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Nonprofit · EIN 27-7046619

JOSEPHINE H HAMLETT AND DR ALAN H HAMLETT TR 0140361015

Tax-exempt · TULSA, OK 74101

Financials

$26K$112K2023$45K$58K2024$52K$85K2025
Revenue Expenses · by fiscal year end
Financials of JOSEPHINE H HAMLETT AND DR ALAN H HAMLETT TR 0140361015 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$51,627$84,709-$33,082$393,161$0$393,161
December 31, 2024990-PF$44,952$58,040-$13,088$427,036$0$427,036
December 31, 2023990-PF$25,681$112,177-$86,496$439,926$0$439,926
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,887
Net gain from sales of assets
$38,740

Expenses

Grants and similar amounts paid
$74,000
Compensation of officers, directors and key employees
$8,811
Disbursements for charitable purposes
$77,203
Excise tax on investment income
$624

Balance sheet and other

Total assets, start of year
$427,036
Total assets, end of year
$393,161
Total liabilities, end of year
$0
Net assets, end of year
$393,161
Fair market value of assets
$517,415
Qualifying distributions
$77,203
Net investment income
$51,627

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
BOKF NA
PO BOX 1620, TULSA, OK 74101
CORPORATE TRUSTEE2$8,811
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BOKF NA
PO BOX 1620, TULSA, OK 74101
CORPORATE TRUSTEE2$8,572
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BOKF NA
PO BOX 1620, TULSA, OK 74101
CORPORATE TRUSTEE2$7,452

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
Return prepared by
ERNST & YOUNG 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 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
27-7046619
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$393,161
Income (IRS master file)
$185,761

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$51,627$84,709$393,161IRS
990-PFDecember 2024$44,952$58,040$427,036IRS
990-PFDecember 2023$25,681$112,177$439,926XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 27-7046619).

Questions about JOSEPHINE H HAMLETT AND DR ALAN H HAMLETT TR 0140361015

What is the EIN of JOSEPHINE H HAMLETT AND DR ALAN H HAMLETT TR 0140361015?
The employer identification number (EIN) of JOSEPHINE H HAMLETT AND DR ALAN H HAMLETT TR 0140361015 is 27-7046619.
Is JOSEPHINE H HAMLETT AND DR ALAN H HAMLETT TR 0140361015 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to JOSEPHINE H HAMLETT AND DR ALAN H HAMLETT TR 0140361015 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPHINE H HAMLETT AND DR ALAN H HAMLETT TR 0140361015 file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPHINE H HAMLETT AND DR ALAN H HAMLETT TR 0140361015 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 JOSEPHINE H HAMLETT AND DR ALAN H HAMLETT TR 0140361015 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 JOSEPHINE H HAMLETT AND DR ALAN H HAMLETT TR 0140361015?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,811 (BOKF NA, CORPORATE TRUSTEE).
How much revenue does JOSEPHINE H HAMLETT AND DR ALAN H HAMLETT TR 0140361015 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $51,627, expenses of $84,709 and total assets of $393,161 at year end.

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