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Davis-Mcelmurry Charitable Trust EIN 32-6048304 Form 990 (PDF) Claim this org

Davis-Mcelmurry Charitable Trust FY2022 filing

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A private foundation based in Clinton, OK. It reported about $936K in revenue for 2022. For fiscal year 2022 it reported $936K in revenue, $334K in expenses, and $4.7M in net assets.Pt I

Type
Private foundation / grantmaker · Foundations & Grantmakers
Location
Clinton, OK
Filings
6 on file (2020–2022)
Revenue
$936KFY2022
Expenses
$334K
Net assets
$4.7M
People
0
Filings
6
Updates
0
More identity details & actions ⌄
EIN  32-6048304 Private foundation / grantmaker Clinton, OK
Form 990 (PDF)
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →
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Size
$100K–1M
What they do
A private foundation based in Clinton, OK. It reported about $936K in revenue for 2022.
Money in and out
$936K revenue, $334K expenses
Bottom line
—
Grants paid & assets · FY2022
Total revenue
$936K
Pt VIII · Ln 12
Total expenses
$334K
Pt IX · Ln 25
Net assets
$4.7M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $602K
Total assets
4.7M
deployed as grants and operations
Grants paid
275K
in FY2022
Grants made
3grants
total in period
Payout rate
6%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 3 grants · $350K · 2025–2025
Oklahoma Medical Research FdnFY2025$175,000
Southwestern Oklahoma State Univ FdFY2025$116,655
Clinton School FundFY2025$58,345

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$117K
Median grantPart XV$117K
Largest grantPart XV$175K

Summary of the Filing

Part I · fiscal year 2022 · Form 990-T
Revenue
$936K
FY2022▲ +159%
Expenses
$334K
FY2022▲ +49%
Total assets
$4.7M
FY2022▲ +15%
Total liabilities
$0
FY2022
Total revenue
$936K
Pt VIII · Ln 12
Total expenses
$334K
Pt IX · Ln 25
Net assets
$4.7M
Pt X · Ln 32
Total assetsPt II$4.7M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CDavis-Mcelmurry Charitable Trust
EINHdr · item D32-6048304
Principal addressHdr · item CClinton, OK
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MOK
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T22)
Ruling yearIRS BMFAug 2006

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Officers, directors & key employeesPt VII · Sec ANot reported
See Davis-Mcelmurry Charitable Trust executive salaries →

Statement of Revenue

Part VIII
Other revenue$553K · 59%
Investment income$382K · 41%
Other revenue59%$553K
Investment income41%$382K
Total revenueLn 12$936K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.82 Operating & administrative $0.18
Grants & contributions paid82%$275K
Operating & administrative18%$59K
Total functional expensesLn 25$334K

Balance Sheet

Part X · end of year
CashLn 1$3.3M
Total assetsLn 16$4.7M
Total liabilitiesLn 26$0
Total net assetsLn 32$4.7M
Months of cash on handcomputed118.1

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$405K revenue · ⤓ 990 PDF
FY2024$1.0M revenue · ⤓ 990 PDF
FY2023$317K revenue · ⤓ 990 PDF
FY2022$936K revenue · viewing · ⤓ 990 PDF
FY2021$361K revenue · ⤓ 990 PDF
FY2020$187K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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