Leola M Osborn Trust

990PF • Fiscal year 2015 • EIN 73-6169571

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 21, 2016

Organization Profile

Bank Of America Na PO Box 831Dallas, TX 75283-1041

(800) 357-7094

Siviq Scores

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

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

-256%

Higher net margin than 4% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

$1,958

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 76.4% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

-4.6%

Faster asset growth than 35% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

374%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$134,903

Down $6,564 (-4.6%) from 2014

Net Assets

Down

$134,903

Down $6,564 (-4.6%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin4th percentile

Revenue

$2,562

Up $2,021 (+374%) from 2014

Expenses

Down

$9,128

Down $6,313 (-41%) from 2014

Net Income

-$6,566

Up $8,334 (+56%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

Highlighted filing

2015

Assets$134,903

Liabilities$0

Net Assets$134,903

Open 2015 Filing

Operations Trend

Revenue Growth98th percentile

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

Highlighted filing

2015

Revenue$2,562

Expenses$9,128

Net Income-$6,566

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: Apr 21, 2016
Return Version: 2015v2.0

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BANK OF AMERICA N A	Trustee	-	$1,958	-	$1,958

Filing and Contact Details

Filer

Filer Name: Leola M Osborn Trust
EIN: 73-6169571
Phone: 8003577094
Address: BANK OF AMERICA NA PO BOX 831, DALLAS, TX 75283-1041

Signing Officer

Name: Bank of America N a
Title: Trustee
Phone: 8003577094
Signed: 2016-04-21

Raw XML Appendix330 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
AccountingFeesSchedule/AccountingFeesDetail/Amt	0	1250
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt	0	TAX PREPARATION FEE - BOA
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt	0	1250
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc	0	PART VIII LIST OF OFFICERS AND DIRECTORS
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt	0	FEDERAL FOOTNOTE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt	0	THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE, RATHER, BANK OF AMERICA'S COMPENSATION IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	1325
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	2	3397
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	3	360
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	197199763 COLUMBIA ACORN INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	19765H677 COLUMBIA MULTI-ADVIS
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IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	BANK OF AMERICA NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	8002810658
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt	0	LETTER FORMAT WITH APPROPRIATE ATTACHMENTS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm	0	BANK OF AMERICA N A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum	0	8002810658
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 830259
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm	0	DALLAS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd	0	TX
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd	0	752830259
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt	0	RESTRICTED TO AIDING, MAINTAINING, EDUCATING, PROVIDING MEDICAL CARE AND TREATMENT FOR RETARDED, UNDERPRIVILEGED OR SPECIAL-NEEDS CHILDREN UNDER AGE 22 RESIDING IN TONKAWA, OKLAHOMA OR WITHIN A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	5200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SUPPORT SPECIAL EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	TONKAWA PUBLIC SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO BOX 10
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	TONKAWA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	74653
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm	0	NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	5200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	2061
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	5172
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	6948
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr	0	2013
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	7233
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	4887
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	5172
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt	0	1
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc	0	9O4434500 OIL GAS OR OTHER MIN
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt	0	1
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt	0	100
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	ROUNDING
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	1680
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	3
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	MUTUAL FUND ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	720
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	OIL & GAS MGMT FEES - BOA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	720
ReturnHeader/BuildTS	0	2016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8003577094
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	LEOLA M OSBORN TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	OSBO
ReturnHeader/Filer/EIN	0	736169571
ReturnHeader/Filer/PhoneNum	0	8003577094
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	BANK OF AMERICA NA PO BOX 831
ReturnHeader/Filer/USAddress/CityNm	0	DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	TX
ReturnHeader/Filer/USAddress/ZIPCd	0	752831041
ReturnHeader/ReturnTs	0	2016-04-21T11:01:49-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $134,903
Liabilities: $0
Net assets: $134,903
Revenue: $2,562
Expenses: $9,128
Net income: -$6,566

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.37	$0.00	$1.37	$0.18	$0.10	$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.28	$0.00	$1.28	$0.04	$0.11	$0.07
2022Detailed filing. Detailed filing data is available for this year.	$1.35	$0.00	$1.35	$0.01	$0.11	$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.45	$0.00	$1.45	$0.39	$0.09	$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.16	$0.00	$1.16	$0.02	$0.09	$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.22	$0.00	$1.22	$0.05	$0.09	$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.27	$0.00	$1.27	$0.14	$0.10	$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.23	$0.00	$1.23	$0.03	$0.08	$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.28	$0.00	$1.28	$0.02	$0.09	$0.07
2015Detailed filing. Detailed filing data is available for this year.	$1.35	$0.00	$1.35	$0.03	$0.09	$0.07
2014Detailed filing. Detailed filing data is available for this year.	$1.41	$0.00	$1.41	$0.01	$0.15	$0.15
2013Summary only. Only limited summary data is available for this year.	$1.56	$0.00		$0.90	$0.14	$0.76
2012Summary only. Only limited summary data is available for this year.	$0.80	$0.00		$0.10	$0.14	$0.04
2011Summary only. Only limited summary data is available for this year.	$0.84	$0.00		$0.01	$0.10	$0.09