Nonprofit · EIN 73-1236059
AMERICAN FIDELITY FOUNDATION
Tax-exempt · OKLAHOMA CITY, OK 73125
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,964,682 | $2,638,445 | $2,326,237 | $48,097,093 | $1,000 | $48,096,093 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,702,751
- Dividends
- $2,097,605
- Net gain from sales of assets
- $164,326
Expenses
- Grants and similar amounts paid
- $2,380,544
- Disbursements for charitable purposes
- $2,383,922
- Excise tax on investment income
- $29,006
Balance sheet and other
- Total assets, start of year
- $44,467,300
- Total assets, end of year
- $48,097,093
- Total liabilities, end of year
- $1,000
- Net assets, end of year
- $48,096,093
- Fair market value of assets
- $48,097,093
- Qualifying distributions
- $2,383,922
- Net investment income
- $2,291,260
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 |
|---|---|---|---|
| CAROLINE L IKARD 9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114 | PRESIDENT, DIRECTOR | 1 | $0 |
| DAVID R CARPENTER 9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114 | DIRECTOR | 1 | $0 |
| GARY E TREDWAY 9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114 | DIRECTOR | 1 | $0 |
| JOHN K CASSIL 9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114 | DIRECTOR & TREASURER | 1 | $0 |
| TOM J MCDANIEL 9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114 | DIRECTOR & CHAIR | 1 | $0 |
| WILLIAM E DURRETT 9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114 | DIRECTOR | 1 | $0 |
| Courtney Keeling 9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114 | DIRECTOR & ASSISTANT SECRETARY | 1 | $0 |
| Brandy Yelton 9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114 | DIRECTOR & ASSISTANT SECRETARY | 1 | $0 |
| ROBIN L VOREL 9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114 | DIRECTOR & ASSISTANT SECRETARY | 1 | $0 |
| CHRISTOPHER T KENNEY 9000 CAMERON PARKWAY, OKLAHOMA CITY, OK 73114 | DIRECTOR & SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 25523, OKLAHOMA CITY, OK 73125-0523
- In care of
- % CAROLYN IKARD
- Signed the 990-PF
- John K Cassil, Treasurer
- Phone
- (405) 523-5008
- 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
- 73-1236059
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $48,097,093
- Income (IRS master file)
- $50,432,178
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $7,376,739 | $2,401,031 | $44,467,300 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about AMERICAN FIDELITY FOUNDATION
- What is the EIN of AMERICAN FIDELITY FOUNDATION?
- The employer identification number (EIN) of AMERICAN FIDELITY FOUNDATION is 73-1236059.
- Is AMERICAN FIDELITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to AMERICAN FIDELITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AMERICAN FIDELITY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AMERICAN FIDELITY 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 AMERICAN FIDELITY 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 AMERICAN FIDELITY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does AMERICAN FIDELITY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,964,682, expenses of $2,638,445 and total assets of $48,097,093 at year end.
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