2024-06-18T12:22:11-05:00 2023-12-31 731051839 MYSOCK CHEVAILLIER & BIRDSONG LLP 2021 SOUTH LEWIS SUITE 700 TULSA OK 74104 990 2023-01-01 872158877 TULSA FIDUCIARY FUND TULS 9185826864 233 SOUTH DETROIT 100 TULSA OK 74120 DAVID POARCH CHAIRPERSON 9185826864 2024-06-18 1 DAVID POARCH 999009999 0 X JARED NEEDHAM P02047266 9187476099 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z DAVID POARCH 233 SOUTH DETROIT 100 TULSA OK 74120 457382 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 626709 102478 791 3014 17971 23960 0 0 645471 129452 32700 91988 0 0 0 0 0 0 0 9959 72259 42659 164247 602812 -34795 570778 616030 0 0 570778 616030 X 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. 1 0 153572 91988 3014 FUNDED QUALIFIED CHARITABLE ORGANIZATIONS THAT ALIGN WITH TULSA FIDUCIARY FUND'S MISSION. 153572 1 1 0 0 0 1 0 0 0 0 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 0 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 DAVID POARCH 9185826864 233 SOUTH DETROIT SUITE 100 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 102478 40211 102478 ADMINISTRATIVE FEE 523940 3014 3014 3014 13336 13336 338554 327930 10624 10624 10624 129452 3014 0 23960 X 91988 91988 1332 1332 7968 7968 870 870 60714 60714 240 240 900 900 SUBSCRIPTION 168 168 FILING & REGISTRATION 67 67 164247 153572 10675 0 7152 3479 24977 0 538649 612551 570778 616030 0 0 X 545941 586491 24837 29539 570778 616030 570778 616030 -34795 78038 2009 0 X 0 0 0 X 626709 102478 729187 626709 102478 729187 493152 236035 11271 13336 24607 753794 3014 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12 2 41450 61028 91988 583100 32930 1 1 0 0 1 ROMAN CATHOLIC DIOCESE OF TULSA 12300 E 91ST STREET SOUTH BROKEN ARROW OK 74012 730942657 170(B)(1)(A) 6388 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) 50000 0 GENERAL OPERATIONS 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 RECEIPIENT TO SUBMIT REPORTS OUTLINING HOW THE FUNDS WERE USED. PINNACLE INVESTMENT ADVISORS SEE PART V 870 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 $869.54 AS AN INDEPENDENT CONTRACTOR FOR INVESTMENT MANAGEMENT SERVICES. PINNACLE INVESTMENT ADVISORS' FEES FOR THESE SERVICES WERE CHARGED AT OR BELOW MARKET RATES. X 3 40211 FAIR MARKET VALUE 0 0 0 FORM 990, PART III, LINE 2 TULSA FIDUCIARY FUND BEGAN SERVING AS A FISCAL SPONSOR FOR LOCAL CHARITABLE PROJECTS IN THE TULSA COMMUNITY AND NORTHEASTERN OKLAHOMA REGION. 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 THE ORGANIZATION MAKES THE APPLICABLE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G FISCAL SPONSOR FEES - PUBLIC ART PROJECT: PROGRAM SERVICE EXPENSES 57,700. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,700. ADMINISTRATIVE FEE: PROGRAM SERVICE EXPENSES 3,014. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,014.