Lobeck Taylor Foundation

Tulsa, OK
Tax-exempt since June 1998
EIN: 73-1519836

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$5.55M (2024)

Expenses

$1.93M (2024)

Total Assets

$38.2M (2024)

Total Liabilities

$5.12M (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$5,545,122

Expenses

$1,928,402

Net Income

$3,616,720

Net Assets

$33,039,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,080,781	19.5%
Interest Revenue	$0
Dividends	$1,108,030	20.0%
Sales of Assets	$2,877,570	51.9%
Other Income	$476,494	8.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$750,022	38.9%
Compensation of Officers*	$197,407	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$38,156,116
Total Liabilities	$5,116,196
Net Assets	$33,039,920

Compensation

Key Employees and Officers	Compensation	Other
Brian Paschal (Executive Director)	$197,407	$0
Cindy Roecker (Employee)	$119,987	$0
Sarah K Hall (Employee)	$109,724	$0
Steven M Mcclendon (Employee)	$91,402	$0
Diana Paul (Employee)	$77,524	$0
Claire C Lemaster (Employee)	$76,112	$0
Kathy Taylor (Director)	$0	$0
Margaret Lobeck Pellegrini (Director)	$0	$0
Tom Kennedy (Director)	$0	$0
William E Lobeck Jr (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$1,941,354

Expenses

$2,094,369

Net Income

-$153,015

Net Assets

$30,268,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$73,438	3.8%
Interest Revenue	$0
Dividends	$1,215,060	62.6%
Sales of Assets	$613,158	31.6%
Other Income	$39,559	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$788,358	37.6%
Compensation of Officers*	$195,300	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$40,504,938
Total Liabilities	$10,236,793
Net Assets	$30,268,145

Compensation

Key Employees and Officers	Compensation	Other
Brian Paschal (Executive Director)	$195,300	$0
Sarah K Hall (Employee)	$112,814	$0
Cindy Roecker (Employee)	$96,029	$0
Jeff C Thompson (Director Of Food & R)	$95,280	$0
Alicia J Warner (Employee)	$75,813	$0
Claire C Lemaster (Employee)	$72,612	$0
Kathy Taylor (Director)	$0	$0
Margaret Lobeck Pellegrini (Director)	$0	$0
Tom Kennedy (Director)	$0	$0
William E Lobeck Jr (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$1,062,019

Expenses

$2,425,437

Net Income

-$1,363,418

Net Assets

$30,421,160

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$67,011	6.3%
Interest Revenue	$0
Dividends	$1,015,617	95.6%
Sales of Assets	-$20,609
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,453,060	59.9%
Compensation of Officers*	$198,905	8.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$42,602,667
Total Liabilities	$12,181,507
Net Assets	$30,421,160

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth Frame Ellison (Executive Director)	$198,905	$0
Brian Paschal (Ceo)	$180,556	$0
Stephen L Faulkner (Employee)	$133,764	$0
Jeff C Thompson (Director Of Food & R)	$92,933	$0
Claire C Lemaster (Employee)	$67,651	$0
Sarah K Hall (Employee)	$61,332	$0
Kathy Taylor (Director)	$0	$0
Margaret Lobeck Pellegrini (Director)	$0	$0
Tom Kennedy (Director)	$0	$0
William E Lobeck Jr (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$3,978,683

Expenses

$3,536,242

Net Income

$442,441

Net Assets

$31,784,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$672	0.0%
Interest Revenue	$0
Dividends	$956,298	24.0%
Sales of Assets	$2,801,031	70.4%
Other Income	$219,052	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,466,139	69.7%
Compensation of Officers*	$143,907	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$41,813,193
Total Liabilities	$10,028,615
Net Assets	$31,784,578

Compensation

Key Employees and Officers	Compensation	Other
Brian Paschal (Ceo)	$153,550	$0
Meredith L Peebles (Coo)	$146,055	$0
Elizabeth Frame Ellison (Executive Director)	$143,907	$0
Jeff C Thompson (Director Of Food & R)	$91,358	$0
Shakira D Brauchie (Director Of Finance&)	$84,069	$0
Rachel R Reagan (Program Director)	$73,628	$0
Kathy Taylor (Director)	$0	$0
Margaret Lobeck Pellegrini (Director)	$0	$0
Tom Kennedy (Director)	$0	$0
William E Lobeck Jr (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$6,017,073

Expenses

$3,637,695

Net Income

$2,379,378

Net Assets

$31,241,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$42,560	0.7%
Interest Revenue	$0
Dividends	$857,297	14.2%
Sales of Assets	$5,117,095	85.0%
Other Income	$121	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,890,389	79.5%
Compensation of Officers*	$188,642	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,708,480
Total Liabilities	$6,466,904
Net Assets	$31,241,576

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth Frame Ellison (Executive Director)	$188,642	$0
Meredith L Peebles (Coo)	$150,810	$0
Jeff C Thompson (Director Of Food & R)	$90,236	$0
Shakira D Brauchie (Director Of Finance&)	$83,402	$0
Rachel R Regan (Program Director)	$66,903	$0
Samantha J Extance (Placemaking Manager)	$63,624	$0
Kathy Taylor (Director)	$0	$0
Margaret Lobeck Pellegrini (Director)	$0	$0
Tom Kennedy (Director)	$0	$0
William E Lobeck Jr (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$2,047,384

Expenses

$2,839,306

Net Income

-$791,922

Net Assets

$26,380,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$898	0.0%
Interest Revenue	$0
Dividends	$934,315	45.6%
Sales of Assets	$1,112,171	54.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,159,193	76.0%
Compensation of Officers*	$195,600	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$31,455,113
Total Liabilities	$5,074,641
Net Assets	$26,380,472

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth Frame Ellison (Executive Director)	$195,600	$0
Meredith L Peebles (Coo)	$126,542	$0
Ashley M Bogan (Manager)	$97,071	$0
Jeff C Thompson (Manager)	$91,542	$0
Shakira D Brauchie (Manager)	$68,658	$0
Robert D Wing (Manager)	$64,458	$0
William E Lobeck Jr (Director)	$0	$0
Kathy Taylor (Director)	$0	$0
Margaret Lobeck Pellegrini (Director)	$0	$0
Tom Kennedy (Director)	$0	$0

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990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$1,611,986

Expenses

$7,247,022

Net Income

-$5,635,036

Net Assets

$27,121,333

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$44,997	2.8%
Interest Revenue	$0
Dividends	$954,649	59.2%
Sales of Assets	$610,995	37.9%
Other Income	$1,345	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,710,209	92.6%
Compensation of Officers*	$188,100	2.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,114,738
Total Liabilities	$4,993,405
Net Assets	$27,121,333

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth Frame Ellison (Executive Director)	$188,100	$0
Meredith L Peebles (Coo)	$97,041	$0
Ashley M Van Horne (Manager)	$72,267	$0
Adele C Weaver (Manager)	$67,892	$0
Jeffrey C Thompson (Manager)	$60,115	$0
Natalie K Deuschle (Manager)	$53,692	$0
William E Lobeck Jr (Director)	$0	$0
Kathy Taylor (Director)	$0	$0
Margaret Lobeck Pellegrini (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2019

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$1,459,916

Expenses

$2,285,432

Net Income

-$825,516

Net Assets

$32,668,891

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$45,735	3.1%
Interest Revenue	$0
Dividends	$894,893	61.3%
Sales of Assets	$504,332	34.5%
Other Income	$14,956	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,886,718	82.6%
Compensation of Officers*	$150,600	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,679,724
Total Liabilities	$10,833
Net Assets	$32,668,891

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth Frame Ellison (Executive Director)	$150,600	$0
Meredith L Peebles (Coo)	$77,636	$0
William E Lobeck Jr (Director)	$0	$0
Kathy Taylor Lobeck (Director)	$0	$0
Margaret Lobeck Pellegrini (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$804,769

Expenses

$1,848,018

Net Income

-$1,043,249

Net Assets

$33,173,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$718	0.1%
Interest Revenue	$0
Dividends	$825,891	> 100%
Sales of Assets	-$21,840
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,533,010	83.0%
Compensation of Officers*	$145,350	7.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,205,496
Total Liabilities	$31,858
Net Assets	$33,173,638

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth Frame Ellison (Executive Director)	$145,350	$0
Meredith Peebles (Coo)	$71,704	$0
William E Lobeck Jr (Director)	$0	$0
Kathy Taylor Lobeck (Director)	$0	$0
Margaret Lobeck Pellegrini (Director)	$0	$0

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990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$1,288,471

Expenses

$1,256,596

Net Income

$31,875

Net Assets

$33,865,133

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$901,140	69.9%
Sales of Assets	$371,106	28.8%
Other Income	$16,225	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$967,363	77.0%
Compensation of Officers*	$129,000	10.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,875,036
Total Liabilities	$9,903
Net Assets	$33,865,133

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth Frame Ellison (Executive Director)	$129,000	$0
William E Lobeck Jr (Director)	$0	$0
Kathy Taylor Lobeck (Director)	$0	$0
Margaret Lobeck Pellegrini (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$10,237,862

Expenses

$2,814,442

Net Income

$7,423,420

Net Assets

$33,635,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$967,862	9.5%
Sales of Assets	$9,242,809	90.3%
Other Income	$27,191	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,484,119	88.3%
Compensation of Officers*	$115,500	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$33,635,272
Total Liabilities	$0
Net Assets	$33,635,272

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$2,345,443

Expenses

$1,442,049

Net Income

$903,394

Net Assets

$24,538,143

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$663,532	28.3%
Sales of Assets	$1,663,075	70.9%
Other Income	$18,836	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,202,547	83.4%
Compensation of Officers*	$95,000	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,555,071
Total Liabilities	$16,928
Net Assets	$24,538,143

Compensation

Key Employees and Officers	Compensation	Other
Elizabeth Frame Ellison (Executive Director)	$95,000	$0
William E Lobeck Jr (Director)	$0	$0
Kathy Taylor Lobeck (Director)	$0	$0
Margaret Lobeck Pellegrini (Director)	$0	$0

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990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$3,130,373

Expenses

$2,121,466

Net Income

$1,008,907

Net Assets

$23,394,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$650,854	20.8%
Sales of Assets	$2,479,519	79.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,911,218	90.1%
Compensation of Officers*	$95,000	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,394,156
Total Liabilities	$0
Net Assets	$23,394,156

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$8,607,514

Expenses

$926,309

Net Income

$7,681,205

Net Assets

$21,008,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$675,238	7.8%
Sales of Assets	$7,927,164	92.1%
Other Income	$5,112	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$585,661	63.2%
Compensation of Officers*	$90,000	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,027,600
Total Liabilities	$19,170
Net Assets	$21,008,430

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Lobeck Taylor Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $5.55M (2024)

Expenses $1.93M (2024)

Total Assets $38.2M (2024)

Total Liabilities $5.12M (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$5.55M (2024)

Expenses

$1.93M (2024)

Total Assets

$38.2M (2024)

Total Liabilities

$5.12M (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001