Skip to main content

Nonprofit · EIN 73-6094991

SAMUEL E FRIERSON TRUST 31-4020-01-7

Tax-exempt · TULSA, OK 74101

Financials

$669K$282K2021$418K$227K2023$383K$322K2024$456K$331K2025
Revenue Expenses · by fiscal year end
Financials of SAMUEL E FRIERSON TRUST 31-4020-01-7 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$455,531$331,129$124,402$4,007,952$0$4,007,952
December 31, 2024990-PF$382,727$321,991$60,736$3,857,423$0$3,857,423
December 31, 2023990-PF$418,256$226,694$191,562$3,788,446$0$3,788,446
December 31, 2021990-PF$668,914$282,030$386,884$3,565,653$0$3,565,653
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$138,183
Net gain from sales of assets
$121,737
Other income
$195,611

Expenses

Grants and similar amounts paid
$276,972
Compensation of officers, directors and key employees
$47,216
Disbursements for charitable purposes
$290,526
Excise tax on investment income
$5,826

Balance sheet and other

Total assets, start of year
$3,857,423
Total assets, end of year
$4,007,952
Total liabilities, end of year
$0
Net assets, end of year
$4,007,952
Fair market value of assets
$5,614,041
Qualifying distributions
$290,526
Net investment income
$455,531

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF OKLAHOMA NA
P O BOX 1620, TULSA, OK 741011620
CORPORATE TRUSTEE8$47,216
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF OKLAHOMA NA
P O BOX 1620, TULSA, OK 741011620
CORPORATE TRUSTEE8$45,432
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF OKLAHOMA NA
P O BOX 1620, TULSA, OK 741011620
CORPORATE TRUSTEE8$40,676
990-PF for the year ended December 31, 2021: 1 people
NameTitleHours / weekCompensation
BANK OF OKLAHOMA N A
P O BOX 1620, TULSA, OK 741011620
TRUSTEE2$41,849

Address and contacts

Address (IRS master file)
PO BOX 1620, TULSA, OK 74101-1620
In care of
% BANK OF OKLAHOMA N A
Signed the 990-PF
BOKF NA TRUSTEE, VICE PRESIDENT
Phone
(918) 293-7565

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
73-6094991
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
2023
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,007,952
Income (IRS master file)
$1,869,349

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$455,531$331,129$4,007,952IRS
990-PFDecember 2024$382,727$321,991$3,857,423IRS
990-PFDecember 2023$418,256$226,694$3,788,446XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$668,914$282,030$3,565,653XML
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 73-6094991).

Questions about SAMUEL E FRIERSON TRUST 31-4020-01-7

What is the EIN of SAMUEL E FRIERSON TRUST 31-4020-01-7?
The employer identification number (EIN) of SAMUEL E FRIERSON TRUST 31-4020-01-7 is 73-6094991.
Is SAMUEL E FRIERSON TRUST 31-4020-01-7 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Are donations to SAMUEL E FRIERSON TRUST 31-4020-01-7 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SAMUEL E FRIERSON TRUST 31-4020-01-7 file?
Form 990-PF. Private foundations file every year.
When is the next return of SAMUEL E FRIERSON TRUST 31-4020-01-7 due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAMUEL E FRIERSON TRUST 31-4020-01-7 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SAMUEL E FRIERSON TRUST 31-4020-01-7?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $47,216 (BANK OF OKLAHOMA NA, CORPORATE TRUSTEE).
How much revenue does SAMUEL E FRIERSON TRUST 31-4020-01-7 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $455,531, expenses of $331,129 and total assets of $4,007,952 at year end.

Other nonprofits in TULSA

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