YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- YOUNG FAMILY FOUNDATION (EIN 04-3525914)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-01-26
- IRS object ID
- 201500269349100400
- Schema version
- 2013v4.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-26T12:29:56-08:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moffitt Parker and Co Inc | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 State St Ste 900 | AddressLine1 |
| City | Muskogee | City |
| State | OK | State |
| ZIP Code | 74401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | FORT GIBSON | City |
| State | OK | State |
| ZIP Code | 74434 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA B YOUNG | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2015-01-26 | 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 | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,706,385 | 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 | $131,796 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,796 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $131,796 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $289,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,159,259 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $289,540 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $421,336 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $421,336 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $131,796 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,528 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,528 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,528 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $45,573 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,573 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $45,573 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $10,856 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,236 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,236 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,957 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,337 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $50,337 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $312,701 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $312,701 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $371,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,337 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $50,337 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $312,771 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $49,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $370,999 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $81,459 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $916,160 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $253,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $253,660 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $299,962 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $321,466 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $322,771 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,456,363 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,767,367 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,957,144 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,774,398 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,154,068 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,172,810 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,446,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,496,561 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,706,385 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,446,883 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,496,561 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,446,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,496,561 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,446,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,496,561 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,446,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $49,678 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,496,561 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,496,561 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (209 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 60,000 Delmarva Pwr & Lt Bonds | P | 2012-10-26 | 2013-12-01 | $60,000 | $60,000 | ||
| 3,735 Small Bus Adm GTD Ptnct Bonds | P | 2012-12-10 | 2014-02-11 | $3,735 | $3,963 | -$228 | -$228 |
| 50,000 CSX Corp Bonds | P | 2009-01-27 | 2014-02-15 | $50,000 | $50,000 | ||
| 100,000 Paccar Inc Bonds | P | 2009-06-23 | 2014-02-15 | $100,000 | $100,000 | ||
| 25,000 Union Pac Corp Bonds | P | 2013-05-31 | 2014-02-15 | $25,000 | $25,000 | ||
| 50,000 Union Pac Corp Bonds | P | 2010-05-25 | 2014-02-15 | $50,000 | $50,000 | ||
| 60,000 GTE Corp Bonds | P | 2013-03-19 | 2014-03-19 | $71,811 | $71,254 | $557 | $557 |
| 75,000 NStar Elec Co Bonds | P | 2011-04-12 | 2014-04-15 | $75,000 | $75,000 | ||
| 200,000 Fed Farm Cr Bks Bonds | P | 2009-07-07 | 2014-04-17 | $200,000 | $200,000 | ||
| 100,000 BB&T Corp Bonds | P | 2009-06-18 | 2014-04-30 | $100,000 | $100,000 | ||
| 935 Small Bus Adm GTD Ptnct Bonds | P | 2012-12-10 | 2014-05-12 | $935 | $993 | -$58 | -$58 |
| 75,000 Bellsouth Corp Bonds | P | 2013-02-28 | 2014-07-15 | $82,659 | $82,659 | ||
| 50,000 Detroit Edison Co Bonds | P | 2014-05-09 | 2014-07-23 | $51,285 | $51,285 | ||
| 2,476 Small Bus Adm GTD Ptnct Bonds | P | 2012-12-10 | 2014-08-12 | $2,476 | $2,628 | -$152 | -$152 |
| 80,000 Pacificorp Bonds | P | 2013-04-02 | 2014-08-15 | $80,000 | $80,000 | ||
| 100,000 Norfolk Southern Corp Bonds | P | 2009-04-22 | 2014-09-17 | $100,000 | $100,000 | ||
| 25,000 Penn St Higher Ed Bonds | P | 2007-09-13 | 2014-10-30 | $25,000 | $25,002 | -$2 | -$2 |
| 110,000 Fed Home Loan Banks Bonds | P | 2014-05-23 | 2014-10-30 | $110,000 | $110,000 | ||
| 50,000 Penn St Higher Ed Bonds | P | 2007-09-13 | 2014-11-06 | $50,000 | $50,005 | -$5 | -$5 |
| 371 Small Bus Adm GTD Ptnct Bonds | P | 2012-12-10 | 2014-11-10 | $371 | $394 | -$23 | -$23 |
| 60 Bob Evans Farms Inc | P | 2012-10-26 | 2013-12-04 | $3,115 | $2,274 | $841 | $841 |
| 170 Deluxe Corp Com | P | 2010-03-12 | 2013-12-11 | $8,386 | $3,243 | $5,143 | $5,143 |
| 150 West Pharm Svsc Inc | P | 2011-01-27 | 2013-12-11 | $7,131 | $3,075 | $4,056 | $4,056 |
| 110 Bob Evans Farms Inc | P | 2012-10-26 | 2013-12-11 | $5,561 | $4,169 | $1,392 | $1,392 |
| 140 Bob Evans Farms Inc | P | 2012-11-21 | 2013-12-11 | $7,077 | $4,995 | $2,082 | $2,082 |
| 100 Ameriprise Finl Inc | P | 2009-05-08 | 2014-01-06 | $11,321 | $2,759 | $8,562 | $8,562 |
| 130 Tal Intl Group Inc | P | 2012-12-14 | 2014-01-09 | $6,114 | $4,394 | $1,720 | $1,720 |
| 100 Tal Intl Group Inc | P | 2011-06-21 | 2014-01-09 | $4,703 | $3,221 | $1,482 | $1,482 |
| 880 First Niagara Finl | P | 2009-07-23 | 2014-01-09 | $8,959 | $10,497 | -$1,538 | -$1,538 |
| 480 First Niagara Finl | P | 2009-05-27 | 2014-01-09 | $4,887 | $5,655 | -$768 | -$768 |
| 740 First Niagara Finl | P | 2012-07-30 | 2014-01-09 | $7,534 | $5,687 | $1,847 | $1,847 |
| 170 Devon Energy Corp Com | P | 2012-01-17 | 2014-01-28 | $10,064 | $10,837 | -$773 | -$773 |
| 160 Devon Energy Corp Com | P | 2012-08-21 | 2014-01-28 | $9,472 | $9,626 | -$154 | -$154 |
| 450 Sonoco Prods Co | P | 2009-05-08 | 2014-01-29 | $18,537 | $11,573 | $6,964 | $6,964 |
| 60 West Pharm Svsc Inc | P | 2011-01-27 | 2014-02-04 | $2,754 | $1,230 | $1,524 | $1,524 |
| 170 Fidelity National Finl | P | 2012-12-20 | 2014-02-05 | $5,213 | $4,069 | $1,144 | $1,144 |
| 250 Fidelity National Finl | P | 2012-10-04 | 2014-02-05 | $7,667 | $5,559 | $2,108 | $2,108 |
| 60 West Pharm Svsc Inc | P | 2011-01-27 | 2014-02-05 | $2,728 | $1,230 | $1,498 | $1,498 |
| 200 EOG Res Inc Com | P | 2012-06-29 | 2014-04-28 | $9,715 | $4,484 | $5,231 | $5,231 |
| 79 West Pharm Svsc Inc | P | 2011-01-27 | 2014-05-13 | $3,394 | $1,620 | $1,774 | $1,774 |
| 248 West Pharm Svsc Inc | P | 2011-01-27 | 2014-05-14 | $10,400 | $5,084 | $5,316 | $5,316 |
| 133 West Pharm Svsc Inc | P | 2011-01-27 | 2014-05-15 | $5,523 | $2,727 | $2,796 | $2,796 |
| 181 Smucker Co | P | 2009-05-08 | 2014-06-17 | $19,192 | $7,384 | $11,808 | $11,808 |
| 320 Accenture PLC Ireland Cl A | P | 2009-05-08 | 2014-06-18 | $26,404 | $9,486 | $16,918 | $16,918 |
| 109 Smucker Co | P | 2009-05-08 | 2014-06-18 | $11,556 | $4,446 | $7,110 | $7,110 |
| 1 Fidelity National Finl | P | 2012-10-04 | 2014-07-01 | $11 | $7 | $4 | $4 |
| 170 Cleco Corp New | P | 2013-02-07 | 2014-07-02 | $9,905 | $7,309 | $2,596 | $2,596 |
| 223 Fidelity National Finl | P | 2012-10-04 | 2014-07-10 | $3,476 | $2,521 | $955 | $955 |
| 63 Fidelity National Finl | P | 2013-10-31 | 2014-07-10 | $988 | $915 | $73 | $73 |
| 180 Halliburton Co Com | P | 2013-02-05 | 2014-07-10 | $12,471 | $7,395 | $5,076 | $5,076 |
| 340 Colgate Palmolive | P | 2011-06-17 | 2014-08-18 | $21,972 | $14,924 | $7,048 | $7,048 |
| 110 Halliburton Co Com | P | 2009-05-08 | 2014-09-03 | $7,419 | $2,551 | $4,868 | $4,868 |
| 110 Baxter Intl Inc | P | 2014-03-31 | 2014-09-17 | $7,994 | $8,113 | -$119 | -$119 |
| 420 Baxter Intl Inc | P | 2013-06-20 | 2014-09-17 | $30,523 | $28,678 | $1,845 | $1,845 |
| 50 Baxter Intl Inc | P | 2014-01-30 | 2014-09-17 | $3,634 | $3,480 | $154 | $154 |
| 175 Tal Intl Group Inc | P | 2011-06-21 | 2014-10-23 | $7,080 | $5,259 | $1,821 | $1,821 |
| 56 Tal Intl Group Inc | P | 2011-06-20 | 2014-10-23 | $2,266 | $1,617 | $649 | $649 |
| 127 Tal Intl Group Inc | P | 2011-06-20 | 2014-10-27 | $5,064 | $3,668 | $1,396 | $1,396 |
| 142 Tal Intl Group Inc | P | 2011-06-17 | 2014-10-27 | $5,662 | $4,039 | $1,623 | $1,623 |
| 181 Douglas Dynamics Inc | P | 2011-05-23 | 2014-10-30 | $3,716 | $2,754 | $962 | $962 |
| 69 Douglas Dynamics Inc | P | 2011-05-23 | 2014-11-03 | $1,443 | $1,050 | $393 | $393 |
| 120 Douglas Dynamics Inc | P | 2011-05-20 | 2014-11-03 | $2,509 | $1,825 | $684 | $684 |
| 116 Douglas Dynamics Inc | P | 2011-05-20 | 2014-11-14 | $2,662 | $1,765 | $897 | $897 |
| 80 Tiffany & Co New Com | P | 2012-10-11 | 2014-11-17 | $8,116 | $5,047 | $3,069 | $3,069 |
| 10 Tiffany & Co New Com | P | 2012-07-19 | 2014-11-17 | $1,015 | $572 | $443 | $443 |
| 64 Douglas Dynamics Inc | P | 2011-05-20 | 2014-11-17 | $1,460 | $974 | $486 | $486 |
| 30 Douglas Dynamics Inc | P | 2011-05-19 | 2014-11-17 | $684 | $456 | $228 | $228 |
| 70 Microsoft Corp Com | P | 2011-05-10 | 2014-11-21 | $3,340 | $1,808 | $1,532 | $1,532 |
| 90 Microsoft Corp Com | P | 2011-03-17 | 2014-11-21 | $4,294 | $2,254 | $2,040 | $2,040 |
| 120 Bob Evans Farms Inc | P | 2012-06-05 | 2013-12-04 | $6,241 | $4,802 | $1,439 | $1,439 |
| 190 Protective Life Corp | P | 2011-09-30 | 2013-12-04 | $9,109 | $3,018 | $6,091 | $6,091 |
| 10 Prosperity Bancshares Inc | P | 2011-12-14 | 2013-12-05 | $625 | $382 | $243 | $243 |
| 150 Prosperity Bancshares Inc | P | 2009-05-08 | 2013-12-05 | $9,371 | $4,479 | $4,892 | $4,892 |
| 160 Prosperity Bancshares Inc | P | 2009-05-08 | 2013-12-11 | $9,861 | $4,778 | $5,083 | $5,083 |
| 200 Firstmerit Corp | P | 2011-05-12 | 2013-12-16 | $4,371 | $3,446 | $925 | $925 |
| 160 Firstmerit Corp | P | 2011-03-09 | 2013-12-16 | $3,497 | $2,750 | $747 | $747 |
| 161 Chemtura Corp | P | 2012-11-16 | 2013-12-16 | $4,294 | $3,059 | $1,235 | $1,235 |
| 219 Chemtura Corp | P | 2012-11-16 | 2013-12-17 | $5,816 | $4,160 | $1,656 | $1,656 |
| 70 Teledyne Tech Inc | P | 2011-06-15 | 2013-12-17 | $6,242 | $3,296 | $2,946 | $2,946 |
| 680 Chemtura Corp | P | 2012-11-16 | 2013-12-18 | $18,029 | $12,918 | $5,111 | $5,111 |
| 11 Teledyne Tech Inc | P | 2011-06-15 | 2013-12-20 | $998 | $518 | $480 | $480 |
| 189 Teledyne Tech Inc | P | 2011-06-14 | 2013-12-20 | $17,154 | $8,821 | $8,333 | $8,333 |
| 110 Tal Intl Group Inc | P | 2012-12-17 | 2014-01-09 | $5,168 | $3,766 | $1,402 | $1,402 |
| 52 Bancorpsouth Inc | P | 2013-05-06 | 2014-01-15 | $1,262 | $846 | $416 | $416 |
| 138 Bancorpsouth Inc | P | 2013-05-06 | 2014-01-16 | $3,327 | $2,245 | $1,082 | $1,082 |
| 120 Bob Evans Farms Inc | P | 2012-06-05 | 2014-01-22 | $5,711 | $4,802 | $909 | $909 |
| 90 Bob Evans Farms Inc | P | 2012-06-05 | 2014-01-23 | $4,206 | $3,601 | $605 | $605 |
| 50 FEI Co | P | 2009-05-08 | 2014-01-28 | $4,549 | $1,006 | $3,543 | $3,543 |
| 41 Fair Isaac Corp | P | 2012-10-26 | 2014-02-04 | $2,142 | $1,875 | $267 | $267 |
| 86 West Pharm Svsc Inc | P | 2012-04-30 | 2014-02-04 | $3,952 | $1,941 | $2,011 | $2,011 |
| 20 West Pharm Svsc Inc | P | 2012-04-30 | 2014-02-05 | $910 | $451 | $459 | $459 |
| 64 West Pharm Svsc Inc | P | 2012-05-01 | 2014-02-05 | $2,913 | $1,444 | $1,469 | $1,469 |
| 89 Fair Isaac Corp | P | 2012-10-26 | 2014-02-06 | $4,572 | $4,070 | $502 | $502 |
| 109 Glatfelter Com | P | 2012-08-20 | 2014-02-13 | $3,175 | $1,821 | $1,354 | $1,354 |
| 151 Glatfelter Com | P | 2012-08-20 | 2014-02-14 | $4,364 | $2,523 | $1,841 | $1,841 |
| 20 Glatfelter Com | P | 2011-03-03 | 2014-02-14 | $578 | $252 | $326 | $326 |
| 60 Bob Evans Farms Inc | P | 2012-06-05 | 2014-02-18 | $2,992 | $2,401 | $591 | $591 |
| 50 Bob Evans Farms Inc | P | 2012-07-17 | 2014-02-18 | $2,493 | $1,997 | $496 | $496 |
| 26 Bob Evans Farms Inc | P | 2012-10-25 | 2014-02-18 | $1,296 | $992 | $304 | $304 |
| 114 Bob Evans Farms Inc | P | 2012-10-26 | 2014-02-18 | $5,684 | $4,327 | $1,357 | $1,357 |
| 69 Enernoc Inc | P | 2013-10-18 | 2014-02-24 | $1,519 | $1,113 | $406 | $406 |
| 181 Enernoc Inc | P | 2013-10-18 | 2014-02-25 | $3,916 | $2,919 | $997 | $997 |
| 20 Enernoc Inc | P | 2013-09-24 | 2014-02-25 | $433 | $301 | $132 | $132 |
| 220 Firstmerit Corp | P | 2011-03-09 | 2014-03-03 | $4,510 | $3,781 | $729 | $729 |
| 400 Firstmerit Corp | P | 2012-10-11 | 2014-03-03 | $8,200 | $5,924 | $2,276 | $2,276 |
| 70 West Pharm Svsc Inc | P | 2012-05-01 | 2014-03-04 | $3,225 | $1,580 | $1,645 | $1,645 |
| 150 Enernoc Inc | P | 2013-09-24 | 2014-03-04 | $3,214 | $2,256 | $958 | $958 |
| 320 Fair Isaac Corp | P | 2012-10-26 | 2014-03-04 | $17,323 | $14,634 | $2,689 | $2,689 |
| 20 Fair Isaac Corp | P | 2012-11-21 | 2014-03-04 | $1,083 | $862 | $221 | $221 |
| 20 Tal Intl Group Inc | P | 2012-12-17 | 2014-03-07 | $887 | $670 | $217 | $217 |
| 15 Tal Intl Group Inc | P | 2012-06-28 | 2014-03-07 | $665 | $470 | $195 | $195 |
| 57 Tal Intl Group Inc | P | 2011-06-20 | 2014-03-07 | $2,528 | $1,729 | $799 | $799 |
| 90 U S Ecology Inc | P | 2011-01-14 | 2014-03-10 | $3,436 | $1,634 | $1,802 | $1,802 |
| 48 U S Ecology Inc | P | 2009-05-08 | 2014-03-10 | $1,832 | $860 | $972 | $972 |
| 90 West Pharm Svsc Inc | P | 2012-05-01 | 2014-03-10 | $4,156 | $2,031 | $2,125 | $2,125 |
| 62 U S Ecology Inc | P | 2009-05-08 | 2014-03-11 | $2,363 | $1,111 | $1,252 | $1,252 |
| 80 Lancaster Colony Corp | P | 2011-01-27 | 2014-03-11 | $7,554 | $4,619 | $2,935 | $2,935 |
| 92 Tal Intl Group Inc | P | 2011-06-20 | 2014-03-11 | $3,911 | $2,791 | $1,120 | $1,120 |
| 116 Tal Intl Group Inc | P | 2011-06-17 | 2014-03-11 | $4,931 | $3,468 | $1,463 | $1,463 |
| 100 Tal Intl Group Inc | P | 2011-08-26 | 2014-03-11 | $4,251 | $2,682 | $1,569 | $1,569 |
| 108 Altra Hldgs Inc | P | 2012-05-16 | 2014-03-13 | $3,775 | $1,860 | $1,915 | $1,915 |
| 102 Altra Hldgs Inc | P | 2012-05-17 | 2014-03-13 | $3,566 | $1,729 | $1,837 | $1,837 |
| 50 Core Mark Hldg | P | 2010-05-24 | 2014-03-21 | $3,634 | $1,367 | $2,267 | $2,267 |
| 220 Core Mark Hldg | P | 2009-05-08 | 2014-03-21 | $15,991 | $4,672 | $11,319 | $11,319 |
| 150 Pacwest Bancorp | P | 2013-04-02 | 2014-04-07 | $6,854 | $4,323 | $2,531 | $2,531 |
| 10 Pacwest Bancorp | P | 2013-01-09 | 2014-04-07 | $457 | $268 | $189 | $189 |
| 30 FEI Co | P | 2009-05-08 | 2014-04-07 | $2,895 | $603 | $2,292 | $2,292 |
| 170 Drew Inds Inc | P | 2011-05-02 | 2014-04-17 | $8,797 | $3,883 | $4,914 | $4,914 |
| 96 Portland Gen Elec | P | 2010-12-28 | 2014-04-17 | $3,089 | $2,129 | $960 | $960 |
| 124 Portland Gen Elec | P | 2010-12-28 | 2014-04-21 | $4,003 | $2,750 | $1,253 | $1,253 |
| 190 Bonanza Creek Energy | P | 2013-04-17 | 2014-04-21 | $9,178 | $6,311 | $2,867 | $2,867 |
| 10 Rosetta Resources Inc | P | 2010-03-12 | 2014-04-21 | $485 | $253 | $232 | $232 |
| 90 Rosetta Resources Inc | P | 2010-03-26 | 2014-04-21 | $4,362 | $2,084 | $2,278 | $2,278 |
| 80 Rosetta Resources Inc | P | 2010-01-21 | 2014-04-21 | $3,878 | $1,755 | $2,123 | $2,123 |
| 180 Drew Inds Inc | P | 2011-05-02 | 2014-05-05 | $9,057 | $4,112 | $4,945 | $4,945 |
| 380 Reachlocal Inc | P | 2013-05-08 | 2014-05-07 | $2,782 | $5,952 | -$3,170 | -$3,170 |
| 17 West Pharm Svsc Inc | P | 2012-05-01 | 2014-05-13 | $723 | $384 | $339 | $339 |
| 80 Lithia Mtrs Inc | P | 2012-10-09 | 2014-05-13 | $5,953 | $2,902 | $3,051 | $3,051 |
| 13 West Pharm Svsc Inc | P | 2012-05-01 | 2014-05-14 | $543 | $293 | $250 | $250 |
| 40 West Pharm Svsc Inc | P | 2010-11-04 | 2014-05-14 | $1,672 | $783 | $889 | $889 |
| 30 West Pharm Svsc Inc | P | 2010-11-04 | 2014-05-15 | $1,238 | $587 | $651 | $651 |
| 210 Reachlocal Inc | P | 2013-07-29 | 2014-05-15 | $1,408 | $2,784 | -$1,376 | -$1,376 |
| 434 Reachlocal Inc | P | 2013-04-11 | 2014-05-15 | $2,910 | $6,841 | -$3,931 | -$3,931 |
| 446 Reachlocal Inc | P | 2013-05-08 | 2014-05-15 | $2,990 | $6,986 | -$3,996 | -$3,996 |
| 60 Reachlocal Inc | P | 2013-04-12 | 2014-05-15 | $402 | $912 | -$510 | -$510 |
| 320 Stepan Co | P | 2013-12-03 | 2014-05-22 | $16,593 | $20,037 | -$3,444 | -$3,444 |
| 130 Stepan Co | P | 2013-11-20 | 2014-05-22 | $6,741 | $7,806 | -$1,065 | -$1,065 |
| 350 Enernoc Inc | P | 2013-09-24 | 2014-06-03 | $6,116 | $5,265 | $851 | $851 |
| 39 Lithia Mtrs Inc | P | 2012-10-09 | 2014-06-25 | $3,514 | $1,415 | $2,099 | $2,099 |
| 31 Lithia Mtrs Inc | P | 2012-10-11 | 2014-06-25 | $2,793 | $1,113 | $1,680 | $1,680 |
| 50 Mid-Amer Apt Cmntys | P | 2012-03-09 | 2014-07-18 | $3,686 | $3,220 | $466 | $466 |
| 40 Lithia Mtrs Inc | P | 2012-10-11 | 2014-07-18 | $3,642 | $1,436 | $2,206 | $2,206 |
| 170 Bancorpsouth Inc | P | 2013-05-06 | 2014-07-22 | $3,656 | $2,765 | $891 | $891 |
| 66 Bancorpsouth Inc | P | 2013-02-27 | 2014-07-22 | $1,419 | $996 | $423 | $423 |
| 36 Bancorpsouth Inc | P | 2013-02-27 | 2014-07-23 | $759 | $543 | $216 | $216 |
| 158 Bancorpsouth Inc | P | 2013-02-26 | 2014-07-23 | $3,333 | $2,337 | $996 | $996 |
| 40 Mid-Amer Apt Cmntys | P | 2012-03-09 | 2014-08-12 | $2,811 | $2,576 | $235 | $235 |
| 10 Mid-Amer Apt Cmntys | P | 2010-10-27 | 2014-08-12 | $703 | $610 | $93 | $93 |
| 13 Lithia Mtrs Inc | P | 2012-10-11 | 2014-08-18 | $1,165 | $467 | $698 | $698 |
| 19 Lithia Mtrs Inc | P | 2012-10-10 | 2014-08-18 | $1,703 | $680 | $1,023 | $1,023 |
| 28 Lithia Mtrs Inc | P | 2012-10-10 | 2014-08-19 | $2,493 | $1,003 | $1,490 | $1,490 |
| 70 Steris Corp | P | 2013-02-06 | 2014-08-27 | $3,910 | $2,782 | $1,128 | $1,128 |
| 90 Portland Gen Elec | P | 2010-03-12 | 2014-08-27 | $3,049 | $1,735 | $1,314 | $1,314 |
| 40 Mid-Amer Apt Cmntys | P | 2010-10-27 | 2014-08-27 | $2,863 | $2,438 | $425 | $425 |
| 70 West Pharm Svsc Inc | P | 2010-11-04 | 2014-08-28 | $3,037 | $1,370 | $1,667 | $1,667 |
| 47 West Pharm Svsc Inc | P | 2009-05-08 | 2014-08-28 | $2,039 | $785 | $1,254 | $1,254 |
| 313 West Pharm Svsc Inc | P | 2009-05-08 | 2014-09-02 | $13,645 | $5,229 | $8,416 | $8,416 |
| 42 Pacwest Bancorp | P | 2013-06-10 | 2014-09-05 | $1,779 | $1,209 | $570 | $570 |
| 48 Pacwest Bancorp | P | 2013-06-11 | 2014-09-05 | $2,033 | $1,366 | $667 | $667 |
| 39 Enernoc Inc | P | 2013-09-24 | 2014-09-05 | $752 | $587 | $165 | $165 |
| 111 Enernoc Inc | P | 2013-09-24 | 2014-09-08 | $2,158 | $1,670 | $488 | $488 |
| 385 Enernoc Inc | P | 2013-09-23 | 2014-09-24 | $6,966 | $5,717 | $1,249 | $1,249 |
| 86 Enernoc Inc | P | 2013-09-24 | 2014-09-24 | $1,556 | $1,294 | $262 | $262 |
| 389 Enernoc Inc | P | 2013-10-04 | 2014-09-24 | $7,039 | $5,834 | $1,205 | $1,205 |
| 100 Stifel Finl Corp | P | 2013-05-21 | 2014-09-25 | $4,766 | $3,589 | $1,177 | $1,177 |
| 110 Fuller Co | P | 2014-02-18 | 2014-09-25 | $4,160 | $5,367 | -$1,207 | -$1,207 |
| 20 Fuller Co | P | 2014-03-31 | 2014-09-25 | $756 | $969 | -$213 | -$213 |
| 70 Rosetta Resources Inc | P | 2013-07-23 | 2014-09-25 | $3,067 | $3,320 | -$253 | -$253 |
| 50 Rosetta Resources Inc | P | 2010-01-21 | 2014-09-25 | $2,191 | $1,097 | $1,094 | $1,094 |
| 80 Portland Gen Elec | P | 2010-03-12 | 2014-10-17 | $2,680 | $1,543 | $1,137 | $1,137 |
| 50 Steris Corp | P | 2013-02-06 | 2014-10-17 | $2,716 | $1,987 | $729 | $729 |
| 10 Steris Corp | P | 2013-02-07 | 2014-10-17 | $543 | $396 | $147 | $147 |
| 10 Applied Indl Tech | P | 2012-08-13 | 2014-10-17 | $445 | $408 | $37 | $37 |
| 34 Applied Indl Tech | P | 2011-01-20 | 2014-10-17 | $1,514 | $1,155 | $359 | $359 |
| 26 Applied Indl Tech | P | 2011-01-20 | 2014-10-20 | $1,143 | $883 | $260 | $260 |
| 88 U S Ecology Inc | P | 2014-09-08 | 2014-10-20 | $3,872 | $3,888 | -$16 | -$16 |
| 32 U S Ecology Inc | P | 2009-05-08 | 2014-10-20 | $1,408 | $574 | $834 | $834 |
| 40 Standex Intl Corp | P | 2014-04-30 | 2014-10-20 | $2,985 | $2,323 | $662 | $662 |
| 30 Fuller Co | P | 2014-03-31 | 2014-10-22 | $1,230 | $1,454 | -$224 | -$224 |
| 80 Fuller Co | P | 2014-05-08 | 2014-10-22 | $3,281 | $3,840 | -$559 | -$559 |
| 44 Fuller Co | P | 2014-08-26 | 2014-10-22 | $1,804 | $2,062 | -$258 | -$258 |
| 50 Rosetta Resources Inc | P | 2010-01-21 | 2014-10-22 | $1,848 | $1,097 | $751 | $751 |
| 190 Rosetta Resources Inc | P | 2010-05-19 | 2014-10-22 | $7,022 | $4,070 | $2,952 | $2,952 |
| 47 Rosetta Resources Inc | P | 2010-08-12 | 2014-10-22 | $1,737 | $962 | $775 | $775 |
| 126 Beacon Roofing Supply | P | 2012-09-28 | 2014-10-22 | $3,306 | $3,620 | -$314 | -$314 |
| 173 Rosetta Resources Inc | P | 2010-08-12 | 2014-10-23 | $6,476 | $3,543 | $2,933 | $2,933 |
| 48 Beacon Roofing Supply | P | 2012-09-28 | 2014-10-23 | $1,275 | $1,379 | -$104 | -$104 |
| 240 Beacon Roofing Supply | P | 2012-10-01 | 2014-10-23 | $6,376 | $6,850 | -$474 | -$474 |
| 236 Beacon Roofing Supply | P | 2012-09-26 | 2014-10-23 | $6,270 | $6,586 | -$316 | -$316 |
| 16 Fuller Co | P | 2014-08-26 | 2014-10-28 | $660 | $750 | -$90 | -$90 |
| 20 Fuller Co | P | 2012-11-20 | 2014-10-28 | $825 | $637 | $188 | $188 |
| 350 Fuller Co | P | 2012-02-17 | 2014-10-28 | $14,429 | $10,813 | $3,616 | $3,616 |
| 80 United Stationers Inc | P | 2013-07-23 | 2014-11-10 | $3,401 | $3,259 | $142 | $142 |
| 90 United Stationers Inc | P | 2013-04-18 | 2014-11-10 | $3,826 | $3,328 | $498 | $498 |
| 60 ICU Med Inc | P | 2013-10-22 | 2014-11-19 | $4,991 | $4,046 | $945 | $945 |
| 30 ICU Med Inc | P | 2011-04-15 | 2014-11-19 | $2,496 | $1,335 | $1,161 | $1,161 |
| 40 Steris Corp | P | 2013-02-07 | 2014-11-19 | $2,475 | $1,584 | $891 | $891 |
| 20 Steris Corp | P | 2013-02-07 | 2014-11-20 | $1,234 | $792 | $442 | $442 |
| 20 Steris Corp | P | 2012-12-26 | 2014-11-20 | $1,234 | $695 | $539 | $539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $289,540 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,333 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $295,322 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,394,411 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04618 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $290,849 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,016,462 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04834 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $295,070 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,096,467 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04840 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $282,808 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,847,686 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04836 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $338,829 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,710,365 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05934 | DistributionYr5Rt |
| Total Distribution | 0.25062 | TotalDistributionRt |
| Average Distribution | 0.05013 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,685,655 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $335,118 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,710 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $338,828 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $312,771 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,420 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,420 | SubtotalAmt |
| Tax Based On Investment Income | $7,420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $220 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMMY MURRAY | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | FORT GIBSON | City |
| State | OK | State |
| ZIP Code | 74434 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $6,096,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $690,707 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,787,467 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,787,467 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,685,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $334,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $334,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,420 | TotalTaxAmt |
| Distributable Before Adj | $326,863 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $326,863 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $326,863 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $312,771 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $312,771 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $312,771 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $326,863 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $312,701 | UndistributedIncomePYAmt |
| Qualifying Distributions | $312,771 | QualifyingDistributionsAmt |
| Applied To Year1 | $312,701 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $326,793 | 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 | AddressLine1 |
| City | Wellesley | City |
| State | MA | State |
| ZIP Code | 024812109 | ZIPCode |
| 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Northeastern State University Found | |||||||
| 812 N Cedar Ave | Tahlequah | OK | 74464 | N/A | 501(c)(3) | Program Support | $62,500 |
| 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 | None | Church | Program Support | $50,000 |
| Student Mobilization | |||||||
| P O Box 567 | Conway | AR | 72033 | None | 501(c)(3) | Program Support | $12,000 |
| Fort Gibson Education Foundation | |||||||
| 500 Ross Avenue | Fort Gibson | OK | 74434 | None | 501(c)(3) | Program Support | $28,601 |
| Prosper United Methodist Church | |||||||
| 205 S Church Street | Prosper | TX | 75078 | None | Church | Program Support | $20,000 |
| Cookson Hills Christian School Inc | |||||||
| 60416 Highway 10 | Kansas | OK | 74347 | None | 501(c)(3) | Program Support | $50,000 |
| Tahlequah Hospital Foundation | |||||||
| P O Box 1008 | Tahlequah | OK | 74465 | None | 501(c)(3) | Program Support | $9,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $312,701 | 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 | $131,796 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $289,540 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $421,336 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $421,336 | 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 | $2,528 | Amt |
| Net Investment Income | $2,528 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,528 | 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 | $2,154,068 | EOYBookValueAmt |
| EOYFMV | $2,172,810 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equity Income Portfolio | $1,364,487 | $2,035,074 |
| Small Cap Portfolio | $1,402,880 | $1,922,070 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $321,466 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $322,771 | USGovtObligationsEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Mgmt Fees | CategoryTxt |
| Amt | $45,573 | Amt |
| Net Investment Income | $45,573 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $45,573 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Excise Tax | $8,550 | |||
| Foreign Tax W/H on Dividends | $2,236 | $2,236 | $2,236 | |
| State Registration Fee | $70 | $70 |
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