Nonprofit · EIN 84-6194749
WILLIAM & BETTY OSBORNE TR
Tax-exempt · TULSA, OK 74101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $229,236 | $169,681 | $59,555 | $2,392,991 | $0 | $2,392,991 |
| December 31, 2024 | 990-PF | $231,261 | $160,898 | $70,363 | $2,561,495 | $0 | $2,561,495 |
| December 31, 2023 | 990-PF | $125,101 | $147,600 | -$22,499 | $2,263,067 | $0 | $2,263,067 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $77,173
- Net gain from sales of assets
- $152,063
Expenses
- Grants and similar amounts paid
- $133,213
- Compensation of officers, directors and key employees
- $12,509
- Disbursements for charitable purposes
- $138,340
- Excise tax on investment income
- $2,804
Balance sheet and other
- Total assets, start of year
- $2,561,495
- Total assets, end of year
- $2,392,991
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,392,991
- Fair market value of assets
- $2,700,420
- Qualifying distributions
- $138,340
- Net investment income
- $228,954
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 |
|---|---|---|---|
| BOKF NA PO BOX 1620, TULSA, OK 74101 | TRUSTEE | 2 | $12,509 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOKF NA PO BOX 1620, TULSA, OK 74101 | TRUSTEE | 2 | $11,486 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BOKF NA PO BOX 1620, TULSA, OK 74101 | TRUSTEE | 2 | $10,661 |
Address and contacts
- Address (IRS master file)
- PO BOX 1620, TULSA, OK 74101-1620
- In care of
- % COLORADO STATE BANK & TRUST TTEE
- Signed the 990-PF
- BOKF NA TRUSTEE, VICE PRESIDENT
- Phone
- (918) 619-1527
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
- 84-6194749
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $2,392,991
- Income (IRS master file)
- $468,126
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $229,236 | $169,681 | $2,392,991 | XML |
| 990-PF | December 2024 | $231,261 | $160,898 | $2,561,495 | IRS |
| 990-PF | December 2023 | $125,101 | $147,600 | $2,263,067 | 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 84-6194749).
Questions about WILLIAM & BETTY OSBORNE TR
- What is the EIN of WILLIAM & BETTY OSBORNE TR?
- The employer identification number (EIN) of WILLIAM & BETTY OSBORNE TR is 84-6194749.
- Is WILLIAM & BETTY OSBORNE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to WILLIAM & BETTY OSBORNE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM & BETTY OSBORNE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM & BETTY OSBORNE TR 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 WILLIAM & BETTY OSBORNE TR 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 WILLIAM & BETTY OSBORNE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,509 (BOKF NA, TRUSTEE).
- How much revenue does WILLIAM & BETTY OSBORNE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $229,236, expenses of $169,681 and total assets of $2,392,991 at year end.
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All nonprofits in TULSA · Oklahoma · Philanthropy, voluntarism and grantmaking foundations