Civic Intelligence

Ja & Leta Chapman Charitable Tr

EIN 73-6112228 • 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

2nd percentile

0.00x

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

501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

2nd percentile

0.00x

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

501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

64th percentile

8.7%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

94th percentile

$3,786,759

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Asset Growth

28th percentile

0.5%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

44%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$979,371,730

Up $4,783,354 (+0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$979,371,730

Up $4,783,354 (+0.5%) from 2023

Operations
Liabilities / Revenue2nd percentileNet Margin64th percentile

Revenue

Up

$67,492,246

Up $20,775,967 (+44%) from 2023

Expenses

Down

$61,617,259

Down $700,226 (-1.1%) from 2023

Net Income

Up

$5,874,987

Up $21,476,193 (+138%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$1.5B$1.0B$500M$0Assets 2010: $793,965,738Liabilities 2010: $17,884,392Net Assets 2010: $776,081,3462010Assets 2011: $794,402,227Liabilities 2011: $17,884,392Net Assets 2011: $776,517,8352011Assets 2012: $795,252,377Liabilities 2012: $17,884,392Net Assets 2012: $777,367,9852012Assets 2013: $835,160,937Liabilities 2013: $0Net Assets 2013: $835,160,9372013Assets 2014: $872,322,856Liabilities 2014: $0Net Assets 2014: $872,322,8562014Assets 2015: $900,581,198Liabilities 2015: $0Net Assets 2015: $900,581,1982015Assets 2016: $883,316,895Liabilities 2016: $0Net Assets 2016: $883,316,8952016Assets 2017: $892,263,336Liabilities 2017: $0Net Assets 2017: $892,263,3362017Assets 2018: $949,802,828Liabilities 2018: $0Net Assets 2018: $949,802,8282018Assets 2019: $966,465,901Liabilities 2019: $0Net Assets 2019: $966,465,9012019Assets 2020: $948,689,027Liabilities 2020: $0Net Assets 2020: $948,689,0272020Assets 2021: $1,004,993,686Liabilities 2021: $0Net Assets 2021: $1,004,993,6862021Assets 2022: $990,481,506Liabilities 2022: $0Net Assets 2022: $990,481,5062022Assets 2023: $974,588,376Liabilities 2023: $0Net Assets 2023: $974,588,3762023Assets 2024: $979,371,730Liabilities 2024: $0Net Assets 2024: $979,371,7302024

Highlighted filing

2024

Assets$979,371,730
Liabilities$0
Net Assets$979,371,730
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$150M$100M$50M$0-$50MRevenue 2010: $38,714,004Expenses 2010: $46,902,222Net Income 2010: -$8,188,2182010Revenue 2011: $46,064,396Expenses 2011: $43,003,408Net Income 2011: $3,060,9882011Revenue 2012: $43,299,248Expenses 2012: $42,058,048Net Income 2012: $1,241,2002012Revenue 2013: $89,859,764Expenses 2013: $42,896,104Net Income 2013: $46,963,6602013Revenue 2014: $76,235,768Expenses 2014: $44,848,505Net Income 2014: $31,387,2632014Revenue 2015: $64,929,999Expenses 2015: $47,368,494Net Income 2015: $17,561,5052015Revenue 2016: $36,840,827Expenses 2016: $49,959,029Net Income 2016: -$13,118,2022016Revenue 2017: $66,442,861Expenses 2017: $49,713,024Net Income 2017: $16,729,8372017Revenue 2018: $99,568,993Expenses 2018: $55,078,655Net Income 2018: $44,490,3382018Revenue 2019: $64,088,635Expenses 2019: $53,846,718Net Income 2019: $10,241,9172019Revenue 2020: $37,679,053Expenses 2020: $52,121,044Net Income 2020: -$14,441,9912020Revenue 2021: $116,236,869Expenses 2021: $57,969,172Net Income 2021: $58,267,6972021Revenue 2022: $51,073,826Expenses 2022: $60,738,003Net Income 2022: -$9,664,1772022Revenue 2023: $46,716,279Expenses 2023: $62,317,485Net Income 2023: -$15,601,2062023Revenue 2024: $67,492,246Expenses 2024: $61,617,259Net Income 2024: $5,874,9872024

Highlighted filing

2024

Revenue$67,492,246
Expenses$61,617,259
Net Income$5,874,987
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$979,371,730
Liabilities
$0
Net assets
$979,371,730
Revenue
$67,492,246
Expenses
$61,617,259
Net income
$5,874,987
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$979$0.00$979$67.5$61.6$5.87
2023Detailed filing. Detailed filing data is available for this year.$975$0.00$975$46.7$62.3$15.6
2022Detailed filing. Detailed filing data is available for this year.$990$0.00$990$51.1$60.7$9.66
2021Detailed filing. Detailed filing data is available for this year.$1,005$0.00$1,005$116$58.0$58.3
2020Detailed filing. Detailed filing data is available for this year.$949$0.00$949$37.7$52.1$14.4
2019Detailed filing. Detailed filing data is available for this year.$966$0.00$966$64.1$53.8$10.2
2018Summary only. Only limited summary data is available for this year.$950$0.00$950$99.6$55.1$44.5
2017Summary only. Only limited summary data is available for this year.$892$0.00$892$66.4$49.7$16.7
2016Summary only. Only limited summary data is available for this year.$883$0.00$883$36.8$50.0$13.1
2015Summary only. Only limited summary data is available for this year.$901$0.00$901$64.9$47.4$17.6
2014Summary only. Only limited summary data is available for this year.$872$0.00$872$76.2$44.8$31.4
2013Summary only. Only limited summary data is available for this year.$835$0.00$835$89.9$42.9$47.0
2012Summary only. Only limited summary data is available for this year.$795$17.9$777$43.3$42.1$1.24
2011Summary only. Only limited summary data is available for this year.$794$17.9$777$46.1$43.0$3.06
2010Summary only. Only limited summary data is available for this year.$794$17.9$776$38.7$46.9$8.19
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
$271,087,889
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$974,588,376$979,371,730▲ $4,783,354
Investments in Publicly Traded Securities$626,350,483$620,224,719▼ $6,125,764
Investments Other Securities$332,637,159$344,111,243▲ $11,474,084
Savings and Temporary Cash Investments$15,598,336$15,035,768▼ $562,568
Cash and Non-Interest-Bearing Accounts$2,398$0▼ $2,398
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$974,588,376$979,371,730▲ $4,783,354
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$974,588,376$979,371,730▲ $4,783,354
Total Liabilities and Net Assets / Fund Balance$974,588,376$979,371,730▲ $4,783,354

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$258,854--
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Bank of Oklahoma Na BokCorporate TrusteeFT$3,786,759$3,786,759
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$51,553,299
Other Revenue
$15,938,947
Change in Net Assets
$5,874,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$56,091,380
Salaries, Compensation, and Employee Benefits$3,786,759
Other Expenses$1,739,120
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$56,091,380--$56,091,380
Current Officers, Directors, Trustees, and Key Employees-$3,786,759-$3,786,759
Royalties-$250,760-$250,760
Fees for Service Investment Mgmnt Fees-$152,187-$152,187
Other Expenses-$125,952-$125,952
Fees for Services Accounting-$43,450-$43,450
All Other Expenses-$34,609-$34,609
Fees for Services Legal-$8,706-$8,706
Total Functional Expenses$56,091,380$5,525,879$0$61,617,259
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of TulsaTulsa, OK501(c)(3)Support School$16,827,414
Trinity UniversitySan Antonio, TX501(c)(3)Support School$14,022,845
Oklahoma Medical Research FoundationOklahoma City, OK501(c)(3)Medical Research$10,652,892
St John Medical CenterTulsa, OK501(c)(3)Health Services$10,348,225
John Brown UniversitySiloam Springs, AR501(c)(3)Support School$2,804,569
Tulsa Area United WayTulsa, OK501(c)(3)Human Services$1,435,435
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
CEO compensation reviewed
No
Other officer compensation reviewed
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
J A Leta M Chapman TR 486002AC2
EIN
73-6112228
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 $1,129,159”

Raw XML AppendixShowing 400 of 691 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt034609
IRS990/AllOtherExpensesGrp/TotalAmt034609
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0BOKF NA
IRS990/BooksInCareOfDetail/PhoneNum09186191526
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1620
IRS990/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0741011620
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0974588376
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0979371730
IRS990/CashNonInterestBearingGrp/BOYAmt02398
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03786759
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03786759
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt056091380
IRS990/CYInvestmentIncomeAmt051553299
IRS990/CYOtherExpensesAmt01739120
IRS990/CYOtherRevenueAmt015938947
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt05874987
IRS990/CYSalariesCompEmpBnftPaidAmt03786759
IRS990/CYTotalExpensesAmt061617259
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt067492246
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0FINANCIAL SUPPORT TO THE UNIVERSITY OF TULSA
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt016827414
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt043450
IRS990/FeesForServicesAccountingGrp/TotalAmt043450
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt08706
IRS990/FeesForServicesLegalGrp/TotalAmt08706
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0152187
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0152187
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0BANK OF OKLAHOMA NA BOK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03786759
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0CORPORATE TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt031082372
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt016827414
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt056091380
IRS990/GrantsToDomesticOrgsGrp/TotalAmt056091380
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0234678015
IRS990/GrossReceiptsAmt0271087889
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt020470927
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020470927
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0332637159
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0626350483
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IRS990/IRPDocumentCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0203595643
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0331
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0331
IRS990/MissionDesc0PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0155275
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-1129159
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES WITHHELD
IRS990/OtherExpensesGrp/Desc1STATUTORY DEPLETION
IRS990/OtherExpensesGrp/Desc2FEDERAL TAX PAYMENT
IRS990/OtherExpensesGrp/Desc3MINERAL INTEREST EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0770807
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1180340
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2172309
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3125952
IRS990/OtherExpensesGrp/TotalAmt0770807
IRS990/OtherExpensesGrp/TotalAmt1180340
IRS990/OtherExpensesGrp/TotalAmt2172309
IRS990/OtherExpensesGrp/TotalAmt3125952
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IRS990/OtherRevenueMiscGrp/Desc1FEDERAL TAX REFUND
IRS990/OtherRevenueMiscGrp/Desc2LEASE BONUS
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IRS990/OtherRevenueMiscGrp/ExclusionAmt1198183
IRS990/OtherRevenueMiscGrp/ExclusionAmt264000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013513175
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1198183
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt264000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0486120
IRS990/OtherRevenueTotalAmt013775689
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BOKF NA
IRS990/PriorPeriodAdjustmentsAmt037526
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0FINANCIAL SUPPORT TO TRINITY UNIVERSITY
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt014022845
IRS990/ProgSrvcAccomActy2Grp/GrantAmt014022845
IRS990/ProgSrvcAccomActy3Grp/Desc0FINANCIAL SUPPORT TO OKLAHOMA MEDICAL RESEARCH FOUNDATION
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt010652892
IRS990/ProgSrvcAccomActy3Grp/GrantAmt010652892
IRS990/ProgSrvcAccomActyOtherGrp/Desc0FINANCIAL SUPPORT TO ST JOHN MEDICAL CENTER
IRS990/ProgSrvcAccomActyOtherGrp/Desc1FINANCIAL SUPPORT TO JOHN BROWN UNIVERSITY
IRS990/ProgSrvcAccomActyOtherGrp/Desc2FINANCIAL SUPPORT TO TULSA AREA UNITED WAY
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt010348225
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt12804569
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt21435435
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt010348225
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt12804569
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt21435435
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
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IRS990/PYGrantsAndSimilarPaidAmt056187703
IRS990/PYInvestmentIncomeAmt030908599
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IRS990/PYOtherExpensesAmt02545945
IRS990/PYOtherRevenueAmt015807680
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-15601206
IRS990/PYSalariesCompEmpBnftPaidAmt03583837
IRS990/PYTotalExpensesAmt062317485
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt046716279
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05874987
IRS990/RelatedEntityInd0true
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IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt0250760
IRS990/RoyaltiesGrp/TotalAmt0250760
IRS990/RoyaltiesRevenueGrp/ExclusionAmt02163258
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt02163258
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015598336
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015035768
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
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IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE 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/ExplanationTxt1THE OFFICERS, DIRECTORS, AND TRUSTEES OF THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES AND MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTING ORGANIZATION THROUGH ANNUAL MEETINGS AND REGULAR COMMUNICATIONS REGARDING THE SUPPORTING ORGANIZATION'S INVESTMENTS AND PLANS FOR DISTRIBUTIONS. IN ADDITION, THE TRUSTEE HAS REPRESENTATIVES ON THE BOARDS OF THE UNIVERSITY OF TULSA, THE OKLAHOMA MEDICAL RESEARCH FOUNDATION, ST. JOHN MEDICAL CENTER, AND THE TULSA UNITED WAY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART V, LINE 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, SECTION D, LINES 2 & 3
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
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd47
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd53
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt016827414
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt114022845
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt210652892

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