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Nonprofit · EIN 20-5524633

FRANCIS AND KATHLEEN ROONEY FOUNDATION

Tax-exempt · TULSA, OK 74146

Financials

$11.3M$14.1M2023$15.3M$5.2M2024
Revenue Expenses · by fiscal year end
Financials of FRANCIS AND KATHLEEN ROONEY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$15,311,202$5,200,953$10,110,249$47,999,366$0$47,999,366
December 31, 2023990-PF$11,332,914$14,060,514-$2,727,600$36,750,390$0$36,750,390
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$11,114,460
Dividends
$1,205,639
Interest
$51,726
Net gain from sales of assets
$2,853,736
Other income
$85,641

Expenses

Grants and similar amounts paid
$3,970,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$3,970,402
Excise tax on investment income
$116,751

Balance sheet and other

Total assets, start of year
$36,750,390
Total assets, end of year
$47,999,366
Total liabilities, end of year
$0
Net assets, end of year
$47,999,366
Fair market value of assets
$47,999,366
Qualifying distributions
$3,970,402
Net investment income
$9,578,797

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
KATHLEEN C ROONEY
5601 SOUTH 122ND EAST AVENUE, TULSA, OK 74146
PRESIDENT/DIRECTOR1$0
KATHLEEN D ROONEY
5601 SOUTH 122ND EAST AVENUE, TULSA, OK 74146
TREASURER/DIRECTOR1$0
MICHAEL COLLINS ROONEY
5601 SOUTH 122ND EAST AVENUE, TULSA, OK 74146
GENERAL COUNSEL/SECRETARY/DIRECTOR1$0
BRYNN HUNT
5601 SOUTH 122ND EAST AVENUE, TULSA, OK 74146
SECRETARY1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
KATHLEEN C ROONEY
5601 SOUTH 122ND EAST AVENUE, TULSA, OK 74146
PRESIDENT/DIRECTOR1$0
KATHLEEN D ROONEY
5601 SOUTH 122ND EAST AVENUE, TULSA, OK 74146
TREASURER/DIRECTOR1$0
MICHAEL COLLINS ROONEY
5601 SOUTH 122ND EAST AVENUE, TULSA, OK 74146
GENERAL COUNSEL/SECRETARY/DIRECTOR1$0
BRYNN HUNT
5601 SOUTH 122ND EAST AVENUE, TULSA, OK 74146
SECRETARY/DIRECTOR1$0

Address and contacts

Address (IRS master file)
5601 S 122ND EAST AVE, TULSA, OK 74146-6912
In care of
% BRYNN HUNT
Signed the 990-PF
BRYNN HUNT, SECRETARY
Phone
(571) 297-4893
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 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
20-5524633
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$47,999,366
Income (IRS master file)
$12,457,466

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$15,311,202$5,200,953$47,999,366XML
990-TDecember 2024–––IRS
990-PFDecember 2023$11,332,914$14,060,514$36,750,390XML
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-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 20-5524633).

Questions about FRANCIS AND KATHLEEN ROONEY FOUNDATION

What is the EIN of FRANCIS AND KATHLEEN ROONEY FOUNDATION?
The employer identification number (EIN) of FRANCIS AND KATHLEEN ROONEY FOUNDATION is 20-5524633.
Is FRANCIS AND KATHLEEN ROONEY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to FRANCIS AND KATHLEEN ROONEY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRANCIS AND KATHLEEN ROONEY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANCIS AND KATHLEEN ROONEY 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 FRANCIS AND KATHLEEN ROONEY 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 FRANCIS AND KATHLEEN ROONEY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does FRANCIS AND KATHLEEN ROONEY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $15,311,202, expenses of $5,200,953 and total assets of $47,999,366 at year end.

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