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
MAXINE AND JACK ZARROW FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)401 SOUTH BOSTON AVENUE 2700
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK741034012
A Employer identification number

31-6640903
B Telephone number (see instructions)

(918) 295-8000
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$77,753,368J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,697,990 1,697,990  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 687,278
b Gross sales price for all assets on line 6a 3,857,835
7 Capital gain net income (from Part IV, line 2)... 687,278
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,385,268 2,385,268  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,958 13,979   13,979
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
17,345 8,672   8,673
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,310 14,310   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
535,347 266,416   260,090
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 594,960 303,377   282,742
25 Contributions, gifts, grants paid....... 2,938,406 2,938,406
26 Total expenses and disbursements. Add lines 24 and 25 3,533,366 303,377   3,221,148
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,148,098
b Net investment income (if negative, enter -0-) 2,081,891
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............. 21,735 47,080 47,080
2 Savings and temporary cash investments......... 2,380,538 873,937 873,937
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) 4,004,552 Click to see attachment
List of Attached Documents:
// Content
5,239,513 		5,286,105
b Investments—corporate stock (attach schedule)....... 39,418,634 Click to see attachment
List of Attached Documents:
// Content
39,171,393 		66,350,763
c Investments—corporate bonds (attach schedule)....... 6,000,000 Click to see attachment
List of Attached Documents:
// Content
5,350,000 		5,195,483
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)..........      
14 Land, buildings, and equipment: basis right arrow33,123
Less: accumulated depreciation (attach schedule) right arrow33,123 358 0 0
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 51,825,817 50,681,923 77,753,368
Liabilities 17 Accounts payable and accrued expenses.......... 39,782 43,986
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 39,782 43,986
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........... 51,786,035 50,637,937
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)..... 51,786,035 50,637,937
30 Total liabilities and net assets/fund balances (see instructions). 51,825,817 50,681,923
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
51,786,035
2
Enter amount from Part I, line 27a .....................
2
-1,148,098
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
50,637,937
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
50,637,937
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      
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 3,857,835   3,170,557 687,278
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       687,278
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 2 687,278
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 28,938
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 28,938
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 28,938
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 29,303
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,303
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 10,365
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow10,365 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.ZARROW.COM
14
The books are in care ofright arrowZARROW FAMILY OFFICE LLC Telephone no.right arrow (918) 295-8000

Located atright arrow401 SOUTH BOSTON AVE SUITE 900TULSAOK ZIP+4right arrow741034012
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
GAIL RICHARDS PRESIDENT
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 900
TULSA,OK741034012
ERIC RICHARDS VP/SECRETARY
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 900
TULSA,OK741034012
HILARY ZARROW VP/TREASURER/ASST SECRETAR
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 900
TULSA,OK741034012
STEVE COCHRAN ASSISTANT TREASURER
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 900
TULSA,OK741034012
ALISON ZARROW VICE PRESIDENT
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 900
TULSA,OK741034012
RACHEL ZARROW VICE PRESIDENT
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 900
TULSA,OK741034012
MAXINE ZARROW VICE PRESIDENT
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 900
TULSA,OK741034012
REBECCA RICHARDS VICE PRESIDENT
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 900
TULSA,OK741034012
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
NONE
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
68,449,445
b
Average of monthly cash balances.......................
1b
1,183,337
c
Fair market value of all other assets (see instructions)................
1c
3,892,191
d
Total (add lines 1a, b, and c).........................
1d
73,524,973
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
73,524,973
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,102,875
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
72,422,098
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,621,105
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
3,621,105
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
28,938
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,938
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,592,167
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,592,167
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
3,592,167
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
3,221,148
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
3,221,148
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 3,592,167
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 927,586
b From 2019...... 1,687,425
c From 2020...... 1,371,108
d From 2021...... 2,215,436
e From 2022......  
f Total of lines 3a through e ........ 6,201,555
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,221,148
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 3,221,148
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 371,019 371,019
(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 5,830,536
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) ... 		556,567
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		5,273,969
10 Analysis of line 9:
a Excess from 2019.... 1,687,425
b Excess from 2020.... 1,371,108
c Excess from 2021.... 2,215,436
d Excess from 2022....  
e Excess from 2023....  
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:
BILL MAJOR EXECUTIVE DIRECTOR
401 SOUTH BOSTON AVE SUITE 900
TULSA,OK741034012
(918) 295-8000
bThe form in which applications should be submitted and information and materials they should include:
A WRITTEN DESCRIPTION OF THE PROGRAM AND EVIDENCE OF TAX EXEMPTION.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PRIMARILY TULSA AREA, TO PUBLICLY SUPPORTED EXEMPT ORGANIZATIONS PROVIDING RELIEF TO THE POOR, DISTRESSED, UNDERPRIVILEGED, ETC.
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

ABILITY RESOURCES

110 W 7TH STREET SUITE 200
TULSA,OK74119 		  PC GENERAL OPERATING EXPENSES 7,500

THE APPEAL

PO BOX 3711
LANDERS,CA92285 		  PC GENERAL OPERATING SUPPORT 5,000

ASSISTANCE LEAGUE OF TULSA

5350 EAST 31ST STREET
TULSA,OK74135 		  PC OPERATION SCHOOL BELL 25,000

THE ASSOCIATED JEWISH FEDERATION OF BALTIMORE

101 W MOUNT ROYAL AVE
BALTIMORE,MD21201 		  PC EMERGENCY FUND FOR ISRAEL, IN MEMORY OF SHELDON GOLDSEKER 500

BIT BY BIT THERAPEUTIC RIDING CENTER INC

14674 S HIGHWAY 169
OOLOGAH,OK74053 		  PC SADDLE UP GET RIPPED FOR BIT BY BIT 2023 1,000

BLITZ UNITED SOCCER CLUB

4931 S MINGO RD STE A
TULSA,OK74146 		  PC SCHOLARSHIP FUND SUPPORT 1,500

B'NAI BUTTE

PO BOX 2537
CRESTED BUTTE,CO81224 		  PC GENERAL OPERATING SUPPORT 1,000

B'NAI EMUNAH CONGREGATION

PO BOX 52430
TULSA,OK74152 		  PC OPERATING EXPENSES 1,000

B'NAI EMUNAH CONGREGATION

PO BOX 52430
TULSA,OK74152 		  PC EARTHQUAKE RELIEF - TURKEY AND SYRIA 20,000

B'NAI EMUNAH CONGREGATION

PO BOX 52430
TULSA,OK74152 		  PC RABBI'S RETIREMENT FUND 3,000

B'NAI EMUNAH CONGREGATION

PO BOX 52430
TULSA,OK74152 		  PC OPERATING EXPENSES 30,000

B'NAI EMUNAH CONGREGATION

PO BOX 52430
TULSA,OK74152 		  PC NEW PARKING LOT AT CONGREGATION BNAI EMUNAH 200,000

BOTTOM LINE INC

500 AMORY STREET STE 3
BOSTON,MA02130 		  PC BOTTOM LINE CHICAGO RISE UP, IN HONOR OF ALEJANDRO LONGORIA 2,500

BRADY CENTER TO PREVENT GUN VIOLENCE

840 FIRST STREET NE
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 5,000

108 CONTEMPORARY

108 EAST RECONCILIATION WAY
TULSA,OK74135 		  PC GENERAL OPERATING SUPPORT 15,000

108 CONTEMPORARY

108 EAST RECONCILIATION WAY
TULSA,OK74135 		  PC OPERATING EXPENSES 250

BRIDGES FOUNDATION THE

1813 N ASH ST
JENKS,OK74037 		  PC BRIDGES SUMMER CAMP 25,000

CAMP KESEM NATIONAL

10586 WEST PICO BOULEVARD 196
LOS ANGELES,CA90064 		  PC CAMP KESEM AT STANFORD 16,000

CENTER FOR THE ARTS

606 SIXTH ST
CRESTED BUTTE,CO81224 		  PC SPONSORSHIP OF THE 2023 ALPENGLOW SUMMER CONCERT SERIES 15,000

CHABAD OF LINCOLN PARK

1962 N BISSEL STREET 2
CHICAGO,IL60614 		  PC CHALLAH 5,000

CHI-CARE

2711 N HALSTED ST
CHICAGO,IL60614 		  PC MEALS TO FEED MIGRANTS AT THE 18TH DISTRICT STATION 5,000

CLAREHOUSE

7617 S MINGO RD
TULSA,OK74133 		  PC GENERAL OPERATING SUPPORT 15,000

CLUBHOUSE TULSA

925 S YALE AVE
TULSA,OK74112 		  PC IN HONOR OF MAX PARKER 1,000

COMMUNITIES UNITED FOR RESTORATIVE YOUTH JUSTICE

490 LAKE PARK AVE STE 16086
OAKLAND,CA94610 		  PC GENERAL OPERATING SUPPORT 5,000

CONGREGATION EMANU-EL

2 LAKE ST
SAN FRANCISCO,CA94118 		  PC TZEDEK COUNCIL/SOCIAL JUSTICE PROJECTS 50,000

CONGREGATION EMANU-EL

2 LAKE ST
SAN FRANCISCO,CA94118 		  PC TZEDEK COLLECTIVE UKRAINIAN RESETTLEMENT 10,000

CONGREGATION EMANU-EL

2 LAKE ST
SAN FRANCISCO,CA94118 		  PC TZEDEK COLLECTIVE UKRAINIAN RESETTLEMENT 10,000

CONGREGATION EMANU-EL

2 LAKE ST
SAN FRANCISCO,CA94118 		  PC TZEDEK COLLECTIVE UKRAINIAN RESETTLEMENT 10,000

CONGREGATION EMANU-EL

2 LAKE ST
SAN FRANCISCO,CA94118 		  PC IMPACT EMANU-EL FUND 5,000

CONGREGATION EMANU-EL

2 LAKE ST
SAN FRANCISCO,CA94118 		  PC NEXT FUND 6,500

CONTEMPORARY JEWISH MUSEUM

736 MISSION ST
SAN FRANCISCO,CA94103 		  PC GENERAL OPERATING EXPENSES 1,000

CREATIVITY EXPLORED

3245 16TH STREET
SAN FRANCISCO,CA94103 		  PC GENERAL OPERATING SUPPORT 10,000

CROP ORGANIZATION

2511 ADELINE STREET
OAKLAND,CA94607 		  PC GENERAL OPERATING SUPPORT 5,000

CRYSTAL BRIDGES MUSEUM OF AMERICAN ART INC

600 MUSEUM WAY
BENTONVILLE,AR72712 		  PC THE PARTY 2023 4,600

ELEVATED ACCESS INC

PO BOX 6806
CHAMPAIGN,IL61826 		  PC GENERAL OPERATING SUPPORT 10,000

ELLA BAKER CENTER FOR HUMAN RIGHTS

1419 34TH AVENUE SUITE 202
OAKLAND,CA94601 		  PC GENERAL OPERATING EXPENSES 10,000

ESSIE JUSTICE GROUP

1700 BROADWAY STE 200
OAKLAND,CA94612 		  PC GENERAL OPERATING SUPPORT 5,000

FAMILIES AGAINST MANDATORY MINIMUMS

1100 H STREET NW SUITE 1000
WASHINGTON,DC20005 		  PC GENERAL OPERATING SUPPORT 5,000

FAMILY & CHILDREN'S SERVICES INC

LEGACY PLAZA 5310 E 31ST ST SUITE
800
TULSA,OK741355018 		  PC NAVIGATE PROGRAM 50,000

FAMILY SAFETY CENTER

600 CIVIC CTR SUITE 108
TULSA,OK74103 		  PC GENERAL OPERATING SUPPORT 15,000

FRANCIS W PARKER SCHOOL

330 W WEBSTER AVE
CHICAGO,IL60614 		  PC MATHEMATICS ENDOWMENT ($70,000) AND PARKER FUND ($30,000) 44,000

GREENWOOD CULTURAL CENTER

322 NORTH GREENWOOD AVENUE
TULSA,OK74120 		  PC LEGACY AWARD DINNER 2023 5,000

HASIDAH

PO BOX 9531
BERKELEY,CA94709 		  PC GENERAL OPERATING EXPENSES 5,000

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		  PC MAUI STRONG FUND 5,000

HILLEL AT STANFORD

PO BOX 20526
STANFORD,CA94309 		  PC GENERAL OPERATING SUPPORT 2,500

HILLEL AT STANFORD

PO BOX 20526
STANFORD,CA94309 		  PC GENERAL OPERATING EXPENSES 15,000

HILLEL JEWISH STUDENT CENTER AT OU

15524 ROSEDOWN DRIVE
OKLAHOMA CITY,OK73170 		  PC CAPITAL CAMPAIGN 5,000

HILLEL JEWISH STUDENT CENTER AT OU

15524 ROSEDOWN DRIVE
OKLAHOMA CITY,OK73170 		  PC GENERAL OPERATING SUPPORT 20,000

HOLLAND HALL SCHOOL

5666 E 81ST ST
TULSA,OK74137 		  PC 4TH GRADE SCIENCE CLUB 1,000

HOLLAND HALL SCHOOL

5666 E 81ST ST
TULSA,OK74137 		  PC FOUNDERS GUILD CONTRIBUTION 5,000

HOLLAND HALL SCHOOL

5666 E 81ST ST
TULSA,OK74137 		  PC TRIVIA NIGHT 2023 ADDITIONAL SUPPORT 250

HOLLAND HALL SCHOOL

5666 E 81ST ST
TULSA,OK74137 		  PC GENERAL OPERATING SUPPORT 6,000

HOLLAND HALL SCHOOL

5666 E 81ST ST
TULSA,OK74137 		  PC TRIVIA NIGHT 2023 118

HOLLAND HALL SCHOOL

5666 E 81ST ST
TULSA,OK74137 		  PC ARTWORKS 2023 1,500

HOLLAND HALL SCHOOL

5666 E 81ST ST
TULSA,OK74137 		  PC CREATION OF ARCHITECTURAL CONCEPTUAL RENDERINGS FOR THE UPCOMING MIDDLE SCHOOL CAPITAL CAMPAIGN 30,000

HOLLAND HALL SCHOOL

5666 E 81ST ST
TULSA,OK74137 		  PC ANNUAL FUND 1,000

INSIGHT GARDEN PROGRAM

PO BOX 19669
SACRAMENTO,CA95819 		  PC GENERAL OPERATING SUPPORT 5,000

IRON GATE INC

501 W ARCHER ST
TULSA,OK74103 		  PC GENERAL OPERATING SUPPORT 37,500

JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES

121 STEUART STREET
SAN FRANCISCO,CA94105 		  PC 2023 ISRAEL EMERGENCY FUND 100,000

JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA

121 STEUART ST STE 301
SAN FRANCISCO,CA94105 		  PC GENERAL OPERATING SUPPORT 1,000

JEWISH FAMILY & CHILDRENS SERVICES

2150 POST STREET PO BOX 159004
SAN FRANCISCO,CA94115 		  PC GENERAL OPERATING SUPPORT 15,000

JEWISH FEDERATION OF TULSA

2021 EAST 71ST STREET
TULSA,OK74136 		  PC 2023 SHERWIN MILLER MUSEUM ANNUAL GALA 2,500

JEWISH FUNDERS NETWORK

150 WEST 30TH ST
NEW YORK,NY10001 		  PC 2023 CONTRIBUTION 3,600

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

30 S WELLS ST ROOM 5132
CHICAGO,IL60606 		  PC ISRAEL EMERGENCY FUND 100,000

JOHN HOPE FRANKLIN CENTER FOR RECONCILIATION INC

535 N GREENWOOD AVE
TULSA,OK74106 		  PC 2023 RECONCILIATION IN AMERICA NATIONAL SYMPOSIUM 10,000

LIFT TO RISE

73-710 FRED WARING DR STE 100
PALM DESERT,CA92260 		  PC GENERAL OPERATING SUPPORT 5,000

MAYO CLINIC

200 FIRST ST SW SIEBENS 9
ROCHESTER,MN55905 		  PC TO ESTABLISH, NAME, AND ENDOW THE MAXINE F. ZARROW FUND IN MICROBIOME RESEARCH AT THE MAYO CLINIC CENTER FOR INDIVIDUALIZED MEDICINE 600,000

MENTAL HEALTH ASSOCIATION OKLAHOMA

5330 EAST 31ST STREET SUITE 1000
TULSA,OK74135 		  PC CARNIVALE 2023 28,000

MENTAL HEALTH ASSOCIATION OKLAHOMA

5330 EAST 31ST STREET SUITE 1000
TULSA,OK74135 		  PC SPONSORSHIP OF THE 2023 ZARROW MENTAL HEALTH SYMPOSIUM 30,000

MENTAL HEALTH ASSOCIATION OKLAHOMA

5330 EAST 31ST STREET SUITE 1000
TULSA,OK74135 		  PC WALKER HALL TRANSITIONAL LIVING PROGRAM 40,000

MISHKAN CHICAGO

4001 N RAVENSWOOD UNIT 101
CHICAGO,IL60613 		  PC GENERAL OPERATING SUPPORT 25,000

MISHKAN CHICAGO

4001 N RAVENSWOOD UNIT 101
CHICAGO,IL60613 		  PC RABBI LIZZI HEYDEMANN'S DISCRETIONARY FUND 10,000

MOUNT TAMALPAIS COLLEGE

PO BOX 492
SAN QUENTIN,CA94964 		  PC GENERAL OPERATING SUPPORT 5,000

NATIONAL ALOPECIA AREATA FOUNDATION

65 MITCHELL BLVD SUITE 200-B
SAN RAFAEL,CA94903 		  PC THE ASCOT FUND 5,000

NEW VENTURE FUND

1828 L STREET NW
WASHINGTON,DC20036 		  PC THE CLEAN SLATE INITIATIVE GENERAL OPERATING SUPPORT 5,000

NEW YORK LEGAL ASSISTANCE GROUP

100 PEARL STREET 19TH FLOOR
NEW YORK CITY,NY10004 		  PC GENERAL OPERATING SUPPORT 500

OKLAHOMA APPLESEED CENTER FOR LAW AND JUSTICE INC

110 S HARTFORD AVE STE 1008
TULSA,OK74120 		  PC GENERAL OPERATING SUPPORT 5,000

OKLAHOMA POLICY INC

907 S DETROIT SUITE 1005
TULSA,OK74120 		  PC GENERAL OPERATING SUPPORT 15,000

OKLAHOMA PROJECT WOMAN INC

7146 S BRADEN AVE STE 300
TULSA,OK74136 		  PC PINK RIBBON TULSA 2023 2,500

OPEN DOOR LEGAL

60 OCEAN AVE
SAN FRANCISCO,CA94112 		  PC GENERAL OPERATING SUPPORT 5,000

PEF ISRAEL ENDOWMENT FUNDS INC

630 THIRD AVE STE 1501
NEW YORK,NY10017 		  PC SHAHARIT DAYBREAK (58-0543361) 2,450

PEAK GRANTMAKING INC

1701 PENNSYLVANIA AVE NW SUITE 200
WASHINGTON,DC20006 		  PC 2023-2024 MEMBER CONTRIBUTION 1,250

PHILANTHROPY SOUTHWEST

3000 PEGASUS PARK DRIVE STE 706
DALLAS,TX75247 		  PC DONATION 2,800

PHILBROOK MUSEUM OF ART

PO BOX 52510
TULSA,OK74152 		  PC OPERATING EXPENSES 703

PLANNED PARENTHOOD NORTHERN CALIFORNIA

2185 PACHECO ST
CONCORD,CA94520 		  PC GENERAL OPERATING SUPPORT 25,000

PLANNED PARENTHOOD GREAT PLAINS

4401 W 109TH STREET
OVERLAND PARK,KS66211 		  PC GENERATIONS STRONG 2023 2,500

PLANNED PARENTHOOD GREAT PLAINS

4401 W 109TH STREET
OVERLAND PARK,KS66211 		  PC GENERAL OPERATING SUPPORT 50,000

REPRODUCTIVE FREEDOM FOR ALL FOUNDATION

1725 EYE ST NW SUITE 900
WASHINGTON,DC20006 		  PC GENERAL OPERATING SUPPORT 5,000

RESTORE HOPE MINISTRIES INC

2960 CHARLES PAGE BLVD
TULSA,OK74127 		  PC HOMELESS PREVENTION INITIATIVE 10,000

ROCKY MOUNTAIN BIOLOGICAL LABORATORY

PO BOX 519
CRESTED BUTTE,CO81224 		  PC GENERAL OPERATING EXPENSES 2,000

RONALD MCDONALD HOUSE CHARITIES OF TULSA INC

6102 S HUDSON AVE
TULSA,OK74136 		  PC THE BASH 2023 500

SAN FRANCISCO HILLEL

33 BANBURY DR
SAN FRANCISCO,CA94132 		  PC GENERAL OPERATING SUPPORT 3,500

JEWISH FILM INSTITUTE

145 NINTH STREET SUITE 200
SAN FRANCISCO,CA94103 		  PC 2023 NEXT WAVE PROGRAM 25,000

THE SENTENCING PROJECT

PHYSICAL 1705 DESALES ST NW 8TH
FLOOR
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 5,000

SF-MARIN FOOD BANK

900 PENNSYLVANIA AVE
SAN FRANCISCO,CA94107 		  PC GENERAL OPERATING EXPENSES 1,000

SHARSHERET INC

1086 TEANECK ROAD SUITE 2G
TEANECK,NJ07666 		  PC IN HONOR OF LEAH JONES 250

SHE-CAN INC

PO BOX 876
MILL VALLEY,CA94942 		  PC GENERAL OPERATING EXPENSES 1,000

SINAI ASSISTED HOUSING FOUNDATION INC

3100 MILITARY RD NW
WASHINGTON,DC20015 		  PC GIFT IN MEMORY OF TRICIA DAVIS FOR SPONSORSHIP OF THE TRICIA DAVIS 5K WALK/RUN FOR SINAI HOUSE 5,000

SISU YOUTH INC

3131 N PENNSYLVANIA AVENUE
OKLAHOMA CITY,OK73112 		  PC GENERAL OPERATING SUPPORT 10,000

SAINT SIMEON'S EPISCOPAL HOME FOUNDATION

3701 N MARTIN LUTHER KING JR BLVD
TULSA,OK74106 		  PC WESTERN DAYS 2023 5,000

STEPPENWOLF THEATER CO

1700 N HALSTED ST
CHICAGO,IL60614 		  PC GENERAL OPERATING EXPENSES 1,300

SUPPORTERS OF FAMILIES WITH SICKLE CELL DISEASE INC (SFSCD)

P O BOX 691293 PO BOX 691293
TULSA,OK74169 		  PC GENERAL OPERATING SUPPORT 10,000

TEMPLE ISRAEL

2004 E 22ND PL
TULSA,OK74114 		  PC OPERATING EXPENSES 6,000

TEMPLE ISRAEL

2004 E 22ND PL
TULSA,OK74114 		  PC CEMETERY BEAUTIFICATION FUND 10,000

TIBA FOUNDATION

344 THOMAS L BERKELEY WAY D9
OAKLAND,CA94612 		  PC GENERAL OPERATING EXPENSES 1,000

TOWN & COUNTRY SCHOOL

8906 E 34TH STREET
TULSA,OK74145 		  PC FINANCIAL ASSISTANCE PROGRAM 35,000

TULSA AREA UNITED WAY

1430 S BOULDER AVE
TULSA,OK74119 		  PC OPERATING EXPENSES (DE TOQUEVILLE SOCIETY) 20,000

TULSA CARES

3712 EAST 11TH ST
TULSA,OK74112 		  PC 2023 RED RIBBON GALA 8,800

TULSA COMMUNITY FOUNDATION

7030 S YALE AVE
TULSA,OK74136 		  PC WIND STORM RELIEF FUND 20,000

TULSA COMMUNITY FOUNDATION

7030 S YALE AVE
TULSA,OK74136 		  PC HABIT MURAL FESTIVAL FUND 10,000

TULSA COMMUNITY FOUNDATION

7030 S YALE AVE
TULSA,OK74136 		  PC TULSA JEWISH COMMUNITY FUND, FOR TULSA TOMORROW 5,000

TULSA DAY CENTER INC

PO BOX 1019
TULSA,OK741011019 		  PC THE BLUE TEAM 10,000

TULSA DAY CENTER INC

PO BOX 1019
TULSA,OK741011019 		  PC THE BLUE TEAM 24,500

TULSA DAY CENTER INC

PO BOX 1019
TULSA,OK741011019 		  PC THE BLUE TEAM 15,000

TULSA DAY CENTER INC

PO BOX 1019
TULSA,OK741011019 		  PC HEART OF HENRY 2023 4,660

TULSA DAY CENTER INC

PO BOX 1019
TULSA,OK741011019 		  PC GENERAL OPERATING SUPPORT 10,000

TULSA DAY CENTER INC

PO BOX 1019
TULSA,OK741011019 		  PC THE BLUE TEAM 15,000

TULSA HISTORICAL SOCIETY

2445 SOUTH PEORIA
TULSA,OK74114 		  PC TULSA HALL OF FAME 2023 4,400

TULSA LIBRARY TRUST

PO BOX 1319
TULSA,OK74101 		  PC FESTIVAL OF WORDS 5,000

TURN 2 U INC

548 MARKET STREET PMB 70892
SAN FRANCISCO,CA94104 		  PC THE LAST MILE GENERAL OPERATING EXPENSES 2,500

US HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PL SW
WASHINGTON,DC20024 		  PC GENERAL OPERATING SUPPORT 5,000

US HOLOCAUST MEMORIAL MUSEUM MIDWEST REGIONAL OFFICE

PO BOX 1852
HIGHLAND PARK IL,IL600357852 		  PC NEXT GENERATION CHICAGO 500

UNIVERSITY OF CHICAGO

5235 S HARPER COURT
CHICAGO,IL60615 		  PC UNIVERSITY OF CHICAGO WOMEN'S BOARD 2,500

UNIVERSITY OF CHICAGO

5235 S HARPER COURT
CHICAGO,IL60615 		  PC CLASS OF 1997 SCHOLARSHIP FUND, IN HONOR OF CHASE CHAVIN 1,000

UNIVERSITY OF OKLAHOMA - TULSA

100 TIMBERDELL ROAD
NORMAN,OK73019 		  PC MENTAL HEALTH STIPEND PROGRAM FOR OU-TULSA MASTER OF SOCIAL WORK STUDENTS 16,000

UNIVERSITY OF PENNSYLVANIA

2929 WALNUT ST STE 300
PHILADELPHIA,PA19104 		  PC RICHARDS/ZARROW FUND FOR ACADEMICALLY BASED COMMUNITY SERVICE (ABCS) AND UNIVERSITY-ASSISTED COMMUNITY SCHOOLS (UACS), AT THE BARBARA AND EDWARD NETTER CENTER FOR COMMUNITY PARTNERSHIPS 20,000

UNIVERSITY OF TEXAS FOUNDATION

9011 MOUNTAIN RIDGE SUITE 150
AUSTIN,TX78759 		  PC 2023 MD ANDERSON SPRINT FOR LIFE, BENEFITING THE BLANTON-DAVIS OVARIAN CANCER RESEARCH PROGRAM, IN MEMORY OF SANDRA DAVIS 5,000

UNIVERSITY OF TEXAS FOUNDATION

9011 MOUNTAIN RIDGE SUITE 150
AUSTIN,TX78759 		  PC ODEN INSTITUTE FOR COMPUTATIONAL ENGINEERING AND SCIENCES, FOR THE RESEARCH OF DR. MORIBA JAH 7,500

UNIVERSITY OF TULSA THE

800 S TUCKER DRIVE
TULSA,OK74104 		  PC ENDOWMENT CAMPAIGN FOR THE MAINTENANCE AND OPERATIONS OF THE NEW ADDITION TO GILCREASE MUSEUM 500,000

UNIVERSITY OF TULSA THE

800 S TUCKER DRIVE
TULSA,OK74104 		  PC KWGS 2,500

VALEO COMMUNITY RESIDENCE PROGRAM

5401 SW 7TH ST
TOPEKA,KS66606 		  PC GENERAL OPERATING EXPENSES 25,000

VALEO COMMUNITY RESIDENCE PROGRAM

5401 SW 7TH ST
TOPEKA,KS66606 		  PC UNMASKING STIGMA 2023 4,475

VALEO COMMUNITY RESIDENCE PROGRAM

5401 SW 7TH ST
TOPEKA,KS66606 		  PC CRP CLIENT ACTIVITIES 10,000

VIZAVANCE INC

2506B E 21ST STREET
TULSA,OK74114 		  PC GENERAL OPERATING SUPPORT 10,000

VOLUNTEERS OF AMERICA OKLAHOMA (VOAOK)

9605 E 61ST STREET
TULSA,OK74133 		  PC PERMANENT SUPPORTIVE HOUSING 20,000

YALE LAW SCHOOL

P O BOX 208329
NEW HAVEN,CT065208329 		  PC YALE LAW SCHOOL ANNUAL FUND 12,500

YOUTH SERVICES OF TULSA

311 S MADISON AVE
TULSA,OK74120 		  PC STREET OUTREACH SERVICES 35,000

YWCA OF TULSA

1910 S LEWIS AVE
TULSA,OK74104 		  PC FREE AND ACCESSIBLE SWIM COURSES FOR 24 STUDENTS 2,500

ZARROW POINTE

2025 E 71ST ST
TULSA,OK74136 		  PC HOLIDAY FUND 5,000

ZARROW POINTE

2025 E 71ST ST
TULSA,OK74136 		  PC FINANCIAL ASSISTANCE FUND 50,000

JGIVE FRIENDS OF ADOR FUND USA INC

24 HEBRON RD
JVP MEDIA QUARTER,JERUSALEM91087
IS 		  PC BEYACHAD FOR ISRAEL 13,500
Total .................................right arrow 3a 2,938,406
bApproved for future payment

FRANCIS W PARKER SCHOOL
330 W WEBSTER AVE
CHICAGO,IL60614 		  PC MATHEMATICS ENDOWMENT ($70,000) AND PARKER FUND ($30,000) 56,000

MAYO CLINIC
200 FIRST ST SW SIEBENS 9
ROCHESTER,MN55905 		  PC TO ESTABLISH, NAME, AND ENDOW THE MAXINE F. ZARROW FUND IN MICROBIOME RESEARCH AT THE MAYO CLINIC CENTER FOR INDIVIDUALIZED MEDICINE 1,800,000

UNIVERSITY OF PENNSYLVANIA
2929 WALNUT ST STE 300
PHILADELPHIA,PA19104 		  PC RICHARDS/ZARROW FUND FOR ACADEMICALLY BASED COMMUNITY SERVICES (ABCS) AND UNIVERSITY-ASSISTED COMMUNITY SCHOOLS (UACS), AT THE BARBARA AND EDWARD NETTER CENTER FOR COMMUNITY PARTNERSHIPS 60,000

UNIVERSITY OF TULSA THE
800 S TUCKER DRIVE
TULSA,OK74104 		  PC ENDOWMENT CAMPAIGN FOR THE MAINTENANCE AND OPERATIONS OF THE NEW ADDITION TO GILCREASE MUSEUM 2,000,000

ZARROW POINTE
2025 E 71ST ST
TULSA,OK74136 		  PC FINANCIAL ASSISTANCE FUND 250,000

ZARROW POINTE
2025 E 71ST ST
TULSA,OK74136 		  PC ZARROW POINTE EXPANSION PROJECT 500,000
Total ................................. right arrow 3b 4,666,000
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 ........... 		         
4 Dividends and interest from securities ....     14 1,697,990  
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 ............ 		    18 687,278  
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 2,385,268 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,385,268
(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.
right arrow right arrow
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:
MAXINE AND JACK ZARROW FAMILY FOUNDATION
EIN:
31-6640903
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING AND AUDIT FEES 27,958 13,979   13,979

TY 2023 GeneralExplanationAttachment
Name:
MAXINE AND JACK ZARROW FAMILY FOUNDATION
EIN:
31-6640903
Identifier Return Reference Explanation
  PART VII-B QUESTIONS 1A(3) AND 1A(4): THE MAXINE AND JACK ZARROW FOUNDATION OCCUPIES, AT NO CHARGE OFFICE SPACE LEASED BY THE ZARROW FAMILY OFFICE, LLC. THE FOUNDATION PAID OVERHEAD EXPENSE OF $489,323 TO REIMBURSE THE ZARROW FAMILY OFFICE, LLC FOR EXPENSES ASSOCIATED WITH THE MANAGEMENT OF INVESTMENTS, BOOKKEEPING, FINANCIAL ACCOUNTING AND THE MAKING OF GRANTS TO DONEE ORGANIZATIONS

TY 2023 InvestmentsCorpBondsSchedule
Name:
MAXINE AND JACK ZARROW FAMILY FOUNDATION
EIN:
31-6640903
Name of Bond End of Year Book Value End of Year Fair Market Value
FOREIGN BONDS 5,100,000 4,947,201
CERTIFICATES OF DEPOSIT 250,000 248,282

TY 2023 InvestmentsCorpStockSchedule
Name:
MAXINE AND JACK ZARROW FAMILY FOUNDATION
EIN:
31-6640903
Name of Stock End of Year Book Value End of Year Fair Market Value
MUTUAL FUNDS 37,933,847 58,745,763
COMMON STOCK 1,237,546 7,605,000

TY 2023 InvestmentsGovtObligationsSch
Name:
MAXINE AND JACK ZARROW FAMILY FOUNDATION
EIN:
31-6640903
US Government Securities - End of Year Book Value:

5,239,513
US Government Securities - End of Year Fair Market Value:

5,286,105
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 OtherExpensesSchedule
Name:
MAXINE AND JACK ZARROW FAMILY FOUNDATION
EIN:
31-6640903
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 6,627 3,314   3,313
INSURANCE 16,030 8,015   8,015
OVERHEAD EXPENSE ALLOCATION 489,323 247,823   241,500
MEALS AND ENTERTAINMENT 2,977 744   744
MISCELLANEOUS 1,106 553   553
PROFESSIONAL DEVELOPMENT 929 465   464
EVENT TICKETS 6,994 0   0
ADVERTISING 10 5   5
TRAVEL EXPENSE 10,751 5,376   5,375
AUTO EXPENSE 242 121   121
AMORTIZATION 358 0   0


TY 2023 OtherProfessionalFeesSchedule
Name:
MAXINE AND JACK ZARROW FAMILY FOUNDATION
EIN:
31-6640903
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 17,345 8,672   8,673


TY 2023 TaxesSchedule
Name:
MAXINE AND JACK ZARROW FAMILY FOUNDATION
EIN:
31-6640903
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 14,310 14,310   0