2025-11-17T18:58:09-06:00 2024-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990 2024-01-01 201687722 HALE FAMILY FOUNDATION HALE 9187128487 5030 E 101ST STREET SUITE B TULSA OK 74137 JOHN HALE DIRECTOR 9187128487 2025-11-14 1 1 MEGAN COURTNEY P01571790 9187452333 2025-11-14 2024 2025-03-06 01:10:19Z JOHN HALE 5030 E 101ST STREET SUITE B TULSA OK 74137 3289338 0 X N/A X 2004 OK THIS CORPORATION IS ORGANIZED FOR THE SPECIFIC AND PRIMARY PURPOSE OF BENEFITTING, PERFORMING THE FUNCTIONS OF, OR CARRYING OUT THE PURPOSES OF THAT CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS, INCLUDING TULSA COMMUNITY FOUNDATION THAT ARE DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE AND THAT ENGAGE IN CHARITABLE ACTIVITIES WHICH ARE CONSISTENT WITH THE CHARITABLE PURPOSES OF TULSA COMMUNITY FOUNDATION. 5 4 0 5 365020 107142 0 0 0 0 0 0 1361728 3289338 1361728 3289338 861646 969092 0 0 0 0 0 0 0 37943 53236 899589 1022328 462139 2267010 20904118 23277690 898632 1005194 20005486 22272496 X THIS CORPORATION IS ORGANIZED FOR THE SPECIFIC AND PRIMARY PURPOSE OF BENEFITTING, PERFORMING THE FUNCTIONS OF, OR CARRYING OUT THE PURPOSES OF THAT CLASS OF PUBLICLY SUPPORTED ORGANIZATIONS, INCLUDING TULSA COMMUNITY FOUNDATION THAT ARE DESCRIBED IN SECTIONS 501(C)(3) AND 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE AND THAT ENGAGE IN CHARITABLE ACTIVITIES WHICH ARE CONSISTENT WITH THE CHARITABLE PURPOSES OF TULSA COMMUNITY FOUNDATION. 0 0 1005189 969092 THE HALE FAMILY FOUNDATION IS A TYPE 1 SUPPORTING ORGANIZATION FOR THE TULSA COMMUNITY FOUNDATION (TCF)(A 501(C)(3) EXEMPT ORGANIZATION). ITS ACTIVITIES ARE TO MAKE DISTRIBUTIONS TO TCF FOR FURTHER DISTRIBUTION BY TCF TO OTHER CHARITABLE ORGANIZATIONS. 1005189 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 OK X TODD PALS 9188084025 6100 S YALE AVE STE 900 TULSA OK 74136 PHIL LAKIN JR CHIEF EXECUTIVE OFFICER 1.00 55.00 X 0 642204 82930 KEVIN REDWINE TCF CL DIRECTOR 1.00 X 0 0 0 DAVID RAY TCF CL DIRECTOR 1.00 X 0 0 0 JOHN HALE DONOR CL DIRECTOR 1.00 X 0 0 0 DEBORAH HALE DONOR CL DIRECTOR 1.00 X 0 0 0 0 642204 82930 0 0 1 0 0 HALE CHARITABLE LP 531120 3289338 365020 2924318 3289338 3289338 0 365020 2924318 969092 969092 4000 4000 TULSA COMMUNITY FDT ADM 36097 36097 TAXES 13139 13139 1022328 1005189 17139 0 313 10194 1630 20896505 23258566 7300 7300 20904118 23277690 898632 1005194 898632 1005194 X 0 0 0 0 20005486 22272496 20005486 22272496 20904118 23277690 2267010 0 X 0 0 0 X X 1 TULSA COMMUNITY FDN 731554474 7 1 1005195 0 1 1005195 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 HALE CHARITABLE LP 98% 23258566 C 23258566 1 TULSA COMMUNITY FOUNDATION 7030 SOUTH YALE AVENUE SUITE 600 TULSA OK 74136 731554474 501(C)(3) 969092 0 TO DISTRIBUTE FUNDS TO TCF FOR FURTHER DISTRIBUTION BY TCF TO OTHER CHARITABLE ORGANIZATIONS. 1 0 0 0 0 0 0 0 0 0 PHIL LAKIN JR CHIEF EXECUTIVE OFFICER 0 536867 0 70000 0 35337 0 56967 0 25963 0 725134 0 0 SCHEDULE J, PART I, LINE 3 HALE FAMILY FOUNDATION'S SUPPORTED ORGANIZATION, TULSA COMMUNITY FOUNDATION (TCF), USED THE FOLLOWING TO ESTABLISH THE COMPENSATION OF TCF'S EXECUTIVE DIRECTOR, PHILLIP LAKIN, JR: COMPENSATION COMMITTEE; FORM 990 OF OTHER ORGANIZATIONS; COMPENSATION SURVEY STUDY; APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 7A TULSA COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION, MUST, BY AGREEMENT, SELECT AND APPOINT MORE THAN 50% OF THE BOARD MEMBERS, WHICH MAY NOT OTHERWISE BE DISQUALIFIED. FORM 990, PART VI, SECTION A, LINE 7B BY AGREEMENT, HALE FAMILY FOUNDATION MUST GIVE AT LEAST TWO WEEKS NOTICE TO TULSA COMMUNITY FOUNDATION BOARD OF TRUSTEES OF ITS INTENT TO EXECUTE MAJOR DECISIONS, WHICH ARE ACTIONS INCLUDING, BUT NOT LIMITED TO, MERGERS, ACQUISITIONS, DISSOLUTIONS, AND THE LIKE. NO MAJOR DECISIONS MAY BE EXECUTED UNTIL AT LEAST TWO WEEKS AFTER THIS NOTICE IS GIVEN. FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE A COMMITTEE THAT CAN ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B TAX RETURNS ARE MADE AVAILABLE TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY. WHERE CONFLICTS ARISE, DIRECTORS RELATED TO THE TRANSACTION ABSTAIN FROM VOTING ON THESE MATTERS, ACCORDING TO THE POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THE ORGANIZATION'S 990 MAY ALSO BE VIEWED AT WWW.GUIDESTAR.ORG TULSA COMMUNITY FOUNDATION 7030 S YALE SUITE 600 TULSA OK 74136 731554474 COMMUNITY SERVICE & SUPPORT OK 501(C)(3) LINE 7 0 HALE CHARITABLE LP 5030 E 101ST STREET SUITE B TULSA OK 74137 201425807 INVESTMENTS OK INVESTMENT 3289338 22942356 0 863443 0 0.98000 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 HALE CHARITABLE LP S 927276 CASH TULSA COMMUNITY FOUNDATION B 969092 CASH TULSA COMMUNITY FOUNDATION P 36103 CASH