STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

COMMUNITIES FOUNDATION OF OKLAHOMA INC DAF sponsor

2024 · Form 990 · revenue $48.7M · expenses $34.1M · assets $211.9M

EIN
73-1396320
Address
PO BOX 21210, OKLAHOMA CITY, OK 73156-1210
Website
WWW.CFOK.ORG
NTEE code
T30J
Subsection
501(c)(3)
Ruling year
1992
Donor-advised funds
Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
Cross-check
ProPublica Nonprofit Explorer

Mission

SERVE PHILANTHROPIC NEEDS OF ALL OF OKLAHOMA.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Teresa Rose EXECUTIVE DIRECTOR2023-2024 $275,721$523,566 21
Kelly Farrow CHIEF OPERATING OFFICER2024 $112,191$112,191 1
Teresa Rose-Crook (former) EXECUTIVE DIRECTOR2017-2022 $215,652$792,619 14
Travis Warman (former) CHIEF FINANCIAL OFFICER2023 $108,152$108,152 1
Unpaid officers and directors · 29 people
NameLatest titleYearsOrganizations
Mark Gish TREASURER2019-2024 1
Richard Ratcliffe CHAIR2012-2024 1
Db Green Iii VICE-CHAIR2021-2024 1
Leslie Rainbolt DIRECTOR2023-2024 1
Bill Buckles DIRECTOR2021-2024 1
Heather Burrage DIRECTOR2023-2024 1
Tom Mccasland Iii SECRETARY2012-2024 5
Scott Martin DIRECTOR2023-2024 1
Michael Woods DIRECTOR2024 1
Casey Bell DIRECTOR2024 1
James Stuart (former) DIRECTOR2021-2023 1
David Rainbolt (former) DIRECTOR2019-2022 26
Leslie Rainbolt-Forbes (former) SECRETARY2012-2022 1
Tripp Hall (former) DIRECTOR2013-2022 1
Susan Paddock (former) DIRECTOR2019-2022 1
Roberta Burrage (former) DIRECTOR2014-2021 1
Jim Stuart (former) CHAIR2015-2020 1
Db Green (former) VICE-CHAIR2015-2020 1
Toney Stricklin (former) DIRECTOR2019-2020 1
Mary Jenkins (former) CHAIR2012-2018 1
Richard Ryerson (former) VICE CHAIR2012-2018 1
Bill Burgess (former) DIRECTOR2012-2018 4
Jim Hall Iii (former) DIRECTOR2017-2018 1
Randy Macon (former) CHIEF OPERATIONS OFFICER2014-2017 1
Tipp Hall (former) DIRECTOR2014 1
April Stobbe (former) DIRECTOR2012-2014 1
Susan Graves (former) EXECUTIVE DIRECTOR2012-2014 1
Jimmy Cooper (former) VICE CHAIRMA2012-2013 1
Laurie Fuller (former) DIRECTOR2012-2013 1

People by year

2024 · 12 people listed · 2 paid, $388K · 19 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERESA ROSE EXECUTIVE DIRECTOR40 $257,800$0$17,921 $275,72121
KELLY FARROW CHIEF OPERATING OFFICER40 $103,643$0$8,548 $112,1911
RICHARD RATCLIFFE CHAIR1 $0$0$0 $01
DB GREEN III VICE-CHAIR1 $0$0$0 $01
MARK GISH TREASURER1 $0$0$0 $01
TOM MCCASLAND III SECRETARY1 $0$0$0 $05
BILL BUCKLES DIRECTOR1 $0$0$0 $01
HEATHER BURRAGE DIRECTOR1 $0$0$0 $01
LESLIE RAINBOLT DIRECTOR1 $0$0$0 $01
SCOTT MARTIN DIRECTOR1 $0$0$0 $01
MICHAEL WOODS DIRECTOR1 $0$0$0 $01
CASEY BELL DIRECTOR1 $0$0$0 $01
2023 · 11 people listed · 2 paid, $356K · 19 employees · 21 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERESA ROSE EXECUTIVE DIRECTOR40 $234,275$0$13,570 $247,84521
TRAVIS WARMAN CHIEF FINANCIAL OFFICER40 $105,000$0$3,152 $108,1521
MARK GISH CHAIR1 $0$0$0 $01
RICHARD RATCLIFFE VICE-CHAIR1 $0$0$0 $01
DB GREEN III TREASURER1 $0$0$0 $01
LESLIE RAINBOLT SECRETARY1 $0$0$0 $01
BILL BUCKLES DIRECTOR1 $0$0$0 $01
HEATHER BURRAGE DIRECTOR1 $0$0$0 $01
TOM MCCASLAND III DIRECTOR1 $0$0$0 $05
SCOTT MARTIN DIRECTOR1 $0$0$0 $01
JAMES STUART DIRECTOR1 $0$0$0 $01
2022 · 11 people listed · 1 paid, $216K · 26 employees · 19 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERESA ROSE CROOK EXECUTIVE DIRECTOR40 $205,567$0$10,085 $215,65214
MARK GISH CHAIR1 $0$0$0 $01
RICHARD RATCLIFFE VICE-CHAIR1 $0$0$0 $01
DB GREEN III TREASURER1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
BILL BUCKLES DIRECTOR1 $0$0$0 $01
TRIPP HALL DIRECTOR1 $0$0$0 $01
TOM MCCASLAND III DIRECTOR1 $0$0$0 $05
SUSAN PADDOCK DIRECTOR1 $0$0$0 $01
JAMES STUART DIRECTOR1 $0$0$0 $01
DAVID RAINBOLT DIRECTOR1 $0$0$0 $026
2021 · 12 people listed · 1 paid, $229K · 12 employees · 33 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERESA ROSE CROOK EXECUTIVE DIRECTOR40 $219,100$0$9,617 $228,71714
MARK GISH CHAIR1 $0$0$0 $01
RICHARD RATCLIFFE VICE-CHAIR1 $0$0$0 $01
DB GREEN III TREASURER1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
BILL BUCKLES DIRECTOR1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
TRIPP HALL DIRECTOR1 $0$0$0 $01
TOM MCCASLAND III DIRECTOR1 $0$0$0 $05
SUSAN PADDOCK DIRECTOR1 $0$0$0 $01
JAMES STUART DIRECTOR1 $0$0$0 $01
DAVID RAINBOLT DIRECTOR1 $0$0$0 $026
2020 · 12 people listed · 1 paid, $176K · 10 employees · 36 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERESA ROSE CROOK EXECUTIVE DIRECTOR40 $167,708$0$8,238 $175,94614
JIM STUART CHAIR1 $0$0$0 $01
DB GREEN VICE-CHAIR1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
TRIPP HALL DIRECTOR1 $0$0$0 $01
TONEY STRICKLIN DIRECTOR1 $0$0$0 $01
MARK GISH DIRECTOR1 $0$0$0 $01
SUSAN PADDOCK DIRECTOR1 $0$0$0 $01
RICHARD RATCLIFFE DIRECTOR1 $0$0$0 $01
DAVID RAINBOLT DIRECTOR1 $0$0$0 $026
2019 · 12 people listed · 1 paid, $172K · 8 employees · 36 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERESA ROSE CROOK EXECUTIVE DIRECTOR40 $163,267$0$9,037 $172,30414
JIM STUART CHAIR1 $0$0$0 $01
DB GREEN VICE-CHAIR1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
TRIPP HALL DIRECTOR1 $0$0$0 $01
TONEY STRICKLIN DIRECTOR1 $0$0$0 $01
MARK GISH DIRECTOR1 $0$0$0 $01
SUSAN PADDOCK DIRECTOR1 $0$0$0 $01
RICHARD RATCLIFFE DIRECTOR1 $0$0$0 $01
DAVID RAINBOLT DIRECTOR1 $0$0$0 $026
2018 · 10 people listed · none paid · 0 employees · 37 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY JENKINS CHAIR1 $0$0$0 $01
RICHARD RYERSON VICE CHAIR1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
JIM HALL III DIRECTOR1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
DB GREEN DIRECTOR1 $0$0$0 $01
JIM STUART DIRECTOR1 $0$0$0 $01
TERESA ROSE CROOK EXECUTIVE DIRECTOR34 $0$0$0 $014
2017 · 11 people listed · none paid · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DB GREEN DIRECTOR1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
JIM STUART DIRECTOR1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
RICHARD RYERSON VICE CHAIR1 $0$0$0 $01
MARY JENKINS CHAIR1 $0$0$0 $01
TERESA ROSE CROOK EXECUTIVE DIRECTOR34 $0$0$0 $014
JIM HALL III DIRECTOR1 $0$0$0 $01
RANDY MACON CHIEF OPERATIONS OFFICER34 $0$0$0 $01
2016 · 10 people listed · none paid · 0 employees · 99 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRIPP HALL DIRECTOR1 $0$0$0 $01
DB GREEN DIRECTOR1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
JIM STUART DIRECTOR1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRATARY1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
RICHARD RYERSON VICE CHAIR1 $0$0$0 $01
MARY JENKINS CHAIR1 $0$0$0 $01
RANDY MACON EXECUTIVE DIRECTOR33 $0$0$0 $01
2015 · 10 people listed · none paid · 0 employees · 99 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRIPP HALL DIRECTOR1 $0$0$0 $01
DB GREEN DIRECTOR1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
JIM STUART DIRECTOR1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRATARY1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
RICHARD RYERSON VICE CHAIR1 $0$0$0 $01
MARY JENKINS CHAIR1 $0$0$0 $01
RANDY MACON EXECUTIVE DIRECTOR33 $0$0$0 $01
2014 · 10 people listed · none paid · 0 employees · 102 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TIPP HALL DIRECTOR1 $0$0$0 $01
APRIL STOBBE DIRECTOR1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
RICHARD RYERSON VICE CHAIR1 $0$0$0 $01
MARY JENKINS CHAIR1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
SUSAN GRAVES EXECUTIVE DIRECTOR30 $0$0$0 $01
RANDY MACON EXECUTIVE DIRECTOR33 $0$0$0 $01
2013 · 10 people listed · none paid · 0 employees · 103 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRIPP HALL DIRECTOR1 $0$0$0 $01
APRIL STOBBE CHAIRMAN1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
JIMMY COOPER VICE CHAIRMA1 $0$0$0 $01
LAURIE FULLER DIRECTOR1 $0$0$0 $01
TOM MCCASLAND III DIRECTOR1 $0$0$0 $05
RICHARD RYERSON DIRECTOR1 $0$0$0 $01
MARY MARKS JENKINS TREASURER1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
SUSAN GRAVES EXECUTIVE DI30 $0$0$0 $01
2012 · 10 people listed · none paid · 0 employees · 97 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD RATCLIFFE DIRECTOR1 $0$0$0 $01
APRIL STOBBE CHAIRMAN1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
JIMMY COOPER VICE CHAIRMA1 $0$0$0 $01
LAURIE FULLER DIRECTOR1 $0$0$0 $01
TOM MCCASLAND III DIRECTOR1 $0$0$0 $05
RICHARD RYERSON DIRECTOR1 $0$0$0 $01
MARY MARKS JENKINS TREASURER1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
SUSAN GRAVES EXECUTIVE DI30 $0$0$0 $01

Highest-paid independent contractors

2023 · 5 contractors · $977K
NameLocationServicePaid
VIRGINIA BASS CARLOKLAHOMA CITY, OKCCP CONTRACT EXECUTIVE DIRECTOR$221,320
W DEAN WEIDNEROKLAHOMA CITY, OKPHILANTHROPY CONSULTING$214,990
GALLION EXCAVATING CO LLCEDMOND, OKCOMMUNITY DEVELOPMENT$186,695
GLORIA JEAN GEIGEROKLAHOMA CITY, OKERAP CONSULTANTS$185,459
KATHRINE FRYYUKON, OKCCP CONTRACT CHIEF OPERATING OFFICER$168,654
2022 · 5 contractors · $1.1M
NameLocationServicePaid
BANCFIRSTOKLAHOMA CITY, OKINVESTMENT MANAGEMENT FEES$305,011
JILL GEIGER CONSULTING LLCOKLAHOMA CITY, OKERAP CONSULTANTS$218,474
GIVING WELL LLCOKLAHOMA CITY, OKCCP CONTRACT EXECUTIVE DIRECTOR$209,385
WILSHIRE CONSULTING GROUP LLCOKLAHOMA CITY, OKPARK DESIGNING & PLANNING CONSULTANTS$191,635
KATIE FRYYUKON, OKCCP CONTRACT CHIEF OPERATING OFFICER$165,040
2021 · 3 contractors · $637K
NameLocationServicePaid
BANCFIRSTOKLAHOMA CITY, OKINVESTMENT MANAGEMENT FEES$291,119
GIVING WELL LLCOKLAHOMA CITY, OKCCP CONTRACT EXECUTIVE DIRECTOR$193,435
KATIE FRYYUKON, OKCCP CONTRACT CHIEF OPERATING OFFICER$152,584
2020 · 3 contractors · $559K
NameLocationServicePaid
BANCFIRSTOKLAHOMA CITY, OKINVESTMENT MANAGEMENT FEES$270,656
GIVING WELL LLCOKLAHOMA CITY, OKCCP CONTRACT EXECUTIVE DIRECTOR$158,430
KATIE FRYYUKON, OKCCP CONTRACT CHIEF OPERATING OFFICER$130,205
2019 · 1 contractor · $229K
NameLocationServicePaid
BANCFIRSTOKLAHOMA CITY, OKINVESTMENT MANAGEMENT FEES$229,224
2018 · 2 contractors · $942K
NameLocationServicePaid
FOUNDATION MANAGEMENT INCOKLAHOMA CITY, OKMANAGEMENT SERVICES$634,309
BANCFIRSTOKLAHOMA CITY, OKPORTFOLIO MANAGEMENT$307,899
2017 · 2 contractors · $1.5M
NameLocationServicePaid
FOUNDATION MANAGEMENT INCOKLAHOMA CITY, OKMANAGEMENT SERVICES$1,121,932
BANCFIRSTOKLAHOMA CITY, OKPORTFOLIO MANAGEMENT$368,330
2016 · 2 contractors · $1.4M
NameLocationServicePaid
FOUNDATION MANAGEMENT INCOKLAHOMA CITY, OKMANAGEMENT SERVICES$995,803
BANCFIRSTOKLAHOMA CITY, OKPORTFOLIO MANAGEMENT$387,945
2015 · 2 contractors · $1.3M
NameLocationServicePaid
FOUNDATION MANAGEMENT INCOKLAHOMA CITY, OKMANAGEMENT SERVICES$960,937
BANCFIRSTOKLAHOMA CITY, OKPORTFOLIO MANAGEMENT$356,632
2014 · 2 contractors · $1.4M
NameLocationServicePaid
FOUNDATION MANANGEMENT INCOKLAHOMA CITY, OKMANAGEMENT SERVICES$984,363
BANCFIRSTOKLAHOMA CITY, OKPORTFOLIO MANAGEMENT$373,724
2013 · 2 contractors · $1.3M
NameLocationServicePaid
FOUNDATION MANAGEMENT INCMANAGEMENT$884,624
BANCFIRSTPORTFOLIO MANAG$372,922
2012 · 2 contractors · $1.2M
NameLocationServicePaid
FOUNDATION MANAGEMENT INCOKLAHOMA CITY, OKMANAGEMENT$771,622
BANCFIRSTOKLAHOMA CITY, OKPORTFOLIO MANAG$411,649

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 314 grants to organizations · $25.5M

Listed grants add up to $25,477,504; the return's “grants paid” expense line says $29,312,186. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 268 grants to organizations · $17.6M

Listed grants add up to $17,626,012; the return's “grants paid” expense line says $19,142,433. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 276 grants to organizations · $29.5M

Listed grants add up to $29,475,827; the return's “grants paid” expense line says $108,772,468. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 257 grants to organizations · $29.3M

Listed grants add up to $29,312,247; the return's “grants paid” expense line says $233,024,688. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 230 grants to organizations · $7.9M

Listed grants add up to $7,932,618; the return's “grants paid” expense line says $62,488,136. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 200 grants to organizations · $8.2M

Listed grants add up to $8,166,516; the return's “grants paid” expense line says $9,305,367. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 150 grants to organizations · $6.0M

Listed grants add up to $6,025,032; the return's “grants paid” expense line says $8,612,935. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 147 grants to organizations · $9.7M

Listed grants add up to $9,656,319; the return's “grants paid” expense line says $12,451,378. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 176 grants to organizations · $6.2M

Listed grants add up to $6,214,367; the return's “grants paid” expense line says $8,407,906. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 113 grants to organizations · $4.6M

Listed grants add up to $4,579,626; the return's “grants paid” expense line says $8,081,290. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 154 grants to organizations · $11.7M

Listed grants add up to $11,659,323; the return's “grants paid” expense line says $12,853,587. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 1 grant to organizations · $8.1M

Listed grants add up to $8,136,476; the return's “grants paid” expense line says $9,716,576. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 1 grant to organizations · $6.4M

Listed grants add up to $6,355,233; the return's “grants paid” expense line says $8,128,485. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Grants received from DAF sponsors and foundations

128 grants to this organization reported by other filers, $35,997,021 in all. Schedule I grants are matched by the EIN the grantor reported; 990-PF grants list no EIN, so those are matched by exact name and state. Grantor type: private foundation (990-PF), DAF sponsor (answered yes to maintaining donor-advised funds that year), or other public charity. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

YearGrantorGrantor typeAmountPurposeMatched byFiling
2025THE MORE FOUNDATIONPublic charity $108,000SCHOLARSHIP FUNDINGein view
2025OKLAHOMA GRAIN AND FEED ASSOCIATION INCPublic charity $56,751SCHOLARSHIPSein view
2024VANGUARD CHARITABLE ENDOWMENT PROGRAMDAF sponsor $7,424,360FOR RECIPIENT'S EXEMPT PURPOSEein view
2024DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATIONPublic charity $798,478General fundein view
2024DONOR ADVISED CHARITABLE GIVINGDAF sponsor $738,917PUBLIC, SOCIETAL BENEFITein view
2024SIGNATRY CHARITABLE TRUSTDAF sponsor $407,000COMMUNITY DEVELOPMENTein view
2024THE MORE FOUNDATIONPublic charity $257,176SCHOLARSHIP FUNDINGein view
2024OKLAHOMA CITY COMMUNITY FOUNDATION INCDAF sponsor $150,000GENERAL PURPOSESein view
2024AMERICAN ELECTRIC POWER FOUNDATIONPrivate foundation $100,000Game Changer Parkname and state view
2024FIDELITY INVESTMENTS CHARITABLE GIFT FUNDDAF sponsor $91,524For grant recipient's exempt purposesein view
2024TULSA COMMUNITY FOUNDATIONDAF sponsor $60,000GENERAL OPERATIONSein view
2024THE BESSEMER GIVING FUNDDAF sponsor $50,000GENERAL SUPPORTein view
2024AVEM RURAL AMERICA FOUNDATIONPrivate foundation $50,000PUBLIC SUPPORTname and state view
2024LOVE FAMILY AFFILIATED FUND OF THE OKLAHOMA CITY COMMUNITY FOUNDATIONPublic charity $48,720GENERAL PURPOSESein view
2024CENTER FOR DISASTER PHILANTHROPY INCPublic charity $37,207ADDITIONAL $37,207 TO COMMUNITIES FOUNDATION OF OKLAHOMA TO SUPPORT A DISASTER RECOVERY COORDINATOR FOR SEMINOLE, OKLAHOMA IN RESPONSE TO 2022 TORNADOES.ein view
2024SERVANT FOUNDATIONDAF sponsor $28,000COMMUNITY DEVELOPMENTein view
2024HAWAII PACIFIC HEALTHPublic charity $25,000GENERAL SUPPORTein view
2024AMERICAN GIFT FUNDDAF sponsor $25,000OPERATIONSein view
2024BECAUSE WE CARE PHILANTHROPY INCDAF sponsor $17,463ein view
2024UNION PACIFIC FOUNDATIONPrivate foundation $10,000DEI CAPACITY BUILDINGname and state view
2024MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INCDAF sponsor $10,000UNRESTRICTED GENERAL SUPPORTein view
2023SERVANT FOUNDATIONDAF sponsor $1,255,000COMMUNITY DEVELOPMENTein view
2023DONOR ADVISED CHARITABLE GIVINGDAF sponsor $178,500PUBLIC, SOCIETAL BENEFITein view
2023THE MORE FOUNDATIONPublic charity $174,500SCHOLARSHIP FUNDINGein view
2023DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATIONPublic charity $163,625General Fundein view
2023CENTER FOR DISASTER PHILANTHROPY INCPublic charity $107,415$107,415 TO COMMUNITIES FOUNDATION OF OKLAHOMA TO SUPPORT A DISASTER RECOVERY COORDINATOR FOR SEMINOLE, OKLAHOMA IN RESPONSE TO 2022 TORNADOES.ein view
2023THE BESSEMER GIVING FUNDDAF sponsor $50,000GENERAL SUPPORTein view
2023JUST TRUST FOR EDUCATIONPublic charity $50,000PROJECT SUPPORT FOR THE OKLAHOMA COUNTY CRIMINAL JUSTICE ADVISORY COUNCIL FOR CRIMINAL JUSTICE REFORM IN OKLAHOMAein view
2023OKLAHOMA CITY COMMUNITY FOUNDATION INCDAF sponsor $42,400GENERAL PURPOSEein view
2023HOWARD FAMILY CHARITABLE FOUNDATIONINCPrivate foundation $25,000COMMUNITY SERVICEname and state view
2023CATHOLIC CHARITIESPublic charity $18,364General Supportein view
2023FIDELITY INVESTMENTS CHARITABLE GIFT FUNDDAF sponsor $12,350For grant recipient's exempt purposesein view
2023TULSA COMMUNITY FOUNDATIONDAF sponsor $10,000GENERAL OPERATIONSein view
2023THE OKLAHOMA UNITED METHODIST FOUNDATION INCDAF sponsor $9,916SEMINARY SCHOLARSHIPSein view
2023ARVEST FOUNDATIONPrivate foundation $5,000For the Duncan Community Heart & Soul Fund to provide support for program needs to include building awareness and commitment throughout the community, gathering needs, and developing action plans.name and state view
2023SOUTHWESTERN URBAN FOUNDATIONPrivate foundation $500HISTORICAL PRESERVATIONname and state view
2023AMAZONSMILE FOUNDATIONPrivate foundation $56GENERAL SUPPORTname and state view
2022SERVANT FOUNDATIONDAF sponsor $1,800,000COMMUNITY DEVELOPMENTein view
2022DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATIONPublic charity $402,382GENERAL FUNDein view
2022THE MORE FOUNDATIONPublic charity $400,500SCHOLARSHIP FUNDINGein view
2022OKLAHOMA CITY COMMUNITY FOUNDATION INCDAF sponsor $396,031GENERAL PURPOSEein view
2022AVEM RURAL AMERICA FOUNDATIONPrivate foundation $300,000PUBLIC SUPPORTname and state view
2022FIDELITY INVESTMENTS CHARITABLE GIFT FUNDDAF sponsor $110,000For grant recipient's exempt purposesein view
2022CATHOLIC CHARITIESPublic charity $81,243General Supportein view
2022TA BLUE BELL FOUNDATION MAINPrivate foundation $50,000GENERAL OPERATINGname and state view
2022NEW VENTURE FUNDPublic charity $50,000CIVIL RIGHTS, SOCIAL ACTION, ADVOCACYein view
2022NATIONAL CHRISTIAN CHARITABLE FOUNDATIONDAF sponsor $30,000SUPPORTein view
2022TULSA COMMUNITY FOUNDATIONDAF sponsor $25,750GENERAL OPERATIONSein view
2022DONOR ADVISED CHARITABLE GIVINGDAF sponsor $19,250PUBLIC, SOCIETAL BENEFITein view
2022THE OKLAHOMA UNITED METHODIST FOUNDATION INCDAF sponsor $13,664SEMINARY SCHOLARSHIPSein view
2022GUY AND SHIRLEY LEWIS FOUNDATION LTDPrivate foundation $12,500General & Unrestrictedname and state view
2022THE AYCO CHARITABLE FOUNDATIONDAF sponsor $10,000COMMUNITY & HUMAN SERVICESein view
2022FRED JONES FAMILY FOUNDATIONPrivate foundation $8,333CLARA LUPER SIT-IN PLAZA - 1ST OF 3 PAYMENTS TOWARDS $25,000 PLEDGEname and state view
2022BECAUSE WE CARE PHILANTHROPY INCDAF sponsor $6,000COMMUNITY DEVELOP.ein view
2022AMAZONSMILE FOUNDATIONPrivate foundation $58GENERAL SUPPORTname and state view
2021VANGUARD CHARITABLE ENDOWMENT PROGRAMDAF sponsor $6,963,730For recipient's exempt purposeein view
2021SERVANT FOUNDATIONDAF sponsor $1,557,000COMMUNITY DEVELOPMENTein view
2021DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATIONPublic charity $897,608GENERAL FUNDein view
2021THOMAS N LYNN INSTITUTE FOR HEALTHCARE RESEARCH INCPublic charity $433,000Scholarshipsein view
2021THE MORE FOUNDATIONPublic charity $202,416SCHOLARSHIP FUNDINGein view
2021LOVE FAMILY AFFILIATED FUND OF THE OKLAHOMA CITY COMMUNITY FOUNDATIONPublic charity $160,000PHILANTHROPY, VOLUNTARISM & GRANTING FOUNDATIONSein view
2021FIDELITY INVESTMENTS CHARITABLE GIFT FUNDDAF sponsor $59,000For grant recipient's exempt purposesein view
2021THE OKLAHOMA UNITED METHODIST FOUNDATION INCDAF sponsor $17,228SEMINARY SCHOLARSHIPSein view
2021C H ROBINSON WORLDWIDE FOUNDATIONPrivate foundation $6,605GENERAL OPERATING FUNDname and state view
2021FRED JONES FAMILY FOUNDATIONPrivate foundation $2,500WINTER ON WESTERN ("WOW")name and state view
2021AMAZONSMILE FOUNDATIONPrivate foundation $51GENERAL SUPPORTname and state view
2020SERVANT FOUNDATIONDAF sponsor $671,000COMMUNITY DEVELOPMENTein view
2020DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATIONPublic charity $258,745GENERAL FUNDein view
2020GEORGE KAISER FAMILY FOUNDATIONPublic charity $165,000BEST - COVID-19ein view
2020THE MORE FOUNDATIONPublic charity $155,500SCHOLARSHIP FUNDINGein view
2020ACCELERTOR FOR AMERICAPublic charity $51,366COVID 19 Direct Grantsein view
2020GEORGE KAISER FAMILY FOUNDATIONPublic charity $50,000DHS Ready,Help,Go Online Programein view
2020FIDELITY INVESTMENTS CHARITABLE GIFT FUNDDAF sponsor $50,000For grant recipient's exempt purposesein view
2020THE OKLAHOMA UNITED METHODIST FOUNDATION INCDAF sponsor $10,000CIVIL RIGHTS MUSEUM SUPPORTein view
2020ARVEST FOUNDATIONPrivate foundation $5,000Community & Economic Developmentname and state view
2020C H ROBINSON WORLDWIDE FOUNDATIONPrivate foundation $1,500GENERAL OPERATING FUNDname and state view
2020ANNE AND HENRY ZARROW FOUNDATIONPrivate foundation $1,000WOMEN'S FOUNDATION OF OKLAHOMA, IN HONOR OF JANA MORINGname and state view
2020AMAZONSMILE FOUNDATIONPrivate foundation $5GENERAL SUPPORTname and state view
2019DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATIONPublic charity $425,355GENERAL FUNDein view
2019THE MORE FOUNDATIONPublic charity $240,540SCHOLARSHIP FUNDINGein view
2019FIDELITY INVESTMENTS CHARITABLE GIFT FUNDDAF sponsor $55,000For grant recipient's exempt purposesein view
2019FIELDS & FUTURES FOUNDATIONPublic charity $4,000SCHOLARSHIPSein view
2018CITY OF MUSKOGEE FOUNDATIONPublic charity $293,760SCHLARSHIPSein view
2018DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATIONPublic charity $263,209GENERAL FUNDein view
2018THE MORE FOUNDATIONPublic charity $179,980SCHOLARSHIP FUNDINGein view
2018FIDELITY INVESTMENTS CHARITABLE GIFT FUNDDAF sponsor $65,789For grant recipient's exempt purposesein view
2018LOVE FAMILY AFFILIATED FUND OF THE OKLAHOMA CITY COMMUNITY FOUNDATIONPublic charity $11,000General Purposesein view
2018SERVANT FOUNDATIONDAF sponsor $10,000COMMUNITY DEVELOPMENTein view
2018OKLAHOMA CITY COMMUNITY FOUNDATION INCDAF sponsor $6,000GENERAL PURPOSESein view
2017CITY OF MUSKOGEE FOUNDATIONPublic charity $279,760ein view
2017DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATIONPublic charity $207,604General Fundein view
2017THE MORE FOUNDATIONPublic charity $179,545SCHOLARSHIP FUNDINGein view
2017FIDELITY INVESTMENTS CHARITABLE GIFT FUNDDAF sponsor $25,000FOR GRANT RECIPIENT'S EXEMPT PURPOSESein view
2017AMERICAN HOSPITAL ASSOCIATION INCPublic charity $10,000support paymentein view
2017SANFORDPublic charity $10,000GENERAL SUPPORTein view
2017FROELICH FAMILY FOUNDATIONPrivate foundation $3,500SEMINOLE COMMUNITY DEVELOPMENTname and state view
2016DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATIONPublic charity $238,585GENERAL FUNDein view
2016THE MORE FOUNDATIONPublic charity $217,797SCHOLARSHIP FUNDINGein view
2016FEED THE CHILDREN INCPublic charity $86,053NECESSITIES FOR NEEDY CHILDREN & FAMILIESein view
2016SANFORDPublic charity $10,000Duncan Heritage Trails Coalition Fund 1063 / Donationein view
2016COMMUNITY INITIATIVESPublic charity $10,000Educators for Fair Considerationein view
2016FROELICH FAMILY FOUNDATIONPrivate foundation $3,500COMMUNITY SUPPORTname and state view
2016THE MAGNOLIA CHARITABLE FOUNDATIONPrivate foundation $500Oklahoma Developmental Disabilities Council Fiscal Sponsorship Fundname and state view
2015SMART START CENTRAL OKLAHOMA INCPublic charity $496,693EDUCATION ASSISTANCE AND TO CARRY OUT THE VARIOUS PROGRAM SERVICES MENTIONED ON PG. 2 OF FORM 990.ein view
2015THE MORE FOUNDATIONPublic charity $238,785SCHOLARSHIP FUNDINGein view
2015DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATIONPublic charity $222,414GENERAL FUNDein view
2015AVEDIS FOUNDATIONPublic charity $50,000DOG TRAINING CENTER AT MABEL BASSETT WOMEN'S CORRECTIONAL FACILITYein view
2015FIELDS & FUTURES FOUNDATIONPublic charity $3,537SCHOLARSHIPSein view
2015FROELICH FAMILY FOUNDATIONPrivate foundation $2,500COMMUNITY SUPPORTname and state view
2014SMART START CENTRAL OKLAHOMA INCPublic charity $413,290EDUCATION ASSISTANCE AND TO CARRY OUT THE VARIOUS PROGRAM SERVICES MENTIONED ON PG. 2 OF FORM 990.ein view
2014DUNCAN REGIONAL HOSPITAL INCPublic charity $250,000HERITAGE TRAILS PROJECTein view
2014DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATIONPublic charity $31,713GENERAL FUNDein view
2014THE PETE & RUTH LESLIE FOUNDATIONPrivate foundation $10,000ALVA GOLDBUG EDUCATION FOUNDATION FISCAL SPONSORSHIP FUNDname and state view
2014DONOR ADVISED CHARITABLE GIVINGDAF sponsor $5,300SOCIAL SERVICES/SOCIAL BENEFITSein view
2014DAVID & MARY ANDERSON FAMILYPrivate foundation $4,000GENERAL PURPOSEname and state view
2013SMART START CENTRAL OKLAHOMA INCPublic charity $530,033EDUCATION ASSISTANCE AND TO CARRY OUT THE VARIOUS PROGRAM SERVICES MENTIONED ON PG. 2 OF FORM 990.ein view
2013THE MORE FOUNDATIONPublic charity $234,364ein view
2013DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATIONPublic charity $42,579GENERAL FUNDein view
2013EDISON ELECTRIC INSTITUTEPublic charity $10,000CORPORATE RESPONSIBILITY: DISASTERein view
2013ARKANSAS CHILDRENS HOSPITAL RESEARCH INSTITUTEPublic charity $6,585PARENT EDUCATION CCHD (CHILDREN'S CONGENITAL HEART DISEASE)ein view
2013DODSON FOUNDATIONPrivate foundation $5,000COMMUNITY NEEDSname and state view
2012SMART START CENTRAL OKLAHOMA INCPublic charity $636,491EDUCATION ASSISTANCE AND TO CARRY OUT THE VARIOUS PROGRAM SERVICES MENTIONED ON PG. 2 OF FORM 990.ein view
2012THE MORE FOUNDATIONPublic charity $152,126ein view
2012DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATIONPublic charity $22,598GENERAL FUNDein view
2011SMART START CENTRAL OKLAHOMA INCPublic charity $1,043,177EDUCATION ASSISTANCE AND TO CARRY OUT THE VARIOUS PROGRAM SERVICES MENTIONED ON PG. 2 OF FORM 990.ein view
2011THE MORE FOUNDATIONPublic charity $286,508ein view
2011SSM HEALTH CARE OF OKLAHOMA INCPublic charity $5,000FOUNDERS SPONSORein view
2010THE MORE FOUNDATIONPublic charity $427,664ein view

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$48,694,890$34,115,649 $211,919,832$208,233,823 $35,578,442$288,950 $421,1111910
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$38,480,729$27,847,738 $204,013,681$186,517,632 $30,374,740$649,855 $261,9411921
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$142,717,974$123,435,469 $195,567,308$165,542,652 $133,044,365$237,328 $239,0732619
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$262,928,219$241,646,483 $167,077,976$137,805,766 $254,745,204$237,491 $240,3551233
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$76,729,791$67,000,407 $155,793,943$138,923,564 $67,258,231$214,337 $187,4861036
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$15,673,985$10,442,320 $112,125,645$108,320,307 $11,700,586$274,302 $183,272836
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$14,394,922$9,995,339 $108,861,385$104,841,924 $9,360,466$474,206 $88,623037
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$14,042,218$14,014,042 $103,349,856$99,257,378 $9,438,581$680,891 $00100
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$11,284,250$9,926,180 $101,005,035$96,674,680 $8,623,326$654,957 $0099
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$13,854,321$9,509,604 $92,261,882$88,249,084 $8,028,623$887,819 $0099
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$19,879,006$14,591,957 $92,391,641$88,290,939 $11,026,982$0 $00102
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$16,267,011$11,270,182 $93,314,778$88,854,364 $10,796,091$0 -0103
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$13,191,854$9,579,534 $81,226,418$77,243,986 $8,222,313$0 -097

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $34,115,649 spent · pay $3,058,739 · grants $29,312,186 · events $28,079
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $27,848,159$27,848,159-- 81.6%
Other salaries and wages $2,439,491$2,183,700$246,335$9,456 7.2%
Grants to US individuals $1,464,027$1,464,027-- 4.3%
Fees: management $520,168$520,168-- 1.5%
Pay: officers, directors, trustees, key employees $421,111$317,901$99,331$3,879 1.2%
Fees: investment management $402,747-$402,747- 1.2%
Fees: other services $210,390$210,390-- 0.6%
Occupancy $146,443$40,856$105,587- 0.4%
Information technology $144,858$56,641$88,217- 0.4%
Payroll taxes $99,536$75,068$23,548$920 0.3%
Other employee benefits $98,601$74,435$23,258$908 0.3%
Fees: accounting $63,848$25,000$38,848- 0.2%
Insurance $61,164$5,158$56,006- 0.2%
All other expenses $36,970-$36,970- 0.1%
Advertising and promotion $32,482$703-$31,779 0.1%
Other (as described)STAFF DEVELOPMENT $30,272-$30,272- 0.1%
Office expenses $29,579$1,132$28,447- 0.1%
Conferences, conventions and meetings $21,957$3,028$18,929- 0.1%
Travel $16,087$827$15,260- 0.0%
Depreciation and depletion $15,055-$15,055- 0.0%
Other (as described) EventEVENTS $6,122$3,284$2,838- 0.0%
Other (as described)OETT PROGRAM EXPENSE $3,969$3,969-- 0.0%
Fees: legal $2,582-$2,582- 0.0%
Other (as described)BANK FEES $31$31-- 0.0%
Total$34,115,649100%

View the filing

2023 · Form 990 · $27,847,738 spent · pay $5,336,483 · grants $19,142,433 · events $17,601
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $17,626,012$17,626,012-- 63.3%
Other salaries and wages $4,923,064$4,632,025$281,252$9,787 17.7%
Fees: other services $1,559,217$1,522,512$36,705- 5.6%
Grants to US individuals $1,516,421$1,516,421-- 5.4%
Fees: management $548,337$548,337-- 2.0%
Fees: investment management $459,423-$459,423- 1.6%
Pay: officers, directors, trustees, key employees $261,941$192,775$66,497$2,669 0.9%
Occupancy $205,106$108,138$96,968- 0.7%
Information technology $192,384$99,909$92,475- 0.7%
Fees: accounting $93,355-$93,355- 0.3%
Payroll taxes $85,425$62,697$21,851$877 0.3%
Other employee benefits $66,053$48,539$16,838$676 0.2%
Advertising and promotion $62,933$27,583-$35,350 0.2%
Insurance $60,855$6,494$54,361- 0.2%
Office expenses $52,832$1,740$51,092- 0.2%
Other (as described)PENALTIES AND FEES $24,944-$24,944- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $23,283$46$23,237- 0.1%
Depreciation and depletion $19,501-$19,501- 0.1%
Fees: legal $17,888$17,888-- 0.1%
Other (as described)STAFF DEVELOPMENT $17,385-$17,385- 0.1%
Travel $13,221$1,581$11,640- 0.0%
Conferences, conventions and meetings $12,018$827$11,191- 0.0%
Other (as described) EventEVENTS $5,583$4,537$1,046- 0.0%
All other expenses $557$258$299- 0.0%
Total$27,847,738100%

View the filing

2022 · Form 990 · $123,435,469 spent · pay $12,611,623 · grants $108,772,468 · events $203,669
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $62,359,657$62,359,657-- 50.5%
Grants to US individuals $46,412,811$46,412,811-- 37.6%
Other salaries and wages $12,172,672$11,998,650$164,014$10,008 9.9%
Fees: other services $520,648$206,602$314,046- 0.4%
Fees: investment management $361,526-$361,526- 0.3%
Occupancy $245,395$99,024$146,371- 0.2%
Pay: officers, directors, trustees, key employees $239,073$196,427$40,194$2,452 0.2%
Information technology $231,971$10,947$221,024- 0.2%
Other (as described) EventEVENTS $164,646-$164,646- 0.1%
Advertising and promotion $139,502--$139,502 0.1%
Other employee benefits $110,854$91,080$18,637$1,137 0.1%
Payroll taxes $89,024$73,144$14,967$913 0.1%
Office expenses $85,162$9,836$75,326- 0.1%
Fees: accounting $59,275-$59,275- 0.0%
Insurance $46,396-$46,396- 0.0%
Fees: legal $41,125$41,125-- 0.0%
Conferences, conventions and meetings $39,023-$39,023- 0.0%
Other (as described)STAFF DEVELOPMENT $38,843-$38,843- 0.0%
Depreciation and depletion $23,890-$23,890- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $20,531-$20,531- 0.0%
Travel $13,041-$13,041- 0.0%
Other (as described)BANK FEES $10,880$10,880-- 0.0%
All other expenses $9,524$7,910$1,614- 0.0%
Total$123,435,469100%

View the filing

2021 · Form 990 · $241,646,483 spent · pay $7,411,870 · grants $233,024,688 · events $30,716
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $199,227,997$199,227,997-- 82.4%
Grants to US organizations and governments $33,796,691$33,796,691-- 14.0%
Other salaries and wages $6,987,677$6,823,418$164,259- 2.9%
Fees: other services $413,054$230,988$182,066- 0.2%
Fees: investment management $298,104-$298,104- 0.1%
Pay: officers, directors, trustees, key employees $240,355$204,302$24,035$12,018 0.1%
Occupancy $166,385$69,352$97,033- 0.1%
Other employee benefits $93,493$76,597$16,424$472 0.0%
Payroll taxes $90,345$74,229$15,189$927 0.0%
Advertising and promotion $66,754--$66,754 0.0%
Information technology $66,113$3,540$62,573- 0.0%
Office expenses $43,979$13,413$30,566- 0.0%
Insurance $28,380-$28,380- 0.0%
Fees: accounting $27,351-$27,351- 0.0%
Depreciation and depletion $24,196-$24,196- 0.0%
Conferences, conventions and meetings $18,884-$18,884- 0.0%
Travel $16,348$16,348-- 0.0%
Other (as described)STAFF DEVELOPMENT $14,093$400$13,693- 0.0%
Other (as described) EventEVENTS $11,832-$11,832- 0.0%
Other (as described)BANK FEES $7,780$7,780-- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $3,277-$3,277- 0.0%
Fees: legal $2,937-$2,937- 0.0%
All other expenses $458-$458- 0.0%
Total$241,646,483100%

View the filing

2020 · Form 990 · $67,000,407 spent · pay $3,883,512 · grants $62,488,136 · events $1,605
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $54,392,567$54,392,567-- 81.2%
Grants to US organizations and governments $8,095,569$8,095,569-- 12.1%
Other salaries and wages $3,607,516$3,549,482$58,034- 5.4%
Fees: investment management $270,656-$270,656- 0.4%
Pay: officers, directors, trustees, key employees $187,486$159,363$18,749$9,374 0.3%
Occupancy $106,193$76,360$29,833- 0.2%
Fees: other services $87,532$75,544$11,988- 0.1%
Information technology $55,573$41,629$13,944- 0.1%
Payroll taxes $44,493$38,400$5,468$625 0.1%
Other employee benefits $44,017$38,340$5,637$40 0.1%
Fees: accounting $28,937-$28,937- 0.0%
Insurance $22,926$18,190$4,736- 0.0%
Depreciation and depletion $21,111$20,267$844- 0.0%
Office expenses $20,598$17,096$3,502- 0.0%
Other (as described)STAFF DEVELOPMENT $4,902$4,033$869- 0.0%
Other (as described)OETT PROGRAM EXPENSES $2,908$2,908-- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $2,018$832$1,186- 0.0%
Conferences, conventions and meetings $1,605-$1,605- 0.0%
Advertising and promotion $1,220$1,041-$179 0.0%
Travel $971$971-- 0.0%
Other (as described)BANK FEES $952-$952- 0.0%
All other expenses $497-$497- 0.0%
Fees: legal $160$126$34- 0.0%
Total$67,000,407100%

View the filing

2019 · Form 990 · $10,442,320 spent · pay $529,703 · grants $9,305,367 · events $2,389
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $8,660,925$8,660,925-- 82.9%
Grants to US individuals $644,442$644,442-- 6.2%
Other salaries and wages $318,871$195,133$117,741$5,997 3.1%
Fees: investment management $229,224-$229,224- 2.2%
Pay: officers, directors, trustees, key employees $183,272$112,153$67,672$3,447 1.8%
Office expenses $117,507-$117,507- 1.1%
Fees: other services $107,751$64,650$43,101- 1.0%
Information technology $47,288-$47,288- 0.5%
Other employee benefits $27,560$16,866$10,176$518 0.3%
Fees: accounting $27,118-$27,118- 0.3%
Insurance $23,345-$23,345- 0.2%
Depreciation and depletion $15,299-$15,299- 0.1%
Advertising and promotion $9,879--$9,879 0.1%
Travel $9,512$9,512-- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $7,945-$7,945- 0.1%
Other (as described)BUSINESS ENTERTAINMENT $4,611-$4,611- 0.0%
Other (as described)STAFF DEVELOPMENT $3,344-$3,344- 0.0%
Conferences, conventions and meetings $2,389-$2,389- 0.0%
Other (as described)OETT PROGRAM EXPENSES $1,518$1,518-- 0.0%
Fees: legal $520-$520- 0.0%
Total$10,442,320100%

View the filing

2018 · Form 990 · $9,995,339 spent · pay $248,699 · grants $8,612,935 · events $5,209
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $7,460,392$7,460,392-- 74.6%
Grants to US individuals $1,152,543$1,152,543-- 11.5%
Fees: management $634,309$460,732$141,862$31,715 6.3%
Fees: investment management $307,899-$307,899- 3.1%
Other salaries and wages $154,494$95,667$55,901$2,926 1.5%
Pay: officers, directors, trustees, key employees $88,623$54,877$32,067$1,679 0.9%
Fees: other services $52,010-$52,010- 0.5%
Information technology $42,897-$42,897- 0.4%
Fees: accounting $27,427-$27,427- 0.3%
Office expenses $23,287-$23,287- 0.2%
Insurance $20,376-$20,376- 0.2%
Other (as described)DUES AND SUBSCRIPTIONS $6,750-$6,750- 0.1%
Advertising and promotion $6,400--$6,400 0.1%
Other employee benefits $5,582$3,457$2,020$105 0.1%
Conferences, conventions and meetings $5,209-$5,209- 0.1%
Travel $3,022$3,022-- 0.0%
Other (as described)BUSINESS ENTERTAINMENT $1,540-$1,540- 0.0%
Other (as described)STAFF DEVELOPMENT $1,414-$1,414- 0.0%
Fees: legal $1,165-$1,165- 0.0%
Total$9,995,339100%

View the filing

2017 · Form 990 · $14,014,042 spent · pay $0 · grants $12,451,378 · events $1,914
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $11,440,178$11,440,178-- 81.6%
Fees: management $1,121,932$841,449$224,386$56,097 8.0%
Grants to US individuals $1,011,200$1,011,200-- 7.2%
Fees: investment management $368,330-$368,330- 2.6%
Information technology $24,160-$24,160- 0.2%
Fees: accounting $23,701-$23,701- 0.2%
Insurance $17,905-$17,905- 0.1%
Fees: legal $3,051-$3,051- 0.0%
Conferences, conventions and meetings $1,914-$1,914- 0.0%
Advertising and promotion $918--$918 0.0%
Office expenses $388-$388- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $365-$365- 0.0%
Total$14,014,042100%

View the filing

2016 · Form 990 · $9,926,180 spent · pay $0 · grants $8,407,906 · events $10,117
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $6,982,358$6,982,358-- 70.3%
Grants to US individuals $1,425,548$1,425,548-- 14.4%
Fees: management $995,803$746,852$199,161$49,790 10.0%
Fees: investment management $387,945-$387,945- 3.9%
Information technology $50,917-$50,917- 0.5%
Fees: accounting $28,535-$28,535- 0.3%
Advertising and promotion $23,723--$23,723 0.2%
Insurance $14,592-$14,592- 0.1%
Conferences, conventions and meetings $10,117-$10,117- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $5,000-$5,000- 0.1%
Fees: legal $825-$825- 0.0%
Office expenses $817-$817- 0.0%
Total$9,926,180100%

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2015 · Form 990 · $9,509,604 spent · pay $0 · grants $8,081,290 · events $8,692
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $6,342,492$6,342,492-- 66.7%
Grants to US individuals $1,738,798$1,738,798-- 18.3%
Fees: management $960,937$720,703$192,187$48,047 10.1%
Fees: investment management $356,635-$356,635- 3.8%
Advertising and promotion $44,187-$1,068$43,119 0.5%
Fees: accounting $20,700-$20,700- 0.2%
Insurance $16,265-$16,265- 0.2%
Information technology $15,760-$15,760- 0.2%
Conferences, conventions and meetings $8,692-$8,692- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $5,000-$5,000- 0.1%
Office expenses $138-$138- 0.0%
Total$9,509,604100%

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2014 · Form 990 · $14,591,957 spent · pay $0 · grants $12,853,587 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $11,737,605$11,737,605-- 80.4%
Other (as described)FMI MANAGEMENT FEE $1,259,866$944,900$251,973$62,993 8.6%
Grants to US individuals $1,115,982$1,115,982-- 7.6%
Fees: investment management $373,724-$373,724- 2.6%
Other (as described)CONFERENCES, DUES, & PU $21,483-$21,483- 0.1%
Other (as described)TECHNOLOGY EXPENSES $20,352-$20,352- 0.1%
Advertising and promotion $19,615--$19,615 0.1%
Fees: accounting $19,200-$19,200- 0.1%
Other (as described)DIRECTORS & OFFICERS LI $17,576-$17,576- 0.1%
All other expenses $6,554-$6,554- 0.0%
Total$14,591,957100%

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2013 · Form 990 · $11,270,182 spent · pay $0 · grants $9,716,576 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $8,136,476$8,136,476-- 72.2%
Grants to US individuals $1,580,100$1,580,100-- 14.0%
Other (as described)FMI MANAGEMENT FEES $1,134,171$850,628$226,834$56,709 10.1%
Other (as described)INVESTMENT MANAGEMENT FEE $372,923-$372,923- 3.3%
Fees: accounting $20,000-$20,000- 0.2%
Other (as described)TECHNOLOGY EXPENSE $12,755-$12,755- 0.1%
Other (as described)CONFERENCE, DUES & PUBS $7,951-$7,951- 0.1%
All other expenses $5,806-$5,806- 0.1%
Total$11,270,182100%

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2012 · Form 990 · $9,579,534 spent · pay $0 · grants $8,128,485 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $6,355,233$6,355,233-- 66.3%
Grants to US individuals $1,773,252$1,773,252-- 18.5%
Other (as described)FMI MANAGEMENT FEES $982,726$735,587$198,003$49,136 10.3%
Other (as described)INVESTMENT MANAGEMENT FEE $411,649-$411,649- 4.3%
Fees: accounting $19,300-$19,300- 0.2%
Other (as described)CONFERENCE, DUES & PUBS $17,118-$17,118- 0.2%
Other (as described)TECHNOLOGY EXPENSE $14,207-$14,207- 0.1%
All other expenses $5,921-$5,921- 0.1%
Fees: legal $128-$128- 0.0%
Total$9,579,534100%

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Donor-advised funds

Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.

As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Maintains DAFsDAFs heldContributionsGrantsValue at year endOther funds heldOther contributionsOther grantsOther value at year end
2024 · Form 990 view filing
Yes 78$5,155,170$4,406,418$48,229,683 975$27,491,669$36,360,387$161,260,174
2023 · Form 990 view filing
Yes 76$3,953,303$4,717,875$43,281,825 935$16,022,267$20,682,314$158,373,135
2022 · Form 990 view filing
Yes 79$4,527,060$4,096,324$40,364,599 910$183,309,062$56,831,073$135,153,229
2021 · Form 990 view filing
Yes 66$2,623,699$4,072,774$36,882,900 869$251,173,293$229,922,883$122,997,352
2020 · Form 990 view filing
Yes 60$11,377,163$5,352,910$42,797,218 859$101,376,010$67,778,860$33,567,149
2019 · Form 990 view filing
Yes 61$4,892,911$3,744,887$36,772,243 806$8,272,713$7,131,169$71,548,063
2018 · Form 990 view filing
Yes 55$3,615,975$3,135,658$35,297,784 762$5,744,491$5,477,277$69,544,140
2017 · Form 990 view filing
Yes 47$2,125,326$5,875,389$33,210,270 739$7,313,254$6,577,557$66,042,542
2016 · Form 990 view filing
Yes 46$4,602,149$2,243,637$35,101,719 814$14,868,363$7,567,286$61,581,050
2015 · Form 990 view filing
Yes 45$2,031,282$2,769,606$33,053,069 846$8,017,297$7,565,053$54,813,706
2014 · Form 990 view filing
Yes 39$3,094,542$3,998,545$33,351,149 871$10,913,502$12,722,487$87,975,688
2013 · Form 990 view filing
Yes 38$2,607,091$3,131,940$33,771,578 798$7,997,212$6,414,242$54,831,894
2012 · Form 990 view filing
Yes 37$989,201$2,803,117$30,535,386 ----