONAL MEALS FOR INCREASED CLIENTS DUE TO THE ECONOMIC FALLOUT FROM COVID. 2,500

POLLARD THEATRE COMPANY

120 W HARRISON AVE
GUTHRIE,OK73044 		  501(C)(3) FOR REPAIR AND MAINTENANCE OF THE STAGE RIGGING AND FLY SYSTEM AT THE POLLARD THEATRE COMPANY 2,500

RACE DANCE COMPANY

11 N LEE AVE
OKLAHOMA CITY,OK73102 		  501(C)(3) TO SUPPORT THE RACE THE SPACE COMMUNITY CLASSES 2,500

RAGTAG FILM SOCIETY

10 HITT ST
COLUMBIA,MO65201 		  501(C)(3) TO SUPPORT CAMP TRUE/FALSE IN MARCH 2023 2,500

SAMARITAN COMMUNITY CENTER

1300 N THOMPSON ST
SPRINGDALE,AR72764 		  501(C)(3) TO PROVIDE SUPPORT FOR THE CHILD FOOD INSECURITY PROGRAM AND TO HELP PURCHASE FOOD TRANSPORTATION BINS 3,000

SCISSORTAIL PARK FOUNDATION

300 SW 7TH ST
OKLAHOMA CITY,OK73109 		  501(C)(3) TO SUPPORT CONCERT SERIES AND PHILHARMONIC PERFORMANCES 10,000

SUICIDE PREVENTION OF COWLEY COUNTY COALITION

22214 D STREET
WINFIELD,KS67156 		  501(C)(3) TO PLACE THE BOOK "EMOTIONALLY NAKED" WRITTEN BY ANNE ROGERS AND KIMBERLY O'BRIEN, A TEACHER'S GUIDE TO PREVENTING SUICIDE AND RECOGNIZING STUDENTS AT RISK, IN THE HANDS OF ALL COWLEY COUNTY, KANSAS, HIGH SCHOOL STAFF 3,000

TEACHING NINJAS INC

10637 GENTRY LN SW
ALBUQUERQUE,NM87121 		  501(C)(3) TO SUPPORT 2024 STEAM SUMMER PROGRAMS TO 10 COMMUNITY CENTERS IN THE HIGHEST NEED NEIGHBORHOODS OF ALBUQUERQUE AND BERNALILLO COUNTY 2,500

TURPENTINE CREEK WILDLIFE REFUGE

239 TURPENTINE CREEK LN
EUREKA SPRINGS,AR72632 		  501(C)(3) FOR THE CONSTRUCTION OF THE BIG CAT EDUCATION CENTER AND MUSEUM 5,000

UNITED WE

2100 CENTRAL STREET SUITE 11E
KANSAS CITY,MO64108 		  501(C)(3) TO SUPPORT OKLAHOMA CHILDCARE LICENSING PROJECT 15,000
Total .................................right arrow 3a 162,700
bApproved for future payment

501TECH
7030 S YALE AVE 600
TULSA,OK74136 		  501(C)(3) TO PROVIDE SECURITYPLUS HARDWARE UPGRADES FOR EXISTING CLIENTS AS WELL AS OKLAHOMA NONPROFITS WAITING FOR SERVICE 2,500

A CHANCE TO CHANGE FOUNDATION
2113 W BRITTON RD
OKLAHOMA CITY,OK73120 		  501(C)(3) TO SUPPORT GENERAL OPERATIONS 2,500

A SPECIAL PURPOSE
1701 S MAIN ST 1225
BROKEN ARROW,OK74013 		  501(C)(3) FOR GENERAL PROGRAM SUPPORT 2,000

AMERICAN INDIAN CULTURAL CENTER FOUNDATION
659 AMERICAN INDIAN BLVD
OKLAHOMA CITY,OK73129 		  501(C)(3) TO RECRUIT AND TRAIN A NEW CLASS OF 10 DOCENTS, UNDERWRITE A PORTION OF A SALARY FOR THE SCHOOL & TOUR PROGRAM COORDINATOR, AND TO PROVIDE TITLE I SCHOOLS WITH FREE ADMISSION TO THE MUSEUM 5,000

BEYOND THE SPECTRUM OK
1420 VULCAN CIRCLE
EDMOND,OK73003 		  501(C)(3) TO PROVIDE SUPPORT FOR THERAPY AND CLASSES FOR CHILDREN WITH DISABILITIES AND THEIR FAMILIES 5,000

BOYS HOPE GIRLS HOPE
5257 SHAW AVENUE
SAINT LOUIS,MO63110 		  501(C)(3) TO SUPPORT BHGHSTL COHORT PROGRAMS 2,500

CENTRAL OKLAHOMA CAMP AND CONFERENCE CENTER
1 TWIN CEDAR LN
GUTHRIE,OK73044 		  501(C)(3) TO PROVIDE GENERAL OPERATING EXPENSES 4,000

CHARLES B GODDARD CENTER FOR THE VISUAL AND PERFORMING ARTS INC
401 1ST AVE SW
ARDMORE,OK73401 		  501(C)(3) TO HELP AND RENOVATE AND REMODEL THE GODDARD CENTER FACILITIES 10,000

COLORADO FRIENDSHIP INC
1067 S HOVER ST E-116
LONGMONT,CO80501 		  501(C)(3) TO PROVIDE SUPPORT FOR THE INCREDIBLES PROGRAM FOR COLORADO FRIENDSHIP 2,500

COLORADO SPRINGS CONSERVATORY FOUNDATION
415 S SAHWATCH ST
COLORADO SPRINGS,CO80903 		  501(C)(3) TO SUPPORT MENTAL HEALTH & WELLNESS PROFESSIONAL DEVELOPMENT AND TRAINING FOR CSC STAFF 2,500

DENVER CHILDREN'S HOME
1501 ALBION ST
DENVER,CO80220 		  501(C)(3) TO SUPPORT CORE PROGRAMS FOR TRAUMA-IMPACTED YOUTH 2,500

DESIGN CONNECT CREATE
2580 W CAMP WISDOM RD STE 100 - PMB
203
GRAND PRAIRIE,TX75052 		  501(C)(3) TO PURCHASE STEM SUPPLIES AND EQUIPMENT FOR ONE STEM CAMP SERVING 30 GIRLS OVER THE SUMMER. 5,000

DURANGO EDUCATION FOUNDATION
201 E 12TH ST
DURANGO,CO81301 		  501(C)(3) TO SUPPORT CODING AND MARKERSPACE EQUIPMENT 5,000

EL SISTEMA OKLAHOMA INC
1001 NW 25TH ST
OKLAHOMA CITY,OK73106 		  501(C)(3) TO SUPPORT THE INCREASED NEW STUDENT ENROLLMENT 2,500

ENNIS PUBLIC THEATER
113 N DALLAS STREET
ENNIS,TX75119 		  501(C)(3) TO SUPPORT THE YOUNG ARTISTS PROGRAM (Y.A.P.) 2,500

ERIN EICKMEIER FOUNDATION
414 WILDBRIER
BALLWIN,MO63011 		  501(C)(3) TO SUPPORT CAMP CIRCLE STAR FUN DAY EXPANSION 2,500

FREEDOM CITY
PO BOX 16443
OKLAHOMA CITY,OK73113 		  501(C)(3) TO SUPPORT TRANSPORTATION COSTS FOR AFTERSCHOOL PROGRAM 2,500

FRIENDS OF CHAMBER MUSIC KANSAS CITY
4635 WYANDOTTE ST 201
KANSAS CITY,MO64112 		  501(C)(3) TO SUPPORT EDUCATIONAL INITIATIVES, INCLUDING THE NEW YOUNG ARTISTS PROGRAM 2,500

GENERAL TOMMY FRANKS LEADERSHIP INSTITUTE AND MUSEUM
507 S MAIN ST
HOBART,OK73651 		  501(C)(3) TO HELP PURCHASE ROLLER SHADES FOR 66 UNFILTERED WINDOWS FOR THE HISTORIC STANLEY BUILDING COMMUNITY CENTER 2,000

GIRLS WHO CODE INC
1250 BROADWAY FLOOR 17
NEW YORK,NY10001 		  501(C)(3) TO SUPPORT THE EXPANSION OF THE AFTERSCHOOL GIRLS WHO CODE CLUBS IN OKLAHOMA 2,500

GROWING TOGETHER
32 S LEWIS AVE
TULSA,OK74104 		  501(C)(3) TO SUPPORT THE EXPANSION OF THE AFTERSCHOOL GIRLS WHO CODE CLUBS IN OKLAHOMA 2,500

HALO PROJECT
401 E MEMORIAL RD
OKLAHOMA CITY,OK73114 		  501(C)(3) TO SUPPORT MAKING SENSE OF YOUR WORTH GROUP PROGRAM FOR CHILDREN 2,000

HEAR MY CRY FOUNDATION
2626 COLE AVE
DALLAS,TX75204 		  501(C)(3) FOR SUPPORT PROGRAMS THAT ADDRESS THE MENTAL HEALTH OF YOUTH AND STRIVE TO ENSURE SCHOOL SAFETY IN NORTH TEXAS 2,500

HENRY WRINKLES FOUNDATION
517 S 5TH ST
PARAGOULD,AR72450 		  501(C)(3) TO FUND EQUIPMENT FOR THERAPY SESSIONS 2,500

LONGVIEW ACT
313 WEST TYLER
LONGVIEW,TX75601 		  501(C)(3) TO SUPPORT A LOBBY RENOVATION PROJECT 2,500

MID-AMERICA SCIENCE MUSEUM
500 MID AMERICA BLVD
HOT SPRINGS,AR71913 		  501(C)(3) TO PURCHASE SUPPLIES AND DEVELOP SCIENCE-TO-GO KITS FOR DISTRIBUTION TO CHILDREN IN GARLAND COUNTY 2,000

MOUNT EVANS HOSPICE INC
3081 BERGEN PEAK DR
EVERGREEN,CO80439 		  501(C)(3) TO SUPPORT MOUNT EVANS CAMP COMFORT PROGRAM EXPANSION 2,500

NEIGHBORHOOD HOPE DEALERS INC
PO BOX 1681
SUISUN CITY,CA94585 		  501(C)(3) TO SUPPORT THE LIFE TRANSFORMATION PROGRAM 2,500

NEW HOPE REFUGE
10 BELL GROVE RD
BATESVILLE,AR72501 		  501(C)(3) TO PROVIDE FUNDING TO REMODEL THE CURRENT HOUSING STRUCTURE ORIGINALLY BUILT IN 2004 AND ALSO TO REPLACE FLOORING 5,000

NORMAN FIREHOUSE ART CENTER
444 S FLOOD AVE
NORMAN,OK73069 		  501(C)(3) TO SUPPORT PRE-SCHOOL VISUAL ARTS EDUCATION PROGRAM 2,500

NORTHEASTERN STATE UNIVERSITY FOUNDATION INC
812 N CEDAR AVE
TAHLEQUAH,OK74464 		  501(C)(3) TO PROVIDE FREE CHILDREN'S BOOKS FOR THIRD TO SIXTH GRADE IN OVER 50 SCHOOLS AND EDUCATORS IN AND AROUND CHEROKEE COUNTY 5,000

NORTHWEST ARKANSAS CHILDREN'S SHELTER INC
860 NW VAUGHN RD
BENTONVILLE,AR72713 		  501(C)(3) TO SUPPORT NWACS IN PROVIDING INDIVIDUALIZED, TRAUMA-CENTERED EDUCATION TO CHILDREN WHO HAVE SUFFERED SIGNIFICANT CHILDHOOD TRAUMA 3,000

NURSE-FAMILY PARTNERSHIP
1000 NORTHEAST 10TH STREET
OKLAHOMA CITY,OK73160 		  501(C)(3) TO SUPPORT NFP'S EFFORTS TO SERVE OKLAHOMA FAMILIES FACING ECONOMIC AND RACIAL INEQUITIES AND OTHER HARMFUL SOCIAL DETERMINANTS OF HEALTH STATEWIDE 3,500

OKLAHOMA HUMANITIES COUNCIL INC
424 COLCORD DR SUITE E
OKLAHOMA CITY,OK73102 		  501(C)(3) TO SUPPORT THE MUSEUM ON MAIN STREET PROGRAM 2,500

OKLAHOMA WOMEN IN AG ASSOCIATION
1701 N MARTIN LUTHER KING AVE
OKLAHOMA CITY,OK73111 		  501(C)(3) FOR THE SCHOOL MEALS AND AGRICULTURE EDUCATION PROGRAM-DEADLINE FOR MEETING CHALLENGE EXTENDED TO MAY 31, 2024 2,500

OWASSO COMMUNITY RESOURCES INC
109 N BIRCH ST SUITE 109
OWASSO,OK74055 		  501(C)(3) TO SUPPORT THE FRESH MARKET AND FOOD PANTRY PROGRAMS WITH INCREASED COST OF SERVING CLIENTS 2,500

POSITIVE TOMORROWS INC
PO BOX 61190
OKLAHOMA CITY,OK73146 		  501(C)(3) TO PROVIDE GENERAL OPERATING EXPENSES 10,000

RAY OF HOPE CANCER FOUNDATION
1385 S COLORADO BLVD 108
DENVER,CO80222 		  501(C)(3) TO PROVIDE SUPPORT FOR THE COLORADO GIVES DAY CAMPAIGN 2,000

RED DIRT RELIEF FUND
1611 S UTICA AVE 219
TULSA,OK74104 		  501(C)(3) TO SUPPORT RED DIRT MUSIC EVENTS IN STILLWATER, TULSA AND OKLAHOMA CITY 2,000

SAFENET SERVICES INC
1219 W DUPONT ST
CLAREMORE,OK74017 		  501(C)(3) TO SUPPORT SERVING INDIVIDUALS AND FAMILIES HEALING FROM THE CONSEQUENCES OF DOMESTIC VIOLENCE, SEXUAL ASSAULT, AND STALKING IN ROGERS AND MAYES COUNTIES 1,500

SAVANNAH STATION THERAPEUTIC RIDING PROGRAM
13420 FRISCO RD
YUKON,OK73099 		  501(C)(3) TO SUPPORT ROOM TO GROW EXPANSION 2,500

SPECIAL OLYMPICS KANSAS INC
5280 FOXRIDGE DR
MISSION,KS66202 		  501(C)(3) TO SUPPORT YOUTH SUMMITS 1,000

SPECIAL OLYMPICS OKLAHOMA INC
6835 S CANTON AVE
TULSA,OK74136 		  501(C)(3) TO SUPPORT SOOK WITH NEW TRACK TIMING SYSTEMS FOR AREA AND STATE COMPETITIONS 1,000

TAILS OF TRANSFORMATION
14195 ROAD 31
MANCOS,CO81328 		  501(C)(3) TO SUPPORT HORSE FACILITATED YOUTH AND ADOLESCENT PROGRAMS AND TO CREATE SCHOLARSHIPS 2,500

TAPING FOR THE BLIND INC
3935 ESSEX LANE
HOUSTON,TX77027 		  501(C)(3) TO PROVIDE SUPPORT FOR TAPING FOR THE BLIND'S CUSTOM READING PROGRAM WHICH ALSO INCLUDES READING PROGRAMS 2,500

THE FRED SOMERSET MEMORIAL SCHOLARSHIP PROGRAM
8403 LAZY CREEK CT
SPRINGFIELD,VA22153 		  501(C)(3) TO SUPPORT THE WORKSPACE OF LOCAL EDUCATORS, CURATORS, MENTAL AND PHYSICAL HEALTH EXPERTS, AND FINANCIAL PROFESSIONALS 2,500

THE MENTORING ALLIANCE
1909 S BROADWAY AVE
TYLER,TX75701 		  501(C)(3) TO SUPPORT EXPANSION OF AFFORDABLE, HIGH-QUALITY PROGRAMS THAT BUILD CHARACTER, INCREASE CONFIDENCE, AND MOTIVATE KIDS TO STAY IN SCHOOL AND AIM FOR HIGHER EDUCATION. 2,500

THE SAN MIGUEL SCHOOL OF TULSA INC
2444 E ADMIRAL BLVD
TULSA,OK74110 		  501(C)(3) TO SUPPORT ART EDUCATION PROGRAMS 2,500

THE SELF RESEARCH INSTITUTE INC
18452 E 111TH ST SUITE 104
BROKEN ARROW,OK74011 		  501(C)(3) TO SUPPORT THE PROGRAMS OF SELF RESEARCH INSTITUTE 2,500

VERA LLOYD PRESBYTERIAN HOME AND FAMILY SERVICES INC
1501 N UNIVERSITY STE 345
LITTLE ROCK,AR72207 		  501(C)(3) TO PROVIDE FUNDING FOR "LULU'S LOVE IN ACTION DAY', AN ANNUAL DAY OF GIVING TO CELEBRATE OUR FOUNDER. 1,500

WESTERN MUSEUM OF MINING & INDUSTRY
225 NORTH GATE BLVD
COLORADO SPRINGS,CO80921 		  501(C)(3) TO CONVERT UNIQUE ENRICHMENT PROGRAMS INTO A TRAVELING EDUCATIONAL EXPERIENCE FOR SCHOOLS IN ABOUT 6 SURROUNDING COUNTIES TO SERVE 1500-2500 ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS EACH YEAR AT THE SCHOOL SITES 2,500

WINGS OF HOPE EQUITHERAPY
4200 COUNTY RD 806
CLEBURNE,TX76031 		  501(C)(3) TO PROVIDE FINANCIAL SUPPORT FOR EQUINE ASSISTED ACTIVITIES FOR THOSE WITH DISABILITIES 2,000
Total ................................. right arrow 3b 154,500
Form 990-PF (2023)
Form 990-PF (2023)
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 12,205  
4 Dividends and interest from securities ....     14 363,019  
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 .....     14 22,574  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 686,502  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,084,300 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,084,300
(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 (2023)
Form 990-PF (2023)
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.
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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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE KERR FOUNDATION INC
EIN:
73-1256122
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT FEES 23,720 21,348   2,372

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE KERR FOUNDATION INC
EIN:
73-1256122
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 548,410 541,888

TY 2023 InvestmentsCorpStockSchedule
Name:
THE KERR FOUNDATION INC
EIN:
73-1256122
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS 10,409,460 13,928,550

TY 2023 InvestmentsOtherSchedule2
Name:
THE KERR FOUNDATION INC
EIN:
73-1256122
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MEMBERSHIP INVESTMENT AT COST 614,265 614,265
CERTIFICATE OF DEPOSITS AT COST 50,115 50,101

TY 2023 LandEtcSchedule2
Name:
THE KERR FOUNDATION INC
EIN:
73-1256122
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 118,145 0 118,145 118,145
BUILDINGS 1,164,038 771,763 392,275 392,275
OFFICE FURNITURE AND FIXTURES 184,942 184,860 82 82
EQUIPMENT 146,751 115,646 31,105 31,105
AUTOMOBILES 150,596 29,949 120,647 120,647


TY 2023 MortgagesAndNotesPayableSch
Name:
THE KERR FOUNDATION INC
EIN:
73-1256122
Total Mortgage Amount:  

Item No. 1
Lender's Name ALLY FINANCIAL
Lender's Title  
Relationship to Insider NONE
Original Amount of Loan 32,325
Balance Due 32,325
Date of Note 2023-12
Maturity Date 2029-12
Repayment Terms 72 MONTHS
Interest Rate 8.190000000000
Security Provided by Borrower 2023 SUBARU OUTBACK
Purpose of Loan AUTO PURCHASE
Description of Lender Consideration CASH
Consideration FMV 32325

Item No. 2
Lender's Name HYUNDAI MOTOR FINANCE
Lender's Title  
Relationship to Insider NONE
Original Amount of Loan 40,509
Balance Due 40,509
Date of Note 2023-12
Maturity Date 2029-12
Repayment Terms 72 MONTHS
Interest Rate 5.490000000000
Security Provided by Borrower 2024 HYUNDAI PALISADE
Purpose of Loan AUTO PURCHASE
Description of Lender Consideration CASH
Consideration FMV 40509


TY 2023 OtherAssetsSchedule
Name:
THE KERR FOUNDATION INC
EIN:
73-1256122
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ARTWORK 117,978 122,062 122,062
SURRENDER VALUE OF LIFE INSURANCE POLICY 5,565,235 5,721,460 5,721,460


TY 2023 OtherExpensesSchedule
Name:
THE KERR FOUNDATION INC
EIN:
73-1256122
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUTOMOBILES 10,661 2,665   7,996
COMMUNITY SUPPORT 107,212 0   107,212
CONTRACT LABOR 2,012 503   1,509
DUES AND SUBSCRIPTIONS 41,042 10,261   30,781
GRANT ADMINISTRATION 2,709 677   2,032
LIFE INSURANCE -156,224 -156,224   0
MISCELLANEOUS BUSINESS EXPENSES 13,643 3,411   10,232
OFFICE SUPPLIES 36,007 9,002   27,005
REPAIRS AND MAINTENANCE 48,126 12,031   36,095
TELEPHONE 30,855 7,714   23,141
UTILITIES 16,405 4,101   12,304
INSURANCE 21,393 5,348   16,045


TY 2023 OtherIncomeSchedule2
Name:
THE KERR FOUNDATION INC
EIN:
73-1256122
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OIL AND GAS ROYALTIES 22,574 22,574 22,574


TY 2023 OtherIncreasesSchedule
Name:
THE KERR FOUNDATION INC
EIN:
73-1256122
Description Amount
GAINS FROM PASS THRU INVESTMENTS 222


TY 2023 OtherProfessionalFeesSchedule
Name:
THE KERR FOUNDATION INC
EIN:
73-1256122
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT 121,537 109,383   12,154
ADMINISTRATIVE 111,535 28,910   82,625


TY 2023 TaxesSchedule
Name:
THE KERR FOUNDATION INC
EIN:
73-1256122
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 4,073 4,073   0
PAYROLL TAXES 43,670 10,918   32,753
EXCISE TAXES 1,222 1,222   0