YOUNG FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
YOUNG FAMILY FOUNDATION (EIN 04-3525914)
Tax period
2011-12-01 to 2012-11-30
Filed
2013-01-15
IRS object ID
201300159349100300
Schema version
2011v1.5
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)
Timestamp2013-01-15T06:46:26-08:00Timestamp
Tax Period End Date2012-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Moffitt Parker and Co IncBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1215 State St Ste 900AddressLine1
CityMuskogeeCity
StateOKState
ZIP Code74401ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN043525914EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1YOUNG FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlYOUNNameControl
Phone9184589271Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1267AddressLine1
CityFORT GIBSONCity
StateOKState
ZIP Code74434ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTINA B YOUNGName
TitleTrusteeTitle
Date Signed2013-01-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMolly R ReevesName
Phone9186832931Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY6021190FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss57InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm57InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm57InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss170095DividendsRevAndExpnss
Dividends Net Invst Incm170152DividendsNetInvstIncm
Dividends Adj Net Incm170152DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss145165NetGainSaleAssetsRevAndExpnss
Gross Sales Price1770019GrossSalesPrice
Capital Gain Net Incm Net Invst Incm145165CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm969NetSTCGAdjNetIncm
Total Revenue And Expenses315317TotalRevenueAndExpenses
Total Net Investment Income315374TotalNetInvestmentIncome
Total Adjusted Net Income171178TotalAdjustedNetIncome
Accounting Fees Rev And Expnss2500AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm2500AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm2500AccountingFeesAdjNetIncm
Other Prof Fees Rev And Expnss38139OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm38139OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm38139OtherProfFeesAdjNetIncm
Taxes Rev And Expnss3983TaxesRevAndExpnss
Taxes Dsbrs Chrtbl Prps70TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss44622TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm40639TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm40639TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps70TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss290779ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps290779ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss335401TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm40639TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm40639TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps290849TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-20084ExcessOfRevenueOverExpenses
Net Investment Income274735NetInvestmentIncome
Adjusted Net Income130539AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY-115142SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY683662SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV683662SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY1650355InvestmentsGovtObligBOY
Investments Govt Oblig EOY721808InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV735204InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY2031793InvestmentsCorpStockBOY
Investments Corp Stock EOY2207196InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV2720101InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY1853659InvestmentsCorpBondsBOY
Investments Corp Bonds EOY1787915InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV1882223InvestmentsCorpBondsEOYFMV
Total Assets BOY5420665TotalAssetsBOY
Total Assets EOY5400581TotalAssetsEOY
Total Assets EOYFMV6021190TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY5420665RetainedEarningsBOY
Retained Earnings EOY5400581RetainedEarningsEOY
Total Net Assets BOY5420665TotalNetAssetsBOY
Total Net Assets EOY5400581TotalNetAssetsEOY
Total Liabilities Net Assets BOY5420665TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY5400581TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY5420665TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-20084ExcessOfRevenueOverExpenses
Subtotal5400581Subtotal
Total Net Assets Fund Balances EOY5400581TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (200 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
5,000 G Washington Univ BndsP2008-02-292012-09-1550005000
100,000 WY Cmnty Dev AuthP2007-08-202011-12-01100000100000
100,000 Digital Equip Corp BndsP2008-02-282012-11-01100000100000
120,000 U S Tsy NotesP2008-05-142012-11-30120000120000
140,000 U S Centrl Fed Cr UnP2009-10-142012-10-19140000140000
500,000 Fed Farm CrP2009-06-122012-06-18500000500000
50,000 U S Tsy NotesP2010-01-072012-06-155000050000
15,000 U S Tsy NotesP2008-05-142011-12-061546615039427427
20 Colgate PalmoliveP2011-06-172012-10-2321301756374374
80 Colgate PalmoliveP2011-09-012012-10-238520724712731273
130 Stryker CorpP2011-07-082012-10-1168287810-982-982
130 Home Depot IncP2009-05-082012-10-117678326144174417
250 RPM Intl IncP2009-05-082012-10-026633359130423042
240 RPM Intl IncP2011-08-312012-10-026367503813291329
80 Ameriprise Finl IncP2009-05-082012-09-194611220724042404
60 Ameriprise Finl IncP2011-09-012012-09-1934592737722722
30 Ameriprise Finl IncP2011-08-312012-09-1917291390339339
70 Northern Tr CorpP2010-01-132012-09-1933543618-264-264
120 Northern Tr CorpP2010-03-262012-09-1957506707-957-957
100 Diageo PLC ADRP2009-05-082012-08-2110568527752915291
150 Amer Water Wks CoP2009-11-182012-08-215578324023382338
120 Home Depot IncP2009-05-082012-08-216732301137213721
240 Eqt CorpP2009-05-082012-07-3013771931744544454
700 Johnson Ctls IncP2010-08-172012-07-191824720286-2039-2039
110 Eqt CorpP2009-05-082012-07-196076427118051805
250 Eqt CorpP2009-05-082012-06-2913348970736413641
160 RPM Intl IncP2009-05-082012-06-294338229820402040
160 Emerson ElecP2009-05-082012-06-277115575613591359
160 Home Depot IncP2009-05-082012-06-278242401442284228
280 Genl DynamicsP2009-05-082012-05-24176411526423772377
300 Oracle CorpP2009-07-232012-04-118428671617121712
220 Oracle CorpP2010-11-242012-04-11618061314949
60 Diageo PLC ADRP2009-05-082012-04-055769316626032603
80 Diageo PLC ADRP2010-03-262012-04-057692533023622362
240 RPM Intl IncP2009-05-082012-02-086143344826952695
200 RPM Intl IncP2010-06-092012-02-085119365314661466
90 PPG Inds IncP2009-05-082012-01-237961394240194019
140 Emerson ElecP2009-05-082012-01-206879503718421842
140 Sonoco Prods CoP2009-05-082012-01-2044613601860860
30 Chevron CorpP2009-05-082012-01-123144210210421042
80 Chevron CorpP2009-12-302012-01-128384620721772177
860 Leggett & PlattP2009-05-082012-01-09193711308562866286
260 Leggett & PlattP2009-12-302012-01-0958565384472472
220 Leggett & PlattP2010-03-122012-01-0949554701254254
380 Amer Water Wks CoP2009-11-182011-12-0211872820836643664
160 Astec Inds IncP2010-03-232012-11-2745994946-347-347
10 Astec Inds IncP2010-03-232012-11-20270309-39-39
30 AFC EnterprisesP2009-10-082012-11-19747272475475
21 AFC EnterprisesP2010-03-122012-11-19523210313313
20 West PharmP2010-11-042012-11-191021783238238
70 West PharmP2010-03-122012-11-1935722872700700
143 US Ecology IncP2011-01-142012-11-1630492596453453
57 US Ecology IncP2011-01-132012-11-1612151042173173
59 AFC EnterprisesP2010-03-122012-11-161452590862862
60 Teledyne Tech IncP2011-06-152012-11-1636332825808808
40 Core Mark HldgP2010-03-262012-11-1516471313334334
110 Core Mark HldgP2011-03-222012-11-1545283723805805
149 AFC EnterprisesP2010-03-122012-11-093808149123172317
41 AFC EnterprisesP2010-03-122012-11-081048410638638
30 Astec Inds IncP2010-03-232012-10-179379271010
36 Astec Inds IncP2011-08-262012-10-1711241149-25-25
54 Astec Inds IncP2011-08-292012-10-1716861797-111-111
70 Mine Safety ApplP2010-03-122012-10-1725961862734734
21 Mine Safety ApplP2011-08-312012-10-17779653126126
99 Mine Safety ApplP2011-08-312012-10-1636413076565565
80 ICU Med IncP2011-04-152012-10-114864355913051305
267 Mistras Group IncP2010-10-272012-10-086131288832433243
33 Mistras Group IncP2010-11-012012-10-08758360398398
37 FEI CoP2010-05-052012-10-03184476810761076
43 FEI CoP2010-05-052012-10-02217289312791279
100 FEI CoP2010-03-122012-10-025051229927522752
171 Matthews IntlP2010-01-262012-09-2851145884-770-770
66 Matthews IntlP2010-03-122012-09-2819742280-306-306
146 Mistras Group IncP2010-11-012012-09-243345159117541754
140 AFC EnterprisesP2010-03-122012-09-243517140021172117
64 Matthews IntlP2010-03-122012-09-2119642211-247-247
39 Matthews IntlP2010-01-252012-09-2111971350-153-153
70 Matthews IntlP2010-03-262012-09-2121492495-346-346
30 Matthews IntlP2010-04-262012-09-219211081-160-160
30 AFC EnterprisesP2010-03-122012-09-20747300447447
50 AFC EnterprisesP2010-03-262012-09-201245547698698
80 Analogic CorpP2011-03-042012-09-196285437919061906
66 Mistras Group IncP2010-11-012012-09-181496719777777
88 Mistras Group IncP2010-04-282012-09-18199599110041004
180 Altra Hldgs IncP2010-05-242012-09-103349232110281028
166 Mistras Group IncP2010-04-282012-09-063639186917701770
150 Altra Hldgs IncP2011-08-082012-09-0628442038806806
94 Mistras Group IncP2010-04-282012-09-052065105810071007
20 Littelfuse Inc ComP2010-03-262012-08-291043775268268
60 Littelfuse Inc ComP2010-03-122012-08-2931282368760760
72 Matthews IntlP2010-04-262012-08-2921392595-456-456
68 Matthews IntlP2010-04-262012-08-2820062451-445-445
79 Matthews IntlP2011-01-272012-08-2823312863-532-532
51 Matthews IntlP2011-01-272012-08-2715041848-344-344
20 Littelfuse Inc ComP2010-03-122012-08-271038789249249
49 FEI CoP2010-03-122012-08-222646112615201520
80 Teledyne Tech IncP2011-06-152012-08-215157376713901390
41 FEI CoP2010-03-122012-08-21225094313071307
460 Maidenform BrndsP2009-12-112012-08-1010095743126642664
300 Maidenform BrndsP2010-03-122012-08-1065846472112112
140 Maidenform BrndsP2010-03-262012-08-10307330403333
50 Maidenform BrndsP2010-05-242012-08-1010971137-40-40
90 FEI CoP2010-03-122012-08-034665206925962596
100 Schnitzer Stl IndsP2010-06-082012-07-2028854112-1227-1227
320 Schnitzer Stl IndsP2010-05-192012-07-20923115444-6213-6213
72 Schnitzer Stl IndsP2011-07-142012-07-2020774033-1956-1956
48 Schnitzer Stl IndsP2011-07-152012-07-2013842691-1307-1307
86 ACI Worldwide IncP2010-10-112012-07-203789197318161816
24 ACI Worldwide IncP2010-10-112012-07-171072551521521
310 Schulman A IncP2010-02-232012-06-1555947288-1694-1694
110 Schulman A IncP2010-03-102012-06-1519852856-871-871
140 Schulman A IncP2010-03-262012-06-1525263657-1131-1131
150 Schulman A IncP2010-03-122012-06-1527073984-1277-1277
80 ACI Worldwide IncP2010-10-112012-06-012978183511431143
140 ACI Worldwide IncP2010-12-282012-06-015212385313591359
150 AFC EnterprisesP2010-03-262012-05-293172164115311531
290 Firstmerit CorpP2010-01-072012-05-2946096239-1630-1630
230 Plexus Corp ComP2009-07-132012-05-027255483124242424
30 Plexus Corp ComP2009-10-192012-04-30974824150150
90 Plexus Corp ComP2011-02-022012-04-3029222597325325
169 Cantel MedicalP2009-10-052012-03-073268181914491449
17 Cantel MedicalP2009-10-052012-03-07324183141141
251 Cantel MedicalP2009-10-062012-03-074790278320072007
183 Cantel MedicalP2009-10-062012-03-013540202915111511
226 Std MicrosystemsP2009-05-082012-02-295799343923602360
4 Std MicrosystemsP2009-05-082012-02-28105614444
20 Std MicrosystemsP2010-03-122012-02-285264418585
260 Std MicrosystemsP2010-06-122012-02-276933572912041204
30 Std MicrosystemsP2010-03-262012-02-27800693107107
410 Brady CorpP2009-05-082012-02-2213214927039443944
40 Brady CorpP2010-03-262012-02-22128912286161
55 Cantel MedicalP2009-10-062012-02-211116610506506
225 Cantel MedicalP2010-03-262012-02-214564288216821682
30 Cantel MedicalP2010-03-122012-02-21609396213213
70 Altra Hldgs IncP2010-05-242012-02-171405903502502
200 Altra Hldgs IncP2010-03-192012-02-174013259414191419
120 Altra Hldgs IncP2010-03-262012-02-1724081657751751
200 Highwoods Pptys IncP2009-07-312012-02-176525511714081408
130 Highwoods Pptys IncP2010-03-122012-02-1742424109133133
50 Highwoods Pptys IncP2010-03-262012-02-171631162744
90 Std MicrosystemsP2010-03-262012-02-1523572079278278
150 Std MicrosystemsP2010-06-302012-02-1539283565363363
120 Plexus Corp ComP2011-02-022012-02-0743803462918918
30 Plexus Corp ComP2010-12-302012-02-071095932163163
144 Scansource IncP2010-06-282012-01-265345373916061606
6 Scansource IncP2010-06-282012-01-252231566767
30 Scansource IncP2010-11-292012-01-251114881233233
35 Plexus Corp ComP2010-12-302012-01-1912821088194194
75 Plexus Corp ComP2010-12-312012-01-1927472353394394
150 Plexus Corp ComP2010-03-122012-01-1954945641-147-147
61 FEI CoP2010-03-122012-01-182685140212831283
29 FEI CoP2010-03-122012-01-171269666603603
40 FEI CoP2010-03-262012-01-171751935816816
142 Mistras Group IncP2010-04-282012-01-053390159917911791
28 Mistras Group IncP2010-11-032012-01-05668322346346
84 Scansource IncP2010-11-292012-01-0529352468467467
90 FEI CoP2010-03-262012-01-043669210315661566
86 Scansource IncP2010-11-292012-01-0330482527521521
40 FEI CoP2010-03-262012-01-031654934720720
110 Schulman A IncP2010-03-122011-12-2823252921-596-596
630 Lattice SemicondP2009-05-082011-12-123858111727412741
510 Lattice SemicondP2010-03-122011-12-123123184412791279
1070 Lattice SemicondP2010-03-122011-12-096756386928872887
70 Lattice SemicondP2010-03-262011-12-09442257185185
60 Rofin Sinar Tech IncP2009-05-082011-12-0614241203221221
33 Rofin Sinar Tech IncP2010-02-172011-12-067836849999
77 Rofin Sinar Tech IncP2010-02-182011-12-0618271596231231
90 Rofin Sinar Tech IncP2010-03-262011-12-06213520379898
42 Rofin Sinar Tech IncP2010-08-052011-12-069969791717
160 Parametric TechP2009-05-082011-12-063303176615371537
280 Parametric TechP2010-03-262011-12-0657805046734734
130 Parametric TechP2010-03-112011-12-0626832349334334
97 Circor Intl IncP2010-11-042011-12-0631013571-470-470
28 Circor Intl IncP2010-11-102011-12-068951077-182-182
128 Rofin Sinar Tech IncP2010-08-052011-12-0231202985135135
110 Rofin Sinar Tech IncP2010-03-122011-12-02268126097272
190 Circor Intl IncP2010-11-102011-12-0261697309-1140-1140
78 Astec Inds IncP2012-05-142012-11-2021072341-234-234
18 Astec Inds IncP2012-05-142012-11-16470540-70-70
44 Astec Inds IncP2012-05-152012-11-1611481330-182-182
170 Tennant CoP2012-04-102012-11-1660097839-1830-1830
70 MKS Instrument IncP2012-01-122012-10-2516052037-432-432
180 MKS Instrument IncP2012-03-142012-10-2541265274-1148-1148
67 Astec Inds IncP2012-01-102012-10-1720922345-253-253
184 Thermon Group Hldgs IncP2012-01-202012-10-164570313014401440
236 Thermon Group Hldgs IncP2012-01-242012-10-165862408317791779
43 Astec Inds IncP2012-01-102012-10-1613391505-166-166
188 Thermon Group Hldgs IncP2012-01-242012-09-194497325312441244
52 Thermon Group Hldgs IncP2012-01-242012-09-181322900422422
71 Thermon Group Hldgs IncP2012-01-242012-09-0717211228493493
169 Thermon Group Hldgs IncP2012-01-242012-09-064153292412291229
189 Thermon Group Hldgs IncP2012-01-242012-09-054425327011551155
41 Thermon Group Hldgs IncP2012-01-242012-08-27938709229229
480 Albany Intl CorpP2011-11-182012-05-08943511053-1618-1618
300 Albany Intl CorpP2011-11-182012-05-0459946908-914-914
170 Tal Intl Group IncP2011-06-212012-02-1562555596659659
63 Schulman A IncP2011-05-102011-12-2813321570-238-238
54 Schulman A IncP2011-05-102011-12-2711611346-185-185
143 Schulman A IncP2011-05-102011-12-2231003563-463-463
55 Circor Intl IncP2011-08-262011-12-06175817065252
FieldValueIRS element (for citing)
Capital Gain Net Income145165CapitalGainNetIncome
Net Short Term Capital Gain Or Loss969NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1295070QualifyingDistributionsYear1
Noncharitable Assets Year16096467NoncharitableAssetsYear1
Distribution Ratio Year10.04840DistributionRatioYear1
Qualifying Distributions Year2282808QualifyingDistributionsYear2
Noncharitable Assets Year25847686NoncharitableAssetsYear2
Distribution Ratio Year20.04836DistributionRatioYear2
Qualifying Distributions Year3338829QualifyingDistributionsYear3
Noncharitable Assets Year35710365NoncharitableAssetsYear3
Distribution Ratio Year30.05934DistributionRatioYear3
Qualifying Distributions Year4351871QualifyingDistributionsYear4
Noncharitable Assets Year46848855NoncharitableAssetsYear4
Distribution Ratio Year40.05138DistributionRatioYear4
Qualifying Distributions Year5344844QualifyingDistributionsYear5
Noncharitable Assets Year57252426NoncharitableAssetsYear5
Distribution Ratio Year50.04755DistributionRatioYear5
Total Distribution Ratio0.25502TotalDistributionRatio
Average Distribution Ratio0.05101AverageDistributionRatio
Net Noncharitable Assets6016462NetNoncharitableAssets
Adjusted Noncharitable Assets306870AdjustedNoncharitableAssets
One Percent Net Investment Income2747OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One309617AdjNonchrtblAssetsAndOnePct
Qualifying Distributions290849QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax5495InvestmentIncomeExciseTax
Subtotal5495Subtotal
Tax Based On Investment Income5495TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment5200EstTaxPaymentsAndOverpayment
Total Credits And Payments5200TotalCreditsAndPayments
Tax Due295TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Form990 T FiledfalseForm990TFiled
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithMAStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1TAMMY MURRAYBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number9184589271BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 1267AddressLine1
CityFORT GIBSONCity
StateOKState
ZIP Code74434ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Acts Fail To Qualify As ExceptionsfalseActsFailToQualifyAsExceptions
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Excess Business HoldingsfalseExcessBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Tr Fail To Qualify As ExceptionsfalseTrFailToQualifyAsExceptions
Maint Expend ResponsibilityfalseMaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn
Proceeds Or Net IncomefalseProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Tina B Young
24481 South Manard RoadFort GibsonOK74434Trustee0.000
E Ryker Young
24481 South Manard RoadFort GibsonOK74434Trustee0.000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities5785474AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances322609AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets6108083TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Adj Total FMV Of Unused Assets6108083AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable91621CashDeemedCharitable
Net Noncharitable Assets6016462NetNoncharitableAssets
Minimum Investment Return300823MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return300823MinimumInvestmentReturn
Tax Based On Investment Income5495TaxBasedOnInvestmentIncome
Total Tax5495TotalTax
Distributable Amount Before Adj295328DistributableAmountBeforeAdj
Distributable Amount Before Ded295328DistributableAmountBeforeDed
Distributable Amount As Adjusted295328DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions290849ExpensesAndContributions
Qualifying Distributions290849QualifyingDistributions
Adj Qualifying Distributions290849AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted295328DistributableAmountAsAdjusted
Undistributed Income Prior Year290773UndistributedIncomePriorYear
Qualifying Distributions290849QualifyingDistributions
Applied To Year1290773AppliedToYear1
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year76AppliedToCurrentYear
Undistributed Income CY295252UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameJoseph P RigaliRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line162 Walnut StreetAddressLine1
CityWellesleyCity
StateMAState
ZIP Code024812109ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number9184589271RecipientPhoneNumber
Form And Info And MaterialsNone specifiedFormAndInfoAndMaterials
Submission DeadlinesNone specifiedSubmissionDeadlines
Restrictions On AwardsNone specifiedRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
First Baptist Church of Hulbert
126 East Fifth StreetHulbertOK74441N/AChurchProgram Support$13,550
NSU Campus Christian Fellowship
P O Box 886TahlequahOK74465N/A501(c)(3)Program Support$10,000
Locust Grove Public Schools
419 North BroadwayLocust GroveOK74252N/APubSchlProgram Support$6,500
Oaks Indian Mission Inc
P O Box 130OaksOK74359N/A501(c)(3)Program Support$729
NSU Foundation
601 N Grand AvenueTahlequahOK74464N/A501(c)(3)Program Support$10,000
Crescent Valley Baptist Church
25641 S Crescent Valley RoadTahlequahOK74464N/AChurchProgram Support$250,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year290779TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$57ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$170,095ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$145,165ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$315,317ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA315317TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTax PreparationCategory
Amount$2,500Amount
Net Investment Income2500NetInvestmentIncome
Adjusted Net Income2500AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondFixed Income Portfolio-CorpNameOfBond
EOY Book Value1787915EOYBookValue
EOYFMV1882223EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
Small Cap Portfolio11191711328174
Equity Income Portfolio10880251391927

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value556800USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV569171USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val165008StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV166033StateLocalSecuritiesEOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryInvestment Mgmt FeesCategory
Amount$38,139Amount
Net Investment Income38139NetInvestmentIncome
Adjusted Net Income38139AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountDisbursements Charitable PrpsDisbursementsCharitablePrps
State Registration Fee$7070
Federal Excise Tax$3,913

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