2025-05-17T08:14:21-04:00 2024-12-31 861482803 MESA ADVISORY PLLC 6301 N WESTERN AVE STE 210 OKLAHOMA CITY OK 73118 990PF 2024-01-01 201189418 THE FUGITT FOUNDATION FUGI 9184244005 PO BOX 3397 MCALESTER OK 74502 TIM DIEHL PRESIDENT 9184244005 2025-05-13 true false ZACHARY S BLUETHMAN P00962005 4056084330 2025-05-13 2024 2025-03-06 01:10:19Z X X 34803877 X 1057226 91839 91839 955786 955786 143740 1141418 59833 41576 2308424 1089201 54000 9025 9025 125333 125333 62553 62553 3050 3050 253961 199961 0 1549553 1549553 1803514 199961 1549553 504910 889240 -39004 19707 19705 1979841 2082832 2082832 704311 610077 578713 22992248 23532129 26828701 3182916 2970346 2650886 2577571 2682399 2643040 31397883 31897490 34803877 0 X 31397883 31897490 31397883 31897490 31397883 31897490 31397883 504910 31902793 5303 31897490 12360 12360 12360 36302 36302 23942 23942 false false false false false false false true true OK true false false false false true HTTPS://FUGITTFOUNDATION.COM/ SARAH LANCE 9184293150 PO BOX 1226 MCALESTER OK 74502 false false false false false false false false false false false false false false false false false false false false SARAH LANCE 1401 E WADE WATTS AVE MCALESTER OK 74501 SECRETARY 2.00 18000 0 0 JOHN MONNIN 5672 INFINITY LANE VIRGINIA BEACH VA 23464 TRUSTEE 1.00 12000 0 0 MICHELLE FUGITT 4117 W FULTON STREET BROKEN ARROW OK 74012 TRUSTEE 1.00 12000 0 0 TIM DIEHL PO BOX 1226 MCALESTER OK 74502 PRESIDENT 2.00 12000 0 0 NONE NONE N/A 32001922 2194982 0 34196904 34196904 512954 33683950 1684198 1684198 12360 12360 1671838 1671838 1671838 1549553 1549553 1671838 92035 43084 135119 1549553 1549553 122285 122285 12834 0 12834 12834 X CHOOSE TO GIVE 30 E CHOCTAW MCALESTER OK 74501 CHARITABLE - TO HELP FUND PROGRAMS 300000 CITY OF MCALESTER 28 E WASHINGTON AVE MCALESTER OK 74502 CHARITABLE - TO HELP FUND PROGRAMS 40000 COMMUNITY OF HOPE 524 W OSAGE AVE MCALESTER OK 74501 CHARITABLE - TO HELP FUND PROGRAMS 223977 DREAM CITY CHURCH 124 V HUBERT SMITH DR MCALESTER OK 74501 RELIGIOUS - TO FURTHER THE PROGRAM 21700 EASTERN OK STATE COLLEGE 1301 W MAIN ST WILBURTON OK 74578 CHARITABLE - TO FURTHER THE PROGRAM 300000 MCALESTER BAND & GUARD BOOSTER CLUB PO BOX 436 MCALESTER OK 74501 CHARITABLE - TO FURTHER THE PROGRAM 53333 MCALESTER KIAMICHI TECH 301 KIAMICHI DR MCALESTER OK 74501 CHARITABLE - TO FURTHER THE PROGRAM 18365 MCALESTER REGIONAL HEALTH CENTER 1 CLARK BASS RD MCALESTER OK 74501 CHARITABLE - TO FURTHER THE PROGRAM 4000 OKLAHOMA PARKINSON'S ALLIANCE 720 W WILSHIRE BLVD 109 OKLAHOMA CITY OK 73116 CHARITABLE - TO FURTHER THE PROGRAM 25000 PITTSBURG COUNTY THANKSGIVING 4500 US HWY 270 W MCALESTER OK 74501 CHARITABLE - TO FURTHER THE PROGRAM 10000 PITTSBURG COUNTY YOUTH SHELTER 904 N 9TH ST MCALESTER OK 74501 CHARITABLE - TO FURTHER THE PROGRAM 1678 PRISON FELLOWSHIP PO BOX 1550 MERRIFIELD VA 22116 CHARITABLE - TO FURTHER THE PROGRAM 50000 SGT MILES TARRON FOUNDATION 216 E CHOCTAW AVE MCALESTER OK 74501 CHARITABLE - TO FURTHER THE PROGRAM 1500 SOUTHEASTERN OK LIBRARY SYSTEM 2820 N MAIN ST MCALESTER OK 74501 CHARITABLE - TO FURTHER THE PROGRAM 500000 1549553 14 91839 14 955786 143740 NONDIVIDEND DIST 14 41576 EXCISE TAX REFUND 41 18257 1107458 143740 1251198 false false false false false false false false false false X X 1 RUYANA FUGITT PO BOX 1226 MCALESTER OK 74502 1057226 X INDIRECT ACCOUNTING FEES 9025 9025 CAPITAL GAIN DISTRIBUTIONS 2023-01 PURCHASE 2024-12 1611 1611 SHORT TERM COVERED 2024-01 PURCHASE 2024-12 366126 323552 42574 LONG TERM COVERED 2023-01 PURCHASE 2024-12 388681 289126 99555 BOEING CO NOTE 2022-12 PURCHASE 2024-02 100000 100000 BOEING CO NOTE 2022-12 PURCHASE 2024-02 50000 50000 TULSA OKLA PUB FAC 2017-08 PURCHASE 2024-12 235000 235000 CORPORATE BONDS 2970346 2650886 STOCK FUNDS 1500990 2233967 EQUITY ETPS 13870716 16675092 FIXED INCOME ETPS 8160423 7919642 395202 379350 214875 199363 CERTIFICATES OF DEPOSIT AT COST 44161 44161 OTHER ETPS AT COST 459576 456835 BLACKSTONE FUNDS AT COST 1872677 1836059 NB CROSSROADS AT COST 200431 200431 FIDELITY CO FEEDER AT COST 105554 105554 BASIS ADJUSTMENT 5303 EXPENSES WEBSITE DESIGN 3050 3050 NONDIVIDEND DIST 41576 41576 EXCISE TAX REFUND 18257 CONSULTING 125333 125333 FOREIGN TAXES PAID 13307 13307 EXCISE TAXES 48357 48357 PROPERTY TAX 889 889