BETA

MUNCRIEF FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
MUNCRIEF FAMILY FOUNDATION (EIN 46-1611054)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-07-05
IRS object ID
201711869349100116
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-07-05T15:44:13-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1531 COUCH DRAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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)
PersonRICHARD MUNCRIEFPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4058332721PhoneNum
Signature2017-06-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERRY BOEHRERPreparerPersonNm
PTINP00179476PTIN
Phone4052397961PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.171.130.187IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-06-27IPDt
IP Tm15:15:09IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDE39AAB45F88B0BA8E50F904E5B973A8291CE70AAtSubmissionCreationDeviceId
At Submission Filing Device Id623030F381B5BB40EF2DD947E71C49EA9DAF4442AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$773,933FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$304,200ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$19InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,645DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,645DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,863NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$405,276GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,863CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$308,727TotalRevAndExpnssAmt
Total Net Invst Incm$4,527TotalNetInvstIncmAmt
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$875AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$875AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,014OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,014OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,889TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,889TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,385ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,385ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$53,274TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,889TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,385TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$255,453ExcessRevenueOverExpensesAmt
Net Investment Income$1,638NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$216,762CashBOYAmt
Cash EOY$179,513CashEOYAmt
Cash EOYFMV$179,513CashEOYFMVAmt
Corporate Stock BOY$258,937CorporateStockBOYAmt
Corporate Stock EOY$563,896CorporateStockEOYAmt
Corporate Stock EOYFMV$594,420CorporateStockEOYFMVAmt
Total Assets BOY$475,699TotalAssetsBOYAmt
Total Assets EOY$743,409TotalAssetsEOYAmt
Total Assets EOYFMV$773,933TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$475,699UnrestrictedBOYAmt
Unrestricted EOY$743,409UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$475,699TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$743,409TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$475,699TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$743,409TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$475,699TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$255,453ExcessRevenueOverExpensesAmt
Other Increases$12,257OtherIncreasesAmt
Subtotal$743,409SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$743,409TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TOTAL SHORT TERM COVERED2015-07-302016-06-30$401,148$399,286$1,862$1,862
TOTAL LONG TERM COVERED2015-09-282016-10-03$4,128$4,127$1$1
FieldValueIRS element (for citing)
Capital Gain Net Income$1,863CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$46,450AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$440,286NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.105500DistributionYr1Rt
Adjusted Qlfy Distri Yr2$26,010AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$367,725NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.070732DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,063AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$288,427NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052225DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$107,435NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.228457TotalDistributionRt
Average Distribution0.057114AverageDistributionRt
Net Vl Noncharitable Assets$616,033NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,184AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$16NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$35,200AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$50,385QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$16InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$16SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$16TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$16TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD GAIL MINCRIEFIndividualWithBooksNm
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 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
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
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$440,670AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$184,744AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$625,414TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$625,414AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,381CashDeemedCharitableAmt
Net Vl Noncharitable Assets$616,033NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,802MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,802MinimumInvestmentReturnAmt
Tax Based On Investment Income$16TaxBasedOnInvestmentIncomeAmt
Total Tax$16TotalTaxAmt
Distributable Before Adj$30,786DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$30,786DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$30,786DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,385ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$50,385QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$16PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,369AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,786DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$517ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,680ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,436ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,633TotalExcessDistributionCyovAmt
Qualifying Distributions$50,385QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$30,786AppliedToCurrentYearAmt
Remaining Distri From Corpus$19,599RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$52,232TotalCorpusAmt
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$52,232ExcessDistriCyovToNextYrAmt
Excess From Year3$517ExcessFromYear3Amt
Excess From Year2$7,680ExcessFromYear2Amt
Excess From Year1$24,436ExcessFromYear1Amt
Excess From Current Year$19,599ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DUKE ANGLES AMONG US
DUMC BOX 3624DURHAMNC27710501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$1,500
HEARTS FOR HEARING
3525 NW 58TH STREET SUITE A-150OKLAHOMA CITYOK73112501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$200
MEMORIAL ROAD CHURCH OF CHRIST
2221 E MEMORIAL ROADEDMONDOK73013501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$26,000
NATIONAL MULTIPLE SCLEROSIS
8111 N STADIUM DRIVE SUITE 100HOUSTONTX77054501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$6,625
OKLAHOMA CHRISTIAN UNIVERSITY
2501 E MEMORIAL ROADEDMONDOK73013501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$2,000
OKLAHOMA PROJECT WOMAN
2727 EAST 21ST STREET 602TULSAOK74114501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$7,500
FAMILY AND CHILDRENS SERVICES
11740 EAST 21ST STREETTULSAOK74129501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$60
TECH UNIVERSITY FOUNDATION
11315 HILLSDALE DREDMONDOK73013501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$6,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,385TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,645ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,863ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,527ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,527TotalIncomeProducingActyAmt

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

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RICHARD & GAIL MUNCRIEFBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP730130469ZIPCd
FieldValueIRS element (for citing)
Total Contributions$304,200TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyWPX ENERGY STOCK 20,000.00 SHSNoncashPropertyDesc
Fair Market Value$304,200FairMarketValueAmt
Received2016-12-02ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$875Amt
Net Investment Income$875NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CONTINENTAL RESOURCES$100,695$135,293
WPX ENERGY$304,200$291,400
FIRST TRUST LARGE$15,478$16,030
FIRST TRUST LARGE$17,043$17,899
ISHARES US BASIC MATERIALS$22,215$23,035
ISHARES US INDUSTRIAL IVY$21,864$22,668
ISHARES IS FINANCIALS IYF$21,609$23,336
ISHARES CORE S&P MIDCAP ETF$15,052$16,203
ISHARES CORE S&P SMALLCAP$14,429$16,365
POWERSHARES QQQ TR SERIES 1$15,843$15,995
SPDR DOW JONES INDL$15,468$16,196

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAINDesc
Amt$12,257Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$2,014Amt
Net Investment Income$2,014NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonRICHARD GAIL MUNCRIEFPersonNm

US Address USAddress

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

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