Civic Intelligence

Busey Family Foundation

EIN 33-2294434 • Nichols Hills, OK

Pub. 78 Eligible
1801 Drury LaneNichols Hills, OK 73116-5311
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

$991,241

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$991,241

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue44th percentileNet Margin99th percentile

Revenue

$991,241

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$991,241

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2024: $991,241Liabilities 2024: $0Net Assets 2024: $991,2412024

Highlighted filing

2024

Assets$991,241
Liabilities$0
Net Assets$991,241
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0Revenue 2024: $991,241Expenses 2024: $0Net Income 2024: $991,2412024

Highlighted filing

2024

Revenue$991,241
Expenses$0
Net Income$991,241
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$991,241
Liabilities
$0
Net assets
$991,241
Revenue
$991,241
Expenses
$0
Net income
$991,241
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.91$0.00$9.91$9.91$0.00$9.91
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 10, 2024 to Dec 31, 2024
Signed
Jun 4, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHIL G BUSEY SRTrustee-$0--
CATHERINE J BUSEYTrustee-$0--
PHIL G BUSEY JRTrustee-$0--
BRIAN M BUSEYTrustee-$0--
EMILY C BUSEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Busey Family Foundation
EIN
33-2294434
Phone
4057217776
Address
1801 DRURY LANE, NICHOLS HILLS, OK 73116-5311

Signing Officer

Name
Catherine J Busey
Title
Trustee
Phone
4057217776
Signed
2025-06-04
Discuss with paid preparer
Yes

Preparer

Firm
Hogantaylor Llp
Address
1225 N BROADWAY AVENUE SUITE 200, OKLAHOMA CITY, OK 73103
Preparer
Ashley M Fogle
Phone
4058482020
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62208 SHS NUTRIEN LTD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6461 SHS PEPSICO INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6584 SHS PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66159 SHS POLARIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6727 SHS POOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6855 SHS PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69204 SHS RELX PLC ADR SPON
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72136 SHS SCOTTS MIRACLE-GRO CO CLASS A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73107 SHS SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7427 SHS SHERWIN WILLIAMS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7569 SHS SITEONE LANDSCAPE SUPPLY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76441 SHS SONY GROUP CORP NEW ADR AMERN SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77107 SHS STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78269 SHS SUNCOR ENERGY INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79121 SHS SYSCO CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8047 SHS TAIWAN SEMICONDUCTOR MFG CO LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8171 SHS TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8220 SHS TELEDYNE TECHNOLOGIES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm832,287 SHS TELEPHONICA S A SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8473 SHS TERADYNE INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8550 SHS TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8652 SHS TOYOTA MTR CORP ADR NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8725 SHS TRANE TECHNOLOGIES PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88311 SHS UBS GROUP AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89162 SHS UNILEVER PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9074 SHS UNITED PARCETL SERVICE-B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9119 SHS UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92193 SHS US BANCORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9350 SHS VAIL RESORTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9479 SHS VALERO ENERGY CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95232 SHS VERIZON COMMUNICATIONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9645 SHS WASTE MGMT INC DEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9799 SHS WEC ENERGY GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98138 SHS XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9972 SHS 3M CO
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt053
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt011826
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt011880
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt011880
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0634961
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0979361
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt053
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0991241
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0991187
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt011826
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0635015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0635015
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0991241
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0356226
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0634961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0634961
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0991187
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02938
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt08827
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt053
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IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt053
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0929875
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0928392
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt061313
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0991241
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IRS990PF/InitialReturnInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt012313
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0977392
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt014846
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt053

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