HUDIBURG FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HUDIBURG FAMILY FOUNDATION INC (EIN 83-3018691)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349107096
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2022-11-15T16:37:42-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | PO BOX 10937 | AddressLine1Txt |
| City | MIDWEST CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID R HUDIBURG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4057376641 | PhoneNum |
| Signature | 2022-11-14 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTHUR C RAHILL JR CPA | PreparerPersonNm |
| PTIN | P00172703 | PTIN |
| Phone | 4058423662 | PhoneNum |
| Preparation | 2022-11-14 | 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 | $6,101,671 | 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 | $1,509,492 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,173 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,173 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,204 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,204 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $532,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,587,356 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $532,443 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,966 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $9,943 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,104,278 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $584,843 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,943 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $5,450 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $375 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,075 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,469 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $609 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $140 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,059 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,075 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $420,504 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $420,504 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $431,563 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $425,579 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,672,715 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $583,719 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,943 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $125,701 | CashBOYAmt |
| Cash EOY | $211,473 | CashEOYAmt |
| Cash EOYFMV | $211,473 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,056,941 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,509,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,509,453 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,425,286 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,380,745 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,380,745 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,607,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,101,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,101,671 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,607,928 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,101,671 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,607,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,101,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,607,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,101,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,607,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,672,715 | ExcessRevenueOverExpensesAmt |
| Other Increases | $354,730 | OtherIncreasesAmt |
| Subtotal | $6,635,373 | SubtotalAmt |
| Other Decreases | $533,702 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,101,671 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| ML 2993 LT COVERED | P | 2021-12-31 | $1,049,458 | $673,259 | $376,199 | $376,199 | |
| ML 2993 ST COVERED | P | 2021-12-31 | $136,658 | $132,585 | $4,073 | $4,073 | 2021-01-01 |
| ML 2993 LT NONCOVERED | P | 2021-12-31 | $60,955 | $23,544 | $37,411 | $37,411 | |
| CS 6889 ST COVERED | P | 2021-12-31 | $37,337 | $34,078 | $3,259 | $3,259 | 2021-01-01 |
| CS 6889 LT COVERED | P | 2021-12-31 | $205,764 | $127,544 | $78,220 | $78,220 | |
| CS-4608 ST COVERED | P | 2021-12-31 | $6,000 | $6,033 | -$33 | -$33 | 2021-01-01 |
| CS-4608 LT COVERED | P | 2021-12-31 | $91,184 | $57,870 | $33,314 | $33,314 | |
| P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $532,443 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $7,299 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,114 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,114 | SubtotalAmt |
| Tax Based On Investment Income | $8,114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $150 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,350 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $6,779 | 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 | 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 | $3,548,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $371,226 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,021,409 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,021,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,961,088 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $198,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $198,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,114 | TotalTaxAmt |
| Distributable Before Adj | $189,940 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $189,940 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $189,940 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $425,579 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $425,579 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,940 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $164,689 | UndistributedIncomePYAmt |
| Qualifying Distributions | $425,579 | QualifyingDistributionsAmt |
| Applied To Year1 | $164,689 | AppliedToYear1Amt |
| Applied To Current Year | $189,940 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,950 | RemainingDistriFromCorpusAmt |
| Total Corpus | $70,950 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $70,950 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $70,950 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 4 HIM | |||||||
| PO BOX 32291 | EDMOND | OK | 73003 | 501(C)(3) | GENERAL FUND | $5,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 6601 BROADWAY EXT | OKLAHOMA CITY | OK | 73116 | 501(C)(3) | GENERAL FUND | $20,000 | SUITE 120 |
| BETHEL FOUNDATION | |||||||
| 13003 N WESTERN AVE | OKLAHOMA CITY | OK | 73114 | 501(C)(3) | GENERAL FUND | $8,000 | |
| FROM BLACK MESA V K-1 | |||||||
| 1200 NW 63RD STREET | OKLAHOMA CITY | OK | 73116 | GENERAL FUND | $4 | SUITE 300 | |
| BRITTON CHRISTIAN CHURCH | |||||||
| 922 NW 91ST STREET | OKLAHOMA CITY | OK | 73114 | 501(C)(3) | GENERAL FUND | $50,000 | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES | |||||||
| 501 N WALKER AVE | OKLAHOMA CITY | OK | 73102 | 501(C)(3) | GENERAL FUND | $30,000 | SUITE 160 |
| CITY RESCUE MISSION | |||||||
| 800 W CALIFORNIA AVE | OKLAHOMA CITY | OK | 73106 | 501(C)(3) | GENERAL FUND | $5,000 | |
| HOPE HOUSE OKC | |||||||
| 6608 N WESTERN AVE | OKLAHOMA CITY | OK | 73116 | 501(C)(3) | GENERAL FUND | $50,000 | PMB 178 |
| HOPE IS ALIVE MINISTRIES | |||||||
| 14401 N MAY AVE | OKLAHOMA CITY | OK | 73134 | 501(C)(3) | GENERAL FUND | $25,000 | |
| INFANT CRISIS SERVICES | |||||||
| 4224 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | 501(C)(3) | GENERAL FUND | $10,000 | |
| LEAH'S HOPE | |||||||
| 417 MID AMERICA BLVD | MIDWEST CITY | OK | 73110 | 501(C)(3) | GENERAL FUND | $15,000 | |
| NORTHEAST MISSIONARY BAPTIST CHURCH | |||||||
| 3815 N BARTELL ROAD | OKLAHOMA CITY | OK | 73121 | 501(C)(3) | GENERAL FUND | $10,000 | |
| SHILOH CAMP | |||||||
| 448 NE 70TH STREET | OKLAHOMA CITY | OK | 73105 | 501(C)(3) | GENERAL FUND | $25,000 | |
| SHINE FOUNDATION | |||||||
| 4804 S WESTERN AVE | OKLAHOMA CITY | OK | 73109 | 501(C)(3) | GENERAL FUND | $25,000 | |
| SKYLINE CHURCH | |||||||
| 1901 N DOUGLAS AVE | OKLAHOMA CITY | OK | 73106 | 501(C)(3) | GENERAL FUND | $10,000 | |
| STAND IN THE GAP | |||||||
| 3939 S HARVARD AVE | TULSA | OK | 74135 | 501(C)(3) | GENERAL FUND | $10,000 | SUITE 120 |
| SUNBEAM FAMILY SERVICES | |||||||
| 1100 NW 14TH STREET | OKLAHOMA CITY | OK | 73106 | 501(C)(3) | GENERAL FUND | $10,000 | |
| THE DRAGONFLY HOME | |||||||
| PO BOX 94613 | OKLAHOMA CITY | OK | 73143 | 501(C)(3) | GENERAL FUND | $10,000 | |
| WATER 4 | |||||||
| 2405 NW 10TH STREET | OKLAHOMA CITY | OK | 73107 | 501(C)(3) | GENERAL FUND | $50,000 | |
| WATER IS LIFE | |||||||
| 3126 S BOULEVARD | EDMOND | OK | 73013 | 501(C)(3) | GENERAL FUND | $2,500 | |
| YWCA OKLAHOMA CITY | |||||||
| 2460 NW 39TH STREET | OKLAHOMA CITY | OK | 73112 | 501(C)(3) | GENERAL FUND | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $420,504 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,173 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,204 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $532,443 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,943 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 25 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,943 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,400 | ExclusionAmt |
| Related Or Exempt Function Incm | $532,443 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $594,786 | 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 | GEAD INVESTMENTS LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6000 TINKER DIAGONAL | AddressLine1Txt |
| City | MIDWEST CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,509,492 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCK INVESTMENTS | $758,554 | 2021-12-22 |
| 1 | STOCK INVESTMENTS | $750,938 | 2021-12-22 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB 4608 | $724,744 | $724,744 |
| CHARLES SCHWAB 6889 | $1,873,713 | $1,873,713 |
| MERRILL LYNCH 2933 | $1,910,996 | $1,910,996 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACK MESA IV | FMV | $80,177 | $80,177 |
| BLACK MESA V | FMV | $176,213 | $176,213 |
| HUMPHREY'S FUND II | FMV | $116,341 | $116,341 |
| HUMPHREY'S FUND III | FMV | $554,751 | $554,751 |
| REMINGTON AVANA | FMV | $120,292 | $120,292 |
| SALT FORK CAPITAL | FMV | $226,387 | $226,387 |
| CAPTION PARTNERS II | FMV | $106,584 | $106,584 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS | $368,582 |
| K-1 OTHER DEDUCTIONS | $17,545 |
| K-1 NET REAL ESTATE LOSS | $147,575 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK SERVICE CHARGES | $140 | $140 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 ROYALTY INCOME | $23 | $23 | |
| OTHER INCOME | $9,943 | $9,943 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| K-1 NET 1231 GAIN | $175,542 |
| INCREASE FROM INVESTMENTS | $179,188 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCIRPTIONS | $375 | $375 | |
| LEGAL FEES | $5,075 | $5,075 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $609 | $609 |
| EXCISE TAX | $4,860 |
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