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Nonprofit · EIN 73-6092820

HERMAN P & SOPHIA TAUBMAN FOUNDATION

Tax-exempt · TULSA, OK 74105

Financials

$2.4M$2.1M2023$127K$1.1M2024
Revenue Expenses · by fiscal year end
Financials of HERMAN P & SOPHIA TAUBMAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$126,947$1,123,911-$996,964$902,494$0$902,494
December 31, 2023990-PF$2,381,919$2,130,978$250,941$1,882,956$0$1,882,956
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$71,119
Net gain from sales of assets
$49,363
Other income
$6,465

Expenses

Grants and similar amounts paid
$1,096,000
Compensation of officers, directors and key employees
$5,748
Disbursements for charitable purposes
$1,096,000
Excise tax on investment income
$1,478

Balance sheet and other

Total assets, start of year
$1,882,956
Total assets, end of year
$902,494
Total liabilities, end of year
$0
Net assets, end of year
$902,494
Fair market value of assets
$916,918
Qualifying distributions
$1,096,000
Net investment income
$126,947

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
Bank of Oklahoma
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Agent10$5,748
H Perry Taubman
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Trustee0.5$0
Hillary L Taubman
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Trustee0.5$0
Anne C Taubman
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Trustee0.5$0
Lawrence Taubman
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Trustee0.5$0
Deborah Taubman
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Trustee0.5$0
Kaaren Shalom
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Trustee0.5$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
Bank of Oklahoma
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Agent10$8,739
H Perry Taubman
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Trustee0.5$0
Hillary L Taubman
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Trustee0.5$0
Anne C Taubman
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Trustee0.5$0
Lawrence Taubman
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Trustee0.5$0
Deborah Taubman
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Trustee0.5$0
Kaaren Shalom
5727 S Lewis Ave Ste 800, Tulsa, OK 741057149
Trustee0.5$0

Address and contacts

Address (IRS master file)
5727 S LEWIS AVE STE 800, TULSA, OK 74105-7149
In care of
% BANK OF OKLAHOMA
Signed the 990-PF
Deborah Taubman, Trustee
Phone
(918) 619-1520
Return prepared by
D Keith Butler CPA

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
73-6092820
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
1957
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$902,494
Income (IRS master file)
$969,766

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$126,947$1,123,911$902,494XML
990-PFDecember 2023$2,381,919$2,130,978$1,882,956XML
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 73-6092820).

Questions about HERMAN P & SOPHIA TAUBMAN FOUNDATION

What is the EIN of HERMAN P & SOPHIA TAUBMAN FOUNDATION?
The employer identification number (EIN) of HERMAN P & SOPHIA TAUBMAN FOUNDATION is 73-6092820.
Is HERMAN P & SOPHIA TAUBMAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
Are donations to HERMAN P & SOPHIA TAUBMAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HERMAN P & SOPHIA TAUBMAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HERMAN P & SOPHIA TAUBMAN 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 HERMAN P & SOPHIA TAUBMAN 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 HERMAN P & SOPHIA TAUBMAN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $5,748 (Bank of Oklahoma, Agent).
How much revenue does HERMAN P & SOPHIA TAUBMAN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $126,947, expenses of $1,123,911 and total assets of $902,494 at year end.

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