Civic Intelligence

Ruth Ann Fate and Martin E Fate Jr Foundation

990PF • Fiscal year 2016 • EIN 73-6271269

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 04, 2017

Organization Profile
7014 E 60th StTulsa, OK 74145-9214

(918) 232-8729

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

90th percentile

42%

Higher net margin than 90% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

54th percentile

2.1%

Faster asset growth than 54% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

37th percentile

-8.1%

Faster revenue growth than 37% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$17,667

Up $363 (+2.1%) from 2015

Net Assets

Up

$17,667

Up $363 (+2.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin90th percentile

Revenue

Down

$858

Down $76 (-8.1%) from 2015

Expenses

Down

$495

Down $30 (-5.7%) from 2015

Net Income

Down

$363

Down $46 (-11%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$30K$20K$10K$0Assets 2011: $25,133Liabilities 2011: $02011Assets 2012: $13,473Liabilities 2012: $12012Assets 2013: $14,208Liabilities 2013: $0Net Assets 2013: $14,2082013Assets 2014: $16,895Liabilities 2014: $0Net Assets 2014: $16,8952014Assets 2015: $17,304Liabilities 2015: $0Net Assets 2015: $17,3042015Assets 2016: $17,667Liabilities 2016: $0Net Assets 2016: $17,6672016Assets 2017: $18,052Liabilities 2017: $0Net Assets 2017: $18,0522017Assets 2018: $18,493Liabilities 2018: $0Net Assets 2018: $18,4932018

Highlighted filing

2016

Assets$17,667
Liabilities$0
Net Assets$17,667
Open 2016 Filing

Operations Trend

Revenue Growth37th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $13,103Expenses 2011: $36,703Net Income 2011: -$23,6002011Revenue 2012: $22,434Expenses 2012: $34,094Net Income 2012: -$11,6602012Revenue 2013: $1,185Expenses 2013: $450Net Income 2013: $7352013Revenue 2014: $3,157Expenses 2014: $470Net Income 2014: $2,6872014Revenue 2015: $934Expenses 2015: $525Net Income 2015: $4092015Revenue 2016: $858Expenses 2016: $495Net Income 2016: $3632016Revenue 2017: $895Expenses 2017: $510Net Income 2017: $3852017Revenue 2018: $966Expenses 2018: $525Net Income 2018: $4412018

Highlighted filing

2016

Revenue$858
Expenses$495
Net Income$363
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 4, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R A FATECo Trustee-$0--
G M FATECo Trustee-$0--
S L FATECo Trustee-$0--
M A FATE DAVISCo Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Ruth a & Martin E Fate Jr Charitable Trust
EIN
73-6271269
Address
7014 E 60TH ST, TULSA, OK 74145-9214

Signing Officer

Name
S L Fate
Title
Co Trustee
Phone
9182328729
Signed
2017-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Kelly Kirby CPA Pc
Address
4815 S HARVARD STE 205, TULSA, OK 74135-3066
Preparer
Kelly W Kirby
Phone
9187475466
Raw XML Appendix239 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/Amt0495
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt016015
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt017882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ETFS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DECLARED DIVIDENDS RECEIVABLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0106
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0363
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0363
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0363
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0363
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0363
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0363
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0363
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0858
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0495
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0363
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017667
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017304
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017667
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0915
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0915
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0915
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0915
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt019534
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01192
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01546
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01546
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt016015
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017882
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt097
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0106
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0106
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt017304
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt017667
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017304
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017667
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt019534
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017304
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt017667
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017304
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt017667
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt018571
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01369
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt017096
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0279
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0106
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0915
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt018292
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt018571
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0R A FATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1G M FATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2S L FATE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3M A FATE DAVIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07014 E 60TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17014 E 60TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27014 E 60TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt37014 E 60TH ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0741459214
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1741459214
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd2741459214
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd3741459214
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt08770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt08770
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt032500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt034000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.479428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.0
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt01.692973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.704167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt018292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt017193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016582
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt014998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt019197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt048284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt02.39714
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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/IndividualWithBooksNm0S L FATE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07014 E 60TH ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0741459214
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09184948794
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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/DistributableAsAdjustedAmt0915
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0915
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0S L FATE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09182328729
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTH A & MARTIN E FATE JR CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RUTH
ReturnHeader/Filer/EIN0736271269
ReturnHeader/Filer/USAddress/AddressLine1Txt07014 E 60TH ST
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0741459214
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A312A5BC37F5AFCFF8BCC08CDE9FD1015AFAA053
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A312A5BC37F5AFCFF8BCC08CDE9FD1015AFAA053
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId0730846201716041xdxyv
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-06-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.128.114.87
ReturnHeader/FilingSecurityInformation/IPDt02017-06-09
ReturnHeader/FilingSecurityInformation/IPTm016:53:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731440529
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KELLY KIRBY CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04815 S HARVARD STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741353066
ReturnHeader/PreparerPersonGrp/PhoneNum09187475466
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY W KIRBY
ReturnHeader/ReturnTs02017-06-05T17:29:23-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$17,667
Liabilities
$0
Net assets
$17,667
Revenue
$858
Expenses
$495
Net income
$363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.5$0.00$18.5$0.97$0.53$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$0.00$18.1$0.90$0.51$0.39
2016Detailed filing. Detailed filing data is available for this year.$17.7$0.00$17.7$0.86$0.50$0.36
2015Detailed filing. Detailed filing data is available for this year.$17.3$0.00$17.3$0.93$0.53$0.41
2014Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$3.16$0.47$2.69
2013Detailed filing. Detailed filing data is available for this year.$14.2$0.00$14.2$1.19$0.45$0.74
2012Summary only. Only limited summary data is available for this year.$13.5$0.00$22.4$34.1$11.7
2011Summary only. Only limited summary data is available for this year.$25.1$0.00$13.1$36.7$23.6