Civic Intelligence

The Lee M Lobeck-Marks Foundation

990PF • Fiscal year 2014 • EIN 73-6297659

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 29, 2015

Organization Profile
1406 Terrace DriveTulsa, OK 74104-4626

(918) 583-2112

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

Asset Growth

43rd percentile

-1.1%

Faster asset growth than 43% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

82nd percentile

37%

Faster revenue growth than 82% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$262,073

Down $3,035 (-1.1%) from 2013

Net Assets

Up

$262,073

Up $6,986 (+2.7%) from 2013

Liabilities

Down

$1

Down $10,020 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin73rd percentile

Revenue

Up

$33,354

Up $9,040 (+37%) from 2013

Expenses

Up

$27,812

Up $7,457 (+37%) from 2013

Net Income

Up

$5,542

Up $1,583 (+40%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$400K$300K$200K$100K$0Assets 2010: $266,909Liabilities 2010: $0Net Assets 2010: $266,9092010Assets 2011: $252,121Liabilities 2011: $0Net Assets 2011: $252,1212011Assets 2012: $251,128Liabilities 2012: $0Net Assets 2012: $251,1282012Assets 2013: $265,108Liabilities 2013: $10,021Net Assets 2013: $255,0872013Assets 2014: $262,073Liabilities 2014: $1Net Assets 2014: $262,0732014Assets 2015: $276,815Liabilities 2015: $1Net Assets 2015: $276,8152015Assets 2016: $279,868Liabilities 2016: $0Net Assets 2016: $279,8682016Assets 2017: $298,951Liabilities 2017: $0Net Assets 2017: $298,9512017Assets 2018: $326,028Liabilities 2018: $0Net Assets 2018: $326,0282018Assets 2019: $336,927Liabilities 2019: $1Net Assets 2019: $336,9272019Assets 2020: $348,178Liabilities 2020: $1Net Assets 2020: $348,1782020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2014

Assets$262,073
Liabilities$1
Net Assets$262,073
Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $31,7302010Expenses 2011: $24,1452011Expenses 2012: $10,1302012Revenue 2013: $24,314Expenses 2013: $20,355Net Income 2013: $3,9592013Revenue 2014: $33,354Expenses 2014: $27,812Net Income 2014: $5,5422014Revenue 2015: $30,230Expenses 2015: $15,887Net Income 2015: $14,3432015Revenue 2016: $15,348Expenses 2016: $12,042Net Income 2016: $3,3062016Revenue 2017: $35,328Expenses 2017: $16,321Net Income 2017: $19,0072017Revenue 2018: $39,445Expenses 2018: $12,343Net Income 2018: $27,1022018Revenue 2019: $27,478Expenses 2019: $16,631Net Income 2019: $10,8472019Revenue 2020: $41,853Expenses 2020: $30,000Net Income 2020: $11,8532020Revenue 2021: $267,611Expenses 2021: $615,789Net Income 2021: -$348,1782021

Highlighted filing

2014

Revenue$33,354
Expenses$27,812
Net Income$5,542
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 29, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lee M LobeckTrustee-$0--
R Blake AtkinsTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Lee M Lobeck-Marks Foundation
EIN
73-6297659
Phone
9185832112
Address
1406 Terrace Drive, Tulsa, OK 74104-4626

Signing Officer

Name
Blake Atkins
Title
Agent
Phone
9187488800
Signed
2015-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Atkins and Atkins PC
Address
1406 Terrace Drive, Tulsa, OK 74104-4626
Preparer
R Blake Atkins
Phone
9187488800
Raw XML Appendix366 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
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt132974
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt236196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt349466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt421722
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt533037
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt631705
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt725771
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt00
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt142961
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt255929
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt362003
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt445835
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt531683
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt642292
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt731052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ISHARES TRUST RUSSELL 3000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1American Fd Growth Cl C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Oppenheimer Global Fd Cl A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3MFS Total Return A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Invesco S&P 500 Index Fund A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Invesco Small Cap Val CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Invesco Grow & Inc CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Invesco Small Cap Grow CL A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt015303
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt115220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0iShares Core US Growth ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1iShares Core US Value ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt027419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123886
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt04656
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt028698
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt033354
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt033354
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt028698
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt027470
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt027470
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt04656
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt04656
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt05542
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt041064
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt028698
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt033012
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt076
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt076
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0266
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0266
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt027470
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0342
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt033354
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt033354
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0342
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0342
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02003-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12008-06-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22003-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32003-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt13641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22120
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt34517
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt22880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt31783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt420064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02412
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11559
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22880
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31783
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt420064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04500
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt36300
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt420064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Invesco S&P 500 Index Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Invesco Small Cap Value fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Oppenheimer Global Fund Class A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3MFS Total Return Fund Class A
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32014-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt028698
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt05542
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01444
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0262073
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0255087
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0262073
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016206
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016206
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016206
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016866
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0660
IRS990PF/DistributableAmountGrp/TotalTaxAmt0660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0266
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0660
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0401
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0266
IRS990PF/FMVAssetsEOYAmt0363739
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0117950
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0117950
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0249885
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0230871
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0311755
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt010021
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt030523
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt051305
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0137137
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0144123
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt015223
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0679
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0679
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0265108
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0262073
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0363739
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt010021
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0265108
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0262073
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0255087
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0262073
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0342460
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07951
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0334509
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05137
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016866
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0337323
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0342460
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Lee M Lobeck
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1R Blake Atkins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02216 E 26th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11406 Terrace Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Tulsa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Tulsa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0741142956
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1741044626
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0607468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0607798
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt020086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt010000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt023931
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt031551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt015451
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt01.800849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt01.398649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt01.440715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt02.075542
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt02.207135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt01.882202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0330
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0337323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt014361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06941
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt011530
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt014295
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt027470
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt09.004243
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt027470
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt027470
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt027470
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Atkins and Atkins
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01406 Terrace Drive
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Tulsa
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0741044626
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09187488800
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Lee M Lobeck
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt026470
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Colonial Williamsburg Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Family & Children's Services
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Public
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 1776
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1650 S Peoria Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Williamsburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023187
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd174120
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt027470
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt016206
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016206
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019849
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09832
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023490
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt030934
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt015139
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt015139
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt095369
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011264
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt019849
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09832
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023490
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt030934
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt027470
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011264
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0110508
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt099244
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Foreign Tax Paid
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt076
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt076
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01444
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Prior Period Adjustment
TaxesSchedule/TaxesDetail/Amt0266
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on Net Investment Income
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0266
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Blake Atkins
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Agent
ReturnHeader/BusinessOfficerGrp/PhoneNum09187488800
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Lee M Lobeck-Marks Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LEEM
ReturnHeader/Filer/EIN0736297659
ReturnHeader/Filer/PhoneNum09185832112
ReturnHeader/Filer/USAddress/AddressLine1Txt01406 Terrace Drive
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0741044626
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731354375
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Atkins and Atkins PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01406 Terrace Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0741044626
ReturnHeader/PreparerPersonGrp/PhoneNum09187488800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R Blake Atkins
ReturnHeader/ReturnTs02015-11-13T09:53:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$262,073
Liabilities
$1
Net assets
$262,073
Revenue
$33,354
Expenses
$27,812
Net income
$5,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.68$6.16$3.48
2020Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.42$0.30$0.12
2019Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.27$0.17$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.39$0.12$0.27
2017Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.35$0.16$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.15$0.12$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.30$0.16$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.33$0.28$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.65$0.10$2.55$0.24$0.20$0.04
2012Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.10
2011Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.24
2010Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.32