Civic Intelligence

Huffman Trust

990PF • Fiscal year 2017 • EIN 73-6317789

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

Organization Profile
PO Box 330130Tulsa, OK 74133

(918) 583-1169

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

8th percentile

-56%

Higher net margin than 8% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

47th percentile

$13,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 26.8% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

$1,158,191

No earlier filing loaded for comparison.

Net Assets

$1,158,191

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin8th percentile

Revenue

$48,423

No earlier filing loaded for comparison.

Expenses

$75,506

No earlier filing loaded for comparison.

Net Income

-$27,083

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2017: $1,158,191Liabilities 2017: $0Net Assets 2017: $1,158,1912017Assets 2018: $1,127,668Liabilities 2018: $0Net Assets 2018: $1,127,6682018Assets 2019: $1,073,673Liabilities 2019: $6,000Net Assets 2019: $1,067,6732019Assets 2020: $1,037,250Liabilities 2020: $0Net Assets 2020: $1,037,2502020Assets 2021: $1,047,614Liabilities 2021: $0Net Assets 2021: $1,047,6142021Assets 2022: $1,022,313Liabilities 2022: $0Net Assets 2022: $1,022,3132022Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2017

Assets$1,158,191
Liabilities$0
Net Assets$1,158,191
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2017: $48,423Expenses 2017: $75,506Net Income 2017: -$27,0832017Revenue 2018: $50,074Expenses 2018: $80,597Net Income 2018: -$30,5232018Revenue 2019: $58,737Expenses 2019: $86,296Net Income 2019: -$27,5592019Revenue 2020: $56,738Expenses 2020: $87,161Net Income 2020: -$30,4232020Revenue 2021: $57,966Expenses 2021: $47,602Net Income 2021: $10,3642021Revenue 2022: $91Expenses 2022: $74,700Net Income 2022: -$74,6092022Revenue 2024: $67,721Expenses 2024: $2,765,898Net Income 2024: -$2,698,1772024

Highlighted filing

2017

Revenue$48,423
Expenses$75,506
Net Income-$27,083
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$13,000-$13,000
Filing and Contact Details

Filer

Filer Name
Huffman Trust
EIN
73-6317789
Phone
9185831169
Address
PO Box 330130, Tulsa, OK 74133

Signing Officer

Name
Lucien M Rouse
Title
Trustee
Signed
2018-11-14
Discuss with paid preparer
No

Preparer

Firm
Casey & Rouse PC
Address
PO Box 330163 Tulsa OK 74133, Tulsa, OK 74133
Preparer
Lucien M Rouse
Phone
9185831169
Raw XML Appendix318 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/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Casey Rouse PC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01500
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02010-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12009-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc02000Biomarin Pharmisceutical
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12000 Cheaspeake Energy
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02588
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt12546
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt02000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt12000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02017-04
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12017-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-588
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-546
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt019498
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt150440
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt248878
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt316892
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt429948
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt548398
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6124606
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt73885
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt818598
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt949367
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1024569
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11114632
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1248162
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1338222
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1421589
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1549776
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt163410
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1748167
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1810834
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt019201
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt165772
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt210952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt342340
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt467941
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt592100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6272714
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7162478
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt859925
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9161832
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1031824
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1194278
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt12100780
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1387508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1453964
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1545703
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt162902
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1722712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt187865
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm02099 shares of AB High Income Fd.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11200 shares of Ameren Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2617 shares of Ares Capital Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3639 shares of American Electric Power
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4832 shares of Duke Energy
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51200 shares of Consolidated Edison
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63400 shares of Dover Corp.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71755 shares of J.P. Morgan Chase
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82500 shares of NI Source Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94400 shares of OGE Energy Corp. PV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101700 shares of Knowles Corp
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112256 shares of ATT Communications
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm122000 shares of Southern Company
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132007 shares of Xcel Energy Inc.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm141228 shares of Enbridge Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm153319 shares of Blackrock Muniyteld Ins.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16200 shares of John Hancock Income SECs Tr
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm175874 shares of Transamerica Income Shrs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm181181 shares of Templeton Global Income
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0111666
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Managrd Fund
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt057792
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0523000
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt049557
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/UnrelatedBusinessTaxblIncmAmt0-1134
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt048423
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt048423
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt013000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt013000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt049557
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt049557
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-27083
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt04000
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-1134
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt049557
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt079
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt079
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0927
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt074579
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt075506
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt049557
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt048423
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt014579
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015506
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-27083
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01158191
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01185274
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01158191
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt079545
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt079545
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt079545
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt080536
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0991
IRS990PF/DistributableAmountGrp/TotalTaxAmt0991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt019
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0610
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0400
IRS990PF/FMVAssetsEOYAmt01737237
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt026634
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt031137
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt031137
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0815716
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0769871
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01402791
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0111666
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0111666
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt057792
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01185274
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01158191
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0231258
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0245517
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0245517
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01185274
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01158191
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01737237
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01185274
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01158191
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01185274
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01158191
IRS990PF/InitialReturnFormerPubChrtyInd0X
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01635245
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0245527
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01389718
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024529
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt080536
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01610716
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01635245
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0002.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0Casey & Rouse PC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt013000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 330163
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Tulsa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd074133
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt076725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt077221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt069070
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt084579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt061283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt058167
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt063477
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt0000.047634
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt0000.045977
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt0000.057620
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt0000.041950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt0000.041510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt0000.051111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0496
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01610716
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01502265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01467880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01460852
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01401285
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01241949
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt074579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt0000.238168
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt074579
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt074579
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt074579
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 330130
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Tulsa
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074133
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09185831169
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0none
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt06000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt124000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt230000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Genrtal Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Animal Aid Of Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Arthritis Foundation Of Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Meals On Wheels Of Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03307 E 15th St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt19521 E Riverside Pky 352
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt212620 E 31st ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Tulsa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd174137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd274146
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt060000
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/AppliedToCurrentYearAmt0361
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt074218
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079545
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074579
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt079184
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt074218
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PO Box Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt079
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt079
TaxesSchedule/TaxesDetail/Amt0927
TaxesSchedule/TaxesDetail/CategoryTxt0Tax on Investment income
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lucien M Rouse
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Huffman Trust
ReturnHeader/Filer/BusinessNameControlTxt0HUFF
ReturnHeader/Filer/EIN0736317789
ReturnHeader/Filer/PhoneNum09185831169
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 330130
ReturnHeader/Filer/USAddress/CityNm0Tulsa
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074133
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B870AFF90246622BC41332FF297103C3F64E75B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07353712018306rop3hqt
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-11-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.14.158.253
ReturnHeader/FilingSecurityInformation/IPDt02018-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm019:40:11
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Casey & Rouse PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 330163 Tulsa OK 74133
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tulsa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074133
ReturnHeader/PreparerPersonGrp/PhoneNum09185831169
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lucien M Rouse
ReturnHeader/ReturnTs02018-11-14T01:47:26-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,158,191
Liabilities
$0
Net assets
$1,158,191
Revenue
$48,423
Expenses
$75,506
Net income
-$27,083
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.07$2.77$2.70
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.00$0.07$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.06$0.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.06$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.01$1.07$0.06$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.05$0.08$0.03