Skip to main content

Nonprofit · EIN 81-3028957

HARVEY FAMILY FOUNDATION

Tax-exempt · EDMOND, OK 73013

Financials

$738K$772K2022$791K$599K2023$727K$253K2024
Revenue Expenses · by fiscal year end
Financials of HARVEY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$727,283$253,423$473,860$3,431,442$357,432$3,074,010
September 30, 2024990-PF$791,211$598,810$192,401$2,966,756$366,606$2,600,150
September 30, 2023990-PF$737,978$771,514-$33,536$3,029,862$622,113$2,407,749
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$604,029
Dividends
$43,954
Interest
$5,280
Net gain from sales of assets
$73,979
Other income
$41

Expenses

Grants and similar amounts paid
$177,155
Disbursements for charitable purposes
$177,155
Excise tax on investment income
$685

Balance sheet and other

Total assets, start of year
$2,966,756
Total assets, end of year
$3,431,442
Total liabilities, end of year
$357,432
Net assets, end of year
$3,074,010
Qualifying distributions
$177,155
Net investment income
$49,275

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARK HARVEY
13401 HIGH SIERRA BLVD, EDMOND, OK 73013
PRESIDENT0$0
ROBERT HALE
1300 E 15TH STE 150, EDMOND, OK 73013
TREASURER0$0
990-PF for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
MARK HARVEY
13401 HIGH SIERRA BLVD, EDMOND, OK 73013
PRESIDENT0$0
LARRY J GORDON
9500 CEDAR LAKE AVE, OKLAHOMA CITY, OK 73114
VICE PRESIDE0$0
TRACY L HARVEY FIELDS
9500 CEDAR LAKE AVE, OKLAHOMA CITY, OK 73114
SECRETARY0$0
ROBERT HALE
1300 E 15TH STE 150, EDMOND, OK 73013
TREASURER0$0
990-PF for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensation
MARK HARVEY
13401 HIGH SIERRA BLVD, EDMOND, OK 73013
PRESIDENT0$0
LARRY J GORDON
9500 CEDAR LAKE AVE, OKLAHOMA CITY, OK 73114
VICE PRESIDE0$0
TRACY L HARVEY FIELDS
9500 CEDAR LAKE AVE, OKLAHOMA CITY, OK 73114
SECRETARY0$0
ROBERT HALE
1300 E 15TH STE 150, EDMOND, OK 73013
TREASURER0$0

Address and contacts

Address (IRS master file)
1300 E 15TH ST STE 120, EDMOND, OK 73013-5051
In care of
% MARK HARVEY
Signed the 990-PF
MARK HARVEY, PRESIDENT
Return prepared by
HALE & COMPANY CPA PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
81-3028957
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
2017
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$3,431,442
Income (IRS master file)
$727,283

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$727,283$253,423$3,431,442XML
990-PFSeptember 2024$791,211$598,810$2,966,756XML
990-PFSeptember 2023$737,978$771,514$3,029,862XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 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 81-3028957).

Questions about HARVEY FAMILY FOUNDATION

What is the EIN of HARVEY FAMILY FOUNDATION?
The employer identification number (EIN) of HARVEY FAMILY FOUNDATION is 81-3028957.
Is HARVEY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to HARVEY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HARVEY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HARVEY FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HARVEY FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of HARVEY FAMILY FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does HARVEY FAMILY FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $727,283, expenses of $253,423 and total assets of $3,431,442 at year end.

Other nonprofits in EDMOND

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