2023-05-09T11:19:56-05:00 2022-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2021-07-01 731528946 JOHN & CLAUDIA HOLLIMAN AFFILIATED FUND OF THE OCCF INC JOHN 4052355603 PO BOX 1146 OKLAHOMA CITY OK 731011146 CATHY LIPPARD TREASURER 4052355603 2023-05-06 1 CATHY LIPPARD 999009999 STEVEN TALBOT P01695427 5058787200 2023-05-06 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z CATHY LIPPARD PO BOX 1146 OKLAHOMA CITY OK 731011146 510900 0 X N/A X 1997 OK SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC. 5 4 0 4 0 0 0 2775 0 0 115225 67745 0 0 115225 70520 104500 150218 0 0 0 0 0 0 952 9200 9243 113700 159461 1525 -88941 1500544 1002190 0 646 1500544 1001544 SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC. 0 0 150218 150218 SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC. 150218 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 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X OKC COMMUNITY FOUNDATION INC 4052355603 PO BOX 1146 OKLAHOMA CITY OK 731011146 NANCY B ANTHONY SECRETARY/TREASURER (THRU 6/30/22) 0.25 49.75 X X 0 365719 64153 JOHN HOLLIMAN PRESIDENT 0.50 0.00 X X 0 0 0 CLAUDIA HOLLIMAN VICE PRESIDENT 0.50 0.00 X X 0 0 0 JIMMY GOODMAN TRUSTEE 0.50 0.00 X 0 0 0 DONNA MCCAMPBELL TRUSTEE 0.50 0.00 X 0 0 0 0 365719 64153 0 0 1 0 0 2775 2775 43568 43568 464557 440380 24177 24177 24177 70520 0 0 67745 150218 150218 9243 8291 952 159461 150218 8291 952 -4931 1505475 1002190 1500544 1002190 646 0 646 X 106868 120686 1393676 880858 1500544 1001544 1500544 1002190 -88941 -410059 0 X X 0 1 X 1 0 X X 1 OKC COMMUNITY FOUNDATION INC 237024262 7 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE 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. 1500544 2775 -342314 150218 9243 1001544 1172659 441585 104500 9200 1500544 1129324 159875 107340 9200 1172659 1176271 71717 108765 699 9200 1129324 1068788 224681 107000 998 9200 1176271 0.12050 0.87950 0 0 0 X PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO SUPPORT THE MISSION OF THIS 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. 1 AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 136213516 501(C)(3) 10000 0 HUMAN SERVICE-MULTIPURPOSE & OTHER AMERICAN CIVIL LIBERTIES UNION OF OKLAHOMA FOUNDATION PO BOX 13327 OKLAHOMA CITY OK 73113 731003205 501(C)(3) 20000 0 CIVIL RIGHTS/SOCIAL ACTION, ADVOCACY NEPAL YOUTH FOUNDATION 1016 LINCOLN BLVD STE 222 SAN FRANCISCO CA 94129 680224596 501(C)(3) 15000 0 PHILANTHROPY, VOLUNTARISM & GRANTING FOUNDATIONS OKLAHOMA SCHOOL OF SCIENCE AND MATHEMATICS FOUNDATION 1141 N LINCOLN BLVD OKLAHOMA CITY OK 731042847 731401430 501(C)(3) 10000 0 EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES OKLAHOMA ZOOLOGICAL SOCIETY INC PO BOX 18424 OKLAHOMA CITY OK 731540424 730688645 501(C)(3) 47000 0 ANIMAL-RELATED ACTIVITIES SALVATION ARMY 1001 N PENNSYLVANIA AVE OKLAHOMA CITY OK 731076411 580660607 501(C)(3) 10000 0 HUMAN SERVICE-MULTIPURPOSE & OTHER WORLD NEIGHBORS 5600 N MAY SUITE 160 OKLAHOMA CITY OK 731124222 730707328 501(C)(3) 10000 0 HUMAN SERVICE-MULTIPURPOSE & OTHER 7 0 PART I, LINE 2: 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 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 SECRETARY/TREASURER (THRU 6/30/22) 0 363865 0 0 0 1854 0 56350 0 7803 0 429872 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FUND WAS ESTABLISHED BY THE HOLLIMAN FAMILY. AS A RESULT, THE FOLLOWING FAMILY MEMBERS ARE TRUSTEES OF THIS ENTITY: JOHN HOLLIMAN AND CLAUDIA HOLLIMAN. FORM 990, PART VI, SECTION A, LINE 6 THE 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 7A THE 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 11B THE 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 PRIORR TO FILING FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED, DISCUSSED AND SIGNED BY EACH TRUSTEE AT THE ANNUAL TRUSTEE MEEING. 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 19 THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ALBERS FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 260703109 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 ALLIED ARTS FOUNDATION AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731483619 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 BOB & NANCY ANTHONY FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731574817 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 CHRISTIAN KEESEE CHARITABLE FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 204459575 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COMMUNITY RESOURCES OIL & GAS PO BOX 1146 OKLAHOMA CITY OK 731011146 731608889 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COMMUNITY RESOURCES REAL ESTATE PO BOX 1146 OKLAHOMA CITY OK 731011146 731608887 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COWBOY HALL OF FAME AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731374647 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 DEER CREEK AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731461683 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 E PHIL & ROBERTA KIRSCHNER AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 364763764 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 HERITAGE HALL AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731506204 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 HOSPICE FOUNDATION OF OKLAHOMA AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 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 PO BOX 1146 OKLAHOMA CITY OK 731011146 320101644 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 JOHN KIRKPATRICK FUND FOR HISTORIC CULTURAL & CIVIC UNDERSTANDING AFFILIATE PO BOX 1146 OKLAHOMA CITY OK 731011146 731353370 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731355924 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 LAWTON COMMUNITY FOUNDATION AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731566026 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 LEADERSHIP OKLAHOMA CITY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731461684 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 LOVE FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731581477 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 MA EVERETT FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731520821 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 MALZAHN FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731405419 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 OKLAHOMA CITY ART MUSEUM AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731400397 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 OKLAHOMA CITY COMMUNITY FOUNDATION INC PO BOX 1146 OKLAHOMA CITY OK 731011146 237024262 CHARITABLE OK 501(C)(3) LINE 7 N/A 0 OKLAHOMA PHILHARMONIC AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 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 PO BOX 1146 OKLAHOMA CITY OK 731011146 731549818 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 ROBERT & BLANCHE GORDON FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 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 PO BOX 1146 OKLAHOMA CITY OK 731011146 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 PO BOX 1146 OKLAHOMA CITY OK 731011146 731330516 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 VOGT FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 470969102 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 PART II CLARIFICATION 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.