2022-09-13T15:16:20-05:00 2021-06-30 237024262 OKLAHOMA CITY COMMUNITY FOUNDATION INC 1000 N Broadway Ave Oklahoma City OK 73102 990 2020-07-01 731550200 Oklahoma City Retailers Foundation Affiliated Fund of the OCCF OKLA 4052355603 PO Box 1146 Oklahoma City OK 731011146 Nancy B Anthony Secretary/Treasurer 4052355603 2022-09-13 Nancy Anthony XXX-XX-XXXX 4052355603 2 AAL1 IAL1 2020 2023-04-26 12:10:37Z X Nancy B Anthony PO Box 1146 OKC OK 73101 18535541 0 X None X 1998 OK Support the Oklahoma City Community Foundation by providing grants to OKC area charities. X 5 3 0 3 0 0 0 0 0 0 5541 676634 0 0 5541 676634 92000 1045319 0 0 0 0 0 0 850 10118 9348 102118 1054667 -96577 -378033 847520 0 0 0 847520 0 Support the Oklahoma City Community Foundation by providing grants to OKC area charities. 0 0 1045319 1045319 In support of the Oklahoma City Community Foundation, contributions were made to public charities in the Oklahoma City area to improve the community and the quality of life in Oklahoma City. 1045319 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 3 0 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X X OKC Community Foundation Inc 4052355603 PO Box 1146 Oklahoma City OK 73101 Vic Petito Trustee 0.50 X X 0 0 0 Jim Daniel Trustee 0.50 X 0 0 0 Dennis O'Keefe Trustee 0.50 X 0 0 0 Carol Hopper Trustee 0.25 39.75 X 0 121678 19898 Nancy B Anthony Secy/Treasuer 0.25 49.75 X X 0 352508 64020 Rhonda Godwin Vice Pres Administration 0.25 49.75 X 0 194324 27705 Elizabeth Eickman Dir of Kirkpatrick Fam Fnd 0.00 45.00 X 0 180269 21487 Joel Schwartz Dir of IT 0.25 39.75 X 0 185040 22175 Joe Carter Vice Pres Development 0.25 39.75 X 0 161292 24388 Brian J Dougherty Dir of MAB Trust 0.25 39.75 X 0 151331 22961 Cathy Lippard Controller 0.25 39.75 X 0 138234 21709 Helen Stone Dir. Strategic Operations 0.25 39.75 X 0 131135 20765 0 1615811 245108 0 0 1 0 0 7906 7906 18527635 17858907 668728 668728 668728 676634 0 0 676634 1045319 1045319 8250 7400 850 1098 1098 1054667 1045319 8498 850 25404 0 0 0 0 0 0 0 0 0 0 821749 0 0 0 0 367 0 847520 0 0 0 X 123589 0 723931 0 847520 0 847520 0 -378033 -469487 0 X X 0 1 X 1 0 X X 1 OKC Community Foundation Inc 237024262 7 1 1045319 0 1 1045319 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 847520 207148 1045319 9349 920213 29425 92000 10118 847520 958317 67386 95000 10490 920213 993087 75288 98940 11118 958317 980598 104940 80700 11751 993087 0.00000 0.00000 0.00000 0 0 0 X Part X, Line 2: Oklahoma City Community Foundation and its supporting organizations are tax-exempt organizations and are not subject to federal or state income taxes, except on unrelated business income, in accordance with section 501(a) of the Internal Revenue Code (the Code), and have been determined not to be a private foundation under section 509(a) of the Code. The limited liability companies are pass-through entities for tax purposes. Unrelated business income tax, if any, is immaterial and no tax provision has been made in the accompanying consolidated financial statements. The ASC provides guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing OCCF and its supporting organizations' tax returns to determine whether the tax positions are more-likely-than-not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense and liability in the current year. Management has determined that there are no material uncertain income tax positions. Pt. V, Line 4 The endowment is intended to be used to support the organization's mission in perpetuity. 1 Del City High School 1900 S Sunnylane Rd Del City OK 731153102 City of Del City 6000 General Purposes Oklahoma State University PO Box 1749 Stillwater OK 740761749 736097060 501(C)(3) 6000 General Purposes Mid-Del Schools 7217 SE 15th Street Midwest City OK 73110 City of Midwest City 10000 General Purposes Oklahoma United Methodist 4201 Classen Blvd Oklahoma City OK 73118 730758119 501(C)(3) 21000 General Purposes The Children's Center Inc 6800 NW 39th Expwy Bethany OK 730082513 730580264 501(C)(3) 8000 General Purposes Village Christian Church 9401 Ridgeview Drive Oklahoma City OK 731203498 730662100 501(C)(3) 15000 General Purposes Oklahoma City Community Foundation 1000 N Broadway Ave Oklahoma City OK 73102 237024262 501(C)(3) 961319 General Purposes 7 Part I, Line 2: All grants are f/b/o the supported organization and are disbursed to 501(c)(3) organizations, churches or governmental units. The organization's due diligence procedures prior to grant disbursement include: 1) ensure that grants do not provide benefits to any donor or other disqualified person and do not result in private inurement to any person or corporation. 2) Collect IRS letter documenting 501(c)(3) public charity status, current board of director listing, current financial information and current program information or description. 3) verification of status in IRS Pub 78 through www.guidestar.com 4) confirm that grants are not made to individuals or for the benefit of a specific individual, for reimbursement purposes or for non-charitable purposes. 0 0 0 0 0 0 0 0 0 Nancy B Anthony Secy/Treasuer 0 350654 0 0 0 1854 0 55850 0 8170 0 416528 0 0 Rhonda Godwin Vice Pres Administration 0 193170 0 0 0 1154 0 19570 0 8135 0 222029 0 0 Joel Schwartz Dir of IT 0 182998 0 0 0 2042 0 18400 0 3775 0 207215 0 0 Elizabeth Eickman Dir of Kirkpatrick Fam Fnd 0 178326 0 0 0 1943 0 17750 0 3737 0 201756 0 0 Joe Carter Vice Pres Development 0 160699 0 0 0 593 0 16500 0 7888 0 185680 0 0 Brian J Dougherty Dir of MAB Trust 0 150523 0 0 0 808 0 15200 0 7761 0 174292 0 0 Cathy Lippard Controller 0 137521 0 0 0 713 0 14008 0 7701 0 159943 0 0 Helen Stone Dir. Strategic Operations 0 129885 0 0 0 1250 0 13200 0 7565 0 151900 0 0 Cash 2021-06-01 961319 Actual Cost 237024262 Oklahoma City Community Foundation 1000 N Broadway Ave Oklahoma City OK 73102 501(c)(3) 0 1 0 0 1 1 1 1 0 Part I, Line 2e: Person(s) Involved: Nancy AnthonyCarol Hopper Part I, Line 2e: Explanation of Involvement: Nancy Anthony was already an employee of the transferee organization (Supported Organization) before the transfer of assets and continued after the transfer and dissolution.Carol Hopper was already an employee of the transferee organization (Supported Organization) before the transfer of assets and continued after the transfer and dissolution until her retirement on August 31, 2021. Form 990, Part VI, Section A, line 4 The governing body voted to liquidate assets and dissolve the organization at year-end, June 30, 2021. Form 990, Part VI, Section A, line 6 The organization has a sole member, the Supported Organization a 501(c)3. Form 990, Part VI, Section A, line 7a Oklahoma City Community Foundation is the sole member of the filing organization Form 990, Part VI, Section B, line 11b The return is prepared and reviewed by the staff of the OKC Community Foundation, the supported organization. The return is e-mailed to all trustees prior to filing for review. Form 990, Part VI, Section B, line 12c Conflict of interest policy is distributed, discussed and signed by each trustee at the annual trustee meeting. Form 990, Part VI, Section B, line 15 While this organization doesn't follow this process since it doesn't have any direct employees, the Oklahoma City Community Foundation, which has an economic interest and controls the supporting organization's Board of Trustees, does follow this process for its personnel. Form 990, Part VI, Section C, line 18 The organization's books and records are available for inspection at the Oklahoma City Community Foundation, Inc. 1000 N. Broadway Ave. Oklahoma City, OK 73102 Form 990, Part VI, Section C, line 19 Governing documents, conflicts of interest policy and financial statements are available upon request. Form 990, Part XII, Line 2c. The foundation has an Audit committee which assumes responsibility for oversight of the audit, review of the financial statement and selection of independent auditors. This has not changed from prior years. Albers Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 260703109 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Allied Arts Foundation Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731483619 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Bob & Nancy Anthony Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731574817 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Christian Keesee Charitable Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 204459575 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Community Resources Oil & Gas 1000 N Broadway Ave Oklahoma City OK 73102 731608889 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Community Resources Real Estate 1000 N Broadway Ave Oklahoma City OK 73102 731608887 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Cowboy Hall of Fame Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731374647 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Deer Creek Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731461683 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 E Phil & Roberta Kirschner Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 364763764 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Heritage Hall Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731506204 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Hospice Foundation of Oklahoma Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731549817 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Janice & Joe L Singer Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 320101644 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 John & Claudia Holliman Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731528946 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 John Kirkpatrick Fund for Historic Cultural & Civic Understanding Affiliate 1000 N Broadway Ave Oklahoma City OK 73102 731353370 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Kirkpatrick Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731355924 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Lawton Community Foundation Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731566026 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Leadership Oklahoma City Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731461684 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Love Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731581477 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 MA Everett Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731520821 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Malzahn Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731405419 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Oklahoma City Art Museum Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731400397 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Oklahoma City Community Foundation Inc 1000 N Broadway Ave Oklahoma City OK 73102 237024262 Charitable OK 501(c)(3) Line 7 N/A 0 Oklahoma Philharmonic Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731461680 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Raymond H Jr & Bonnie Hefner Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731549818 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Robert & Blanche Gordon Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731609200 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Rural Oklahoma Community Foundation Inc an affiliated fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731464051 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 The Science Museum of Oklahoma Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731330516 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 Vogt Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 470969102 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 William E & Margaret H Davis Family Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731324131 Charitable OK 501(c)(3) Line 12a, I Oklahoma City Community Foundation Inc 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Oklahoma City Community Foundation B 961319 Actual Cost We originally timely filed our tax return (Form 990). However, it was returned since we did not file electronically. It is our understanding that the final return should be filed by paper. All prior tax returns have been filed timely and as an Exempt Organization we have not been subject to income tax. Therefore, we are asking that you consider these factors in determining whether you will assess penalties. Our hope is that you will not assess penalties since this is our final return and we have always exercised due diligence in our tax filings. If further information is needed for your consideration then please contact June Owens at (405)606-2937. Letter number LTR2694C and dated 8/29/2022 was received from the IRS.