2011-10-12T17:21:56-05:00 2010-12-31 Southern Wealth Management LLP 5005 LBJ Freeway Suite 920 Dallas TX 75244 990PF 2010-01-01 205201343 The Luke and Becky Corbett Foundation LUKE 4055621922 PO Box 7150 EDMOND OK 730837150 Lucius R Corbett 2011-10-07 true Laura M Sweeney 9726614600 2010 2016-03-07 17:11:31Z X X 5500147 X 0 87798 87798 59565 59565 35021 811043 35021 182384 182384 0 18235 18235 2907 21142 18235 0 43750 43750 64892 18235 43750 117492 164149 254893 249025 249025 400 478 400 400 2907 0 0 179602 141333 138933 3345235 3458410 3638209 1358932 1410371 1473580 5142047 5259539 5500147 0 X 5142047 5259539 5142047 5259539 5142047 5259539 5142047 117492 5259539 5259539 SCHWAB #5743 - SEE STATEMENT A 2010-01-01 2010-12-31 472781 462405 10376 10376 SCHWAB #5745 - SEE STATEMENT A 2009-01-01 2010-12-31 335802 313617 22185 22185 CAPITAL GAINS DIST: SCH - 9388 2009-01-01 2010-12-31 2460 2460 2460 35021 false 33380 4390333 0.007603 32000 4960090 0.006451 525450 5489580 0.095718 500000 4888779 0.102275 0.212047 0.053012 4989401 264498 1641 266139 43750 3283 3283 3283 2907 2907 376 0 false false false false false false false true true OK true false true false false true LUCIUS CORBETT 4055621922 PO BOX 7150 EDMOND OK 730837150 false false false false false false false false false false false false false false false false false false false false false LUCIUS CORBETT PO BOX 7150 EDMOND OK 730837150 0 0 0 0 SALLY REBECCA CORBETT PO BOX 7150 EDMOND OK 730837150 0 0 0 0 CARRIE CORBETT PO BOX 7150 EDMOND OK 730837150 0 0 0 0 N/A NONE 4840730 224652 0 5065382 0 5065382 75981 4989401 249470 249470 3283 3283 246187 246187 246187 43750 0 0 0 0 43750 43750 246187 0 2008 2007 2006 0 35085 254146 289231 43750 0 43750 0 202437 202437 86794 0 0 0 0 86794 86794 LUCIUS R CORBETT X YMCA OF GREATER OKLAHOMA CITY 500 NORTH BROADWAY SUITE 500 OKLAHOMA CITY OK 73102 NONE 501(C)(3) CHARITABLE 500 HOPE CENTER PO BOX 2915 EDMOND OK 73083 NONE 501(C)(3) GENERAL FUND 5000 Fields of Honor Foundation 7030 S Yale Ave Ste 600 Tulsa OK 74136 NONE 501(C)(3) GENERAL FUND 10000 Circle of Care for Children and Youth 1501 NW 24th St Ste 214 Oklahoma City OK 731063635 NONE 501(C)(3) General Fund 10000 INTEGRIS FOUNDATIONS FOR THE ARTHRITIS FOUNDATION 3030 NORTHWEST EXPRESSWAY STE 160 OKLAHOMA CITY OK 73112 NONE 501(C)(3) GENERAL FUND 2500 AMERICAN HEART ASSOCIATION 5700 N PORTLAND STE 203 OKLAHOMA CITY OK 73112 NONE 501(C)(3) GENERAL FUND 5000 UNITED WAY OF CENTRAL OKLAHOMA PO BOX 837 OKLAHOMA CITY OK 73101 NONE 501(C)(3) GENERAL FUND 10000 BOY SCOUTS OF AMERICA 620 CACHE RD LAWTON OK 73101 NONE 501(C)(3) GENERAL FUND 750 43750 14 87798 14 59565 18 35021 182384 182384 false false false false false false false false false false NONE CHARLES SCHWAB - 5743 1308342 1371875 CHARLES SCHWAB 9388 102029 101705 CHARLES SCHWAB 5743 201657 211808 CHARLES SCHWAB 9388 3256753 3426401 141333 138933 INVESTMENT ADVISORY FEES 8763 8763 MANAGER FEES - SCH 9388 2767 2767 MANAGER FEES - SCH 5743 6705 6705 FEDERAL EXCISE TAX 2907