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Nonprofit · EIN 73-1069557

CHICKASAW FOUNDATION

Tax-exempt · ADA, OK 74821

Financials

$2.1M$766K2023$2.6M$793K2024
Revenue Expenses · by fiscal year end
Financials of CHICKASAW FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,632,725$792,978$1,839,747$30,075,234$94,620$29,980,614
December 31, 2023990 (amended)$2,059,504$765,802$1,293,702$23,034,848$0$23,034,848
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,851,266
Program service revenue
$0
Investment income
$751,763
Net income from fundraising events
$29,696
Other revenue
$29,696

Expenses

Grants and similar amounts paid
$269,179
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$39,704
Occupancy
$100
Travel
$6,184
Depreciation
$2,187
Program services (functional)
$442,584
Management and general (functional)
$234,869
Fundraising (functional)
$115,525

Balance sheet and other

Total assets, start of year
$23,034,848
Total assets, end of year
$30,075,234
Total liabilities, end of year
$94,620
Net assets, end of year
$29,980,614
Land, buildings and equipment
$376,813
Publicly traded securities
$12,500,000
Net assets without donor restrictions
$891,820
Net assets with donor restrictions
$29,088,794
Gross receipts
$2,639,389
Employees
0
Volunteers
11
Year formed
1980
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.

NameTitleHours / weekCompensation
DEBRA GEESECRETARY START: 3/2024
Trustee or director, Officer
4$0
JENNY TRETTIMMEDIATE PAST CHAIR
Trustee or director, Officer
10$0
JERRY D JONESTREASURER END: 1/2024
Trustee or director, Officer
1$0
JOSHUA BESSVICE CHAIR
Trustee or director, Officer
4$0
MATTHEW CHESTNUTSECRETARY END: 2/2024
Trustee or director, Officer
1$0
NICOLE SCHULZCHAIR
Trustee or director, Officer
4$0
RACHEL WOODTREASURER START: 2/2024
Trustee or director, Officer
4$0
BILLY MCCURDYTRUSTEE
Trustee or director
2$0
DEANNA HARTLEY KELSOTRUSTEE
Trustee or director
2$0
JALINDA KELLEYTRUSTEE
Trustee or director
2$0
JOHN E FRYREARTRUSTEE
Trustee or director
2$0
LETA BURWELLTRUSTEE
Trustee or director
2$0
WAYNE SCRIBNERTRUSTEE
Trustee or director
2$0
JUSTIN WILLIAMSPRESIDENT
Officer
40$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
Jalinda KelleyTrustee
Trustee or director
2$0
Jerry D JonesTreasurer
Trustee or director
8$0
Matthew ChesnutSecretary
Trustee or director
4$0
John E FryrearVice chairman
Trustee or director
4$0
Jay KeelImmediate Past Chair
Trustee or director
2$0
Jenny TrettTrustee
Trustee or director
2$0
Debra GeeTrustee
Trustee or director
2$0
Wayne ScribnerTrustee
Trustee or director
2$0
Leta BurwellChairman
Trustee or director
8$0
Joshua BessTrustee
Trustee or director
2$0
Nicole SchulzTrustee
Trustee or director
2$0

Address and contacts

Address (IRS master file)
PO BOX 1726, ADA, OK 74821-1726
In care of
% OVERTON JAMES CHAIRMAN
Principal officer (990 for 2024)
Justin Williams, PO Box 1726, Ada, OK 748211726
Signed the 990
Rachel Wood, Treasurer
Phone
(580) 421-9030
Return prepared by
Forvis Mazars LLP

Mission

TO PROMOTE THE GENERAL WELFARE AND CULTURE OF THE CHICKASAW PEOPLE BY SUPPORTING EDUCATIONAL, HEALTH, HISTORICAL AND COMMUNITY ACTIVITIES AND PROGRAMS.

990 for the year ended December 31, 2024

Program accomplishments

  • Higher education: Scholarships awarded to eligible Chickasaw students attending an accredited higher education institution.
    Expenses $197,428 · grants $161,942
  • The Disaster Relief & Recovery Fund was set up to help Chickasaw citizens and Chickasaw Nation employees who are affected by natural disasters.
    Expenses $125,637 · grants $91,986
  • General activities that help support the general welfare and culture of the citizens of the Chickasaw Nation.
    Expenses $119,519 · grants $15,251

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
73-1069557
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
1980
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$30,075,234
Income (IRS master file)
$2,639,389

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,632,725$792,978$30,075,234XML
990December 2023$2,059,504$765,802$23,034,848XML
990December 2022$1,355,079$656,509$19,902,480IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 73-1069557).

Questions about CHICKASAW FOUNDATION

What is the EIN of CHICKASAW FOUNDATION?
The employer identification number (EIN) of CHICKASAW FOUNDATION is 73-1069557.
Is CHICKASAW FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
Are donations to CHICKASAW FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CHICKASAW FOUNDATION 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 CHICKASAW FOUNDATION 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 CHICKASAW FOUNDATION 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 CHICKASAW FOUNDATION?
The 990 for the year ended December 31, 2024 names Justin Williams.
Who are the officers and directors of CHICKASAW FOUNDATION?
The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
How much revenue does CHICKASAW FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,632,725, expenses of $792,978 and total assets of $30,075,234 at year end.

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