BETA

FUGITT FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
FUGITT FOUNDATION (EIN 20-1189418)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-02
IRS object ID
201501839349100755
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-07-02T11:39:05-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-06-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICAH B STEELMANPreparerPersonNm
PTINP00883013PTIN
Phone4058439371PhoneNum
Preparation2015-06-01PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,329,440FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,097ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$40,925InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38,671InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$76,266DividendsRevAndExpnssAmt
Dividends Net Invst Incm$76,266DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$208,072NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,081,736GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$208,072CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,590OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$297OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$338,950TotalRevAndExpnssAmt
Total Net Invst Incm$323,306TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$7,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$19,001OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,001OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$22,823TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,926TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$587OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$587OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$49,911TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,014TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$200,779ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$200,779ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$250,690TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,014TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$200,779TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$88,260ExcessRevenueOverExpensesAmt
Net Investment Income$294,292NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$66,481CashBOYAmt
Cash EOY$101,283CashEOYAmt
Cash EOYFMV$101,281CashEOYFMVAmt
Sav And Temp Cash Invst BOY$27,196SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$104,414SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$104,414SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$586,557USGovernmentObligationsBOYAmt
US Government Obligations EOY$556,910USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$574,679USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,193,238CorporateStockBOYAmt
Corporate Stock EOY$2,088,855CorporateStockEOYAmt
Corporate Stock EOYFMV$2,715,731CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,667,335CorporateBondsBOYAmt
Corporate Bonds EOY$1,777,815CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,783,739CorporateBondsEOYFMVAmt
Other Investments BOY$7,543OtherInvestmentsBOYAmt
Other Investments EOY$7,333OtherInvestmentsEOYAmt
Other Investments EOYFMV$49,596OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,548,350TotalAssetsBOYAmt
Total Assets EOY$4,636,610TotalAssetsEOYAmt
Total Assets EOYFMV$5,329,440TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,548,350RetainedEarningBOYAmt
Retained Earning EOY$4,636,610RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,548,350TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,636,610TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,548,350TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,636,610TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,548,350TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$88,260ExcessRevenueOverExpensesAmt
Subtotal$4,636,610SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,636,610TotNetAstOrFundBalancesEOYAmt

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 ATTACHEDP2014-07-012014-12-31$62,424$67,562-$5,138-$5,138
LT SECURITIES - SEE ATTACHEDP2013-07-012014-12-31$1,004,338$806,102$198,236$198,236
FieldValueIRS element (for citing)
Capital Gain Net Income$208,072CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$156,058AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,357,194NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.029131DistributionYr1Rt
Adjusted Qlfy Distri Yr2$325,526AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,646,237NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.070062DistributionYr2Rt
Adjusted Qlfy Distri Yr3$241,218AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,674,126NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051607DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,132,206NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000726DistributionYr4Rt
Adjusted Qlfy Distri Yr5$101,769AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,634,109NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.028004DistributionYr5Rt
Total Distribution0.179530TotalDistributionRt
Average Distribution0.035906AverageDistributionRt
Net Vl Noncharitable Assets$5,420,537NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$194,630AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,943NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$197,573AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$200,779QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,943InvestmentIncomeExciseTaxAmt
Subtotal$2,943SubtotalAmt
Tax Based On Investment Income$2,943TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,480EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$11,480TotalPaymentsAndCreditsAmt
Overpayment$8,537OverpaymentAmt
Applied To ES Tax$8,537AppliedToESTaxAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
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$5,286,602AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$168,388AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$48,093FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,503,083TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,503,083AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$82,546CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,420,537NetVlNoncharitableAssetsAmt
Minimum Investment Return$271,027MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$271,027MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,943TaxBasedOnInvestmentIncomeAmt
Total Tax$2,943TotalTaxAmt
Distributable Before Adj$268,084DistributableBeforeAdjAmt
Distributable Before Ded$268,084DistributableBeforeDedAmt
Distributable As Adjusted$268,084DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,779ExpensesAndContributionsAmt
Qualifying Distributions$200,779QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,943PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$197,836AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$268,084DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$9,262ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$9,262TotalExcessDistributionCyovAmt
Qualifying Distributions$200,779QualifyingDistributionsAmt
Applied To Current Year$200,779AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$9,262ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$9,262ExcessDistributionCyovAppCYAmt
Undistributed Income CY$58,043UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TEACH THE CHILDREN
PO BOX 700832TULSAOK74170N/ACHARITABLE$1,950
CHOOSE TO GIVE
30 E CHOCTAWMCALESTEROK74501N/ACHARITABLE$1,500
KINGS HOUSE
20 E CHEROKEEMCALESTEROK74501N/ARELIGIOUS$152,400
HOPE HOUSE
PO BOX 3041MCALESTEROK74502N/ACHARITABLE$10,000
BOYS & GIRLS CLUB
305 E CHEROKEEMCALESTEROK74501N/ACHARITABLE$15,000
MCALESTER PUBLIC SCHOOLS
200 E ADAMSMCALESTEROK74501N/ACHARITABLE$7,000
MY OLIVE TREE
PO BOX 340FAIRLANDOK74345N/ARELIGIOUS$159
CURT LANDRY MINISTRIES
PO BOX 340FAIRLANDOK74345N/ARELIGIOUS$4,416
KIM CLEMENT MINISTRIES
PO BOX 470520TULSAOK74147N/ARELIGIOUS$754
GLORY OF ZION
PO BOX 1601DALLASTX76202N/ARELIGIOUS$100
YOUNG LIFE
608 NELSON RDMCALESTEROK74501N/ACHARITABLE$2,500
GIRL SCOUTS OF EASTERN OKLA
2432 E 51ST STTULSAOK74105N/ACHARITABLE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$200,779TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,925ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$76,266ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$297RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$208,072ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMAGELLAN MIDSTREAM PARTNERSDesc
Business211110BusinessCd
Unrelated Business Taxbl Incm$1,293UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,293UnrelatedBusinessTaxblIncmAmt
Exclusion$325,263ExclusionAmt
Related Or Exempt Function Incm$297RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$326,853TotalIncomeProducingActyAmt

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$12,097TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPCategoryTxt
Amt$7,500Amt
Net Investment Income$7,500NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDSBondNm
EOY Book Value$1,777,815EOYBookValueAmt
EOYFMV$1,783,739EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$2,088,855EOYBookValueAmt
EOYFMV$2,715,731EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$556,910USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$574,679USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMAGELLAN MIDSTREAMCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$7,333BookValueAmt
EOYFMV$49,596EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MISCELLANEOUS$564$564
BANK CHARGES$23$23

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
NON-DIVIDEND DISTRIBUTION$297$297
MAGELLAN MIDSTREAM PARTNERS$1,293

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONSULTINGCategoryTxt
Amt$19,001Amt
Net Investment Income$19,001NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$1,926$1,926
FEDERAL TAXES$20,897

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