HUGON FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HUGON FAMILY FOUNDATION (EIN 73-1544752)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2018-12-19
- IRS object ID
- 201843539349100864
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-12-19T19:41:20-06:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N DALLAS PKWY 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731544752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUGON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUGO | BusinessNameControlTxt |
| Phone | 9184889485 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 700993 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH LACKEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9184889485 | PhoneNum |
| Signature | 2018-12-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JERRI HAMMER | PreparerPersonNm |
| PTIN | P00047614 | PTIN |
| Phone | 9726611843 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.205.16 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-12-17 | IPDt |
| IP Tm | 14:18:24 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 67CF4C0F3B3C6EC1CC89B50E3831CB4CF4422DFB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $95,939 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,976 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,976 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,009 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,054 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,030 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,866 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,866 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $270 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $254 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $91 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,527 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,997 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,760 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $409 | CashBOYAmt |
| Cash EOY | $502 | CashEOYAmt |
| Cash EOYFMV | $502 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,002 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,085 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,085 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $90,317 | CorporateStockBOYAmt |
| Corporate Stock EOY | $86,144 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $93,352 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $91,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,731 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,939 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $96,664 | CapitalStockBOYAmt |
| Capital Stock EOY | $96,664 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$4,936 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$7,933 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,731 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,731 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,997 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $88,731 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,731 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10 SHS MICROSOFT CORP | P | 2011-03-10 | 2017-07-25 | $739 | $255 | $484 | $484 |
| 9 SHS STATE STREET CORP | P | 2012-05-11 | 2017-08-03 | $846 | $390 | $456 | $456 |
| 18 SHS TIM PARTICIPACOES SA SPON NEW | P | 2013-05-29 | 2017-08-03 | $314 | $357 | -$43 | -$43 |
| 13 SHS TIM PARTICIPACOES SA SPON NEW | P | 2013-06-13 | 2017-08-03 | $227 | $246 | -$19 | -$19 |
| 7 SHS TIM PARTICIPACOES SA SPON NEW | P | 2013-06-13 | 2017-08-04 | $122 | $133 | -$11 | -$11 |
| 6 SHS TIM PARTICIPACOES SA SPON NEW | P | 2015-12-09 | 2017-08-04 | $105 | $56 | $49 | $49 |
| 19 SHS TIM PARTICIPACOES SA SPON NEW | P | 2015-12-09 | 2017-08-07 | $333 | $178 | $155 | $155 |
| 25 SHS EXELON CORP | P | 2013-11-04 | 2017-09-06 | $939 | $715 | $224 | $224 |
| 15 SHS AMERICA MOVIL SA DE CV ADR L | P | 2012-02-10 | 2017-09-19 | $277 | $355 | -$78 | -$78 |
| 20 SHS AMERICA MOVIL SA DE CV ADR L | P | 2013-06-07 | 2017-09-19 | $370 | $405 | -$35 | -$35 |
| 10 SHS AMERICA MOVIL SA DE CV ADR L | P | 2014-06-03 | 2017-09-19 | $185 | $196 | -$11 | -$11 |
| 20 SHS AMERICA MOVIL SA DE CV ADR L | P | 2015-12-09 | 2017-09-19 | $370 | $301 | $69 | $69 |
| 4 SHS STATE STREET CORP | P | 2012-05-11 | 2017-09-20 | $381 | $173 | $208 | $208 |
| 15 SHS LVMH MOET HENNESSY LOUIS VUITT | P | 2014-10-06 | 2017-10-10 | $839 | $485 | $354 | $354 |
| 15 SHS LVMH MOET HENNESSY LOUIS VUITT | P | 2014-10-10 | 2017-10-10 | $839 | $478 | $361 | $361 |
| 5 SHS ERICSSON LM TEL ADR CL B NEW | P | 2008-08-01 | 2017-11-14 | $30 | $53 | -$23 | -$23 |
| 45 SHS ERICSSON LM TEL ADR CL B NEW | P | 2008-08-07 | 2017-11-14 | $268 | $489 | -$221 | -$221 |
| 25 SHS ERICSSON LM TEL ADR CL B NEW | P | 2013-06-13 | 2017-11-14 | $149 | $288 | -$139 | -$139 |
| 8 SHS ERICSSON LM TEL ADR CL B NEW | P | 2014-07-11 | 2017-11-14 | $48 | $92 | -$44 | -$44 |
| 3 SHS WESTERN DIGITAL CORPORATION | P | 2011-01-19 | 2017-11-17 | $274 | $99 | $175 | $175 |
| 5 SHS WESTERN DIGITAL CORPORATION | P | 2015-06-24 | 2017-11-17 | $457 | $442 | $15 | $15 |
| 5 SHS WESTERN DIGITAL CORPORATION | P | 2015-07-17 | 2017-11-17 | $457 | $393 | $64 | $64 |
| 24.998 SHS BANK OF AMERICA CORP | P | 2009-12-29 | 2017-12-01 | $699 | $380 | $319 | $319 |
| 3.002 SHS BANK OF AMERICA CORP | P | 2011-04-15 | 2017-12-01 | $84 | $39 | $45 | $45 |
| 255 SHS TURKIYE GARANTI BANKASI A S | P | 2014-03-19 | 2018-01-08 | $712 | $781 | -$69 | -$69 |
| 2 SHS CITIGROUP INC NEW | P | 2010-01-15 | 2018-01-19 | $156 | $69 | $87 | $87 |
| 5 SHS CITIGROUP INC NEW | P | 2014-03-03 | 2018-01-19 | $391 | $240 | $151 | $151 |
| 22 SHS ERSTE GROUP BANK AG SPONS ADR | P | 2014-08-05 | 2018-01-19 | $536 | $283 | $253 | $253 |
| 15 SHS HONDA MOTOR COMPANY LTD ADR | P | 2011-03-24 | 2018-01-19 | $543 | $564 | -$21 | -$21 |
| 32 SHS DAIICHI SANKYO CO LTD SPON ADR | P | 2014-05-07 | 2018-02-26 | $1,166 | $530 | $636 | $636 |
| 10 SHS ERSTE GROUP BANK AG SPONS ADR | P | 2014-08-05 | 2018-03-06 | $261 | $129 | $132 | $132 |
| 5 SHS EXPRESS SCRIPTS HLDG CO COM | P | 2014-05-23 | 2018-03-09 | $401 | $349 | $52 | $52 |
| 5 SHS CITIGROUP INC NEW | P | 2009-03-30 | 2018-05-02 | $344 | $100 | $244 | $244 |
| 21 SHS ENGIE SPONS ADR | P | 2012-05-14 | 2018-05-02 | $366 | $450 | -$84 | -$84 |
| 11 SHS HSBC HOLDINGS PLC SPON ADR NEW | P | 2014-03-14 | 2018-05-02 | $553 | $551 | $2 | $2 |
| 15 SHS LEUCADIA NAT CP | P | 2015-06-29 | 2018-05-02 | $364 | $363 | $1 | $1 |
| 38 SHS NISSAN MTR CO LTD SPND ADR | P | 2013-09-27 | 2018-05-02 | $777 | $779 | -$2 | -$2 |
| 6 SHS PJSC LUKOIL SPONSORED ADR | P | 2012-06-08 | 2018-05-02 | $389 | $314 | $75 | $75 |
| 38 SHS SCHNEIDER ELEC SA UNSP ADR | P | 2015-08-21 | 2018-05-02 | $629 | $463 | $166 | $166 |
| 27 SHS TELEFONICA BRASIL SA SPON ADR | P | 2014-02-05 | 2018-05-02 | $378 | $503 | -$125 | -$125 |
| 43 SHS TESCO PLC SPONSORED ADR | P | 2014-02-03 | 2018-05-02 | $413 | $679 | -$266 | -$266 |
| 2 SHS TOTAL S A SPON ADR | P | 2016-03-03 | 2018-05-02 | $124 | $92 | $32 | $32 |
| 29 SHS UBS GROUP AG SHS | P | 2014-06-13 | 2018-05-02 | $483 | $565 | -$82 | -$82 |
| 31 SHS J SAINSBURY PLC SPON ADR NEW | P | 2005-08-05 | 2018-05-04 | $505 | $628 | -$123 | -$123 |
| 8 SHS DAIICHI SANKYO CO LTD SPON ADR | P | 2014-05-07 | 2018-05-21 | $286 | $132 | $154 | $154 |
| 20 SHS DAIICHI SANKYO CO LTD SPON ADR | P | 2014-12-19 | 2018-05-21 | $715 | $283 | $432 | $432 |
| 0 SHS CREDIT SUISSE GROUP | P | 2017-06-09 | 2017-06-09 | $56 | $56 | $56 | |
| 0.366 SHS BP PLC ADS | P | 2017-06-23 | 2017-06-23 | $13 | $13 | $0 | $0 |
| 0.290 SHS TOTAL S A SPON ADR | P | 2017-06-29 | 2017-06-29 | $14 | $15 | -$1 | -$1 |
| 0.545 SHS CARREFOUR SA SPONSORED ADR | P | 2017-07-15 | 2017-07-15 | $3 | $3 | $0 | $0 |
| 0 SHS REPSOL SA SPON ADR | P | 2017-06-13 | 2017-07-24 | $31 | $32 | -$1 | -$1 |
| 0.316 SHS TOTAL S A SPON ADR | P | 2017-10-19 | 2017-10-19 | $17 | $17 | $0 | $0 |
| 0.744 SHS REPSOL SA SPON ADR | P | 2017-12-20 | 2018-01-29 | $14 | $13 | $1 | $1 |
| 0.284 SHS TOTAL S A SPON ADR | P | 2018-04-16 | 2018-04-16 | $17 | $17 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,054 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,084 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $96,478 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052696 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $101,725 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054067 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $116,698 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038561 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $112,599 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053286 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $98,092 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050973 | DistributionYr5Rt |
| Total Distribution | 0.249583 | TotalDistributionRt |
| Average Distribution | 0.049917 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $100,132 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,998 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,036 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $38 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $38 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEBORAH LACKEY | IndividualWithBooksNm |
| Phone | 9184889485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 700993 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JUSTIN HUGON | ||||||||
| PO BOX 700993 | TULSA | OK | 74170 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH LACKEY | ||||||||
| PO BOX 700993 | TULSA | OK | 74170 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $100,422 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,657 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $101,657 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,007 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,007 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38 | TotalTaxAmt |
| Distributable Before Adj | $4,969 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,969 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,969 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $38 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,462 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,969 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,728 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,728 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $772 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,197 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EMERGENCY INFANT SERVICES | |||||||
| 222 S HOUSTON AVENUE | TULSA | OK | 74127 | NONE | PC | CAPITAL CAMPAIGN | $5,000 |
| IRON GATE AT TRINITY INC | |||||||
| 501 SOUTH CINCINNATI AVENUE | TULSA | OK | 74103 | NONE | PC | PROGRAMMING | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,976 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,054 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,030 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,030 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $1,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON & PREFERRED STOCK & OPTIONS | StockNm |
| EOY Book Value | $86,144 | EOYBookValueAmt |
| EOYFMV | $93,352 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $91 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $1,866 | Amt |
| Net Investment Income | $1,866 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $254 | $254 | $0 |
| EXCISE TAX | $16 | $0 | $0 |