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Nonprofit · EIN 20-7230041

JOSEPH H AND VIRGINIA L DIBERT

Also known as LESLIE PIERCE TTEE

Tax-exempt · TULSA, OK 74101

Financials

$287K$274K2023$320K$282K2024$356K$284K2025
Revenue Expenses · by fiscal year end
Financials of JOSEPH H AND VIRGINIA L DIBERT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$355,947$284,468$71,479$2,349,530$5,000$2,344,530
December 31, 2024990-PF$320,018$281,685$38,333$2,278,198$5,000$2,273,198
December 31, 2023990-PF$286,920$274,363$12,557$2,240,547$5,000$2,235,547
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$60,807
Net rental income
$103,867
Net gain from sales of assets
$156,175
Other income
$53

Expenses

Grants and similar amounts paid
$200,250
Compensation of officers, directors and key employees
$43,683
Disbursements for charitable purposes
$200,250
Excise tax on investment income
$3,829

Balance sheet and other

Total assets, start of year
$2,278,198
Total assets, end of year
$2,349,530
Total liabilities, end of year
$5,000
Net assets, end of year
$2,344,530
Fair market value of assets
$3,511,515
Qualifying distributions
$200,250
Net investment income
$355,908

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.

NameTitleHours / weekCompensation
THE TRUST COMPANY OF OKLAHOMA
PO BOX 3627, TULSA, OK 74101
CO-TRUSTEE2$34,683
JOSEPH J MCCAIN JR
3401 LEE PARKWAY 1502, DALLAS, TX 75219
CO-TRUSTEE2$9,000
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
THE TRUST COMPANY OF OKLAHOMA
PO BOX 3627, TULSA, OK 74101
CO-TRUSTEE2$33,860
JOSEPH J MCCAIN JR
3401 LEE PARKWAY 1502, DALLAS, TX 75219
CO-TRUSTEE2$9,000
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
THE TRUST COMPANY OF OKLAHOMA
PO BOX 3627, TULSA, OK 74101
CO-TRUSTEE2$32,601
JOSEPH J MCCAIN JR
3401 LEE PARKWAY 1502, DALLAS, TX 75219
CO-TRUSTEE2$9,000

Address and contacts

Address (IRS master file)
PO BOX 3627, TULSA, OK 74101-3627
Signed the 990-PF
JENNIFER MAY, Trustee
Return prepared by
Halley McDaniel & Cuite PLLC

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-7230041
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,349,530
Income (IRS master file)
$919,803

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$355,947$284,468$2,349,530IRS
990-PFDecember 2024$320,018$281,685$2,278,198IRS
990-PFDecember 2023$286,920$274,363$2,240,547XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 20-7230041).

Questions about JOSEPH H AND VIRGINIA L DIBERT

What is the EIN of JOSEPH H AND VIRGINIA L DIBERT?
The employer identification number (EIN) of JOSEPH H AND VIRGINIA L DIBERT is 20-7230041.
Is JOSEPH H AND VIRGINIA L DIBERT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to JOSEPH H AND VIRGINIA L DIBERT tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPH H AND VIRGINIA L DIBERT file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPH H AND VIRGINIA L DIBERT 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 JOSEPH H AND VIRGINIA L DIBERT 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 JOSEPH H AND VIRGINIA L DIBERT?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $34,683 (THE TRUST COMPANY OF OKLAHOMA, CO-TRUSTEE).
How much revenue does JOSEPH H AND VIRGINIA L DIBERT have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $355,947, expenses of $284,468 and total assets of $2,349,530 at year end.

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