2023-05-11T16:06:04-05:00 2022-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2021-07-01 470969102 VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC VOGT 4052355603 PO BOX 1146 OKLAHOMA CITY OK 731011146 CATHY LIPPARD TREASURER 4052355603 2023-05-08 1 CATHY LIPPARD 999009999 STEVEN TALBOT P01695427 5058787200 2023-05-09 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z CATHY LIPPARD PO BOX 1146 OKLAHOMA CITY OK 731011146 345297 0 X N/A X 2014 OK SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC. 3 2 0 2 0 0 0 0 0 0 59726 49030 0 0 59726 49030 100000 0 0 0 0 0 0 0 872 11435 11078 111435 11078 -51709 37952 2770415 2418350 5000 0 2765415 2418350 SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC. 0 0 0 0 0 DISTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE, SCIENTIFIC, LITERACY, EDUCATIONAL AND PUBLIC SERVICE ORGANIZATIONS TO IMPROVE COMMUNITY AND QUALITY OF LIFE IN OKLAHOMA. 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X OKC COMMUNITY FOUNDATION INC 4052355603 PO BOX 1146 OKLAHOMA CITY OK 731011146 NANCY B ANTHONY SECRETARY/TREASURER (THRU 6/30/22) 0.25 49.75 X X 0 365719 64153 JUSTIN VOGT JR TRUSTEE 0.50 0.00 X 0 0 0 KATHY FRANKENFIELD TRUSTEE 0.50 0.00 X 0 0 0 0 365719 64153 0 0 1 0 0 23804 23804 321493 296267 25226 25226 25226 49030 0 0 49030 8464 7592 872 2614 2614 11078 0 10206 872 0 6434 2769361 2411916 1054 0 2770415 2418350 5000 0 5000 0 X 100000 225767 2665415 2192583 2765415 2418350 2770415 2418350 37952 -385017 0 X X 0 1 X 1 0 X X X 1 OKC COMMUNITY FOUNDATION INC 237024262 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 2765415 -338601 0 8464 2418350 2252730 624120 100000 11435 2765415 2300294 63018 100000 10582 2252730 2239160 172236 100000 11102 2300294 2180411 171196 100000 12447 2239160 0.09340 0.90660 0 0 0 X PART V, LINE 4: THE ENDOWMENT IS USED TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION IN PERPETUITY. PART X, LINE 2: OKLAHOMA CITY COMMUNITY FOUNDATION AND ITS SUPPORTING ORGANIZATIONS ARE TAX-EXEMPT ORGANIZATIONS AND ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT ON UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE), AND HAVE BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE LIMITED LIABILITY COMPANIES ARE PASS-THROUGH ENTITIES FOR TAX PURPOSES. UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ASC PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING OCCF AND ITS SUPPORTING ORGANIZATIONS' TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THAT THERE WERE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. 0 0 0 0 0 0 0 0 0 NANCY B ANTHONY SECRETARY/TREASURER (THRU 6/30/22) 0 363865 0 0 0 1854 0 56350 0 7803 0 429872 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PUBLIC MEMBERS, WHICH CONSIST OF TRUSTEES FROM THE OKLAHOMA CITY COMMUNITY FOUNDATION, AND DONOR MEMBERS. THE PUBLIC MEMBERS ARE A MAJORITY OF THE MEMBERS, MAKING THE OKLAHOMA CITY COMMUNITY FOUNDATION THE CONTROLLING ENTITY OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE PUBLIC MEMBERS ARE ENTITLED TO ELECT TWO TRUSTEES; THE DONOR MEMBERS ARE ENTITLED TO ELECT ONE TRUSTEE. AS THE CONTROLLING ENTITY OF THE ORGANIZATION, THE OKLAHOMA CITY COMMUNITY FOUNDATION HAS THE POWER TO ELECT AND/OR APPOINT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE STAFF OF THE OKC COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION. THE RETURN IS E-MAILED TO ALL TRUSTEES PRIOR TO FILING FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED, DISCUSSED AND SIGNED BY EACH TRUSTEE AT THE ANNUAL TRUSTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 WHILE THIS ORGANIZATION DOESN'T FOLLOW THIS PROCESS SINCE IT DOESN'T HAVE ANY DIRECT EMPLOYEES, THE OKLAHOMA CITY COMMUNITY FOUNDATION, WHICH HAS AN ECONOMIC INTEREST AND CONTROLS THE SUPPORTING ORGANIZATION'S BOARD OF TRUSTEES, DOES FOLLOW THIS PROCESS FOR ITS PERSONNEL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ALBERS FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 260703109 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 ALLIED ARTS FOUNDATION AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731483619 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 BOB & NANCY ANTHONY FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731574817 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 CHRISTIAN KEESEE CHARITABLE FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 204459575 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COMMUNITY RESOURCES OIL & GAS PO BOX 1146 OKLAHOMA CITY OK 731011146 731608889 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COMMUNITY RESOURCES REAL ESTATE PO BOX 1146 OKLAHOMA CITY OK 731011146 731608887 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COWBOY HALL OF FAME AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731374647 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 DEER CREEK AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731461683 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 E PHIL & ROBERTA KIRSCHNER AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 364763764 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 HERITAGE HALL AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731506204 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 HOSPICE FOUNDATION OF OKLAHOMA AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731549817 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 JANICE & JOE L SINGER FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 320101644 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 JOHN & CLAUDIA HOLLIMAN AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731528946 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 JOHN KIRKPATRICK FUND FOR HISTORIC CULTURAL & CIVIC UNDERSTANDING AFFILIATE PO BOX 1146 OKLAHOMA CITY OK 731011146 731353370 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731355924 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 LAWTON COMMUNITY FOUNDATION AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731566026 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 LEADERSHIP OKLAHOMA CITY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731461684 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 LOVE FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731581477 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 MA EVERETT FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731520821 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 MALZAHN FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731405419 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 OKLAHOMA CITY ART MUSEUM AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731400397 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 OKLAHOMA CITY COMMUNITY FOUNDATION INC PO BOX 1146 OKLAHOMA CITY OK 731011146 237024262 CHARITABLE OK 501(C)(3) LINE 7 N/A 0 OKLAHOMA PHILHARMONIC AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731461680 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 RAYMOND H JR & BONNIE HEFNER FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731549818 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 ROBERT & BLANCHE GORDON FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731609200 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 RURAL OKLAHOMA COMMUNITY FOUNDATION INC AN AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731464051 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 THE SCIENCE MUSEUM OF OKLAHOMA AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731330516 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 PART II CLARIFICATION OF ONE RELATED ENTITY: JOHN KIRKPATRICK FUND FOR HISTORIC, CULTURAL AND CIVIC UNDERSTANDING AFFILIATED FUND OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC., EIN: 73-1353370, P.O. BOX 1146, OKLAHOMA CITY, OK, 73101-1146 - INCLUDED ON SCHEDULE R BUT ITS LONG NAME WOULD NOT ALLOW THE NAME, EIN, AND ADDRESS TO FIT IN THE SPACE PROVIDED.