Nonprofit · EIN 73-0609599
WILLIAM K WARREN FOUNDATION
Tax-exempt · TULSA, OK 74147
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $28,720,838 | $28,385,574 | $335,264 | $331,363,796 | $3,434,901 | $327,928,895 |
| December 31, 2023 | 990-PF | $26,542,294 | $27,729,284 | -$1,186,990 | $324,945,641 | $4,639,951 | $320,305,690 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $273,810
- Dividends
- $6,804,072
- Net gain from sales of assets
- $10,398,290
- Other income
- $11,244,666
Expenses
- Grants and similar amounts paid
- $22,185,143
- Compensation of officers, directors and key employees
- $2,341,466
- Salaries, compensation and benefits (total)
- $551,993
- Disbursements for charitable purposes
- $23,002,482
- Excise tax on investment income
- $307,754
Balance sheet and other
- Total assets, start of year
- $324,945,641
- Total assets, end of year
- $331,363,796
- Total liabilities, end of year
- $3,434,901
- Net assets, end of year
- $327,928,895
- Fair market value of assets
- $515,250,513
- Qualifying distributions
- $23,002,482
- Net investment income
- $28,064,300
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| J-K C Warren PO BOX 470732, Tulsa, OK 741470372 | CEO & CHAIRMAN (BEG 5/24) | 40 | $761,000 | $167,364 |
| T COOPER PO BOX 470732, Tulsa, OK 741470372 | PRESIDENT & DIRECTOR(BEG 5/24) | 40 | $758,886 | $155,335 |
| B GEUBELLE PO BOX 470372, TULSA, OK 741470372 | ANALYST Highest-paid employee | 40 | $476,400 | $44,240 |
| J PIERCE PO BOX 470732, Tulsa, OK 741470372 | TREASURER | 40 | $215,850 | $22,206 |
| S K Warren PO BOX 470732, Tulsa, OK 741470372 | DIRECTOR & SR VICE PRESIDENT | 40 | $214,130 | $59,036 |
| D AFFELDT PO BOX 470732, Tulsa, OK 741470372 | ASSISTANT TREASURER | 40 | $191,240 | $34,051 |
| J ADAMS PO BOX 470732, Tulsa, OK 741470372 | SECRETARY | 40 | $110,700 | $13,939 |
| D MCMANUS PO BOX 470732, Tulsa, OK 741470372 | ASSISTANT SECRETARY | 40 | $88,660 | $9,181 |
| K CLARK PO BOX 470372, TULSA, OK 741470372 | RECEPTIONIST Highest-paid employee | 40 | $75,593 | $26,830 |
| F W Murphy III PO BOX 470732, Tulsa, OK 741470372 | DIRECTOR | 0.5 | $500 | $0 |
| W W O'CONNOR PO BOX 470732, Tulsa, OK 741470372 | DIRECTOR | 0.5 | $500 | $0 |
| W K WARREN jr PO BOX 470732, Tulsa, OK 741470372 | DIRECTOR & CHAIRMAN EMERITUS | 5 | $0 | $0 |
| W R LISSAU PO BOX 470732, Tulsa, OK 741470372 | DIR & CHAIRMAN OF BD(END 5/24) | 10 | $0 | $0 |
| M E YOUNG PO BOX 470732, Tulsa, OK 741470372 | DIRECTOR | 0.5 | $0 | $0 |
| A N WARREN PO BOX 470732, Tulsa, OK 741470372 | DIRECTOR | 0.5 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| M S BLANKENSHIP PO BOX 470732, Tulsa, OK 741470372 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| T COOPER PO Box 470372, Tulsa, OK 741470372 | PRESIDENT | 40 | $735,000 | $95,946 |
| J-K C Warren PO Box 470372, Tulsa, OK 741470372 | CEO & VICE CHAIRMAN | 40 | $688,757 | $95,412 |
| B GEUBELLE PO BOX 470372, TULSA, OK 741470372 | ANALYST Highest-paid employee | 40 | $421,000 | $41,476 |
| S K Warren PO Box 470372, Tulsa, OK 741470372 | DIRECTOR & SR VICE PRESIDENT | 40 | $207,271 | $60,097 |
| D AFFELDT PO Box 470372, Tulsa, OK 741470372 | ASSISTANT TREASURER | 40 | $184,016 | $36,093 |
| J PIERCE PO Box 470372, Tulsa, OK 741470372 | TREASURER (BEG 7/23) | 40 | $183,600 | $19,162 |
| J ADAMS PO Box 470372, Tulsa, OK 741470372 | SECRETARY | 40 | $94,260 | $12,194 |
| D MCMANUS PO Box 470372, Tulsa, OK 741470372 | ASSISTANT SECRETARY | 40 | $86,890 | $7,177 |
| K CLARK PO BOX 470372, TULSA, OK 741470372 | RECEPTIONIST Highest-paid employee | 40 | $73,605 | $23,587 |
| W R LISSAU PO Box 470372, Tulsa, OK 741470372 | DIRECTOR & CHAIRMAN OF BOARD | 10 | $500 | $0 |
| F W Murphy III PO Box 470372, Tulsa, OK 741470372 | DIRECTOR | 0.5 | $500 | $0 |
| W W O'CONNOR PO Box 470372, Tulsa, OK 741470372 | DIRECTOR | 0.5 | $500 | $0 |
| W K WARREN jr PO Box 470372, Tulsa, OK 741470372 | DIRECTOR & CHAIRMAN EMERITUS | 5 | $0 | $0 |
| P GLENN PO Box 470372, Tulsa, OK 741470372 | TREASURER (THRU 7/23) | 40 | $0 | $0 |
| M E HOWARD PO Box 470372, Tulsa, OK 741470372 | DIRECTOR | 0.5 | $0 | $0 |
| M S BLANKENSHIP PO Box 470372, Tulsa, OK 741470372 | DIRECTOR | 0.5 | $0 | $0 |
| A N WARREN PO Box 470372, Tulsa, OK 741470372 | DIRECTOR | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 470732, TULSA, OK 74147-0732
- In care of
- % JA PIERCE
- Signed the 990-PF
- TOM COOPER, PRESIDENT
- Phone
- (918) 492-8100
- Return prepared by
- ERNST & YOUNG US 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 73-0609599
- 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
- 1947
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $331,363,796
- Income (IRS master file)
- $75,886,688
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $28,720,838 | $28,385,574 | $331,363,796 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $26,542,294 | $27,729,284 | $324,945,641 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 73-0609599).
Questions about WILLIAM K WARREN FOUNDATION
- What is the EIN of WILLIAM K WARREN FOUNDATION?
- The employer identification number (EIN) of WILLIAM K WARREN FOUNDATION is 73-0609599.
- Is WILLIAM K WARREN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
- Are donations to WILLIAM K WARREN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM K WARREN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM K WARREN FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM K WARREN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WILLIAM K WARREN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 16 people; 11 received compensation from the organization, the highest $761,000 (J-K C Warren, CEO & CHAIRMAN (BEG 5/24)).
- How much revenue does WILLIAM K WARREN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $28,720,838, expenses of $28,385,574 and total assets of $331,363,796 at year end.
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All nonprofits in TULSA · Oklahoma · Philanthropy, voluntarism and grantmaking foundations