Form 990 for tax year 2023

Filed by CHICKASAW FOUNDATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 9 August 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue: $2,059,504
Total expenses: $765,802
Contributions and grants received: $1,475,258
Grants paid: $164,567
Program service revenue: $0
Investment income: $584,246
Other revenue: $0
Total assets, end of year: $23,034,848
Total liabilities, end of year: $0
Net assets or fund balances, end of year: $23,034,848
Program services expenses (Part IX): $368,034
Management and general expenses: $331,646
Fundraising expenses: $66,122
Program service expenses (Part III): $368,034

Program services were 48.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$33,130
1d · Related organizations

$0
1e · Government grants (contributions)

$750,000
1f · All other contributions, gifts and grants

$692,128
1g · Noncash contributions included above

$0
3 · Investment income

total $584,246 · related or exempt $0 · unrelated business $0 · excluded $584,246
4 · Income from investment of tax-exempt bond proceeds

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
5 · Royalties

total $0 · related or exempt $0 · unrelated business $0 · excluded $0
6c · Rental income or loss

real property $0 · personal property $0
7c · Gain or loss

securities $0 · other assets $0
8a · Fundraising events: contributions included on line 1c

$33,130
11e · Other revenue, total

$0

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $164,567 · program services $164,567
11a · Fees: management

total $441,166 · program services $141,343 · management and general $242,926 · fundraising $56,897
11c · Fees: accounting

total $32,495 · management and general $32,495
13 · Office expenses

total $54,167 · management and general $44,942 · fundraising $9,225
14 · Information technology

total $3,068 · management and general $3,068
16 · Occupancy

total $349 · management and general $349
17 · Travel

total $6,474 · management and general $6,474
23 · Insurance

total $1,392 · management and general $1,392
24a · Other expenses: general activities

total $62,124 · program services $62,124 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

2 · Savings and temporary cash investments

beginning of year $2,415,395 · end of year $3,385,707
11 · Investments: publicly traded securities

beginning of year $17,452,985 · end of year $19,615,041
15 · Other assets

beginning of year $34,100 · end of year $34,100
27 · Net assets without donor restrictions

beginning of year $534,304 · end of year $800,150
28 · Net assets with donor restrictions

beginning of year $19,368,176 · end of year $22,234,698

Mission and programs · 2023

Mission

To promote the general welfare & culture of the Chickasaw people by supporting educational, health, historical and community activities and programs.

Activities or mission (Part I)

To promote the general welfare and culture of the Chickasaw people by supporting educational, health, historical and community activities and programs.

Withheld by Nonprofiteer: this text may name a private individual.

Expenses $220,264
The Disaster Relief & Recovery Fund was set up to help Chickasaw citizens and Chickasaw Nation employees who are affected by natural disasters.

Expenses $37,316
General activities that help support the general welfare and culture of the citizens of the Chickasaw Nation.

Expenses $110,454

As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

Jalinda Kelley

Trustee

Total calculated

$0

Hours/week

2
Jerry D Jones

Treasurer

Total calculated

$0

Hours/week

8
Matthew Chesnut

Secretary

Total calculated

$0

Hours/week

4
John E Fryrear

Vice chairman

Total calculated

$0

Hours/week

4
Jay Keel

Immediate Past Chair

Total calculated

$0

Hours/week

2
Jenny Trett

Trustee

Total calculated

$0

Hours/week

2
Debra Gee

Trustee

Total calculated

$0

Hours/week

2
Wayne Scribner

Trustee

Total calculated

$0

Hours/week

2
Leta Burwell

Chairman

Total calculated

$0

Hours/week

8
Joshua Bess

Trustee

Total calculated

$0

Hours/week

2
Nicole Schulz

Trustee

Total calculated

$0

Hours/week

2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type: form_990
Tax year: 2023
Filed: 6 May 2024
IRS schema version: 2023v5.0
Source object: 202431349349302038

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