Skip to main content

Nonprofit · EIN 73-1593688

JOE & JEAN PALMER ENDOWMENT FUND

Tax-exempt · DUNCAN, OK 73533

Financials

$39K$20K2023$39K$24K2024$47K$28K2025
Revenue Expenses · by fiscal year end
Financials of JOE & JEAN PALMER ENDOWMENT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$47,329$27,879$19,450$345,848$0$345,848
February 28, 2025990-PF$38,796$24,453$14,343$308,482$0$308,482
February 29, 2024990-PF$38,602$20,228$18,374$288,187$0$288,187
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Contributions, gifts and grants
$28,500
Dividends
$10,113
Net gain from sales of assets
$8,716

Expenses

Grants and similar amounts paid
$24,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$26,475
Excise tax on investment income
$243

Balance sheet and other

Total assets, start of year
$308,482
Total assets, end of year
$345,848
Total liabilities, end of year
$0
Net assets, end of year
$345,848
Fair market value of assets
$345,848
Qualifying distributions
$26,475
Net investment income
$18,829

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
MATTHEW HOLMES
2915 S 13TH ST, DUNCAN, OK 73533
PRESIDENT0.1$0
BRIAN CHURCHMAN
2915 S 13TH ST, DUNCAN, OK 73533
SECRETARY/TREASURER0.1$0
990-PF for the year ended February 28, 2025: 2 people
NameTitleHours / weekCompensation
MATTHEW HOLMES
2915 S 13TH ST, DUNCAN, OK 73533
PRESIDENT0.1$0
BRIAN CHURCHMAN
2915 S 13TH ST, DUNCAN, OK 73533
SECRETARY/TREASURER0.1$0
990-PF for the year ended February 29, 2024: 2 people
NameTitleHours / weekCompensation
MATTHEW HOLMES
2915 S 13TH ST, DUNCAN, OK 73533
PRESIDENT0.1$0
BRIAN CHURCHMAN
2915 S 13TH ST, DUNCAN, OK 73533
SECRETARY/TREASURER0.1$0

Address and contacts

Address (IRS master file)
2915 S 13TH ST, DUNCAN, OK 73533-9086
In care of
% CLAUDETTE ATWOOD
Signed the 990-PF
BRIAN CHURCHMAN, SECRETARY/TREASURER
Phone
(580) 252-0629
Return prepared by
ARLEDGE & 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 February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
73-1593688
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
2001
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$345,848
Income (IRS master file)
$52,641

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$47,329$27,879$345,848XML
990-PFFebruary 2025$38,796$24,453$308,482XML
990-PFFebruary 2024$38,602$20,228$288,187XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––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 73-1593688).

Questions about JOE & JEAN PALMER ENDOWMENT FUND

What is the EIN of JOE & JEAN PALMER ENDOWMENT FUND?
The employer identification number (EIN) of JOE & JEAN PALMER ENDOWMENT FUND is 73-1593688.
Is JOE & JEAN PALMER ENDOWMENT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to JOE & JEAN PALMER ENDOWMENT FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOE & JEAN PALMER ENDOWMENT FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of JOE & JEAN PALMER ENDOWMENT FUND due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOE & JEAN PALMER ENDOWMENT FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of JOE & JEAN PALMER ENDOWMENT FUND?
The 990-PF for the year ended February 28, 2026 lists 2 people; 0 received compensation from the organization.
How much revenue does JOE & JEAN PALMER ENDOWMENT FUND have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $47,329, expenses of $27,879 and total assets of $345,848 at year end.

Other nonprofits in DUNCAN

All nonprofits in DUNCAN · Oklahoma · Philanthropy, voluntarism and grantmaking foundations