Nonprofit · EIN 27-6688776
JOE & SUE D ESCO CHARITABLE TR
Also known as STEVEN J ESCO TTEE
Tax-exempt · OKLAHOMA CITY, OK 73131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $65,074 | $44,054 | $21,020 | $797,611 | $0 | $797,611 |
| December 31, 2024 | 990-PF | $28,555 | $40,794 | -$12,239 | $717,098 | $0 | $717,098 |
| December 31, 2023 | 990-PF | $5,166 | $35,263 | -$30,097 | $666,365 | $0 | $666,365 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $17,007
- Interest
- $3,182
- Net gain from sales of assets
- $44,885
Expenses
- Grants and similar amounts paid
- $35,000
- Disbursements for charitable purposes
- $38,975
- Excise tax on investment income
- $834
Balance sheet and other
- Total assets, start of year
- $717,098
- Total assets, end of year
- $797,611
- Total liabilities, end of year
- $0
- Net assets, end of year
- $797,611
- Fair market value of assets
- $797,611
- Qualifying distributions
- $38,975
- Net investment income
- $65,074
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 |
|---|---|---|---|
| STEVEN J ESCO 1024 E BRITTON RD STE 200, OKLAHOMA CITY, OK 73131 | TRUSTEE | 0 | $0 |
| SUSAN L ESCO 1024 E BRITTON RD STE 200, OKLAHOMA CITY, OK 73131 | TRUSTEE | 0 | $0 |
| KYLIE ESCO 1024 E BRITTON RD STE 200, OKLAHOMA CITY, OK 73131 | TRUSTEE | 0 | $0 |
| BRANDON JONES 1024 E BRITTON RD STE 200, OKLAHOMA CITY, OK 73131 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN J ESCO 1024 E BRITTON RD STE 200, OKLAHOMA CITY, OK 73131 | TRUSTEE | 0 | $0 |
| SUSAN L ESCO 1024 E BRITTON RD STE 200, OKLAHOMA CITY, OK 73131 | TRUSTEE | 0 | $0 |
| KYLIE ESCO 1024 E BRITTON RD STE 200, OKLAHOMA CITY, OK 73131 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN J ESCO 1024 E BRITTON RD STE 200, OKLAHOMA CITY, OK 73131 | TRUSTEE | 0 | $0 |
| SUSAN L ESCO 1024 E BRITTON RD STE 200, OKLAHOMA CITY, OK 73131 | TRUSTEE | 0 | $0 |
| KYLIE ESCO 1024 E BRITTON RD STE 200, OKLAHOMA CITY, OK 73131 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1024 E BRITTON RD STE 200, OKLAHOMA CITY, OK 73131-2001
- In care of
- % FOUNDATIONS MANAGEMENT
- Signed the 990-PF
- STEVEN J ESCO, TRUSTEE
- Phone
- (405) 755-5571
- Return prepared by
- ROBISON GARY 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 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
- 27-6688776
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $797,611
- Income (IRS master file)
- $260,176
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $65,074 | $44,054 | $797,611 | XML |
| 990-PF | December 2024 | $28,555 | $40,794 | $717,098 | XML |
| 990-PF | December 2023 | $5,166 | $35,263 | $666,365 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 27-6688776).
Questions about JOE & SUE D ESCO CHARITABLE TR
- What is the EIN of JOE & SUE D ESCO CHARITABLE TR?
- The employer identification number (EIN) of JOE & SUE D ESCO CHARITABLE TR is 27-6688776.
- Is JOE & SUE D ESCO CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to JOE & SUE D ESCO CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOE & SUE D ESCO CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOE & SUE D ESCO CHARITABLE 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 JOE & SUE D ESCO CHARITABLE 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 JOE & SUE D ESCO CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does JOE & SUE D ESCO CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $65,074, expenses of $44,054 and total assets of $797,611 at year end.
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