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Nonprofit · EIN 73-1440348

ALPHA PHI LUCY FINNERTY EDUCATIONAL FUND

Tax-exempt · NORMAN, OK 73070

Financials

$26K$52K2023$30K$54K2024
Revenue Expenses · by fiscal year end
Financials of ALPHA PHI LUCY FINNERTY EDUCATIONAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$29,879$54,403-$24,524$426,088$0$426,088
December 31, 2023990-PF$25,845$52,235-$26,390$450,915$0$450,915
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$24,779
Interest
$4,905
Net gain from sales of assets
-$65
Other income
$260

Expenses

Grants and similar amounts paid
$48,000
Disbursements for charitable purposes
$48,000
Excise tax on investment income
$318

Balance sheet and other

Total assets, start of year
$450,915
Total assets, end of year
$426,088
Total liabilities, end of year
$0
Net assets, end of year
$426,088
Fair market value of assets
$814,142
Qualifying distributions
$48,000
Net investment income
$29,272

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.

NameTitleHours / weekCompensation
JOHNNIE MARGARET MCCONNELL
2075 FAIRFIELD DRIVE, NORMAN, OK 73072
PRESIDENT0$0
DIANA HARTLEY
18 EMPORY PASS, SANTA FE, NM 87508
SECRETARY0$0
MICHELE TABOR
3604 BOB WHITE AVE, NORMAN, OK 73072
TRUSTEE0$0
RUTH HENSON
6519 MISSY DRIVE, DALLAS, TX 75252
TRUSTEE0$0
JANA SHOOK
2450 BELME, FLOWER MOUND, TX 75077
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JOHNNIE MARGARET MCCONNELL
2075 FAIRFIELD DRIVE, NORMAN, OK 73072
PRESIDENT0$0
DIANA HARTLEY
18 EMPORY PASS, SANTA FE, NM 87508
SECRETARY0$0
MICHELE TABOR
3604 BOB WHITE AVE, NORMAN, OK 73072
TRUSTEE0$0
RUTH HENSON
6519 MISSY DRIVE, DALLAS, TX 75252
TRUSTEE0$0
JANA SHOOK
2450 BELME, FLOWER MOUND, TX 75077
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 720985, NORMAN, OK 73070-4763
In care of
% ANNE PFENNING
Signed the 990-PF
DIANA HARTLEY, SECRETARY
Phone
(405) 360-2485
Return prepared by
CASTLEBERRY & ASSOCIATES PC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
73-1440348
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
1998
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$426,088
Income (IRS master file)
$30,098

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$29,879$54,403$426,088XML
990-PFDecember 2023$25,845$52,235$450,915XML
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 73-1440348).

Questions about ALPHA PHI LUCY FINNERTY EDUCATIONAL FUND

What is the EIN of ALPHA PHI LUCY FINNERTY EDUCATIONAL FUND?
The employer identification number (EIN) of ALPHA PHI LUCY FINNERTY EDUCATIONAL FUND is 73-1440348.
Is ALPHA PHI LUCY FINNERTY EDUCATIONAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to ALPHA PHI LUCY FINNERTY EDUCATIONAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALPHA PHI LUCY FINNERTY EDUCATIONAL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of ALPHA PHI LUCY FINNERTY EDUCATIONAL FUND 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 ALPHA PHI LUCY FINNERTY EDUCATIONAL FUND 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 ALPHA PHI LUCY FINNERTY EDUCATIONAL FUND?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does ALPHA PHI LUCY FINNERTY EDUCATIONAL FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $29,879, expenses of $54,403 and total assets of $426,088 at year end.

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