Civic Intelligence

Jess L and Miriam B Stevens Foundation

EIN 73-1557364 • Tulsa, OK

4100 First Place Tower 15 E 5th STulsa, OK 74103
Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2025

Net Margin

8th percentile

-53%

Higher net margin than 8% of similar nonprofits.

$5M-$10M nonprofits • Source year 2025

Top Officer Pay

49th percentile

$95,900

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

$5M-$10M nonprofits • Source year 2025

Asset Growth

15th percentile

-6.3%

Faster asset growth than 15% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

81st percentile

58%

Faster revenue growth than 81% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Down

$6,401,107

Down $433,564 (-6.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$6,401,107

Down $433,564 (-6.3%) from 2024

Revenue

Up

$807,968

Up $295,247 (+58%) from 2024

Expenses

Up

$1,237,947

Up $48,948 (+4.1%) from 2024

Net Income

Up

-$429,979

Up $246,299 (+36%) from 2024

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $11,057,452Liabilities 2011: $02011Assets 2012: $10,491,644Liabilities 2012: $02012Assets 2013: $10,204,565Liabilities 2013: $02013Assets 2014: $9,961,515Liabilities 2014: $02014Assets 2015: $9,956,493Liabilities 2015: $02015Assets 2019: $8,382,727Liabilities 2019: $02019Assets 2020: $8,417,184Liabilities 2020: $02020Assets 2021: $8,371,527Liabilities 2021: $0Net Assets 2021: $8,371,5272021Assets 2022: $7,969,640Liabilities 2022: $0Net Assets 2022: $7,969,6402022Assets 2023: $7,508,911Liabilities 2023: $0Net Assets 2023: $7,508,9112023Assets 2024: $6,834,671Liabilities 2024: $0Net Assets 2024: $6,834,6712024Assets 2025: $6,401,107Liabilities 2025: $0Net Assets 2025: $6,401,1072025

Highlighted filing

2025

Assets$6,401,107
Liabilities$0
Net Assets$6,401,107

Operations Trend

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

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $477,671Expenses 2011: $993,347Net Income 2011: -$515,6762011Revenue 2012: $430,346Expenses 2012: $996,154Net Income 2012: -$565,8082012Revenue 2013: $737,820Expenses 2013: $1,024,899Net Income 2013: -$287,0792013Revenue 2014: $782,962Expenses 2014: $1,027,324Net Income 2014: -$244,3622014Revenue 2015: $1,058,937Expenses 2015: $1,063,988Net Income 2015: -$5,0512015Revenue 2019: $675,404Expenses 2019: $1,170,155Net Income 2019: -$494,7512019Revenue 2020: $1,197,212Expenses 2020: $1,173,717Net Income 2020: $23,4952020Revenue 2021: $1,133,500Expenses 2021: $1,179,145Net Income 2021: -$45,6452021Revenue 2022: $809,801Expenses 2022: $1,227,618Net Income 2022: -$417,8172022Revenue 2023: $720,156Expenses 2023: $1,184,598Net Income 2023: -$464,4422023Revenue 2024: $512,721Expenses 2024: $1,188,999Net Income 2024: -$676,2782024Revenue 2025: $807,968Expenses 2025: $1,237,947Net Income 2025: -$429,9792025

Highlighted filing

2025

Revenue$807,968
Expenses$1,237,947
Net Income-$429,979

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 9, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH J MCCAIN JRTrusteePT$95,900-$95,900
Filing and Contact Details

Filer

Filer Name
Jess L and Miriam B Stevens Foundation
EIN
73-1557364
Phone
9186945527
Address
4100 FIRST PLACE TOWER 15 E 5TH S, TULSA, OK 74103

Signing Officer

Name
Joseph J Mccain Jr
Title
Trustee
Phone
9186945527
Signed
2025-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Hogantaylor Llp
Address
2222 SOUTH UTICA PL SUITE 200, TULSA, OK 74114
Preparer
Marisa N Gibbs
Phone
9187452333
Raw XML AppendixShowing 400 of 907 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
AccountingFeesSchedule/AccountingFeesDetail/Amt06300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03150
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03150
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0ABBVIE INC. 5.05% (DUE 03/15/34)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1ALLY FINL INC. 4.7% (CALLABLE 05/15/26)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2AMAZON.COM, INC. 3.6% (DUE 04/13/32)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3AMGEN INC. 5.25% (DUE 03/02/30)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BANK OF AMERICA VAR 29 (DUE 03/05/29)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5BANK OF NOVA 2.7% (DUE 08/03/26)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6BROADCOM INC. 4.55% (DUE 02/15/32)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7CITIGROUP INC. (DUE 10/27/28)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8CITIGROUP INC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9COMCAST CORP 3.95% (DUE 10/15/25)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm10CVS HEALTH CORP 1.3% (DUE 08/21/27)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11FFCB 5.25% (DUE 03/11/32)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12FFCB 4.99% (DUE 10/02/34)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13FFCB 5.32% (DUE 12/18/34)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14JP MORGAN CHASE VAR 27 (DUE 04/22/27)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15M&T BANK CORP (CALLABLE AT 11/01/26)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16METLIFE, INC. 3.85% (CALLABLE AT 09/15/25)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17MORGAN STANLEY VAR 28 (DUE 04/20/28)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18ORACLE CORP 2.95% (DUE 04/01/30)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19STARBUCKS CORP 3.55% DUE 08/15/29
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm20THE TORONTO DO 4.693% (DUE 09/15/27)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm21TRUIST FINL CORP (CALLABLE AT 09/01/24)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm22WELLS FARGO & CO (DUE 06/02/28)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm23WELLS FARGO & CO 3.9% (DUE 12/31/99)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0105672
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt150290
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2136842
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3153308
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4191772
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5174972
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6148658
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt7165735
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt854135
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt9141000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1096545
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt11150000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt12149800
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt13149734
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14140877
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1552943
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1651130
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1772310
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt18106070
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt19201073
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt20147024
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2151693
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt22128691
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2350248
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0100981
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt148625
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2143036
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3153845
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4172732
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5172054
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6147570
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt7146426
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt850250
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt9124838
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1093611
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt11149825
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt12148227
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt13149345
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt14146795
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1549625
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1649875
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1774594
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1892918
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt19170099
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt20150767
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2150000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt22120327
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2349438
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt047623
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt222116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3163798
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt473494
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt580121
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt675348
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7135155
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt878020
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt937579
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1075502
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11124062
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1272928
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1368585
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt149747
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1589632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1655931
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt17100010
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1823046
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt19114571
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20192413
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2199503
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2234490
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2377268
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2429697
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2555318
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt26230355
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2752031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt28146661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt29107993
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30147136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31198846
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3240858
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0287082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1230304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2213680
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3125191
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4228257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt588217
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt684053
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7306722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt849029
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9389153
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt10260406
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11189743
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12237615
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13226395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt14182373
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1550661
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16167460
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1782960
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt18126115
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt19261592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt20323824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt21244940
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22273100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt23210044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt24346775
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2550860
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt26255816
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt27299485
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt28165120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29157092
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt30128612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31200972
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt32309366
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1AIR PRODUCTS & CHEMICALS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2ACCENTURE PLC CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ADOBE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4AMAZON.COM, INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5APPLE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ASTRAZENECA PLC SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8BP PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9BROADCOM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10CISCO SYS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14DANAHER CORP (SPINOFF 308 SHARES ON 10/02/23)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15DEVON ENERGY CP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16EXXON MOBIL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17FLAHERTY & CRUMRINE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18GE VERNOVA INC (SPINOFF ON 04/02/24)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19GENERAL ELECTRIC COMPANY / WABTEC (SPLIT IN 08/2022) (SPLIT ON 04/02/24)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20ISHARES TR MSCI EAFE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21ISHARES GOLD ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22JACOBS SOLUTIONS PREV. JACOBS ENGINEERING GROUP INC (SPLIT)
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25MORGAN STANLEY 7.125%
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26NEXTERA ENERGY INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27PAYCHEX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28ROPER TECHNOLOGIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29STRYKER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30THERMO FISHER SCNTFC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31VERIZON COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WASTE MANAGEMENT INC.
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0287057
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0256515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0168364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0PIMCO INCM INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0152286
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0260036
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0547932
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0807968
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0807968
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03150
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0547932
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt019180
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt076720
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt095900
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01058782
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01058782
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0260036
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0260036
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-429979
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01944853
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01200
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0547932
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0656941
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0123
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02341
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt069288
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt069288
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01146
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04136
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01081712
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0151027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01237947
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0807968
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0807968
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt022930
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0151027
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0179165
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11396712
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1547932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1547932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0209
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11944644
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SECURITIES - RETURN OF PRINCIPAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0547932
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-429979
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03585
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06404692
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06834671
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06401107
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0503530
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0503530
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0503530
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0512661
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09131
IRS990PF/DistributableAmountGrp/TotalTaxAmt09131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt03931
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05200
IRS990PF/FMVAssetsEOYAmt010097511
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt062902
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt034502
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt034502
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt03439232
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02870522
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02755803
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02912884
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt02895271
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06753014
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03264
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt04436
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt04436
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0168364
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0168364
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0152286
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt06834671
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt06401107
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt012151
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0140955
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0140955
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06834671
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06401107
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010097511
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06834671
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06401107
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06834671
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06401107
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0235874
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0287057
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0256515
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt010409364
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0209588
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt010199776
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0156140
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0512661
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt010253224
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt010409364
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0CERITY PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt069288
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0601 S FIGUEROA ST STE 2000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0LOS ANGELES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd090017
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt095900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH J MCCAIN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 VENTANA WAY NORTH APT 1007
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd075225
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01081712
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01081712
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd01
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
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/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04100 FIRST PLACE TOWER 15 E 5TH ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOSEPH J MCCAIN JR TRUSTEE
IRS990PF/StatementsRegardingActyGrp/PhoneNum09186945527
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/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0REQUESTS SHOULD BE WRITTEN AND SHOULD INCLUDE THE PURPOSE OF THE REQUEST.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JOSEPH J MCCAIN JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09186945527
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt04100 FIRST PLACE TOWER 15 E 5TH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0TULSA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd074103
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0CONSIDERATION WILL BE GIVEN TO MAKING GIFTS THAT BENEFIT EDUCATION (INCLUDING SCHOLARSHIPS FOR NEEDY AND WORTHY STUDENTS WHO ARE CITIZENS OF THE UNITED STATES) AND MEDICAL RESEARCH AND THAT CONTRIBUTE TO THE WELFARE OF NEEDY PERSONS. PRIMARY AREAS OF INTEREST: NORTHEASTERN OKLAHOMA AND ST. LOUIS, MISSOURI.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0WRITTEN REQUESTS ARE ACCEPTED AT ANY TIME.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.