Civic Intelligence

The Waltman Trust

990PF • Fiscal year 2018 • EIN 73-6324106

Jan 01, 2018 to Dec 31, 2018 • Filed on May 14, 2019

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

52nd percentile

3.6%

Higher net margin than 52% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

80th percentile

$2,898

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

49th percentile

0.3%

Faster asset growth than 49% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$288,944

Up $896 (+0.3%) from 2017

Net Assets

Up

$288,944

Up $896 (+0.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin52nd percentile

Revenue

Up

$24,636

Up $2,592 (+12%) from 2017

Expenses

Down

$23,740

Down $1,419 (-5.6%) from 2017

Net Income

Up

$896

Up $4,011 (+129%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2018

Assets$288,944
Liabilities$0
Net Assets$288,944
Open 2018 Filing

Operations Trend

Revenue Growth66th 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

2018

Revenue$24,636
Expenses$23,740
Net Income$896
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIM CASWELLTrusteePT$2,898-$2,898
DANNY RAY VILESTrustee-$2,898-$2,898
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-SCHOLARSHIPS-Miami, OK, US$8,024
Paid Grant-CONTRIBUTION FOR EQUIPMENT-Jay, OK, US$4,100
Paid Grant-SCHOLARSHIPS-Fayetteville, AR, US$3,500
Paid Grant-CONTRIBUTION FOR MAINTENANCE-Jay, OK, US$500
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 Caswell
Title
Trustee
Phone
9187864233
Signed
2019-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Ann Shell Pewitt CPA
Address
1107 ROLLING OAKS RD, Grove, OK 74344
Preparer
Ann Shell Pewitt CPA
Phone
9187872223
Raw XML AppendixShowing 400 of 417 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016080
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt016720
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt021115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt015264
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt014436
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt013129
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.09518
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.09314
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.081198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.154327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.108562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.038673
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0170
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0167154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0179515
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0260044
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt098907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0132975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0339488
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt016124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.475899
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt015954
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt016124
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0170
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt016124
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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 ADMINON ACONTINUING BASIS FOR LISTED CHARITABLE PURPOSES
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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/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/Amt08024
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt13500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CONTRIBUTION FOR MAINTENANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONTRIBUTION FOR EQUIPMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0NEO AM COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1UNIVERSITY OF ARKANSAS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ZENA CEMETERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3ZENA FIRE DEPARTMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0200 I STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1232 SILAS HUNT HALL 1 UNIV OF ARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2DONNA SMITH 35701 S 580 ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3GREG TEAL P O BOX 735
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Fayetteville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Jay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Jay
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd074354
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd172701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd274346
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd374346
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016124
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/AppliedToCurrentYearAmt08188
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08188
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07890
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08181
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010440
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07917
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt042364
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt07936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07890
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08181
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07917
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016124
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07936
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt042364
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034428
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt024
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0146
TaxesSchedule/TaxesDetail/CategoryTxt02015 FED EXCISE TAXINVESTINC
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0146
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM CASWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09187864233
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WALTMAN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0WALT
ReturnHeader/Filer/EIN0736324106
ReturnHeader/Filer/USAddress/AddressLine1Txt055750 E 340 ROAD
ReturnHeader/Filer/USAddress/CityNm0Jay
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd074346
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A096E149B52F35D8123F01FDC0EE708AFA9581E3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A096E149B52F35D8123F01FDC0EE708AFA9581E3
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07326142019134wxyqndm
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-14

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$288,944
Liabilities
$0
Net assets
$288,944
Revenue
$24,636
Expenses
$23,740
Net income
$896
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