DAVID & LEZLIE HUDIBURG FAMILY FDN: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DAVID & LEZLIE HUDIBURG FAMILY FDN (EIN 73-1573960)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-13
- IRS object ID
- 201412259349101061
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Investments Other Schedule2
- Other Decreases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-13T16:17:58-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731312422 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLE & REED PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 531 COUCH DR | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731022251 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| 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 | AddressLine1 |
| Address Line2 | ROOM/SUITE D | AddressLine2 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731201955 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HUDIBURG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4057555571 | PhoneNum |
| Signature | 2014-07-28 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLAN WRIGHT | PreparerPersonNm |
| PTIN | P00112450 | PTIN |
| Phone | 4052397961 | PhoneNum |
| Preparation | 2014-08-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $962,078 | 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 | $392,086 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,143 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,143 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $164,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,282,184 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $164,220 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $568,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,363 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,611 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,177 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,434 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,161 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,177 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,984 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,177 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,584 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $531,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,186 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $858,538 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $858,538 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $573,456 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $103,540 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $103,540 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $573,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $962,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $962,078 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,298 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $7,298 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $566,158 | CapitalStockBOYAmt |
| Capital Stock EOY | $439,812 | CapitalStockEOYAmt |
| Retained Earning EOY | $522,266 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $566,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $962,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $573,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $962,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $566,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $531,688 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,097,846 | SubtotalAmt |
| Other Decreases | $135,768 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $962,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LONG TERM GAINS (SEE ATTACHMENT) | P | 2011-01-01 | 2013-12-31 | $877,198 | $717,278 | $159,920 | $159,920 |
| SHORT TERM GAINS (SEE ATTACHMENT) | P | 2013-01-01 | 2013-12-31 | $404,986 | $400,686 | $4,300 | $4,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $164,220 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,300 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,427 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $555,919 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040342 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,921 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $552,850 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046886 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,652 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $529,766 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046534 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,056 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $498,096 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064357 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,850 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $596,434 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033281 | DistributionYr5Rt |
| Total Distribution | 0.231400 | TotalDistributionRt |
| Average Distribution | 0.046280 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $673,978 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $31,192 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,712 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,904 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,584 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,424 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,424 | SubtotalAmt |
| Tax Based On Investment Income | $3,424 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,302 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,122 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,424 | TotalPaymentsAndCreditsAmt |
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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 731201955 | 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $633,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $684,242 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $684,242 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $673,978 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,424 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,424 | TotalTaxAmt |
| Distributable Before Adj | $30,275 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,275 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,275 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,584 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,584 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $31,584 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,275 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,514 | UndistributedIncomePYAmt |
| Qualifying Distributions | $31,584 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,514 | AppliedToYear1Amt |
| Applied To Current Year | $4,070 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $26,205 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 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 | $5,000 | |
| 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 | $27,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,143 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $164,220 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $176,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,363 | 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 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $392,086 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2000 SHARES - PLAINS ALL AMERN | $112,920 | 2013-06-03 |
| 1 | 500 SHARES-TEXAS INSTRUMENTS | $20,190 | 2013-10-11 |
| 1 | 800 SHARES - CULLEN FRST BKRS | $56,792 | 2013-10-11 |
| 1 | 400 SHARES-3M COMPANY | $48,288 | 2013-10-11 |
| 1 | 400 SHARES-DIAGEO PLC SPSD ADR | $50,624 | 2013-10-11 |
| 1 | 600 SHARES-EBAY INC | $32,622 | 2013-10-11 |
| 1 | 500 SHARES-FLUOR CORP | $36,490 | 2013-10-11 |
| 1 | 700 SHARES-LOWE'S COMPANIES | $34,160 | 2013-10-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $550 | Amt |
| Disbursements Charitable Prps | $550 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (3 entries)
| DAVID R HUDIBURG |
| LEZLIE L HUDIBURG |
| DAVIS HUDIBURG |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALLIANZ NFJ INTERNATIONA L VALUE FUN | FMV | ||
| FIRST EAGLE GLOBAL CLASS I | FMV | ||
| INVESCO FLOATING RATE | FMV | ||
| JANUS FLEXIBLE BOND FD CL C | FMV | ||
| JANUS FORTY FD CL C | FMV | ||
| JP MORGAN HIGH YLD CL C | FMV | ||
| LORD ABBETT SHORT DUR INC FD CL F | FMV | ||
| LORD ABBETT SHORT DURATION INCOME | FMV | ||
| LORD ABBETT VALUE OPPORTUNITY FUND | FMV | ||
| MFS EMERGING MARKETS DEBTS CL C | FMV | ||
| MFS GOVT SECURITIES FD CL C | FMV | ||
| MFS VALUE FD CL C | FMV | ||
| PERMANENT PORTFOLIO FUND | FMV | ||
| PIMCO COMMODITY REAL RETURN STATEGY | FMV | ||
| PIMCO REAL RETURN FD CL C | FMV | ||
| PIMCO TOTAL RETURN FD CL C | FMV | ||
| TEMPLETON GLOBAL BOND FD CLASS C | FMV | ||
| VIRTUS EMERGING MKTS OPPORTUNITY | FMV | ||
| PLAINS ALL AMERN PIPL LP | FMV | $103,540 | $103,540 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON BALANCES | Description |
| Amount | $135,768 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $7,298 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | $3,434 | $3,434 | |
| PORTFOLIO MANAGEMENT FEES | $5,177 | $5,177 |
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