Loretta Shaver Irrev Tr 0220-0001001

TULSA, OK EIN: 86-6790803

Loretta Shaver Irrev Tr 0220-0001001 is a private foundation, based in TULSA, OK. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $656K in total assets. In 2024, it awarded 1 grants totaling $21K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$656K

-0.9% YoY

Annual Giving

$21K

-92.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$21K

-92.6% YoY

Under IRS private-foundation payout rules, Loretta Shaver Irrev Tr 0220-0001001 reported a distributable amount of $34K for 2024 — the minimum it must pay out in qualifying distributions.

About Loretta Shaver Irrev Tr 0220-0001001

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oklahoma $660K (100%)

States

Oklahoma

Cities

Oklahoma City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$655,918	$661,855	$1,042,323
Revenue	$25,366	$-86,360	$54,244
Expenses	$31,339	$293,856	$254,606
Qualifying Distributions	$24,231	$283,411	$228,823
Net Investment Income	$17,807	$13,454	$58,689
Distributable Amount	$34,328	$42,093	$52,523

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include World Neighbors Inc ($20,523).

Recipient	Purpose	Amount
WORLD NEIGHBORS INC OKLAHOMA CITY, OK	SUPPORT	$20,523

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Loretta Shaver Irrev Tr 0220-0001001?

As of 2024, Loretta Shaver Irrev Tr 0220-0001001 holds $656K in total assets with $25K in annual revenue. It awarded 1 grants totaling $21K in 2024.

Where does Loretta Shaver Irrev Tr 0220-0001001 operate?

Loretta Shaver Irrev Tr 0220-0001001 has awarded grants in Oklahoma.

What size grants does Loretta Shaver Irrev Tr 0220-0001001 award?

In 2024, Loretta Shaver Irrev Tr 0220-0001001 awarded 1 grants totaling $21K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is Loretta Shaver Irrev Tr 0220-0001001 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Loretta Shaver Irrev Tr 0220-0001001 reported a distributable amount of $34K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Loretta Shaver Irrev Tr 0220-0001001's EIN?

Loretta Shaver Irrev Tr 0220-0001001's EIN (Employer Identification Number) is 86-6790803. IRS Form 990 filing data is available on this page for 2021–2024.