2025-11-17T19:17:34+00:00 2024-12-31 440160260 Forvis Mazars LLP 14221 Dallas Parkway Suite 400 Dallas TX 75254 990 2024-01-01 731069557 Chickasaw Foundation CHIC 5804219030 PO Box 1726 Ada OK 748211726 Rachel Wood Treasurer 5804219030 2025-11-18 true Andrew Gray P01517705 9727028262 2025-11-17 2024 2025-03-06 01:10:19Z Justin Williams PO Box 1726 Ada OK 748211726 2639389 false X www.chickasawfoundation.org X 1980 OK TO PROMOTE THE GENERAL WELFARE AND CULTURE OF THE CHICKASAW PEOPLE BY SUPPORTING EDUCATIONAL, HEALTH, HISTORICAL AND COMMUNITY ACTIVITIES AND PROGRAMS. 11 11 0 11 0 1475258 1851266 0 0 584246 751763 0 29696 2059504 2632725 164567 269179 0 0 0 0 0 0 115525 601235 523799 765802 792978 1293702 1839747 23034848 30075234 0 94620 23034848 29980614 TO PROMOTE THE GENERAL WELFARE AND CULTURE OF THE CHICKASAW PEOPLE BY SUPPORTING EDUCATIONAL, HEALTH, HISTORICAL AND COMMUNITY ACTIVITIES AND PROGRAMS. false false 197428 161942 Higher education: Scholarships awarded to eligible Chickasaw students attending an accredited higher education institution. 125637 91986 The Disaster Relief & Recovery Fund was set up to help Chickasaw citizens and Chickasaw Nation employees who are affected by natural disasters. 119519 15251 General activities that help support the general welfare and culture of the citizens of the Chickasaw Nation. 442584 true true false false false false false true false true true false false false false true true false false false false false false false true false false false true false false false false false false false true false false false true false false false false true false false false false true 0 0 0 false false false false false false false false false false false false X 11 11 false true false false true false false true true false false false true true true true true true false false false false OK X X Jenny Trett 5804219030 PO Box 1726 Ada OK 748211726 X DEBRA GEE SECRETARY START: 3/2024 4.0 0.0 X X 0 0 0 JENNY TRETT IMMEDIATE PAST CHAIR 10.0 0.0 X X 0 0 0 JERRY D JONES TREASURER END: 1/2024 1.0 0.0 X X 0 0 0 JOSHUA BESS VICE CHAIR 4.0 0.0 X X 0 0 0 MATTHEW CHESTNUT SECRETARY END: 2/2024 1.0 0.0 X X 0 0 0 NICOLE SCHULZ CHAIR 4.0 0.0 X X 0 0 0 RACHEL WOOD TREASURER START: 2/2024 4.0 0.0 X X 0 0 0 BILLY MCCURDY TRUSTEE 2.0 0.0 X 0 0 0 DEANNA HARTLEY KELSO TRUSTEE 2.0 0.0 X 0 0 0 JALINDA KELLEY TRUSTEE 2.0 0.0 X 0 0 0 JOHN E FRYREAR TRUSTEE 2.0 0.0 X 0 0 0 LETA BURWELL TRUSTEE 2.0 0.0 X 0 0 0 WAYNE SCRIBNER TRUSTEE 2.0 0.0 X 0 0 0 JUSTIN WILLIAMS PRESIDENT 40.0 0.0 X 0 0 0 0 0 0 0 false false false Chickasaw Nation PO Box 1548 Ada OK 74821 Management Services 303418 1 525000 1326266 379000 1851266 0 0 0 0 0 751763 751763 0 0 0 0 36360 0 6664 29696 29696 0 0 0 0 0 2632725 0 0 781459 269179 269179 0 0 387563 143378 128660 115525 39704 39704 19008 0 19008 0 1551 1551 22697 22697 100 100 6184 6184 2187 2187 12405 12405 SPECIAL EVENTS 5753 5753 DIRECT SERVICES EXPENSE 24274 24274 DUES & SUBSCRIPTIONS 2373 2373 0 0 0 0 792978 442584 234869 115525 1688141 3385707 12740803 2694334 0 0 41043 379000 2187 376813 19615041 12500000 0 0 34100 34100 23034848 30075234 94620 0 0 0 0 94620 X 671150 891820 22363698 29088794 23034848 29980614 23034848 30075234 1839747 1766673 3339346 0 X X false true true false X 690856 538883 808945 1475258 1851266 5365208 0 0 690856 538883 808945 1475258 1851266 5365208 167132 5198076 332958 445353 546134 584246 751763 2660454 0 0 0 0 0 0 0 8025662 0 0.64768 0.6829 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 34100 0 0 X X X X false 25814689 78191 2446627 111249 28228258 23442188 364524 2394234 386257 25814689 24158326 150231 -797473 68896 23442188 21547564 116050 2531762 37050 24158326 20850639 -65182 802857 40750 21547564 0.0063 0.9501 0.0436 false false 50976 50976 328024 2187 325837 376813 0 X 4405476 1766673 6078 1772751 2632725 0 0 2632725 799056 6078 6078 792978 0 0 792978 Schedule D, Part III, Line 4 Collections of art - description of collections The Chickasaw Foundation's collection includes tribal cultural items including an Indian headdress. They are currently loaned to the Chickasaw Nation and are kept at the Chickasaw Nation's Council House Museum in Tishomingo, Oklahoma. Schedule D, Part V, Line 4 Intended uses of endowment funds THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED FOR SCHOLARSHIP DISBURSEMENTS, DISASTER RELIEF PAYMENTS, YOUTH AND HEALTH-RELATED ACTIVITIES AND TO SUPPORT GENERAL OPERATIONS IN ACCORDANCE WITH THE NEEDS OF THE CHICKASAW NATION. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 FUNDRAISING EXPENSE - 6078 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 FUNDRAISING EXPENSE - 6078 Golf Scramble 29360 29360 320 5457 80 100 Art Auction 7000 7000 600 107 0 36360 36360 320 5457 600 187 100 6664 29696 true Scholarships for higher education to Chickasaw students 131 161975 Disaster relief assistance to Chickasaw citizens and Chickasaw Nation employees 44 91986 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds SCHOLARSHIPS ARE AWARDED TO CHICKASAW STUDENTS SELECTED BY A SCHOLARSHIP COMMITTEE. THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE APPLICANTS' INSTITUTIONS OF HIGHER LEARNING. CHICKASAW CITIZENS AND CHICKASAW NATION EMPLOYEES WHO SUFFER FROM A NATURAL DISASTER CAN APPLY FOR AID THROUGH THE FOUNDATION. THE CHIEF EXECUTIVE OFFICER DETERMINES THE AMOUNT AND TYPE OF AID THE INDIVIDUAL NEEDS. THE FOUNDATION, WITH THE ASSISTANCE OF THE CHICKASAW NATION, ALSO SEARCHES OUT CITIZENS AND EMPLOYEES WHO MIGHT NEED ASSISTANCE AFTER A NATURAL DISASTER. Garrett Trett Family Member of Board Member 1250 Scholarship Higher Education 4 379000 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Real estate - Residential - NUMBER OF ITEMS RECEIVED Form 990, Part VI, Line 3 Delegation of management duties THE CHICKASAW FOUNDATION ENTERED INTO AN AGREEMENT WITH THE CHICKASAW NATION TO MANAGE THE ACTIVITIES AND OFFICE OF THE CHICKASAW FOUNDATION. THE PRESIDENT OF CHICKASAW FOUNDATION IS AN EMPLOYEE OF CHICKASAW NATION AND IS COMPENSATED THROUGH THIS MANAGEMENT AGREEMENT. PER IRS GRUIDANCE, NO COMPENSATION IS SHOWN ON FORM 990, PART VII, FOR THIS INDIVIDUAL: JUSTIN WILLIAMS $70,948 Form 990, Part VI, Line 6 Classes of members or stockholders ANY MEMBER OF THE CHICKASAW FOUNDATION CAN NOMINATE A PERSON FOR THE CHICKASAW FOUNDATION BOARD OF TRUSTEES. THE BOARD THEN VOTES ON THE NOMINEES TO DETERMINE WHO FILLS THE OPEN POSITION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS SENT TO ALL BOARD MEMBERS FOR THEM TO REVIEW, ASK QUESTIONS AND REQUEST CHANGES BEFORE THE FINAL FORM IS FILED. Form 990, Part VI, Line 12c Conflict of interest policy IF THERE IS A POSSIBLE CONFLICT OF INTEREST WITH A PROPOSED TRANSACTION OR ACTIVITY OF THE FOUNDATION, IT WILL BE BROUGHT TO THE BOARD'S ATTENTION. THE BOARD WILL THEN MAKE A DETERMINATION IF THERE IS AN ACTUAL CONFLICT OF INTEREST AND WHAT ACTION IS DEEMED NECESSARY. Form 990, Part VI, Line 19 Required documents available to the public THE PUBLIC CAN REQUEST THE DOCUMENTS BY CONTACTING THE CHICKASAW FOUNDATION OFFICE OR BY VISITING OUR WEBSITE. Form 990, Part XII, Line 1 Change of accounting method or other type of acounting method THE METHOD OF ACCOUNTING WAS CHANGED TO ACCRUAL TO BE IN ACCORDANCE WITH THE AUDIT OF THE ORGANIZATION. Chickasaw Nation PO Box 1548 Ada OK 74821 Tribal Government OK NA false false false true false false false false false false false false false false false true false false false false