YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG FAMILY FOUNDATION (EIN 04-3525914)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-09-15
- IRS object ID
- 202102589349100120
- Schema version
- 2019v5.0
- 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
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-15T09:37:41-07:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731056570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moffitt Parker and Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 State St Ste 900 | AddressLine1Txt |
| City | Muskogee | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043525914 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 9184589271 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1267 | AddressLine1Txt |
| City | FORT GIBSON | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74434 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA B YOUNG | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D PARKERCPA | PreparerPersonNm |
| PTIN | P00089388 | PTIN |
| Phone | 9186832931 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $6,848,664 | 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 |
| Dividends Rev And Expnss | $180,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,830 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $180,830 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,764 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,210,608 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,764 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $213,594 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,594 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $180,830 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,460 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,460 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $52,776 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,776 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $52,776 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $125 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $125 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $55,361 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $55,361 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $330,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $330,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $385,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $55,361 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $330,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$171,767 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,233 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $125,469 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $424,711 | CashBOYAmt |
| US Government Obligations BOY | $1,339,895 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,336,760 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,328,952 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,140,939 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,646,370 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,247,110 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $433,749 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $265,349 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $272,602 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,339,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,248,479 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,848,664 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $88,796 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $88,796 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,339,294 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,159,683 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,339,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,159,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,339,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,248,479 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,339,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$171,767 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,167,527 | SubtotalAmt |
| Other Decreases | $7,844 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,159,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (160 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1080 Fidelity Natl Financial | P | 2020-01-01 | 2019-12-11 | $51,011 | $23,601 | $27,410 | $27,410 |
| 115 Boeing | P | 2017-01-19 | 2020-01-10 | $38,117 | $18,312 | $19,805 | $19,805 |
| 309 Dupont DE Nemours | P | 2020-01-01 | 2020-02-03 | $15,794 | $21,634 | -$5,840 | -$5,840 |
| 450 Leggett & Platt | P | 2019-01-08 | 2020-02-05 | $21,120 | $16,980 | $4,140 | $4,140 |
| 180 Eastgroup Ppty Inc | P | 2009-05-08 | 2020-02-05 | $24,740 | $5,629 | $19,111 | $19,111 |
| 185 Pebblebrook Hotel Tr | P | 2019-12-10 | 2020-02-20 | $4,529 | $4,973 | -$444 | -$444 |
| 1000 Halliburton Co | P | 2019-12-10 | 2020-02-27 | $17,662 | $22,740 | -$5,078 | -$5,078 |
| 220 Royal Dutch Shell PLC | P | 2020-01-01 | 2020-03-10 | $7,807 | $13,805 | -$5,998 | -$5,998 |
| 510 General Mills | P | 2019-01-08 | 2020-03-13 | $25,987 | $20,888 | $5,099 | $5,099 |
| 1400 Cinemark Hldgs Inc Com | P | 2020-01-01 | 2020-03-17 | $9,913 | $44,000 | -$34,087 | -$34,087 |
| 580 Pacwest Bancorp Del Com | P | 2020-01-01 | 2020-03-19 | $9,492 | $26,965 | -$17,473 | -$17,473 |
| 115 Texas Instruments | P | 2020-01-01 | 2020-03-23 | $11,468 | $8,132 | $3,336 | $3,336 |
| 110 Meredith Corp | P | 2019-12-11 | 2020-03-23 | $1,440 | $3,992 | -$2,552 | -$2,552 |
| 305 General Mills | P | 2019-01-08 | 2020-03-30 | $16,266 | $12,492 | $3,774 | $3,774 |
| 1180 Pacwest Bancorp Del Com | P | 2020-01-01 | 2020-04-03 | $18,834 | $32,407 | -$13,573 | -$13,573 |
| 830 Delta Airlines | P | 2020-02-25 | 2020-04-06 | $18,512 | $43,168 | -$24,656 | -$24,656 |
| 130 Microsoft Corp Com | P | 2020-01-01 | 2020-04-09 | $21,352 | $9,935 | $11,417 | $11,417 |
| 4339 Huntington Bancshares Inc | P | 2020-01-01 | 2020-04-09 | $39,485 | $45,096 | -$5,611 | -$5,611 |
| 450 Cisco Systems | P | 2020-01-01 | 2020-04-09 | $18,500 | $14,535 | $3,965 | $3,965 |
| 130 Texas Instruments | P | 2011-08-31 | 2020-04-13 | $13,867 | $3,422 | $10,445 | $10,445 |
| 130 Abbott Laboratories | P | 2020-01-01 | 2020-04-17 | $12,397 | $5,317 | $7,080 | $7,080 |
| 500 Chevron Corp | P | 2020-01-01 | 2020-04-21 | $40,879 | $42,222 | -$1,343 | -$1,343 |
| 510 EOG Res Inc | P | 2020-01-01 | 2020-04-21 | $20,398 | $29,868 | -$9,470 | -$9,470 |
| 2810 Williams Companies | P | 2020-01-01 | 2020-04-21 | $50,112 | $66,618 | -$16,506 | -$16,506 |
| 880 Royal Dutch Shell PLC | P | 2020-01-01 | 2020-04-21 | $28,651 | $48,537 | -$19,886 | -$19,886 |
| 940 Citigroup Inc | P | 2020-01-01 | 2020-05-06 | $40,767 | $62,828 | -$22,061 | -$22,061 |
| 1745 Pebblebrook Hotel Tr | P | 2019-12-10 | 2020-05-07 | $18,962 | $46,903 | -$27,941 | -$27,941 |
| 1240 Meredith Corp | P | 2019-12-11 | 2020-05-07 | $16,433 | $45,002 | -$28,569 | -$28,569 |
| 2010 Knoll Inc Com | P | 2020-01-01 | 2020-05-07 | $21,087 | $35,383 | -$14,296 | -$14,296 |
| 210 Leggett & Platt | P | 2020-01-01 | 2020-05-07 | $5,623 | $8,748 | -$3,125 | -$3,125 |
| 465 JP Morgan Chase | P | 2020-05-07 | 2020-06-16 | $47,246 | $42,983 | $4,263 | $4,263 |
| 3310 Exxon Mobil Corp | P | 2020-04-22 | 2020-06-16 | $158,927 | $140,125 | $18,802 | $18,802 |
| 0 First Horizon Corp | P | 2009-05-08 | 2020-07-02 | $2 | $2 | ||
| 90 Marsh & McLennan Cos Inc | P | 2009-05-08 | 2020-07-14 | $9,815 | $1,816 | $7,999 | $7,999 |
| 185 General Mills | P | 2019-01-08 | 2020-07-14 | $11,983 | $7,577 | $4,406 | $4,406 |
| 440 Synovus Financial | P | 2020-01-01 | 2020-07-17 | $8,107 | $16,158 | -$8,051 | -$8,051 |
| 1 Dupont DE Nemours | P | 2015-08-27 | 2020-07-21 | $49 | $60 | -$11 | -$11 |
| 135 Microsoft Corp Com | P | 2011-03-17 | 2020-09-02 | $30,722 | $3,381 | $27,341 | $27,341 |
| 81 Microsoft Corp Com | P | 2011-03-17 | 2020-09-04 | $17,089 | $2,028 | $15,061 | $15,061 |
| 220 Eaton Corp PLC | P | 2020-01-01 | 2020-10-02 | $22,638 | $18,664 | $3,974 | $3,974 |
| 92 Target | P | 2018-04-11 | 2020-10-20 | $15,275 | $6,750 | $8,525 | $8,525 |
| 80 Marsh & McLennan Cos Inc | P | 2009-05-08 | 2020-10-20 | $9,063 | $1,614 | $7,449 | $7,449 |
| 190 Verizon Communications | P | 2020-01-01 | 2020-10-20 | $10,844 | $9,686 | $1,158 | $1,158 |
| 80 Mid-Amer Apt Cmntys Inc | P | 2020-01-01 | 2020-10-20 | $9,472 | $7,381 | $2,091 | $2,091 |
| 65 Eastgroup Ppty Inc | P | 2020-01-01 | 2020-10-20 | $8,893 | $2,805 | $6,088 | $6,088 |
| 190 Ingredion Inc | P | 2020-01-01 | 2020-10-20 | $14,614 | $16,593 | -$1,979 | -$1,979 |
| 62 Amgen Inc | P | 2020-01-01 | 2020-10-22 | $14,070 | $11,663 | $2,407 | $2,407 |
| 320 Carters Inc | P | 2020-04-27 | 2020-10-30 | $26,051 | $25,227 | $824 | $824 |
| 1295 Meredith Corp | P | 2020-06-17 | 2020-10-30 | $14,400 | $21,376 | -$6,976 | -$6,976 |
| 110 Ingredion Inc | P | 2019-12-10 | 2020-11-03 | $7,933 | $9,537 | -$1,604 | -$1,604 |
| 130 Eaton Corp PLC | P | 2020-01-01 | 2020-11-13 | $14,813 | $9,816 | $4,997 | $4,997 |
| 1 Viatris Inc | P | 2015-12-09 | 2020-11-17 | $15 | $13 | $2 | $2 |
| 80 Procter & Gamble | P | 2020-01-01 | 2020-11-24 | $11,068 | $6,556 | $4,512 | $4,512 |
| 150 General Mills | P | 2019-01-08 | 2020-11-24 | $9,040 | $6,144 | $2,896 | $2,896 |
| 46 Methode Electrs Inc | P | 2017-11-10 | 2019-12-04 | $1,649 | $2,136 | -$487 | -$487 |
| 64 Methode Electrs Inc | P | 2020-01-01 | 2019-12-05 | $2,355 | $2,845 | -$490 | -$490 |
| 230 Synovus Financial | P | 2019-12-10 | 2019-12-19 | $8,840 | $8,855 | -$15 | -$15 |
| 40 MKS Instrument Inc | P | 2020-01-01 | 2020-01-16 | $4,605 | $2,636 | $1,969 | $1,969 |
| 123 Synnex Corp | P | 2019-01-08 | 2020-01-16 | $18,358 | $10,227 | $8,131 | $8,131 |
| 60 Plexus Corp Com | P | 2017-10-10 | 2020-01-16 | $4,732 | $3,529 | $1,203 | $1,203 |
| 35 Eastgroup Ppty Inc | P | 2009-05-08 | 2020-01-16 | $4,691 | $1,095 | $3,596 | $3,596 |
| 120 Emcor Group Inc | P | 2011-09-28 | 2020-01-17 | $10,426 | $2,476 | $7,950 | $7,950 |
| 30 MKS Instrument Inc | P | 2020-01-01 | 2020-01-23 | $3,489 | $860 | $2,629 | $2,629 |
| 50 Plexus Corp Com | P | 2017-10-10 | 2020-01-23 | $4,034 | $2,941 | $1,093 | $1,093 |
| 25 Synnex Corp | P | 2019-01-08 | 2020-01-23 | $3,606 | $2,079 | $1,527 | $1,527 |
| 230 Iberiabank Corp Com | P | 2020-01-01 | 2020-01-24 | $17,226 | $18,034 | -$808 | -$808 |
| 68 J & J Snack Food Corp | P | 2020-01-01 | 2020-01-24 | $12,612 | $6,002 | $6,610 | $6,610 |
| 320 Brooks Automation | P | 2020-01-01 | 2020-01-29 | $12,318 | $9,524 | $2,794 | $2,794 |
| 150 Pebblebrook Hotel Tr | P | 2019-12-10 | 2020-02-19 | $3,619 | $4,015 | -$396 | -$396 |
| 430 Minerals Technologies Inc | P | 2016-02-05 | 2020-02-28 | $19,161 | $17,806 | $1,355 | $1,355 |
| 31 J & J Snack Food Corp | P | 2020-01-01 | 2020-03-02 | $5,003 | $1,371 | $3,632 | $3,632 |
| 1630 Select Energy Svcs | P | 2019-01-08 | 2020-03-04 | $9,738 | $11,975 | -$2,237 | -$2,237 |
| 1000 Callon Pete Co | P | 2019-12-10 | 2020-03-10 | $464 | $4,294 | -$3,830 | -$3,830 |
| 120 Central Garden & Pet Co | P | 2020-01-01 | 2020-03-20 | $2,768 | $3,175 | -$407 | -$407 |
| 70 Esco Technologies Inc | P | 2020-01-01 | 2020-03-26 | $5,813 | $4,266 | $1,547 | $1,547 |
| 140 Natus Medical | P | 2019-12-10 | 2020-03-26 | $3,230 | $4,386 | -$1,156 | -$1,156 |
| 25 J & J Snack Food Corp | P | 2011-01-28 | 2020-03-27 | $2,884 | $1,086 | $1,798 | $1,798 |
| 1160 Mueller Wtr Prods | P | 2020-01-01 | 2020-03-30 | $9,063 | $11,704 | -$2,641 | -$2,641 |
| 240 QTS Rlty Tr Inc | P | 2020-01-01 | 2020-04-09 | $14,153 | $12,221 | $1,932 | $1,932 |
| 45 MKS Instrument Inc | P | 2013-06-07 | 2020-04-09 | $3,891 | $1,266 | $2,625 | $2,625 |
| 2340 Matador Res Co | P | 2019-12-10 | 2020-04-27 | $10,095 | $35,179 | -$25,084 | -$25,084 |
| 3700 Magnolia Oil & Gas | P | 2020-01-01 | 2020-04-27 | $19,177 | $38,144 | -$18,967 | -$18,967 |
| 3000 Callon Pete Co | P | 2019-12-10 | 2020-04-27 | $1,611 | $12,881 | -$11,270 | -$11,270 |
| 100 Stoneridge Inc | P | 2020-01-01 | 2020-05-05 | $1,879 | $2,865 | -$986 | -$986 |
| 101 J & J Snack Food Corp | P | 2011-01-28 | 2020-05-07 | $12,061 | $4,387 | $7,674 | $7,674 |
| 100 Brunswick Corp | P | 2018-11-27 | 2020-05-08 | $4,987 | $5,367 | -$380 | -$380 |
| 130 Natus Medical | P | 2019-12-10 | 2020-05-08 | $2,913 | $4,073 | -$1,160 | -$1,160 |
| 150 Stoneridge Inc | P | 2019-01-08 | 2020-05-11 | $2,593 | $4,081 | -$1,488 | -$1,488 |
| 190 ACI Worldwide Inc | P | 2020-01-01 | 2020-05-13 | $4,426 | $4,528 | -$102 | -$102 |
| 530 Dana Incorporated | P | 2020-01-01 | 2020-05-13 | $4,867 | $7,973 | -$3,106 | -$3,106 |
| 130 Natus Medical | P | 2019-12-10 | 2020-05-15 | $2,785 | $4,073 | -$1,288 | -$1,288 |
| 150 Stoneridge Inc | P | 2019-01-08 | 2020-05-18 | $2,747 | $4,081 | -$1,334 | -$1,334 |
| 390 Natus Medical | P | 2019-12-10 | 2020-05-22 | $8,192 | $12,219 | -$4,027 | -$4,027 |
| 70 Visteon Corp | P | 2020-01-17 | 2020-05-28 | $5,000 | $6,293 | -$1,293 | -$1,293 |
| 70 MKS Instrument Inc | P | 2012-05-30 | 2020-06-01 | $7,271 | $1,861 | $5,410 | $5,410 |
| 100 Visteon Corp | P | 2020-01-01 | 2020-06-01 | $7,444 | $8,524 | -$1,080 | -$1,080 |
| 100 Visteon Corp | P | 2019-01-08 | 2020-06-03 | $7,674 | $6,662 | $1,012 | $1,012 |
| 70 MKS Instrument Inc | P | 2012-05-30 | 2020-06-03 | $7,550 | $1,844 | $5,706 | $5,706 |
| 430 Stoneridge Inc | P | 2019-01-08 | 2020-06-08 | $10,087 | $11,699 | -$1,612 | -$1,612 |
| 190 Dana Incorporated | P | 2019-01-08 | 2020-06-10 | $2,611 | $2,974 | -$363 | -$363 |
| 950 Select Sector SPDR | P | 2020-04-28 | 2020-06-16 | $38,849 | $34,172 | $4,677 | $4,677 |
| 70 Woodward Inc | P | 2020-05-14 | 2020-06-19 | $5,502 | $3,805 | $1,697 | $1,697 |
| 350 Dana Incorporated | P | 2019-01-08 | 2020-06-10 | $4,170 | $5,479 | -$1,309 | -$1,309 |
| 120 Brunswick Corp | P | 2020-01-01 | 2020-06-19 | $7,188 | $5,964 | $1,224 | $1,224 |
| 0 First Horizon Corp | P | 2009-05-08 | 2020-07-02 | $3 | $3 | ||
| 70 Woodward Inc | P | 2020-05-14 | 2020-07-08 | $5,261 | $3,805 | $1,456 | $1,456 |
| 140 Woodward Inc | P | 2020-05-14 | 2020-07-14 | $10,516 | $7,610 | $2,906 | $2,906 |
| 90 Brunswick Corp | P | 2020-01-01 | 2020-07-15 | $6,047 | $3,977 | $2,070 | $2,070 |
| 530 Dana Incorporated | P | 2019-01-08 | 2020-07-16 | $6,654 | $8,296 | -$1,642 | -$1,642 |
| 530 Dana Incorporated | P | 2019-01-08 | 2020-07-23 | $6,684 | $8,296 | -$1,612 | -$1,612 |
| 40 Brunswick Corp | P | 2020-01-01 | 2020-08-07 | $2,541 | $1,620 | $921 | $921 |
| 100 Cerence Inc | P | 2020-05-20 | 2020-08-07 | $5,029 | $3,038 | $1,991 | $1,991 |
| 190 Brooks Automation | P | 2020-01-01 | 2020-08-07 | $10,654 | $4,772 | $5,882 | $5,882 |
| 32 Eastgroup Ppty Inc | P | 2009-05-08 | 2020-08-11 | $4,284 | $1,001 | $3,283 | $3,283 |
| 120 Casella Waste Sys Inc | P | 2020-01-01 | 2020-08-12 | $6,687 | $4,230 | $2,457 | $2,457 |
| 390 BMC Stock Hldgs | P | 2019-01-08 | 2020-09-17 | $16,479 | $6,552 | $9,927 | $9,927 |
| 230 BMC Stock Hldgs | P | 2019-01-08 | 2020-09-29 | $9,628 | $3,864 | $5,764 | $5,764 |
| 33 Eastgroup Ppty Inc | P | 2009-05-08 | 2020-09-29 | $4,273 | $1,033 | $3,240 | $3,240 |
| 40 Brunswick Corp | P | 2016-02-05 | 2020-09-29 | $2,336 | $1,611 | $725 | $725 |
| 140 BMC Stock Hldgs | P | 2019-01-08 | 2020-10-02 | $6,074 | $2,352 | $3,722 | $3,722 |
| 160 BMC Stock Hldgs | P | 2019-01-08 | 2020-10-05 | $6,934 | $2,688 | $4,246 | $4,246 |
| 530 Allscripts Healthcare | P | 2019-01-08 | 2020-10-15 | $5,994 | $5,881 | $113 | $113 |
| 100 BMC Stock Hldgs | P | 2019-01-08 | 2020-10-15 | $4,436 | $1,680 | $2,756 | $2,756 |
| 100 QTS Rlty Tr Inc | P | 2020-01-01 | 2020-10-16 | $6,521 | $4,378 | $2,143 | $2,143 |
| 125 Brooks Automation | P | 2017-12-14 | 2020-10-16 | $6,256 | $3,039 | $3,217 | $3,217 |
| 50 Semtech Corp | P | 2018-04-09 | 2020-10-19 | $2,814 | $2,051 | $763 | $763 |
| 700 Allscripts Healthcare | P | 2019-01-08 | 2020-10-19 | $7,341 | $7,768 | -$427 | -$427 |
| 100 Selective Insurance Group | P | 2020-01-01 | 2020-10-20 | $5,141 | $6,659 | -$1,518 | -$1,518 |
| 80 BMC Stock Hldgs | P | 2019-01-08 | 2020-10-22 | $3,316 | $1,344 | $1,972 | $1,972 |
| 210 Allscripts Healthcare | P | 2019-01-08 | 2020-10-22 | $2,349 | $2,330 | $19 | $19 |
| 610 Allscripts Healthcare | P | 2019-01-08 | 2020-10-26 | $6,427 | $6,769 | -$342 | -$342 |
| 65 Cerence Inc | P | 2020-05-20 | 2020-10-29 | $3,901 | $1,975 | $1,926 | $1,926 |
| 200 Allscripts Healthcare | P | 2019-01-08 | 2020-11-03 | $2,058 | $2,219 | -$161 | -$161 |
| 70 BMC Stock Hldgs | P | 2019-01-08 | 2020-11-03 | $2,922 | $1,176 | $1,746 | $1,746 |
| 400 Allscripts Healthcare | P | 2019-01-08 | 2020-11-06 | $4,489 | $4,439 | $50 | $50 |
| 85 BMC Stock Hldgs | P | 2019-01-08 | 2020-11-17 | $3,947 | $1,428 | $2,519 | $2,519 |
| 110 Brooks Automation | P | 2017-12-14 | 2020-11-17 | $7,687 | $2,675 | $5,012 | $5,012 |
| 120 Altra Hldgs Inc | P | 2020-01-01 | 2020-11-18 | $6,639 | $4,511 | $2,128 | $2,128 |
| 170 Methode Electrs Inc | P | 2020-01-01 | 2020-11-23 | $6,028 | $6,881 | -$853 | -$853 |
| 70 BMC Stock Hldgs | P | 2019-01-08 | 2020-11-23 | $3,343 | $1,176 | $2,167 | $2,167 |
| 35 Brunswick Corp | P | 2016-02-04 | 2020-11-24 | $2,667 | $1,409 | $1,258 | $1,258 |
| 26 Eastgroup Ppty Inc | P | 2009-05-08 | 2020-11-24 | $3,582 | $814 | $2,768 | $2,768 |
| 115 BMC Stock Hldgs | P | 2020-01-01 | 2020-11-24 | $5,557 | $2,158 | $3,399 | $3,399 |
| 105 Brooks Automation | P | 2017-12-14 | 2020-11-25 | $7,344 | $2,553 | $4,791 | $4,791 |
| 5000 Florida Dev Fin Corp | P | 2017-04-21 | 2019-12-15 | $5,000 | $4,977 | $23 | $23 |
| 15000 Tarrant Cnty Tex | P | 2017-05-24 | 2019-12-15 | $15,000 | $15,000 | ||
| 10000 Chicago Ill | P | 2017-05-22 | 2020-01-01 | $10,000 | $10,000 | ||
| 40000 Tarrant Cnty Tex | P | 2017-05-24 | 2020-01-15 | $40,000 | $40,001 | -$1 | -$1 |
| 50000 PNC Funding Corp | P | 2016-08-30 | 2020-02-08 | $50,000 | $50,000 | ||
| 10000 Tarrant Cnty Tex | P | 2017-05-24 | 2020-02-15 | $10,000 | $10,000 | ||
| 90000 Chicago Ill | P | 2017-05-22 | 2020-02-20 | $90,000 | $90,000 | ||
| 10000 Tarrant Cnty Tex | P | 2017-05-24 | 2020-03-15 | $10,000 | $10,000 | ||
| 10000 United Parcel Service | P | 2016-05-17 | 2020-03-20 | $10,004 | $10,016 | -$12 | -$12 |
| 50000 United Parcel Service | P | 2016-01-22 | 2020-03-20 | $50,020 | $50,076 | -$56 | -$56 |
| 10000 Tarrant Cnty Tex | P | 2017-05-24 | 2020-04-15 | $10,000 | $10,000 | ||
| 51000 Genzyme Corp | P | 2016-05-10 | 2020-06-15 | $51,000 | $51,000 | ||
| 50000 Wisconsin Pwr & Lt | P | 2014-11-07 | 2020-06-15 | $50,000 | $50,000 | ||
| 15000 Tarrant Cnty Tex | P | 2017-05-24 | 2020-06-15 | $15,000 | $15,000 | ||
| 25000 Clifton Tex Higher Ed | P | 2020-04-16 | 2020-08-15 | $25,000 | $24,694 | $306 | $306 |
| 65000 U S Tsy Notes | P | 2019-08-30 | 2020-11-15 | $65,000 | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,764 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$198,976 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $315,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,855,394 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04602 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $323,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,121,443 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04543 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $317,065 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,863,096 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04620 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $326,222 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,507,916 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05013 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $325,137 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,625,283 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04908 | DistributionYr5Rt |
| Total Distribution | 0.236849 | TotalDistributionRt |
| Average Distribution | 0.047370 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,358,917 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $301,222 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,582 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $302,804 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $330,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,582 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,582 | SubtotalAmt |
| Tax Based On Investment Income | $1,582 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,296 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,296 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,714 | OverpaymentAmt |
| Applied To ES Tax | $2,714 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMMY MURRAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9184589271 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1267 | AddressLine1Txt |
| City | FORT GIBSON | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74434 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| E Ryker Young | ||||||
| 24481 South Manard Road | Fort Gibson | OK | 74434 | Trustee | 0.00 | $0 |
| Tina B Young | ||||||
| 24481 South Manard Road | Fort Gibson | OK | 74434 | Trustee | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,308,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,682 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,455,753 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,455,753 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,836 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,358,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $317,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $317,946 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,582 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,582 | TotalTaxAmt |
| Distributable Before Adj | $316,364 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $316,364 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $316,364 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $330,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $330,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,582 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $328,418 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $316,364 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $293,667 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $293,667 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $330,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $316,364 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,636 | RemainingDistriFromCorpusAmt |
| Total Corpus | $307,303 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $307,303 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $293,667 | ExcessFromYear3Amt |
| Excess From Current Year | $13,636 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Joseph P Rigali | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 62 Walnut Street | AddressLine1Txt |
| City | Wellesley | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024812109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9184589271 | RecipientPhoneNum |
| Form And Info And Materials | None specified. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | None. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NSU Foundation | |||||||
| 601 N Grand Avenue | Tahlequah | OK | 74464 | None | 501(c)(3) | Program Support | $10,000 |
| Fort Gibson Education Foundation | |||||||
| 500 S Ross | Fort Gibson | OK | 74434 | None | 501(c)(3) | Program Support | $81,000 |
| CASAS POR CRISTO | |||||||
| PO Box 564 | Carthage | MO | 64836 | None | PubSchl | Program Support | $15,000 |
| Haitian Impact Christian Ministry | |||||||
| PO Box 564 | Carthage | MO | 64836 | None | 501(c)(3) | Program Support | $20,000 |
| Christian Parenting Ministries | |||||||
| 806 Janet Street | Tahleqah | OK | 74464 | None | 501(c)(3) | Program Support | $45,000 |
| Student Mobilization | |||||||
| P O Box 567 | Conway | AR | 72033 | N/A | 501(c)(3) | Program Support | $24,000 |
| Sun Devil Golf - AZ State Universit | |||||||
| PO Cox 872205 | Tempe | AZ | 85287 | None | 501(c)(3) | Program Support | $30,000 |
| Fellowship Bible Church | |||||||
| 1411 East Popla Street | Fort Gibson | OK | 74434 | None | PC | General Use | $50,000 |
| Gospel Rescue Mission | |||||||
| 326 South Second Street | Muskogee | OK | 74401 | None | PC | General Use | $10,000 |
| Holland Cemetery | |||||||
| 200 South Lee Street | Fort Gibson | OK | 74434 | None | PC | General Use | $10,000 |
| Hospitality House | |||||||
| 1135 S Victor Avenue | Tulsa | OK | 74104 | None | PC | General Use | $25,000 |
| Road Show Ministry | |||||||
| 306 Drexel Place | Muskogee | OK | 74403 | None | PC | General Use | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $330,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180,830 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,764 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $180,830 | ExclusionAmt |
| Related Or Exempt Function Incm | $32,764 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $213,594 | 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 | CategoryTxt |
| Amt | $2,460 | Amt |
| Net Investment Income | $2,460 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,460 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax amortization more than cost | Desc |
| Amt | $7,844 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $52,776 | Amt |
| Net Investment Income | $52,776 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52,776 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Massachusettes | CategoryTxt |
| Amt | $125 | Amt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $125 | AdjustedNetIncomeAmt |
Comments