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Nonprofit · EIN 38-7204563

RITA L WILLIS FOUNDATION

Tax-exempt · TULSA, OK 74101

Financials

$734K$554K2023$3M$7.9M2024$17K$9K2025
Revenue Expenses · by fiscal year end
Financials of RITA L WILLIS FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$17,167$8,563$8,604$165,793$0$165,793
December 31, 2024990-PF$2,966,268$7,895,461-$4,929,193$157,095$0$157,095
December 31, 2023990-PF$733,994$554,123$179,871$4,945,750$0$4,945,750
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$6,720
Net gain from sales of assets
$10,415
Other income
$32

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$7,041
Disbursements for charitable purposes
$3,260
Excise tax on investment income
$165

Balance sheet and other

Total assets, start of year
$157,095
Total assets, end of year
$165,793
Total liabilities, end of year
$0
Net assets, end of year
$165,793
Fair market value of assets
$165,793
Qualifying distributions
$3,260
Net investment income
$17,167

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
6242 EAST 41ST ST, TULSA, OK 74135
TRUSTEE10$7,041
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BOKF NA
6242 EAST 41ST ST, TULSA, OK 74135
TRUSTEE10$20,170
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BOKF NA
6242 EAST 41ST ST, TULSA, OK 74135
TRUSTEE10$60,729

Address and contacts

Address (IRS master file)
PO BOX 1620, TULSA, OK 74101-1620
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
38-7204563
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
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$165,793
Income (IRS master file)
$18,127

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$17,167$8,563$165,793IRS
990-PFDecember 2024$2,966,268$7,895,461$157,095IRS
990-PFDecember 2023$733,994$554,123$4,945,750XML
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 38-7204563).

Questions about RITA L WILLIS FOUNDATION

What is the EIN of RITA L WILLIS FOUNDATION?
The employer identification number (EIN) of RITA L WILLIS FOUNDATION is 38-7204563.
Is RITA L WILLIS FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to RITA L WILLIS FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RITA L WILLIS FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of RITA L WILLIS 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 RITA L WILLIS 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 RITA L WILLIS FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,041 (BOKF NA, TRUSTEE).
How much revenue does RITA L WILLIS FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $17,167, expenses of $8,563 and total assets of $165,793 at year end.

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