Nonprofit · EIN 84-2816765
BUNGARDT FOUNDATION
Tax-exempt · TULSA, OK 74101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $255,596 | $359,889 | -$104,293 | $5,811,668 | $5,250 | $5,806,418 |
| December 31, 2024 | 990-PF | $392,452 | $299,616 | $92,836 | $5,904,241 | $3,590 | $5,900,651 |
| December 31, 2023 | 990-PF | $247,958 | $321,759 | -$73,801 | $5,800,321 | $0 | $5,800,321 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $125,880
- Interest
- $48,844
- Net gain from sales of assets
- $30,166
- Other income
- $50,706
Expenses
- Grants and similar amounts paid
- $288,625
- Compensation of officers, directors and key employees
- $60,400
- Disbursements for charitable purposes
- $321,929
- Excise tax on investment income
- $3,128
Balance sheet and other
- Total assets, start of year
- $5,904,241
- Total assets, end of year
- $5,811,668
- Total liabilities, end of year
- $5,250
- Net assets, end of year
- $5,806,418
- Fair market value of assets
- $7,637,150
- Qualifying distributions
- $321,929
- Net investment income
- $255,452
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE TRUST COMPANY OF OKLAHOMA PO BOX 3627, TULSA, OK 741013627 | Trustee | 5 | $52,000 |
| JOHN JAY MCCAIN 8301 NORTH CENTRAL EXPRESSWAY, DALLAS, TX 75225 | Trustee | 2 | $8,400 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE TRUST COMPANY OF OKLAHOMA PO BOX 3627, TULSA, OK 741013627 | Trustee | 5 | $45,581 |
| JOHN JAY MCCAIN 8301 NORTH CENTRAL EXPRESSWAY, DALLAS, TX 75225 | Trustee | 2 | $8,400 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE TRUST COMPANY OF OKLAHOMA PO BOX 3627, TULSA, OK 741013627 | Trustee | 5 | $51,759 |
| JOHN JAY MCCAIN 8301 NORTH CENTRAL EXPRESSWAY, DALLAS, TX 75225 | Trustee | 2 | $8,400 |
Address and contacts
- Address (IRS master file)
- PO BOX 3627, TULSA, OK 74101-3627
- In care of
- % KATHERINE G COYLE
- Signed the 990-PF
- JENNIFER MAY, Trustee
- Phone
- (918) 774-0553
- Return prepared by
- Halley McDaniel & Cuite PLLC
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 | 990-PF 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
- 84-2816765
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $5,811,668
- Income (IRS master file)
- $791,956
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $255,596 | $359,889 | $5,811,668 | IRS |
| 990-PF | December 2024 | $392,452 | $299,616 | $5,904,241 | IRS |
| 990-PF | December 2023 | $247,958 | $321,759 | $5,800,321 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 84-2816765).
Questions about BUNGARDT FOUNDATION
- What is the EIN of BUNGARDT FOUNDATION?
- The employer identification number (EIN) of BUNGARDT FOUNDATION is 84-2816765.
- Is BUNGARDT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to BUNGARDT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BUNGARDT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BUNGARDT FOUNDATION 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 BUNGARDT FOUNDATION 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 BUNGARDT FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $52,000 (THE TRUST COMPANY OF OKLAHOMA, Trustee).
- How much revenue does BUNGARDT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $255,596, expenses of $359,889 and total assets of $5,811,668 at year end.
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