Civic Intelligence

The Helmerich Trust

990PF • Fiscal year 2015 • EIN 73-1304358

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

1437 S Boulder AveTulsa, OK 74119

(918) 588-5363

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2015 filings • $50M-$100M nonprofits • Source year 2015

Liabilities / Revenue

9th percentile

0.00x

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

2015 filings • $50M-$100M nonprofits • Source year 2015

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Source year 2015

Top Officer Pay

18th percentile

$117,600

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2015 filings • $50M-$100M nonprofits • Source year 2015

Asset Growth

51st percentile

2.0%

Faster asset growth than 51% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Revenue Growth

97th percentile

170%

Faster revenue growth than 97% of similar nonprofits.

2015 filings • $50M-$100M nonprofits • Annualized from 2014 to 2015

Assets

Up

$63,280,567

Up $1,218,336 (+2.0%) from 2014

Net Assets

$63,280,567

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$4,028,773

Up $2,535,005 (+170%) from 2014

Expenses

Down

$2,810,437

Down $3,017,384 (-52%) from 2014

Net Income

Up

$1,218,336

Up $5,552,389 (+128%) from 2014

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2011: $6,830,705Liabilities 2011: $02011Assets 2012: $6,573,319Liabilities 2012: $02012Assets 2013: $6,571,296Liabilities 2013: $02013Assets 2014: $62,062,231Liabilities 2014: $02014Assets 2015: $63,280,567Liabilities 2015: $0Net Assets 2015: $63,280,5672015Assets 2016: $60,610,839Liabilities 2016: $0Net Assets 2016: $60,610,8392016Assets 2017: $67,164,481Liabilities 2017: $0Net Assets 2017: $67,164,4812017Assets 2018: $88,299,665Liabilities 2018: $0Net Assets 2018: $88,299,6652018Assets 2019: $96,668,399Liabilities 2019: $0Net Assets 2019: $96,668,3992019Assets 2020: $94,365,938Liabilities 2020: $0Net Assets 2020: $94,365,9382020Assets 2021: $102,632,790Liabilities 2021: $0Net Assets 2021: $102,632,7902021Assets 2022: $98,566,358Liabilities 2022: $0Net Assets 2022: $98,566,3582022Assets 2023: $97,557,271Liabilities 2023: $0Net Assets 2023: $97,557,2712023Assets 2024: $95,053,692Liabilities 2024: $0Net Assets 2024: $95,053,6922024

Highlighted filing

2015

Assets$63,280,567
Liabilities$0
Net Assets$63,280,567

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $263,195Expenses 2011: $450,747Net Income 2011: -$187,5522011Revenue 2012: $274,406Expenses 2012: $531,792Net Income 2012: -$257,3862012Revenue 2013: $405,754Expenses 2013: $407,777Net Income 2013: -$2,0232013Revenue 2014: $1,493,768Expenses 2014: $5,827,821Net Income 2014: -$4,334,0532014Revenue 2015: $4,028,773Expenses 2015: $2,810,437Net Income 2015: $1,218,3362015Revenue 2016: $1,418,424Expenses 2016: $6,823,500Net Income 2016: -$5,405,0762016Revenue 2017: $9,070,245Expenses 2017: $7,009,883Net Income 2017: $2,060,3622017Revenue 2018: $24,897,714Expenses 2018: $7,156,103Net Income 2018: $17,741,6112018Revenue 2019: $14,406,750Expenses 2019: $10,562,010Net Income 2019: $3,844,7402019Revenue 2020: $2,914,883Expenses 2020: $7,008,221Net Income 2020: -$4,093,3382020Revenue 2021: $13,260,619Expenses 2021: $5,650,973Net Income 2021: $7,609,6462021Revenue 2022: $509,655Expenses 2022: $7,732,819Net Income 2022: -$7,223,1642022Revenue 2023: $2,419,504Expenses 2023: $6,756,431Net Income 2023: -$4,336,9272023Revenue 2024: $7,699,661Expenses 2024: $10,203,240Net Income 2024: -$2,503,5792024

Highlighted filing

2015

Revenue$4,028,773
Expenses$2,810,437
Net Income$1,218,336
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HANS C HELMERICHCo-Trustee-$117,600-$117,600
WALTER H HELMERICH IVCo-Trustee-$117,600-$117,600
DOW Z HELMERICHCo-Trustee-$117,600-$117,600
MATTHEW G HELMERICHCo-Trustee-$117,600-$117,600
JONATHAN D HELMERICHCo-Trustee-$117,600-$117,600
Filing and Contact Details

Filer

Filer Name
The Helmerich Trust
EIN
73-1304358
Phone
9185885363
Address
1437 S BOULDER AVE, TULSA, OK 74119

Signing Officer

Name
Hans C Helmerich
Title
Co-trustee
Signed
2016-05-11
Raw XML AppendixShowing 400 of 464 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.

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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt058077
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0PART VII-B:1a(4) Trustees were paid Trustee Fees
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0REGULATED FUTURES CONTRACTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1UBS LONG TERM CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc211,700 DEUTSCHE BANK CAP FDG TR IX PFD 6.625%
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc311,666 KRAFT FOODS GROUP INC - MERGER
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc43,000 MONTGOMERY STREET INCOME SEC INC CLOSED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc50.5 URBAN EDGE PROPERTIES REIT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6500,000 U.S. TREASURY BONDS SERIES 15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VANGUARD LONG TERM CAPITAL GAIN DISTRIBS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8FSI LOW BETA ABSOLUTE RETURN FUND LTCGD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9MIDFIRST BANK
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10OFFICE FURNITURE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11LONE CASCADE (2014 FOUNDATION CLASS H)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12LONE CASCADE (2014 FOUNDATION CLASS I)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13LONE CASCADE (2014 TRUST CLASS H)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14LONE CASCADE (2014 TRUST CLASS I)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15LONE CASCADE (2015 TRUST CLASS H)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16LONE CASCADE (2015 TRUST CLASS I)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17MOTOR LIQUIDATORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0740315
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0740315
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IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt063280567
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt062062231
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt063280567
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt05840446
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt05840446
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt05840446
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05905070
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt064624
IRS990PF/DistributableAmountGrp/TotalTaxAmt064624
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt064624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09108
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt064624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt064624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt073732
IRS990PF/FMVAssetsEOYAmt0117307282
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0231682
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0120381
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0231682
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0231682
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt062062231
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt063280567
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt063280567
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0150009
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1117600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2117600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3117600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4117600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HANS C HELMERICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1WALTER H HELMERICH IV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DOW Z HELMERICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MATTHEW G HELMERICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JONATHAN D HELMERICH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CO-TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11437 S BOULDER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21437 S BOULDER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31437 S BOULDER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41437 S BOULDER AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TULSA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd074119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd174119
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd274119
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd474119
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt07248710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt07281022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt05445205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05150124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt05840449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt05228591
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt04506823
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.061377
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.12112
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04765
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04257
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt032312
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0118101402
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt044955753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0115510994
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0114613400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0109731548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0105867742
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01938072
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.306887
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01938072
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01938072
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01938072
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
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/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01437 S BOULDER AVE STE 1400
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074119
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum09185885363
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01503189
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074119
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01503189
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/AppliedToCurrentYearAmt018772
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01919300
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05840446
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01938072
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05821674
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01919300
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt031550
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt123981
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt215463
LandEtcSchedule2/LandEtcGrp/BookValueAmt053526
LandEtcSchedule2/LandEtcGrp/BookValueAmt126922
LandEtcSchedule2/LandEtcGrp/BookValueAmt2209370
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0Furniture and Fixtures
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1Machinery and Equipment
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt2Improvements
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt085076
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt150903
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt2224833
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt053526
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt126922
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt2209370
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$95.1$0.00$95.1$7.70$10.2$2.50
2023Detailed filing. Detailed filing data is available for this year.$97.6$0.00$97.6$2.42$6.76$4.34
2022Detailed filing. Detailed filing data is available for this year.$98.6$0.00$98.6$0.51$7.73$7.22
2021Detailed filing. Detailed filing data is available for this year.$103$0.00$103$13.3$5.65$7.61
2020Detailed filing. Detailed filing data is available for this year.$94.4$0.00$94.4$2.91$7.01$4.09
2019Detailed filing. Detailed filing data is available for this year.$96.7$0.00$96.7$14.4$10.6$3.84
2018Detailed filing. Detailed filing data is available for this year.$88.3$0.00$88.3$24.9$7.16$17.7
2017Detailed filing. Detailed filing data is available for this year.$67.2$0.00$67.2$9.07$7.01$2.06
2016Detailed filing. Detailed filing data is available for this year.$60.6$0.00$60.6$1.42$6.82$5.41
2015Detailed filing. Detailed filing data is available for this year.$63.3$0.00$63.3$4.03$2.81$1.22
2014Summary only. Only limited summary data is available for this year.$62.1$0.00$1.49$5.83$4.33
2013Summary only. Only limited summary data is available for this year.$6.57$0.00$0.41$0.41$0.00
2012Summary only. Only limited summary data is available for this year.$6.57$0.00$0.27$0.53$0.26
2011Summary only. Only limited summary data is available for this year.$6.83$0.00$0.26$0.45$0.19