FUGITT FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FUGITT FOUNDATION (EIN 20-1189418)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-16
- IRS object ID
- 202203209349101205
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-16T12:37:22-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-09-09 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ZACHARY S BLUETHMAN | PreparerPersonNm |
| PTIN | P00962005 | PTIN |
| Phone | 4056084330 | PhoneNum |
| Preparation | 2022-11-16 | 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 | $36,275,523 | 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 | $30,272,251 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,627 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,627 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $393,176 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $393,151 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,848,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,268,354 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,848,008 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,335 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,335 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $34,545,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,273,121 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,471 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,471 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $50,831 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,831 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,906 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,906 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $68,208 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,845,527 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,845,527 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,913,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,845,527 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,631,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,204,913 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,725 | CashBOYAmt |
| Cash EOY | $65,499 | CashEOYAmt |
| Cash EOYFMV | $65,501 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $115,774 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $554,397 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $554,397 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $704,470 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $710,206 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,749,915 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,826,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,796,423 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $690,716 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,795,946 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,809,430 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $287,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $266,982 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $339,566 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,920,955 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,213,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,275,523 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,920,955 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,213,424 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,920,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,213,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,920,955 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,213,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,920,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,631,662 | ExcessRevenueOverExpensesAmt |
| Subtotal | $37,552,617 | SubtotalAmt |
| Other Decreases | $12,339,193 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,213,424 | 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 | 2020-01-01 | 2021-12-31 | $3,804 | $3,804 | $3,804 | |
| SHORT TERM COVERED | P | 2021-01-01 | 2021-12-31 | $1,317,784 | $27,348 | $27,348 | $1,290,436 |
| LONG TERM COVERED | P | 2020-01-01 | 2021-12-31 | $12,592,738 | $3,678,507 | $3,678,507 | $8,914,231 |
| CONTINENTAL RESOURCES INC | P | 2008-04-03 | 2021-03-08 | $92,724 | $6,459 | $6,459 | $86,265 |
| CONTINENTAL RESOURCES INC | P | 2008-04-03 | 2021-03-22 | $38,693 | -$4,439 | -$4,439 | $43,132 |
| CONTINENTAL RESOURCES INC | P | 2008-04-03 | 2021-03-31 | $38,911 | -$4,222 | -$4,222 | $43,133 |
| VANGUARD SMALL-CAP INDEX ADMIRAL | P | 2020-01-01 | 2021-08-25 | $183,700 | $140,551 | $140,551 | $43,149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,848,008 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,348 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,448 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $58,448 | SubtotalAmt |
| Tax Based On Investment Income | $58,448 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,880 | TotalPaymentsAndCreditsAmt |
| Tax Due | $54,568 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | Yes (true) | LegislativePoliticalActyInd |
| More Than100 Spent | Yes (true) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUYANA FUGITT | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $18,750,956 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $515,406 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,266,362 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $19,266,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $288,995 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,977,367 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $948,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $948,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,448 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,448 | TotalTaxAmt |
| Distributable Before Adj | $890,420 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $890,420 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $890,420 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,845,527 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,845,527 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $890,420 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $77,437 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,648 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $23,838 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $109,923 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,845,527 | QualifyingDistributionsAmt |
| Applied To Current Year | $890,420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $955,107 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,065,030 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,065,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $77,437 | ExcessFromYear4Amt |
| Excess From Year3 | $8,648 | ExcessFromYear3Amt |
| Excess From Year1 | $23,838 | ExcessFromYear1Amt |
| Excess From Current Year | $955,107 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CENTRAL OK HABITAT FOR HUMANITY | |||||
| 1558 S MAIN | MCALESTER | OK | 74501 | CHARITABLE - TO FURTHER THE PROGRAM | $6,000 |
| KINGS HOUSE | |||||
| 124 V HUBERT SMITH DR | MCALESTER | OK | 74501 | RELIGIOUS - TO FURTHER THE PROGRAM | $1,624,359 |
| MCALESTER YOUTH GOLF PROGRAM | |||||
| 1500 COUNTRY CLUB RD | MCALESTER | OK | 74501 | CHARITABLE - TO FURTHER THE PROGRAM | $111,580 |
| ASSEMBLIES OF GOD | |||||
| PO BOX 13179 | OKLAHOMA CITY | OK | 73113 | RELIGIOUS - TO FURTHER THE PRPROGRAM | $20,000 |
| CURT LANDRY MINISTRIES | |||||
| PO BOX 430 | FAIRLAND | OK | 74343 | RELIGIOUS - TO FURTHER THE PRPROGRAM | $11,000 |
| CENTER FOR STATE LEADERSHIP | |||||
| 6060 FFA DRIVE | INDIANAPOLIS | IN | 46278 | CHARITABLE - TO FURTHER THE PROGRAM | $2,200 |
| J MICHAEL MILLER TOY GIVEAWAY | |||||
| 323 1/2 E CARL ALBERT PKY | MCALESTER | OK | 74501 | CHARITABLE - TOY DRIVE | $500 |
| JESSE DUPLANTIS MINISTRIES | |||||
| PO BOX 1089 | DESTREHAN | LA | 70047 | RELIGIOUS - TO FURTHER THE PROGRAM | $1,000 |
| LAKEWOOD CHRISTIAN SCHOOL | |||||
| 840 S GEORGE NIGH EXPWY | MCALESTER | OK | 74501 | CHARITABLE - TO FURTHER THE PROGRAM | $16,388 |
| PARKINSON'S FOUNDATION | |||||
| 200 SE 1ST ST STE 800 | MIAMI | FL | 33131 | CHARITABLE - TO FURTHER THE PROGRAM | $7,000 |
| PITTSBURG COUNTY | |||||
| 115 E CARL ALBERT PKWY | MCALESTER | OK | 74501 | CHARITABLE - TO HELP FUND PROGRAMS | $1,500 |
| ROBIN BULLOCK OUTREACH PROGRAM | |||||
| PO BOX 67 | WARRIOR | AL | 35180 | RELIGIOUS - TO FURTHER THE PROGRAM | $11,000 |
| SAMARITAN'S PURSE | |||||
| PO BOX 3000 | BOONE | NC | 28607 | RELIGIOUS - TO FURTHER THE PROGRAM | $6,000 |
| ST JUDE | |||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | CHARITABLE - TO HELP FUND PROGRAMS | $5,000 |
| TEAM | |||||
| PO BOX 969 | WHEATON | IL | 60187 | RELIGIOUS - TO FURTHER THE PROGRAM | $5,000 |
| CENTER FOR FUTURE GLOBAL LEADERS | |||||
| 1210 ROOSEVELT | IRVINE | CA | 92620 | CHARITABLE - TO HELP FUND PROGRAMS | $7,000 |
| YOUNG LIFE | |||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | CHARITABLE - TO HELP FUND PROGRAMS | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,845,527 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,627 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $393,176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,848,008 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DIST | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,335 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,273,146 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,273,146 | 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 | GARY 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 | $30,272,251 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | STOCKS & BONDS | NoncashPropertyDesc |
| Fair Market Value | $30,197,251 | FairMarketValueAmt |
| Received | 2021-08-24 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $4,471 | Amt |
| Net Investment Income | $4,471 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $3,492,182 | $3,501,093 |
| BOND FUNDS | $303,764 | $308,337 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $548,667 | $2,946,951 |
| STOCK FUNDS | $2,165,288 | $4,111,113 |
| EQUITY ETPS | $13,208,214 | $19,756,509 |
| FIXED INCOME ETPS | $3,903,961 | $3,981,850 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $250,014 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $246,108 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $454,456 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $464,098 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CERTIFICATES OF DEPOSIT | $49,879 | $48,533 |
| OTHER ETPS | $217,103 | $291,033 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE IN FMV AND BASIS OF DONATED STOCK | Desc |
| Amt | $12,339,193 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DIST | Desc |
| Revenue And Expenses Per Books | $1,335 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,335 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $50,831 | Amt |
| Net Investment Income | $50,831 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $8,930 | $8,930 |
| EXCISE TAXES | $3,976 | $3,976 |
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