MUNCRIEF FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MUNCRIEF FAMILY FOUNDATION (EIN 46-1611054)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-06-30
IRS object ID
201421819349100502
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-06-30T16:22:13-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731312422PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLE & REED PCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1531 COUCH DRAddressLine1
CityOKLAHOMA CITYCity
StateOKState
ZIP Code731022251ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461611054EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MUNCRIEF FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMUNCBusinessNameControlTxt
Phone4058332721PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111315 HILLSDALE DRAddressLine1
CityEDMONDCity
StateOKState
ZIP Code730130469ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD MUNCRIEFPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4058332721PhoneNum
Signature2014-06-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTERRY BOEHRERPreparerPersonNm
PTINP00179476PTIN
Phone4052397961PhoneNum
Preparation2014-06-23PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$367,497FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$153,022ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$15InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$15InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$15InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$2,518DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,518DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,518DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,845NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$151,178GrossSalesPriceAmt
Total Rev And Expnss$153,710TotalRevAndExpnssAmt
Total Net Invst Incm$2,533TotalNetInvstIncmAmt
Total Adj Net Incm$2,533TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$2,907OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$2,907OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,907TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,907TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,156ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,156ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,063TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,063TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$138,647ExcessRevenueOverExpensesAmt
Net Investment Income$2,533NetInvestmentIncomeAmt
Adjusted Net Income$2,533AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$218,141CashBOYAmt
Cash EOY$202,415CashEOYAmt
Cash EOYFMV$202,415CashEOYFMVAmt
Corporate Stock EOY$154,373CorporateStockEOYAmt
Corporate Stock EOYFMV$165,082CorporateStockEOYFMVAmt
Total Assets BOY$218,141TotalAssetsBOYAmt
Total Assets EOY$356,788TotalAssetsEOYAmt
Total Assets EOYFMV$367,497TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$218,141UnrestrictedBOYAmt
Unrestricted EOY$356,788UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$218,141TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$356,788TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$218,141TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$356,788TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$218,141TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$138,647ExcessRevenueOverExpensesAmt
Subtotal$356,788SubtotalAmt
Tot Net Ast Or Fund Balances EOY$356,788TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCONTINENTAL RESOURCESPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2010-11-10AcquiredDt
Sold2013-09-18SoldDt
Gross Sales Price$150,776GrossSalesPriceAmt
Cost Or Other Basis$153,023CostOrOtherBasisAmt
Gain Or Loss-$2,247GainOrLossAmt
Gains Minus Excess Or Losses-$2,247GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,845CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (true)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$51InvestmentIncomeExciseTaxAmt
Subtotal$51SubtotalAmt
Tax Based On Investment Income$51TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$25AppliedToEsTaxAmt
Total Payments And Credits$25TotalPaymentsAndCreditsAmt
Tax Due$26TaxDueAmt

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 DRAddressLine1
CityEDMONDCity
StateOKState
ZIP Code73013ZIPCode
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/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage 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$82,541AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$210,278AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$292,819TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$292,819AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,392CashDeemedCharitableAmt
Net Vl Noncharitable Assets$288,427NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,421MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,421MinimumInvestmentReturnAmt
Tax Based On Investment Income$51TaxBasedOnInvestmentIncomeAmt
Total Tax$51TotalTaxAmt
Distributable Before Adj$14,370DistributableBeforeAdjAmt
Distributable Before Ded$14,370DistributableBeforeDedAmt
Distributable As Adjusted$14,370DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,063ExpensesAndContributionsAmt
Qualifying Distributions$15,063QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,063AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,370DistributableAsAdjustedAmt
Undistributed Income PY$176UndistributedIncomePYAmt
Qualifying Distributions$15,063QualifyingDistributionsAmt
Applied To Year1$176AppliedToYear1Amt
Applied To Current Year$14,370AppliedToCurrentYearAmt
Remaining Distri From Corpus$517RemainingDistriFromCorpusAmt
Total Corpus$517TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$517ExcessDistriCyovToNextYrAmt
Excess From Current Year$517ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MEMORIAL ROAD CHURCH OF CHRIST
2221 E MEMORIAL ROADEDMONDOK73013501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$8,500
OKLAHOMA CHRISTIAN UNIVERSITY
2501 E MEMORIAL ROADEDMONDOK73013501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$2,000
MAKE-A-WISH OKLAHOMA
5201 NORTH SHARTELOKLAHOMA CITYOK73118501(C)(3)UNRESTRICTED GIFT FOR OPERATING EXP$156
DUKE ANGELS 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$12,156TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,518ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,845ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$688ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$688TotalIncomeProducingActyAmt

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 DRAddressLine1
CityEDMONDCity
StateOKState
ZIP Code730130469ZIPCode
FieldValueIRS element (for citing)
Total Contributions$153,022TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyCONTINENTAL RESOURCES STOCKNoncashPropertyDesc
Fair Market Value$153,022FairMarketValueAmt
Received2013-09-18ReceivedDt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

RICHARD MUNCRIEF
GAIL MUNCRIEF

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS, OPTIONS & ETFS$81,165$90,488
MUTUAL FUNDS$73,208$74,594

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT OTHER PROFESSIONAL FEESCategoryTxt
Amt$2,907Amt
Disbursements Charitable Prps$2,907DisbursementsCharitablePrpsAmt

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 DRAddressLine1
CityEDMONDCity
StateOKState
ZIP Code73013ZIPCode

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