FUGITT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FUGITT FOUNDATION (EIN 20-1189418)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-06
- IRS object ID
- 202323109349100432
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-06T13:44:40-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 1226 | AddressLine1Txt |
| City | MCALESTER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUYANA FUGITT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9184244005 | PhoneNum |
| Signature | 2023-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RUYANA | PersonFirstNm |
| Person Last | FUGITT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZACHARY S BLUETHMAN | PreparerPersonNm |
| PTIN | P00962005 | PTIN |
| Phone | 4056084330 | PhoneNum |
| Preparation | 2023-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,657,219 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $95,020 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $95,020 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $660,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $660,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,357,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,525,935 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,357,519 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,497 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,497 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,224,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,124,678 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $230 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $230 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $9,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,280 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $111,941 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $111,941 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $96,521 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96,521 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $24 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $224,996 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $224,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $542,890 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $542,890 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $767,886 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $224,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $542,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,456,792 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,899,682 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,499 | CashBOYAmt |
| Cash EOY | $96,735 | CashEOYAmt |
| Cash EOYFMV | $96,735 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $554,397 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $268,317 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $268,317 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $704,470 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $715,270 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $638,423 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,826,130 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,901,868 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,362,676 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,795,946 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,605,964 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,133,919 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $266,982 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,256,257 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,157,149 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,213,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,844,411 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,657,219 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $25,213,424 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,844,411 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,213,424 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,844,411 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,213,424 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,844,411 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,213,424 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,456,792 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,175,512 | OtherIncreasesAmt |
| Subtotal | $31,845,728 | SubtotalAmt |
| Other Decreases | $1,317 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,844,411 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | 2021-01-01 | 2022-12-31 | $619 | $619 | $619 | |
| SHORT TERM COVERED | P | 2022-01-01 | 2022-12-31 | $1,444,565 | -$177,918 | -$177,918 | $1,622,483 |
| LONG TERM COVERED | P | 2021-01-01 | 2022-12-31 | $4,733,864 | $1,520,682 | $1,520,682 | $3,213,182 |
| ISHARES CORE US AGG BOND ETF | P | 2021-08-26 | 2022-03-07 | $220,219 | -$10,360 | -$10,360 | $230,579 |
| JOHNSON & JOHNSON | P | 2007-08-08 | 2022-02-25 | $38,334 | $24,278 | $24,278 | $14,056 |
| JOHNSON & JOHNSON | P | 2021-02-11 | 2022-02-25 | $38,334 | -$125 | -$125 | $38,459 |
| JP MORGAN CHASE | P | 2016-12-19 | 2022-01-18 | $50,000 | $343 | $343 | $49,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,357,519 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$188,278 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,406 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $26,406 | SubtotalAmt |
| Tax Based On Investment Income | $26,406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $37,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $184 | EsPenaltyAmt |
| Overpayment | $10,410 | OverpaymentAmt |
| Applied To ES Tax | $10,410 | 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 |
| 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 | RUYANA FUGITT | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| RUYANA FUGITT | ||||||||
| PO BOX 1226 | MCALESTER | OK | 74502 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SARAH LANCE | ||||||||
| 1401 E WADE WATTS AVE | MCALESTER | OK | 74501 | SECRETARY | 10.00 | $7,000 | $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 | $30,841,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $474,400 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,315,546 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $31,315,546 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $469,733 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,845,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,542,291 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,542,291 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,406 | TotalTaxAmt |
| Distributable Before Adj | $1,515,885 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,515,885 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,515,885 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $542,890 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $542,890 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,515,885 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $77,437 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,648 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $23,838 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $955,107 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,065,030 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $542,890 | QualifyingDistributionsAmt |
| Applied To Current Year | $542,890 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $972,995 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $972,995 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,035 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $92,035 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $92,035 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| KINGS HOUSE | |||||
| 124 V HUBERT SMITH DR | MCALESTER | OK | 74501 | RELIGIOUS - TO FURTHER THE PROGRAM | $475,090 |
| CURT LANDRY MINISTRIES | |||||
| PO BOX 430 | FAIRLAND | OK | 74343 | RELIGIOUS - TO FURTHER THE PROGRAM | $200 |
| JESSE DUPLANTIS MINISTRIES | |||||
| PO BOX 1089 | DESTREHAN | LA | 70047 | RELIGIOUS - TO FURTHER THE PROGRAM | $1,200 |
| ROBIN BULLOCK OUTREACH PROGRAM | |||||
| PO BOX 67 | WARRIOR | AL | 35180 | RELIGIOUS - TO FURTHER THE PROGRAM | $200 |
| ST JUDE | |||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | CHARITABLE - TO HELP FUND PROGRAMS | $5,000 |
| CENTER FOR FUTURE GLOBAL LEADERS | |||||
| 1210 ROOSEVELT | IRVINE | CA | 92620 | CHARITABLE - TO HELP FUND PROGRAMS | $1,000 |
| KENNETH COPELAND MINISTRIES | |||||
| KCM | FORT WORTH | TX | 76192 | RELIGIOUS - TO FURTHER THE PROGRAM | $200 |
| HOPE HOUSE | |||||
| 6608 N WESTERN AVE | NICHOLS HILLS | OK | 73116 | CHARITABLE - TO FURTHER THE PROGRAM | $50,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | CHARITABLE - TO FURTHER THE PROGRAM | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $542,890 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,020 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $660,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,357,519 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DIST | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,497 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,124,678 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,124,678 | 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 | $100,000 | 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 | $9,280 | Amt |
| Net Investment Income | $9,280 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $3,605,964 | $3,133,919 |
| BOND FUNDS |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | ||
| STOCK FUNDS | $2,065,993 | $2,442,534 |
| EQUITY ETPS | $18,187,475 | $16,975,394 |
| FIXED INCOME ETPS | $4,648,400 | $3,944,748 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $250,012 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $216,620 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $465,258 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $421,803 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CERTIFICATES OF DEPOSIT | AT COST | $49,879 | $40,084 |
| OTHER ETPS | AT COST | $286,378 | $245,003 |
| BLACKSTONE FUNDS | AT COST | $1,920,000 | $1,872,062 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $230 | LegalFeesAmt |
| Net Investment Income | $230 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALES | Desc |
| Amt | $1,317 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $24 | $24 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DIST | Desc |
| Revenue And Expenses Per Books | $11,497 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,497 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE IN FMV AND BASIS OF PY DONATED STOCK | Desc |
| Amt | $5,175,512 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $111,941 | Amt |
| Net Investment Income | $111,941 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $17,279 | $17,279 |
| EXCISE TAXES | $79,242 | $79,242 |
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