OCONNOR FAMILY FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: OCONNOR FAMILY FOUNDATION (EIN 73-1498250)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-08
IRS object ID: 202303129349304630
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-08T17:34:17-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	870875553	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HERITAGE CPAS PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5749 NW 132ND ST	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73142	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	731498250	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	O'CONNOR FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	OCON	BusinessNameControlTxt
Phone	4058424644	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	824 NW 72ND STREET	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73116	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM JOSEPH O'CONNOR	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	4058424644	PhoneNum
Signature	2023-11-07	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	WILLIAM	PersonFirstNm
Person Last	OCONNOR	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEFFREY J BOWSER	PreparerPersonNm
PTIN	P00517676	PTIN
Phone	4058038088	PhoneNum
Preparation	2023-11-06	PreparationDt

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

Field	Value	IRS element (for citing)
Business Name Line1	O'CONNOR FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Principal Officer	WILLIAM JOSEPH O'CONNOR	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	331 NE 70TH STREET	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	731051204	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$809,262	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1996	FormationYr
Legal Domicile State	OK	LegalDomicileStateCd
Activity Or Mission	THE CORPORATION IS DESIGNED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES - SPECIFICALLY, THE COPORATION IS ORGANIZED TO MAINTAIN A FUND SOLELY FOR THOSE PURPOSES.	ActivityOrMissionDesc
Voting Members Governing Body	7	VotingMembersGoverningBodyCnt
Voting Members Independent	5	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$229,108	PYInvestmentIncomeAmt
CY Investment Income	$50,129	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$229,108	PYTotalRevenueAmt
CY Total Revenue	$50,129	CYTotalRevenueAmt
PY Grants And Similar Paid	$91,550	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$89,850	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$47,106	PYOtherExpensesAmt
CY Other Expenses	$46,117	CYOtherExpensesAmt
PY Total Expenses	$138,656	PYTotalExpensesAmt
CY Total Expenses	$135,967	CYTotalExpensesAmt
PY Revenues Less Expenses	$90,452	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$85,838	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,922,585	TotalAssetsBOYAmt
Total Assets EOY	$1,836,747	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,922,585	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,836,747	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE CORPORATION IS DESIGNED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES AND SHALL NOT AFFORD PECUNIARY GAIN, INCIDENTALLY OR OTHERWISE, TO ITS MEMBERS AS SUCH. SPECIFICALLY, THE CORPORATION IS ORGANIZED TO RECEIVE OR MAINTAIN A FUND OR FUNDS AND TO ADMINISTER AND APPLY THE INCOME AND PRINCIPAL THEREOF, SOLELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT ARE DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME, OR SUCCESSOR PROVISION THERETO(THE "CODE"), AND ARE EXEMPT FROM TAXATION UNDER 501(A) OF THE CODE, AND TO QUALIFY AT ALL TIMES AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) OF THE CODE BY REASON OF BEING OPERATED, SUPERVISED, OR CONTROLLED BY THE CORPORATION'S PUBLICLY SUPPORTED ORGANIZATION MEMBERS.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$121,463	ExpenseAmt
Grant	$89,850	GrantAmt
Desc	SEE ORGANIZATION'S MISSION STATEMENT.	Desc
Total Program Service Expenses	$121,463	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	false	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	false	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	7	GoverningBodyVotingMembersCnt
Independent Voting Member	5	IndependentVotingMemberCnt
Family Or Business Rln	Yes (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	WILLIAM JOSEPH O'CONNOR	PersonNm
Phone	4058424644	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	824 NW 72ND STREET	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73116	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (3 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
KIMARA O' CONNOR
DIRECTOR	1.00	Yes (X)	Yes (X)	$0	$0	$0
MARY C O'CONNOR
DIRECTOR	1.00	Yes (X)	Yes (X)	$0	$0	$0
WILLIAM JOSEPH O'CONNOR
DIRECTOR	1.00	Yes (X)	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$54,102	TotalRevenueColumnAmt
Related Or Exempt Func Income	$54,102	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$755,160	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$759,133	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$3,973	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$3,973	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$3,973	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$50,129	TotalRevenueColumnAmt
Related Or Exempt Func Income	$50,129	RelatedOrExemptFuncIncomeAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$89,850	TotalAmt
Program Services	$89,850	ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$29,007	TotalAmt
Program Services	$14,503	ProgramServicesAmt
Management And General	$14,504	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,700	TotalAmt
Program Services	$1,700	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$15,410	TotalAmt
Program Services	$15,410	ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$135,967	TotalAmt
Program Services	$121,463	ProgramServicesAmt
Management And General	$14,504	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$121,932	BOYAmt
EOY	$35,605	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$1,650,653	BOYAmt
EOY	$1,801,142	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$150,000	BOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,922,585	BOYAmt
EOY	$1,836,747	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$1,675,779	BOYAmt
EOY	$1,675,779	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$246,806	BOYAmt
EOY	$160,968	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,922,585	BOYAmt
EOY	$1,836,747	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,922,585	BOYAmt
EOY	$1,836,747	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$85,838	ReconcilationRevenueExpnssAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Non Func	Yes (X)	SupportingOrgType3NonFuncInd
Supported Organizations	22	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (22 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
ALLIED ARTS
730804291	7	Yes (true)	$2,500	$0
ARCHDIOCESE OF OKC
730632924	1	Yes (true)	$12,500	$0
ARTSUP
843677710	7	Yes (true)	$5,000	$0
BISHOP MCGUINNESS SCHOOL
730642613	2	Yes (true)	$500	$0
BLUMENTHAL FOUNDATION
833645758	7	Yes (true)	$500	$0
CASA OF OKLAHOMA COUNTY INC
134364692	7	Yes (true)	$2,500	$0
CASADY SCHOOL
730587209	2	Yes (true)	$15,000	$0
CATHOLIC CHARITIES
730636561	7	Yes (true)	$1,000	$0
CLEATS FOR KIDS
453590945	7	Yes (true)	$5,000	$0
FIELDS & FUTURES
464569055	7	Yes (true)	$23,500	$0
HEARTS FOR HEARING FOUNDATION
582670613	7	Yes (true)	$500	$0
JEWISH FEDERATION OF GREATER OKC
730579276	1	Yes (true)	$500	$0
LAKE FOREST COLLEGE
362167770	2	Yes (true)	$500	$0
LOYOLA UNIVERSITY CHICAGO
361408475	2	Yes (true)	$1,000	$0
NOTRE DAME UNIVERSITY
350868188	2	Yes (true)	$10,000	$0
OKC NATIONAL MEMORIAL
731472725	7	Yes (true)	$1,000	$0
OKLAHOMA CONTEMPORARY ARTS CENTER
731334271	8	Yes (true)	$600	$0
OSU FOUNDATION
736097060	2	Yes (true)	$500	$0
POSITIVE TOMORROWS
731393438	2	Yes (true)	$5,000	$0
WESTERN OKLAHOMA GIRL SCOTS
730677849	7	Yes (true)	$250	$0
OKLAHOMA ZOOLOGICAL SOCIETY
730688645	7	Yes (true)	$1,000	$0
XAVIER UNIVERSITY
310537516	2	Yes (true)	$1,000	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	22	SupportedOrganizationsTotalCnt
Support Sum	$89,850	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	false	TimelyProvidedDocumentsInd
Officers Close Relationship	false	OfficersCloseRelationshipInd
Supported Org Voice Investment	false	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$15,262	PriorYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$28,042	PriorYearAmt
Current Year	$54,102	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$43,304	PriorYearAmt
Current Year	$54,102	CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$47,106	PriorYearAmt
Current Year	$46,117	CurrentYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt
Current Year	$7,985	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$1,613,353	PriorYearAmt
Current Year	$1,727,175	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$180,118	PriorYearAmt
Current Year	$110,115	CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$1,793,471	PriorYearAmt
Current Year	$1,837,290	CurrentYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$1,793,471	PriorYearAmt
Current Year	$1,837,290	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$26,902	PriorYearAmt
Current Year	$27,559	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$1,766,569	PriorYearAmt
Current Year	$1,809,731	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$61,830	PriorYearAmt
Current Year	$63,341	CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$61,830	PriorYearAmt
Current Year	$63,341	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$0	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$0	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$61,830	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$61,830	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$61,830	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$89,850	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$0	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$89,850	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$89,850	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$61,830	CYDistributableAsAdjustedAmt
CY Distribution Yr	1.000000000000	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$61,830	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$39,538	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$91,550	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$131,088	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$61,830	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$69,258	ExcessDistributionCyovAmt
CY Total Annual Distributions	$89,850	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$89,850	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$159,108	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$69,258	ExcessFromYear2Amt
Excess From Year1	$89,850	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

PART I, LINE 11H

CASA OF OKLAHOMA COUNTY, INC. 13-4364692 7 X 2,500 0 CASADY SCHOOL 73-0587209 2 X 15,000 0 CATHOLIC CHARITIES 73-0636561 7 X 1,000 0 CLEATS FOR KIDS 45-3590945 7 X 5,000 0 FIELDS & FUTURES 46-4569055 7 X 23,500 0 HEARTS FOR HEARING FOUNDATION 58-2670613 7 X 500 0 JEWISH FEDERATION OF GREATER OKC 73-0579276 1 X 500 0 LAKE FOREST COLLEGE 36-2167770 2 X 500 0 LOYOLA UNIVERSITY CHICAGO 36-1408475 2 X 1,000 0 NOTRE DAME UNIVERSITY 35-0868188 2 X 10,000 0 OKC NATIONAL MEMORIAL 73-1472725 7 X 1,000 0 OKLAHOMA CONTEMPORARY ARTS CENTER 73-1334271 8 X 600 0 OSU FOUNDATION 73-6097060 2 X 500 0 POSITIVE TOMORROWS 73-1393438 2 X 5,000 0 WESTERN OKLAHOMA GIRL SCOTS 73-0677849 7 X 250 0 OKLAHOMA ZOOLOGICAL SOCIETY 73-0688645 7 X 1,000 0 XAVIER UNIVERSITY 31-0537516 2 X 1,000 0

PART IV, SECTION D, LINE 2

THE FOUNDATION'S BOARD OF DIRECTORS MAINTAINS CLOSE CONTACT WITH SUPPORTED ORGANIZATIONS TO ENSURE THAT DIRECTED GRANTS ARE USED TO MAINTAIN CRITICAL PORTIONS OF STATED EXEMPT PURPOSE ACTIVITIES, WHICH MAY NOT OTHERWISE EXIST BUT FOR THE SUPPORT OF THE FOUNDATION.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	false	GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ARCHDIOCESE OF OKLAHOMA CITY
7501 NW EXPRESSWAY	OKLAHOMA CITY	OK	73132	730632924	501C3	$12,500	EXEMPT PURP. OF ORG.
CASADY SCHOOL
9500 NORTH PENNSYLVANIA	OKLAHOMA CITY	OK	73120	730587209	501C3	$15,000	EXEMPT PURP. OF ORG.
FIELDS & FUTURES
7001 NW 164TH	EDMOND	OK	73013	464569055	501C3	$23,500	EXEMPT PURP. OF ORG.
UNIVERSITY OF NOTRE DAME
724 GRACE HALL	NOTRE DAME	IN	46556	350868188	501C3	$10,000	EXEMPT PURP. OF ORG

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990 - ORGANIZATION'S MISSION	THE CORPORATION IS DESIGNED EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES AND SHALL NOT AFFORD PECUNIARY GAIN, INCIDENTALLY OR OTHERWISE, TO ITS MEMBERS AS SUCH. SPECIFICALLY, THE CORPORATION IS ORGANIZED TO RECEIVE OR MAINTAIN A FUND OR FUNDS AND TO ADMINISTER AND APPLY THE INCOME AND PRINCIPAL THEREOF, SOLELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT ARE DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME, OR SUCCESSOR PROVISION THERETO(THE "CODE"), AND ARE EXEMPT FROM TAXATION UNDER 501(A) OF THE CODE, AND TO QUALIFY AT ALL TIMES AS A SUPPORTING ORGANIZATION UNDER SECTION 509(A)(3) OF THE CODE BY REASON OF BEING OPERATED, SUPERVISED, OR CONTROLLED BY THE CORPORATION'S PUBLICLY SUPPORTED ORGANIZATION MEMBERS.
FORM 990, PAGE 6, PART VI, LINE 2	WILLIAM JOSEPH O'CONNOR KIMARA O' CONOR DIRECTOR DIRECTOR MARRIED
FORM 990, PAGE 6, PART VI, LINE 11B	NO REVIEW WAS OR WILL BE CONDUCTED.
FORM 990, PAGE 6, PART VI, LINE 19	NO DOCUMENTS AVAILABLE TO THE PUBLIC