LEADERSHIP OKLAHOMA CITY AFFILIATED FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LEADERSHIP OKLAHOMA CITY AFFILIATED FUND (EIN 73-1461684)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-09
IRS object ID
202321299349301792
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-09T11:22:07-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16565 AMERICAS PARKWAY NE STE 600AddressLine1Txt
CityALBUQUERQUECityNm
State AbbreviationNMStateAbbreviationCd
ZIP87110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731461684EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEADERSHIP OKLAHOMA CITY AFFILIATED FUNDBusinessNameLine1Txt
Business Name Line2OF THE OCCF INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEADBusinessNameControlTxt
Phone4052355603PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1146AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731011146ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHY LIPPARDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4052355603PhoneNum
Signature2023-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCATHYPersonFirstNm
Person LastLIPPARDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVE TALBOTPreparerPersonNm
PTINP01695427PTIN
Phone5058787200PhoneNum
Preparation2023-05-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCATHY LIPPARDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1146AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731011146ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$174,119GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressNONEWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionLEADERSHIP OKLAHOMA CITY IS A PROGRAM THAT CREATES A NETWORK OF LOCAL LEADERS WITH A BROAD UNDERSTANDING OF THE COMMUNITY AND A COMMITMENT TO SERVICE. IT PROVIDES AN INTENSIVE ONE-YEAR TRAINING PROGRAM TO ACQUAINT COMMUNITY VOLUNTEERS WITH ALL PHASES OF LIFE IN OKLAHOMA CITY.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers5TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$350PYContributionsGrantsAmt
CY Contributions Grants$450CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$30,231PYInvestmentIncomeAmt
CY Investment Income$24,601CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$30,581PYTotalRevenueAmt
CY Total Revenue$25,051CYTotalRevenueAmt
PY Grants And Similar Paid$57,881PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$59,385CYGrantsAndSimilarPaidAmt
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$618CYTotalFundraisingExpenseAmt
PY Other Expenses$7,649PYOtherExpensesAmt
CY Other Expenses$7,310CYOtherExpensesAmt
PY Total Expenses$65,530PYTotalExpensesAmt
CY Total Expenses$66,695CYTotalExpensesAmt
PY Revenues Less Expenses-$34,949PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$41,644CYRevenuesLessExpensesAmt
Total Assets BOY$1,394,978TotalAssetsBOYAmt
Total Assets EOY$1,162,800TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,394,978NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,162,800NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionLEADERSHIP OKLAHOMA CITY SUPPORTS OKC COMMUNITY FOUNDATION THROUGH PROGRAMS THAT CREATE A NETWORK OF LOCAL LEADERS WITH A BROAD UNDERSTANDING OF THE COMMUNITY AND A COMMITMENT TO SERVICE. IT PROVIDES AN INTENSIVE ONE-YEAR TRAINING PROGRAM TO ACQUAINT COMMUNITY VOLUNTEERS WITH ALL PHASES OF LIFE IN OKLAHOMA CITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$59,385ExpenseAmt
Grant$59,385GrantAmt
DescLEADERSHIP OKLAHOMA CITY SUPPORTS OKC COMMUNITY FOUNDATION THROUGH PROGRAMS THAT CREATE A NETWORK OF LOCAL LEADERS WITH A BROAD UNDERSTANDING OF THE COMMUNITY AND A COMMITMENT TO SERVICE. IT PROVIDES AN INTENSIVE ONE-YEAR TRAINING PROGRAM TO ACQUAINT COMMUNITY VOLUNTEERS WITH ALL PHASES OF LIFE IN OKLAHOMA CITY.Desc
Total Program Service Expenses$59,385TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
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 Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
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 With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
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
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OKC COMMUNITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4052355603PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1146AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731011146ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
NANCY B ANTHONY
SECRETARY/TREASURER (THRU 6/30/22)0.2549.75Yes (X)Yes (X)$0$365,719$64,153
TERRI COOPER
PRESIDENT0.500.00Yes (X)Yes (X)$0$0$0
CINDY BATT
VICE PRESIDENT0.500.00Yes (X)Yes (X)$0$0$0
ERIC EISSERISTAT
TRUSTEE0.500.00Yes (X)$0$0$0
KIRKLAND HALL
TRUSTEE0.500.00Yes (X)$0$0$0
TERESA MOISANT
TRUSTEE0.500.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$365,719TotReportableCompRltdOrgAmt
Total Other Compensation$64,153TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$450AllOtherContributionsAmt
Total Contributions$450TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,909TotalRevenueColumnAmt
Exclusion$11,909ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$161,760SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$149,068SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$12,692SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,692TotalRevenueColumnAmt
Exclusion$12,692ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,051TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$24,601ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$59,385TotalAmt
Program Services$59,385ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$6,000TotalAmt
Management And General$5,382ManagementAndGeneralAmt
Fundraising$618FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,310TotalAmt
Management And General$1,310ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$66,695TotalAmt
Program Services$59,385ProgramServicesAmt
Management And General$6,692ManagementAndGeneralAmt
Fundraising$618FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$3,093EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,394,447BOYAmt
EOY$1,159,707EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$531BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,394,978BOYAmt
EOY$1,162,800EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$81,300BOYAmt
EOY$63,413EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,313,678BOYAmt
EOY$1,099,387EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,394,978BOYAmt
EOY$1,162,800EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,394,978BOYAmt
EOY$1,162,800EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$41,644ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$190,534NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OKC COMMUNITY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN237024262EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION A, LINE 6:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION PROVIDES SUPPORT, VIA GRANTS, TO OTHER NON-PROFIT ORGANIZATIONS. THESE GRANTS WERE DISTRIBUTED AFTER APPROVAL OF THE BOARD OF TRUSTEES OF THE FUND, THE MAJORITY OF WHOSE MEMBERS ARE APPOINTED BY THE TRUSTEES OF THE OKLAHOMA CITY COMMUNITY FOUNDATION INC., THE SUPPORTED ORGANIZATION. THIS APPROVAL IS EVIDENCE THAT THESE GRANTS SUPPORT AND BENEFIT THE OKLAHOMA CITY COMMUNITY FOUNDATION AND ITS MISSION.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,394,978BeginningYearBalanceAmt
Contributions$450ContributionsAmt
Investment Earnings Or Losses-$167,243InvestmentEarningsOrLossesAmt
Grants Or Scholarships$59,385GrantsOrScholarshipsAmt
Administrative Expenses$6,000AdministrativeExpensesAmt
End Year Balance$1,162,800EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,144,602BeginningYearBalanceAmt
Contributions$350ContributionsAmt
Investment Earnings Or Losses$315,556InvestmentEarningsOrLossesAmt
Grants Or Scholarships$57,881GrantsOrScholarshipsAmt
Administrative Expenses$7,649AdministrativeExpensesAmt
End Year Balance$1,394,978EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,180,105BeginningYearBalanceAmt
Contributions$250ContributionsAmt
Investment Earnings Or Losses$29,248InvestmentEarningsOrLossesAmt
Grants Or Scholarships$57,483GrantsOrScholarshipsAmt
Administrative Expenses$7,518AdministrativeExpensesAmt
End Year Balance$1,144,602EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,156,106BeginningYearBalanceAmt
Contributions$2,050ContributionsAmt
Investment Earnings Or Losses$86,321InvestmentEarningsOrLossesAmt
Grants Or Scholarships$56,514GrantsOrScholarshipsAmt
Administrative Expenses$7,858AdministrativeExpensesAmt
End Year Balance$1,180,105EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,077,672BeginningYearBalanceAmt
Contributions$250ContributionsAmt
Investment Earnings Or Losses$118,961InvestmentEarningsOrLossesAmt
Grants Or Scholarships$56,075GrantsOrScholarshipsAmt
Administrative Expenses$9,101AdministrativeExpensesAmt
End Year Balance$1,131,707EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.05450BoardDesignatedBalanceEOYPct
Term Endowment Balance EOY0.94550TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT IS USED TO SUPPORT THE CHARITABLE ACTIVITIES OF THE ORGANIZATION IN PERPETUITY.
PART X, LINE 2:OKLAHOMA CITY COMMUNITY FOUNDATION AND ITS SUPPORTING ORGANIZATIONS ARE TAX-EXEMPT ORGANIZATIONS AND ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT ON UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE), AND HAVE BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE LIMITED LIABILITY COMPANIES ARE PASS-THROUGH ENTITIES FOR TAX PURPOSES. UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ASC PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING OCCF AND ITS SUPPORTING ORGANIZATIONS' TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEADERSHIP OKLAHOMA CITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1730 W WILSHIRE BLVD STE 116AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731167738ZIPCd
FieldValueIRS element (for citing)
Recipient EIN731164548RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$59,385CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantPUBLIC AFFAIRS & SOCIETY BENEFITPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonNANCY B ANTHONYPersonNm
TitleSECRETARY/TREASURER (THRU 6/30/22)TitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$363,865CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$1,854OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$56,350DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$7,803NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$429,872TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS PUBLIC MEMBERS, WHICH CONSIST OF TRUSTEES FROM THE OKLAHOMA CITY COMMUNITY FOUNDATION, AND DONOR MEMBERS. THE PUBLIC MEMBERS ARE A MAJORITY OF THE MEMBERS, MAKING THE OKLAHOMA CITY COMMUNITY FOUNDATION THE CONTROLLING ENTITY OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE PUBLIC MEMBERS ARE ENTITLED TO ELECT THREE TRUSTEES; THE DONOR MEMBERS ARE ENTITLED TO ELECT TWO TRUSTEES. AS THE CONTROLLING ENTITY OF THE ORGANIZATION, THE OKLAHOMA CITY COMMUNITY FOUNDATION HAS THE POWER TO ELECT AND/OR APPOINT MEMBERS OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM 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 12CTHE CONFLICT OF INTEREST POLICY IS DISTRIBUTED, DISCUSSED AND SIGNED BY EACH TRUSTEE AT THE ANNUAL TRUSTEE MEETING.
FORM 990, PART VI, SECTION B, LINE 15WHILE 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 19THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
ALBERS FAMILY AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146260703109CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
ALLIED ARTS FOUNDATION AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731483619CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
BOB & NANCY ANTHONY FAMILY AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731574817CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
CHRISTIAN KEESEE CHARITABLE FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146204459575CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
COMMUNITY RESOURCES OIL & GAS
PO BOX 1146OKLAHOMA CITYOK731011146731608889CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
COMMUNITY RESOURCES REAL ESTATE
PO BOX 1146OKLAHOMA CITYOK731011146731608887CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
COWBOY HALL OF FAME AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731374647CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
DEER CREEK AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731461683CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
E PHIL & ROBERTA KIRSCHNER AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146364763764CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
HERITAGE HALL AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731506204CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
HOSPICE FOUNDATION OF OKLAHOMA AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731549817CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
JANICE & JOE L SINGER FAMILY AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146320101644CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
JOHN & CLAUDIA HOLLIMAN AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731528946CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
JOHN KIRKPATRICK FUND FOR HISTORIC CULTURAL & CIVIC UNDERSTANDING AFFILIATE
PO BOX 1146OKLAHOMA CITYOK731011146731353370CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731355924CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
LAWTON COMMUNITY FOUNDATION AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731566026CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
LOVE FAMILY AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731581477CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
MA EVERETT FAMILY AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731520821CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
MALZAHN FAMILY AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731405419CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
OKLAHOMA CITY ART MUSEUM AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731400397CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
OKLAHOMA CITY COMMUNITY FOUNDATION INC
PO BOX 1146OKLAHOMA CITYOK731011146237024262CHARITABLEOK501(C)(3)LINE 70N/A
OKLAHOMA PHILHARMONIC AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731461680CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
RAYMOND H JR & BONNIE HEFNER FAMILY AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731549818CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
ROBERT & BLANCHE GORDON FAMILY AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731609200CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
RURAL OKLAHOMA COMMUNITY FOUNDATION INC AN AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731464051CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
THE SCIENCE MUSEUM OF OKLAHOMA AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146731330516CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
VOGT FAMILY AFFILIATED FUND OF OCCF INC
PO BOX 1146OKLAHOMA CITYOK731011146470969102CHARITABLEOK501(C)(3)LINE 12A, IOKLAHOMA CITY COMMUNITY FOUNDATION INC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART IIFormAndLineReferenceDesc
ExplanationCLARIFICATION OF ONE RELATED ENTITY: JOHN KIRKPATRICK FUND FOR HISTORIC, CULTURAL AND CIVIC UNDERSTANDING AFFILIATED FUND OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC., EIN: 73-1353370, P.O. BOX 1146, OKLAHOMA CITY, OK, 73101-1146 - INCLUDED ON SCHEDULE R BUT ITS LONG NAME WOULD NOT ALLOW THE NAME, EIN, AND ADDRESS TO FIT IN THE SPACE PROVIDED.ExplanationTxt

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