990 return eforganization exemptfromtometax...

Return efOrganization Exempt From tome Tax OMB No 1545-M

Form 990 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung 2012

Department of the Treasurybenefit trust or private foundation ) Open to Pub1i

Internal Revenue Service ► The organization may have to use a copy of this ret urn to satisfy state reporting requirements Inspection

J Website: ► (`

K Form of oraanization x Co oration Trfit 0 Association M Other ►

A For the 2012 calendar year, or tax year beginning

B Check if C Name of organizationapplicable

QAddresschange George Raiser Family Foundation

change Doin g Business AsInitial

Number and street (or P 0 box if mail is not delivered to street address)-Terminied

Avenue7030 S. Yale Avenueted

OreAmended

City, town, or post office, state, and ZIP code

Duoniic Tulsa OR 74136pending

F Name and address of principal officer

7030 S Yale Ave Suite 600 , Tulsa , OK 74136

I Tax-exemot status: 501 (c)(3) 501 c 1 insert no 4I

and endi

D Employer identification number

73-1574370

Room/suite E Telephone number

00 (918) 583-9945

G Grossreceipts $ 294 391 103.

H(a) Is this a group return

for affiliates '? =Yes No

H(b) Are all affiliates included? =Yes =No

1 ) or 527 If "No," attach a list. (see instructions)

H(c) Grou p exemption number ►L Year of formation 1999 M State of legal domicile OK

M 1 Briefly describe the organization ' s mission or most significant activities: See Schedule 0vc

G E 2 Check this box ► if the organization discontinued its operations or disposed of more than 25% of its net assets.

c7a

CDG

ru0 3 Number of voting members of the governing body (Part VI, line 1 a) 3 3

4 Number of independent voting members of the governing body ( Part VI, line 1 b) 4 0

5 Total number of individuals employed in calendar year 2012 (Part V, line 2a) 5 19

6 Total number of volunteers (estimate if necessary) 6 0

Q 7 a Total unrelated business revenu - art VIII column (C), line 12 7a <5 , 629 , 232.

b Net unrelated business taxable i come ra - o rti 34 7b <5 , 650 , 966.

Prior Year Current Year

et 8 Contributions and grants (Part V I i e 1h ) 42 384 151. 74 252 937.

9 Program service revenue (Part V lull J40 V 013 0. 0.

a) 10 Investment income (Part VIII , co m Jo 34, and 7d 90 933 737. <100 , 449 , 306.

11 Other revenue ( Part VIII , column (A), lie 1 ^n d 11 ) < 3 , 426 , 071. > <5 , 801 , 999.II

12 Total revenue - add lines 8 throu Column (A) , line 12 ) 129 891 817 . < 31 , 998 , 368.

13 Grants and similar amounts paid (Part IX, column (A), lines 1.3 ) 48 991 833. 59 529 391.

14 Benefits paid to or for members ( Part IX , column (A), line 4) 0. 0.

in 15 Salaries , other compensation , employee benefits (Part IX, column (A), lines 5-10) 2 , 241 , 502 . 3 , 054 , 209.

co 16a Professional fundraising fees ( Part IX , column (A), line 1 le) 0. 0.

X b Total fundraising expenses ( Part IX , column (D), line 25) 0, 0.

W 17 Other expenses ( Part IX, column (A), lines 11a-11d , 11f-24e ) 42 087 400. 39 704 762.

18 Total expenses . Add lines 13 - 17 (must equal Part IX, column (A), line 25) 93 320 735 . 102 : 288 , 362.

19 Revenue less expenses . Subtract line 18 from line 12 36 571 082 . < 134 , 286 , 730.

Be g innin g of Current Year End of YearN C

20 Total assets (Part X, line 16) 3 , 496 , 641 , 411. 3 ,324 , 829 , 281.

¢m

21 Total liabilities (Part X , line 26) 280 650 587. 226 , 268 , 699.

22 Net assets or fund balances. Subtract line 21 from line 20 3 215 990 824. 3 098 560 582.

I Part 11 Signature block

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 co DD laratio of pre rer (other than officer is based on all information of which preparer has any knowled e

Sign Signs Ifil officer

Here Frederic Dorwart , Director

Type or print name and title

Print/Type preparers name Preparers signa

Paid

Preparer Firm's name hi.

Use Only Firm's address ►

May the IRS discuss this return with the preparer shown above? (see it

232001 12-10-12 LHA For Paperwork Reduction Act Notice , see the

Form 990 (2012) George Kaiser Family Foundation 73-1574370

Part III Statement of Program Service Accomplishments

Check if Schedule 0 contains a response to any question in this Part III

1 Briefly describe the organization's mission:

See Schedule 0

2 Did the organization undertake any significant program services during the year which were not listed on

the prior Form 990 or 990•EZ? Yes 0 No

If *Yes,' describe these new services on Schedule 0.

3 Did the organization cease conducting , or make significant changes in how it conducts , any program services" Yes No

If 'Yes, ' describe these changes on Schedule 0.

4 Describe the organization ' s program service accomplishments for each of its three largest program services, as measured by expenses.

Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and

revenue, if any, for each program service reported.

4a (Code )(Expenses $ 33,639 367 , including grantsof $ 33 639 367. ) (Revenue$

Support of Tulsa Community Foundation , through support of charitable

organizations that engage in charitable activities which are consistent

with the charitable purposes of Tulsa Community Foundation , as well as

government sponsored life enhancement projects.

4b (Code ) (Expenses $ 7,726 , 071. including grants of $

Urban growth and renewal projects to benefit the citizens of Tulsa

County.

) (Revenue$

4c (Code ) (Expenses$ 25,890 024, including grants of$ 25,890 024. ) (Revenue$

Tulsa Community Foundation - Direct Support of Tulsa Community

Foundation, the supported organization, and other directly related

entities.

4d Other program services ( Describe in Schedule 0.) _

(Expenses $ 75 , 679 . including grants of $ ) (Revenue $

4e Total program service expenses 01 67,331,141.

Form 990 (2012)23200212-10-12

216231112 143820 202GKFF 2012.05000 George Kaiser Family Founda 202GKFF1

Raise= Family Foundation • 73-1574370

I Part IV] Checklist of Required Schedules

1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?

If "Yes, " complete Schedule A

2 Is the organization required to complete Schedule B, Schedule of Contnbutors9

3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for

public office'? If "Yes," complete Schedule C, Part I _

4 Section 501 (c)(3) organizations . Did the organization engage in lobbying activities, or have a section 501(h) election in effect

during the tax year? If "Yes, " complete Schedule C, Part 11

5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or

similar amounts as defined in Revenue Procedure 98.19? If "Yes," complete Schedule C, Part 111

6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to

provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes, " complete Schedule D, Part

7 Did the organization receive or hold a conservation easement, including easements to preserve open space,

I

the environment, historic land areas, or historic structures' If "Yes," complete Schedule D, Part 11

8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete

Schedule D, Part Ill

9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for

amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services'

If "Yes," complete Schedule D, Part IV

10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent

endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V

11 If the organization's answer to any of the following questions is "Yes,' then complete Schedule D, Parts VI, VII, VIII, IX, or X

as applicable.

a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D,

Part VI

b Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total

assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII

c Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total

assets reported in Part X, line 16' If "Yes," complete Schedule D, Part VIII

d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in

Part X, line 16' If "Yes, " complete Schedule D, Part IX

e Did the organization report an amount for other liabilities in Part X, line 25'7 If "Yes," complete Schedule D, Part X

f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses

the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X

12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes, " complete

Schedule D, Parts XI and XII

b Was the organization included in consolidated, independent audited financial statements for the tax year?

If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and Xll is optional

13 Is the organization a school described in section 170(b)(1)(A)(u)? If "Yes," complete Schedule E

14a Did the organization maintain an office, employees, or agents outside of the United States'

b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,

investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000

or more? If "Yes, " complete Schedule F, Parts I and IV

15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization

or entity located outside the United States' If "Yes," complete Schedule F, Parts 11 and IV

16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals

located outside the United States? If "Yes," complete Schedule F, Parts 111 and IV

17 Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,

column (A), lines 6 and 11 e' If "Yes, " complete Schedule G, Part 1

18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines

1 c and 8a' If "Yes," complete Schedule G, Part II

19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a'? If "Yes,"

complete Schedule G, Part 111

20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H

b If 'Yes' to line 20a, did the organization attach a copy of its audited financial statements to this return?

23200312-10-12

1 x

2 x

3 x

4 X

5 X

6 x

7 X

8 X

9 x

10 x

11a X

11b X

11c X

11d X

11e X

lif X

12a X

12b x

13 x

14a X

14b X

15 X

16 X

17 X

18 x

19 x

20a X

20b

Form 990 (2012)


Form 990 2012 George Kaiser Family Foundation • 73-1574370

Part IV Checklist of Required Schedules (continued)Yes No

21 Did the organization report more than $5,000 of grants and other assistance to any government or organization in the

United States on Part IX, column (A), line 1' If "Yes," complete Schedule 1, Parts I and 11 21 x

22 Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX,

column (A), line 29 If "Yes," complete Schedule 1, Parts 1 and 111 22 x

23 Did the organization answer 'Yes' to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current

and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete

Schedule J 23 X

24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the

last day of the year, that was issued after December 31, 2002" If "Yes, " answer lines 24b through 24d and complete

Schedule K If "No", go to line 25 24a x

b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception9 24b

c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease

any tax-exempt bonds? 24c

d Did the organization act as an on behalf of issuer for bonds outstanding at any time during the year? 24d

25a Section 501 (c)(3) and 501 (c)(4) organizations . Did the organization engage in an excess benefit transaction with a

disqualified person during the year" If "Yes," complete Schedule L, Part I 25a x

b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and

that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ'? If "Yes," complete

Schedule L, Part I 25b x

26 Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified

person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part 11 26 X

27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial

contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member

of any of these persons? If "Yes," complete Schedule L, Part 111 27 X

28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV

instructions for applicable filing thresholds, conditions, and exceptions):

a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV 28a x

b A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV 28b x

c An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer,

director, trustee, or direct or indirect owner? If "Yes, " complete Schedule L, Part IV 28c x

29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M 29 X

30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation

contributions'? If "Yes, " complete Schedule M 30 X

31 Did the organization liquidate, terminate, or dissolve and cease operations'?

If "Yes," complete Schedule N, Part I 31 x

32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets"lf "Yes," complete

Schedule N, Part 11 32 X

33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations

sections 301.7701.2 and 301 7701.3" If "Yes," complete Schedule R, Part/ 33 X

34 Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part 11, III, or IV, and

Part V, line 1 34 x

35a Did the organization have a controlled entity within the meaning of section 512(b)(13)" 35a x

b If 'Yes' to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity

within the meaning of section 512(b)(13)" If "Yes," complete Schedule R, Part V, line 2 35b x

36 Section 501(c )(3) organizations . Did the organization make any transfers to an exempt non-charitable related organization'?

If "Yes, " complete Schedule R, Part V, line 2 36 X

37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization

and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part Vl 37 X

38 Did the organization complete Schedule 0 and provide explanations in Schedule 0 for Part VI, lines 11 b and 19?

Note . All Form 990 filers are required to complete Schedule 0 38 x

Form 990 (2012)

23200412-10-12


•Form 990 2012 George Kaise Family Foundation 73-1574370

Part V Statements Regarding Other IRS Filings and Tax ComplianceCheck if Schedule 0 contains a response to any question in this Part V Q

Yes No

la Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable la 58

b Enter the number of Forms W-2G included in line 1 a. Enter -0- if not applicable 1b 0

c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming

(gambling) winnings to prize winners? 1c X

2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,

filed for the calendar year ending with or within the year covered by this return 2a 19

b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? 2b x

Note . If the sum of lines 1 a and 2a is greater than 250, you may be required to e-file (see instructions)

3a Did the organization have unrelated business gross income of $1,000 or more during the year') 3a x

b If Yes,' has it filed a Form 990-T for this year? If "No, " provide an explanation in Schedule 0 3b x

4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a

financial account in a foreign country (such as a bank account, securities account, or other financial account)? 4a X

b If Yes,' enter the name of the foreign country: 10, See schedule 0

See instructions for filing requirements for Form TD F 90-22 1, Report of Foreign Bank and Financial Accounts.

5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a x

b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? 5b X

c If Yes,' to line 5a or 5b, did the organization file Form 8886-T" 5c

6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit

any contributions that were not tax deductible as charitable contributions? 6a x

b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts

were not tax deductible? 6b

7 Organizations that may receive deductible contributions under section 170(c).

a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor" 7a X

b If "Yes," did the organization notify the donor of the value of the goods or services provided? 715

c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required

to file Form 8282" 7c x

d If 'Yes,' indicate the number of Forms 8282 filed during the year 7d

e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? 7e X

f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f x

g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? 7

h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C" 7h

8 Sponsoring organizations maintaining donor advised funds and section 509(a) ( 3) supporting organizations Did the supporting

organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year" 8

9 Sponsoring organizations maintaining donor advised funds.

a Did the organization make any taxable distributions under section 4966" 9a

b Did the organization make a distribution to a donor, donor advisor, or related person') 9b

10 Section 501(c)(7) organizations. Enter

a Initiation fees and capital contributions included on Part VIII, line 12 10a

b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10b

11 Section 501 (c)( 1 2) organizations . Enter.

a Gross income from members or shareholders 11a

b Gross income from other sources (Do not net amounts due or paid to other sources against

amounts due or received from them) 11b

12a Section 4947(a)(1) non - exempt charitable trusts . Is the organization filing Form 990 in lieu of Form 1041? 12a

b If Yes," enter the amount of tax-exempt interest received or accrued during the year 1 11215 1

13 Section 501(c )(29) qualified nonprofit health insurance issuers.

a Is the organization licensed to issue qualified health plans in more than one state's 13a

Note. See the instructions for additional information the organization must report on Schedule O.

b Enter the amount of reserves the organization is required to maintain by the states in which the

organization is licensed to issue qualified health plans 1 1315 1

c Enter the amount of reserves on hand 13c

14a Did the organization receive any payments for indoor tanning services during the tax years 14a x

b If 'Yes , ' has it filed a Form 720 to report these payments? If "No " provide an explanation in Schedule 0 1 1415 1

Form 990 (2012)

23200512-10-12


Form 990 2012 George Raise Family Foundation • 73-1574370

Part VI Governance , Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and fora "No" response

to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule 0. See instructions.

Check if Schedule 0 contains a response to any question in this Part VI x0

Yes No

1 a Enter the number of voting members of the governing body at the end of the tax year 1 a 3

If there are material differences in voting rights among members of the governing body, or if the governing

body delegated broad authority to an executive committee or similar committee, explain in Schedule 0

b Enter the number of voting members included in line 1a, above, who are independent 1b 0

2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other

officer, director, trustee, or key employee? 2 x

3 Did the organization delegate control over management duties customarily performed by or under the direct supervision

of officers, directors, or trustees, or key employees to a management company or other person? 3 X

4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed'? 4 X

5 Did the organization become aware during the year of a significant diversion of the organization's assets? 5 X

6 Did the organization have members or stockholders? 6 X

7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or

more members of the governing body? 7a X

b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or

persons other than the governing body) 7b X

8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following

a The governing body? 8a x

b Each committee with authority to act on behalf of the governing body? 8b X

9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the

organization's mailin g address? If "Yes, " provide the names and addresses in Schedule 0 9 X

Section B. Policies (This Section 8 requests information about policies not required by the Internal Revenue Code)

Yes No

10a Did the organization have local chapters , branches , or affiliates? 10a X

b If "Yes," did the organization have written policies and procedures governing the activities of such chapters , affiliates,

and branches to ensure their operations are consistent with the organization 's exempt purposes? 10b

11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11a X

b Describe in Schedule 0 the process , if any, used by the organization to review this Form 990

12a Did the organization have a written conflict of interest policy? If "No, " go to line 13 12a X

b Were officers, directors, or trustees , and key employees required to disclose annually interests that could give rise to conflicts 12b X

c Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe

in Schedule 0 how this was done 12c X

13 Did the organization have a written whistleblower policy? 13 X

14 Did the organization have a written document retention and destruction policy? 14 X

15 Did the process for determining compensation of the following persons include a review and approval by independent

persons, comparability data, and contemporaneous substantiation of the deliberation and decision?

a The organization 's CEO, Executive Director, or top management official 15a X

b Other officers or key employees of the organization 15b x

If "Yes" to line 15a or 15b, describe the process in Schedule 0 (see instructions)

16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a

taxable entity during the year? 16a X

b If 'Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation

in point venture arrangements under applicable federal tax law , and take steps to safeguard the organization's

exempt status with res pect to such arrangements? 16b X

Section C. Disclosure17 List the states with which a copy of this Form 990 is required to be filed 0111 0K

18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501 (c)(3)s only) available

for public inspection. Indicate how you made these available Check all that apply

0 Own website x] Another's website [0 Upon request 0 Other (explain in Schedule 0)

19 Describe in Schedule 0 whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial

statements available to the public during the tax year

20 State the name, physical address, and telephone number of the person who possesses the books and records of the organization: ►Ken Levit - ( 918)494-8823

7030 S . Yale Ave Suite 600 , Tulsa , OK 74136

12-10-12 Form 990 (2012)

616231112 143820 202GKFF 2012 .05000 George Kaiser Family Founda 202GKFF1

Form 990 2012 George Kai sFamily Foundation 0 73-1574370

Part VII Compensation of Officers, Directors, Trustees, Key Employees , Highest CompensatedEmployees, and Independent ContractorsCheck if Schedule 0 contains a response to any question in this Part VII Q

Section A . Officers , Directors , Trustees , Key Employees , and Highest Compensated Employees

la Complete this table for all persons required to be listed Report compensation for the calendar year ending with or within the organization's tax year

• List all of the organization 's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensationEnter -0- in columns (D), (E), and (F) if no compensation was paid.

• List all of the organization 's current key employees, if any. See instructions for definition of 'key employee.'• List the organization' s five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable

compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations

• List all of the organization' s former officers, key employees, and highest compensated employees who received more than $100,000 ofreportable compensation from the organization and any related organizations

• List all of the organization' s former directors or trustees that received, in the capacity as a former director or trustee of the organization,more than $10,000 of reportable compensation from the organization and any related organizationsList persons in the following order. individual trustees or directors, institutional trustees, officers, key employees, highest compensated employees;and former such persons

0 Check this box if neither the oroamzation nor any related oraamzation comoensated any current officer. director. or trustee.

(A)Name and Title

(B)Averagehours perweek

(C)Position

(do not check more than one

box, unless person is both anofficer and a director/trustee)

(D)Reportable

compensationfrom

(E)Reportable

compensationfrom related

(F)Estimatedamount of

other(list anyhours forrelated

organizationsbelow

line)

9

;

ii01

g

theorganization

(W-2/1099-MISC)

organizations(W2/1099-MISC)

compensationfrom the

organizationand related

organizations

(1) Frederic Dorwart 5.00

Board of Dir. X 2 , 0000 0. 0.

(2) Phil Lakin 0.00

Board of Dir. 55.00 X 0. 277 871. 42 , 336.

(3) Phil Frohlich 1.00

Board of Dir. X 2 , 000. 0. 0.

(4) Ken Levit 40.00

Exec. Director X 412 000. 0. 44 , 330.

(5) Robert Thomas 40.00

Chief Inv. Off. X 852 250. 0. 42 , 620.

(6) Monica Basu 40.00

Sr Prgm Officer X 139 812. 0. 18 , 521.

(7) Amy Santee 40.00

Sr Prgm Officer X 159 925. 0. 32 , 950.

(8) Annie Van Hanken 40.00

Sr Program Officer X 154 242. 0. 16 , 679.

(9) William J Stava III 20.00

Sr Program Officer 35.00 X 80 , 2580 133 200. 32 881.

(10) Matt Dunham 40.00

Investment Officer X 172 235. 0. 17 , 288.

232007 12-10-12 Form 990 (2012)

Form 990 2012 George Kais Family Foundation • 73-1574370

Part VIA Sectinn A Ofieers _ Directnrs _ Trustees . Key Emnlovees . and Hiahpst CmmnensatPd Emolovees (continued)

(A)

Name and title

(B)

Average

hours per

week

(C)

Position(do not check more than onebox, unless person is both anofficer and a director/trustee)

(D)

Reportablecompensation

from

(E)

Reportablecompensationfrom related

(F)

Estimatedamount of

other(list anyhours forrelated

organizations

belowline)

e

13

a 9

&

.9L

theorganization

(W-2/1099-MISC)

organizations(W-2/1099-MISC)

compensationfrom the

organization

and relatedorganizations

1b Sub-total 1 , 974 , 722. 411 071. 247 , 6050

c Total from continuation sheets to Part VII, Section A ► 0. 0. 0.

d Total (add lines 1b and 1c) 00. 1 , 974 , 722. 411 071. 247605.

2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable

compensation from the organization 01 8

Yes No

3 Did the organization list any former officer, director, or trustee, key employee, or highest compensated employee on

line 1 a? If "Yes," complete Schedule J for such individual 3 X

4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization

and related organizations greater than $150,000? If "Yes," complete Schedule J for such Individual 4 X

5 Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or individual for services

rendered to the organization? If "Yes " complete Schedule J for such person 5 X

Section B . Independent Contractors

1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from

the nrnani7atinn Rannrt cmmnancatinn for the calenrinr veer errdinn with or within the nrnannatmn'c tax vaar

(A) (B) (C)Name and business address Description of services Compensation

Manhattan Construction Company , 5601 South

122nd East Avenue , Tulsa , OK 74146 Community Development 4 , 974 , 996.

Alliance Bernstein , LP

P.O. Box 7247-7497 , Philadelphia , PA 19170 I nvestment Management 975 000.

Frederic Dorwart , Lawyers

124 East 4th Street , Tulsa , OK 74103 egal 897 965,

McCormack Baron Salazar , 720 Olive Street,

Suite 2500 , St. Louis , MO 63101 Other Program Services 820 335,

GTOO Media , LLC, 8665 Georgia Avenue,

Silver Springs , MD 20910 ther Program Services 658 510,

2 Total number of independent contractors (including but not limited to those listed above) who received more than

$100 ,000 of com pensation from the organization IN. 12

Form 990 (2012)23200812-10-12

8


Form 990 2012 George Kai# Family Foundation • 73-1574370

Part Vlll Statement of Revenue

Check if Schedule 0 contains a response to any question in this Part VIII n(A) (B) (C)

eexTotal revenue Related or Unrelated Revenu cludedexempt function business from tax under

oo 512,revenue revenue 513 r

513 or 514

y yC C

1 a Federated campaigns 1 a

b Membership dues - 1 b

yQ c Fundraising events 1c

2 d Related organizations ld

vi E e Government grants (contributions) le 147 631.oN f All other contributions, gifts, grants, andd

M = similar amounts not included above 1f 74 105 306.O

C9

Noncash contnbutions included in lines 1a-1f

CU M h Total . Add lines 1a•1f ► 74 252 937.

Business Code

2a

b

N ar cE

d

o e

f All other program service revenue

Total. Add lines 2a-2f ►3 Investment income (including dividends, interest, and

other similar amounts) ► 46 357 437. 46 357 437.

4 Income from investment of tax-exempt bond proceeds ►

5 Royalties ► 6 , 423. 6 1 423.

( i ) Real n Personal

6 a Gross rents 6 , 505 , 338.

b Less rental expenses 5 , 517 , 858.

c Rental income or (loss) 987 480.

d Net rental income or (loss) ► 987 480. <22 , 099. > 1 , 009 , 579.

7 a Gross amount from sales of ( i ) Securities a Other

assets other than inventory 96 656 991. 77 407 879.

b Less- cost or other basis

and sales expenses 34 291 997. 86 579 616.

c Gain or (loss) <137635006. > <9 , 171 , 737. ,

d Net gain or (loss) ► <146 , 806 , 743. > 292. <146 , 807 , 035.

8 a Gross income from fundraising events (not

including $ of

4) contributions reported on line 1 c). See

Part IV, line 18 a

b Less: direct expenses b

c Net income or (loss) from fundraising events ►9 a Gross income from gaming activities See

Part IV, line 19 a

b Less- direct expenses b

c Net income or (loss) from gaming activities ►10 a Gross sales of inventory, less returns

and allowances a

b Less cost of goods sold b

c Net income or (loss) from sales of inventory

Miscellaneous Revenue Business Code

11 a UBI Tax Year Timing Ad 523000 1 , 533 , 121. 1 , 533 , 121.

b Escrow Funds from Sale 531120 314 262. 314 262.

c Hallstatt RE Partners 523000 297 555. 255 614. 41 941.

d All other revenue 523000 <8 , 940 , 840. > <5 , 863 , 039. <3 , 077 , 801. .

e Total. Add lines 11a-11d ► <6 , 795 , 9021 >

12 Total revenue See Instructions ► <31 , 998 , 368e > 0. <5 . 629 ,<5 , 629 , 232. 100 622 073..23200912-10-12 Form 990 (2012)


Form 990 2012 George Raise Family Foundation 73-1574370 Part IX Statement of Functional Expenses

Section 501 (c)(3) and 501 (c)(4) organizations must complete all columns All other organizations must complete column (A)

Check if Schedule 0 contains a response to any question in this Part IX

Do not include amounts reported on lures 6b,7b, 8b. 9b, and IOb of Part VIII.

(A)Total expenses(B)

Program serviceex enses

(C)Management andgeneral expenses

(D)Fundraisingex enses

1 Grants and other assistance to governments and

organizations in the United States See Part IV , line 21 59 529 391 . 59 529 391.

2 Grants and other assistance to individuals in

the United States . See Part IV , line 22

3 Grants and other assistance to governments,

organizations , and individuals outside the

United States See Part IV , lines 15 and 16

4 Benefits paid to or for members

5 Compensation of current officers, directors,

trustees, and key employees 1 , 974 , 722. 1 , 974 , 722.

6 Compensation not included above , to disqualified

persons ( as defined under section 4958 (f)(1)) and

persons described in section 4958 ( c)(3)(B)

7 Other salaries and wages 855 164 . 855 164.

8 Pension plan accruals and contributions ( include

section 401(k) and 403(b ) employer contributions)

9 Other employee benefits 224 323. 224 323.

10 Payroll taxes

11 Fees for services (non •employees)-

a Management 62 , 174. 62 , 174.

b Legal 90 , 684 . 90 , 684.

c Accounting 182 909. 182 909.

d Lobbying 75 , 679. 75 , 679.

e Professional fundraising services See Part IV, line 17

f Investment management fees 19 846 592 . 19 846 592.

g Other ( If line 11g amount exceeds 10% of line 25,

column ( A) amount , list line 11g expenses on Sch 0 )

12 Advertising and promotion

13 Office expenses

14 Information technology

15 Royalties

16 Occupancy

17 Travel 220 147. 220 147.

18 Payments of travel or entertainment expenses

for any federal , state, or local public officials

19 Conferences , conventions , and meetings

20 Interest 1 , 657 , 068. 1 , 657 , 068.

21 Payments to affiliates

22 Depreciation , depletion , and amortization 1 , 666 , 725. 1 , 666 , 725.

23 Insurance 1 , 279. 1 , 279.

24 Other expenses Itemize expenses not coveredabove ( List miscellaneous expenses in line 24e If line24e amount exceeds 10% of line 25, column (A)amount, list line 24e expenses on Schedule 0 )

a Community Development 7 , 726 , 071. 7 , 726 , 071.

b Foreign Exchange Loss 4 , 272 , 919. 4 , 272 , 919.

c Ship Expenses 3 , 046 , 930. 3 , 046 , 930.

d Foreign Taxes 407 432. 407 432.

e All other expenses 448 153. 448 153.

25 Total functional ex p enses. Add lines 1 throu g h 24e 102 , 288 , 362. 67 331 141. 34 957 221. 0.

26 Joint costs . Complete this line only if the organization

reported in column ( B) joint costs from a combined

educational campaign and fundraising solicitation

Check here 0' 0 if following SOP 98 - 2 ASC 958-720

232010 12-10-12 Form 990 (2012)


KailFamily Foundation

ce• 73-1574370

Check if Schedule 0 contains a resoonse to any question in this Part X

(A) (B)Beginning of year End of year

1 Cash - non-interest-bearing 1

2 Savings and temporary cash investments 388 033 567. 2 267 013 333.

3 Pledges and grants receivable, net 3

4 Accounts receivable, net 75 301 388. 4 84 033 317.

5 Loans and other receivables from current and former officers, directors,

trustees, key employees, and highest compensated employees Complete

Part II of Schedule L 5

6 Loans and other receivables from other disqualified persons (as defined under

section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing

employers and sponsoring organizations of section 501 (c)(9) voluntary

employees' beneficiary organizations (see instr). Complete Part II of Sch L 6

y 7 Notes and loans receivable, net 7

8 Inventories for sale or use 8

9 Prepaid expenses and deferred charges 9

10a Land, buildings, and equipment cost or other

basis Complete Part VI of Schedule D 10a 149 776 266.

b Less' accumulated depreciation 10b 9 , 290 , 752. 132 793 376. 10c 140 485 514.

11 Investments - publicly traded securities 829 803 766. 11 860 216 348.

12 Investments - other securities See Part IV, line 11 2 , 060 , 797 , 358. 12 1 , 962 , 368 , 435.

13 Investments - program-related See Part IV, line 11 9 , 798 , 041. 13 7 565 887.

14 Intangible assets 14

15 Other assets See Part IV, line 11 113 915. 15 3 , 146 , 447.

16 Total assets . Add lines 1 throu g h 15 (must equal line 34) 3 496 641 411. 16 3 1 324 , 829 , 281.

17 Accounts payable and accrued expenses 32 487 970. 17 27 738 794.

18 Grants payable 43 689 388. 18 50 848 012.

19 Deferred revenue 19

20 Tax-exempt bond liabilities 20

21 Escrow or custodial account liability Complete Part IV of Schedule D 21

''- 22 Loans and other payables to current and former officers, directors, trustees,

T key employees, highest compensated employees, and disqualified persons

J Complete Part II of Schedule L 2 , 304 , 037. 22 42 088 873.

23 Secured mortgages and notes payable to unrelated third parties 9 , 241 , 595. 23 9 , 417 , 717.

24 Unsecured notes and loans payable to unrelated third parties 24

25 Other liabilities (including federal income tax, payables to related third

parties, and other liabilities not included on lines 17-24) Complete Part X of

Schedule D 192 927 597. 25 96 175 303.

26 Total liabilities . Add lines 17 throu g h 25 280 650 587. 26 226 268 699.

Organizations that follow SFAS 117 (ASC 958), check here ► 0 and

N complete lines 27 through 29, and lines 33 and 34.

C 27 Unrestricted net assets 27M

28 Temporarily restricted net assets 28mv 29 Permanently restricted net assets 29

Organizations that do not follow SFAS 117 (ASC 958) check here ► xlLL ,

o and complete lines 30 through 34.

Nd 30 Capital stock or trust principal, or current funds 3 , 437 , 358 , 186. 30 3 , 437 , 358 , 186.

Q 31 Paid-in or capital surplus, or land, building, or equipment fund 0. 31 0.

y 32 Retained earnings, endowment, accumulated income, or other funds <221 367 362. 32 .<338 , 797 , 604.

Z 33 Total net assets or fund balances 3 215 990 824. 33 3 , 098 , 560 , 582.

34 Total liabilities and net assets/fund balances 3 496 641 411. 34 3 , 324 , 829 , 281.

Form 990 (2012)

23201112-10-12


Form 990 2012 George Kaiser Family Foundation • 73-1574370

Part XI Reconciliation of Net AssetsCheck if Schedule 0 contains a response to any question in this Part XI

1 Total revenue (must equal Part VIII , column (A), line 12) 1 <31 , 998 , 368.>

2 Total expenses (must equal Part IX , column (A), line 25) 2 102 288 362.

3 Revenue less expenses . Subtract fine 2 from line 1 3 <134 , 286 , 730.>

4 Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) 4 3 215 990 824.

5 Net unrealized gains (losses) on investments 5 16 856 488.

6 Donated services and use of facilities 6 _

7 Investment expenses 7

8 Prior period adjustments 8

9 Other changes in net assets or fund balances (explain in Schedule 0) 9 0.

10 Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33,

column B 10 3 , 098 , 560 , 582.

Part X11 Financial Statements and ReportingCheck if Schedule 0 contains a response to any q uestion in this Part XII 0

Yes No

1 Accounting method used to prepare the Form 990: Cash EO Accrual Other

If the organization changed its method of accounting from a prior year or checked ' Other ,' explain in Schedule 0

2a Were the organization 's financial statements compiled or reviewed by an independent accountant9 2a x

If "Yes,' check a box below to indicate whether the financial statements for the year were compiled or reviewed on a

separate basis , consolidated basis, or both.

Separate basis Consolidated basis Both consolidated and separate basis

b Were the organization ' s financial statements audited by an independent accountant'? 2b X

If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis,

consolidated basis, or both.

0 Separate basis Consolidated basis 0 Both consolidated and separate basis

c If "Yes ' to line 2a or 2b , does the organization have a committee that assumes responsibility for oversight of the audit,

review, or compilation of its financial statements and selection of an independent accountant? 2c x

If the organization changed either its oversight process or selection process during the tax year , explain in Schedule 0

3a As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit

Act and OMB Circular A•133? 3a x

b If "Yes ," did the organization undergo the required audit or audits'? If the organization did not undergo the required audit

or audits , exp lain why in Schedule 0 and describe any steps taken to undergo such audits 3b

Form 990 (2012)

23201212-10-12


0 •SCHEDULE A Public Charity Status and Public Support

OMB No 1545- 004 7(Form 990 or 990 - EZ)

2012Complete if the organization is a section 501 (c )(3) organization or a section

Department of the Treasury 4947(a)(1) nonexempt charitable trust. Open to PlrbtiCInternal Revenue Service ► Attach to Form 990 or Form 990-EZ . ► See separate instructions. Inspection

Name of the organization Employer identification number

George Kaiser Family Foundation 73-1574370

Part I Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 11, check only one box)

1 Q A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

2 0 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

3 El A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

4 0 A medical research organization operated in conjunction with a hospital described in section 170 (b)(1)(A)(iii). Enter the hospital's name,

city, and state:

5 0 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in

section 170 ( b)(1)(A)(iv). (Complete Part II )

6 El A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

7 0 An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in

section 170(b)(1)(A)(vi). (Complete Part II )

8 El A community trust described in section 170(b)(1)(A)(vf). (Complete Part II.)

9 An organization that normally receives (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from

activities related to its exempt functions • subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment

income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975

See section 509(a)(2). (Complete Part III )

100 An organization organized and operated exclusively to test for public safety See section 509 (a)(4).

11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or

more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509 (a)(3). Check the box that

describes the type of supporting organization and complete lines 11 a through 11 h

a Type I b E] Type II c 0 Type III - Functionally integrated d 0 Type III - Non-functionally integrated

e F2LI By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than

foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)

f If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III

supporting organization, check this box 0

g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons9

(i) A person who directly or indirectly controls, either alone or together with persons described in (n) and (vi) below, Yes No

the governing body of the supported organization? 11 (i x

(ii) A family member of a person described in (i) above? 11 (ii) x

(iii) A 35% controlled entity of a person described in (i) or (n) above? 11 iii) x

h Provide the following information about the supported organization(s)

(i) Name of supportedor anizationg

(ii) EIN (iii) Type of organization(described on lines 1-9above or IRC section

iv) Is the organizationi n col (i) listed in yourgoverning document?

(v) Did you notify theorganization in col(f) of your support?

(vi) Is theorganization in col(Q organized in the

U S 9

(vii) Amount of monetarysupport

(see instructions ))Yes No Yes No Yes No

Tulsa Community

Foundation 3-1554474 7 X 25 890 024.

Total 1 25 890 024.

LHA For Paperwork Reduction Act Notice, see the Instructions for

Form 990 or 990-EZ.

Schedule A (Form 990 or 990-EZ) 2012

23202112-04-12

Schedule A (Form 990 or 990-EZ) 2012 0 • Page 2Part 11 Support Schedule for Organizations Described in Sections 170(b)( 1)(A)(iv) and 170(b)(1)(A)(vi)

(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organizationfails to qualify under the tests listed below, please complete Part III.)

Section A. Public SupportCalendar year ( or fiscal year beginning in ) ► (a ) 2008 (b) 2009 (c ) 2010 2011 (e) 2012 Total

1 Gifts, grants, contributions, and

membership fees received. (Do not

include any 'unusual grants.')

2 Tax revenues levied for the organ-

ization's benefit and either paid to

or expended on its behalf

3 The value of services or facilities

furnished by a governmental unit to

the organization without charge

4 Total. Add lines 1 through 3

5 The portion of total contributions

by each person (other than a

governmental unit or publicly

supported organization) included

on line 1 that exceeds 2% of the

amount shown on line 11,

column (f)

6 Public support. Subtract line 5 from line 4

Section B. Total Support

Calendar year ( or fiscal year beginning in) ►7 Amounts from line 4

8 Gross income from interest,

dividends, payments received on

securities loans, rents, royalties

and income from similar sources

9 Net income from unrelated business

activities, whether or not the

business is regularly carried on

10 Other income Do not include gain

or loss from the sale of capital

11

12

( a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 ( Total

assets (Explain in Part IV)

Total support . Add lines 7 through 10

Gross receipts from related activities, etc (see instructions) 12

13 First five years . If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)

organization, check this box and stop here ► ElSection C. Computation of Public Support Percentage14 Public support percentage for 2012 (line 6, column (f) divided by line 11, column (f)) 14 %

15 Public support percentage from 2011 Schedule A, Part II, line 14 15 %

16a 33 1/3% support test - 2012 . If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and

stop here . The organization qualifies as a publicly supported organization ►0b 33 1 /3% support test - 2011 . If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box

and stop here . The organization qualifies as a publicly supported organization ►17a 10% -facts-and-circumstances test - 2012. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more

and if the organization meets the "facts-and-circumstances' test, check this box and stop here . Explain in Part IV how the organization

meets the 'facts-and-circumstances' test The organization qualifies as a publicly supported organization ►b 10% -facts -and-circumstances test - 2011 . If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or

more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here . Explain in Part IV how the

organization meets the 'facts-and-circumstances' test The organization qualifies as a publicly supported organization ►18 Private foundation . If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions ►0

Schedule A (Form 990 or 990-EZ) 2012

23202212-04-12


Schedule A (Form 990 or 990-EZ) 2012 • 0 Page 3Part III Support Schedule for Organizations Described in Section 509(a)(2)

(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fads to

qualify under the tests listed below, please complete Part II )

Section A. Public SupportCalendar year ( or fiscal year beginning in) ► (a ) 2008 (b) 2009 (c) 2010 2011 (e) 2012 Total

1 Gifts, grants, contributions, and

membership fees received. (Do not

include any 'unusual grants ')

2 Gross receipts from admissions,merchandise sold or services per-formed, or facilities furnished inany activity that is related to theorganization's tax-exempt purpose

3 Gross receipts from activities that

are not an unrelated trade or bus-

iness under section 513

4 Tax revenues levied for the organ-

ization's benefit and either paid to

or expended on its behalf

5 The value of services or facilities

furnished by a governmental unit to

the organization without charge

6 Total. Add lines 1 through 5

7a Amounts included on lines 1, 2, and

3 received from disqualified persons

b Amounts included on lines 2 and 3 received

from other than disqualified persons that

exceed the greater of $5,000 or 1% of the

amount on line 13 for the year

c Add lines 7a and 7b

8 Public su pport (Subtract line 7c ftom line 6 )

Section B. Total Support

Calendar year ( or fiscal year beginning in) ►9 Amounts from line 6

10a Gross income from interest,dividends, payments received onsecurities loans, rents, royaltiesand income from similar sources

b Unrelated business taxable income

(less section 511 taxes) from businesses

acquired after June 30, 1975

c Add lines 1 Oa and 1 Ob11 Net income from unrelated business

activities not included in line 1 Ob,whether or not the business isregularly carried on

12 Other Income Do not include gainor loss from the sale of capitalassets (Explain in Part IV)

13 Total support (Add lines 9, 10c, 11, and 12)

a 2008 (b) 2009 c 2010 (d ) 2011 (e) 2012 Total

14 First five years . If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,

check this box and stop here ►0SPCtinn rrmminrrtntinn of Puhlir Runnnrt Parcontnnp

17 Investment income percentage for 2012 (line 10c, column (t) divided by line 13, column (f)) 17

18 Investment income percentage from 2011 Schedule A, Part III, line 17 18

19a 33 1/3% support tests - 2012 . If the organization did not check the box on line 14, and line 15 Is more than 33 1/3%, and line 17 is not

more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization ►Q

b 331/3% support tests - 2011 . If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and

line 18 is not more than 33 1/3%, check this box and stop here . The organization qualifies as a publicly supported organization ►020 Private foundation . If the organization did not check a box on line 14, 19a or 19b check this box and see instructions ►232023 12-04-12 Schedule A (Form 990 or 990-EZ) 2012


%

Section D. Computation of Investment Income Percentage

Schedule A Form 990 or99O-E 2012 Georg aiser Family Foundation • 73-1574370 Page 4

Part IV Supplemental Information . Complete this part to provide the explanations required by Part II, line 10, Part II, line 17a or 17b;

and Part III, line 12. Also complete this part for any additional information. (See instructions)

Additionally, substantial support of $33,639 , 367, provided to charitable

organizations. as listed in Schedule I_ supports the mission of the Tulsa

Community Foundation

232024 12-04-12 Schedule A (Form 990 or 990-EZ) 2012


Schedule K-12ICnrm incri

2 on( )11

52522W 1577

For Paperwork Reduction Act Notice , see Instructions for Form 1065 IRS gov/form1065 Schedule K-1 (Form 1065) 2012JSA

2P1200 2 000

SCHEDULE C PolitI Campaign and Lobbying Alivities(Form 990 or 990-EZ)

For Organizations Exempt From Income Tax Under section 501(c) and section 527

Department of the Treasury I ► Complete if the organization is described below. ► Attach to Form 990 or Form 990-EZ.Internal Revenue Service

► See separate instructions.

2012Open to Public

Inspection

If the organization answered "Yes," to Form 990, Part IV , line 3, or Form 990-EZ , Part V, line 46 (Political Campaign Activities), then

• Section 501(c)(3) organizations: Complete Parts I•A and B Do not complete Part I•C.

• Section 501(c) (other than section 501 (c)(3)) organizations Complete Parts I-A and C below. Do not complete Part I•B

• Section 527 organizations: Complete Part I-A only.

If the organization answered "Yes," to Form 990, Part IV , line 4, or Form 990-EZ , Part VI, line 47 (Lobbying Activities), then

• Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A Do not complete Part I1-B

• Section 501 (c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part II•B. Do not complete Part II-A

If the organization answered " Yes," to Form 990, Part IV, line 5 (Proxy Tax), or Form 990-EZ , Part V, line 35c (Proxy Tax), then

Name of organization

OMB No 1545-0047

Employer identification number


Part tA Complete if the organization is exempt under section 501(c) or is a section 527 organization.

I Provide a description of the organization's direct and indirect political campaign activities in Part IV

2 Political expenditures

3 Volunteer hours

Part I-B Complete if the organization is exempt under section 501 (c)(3).1 Enter the amount of any excise tax incurred by the organization under section 4955 ► $

2 Enter the amount of any excise tax incurred by organization managers under section 4955 ► $

3 If the organization incurred a section 4955 tax, did it file Form 4720 for this years 0 Yes 0 No

4a Was a correction made? 0 Yes 0 No

b If 'Yes," describe in Part IV

Part i-C Complete if the organization is exempt under section 501(c), except section 501 (c)(3).1 Enter the amount directly expended by the filing organization for section 527 exempt function activities ► $

2 Enter the amount of the filing organization 's funds contributed to other organizations for section 527

exempt function activities

3 Total exempt function expenditures Add lines 1 and 2. Enter here and on Form 1120•POL,

line 17b ► $

4 Did the filing organization file Form 1120 - POL for this year? ED Yes No

5 Enter the names , addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization

made payments . For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political

contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a

political action committee (PAC) If additional space is needed, provide information in Part IV

(a) Name (b) Address (c) EIN (d) Amount paid fromfiling organization's

funds If none, enter -0-

(e) Amount of politicalcontributions received and

promptly and directlydelivered to a separatepolitical organization.

If none, enter -0-

For Paperwork Reduction Act Notice , see the Instructions for Form 990 or 990 - EZ. Schedule C (Form 990 or 990 -EZ) 2012

LHA

23204101-07-13


Schedule C Form 990 or 990• E 2012 GeorgRaiser Family Foundation • 73-1574370 Page 2

Part II-A Complete if the organization is exempt under section 501 (c)(3) and filed Form 5768(election under section 501(h)).

A Check 01 xu if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN,

expenses, and share of excess lobbying expenditures).

B Check 01 if the filina oroamzation checked box A and 'limited control' provisions aooly.

Limits on Lobbying Expenditures I (a) Filing I (b) Affiliated group

(The term ' expenditures means amounts paid or incurred .) organtotalsization's totals

75 , 679. 140 679,

75 , 679. 140 679.

67 255 463. 138 780 511.

67 331 142. 138 921 190.

1,000,000. 1,000.000.

g Grassroots nontaxable amount (enter 25% of line 1f) 250 000. 250 000.

h Subtract line 1 g from line 1 a If zero or less, enter •0- 0 . 0.

i Subtract line 1 f from line 1 c If zero or less, enter -0- 0 . 0.

j If there is an amount other than zero on either line 1 h or line 11, did the organization file Form 4720

reporting section 4911 tax for this year's Yes 0 No

4-Year Averaging Period Under Section 501(h)

(Some organizations that made a section 501(h ) election do not have to complete all of the five

columns below . See the instructions for lines 2a through 2f on page 4.)

Lobbying Expenditures During 4-Year Averaging Period

Calendar year

(or fiscal year beginning in)(a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) Total

2a Lobby in g nontaxable amount 1 , 000 , 000. 1 , 000 , 000. 1 , 000 , 000. 1 , 000 , 000. 4 , 000 , 000.

b Lobbying ceiling amount

(150% of line 2a, column(e)) 6 , 000 , 000.

c Total lobby in g expenditures 228 096. 273 242. 105 241. 140 679. 747 258.

d Grassroots nontaxable amount 250 000. 250 000. 250 000. 250 000. 1 , 000 , 000.

e Grassroots ceiling amount

(150% of line 2d, column (e)) 1 1 500 , 000.

f Grassroots lobby in g expenditures 56 , 000. 21 , 000. 77 , 000.

Schedule C (Form 990 or 990-EZ) 2012

23204201-07-13

1 a Total lobbying expenditures to influence public opinion (grass roots lobbying)

b Total lobbying expenditures to influence a legislative body (direct lobbying)

c Total lobbying expenditures (add lines 1a and 1b)

d Other exempt purpose expenditures

e Total exempt purpose expenditures (add lines 1 c and 1 d)

f Lobbvino nontaxable amount Enter the amount from the followina table in bc

Schedule C Form 990 or 990-E 2012 GeorgeKaiser Family Foundation • 73-1574370 Page 3

Part (1-B. Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768(election under section 501(h)).

For each "Yes," response to lines la through 1i below, provide in Part IV a detailed description (a) (b)

of the lobbying activity. Yes No Amount

1 During the year, did the filing organization attempt to influence foreign, national, state or

local legislation, including any attempt to influence public opinion on a legislative matter

or referendum, through the use of:

a Volunteers?

b Paid staff or management (include compensation in expenses reported on lines 1 c through 1)?

c Media advertisements)

d Mailings to members, legislators, or the public?

e Publications, or published or broadcast statements9

f Grants to other organizations for lobbying purposes?

g Direct contact with legislators, their staffs, government officials, or a legislative body?

h Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means?

i Other activities?

i Total. Add lines 1c through 11

2a Did the activities in line 1 cause the organization to be not described in section 501(c)(3)'?

b If "Yes," enter the amount of any tax incurred under section 4912

c If "Yes," enter the amount of any tax incurred by organization managers under section 4912

d If the filin g organization incurred a section 4912 tax , did it file Form 4720 for this y ear'?

Part 111-A Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section

501 (c)(6).Yes No

1 Were substantially all (90% or more) dues received nondeductible by members'? 1

2 Did the organization make only in-house lobbying expenditures of $2,000 or less'? 2

3 Did the organization ag ree to carry over lobby in g and political expenditures from the p rior year? 3

[Part 111-E Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section

501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered " No," OR (b) Part III-A, line 3, is

answered "Yes."

1 Dues, assessments and similar amounts from members i

2 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political

expenses for which the section 527(f) tax was paid).

a Current year 2a

b Carryover from last year 2b

c Total 2c

3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 3

4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess

does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political

expenditure next year'? 4

5 Taxable amount of lobby in g and political expenditures (see instructions ) 5

[Part IV Sunnlemental Information

Complete this part to provide the descriptions required for Part I-A, line 1; Part I-B, line 4, Part I-C, line 5; Part II-A (affiliated group list), Part II-A, line 2,

and Part II-B, line 1 Also, complete this part for any additional information

Schedule C (Form 990 or 990-EZ) 201223204301-07-13


S elemental Financial Statem isOMB No 1545-0047

(Form 990) ► Complete if the organization answered "Yes," to Form 990,2012

Part IV , line 6, 7, 8, 9, 10 , 11 a, 11 b , 11 c, 11 d , Ile, 11If , 12a, or 12b . Open to PublicDepartmen t nuethe

ServTreasury

Attach to Form 990. 10, See separate instructions . InspectionInternalal Reven ueRe icece 10,

Name of the organization Employer identification numberGeorge Kaiser Family Foundation 73-1574370

Part 1 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts . Complete if theorganization answered 'Yes' to Form 990, Part IV, line 6.

(a) Donor advised funds (b) Funds and other accounts

1 Total number at end of year

2 Aggregate contributions to (during year)

3 Aggregate grants from (during year)

4 Aggregate value at end of year 1 1

5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds

are the organization ' s property , subject to the organization ' s exclusive legal control? Yes No

6 Did the organization inform all grantees , donors, and donor advisors in writing that grant funds can be used only

for charitable purposes and not for the benefit of the donor or donor advisor , or for any other purpose conferring

im permissible private benefit? E] Yes NoPart 11 Conservation Easements . Complete if the organization answered "Yes' to Form 990, Part IV, line 7

1 Purpose (s) of conservation easements held by the organization (check all that apply)

Preservation of land for public use (e g , recreation or education ) 0 Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last

day of the tax year

Held at the End of the Tax Year

a Total number of conservation easements

r2bb Total acreage restricted by conservation easements

c Number of conservation easements on a certified historic structure Included In (a)

d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure

listed in the National Register

3 Number of conservation easements modified, transferred, released , extinguished , or terminated by the organization during the tax

year ►4 Number of states where property subject to conservation easement is located ►5 Does the organization have a written policy regarding the periodic monitoring, inspection , handling of

violations, and enforcement of the conservation easements it holds? 0 Yes No

6 Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year ►7 Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year ► $ _

8 Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(I)

and section 170(h)(4)(B)(n)" ED Yes 0 No

9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement , and balance sheet, and

include, if applicable, the text of the footnote to the organization ' s financial statements that describes the organization's accounting for

conservation easements.

Part III Organizations Maintaining Collections of Art , Historical Treasures , or Other Similar Assets.Complete if the organization answered "Yes" to Form 990, Part IV, line 8

la If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art,

historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII,

the text of the footnote to its financial statements that describes these items

b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical

treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts

relating to these items.

(i) Revenues Included in Form 990, Part VIII, line 1 ► $

(ii) Assets Included in Form 990, Part X ► $

2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide

the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:

a Revenues Included in Form 990, Part VIII, line 1 ► $

b Assets Included in Form 990, Part X ► $

287,500.

LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990. Schedule D (Form 990) 201223205112-10-12


Schedule D Form 990 2012 George Kaiser Family Foundation • 73-1574370 Page 2

Part !11 Organizations Maintaining Collections of Art , Historical Treasures , or Other Similar Assets(continued)

3 Using the organization 's acquisition , accession , and other records , check any of the following that are a significant use of its collection items

(check all that apply):

exhibition d 0 Loan or exchange programsa FX_

b M Scholarly research e El Other

c x0 Preservation for future generations

4 Provide a description of the organization 's collections and explain how they further the organization's exempt purpose in Part XIII.

5 During the year , did the organization solicit or receive donations of art, historical treasures , or other similar assets

to be sold to raise funds rather than to be maintained as part of the organization 's collection? 0 Yes x1 No

Part IV Escrow and Custodial Arrangements . Complete if the organization answered 'Yes' to Form 990 , Part IV, line 9, orreported an amount on Form 990 , Part X, line 21

la Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included

on Form 990, Part X? Yes No

b If "Yes,' explain the arrangement in Part XIII and complete the following table

Amount

c Beginning balance 1c

d Additions during the year 1d

e Distributions during the year le

f Ending balance if

2a Did the organization include an amount on Form 990, Part X, line 219 0 Yes No

b If 'Yes , " explain the arran gement in Part XIII Check here if the explanation has been provided in Part XIII

[ Part V Endowment Funds. Complete if the organization answered 'Yes" to Form 990, Part IV, line 10

( a ) Current year (b) Prior year (c) Two y ears back (d) Three y ears back (e ) Four years back

la Beginning of year balance

b Contributions

c Net investment earnings, gains, and losses

d Grants or scholarships

e Other expenditures for facilities

and programs

f Administrative expenses

g End of year balance

2 Provide the estimated percentage of the current year end balance (line 1 g, column (a)) held as

a Board designated or quasi-endowment ► %

b Permanent endowment ► %

c Temporarily restricted endowment ► %

The percentages in lines 2a, 2b, and 2c should equal 100%

3a Are there endowment funds not in the possession of the organization that are held and administered for the organization

by Yes No

(i) unrelated organizations

(ii) related organizations 0ai3a ( ii )

b If "Yes' to 3a(ii), are the related organizations listed as required on Schedule R"

4 Descri be in Part XIII the intended uses of the organization's endowment funds

Part VI Land. Buildinas. and Eauioment . See Form 990. Part X. line 10

Description of property (a) Cost or other

basis (investment)

(b) Cost or other

basis (other)

(c) Accumulated

depreciation

(d) Book value

la Land 6 , 300 , 618. 45 824 460 . 52 125 078.

b Buildings 85 352 544. 6 , 045 , 987. 79 306 557.

c Leasehold improvements 11 179 301. 2 , 493 , 153. 8 , 686 , 148.

d Equipment

e Other 1 , 119 , 343. 1 751 612. 367 731.

Total. Add lines 1 a throu gh 1 e (Column (d) must equal Form 990, Part X, column (B), line 10(c)) ► 140 , 485 , 514.

Schedule D (Form 990) 2012

23205212-10-12


Schedule D Form 990 2012 George K0aiser Family Foundation • 73-1574370 Page 3

Part VII Investments - Other Securities . See Form 990. Part X. Imp 12.

(a) Description of security or category (incwdin9 name or secunty) (b) Book value (c) Method of valuation: Cost or end-of-year market value

(1) Financial derivatives

(2) Closely-held equity interests

(3) Other

(A) Actelis Networks 4 , 244 , 033. End-of-Year Market Value

(B) Novariant 1 , 777 , 033. End-of-Year Market Value

(C) Flash Networks 10 000 000. End-of-Year Market Value

(D) Identity Truth 958 000. End-of-Year Market Value

Amimon 120 804. End-of-Year Market Value

TransPharma Medical 331 000. End-of-Year Market Value

(G) CorAssist Cardiovascular 2 , 223 , 137. End-of-Year Market Value

(H ) Omni Guide 4 , 873 , 025. End-of-Year Market Value

( Solyndra 104 , 933 537. End-of-Year Market Value

Total. Col ( b ) must e q ual Form 990 , Part X , col ( B ) line 12 ► 1 962 368 435.

€ Part Vlll I Investments - Proaram Related- See Form QQn_ Part X Imp 1.q

(a) Description of investment type (b) Book value (c) Method of valuation - Cost or end-of-year market value

( 1 )(2)

(3 )

(4 )

(5)(6 )

( 7 )

(8 )

(9 )( 10 )

Total Col ( b ) must e q ual Form 990 , Part X , col B line 13 ►( Part IX I Other Assets . See Form 990, Part X. line 15

(a) Description (b) Book value

1

(2 )

(3 )

(4 )

(5 )(6 )

( 7 )

(8)

(9 )

( 10)

Total . Column b must equal Form 990, Part X, col B line 15 ►Part X Other Liabilities. See Form 990, Part X, line 25

(a) Description of liability (b) Book value

( 1 ) Federal income taxes

(2 ) Investment Related Liabilities - Derivatives 65 689 755.

(3) Investment Related Liabilities - Short Sales 30.485.548.

( 11 )

Total. (Column (b) must equal Form 990, Part X, co! (B) line 25.) ► 96,175,303.

2. FIN 48 (ASC 740) Footnote In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's

liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII 0

Schedule D (Form 990) 201223205312- iaiz See Part XIV for Continuations


Schedule D Form 990 2012 George Raer Family Foundation is73-1574370 Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return1 Total revenue, gains, and other support per audited financial statements - 1 <20 , 673 , 834.>

2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:

a Net unrealized gains on investments 2a 16 856 488.

b Donated services and use of facilities 2b

c Recoveries of prior year grants 2c

d Other (Describe in Part XIII) - 2d <5 . 531 , 954. >

e Add lines 2a through 2d 2e 11 , 324 534.

3 Subtract line 2e from line 1 3 <31 , 998 : 368.>

4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:

a Investment expenses not included on Form 990, Part VIII, line 7b 4a

b Other (Describe in Part XIII.) 4b

c Add lines 4a and 4b c .

5 Total revenue Add lines 3 and 4c. his must equal Form 990, Part 1 line 12 ) 5 <31 , 998 , 368.>

Part X11 Reconciliation of Expenses per Audited Financial Statements With Expenses per Return1 Total expenses and losses per audited financial statements 1 96 756 409.

2 Amounts included on line 1 but not on Form 990, Part IX, line 25:

a Donated services and use of facilities 2a

b Prior year adjustments 2b

c Other losses 2c

d Other (Describe in Part XIII) 2d <5 , 531 , 953. >

e Add lines 2a through 2d 2e <5 1 531 , 953.>

3 Subtract line 2e from line 1 3 102 288 362.

4 Amounts included on Form 990, Part IX, line 25, but not on line 1

a Investment expenses not included on Form 990, Part VIII, line 7b 4a

b Other (Describe in Part XIII) 4b

c Add lines 4a and 4b c .

5 Total expenses. Add lines 3 and 4c. his must equal Form 990, Part I line 18 ) 5 102 288 362.

Part Xtll Supplemental InformationComplete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1 a and 4; Part IV, lines 1 b and 2b, Part V, line 4, Part

X, line 2, Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information

Part III, line 4: Over 10.000 mixed media items including but not

limited to artwork, books, recordings. personal notebooks, photographs

sonal correspondence, manuscripts, and lyrics archiving the life and

work of Woody Guthrie, a native of Oklahoma. Preserving and displaying his

work advances the mission of the Foundation to provide support for the

Arts and to celebrate Oklahoma histo


23205412-10-12


Schedule D Form 990 2012 GeorRaiser Family Foundation • 73-1574370 Page 5Part Xlii Supplemental Information (continued)

Part XI, Line 2d - Other Adjustments:

Real Estate Rental Exp reported in Revenue on the Form 990 5 ,147 390.

Items in Audited Revenue reported as Exp on the Form 990 -10,679,344.

Rounding

Total to schedule D. Part XI, Line 2d -5.531.954.

Part XII, Line 2d - Other Adjustments:

Real Estate Rental Exp reported in Revenue on the Form 990 5 , 147 , 390.

Items in Audited Revenue reported as Exp on the Form 990 -10,679,344.

Rounding 1.

Total to Schedule D , Part XII, Line 2d -5 , 531 , 953.

Fin 48 Footnote in Audited Financial Statements -

The accounting for income taxes may, at times, involve some degree of

uncertainty, and, as such, lead to uncertain tax positions having been

taken. Management evaluated the Foundation tax positions taken in returns

for significant jurisdictions and concluded that the Foundation had taken

no uncertain tax positions that require adjustment to the financial

statements. Generally, the Foundation is no longer subject to income tax

examinations by the federal, state, or local authorities for years before

2009.

23205512-10-12

16231112 143820 202GKFF


302012.05000 George Kaiser Family Founda 202GKFF1

3'a

Schedule D Form 990 George K0aiser Family Foundation • 73-1574370 Page 5

Part XIII Supplemental Information (continued)

Part ViI Investments - Other Securities . See Form 990, Part X, line 12.

(a) Description of security or category(including name of security)

(b) Book value(c) Method of valuation-

Cost or end-of-year market value

Aniboom Ltd 118 792. FMV

Cordis Holding BV 33 037 500. FMV

JMI Equity VI 8 , 193 , 664. FMV

Venture East ProActive Fund LLC 11 553 737. FMV

Optimal Test 300 208. FMV

3i India Infrastructure Fund 17 994 525. FMV

Siklu Inc 7 , 272 , 720. FMV

WiTricity 30 000 000. FMV

Taboola Inc 770 735. FMV

Tejas Networks 300 000. FMVI

Pontis 1 , 974 , 589. FMV

CED Group SARL 20 635 853. FMV

Orbimed Asia LP 12 607 089. FMV

Solar Reserves Inc 18 327 540. FMV

LEDnovation LLC 5 , 000 , 000. FMV

IDFC Pvt Eq III 7 , 008 , 119. FMV

Achronix Semi Cond 8 , 192 , 364. FMV

Peer App 1 , 762 , 957. FMV

WI Networks 88 , 689. FMV

Lillipution Systems 6 , 652 , 857. FMV

Digital Generation (Formely Peer39 Inc) 95 , 479. FMV

Orsan Medical Tech 12 030 450. FMV

Aspen Aerogels 35 000 000. FMV

Memjet Entities 418 215 137. FMV

Ascent India Fund III Pvt Ltd 5 , 301 , 257. FMV

JMI VI CC AIV A LP 1 , 220 , 595. FMV

232421 06-06-12 Schedule D (Form 990)

3116231112 143820 202GKFF 2012 . 05000 George Kaiser Family Founda 202GKFF1

ily Foundation • 73-1 574 370 Paae 5

I Part XIII I Surmlemental Information (continued)

Part VII Investments - Other Securitie s. See Form 990, Part X, line 12(a) Description of security or category

(including name of security)(b) Book value

(c) Method of valuation:Cost or end-of-year market value

Arcturus Capital 7 , 248 , 039. FMV

Arsenal Capital LP 1 , 010 , 958. FMV

Arsenal Capital Partners II LP 12 101 430. FMV

Baring Asia Private Equity 17 039 901. FMV

Bernstein Money Mgr Account 3 , 283. FMV

Blue River Capital 11 014 253. FMV

Caduceus II 3 , 638 , 990. FMV

Canvasback Partners 630 284. FMV

Cartesian Iris 29 , 165 , 408. FMV

CIC CTI 656 886. FMV

CIC II LP 8 , 240 , 290. FMV

Denham Commodity Partners Fund IV 4 , 666 , 133. FMV

Enterprise Venture Fund 37 635 300. FMV

Evergreen IV LP 6 , 826 , 183. FMV

Evergreen V LP 13 , 446 , 221. FMV

GSCP Expro 26 , 000 , 000. FMV

Hall Capital Partners 5 , 378 , 609. FMV

JP Morgan Global 2 , 689 , 530. FMV

KPS Special Situations Fund 8 , 898 , 945. FMV

MacQuarie Pastoral Fund 35 874 900. FMV

Matlin Patterson 573 286. FMV

MSPE Metro Investors LP 11 824 684. FMV

New NIB Partners II 31 490 271. FMV

Orchid Asia III 7 , 566 , 976. FMV

Pinto America LP 25 516 550. FMV

Polish Enterprise Fund 10 191 977. FMV

232421 06-06-12 Schedule D (Form 990)32


Schedule D Form 990) George Raiser Family Foundation • 73-1574370 Page 5

Part Klll Supplemental Information (continued)

Part VII Investments - Other Securities . See Form 990, Part X, line 12.

(a) Description of security or category(including name of security)

(b) Book value(c) Method of valuation:

Cost or end-of-year market value

Prescott Group 144 386 548. FMV

Stata Venture Partners 39 719 548. FMV

Stata Ventures Israel III 61 338 008. FMV

Terra Firma LP 2 , 694 , 835. FMV

Hall Capital Partners II 5 , 434 , 583. FMV

Yiheng Capital Partners 31 050 156. FMV

Silchester International Advisors 30 405 474. FMV

Harris Associates Global 29 925 849. FMV

Longworth <1 , 807 , 011. > FMV

Housatonic Equity Investors V LP 2 , 010 , 425. FMV

4D Global Energy Investments PLC 2 , 212 , 584. FMV

Japan Special Situations II 52 966 818. FMV

Orbimed Private Inv IV LI 11 661 551. FMV

Lasalle Capital Fund II-A LP 289 425. FMV

Global Timber Investors 9 24 490 777. FMV

Aetos Capital Asia 1 , 331 , 331. FMV

CVC Equity Partners 474 225. Cost

Tulsa County Ind. Auth Bonds 10 000 000. Cost

Sandridge Warrants 4 , 869 , 100. Cost

JMI Equity VII 4 , 780 , 164. Cost

Varden Pacific Oppt. Partners 17 105 176. Cost

Woody Guthrie Archives 287 500. Cost

Lane Five Partners , LP 12 671 196. Cost

Patria Brazilian PE Fund IV , LP 21 , 829. Cost

Halstatt Real Estate Partners 13 070 542. Cost

ArcLight Energy partners Fund 5 , 995 , 880. 1 Cost

232421 06-06-12 Schedule D (Form 990)


Schedule D Form 990 George Raiser Family Foundation 73-1574370 Page 55

Part X111 Supplemental Information (continued)

Part VII Investments - Other Securities . See Form 990, Part X, line 12.(a) Description of security or category

(including name of security)(b) Book value

(c) Method of valuation:Cost or end-of-year market value

Virgo Pine 10 785 841. Cost

Ascentium Private Equity 3 , 950 , 000. Cost

Stepstone Secondary Oppt. 2 , 281 , 035. Cost

Crown Bioscience 5 , 000 , 000. Cost

TeraDiode , Inc. 2 , 999 , 999. Cost

Swaps , Derivatives and Other Financial Instruments 30 849 515. Cost

VallabhdasKanji Limited 3 , 109 , 091. Cost

eYantra 3 , 846 , 120. FMV

Bombay Stock Exchange 33 503 611. FMV

GMR Energy 12 898 762. Cost

Argonaut Investments 16 800 032. FMV

GRFF Investments <10 , 275 , 233. > FMV

Killdeer Fund 3 , 771 , 494. FMV

Maya Maritime 144 , 081 , 561. FMV

CIC Drumco Partners <283. FMV

Aetos Capital Asia II T.E. 19 284 039. FMV

DBRE lA SIV Feeder 6 , 757. Cost

DBRE 1B 207 291. Cost

DBRE 1B SIV Feeder 115 406. Cost

Polish Enterprise VI 16 , 431 , 336. FMV

Sweetmart Fund 430 886. FMV

Orbimed Private Inv. 343 828. Cost

Westriver Capital LP 5 , 499 , 220. FMV

Westriver Mezzanine Loans , LLC 5 , 435 , 786. FMV

CIC III LP 2 , 475 , 173. FMV

Pangea Two LP 4 , 308 , 716. FMV

232421 06-06-12 Schedule D (Form 990)


Schedule D (Form 990) George Ra4Pser Family Foundation is 73-1574370 Page 5

Supplemental Information


232421 0606- 12 Schedule D (Form 990)

Stateme0of Activities Outside the Unid States OMB No 1545-00,

(Form 990) ► Complete if the organization answered "Yes" to Form 990,2012Part IV, line 14b , 15, or 16.Open to PuttDepartment of the Treasury ► Attach to Form 990. ► See separate instructions.

Internal Revenue Service Inspection


George Kaiser Family Foundation 1 73-1574370

Part I General Information on Activities Outside the United States . Complete if the organization answered 'Yes'to Form 990, Part IV, line 14b.

1 For grantmakers . Does the organization maintain records to substantiate the amount of its grants and other assistance,

the grantees ' eligibility for the grants or assistance , and the selection criteria used to award the grants or assistance 's Yes = No

2

3

For grantmakers . Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the

United States

Activities ner Renlnn (The followinn Part I Imp 3 tahle can he dunlicatari if arlriitinnsi snare is need eel 1

(a) Region ( b) Number of (c) Number of (d) Activities conducted in region (e) If activity listed in (d) (f) Totaloffices employees ,

agents and(by type) (e g , fundraising , program is a program service , expenditures

the regionin,

independent services, investments , grants to describe specific type for and

contractors recipients located in the region ) of service (s) in regioninvestments

in reg ion in region

Central America and I nvestments-

the Caribbean - Book Value 72 038 610.

East Asia and the I nvestments-

Pacific - B ook Value 39 477 288.

Europe ( Including

Iceland & Greenland ) I nvestments-

Book Value 35 269 607.

Middle East and I nvestments-

North Africa - B ook Value 26 074 322.

North America -

Canada and Mexico , I nvestments-

but Book Value 31 490 271.

South Asia -

Afghanistan , I nvestments-

Bangladesh , B ook Value 02 835 826.

Sub-Saharan Africa I nvestments-

Angola , B ook Value 40 539 152.

East Asia and the

Pacific - I nvestment 516.

3 a Sub-total 0 0 1 3 47 , 725 , 592.

b Total from continuation

sheets to Part I 0 4 539 994.

c Totals (add lines 3a

and 3b 0 4 1 3 48 , 265 , 586.

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule F (Form 990) 2012

23207112-10-12


Schedule F Form 990 George xaiseeamily Foundation • 73-1574370 PagelPart I Continuation of Activities per Region . (Schedule F (Form 990), Part 1, line 3)

(a) Region (b) Number of (c) Number of (d) Activities conducted in region (e) If activity listed in (d) (f) Totaloffices employees or (by type) (i e., fundraising, is a program service, expenditures

in the region agents in program services, grants to descnbe specific type for regionregion recipients located in the region) of service(s) in region

Sub-Saharan Africa -

Angola , 3 Investments 388 883.

North America -

Canada and Mexico,

but Investments 31 , 392.

South Asia -

Afghanistan,

Bangladesh , Investments 2 1 969.

Central America and

the Caribbean - Investments 10 , 000.

Europe (Including

Iceland & Greenland)

1 I nvestments/Ship Charter 105 358.

Middle East and -

North Africa - Investments 1 392.

Totals 01.1 1 4 539 994.

23218105-01-12


Schedule F Form 990 2012 George Kaiser Family Foundation 73-1574370 Page 2

Part 11 Grants and Other Assistance to Organizations or Entities Outside the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any

recipient who received more than $5,000 Part II can be duplicated if additional space is needed

1(a) Name of organization

(b) IRS code section

and EIN (if applicable)(c) Region

(d) Purpose of

grant

(e) Amount

of cash grant

(f) Manner of

cash disbursement

(g) Amount ofnon-cashassistance

(h) Descriptionof non-cashassistance

(i) Method ofvaluation (book, FMV,

appraisal, other)

2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by

the IRS, or for which the grantee or counsel has provided a section 501 (c)(3) equivalency letter

3 Enter total number of other organizations or entities

Schedule F (Form 990) 2012

23207212-10-12 38

Schedule F (Form 990) 2012 George Kaiser Family Foundation 73-1574370 Page 3

Part III Grants and Other Assistance to Individuals Outside the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 16

Part III can be duplicated if additional space is needed

(a) Type of grant or assistance (b) Region(c) Number of

recipients(d) Amount ofcash grant

(e) Manner ofcash disbursement

(f) Amount ofnon-cashassistance

(g) Description ofnon-cash assistance

(h) Method ofvaluation

(book, FMV,appraisal, other)


0

0

23207312-10-12 39

Schedule F Form 990 2012 George Raiser Family Foundation • 73-1574370 Page 4

Part IV Foreign Forms

1 Was the organization a U.S transferor of property to a foreign corporation during the tax year'? If "Yes," the

organization may be required to file Form 926, Return by a U.S Transferor of Property to a Foreign

Corporation (see Instructions for Form 926)

2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization

may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and

Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With

a U S Owner (see Instructions for Forms 3520 and 3520-A)

3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes,"

the organization may be required to file Form 5471, Information Return of U.S Persons With Respect To

Certain Foreign Corporations (see Instructions for Form 5471)

4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a

qualified electing fund during the tax year? If "Yes, " the organization may be required to file Form 8621,

Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund

(see Instructions for Form 8621)

5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes,

the organization may be required to file Form 8865, Return of U S Persons With Respect To Certain

Foreign Partnerships (see Instructions for Form 8865)

6 Did the organization have any operations in or related to any boycotting countries during the tax year? If

"Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions

for Form 5713)

I X-1 Yes El No

El Yes 0 No

xJ Yes ED No

Yes 0 No

Yes EJ No

Yes x[ No


23207412-10-12


=orm 990) 2012 George KaisY Fami

Supplemental Information• 73-1574370

Complete this part to provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method;amounts of investments vs. expenditures per region), Part II, line 1 (accounting method); Part III (accounting method), and Part III, column(c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information.

232075 12-10-12 Schedule F (Form 990) 2012


SCHEDULE I OMB No 1545-0047

(Form 990) Grants and Other Assistance to Organizations,

20 1 2Governments , and Individuals in the United States

Department of the Treasury Complete if the organization answered "Yes" to Form 990, Part IV, line 21 or 22. Open to PublicInternal Revenue Service ► Attach to Form 990. Inspection



Part I General Information on Grants and Assistance

1 Does the organization maintain records to substantiate the amount of the grants or assistance , the grantees' eligibility for the grants or assistance, and the selection

criteria used to award the grants or assistance '? El Yes No

2 Describe in Part IV the organization's procedures for monitorin g the use of g rant funds in the United States

Part II Grants and Other Assistance to Governments and Organizations in the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 21, for any

redolent that received more than $5,000 Part II can be duplicated if additional space is needed

1 (a) Name and address of organization (b) EIN (c) IRC section (d) Amount of (e) Amount of f) Method of (g) Description of (h) Purpose of grantor government if applicable cash grant non-cash

valuation (book,FMV, appraisal,

non-cash assistance or assistanceassistance other)

AFP of Eastern Oklahoma

P. O. Box 2974

Tulsa, OK 74104 73-1313509 01c(3) 5 , 000. 0, uman Services 2012

Broken Arrow Neighbors

322 W Broadway

Broken Arrow , OK 74012 73-1195548 01c(3) 25 , 000. 0. Human Services 2012

Tulsa CASA, Inc.

700 S Boston, Suite 230

Tulsa, OK 74119 73-1312870 01c(3) 35 , 000. 0. Human Services 2012

Campfire USA

706 S. Boston

Tulsa, OK 74119 73-0579231 01c(3) 155 000. 0. Human Services 2012

Catholic Charities Diocese of

Tulsa - P. 0. Box 580460 - Tulsa,

OK 74158 53-0196620 01c(3) 100 000. 0. C ommunity Health 2012

The Center for Ind. w/ Physical

Challenge - 815 S Utica - Tulsa,

OK 74104 73-6070545 01c(3) 20 , 000. 0. 1 1 Human Services 2012

0

2 Enter total number of section 501 (c)(3) and government organizations listed in the line 1 table ►3 Enter total number of other organizations listed in the line 1 table ►

LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990. Schedule I (Form 990 ) (2012)

2321014 212-18-12

Schedule) Form 990 George Kaiser Family Foundation 73-1574370 Pagel

Part 11 Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.)

(a) Name and address of (b) EIN (c) IRC section (d) Amount of (e) Amount of (f) Method of (g) Description of (h) Purpose of grantorganization or government if applicable cash grant non-cash valuation non-cash assistance or assistance

assistance (book, FMV,appraisal, other)

Child Abuse Network, Inc

2829 S. Sheridan

Tulsa , OK 74129 73-1325326 01c(3) 55 , 000. 0. Human Services 2012

Community Action Project Tulsa

4606 S Garnett, Suite 100 Kendall-Whittier Promise

Tulsa , OK 74146 73-1019247 01c(3) 250 000. 0. Neighborhood Efforts

Community Service Council of

Greater Tulsa - 16 E 16th St.,

Suite 202 - Tulsa , OK 74119 73-0580282 01c(3) 50 , 000. 0, ulsa Reentry One-Stop

Credit Counseling Ctrs of Okla.

4646 S. Harvard


Domestic Violence Intervention

Services - 4300 S Harvard, Suite

100 - Tulsa , OK 74135 73-1028332 5 0 600. 0. Employee Match

Family and Children's Services

650 S Peoria Avenue

Tulsa , OK 74120 73-0580270 501c(3) 1 , 039 , 814. 0. omen in Recovery Program

4Girl Scouts of Magic Empire

Council - 2432 E 51st St - Tulsa, Juliette Lowe Leadership

OK 74105 73-0579240 01c(3) 10 , 000. 0. S ociety

Hospice of Green Country

1120 S. Boston Avenue, Suite 200

Tulsa , OK 74119 73-1261742 01c(3) 30 , 000. 0. C ommunity Health 2012

Indian Healthcare Resource Ctr

550 S. Peoria Pharmacy Assistance

Tulsa , OK 74120-3820 73-1042545 01c(3) 11 900. 0. 1 P roject

Schedule I (Form 990)

0

23224105-01-12 43

Schedule) Form 990 George Kaiser Family Foundation 73-1574370 page 1

Part fl Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.)



Iron Gate Trust

501 S. Cincinnati

Tulsa , OK 74103 20-3164551 01c(3) 8 , 000. 0. Restaurant Week

John 3:16 Mission

205 E. Pine St., #103


Legal Aid Services of OK

907 S. Detroit, Suite 725

Tulsa , OK 74120 73-1022203 Olc(3) 84 , 880. 0. Human Services 2012

LIFE Senior Services

5950 E 31st St


Living Arts

307 E. Brady Street

Tulsa , OK 74120 23-7394502 01c(3) 120 000. 0. EBEDA 2012

Meals on Wheels of Metro Tulsa

12620 E. 31st ST.


Mental Health Assoc in Tulsa

1870 S Boulder Avenue arrow Mental Health

Tulsa , OK 74119 73-0657931 Olc(3) 10 , 000. 0. symposium

Neighbors Along the Line

5000 Charles Page Blvd.


The Oklahoma Conference for

Community and Justice - 100 W.

Fifth Street, LL-1030 - Tulsa, OK

74103 87-0744050 01c(3) 2 000. 0. 1 1 ulsa Unites Ad


0

23224105-01-12 44

Schedule) Form 990 George Kaiser Family Foundation 73-1574370 PagelPartii Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990). Part II )



RSVP

5756 E. 31st St.


Resonance:Support Center for

Women, Inc, - 1608 S. Elwood

Avenue - Tulsa , OK 74134 73-1023752 01c(3) 75 , 000. 0. Human Services 2012

Restore Hope Ministries

2960 Charles Page Blvd.

Tulsa , OK 74127 73-1037026 01c(3) 100 000. 0. Human Services 2012

TSHA, Inc,

8740 E. 11th St,, Suite A


Tulsa C.A.R.E.S.

3507 E. Admiral Place

Tulsa, OK 74115 73-1388569 01c(3) 100 000, 0. C ommunity Health 2012

Visiting Nurse Association

7875 East 51st Street

Tulsa , OK 74145 73-1130509 01c(3) 30 , 000. 0. ommunity Health 2012

Volunteers of America of OK

9605 E. 61st St.


Western Neighbors Inc

P. 0. Box 570976

Tulsa , OK 74157-0976 73-1109460 01c(3) 10 , 000. 0. H uman Services 2012

12 & 12, Inc,

6333 E. Skelly Drive

Tulsa , OK 74135 73-1242962 Olc(3) 75 , 000. 0, uman Services 2012


0

23224105-01-12 45


Part 11 Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II )



Emergency Infant Services

222 S. Houston Avenue East Tulsa Collocation

Tulsa , OK 74127 73-1039524 01c(3) 50 , 000. 0. P roject

Community Food Bank of E OK

1304 N. Kenosha Avenue

Tulsa , OK 74106 73-1184980 01c(3) 365. 0. Employee Match

Tulsa Day Center for the Homeless

415 West Archer

Tulsa , OK 74103 73-1557819 01c(3) 35 , 000. 0. H uman Services 2012

Oklahoma Caring Foundation

1215 S. Boulder Avenue


OK Partnership for School

Readiness Found., Inc. - 421 NW

13th Street, Suite 270 - Oklahoma

City , OK 73103 30-0213815 01c(3) 50 , 000. 0. each Out & Read Oklahoma

Tulsa Comm. College Found.

7505 W. 41st Street

Tulsa , OK 74107 23-7103807 01c(3) 1 , 500. 0. ay of Vision

Dillon International

3227 E 31st St Suite 200

Tulsa, OK 74105 73-1078800 0lc(3) 2 , 500. 0. Human Services 2012

KIPP Tulsa College Preparatory

1661 E. Virgin St.

Tulsa , OK 74106 11-3740269 01c(3) 120 000. 0. General Operations 2012

Arts and Hum. Council of Tulsa

2210 S. Main Brady Business Owners

Tulsa, OK 74114 73-0713551 01c(3) 5 , 000. 0. A ssoc.


0

23224105.01-12 46


Part ll Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.)



Assistance League of Tulsa

3408 E. 11th St.


American Red Cross

10151 E. 11th Street

Tulsa , OK 74128 53-0196605 Olc(3) 2 , 500. 0. R ed Cross Rescue Gala

Oklahoma Center for Non-Profits

1145 S Utica, Suite 1100

Tulsa, OK 74104 73-1501645 Olc(3) 30 , 000. 0. Human Services 2012

Clarehouse, Inc.

7617 S. Mingo Road

Tulsa, OK 74133 73-1603851 501c(3) 5 , 000. 0. October 2012 Event

The DREAM Institute

P 0 Box 52785


Gatesway Foundation

1217 E. College

Broken Arrow , OK 74012 73-0746440 0lc(3) 15 , 000. 0. Human Services 2012

Good Samaritan Health Svcs.

1725 E. 19th Street, Suite 103

Tulsa , OK 74101 73-1559561 Olc(3) 83 , 000. 0. C ommunity Health 2012

Kendall-Whittier, Inc

P 0 Box 4165

Tulsa , OK 74159 73-1016797 01c(3) 20 , 000. 0, uman Services 2012

League of Women Voters Metro Educ.

Fund - 3336 East 32nd St Suite 1B athfinders Award-Nancy

- Tulsa , OK 74135 73-6226496 01c(3) 500. 0. cDonald


0

23224105-01-12 47


Part tl Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II )



The Little Light House

5120 East 36th St


Tulsa Lawyers for Children, Inc.

P 0 Box 2254

Tulsa OK 74101 73-1593275 01c(3) 25 , 000. 0. H uman Services 2012

Palmer Continuum of Care

P. O. Box 580700

Tulsa, OK 74158-0700 56-2302027 501c(3) 70 , 000. 0. Human Services 2012

Rebuilding Tulsa Together

P 0 Box 52201


Stand in the Gap Ministries

3939 S. Harvard Avenue, Suite 120


Autism Center of Tulsa

6585 S. Yale, Suite 410


Tulsa Opera


Tulsa , OK 74119 73-0643311 5 0 25 , 000. 0. Dead Man Walking

Tulsa Zoo Management, Inc.

6421 E. 36th Street North

Tulsa, OK 74115 73-0930870 501c(3) 5 , 000. 0. Waltz on the Wild Side

Tristesse Grief Center

3930 E. 31st Street

Tulsa , OK 74135 73-1619790 01c(3) 5 , 000. 0. uman Services 2012


I

23224105-01-12 48

Schedule) Form 990 George Kaiser Family Foundation 73-1574370 page 1

Part tl Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II )



Big Brothers Sisters of Green

Country - 5840 S. Memorial Road,

Suite 105 - Tulsa , OK 74145 73-1226237 01c(3) 40 , 000. 0. Human Services 2012

Helping Hands Ministry

709 S. Boston Avenue

Tulsa , OK 74119 73-1501065 01c(3) 40 , 000. 0. H uman Services 2012

Eastern Okla. Donated Dental

Services, Inc. - 3741 S. Peoria -

Tulsa, OK 74105 41-2103655 01c(3) 175 000. 0. C ommunity Health 2012

Global Gardens

P. O. Box 52034


H.O.P.E. Testing Clinic

3540 E. 31st Street, Suite 3

Tulsa, OK 74135 73-1537952 01c(3) 80 , 000. 0. C ommunity Health 2012

Jasmine Moran Children's Museum

P. O. Box 1828

Seminole , OK 74818-1828 73-1335990 501c 5 , 000. 0. eneral Operations

Neighbor for Neighbor

505 East 36th Street North


University of Oklahoma Found.

4502 E. 41st Street Social Mission in Medical

Tulsa, OK 74135 73-6091755 01c(3) 50 , 000. 0. Education

Philbrook Museum of Art

2727 S. Rockford Road

Tulsa, OK 74114 73-0579279 01c(3) 10 , 000. 0. EBEDA 2012


0

23224105-01-12 49





Saint Simeon's Foundation

3701 N. Cincinnati Avenue


TCF - Admin. Fees

7030 S Yale, Suite 600

Tulsa , OK 74136 73-1554474 01c(3) 340 662. 0, dministrative Fees

Tulsa Community Foundation

7030 S Yale Suite 600 lair Crow-Creek River

Tulsa , OK 74136 73-1554474 01c(3) 15 000 000, 0. Development


7030 S. Yale Avenue, Suite 600 uthrie Green Programming

Tulsa, OK 74136 73-1554474 01c(3) 420 000, 0. and


7030 S. Yale Avenue, Suite 600 Cherry Street Farmers

Tulsa, OK 74136 73-1554474 01c(3) 6 , 500. 0. arket

Tulsa Habitat for Humanity Inc

6235 E. 13th Street


•Tulsa Community Foundation

7030 S Yale Ave, Suite 600

Tulsa , OK 74136 73-1554474 01c(3) 1 , 000. 0. Dodson Family Fund

Tulsa Project Woman, Inc,

P. O, Box 14026

Tulsa, OK 74159 73-1616817 01c(3) 85 , 000. 0. C ommunity Health 2012

University of Tulsa

600 S College Ave,

Tulsa , OK 74104 73-0579298 01c(3) 530 684, 0. ixed Use Building


23224105-01-12 50 l^

G

Schedulel Form 990 George Kaiser Family Foundation 73-1574370 Pagel

Part II Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.)



YMCA of Greater Tulsa

420 S. Main St., Suite 200 Summer Learning Institute

Tulsa , OK 74103 73-0579269 01c(3) 75 , 000. 0. 012

Youth at Heart

P. O. Box 35798

Tulsa OK 74153 73-1043630 01c(3) 15 , 000. 0. Human Services 2012

Youth Services of Tulsa

311 S. Madison Ave,

Tulsa , OK 74120 73-0785251 01c(3) 150 000, 0. Human Services 2012

Arts Foundation

2442 E. 31st Street

Tulsa , OK 74105 73-1355358 01c(3) 10 , 000. 0. Ronald Radford


7030 S Yale Ave Suite 600

Tulsa , OK 74136 73-1554474 01c(3) 10 , 000. 0. Sheri Curry Program

B'nai Brith Youth Organization

2020 K Street, NW 7th Fl

Washington , DC 20006 52-1805534 01c(3) 18 , 250. 0. arch of the Living

Tulsa Girls Art School Project

2202 E. Admiral Blvd.

Tulsa , OK 74110 20-8882475 01c(3) 12 , 500. 0. eneral Operating

The Bridges Foundation

1345 N. Lewis Ave



7030 S Yale Ave Suite 600 ousef Khaafar

Tulsa , OK 74136 73-1554474 01c(3) 35 000, 0. 1 1 Documentary


0

23224105-01-12 51






7030 S Yale Ave, Suite 600 /O Lynn Sossamon




Tulsa , OK 74136 73-1554474 01c(3) 2 , 500. 0. E nd of the World Party



Tulsa , OK 74136 73-1554474 01c(3) 25 , 000. 0. Family Safety Center Fund

Tulsa City-County Health Dept.

5051 S 129th E Ave. Community Health Needs

Tulsa , OK 74134 73-1483099 01c(3) 37 500. 0. ssessment


7030 S Yale Ave, Suite 600 Helping Women Recover

Tulsa , OK 74136 73-1554474 01c(3) 323 164. 0. and



Tulsa , OK 74136 73-1554474 01c(3) 10 , 000. 0. Jim East Family Fund

First Five Years Fund

33 W Monroe St, Suite 2400

Chicago , IL 60603 36-3186328 01c(3) 250 000. 0. 012

Metropolitan Tulsa Urban League

240 E. Apache Street

Tulsa , OK 74106 73-0610288 0lc(3) 20 , 000. 0. Human Services 2011

National Council on Teaching lational Rating of

Quality - 1341 G Street NW, Suite niversity Schools of

720 - Washington , DC 20005-3111 04-3536571 01c(3) 25 , 000. 0. ducation


0

232241 5 205-01-12

Schedule) Form 990 George Kaiser Family Foundation 73-1574370 Page 1




Oklahoma Aquarium

300 Aquarium Dr

Jenks , OK 74037 73-1317935 01c(3) 10 , 000. 0. EBEDA 2012

Oklahoma Summer Arts Institute

111 N. W. 9th Street

Oklahoma City OK 73072 73-1021165 01c(3) 15 , 000. 0. : EBEDA 2012

Oklahoma Center for Poets and

Writers - 700 N. Greenwood -

Tulsa , OK 74106 73-6097060 01c(3) 15 , 000. 0. EBEDA 2012

Oklahoma Business & Education

Coalition - P. O. Box 2300 -

Tulsa , OK 74192 73-1588138 01c(3) 12 , 000. 0. embership Dues



Tulsa , OK 74136 73-1554474 01c(3) 50 , 000. 0. Kendall Whittier Fund


7030 S Yale Ave, Suite 600 Kendall Whittier Park

Tulsa , OK 74136 73-1554474 01c(3) 2 , 300 , 000. 0. and



Tulsa , OK 74136 73-1554474 01c(3) 500. 0. Lemonade Day Fund

Tulsa's Future, Inc

Two West 2nd St, Suite 150

Tulsa , OK 74103 23-7033283 01c(3) 30 , 000. 0. Annual Campaign

United Way of ORC


Oklahoma City , OK 73101 73-0589829 01c(3) 10 , 000. 0. 012 Campaign


0

23224105-01-12 53


Part it Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.)




7030 S Yale Ave, Suite 600 etwork Administrator

Tulsa , OK 74136 73-1554474 01c(3) 14 , 500. 0. and

Woody Guthrie Coalition, Inc,

P 0 Box 661

Okemah OK 74859 73-1548092 01c(3) 2 , 500. 0. EBEDA 2012

Pass-through contributions from

K-1's 01c(3) 4 , 378. 0. eneral Support

American Heart Association

2227 E. Skelly Drive

Tulsa , OK 74105 13-5613797 01c(3) 15 , 000. 0, C ommunity Health 2012

Circle of Care (Pearls Hope)


Oklahoma City , OK 73106 73-0975224 01c(3) 20 , 000. 0. Human Services 2012

Bounce Learning Network, LLC

33 W. Monroe Street, Suite 2400 raining & Tech Program

Chicago , IL 60603 36-3186328 01c(3) 100 000, 0, or Educare

Harvest House Outreach Inc.

1439 East 71st Street

Tulsa , OK 74136 20-3781764 0lc(3) 3 , 000. 0. Human Services 2012

Cameron University Foundation Inc,

2800 W. Gore Blvd. Pre-Medical Studies

Lawton OK 73505 23-7168952 01c(3) 17 , 000. 0. S cholarship

Oklahoma Humanities Council

428 W. California Avenue

Oklahoma City , OK 73102 73-0951965 01c(3) 4 , 500. 0, EBEDA 2012


0

2322415 405-01-12


Part ii Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.)




7030 S Yale Ave, Suite 600 etwork Administrator

Tulsa , OK 74136 73-1554474 01c(3) 14 , 065. 0. and

Oklahoma Israel Exchange Inc,

710 W. Wilshire Blvd,, Suite 103

Oklahoma City OK 73116-7736 73-1519817 01c(3) 1 800. 0, o Honor Ann Hargis, ,

Choregus Productions, Inc,

5272 S. Lewis, Suite 236

Tulsa , OK 74105 26-4178606 01c(3) 10 000. 0. EBEDA 2012


7030 S Yale Ave Suite 600 Friends of Oklahoma

Tulsa , OK 74136 73-1554474 01c(3) 5 , 000. 0. H istory Center


7030 S Yale Ave, Suite 600 R Efforts for OR Pop

Tulsa , OK 74136 73-1554474 01c(3) 23 , 300. 0. useum



Tulsa , OK 74136 73-1554474 01c(3) 6 , 730. 0. K Pop



Tulsa , OK 74136 73-1554474 Olc(3) 705 000, 0. klahoma Watch Fund


7030 S Yale Ave, Suite 600 Phil & Adriane Lakin Fund

Tulsa , OR 74136 73-1554474 0lc(3) 2 , 000. 0. Employee Match


7030 S Yale Ave Suite 600 Prizes for Excellence in

Tulsa , OK 74136 73-1554474 Olc(3) 100. 0. its


0

23224105.01-12 55






7030 S Yale Ave, Suite 600 Rent Subsidy/TFA

Tulsa, OK 74136 73-1554474 01c(3) 20 , 500. 0. partments



Tulsa OK 74136 73-1554474 01c(3) 150. 0. i & Rita Levit Fund



Tulsa, OK 74136 73-1554474 01c(3) 500. 0. S igma Pi Phi Fraternity


7030 S Yale Ave, Suite 600 rake Control Initiative

Tulsa , OK 74136 73-1554474 501c(3) 450 000. 0. and


7030 S Yale Ave, Suite 600 uthrie Green-Theatre

Tulsa, OK 74136 73-1554474 5 01c 150 000. 0. isc.

DaySpring Villa Women & Children's

Shelter - P. O. box 1588 - Sand

Springs , OK 74063 73-1474319 501c(3) 20 , 000. 0. Human Services 2012

4Tulsa Community Foundation

7030 S Yale Ave, Suite 600 Work Advance Program &

Tulsa , OK 74136 73-1554474 501c(3) 2 , 767 , 100. 0. Save USA

Oklahoma Life Skills Association

551 North 28th West Avenue


Parkside Psychiatric Hospital

1620 E. 12th Street

Tulsa , OK 74120 73-1280067 01c(3) 35 000. 0. 1 1 C ommunity Health 2012


0

0

23224105-01-12 56





Tulsa Performing Arts Center Trust

110 E. Second Street

Tulsa , OK 74103-3212 23-7296813 01c(3) 17 , 500. 0. EBEDA 2012

Dress for Success

1109 S. Peoria Avenue

Tulsa OK 74120 04-3719628 01c(3) 3 , 000. 0, Human Services 2012

Public Radio Tulsa (KWGS)

600 S. College Avenue

Tulsa , OK 74104-3189 73-0579298 01c(3) 220. 0. Employee Match

Southern Poverty Law Center

400 Washington Avenue

Montgomery , AL 36104 63-0598743 Olc(3) 250. 0. orris Dees Project

Sunbeam Family Services, Inc.

616 N. W. 21st Street

Oklahoma City , OK 73103 73-0590119 01c(3) 500 000. 0. Inasmuch Swaps 2012

Foundation for Tulsa Schools

3027 S. New Haven, 8600 Safe Routes to School

Tulsa , OK 74114 73-1612027 5 01c(3) 10 , 000. 0. Program

FPG Child Development

Institute-Univ. of North Carolina

- 105 Smith Level Road - Chapel

Hill , NC 27599 56-6001393 01c(3) 185 326. 0. Randomized Clinical Trial

Langston University Foundation

Page Hall, Suite 311 th Presidential

Langston , OK 73050 11-3815948 01c(3) 5 , 000. 0. S cholarship Gala

Leadership Tulsa

1717 S. Boulder aragon Award in Tulsa

Tulsa , OK 74119 73-1042332 01c(3) 5 , 000. 0. eople


0

232241 5 705-01-12

Schedule) Form 990 ) George Kaiser Family Foundation 73-1574370 Pagel

Port 11 Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.)



Lindsey House

601 S. Elgin Avenue


Morton Comprehensive Health

1334 N. Lansing Avenue Robert Russa Gala &

Tulsa OK 74106 73-1177858 01c(3) 25 , 000. 0. Symposium

New Hope Camp, Inc.

501 South Cincinnati Avenue


Oklahoma Policy Institute

P. O. Box 14347

Tulsa , OK 74159 33-1178624 01c(3) 150 000. 0. General Operations 2012

Oklahoma Visual Arts Coalition

730 W. Wilshire, Suite 104

Oklahoma City , OK 73116 73-1328072 0lc(3) 12 , 500. 0. EBEDA 2012

Oklahomans for Equality

P. O. Box 2687


Southeastern Foundation

P. O. Box 4187 re-Medical Studies

Durant , OK 74701 73-0765384 01c(3) 20 , 000. 0. S cholarship-Year 3

Tulsa Air & Space Museum

3624 N. 74th E. Avenue Children Educational

Tulsa , OK 74115 73-1452965 501c(3) 5 , 000. 0. P rogram

The Tulsa Ballet


Tulsa , OK 74105 73-0667485 01c(3) 70 000, 0, eneral Operations


I

23224105-01-12 58





Tulsa Dream Center

200 W. 46th Street North


Tulsa Glassblowing Studio

P. O. Box 3325

Tulsa OK 74101 26-0646555 01c(3) 25 , 000. 0. EBEDA 2012

Tulsa Historical Society


Tulsa, OK 74114 73-0795545 01c(3) 3 , 000. 0, all of Fame Sponsorship

Tulsa Project Theatre

110 W. Archer Street

Tulsa, OK 74103-2202 27-2218254 01c(3) 10 , 000. 0. EBEDA 2012

Tulsa Press Club Foundation, Inc.

415 S. Boston

Tulsa , OK 74103 26-0796460 Olc(3) 5 , 000. 0. Journalism Lecture

The Parent Child Center of Tulsa

1421 S. Boston Avenue East Tulsa Co-location


Salvation Army Tulsa

116 S. Main Supportive Housing

Tulsa, OK 74119 73-0579266 01c(3) 10 , 000. 0. P rogram

Wreaths Across America

P. O. Box 249

Columbia Falls , ME 04643 20-8362270 501c(3) 5 , 000. 0. Director Allocation

Holland Hall

5666 E. 81st Street

Tulsa, OK 74137 73-0527459 5 01c(3) 1 , 500. 0. Director Grant Program


0

2322415 905-01-12





River Parks Foundation

717 S. Houston, Suite 510

Tulsa , OK 74127 73-1386151 01c(3) 25 , 000. 0. ark Security Patrol

Counseling & Recovery Services of

Oklahoma - 7010 S. Yale Avenue,

Suite 215 - Tulsa , OK 74136 73-1064338 501c(3) 13 , 684. 0. Pharmacy Assist. Project


7030 S Yale Ave, Suite 600 PS Teacher Effectiveness

Tulsa, OK 74136 73-1554474 01c(3) 1 , 500 , 000. 0. I nitiative Fund

Tulsa Community Foundation ulsa County Juvenile

7030 S Yale Ave, Suite 600 uth.

Tulsa, OK 74136 73-1554474 501c(3) 9 , 500. 0. irl Power Program

Community Health Connection

9912 E, 21st Street

Tulsa, OK 74129 04-3766364 501c(3) 11 , 161. 0. Pharmacy Assist. Program


C/O Tulsa Parks, 175 E. 2nd Street ulsa Roots Music Fund

Tulsa , OK 73019 73-1554474 501c 40 , 000. 0, rtist Fees

Greenwood Cultural Center

322 North Greenwood Avenue


Light Opera Oklahoma

2210 S. Main Street

Tulsa, OK 74114 73-1252777 01c(3) 5 , 000, 0. EBEDA 2012

Undercroft Montessori

3745 S. Houston

Tulsa , OK 74135-5604 73-6099978 01c(3) 200. 0. mployee Matc


2322416005-01-12

Schedulel Form 990 George Kaiser Family Foundation 73-1574370 PagelPart 11 Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II )



Tulsa Community Foundation ulsa Roots Music Fund

7030 S Yale Ave, Suite 600 Performance at Guthrie

Tulsa , OK 74136 73-1554474 501c(3) 40 , 000. 0. reen


7030 S Yale Ave, Suite 600 Voices of Oklahoma




/Tulsa , OK 74136 73-1554474 01c(3) 25 , 000. 0. ay Home for Tulsa


7030 S Yale Ave, Suite 600 omen's Heath Fund

Tulsa , OK 74136 73-1554474 01c(3) 165 866. 0, Planned Parenthood Merger


7030 S Yale Ave, Suite 600 omen's Health Fund

Tulsa , OK 74136 73-1554474 01c(3) 1 , 700. 0. Employee Match



Tulsa , OK 74136 73-1554474 Olc(3) 5 , 000. 0. P lanned Parenthood Gala



Tulsa , OK 74136 73-1554474 01c(3) 30 , 000. 0. ommunity Health 2012-RS


7030 S Yale Ave, Suite 600 ommunity Health 2012

Tulsa , OK 74136 73-1554474 Olc(3) 264 000. 0. ulsa Health Dept.

22nd Judicial District CASA, Inc.

514 East 10th Street are Cottage Community

Ada , OK 74820 20-1446234 01c(3) 7 , 500. 0, rant


P

23224105-01-12 61

Schedule) Form 990 George Kaiser Family Foundation 73-1574370 age 1

Part ii Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II )



Ada Area Youth Shelter, Inc.

901 West 18th Street

Ada , OK 74820 73-0802458 01c(3) 7 , 500. 0. C ommunity Grant

Ada Jobs Foundation

209 West Main

Ada OK 74820 73-1544272 01c(3) 5 , 000. 0. C areer & Discovery Day

America Achieves

95 Morton St., Ground Floor

New York , NY 10014 27-3238471 01c(3) 150 000. 0. Results for America

Armed Services YMCA

201 SW 4th Street

Lawton , OK 73501 73-0583931 01c(3) 25 , 000. 0. any Childhood Programs


2210 S. Main St.

Tulsa OK 74114 73-0713551 01c(3) 750. 0. B lue Dome Arts Festival

Arts and Hum . Council of Tulsa

2210 S. Main St.

Tulsa , OK 74114 73-0713551 01c(3) 25 , 000. 0. EBEDA 2012

Arts and Hum . Council of Tulsa

2210 S. Main St.

Tulsa , OK 74114 73-0713551 01c(3) 5 , 000. 0. hloff Fall Show


2210 S. Main St. rolley Service for Brady

Tulsa , OK 74114 73-0713551 01c(3) 5 , 000. 0. D istrict

Arts Foundation

2442 E. 31st Street

Tulsa , OK 74105 73-1355358 01c(3) 5 , 000. 0. PEBEDA 2012


P

2322416 205-01-12


Parti1 Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.)



Bartlesville Community Foundation

302 S. Osage Avenue

Bartlesville , OK 74003 73-1575838 01c(3) 2 , 500. 0. ridges Out of Poverty

Big Brothers Big Sisters

314 S. Broadway, Suite 206 A

Ada , OK 74820 73-1226237 5 01c(3) 5 , 000. 0. C ommunity Grant

The Birth to Five Policy Alliance

P. 0. Box 6756

Leawood , KS 66206 26-2797011 501c 200 000. 0. O perating 2012

B'nai Brith Youth Organization

2020 K Street, NW 7th Fl

Washington , DC 20006 52-1805534 01c(3) 25 , 000. 0. eneral Operations

Boule Foundation

50 Hurt Plaxa SE, Suite 750

Atlanta , GA 30303 34-1304336 Olc(3) 500. 0. Honor of Michael Johnson

Boys & Girls Club of Bartlesville

401 S. Seminole Avenue

Bartlesville , OK 74003 73-0618201 501c(3) 10 , 000. 0. axum Community Grants

Boys & Girls Club of Shawnee

200 E. 9th

Shawnee , OK 74801 73-0579266 01c(3) 5 , 000. 0, C ommunity Grants

Children's Musical Theatre of

Bartlesville, Inc. - 600 SE

Delaware Avenue - Bartlesville, OK

74003 73-1619297 01c(3) 2 , 500. 0, omorrow Campaign

City Parks Alliance, Inc.

2121 Ward Court NW, Floor 5

Washington , DC 20037 80-0015566 01c(3) 2 , 500. 0. embership Dues


0

23224105-01-12 63


PartII Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.)



Clark Theatre

4825 S. Quaker Avenue

Tulsa , OK 74105 73-1586867 01c(3) 2 , 500. 0. ATE Awards

Community Action Project of Tulsa

4606 S Garnett, Suite 100

Tulsa , OK 74146 73-1019247 01c(3) 300 000, 0. Choice Implementation

Community Action Project of Tulsa

4606 S Garnett, Suite 100 Oklahoma Early Childhood

Tulsa , OK 74146 73-1019247 01c(3) 15 000 000, 0. P roject

Community Food Bank of E OK

1304 N. Kenosha Avenue

Tulsa , OK 74106 73-1184980 01c(3) 18 , 673. 0. Restaurant Week 2012


650 S Peoria Avenue

Tulsa , OK 74120 73-0580270 0lc(3) 7 , 020. 0. Newman Women in Recovery


650 S Peoria Avenue

Tulsa , OK 74120 73-0580270 Olc(3) 9 , 900. 0. Pharmacy Assist. Project

Family Crisis & Counseling Center

P. 0. Box 5016

Bartlesville OK 74005 73-1164201 01c(3) 12 , 500. 0. axum Community Grants

Family Crisis center

P. 0. Box 2274

Ada , OK 74820 73-1137514 01c(3) 7 , 500. 0. ommunity Grant

Foundation for Excellence in

Education - 215 S. Monroe Street,

Suite 420 - Tallahassee , FL 32301 26-0615175 01c(3) 50 000. 0. 1 1 Operating Expenses


01

232241 6 405-01-12





Foundation for Tulsa Schools

3027 S. New Haven, #600

Tulsa , OK 74114 73-1612027 01c(3) 38 , 000. 0. F irst Move Program

FPG Child Development

Institute-Univ. of North Carolina

- 105 Smith Level Road - Chapel ducare Implementation

Hill , NC 27599 56-6001393 01c(3) 135 391, 0. S tudy

Gateway To Prevention & Recovery,

Inc, - 1010 E. 45th Street -

Shawnee , OK 74804 73-1215510 501c(3) 10 , 000. 0. C ommunity Grants

Tulsa Girls Art School Project

2202 E. Admiral Blvd.

Tulsa , OK 74110 20-8882475 01c(3) 25 , 000. 0. EBEDA 2012

America Achieves

95 Morton Street, Ground Floor

New York , NY 10014 27-3238471 501c(3) 150 000. 0. Operating

Catholic Charities

P. 0. Box 580460

Tulsa , OK 74158 53-0196620 01c(3) 722. 0. Employees Match

Center for American Progress

1333 H Street, NW, 10th Floor Outreach & Educational

Washington , DC 20005 30-0126510 01c(3) 110 000, 0. E fforts

Clarehouse, Inc,

7617 S. Mingo Road


Community Food Bank of Eastern

Oklahoma - 1304 N. Kenosha Avenue

- Tulsa , OR 74106 73-1184980 01c(3) 210 000, 0. Human Services 2012


0

23224105-01-12 65


Parttl Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II )



Community Health Connection

9912 E. 21st Street

Tulsa , OK 74129 04-3766364 01c(3) 30 , 000. 0. C EO Salary Support

Counseling & Recovery Services of

Oklahoma - 7010 S. Yale Avenue,

Suite 215 - Tulsa , OK 74136 73-1064338 01c(3) 45 , 000. 0. C ommunity Health 2012


650 S Peoria Avenue



650 S Peoria Avenue


Girl Scouts of Magic Empire

Council - 2432 E 51st St - Tulsa,

OR 74105 73-0579240 01c(3) 175 000. 0. Human Services 2012

Harlem childrens Zone, Inc.

35 East 125th Street

New York , NY 10035 23-7112974 01c(3) 15 , 000. 0. F riend of Children Dinner

•Harold Hamm Diabetes Center

2313 North Broadway

Ada , OK 74820 73-6091755 01c(3) 25 , 000. 0, onnect + Cure Event

Heartline, Inc.

P. 0. Box 12832 eartline Festival of

Oklahoma City , OK 73157 73-0800311 01c(3) 2 , 500. 0. H ope

Henthorne Park Friends

4825 S. Quaker Avenue

Tulsa , OK 74105 73-1008952 2 , 500. 1 0. ATE Awards


23224105.01-12 66

Schedulel Form 990 George Kaiser Family Foundation 73-1574370 Page 1

pan II Continuation of Grants and Other Assistance to Governments and Oroanizations in the United States (Schedule I (Form 990), Part II.)

(a) Name and address of (b) EIN (c) IRC section (d) Amount of (e) Amount of (f) Method of (g) Description of (h) Purpose of grant

organization or government if applicable cash grant non-cash valuation non-cash assistance or assistanceassistance (book, FMV,

appraisal, other)

India Development & Relief Fund,

Inc. - 5821 Mossrock Drive - N. Support for Saraswati

Bethesda MD 20852 52-1555563 01c(3) 20 , 000. 0. Jain Seva Samiti

Iron Gate Trust

501 S. Cincinnati

Tulsa , OK 74103 20-3164551 01c(3) 60 , 000. 0. uman Services 2012

Tulsa Jewish Retirement Foundation

2025 E. 71st Street

Tulsa , OK 74136 73-1589120 01c(3) 100 000. 0. Zapital Campaign

John 3:16 Mission

205 E. Pine St., #103

Tulsa OK 74106 73-0744834 01c(3) 250. 0. Employee Match

Kendall-Whittier Main Street, Inc.

601 S. Lewis Avenue

Tulsa , OK 74104 27-2142326 01c(3) 3 , 000. 0. W Main Street Event

KiPP Tulsa College Preparatory

1661 E. Virgin St.

Tulsa , OK 74106 11-37 40269 01c(3) 750. 0. Employee Match

•KIPP Reach College Preparatory

1901 N.E.13th Street

Oklahoma City , OK 73117 30-0005794 01c(3) 50 , 000. 0. Inasmuch Swaps

Little Light House

5120 East 36th St


The Lowe Family Young Scholars

Program, Inc. - 2500 Mountain Road

- Bartlesville , OK 74003 20-8786692 01c(3) 1 , 000. 1 0. 1 1 onor of Rep. Earl Sears


232241 6 705-01-12

Schedulel Form 990 George Kaiser Family Foundation 73-1574370 Page 1




Mary Martha Outreach, Inc.

P. 0. Box 314

bartlesville , OK 74005 73-1588880 01c(3) 5 , 000. 0. axum Community Grants


1870 S Boulder Avenue

Tulsa , OK 74119 73-0657931 01c(3) 2 , 000. 0. Employee Match


1870 S Boulder Avenue

Tulsa , OR 74119 73-0657931 01c(3) 275 000. 0, l umen Services 2012

Morton Comprehensive Health omeless Medication

1334 N. Lansing Avenue Project

Tulsa , OK 74106 73-1177858 01c(3) 112 000. 0. arch Shumann's Salary


1334 N. Lansing Avenue

Tulsa , OK 74106 73-1177858 01c(3) 11 , 162. 0. Pharmacy Assistance



Tulsa , OK 74106 73-1177858 01c(3) 117 000, 0. ommunity Health 2012

•Morton Comprehensive Health


Tulsa , OK 74106 73-1177858 01c(3) 166 000, 0. reaching Health Center

A New Leaf

2306 S. 1st place

Broken Arrow , OK 74012 73-1042760 01c(3) 10 , 000. 0. Human Services 2012

The Knights of Columbus Building

Corp, - 2915 N. Classen, Suite 400 FK Community Service

- Oklahoma City , OK 73106 73-6111020 01c(3) 5 , 000. 0. wards


232241 6 805-01-12





Odeum Theatre

P. 0. Box 571473

Tulsa , OK 74154 45-3607213 501c(3) 5 , 000. 0. ATE Awards

Oklahoma Academy

120 E. Sheridan, Suite 200

Oklahoma City OK 73104 73-1255400 501c(3) 15 , 000. 0. 9th Annual Salute

Oklahoma Christian University

P. 0. Box 11000 old Sponsor Assoc.

Oklahoma City , OK 73136 73-0555460 01c(3) 5 , 000. 0. inner

Oklahoma City National Museum

P. 0. Box 323 Year Capital &

Oklahoma City , OK 73101 73-1472725 01c(3) 125 000. 0.- Endowment

Oklahoma Heritage Association,

Inc. - 1400 Classen Drive - Okla. Hall of Fame

Oklahoma City , OK 73106 73-0784696 501c(3) 5 , 000. 0. B anquet

Oklahoma Policy Institute

P. 0. Box 14347



7030 S Yale Ave, Suite 600 K Public School Resource

Tulsa , OK 74136 73-1554474 01c(3) 1 , 000 , 000. 0. enter

Mary K. Oxley Nature center

Assoc., Inc. - P. 0. Box 35812 - ransp ./ Bussing for

Tulsa , OK 74153 23-7429560 5 01c(3) 4 , 500. 0. S tudents

Park Friends

175 East 2nd Street, Rm 570

Tulsa , OK 74103 73-1008952 Olc(3) 5 , 000. 0. intage Swing Set


0

232241 6 905-01-12





Pets Helping People

2234 E. 56th Place

Tulsa , OK 74105 80-0407977 01c(3) 1 , 000. 0. eneral Operations

Philbrook Museum of Art

2727 S. Rockford Road

Tulsa OK 74114 73-0579279 501c(3) 10 , 000. 0. reative Opportunity Fund

Playhouse Theatre

P. 0. Box 701444

Tulsa , OK 74170 20-8434290 501c 12 , 500. 0. ATE Award

A Pocket of Hope, Inc,

1325 E. Apache


PolicyLink

1438 Webster Street, Suite 303 Promise Neighborhood

Oakland , CA 94612 94-3297479 5 01c(3) 100 000, 0. E fforts

Pro Publica, Inc,

55 Broadway

New York , NY 10006 14-2007220 501c(3) 10 , 000. 0. eneral Operations

Project Safe, Inc,

P. O. box 465

Shawnee , OK 74802 73-1264293 01c(3) 10 , 000. 0. C ommunity Grants

Reading Partners

106 Linden Street, Suite 202

Oakland , CA 94607 77-0568469 01c(3) 1 , 950 , 000. 0. L iteracy Programming

Resources for the Future, Inc,

1616 P Street NW

Washington , DC 20036 53-0220900 01c(3) 10 , 000. 0, Resources 2020


23224105-01-12 70

0

Schedule) Form 990 George Kaiser Family Foundati g n 73-1574370 Pagel


(a) Name and address of (b) EIN (c) IRC section (d) Amount of (e) Amount of (f) Method of (g) Description of (h) Purpose of grant

organization or government if applicable cash grant non-cash valuation non-cash assistance or assistance




Tulsa , OK 74127 73-1386151 01c(3) 25 , 000. 0. Wild Turkey Sponsorship



Tulsa OK 74127 73-1386151 01c(3) 10 , 000. 0. F ireworks Display 2012

Stand for Children

1732 NW Quimby Street, Suite 200 Oklahoma Chapter

Portland , OR 97209 52-1957214 01c(3) 1 000 000. 0. Programming

This Land Press Foundation

1208 S. Peoria Avenue Sounds of Reconciliation

Tulsa , OK 74120 45-2430792 01c(3) 2 000. 0. inner

TSAS Foundation

3441 E. Archer Street


The Tulsa Ballet



Tulsa C.A.R.E.S.

3507 E. Admiral Place

Tulsa , OR 74115 73-1388569 501c(3) 300 000. 0. apital Campaign Support

Tulsa Comm. College Found.

7505 W. 41st Street Sponsorship Honoring

Tulsa , OK 74107 23-7103807 501c 25 , 000. 0. Dr. Keith Ballard

Tulsa County Med. Society Found

5315 S. Lewis Avenue Charitable Medical

Tulsa , OK 75152 73-1393227 Olc(3) 40 , 000. 0. ervices Program


I

232241 7 105-01-12


Part ii Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.)



Tulsa Educare, Inc,

2190 S. 67th E. Avenue

Tulsa , OK 74129 20-1232950 01c(3) 75 , 000. 0. ulsa Children's Project

Tulsa Educare, Inc,


Tulsa , OK 74129 20-1232950 Olc(3) 500 000, 0, ulsa Educare 3

Tulsa Educare, Inc,


Tulsa , OK 74129 20-1232950 01c(3) 1 , 000. 0, ngel Tree

Tulsa Educare, Inc,


Tulsa , OK 74129 20-1232950 01c(3) 40 , 000. 0. each Out & Read

Tulsa Lighthouse Charter Schools

105 E. 63rd Street north

Tulsa , OK 74126 45-2481410 501c(3) 61 , 000. 0. eaeral Operations

Tulsa Opera


Tulsa , OK 74119 73-0643311 01c(3) 60 , 000. 0. EBEDA 2012

inTulsa Opera


Tulsa , OK 74119 73-0643311 501c(3) 35 , 000. 0. eneral Operations 2012

Tulsa Performing Arts Center Trust

110 E. Second Street

Tulsa , OK 74103 23-7296813 01c(3) 165 000, 0. uthrie Green-Theatre

Tulsa Tough

1316 E. 35th Place

Tulsa , OK 74104 27-3283740 01c(3) 75 , 000. 0. ulsa Tough Bike Race


232241 7 205-01-12





Tulsa Zoo Management, Inc.

6421 E. 36th Street North


Tulsa's Future, Inc


Tulsa , OK 74103 23-7033283 501c(3) 225 000. 0. V isit Tulsa

Tulsa's Future, Inc


Tulsa , OK 73019 23-7033283 501c(3) 125 000. 0. Vision 2


4502 E. 41st Street

Tulsa , OK 74135 73-6091755 01c(3) 250 000. 0. Heart Improvement Project


4502 E. 41st Street ducare Implementation

Tulsa , OR 74135 73-6091755 501c(3) 815 100. 0. CE Loan Forgiveness


4502 E. 41st Street

Tulsa , OK 74135 73-6091755 01c(3) 525 000. 0, ulsa Children's Project

isUniversity of Oklahoma Found.

4502 E. 41st Street Healthy Women Healthy

Tulsa , OK 74135 73-6091755 501c(3) 300 000. 0. Future


4502 E. 41st Street

Tulsa , OK 74135 73-6091755 01c(3) 301 695. 0. S chool Based Clinics


4502 E. 41st Street

Tulsa , OK 74135 73-6091755 01c(3) 80 000. 0. 1 1 C ommunity Health 2012


232241 7 305-01-12


Part H Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II.)




4502 E. 41st Street

Tulsa , OK 74135 73-6091755 501c(3) 87 , 000. 0. ducare Health Project

University of Tulsa

600 S College Ave,

Tulsa OK 74104 73-0579298 01c(3) 10 , 000. 0. uthrie Symposium Costs

University of Tulsa

600 S College Ave , Newman Women In Recovery


University of Tulsa

600 S College Ave, Five Year Operating

Tulsa , OK 74104 73-0579298 501c(3) 1 , 250 , 000. 0. S upport

Volunteer Tulsa, Inc,

P. O. box 4196

Tulsa , OK 74159 20-2745596 501c(3) 250. 0. Make a Difference Day

We Are Fab Lab Tulsa, Inc,

P. O, box 14047

Tulsa , OK 74159 30-0638130 5 01c(3) 1 , 250. 0. Fab Tulsa Symposium

Woody Guthrie Foundation

125-131 East Main Street, Suite 20

Mt. Kisco , NY 10549 23-7181690 501c(3) 15 , 000. 0. C atalogue Costs

Youngs Mens Christian Assoc, of

Shawnee OK, Inc, - 700 Saratoga

Street - Shawnee , OK 74804 73-0602462 501c(3) 5 , 000. 0. ommunity Grants

Youth & Family Resource Ctr, Inc,

326 W. 11th Street

Shawnee , OK 74801 73-0795028 01c(3) 10 000, 0. 1 1 ommunity Grants


0

232241 7 405-01-12


Part it Continuation of Grants and Other Assistance to Governments and Organizations in the United States (Schedule I (Form 990), Part II )



Youth & Family Serv. of Wash.

County, Inc. - 2200 SE Washington

Blvd. - Bartlesville , OK 74006 73-1006095 501c(3) 5 , 000. 0. axum Community Grant


7030 S Yale Ave Suite 600 Director Allocation

Tulsa OK 74136 73-1554474 01c(3) 25 , 000. 0. CF General Support


7030 S Yale Ave, Suite 600 National Educare

Tulsa , OK 74136 73-1554474 501c(3) 1 333 334 . 0. Replication Effort


7030 S Yale Ave, Suite 600 Pathways from

Tulsa , OK 74136 73-1554474 01c(3) 150 000. 0. P rison-Education Project

Adjustments to Prior Period Grants

Payable <1,498,127. > 0.


0

232241 7 505-01-12

Schedule) Form 990 2012 George Kaiser Family Foundation 73-1574370 Page 2

Part III Grants and Other Assistance to Individuals in the United States . Complete if the organization answered "Yes" to Form 990, Part IV, line 22

Part III can be duplicated if additional space is needed

(a) Type of grant or assistance (b) Number ofrecipients

(c) Amount ofcash grant

(d) Amount of non-cash assistance

(e) Method of valuation(book, FMV, appraisal, other)

(f) Description of non-cash assistance

Part IV I Supplemental Information . Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information

Schedule I Part I Line 2: A Grant Agreement letter accompanies each grant

award wherein the conditions associated with the grantee's use of the

funds are outlined. Grantees are required to sign and return the grant

agreement . In addition, grantees must submit either 6-month or 12-month

progress reports on the charitable activities and outcomes accomplished

with the grant award.

GKFF maintains minutes from all Board of Directors' meetings and keeps

a record of all grants awarded using MicroEdge Gifts software.

232102 12-18-12 76 Schedule I (Form 990) (2012)

SCHEDULE J .Compensation Information. OMB No 1545-0047

(Form 990) For certain Officers, Directors, Trustees, Key Employees, and HighestCompensated Employees 2012

► Complete if the organization answered "Yes" to Form 990,

Department of the Treasury Part IV, line 23. Open to Public

Intemal Revenue Serviceice 10, Attach to Form 990. 10, See separate instructions. Inspection



Part 1 I Questions Regarding CompensationYes No

la Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990,

Part VII , Section A , line 1 a Complete Part III to provide any relevant information regarding these items.

El First-class or charter travel Housing allowance or residence for personal use

Q Travel for companions 0 Payments for business use of personal residence

D Tax indemnification and gross - up payments El Health or social club dues or initiation fees

0 Discretionary spending account Personal services (e g , maid , chauffeur, chef)

b If any of the boxes on line 1 a are checked, did the organization follow a written policy regarding payment or

reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain 1 b

2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors,

trustees, and the CEO/Executive Director, regarding the items checked in line 1 a'7 2

3 Indicate which , if any, of the following the filing organization used to establish the compensation of the organization's

CEO/Executive Director . Check all that apply . Do not check any boxes for methods used by a related organization to

establish compensation of the CEO/Executive Director , but explain in Part III

0 Compensation committee 0 Written employment contract

El Independent compensation consultant 1 Compensation survey or study

0 Form 990 of other organizations Approval by the board or compensation committee

4 During the year, did any person listed in Form 990, Part VII, Section A, line 1 a, with respect to the filing

organization or a related organization

a Receive a severance payment or change-of-control payment" 4a X

b Participate in, or receive payment from, a supplemental nonqualified retirement plan'? 4b X

c Participate in, or receive payment from, an equity-based compensation arrangements 4c X

If "Yes' to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III

Only section 501(c)(3) and 501(c)(4) organizations must complete lines 5-9.

5 For persons listed in Form 990, Part VII, Section A, line 1 a, did the organization pay or accrue any compensation

contingent on the revenues of

a The organization? 5a X

b Any related organization? 5b X

If "Yes" to line 5a or 5b, describe in Part III

6 For persons listed in Form 990, Part VII, Section A, line 1 a, did the organization pay or accrue any compensation

contingent on the net earnings of.

a The organization? 6a X

b Any related organization? 6b X

If 'Yes' to line 6a or 6b, describe in Part III.

7 For persons listed in Form 990, Part VII, Section A, line 1 a, did the organization provide any non-fixed payments

not described in lines 5 and 6? If 'Yes,' describe in Part III 7 X

8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the

initial contract exception described in Regulations section 53 4958-4(a)(3)'7 If "Yes,' describe in Part III 8 X

9 If "Yes' to line 8, did the organization also follow the rebuttable presumption procedure described in

Regulations section 53 4958-6 (c) ? 9

LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2012

23211112-10-12

7716231112 143820 202GKFF 2012 . 05000 George Kaiser Family Founda 202GKFF1


Part tl Officers , Directors , Trustees , Key Employees , and Highest Compensated Employees . Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (II).Do not list any individuals that are not listed on Form 990, Part VII.

Note . The sum of columns (B)(I)•(nl) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1 a, applicable column (D) and (E) amounts for that individual

(B) Breakdown of W2 and/or 1099•MISC compensation (C) Retirement andth fd d

(D) Nontaxable

b f t

(E) Total of columns•B D

(F) Compensationd d ft d

(A) Name and Title(i) Base

compensation(ii) Bonus &incentive

compensation

(iii) Otherreportable

compensation

er erreo ecompensation

ene i s )(I) (( ) repor e as e erre

in prior Form 990

(1) Phil Lakin (i) 0. 0. 0. 0. 0. 0. 0.

Board of Dir. ii 238 615. 20 , 000. 19 , 256. 25 , 529. 16 , 807. 320 207. 0.

(2) Ken Levit (i) 338 250. 60 , 000. 13 , 750. 16 , 675. 27 , 655. 456 330. 0

Exec. Director ii 0. 0. 0. 0. 0. 0.

(3) Robert Thomas (i) 335 250. 500 000. 17 , 000. 16 , 675. 25 , 945. 894 870. 0.

Chief Inv. Off. it 0. 0. 0. 0. 0. 0. 0.

(4) Monica Basu 0) 116 812. 6 000. 17 , 000. 8 1 974. 9 547. 158 333. 0.

Sr Prgm Officer li 0. 0. 0. 0. 0. 0. 0.

(5) Amy Santee 0) 107 925. 35 , 000. 17 , 000. 8 1 724. 24,226. 192 875. 0.

Sr Prgm Officer 0. 0. 0. 0. 0. 0. 0.

(6) Annie Van Hanken (i) 129 242. 25 , 000. 0. 8 , 629. 8 , 050. 170 921. 0.

Sr Program Officer 0. 0. 0. 0. 0. 0. 0.

(7) William J Stava III (i) 35 , 258. 45 , 000. 0. 2 352. 0. 82 , 610. 0.

Sr Program Officer it 116 200. 0. 17 , 000. 9 , 351. 21 , 178. 163 729. 0.

(8) Matt Dunham (1) 72 , 235. 100 000. 0. 4 , 839. 12 , 449. 189 523. 0.

Investment Officer it 0. 0. 0. 0. 0. 0. 0.

(I)

(i)

(l)•

pi)

(i)

(I)

(I)

(I)

(l)

II

Schedule J (Form 990) 201223211212-12-12 7 8


Part 111 Supplemental Information

Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1 a, 1 b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II Also complete this part for any

additional information

Schedule J (Form 990) 2012

232113 7 912-10-12

'SCHEDULE L Trasactions With Interested Per3ons(Form 990 or 990-EZ) ► Complete if the organization answered

"Yes" on Form 990, Part IV, line 25a, 25b, 26, 27, 28a , 28b, or 28c,

Department of the Treasuryor Form 990-EZ, Part V, line 38a or 40b.

Internal Revenue Service ► Attach to Form 990 or Form 990 - EZ. ► See separate instructions.

OMB No 1545-0047

2012Open To PublicInspection

Part I Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).

Complete if the organization answered 'Yes' on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.

1(a) Name of disqualified person

(b) Relationship between disqualified(c) Description of transaction

d Corrected?

person and oroamzatlon Yes No

2 Enter the amount of tax incurred by the organization managers or disqualified persons during the year under

section 4958 ► $

3 Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ► $

Part 11 Loans to and/or From Interested Persons.

Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a or Form 990, Part IV, line 26; or if the organization

snorted an amount on Fnrm 990. Part X hne 5 6 or 22

(a) Name ofinterested person

(b) Relationshipwith

organization

(c) Purposeof loan

(d) Loan to orfrom the

organization?

(e) Originalprincipall amount

(f) Balance due (g) Indefaults

(h) Approvedby board orcommlttee9

(i) Writtenagreement"

To From Yes No Yes No Yes No

Bank of Oklahom o Fund X 2 , 304 , 037. 2 1 304 , 037. X X X

Bank of Oklahom IT Loan X 39 784 836. 39 784 836. X X X

Total ► $ 42 , 088 , 873. 1

Ya[rt Ilt l Grants or Assistance benetlting Interested Persons.

Complete if the organization answered 'Yes" on Form 990, Part IV, line 27

(a) Name of interested person (b) Relationship between (c) Amount of (d) Type of (e) Purpose of

interested person and assistance assistance assistance

the organization

LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990 or 990- EZ. Schedule L (Form 990 or 990-EZ) 2012

2321318012-03-12


go

• •ScheduleL (Form 990or990-E 2012 George Kaiser Family Foundation 73-1574370 Page 2Part IV Business Transactions Involving Interested Persons.

Complete if the ornanvation answered 'Yes' on Form 990_ Part IV. line 28a. 28b_ or 28c_

(a) Name of interested person (b) Relationship between interestedperson and the organization

(c) Amount oftransaction

(d) Description oftransaction

(e) Sharing oforganization'srevenues?

Yes No

Frederic Dorwart Director 901 , 891. egal Exp. X

Phil-Frohlich Director 1 , 579 , 121. avestment x

Pa[rt V I Supplemental InformationComplete this part to provide additional information for responses to questions on Schedule L (see instructions)

Sch L, Part IV, Business Transactions Involving Interested Persons:

(a) Name of Person. Frederic Dorwart

(b) Relationship Between Interested Person and Organization

Director

(c) Amount of Transaction $ 901 891.

(d) Description of Transaction: Legal Exp. services provided at or below

market rates.

(e) Sharing of Organization Revenues? = No

(a) Name of Person: Phil Frohlich

(b) Relationship Between Interested Person and Organization:

Director

(c) Amount of Transaction $ 1 , 579 , 121.

(d) Description of Transaction: Investment management services provided

at or below market rates.

(e) Sharing of Organization Revenues? = No

Sch L Part II

George B. Kaiser, a substantial contributor to the George Kaiser Fami

Foundation (the organization), owns a controlling interest of

Schedule L (Form 990 or 990-EZ) 201223213212-03-12

• •Schedule L Form 990 or990•E George Kaiser Family Foundation 73-1574370 Page 2

Part V Supplemental InformationComplete this part to provide additional information for responses to questions on Schedule L (see instructions).

ely 62% in the Bank of Oklahoma. The loans in Part II are

loans from the Bank of Oklahoma to the organization, George Kaiser

Family Foundation. These loans are arms-length transactions at market

rates

232461 OS-O1-12 Schedule L (Form 990 or 990-EZ)

SCHEDULE O(Form 990 or 990-EZ)

Department of the TreasuryIntemai Revenue Service

Name of the organization

•al Information to Form 990.990-EZOMB No 15450007Supplemental

to provide information for responses to specific questions on 2012Form 990 or 990-EZ or to provide any additional information. Open to Public

► Attach to Form 990 or 990-EZ. s0ect16n

George Kaiser Family Foundation

Employer identification number

73-1574370

Form 990 , Part I Line 1, Description of Organization Mission:

George Raiser Family Foundation (GRFF) is a charitable organization

based in Tulsa , Oklahoma , Type I 509(a ) 3 supporting organization of the

Tulsa Community Foundation, dedicated to breaking the cycle of poverty

through investments in early childhood education. community health

social services and civic enhancement.

Form 990, Part III, Line 1, Description of Organization Mission:

The George Kaiser Family Foundation ("GKFF") is organized for the

specific and primary purpose of benefiting. performing the functions

of, or carrying out the purpose 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. George

Raiser Family Foundation (GKFF) is a charitable organization based in

Tulsa, Oklahoma, Type I 509(a)3 supporting organization of the Tulsa

Community Foundation, dedicated to breaking the cycle of poverty

through investments in early childhood education community health

social services and civic enhancement.

Form 990 , Part III, Line 4d, other Program Services:

islative relations supporting early childhood education and life

nt for the residents of Tulsa County consistent with the

mission of the Foundation.

Expenses $ 75,679. including grants of $ 0. Revenue $ 0.

LHA For Paperwork Reduction Act Notice , see the Instructions for Form 990 or 990-EZ . Schedule 0 (Form 990 or 990-EZ) (2012)23221101-04-13


• •

Form 990 Part V. Line 4b_ List of Foreign Countries:

Belgium . India_ Ireland. Luxembou

Mauritius Poland, Singapore, Taiwan,

Australia

Form 990, Part VI Section A line 7a: Line 7a explanation - George B.

Raiser, a substantial contributor to the George Kaiser Family Foundation

can appoint donor class trustees. To date, none have been appointed. The

majority of the trustees to the organization are appointed by the Supported

zation . Tulsa Community Foundation. 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: Line 7b explanation - By agreement,

the George Kaiser 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"

be executed until at least two weeks after this notice is given.

Form 990 Part VI_ Section B. line 11. Line Ila explanation - At least one

of the three GKFF Directors, along with the Foundation's employees, helps

to prepare the 990. All directors and certain employees review the Form 990

for to filing. All directors and employees provide information to the tax

rers so that appropriate disclosures can be made in Form 990

23221201-04-13 Schedule 0 (Form 990 or 990-EZ) (2012)

09071115 143820 202GKFF


George Raiser Family Foundation 73-1574370

2012.05000 George Kaiser Family Founda 202GKFF1

• 0Pane 2



Form 990 Part V_ Line 2

All personnel of the George Kaiser Family Foundation are paid by the

supported organization, Tulsa Community Foundation. The Tulsa Community

Foundation files the W-3s and all required Federal employment tax

returns.

Form 990 , Part VI, Section B, Line 12c: In any matter where a potential

conflict exists, the Executive Director ensures the issue is disclosed and

addressed pursuant to the appropriate policies.

Form 990. Part VI. Section B Line 15: Two of the three GKFF Directors

annually evaluate the performance of the organization's Executive Director

and determines the appropriate compensation based on performance and

comparative salary data using both local and national salary survey

instruments. While the Directors determine the maximum salary expenditure

levels of the organization, the Executive Director evaluates each

employee's performance and sets their compensation levels based on

performance and comparative salary survey data. Although the Directors may

alter staff salaries set by the Executive Director at any time, the

Director's have been satisfied in the past with the salary levels assigned

the Executive Director after his review of salaries for similar

positions nationally and regionally, and after evaluation of staff

performance. None of the Directors who participate in the setting of

compensation had, have, or will have a personal interest in the

compensation arrangement. Additionally, the Directors approve the

compensation arrangement for the Executive Director, without discussion or

voting participation by the Executive Director or any other member with a

conflict of interest.

232212Schedule 0 Form 990 or 990-EZ)01-04-13 ( (20 12)


0 •Schedule 0 (Form 990 or 990-EZ) (2012) Page 2


George Kaiser Family Foundatio n 73-1574370

Form 990 , Part VI , Section C , Line 19 : Each of GRFF's governing and policy

documents are avai lable to the public upon written request by the public to

receive such documents. Financial information is also available at

www,guidestar,o

Form 990 , Part VI. Line 16b

Though there is no written policy in this area there are procedures

followed (though not written in the form of a policy) whereby all

investments are reviewed both at the time the investment is made and

as part of ongoing monitoring, to ensure the legality of the investment

and the effect such an investment might have on the Foundation's tax

exempt status. The directors are very familiar with the requirements

for tax-exempt status and two of the directors are attorneys and thus

the directors are well qualified to make these assessments.

01-04 --13 Schedule 0 (Form 990 or 990 - EZ) (2012)


SCHEDULER(Form 990)Department of the Treasury

► Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.

► Attach to Form 990. ► See separate instructions.

OMB No

into Public

Name of the organization I Employer identification number


Part I Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33)

(a)

Name, address , and EIN ( if applicable)of disregarded entity

(b)

Primary activity

(c)

Legal domicile (state or

foreign country)

(d)

Total income

(e)

End-of-year assets

(f)

Direct controllingentity

GKFF Ventures I LLC - 20-0550626

7030 S Yale , Suite 600 George Kaiser Family

Tulsa , OK 74136 I nvestments Oklahoma 12 311 472 . 460 , 801 , 221. oundation

GKFF Investment Company , LLC - 26-3739739


Tulsa , OK 74136 I nvestments Oklahoma 60 688. <10 275 233 .> Foundation

GKFF Real Estate LLC - 20-1348839


Tulsa OK 74136 Real Estate Investment Oklahoma 1 , 081 , 484 . 19 , 151 , 171. oundation

GKFF Real Estate II LLC - 26-2810164

7030 S Yale , Suite 600

3

eorge Kaiser Family

Tulsa, OK 74136 R eal Estate Investment Oklahoma <2 , 321. > oundation

Part IIIdentification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exemptorganizations during the tax year.)

(a)

Name, address, and EIN

of related organization

(b)

Prima activit

(c)

Leal domicile (state or

foreign country)

(d)

Exempt Codesection

(e)

Public charit ystatus (if section

(f)

Direct controllin gentity

(g)

controlledentity?

501 (c)(3)) Yes No

Tulsa Community Foundation - 73-1554474

7030 S Yale , Suite 600 Community Service and

Tulsa , OK 74136 S upport Oklahoma 01(c)(3) 09(a)(1) /A X

BOKF Foundation - 73-1580807

P 0 Box 2300 Philanthropy, voluntarism ulsa Community

Tulsa , OK 74192 a nd Grantmaking klahoma 01(c)(3) 09(a)(3) I Foundation X

Brock Family Community Foundation -

73-1579185 , 15 E 5th Street Suite 2210 , Philanthropy, Voluntarism ulsa Community

Tulsa, OK 74103 a nd Grantmaking Oklahoma 01(c)(3) 09(a)(3) I Foundation X

Hale Family Foundation - 20-1687722

5550 South Lewis Avenue

_

hilanthropy, Voluntarism

t

Tulsa Community

Tulsa OK 74105 d Grantmaking -Oklahoma 01(c)(3) 09(a)(3) I Foundation X

For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R (Form 990) 2012

•

232161 8 612-10-12 LHA

Schedule R(Form 990) George Kaiser Family Foundation 73-1574370

part ( Continuation of Identification of Disregarded Entities

(a)


of disregarded entity

(b)

Primary activity

(c)


foreign country)

(d)

Total income

(e)

End-of-year assets

(f)

Direct controlling

entity

GKFF Real Estate III LLC - 26-3313673


Tulsa , OK 74136 Real Estate Investment klahoma 0. O. Foundation

Oklahoma Energy Futures Institute LLC -

26-0592188 , 7030 S Yale , Suite 600 , Tulsa , George Kaiser Family

OK 74136 Inactive - No Assets klahoma 0. O. Foundation

Placeder One , LLC - 26-1135415


Tulsa , OK 74136 Real Estate Investment klahoma <6 1 571. > 1 , 483 , 749. oundation

Quailbrook Properties , LLC - 20-1206791


Tulsa, OK 74136 I nactive - No Assets klahoma 0. O. Foundation

Cartesian Iris 2009A GKFF , LLC - 27-0159223


Tulsa OK 74136 Inactive - No Assets klahoma 0. O. F oundation

250 Montgomery SF , LLC - 27-0398320


Tulsa OK 74136 I nactive - No Assets klahoma 0. 0. rgonaut Ventures I

Brady Avenue I LLC - 27-0644008


Tulsa , OK 74136 Real Estate Investment klahoma <37 627. 2 , 226 , 415. oundation

GKFF Real Estate IV LLC - 27-3599186


Tulsa OK 74136 Real Estate Investment klahoma 0. 8 , 600 , 895. oundation

RSD Properties , LLC - 27-2931809


Tulsa , OK 74136 Real Estate Investment Oklahoma 6 1 151. 3 , 091 , 968. oundation

Argonaut Jacksonville Hotel LLC - 27-3478666


Tulsa , OK 74136 Hotel Investment klahoma 0. 8 , 903 , 030. oundation

0

232221 8 •^05-01-12


Part I Continuation of Identification of Disregarded Entities

(a)


of disregarded entity

(b)

Primary activity

(c)


foreign country)

(d)

Total income

(e)

End-of-year assets

(f)

Direct controlling

entity

Argonaut Metairie Hotel LLC - 27-3474627


Tulsa OK 74136 otel Investment Oklahoma 0. 7 , 135 , 997. oundation

Argonaut Tulsa Hotel LLC - 27-3478589

-


Tulsa OK 74136 Hotel Investment Oklahoma 0. 10 , 949 , 001. oundation

Mathews 2 Subtenant LLC - 45-1627327


Tulsa OK 74136 Inactive - No Assets Oklahoma 0. O. F oundation

Argonaut Solar , LLC - 45-2442677


Tulsa , OK 74136 Inactive - No Assets Oklahoma 0. 0. rgonaut Ventures I

0

232221 8 805.01-12


Dart it Continuation of Identification of Related Tax-Exempt Organizations

(a)

Name, address, and EINof related organization

(b)

Primary activity

(c)


foreign country)

(d)

Exempt Codesection

(e)

Public charity

status (if section

(f)Direct controlling

entity

(g)Section 51 2(b)(13)

controlledorganization?

501(c)(3)) Yes No

Morningcrest Health Care Foundation -

04-3815973 , 7030 S Yale Avenue Suite 600 , Health-General and ulsa Community

Tulsa , OK 74136 Rehabilitative Oklahoma 501(c)(3) 09(a)(3) I Foundation X

QuikTrip Community Foundation - 73-1573224

4705 South 129th East Avenue -Philanthropy, Voluntarism ulsa Community

Tulsa , OK 74134 a nd Grantmaking Oklahoma 01(c)(3) 09(a)(3) I F oundation X

Stephenson Family Foundation - 20-1687422

5550 South Lewis Avenue Philanthropy, Voluntarism ulsa Community

Tulsa , OK 74105 and Grantmaking Oklahoma 5 01(c)(3) 09(a)(3) I Foundation X

Tulsa Beautification Foundation - 55-0911599

7030 South Yale Suite 600 ulsa Community

Tulsa , OK 74136 C ommunity Improvement -Oklahoma. 01(c)(3) 09(a)(3) I Foundation X

Tulsa Educare Inc - 20-1232950

4606 South Garnett Road Suite 100 ulsa Community

Tulsa , OK 74146 Youth Development Oklahoma 5 01(c)(3) 09(a)(3) I Foundation X

George B. Kaiser Foundation - 27-0509940

7030 S Yale Avenue Suite 600 -Community Service and ulna Community

Tulsa , OK 74136 Support Oklahoma 01(c)(3) 09(a)(3) I F oundation X

23222205-01-12

I

C!

Schedule R(Form 990) 2012 George Kaiser Family Foundation 73-1574370 Page 2

Part 111 Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more relatedorganizations treated as a partnership during the tax year )

(a)

Name, address , and EINof related organization

(b)

Primary activity

(c)Legal

domicile(state or

(d)

Direct controllingentit

y

(e)

Predominant income(related , unrelated ,

excluded from tax under

(f)

Share of totalincome

(9)

Share ofend-of-year

t

(h )

D i sproport i on -

ate allocations?

( f)

Code V•UBIamount in box20 of Schedule

G)

enerat omanagingf1'

(k)

Percentageownership

pforeigncountry) sections 512-514)

asse sYes No K-1 (Form 1065) es No

AVI Trading , LLC - 26-2278594

P 0 Box 21468

Tulsa , OK 74121 - 1468 I nvestment OK /A Excluded 0. 153 681. X N/A X 21.22%

Enterprise Venture Fund LP

P 0 Box 309 Ugland House C ayman

Grand Cayman , CAYMAN ISLANDS I nvestment I slands / A Excluded 862 063. 38 138 889. N/A 60.7 59

GSCP Expro Investors Offshore

LP , 30 Hudson St 15th Floor , C ayman

Jersey City , NJ 07302 I nvestment I slands /A E xcluded 25. 23 628 646. N/A C 99.98%

Stata Ventures Israel Fund I

- 20-8136280 , 194 Claybrook

Road , Dover , MA 02030 nvestments DE /A xcluded 2 , 190 , 266. 1 100 593. <595 , 574.> 100.00%

Part IV Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more relatedorganizations treated as a corporation or trust during the tax year )

(a)


(b)

Primary activity

(c)

Legal domicile(state orforeign

(d)


(e)

Type of entity(C corp, S corp,

t t

(f)


(9)

Share ofend-of-year

t

(h)

Percentageownership

(i)section

512(b)(13)controlledent

country)or rus ) asse s

Yes No

Maya Maritime NV

DeGerlachekaaizo 2000

Antwerp , BELGIUM hip Charter Belgium /A CORP 13 361 390. 135 930 819. 99.99% X

GKFF Ventures (fka Argonaut Ventures)

IFS Court , 28 Cybercity

Ebene , MAURITIUS Investments auritius /A CORP 58 498 860. 287 881 922. 100.00% X

GKFF Investments (fka Argonaut Investments)


Ebene , MAURITIUS Investments auritius /A CORP 0. 18 979 502. 100.00% X

GKFF Capital (fka Argonaut Capital)


Ebene MAURITIUS Investments auritius rg Inv CORP 0. 11 853 927. 100.00% X

Vandini Ltd

8 Fitzwilliam

Dublin , IRELAND anufacturing [I reland /A CORP 1 <1 , 673 , 412.> l 166 899 321. 60.61% X

0

232162 12-10-12 90 Schedule R (Form 990) 2012


part III Continuation of Identification of Related Organizations Taxable as a Partnership

(a)


(b)

Primary activity

(c)Legal

domicile(state or

(d)


(e)

Predominant income(related, unrelated,


(f)


(g)

Share ofend-of-year

t

(h)

Disproportion-

ate aliocations7

(i)

Code V-UBIamount in box20 of Schedule

(l)

enerai omanaging

artner?

(k)

Percentageownership

foreigncountry) sections 512-514)

asse sYes No K-1 (Form 1065) a No

Stata Venture Partners III

LLC - 26-3893203 , 194

Claybrook Road , Dover , MA

02030 Investments DE /A Unrelated <1 , 244 , 271. > 55 358 962. 1<2,560,849.> 100.00%

Tulsa Hotel Partners LLC -

27-2176697 , 7030 S Yale

Avenue , Suite 600 , Tulsa, OK otel

74136 perations OK N/A N/A N/A N/A /A N/A / N/A

AHI Jacksonville-1 Investment

LLC - 27-3464001 , 2500 North

Dallas Parkway , Suite 600 , Hotel

Plano TX 75093 Operations TX N/A N/A N/A N/A /A N/A / N/A

AHI Jacksonville Lender LLC -

45-1746897 , 2500 North Dallas

Parkway , Suite 600 , Plano , TX Hotel

75093 Operations TX N/A N/A N/A N/A /A N/A / N/A

AHI Metairie-1 Hotel Partners

LLC - 27-3490906 , 2500 North

Dallas Parkway , Suite 600 , - Hotel

Plano, TX 75093 Operations TX N/A N/A N/A N/A /A N/A / N/A

AHI Metairie-1 Investment LLC

- 27-3231151 , 2500 North

Dallas Parkway , Suite 600 , - Hotel

Plano, TX 75093 perations TX N/A N/A N/A N/A /A N/A / N/A

Mathews Master Tenant LLC -

27-3789878 , 7030 S1 Yale

Avenue , Suite 600 , Tulsa , OK

74136 Investment OK N/A N/A N/A N/A /A N/A / N/A

GKFF Mathews Development LLC

- 27-2065914 , 7030 S Yale athews

Avenue , Suite 600 , Tulsa, OK Real Estate uilding

74136 Investment OK anager LLC Excluded <12. 10 000 653. X N/A .01%

AHI Tulsa Hotel Holdings LLC

- 27-3479007 , 7030 S Yale

Avenue , Suite 600 , Tulsa , OR Hotel ulsa Hotel

74136 perations OK Ventures Inc nrelated 0. 5 , 209 , 202. 1 X N/A 95.00%

23222305-01-12 91


Part (IE Continuation of Identification of Related Organizations Taxable as a Partnership

(a)


(b)

Primary activity

(c)Legal

domicile

(d)


(e)



(f)


(g)

Share ofend-of-year

t

(h)

Disproportion-

no-to euoca

(i)


G)

General omanagingartne^

(k)

Percentageownership


asse sYes No K•1 (Form 1065) es No

AHI Jacksonville Hotel

Holdings LLC - 27-3479114 , acksonville

7030 S Yale Avenue , Suite Hotel otel Ventures

600 , Tulsa OK 74136 perations OK nc Unrelated 0. 3 , 977 , 823. X N/A 95.00%

AHI Metairie Hotel Holdings

LLC - 27-3474599 , 7030 S Yale -

Avenue , Suite 600 , Tulsa , OK H otel Metairie Hotel-

74136 O perations OK Ventures Inc Unrelated 0. 2 , 221 , 302. X N/A 95.0

Killdeer Fund LP - 27-4003606

2100 McKinney Suite 1770

Dallas , TX 75201 nvestments TX /A Excluded 193 131. 47 218 647. N/A 100.00%

Solyndra Solar LLC -

45-2442584 , 6733 S. Yale Ave

Tulsa , OK 74136 nvestments DE /A Excluded <1 , 365 , 524. > 6 , 731 , 650. N/A X 73.33%

Solyndra Solar II LLC -

45-2852805 , 6733 S. Yale Ave

Tulsa , OK 74136 I nventory Sales DE N/A N/A N/A N/A /A N/A / N/A

AE DIP 2011 LLC - 45-3172982

6733 S. Yale Ave

Tulsa OK 74136 I nvestments OK /A Excluded 446 750. 18 443 528. N/A X 70.4

GKFF Mathews 2 , LLC -

45-1627739 , 7030 S Yale athews

Avenue , Suite 600 , Tulsa , OK Real Estate uilding

74136 Investment OK anager LLC Excluded 2. 8 , 033 , 524. X N/A .01%

GKFF CDE , LLC - 45-2581718

7030 S Yale Avenue , Suite 600 nactive - No

Tulsa , OK 74136 ssets OK /A Excluded 0. 0. N/A 99.99%

Mathews 2 Master Tenant LLC -

45-1627521 , 7030 S Yale

Avenue , Suite 600 , Tulsa , OK eal Estate

74136 nvestment OK N/A N/A N/A N/A /A N/A / N/A

23222305-01-12 92


part ill Continuation of Identification of Related Organizations Taxable as a Partnership

(a)


(b)

Primary activity

(c)

Legaldomicile(state or

(d)


(e)



(f)


(9)

Share ofend-of-year

t

(h)

Disproportion-

to allocat i ons?

(i)


G)

General omanagingannen

(k)

Percentageownership


asse sYes No K•1 (Form 1065) es No

RPA Master Tenant LLC -

45-2737254 , 7030 S Yale

Avenue , Suite 600 , Tulsa , OK Real Estate

74136 Investment OK N/A N/A N/A N/A /A N/A / N/A

Virgo - Grey Pine , LLC -

32-0355882 , 555 Twin Dolphin

Drive Suite 615 , Redwood

Shores , CA 94065 nvestments CA /A Excluded 0. 10 663 011. N/A 100.0

Wellington Trust Company , NA

- 61-1556893 , 280 Congress

St , Boston , MA 02210 nvestments MA Excluded 9 861 756. 52 975 058. N/A 98.73%

Westriver Symform Partners ,

LLC - 45-4145846 , 3720

Carillon Point , Kirkland , WA

98033 Investments WA Excluded 8 , 219. 5 1 500 , 000. N/A 100.00%

Westriver 2TOR Partners , LLC

- 90-0812774 , 3720 Carillon

Point , Kirkland , WA 98033 I nvestments WA Excluded 5. 1 , 500 , 005 . PC I N/A 75.00%

232223 9 305-01-12


1 j+art 1V Continuation of Identification of Related Organizations Taxable as a Corporation or Trust

(a)


(b)Primary activity

(c)

Legal domicile(state or

foreign

(d)


(e)


t t

(f)Share of total

income

(9)Share of

end-of-yeart

(h)

Percentageownership

(i)Section

512(b)(13)controlleden ?

country)or rus ) asse s

Yes No

Monaxis Ltd

8 Fitzwilliam

Dublin , IRELAND anufacturing Ireland /A CORP 13. 13 , 106. 69.49$ X

Delo Finance Ltd

8 Fitzwilliam

Dublin , IRELAND anufacturing Ireland /A CORP 35. 16 279 214. 60.61% X

Memjet Home and office - 20-4762639

10920 Via Frontera Suite 120

San Diego , CA 92127 S ervice Company CA elo Ltd CORP 3 , 914 , 949. 948 037. 60.61% X

Sodep Ltd

8 Fitzwilliam

Dublin , IRELAND anufacturing Ireland /A CORP <7 , 034 , 042.> 3 , 128 , 942. 65.31% X

Memjet Wide Format - 26-1517439


San Diego CA 92127 Service Company CA odep Ltd CORP 1 , 748 , 883. 237 282. 65.31% X

Corrizen Ltd

8 Fitzwilliam

Dublin , IRELAND anufacturing Ireland /A CORP 13. 3 377 233. 67.10% X

Kamath Ltd

8 Fitzwilliam

Dublin IRELAND Manufacturing Ireland /A CORP 0. 21 084 315. 64.32% X

Hanric Ltd

8 Fitzwilliam

Dublin , IRELAND anufacturing Ireland /A CORP 16. 1 , 777 , 019. 70.56% X

Zamtec Ltd

8 Fitzwilliam

Dublin , IRELAND Service Company Ireland /A CORP 41 , 386. 36 221 931. 61.95% X

Levon Ltd

8 Fitzwilliam

Dublin , IRELAND Services Ireland amtec Ltd CORP 880 , 474m 312 781. 61.95% X

Milron Ltd

8 Fitzwilliam

Dublin , IRELAND Services Ireland amtec Ltd CORP 5 , 580 , 596. . 1 , 008 , 596. 61.95% X

Memjet Printhead Singapore PTE Ltd

29 International Business Park

Singapore SINGAPORE 609923 lectronic Wholesale ingapore ilroa Ltd CORP 2 , 618 , 242. 467 347. 61.95% X

I

232224 9 411-19-12


part 1V Continuation of Identification of Related Organizations Taxable as a Corporation or Trust

(a)


(b)

Primary activity

(c)

Legal domicile

(state or

foreign

(d)


(e)


t t

(f)


(9)

Share ofend-of-year

t

(h)

Percentageownership

(f)Section

s12(b)(13)controlled

enti 9country)

or rus ) sasseYes No

Verifor Ltd

8 Fitzwilliam

Dublin , IRELAND S ervices Ireland amtec Ltd CORP 0. 0. 61.95$ X

Elberino Ltd

8 Fitzwilliam

Dublin , IRELAND Manufacturing Ireland /A CORP <5 , 889 , 221.> 3,447,235. 66.15% X

Memjet Labels - 26-1566123


San Diego , CA 92127 S ervice Company CA lberino Ltd CORP 2 , 673 , 502. 463 094. 66.15$ X

Hedblom Ltd

8 Fitzwilliam

Dublin , IRELAND Manufacturing I reland /A CORP 285. 4 , 656 , 737. 55.75% X

Memjet Photo Retail - 26-0256738


San Diego CA 92127 Service Company CA edblom Ltd CORP 4 , 992 , 460. 493 178. 55.75$ X

Memjet North Ryde PTY Ltd

6-8 Lyon Park Road Research and

North Ryde , NSW , AUSTRALIA Development ustralia amtec Ltd CORP 25 371 881. 9 , 294 , 308. 61.95% X

IT Works SA Enterprise

AI. Jana Pawla II 41C Venture Fund

Krakow POLAND Service Company Poland P CORP 1 , 739 , 503. 4 , 110 , 538. 56.03% X

Inone SA

UL Lakowa 29 90-554 Information

Lodz , POLAND ethnology Poland T Works SA CORP 157 480. 1 , 771 , 426. 56.03% X

Famicord Italia rio Sejt-Es

Viale Giustiniano 2 zovetbanki

Milano , ITALY Outpatient Care Italy RT CORP 92 , 879. 101 455. 56.03$ X

Stemlab olski Bank

Zidarilor 3Bis S1 omorek

Galati , ROMANIA utpatient Care Romania acierzystych CORP 165 207. 34 , 212. 56.03% X

Sevibe Cells olski Bank

Parc Tecnologic #3 omorek

Barcelona , SPAIN Outpatient Care pain acierzystych CORP 2 , 156 , 385. 1 867 666. 56.03$ X

Cryoprofil S A olski Bank

UL Saska 62/7 omorek

Warszawa POLAND Outpatient Care Poland acierzystych CORP 43 543. 191 814. 56.03$ X

0

0

2322249 511-19-12


Part V Continuation of Identification of Related Organizations Taxable as a Corporation or Trust

(a)


(b)

Primary activity

(c)

Legal domicile

(state orforeign

(d)


(e)


t t

(f)


(g)

Share ofend-of-year

t

(h)

Percentageownership

(i)Section

512(bu13)controlled

entl 7country)

or rus ) asse sYes No

Famicord Hungary olski Bank

VaCl uT 168 omorek

Budapest , HUNGARY Outpatient Care ungary acierzystych CORP 162 727. 152 124. 56.03% X

Jacksonville Hotel Ventures Inc - 27-3478921


Tulsa , OK 74136 Hotel Operations OK /A CORP 423 099. 8 , 731 , 171. 100.00% X

Metairie Hotel Ventures Inc - 27-3474678


Tulsa OK 74136 H otel Operations OK /A CORP <299 , 381.> 6 , 799 , 591. 100.00$ X

Tulsa Hotel Ventures Inc - 27-3478840


Tulsa , OK 74136 H otel Operations OK /A CORP <607 , 746.> 9 , 201 , 112. 100.00% X

Polski Bank Komorek Macierzystych Enterprise

UL Grzyboswka 2 Lok 41 Venture Fund

Warsaw , POLAND Outpatient Care Poland P CORP 5 , 869 , 080. 11 715 447. 56.03% X

Climes Sunu Banka olski Bank

Brivibas lela 155 omorek

Riga , LATVIA Outpatient Care Latvia acierzystych CORP 151 795. 318 412. 56.03$ X

Krio Sejt-ES Szovetbanki ZRT olski Bank

1155 Ivanka Pal U 21 omorek

Budapest , HUNGARY Outpatient Care iungary acierzystych CORP 2 , 593 , 577. 2 , 059 , 151. 56.03% X

S C Biogenis SRI. olski Bank

Dimitrie Pompei l0A omorek

Bucuresti , ROMANIA Outpatient Care Romania acierzystych CORP 795 354. 349 134. 56.03% X

Smartree SRI. nterprise

Soseaua Bucaresti Ploiesti 42-44 enture Fund

Bucarest , ROMANIA Payroll Services Romania P CORP 3 , 893 , 758. 1 , 875 , 009. 56.03% X

Mathews Building Manager , LLC - 27-3789746

7030 S Yale , Suite 600 Real Estate-Tulsa , OK 74136 Operations OK /A CORP <49 , 045.> 5 , 108 , 6 3. 100.00% X

Orsan Medical Technologies

4 Arie Regev St

Netanya , ISRAEL 42504 edical Devices Israel /A CORP 17 , 365. 1 , 377 , 151. 63.89% X

Westec Acquisition Corporation - 20-1757488

6340 International Parkway , Suite 100

Plano , TX 75093 S ecurity Surveillance DE /A CORP 3 124 303. 0. 61.00% X

0

23222411-19-12 96


pelt IV Continuation of Identification of Related Organizations Taxable as a Corporation or Trust

(a)


(b)

Primary activity

(c)

Legal domicile(state orforeign

(d)


(e)


t st)

(f)


(g)

Share ofend-of-year

assets

(h)Percentageownership

(i)Section

512(bg13)controiieu

anti 7country)

or ruYes No

RPA Building Manager , LLC - 45-2736993

7030 S Yale , Suite 600 - Real Estate

Tulsa , OK 74136 Operations OK /A CORP <143 , 298.> 2 , 256 , 988. 1 100.00% X

GKFF Investment Financing , Inc. - 45-2899242


Tulsa , OK 74136 Investments DE /A CORP <1 , 551 , 978.> 599 635. 100.00% X

10

P

232224 9 711-19-12

Schedule R (Form 990) 2012 George Kaiser Family Foundation 73-1574370 Page 3

Part V Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35b, or 36 )

Note . Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule Yes No

1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest (ii) annuities (ni) royalties or (iv) rent from a controlled entity la X

b Gift, grant, or capital contribution to related organization(s) lb x

c Gift, grant, or capital contribution from related organization(s) 1c X

d Loans or loan guarantees to or for related organization(s) 1d X

e Loans or loan guarantees by related organization(s) 1e X

f Dividends from related organization(s) if x

g Sale of assets to related organization(s) 1 x

h Purchase of assets from related organization(s) 1 h X

i Exchange of assets with related organization(s) 1 i x

j Lease of facilities, equipment, or other assets to related organization(s) 1 j X

k Lease of facilities, equipment, or other assets from related organization(s) 1 k X

I Performance of services or membership or fundraising solicitations for related organization(s) 11 x

m Performance of services or membership or fundraising solicitations by related organization(s) 1m X

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) 1 n x

o Sharing of paid employees with related organization(s) 10 X

p Reimbursement paid to related organization(s) for expenses 11 P Xq Reimbursement paid by related organization(s) for expenses iq x

r Other transfer of cash or property to related organization(s) 1r

s Other transfer of cash or property from related organization(s) 1 s X

2 If the answer to any of the ahove is "Yes." sae the instructions for information on who must cmmnlate this line inrludinn covered relatinnchins and transaction thresholds

(a)Name of other organization

(b)

Transactiontype (a•s)

(c)Amount involved

(d)Method of determining amount involved

( 1 ) Tulsa Community Foundation B 25 , 890 , 024. MV

(2) Tulsa Community Foundation 0 2 , 772 , 061. MV

(3 ) Tulsa Educare Inc B 616 , 000. MV

(4)State Ventures Israel I B 548 , 437. MV

(5) Enterprise Venture Fund I LP B 6 282 351• MV

(6) GSCP Expro Investors Offshore , LLC B 292 873. MV

0

232163 12-10- 12 98 Schedule R (Form 990) 2012


Part Y Continuation of Transactions With Related Organizations (Schedule R (Form 990), Part V, line 2)

(a)

Name of other organization

(b)Transactiontype (a-r)

(c)Amount involved

(d)

Method of determiningamount involved

(7) Stata Venture Partners III B 10 , 163 , 329. MV

(8 ) GKFF Ventures (Mauritius) S 9 , 000 , 000. MV

(9 ) GKFF Investments (Mauritius) B 3 , 999 , 950. MV

10 Vandini Ltd-Categorized as Equity for US tax purposes B 156 , 100 , 000. MV

( 11 )AHI Tulsa Hotel Holdings LLC B 127 , 695. MV

(12 )AHI Metairie Hotel Holdings LLC S 127 , 523. MV

(13 ) AHI Jacksonville Hotel Holdings LLC S 69 582. MV

14 Mathews Building Manager , LLC B 92 , 879. MV

15 Tulsa Hotel Ventures , Inc B 280 , 942. MV

(16) Stata Ventures Israel I S 4 , 460 , 301. MV

17 Enterprise Venture Fund I LP S 137 , 459. MV

( 18) Solyndra Solar , LLC S 21 , 999 , 990. MV

19 AE DIP 2011 , LLC B 9 , 828 , 010. MV

20 Virgo-Grey Pine , LLC B 5 , 091 , 218. MV

21 Maya Maritime NV S 13 , 000 , 000. MV

22 Orsan Medical Technologies Ltd B 3 , 350 , 000. MV

(23 )GKFF Investment Financing , Inc B 573 , 991. MV

24 Tulsa Community Foundation N 0, slue not specifically identified

23222505-01-12 99

P


(Part V Continuation of Transactions With Related Organizations (Schedule R (Form 990), Part V, line 2)

(a)

Name of other organization

(b)Transactiontype (a.r)

(c)Amount involved

(d)Method of determining

amount involved

(7)Tulsa Community Foundation P 2 772 , 061. MV

(8)Wellington Trust Co. , NA S 685 , 311. MV

(9)Westriver Symform Partners , LLC B 5 , 610 , 700. MV

10 Westriver 2Tor Partners , LLC B 1 , 524 , 927. MV

(11 )AHI Tulsa Hotel Holdings LLC S 85 , 130. MV

( 12)GKFF Investment Financing , Inc S 12 , 991 , 193. MV

13 GKFF Capital (Mauritius) B 3 , 600 , 000. MV

14 Maya Maritime NV F 11 , 500 , 000. MV

(15)GKFF Investment Financing , Inc F 828 , 420. MV

16 AE DIP 2011 , LLC D 7 , 808 , 377. MV

(17 )

( 18)

19 '

(20)

(21 )

(22)

(23)

(24)

0

05-0-12100

Schedule R(Form 990) 2012 George Kaiser Family Foundation 73-1574370 Page 4

Part VI Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue)

that was not a related organization See instructions regarding exclusion for certain investment partnerships.

(a)

Name, address, and EINof entit

y

(b)

Primary activity

(c)

Legal domicile(state or forei n

g

(d)

Predominant income(related, unrelated,excluded from tax

(e)anArnersallesec501(c)(3)o^ s

(t)

Share oftotal

(g)

Share of

end-of-year

(h)Dispropor-b0nat ,allowuons

(i)

Code V-UBIamount in box 20of Schedule K-1

G)enemas o

managingartnen

(k)

Percentageownership

country) under section 512-514) income assets (Form 1065)

Stata Venture Partners II -

20-3972496 , 194 Claybrook

Road Dover , MA 02030 Investments DELAWARE Jnrelated X <6 , 185 , 743. > 30 898 670. X <739 , 821.> X 50.00%

Schedule R (Form 990) 2012

0

12-10-12 101

R (Form 990) 2012

Supplemental Informationiser Family Foundati • 73-1574370

Complete this part to provide additional information for responses to questions on Schedule R (see instructions)

232165 12-10-12 Schedule R (Form 990) 2012


Schedule K-1 (Form 8865) 2012 • • Page 2

This list identifies the codes used on Schedule K-1 for partners and provides summarized reporting information for partners whofile Form 1040 . For detailed reporting and filing information , see the Partner ' s Instructions for Schedule K-1 (Form 1065 ) and theinstructions for your income tax return.

Code Report on

1 Ordinary business income (loss) Determine whether the income (toss) isI Alcohol and cellulosic biofuel fuels credit

passive or nonpassive and enter on your retu rn as follows J Work opportunity creditK Disabled access credit

L Empowerment zone and renewalReport on community employment credit See Partner's Instr (Form 1065)

Passive loss See Partner ' s Instr (Form 1065) M Credit for increasing research activitiesPassive income Schedule E , line 28, column (g) N Credit for employer social securityNonpassive loss Schedule E, line 28, column (h) and Medicare taxes

Nonpassive income Schedule E, line 28, column (I) 0 Backup withholding

2 Net rental real estate income (loss) See Partners Instr (Form 1065) P Other credits

3 Other net rental income (loss)

Net income Schedule E, line 28, column (g) 16 Foreign transactions

Net loss See Partners Instr ( Form 1065) A Name of countryor U S

4 Guaranteed payments Schedule E, line 28, column () possession

5 Interest income Form 1040 , line 8a B Gross income from all sources Form 1116, Part 1

6a Ordinary dividends Form 1040, line 9a C Gross income sourced at partner level

6b Qualified dividends Form 1040, line 9b

Schedule E line 4Foreign gross income sourced at partnership level

7

8

Royalties

Net short-term capital gain (loss)

,

Schedule D, line 5 D Passive category

9a Net long - term capital gain (loss) Schedule D, line 12 E General category Form 1116, Part9b Collectibles (28%) gain (loss) 28% Rate Gain Worksheet , line 4 F Other

9c Unrecaptured section 1250 gain(Schedule D instructions)

See Partner' s Instr ( Form 1065)Deductions allocated and apportioned at partner level

10 Net section 1231 gain ( loss) See Partner's Instr (Form 1065)G Interest expense Form 1116, Part I

11 Other income (loss)H Other Form 1116, Part I

Code Deductions allocated and apportioned at partnership level

A Other portfolio income ( loss) See Partners Instr ( Form 1065) to foreign source income

B Involuntary conversions See Partners Instr ( Form 1065) I Passive category

C Sec 1256 contracts & straddles Form 6781, line 1 J General category Form 1116, Part I

D Mining exploration costs recapture See Pub 535 K Other

E Cancellation of debt Form 1040 , line 21 or Form 982 Other informationF Other income ( loss) See Partner's Instr (Form 1065) L Total foreign taxes paid Form 1116, Part II

12 Section 179 deduction See Partners Instr (Form 1065) M Total foreign taxes accrued Form 1116, Part IIN Reduction in taxes available for credit Form 1116, line 12

13 Other deductions 0 Foreign trading gross receipts Form 8873A Cash contributions (50%) P Extraterritorial income exclusion Form 8873B Cash contributions (30%) 0 Other foreign transactions See Partners Instr (Form 1065)C Noncash contributions (50%)

D Noncash contributions (30%) See Partner ' s Instr ( Form 1065) 17 Alternative minimum tax (AMT) items

E Capital gain property to a 50% A Post- 1986 depreciation adjustmentorganization (30%) B Adjusted gain or loss See Partner' s Instr

F Capital gain property (20%) C Depletion (other than oil & gas) ( Form 1065) and the

G Contributions ( 100%) D Oil , gas, & geothermal - gross income Instructions forH Investment interest expense Form 4952 , line 1 E Oil , gas, & geothermal - deductions Form 6251

Deductions - royalty income Schedule E, line 19 F Other AMT itemsJ Section 59(e)(2) expenditures See Partner ' s Instr (Form 1065)K Deductions - portfolio (2% floor) Schedule A , line 23 18 Tax - exempt income and nondeductible expenses

L Deductions - portfolio (other) Schedule A, line 28 A Tax - exempt interest income Form 1040 , line 8b

M Amounts paid for medical insurance Schedule A , line 1 or Form 1040, B Other tax-exempt income See Partner ' s Instr ( Form 1065)

line 29 C Nondeductible expenses See Partner ' s Instr (Form 1065)

N Educational assistance benefits See Partners Instr (Form 1065) 19 DistributionsO Dependent care benefits Form 2441 , line 12

'A Cash and marketable securities 1

P Preproductive period expenses See Partner s Instr (Form 1065)B Distribution subject to section 737 See Partners Instr (Form 1065)

Commercial revitalization deductionOC

1Other property

from rental real estate activities See Form 8582 instructionsR Pensions and IRAs See Partners Instr (Form 1065) 20 Other informationS Reforestation expense deduction See Partners Instr (Form 1065) A Investment income Form 4952, tine 4aT Domestic production activities B Investment expenses Form 4952, line 5

information See Form 8903 instructions C Fuel tax credit information Form 4136U Qualified production activities income Form 8903 , line 7b D Qualified rehabilitation expendituresV Employer' s Form W- 2 wages Form 8903 , line 17 (other than rental real estate) See Partner's Instr (Form 1065)W Other deductions See Partner ' s Instr (Form 1065) E Basis of energy property See Partner's Instr (Form 1065)

14 Self - employment earnings ( loss)F Recapture of low-income housing

credit (section 42(j )( 5)) Form 8611, line 8Note If you have a section 179 deduction or any partner- level deductions , see G Recapture of low-income housingthe Partner's Instr (Form 1065) before completing Schedule SE credit (other) Form 8611, line 8

A Net earnings (loss) fromH Recapture of investment credit See Form 4255

self-employment Schedule SE , Section A or BI Recapture of other credits See Partner's Instr (Form 1065)

B Gross farming or fishing income See Partner's Instr (Form 1065) J Look - back interest - completed

C Gross non - farm income See Partner's Instr (Form 1065) long-term contracts See Form 8697K Look-back interest - income forecast

method See Form 886615 Credits

L Dispositions of property withA Low-income housing credit (section section 179 deductions

420)(5 )) from pre-2008 buildings M Recapture of section 179 deductionB Low - income housing credit (other) N Interest expense for corporate partners

from pre-2008 buildings 0 Section 453(IX3( informationC Low- income housing credit (section P Section 453A(c) information

42(1)(5)) from post -2007 buildings0 Section 1260(b) information

D Low - income housing credit (other) See Partner's Instr (Form 1065) R Interest allocable to production See Partner's Instr (Form 1065)from post - 2007 buildings expendituresE Qualified rehabilitation expenditures

S CCF nonqua red withd rawalsreal estate)(rental T

o ion -efoil engasAo and gas

Other rental real estate creditU

U Amortiz a t i on o f reforestati onG Other rental credits

V Unrelated business ttaxablee incomeH Undistributed capital gains credit Form 1040. line 71 , box a W Precontnbuhon gain (loss)

X Section 108(1) informationY Other information

21075211-30-12

613 116231112 143820 202GKFF 2012.05000 George Kaiser Family Founda 202GKFF1

Schedule K-1 (Form 8865) 2012 • 0 Pag e 2

This list identities the codes used on Schedule K-1 for partners and provides summarized reporting information for partners whofile Form 1040. For detailed reporting and filing information, see the Partner's Instructions for Schedule K-1 (Form 1065) and theinstructions for your income tax return

1 Ordinary business income (loss) Determine whether the income (loss) is

passive or nonpassive and enter on your retu rn as follows

Report on

Passive loss See Partner's Instr (Form 1065)Passive income Schedule E. line 28, column (g)Nonpassive loss Schedule E, line 28, column (h)

Nonpassrve income Schedule E, line 28, column (I)

2 Net rental real estate income (loss) See Partner's Instr (Form 1065)3 Other net rental income (loss)

Net income Schedule E, line 28, column (g)Net loss See Partner's Instr (Form 1065)

4 Guaranteed payments Schedule E. line 28, column (I)5 Interest income Form 1040, line 8a

6a Ordinary dividends Form 1040, line 9a

6b Qualified dividends Form 1040, line 9b

7 Royalties Schedule E. line 4

8 Net short-term capital gain (loss) Schedule D. line 5

9a Net long-term capital gain (loss) Schedule D. line 12

9b Collectibles (28%) gain (loss) 28% Rate Gain Worksheet, line 4

(Schedule D instructions)9c Unrecaptured section 1250 gain See Partner's Instr (Form 1065)10 Net section 1231 gain (loss) See Partner's Instr (Form 1065)11 Other income (loss)

Code

A Other portfolio income (loss) See Partner's Instr (Form 1065)B Involuntary conversions See Partner's Instr (Form 1065)C Sec 1256 contracts & straddles Form 6781, line 1D Mining exploration costs recapture See Pub 535E Cancellation of debt Form 1040, line 21 or Form 982F Other income (loss) See Partner's Instr (Form 1065)

12 Section 179 deduction See Partners Instr (Form 1065)

13 Other deductions

A Cash contributions (50%)B Cash contributions (30%)C Noncash contributions (50%)

D Noncash contributions (30%) See Partner's Instr (Form 1065)E Capital gain property to a 50%

organization (30%)F Capital gain property (20%)

- G Contributions (100%)H Investment interest expense Form 4952, line 1

Deductions - royalty income Schedule E. line 19J Section 59(e)(2) expenditures See Partners Instr (Form 1065)

K Deductions - portfolio (2% floor) Schedule A, line 23

L Deductions - portfolio (other) Schedule A, line 28

M Amounts paid for medical insurance Schedule A. line 1 or Form 1040,line 29

N Educational assistance benefits See Partner's Instr (Form 1065)

O Dependent care benefits Form 2441, line 12P Preproductive period expenses See Partners Instr (Form 1065)

O Commercial revitalization deduction

from rental real estate activities See Form 8582 instructionsR Pensions and IRAs See Partner's Instr (Form 1065)S Reforestation expense deduction See Partner's Instr (Form 1065)T Domestic production activities

information See Form 8903 instructionsU Qualified production activities income Form 8903, line 7b

V Employer's Form W-2 wages Form 8903, line 17W Other deductions See Partners Instr (Form 1065)

14 Self-employment earnings (loss)

Note If you have a section 179 deduction or any partner-level deductions, see

the Partner's Instr (Form 1065) before completing Schedule SE

A Net earnings (loss) from

self-employment Schedule SE, Section A or BB Gross farming or fishing income See Partner's Instr (Form 1065)C Gross non-farm income See Partner's Instr (Form 1065)

15 Credits

A Low-income housing credit (section

420(5)) from pre-2008 buildingsB Low-income housing credit (other)

from pre-2008 buildingsC Low-income housing credit (section

420)(5)) from post-2007 buildings

D Low-income housing credit (other) See Partner's Instr (Form 1065)from post-2007 buildings

E Qualified rehabilitation expenditures

(rental real estate)

F Other rental real estate credit

G Other rental creditsH Undistributed capital gains credit Form 1040, line 71, box a

21075211-30-12

Code

I Alcohol and cellulosic biofuel fuels creditJ Work opportunity creditK Disabled access creditL Empowerment zone and renewal

community employment creditM Credit for increasing research activities

N Credit for employer social securityand Medicare taxes

O Backup withholdingP Other credits

Report on

See Partner's Instr (Form 1065)

16 Foreign transactionsA Name of countryor U S

possessionB Gross income from all sources Form 1116, Part

C Gross income sourced at partner level

I

Foreign gross income sourced at partnership level

D Passive categoryE General category i Form 1116, Part IF Other J

Deductions allocated and apportioned at partner level

G Interest expense Form 1116, Part IH Other Form 1116, Part I

Deductions allocated and apportioned at partnership l evel

to foreign source incomeI Passive categoryJ General category Form 1116, Part I

K Other

Other informationL Total foreign taxes paid Form 1116, Part IIM Total foreign taxes accrued Form 1116, Part II

N Reduction in taxes available for credit Form 1116, line 12

O Foreign trading gross receipts Form 8873P Extraterritorial income exclusion Form 8873O Other foreign transactions See Partner's Instr (Form 1065)

17 Alternative minimum tax (AMT) items

A Post-1986 depreciation adjustmentB Adjusted gain or loss See Partner's Instr

C Depletion (other than oil & gas) (Form 1065) and the

D Oil, gas, & geothermal - gross income Instructions for

E Oil, gas, & geothermal - deductions Form 6251

F Other AMT items

18 Tax-exempt income and nondeductible expenses

A Tax-exempt interest income Form 1040, line 8bB Other tax-exempt income See Partners Instr (Form 1065)C Nondeductible expenses See Partner's Instr (Form 1065)

19 DistributionsA Cash and marketable securities

B Distribution subject to section 737 See Partner's Instr (Form 1065)C Other property

20 Other informationA Investment income Form 4952, line 4aB Investment expenses Form 4952, line 5C Fuel tax credit information Form 4136D Qualified rehabilitation expenditures

(other than rental real estate) See Partner's Instr (Form 1065)E Basis of energy property See Partners Instr (Fomt 1065)F Recapture of low-income housing

credit (section 42)j))5)) Form 8611, line 8G Recapture of low-income housing

credit (other) Form 8611, line 8H Recapture of investment credit See Form 4255

Recapture of other credits See Partners Instr (Form 1065)J Look-back interest - completed

long-term contracts See Form 8697K Look-back interest - income forecast

method See Form 8866L Dispositions of property with

section 179 deductions

M Recapture of section 179 deduction

N Interest expense for corporate partnersO Section 453(q(3) informationP Section 453A(c) informationO Section 1260(b) informationR Interest allocable to production See Partner's Instr (Form 1065)

expendituresS CCF nonquattfied withdrawalsT Depletion information - oil and gasU Amortization of reforestation costsV Unrelated business taxable incomeW Pnecontnbubon gain (loss)X Section 108() informationY Other information

615 116231112 143820 202GKFF 2012.05000 George Kaiser Family Founda 202GKFF1

0 •Schedule K- 1 (Form 1065) 2012 PARTNER 2 GEORGE KAISER FAMILY FOUNDATION Page 2

This list identifies the codes used on Schedule K-1 for all partners and provides summarized reporting information for partners who file Form 1040.

For detailed reporting and filing information , see the separate Partner's Instructions for Schedule K-1 and the instructions for your income tax return.

1. Ordinary business Income (loss). Determine whether the income (loss ) is Code Report onpassive or nonpassive and enter on your return as follows J Work opportunity credit

Report on K Disabled access creditPassive loss See the Partner's Instructions L Empowerment zone and renewalPassive income Schedule E, line 28, column (9) community employment creditNonpassive loss Schedule E, line 28 , column (h) M Credit for increasing research See the Partner's InstructionsNonpassive income Schedule E, line 28 , column 0) activities

2. Net rental real estate Income (loss) See the Partner ' s Instructions N Credit for employer social3. Other net rental income (loss) security and Medicare taxes

Net Income Schedule E, line 28 . column (g) 0 Backup withholdingNet loss See the Partner ' s Instructions P Other credits

4. Guaranteed payments Schedule E , line 28 , column (j) 16. Foreign transactions6. Interest income Form 1040 , line 8a A Name of country or U S

6a. Ordinary dividends Form 1040 , line 9a possession

6b. Qualified dividends Form 1040 , line 9b B Gross income from all sources Form 1116, Part I

7. Royalties Schedule E, line 4 C Gross income sourced at

8 Net short-term capital gain (loss ) Schedule D , line 5 partner level

9a. Net long -term capital gain (loss) Schedule D , line 12 Foreign gross income sourced at partnership level

9b. Collectibles (28%) gain (loss) 28% Rate Gain Worksheet , line 4D Passive category

(Schedule D instructions ) E General category Form 1116, Part I

9c. Unrecaptured section 1250 gain See the Partner' s InstructionsF Other

Deductions allocated and apportioned at partner level10. Net section 1231 gain (loss) See the Partner ' s Instructions

G Interest expense Form 1116, Part I11 Other income (loss) H Other Form 1116. Part I

Code oreign sourceDeductions allocated and apportioned at partnership level to fA Other portfolio income (loss) See the Partner' s Instructions

B Involuntary conversions See the Partner's Instructionsincome

1 Passive categoryC Sec 1256 contracts & straddles Form 6781 , line 1

J General category Form 1116, Part ID Mining exploration costs recapture See Pub 535

K OtherE Cancellation of debt Form 1040, line 21 or Form 982

Other informationF Other income (loss) See the Partner's Instructions

Total foreign taxes paidL Form 1116, Part II12. Section 179 deduction See the Partner's Instructions M Total foreign taxes accrued Form 1116, Part II13. Other deductions N Reduction in taxes available for credit Form 1116 , line 12

A Cash contnbutrons ( 50%) 0 Foreign trading gross receipts Form 8873B Cash contributions ( 30%) P Extraterritorial income exclusion Form 8873C Noncash contributions ( 50%) Q Other foreign transactions See the Partner's InstructionsD Noncash contnbutions ( 30%) See the Partner ' s 17. Alternative minimum tax (AMT) itemsE Capital gain property to a 50% Instructions A Post-1986 depreciation adjustment

organization ( 30%) B Adjusted gain or loss See the Partner'sF Capital gain property (20%) C Depletion (other than oil & gas) Instructions andG Contributions ( 100%) D Oil, gas, & geothermal - gross income the Instructions forH Investment interest expense Form 4952, line 1 E Oil, gas, & geothermal - deductions Form 6251

Deductions - royalty income Schedule E , line 19 F Other AMT itemsJ Section 59(e)(2 ) expenditures See the Partners Instructions 18. Tax-exempt income and nondeductible expensesK Deductions - portfolio (2% floor) Schedule A , line 23 A Tax-exempt interest income Form 1040, line 8bL Deductions - portfolio (other) Schedule A, line 28 B Other tax-exempt income See the Partner's InstructionsM Amounts paid for medical insurance Schedule A , line 1 or Form 1040, line 29 C Nondeductible expenses See the Partner's InstructionsN Educational assistance benefits See the Partner' s Instructions 19. Distributions0 Dependent care benefits Form 2441, line 12 A Cash and marketable securitiesP Preproductive penod expenses See the Partner's Instructions B Distribution subject to section 737 See the Partner's InstructionsQ Commercial revitalization deduction See Form 8582 instructions

C Other propertyfrom rental real estate activities

2 0. Other InformationR Pensions and IRAs See the Partner's Instructions

A Investment Income Form 4952 line 4aS Reforestation expense deduction See the Partner ' s Instructions

B Investment expenses

,

Form 4952, line 5T Domestic production activities See Form 8903 instructions

C Fuel tax credit information Form 4136informationD Qualified rehabilitation expenditures See the Partner ' s Instructions

U Qualified production activities income

'

Form 8903 , line 7b(other than rental real estate)

V Employer s Form W-2 wages Form 8903. line 17

'E Basis of energy property See the Partner's Instructions

W Other deductions See the Partner s InstructionsF Recapture of low-income housing Form 8611, line 8

14. Self-employment earnings (loss)credit ( section 420)(5))

Note . If you have a section 179 deduction or any partner-level deductions , see the G Recapture of low-income housing Form 8611, line 8Partner's Instructions before completing Schedule SE credit (other)

A Net earnings (loss) from Schedule SE, Section A or B H Recapture of investment credit See Form 4255self-employment I Recapture of other credits See the Partner's Instructions

B Gross farming or fishing income See the Partner 's Instructions J Look-back interest - completed See Form 8697C Gross non-farm income See the Partner ' s Instructions long-term contracts

15. Credits K Look-back interest - income forecast See Form 8866

A Low-income housing credit method(section 42(j)(5 )) from pre-2008 L Dispositions of property withbuildings section 179 deductions

B Low- income housing credit (other) M Recapture of section 179 deductionfrom pre-2008 buildings N Interest expense for corporate

C Low- income housing credit partners(section 42 (1)(5)) from 0 Section 453 ( l)(3) informationpost-2007 buildings See the Partner ' s Instructions P Section 453A(c) inforrnabon

D Low- income housing credit Q Section 1260 ( b) information See the Partner's(other) from post-2007 R Interest allocable to production Instructionsbuildings expenditures

E Qualified rehabilitation S CCF nonqualfied withdrawalsexpenditures (rental real estate ) T Depletion information - oil and gas

F Other rental real estate credits U Amortization of reforestation costs

G Other rental credits V Unrelated business taxable incomeH Undistributed capital gains credit Form 1040 , line 71, check box a W Precontnbutron gain (loss)I Alcohol and cellulosic biofuel fuels See the Partner 's Instructions X Section 108(1) information

credit Y Other InformationJSA

2P1300 2 000

52522W 1577

• •

Schedule K- 1 (Form 1065 ) 2012 PARTNER # 1 GEORGE KAISER FAMILY FOUNDATION Paae2

This list identifies the codes used on Schedule K-1 for all partners and provides summarized reporting information for partners who file Form 1040.

For detailed reporting and filing information , see the separate Partner 's Instructions for Schedule K-1 and the instructions for your income tax return.

1. Ordinary business Income (loss). Determine whether the income ( loss) Is Code Report on

passive or nonpassive and enter on your return as follows J Work opportunity creditReport on K Disabled access credit

Passive loss See the Partners Instructions L Empowerment zone and renewalPassive income Schedule E , line 28 , column ( g) community employment creditNonpassive loss Schedule E, line 28 , column ( h) M Credit for increasing research See the Partners InstructionsNonpassrve moome Schedule E, line 28 , column 0) activities

2. Net rental real estate Income (loss) See the Partners Instructions N Credit for employer social3. Other net rental Income (loss) security and Medicare taxes

Net Income Schedule E, line 28, column (g) O Backup withholdingNet loss See the Partners Instructions P Other credits

4. Guaranteed payments Schedule E , line 28 , column Q ) 16 Foreign transactions5. Interest Income Form 1040, line 8a A Name of country or U S

6a Ordinary dividends Form 1040, line 9a possession

6b. Qualified dividends Form 1040 , line 9b B Gross income from all sources Form 1116, Part 1

7. Royalties Schedule E, line 4 C Gross income sourced at

8. Net short-term capital gain (loss ) Schedule D , line 5 partner level

9a. Net long -term capital gain (loss ) Schedule D, line 12 Foreign gross income sourced at partnership level

9b Collectibles (28%) gain ( loss) 28% Rate Gain Worksheet , line 4 0 Passive category

(Schedule D Instructions ) E General category Form 1116, Part 1

9c. Unrecaptured section 1250 gain See the Partners Instructions'

F OtherDeductions allocated and apportioned at partner level

10. Net section 1231 gain (loss) s InstructionsSee the PartnerG Interest expense Form 1116, Part I

11. Other Income ( loss) H Other Form 1116, Part ICode oreign sourceDeductions allocated and apportioned at partnership level to fA Other portfolio income ( loss) See the Partners Instructions

B Involuntary conversions See the Partner's InstructionsincomeI Passive category

C Sec 1256 contracts & straddles Form 6781. line 1J General category Form 1116, Part I

D Mining exploration costs recapture See Pub 535K Other

E Cancellation of debt Form 1040 , line 21 or Form 982Other information

F Other income (loss) See the Partners InstructionsL Total foreign taxes paid Form 1116, Part II

12. Section 179 deduction See the Partner's Instructions M Total foreign taxes accrued Form 1116, Part II13. Other deductions N Reduction in taxes available for credit Form 1116 , line 12

A Cash contributions (50%) 0 Foreign trading gross receipts Form 8873B Cash contributions (30%) P Extraterritorial income exclusion Form 8873C Noncash contributions (50%) Q Other foreign transactions See the Partner's InstructionsD Noncash contributions (30%) See the Partner's 17 Alternative minimum tax (AMT) ItemsE Capital gain property to a 50% Instructions A Post-1986 depreciation adjustment

organization (30%) B Adjusted gain or loss See the PartnersF Capital gain property (20%) C Depletion ( other than oil & gas ) Instructions andG Contributions (100%) D Oil, gas, & geothermal - gross Income the Instructions forH Investment interest expense Form 4952 , line 1 E Oil, gas, & geothermal - deductions Form 6251I Deductions -royalty income Schedule E , line 19 F Other AMT itemsJ Section 59 ( e)(2) expenditures See the Partner ' s Instructions 18. Tax-exempt Income and nondeductible expensesK Deductions - portfolio (2% floor) Schedule A, line 23 A Tax-exempt interest income Form 1040, line 8bL Deductions - portfolio (other) Schedule A , line 28 B Other tax-exempt income See the Partner's InstructionsM Amounts paid for medical insurance Schedule A . line I or Form 1040, line 29 C Nondeductible expenses See the Partners InstructionsN Educational assistance benefits See the Partner's Instructions 19 Distributions0 Dependent care benefits Form 2441 , line 12 A Cash and marketable securities 111P Preproductive penod expenses See the Partners Instructions B Distribution subject to section 737 See the Partners InstructionsQ Commercial revitalization deduction See Form 8582 instructions C Other property

from rental real estate activities20 Other Information

R Pensions and IRAs See the Partner's InstructionsA Investment Income Form 4952, line 4a

S Reforestation expense deduction See the Partners Instructions B Investment expenses Form 4952 line 5T Domestic production activities See Form 8903 instructions

C Fuel tax credit information,

Form 4136InformationD Qualified rehabilitation expenditures See the Partner' s Instructions

U Qualified production activities income Form 8903 , line 7b(other than rental real estate)

V Employees Form W-2 wages Form 8903 , line 17

'E Basis of energy property See the Partner' s Instructions

W Other deductions s InstructionsSee the PartnerF Recapture of low-income housing Form 8611, line 8

14. Self-employment earnings (loss)credit (section 420)(5))

Note . If you have a section 179 deduction or any partner-level deductions, see the G Recapture of low-income housing Form 8611, line 8Partne r's Instructions before completing Schedule SE credit (other)

A Net earnings ( loss) from Schedule SE, Section A or B H Recapture of investment credit See Form 4255self-employment I Recapture of other credits See the Partner's Instructions

B Gross farming or fishing income See the Partners Instructions J Look-back interest - completed See Form 8697C Gross non-farm income See the Partner's Instructions long-term contracts

15 Credits K Look -back interest - income forecast See Form 8866

A Low- income housing credit method(section 420)( 5)) from pre-2008 L Dispositions of property withbuildings section 179 deductions

B Low- income housing credit (other ) M Recapture of section 179 deductionfrom pre-2008 buildings N Interest expense for corporate

C Low- income housing credit partners(section 42 (1)(5)) from 0 Section 453 ( 1)(3) informationpost-2007 buildings See the Partner' s Instructions P Section 453A(c) information

D Low-income housing credit Q Section 1260 (b) information See the Partner's(other) from post -2007 R Interest allocable to production Instructionsbuildings expenditures

E Qualified rehabilitation S CCF nonquallfied withdrawalsexpenditures (rental real estate ) T Depletion information - oil and gas

F Other rental real estate credits U Amortization of reforestation costsG Other rental credits V Unrelated business taxable incomeH Undistributed capital gains credit Form 1040 . line 71 , check box a W Precontnbutlon gain (loss)I Alcohol and cellulosic blofuel fuels See the Partners Instructions X Section 108 ( 1) information

credit Y Other InformationJSA2P1300 2 000

53052V 1577

• 0

Form 1 0 6 5 1 U.S. Return of Partnership IncomeDepartment of the Treasury

For calendar year 2012, or tax year beginning _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _, ending _ _ _ _ _ _ _ _ _ _

Internal Revenue Seance ► Information about Form 1065 and its separate instructions is at www.irs.gov/form1065.

A Principal business activity Name of partnership

INVESTMENTS GSCP EXPRO INVESTORS OFFSHORE ,B Principal product or seance Print Number . street , and room or suite no If a P O box, see the instructions

or C/O INVESTMENT TAX GROUPINVESTMENTS ryP' 30 HUDSON STREET , 15TH FLOOR

C Business code number City or town , state, and ZIP code

ri9"2Qnn TPDQLIV rTTV 1,1.T nYZn')-atinn

I Number of Schedules K-1 Attach one for each person who was a partner at any time during the tax year 111 2

J Check If Schedules C and M-3 are attached

Caution . Include only trade or business income and expenses on lines la through 22 below See the instructions for more information

1 a Gross receipts or sales .. . . . . . .. . .. . . . . . . . . la

b Returns and allowances . . .. . . ... ... .. . .. . . lb

c Balance Subtract line 1b from line 1a . ....................... .. . • , 1c

d 2 Cost of goods sold (attach Form 1125-A) .. ... . .... . . . ... . . . . .. . .. . .. 2

E0 3 Gross profit Subtract line 2 from line 1c • 3

4 Ordinary income (loss) from other partnerships, estates , and trusts (attach statement). 4

5 Net farm profit (loss) (attach Schedule F (Form 1040)) .. .. .. . .. . .. . . . . . . ... 5

6 Net gain (loss) from Form 4797, Part II, line 17 (attach Form 4797) . . .. . . . . . . .. . . . 6

7 Other income (loss) (attach statement) . . . . . . . .. . 7

8 Total income ( loss ) . Combine lines 3 throw h 7 , ........................ 8

9 Salaries and wages (other than to partners) (less employment credits) . .. . . . . .. .. . 9

10 Guaranteed payments to partners ... ... .. . .. . .. . .... ... . . . . .... . 10

> 11 Repairs and maintenance . . .. . ... ... .. . .. . .. . . . ... .. . . . . .... . 11

12 Bad debts ........... „ .... 12

13 Rent ............................................... 13

2 14 Taxes and licenses . ... . .. . . ........... .. . . ... .. .. . ... ... . . 14

15 Interest . .. .. . ... . .. . . ........ . . . .. . . ... .. .. . ... .. . .. 15

E 16 a Depreciation (if required, attach Form 4562).... .... 16a

b Less depreciation reported on Form 1125-A and elsewhere on return 16b 16c

w 17 Depletion ( Do not deduct oil and gas depletion.) 17

.2 18 Retirement plans , etc .. .. .. .... ..... . ... .. . ....... . . .. .... . 18

19 Employee benefit programs .......................... ......... 19

20 Other deductions (attach statement) . , , . , 20

21 Total deductions . Add the amounts shown In the far ri g ht column for lines 9 throug h 20 . 21

22 Ordina ry business income ( loss) . Subtract line 21 from line 8 .. ............... 22

SignHere

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 general partner or limited liability company member manager)

is based on all information of which preparer has any knowledge May the IRS discuss this return with th

preparer shown below (see

instructions) ?1:1

Yes ® N

Signature of general partner or limited liability company member manager Date

PaidP

PnntiType preparers name

KARINA HERNANDEZ

Preparers signature Date Check if

self-employed

PTIN

Preparer

Firm's name 10- ERNS T & YOUNG U.S. LLP Firm 's EIN ► - 5 655 9 6Use Only Firm's address 11110- 5 TIMES SQUARE

NEW YORK. NY 10036

Phone no

212-773-3000For Paperwork Reduction Act Notice, see separate instructions.

JSA

2P1010 3 000

OMB No 1545-0099

X0012D Employer identification number

98-0606631E Date business started

F Total assets (see theinstructions)

G Check applicable boxes ( 1) Initial return (2) 1:1 Final return ( 3) q Name change ( 4) 1:1 Address change ( 5) El Amended return

(6) Technical termination - also check ( 1) or (2

H Check accounting method ( 1) Cash ( 2) ® Accrual (3 Other specify)

Form 1065 (2012)

53052V 1577

E •GSCP EXPRO INVESTORS OFFSHORE, L.P. 98-0606631

Form 1065 ( 2012) Page 4

•, 5 1TIMM __ Partners ' Distributive Share Items Total amount

I Ordinary business income ( loss) (page 1 , line 22) , ,, , ,,,,, , , , , , ,,, , , , , , , 1

2 Net rental real estate income ( loss) (attach Form 8825 ) ... ........... 2

3a Other gross rental income ( loss) ,, ,, , , , , , , , , , , 3a

b Expenses from other rental activities ( attach statement) . . . 3b

c Other net rental income ( loss) Subtract line 3b from line 3a ,, , , , , ,,,, , , , , , , 3c

4 Guaranteed payments .. .................................. 4

0 5 Interest income . .. . .. . . . . .. . ... ... ... .. .. .. .. .. . .. . .. . . 5

6 Dividends a Ordinary dividends ............... SEE. STATEMENT. 1.. 6a 23.E b Qualified dividends 6b...............

7 Royalties 7

8 Net short-term capital gain ( loss) (attach Schedule D (Form 1065)) ........ ... , 8

9a Net long -term capital gain (loss ) ( attach Schedule D (Form 1065 ).. 9a

b Collectibles (28%) gain ( loss) .. .... ............ 9b

c Unrecaptured section 1250 gain (attach statement ) ... . .. 9c

10 Net section 1231 gain ( loss) (attach Form 4797) 10, , , , , , , , , , , , , , , , , , , , , ,

11 Other income ( loss ) ( see instructions ) Type ► 11

U) 12 Section 179 deduction (attach Form 4562 ) .. . . . ... . ... . .. .. .... . . . . . 12

13a Contributions .. .. .. . . . . . .. . ... . .. ... .. .. ... . .. . ... .. .. 13a

b Investment interest expense . . . .. . ... ... ... .. .. .. . ... ... . . . . . 13b

______ ________ ( 2) Amount ►c Section 59(e)(2 ) expenditures (1) Type ► 13c ( 2 )____ _

d Other deductions (see instructions ) Type ► SEE STAT EMENT 13d 32 ,8 07.

a 14a Net earnings ( loss) from self-employment .. .. . . ... . ... . .. . .. . .. . . . . 14a^

zEd b Gross farming or fishing income . ............................... 14b

viw E ...................................c Gross nonfarm income . . . 14c

15a Low- income housing credit (section 42( )( 5)) . . .. ... . ... . .. . ..... . . . . .. 15a

y b Low- income housing credit ( other) . . .. . . ... ... .. ... ... . . ... . . . .. 15b

c Qualified rehabilitation expenditures ( rental real estate ) ( attach Form 3468 ) . . . . . .. . . 15c

d Other rental real estate credits (see instructions ) Type 15d

e Other rental credits ( see instructions ) Type ► _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 15e

f Other credits ( see instructions ) Type ► 15f

16a Name of country or U S possession ► OC--------------------------------b Gross income from all sources , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 16b 25.

U, c Gross income sourced at partner level , , , , , , , , , , , , , , , , , , , , , , , , , , , , 16c

o Foreign gross income sourced at partnership level

cc d Passive category ► 2 3 a General category ► f Other ► 16f---------- ------------

Deductions allocated and apportioned at partner level

g Interest expense ► h Other . .. .. .. . .. . .. .. 10,--------------------

16h

C Deductions allocated and apportioned at partnership level to foreign source income

i Passive category ► 30,183 j General category ► k Other ►-

16koLL

----------I Total foreign taxes (check one ) ► Paid Accrued 161

m Reduction in taxes available for credit ( attach statement) .......... .......... 16m

n Other foreign tax information ( attach statement)

X 17a Post- 1986 depreciation adjustment .............................. 17a

'- E b Adjusted gain or loss ... ... . .. ... ........ . .. ... ... ... . .. .. 17b0=E W

c Depletion ( other than oil and gas) 17c

E EP d Oil gas , and geothermal properties - gross income .......... . .. .... . . .. . 17d

Q'E a

,

e Oil, gas , and geothermal properties - deductions ....................... 17e

...............................f Other AMT items ( attach statement ) 17f

18a Tax-exempt interest income 18a

° b Other tax-exempt income 18b

E c Nondeductible expenses ..................................... 18c

19a Distributions of cash and marketable securities .. .... . ...... . . . . . . .... .. 19a

b Distributions of other property ................................. 18b

t 20a Investment income . ... ... . .. ... ........... ... ... . .. . .. ... 20a 25.O b Investment expenses ... ... ...... .... ..... .. .. .... ... .. ... 20b 32 7 .

c Other items and amounts attach statement ' - -

Form 1065 (2012)

JSA

2P1030 2 000

53052V 1577

• •

Forml065 (2012 ) GSCP EXPRO INVESTORS OFFSHORE, L.P. 98-0606631 Page 5

I Net income (loss) Combine Schedule K, lines 1 through 11 From the result, subtract the sum of

Schedule K lines 12 through 13d, and 161. 1 3 2 782................................. -32

2 Analysis by

partner type

a General partners

b Limited partners

(i) Corporate(ii) Individual

(active)(iii) Individual

(passive) (iv) Partnership(v) Exemptorganization

(vi)Nominee/Other

8

-32 , 774.

Balance Sheets per Books I Beginning of tax year End of tax year

Assets ( a) (b) (c) (d)

I Cash ..................... 272a Trade notes and accounts receivable

b Less allowance for bad debts

3 Inventories

4 U S government obligations. . . . . . . . . .

5 Tax-exempt securities

6 Other current assets (attach statement)

7a Loans to partners (or persons related to partners)

b Mortgage and real estate loans

8 Other investments (attach statement) STMT 2 20,907,888, 23 , 373 , 959......

S a Buildings and other depreciable assets . . . . .

b Less accumulated depreciation

10a Depletable assets

b Less accumulated depletion

11 Land (net of any amortization) . . . . . . .

12a Intangible assets (amortizable only)

b Less accumulated amortization

13 Other assets (attach statement) . . . . , . . .

14 Total assets . . . . . . . . . . . . . . . .

Liabilities and Capital

15 Accounts payable . . . . . . . . . . . . . .

16 Mortgages, notes , bonds payable in less than 1 year.

17 Other current liabilities (attach statement) STMT 2 12 , 134. _ 11 , 118 All non recourse loans

19 a Loans from partners (or persons related to partners)

b Mortgages , notes, bonds payable in 1 year or more

20 Other liabilities (attach statement) . _ • • . , , STMT 2- 2 , 577 . 5 1 1.21 Partners' capital accounts

_

322 Total liabilities and capital - . . . . 21, 08, 97 1^ 3, 64 6, 234,HReconciliation of Income ( Loss) per Books With Income (Loss) per ReturnNote . Schedule M-3 may be required instead of Schedule M-1 (see instructions)

I Net income (loss) per books . . . 6 Income recorded on books this year not included

2 Income included on Schedule K, lines 1 , 2, 3c,

5, 6a, 7, 8. 9a, 10 , and 11, not recorded on

on Schedule K, lines 1 through 11 (itemize)

a Tax-exempt interest $------------

books this year (itemize)----------

3 Guaranteed payments (other than

health insurance)

-------------------------7 Deductions included on Schedule K, lines

1 through 13d, and 161, not charged

4 Expenses recorded on books this year

not included on Schedule K, lines 1

through 13d, and 161 (itemize)

a Depreciation $---------------

against book income this year (itemize)

a Depreciation $-----------------

-------------------------

-------------------------b Travel and entertainment $ 8 Add lines 6 and 7 . . . . . . . . . . . . .

9 Income (loss) (Analysis of Net Income

5 Add lines 1 through 4 (Loss), line 1) Subtract line 8 from line 5.

Anal sis of Partners ' Capital AccountsI Balance at beginning of year , 21 . 1 4 2 6 Distributions a Cash .

2 Capital contributed a Cash 2 9 2 ,9 47. b Property . . . . . . . ,

b Property

.

7 Other decreases (itemize)

3 Net income (loss) per books

4 Other increases (itemize). __________________

5 Add lines 1 through 4JSA2P1035 4 000 Form 1065 (2012)

53052V 1577

• •

GSCP EXPRO INVESTORS OFFSHORE, L.P. 98-0606631

FORM 1065 SUPPORTING SCHEDULES

SCHEDULE K - LINE 6A - DIVIDEND INCOME----------------------------------------------------------------------------NON-QUALIFIED DIVIDENDS-----------------------

NONQUALIFIED DIVIDENDS FROM FOREIGN

CORPORATIONS 23.---------------

TOTAL ORDINARY DIVIDENDS 23.------------------------------

SCHEDULE K - LINE 13D - OTHER DEDUCTIONS--------------------------------------------------------------------------------DEDUCTIONS RELATED TO PORTFOLIO INCOME(LOSS)--------------------------------------------

OTHER PORTFOLIO DEDUCTIONS (2% FLOOR) 32,807.---------------

TOTAL DEDUCTIONS RELATED TO PORTFOLIO INCOME(LOSS) 32,807.

TOTAL OTHER DEDUCTIONS 32,807.

STATEMENT 1

2XX063 1 000

53052V 1577

LJ

GSCP EXPRO INVESTORS OFFSHORE, L.P.FORM 1065, SUPPORTING SCHEDULES------------------------------------------------------------------------------SCHEDULE L - LINE 8 - OTHER INVESTMENTS------------------------------------------------------------------------------INVESTMENTS

TOTAL OTHER INVESTMENTS

•

----------------------------------------------------------------------------BEGINNING ENDING

--------------- ---------------

20,907,888 . 23, 373, 959.--------------- ---------------

20,907, 888. 23 , 373, 959.--------------- ------------------------------ ---------------

98-0606631

SCHEDULE L - LINE 17 - OTHER CURRENT LIABILITIES BEGINNING ENDING

PROFESSIONAL

-

FEES PAYABLE

-------------- -

12,134.

--------------

11,168.

TOTAL OTHER

-

CURRENT LIABILITIES--

-------------- -

12,134.-------------- --------------- -

--------------

11,168.----------------------------

SCHEDULE L - LINE 20 - OTHER LIABILITIES--------------------------------------------------------------------------------OTHER LIABILITIES

TOTAL OTHER LIABILITIES

BEGINNING---------------

2,577.---------------

2,577.------------------------------

ENDING---------------

511.---------------

511.------------------------------

STATEMENT 2

2XX063 1 000

53052V 1577

•Form 8949

•

on return ( Name and SSN or taxpayer identification no not required it shown on other side ) I Social secunty number or taxpayer ide

No 12Aication num

Most brokers issue their own substitute statement instead of using Form 1099-B They also may provide basis information (usually your cost) to you onthe statement even if it is not reported to the IRS. Before you check Box A, B, or C below, determine whether you received any statement(s) and, if so,the transactions for which basis was reported to the IRS Brokers are required to report basis to the IRS for most stock you bought in 2011 or later

Long-Term. Transactions involving capital assets you held more than one year are long-term. For short-termtransactions, see page 1.

You must check Box A, B, orC below. Check only one box. If more than one box applies for your long-term transactions, complete

a separate Form 8849, page 2, for each applicable box If you have more long-term transactions than will fit on this page for one or

more of the boxes, complete as many forms with the same box checked as you need

(A) Long-term transactions reported on Form(s) 1099-B showing basis was reported to the IRS

(B) Long-term transactions reported on Form(s) 1099-B showing basis was not reported to the IRS

(C ) Lon g-term transactions not eported to you on Form 1099-B

3

(a)Descri tion of ertro

b)Date ac uired

(c)Date sold or

(d)Proceeds

Cost (e) otherbasis See the

Adjustment, if any, to gain or loss.If you enter an amount in column (g),

enter a code in column (0See the separate instructions.

(h)Gain (loss).

Subtract column (e)p p p y(Example 100 sh XYZ Co)

q(Mo , day, yr) disposed

(Mo , day, yr)(sales puce)

(see instructions)Note below andsee Column (e)in the separateinstructions

(Code(s) frominstructions

Amountunt ofadjustment

from column (d) andcombine the result

column (g)

SEE FORM 8949 DETAIL ,

4 Totals. Add the amounts in columns (d), (e), (g), and(h) (subtract negative amounts) Enter each total hereand include on your Schedule D, line 8 (if Box A aboveis checked), line 9 (if Box B above is checked), or line10 ( if Box C above is checked . ► , 256,257 , 301 , 935 54 , 322

Note . If you checked Box A above but the basis reported to the IRS was incorrect, enter in column (e) the basis as reported to the IRS, and enter anadjustment in column (g) to correct the basis See Column (g) in the separate instructions for how to figure the amount of the adjustment

For Paperwork Reduction Act Notice , see your tax return instructions. Form 8949 (2012)JSA 2g^%2 W 1577

ENTERPRISE VBNTtrRR FUND I. L.P 39-20767 S8

( a) Description of property FORM 8949 LONG - TERM BOX C ( b) Dateacquired

( c) Date sold (d ) Proceeds( sales price )

( e) Cost or otherbasis

(f) Code(s)frominstructions

(g) Amount ofadjustment

(h) Gain or (loss)

BIOPROPIL 8P. 2.0 .0 02 / 01 / 2009 12 / 06 / 2012 3 , 256 ,257m 2 , 301, 935. 954 322.

TOTALS . ItM, ;^^ 3 256,257. 2 , 301 , 935 . 954 322.

JSA

2X8420 3 000

52522W -

•

Form 1065Department of the TreasuryInternet Revenue Service

A Principal business actMty

•

U.S. Return of Partnership IncomeFor calendar year 2012 , or tax year beginning ________________, ending _ _________

► Information about Form 1065 and its separate Instructions is at www.irs.gov/form1065.

INVESTMENTSB Principal product or service Print

or

INVESTMENTS type.

C Business code number

9 method () Cash (2) ® Accrual (3) Other (specify) ► - - - - _ --- _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

I Number of Schedules K-1 Attach one for each person who was a partner at any time during the tax year ► - - - - - _ _ _ _ L3TJ Check If Schedules C and M-3 are attached l X

Caution . Include only trade or business income and expenses on lines 1a through 22 below. See the instructions for more information

I a Gross receipts or sales .. ... ..... ... ...... . la

b Returns and allowances . .. . ..... . ... ..... lb

c Balance Subtract line 1 b from line 1a .. .... .. . . . . .. .. . . .... .. ... . . . I c

y 2 Cost of goods sold (attach Form 1125-A) . . ......... .. .... ...... ... . . 2

E 3 Gross profit Subtract line 2 from line 1c .............................. 3

4 Ordinary income ( loss) from other partnerships , estates, and trusts ( attach statement).... 4

5 Net farm profit ( loss) (attach Schedule F (Form 1040)) ....................... 56 Net gain ( loss) from Form 4797, Part II, line 17 (attach Form 4797 ) . . .. .. . . .. . .. . 6

7 Other income ( loss) (attach statement) . . .. . . .. . .. .. 7

8 Total income ( loss ) . Combine lines 3 throw h 7 . ......................... 8

9 Salaries and wages (other than to partners) ( less employment credits ) . . . .. .. . ... . 9

j 10 Guaranteed payments to partners . ......... .. .... .. . . .... .. . .. . . 10

E 11 Repairs and maintenance ... ... .... ... ........ .... ...... . . . .. 11

12 Bad debts ............................................ 12

13 Rent . .............................................. 13

14 Taxes and licenses . ... . .. .. .. . . . . . . ...... .. .. . . . . .. .. . . . . . 14

15 Interest ...... ... . .. . . . .. . . . . . ...... .. .. . . . . . . .. . . . .. . . 15

16 a Depreciation ( if required , attach Form 4562 ). . . .... . 16a

b Less depreciation reported on Form 1125-A and elsewhere on return 16b 16c

w 17 Depletion ( Do not deduct oil and gas depletion .) .. .... ..... . . . .. .. ..... 17

0 18 Retirement plans , etc... .. . ..... . .. ........ .. . . .. .. .. .. . .. .. . 18

19 Employee benefit programs .. .. ... . ............ . . .. .. .. .. . .. .. 19

20 Other deductions ( attach statement) .. .. ..... , . . , . . .. 20

CI 21 Total deductions . Add the amounts shown in the far ri ht column for lines 9 throug h 20 . 21

22 Ordinary business income ( loss) . Subtract line 21 from line 8 . ............... 22

Under penalties of perjury, I declare that I have examined this return , Including accompanying schedules and statements , and to the best of my

SignH

knowledge and belief , it is true , correct , and complete . Declaration of preparer (other than general partner or limited liability company member manager)

is based on all information of which preparer has any knowledge. May the IRS discuss this return with th

preparer shown below (see

ere ® Yes [::] NMshudions )9

D ateSignature of general partner or limited liability company member manager

Paid Print/Type preparer 's name Prepa r signature

1

Dat

Y72c(/J

Check if

lf l d

PTIN

FELIX BEGELFOR 1.4, " -emp oyese 20 1 06 4223PreparerFirm's name 0- Fun's EIN ► - 5 9

Use OnlyFirm's address 10, 5 TIMES SQUARE Phone no

NEW YORK. NY 10036 212 -77 3 - 3000For Paperwork Reduction Act Notice, see separate instructions.

JSA

2P10103000

Number , street , and room or suite no If a P 0 box, see the instructions.

MAPLES CORPORATE SERVICES LIMITED

City or town, state , and 2JP code

O MB No 1 545-0099

2012D Employer Identification number

- -JV-/-VT07:

E Date business started

F Total assets (see theinstructions)

G Check applicable boxes- ( 1) Initial return ( 2) q Final return ( 3) El Name change ( 4) q Address change ( 5) El Amended return

(6) Technical termination - also check (1) or (2L]

H Check accounting 1

Form 1065 (2012)

52522W 1577

ENTERPRISE VENT• FUND I, L.P. • 39-2076758Form 1065 ( 2012) Page 4

Partners' Distributive Share Items Total amountI Ordinary business income (loss) (page 1, line 22), . . .... 12 Net rental real estate income (loss) (attach Form 8825) ... .. ... . . . . .. 23a Other gross rental income (loss) ... . . . . . . . . . . . . .. 3a

b Expenses from other rental activities (attach statement) , . . . 3b

c Other net rental income (loss) Subtract line 3b from line 3a 3c4 Guaranteed payments . ... ..... . ... . .. . . . . .... . . . . . .. . . . .. 4

0 5 Interest income , 5

6 Dividends a Ordinary dividends .. . . . . .. .. . .. .. . . . . . .. . . .. .. . 6a 58 5 , 0 75-CDE b Qualified dividends . . 6b 585 , 076............° . .

7 Royalties 7

8 Net short-term capital gain (loss) (attach Schedule D (Form 1065)) . . . . . ... . . . .. 8

9a Net long-term capital gain (loss) (attach Schedule D (Form 1065?) .. . . . .. . . . . . . . 9a 9 5 4, 3 22.b Collectibles (28%) gain (loss) . . .. . .. .. . . . . . .. . 9b

c Unrecaptured section 1250 gain (attach statement) . . . . .. 9c10 Net section 1231 gain (loss) (attach Form 4797) , , , , , , , , , , , , , , , , , , , , , 10

11 Other income loss see instructions Type ► 11

12 Section 179 deduction (attach Form 4562) . . . .. . .. .. .. . . . . . . .. . . . . .. . 12

.2 13a Contributions . . ... . .. . . ... .. . . . . . . . . . . .. .. . .. 13a

b Investment interest expense . . ... . . . .. . .. . . . . .. . .. . . . . .. . . . . .. . 13b

c Section 59(e)(2) expenditures (1) Type ► ------------------- (2) Amount ► 13c 2

d Other deductions ( see instructions ) Type ► SEE STATEMENT 1 13d 3 , 432 , 207.14a Net earnings (loss) from self-employment .. . .. . . . . . .. . .. .. . ... . . . . . . 14a

Cd b Gross farming or fishing income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14b

d'W 6 c Gross nonfarm income . ..................................... 14c

15a Low-income housing credit (section 42())(5)) . . . . . .. .. .. .. .. . . . . .. . . .. . 15a

b Low-income housing credit (other) . .. . . . . . . . . .. ... . .. . . . . . . .. . . .. . 15bS

M c Qualified rehabilitation expenditures (rental real estate) (attach Form 3468) .. . . . ... . 15c

d Other rental real estate credits (see instructions) Type 15d

e Other rental credits (see instructions) Type ► -------------------- 15e

f Other credits see instructions Type ► 15f16a Name of country or US possession ► PL

--------------------------------b Gross income from all sources ............ . . . . . . ..... . ........ 16b 1 , 53 9, 3 9 8.

U, c Gross income sourced at partner level . . ...... . .. . . .. .. .. . .. . . . ... . . 16c 54 322o Foreign gross income sourced at partnership level

d Passive category ► 585,076 a General category ► f Other ►---------- ------------

16fC Deductions allocated and apportioned at partner level

g Interest expense ► h Other . . .. . . .. . . . . . .. ►--------------------

16h

o Deductions allocated and apportioned at partnership level to foreign source incomeo i Passive category No. 3,432, 2 07. _ j General category ► k Other 00, 16kLL I Total foreign taxes (check one). ► Paid q Accrued . .. , 161

m Reduction in taxes available for credit (attach statement) . ........... ... . ... . 16mn Other foreign tax information (attach statement) , .......................

X 17a Post-1986 depreciation adjustment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17a

d' E b Adjusted gain or loss . . .. . ... .. . .. . . . .... ... . .. .... . . .. .... 17b

cc E °=' c Depletion (other than oil and gas) 17c

E E R d Oil, gas, and geothermal properties - gross income . . .. ...... . . . . . ... . ... . 17d

Q Q e Oil, gas, and geothermal properties - deductions . . . .. .. . ... .. . . .. .. . . .. . 17e

...............................f Other AMT items ( attach statement ) 17f

18a Tax-exempt interest income 18a

° b Other tax-exempt income 18b

E c Nondeductible expenses .. . ..... . .. . . . .. .. ... ... ... .. . . . .... . 18c

0 19a Distributions of cash and marketable securities ... ... ....... .... . . . ... . 19a 245 , 767.

C b Distributions of other property ..... . ... ... ...... .. . . ... . ... .... 19b

20a Investment income .. . .. .. . ... . . .. . ..... ... ... . . . ..... .... 20a 585, 0 7 6.O b Investment expenses .. .. . .... .. . . . ...... ... ... . . . ..... . . . . . 20b 3,43 2 2 07,

c Other items and amounts (attach statement)Form 1065 (2012)

JSA21`1030 2 000

52522W 1577

F orm 1065 (2012) ENTERPRISE VESRE FUND I, L.P. • 39-2076758 PageSAnalysis of Net Income (Loss)

1 Net income (loss) Combine Schedule K, lines 1 through 11 From the result, subtract the sum of

.................................Schedule K, lines 12 through 13d, and 161. 1 - 1 892 809

2 Analysis by

partner type

a General partners

b Limited partners

(i) Corporate(Ii) Individual

(active)(iii) Individual

(passive)(iv) Partnership (v) Exempt

organization(vi)

Nominee/Other

-103 , 644

-103 , 645 -684 046 -980 , 745 -20 , 729

• Balance Sheets per Books Beginning of tax year End of tax year

Assets ( a) (b) (c) (d)

I Cash .. .................. 3, 11 228 ,2 a Trade notes and accounts receivable

b Less allowance for bad debts

3 Inventories ..................4 U S government obligations , , , , , , , , , .

5 Tax-exempt securities , . . . .

6 Other current assets (attach statement)

7 a Loans to partners ( or persons related to partners)

b Mortgage and real estate loans

8 Other investments ( attach statement ) STMT 2 53,991,205, 65 , 044 , 522...

9 a Buildings and other depreciable assets , , , , ,

b Less accumulated depreciation , , , , , , , ,

10a Depletable assets , , , , , , , , , , , , , , ,

b Less accumulated depletion

11 Land ( net of any amortization ) , , , , , , . , ,

12a Intangible assets ( amortizable only) . . . . . .

b Less accumulated amortization

13 Other assets ( attach statement) , • , . . . , , 4 , 753 . NONE14 Total assets ,411-S401S2 68,155, 750.

Liabilities and Capital15 Accounts payable , , , , , , , , , , , , ,

1

16 Mortgages , notes, bonds payable in less than 1 year .

17 Other current liabilities ( attach statement) STMT 2 84 , 218. 86 ,9 40.18 All nonrecourse loans

19 a Loans from partners (or persons related to partners)

b Mortgages , notes , bonds payable in 1 year or more

20 Other liabilities ( attach statement)

21 Partners ' capital accounts . , , , . . . . . . . 54,068"

68.068,810,22 Total liabilities and capital , , . . . . . . . . . 54, 152,A 13- 68,155,750,

• Reconciliation of Income ( Loss ) per Books With Income ( Loss) per ReturnNote . Schedule M-3 may be required instead of Schedule M-1 (see instructions)

I Net income (loss) per books 6 Income recorded on books this year not included

2 Income included on Schedule K, lines 1, 2, 3c,

5, 6a, 7 , 8, 9a, 10. and 11 , not recorded on

on Schedule K lines 1 through 11 (itemize)

a Tax- exempt interest $------------

books this year ( itemize)- --- ----

3- -

Guaranteed payments (other than

health insurance), , , , , , , , ,

7-------------------------Deductions included on Schedule K, lines

1 through 13d , and 161 , not charged

4 Expenses recorded on books this year

not included on Schedule K, lines 1

through 13d , and 161 ( itemize)

a Depreciation $---------------

a

against book income this year ( itemize)

Depreciation $-----------------

-------------------------

-------------------------b Travel and entertainment $ - - - - - - - 8 Add lines 6 and 7 . . . . . . . . . . . . .

______________________ 9 Income (loss) (Analysis of Net Income5 Add lines 1 through 4 (Loss), line 1) Subtract line 8 from line 5

• Anal sis of Partners ' Cap ital AccountsI Balance at beginning of year , . , 54 , 068 . 1 9 5. 6 Distributions a Cash . . . . . . . . . , . 24 5,767.2 Capital contributed a Cash . . . , • , 11 , 3 4 0 4 5 5 . b Property . . . . . . . . .

b Property , . 7 Other decreases (Itemize).

3 Net income (loss) per books , , ,

.

1 , 667 , 9 41.4 Other increases (itemize)

-STMT-2-1 237 9 86 . 8

_ _ _ _ _Add lines 6 and 7 , , , , , , , 2 4 5 , 6 7 .

5 Add lines 1 through 4 , 9 Balance at end of year Subtract line 8 from Ime 5

.

2P1035 4 000

52522W 1577

Form 1065 (2012)

SCHEDULE D

(Form 1065)

Department of the TreasuryInternal Revenue Service

• •Capital Gains and Losses

to Form 1065 or Form 8865.

► Use Form 8949 to list your transactions for lines 1 , 2, 3, 8, 9 , and 10.► Information about Schedule D (Form 1065 ) and its separate Instructions Is at www.irs.govRorm1065.

I Employer i

OM B No 1 5 45-0099

2012cation number

ENTERPRISE VENTURE FUND I , L.P. 39-2076758Short-Term Capital Gains and Losses - Assets Held One Year or Less

Complete Form 8949 before completing (d) Proceeds (sales puce ) (e) Cost or other basis (g) Adjustments to gain or (h) Gain or ( loss). Subtractcolumn ( e) from column (d)line 1, 2 , or 3. This form may be easier to from Form(s) 8949 , from Form ( s) 8949 , Part I, loss from Form ( s) 8949 ,and combin e resultcomplete if you round off cents to whole dollars Part I, line 2, column (d) line 2, column (e) Part I , line 2, column (g)

with column (g)

I Short-term totals from all Forms 8949with box A checked in Part 1

2 Short-term totals from all Forms 8949with box B checked in Part 1

3 Short-term totals from all Forms 8949with box C checked in Part 1

4 Short-term capital gain from installment sales from Form 6252, line 26 or 37 ... . . . . . . .. . 4

5 Short-term capital gain or (loss) from like-kind exchanges from Form 8824 . .. .. . . .. . ... . 5

6 Partnership's share of net short-term capital gain (loss), including specially allocated short-term

capital gains (losses), from other partnerships, estates, and trusts .. . .. . ..... . . . . . .... 6

7 Net short-term capital gain or (loss). Combine lines 1 through 6 in column (h) Enter here and

on Form 1065, Schedule K, line 8 or 11, or Form 8865, Schedule K, line 8 or 11 7• 411 Long- I erm t;apltal Gains ana Losses - Assets tiela more i nan one Year

Complete Form 8949 before completing (d) Proceeds (sales puce) (e) Cost or other basis (g) Adjustments to gain or(h) S dtGam or (loss ). u n

(d)cooflumn from columnum (line 8, 9, or 10 This form may be easier to from Form(s) 8949, from Form(s) 8949, Part II, loss from Form(s) 8949,and combine the resultcomplete if you round off cents to whole dollars Part II, line 4, column (d) line 4, column (e) Part II, line 4, column (g)

with column (g)

8 Long-term totals from all Forms 8949with box A checked in Part II

9 Long-term totals from all Forms 8949with box B checked in Part II

10 Long-term totals from all Forms 8949with box C checked in Part II 3 , 256 , 257. 2 1 301 , 935. 954 , 322.

11 Long-term capital gain from installment sales from Form 6252, line 26 or 37 . ... .. . . . .. .. 11

12 Long-term capital gain or (loss) from like-kind exchanges from Form 8824 . .. ....... ... . . 12

13 Partnership's share of net long-term capital gain (loss), including specially allocated long-term

capital gains (losses), from other partnerships, estates, and trusts . . . ........ . . .. . .. .. 13

14 Capital gain distributions (see instructions) . ...... .. . . . .......... . . . . . . ... 14

15 Net long -term capital gain or (loss). Combine lines 8 through 14 in column (h) Enter here and

on Form 1065, Schedule K line 9a or 11, or Form 8865, Schedule K, line 9a or 11 ... . . ... .. . 15 954 , 322.For Paperwork Reduction Act Notice, see the Instructions for Form 1065. Schedule D (Form 1065) 2012

JSA

2X10493000

52522W 1577

ENTERPRISE VENTURE FUND 1IL.P. • 39-2076758FORM 1065 SUPPORTING SCHEDULES----------------------------------------------------------------------------------------------------------------------------------------------------------------SCHEDULE B - QUESTION 4A DETAIL--------------------------------------------------------------

NAME OF ENTITY EIN COUNTRY

------------------ ------- ------- ---

DYSTRYBUCJA POLSKA S.P. Z.O.O. FOREIGNUS PL 30.400BL STREAM OY FOREIGNUS FI 34.680PBKM S.A. FOREIGNUS PL 55.820SCREEN NETWORK S.A. FOREIGNUS PL 26.670R&C UNION S.A. FOREIGNUS PL 32.000IT WORKS S.A. PL 100.000BALLROOM INTERNATIONAL GMBH FOREIGNUS GM 35.000

SMARTREE S.R.L. FOREIGNUS RO 100.000EURO-TAX.PL S.A. FOREIGNUS PL 25.010AS WMG HOLDING COMPANY FOREIGNUS EN 41.010

SCHEDULE K - LINE 13D - OTHER DEDUCTIONS--------------------------------------------------------------------------------DEDUCTIONS RELATED TO PORTFOLIO INCOME(LOSS)

MANAGEMENT FEE EXPENSE 3,035,196.

ABORTED DEAL COSTS 191,116.

CUSTODY AND BANKING FEES 5,112.

OTHER PORTFOLIO DEDUCTIONS 168,909.

AMORTIZATION OF ORGANIZATIONAL COSTS 31,874.

TOTAL DEDUCTIONS RELATED TO PORTFOLIO INCOME(LOSS) 3,432,207.---------------

---------------

TOTAL OTHER DEDUCTIONS 3,432,207.

STATEMENT 1

2XX063 1 000

52522W 1577

0 •ENTERPRISE VENTURE FUND L.P. 39-2076758FORM 1065, SUPPORTING SCHEDULES-------------------------------------------------- -------------- ------------------------------------------------------------------SCHEDULE L - LINE 8 - OTHER INVESTMENTS

--------------BEGINNING

----------------ENDING

--

R&C UNION S.A.

-------------

1,590,260.

---------------

1,335,018.PBKM S.A. 7,953,890. 20,115,152.SCREEN NETWORK S.A. 1,432,270. NONEBIOPROFIL POLSKA SP. Z O.O. 3,477,075. NONESMARTREE SP.ZOO 1,950,335. 1,990,697.DYSTRYBUCJA POLSKA SP. Z O.O. 5,274,535. 4,849,684.NORTAL S.A. ( FORMER WEBMEDIAGROUP S.A) 11,970,980. 9,928,040.EURO-TAX PL SA 1,822,065. 1,654,894.BALLROOM INTERNATIONAL GMBH 8,093,750. 9,263,174.

IT WORKS S.A.(F/K/A WEB INN S.A.) 10,426,045. 7,799,942.

BLSTREAM OY NONE 8,107,921.--

TOTAL OTHER INVESTMENTS----

-------------

53,991,205.--------------------------

---------------

65,044,522.------------------------------

SCHEDULE L - LINE 17 - OTHER CURRENT LIABILITIES BEGINNING 'ENDING--

^ACCRUED EXPENSES

-------------

84,218.

---------------

84,512.

UNCALLED CAPITAL BALANCE--

NONE-------------

2,428.---------------

TOTAL OTHER CURRENT LIABILITIES----

84,218.--------------------------

86,940.------------------------------

SCHEDULE M-2 - LINE 4 - OTHER INCREASES-- ------------------------------------ -

TRANSLATION ADJUSTMENT 1,237,986.

TOTAL OTHER INCREASES

---------------

1,237,986.------------------------------

STATEMENT 2

2XX063 1 000

52522W 1577

A •ENTERPRISE VENTURE FUND .P. 39-2076758SCH K-1 SUPPORTING SCHEDULES PARTNER # 2 GEORGE KAISER FAMILY FOUNDATION

ITEM L------

- RECONCILIATION OF INCOME------------------ ------------

INCOME

-- - ---------------------------(LOSS) FROM SCH. K-1, LINES 1 - 11 862,063.

LESS: DEDUCTIONS FROM SCH. K-l, LINES 12, 13, 16L, AND 16M 1,842,808.

TOTAL INCOME PER SCHEDULE K-1 -980,745.

PLUS: INCOME RECORDED ON BOOKS, NOT INCL. ON SCH. K-l:

UNREALIZED GAIN (LOSS) AND OTHER

TEMPORARY DIFFERENCES 1,976,170.AMORTIZATION OF ORGANIZATIONAL COSTS 17,849.

PLUS: OTHER INCREASES TO PARTNER'S CAPITAL

TRANSLATION ADJUSTMENT 702,534.---------------

TOTAL INCOME PER ITEM L, CURRENT YEAR INCR(DECR) 1,715,808.------------------------------

LINE 13 - OTHER DEDUCTIONS----------------------------------------------------K DEDUCTIONS - PORTFOLIO (2% FLOOR)

MANAGEMENT FEE EXPENSE 1,620,485.

ABORTED DEAL COSTS 107,025.

CUSTODY AND BANKING FEES 2,862.

OTHER PORTFOLIO DEDUCTIONS 94,587.

AMORTIZATION OF ORGANIZATIONAL COSTS 17,849.

TOTAL BOX K 1,842,808.

PARTNER FOOTNOTES

FOR THE TAX YEAR ENDED DECEMBER 31, 2012, ENTERPRISE VENTURE FUND I,

L.P. GENERATED NO UNRELATED BUSINESS TAXABLE INCOME.

FOR CORPORATE PARTNERS ONLY:

NONE OF THE DIVIDENDS ON LINE 6A QUALIFY FOR THE DIVIDENDS RECEIVED

DEDUCTION UNDER IRC SECTION 243(A).

STATEMENT 12P9000 1 000

52522W 1577

0 46ENTERPRISE VENTURE FUND I, L.P PARTNER # 2 39-2076758

SCHEDULE K-1 SUPPORTING SCHEDULES GEORGE KAISER FAMILY FOUNDATION

PARTNER FOOTNOTES

TRANSFEREE FOREIGN CORPORATION AND TRANSFER OF PROPERTY INFORMATION

TRANSFEREE #1

NAME OF TRANSFEREE

ADDRESS

COUNTRY CODE

IDENTIFYING NUMBER

FOREIGN LAW CHARACTERIZATION

IS THE TRANSFEREE A CONTROLLED FOREIGN CORPORATION?

TYPE OF PROPERTY

DATE OF TRANSFER

FMV ON DATE OF TRANSFER

TRANSFEROR'S PERCENTAGE INTEREST BEFORE THE TRANSFER

TRANSFEROR'S PERCENTAGE INTEREST AFTER THE TRANSFER

BLSTREAM OY

MANNERHEIMINTIE 105, 00-280 HELSINKI

FI

1558323-7

CORPORATION

NO

CASH

4/3/2012

2,171,679

1154%

1943%

ADDITIONAL INFORMATION

THE ANSWERS BELOW PERTAIN TO THE TRANSFERS LISTED ABOVE

LINE 11-15 NO

LINE 16 YES

LINE 17 NO

0 0

Consent to Apportionment Plan by Controlled Group Members

Organization : Tulsa Community Foundation

TIN: 73-1554474

Tax Year Ended : December 31, 2012

Statement Attached to and Made a Part of theIncome Tax Return For the Year Ended:

Apportionment Plan for the Tax Year that IncludedDecember 31,

12/31/2012

2012

Pursuant to regulations issued under IRC Sections 38, 179, and 1561, the component member of thecontrolled group listed blow consent to the following apportionment plan.

Name Graduated Tax Rate Alt. Accum. Section FloridaAddress Structure Min. Earnings 179 Exempt.

ID No./Tax Year Tax Credit Exp . Limit1) Tulsa Community Foundation 15% $50,000 None None None None

7030 S. Yale, Suite 600 Tulsa, 25% $25,000OK 74136 34% $100,00073-1554474 5% AllTaxable Year Ending12/31/2012

2) George Kaiser Family 15% None None None None NoneFoundation 25% None7030 S. Yale, Suite 600 Tulsa, 34% NoneOK 74136 5% None73-1574370Taxable Year Ending12/31/2012

3) Tulsa Beautification 15% None None None None NoneFoundation, Inc. 25% None7030 S. Yale, Suite 600 Tulsa, 34% NoneOK 74136 5% None55-0911599Taxable Year Ending12/31/2012

4) Tulsa Educare, Inc. 15% None None None None None

2511 E. 5"' Pl. 25% NoneTulsa, OK 74104 34% None20-1232950 5% NoneTaxable Year Ending06/30/2012

5) Metairie Hotel Ventures, Inc. 15% None None None None None7030 S. Yale, Suite 600 25% NoneTulsa, OK 74136 34% None27-3474678 5% NoneTaxable Year Ending12/31/2012

6) Jacksonville Hotel Ventures, 15% None None None None 5,000Inc. 25% None7030 S. Yale, Suite 600 34% NoneTulsa, OK 74136 5% None27-3478921Taxable Year Ending12/31/2012

• •

7) Tulsa Hotel Ventures, Inc. 15% None None None None None7030 S. Yale, Suite 600 25% NoneTulsa, OK 74136 34% None27-3478840 5% NoneTaxable Year Ending12/31/2012

8) Mathews Building Manager, 15% None None None None None

LLC 25% None7030 S. Yale, Suite 600 34% NoneTulsa, OK 74136 5% None27-3789746Taxable Year Ending12/31/2012

9) RPA Building Manager, LLC 15% None None None None None

7030 S. Yale, Suite 600 25% NoneTulsa, OK 74136 34% None45-2736993 5% NoneTaxable Year Ending

12/31/1210) George B. Kaiser Foundation 15% None None None None None

7030 S. Yale, Suite 600 25% NoneTulsa, OK 74136 34% None27-0509940 5% NoneTaxable Year Ending12/31/12

11) Together Tulsa, Inc. 15% None None None None None

7030 S. Yale, Suite 600 25% NoneTulsa, OK 74136 34% None27-1442356 5% NoneTaxable Year Ending12/31/12

12) GKFF Investment Financing, 15% None $40,000 $250,000 $500,000 None

Inc. 25% None7030 S. Yale, Suite 600 34% NoneTulsa, OK 74136 5% None45-2899242Taxable Year Ending12/31/12

Signatures of Authorized Persons:

1.) Tulsa Community Foundation

By:Name : Phil Lakin, Jr.Title: Chief Executive Officer

2.) George Kaiser Family Foundation

By:Name: Phil Lakin, Jr.Title: Director

3.) Tulsa Beautification Foundation, Inc.


4.) Tulsa Educare, Inc.

By: jr 2-A^IkName : ' Van HankenTitle: President

5.) Metairie Hotel Ventures, Inc.

By:Name: Phi Lakin, Jr.Title: Director of George Kaiser

Family Foundation

6.) Jacksonville Hotel Ventures, Inc.

By:Name: Phil Lakin, Jr.Title: Director of George Kaiser

Family Foundation

7.) Tulsa Hotel Ventures, Inc.


Family Foundation

8.) Mathews Building Manager, LLC

By:Name : P ' 1 Lakin, Jr.Title: Director of George Kaiser

Family Foundation

•

•9.) RPA Building Manager, LLC


Family Foundation

10.) George B. Kaiser Foundation


11.) Together Tulsa, Inc.

By:Name: Phil Lakin, Jr.Title: President

12.) GKFF Investment Financing Inc.

By: 1Name: Phil LaIdn,Jr.Title: Director of George Kaiser

Family Foundation

•

Placeder One, LLC100%

GKFF InvestmentFlnandng, Inc.

100%

Sotyndra Solar II, LLC83 333%

Mathews 2 Subtenant.LLC100%

t_.

George B Kaiser Foundation

Oklahoma EnergyFutures Institute, LLC

100%

MasterLLC

0.01%

George Kaiser Family Foundation Notable PE/Fund

Investments

SLb VnWea Itael Fug LLC 10UR9teue Vbsee FrMre I1L UC 100%

wo.c."ft. LLc auslie*8017%

Fierp. WWe Furul5018101318Ye Patteen Ilt 4951%Ard u Cg19 V.Y. FVId 46 31%

III RE Fine 44 7%i%dRja, L1DOr LP 33 33%

PGeo Ama%J Qsoei Fne 25 4$%Ita• Ceps/ 0 2197%

CE Word 4 Ce lLC 20sIon Ceyf Pnnr f to 71%li+br TYeeer 10 - 15118%811e RMd CAOM 14 80%Eapem V 1387%usi Cr4e 0 110%lnpa%rud 1090%

il

rbrookProperbGs, GKFF Real Estate II, GKFF Real Estate IV7Parks for Tulsa , LLC LLC

RSD Properties . LLCLLC LLC

Ina0%100%

100%100% 100%

Inactive

RPA Building Manager. Cartesian Ins 2009A GKFF Real Estate, LLCGKFF Investment GKFF Real Estate III,

LLC GKFF, LLC Company, LLC LLC100% 100%

100%100% 100%

RPA Master TenantLLC001%

Mathews BuildingManager,LLC

100%

snarl , Mathews 2 MasterTenant, LLC001%

GKFF MathewsDevelopment. LLC

8499%(35% Mathews Master

Tenant LLC)(0,01%GKFF)

GKFF Mathews 2, LLC89,99%

(10% Mathews 2 MasterTenant LLC)(001% GKFF)

Investments

Omen s8 6%360 Degree Solar 47 o8%%

Vi ntee 41.29%LEonovatbn 3395%Was 30 85%Cordys 29 68%

Aepml Aerogels 28 46%Teravida 28.1%CorAsssfat 20 47%eVantra 1e 71%Situ 19.66%

iMTddty 19 40%VenturEast 18 69%AdIrarlls 16 45%

Tr nsPharma 14 93%VKL Spim 14 74%CED Group 14 73%OrlaMed Ada 10 43%TeraDiode 10 18%

Argonaut Ventures100%

(Mauritius)

Argonaut Investments

100%

(Mauritius)

Argonaut Capital100%

(Mauritius)

AVI Trading, LLC100% Class A

250 Montgomery SF.LLC100%

Sotyndra Solar. LLC73.333%

AE DIP 2011. LLC593%

Argonaut Solar, LLC100%

Maya Maritime NVGKFF COE, LLC(Belgium)

9999%99999%0001 %TCF (001%APE)

GKFF Ventures I . LLC I I Brady Avenue 1, LLC100% 100%

AHI Tulsa Hotel

Holdings LLC58 7% Tulsa Hold Verdure

313% AVI

TTulsa Hotel Paraers LLC

90,66%

AHI Jacksonville Hotel

Holdings LLC89 3% JV hold Ventures

307% AVI

Ins meat LLC9066%

Tulsa Hotel VenturesInc.100%

Jacksonville Hotel

Ventures Inc100%

LLC8086%

Argonaut Tulsa HotelLLC100%

Argonaut JacksonvilleHotel LLC100%

U]

V'

Alit Mefalrte Hotel Metairie Hotel Ventres Argonaut Metatrle HotelHoed gs LLC Inc LLC J

793% MetaWe Hotel Vent 100% 100%207%AVI

PaM^rs LLC9068%

A" "a"ene" momT

-

AMI AMWrt0.1 InvestmentLLC

9494%

0/9/2013

ENTERPRISE VENTURE FUND I, L Pas of December 2012

EVF \L-P

10ox

EVF 1 Irn^t

earl

(liuwnmuryl

zsot x

I I Polsk' Bank Screen Ne-rkBL Lreamr OV

AS WMG HolGirq

]0 4% 100% 55 ez11 41 0 %% ]a7%

t1nlem.WrrI

I

]r eey

Madeerek^ Camp..)

IF^^

rzysty ( Estonia )SA

( Polantl ) 100%

Eurocretle

SD o o

ured

Euro-tax to Semcu AS ZonalFlscale Emlprenb ( Estonia )SRL (Romania ) BL StreaSR

t^ zoo Sp zoo (USA)

(po

CUF S7ACC

Sp z o o ( Estonia ) AdSOMIOroCllmea Sunu 70ox 1pp% prltl UAB Norlal

BanksSp100%

) ( Lnhuanla ) Eeul E -Arvete py CEE GmbH

(Le1Wa) (Poland ) 70o% Keskln 00

6555% ae%Cabondos Inoeslmenb II (fka 100% (Ealonla) 5o s% 1. so"

EEwkAlonEND Krlo Euro-Tao pl) Sp z o oTHE LEG

(Hungary) ( Poland ) Atlapiha Inben Lln-HunOarN)

rue')(TuPARTNERSHIP (

Euro-Tax pl ( fka CaNatloe ( Lnhuanla) )Stemlab Irrestments Sp z o o(Romano ) ( Dolan)

Hoblrg

Imx sla six six 50 4%

CORPORATIONFemlcordHungary 57% SMbe Cella 99% 100% 100% 1- Imx ssx Sales Correct Rekfamz SEM

(Atl

Sal" ContactbEwhtibn Mkfa5Metlla

(Hungary ) ( Spain)Chanpelopk ( Hungary )

( Romania Net (Turkey) (Turkey)

Wedneala EgyDl OU Nortal SRL IBIIIBoartl IBIOBoartl BBelemerlb py w 0%

V(SPanro 7^% 55%( E6Ya) ( Estonia ) (Romania ) (Polantl ) (Turkey ) ( PaWnd) sly

DISREGARDED ENTITY I.too%

ClakMOtb )TuYatla

n (TU key)

Nortal DOO ^ea^'^5% Femiwrd Italia

IWebmetlla Gull LLC 100% 9763% (Hungary)

(Italy) (Oman ) ( Serbia)

I MeduedaNortal Oy

Notes UpslCe OU(Flnlantl)

111 The 0 1 % of Reklamz TR Is owned by AdSoultlons CEE, Llnce ( 0 1%) SEM ( 0 1%) (Estonia)

121 The 0 1 % of Llnkz TR Is owned by AESouloons CEE, Reklamz (0 1%) SEMIS 1%)(3) The 0 1 %

ofSEM TR I. owned by AMSoultlons CEE Llnkz ( 0 1%) Reklamz (0 1%)

(41 The 0 1 % of Vidyoda TR Is owned by AdSouRlons CEE, SEM ( 0 1%), Reklamz 10 1%)

0 •

Form 8868 (Rev 1-2013) Page 2

• If you are filing for an Additional (Not Automatic) 3-Month Extension , complete only Part II and check this box - '

Note. Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868

• If you are filing for an Automatic 3-Month Extension , complete only Part I (on page 1)

P rt I Additional (Not Automatic) 3-Month Extension of Time. Only file the original (no copies needed).Enter filer's identifying number, see instructions

Name of exempt organization or other filer, see instructions

Type orprint

Number, street, and room or suite number If a P 0 box, see instructions

File by theextendedd ue datefingyouror 7030 S. Yale Avenue , Suite 600mslrucbons City, town or post office, state, and ZIP code For a foreign address, see instructionsi nstructions

See

Tulsa. OK 74136

Employer identification number (EIN) or

73-157437

Enter the Return code for the return that this application is for (file a separate application for each return) O1

ApplicationIs For

ReturnCode

ApplicationIs For

ReturnCode

Form 990 or Form 990-EZ 01 y-r i

Form 990-BL 02 Form 1041-A 08Form 4720 (individual) 03 Form 4720 09

Form 990-PF 04 Form 5227 10

Form 990-T (section 401 (a) or 408(a) trust) 05 Form 6069 11Form 990-T (trust other than above) 06 Form 8870 12

STOP! Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868.

• The books are in care of - Ken Levit------------------------------------

Telephone No ^ j 9181 494 - 8823 FAX No ( 918 ) 583-8251• If the organization does not have an office or place of business in the United States , check this box

• If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) If this is for thewhole group , check this box if it is for part of the group , check this box ► and attach a list with the names and EINs of all

members the extension is for

4 I request an additional 3 month extension of time until 11/15 20 13---------5 For calendar year 2012 , or other tax year beginning , 20 , and ending , 20

---- --------- -- ---------6 If the tax year entered in line 5 is for less than 12 months, check reason

F1Initial return FIFinal return

n Change in accounting period

7 State in detail why you need the extension - Taxpayer_respectfully_reguests additional _time togather information necessary_ to file_ a complete and accurate-tax- return --- --- --- ---

8a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less anynonrefundable credits See instructions 8a$

b If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated taxpayments made Include any prior year overpayment allowed as a credit and any amount paid previouslywith Form 8868 8b$

c Balance due . Subtract line 8b from line 8a Include your payment with this form, if required, by usingEFTPS (Electronic Federal Tax Payment System) See instructions 8 c , $

Signature and Verification must be completed for Part II only.

Under penalties of perjury. I declare that I have exam i ned th i s form , i ncluding accompanying schedules and statements , and to the best of my knowledge and bel i ef , it is true,correct , and complete , and that I am authorized to prepare this form

Sig nature Title ► Tax Manager/CPA Date ► jell -31,A I

BAA FIFZ0502L 01/21/13 Form 88 (Rev 1-2013)

990 return eforganization exemptfromtometax...

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