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Nonprofit · EIN 48-6336357

RUSS AND HELEN MEYER CHARITABLE TRUST

Also known as MEYER RUSSELL W JR TTEE

Tax-exempt · TULSA, OK 74137

Financials

$732K$351K2023$2.2M$669K2024$1.2M$597K2025
Revenue Expenses · by fiscal year end
Financials of RUSS AND HELEN MEYER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,201,902$597,313$604,589$812,055$0$812,055
December 31, 2024990-PF$2,214,342$669,274$1,545,068$527,758$0$527,758
December 31, 2023990-PF$731,845$350,823$381,022$410,778$0$410,778
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$330,340
Dividends
$67,346
Interest
$4
Net gain from sales of assets
$804,212

Expenses

Grants and similar amounts paid
$580,000
Disbursements for charitable purposes
$580,000
Excise tax on investment income
$12,083

Balance sheet and other

Total assets, start of year
$527,758
Total assets, end of year
$812,055
Total liabilities, end of year
$0
Net assets, end of year
$812,055
Fair market value of assets
$2,993,632
Qualifying distributions
$580,000
Net investment income
$871,562

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
RUSS MEYER
600 TARA COURT, WICHITA, KS 67206
TRUSTEE1$0
HELEN MEYER
600 TARA COURT, WICHITA, KS 67206
TRUSTEE1$0
ELIZABETH M FERRARI
3113 E 87TH PLACE, TULSA, OK 74137
TRUSTEE0$0
RUSSELL W MEYER III
1635 N RED OAKS CT, WICHITA, KS 67206
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
RUSS MEYER
600 TARA COURT, WICHITA, KS 67206
TRUSTEE1$0
HELEN MEYER
600 TARA COURT, WICHITA, KS 67206
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
RUSS MEYER
600 TARA COURT, WICHITA, KS 67206
TRUSTEE1$0
HELEN MEYER
600 TARA COURT, WICHITA, KS 67206
TRUSTEE1$0

Address and contacts

Address (IRS master file)
3113 E 87TH PL, TULSA, OK 74137-2540
In care of
% RUSSELL W MEYER JR
Signed the 990-PF
ELIZABETH M FERRARI, TRUSTEE
Phone
(918) 407-2599
Return prepared by
REGIER & JURESIC LLC

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
48-6336357
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
1995
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$812,055
Income (IRS master file)
$1,297,522

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,201,902$597,313$812,055IRS
990-PFDecember 2024$2,214,342$669,274$527,758IRS
990-PFDecember 2023$731,845$350,823$410,778XML
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 48-6336357).

Questions about RUSS AND HELEN MEYER CHARITABLE TRUST

What is the EIN of RUSS AND HELEN MEYER CHARITABLE TRUST?
The employer identification number (EIN) of RUSS AND HELEN MEYER CHARITABLE TRUST is 48-6336357.
Is RUSS AND HELEN MEYER CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to RUSS AND HELEN MEYER CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RUSS AND HELEN MEYER CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of RUSS AND HELEN MEYER CHARITABLE TRUST 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 RUSS AND HELEN MEYER CHARITABLE TRUST 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 RUSS AND HELEN MEYER CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does RUSS AND HELEN MEYER CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,201,902, expenses of $597,313 and total assets of $812,055 at year end.

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