Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2016
Open to Public Inspection
For calendar year 2016, or tax year beginning 01-01-2016 , and ending 12-31-2016
Name of foundation
A R and Marylouise Tandy Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)P O Box 3627
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Tulsa, OK741013627
A Employer identification number

73-1254985
B Telephone number (see instructions)

(918) 744-0553
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$48,953,358
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,114,510    
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,983,867
b Gross sales price for all assets on line 6a 19,713,338
7 Capital gain net income (from Part IV, line 2)... 6,983,867
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 1,580 1,580 0
12 Total. Add lines 1 through 11........ 8,099,957 6,985,447 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 197,414 197,414 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 12,405 12,405 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 43,112 13,112 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 252,931 222,931 0 0
25 Contributions, gifts, grants paid....... 12,047,703 12,047,703
26 Total expenses and disbursements. Add lines 24 and 25 12,300,634 222,931 0 12,047,703
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,200,677
b Net investment income (if negative, enter -0-) 6,762,516
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2016)
Page 2
Form 990-PF (2016)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 50,000    
2 Savings and temporary cash investments......... 1,115,065 4,192,794 4,192,794
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,353,854 Click to see attachment1,110,281 1,106,431
b Investments—corporate stock (attach schedule)....... 21,969,185 Click to see attachment17,082,051 27,813,105
c Investments—corporate bonds (attach schedule)....... 18,008,288 Click to see attachment16,158,973 15,616,310
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 474,069 Click to see attachment224,596 224,718
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,970,461 38,768,695 48,953,358
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 59,188,680 59,188,680
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -16,218,219 -20,419,985
30 Total net assets or fund balances (see instructions)..... 42,970,461 38,768,695
31 Total liabilities and net assets/fund balances (see instructions). 42,970,461 38,768,695
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
42,970,461
2
Enter amount from Part I, line 27a .....................
2
-4,200,677
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
38,769,784
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,089
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
38,768,695
Form 990-PF (2016)
Page 3
Form 990-PF (2016)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Abbott Laboratories P 1988-10-05 2016-08-24
b Abbott Laboratories P 2008-03-28 2016-08-24
c Abbott Laboratories P 1995-07-19 2016-08-24
d Abbott Laboratories P 1995-09-11 2016-08-24
e Accenture PLC Ireland SHS Class A P 2009-05-26 2016-09-14
Accenture PLC Ireland SHS Class A P 2009-04-28 2016-10-06
Accenture PLC Ireland SHS Class A P 2007-09-27 2016-09-14
Accenture PLC Ireland SHS Class A P 2009-05-11 2016-10-06
Advansix Inc P 2016-08-24 2016-10-11
American Beacon Small Cap Value Fund P 2010-06-11 2016-09-14
American Beacon Small Cap Value Fund P 2014-12-22 2016-09-14
American Beacon Small Cap Value Fund P 2015-12-22 2016-09-14
American Beacon Small Cap Value Fund P 2010-07-12 2016-09-14
Apache Corp P 2008-03-28 2016-05-12
Apple Computer P 2011-12-06 2016-09-14
Apple Computer P 2011-12-06 2016-10-06
Apple Computer P 2011-07-07 2016-10-06
Celgene Corp P 2010-02-09 2016-10-06
ChevronTexaco P 2008-03-28 2016-10-06
Chubb P 2009-07-23 2016-01-19
Chubb LTD P 2016-01-15 2016-10-06
Chubb LTD P 2016-01-15 2016-01-25
CVS Corp P 2009-04-28 2016-10-06
CVS Corp P 2009-07-06 2016-10-06
CVS Corp P 2009-07-06 2016-10-06
Danaher Corp P 2011-05-13 2016-09-14
Dell Inc P 2011-03-29 2016-04-01
Dodge & Cox International Stock P 2009-07-15 2016-10-06
Dodge & Cox International Stock P 2009-09-15 2016-10-06
Dodge & Cox International Stock P 2009-10-07 2016-09-14
Dodge & Cox International Stock P 2009-12-21 2016-09-14
Dodge & Cox International Stock P 2014-12-19 2016-09-14
Dodge & Cox International Stock P 2009-09-15 2016-09-14
Dodge & Cox International Stock P 2009-08-19 2016-10-06
Dodge & Cox International Stock P 2011-12-20 2016-10-06
Dodge & Cox International Stock P 2009-06-09 2016-10-06
Express Scripts Hldg P 2008-03-28 2016-10-06
Fortive Corp P 2011-05-13 2016-08-04
Fortive Corp P 2010-12-20 2016-08-04
General Electric P 2008-03-28 2016-10-06
General Electric P 2008-03-28 2016-09-14
Harbor International Fund P 2011-12-16 2016-10-06
Harbor International Fund P 2009-07-15 2016-10-06
Harbor International Fund P 2009-09-15 2016-10-06
Harbor International Fund P 2009-10-07 2016-10-06
Harbor International Fund P 2009-08-19 2016-10-06
Harbor International Fund P 2009-06-09 2016-10-06
Harbor International Fund P 2009-09-15 2016-09-14
Harbor International Fund P 2014-12-18 2016-09-14
Harbor International Fund P 2011-09-06 2016-09-14
Harbor International Fund P 2009-12-18 2016-09-14
Intel P 2008-03-28 2016-08-24
Intel P 2013-10-17 2016-08-24
Intel P 2009-06-24 2016-08-24
ITT Inc P 2008-03-28 2016-08-24
ITT Inc P 2012-03-16 2016-08-24
ITT Inc P 2010-04-15 2016-08-24
ITT Inc P 2010-04-15 2016-08-24
ITT Inc P 2009-06-24 2016-08-24
ITT Inc P 2011-12-06 2016-08-24
Materials Select Sector SPDRF P 2015-04-20 2016-10-06
Medtronic PLC P 2015-01-27 2016-09-14
Nike Class B P 2009-07-06 2016-10-06
Nike Class B P 2009-07-06 2016-08-24
Nike Class B P 2009-07-06 2016-08-24
Nike Class B P 2009-05-12 2016-10-06
Noble Energy P 2008-03-28 2016-10-06
Noble Energy P 2010-09-01 2016-10-06
PepsiCo P 2008-03-28 2016-10-06
Pimco FDS Total Return Fund P 2014-06-15 2016-11-10
Pimco FDS Total Return Fund P 2014-06-15 2016-10-06
PPL P 2011-09-06 2016-08-24
PPL P 2012-02-24 2016-08-24
PPL P 2015-04-20 2016-08-24
Schlumberger P 2012-02-24 2016-10-06
Templeton Global Bond Advisor P 2014-06-15 2016-08-24
Templeton Global Bond Advisor P 2014-06-15 2016-09-14
Thermo Electron P 2008-03-28 2016-10-06
Thermo Electron P 2009-05-11 2016-10-06
Toyota Motor Credit P 2011-01-06 2016-01-11
United Technologies Corporation P 2009-07-06 2016-10-06
United Technologies Corporation P 2009-05-11 2016-10-06
United Technologies Corporation P 2008-03-28 2016-10-06
United Technologies Corporation P 2009-07-06 2016-10-06
Vanguard Admiral Intl Growth P 2009-12-16 2016-09-15
Vanguard Admiral Intl Growth P 2012-02-28 2016-09-15
Vanguard Admiral Intl Growth P 2009-10-07 2016-10-06
Vanguard Admiral Intl Growth P 2009-11-12 2016-09-15
Vanguard Admiral Intl Growth P 2009-08-19 2016-10-06
Vanguard Admiral Intl Growth P 2014-12-22 2016-09-15
Vanguard Admiral Intl Growth P 2009-08-06 2016-10-06
Vanguard Admiral Intl Growth P 2009-09-15 2016-10-06
Vanguard Admiral Intl Growth P 2011-12-16 2016-10-06
Vanguard Admiral Intl Growth P 2009-10-07 2016-09-15
Vanguard SmCap Stock Index - Admiral P 2009-07-21 2016-10-06
Vanguard SmCap Stock Index - Admiral P 2014-12-19 2016-10-06
Vanguard SmCap Stock Index - Admiral P 2009-06-25 2016-10-06
Vanguard SmCap Stock Index - Admiral P 2009-06-17 2016-10-06
Vanguard SmCap Stock Index - Admiral P 2015-09-24 2016-10-06
Vanguard SmCap Stock Index - Admiral P 2014-03-24 2016-10-06
Vanguard SmCap Stock Index - Admiral P 2013-12-23 2016-10-06
Vanguard SmCap Stock Index - Admiral P 2015-03-24 2016-10-06
Visa Inc Cl A P 2009-09-09 2016-09-14
Visa Inc Cl A P 2009-09-09 2016-10-06
FED NATL MTG ASSN 2.2% P 2014-06-15 2016-09-15
GOLDMAN SACHS CD 2.0% P 2014-06-15 2016-09-28
GOLDMAN SACHS FIN SQ TREAS P 2014-06-15 2016-06-15
Capital Gains Dividends P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 35,182   2,154 33,028
b 835,566   427,871 407,695
c 35,182   7,158 28,024
d 8,795   1,820 6,975
e 328,082   92,541 235,541
235,546   57,599 177,947
109,361   38,596 70,765
117,773   29,583 88,190
2,501   2,489 12
354,685   245,144 109,541
151,254   156,089 -4,835
52,990   49,448 3,542
377,350   250,000 127,350
554,327   657,263 -102,936
167,132   83,625 83,507
68,168   33,450 34,718
113,614   50,958 62,656
208,164   55,496 152,668
306,453   203,955 102,498
1,505,553   544,051 961,502
242,840   220,161 22,679
4   4 0
147,574   52,972 94,602
178,863   62,480 116,383
26,042   9,372 16,670
76,130   40,966 35,164
200,000   199,798 202
149,211   100,000 49,211
16,979   13,678 3,301
67,326   56,301 11,025
28,021   23,217 4,804
50,370   56,603 -6,233
104,283   86,322 17,961
135,122   100,000 35,122
55,703   41,554 14,149
142,985   95,569 47,416
210,139   66,600 143,539
49,803   26,681 23,122
199,214   91,776 107,438
293,108   106,575 186,533
296,532   106,575 189,957
55,202   45,120 10,082
27,610   19,520 8,090
30,961   26,205 4,756
118,260   100,000 18,260
128,750   100,000 28,750
139,218   100,000 39,218
86,652   73,795 12,857
48,731   52,062 -3,331
89,264   77,497 11,767
25,353   22,011 3,342
728,247   313,088 415,159
305,020   206,780 98,240
105,543   48,900 56,643
150,076   63,089 86,987
142,930   92,464 50,466
8,933   5,311 3,622
17,866   10,622 7,244
17,866   8,413 9,453
357,324   199,800 157,524
144,880   153,281 -8,401
131,830   116,026 15,804
72,956   18,298 54,658
12,017   2,614 9,403
288,410   62,735 225,675
114,645   27,984 86,661
108,001   78,908 29,093
72,001   71,339 662
369,067   182,980 186,087
123,564   141,256 -17,692
500,000   561,872 -61,872
350,287   264,282 86,005
140,115   107,030 33,085
175,144   156,535 18,609
161,996   160,918 1,078
500,000   607,078 -107,078
500,000   595,698 -95,698
236,448   54,525 181,923
78,816   18,320 60,496
250,000   249,653 347
20,295   10,122 10,173
50,738   26,165 24,573
20,295   8,782 11,513
202,951   101,220 101,731
39,811   29,690 10,121
1,097   912 185
124,395   89,265 35,130
132,260   100,000 32,260
136,849   91,618 45,231
62,179   60,111 2,068
297,105   200,000 97,105
139,886   100,000 39,886
51,766   35,651 16,115
14,654   10,735 3,919
245,830   95,807 150,023
31,366   29,954 1,412
267,591   100,000 167,591
149,894   55,845 94,049
19,264   17,565 1,699
201   187 14
34,911   31,360 3,551
944   954 -10
407,169   87,980 319,189
415,000   87,980 327,020
250,000   250,000 0
250,000   250,000 0
1,115,065   1,115,065 0
79,912     79,912
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       33,028
b       407,695
c       28,024
d       6,975
e       235,541
      177,947
      70,765
      88,190
      12
      109,541
      -4,835
      3,542
      127,350
      -102,936
      83,507
      34,718
      62,656
      152,668
      102,498
      961,502
      22,679
      0
      94,602
      116,383
      16,670
      35,164
      202
      49,211
      3,301
      11,025
      4,804
      -6,233
      17,961
      35,122
      14,149
      47,416
      143,539
      23,122
      107,438
      186,533
      189,957
      10,082
      8,090
      4,756
      18,260
      28,750
      39,218
      12,857
      -3,331
      11,767
      3,342
      415,159
      98,240
      56,643
      86,987
      50,466
      3,622
      7,244
      9,453
      157,524
      -8,401
      15,804
      54,658
      9,403
      225,675
      86,661
      29,093
      662
      186,087
      -17,692
      -61,872
      86,005
      33,085
      18,609
      1,078
      -107,078
      -95,698
      181,923
      60,496
      347
      10,173
      24,573
      11,513
      101,731
      10,121
      185
      35,130
      32,260
      45,231
      2,068
      97,105
      39,886
      16,115
      3,919
      150,023
      1,412
      167,591
      94,049
      1,699
      14
      3,551
      -10
      319,189
      327,020
      0
      0
      0
      79,912
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 6,983,867
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2015 13,823,372 60,985,538 0.226666
2014 4,891,000 69,331,340 0.070545
2013 6,214,250 68,732,239 0.090412
2012 6,124,500 64,964,851 0.094274
2011 8,686,358 57,432,748 0.151244
2
Total of line 1, column (d) .....................
20.633141
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years ......
30.126628
4
Enter the net value of noncharitable-use assets for 2016 from Part X, line 5......
455,256,838
5
Multiply line 4 by line 3......................
56,997,063
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
667,625
7
Add lines 5 and 6........................
77,064,688
8
Enter qualifying distributions from Part XII, line 4,.............
812,047,703
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2016)
Page 4
Form 990-PF (2016)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 67,625
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 67,625
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 67,625
6 Credits/Payments:
a 2016 estimated tax payments and 2015 overpayment credited to 2016 6a 58,372
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 98,372
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 430
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 30,317
11 Enter the amount of line 10 to be: Credited to 2017 estimated taxBullet30,317 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2016 or the taxable year beginning in 2016 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2016)
    Page 5
    Form 990-PF (2016)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletPreston Smith CPA Telephone no.bullet (918) 250-1040

    Located atbullet8118 East 63rd StTulsaOK ZIP+4bullet74133
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
    0
    16 At any time during calendar year 2016, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2016?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2016, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2016?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2016 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2016.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2016?
    4b
     
    No
    Form 990-PF (2016)
    Page 6
    Form 990-PF (2016)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2016)
    Page 7
    Form 990-PF (2016)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    The Trust Company of Oklahoma Trustee
    5.00
    197,414 0 0
    6120 South Yale Ave
    Tulsa,OK74136
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 The A.R. and Marylouise Tandy Foundation is a private,non-operating foundation. It accomplishes its charitablepurposes solely through a program of making charitablegifts and grants and does not conduct any direct charitableactivities or make program-related investments. Alladministrative expenses were incurred in the administrationof investments, and therefore, no expenses have been allocated to grant-making activities. 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2016)
    Page 8
    Form 990-PF (2016)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    52,375,939
    b
    Average of monthly cash balances.......................
    1b
    3,698,261
    c
    Fair market value of all other assets (see instructions)................
    1c
    24,113
    d
    Total (add lines 1a, b, and c).........................
    1d
    56,098,313
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    56,098,313
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    841,475
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    55,256,838
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,762,842
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    2,762,842
    2a
    Tax on investment income for 2016 from Part VI, line 5......
    2a
    67,625
    b
    Income tax for 2016. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    67,625
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,695,217
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,695,217
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,695,217
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    12,047,703
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    12,047,703
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    67,625
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    11,980,078
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2016)
    Page 9
    Form 990-PF (2016)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2015
    (c)
    2015
    (d)
    2016
    1 Distributable amount for 2016 from Part XI, line 7 2,695,217
    2 Undistributed income, if any, as of the end of 2016:
    a Enter amount for 2015 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2016:
    a From 2011...... 5,864,501
    b From 2012...... 2,964,249
    c From 2013...... 2,899,457
    d From 2014...... 1,503,645
    e From 2015...... 10,877,351
    fTotal of lines 3a through e........ 24,109,203
    4Qualifying distributions for 2016 from Part
    XII, line 4: bullet$ 12,047,703
    a Applied to 2015, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2016 distributable amount..... 2,695,217
    e Remaining amount distributed out of corpus 9,352,486
    5 Excess distributions carryover applied to 2016. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 33,461,689
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2015. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2017 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2011 not
    applied on line 5 or line 7 (see instructions) ...
    5,864,501
    9Excess distributions carryover to 2017.
    Subtract lines 7 and 8 from line 6a ......
    27,597,188
    10 Analysis of line 9:
    a Excess from 2012.... 2,964,249
    b Excess from 2013.... 2,899,457
    c Excess from 2014.... 1,503,645
    d Excess from 2015.... 10,877,351
    e Excess from 2016.... 9,352,486
    Form 990-PF (2016)
    Page 10
    Form 990-PF (2016)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2016, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2016 (b) 2015 (c) 2014 (d) 2013
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    J Michael Bartel Senior Vice Presid
    6120 South Yale Ave Suite 1900
    Tulsa,OK74136
    (918) 744-0553
    bThe form in which applications should be submitted and information and materials they should include:
    The A. R. and Marylouise Tandy Foundation supports artistic, educational, charitable, religious and other non-profit entities which are not private foundations. The Foundation does not make grants to individuals. The Foundation primarily supports entities in the Oklahoma and Maine and principally those entities in Tulsa, Oklahoma and Boothbay Harbor, Maine regions. The Advisory Committee determines the amount of distributions to be made by the Foundation and the entities which are to receive distributions. Meetings of the Advisory Committee are held on a quarterly basis, normally around the first weeks of February, May, August and November. All requests for contributions should be submitted by the first day of January, April, July and October. Requests for contributions must be in writing. No prescribed form is required but the information should include the IRS Exemption Letter of the organization and a description of the project for which the contribution is requested. The Advisory C
    cAny submission deadlines:
    See Above
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Telephone requests are not accepted.
    Form 990-PF (2016)
    Page 11
    Form 990-PF (2016)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Alzheimer's Association
    6465 S Yale Suite 312
    Tulsa,OK74136
    None Public Annual Fund 6,600
    American Cancer Society
    P O Box 22718
    Oklahoma City,OK73123
    None Public General Fund 3,300
    American Red Cross
    16 Community Way
    Topsham,ME04086
    None Public General Fund 6,300
    American Red Cross
    10151 E 11th Street
    Tulsa,OK74128
    None Public General fund 3,300
    Assistance League of Tulsa
    3408 East 11th Street
    Tulsa,OK74112
    None Public Capital Campaign 500,000
    Bigelow Laboratory for Ocean Scienc
    60 Bigelow Drive
    East Boothbay,ME04544
    None Public Comprehensive Campaign 100,000
    Boothbay Harbor Congregational Chur
    125 Townsend Avenue
    Boothbay harbor,ME04538
    None Public General Fund 1,650
    Boothbay Region Ambulance
    PO Box 280
    Boothbay,ME04537
    None Public General Fund 1,650
    Boothbay Region Land Trust
    137 Townsend Avenue
    Boothbay Harbor,ME04538
    None Pvt Op Conservation of natural & historic resources 2,100
    Boothbay Region Student Aid Fund
    P O Box 293
    Boothbay Harbor,ME04538
    None Public SCHOLARSHIP 1,100
    Boothbay Region YMCA
    261 Townsend Avenue
    Boothbay Harbor,ME04538
    None Public Annual Fund 655,000
    Boothbay Regional High School
    236 Townsend Ave
    Boothbay Harbor,ME04538
    None Public General Fund 3,150
    Center for Maine Contemporary Art
    PO Box 147
    Rockport,ME04856
    None Public Advancement of art education 3,150
    Coastal Maine Botanical Garden
    PO Box 234
    Boothbay,ME04537
    None Pvt Op Annual Fund 2,750
    Connecticut College
    270 Mohegan Avenue
    New London,CT06320
    None Public Annual Fund 5,500
    Drexel Academy
    1 West 36th Street N 3
    Tulsa,OK74106
    None Private Annual Fund 150,000
    DVIS
    4300 S Harvard Ave
    Tulsa,OK74135
    None Public Capital Campaign 50,000
    Emergency Infant Services
    222 S Houston Ave
    Tulsa,OK74127
    None Public General Fund 3,150
    Farnsworth Museum of Art
    16 Museum Street
    Rockland,ME04841
    None Pvt Op Annual Fund 1,100
    Fiver Foundation
    519 8th Avenue 24
    New York,NY10018
    None Public Camp for Disadvantaged Children 600
    Foundation for OSU Medical Center
    744 W 9th Street
    Tulsa,OK74127
    None Public Cardiology Mobile Unit & Equipment 450,557
    Girl Scouts of Eastern Oklahoma
    2432 E 51st Street
    Tulsa,OK74105
    None Public General Fund 300,000
    Holland Hall School
    5666 East 81st Street
    Tulsa,OK74137
    None Pvt Op Annual Fund 5,001,100
    Maine Historical Society
    489 Congress Street
    Portland,ME04101
    None Public Annual Fund 600
    Maine Maritime Museum
    243 Washington Street
    Bath,ME04530
    None Public General Fund 600
    Maine Public Broadcasting Network
    1450 Lisbon Street
    Lewiston,ME04240
    None Public Public Television, General Fund 1,100
    Maine State Museum
    83 State House Station
    Augusta,ME04333
    None Public Education Projects 600
    Maine State Music Theater
    22 Elm Street
    Brunswick,ME04011
    None Pvt Op Capital campaign 600
    Oklahoma Methodist Manor
    4134 E 31st St
    Tulsa,OK74135
    None Pvt Op CAPITAL CAMPAIGN 55,500
    Oklahoma State University
    219 Student Union
    Stillwater,OK74078
    None Public Building Fund 4,000,000
    Philbrook Museum of Art
    PO Box 52510
    Tulsa,OK74152
    None Private Annual Fund 2,750
    Portland Museum of Art
    Seven Congress Square
    Portland,ME04101
    None Pvt Op General Fund 1,100
    Southport Fire Department
    P O Box 149
    Southport,ME04576
    None Public Equipment Care 1,650
    Southport Historical Society
    P O Box 3
    Southport,ME04576
    None Public General Fund 1,100
    Southport United Meth Church
    PO Box 143
    Southport,ME04576
    None Public General Fund 5,500
    Southport United Methodist Church
    PO Box 143
    Southport,ME04576
    None Public DECORATIONS FOR Church and Town 13,000
    The Little Light House
    5120 E 36th Street
    Tulsa,OK74135
    None Public GENERAL FUND 250,000
    The Opera House Boothbay Harbor
    86 Townsend Avenue
    Boothbay Harbor,ME04538
    None Pvt Op General Fund 1,100
    The University of Tulsa
    800 South Tucker Drive
    Tulsa,OK74104
    None Public Annual Fund 12,650
    Tulsa Area United Way
    P O Box 1859
    Tulsa,OK74101
    None Public General Fund 6,300
    Tulsa Historical Society
    2445 South Peoria
    Tulsa,OK74114
    None Public Building Fund 1,100
    Tulsa Symphony Orchestra
    111 East 1st Street
    Tulsa,OK74103
    None Public General Fund 2,200
    University of Maine
    40 Harlow Street
    Bangor,ME04401
    None Public Museum of Art 11,000
    Indian Nations Council
    4295 S Garnett Road
    Tulsa,OK74146
    None Public Capital Campaign 300,000
    Lifelight Foundation
    2601 S Western Avenue
    Sioux Falls,SD57105
    None Public Annual Fund 5,000
    Oklahoma Firefighter's Burn Camp
    PO Box 287
    Owasso,OK74055
    None Public Annual Fund 25,000
    Porta Caeli House
    2440 N Harvard Avenue
    Tulsa,OK74115
    None Public Capital Campaign 75,000
    Serving our ServiceMembers
    6365 E 41st Street
    Tulsa,OK74135
    None Public Capital Campaign 10,000
    The Center for Individuals with Phy
    815 S Utica Avenue
    Tulsa,OK74104
    None Public Rehabilitative Fitness Program 12,196
    Total .................................bullet 3a 12,047,703
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2016)
    Page 12
    Form 990-PF (2016)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ...........
             
    4 Dividends and interest from securities....     14 1,114,510  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property
             
    7 Other investment income.....     15 1,580  
    8
    Gain or (loss) from sales of assets other than inventory ............
        18 6,983,867  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 8,099,957 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,099,957
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2016)
    Page 13
    Form 990-PF (2016)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    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, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet 2017-11-13 Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's namePreston Smith CPA Preparer's Signature   Date2017-11-13 PTIN P00357271
    Firm's name SmallBulletPreston Smith PLLC
     
    Firm's EIN SmallBullet45-3944293  
    Firm's address SmallBullet8118 East 63rd Street
     
    Tulsa, OK74133
    Phone no. (918) 250-1040
    Form 990-PF (2016)
    Additional Data


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