Nonprofit · EIN 73-6210018
BAILEY FAMILY MEMORIAL TRUST 10964
Tax-exempt · TULSA, OK 74101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $90,582 | $103,703 | -$13,121 | $1,746,671 | $0 | $1,746,671 |
| August 31, 2024 | 990-PF | $27,869 | $77,128 | -$49,259 | $1,752,741 | $0 | $1,752,741 |
| August 31, 2023 | 990-PF | $5,940 | $125,042 | -$119,102 | $1,798,425 | $0 | $1,798,425 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $57,562
- Net gain from sales of assets
- $33,020
Expenses
- Grants and similar amounts paid
- $76,741
- Compensation of officers, directors and key employees
- $22,872
- Disbursements for charitable purposes
- $91,964
- Excise tax on investment income
- $1,132
Balance sheet and other
- Total assets, start of year
- $1,752,741
- Total assets, end of year
- $1,746,671
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,746,671
- Fair market value of assets
- $2,094,716
- Qualifying distributions
- $91,964
- Net investment income
- $90,582
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF OKLAHOMA N A PO BOX 1620, TULSA, OK 74101 | TRUSTEE | 40 | $22,872 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF OKLAHOMA N A PO BOX 1620, TULSA, OK 74101 | TRUSTEE | 40 | $21,636 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF OKLAHOMA N A PO BOX 1620, TULSA, OK 74101 | TRUSTEE | 40 | $21,081 |
Address and contacts
- Address (IRS master file)
- PO BOX 1620, TULSA, OK 74101-1620
- In care of
- % BANK OF OKLAHOMA NA TTEE
- Signed the 990-PF
- BOKF NA TRUSTEE, VICE PRESIDENT
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 73-6210018
- 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
- 1984
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,746,671
- Income (IRS master file)
- $1,134,604
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $90,582 | $103,703 | $1,746,671 | XML |
| 990-PF | August 2024 | $27,869 | $77,128 | $1,752,741 | XML |
| 990-PF | August 2023 | $5,940 | $125,042 | $1,798,425 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 73-6210018).
Questions about BAILEY FAMILY MEMORIAL TRUST 10964
- What is the EIN of BAILEY FAMILY MEMORIAL TRUST 10964?
- The employer identification number (EIN) of BAILEY FAMILY MEMORIAL TRUST 10964 is 73-6210018.
- Is BAILEY FAMILY MEMORIAL TRUST 10964 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to BAILEY FAMILY MEMORIAL TRUST 10964 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BAILEY FAMILY MEMORIAL TRUST 10964 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BAILEY FAMILY MEMORIAL TRUST 10964 due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BAILEY FAMILY MEMORIAL TRUST 10964 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of BAILEY FAMILY MEMORIAL TRUST 10964?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $22,872 (BANK OF OKLAHOMA N A, TRUSTEE).
- How much revenue does BAILEY FAMILY MEMORIAL TRUST 10964 have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $90,582, expenses of $103,703 and total assets of $1,746,671 at year end.
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