YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG FAMILY FOUNDATION (EIN 04-3525914)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2018-03-30
- IRS object ID
- 201800899349100600
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-30T07:35:05-07:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-12-01 | 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 | 2018-03-30 | 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 | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,265,182 | 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 | $145,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,915 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $145,915 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $299,916 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,905,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $299,916 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $445,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $445,831 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $145,915 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,400 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $53,448 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,448 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $53,448 | OtherProfFeesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $55,848 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $317,065 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $317,065 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $372,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $55,848 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $317,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $389,913 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $90,067 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $183,819 | CashBOYAmt |
| Cash EOY | $83,959 | CashEOYAmt |
| Cash EOYFMV | $83,959 | CashEOYFMVAmt |
| US Government Obligations BOY | $243,674 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $2,534,873 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,984,497 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,798,894 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,377,435 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,344,193 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,382,329 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,339,801 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,412,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,265,182 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,339,801 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,412,649 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,339,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,412,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,339,801 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,412,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,339,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,848 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,412,649 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,412,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (207 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10000 PPG Inds Inc | P | 2015-05-15 | 2016-12-28 | $10,617 | $10,577 | $40 | $40 |
| 40000 PPG Inds Inc | P | 2015-01-16 | 2016-12-28 | $42,470 | $42,347 | $123 | $123 |
| 50000 Litton Industries, Inc. | P | 2014-03-06 | 2016-12-28 | $53,547 | $52,754 | $793 | $793 |
| 50000 Conneticut Light and Power | P | 2014-07-30 | 2017-03-01 | $50,000 | $50,000 | ||
| 50000 US Treasury Notes | P | 2014-05-12 | 2017-03-29 | $50,224 | $50,209 | $15 | $15 |
| 52000 Paccar Financial Corp | P | 2016-05-26 | 2017-03-30 | $52,388 | $52,122 | $266 | $266 |
| 60000 Toronto Dominion Bank | P | 2016-07-22 | 2017-03-30 | $60,115 | $59,875 | $240 | $240 |
| 50000 US Treasury Notes | P | 2016-12-29 | 2017-03-30 | $50,135 | $50,169 | -$34 | -$34 |
| 100000 US Treasury Notes | P | 2014-07-24 | 2017-03-30 | $100,271 | $99,800 | $471 | $471 |
| 39000 US Treasury Notes | P | 2016-06-10 | 2017-03-30 | $40,475 | $40,862 | -$387 | -$387 |
| 50000 US Treasury Notes | P | 2016-04-26 | 2017-03-30 | $51,570 | $52,226 | -$656 | -$656 |
| 80000 Xtra Financial Corp | P | 2012-12-21 | 2017-04-01 | $80,000 | $80,000 | ||
| 60000 Toyotal Motor Credit Corp | P | 2014-05-13 | 2017-04-30 | $59,871 | $60,002 | -$131 | -$131 |
| 50000 CSX Corp | P | 2014-03-14 | 2017-05-01 | $50,000 | $50,000 | ||
| 50000 Union Pacific Corp | P | 2016-09-09 | 2017-05-01 | $50,000 | $50,000 | ||
| 70000 Raytheon Co | P | 2003-05-01 | 2017-05-12 | $73,227 | $72,986 | $241 | $241 |
| 50000 National Semiconducter Corp | P | 2016-03-10 | 2017-06-15 | $50,000 | $50,000 | ||
| 51000 Phillips Pete Co., | P | 2014-07-21 | 2017-06-21 | $53,830 | $53,611 | $219 | $219 |
| 90 Independent Bank Corp Mass | P | 2011-07-26 | 2016-12-09 | $6,249 | $2,448 | $3,801 | $3,801 |
| 40 Iberiabank Corp Com | P | 2014-09-10 | 2016-12-09 | $3,550 | $2,749 | $801 | $801 |
| 40 Iberiabank Corp Com | P | 2010-03-11 | 2016-12-09 | $3,550 | $2,383 | $1,167 | $1,167 |
| 290 Mentor Graphics Corp | P | 2013-02-28 | 2016-12-12 | $10,610 | $5,137 | $5,473 | $5,473 |
| 220 CVB Finl Corp | P | 2013-12-04 | 2016-12-15 | $4,955 | $3,506 | $1,449 | $1,449 |
| 120 Babcock & Wilcox Enterprises Inc | P | 2016-05-25 | 2016-12-29 | $1,978 | $2,641 | -$663 | -$663 |
| 936 Babcock & Wilcox Enterprises Inc | P | 2015-12-29 | 2016-12-29 | $15,425 | $19,664 | -$4,239 | -$4,239 |
| 130 Babcock & Wilcox Enterprises Inc | P | 2016-06-27 | 2016-12-29 | $2,142 | $2,461 | -$319 | -$319 |
| 284 Babcock & Wilcox Enterprises Inc | P | 2015-12-15 | 2016-12-29 | $4,680 | $5,967 | -$1,287 | -$1,287 |
| 150 Babcock & Wilcox Enterprises Inc | P | 2016-07-21 | 2016-12-29 | $2,472 | $2,382 | $90 | $90 |
| 160 Babcock & Wilcox Enterprises Inc | P | 2016-10-13 | 2016-12-29 | $2,637 | $2,513 | $124 | $124 |
| 38 Mentor Graphics Corp | P | 2013-02-28 | 2017-01-03 | $1,399 | $673 | $726 | $726 |
| 562 Mentor Graphics Corp | P | 2013-03-01 | 2017-01-03 | $20,683 | $8,867 | $11,816 | $11,816 |
| 57 MSA Safety Inc | P | 2012-01-18 | 2017-01-19 | $3,819 | $1,945 | $1,874 | $1,874 |
| 13 MSA Safety Inc | P | 2012-01-17 | 2017-01-19 | $871 | $443 | $428 | $428 |
| 64 Watts Water Technologies Inc | P | 2012-08-21 | 2017-01-24 | $4,050 | $2,452 | $1,598 | $1,598 |
| 46 Watts Water Technologies Inc | P | 2012-08-22 | 2017-01-24 | $2,911 | $1,745 | $1,166 | $1,166 |
| 30 Analogic Corp | P | 2014-08-28 | 2017-01-24 | $2,273 | $2,157 | $116 | $116 |
| 25 Analogic Corp | P | 2011-12-06 | 2017-01-24 | $1,894 | $1,414 | $480 | $480 |
| 50 MSA Safety Inc | P | 2012-01-17 | 2017-01-31 | $3,562 | $1,703 | $1,859 | $1,859 |
| 70 Emcor Group Inc | P | 2011-05-05 | 2017-02-03 | $4,901 | $2,169 | $2,732 | $2,732 |
| 220 Watts Water Technologies Inc | P | 2012-08-22 | 2011-02-09 | $14,436 | $8,344 | $6,092 | $6,092 |
| 110 Horace Mann Educators Corp | P | 2011-05-04 | 2017-02-15 | $4,583 | $1,935 | $2,648 | $2,648 |
| 194 Babcock & Wilcox Enterprises Inc | P | 2017-02-06 | 2017-03-07 | $1,935 | $3,234 | -$1,299 | -$1,299 |
| 85 Quanex Building Products Corp | P | 2016-04-20 | 2017-03-07 | $1,618 | $1,634 | -$16 | -$16 |
| 246 Babcock & Wilcox Enterprises Inc | P | 2017-02-06 | 2017-03-08 | $2,456 | $4,101 | -$1,645 | -$1,645 |
| 275 Quanex Building Products Corp | P | 2015-12-18 | 2017-03-13 | $5,404 | $5,469 | -$65 | -$65 |
| 40 Littelfuse Inc Com | P | 2010-06-06 | 2017-03-16 | $6,457 | $1,433 | $5,024 | $5,024 |
| 70 Brunswick Corp | P | 2016-02-05 | 2017-03-16 | $4,251 | $2,819 | $1,432 | $1,432 |
| 50 Hillenbrand Inc Com | P | 2013-10-04 | 2017-03-17 | $1,822 | $1,409 | $413 | $413 |
| 55 Analogic Corp | P | 2011-12-06 | 2017-04-10 | $3,999 | $3,111 | $888 | $888 |
| 25 Analogic Corp | P | 2011-03-04 | 2017-04-10 | $1,818 | $1,369 | $449 | $449 |
| 270 Hillenbrand Inc Com | P | 2013-10-04 | 2017-04-11 | $9,650 | $7,607 | $2,043 | $2,043 |
| 200 Hillenbrand Inc Com | P | 2013-10-01 | 2017-04-11 | $7,148 | $5,563 | $1,585 | $1,585 |
| 70 Esco Technologies Inc | P | 2016-03-23 | 2017-04-18 | $3,934 | $2,738 | $1,196 | $1,196 |
| 40 Esco Technologies Inc | P | 2015-02-27 | 2017-04-18 | $2,248 | $1,550 | $698 | $698 |
| 245 Analogic Corp | P | 2011-03-04 | 2017-04-19 | $17,117 | $13,413 | $3,704 | $3,704 |
| 41 MKS Instrument Inc | P | 2016-03-03 | 2017-04-20 | $2,869 | $1,397 | $1,472 | $1,472 |
| 49 MKS Instrument Inc | P | 2016-03-02 | 2017-04-20 | $3,429 | $1,651 | $1,778 | $1,778 |
| 80 MKS Instrument Inc | P | 2013-12-12 | 2017-04-20 | $5,598 | $2,331 | $3,267 | $3,267 |
| 100 Brunswick Corp | P | 2016-02-05 | 2017-04-24 | $5,976 | $4,028 | $1,948 | $1,948 |
| 20 Entegris Inc | P | 2013-06-07 | 2017-04-25 | $481 | $203 | $278 | $278 |
| 270 Entegris Inc | P | 2013-07-23 | 2017-04-25 | $6,487 | $2,654 | $3,833 | $3,833 |
| 48 MSA Safety Inc | P | 2016-03-17 | 2017-04-28 | $3,757 | $2,269 | $1,488 | $1,488 |
| 2 MSA Safety Inc | P | 2016-03-11 | 2017-04-28 | $157 | $93 | $64 | $64 |
| 86 Methode Electrs Inc | P | 2015-01-26 | 2017-05-03 | $3,394 | $3,099 | $295 | $295 |
| 94 Methode Electrs Inc | P | 2015-01-26 | 2017-05-04 | $3,732 | $3,388 | $344 | $344 |
| 90 Netscout Sys Inc | P | 2017-02-03 | 2017-05-04 | $2,941 | $3,075 | -$134 | -$134 |
| 50 Netscout Sys Inc | P | 2015-08-21 | 2017-05-04 | $1,634 | $1,944 | -$310 | -$310 |
| 130 Glatfeleter Com | P | 2016-10-17 | 2017-05-04 | $2,383 | $2,865 | -$482 | -$482 |
| 10 Glatfeleter Com | P | 2011-03-03 | 2017-05-04 | $183 | $126 | $57 | $57 |
| 70 Glatfeleter Com | P | 2010-08-10 | 2017-05-04 | $1,283 | $856 | $427 | $427 |
| 120 Entegris Inc | P | 2013-07-23 | 2017-05-05 | $2,947 | $1,179 | $1,768 | $1,768 |
| 150 Entegris Inc | P | 2012-11-23 | 2017-05-05 | $3,684 | $1,303 | $2,381 | $2,381 |
| 80 Methode Electrs Inc | P | 2015-01-26 | 2017-05-15 | $3,306 | $2,883 | $423 | $423 |
| 96 Scripps E W Co | P | 2014-09-12 | 2017-05-15 | $1,697 | $1,814 | -$117 | -$117 |
| 94 Scripps E W Co | P | 2014-09-12 | 2017-05-16 | $1,604 | $1,776 | -$172 | -$172 |
| 50 Esco Technologies Inc | P | 2015-02-27 | 2017-05-16 | $2,835 | $1,937 | $898 | $898 |
| 25 ICU Med Inc | P | 2016-03-18 | 2017-05-16 | $4,066 | $2,480 | $1,586 | $1,586 |
| 120 Quanex Building Products Corp | P | 2015-12-18 | 2017-05-18 | $2,324 | $2,387 | -$63 | -$63 |
| 120 Emcor Group Inc | P | 2011-05-05 | 2017-05-22 | $7,528 | $3,719 | $3,809 | $3,809 |
| 120 Macom Tech | P | 2013-02-19 | 2017-05-25 | $7,289 | $1,986 | $5,303 | $5,303 |
| 80 Inc Resh Holdings Inc | P | 2016-03-08 | 2017-05-25 | $4,462 | $3,303 | $1,159 | $1,159 |
| 20 Inc Resh Holdings Inc | P | 2015-06-18 | 2017-05-25 | $1,116 | $769 | $347 | $347 |
| 80 Netscout Sys Inc | P | 2015-08-21 | 2017-05-25 | $2,875 | $3,111 | -$236 | -$236 |
| 5 ICU Med Inc | P | 2016-03-18 | 2017-05-25 | $796 | $496 | $300 | $300 |
| 25 ICU Med Inc | P | 2011-04-15 | 2017-05-25 | $3,982 | $1,112 | $2,870 | $2,870 |
| 230 Entegris Inc | P | 2012-11-23 | 2017-05-25 | $5,556 | $1,998 | $3,558 | $3,558 |
| 9 Littelfuse Inc Com | P | 2010-06-16 | 2017-05-25 | $1,466 | $322 | $1,144 | $1,144 |
| 31 Littelfuse Inc Com | P | 2010-06-15 | 2017-05-25 | $5,048 | $1,093 | $3,955 | $3,955 |
| 90 MKS Instrument Inc | P | 2016-05-23 | 2017-05-25 | $7,161 | $3,433 | $3,728 | $3,728 |
| 10 MSA Safety Inc | P | 2016-03-11 | 2017-05-26 | $789 | $463 | $326 | $326 |
| 10 MSA Safety Inc | P | 2012-01-17 | 2017-05-26 | $789 | $341 | $448 | $448 |
| 30 MSA Safety Inc | P | 2010-03-12 | 2017-05-26 | $2,368 | $798 | $1,570 | $1,570 |
| 210 Entegris Inc | P | 2012-11-23 | 2017-06-12 | $5,185 | $1,824 | $3,361 | $3,361 |
| 90 Inc Resh Holdings Inc | P | 2015-06-18 | 2017-06-12 | $5,211 | $3,460 | $1,751 | $1,751 |
| 50 Emcor Group Inc | P | 2011-05-05 | 2017-06-12 | $3,272 | $1,550 | $1,722 | $1,722 |
| 40 MSA Safety Inc | P | 2010-03-12 | 2017-06-13 | $3,294 | $1,064 | $2,230 | $2,230 |
| 30 Littelfuse Inc Com | P | 2010-06-15 | 2017-06-13 | $4,919 | $1,058 | $3,861 | $3,861 |
| 80 Inc Resh Holdings Inc | P | 2016-06-24 | 2017-07-05 | $4,589 | $3,132 | $1,457 | $1,457 |
| 30 ICU Med Inc | P | 2011-04-15 | 2017-07-05 | $5,273 | $1,335 | $3,938 | $3,938 |
| 30 Eastgroup Ppty Inc | P | 2011-12-14 | 2017-07-05 | $2,454 | $1,227 | $1,227 | $1,227 |
| 70 Eastgroup Ppty Inc | P | 2010-03-26 | 2017-07-05 | $5,727 | $2,765 | $2,962 | $2,962 |
| 20 Eastgroup Ppty Inc | P | 2010-03-12 | 2017-07-05 | $1,636 | $768 | $868 | $868 |
| 50 Brunswick Corp | P | 2016-06-17 | 2017-07-05 | $3,126 | $2,337 | $789 | $789 |
| 5 Brunswick Corp | P | 2016-06-27 | 2017-07-05 | $313 | $210 | $103 | $103 |
| 20 Lithia Motors Inc | P | 2012-10-10 | 2017-07-06 | $1,829 | $716 | $1,113 | $1,113 |
| 30 MSA Safety Inc | P | 2010-03-12 | 2017-07-06 | $2,352 | $798 | $1,554 | $1,554 |
| 10 MSA Safety Inc | P | 2009-05-08 | 2017-07-06 | $784 | $231 | $553 | $553 |
| 50 Methode Electrs Inc | P | 2015-01-26 | 2017-07-06 | $1,981 | $1,802 | $179 | $179 |
| 120 Fox Factory Holding | P | 2016-11-11 | 2017-07-06 | $4,225 | $2,798 | $1,427 | $1,427 |
| 10 Fox Factory Holding | P | 2016-08-25 | 2017-07-06 | $352 | $203 | $149 | $149 |
| 50 Brunswick Corp | P | 2016-06-27 | 2017-07-07 | $3,108 | $2,101 | $1,007 | $1,007 |
| 50 Eastgroup Ppty Inc | P | 2010-03-12 | 2017-07-10 | $4,075 | $1,920 | $2,155 | $2,155 |
| 70 Inc Resh Holdings Inc | P | 2015-06-18 | 2017-07-10 | $3,953 | $2,691 | $1,262 | $1,262 |
| 30 Littelfuse Inc Com | P | 2010-06-09 | 2017-07-10 | $5,020 | $971 | $4,049 | $4,049 |
| 120 Fox Factory Holding | P | 2016-08-25 | 2017-07-13 | $4,367 | $2,435 | $1,932 | $1,932 |
| 110 Fox Factory Holding | P | 2016-08-25 | 2017-08-01 | $4,184 | $2,232 | $1,952 | $1,952 |
| 78 Inc Resh Holdings Inc | P | 2015-06-18 | 2017-08-03 | $4,329 | $2,999 | $1,330 | $1,330 |
| 40 Emcor Group Inc | P | 2011-05-05 | 2017-08-03 | $2,669 | $1,240 | $1,429 | $1,429 |
| 40 MSA Safety Inc | P | 2009-05-08 | 2017-08-04 | $2,876 | $923 | $1,953 | $1,953 |
| 30 ICU Med Inc | P | 2011-04-15 | 2017-08-04 | $5,138 | $1,335 | $3,803 | $3,803 |
| 82 Inc Resh Holdings Inc | P | 2016-05-02 | 2017-08-04 | $4,502 | $3,153 | $1,349 | $1,349 |
| 30 Littelfuse Inc Com | P | 2010-06-09 | 2017-08-07 | $5,450 | $971 | $4,479 | $4,479 |
| 190 Entegris Inc | P | 2016-06-29 | 2017-08-07 | $4,735 | $2,669 | $2,066 | $2,066 |
| 1300 Babcock & Wilcox Enterprises Inc | P | 2017-02-06 | 2017-08-10 | $4,106 | $21,673 | -$17,567 | -$17,567 |
| 150 Fox Factory Holding | P | 2016-08-25 | 2017-08-14 | $5,600 | $3,044 | $2,556 | $2,556 |
| 370 Inc Resh Holdings Inc | P | 2015-06-18 | 2017-08-25 | $20,761 | $14,225 | $6,536 | $6,536 |
| 90 Inc Resh Holdings Inc | P | 2016-12-30 | 2017-08-25 | $5,050 | $4,735 | $315 | $315 |
| 320 Finish Line Inc | P | 2016-08-31 | 2017-08-29 | $2,649 | $7,716 | -$5,067 | -$5,067 |
| 20 Littelfuse Inc Com | P | 2010-06-09 | 2017-09-05 | $3,700 | $647 | $3,053 | $3,053 |
| 130 Fox Factory Holding | P | 2016-08-25 | 2017-09-06 | $5,093 | $2,638 | $2,455 | $2,455 |
| 70 Fox Factory Holding | P | 2016-08-25 | 2017-09-15 | $2,865 | $1,420 | $1,445 | $1,445 |
| 10 MKS Instrument Inc | P | 2016-05-23 | 2017-09-22 | $913 | $381 | $532 | $532 |
| 70 MKS Instrument Inc | P | 2012-01-12 | 2017-09-22 | $6,388 | $2,037 | $4,351 | $4,351 |
| 110 Finish Line Inc | P | 2016-11-14 | 2017-09-26 | $1,194 | $2,571 | -$1,377 | -$1,377 |
| 100 Finish Line Inc | P | 2016-10-12 | 2017-09-26 | $1,085 | $2,249 | -$1,164 | -$1,164 |
| 120 Finish Line Inc | P | 2017-02-10 | 2017-09-26 | $1,302 | $2,159 | -$857 | -$857 |
| 640 Finish Line Inc | P | 2016-08-31 | 2017-09-26 | $6,946 | $15,433 | -$8,487 | -$8,487 |
| 30 MSA Safety Inc | P | 2009-05-08 | 2017-09-29 | $2,380 | $692 | $1,688 | $1,688 |
| 60 Fox Factory Holding | P | 2016-08-25 | 2017-09-29 | $2,583 | $1,217 | $1,366 | $1,366 |
| 20 Littelfuse Inc Com | P | 2010-06-09 | 2017-09-29 | $3,916 | $647 | $3,269 | $3,269 |
| 10 Emcor Group Inc | P | 2011-05-05 | 2017-10-02 | $698 | $310 | $388 | $388 |
| 20 Emcor Group Inc | P | 2011-08-26 | 2017-10-02 | $1,396 | $445 | $951 | $951 |
| 120 MKS Instrument Inc | P | 2012-01-12 | 2017-10-02 | $11,373 | $3,492 | $7,881 | $7,881 |
| 80 Eastgroup Ppty Inc | P | 2010-03-12 | 2017-10-03 | $7,044 | $3,072 | $3,972 | $3,972 |
| 50 Entegris Inc | P | 2016-06-29 | 2017-10-03 | $1,440 | $702 | $738 | $738 |
| 80 Entegris Inc | P | 2012-11-23 | 2017-10-03 | $2,305 | $695 | $1,610 | $1,610 |
| 60 MSA Safety Inc | P | 2009-05-08 | 2017-10-03 | $4,613 | $1,384 | $3,229 | $3,229 |
| 15 Littelfuse Inc Com | P | 2010-06-09 | 2017-10-03 | $2,921 | $485 | $2,436 | $2,436 |
| 10 Altra Indl Motion Corp | P | 2010-05-24 | 2017-10-04 | $480 | $129 | $351 | $351 |
| 70 Altra Indl Motion Corp | P | 2010-03-12 | 2017-10-04 | $3,362 | $871 | $2,491 | $2,491 |
| 60 Fuller HB Company | P | 2016-06-10 | 2017-10-04 | $3,422 | $2,885 | $537 | $537 |
| 50 Fox Factory Holding | P | 2016-08-25 | 2017-10-04 | $2,131 | $1,015 | $1,116 | $1,116 |
| 70 Independent Bank Corp Mass | P | 2016-04-19 | 2017-10-05 | $5,208 | $3,287 | $1,921 | $1,921 |
| 30 Standex Intl Corp | P | 2015-03-11 | 2017-10-09 | $3,106 | $2,223 | $883 | $883 |
| 130 Fox Factory Holding | P | 2016-08-25 | 2017-10-16 | $5,399 | $2,638 | $2,761 | $2,761 |
| 40 MSA Safety Inc | P | 2009-05-08 | 2017-10-24 | $3,203 | $923 | $2,280 | $2,280 |
| 100 Fox Factory Holding | P | 2016-08-25 | 2017-10-24 | $4,400 | $2,029 | $2,371 | $2,371 |
| 540 Scripps E W Co | P | 2014-09-12 | 2017-11-08 | $7,676 | $10,202 | -$2,526 | -$2,526 |
| 250 Scripps E W Co | P | 2016-09-23 | 2017-11-08 | $3,554 | $3,976 | -$422 | -$422 |
| 250 Scripps E W Co | P | 2014-10-15 | 2017-11-08 | $3,554 | $3,655 | -$101 | -$101 |
| 150 Entegris Inc | P | 2012-11-23 | 2017-11-15 | $4,584 | $1,303 | $3,281 | $3,281 |
| 100 MKS Instrument Inc | P | 2012-01-12 | 2017-11-16 | $10,341 | $2,910 | $7,431 | $7,431 |
| 290 Fox Factory Holding | P | 2016-08-25 | 2017-11-20 | $11,008 | $5,884 | $5,124 | $5,124 |
| 80 Ingevity Corp | P | 2016-07-14 | 2017-11-28 | $6,124 | $3,127 | $2,997 | $2,997 |
| 30 Rogers Corp | P | 2017-04-20 | 2017-11-28 | $4,895 | $2,553 | $2,342 | $2,342 |
| 15 Littelfuse Inc Com | P | 2010-06-09 | 2017-11-28 | $3,080 | $485 | $2,595 | $2,595 |
| 20 ICU Med Inc | P | 2011-04-15 | 2017-11-29 | $4,279 | $890 | $3,389 | $3,389 |
| 20 Iberiabank Corp Com | P | 2015-01-16 | 2016-12-08 | $1,799 | $1,114 | $685 | $685 |
| 60 Iberiabank Corp Com | P | 2009-05-08 | 2016-12-08 | $5,397 | $2,893 | $2,504 | $2,504 |
| 150 Amgen Inc | P | 2015-05-04 | 2016-12-28 | $22,146 | $24,511 | -$2,365 | -$2,365 |
| 30 Amgen Inc | P | 2015-10-15 | 2016-12-28 | $4,429 | $4,566 | -$137 | -$137 |
| 543 Donnelley RR & Sons | P | 2016-02-01 | 2016-12-28 | $8,695 | $11,837 | -$3,142 | -$3,142 |
| 203 Donnelley Financial Solutions | P | 2016-02-01 | 2017-01-13 | $4,621 | $4,589 | $32 | $32 |
| 90 MSA Safety Inc | P | 2012-12-20 | 2017-01-19 | $6,035 | $3,798 | $2,237 | $2,237 |
| 20 MSA Safety Inc | P | 2009-05-08 | 2017-01-19 | $1,341 | $461 | $880 | $880 |
| 253 Hillenbrand Inc Com | P | 2013-10-14 | 2017-01-20 | $9,449 | $7,389 | $2,060 | $2,060 |
| 243 Hillenbrand Inc Com | P | 2014-01-09 | 2017-01-20 | $9,075 | $7,030 | $2,045 | $2,045 |
| 107 Hillenbrand Inc Com | P | 2014-01-08 | 2017-01-20 | $3,996 | $3,091 | $905 | $905 |
| 187 Hillenbrand Inc Com | P | 2014-02-12 | 2017-01-20 | $6,984 | $5,354 | $1,630 | $1,630 |
| 90 Occidental Pete | P | 2014-01-28 | 2017-01-24 | $6,124 | $7,680 | -$1,556 | -$1,556 |
| 60 MSA Safety Inc | P | 2009-05-08 | 2017-01-31 | $4,276 | $1,384 | $2,892 | $2,892 |
| 320 Occidental Pete | P | 2014-01-28 | 2017-02-08 | $21,323 | $27,307 | -$5,984 | -$5,984 |
| 70 Ingredion Inc | P | 2013-08-01 | 2017-02-09 | $8,290 | $4,926 | $3,364 | $3,364 |
| 100 Horace Mann Educators Corp | P | 2012-01-31 | 2017-02-13 | $4,180 | $1,516 | $2,664 | $2,664 |
| 50 MSA Safety Inc | P | 2009-05-08 | 2017-04-28 | $3,914 | $1,153 | $2,761 | $2,761 |
| 70 Eaton Corp PLC | P | 2016-03-14 | 2017-08-02 | $5,150 | $4,245 | $905 | $905 |
| 40 Eaton Corp PLC | P | 2015-11-25 | 2017-08-02 | $2,943 | $2,327 | $616 | $616 |
| 80 Broadridge Financial Solutions | P | 2014-12-12 | 2017-08-02 | $6,033 | $3,545 | $2,488 | $2,488 |
| 290 National Instrs Corp | P | 2015-03-24 | 2017-08-02 | $11,800 | $9,489 | $2,311 | $2,311 |
| 75 McDonalds Corp | P | 2015-03-03 | 2017-08-14 | $11,760 | $7,491 | $4,269 | $4,269 |
| 50 Stryker Corp | P | 2011-05-06 | 2017-08-14 | $7,267 | $2,981 | $4,286 | $4,286 |
| 20 Stryker Corp | P | 2011-01-27 | 2017-08-14 | $2,907 | $1,166 | $1,741 | $1,741 |
| 180 Fidelity Natl Financial | P | 2016-06-23 | 2017-08-14 | $8,507 | $6,414 | $2,093 | $2,093 |
| 180 Fidelity Natl Financial | P | 2016-04-29 | 2017-08-14 | $8,507 | $5,736 | $2,771 | $2,771 |
| 80 Stryker Corp | P | 2011-01-27 | 2017-08-23 | $11,111 | $4,663 | $6,448 | $6,448 |
| 0 DowDupont Inc | P | 2013-08-30 | 2017-09-01 | $7 | $4 | $3 | $3 |
| 1 Blacknight Inc | P | 2012-10-04 | 2017-10-02 | $35 | $14 | $21 | $21 |
| 52 Blacknight Inc | P | 2016-04-29 | 2017-10-06 | $2,262 | $1,474 | $788 | $788 |
| 171 Blacknight Inc | P | 2012-10-04 | 2017-10-06 | $7,415 | $2,799 | $4,616 | $4,616 |
| 160 MSA Safety Inc | P | 2009-05-08 | 2017-10-06 | $12,387 | $3,690 | $8,697 | $8,697 |
| 330 MSA Safety Inc | P | 2009-05-08 | 2017-10-12 | $25,844 | $7,610 | $18,234 | $18,234 |
| 14 Blackrock Inc Tr-cap gain dist | P | 2012-05-25 | 2017-10-18 | $6,647 | $2,404 | $4,243 | $4,243 |
| 160 Portland Gen Elec | P | 2009-05-08 | 2017-10-20 | $7,214 | $3,016 | $4,198 | $4,198 |
| 100 Broadridge Financial Solutions | P | 2014-12-12 | 2017-10-20 | $8,425 | $4,431 | $3,994 | $3,994 |
| 203 LSC Communications | P | 2016-02-01 | 2017-11-15 | $2,852 | $5,966 | -$3,114 | -$3,114 |
| 240 Avangrid Inc | P | 2017-02-22 | 2017-11-17 | $12,330 | $10,302 | $2,028 | $2,028 |
| 240 Avangrid Inc | P | 2017-01-11 | 2017-11-17 | $12,330 | $9,457 | $2,873 | $2,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $299,916 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,630 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $326,222 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,507,916 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05013 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $325,137 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,625,283 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04908 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $312,771 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,685,655 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04678 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $295,322 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,394,411 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04618 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $290,849 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,016,462 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04834 | DistributionYr5Rt |
| Total Distribution | 0.240510 | TotalDistributionRt |
| Average Distribution | 0.048102 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,863,096 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $330,129 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,899 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $334,028 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $317,135 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,798 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,798 | SubtotalAmt |
| Tax Based On Investment Income | $7,798 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,198 | TaxDueAmt |
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 | $6,662,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $305,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,967,610 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,967,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,863,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $343,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $343,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,798 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,798 | TotalTaxAmt |
| Distributable Before Adj | $335,357 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $335,357 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $335,357 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $317,135 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $317,135 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $317,135 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,357 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $317,135 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $317,135 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $18,222 | UndistributedIncomeCYAmt |
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 (10 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 | $15,840 |
| Fort Gibson Education Foundation | |||||||
| 500 S Ross | Fort Gibson | OK | 74434 | None | 501(c)(3) | Program Support | $4,000 |
| Rypien Foundation | |||||||
| PO Box 2123 | Spokane | WA | 99210 | None | PubSchl | Program Support | $25,000 |
| Jordan Speith Foundation | |||||||
| 5950 Sherry Lane Suite 600 | Dallas | TX | 75225 | None | 501(c)(3) | Program Support | $37,500 |
| K-2 Adventures Foundation | |||||||
| 20707 N Pima Road Suite L130 | Scottsdale | AZ | 85255 | None | Church | Program Support | $23,725 |
| Christian Parenting Ministries | |||||||
| 806 Janet Street | Tahleqah | OK | 74464 | None | 501(c)(3) | Program Support | $80,000 |
| Fellowship Bible Church | |||||||
| 1411 East Poplar | Fort Gibson | OK | 74434 | None | 501(c)(3) | Program Support | $10,000 |
| 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 | $90,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $317,065 | 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 | $145,915 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $299,916 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $145,915 | ExclusionAmt |
| Related Or Exempt Function Incm | $299,916 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $445,831 | 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 | Tax Preparation | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,400 | 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 | $2,344,193 | EOYBookValueAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| Equity Income Portfolio | $1,559,672 |
| Small Cap Portfolio | $1,424,825 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | State Reg Fee | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $70 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investments Management Fee | CategoryTxt |
| Amt | $53,448 | Amt |
| Net Investment Income | $53,448 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $53,448 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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