MUNCRIEF FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MUNCRIEF FAMILY FOUNDATION (EIN 46-1611054)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-08
IRS object ID
202101599349100910
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-06-08T18:02:20-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731601859PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WYMER BROWNLEEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1126 S MAIN STAddressLine1Txt
CityFAIRVIEWCityNm
State AbbreviationOKStateAbbreviationCd
ZIP737372022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461611054EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MUNCRIEF FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMUNCBusinessNameControlTxt
Phone4058332721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP730130469ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGAIL MUNCRIEFPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4058332721PhoneNum
Signature2021-06-08SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGAILPersonFirstNm
Person LastMUNCRIEFPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERICA SHALOYPreparerPersonNm
PTINP00857247PTIN
Phone5802274709PhoneNum
Preparation2021-06-08PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,247,689FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$368,229ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$67InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$67InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$368,296TotalRevAndExpnssAmt
Total Net Invst Incm$67TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$940AccountingFeesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$940TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,165ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,165ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$57,105TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,165TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$311,191ExcessRevenueOverExpensesAmt
Net Investment Income$67NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$352,902CashBOYAmt
Cash EOY$296,698CashEOYAmt
Cash EOYFMV$296,698CashEOYFMVAmt
Corporate Stock BOY$888,190CorporateStockBOYAmt
Corporate Stock EOY$1,256,419CorporateStockEOYAmt
Corporate Stock EOYFMV$950,991CorporateStockEOYFMVAmt
Total Assets BOY$1,241,092TotalAssetsBOYAmt
Total Assets EOY$1,553,117TotalAssetsEOYAmt
Total Assets EOYFMV$1,247,689TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,241,092NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,553,117NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,241,092TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,553,117TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,241,092TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,553,117TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,241,092TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$311,191ExcessRevenueOverExpensesAmt
Other Increases$850OtherIncreasesAmt
Subtotal$1,553,133SubtotalAmt
Other Decreases$16OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,553,117TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Tax Due$1TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGAIL MUNCRIEFIndividualWithBooksNm
Phone4058332721PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73013ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD MUNCRIEF
11315 HILLSDALE DREDMONDOK730130469DIRECTOR000.00$0$0$0
GAIL MUNCRIEF
11315 HILLSDALE DREDMONDOK73013DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,072,305AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$324,800AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,397,105TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,397,105AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,957CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,376,148NetVlNoncharitableAssetsAmt
Minimum Investment Return$68,807MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$68,807MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$68,806DistributableBeforeAdjAmt
Distributable Before Ded$68,806DistributableBeforeDedAmt
Distributable As Adjusted$68,806DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,165ExpensesAndContributionsAmt
Qualifying Distributions$56,165QualifyingDistributionsAmt
Adjusted Qualifying Distri$56,165AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,806DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$24,436ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,599ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,979ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$34,116ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,478ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$110,608TotalExcessDistributionCyovAmt
Qualifying Distributions$56,165QualifyingDistributionsAmt
Applied To Current Year$56,165AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$12,641ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$12,641ExcessDistributionCyovAppCYAmt
Total Corpus$97,967TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$11,795ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$86,172ExcessDistriCyovToNextYrAmt
Excess From Year4$19,599ExcessFromYear4Amt
Excess From Year3$21,979ExcessFromYear3Amt
Excess From Year2$34,116ExcessFromYear2Amt
Excess From Year1$10,478ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD MUNCRIEFContributingManagerNm
Contributing ManagerGAIL MUNCRIEFContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MEMORIAL ROAD CHURCH OF CHRIST
2221 E MEMORIAL ROADEDMONDOK73013UNRESTRICTED GIFT FOR OPERATING EXP$44,000
NATIONAL MULTIPLE SCLEROSIS
8111 N STADIUM DRIVEHOUSTONTX77054UNRESTRICTED GIFT FOR OPERATING EXP$10,000SUITE 100
AWARE ALZHEIMER'S ASSOCIATION
6601 BROADWAY EXTOKLAHOMA CITYOK73116ALZHEIMER'S RESEARCH AND AWARENESS$500SUITE 120
HAROLD HAMM DIABETES CENTER
1000 N LINCOLN BLVDOKLAHOMA CITYOK73104COMPREHENSIVE, EXPERT DIABETES CARE$1,600
OSU FOUNDATION
PO BOX 1749STILLWATEROK74076HIGHER EDUCATION SCHOLARSHIPS$65
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,165TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$67ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRICHARD GAIL MUNCRIEFContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP730130469ZIPCd
FieldValueIRS element (for citing)
Total Contributions$368,229TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyWPX ENERGY STOCK 45686 SHSNoncashPropertyDesc
Fair Market Value$368,229FairMarketValueAmt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$940Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CONTINENTAL RESOURCES
WPX ENERGY$1,256,419$950,991
FIRST TRUST LARGE
FIRST TRUST LARGE
ISHARES US BASIC MATERIALS
ISHARES US INDUSTRIAL IVY
ISHARES IS FINANCIALS IYF
ISHARES CORE S&P MIDCAP ETF
ISHARES CORE S&P SMALLCAP
POWERSHARES QQQ TR SERIES 1
SPDR DOW JONES INDL
FIRST TRUST ENHANCED
INDUSTRIAL SELECT
ISHARES CORE S&P ETF SMALLCAP
ISHARES MSCI
ISHARES MSCI EAFE INDEX
ISHARES SHORT ETF
SELECT SECTOR SPDR
SELECT SECTOR SPDR FD MATERIALS
VANGUARD INFORMATION ETF

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX PAIDDesc
Amt$16Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Amt$850Amt

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