Civic Intelligence

The David B Waters Charitable Foundation

990PF • Fiscal year 2020 • EIN 81-6856059

Jan 01, 2020 to Dec 31, 2020 • Filed on May 28, 2021

Organization Profile
CO Trust Company Of OK PO Box 3Tulsa, OK 74101-3627

(918) 744-0553

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

3rd percentile

-254%

Higher net margin than 3% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

42nd percentile

$63,644

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 33.5% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

15th percentile

-4.8%

Faster asset growth than 15% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

13th percentile

-41%

Faster revenue growth than 13% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Down

$9,452,694

Down $481,474 (-4.8%) from 2019

Net Assets

Down

$9,452,694

Down $481,474 (-4.8%) from 2019

Liabilities

Flat

$1

Flat from 2019

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin3rd percentile

Revenue

Down

$189,743

Down $132,005 (-41%) from 2019

Expenses

Up

$670,778

Up $350 (+0.1%) from 2019

Net Income

Down

-$481,035

Down $132,355 (-38%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$15M$10M$5.0M$0Assets 2017: $10,525,311Liabilities 2017: $0Net Assets 2017: $10,525,3112017Assets 2018: $10,282,845Liabilities 2018: $0Net Assets 2018: $10,282,8452018Assets 2019: $9,934,168Liabilities 2019: $1Net Assets 2019: $9,934,1682019Assets 2020: $9,452,694Liabilities 2020: $1Net Assets 2020: $9,452,6942020Assets 2021: $9,367,696Liabilities 2021: $1Net Assets 2021: $9,367,6962021Assets 2022: $9,143,519Liabilities 2022: $1Net Assets 2022: $9,143,5192022Assets 2023: $8,586,795Liabilities 2023: $1Net Assets 2023: $8,586,7952023Assets 2024: $8,425,229Liabilities 2024: $0Net Assets 2024: $8,425,2292024

Highlighted filing

2020

Assets$9,452,694
Liabilities$1
Net Assets$9,452,694
Open 2020 Filing

Operations Trend

Revenue Growth13th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $2,817,733Expenses 2017: $85,738Net Income 2017: $2,731,9952017Revenue 2018: $302,493Expenses 2018: $543,059Net Income 2018: -$240,5662018Revenue 2019: $321,748Expenses 2019: $670,428Net Income 2019: -$348,6802019Revenue 2020: $189,743Expenses 2020: $670,778Net Income 2020: -$481,0352020Revenue 2021: $611,139Expenses 2021: $687,415Net Income 2021: -$76,2762021Revenue 2022: $478,568Expenses 2022: $706,502Net Income 2022: -$227,9342022Revenue 2023: $292,883Expenses 2023: $846,239Net Income 2023: -$553,3562023Revenue 2024: $524,436Expenses 2024: $684,278Net Income 2024: -$159,8422024

Highlighted filing

2020

Revenue$189,743
Expenses$670,778
Net Income-$481,035
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THE TRUST COMPANY OF OKLAHOMATrustee-$63,644-$63,644
Filing and Contact Details

Filer

Filer Name
The David B Waters Charitable Foundation
EIN
81-6856059
Phone
9187440553
Address
CO TRUST COMPANY OF OK PO BOX 3, TULSA, OK 74101-3627

Signing Officer

Name
Trust Company of Oklahoma
Title
Trustee
Phone
9187440553
Signed
2021-05-28
Discuss with paid preparer
Yes

Preparer

Firm
STANFIELD O'DELL PC
Address
1350 S BOULDER AVE STE 800, TULSA, OK 74119
Preparer
Gordon Tarman Ii CPA
Phone
9186280500
Raw XML Appendix351 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/Amt01715
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01715
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0METROPOLITAN WEST TOTAL RETURN BD P
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1PIMCO INVESTMENT GRD CORP BOND FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2PIMCO TOTAL RETURN INSTITUTIONAL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3TEMPLETON GLOBAL BOND ADVISOR CL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4THORNBURG LIMITED TERM INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5VANGUARD ADM ST INV GRADE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6VANGUARD S/T INFL PROT-ADM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0692625
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1408417
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2561108
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3116923
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4438657
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5520227
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt6294328
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0702889
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1433589
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2576405
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3100623
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4464605
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5537324
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt6302264
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0524489
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1685788
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2561949
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt33189424
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4162968
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5153521
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt6473522
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt7209349
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt8265000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt9156915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0668000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1952281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2794797
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt34945873
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4232161
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5196021
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt6864504
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt7274952
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8315672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9191084
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0FIDELITY CONTRAFUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VANGUARD MID CAP VALUE INDEX ADMIRAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD SMALL-CAP INDEX-ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3VANGUARD 500 INDEX FUND-ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DELAWARE EMERGING MARKETS R-6
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5FIDELITY EMERGING MARKETS INDEX FD I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6VANGUARD INTERNATIONAL GROWTH ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7VANGUARD S&P 500 EFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8VANGUARD DEV MKT IND ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VANGUARD EMERGING MKTS STOCK IDX ADM
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0246332
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt088048
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-144701
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt064
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0334444
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0-144701
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0189743
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01715
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01715
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt063644
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt063644
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0600000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0600000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0239065
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0246332
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-481035
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03233944
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt064
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-56653
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0171094
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt02676
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt05419
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0600000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt068035
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0670778
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0239129
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0189743
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt068035
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt070778
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0535088
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12754977
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt016939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-161108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt288048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt016939
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-161108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt288048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0552027
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12593869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt288048
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-56121
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-481035
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0439
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09453133
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09934168
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09452694
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0558350
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0558350
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0558350
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0560728
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02378
IRS990PF/DistributableAmountGrp/TotalTaxAmt02378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02560
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0182
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02378
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02560
IRS990PF/FMVAssetsEOYAmt012590528
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt09934168
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt09452694
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02970013
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt03032285
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt03117699
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06869695
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt06382925
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09435345
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt094460
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt037484
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt037484
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09934168
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09452694
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt012590528
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09934168
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09452694
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09934168
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09452694
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011385345
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt094765
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt011290580
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0170780
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0560728
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011214565
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011385345
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt063644
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0THE TRUST COMPANY OF OKLAHOMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 3637
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0TULSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd074105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0600000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0600000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0600000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt07
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE DAVID B. WATERS CHARITABLE FOUNDATION IS A PRIVATE, NON-OPERATING FOUNDATION. IT ACCOMPLISHES ITS CHARITABLE PURPOSES SOLEY THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS AND GRANTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKE PROGRAM-RELATED INVESTMENTS. ALL ADMINISTRATIVE EXPENSES WERE INCURRED IN THE ADMINISTRATION OF INVESTMENTS, AND THEREFORE, NO EXPENSES HAVE BEEN ALLOCATED TO GRANT-MAKING ACTIVITIES.
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/SubjToTaxRmnrtnExPrchtPymtInd00
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/IndividualWithBooksNm0TRUST COMPANY OF OKLAHOMA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06120 S YALE AVE 1900
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0TULSA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd074136
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum09187440553
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FOR USE FOR PHILMONT RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONSERVATION IN THE STATE OF OKLAHOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SUPPORT OF THE UNIVERSITY OF MICHIGAN MEDICAL SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BOY SCOUTS OF AMERICA - PHILMONT SCOUT RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF MICHIGAN SCHOOL OF MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt017 DEER RUN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt14245 FAIRFAX DRIVE SUITE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23003 S STATE STREET STE 9000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CIMARRON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ARLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ANN ARBOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd087714
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd122203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2481091288
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0600000
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/AppliedToCurrentYearAmt0118346
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0481654
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0558350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0600000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0440004
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0481654
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0439
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGES IN NET ASSETS - DAVID B. WATERS TRUST
TaxesSchedule/TaxesDetail/Amt02676
TaxesSchedule/TaxesDetail/Amt12560
TaxesSchedule/TaxesDetail/Amt2183
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX ESTIMATE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL TAX - PRIOR YEAR
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02676
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUST COMPANY OF OKLAHOMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09187440553
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DAVID B WATERS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0816856059
ReturnHeader/Filer/PhoneNum09187440553
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO TRUST COMPANY OF OK PO BOX 3
ReturnHeader/Filer/USAddress/CityNm0TULSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0741013627
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731293433
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STANFIELD O'DELL PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01350 S BOULDER AVE STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074119
ReturnHeader/PreparerPersonGrp/PhoneNum09186280500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GORDON TARMAN II CPA
ReturnHeader/ReturnTs02021-06-08T16:34:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TRUST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COMPANY OF OKLAHOMA
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,452,694
Liabilities
$1
Net assets
$9,452,694
Revenue
$189,743
Expenses
$670,778
Net income
-$481,035
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.43$0.00$8.43$0.52$0.68$0.16
2023Detailed filing. Detailed filing data is available for this year.$8.59$0.00$8.59$0.29$0.85$0.55
2022Detailed filing. Detailed filing data is available for this year.$9.14$0.00$9.14$0.48$0.71$0.23
2021Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$0.61$0.69$0.08
2020Detailed filing. Detailed filing data is available for this year.$9.45$0.00$9.45$0.19$0.67$0.48
2019Detailed filing. Detailed filing data is available for this year.$9.93$0.00$9.93$0.32$0.67$0.35
2018Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.30$0.54$0.24
2017Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$2.82$0.09$2.73