Civic Intelligence

Margaret Smith Weeks & Marie Stuart

EIN 73-6242611 • 501(c)3 • Ardmore, OK

Profile

NONE

First Natl Bk Tr Ttee PO Box 69Ardmore, OK 73402-0069

n/A

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$163,149

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

54th percentile

5.4%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-2.3%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$6,073,627

Up $476,909 (+8.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$6,073,627

Up $476,909 (+8.5%) from 2022

Operations
Liabilities / Revenue10th percentileNet Margin73rd percentile

Revenue

Down

$1,583,668

Down $1,340,294 (-46%) from 2022

Expenses

Down

$1,272,843

Down $1,093,755 (-46%) from 2022

Net Income

Down

$310,825

Down $246,539 (-44%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2024

Assets$6,073,627
Liabilities$0
Net Assets$6,073,627
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$1,583,668
Expenses$1,272,843
Net Income$310,825
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
$6,073,627
Liabilities
$0
Net assets
$6,073,627
Revenue
$1,583,668
Expenses
$1,272,843
Net income
$310,825
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 22, 2025
Return Version
2024v5.2
Gross Receipts
$5,567,853
Mission and Program Overview

Mission

NONE

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,628,314$5,735,112▲ $106,798
Cap Stk Tr Prin Current Funds$3,382,679$3,382,679→ $0
Rtn Earn Endowment Incm Other Fnds$2,380,123$2,690,948▲ $310,825
Savings and Temporary Cash Investments$133,953$323,241▲ $189,288
Cash and Non-Interest-Bearing Accounts$535$15,274▲ $14,739
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$5,762,802$6,073,627▲ $310,825
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,762,802$6,073,627▲ $310,825
Total Liabilities and Net Assets / Fund Balance$5,762,802$6,073,627▲ $310,825

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$651,763-
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteeFT$163,149$163,149
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$313,718
Other Revenue
$1,269,950
Change in Net Assets
$310,825
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,173,679
Salaries, Compensation, and Employee Benefits$163,149
Professional Fundraising Fees$0
Total Fundraising Expense$0
Other Expenses$-63,985

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,173,679--$1,173,679
Current Officers, Directors, Trustees, and Key Employees-$163,149-$163,149
Fees for Services Accounting-$17,676-$17,676
Insurance-$7,700-$7,700
Other Expenses-$-89,392-$-89,392
Total Functional Expenses$1,173,679$99,164$0$1,272,843
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cross Timbers HospiceArdmore, OK501(c)(3)Operations$1,173,679
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 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, 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
2025-07-22
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 CPA
Phone
5802261227
Raw XML AppendixShowing 400 of 409 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SMITH CARNEY & CO PC
IRS990/BooksInCareOfDetail/PhoneNum05802261227
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05 S COMMERCE STE 33
IRS990/BooksInCareOfDetail/USAddress/CityNm0ARDMORE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073401
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03382679
IRS990/CashNonInterestBearingGrp/BOYAmt0535
IRS990/CashNonInterestBearingGrp/EOYAmt015274
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0163149
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0163149
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt0610557
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01173679
IRS990/CYInvestmentIncomeAmt0313718
IRS990/CYOtherExpensesAmt0-63985
IRS990/CYOtherRevenueAmt01269950
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0310825
IRS990/CYSalariesCompEmpBnftPaidAmt0163149
IRS990/CYTotalExpensesAmt01272843
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01583668
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FINANCIAL SUPPORT OF CROSS TIMBERS HOSPICE, A 501(C)(3) ORGANIZATION
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01173679
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017676
IRS990/FeesForServicesAccountingGrp/TotalAmt017676
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0FIRST NATIONAL BANK & TRUST CO
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0163149
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03742
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt01173679
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01173679
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01173679
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03377370
IRS990/GrossReceiptsAmt05567853
IRS990/GrossSalesOfInventoryAmt0735389
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07700
IRS990/InsuranceGrp/TotalAmt07700
IRS990/InvestmentIncomeGrp/ExclusionAmt0309976
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0309976
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05628314
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05735112
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0651763
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0651763
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03373628
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05762802
IRS990/NetAssetsOrFundBalancesEOYAmt06073627
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03742
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03742
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0124832
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0124832
IRS990/NetUnrelatedBusTxblIncmAmt017089
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1ALLOCATED TO WORKING IN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt031
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1-89392
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IRS990/OtherExpensesGrp/TotalAmt1-89392
IRS990/OtherRevenueMiscGrp/BusinessCd0211100
IRS990/OtherRevenueMiscGrp/Desc0SHUT IN PAYMENT
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IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt031
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IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN VEAZEY
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
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IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd01
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 SUPPORTED 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/CurrentYearAmt023819444
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt022820905
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0101486
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0105748
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt013494591
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt011686839
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0357292
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0342314
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt010223367
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt011028318
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt023462152
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt022478591
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0821175
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0786751
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt023819444
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt022820905
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0821175
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0786751
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0731148215
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01173679
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CROSS TIMBERS HOSPICE
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01173679
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0651763
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0651763
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01173679
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05762802
IRS990/TotalAssetsEOYAmt06073627
IRS990/TotalAssetsGrp/BOYAmt05762802
IRS990/TotalAssetsGrp/EOYAmt06073627
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt099164
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01173679
IRS990/TotalFunctionalExpensesGrp/TotalAmt01272843
IRS990/TotalGrossUBIAmt0124863
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05762802
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06073627
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01173679
IRS990/TotalReportableCompFromOrgAmt0163149
IRS990/TotalRevenueGrp/ExclusionAmt01458805
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01583668
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0124863
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05762802
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06073627
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN VEAZEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05802231111
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET SMITH WEEKS & MARIE STUART
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SMITH MEMORIAL CHARITABLE TRUST
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
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731225615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH CARNEY & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 S COMMERCE STE 33
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ARDMORE

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