FUGITT FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FUGITT FOUNDATION (EIN 20-1189418)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201921359349102147
- 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
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Reasonable Cause Explanation
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T12:15:20-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731377275 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUNN & STONE CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 RICHMOND SQUARE STE 202 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201189418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FUGITT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FUGI | BusinessNameControlTxt |
| Phone | 9184293150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1226 | AddressLine1Txt |
| City | MCALESTER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY FUGITT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9184293150 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RANDEL T DUNN | PreparerPersonNm |
| PTIN | P00086350 | PTIN |
| Phone | 4058480684 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.175.169.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 12:07:07 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E93F25C67F920C50F9883E0C2B157E3E3264D6A6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 08E9AEE36F0A2599120309AB84BB6E449E703B31 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $5,010,221 | 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 | $118,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $633,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,889,430 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $633,640 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $794 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $794 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $752,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $752,470 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,984 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,984 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,658 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,658 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,142 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,142 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,809 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,809 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $301,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,142 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $280,809 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $450,519 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $731,328 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,328 | CashBOYAmt |
| Cash EOY | $108,004 | CashEOYAmt |
| Cash EOYFMV | $108,004 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $78,338 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $90,610 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $90,610 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $116,996 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,059 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $100,621 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,478,589 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,626,395 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,798,243 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,527,991 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $876,693 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $862,857 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $150,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $49,886 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,401,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,851,761 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,010,221 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,401,242 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,851,761 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,401,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,851,761 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,401,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,851,761 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,401,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $450,519 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,851,761 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,851,761 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SHORT TERM COVERED | $6,397 | $7,711 | -$1,314 | -$1,314 |
| LONG TERM COVERED | $593,774 | $626,123 | -$32,349 | -$32,349 |
| LONG TERM NONCOVERED | $66,979 | $66,303 | $676 | $676 |
| SHORT TERM COVERED | $2,191,293 | $2,435,736 | -$244,443 | -$244,443 |
| LONG TERM COVERED | $2,621,191 | $1,812,065 | $809,126 | $809,126 |
| LONG TERM NONCOVERED | $402,355 | $301,119 | $101,236 | $101,236 |
| LONG TERM NONCOVERED | $7,240 | $6,733 | $507 | $507 |
| CAPITAL GAIN DISTRIBUTIONS | $201 | $201 | $201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $633,640 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $370,609 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,425,404 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068310 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $217,659 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,144,477 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $342,507 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,127,822 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066794 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $197,836 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,420,537 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036497 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $156,058 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,357,194 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029131 | DistributionYr5Rt |
| Total Distribution | 0.243041 | TotalDistributionRt |
| Average Distribution | 0.048608 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,589,477 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $271,693 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,313 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $279,006 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $280,809 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,313 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,313 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,433 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,433 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,880 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY FUGITT | IndividualWithBooksNm |
| Phone | 9184293150 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1226 | AddressLine1Txt |
| City | MCALESTER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY FUGITT | ||||||||
| PO BOX 1226 | MCALESTER | OK | 74502 | TRUSTEE, PRESIDENT | 2.00 | $0 | $0 | $0 |
| RUYANA FUGITT | ||||||||
| PO BOX 1226 | MCALESTER | OK | 74502 | TRUSTEE, VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,546,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,674,596 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,674,596 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,119 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,589,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $279,474 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $279,474 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,313 | TotalTaxAmt |
| Distributable Before Adj | $272,161 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $272,161 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $272,161 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $280,809 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $280,809 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,313 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $273,496 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,161 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $103,121 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $103,121 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $280,809 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $272,161 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,648 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $111,769 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $111,769 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $103,121 | ExcessFromYear1Amt |
| Excess From Current Year | $8,648 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARY FUGITT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF MCALESTER | |||||||
| 305 EAST CHADICK | MCALESTER | OK | 74501 | NONE | PC | CHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION | $25,000 |
| CENTRAL OKLAHOMA HABITAT FOR HUMANITY | |||||||
| 1558 S MAIN | MCALESTER | OK | 74501 | NONE | PC | CHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION | $5,000 |
| KINGS HOUSE | |||||||
| 124 V HUBERT SMITH DRIVE | MCALESTER | OK | 74501 | NONE | PC | RELIGIOUS - TO FURTHER THE PROGRAMS OF THE ORGANIZATION | $195,159 |
| HOPE HOUSE OF MCALESTER INC | |||||||
| PO BOX 3041 | MCALESTER | OK | 74502 | NONE | PC | CHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION | $15,650 |
| HOUSE OF DAVID MINISTRIES | |||||||
| PO BOX 850 | FAIRLAND | OK | 74343 | NONE | PC | RELIGIOUS - TO FURTHER THE PROGRAMS OF THE ORGANIZATION | $1,000 |
| MCALESTER PUBLIC SCHOOLS FOUNDATION | |||||||
| 200 EAST ADAMS | MCALESTER | OK | 74501 | NONE | PC | CHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION | $4,000 |
| CITY OF MCALESTER | |||||||
| PO BOX 578 | MCALESTER | OK | 74502 | NONE | PC | CHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION | $15,000 |
| PARKINSON FOUNDATION OF OKLAHOMA | |||||||
| 720 W WILSHIRE BLVD 109 | OKLAHOMA CITY | OK | 74502 | NONE | PC | CHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION | $5,000 |
| YOUNG LIFE | |||||||
| PO BOX 70065 | PRESCOTT | AZ | 86304 | NONE | PC | RELIGIOUS - TO FURTHER THE PROGRAMS OF THE ORGANIZATION | $10,000 |
| THE THERAPEUTIC EQUESTRIAN ASSOCIATION OF MCALESTER | |||||||
| PO BOX 3056 | MCALESTER | OK | 74502 | NONE | PC | CHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,809 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,036 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $794 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $633,640 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $752,470 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $752,470 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $379,206 | $380,805 |
| BOND FUNDS | $497,487 | $482,052 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $172,530 | $241,140 |
| STOCK FUNDS | $455,774 | $541,543 |
| EQUITY ETPS | $2,414,106 | $2,433,166 |
| FIXED INCOME ETPS | $583,985 | $582,394 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $100,059 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $100,621 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CERTIFICATES OF DEPOSIT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50,000 | BookValueAmt |
| EOYFMV | $49,886 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $794 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $794 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $794 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $18,966 | $18,966 | $0 |
| BANK FEES | $18 | $18 | $0 |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | LATE FILED RETURN DUE TO CCH SOFTWARE OUTAGE | ExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,658 | Amt |
| Net Investment Income | $1,658 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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