Civic Intelligence

Morris E & Ethel Carlton Wheeler

EIN 73-6252523 • Tulsa, OK

C/O Trust CO Of Okla PO Box 3627Tulsa, OK 74101
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

86th percentile

$6,044

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

60th percentile

1.7%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

78%

Faster revenue growth than 88% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$478,237

Up $8,008 (+1.7%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$478,237

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin69th percentile

Revenue

Up

$58,077

Up $25,500 (+78%) from 2023

Expenses

Up

$49,553

Up $29,513 (+147%) from 2023

Net Income

Down

$8,524

Down $4,013 (-32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2011: $465,277Liabilities 2011: $02011Assets 2012: $478,301Liabilities 2012: $02012Assets 2013: $484,017Liabilities 2013: $02013Assets 2014: $489,730Liabilities 2014: $0Net Assets 2014: $489,7302014Assets 2015: $492,435Liabilities 2015: $5,7642015Assets 2017: $486,262Liabilities 2017: $0Net Assets 2017: $486,2622017Assets 2019: $485,865Liabilities 2019: $8,714Net Assets 2019: $477,1512019Assets 2020: $489,680Liabilities 2020: $15,0642020Assets 2021: $501,904Liabilities 2021: $16,106Net Assets 2021: $485,7982021Assets 2022: $474,893Liabilities 2022: $17,494Net Assets 2022: $457,3992022Assets 2023: $470,229Liabilities 2023: $12023Assets 2024: $478,237Liabilities 2024: $0Net Assets 2024: $478,2372024

Highlighted filing

2024

Assets$478,237
Liabilities$0
Net Assets$478,237
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

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

$100K$50K$0-$50KRevenue 2011: $17,179Expenses 2011: $27,995Net Income 2011: -$10,8162011Revenue 2012: $44,246Expenses 2012: $32,388Net Income 2012: $11,8582012Revenue 2013: $42,145Expenses 2013: $36,172Net Income 2013: $5,9732013Revenue 2014: $47,609Expenses 2014: $42,456Net Income 2014: $5,1532014Revenue 2015: $42,794Expenses 2015: $43,472Net Income 2015: -$6782015Revenue 2017: $29,448Expenses 2017: $39,760Net Income 2017: -$10,3122017Revenue 2019: $23,543Expenses 2019: $34,331Net Income 2019: -$10,7882019Revenue 2020: $34,536Expenses 2020: $37,148Net Income 2020: -$2,6122020Revenue 2021: $52,827Expenses 2021: $40,631Net Income 2021: $12,1962021Revenue 2022: $16,328Expenses 2022: $43,098Net Income 2022: -$26,7702022Revenue 2023: $32,577Expenses 2023: $20,040Net Income 2023: $12,5372023Revenue 2024: $58,077Expenses 2024: $49,553Net Income 2024: $8,5242024

Highlighted filing

2024

Revenue$58,077
Expenses$49,553
Net Income$8,524
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$478,237
Liabilities
$0
Net assets
$478,237
Revenue
$58,077
Expenses
$49,553
Net income
$8,524
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.78$0.00$4.78$0.58$0.50$0.09
2023Summary only. Only limited summary data is available for this year.$4.70$0.00$0.33$0.20$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.17$4.57$0.16$0.43$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.16$4.86$0.53$0.41$0.12
2020Summary only. Only limited summary data is available for this year.$4.90$0.15$0.35$0.37$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.86$0.09$4.77$0.24$0.34$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.29$0.40$0.10
2015Summary only. Only limited summary data is available for this year.$4.92$0.06$0.43$0.43$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.48$0.42$0.05
2013Summary only. Only limited summary data is available for this year.$4.84$0.00$0.42$0.36$0.06
2012Summary only. Only limited summary data is available for this year.$4.78$0.00$0.44$0.32$0.12
2011Summary only. Only limited summary data is available for this year.$4.65$0.00$0.17$0.28$0.11
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE TRUST COMPANY OF OKLAHOMATrusteePT$5,790-$5,790
Filing and Contact Details

Filer

Filer Name
Morris E & Ethel Carlton Wheeler
EIN
73-6252523
Phone
9187440553
Address
C/O TRUST CO OF OKLA PO BOX 3627, TULSA, OK 74101

Signing Officer

Name
Jennifer May
Title
Trustee
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Lauhon Halley & Cuite Pllc
Address
2727 E 21st Street Suite 102, TULSA, OK 74114
Preparer
Mary Jane Halley CPA
Phone
9184880809
Raw XML Appendix294 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/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01650
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt082
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01568
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE OBLIGATIONS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0241759
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0234168
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0243176
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0350886
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0COMMON STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt012133
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt014034
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0NONDIVIDEND DISTRIBUTIONS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1NONTAXABLE CORP ACTION
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0606
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt12675
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt029448
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt029448
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt082
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01568
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01650
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt014034
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0579
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt05211
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt05790
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt027693
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt027693
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012133
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012133
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-10312
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt078746
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0200
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt03799
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03999
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt014034
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015454
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03281
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0135
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0628
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt028554
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010713
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt039760
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt026167
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt029448
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0861
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010713
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt012067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-11-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22015-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07384
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt157328
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt113037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0418
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt113037
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt170365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2579
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SHORT TERM GAINS AND LOSSES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LONG TERM GAINS AND LOSSES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LONG TERM CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt014034
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-10312
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03872
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0490134
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0500446
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0486262
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt028115
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt028115
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt028115
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt028424
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0309
IRS990PF/DistributableAmountGrp/TotalTaxAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0440
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0131
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0309
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0440
IRS990PF/FMVAssetsEOYAmt0586381
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0500446
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0486262
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0249980
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0241759
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0234168
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0251432
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0243176
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0350886
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0966
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01327
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01327
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0501412
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0486262
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0586381
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0966
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0501412
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0486262
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0500446
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0486262
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0577145
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0646
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0576499
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08657
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt028424
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0568488
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0577145
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05790
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE TRUST COMPANY OF OKLAHOMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 3627
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0741013627
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt029950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt030105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt028436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt034851
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt034115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt028027
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt024990
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.052684
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.05180
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.06068
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.05696
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.04864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.04534
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0155
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0568488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0548915
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0574385
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0598913
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0576242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0551146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt028554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.263421
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt028554
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt028554
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt028554
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 3627
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0741013627
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE TRUST COMPANY OF OKLAHOMA
IRS990PF/StatementsRegardingActyGrp/PhoneNum09187440553
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt027693
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0OSAGE EDUCATION PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01333 GRANDVIEW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PAWHUSKA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074056
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027693
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt028115
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt028115
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01792
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01701
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03932
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0439
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01792
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01701
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028554
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0439
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03932
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt03493
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0200
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03999
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt03799
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03872
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0BOOK/TAX DIFFERENCE
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NONDIVIDEND DISTRIBUTIONS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NONTAXABLE CORP ACTION
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0606
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt12675
TaxesSchedule/TaxesDetail/Amt053
TaxesSchedule/TaxesDetail/Amt1440
TaxesSchedule/TaxesDetail/Amt2135
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0135
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER MAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORRIS E & ETHEL CARLTON WHEELER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0MORR
ReturnHeader/Filer/EIN0736252523
ReturnHeader/Filer/PhoneNum09187440553
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O TRUST CO OF OKLA PO BOX 3627
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074101
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0474609457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAUHON HALLEY & CUITE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02727 E 21st Street Suite 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074114
ReturnHeader/PreparerPersonGrp/PhoneNum09184880809
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARY JANE HALLEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-14T06:39:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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