BETA

MUNCRIEF FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MUNCRIEF FAMILY FOUNDATION (EIN 46-1611054)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-08
IRS object ID
201941289349100529
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-08T11:30:19-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731601859PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WYMER BROWNLEEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1126 S MAIN STAddressLine1Txt
CityFAIRVIEWCityNm
State AbbreviationOKStateAbbreviationCd
ZIP737372022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461611054EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MUNCRIEF FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMUNCBusinessNameControlTxt
Phone4058332721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP730130469ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGAIL MUNCRIEFPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4058332721PhoneNum
Signature2019-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERICA SHALOYPreparerPersonNm
PTINP00857247PTIN
Phone5802274709PhoneNum
Preparation2019-05-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.38.98.93IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-08IPDt
IP Tm11:30:19IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDDE96664EAB1F24561212F3396D1A1DE9940E876AtSubmissionCreationDeviceId
At Submission Filing Device Id4594ED3B315D34D0E7984B1036142F0E82EEB149AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$885,290FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$272,800ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$610InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$610InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,965DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,965DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$86,463NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$653,456GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$86,463CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$361,838TotalRevAndExpnssAmt
Total Net Invst Incm$89,038TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$990AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$990AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,608OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,608OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,598TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,598TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$73,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$73,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$76,098TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,598TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$73,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$285,740ExcessRevenueOverExpensesAmt
Net Investment Income$86,440NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$95,491CashBOYAmt
Cash EOY$419,940CashEOYAmt
Cash EOYFMV$419,940CashEOYFMVAmt
Corporate Stock BOY$630,130CorporateStockBOYAmt
Corporate Stock EOY$591,190CorporateStockEOYAmt
Corporate Stock EOYFMV$465,350CorporateStockEOYFMVAmt
Total Assets BOY$725,621TotalAssetsBOYAmt
Total Assets EOY$1,011,130TotalAssetsEOYAmt
Total Assets EOYFMV$885,290TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$725,621UnrestrictedBOYAmt
Unrestricted EOY$1,011,130UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$725,621TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,011,130TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$725,621TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,011,130TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$725,621TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$285,740ExcessRevenueOverExpensesAmt
Subtotal$1,011,361SubtotalAmt
Other Decreases$231OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,011,130TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CONTINENTAL RESOURCESD2012-06-202018-05-31$176,505$100,695$75,810$75,810
WELLS FARGO ST - 1763P$474,989$464,789$10,200$10,200
WELLS FARGO LT - 1763P$1,962$1,509$453$453
FieldValueIRS element (for citing)
Capital Gain Net Income$86,463CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$10,200NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$58,955AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$750,118NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.078594DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,385AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$616,033NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.081789DistributionYr2Rt
Adjusted Qlfy Distri Yr3$46,450AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$440,286NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.105500DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,010AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$367,725NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.070732DistributionYr4Rt
Adjusted Qlfy Distri Yr5$15,063AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$288,427NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052225DistributionYr5Rt
Total Distribution0.388840TotalDistributionRt
Average Distribution0.077768AverageDistributionRt
Net Vl Noncharitable Assets$804,963NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$62,600AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$864NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$63,464AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$73,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$864InvestmentIncomeExciseTaxAmt
Subtotal$864SubtotalAmt
Tax Based On Investment Income$864TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$9EsPenaltyAmt
Tax Due$873TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGAIL MUNCRIEFIndividualWithBooksNm
Phone4058332721PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73013ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD MUNCRIEF
11315 HILLSDALE DREDMONDOK730130469DIRECTOR1.00$0$0$0
GAIL MUNCRIEF
11315 HILLSDALE DREDMONDOK73013DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$559,504AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$257,717AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$817,221TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$817,221AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,258CashDeemedCharitableAmt
Net Vl Noncharitable Assets$804,963NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,248MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,248MinimumInvestmentReturnAmt
Tax Based On Investment Income$864TaxBasedOnInvestmentIncomeAmt
Total Tax$864TotalTaxAmt
Distributable Before Adj$39,384DistributableBeforeAdjAmt
Distributable Before Ded$39,384DistributableBeforeDedAmt
Distributable As Adjusted$39,384DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$73,500ExpensesAndContributionsAmt
Qualifying Distributions$73,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$864PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$72,636AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$39,384DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$517ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,680ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$24,436ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$19,599ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,979ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$74,211TotalExcessDistributionCyovAmt
Qualifying Distributions$73,500QualifyingDistributionsAmt
Applied To Current Year$39,384AppliedToCurrentYearAmt
Remaining Distri From Corpus$34,116RemainingDistriFromCorpusAmt
Total Corpus$108,327TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$517ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$107,810ExcessDistriCyovToNextYrAmt
Excess From Year4$7,680ExcessFromYear4Amt
Excess From Year3$24,436ExcessFromYear3Amt
Excess From Year2$19,599ExcessFromYear2Amt
Excess From Year1$21,979ExcessFromYear1Amt
Excess From Current Year$34,116ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD MUNCRIEFContributingManagerNm
Contributing ManagerGAIL MUNCRIEFContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MEMORIAL ROAD CHURCH OF CHRIST
2221 E MEMORIAL ROADEDMONDOK73013UNRESTRICTED GIFT FOR OPERATING EXP$46,000
NATIONAL MULTIPLE SCLEROSIS
8111 N STADIUM DRIVEHOUSTONTX77054UNRESTRICTED GIFT FOR OPERATING EXP$10,000SUITE 100
OKLAHOMA CHRISTIAN UNIVERSITY
2501 E MEMORIAL ROADEDMONDOK73013UNRESTRICTED GIFT FOR OPERATING EXP$4,000
DUKE ANGELS AMOUNT US
DUMC BOX 3624DURHAMNC27710UNRESTRICTED GIFT FOR OPERATING EXP$5,000
CHI OMEGA FOUNDATION
3395 PLAYERS CLUB PARKWAYMEMPHISTN38125LEADERSHIP, DEVELOPMENT OF WOMEN$2,000
OKLAHOMA STATE UNIVERSITY FOUNDATIO
400 SOUTH MONROESTILLWATEROK74074PERSONAL DEVELOPMENT OF STUDENTS$5,000
JOHN REX ELEMENTARY
500 W SHERIDAN AVEOKLAHOMA CITYOK73102GROWTH & DEVELOPMENT OF STUDENTS$1,000
AWARE ALZHEIMER'S ASSOCIATION
6601 BROADWAY EXTOKLAHOMA CITYOK73116ALZHEIMER'S RESEARCH AND AWARENESS$500SUITE 120
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$73,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$610ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,965ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$86,463ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$89,038ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$89,038TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRICHARD GAIL MUNCRIEFContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP730130469ZIPCd
FieldValueIRS element (for citing)
Total Contributions$272,800TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyWPX ENERGY STOCK 20000 SHSNoncashPropertyDesc
Fair Market Value$272,800FairMarketValueAmt
Received2018-11-28ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$990Amt
Net Investment Income$990NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CONTINENTAL RESOURCES
WPX ENERGY$591,190$465,350
FIRST TRUST LARGE
FIRST TRUST LARGE
ISHARES US BASIC MATERIALS
ISHARES US INDUSTRIAL IVY
ISHARES IS FINANCIALS IYF
ISHARES CORE S&P MIDCAP ETF
ISHARES CORE S&P SMALLCAP
POWERSHARES QQQ TR SERIES 1
SPDR DOW JONES INDL
FIRST TRUST ENHANCED
INDUSTRIAL SELECT
ISHARES CORE S&P ETF SMALLCAP
ISHARES MSCI
ISHARES MSCI EAFE INDEX
ISHARES SHORT ETF
SELECT SECTOR SPDR
SELECT SECTOR SPDR FD MATERIALS
VANGUARD INFORMATION ETF

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEDERAL TAX PAID$225
OTHER DECREASE$6

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$1,608Amt
Net Investment Income$1,608NetInvestmentIncomeAmt

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