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Nonprofiteer
← THELMA GAYLORD LYRIC THEATRE ENDOWMENT FUND INC

Form 990 for tax year 2022

Filed by THELMA GAYLORD LYRIC THEATRE ENDOWMENT FUND INC.

Totals

Total revenue
$103,096
Total expenses
$235,624
Contributions and grants received
$0
Grants paid
$206,256
Program service revenue
$0
Investment income
$103,096
Other revenue
$0
Total assets, end of year
$4,413,428
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,413,428
Program services expenses (Part IX)
$206,256
Management and general expenses
$29,368
Fundraising expenses
$0
Program service expenses (Part III)
$206,256

Program services were 87.5% 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.

  • 3 · Investment income

    total $103,096 · excluded $103,096

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $206,256 · program services $206,256

  • 11f · Fees: investment management

    total $29,368 · management and general $29,368

Balance sheet

Part X, book values.

  • 13 · Investments: program-related

    beginning of year $5,373,190 · end of year $4,413,428

  • 28 · Net assets with donor restrictions

    beginning of year $5,373,190 · end of year $4,413,428

Mission and programs · 2022

Mission

THE THELMA GAYLORD LYRIC THEATRE ENDOWMENT FUND WAS ESTABLISHED AS A SEPARATE FOUNDATION FOR THE FINANCIAL SUPPORT OF LYRIC THEATRE. THE PURPOSES OF THE ENDOWMENT FUND ARE: A. TO ESTABLISH AND ADMINISTER A MONETARY FUND TO BE USED FOR LYRIC THEATRE AND ITS EDUCATIONAL AND BENEVOLENT PROJECTS AS WELL AS PROMOTE LYRIC THEATRE'S PURPOSES. B. TO PROVIDE FUNDS FOR ADDITIONS AND IMPROVEMENTS TO THE REAL AND PERSONAL PROPERTY OF LYRIC THEATRE AND FOR THE REPAIRS AND MAINTENANCE OF LYRIC THEATRE PROPERTY. C. TO PROMOTE, ENCOURAGE AND ENHANCE BENEVOLENT GIVING BY THE PATRONS OF LYRIC THEATRE AND OTHERS BY THE SOLICITATION, ACCEPTANCE, AND RECEIPT OF CONTRIBUTIONS FROM INDIVIDUALS AND OTHERS TO BE USED BY THE ORGANIZATION IN THE FURTHERENCE OF LYRIC THEATRE'S PURPOSES. D. TO PROVIDE AN ENTITY TO WHICH THE PRESENT AND FUTURE ENDOWMENT FUNDS OF LYRIC THEATRE MAY BE TRANSFERRED FOR INVESTMENT AND ADMINISTRATION IN CONFORMITY WITH THE CHARITABLE, THEATRE AND EDUCATIONAL PURPOSES OF LYRIC THEATRE.

  • THE ORGANIZATION TRANSFERRED THE EARNINGS OF ITS ENDOWED FUNDS TO LYRIC THEATRE OF OKLAHOMA, INC., A 501(C)(3) ORGANIZATION TO HELP SUPPORT THE OPERATIONS OF THE THEATRE.

    Expenses $206,256 · Grants $206,256

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • PATRICIA AUSTIN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • RANDY COMPTON

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • DAVID DOBSON

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • SARAH FISHER

    PAST PRES. L

    Total calculated
    $0
    Hours/week
    2

  • RICHARD RIGGS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • CARL SHORTT

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • JON TRUDGEON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
27 September 2023
IRS schema version
2022v5.0
Source object
202333109349302538

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