Civic Intelligence

The Waltman Trust

990PF • Fiscal year 2017 • EIN 73-6324106

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 27, 2018

Organization Profile
55750 E 340 RoadJay, OK 74346

(918) 786-4223

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

21st percentile

-14%

Higher net margin than 21% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

80th percentile

$3,435

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

43rd percentile

-1.1%

Faster asset growth than 43% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

43%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$288,048

Down $3,115 (-1.1%) from 2016

Net Assets

Down

$288,048

Down $3,115 (-1.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin21st percentile

Revenue

Up

$22,044

Up $6,666 (+43%) from 2016

Expenses

Down

$25,159

Down $4,579 (-15%) from 2016

Net Income

Up

-$3,115

Up $11,245 (+78%) from 2016

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 2011: $391,571Liabilities 2011: $0Net Assets 2011: $391,5712011Assets 2012: $358,104Liabilities 2012: $0Net Assets 2012: $358,1042012Assets 2013: $346,104Liabilities 2013: $0Net Assets 2013: $346,1042013Assets 2014: $344,702Liabilities 2014: $0Net Assets 2014: $344,7022014Assets 2015: $341,523Liabilities 2015: $0Net Assets 2015: $341,5232015Assets 2016: $291,163Liabilities 2016: $0Net Assets 2016: $291,1632016Assets 2017: $288,048Liabilities 2017: $0Net Assets 2017: $288,0482017Assets 2018: $288,944Liabilities 2018: $0Net Assets 2018: $288,9442018Assets 2019: $289,728Liabilities 2019: $0Net Assets 2019: $289,7282019Assets 2020: $284,206Liabilities 2020: $0Net Assets 2020: $284,2062020Assets 2021: $278,299Liabilities 2021: $0Net Assets 2021: $278,2992021

Highlighted filing

2017

Assets$288,048
Liabilities$0
Net Assets$288,048
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

$40K$20K$0-$20KExpenses 2011: $23,9052011Expenses 2012: $28,8942012Revenue 2013: $10,335Expenses 2013: $22,334Net Income 2013: -$11,9992013Revenue 2014: $21,615Expenses 2014: $23,017Net Income 2014: -$1,4022014Revenue 2015: $20,548Expenses 2015: $23,727Net Income 2015: -$3,1792015Revenue 2016: $15,378Expenses 2016: $29,738Net Income 2016: -$14,3602016Revenue 2017: $22,044Expenses 2017: $25,159Net Income 2017: -$3,1152017Revenue 2018: $24,636Expenses 2018: $23,740Net Income 2018: $8962018Revenue 2019: $24,505Expenses 2019: $23,721Net Income 2019: $7842019Revenue 2020: $11,790Expenses 2020: $17,312Net Income 2020: -$5,5222020Revenue 2021: $11,067Expenses 2021: $16,974Net Income 2021: -$5,9072021

Highlighted filing

2017

Revenue$22,044
Expenses$25,159
Net Income-$3,115
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 27, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM CASWELLTrusteePT$3,435-$3,435
DANNY RAY VILESTrustee-$3,435-$3,435
Filing and Contact Details

Filer

Filer Name
The Waltman Trust
EIN
73-6324106
Address
55750 E 340 ROAD, Jay, OK 74346

Signing Officer

Name
Tim N Caswe
Title
Trustee
Phone
9187864233
Signed
2018-04-27
Discuss with paid preparer
Yes

Preparer

Firm
Ann Shell Pewitt
Address
1107 Rolling Oaks Road, Grove, OK 74344
Preparer
Ann Pewitt
Phone
9187872223
Raw XML AppendixShowing 400 of 436 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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ExplnOfNonFilingWithAGStmt/ExplanationTxt0OKLAHOMAS ATTORNEY GENERAL DOES NOT REGISTER THIS INFORMATION. OKLAHOMA REQUIRES THIS ORGANIZATION EXEMPT FROM INCOME TAX BE FILED WITH OKLAHOMA TAX COMMISSION ON OKLAHOMA FORM 512E. A COPY OF THE FEDERAL 990PF IS SUBMITTED TO OKLAHOMA TAX COMMISSION WITH THE OKLAHOMA 512E. INVESTMENT INCOME OF EXEMPT ORGANIZATIONS SUBJECT TO FEDERAL EXCISE TAX IS NOT SUBJECT TO OKLAHOMA INCOME TAX.
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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0IRC SECTION 751 STATEMENTThe taxpayer has reported ordinary income upon the disposition of units in ONEOK Partners, LP, as provided by the Tax Matters General Partner. The amount was determined in accordance with Internal Revenue Code Section 751 and the detailed information is available in the offices of the Tax Matters General Partner upon request. The date of sale was 07/03/2017. Ordinary gain in shown on 990PF PAGE 1, PART 1--LINE 11-OTHER INCOME STATEMENT in the amount of $8304. The long-term loss is included in the sale of assets.
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IRS990PF/Organization4947a1TrtdPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt015801
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt015947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt021115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt015264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt014436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt013129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt019363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.088019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.081198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.154327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.108562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.038673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.057334
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0146
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0179515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0260044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt098907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0132975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0339488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0337721
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.440094
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt016574
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016720
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0146
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016720
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt004
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt108
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt211a
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE REMAINING ASSETS OF THE WALTMAN TRUST ARE MONEY MARKET
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1ACCOUNTS AND INVESTMENT FUNDS THESE ASSETS ARE TO BE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2ADMINON A CONTINUING BASIS FOR LISTED CHARITABLE PURPOSES
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/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0TIM CASWELL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt055750 E 340 ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Jay
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074346
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09187864223
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NOT APPLICABLE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0THE FOUNDATION ONLY MAKES CONTRIBUTIONS TO PRESELECTED CHARITABLE ORGS. AND DOES NOT ACCEPT UNSOLICITED REQUESTS FOR FUNDS, AREA COLLEGES ARE GIVEN SCHOLARSHIP APP. FORMS. THE PARTICIPATING COLLEGES COLLECT THESE FORMS THAT REQUEST: NAME; ADDRESS; GPA;ACT SCORE; EMPLOYMENT HISTORY; HOW THEY PLAN TO FINANCE COLLEGE; THREE REFS; BOX TO MARK THEY ARE OF INDIAN DESCENT;COLLEGE PREFERENCE & MAJOR.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0AREA COLLEGES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09187864223
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0SEE PAGE 11 OF 990PF
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Jay
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd074346
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE APPLICANTS MUST BE NATIVE AMERICAN DESCENT AND FROM THE JAY, OKLAHOMA AREA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0APRIL 15
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt16120
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24800
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION FOR EQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONTRIBUTION FOR MAINTENANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0OKLAHOMA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1NEO AM COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ZENA FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ZENA CEMETARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0206 WHITEHURST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 I STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2GREG TEAL P O BOX 735
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3DONNA SMITH 35701 S 580 ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Stillwater
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Jay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Jay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074078
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd174354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd274346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd374346
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016720
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/AppliedToCurrentYearAmt08830
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07917
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02521
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02521
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt034428
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08181
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07917
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016720
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07890
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036949
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029059
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0K-1 NONDEDUCTIBLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP ONEOK K-1 LOSS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1ONEOK PARTS LP SALE ORD GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc2SEE IRC SECTION 751 STATEMENT
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-146
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt18304
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-146
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt18304
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt20
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt068
TaxesSchedule/TaxesDetail/CategoryTxt02015 FED EXCISE TAXINVESTINC
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$288,048
Liabilities
$0
Net assets
$288,048
Revenue
$22,044
Expenses
$25,159
Net income
-$3,115
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.11$0.17$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.12$0.17$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.25$0.24$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.25$0.24$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.22$0.25$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.15$0.30$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.21$0.24$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.22$0.23$0.01
2013Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.10$0.22$0.12
2012Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.29
2011Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.24