Nonprofit · EIN 99-3713314
CARAT FOUNDATION
Tax-exempt · EDMOND, OK 73034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $85,512 | $70,926 | $14,586 | $293,057 | $3,326 | $289,731 |
| December 31, 2024 | 990-PF | $317,061 | $34,007 | $283,054 | $278,193 | $3,048 | $275,145 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $71,250
- Dividends
- $13,262
- Other income
- $1,000
Expenses
- Grants and similar amounts paid
- $66,857
- Disbursements for charitable purposes
- $66,857
- Excise tax on investment income
- $184
Balance sheet and other
- Total assets, start of year
- $278,193
- Total assets, end of year
- $293,057
- Total liabilities, end of year
- $3,326
- Net assets, end of year
- $289,731
- Qualifying distributions
- $66,857
- Net investment income
- $13,262
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 |
|---|---|---|---|
| Caitlyn Lafferty 6606 Forest Creek Dr, Edmond, OK 73034 | President | 1 | $0 |
| Kevin Lafferty 6606 Forest Creek Dr, Edmond, OK 73034 | Treasurer | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Caitlyn Lafferty 6606 Forest Creek Dr, Edmond, OK 73034 | President | 1 | $0 |
| Kevin Lafferty 6606 Forest Creek Dr, Edmond, OK 73034 | Treasurer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6606 FOREST CREEK DR, EDMOND, OK 73034-1414
- In care of
- % CAITLYN JACKSON
- Signed the 990-PF
- Caitlyn Lafferty, President
- Phone
- (832) 248-0599
- Return prepared by
- Basile & Associates 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 | Check at the IRS |
IRS record
- EIN
- 99-3713314
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $293,057
- Income (IRS master file)
- $85,512
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $85,512 | $70,926 | $293,057 | IRS |
| 990-PF | December 2024 | $317,061 | $34,007 | $278,193 | 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 99-3713314).
Questions about CARAT FOUNDATION
- What is the EIN of CARAT FOUNDATION?
- The employer identification number (EIN) of CARAT FOUNDATION is 99-3713314.
- Is CARAT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to CARAT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARAT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARAT 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 CARAT 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 CARAT FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does CARAT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $85,512, expenses of $70,926 and total assets of $293,057 at year end.
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All nonprofits in EDMOND · Oklahoma · Philanthropy, voluntarism and grantmaking foundations