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MUNCRIEF FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MUNCRIEF FAMILY FOUNDATION (EIN 46-1611054)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202341319349101314
Schema version
2022v5.0
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)
Return2023-05-11T11:03:59-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-08SignatureDt

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
Preparation2023-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,261,765FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,802,961ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,967InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,967InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$622,901DividendsRevAndExpnssAmt
Dividends Net Invst Incm$622,901DividendsNetInvstIncmAmt
Total Rev And Expnss$6,428,829TotalRevAndExpnssAmt
Total Net Invst Incm$625,868TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$720AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$15TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$735TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$146,620ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$146,620ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$147,355TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$146,620TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,281,474ExcessRevenueOverExpensesAmt
Net Investment Income$625,868NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$341,431CashBOYAmt
Cash EOY$312,534CashEOYAmt
Cash EOYFMV$317,534CashEOYFMVAmt
US Government Obligations EOY$506,758USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$506,752USGovtObligationsEOYFMVAmt
Corporate Stock BOY$863,352CorporateStockBOYAmt
Corporate Stock EOY$2,467,438CorporateStockEOYAmt
Corporate Stock EOYFMV$9,437,479CorporateStockEOYFMVAmt
Other Assets BOY$393,062OtherAssetsBOYAmt
Other Assets EOY$4,591,936OtherAssetsEOYAmt
Total Assets BOY$1,597,845TotalAssetsBOYAmt
Total Assets EOY$7,878,666TotalAssetsEOYAmt
Total Assets EOYFMV$10,261,765TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,597,845NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,878,666NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,597,845TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,878,666TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,597,845TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,878,666TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,597,845TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,281,474ExcessRevenueOverExpensesAmt
Other Increases$1,000OtherIncreasesAmt
Subtotal$7,880,319SubtotalAmt
Other Decreases$1,653OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,878,666TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,700InvestmentIncomeExciseTaxAmt
Subtotal$8,700SubtotalAmt
Tax Based On Investment Income$8,700TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$77EsPenaltyAmt
Tax Due$8,777TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
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
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$6,299,518AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$326,482AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,626,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,626,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$99,390CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,526,610NetVlNoncharitableAssetsAmt
Minimum Investment Return$326,331MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$326,331MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,700TaxBasedOnInvestmentIncomeAmt
Total Tax$8,700TotalTaxAmt
Distributable Before Adj$317,631DistributableBeforeAdjAmt
Distributable Before Ded$317,631DistributableBeforeDedAmt
Distributable As Adjusted$317,631DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$146,620ExpensesAndContributionsAmt
Qualifying Distributions$146,620QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$317,631DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$11,722ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$34,116ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,478ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$56,316TotalExcessDistributionCyovAmt
Qualifying Distributions$146,620QualifyingDistributionsAmt
Applied To Current Year$146,620AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$56,316ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$56,316ExcessDistributionCyovAppCYAmt
Undistributed Income CY$114,695UndistributedIncomeCYAmt

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 (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUKE CANCER CENTER BRAIN TUMOR CLIN
20 DUKE MEDICINE CRDURHAMNC27710BEST BRAIN TUMOR TREATMENT$2,500
HEARTS FOR HEARING
11500 PORTLAND AVEOKLAHOMA CITYOK73120IDENTIFY UNIQUE HEARING NEEDS$10,000
CHI OMEGA FOUNDATION
3395 PLAYERS CLUB PKWYMEMPHISTN38125SUPPORT OF EDUCATION AND LEADERSHIP$21,000
ANNAS HOUSE FOUNDATION
1101 N BRYANT AVEEDMONDOK73034PROVIDE STABLE AND LOVING HOMES$2,500
OKLAHOMA FFA FOUNDATION
1500 WEST SEVENTH AVESTILLWATEROK74074SUPPORT AGRICULTURE EDUCATION$3,600
MEMORIAL ROAD CHURCH OF CHRIST
2221 E MEMORIAL ROADEDMONDOK73013UNRESTRICTED GIFT FOR OPERATING EXP$65,500
THE PARK CHURCH OF CHRIST
10600 E 96TH ST STULSAOK74133UNRESTRICTED GIFT FOR OPERATING EXP$3,000
NATIONAL MS SOCIETY
1050 N POST OAK RD ST 240HOUSTONTX77055CURE MS$5,020
KWCO CARES
10 E CAMPBELL STEDMONDOK73034DISTRIBUTE TO OTHER ORGANIZATIONS$1,000
OKLAHOMA CITY NATIONAL MEMORIAL
620 N HARVEY AVEOKLAHOMA CITYOK73102HONOR VICTIMS AND SURVIVORS$10,000
OKLAHOMA PROJECT WOMAN
7146 S BRADEN AVE 300TULSAOK74136MEDICAL CARE FOR WOMEN$5,000
GILCREASE MUSEUM
1400 N GILCREASE MUSEUM RTULSAOK74127DISPLAY ART AND ARTIFACTS$10,000
UNIVERSITY OF OKLAHOMA FOUNDATION
100 W TIMBERDELL RDNORMANOK73019EDUCATION$500
OKLAHOMA CHRISTIAN UNIVERSITY
2501 E MEMORIAL RDEDMONDOK73013CHRISTIAN EDUCATION$2,000
OSU POSSE STAR FUND
219 STUDENT UNIONSTILLWATEROK74078SUPPORT COLLEGIATE ATHLETES$2,500
OSU FOUNDATION
PO BOX 1749STILLWATEROK74076HIGHER EDUCATION SCHOLARSHIPS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$146,620TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,967ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$622,901ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$625,868ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$625,868TotalIncomeProducingActyAmt

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$720Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockWPX ENERGY/DEVON ENERGYStockNm
EOY Book Value$2,467,438EOYBookValueAmt
EOYFMV$9,437,479EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$506,758USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$506,752USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
UNREALIZED GAINS - PRE 2020$393,062$393,062
UNREALIZED PRECONTRIBUTION GAIN 2022$4,198,874

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL TAX PAID$1,651
ROUNDING$2

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescSTALE CHECK NEVER CLEARED - NATL MSDesc
Amt$1,000Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$15Amt

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