MUNCRIEF FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: MUNCRIEF FAMILY FOUNDATION (EIN 46-1611054)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-11
IRS object ID: 202201319349105685
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
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Other Assets Schedule
Other Decreases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-11T15:50:53-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	731601859	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WYMER BROWNLEE	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	126 S MAIN ST	AddressLine1Txt
City	FAIRVIEW	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	737372022	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	461611054	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MUNCRIEF FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MUNC	BusinessNameControlTxt
Phone	4058332721	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	11315 HILLSDALE DR	AddressLine1Txt
City	EDMOND	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	730130469	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	GAIL MUNCRIEF	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	4058332721	PhoneNum
Signature	2022-05-09	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	GAIL	PersonFirstNm
Person Last	MUNCRIEF	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ERICA SHALOY	PreparerPersonNm
PTIN	P00857247	PTIN
Phone	5802274709	PhoneNum
Preparation	2022-05-09	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,996,236	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
Interest On Sav Rev And Expnss	$30	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$30	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$118,728	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$118,728	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$6	GrossSalesPriceAmt
Total Rev And Expnss	$118,759	TotalRevAndExpnssAmt
Total Net Invst Incm	$118,758	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$965	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$65	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$1,030	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$73,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$73,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$74,030	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$73,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$44,729	ExcessRevenueOverExpensesAmt
Net Investment Income	$118,758	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$296,698	CashBOYAmt
Cash EOY	$341,431	CashEOYAmt
Cash EOYFMV	$341,431	CashEOYFMVAmt
Corporate Stock BOY	$1,256,419	CorporateStockBOYAmt
Corporate Stock EOY	$863,352	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,654,805	CorporateStockEOYFMVAmt
Other Assets EOY	$393,062	OtherAssetsEOYAmt
Total Assets BOY	$1,553,117	TotalAssetsBOYAmt
Total Assets EOY	$1,597,845	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,996,236	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,553,117	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,597,845	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,553,117	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,597,845	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,553,117	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,597,845	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,553,117	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$44,729	ExcessRevenueOverExpensesAmt
Subtotal	$1,597,846	SubtotalAmt
Other Decreases	$1	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,597,845	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,651	InvestmentIncomeExciseTaxAmt
Subtotal	$1,651	SubtotalAmt
Tax Based On Investment Income	$1,651	TaxBasedOnInvestmentIncomeAmt
Tax Due	$1,651	TaxDueAmt

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	GAIL MUNCRIEF	IndividualWithBooksNm
Phone	4058332721	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	11315 HILLSDALE DR	AddressLine1Txt
City	EDMOND	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73013	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
RICHARD MUNCRIEF
11315 HILLSDALE DR	EDMOND	OK	730130469	DIRECTOR	000.00	$0	$0	$0
GAIL MUNCRIEF
11315 HILLSDALE DR	EDMOND	OK	73013	DIRECTOR	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	$1,802,898	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$319,065	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,121,963	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$2,121,963	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$31,829	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,090,134	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$104,507	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$104,507	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,651	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,651	TotalTaxAmt
Distributable Before Adj	$102,856	DistributableBeforeAdjAmt
Distributable Before Ded	$102,856	DistributableBeforeDedAmt
Distributable As Adjusted	$102,856	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$73,000	ExpensesAndContributionsAmt
Qualifying Distributions	$73,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$102,856	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$19,599	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$21,979	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$34,116	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$10,478	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$86,172	TotalExcessDistributionCyovAmt
Qualifying Distributions	$73,000	QualifyingDistributionsAmt
Applied To Current Year	$73,000	AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus	$29,856	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$29,856	ExcessDistributionCyovAppCYAmt
Total Corpus	$56,316	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$56,316	ExcessDistriCyovToNextYrAmt
Excess From Year4	$11,722	ExcessFromYear4Amt
Excess From Year3	$34,116	ExcessFromYear3Amt
Excess From Year2	$10,478	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	RICHARD MUNCRIEF	ContributingManagerNm
Contributing Manager	GAIL MUNCRIEF	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
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	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
MEMORIAL ROAD CHURCH OF CHRIST
2221 E MEMORIAL ROAD	EDMOND	OK	73013	UNRESTRICTED GIFT FOR OPERATING EXP	$26,000
OSU FOUNDATION
PO BOX 1749	STILLWATER	OK	74076	HIGHER EDUCATION SCHOLARSHIPS	$10,000
SHIELD 616
13395 VOYAGER PKWY	COLORADO SPRINGS	CO	80921	SUPPORT FOR FIRST RESPONDERS	$32,000	STE 130 516
OKLAHOMA FFA FOUNDATION
1500 WEST SEVENTH AVE	STILLWATER	OK	74074	SUPPORT AGRICULTURE EDUCATION	$2,500
FILLING THE VOID TULSA
PO BOX 1134	BROKEN ARROW	OK	74013	PROVIDING MEALS TO THOSE IN NEED	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$73,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$30	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$118,728	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$1	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$118,758	ExclusionAmt
Related Or Exempt Function Incm	$1	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$118,759	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	ACCOUNTING FEES	CategoryTxt
Amt	$965	Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDesc	AcquiredAcquiredDt	How AcquiredHowAcquiredTxt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt
WELLS FARGO	2021-01	PURCHASE	2021-01	$3	$3
WELLS FARGO		PURCHASE	2021-01	$3	$2	$1

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	WPX ENERGY/DEVON ENERGY	StockNm
EOY Book Value	$863,352	EOYBookValueAmt
EOYFMV	$2,654,805	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAINS - PRE 2020	Desc
EOY Book Value	$393,062	EOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL TAX PAID	Desc
Amt	$1	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT TAXES/LICENSES	CategoryTxt
Amt	$65	Amt

MUNCRIEF FAMILY FOUNDATION: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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