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MA EVERETT FAMILY AFFILIATED FUND OF: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MA EVERETT FAMILY AFFILIATED FUND OF (EIN 73-1520821)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-11
IRS object ID
202201319349305245
Schema version
2020v4.2
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)
Return2022-05-11T16:03:44-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN237024262PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11000 N Broadway AveAddressLine1Txt
CityOklahoma CityCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731520821EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MA Everett Family Affiliated Fund ofBusinessNameLine1Txt
Business Name Line2the OCCF IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEVERBusinessNameControlTxt
Phone4052355603PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1146AddressLine1Txt
CityOklahoma CityCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNancy B AnthonyPersonNm
Person TitleSecretary/TreasurerPersonTitleTxt
Phone4052355603PhoneNum
Signature2022-05-11SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNancyPersonFirstNm
Person LastAnthonyPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Phone4052355603PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerNancy B AnthonyPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1146AddressLine1Txt
CityOklahoma CityCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,159,569GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionSupports the Oklahoma City Community Foundation through contributions to music, dance and arts programs in the local community.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$15,272PYInvestmentIncomeAmt
CY Investment Income$69,259CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$15,272PYTotalRevenueAmt
CY Total Revenue$69,259CYTotalRevenueAmt
PY Grants And Similar Paid$126,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$177,250CYGrantsAndSimilarPaidAmt
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$1,851CYTotalFundraisingExpenseAmt
PY Other Expenses$19,566PYOtherExpensesAmt
CY Other Expenses$21,762CYOtherExpensesAmt
PY Total Expenses$145,566PYTotalExpensesAmt
CY Total Expenses$199,012CYTotalExpensesAmt
PY Revenues Less Expenses-$130,294PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$129,753CYRevenuesLessExpensesAmt
Total Assets BOY$2,643,758TotalAssetsBOYAmt
Total Assets EOY$3,178,420TotalAssetsEOYAmt
Total Liabilities BOY$18,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,000TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,625,758NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,148,420NetAssetsOrFundBalancesEOYAmt
MissionThe organization supports the Oklahoma City Community Foundation through contributions to music, dance and arts programs in the local community.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$177,266ExpenseAmt
Grant$177,250GrantAmt
DescThe organization supports the Oklahoma City Community Foundation through contributions to music, dance and arts programs in the local community.Desc
Total Program Service Expenses$177,266TotalProgramServiceExpensesAmt
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 IndividualsYes (1)GrantsToIndividualsInd
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
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
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
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 Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
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
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKC Community Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4052355603PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1146AddressLine1Txt
CityOklahoma CityCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73101ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
Nancy Yoch
Trustee0.500.00Yes (X)Yes (X)$0$0$0
Mary Jane Rutherford
Trustee0.500.00Yes (X)$0$0$0
Howard Dean Everett
Trustee0.500.00Yes (X)$0$0$0
Mark Alexander Everett
Trustee0.500.00Yes (X)Yes (X)$0$0$0
Sally Hasenfrantz
Trustee0.500.00Yes (X)$0$0$0
Nancy B Anthony
Secy/Treasuer0.2549.75Yes (X)$0$352,508$64,020
Rhonda Godwin
Vice Pres Administration0.2549.75$0$194,324$27,705Yes (X)
Elizabeth Eickman
Dir of Kirkpatrick Fam Fnd1.0045.00$0$180,269$21,487Yes (X)
Joel Schwartz
Dir of IT0.2539.75$0$185,040$22,175Yes (X)
Joe Carter
Vice Pres Development0.2539.75$0$161,292$24,388Yes (X)
Brian J Dougherty
Dir of MAB Trust0.2539.75$0$151,331$22,961Yes (X)
Cathy Lippard
Controller0.2539.75$0$138,234$21,709Yes (X)
Helen Stone
Dir. Strategic Operations0.2539.75$0$131,135$20,765Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,494,133TotReportableCompRltdOrgAmt
Total Other Compensation$225,210TotalOtherCompensationAmt
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$28,432TotalRevenueColumnAmt
Exclusion$28,432ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,131,137SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,090,310SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$40,827SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$40,827TotalRevenueColumnAmt
Exclusion$40,827ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$69,259TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$69,259ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$109,250TotalAmt
Program Services$109,250ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$68,000TotalAmt
Program Services$68,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$17,971TotalAmt
Management And General$16,120ManagementAndGeneralAmt
Fundraising$1,851FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,775TotalAmt
Management And General$3,775ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$16TotalAmt
Program Services$16ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$199,012TotalAmt
Program Services$177,266ProgramServicesAmt
Management And General$19,895ManagementAndGeneralAmt
Fundraising$1,851FundraisingAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,642,575BOYAmt
EOY$3,177,210EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,183BOYAmt
EOY$1,210EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,643,758BOYAmt
EOY$3,178,420EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$18,000BOYAmt
EOY$30,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$18,000BOYAmt
EOY$30,000EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$363,883BOYAmt
EOY$312,408EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,261,875BOYAmt
EOY$2,836,012EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,625,758BOYAmt
EOY$3,148,420EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,643,758BOYAmt
EOY$3,178,420EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$129,753ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$652,415NetUnrlzdGainsLossesInvstAmt
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
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OKC Community Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN237024262EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$177,250SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$177,250SupportSumAmt
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 Org0SupportNonSupportedOrgInd
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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,625,758BeginningYearBalanceAmt
Investment Earnings Or Losses$721,674InvestmentEarningsOrLossesAmt
Grants Or Scholarships$177,250GrantsOrScholarshipsAmt
Other Expenditures$16OtherExpendituresAmt
Administrative Expenses$21,746AdministrativeExpensesAmt
End Year Balance$3,148,420EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,697,666BeginningYearBalanceAmt
Investment Earnings Or Losses$73,658InvestmentEarningsOrLossesAmt
Grants Or Scholarships$126,000GrantsOrScholarshipsAmt
Other Expenditures$328OtherExpendituresAmt
Administrative Expenses$19,238AdministrativeExpensesAmt
End Year Balance$2,625,758EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,628,503BeginningYearBalanceAmt
Investment Earnings Or Losses$203,077InvestmentEarningsOrLossesAmt
Grants Or Scholarships$113,565GrantsOrScholarshipsAmt
Other Expenditures$454OtherExpendituresAmt
Administrative Expenses$19,895AdministrativeExpensesAmt
End Year Balance$2,697,666EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,573,239BeginningYearBalanceAmt
Investment Earnings Or Losses$202,604InvestmentEarningsOrLossesAmt
Grants Or Scholarships$125,500GrantsOrScholarshipsAmt
Other Expenditures$361OtherExpendituresAmt
Administrative Expenses$21,479AdministrativeExpensesAmt
End Year Balance$2,628,503EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,464,331BeginningYearBalanceAmt
Investment Earnings Or Losses$272,647InvestmentEarningsOrLossesAmt
Grants Or Scholarships$140,850GrantsOrScholarshipsAmt
Other Expenditures$270OtherExpendituresAmt
Administrative Expenses$22,619AdministrativeExpensesAmt
End Year Balance$2,573,239EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.09900BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.90100TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:Endowment is used to support the charitable activities 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 are no material uncertain income tax positions.
Part V, Line 4Endowment is used to support the charitable activities of the organization in perpetuity

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Chamber Music in Oklahoma
3824 NE 140th Terrace CircleEdmondOK73013736096120501(C)(3)$5,250General Purposes
University of New Mexico Foundation
700 Lomas Blvd NE 108AlbuquerqueNM87102850275408501(C)(3)$6,000General Purposes
University of Oklahoma Foundation Inc
PO Box 258856Oklahoma CityOK731258856736091755501(C)(3)$20,000General Purposes
Wildcare Foundation
7601 84th StNobleOK730687552731461935501(C)(3)$11,500General Purposes
Univ of OK-Health Sciences Ctr Dept of Dermatology
619 NE 13th StOklahoma CityOK73104736091755501(C)(3)$40,000General Purposes
University of Oklahoma Foundation Inc - Fred Jones Jr Museum of Art
555 Elm AveNormanOK730193008736091755501(C)(3)$7,000General purposes
FieldValueIRS element (for citing)
Total501c3 Org6Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarshipsGrantTypeTxt
Recipient23RecipientCnt
Cash Grant$68,000CashGrantAmt

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) ensure 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) Collect IRS letter documenting 501(c)(3) public charity status, current board of director listing, current financial information and current program information or description. 3) verification of status in IRS Pub 78 through www.guidestar.com 4) confirm 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 (8 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
Nancy B Anthony
Secy/Treasuer$0$350,654$0$0$0$1,854$0$55,850$0$8,170$0$416,528$0$0
Rhonda Godwin
Vice Pres Administration$0$193,170$0$0$0$1,154$0$19,570$0$8,135$0$222,029$0$0
Joel Schwartz
Dir of IT$0$182,998$0$0$0$2,042$0$18,400$0$3,775$0$207,215$0$0
Elizabeth Eickman
Dir of Kirkpatrick Fam Fnd$0$178,326$0$0$0$1,943$0$17,750$0$3,737$0$201,756$0$0
Joe Carter
Vice Pres Development$0$160,699$0$0$0$593$0$16,500$0$7,888$0$185,680$0$0
Brian J Dougherty
Dir of MAB Trust$0$150,523$0$0$0$808$0$15,200$0$7,761$0$174,292$0$0
Cathy Lippard
Controller$0$137,521$0$0$0$713$0$14,008$0$7,701$0$159,943$0$0
Helen Stone
Dir. Strategic Operations$0$129,885$0$0$0$1,250$0$13,200$0$7,565$0$151,900$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2This organization wa established by the Everett Family. As such, the following family members are trustees of this entity: Howard D. Everett and Mark A. Everett
Form 990, Part VI, Section A, line 6Oklahoma City Community Foundation is the sole member of the filing organization.
Form 990, Part VI, Section A, line 7aOklahoma City Community Foundation is the sole member of the filing organization.
Form 990, Part VI, Section B, line 11bThe return is prepared 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 12cConflict of interest policy is distributed, discussed and signed by each trustee at the annual trustee meeting.
Form 990, Part VI, Section B, line 15While 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 18The organization's books and records are available for inspection at the Oklahoma City Community Foundation, Inc. 1000 N. Broadway Ave. Oklahoma City, OK 73102
Form 990, Part VI, Section C, line 19Governing documents, conflicts of interest policy and financial statements are available upon request.
Part VII, Section AThis affiliated fund did not have any direct employees. However, the fund is a supporting organization of the Oklahoma City Community Foundation. As such, salaries for key employees and highly compensated employees of the Oklahoma City Community Foundation are listed for full disclosure purposes.
Part XII, Line 2cThe Foundation has an Audit Committee which assumes responsibility for oversight of the audit, and review of the financial statement and selection of independent auditors. This has not changed from prior years.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 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
The Science Museum of Oklahoma Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102731330516CharitableOK501(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
Robert & Blanche Gordon Family Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102731609200CharitableOK501(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
Oklahoma Philharmonic Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102731461680CharitableOK501(c)(3)Line 12a, IOklahoma City Community Foundation Inc0
OKC Retailers Foundation Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102731550200CharitableOK501(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 City Art Museum Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102731400397CharitableOK501(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
Love Family Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102731581477CharitableOK501(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
Lawton Community Foundation Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102731566026CharitableOK501(c)(3)Line 12a, IOklahoma City Community Foundation Inc0
Vogt Family Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102470969102CharitableOK501(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
John & Claudia Holliman Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102731528946CharitableOK501(c)(3)Line 12a, IOklahoma City Community Foundation Inc0
Janice & Joe L Singer Family Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102320101644CharitableOK501(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
Heritage Hall Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102731506204CharitableOK501(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
Deer Creek Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102731461683CharitableOK501(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
Community Resources Real Estate
1000 N Broadway AveOklahoma CityOK73102731608887CharitableOK501(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
Christian Keesee Charitable Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102204459575CharitableOK501(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
Allied Arts Foundation Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102731483619CharitableOK501(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
William E & Margaret H Davis Family Affiliated Fund of OCCF Inc
1000 N Broadway AveOklahoma CityOK73102731324131CharitableOK501(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 OrgYes (1)GiftGrntOrCapContriToOthOrgInd
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 Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
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 2FormAndLineReferenceDesc
ExplanationClarification of one related entity: John Kirkpatrick Fund for Historic, Cultural & Civic Understanding Affiliated Fund of OCCF, TID #73-1353370 P.O. Box 1146 OKC, OK 73101 -- included on Schedule R but long name would not allow name, TID and address to fit in space providedExplanationTxt