Nonprofit · EIN 73-1519836
LOBECK-TAYLOR FOUNDATION
Tax-exempt · TULSA, OK 74104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,545,122 | $1,928,402 | $3,616,720 | $38,156,116 | $5,116,196 | $33,039,920 |
| December 31, 2023 | 990-PF | $1,941,354 | $2,094,369 | -$153,015 | $40,504,938 | $10,236,793 | $30,268,145 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,080,781
- Dividends
- $1,108,030
- Net rental income
- $2,247
- Net gain from sales of assets
- $2,877,570
- Other income
- $476,494
Expenses
- Grants and similar amounts paid
- $98,727
- Compensation of officers, directors and key employees
- $197,407
- Salaries, compensation and benefits (total)
- $480,586
- Disbursements for charitable purposes
- $750,022
- Excise tax on investment income
- $44,759
Balance sheet and other
- Total assets, start of year
- $40,504,938
- Total assets, end of year
- $38,156,116
- Total liabilities, end of year
- $5,116,196
- Net assets, end of year
- $33,039,920
- Fair market value of assets
- $51,699,196
- Qualifying distributions
- $750,022
- Net investment income
- $3,279,475
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 |
|---|---|---|---|
| BRIAN PASCHAL 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | EXECUTIVE DIRECTOR | 40 | $197,407 |
| CINDY ROECKER 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | EMPLOYEE Highest-paid employee | 40 | $119,987 |
| SARAH K HALL 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | EMPLOYEE Highest-paid employee | 40 | $109,724 |
| STEVEN M MCCLENDON 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | EMPLOYEE Highest-paid employee | 40 | $91,402 |
| DIANA PAUL 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | EMPLOYEE Highest-paid employee | 40 | $77,524 |
| CLAIRE C LEMASTER 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | EMPLOYEE Highest-paid employee | 40 | $76,112 |
| KATHY TAYLOR 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | DIRECTOR | 0 | $0 |
| MARGARET LOBECK PELLEGRINI 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | DIRECTOR | 0 | $0 |
| TOM KENNEDY 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | DIRECTOR | 0 | $0 |
| WILLIAM E LOBECK JR 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN PASCHAL 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | EXECUTIVE DIRECTOR | 40 | $195,300 |
| SARAH K HALL 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | EMPLOYEE Highest-paid employee | 40 | $112,814 |
| CINDY ROECKER 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | EMPLOYEE Highest-paid employee | 40 | $96,029 |
| JEFF C THOMPSON 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | DIRECTOR OF FOOD & R Highest-paid employee | 40 | $95,280 |
| ALICIA J WARNER 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | EMPLOYEE Highest-paid employee | 40 | $75,813 |
| CLAIRE C LEMASTER 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | EMPLOYEE Highest-paid employee | 40 | $72,612 |
| KATHY TAYLOR 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | DIRECTOR | 0 | $0 |
| MARGARET LOBECK PELLEGRINI 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | DIRECTOR | 0 | $0 |
| TOM KENNEDY 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | DIRECTOR | 0 | $0 |
| WILLIAM E LOBECK JR 1124 SOUTH LEWIS AVENUE, TULSA, OK 74104 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1124 S LEWIS AVE, TULSA, OK 74104-3906
- In care of
- % ELIZABETH FRAME ELLISON
- Signed the 990-PF
- CINDY ROECKER, CFO
- Phone
- (918) 583-2955
- Website
- WWW.LOBECKTAYLOR.COM
- Return prepared by
- MARINER WEALTH ADVISORS
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
- 73-1519836
- 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)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $38,156,116
- Income (IRS master file)
- $10,596,083
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,545,122 | $1,928,402 | $38,156,116 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $1,941,354 | $2,094,369 | $40,504,938 | 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-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 73-1519836).
Questions about LOBECK-TAYLOR FOUNDATION
- What is the EIN of LOBECK-TAYLOR FOUNDATION?
- The employer identification number (EIN) of LOBECK-TAYLOR FOUNDATION is 73-1519836.
- Is LOBECK-TAYLOR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to LOBECK-TAYLOR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOBECK-TAYLOR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOBECK-TAYLOR 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 LOBECK-TAYLOR 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 LOBECK-TAYLOR FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 6 received compensation from the organization, the highest $197,407 (BRIAN PASCHAL, EXECUTIVE DIRECTOR).
- How much revenue does LOBECK-TAYLOR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,545,122, expenses of $1,928,402 and total assets of $38,156,116 at year end.
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- J A & LETA M CHAPMAN CHARITABLE TR EIN 73-6112228 · last filed 990 for 2024
- JOSEPH W CRAFT III FOUNDATION EIN 73-1514539 · last filed 990-PF for 2024
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All nonprofits in TULSA · Oklahoma · Philanthropy, voluntarism and grantmaking foundations