Civic Intelligence

Fulbright-Helvey Foundation

EIN 72-1562491 • Lawton, OK

500 Montgomery Square C/O City NatlLawton, OK 73501
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

32nd percentile

-4.8%

Higher net margin than 32% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$5,788

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

54th percentile

3.4%

Faster asset growth than 54% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

141%

Faster revenue growth than 91% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$543,514

Up $17,766 (+3.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$543,514

Up $17,766 (+3.4%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin32nd percentile

Revenue

Up

$35,652

Up $20,871 (+141%) from 2023

Expenses

Up

$37,366

Up $13,369 (+56%) from 2023

Net Income

Up

-$1,714

Up $7,502 (+81%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $491,555Liabilities 2011: $02011Assets 2012: $473,112Liabilities 2012: $02012Assets 2013: $463,199Liabilities 2013: $02013Assets 2014: $440,574Liabilities 2014: $02014Assets 2015: $432,389Liabilities 2015: $02015Assets 2019: $472,530Liabilities 2019: $4062019Assets 2020: $479,562Liabilities 2020: $1Net Assets 2020: $479,5622020Assets 2021: $540,562Liabilities 2021: $1Net Assets 2021: $540,5622021Assets 2022: $536,038Liabilities 2022: $1Net Assets 2022: $536,0382022Assets 2023: $525,748Liabilities 2023: $1Net Assets 2023: $525,7482023Assets 2024: $543,514Liabilities 2024: $0Net Assets 2024: $543,5142024

Highlighted filing

2024

Assets$543,514
Liabilities$0
Net Assets$543,514
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2011: $2,609Expenses 2011: $21,676Net Income 2011: -$19,0672011Revenue 2012: $1,923Expenses 2012: $20,404Net Income 2012: -$18,4812012Revenue 2013: $1,621Expenses 2013: $11,583Net Income 2013: -$9,9622013Revenue 2014: $1,602Expenses 2014: $24,302Net Income 2014: -$22,7002014Revenue 2015: $12,863Expenses 2015: $24,516Net Income 2015: -$11,6532015Revenue 2019: $20,864Expenses 2019: $22,403Net Income 2019: -$1,5392019Revenue 2020: $18,758Expenses 2020: $21,634Net Income 2020: -$2,8762020Revenue 2021: $37,303Expenses 2021: $21,786Net Income 2021: $15,5172021Revenue 2022: $19,020Expenses 2022: $23,346Net Income 2022: -$4,3262022Revenue 2023: $14,781Expenses 2023: $23,997Net Income 2023: -$9,2162023Revenue 2024: $35,652Expenses 2024: $37,366Net Income 2024: -$1,7142024

Highlighted filing

2024

Revenue$35,652
Expenses$37,366
Net Income-$1,714
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$543,514
Liabilities
$0
Net assets
$543,514
Revenue
$35,652
Expenses
$37,366
Net income
-$1,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.36$0.37$0.02
2023Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.15$0.24$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$0.19$0.23$0.04
2021Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.37$0.22$0.16
2020Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.19$0.22$0.03
2019Summary only. Only limited summary data is available for this year.$4.73$0.00$0.21$0.22$0.02
2015Summary only. Only limited summary data is available for this year.$4.32$0.00$0.13$0.25$0.12
2014Summary only. Only limited summary data is available for this year.$4.41$0.00$0.02$0.24$0.23
2013Summary only. Only limited summary data is available for this year.$4.63$0.00$0.02$0.12$0.10
2012Summary only. Only limited summary data is available for this year.$4.73$0.00$0.02$0.20$0.18
2011Summary only. Only limited summary data is available for this year.$4.92$0.00$0.03$0.22$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 22, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$5,788-$5,788
Filing and Contact Details

Filer

Filer Name
Fulbright-helvey Foundation
EIN
72-1562491
Phone
5803553580
Address
500 MONTGOMERY SQUARE C/O CITY NATL, LAWTON, OK 73501

Signing Officer

Name
Sabrina Adams
Title
VP/trust Officer
Phone
5803553580
Signed
2025-04-22

Preparer

Firm
Lisa D Summers CPA
Address
1525 Magnolia St, Norman, OK 73072
Preparer
Lisa D Summers CPA
Phone
4053212152
Raw XML Appendix305 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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt035649
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt03
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt035652
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt035652
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01374
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01374
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt019480
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt030000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt035649
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt035649
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1714
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt03
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt052035
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02894
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02894
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05788
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0203
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0203
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt034268
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03097
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt037366
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt055132
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt035652
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04268
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03097
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt07366
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt06299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt184946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt119675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt119675
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt06104
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1104621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FIDELITY SHORT TERM BASIS REPD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FIDELITY LONG TERM BASIS REPD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt019480
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-195
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1714
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt019480
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0543514
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0525748
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0543514
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029034
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029034
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029034
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029757
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0723
IRS990PF/DistributableAmountGrp/TotalTaxAmt0723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-742
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0723
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0742
IRS990PF/FMVAssetsEOYAmt0627414
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt09
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0124
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt09
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt09
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03032
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02327
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02327
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt081054
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt062822
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt057089
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0376481
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0397703
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0487336
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0-229
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0-250
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0-250
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0525748
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0543514
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt065286
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt080903
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt080903
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0525748
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0543514
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0627414
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0525748
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0543514
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0525748
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0543514
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0604197
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt075729
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0528468
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09063
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt029757
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0595134
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0604197
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0CITY NATIONAL BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05788
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0500 MONTGOMERY SQUARE-LAWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd073501
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt034268
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt034268
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/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
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/AddressLine1Txt0500 MONTGOMERY SQUARE-LAWTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OKLAH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd073501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CITY NATIONAL BANK-TRUST DEPARTMENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum05803553580
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0TO PROVIDE SCHOLARSHIP ASSISTANCE TO WOMEN WITH GOOD ACADEMIC HISTORY, COMMUNITY INVOLVMENT, AND TAKING INTO ACCOUNT FINANCIAL NEED. THE SCHOLARSHIP MONEY IS PAID DIRECTLY TO AND MONITORED BY THE UNIVERSITY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt10
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0SCHOLASHIPSFOR WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1ALL CURRENTINCOME
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0CAMERON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0PUBLICUNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt038TH AND GORE BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0LAWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd073505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPSFOR WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CAMERON UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt038TH AND GORE BOULEVARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAWTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd073505
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt020000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt09299
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt024969
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt029034
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt034268
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt019735
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt024969
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0-229
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0BASIS ADJ
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ADJUSMENT DUE TO ROUNDING
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0-250
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0-250
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt10
OtherDecreasesSchedule/OtherDecreasesDetail/Amt00
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CAPITAL LOSS NOT INCLUDED IN PART I, COL A
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADJUSTMENT DUE TO ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISC EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
OtherIncreasesSchedule/OtherIncreasesDetail/Amt019480
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CAPITAL GAIN NOT INCL IN PART ii, COLUMN A
TaxesSchedule/TaxesDetail/Amt0203
TaxesSchedule/TaxesDetail/CategoryTxt0FGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0203
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SABRINA ADAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05803553580
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FULBRIGHT-HELVEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FULB
ReturnHeader/Filer/EIN0721562491
ReturnHeader/Filer/PhoneNum05803553580
ReturnHeader/Filer/USAddress/AddressLine1Txt0500 MONTGOMERY SQUARE C/O CITY NATL
ReturnHeader/Filer/USAddress/CityNm0LAWTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073501
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731453467
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lisa D Summers CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01525 Magnolia St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Norman
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073072
ReturnHeader/PreparerPersonGrp/PhoneNum04053212152
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA D SUMMERS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-16T11:17:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.