Nonprofit · EIN 27-5301989
CLERICO FAMILY EDUCATION FOUNDATION
Tax-exempt · TULSA, OK 74114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $455,317 | $550,425 | -$95,108 | $2,672,734 | $0 | $2,672,734 |
| December 31, 2024 | 990-PF | $617,032 | $404,155 | $212,877 | $2,766,604 | $0 | $2,766,604 |
| December 31, 2023 | 990-PF | $3,604,985 | $1,749,809 | $1,855,176 | $2,551,582 | $0 | $2,551,582 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $55,591
- Net gain from sales of assets
- $399,726
Expenses
- Grants and similar amounts paid
- $378,055
- Compensation of officers, directors and key employees
- $92,400
- Disbursements for charitable purposes
- $378,055
- Excise tax on investment income
- $5,238
Balance sheet and other
- Total assets, start of year
- $2,766,604
- Total assets, end of year
- $2,672,734
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,672,734
- Fair market value of assets
- $8,072,804
- Qualifying distributions
- $378,055
- Net investment income
- $455,317
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 |
|---|---|---|---|
| Diane C Deakin 21 Indian Trail, Brookfield, CT 06804 | President | 10 | $92,400 |
| John A Clerico 3132 S Columbia Circle, Tulsa, OK 74105 | Director | 4 | $0 |
| Mark S Smith 2618 E 18th St, Tulsa, OK 74104 | Director | 4 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Diane C Deakin 21 Indian Trail, Brookfield, CT 06804 | President | 10 | $66,770 |
| John A Clerico 3132 S Columbia Circle, Tulsa, OK 74105 | Director | 4 | $0 |
| Mark S Smith 2618 E 18th St, Tulsa, OK 74104 | Director | 4 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Diane C Deakin 31 Currituck Road, Newtown, CT 06470 | President | 10 | $43,800 |
| John A Clerico 3132 S Columbia Circle, Tulsa, OK 74105 | Director | 4 | $0 |
| Mark S Smith 2618 E 18th St, Tulsa, OK 74104 | Director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 2200 S UTICA PL STE 525, TULSA, OK 74114-7052
- In care of
- % MARK SMITH
- Signed the 990-PF
- Diane C Deakin, President
- Phone
- (918) 477-7685
- Return prepared by
- Jenkins Rouse & Associates
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
- 27-5301989
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,672,734
- Income (IRS master file)
- $665,843
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $455,317 | $550,425 | $2,672,734 | IRS |
| 990-PF | December 2024 | $617,032 | $404,155 | $2,766,604 | XML |
| 990-PF | December 2023 | $3,604,985 | $1,749,809 | $2,551,582 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 27-5301989).
Questions about CLERICO FAMILY EDUCATION FOUNDATION
- What is the EIN of CLERICO FAMILY EDUCATION FOUNDATION?
- The employer identification number (EIN) of CLERICO FAMILY EDUCATION FOUNDATION is 27-5301989.
- Is CLERICO FAMILY EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to CLERICO FAMILY EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLERICO FAMILY EDUCATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLERICO FAMILY EDUCATION FOUNDATION 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 CLERICO FAMILY EDUCATION FOUNDATION 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 CLERICO FAMILY EDUCATION FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $92,400 (Diane C Deakin, President).
- How much revenue does CLERICO FAMILY EDUCATION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $455,317, expenses of $550,425 and total assets of $2,672,734 at year end.
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- J A & LETA M CHAPMAN CHARITABLE TR EIN 73-6112228 · last filed 990 for 2024
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All nonprofits in TULSA · Oklahoma · Philanthropy, voluntarism and grantmaking foundations