VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC (EIN 47-0969102)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-06
- IRS object ID
- 202100969349301970
- Schema version
- 2019v5.2
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-06T16:33:17-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 237024262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA CITY COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N Broadway Ave | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470969102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vogt Family Affiliated Fund of the OKC C | BusinessNameLine1Txt |
| Business Name Line2 | ommunity Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VOGT | BusinessNameControlTxt |
| Phone | 4052355603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1146 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nancy B Anthony | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Phone | 4052355603 | PhoneNum |
| Signature | 2021-03-31 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4052355603 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Nancy B Anthony | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1146 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $486,980 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | Support the Oklahoma City Coumminity Foundation, Inc. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 2 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $62,864 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,001 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $62,864 | PYTotalRevenueAmt |
| CY Total Revenue | $13,001 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $100,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $631 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,102 | PYOtherExpensesAmt |
| CY Other Expenses | $10,582 | CYOtherExpensesAmt |
| PY Total Expenses | $111,102 | PYTotalExpensesAmt |
| CY Total Expenses | $110,582 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$48,238 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$97,581 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,300,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,252,730 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,300,294 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,252,730 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Support the Oklahoma City Community Foundation, Inc. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $100,000 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Desc | Distributions 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 | $100,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oklahoma City Community Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4052355603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 N Broadway | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Justin Vogt Jr | |||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Kathy Frankenfield | |||||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | ||||
| Nancy B Anthony | |||||||||
| Secy/Treasuer | 0.25 | Yes (X) | $0 | $344,265 | $63,276 | 49.75 | Yes (X) | ||
| Rhonda Godwin | |||||||||
| Vice Pres Administration | 0.25 | $0 | $190,034 | $27,431 | 49.75 | Yes (X) | |||
| Elizabeth Eickman | |||||||||
| Dir of Kirkpatrick Fam Fnd | 0.00 | $0 | $173,507 | $25,395 | 45.00 | Yes (X) | |||
| Joel Schwartz | |||||||||
| Dir of IT | 0.25 | $0 | $200,781 | $28,179 | 39.75 | Yes (X) | |||
| Joe Carter | |||||||||
| Vice Pres Development | 0.25 | $0 | $158,093 | $24,190 | 39.75 | Yes (X) | |||
| Brian J Dougherty | |||||||||
| Dir of MAB Trust | 0.25 | $0 | $148,317 | $22,822 | 39.75 | Yes (X) | |||
| Cathy Lippard | |||||||||
| Controller | 0.25 | $0 | $135,366 | $21,497 | 39.75 | Yes (X) | |||
| Helen Stone | |||||||||
| Dir. Strategic Operations | 0.25 | $0 | $129,517 | $20,846 | 39.75 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,479,880 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $233,636 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,203 | TotalRevenueColumnAmt |
| Exclusion | $31,203 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $455,777 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $473,979 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$18,202 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,202 | TotalRevenueColumnAmt |
| Exclusion | -$18,202 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,001 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,001 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,607 | TotalAmt |
| Management And General | $6,976 | ManagementAndGeneralAmt |
| Fundraising | $631 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,975 | TotalAmt |
| Management And General | $2,975 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,582 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
| Management And General | $9,951 | ManagementAndGeneralAmt |
| Fundraising | $631 | FundraisingAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,299,169 | BOYAmt |
| EOY | $2,251,722 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125 | BOYAmt |
| EOY | $1,008 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,300,294 | BOYAmt |
| EOY | $2,252,730 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,200,294 | BOYAmt |
| EOY | $2,152,730 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,300,294 | BOYAmt |
| EOY | $2,252,730 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,300,294 | BOYAmt |
| EOY | $2,252,730 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$97,581 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $50,017 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oklahoma City Community Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237024262 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $100,000 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $100,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,300,294 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $63,018 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $100,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $10,582 | AdministrativeExpensesAmt |
| End Year Balance | $2,252,730 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,239,160 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $172,236 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $100,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $11,102 | AdministrativeExpensesAmt |
| End Year Balance | $2,300,294 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,180,411 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $171,196 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $100,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $12,447 | AdministrativeExpensesAmt |
| End Year Balance | $2,239,160 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,046,796 | BeginningYearBalanceAmt |
| Contributions | $11,175 | ContributionsAmt |
| Investment Earnings Or Losses | $231,753 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $96,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $13,313 | AdministrativeExpensesAmt |
| End Year Balance | $2,180,411 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,126,977 | BeginningYearBalanceAmt |
| Contributions | $367 | ContributionsAmt |
| Investment Earnings Or Losses | $30,920 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $98,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $13,468 | AdministrativeExpensesAmt |
| End Year Balance | $2,046,796 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04400 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.95600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| City of Freedom | |||||||
| PO Box 54 | Freedom | OK | 73842 | 730753449 | Municipal | $10,000 | f/b/o Freedom Fire Department |
| City of Woodward | |||||||
| Woodward Fire Department | Woodward | OK | 73801 | 736005512 | Municipal | $10,000 | f/b/o Fire Department-Vogt Rescue Fund |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nancy B Anthony | ||||||||||||||
| Secy/Treasuer | $0 | $341,217 | $0 | $0 | $0 | $3,048 | $0 | $54,942 | $0 | $8,334 | $0 | $407,541 | $0 | $0 |
| Rhonda Godwin | ||||||||||||||
| Vice Pres Administration | $0 | $189,328 | $0 | $0 | $0 | $706 | $0 | $19,261 | $0 | $8,170 | $0 | $217,465 | $0 | $0 |
| Elizabeth Eickman | ||||||||||||||
| Dir of Kirkpatrick Fam Fnd | $0 | $172,606 | $0 | $0 | $0 | $901 | $0 | $17,326 | $0 | $8,069 | $0 | $198,902 | $0 | $0 |
| Joel Schwartz | ||||||||||||||
| Dir of IT | $0 | $199,671 | $0 | $0 | $0 | $1,110 | $0 | $20,068 | $0 | $8,111 | $0 | $228,960 | $0 | $0 |
| Joe Carter | ||||||||||||||
| Vice Pres Development | $0 | $157,567 | $0 | $0 | $0 | $526 | $0 | $16,229 | $0 | $7,961 | $0 | $182,283 | $0 | $0 |
| Brian J Dougherty | ||||||||||||||
| Dir of MAB Trust | $0 | $147,575 | $0 | $0 | $0 | $742 | $0 | $14,983 | $0 | $7,839 | $0 | $171,139 | $0 | $0 |
| Cathy Lippard | ||||||||||||||
| Controller | $0 | $134,878 | $0 | $0 | $0 | $488 | $0 | $13,787 | $0 | $7,710 | $0 | $156,863 | $0 | $0 |
| Helen Stone | ||||||||||||||
| Dir. Strategic Operations | $0 | $128,973 | $0 | $0 | $0 | $544 | $0 | $13,200 | $0 | $7,646 | $0 | $150,363 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| Albers Family Affiliated Fund of OCCF Inc | |||||||||
| 1000 N Broadway Ave | Oklahoma City | OK | 73102 | 260703109 | Charitable | OK | 501(c)(3) | Line 12a, I | 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 | 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 | 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 | 0 |
| Community Resources Oil & Gas | |||||||||
| 1000 N Broadway Ave | Oklahoma City | OK | 73102 | 731608889 | Charitable | OK | 501(c)(3) | Line 12a, I | 0 |
| Community Resources Real Estate | |||||||||
| 1000 N Broadway Ave | Oklahoma City | OK | 73102 | 731608887 | Charitable | OK | 501(c)(3) | Line 12a, I | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 0 |
| Oklahoma City Community Foundation Inc | |||||||||
| 1000 N Broadway Ave | Oklahoma City | OK | 73102 | 237024262 | Charitable | OK | 501(c)(3) | Line 7 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part 2 | FormAndLineReferenceDesc |
| Explanation | Clarification of one related entity: John Kirkpatrick Fund for Historic, Cultural and Civic Understanding, 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 | ExplanationTxt |