Nonprofit · EIN 46-6266156
WM MABREY JR & LURLINE MABREY CHARITABLE FOUNDATION
Also known as WILLIAM CARLISLE MABREY III TTEE
Tax-exempt · BIXBY, OK 74008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $30,414 | $31,165 | -$751 | $262,845 | $0 | $262,845 |
| August 31, 2024 | 990-PF | $15,538 | $28,865 | -$13,327 | $263,479 | $0 | $263,479 |
| August 31, 2023 | 990-PF | $2,554 | $22,853 | -$20,299 | $276,806 | $0 | $276,806 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $5,368
- Interest
- $3,936
- Net gain from sales of assets
- $21,110
Expenses
- Grants and similar amounts paid
- $28,000
- Disbursements for charitable purposes
- $28,000
- Excise tax on investment income
- $423
Balance sheet and other
- Total assets, start of year
- $263,479
- Total assets, end of year
- $262,845
- Total liabilities, end of year
- $0
- Net assets, end of year
- $262,845
- Fair market value of assets
- $409,064
- Qualifying distributions
- $28,000
- Net investment income
- $30,414
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM CARLISLE MABREY III PO BOX 130, BIXBY, OK 74008 | CO-TRUSTEE | 0 | $0 |
| BRUCE RAINS MABREY PO BOX 130, BIXBY, OK 74008 | CO-TRUSTEE | 0 | $0 |
| MARILYN MABREY SULLIVANT PO BOX 130, BIXBY, OK 74008 | CO-TRUSTEE | 0 | $0 |
| JOHN MCLEAN MABREY PO BOX 130, BIXBY, OK 74008 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended August 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM CARLISLE MABREY III PO BOX 130, BIXBY, OK 74008 | CO-TRUSTEE | 0 | $0 |
| BRUCE RAINS MABREY PO BOX 130, BIXBY, OK 74008 | CO-TRUSTEE | 0 | $0 |
| MARILYN MABREY SULLIVANT PO BOX 130, BIXBY, OK 74008 | CO-TRUSTEE | 0 | $0 |
| JOHN MCLEAN MABREY PO BOX 130, BIXBY, OK 74008 | CO-TRUSTEE | 0 | $0 |
990-PF for the year ended August 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM CARLISLE MABREY III PO BOX 130, BIXBY, OK 74008 | CO-TRUSTEE | 0 | $0 |
| BRUCE RAINS MABREY PO BOX 130, BIXBY, OK 74008 | CO-TRUSTEE | 0 | $0 |
| MARILYN MABREY SULLIVANT PO BOX 130, BIXBY, OK 74008 | CO-TRUSTEE | 0 | $0 |
| JOHN MCLEAN MABREY PO BOX 130, BIXBY, OK 74008 | CO-TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 130, BIXBY, OK 74008-0130
- Signed the 990-PF
- MARILYN MABREY SULLIVANT, CO-TRUSTEE
- Phone
- (918) 759-1103
- Return prepared by
- Woodrum Tate & 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 46-6266156
- 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
- 2015
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $262,845
- Income (IRS master file)
- $102,980
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $30,414 | $31,165 | $262,845 | XML |
| 990-PF | August 2024 | $15,538 | $28,865 | $263,479 | XML |
| 990-PF | August 2023 | $2,554 | $22,853 | $276,806 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 46-6266156).
Questions about WM MABREY JR & LURLINE MABREY CHARITABLE FOUNDATION
- What is the EIN of WM MABREY JR & LURLINE MABREY CHARITABLE FOUNDATION?
- The employer identification number (EIN) of WM MABREY JR & LURLINE MABREY CHARITABLE FOUNDATION is 46-6266156.
- Is WM MABREY JR & LURLINE MABREY CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to WM MABREY JR & LURLINE MABREY CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WM MABREY JR & LURLINE MABREY CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WM MABREY JR & LURLINE MABREY CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WM MABREY JR & LURLINE MABREY CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of WM MABREY JR & LURLINE MABREY CHARITABLE FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does WM MABREY JR & LURLINE MABREY CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $30,414, expenses of $31,165 and total assets of $262,845 at year end.
Other nonprofits in BIXBY
- GREGORY G BOWLES FOUNDATION EIN 99-3481827 · last filed 990-PF for 2024
- TABIO FAMILY FOUNDATION EIN 73-6311696 · last filed 990-PF for 2024
- MANDYS HOPE FROM HOME FOUNDATION EIN 83-3943061
- ADVOCATES FOR AFRICA INC EIN 46-5508120 · last filed 990 for 2025
- GLOBAL ISRAEL ALLIANCE EIN 83-2231657 · last filed 990 for 2024
- BIXBY COMMUNITY OUTREACH CENTER INC EIN 20-5301279 · last filed 990 for 2025
- BIXBY EDUCATIONAL ENDOWMENT FOUNDATION EIN 73-1605298 · last filed 990 for 2024
- PATRIOTS OF FREEDOM FOUNDATION INC EIN 87-1589549 · last filed 990 for 2023
All nonprofits in BIXBY · Oklahoma · Philanthropy, voluntarism and grantmaking foundations