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Nonprofit · EIN 20-1813311

CORETZ FAMILY FOUNDATION

Tax-exempt · TULSA, OK 74103

Financials

$984K$3.7M2023$3.4M$4.1M2024
Revenue Expenses · by fiscal year end
Financials of CORETZ FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,397,856$4,072,727-$674,871$59,071,891$0$59,071,891
December 31, 2023990-PF$983,814$3,713,371-$2,729,557$59,573,064$0$59,573,064
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,015,101
Interest
$4,358
Net gain from sales of assets
$2,373,647
Other income
$4,750

Expenses

Grants and similar amounts paid
$3,430,489
Compensation of officers, directors and key employees
$143,279
Disbursements for charitable purposes
$3,430,489
Excise tax on investment income
$41,902

Balance sheet and other

Total assets, start of year
$59,573,064
Total assets, end of year
$59,071,891
Total liabilities, end of year
$0
Net assets, end of year
$59,071,891
Fair market value of assets
$73,469,907
Qualifying distributions
$3,430,489
Net investment income
$3,397,856

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ADAM M CORETZ
401 S BOSTON AVE SUITE 2850, TULSA, OK 74103
PRESIDENT0$0
MINDY R CORETZ
401 S BOSTON AVE SUITE 2850, TULSA, OK 74103
VICE PRESIDENT0$0
AMY M CORETZ
401 S BOSTON AVE SUITE 2850, TULSA, OK 74103
SECRETARY0$0
RYAN J CORETZ
401 S BOSTON AVE SUITE 2850, TULSA, OK 74103
SECRETARY0$0
TYLER L CORETZ
401 S BOSTON AVE SUITE 2850, TULSA, OK 74103
TREASURER0$0
ROBERT K CORETZ
6897 GRENADIER BLVD PH 01, NAPLES, FL 34108
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
ADAM M CORETZ
401 S BOSTON AVE SUITE 2850, TULSA, OK 74103
PRESIDENT0$0
MINDY R CORETZ
401 S BOSTON AVE SUITE 2850, TULSA, OK 74103
VICE PRESIDENT0$0
AMY M CORETZ
401 S BOSTON AVE SUITE 2850, TULSA, OK 74103
SECRETARY0$0
RYAN J CORETZ
401 S BOSTON AVE SUITE 2850, TULSA, OK 74103
SECRETARY0$0
TYLER L CORETZ
401 S BOSTON AVE SUITE 2850, TULSA, OK 74103
TREASURER0$0
ROBERT K CORETZ
6897 GRENADIER BLVD PH 01, NAPLES, FL 34108
DIRECTOR0$0

Address and contacts

Address (IRS master file)
401 S BOSTON AVE STE 2850, TULSA, OK 74103-4049
In care of
% ROBERT CORETZ
Signed the 990-PF
ROBERT CORETZ, DIRECTOR
Phone
(918) 298-0512
Return prepared by
MARINER WEALTH ADVISORS

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-1813311
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
December
Files
Form 990-PF
Assets (IRS master file)
$59,071,891
Income (IRS master file)
$21,030,808

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,397,856$4,072,727$59,071,891IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$983,814$3,713,371$59,573,064XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––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 20-1813311).

Questions about CORETZ FAMILY FOUNDATION

What is the EIN of CORETZ FAMILY FOUNDATION?
The employer identification number (EIN) of CORETZ FAMILY FOUNDATION is 20-1813311.
Is CORETZ FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to CORETZ FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CORETZ FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CORETZ FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CORETZ FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CORETZ FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does CORETZ FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,397,856, expenses of $4,072,727 and total assets of $59,071,891 at year end.

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