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COMMUNITIES FOUNDATION OF OKLAHOMA INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
COMMUNITIES FOUNDATION OF OKLAHOMA INC (EIN 73-1396320)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-14
IRS object ID
202031969349304228
Schema version
2018v3.2
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)
Return2020-07-14T15:23:05-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11225 N BROADWAY AVENUE SUITE 200AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731396320EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITIES FOUNDATION OF OKLAHOMABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone4054881450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 NW 63RD STREET SUITE 200AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY JENKINSPersonNm
Person TitleCHAIRPersonTitleTxt
Phone4054881450PhoneNum
Signature2020-07-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW LYNDEL LACKEYPreparerPersonNm
PTINP00234298PTIN
Phone4058482020PhoneNum
Preparation2020-07-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address4.14.133.138IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-08IPDt
IP Tm14:03:16IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdAB9D39DAB8F64CBCBAEF692949137285CA1D49BBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerMARY JENKINSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 NW 63RD STREET SUITE 200AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73116ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$17,580,233GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CFOK.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionSERVE PHILANTHROPIC NEEDS OF ALL OF OKLAHOMA.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers37TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,438,581PYContributionsGrantsAmt
CY Contributions Grants$9,360,466CYContributionsGrantsAmt
PY Program Service Revenue$680,891PYProgramServiceRevenueAmt
CY Program Service Revenue$474,206CYProgramServiceRevenueAmt
PY Investment Income$3,880,623PYInvestmentIncomeAmt
CY Investment Income$4,516,747CYInvestmentIncomeAmt
PY Other Revenue$42,123PYOtherRevenueAmt
CY Other Revenue$43,503CYOtherRevenueAmt
PY Total Revenue$14,042,218PYTotalRevenueAmt
CY Total Revenue$14,394,922CYTotalRevenueAmt
PY Grants And Similar Paid$12,451,378PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,612,935CYGrantsAndSimilarPaidAmt
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$248,699CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$42,825CYTotalFundraisingExpenseAmt
PY Other Expenses$1,562,664PYOtherExpensesAmt
CY Other Expenses$1,133,705CYOtherExpensesAmt
PY Total Expenses$14,014,042PYTotalExpensesAmt
CY Total Expenses$9,995,339CYTotalExpensesAmt
PY Revenues Less Expenses$28,176PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,399,583CYRevenuesLessExpensesAmt
Total Assets BOY$103,349,856TotalAssetsBOYAmt
Total Assets EOY$108,861,385TotalAssetsEOYAmt
Total Liabilities BOY$4,092,478TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,019,461TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$99,257,378NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$104,841,924NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSERVE PHILANTHROPIC NEEDS OF ALL OF OKLAHOMA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,188,235ExpenseAmt
Grant$1,108,714GrantAmt
DescGRANTS WERE PROVIDED TO FACILITATE THE RENOVATION AND REPURPOSING OF THE FORMER PAULINE E. MAYER SHELTER TO BETTER FACILITATE CHILD WELFARE SERVICES WITHIN OKLAHOMA.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$857,379ExpenseAmt
Grant$800,000GrantAmt
DescGRANTS WERE PROVIDED TO THE PEACEFUL ANIMAL ADOPTION SHELTER IN VINITA OKLAHOMA FOR OPERATION OF A NO-KILL SHELTER.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$290,111ExpenseAmt
Grant$270,696GrantAmt
DescGRANTS WERE PROVIDED FOR NUMEROUS PROJECTS TO IMPROVE THE QUALITY OF LIFE WITHIN THE TAHLEQUAH COMMUNITY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$6,894,965ExpenseAmt
Grant$6,433,525GrantAmt
Revenue$474,206RevenueAmt
DescGRANTS FOR CHARITABLE PROGRAMS AND PROJECTS THROUGHOUT THE STATE OF OKLAHOMA AND THROUGHOUT THE UNITED STATES.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,894,965TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$6,433,525TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$474,206TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$9,230,690TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
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 Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document15IRPDocumentCnt
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 ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
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 Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4054881450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 NW 63RD STREET SUITE 200AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73116ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARY JENKINS
CHAIR1.00Yes (X)Yes (X)$0$0$0
RICHARD RYERSON
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
TOM MCCASLAND III
TREASURER1.00Yes (X)Yes (X)$0$0$0
LESLIE RAINBOLT-FORBES
SECRETARY1.00Yes (X)Yes (X)$0$0$0
BILL BURGESS
DIRECTOR1.00Yes (X)$0$0$0
JIM HALL III
DIRECTOR1.00Yes (X)$0$0$0
ROBERTA BURRAGE
DIRECTOR1.00Yes (X)$0$0$0
DB GREEN
DIRECTOR1.00Yes (X)$0$0$0
JIM STUART
DIRECTOR1.00Yes (X)$0$0$0
TERESA ROSE CROOK
EXECUTIVE DIRECTOR34.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FOUNDATION MANAGEMENT INC
2932 NW 122ND STREETOKLAHOMA CITYOK73120MANAGEMENT SERVICES$634,309
BANCFIRST
101 N BROADWAYOKLAHOMA CITYOK73123PORTFOLIO MANAGEMENT$307,899
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$9,360,466AllOtherContributionsAmt
Noncash Contributions$1,040,902NoncashContributionsAmt
Total Contributions$9,360,466TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Business900099BusinessCd
Total Revenue Column$474,206TotalRevenueColumnAmt
Related Or Exempt Func Income$474,206RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$474,206TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,371,590TotalRevenueColumnAmt
Exclusion$2,371,590ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$43,503TotalRevenueColumnAmt
Exclusion$43,503ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,330,468SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,185,311SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,145,157SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,145,157TotalRevenueColumnAmt
Exclusion$2,145,157ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,394,922TotalRevenueColumnAmt
Related Or Exempt Func Income$474,206RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,560,250ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,460,392TotalAmt
Program Services$7,460,392ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,152,543TotalAmt
Program Services$1,152,543ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$88,623TotalAmt
Program Services$54,877ProgramServicesAmt
Management And General$32,067ManagementAndGeneralAmt
Fundraising$1,679FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$154,494TotalAmt
Program Services$95,667ProgramServicesAmt
Management And General$55,901ManagementAndGeneralAmt
Fundraising$2,926FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$5,582TotalAmt
Program Services$3,457ProgramServicesAmt
Management And General$2,020ManagementAndGeneralAmt
Fundraising$105FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$634,309TotalAmt
Program Services$460,732ProgramServicesAmt
Management And General$141,862ManagementAndGeneralAmt
Fundraising$31,715FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,165TotalAmt
Management And General$1,165ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$27,427TotalAmt
Management And General$27,427ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$307,899TotalAmt
Management And General$307,899ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$52,010TotalAmt
Management And General$52,010ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,400TotalAmt
Fundraising$6,400FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$23,287TotalAmt
Management And General$23,287ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$42,897TotalAmt
Management And General$42,897ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,022TotalAmt
Program Services$3,022ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$5,209TotalAmt
Management And General$5,209ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$20,376TotalAmt
Management And General$20,376ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
DUES AND SUBSCRIPTIONS$6,750$6,750
BUSINESS ENTERTAINMENT$1,540$1,540
STAFF DEVELOPMENT$1,414$1,414

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,995,339TotalAmt
Program Services$9,230,690ProgramServicesAmt
Management And General$721,824ManagementAndGeneralAmt
Fundraising$42,825FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,715,801BOYAmt
EOY$4,171,326EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,771,677BOYAmt
EOY$1,790,234EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,131LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$31,131EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$96,862,378BOYAmt
EOY$102,868,694EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$103,349,856BOYAmt
EOY$108,861,385EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$4,092,478BOYAmt
EOY$4,019,461EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,092,478BOYAmt
EOY$4,019,461EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$99,257,378BOYAmt
EOY$104,841,924EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$99,257,378BOYAmt
EOY$104,841,924EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$103,349,856BOYAmt
EOY$108,861,385EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$4,399,583ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,189,530NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$4,567PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,026,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,048,579CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,623,326CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,438,580CurrentTaxYearMinus1YearAmt
Current Tax Year$9,360,466CurrentTaxYearAmt
Total$48,497,933TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,026,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,048,579CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,623,326CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,438,580CurrentTaxYearMinus1YearAmt
Current Tax Year$9,360,466CurrentTaxYearAmt
Total$48,497,933TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,466,318SubstantialContributorsTotAmt
Public Support Total170$42,031,615PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,750,558CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,889,546CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,878,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,997,646CurrentTaxYearMinus1YearAmt
Current Tax Year$2,415,093CurrentTaxYearAmt
Total$9,931,287TotalAmt
FieldValueIRS element (for citing)
Total Support$58,429,220TotalSupportAmt
Gross Receipts Rltd Activities$3,358,512GrossReceiptsRltdActivitiesAmt
Public Support CY1700.71940PublicSupportCY170Pct
Public Support PY1700.74610PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held55DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held762FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$3,615,975DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$5,744,491FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$3,135,658DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$5,477,277FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$35,297,784DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$69,544,140FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,281,667BeginningYearBalanceAmt
Contributions$1,076,532ContributionsAmt
Investment Earnings Or Losses$1,625,390InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,221,864GrantsOrScholarshipsAmt
Administrative Expenses$343,647AdministrativeExpensesAmt
End Year Balance$30,418,078EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,191,140BeginningYearBalanceAmt
Contributions$3,569,629ContributionsAmt
Investment Earnings Or Losses$1,877,723InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,051,714GrantsOrScholarshipsAmt
Administrative Expenses$305,111AdministrativeExpensesAmt
End Year Balance$29,281,667EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,898,517BeginningYearBalanceAmt
Contributions$846,792ContributionsAmt
Investment Earnings Or Losses$2,618,958InvestmentEarningsOrLossesAmt
Grants Or Scholarships$891,188GrantsOrScholarshipsAmt
Administrative Expenses$281,939AdministrativeExpensesAmt
End Year Balance$25,191,140EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,040,215BeginningYearBalanceAmt
Contributions$1,058,937ContributionsAmt
Investment Earnings Or Losses$35,186InvestmentEarningsOrLossesAmt
Grants Or Scholarships$971,393GrantsOrScholarshipsAmt
Administrative Expenses$264,428AdministrativeExpensesAmt
End Year Balance$22,898,517EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,802,131BeginningYearBalanceAmt
Contributions$1,765,592ContributionsAmt
Investment Earnings Or Losses$466,092InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,721,239GrantsOrScholarshipsAmt
Administrative Expenses$272,361AdministrativeExpensesAmt
End Year Balance$23,040,215EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,131OtherCostOrOtherBasisAmt
Book Value$31,131BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$31,131TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$11,228,430TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,189,530NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,189,530RevenueNotReportedAmt
Revenue Subtotal$10,038,900RevenueSubtotalAmt
Other Revenues Not Included$4,356,022OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$4,356,022RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$14,394,922TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,454,699TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,454,699ExpensesSubtotalAmt
Other Expenses Not Included$1,540,640OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,540,640ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,995,339TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 4B - OTHER ADJUSTMENTS:AGENCY TRANSFERS SUBJECT TO FAS 136 4,356,022.
PART XII, LINE 4B - OTHER ADJUSTMENTS:AGENCY TRANSFERS SUBJECT TO FAS 136 1,540,640.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (150 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ABILTY FIRST INC
1301 W MAIN STREETDUNCANOK735334328731151612501(C)(3)$9,737OPERATIONS GRANT
AGRICORPS INC
PO BOX 123THROCKMORTONTX76483463335977501(C)(3)$199,999OPERATIONS GRANT
ALLEY CAT ADVOCATES INC
3044 BARDSTOWN RD 204LOUISVILLEKY40205611343210501(C)(3)$12,000OPERATIONS GRANT
ALL SAINTS' EPISCOPAL CHURCH
809 WEST CEDARDUNCANOK73533730796096501(C)(3)$8,885OPERATIONS GRANT
ALVA INDEPENDENT SCHOOL DISTRICT #001
418 FLYNN STALVAOK73717ALVA SCHOOL DISTRICT$8,562OPERATIONS GRANT
AMES CEMETERY
PO BOX 21COVINGTONOK73730736105956501(C)(13)$8,457OPERATIONS GRANT
ANNA'S HOUSE FOUNDATION
3001 EAST MEMORIAL RD SUITE 200EDMONDOK73013331203679501(C)(3)$20,000OPERATIONS GRANT
ASSISTANCE LEAGUE OF NORMAN
809 WALL STREETNORMANOK73026730927199501(C)(3)$32,587OPERATIONS GRANT
BETHESDA INC
1181 EAST MAINNORMANOK73071731170216501(C)(3)$26,896OPERATIONS GRANT
BLACKWELL OKLAHOMA COMMUNITY FOUNDATION INC
PO BOX 514BLACKWELLOK746310514731388218501(C)(3)$6,007OPERATIONS GRANT
BLACKWELL PUBLIC SCHOOL FOUNDATION
PO BOX 151BLACKWELLOK74631731330442501(C)(3)$6,819OPERATIONS GRANT
BLANCHARD PUBLIC SCHOOLS EDUCATION FOUNDATION
PO BOX 1994BLANCHARDOK73010562300426501(C)(3)$5,116OPERATIONS GRANT
BOB STOOPS CHAMPIONS FOUNDATION INC
180 W BROOKS SUITE 320NORMANOK73069731617340501(C)(3)$5,550OPERATIONS GRANT
BOYS AND GIRLS CLUB OF OKLAHOMA COUNTY
PO BOX 18701OKLAHOMA CITYOK73154731472202501(C)(3)$60,000OPERATIONS GRANT
BOYS AND GIRLS CLUB OF TAHLEQUAH
PO BOX 1967TAHLEQUAHOK744651967731505432501(C)(3)$32,343OPERATIONS GRANT
BRISTOW EDUCATION FOUNDATION INC
104 SOUTH MAINBRISTOWOK74010731450789501(C)(3)$20,149OPERATIONS GRANT
BURLINGTON EDUCATION FOUNDATION
401 MAIN STBURLINGTONOK73722731536760501(C)(3)$10,211OPERATIONS GRANT
CALM WATERS
4334 NW EXPRESSWAY STE 101OKLAHOMA CITYOK73116731561707501(C)(3)$13,565OPERATIONS GRANT
CAMERON UNIVERSITY FOUNDATION
2800 WEST GORE BLVDLAWTONOK73505237168952501(C)(3)$123,350OPERATIONS GRANT
CASADY SCHOOL
9500 N PENNSYLVANIA AVEOKLAHOMA CITYOK73120730587209501(C)(3)$53,758OPERATIONS GRANT
CASA FOR CHILDRENMUSKOGEE
419 W BROADWAY STMUSKOGEEOK74401731497371501(C)(3)$5,229OPERATIONS GRANT
CASA OF CHEROKEE COUNTRY
PO BOX 1788TAHLEQUAHOK74465731478988501(C)(3)$7,691OPERATIONS GRANT
CASA OF OKLAHOMA COUNTY
5905 NORTH CLASSEN COURT SUITE 302OKLAHOMA CITYOK73118134364692501(C)(3)$8,222OPERATIONS GRANT
CENTRAL OKLAHOMA HUMANE SOCIETY
PO BOX 18471OKLAHOMA CITYOK73154208446621501(C)(3)$10,000OPERATIONS GRANT
CHICKASHA AREA YMCA
725 WEST CHICKASHA AVENUECHICKASHAOK73018730579270501(C)(3)$32,000OPERATIONS GRANT
CHISHOLM TRAIL ARTS COUNCIL INC
810 W WALNUTDUNCANOK73533731028488501(C)(3)$10,822OPERATIONS GRANT
CHISHOLM TRAIL CHURCH OF CHRIST
3204 W BEECH AVEDUNCANOK73533731194152501(C)(3)$10,055OPERATIONS GRANT
CHISHOLM TRAIL HERITAGE CENTER ASSOCIATION
1000 CHISHOLM TRAIL PARKWAYDUNCANOK73533141896825501(C)(3)$161,033OPERATIONS GRANT
CHURCH WOMEN UNITED TOY SHOP
P O BOX 206DUNCANOK735340206510200884501(C)(3)$10,337OPERATIONS GRANT
CITIZENS FOR CHILDREN AND FAMILIES
2108 NW 59TH CIRCLEOKLAHOMA CITYOK73112821142316501(C)(3)$10,000OPERATIONS GRANT
CITY OF CHICKASHA
117 N 4TH STREETCHICKASHAOK73018736005139CITY OF CHICKASHA$45,000OPERATIONS GRANT
CITY OF COLORADO SPRINGS
30 SOUTH NEVADA AVENUECOLORADO SPRINGSCO80903CITY OF COLORADO SPR$25,000OPERATIONS GRANT
CITY OF OKLAHOMA CITY
200 NORTH WALKER AVEOKLAHOMA CITYOK73102CITY OF OKLAHOMA CIT$100,000OPERATIONS GRANT
CITY OF SHAWNEE
231 N BELL AVESHAWNEEOK74801736005424CITY OF SHAWNEE$13,276OPERATIONS GRANT
CITY OF TAHLEQUAH
401 S WATER AVETAHLEQUAHOK74464CITY OF TAHLEQUAH$100,000OPERATIONS GRANT
COMMUNITY CHRISTIAN SCHOOL INC
3002 BROCE DRNORMANOK73072731286326501(C)(3)$35,500OPERATIONS GRANT
DALLAS ARBORETUM & BOTANICAL GARDEN INC
8617 GARLAND ROADDALLASTX75218237375815501(C)(3)$10,000OPERATIONS GRANT
DALLAS AREA CHAPTER AMERICAN RED CROSS
4800 HARRY HINES BLVDDALLASTX75235530196605501(C)(3)$10,000OPERATIONS GRANT
DARTMOUTH COLLEGE DEVELOPMENT
6066 DEVELOPMENT OFFICEHANOVERNH03755020222111501(C)(3)$100,000OPERATIONS GRANT
DAVIS PUBLIC SCHOOL FOUNDATION
PO BOX 333DAVISOK73030731390242501(C)(3)$7,473OPERATIONS GRANT
DOVE SCIENCE ACADEMY
919 NW 23RD STOKLAHOMA CITYOK73106472494465501(C)(3)$10,000OPERATIONS GRANT
DUNCAN PUBLIC SCHOOLS
PO BOX 1548DUNCANOK73534736021226DUNCAN PUBLIC SCHOOL$13,094OPERATIONS GRANT
DUNCAN PUBLIC SCHOOLS FOUNDATION
PO BOX 1882DUNCANOK735341468731341146501(C)(3)$62,566OPERATIONS GRANT
DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATION
PO BOX 2000DUNCANOK735342000202772056501(C)(3)$265,539OPERATIONS GRANT
DUNCAN SENIOR CITIZENS CENTER
1110 N 7TH STREETDUNCANOK73533730775679501(C)(3)$18,507OPERATIONS GRANT
EMERGENCY INFANT SERVICES
222 S HOUSTON AVETULSAOK74127731039524501(C)(3)$10,000OPERATIONS GRANT
ENERGY FC FOUNDATION
1001 N BROADWAYOKLAHOMA CITYOK73102822642006501(C)(3)$11,500OPERATIONS GRANT
FIELDS AND FUTURES FOUNDATION
7001 NW 164THEDMONDOK73013464569055501(C)(3)$5,559OPERATIONS GRANT
FIRST BAPTIST CHURCH (SHAWNEE)
PO BOX 1928SHAWNEEOK748021928730614288501(C)(3)$9,000OPERATIONS GRANT
FIRST CHRISTIAN CHURCH DAY CARE
912 W WALNUTDUNCANOK73533730661826501(C)(3)$12,665OPERATIONS GRANT
FIRST CHRISTIAN CHURCH DUNCAN
912 W WALNUTDUNCANOK73533730661826501(C)(3)$6,245OPERATIONS GRANT
FOOD AND SHELTER INC
PO BOX 5537NORMANOK73071731222111501(C)(3)$25,045OPERATIONS GRANT
FRANCIS TUTTLE FOUNDATION INC
12777 N ROCKWELL AVEOKLAHOMA CITYOK73142731226477501(C)(3)$8,126OPERATIONS GRANT
FREEDOM CHURCH
PO BOX 188PIEDMONTOK73078731571631501(C)(3)$21,958OPERATIONS GRANT
FREEDOM OKLAHOMA EDUCATION CAMPAIGN LTD
4323 N CLASSEN BLVD SUITE 105OKLAHOMA CITYOK73118455405020501(C)(3)$25,000OPERATIONS GRANT
FRIENDS OF THE DUNCAN PUBLIC LIBRARY
2211 N HIGHWAY 81DUNCANOK73533731355845501(C)(3)$15,892OPERATIONS GRANT
FRIENDS OF THE WILL ROGERS LIBRARY
1515 N FLORENCE AVECLAREMOREOK74017260135494501(C)(3)$11,755OPERATIONS GRANT
GABRIEL'S HOUSE INC
PO BOX 883DUNCANOK73533731573021501(C)(3)$9,446OPERATIONS GRANT
GARBER ALUMNI ASSOCIATION
PO BOX 236GARBEROK737380236822390078501(C)(3)$9,747OPERATIONS GRANT
HOLDENVILLE EDUCATION FOUNDATION
PO BOX 641HOLDENVILLEOK74848900539732501(C)(3)$12,295OPERATIONS GRANT
HOMELESS ALLIANCE
1724 NW 4TH STREETOKLAHOMA CITYOK73106113718005501(C)(3)$149,450OPERATIONS GRANT
INFANT CRISIS SERVICES INC
4224 N LINCOLN BLVDOKLAHOMA CITYOK73105731378766501(C)(3)$6,781OPERATIONS GRANT
JERICHO ROAD MINISTRIES
184 BARTON STREETBUFFALONY14213421571876501(C)(3)$20,000OPERATIONS GRANT
KENTUCKY EQUINE HUMANE CENTER INC
PO BOX 910124LEXINGTONKY40591205883736501(C)(3)$16,500OPERATIONS GRANT
KIDS IN NEED OF DEFENSE (KIND)
1201 L STREET NWWASHINGTONDC20005262763038501(C)(3)$20,000OPERATIONS GRANT
KINGFISHER COMMUNITY COLLABORATIVE INC
414 HILL DRIVEKINGFISHEROK73750820557760501(C)(3)$13,800OPERATIONS GRANT
KINGFISHER EDUCATIONAL FOUNDATION
PO BOX 24KINGFISHEROK73750731275143501(C)(3)$25,434OPERATIONS GRANT
KINGFISHER MEALS ON WHEELS INC
201 S 6TH STREETKINGFISHEROK73750731017223501(C)(3)$10,794OPERATIONS GRANT
KIWANIS SPECIAL ACTIVITIES FUND INC
PO BOX 1425OKLAHOMA CITYOK73101730738964501(C)(3)$100,000OPERATIONS GRANT
KLIFE
PO BOX 54491OKLAHOMA CITYOK73154710806709501(C)(3)$10,000OPERATIONS GRANT
LAWTON PHILHARMONIC SOCIETY INC
PO BOX 1473LAWTONOK73502736103649501(C)(3)$13,201OPERATIONS GRANT
LAWTON PUBLIC SCHOOLS FOUNDATION INC
PO BOX 2323LAWTONOK73502731386496501(C)(3)$21,279OPERATIONS GRANT
MABEE-GERRER MUSEUM OF ART
1900 W MACARTHUR DRIVESHAWNEEOK74804731392868501(C)(3)$8,572OPERATIONS GRANT
MARY ABBOTT CHILDREN'S HOUSE
251 E SYMMES STNORMANOK730695028731512416501(C)(3)$6,221OPERATIONS GRANT
MEALS ON WHEELS - NORMAN
528 E MAIN STREETNORMANOK73070730931924501(C)(3)$5,220OPERATIONS GRANT
MERCY HEALTH FOUNDATION
13321 NORTH MERIDIAN SUITE 206OKLAHOMA CITYOK73101463184231501(C)(3)$10,000OPERATIONS GRANT
MISSOURI UNIVERSITY OF SCIENCE AND TECHNOLOGY (SCHOLARSHIPS)
1870 MINOR CIRCLEROLLAMO65409501(C)(3)$12,000OPERATIONS GRANT
MORE FOUNDATION
301 W MAIN SUITE 510ARDMOREOK73401731373231501(C)(3)$105,697OPERATIONS GRANT
NATIONAL AMBUCS INC
PO BOX 203KINGFISHEROK73750900548233501(C)(3)$10,000OPERATIONS GRANT
NATIONAL COWBOY & WESTERN HERITAGE MUSEUM
1700 N E 63RD STREETOKLAHOMA CITYOK73111300341029501(C)(3)$10,000OPERATIONS GRANT
NEWVIEW OKLAHOMA INC
501 N DOUGLAS AVEOKLAHOMA CITYOK73106730592386501(C)(3)$16,640OPERATIONS GRANT
NEXUS EQUINE INC
PO BOX 54572OKLAHOMA CITYOK73154811990122501(C)(3)$120,000OPERATIONS GRANT
NORMAN FIREHOUSE ART CENTER
444 SOUTH FLOODNORMANOK73069237112097501(C)(3)$10,272OPERATIONS GRANT
NORTH OKC SOCCER CLUB INC
PO BOX 720091OKLAHOMA CITYOK73172731048783501(C)(3)$13,347OPERATIONS GRANT
NORTHWEST TECHNOLOGY CENTER FOUNDATION
1801 11TH STREETALVAOK737179607731393251501(C)(3)$22,528OPERATIONS GRANT
OCEAN REEF COMMUNITY FOUNDATION INC
35 OCEAN REEF DRIVE SUITE 148KEY LARGOFL33037650509255501(C)(3)$45,000OPERATIONS GRANT
OKARCHE EDUCATIONAL FOUNDATION
PO BOX 324OKARCHEOK737620324731511954501(C)(3)$8,399OPERATIONS GRANT
OK CRISIS NURSERY FOUNDATION
18001 CHISHOLM CREEK FARM LANEEDMONDOK73012832361044501(C)(3)$9,185OPERATIONS GRANT
OKDHS FINANCE
PO BOX 25352OKLAHOMA CITYOK731250352501(C)(3)$638,199OPERATIONS GRANT
OKLAHOMA ACADEMY FOR STATE GOALS
PO BOX 968NORMANOK73070731255400501(C)(3)$84,138OPERATIONS GRANT
OKLAHOMA CATTLEMEN'S FOUNDATION
PO BOX 82395OKLAHOMA CITYOK73148731135528501(C)(3)$30,548OPERATIONS GRANT
OKLAHOMA CITY FAMILY JUSTICE CENTER INC
1140 N HUDSONOKLAHOMA CITYOK73103475502128501(C)(3)$82,000OPERATIONS GRANT
OKLAHOMA CITY UNIVERSITY (ATHLETICS)
2501 N BLACKWELDER AVEOKLAHOMA CITYOK73106730579265501(C)(3)$10,000OPERATIONS GRANT
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STOKLAHOMA CITYOK73104730580274501(C)(3)$227,063OPERATIONS GRANT
OKLAHOMA MESSAGES PROJECT
1409 NW 150TH STREETEDMONDOK73013273220448501(C)(3)$6,420OPERATIONS GRANT
OKLAHOMA POLICY INSTITUTE
907 S DETROIT AVE STE1005TULSAOK741204265331178624501(C)(3)$5,250OPERATIONS GRANT
OKLAHOMA REPERTORY THEATRE GROUP INCORPORATED
PO BOX 1913OKLAHOMA CITYOK73101731585689501(C)(3)$25,000OPERATIONS GRANT
OKLAHOMA STATE UNIVERSITY FOUNDATION
PO BOX 1749STILLWATEROK740761749736097060501(C)(3)$5,594OPERATIONS GRANT
OKLAHOMA YOUTH EXPOSITION INC
500 NW 30TH STREETOKLAHOMA CITYOK73118731620710501(C)(3)$26,333OPERATIONS GRANT
OK LIBRARY ASSOCIATION
1190 MERAMEC STATION RDBALLWINMO63021731044902501(C)(3)$13,527OPERATIONS GRANT
OPERATION SMILE INC
3641 FACULTY BLVDVIRGINIA BEACHVA23453541460147501(C)(3)$10,000OPERATIONS GRANT
PAULS VALLEY FOUNDATION FOR ACADEMIC EXCELLENCE INC
PO BOX 63PAULS VALLEYOK730750063731362811501(C)(3)$21,977OPERATIONS GRANT
PEACEFUL ANIMAL ADOPTION SHELTER
PO BOX 491VINITAOK74301455414625501(C)(3)$800,000OPERATIONS GRANT
PEACEFUL VALLEY DONKEY RESCUE INC
PO BOX 5741SAN ANGELOTX769025741770562800501(C)(3)$10,000OPERATIONS GRANT
PEPPERS RANCH INC
PO BOX 3814EDMONDOK73083731608380501(C)(3)$5,271OPERATIONS GRANT
PIONEER LIBRARY SYSTEM
300 NORMAN CENTER COURTNORMANOK73072736081619501(C)(3)$21,722OPERATIONS GRANT
PIVOT INC
201 NE 50TH STREETOKLAHOMA CITYOK731051811730940217501(C)(3)$84,636OPERATIONS GRANT
POTTAWATOMIE COUNTY JR LIVESTOCK SHOW
PO BOX 234TECUMSEHOK74873736006409501(C)(6)$8,090OPERATIONS GRANT
RED ANDREWS CHRISTMAS DINNER FOUNDATION
2513 SW 124TH STREETOKLAHOMA CITYOK73170800865847501(C)(3)$8,860OPERATIONS GRANT
REGIONAL FOOD BANK OF OKLAHOMA
PO BOX 270968OKLAHOMA CITYOK731370968731100380501(C)(3)$86,203OPERATIONS GRANT
REMERGE OF OKLAHOMA COUNTY INC
1140 N HUDSONOKLAHOMA CITYOK73103464504748501(C)(3)$108,000OPERATIONS GRANT
ROTARY CLUB OF MIDWEST CITY
PO BOX 10971MIDWEST CITYOK731401971501(C)(3)$8,771OPERATIONS GRANT
SAYRE PUBLIC SCHOOL FOUNDATION
129 EAST MAIN STREETSAYREOK73662731439751501(C)(3)$32,698OPERATIONS GRANT
SEMINOLE CHAMBER OF COMMERCE
PO BOX 1190SEMINOLEOK74818730441200501(C)(3)$5,190OPERATIONS GRANT
SEMINOLE PUBLIC SCHOOLS
PO BOX 1031SEMINOLEOK748181031SEMINOLE PUBLIC SCHO$20,000OPERATIONS GRANT
SHARE MEDICAL CENTER FOUNDATION INC
PO BOX 727ALVAOK737170727731608371501(C)(3)$12,193OPERATIONS GRANT
SHAWNEE EDUCATIONAL FOUNDATION
PO BOX 3521SHAWNEEOK74802731344552501(C)(3)$5,196OPERATIONS GRANT
SOUTHERN METHODIST UNIVERSITY
PO BOX 750402DALLASTX752750402750800689501(C)(3)$20,000OPERATIONS GRANT
SPUR KITCHEN FOUNDATION
1325 N WALKER AVE 138OKLAHOMA CITYOK73103832543870501(C)(3)$10,000OPERATIONS GRANT
STEPHENS COUNTY HISTORICAL SOCIETY
PO BOX 1294DUNCANOK73534237258111501(C)(3)$7,315OPERATIONS GRANT
STEPHENS COUNTY HUMANE SOCIETY
PO BOX 669DUNCANOK73533731202082501(C)(3)$12,091OPERATIONS GRANT
STILLWATER PUBLIC EDUCATION FOUNDATION INC
PO BOX 286STILLWATEROK74076731267401501(C)(3)$10,532OPERATIONS GRANT
ST LUKES UNITED METHODIST CHURCH
222 NW 15TH STREETOKLAHOMA CITYOK73103731011829501(C)(3)$10,000OPERATIONS GRANT
STRATFORD PUBLIC SCHOOL
PO BOX 589STRATFORDOK74872730761376501(C)(3)$7,089OPERATIONS GRANT
STUDENT WORK DEVELOPMENT FOUNDATION INC
PO BOX 2100NORMANOK73070510168187501(C)(3)$50,000OPERATIONS GRANT
TAHLEQUAH COMMUNITY PLAYHOUSE
PO BOX 902TAHLEQUAHOK74465731388414501(C)(3)$5,207OPERATIONS GRANT
TAHLEQUAH FIRST UNITED METHODIST CHURCH
300 WEST DELAWARE STREETTAHLEQUAHOK74464501(C)(3)$7,602OPERATIONS GRANT
TAHLEQUAH PUBLIC SCHOOL FOUNDATION
1 PLAZA SOUTH STE 276TAHLEQUAHOK74464731365473501(C)(3)$46,213OPERATIONS GRANT
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 297440FORT WORTHTX76129750827465501(C)(3)$40,000OPERATIONS GRANT
THE CHILDREN'S CENTER REHABILITATION HOSPITAL
6800 N W 39TH EXPRESSWAYBETHANYOK73008730580264501(C)(3)$13,148OPERATIONS GRANT
THE DALLAS OPERA
2403 FLORA ST STE 500DALLASTX75201756004746501(C)(3)$34,000OPERATIONS GRANT
THE DALLAS SUMMER MUSICALS INC
PO BOX 710336DALLASTX75371751104793501(C)(3)$50,000OPERATIONS GRANT
THE RUNNYMEDE
PO BOX 668ALVAOK737170668731204712501(C)(3)$11,399OPERATIONS GRANT
THE WOUNDED BLUE
7881 W CHARLESTON BLVD STE 110LAS VEGASNV89117501(C)(3)$5,555OPERATIONS GRANT
THRIVE (SEXUAL HEALTH COLLECTIVE FOR YOUTH)
3000 UNITED FOUNDERS BLVD SUITE 247OKLAHOMA CITYOK73112812820895501(C)(3)$7,000OPERATIONS GRANT
THUNDERBIRD CLUBHOUSE
PO BOX 1666NORMANOK73070731425145501(C)(3)$5,059OPERATIONS GRANT
TO BY FOR KIDS FOUNDATION DBA CLEATS FOR KIDS
720 W WILSHIRE BLVD SUITE 120OKLAHOMA CITYOK73116453590945501(C)(3)$10,000OPERATIONS GRANT
TOY SHOP OF DUNCAN
PO BOX 206DUNCANOK73534510200884501(C)(3)$23,513OPERATIONS GRANT
TWO FLY FOUNDATION INC
2231 MIRACLE DRCASPERWY826094602841648012501(C)(3)$10,000OPERATIONS GRANT
UNITED WAY OF STEPHENS COUNTY
PO BOX 1632DUNCANOK73534237210483501(C)(3)$21,824OPERATIONS GRANT
UNIVERSITY OF OKLAHOMA FOUNDATION INC
PO BOX 258856OKLAHOMA CITYOK73156736091755501(C)(3)$258,884OPERATIONS GRANT
UNIVERSITY OF PENNSYLVANIA SCHOOL OF LAW
3501 SANSOM STREETPHILADELPHIAPA19104231352685501(C)(3)$40,000OPERATIONS GRANT
UNIVERSITY OF SCIENCE & ARTS OF OK FOUNDATION INC
1727 W ALABAMA AVENUECHICKASHAOK73018731031040501(C)(3)$31,364OPERATIONS GRANT
URBAN JUSTICE CENTER
40 RECTOR STREET 9TH FLNEW YORK CITYNY10006133442022501(C)(3)$17,500OPERATIONS GRANT
VICTORIOUS LIFE CHURCH
24389 HIGHWAY 82TAHLEQUAHOK74464501(C)(3)$7,602OPERATIONS GRANT
WELCH PUBLIC SCHOOLS ENRICHMENT FOUNDATION
PO BOX 129WELCHOK74369731480590501(C)(3)$13,418OPERATIONS GRANT
WES WELKER FOUNDATION
PO BOX 20777OKLAHOMA CITYOK73156651303856501(C)(3)$10,000OPERATIONS GRANT
WOMEN'S REFUGEE COMMISSION
15 WEST 37TH STREET 9TH FLOORNEW YORKNY10018463668128501(C)(3)$15,000OPERATIONS GRANT
ZEAL USA INC
PO BOX 702066DALLASTX75370201859768501(C)(3)$10,000OPERATIONS GRANT
ZOE INSTITUTE INC
401 S WATER AVETAHLEQUAHOK74464113717573501(C)(3)$40,950OPERATIONS GRANT
FieldValueIRS element (for citing)
Total501c3 Org141Total501c3OrgCnt
Total Other Org9TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEDUCATIONALGrantTypeTxt
Recipient487RecipientCnt
Cash Grant$1,152,543CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationANY FISCAL SPONSORSHIP THAT CONSIDERS MAKING GRANTS TO INDIVIDUALS MUST DOCUMENT CRITERIA AND SELECTION PROCESS FOR SUCH GRANTEES. THIS INFORMATION MUST BE INCLUDED IN THE ORIGINAL APPLICATION TO OPEN THE FUND AT CFO AND APPROPRIATE FORMS TO DOCUMENT THE SELECTION AND THE REQUIREMENTS OF THE GRANTS ARE ALSO ON FILE. AWARD LETTERS ACCOMPANY ALL PAYMENTS AND DESCRIBE THE PURPOSE OF THE GRANT AND ANY REPORTING REQUIREMENTS.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonTOM MCCASLAND IIIPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBOARD MEMBERRelationshipDescriptionTxt
Transaction$307,899TransactionAmt
TransactionTOM MCCASLAND III IS ON THE BOARD OF DIRECTORS AND TRUST COMMITTEE AT BANCFIRST, WHICH IS THE INSTITUTION THAT HOLDS $102,868,394 OF THE FOUNDATION'S INVESTMENTS. THE FOUNDATION PAID INVESTMENT FEES OF $307,899 DURING THIS FISCAL YEAR.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution14ContributionCnt
Noncash Contributions Rpt F990$1,040,902NoncashContributionsRptF990Amt
Method Of Determining RevenuesHIGH/LOW ON DATE REC.MethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3DELEGATED CONTROL TO FOUNDATION MANAGEMENT, INC.
FORM 990, PART VI, SECTION B, LINE 11BA COMPLETE COPY OF THE 990 IS EMAILED TO THE DIRECTORS PRIOR TO SIGNATURE BY THE CHAIR. DIRECTORS ARE INSTRUCTED TO REPLY ALL WITH ANY QUESTIONS OR COMMENTS BEFORE THE DATE WHEN THE CHAIR WILL SIGN THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CDIRECTORS ARE PROVIDED A DISCLOSURE FORM AND ASKED TO COMPLETE IT EACH YEAR AT THE ANNUAL MEETING. OTHER COMMITTEE MEMBERS ARE PROVIDED A DISCLOSURE FORM AT THE FIRST MEETING FOLLOWING THE BEGINNING OF THE FISCAL YEAR.
FORM 990, PART VI, SECTION B, LINE 15ATHE CURRENT EXECUTIVE DIRECTOR WAS HIRED BY THE PREVIOUS MANAGEMENT TEAM AS THEIR EMPLOYEE WITH SALARY DETERMINED BASED ON CURRENT COMPARABLE SALARIES AND RELEVANT EXPERIENCE. THE BOARD OF CFO APPROVED THE PROPOSED SALARY AND IT REMAINED CONSISTENT WITH THE TRANSITION TO CFO HAVING ITS OWN STAFF (AS DID THE HIRING OF ALL OF THE BEGINNING STAFF).
FORM 990, PART VI, SECTION C, LINE 19THIS INFORMATION IS UPLOADED ONTO OUR WEBSITE. THE ORGANIZATION DID NOT RECEIVE ANY REQUESTS FOR THE INFORMATION LISTED ABOVE DURING THE FISCAL YEAR.