MUNCRIEF FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MUNCRIEF FAMILY FOUNDATION (EIN 46-1611054)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-13
IRS object ID
201512259349101151
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)
Return2015-08-13T16:19:21-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1531 COUCH DRAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731022251ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461611054EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MUNCRIEF FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMUNCBusinessNameControlTxt
Phone4058332721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP730130469ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD MUNCRIEFPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4058332721PhoneNum
Signature2015-07-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERRY BOEHRERPreparerPersonNm
PTINP00179476PTIN
Phone4052397961PhoneNum
Preparation2015-07-31PreparationDt
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$363,140FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,695ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$18InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$4,997DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,997DividendsNetInvstIncmAmt
Dividends Adj Net Incm$4,997DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,604NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,604GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,604CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$108,314TotalRevAndExpnssAmt
Total Net Invst Incm$7,619TotalNetInvstIncmAmt
Total Adj Net Incm$5,015TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$875AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$875AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,012OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,012OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$49TaxesRevAndExpnssAmt
Taxes Net Invst Incm$49TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,936TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,061TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$875TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,135ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,135ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,071TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,061TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$80,243ExcessRevenueOverExpensesAmt
Net Investment Income$5,558NetInvestmentIncomeAmt
Adjusted Net Income$5,015AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$202,415CashBOYAmt
Cash EOY$163,189CashEOYAmt
Cash EOYFMV$163,189CashEOYFMVAmt
Corporate Stock BOY$154,373CorporateStockBOYAmt
Corporate Stock EOY$243,873CorporateStockEOYAmt
Corporate Stock EOYFMV$199,951CorporateStockEOYFMVAmt
Total Assets BOY$356,788TotalAssetsBOYAmt
Total Assets EOY$407,062TotalAssetsEOYAmt
Total Assets EOYFMV$363,140TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$356,788UnrestrictedBOYAmt
Unrestricted EOY$407,062UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$356,788TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$407,062TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$356,788TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$407,062TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$356,788TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$80,243ExcessRevenueOverExpensesAmt
Subtotal$437,031SubtotalAmt
Other Decreases$29,969OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$407,062TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$2,604CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,063AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$288,427NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052225DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$107,435NetVlNoncharitableAssetsYr2Amt
Total Distribution0.052225TotalDistributionRt
Average Distribution0.052225AverageDistributionRt
Net Vl Noncharitable Assets$367,725NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,204AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$56NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$19,260AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$26,010QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$56InvestmentIncomeExciseTaxAmt
Subtotal$56SubtotalAmt
Tax Based On Investment Income$56TaxBasedOnInvestmentIncomeAmt
Tax Due$56TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD GAIL MINCRIEFIndividualWithBooksNm
Phone4058332721PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73013ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts 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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD MUNCRIEF
11315 HILLSDALE DREDMONDOK730130469DIRECTOR1.00$0$0$0
GAIL MUNCRIEF
11315 HILLSDALE DREDMONDOK73013DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$182,660AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$190,665AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$373,325TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$373,325AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,600CashDeemedCharitableAmt
Net Vl Noncharitable Assets$367,725NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,386MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,386MinimumInvestmentReturnAmt
Tax Based On Investment Income$56TaxBasedOnInvestmentIncomeAmt
Total Tax$56TotalTaxAmt
Distributable Before Adj$18,330DistributableBeforeAdjAmt
Distributable Before Ded$18,330DistributableBeforeDedAmt
Distributable As Adjusted$18,330DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,010ExpensesAndContributionsAmt
Qualifying Distributions$26,010QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$56PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$25,954AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,330DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$517ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$517TotalExcessDistributionCyovAmt
Qualifying Distributions$26,010QualifyingDistributionsAmt
Applied To Current Year$18,330AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,680RemainingDistriFromCorpusAmt
Total Corpus$8,197TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$8,197ExcessDistriCyovToNextYrAmt
Excess From Year1$517ExcessFromYear1Amt
Excess From Current Year$7,680ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MEMORIAL ROAD CHURCH OF CHRIST
2221 E MEMORIAL ROADEDMONDOK73013501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$15,500
OKLAHOMA CHRISTIAN UNIVERSITY
2501 E MEMORIAL ROADEDMONDOK73013501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$2,000
MS FOUNDATION
4606 EAST 67TH STTULSAOK74136501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$100
NATL COWBOY & WESTERN MUSEUM
1700 NE 63RD STOKLAHOMA CITYOK73111501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$5,000
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE 1700CHICAGOIL60601501(C)(3)UNRESTRICTED GIFT FOR OPERARTING EXP$1,035
DUKE ANGLES AMONG US
DUMC BOX 3624DURHAMNC27710501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,135TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,997ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,604ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,619ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,619TotalIncomeProducingActyAmt

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 PersonRICHARD GAIL MUNCRIEFContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1Txt
CityEDMONDCityNm
State AbbreviationOKStateAbbreviationCd
ZIP730130469ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,695TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyCONTINENTAL RESOURCES STOCKNoncashPropertyDesc
Fair Market Value$100,695FairMarketValueAmt
Received2014-12-31ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$875Amt
Disbursements Charitable Prps$875DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS, OPTIONS & ETFS$170,665$117,376
MUTUAL FUNDS$73,208$82,575

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAINDesc
Amt$29,969Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$2,012Amt
Net Investment Income$2,012NetInvestmentIncomeAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonRICHARD GAIL MUNCRIEFPersonNm

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$49Amt
Net Investment Income$49NetInvestmentIncomeAmt

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