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← MARGARET SMITH WEEKS & MARIE STUART SMITH MEMORIAL CHARITABLE TRUST

Form 990 for tax year 2025

Filed by MARGARET SMITH WEEKS & MARIE STUART SMITH MEMORIAL CHARITABLE TRUST.

Totals

Total revenue
$2,702,270
Total expenses
$2,153,647
Contributions and grants received
$0
Grants paid
$1,997,159
Program service revenue
$0
Investment income
$348,610
Other revenue
$2,353,660
Total assets, end of year
$6,622,250
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,622,250
Program services expenses (Part IX)
$1,997,159
Management and general expenses
$156,488
Fundraising expenses
$0
Program service expenses (Part III)
$1,997,159

Program services were 92.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $348,917 · excluded $348,917

  • 5 · Royalties

    total $2,410,341 · excluded $2,410,341

  • 7a · Gross sales of assets other than inventory

    securities $1,197,735

  • 7b · Less cost or other basis and sales expenses

    securities $1,198,042

  • 7c · Gain or loss

    securities -$307

  • 7d · Net gain or loss

    total -$307 · excluded -$307

  • 10a · Gross sales of inventory

    $556,042

  • 10b · Cost of goods sold

    $612,723

  • 10c · Net income from sales of inventory

    total -$56,681 · unrelated business -$56,681

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,997,159 · program services $1,997,159

  • 5 · Compensation of officers, directors and key employees

    total $214,228 · management and general $214,228

  • 11b · Fees: legal

    total $78 · management and general $78

  • 11c · Fees: accounting

    total $18,780 · management and general $18,780

  • 23 · Insurance

    total $9,300 · management and general $9,300

  • 24a · Other expenses: MISCELLANEOUS

    total $192 · management and general $192

  • 24b · Other expenses: ALLOCATED TO WORKING IN

    total -$86,090 · management and general -$86,090

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,274 · end of year -$8,629

  • 2 · Savings and temporary cash investments

    beginning of year $323,241 · end of year $363,816

  • 10a · Land, buildings and equipment: cost or other basis

    $664,163

  • 10b · Land, buildings and equipment: accumulated depreciation

    $664,163

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $5,735,112 · end of year $6,267,063

  • 29 · Capital stock, trust principal or current funds

    beginning of year $3,382,679 · end of year $3,382,679

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,690,948 · end of year $3,239,571

Mission and programs · 2025

Mission

NONE

Activities or mission (Part I)

FINANCIAL SUPPORT OF 501(C) (3) ORGANIZATION, CROSS TIMBERS HOSPICE, ARDMORE OK 73401

  • FINANCIAL SUPPORT OF CROSS TIMBERS HOSPICE, A 501(C)(3) ORGANIZATION

    Expenses $1,997,159 · Grants $1,997,159

As filed on the 2025 return.

Listed in Part VII

  • FIRST NATIONAL BANK & TRUST CO

    TRUSTEE

    Total calculated
    $214,228
    From this org
    $214,228
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SSCT LLC

    OIL & GAS WORKING INTERESTS · OK

    Directly controlled by MARGARET SMITH WEEKS & MARIE STUART SMITH MEMORIAL CHARITABLE TRUST

Provenance

Return type
form_990
Tax year
2025
Filed
19 August 2026
IRS schema version
2025v4.2
Source object
202632449349301208

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