2026-02-16T03:51:06-00:00 2025-09-30 731325512 Mark K Fitch Attorney 1900 NW Expressway Suite 1300 Oklahoma City OK 731181822 990PF 2024-10-01 736106627 JEAN I EVEREST FOUNDATION JEAN 4058401575 6305 Waterford Boulevard STE 305 Oklahoma City OK 731181116 James H Everest PresidentTrustee 4058401575 2026-02-13 false true Mark K Fitch P00020303 4058487100 2026-02-16 X 2024 2025-03-06 01:10:19Z X 7794377 X 311534 311534 1826330 1828595 1826330 12103 12103 2149967 2149967 1450 38485 39935 0 0 320500 320500 360435 0 320500 1789532 2149967 2692 -46154 -46154 6147484 6348341 7840531 6150176 6302187 7794377 165000 165000 0 X 5985176 6302187 5985176 6302187 6150176 6302187 5985176 1789532 3052 7777760 1475573 6302187 BOK P 2025-09-30 167711 167711 167711 MorganStanley SmithBarney LLC P 2025-09-30 1802 -1802 -1802 MorganStanley SmithBarney LLC P 2025-09-30 463 -463 -463 BancFirst P 2025-09-30 18410 18410 18410 Three Brothers Florida LLC P 2025-09-30 1642474 1642474 1642474 1826330 29885 29885 29885 206 30091 false false false false false false false true true OK true false false false false true N/A James H Everest 4058401575 6305 Waterford Boulevard Suite 305 Oklahoma City OK 731181116 false false false false false false false false false false false false false false false false false false false false false false false James H Everest 6305 Waterford Blvd Suite 305 OKC OK 731181116 President/Trustee 008.00 0 Christine G Everest 6305 Waterford Blvd Suite 305 OKC OK 731181116 Vice-Pres/Trustee 008.00 0 Tricia L Everest 6305 Waterford Blvd Suite 305 OKC OK 731181116 Secretary/Trustee 008.00 0 Christine G Everest 6305 Waterford Blvd Suite 305 OKC OK 731181116 Treasurer/Trustee 008.00 0 NONE NONE The Jean I Everest Foundation has listed no current year contributions attributable to a specific direct charitable activity. However, it is estimated that 86,535 persons will benefit from the Jean I Everest Foundation's contributions to qualified religious, charitable, scientific, public safety or literacy educational 0 organizations made during the current fiscal year. In addition, all contributions received and all investment income generated by the Jean I Everest Foundation's assets are used exclusively for the purposes set forth in the governing document. 0 The Jean I Everest Foundation has listed no current year contributions attributable to a specific direct charitable activity. However, it is estimated that 86,535 persons will benefit from the Jean I Everest Foundation's contributions to qualified religious, charitable, scientific, public safety or literacy educational organizations made during the current fiscal year. In addition, all contributions received and all investment income generated by the Jean I Everest Foundation's assets are used exclusively for the purposes set forth in the governing document. 7840531 -46154 0 7794377 7794377 116916 7677461 383873 383873 29885 29885 353988 353988 353988 320500 320500 353988 126215 320500 126215 194285 159703 James H Everest NONE James H Everest 6305 Waterford Boulevard Suite 305 Oklahoma City OK 731181116 4058401575 jeverestaol.com The Jean I Everest Foundation does not require a form in which applications should be submitted to be a specific designated form. There are no submission deadlines. There are no restrictions or limitations on awards, other than contributions to qualified organizations. See attached schedule See attached schedule Oklahoma CIty OK 73118 None PC Charitable 320500 320500 14 311534 18 1826330 Bank of Okla - other income 14 2149967 2149967 1 N/A false false false false false false false false false false X X 1 James H Everest 6305 Waterford Boulevard Suite 305 Oklahoma City OK 731181116 0 X See attached schedule FMV 6348341 7840531 Mark K. Fitch, Attorney 1450 Federal Income Tax Estimate 4000 Federal Income Tax 948 Three Brothers Florida LLC - tax return adjustment for Schedule K-1 items net 1470625 Bank of Oklahoma, N.A. - custodian mgt fees 6484 MorganStanley SmithBarney LLC - custodian mgt fees 320 MorganStanley SmithBarney LLC - custodian mgt fees 17393 BancFirst - custodian mgt fees 9337 Foreign Tax 951 MorganStanley SmithBarnety LLC - custodian mgt fees 4000 Bank of Oklahoma, N.A. - return of capital 12120 12120 MorganStanley SmithBarney, LLC - other income 1964 1964 Three Brothers Florida LLC - net rental loss -1861 -1861 Bank of Oklahoma, N.A. - tax cost adjustment -84 -84 MorganStanley SmithBarney, LLC - tax cost adjustment -36 -36 Federal Income Tax Refund 3052 Pledges Payable 165000