BETA

FUGITT FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FUGITT FOUNDATION (EIN 20-1189418)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-17
IRS object ID
201842609349100014
Schema version
2017v2.3
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)
Return2018-09-17T10:24:31-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731377275PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14900 RICHMOND SQUARE STE 202AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73118ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201189418EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY FUGITTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9184293150PhoneNum
Signature2018-09-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRANDEL T DUNNPreparerPersonNm
PTINP00086350PTIN
Phone4058480684PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.175.169.162IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-09-17IPDt
IP Tm10:06:20IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE93F25C67F920C50F9883E0C2B157E3E3264D6A6AtSubmissionCreationDeviceId
At Submission Filing Device Id08E9AEE36F0A2599120309AB84BB6E449E703B31AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,640,619FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$120,463DividendsRevAndExpnssAmt
Dividends Net Invst Incm$120,463DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$93,457NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$776,227GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$93,457CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,649OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,649OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$215,569TotalRevAndExpnssAmt
Total Net Invst Incm$215,569TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,105OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,105OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,842TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,842TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$123OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,620TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,497TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$372,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$372,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$399,120TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,497TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$372,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$183,551ExcessRevenueOverExpensesAmt
Net Investment Income$189,072NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$39,501CashBOYAmt
Cash EOY$49,328CashEOYAmt
Cash EOYFMV$49,328CashEOYFMVAmt
Sav And Temp Cash Invst BOY$34,279SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$78,338SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$78,338SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$269,890USGovernmentObligationsBOYAmt
US Government Obligations EOY$116,996USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$118,351USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,720,154CorporateStockBOYAmt
Corporate Stock EOY$2,478,589CorporateStockEOYAmt
Corporate Stock EOYFMV$3,733,588CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,520,969CorporateBondsBOYAmt
Corporate Bonds EOY$1,527,991CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,510,334CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$150,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$150,680OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,584,793TotalAssetsBOYAmt
Total Assets EOY$4,401,242TotalAssetsEOYAmt
Total Assets EOYFMV$5,640,619TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,584,793RetainedEarningBOYAmt
Retained Earning EOY$4,401,242RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,584,793TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,401,242TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,584,793TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,401,242TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,584,793TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$183,551ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,401,242SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,401,242TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SHORT TERM - PUBLICLY TRADED SECURITIES$19,901$17,771$2,130$2,130
LONG TERM COVERED - PUBLICLY TRADED SECURITIES$330,433$283,204$47,229$47,229
LONG TERM NOT COVERED - PUBLICLY TRADED SECURITIES$425,869$381,795$44,074$44,074
CAPITAL GAINS DIVIDENDS$24$24$24P
FieldValueIRS element (for citing)
Capital Gain Net Income$93,457CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$217,659AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,144,477NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.042309DistributionYr1Rt
Adjusted Qlfy Distri Yr2$342,507AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,127,822NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.066794DistributionYr2Rt
Adjusted Qlfy Distri Yr3$197,836AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,420,537NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.036497DistributionYr3Rt
Adjusted Qlfy Distri Yr4$156,058AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,357,194NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.029131DistributionYr4Rt
Adjusted Qlfy Distri Yr5$325,526AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,646,237NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.070062DistributionYr5Rt
Total Distribution0.244793TotalDistributionRt
Average Distribution0.048959AverageDistributionRt
Net Vl Noncharitable Assets$5,425,404NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$265,622AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,891NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$267,513AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$372,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,891InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,891SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,891TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,324EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,324TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,433OverpaymentAmt
Applied To ES Tax$2,433AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY FUGITT
PO BOX 1226MCALESTEROK74502TRUSTEE, PRESIDENT2.00$0$0$0
RUYANA FUGITT
PO BOX 1226MCALESTEROK74502TRUSTEE, VICE PRESIDENT2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,421,341AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,683AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,508,024TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,508,024AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$82,620CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,425,404NetVlNoncharitableAssetsAmt
Minimum Investment Return$271,270MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$271,270MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,891TaxBasedOnInvestmentIncomeAmt
Total Tax$1,891TotalTaxAmt
Distributable Before Adj$269,379DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$269,379DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$269,379DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$372,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$372,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,891PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$370,609AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$269,379DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$372,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$269,379AppliedToCurrentYearAmt
Remaining Distri From Corpus$103,121RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$103,121TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$103,121ExcessDistriCyovToNextYrAmt
Excess From Current Year$103,121ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF MCALESTER
305 EAST CHADICKMCALESTEROK74501NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$30,000
CURT LANDRY MINISTRIES
PO BOX 430FAIRLANDOK74343NONEPCRELIGIOUS - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$1,000
CENTRAL OKLAHOMA HABITAT FOR HUMANITY
1558 S MAINMCALESTEROK74501NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$5,000
KINGS HOUSE
124 V HUBERT SMITH DRIVEMCALESTEROK74501NONEPCRELIGIOUS - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$310,000
PARKINSON FOUNDATION OF OKLAHOMA
720 W WILSHIRE BLVD 109OKLAHOMA CITYOK73116NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$5,000
SAMARITAN'S PURSE
PO BOX 3000BOONENC28607NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$1,000
THE CENTER FOR GLOCAL LEADERSHIP
PO BOX 1074BEDFORDTX76095NONEPCRELIGIOUS - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$500
THE THERAPEUTIC EQUESTRIAN ASSOCIATION OF MCALESTER
PO BOX 3056MCALESTEROK74502NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$10,000
YOUNG LIFE
PO BOX 70065PRESCOTTAZ86304NONEPCCHARITABLE - TO FURTHER THE PROGRAMS OF THE ORGANIZATION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$372,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$120,463ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,649ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$93,457ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$215,569ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$215,569TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,550Amt
Net Investment Income$5,550NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,527,991EOYBookValueAmt
EOYFMV$1,510,334EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$2,478,589EOYBookValueAmt
EOYFMV$3,733,588EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$116,996USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$118,351USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCERTIFICATES OF DEPOSITCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$150,000BookValueAmt
EOYFMV$150,680EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$107$0$0
BANK CHARGES$16$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NON-DIVIDEND DISTRIBUTIONS$1,459$1,459$0
OTHER INCOME$190$190$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$19,105Amt
Net Investment Income$19,105NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,842Amt
Net Investment Income$1,842NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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