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← TULSA FIDUCIARY FUND

Form 990 for tax year 2023

Filed by TULSA FIDUCIARY FUND.

Totals

Total revenue
$129,452
Total expenses
$164,247
Contributions and grants received
$102,478
Grants paid
$91,988
Program service revenue
$3,014
Investment income
$23,960
Other revenue
$0
Total assets, end of year
$616,030
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$616,030
Program services expenses (Part IX)
$153,572
Management and general expenses
$10,675
Fundraising expenses
$0
Program service expenses (Part III)
$153,572

Program services were 93.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $102,478

  • 1g · Noncash contributions included above

    $40,211

  • 2a · Program service revenue: ADMINISTRATIVE FEE

    total $3,014 · related or exempt $3,014

  • 3 · Investment income

    total $13,336 · excluded $13,336

  • 7a · Gross sales of assets other than inventory

    securities $338,554

  • 7b · Less cost or other basis and sales expenses

    securities $327,930

  • 7c · Gain or loss

    securities $10,624

  • 7d · Net gain or loss

    total $10,624 · excluded $10,624

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $91,988 · program services $91,988

  • 11b · Fees: legal

    total $1,332 · management and general $1,332

  • 11c · Fees: accounting

    total $7,968 · management and general $7,968

  • 11f · Fees: investment management

    total $870 · program services $870

  • 11g · Fees: other

    total $60,714 · program services $60,714

  • 13 · Office expenses

    total $240 · management and general $240

  • 19 · Conferences, conventions and meetings

    total $900 · management and general $900

  • 24a · Other expenses: SUBSCRIPTION

    total $168 · management and general $168

  • 24b · Other expenses: FILING & REGISTRATION

    total $67 · management and general $67

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $7,152 · end of year $3,479

  • 3 · Pledges and grants receivable

    beginning of year $24,977 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $538,649 · end of year $612,551

  • 27 · Net assets without donor restrictions

    beginning of year $545,941 · end of year $586,491

  • 28 · Net assets with donor restrictions

    beginning of year $24,837 · end of year $29,539

Mission and programs · 2023

Mission

TULSA FIDUCIARY FUND IS COMMITTED TO STRENGTHENING THE TULSA COMMUNITY AND NORTHEASTERN OKLAHOMA REGION BY MAKING GRANTS TO OTHER 501(C)(3) ORGANIZATIONS THAT ARE FOCUSED ON IMPROVING AND REVITALIZING THE COMMUNITY AND PROMOTING THE WELL-BEING OF ITS CITIZENS.

Activities or mission (Part I)

PROVIDE VARIOUS FUND TYPES TO MEET TULSA AND NORTHEASTERN OKLAHOMA PHILANTHROPIC NEEDS.

  • FUNDED QUALIFIED CHARITABLE ORGANIZATIONS THAT ALIGN WITH TULSA FIDUCIARY FUND'S MISSION.

    Expenses $153,572 · Grants $91,988 · Revenue $3,014

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Poarch

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • R Brett Kramer

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Clifton Taulbert

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sanford Cardin

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr James Cash

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lynn Conard

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sarah Jane Gillett

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tanya Tippeconnic Shaw

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andy Wolov

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Aimee Boyer

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
18 June 2024
IRS schema version
2023v5.1
Source object
202401709349300340

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