Nonprofit · EIN 76-6129622
EVALEE SCHWARZ CHARITABLE TR FOR EDUCATION
Tax-exempt · TULSA, OK 74101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $631,508 | $344,061 | $287,447 | $23,260,061 | $0 | $23,260,061 |
| August 31, 2024 | 990-PF (amended) | $289,904 | $331,341 | -$41,437 | $22,515,396 | $0 | $22,515,396 |
| August 31, 2023 | 990-PF | $842,087 | $315,285 | $526,802 | $22,563,158 | $0 | $22,563,158 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $436,295
- Net gain from sales of assets
- $195,876
- Other income
- -$663
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $143,669
- Disbursements for charitable purposes
- $60,123
- Excise tax on investment income
- $4,719
Balance sheet and other
- Total assets, start of year
- $22,676,030
- Total assets, end of year
- $23,260,061
- Total liabilities, end of year
- $0
- Net assets, end of year
- $23,260,061
- Fair market value of assets
- $27,661,929
- Qualifying distributions
- $764,215
- Net investment income
- $623,419
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 |
|---|---|---|---|
| BOKF PO BOX 1620, TULSA, OK 741011620 | CORPORATE TRUSTEE | 10 | $143,669 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOKF PO BOX 1620, TULSA, OK 741011620 | CORPORATE TRUSTEE | 10 | $134,143 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOKF PO BOX 1620, TULSA, OK 741011620 | CORPORATE TRUSTEE | 10 | $125,915 |
Address and contacts
- Address (IRS master file)
- PO BOX 1620, TULSA, OK 74101-1620
- In care of
- % BOKF NA TTEE
- Signed the 990-PF
- BOKF NA TRUSTEE, VICE PRESIDENT
- Website
- WWW.EVALEESCHWARZTRUST.ORG
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
- 76-6129622
- 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
- 1999
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $23,260,061
- Income (IRS master file)
- $1,851,632
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $631,508 | $344,061 | $23,260,061 | XML |
| 990-PF | August 2024 | $289,904 | $331,341 | $22,515,396 | XML |
| 990-PF | August 2023 | $842,087 | $315,285 | $22,563,158 | 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 76-6129622).
Questions about EVALEE SCHWARZ CHARITABLE TR FOR EDUCATION
- What is the EIN of EVALEE SCHWARZ CHARITABLE TR FOR EDUCATION?
- The employer identification number (EIN) of EVALEE SCHWARZ CHARITABLE TR FOR EDUCATION is 76-6129622.
- Is EVALEE SCHWARZ CHARITABLE TR FOR EDUCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to EVALEE SCHWARZ CHARITABLE TR FOR EDUCATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EVALEE SCHWARZ CHARITABLE TR FOR EDUCATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EVALEE SCHWARZ CHARITABLE TR FOR EDUCATION 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 EVALEE SCHWARZ CHARITABLE TR FOR EDUCATION 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 EVALEE SCHWARZ CHARITABLE TR FOR EDUCATION?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $143,669 (BOKF, CORPORATE TRUSTEE).
- How much revenue does EVALEE SCHWARZ CHARITABLE TR FOR EDUCATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $631,508, expenses of $344,061 and total assets of $23,260,061 at year end.
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