2025-06-30T12:39:06-05:00 2024-12-31 731051839 MYSOCK CHEVAILLIER & BIRDSONG LLP 2021 SOUTH LEWIS SUITE 700 TULSA OK 74104 990 2024-01-01 872158877 TULSA FIDUCIARY FUND TULS 9185826864 1616 EAST 15TH STREET TULSA OK 74120 AIMEE BOYER EXECUTIVE DIRECTOR 9185826864 2025-06-30 1 1 X JARED NEEDHAM P02047266 9187476099 2024 2025-03-06 01:10:19Z X AIMEE BOYER 1616 EAST 15TH STREET TULSA OK 74120 1423726 0 X TULSAFIDUCIARYFUND.ORG X 2021 OK PROVIDE VARIOUS FUND TYPES TO MEET TULSA AND NORTHEASTERN OKLAHOMA PHILANTHROPIC NEEDS. 9 7 0 0 0 0 102478 615652 3014 3824 23960 56565 0 0 129452 676041 91988 160725 0 0 0 0 0 0 0 72259 13328 164247 174053 -34795 501988 616030 1169270 0 0 616030 1169270 TULSA FIDUCIARY FUND IS COMMITTED TO STRENGTHENING THE TULSA COMMUNITY AND NORTHEASTERN OKLAHOMA REGION BY MAKING GRANTS TO OTHER 501(C)(3) ORGANIZATIONS THAT ARE FOCUSED ON IMPROVING AND REVITALIZING THE COMMUNITY AND PROMOTING THE WELL-BEING OF ITS CITIZENS. 0 0 165812 160725 3824 FUNDED QUALIFIED CHARITABLE ORGANIZATIONS THAT ALIGN WITH TULSA FIDUCIARY FUND'S MISSION. 165812 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 OK X X AIMEE BOYER 9185826864 1616 EAST 15TH STREET TULSA OK 74120 X DAVID POARCH CHAIRMAN 1.00 X 0 0 0 R BRETT KRAMER SECRETARY 1.00 X 0 0 0 CLIFTON TAULBERT BOARD DIRECTOR 1.00 X 0 0 0 SANFORD CARDIN BOARD DIRECTOR 1.00 X 0 0 0 DR JAMES CASH BOARD DIRECTOR 1.00 X 0 0 0 LYNN CONARD BOARD DIRECTOR 1.00 X 0 0 0 SARAH JANE GILLETT BOARD DIRECTOR 1.00 X 0 0 0 TANYA TIPPECONNIC SHAW BOARD DIRECTOR 1.00 X 0 0 0 ANDY WOLOV BOARD DIRECTOR 1.00 X 0 0 0 AIMEE BOYER EXECUTIVE DIRECTOR 5.00 X 0 0 0 0 0 0 0 0 0 0 0 615652 605003 615652 ADMINISTRATIVE FEE 523940 3824 3824 3824 24748 24748 779502 747685 31817 31817 31817 676041 3824 0 56565 160725 160725 4918 4918 1263 1263 3824 3824 2687 2687 SUBSCRIPTION 568 568 FILING & REGISTRATION 68 68 174053 165812 8241 0 3479 7096 612551 1162174 616030 1169270 0 0 X 586491 999036 29539 170234 616030 1169270 616030 1169270 501988 51252 0 X 0 0 0 X 626709 102478 492825 1222012 626709 102478 492825 1222012 755756 466256 11271 13336 24748 49355 1271367 6838 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14 1 490325 2500 160725 991941 4932 1 1 0 29539 122827 13379 443 165302 1.00000 0 0 0 PART V, LINE 4: THE DONOR-RESTRICTED ENDOWMENT FUND IS INTENDED TO SUPPORT A SCHOLARHSIP FUND AT THE UNIVERSITY OF CENTRAL OKLAHOMA. 1 TULSA AREA UNITED WAY 1430 S BOULDER AVENUE TULSA OK 74119 730580283 170(B)(1)(A) 5000 0 GENERAL OPERATIONS UNIVERSITY OF NEBRASKA FOUNDATION 1010 LINCOLN MALL SUITE 300 LINCOLN NE 68508 470379839 170(B)(1)(A) 10000 0 GENERAL OPERATIONS CASCIA HALL PREPARATORY SCHOOL 2520 S YORKTOWN AVENUE TULSA OK 74114 731328398 170(B)(1)(A) 5000 0 GENERAL OPERATIONS FRIENDSHIP BAPTIST CHURCH OWASSO 14100 EAST 86TH STREET NORTH OWASSO OK 74055 731404532 170(B)(1)(A) 7200 0 GENERAL OPERATIONS WINGS SPECIAL NEEDS COMMUNITY INC 13700 N EASTERN AVENUE EDMOND OK 73013 201141382 170(B)(1)(A) 12000 0 GENERAL OPERATIONS PARISH OF CHRIST THE KING 1520 SOUTH ROCKFORD TULSA OK 74120 730596574 170(B)(1)(A) 100000 0 GENERAL OPERATIONS AUGUSTINE INSTITUTEINC 6160 S SYRACUSE WAY SUITE 310 GREENWOOD VILLAGE CO 80111 202349108 170(B)(1)(A) 5000 0 GENERAL OPERATIONS 7 PART I, LINE 2: TULSA 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. PINNACLE INVESTMENT ADVISORS SEE PART V 1263 SEE PART V 0 SCHEDULE L, PART IV: BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS PINNACLE 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. X 11 605003 FMV - STOCK EXCHANGE 0 0 0 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.