Civic Intelligence

Dan & Gloria Schusterman Foundation

990PF • Fiscal year 2021 • EIN 73-1495727

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile

Refreshing map…

2121 South Columbia Suite 650Tulsa, OK 74114

(918) 743-4300

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

76th percentile

23%

Faster asset growth than 76% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-25%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$1,464,257

Up $269,109 (+23%) from 2020

Net Assets

Up

$1,464,257

Up $269,109 (+23%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin97th percentile

Revenue

Down

$294,596

Down $99,036 (-25%) from 2020

Expenses

Down

$25,487

Down $195,692 (-88%) from 2020

Net Income

Up

$269,109

Up $96,656 (+56%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,048,618Liabilities 2011: $02011Assets 2012: $1,040,747Liabilities 2012: $02012Assets 2013: $1,034,809Liabilities 2013: $02013Assets 2014: $848,045Liabilities 2014: $02014Assets 2015: $1,009,038Liabilities 2015: $02015Assets 2019: $1,022,695Liabilities 2019: $02019Assets 2020: $1,195,148Liabilities 2020: $0Net Assets 2020: $1,195,1482020Assets 2021: $1,464,257Liabilities 2021: $0Net Assets 2021: $1,464,2572021Assets 2022: $1,331,030Liabilities 2022: $0Net Assets 2022: $1,331,0302022Assets 2023: $1,420,807Liabilities 2023: $0Net Assets 2023: $1,420,8072023Assets 2024: $1,689,100Liabilities 2024: $0Net Assets 2024: $1,689,1002024

Highlighted filing

2021

Assets$1,464,257
Liabilities$0
Net Assets$1,464,257
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $316,565Expenses 2011: $101,620Net Income 2011: $214,9452011Revenue 2012: $692,541Expenses 2012: $700,412Net Income 2012: -$7,8712012Revenue 2013: $332,124Expenses 2013: $338,062Net Income 2013: -$5,9382013Revenue 2014: $137,505Expenses 2014: $324,269Net Income 2014: -$186,7642014Revenue 2015: $230,573Expenses 2015: $69,580Net Income 2015: $160,9932015Revenue 2019: $247,173Expenses 2019: $318,805Net Income 2019: -$71,6322019Revenue 2020: $393,632Expenses 2020: $221,179Net Income 2020: $172,4532020Revenue 2021: $294,596Expenses 2021: $25,487Net Income 2021: $269,1092021Revenue 2022: $250,511Expenses 2022: $372,517Net Income 2022: -$122,0062022Revenue 2023: $285,702Expenses 2023: $170,169Net Income 2023: $115,5332023Revenue 2024: $341,861Expenses 2024: $24,528Net Income 2024: $317,3332024

Highlighted filing

2021

Revenue$294,596
Expenses$25,487
Net Income$269,109
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLORIA SCHUSTERMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dan & Gloria Schusterman
EIN
73-1495727
Phone
9187434300
Address
2121 SOUTH COLUMBIA SUITE 650, TULSA, OK 74114

Signing Officer

Name
Gloria Schusterman
Title
Director
Phone
9187434300
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Hogantaylor Llp
Address
2222 SOUTH UTICA PL SUITE 200, TULSA, OK 74114
Preparer
Denise Felber
Phone
9187452333
Raw XML AppendixShowing 400 of 459 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NAVISTAR INTL CORP
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FERRO CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3HERC HOLDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4HERC HOLDINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5NATIONAL BEVERAGE CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6SCRIPPS EW CO OHIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7SCRIPPS EW CO OHIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8SCRIPPS EW CO OHIO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9SENSIENT TECHNOLOGIES
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11AMC NETWORKS INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13INDUSTRY REALTY
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16VIMEO INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17VIMEO INC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-11-24
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122021-01-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132021-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142021-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152021-11-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162021-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172021-07-14
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0269109
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01464257
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01195148
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01464257
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt074099
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt074099
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt074099
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt075204
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01105
IRS990PF/DistributableAmountGrp/TotalTaxAmt01105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03786
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt09
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04900
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03786
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01105
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04900
IRS990PF/FMVAssetsEOYAmt01924042
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt069
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt069
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt069
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0399855
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0399855
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0762345
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0793198
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0793198
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0432803
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0670990
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01130775
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0795293
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01064402
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01195148
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01464257
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01924042
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01195148
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01464257
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01195148
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01464257
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01526987
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0601089
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0925898
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt022905
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt075204
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01504082
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01526987
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0GLORIA SCHUSTERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02121 S COLUMBIA SUITE 650
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd074114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
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
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02121 S COLUMBIA SUITE 650 TULSA OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074114
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PAUL D WILSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum09187434300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GLORIA SCHUSTERMAN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt074099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt074099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0140460
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0220946
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0394626
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0128206
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt074099
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt054107
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0756032
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0140460
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0220946
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0394626
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0810139
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0884238
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0GLORIA SCHUSTERMAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02121 S COLUMBIA SUITE 650
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0TULSA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0741143606
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0200404
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt048580
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt136278
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt261623
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt337035
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt416888
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0400 SH SONY GROUP CORPORATION ADR
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1200 SH AMERICAN EXPRESS CO
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2300 SH PNC FINANCIAL CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3300 SH NORTHERN TRUST CORP
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4800 SH TEGNA INC. COM
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-11-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12021-11-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22021-11-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32021-11-10
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42021-11-10
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0110
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0110
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0369
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt14
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL INCOME TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MISC INVESTMENT INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt14
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0369
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt14
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010017
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,464,257
Liabilities
$0
Net assets
$1,464,257
Revenue
$294,596
Expenses
$25,487
Net income
$269,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.34$0.02$0.32
2023Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.29$0.17$0.12
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.25$0.37$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.29$0.03$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.39$0.22$0.17
2019Summary only. Only limited summary data is available for this year.$1.02$0.00$0.25$0.32$0.07
2015Summary only. Only limited summary data is available for this year.$1.01$0.00$0.23$0.07$0.16
2014Summary only. Only limited summary data is available for this year.$0.85$0.00$0.14$0.32$0.19
2013Summary only. Only limited summary data is available for this year.$1.03$0.00$0.33$0.34$0.01
2012Summary only. Only limited summary data is available for this year.$1.04$0.00$0.69$0.70$0.01
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$0.32$0.10$0.21