DAVID & LEZLIE HUDIBURG FAMILY FDN: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DAVID & LEZLIE HUDIBURG FAMILY FDN (EIN 73-1573960)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-14
- IRS object ID
- 201542269349100819
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-14T16:39:23-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 COUCH DR | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731022251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731573960 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID AND LEZLIE HUDIBURG FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 4057555571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 NW 122ND STREET | AddressLine1Txt |
| Address Line2 | ROOM/SUITE D | AddressLine2Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731201955 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HUDIBURG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4057555571 | PhoneNum |
| Signature | 2015-08-08 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLAN WRIGHT | PreparerPersonNm |
| PTIN | P00112450 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2015-08-06 | PreparationDt |
| 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 | $1,792,138 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $749,416 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $35,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $341,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,344,847 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $341,108 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,126,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $376,832 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,237 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,912 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,325 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,598 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $27,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,912 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,075 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,185 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,912 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,072,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,920 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $858,538 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,949 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $952,983 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $952,983 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $103,540 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $761,206 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $761,206 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $962,078 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,792,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,792,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $439,812 | CapitalStockBOYAmt |
| Capital Stock EOY | $439,812 | CapitalStockEOYAmt |
| Retained Earning BOY | $522,266 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,352,326 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $962,078 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,792,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $962,078 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,792,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $962,078 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,072,063 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,034,141 | SubtotalAmt |
| Other Decreases | $242,003 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,792,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM SECURITIES/SEE ATTACHMENT | P | 2012-01-01 | 2014-12-31 | $1,291,994 | $969,375 | $322,619 | $322,619 |
| SHORT TERM SECURITIES/SEE ATTACHMENT | P | 2014-01-01 | 2014-12-31 | $16,995 | $16,995 | $16,995 | |
| SHORT TERM SECURITIES/SEE ATTACHMENT | P | 2014-01-01 | 2014-12-31 | $35,858 | $34,364 | $1,494 | $1,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $341,108 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,489 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,584 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $673,978 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046862 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $22,427 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $555,919 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040342 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,921 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $552,850 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046886 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,652 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $529,766 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046534 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,056 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $498,096 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064357 | DistributionYr5Rt |
| Total Distribution | 0.244981 | TotalDistributionRt |
| Average Distribution | 0.048996 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,530,219 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,975 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,629 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $78,604 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,675 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,258 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,258 | SubtotalAmt |
| Tax Based On Investment Income | $7,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,430 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $875 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,305 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $2,968 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | 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 | FOUNDATION MANAGEMENT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4057555571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2932 NW 122ND ST SUITE D | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731201955 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID R HUDIBURG | ||||||||
| 2932 NW 122ND ST | OKLAHOMA CITY | OK | 731201955 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LEZLIE L HUDIBURG | ||||||||
| 2932 NW 122ND ST | OKLAHOMA CITY | OK | 731201955 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAVIS HUDIBURG | ||||||||
| 2932 NW 122ND ST | OKLAHOMA CITY | OK | 731201955 | TRUSTEE | 1.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,444,091 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,431 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,553,522 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,553,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,530,219 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,258 | TotalTaxAmt |
| Distributable Before Adj | $69,253 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $69,253 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $69,253 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,675 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,675 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $34,675 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,253 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,205 | UndistributedIncomePYAmt |
| Qualifying Distributions | $34,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,205 | AppliedToYear1Amt |
| Applied To Current Year | $8,470 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $60,783 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID AND LEZLIE HUDIBURG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| K LIFE MINISTRIES | ||||||||
| PO BOX 54491 | OKLAHOMA CITY | OK | 731541491 | NONE | 501(C)(3) | UNRESTRICTED GIFT FOR OPERATING EXP | $4,000 | |
| POSSIBILITIES | ||||||||
| PO BOX 60254 | OKLAHOMA CITY | OK | 73146 | NONE | 501(C)(3) | UNRESTRICTED GIFT FOR OPERATING EXP | $4,000 | |
| THE HUGS PROJECTS | ||||||||
| PO BOX 6761 | EDMOND | OK | 73073 | NONE | 501(C)(3) | UNRESTRICTED GIFT FOR OPERATING EXP | $3,000 | ATTN KAREN STARK |
| UNITED WAY OF CENTRAL OKLAHOMA | ||||||||
| PO BOX 837 | OKLAHOMA CITY | OK | 73101 | NONE | 501(C)(3) | UNRESTRICTED GIFT FOR OPERATING EXP | $3,000 | |
| YWCA OKLAHOMA CITY | ||||||||
| 2460 W I-44 SERVICE ROAD | OKLAHOMA CITY | OK | 73112 | NONE | 501(C)(3) | CAPITOL CAMPAIGN | $4,000 | |
| HOPE HOUSE | ||||||||
| 2700 NW 178TH ST | EDMOND | OK | 73012 | NONE | 501(C)(3) | UNRESTRICTED GIFT FOR OPERATING EXPE | $4,000 | |
| OKLAHOMA WIZARDS FOUNDATION | ||||||||
| PO BOX 13763 | OKLAHOMA CITY | OK | 73113 | YES - DAVIS | 501(C)(3) | UNRESTRICTED GIFT FOR OPERATING EXPE | $4,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,724 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $341,108 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $376,832 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $376,832 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID HUDIBURG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6907 AVONDALE | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $749,416 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (23 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 50 SHS APPLE INC | $26,556 | 2014-02-20 |
| 1 | 500 SHS MICROSOFT CORP | $18,875 | 2014-02-20 |
| 1 | 100 SHS VISA INC CLA SHRS | $22,346 | 2014-02-20 |
| 1 | 700 SHS DEVON ENERGY CORP NEW | $54,684 | 2014-06-17 |
| 1 | 175 SHS CROWN CASTLE INTL CORP | $13,350 | 2014-02-20 |
| 1 | 250 SHS PNC FINCL SERVICES GROUP | $19,995 | 2014-02-20 |
| 1 | 300 SHS WILLIAMS COMPANIES DEL | $12,600 | 2014-02-20 |
| 1 | 552 SHS EXXON MOBIL CORP COM | $56,536 | 2014-06-17 |
| 1 | 175 SHS COVIDIEN PLC SHS NEW | $12,474 | 2014-02-20 |
| 1 | 150 SHS QUALCOMM INC | $11,393 | 2014-02-20 |
| 1 | 980 SHS APPLE INC | $90,238 | 2014-06-17 |
| 1 | 350 SHS PHILLIPS 66 SHS | $29,425 | 2014-06-17 |
| 1 | 250 SHS DISNEY (WALT) CO COM STK | $19,798 | 2014-02-20 |
| 1 | 150 SHS TRAVELERS COS INC | $12,572 | 2014-02-20 |
| 1 | 500 SHS AUTOMATIC DATA PROC | $39,110 | 2014-06-17 |
| 1 | 1,000 SHS SOUTHWESTERN ENERGY CO | $46,590 | 2014-06-17 |
| 1 | 175 SHS HONEYWELL NTL INC DEL | $16,373 | 2014-02-20 |
| 1 | 175 SHS THERMO FISHER SCIE | $21,824 | 2014-02-20 |
| 1 | 750 SHS BERKSHIRE HATHAWAYINC | $94,523 | 2014-06-17 |
| 1 | 1,000 SHS WILLIAMS COMPANIES DEL | $57,310 | 2014-06-17 |
| 1 | 300 SHS JPMORGAN CHASE & CO | $17,274 | 2014-02-20 |
| 1 | 200 SHS UNITED TECHS CORP COM | $23,010 | 2014-02-20 |
| 1 | 500 SHS CAMERON INTL CORP | $32,560 | 2014-06-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $750 | Amt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AUTOMATIC DATA PROC | $43,686 | $43,686 |
| CH ROBINSON WORLDWIDE, INC. NEW | $46,282 | $46,282 |
| DOVER CORP | $39,231 | $39,231 |
| DU PONT E I DE NEMOURS | $46,508 | $46,508 |
| EXXON MOBIL CORP COM | $42,804 | $42,804 |
| EMERSON ELEC CO | $42,223 | $42,223 |
| GENUINE PARTS CO | $47,637 | $47,637 |
| JOHNSON AND JOHNSON | $42,769 | $42,769 |
| LINEAR TECHNOLOGY CORP | $46,603 | $46,603 |
| MCDONALDS CORP COM | $43,758 | $43,758 |
| MICROSOFT CORP | $42,316 | $42,316 |
| NORFOLK SOUTHERN CORP | $41,981 | $41,981 |
| NORTHROP GRUMMAN CORP | $48,344 | $48,344 |
| PAYCHEX INC. | $43,261 | $43,261 |
| PROCTER & GAMBLE CO | $45,363 | $45,363 |
| RAYTHEON CO DELAWARE NEW | $46,405 | $46,405 |
| 3M COMPANY | $46,503 | $46,503 |
| UNITED TECHS CORP COM | $46,920 | $46,920 |
| PLAINS ALL AMERN PIPL LP | $102,640 | $102,640 |
| WAL-MARK STORES INC | $47,749 | $47,749 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PLAINS ALL AMERN PIPL LP | FMV | ||
| ISHARES MSCI EAFE | FMV | $35,226 | $35,226 |
| ISHARES IBOXX INVT GRADE CORP BD | FMV | $34,868 | $34,868 |
| ISHARES 20+ YEAR TREASURY BOND ETF | FMV | $4,281 | $4,281 |
| VANGUARD SMALL CAP VALUE ETF | FMV | $7,404 | $7,404 |
| VANGUARD SMALL CAP GROWTH ETF | FMV | $14,609 | $14,609 |
| VANGUARD VALUE ETF | FMV | $157,067 | $157,067 |
| VANGUARD GROWTH ETF | FMV | $156,272 | $156,272 |
| SPDR BARCLAYS INTL TREASURY BOND ETF | FMV | $3,541 | $3,541 |
| POWERSHARES GLOBAL EXCHANGE TRADED | FMV | $7,491 | $7,491 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | FMV | $11,619 | $11,619 |
| ISHARES MBS ETF | FMV | $89,970 | $89,970 |
| VANGUARD INTERMEDIATE TERM BOND ETF | FMV | $77,652 | $77,652 |
| VANGUARD SHORT TERM BOND | FMV | $96,340 | $96,340 |
| SPDR BARCLAYS HIGH YIELD BOND ETF | FMV | $24,981 | $24,981 |
| POWERSHARES PREFERRED PORTFOLIO | FMV | $3,896 | $3,896 |
| MARKET VECTORS EMRG MKTS LOCAL CURR | FMV | $6,753 | $6,753 |
| EMERGING GLOBAL SHARES DOW JONES | FMV | $1,672 | $1,672 |
| ISHARES INC CORE MSCI EMERGING MKTS | FMV | $4,938 | $4,938 |
| ISHARES TIPS BOND ETF | FMV | $22,626 | $22,626 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON BALANCES | Desc |
| Amt | $242,003 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | $7,325 | $7,325 | |
| PORTFOLIO MANAGEMENT FEES | $13,912 | $13,912 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $5,598 | Amt |
Comments