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Nonprofit · EIN 86-6790803

LORETTA SHAVER IRREV TR

Also known as BOKF NA TTEE

Tax-exempt · TULSA, OK 74101

Financials

−$86K$294K2023$25K$31K2024$68K$540K2025
Revenue Expenses · by fiscal year end
Financials of LORETTA SHAVER IRREV TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$68,239$540,384-$472,145$184,116$0$184,116
December 31, 2024990-PF$25,366$31,339-$5,973$655,918$0$655,918
December 31, 2023990-PF-$86,360$293,856-$380,216$661,855$0$661,855
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$10,781
Net gain from sales of assets
$57,409
Other income
$49

Expenses

Grants and similar amounts paid
$531,259
Compensation of officers, directors and key employees
$3,525
Disbursements for charitable purposes
$533,890
Excise tax on investment income
$862

Balance sheet and other

Total assets, start of year
$655,918
Total assets, end of year
$184,116
Total liabilities, end of year
$0
Net assets, end of year
$184,116
Fair market value of assets
$229,526
Qualifying distributions
$533,890
Net investment income
$68,237

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
BOKF
PO Box 1620, Tulsa, OK 74101
Corporate Trustee8$3,525
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BOKF
PO Box 1620, Tulsa, OK 74101
Corporate Trustee8$8,831
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BOKF
PO Box 1620, Tulsa, OK 74101
Corporate Trustee8$11,396

Address and contacts

Address (IRS master file)
PO BOX 1620, TULSA, OK 74101-1620
Signed the 990-PF
BOKF NA TRUSTEE, VICE PRESIDENT

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
86-6790803
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$184,116
Income (IRS master file)
$606,817

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$68,239$540,384$184,116IRS
990-PFDecember 2024$25,366$31,339$655,918IRS
990-PFDecember 2023-$86,360$293,856$661,855XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 86-6790803).

Questions about LORETTA SHAVER IRREV TR

What is the EIN of LORETTA SHAVER IRREV TR?
The employer identification number (EIN) of LORETTA SHAVER IRREV TR is 86-6790803.
Is LORETTA SHAVER IRREV TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does LORETTA SHAVER IRREV TR file?
Form 990-PF. Private foundations file every year.
When is the next return of LORETTA SHAVER IRREV 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 LORETTA SHAVER IRREV 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 LORETTA SHAVER IRREV TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,525 (BOKF, Corporate Trustee).
How much revenue does LORETTA SHAVER IRREV TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $68,239, expenses of $540,384 and total assets of $184,116 at year end.

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