Bailey Family Memorial Trust 10964

Tulsa, OK
Tax-exempt since Jan. 1984
EIN: 73-6210018

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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.

Donations to this organization are tax deductible.

Revenue

$90.6k (2025)

Expenses

$104k (2025)

Total Assets

$1.75M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 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 Aug.
2025

Revenue

$90,582

Expenses

$103,703

Net Income

-$13,121

Net Assets

$1,746,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,562	63.5%
Sales of Assets	$33,020	36.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,964	88.7%
Compensation of Officers*	$22,872	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,746,671
Total Liabilities	$0
Net Assets	$1,746,671

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Oklahoma N A (Trustee)	$22,872	$0

990-PF

Filed on Jan. 13, 2026

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2024

Revenue

$27,869

Expenses

$77,128

Net Income

-$49,259

Net Assets

$1,752,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,040	> 100%
Sales of Assets	-$24,457
Other Income	$286	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,106	87.0%
Compensation of Officers*	$21,636	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,752,741
Total Liabilities	$0
Net Assets	$1,752,741

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Oklahoma N A (Trustee)	$21,636	$0

990-PF

Filed on Jan. 15, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$5,940

Expenses

$125,042

Net Income

-$119,102

Net Assets

$1,798,425

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,728	> 100%
Sales of Assets	-$43,278
Other Income	$1,490	25.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,075	92.0%
Compensation of Officers*	$21,081	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,798,425
Total Liabilities	$0
Net Assets	$1,798,425

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Oklahoma N A (Trustee)	$21,081	$0

990-PF

Filed on Jan. 12, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2022

Revenue

$71,806

Expenses

$80,579

Net Income

-$8,773

Net Assets

$1,921,375

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,747	51.2%
Sales of Assets	$35,059	48.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,762	87.8%
Compensation of Officers*	$23,514	29.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,921,375
Total Liabilities	$0
Net Assets	$1,921,375

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Oklahoma N A (Trustee)	$23,514	$0

990-PF

Filed on Jan. 11, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2021

Revenue

$158,242

Expenses

$112,692

Net Income

$45,550

Net Assets

$1,932,739

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,396	29.3%
Sales of Assets	$111,846	70.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,991	91.4%
Compensation of Officers*	$23,841	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,932,739
Total Liabilities	$0
Net Assets	$1,932,739

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Oklahoma N A (Trustee)	$23,841	$0

990-PF

Filed on Jan. 12, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2020

Revenue

$93,468

Expenses

$78,425

Net Income

$15,043

Net Assets

$1,888,369

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,704	48.9%
Sales of Assets	$47,764	51.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,246	88.3%
Compensation of Officers*	$21,929	28.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,888,370
Total Liabilities	$1
Net Assets	$1,888,369

Compensation

Key Employees and Officers	Compensation	Other
Bank Of Oklahoma N A (Trustee)	$21,929	$0

990-PF

Filed on Jan. 14, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2019

Revenue

$93,552

Expenses

$124,136

Net Income

-$30,584

Net Assets

$1,872,588

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,781	51.1%
Sales of Assets	$45,771	48.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,796	92.5%
Compensation of Officers*	$21,948	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,872,588
Total Liabilities	$0
Net Assets	$1,872,588

990-PF

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

PDF

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
2016

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 2)

Fiscal Year Ending Aug.
2015

Revenue

$125,991

Expenses

$141,423

Net Income

-$15,432

Net Assets

$1,819,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,463	40.8%
Sales of Assets	$74,528	59.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,287	93.5%
Compensation of Officers*	$22,387	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,819,337
Total Liabilities	$0
Net Assets	$1,819,337

990-PF

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

PDF

Fiscal Year Ending Aug.
2014

Revenue

$94,737

Expenses

$124,348

Net Income

-$29,611

Net Assets

$1,849,584

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,754	43.0%
Sales of Assets	$53,983	57.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,288	92.7%
Compensation of Officers*	$22,448	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,849,584
Total Liabilities	$0
Net Assets	$1,849,584

990-PF

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

PDF

Fiscal Year Ending Aug.
2013

Revenue

$55,936

Expenses

$95,150

Net Income

-$39,214

Net Assets

$1,880,693

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,876	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,384	90.8%
Compensation of Officers*	$21,608	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,880,693
Total Liabilities	$0
Net Assets	$1,880,693

990-PF

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

PDF

Fiscal Year Ending Aug.
2012

Revenue

$27,696

Expenses

$105,766

Net Income

-$78,070

Net Assets

$1,920,946

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,295	> 100%
Sales of Assets	$0
Other Income	$153	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,252	92.0%
Compensation of Officers*	$21,021	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,920,946
Total Liabilities	$0
Net Assets	$1,920,946

990-PF

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

PDF

Fiscal Year Ending Aug.
2011

Revenue

$172,436

Expenses

$161,152

Net Income

$11,284

Net Assets

$1,999,801

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,934	34.8%
Sales of Assets	$112,425	65.2%
Other Income	$77	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,164	94.4%
Compensation of Officers*	$22,133	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,999,801
Total Liabilities	$0
Net Assets	$1,999,801

990-PF

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

PDF

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 2)

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
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 Aug.
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

Fiscal Year Ending Aug.
2001

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 2)

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.

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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.

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Updated March 23, 2026

Bailey Family Memorial Trust 10964

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $90.6k (2025)

Expenses $104k (2025)

Total Assets $1.75M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Aug. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$90.6k (2025)

Expenses

$104k (2025)

Total Assets

$1.75M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Aug.
2025

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001