2023-05-11T15:53:59-05:00 2022-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2021-07-01 731353370 JOHN KIRKPATRICK FUND FOR HISTORIC CULTURAL & CIVIC UNDERSTANDING AFF FUND JOHN 4052355603 PO BOX 1146 OKLAHOMA CITY OK 731011146 CATHY LIPPARD TREASURER 4052355603 2023-05-08 1 CATHY LIPPARD 999009999 STEVEN TALBOT P01695427 5058787200 2023-05-09 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z CATHY LIPPARD PO BOX 1146 OKLAHOMA CITY OK 731011146 20976677 0 X N/A X 1989 OK SUPPORT THE OKC COMMUNITY FOUNDATION BY PROVIDING LONG-TERM CONTINUING SUPPORT FOR CULTURAL, HISTORIC, SCIENTIFIC AND HORTICULTURAL ACTIVITIES IN THE OKLAHOMA CITY AREA AND MAINTAINING THE COLLECTIONS AND OTHER PROPERTY OWNED BY THE FUND. 3 2 0 2 0 0 6703 14002 0 0 596836 1850205 0 0 603539 1864207 543870 977990 0 0 0 0 0 0 6019 88511 108590 632381 1086580 -28842 777627 24361203 20477875 0 0 24361203 20477875 SUPPORT THE OKC COMMUNITY FOUNDATION BY PROVIDING LONG-TERM CONTINUING SUPPORT FOR CULTURAL, HISTORIC, SCIENTIFIC AND HORTICULTURAL ACTIVITIES IN THE OKLAHOMA CITY AREA AND MAINTAINING THE COLLECTIONS AND OTHER PROPERTY OWNED BY THE FUND. 0 0 1004602 977990 SUPPORT THE OKC COMMUNITY FOUNDATION BY PROVIDING LONG-TERM CONTINUING SUPPORT FOR CULTURAL, HISTORIC, SCIENTIFIC AND HORTICULTURAL ACTIVITIES IN THE OKLAHOMA CITY AREA AND MAINTAINING THE COLLECTIONS AND OTHER PROPERTY OWNED BY THE FUND. 1004602 1 1 0 0 0 0 0 1 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 3 2 0 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 CHRISTIAN KEESEE TRUSTEE 0.50 2.00 X 0 0 0 STEVEN DAVIS TRUSTEE 0.50 0.00 X 0 0 0 0 365719 64153 0 0 1 0 0 9069 4933 14002 222883 222883 20739792 19112470 1627322 1627322 1627322 1864207 0 0 1850205 977990 977990 58437 52418 6019 21588 21588 1953 1953 OCCF ALLOCATION 26520 26520 ART COLLECTION MAINTENA 92 92 1086580 1004602 75959 6019 0 43378 0 5859 24150435 20203959 210768 224679 24361203 20477875 0 0 X 2529423 2618140 21831780 17859735 24361203 20477875 24361203 20477875 777627 -4660955 0 X X 0 1 X 1 0 X X 1 OKC COMMUNITY FOUNDATION INC 237024262 7 1 977990 0 1 977990 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 24361203 14002 -2832337 977990 26613 60390 20477875 19564632 6703 5422249 543870 7812 80699 24361203 19907404 9283 555232 819362 17271 70654 19564632 20289174 12503 1728144 2040514 8396 73507 19907404 19410197 16363 1487870 525000 9406 90850 20289174 0.12790 0.87210 0 0 0 X PART III, LINE 1A: THE FOUNDATION DOES NOT INCLUDE EITHER THE COST OR THE VALUE OF ITS COLLECTIONS IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION, NOR DOES IT RECOGNIZE GIFTS OF COLLECTION ITEMS AS REVENUES IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN NET ASSETS WITHOUT DONOR RESTRICTION IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED AND PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN NET ASSETS WITHOUT DONOR RESTRICTIONS. PART III, LINE 4: THIS ORGANIZATION MAINTAINS COLLECTIONS FOR PUBLIC EXHIBITION TO FOSTER EDUCATION AND ENCOURAGE RESEARCH. PART V, LINE 4: THIS ORGANIZATION'S ENDOWMENT IS USED TO SUPPORT THE CHARITABLE MISSION OF THE FUND IN PERPETUITY. PART X, LINE 2: OCCF 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 WERE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. 1 COMMUNITY RESOURCES REAL ESTATE PO BOX 1146 OKLAHOMA CITY OK 731011146 731608887 501(C)(3) 79503 0 GENERAL PURPOSE OKLAHOMA CITY COMMUNITY FOUNDATION - VARIOUS FUNDS PO BOX 1146 OKLAHOMA CITY OK 731011146 237024262 501(C)(3) 898487 0 GENERAL PURPOSE 2 0 PART I, LINE 2: THE ORGANIZATION'S DUE DILLIGENCE 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 INDVIDUALS 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 6 THE MEMBERS OF THE ORGANIZATION ARE THE TRUSTEES OF THE OKLAHOMA CITY COMMUNITY FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE TRUSTEES OF THE FILING ORGANIZATION. AS SUCH, THE OKLAHOMA CITY COMMUNITY FOUNDATION IS THE CONTROLLING ENTITY OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY STAFF OF THE OKC COMMUNITY FOUNDATION, INC., THE SUPPORTED ORGANIZATION. THIS RETURN IS PROVIDED TO TRUSTEES FOR REVIEW PRIOR TO FILING. 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 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 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(3) CHARITABLE 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(3) CHARITABLE 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(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 CHRISTIAN KEESEE CHARITABLE FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 204459575 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COMMUNITY RESOURCES OIL & GAS PO BOX 1146 OKLAHOMA CITY OK 731011146 731608889 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COMMUNITY RESOURCES REAL ESTATE PO BOX 1146 OKLAHOMA CITY OK 731011146 731608887 CHARITABLE OK 501(3) CHARITABLE 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(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 DEER CREEK AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731461683 CHARITABLE OK 501(3) CHARITABLE 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(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 HERITAGE HALL AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731506204 CHARITABLE OK 501(3) CHARITABLE 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(3) CHARITABLE 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(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 JOHN & CLAUDIA HOLLIMAN AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731528946 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731355924 CHARITABLE OK 501(3) CHARITABLE 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(3) CHARITABLE 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(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 LOVE FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731581477 CHARITABLE OK 501(3) CHARITABLE 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(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 MALZAHN FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731405419 CHARITABLE OK 501(3) CHARITABLE 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(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 OKLAHOMA CITY COMMUNITY FOUNDATION INC PO BOX 1146 OKLAHOMA CITY OK 731011146 237024262 CHARITABLE OK 501(3) CHARITABLE N/A 0 OKLAHOMA PHILHARMONIC AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 731461680 CHARITABLE OK 501(3) CHARITABLE 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(3) CHARITABLE 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(3) CHARITABLE 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(3) CHARITABLE 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(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 VOGT FAMILY AFFILIATED FUND OF OCCF INC PO BOX 1146 OKLAHOMA CITY OK 731011146 470969102 CHARITABLE OK 501(3) CHARITABLE OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 0 1 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.