Joe & Jean Palmer Endowment Fund

Duncan, OK
Tax-exempt since Oct. 2001
EIN: 73-1593688

Receive an email when new data is available for this organization.

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

$38.8k (2025)

Expenses

$24.5k (2025)

Total Assets

$308k (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 Feb.
2025

Revenue

$38,796

Expenses

$24,453

Net Income

$14,343

Net Assets

$308,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$33,228	85.6%
Interest Revenue	$0
Dividends	$4,632	11.9%
Sales of Assets	$936	2.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,051	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$308,482
Total Liabilities	$0
Net Assets	$308,482

Compensation

Key Employees and Officers	Compensation	Other
Matthew Holmes (President)	$0	$0
Brian Churchman (Secretary/Treasurer)	$0	$0

990-PF

Filed on Oct. 13, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2024

Revenue

$38,602

Expenses

$20,228

Net Income

$18,374

Net Assets

$288,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	77.7%
Interest Revenue	$0
Dividends	$7,546	19.5%
Sales of Assets	$1,056	2.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,810	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$288,187
Total Liabilities	$0
Net Assets	$288,187

Compensation

Key Employees and Officers	Compensation	Other
Matthew Holmes (President)	$0	$0
Brian Churchman (Secretary/Treasurer)	$0	$0

990-PF

Filed on Nov. 4, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2023

Revenue

$13,673

Expenses

$15,766

Net Income

-$2,093

Net Assets

$243,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,000	58.5%
Interest Revenue	$0
Dividends	$3,801	27.8%
Sales of Assets	$1,872	13.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,766	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$243,060
Total Liabilities	$0
Net Assets	$243,060

Compensation

Key Employees and Officers	Compensation	Other
Matthew Holmes (President)	$0	$0
Brian Churchman (Secretary/Treasurer)	$0	$0

990-PF

Filed on Aug. 22, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2022

Revenue

$37,410

Expenses

$20,777

Net Income

$16,633

Net Assets

$266,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,000	42.8%
Interest Revenue	$0
Dividends	$2,626	7.0%
Sales of Assets	$18,784	50.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,670	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$266,659
Total Liabilities	$0
Net Assets	$266,659

Compensation

Key Employees and Officers	Compensation	Other
Matthew Holmes (President)	$0	$0
Brian Churchman (Secretary/Treasurer)	$0	$0

990-PF

Filed on June 29, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2021

Revenue

$32,597

Expenses

$13,948

Net Income

$18,649

Net Assets

$264,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,250	62.1%
Interest Revenue	$0
Dividends	$4,894	15.0%
Sales of Assets	$7,453	22.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,000	93.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$264,802
Total Liabilities	$1
Net Assets	$264,801

Compensation

Key Employees and Officers	Compensation	Other
Matthew Holmes (President)	$0	$0
Brian Churchman (Secretary/Treasurer)	$0	$0

990-PF

Filed on July 1, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2020

Revenue

$25,684

Expenses

$19,488

Net Income

$6,196

Net Assets

$223,181

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,000	62.3%
Interest Revenue	$0
Dividends	$5,679	22.1%
Sales of Assets	$4,005	15.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,575	95.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$223,182
Total Liabilities	$1
Net Assets	$223,181

Compensation

Key Employees and Officers	Compensation	Other
Sam Wade (President)	$0	$0
Matthew Holmes (Vice President)	$0	$0
Brian Churchman (Secretary/Treasurer)	$0	$0

990-PF

Filed on July 15, 2020

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2019

Revenue

$19,668

Expenses

$9,892

Net Income

$9,776

Net Assets

$219,849

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,000	61.0%
Interest Revenue	$0
Dividends	$4,302	21.9%
Sales of Assets	$3,366	17.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,000	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$219,849
Total Liabilities	$0
Net Assets	$219,849

990-PF

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

PDF

Fiscal Year Ending Feb.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Feb.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Feb.
2016

Revenue

$3,249

Expenses

$9,834

Net Income

-$6,585

Net Assets

$185,478

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,249	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,750	89.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$185,478
Total Liabilities	$0
Net Assets	$185,478

990-PF

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

PDF

Fiscal Year Ending Feb.
2015

Revenue

$17,410

Expenses

$13,831

Net Income

$3,579

Net Assets

$208,459

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,000	80.4%
Interest Revenue	$0
Dividends	$3,410	19.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,000	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$208,459
Total Liabilities	$0
Net Assets	$208,459

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Feb.
2014

Revenue

$3,045

Expenses

$10,768

Net Income

-$7,723

Net Assets

$198,464

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,045	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	92.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$198,464
Total Liabilities	$0
Net Assets	$198,464

990-PF

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

PDF

Fiscal Year Ending Feb.
2013

Revenue

$4,036

Expenses

$10,754

Net Income

-$6,718

Net Assets

$187,616

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,036	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,754	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$187,616
Total Liabilities	$0
Net Assets	$187,616

990-PF

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

PDF

Fiscal Year Ending Feb.
2012

Revenue

$4,818

Expenses

$18,581

Net Income

-$13,763

Net Assets

$187,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,818	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,581	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$187,280
Total Liabilities	$0
Net Assets	$187,280

990-PF

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

PDF

Fiscal Year Ending Feb.
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Feb.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Feb.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Feb.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Feb.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Feb.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Feb.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Feb.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Feb.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Feb.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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Updated March 23, 2026

Joe & Jean Palmer Endowment Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $38.8k (2025)

Expenses $24.5k (2025)

Total Assets $308k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Feb. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2012

Extracted Financial Data

Revenue

$38.8k (2025)

Expenses

$24.5k (2025)

Total Assets

$308k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Feb.
2025

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008

Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
2006

Fiscal Year Ending Feb.
2005

Fiscal Year Ending Feb.
2004

Fiscal Year Ending Feb.
2003

Fiscal Year Ending Feb.
2002