Nonprofit · EIN 20-3463330
CASADY SCHOOL PRIVATE FOUNDATION INC
Tax-exempt · OKLAHOMA CITY, OK 73154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $528,049 | $654,416 | -$126,367 | $3,734,351 | $0 | $3,734,351 |
| June 30, 2024 | 990-PF | $541,771 | $568,731 | -$26,960 | $3,860,718 | $0 | $3,860,718 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $176,929
- Net gain from sales of assets
- $351,120
Expenses
- Grants and similar amounts paid
- $618,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $618,662
- Excise tax on investment income
- $6,952
Balance sheet and other
- Total assets, start of year
- $3,860,718
- Total assets, end of year
- $3,734,351
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,734,351
- Fair market value of assets
- $12,856,759
- Qualifying distributions
- $618,662
- Net investment income
- $528,049
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G JEFFREY RECORDS JR 501 NW GRAND BLVD, OKLAHOMA CITY, OK 73118 | PRESIDENT & TREASURER | 1 | $0 |
| DAVID J MORGAN 501 NW GRAND BLVD, OKLAHOMA CITY, OK 73118 | VICE PRESIDENT | 1 | $0 |
| ERIN FONG 501 NW GRAND BLVD, OKLAHOMA CITY, OK 73118 | SECRETARY | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G JEFFREY RECORDS JR 501 NW GRAND BLVD, OKLAHOMA CITY, OK 73118 | PRESIDENT & TREASURER | 1 | $0 |
| DAVID J MORGAN 501 NW GRAND BLVD, OKLAHOMA CITY, OK 73118 | VICE PRESIDENT | 1 | $0 |
| ERIN FONG 501 NW GRAND BLVD, OKLAHOMA CITY, OK 73118 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 54390, OKLAHOMA CITY, OK 73154-1390
- In care of
- % G JEFFREY RECORDS JR
- Signed the 990-PF
- ERIN FONG, SECRETARY
- Phone
- (405) 767-7625
- Return prepared by
- GRANT THORNTON ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3463330
- 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
- 2005
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B11)
- Assets (IRS master file)
- $3,734,351
- Income (IRS master file)
- $715,470
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $528,049 | $654,416 | $3,734,351 | XML |
| 990-PF | June 2024 | $541,771 | $568,731 | $3,860,718 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 20-3463330).
Questions about CASADY SCHOOL PRIVATE FOUNDATION INC
- What is the EIN of CASADY SCHOOL PRIVATE FOUNDATION INC?
- The employer identification number (EIN) of CASADY SCHOOL PRIVATE FOUNDATION INC is 20-3463330.
- Is CASADY SCHOOL PRIVATE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to CASADY SCHOOL PRIVATE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CASADY SCHOOL PRIVATE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CASADY SCHOOL PRIVATE FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASADY SCHOOL PRIVATE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of CASADY SCHOOL PRIVATE FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CASADY SCHOOL PRIVATE FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $528,049, expenses of $654,416 and total assets of $3,734,351 at year end.
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