Civic Intelligence

William S & Ann Atherton Foundation

990PF • Fiscal year 2017 • EIN 73-1520309

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 18, 2018

Organization Profile
1924 S Utica Suite 1018Tulsa, OK 74104

(918) 749-3953

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

6th percentile

-56%

Higher net margin than 6% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$103,086

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 15.0% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

19th percentile

-2.8%

Faster asset growth than 19% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

56%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$12,426,107

Down $363,385 (-2.8%) from 2016

Net Assets

Down

$12,425,635

Down $363,857 (-2.8%) from 2016

Liabilities

Up

$472

Up $472 from 2016

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin6th percentile

Revenue

Up

$688,503

Up $247,090 (+56%) from 2016

Expenses

Up

$1,071,958

Up $125,106 (+13%) from 2016

Net Income

Up

-$383,455

Up $121,984 (+24%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $3,225,606Liabilities 2011: $02011Assets 2012: $4,659,425Liabilities 2012: $02012Assets 2013: $4,680,405Liabilities 2013: $02013Assets 2014: $12,631,202Liabilities 2014: $0Net Assets 2014: $12,631,2022014Assets 2015: $13,272,132Liabilities 2015: $0Net Assets 2015: $13,272,1322015Assets 2016: $12,789,492Liabilities 2016: $0Net Assets 2016: $12,789,4922016Assets 2017: $12,426,107Liabilities 2017: $472Net Assets 2017: $12,425,6352017Assets 2018: $12,097,061Liabilities 2018: $0Net Assets 2018: $12,097,0612018Assets 2019: $12,269,808Liabilities 2019: $0Net Assets 2019: $12,269,8082019Assets 2020: $12,971,274Liabilities 2020: $0Net Assets 2020: $12,971,2742020Assets 2021: $12,458,261Liabilities 2021: $0Net Assets 2021: $12,458,2612021Assets 2022: $17,549,318Liabilities 2022: $93Net Assets 2022: $17,549,2252022Assets 2023: $15,758,477Liabilities 2023: $109Net Assets 2023: $15,758,3682023Assets 2024: $15,401,368Liabilities 2024: $121Net Assets 2024: $15,401,2472024

Highlighted filing

2017

Assets$12,426,107
Liabilities$472
Net Assets$12,425,635
Open 2017 Filing

Operations Trend

Revenue Growth86th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $123,644Expenses 2011: $262,661Net Income 2011: -$139,0172011Revenue 2012: $1,780,416Expenses 2012: $346,597Net Income 2012: $1,433,8192012Revenue 2013: $396,950Expenses 2013: $375,970Net Income 2013: $20,9802013Revenue 2014: $8,538,721Expenses 2014: $417,169Net Income 2014: $8,121,5522014Revenue 2015: $1,505,872Expenses 2015: $864,942Net Income 2015: $640,9302015Revenue 2016: $441,413Expenses 2016: $946,852Net Income 2016: -$505,4392016Revenue 2017: $688,503Expenses 2017: $1,071,958Net Income 2017: -$383,4552017Revenue 2018: $610,765Expenses 2018: $947,614Net Income 2018: -$336,8492018Revenue 2019: $1,526,238Expenses 2019: $1,361,619Net Income 2019: $164,6192019Revenue 2020: $2,112,059Expenses 2020: $1,420,891Net Income 2020: $691,1682020Revenue 2021: $1,549,732Expenses 2021: $2,088,223Net Income 2021: -$538,4912021Revenue 2022: $7,559,533Expenses 2022: $2,493,974Net Income 2022: $5,065,5592022Revenue 2023: $2,178,382Expenses 2023: $3,987,407Net Income 2023: -$1,809,0252023Revenue 2024: $1,603,869Expenses 2024: $1,986,382Net Income 2024: -$382,5132024

Highlighted filing

2017

Revenue$688,503
Expenses$1,071,958
Net Income-$383,455
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 18, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSICA ANN FAUBERTPresidentPT$103,086-$103,086
J THOMAS ATHERTONTreasurer-$50,000-$50,000
WILLIAM S ATHERTONChairman-$0--
DELORES ANN ATHERTONDirector-$0--
MICHAEL DIRK ATHERTONDirector-$0--
PRESTON B SMITHSecretary-$0--
Filing and Contact Details

Filer

Filer Name
William S & Ann Atherton Foundation
EIN
73-1520309
Phone
9187493953
Address
1924 S UTICA SUITE 1018, TULSA, OK 74104

Signing Officer

Name
Jessica Faubert
Title
President
Phone
9187493953
Signed
2018-07-18
Discuss with paid preparer
Yes

Preparer

Firm
Preston Smith Pllc
Address
8118 EAST 63RD STREET, TULSA, OK 74133
Preparer
Preston Smith CPA
Phone
9182501040
Raw XML AppendixShowing 400 of 829 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/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015720564
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0645664
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2103086
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt350000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DELORES ANN ATHERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JESSICA ANN FAUBERT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3J THOMAS ATHERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MICHAEL DIRK ATHERTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5PRESTON B SMITH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01924 SOUTH UTICA SUITE 1018
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11924 SOUTH UTICA SUITE 1018
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21924 SOUTH UTICA SUITE 1018
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31924 SOUTH UTICA SUITE 1018
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41924 SOUTH UTICA SUITE 1018
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt58118 EAST 63RD STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd074104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd174104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd274104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd374104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd474104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd5741331901
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0833466
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0838795
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0816530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0789965
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0346413
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0318884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0285462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052410
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051008
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.035448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.060883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt05329
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt016546871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015579537
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt015486932
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt09772347
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt06120648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04688724
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0913824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251849
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0908495
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0913824
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt05329
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0913824
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt17
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt28
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INVESTMENT INCOME USED TO FUND CHARITABLE GIFTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INVESTMENT INCOME USED TO FUND CHARITABLE GIFTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2INVESTMENT INCOME USED TO FUND CHARITABLE GIFTS
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/TransactionsFailToQlfyAsExcInd00
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/IndividualWithBooksNm0JESSICA A FAUBERT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01924 S UTICA SUITE 1018
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074104
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09187493953
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE WILLIAM S. AND ANN ATHERTON FOUNDATION IS A PRIVATE, NON-OPERATING FOUNDATION. IT ACCOMPLISHES ITS CHARITABLE PURPOSE SOLELY THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS AND GRANTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKE PROGRAM-RELATED INVESTMENTS. THE FOUNDATION MANAGER SPENDS AN AVERAGE OF 60% OF HER TIME ADMINISTERING INVESTMENTS AND 40% ANSWERING CORRESPONDENCE, AND INVESTIGATING INSTITUTIONS THAT REQUIRE FUNDING. THEREFORE, 40% OF RELATED EXPENSES HAVE BEEN ALLOCATED TO GRANT-MAKING ACTIVITIES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0DESCRIPTION OF PROGRAM AND OUTLINE OF NEEDS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JESSICA FAUBERT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09187493953
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01924 S UTICA SUITE 1018
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TULSA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd074104
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0WILLIAM S ATHERTON

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,426,107
Liabilities
$472
Net assets
$12,425,635
Revenue
$688,503
Expenses
$1,071,958
Net income
-$383,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$1.60$1.99$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.8$0.00$15.8$2.18$3.99$1.81
2022Detailed filing. Detailed filing data is available for this year.$17.5$0.00$17.5$7.56$2.49$5.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.00$12.5$1.55$2.09$0.54
2020Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$2.11$1.42$0.69
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.00$12.3$1.53$1.36$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.00$12.1$0.61$0.95$0.34
2017Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.69$1.07$0.38
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$0.44$0.95$0.51
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.00$13.3$1.51$0.86$0.64
2014Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$8.54$0.42$8.12
2013Summary only. Only limited summary data is available for this year.$4.68$0.00$0.40$0.38$0.02
2012Summary only. Only limited summary data is available for this year.$4.66$0.00$1.78$0.35$1.43
2011Summary only. Only limited summary data is available for this year.$3.23$0.00$0.12$0.26$0.14