BETA

FUGITT FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FUGITT FOUNDATION (EIN 20-1189418)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-30
IRS object ID
202011829349100011
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-30T11:28:33-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731377275PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DUNN & STONE CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14900 RICHMOND SQUARE STE 202AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73118ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201189418EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FUGITT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFUGIBusinessNameControlTxt
Phone9184293150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1226AddressLine1Txt
CityMCALESTERCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74502ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY FUGITTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9184293150PhoneNum
Signature2020-06-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRANDEL T DUNNPreparerPersonNm
PTINP00086350PTIN
Phone4058480684PhoneNum
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$5,680,042FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$133,363DividendsRevAndExpnssAmt
Dividends Net Invst Incm$133,363DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$79,174NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$730,433GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$79,174CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$310OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$310OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$212,847TotalRevAndExpnssAmt
Total Net Invst Incm$212,847TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,188AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,188AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,898OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,898OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,916TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,916TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,012TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,012TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$240,493ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$240,493ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$266,505TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,012TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$240,493TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$53,658ExcessRevenueOverExpensesAmt
Net Investment Income$186,835NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$108,004CashBOYAmt
Cash EOY$30,113CashEOYAmt
Cash EOYFMV$30,113CashEOYFMVAmt
Sav And Temp Cash Invst BOY$90,610SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$32,182SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$32,182SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$100,059USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,626,395CorporateStockBOYAmt
Corporate Stock EOY$3,740,594CorporateStockEOYAmt
Corporate Stock EOYFMV$4,606,361CorporateStockEOYFMVAmt
Corporate Bonds BOY$876,693CorporateBondsBOYAmt
Corporate Bonds EOY$882,596CorporateBondsEOYAmt
Corporate Bonds EOYFMV$910,968CorporateBondsEOYFMVAmt
Other Investments BOY$50,000OtherInvestmentsBOYAmt
Other Investments EOY$100,418OtherInvestmentsEOYAmt
Other Investments EOYFMV$100,418OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,851,761TotalAssetsBOYAmt
Total Assets EOY$4,785,903TotalAssetsEOYAmt
Total Assets EOYFMV$5,680,042TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,851,761RetainedEarningBOYAmt
Retained Earning EOY$4,785,903RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,851,761TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,785,903TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,851,761TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,785,903TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,851,761TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$53,658ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,798,103SubtotalAmt
Other Decreases$12,200OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,785,903TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM COVERED$470,157$437,354$32,803$32,803
LONG TERM COVERED$259,973$213,905$46,068$46,068
CAPITAL GAIN DISTRIBUTION$303$303$303
FieldValueIRS element (for citing)
Capital Gain Net Income$79,174CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$273,496AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,589,477NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048931DistributionYr1Rt
Adjusted Qlfy Distri Yr2$370,609AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,425,404NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.068310DistributionYr2Rt
Adjusted Qlfy Distri Yr3$217,659AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,144,477NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042309DistributionYr3Rt
Adjusted Qlfy Distri Yr4$342,507AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,127,822NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.066794DistributionYr4Rt
Adjusted Qlfy Distri Yr5$197,836AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,420,537NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.036497DistributionYr5Rt
Total Distribution0.262841TotalDistributionRt
Average Distribution0.052568AverageDistributionRt
Net Vl Noncharitable Assets$5,398,273NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$283,776AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,868NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$285,644AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$240,493QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,737InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,737SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,737TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,320EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,320TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,583OverpaymentAmt
Applied To ES Tax$3,583AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGARY FUGITTIndividualWithBooksNm
Phone9184293150PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1226AddressLine1Txt
CityMCALESTERCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74502ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
GARY FUGITT
PO BOX 1226MCALESTEROK74502TRUSTEE, PRESIDENT2.00$0$0$0
RUYANA FUGITT
PO BOX 1226MCALESTEROK74502TRUSTEE, VICE PRESIDENT2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,343,317AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$137,163AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,480,480TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,480,480AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$82,207CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,398,273NetVlNoncharitableAssetsAmt
Minimum Investment Return$269,914MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$269,914MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,737TaxBasedOnInvestmentIncomeAmt
Total Tax$3,737TotalTaxAmt
Distributable Before Adj$266,177DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$266,177DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$266,177DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$240,493ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$240,493QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$240,493AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$266,177DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$103,121ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,648ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$111,769TotalExcessDistributionCyovAmt
Qualifying Distributions$240,493QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$240,493AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$25,684ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$25,684ExcessDistributionCyovAppCYAmt
Total Corpus$86,085TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$86,085ExcessDistriCyovToNextYrAmt
Excess From Year2$77,437ExcessFromYear2Amt
Excess From Year1$8,648ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGARY FUGITTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF MCALESTER
305 EAST CHADICKMCALESTEROK74501NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$25,000
CENTRAL OKLAHOMA HABITAT FOR HUMANITY
1558 S MAINMCALESTEROK74501NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$5,000
HOPE HOUSE OF MCALESTER INC
PO BOX 3041MCALESTEROK74502NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$5,000
KINGS HOUSE
124 V HUBERT SMITH DRIVEMCALESTEROK74501NONEPCRELIGIOUS - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$154,993
MCALESTER CHAMBER OF COMMERCE
216 E CHOCTAW AVEMCALESTEROK74501NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$1,000
MCALESTER MAIN STREET ASSOCIATION
119 E CHOCTAW AVE 104MCALESTEROK74501NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$22,500
MCALESTER PUBLIC SCHOOLS FOUNDATION
200 EAST ADAMSMCALESTEROK74501NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$3,000
MRMC FOUNDATION
1833 7TH STREETBAY CITYTX77414NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$7,500
PARKINSON FOUNDATION OF OKLAHOMA
720 W WILSHIRE BLVD 109OKLAHOMA CITYOK74502NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$5,000
PRIDE IN MCALESTER
119 E CHOCTAW AVE 102MCALESTEROK74502NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$1,000
ST JUDE'S CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$500
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304NONEPCRELIGIOUS - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$240,493TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$133,363ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$310ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$79,174ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$212,847ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$212,847TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,188Amt
Net Investment Income$5,188NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE BONDS$484,947$497,701
BOND FUNDS$397,649$413,267

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK$172,530$205,800
STOCK FUNDS$455,774$657,701
EQUITY ETPS$2,295,469$2,889,678
FIXED INCOME ETPS$816,821$853,182

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CERTIFICATES OF DEPOSITAT COST$99,967$99,967
INCOME IN TRANSITAT COST$451$451

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPAYMENTS OF FEDERAL TAXESDesc
Amt$12,200Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$10NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$310RevenueAndExpensesPerBooksAmt
Net Investment Income$310NetInvestmentIncomeAmt
Adjusted Net Income$310AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$18,898Amt
Net Investment Income$18,898NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,916Amt
Net Investment Income$1,916NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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