Joe And Jean Holliman Family Foundation

Tulsa, OK
Tax-exempt since March 1947
EIN: 73-6092860

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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.

Revenue

$2.09k (2023)

Expenses

$2.33M (2023)

Total Assets

$0 (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Revenue

$2,086

Expenses

$2,330,135

Net Income

-$2,328,049

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$943	45.2%
Dividends	$0
Sales of Assets	$0
Other Income	$1,143	54.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,321,710	99.6%
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	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Joanna H Potts (Director)	$0	$0
Joseph B Potts (President)	$0	$0

990-PF

Filed on May 2, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,660

Expenses

$6,736

Net Income

-$5,076

Net Assets

$2,328,049

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$486	29.3%
Dividends	$1,174	70.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	74.2%
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	$2,328,049
Total Liabilities	$0
Net Assets	$2,328,049

Compensation

Key Employees and Officers	Compensation	Other
Joanna H Potts (Director)	$0	$0
Lesley S Becker (Vice President)	$0	$0
Joseph B Potts (President)	$0	$0

990-PF

Filed on Oct. 26, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$247

Expenses

$87,250

Net Income

-$87,003

Net Assets

$2,333,125

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	2.8%
Dividends	$240	97.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,000	97.4%
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	$2,333,125
Total Liabilities	$0
Net Assets	$2,333,125

Compensation

Key Employees and Officers	Compensation	Other
Joanna H Potts (Director)	$0	$0
Lesley S Becker (Vice President)	$0	$0
Joseph B Potts (President)	$0	$0

990-PF

Filed on Sept. 7, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$5,670

Expenses

$211,565

Net Income

-$205,895

Net Assets

$2,420,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.2%
Dividends	$5,659	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$207,678	98.2%
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	$2,420,128
Total Liabilities	$1
Net Assets	$2,420,127

Compensation

Key Employees and Officers	Compensation	Other
John H Holliman (Director)	$0	$0
Janice H Stanfield (Vice President)	$0	$0
Joanna H Potts (President)	$0	$0

990-PF

Filed on Oct. 29, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$78,332

Expenses

$87,599

Net Income

-$9,267

Net Assets

$2,626,022

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$150	0.2%
Dividends	$44,050	56.2%
Sales of Assets	$0
Other Income	$34,132	43.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,000	97.0%
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	$2,626,023
Total Liabilities	$1
Net Assets	$2,626,022

Compensation

Key Employees and Officers	Compensation	Other
John H Holliman (Director)	$0	$0
Janice H Stanfield (Vice President)	$0	$0
Joanna H Potts (President)	$0	$0

990-PF

Filed on July 14, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$34,673

Expenses

$591,860

Net Income

-$557,187

Net Assets

$2,635,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$516	1.5%
Dividends	$34,157	98.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$520,000	87.9%
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	$2,635,290
Total Liabilities	$0
Net Assets	$2,635,290

Compensation

Key Employees and Officers	Compensation	Other
John H Holliman (Director)	$0	$0
Janice H Stanfield (Vice President)	$0	$0
Joanna H Potts (President)	$0	$0

990-PF

Filed on July 29, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$3,650,029

Expenses

$3,021,249

Net Income

$628,780

Net Assets

$3,192,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$409	0.0%
Dividends	$84,900	2.3%
Sales of Assets	$3,564,720	97.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,012,000	99.7%
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	$3,192,477
Total Liabilities	$0
Net Assets	$3,192,477

Compensation

Key Employees and Officers	Compensation	Other
John H Holliman (Director)	$0	$0
Janice H Stanfield (Vice President)	$0	$0
Joanna H Potts (President)	$0	$0

990-PF

Filed on July 17, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$202,857

Expenses

$225,723

Net Income

-$22,866

Net Assets

$2,563,697

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$126,700	62.5%
Sales of Assets	$76,149	37.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$216,250	95.8%
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	$2,563,697
Total Liabilities	$0
Net Assets	$2,563,697

Compensation

Key Employees and Officers	Compensation	Other
John H Holliman (Director)	$0	$0
Janice H Stanfield (Vice President)	$0	$0
Joanna H Potts (President)	$0	$0

990-PF

Filed on Nov. 14, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$283,351

Expenses

$451,642

Net Income

-$168,291

Net Assets

$2,586,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$126,382	44.6%
Sales of Assets	$156,961	55.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$433,350	95.9%
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	$2,586,563
Total Liabilities	$0
Net Assets	$2,586,563

Compensation

Key Employees and Officers	Compensation	Other
John H Holliman (Director)	$0	$0
Janice H Stanfield (Vice President)	$0	$0
Joanna H Potts (President)	$0	$0

990-PF

Filed on Nov. 14, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$578,170

Expenses

$284,188

Net Income

$293,982

Net Assets

$2,754,854

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$126,484	21.9%
Sales of Assets	$451,682	78.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$252,250	88.8%
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	$2,754,854
Total Liabilities	$0
Net Assets	$2,754,854

Compensation

Key Employees and Officers	Compensation	Other
Jean F Holliman (President)	$0	$0
John H Holliman (Director)	$0	$0
Janice H Stanfield (Vice President)	$0	$0
Joanna H Potts (Vp, Sec, Treas)	$0	$0

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990-PF

Filed on May 14, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$621,773

Expenses

$211,296

Net Income

$410,477

Net Assets

$2,460,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$114,881	18.5%
Sales of Assets	$506,892	81.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,000	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	$2,460,872
Total Liabilities	$0
Net Assets	$2,460,872

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$993,592

Expenses

$932,865

Net Income

$60,727

Net Assets

$2,050,395

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$698,015	70.3%
Interest Revenue	$0
Dividends	$115,154	11.6%
Sales of Assets	$180,423	18.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$923,000	98.9%
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	$2,050,395
Total Liabilities	$0
Net Assets	$2,050,395

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$131,926

Expenses

$136,644

Net Income

-$4,718

Net Assets

$1,989,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,571	74.7%
Sales of Assets	$33,355	25.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,350	95.4%
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	$1,989,668
Total Liabilities	$0
Net Assets	$1,989,668

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

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Updated January 26, 2026

Joe And Jean Holliman Family Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.09k (2023)

Expenses $2.33M (2023)

Total Assets $0 (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$2.09k (2023)

Expenses

$2.33M (2023)

Total Assets

$0 (2023)

Total Liabilities

$0 (2023)

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