BETA

FUGITT FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FUGITT FOUNDATION (EIN 20-1189418)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-09
IRS object ID
201613149349100711
Schema version
2015v2.1
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)
Return2016-11-09T10:02:17-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731078673PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PETERS & CHANDLER PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12601 NW EXPRESSWAY ST STE 600EAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731127209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICAH B STEELMANPreparerPersonNm
PTINP00883013PTIN
Phone4058439371PhoneNum
Preparation2016-11-02PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,028,305FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$176,047ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$44,922InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$42,660InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$70,685DividendsRevAndExpnssAmt
Dividends Net Invst Incm$70,685DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$79,769NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,112,353GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$79,769CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$982OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$140OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$372,405TotalRevAndExpnssAmt
Total Net Invst Incm$193,254TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,750AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$17,394OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,394OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,886TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,798TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$410OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$410OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$23,440TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,352TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$344,206ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$344,206ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$367,646TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,352TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$344,206TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,759ExcessRevenueOverExpensesAmt
Net Investment Income$169,902NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$101,283CashBOYAmt
Cash EOY$10,775CashEOYAmt
Cash EOYFMV$10,774CashEOYFMVAmt
Sav And Temp Cash Invst BOY$104,414SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$72,165SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$72,165SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$556,910USGovernmentObligationsBOYAmt
US Government Obligations EOY$417,586USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$427,128USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,088,855CorporateStockBOYAmt
Corporate Stock EOY$2,664,025CorporateStockEOYAmt
Corporate Stock EOYFMV$3,036,397CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,777,815CorporateBondsBOYAmt
Corporate Bonds EOY$1,470,479CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,441,089CorporateBondsEOYFMVAmt
Other Investments BOY$7,333OtherInvestmentsBOYAmt
Other Investments EOY$6,339OtherInvestmentsEOYAmt
Other Investments EOYFMV$40,752OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,636,610TotalAssetsBOYAmt
Total Assets EOY$4,641,369TotalAssetsEOYAmt
Total Assets EOYFMV$5,028,305TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,636,610RetainedEarningBOYAmt
Retained Earning EOY$4,641,369RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,636,610TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,641,369TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,636,610TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,641,369TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,636,610TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,759ExcessRevenueOverExpensesAmt
Subtotal$4,641,369SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,641,369TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ST SECURITIES - SEE ATTACHEDP2014-12-172015-12-09$12,554$13,776-$1,222-$1,222
LT SECURITIES - SEE ATTACHEDP2012-07-182015-12-29$1,084,609$1,018,808$65,801$65,801
FieldValueIRS element (for citing)
Capital Gain Net Income$79,769CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$197,836AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,420,537NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036497DistributionYr1Rt
Adjusted Qlfy Distri Yr2$156,058AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,357,194NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029131DistributionYr2Rt
Adjusted Qlfy Distri Yr3$325,526AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,646,237NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.070062DistributionYr3Rt
Adjusted Qlfy Distri Yr4$241,218AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,674,126NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051607DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,132,206NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000726DistributionYr5Rt
Total Distribution0.188023TotalDistributionRt
Average Distribution0.037605AverageDistributionRt
Net Vl Noncharitable Assets$5,127,822NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$192,832AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,699NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$194,531AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$344,206QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,699InvestmentIncomeExciseTaxAmt
Subtotal$1,699SubtotalAmt
Tax Based On Investment Income$1,699TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,537EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,537TotalPaymentsAndCreditsAmt
Overpayment$6,838OverpaymentAmt
Applied To ES Tax$6,838AppliedToESTaxAmt

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
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GARY FUGITTBusinessNameLine1Txt
FieldValueIRS element (for citing)
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 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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGARY FUGITTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1226AddressLine1Txt
CityMCALESTERCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74502ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

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$5,052,263AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$111,930AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$41,718FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,205,911TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,205,911AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$78,089CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,127,822NetVlNoncharitableAssetsAmt
Minimum Investment Return$256,391MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$256,391MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,699TaxBasedOnInvestmentIncomeAmt
Total Tax$1,699TotalTaxAmt
Distributable Before Adj$254,692DistributableBeforeAdjAmt
Distributable Before Ded$254,692DistributableBeforeDedAmt
Distributable As Adjusted$254,692DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$344,206ExpensesAndContributionsAmt
Qualifying Distributions$344,206QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,699PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$342,507AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$254,692DistributableAsAdjustedAmt
Undistributed Income PY$58,043UndistributedIncomePYAmt
Qualifying Distributions$344,206QualifyingDistributionsAmt
Applied To Year1$58,043AppliedToYear1Amt
Applied To Current Year$254,692AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,471RemainingDistriFromCorpusAmt
Total Corpus$31,471TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$31,471ExcessDistriCyovToNextYrAmt
Excess From Current Year$31,471ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
KINGS HOUSE
20 E CHEROKEEMCALESTEROK74501N/ARELIGIOUS$253,300
TEACH THE CHILDREN
PO BOX 700832TULSAOK74170N/ACHARITABLE$300
HOPE HOUSE
PO BOX 3041MCALESTEROK74502N/ACHARITABLE$5,000
BOYS & GIRLS CLUB
305 E CHEROKEEMCALESTEROK74501N/ACHARITABLE$15,000
TANNEHILL PUBLIC SCHOOL
200 E ADAMSMCALESTEROK74501N/ACHARITABLE$6,079
MY OLIVE TREE
PO BOX 340FAIRLANDOK74345N/ARELIGIOUS$177
CURT LANDRY MINISTRIES
PO BOX 340FAIRLANDOK74345N/ARELIGIOUS$5,950
KIM CLEMENT MINISTRIES
PO BOX 470520TULSAOK74147N/ARELIGIOUS$400
TEAM
PO BOX 3056MCALESTEROK74502N/ACHARITABLE$40,000
YOUNG LIFE
608 NELSON RDMCALESTEROK74501N/ACHARITABLE$10,500
CHOOSE TO GIVE
30 E CHOCTAWMCALESTEROK74501N/ACHARITABLE$1,000
LAKEWOOD CHRISTIAN SCHOOL
30 E CHOCTAW RDMCALESTEROK74501N/ACHARITABLE$1,000
HABITAT FOR HUMANITY
1558 S MAINMCALESTEROK74501N/ACHARITABLE$5,000
MCALESTER REGIONAL HEALTH FOUNDATIO
PO BOX 1226MCALESTEROK74502N/ACHARITABLE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$344,206TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,922ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$70,685ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$140RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$79,769ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
OTHER INCOME$87
MAGELLAN MIDSTREAM PARTNERS211110$755

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$755UnrelatedBusinessTaxblIncmAmt
Exclusion$195,376ExclusionAmt
Related Or Exempt Function Incm$227RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$196,358TotalIncomeProducingActyAmt

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 PersonGARY FUGITTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1226AddressLine1Txt
CityMCALESTERCityNm
State AbbreviationOKStateAbbreviationCd
ZIP74502ZIPCd
FieldValueIRS element (for citing)
Total Contributions$176,047TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$3,750Amt
Net Investment Income$3,750NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$1,470,479EOYBookValueAmt
EOYFMV$1,441,089EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$2,664,025EOYBookValueAmt
EOYFMV$3,036,397EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$417,586USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$427,128USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMAGELLAN MIDSTREAMCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$6,339BookValueAmt
EOYFMV$40,752EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MISCELLANEOUS$359$359
BANK CHARGES$51$51

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
NON-DIVIDEND DISTRIBUTION$140$140
OTHER INCOME$87
MAGELLAN MIDSTREAM PARTNERS$755

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$17,394Amt
Net Investment Income$17,394NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$1,798$1,798
FEDERAL TAXES$88

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