Nonprofit · EIN 73-1463646
JOULLIAN FOUNDATION INC
Tax-exempt · OKLAHOMA CITY, OK 73114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $418,998 | $533,902 | -$114,904 | $5,048,940 | $31,973 | $5,016,967 |
| December 31, 2023 | 990-PF | $620,196 | $511,958 | $108,238 | $5,147,505 | $15,634 | $5,131,871 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $331,609
- Interest
- $4,450
- Net gain from sales of assets
- $69,761
- Other income
- $13,178
Expenses
- Grants and similar amounts paid
- $369,000
- Compensation of officers, directors and key employees
- $97,083
- Disbursements for charitable purposes
- $461,229
- Excise tax on investment income
- $4,912
Balance sheet and other
- Total assets, start of year
- $5,147,505
- Total assets, end of year
- $5,048,940
- Total liabilities, end of year
- $31,973
- Net assets, end of year
- $5,016,967
- Fair market value of assets
- $7,475,454
- Qualifying distributions
- $461,229
- Net investment income
- $418,998
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 |
|---|---|---|---|
| MARION J STORY 9800 NORTH OKLAHOMA AVENUE, OKLAHOMA CITY, OK 731147406 | PRESIDENT | 10 | $95,833 |
| ALICE B MEARES 9800 NORTH OKLAHOMA AVENUE, OKLAHOMA CITY, OK 731147406 | ASSISTANT SEC/TREAS. | 10 | $1,250 |
| E CAREY JOULLIAN IV 9800 NORTH OKLAHOMA AVENUE, OKLAHOMA CITY, OK 731147406 | VICE PRESIDENT | 5 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARION J STORY 9800 NORTH OKLAHOMA AVENUE, OKLAHOMA CITY, OK 731147406 | PRESIDENT | 10 | $92,000 |
| ALICE B MEARES 9800 NORTH OKLAHOMA AVENUE, OKLAHOMA CITY, OK 731147406 | ASSISTANT SEC/TREAS. | 10 | $1,200 |
| E CAREY JOULLIAN IV 9800 NORTH OKLAHOMA AVENUE, OKLAHOMA CITY, OK 731147406 | VICE PRESIDENT | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 9800 N OKLAHOMA AVE, OKLAHOMA CITY, OK 73114-7406
- In care of
- % EDWARD C JOULLIAN III
- Signed the 990-PF
- MARION STORY, PRESIDENT
- Phone
- (405) 748-9400
- Return prepared by
- HSPG & 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 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
- 73-1463646
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $5,048,940
- Income (IRS master file)
- $1,994,837
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $418,998 | $533,902 | $5,048,940 | XML |
| 990-PF | December 2023 | $620,196 | $511,958 | $5,147,505 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 73-1463646).
Questions about JOULLIAN FOUNDATION INC
- What is the EIN of JOULLIAN FOUNDATION INC?
- The employer identification number (EIN) of JOULLIAN FOUNDATION INC is 73-1463646.
- Is JOULLIAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to JOULLIAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOULLIAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOULLIAN FOUNDATION INC 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 JOULLIAN FOUNDATION INC 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 JOULLIAN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 2 received compensation from the organization, the highest $95,833 (MARION J STORY, PRESIDENT).
- How much revenue does JOULLIAN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $418,998, expenses of $533,902 and total assets of $5,048,940 at year end.
Other nonprofits in OKLAHOMA CITY
- OKLAHOMA CITY COMMUNITY FOUNDATION INC EIN 23-7024262 · last filed 990 for 2025
- KIRKPATRICK FAMILY AFFILIATED FUND OK CITY COMMUNITY FOUNDATION INC EIN 73-1355924 · last filed 990 for 2025
- COMMUNITIES FOUNDATION OF OKLAHOMA INC EIN 73-1396320 · last filed 990 for 2025
- UNITED WAY OF CENTRAL OKLAHOMA EIN 73-0589829 · last filed 990 for 2024
- ARNALL FAMILY FOUNDATION INC EIN 47-3945413 · last filed 990-PF for 2024
- E L AND THELMA GAYLORD FOUNDATION EIN 73-1463569 · last filed 990-PF for 2024
- CAMERON FAMILY FOUNDATION EIN 32-0286882 · last filed 990-PF for 2024
- INASMUCH FOUNDATION EIN 73-1167188 · last filed 990-PF for 2024
All nonprofits in OKLAHOMA CITY · Oklahoma · Philanthropy, voluntarism and grantmaking foundations