YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG FAMILY FOUNDATION (EIN 04-3525914)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-01-22
- IRS object ID
- 201630229349100403
- Schema version
- 2014v6.0
- 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
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-22T08:55:46-08:00 | ReturnTs |
| Tax Period End | 2015-11-30 | 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 | 2014-12-01 | 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 | 2016-01-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Molly R Reeves | PreparerPersonNm |
| PTIN | P00102700 | PTIN |
| Phone | 9186832931 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,534,497 | 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 | $140,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,911 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $140,911 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,462,287 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,430 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $76 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $221,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $221,341 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $140,911 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,595 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,595 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,595 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $46,165 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,165 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $46,165 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $7,890 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,650 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $48,760 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $326,793 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $326,793 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $383,443 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $48,760 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $326,863 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$162,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,581 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $92,151 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $253,660 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,742 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,742 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $321,466 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $150,383 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $151,404 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,767,367 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,944,487 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,143,756 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,154,068 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,202,923 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,202,595 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,496,561 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,334,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,534,497 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,496,561 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,334,535 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,496,561 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,334,535 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,496,561 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,334,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,496,561 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$162,026 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,334,535 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,334,535 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (183 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100,000 U S Tsy Notes | P | 2014-05-21 | 2015-11-25 | $101,787 | $101,691 | $96 | $96 |
| 50,000 U S Tsy Notes | P | 2014-03-07 | 2015-11-30 | $50,886 | $50,729 | $157 | $157 |
| 16,110 SBA GTD Ptnct | P | 2012-12-10 | 2015-08-10 | $16,109 | $17,094 | -$985 | -$985 |
| 50,000 Cons Nat Gas Co | P | 2013-06-27 | 2014-12-01 | $50,000 | $50,000 | ||
| 50,000 PPG Inds Inc | P | 2014-03-03 | 2014-12-20 | $57,747 | $57,416 | $331 | $331 |
| 75,000 Thermo Fisher Scientific Inc | P | 2011-03-30 | 2015-05-01 | $75,000 | $75,000 | ||
| 75,000 EOG Res Inc | P | 2011-03-18 | 2015-06-01 | $75,000 | $75,000 | ||
| 188 Califonia Res Corp Com | P | 2014-01-28 | 2014-12-11 | $1,102 | $1,449 | -$347 | -$347 |
| 260 Douglas Dynamics Inc Com | P | 2013-12-11 | 2014-12-12 | $5,306 | $4,311 | $995 | $995 |
| 430 Royal Dutch Shell PLC | P | 2014-07-11 | 2014-12-29 | $30,430 | $37,369 | -$6,939 | -$6,939 |
| 100 Royal Dutch Shell PLC | P | 2014-09-18 | 2014-12-29 | $7,077 | $8,212 | -$1,135 | -$1,135 |
| 67 Hillenbrand Inc Com | P | 2013-10-14 | 2015-01-13 | $2,199 | $1,957 | $242 | $242 |
| 63 Hillenbrand Inc Com | P | 2013-10-14 | 2015-01-14 | $2,058 | $1,840 | $218 | $218 |
| 140 Gallagher Arthur J & Co | P | 2014-09-03 | 2015-01-16 | $6,444 | $6,548 | -$104 | -$104 |
| 140 Gallagher Arthur J & Co | P | 2014-05-22 | 2015-01-16 | $6,444 | $6,454 | -$10 | -$10 |
| 280 Gallagher Arthur J & Co | P | 2014-01-09 | 2015-01-16 | $12,887 | $13,409 | -$522 | -$522 |
| 113 Gallagher Arthur J & Co | P | 2013-09-24 | 2015-01-16 | $5,201 | $5,022 | $179 | $179 |
| 397 Gallagher Arthur J & Co | P | 2013-09-24 | 2015-01-21 | $18,032 | $17,645 | $387 | $387 |
| 70 Emerson Elec | P | 2014-06-19 | 2015-01-23 | $4,073 | $4,738 | -$665 | -$665 |
| 60 Mid-Amer Apt Cmntys Inc | P | 2012-02-08 | 2015-01-29 | $4,830 | $3,867 | $963 | $963 |
| 80 Mid-Amer Apt Cmntys Inc | P | 2012-02-08 | 2015-02-06 | $5,998 | $5,156 | $842 | $842 |
| 10 Mid-Amer Apt Cmntys Inc | P | 2012-03-09 | 2015-02-06 | $750 | $644 | $106 | $106 |
| 90 UIL Hldg Corp | P | 2013-12-20 | 2015-02-09 | $3,856 | $3,468 | $388 | $388 |
| 90 ONE Gas Inc Com | P | 2014-12-09 | 2015-02-10 | $3,777 | $3,817 | -$40 | -$40 |
| 20 Douglas Dynamics Inc Com | P | 2013-12-11 | 2015-02-19 | $443 | $332 | $111 | $111 |
| 220 Douglas Dynamics Inc Com | P | 2011-05-19 | 2015-02-19 | $4,869 | $3,345 | $1,524 | $1,524 |
| 100 UIL Hldg Corp | P | 2013-12-20 | 2015-02-27 | $5,079 | $3,853 | $1,226 | $1,226 |
| 156 Greif Inc | P | 2014-10-08 | 2015-03-05 | $6,167 | $6,959 | -$792 | -$792 |
| 4 Greif Inc | P | 2014-10-08 | 2015-03-05 | $151 | $178 | -$27 | -$27 |
| 80 Greif Inc | P | 2011-05-19 | 2015-03-05 | $3,019 | $5,191 | -$2,172 | -$2,172 |
| 113 Hillenbrand Inc Com | P | 2014-02-13 | 2015-03-11 | $3,365 | $3,326 | $39 | $39 |
| 6 Hillenbrand Inc Com | P | 2013-10-14 | 2015-03-11 | $179 | $175 | $4 | $4 |
| 111 Hillenbrand Inc Com | P | 2013-10-14 | 2015-03-12 | $3,346 | $3,242 | $104 | $104 |
| 130 Cleco Corp New Com | P | 2014-01-08 | 2015-04-07 | $7,068 | $6,001 | $1,067 | $1,067 |
| 34 Cleco Corp New Com | P | 2013-02-07 | 2015-04-07 | $1,848 | $1,462 | $386 | $386 |
| 32 Cleco Corp New Com | P | 2013-02-05 | 2015-04-07 | $1,740 | $1,369 | $371 | $371 |
| 204 Cleco Corp New Com | P | 2013-02-05 | 2015-04-08 | $11,084 | $8,730 | $2,354 | $2,354 |
| 90 Cleco Corp New Com | P | 2013-02-06 | 2015-04-08 | $4,890 | $3,851 | $1,039 | $1,039 |
| 150 Cinemark Hldgs Inc Com | P | 2013-11-12 | 2015-05-05 | $6,161 | $5,055 | $1,106 | $1,106 |
| 110 Cinemark Hldgs Inc Com | P | 2013-09-17 | 2015-05-05 | $4,518 | $3,435 | $1,083 | $1,083 |
| 30 United Parcel Service | P | 2012-04-05 | 2015-05-21 | $3,056 | $2,406 | $650 | $650 |
| 100 Marsh & McLennan Cos Inc | P | 2012-06-12 | 2015-05-21 | $5,895 | $3,217 | $2,678 | $2,678 |
| 260 United Parcel Service | P | 2012-04-05 | 2015-05-29 | $25,778 | $20,849 | $4,929 | $4,929 |
| 190 Fidelity Natl Financial | P | 2013-10-31 | 2015-07-07 | $7,277 | $4,477 | $2,800 | $2,800 |
| 10 Fidelity Natl Financial | P | 2012-10-04 | 2015-07-07 | $383 | $185 | $198 | $198 |
| 240 Abbott Laboratories | P | 2013-10-24 | 2015-07-15 | $11,831 | $9,010 | $2,821 | $2,821 |
| 110 Chemours Co Com | P | 2013-08-30 | 2015-07-22 | $1,346 | $1,507 | -$161 | -$161 |
| 300 Firstmerit Corp | P | 2014-04-01 | 2015-07-29 | $5,535 | $6,441 | -$906 | -$906 |
| 210 Firstmerit Corp | P | 2014-04-28 | 2015-07-29 | $3,874 | $4,049 | -$175 | -$175 |
| 360 Firstmerit Corp | P | 2012-09-19 | 2015-07-29 | $6,642 | $5,595 | $1,047 | $1,047 |
| 70 Firstmerit Corp | P | 2011-09-30 | 2015-07-29 | $1,292 | $815 | $477 | $477 |
| 100 Emerson Elec | P | 2014-09-17 | 2015-08-05 | $4,993 | $6,484 | -$1,491 | -$1,491 |
| 530 Royal Dutch Shell PLC | P | 2015-02-04 | 2015-09-23 | $25,236 | $36,167 | -$10,931 | -$10,931 |
| 80 Royal Dutch Shell PLC | P | 2015-06-10 | 2015-09-23 | $3,811 | $4,796 | -$985 | -$985 |
| 530 Eaton Corp PLC | P | 2015-03-11 | 2015-10-20 | $27,989 | $35,395 | -$7,406 | -$7,406 |
| 170 Eaton Corp PLC | P | 2015-08-27 | 2015-10-20 | $8,977 | $9,595 | -$618 | -$618 |
| 490 Procter & Gamble | P | 2014-09-19 | 2015-10-20 | $36,383 | $41,499 | -$5,116 | -$5,116 |
| 410 Exxon Mobil Corp | P | 2015-09-23 | 2015-10-27 | $33,104 | $29,863 | $3,241 | $3,241 |
| 380 United Technologies | P | 2015-10-21 | 2015-11-25 | $36,977 | $37,365 | -$388 | -$388 |
| 540 Colgate Palmolive Co Com | P | 2015-10-21 | 2015-11-25 | $35,910 | $36,257 | -$347 | -$347 |
| 70 Ameriprise Finl Inc | P | 2009-05-08 | 2014-12-12 | $9,073 | $1,931 | $7,142 | $7,142 |
| 90 Portland Gen Elec | P | 2009-05-08 | 2015-02-09 | $3,331 | $1,696 | $1,635 | $1,635 |
| 100 UIL Hldg Corp | P | 2009-05-08 | 2015-02-27 | $5,079 | $2,427 | $2,652 | $2,652 |
| 380 Greif Inc | P | 2009-05-08 | 2015-03-05 | $14,341 | $18,412 | -$4,071 | -$4,071 |
| 140 Deluxe Corp Com | P | 2010-03-12 | 2015-05-04 | $9,155 | $2,670 | $6,485 | $6,485 |
| 60 UIL Hldg Corp | P | 2009-05-08 | 2015-05-21 | $3,023 | $1,456 | $1,567 | $1,567 |
| 180 Diageo PLC ADR | P | 2009-05-08 | 2015-05-21 | $20,228 | $9,498 | $10,730 | $10,730 |
| 440 Emerson Elec | P | 2009-05-08 | 2015-08-05 | $21,971 | $15,830 | $6,141 | $6,141 |
| 110 Forum Energy Tech Inc | P | 2014-10-23 | 2014-12-29 | $2,356 | $2,901 | -$545 | -$545 |
| 25 Forum Energy Tech Inc | P | 2012-09-25 | 2014-12-29 | $535 | $648 | -$113 | -$113 |
| 235 Forum Energy Tech Inc | P | 2012-09-24 | 2014-12-29 | $5,032 | $6,023 | -$991 | -$991 |
| 180 Forum Energy Tech Inc | P | 2012-08-31 | 2014-12-29 | $3,855 | $4,261 | -$406 | -$406 |
| 261 Forum Energy Tech Inc | P | 2012-08-29 | 2014-12-29 | $5,589 | $6,150 | -$561 | -$561 |
| 240 Forum Energy Tech Inc | P | 2012-09-04 | 2014-12-29 | $5,140 | $5,653 | -$513 | -$513 |
| 113 Forum Energy Tech Inc | P | 2012-08-28 | 2014-12-29 | $2,420 | $2,639 | -$219 | -$219 |
| 66 Forum Energy Tech Inc | P | 2012-08-27 | 2014-12-29 | $1,413 | $1,518 | -$105 | -$105 |
| 60 Bonanza Creek Energy Inc | P | 2014-11-18 | 2014-12-29 | $1,426 | $2,236 | -$810 | -$810 |
| 590 Bonanza Creek Energy Inc | P | 2013-01-17 | 2014-12-29 | $14,022 | $18,629 | -$4,607 | -$4,607 |
| 672 Matador Res Co | P | 2014-04-23 | 2014-12-29 | $13,230 | $18,880 | -$5,650 | -$5,650 |
| 378 Matador Res Co | P | 2014-04-22 | 2014-12-29 | $7,442 | $10,324 | -$2,882 | -$2,882 |
| 110 Matador Res Co | P | 2014-05-08 | 2014-12-29 | $2,166 | $2,833 | -$667 | -$667 |
| 120 Matador Res Co | P | 2014-11-12 | 2014-12-29 | $2,363 | $2,842 | -$479 | -$479 |
| 39 Wesco Aircraft Hldgs Inc | P | 2014-10-16 | 2015-01-02 | $544 | $696 | -$152 | -$152 |
| 91 Wesco Aircraft Hldgs Inc | P | 2014-10-15 | 2015-01-02 | $1,271 | $1,566 | -$295 | -$295 |
| 170 Wesco Aircraft Hldgs Inc | P | 2013-12-30 | 2015-01-02 | $2,374 | $3,758 | -$1,384 | -$1,384 |
| 685 Wesco Aircraft Hldgs Inc | P | 2013-12-20 | 2015-01-02 | $9,564 | $14,867 | -$5,303 | -$5,303 |
| 465 Wesco Aircraft Hldgs Inc | P | 2013-12-19 | 2015-01-02 | $6,493 | $9,765 | -$3,272 | -$3,272 |
| 48 Cambrex Corp Com | P | 2014-02-07 | 2015-01-07 | $1,023 | $995 | $28 | $28 |
| 55 Hillenbrand Inc Com | P | 2013-12-30 | 2015-01-13 | $1,806 | $1,626 | $180 | $180 |
| 12 Hillenbrand Inc Com | P | 2013-12-31 | 2015-01-13 | $394 | $355 | $39 | $39 |
| 63 Hillenbrand Inc Com | P | 2013-12-31 | 2015-01-14 | $2,059 | $1,863 | $196 | $196 |
| 144 Cambrex Corp Com | P | 2014-02-07 | 2015-01-26 | $3,226 | $2,985 | $241 | $241 |
| 102 Cambrex Corp Com | P | 2014-02-06 | 2015-01-26 | $2,285 | $2,071 | $214 | $214 |
| 67 Cambrex Corp Com | P | 2014-02-05 | 2015-01-26 | $1,501 | $1,342 | $159 | $159 |
| 111 Cambrex Corp Com | P | 2014-02-04 | 2015-01-26 | $2,486 | $2,216 | $270 | $270 |
| 508 Cambrex Corp Com | P | 2014-02-11 | 2015-01-26 | $11,380 | $9,640 | $1,740 | $1,740 |
| 170 Cambrex Corp Com | P | 2014-10-16 | 2015-01-26 | $3,808 | $2,997 | $811 | $811 |
| 50 Mid-Amer Apt Cmntys Inc | P | 2011-11-22 | 2015-01-29 | $4,028 | $2,873 | $1,155 | $1,155 |
| 160 MA Com Tech Solns | P | 2014-01-22 | 2015-02-03 | $4,719 | $2,754 | $1,965 | $1,965 |
| 36 MA Com Tech Solns | P | 2013-02-08 | 2015-02-03 | $1,062 | $611 | $451 | $451 |
| 73 MA Com Tech Solns | P | 2013-02-01 | 2015-02-03 | $2,153 | $1,226 | $927 | $927 |
| 31 MA Com Tech Solns | P | 2013-02-19 | 2015-02-03 | $914 | $513 | $401 | $401 |
| 90 UIL Hldg Corp | P | 2013-12-20 | 2015-02-06 | $3,933 | $3,468 | $465 | $465 |
| 100 ONE Gas Inc Com | P | 2014-12-05 | 2015-02-09 | $4,230 | $4,214 | $16 | $16 |
| 30 Mid-Amer Apt Cmntys Inc | P | 2011-11-22 | 2015-02-09 | $2,219 | $1,724 | $495 | $495 |
| 80 MGE Energy Inc Com | P | 2014-01-27 | 2015-02-13 | $3,415 | $3,048 | $367 | $367 |
| 46 United Stationers Inc Com | P | 2014-03-18 | 2015-02-26 | $1,868 | $1,909 | -$41 | -$41 |
| 34 United Stationers Inc Com | P | 2014-03-17 | 2015-02-26 | $1,381 | $1,408 | -$27 | -$27 |
| 530 United Stationers Inc Com | P | 2013-04-18 | 2015-02-26 | $21,520 | $19,600 | $1,920 | $1,920 |
| 80 United Stationers Inc Com | P | 2013-05-03 | 2015-02-26 | $3,248 | $2,673 | $575 | $575 |
| 110 UIL Hldg Corp | P | 2013-12-20 | 2015-02-27 | $5,587 | $4,239 | $1,348 | $1,348 |
| 119 Vishay Inter Tech Inc | P | 2013-07-26 | 2015-03-11 | $1,604 | $1,838 | -$234 | -$234 |
| 151 Vishay Inter Tech Inc | P | 2013-07-29 | 2015-03-11 | $2,035 | $2,315 | -$280 | -$280 |
| 230 Vishay Inter Tech Inc | P | 2013-07-23 | 2015-03-11 | $3,100 | $3,515 | -$415 | -$415 |
| 10 Hillenbrand Inc Com | P | 2013-12-31 | 2015-03-11 | $298 | $296 | $2 | $2 |
| 49 Hillenbrand Inc Com | P | 2014-01-08 | 2015-03-11 | $1,459 | $1,421 | $38 | $38 |
| 55 Hillenbrand Inc Com | P | 2014-01-09 | 2015-03-11 | $1,638 | $1,594 | $44 | $44 |
| 56 Hillenbrand Inc Com | P | 2014-01-09 | 2015-03-13 | $1,668 | $1,623 | $45 | $45 |
| 50 Hillenbrand Inc Com | P | 2013-10-04 | 2015-03-13 | $1,489 | $1,409 | $80 | $80 |
| 300 Scripps E W Co | P | 2014-09-12 | 2015-04-07 | $7,276 | $5,668 | $1,608 | $1,608 |
| 77 La Z Boy Inc Com | P | 2013-01-07 | 2015-04-23 | $2,084 | $1,203 | $881 | $881 |
| 50 Steris Corp Com | P | 2012-12-26 | 2015-04-23 | $3,526 | $1,736 | $1,790 | $1,790 |
| 30 Vishay Inter Tech Inc | P | 2013-07-23 | 2015-04-23 | $392 | $458 | -$66 | -$66 |
| 893 Vishay Inter Tech Inc | P | 2013-05-15 | 2015-04-23 | $11,660 | $13,472 | -$1,812 | -$1,812 |
| 457 Vishay Inter Tech Inc | P | 2013-05-14 | 2015-04-23 | $5,967 | $6,674 | -$707 | -$707 |
| 200 Vishay Inter Tech Inc | P | 2013-06-07 | 2015-04-23 | $2,612 | $2,918 | -$306 | -$306 |
| 230 Vishay Inter Tech Inc | P | 2014-01-21 | 2015-04-23 | $3,003 | $3,348 | -$345 | -$345 |
| 210 Vishay Inter Tech Inc | P | 2013-10-10 | 2015-04-23 | $2,742 | $2,673 | $69 | $69 |
| 19 La Z Boy Inc Com | P | 2013-01-07 | 2015-04-24 | $518 | $297 | $221 | $221 |
| 64 La Z Boy Inc Com | P | 2012-09-12 | 2015-04-24 | $1,744 | $986 | $758 | $758 |
| 10 Pacwest Bancorp Del Com | P | 2013-06-11 | 2015-04-27 | $447 | $285 | $162 | $162 |
| 120 Pacwest Bancorp Del Com | P | 2013-01-09 | 2015-04-27 | $5,363 | $3,214 | $2,149 | $2,149 |
| 92 Journal Media Grp Inc Com | P | 2014-09-12 | 2015-05-12 | $831 | $637 | $194 | $194 |
| 220 Journal Media Grp Inc Com | P | 2014-09-12 | 2015-05-13 | $1,973 | $1,526 | $447 | $447 |
| 62 Journal Media Grp Inc Com | P | 2014-10-15 | 2015-05-13 | $559 | $335 | $224 | $224 |
| 650 CBIZ Inc Com | P | 2013-11-11 | 2015-06-05 | $5,892 | $5,800 | $92 | $92 |
| 80 Bank of Ozarks Inc Com | P | 2014-03-31 | 2015-06-10 | $3,744 | $2,723 | $1,021 | $1,021 |
| 40 Bank of Ozarks Inc Com | P | 2014-03-12 | 2015-06-10 | $1,872 | $1,335 | $537 | $537 |
| 160 Bank of Ozarks Inc Com | P | 2014-03-12 | 2015-06-15 | $7,455 | $5,340 | $2,115 | $2,115 |
| 139 MA Com Tech Solns | P | 2014-06-03 | 2015-06-15 | $5,467 | $2,649 | $2,818 | $2,818 |
| 41 MA Com Tech Solns | P | 2014-05-30 | 2015-06-15 | $1,613 | $758 | $855 | $855 |
| 70 MA Com Tech Solns | P | 2013-02-19 | 2015-06-15 | $2,753 | $1,159 | $1,594 | $1,594 |
| 147 Methode Electrs Inc | P | 2015-01-23 | 2015-06-16 | $6,415 | $5,330 | $1,085 | $1,085 |
| 83 Methode Electrs Inc | P | 2015-01-26 | 2015-06-16 | $3,622 | $2,991 | $631 | $631 |
| 40 ICU Med Inc | P | 2014-01-23 | 2015-06-16 | $3,783 | $2,650 | $1,133 | $1,133 |
| 40 ICU Med Inc | P | 2014-05-14 | 2015-06-16 | $3,783 | $2,390 | $1,393 | $1,393 |
| 60 Integra Lifesciences Hldgs | P | 2014-01-08 | 2015-06-16 | $4,001 | $2,990 | $1,011 | $1,011 |
| 37 Integra Lifesciences Hldgs | P | 2014-06-12 | 2015-06-16 | $2,468 | $1,765 | $703 | $703 |
| 13 Integra Lifesciences Hldgs | P | 2014-06-10 | 2015-06-16 | $867 | $619 | $248 | $248 |
| 33 Independent Bank Corp Mass | P | 2012-07-02 | 2015-06-24 | $1,575 | $977 | $598 | $598 |
| 37 Independent Bank Corp Mass | P | 2012-07-02 | 2015-06-25 | $1,769 | $1,096 | $673 | $673 |
| 20 Independent Bank Corp Mass | P | 2011-02-02 | 2015-06-25 | $956 | $563 | $393 | $393 |
| 90 Bank of Ozarks Inc Com | P | 2014-03-12 | 2015-07-02 | $4,035 | $3,004 | $1,031 | $1,031 |
| 0 Seaspine Hldgs Corp | P | 2012-09-20 | 2015-07-02 | $6 | $4 | $2 | $2 |
| 700 Bonanza Creek Energy Inc | P | 2015-02-04 | 2015-07-21 | $7,016 | $20,087 | -$13,071 | -$13,071 |
| 7 Seaspine Hldgs Corp | P | 2014-06-10 | 2015-07-22 | $112 | $97 | $15 | $15 |
| 32 Seaspine Hldgs Corp | P | 2012-09-21 | 2015-07-22 | $533 | $407 | $126 | $126 |
| 131 Seaspine Hldgs Corp | P | 2012-09-20 | 2015-07-22 | $2,212 | $1,673 | $539 | $539 |
| 33 Seaspine Hldgs Corp | P | 2013-09-27 | 2015-07-22 | $562 | $407 | $155 | $155 |
| 150 Pacwest Bancorp Del Com | P | 2013-01-09 | 2015-07-30 | $6,904 | $4,018 | $2,886 | $2,886 |
| 40 Steris Corp Com | P | 2012-12-26 | 2015-08-20 | $2,627 | $1,389 | $1,238 | $1,238 |
| 40 ICU Med Inc | P | 2014-08-12 | 2015-08-20 | $4,725 | $2,498 | $2,227 | $2,227 |
| 159 Pacwest Bancorp Del Com | P | 2013-01-09 | 2015-08-20 | $6,990 | $4,259 | $2,731 | $2,731 |
| 381 Pacwest Bancorp Del Com | P | 2013-01-09 | 2015-08-21 | $16,507 | $10,205 | $6,302 | $6,302 |
| 440 CBIZ Inc Com | P | 2013-11-11 | 2015-10-16 | $4,844 | $3,926 | $918 | $918 |
| 210 CBIZ Inc Com | P | 2013-11-06 | 2015-10-16 | $2,312 | $1,778 | $534 | $534 |
| 256 CBIZ Inc Com | P | 2013-11-06 | 2015-10-20 | $2,821 | $2,167 | $654 | $654 |
| 234 CBIZ Inc Com | P | 2013-11-06 | 2015-10-21 | $2,596 | $1,981 | $615 | $615 |
| 60 Steris Corp Com | P | 2012-12-26 | 2015-10-29 | $4,195 | $2,084 | $2,111 | $2,111 |
| 80 Bank of Ozarks Inc Com | P | 2014-03-12 | 2015-10-29 | $4,075 | $2,670 | $1,405 | $1,405 |
| 280 MA Com Tech Solns | P | 2013-02-19 | 2015-11-03 | $9,148 | $4,634 | $4,514 | $4,514 |
| 320 Steris Corp Com | P | 2012-12-26 | 2015-11-03 | $24,174 | $11,113 | $13,061 | $13,061 |
| 127 Steris PLC Shs | P | 2015-11-03 | 2015-11-03 | $9,589 | $9,594 | -$5 | -$5 |
| 193 Steris PLC Shs | P | 2015-11-03 | 2015-11-04 | $14,657 | $14,580 | $77 | $77 |
| 40 Mid-Amer Apt Cmntys Inc | P | 2010-10-27 | 2015-01-29 | $3,222 | $2,438 | $784 | $784 |
| 70 Portland Gen Elec | P | 2010-03-12 | 2015-02-09 | $2,589 | $1,350 | $1,239 | $1,239 |
| 10 Mid-Amer Apt Cmntys Inc | P | 2010-07-06 | 2015-02-09 | $740 | $508 | $232 | $232 |
| 147 Mid-Amer Apt Cmntys Inc | P | 2010-07-06 | 2015-02-19 | $10,858 | $7,466 | $3,392 | $3,392 |
| 113 Mid-Amer Apt Cmntys Inc | P | 2010-07-06 | 2015-02-20 | $8,377 | $5,739 | $2,638 | $2,638 |
| 110 UIL Hldg Corp | P | 2010-03-12 | 2015-02-27 | $5,079 | $2,828 | $2,251 | $2,251 |
| 310 ACI Worldwide Inc | P | 2010-10-11 | 2015-06-15 | $7,673 | $2,371 | $5,302 | $5,302 |
| 40 J & J Snack Food Corp | P | 2010-04-27 | 2015-08-21 | $4,545 | $1,882 | $2,663 | $2,663 |
| 50 J & J Snack Food Corp | P | 2010-04-27 | 2015-09-30 | $5,651 | $2,353 | $3,298 | $3,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,430 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$45,532 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $312,771 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,685,655 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04678 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $295,322 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,394,411 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04618 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $290,849 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,016,462 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04834 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $295,070 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,096,467 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04840 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $282,808 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,847,686 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04836 | DistributionYr5Rt |
| Total Distribution | 0.23807 | TotalDistributionRt |
| Average Distribution | 0.04761 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,625,283 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $315,456 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,726 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $317,182 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $326,863 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,726 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,726 | SubtotalAmt |
| Tax Based On Investment Income | $1,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,874 | OverpaymentAmt |
| Applied To ES Tax | $5,874 | AppliedToESTaxAmt |
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 | $6,531,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,726,176 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,726,176 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,893 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,625,283 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $331,264 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $331,264 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,726 | TotalTaxAmt |
| Distributable Before Adj | $329,538 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $329,538 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $329,538 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $326,863 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $326,863 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,726 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $325,137 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $329,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $326,793 | UndistributedIncomePYAmt |
| Qualifying Distributions | $326,863 | QualifyingDistributionsAmt |
| Applied To Year1 | $326,793 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $329,468 | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NSU Foundation | |||||||
| 601 N Grand Avenue | Tahlequah | OK | 74464 | N/A | 501(c)(3) | Program Support | $35,000 |
| NSU Campus Christian Fellowship | |||||||
| P O Box 886 | Tahlequah | OK | 74465 | N/A | 501(c)(3) | Program Support | $80,000 |
| First Baptist Church of Hulbert | |||||||
| 126 East Fifth Street | Hulbert | OK | 74441 | N/A | Church | Program Support | $37,293 |
| Student Mobilization | |||||||
| P O Box 567 | Conway | AR | 72033 | N/A | 501(c)(3) | Program Support | $12,000 |
| Tim Tebow Foundation | |||||||
| 2220 Cnty Rd 210 Ste 108 PMB 317 | Jacksonville | FL | 32259 | N/A | 501(c)(3) | Program support | $162,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $326,793 | 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 | $140,911 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,430 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $221,417 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $221,417 | 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 | $2,595 | Amt |
| Net Investment Income | $2,595 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,595 | 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 | $2,202,923 | EOYBookValueAmt |
| EOYFMV | $2,202,595 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equity Income Portfolio | $1,503,309 | $2,150,781 |
| Small Cap Portfolio | $1,441,178 | $1,992,975 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $150,383 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $151,404 | USGovtObligationsEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $76 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Mgmt Fees | CategoryTxt |
| Amt | $46,165 | Amt |
| Net Investment Income | $46,165 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $46,165 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Federal Excise Tax | $7,820 | |
| State Registration Fee | $70 | $70 |
Comments