YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG FAMILY FOUNDATION (EIN 04-3525914)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-03-09
- IRS object ID
- 202000699349100015
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-09T17:18:05-07:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 | 2018-12-01 | 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 | 2020-03-09 | 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 | 2018 | 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 | $7,154,785 | 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 | $207,066 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $207,066 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $207,066 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,305,657 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,282 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $271,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,348 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $207,066 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,000 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $74,690 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,690 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $74,690 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $70 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $70 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $70 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $77,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $77,760 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $315,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $315,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $393,260 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $77,760 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $315,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$121,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,588 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $129,306 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $372,951 | CashBOYAmt |
| Cash EOY | $424,711 | CashEOYAmt |
| Cash EOYFMV | $424,711 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,157,236 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,339,895 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,398,333 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,964,827 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,140,939 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,895,120 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $966,192 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $433,749 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $436,621 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,461,206 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,339,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,154,785 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,461,206 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,339,294 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,461,206 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,339,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,461,206 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,339,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,461,206 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$121,912 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,339,294 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,339,294 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (208 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 250 Callon Pete Co | P | 2018-03-19 | 2018-12-03 | $2,186 | $2,901 | -$715 | -$715 |
| 160 Callon Pete Co | P | 2017-01-20 | 2018-12-03 | $1,399 | $2,441 | -$1,042 | -$1,042 |
| 180 Callon Pete Co | P | 2016-08-09 | 2018-12-03 | $1,574 | $2,318 | -$744 | -$744 |
| 220 Callon Pete Co | P | 2017-03-27 | 2018-12-03 | $1,924 | $2,619 | -$695 | -$695 |
| 240 Callon Pete Co | P | 2017-06-02 | 2018-12-03 | $2,098 | $2,741 | -$643 | -$643 |
| 1089 Callon Pete Co | P | 2016-04-20 | 2018-12-03 | $9,521 | $10,613 | -$1,092 | -$1,092 |
| 751 Callon Pete Co | P | 2016-04-20 | 2018-12-03 | $6,566 | $6,988 | -$422 | -$422 |
| 187 Synnex Corp | P | 2018-05-14 | 2018-12-03 | $15,361 | $20,637 | -$5,276 | -$5,276 |
| 73 Synnex Corp | P | 2018-07-06 | 2018-12-03 | $5,996 | $8,006 | -$2,010 | -$2,010 |
| 60 Synnex Corp | P | 2018-08-15 | 2018-12-03 | $4,929 | $5,698 | -$769 | -$769 |
| 90 Synnex Corp | P | 2018-10-22 | 2018-12-03 | $7,393 | $7,249 | $144 | $144 |
| 120 Glatfeelter | P | 2018-03-29 | 2018-12-04 | $1,463 | $2,488 | -$1,025 | -$1,025 |
| 130 Glatfeelter | P | 2018-08-03 | 2018-12-04 | $1,585 | $2,219 | -$634 | -$634 |
| 25 Rogers Corp | P | 2018-02-28 | 2018-12-07 | $2,912 | $3,273 | -$361 | -$361 |
| 30 Rogers Corp | P | 2017-04-20 | 2018-12-07 | $3,494 | $2,553 | $941 | $941 |
| 90 Gibraltar Industries | P | 2018-01-30 | 2018-12-12 | $3,103 | $3,359 | -$256 | -$256 |
| 130 Wolverine World Wide Inc | P | 2016-12-30 | 2018-12-21 | $4,014 | $2,874 | $1,140 | $1,140 |
| 30 Wolverine World Wide Inc | P | 2016-06-20 | 2018-12-21 | $926 | $623 | $303 | $303 |
| 100 Selective Insurance Group | P | 2017-05-01 | 2018-12-21 | $5,902 | $5,216 | $686 | $686 |
| 160 FCB Financial | P | 2016-12-23 | 2018-12-27 | $5,228 | $7,689 | -$2,461 | -$2,461 |
| 120 FCB Financial | P | 2017-05-05 | 2018-12-27 | $3,921 | $5,702 | -$1,781 | -$1,781 |
| 40 FCB Financial | P | 2017-03-22 | 2018-12-27 | $1,307 | $1,880 | -$573 | -$573 |
| 160 Wolverine World Wide Inc | P | 2016-06-20 | 2018-12-28 | $5,167 | $3,324 | $1,843 | $1,843 |
| 50 Wolverine World Wide Inc | P | 2016-05-23 | 2016-12-28 | $1,615 | $878 | $737 | $737 |
| 0 Synovus Financial | P | 2019-11-18 | 2019-01-02 | $8 | $10 | -$2 | -$2 |
| 42 Synovus Financial | P | 2017-03-22 | 2019-01-14 | $1,470 | $1,880 | -$410 | -$410 |
| 95 Synovus Financial | P | 2017-01-31 | 2019-01-14 | $3,307 | $4,213 | -$906 | -$906 |
| 63 Synovus Financial | P | 2017-08-31 | 2019-01-14 | $2,189 | $2,622 | -$433 | -$433 |
| 40 Visteon Corp | P | 2019-01-08 | 2019-01-15 | $2,757 | $2,665 | $92 | $92 |
| 150 Semtech Corp | P | 2018-04-09 | 2019-01-18 | $7,621 | $6,153 | $1,468 | $1,468 |
| 60 Entegris Inc | P | 2012-11-23 | 2019-01-24 | $1,839 | $521 | $1,318 | $1,318 |
| 530 Entegris Inc | P | 2012-11-23 | 2019-02-05 | $17,693 | $4,603 | $13,090 | $13,090 |
| 110 Wolverine World Wide Inc | P | 2016-05-23 | 2019-02-07 | $3,785 | $1,931 | $1,854 | $1,854 |
| 10 Wolverine World Wide Inc | P | 2016-02-05 | 2019-02-07 | $344 | $168 | $176 | $176 |
| 70 AMN Healthcare | P | 2016-12-14 | 2019-02-07 | $4,409 | $2,758 | $1,651 | $1,651 |
| 100 Lithia Mtrs Inc | P | 2012-10-31 | 2019-02-14 | $8,316 | $3,433 | $4,883 | $4,883 |
| 90 Semtech Corp | P | 2018-04-09 | 2019-03-08 | $4,737 | $3,692 | $1,045 | $1,045 |
| 130 Advanced Disp Svcs | P | 2017-08-18 | 2019-04-16 | $4,186 | $3,022 | $1,164 | $1,164 |
| 430 Advanced Disp Svcs | P | 2017-07-13 | 2019-04-16 | $13,846 | $9,883 | $3,963 | $3,963 |
| 150 Murphy USA Inc | P | 2017-03-23 | 2019-04-23 | $12,342 | $10,603 | $1,739 | $1,739 |
| 35 Rogers Corp | P | 2017-04-20 | 2019-04-24 | $6,036 | $2,978 | $3,058 | $3,058 |
| 570 Advanced Disp Svcs | P | 2017-07-13 | 2019-04-25 | $18,360 | $13,101 | $5,259 | $5,259 |
| 23 Rogers Corp | P | 2017-04-20 | 2019-05-01 | $4,481 | $1,957 | $2,524 | $2,524 |
| 350 Resideo Technologies | P | 2019-02-11 | 2019-05-08 | $7,979 | $8,623 | -$644 | -$644 |
| 150 Murphy USA Inc | P | 2017-03-23 | 2019-05-23 | $12,359 | $10,603 | $1,756 | $1,756 |
| 407 Resideo Technologies | P | 2019-02-11 | 2019-06-03 | $7,901 | $10,027 | -$2,126 | -$2,126 |
| 293 Resideo Technologies | P | 2019-02-01 | 2019-06-03 | $5,688 | $6,624 | -$936 | -$936 |
| 190 Advanced Disp Svcs | P | 2017-07-13 | 2019-06-18 | $6,079 | $4,367 | $1,712 | $1,712 |
| 100 Advanced Disp Svcs | P | 2018-04-24 | 2019-06-18 | $3,200 | $2,262 | $938 | $938 |
| 50 Ingevity Corp | P | 2016-07-14 | 2019-07-01 | $5,348 | $1,955 | $3,393 | $3,393 |
| 100 Advanced Disp Svcs | P | 2018-04-24 | 2019-07-02 | $3,205 | $2,262 | $943 | $943 |
| 180 Advanced Disp Svcs | P | 2018-08-23 | 2019-07-02 | $5,769 | $4,652 | $1,117 | $1,117 |
| 195 Ingevity Corp | P | 2016-07-14 | 2019-07-23 | $19,702 | $7,623 | $12,079 | $12,079 |
| 80 Emcor Group Inc | P | 2011-08-26 | 2019-07-23 | $6,668 | $1,781 | $4,887 | $4,887 |
| 50 Emcor Group Inc | P | 2011-09-27 | 2019-07-23 | $4,168 | $1,040 | $3,128 | $3,128 |
| 30 Lithia Mtrs Inc | P | 2012-10-31 | 2019-07-29 | $4,049 | $1,030 | $3,019 | $3,019 |
| 70 Lithia Mtrs Inc | P | 2018-12-18 | 2019-07-29 | $9,448 | $5,042 | $4,406 | $4,406 |
| 43 Synovus Financial | P | 2017-08-31 | 2019-07-31 | $1,634 | $1,779 | -$145 | -$145 |
| 157 Synovus Financial | P | 2016-11-18 | 2019-07-31 | $6,027 | $6,109 | -$82 | -$82 |
| 220 Mueller Wtr Prods | P | 2016-10-13 | 2019-08-14 | $2,203 | $2,737 | -$534 | -$534 |
| 200 Mueller Wtr Prods | P | 2016-09-07 | 2019-08-14 | $2,003 | $2,461 | -$458 | -$458 |
| 240 Mueller Wtr Prods | P | 2018-02-02 | 2019-08-14 | $2,403 | $2,751 | -$348 | -$348 |
| 125 Mueller Wtr Prods | P | 2016-04-27 | 2019-08-14 | $1,252 | $1,361 | -$109 | -$109 |
| 165 Mueller Wtr Prods | P | 2016-04-22 | 2019-08-14 | $1,652 | $1,729 | -$77 | -$77 |
| 780 Mueller Wtr Prods | P | 2016-04-22 | 2019-08-22 | $7,984 | $8,172 | -$188 | -$188 |
| 3150 Callon Pete Co | P | 2019-01-08 | 2019-10-25 | $12,639 | $25,806 | -$13,167 | -$13,167 |
| 320 Callon Pete Co | P | 2019-05-09 | 2019-10-25 | $1,284 | $2,602 | -$1,318 | -$1,318 |
| 350 Callon Pete Co | P | 2019-06-06 | 2019-10-25 | $1,404 | $2,172 | -$768 | -$768 |
| 570 Callon Pete Co | P | 2019-07-17 | 2019-10-25 | $2,287 | $3,038 | -$751 | -$751 |
| 200 Matador Res Co | P | 2019-03-12 | 2019-10-25 | $2,791 | $3,642 | -$851 | -$851 |
| 220 Matador Res Co | P | 2019-09-30 | 2019-10-25 | $3,070 | $3,658 | -$588 | -$588 |
| 100 Matador Res Co | P | 2017-01-20 | 2019-10-25 | $1,396 | $2,522 | -$1,126 | -$1,126 |
| 180 Matador Res Co | P | 2017-06-12 | 2019-10-25 | $2,512 | $4,237 | -$1,725 | -$1,725 |
| 160 Matador Res Co | P | 2017-06-05 | 2019-10-25 | $2,233 | $3,692 | -$1,459 | -$1,459 |
| 990 Matador Res Co | P | 2015-02-04 | 2019-10-25 | $13,817 | $22,715 | -$8,898 | -$8,898 |
| 120 Matador Res Co | P | 2015-08-28 | 2019-10-25 | $1,675 | $2,728 | -$1,053 | -$1,053 |
| 120 Matador Res Co | P | 2017-04-24 | 2019-10-25 | $1,675 | $2,658 | -$983 | -$983 |
| 140 Matador Res Co | P | 2017-03-27 | 2019-10-25 | $1,954 | $3,087 | -$1,133 | -$1,133 |
| 150 Matador Res Co | P | 2015-12-30 | 2019-10-25 | $2,094 | $2,998 | -$904 | -$904 |
| 50 Minerals Technologies Inc | P | 2016-06-27 | 2019-10-25 | $2,554 | $2,640 | -$86 | -$86 |
| 100 Minerals Technologies Inc | P | 2016-02-05 | 2019-10-25 | $5,109 | $4,141 | $968 | $968 |
| 10 MKS Instrument Inc | P | 2012-01-12 | 2019-10-28 | $1,141 | $291 | $850 | $850 |
| 25 MKS Instrument Inc | P | 2013-06-10 | 2019-10-28 | $2,854 | $726 | $2,128 | $2,128 |
| 240 Dine Brands Global | P | 2019-05-31 | 2019-10-29 | $17,506 | $22,474 | -$4,968 | -$4,968 |
| 40 Dine Brands Global | P | 2019-08-01 | 2019-10-29 | $2,918 | $3,387 | -$469 | -$469 |
| 30 Dine Brands Global | P | 2019-09-30 | 2019-10-29 | $2,188 | $2,287 | -$99 | -$99 |
| 130 Natus Medical | P | 2017-10-05 | 2019-10-29 | $4,349 | $5,242 | -$893 | -$893 |
| 860 Natus Medical | P | 2017-07-17 | 2019-10-29 | $28,768 | $32,310 | -$3,542 | -$3,542 |
| 100 Natus Medical | P | 2019-08-05 | 2019-10-29 | $3,345 | $3,146 | $199 | $199 |
| 150 Pebblebrook Hotel Tr | P | 2016-12-08 | 2019-10-29 | $3,884 | $4,702 | -$818 | -$818 |
| 120 Pebblebrook Hotel Tr | P | 2016-07-19 | 2019-10-29 | $3,107 | $3,569 | -$462 | -$462 |
| 140 Pebblebrook Hotel Tr | P | 2016-10-12 | 2019-10-29 | $3,625 | $3,864 | -$239 | -$239 |
| 80 Pebblebrook Hotel Tr | P | 2013-08-05 | 2019-10-29 | $2,071 | $2,198 | -$127 | -$127 |
| 110 Pebblebrook Hotel Tr | P | 2016-06-02 | 2019-10-29 | $2,848 | $2,954 | -$106 | -$106 |
| 481 Pebblebrook Hotel Tr | P | 2013-06-21 | 2019-10-29 | $12,453 | $12,163 | $290 | $290 |
| 469 Pebblebrook Hotel Tr | P | 2013-06-24 | 2019-10-29 | $12,143 | $11,670 | $473 | $473 |
| 100 Pebblebrook Hotel Tr | P | 2016-02-05 | 2019-10-29 | $2,589 | $2,417 | $172 | $172 |
| 50 Plexus Corp Com | P | 2018-02-21 | 2019-10-29 | $3,630 | $3,035 | $595 | $595 |
| 10 Plexus Corp Com | P | 2017-10-10 | 2019-10-29 | $726 | $588 | $138 | $138 |
| 602 Synovus Financial | P | 2016-11-18 | 2019-11-04 | $21,375 | $23,371 | -$1,996 | -$1,996 |
| 190 Magnolia Oil & Gas | P | 2019-05-09 | 2019-11-04 | $1,997 | $2,453 | -$456 | -$456 |
| 1750 Magnolia Oil & Gas | P | 2018-11-15 | 2019-11-04 | $18,396 | $22,181 | -$3,785 | -$3,785 |
| 210 Magnolia Oil & Gas | P | 2019-06-07 | 2019-11-04 | $2,208 | $2,448 | -$240 | -$240 |
| 180 Magnolia Oil & Gas | P | 2018-12-18 | 2019-11-04 | $1,892 | $1,942 | -$50 | -$50 |
| 350 Magnolia Oil & Gas | P | 2019-08-26 | 2019-11-04 | $3,679 | $3,512 | $167 | $167 |
| 119 Glatfeelter | P | 2010-08-10 | 2018-12-04 | $1,451 | $1,455 | -$4 | -$4 |
| 443 Glatfeelter | P | 2010-08-11 | 2018-12-04 | $5,402 | $5,325 | $77 | $77 |
| 618 Glatfeelter | P | 2010-08-12 | 2018-12-04 | $7,536 | $7,312 | $224 | $224 |
| 25 Littelfuse Inc Com | P | 2009-05-08 | 2018-12-07 | $4,322 | $403 | $3,919 | $3,919 |
| 70 Portland Gen Elec | P | 2009-05-08 | 2018-12-21 | $3,262 | $1,320 | $1,942 | $1,942 |
| 40 Eastgroup Ppty Inc | P | 2010-03-12 | 2018-12-21 | $3,713 | $1,536 | $2,177 | $2,177 |
| 10 Eastgroup Ppty Inc | P | 2009-05-08 | 2018-12-21 | $928 | $313 | $615 | $615 |
| 40 Eastgroup Ppty Inc | P | 2009-05-08 | 2019-01-02 | $3,524 | $1,252 | $2,272 | $2,272 |
| 26 Lancaster Colony Corp | P | 2010-10-15 | 2019-01-02 | $4,462 | $1,305 | $3,157 | $3,157 |
| 270 Portland Gen Elec | P | 2009-05-08 | 2019-01-10 | $12,196 | $5,092 | $7,104 | $7,104 |
| 77 US Ecology Inc | P | 2010-03-26 | 2019-01-15 | $4,910 | $1,257 | $3,653 | $3,653 |
| 33 US Ecology Inc | P | 2009-07-30 | 2019-01-15 | $2,104 | $539 | $1,565 | $1,565 |
| 3 Lancaster Colony Corp | P | 2010-10-15 | 2019-01-28 | $478 | $151 | $327 | $327 |
| 27 Lancaster Colony Corp | P | 2010-10-13 | 2019-01-28 | $4,301 | $1,347 | $2,954 | $2,954 |
| 15 J & J Snack Food Corp | P | 2010-04-27 | 2019-10-29 | $2,350 | $706 | $1,644 | $1,644 |
| 25 Littelfuse Inc Com | P | 2009-05-08 | 2019-02-06 | $4,610 | $403 | $4,207 | $4,207 |
| 75 Littelfuse Inc Com | P | 2009-05-08 | 2019-07-29 | $13,966 | $1,209 | $12,757 | $12,757 |
| 1650 iShares TR Russell 2000 | P | 2018-12-06 | 2019-01-04 | $224,884 | $240,553 | -$15,669 | -$15,669 |
| 260 Callon Pete Co | P | 2017-06-12 | 2018-12-03 | $2,273 | $2,948 | -$675 | -$675 |
| 45 Synnex Corp | P | 2018-07-06 | 2018-12-03 | $3,696 | $4,675 | -$979 | -$979 |
| 280 Pfizer | P | 2017-12-13 | 2019-01-24 | $11,412 | $10,291 | $1,121 | $1,121 |
| 100 Pfizer | P | 2016-12-14 | 2019-01-24 | $4,076 | $3,295 | $781 | $781 |
| 80 Pfizer | P | 2017-08-02 | 2019-01-24 | $3,260 | $2,628 | $632 | $632 |
| 195 National Instrs Corp | P | 2016-11-10 | 2019-01-30 | $8,247 | $5,580 | $2,667 | $2,667 |
| 240 National Instrs Corp | P | 2016-09-28 | 2019-01-30 | $10,150 | $6,844 | $3,306 | $3,306 |
| 10 United BankShares Inc | P | 2018-07-30 | 2019-03-07 | $361 | $380 | -$19 | -$19 |
| 10 Verizon Communications | P | 2016-08-03 | 2019-03-07 | $553 | $539 | $14 | $14 |
| 10 Williams Companies | P | 2019-01-08 | 2019-03-07 | $258 | $249 | $9 | $9 |
| 10 Douglas Dynamics Inc Com | P | 2011-05-19 | 2019-03-07 | $391 | $152 | $239 | $239 |
| 10 Royal Dutch Shell PLC | P | 2017-11-29 | 2019-03-07 | $619 | $661 | -$42 | -$42 |
| 10 Sonoco Prods Co | P | 2017-12-04 | 2019-03-07 | $572 | $557 | $15 | $15 |
| 10 Target | P | 2018-04-11 | 2019-03-07 | $750 | $734 | $16 | $16 |
| 10 McGrath RentCorp | P | 2016-07-11 | 2019-03-07 | $574 | $314 | $260 | $260 |
| 10 Horace Mann Educators Corp | P | 2012-01-13 | 2019-03-07 | $370 | $152 | $218 | $218 |
| 10 Ingredion Inc | P | 2018-11-19 | 2019-03-07 | $906 | $1,044 | -$138 | -$138 |
| 10 Intel Corp | P | 2017-08-02 | 2019-03-07 | $517 | $365 | $152 | $152 |
| 20 Knoll Inc Com | P | 2018-08-08 | 2019-03-07 | $396 | $459 | -$63 | -$63 |
| 50 Boeing | P | 2017-01-19 | 2019-03-18 | $18,445 | $7,962 | $10,483 | $10,483 |
| 180 Intel Corp | P | 2017-08-02 | 2019-04-29 | $9,207 | $6,563 | $2,644 | $2,644 |
| 160 Intel Corp | P | 2016-03-14 | 2019-04-29 | $8,184 | $5,058 | $3,126 | $3,126 |
| 250 Intel Corp | P | 2013-02-05 | 2019-04-29 | $12,787 | $5,335 | $7,452 | $7,452 |
| 420 Corteva Inc | P | 2018-11-01 | 2019-06-11 | $1,029 | $1,303 | -$274 | -$274 |
| 33 Corteva Inc | P | 2017-11-21 | 2019-06-11 | $823 | $1,286 | -$463 | -$463 |
| 192 Corteva Inc | P | 2013-08-30 | 2019-06-11 | $4,746 | $4,347 | $399 | $399 |
| 43 Corteva Inc | P | 2015-08-27 | 2019-06-11 | $1,055 | $935 | $120 | $120 |
| 490 Avangrid Inc | P | 2017-01-11 | 2019-06-17 | $25,143 | $19,309 | $5,834 | $5,834 |
| 10 Avangrid Inc | P | 2019-03-07 | 2019-06-17 | $513 | $494 | $19 | $19 |
| 80 Procter & Gamble | P | 2016-10-05 | 2019-06-28 | $8,818 | $7,112 | $1,706 | $1,706 |
| 70 Procter & Gamble | P | 2016-03-14 | 2019-06-28 | $7,716 | $5,682 | $2,034 | $2,034 |
| 10 Procter & Gamble | P | 2015-11-25 | 2019-06-28 | $1,102 | $762 | $340 | $340 |
| 56 McDonalds Corp | P | 2015-03-03 | 2019-07-17 | $11,956 | $5,593 | $6,363 | $6,363 |
| 42 McDonalds Corp | P | 2015-03-03 | 2019-08-01 | $8,864 | $4,195 | $4,669 | $4,669 |
| 42 DOW Inc | P | 2018-11-01 | 2019-08-01 | $1,981 | $2,386 | -$405 | -$405 |
| 33 DOW Inc | P | 2017-11-21 | 2019-08-01 | $1,585 | $2,354 | -$769 | -$769 |
| 192 DOW Inc | P | 2013-08-30 | 2019-08-01 | $9,140 | $7,959 | $1,181 | $1,181 |
| 43 DOW Inc | P | 2015-08-27 | 2019-08-01 | $2,032 | $1,711 | $321 | $321 |
| 127 McDonalds Corp | P | 2015-03-03 | 2019-08-09 | $27,779 | $12,684 | $15,095 | $15,095 |
| 870 Halliburton Co | P | 2019-01-08 | 2019-10-25 | $17,555 | $25,520 | -$7,965 | -$7,965 |
| 20 Halliburton Co | P | 2019-03-07 | 2019-10-25 | $404 | $572 | -$168 | -$168 |
| 10 Meredith Corp | P | 2019-03-07 | 2019-10-25 | $373 | $581 | -$208 | -$208 |
| 90 Meredith Corp | P | 2017-04-28 | 2019-10-25 | $3,355 | $5,351 | -$1,996 | -$1,996 |
| 170 Meredith Corp | P | 2018-02-02 | 2019-10-25 | $6,337 | $9,823 | -$3,486 | -$3,486 |
| 80 Meredith Corp | P | 2016-08-03 | 2019-10-25 | $2,982 | $4,281 | -$1,299 | -$1,299 |
| 190 Meredith Corp | P | 2018-09-13 | 2019-10-25 | $7,083 | $9,997 | -$2,914 | -$2,914 |
| 110 Meredith Corp | P | 2018-05-18 | 2019-10-25 | $4,100 | $5,579 | -$1,479 | -$1,479 |
| 720 Meredith Corp | P | 2014-07-17 | 2019-10-25 | $26,839 | $34,451 | -$7,612 | -$7,612 |
| 70 Meredith Corp | P | 2016-03-14 | 2019-10-25 | $2,609 | $3,275 | -$666 | -$666 |
| 370 Dine Brands Global | P | 2019-06-18 | 2019-10-28 | $26,625 | $36,231 | -$9,606 | -$9,606 |
| 55 Dine Brands Global | P | 2019-08-01 | 2019-10-28 | $3,958 | $4,653 | -$695 | -$695 |
| 65 Dine Brands Global | P | 2019-09-30 | 2019-10-28 | $4,677 | $4,943 | -$266 | -$266 |
| 190 Pebblebrook Hotel Tr | P | 2017-05-02 | 2019-10-28 | $4,946 | $5,810 | -$864 | -$864 |
| 140 Pebblebrook Hotel Tr | P | 2016-05-03 | 2019-10-28 | $3,645 | $4,234 | -$589 | -$589 |
| 240 Pebblebrook Hotel Tr | P | 2016-07-20 | 2019-10-28 | $6,248 | $7,192 | -$944 | -$944 |
| 1030 Pebblebrook Hotel Tr | P | 2016-04-22 | 2019-10-28 | $26,815 | $28,770 | -$1,955 | -$1,955 |
| 310 Pebblebrook Hotel Tr | P | 2016-10-12 | 2019-10-28 | $8,071 | $8,543 | -$472 | -$472 |
| 160 Pebblebrook Hotel Tr | P | 2016-06-02 | 2019-10-28 | $4,165 | $4,292 | -$127 | -$127 |
| 115 Ingredion Inc | P | 2018-11-19 | 2019-11-04 | $9,381 | $12,012 | -$2,631 | -$2,631 |
| 150 Ingredion Inc | P | 2013-08-01 | 2019-11-04 | $12,236 | $10,557 | $1,679 | $1,679 |
| 50 Ingredion Inc | P | 2013-08-29 | 2019-11-04 | $4,079 | $3,171 | $908 | $908 |
| 80 Ingredion Inc | P | 2019-06-06 | 2019-11-04 | $6,526 | $6,447 | $79 | $79 |
| 370 Portland Gen Elec | P | 2009-05-08 | 2019-01-10 | $16,716 | $6,974 | $9,742 | $9,742 |
| 42 Lancaster Colony Corp | P | 2010-09-29 | 2019-01-25 | $6,919 | $1,978 | $4,941 | $4,941 |
| 10 Marsh & McLennan Cos Inc | P | 2009-05-08 | 2019-03-07 | $893 | $202 | $691 | $691 |
| 750 SPDR S&P 500 ETF Tr | P | 2018-12-03 | 2019-01-04 | $188,123 | $209,458 | -$21,335 | -$21,335 |
| 10000 U S Tsy Notes | P | 2018-08-03 | 2018-12-04 | $9,894 | $9,911 | -$17 | -$17 |
| 65000 U S Tsy Notes | P | 2018-08-03 | 2019-08-31 | $65,000 | $65,000 | ||
| 50000 Consolidated Edison | P | 2014-08-26 | 2018-12-01 | $50,000 | $50,000 | ||
| 40000 Abbott Laboratories | P | 2016-11-21 | 2018-12-19 | $39,521 | $39,944 | -$423 | -$423 |
| 25000 Dow Chemical Bond | P | 2018-07-31 | 2018-12-30 | $25,515 | $25,520 | -$5 | -$5 |
| 50000 Novartis Securities | P | 2016-01-15 | 2019-02-10 | $50,000 | $50,000 | ||
| 50000 Bristol Myers Squibb | P | 2017-02-22 | 2019-02-27 | $50,000 | $50,000 | ||
| 25000 Atmos Energy Corp | P | 2015-08-28 | 2019-03-15 | $25,000 | $25,000 | ||
| 50000 Illinois Tool Works | P | 2015-05-28 | 2019-04-01 | $50,000 | $50,000 | ||
| 60000 International Bank | P | 2016-04-28 | 2019-04-26 | $60,000 | $60,000 | ||
| 50000 Oncor Electric | P | 2018-10-23 | 2019-06-01 | $50,000 | $50,000 | ||
| 50000 Ameriprise Finl Inc | P | 2016-05-03 | 2019-06-28 | $50,000 | $50,000 | ||
| 50000 Occidental Pete Corp | P | 2014-12-02 | 2019-08-01 | $50,000 | $50,000 | ||
| 40000 Dominion Energy | P | 2019-07-31 | 2019-11-15 | $40,000 | $40,002 | -$2 | -$2 |
| 50000 United Technologies | P | 2014-09-12 | 2019-11-15 | $50,000 | $50,000 | ||
| 5000 Florida Dev Fin Corp | P | 2017-04-21 | 2019-06-15 | $5,000 | $4,976 | $24 | $24 |
| 100000 Phoenix AZ Indl Dev | P | 2017-09-08 | 2019-11-12 | $100,890 | $100,946 | -$56 | -$56 |
| 20000 JP Mprgan Chase | P | 2016-04-26 | 2019-07-25 | $20,110 | $19,331 | $779 | $779 |
| 30000 JP Mprgan Chase | P | 2016-01-06 | 2019-07-25 | $30,165 | $28,735 | $1,430 | $1,430 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,282 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$93,211 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $323,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,121,443 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04543 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $317,065 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,863,096 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04620 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $326,222 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,507,916 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05013 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $325,137 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,625,283 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04908 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $312,771 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,685,655 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04678 | DistributionYr5Rt |
| Total Distribution | 0.237609 | TotalDistributionRt |
| Average Distribution | 0.047522 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,855,394 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $325,782 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,936 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $327,718 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $315,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,872 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,872 | SubtotalAmt |
| Tax Based On Investment Income | $3,872 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,168 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,168 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,296 | OverpaymentAmt |
| Applied To ES Tax | $4,296 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $6,691,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $268,327 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,959,791 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,959,791 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,855,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $342,770 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $342,770 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,872 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,872 | TotalTaxAmt |
| Distributable Before Adj | $338,898 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $338,898 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $338,898 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $315,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $315,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $315,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $338,898 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $317,065 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $317,065 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $315,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $315,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $23,398 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $23,398 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $293,667 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $293,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $293,667 | ExcessFromYear2Amt |
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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Legion | |||||||
| 201 SE Railroad Street | Fort Gibson | OK | 74434 | None | POF | Program Support | $20,000 |
| NSU Foundation | |||||||
| 601 N Grand Avenue | Tahlequah | OK | 74464 | None | 501(c)(3) | Program Support | $5,000 |
| Fort Gibson Education Foundation | |||||||
| 500 S Ross | Fort Gibson | OK | 74434 | None | 501(c)(3) | Program Support | $4,500 |
| CASAS POR CRISTO | |||||||
| PO Box 564 | Carthage | MO | 64836 | None | PubSchl | Program Support | $10,000 |
| Haitian Impact Christian Ministry | |||||||
| PO Box 564 | Carthage | MO | 64836 | None | 501(c)(3) | Program Support | $20,000 |
| K-2 Adventures Foundation | |||||||
| 20707 N Pima Road Suite L130 | Scottsdale | AZ | 85255 | None | Church | Program Support | $10,000 |
| Christian Parenting Ministries | |||||||
| 806 Janet Street | Tahleqah | OK | 74464 | None | 501(c)(3) | Program Support | $50,000 |
| ST Jude Research | |||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | None | 501(c)(3) | Program Support | $1,000 |
| Student Mobilization | |||||||
| P O Box 567 | Conway | AR | 72033 | N/A | 501(c)(3) | Program Support | $25,000 |
| Sun Devil Golf - AZ State Universit | |||||||
| PO Cox 872205 | Tempe | AZ | 85287 | None | 501(c)(3) | Program Support | $20,000 |
| Trinity Family Worship | |||||||
| 500 E Poplar | Fort Gibson | OK | 74434 | None | 501(c)(3) | Program Support | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $315,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,066 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $64,282 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $207,066 | ExclusionAmt |
| Related Or Exempt Function Incm | $64,282 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,348 | 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 | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,000 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fixed Income Portfolio-Corp | BondNm |
| EOY Book Value | $433,749 | EOYBookValueAmt |
| EOYFMV | $436,621 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equity Income Portfolio | $1,698,813 | $2,084,170 |
| Small Cap Portfolio | $1,442,126 | $2,810,950 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,339,895 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,398,333 | USGovtObligationsEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $74,690 | Amt |
| Net Investment Income | $74,690 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $74,690 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Massachusettes | CategoryTxt |
| Amt | $70 | Amt |
| Net Investment Income | $70 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $70 | AdjustedNetIncomeAmt |
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