Nonprofit · EIN 73-6243607
PAUL & HELEN SISK CHARITABLE TRUST
Tax-exempt · TULSA, OK 74105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $518,804 | $298,961 | $219,843 | $2,929,843 | $0 | $2,929,843 |
| December 31, 2023 | 990-PF | $301,566 | $395,475 | -$93,909 | $2,713,328 | $0 | $2,713,328 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $87,653
- Net gain from sales of assets
- $372,156
- Other income
- $22,002
Expenses
- Grants and similar amounts paid
- $168,402
- Compensation of officers, directors and key employees
- $70,345
- Disbursements for charitable purposes
- $207,599
- Excise tax on investment income
- $5,434
Balance sheet and other
- Total assets, start of year
- $2,713,328
- Total assets, end of year
- $2,929,843
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,929,843
- Fair market value of assets
- $4,034,613
- Qualifying distributions
- $207,599
- Net investment income
- $481,811
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 |
|---|---|---|---|
| ELIZABETH A KERSEY 5319 S LEWIS STE 110, TULSA, OK 74105 | TRUSTEE/BKPR | 25 | $54,013 |
| AL RD SOWARDS 5319 S LEWIS STE 110, TULSA, OK 74105 | TRUSTEE | 5 | $21,627 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELIZABETH A KERSEY 5319 S LEWIS STE 110, TULSA, OK 74105 | TRUSTEE/BKPR | 25 | $61,512 |
| AL RD SOWARDS 5319 S LEWIS STE 110, TULSA, OK 74105 | TRUSTEE | 5 | $27,750 |
Address and contacts
- Address (IRS master file)
- 5319 S LEWIS AVE STE 206, TULSA, OK 74105-6543
- Signed the 990-PF
- AL RD SOWARDS, TRUSTEE
- Phone
- (918) 749-1542
- Return prepared by
- EIDE BAILLY LLP
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
- 73-6243607
- 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
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,929,843
- Income (IRS master file)
- $2,054,423
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $518,804 | $298,961 | $2,929,843 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $301,566 | $395,475 | $2,713,328 | 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-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 73-6243607).
Questions about PAUL & HELEN SISK CHARITABLE TRUST
- What is the EIN of PAUL & HELEN SISK CHARITABLE TRUST?
- The employer identification number (EIN) of PAUL & HELEN SISK CHARITABLE TRUST is 73-6243607.
- Is PAUL & HELEN SISK CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to PAUL & HELEN SISK CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PAUL & HELEN SISK CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL & HELEN SISK CHARITABLE TRUST 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 PAUL & HELEN SISK CHARITABLE TRUST 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 PAUL & HELEN SISK CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $54,013 (ELIZABETH A KERSEY, TRUSTEE/BKPR).
- How much revenue does PAUL & HELEN SISK CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $518,804, expenses of $298,961 and total assets of $2,929,843 at year end.
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