Civic Intelligence

Valentine Charitable Trust

990PF • Fiscal year 2017 • EIN 73-6292034

Jan 01, 2017 to Dec 31, 2017 • Filed on May 09, 2018

Organization Profile
6608 N Western Ave Box 408Oklahoma City, OK 73116-7326

(405) 239-0723

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

4th percentile

-130%

Higher net margin than 4% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

63rd percentile

$13,960

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 44.3% of source-year revenue.

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

19th percentile

-6.1%

Faster asset growth than 19% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

45th percentile

2.3%

Faster revenue growth than 45% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$625,533

Down $40,898 (-6.1%) from 2016

Net Assets

Down

$625,533

Down $40,898 (-6.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin4th percentile

Revenue

Up

$31,534

Up $720 (+2.3%) from 2016

Expenses

Up

$72,432

Up $20,749 (+40%) from 2016

Net Income

Down

-$40,898

Down $20,029 (-96%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$800K$600K$400K$200K$0Assets 2010: $758,537Liabilities 2010: $0Net Assets 2010: $758,5372010Assets 2011: $751,435Liabilities 2011: $12011Assets 2012: $741,089Liabilities 2012: $12012Assets 2013: $698,397Liabilities 2013: $0Net Assets 2013: $698,3972013Assets 2014: $686,407Liabilities 2014: $0Net Assets 2014: $686,4072014Assets 2015: $687,300Liabilities 2015: $0Net Assets 2015: $687,3002015Assets 2016: $666,431Liabilities 2016: $0Net Assets 2016: $666,4312016Assets 2017: $625,533Liabilities 2017: $0Net Assets 2017: $625,5332017Assets 2018: $633,584Liabilities 2018: $0Net Assets 2018: $633,5842018Assets 2019: $582,894Liabilities 2019: $0Net Assets 2019: $582,8942019Assets 2020: $594,155Liabilities 2020: $0Net Assets 2020: $594,1552020Assets 2021: $597,933Liabilities 2021: $0Net Assets 2021: $597,9332021Assets 2022: $591,986Liabilities 2022: $0Net Assets 2022: $591,9862022Assets 2023: $603,492Liabilities 2023: $3,738Net Assets 2023: $599,7542023Assets 2024: $606,574Liabilities 2024: $6,961Net Assets 2024: $599,6132024

Highlighted filing

2017

Assets$625,533
Liabilities$0
Net Assets$625,533
Open 2017 Filing

Operations Trend

Revenue Growth45th percentile

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

$100K$50K$0-$50K-$100KExpenses 2010: $33,7762010Revenue 2011: $29,434Expenses 2011: $36,536Net Income 2011: -$7,1022011Revenue 2012: $34,051Expenses 2012: $44,397Net Income 2012: -$10,3462012Revenue 2013: $3,094Expenses 2013: $45,786Net Income 2013: -$42,6922013Revenue 2014: $33,924Expenses 2014: $45,914Net Income 2014: -$11,9902014Revenue 2015: $45,516Expenses 2015: $44,623Net Income 2015: $8932015Revenue 2016: $30,814Expenses 2016: $51,683Net Income 2016: -$20,8692016Revenue 2017: $31,534Expenses 2017: $72,432Net Income 2017: -$40,8982017Revenue 2018: $66,211Expenses 2018: $58,160Net Income 2018: $8,0512018Revenue 2019: $14,355Expenses 2019: $65,045Net Income 2019: -$50,6902019Revenue 2020: $29,163Expenses 2020: $17,902Net Income 2020: $11,2612020Revenue 2021: $29,508Expenses 2021: $25,730Net Income 2021: $3,7782021Revenue 2022: $25,837Expenses 2022: $31,784Net Income 2022: -$5,9472022Revenue 2023: $29,401Expenses 2023: $21,633Net Income 2023: $7,7682023Revenue 2024: $36,042Expenses 2024: $36,183Net Income 2024: -$1412024

Highlighted filing

2017

Revenue$31,534
Expenses$72,432
Net Income-$40,898
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 9, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STACY MCDANIELTrusteePT$13,960-$13,960
Filing and Contact Details

Filer

Filer Name
Valentine Charitable Trust
EIN
73-6292034
Phone
4052390723
Address
6608 N WESTERN AVE BOX 408, OKLAHOMA CITY, OK 73116-7326

Signing Officer

Name
Stacy Mcdaniel
Title
Trustee
Signed
2018-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Marvin D Reimers CPA Pc
Address
3535 NW 58th ST STE 780, OKLAHOMA CITY, OK 73112-4802
Preparer
Marvin Reimers
Phone
4059427098
Raw XML Appendix332 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0MARVIN D REIMERS CPA PC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0850
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0850
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CATERPILLER INC 3.90 2021-05-27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BANK OF AMERICA CORP NOTES 5.15 2018-11-15
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2GOLDMAN SACHS GRP INC NOTES 5.25 2021-07-27
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3ILLINOIS ST TAXABLE NOTE 5.73 2020-04-01
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4BANK OF AMERICA CORP NOTES 5.38 2056-06-30
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt072558
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt261353
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt430133
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt073408
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1102269
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt265021
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt393812
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt431372
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0232551
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0266391
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0110536 shares of FRANKLIN INCOME FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031609
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031609
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-40898
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt034299
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt02042
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-333
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt024661
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0156
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0156
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0574
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0574
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt065476
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-333
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-333
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-333
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-40898
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0625533
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0625533
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt033116
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt033116
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt033116
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033609
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0493
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0493
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0493
IRS990PF/FMVAssetsEOYAmt0666751
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0666431
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0682408
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt038279
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0256275
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010236
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0387854
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt033609
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0672172
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0682408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt013960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STACY MCDANIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06608 N Western Ave Box 408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OKLA CITY
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt065476
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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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/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/IndividualWithBooksNm0STACY MCDANIEL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd073116
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04052390723
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8GENERAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9GENERAL FUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FIRSTSERVEOKC FOUND
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BOY SCOUTS OF AM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4FIELDS & FUTURES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5CHILDRENS HOSP FOUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SMART START CENTRAL OKLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7FCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8INFANT CRISES SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9TO BY FOR KIDS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2500 N BRDY STE 500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33031 NW 64 ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47001 NW 164TH
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OKLAHOMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1OKLAHOMA CITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd764129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd873105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd973116
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053180
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/AppliedToCurrentYearAmt033116
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033116
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0523
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt032883
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt032360
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0523
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt065476
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt032360
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt032883
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0523
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/BookValueAmt019200
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0640A MONTANA - LAND
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt019200
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt019200
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BOX RENTAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0156
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0156
TaxesSchedule/TaxesDetail/Amt0574
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on investment income
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0574
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STACY MCDANIEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALENTINE CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0VALE
ReturnHeader/Filer/EIN0736292034
ReturnHeader/Filer/PhoneNum04052390723
ReturnHeader/Filer/USAddress/AddressLine1Txt06608 N WESTERN AVE BOX 408
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0731167326
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C843ADA9CC92A6782198C9A0806408283A53D5ED
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C843ADA9CC92A6782198C9A0806408283A53D5ED
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.182.71.164
ReturnHeader/FilingSecurityInformation/IPDt02018-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:28:34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARVIN D REIMERS CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03535 NW 58th ST STE 780
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731124802
ReturnHeader/PreparerPersonGrp/PhoneNum04059427098
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARVIN REIMERS
ReturnHeader/ReturnTs02018-05-09T12:29:44-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$625,533
Liabilities
$0
Net assets
$625,533
Revenue
$31,534
Expenses
$72,432
Net income
-$40,898
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.07$0.07$6.00$0.36$0.36$0.00
2023Detailed filing. Detailed filing data is available for this year.$6.03$0.04$6.00$0.29$0.22$0.08
2022Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.26$0.32$0.06
2021Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.30$0.26$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.94$0.00$5.94$0.29$0.18$0.11
2019Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.14$0.65$0.51
2018Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.66$0.58$0.08
2017Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.32$0.72$0.41
2016Detailed filing. Detailed filing data is available for this year.$6.66$0.00$6.66$0.31$0.52$0.21
2015Detailed filing. Detailed filing data is available for this year.$6.87$0.00$6.87$0.46$0.45$0.01
2014Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.34$0.46$0.12
2013Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.03$0.46$0.43
2012Summary only. Only limited summary data is available for this year.$7.41$0.00$0.34$0.44$0.10
2011Summary only. Only limited summary data is available for this year.$7.51$0.00$0.29$0.37$0.07
2010Detailed filing. Detailed filing data is available for this year.$7.59$0.00$7.59$0.34