Civic Intelligence

James a Leta M Chapman Endowment Trust 4

EIN 73-6109142 • 501(c)3 • Tulsa, OK

Profile

Provides direct and permanent support to the named beneficiaries.

PO Box 1620Tulsa, OK 74101-1620

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$7,807

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

47th percentile

2.6%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

132%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,344,041

Up $34,158 (+2.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,344,041

Up $34,158 (+2.6%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin80th percentile

Revenue

Up

$122,416

Up $69,594 (+132%) from 2023

Expenses

Down

$86,733

Down $454 (-0.5%) from 2023

Net Income

Up

$35,683

Up $70,048 (+204%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,267,325Liabilities 2010: $38,610Net Assets 2010: $1,228,7152010Assets 2011: $1,194,887Liabilities 2011: $38,610Net Assets 2011: $1,156,2772011Assets 2012: $1,239,949Liabilities 2012: $38,610Net Assets 2012: $1,201,3392012Assets 2013: $1,294,218Liabilities 2013: $0Net Assets 2013: $1,294,2182013Assets 2014: $1,353,359Liabilities 2014: $0Net Assets 2014: $1,353,3592014Assets 2015: $1,365,845Liabilities 2015: $0Net Assets 2015: $1,365,8452015Assets 2016: $1,314,539Liabilities 2016: $0Net Assets 2016: $1,314,5392016Assets 2017: $1,293,920Liabilities 2017: $0Net Assets 2017: $1,293,9202017Assets 2018: $1,364,709Liabilities 2018: $0Net Assets 2018: $1,364,7092018Assets 2019: $1,377,663Liabilities 2019: $0Net Assets 2019: $1,377,6632019Assets 2020: $1,315,362Liabilities 2020: $0Net Assets 2020: $1,315,3622020Assets 2021: $1,380,906Liabilities 2021: $0Net Assets 2021: $1,380,9062021Assets 2022: $1,346,171Liabilities 2022: $0Net Assets 2022: $1,346,1712022Assets 2023: $1,309,883Liabilities 2023: $0Net Assets 2023: $1,309,8832023Assets 2024: $1,344,041Liabilities 2024: $0Net Assets 2024: $1,344,0412024

Highlighted filing

2024

Assets$1,344,041
Liabilities$0
Net Assets$1,344,041
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$200K$100K$0-$100KRevenue 2010: $7,712Expenses 2010: $71,990Net Income 2010: -$64,2782010Revenue 2011: -$524Expenses 2011: $66,781Net Income 2011: -$67,3052011Revenue 2012: $111,072Expenses 2012: $68,849Net Income 2012: $42,2232012Revenue 2013: $146,789Expenses 2013: $69,928Net Income 2013: $76,8612013Revenue 2014: $130,583Expenses 2014: $72,267Net Income 2014: $58,3162014Revenue 2015: $80,938Expenses 2015: $76,229Net Income 2015: $4,7092015Revenue 2016: $26,401Expenses 2016: $76,618Net Income 2016: -$50,2172016Revenue 2017: $69,580Expenses 2017: $75,086Net Income 2017: -$5,5062017Revenue 2018: $118,324Expenses 2018: $75,796Net Income 2018: $42,5282018Revenue 2019: $93,680Expenses 2019: $76,742Net Income 2019: $16,9382019Revenue 2020: $29,214Expenses 2020: $79,558Net Income 2020: -$50,3442020Revenue 2021: $154,044Expenses 2021: $84,564Net Income 2021: $69,4802021Revenue 2022: $58,404Expenses 2022: $89,302Net Income 2022: -$30,8982022Revenue 2023: $52,822Expenses 2023: $87,187Net Income 2023: -$34,3652023Revenue 2024: $122,416Expenses 2024: $86,733Net Income 2024: $35,6832024

Highlighted filing

2024

Revenue$122,416
Expenses$86,733
Net Income$35,683
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,344,041
Liabilities
$0
Net assets
$1,344,041
Revenue
$122,416
Expenses
$86,733
Net income
$35,683
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.12$0.09$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.05$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.06$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.15$0.08$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.03$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.09$0.08$0.02
2018Summary only. Only limited summary data is available for this year.$1.36$0.00$1.36$0.12$0.08$0.04
2017Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$0.07$0.08$0.01
2016Summary only. Only limited summary data is available for this year.$1.31$0.00$1.31$0.03$0.08$0.05
2015Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.08$0.08$0.00
2014Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$0.13$0.07$0.06
2013Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$0.15$0.07$0.08
2012Summary only. Only limited summary data is available for this year.$1.24$0.04$1.20$0.11$0.07$0.04
2011Summary only. Only limited summary data is available for this year.$1.19$0.04$1.16$0.00$0.07$0.07
2010Summary only. Only limited summary data is available for this year.$1.27$0.04$1.23$0.01$0.07$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$519,652
Mission and Program Overview

Mission

Provides direct and permanent support to the named beneficiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,309,883$1,344,041▲ $34,158
Investments in Publicly Traded Securities$1,031,796$1,056,891▲ $25,095
Investments Other Securities$267,677$273,331▲ $5,654
Savings and Temporary Cash Investments$10,410$13,819▲ $3,409
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$1,309,883$1,344,041▲ $34,158
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,309,883$1,344,041▲ $34,158
Total Liabilities and Net Assets / Fund Balance$1,309,883$1,344,041▲ $34,158

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$126,553--
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bank of Oklahoma Na BokCorporate TrusteeFT$7,807$7,807
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$104,706
Other Revenue
$17,710
Change in Net Assets
$35,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,894
Salaries, Compensation, and Employee Benefits$7,807
Other Expenses$3,032
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,894--$75,894
Current Officers, Directors, Trustees, and Key Employees-$7,807-$7,807
Fees for Services Accounting-$1,550-$1,550
Other Expenses-$1,261-$1,261
Fees for Service Investment Mgmnt Fees-$221-$221
Total Functional Expenses$75,894$10,839$0$86,733
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SAINT SIMEON'S EPISCOPAL HOME FOUNDATIONTulsa, OK501(c)(3)Support Foundation$75,894
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11

“The tax returns are prepared by an outside accounting firm and reviewed internally by the trustee.”

FORM 990, PART VI, LINE 15A & 15B

“There are no employees compensated. The only compensation from the entity is the institutional trustee fees.”

Form 990, Part VI, Line 18

“The organization makes its forms 990 and 990-t available to the public upon request at the organization's office care of bank of oklahoma, n.a.”

Form 990, Part VI, Line 19

“The organization makes its governing documents and financial statements available to the public upon request at the organization's office care of bank of oklahoma, n.a.”

Form 990, Part VII, Section A

“As trustee, an entire team of persons at the bank of oklahoma provide services including managing investments, accounting for transactions, engaging with the beneficiaries, overseeing support to the supported organizations, maintaining compliance requirements, and etc. The average hours per week listed for this trustee in part vii, section a, column b is merely an estimate of the man hours required of the bank as trustee.”

Filing and Contact Details

Filer

Filer Name
James A Leta M Chapman Endowment Trust
EIN
73-6109142
In Care Of
% BOKF NA
Phone
9186191526
Address
PO BOX 1620, TULSA, OK 74101-1620

Signing Officer

Name
Bokf Na
Title
Trustee
Phone
9186191526
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bokf Na
Formed
1966
Legal Domicile
Ok
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
2100 EAST CARY STREET SUITE 201, RICHMOND, VA 23223
Preparer
LaKrisha J Castleberry
Phone
8043446000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Other k-1 decrease $1,680”

Raw XML AppendixShowing 400 of 497 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
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IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0FINANCIAL SUPPORT TO SAINT SIMEON'S EPISCOPAL HOME FOUNDATION
IRS990/DescribedInSection501c3Ind0true
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/PYGrantsAndSimilarPaidAmt077490
IRS990/PYInvestmentIncomeAmt039862
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02545
IRS990/PYOtherRevenueAmt012960
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-34365
IRS990/PYSalariesCompEmpBnftPaidAmt07152
IRS990/PYTotalExpensesAmt087187
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt052822
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt035683
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010410
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013819
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0A CLOSE AND CONTINUOUS RELATIONSHIP IS MAINTAINED WITH THE SUPPORTED ORGANIZATION THROUGH ANNUAL INVESTMENT REVIEWS, PROVIDING MONTHLY STATEMENTS, WORKING WITH BENEFICIARY AUDITORS, ADDITIONAL MEETINGS AND DISCUSSIONS AS NEEDED, AND DISCUSSIONS REGARDING DISTRIBUTIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE OFFICERS, DIRECTORS, AND TRUSTEES OF THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE SUPPORTING ORGANIZATION THROUGH ANNUAL MEETING AND REGULAR COMMUNICATIONS REGARDING THE SUPPORTING ORGANIZATION'S INVESTMENT AND PLANS FOR DISTRIBUTIONS. THE TRUSTEE ALSO HAS A REPRESENTATIVE ON THE BOARD OF DIRECTORS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE TRUSTEE MAKES ANNUAL WRITTEN REPORTS OF THE ASSETS OF THE TRUST, INCLUDING DESCRIPTIONS, DETAILED LISTING, AND INCOME EARNED TO THE BENEFICIARIES. NO GRANT, CONTRIBUTION OR BEQUEST WAS RECEIVED BY THE TRUST AFTER NOVEMBER 20, 1970. THE TRUST IS REQUIRED BY ITS GOVERNING INSTRUMENT TO DISTRIBUTE ALL OF ITS NEW INCOME TO ITS DESIGNATED BENEFICIARIES. THE TRUSTEE DOES NOT HAVE DISCRETION TO VARY EITHER THE BENEFICIARY OR THE AMOUNTS PAYABLE TO THE BENEFICIARY. NONE OF THE TRUSTEES ARE DISQUALIFIED PERSONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2SCHEDULE A, PART V, LINE 1
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0731615760
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt075894
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAINT SIMEON'S EPISCOPAL HOME FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt075894
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0146778
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1126553
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CHAPMAN HEDGED LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CHAPMAN REAL ASSETS LLC
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueSecuritiesAmt0273331
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt075894
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAINT SIMEON'S EPISCOPAL HOME FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0731615760
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03701 NORTH CINCINNATI
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TULSA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd074106
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THIS ENTITY WORKS CLOSELY WITH THE ORGANIZATIONS IT SUPPORTS. THUS IT IS CONSTANTLY AWARE OF THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURNS ARE PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED INTERNALLY BY THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO EMPLOYEES COMPENSATED. THE ONLY COMPENSATION FROM THE ENTITY IS THE INSTITUTIONAL TRUSTEE FEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS FORMS 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE CARE OF BANK OF OKLAHOMA, N.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE CARE OF BANK OF OKLAHOMA, N.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS TRUSTEE, AN ENTIRE TEAM OF PERSONS AT THE BANK OF OKLAHOMA PROVIDE SERVICES INCLUDING MANAGING INVESTMENTS, ACCOUNTING FOR TRANSACTIONS, ENGAGING WITH THE BENEFICIARIES, OVERSEEING SUPPORT TO THE SUPPORTED ORGANIZATIONS, MAINTAINING COMPLIANCE REQUIREMENTS, AND ETC. THE AVERAGE HOURS PER WEEK LISTED FOR THIS TRUSTEE IN PART VII, SECTION A, COLUMN B IS MERELY AN ESTIMATE OF THE MAN HOURS REQUIRED OF THE BANK AS TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OTHER K-1 DECREASE $1,680
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, LINE 15a & 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SAINT SIMEON'S EPISCOPAL HOME FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0731615760
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PHILANTHROPY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03701 NORTH CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TULSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd074106
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false

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