Nonprofit · EIN 73-6292034
VALENTINE CHARITABLE TRUST
Also known as COLE ROGER W TTEE
Tax-exempt · OKLAHOMA CITY, OK 73116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $36,042 | $36,183 | -$141 | $606,574 | $6,961 | $599,613 |
| December 31, 2023 | 990-PF | $29,401 | $21,633 | $7,768 | $603,492 | $3,738 | $599,754 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $19,486
- Net rental income
- $1,000
- Net gain from sales of assets
- $15,556
Expenses
- Grants and similar amounts paid
- $10,950
- Compensation of officers, directors and key employees
- $12,711
- Disbursements for charitable purposes
- $19,130
- Excise tax on investment income
- $264
Balance sheet and other
- Total assets, start of year
- $603,492
- Total assets, end of year
- $606,574
- Total liabilities, end of year
- $6,961
- Net assets, end of year
- $599,613
- Fair market value of assets
- $684,875
- Qualifying distributions
- $19,130
- Net investment income
- $36,042
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 |
|---|---|---|---|
| STACY MCDANIEL 6608 N WESTERN AVE PO BOX 408, OKLAHOMA CITY, OK 73116 | TRUSTEE | 10 | $12,711 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STACY MCDANIEL 6608 N WESTERN AVE PO BOX 408, OKLAHOMA CITY, OK 73116 | TRUSTEE | 10 | $12,711 |
Address and contacts
- Address (IRS master file)
- 6608 N WESTERN AVENUE BOX 408, OKLAHOMA CITY, OK 73116-7326
- In care of
- % STACY MCDANIEL TTEE
- Signed the 990-PF
- STACY MCDANIEL, TRUSTEE
- Phone
- (405) 239-0723
- Return prepared by
- HOGANTAYLOR 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 | Check at the IRS |
| 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
- 73-6292034
- 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
- 1996
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $614,340
- Income (IRS master file)
- $154,320
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $36,042 | $36,183 | $606,574 | IRS |
| 990-PF | December 2023 | $29,401 | $21,633 | $603,492 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 73-6292034).
Questions about VALENTINE CHARITABLE TRUST
- What is the EIN of VALENTINE CHARITABLE TRUST?
- The employer identification number (EIN) of VALENTINE CHARITABLE TRUST is 73-6292034.
- Is VALENTINE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to VALENTINE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does VALENTINE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of VALENTINE CHARITABLE TRUST 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 VALENTINE 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 VALENTINE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $12,711 (STACY MCDANIEL, TRUSTEE).
- How much revenue does VALENTINE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $36,042, expenses of $36,183 and total assets of $606,574 at year end.
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All nonprofits in OKLAHOMA CITY · Oklahoma · Philanthropy, voluntarism and grantmaking foundations