THE FOUNDATION, WHICH WAS FORMED BY ME IN 2006 WITH ASSETS OF 250, WAS INTENDED TO BE FUNDED UPON MY DEATH AS PART OF MY THEN ESTATE PLAN. I HAVE NOW CHANGED MY ESTATE PLAN AND THE FOUNDATION WILL NO LONGER RECEIVE ANY FUNDING UPON MY DEATH. SINCE INCEPTION, THE FOUNDATION HAS NEVER BEEN ACTIVE IN ANY WAY EXCEPT FOR THE TIMELY FILING OF ANNUAL TAX RETURNS THAT SHOWED NO ACTIVITY OR CHANGE OF ASSETS OR LIABILITIES. THE FOUNDATION ACCORDINGLY HAS NO CURRENT OUTSTANDING FINANCIAL OBLIGATIONS AND OWNS ASSETS OF ONLY ITS ORIGINAL 250, WHICH THE FOUNDATION INTENDS TO TRANSFER TO A DONOR ADVISED FUND, AS AFORESAID. THE FOUNDATION BELIEVES IT CAN PROVIDE MORE TO THE OKLAHOMA COMMUNITY BY TRANSFERRING ALL OF ITS SAID ASSETS (250) TO A DONOR ADVISED FUND INSTEAD OF CONTINUING AS A PRIVATE FOUNDATION THAT NO LONGER SERVES ITS INTENDED PURPOSE.
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2022 data appears limited (dashed line) because the IRS transitioned its e-filing system that year and only published 2 months of XML archives.