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MUNCRIEF FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MUNCRIEF FAMILY FOUNDATION (EIN 46-1611054)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-09
IRS object ID
202431309349102163
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-09T12:13:48-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731601859PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WYMER BROWNLEEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1126 S MAIN STAddressLine1Txt
CityFAIRVIEWCityNm
State AbbreviationOKStateAbbreviationCd
ZIP737372022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461611054EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MUNCRIEF FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMUNCBusinessNameControlTxt
Phone4058332721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP730130469ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGAIL MUNCRIEFPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4058332721PhoneNum
Signature2024-04-25SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGAILPersonFirstNm
Person LastMUNCRIEFPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERICA SHALOYPreparerPersonNm
PTINP00857247PTIN
Phone5802274709PhoneNum
Preparation2024-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$12,224,952FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,596,578ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$18,292InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18,292InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$461,409DividendsRevAndExpnssAmt
Dividends Net Invst Incm$461,409DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,723,606NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,880,220GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,799,885TotalRevAndExpnssAmt
Total Net Invst Incm$479,707TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$810AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$65TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$875TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$586,760ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$586,760ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$587,635TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$586,760TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,212,250ExcessRevenueOverExpensesAmt
Net Investment Income$479,707NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$312,534CashBOYAmt
Cash EOY$716,233CashEOYAmt
Cash EOYFMV$716,233CashEOYFMVAmt
US Government Obligations BOY$506,758USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,603,391USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,621,525USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,467,438CorporateStockBOYAmt
Corporate Stock EOY$3,403,479CorporateStockEOYAmt
Corporate Stock EOYFMV$7,887,194CorporateStockEOYFMVAmt
Other Assets BOY$4,591,936OtherAssetsBOYAmt
Other Assets EOY$6,350,336OtherAssetsEOYAmt
Total Assets BOY$7,878,666TotalAssetsBOYAmt
Total Assets EOY$14,073,439TotalAssetsEOYAmt
Total Assets EOYFMV$12,224,952TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$7,878,666NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$14,073,439NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$7,878,666TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,073,439TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,878,666TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,073,439TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,878,666TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,212,250ExcessRevenueOverExpensesAmt
Subtotal$14,090,916SubtotalAmt
Other Decreases$17,477OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,073,439TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$6CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,668InvestmentIncomeExciseTaxAmt
Subtotal$6,668SubtotalAmt
Tax Based On Investment Income$6,668TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,700EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,700TotalPaymentsAndCreditsAmt
Overpayment$2,032OverpaymentAmt
Applied To ES Tax$2,032AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGAIL MUNCRIEFIndividualWithBooksNm
Phone4058332721PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73013ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD MUNCRIEF
11315 HILLSDALE DREDMONDOK730130469DIRECTOR000.00$0$0$0
GAIL MUNCRIEF
11315 HILLSDALE DREDMONDOK73013DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,726,476AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$514,384AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,240,860TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$11,240,860AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$168,613CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,072,247NetVlNoncharitableAssetsAmt
Minimum Investment Return$553,612MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$553,612MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,668TaxBasedOnInvestmentIncomeAmt
Total Tax$6,668TotalTaxAmt
Distributable Before Adj$546,944DistributableBeforeAdjAmt
Distributable Before Ded$546,944DistributableBeforeDedAmt
Distributable As Adjusted$546,944DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$586,760ExpensesAndContributionsAmt
Qualifying Distributions$586,760QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$546,944DistributableAsAdjustedAmt
Undistributed Income PY$114,695UndistributedIncomePYAmt
Qualifying Distributions$586,760QualifyingDistributionsAmt
Applied To Year1$114,695AppliedToYear1Amt
Applied To Current Year$472,065AppliedToCurrentYearAmt
Undistributed Income CY$74,879UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD MUNCRIEFContributingManagerNm
Contributing ManagerGAIL MUNCRIEFContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ANNA'S HOUSE FOUNDATION
1101 N BRYANT AVEEDMONDOK73034PROVIDE STABLE AND LOVING HOMES$2,000
CHI OMEGA FOUNDATION
3395 PLAYERS CLUB PKWYMEMPHISTN38125SUPPORT OF EDUCATION AND LEADERSHIP$200,000
FIELDS FUTURES
9400 BROADWAY EXTOKLAHOMA CITYOK73114BUILD/MAINTAIN OKCPS ATHLETIC FIELDS$10,000STE 470
FILLING THE VOID TULSA
PO BOX 1134BROKEN ARROWOK74013PROVIDING MEALS TO THOSE IN NEED$10,000
GILCREASE MUSEUM
1400 N GILCREASE MUSEUM RTULSAOK74127DISPLAY ART AND ARTIFACTS$10,000
HEARTS FOR HEARING
11500 PORTLAND AVEOKLAHOMA CITYOK73120IDENTIFY UNIQUE HEARING NEEDS$19,760
KWCO CARES
10 E CAMPBELL STEDMONDOK73034DISTRIBUTE TO OTHER ORGANIZATIONS$1,000
MEMORIAL ROAD CHURCH OF CHRIST
2221 E MEMORIAL ROADEDMONDOK73013UNRESTRICTED GIFT FOR OPERATING EXP$99,500
OKLAHOMA CHRISTIAN UNIVERSITY
2501 E MEMORIAL RDEDMONDOK73013CHRISTIAN EDUCATION$2,000
OKC NATIONAL MEMORIAL MUSEUM
620 N HARVEY AVEOKLAHOMA CITYOK73102HONOR VICTIMS AND SURVIVORS$10,000
OKLAHOMA PROJECT WOMAN
7146 S BRADEN AVETULSAOK74136MEDICAL CARE FOR WOMEN$5,000STE 300
OSU FOUNDATION
PO BOX 1749STILLWATEROK74076HIGHER EDUCATION SCHOLARSHIPS$8,500
NATL COWBOY WESTERN HERITAGE MUSEUM
1700 NE 63RD STOKLAHOMA CITYOK73111PRESERVE HISTORY/CULTURES OF AM WEST$200,000
OKLA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STOKLAHOMA CITYOK73104STUDY OF DISEASES/DISORDERS OF AGING$4,000
SWEAT FEST OKC
1801 WHEELER STOKLAHOMA CITYOK73108INTRO OK TO FITNESS OPPORTUNITIES$5,000STE 150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$586,760TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,292ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$461,409ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,723,606RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$479,701ExclusionAmt
Related Or Exempt Function Incm$1,723,606RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,203,307TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$810Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
DEVON ENERGY CORP2020-03PURCHASE2023-12$1,260,015$505,987$754,028
DEVON ENERGY CORP2020-03PURCHASE2023-12$1,620,199$650,627$969,572

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WPX ENERGY/DEVON ENERGY$3,145,118$7,628,882
MUTUAL FUNDS$258,361$258,312

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,603,391USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,621,525USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
UNREALIZED GAINS - PRE 2020$393,062$9,617
UNREALIZED PRECONTRIBUTION GAIN 2022$4,198,874$4,198,874
UNREALIZED PRECONTRIBUTION GAIN 2023$2,141,845

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX PAIDDesc
Amt$17,477Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$65Amt

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