Nonprofit · EIN 20-6240668
J L AND EUVAL CHARLES CHARTIBLE TR
Also known as BARBER W L TTEE
Tax-exempt · TULSA, OK 74136
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $51,819 | $96,400 | -$44,581 | $850,722 | $0 | $850,722 |
| December 31, 2024 | 990-PF | $136,935 | $94,153 | $42,782 | $895,052 | $0 | $895,052 |
| December 31, 2023 | 990-PF | $100,869 | $91,560 | $9,309 | $853,273 | $0 | $853,273 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22,923
- Interest
- $3,002
- Net gain from sales of assets
- $25,894
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $19,875
- Disbursements for charitable purposes
- $60,000
- Excise tax on investment income
- $238
Balance sheet and other
- Total assets, start of year
- $895,052
- Total assets, end of year
- $850,722
- Total liabilities, end of year
- $0
- Net assets, end of year
- $850,722
- Fair market value of assets
- $1,206,619
- Qualifying distributions
- $60,000
- Net investment income
- $51,819
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN HOLDER PO BOX 772, PERKINS, OK 74059 | TRUSTEE/ADMINISTRATOR | 5 | $19,785 |
| CINDY C HOLDER 220 ALICE AVE SOUTH, SALEM, OR 97302 | TRUSTEE | 2 | $0 |
| LEANNE HOLDER 8601 NE SUNNYSIDE DR, VANCOUVER, WA 98662 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CINDY C HOLDER 220 ALICE AVE SOUTH, SALEM, OR 97302 | TRUSTEE | 2 | $0 |
| BEN HOLDER PO BOX 772, PERKINS, OK 74059 | TRUSTEE/ADMINISTRATOR | 5 | $0 |
| LEANNE HOLDER 8601 NE SUNNYSIDE DR, VANCOUVER, WA 98662 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEN HOLDER PO BOX 772, PERKINS, OK 74059 | TRUSTEE/ADMINISTRATOR | 5 | $15,000 |
| CINDY C HOLDER 220 ALICE AVE SOUTH, SALEM, OR 97302 | TRUSTEE | 2 | $0 |
| LEANNE HOLDER 8601 NE SUNNYSIDE DR, VANCOUVER, WA 98662 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3638 E 69TH PL, TULSA, OK 74136-2645
- In care of
- % WIL BARBER
- Signed the 990-PF
- BEN C HOLDER, TRUSTEE/ADMIN SECRETARY
- Phone
- (405) 880-5551
- Return prepared by
- REGIER CARR & MONROE LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6240668
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $850,722
- Income (IRS master file)
- $466,707
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $51,819 | $96,400 | $850,722 | XML |
| 990-PF | December 2024 | $136,935 | $94,153 | $895,052 | XML |
| 990-PF | December 2023 | $100,869 | $91,560 | $853,273 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 20-6240668).
Questions about J L AND EUVAL CHARLES CHARTIBLE TR
- What is the EIN of J L AND EUVAL CHARLES CHARTIBLE TR?
- The employer identification number (EIN) of J L AND EUVAL CHARLES CHARTIBLE TR is 20-6240668.
- Is J L AND EUVAL CHARLES CHARTIBLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to J L AND EUVAL CHARLES CHARTIBLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J L AND EUVAL CHARLES CHARTIBLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J L AND EUVAL CHARLES CHARTIBLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J L AND EUVAL CHARLES CHARTIBLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of J L AND EUVAL CHARLES CHARTIBLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $19,785 (BEN HOLDER, TRUSTEE/ADMINISTRATOR).
- How much revenue does J L AND EUVAL CHARLES CHARTIBLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $51,819, expenses of $96,400 and total assets of $850,722 at year end.
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All nonprofits in TULSA · Oklahoma · Philanthropy, voluntarism and grantmaking foundations