YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: YOUNG FAMILY FOUNDATION (EIN 04-3525914)
Tax period: 2012-12-01 to 2013-11-30
Filed: 2014-01-17
IRS object ID: 201420179349100402
Schema version: 2012v2.0
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
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-01-17T13:46:38-08:00	Timestamp
Tax Period End Date	2013-11-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Moffitt Parker and Co Inc	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-12-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	043525914	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	YOUNG FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	YOUN	NameControl
Phone	9184589271	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	TINA B YOUNG	Name
Title	Trustee	Title
Date Signed	2014-01-17	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Molly R Reeves	Name
PTIN	P00102700	PTIN
Phone	9186832931	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	6694378	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	5	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	5	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	5	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	153785	DividendsRevAndExpnss
Dividends Net Invst Incm	153785	DividendsNetInvstIncm
Dividends Adj Net Incm	153785	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	237524	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	2305437	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	237524	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	5228	NetSTCGAdjNetIncm
Total Revenue And Expenses	391314	TotalRevenueAndExpenses
Total Net Investment Income	391314	TotalNetInvestmentIncome
Total Adjusted Net Income	159018	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	2500	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2500	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	2500	AccountingFeesAdjNetIncm
Other Prof Fees Rev And Expnss	41295	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	41295	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	41295	OtherProfFeesAdjNetIncm
Taxes Rev And Expnss	5965	TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps	70	TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	49760	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	43795	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	43795	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	70	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	295252	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	295252	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	345012	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	43795	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	43795	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	295322	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	46302	ExcessOfRevenueOverExpenses
Net Investment Income	347519	NetInvestmentIncome
Adjusted Net Income	115223	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	683662	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	916160	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	916160	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	721808	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	299962	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	226559	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	2207196	InvestmentsCorpStockBOY
Investments Corp Stock EOY	2456363	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	3676506	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	1787915	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	1774398	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	1875153	InvestmentsCorpBondsEOYFMV
Total Assets BOY	5400581	TotalAssetsBOY
Total Assets EOY	5446883	TotalAssetsEOY
Total Assets EOYFMV	6694378	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	5400581	RetainedEarningsBOY
Retained Earnings EOY	5446883	RetainedEarningsEOY
Total Net Assets BOY	5400581	TotalNetAssetsBOY
Total Net Assets EOY	5446883	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	5400581	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	5446883	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	5400581	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	46302	ExcessOfRevenueOverExpenses
Subtotal	5446883	Subtotal
Total Net Assets Fund Balances EOY	5446883	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (208 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
100 Fuller H B Co Com	P	2012-02-17	2013-11-20	4869	3089	1780	1780
110 Drew Inds Inc Com	P	2011-05-02	2013-11-20	5565	2513	3052	3052
60 Core Mark Hldg	P	2010-05-24	2013-11-20	4408	1641	2767	2767
40 FEI Co	P	2009-05-08	2013-11-19	3575	805	2770	2770
210 Firstmerit Corp	P	2011-05-12	2013-11-19	4613	3618	995	995
30 Firstmerit Corp	P	2010-05-24	2013-11-19	659	563	96	96
80 Protective Life Corp	P	2011-09-30	2013-11-19	3778	1271	2507	2507
100 Protective Life Corp	P	2011-12-14	2013-11-19	4723	2101	2622	2622
130 Prosperity Bancsh	P	2011-12-14	2013-11-19	8202	4965	3237	3237
80 Tal Intl Group Inc	P	2012-06-28	2013-11-15	4228	2619	1609	1609
55 Tal Intl Group Inc	P	2011-06-21	2013-11-15	2907	1811	1096	1096
55 Tal Intl Group Inc	P	2012-06-27	2013-11-15	2907	1822	1085	1085
146 AFC Enterprises	P	2009-10-06	2013-11-06	6298	1303	4995	4995
73 AFC Enterprises	P	2009-10-06	2013-11-05	3126	652	2474	2474
91 AFC Enterprises	P	2009-10-08	2013-11-05	3896	825	3071	3071
35 Applied Indl Tech Inc	P	2012-08-13	2013-10-30	1722	1429	293	293
45 Applied Indl Tech Inc	P	2012-08-10	2013-10-30	2214	1876	338	338
40 Bonanza Creek Energy Inc	P	2013-04-17	2013-10-28	2059	1329	730	730
80 Bonanza Creek Energy Inc	P	2013-07-23	2013-10-28	4118	3342	776	776
80 AFC Enterprises	P	2009-10-08	2013-10-23	3439	725	2714	2714
70 Bob Evans Farms Inc	P	2012-06-05	2013-10-21	4087	2801	1286	1286
70 AFC Enterprises	P	2009-10-08	2013-10-11	3084	635	2449	2449
80 Rosetta Resources Inc	P	2010-03-12	2013-10-09	4274	2021	2253	2253
40 FEI Co	P	2009-05-08	2013-10-09	3336	805	2531	2531
30 Teledyne Tech Inc	P	2011-12-20	2013-10-09	2482	1665	817	817
10 Prosperity Bancsh	P	2011-12-14	2013-10-09	616	382	234	234
40 Prosperity Bancsh	P	2010-03-26	2013-10-09	2464	1648	816	816
40 Protective Life Corp	P	2011-12-14	2013-10-09	1679	840	839	839
140 Firstmerit Corp	P	2010-05-24	2013-10-09	3019	2630	389	389
45 AFC Enterprises	P	2009-10-08	2013-10-03	1912	408	1504	1504
57 Bob Evans Farms Inc	P	2012-07-20	2013-10-02	3212	2296	916	916
63 Bob Evans Farms Inc	P	2012-07-20	2013-10-01	3588	2538	1050	1050
75 AFC Enterprises	P	2009-10-08	2013-10-01	3255	680	2575	2575
46 Lithia Mtrs Inc Cl A	P	2012-10-09	2013-10-01	3372	1669	1703	1703
14 Lithia Mtrs Inc Cl A	P	2012-10-08	2013-10-01	1026	512	514	514
10 FEI Co	P	2009-05-08	2013-09-30	877	201	676	676
60 FEI Co	P	2010-05-05	2013-09-30	5260	1245	4015	4015
70 AFC Enterprises	P	2009-10-08	2013-08-22	2893	635	2258	2258
170 Astec Inds Inc	P	2010-10-12	2013-08-07	5942	5152	790	790
93 Astec Inds Inc	P	2010-03-22	2013-08-07	3251	2842	409	409
147 Astec Inds Inc	P	2010-03-23	2013-08-07	5138	4543	595	595
50 Drew Inds Inc Com	P	2011-05-02	2013-08-01	2028	1142	886	886
70 Beacon Roofing Supply Inc	P	2012-09-28	2013-08-01	2880	2011	869	869
60 Lithia Mtrs Inc Cl A	P	2012-10-08	2013-08-01	3894	2194	1700	1700
48 Hexcel Corp	P	2009-09-22	2013-07-19	1656	571	1085	1085
182 Hexcel Corp	P	2009-09-22	2013-07-18	6351	2165	4186	4186
50 Prosperity Bancsh	P	2010-03-26	2013-07-08	2855	2060	795	795
100 Prosperity Bancsh	P	2010-03-12	2013-07-08	5710	4198	1512	1512
80 Hexcel Corp	P	2009-09-22	2013-07-08	2794	952	1842	1842
94 Hexcel Corp	P	2009-06-11	2013-07-08	3283	1120	2163	2163
56 Hexcel Corp	P	2010-12-31	2013-07-08	1956	1021	935	935
100 Firstmerit Corp	P	2010-05-24	2013-07-08	2097	1878	219	219
260 Firstmerit Corp	P	2010-03-12	2013-07-08	5452	5470	-18	-18
60 Firstmerit Corp	P	2010-02-24	2013-07-08	1258	1278	-20	-20
40 Protective Life Corp	P	2011-12-14	2013-07-08	1602	840	762	762
160 Protective Life Corp	P	2010-11-29	2013-07-08	6409	3810	2599	2599
190 Fuller H B Co Com	P	2012-02-17	2013-06-20	7485	5870	1615	1615
21 Hexcel Corp	P	2010-12-31	2013-06-04	725	383	342	342
169 Hexcel Corp	P	2010-12-30	2013-06-04	5838	3142	2696	2696
90 Drew Inds Inc Com	P	2011-05-02	2013-06-04	3392	2056	1336	1336
60 Innophos Hldgs Inc	P	2012-03-14	2013-05-28	3074	2848	226	226
80 Innophos Hldgs Inc	P	2012-03-16	2013-05-28	4099	3886	213	213
168 Innophos Hldgs Inc	P	2012-02-16	2013-05-28	8608	8315	293	293
72 Innophos Hldgs Inc	P	2012-02-21	2013-05-28	3689	3621	68	68
58 Tennant Co	P	2012-07-30	2013-05-22	2950	2380	570	570
62 Tennant Co	P	2012-08-01	2013-05-22	3153	2627	526	526
166 Tennant Co	P	2012-03-30	2013-05-22	8443	7314	1129	1129
44 Tennant Co	P	2012-04-10	2013-05-22	2238	2029	209	209
50 Firstmerit Corp	P	2010-02-24	2013-05-20	917	1065	-148	-148
140 Firstmerit Corp	P	2010-03-26	2013-05-20	2567	2987	-420	-420
10 Firstmerit Corp	P	2010-01-07	2013-05-20	183	215	-32	-32
14 Hexcel Corp	P	2010-12-30	2013-05-20	474	260	214	214
56 Hexcel Corp	P	2011-05-06	2013-05-20	1896	1190	706	706
180 Drew Inds Inc Com	P	2011-05-02	2013-05-17	6645	4112	2533	2533
240 Hexcel Corp	P	2011-05-06	2013-05-14	7911	5101	2810	2810
190 Protective Life Corp	P	2010-11-29	2013-05-14	7389	4524	2865	2865
59 ACI Worldwide Inc	P	2010-10-11	2013-05-09	2608	1354	1254	1254
41 ACI Worldwide Inc	P	2010-10-11	2013-05-08	1835	941	894	894
50 Iberiabank Corp Com	P	2010-03-11	2013-05-02	2260	2979	-719	-719
72 Iberiabank Corp Com	P	2010-03-26	2013-05-02	3255	4410	-1155	-1155
38 Iberiabank Corp Com	P	2010-03-26	2013-04-30	1732	2327	-595	-595
150 Protective Life Corp	P	2010-11-29	2013-04-22	5514	3571	1943	1943
147 Swift Energy Co Com	P	2011-10-18	2013-04-18	1882	4028	-2146	-2146
153 Swift Energy Co Com	P	2011-10-19	2013-04-18	1959	4288	-2329	-2329
285 Swift Energy Co Com	P	2011-09-28	2013-04-18	3650	8209	-4559	-4559
235 Swift Energy Co Com	P	2011-09-28	2013-04-17	3029	6769	-3740	-3740
64 Swift Energy Co Com	P	2011-12-28	2013-04-17	825	1986	-1161	-1161
136 Swift Energy Co Com	P	2011-12-27	2013-04-17	1753	4275	-2522	-2522
110 Swift Energy Co Com	P	2012-05-29	2013-04-17	1418	2329	-911	-911
120 AFC Enterprises	P	2011-12-27	2013-04-05	4118	1800	2318	2318
120 Emcor Group Inc	P	2011-05-05	2013-04-04	4664	3719	945	945
50 Teledyne Tech Inc	P	2011-12-20	2013-04-04	3782	2776	1006	1006
3 J & J Snack Foods	P	2010-04-27	2013-04-04	223	141	82	82
43 J & J Snack Foods	P	2010-04-22	2013-04-04	3191	2031	1160	1160
14 J & J Snack Foods	P	2010-04-23	2013-04-04	1039	668	371	371
170 Protective Life Corp	P	2010-11-29	2013-04-04	5980	4048	1932	1932
107 Invacare Corp Com	P	2012-03-26	2013-04-01	1363	1880	-517	-517
53 Invacare Corp Com	P	2012-03-27	2013-04-01	675	937	-262	-262
315 Invacare Corp Com	P	2010-08-11	2013-04-01	4013	7864	-3851	-3851
295 Invacare Corp Com	P	2010-08-10	2013-04-01	3758	7491	-3733	-3733
94 Cubic Corp Com	P	2012-02-06	2013-02-21	4072	4792	-720	-720
96 Cubic Corp Com	P	2012-02-03	2013-02-21	4159	4931	-772	-772
196 Cubic Corp Com	P	2012-06-25	2013-02-21	8491	9263	-772	-772
70 ICU Med Inc	P	2011-04-15	2013-02-20	3967	3114	853	853
104 Cubic Corp Com	P	2012-06-25	2013-02-19	4606	4915	-309	-309
121 Scansource Inc	P	2010-06-30	2013-01-31	3494	3051	443	443
257 Scansource Inc	P	2010-06-30	2013-01-30	7435	6480	955	955
42 Scansource Inc	P	2010-06-28	2013-01-30	1215	1090	125	125
19 FEI Co	P	2010-05-05	2013-01-29	1155	394	761	761
31 FEI Co	P	2010-05-05	2013-01-28	1916	644	1272	1272
80 J & J Snack Foods	P	2010-04-23	2013-01-25	5248	3817	1431	1431
58 Fuller H B Co Com	P	2012-11-20	2013-01-23	2264	1847	417	417
52 Fuller H B Co Com	P	2012-11-20	2013-01-22	2043	1656	387	387
140 Drew Inds Inc Com	P	2011-05-02	2013-01-22	4971	3198	1773	1773
20 Protective Life Corp	P	2010-11-29	2013-01-22	626	476	150	150
160 Protective Life Corp	P	2010-12-28	2013-01-22	5009	4383	626	626
49 Duff & Phelps Corp Cl A	P	2012-12-28	2013-01-16	766	650	116	116
119 Duff & Phelps Corp Cl A	P	2011-08-26	2013-01-16	1861	1245	616	616
140 Duff & Phelps Corp Cl A	P	2011-08-30	2013-01-16	2189	1555	634	634
141 Duff & Phelps Corp Cl A	P	2011-08-31	2013-01-16	2205	1602	603	603
170 Duff & Phelps Corp Cl A	P	2010-06-17	2013-01-16	2658	2021	637	637
120 Duff & Phelps Corp Cl A	P	2010-06-21	2013-01-16	1877	1454	423	423
190 AFC Enterprises	P	2011-12-27	2013-01-16	5049	2850	2199	2199
90 Tennant Co Com	P	2012-04-10	2013-01-14	3949	4150	-201	-201
117 Duff & Phelps Corp Cl A	P	2010-06-21	2013-01-14	1823	1417	406	406
3 Duff & Phelps Corp Cl A	P	2010-06-21	2013-01-10	47	37	10	10
120 Duff & Phelps Corp Cl A	P	2010-03-12	2013-01-10	1872	2056	-184	-184
39 Duff & Phelps Corp Cl A	P	2010-03-12	2013-01-04	609	668	-59	-59
291 Duff & Phelps Corp Cl A	P	2010-03-17	2013-01-04	4547	5108	-561	-561
220 Emcor Group Inc	P	2011-05-05	2013-01-02	7617	6818	799	799
440 Duff & Phelps Corp Cl A	P	2010-03-17	2012-12-31	6857	7723	-866	-866
160 Innophos Hldgs Inc	P	2012-02-21	2012-12-21	7397	8046	-649	-649
120 MGE Energy Inc Com	P	2011-07-11	2012-12-21	6175	4955	1220	1220
60 Core Mark Hldg	P	2010-05-24	2012-12-19	2837	1641	1196	1196
70 Core Mark Hldg	P	2010-03-26	2012-12-19	3309	2297	1012	1012
80 West Pharm Svsc Inc	P	2010-11-04	2012-12-18	4373	3132	1241	1241
210 Deluxe Corp Com	P	2010-03-12	2013-11-18	10090	4006	6084	6084
170 Sensient Tech Corp	P	2011-08-31	2013-10-31	8899	6216	2683	2683
130 Bob Evans Farms Inc	P	2012-10-26	2013-10-24	7525	4927	2598	2598
540 Merck & Co Inc	P	2009-05-08	2013-10-23	25116	13469	11647	11647
60 EOG Res Inc Com	P	2012-08-21	2013-10-23	10669	6528	4141	4141
130 Sensient Tech Corp	P	2011-08-31	2013-10-23	6845	4754	2091	2091
170 West Pharm Svsc Inc	P	2011-01-27	2013-10-11	7401	3485	3916	3916
350 Sonoco Prods Co	P	2009-05-08	2013-10-11	13583	9002	4581	4581
9 Bob Evans Farms Inc	P	2012-10-26	2013-10-02	506	341	165	165
29 Bob Evans Farms Inc	P	2012-10-25	2013-10-02	1632	1100	532	532
42 Bob Evans Farms Inc	P	2012-10-25	2013-10-01	2388	1592	796	796
130 Tal Intl Group Inc	P	2012-09-19	2013-09-24	6190	4600	1590	1590
50 Smucker Co	P	2009-05-08	2013-09-24	5318	2040	3278	3278
60 Colgate Palmolive	P	2011-06-17	2013-09-24	3591	2634	957	957
80 Tiffany & Co New Com	P	2012-07-19	2013-09-24	6327	4575	1752	1752
110 PPG Inds Inc	P	2009-05-08	2013-09-13	17918	4818	13100	13100
240 Microsoft Corp Com	P	2011-05-10	2013-09-13	7805	6200	1605	1605
190 Merck & Co Inc	P	2009-05-08	2013-09-13	9068	4739	4329	4329
140 Home Depot Inc	P	2009-05-08	2013-09-13	10524	3512	7012	7012
40 PPG Inds Inc	P	2009-05-08	2013-08-30	6234	1752	4482	4482
110 Northern Tr Corp	P	2011-10-24	2013-08-20	6181	4486	1695	1695
62 Northern Tr Corp	P	2010-01-13	2013-08-20	3484	3204	280	280
360 Landauer Inc Com	P	2012-01-19	2013-08-20	17254	19984	-2730	-2730
80 Landauer Inc Com	P	2012-12-20	2013-08-20	3834	4728	-894	-894
118 Northern Tr Corp	P	2010-01-13	2013-08-19	6610	6098	512	512
30 First Niagara Finl	P	2009-07-23	2013-07-31	320	358	-38	-38
920 First Niagara Finl	P	2009-05-08	2013-07-31	9827	12012	-2185	-2185
140 Pepsico Inc Com	P	2010-11-24	2013-07-31	11745	8993	2752	2752
130 Pepsico Inc Com	P	2010-09-01	2013-07-31	10906	8438	2468	2468
660 Oracle Corp	P	2009-05-27	2013-06-14	22252	12590	9662	9662
30 Oracle Corp	P	2009-07-23	2013-06-14	1011	672	339	339
150 Oracle Corp	P	2012-12-19	2013-06-14	5057	5144	-87	-87
230 UIL Hldg Corp	P	2009-05-08	2013-05-31	8972	5581	3391	3391
30 Portland Gen Elec	P	2009-05-08	2013-05-31	918	565	353	353
250 Portland Gen Elec	P	2011-01-27	2013-05-31	7646	5669	1977	1977
153 Iberiabank Corp Com	P	2009-05-08	2013-05-03	6917	7377	-460	-460
47 Iberiabank Corp Com	P	2009-05-08	2013-04-30	2145	2266	-121	-121
100 Accenture PLC Ireland Cl A	P	2009-05-08	2013-03-28	7556	2964	4592	4592
110 Deluxe Corp Com	P	2010-03-12	2013-02-05	4059	2098	1961	1961
170 Deluxe Corp Com	P	2010-06-09	2013-02-05	6273	3374	2899	2899
150 Northern Tr Corp	P	2010-01-13	2013-02-05	7751	7752	-1	-1
20 Merck & Co Inc	P	2009-05-08	2013-02-05	824	499	325	325
120 Merck & Co Inc	P	2009-07-23	2013-02-05	4945	3644	1301	1301
150 Merck & Co Inc	P	2010-11-24	2013-02-05	6181	5265	916	916
80 Pepsico Inc Com	P	2010-09-01	2013-02-05	5827	5193	634	634
40 PPG Inds Inc	P	2009-05-08	2013-02-05	5522	1752	3770	3770
340 American Wtr Wks	P	2009-11-18	2013-01-25	12639	7344	5295	5295
90 Pepsico Inc Com	P	2010-09-01	2013-01-02	6191	5842	349	349
60 Colgate Palmolive	P	2011-06-17	2013-01-02	6323	5267	1056	1056
40 Diageo PLC ADR	P	2009-08-08	2013-01-02	4705	2111	2594	2594
130 Accenture PLC Ireland Cl A	P	2009-05-08	2012-12-20	8908	3854	5054	5054
80 Accenture PLC Ireland Cl A	P	2009-05-27	2012-12-20	5482	2451	3031	3031
40 Diageo PLC ADR	P	2009-05-08	2012-12-19	4750	2111	2639	2639
50 PPG Inds Inc Com	P	2009-05-08	2012-12-19	6567	2190	4377	4377
150 Devon Energy Corp Com	P	2012-01-17	2012-12-07	7913	9562	-1649	-1649
75,000 Raytheon Co	P	2011-11-29	2012-12-28	76391	75000	1391	1391
55,000 Wyeth Labs	P	2010-08-11	2012-12-26	55627	55000	627	627
100,000 FHLB	P	2008-02-12	2012-12-14	100000	100000
90,000 George Washington Univ Bnds	P	2008-02-29	2013-03-18	90000	90000
100,000 S Carolina Elec & Gas Co	P	2011-01-27	2013-06-15	100000	100000
75,000 New York Tel Co	P	2013-02-01	2013-06-15	75000	75000
70,000 Analog Devices Inc	P	2011-06-02	2013-06-06	73318	73318
100,000 Wal-Mart Stores Inc	P	2007-12-31	2013-06-01	100000	100000
100,000 ConocoPhillips Fdg Co	P	2009-08-27	2013-04-15	100000	100000
100,000 PPG Inds Inc	P	2009-07-09	2013-03-15	100000	100000
100,000 McKesson Corp New	P	2009-03-25	2013-03-01	100000	100000
75,000 Florida Pwr & Lt Co	P	2010-08-17	2013-02-01	75000	75000
100,000 Fed Home Loan Banks	P	2013-07-10	2013-10-31	100000	100000
29,488 SBA GTD Ptnct	P	2012-12-10	2013-11-13	27789	29488	-1699	-1699
100,000 Fed Bank Enty Cpn Strp	P	2009-12-28	2013-11-30	100000	100000
100,000 Fed Home Loan Banks	P	2008-09-11	2013-10-18	100000	100000
60,000 Fed Farm Cr	P	2010-01-29	2013-02-21	60000	60000

Field	Value	IRS element (for citing)
Capital Gain Net Income	237524	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	5228	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	290849	QualifyingDistributionsYear1
Noncharitable Assets Year1	6016462	NoncharitableAssetsYear1
Distribution Ratio Year1	0.04834	DistributionRatioYear1
Qualifying Distributions Year2	295070	QualifyingDistributionsYear2
Noncharitable Assets Year2	6096467	NoncharitableAssetsYear2
Distribution Ratio Year2	0.04840	DistributionRatioYear2
Qualifying Distributions Year3	282808	QualifyingDistributionsYear3
Noncharitable Assets Year3	5847686	NoncharitableAssetsYear3
Distribution Ratio Year3	0.04836	DistributionRatioYear3
Qualifying Distributions Year4	338829	QualifyingDistributionsYear4
Noncharitable Assets Year4	5710365	NoncharitableAssetsYear4
Distribution Ratio Year4	0.05934	DistributionRatioYear4
Qualifying Distributions Year5	351871	QualifyingDistributionsYear5
Noncharitable Assets Year5	6848855	NoncharitableAssetsYear5
Distribution Ratio Year5	0.05138	DistributionRatioYear5
Total Distribution Ratio	0.25582	TotalDistributionRatio
Average Distribution Ratio	0.05116	AverageDistributionRatio
Net Noncharitable Assets	6394411	NetNoncharitableAssets
Adjusted Noncharitable Assets	327157	AdjustedNoncharitableAssets
One Percent Net Investment Income	3475	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	330632	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	295322	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	6950	InvestmentIncomeExciseTax
Subtotal	6950	Subtotal
Tax Based On Investment Income	6950	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	5600	EstTaxPaymentsAndOverpayment
Total Credits And Payments	5600	TotalCreditsAndPayments
Tax Due	1350	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	MA	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TAMMY MURRAY	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	9184589271	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Tina B Young
24481 South Manard Road	Fort Gibson	OK	74434	Trustee	0.00	0
E Ryker Young
24481 South Manard Road	Fort Gibson	OK	74434	Trustee	0.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	5544379	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	947409	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	6491788	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	6491788	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	97377	CashDeemedCharitable
Net Noncharitable Assets	6394411	NetNoncharitableAssets
Minimum Investment Return	319721	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	319721	MinimumInvestmentReturn
Tax Based On Investment Income	6950	TaxBasedOnInvestmentIncome
Total Tax	6950	TotalTax
Distributable Amount Before Adj	312771	DistributableAmountBeforeAdj
Distributable Amount Before Ded	312771	DistributableAmountBeforeDed
Distributable Amount As Adjusted	312771	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	295322	ExpensesAndContributions
Qualifying Distributions	295322	QualifyingDistributions
Adj Qualifying Distributions	295322	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	312771	DistributableAmountAsAdjusted
Undistributed Income Prior Year	295252	UndistributedIncomePriorYear
Qualifying Distributions	295322	QualifyingDistributions
Applied To Year1	295252	AppliedToYear1
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	70	AppliedToCurrentYear
Undistributed Income CY	312701	UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	Joseph P Rigali	RecipientName

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 Number	9184589271	RecipientPhoneNumber
Form And Info And Materials	None specified.	FormAndInfoAndMaterials
Submission Deadlines	N/A	SubmissionDeadlines
Restrictions On Awards	None.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
Muskogee Dugout Club
3200 E Shawnee	Muskogee	OK	74403	None	501(c)(3)	Program Support	$2,500
New Hope Assembly of God
110 W 58th St S	Muskogee	OK	74401	None	Church	Program Support	$2,500
Student Mobilization
P O Box 567	Conway	AR	72033	None	501(c)(3)	Program Support	$17,000
Linebarger Family Ministries
P O Box 2165	Tahlequah	OK	74465	None	501(c)(3)	Program Support	$30,000
Muskogee Little Theatre
P O Box 964	Muskogee	OK	74402	None	501(c)(3)	Program Support	$100,000
First Baptist Church of Hulbert
126 East Fifth Street	Hulbert	OK	74441	N/A	Church	Program Support	$61,752
NSU Campus Christian Fellowship
P O Box 886	Tahlequah	OK	74465	N/A	501(c)(3)	Program Support	$80,000
Locust Grove Public Schools
419 North Broadway	Locust Grove	OK	74252	N/A	PubSchl	Program Support	$1,500

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	295252	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$5	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$153,785	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$237,524	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$391,314	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	391314	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	Tax Preparation	Category
Amount	$2,500	Amount
Net Investment Income	2500	NetInvestmentIncome
Adjusted Net Income	2500	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	Investment Mgmt Fees	Category
Amount	$41,295	Amount
Net Investment Income	41295	NetInvestmentIncome
Adjusted Net Income	41295	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Disbursements Charitable PrpsDisbursementsCharitablePrps
State Registration Fee	$70	70
Federal Excise Tax	$5,895

YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (208 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

Comments