FUGITT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FUGITT FOUNDATION (EIN 20-1189418)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-17
- IRS object ID
- 202501379349100500
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-17T08:14:21-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861482803 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MESA ADVISORY PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 N WESTERN AVE STE 210 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201189418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FUGITT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FUGI | BusinessNameControlTxt |
| Phone | 9184244005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3397 | AddressLine1Txt |
| City | MCALESTER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM DIEHL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9184244005 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZACHARY S BLUETHMAN | PreparerPersonNm |
| PTIN | P00962005 | PTIN |
| Phone | 4056084330 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,803,877 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,057,226 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $91,839 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $91,839 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $955,786 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $955,786 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,740 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,141,418 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $59,833 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $41,576 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,308,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,089,201 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,025 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $125,333 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125,333 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $62,553 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $62,553 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,050 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,050 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $253,961 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $199,961 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,549,553 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,549,553 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,803,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $199,961 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,549,553 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $504,910 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $889,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$39,004 | CashBOYAmt |
| Cash EOY | $19,707 | CashEOYAmt |
| Cash EOYFMV | $19,705 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,979,841 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,082,832 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,082,832 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $704,311 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $610,077 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $578,713 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,992,248 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,532,129 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,828,701 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,182,916 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,970,346 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,650,886 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,577,571 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,682,399 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,643,040 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $31,397,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,897,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,803,877 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $31,397,883 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,897,490 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,397,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,897,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,397,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,897,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,397,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $504,910 | ExcessRevenueOverExpensesAmt |
| Subtotal | $31,902,793 | SubtotalAmt |
| Other Decreases | $5,303 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,897,490 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,360 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,360 | SubtotalAmt |
| Tax Based On Investment Income | $12,360 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,302 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $36,302 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,942 | OverpaymentAmt |
| Applied To ES Tax | $23,942 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://FUGITTFOUNDATION.COM/ | WebsiteAddressTxt |
| Individual With Books | SARAH LANCE | IndividualWithBooksNm |
| Phone | 9184293150 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1226 | AddressLine1Txt |
| City | MCALESTER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| SARAH LANCE | ||||||||
| 1401 E WADE WATTS AVE | MCALESTER | OK | 74501 | SECRETARY | 2.00 | $18,000 | $0 | $0 |
| JOHN MONNIN | ||||||||
| 5672 INFINITY LANE | VIRGINIA BEACH | VA | 23464 | TRUSTEE | 1.00 | $12,000 | $0 | $0 |
| MICHELLE FUGITT | ||||||||
| 4117 W FULTON STREET | BROKEN ARROW | OK | 74012 | TRUSTEE | 1.00 | $12,000 | $0 | $0 |
| TIM DIEHL | ||||||||
| PO BOX 1226 | MCALESTER | OK | 74502 | PRESIDENT | 2.00 | $12,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,001,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,194,982 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,196,904 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $34,196,904 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $512,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,683,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,684,198 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,684,198 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,360 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,360 | TotalTaxAmt |
| Distributable Before Adj | $1,671,838 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,671,838 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,671,838 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,549,553 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,549,553 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,671,838 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $92,035 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $43,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $135,119 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,549,553 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,549,553 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $122,285 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $122,285 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,834 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,834 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $12,834 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CHOOSE TO GIVE | |||||
| 30 E CHOCTAW | MCALESTER | OK | 74501 | CHARITABLE - TO HELP FUND PROGRAMS | $300,000 |
| CITY OF MCALESTER | |||||
| 28 E WASHINGTON AVE | MCALESTER | OK | 74502 | CHARITABLE - TO HELP FUND PROGRAMS | $40,000 |
| COMMUNITY OF HOPE | |||||
| 524 W OSAGE AVE | MCALESTER | OK | 74501 | CHARITABLE - TO HELP FUND PROGRAMS | $223,977 |
| DREAM CITY CHURCH | |||||
| 124 V HUBERT SMITH DR | MCALESTER | OK | 74501 | RELIGIOUS - TO FURTHER THE PROGRAM | $21,700 |
| EASTERN OK STATE COLLEGE | |||||
| 1301 W MAIN ST | WILBURTON | OK | 74578 | CHARITABLE - TO FURTHER THE PROGRAM | $300,000 |
| MCALESTER BAND & GUARD BOOSTER CLUB | |||||
| PO BOX 436 | MCALESTER | OK | 74501 | CHARITABLE - TO FURTHER THE PROGRAM | $53,333 |
| MCALESTER KIAMICHI TECH | |||||
| 301 KIAMICHI DR | MCALESTER | OK | 74501 | CHARITABLE - TO FURTHER THE PROGRAM | $18,365 |
| MCALESTER REGIONAL HEALTH CENTER | |||||
| 1 CLARK BASS RD | MCALESTER | OK | 74501 | CHARITABLE - TO FURTHER THE PROGRAM | $4,000 |
| OKLAHOMA PARKINSON'S ALLIANCE | |||||
| 720 W WILSHIRE BLVD 109 | OKLAHOMA CITY | OK | 73116 | CHARITABLE - TO FURTHER THE PROGRAM | $25,000 |
| PITTSBURG COUNTY THANKSGIVING | |||||
| 4500 US HWY 270 W | MCALESTER | OK | 74501 | CHARITABLE - TO FURTHER THE PROGRAM | $10,000 |
| PITTSBURG COUNTY YOUTH SHELTER | |||||
| 904 N 9TH ST | MCALESTER | OK | 74501 | CHARITABLE - TO FURTHER THE PROGRAM | $1,678 |
| PRISON FELLOWSHIP | |||||
| PO BOX 1550 | MERRIFIELD | VA | 22116 | CHARITABLE - TO FURTHER THE PROGRAM | $50,000 |
| SGT MILES TARRON FOUNDATION | |||||
| 216 E CHOCTAW AVE | MCALESTER | OK | 74501 | CHARITABLE - TO FURTHER THE PROGRAM | $1,500 |
| SOUTHEASTERN OK LIBRARY SYSTEM | |||||
| 2820 N MAIN ST | MCALESTER | OK | 74501 | CHARITABLE - TO FURTHER THE PROGRAM | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,549,553 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,839 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $955,786 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $143,740 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NONDIVIDEND DIST | 14 | $41,576 |
| EXCISE TAX REFUND | 41 | $18,257 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,107,458 | ExclusionAmt |
| Related Or Exempt Function Incm | $143,740 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,251,198 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RUYANA FUGITT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1226 | AddressLine1Txt |
| City | MCALESTER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,057,226 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $9,025 | Amt |
| Net Investment Income | $9,025 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | 2023-01 | PURCHASE | 2024-12 | $1,611 | $1,611 | |
| SHORT TERM COVERED | 2024-01 | PURCHASE | 2024-12 | $366,126 | $42,574 | $323,552 |
| LONG TERM COVERED | 2023-01 | PURCHASE | 2024-12 | $388,681 | $99,555 | $289,126 |
| BOEING CO NOTE | 2022-12 | PURCHASE | 2024-02 | $100,000 | $100,000 | |
| BOEING CO NOTE | 2022-12 | PURCHASE | 2024-02 | $50,000 | $50,000 | |
| TULSA OKLA PUB FAC | 2017-08 | PURCHASE | 2024-12 | $235,000 | $235,000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,970,346 | EOYBookValueAmt |
| EOYFMV | $2,650,886 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCK FUNDS | $1,500,990 | $2,233,967 |
| EQUITY ETPS | $13,870,716 | $16,675,092 |
| FIXED INCOME ETPS | $8,160,423 | $7,919,642 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $395,202 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $379,350 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $214,875 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $199,363 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CERTIFICATES OF DEPOSIT | AT COST | $44,161 | $44,161 |
| OTHER ETPS | AT COST | $459,576 | $456,835 |
| BLACKSTONE FUNDS | AT COST | $1,872,677 | $1,836,059 |
| NB CROSSROADS | AT COST | $200,431 | $200,431 |
| FIDELITY CO FEEDER | AT COST | $105,554 | $105,554 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $5,303 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| WEBSITE DESIGN | $3,050 | $3,050 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NONDIVIDEND DIST | $41,576 | $41,576 |
| EXCISE TAX REFUND | $18,257 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $125,333 | Amt |
| Net Investment Income | $125,333 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $13,307 | $13,307 |
| EXCISE TAXES | $48,357 | $48,357 |
| PROPERTY TAX | $889 | $889 |
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