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Nonprofit · EIN 01-6229478

UNA PEARL MCKEE CHARITABLE TR

Also known as RODGERS JAMES R TTEE

Tax-exempt · BLACKWELL, OK 74631

Financials

$10K$9K2023$10K$9K2024$10K$10K2025
Revenue Expenses · by fiscal year end
Financials of UNA PEARL MCKEE CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$10,166$10,079$87$202,813$0$202,813
December 31, 2024990-PF$10,023$9,263$760$202,726$0$202,726
December 31, 2023990-PF$10,012$8,820$1,192$201,966$0$201,966
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Interest
$10,000
Other income
$166

Expenses

Grants and similar amounts paid
$8,929
Compensation of officers, directors and key employees
$1,000
Salaries, compensation and benefits (total)
$0
Disbursements for charitable purposes
$9,779
Excise tax on investment income
$135

Balance sheet and other

Total assets, start of year
$202,726
Total assets, end of year
$202,813
Total liabilities, end of year
$0
Net assets, end of year
$202,813
Fair market value of assets
$183,121
Qualifying distributions
$9,779
Net investment income
$10,000

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
James R Rodgers
105 N Main, Blackwell, OK 74631
Trustee2$1,000
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
James R Rodgers
105 N Main, Blackwell, OK 74631
Trustee2$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
James R Rodgers
105 N Main, Blackwell, OK 74631
Trustee2$0

Address and contacts

Address (IRS master file)
105 N MAIN ST, BLACKWELL, OK 74631-2226
In care of
% JAMES R RODGERS
Signed the 990-PF
James Rodgers, James R. Rodgers Attorney at Law
Phone
(580) 363-3684

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
01-6229478
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
2003
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$202,813
Income (IRS master file)
$10,166

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$10,166$10,079$202,813IRS
990-PFDecember 2024$10,023$9,263$202,726IRS
990-PFDecember 2023$10,012$8,820$201,966XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 01-6229478).

Questions about UNA PEARL MCKEE CHARITABLE TR

What is the EIN of UNA PEARL MCKEE CHARITABLE TR?
The employer identification number (EIN) of UNA PEARL MCKEE CHARITABLE TR is 01-6229478.
Is UNA PEARL MCKEE CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to UNA PEARL MCKEE CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does UNA PEARL MCKEE CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of UNA PEARL MCKEE CHARITABLE 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 UNA PEARL MCKEE CHARITABLE 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 UNA PEARL MCKEE CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,000 (James R Rodgers, Trustee).
How much revenue does UNA PEARL MCKEE CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,166, expenses of $10,079 and total assets of $202,813 at year end.

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