I 2 NOV a -137,223.

.·-Form

990

iltENDED TO NOVEMBER 15, 201~

Return·.o,-Organization Exempt From l"!Q~e Tax

0MB No 1545-0047

2018

Department of the Treasu,y Internal Revenue Service

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

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Do not enter social security numbers on this form as it may be made public)

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• Go to www.irs.aov/Form990 for instructions and the latest information.

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Open to Public Inspection

A For the 2018 calendar year, or tax year beginning and ending

B Check 11 C Name of organization ' D Employer identification number

applicable DAddress

change TULSA COMMUNITY FOUNDATION

DName

change Doino business as 73-1554474

01mt1al

Number and street (or P.O. box 1f ma1l 1s not delivered to street address)

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_Room/suite Telephone number

return E

DF,nal _{return/ 7030} S. YALE, SUITE 600 (918)494-8823

term1n-City or town, state or province, country, and ZIP or foreign postal code 407,178,933.

ated G Gross receipts $

DAmended

return TULSA, OK 74136 H(a) Is this a group return

DApphca- _{F Name and address of principal officer. PHIL LAKIN, JR.}

for subordinates? 0Yes l:KJNo t1on

pending

SAME AS C ABOVE _{H(b) Areallsubord1natesincluded? DYes D No}

I Tax-exempt status:

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X

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501/cl/3) D so11c11 )~ (insert no.) D 4947(all1l or D 527 If "No," attach a list. (see instructions)

J Website: • WWW. TULSACF. ORG _{H(c) Group exemption number •}

K Form of ornamzat1on:

I x I

Corporation

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I

Trust

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I Assoc1at1on

I I

Other~

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L Year of formation: 19 9 8

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M State of leoal dom1c1le: OK

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Part

11

Summary

1 Briefly describe the organization's mission or most significant act1v1t1es: SERVE AS A COMMUNITY FOUNDATION

CD

u PRIMARILY TO BENEFIT TULSA AND EASTERN OKLAHOMA

C

ca

2 Check this box ~ D 1f the organ1zat1on discontinued its operations or disposed of more than 25% of rts net assets C

...

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3 Number of voting members of the governing body (Part VI, line 1 a) 3 24

>

0

C, _{4 Number of independent voting members of the governing bo ~}

1 ;:--· ... _,,_. 4 19

all

Total number of md1v1duals employed 1n calendar year 2018 Dart V,

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E'IVED

140

en 5 5

:!

_{6 Total number of volunteers (estimate 1f necessary)} (.)

6 0

·s:

IC) Cl').

..

:;::.

7 a Total unrelated business revenue from Part VIII, column (C), I

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2

NOV

2.

2 2019

0

7a -137,223.

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₀

..

b Net unrelated business taxable income from Form 990-T line 7b 0.

OGDEN, Ul

Prior Year Current Year

8 Contributions and grants (Part VIII, line 1 h) 104,122,827. 155,620,999.

Q)

::I

9 Program service revenue (Part VIII, line 2g) 1,324,550. 1,515,043.

C

_..

CD

> 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) 13,384,891. 17,416,420.

CD

a:

11 Other revenue (Part VIII, column (A), Imes 5, 6d, Sc, 9c, 10c, and 11 e) -291,470. -161,464.

12 Total revenue - add lines 8 throuah 11 /must eaual Part VIII column /Al. line 12) 118,540,798. 174,390,998.

13 Grants and s1m1lar amounts paid (Part IX, column (A), lines 1-3) 93,008,002. 113,520,877.

14 Benefits paid to or for members (Part IX, column (A), line 4) 0.

o.

en 15 Salanes, other compensation, employee benefits (Part IX, column (A), lines 5-10)

' 4,436,220. 6,416,919.

Q)

239,675. 245,163.

en _{16a Professional fundra1s1ng fees (Part IX, column (A), line 11 e)}

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Q)

b Total fundra1s1ng expenses (Part IX, column (D), line 25) ~ 551,307.

Q.

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w _{17 Other expenses (Part IX, column (A), lines 11a-11d, 11f·24e)} 14,497,491. 15,732,543.

18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25) 112,181,388. 135,915,502.

19 Revenue less exoenses Subtract line 18 from line 12 6,359,410. 38,475,496.

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Beoinnino of Current Year End of Year

20 Total assets (Part X, line 16)

_..

509,286,910. 529,863,950.

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21 Total liab1lrt1es (Part X, line 26) 21,910,264. 29,003,677.

z=

22 Net assets or fund balances. Subtract line 21 from line 20 487,376,646. 500,860,273.

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Part II

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81gnature i:s1ock

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, 11 1s

Sign Here Paid Preparer Use Only

~

Iii...

PHIL LAKIN, JR. , CHIEF EXECUTIVE OFFICER

~ Type or print name and title

Firm's address~ 2222 SOUTH UTICA PL, SUITE 200

TULSA, OK 74114

May the IRS discuss this return with the preparer shown above? /see 1nstruct1ons)

LHA For Paperwork Reduction Act Notice, see the separate instructions.

'

Form 990 2018

•

'.~~r:i:uu

tatement

0

Check 1f Schedule O contains a response or note to any line 1n this Part Ill

1 Briefly describe the organization's m1ss1on.

TCF IS ORGANIZED AND OPERATED FOR CHARITABLE PURPOSES PRIMARILY FOR THE LONG TERM BENEFIT OF THE TULSA METROPOLITAN AREA AND EASTERN OKLAHOMA CHARITABLE CAUSES.

2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ?

If "Yes," describe these new services on Schedule 0

3 Did the organization cease conducting, or make significant changes 1n how 1t conducts, any program services? If "Yes," descnbe these changes on Schedule 0.

73-1554474 Pa

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D

Dves

l:KJNo

Dves

l:KJNo 4 Describe the organ1zat1on's program service accomplishments for each of its three largest program services, as measured by expenses.

Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, If any, for each program service reported.

4a (Code ) (Expenses$ 131 , 51 7 , 0 6 0 • including grants of$ 113 , 5 2 0 , 8 7 7 • ) (Revenue$ _ _ _ _ _ _ 1...:...., 5_1_5...:...., 0_4_3_.

FUNDING OF QUALIFIED CHARITABLE PURPOSES, ORGANIZATIONS AND OTHER ENTITIES THAT BENEFIT TCF'S INTERESTS AND MISSION.

4b (Code - - - - ) ( E x p e n s e s $ - - - including grants of$ ) ( R e v e n u e $

-4c (Code _ _ _ _ ) ( E x p e n s e s $ - - - including grants of$ ) ( R e v e n u e $

-4d Other program services (Describe m Schedule O)

(Expenses$ including grants of$ (Revenue$

4e Total program service expenses

t;

131,517,060.

Form 99012018\ TULSA C O ~ Y FOUNDATION

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73-1554474 Paae

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Part

1v

I

Checklist of Required Schedules

1 Is the organization described 1n section 501 (c)(3) or 494 7(a)(1) (other than a private foundation)? If "Yes," complete Schedule A

2 Is the organization required to complete Schedule B, Schedule of Contnbutors?

3 Did the organization engage 1n direct or indirect political campaign act1v1t1es on behalf of or 1n oppos1t1on to candidates for public office? ff "Yes," complete Schedule C, Part I

4 Section 501(c)(3) organizations. Did the organization engage 1n lobbying act1vrt1es, or have a section 501 (h) election 1n effect

during the tax year? If "Yes," complete Schedule C, Part II . . . . ..

5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or similar amounts as defined 1n Revenue Procedure 98-19? ff "Yes," complete Schedule C, Part Ill

6 Did the organization maintain any donor advised funds or any s1m1lar funds or accounts for which donors have the nght to provide advice on the d1stnbut1on or investment of amounts 1n such funds or accounts? ff "Yes," complete Schedule D, Part I 7 Did the organ1zat1on receive or hold a conservation easement, including easements to preserve open space,

the environment, historic land areas, or h1stonc structures? ff "Yes," complete Schedule D, Part II .. ..

8 Did the organ1zatian maintain collections of works of art, h1stoncal treasures, or other similar assets? ff "Yes," complete

Schedule D, Part Ill ...

9 Did the organ1zat1on report an amount 1n Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed 1n Part X, or provide credit counseling, debt management, credit repair, or debt negot1at1on services? If "Yes," complete Schedule D, Part IV

10 Did the organ1zat1on, directly or through a related organization, hald assets 1n temporanly restncted endowments, permanent endowments, or quasi-endowments? ff "Yes," complete Schedule D, Part V

11 If the organization's answer to any of the following questions 1s "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable

a Did the organ1zat1on report an amount for land, buildings, and equipment 1n Part X, line 10? ff "Yes," complete Schedule D, Part VI

b Did the organization report an amount for investments · other secunt1es 1n Part X, line 12 that 1s 5% or more of its total assets reported m Part X, line 16? If "Yes," complete Schedule D, Part VII

c Did the organ1zat1on report an amount for investments. program related m Part X, line 13 that 1s 5% or more of its total assets reported m Part X, line 16? If "Yes," complete Schedule D, Part VIII

d Did the organization report an amount for other assets 1n Part X, line 15 that 1s 5% or more of its total assets reported 1n

Part X, line 16? If "Yes," complete Schedule D, Part IX ..

e Did the organ1zat1on report an amount for other liab11it1es m Part X, line 25? If "Yes," complete Schedule D, Part X

f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax pos1t1ons under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X

12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete

Schedule D, Parts XI and XII ..

b Was the organ1zat1on included 1n consolidated, independent audited financial statements for the tax year? If "Yes," and 1fthe orgamzat,on answered "No" to /me 12a, then completing Schedule D, Parts XI and XII is optJonal

13 Is the organization a school descnbed 1n section 170(b)(1 )(A)(1Q? If "Yes," complete Schedule E

14a Did the organization maintain an office, employees, or agents outside of the United States? ..

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmak1ng, fundra1smg, business, investment, and program service act1v1t1es outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV . .

15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If "Yes," complete Schedule F, Parts II and JV

16 Did the organ1zat1on report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign md1v1duals? If "Yes," complete Schedule F, Parts /~ and JV

17 Did the organization report a total of more than $15,000 of expenses for professional fundra1smg services on Part IX, column (A), Imes 6 and 11 e? If "Yes," complete Schedule G, Part I ..

18 Did the organ1zat1on report more than $15,000 total of fundraismg event gross income and contributions on Part VIII, lines

1 c and Sa? If "Yes, " complete Schedule G, Part II ... . .

19 Did the organ1zat1on report more than $15,000 of gross income from gaming act1v1t1es on Part VIII, line 9a? If "Yes," complete Schedule

G,

Part Ill

20a Did the organ1zat1on operate one or more hospital fac11it1es? If "Yes," complete Schedule H

b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

21 Did the organization report more than $5,000 of grants or other assistance to any domestic organization or

Form 990 (20181 TULSA C O ~ Y FOUNDATION

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73-1554474 Paae4

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Paf1

1v

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Checklist of Required Schedules

rcontmuedJ

22 Did the organization report more than $5,000 of grants or other assistance to or for domestic md1v1duals on Part IX, column (A), line 2? If "Yes,• complete Schedule I, Parts I and Ill .. ..

23 Did the organ1zat1on answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organ1zat1on's current and former officers, directors, trustees, key employees, and highest compensated employees? ff "Yes," r;omplete

ScheduleJ . . . . .

24a

Did the organ1zat1on have a tax-exempt bond issue wrth an outstanding pnnc1pal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? ff "Yes," answer Imes 24b through 24d and complete Schedule K. If "No," go to /me 25a ..

b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary penod exception?

c Did the organization ma1nta1n an escrow account other than a refunding escrow at any time dunng the year to defease any tax-exempt bonds? .

d Did the organ1zat1on act as an "on behalf of" issuer for bonds outstanding at any time during the year?

25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage 1n an excess benefit

transaction with a disqualified person dunng the year? ff "Yes," complete Schedule L, Part I

b Is the organ1zat1on aware that 1t engaged 1n an excess benefit transaction with a d1squal1fied person in a pnor year, and that the transaction has not been reported on any of the organization's pnor Forms 990 or 990-EZ? ff "Yes," complete Schedule L, Part I

26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes,•

complete Schedule L, Part II ..

27 Did the organ1zat1on provide a grant or other assistance to an officer, director, trustee, key employee, substantial contnbutor or employee thereof, a grant selection committee member, or to a 35% controlled entrty or family member of any of these persons? If "Yes," complete Schedule L, Part Ill

28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV 1nstruct1ons for applicable filing thresholds, cond1t1ons, and exceptions):

a A current or former officer, director, trustee, or key employee? ff "Yes," complete Schedule L, Part IV

b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV

c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or 1nd1rect owner? ff "Yes," complete Schedule L, Part IV I

29 Did the organ1zat1on receive more than $25,000 1n non-cash contributions? ff "Yes," complete Schedule M

30 Did the organ1zat1on receive contributions of art, historical treasures, or other s1m1lar assets, or qualified conservation

contributions? If "Yes," complete Schedule M .. . .

31 Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

32 Did the organ1zat1on sell, exchange, dispose of, or transfer more than 25% of its net assets? ff "Yes," complete Schedule N, Part II

33 Did the organ1zat1on own 100% of an entity disregarded as separate from the organization under Regulations sections 301. 7701-2 and 301 7701-3? If "Yes,• complete Schedule R, Part I

34 Was the organization related to any tax-exempt or taxable entity? ff "Yes," complete Schedule R, Part II, Ill, or IV, and Part V, /me 1

35a Did the organ1zat1on have a controlled entity w1thm the meaning of section 512(b)(13)?

b If "Yes" to line 35a, did the organization receive any payment from or engage 1n any transaction with a controlled entity w1thm the meaning of section 512{b)(13)? ff "Yes," complete Schedule R, Part V, /me 2 .

36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-chantable related organ1zat1on?

If "Yes," complete Schedule R, Part V, /me 2

37 Did the organization conduct more than 5% of rts act1v1t1es through an entrty that 1s not a related organization and that 1s treated as a partnership for federal income tax purposes? ff "Yes," complete Schedule R, Part VI

38 Did the organ1zat1on complete Schedule O and provide explanations 1n Schedule O for Part VI, Imes 11 b and 19?

Note. All Form 990 filers are reau1red to comolete Schedule 0

!_Part

VI

Statements Regarding Other IRS Filings and Tax Compliance

Check 1f Schedule O contains a response or note to any line in this Part V

1a Enter the number reported in Box 3 of Form 1096. Enter -0- If not applicable

b Enter the number of Forms W-2G included in line 1 a. Enter -0· 1f not applicable

I

1a

I

I

1b

I

C Did the organ1zat1on comply with backup w1thhold1ng rules for reportable payments to vendors and reportable gaming

(aamblinal w1nninas to onze winners?

Form 990 2018 TULSA C O ~ Y FOUNDATION

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73-1554474

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Statements Regarding Other IRS Filings and Tax Compliance

continued

2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or w1th1n the year covered by this return 2a

b If at least one 1s reported on hne 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1 a and 2a 1s greater than 250, you may be required to a-file (see instructions)

3a Did the organ1zat1on have unrelated business gross income of $1,000 or more dunng the year?

b If "Yes," has rt filed a Form 990-T for this year? If "No" to /me

3b,

provide an explanation m Schedule 0

4a At any time dunng the calendar year, did the organization have an interest 1n, or a signature or other authority over, a financial account 1n a foreign country (such as a bank account, secunt1es account, or other financial account)?

b If "Yes," enter the name of the foreign country:~ _s_E_E_s_c_H_E_D_UL_E_o _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ See 1nstruct1ons for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Sa Was the organization a party to a proh1b1ted tax shelter transaction at any time dunng the tax year?

b Did any taxable party notify the organization that 1t was or 1s a party to a proh1b1ted tax shelter transaction? c If "Yes" to hne 5a or 5b, did the organ1zat1on file Form 8886-T?

6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organ1zat1on solicit

any contnbut1ons that were not tax deductible as charitable contnbut1ons?

b -If "Yes," did the organization include with every solic1tat1on an express statement that such contnbut1ons or gifts were not tax deductible?

7 Organizations that may receive deductible contributions under section 170(c).

a

D1d the organization receive a payment m excess of $75 made partly as a contnbut1on and partly for goods and services provided to the payor?

b If "Yes," did the org'anizat1on notify the donor of the value of the goods or services provided?

c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which 1t was required to file Form 8282?

d If "Yes," 1nd1cate the number of Forms 8282 filed dunng the year 7d

e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

f Did the organization, dunng the year, pay premiums, directly or indirectly, on a personal benefit contract?

g If the organization received a contnbut1on of qualified intellectual property, did the organ1zat1on file Form 8899 as required?

2b X ~ ~ ~ ( i i 3a X 3b X Sc 6a X 6b

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~!'!{ 7a X 7b X 7c X 7e X 7f X 7

h If the organization received a contnbut1on of cars, boats, airplanes, or other vehicles, did the organ1zat1on file a Form 1098-C? • i-,.;.7-"h-+ ... ---+--'="'

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8 Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the .~l,i.ii. 'tii,;,:s;, .,~;it

sponsonng organization have excess business hold1i:,gs at any time dunng the year?

9 Sponsoring organizations maintaining donor advised funds.

a

Did the sponsoring organ1zat1on make any taxable d1stnbut1ons under section 4966?

b Did the sponsonng organ1za~1on make a d1stnbut1on to a donor, donor advisor, or related person?

10 Section 501(c)(7) organizations.

Enter-a

lnit1at1on fees and capital contnbutions included on Part VIII, line-12

b Gross receipts, included on Form 990, Part VIII, hne 12, for public use of club fac1ht1es

11 Section 501(c)(12) organizations. Enter:

a

Gross income from members or shareholders

b Gross income from other sources (Do not net amounts due or paid to other sources against

8 X

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X X 10a 10b 11a

amounts due or received from them) L...:.1.:.1b=--i---+==:...+:=~=:=:.1

12a Section 4947(a)(1) non-exempt charitable trusts. Is the organ1zat1on filing Form 990 in lieu of Form 1041?

b If "Yes," enter the amount of tax-exempt interest received or accrued dunng the year o...:.12b=....__ _ _ _ _ _ _ _ _

13 Section 501(c)(29) qualified nonprofit health insurance issuers.

a

Is the organization licensed to issue qualified health plans in more than one state?

Note. See the 1nstruct1ons for add1t1onal information the organization must report on Schedule 0

b Enter the amount of reserves the organization 1s required to maintain by the states in which the organization 1s licensed to issue qualified health plans

c Enter the amount of reserves on hand

14a Did the organ1zat1on receive any payments for indoor tanning services dunng the tax year?

13b 13c

b If "Yes," has 1t filed a Form 720 to report these payments? If "No," provide an explanat:Jon m Schedule O

15 Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 1n remuneration or excess parachute payment(s) dunng the year?

If "Yes," see instructions and file Form 4720, Schedule N

16 Is the organization an educational 1nst1tut1on subJect to the section 4968 excise tax on net investment income? If "Yes" com late Form 4720 Schedule 0

Fom, 990 2018 TULSA C O ~ Y FOUNDATION

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73-1554474 Pa

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.__ __

__. Governance, Management, and Disc osure

For each "Yes" response to /mes 2 through lb below, and for a "No" response

to /me Ba, Bb, or 10b below, descnbe the c1rcumstances, processes, or changes m Schedule 0. See instructions.

Check rf Schedule O contains a response or note to any line 1n this Part VI

ITT

Section A. Governing Body and Management

1a Enter the number of voting members of the governing body at the end of the tax year

If there are material differences m voting rights among members of the governing body, or rf the governing body delegated broad authority to an executive committee or srmrlar committee, explain m Schedule 0.

b Enter the number of voting members included 1n line 1 a, above, who are independent

1a

1b

2 Drd any officer, director, trustee, or key employee have a family relat1onsh1p or a business relat1onsh1p wrth any other officer, director, trustee, or key employee?

3 D1d the organization delegate control over management duties customanly performed by or under the direct superv1s1on of officers, directors, or trustees, or key employees to a management company or other person?

4 5-6

D1d the organization make any s1gnif1cant changes to rts governing documents since the prior Fonn 990 was filed? Drd the organrzat,on become aware dunng the year of a significant diversion of the organization's assets? Drd the organization have members or stockholders?

7a Drd the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body?

b Are any governance dec1s1ons of the organization reserved to (or subJect to approval by) members, stockholders, or

persons other than the governing body? ..

8 D1d the organrzat,on contemporaneously document the meetings held or written actions undertaken during the year by the following:

a

The governing body?

b Each committee with authonty to act on behalf of the governing body?

9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the oraan1zat1on's marlina address? If "v-- " -·-"·"-u.n - - ~ - - __ ,,

Section B Policies

rrh,s .C: .. r-ttnn A - - · , __ .._ <>hn, ,f nn/,r,o<' nnf f,., th"' /nfom,o/ ~ ·- f"'nrlo I

10a

D1d the organ1zat1on have local chapters, branches, or affiliates?

b If "Yes," did the organization have wntten policies and procedures governing the act1vrt1es of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?

11a Has the organrzat,on provided a complete copy of thrs Fonn 990 to all members of rts governing body before filing the fonn?

b Descnbe in Schedule O the process, ,f any, used by the organization to review thrs Form 990

12a

D1d the organization have a wntten conflict of interest policy? If "No," go to /me 13

b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give nse to conflicts?

c D1d the organ,zat,on regularly and consistently monitor and enforce compliance wrth the policy? If "Yes," descnbe m Schedule O how this was done

13

D1d the organrzat,on have a written wh,stleblower policy?

14

D1d the organization have a written document retention and destruction policy?

15

Drd the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substant,atron of the deliberation and dec,s,on?

a The organization's CEO, Executive Director, or top management official

b Other officers or key employees of the organ1zat1on

' If "Yes" to line 15a or 15b, describe the process in Schedule O (see 1nstruct1ons)

16a D1d the organization invest ,n, contribute assets to, or part1c1pate ,n a Joint venture or s,m,lar arrangement wrth a

taxable entity dunng the year? .. .

b If "Yes," drd the organization follow a written policy or procedure requinng the organ1zat1on to evaluate ,ts part1c1pat1on in 101nt venture arrangements under applicable federal tax law, and take steps to safeguard the organ1zat1on's exemot status wrth resoect to such arranaements?

Section C. Disclosure

Yes

No

24 19 .

·-2

X

3

X

4

X 5 X

6

X

7a

X

7b

X

Sa

X

Sb

X 9 X Yes

No

10a X

10b

11a

X

12a

X

12b

X

12c

X

13

X

14

X

15a

X

15b

X 16a X

16b

I

I

I

I

17

l..Jst the states wrth which a copy of this Form 990 ,s required to be filed ~_OK _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

18 Section 6104 requires an organization to make ,ts Forms 1023 (1024 or 1024·A 1f applicable), 990, and 990-T (Section 501 (c)(3)s only) available for public 1nspect1on Indicate how you made these available. Check all that apply

[I]

Own website

D

Another's website

[I]

Upon request

D

Other (exp/am m Schedule O)

19 Descnbe ,n Schedule O whether (and rf so, how) the organ1zat1on made ,ts governing documents, conflict of interest policy, and financial statements available to the public during the tax year.

20

State the name, address, and telephone number of the person who possesses the organ1zat1on's books and records ~

-PHIL LAKIN, JR. - (918)494-8823

Form 990 2018 TULSA C O ~ Y FOUNDATION

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73-1554474 Pae

7

L-.C.:::..~.=J

Compensation of Officers, irectors, Trustees, ey Employees, Highest Compensated

Employees, and Independent Contractors

Check 1f Schedule O contains a response or note to any line in this Part VII

ITT

Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees

1a Complete this table for all persons required to be listed Report compensation for the calendar year ending wrth or w1th1n the organ1zat1on's tax year. • List all of the organization's current officers, directors, trustees (whether 1nd1v1duals or organizations), regardless of amount of compensation. Enter -0-1n columns (D), (E), and (F) 1f no compensation was paid.

• List all of the organization's current key employees, 1f any See 1nstruct1ons for definition of "key employee "

• List the organ1zat1on's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received report· able compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.

• List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations

• List all of the organization's former directors or trustees that received, 1n the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organ1zat1on and any related organ1zat1ons.

List persons 1n the following order: 1nd1v1dual trustees or directors; 1nstrtut1onal trustees; officers; key employees, highest compensated employees; and former such persons.

De

heck this box rt' nerther the oraanizat1on nor anv related oraanizat1on comoensated anv current officer director or trustee.

(A) (B) (C) (D) (E) (F)

Name and Trtle Average Position Reportable Reportable Estimated

(do not check more than one

hours per box, unless person 1s both an compensation compensation amount of week officer and a director/trustee) from from related other

~1st any ,§ the organizations compensation

hours for 'i, I!!

₌

.,,,

organization c,N-2/1099-M ISC) from the

related 0

_j

!11 r,N-2/1099-M ISC) organization

Form 990 12018\ TULSA CO

A

Y FOUNDATION

e

73-1554474 Paae

8

I.Pc!.!'1

VJI

I

Section A. Officers Directors Trustees. Kev Em1 lovees. and Hicihest Comoensated Emolovees

~·

(A) (B) (C) (D) (E) (F)

Name and title Average Position _{Reportable Reportable Estimated}

(do not check more than one

hours per box, unless person 1s both an compensation compensation amount of week officer and a director/trustee)

from from related other

(list any 0 _{the organ1zat1ons compensation}

~

hours for "C

₌

organization r,N-2/1099-M ISC) from the -"' related 0

~

r,N-2/1099-MISC) organization .;; ~ E organizations E m

e

and related

i

~ below

_!

!

~~ organ1zat1ons s: ~~ § line) -g _~ ~ _'='E 15 ~ ::Cm .£ (18) MOISES ECHEVERRIA 1.00 TRUSTEE X

o.

o.

0. (19) SHANE FERNANDEZ 1.00 TRUSTEE X 0. 0. 0. (20) BECKY FRANK 1.00 TRUSTEE X

o.

o.

0. ( 21) JOHN HEWITT 1.00 TRUSTEE '- X

o.

0. 0. (22) ALANA HUGHES 1.00 TRUSTEE X 0. 0. 0. (23) STEVEN NELL 1.00 TRUSTEE X

o.

0. 0. (24) BAILEY SIEGFRIED 1.00 TRUSTEE X 0. 0. 0. (25) PHIL LAKIN, JR. 55.00

CHIEF EXECUTIVE OFFICER X 490,973. 0. 46,238.

(26) WILLIAM J. STAVA, III 20.00

CHIEF OPERATING OFFICER 37.00 X 83,350. 763,269. 46·, 314.

1b Sub-total ~ 574,323. 763,269. 92,552.

C Total from continuation sheets to Part VII, Section A ~ 685,671. 40,192. 90,444.

d Total (add lines 1b and 1c)

••

1,259,994. 803,461. 182,996.

2 Total number of 1nd1v1duals Onclud1ng but not limited to those listed above) who received more than $100,000 of reportable

comoensat1on from the oraanizat1on

•

7

Yes No

3 D1d the organization list any former officer, director, or trustee, key employee, or highest compensated employee on , •

.

~ ' '"";.' ). ... , "

. ·"'1

r1,

'

...

'. .. ,, - +

line 1 a? If "Yes," complete Schedule J for such md1v1dual 3 X

4 For any ind1v1dual listed on line 1 a, 1s the sum of reportable compensation and other compensation from the organ1zat1on :~~ ~:~

'"'~~·.).

;--~-fl

and related organizations greater than $150,000? If "Yes," complete Schedule J for such md1v1dual 4 X

5 D1d any person listed on line 1 a receive or accrue compensation from any unrelated organization or ind1v1dual for services

~·

~ • .. ~1

:. I

'

-

,, . ., rendered to the oraan1zat1on? If "Vo~ " <'-'--~-,/o / ~nr ~ .. nh n o ~ n n ₅ X

Section B. Independent Contractors

1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the oraan1zat1on Reoort comoensat1on for the calendar vear end1na with or w1th1n the oraanizat1on's tax vear.

(A) (8)

Name and business address Description of services

BANK OF OKLAHOMA - TRUST SERVICES

P.O. BOX 2300, TULSA, OK 74192 INVESTMENT MGMT SERVICES

LISA LAZURUS

1415 RHODE ISLAND AVE, WASHINGTON, DC 20005 EARLY CHILDHOOD CONSULTANT

THE ADVANCEMENT GROUP

9175

s.

YALE AVE. STE. 200, TULSA, OK 74137 PLANNED GIVING SERVICES

SPEAK CREATIVE LLC

1648 W. MASSEY RD #200, MEMPHIS, TN 38120 WEB DESIGN & MARKETING

CHILD TRENDS, INC., 7315 WISCONSIN AVE,

STE. 1200W, BETHESDA, MD 20814 EARLY CHILDHOOD CONSULTANT

2 Total number of independent contractors (1nclud1ng but not limited to those listed above) who received more than $1 OD ODO of comoensat1on from the oraanizat1on •

SEE PART VII, SECTION A CONTINUATION SHEETS

Form 990 TULSA C O ~ Y FOUNDATION

e

73-1554474

I

f'jrt}(!I

I

Section A. Officers Directors Trustees Kev Emolovees and Hiahest Comoensated Emolovees lrnnt,nuorll

(A)

Name and title

(27) DEBBIE ALLEN CONTROLLER

( 28) MIKE DODSON

CHIEF DEVELOPMENT OFFICER (29) CHRIS BERNARD PROGRAM OFFICER (30) SUZANNE SCHRIEBER PROGRAM OFFICER ( 31) PATRICK DUHON PROGRAM OFFICER

Total to Part VII Section A line 1c

(8) Average hours per week (list any hours for related organ1zat1ons below line) 30.00 10.00 40.00 40.00 40.00 40.00 (C) Pos1t1on (check all that apply)

~ ~

_l

f! -ia

₌

0 ~

~

~ -:;;

s

I

~

i

!

_I

!

§ > _~ ~ i5 ~ ::c ~ X X X X X I

-(D) (E) (F)

Reportable Reportable Estimated

compensation compensation amount of

from from related other

the organizations compensation

organization ry,J-2/1099-MISC) from the

Form 990 2018 TULSA C O ~ Y

Statement of Revenue

Membership dues

'?

Fundrais1ng events 1c

d Related organizations 1d

e Government grants (contnbut1ons) 1e

f All other contributions, gifts, grants, an"d

s1m1lar amounts not included above 1f g Noncash contnbut1ons included In lines 1a-1t $

h Total. Add Imes 1a-1f

IT SUPPORT SERVICES FOUNDATION

e

73-1554474 (C) Unrelated business Pa

e9

D

PARK & OTHER EVENT FEES 713990 296,888. 296,888.

CD :I C: ~ CD

cc

..

a, .s::

0

C d e

f All other program service revenue

Total. Add Imes 2a-2f

3 Investment income CTncluding d1v1dends, interest, and other s1m1lar amounts)

4

5

Income from investment of tax-exempt bond pr?ceeds Royalties

6

a

Gross rents

b Less· rental expenses c Rental m~ome or Ooss)

d Net rental income or (loss)

7

a

Gross amount from sales of assets other than inventory b Less· cost or other basis

and sales expenses

c Gain or (loss)

d Net gain or (loss)

32,642,810. "7,905,282.

8

a

Gross income from fundra1s1ng events (not including$ · 649,247. of contributions reported on hne 1 c) See

Part IV, hne 18 a 1---'----li

b Less· direct ·expenses b _{' - - - ' - - - I - '}

'c Net income or Ooss) from fundra1smg events 9

a

Gross income from gaming act1vrt1es See

Part IV, hne 19 a 1 - - - i :

b Less: direct expenses b ' - - - 4 - " ' c Net income or (loss) from gaming act1v1t1es

10 a Gross sal~s of inventory, less returns

and allowances a

1---b Less. cost of goods sold

c Net income or oss from sales of 1nvento Miscellaneous Revenue

11 a RENTAL INCOME

12

b PARTNERSHIP UBTI

c SUSPENDED PARTNERSHIP LOSS

d All other revenue e Total. Add hnes 11a-11d

Total revenue. See instructions

e

73-1554474 Pae

10

Check 1f Schedule.O contains a res onse or note to an line 1n this Part IX

·o-·

Do not include amounts reported on Imes 6b,

lb, Bb, 9b, and 1 Ob of Part VIII.

1 Grants and other ass1sta_!:lce to domestic organizations

and domestic governments. See Part IV, line 21

2 Grants and other assistance to domestic

1nd1v1duals See Part IV, line 22

3 Grants and other assistance to foreign

organizations, foreign governments, and foreign

1nd1v1d.uals See Part IV, lines 15 and 16

4 Benefits paid to or for members

5 Compensation of current officers, directors,

trustees, and key employees

6 Compensation not included above, to d1squalif1ed

persons (as defined under section 4958(f)(1)) and persons described m section 4958(c)(3)(8)

7 ,Other salanes and wages

a

Pension plan accruals and contributions (include

section 401(k) and 403(b) employer contributions)

9 Other employee benefits

10 Payroll taxes

11 Fees for services (non·employees):

a Management

b Legal

c Accounting

d Lobbying

e Professional fundra1smg services. See Part IV; line 17

f Investment management fees

g Other. (If line 11g amount exceeds 10% of line 25,

(A) (B)

. Total expenses Program service

ex enses 112,447,745. 112,447,745. 1,073,132. 1,073,132. 664,311. 332,155. 211,387. 120,769. 4,796,481. 3,080,451. 1,599,314. 116,716. 228,681. 142,141. 79,466. 7,074. 358,015. 234,973. 117,317. 5,725. 369,431. 236,109. 121,947. 11,375. -.... 634. 634. 48,310. 48,310. 200,000. 200,000.

t---=----t,:=a.=.==...:==='F--=======.:::+---'---

245,163', ~~~~'*~~~ ~ ._,._ -~~~

..

~

:'$~~~~~1~~i~

245,163. 1,099,500. 1,099,500.

column (A) amount, list line 11g expenses on Sch O.) 1---65_4...;•:..1_5_5_.+-_ _ _ _

6_5_4_,_,_15_5_.+---4---12 Advert1s1ng and promotion

13 Office expenses

14 Information technology

15 Royalties · .

16 Occupancy .

17 Travel

18 Payments of travel or entertainment expenses

for any federal, state, or local public officials

19 Conferences, conventions, and meetings

20 Interest

21 Payments to affiliates

22 Deprec1at1on, depletion, and arnort1zat1on

23 · Insurance

24 Other expenses. Itemize expenses not covered

above. (List miscellaneous expenses m line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule 0.)

a

UNRELATED BUS INCOME TA

b OTHER PROGRAM RELATED E

c

CITY/COUNTY PARK MAINTE d ARTISTS' PROGRAM EXPENS

e All other expenses

25 Total functional ex enses. Add Imes 1 throu h 24e

26 Joint costs. Complete this lme only 1f the organization

reported m column (8) 1omt costs from a combined educational campaign and fundra1smg sohc1tat1on.

I

Part

x

J

Baance

sh

Fom, 990120,, TULSA

co..JIY

FOUNDATION

e

73-1554474 _Page

₁₁

Ch k f S h d ec I c e ule 0 contains a resoonse or note to anv line 1n this Part X

D

(A) (8)

Beginning of year End of year

1 Cash - non-mterest-beanng

_-

..

1

2 Savings and temporary cash investments _{. . ...} 92,195,773. 2 113,450,226.

3 Pledges and grants receivable, net

_..

106,729,877. ₃ 91,519,613.

4 Accounts receivable, net

_..

_... 543,557. 4 697,056.

- -5 Loans and other receivables from current and former officers, directors,

trustees, key employees, and highest compensated employees. Complete

Part II of Schedule L .

..

..

5

6 Loans and other receivables from other disqualified persons (as defined under section 4958(1)(1)), persons described m section 4958(c)(3)(B), and contnbutmg employers and sponsonng organizations of section 501 (c)(9) voluntary

J!l

employees' beneficiary organizations (see instr). Complete Part II of Sch L 6 CD

7 Notes and loans receivable, net

Ul 7

Ul

<

8 Inventories for sale or use 8

9 Prepaid expenses and deferred charges 27,109. ₉ 15,413.

10a Land, bu1ld1ngs, and equipment cost or other

basis. Complete Part VI of Schedule D 10a 10,590,759.

b Less: accumulated deprec1at1on 10b 4,393,456. 58,034,128. 10c 6,197,303.

11 Investments - publicly traded securities 208,373,238. ₁₁ 225,305,955.

12 Investments - other securities. See Part IV, line 11

_..

23,322,967. ₁₂

_'

72,784,879.

13 Investments - program-related See Part IV, line 11 19,748,359. ₁₃ 19,748,359.

14 Intangible assets

_..

14

15 Other assets. See Part IV, line 11 311,902. ₁₅ 145,146.

16 Total assets. Add Imes 1 throuoh 15 /must eoual line 34l 509,286,910. 16 529,863,950.

17 Accounts payable and accrued expenses

_....

275,614. ₁₇ 588,820.

18 Grants payable

_...

386,291. ₁₈ 166,498.

19 Deferred revenue

_..

19

20 Tax-exempt bond hab11it1es 20

21 Escrow or custodial account liability. Complete Part IV of Schedule D 21

:fl

22 Loans and other payables to current and former officers, directors, trustees, :;:::; _{key employees, highest compensated employees, and disqualified persons.}

:a

Complete Part II of Schedule L 22

.!!!

...

_{23 Secured mortgages and notes payable to unrelated third parties 23}

24 Unsecured notes and loans payable to unrelated third parties 24

25 Other liab1lrt1es 0nclud1ng federal income tax, payables to related third parties, and other liab11it1es not included on lines 17-24). Complete Part X of

Schedule D 21,248,359. ₂₅ 28,248,359.

26 Total liabilities. Add lines 17 throuoh 25 21,910,264. 26 29,003,677.

Organizations that follow SFAS 117 (ASC 958), check here ~

[TI

and

I

:fl

complete lines 27 through 29, and lines 33 and 34. '

Q _{27 Unrestricted net assets} 381,644,124. ₂₇ 419,198,070.

c:: ...

.!!! _{Ill 28 Temporanly restncted net assets} 105,732,522. ₂₈ 81,662,203.

IQ

29 Permanently restricted net assets ,9

-0

..

c::

Organizations that do not follow SFAS 117 (ASC 958), check here

~D

·1

:i

-u.

~ and complete lines 30 through 34.

J!l

30 Capital stock or trust principal, or current funds

- - ~

30

GI

~1

la

31 Paid-in or capital surplus, or land, building, or equipment fund

1{

<

_{32 Retained earnings, endowment, accumulated income, or other funds}

_a2

..

GI

2: _{33 Total net assets or fund balances}

5.~

487,376,646.

33

500,860,273.

34 Total liab11it1es and net assets/fund balances ~ b _{509,286,910. 34} l _529,863,950.

Form 990 2018 TULSA C O ~ Y FOUNDATION

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73-1554474 Pae

12

J~art XI Reconciliation of Net Assets

Ch k fS h d ec 1 c e ule 0 contains a response or note to any 1ne 1n t h P IS art XI

1 Total revenue (must equal Part VIII, column (A), line 12) 1

2 Total expenses (must equal Part IX, column (A), line 25) 2

3 Revenue less expenses. Subtract line 2 from line 1 3

4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) 4

5 Net unrealized gains (losses) on investments 5

6 Donated services and use of fac11it1es

....

6

7 Investment expenses 7

8 Pnor penod adJustments

_..

8

9 Other changes in net assets or fund balances (explain in Schedule 0) 9

10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,

column 18\\ 10

1:

P~rt)~III Financial Statements and Reporting

Check 1f Schedule O contains a response or note to anv line 1n this Part XII

1 Accounting method used to prepare the Form 990:

D

Cash

CK]

Accrual

D

Other

If the organization changed its method of accounting from a pnor year or checked "Other," explain 1n Schedule 0.

2a Were the organization's financial statements compiled or reviewed by an independent accountant?

If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both·

D

Separate basis

D

Consolidated basis

D

Both consolidated and separate basis

b Were the organization's financial statements audited by an independent accountant?

If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both·

D

Separate basis

CK]

Consolidated basis

D

Both consolidated and separate basis

c If "Yes" to line 2a or 2b, does the organization have a commrttee that assumes respons1b1hty for oversight of the audit,

review, or comp1lat1on of its financial statements and selection of an independent accountant?

If the organization changed either its oversight process or selection process dunng the tax year, explain in Schedule 0

3a As a result of a federal award, was the organization required to undergo an audrt or audrts as set forth 1n the Single Audit Act and 0MB Circular A-133?

b If "Yes," did the organization undergo the required audit or audits? If the organ1zat1on did not undergo the required audrt or audits exola1n whv in Schedule O and describe anv steps taken to underoo such audits

SCHEDULE A

(Form 990 or 990-EZ)

Publf

Charity Status and Public sulort

0MB No 1545-0047

Department of the Treasury Internal Revenue Service

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust •

.... Attach to Form 990 or Form 990-EZ.

.... Go to www.irs.gov/Form990 for instructions and the latest information.

2018

Name of the organization Employer identification number

73-1554474

tatus

(All organizations must complete this part) See 1nstruct1ons.

The organization 1s not a private foundation because 1t 1s: (For lines 1 through 12, check only one box.)

1

D

A church, convention of churches, or assoc1at1on of churches descnbed in section 170(b)(1)(A)(i).

2

DD

A school descnbed 1n section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).)

D7

3 A hospital or a cooperative hospital service organization descnbed 1n section 170(b)(1)(A)(iii).

4

D

A medical research organization operated 1n coniunct1on with a hospital descnbed 1n section 170(b)(1)(A)(iii). Enter the hospital's name,

sD

eD

7

[TI

city, and s t a t e ·

-An organization operated for the benefit of a college or university owned or operated by a governmental unit descnbed 1n

section 170(b)(1)(A)(iv). (Complete Part II)

A federal, state, or local government or governmental unit described 1n section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described 1n

section 170(b)(1)(A)(vi). (Complete Part II)

8

D

A community trust described 1n section 170(b)(1)(A)(vi). (Complete Part II)

9

D

An agricultural research organization descnbed in section 170(b)(1)(A)(ix) operated 1n conJunct1on with a land-grant college or university or a non-land-grant college of agnculture (see instructions). Enter the name, city, and state of the college or

u n i v e r s i t y :

-10

D

An organization that normally receives: (1) more than 33 1/3% of its support from contnbut1ons, membership fees, and gross receipts from act1v1t1es related torts exempt functions· subJect to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part Ill )

11

D

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

12

D

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organ1zat1ons described 1n section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box 1n lines 12a through 12d that descnbes the type of supporting organization and complete lines 12e, 12f, and 12g.

a

D

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by g1V1ng

the supported organ1zat1on(s) the power to regularly appoint or elect a maJority of the directors or trustees of the supporting organization You must complete Part IV, Sections A and B.

b

D

Type II. A supporting organization supervised or controlled 1n connection with its supported organizat1on(s), by having

control or management of the supporting organization vested in the same persons that control or manage the supported organizat1on(s) You must complete Part IV, Sections A and C.

CD

d

D

Type Ill fJ.lnctionally integrated. A supporting organization operated 1n connection with, and functionally integrated with,

its supported organizat1on(s) (see instructions) You must complete Part IV, Sections A, D, and E.

Type Ill non-functionally integrated. A supporting organization operated 1n connection with its supported organizat1on(s) that 1s not functionally integrated. The organization generally must satisfy a d1stnbut1on requirement and an attentiveness requirement (see instructions). You must complete Part IV, Section~ A and D, and Part V.

e

D

Check this box 1f the organization received a wntten determ1nat1on from the IRS that 1t 1s a Type I, Type II, Type Ill functionally integrated, or Type Ill non-functionally integrated supporting organization.

f Enter the number of supported organizations

a

Provide the followina 1nformat1on about the sunnorted oraanizat1on/s\

Total

(1) Name of supported (1i) EIN (iii) Type of orgamzat1on

organization (descnbed on lines 1·10

above (see 1nstruct1ons\\

11vJ 1s me organizauon 11s1eo 1n vour oovermno document?

Yes No

e

73-1554474 Pa e2

VI

(Complete only 1f you checked the box on line 5, 7, or 8 of Part I or 1f the organization failed to qualify under Part Ill. If the organization fails to qualify under the tests listed below, please complete Part Ill.)

Section A. Public Support

Calendar year (or fiscal year beginning in) .... a 2014 b 2015 C 2016 d 2017 e'201s Total

1 Gifts, grants, contnbut1ons, and membership fees received (Do not

include any "unusual grants.") 126,712,602. 89,836,606. _126, 348,796. 104,122,827. 155,620,999. 602,641,830.

2 Tax revenues levied for the organ-1zat1on's benefit and either paid to or expended on its behalf 3 The value of services or fac11it1es

furnished by a governmental unit to the organ1zat1on without charge 4 Total. Add lines 1 through 3 5 The portion of total contnbut1ons

by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)

6 Public SU ort. Subtract line 5 from line 4

Section B. Total Support

Calendar year (or fiscal year beginning in) .... Cal 2014 (bl 2015 (cl 2016 (d\ 2017 Cel 2018 Cfl Total

7 Amounts from hne 4 126,712,602. 89,836,606. 126,348,796. 104,122,827. 155,620,999. 602,641,830.

8 Gross income from interest, d1v1dends, payments received on

'

~securities loans, rents, royalties,

and income from similar sources 4,500,459. '4,071,594. 4,241,640. 6,368,387. .9,577,608. 28,759,688.

9 Net income from unrelated business

act1v1t1e::i, whether or not the

_.,

business 1s regularly earned on 134,038. 341. 17,673. 29,505. 11,084. 192,641.

10 Other income. Do not include gain

'•

or loss from the sale of capital

assets (Explain 1n Part VI.) 254,046. 297,290. 328,814. 84,097. -93,892. 870,355.

11 Total suppo~. Add Imes 7 through 10

~jef~~I~~ ~!1~~~~~

§~~~!

f t ~ l b ~

f"Jfill:(~~~:m:

632,464,514.

12 Gross receipts from related act1vrt1es, etc (see mstruct1ons)

_..

12

I

5,273,609.

13 First five years. If the Form 990 1s for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)

14 Public support percentage for2018 (Ima 6, column (f) d1v1ded by line 11, column (f)) 14 6 9 • 51

15 Public support percentage from 2017 S~hedule A, Part II, line 14 15 6 9 • 8 5

16a 33 1/3% support test - 2018. If the organization did not check the box on line 13, and line 14 1s 33 1 /3% or more, check this box and stop here. The organ1zat1on qualifies as a publicly supported organization

b 33 1/3% support test - 2017. If the organization did not check a box on line 13 or 16a, and line 15 1s 33 1/3% or more, check this box and stop here. The organ1zat1on qualifies as a publicly supported organ1zat1on

17a 10% -facts-and-circ~mstance:> test - 2018. If the organization did not check a box on line 13, 16a, or 16b, and hne 14 1s 10% or more, and 1f the organ1zat1on meets the "facts-and-c1rcumstances" test, check this box and stop here. Explain 1n Part VI how the organization

% %

meets the "facts-and-c1rcumstances" test The organization qualifies as a i:,ublicly supported organization ....

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b 10%-facts-and-circumstances test- 2017. If the organization did not check a box on line 13, 16a, 16b, or 17a, and hne 15 1s 10% or

more, and 1f the organ1zat1on meets the "facts-and-circumstances" test, check this box and stop here. Explain 1n Part VI how the

organization meets the "facts-and-c1rcumstances" test The organ1zat1on qualifies as a publicly supported organization ....

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18 Private foundation. If the organization did not check a box on line 13₁16a₁ 16b1 17a1 or 17b1 check this box and see instructions

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Schedule A (Form 990 or 990-EZ) 2018

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73-1554474

Pae 3

(Complete only 1f you checked the box on line 10 of Part I or 1f the organization failed to qualify under Part II. If the organization fails to guahfy under the tests listed below1 please complete Part II)

Section A. Public Support

Calendar year (or fiscal year beginning in)~ !al 2014 (bl 2015 !cl 2016 {dl 2017 !el 2018

m

Total / 1 Gifts, grants, contnbut1ons, and

/

membership fees received. (Do not include any "unusual grants ") 2 Gross receipts from adm1ss1ons,

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merchandise sold or services per-formed, or fac1ht1es furnished m any act1v1ty that 1s related to the

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organization's tax-exempt purpose

3 Gross receipts from act1v1t1es that

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are not an unrelated trade or bus-1ness under section 513

4 Tax revenues levied for the organ-

V

1zat1on's benefit and either paid to

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or expended on rts behalf

5 The value of services or fac1ht1es

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furnished by a governmental unit to the organization without charge

6 Total. Add lines 1 through 5

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7a Amounts included on Imes 1, 2, and

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3 received from d1squal1fied persons

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b Amounts included on lines 2 and 3 received

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from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year

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c Add lines 7a and 7b

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8 Public sunnort. 1Sublracl line 7c from lme 6 \

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Section B. Total Support

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Calendar year (or fiscal year beginning in)~ !al 2014 (b)2015/ !cl 2016 (dl 2017 !el 2018

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Total

9 Amounts from line 6

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...

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10a Gross income from interest,

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d1v1dends, payments received on secunt1es loans, rents, royalties, and income from s1m1lar sources

b Unrelated business taxable income

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(less section 511 taxes) from businesses

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acquired after June 30, 1975

c Add Imes 10a and 1 Ob

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11 Net income from unrelated business

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act1v1t1es not included 1n line 1 Ob, whether or not the business 1s regularly earned on

12 Other income. Do not include gain

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or loss from the sale of capital assets (Explain 1n Part VI )

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13 Total support. (Add lines 9, 10c, 11, and 1

14 First five years. If the Form 990k for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3) organ1zat1on, check this box and sto here/

15 Public support percentag for 2018 (line 8, column (f), d1v1ded by line 13, column (f))

16 Public su ort ercentlae from 2017 Schedule A P'art Ill line 15

15 16

% %

17 Investment 1ncom

1

percentage for 2018 01ne 10c, column (f), d1v1ded by line 13, column (f))1 l--'1-'-7-+---'o/c~o

18 Investment 1nc~e percentage from 2017 Schedule A, Part Ill, line 17 '----'-1"'"8_._ _ _ _ _ _ _ _ _ _ ---'o/c"'"o

19a 33 1/3% sup~ort tests - 2018. If the organization did not check the box on line 14, and line 15 1s more than 33 1/3%, and line 17 1s not

more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organ1zat1on

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b 33 1/3°/}support tests - 2017. If the organization did not check a box on line 14 or line 19a, and line 16 1s more than 33 1/3%, and

line 181_{is not more than 331/3%, check this box and stop here. The organ1zat1on qualifies as a publicly supported organization}

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20 Privft'e foundation. If the organization did not check a box on line 14₁ 19a₁ or 19b₁ check this box and see instructions

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S32o23~10-11-1s Schedule A (Form 990 or 990-EZ} 2018