Civic Intelligence

The Merrick Foundation

990PF • Fiscal year 2011 • EIN 73-6111622

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 15, 2012

2932 NW 122nd StreetRoom/Suite D73120
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2011 filings • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

61st percentile

$2,000

Higher top officer pay than 61% of similar nonprofits.

2011 filings • $5M-$10M nonprofits • Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$9,700,239

No earlier filing loaded for comparison.

Net Assets

$9,700,239

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$639,653

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $9,700,239Liabilities 2011: $0Net Assets 2011: $9,700,2392011Assets 2012: $10,208,683Liabilities 2012: $0Net Assets 2012: $10,208,6832012Assets 2013: $10,367,269Liabilities 2013: $0Net Assets 2013: $10,367,2692013Assets 2014: $10,349,747Liabilities 2014: $0Net Assets 2014: $10,349,7472014Assets 2015: $9,648,847Liabilities 2015: $0Net Assets 2015: $9,648,8472015Assets 2016: $9,960,247Liabilities 2016: $0Net Assets 2016: $9,960,2472016Assets 2017: $10,696,177Liabilities 2017: $0Net Assets 2017: $10,696,1772017Assets 2018: $9,608,472Liabilities 2018: $0Net Assets 2018: $9,608,4722018Assets 2019: $10,837,244Liabilities 2019: $0Net Assets 2019: $10,837,2442019Assets 2020: $11,532,134Liabilities 2020: $0Net Assets 2020: $11,532,1342020Assets 2021: $12,615,261Liabilities 2021: $0Net Assets 2021: $12,615,2612021Assets 2022: $10,953,660Liabilities 2022: $0Net Assets 2022: $10,953,6602022Assets 2023: $11,822,427Liabilities 2023: $0Net Assets 2023: $11,822,4272023Assets 2024: $12,275,861Liabilities 2024: $0Net Assets 2024: $12,275,8612024

Highlighted filing

2011

Assets$9,700,239
Liabilities$0
Net Assets$9,700,239

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $639,6532011Expenses 2012: $579,5492012Revenue 2013: $485,429Expenses 2013: $526,716Net Income 2013: -$41,2872013Revenue 2014: $359,186Expenses 2014: $578,441Net Income 2014: -$219,2552014Revenue 2015: $434,765Expenses 2015: $568,987Net Income 2015: -$134,2222015Revenue 2016: $122,839Expenses 2016: $554,967Net Income 2016: -$432,1282016Revenue 2017: $384,964Expenses 2017: $542,442Net Income 2017: -$157,4782017Revenue 2018: $327,798Expenses 2018: $536,354Net Income 2018: -$208,5562018Revenue 2019: $522,380Expenses 2019: $558,358Net Income 2019: -$35,9782019Revenue 2020: $639,728Expenses 2020: $543,565Net Income 2020: $96,1632020Revenue 2021: $1,411,240Expenses 2021: $591,651Net Income 2021: $819,5892021Revenue 2022: $487,750Expenses 2022: $666,708Net Income 2022: -$178,9582022Revenue 2023: $997,117Expenses 2023: $568,127Net Income 2023: $428,9902023Revenue 2024: $724,351Expenses 2024: $613,106Net Income 2024: $111,2452024

Highlighted filing

2011

Revenue-
Expenses$639,653
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 15, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ELIZABETH M COETrustee-$2,000-$2,000
ROSS M COEPresident-$2,000-$2,000
CHARLES R COE JRTrustee-$2,000-$2,000
WARD I COETrustee-$2,000-$2,000
WARD S MERRICK IIITrustee-$2,000-$2,000
FRANK W MERRICKVice Preside-$2,000-$2,000
VALDA M BUCHANANSecretary-$2,000-$2,000
MICHAEL A MCCAULEYTrustee-$2,000-$2,000
LAURA CLAYTrustee-$2,000-$2,000
JESSIE NANCETrustee-$2,000-$2,000
FRANK W MERRICK JRAssoc Truste-$2,000-$2,000
ROBERT COEAssoc Truste-$1,000-$1,000
RYAN COEAssoc Truste-$1,000-$1,000
GERALD BUCHANANAssoc Truste-$1,000-$1,000
MERRICK COEAssoc Truste-$1,000-$1,000
GWEN GAINESAssoc Truste-$1,000-$1,000
MARY KATHERINE MERRICKAssoc Truste-$500-$500
KARI KOSTERAssist Secre-$0--
SHERRIE SCHROEDERTreasurer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOKLAHOMA STATE UNIV FOUNDATION3RD INSTALLMENT OF MOVING THE NEEDLE501(C)(3)STILLWATER, OK, US$100,000
Paid GrantUNIV OF OK FOUNDATION INC3RD INSTALLMENT OF MOVING THE NEEDLE501(C)(3)NORMAN, OK, US$100,000
Paid GrantGREATER ARDMORE SCHOLARSHIP FOUNDATUNRESTRICTED GIFT FOR OPERATING EXPE501(C)(3)ARDMORE, OK, US$30,000
Paid GrantMERCY MEMORIAL HEALTH CENTER FOUNDA4TH INSTALLMENT OF A 5 YEAR PLEDGE501(C)(3)ARDMORE, OK, US$25,000
Paid GrantSUNBEAM FAMILY SVCS INCSUNBEAM: NEW HOME FOREVER FAMILY501(C)(3)OKLAHOMA CITY, OK, US$15,000
Paid GrantARBUCKLE LIFE SOLUTIONSUNRESTRICTED GIFT FOR OPERATING EXPE501(C)(3)ARDMORE, OK, US$10,000
Paid GrantARDMORE FAMILY YMCAUNRESTRICTED GIFT FOR OPERATING EXPE501(C)(3)ARDMORE, OK, US$10,000
Paid GrantCARTER COUNTY CASAUNRESTRICTED GIFT FOR OPERATING EXPE501(C)(3)ARDMORE, OK, US$10,000
Paid GrantDEAN MCGEE EYE INSTITUTE5TH INST OF 5 YR PLEDGE, 2011 GRANT501(C)(3)OKLAHOMA CITY, OK, US$10,000
Paid GrantFAMILY SHELTER OF SOUTHERN OKLAHOMASHELTER VICTIM ADVOCATE501(C)(3)ARDMORE, OK, US$10,000
Paid GrantGRACE CENTER OF SOUTHERN OK INCGRACE CENTER PROGRAMS501(C)(3)ARDMORE, OK, US$10,000
Paid GrantREGIONAL FOOD BANK OF OKLAHOMA2012 REGIONAL FOOD BANK RURAL DISTRI501(C)(3)OKLAHOMA CITY, OK, US$10,000
Paid GrantYMCA OF GREATER OKLAHOMA CITYYMCA MILITARY WELCOME CENTER501(C)(3)OKLAHOMA CITY, OK, US$10,000
Paid GrantYWCA OKLAHOMA CITYYWCA OKLAHOMA CITY CRISIS SERVICES501(C)(3)OKLAHOMA CITY, OK, US$10,000
Paid GrantPREVENT BLINDNESS OKLAHOMAPREVENT BLINDNESS OKLAHOMA CHILDREN'501(C)(3)OKLAHOMA CITY, OK, US$5,000
Paid GrantAMERICAN RED CROSS OF CENTRAL OKLAHOKLAHOMA CITY DISASTER RELIEF501(C)(3)OKLAHOMA CITY, OK, US$5,000
Paid GrantGOOD SHEPHERD CLINICDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)ARDMORE, OK, US$5,000
Paid GrantHOPE CHRISTIAN COMMUNITY FOUNDATIONCHARLES & NANCY COE FUND501(C)(3)MEMPHIS, TN, US$5,000
Paid GrantINFANT CRISIS SERVICESDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$5,000
Paid GrantPAYNE EDUCATION CENTERPAYNE EDUCATION - ARDMORE501(C)(3)OKLAHOMA CITY, OK, US$5,000
Paid GrantOMRFFUNDS TO SUPPORT DISCOVERIES CAMPAIG501(C)(3)OKLAHOMA CITY, OK, US$3,000
Paid GrantPHILANTHROPY ROUNDTABLEALLIANCE FOR CHARITABLE REFORM501(C)(3)WASHINGTON, DC, US$2,500
Paid GrantST GEORGE'S GUILDST. GEORGE GUILD FUNDRAISER501(C)(3)OKLAHOMA CITY, OK, US$2,500
Paid GrantDELIVERANCE MINISTRIES INCDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$2,500
Paid GrantNEW DIMENSION CHURCHDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$2,500
Paid GrantFRIENDS OF THE CAPITOLJOHN HOPE FRANKLIN PORTRAIT501(C)(3)OKLAHOMA CITY, OK, US$1,500
Paid GrantC-SARA FOUNDATIONDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)ARDMORE, OK, US$1,500
Paid GrantFAMILY SHELTER OF SOUTHERN OKLAHOMADISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)ARDMORE, OK, US$1,500
Paid GrantGRACE CENTER OF SOUTHERN OK INCDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)ARDMORE, OK, US$1,500
Paid GrantOKLAHOMA FOUNDATION FOR EXCELLENCESUPPORT SCHOLARSHIPS FOR OK TEACHERS501(C)(3)OKLAHOMA CITY, OK, US$1,500
Paid GrantSOSU FOUNDATIONDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)DURANT, OK, US$1,300
Paid GrantCHURCH OF THE HOLY SPIRIT ANGLICANDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)TULSA, OK, US$1,000
Paid GrantCROSS AND CROWNDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$1,000
Paid GrantFRIENDS OF DUMBARTON HOUSEDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)BARLESVILL, OK, US$1,000
Paid GrantFRIENDS OF SULGRAVE MANORDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)HARBOR SPRINGS, MI, US$1,000
Paid GrantHOMELESS ALLIANCE INC THEDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$1,000
Paid GrantINFANT CRISIS SERVICESDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$1,000
Paid GrantNARROW WAY MINISTRIESDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)JACKSONVILLE, FL, US$1,000
Paid GrantPOTTER'S CLAY MINISTRIES INCDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$1,000
Paid GrantREGIONAL FOOD BANK OF OKLAHOMADISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$1,000
Paid GrantSHORELINE CHRISTIAN CENTERSHORELINE CHURCH DALLAS501(C)(3)AUSTIN, TX, US$1,000
Paid GrantST PHILIP'S EPISCOPAL - FRISCODISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)FRISCO, TX, US$1,000
Paid GrantSOSU FOUNDATIONDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)DURANT, OK, US$990
Paid GrantSOSU FOUNDATIONDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)DURANT, OK, US$710
Paid GrantBRIDGES OF NORMANDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)NORMAN, OK, US$500
Paid GrantCITY RESCUE MISSIONDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$500
Paid GrantFRIENDS OF GUNSTON HALLDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)MASON NECK, VA, US$500
Paid GrantFRIENDS OF THE OVERHOLSER MANSIONDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$500
Paid GrantHARDY MURPHY COLISEUMDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)ARDMORE, OK, US$500
Paid GrantNORMAN PUBLIC SCHOOLS FOUNDATION250 ST. JOHN SCHOL, 250 AUSTIN MCK501(C)(3)NORMAN, OK, US$500
Paid GrantOKLAHOMA CITY HUMANE SOCIETYDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$500
Paid GrantOKLAHOMA CITY PUBLIC SCHOOLS FOUNDANICHOLS HILLS ELEM, HONOR OF MASON &501(C)(3)OKLAHOMA CITY, OK, US$500
Paid GrantOKLAHOMA CITY PUBLIC SCHOOLS FOUNDANICHOLS HILLS ELEMENTARY, IN HONOR O501(C)(3)OKLAHOMA CITY, OK, US$500
Paid GrantPINE MANOR COLLEGEDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)CHESTNUT HILL, MA, US$500
Paid GrantSOSU FOUNDATIONDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)DURANT, OK, US$500
Paid GrantUNITED WAY - TULSA AREADISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)TULSA, OK, US$500
Paid GrantUNIV OF OK PRESIDENT'S ASSOCIATE PFUNDS TO SUPPORT DELTA UPSILON EDUC501(C)(3)NORMAN, OK, US$500
Paid GrantMAKE A WISH - OKLAHOMADISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$300
Paid GrantGIRLS ON THE RUN - OKLAHOMADISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)EDMOND, OK, US$290
Paid GrantCOMMON THREADSDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)CHICAGO, IL, US$250
Paid GrantCOMMUNITIES FOUNDATION OF OKLAHOMAMEN'S ASSOCIATION OF NORMAN501(C)(3)OKLAHOMA CITY, OK, US$250
Paid GrantHOMELESS ALLIANCE INC THEDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$250
Paid GrantOKLAHOMA AIDS CARE FUND INCDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)OKLAHOMA CITY, OK, US$250
Paid GrantOKLAHOMA OUTREACH FOUNDATIONFUNDS TO SUPPORT SOBER SCHOOL501(C)(3)OKLAHOMA CITY, OK, US$250
Paid GrantPETS AND PEOPLE HUMANE SOCIETYDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)YUKON, OK, US$250
Paid GrantKIDS ACROSS AMERICADISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)BRANSON, MO, US$210
Paid GrantNORMAN REGIONAL HEALTH FOUNDATIONDISCRETIONARY GRANT - GENERAL OPERAT501(C)(3)NORMAN, OK, US$200
Filing and Contact Details

Filer

EIN
73-6111622
Raw XML AppendixShowing 400 of 1,202 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/AccountingFees/Amount01480
AccountingFeesSchedule/AccountingFees/Category0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps01480
CompensationExplanation/Compensation/PersonName0ELIZABETH M COE
CompensationExplanation/Compensation/PersonName1ROSS M COE
CompensationExplanation/Compensation/PersonName2CHARLES R COE JR
CompensationExplanation/Compensation/PersonName3WARD I COE
CompensationExplanation/Compensation/PersonName4WARD S MERRICK III
CompensationExplanation/Compensation/PersonName5FRANK W MERRICK
CompensationExplanation/Compensation/PersonName6VALDA M BUCHANAN
CompensationExplanation/Compensation/PersonName7MICHAEL A MCCAULEY
CompensationExplanation/Compensation/PersonName8LAURA CLAY
CompensationExplanation/Compensation/PersonName9JESSIE NANCE
CompensationExplanation/Compensation/PersonName10FRANK W MERRICK JR
CompensationExplanation/Compensation/PersonName11ROBERT COE
CompensationExplanation/Compensation/PersonName12RYAN COE
CompensationExplanation/Compensation/PersonName13MARY KATHERINE MERRICK
CompensationExplanation/Compensation/PersonName14GERALD BUCHANAN
CompensationExplanation/Compensation/PersonName15MERRICK COE
CompensationExplanation/Compensation/PersonName16GWEN GAINES
CompensationExplanation/Compensation/PersonName17KARI KOSTER
CompensationExplanation/Compensation/PersonName18SHERRIE SCHROEDER
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue0260078
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV0260078
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue03571195
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV03571195
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOther/BookValue04673507
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV04673507
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount0114640
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount0446186
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode018
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0560826
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0560826
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps01480
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss01480
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm0446186
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps022000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm05500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss027500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0433500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0433500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm0114640
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss0114640
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-78827
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice03720039
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0446186
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0450863
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps012545
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm079
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss012624
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblPrps054163
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm099042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss0153205
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm05342
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss07172
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0527860
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0109963
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0639653
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0560826
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0560826
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps094360
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0109963
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0206153
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps04172
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss04172
IRS990PF/BalanceSheets/CashBOY01132317
IRS990PF/BalanceSheets/CashEOY032807
IRS990PF/BalanceSheets/CashEOYFMV032807
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0437966
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0260078
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0260078
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY04445578
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY03571195
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV03571195
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY0533651
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY0897213
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV0897213
IRS990PF/BalanceSheets/InvestmentsOtherBOY03849082
IRS990PF/BalanceSheets/InvestmentsOtherEOY04673507
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV04673507
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY0269343
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY0265439
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV0265439
IRS990PF/BalanceSheets/TotalAssetsBOY010667937
IRS990PF/BalanceSheets/TotalAssetsEOY09700239
IRS990PF/BalanceSheets/TotalAssetsEOYFMV09700239
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY010667937
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY09700239
IRS990PF/BalanceSheets/TotalNetAssetsBOY010667937
IRS990PF/BalanceSheets/TotalNetAssetsEOY09700239
IRS990PF/BalanceSheets/UnrestrictedBOY010667937
IRS990PF/BalanceSheets/UnrestrictedEOY09700239
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0446186
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis01657616
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis1246114
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis24136
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3190202
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis420212
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis5242798
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis631348
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis7280270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis85623
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis996540
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis10220711
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis11278283
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102009-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122011-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold122011-12-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0MORGAN STANLEY 16569 SEE STATEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1MORGAN STANLEY 16569 SEE STATEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2MORGAN STANLEY 16806 SEE STATEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3MORGAN STANLEY 16806 SEE STATEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4MORGAN STANLEY 24803 SEE STATEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5MORGAN STANLEY 24803 SEE STATEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6MORGAN STANLEY 21849 SEE STATEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7MORGAN STANLEY 21849 SEE STATEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8MORGAN STANLEY 25879 SEE STATEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9MORGAN STANLEY 25879 SEE STATEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10MORGAN STANLEY 27708 SEE STATEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11SALEM GLOBAL OPPORTUNITY FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12MORGAN STANLEY 31354 SEE STATEMENT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss040557
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss120501
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2275
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss3262028
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss46216
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss5-13798
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-167
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss735922
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss8-511
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss9-16640
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss10111367
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss11430
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss126
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses040557
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses120501
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses2275
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3262028
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses46216
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses5-13798
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-167
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses735922
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-511
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses9-16640
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10111367
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses11430
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses126
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice01698173
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice1266615
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice24411
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice3452230
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice426428
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice5229000
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice631181
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice7316192
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice85112
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice979900
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice10332078
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice11430
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice12278289
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired1P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired2P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired3P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired4P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired5P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired6P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired7P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired8P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired9P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired12P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss046806
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-78827
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases0-888871
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal09700239
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY010667937
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY09700239
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0510597
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj0510597
IRS990PF/DistributableAmount/DistributableAmountBeforeDed0510597
IRS990PF/DistributableAmount/MinimumInvestmentReturn0515106
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome04509
IRS990PF/DistributableAmount/TotalTax04509
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment01850
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax04509
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment022
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal04509
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome04509
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue02681
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments01850
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY09700239
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets010459008
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances01084312
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities09374696
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0156885
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn0515106
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets010302123
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets010459008
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine10MORGANSTANLEY SMITH BARNEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/BusinessName/BusinessNameLine11FOUNDATION MANAGEMENT INC
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/Compensation080392
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/Compensation157288
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/TypeOfService0INVESTMENT SVCS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/TypeOfService1MANAGEMENT SVCS
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/AddressLine102200 S UTICA PL STE 300
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/AddressLine112932 NW 122ND ST STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/City0TULSA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/City1OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/State0OK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/State1OK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/ZIPCode074114
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompensationOfHghstPaidCntrct/USAddress/ZIPCode173120
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition31.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition41.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition51.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition61.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition71.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition81.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition91.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition101.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition111.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition121.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition131.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition141.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition151.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition161.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition171.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition181.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation02000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation12000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation22000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation32000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation42000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation52000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation62000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation72000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation82000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation92000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation102000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation111000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation121000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation13500
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation141000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation151000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation161000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation170
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation180
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc70
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc80
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc90
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc110
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc120
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc130
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc140
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc150
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc160
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc170
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc180
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances30
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances40
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances60
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances70
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances80
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances90
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances100
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances110
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances120
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances130
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances140
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances150
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances160
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances170
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances180
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0ELIZABETH M COE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1ROSS M COE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2CHARLES R COE JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3WARD I COE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4WARD S MERRICK III
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5FRANK W MERRICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6VALDA M BUCHANAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7MICHAEL A MCCAULEY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName8LAURA CLAY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName9JESSIE NANCE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName10FRANK W MERRICK JR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName11ROBERT COE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName12RYAN COE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName13MARY KATHERINE MERRICK
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName14GERALD BUCHANAN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName15MERRICK COE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName16GWEN GAINES
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName17KARI KOSTER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName18SHERRIE SCHROEDER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title5VICE PRESIDE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title6SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title7TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title8TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title9TRUSTEE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title10ASSOC TRUSTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title11ASSOC TRUSTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title12ASSOC TRUSTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title13ASSOC TRUSTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title14ASSOC TRUSTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title15ASSOC TRUSTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title16ASSOC TRUSTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title17ASSIST SECRE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title18TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine102932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine112932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine122932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine132932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine142932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine152932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine162932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine172932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine182932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine192932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1102932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1112932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1122932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1132932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1142932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1152932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1162932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1172932 NW 122ND STREET STE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1182932 NW 122ND ST SUITE D
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City4OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City5OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City6OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City7OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City8OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City9OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City10OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City11OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City12OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City13OKLAHOMA CITY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City14OKLAHOMA CITY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$0.72$0.61$0.11
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$1.00$0.57$0.43
2022Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$0.49$0.67$0.18
2021Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$1.41$0.59$0.82
2020Detailed filing. Detailed filing data is available for this year.$11.5$0.00$11.5$0.64$0.54$0.10
2019Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$0.52$0.56$0.04
2018Detailed filing. Detailed filing data is available for this year.$9.61$0.00$9.61$0.33$0.54$0.21
2017Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$0.38$0.54$0.16
2016Detailed filing. Detailed filing data is available for this year.$9.96$0.00$9.96$0.12$0.55$0.43
2015Detailed filing. Detailed filing data is available for this year.$9.65$0.00$9.65$0.43$0.57$0.13
2014Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.36$0.58$0.22
2013Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.49$0.53$0.04
2012Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.58
2011Detailed filing. Detailed filing data is available for this year.$9.70$0.00$9.70$0.64