YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG FAMILY FOUNDATION (EIN 04-3525914)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-01-23
- IRS object ID
- 202320239349100322
- Schema version
- 2021v4.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-23T21:36:54-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112461669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVERCREST FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 COURT SQUARE SUITE 101 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043525914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 9184589271 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SILVERCREST 230 COURT SQUARE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E RYKER YOUNG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9184589271 | PhoneNum |
| Signature | 2023-01-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | E RYKER | PersonFirstNm |
| Person Last | YOUNG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EVAN KWIATKOWSKI | PreparerPersonNm |
| PTIN | P01509799 | PTIN |
| Phone | 4349774420 | PhoneNum |
| Preparation | 2023-01-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | 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 | $7,525,715 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $186,973 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,471 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $186,973 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $322,833 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,094,726 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $322,833 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $509,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $474,304 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $186,973 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $3,050 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $61,524 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,319 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $61,524 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $20,253 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $20,253 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $70 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $84,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,319 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $84,897 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $391,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $391,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $475,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,319 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $84,897 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $391,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,909 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $416,985 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $102,076 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $230,830 | CashBOYAmt |
| Cash EOY | $311,912 | CashEOYAmt |
| Cash EOYFMV | $311,912 | CashEOYFMVAmt |
| US Government Obligations BOY | $920,638 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $522,274 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $504,490 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,305,533 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,738,187 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,663,063 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $34,305 | CorporateBondsBOYAmt |
| Other Investments BOY | $50,010 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,250 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,541,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,622,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,525,715 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $94,000 | GrantsPayableEOYAmt |
| Total Liabilities EOY | $94,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,541,316 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,528,373 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,541,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,528,373 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,541,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,622,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,541,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,909 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,575,225 | SubtotalAmt |
| Other Decreases | $46,852 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,528,373 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MARKETABLE SECURITIES | P | $80,850 | $83,969 | -$3,119 | -$3,119 |
| MARKETABLE SECURITIES | P | $423,042 | $310,574 | $112,468 | $112,468 |
| MARKETABLE SECURITIES | P | $78,991 | $100,000 | -$21,009 | -$21,009 |
| MARKETABLE SECURITIES | P | $707,971 | $725,465 | -$17,494 | -$17,494 |
| MARKETABLE SECURITIES | P | $94,321 | $101,039 | -$6,718 | -$6,718 |
| MARKETABLE SECURITIES | P | $708,964 | $450,846 | $258,118 | $258,118 |
| CLASS ACTION PROCEEDS | P | $587 | $587 | $587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $322,833 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $322,833 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,796 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,796 | SubtotalAmt |
| Tax Based On Investment Income | $5,796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,804 | OverpaymentAmt |
| Applied To ES Tax | $5,804 | 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 | MA | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | TAMMY MURRAY | IndividualWithBooksNm |
| Phone | 4349774420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SILVERCREST 230 COURT SQUARE | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22902 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| E RYKER YOUNG | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| TINA B YOUNG | ||||||||
| C/O SILVERCREST 230 COURT SQUARE | CHARLOTTESVILLE | VA | 22902 | TRUSTEE | 0.10 | $0 | $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 | $7,397,433 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $174,299 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,571,732 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,571,732 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,576 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,458,156 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,908 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,908 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,796 | TotalTaxAmt |
| Distributable Before Adj | $367,112 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $367,112 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $367,112 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $391,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $391,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $367,112 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $293,667 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $71,082 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $364,749 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $391,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $367,112 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,888 | RemainingDistriFromCorpusAmt |
| Total Corpus | $388,637 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $293,667 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $94,970 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $71,082 | ExcessFromYear1Amt |
| Excess From Current Year | $23,888 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASU SUN DEVIL GOLF | ||||||||
| PO BOX 872205 | TEMPE | AZ | 85287 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| BIBLE FELLOWSHIP CHURCH | ||||||||
| 1411 E POPLAR STREET | FORT GIBSON | OK | 74434 | NONE | PUBLIC | PROGRAM SUPPORT | $40,000 | |
| CAMPUS CHRISTIAN FELLOWSHIP | ||||||||
| PO BOX 886 | TAHLEQUAH | OK | 74465 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| CHRISTIAN PARENTING MINISTRY | ||||||||
| PO BOX 567 | CARTHAGE | MO | 64836 | NONE | PUBLIC | PROGRAM SUPPORT | $60,000 | |
| FELLOWSHIP CHRISTIAN ATHLETES | ||||||||
| 3809 S BLVD | EDMOND | OK | 73013 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| FORT GIBSON EDUCATION FOUNDATION | ||||||||
| 500 SOUTH ROSS | FORT GIBSON | OK | 74434 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 | |
| FORT GIBSON EDUCATION FOUNDATION | ||||||||
| 500 SOUTH ROSS | FORT GIBSON | OK | 74434 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 | |
| HAITIAN IMPACT CHRISTIAN MINISTRY | ||||||||
| PO BOX 934 | HALLSVILLE | TX | 75650 | NONE | PUBLIC | PROGRAM SUPPORT | $15,000 | |
| HEART OF GOD MISSION | ||||||||
| PO BOX 1356 | FORT GIBSON | OK | 74434 | NONE | PUBLIC | PROGRAM SUPPORT | $20,000 | |
| KEEFETON FREEWILL BAPTIST CHURCH | ||||||||
| 11701 HIGHWAY 64 SOUTH | MUSKOGEE | OK | 74403 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| MAKE A WISH FOUNDATION OKLAHOMA | ||||||||
| 1900 NW EXPRESSWAY | OKLAHOMA CITY | OK | 73118 | NONE | PUBLIC | PROGRAM SUPPORT | $2,500 | STE 700 |
| NATIONAL FIRE SAFETY COUNCIL | ||||||||
| 505 COLUMBUS STREET | MUSKOGEE | OK | 74401 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 | |
| NSU FOUNDATION | ||||||||
| 812 N CEDAR AVENUE | TAHLEQUAH | OK | 74464 | NONE | PUBLIC | PROGRAM SUPPORT | $10,000 | |
| SABES WINGS - BRET SABERHAGEN FDN | ||||||||
| 179 NIBLICK ROAD 411 | PASO ROBLES | CA | 93446 | NONE | PUBLIC | PROGRAM SUPPORT | $177,500 | |
| STUMO | ||||||||
| PO BOX 567 | CONWAY | AR | 72033 | NONE | PUBLIC | PROGRAM SUPPORT | $14,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $391,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $186,973 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $322,833 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $509,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $509,806 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $3,050 | Amt |
| Adjusted Net Income | $3,050 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY INCOME PORTFOLIO | $2,525,885 | $3,716,226 |
| SMALL CAP PORTFOLIO | $2,212,302 | $2,946,837 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $522,274 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $504,490 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME PORTFOLIO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50,000 | BookValueAmt |
| EOYFMV | $46,250 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK ADJUSTMENT | Desc |
| Amt | $46,852 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| EXPENSES | ||
| FILING FEE | $70 | $70 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $61,524 | Amt |
| Net Investment Income | $57,319 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61,524 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $20,253 | Amt |
| Adjusted Net Income | $20,253 | AdjustedNetIncomeAmt |
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