MCLAUGHLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MCLAUGHLIN FAMILY FOUNDATION INC (EIN 47-0945945)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202443199349102359
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T10:18:03-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 N BROADWAY AVENUE SUITE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470945945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCLAUGHLIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCLA | BusinessNameControlTxt |
| Phone | 4052564199 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6824 N ROBINSON | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY GRAY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4052564199 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY M FOGLE | PreparerPersonNm |
| PTIN | P01258800 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,007,827 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $596 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $362,951 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $360,544 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,794,961 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,148,982 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,794,961 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,370 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $169,638 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,188,878 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,325,143 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $131,645 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $65,823 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,822 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,060 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,530 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,530 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,824 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,924 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $68,900 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,852 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,676 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,676 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,972 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,972 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,568 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,328 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $302,921 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,193 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $177,228 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,899,308 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,899,308 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,202,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,193 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,076,536 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,351 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,211,950 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $751,254 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,681,953 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,681,953 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $914 | AcctRcvblAmt |
| Acct Rcvbl EOY | $914 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $914 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $15,246 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,980,050 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,251,596 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,251,596 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,731,359 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,035,914 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,073,364 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,073,364 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,609 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,552,432 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,007,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,007,827 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,165 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $10,165 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $24,542,267 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,007,827 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,542,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,007,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,552,432 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,007,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,542,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,351 | ExcessRevenueOverExpensesAmt |
| Other Increases | $478,911 | OtherIncreasesAmt |
| Subtotal | $25,007,827 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,007,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $19,148,982 | GrossSalesPriceAmt |
| Cost Or Other Basis | $17,354,021 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,794,961 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,794,961 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,794,961 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,746 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,746 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,746 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,702 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $54,702 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,956 | OverpaymentAmt |
| Applied To ES Tax | $23,956 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MCLAUGHLINFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCLAUGHLIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4052564199 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6824 N ROBINSON | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | Yes (1) | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEAN MCLAUGHLIN | ||||||||
| 6824 N ROBINSON | OKLAHOMA CITY | OK | 73116 | BOARD PRESIDENT | 0.58 | $5,000 | $0 | $0 |
| AMY MCLAUGHLIN-GRAY | ||||||||
| 6824 N ROBINSON | OKLAHOMA CITY | OK | 73116 | VICE PRESIDENT | 0.58 | $5,000 | $0 | $0 |
| ROBERT MCLAUGHLIN | ||||||||
| 6824 N ROBINSON | OKLAHOMA CITY | OK | 73116 | TREASURER | 0.58 | $5,000 | $0 | $0 |
| CHRISTINA MCLAUGHLIN | ||||||||
| 6824 N ROBINSON | OKLAHOMA CITY | OK | 73116 | SECRETARY | 0.58 | $5,000 | $0 | $0 |
| DAVID MCLAUGHLIN | ||||||||
| 6824 N ROBINSON | OKLAHOMA CITY | OK | 73116 | CO-FOUNDER | 0.58 | $5,000 | $0 | $0 |
| TIM MCLAUGHLIN | ||||||||
| 6824 N ROBINSON | OKLAHOMA CITY | OK | 73116 | BOARD MEMBER | 0.58 | $5,000 | $0 | $0 |
| ELIZABETH MCLAUGHLIN | ||||||||
| 6824 N ROBINSON | OKLAHOMA CITY | OK | 73116 | BOARD MEMBER | 0.58 | $5,000 | $0 | $0 |
| BETH MCLAUGHLIN | ||||||||
| 6824 N ROBINSON | OKLAHOMA CITY | OK | 73116 | BOARD MEMBER | 0.58 | $5,000 | $0 | $0 |
| KELLY GRAY | ||||||||
| 6824 N ROBINSON | OKLAHOMA CITY | OK | 73116 | CEO/BOARD MEMBER | 27.69 | $67,250 | $24,395 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PURPLE INK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 S INDEPENDENCE | AddressLine1Txt |
| City | ENID | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $61,500 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,575,109 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,144,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,099,146 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,818,808 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,818,808 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $357,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,461,526 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,173,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,173,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,746 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $7,760 | IncomeTaxAmt |
| Total Tax | $38,506 | TotalTaxAmt |
| Distributable Before Adj | $1,134,570 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,134,570 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,134,570 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,076,536 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,076,536 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,134,570 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $113,655 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,032,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,038,761 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $458,826 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,643,897 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,076,536 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,134,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $941,966 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,585,863 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $113,655 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,472,208 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,032,655 | ExcessFromYear4Amt |
| Excess From Year3 | $1,038,761 | ExcessFromYear3Amt |
| Excess From Year1 | $458,826 | ExcessFromYear1Amt |
| Excess From Current Year | $941,966 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JEAN MCLAUGHLIN | ContributingManagerNm |
| Contributing Manager | AMY MCLAUGHLIN-GRAY | ContributingManagerNm |
| Contributing Manager | ROBERT MCLAUGHLIN | ContributingManagerNm |
| Contributing Manager | CHRISTINA MCLAUGHLIN | ContributingManagerNm |
| Contributing Manager | DAVID MCLAUGHLIN | ContributingManagerNm |
| Contributing Manager | TIM MCLAUGHLIN | ContributingManagerNm |
| Contributing Manager | ELIZABETH MCLAUGHLIN | ContributingManagerNm |
| Contributing Manager | BETH MCLAUGHLIN | ContributingManagerNm |
| Contributing Manager | KELLY GRAY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KELLY GRAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6824 N ROBINSON | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4052564199 | RecipientPhoneNum |
| Form And Info And Materials | MCLAUGHLIN FAMILY FOUNDATION ACCEPTS GRANT APPLICATIONS BY INVITATION ONLY. GRANT APPLICATION DEADLINES ARE TYPICALLY IN EARLY OCTOBER, WITH DECISIONS MADE IN DECEMBER EACH YEAR. MORE DETAILS AVAILABLE ONLINE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO DEADLINES FOR APPLICATIONS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE ONLY CONSIDERED FOR 501(C) 3 OR EDUCATIONAL ENTITIES THAT PROVIDE SERVICES IN CENTRAL OKLAHOMA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANGELS FOSTER FAMILY NETWORK OKC | |||||||
| 800 W 15TH STREET | EDMOND | OK | 73013 | NONE | PC | GENERAL PURPOSE | $50,000 |
| BECAUSE WE CARE PHILANTHROPY INC | |||||||
| 1024 E BRITTON ROAD | OKLAHOMA CITY | OK | 73131 | NONE | PC | GENERAL PURPOSE | $344,000 |
| CLEATS FOR KIDS | |||||||
| 720 W WILSHIRE BOULEVARD SUITE 120 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $100,000 |
| DONORSCHOOSEORG | |||||||
| 134 W 37TH STREET FLOOR 11 | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $27,910 |
| FIELDS AND FUTURES FOUNDATION | |||||||
| 7001 NW 164TH | EDMOND | OK | 73013 | NONE | PC | GENERAL PURPOSE | $150,000 |
| FIRST SERVE OKC FOUNDATION | |||||||
| 3400 N PORTLAND AVENUE | OKLAHOMA CITY | OK | 73112 | NONE | PC | GENERAL PURPOSE | $37,500 |
| GIRL SCOUTS OF WESTERN OKLAHOMA | |||||||
| 6100 NORTH ROBINSON AVENUE | OKLAHOMA CITY | OK | 73118 | NONE | PC | GENERAL PURPOSE | $30,000 |
| CENTRAL OKLAHOMA HABITAT FOR HUMANITY | |||||||
| 5005 S I 35 SERVICE RD | OKLAHOMA CITY | OK | 73129 | NONE | PC | GENERAL PURPOSE | $125,000 |
| HALO PROJECT | |||||||
| PO BOX 14060 | OKLAHOMA CITY | OK | 73113 | NONE | PC | GENERAL PURPOSE | $100,000 |
| KIPP OKC PUBLIC SCHOOLS | |||||||
| 8400 N ROBINSON AVENUE | OKLAHOMA CITY | OK | 73114 | NONE | PC | GENERAL PURPOSE | $25,000 |
| OKLAHOMA CENTER FOR NON PROFTS | |||||||
| 720 W WILSHIRE BOULEVARD SUITE 115 | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $5,000 |
| OKLAHOMA CITY POLICE ATHLETIC LEAGUE | |||||||
| 3816 S ROBINSON AVENUE | OKLAHOMA CITY | OK | 73109 | NONE | PC | GENERAL PURPOSE | $100,000 |
| OKLAHOMA CITY PUBLIC SCHOOLS FOUNDATION | |||||||
| 431 W MAIN STREET SUITE E | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $125,000 |
| PALOMAR | |||||||
| 1140 N HUDSON | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL PURPOSE | $66,866 |
| PARENT PROMISE | |||||||
| 4323 NW 63RD STREET | OKLAHOMA CITY | OK | 73116 | NONE | PC | GENERAL PURPOSE | $35,000 |
| PIVOT | |||||||
| 201 NE 50TH STREET | OKLAHOMA CITY | OK | 73105 | NONE | PC | GENERAL PURPOSE | $25,000 |
| REMERGE | |||||||
| PO BOX 2845 | OKLAHOMA CITY | OK | 73101 | NONE | PC | GENERAL PURPOSE | $50,000 |
| RESTORE OKC | |||||||
| 2222 NORTHEAST 27TH | OKLAHOMA CITY | OK | 73111 | NONE | PC | GENERAL PURPOSE | $30,000 |
| SUNBEAM FAMILY SERVICES | |||||||
| 1100 NW 14TH STREET | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL PURPOSE | $63,032 |
| THRIVE | |||||||
| PO BOX 18292 | OKLAHOMA CITY | OK | 73154 | NONE | PC | GENERAL PURPOSE | $50,000 |
| UNITED WAY OF CENTRAL OKLAHOMA | |||||||
| PO BOX 248919 | OKLAHOMA CITY | OK | 73124 | NONE | PC | GENERAL PURPOSE | $250,000 |
| WES WELKER FOUNDATION | |||||||
| PO BOX 20777 | OKLAHOMA CITY | OK | 73156 | NONE | PC | GENERAL PURPOSE | $10,000 |
| YMCA OF GREATER OKLAHOMA | |||||||
| 500 N BROADWAY AVE STE 500 | OKLAHOMA CITY | OK | 73102 | NONE | PC | GENERAL PURPOSE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,899,308 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $596 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $362,951 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,794,961 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CREDIT CARD CASH REWARDS | 01 | $944 |
| 990T REFUND | 01 | $29,426 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,188,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,188,878 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,060 | Amt |
| Net Investment Income | $4,530 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,530 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2259028.06 SHS PIMCO TACTICAL OPPORTUNITIES ONSHORE | $1,644,286 | $1,644,286 |
| 78060 SHS ISHARES CORE MSCI INT DEVP MAR | $4,969,300 | $4,969,300 |
| 32198 SHS VANGUARD TTL STK MKT ETF | $7,638,010 | $7,638,010 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WFC INVESTORS, LLC | FMV | $685,784 | $685,784 |
| MARKET TOWER INVESTORS, LLC | FMV | $501,866 | $501,866 |
| HALL CAPITAL III, LP | FMV | $409,300 | $409,300 |
| BSR MINERALS I, LLC | FMV | $487,609 | $487,609 |
| CAPTION PARTNERS II, LP | FMV | $521,136 | $521,136 |
| BLACK MESA INVESTORS V, LLC | FMV | $319,755 | $319,755 |
| BLACK MESA INVESTORS IV, LLC | FMV | $28,231 | $28,231 |
| ELM PARK MINERALS II, LP | FMV | $72,110 | $72,110 |
| OKLAHOMA LIFE SCIENCES FUND III, LLC | FMV | $434,812 | $434,812 |
| SCHONFELD LTD HLD | FMV | $25,676 | $25,676 |
| SCULPTOR OVERSEAS FD II LTD HLD | FMV | $4,524 | $4,524 |
| SEG PARTNERS OFFSH CLASS I | FMV | $551,406 | $551,406 |
| THIRD PT OFFSHORE FUND PN | FMV | $23,427 | $23,427 |
| 250.755 SHS HP/PALOMA LTD - CLASS D | FMV | $291,284 | $291,284 |
| ADVANCED RESEARCH ALPHA FUND, LTD | FMV | $2,131,956 | $2,131,956 |
| HAWK RIDGE PARTNERS OFFSHORE LTD | FMV | $516,315 | $516,315 |
| IMPACT ACCELERATOR, LLC - HOPE HOUSE OKC | FMV | $21,824 | $21,824 |
| IMPACT ACCELERATOR, LLC - PIVOT | FMV | $50,000 | $50,000 |
| 52083 SHS RPAR RISK PARITY ETF | FMV | $996,349 | $996,349 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST | Desc |
| BOY Book Value | $38,609 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $1,599 | $0 | $1,599 |
| WEBSITE EXPENSE | $809 | $0 | $809 |
| INSURANCE | $1,906 | $0 | $1,906 |
| DUES AND SUBSCRIPTIONS | $25,254 | $240 | $25,014 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BLACK MESA INVESTORS IV, LLC | $0 | $8,558 | $0 |
| BLACK MESA INVESTORS V, LLC | $0 | -$42,271 | $0 |
| BSR MINERALS I, LLC | $0 | $4,878 | $0 |
| ELM PARK MINERALS II, LLC | $0 | -$6,334 | $0 |
| MARKET TOWER INVESTORS, LLC | $0 | $99,048 | $0 |
| OKLAHOMA LIFE SCIENCE FUND III, LLC | $0 | -$564 | $0 |
| PIMCO TACTICAL OPPORTUNITIES ONSHORE FUND, LP | $0 | $65,188 | $0 |
| WFC INVESTORS, LLC | $0 | $19,999 | $0 |
| CAPTION PARTNERS II, LP | $0 | $21,136 | $0 |
| CREDIT CARD CASH REWARDS | $944 | $944 | |
| 990T REFUND | $29,426 | $29,426 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $478,911 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $38,274 | $38,274 | $0 |
| PAYROLL FEES | $1,300 | $650 | $650 |
| CONTRACTOR FEES | $69,250 | $1,000 | $68,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $12,500 | $0 | $0 |
| PAYROLL TAXES | $5,352 | $2,676 | $2,676 |
Comments