Nonprofit · EIN 20-1409711
BYRD FIELDER LIVENGOOD CHARITABLE TR
Tax-exempt · TULSA, OK 74101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $471,967 | $416,998 | $54,969 | $5,788,437 | $0 | $5,788,437 |
| May 31, 2024 | 990-PF | $270,713 | $393,009 | -$122,296 | $5,744,848 | $0 | $5,744,848 |
| May 31, 2023 | 990-PF | $280,339 | $439,313 | -$158,974 | $5,854,301 | $0 | $5,854,301 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $134,852
- Interest
- $26,744
- Net gain from sales of assets
- $288,243
- Other income
- $22,128
Expenses
- Grants and similar amounts paid
- $331,500
- Compensation of officers, directors and key employees
- $69,808
- Disbursements for charitable purposes
- $353,327
- Excise tax on investment income
- $6,403
Balance sheet and other
- Total assets, start of year
- $5,744,848
- Total assets, end of year
- $5,788,437
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,788,437
- Fair market value of assets
- $7,683,436
- Qualifying distributions
- $353,327
- Net investment income
- $471,967
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF TEXAS NA BOKF NA PO BOX 1088, SHERMAN, TX 750911088 | CORP TRUSTEE | 0 | $69,808 |
| JIMMY HARRELL PO BOX 1088, SHERMAN, TX 75091 | TRUSTEE | 0 | $0 |
| RAY THOMAS PO BOX 1088, SHERMAN, TX 75091 | TRUSTEE | 0 | $0 |
| DOROTHY MCKEE PO BOX 1088, SHERMAN, TX 750911088 | TRUSTEE | 0 | $0 |
990-PF for the year ended May 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF TEXAS NA BOKF NA PO BOX 1088, SHERMAN, TX 750911088 | CORP TRUSTEE | 0 | $65,273 |
| CH GILLESPIE III 200 N TRAVIS 304, SHERMAN, TX 75090 | TRUSTEE | 0 | $0 |
| JIMMY HARRELL PO BOX 1088, SHERMAN, TX 75091 | TRUSTEE | 0 | $0 |
| RAY THOMAS PO BOX 1088, SHERMAN, TX 75091 | TRUSTEE | 0 | $0 |
| DOROTHY MCKEE PO BOX 1088, SHERMAN, TX 750911088 | TRUSTEE | 0 | $0 |
990-PF for the year ended May 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF TEXAS NA BOKF NA PO BOX 1088, SHERMAN, TX 750911088 | CORP TRUSTEE | 0 | $63,466 |
| CH GILLESPIE III 200 N TRAVIS 304, SHERMAN, TX 75090 | TRUSTEE | 0 | $0 |
| JIMMY HARRELL PO BOX 1088, SHERMAN, TX 75091 | TRUSTEE | 0 | $0 |
| RAY THOMAS PO BOX 1088, SHERMAN, TX 75091 | TRUSTEE | 0 | $0 |
| DOROTHY MCKEE PO BOX 1088, SHERMAN, TX 750911088 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1620, TULSA, OK 74101-1620
- In care of
- % BANK OF TEXAS
- Signed the 990-PF
- BANK OF TEXAS NA, CORP TRUSTEE
- Phone
- (918) 588-6486
- Return prepared by
- HAROLD B ROGERS III CPA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-1409711
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,788,437
- Income (IRS master file)
- $968,971
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $471,967 | $416,998 | $5,788,437 | XML |
| 990-PF | May 2024 | $270,713 | $393,009 | $5,744,848 | XML |
| 990-PF | May 2023 | $280,339 | $439,313 | $5,854,301 | XML |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1409711).
Questions about BYRD FIELDER LIVENGOOD CHARITABLE TR
- What is the EIN of BYRD FIELDER LIVENGOOD CHARITABLE TR?
- The employer identification number (EIN) of BYRD FIELDER LIVENGOOD CHARITABLE TR is 20-1409711.
- Is BYRD FIELDER LIVENGOOD CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to BYRD FIELDER LIVENGOOD CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BYRD FIELDER LIVENGOOD CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BYRD FIELDER LIVENGOOD CHARITABLE TR due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BYRD FIELDER LIVENGOOD CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of BYRD FIELDER LIVENGOOD CHARITABLE TR?
- The 990-PF for the year ended May 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $69,808 (BANK OF TEXAS NA BOKF NA, CORP TRUSTEE).
- How much revenue does BYRD FIELDER LIVENGOOD CHARITABLE TR have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $471,967, expenses of $416,998 and total assets of $5,788,437 at year end.
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All nonprofits in TULSA · Oklahoma · Philanthropy, voluntarism and grantmaking foundations