STRATEGY STUDIO / PUBLIC DATA EXPLORER

VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC (EIN 47-0969102)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-09
IRS object ID
202531299349303273
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-09T16:41:23-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16565 AMERICAS PARKWAY NE STE 600AddressLine1Txt
CityALBUQUERQUECityNm
State AbbreviationNMStateAbbreviationCd
ZIP87110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN470969102EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VOGT FAMILY AFFILIATED FUND OF THE OKCBusinessNameLine1Txt
Business Name Line2COMMUNITY FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVOGTBusinessNameControlTxt
Phone4052355603PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 N BROADWAY AVEAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGG KOEHNPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4052355603PhoneNum
Signature2025-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN TALBOTPreparerPersonNm
PTINP01695427PTIN
Phone5058787200PhoneNum
Preparation2025-05-02PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREGG KOEHNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 N BROADWAY AVEAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$719,509GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2014FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionSUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent2VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers2TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$46,133PYInvestmentIncomeAmt
CY Investment Income$125,163CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$46,138PYTotalRevenueAmt
CY Total Revenue$125,163CYTotalRevenueAmt
PY Grants And Similar Paid$100,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$115,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$843CYTotalFundraisingExpenseAmt
PY Other Expenses$10,249PYOtherExpensesAmt
CY Other Expenses$10,120CYOtherExpensesAmt
PY Total Expenses$110,249PYTotalExpensesAmt
CY Total Expenses$125,120CYTotalExpensesAmt
PY Revenues Less Expenses-$64,111PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$43CYRevenuesLessExpensesAmt
Total Assets BOY$2,557,032TotalAssetsBOYAmt
Total Assets EOY$2,785,665TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,557,032NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,785,665NetAssetsOrFundBalancesEOYAmt
MissionSUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$115,000ExpenseAmt
Grant$115,000GrantAmt
Revenue$0RevenueAmt
DescDISTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE, SCIENTIFIC, LITERACY, EDUCATIONAL AND PUBLIC SERVICE ORGANIZATIONS TO IMPROVE COMMUNITY AND QUALITY OF LIFE IN OKLAHOMA.Desc
Total Program Service Expenses$115,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member2IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA CITY COMMUNITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4052355603PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 N BROADWAY AVEAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
RHONDA GODWIN
TRUSTEE (THROUGH 4/9/24)0.2549.75Yes (X)$0$253,564$35,138
JOE CARTER
TRUSTEE0.2549.75Yes (X)$0$195,062$29,188
KATHY FRANKENFIELD
TRUSTEE0.50Yes (X)$0$0$0
JUSTIN VOGT JR
TRUSTEE0.50Yes (X)$0$0$0
HELEN STONE
SECRETARY0.2549.75$0$196,112$29,293Yes (X)
CATHY LIPPARD
TREASURER0.2549.75$0$170,286$26,642Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$815,024TotReportableCompRltdOrgAmt
Total Other Compensation$120,261TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$37,793TotalRevenueColumnAmt
Exclusion$37,793ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$681,716SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$594,346SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$87,370SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$87,370TotalRevenueColumnAmt
Exclusion$87,370ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$125,163TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$125,163ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$115,000TotalAmt
Program Services$115,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$8,186TotalAmt
Management And General$7,343ManagementAndGeneralAmt
Fundraising$843FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,934TotalAmt
Management And General$1,934ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$125,120TotalAmt
Program Services$115,000ProgramServicesAmt
Management And General$9,277ManagementAndGeneralAmt
Fundraising$843FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,168BOYAmt
EOY$6,965EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,552,864BOYAmt
EOY$2,778,700EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,557,032BOYAmt
EOY$2,785,665EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$253,291BOYAmt
EOY$267,244EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,303,741BOYAmt
EOY$2,518,421EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,557,032BOYAmt
EOY$2,785,665EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,557,032BOYAmt
EOY$2,785,665EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$43ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$228,590NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OKLAHOMA CITY COMMUNITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN237024262EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A, LINE 6:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PROVIDES SUPPORT, VIA GRANTS, TO OTHER NON-PROFIT ORGANIZATIONS. THESE GRANTS WERE DISTRIBUTED AFTER APPROVAL OF THE BOARD OF TRUSTEES OF THE FUND, THE MAJORITY OF WHOSE MEMBERS ARE TRUSTEES OF THE OKLAHOMA CITY COMMUNITY FOUNDATION INC., THE SUPPORTED ORGANIZATION. THIS APPROVAL IS EVIDENCE THAT THESE GRANTS SUPPORT AND BENEFIT THE OKLAHOMA CITY COMMUNITY FOUNDATION AND ITS MISSION.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,557,032BeginningYearBalanceAmt
Investment Earnings Or Losses$351,819InvestmentEarningsOrLossesAmt
Grants Or Scholarships$115,000GrantsOrScholarshipsAmt
Administrative Expenses$8,186AdministrativeExpensesAmt
End Year Balance$2,785,665EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,418,350BeginningYearBalanceAmt
Contributions$5ContributionsAmt
Investment Earnings Or Losses$246,579InvestmentEarningsOrLossesAmt
Grants Or Scholarships$100,000GrantsOrScholarshipsAmt
Administrative Expenses$7,902AdministrativeExpensesAmt
End Year Balance$2,557,032EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,765,415BeginningYearBalanceAmt
Investment Earnings Or Losses-$338,601InvestmentEarningsOrLossesAmt
Administrative Expenses$8,464AdministrativeExpensesAmt
End Year Balance$2,418,350EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,252,730BeginningYearBalanceAmt
Investment Earnings Or Losses$624,120InvestmentEarningsOrLossesAmt
Grants Or Scholarships$100,000GrantsOrScholarshipsAmt
Administrative Expenses$11,435AdministrativeExpensesAmt
End Year Balance$2,765,415EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,300,294BeginningYearBalanceAmt
Investment Earnings Or Losses$63,018InvestmentEarningsOrLossesAmt
Grants Or Scholarships$100,000GrantsOrScholarshipsAmt
Administrative Expenses$10,582AdministrativeExpensesAmt
End Year Balance$2,252,730EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09590BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.90410TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT IS USED TO SUPPORT THE CHARITABLE MISSION OF THE ORGANIZATION IN PERPETUITY.
PART X, LINE 2:OCCF 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 CONSOLIDATED 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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CITY OF FREEDOM
PO BOX 54FREEDOMOK73842730753449115$10,000$0GENERAL PURPOSES
UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION
100 N UNIVERSITY DREDMONDOK73034736108032501(C)(3)$10,000$0GENERAL PURPOSES
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION'S DUE DILIGENCE PROCEDURES PRIOR TO GRANT DISBURSEMENT INCLUDE: 1) ENSURING THAT GRANTS DO NOT PROVIDE BENEFITS TO ANY DONOR OR OTHER DISQUALIFIED PERSON AND DO NOT RESULT IN PRIVATE INUREMENT TO ANY PERSON OR CORPORATION, 2) COLLECTING IRS LETTER DOCUMENTING 501(C)(3) CHARITY STATUS, CURRENT BOARD OF DIRECTOR LISTING, CURRENT FINANCIAL PUBLIC INFORMATION AND CURRENT PROGRAM INFORMATION OR DESCRIPTION, 3) VERIFYING STATUS IN IRS PUBLICATION 78 THROUGH WWW.GUIDESTAR.COM, 4) CONFIRMING THAT GRANTS ARE NOT MADE TO INDIVIDUALS OR FOR THE BENEFIT OF A SPECIFIC INDIVIDUAL, FOR REIMBURSEMENT PURPOSES OR FOR NON-CHARITABLE PURPOSES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RHONDA GODWIN
TRUSTEE (THROUGH 4/9/24)$0$247,635$0$0$0$5,929$0$25,356$0$9,782$0$288,702$0$0
HELEN STONE
SECRETARY$0$190,445$0$0$0$5,667$0$19,611$0$9,682$0$225,405$0$0
JOE CARTER
TRUSTEE$0$190,239$0$0$0$4,823$0$19,506$0$9,682$0$224,250$0$0
CATHY LIPPARD
TREASURER$0$165,003$0$0$0$5,283$0$17,029$0$9,613$0$196,928$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE INDIVIDUALS LISTED IN SCHEDULE J ARE COMPENSATED BY THE OKLAHOMA CITY COMMUNITY FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION CHECKS THE FOLLOWING BOX ON SCHEDULE J, PART I, LINE 3: APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE 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 7ATHE 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 11BTHE RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE STAFF OF THE OKLAHOMA CITY 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 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED, DISCUSSED AND SIGNED BY EACH TRUSTEE AT THE ANNUAL TRUSTEE MEETING.
FORM 990, PART VI, SECTION B, LINE 15THIS ORGANIZATION DOESN'T HAVE ANY DIRECT EMPLOYEES AND, THEREFORE, DOESN'T FOLLOW THIS POLICY. HOWEVER, 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 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
ALBERS FAMILY AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102260703109CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
ALLIED ARTS FOUNDATION AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731483619CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
BOB & NANCY ANTHONY FAMILY AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731574817CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
CHRISTIAN KEESEE CHARITABLE FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102204459575CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
COMMUNITY RESOURCES OIL & GAS
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731608889CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
COMMUNITY RESOURCES REAL ESTATE
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731608887CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
COWBOY HALL OF FAME AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731374647CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
E PHIL & ROBERTA KIRSCHNER AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102364763764CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
HERITAGE HALL AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731506204CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
HOSPICE FOUNDATION OF OKLAHOMA AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731549817CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
JOHN & CLAUDIA HOLLIMAN AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731528946CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
JOHN KIRKPATRICK FUND FOR HISTORIC CULTURAL & CIVIC UNDERSTANDING AFFILIATE
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731353370CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731355924CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
LAWTON COMMUNITY FOUNDATION AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731566026CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
LEADERSHIP OKLAHOMA CITY AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731461684CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
LOVE FAMILY AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731581477CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
MA EVERETT FAMILY AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731520821CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
MALZAHN FAMILY AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731405419CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
OKLAHOMA CITY ART MUSEUM AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731400397CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
OKLAHOMA CITY COMMUNITY FOUNDATION INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102237024262CHARITABLEOK501(C)(3)LINE 70N/A
OKLAHOMA PHILHARMONIC AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731461680CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
RAYMOND H JR & BONNIE HEFNER FAMILY AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731549818CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
ROBERT & BLANCHE GORDON FAMILY AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731609200CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
RURAL OKLAHOMA COMMUNITY FOUNDATION INC AN AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731464051CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
THE SCIENCE MUSEUM OF OKLAHOMA AFFILIATED FUND OF OCCF INC
1000 N BROADWAY AVEOKLAHOMA CITYOK73102731330516CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IIFormAndLineReferenceDesc
ExplanationCLARIFICATION 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, 1000 N. BROADWAY AVE., OKLAHOMA CITY, OK, 73102 - INCLUDED ON SCHEDULE R BUT ITS LONG NAME WOULD NOT ALLOW THE NAME, EIN, AND ADDRESS TO FIT IN THE SPACE PROVIDED.ExplanationTxt