Civic Intelligence

J Lyndall Mccrory Robert Fulton Mccrory & Montie Ray Mccrory Fdn

990PF • Fiscal year 2020 • EIN 73-1439304

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 05, 2021

303 E Street NWArdmore, OK 73401

(580) 223-0112

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$18,495,367

Flat from 2020

Net Assets

Flat

$18,495,367

Flat from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses

Revenue

Flat

$1,551,335

Flat from 2020

Expenses

Flat

$1,619,878

Flat from 2020

Net Income

Flat

-$68,543

Flat from 2020

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $11,825,036Liabilities 2011: $952011Assets 2012: $14,659,436Liabilities 2012: $1572012Assets 2013: $15,176,548Liabilities 2013: $972013Assets 2014: $16,697,235Liabilities 2014: $6612014Assets 2015: $17,429,736Liabilities 2015: $6612015Assets 2019: $18,563,910Liabilities 2019: $02019Assets 2020: $18,495,367Liabilities 2020: $0Net Assets 2020: $18,495,3672020Assets 2020: $18,495,367Liabilities 2020: $0Net Assets 2020: $18,495,3672020Assets 2021: $19,898,726Liabilities 2021: $0Net Assets 2021: $19,898,7262021Assets 2022: $20,352,377Liabilities 2022: $2,090Net Assets 2022: $20,350,2872022Assets 2023: $21,401,224Liabilities 2023: $1,3032023

Highlighted filing

2020

Assets$18,495,367
Liabilities$0
Net Assets$18,495,367

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $971,411Expenses 2011: $531,704Net Income 2011: $439,7072011Revenue 2012: $3,476,394Expenses 2012: $641,636Net Income 2012: $2,834,7582012Revenue 2013: $1,188,071Expenses 2013: $670,899Net Income 2013: $517,1722013Revenue 2014: $2,357,920Expenses 2014: $837,795Net Income 2014: $1,520,1252014Revenue 2015: $1,685,942Expenses 2015: $953,441Net Income 2015: $732,5012015Revenue 2019: $1,215,074Expenses 2019: $1,371,173Net Income 2019: -$156,0992019Revenue 2020: $1,551,335Expenses 2020: $1,619,878Net Income 2020: -$68,5432020Revenue 2020: $1,551,335Expenses 2020: $1,619,878Net Income 2020: -$68,5432020Revenue 2021: $3,063,691Expenses 2021: $1,660,332Net Income 2021: $1,403,3592021Revenue 2022: $2,099,936Expenses 2022: $1,648,375Net Income 2022: $451,5612022Revenue 2023: $2,634,421Expenses 2023: $1,584,787Net Income 2023: $1,049,6342023

Highlighted filing

2020

Revenue$1,551,335
Expenses$1,619,878
Net Income-$68,543
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 5, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
J LARRY WILKESManaging TrusteePT$120,000-$120,000
Filing and Contact Details

Filer

Filer Name
J Lyndall Mccrory Robert Fulton Mccrory
EIN
73-1439304
Phone
5802230112
Address
303 E STREET NW, ARDMORE, OK 73401

Signing Officer

Name
Larry Wilkes
Title
Managing Trustee
Phone
5802230112
Signed
2021-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Smith Carney & Co Pc
Address
5 S COMMERCE AVE SUITE 33, ARDMORE, OK 73401-3924
Preparer
Kevin D Howard CPA
Phone
5802261227
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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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-18234
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52051
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt66758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt721217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt820214
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt940000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1037235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0950000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2200000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3836031
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5499992
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6150000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8400000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt940000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1037235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VG 500 INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VG SMALL-CAP INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2VG MID-CAP INDEX FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TEMPLETON GLOBAL A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4DODGE & COX INTERNATIONAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5DODGE & COX INCOME
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6VG INT TERM BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7VG INT TERM BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8VG INT TERM BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc940 ACRES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-02-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-03-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-09-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82020-12-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92020-06-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0663931
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-68543
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt018495367
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt018563910
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt018495367
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01212743
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01212743
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01212743
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01232664
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt019921
IRS990PF/DistributableAmountGrp/TotalTaxAmt019921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt031738
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt051659
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt019921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt031738
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt019921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt019921
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt051659
IRS990PF/FMVAssetsEOYAmt027703230
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0195959
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0104651
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0104651
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt018010712
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt018065104
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt025091228
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt011447
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0114083
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0317571
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0102636
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0650069
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt018563910
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt018495367
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0222948
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01857254
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt039668
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt018563910
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt018495367
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt027703230
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt018563910
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt018495367
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt018563910
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt018495367
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt025028715
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0208305
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt022313086
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0375431
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02507324
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01232664
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt024653284
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt025028715
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0J LARRY WILKES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0MANAGING TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0303 E STREET NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ARDMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd073401
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01500892
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01500892
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01500892
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00

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