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COMMUNITIES FOUNDATION OF OKLAHOMA INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
COMMUNITIES FOUNDATION OF OKLAHOMA INC (EIN 73-1396320)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-02-11
IRS object ID
201600429349301600
Schema version
2014v6.0
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)
Return2016-02-11T13:15:23-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1531 COUCH DRAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731396320EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITIES FOUNDATION OF OKLAHOMA INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone4057555571PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12932 NW 122ND STREET SUITE DAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731201955ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY JENKINSPersonNm
Person TitleCHAIRPersonTitleTxt
Phone4057555571PhoneNum
Signature2016-02-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELLAN WRIGHTPreparerPersonNm
PTINP00112450PTIN
Phone4052397961PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY JENKINSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12932 NW 122ND ST SUITE DAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731201955ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,879,006GrossReceiptsAmt
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 OKLAHOMAActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers102TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$10,796,091PYContributionsGrantsAmt
CY Contributions Grants$11,026,982CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$4,515,168PYInvestmentIncomeAmt
CY Investment Income$7,874,620CYInvestmentIncomeAmt
PY Other Revenue$955,752PYOtherRevenueAmt
CY Other Revenue$977,404CYOtherRevenueAmt
PY Total Revenue$16,267,011PYTotalRevenueAmt
CY Total Revenue$19,879,006CYTotalRevenueAmt
PY Grants And Similar Paid$9,716,576PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$12,853,587CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$82,608CYTotalFundraisingExpenseAmt
PY Other Expenses$1,553,606PYOtherExpensesAmt
CY Other Expenses$1,738,370CYOtherExpensesAmt
PY Total Expenses$11,270,182PYTotalExpensesAmt
CY Total Expenses$14,591,957CYTotalExpensesAmt
PY Revenues Less Expenses$4,996,829PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,287,049CYRevenuesLessExpensesAmt
Total Assets BOY$93,314,778TotalAssetsBOYAmt
Total Assets EOY$92,391,641TotalAssetsEOYAmt
Total Liabilities BOY$4,460,414TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,100,702TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$88,854,364NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$88,290,939NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSERVE PHILANTHROPIC NEEDS OF ALL OF OKLAHOMAMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,014,426ExpenseAmt
Grant$958,789GrantAmt
DescGRANTS WERE PROVIDED TO FIRST SERVE OKC TO FACILITATE CONSTRUCTION OF AN EXPANDED FACILITY WHICH WILL ENABLE THE PROGRAM TO EXPAND. FIRST SERVES PURPOSE IS TO STRENGTHEN THE LIVES AND ENHANCE THE CHARACTER OF UNDERSERVED YOUTH BY PROVIDING EDUCATION, SCHOLARSHIPS, MENTORSHIP, PHYSICAL FITNESS, AND COMMUNITY SERVICE THROUGH TENNIS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$950,361ExpenseAmt
Grant$898,237GrantAmt
DescGRANTS WERE AWARDED TO SMART START CENTRAL OKLAHOMA TO PROVIDE SERVICES TO OKLAHOMA CITY'S CHILDREN FOR BIRTH TO AGE 5 FROM LOW INCOME FAMILIES. THE READY FOR KINDERGARTEN PROGRAM IS DESIGNED TO INCREASE LITERACY AND SCHOOL PREPAREDNESS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$713,640ExpenseAmt
Grant$674,509GrantAmt
DescGRANTS WERE PROVIDED TO ASSIST JOHN REX ELEMENTARY SCHOOL IN DOWNTOWN OKLAHOMA CITY. THE CHARTER SCHOOL WAS OPENED TO PROVIDE A RIGOROUS, QUALITY EDUCATION TO AN ECONOMICALLY AND RACIALLY DIVERSE GROUP OF STUDENTS IN THE HEART OF THE CITY.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$11,120,060ExpenseAmt
Grant$10,322,052GrantAmt
DescALL OTHER ACCOMPLISHMENT GRANTS USED IN OTHER COMMUNITY EDUCATIONAL PROGRAMS AND MISCELLANEOUS PROGRAMS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$11,120,060TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$10,322,052TotalOtherProgSrvcGrantAmt
Total Program Service Expenses$13,798,487TotalProgramServiceExpensesAmt
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 Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
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 Mem0BusinessRlnWithOrgMemInd
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 Document83IRPDocumentCnt
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
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 CEO0CompensationProcessCEOInd
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 Line1FOUNDATION MANAGEMENT INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4057555571PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12932 NW 122 SUITE DAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731201955ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
TIPP HALL
DIRECTOR1.00Yes (X)$0$0$0
APRIL STOBBE
DIRECTOR1.00Yes (X)$0$0$0
LESLIE RAINBOLT-FORBES
SECRETARY1.00Yes (X)$0$0$0Yes (X)
ROBERTA BURRAGE
DIRECTOR1.00Yes (X)$0$0$0
TOM MCCASLAND III
TREASURER1.00Yes (X)$0$0$0Yes (X)
RICHARD RYERSON
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
MARY JENKINS
CHAIR1.00Yes (X)$0$0$0Yes (X)
BILL BURGESS
DIRECTOR1.00Yes (X)$0$0$0
SUSAN GRAVES
EXECUTIVE DIRECTOR30.00Yes (X)$0$0$0
RANDY MACON
EXECUTIVE DIRECTOR33.50Yes (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 MANANGEMENT INC
2932 NW 122ND STREETOKLAHOMA CITYOK73120MANAGEMENT SERVICES$984,363
BANCFIRST
101 NORTH BROADWAYOKLAHOMA CITYOK73126PORTFOLIO MANAGEMENT$373,724
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$11,026,982AllOtherContributionsAmt
Noncash Contributions$1,067,614NoncashContributionsAmt
Total Contributions$11,026,982TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,698,394TotalRevenueColumnAmt
Exclusion$1,698,394ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,164TotalRevenueColumnAmt
Exclusion$52,164ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,176,226SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,176,226SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,176,226TotalRevenueColumnAmt
Related Or Exempt Func Income$6,176,226RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Business900099BusinessCd
Total Revenue Column$925,240TotalRevenueColumnAmt
Related Or Exempt Func Income$925,240RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$925,240OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$19,879,006TotalRevenueColumnAmt
Related Or Exempt Func Income$7,101,466RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,750,558ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$11,737,605TotalAmt
Program Services$11,737,605ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,115,982TotalAmt
Program Services$1,115,982ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,200TotalAmt
Management And General$19,200ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$373,724TotalAmt
Management And General$373,724ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$19,615TotalAmt
Fundraising$19,615FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
FMI MANAGEMENT FEE$1,259,866$944,900$251,973$62,993
CONFERENCES, DUES, & PU$21,483$21,483
TECHNOLOGY EXPENSES$20,352$20,352
DIRECTORS & OFFICERS LI$17,576$17,576

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,554TotalAmt
Management And General$6,554ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,591,957TotalAmt
Program Services$13,798,487ProgramServicesAmt
Management And General$710,862ManagementAndGeneralAmt
Fundraising$82,608FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,478,064BOYAmt
EOY$3,523,006EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,661,797BOYAmt
EOY$2,132,564EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,884BOYAmt
EOY$402EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$29,515LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$29,515LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

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

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$85,173,033BOYAmt
EOY$86,735,669EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$93,314,778BOYAmt
EOY$92,391,641EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$64,861BOYAmt
EOY$51,918EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$4,395,553BOYAmt
EOY$4,048,784EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,460,414BOYAmt
EOY$4,100,702EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$88,854,364BOYAmt
EOY$88,290,939EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$88,854,364BOYAmt
EOY$88,290,939EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$93,314,778BOYAmt
EOY$92,391,641EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$5,287,049ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$5,850,474NetUnrlzdGainsLossesInvstAmt
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$11,124,371CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,030,271CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,222,313CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,796,091CurrentTaxYearMinus1YearAmt
Current Tax Year$11,026,982CurrentTaxYearAmt
Total$77,200,028TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,124,371CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$36,030,271CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,222,313CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,796,091CurrentTaxYearMinus1YearAmt
Current Tax Year$11,026,982CurrentTaxYearAmt
Total$77,200,028TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$77,200,028PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$772,348CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,258,689CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,649,380CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,538,086CurrentTaxYearMinus1YearAmt
Current Tax Year$1,750,558CurrentTaxYearAmt
Total$6,969,061TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$712,233CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$727,172CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$779,348CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$864,991CurrentTaxYearMinus1YearAmt
Current Tax Year$925,240CurrentTaxYearAmt
Total$4,008,984TotalAmt
FieldValueIRS element (for citing)
Total Support$88,178,073TotalSupportAmt
Public Support CY1700.87550PublicSupportCY170Pct
Public Support PY1700.90150PublicSupportPY170Pct
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 Held39DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held871FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$3,094,542DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$10,913,502FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$3,998,545DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$12,722,487FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$33,351,149DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$87,975,688FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,802,131BeginningYearBalanceAmt
Contributions$1,765,592ContributionsAmt
Investment Earnings Or Losses$466,092InvestmentEarningsOrLossesAmt
Other Expenditures$1,721,239OtherExpendituresAmt
Administrative Expenses$272,361AdministrativeExpensesAmt
End Year Balance$23,040,215EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,443,733BeginningYearBalanceAmt
Contributions$1,070,938ContributionsAmt
Investment Earnings Or Losses$3,352,523InvestmentEarningsOrLossesAmt
Other Expenditures$816,789OtherExpendituresAmt
Administrative Expenses$248,274AdministrativeExpensesAmt
End Year Balance$22,802,131EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,843,849BeginningYearBalanceAmt
Contributions$1,273,261ContributionsAmt
Investment Earnings Or Losses$2,229,788InvestmentEarningsOrLossesAmt
Other Expenditures$695,020OtherExpendituresAmt
Administrative Expenses$208,144AdministrativeExpensesAmt
End Year Balance$19,443,733EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,205,082BeginningYearBalanceAmt
Contributions$3,110,289ContributionsAmt
Investment Earnings Or Losses$311,928InvestmentEarningsOrLossesAmt
Other Expenditures$603,043OtherExpendituresAmt
Administrative Expenses$180,407AdministrativeExpensesAmt
End Year Balance$16,843,849EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$29,515InvestmentCostOrOtherBasisAmt
Depreciation$29,515DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$9,897,507TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$5,850,474NetUnrealizedGainsInvstAmt
Revenue Not Reported-$5,850,474RevenueNotReportedAmt
Revenue Subtotal$15,747,981RevenueSubtotalAmt
Other Revenues Not Included$4,131,025OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$4,131,025RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$19,879,006TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,243,084TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$11,243,084ExpensesSubtotalAmt
Other Expenses Not Included$3,348,873OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,348,873ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$14,591,957TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:MANAGEMENT HAS EVALUATED THE FOUNDATIONS TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. WITH FEW EXCEPTIONS, THE FOUNDATION IS NOT SUBJECT TO EXAMINATION BY ANY TAX JURISDICTION FOR YEARS PRIOR TO JUNE 30, 2011.
PART XI, LINE 4B - OTHER ADJUSTMENTS:AGENCY TRANSFERS SUBJECT TO FAS 136 4,131,025.
PART XII, LINE 4B - OTHER ADJUSTMENTS:AGENCY TRANSFERS SUBJECT TO FAS 136 3,348,873.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (154 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ALL SAINTS' EPISCOPAL CHURCH
809 WEST CEDARDUNCANOK73533730796096501(C)(3)$7,1182014 ANNUAL DISTRIBUTION
ALVA RUNNYMEDE CO BILLIE BUCKLES
501 SPRUCEALVAOK73717501(C)(3)$9,9662014 ANNUAL DISTRIBUTION
AMERICAN BRAIN TUMOR ASSOCIATION
8550 W BRYN MAWR AVE SUITE 550CHICAGOIL60631237286648501(C)(3)$80,000SUPPORT GRANT IN HONOR OF FARMER BOB & BOB WILLIS MEDICAL STUDENT SUMMER PROGRAM
AMES CEMETERY
PO BOX 514AMESOK73718501(C)(3)$6,8872014 ANNUAL DISTRIBUTION
ANNA'S HOUSE
10915 WATERS WELLING WAYEDMONDOK73013331203679501(C)(3)$35,000GENERAL SUPPORT GRANT
ASSISTANCE LEAGUE OF NORMAN
809 WALL STREETNORMANOK73069730927199501(C)(3)$31,4342014 ANNUAL DISTRIBUTION
AT&T PERFORMING ARTS CENTER
2100 ROSS AVENUE STE 650DALLASTX75201752890923501(C)(3)$5,000GENERAL SUPPORT GRANT
BANK IT A HABIT OF HELPING FOUNDATION FISCAL SPONSORSHIP FUND
29827 COUNTY ROAD 510ALVAOK73717453141550501(C)(3)$39,180RECEIVED 501C3 CLOSING FUND
BEAUTIFUL DREAM SOCIETY
PO BOX 32554OKLAHOMA CITYOK73123272574811501(C)(3)$15,962DONATION TO BEAUTIFUL DREAM SOCIETY
BETA THETA PI FOUNDATION OF OKLAHOMA INC
PO BOX 721805NORMANOK73070316050515501(C)(3)$100,000CONSTRUCTION/RENOVATION, BENEFITING EDUCATION ENDEAVORS
BLACKWELL PUBLIC SCHOOL FOUNDATION
PO BOX 151BLACKWELLOK74631731330442501(C)(3)$6,6032014 ANNUAL DISTRIBUTION
BOYS & GIRLS CLUB OF OKLAHOMA COUNTY
PO BOX 18701OKLAHOMA CITYOK73154731472202501(C)(3)$30,250SUPPORT GRANT
BRIDGES OF NORMAN INC
1670 N STUBBEMANNORMANOK73069501(C)(3)$8,000GENERAL SUPPORT GRANT
BRISTOW EDUCATION FOUNDATION
PO BOX 531BRISTOWOK74010501(C)(3)$4,698REIMBURSE - 5/8/15 EVENT EXPENSES - PERFORMER & FOOD
BRISTOW EDUCATION FOUNDATION FUNDS COMMUNITY BANK
PO BOX 1020BRISTOWOK74010731450789501(C)(3)$398,945RETURN OF PRINCIPAL
BRISTOW PUBLIC SCHOOLS COMMUNITY BANK CO MATT
PO BOX 1020BRISTOWOK74010736026797501(C)(3)$15,930ANNUAL GRANTS TO TEACHERS
BURLINGTON EDUCATION FOUNDATION
P O BOX 17BURLINGTONOK73722731536760501(C)(3)$7,4732014 ANNUAL DISTRIBUTION
CALM WATERS
4334 NW EXPRESSWAY STE 101OKLAHOMA CITYOK73116731561707501(C)(3)$17,1832014 ANNUAL DISTRIBUTION
CAMERON UNIVERSITY DEPT OF EDUCATION
2800 W GORE BLVDLAWTONOK73505501(C)(3)$5,000CAMPUS GRANT
CASA OF CHEROKEE COUNTY
PO BOX 1788TAHLEQUAHOK74465731478988501(C)(3)$5,6482014 ANNUAL DISTRIBUTION
CASA OF OKLAHOMA COUNTY
5905 CLASSEN COURT STE 302OKLAHOMA CITYOK73118501(C)(3)$31,5862014 ANNUAL DISTRIBUTION
CASADY SCHOOL
9500 N PENNSYLVANIAOKLAHOMA CITYOK731560390730587209501(C)(3)$52,9762014 ANNUAL DISTRIBUTION
CELEBRATION PRESCHOOL INC
PO BOX 890847OKLAHOMA CITYOK73189510186343501(C)(3)$10,000SUPPORT GRANT
CENTRAL OKLAHOMA HUMANE SOCIETY
9300 N MAY AVE STE 400-281OKLAHOMA CITYOK73120208446621501(C)(3)$40,000SUPPORT GRANT
CHICKASHA AREA ARTS COUNCIL
PO BOX 505CHICKASHAOK73018731385017501(C)(3)$5,0002014 GRANTS
CHICKASHA CHRISTIAN MINISTRIES
1602 W TENNESSEE AVECHICKASHAOK73018731242989501(C)(3)$25,0002014 GRANTS
CHICKASHA FESTIVAL OF LIGHT INC
211 CHICKASHA AVECHICKASHAOK73018501(C)(3)$15,0002014 GRANTS
CHICKASHA PUBLIC SCHOOLS FOUNDATION
PO BOX 2443CHICKASHAOK73023501(C)(3)$5,0002014 GRANTS
CHICKASHA ROBOTICS TEAM
101 JOHN P COWANCHICKASHAOK73018501(C)(3)$10,0002014 GRANTS
CHIEF FIRE & SAFETY CO INC
PO BOX 1214CHICKASHAOK73023731032744501(C)(3)$3,717INV# 179253 & 177687
CHISHOLM TRAIL ARTS COUNCIL
810 W WALNUTDUNCANOK73533731028488501(C)(3)$8,2082014 ANNUAL DISTRIBUTION
CHISHOLM TRAIL CHURCH OF CHRIST
1404 WEST MAIN STREETDUNCANOK73533501(C)(3)$9,726COMPASSION CENTER-2014 ANNUAL DISTRIBUTION
CHISHOLM TRAIL HERITAGE CENTER
1000 CHISHOLM TRAIL PARKWAYDUNCANOK73533141896825501(C)(3)$92,8922014 ANNUAL DISTRIBUTION
CLAREHOUSE INC
7617 S MINGOTULSAOK74133731603851501(C)(3)$5,000GENERAL SUPPORT GRANT
COMMUNITY CHRISTIAN SCHOOL INC
3002 BROCE DRNORMANOK73072731286326501(C)(3)$11,000SUPPORT GRANT
DALLAS ARBORETUM & BOTANICAL GARDEN INC
8617 GARLAND ROADDALLASTX75218237375815501(C)(3)$10,000GENERAL SUPPORT GRANT
DALLAS OPERA WINSPEAR OPERA HOUSE
2403 FLORA ST STE 500DALLASTX75201756004746501(C)(3)$35,000SUPPORT GRANT
DARTMOUTH COLLEGE
7 LEBANON ST STE 309HANOVERNH03755020222111501(C)(3)$100,000SUPPORT GRANT
DUNCAN CHAMBER OF COMMERCE & INDUSTRY
P O BOX 699DUNCANOK73534730178473501(C)(3)$8,500SUPPORT GRANT DUNCAN'S MEMORIAL PARK
DUNCAN GROUP HOMES INC
1301 W MAIN STREETDUNCANOK735334328731151612501(C)(3)$9,3942014 ANNUAL DISTRIBUTION
DUNCAN PUBLIC SCHOOLS FBO DHS LIBRARY
PO BOX 1548DUNCANOK73534731341146501(C)(3)$8,4932014 ANNUAL DISTRIBUTION
DUNCAN PUBLIC SCHOOLS FOUNDATION
PO BOX 1882DUNCANOK735341468731341146501(C)(3)$35,9972014 ANNUAL DISTRIBUTION
DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATION
P O BOX 2000DUNCANOK735342000202772056501(C)(3)$274,4102014 ANNUAL DISTRIBUTION
DUNCAN SENIOR CITIZENS CENTER
1110 N 7TH STREETDUNCANOK73533730775679501(C)(3)$17,8982014 ANNUAL DISTRIBUTION
EASTERN OKLAHOMA STATE COLLEGE DEVELOPMENT FOUNDATION
1301 WEST MAINWILBURTONOK74578237281986501(C)(3)$1,299,9032014 ANNUAL DISTRIBUTION
FIREHOUSE ART CENTER
444 SOUTH FLOOD AVENUENORMANOK73069237112097501(C)(3)$9,7552014 ANNUAL DISTRIBUTION
FIRST CHRISTIAN CHURCH DAY CARE
916 W WALNUTDUNCANOK73533730661826501(C)(3)$20,000GRANT FOR OPERATIONS PER FUND
FIRST SERVE OKC
7301 NORTH BROADWAY SUITE 2258OKLAHOMA CITYOK73116463499004501(C)(3)$383,933PAYMENT TO CITY OF OKC TO RECEIVE MATCHING FOR INDOOR FACILITY
FOOD & SHELTER FOR FRIENDS
104 WEST COMANCHENORMANOK73069731222111501(C)(3)$2,5152014 ANNUAL DISTRIBUTION
FOOD & SHELTER FOR FRIENDS
104 WEST COMANCHENORMANOK73069731222111501(C)(3)$100SUPPORT GRANT
FOOD & SHELTER FOR FRIENDS
104 WEST COMANCHENORMANOK73069731222111501(C)(3)$3,000SUPPORT GRANT - NEW HOUSING UNIT
FOOD & SHELTER FOR FRIENDS
104 WEST COMANCHENORMANOK73069731222111501(C)(3)$7,000GENERAL SUPPORT GRANT
FORT COBB-BROXTON PUBLIC SCHOOLS
600 TOWAKONIE AVENUEFT COBBOK73038501(C)(3)$39,000SUPPORT GRANT - VEHICLE FOR
FREEDOM CHURCH
PO BOX 188PIEDMONTOK730780188731571631501(C)(3)$5,000SUPPORT GRANT
FRIENDS OF THE WILL ROGERS LIBRARY
1200 ANDRE CIRCLECLARMOREOK74017501(C)(3)$9,2912014 ANNUAL DISTRIBUTION
GABRIEL'S HOUSE
PO BOX 883DUNCANOK73534731573021501(C)(3)$8,1952014 ANNUAL DISTRIBUTION
GRADY COUNTY HISTORICAL SOCIETY
PO BOX 495CHICKASHAOK73023731149766501(C)(3)$25,0002014 GRANTS
HOLDENVILLE EDUCATION FOUNDATION
PO BOX 641HOLDENVILLEOK74848501(C)(3)$9,2202014 ANNUAL DISTRIBUTION
HOMELESS ALLIANCE
1724 NW 4 STREETOKLAHOMA CITYOK73106113718005501(C)(3)$84,284SUPPORT GRANT
HOPEHOUSE SUPPORTIVE AND TRANSITIONAL LIVING INC
6608 N WESTERN AVE PMB 168OKLAHOMA CITYOK73116274689910501(C)(3)$500,000SUPPORT GRANT
INFANT CRISIS SERVICES INC
4224 N LINCOLN BLVDOKLAHOMA CITYOK73105731378766501(C)(3)$26,534SUPPORT GRANT - BOOTS & BALL GOWNS
INFANT CRISIS SERVICES INC
4225 N LINCOLN BLVDOKLAHOMA CITYOK73106731378766501(C)(3)$4712014 ANNUAL DISTRIBUTION
INFANT CRISIS SERVICES INC
4226 N LINCOLN BLVDOKLAHOMA CITYOK73107731378766501(C)(3)$25,000SUPPORT GRANT - CAPITAL CAMPAIGN
INFANT CRISIS SERVICES INC
4227 N LINCOLN BLVDOKLAHOMA CITYOK73108731378767501(C)(3)$2632014 ANNUAL DISTRIBUTION
INFANT CRISIS SERVICES INC
4228 N LINCOLN BLVDOKLAHOMA CITYOK73109731378768501(C)(3)$500SUPPORT GRANT
JOHN W REX CHARTER ELEMENTARY SCHOOL INC
500 W SHERIDAN AVEOKLAHOMA CITYOK73102460694033501(C)(3)$598,193DEVON - GRANT FOR MONEY MARKET ACCT
KCSC CLASSICAL RADIO FOUNDATION
100 N UNIVERSITY DREDMONDOK73034731622883501(C)(3)$25,000SUPPORT GRANT
KEHILA PARK INC
PO BOX 402SULPHUROK73086462449009501(C)(3)$649,124SUPPORT GRANT FOR MULTIGENERATIONAL COMMUNITY
KILPATRICK CHARITABLE TRUST
1346 DRAYTON WOODS DRTUCKERGA73008501(C)(3)$5,000GENERAL SUPPORT GRANT
KNIGHTS OF COLUMBUS CHARITIES USA INC ONE COLUMBUS PLAZA
PO BOX 1966NEW HAVENCT06509412140273501(C)(3)$10,000K OF C CHRISTIAN REFUGEE RELIEF
LAWTON PUBLIC SCHOOLS FOUNDATION INC
PO BOX 2323LAWTONOK73502731386496501(C)(3)$20,5742014 ANNUAL DISTRIBUTION
MABEE-GERRER MUSEUM OF ART
1900 W MACARTHUR DRIVESHAWNEEOK74804731392868501(C)(3)$8,2962014 ANNUAL DISTRIBUTION
MARGARET HUDSON PROGRAM INC
1136 S ALLEGHENY AVETULSAOK74112730793181501(C)(3)$9,8002015 AWARD
MARY ABBOTT CHILDREN'S HOUSE
PO BOX 6316NORMANOK73070731512416501(C)(3)$6,399SUPPORT GRANT
MEALS ON WHEELS
PO BOX 1371NORMANOK73070730931924501(C)(3)$6,0412014 ANNUAL DISTRIBUTION
MERCY HEALTH CENTER FOUNDATION
13321 NORTHH MERIDIAN SUITE 206OKLAHOMA CITYOK73120731593024501(C)(3)$25,000CANCER CENTER SUPPORT GRANT
MIDWEST CITY - DEL CITY PUBLIC SCHOOLS
7217 SE 15TH STREETMIDWEST CITYOK73110736033476501(C)(3)$9,8002015 AWARD
MORE FOUNDATION
301 W MAIN ST SUITE 210ARDMOREOK73401731373231501(C)(3)$86,4362014 ANNUAL DISTRIBUTION
NATIONAL COWBOY & WESTERN HERITAGE MUSEUM
1700 N E 63RDOKLAHOMA CITYOK73111730689546501(C)(3)$11,325SUPPORT GRANT
NATURE CONSERVANCY INC
408 NW 7THOKLAHOMA CITYOK73102530242652501(C)(3)$30,000SUPPORT GRANT
NEW HORIZONS FOUNDATION INC
5550 TECH CENTER DR SUITE 303COLORADO SPRINGSCO80919841123082501(C)(3)$5,000SUPPORT GRANT
NORTHWESTERN OKLAHOMA STATE UNIVERSITY FOUNDATION
709 OKLAHOMA BOULEVARDALVAOK73717730947945501(C)(3)$25,000REPLACING SURFACE ON FOOTBALL FIELD
OK FOSTER WISHES
1301 N SPRING DROKLAHOMA CITYOK73127452280639501(C)(3)$5,000SUPPORT GRANT
OK LIBRARY ASSOCIATION
P O BOX 6550EDMONDOK73083731044902501(C)(3)$9,7552014 ANNUAL DISTRIBUTION
OKARCHE EDUCATIONAL FOUNDATION
PO BOX 324OKARCHEOK73762731511954501(C)(3)$7,8582014 ANNUAL DISTRIBUTION
OKC MUSEUM OF ART
415 COUCH DRIVEOKLAHOMA CITYOK73102730528431501(C)(3)$80,270UNRESTRICTED GRANT
OKLAHOMA ACADEMY FOR STATE GOALS
PO BOX 968NORMANOK73070731255400501(C)(3)$59,4152014 ANNUAL DISTRIBUTION
OKLAHOMA AFTERSCHOOL NETWORK
133 W MAIN ST SUITE 100OKLAHOMA CITYOK73102455533265501(C)(3)$137,400DECEMBER PAYROLL
OKLAHOMA CITY UNIVERSITY
2501 N BLACKWELDER AVEOKLAHOMA CITYOK73106730579265501(C)(3)$60,000SCHOOL OF LAW SUPPORT GRANT
OKLAHOMA FAMILY NETWORK
PO BOX 21072OKLAHOMA CITYOK73156731515579501(C)(3)$5,151TRANSFER OF MALLEYHENRY FUND TO OK FAMILY NETWORK
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STREETOKLAHOMA CITYOK73104730580274501(C)(3)$10,000SUPPORT GRANT - ANNUAL 241 EVENT
OKLAHOMA WONDERTORIUM
PO BOX 1299STILLWATEROK74076731610689501(C)(3)$12,000SUPPORT GRANT - EDUCATIONAL PROGRAMS
OKLAHOMA YOUTH EXPOSITION INC
500 NW 30TH STREETOKLAHOMA CITYOK73118501(C)(3)$8,1772014 ANNUAL DISTRIBUTION
OSU FOUNDATION
400 S MONROE STSTILLWATEROK74074736097060501(C)(3)$67,880SUPPORT GRANT -
OSU-OKC
900 N PORTLANDOKLAHOMA CITYOK73107501(C)(3)$5,000SINGLE MOTHER STUDENT PROJECT GRANT
OU FOUNDATION
100 TIMBERDELL RDNORMANOK73019736091755501(C)(3)$45,0072014 ANNUAL DISTRIBUTION
PAULS VALLEY FOUNDATION FOR ACADEMIC EXCELLENCE
PO BOX 63PAULS VALLEYOK73075731362811501(C)(3)$19,1532014 ANNUAL DISTRIBUTION
PAYNE COUNTY YOUTH SERVICES
PO BOX 2647STILLWATEROK74076731093612501(C)(3)$9,8002015 AWARD
PEACEFUL ANIMAL ADOPTION SHELTER
PO BOX 491VINITAOK74301455414625501(C)(3)$20,000GENERAL SUPPORT GRANT
PEPPERS RANCH INC
PO BOX 3814EDMONDOK73083731608380501(C)(3)$250,000SUPPORT GRANT-INDOOR RIDING ARENA
PET FOOD PANTRY OF OKC
PO BOX 57678OKLAHOMA CITYOK731577678272952574501(C)(3)$13,500SUPPORT GRANT
PIEDMONT SERVICE CENTER
PO BOX 205PIEDMONTOK73078731611025501(C)(3)$10,000DISASTER RECOVERY GRANT- UNDERINSURED PIEDMONT FAMILY TRYING TO GET BACK INTO HOUSING
PIN OAK CHARITY HORSE SHOW ASSOCIATION
2501 S MASON RDKATYTX77450741755067501(C)(3)$20,000GENERAL SUPPORT GRANT
PIONEER LIBRARY SYSTEM
300 NORMAN CENTER COURTNORMANOK73072736081619501(C)(3)$5,7482014 ANNUAL DISTRIBUTION
PURCELL BASEBALLSOFTBALL ASSOCIATION
PO BOX 715PURCELLOK73080501(C)(3)$15,150CLOSING FUND
REGENTS OF UC DAVIS
ONE SHIELDS AVEDAVISCA95616730579272501(C)(3)$300,000SUPPORT THE WORK OF DR. JOHN MADIGAN
REGIONAL FOOD BANK OF OKLAHOMA
PO BOX 270968OKLAHOMA CITYOK731370968731100380501(C)(3)$30,100SUPPORT GRANT-FOOD FOR KIDS
REMERGE OF OKLAHOMA COUNTY INC
1444 NW 28OKLAHOMA CITYOK73106464504748501(C)(3)$349,487PAYROLL FOR AUGUST 1, 2014
ROGERS COUNTY VOLUNTEERS FOR YOUTH
1700 S LYNN RIGGS BLVD STE ACLAREMOREOK74017731563581501(C)(3)$9,8002015 AWARD
RONALD MCDONALD HOUSE
1301 NE 14TH STREETOKLAHOMA CITYOK73117731103242501(C)(3)$10,000SUPPORT GRANT
ROSE STATE COLLEGE
6420 SE 15 STREETMIDWEST CITYOK73110501(C)(3)$5,000SINGLE MOTHER STUDENT PROJECT GRANT
SALVATION ARMY
PO BOX 2095OKLAHOMA CITYOK73101580660607501(C)(3)$27,880GENERAL SUPPORT GRANT
SAYRE PUBLIC SCHOOL FOUNDATION ENDOWMENT FUNDS
129 EAST MAIN STREETSAYREOK73662501(C)(3)$23,9612014 ANNUAL DISTRIBUTION
SHAWNEE PUBLIC LIBRARY
225 N WEBSTERNORMANOK730697133736081619501(C)(3)$10,4462014 ANNUAL DISTRIBUTION
SIMMONS CENTER
PO BOX 981DUNCANOK73533731344774501(C)(3)$7,504SUPPORT GRANT
SIMPSONVILLE PARKS AND RECREATION DEPARTMENT
PO BOX 557SIMPSONVILLEKY40067611024041501(C)(3)$15,000SUPPORT GRANT - 4TH OF JULY
SMART START CENTRAL OKLAHOMA
PO BOX 21505OKLAHOMA CITYOK73156421593360501(C)(3)$274,380CFO543-PAYROLL
SOONER THEATRE
101 E MAIN STREETNORMANOK73069510196629501(C)(3)$5,1742014 ANNUAL DISTRIBUTION
SOUTHERN METHODIST UNIVERSITY CATHERINE MAUER-COX SCHOOL OF BUSINESS
PO BOX 750333DALLASTX75275750800689501(C)(3)$50,000SCHOOL OF BUSINESS - SUPPORT GRANT
SPRING GATHERING CHARITY HORSE SHOW
714 SUPERIOR RDMAGNOLIATX77354274616166501(C)(3)$20,000GENERAL SUPPORT GRANT
ST GREGORY'S UNIVERSITY
1900 WEST MACARTHURSHAWNEEOK74804730685198501(C)(3)$200,000SUPPORT GRANT NEW NURSING PROGRAM
ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
501ST JUDE PLACEMEMPHISTN38105620646012501(C)(3)$10,000SUPPORT GRANT
ST MARY MAGDELENE CATHOLIC CHURCH
625 MAGDALA PLACEAPEXNC27502562147331501(C)(3)$5,000GENERAL SUPPORT GRANT
ST MARY MAGDELENE CATHOLIC SCHOOL
625 MAGDALA PLACEAPEXNC27502562147331501(C)(3)$5,000GENERAL SUPPORT GRANT
STEPHENS COUNTY HISTORICAL SOCIETY
PO BOX 1294DUNCANOK73534237258111501(C)(3)$6,7362014 ANNUAL DISTRIBUTION
STEPHENS COUNTY HUMANE SOCIETY
2110 W CLUB DRIVEDUNCANOK73533731202082501(C)(3)$10,0802014 ANNUAL DISTRIBUTION
STILLWATER CARES
3115 W 24THSTILLWATEROK74074273331134501(C)(3)$5,000DONATION MATCHING
STILLWATER MEDICAL CENTER FOUNDATION
PO BOX 2408STILLWATEROK74076731173571501(C)(3)$10,000SUPPORT GRANT-WARM WATER POOL PROJECT
STILLWATER PUBLIC EDUCATION FOUNDATION INC
314 S LEWISSTILLWATEROK74074731267401501(C)(3)$9,5542014 ANNUAL DISTRIBUTION
SUPPORTING KIDS IN INDEPENDENT LIVINGYSOC
201 NE 50TH STREETOKLAHOMA CITYOK73105730940217501(C)(3)$21,7132014 ANNUAL DISTRIBUTION
TAHLEQUAH PUBLIC SCHOOL FOUNDATION
1 PLAZA SOUTH STE 276TAHLEQUAHOK74464731365473501(C)(3)$14,665CHECK FOR LOCAL ACCOUNT TO CLOSE FUND
TEXAS BIGHORN SOCIETY
PO BOX 53145LUBBOCKTX79453760043028501(C)(3)$5,000SUPPORT GRANT
TEXAS CHRISTIAN UNIVERSITY
BOX 298200FORT WORTHTX76129750827465501(C)(3)$100,000SUPPORT GRANT
THE CARDINAL GIBBONS FUND
1401 EDWARDS MILL ROADRALEIGHNC27607560786755501(C)(3)$5,000GENERAL SUPPORT GRANT
THE CHILDREN'S CENTER
6800 N W 39TH EXPRESSWAYBETHANYOK73008730580264501(C)(3)$15,999SUPPORT GRANT
THE FIRST CONGREGATIONAL CHURCH OF WINTER PARK
999 JUEL STORLANDOFL32814590637840501(C)(3)$10,000SUPPORT GRANT- THE JEREMIAH PROJECT
TOY SHOP OF DUNCAN
PO BOX 206DUNCANOK73534510200884501(C)(3)$17,2762014 ANNUAL DISTRIBUTION
TULSA COMMUNITY FOUNDATION
7030 S YALE AVE SUITE 600TULSAOK74136731554474501(C)(3)$64,790MY DREAM TRANSFER
UNITED METHODIST CHURCH OF GARBER
PO BOX 55GARBEROK73738501(C)(3)$5,000SUPPORT GRANT
UNITED WAY OF STEPHENS COUNTY
PO BOX 1632DUNCANOK73534237210483501(C)(3)$20,6032014 ANNUAL DISTRIBUTION
UNITED WAY OF STILLWATER OK
PO BOX 308STILLWATEROK740760308730602756501(C)(3)$5,000GENERAL SUPPORT GRANT
UNIVERSITY OF NORTH CAROLINE - CHAPEL HILL
PO BOX 309CHAPEL HILLNC27515566001393501(C)(3)$20,000SUPPORT GRANT FOOTBALL SPECIAL ACCOUNT
UNIVERSITY OF PENNSYLVANIA SCHOOL OF LAW
3501 SANSOM STREETPHILADELPHIAPA19104501(C)(3)$50,000SUPPORT GRANT
WASHINGTON UNIVERSITY IN ST LOUIS
700 ROSEDALE ST CAMPUS BOX 1004ST LOUISMO63130430653611501(C)(3)$1,000SUPPORT GRANT
WELCH PUBLIC SCHOOLS ENRICHMENT FOUNDATION
P O BOX 129WELCHOK74369731480590501(C)(3)$7,4582014 ANNUAL DISTRIBUTION
WELCH PUBLIC SCHOOLS ENRICHMENT FOUNDATION
P O BOX 130WELCHOK74370731480590501(C)(3)$8082014 ANNUAL DISTRIBUTION
SAVANNAH STATION THERAPEUTIC RIDING PROGRAM
PO BOX 851215YUKONOK73085471943254501(C)(3)$29,924QUOTE # 00002829
WESTERN WAKE CRISIS MINISTRY
103 E CHATHAM STREETAPEXNC27502561585440501(C)(3)$5,000GENERAL SUPPORT GRANT
WINN FELINE FOUNDATION
637 WYCKOFF AVE SUITE 336WYCKOFFNJ07481237138699501(C)(3)$30,000SUPPORT GRANT
WOMEN'S OKLAHOMA GOLF ASSOCIATION
6218 S LEWIS AVE STE 200TULSAOK741361030731197623501(C)(3)$35,902DISBANDING LOCAL CHAPTER
YMCA OF GREATER OKLAHOMA CITY
500 N BROADWAYOKLAHOMA CITYOK73102730579270501(C)(3)$100,000SUPPORT GRANT - CAMP CLASSEN
YOUTH & FAMILY SERVICES INC
PO BOX 1207EL RENOOK73036730970667501(C)(3)$5,0002015 AWARD
YOUTH AT HEART INC
PO BOX 35798TULSAOK74153731043630501(C)(3)$9,8002015 AWARD
COMMUNITY FOUNDATION OF OKLAHOMA INC - OTHER GRANTS LESS THAN 5000
2932 NW 122ND ST SUITE DOKLAHOMA CITYOK731201955731396320501(C)(3)$3,157,993OTHER GRANTS LESS THAN $5,000

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient603RecipientCnt
Cash Grant$1,082,263CashGrantAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution9ContributionCnt
Noncash Contributions Rpt F990$1,067,614NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
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 (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3YES, TO FOUNDATION MANAGEMENT, INC.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 IS SCANNED AND E-MAILED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW. TRUSTEES WILL REPLY TO MANAGEMENT STAFF WITH ANY QUESTIONS OR THEIR APPROVAL TO SIGN THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12CYES, THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION C, LINE 19INFORMATION IS AVAILABLE UPON REQUEST.