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MUNCRIEF FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MUNCRIEF FAMILY FOUNDATION (EIN 46-1611054)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-10
IRS object ID
202001929349101600
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-10T15:42:28-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-06-29SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERICA SHALOYPreparerPersonNm
PTINP00857247PTIN
Phone5802274709PhoneNum
Preparation2020-06-29PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,328,442FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$297,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$788InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$788InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$297,788TotalRevAndExpnssAmt
Total Net Invst Incm$788TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,025AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$65TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,090TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,090TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$231,698ExcessRevenueOverExpensesAmt
Net Investment Income$788NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$419,940CashBOYAmt
Cash EOY$352,902CashEOYAmt
Cash EOYFMV$352,902CashEOYFMVAmt
Corporate Stock BOY$591,190CorporateStockBOYAmt
Corporate Stock EOY$888,190CorporateStockEOYAmt
Corporate Stock EOYFMV$975,540CorporateStockEOYFMVAmt
Total Assets BOY$1,011,130TotalAssetsBOYAmt
Total Assets EOY$1,241,092TotalAssetsEOYAmt
Total Assets EOYFMV$1,328,442TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,011,130NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,241,092NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,011,130TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,241,092TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,011,130TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,241,092TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,011,130TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$231,698ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$1,242,829SubtotalAmt
Other Decreases$1,737OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,241,092TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$72,636AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$804,963NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.090235DistributionYr1Rt
Adjusted Qlfy Distri Yr2$58,955AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$750,118NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.078594DistributionYr2Rt
Adjusted Qlfy Distri Yr3$50,385AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$616,033NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.081789DistributionYr3Rt
Adjusted Qlfy Distri Yr4$46,450AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$440,286NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.105500DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,010AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$367,725NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070732DistributionYr5Rt
Total Distribution0.426850TotalDistributionRt
Average Distribution0.085370AverageDistributionRt
Net Vl Noncharitable Assets$1,090,756NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$93,118AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$93,126AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16InvestmentIncomeExciseTaxAmt
Subtotal$16SubtotalAmt
Tax Based On Investment Income$16TaxBasedOnInvestmentIncomeAmt
Tax Due$16TaxDueAmt

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$720,445AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$386,921AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,107,366TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,107,366AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,610CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,090,756NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,538MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,538MinimumInvestmentReturnAmt
Tax Based On Investment Income$16TaxBasedOnInvestmentIncomeAmt
Total Tax$16TotalTaxAmt
Distributable Before Adj$54,522DistributableBeforeAdjAmt
Distributable Before Ded$54,522DistributableBeforeDedAmt
Distributable As Adjusted$54,522DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,000ExpensesAndContributionsAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$65,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,522DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$7,680ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$24,436ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$19,599ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,979ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$34,116ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$107,810TotalExcessDistributionCyovAmt
Qualifying Distributions$65,000QualifyingDistributionsAmt
Applied To Current Year$54,522AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,478RemainingDistriFromCorpusAmt
Total Corpus$118,288TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$7,680ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$110,608ExcessDistriCyovToNextYrAmt
Excess From Year4$24,436ExcessFromYear4Amt
Excess From Year3$19,599ExcessFromYear3Amt
Excess From Year2$21,979ExcessFromYear2Amt
Excess From Year1$34,116ExcessFromYear1Amt
Excess From Current Year$10,478ExcessFromCurrentYearAmt

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$51,000
NATIONAL MULTIPLE SCLEROSIS
8111 N STADIUM DRIVEHOUSTONTX77054UNRESTRICTED GIFT FOR OPERATING EXP$6,000SUITE 100
DUKE ANGELS AMONG US
DUMC BOX 3624DURHAMNC27710UNRESTRICTED GIFT FOR OPERATING EXP$5,000
AWARE ALZHEIMER'S ASSOCIATION
6601 BROADWAY EXTOKLAHOMA CITYOK73116ALZHEIMER'S RESEARCH AND AWARENESS$1,000SUITE 120
CHI OMEGA FOUNDATION
3395 PLAYERS CLUB PARKWAYMEMPHISTN38125LEADERSHIP, DEVELOPMENT OF WOMEN$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$788ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$788ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$788TotalIncomeProducingActyAmt

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$297,000TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyWPX ENERGY STOCK 30000 SHSNoncashPropertyDesc
Fair Market Value$297,000FairMarketValueAmt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,025Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CONTINENTAL RESOURCES
WPX ENERGY$888,190$975,540
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$1,737Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$1Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$65Amt

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