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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$85,722,658J 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... 1,925,900 1,925,900  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,223,617
b Gross sales price for all assets on line 6a 7,332,021
7 Capital gain net income (from Part IV, line 2)... 1,223,617
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........ 3,149,517 3,149,517  
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
30,740 15,370   15,370
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
34,667 17,333   17,334
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,293 12,934   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
574,696 291,759   276,628
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 655,396 337,396   309,332
25 Contributions, gifts, grants paid....... 2,839,585 2,839,585
26 Total expenses and disbursements. Add lines 24 and 25 3,494,981 337,396   3,148,917
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -345,464
b Net investment income (if negative, enter -0-) 2,812,121
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 47,080 19,012 19,012
2 Savings and temporary cash investments......... 873,937 1,313,861 1,313,861
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) 5,239,513 Click to see attachment
List of Attached Documents:
// Content
4,764,850 		4,791,295
b Investments—corporate stock (attach schedule)....... 23,576,924 Click to see attachment
List of Attached Documents:
// Content
21,762,505 		57,722,077
c Investments—corporate bonds (attach schedule)....... 20,944,469 Click to see attachment
List of Attached Documents:
// Content
22,450,424 		21,876,413
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      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 50,681,923 50,310,652 85,722,658
Liabilities 17 Accounts payable and accrued expenses.......... 43,986 47,478
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)......... 43,986 47,478
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........... 50,637,937 50,263,174
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)..... 50,637,937 50,263,174
30 Total liabilities and net assets/fund balances (see instructions). 50,681,923 50,310,652
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
50,637,937
2
Enter amount from Part I, line 27a .....................
2
-345,464
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
50,292,473
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
29,299
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
50,263,174
Form 990-PF (2024)
Form 990-PF (2024)
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 7,332,021   6,108,404 1,223,617
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       1,223,617
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 1,223,617
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 39,088
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 39,088
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 39,088
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 32,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 52,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 500
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 12,412
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow12,412 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2700TULSAOK 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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 2700
TULSA,OK741034012
ERIC RICHARDS VP/SECRETARY
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 2700
TULSA,OK741034012
HILARY ZARROW VP/TREASURER/ASST SECRETAR
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 2700
TULSA,OK741034012
SHAWN CRISP ASSISTANT TREASURER
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 2700
TULSA,OK741034012
ALISON ZARROW VICE PRESIDENT
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 2700
TULSA,OK741034012
RACHEL ZARROW VICE PRESIDENT
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 2700
TULSA,OK741034012
MAXINE ZARROW VICE PRESIDENT
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 2700
TULSA,OK741034012
REBECCA RICHARDS VICE PRESIDENT
0.00 		0 0 0
401 SOUTH BOSTON AVE SUITE 2700
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 (2024)
Form 990-PF (2024)
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
ZARROW FAMILY OFFICE INVESTMENT MGMT AND ACCOUNTING FEES 273,976
401 S BOSTON AVE SUITE 2700
TULSA,OK741034012
ZARROW FAMILY OFFICE FOUNDATION MGMT SERVICES AND PROGRAM & GRANTS MGMT 258,000
401 S BOSTON AVE SUITE 2700
TULSA,OK741034012
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 (2024)
Form 990-PF (2024)
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
50,129,857
b
Average of monthly cash balances.......................
1b
1,507,919
c
Fair market value of all other assets (see instructions)................
1c
4,364,985
d
Total (add lines 1a, b, and c).........................
1d
56,002,761
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
56,002,761
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
840,041
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
55,162,720
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,758,136
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
2,758,136
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
39,088
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
39,088
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,719,048
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,719,048
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
2,719,048
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
3,148,917
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
3,148,917
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,719,048
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 1,687,425
b From 2020...... 1,371,108
c From 2021...... 2,215,436
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 5,273,969
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,148,917
a Applied to 2023, 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 2024 distributable amount..... 2,719,048
e Remaining amount distributed out of corpus 429,869
5 Excess distributions carryover applied to 2024. 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 5,703,838
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		1,687,425
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		4,016,413
10 Analysis of line 9:
a Excess from 2020.... 1,371,108
b Excess from 2021.... 2,215,436
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 429,869
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 2700
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 (2024)
Form 990-PF (2024)
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

THE AARON K STERN FOUNDATION

4730 S YORKTOWN AVE
TULSA,OK74105 		  PC AARON'S CAMP 2024 1,500

ABILITY RESOURCES

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

ASSISTANCE LEAGUE OF TULSA

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

BIT BY BIT THERAPEUTIC RIDING CENTER INC

14674 S HIGHWAY 169
OOLOGAH,OK74053 		  PC BOOTS & DIAMONDS UNDER THE STARS 2024 1,000

B'NAI EMUNAH CONGREGATION

PO BOX 52430
TULSA,OK74152 		  PC HOLY HOEDOWN 2024 5,056

B'NAI EMUNAH CONGREGATION

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

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 GENERAL FUND, FOR MOVING EXPENSES 2,355

BOTTOM LINE INC

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

BRADY CENTER TO PREVENT GUN VIOLENCE

840 FIRST STREET NE STE 400
WASHINGTON,DC20002 		  PC GENERAL OPERATING SUPPORT 5,000

108 CONTEMPORARY

108 E RECONCILIATION WAY
TULSA,OK74103 		  PC GENERAL OPERATING SUPPORT 15,000

BRIDGES FOUNDATION THE

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

CAMP KESEM NATIONAL

440 N BARRANCA AVE 2273
COVINA,CA91723 		  PC CAMP KESEM AT STANFORD 16,000

CARDIOVASCULAR RESEARCH FOUNDATION OF SOUTHERN CALIFORNIA

414 N CAMDEN DR STE 1100
BEVERLY HILLS,CA90210 		  PC GENERAL OPERATING SUPPORT 5,000

CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES LTD

815 S UTICA AVENUE
TULSA,OK741043612 		  PC INSPIRE 2024 5,000

CENTER FOR THE ARTS

606 SIXTH ST
CRESTED BUTTE,CO81224 		  PC SPONSORSHIP OF THE 2024 ALPENGLOW SUMMER CONCERT SERIES 10,000

CEREBRAL PALSY SOCCER INC

94 FARGO LANE
IRVINGTON,NY10533 		  PC CP SOCCER CHICAGO FUNDRAISER, IN HONOR OF OLIVER CHARFOOS 500

CHICAGO BAR FOUNDATION

321 S PLYMOUTH CT STE 3B
CHICAGO,IL60604 		  PC INVESTING IN JUSTICE CAMPAIGN 1,000

CHICAGO LAWYERS COMMITTEE FOR CIVIL RIGHTS

100 N LASALLE ST STE 600
CHICAGO,IL60602 		  PC GENERAL OPERATING SUPPORT 1,000

CLAREHOUSE

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

CONGREGATION B'NAI B'RITH

1000 SAN ANTONIO CREEK RD
SANTA BARBARA,CA93111 		  PC GENERAL OPERATING SUPPORT 5,000

CONGREGATION EMANU-EL

2 LAKE ST
SAN FRANCISCO,CA94118 		  PC RABBI BETH AND RABBI JONATHAN SINGER COMMUNITY ENGAGEMENT FUND 20,000

CONGREGATION EMANU-EL

2 LAKE ST
SAN FRANCISCO,CA94118 		  PC RABBI BETH AND RABBI JONATHAN SINGER COMMUNITY ENGAGEMENT FUND 50,000

CREATIVITY EXPLORED

3245 16TH STREET
SAN FRANCISCO,CA94103 		  PC GENERAL OPERATING SUPPORT 5,000

DOCTORS WITHOUT BORDERS USA INC

PHYSICAL 40 RECTOR STREET 16TH
FLOOR
NEW YORK,NY10006 		  PC HUMANITARIAN RELIEF IN GAZA 10,000

DUKE UNIVERSITY

ALUMNI DEVELOPMENT RECORDS
DURHAM,NC277080581 		  PC JEWISH LIFE AT DUKE 5,000

ELEVATED ACCESS INC

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

ELLA BAKER CENTER FOR HUMAN RIGHTS

1419 34TH AVE STE 202
OAKLAND,CA94601 		  PC GENERAL OPERATING SUPPORT 3,000

FAMILY SAFETY CENTER

600 CIVIC CTR SUITE 108
TULSA,OK74103 		  PC GENERAL OPERATING SUPPORT 20,000

FJC

225 WEST 39TH STREET 12TH FLOOR
NEW YORK,NY10018 		  PC PROJECT SHEMA 5,000

FLYAWAY PRODUCTIONS

1068 BOWDOIN STREET
SAN FRANCISCO,CA94134 		  PC GENERAL OPERATING SUPPORT 2,500

FRANCIS W PARKER SCHOOL

330 W WEBSTER AVE
CHICAGO,IL60614 		  PC MATHEMATICS ENDOWMENT ($70,000) AND PARKER FUND ($30,000) 28,000

FRANCIS W PARKER SCHOOL

330 W WEBSTER AVE
CHICAGO,IL60614 		  PC PARKER PARTY 2024 1,000

GRAND MENTAL HEALTH

PO BOX 33015
TULSA,OK74135 		  PC GENERAL OPERATING SUPPORT 20,000

GREENWOOD CULTURAL CENTER

322 N GREENWOOD AVE
TULSA,OK74120 		  PC LEGACY AWARD DINNER 2024 5,000

HASIDAH

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

HILLEL JEWISH STUDENT CENTER AT OU

494 ELM AVE
NORMAN,OK73069 		  PC CAPITAL AND ENDOWMENT CAMPAIGN (HONORING OUR MEMORIES, BUILDING OUR VISION) 250,000

HILLEL JEWISH STUDENT CENTER AT OU

494 ELM AVE
NORMAN,OK73069 		  PC GENERAL OPERATING SUPPORT 20,000

HOLLAND HALL SCHOOL

5666 E 81ST ST
TULSA,OK74137 		  PC MIDDLE SCHOOL CAPITAL CAMPAIGN 50,000

HOLLAND HALL SCHOOL

5666 E 81ST ST
TULSA,OK74137 		  PC GEZELLIG 2024 8,800

HOLLAND HALL SCHOOL

5666 E 81ST ST
TULSA,OK74137 		  PC TRIVIA NIGHT 2024 328

HOLLAND HALL SCHOOL

5666 E 81ST ST
TULSA,OK74137 		  PC ANNUAL FUND 6,000

HOLLAND HALL SCHOOL

5666 E 81ST ST
TULSA,OK74137 		  PC ARTWORKS 2024 1,320

THE HONEYCOMB PROJECT INC

1030 W NORTH AVE STE 303
CHICAGO,IL60642 		  PC HOLIDAY CHEER CHALLENGE 2024 2,500

INTERNATIONAL RESCUE COMMITTEE INC

122 E 42ND ST
NEW YORK,NY10168 		  PC HUMANITARIAN RELIEF IN GAZA 10,000

IRON GATE INC

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

J THE JEWISH NEWS OF NORTHERN CALIFORNIA

225 BUSH STREET 480
SAN FRANCISCO,CA94104 		  PC GENERAL OPERATING SUPPORT 5,000

JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA

121 STEUART ST STE 301
SAN FRANCISCO,CA94105 		  PC GENERAL OPERATING SUPPORT 18,000

JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA

121 STEUART ST STE 301
SAN FRANCISCO,CA94105 		  PC HERE I AM TRAINING PROGRAM 15,000

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 ANNUAL CAMPAIGN DINNER 2024 450

JEWISH FEDERATION OF TULSA

2021 EAST 71ST STREET
TULSA,OK74136 		  PC 2024 SHERWIN MILLER MUSEUM ANNUAL GALA 2,300

JEWISH FUNDERS NETWORK

150 WEST 30TH ST
NEW YORK,NY10001 		  PC 2024 CONTRIBUTION 3,600

JEWISH UNITED FUND OF METROPOLITAN CHICAGO

30 S WELLS ST
CHICAGO,IL60606 		  PC 1947 ACTION FUND 10,000

JOHN HOPE FRANKLIN CENTER FOR RECONCILIATION INC

535 N GREENWOOD AVE
TULSA,OK74106 		  PC 2024 RECONCILIATION IN AMERICA NATIONAL SYMPOSIUM 5,000

LITTLE STAR PONY FOUNDATION

1036 ARBOLADO RD
SANTA BARBARA,CA93103 		  PC GENERAL OPERATING SUPPORT 1,000

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 2024 30,000

MENTAL HEALTH ASSOCIATION OKLAHOMA

5330 EAST 31ST STREET SUITE 1000
TULSA,OK74135 		  PC ZARROW MENTAL HEALTH SYMPOSIUM 2024 30,000

MERCY CORPS

45 SW ANKENY ST
PORTLAND,OR97204 		  PC HUMANITARIAN RELIEF IN GAZA 10,000

MISHKAN CHICAGO

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

NATIONAL ALOPECIA AREATA FOUNDATION

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

NORTHWESTERN UNIVERSITY

ALUMNI RELATIONS AND DEVELOPMENT
EVANSTON,IL60208 		  PC ANNUAL FUND 5,000

OKLAHOMA CENTER FOR NONPROFITS INC

701 N LINDSAY AVE
OKLAHOMA CITY,OK73104 		  PC VISIONS 2024 2,660

OKLAHOMA POLICY INC

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

OKLAHOMANS FOR EQUALITY INC

621 E 4TH STREET
TULSA,OK74120 		  PC EQUALITY GALA 2024 3,000

OLD TOWN SCHOOL OF FOLK MUSIC INC

4544 N LINCOLN AVE
CHICAGO,IL60625 		  PC GENERAL OPERATING SUPPORT 2,500

PEAK GRANTMAKING INC

1701 PENNSYLVANIA AVE NW SUITE 200
WASHINGTON,DC20006 		  PC 2024-2025 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 1,000

PLANNED PARENTHOOD NORTHERN CALIFORNIA

2185 PACHECO ST
CONCORD,CA94520 		  PC GENERAL OPERATING SUPPORT 10,000

PLANNED PARENTHOOD GREAT PLAINS

4401 WEST 109 ST
OVERLAND PARK,KS66211 		  PC GENERAL OPERATING SUPPORT FOR THE TULSA HEALTH CENTER 50,000

RESTORE HOPE MINISTRIES

2960 CHARLES PAGE BLVD
TULSA,OK741278318 		  PC HOMELESS PREVENTION INITIATIVE 25,000

JEWISH FILM INSTITUTE

145 NINTH STREET SUITE 200
SAN FRANCISCO,CA94103 		  PC 2024 NEXT WAVE PROGRAMMING 25,000

SAVE THE CHILDREN

ATTN GIFT PROCESSING
FAIRFIELD,CT06825 		  PC HUMANITARIAN RELIEF IN GAZA 10,000

THE SENTENCING PROJECT

PHYSICAL 1150 CONNECTICUT AVE NW
SUITE 601
WASHINGTON,DC20036 		  PC SECOND LOOK NETWORK REENTRY CHECKLIST ($10,000) AND 2025 FELLOWSHIP PROGRAM ($12,000) 22,000

SHE-CAN INC

PO BOX 876
MILL VALLEY,CA94942 		  PC GENERAL OPERATING SUPPORT 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

STEPPENWOLF THEATER CO

1650 N HALSTED ST
CHICAGO,IL60614 		  PC GENERAL OPERATING EXPENSES 1,500

SUPPORTERS OF FAMILIES WITH SICKLE CELL DISEASE INC

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

TEMPLE ISRAEL

2004 E 22ND PL
TULSA,OK741142800 		  PC GENERAL OPERATING SUPPORT 6,000

TIBA FOUNDATION

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

TOWN & COUNTRY SCHOOL

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

TULSA AREA UNITED WAY

1430 SOUTH BOULDER AVENUE
TULSA,OK74119 		  PC OPERATING EXPENSES (DE TOCQUEVILLE SOCIETY) 20,000

TULSA CARES

3712 E 11TH STREET
TULSA,OK74112 		  PC 2024 RED RIBBON GALA 9,400

TULSA COMMUNITY FOUNDATION

7030 S YALE AVE STE 600
TULSA,OK74136 		  PC OKLAHOMA HOLOCAUST LEGISLATIVE COALITION, FOR CONFERENCE EXPENSES 20,000

TULSA COMMUNITY FOUNDATION

7030 S YALE AVE STE 600
TULSA,OK74136 		  PC JEWISH TULSA TODAY & BEYOND FUND (#91-0062-YI-3) 12,500

TULSA COMMUNITY FOUNDATION

7030 S YALE AVE STE 600
TULSA,OK74136 		  PC JEWISH TULSA TODAY & BEYOND FUND (#91-0062-YI-3) 12,500

TULSA COMMUNITY FOUNDATION

7030 S YALE AVE STE 600
TULSA,OK74136 		  PC HABIT MURAL FESTIVAL FUND 6,000

TULSA DAY CENTER INC

PO BOX 1019
TULSA,OK741011019 		  PC THE BLUE TEAM 36,500

TULSA DAY CENTER INC

PO BOX 1019
TULSA,OK741011019 		  PC DR. AMADOR TRAINING 20,000

TULSA DAY CENTER INC

PO BOX 1019
TULSA,OK741011019 		  PC THE BIG SHOW OFF 2024 4,400

TULSA DAY CENTER INC

PO BOX 1019
TULSA,OK741011019 		  PC GENERAL OPERATING SUPPORT 25,000

TULSA HISTORICAL SOCIETY

2445 SOUTH PEORIA AVENUE
TULSA,OK74114 		  PC TULSA HALL OF FAME 2024 5,000

TULSA LIBRARY TRUST

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

TYPE MEDIA CENTER INC

30 IRVING PLACE 10TH FLOOR
NEW YORK,NY10003 		  PC LIFE IN THE HOLE: THE CASE AGAINST SOLITARY, BY CHRISTOPHER BLACKWELL & PROF. DEBORAH ZALESNE 5,000

UNCOMMON LAW

318 HARRISON ST STE 103
OAKLAND,CA94607 		  PC GENERAL OPERATING SUPPORT 5,000

UNIVERSITY OF CHICAGO

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

UNIVERSITY OF OKLAHOMA - TULSA

100 TIMBERDELL ROAD
NORMAN,OK73019 		  PC CAMP HOPE 2024 10,000

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 PENNSYLVANIA

2929 WALNUT ST STE 300
PHILADELPHIA,PA19104 		  PC GERSHWIND-BENNETT DIRECTOR'S INNOVATION ENDOWED FUND AT THE BARBARA AND EDWARD NETTER CENTER FOR COMMUNITY PARTNERSHIPS 27,000

UNIVERSITY OF TEXAS FOUNDATION

9011 MOUNTAIN RIDGE SUITE 150
AUSTIN,TX78759 		  PC 2024 MD ANDERSON SPRINT FOR LIFE, BENEFITING THE BLANTON-DAVIS OVARIAN CANCER RESEARCH PROGRAM, IN MEMORY OF SANDRA DAVIS 5,000

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 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 UNMASKING STIGMA 2024 5,000

VALEO COMMUNITY RESIDENCE PROGRAM

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

VALEO COMMUNITY RESIDENCE PROGRAM

5401 SW 7TH ST
TOPEKA,KS66606 		  PC CRP SHARP HOUSE FLOORING 20,666

VIZAVANCE INC

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

VOLUNTEERS OF AMERICA OKLAHOMA

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

WORLD CENTRAL KITCHEN INC

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20001 		  PC HUMANITARIAN RELIEF IN GAZA 10,000

YALE LAW SCHOOL

P O BOX 208329
NEW HAVEN,CT065208329 		  PC YALE LAW SCHOOL ANNUAL FUND 15,000

YOUTH SERVICES OF TULSA

311 S MADISON AVENUE
TULSA,OK74120 		  PC MEDICAL CLINIC OPERATING SUPPORT 5,000

YOUTH SERVICES OF TULSA

311 S MADISON AVENUE
TULSA,OK74120 		  PC HEALTH SERVICES 18,200

YOUTH SERVICES OF TULSA

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

ZARROW POINTE

2025 E 71ST ST
TULSA,OK74136 		  PC ZARROW POINTE EXPANSION PROJECT 100,000

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
Total .................................right arrow 3a 2,839,585
bApproved for future payment

FRANCIS W PARKER SCHOOL
330 W WEBSTER AVE
CHICAGO,IL60614 		  PC MATHEMATICS ENDOWMENT ($70,000) AND PARKER FUND ($30,000) 100,000

HILLEL JEWISH STUDENT CENTER AT OU
494 ELM AVE
NORMAN,OK73069 		  PC CAPITAL AND ENDOWMENT CAMPAIGN (HONORING OUR MEMORIES, BUILDING OUR VISION) 500,000

HOLLAND HALL SCHOOL
5666 E 81ST ST
TULSA,OK74137 		  PC HOLLAND HALL CAMPAIGN - MIDDLE SCHOOL BUILDING 500,000

HOLLAND HALL SCHOOL
5666 E 81ST ST
TULSA,OK74137 		  PC HOLLAND HALL CAMPAIGN - MIDDLE SCHOOL BUILDING 500,000

HOLLAND HALL SCHOOL
5666 E 81ST ST
TULSA,OK74137 		  PC MIDDLE SCHOOL CAPITAL CAMPAIGN 250,000

HOLLAND HALL SCHOOL
5666 E 81ST ST
TULSA,OK74137 		  PC MIDDLE SCHOOL CAPITAL CAMPAIGN 250,000

HOLLAND HALL SCHOOL
5666 E 81ST ST
TULSA,OK74137 		  PC MIDDLE SCHOOL CAPITAL CAMPAIGN 250,000

HOLLAND HALL SCHOOL
5666 E 81ST ST
TULSA,OK74137 		  PC MIDDLE SCHOOL CAPITAL CAMPAIGN 250,000

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 3,000,000

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 3,000,000

TULSA COMMUNITY FOUNDATION
7030 S YALE AVE STE 600
TULSA,OK74136 		  PC OKLAHOMA HOLOCAUST LEGISLATION COALITION, FOR CONFERENCE EXPENSES 54,000

TULSA COMMUNITY FOUNDATION
7030 S YALE AVE STE 600
TULSA,OK74136 		  PC OKLAHOMA HOLOCAUST LEGISLATION COALITION, FOR CONFERENCE EXPENSES 54,000

TULSA COMMUNITY FOUNDATION
7030 S YALE AVE STE 600
TULSA,OK74136 		  PC OKLAHOMA HOLOCAUST LEGISLATION COALITION, FOR CONFERENCE EXPENSES 54,000

UNIVERSITY OF PENNSYLVANIA
2929 WALNUT ST STE 300
PHILADELPHIA,PA19104 		  PC GERSHWIND-BENNETT DIRECTOR'S INNOVATION ENDOWED FUND AT THE BARBARA AND EDWARD NETTER CENTER FOR COMMUNITY PARTNERSHIPS 50,000

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 100,000

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 100,000

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 5,000,000

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 5,000,000

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 5,000,000

ZARROW POINTE
2025 E 71ST ST
TULSA,OK74136 		  PC ZARROW POINTE EXPANSION PROJECT 500,000

ZARROW POINTE
2025 E 71ST ST
TULSA,OK74136 		  PC ZARROW POINTE EXPANSION PROJECT 500,000

ZARROW POINTE
2025 E 71ST ST
TULSA,OK74136 		  PC ZARROW POINTE EXPANSION PROJECT 500,000

ZARROW POINTE
2025 E 71ST ST
TULSA,OK74136 		  PC ZARROW POINTE EXPANSION PROJECT 500,000

ZARROW POINTE
2025 E 71ST ST
TULSA,OK74136 		  PC FINANCIAL ASSISTANCE FUND 500,000

ZARROW POINTE
2025 E 71ST ST
TULSA,OK74136 		  PC FINANCIAL ASSISTANCE FUND 500,000

ZARROW POINTE
2025 E 71ST ST
TULSA,OK74136 		  PC FINANCIAL ASSISTANCE FUND 500,000

ZARROW POINTE
2025 E 71ST ST
TULSA,OK74136 		  PC FINANCIAL ASSISTANCE FUND 500,000
Total ................................. right arrow 3b 28,012,000
Form 990-PF (2024)
Form 990-PF (2024)
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 1,925,900  
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 1,223,617  
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 3,149,517 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,149,517
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 30,740 15,370   15,370

TY 2024 GeneralExplanationAttachment
Name:
MAXINE AND JACK ZARROW FAMILY FOUNDATION
EIN:
31-6640903
Identifier Return Reference Explanation
  PART VII-B QUESTIONS 1A(4): THE FOUNDATION PAID THE ZARROW FAMILY OFFICE, L.L.C., A TOTAL OF $531,976, OF WHICH $273,976 WAS FOR INVESTMENT MANAGEMENT AND ACCOUNTING SERVICES AND $258,000 WAS FOR FOUNDATION MANAGEMENT SERVICES AND THE MANAGEMENT OF ALL GRANT MAKING OF THE FOUNDATION.

TY 2024 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 4,125,000 4,063,605
CERTIFICATES OF DEPOSIT 250,000 250,000
CORPORATE BONDS 3,950,120 3,942,678
VANGUARD INTER-TERM BOND INDEX ADM 2,896,986 2,557,773
VANGUARD SHORT-TERM BOND INDEX INST 11,228,318 11,062,357

TY 2024 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
COMMON STOCK 1,057,398 8,451,759
VANGUARD SPECIALIZED REIT INDEX INST 3,748,330 4,465,531
VANGUARD TOTAL STOCK INDEX INST 13,161,748 39,809,847
VANGUARD TOTAL INTL STOCK INDEX INST 3,795,029 4,994,940

TY 2024 InvestmentsGovtObligationsSch
Name:
MAXINE AND JACK ZARROW FAMILY FOUNDATION
EIN:
31-6640903
US Government Securities - End of Year Book Value:

4,764,850
US Government Securities - End of Year Fair Market Value:

4,791,295
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 OtherDecreasesSchedule
Name:
MAXINE AND JACK ZARROW FAMILY FOUNDATION
EIN:
31-6640903
Description Amount
ADJUSTMENT FOR PRIOR YEAR EXCISE TAXES 29,299


TY 2024 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 8,471 4,235   4,236
INSURANCE 16,464 8,232   8,232
INVESTMENT MANAGEMENT FEES AND ACCOUNTING 273,976 273,976   0
FOUNDATION MANAGEMENT SERVICES ANG GRANTS MANAGEMENT 258,000 0   258,000
MEALS AND ENTERTAINMENT 2,561 673   673
MISCELLANEOUS 1,104 551   552
PROFESSIONAL DEVELOPMENT 2,430 1,215   1,215
EVENT TICKETS 4,486 0   0
ADVERTISING 103 52   51
TRAVEL EXPENSE 3,360 1,680   1,680
AUTO EXPENSE 6 3   3
EVENT EXPENSES 845 0   845
SUPPLIES 181 91   90
GIFTS 607 0   0
COMPUTER EXPENSES 2,102 1,051   1,051


TY 2024 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 34,667 17,333   17,334


TY 2024 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 12,934 12,934   0
EXCISE TAXES 2,359 0   0