Civic Intelligence

Davis-Mcelmurry Charitable Trust

990PF • Fiscal year 2022 • EIN 32-6048304

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 27, 2023

PO Box 1507Clinton, OK 73601

(580) 323-1516

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

90th percentile

64%

Higher net margin than 90% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

51st percentile

$14,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

159%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$4,696,062

Up $601,923 (+15%) from 2021

Net Assets

Up

$4,696,062

Up $601,923 (+15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$935,639

Up $574,488 (+159%) from 2021

Expenses

Up

$333,716

Up $110,072 (+49%) from 2021

Net Income

Up

$601,923

Up $464,416 (+338%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$4,696,062
Liabilities$0
Net Assets$4,696,062

Operations Trend

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

2022

Revenue$935,639
Expenses$333,716
Net Income$601,923
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 27, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
C B GRAFTTrustee-$14,000-$14,000
AARON P GRAFTTrustee-$12,000-$12,000
Filing and Contact Details

Filer

Filer Name
Davis-mcelmurry Charitable Trust
EIN
32-6048304
Phone
5803231516
Address
PO BOX 1507, CLINTON, OK 73601

Signing Officer

Name
Aaron P Graft
Title
Trustee
Signed
2023-04-27
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 Appendix384 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/Amt06500
AccountingFeesSchedule/AccountingFeesDetail/Amt14045
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TAX PREP FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt06500
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt14045
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/PriorYearDepreciationAmt09750
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt13250
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt24100
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/DividendsAndInterestFromSecDtl/ExclusionAmt064277
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0290698
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionAmt057060
IRS990PF/AnalysisIncomeProducingActyGrp/GrossProfitLossSlsOfInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt027472
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionAmt0480838
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReNotDebtFincdProp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt014165
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd015
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/Desc0PATRONAGE DIVIDEND
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt01129
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0935639
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0935639
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt010545
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010545
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt014165
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0290698
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt017500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt026000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0274998
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0274998
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01600
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt064277
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt064277
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0601923
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt057060
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt0480838
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0480838
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesLessRetAndAllwncAmt057060
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01041053
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt027472
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt027472
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01991
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01991
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0290698
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0827232
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0480838
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010304
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010304
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt014165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt014165
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt015294
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt08278
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08278
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt014165
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0274998
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt050218
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0333716
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0877450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0935639
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt050218
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt058718
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-04-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12021-08-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32015-09-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt025117
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1540046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt247353
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3137839
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-6507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1251600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt316360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt425613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-6507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1251600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt316360
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt425613
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt018610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1791646
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt23632
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt363713
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4163452
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0EDWARD JONES (ST-COV'D)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1EDWARD JONES (LT-COV'D)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TOTAL CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc36300 ENERGY TRANSFER LP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4EDWARD JONES (LT-COV'D)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22022-03-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-09-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0290698
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0601923
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04696062
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04094139
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04696062
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0238905
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0238905
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0238905
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0250404
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt011499
IRS990PF/DistributableAmountGrp/TotalTaxAmt011499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt011499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt011499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt011499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt07499
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04000
IRS990PF/FMVAssetsEOYAmt05233907
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt04395424
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04395424
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0148642
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt076912
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt076912
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt057237
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt018700
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0706850
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt057237
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt057237
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt057237
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0689750
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0688150
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0688150
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt09974
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt010659
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt010659
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt0654359
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt0566533
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt0654359
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt0654359
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-301285
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0300638
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02622002
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03208745
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03746590
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04094139
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04696062
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05233907
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04094139
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04696062
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04094139
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04696062
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05084344
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0112777
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03604617
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt076265
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01366950
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0250404
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05008079
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05084344
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt014000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt112000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0C B GRAFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AARON P GRAFT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 1477
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt112700 PARK CENTRAL DR STE1700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLINTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd073601
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd175251
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0274998
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0274998
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/BusinessNameLine1Txt0AARON P GRAFT
IRS990PF/StatementsRegardingActyGrp/PhoneNum05803231516
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt091666
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145833
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2137499
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/TotalGrantOrContriPdDurYrAmt0274998
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/AppliedToCurrentYearAmt071830
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0203168
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0238905
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0274998
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0167075
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0203168
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt018700
LandEtcSchedule2/LandEtcGrp/BookValueAmt09300
LandEtcSchedule2/LandEtcGrp/BookValueAmt1678850
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Improvements
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Land
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt028000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1678850
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0688150
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01991
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01991
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FARM REPAIRS & MAINT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4RENT & ROYALTY EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt03476
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1223
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt25287
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3302
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt41016
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03476
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1223
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25287
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3302
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41016
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt014165
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Other Investment Income
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PATRONAGE DIVIDEND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt014165
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt014165
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11129
TaxesSchedule/TaxesDetail/Amt01533
TaxesSchedule/TaxesDetail/Amt13778
TaxesSchedule/TaxesDetail/Amt22967
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt2PROPERTY TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01533
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt13778
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt22967
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AARON P GRAFT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVIS-MCELMURRY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0326048304
ReturnHeader/Filer/PhoneNum05803231516
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1507
ReturnHeader/Filer/USAddress/CityNm0CLINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-04-27T10:36:30-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AARON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRAFT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings