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Nonprofit · EIN 73-6106627

JEAN I EVEREST FOUNDATION

Tax-exempt · OKLAHOMA CITY, OK 73118

Financials

$150K$235K2022$2.5M$434K2023$2.1M$360K2024
Revenue Expenses · by fiscal year end
Financials of JEAN I EVEREST FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$2,149,967$360,435$1,789,532$6,302,187$0$6,302,187
September 30, 2024990-PF$2,483,791$434,419$2,049,372$6,150,176$165,000$5,985,176
September 30, 2023990-PF$150,303$235,366-$85,063$3,941,988$0$3,941,988
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$311,534
Net gain from sales of assets
$1,826,330
Other income
$12,103

Expenses

Grants and similar amounts paid
$320,500
Disbursements for charitable purposes
$320,500
Excise tax on investment income
$29,885

Balance sheet and other

Total assets, start of year
$6,150,176
Total assets, end of year
$6,302,187
Total liabilities, end of year
$0
Net assets, end of year
$6,302,187
Fair market value of assets
$7,794,377
Qualifying distributions
$320,500
Net investment income
$2,149,967

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
James H Everest
6305 Waterford Blvd Suite 305, OKC, OK 731181116
President/Trustee8$0
Christine G Everest
6305 Waterford Blvd Suite 305, OKC, OK 731181116
Vice-Pres/Trustee8$0
Tricia L Everest
6305 Waterford Blvd Suite 305, OKC, OK 731181116
Secretary/Trustee8$0
Christine G Everest
6305 Waterford Blvd Suite 305, OKC, OK 731181116
Treasurer/Trustee8$0
990-PF for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
James H Everest
6305 Waterford Blvd Suite 305, OKC, OK 731181116
President/Trustee8$0
Christine G Everest
6305 Waterford Blvd Suite 305, OKC, OK 731181116
Vice-Pres/Trustee8$0
Tricia L Everest
6305 Waterford Blvd Suite 305, OKC, OK 731181116
Secretary/Trustee8$0
Christine G Everest
6305 Waterford Blvd Suite 305, OKC, OK 731181116
Treasurer/Trustee8$0
990-PF for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensation
James H Everest
6305 Waterford Blvd Suite 305, OKC, OK 731181116
President/Trustee8$0
Christine G Everest
6305 Waterford Blvd Suite 305, OKC, OK 731181116
Vice-Pres/Trustee8$0
Tricia L Everest
6305 Waterford Blvd Suite 305, OKC, OK 731181116
Secretary/Trustee8$0
Christine G Everest
6305 Waterford Blvd Suite 305, OKC, OK 731181116
Treasurer/Trustee8$0

Address and contacts

Address (IRS master file)
6305 WATERFORD BLVD STE 305, OKLAHOMA CITY, OK 73118-1116
Signed the 990-PF
James H Everest, PresidentTrustee
Phone
(405) 840-1575
Return prepared by
Mark K Fitch Attorney

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
73-6106627
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
1965
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$6,302,187
Income (IRS master file)
$2,152,232

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$2,149,967$360,435$6,302,187XML
990-PFSeptember 2024$2,483,791$434,419$6,150,176XML
990-PFSeptember 2023$150,303$235,366$3,941,988XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 73-6106627).

Questions about JEAN I EVEREST FOUNDATION

What is the EIN of JEAN I EVEREST FOUNDATION?
The employer identification number (EIN) of JEAN I EVEREST FOUNDATION is 73-6106627.
Is JEAN I EVEREST FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
Are donations to JEAN I EVEREST FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JEAN I EVEREST FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JEAN I EVEREST FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JEAN I EVEREST FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of JEAN I EVEREST FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does JEAN I EVEREST FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $2,149,967, expenses of $360,435 and total assets of $6,302,187 at year end.

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