Nonprofit · EIN 87-2158877
TULSA FIDUCIARY FUND
Tax-exempt · TULSA, OK 74120
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $676,041 | $174,053 | $501,988 | $1,169,270 | $0 | $1,169,270 |
| December 31, 2023 | 990 | $129,452 | $164,247 | -$34,795 | $616,030 | $0 | $616,030 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $615,652
- Program service revenue
- $3,824
- Investment income
- $56,565
- Net gain from sales of assets
- $31,817
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $160,725
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,918
- Program services (functional)
- $165,812
- Management and general (functional)
- $8,241
Balance sheet and other
- Total assets, start of year
- $616,030
- Total assets, end of year
- $1,169,270
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,169,270
- Publicly traded securities
- $1,162,174
- Net assets without donor restrictions
- $999,036
- Net assets with donor restrictions
- $170,234
- Gross receipts
- $1,423,726
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2021
- State of legal domicile
- OK
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID POARCH | CHAIRMAN Trustee or director | 1 | $0 |
| R BRETT KRAMER | SECRETARY Trustee or director | 1 | $0 |
| CLIFTON TAULBERT | BOARD DIRECTOR Trustee or director | 1 | $0 |
| SANFORD CARDIN | BOARD DIRECTOR Trustee or director | 1 | $0 |
| DR JAMES CASH | BOARD DIRECTOR Trustee or director | 1 | $0 |
| LYNN CONARD | BOARD DIRECTOR Trustee or director | 1 | $0 |
| SARAH JANE GILLETT | BOARD DIRECTOR Trustee or director | 1 | $0 |
| TANYA TIPPECONNIC SHAW | BOARD DIRECTOR Trustee or director | 1 | $0 |
| ANDY WOLOV | BOARD DIRECTOR Trustee or director | 1 | $0 |
| AIMEE BOYER | EXECUTIVE DIRECTOR Officer | 5 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID POARCH | CHAIRMAN Trustee or director | 1 | $0 |
| R BRETT KRAMER | SECRETARY Trustee or director | 1 | $0 |
| CLIFTON TAULBERT | BOARD DIRECTOR Trustee or director | 1 | $0 |
| SANFORD CARDIN | BOARD DIRECTOR Trustee or director | 1 | $0 |
| DR JAMES CASH | BOARD DIRECTOR Trustee or director | 1 | $0 |
| LYNN CONARD | BOARD DIRECTOR Trustee or director | 1 | $0 |
| SARAH JANE GILLETT | BOARD DIRECTOR Trustee or director | 1 | $0 |
| TANYA TIPPECONNIC SHAW | BOARD DIRECTOR Trustee or director | 1 | $0 |
| ANDY WOLOV | BOARD DIRECTOR Trustee or director | 1 | $0 |
| AIMEE BOYER | EXECUTIVE DIRECTOR Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 1616 E 15TH ST, TULSA, OK 74120-6008
- In care of
- % DAVID POARCH
- Principal officer (990 for 2024)
- AIMEE BOYER, 1616 EAST 15TH STREET, TULSA, OK 74120
- Signed the 990
- AIMEE BOYER, EXECUTIVE DIRECTOR
- Phone
- (918) 582-6864
- Website
- TULSAFIDUCIARYFUND.ORG
- Return prepared by
- MYSOCK CHEVAILLIER & BIRDSONG LLP
Mission
TULSA FIDUCIARY FUND IS COMMITTED TO STRENGTHENING THE TULSA COMMUNITY AND NORTHEASTERN OKLAHOMA REGION BY MAKING GRANTS TO OTHER 501(C)(3) ORGANIZATIONS THAT ARE FOCUSED ON IMPROVING AND REVITALIZING THE COMMUNITY AND PROMOTING THE WELL-BEING OF ITS CITIZENS.
Program accomplishments
- FUNDED QUALIFIED CHARITABLE ORGANIZATIONS THAT ALIGN WITH TULSA FIDUCIARY FUND'S MISSION.Expenses $165,812 · grants $160,725 · revenue $3,824
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 87-2158877
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $1,169,270
- Income (IRS master file)
- $1,423,726
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $676,041 | $174,053 | $1,169,270 | XML |
| 990 | December 2023 | $129,452 | $164,247 | $616,030 | XML |
| 990 | December 2022 | $645,471 | $42,659 | $570,778 | IRS |
| 990 | December 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 87-2158877).
Questions about TULSA FIDUCIARY FUND
- What is the EIN of TULSA FIDUCIARY FUND?
- The employer identification number (EIN) of TULSA FIDUCIARY FUND is 87-2158877.
- Is TULSA FIDUCIARY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to TULSA FIDUCIARY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TULSA FIDUCIARY FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TULSA FIDUCIARY FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TULSA FIDUCIARY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of TULSA FIDUCIARY FUND?
- The 990 for the year ended December 31, 2024 names AIMEE BOYER.
- Who are the officers and directors of TULSA FIDUCIARY FUND?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does TULSA FIDUCIARY FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $676,041, expenses of $174,053 and total assets of $1,169,270 at year end.
Other nonprofits in TULSA
- GEORGE KAISER FAMILY FOUNDATION EIN 73-1574370 · last filed 990 for 2024
- TULSA COMMUNITY FOUNDATION EIN 73-1554474 · last filed 990 for 2024
- CHARLES AND LYNN SCHUSTERMAN FAMILY FOUNDATION EIN 73-1312965 · last filed 990-PF for 2024
- CROSSSEED INC EIN 99-3164735 · last filed 990 for 2024
- ASBJORNSON FOUNDATION EIN 73-1582633 · last filed 990-PF for 2024
- J A & LETA M CHAPMAN CHARITABLE TR EIN 73-6112228 · last filed 990 for 2024
- JOSEPH W CRAFT III FOUNDATION EIN 73-1514539 · last filed 990-PF for 2024
- WILLIAM K WARREN FOUNDATION EIN 73-0609599 · last filed 990-PF for 2024
All nonprofits in TULSA · Oklahoma · Philanthropy, voluntarism and grantmaking foundations