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Nonprofit · EIN 81-4842039

HOLSINGER CHARITABLE TRUST NO 1

Tax-exempt (reinstated) · OKLAHOMA CITY, OK 73118

Financials

$147K$237K2023$199K$254K2024$229K$171K2025
Revenue Expenses · by fiscal year end
Financials of HOLSINGER CHARITABLE TRUST NO 1 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$229,106$170,518$58,588$3,842,739$0$3,842,739
December 31, 2024990-PF$198,905$253,638-$54,733$3,784,152$0$3,784,152
December 31, 2023990-PF$147,113$237,433-$90,320$3,838,888$0$3,838,888
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$154,684
Net gain from sales of assets
$74,422

Expenses

Grants and similar amounts paid
$128,996
Compensation of officers, directors and key employees
$18,070
Disbursements for charitable purposes
$138,339
Excise tax on investment income
$2,764

Balance sheet and other

Total assets, start of year
$3,784,152
Total assets, end of year
$3,842,739
Total liabilities, end of year
$0
Net assets, end of year
$3,842,739
Fair market value of assets
$4,830,444
Qualifying distributions
$138,339
Net investment income
$229,106

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
InvesTrust
5100 N Classen Blvd, Oklahoma City, OK 73118
Trustee0$18,070
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
InvesTrust
5100 N Classen Blvd, Oklahoma City, OK 73118
Trustee0$16,390
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
InvesTrust
5100 N Classen Blvd, Oklahoma City, OK 73118
Trustee0$14,838

Address and contacts

Address (IRS master file)
5100 N CLASSEN BLVD STE 620, OKLAHOMA CITY, OK 73118-5263
In care of
% KAREN SMITH-GRANT - TRUST OFFICER
Signed the 990-PF
INVESTRUST, TRUSTEE
Phone
(405) 843-7177
Return prepared by
DELOITTE TAX 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-4842039
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
December
Files
Form 990-PF
Category (NTEE)
Human services (P11)
Assets (IRS master file)
$3,842,739
Income (IRS master file)
$430,604

Revocation and reinstatement

Exemption revoked
May 15, 2015
Posted by the IRS
November 7, 2017
Reinstated
Effective May 15, 2015

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$229,106$170,518$3,842,739IRS
990-PFDecember 2024$198,905$253,638$3,784,152IRS
990-PFDecember 2023$147,113$237,433$3,838,888XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 81-4842039).

Questions about HOLSINGER CHARITABLE TRUST NO 1

What is the EIN of HOLSINGER CHARITABLE TRUST NO 1?
The employer identification number (EIN) of HOLSINGER CHARITABLE TRUST NO 1 is 81-4842039.
Is HOLSINGER CHARITABLE TRUST NO 1 tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2015 and reinstated it effective May 15, 2015.
Are donations to HOLSINGER CHARITABLE TRUST NO 1 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HOLSINGER CHARITABLE TRUST NO 1 file?
Form 990-PF. Private foundations file every year.
When is the next return of HOLSINGER CHARITABLE TRUST NO 1 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 HOLSINGER CHARITABLE TRUST NO 1 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HOLSINGER CHARITABLE TRUST NO 1?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $18,070 (InvesTrust, Trustee).
How much revenue does HOLSINGER CHARITABLE TRUST NO 1 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $229,106, expenses of $170,518 and total assets of $3,842,739 at year end.

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