2022-05-11T16:20:43-05:00 2021-06-30 237024262 OKLAHOMA CITY COMMUNITY FOUNDATION INC 1000 N Broadway Ave Oklahoma City OK 73102 990 2020-07-01 470969102 Vogt Family Affiliated Fund of the OKC Community Foundation Inc VOGT 4052355603 PO Box 1146 Oklahoma City OK 73101 Nancy B Anthony Secretary/Treasurer 4052355603 2022-05-11 Nancy Anthony XXX-XX-XXXX 4052355603 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Nancy B Anthony PO Box 1146 Oklahoma City OK 73101 998250 0 X N/A X 2014 OK Support the Oklahoma City Coumminity Foundation, Inc. 3 2 0 2 0 0 0 0 0 0 13001 59726 0 0 13001 59726 100000 100000 0 0 0 0 0 0 842 10582 11435 110582 111435 -97581 -51709 2252730 2770415 0 5000 2252730 2765415 Support the Oklahoma City Community Foundation, Inc. 0 0 100000 100000 Distributions were made to various charitable, scientific, literacy, educational and public service organizations to improve community and quality of life in Oklahoma. 100000 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X X OKC Community Foundation Inc 4052355603 PO Box 1146 Oklahoma City OK 73101 X Justin Vogt Jr Trustee 0.50 0.00 X 0 0 0 Kathy Frankenfield Trustee 0.50 0.00 X 0 0 0 Nancy B Anthony Secy/Treasuer 0.25 49.75 X X 0 352508 64020 Rhonda Godwin Vice Pres Administration 0.25 49.75 X 0 194324 27705 Elizabeth Eickman Dir of Kirkpatrick Fam Fnd 1.00 45.00 X 0 180269 21487 Joel Schwartz Dir of IT 0.25 39.75 X 0 185040 22175 Joe Carter Vice Pres Development 0.25 39.75 X 0 161292 24388 Brian J Dougherty Dir of MAB Trust 0.25 39.75 X 0 151331 22961 Cathy Lippard Controller 0.25 39.75 X 0 138234 21709 Helen Stone Dir. Strategic Operations 0.25 39.75 X 0 131135 20765 0 1494133 225210 0 0 1 0 0 24583 24583 973667 938524 35143 35143 35143 59726 0 0 59726 100000 100000 8174 7332 842 3261 3261 111435 100000 10593 842 2251722 2769361 1008 1054 2252730 2770415 5000 0 5000 X 100000 100000 2152730 2665415 2252730 2765415 2252730 2770415 -51709 564394 0 X X 0 1 X 1 0 X X X 1 OKC Community Foundation Inc 237024262 7 1 100000 0 1 100000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 2252730 624120 100000 11435 2765415 2300294 63018 100000 10582 2252730 2239160 172236 100000 11102 2300294 2180411 171196 100000 12447 2239160 2046796 11175 231753 96000 13313 2180411 0.03600 0.96400 0 0 0 X 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. Pt. V, Line 4. Endowment is used to support the charitable mission of the organization in perpetuity. 1 City of Freedom PO Box 54 Freedom OK 73842 730753449 Municipal 10000 f/b/o Freedom Fire Department City of Woodward Woodward Fire Department 1219 8th St Woodward OK 73801 736005512 Municipal 10000 f/b/o Fire Department-Vogt Rescue Fund 2 Part I, Line 2: The 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. 0 0 0 0 0 0 0 0 0 Nancy B Anthony Secy/Treasuer 0 350654 0 0 0 1854 0 55850 0 8170 0 416528 0 0 Rhonda Godwin Vice Pres Administration 0 193170 0 0 0 1154 0 19570 0 8135 0 222029 0 0 Joel Schwartz Dir of IT 0 182998 0 0 0 2042 0 18400 0 3775 0 207215 0 0 Elizabeth Eickman Dir of Kirkpatrick Fam Fnd 0 178326 0 0 0 1943 0 17750 0 3737 0 201756 0 0 Joe Carter Vice Pres Development 0 160699 0 0 0 593 0 16500 0 7888 0 185680 0 0 Brian J Dougherty Dir of MAB Trust 0 150523 0 0 0 808 0 15200 0 7761 0 174292 0 0 Cathy Lippard Controller 0 137521 0 0 0 713 0 14008 0 7701 0 159943 0 0 Helen Stone Dir. Strategic Operations 0 129885 0 0 0 1250 0 13200 0 7565 0 151900 0 0 Form 990, Part VI, Section A, line 6 Oklahoma City Community Foundation is the sole member of the filing organization. Form 990, Part VI, Section A, line 7a Oklahoma City Community Foundation is the sole member of the filing organization. Form 990, Part VI, Section B, line 11b The 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 12c Conflict of interest policy is distributed, discussed and signed by each trustee at the annual trustee meeting. Form 990, Part VI, Section B, line 15 While this organization doesn't follow this process since it doesn't have any direct employees, the Oklahoma City Community Foundation, which has an economic interest and controls the supporting organization's Board of Trustees, does follow this process for its personnel Form 990, Part VI, Section C, line 18 The 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 19 Governing documents, conflicts of interest policy and financial statements are available upon request. Part VII, Section A This 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 2c The 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. Albers Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 260703109 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Allied Arts Foundation Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731483619 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Bob & Nancy Anthony Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731574817 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Christian Keesee Charitable Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 204459575 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Community Resources Oil & Gas 1000 N Broadway Ave Oklahoma City OK 73102 731608889 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Community Resources Real Estate 1000 N Broadway Ave Oklahoma City OK 73102 731608887 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Cowboy Hall of Fame Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731374647 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Deer Creek Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731461683 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 E Phil & Roberta Kirschner Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 364763764 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Heritage Hall Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731506204 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Hospice Foundation of Oklahoma Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731549817 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Janice & Joe L Singer Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 320101644 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 John & Claudia Holliman Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731528946 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 John Kirkpatrick Fund for Historic Cultural & Civic Understanding Affiliate 1000 N Broadway Ave Oklahoma City OK 73102 731353370 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Kirkpatrick Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731355924 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Lawton Community Foundation Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731566026 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Leadership Oklahoma City Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731461684 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Love Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731581477 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 MA Everett Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731520821 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Malzahn Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731405419 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Oklahoma City Art Museum Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731400397 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Oklahoma City Community Foundation Inc 1000 N Broadway Ave Oklahoma City OK 73102 237024262 Charitable OK 501(c)(3) Line 7 N/A 0 OKC Retailers Foundation Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731550200 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Oklahoma Philharmonic Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731461680 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Raymond H Jr & Bonnie Hefner Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731549818 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Robert & Blanche Gordon Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731609200 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Rural Oklahoma Community Foundation Inc an affiliated fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731464051 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 The Science Museum of Oklahoma Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731330516 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 William E & Margaret H Davis Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731324131 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Part 2 Clarification 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 provided.