Civic Intelligence

Margaret Smith Weeks & Marie Stuart Smith Memorial Charitable Trust

990 • Fiscal year 2016 • EIN 73-6242611

Jan 01, 2016 to Dec 31, 2016 • Filed on May 17, 2017

Organization ProfileN/A
First Natl Bk Tr Ttee PO Box 69Ardmore, OK 73402-0069

(580) 223-1111

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

24th percentile

-8.5%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

76th percentile

$118,260

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

30th percentile

-2.9%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-42%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$3,777,271

Down $83,034 (-2.2%) from 2014

Net Assets

Down

$3,777,271

Down $83,034 (-2.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin24th percentile

Revenue

Down

$1,337,762

Down $1,220,412 (-48%) from 2014

Expenses

Down

$1,450,987

Down $1,347,012 (-48%) from 2014

Net Income

Up

-$113,225

Up $126,600 (+53%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,908,061Liabilities 2010: $0Net Assets 2010: $3,908,0612010Assets 2011: $3,988,731Liabilities 2011: $0Net Assets 2011: $3,988,7312011Assets 2012: $4,048,365Liabilities 2012: $0Net Assets 2012: $4,048,3652012Assets 2013: $4,062,008Liabilities 2013: $0Net Assets 2013: $4,062,0082013Assets 2014: $3,860,305Liabilities 2014: $0Net Assets 2014: $3,860,3052014Assets 2016: $3,777,271Liabilities 2016: $0Net Assets 2016: $3,777,2712016Assets 2017: $4,000,901Liabilities 2017: $0Net Assets 2017: $4,000,9012017Assets 2018: $4,336,597Liabilities 2018: $0Net Assets 2018: $4,336,5972018Assets 2019: $4,607,002Liabilities 2019: $0Net Assets 2019: $4,607,0022019Assets 2020: $4,536,683Liabilities 2020: $0Net Assets 2020: $4,536,6832020Assets 2022: $5,596,718Liabilities 2022: $0Net Assets 2022: $5,596,7182022Assets 2024: $6,073,627Liabilities 2024: $0Net Assets 2024: $6,073,6272024

Highlighted filing

2016

Assets$3,777,271
Liabilities$0
Net Assets$3,777,271
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,613,6792010Expenses 2011: $2,461,6732011Expenses 2012: $5,630,0602012Revenue 2013: $2,429,069Expenses 2013: $2,078,966Net Income 2013: $350,1032013Revenue 2014: $2,558,174Expenses 2014: $2,797,999Net Income 2014: -$239,8252014Revenue 2016: $1,337,762Expenses 2016: $1,450,987Net Income 2016: -$113,2252016Revenue 2017: $1,777,686Expenses 2017: $1,554,056Net Income 2017: $223,6302017Revenue 2018: $1,484,966Expenses 2018: $1,149,270Net Income 2018: $335,6962018Revenue 2019: $1,226,820Expenses 2019: $956,415Net Income 2019: $270,4052019Revenue 2020: $644,372Expenses 2020: $714,691Net Income 2020: -$70,3192020Revenue 2022: $2,923,962Expenses 2022: $2,366,598Net Income 2022: $557,3642022Revenue 2024: $1,583,668Expenses 2024: $1,272,843Net Income 2024: $310,8252024

Highlighted filing

2016

Revenue$1,337,762
Expenses$1,450,987
Net Income-$113,225
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 17, 2017
Return Version
2016v3.0
Gross Receipts
$4,191,686
Mission and Program Overview

Mission

NONE

Financial support of 501(c) (3) organization, cross timbers hospice, ardmore ok 73401

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,382,679$3,382,679→ $0
Investments in Publicly Traded Securities$3,653,015$3,161,422▼ $491,593
Savings and Temporary Cash Investments$129,390$513,504▲ $384,114
Rtn Earn Endowment Incm Other Fnds$507,817$394,592▼ $113,225
Cash and Non-Interest-Bearing Accounts$31,040$77,030▲ $45,990
Land, Buildings, and Equipment, Net$77,051$25,315▼ $51,736
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$3,890,496$3,777,271▼ $113,225
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,890,496$3,777,271▼ $113,225
Total Liabilities and Net Assets / Fund Balance$3,890,496$3,777,271▼ $113,225

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,315$538,629-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$118,260$118,260
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$594,140
Other Revenue
$743,622
Change in Net Assets
$-113,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,369,722
Salaries, Compensation, and Employee Benefits$118,260
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-36,995

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,369,722--$1,369,722
Current Officers, Directors, Trustees, and Key Employees-$118,260-$118,260
Fees for Services Accounting-$13,401-$13,401
Insurance-$9,373-$9,373
Fees for Services Legal-$3,393-$3,393
Other Expenses-$-63,403-$-63,403
Total Functional Expenses$1,369,722$81,265$0$1,450,987
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cross Timbers HospiceArdmore, OK501(c)(3)Operations$1,369,722
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Section A, Line 8A

“Organization is a trust for which the trustee is a bank, first national bank & trust company, ardmore ok. As such, there is no governing board or related committees.”

Form 990, Part VI, Section A, Line 8B

“Organization is a trust for which the trustee is a bank, first national bank & trust company, ardmore, ok. As such, there is no governing board or related committees.”

Form 990, Part VI, Section B, Line 11B

“Organization is a trust for which the trustee is a bank, first national bank & trust company, ardmore, ok. As such, there is no governing board or related committees.”

Form 990, Part VI, Section C, Line 19

“The trustee makes the organization's 990 and 990t available upon request.”

Filing and Contact Details

Filer

Filer Name
Margaret Smith Weeks & Marie Stuart
EIN
73-6242611
Phone
5802231111
Address
FIRST NATL BK TR TTEE PO BOX 69, ARDMORE, OK 73402-0069

Signing Officer

Name
John Veazey
Title
Trust Officer
Phone
5802231111
Signed
2017-05-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Veazey
Formed
1988
Legal Domicile
Ok
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Smith Carney & Co Pc
Address
5 S COMMERCE STE 33, ARDMORE, OK 73401
Preparer
Rebecca a Hembree
Phone
5802261227
Raw XML AppendixShowing 400 of 420 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.

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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS A TRUST, WITH A BANK AS THE TRUSTEE. THE ORGANIZATION'S SOLE PURPOSE IS TO FUND THE SUPPORTING ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE ORGANIZATION IS A CHARITABLE TRUST, WITH FIRST NATIONAL BANK SERVING AS THE CORPORATE TRUSTEE. THE SOLE PURPOSE OF THE TRUST IS THE SUPPORT OF THE SUPPORTED ORGANIZATION IN FURTHERANCE OF HOSPICE RELATED SERVICES AND/OR CHARITABLE PURPOSES. THE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION; AND THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN INVESTMENT MANAGEMENT PRACTICES/DECISIONS OF THE TRUST. THE TRUST REGULARLY PROVIDES THE SUPPORTED ORGANIZATION WITH UPDATES ON THE TRUST'S INVESTMENT AND TRANSACTION ACTIVITIES; EXPLANATORY DETAIL STATEMENTS WITH THE MONTHLY DISTRIBUTIONS; QUARTERLY STATEMENTS EACH CALENDAR QUARTER; AND AN ANNUAL REPORT. THE QUARTERLY AND ANNUAL REPORTS DETAIL THE STATUS OF THE ASSETS UNDER MANAGEMENT AND ALL TRANSACTIONS FOR THE RESPECTIVE TIME PERIOD. ADDITIONALLY, QUARTERLY FACE-TO-FACE MEETINGS ARE ATTENDED BY THE TRUSTEE AND MEMBERS OF THE SUPPORTED ORGANIZATION'S FINANCE COMMITTEE. THE QUARTERLY MEETINGS INCLUDE BUT ARE NOT LIMITED TO: A REVIEW OF THE TRUST'S INVESTMENTS, A DISCUSSION OF INVESTMENT MANAGEMENT PRACTICES/DECISIONS, AND A DISCUSSION OF THE CURRENT/PROJECTED NEEDS OF THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 5, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PAGE 5, SECTION D, LINE 3
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt012215175
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt017188512
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt081505
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0170649
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt06838750
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt06637939
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0183228
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0257828
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt05294920
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt010379924
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt012031947
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt016930684
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0421118
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0592574
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt012215175
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt017188512
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0421118
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0592574
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0731148215
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01369722
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CROSS TIMBERS HOSPICE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01369722
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt025315
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0538629
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0563944
IRS990ScheduleD/TotalBookValueLandBuildingsAmt025315
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01369722
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CROSS TIMBERS HOSPICE
IRS990ScheduleI/RecipientTable/RecipientEIN0731148215
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0207 C STREET NW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ARDMORE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OK
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd073401
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION IS A TRUST FOR WHICH THE TRUSTEE IS A BANK, FIRST NATIONAL BANK & TRUST COMPANY, ARDMORE OK. AS SUCH, THERE IS NO GOVERNING BOARD OR RELATED COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION IS A TRUST FOR WHICH THE TRUSTEE IS A BANK, FIRST NATIONAL BANK & TRUST COMPANY, ARDMORE, OK. AS SUCH, THERE IS NO GOVERNING BOARD OR RELATED COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION IS A TRUST FOR WHICH THE TRUSTEE IS A BANK, FIRST NATIONAL BANK & TRUST COMPANY, ARDMORE, OK. AS SUCH, THERE IS NO GOVERNING BOARD OR RELATED COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE MAKES THE ORGANIZATION'S 990 AND 990T AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0MARGARET SMITH WEEKS & MARIE STUART SMITH MEMORIAL CHARITABLE TRUST
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0SSCT LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0473512345
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0OIL & GAS WORKING INTERESTS
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt0P O BOX 69
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0ARDMORE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd073402
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03890496
IRS990/TotalAssetsEOYAmt03777271
IRS990/TotalAssetsGrp/BOYAmt03890496
IRS990/TotalAssetsGrp/EOYAmt03777271
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt081265
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01369722
IRS990/TotalFunctionalExpensesGrp/TotalAmt01450987
IRS990/TotalGrossUBIAmt044361
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03890496
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03777271
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01369722
IRS990/TotalReportableCompFromOrgAmt0118260
IRS990/TotalRevenueGrp/ExclusionAmt01293401
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01337762
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt044361
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03890496
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03777271
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 69
IRS990/USAddress/CityNm0ARDMORE
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd0734020069
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN VEAZEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05802231111
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET SMITH WEEKS & MARIE STUART
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SMITH MEMORIAL CHARITABLE TR
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0736242611
ReturnHeader/Filer/PhoneNum05802231111
ReturnHeader/Filer/USAddress/AddressLine1Txt0FIRST NATL BK TR TTEE PO BOX 69
ReturnHeader/Filer/USAddress/CityNm0ARDMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0734020069

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,777,271
Liabilities
$0
Net assets
$3,777,271
Revenue
$1,337,762
Expenses
$1,450,987
Net income
-$113,225
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$0.00$6.07$1.58$1.27$0.31
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$0.00$5.60$2.92$2.37$0.56
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$0.00$4.54$0.64$0.71$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.00$4.61$1.23$0.96$0.27
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.00$4.34$1.48$1.15$0.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$1.78$1.55$0.22
2016Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$1.34$1.45$0.11
2014Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$2.56$2.80$0.24
2013Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$2.43$2.08$0.35
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$0.00$4.05$5.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.99$0.00$3.99$2.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$0.00$3.91$1.61