Civic Intelligence

Davis-Mcelmurry Charitable Trust

990PF • Fiscal year 2020 • EIN 32-6048304

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization Profile
PO Box 1477Clinton, OK 73601

(580) 323-1516

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

20th percentile

-23%

Higher net margin than 20% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$21,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

32nd percentile

-1.1%

Faster asset growth than 32% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

11th percentile

-47%

Faster revenue growth than 11% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$3,956,632

Down $43,252 (-1.1%) from 2019

Net Assets

Down

$3,956,632

Down $43,252 (-1.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin20th percentile

Revenue

Down

$186,665

Down $168,371 (-47%) from 2019

Expenses

Down

$229,917

Down $28,022 (-11%) from 2019

Net Income

Down

-$43,252

Down $140,349 (-145%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2014: $3,473,074Liabilities 2014: $425Net Assets 2014: $3,472,6492014Assets 2015: $3,325,756Liabilities 2015: $0Net Assets 2015: $3,325,7562015Assets 2016: $3,533,395Liabilities 2016: $0Net Assets 2016: $3,533,3952016Assets 2017: $3,734,151Liabilities 2017: $0Net Assets 2017: $3,734,1512017Assets 2018: $3,902,787Liabilities 2018: $0Net Assets 2018: $3,902,7872018Assets 2019: $3,999,884Liabilities 2019: $0Net Assets 2019: $3,999,8842019Assets 2020: $3,956,632Liabilities 2020: $0Net Assets 2020: $3,956,6322020Assets 2021: $4,094,139Liabilities 2021: $0Net Assets 2021: $4,094,1392021Assets 2022: $4,696,062Liabilities 2022: $0Net Assets 2022: $4,696,0622022Assets 2023: $4,325,729Liabilities 2023: $0Net Assets 2023: $4,325,7292023Assets 2024: $5,106,166Liabilities 2024: $0Net Assets 2024: $5,106,1662024

Highlighted filing

2020

Assets$3,956,632
Liabilities$0
Net Assets$3,956,632
Open 2020 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2014: $155,330Expenses 2014: $203,648Net Income 2014: -$48,3182014Revenue 2015: $84,135Expenses 2015: $231,028Net Income 2015: -$146,8932015Revenue 2016: $403,167Expenses 2016: $195,528Net Income 2016: $207,6392016Revenue 2017: $579,355Expenses 2017: $378,599Net Income 2017: $200,7562017Revenue 2018: $572,734Expenses 2018: $404,098Net Income 2018: $168,6362018Revenue 2019: $355,036Expenses 2019: $257,939Net Income 2019: $97,0972019Revenue 2020: $186,665Expenses 2020: $229,917Net Income 2020: -$43,2522020Revenue 2021: $361,151Expenses 2021: $223,644Net Income 2021: $137,5072021Revenue 2022: $935,639Expenses 2022: $333,716Net Income 2022: $601,9232022Revenue 2023: $317,142Expenses 2023: $687,475Net Income 2023: -$370,3332023Revenue 2024: $1,023,915Expenses 2024: $321,516Net Income 2024: $702,3992024

Highlighted filing

2020

Revenue$186,665
Expenses$229,917
Net Income-$43,252
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
C B GRAFTTrustee-$21,000-$21,000
Filing and Contact Details

Filer

Filer Name
Davis-mcelmurry Charitable Trust
EIN
32-6048304
Phone
5803231516
Address
PO BOX 1477, CLINTON, OK 73601

Signing Officer

Name
C B Graft
Title
Trustee
Signed
2021-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Cole & Company CPAs PC
Address
2925 NW 156th St, Edmond, OK 73013
Preparer
R Brett Cole
Phone
4054184444
Raw XML Appendix353 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt05500
AccountingFeesSchedule/AccountingFeesDetail/Amt13940
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt13940
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02017-01-14
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12016-04-14
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt22017-12-30
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt2SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt012000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt14000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt212000
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt0600
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1200
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt2800
DepreciationSchedule/DepreciationPropertyGrp/LifeRt020.0000
DepreciationSchedule/DepreciationPropertyGrp/LifeRt120.0000
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt08550
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt12850
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt22500
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0LAND IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1LAND IMPROVEMENTS
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc2WATER DRAINAGE SYSTEM
DepreciationSchedule/DepreciationPropertyGrp/Rt00.0667
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt057237
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0Land
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt057237
InvestmentsLandSchedule2/InvestmentLandGrp/EOYFMVAmt057237
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt049932
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt046630
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionAmt030765
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt044313
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt08206
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt04262
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/Desc0PATRONAGE DIVIDEND
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionAmt02557
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0186665
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0186665
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt09440
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt09440
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt04262
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt046630
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt014000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt021000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt049932
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt049932
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-43252
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt030765
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt08206
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt08206
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt030765
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0252154
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt044313
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt044313
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0500
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt046630
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0117770
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt08206
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt05474
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt05654
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt04262
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt04262
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt06819
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04064
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt011228
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt04262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0180000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt035573
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0229917
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0153343
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0186665
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt035573
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt049917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-02-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06110
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1199414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt142565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt24956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-891
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt142565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt24956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05219
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1241979
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24956
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EDWARD JONES (ST-COV'D)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1EDWARD JONES (ST-COV'D)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TOTAL CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-11-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-08-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt046630
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-43252
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03956632
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03999884
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03956632
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0222987
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0222987
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0222987
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0224624
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01637
IRS990PF/DistributableAmountGrp/TotalTaxAmt01637
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03963
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01637
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03963
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01637
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01637
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05600
IRS990PF/FMVAssetsEOYAmt04537010
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04395424
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04395424
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0136126
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0155637
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0155637
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt057237
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt015500
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0706850
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt057237
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt057237
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt057237
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0692950
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0691350
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0691350
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt010755
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010755
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010755
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0596736
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0796242
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0596736
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0596736
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-395540
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-438792
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02306574
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02444917
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03025295
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03999884
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03956632
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04537010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03999884
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03956632
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03999884
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03956632
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt04560883
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0145882
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02958370
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt068413
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01456631
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0224624
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt04492470
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt04560883
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt021000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0C B GRAFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1477
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLINTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd073601
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0180000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0180000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0180000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0525 N 6TH ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CLINTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd073601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0C B GRAFT
IRS990PF/StatementsRegardingActyGrp/PhoneNum05803231516
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt060000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt290000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2MEDICAL RESEARCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SOUTHWESTERN OKLAHOMA STATE UNIV FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1CLINTON SCHOOL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2OKLAHOMA MEDICAL RESEARCH FDN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0100 CAMPUS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12130 WEST GARY BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2825 NE 13TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEATHERFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CLINTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073096
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd173601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd273104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0180000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt069321
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0110679
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0222987
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0180000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0153666
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0110679
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt015500
LandEtcSchedule2/LandEtcGrp/BookValueAmt012500
LandEtcSchedule2/LandEtcGrp/BookValueAmt1678850
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt028000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1678850
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0691350
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES (OTHER)
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0500
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0500
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC. EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2RENT & ROYALTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05165
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1309
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05165
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1180
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2309
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04262
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PATRONAGE DIVIDEND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04262
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04262
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12557
TaxesSchedule/TaxesDetail/Amt01968
TaxesSchedule/TaxesDetail/Amt17164
TaxesSchedule/TaxesDetail/Amt22096
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2PROPERTY TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01968
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12096
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0C B GRAFT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIS-MCELMURRY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0326048304
ReturnHeader/Filer/PhoneNum05803231516
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1477
ReturnHeader/Filer/USAddress/CityNm0CLINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208257738
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cole & Company CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02925 NW 156th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Edmond
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073013
ReturnHeader/PreparerPersonGrp/PhoneNum04054184444
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R Brett Cole
ReturnHeader/ReturnTs02021-05-13T07:57:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0C B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRAFT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,956,632
Liabilities
$0
Net assets
$3,956,632
Revenue
$186,665
Expenses
$229,917
Net income
-$43,252
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$1.02$0.32$0.70
2023Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.32$0.69$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.70$0.00$4.70$0.94$0.33$0.60
2021Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.36$0.22$0.14
2020Detailed filing. Detailed filing data is available for this year.$3.96$0.00$3.96$0.19$0.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.00$0.00$4.00$0.36$0.26$0.10
2018Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.57$0.40$0.17
2017Detailed filing. Detailed filing data is available for this year.$3.73$0.00$3.73$0.58$0.38$0.20
2016Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.40$0.20$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.08$0.23$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.16$0.20$0.05