YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG FAMILY FOUNDATION (EIN 04-3525914)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-05-31
- IRS object ID
- 201901519349100600
- Schema version
- 2017v2.2
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-31T06:34:14-07:00 | ReturnTs |
| Tax Period End | 2018-11-30 | 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 | 2017-12-01 | 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 | 2019-05-31 | 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 | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,062,892 | 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 | $183,765 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $183,765 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $183,765 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $266,002 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,979,275 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $266,002 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $449,767 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $449,767 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $183,765 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,500 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $55,590 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,590 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $55,590 | 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 | $58,160 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $58,160 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $323,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $323,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $381,660 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $58,160 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $323,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $391,607 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $125,605 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $83,959 | CashBOYAmt |
| Cash EOY | $372,951 | CashEOYAmt |
| Cash EOYFMV | $506,451 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,961,824 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,964,827 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,420,233 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,347,718 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,123,830 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,136,208 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,393,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,461,608 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,062,892 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,393,501 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,461,608 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,393,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,461,608 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,393,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,461,608 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,393,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,107 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,461,608 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,461,608 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (222 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 15000 Brown Forman Corp | P | 2016-05-13 | 2018-01-15 | $15,000 | $15,000 | ||
| 45000 Brown Forman Corp | P | 2019-03-08 | 2018-01-15 | $45,000 | $45,000 | ||
| 50000 Norsk Hydro A S | P | 2014-09-29 | 2018-01-15 | $50,000 | $50,000 | ||
| 50000 Enterprise Prods Oper LP | P | 2013-06-04 | 2018-03-05 | $50,000 | $57,585 | -$7,585 | -$7,585 |
| 52000 John Deere Cap Corp | P | 2016-05-23 | 2018-04-03 | $52,000 | $52,000 | ||
| 50000 GTE Corp | P | 2014-03-26 | 2018-04-15 | $50,000 | $50,000 | ||
| 10000 GTE Corp | P | 2016-05-10 | 2018-04-15 | $10,000 | $10,000 | ||
| 50000 Southern Calif Gas Co | P | 2015-05-26 | 2018-04-15 | $50,000 | $50,000 | ||
| 50000 Consumer Energy Co | P | 2014-12-04 | 2018-05-18 | $50,516 | $50,623 | -$107 | -$107 |
| 50000 Public Service Co Colo | P | 2014-05-28 | 2018-08-01 | $50,000 | $50,000 | ||
| 50000 International Business Mach | P | 2014-07-02 | 2018-10-15 | $50,000 | $50,000 | ||
| 60000 Natl Rural Utils Coop Fin | P | 2014-05-21 | 2018-11-01 | $60,000 | $60,000 | ||
| 50000 Atlantic City Elec Co | P | 2015-08-12 | 2018-11-15 | $50,000 | $50,000 | ||
| 60000 Duke Energy Carolinas LLC | P | 2014-02-21 | 2018-11-15 | $60,000 | $60,000 | ||
| 50000 General Electric Co | P | 2016-04-28 | 2018-10-17 | $47,015 | $50,000 | -$2,985 | -$2,985 |
| 114 National Instrs Corp | P | 2015-03-24 | 2017-12-12 | $4,792 | $3,730 | $1,062 | $1,062 |
| 176 National Instrs Corp | P | 2015-03-23 | 2017-12-12 | $7,399 | $5,749 | $1,650 | $1,650 |
| 240 General Electric | P | 2017-08-14 | 2017-12-15 | $4,252 | $6,112 | -$1,860 | -$1,860 |
| 240 General Electric | P | 2015-10-15 | 2017-12-15 | $4,252 | $6,737 | -$2,485 | -$2,485 |
| 170 General Electric | P | 2012-09-19 | 2017-12-15 | $3,012 | $3,809 | -$797 | -$797 |
| 280 General Electric | P | 2012-12-20 | 2017-12-15 | $4,961 | $5,918 | -$957 | -$957 |
| 920 General Electric | P | 2012-08-21 | 2017-12-15 | $16,301 | $19,266 | -$2,965 | -$2,965 |
| 15 Blackrock Inc | P | 2012-05-25 | 2018-01-23 | $8,822 | $2,576 | $6,246 | $6,246 |
| 40 Boeing Co | P | 2017-01-19 | 2018-01-23 | $13,439 | $6,370 | $7,069 | $7,069 |
| 80 Broadridge Finl Solutions Inc | P | 2014-12-12 | 2018-01-23 | $7,728 | $3,545 | $4,183 | $4,183 |
| 20 EOG Res Inc | P | 2013-05-15 | 2018-01-23 | $2,353 | $1,356 | $997 | $997 |
| 70 EOG Res Inc | P | 2012-06-29 | 2018-01-23 | $8,237 | $3,139 | $5,098 | $5,098 |
| 120 Texas Instruments | P | 2013-02-05 | 2018-01-24 | $13,262 | $4,062 | $9,200 | $9,200 |
| 160 Texas Instruments | P | 2011-08-31 | 2018-01-24 | $17,683 | $4,211 | $13,472 | $13,472 |
| 12 Blackrock Inc | P | 2012-05-25 | 2018-04-11 | $6,303 | $2,061 | $4,242 | $4,242 |
| 45 Stryker Corp | P | 2011-01-27 | 2018-04-11 | $7,122 | $2,623 | $4,499 | $4,499 |
| 45 Broadridge Finl Solutions Inc | P | 2014-12-12 | 2018-04-11 | $4,823 | $1,994 | $2,829 | $2,829 |
| 25 Broadridge Finl Solutions Inc | P | 2014-02-15 | 2018-04-11 | $2,679 | $1,102 | $1,577 | $1,577 |
| 90 Texas Instruments | P | 2011-08-31 | 2018-04-19 | $9,106 | $2,369 | $6,737 | $6,737 |
| 110 McGrath RentCorp | P | 2017-05-09 | 2018-05-21 | $7,016 | $4,043 | $2,973 | $2,973 |
| 31 McGrath RentCorp | P | 2017-03-13 | 2018-05-21 | $1,977 | $1,057 | $920 | $920 |
| 39 McGrath RentCorp | P | 2017-03-10 | 2018-05-21 | $2,487 | $1,307 | $1,180 | $1,180 |
| 80 Tiffany & Co New Com | P | 2016-07-26 | 2018-05-24 | $9,884 | $5,067 | $4,817 | $4,817 |
| 10 Tiffany & Co New Com | P | 2016-08-03 | 2018-05-24 | $1,236 | $616 | $620 | $620 |
| 30 McGrath RentCorp | P | 2017-03-10 | 2018-06-18 | $1,931 | $1,005 | $926 | $926 |
| 170 McGrath RentCorp | P | 2016-07-11 | 2018-06-18 | $10,940 | $5,333 | $5,607 | $5,607 |
| 60 Tiffany & Co New Com | P | 2016-08-03 | 2018-07-03 | $7,906 | $3,697 | $4,209 | $4,209 |
| 60 Tiffany & Co New Com | P | 2012-07-19 | 2018-07-03 | $7,906 | $3,431 | $4,475 | $4,475 |
| 40 Tiffany & Co New Com | P | 2012-07-19 | 2018-07-30 | $5,432 | $2,288 | $3,144 | $3,144 |
| 50 Broadridge Finl Solutions Inc | P | 2014-12-15 | 2018-07-30 | $5,671 | $2,204 | $3,467 | $3,467 |
| 120 McGrath RentCorp | P | 2016-07-11 | 2018-07-31 | $6,955 | $3,764 | $3,191 | $3,191 |
| 50 Broadridge Finl Solutions Inc | P | 2014-12-15 | 2018-08-09 | $6,487 | $2,204 | $4,283 | $4,283 |
| 220 Tiffany & Co New Com | P | 2012-07-19 | 2018-08-22 | $28,531 | $12,581 | $15,950 | $15,950 |
| 160 Broadridge Finl Solutions Inc | P | 2014-12-15 | 2018-10-01 | $20,832 | $7,053 | $13,779 | $13,779 |
| 220 Abbott Laboratories | P | 2016-11-16 | 2018-10-03 | $15,878 | $8,835 | $7,043 | $7,043 |
| 70 Abbott Laboratories | P | 2016-02-02 | 2018-10-03 | $5,052 | $2,671 | $2,381 | $2,381 |
| 130 Pfizer | P | 2016-08-03 | 2018-10-31 | $5,624 | $4,609 | $1,015 | $1,015 |
| 130 Pfizer | P | 2016-04-19 | 2018-10-31 | $5,624 | $4,288 | $1,336 | $1,336 |
| 60 Pfizer | P | 2016-12-14 | 2018-10-31 | $2,596 | $1,977 | $619 | $619 |
| 270 Douglas Dynamics Inc Com | P | 2011-05-19 | 2018-11-01 | $11,879 | $4,105 | $7,774 | $7,774 |
| 230 National Instrs Corp | P | 2015-03-23 | 2018-11-21 | $10,842 | $7,513 | $3,329 | $3,329 |
| 150 National Instrs Corp | P | 2015-07-31 | 2018-11-21 | $7,071 | $4,378 | $2,693 | $2,693 |
| 55 National Instrs Corp | P | 2016-11-10 | 2018-11-21 | $2,593 | $1,574 | $1,019 | $1,019 |
| 130 Halliburton Co | P | 2017-01-24 | 2018-11-30 | $4,058 | $7,377 | -$3,319 | -$3,319 |
| 140 Halliburton Co | P | 2017-02-09 | 2018-11-30 | $4,371 | $7,939 | -$3,568 | -$3,568 |
| 110 Halliburton Co | P | 2016-12-13 | 2018-11-30 | $3,434 | $6,102 | -$2,668 | -$2,668 |
| 140 General Mls Inc | P | 2017-12-20 | 2018-11-30 | $5,898 | $8,115 | -$2,217 | -$2,217 |
| 190 General Mls Inc | P | 2018-09-13 | 2018-11-30 | $8,004 | $9,069 | -$1,065 | -$1,065 |
| 170 General Mls Inc | P | 2018-07-30 | 2018-11-30 | $7,162 | $7,767 | -$605 | -$605 |
| 290 General Mls Inc | P | 2018-10-30 | 2018-11-30 | $12,217 | $13,175 | -$958 | -$958 |
| 960 General Mls Inc | P | 2017-10-09 | 2018-11-30 | $40,443 | $49,585 | -$9,142 | -$9,142 |
| 870 Leggett & Platt | P | 2018-03-12 | 2018-11-30 | $33,708 | $40,700 | -$6,992 | -$6,992 |
| 170 Leggett & Platt | P | 2018-09-13 | 2018-11-30 | $6,587 | $7,885 | -$1,298 | -$1,298 |
| 150 Leggett & Platt | P | 2018-07-30 | 2018-11-30 | $5,812 | $6,590 | -$778 | -$778 |
| 130 Leggett & Platt | P | 2018-04-27 | 2018-11-30 | $5,037 | $5,492 | -$455 | -$455 |
| 1250 Williams Cos Inc | P | 2018-01-23 | 2018-11-30 | $31,644 | $41,520 | -$9,876 | -$9,876 |
| 230 Williams Cos Inc | P | 2018-07-30 | 2018-11-30 | $5,823 | $6,779 | -$956 | -$956 |
| 310 Williams Cos Inc | P | 2018-05-07 | 2018-11-30 | $7,848 | $8,289 | -$441 | -$441 |
| 360 Williams Cos Inc | P | 2018-11-01 | 2018-11-30 | $9,113 | $9,159 | -$46 | -$46 |
| 190 Marsh & McLennan Cos Inc | P | 2009-05-08 | 2017-12-13 | $15,888 | $3,834 | $12,054 | $12,054 |
| 110 Marsh & McLennan Cos Inc | P | 2009-05-08 | 2017-12-20 | $9,074 | $2,220 | $6,854 | $6,854 |
| 80 Deluxe Corp Com | P | 2010-03-12 | 2018-01-23 | $6,185 | $1,526 | $4,659 | $4,659 |
| 320 Deluxe Corp Com | P | 2010-03-12 | 2018-04-10 | $23,869 | $6,104 | $17,765 | $17,765 |
| 180 Portland Gen Elec | P | 2009-05-08 | 2018-04-20 | $7,950 | $3,393 | $4,557 | $4,557 |
| 25 Lancaster Colony Corp | P | 2010-09-29 | 2018-09-25 | $3,746 | $1,177 | $2,569 | $2,569 |
| 520 Halliburton Co | P | 2009-05-08 | 2018-11-30 | $16,234 | $12,059 | $4,175 | $4,175 |
| 130 SPDR S&P 500 ETF Tr | P | 2017-12-18 | 2018-10-17 | $36,495 | $34,898 | $1,597 | $1,597 |
| 40 MKS Instrument Inc | P | 2012-01-12 | 2017-12-08 | $3,808 | $1,164 | $2,644 | $2,644 |
| 140 Entegris Inc | P | 2012-11-23 | 2017-12-08 | $4,154 | $1,216 | $2,938 | $2,938 |
| 70 Ingevity Corp | P | 2016-07-14 | 2017-12-08 | $5,308 | $2,737 | $2,571 | $2,571 |
| 50 Columbia Sportswear | P | 2016-12-07 | 2017-12-11 | $3,425 | $3,027 | $398 | $398 |
| 20 Columbia Sportswear | P | 2016-10-13 | 2017-12-11 | $1,370 | $1,206 | $164 | $164 |
| 40 Emcor Group Inc | P | 2011-08-26 | 2018-01-02 | $3,255 | $891 | $2,364 | $2,364 |
| 130 Entegris Inc | P | 2012-11-23 | 2018-01-03 | $4,091 | $1,129 | $2,962 | $2,962 |
| 30 Columbia Sportswear | P | 2016-10-13 | 2018-01-03 | $2,170 | $1,809 | $361 | $361 |
| 30 Columbia Sportswear | P | 2016-06-20 | 2018-01-03 | $2,170 | $1,772 | $398 | $398 |
| 60 Ingevity Corp | P | 2016-12-16 | 2018-01-03 | $4,221 | $3,266 | $955 | $955 |
| 10 Columbia Sportswear | P | 2016-06-20 | 2018-01-19 | $733 | $591 | $142 | $142 |
| 60 Columbia Sportswear | P | 2016-12-30 | 2018-01-19 | $4,399 | $3,514 | $885 | $885 |
| 20 Columbia Sportswear | P | 2016-01-25 | 2018-01-19 | $1,466 | $992 | $474 | $474 |
| 70 Columbia Sportswear | P | 2016-01-25 | 2018-01-26 | $5,222 | $3,472 | $1,750 | $1,750 |
| 60 Insperity Inc | P | 2017-10-13 | 2018-01-31 | $3,672 | $2,793 | $879 | $879 |
| 90 Altra Indl Motion Corp | P | 2016-10-05 | 2018-01-31 | $4,710 | $2,690 | $2,020 | $2,020 |
| 110 Entegris Inc | P | 2017-01-03 | 2018-02-01 | $3,617 | $1,982 | $1,635 | $1,635 |
| 20 ICU Med Inc | P | 2011-04-15 | 2018-02-01 | $4,561 | $890 | $3,671 | $3,671 |
| 10 Ingevity Corp | P | 2016-12-16 | 2018-02-01 | $725 | $544 | $181 | $181 |
| 40 Ingevity Corp | P | 2016-07-14 | 2018-02-01 | $2,900 | $1,564 | $1,336 | $1,336 |
| 160 Netgear Inc | P | 2017-02-24 | 2018-02-07 | $9,487 | $8,945 | $542 | $542 |
| 40 Lithia Mtrs Inc | P | 2012-10-10 | 2018-02-14 | $4,458 | $1,433 | $3,025 | $3,025 |
| 30 Lithia Mtrs Inc | P | 2012-10-31 | 2018-02-14 | $3,343 | $1,030 | $2,313 | $2,313 |
| 50 MKS Instrument Inc | P | 2012-01-12 | 2018-02-22 | $5,585 | $1,455 | $4,130 | $4,130 |
| 330 Netgear Inc | P | 2017-02-24 | 2018-03-02 | $18,135 | $18,449 | -$314 | -$314 |
| 100 Entegris Inc | P | 2017-01-03 | 2018-03-28 | $3,414 | $1,802 | $1,612 | $1,612 |
| 50 MKS Instrument Inc | P | 2012-01-12 | 2018-03-28 | $5,562 | $1,455 | $4,107 | $4,107 |
| 20 ICU Med Inc | P | 2011-04-15 | 2018-04-04 | $4,912 | $890 | $4,022 | $4,022 |
| 40 Columbia Sportswear | P | 2016-01-25 | 2018-04-04 | $3,067 | $1,984 | $1,083 | $1,083 |
| 40 MKS Instrument Inc | P | 2012-01-12 | 2018-04-04 | $4,420 | $1,164 | $3,256 | $3,256 |
| 30 Emcor Group Inc | P | 2011-08-26 | 2018-04-04 | $2,322 | $668 | $1,654 | $1,654 |
| 60 Insperity Inc | P | 2017-10-13 | 2018-04-04 | $4,125 | $2,793 | $1,332 | $1,332 |
| 100 AMN Healthcare Services | P | 2016-12-14 | 2018-04-05 | $5,861 | $3,940 | $1,921 | $1,921 |
| 60 Murphy USA | P | 2017-05-03 | 2018-04-13 | $3,800 | $3,968 | -$168 | -$168 |
| 90 Murphy USA | P | 2017-03-23 | 2018-04-13 | $5,700 | $6,362 | -$662 | -$662 |
| 60 Columbia Sportswear | P | 2016-01-25 | 2018-04-13 | $4,788 | $2,976 | $1,812 | $1,812 |
| 50 MKS Instrument Inc | P | 2012-01-12 | 2018-04-19 | $5,332 | $1,455 | $3,877 | $3,877 |
| 50 Entegris Inc | P | 2017-01-03 | 2018-04-19 | $1,722 | $901 | $821 | $821 |
| 40 Entegris Inc | P | 2012-11-23 | 2018-04-19 | $1,378 | $347 | $1,031 | $1,031 |
| 90 AMN Healthcare Services | P | 2016-12-14 | 2018-04-27 | $5,969 | $3,546 | $2,423 | $2,423 |
| 120 AMN Healthcare Services | P | 2016-12-14 | 2018-05-02 | $8,032 | $4,728 | $3,304 | $3,304 |
| 50 Columbia Sportswear | P | 2016-01-25 | 2018-05-02 | $4,117 | $2,480 | $1,637 | $1,637 |
| 20 Lithia Mtrs Inc | P | 2012-10-31 | 2018-05-02 | $1,914 | $687 | $1,227 | $1,227 |
| 90 MA Com Tech Solns | P | 2016-12-07 | 2018-05-02 | $1,842 | $4,730 | -$2,888 | -$2,888 |
| 20 MA Com Tech Solns | P | 2017-04-26 | 2018-05-02 | $409 | $1,006 | -$597 | -$597 |
| 90 Horace Mann Educators Corp | P | 2011-05-04 | 2018-05-03 | $3,652 | $1,583 | $2,069 | $2,069 |
| 140 Netscout Sys Inc | P | 2017-11-22 | 2018-05-03 | $3,672 | $4,354 | -$682 | -$682 |
| 73 Netscout Sys Inc | P | 2015-08-21 | 2018-05-03 | $1,915 | $2,838 | -$923 | -$923 |
| 67 Netscout Sys Inc | P | 2015-08-25 | 2018-05-03 | $1,757 | $2,540 | -$783 | -$783 |
| 50 Insperity Inc | P | 2017-10-13 | 2018-05-08 | $4,189 | $2,327 | $1,862 | $1,862 |
| 40 Columbia Sportswear | P | 2016-01-25 | 2018-05-08 | $3,284 | $1,984 | $1,300 | $1,300 |
| 60 Columbia Sportswear | P | 2016-01-25 | 2018-05-21 | $5,156 | $2,976 | $2,180 | $2,180 |
| 90 Insperity Inc | P | 2017-10-13 | 2018-05-22 | $7,909 | $4,189 | $3,720 | $3,720 |
| 15 ICU Med Inc | P | 2011-04-15 | 2018-05-24 | $4,102 | $667 | $3,435 | $3,435 |
| 50 MKS Instrument Inc | P | 2012-01-12 | 2018-05-24 | $5,650 | $1,455 | $4,195 | $4,195 |
| 120 Entegris Inc | P | 2012-11-23 | 2018-05-25 | $4,163 | $1,042 | $3,121 | $3,121 |
| 320 Quanex Building Products Corp | P | 2015-12-18 | 2018-05-30 | $5,413 | $6,364 | -$951 | -$951 |
| 100 Columbia Sportswear | P | 2016-01-25 | 2018-06-13 | $9,161 | $4,961 | $4,200 | $4,200 |
| 60 Columbia Sportswear | P | 2017-09-29 | 2018-06-13 | $5,497 | $3,704 | $1,793 | $1,793 |
| 60 Insperity Inc | P | 2017-10-13 | 2018-07-06 | $5,767 | $2,793 | $2,974 | $2,974 |
| 50 Insperity Inc | P | 2017-10-13 | 2018-07-11 | $4,643 | $2,327 | $2,316 | $2,316 |
| 110 Entegris Inc | P | 2012-11-23 | 2018-07-11 | $3,726 | $955 | $2,771 | $2,771 |
| 25 ICU Med Inc | P | 2011-06-30 | 2018-07-12 | $7,285 | $1,095 | $6,190 | $6,190 |
| 40 Emcor Group Inc | P | 2011-08-26 | 2018-07-12 | $3,050 | $891 | $2,159 | $2,159 |
| 30 Insperity Inc | P | 2017-10-13 | 2018-07-19 | $2,935 | $1,396 | $1,539 | $1,539 |
| 70 Ingevity Corp | P | 2016-07-14 | 2018-07-20 | $6,254 | $2,737 | $3,517 | $3,517 |
| 10 ICU Med Inc | P | 2011-06-30 | 2018-07-27 | $2,843 | $438 | $2,405 | $2,405 |
| 90 Netscout Sys Inc | P | 2015-08-25 | 2018-07-30 | $2,703 | $3,753 | -$1,050 | -$1,050 |
| 191 Netscout Sys Inc | P | 2015-08-24 | 2018-07-30 | $5,215 | $7,209 | -$1,994 | -$1,994 |
| 66 Netscout Sys Inc | P | 2016-04-11 | 2018-07-30 | $1,802 | $1,531 | $271 | $271 |
| 74 Netscout Sys Inc | P | 2016-04-08 | 2018-07-30 | $2,020 | $1,700 | $320 | $320 |
| 98 Netscout Sys Inc | P | 2016-03-17 | 2018-07-30 | $2,676 | $2,073 | $603 | $603 |
| 52 Netscout Sys Inc | P | 2016-03-16 | 2018-07-30 | $1,420 | $1,069 | $351 | $351 |
| 50 Insperity Inc | P | 2017-10-13 | 2018-07-31 | $4,734 | $2,327 | $2,407 | $2,407 |
| 50 Insperity Inc | P | 2017-10-13 | 2018-08-02 | $5,067 | $2,327 | $2,740 | $2,740 |
| 70 Insperity Inc | P | 2017-10-13 | 2018-08-07 | $7,510 | $3,258 | $4,252 | $4,252 |
| 17 ICU Med Inc | P | 2011-06-30 | 2018-08-22 | $5,108 | $745 | $4,363 | $4,363 |
| 70 Insperity Inc | P | 2017-10-13 | 2018-08-23 | $7,984 | $3,258 | $4,726 | $4,726 |
| 305 Quanex Building Products Corp | P | 2015-12-18 | 2018-09-05 | $4,933 | $6,066 | -$1,133 | -$1,133 |
| 35 Quanex Building Products Corp | P | 2016-04-20 | 2018-09-05 | $566 | $673 | -$107 | -$107 |
| 130 Quanex Building Products Corp | P | 2016-07-05 | 2018-09-05 | $2,103 | $2,480 | -$377 | -$377 |
| 100 Quanex Building Products Corp | P | 2016-02-26 | 2018-09-05 | $1,617 | $1,779 | -$162 | -$162 |
| 80 Quanex Building Products Corp | P | 2016-03-08 | 2018-09-05 | $1,294 | $1,369 | -$75 | -$75 |
| 47 US Ecology Inc | P | 2011-03-21 | 2018-09-13 | $3,483 | $819 | $2,664 | $2,664 |
| 40 Ingevity Corp | P | 2016-07-14 | 2018-09-25 | $4,122 | $1,564 | $2,558 | $2,558 |
| 12 ICU Med Inc | P | 2011-06-30 | 2018-09-26 | $3,340 | $526 | $2,814 | $2,814 |
| 100 Gibraltar Inds Inc | P | 2018-01-30 | 2018-09-26 | $4,563 | $3,732 | $831 | $831 |
| 35 Rogers Corp | P | 2017-04-20 | 2018-09-26 | $5,380 | $2,978 | $2,402 | $2,402 |
| 50 Ingevity Corp | P | 2016-07-14 | 2018-09-26 | $5,139 | $1,955 | $3,184 | $3,184 |
| 80 Semtech Corp | P | 2018-08-21 | 2018-09-27 | $4,434 | $4,028 | $406 | $406 |
| 10 Semtech Corp | P | 2018-04-09 | 2018-09-27 | $554 | $410 | $144 | $144 |
| 30 Standex Intl Corp | P | 2015-03-11 | 2018-09-27 | $3,129 | $2,223 | $906 | $906 |
| 10 Standex Intl Corp | P | 2014-04-30 | 2018-09-27 | $1,043 | $581 | $462 | $462 |
| 48 Ingevity Corp | P | 2016-07-14 | 2018-10-10 | $4,183 | $1,876 | $2,307 | $2,307 |
| 130 Forum Energy Tech Inc | P | 2017-06-12 | 2018-10-11 | $1,253 | $2,244 | -$991 | -$991 |
| 120 Forum Energy Tech Inc | P | 2017-06-05 | 2018-10-11 | $1,157 | $2,042 | -$885 | -$885 |
| 110 Forum Energy Tech Inc | P | 2016-02-05 | 2018-10-11 | $1,060 | $1,180 | -$120 | -$120 |
| 37 Ingevity Corp | P | 2016-07-14 | 2018-10-11 | $3,130 | $1,446 | $1,684 | $1,684 |
| 90 MA Com Tech Solns | P | 2017-04-26 | 2018-10-15 | $1,399 | $4,526 | -$3,127 | -$3,127 |
| 100 MA Com Tech Solns | P | 2016-12-30 | 2018-10-15 | $1,555 | $4,660 | -$3,105 | -$3,105 |
| 60 MA Com Tech Solns | P | 2013-02-19 | 2018-10-15 | $933 | $993 | -$60 | -$60 |
| 50 Circor Intl Inc | P | 2018-03-29 | 2018-10-18 | $1,901 | $2,153 | -$252 | -$252 |
| 50 Circor Intl Inc | P | 2016-02-08 | 2018-10-18 | $1,901 | $1,808 | $93 | $93 |
| 110 FCB Financial Holdings | P | 2017-11-30 | 2018-10-25 | $4,251 | $5,865 | -$1,614 | -$1,614 |
| 90 FCB Financial Holdings | P | 2017-04-26 | 2018-10-25 | $3,478 | $4,424 | -$946 | -$946 |
| 20 FCB Financial Holdings | P | 2016-12-23 | 2018-10-25 | $773 | $961 | -$188 | -$188 |
| 186 MA Com Tech Solns | P | 2013-02-19 | 2018-10-25 | $2,660 | $3,078 | -$418 | -$418 |
| 194 MA Com Tech Solns | P | 2013-07-25 | 2018-10-25 | $2,774 | $3,106 | -$332 | -$332 |
| 140 Wolverine World Wide Inc | P | 2016-12-07 | 2018-10-26 | $4,641 | $3,415 | $1,226 | $1,226 |
| 30 Wolverine World Wide Inc | P | 2016-12-30 | 2018-10-26 | $995 | $663 | $332 | $332 |
| 540 Forum Energy Tech Inc | P | 2016-02-05 | 2018-10-26 | $4,578 | $5,793 | -$1,215 | -$1,215 |
| 160 Circor Intl Inc | P | 2016-02-08 | 2018-10-30 | $5,021 | $5,786 | -$765 | -$765 |
| 540 Forum Energy Tech Inc | P | 2016-02-05 | 2018-11-05 | $4,604 | $5,793 | -$1,189 | -$1,189 |
| 46 MA Com Tech Solns | P | 2013-07-25 | 2018-11-05 | $726 | $736 | -$10 | -$10 |
| 174 MA Com Tech Solns | P | 2013-01-24 | 2018-11-05 | $2,746 | $2,763 | -$17 | -$17 |
| 150 MA Com Tech Solns | P | 2013-05-02 | 2018-11-05 | $2,367 | $2,076 | $291 | $291 |
| 150 Circor Intl Inc | P | 2016-02-08 | 2018-11-06 | $5,145 | $5,425 | -$280 | -$280 |
| 760 Stoneridge Inc | P | 2018-06-26 | 2018-11-30 | $20,086 | $28,192 | -$8,106 | -$8,106 |
| 230 Visteon Corp | P | 2018-03-02 | 2018-11-30 | $16,971 | $27,977 | -$11,006 | -$11,006 |
| 30 Visteon Corp | P | 2018-04-20 | 2018-11-30 | $2,214 | $3,505 | -$1,291 | -$1,291 |
| 130 Dana Inc | P | 2018-11-01 | 2018-11-30 | $1,878 | $2,093 | -$215 | -$215 |
| 663 Dana Inc | P | 2017-05-24 | 2018-11-30 | $9,576 | $13,399 | -$3,823 | -$3,823 |
| 677 Dana Inc | P | 2017-05-23 | 2018-11-30 | $9,778 | $13,516 | -$3,738 | -$3,738 |
| 330 Oxford Inds Inc | P | 2018-07-16 | 2018-11-30 | $26,641 | $29,092 | -$2,451 | -$2,451 |
| 1310 BMC Stk Holdings | P | 2017-06-23 | 2018-11-30 | $22,227 | $28,435 | -$6,208 | -$6,208 |
| 150 BMC Stk Holdings | P | 2017-08-29 | 2018-11-30 | $2,545 | $3,029 | -$484 | -$484 |
| 1690 Select Energy Services | P | 2017-10-06 | 2018-11-30 | $16,350 | $25,282 | -$8,932 | -$8,932 |
| 288 Allscripts Healthcare | P | 2018-01-12 | 2018-11-30 | $2,967 | $4,630 | -$1,663 | -$1,663 |
| 232 Allscripts Healthcare | P | 2018-01-11 | 2018-11-30 | $2,390 | $3,704 | -$1,314 | -$1,314 |
| 2060 Allscripts Healthcare | P | 2017-12-14 | 2018-11-30 | $21,224 | $29,527 | -$8,303 | -$8,303 |
| 260 Allscripts Healthcare | P | 2018-05-09 | 2018-11-30 | $2,679 | $3,273 | -$594 | -$594 |
| 50 MSA Safety Inc | P | 2009-05-08 | 2017-12-11 | $3,941 | $1,154 | $2,787 | $2,787 |
| 140 MSA Safety Inc | P | 2009-05-08 | 2018-01-25 | $11,129 | $3,230 | $7,899 | $7,899 |
| 20 Littelfuse Inc Com | P | 2010-06-09 | 2018-04-04 | $3,970 | $647 | $3,323 | $3,323 |
| 10 Littelfuse Inc Com | P | 2010-06-09 | 2018-07-11 | $2,250 | $324 | $1,926 | $1,926 |
| 15 Littelfuse Inc Com | P | 2009-05-08 | 2018-07-11 | $3,375 | $242 | $3,133 | $3,133 |
| 50 Portland Gen Elec | P | 2010-03-26 | 2018-07-20 | $2,208 | $956 | $1,252 | $1,252 |
| 120 Portland Gen Elec | P | 2009-05-08 | 2018-07-20 | $5,300 | $2,263 | $3,037 | $3,037 |
| 43 US Ecology Inc | P | 2010-03-26 | 2018-09-13 | $3,186 | $702 | $2,484 | $2,484 |
| 10 Lancaster Colony Corp | P | 2010-10-15 | 2018-09-24 | $4,519 | $1,506 | $3,013 | $3,013 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $266,002 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$31,146 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $317,065 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,863,096 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04620 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $326,222 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,507,916 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05013 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $325,137 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,625,283 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04908 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $312,771 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,685,655 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04678 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $295,322 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,394,411 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04618 | DistributionYr5Rt |
| Total Distribution | 0.238367 | TotalDistributionRt |
| Average Distribution | 0.047673 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,121,443 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $339,501 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,916 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $343,417 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $323,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,832 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,832 | SubtotalAmt |
| Tax Based On Investment Income | $7,832 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $168 | OverpaymentAmt |
| Applied To ES Tax | $168 | 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 |
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 | $7,024,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $205,810 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,229,891 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,229,891 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,121,443 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $356,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $356,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,832 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,832 | TotalTaxAmt |
| Distributable Before Adj | $348,240 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $348,240 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $348,240 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $323,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $323,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $323,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,240 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $317,065 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $317,065 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $323,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $323,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $24,740 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $24,740 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $292,325 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $292,325 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $292,325 | ExcessFromYear1Amt |
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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Tahlequah Hospital Foundation | |||||||
| PO Box 1008 | Tahlequah | OK | 74465 | None | POF | Program Support | $7,000 |
| 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 | $25,000 |
| Campus Christian Fellowship | |||||||
| 806 Janet Streete | Tahlequah | OK | 74464 | None | PubSchl | Program Support | $11,500 |
| Sun Devil Golg | |||||||
| PO Box 872205 | Tempe | AZ | 85287 | 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 | $45,000 |
| Fellowship Bible Church | |||||||
| 1411 East Poplar | Fort Gibson | OK | 74434 | None | 501(c)(3) | Program Support | $25,000 |
| Student Mobilization | |||||||
| P O Box 567 | Conway | AR | 72033 | N/A | 501(c)(3) | Program Support | $24,000 |
| Tim Tebow Foundation | |||||||
| 2220 Cnty Rd 210 Ste 108 PMB 317 | Jacksonville | FL | 32259 | None | 501(c)(3) | Program Support | $100,000 |
| First Baptist Church | |||||||
| 126 E Fifth Street | Hulbert | OK | 74441 | None | NC | To provide funds for the organization to fulfill its various ministerial programs. | $25,000 |
| Haitian Impact Christian Ministries | |||||||
| 806 Janet Street | Tahlequah | OK | 74464 | None | NC | To support ministry work in Haitia. | $16,000 |
| Casas Por Cristo | |||||||
| 806 Janet Street | Tahlequah | OK | 74464 | None | NC | To spread the gospel in Spanish speaking locations. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $323,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $183,765 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $266,002 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $183,765 | ExclusionAmt |
| Related Or Exempt Function Incm | $266,002 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $449,767 | 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 and tax preparatioin | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,500 | 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 | $2,123,830 | EOYBookValueAmt |
| EOYFMV | $2,136,208 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equity Income Portfolio | $1,533,423 | $2,434,874 |
| Small Cap Portfolio | $1,431,404 | $1,985,359 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Broker Fees | CategoryTxt |
| Amt | $55,590 | Amt |
| Net Investment Income | $55,590 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $55,590 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Massachusettes tax on Private Foundation | CategoryTxt |
| Amt | $70 | Amt |
| Net Investment Income | $70 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $70 | AdjustedNetIncomeAmt |
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