Nonprofit · EIN 32-6076319
WALTER AND HELEN WEITZ PERMANENT ENDOWMENT FUND
Tax-exempt · TULSA, OK 74101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $145,042 | $135,617 | $9,425 | $1,581,470 | $0 | $1,581,470 |
| December 31, 2024 | 990-PF | $110,071 | $97,966 | $12,105 | $1,572,516 | $0 | $1,572,516 |
| December 31, 2023 | 990-PF | $64,339 | $64,446 | -$107 | $1,561,161 | $0 | $1,561,161 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $60,492
- Net gain from sales of assets
- $86,684
- Other income
- -$2,134
Expenses
- Grants and similar amounts paid
- $109,332
- Compensation of officers, directors and key employees
- $22,136
- Disbursements for charitable purposes
- $116,666
- Excise tax on investment income
- $1,779
Balance sheet and other
- Total assets, start of year
- $1,572,516
- Total assets, end of year
- $1,581,470
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,581,470
- Fair market value of assets
- $2,034,439
- Qualifying distributions
- $116,666
- Net investment income
- $145,042
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 6242 EAST 41ST STREET SOUTH, TULSA, OK 74135 | TRUSTEE | 10 | $22,136 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOKF NA 6242 EAST 41ST STREET SOUTH, TULSA, OK 74135 | TRUSTEE | 10 | $21,545 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOKF NA 6242 EAST 41ST STREET SOUTH, TULSA, OK 74135 | TRUSTEE | 10 | $20,292 |
Address and contacts
- Address (IRS master file)
- PO BOX 1620, TULSA, OK 74101-1620
- In care of
- % BANK OF OKLAHOMA NA
- 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
- 32-6076319
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,581,470
- Income (IRS master file)
- $489,537
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $145,042 | $135,617 | $1,581,470 | IRS |
| 990-PF | December 2024 | $110,071 | $97,966 | $1,572,516 | IRS |
| 990-PF | December 2023 | $64,339 | $64,446 | $1,561,161 | 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 32-6076319).
Questions about WALTER AND HELEN WEITZ PERMANENT ENDOWMENT FUND
- What is the EIN of WALTER AND HELEN WEITZ PERMANENT ENDOWMENT FUND?
- The employer identification number (EIN) of WALTER AND HELEN WEITZ PERMANENT ENDOWMENT FUND is 32-6076319.
- Is WALTER AND HELEN WEITZ PERMANENT ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to WALTER AND HELEN WEITZ PERMANENT ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTER AND HELEN WEITZ PERMANENT ENDOWMENT FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTER AND HELEN WEITZ PERMANENT ENDOWMENT FUND 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 WALTER AND HELEN WEITZ PERMANENT ENDOWMENT FUND 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 WALTER AND HELEN WEITZ PERMANENT ENDOWMENT FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $22,136 (BOKF NA, TRUSTEE).
- How much revenue does WALTER AND HELEN WEITZ PERMANENT ENDOWMENT FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $145,042, expenses of $135,617 and total assets of $1,581,470 at year end.
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All nonprofits in TULSA · Oklahoma · Philanthropy, voluntarism and grantmaking foundations