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MUNCRIEF FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MUNCRIEF FAMILY FOUNDATION (EIN 46-1611054)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-07
IRS object ID
202521279349100442
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-07T11:01:35-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-04-28SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERICA SHALOYPreparerPersonNm
PTINP00857247PTIN
Phone5802274709PhoneNum
Preparation2025-04-28PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,958,587FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$127,405InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$127,405InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$281,158DividendsRevAndExpnssAmt
Dividends Net Invst Incm$281,158DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$24NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,860,017GrossSalesPriceAmt
Total Rev And Expnss$2,408,539TotalRevAndExpnssAmt
Total Net Invst Incm$408,563TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$990AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$65TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$856OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,911TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,580,864ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,580,864ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,582,775TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,580,864TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$825,764ExcessRevenueOverExpensesAmt
Net Investment Income$408,563NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$716,233CashBOYAmt
Cash EOY$1,126,788CashEOYAmt
Cash EOYFMV$1,126,788CashEOYFMVAmt
US Government Obligations BOY$3,603,391USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,375,623USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,423,103USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,403,479CorporateStockBOYAmt
Corporate Stock EOY$6,041,820CorporateStockEOYAmt
Corporate Stock EOYFMV$8,408,696CorporateStockEOYFMVAmt
Other Assets BOY$6,350,336OtherAssetsBOYAmt
Other Assets EOY$6,350,336OtherAssetsEOYAmt
Total Assets BOY$14,073,439TotalAssetsBOYAmt
Total Assets EOY$14,894,567TotalAssetsEOYAmt
Total Assets EOYFMV$10,958,587TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$14,073,439NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$14,894,567NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$14,073,439TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,894,567TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,073,439TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,894,567TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,073,439TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$825,764ExcessRevenueOverExpensesAmt
Subtotal$14,899,203SubtotalAmt
Other Decreases$4,636OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,894,567TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,679InvestmentIncomeExciseTaxAmt
Subtotal$5,679SubtotalAmt
Tax Based On Investment Income$5,679TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,668EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,668TotalPaymentsAndCreditsAmt
Overpayment$989OverpaymentAmt
Applied To ES Tax$989AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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
Org Report Or Register StateOKOrgReportOrRegisterStateCd
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$10,670,259AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$921,511AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,591,770TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$11,591,770AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$173,877CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,417,893NetVlNoncharitableAssetsAmt
Minimum Investment Return$570,895MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$570,895MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,679TaxBasedOnInvestmentIncomeAmt
Total Tax$5,679TotalTaxAmt
Distributable Before Adj$565,216DistributableBeforeAdjAmt
Distributable Before Ded$565,216DistributableBeforeDedAmt
Distributable As Adjusted$565,216DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,580,864ExpensesAndContributionsAmt
Qualifying Distributions$1,580,864QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$565,216DistributableAsAdjustedAmt
Undistributed Income PY$74,879UndistributedIncomePYAmt
Qualifying Distributions$1,580,864QualifyingDistributionsAmt
Applied To Year1$74,879AppliedToYear1Amt
Applied To Current Year$565,216AppliedToCurrentYearAmt
Remaining Distri From Corpus$940,769RemainingDistriFromCorpusAmt
Total Corpus$940,769TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$940,769ExcessDistriCyovToNextYrAmt
Excess From Current Year$940,769ExcessFromCurrentYearAmt

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 (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ANNA'S HOUSE FOUNDATION
1101 N BRYANT AVEEDMONDOK73034PROVIDE STABLE AND LOVING HOMES$2,000
CHI OMEGA FOUNDATION
3395 PLAYERS CLUB PKWYMEMPHISTN38125SUPPORT OF EDUCATION AND LEADERSHIP$200,000
FOCUS ON HOME
6608 N WESTERN AVEOKLAHOMA CITYOK73116ASSIST NEEDY FAMILTIES$500STE 202
HEARTS FOR HEARING
11500 PORTLAND AVEOKLAHOMA CITYOK73120IDENTIFY UNIQUE HEARING NEEDS$30,000
MEMORIAL ROAD CHURCH OF CHRIST
2221 E MEMORIAL ROADEDMONDOK73013UNRESTRICTED GIFT FOR OPERATING EXP$105,000
NATL COWBOY WESTERN HERITAGE MUSEUM
1700 NE 63RD STOKLAHOMA CITYOK73111PRESERVE HISTORY/CULTURES OF AM WEST$200,000
NATL COWBOY WESTERN HERITAGE MUSEUM
1700 NE 63RD STOKLAHOMA CITYOK73111PRESERVE HISTORY/CULTURES OF AM WEST$3,164
OKC NATIONAL MEMORIAL MUSEUM
PO BOX 323OKLAHOMA CITYOK73101HONOR VICTIMS & SURVIVORS$12,500
OKLA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STOKLAHOMA CITYOK73104STUDY OF DISEASES/DISORDERS OF AGING$515,000
OKLAHOMA CHRISTIAN UNIVERSITY
2501 E MEMORIAL RDEDMONDOK73013CHRISTIAN EDUCATION$2,400
OSU FOUNDATION
PO BOX 1749STILLWATEROK74076HIGHER EDUCATION SCHOLARSHIPS$503,000
PHI DELTA THETA FOUNDATION
2 SOUTH CAMPUS AVEOXFORDOH45056STUDENT SCHOLARSHIPS$2,500
SWEAT FEST OKC
1801 WHEELER STOKLAHOMA CITYOK73108INTRO OK TO FITNESS OPPORTUNITIES$4,800STE 150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,580,864TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$127,405ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$281,158ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$24RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$408,563ExclusionAmt
Related Or Exempt Function Incm-$24RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$408,539TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRICHARD AND GAIL MUNCRIEFContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73013ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$990Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
FIDELITY FUNDS-TREASURY ONLY2024-08PURCHASE2024-10$162,300$162,300
GOLDMAN SACHS TR PRIME OBLIG2024-08PURCHASE2024-08$1,443,949$1,443,948$1
GOLDMAN SACHS TR PRIME OBLIG2023-08PURCHASE2024-08$253,768$253,793-$25

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WPX ENERGY/DEVON ENERGY$3,145,118$5,511,994
MUTUAL FUNDS$2,896,702$2,896,702

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,375,623USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,423,103USGovtObligationsEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
UNREALIZED GAINS - PRE 2020$9,617$9,617
UNREALIZED PRECONTRIBUTION GAIN 2022$4,198,874$4,198,874
UNREALIZED PRECONTRIBUTION GAIN 2023$2,141,845$2,141,845

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX PAIDDesc
Amt$4,636Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
FEES$856

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$65Amt

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