Nonprofit · EIN 26-6335786
CARL F LAMBERTUS TR
Tax-exempt · TULSA, OK 74101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $147,119 | $400,647 | -$253,528 | $1,228,465 | $0 | $1,228,465 |
| December 31, 2024 | 990-PF | $112,941 | $11,393 | $101,548 | $1,375,567 | $0 | $1,375,567 |
| December 31, 2023 | 990-PF | $121,912 | $12,221 | $109,691 | $1,415,649 | $0 | $1,415,649 |
| December 31, 2022 | 990-PF | $127,211 | $132,740 | -$5,529 | $1,306,960 | $0 | $1,306,960 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $52,388
- Net gain from sales of assets
- $13,868
- Other income
- $80,863
Expenses
- Grants and similar amounts paid
- $287,222
- Compensation of officers, directors and key employees
- $7,767
- Disbursements for charitable purposes
- $297,914
- Excise tax on investment income
- $1,661
Balance sheet and other
- Total assets, start of year
- $1,375,567
- Total assets, end of year
- $1,228,465
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,228,465
- Fair market value of assets
- $1,437,925
- Qualifying distributions
- $297,914
- Net investment income
- $147,113
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 |
|---|---|---|---|
| BOKF NA PO BOX 1620, TULSA, OK 74101 | TRUSTEE | 10 | $7,767 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK AND TRUST COMPANY 501 Frisco Avenue, Clinton, OK 73601 | TRUSTEE | 10 | $10,155 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK AND TRUST COMPANY 501 Frisco Avenue, Clinton, OK 73601 | TRUSTEE | 10 | $9,243 |
990-PF for the year ended December 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST BANK AND TRUST COMPANY 501 Frisco Avenue, Clinton, OK 73601 | TRUSTEE | 10 | $9,672 |
Address and contacts
- Address (IRS master file)
- PO BOX 1620, TULSA, OK 74101-1620
- In care of
- % BOKF NA TTEE
- Signed the 990-PF
- BOKF NA TRUSTEE, VICE PRESIDENT
- Phone
- (918) 619-1526
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
- 26-6335786
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,228,465
- Income (IRS master file)
- $1,903,519
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $147,119 | $400,647 | $1,228,465 | IRS |
| 990-PF | December 2024 | $112,941 | $11,393 | $1,375,567 | XML |
| 990-PF | December 2023 | $121,912 | $12,221 | $1,415,649 | XML |
| 990-PF | December 2022 | $127,211 | $132,740 | $1,306,960 | XML |
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 26-6335786).
Questions about CARL F LAMBERTUS TR
- What is the EIN of CARL F LAMBERTUS TR?
- The employer identification number (EIN) of CARL F LAMBERTUS TR is 26-6335786.
- Is CARL F LAMBERTUS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does CARL F LAMBERTUS TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARL F LAMBERTUS 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 CARL F LAMBERTUS 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 CARL F LAMBERTUS TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,767 (BOKF NA, TRUSTEE).
- How much revenue does CARL F LAMBERTUS TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $147,119, expenses of $400,647 and total assets of $1,228,465 at year end.
Other nonprofits in TULSA
- SAINT FRANCIS HOSPITAL INC EIN 73-0700090 · last filed 990 for 2025
- ST JOHN MEDICAL CENTER INC EIN 73-0579286 · last filed 990 for 2025
- GEORGE KAISER FAMILY FOUNDATION EIN 73-1574370 · last filed 990 for 2024
- UNIVERSITY OF TULSA EIN 73-0579298 · last filed 990 for 2025
- TULSA COMMUNITY FOUNDATION EIN 73-1554474 · last filed 990 for 2024
- CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION EIN 73-1312965 · last filed 990-PF for 2024
- WARREN CLINIC INC EIN 73-1310891 · last filed 990 for 2025
- SAINT FRANCIS HOSPITAL SOUTH LLC EIN 01-0603214 · last filed 990 for 2025