2021-05-13T12:47:05-05:00 2020-06-30 420714325 RSM US LLP 210 PARK AVE SUITE 1725 OKLAHOMA CITY OK 73102 990 2019-07-01 731355924 KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC KIRK 4052355603 PO BOX 1146 OKLAHOMA CITY OK 731011146 NANCY B ANTHONY SECRETARY/TREASURER 4052355603 2021-05-10 1 LAUREN NOWAKOWSKI P01796934 4052397961 2021-05-10 2019 2022-09-23 18:48:47Z NANCY B ANTHONY PO BOX 1146 OKLAHOMA CITY OK 73049 64840950 0 X NONE X 1990 OK SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATIONBY INVESTING IN IDEAS AND LEADERSHIP THAT CONTRIBUTE TO AND ADVANCE THECULTURAL, INTELLECTUAL AND SOCIAL INTEREST OF THE COMMUNITIES WE SUPPORT. 10 10 0 38 377484 337474 0 33298 0 0 13180389 11355208 438187 377724 13618576 11766230 7538095 12608400 0 0 0 0 0 0 72524 1866541 1954075 9404636 14562475 4213940 -2796245 329641838 324040869 1911520 3307799 327730318 320733070 SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION BY INVESTING IN IDEAS AND LEADERSHIP THAT CONTRIBUTE TO AND ADVANCE THE CULTURAL, INTELLECTUAL AND SOCIAL INTEREST OF THE COMMUNITIES WE SUPPORT. 0 0 13446143 12608400 DISTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE ORGANIZATIONS IN THE GREATER OKLAHOMA CITY AREA AND ELSEWHERE IN THE U.S. TO SUPPORT THE ARTS, EDUCATION, ANIMAL WELFARE, ENVIRONMENTAL AND CONSERVATION INITIATIVES. ALL OF THIS WAS DONE IN SUPPORT OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC. 13446143 1 1 0 0 0 0 0 0 0 1 1 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 1 0 0 0 1 1 0 0 0 1 10 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X X OKLAHOMA CITY COMMUNITY FOUNDATION INC 4052355603 1000 N BROADWAY OKLAHOMA CITY OK 73102 NANCY B ANTHONY SECY/TREASUER 0.25 50.00 X 0 344265 63276 JOEL SCHWARTZ DIR OF IT 0.25 45.00 X 0 200781 28179 RHONDA GODWIN VICE PRES ADMINISTRATION 0.25 50.00 X 0 190034 27431 ELIZABETH EICKMAN DIR OF KIRKPATRICK FAM FND 50.00 0.25 X 0 173507 25395 JOE CARTER VICE PRES DEVELOPMENT 0.25 45.00 X 0 158093 24190 BRIAN J DOUGHERTY DIR OF MAB TRUST 0.25 45.00 X 0 148317 22822 CATHY LIPPARD CONTROLLER 0.25 45.00 X 0 135366 21497 HELEN STONE DIR. STRATEGIC OPERATIONS 0.25 45.00 X 0 129517 20846 CHRISTIAN KEESEE PRESIDENT 0.50 X X 0 0 0 GEORGE DREW VICE-PRESIDENT 0.50 X X 0 0 0 POLLY NICHOLS TRUSTEE 0.50 X 0 0 0 GEORGE RECORDS TRUSTEE 0.50 X 0 0 0 LESLIE HUDSON TRUSTEE 0.50 X 0 0 0 JAMES PICKEL TRUSTEE 0.50 X 0 0 0 ANN JOHNSTONE TRUSTEE 0.50 X 0 0 0 JENNY MEYER TRUSTEE 0.50 X 0 0 0 JANE SUTTER TRUSTEE 0.50 X 0 0 0 DAVID HARLOW TRUSTEE 0.50 X 0 0 0 0 1479880 233636 3 0 1 0 BLACKROCK 40 EAST 52ND STREET NEW YORK NY 10022 INVESTMENT MANAGER 125285 JP MORGAN CHASE 270 PARK AVE NEW YORK NY 10017 INVESTMENT MANAGER/CUSTODIAN 102278 2 33298 33298 33298 5509178 5509178 240 0 240 240 240 58920750 53074720 5846030 5846030 5846030 CLOSELY HELD DIVIDENDS 525990 377484 377484 377484 11766230 0 377484 11355448 X 12608400 12608400 406069 333545 72524 427620 427620 1597 1198 399 1965 1474 491 5614 4211 1403 134980 134980 5397 4000 1397 OCCF ALLOCATION 532177 399133 133044 FEDERAL AND STATE UBIT 100772 100772 OTHER PASS THROUGH EXPE 29772 29772 MEALS AND MEETINGS 23238 17429 5809 284874 275318 9556 14562475 13446143 1043808 72524 1497141 1421026 16001 27530 11350617 604575 9443017 10746042 313202777 306268328 4949716 5016431 533186 561512 329641838 324040869 84873 257573 1826647 3050226 1911520 3307799 X 17568315 17034350 310162003 303698720 327730318 320733070 329641838 324040869 X -2796245 -3853291 -347712 X X 0 1 X 1 0 X X 1 OKC COMMUNITY FOUNDATION 237024262 7 1 134464143 0 1 134464143 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 327730318 33298 7531930 12608400 1120387 833689 320733070 314710991 22423964 7538095 953551 912991 327730318 297379100 27812838 8486651 905012 1089284 314710991 272488390 17560 32379801 5689881 761498 1055272 297379100 274754158 1675000 4282100 6352829 428391 1441648 272488390 0.05300 0.94700 0 0 8068771 8068771 3073067 444411 2628656 208779 160164 48615 10746042 X PART V, LINE 4: THE ENDOWMENT IS INTENDED TO SUPPORT THE CHARITABLE MISSION OF THE FUND 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. 1 A CHANCE TO CHANGE FOUNDATION 2113 W BRITTON RD OKLAHOMA CITY OK 73120 731116884 501(C)(3) 25000 GENERAL PURPOSES ALLIED ARTS FOUNDATION 1015 N BROADWAY AVE STE 200 OKLAHOMA CITY OK 731025849 730804291 501(C)(3) 160000 GENERAL PURPOSES ARTS COUNCIL OKLAHOMA CITY 400 W CALIFORNIA AVE OKLAHOMA CITY OK 731025002 736112471 501(C)(3) 40000 GENERAL PURPOSES BEAUX ARTS COMMITTEE 6419 HILLCREST AVE OKLAHOMA CITY OK 73116 237259450 501(C)(3) 10000 GENERAL PURPOSES BIG BROTHERS BIG SISTERS OF OKLAHOMA (TULSA) 1401 SOUTH BOULDER AVE TULSA OK 74119 731226237 501(C)(3) 10000 GENERAL PURPOSES BOYS AND GIRLS CLUBS OF OKLAHOMA COUNTY INC PO BOX 18701 OKLAHOMA CITY OK 731540701 731472202 501(C)(3) 50000 GENERAL PURPOSES BRITVIL COMMUNITY FOOD PANTRY INC 8717 N WESTERN OKLAHOMA CITY OK 73114 731393003 501(C)(3) 15000 GENERAL PURPOSES CALM WATERS CENTER FOR CHILDREN AND FAMILIES INC 4334 NW EXPRESSWAY STE 101 OKLAHOMA CITY OK 731161515 731561707 501(C)(3) 15000 GENERAL PURPOSES CARPENTER SQUARE THEATRE 806 W MAIN ST OKLAHOMA CITY OK 731067821 731236623 501(C)(3) 25000 GENERAL PURPOSES CASA OF OKLAHOMA COUNTY INC 1608 NW EXPRESSWAY 101 OKLAHOMA CITY OK 731185801 134364692 501(C)(3) 10000 GENERAL PURPOSES CASADY SCHOOL PO BOX 20390 OKLAHOMA CITY OK 731560390 730587209 501(C)(3) 10000 GENERAL PURPOSES CENTER FOR CHILDREN AND FAMILIES 210 S COCKREL AVE NORMAN OK 730715610 730933253 501(C)(3) 30000 GENERAL PURPOSES CENTER FOR EMPLOYMENT OPPORTUNITIES INC 501 N WALKER SUITE 160 OKLAHOMA CITY OK 73102 133843322 501(C)(3) 10000 GENERAL PURPOSES CENTRAL OKLAHOMA AMERICAN INDIAN HEALTH COUNCIL INC 4913 W RENO OKLAHOMA CITY OK 73127 730955756 501(C)(3) 18000 GENERAL PURPOSES CHILD ABUSE RESPONSE AND EVALUATION CENTER 1403 N ASHTON PL OKLAHOMA CITY OK 731171042 731393193 501(C)(3) 10000 GENERAL PURPOSES CHURCH IN THE WILDWOOD PO BOX 26 GREEN MOUNTAIN FALLS CO 80819 840856363 501(C)(3) 1000000 GENERAL PURPOSES CITIZENS CARING FOR CHILDREN INC 730 W WILSHIRE CREEK BLVD OKLAHOMA CITY OK 73116 731230194 501(C)(3) 10000 GENERAL PURPOSES COLORADO SPRINGS FINE ARTS CENTER 30 W DALE ST COLORADO SPRINGS CO 809033210 840406947 501(C)(3) 25000 GENERAL PURPOSES COLORADO SPRINGS PHILHARMONIC ORCHESTRA PO BOX 1266 COLORADO SPRINGS CO 809011266 743091110 501(C)(3) 7500 GENERAL PURPOSES COMMUNITY LITERACY CENTERS INC 5131 CLASSEN CIR STE 204 OKLAHOMA CITY OK 731184420 731299581 501(C)(3) 10000 GENERAL PURPOSES CULTURAL OFFICE OF THE PIKES PEAK REGION PO BOX 190 COLORADO SPRINGS CO 80901 205794244 501(C)(3) 10000 GENERAL PURPOSES DEADCENTER FILM FESTIVAL INC 701 W SHERIDAN AVE STE 110 OKLAHOMA CITY OK 731022402 201054302 501(C)(3) 10000 GENERAL PURPOSES DENTISTS FOR THE DISABLED AND ELDERLY IN NEED OF TREATMENT 3000 UNITED FOUNDERS BLVD STE 122 OKLAHOMA CITY OK 73122 731325324 501(C)(3) 30000 GENERAL PURPOSES EDUCATION AND EMPLOYMENT MINISTRY INC 1501 N CLASSEN BLVD OKLAHOMA CITY OK 73106 731296882 501(C)(3) 30000 GENERAL PURPOSES EXCHANGE CLUB CENTER DBA PARENT PROMISE PO BOX 42286 OKLAHOMA CITY OK 73123 731284538 501(C)(3) 15000 GENERAL PURPOSES EXECUTIVE SERVICE CORPS OF CENTRAL OKLAHOMA 1232 N CLASSEN BLVD OKLAHOMA CITY OK 73106 731478718 501(C)(3) 17500 GENERAL PURPOSES FINE ARTS INSTITUTE OF EDMOND PO BOX 311 EDMOND OK 730830311 731250294 501(C)(3) 20000 GENERAL PURPOSES FRED JONES JR MUSEUM OF ARTUNIV OF OK FDN 555 ELM AVE NORMAN OK 73105 736091755 501(C)(3) 26000 GENERAL PURPOSES FRIENDS OF THE OKLAHOMA HISTORY CENTER 800 NAZIH ZUHDI DR OKLAHOMA CITY OK 73105 731595728 501(C)(3) 10000 GENERAL PURPOSES FUND FOR ANIMALS 200 WEST 57TH STREET NEW YORK NY 10019 136218740 501(C)(3) 25000 GENERAL PURPOSES GREEN BOX ARTS PROJECT 1001 W WILSHIRE BLVD FL 4 OKLAHOMA CITY OK 731167004 272255601 501(C)(3) 270000 GENERAL PURPOSES HEALTH ALLIANCE FOR THE UNINSURED INC 3000 UNITED FOUNDERS BLVD STE 244 OKLAHOMA CITY OK 731123913 261789292 501(C)(3) 25000 GENERAL PURPOSES HEARTLINE INC 3801 NW 63RD ST BLDG 1 OKLAHOMA CITY OK 731161900 730800311 501(C)(3) 25000 GENERAL PURPOSES HUMANE SOCIETY OF THE PIKES PEAK REGION 610 ABBOTT LANE COLORADO SPRINGS CO 80905 840410111 501(C)(3) 50000 GENERAL PURPOSES HUMANE SOCIETY OF THE UNITED STATES 1255 23RD NW STE 450 WASHINGTON DC 20037 530225390 501(C)(3) 25000 GENERAL PURPOSES INFANT CRISIS SERVICES 4224 N LINCOLN BLVD OKLAHOMA CITY OK 731055211 731378766 501(C)(3) 15000 GENERAL PURPOSES MARY ABBOTT CHILDREN'S HOME 231 E SYMMES ST NORMAN OK 730696028 731512416 501(C)(3) 8000 GENERAL PURPOSES MENTAL HEALTH ASSOCIATION OKLAHOMA 5330 EAST 31ST STREET TULSA OK 74135 730657931 501(C)(3) 20000 GENERAL PURPOSES MERCY HEALTH FOUNDATION OKLAHOMA CITY 13321 N MERIDIAN AVE STE 206 OKLAHOMA CITY OK 731208316 463184231 501(C)(3) 100000 GENERAL PURPOSES METROPOLITAN BETTER LIVING CENTER INC PO BOX 36119 OKLAHOMA CITY OK 731362119 731377127 501(C)(3) 35000 GENERAL PURPOSES MID-AMERICA ARTS ALLIANCE 2018 BALTIMORE AVE KANSAS CITY MO 64108 237303693 501(C)(3) 10000 GENERAL PURPOSES MOLLIE SPENCER FARM 1001 W WILSHIRE BLVD OKLAHOMA CITY OK 731167004 475094329 501(C)(3) 295000 GENERAL PURPOSES MYRIAD GARDENS FOUNDATION 301 W RENO AVE OKLAHOMA CITY OK 731025030 731293008 501(C)(3) 35000 GENERAL PURPOSES NATIONAL COWBOY & WESTERN HERITAGE MUSEUM 1700 NE 63RD ST OKLAHOMA CITY OK 731117906 300341029 501(C)(3) 10000 GENERAL PURPOSES NATIONAL FOREST FOUNDATION 390 UNION BLVD SUITE 400 DENVER CO 80228 521786332 501(C)(1) 15000 GENERAL PURPOSES NEIGHBORHOOD ALLIANCE OF CENTRAL OK 1236 NW 36TH ST OKLAHOMA CITY OK 731185604 731004173 501(C)(3) 20000 GENERAL PURPOSES NEIGHBORHOOD SERVICES ORGANIZATION INC 431 SW 11TH ST OKLAHOMA CITY OK 731095613 730785944 501(C)(3) 20000 GENERAL PURPOSES OKC FAMILY JUSTICE CENTER 1140 N HUDSON OKLAHOMA CITY OK 73103 475502128 501(C)(3) 20000 GENERAL PURPOSES OKC GIRLS ART SCHOOL 706 W SHERIDAN STE C OKLAHOMA CITY OK 73102 473974201 501(C)(3) 10000 GENERAL PURPOSES OKLAHOMA CENTER FOR NONPROFITS INC 720 W WILSHIRE BLVD STE 115 OKLAHOMA CITY OK 731167737 731501645 501(C)(3) 35000 GENERAL PURPOSES OKLAHOMA CHILDREN'S THEATRE 2501 N BLACKWELDER AVE OKLAHOMA CITY OK 731061402 731289903 501(C)(3) 15000 GENERAL PURPOSES OKLAHOMA CITY BALLET 6800 N CLASSEN BLVD OKLAHOMA CITY OK 731167208 237003520 501(C)(3) 220000 GENERAL PURPOSES OKLAHOMA CITY REPERTORY THEATRE GROUP PO BOX 1913 OKLAHOMA CITY OK 73101 731585689 501(C)(3) 25000 GENERAL PURPOSES OKLAHOMA CITY UNIVERSITY 2501 N BLACKWELDER AVE OKLAHOMA CITY OK 731061402 730579265 501(C)(3) 10000 GENERAL PURPOSES OKLAHOMA CONTEMPORARY ARTS CENTER PO BOX 3062 OKLAHOMA CITY OK 73101 731334271 501(C)(3) 1500000 GENERAL PURPOSES OKLAHOMA HISTORICAL SOCIETYHISTORY CENTER 800 NAZIH ZUHDI DR OKLAHOMA CITY OK 73105 736017987 501(C)(3) 88000 GENERAL PURPOSES OKLAHOMA HUMANITIES COUNCIL INC 424 COLCORD DR STE E OKLAHOMA CITY OK 73102 730951965 501(C)(3) 30000 GENERAL PURPOSES OKLAHOMA MEDICAL RESEARCH FOUNDATION 825 NE 13TH ST OKLAHOMA CITY OK 731045097 730580274 501(C)(3) 25000 GENERAL PURPOSES OKLAHOMA MUSEUMS ASSOCIATION 2020 REMINGTON PLACE OKLAHOMA CITY OK 73111 731004791 501(C)(3) 20000 GENERAL PURPOSES OKLAHOMA PROJECT WOMAN PO BOX 14026 TULSA OK 741591026 731616817 501(C)(3) 10000 GENERAL PURPOSES OKLAHOMA SHAKESPEARE IN THE PARK PO BOX 1437 OKLAHOMA CITY OK 731011437 731276763 501(C)(3) 25000 GENERAL PURPOSES OKLAHOMA WOMEN'S COALITION 720 W WILSHIRE BLVD STE 101D NICHOLS HILLS OK 731167737 263713089 501(C)(3) 20000 GENERAL PURPOSES OKLAHOMANS FOR THE ARTS INC 111 NW 9TH ST OKLAHOMA CITY OK 731025808 731405930 501(C)(3) 30000 GENERAL PURPOSES PAINTED SKY OPERA PO BOX 969 EDMOND OK 730830969 474955667 501(C)(3) 10000 GENERAL PURPOSES PASEO ARTISTS ASSOCIATION INC 3024 PASEO OKLAHOMA CITY OK 731031021 731246546 501(C)(3) 35000 GENERAL PURPOSES PAYNE EDUCATION CENTER 10404 VINEYARD BLVD STE A OKLAHOMA CITY OK 731203739 731254896 501(C)(3) 15000 GENERAL PURPOSES PIVOT INC (FORMERLY YOUTH SERVICES FOR OKLAHOMA COUNTY INC) 201 NE 50TH ST OKLAHOMA CITY OK 731051811 730940217 501(C)(3) 25000 GENERAL PURPOSES PLANNED PARENTHOOD GREAT PLAINS (FORMERLY CENTRAL OKLAHOMA) 619 NW 23RD ST OKLAHOMA CITY OK 73103 440565390 501(C)(3) 130000 GENERAL PURPOSES POSITIVE TOMORROWS INC PO BOX 61190 OKLAHOMA CITY OK 731461190 731393438 501(C)(3) 20000 GENERAL PURPOSES POSSIBILITIES INC PO BOX 60254 OKLAHOMA CITY OK 731460254 731544249 501(C)(3) 20000 GENERAL PURPOSES RAINBOW FLEET 1105 NW 45TH ST OKLAHOMA CITY OK 73118 731096719 501(C)(3) 11000 GENERAL PURPOSES RALPH ELLISON FOUNDATION PO BOX 11114 OKLAHOMA CITY OK 731360114 464307782 501(C)(3) 35000 GENERAL PURPOSES REBUILDING TOGETHER OKC INC 945 W WILSHIRE BLVD OKLAHOMA CITY OK 731167023 731450790 501(C)(3) 20000 GENERAL PURPOSES RED EARTH INC 100 NORTH BROADWAY SUITE 2750 OKLAHOMA CITY OK 73102 731137755 501(C)(3) 15000 GENERAL PURPOSES REGIONAL AIDS INTERCOMMUNITY NETWORK OF OKLAHOMA 3800 N CLASSEN SUITE 200 OKLAHOMA CITY OK 73118 731397513 501(C)(3) 20000 GENERAL PURPOSES REGIONAL FOOD BANK OF OKLAHOMA 3355 S PURDUE ST OKLAHOMA CITY OK 731797640 731100380 501(C)(3) 50000 GENERAL PURPOSES REMERGE OF OK COUNTY INC PO BOX 2845 OKLAHOMA CITY OK 73101 464504748 501(C)(3) 20000 GENERAL PURPOSES SCIENCE MUSEUM OKLAHOMA 2020 REMINGTON PLACE OKLAHOMA CITY OK 731117107 730682415 501(C)(3) 10000 GENERAL PURPOSES SCISSORTAIL COMMUNITY DEVELOPMENT CORPORATION 302 SW 25TH STREET OKLAHOMA CITY OK 73109 453091965 501(C)(3) 10000 GENERAL PURPOSES SCISSORTAIL PARK FOUNDATION 301 WEST RENO AVENUE OKLAHOMA CITY OK 73102 811857531 501(C)(3) 110000 GENERAL PURPOSES SIX TWELVE INC 612 NW 29TH STREET OKLAHOMA CITY OK 73103 275215598 501(C)(3) 10000 GENERAL PURPOSES SKYLINE URBAN MINISTRY INC 500 SE 15TH ST OKLAHOMA CITY OK 731294302 237396786 501(C)(3) 10000 GENERAL PURPOSES SPECIAL CARE INCORPORATED 12201 N WESTERN AVE OKLAHOMA CITY OK 731148022 731227079 501(C)(3) 25000 GENERAL PURPOSES STITCHCREW INC 1312 NW 172ND ST EDMOND OK 73012 823028832 501(C)(3) 10000 GENERAL PURPOSES SUNBEAM FAMILY SERVICES INC 1100 NW 14TH ST OKLAHOMA CITY OK 731064450 730590119 501(C)(3) 25000 GENERAL PURPOSES THE CHAMBER ORCHESTRA OF THE SPRINGS PO BOX 7911 COLORADO SPRINGS CO 809337911 742258729 501(C)(3) 7500 GENERAL PURPOSES THE CHILDREN'S HOSPITAL VOLUNTEERS INC 1200 EVERETT DR BOX 71 OKLAHOMA CITY OK 73104 237356912 501(C)(3) 10000 GENERAL PURPOSES THE URBAN MISSION INC 3737 N PORTLAND AVE OKLAHOMA CITY OK 731122904 731229527 501(C)(3) 25000 GENERAL PURPOSES THRIVE INC 3000 UNITED FOUNDERS BLVD STE 247 OKLAHOMA CITY OK 73112 812820895 501(C)(3) 250000 GENERAL PURPOSES TOWN OF GREEN MOUNTAIN FALLS PO BOX 524 GREEN MOUNTAIN FALLS CO 80919 846000594 TOWN GREEN MTN FALLS 75000 GENERAL PURPOSES TREE BANK 3535 N CLASSEN BLVD OKLAHOMA CITY OK 731183256 731313154 501(C)(3) 10000 GENERAL PURPOSES TRUST WOMEN FOUNDATION PO BOX 3222 WICHITA KS 67201 273246473 501(C)(3) 11000 GENERAL PURPOSES UNITED WAY OF CENTRAL OKLAHOMA PO BOX 248919 OKLAHOMA CITY OK 731248919 730589829 501(C)(3) 150000 GENERAL PURPOSES UNTITLED ART SPACE INC 1 NE 3RD STREET OKLAHOMA CITY OK 73104 364527630 501(C)(3) 20000 GENERAL PURPOSES UPWARD TRANSITIONS (TRAVELERS AID) 1134 W MAIN ST OKLAHOMA CITY OK 731067847 730590277 501(C)(3) 15000 GENERAL PURPOSES UTE PASS ELEMENTARY SCHOOL 9230 CHIPITA PARK ROAD CHIPITA PARK CO 80809 980255400 CASCADE, CO 82000 GENERAL PURPOSES VARIETY CARE FOUNDATION INC 3000 NORTH GRAND BOULEVARD OKLAHOMA CITY OK 73107 730580273 501(C)(3) 275000 GENERAL PURPOSES WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BLVD BRONX NY 10460 131740011 501(C)(3) 50000 GENERAL PURPOSES WILLIAM FREMONT HARN GARDENS 1721 N LINCOLN BLVD OKLAHOMA CITY OK 731054911 731284447 501(C)(3) 30000 GENERAL PURPOSES YEAR ONE INC 6740 EAST COLFAX AVE DENVER CO 80220 841182631 501(C)(3) 19500 GENERAL PURPOSES YUKON COMMUNITY SUPPORT FOUNDATION PO BOX 850500 YUKON OK 730850500 311745062 501(C)(3) 30000 GENERAL PURPOSES OKLAHOMA CITY COMMUNITY FOUNDATION INC PO BOX 1146 OKLAHOMA CITY OK 73101 237024262 501(C)(3) 4500500 GENERAL PURPOSES DEER CREEK AFFILIATED FUND PO BOX 1146 OKLAHOMA CITY OK 73101 731461683 501(C)(3) 20000 GENERAL PURPOSES OKC ART MUSEUM AFFILIATED FUND PO BOX 1146 OKLAHOMA CITY OK 73101 731400397 501(C)(3) 200000 GENERAL PURPOSES 102 2 PART I, LINE 2: THIS ORGANIZATION'S DUE DILIGENCE PROCEDURES PRIOR TO GRANT DISTRIBUTION 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 REIMBURSMENT PURPOSES OR FOR NON-CHARITABLE PURPOSES. 0 1 0 0 0 0 0 0 0 NANCY B ANTHONY SECY/TREASUER 0 341217 0 0 0 3048 0 54942 0 8334 0 407541 0 0 JOEL SCHWARTZ DIR OF IT 0 199671 0 0 0 1110 0 20068 0 8111 0 228960 0 0 RHONDA GODWIN VICE PRES ADMINISTRATION 0 189328 0 0 0 706 0 19261 0 8170 0 217465 0 0 ELIZABETH EICKMAN DIR OF KIRKPATRICK FAM FND 0 172606 0 0 0 901 0 17326 0 8069 0 198902 0 0 JOE CARTER VICE PRES DEVELOPMENT 0 157567 0 0 0 526 0 16229 0 7961 0 182283 0 0 BRIAN J DOUGHERTY DIR OF MAB TRUST 0 147575 0 0 0 742 0 14983 0 7839 0 171139 0 0 CATHY LIPPARD CONTROLLER 0 134878 0 0 0 488 0 13787 0 7710 0 156863 0 0 HELEN STONE DIR. STRATEGIC OPERATIONS 0 128973 0 0 0 544 0 13200 0 7646 0 150363 0 0 PART I, LINE 4B NANCY ANTHONY PARTICIPATED IN A SPLIT-DOLLAR LIFE INSURANCE PLAN BUT DID NOT RECEIVE A PAYMENT DURING THE YEAR X MISC FURNITURE FOR GREEN MTN FALLS 1 33298 APPRAISAL 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED REFLECTES THE NUMBER OF GIFTS RECEIVED. THE GIFT INCLUDED MISCELLANEOUS SMALL FURNITURE ITEMS. PART I, LINE 32B: LINE 31: WHILE THE ORGANIZATION DOESN'T DIRECTLY HAVE A GIFT ACCEPTANCE POLICY THAT REQUIRES THE REVIEW OF ANY NON-STANDARD CONTRIBUTIONS, THE OKLAHOMA CITY COMMUNITY FOUNDATION, WHICH HAS AN ECONOMIC INTEREST IN AND CONTROLS THE SUPPORTING ORGANIZATION'S BOARD OF TRUSTEES, DOES HAVE A GIFT ACCEPTANCE POLICY AND IT IS FOLLOWED IN ACCEPTING GIFTS WITHIN ALL SUPPORTING ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 2 GEORGE DREW, TRUSTEE HAS A BUSINESS RELATIONSHIP WITH A FAMILY MEMBER OF JANE SUTTER, TRUSTEE. 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 FORM 990 IS PREPARED AND REVIEWED BY STAFF OF THE OKC COMMUNITY FOUNDATION, INC., THE SUPPORTED ORGANIZATION. THE RETURN IS DISTRIBUTED TO TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL DIRECTORS, NON-DIRECTOR COMMITTEE MEMBERS AND EMPLOYEES ANNUALLY. THEY ARE ASKED TO ACKNOWLEDGE RECEIPT BY RETURNING A SIGNED ACKNOWLEDGMENT AND DISCLOSURE OF ANY POTENTIAL CONFLICTS. 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, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES: OCCF ALLOCATION REPRESENTS SALARIES AND BENEFITS REIMBURSED TO OKLAHOMA CITY COMMUNITY FOUNDATION FOR STAFF EMPLOYED BY THE FOUNDATION WHOSE TIME IS ALLOCATED TO THE KIRKPATRICK FAMILY FUND FORM 990, PART XI, LINE 9: UNRELATED BUSINESS TAXABLE INCOME -347,712. FORM 990, 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. HISTORIC GREEN MOUNTAIN FALLS FDN LLC PO BOX 1146 OKLAHOMA CITY OK 73101 NON-PROFIT OK 33298 5585292 KIRKPATRICK FAMILY AF 2 NW 11TH STREET LLC PO BOX 1146 OKLAHOMA CITY OK 73101 NON-PROFIT OK 44770 3522203 KIRKPATRICK FAMILY AF CAMPBELL ART PARK LLC PO BOX 1146 OKLAHOMA CITY OK 73101 NON-PROFIT OK 273763 KIRKPATRICK FAMILY AF ALBERS FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKC OK 73102 260703109 CHARITABLE OK 501(C)(3) LINE 12A, I 0 ALLIED ARTS FOUNDATION AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKC 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 OKC OK 73102 731574817 CHARITABLE OK 501(C)(3) LINE 12A, I 0 CHRISTIAN KEESEE CHARITABLE FUND OF OCCF INC 1000 N BROADWAY AVE OKC OK 73102 204459575 CHARITABLE OK 501(C)(3) LINE 12A, I 0 COMMUNITY RESOURCES OIL & GAS 1000 N BROADWAY AVE OKC OK 73102 731608889 CHARITABLE OK 501(C)(3) LINE 12A, I 0 COMMUNITY RESOURCES REAL ESTATE 1000 N BROADWAY AVE OKC 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 OKC OK 73102 731374647 CHARITABLE OK 501(C)(3) LINE 12A, I 0 DEER CREEK AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKC 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 OKC OK 73102 364763764 CHARITABLE OK 501(C)(3) LINE 12A, I 0 HERITAGE HALL AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKC 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 OKC 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 OKC OK 73102 320101644 CHARITABLE OK 501(C)(3) LINE 12A, I 0 JOHN & CLAUDIA HOLLIMAN AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKC OK 73102 731528946 CHARITABLE OK 501(C)(3) LINE 12A, I 0 J KIRKPATRICK FND FOR HISTORIC CULTURAL & CIVIC UNDERSTANDING AFFIL 1000 N BROADWAY AVE OKC OK 73102 731353370 CHARITABLE OK 501(C)(3) LINE 12A, I 0 LAWTON COMMUNITY FOUNDATION AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKC OK 73102 731566026 CHARITABLE OK 501(C)(3) LINE 12A, I 0 LEADERSHIP OKLAHOMA CITY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKC OK 73102 731461684 CHARITABLE OK 501(C)(3) LINE 12A, I 0 LOVE FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKC OK 73102 731581477 CHARITABLE OK 501(C)(3) LINE 12A, I 0 MA EVERETT FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKC OK 73102 731520821 CHARITABLE OK 501(C)(3) LINE 12A, I 0 MALZAHN FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKC 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 OKC OK 73102 731400397 CHARITABLE OK 501(C)(3) LINE 12A, I 0 OKLAHOMA CITY COMMUNITY FOUNDATION INC 1000 N BROADWAY AVE OKC OK 73102 237024262 CHARITABLE OK 501(C)(3) LINE 7 0 OKC RETAILERS FOUNDATION AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKC OK 73102 731550200 CHARITABLE OK 501(C)(3) LINE 12A, I 0 OKLAHOMA PHILHARMONIC AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKC OK 73102 731461680 CHARITABLE OK 501(C)(3) LINE 12A, I 0 R H JR & BONNIE HEFNER FAMILY AFFIL FUND OF OCCF INC 1000 N BROADWAY AVE OKC 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 OKC OK 73102 731609200 CHARITABLE OK 501(C)(3) LINE 12A, I 0 RURAL OKLA COMMUNITY FDN INC AN AFFIL FUND OF OCCF INC 1000 N BROADWAY AVE OKC 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 OKC OK 73102 731330516 CHARITABLE OK 501(C)(3) LINE 12A, I 0 VOGT FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKC OK 73102 470969102 CHARITABLE OK 501(C)(3) LINE 12A, I 0 WM E & MARGARET H DAVIS FAMILY AFFIL FUND OF OCCF INC 1000 N BROADWAY AVE OKC OK 73102 731324131 CHARITABLE OK 501(C)(3) LINE 12A, I 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 PART II 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