HUDIBURG FAMILY FOUNDATION INC: Form 990PF, tax year 2022
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- Organization
- HUDIBURG FAMILY FOUNDATION INC (EIN 83-3018691)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349106054
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:13:18-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731502599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEDEL RAHILL & ASSOCIATES CPA'S PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NORTHWEST 63RD STREET 2ND FLO | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731165719 | 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 | 833018691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUDIBURG FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | ATTN DAVID HUDIBURG | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUDI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POBOX 16003 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID R HUDIBURG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4057376641 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | HUDIBURG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | ARTHUR C RAHILL JR CPA | PreparerPersonNm |
| PTIN | P00172703 | PTIN |
| Phone | 4058423662 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,191,757 | 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 | $1,682,799 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,838 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,838 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $112,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,869 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $288,992 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,869 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $166,506 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $47 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $166,459 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,015,419 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,161 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $166,459 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $9,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,259 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $272 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $169,065 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,049 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $51 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $178,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $272 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,070 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $251,717 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,342 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,763,702 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,808 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $166,459 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $211,473 | CashBOYAmt |
| Cash EOY | $288,691 | CashEOYAmt |
| Cash EOYFMV | $288,691 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,509,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,570,412 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,570,412 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,380,745 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,332,654 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,332,654 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,101,671 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,191,757 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,191,757 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,101,671 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,191,757 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,101,671 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,191,757 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,101,671 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,191,757 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,101,671 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,763,702 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,865,373 | SubtotalAmt |
| Other Decreases | $673,616 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,191,757 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB 4608 ST | P | $8,213 | $8,820 | -$607 | -$607 |
| CHARLES SCHWAB 4608 LT | P | $93,277 | $92,693 | $584 | $584 |
| CHARLES SCHWAB 6889 ST | P | $7,081 | $7,284 | -$203 | -$203 |
| CHARLES SCHWAB 6889 LT | P | $19,356 | -$19,356 | -$19,356 | |
| CHARLES SCHWAB 6889 LT | P | $148,109 | $100,261 | $47,848 | $47,848 |
| MERRILL 2993 ST | P | $7,969 | $7,969 | $7,969 | |
| MERRILL 2993 ST | P | $6,793 | -$6,793 | -$6,793 | |
| MERRILL 2993 LT | P | $24,140 | $24,140 | $24,140 | |
| HUMPHREYS FUND III LP | P | $3,916 | -$3,916 | -$3,916 | |
| BLACK MESA IV | P | $203 | $203 | $203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,869 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $366 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,152 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,152 | SubtotalAmt |
| Tax Based On Investment Income | $2,152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $6,730 | OverpaymentAmt |
| Applied To ES Tax | $6,730 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | 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 | HUDIBURG FAMILY | IndividualWithBooksNm |
| Phone | 4057376641 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 TINKER DIAGONAL | AddressLine1Txt |
| City | MIDWEST CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731102830 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID R HUDIBURG | ||||||||
| 6907 AVONDALE DRIVE | NICHOLS HILLS | OK | 73116 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| LEZLIE L HUDIBURG | ||||||||
| 6907 AVONDALE DRIVE | NICHOLS HILLS | OK | 73116 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| DAVIS R HUDIBURG | ||||||||
| 832 NW 39TH STREET | OKLAHOMA CITY | OK | 73118 | SECRETARY | 000.00 | $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 | $4,141,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $177,347 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,464,494 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,464,494 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,967 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,397,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,152 | TotalTaxAmt |
| Distributable Before Adj | $217,724 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $217,724 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $217,724 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,342 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $73,342 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $217,724 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $70,950 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,950 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,342 | QualifyingDistributionsAmt |
| Applied To Current Year | $73,342 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $70,950 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $70,950 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $73,432 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PIVOT | ||||||
| 201 NE 50TH STREET | OKLAHOMA CITY | OK | 73105 | 501(C)(3) | GENERAL FUND | $25,000 |
| RESTORE OKC | ||||||
| 2222 NE 27TH STREET | OKLAHOMA CITY | OK | 73111 | 501(C)(3) | GENERAL FUND | $25,000 |
| BETHEL FOUNDATION | ||||||
| 13003 N WESTERN AVE | OKLAHOMA CITY | OK | 73114 | 501(C)(3) | GENERAL FUND | $18,000 |
| WINGS | ||||||
| 13700 N EASTERN AVE | EDMOND | OK | 73013 | 501(C)(3) | GENERAL FUND | $5,000 |
| SALT FORK CAPITAL K-1 | ||||||
| 1200 NW 63RD STREET 300 | OKLAHOMA CITY | OK | 73116 | GENERAL | $70 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,070 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,838 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,407 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $47 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,869 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| OTHER PARTNERSHIP INCOME | 25 | ||
| HUMPHREYS FUND II | 25 | 900099 | $50,720 |
| BLACK MESA IV | 25 | 900099 | $4,870 |
| BLACK MESA IV 2021 LOSS C/ | 25 | 900099 | -$4,870 |
| SALT FORK | 25 | 900099 | $95,086 |
| HUMPHREYS FUND III | 25 | 900099 | $20,653 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $166,459 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $166,161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $332,620 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID & LEZLIE HUDIBURG FAMILY FDN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 10937 | AddressLine1Txt |
| City | MIDWEST CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,682,799 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB 4608 | $1,938,421 | $1,938,421 |
| CHARLES SCHWAB 6889 | $1,700,977 | $1,700,977 |
| MERRILL LYNCH 2933 | $1,612,650 | $1,612,650 |
| CHARLES SCHWAB EXCENCIAL | $318,364 | $318,364 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACK MESA KNIGHTVEST | FMV | $57,129 | $57,129 |
| BLACK MESA IV | FMV | $57,176 | $57,176 |
| BLACK MESA V | FMV | $173,359 | $173,359 |
| HUMPHREY'S FUND II | FMV | $157,475 | $157,475 |
| HUMPHREY'S FUND III | FMV | $342,220 | $342,220 |
| REMINGTON AVANA | FMV | $103,129 | $103,129 |
| SALT FORK CAPITAL | FMV | $329,328 | $329,328 |
| CAPTION PARTNERS II | FMV | $112,838 | $112,838 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS | $632,875 |
| NET DISALLOWED LOSS | $40,741 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK SERVICE CHARGES | $45 | $45 |
| ROYALTY DEDUCTIONS | $6 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 ROYALTY INCOME | $47 | $47 | |
| HUMPHREYS FUND II | $50,720 | $50,720 | |
| BLACK MESA IV | $4,870 | $4,870 | |
| BLACK MESA IV 2021 LOSS C/F | -$4,870 | -$4,870 | |
| SALT FORK | $95,086 | $95,086 | |
| HUMPHREYS FUND III | $20,653 | $20,653 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DUES AND SUBSCIRPTIONS | $272 | $272 | |
| INVESTMENT MANAGEMENT | $9,259 | $9,259 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,688 | $1,688 |
| EXCISE TAX | $167,016 | |
| FOREIGN TAXES K-1 | $361 | $361 |
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