MUNCRIEF FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MUNCRIEF FAMILY FOUNDATION (EIN 46-1611054)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349101765
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T10:40:18-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731601859 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WYMER BROWNLEE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 S MAIN ST | AddressLine1Txt |
| City | FAIRVIEW | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 737372022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461611054 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUNCRIEF FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MUNC | BusinessNameControlTxt |
| Phone | 4058332721 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11315 HILLSDALE DR | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 730130469 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAIL MUNCRIEF | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4058332721 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICA SHALOY | PreparerPersonNm |
| PTIN | P00857247 | PTIN |
| Phone | 5802274709 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,355,774 | 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 | $3,354,704 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $91,292 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $91,292 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $248,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $248,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,674,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,818,010 | GrossSalesPriceAmt |
| Total Rev And Expnss | $5,368,562 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $339,717 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,095 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $65 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $44,519 | OccupancyRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $118,297 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $163,976 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,769,249 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,769,249 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,933,225 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,769,249 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,435,337 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $339,717 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,126,788 | CashBOYAmt |
| Cash EOY | $519,453 | CashEOYAmt |
| Cash EOYFMV | $519,453 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,375,623 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,070,929 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,097,591 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,041,820 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,735,104 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,488,730 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $6,350,336 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,819,643 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,894,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,145,129 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,355,774 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,894,567 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,145,129 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,894,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,145,129 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,894,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,145,129 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,894,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,435,337 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,329,904 | SubtotalAmt |
| Other Decreases | $2,184,775 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,145,129 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,722 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,722 | SubtotalAmt |
| Tax Based On Investment Income | $4,722 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,680 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $957 | OverpaymentAmt |
| Applied To ES Tax | $957 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GAIL MUNCRIEF | IndividualWithBooksNm |
| Phone | 4058332721 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11315 HILLSDALE DR | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 730130469 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD MUNCRIEF | ||||||||
| 11315 HILLSDALE DR | EDMOND | OK | 730130469 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| GAIL MUNCRIEF | ||||||||
| 11315 HILLSDALE DR | EDMOND | OK | 730130469 | DIRECTOR | 000.00 | $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 | $10,209,074 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $823,121 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $125,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,157,195 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,157,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,989,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $549,492 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $549,492 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,722 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,722 | TotalTaxAmt |
| Distributable Before Adj | $544,770 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $544,770 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $544,770 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,769,249 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,769,249 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $544,770 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $940,769 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $940,769 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,769,249 | QualifyingDistributionsAmt |
| Applied To Current Year | $544,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,224,479 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,165,248 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,165,248 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $940,769 | ExcessFromYear1Amt |
| Excess From Current Year | $2,224,479 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD MUNCRIEF | ContributingManagerNm |
| Contributing Manager | GAIL MUNCRIEF | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ANNA'S HOUSE FOUNDATION | |||||||
| 1101 N BRYANT AVE | EDMOND | OK | 73034 | POF | PROVIDE STABLE AND LOVING HOMES | $2,000 | |
| CHI OMEGA FOUNDATION | |||||||
| 3395 PLAYERS CLUB PKWY | MEMPHIS | TN | 38125 | POF | SUPPORT OF EDUCATION AND LEADERSHIP | $201,000 | |
| FOCUS ON HOME | |||||||
| 6608 N WESTERN AVE | OKLAHOMA CITY | OK | 73116 | PC | ASSIST NEEDY FAMILIES | $500 | STE 202 |
| HEARTS FOR HEARING | |||||||
| 11500 PORTLAND AVE | OKLAHOMA CITY | OK | 73120 | PC | IDENTIFY UNIQUE HEARING NEEDS | $20,000 | |
| MEMORIAL ROAD CHURCH OF CHRIST | |||||||
| 2221 E MEMORIAL ROAD | EDMOND | OK | 73013 | PC | UNRESTRICTED GIFT FOR OPERATING EXP | $108,000 | |
| NATL COWBOY WESTERN HERITAGE MUSEUM | |||||||
| 1700 NE 63RD ST | OKLAHOMA CITY | OK | 73111 | PC | PRESERVE HISTORY/CULTURES OF AM WEST | $115,544 | |
| OKC NATIONAL MEMORIAL MUSEUM | |||||||
| PO BOX 323 | OKLAHOMA CITY | OK | 73101 | PC | HONOR VICTIMS & SURVIVORS | $62,500 | |
| OKLA MEDICAL RESEARCH FOUNDATION | |||||||
| 825 NE 13TH ST | OKLAHOMA CITY | OK | 73104 | POF | STUDY OF DISEASES/DISORDERS OF AGING | $500,000 | |
| OSU FOUNDATION | |||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | POF | HIGHER EDUCATION SCHOLARSHIPS | $1,715,592 | |
| PHI DELTA THETA FOUNDATION | |||||||
| 2 SOUTH CAMPUS AVE | OXFORD | OH | 45056 | POF | STUDENT SCHOLARSHIPS | $10,000 | |
| UNIV OF OKLA-H HAMM DIABETES CENTER | |||||||
| 100 TIMBERDELL RD | NORMAN | OK | 73019 | PC | DIABETES RESEARCH & SUPPORT | $18,750 | |
| OKC POLICE FOUNDATION | |||||||
| PO BOX 892284 | OKLAHOMA CITY | OK | 73189 | POF | PROVIDE RESOURCES TO OKC POLICE DEPT | $10,363 | |
| SAM THE I CAN MAN FOUNDATION | |||||||
| 2530 NW GRAND BLVD | OKLAHOMA CITY | OK | 73116 | POF | HELP IND. WITH DIFFERING ABILITIES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,769,249 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,292 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248,425 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,674,141 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $339,717 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,674,141 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,013,858 | 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 | RICHARD AND GAIL MUNCRIEF | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11315 HILLSDALE DR | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,354,704 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 95,562 SHS DEVON ENERGY CORP | NoncashPropertyDesc |
| Fair Market Value | $3,354,704 | FairMarketValueAmt |
| Received | 2025-09-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,095 | Amt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | COPY OF FORM 990-PF FILED WITH THE OKLA SECRETARY OF STATE | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FIDELITY FUNDS-TREASURY ONLY | 2024-12 | PURCHASE | 2025-12 | $2,882,300 | $2,882,300 | |
| DEVON ENERGY CORP | 2015-08 | PURCHASE | 2025-06 | $687,695 | $303,313 | $384,382 |
| DEVON ENERGY CORP | 2016-05 | PURCHASE | 2025-12 | $2,248,015 | $958,256 | $1,289,759 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WPX ENERGY/DEVON ENERGY | $3,838,863 | $6,593,400 |
| WELLS FARGO - OTHER STOCKS | $560,447 | $559,536 |
| WELLS FARGO - MUTUAL FUNDS | $1,335,821 | $1,335,821 |
| REGENT CAPITAL CORPORATION | $999,973 | $999,973 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,070,929 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,097,591 | USGovtObligationsEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UNREALIZED GAINS - PRE 2020 | $9,617 | ||
| UNREALIZED PRECONTRIBUTION GAIN 2022 | $4,198,874 | $4,198,874 | |
| UNREALIZED PRECONTRIBUTION GAIN 2023 | $2,141,845 | $384,860 | |
| UNREALIZED PRECONTRIBUTION GAIN 2025 | $985,909 | ||
| BLACKSTONE PRIVATE CREDIT FUND | $250,000 | $250,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX PAID | $4,691 |
| CHANGE IN PY PRE-CONTRIBUTION GAIN | $2,180,084 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| PLACEMENT FEE | $2,500 |
| FEES | $2,114 |
| REIMBURSED OVERHEAD EXPENSES | $113,683 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD GAIL MUNCRIEF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11315 HILLSDALE DR | AddressLine1Txt |
| City | EDMOND | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73013 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OKLA SEC OF STATE | CategoryTxt |
| Amt | $65 | Amt |
Comments