Civic Intelligence

Tulsa Fiduciary Fund

EIN 87-2158877 • 501(c)3 • Tulsa, OK

Pub. 78 Eligible

Profile

Tulsa fiduciary fund is committed to bettering 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.

1616 East 15th StreetTulsa, OK 74120

tulsafiduciaryfund.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

94th percentile

90%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

422%

Faster revenue growth than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,169,270

Up $553,240 (+90%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,169,270

Up $553,240 (+90%) from 2023

Revenue

Up

$676,041

Up $546,589 (+422%) from 2023

Expenses

Up

$174,053

Up $9,806 (+6.0%) from 2023

Net Income

Up

$501,988

Up $536,783 (+1543%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021Assets 2022: $570,778Liabilities 2022: $0Net Assets 2022: $570,7782022Assets 2023: $616,030Liabilities 2023: $0Net Assets 2023: $616,0302023Assets 2024: $1,169,270Liabilities 2024: $0Net Assets 2024: $1,169,2702024

Highlighted filing

2024

Assets$1,169,270
Liabilities$0
Net Assets$1,169,270

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $645,471Expenses 2022: $42,659Net Income 2022: $602,8122022Revenue 2023: $129,452Expenses 2023: $164,247Net Income 2023: -$34,7952023Revenue 2024: $676,041Expenses 2024: $174,053Net Income 2024: $501,9882024

Highlighted filing

2024

Revenue$676,041
Expenses$174,053
Net Income$501,988

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 30, 2025
Return Version
2024v5.2
Gross Receipts
$1,423,726
Mission and Program Overview

Mission

Tulsa fiduciary fund is committed to bettering 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.

Provide various fund types to meet tulsa and northeastern oklahoma philanthropic needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$612,551$1,162,174▲ $549,623
Savings and Temporary Cash Investments$3,479$7,096▲ $3,617
Total Assets$616,030$1,169,270▲ $553,240
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$586,491$999,036▲ $412,545
Net Assets With Donor Restrictions$29,539$170,234▲ $140,695
Total Net Assets Fund Balance$616,030$1,169,270▲ $553,240
Total Liabilities and Net Assets / Fund Balance$616,030$1,169,270▲ $553,240

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$29,539$122,827▲ $13,379-$165,302
Compensation and Service Providers

Board Members and Trustees

NameTitle
David PoarchChairman
Andy WolovBoard Director
Clifton TaulbertBoard Director
Dr James CashBoard Director
Lynn ConardBoard Director
Sanford CardinBoard Director
Sarah Jane GillettBoard Director
Tanya Tippeconnic ShawBoard Director
Aimee BoyerExecutive Director
R Brett KramerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$615,652
Program Service Revenue
$3,824
Investment Income
$56,565
Other Revenue
$0
All Other Contributions
$615,652
Change in Net Assets
$501,988

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded11$605,003Fair Market Value (FMV) - Stock Exchange
Total Noncash Contributions11$605,003-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$160,725
Other Expenses$13,328
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$160,725--$160,725
Fees for Services Legal-$4,918-$4,918
Fees for Services Other$3,824--$3,824
Insurance-$2,687-$2,687
Fees for Service Investment Mgmnt Fees$1,263--$1,263
Other Expenses-$68-$68
Total Functional Expenses$165,812$8,241$0$174,053
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Parish of Christ the KingTulsa, OK170(b)(1)(a)General Operations$100,000
Wings Special Needs Community IncEdmond, OK170(b)(1)(a)General Operations$12,000
University of Nebraska FoundationLincoln, NE170(b)(1)(a)General Operations$10,000
Friendship Baptist Church OwassoOwasso, OK170(b)(1)(a)General Operations$7,200
Augustine InstituteincGreenwood Village, CO170(b)(1)(a)General Operations$5,000
Cascia Hall Preparatory SchoolTulsa, OK170(b)(1)(a)General Operations$5,000
Tulsa Area United WayTulsa, OK170(b)(1)(a)General Operations$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-See Part VSee Part VNo$1,263
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

David poarch, aimee boyer, and r. Brett kramer are owners and/or key employees at the same business entity.

Form 990, Part VI, Section B, Line 11B

Form 990 is provided to the governing body for review prior to the filing date. Any issues the governing body has with the form 990 is discussed with the outside tax professionals hired to prepare form 990 and resolved before executing a final form 990 to be filed.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is distributed annually to board members. In the event a conflict arises, the board member(s) abstain from voting on such matter.

Form 990, Part VI, Section C, Line 19

Tulsa fiduciary fund (tff) lists its form 990 and irs 501(c)(3) determination letter on the organization's website. Tff makes its form 1023, articles of incorporation, and conflict of interest policy available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Tulsa Fiduciary Fund
EIN
87-2158877
Phone
9185826864
Address
1616 EAST 15TH STREET, TULSA, OK 74120

Signing Officer

Name
Aimee Boyer
Title
Executive Director
Phone
9185826864
Signed
2025-06-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aimee Boyer
Formed
2021
Legal Domicile
Ok
Voting Board Members
9
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Mysock Chevaillier & Birdsong Llp
Address
2021 SOUTH LEWIS SUITE 700, TULSA, OK 74104
Preparer
Jared Needham
Phone
9187476099
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The donor-restricted endowment fund is intended to support a scholarhsip fund at the university of central oklahoma.

Raw XML AppendixShowing 400 of 469 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE VARIOUS FUND TYPES TO MEET TULSA AND NORTHEASTERN OKLAHOMA PHILANTHROPIC NEEDS.
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt0615652
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AIMEE BOYER
IRS990/BooksInCareOfDetail/PhoneNum09185826864
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01616 EAST 15TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd074120
IRS990/BusinessRlnWith35CtrlEntInd01
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0615652
IRS990/CYGrantsAndSimilarPaidAmt0160725
IRS990/CYInvestmentIncomeAmt056565
IRS990/CYOtherExpensesAmt013328
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03824
IRS990/CYRevenuesLessExpensesAmt0501988
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0174053
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0676041
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FUNDED QUALIFIED CHARITABLE ORGANIZATIONS THAT ALIGN WITH TULSA FIDUCIARY FUND'S MISSION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt029539
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0170234
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0165812
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt04918
IRS990/FeesForServicesLegalGrp/TotalAmt04918
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03824
IRS990/FeesForServicesOtherGrp/TotalAmt03824
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt01263
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01263
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt95.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID POARCH
IRS990/Form990PartVIISectionAGrp/PersonNm1R BRETT KRAMER
IRS990/Form990PartVIISectionAGrp/PersonNm2CLIFTON TAULBERT
IRS990/Form990PartVIISectionAGrp/PersonNm3SANFORD CARDIN
IRS990/Form990PartVIISectionAGrp/PersonNm4DR JAMES CASH
IRS990/Form990PartVIISectionAGrp/PersonNm5LYNN CONARD
IRS990/Form990PartVIISectionAGrp/PersonNm6SARAH JANE GILLETT
IRS990/Form990PartVIISectionAGrp/PersonNm7TANYA TIPPECONNIC SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm8ANDY WOLOV
IRS990/Form990PartVIISectionAGrp/PersonNm9AIMEE BOYER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02021
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt031817
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0160725
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0160725
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0160725
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0779502
IRS990/GrossReceiptsAmt01423726
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02687
IRS990/InsuranceGrp/TotalAmt02687
IRS990/InvestmentIncomeGrp/ExclusionAmt024748
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024748
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0612551
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01162174
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0747685
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TULSA 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0616030
IRS990/NetAssetsOrFundBalancesEOYAmt01169270
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt031817
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt031817
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt051252
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0586491
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0999036
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0605003
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SUBSCRIPTION
IRS990/OtherExpensesGrp/Desc1FILING & REGISTRATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0568
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt168
IRS990/OtherExpensesGrp/TotalAmt0568
IRS990/OtherExpensesGrp/TotalAmt168
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0AIMEE BOYER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523940
IRS990/ProgramServiceRevenueGrp/Desc0ADMINISTRATIVE FEE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03824
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03824
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0102478
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt091988
IRS990/PYInvestmentIncomeAmt023960
IRS990/PYOtherExpensesAmt072259
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03014
IRS990/PYRevenuesLessExpensesAmt0-34795
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0164247
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0129452
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0501988
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03824
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03479
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07096
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0492825
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0102478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0626709
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01222012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024748
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013336
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011271
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt049355
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06838
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0466256
IRS990ScheduleA/SubstantialContributorsTotAmt0755756
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0492825
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0102478
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0626709
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01222012
IRS990ScheduleA/TotalSupportAmt01271367
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0443
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt029539
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0122827
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0165302
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt013379
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0490325
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0160725
IRS990ScheduleD/DonorAdvisedFundsHeldCnt014
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0991941
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FundsAndOtherAccountsContriAmt02500
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt01
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt04932
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE DONOR-RESTRICTED ENDOWMENT FUND IS INTENDED TO SUPPORT A SCHOLARHSIP FUND AT THE UNIVERSITY OF CENTRAL OKLAHOMA.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/CashGrantAmt110000
IRS990ScheduleI/RecipientTable/CashGrantAmt25000
IRS990ScheduleI/RecipientTable/CashGrantAmt37200
IRS990ScheduleI/RecipientTable/CashGrantAmt412000
IRS990ScheduleI/RecipientTable/CashGrantAmt5100000
IRS990ScheduleI/RecipientTable/CashGrantAmt65000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(B)(1)(A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1170(B)(1)(A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2170(B)(1)(A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3170(B)(1)(A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4170(B)(1)(A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5170(B)(1)(A)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6170(B)(1)(A)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6GENERAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TULSA AREA UNITED WAY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF NEBRASKA FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CASCIA HALL PREPARATORY SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3FRIENDSHIP BAPTIST CHURCH OWASSO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4WINGS SPECIAL NEEDS COMMUNITY INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5PARISH OF CHRIST THE KING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6AUGUSTINE INSTITUTEINC
IRS990ScheduleI/RecipientTable/RecipientEIN0730580283
IRS990ScheduleI/RecipientTable/RecipientEIN1470379839
IRS990ScheduleI/RecipientTable/RecipientEIN2731328398
IRS990ScheduleI/RecipientTable/RecipientEIN3731404532
IRS990ScheduleI/RecipientTable/RecipientEIN4201141382
IRS990ScheduleI/RecipientTable/RecipientEIN5730596574
IRS990ScheduleI/RecipientTable/RecipientEIN6202349108
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01430 S BOULDER AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11010 LINCOLN MALL SUITE 300
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt22520 S YORKTOWN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt314100 EAST 86TH STREET NORTH
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt413700 N EASTERN AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51520 SOUTH ROCKFORD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt66160 S SYRACUSE WAY SUITE 310
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TULSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LINCOLN
IRS990ScheduleI/RecipientTable/USAddress/CityNm2TULSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3OWASSO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4EDMOND
IRS990ScheduleI/RecipientTable/USAddress/CityNm5TULSA
IRS990ScheduleI/RecipientTable/USAddress/CityNm6GREENWOOD VILLAGE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5OK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd074119
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd168508
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd274114
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd374055
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd473013
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd574120
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd680111
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TULSA FIDUCIARY FUND "TFF" VERIFIES A GRANTEE ORGANIZATION IN THE UNITED STATES IS A 170(B)(1)(A) ORGANIZATION BY REFERRING TO THE TAX EXEMPT ORGANIZATION SEARCH ON THE IRS WEBSITE. ADDITIONALLY, TFF WILL REVIEW THE ORGANIZATION'S WEBSITE (IF ONE IS AVAILABLE) FOR ITS MISSION STATEMENT, ACCOMPLISHMENTS, FINANCIAL STATEMENTS, AND/OR FORM 990. TFF WILL REQUEST ANY DOCUMENTS IT DEEMS NECESSARY FROM THE GRANTEE ORGANIZATION. IF A CHARITABLE ORGANIZATION HAS NOT RECEIVED THEIR IRS DETERMINATION LETTER, TFF EXERCISES EXPENDITURE RESPONSIBILITY BY REQUIRING THE RECIPIENT TO SUBMIT REPORTS OUTLINING HOW THE FUNDS WERE USED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt07
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0PINNACLE INVESTMENT ADVISORS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0SEE PART V
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt01263
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0SEE PART V
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0PINNACLE INVESTMENT ADVISORS IS CONSIDERED AN "INTERESTED PERSON." TWO OF TULSA FIDUCIARY FUND'S BOARD OF DIRECTORS AND THE EXECUTIVE DIRECTOR ARE ALL KEY EMPLOYEES AND/OR OWNERS OF PINNACLE INVESTMENT ADVISORS. TULSA FIDUCIARY FUND PAID PINNACLE INVESTMENT ADVISORS $1,262.74 AS AN INDEPENDENT CONTRACTOR FOR INVESTMENT MANAGEMENT SERVICES. PINNACLE INVESTMENT ADVISORS' FEES FOR THESE SERVICES WERE CHARGED AT OR BELOW MARKET RATES.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART IV: BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt011
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV - STOCK EXCHANGE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt0605003
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAVID POARCH, AIMEE BOYER, AND R. BRETT KRAMER ARE OWNERS AND/OR KEY EMPLOYEES AT THE SAME BUSINESS ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR REVIEW PRIOR TO THE FILING DATE. ANY ISSUES THE GOVERNING BODY HAS WITH THE FORM 990 IS DISCUSSED WITH THE OUTSIDE TAX PROFESSIONALS HIRED TO PREPARE FORM 990 AND RESOLVED BEFORE EXECUTING A FINAL FORM 990 TO BE FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO BOARD MEMBERS. IN THE EVENT A CONFLICT ARISES, THE BOARD MEMBER(S) ABSTAIN FROM VOTING ON SUCH MATTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TULSA FIDUCIARY FUND (TFF) LISTS ITS FORM 990 AND IRS 501(C)(3) DETERMINATION LETTER ON THE ORGANIZATION'S WEBSITE. TFF MAKES ITS FORM 1023, ARTICLES OF INCORPORATION, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0616030
IRS990/TotalAssetsEOYAmt01169270

Document Assets

No mirrored PDF or thumbnail assets are attached yet.