2021-04-06T16:33:17-05:00 2020-06-30 237024262 OKLAHOMA CITY COMMUNITY FOUNDATION INC 1000 N Broadway Ave Oklahoma City OK 73102 990 2019-07-01 731353370 John Kirkpatrick Fund for Historic Cult ural & Civic Understanding Aff Fund of t JOHN 4052355603 PO Box 1146 Oklahoma City OK 731011146 Nancy B Anthony Secretary/Treasurer 4052355603 2021-03-31 4052355603 2019 2022-09-23 18:48:47Z Nancy B Anthony PO Box 1146 Oklahoma City OK 73101 3053087 0 X None X 1989 OK Support the OKC Community Foundation by providing long-term continuing support for cultural, historic, scientificand horticultural activities in the Oklahoma City area and maintaining the collections and other property owned by the Fund. 3 2 0 2 0 0 12503 9283 0 0 537042 200050 0 0 549545 209333 2040514 819362 0 0 0 0 0 0 3994 81903 87925 2122417 907287 -1572872 -697954 19907404 19564632 0 0 19907404 19564632 Support the OKC Community Foundation by providing long-term continuing support for cultural, historic, scientificand horticultural activities in the Oklahoma City area and maintaining the collections and other property owned by the Fund. 0 0 836633 819362 Support the OKC Community Foundation by providing long-term continuing support for cultural, historic, scientificand horticultural activities in the Oklahoma City area and maintaining the collections and other property owned by the Fund. 836633 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 1 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X X Oklahoma City Community Foundation Inc 4052355603 1000 N Broadway Oklahoma City OK 73102 Christian Keesee Trustee 0.50 0.00 X 0 0 0 Steven Davis Trustee 0.50 0.00 X 0 0 0 Nancy B Anthony Secy/Treasuer 0.25 49.75 X X 0 344265 63276 Rhonda Godwin Vice Pres Administration 0.25 49.75 X 0 190034 27431 Elizabeth Eickman Dir of Kirkpatrick Fam Fnd 0.00 45.00 X 0 173507 25395 Joel Schwartz Dir of IT 0.25 39.75 X 0 200781 28179 Joe Carter Vice Pres Development 0.25 39.75 X 0 158093 24190 Brian J Dougherty Dir of MAB Trust 0.25 39.75 X 0 148317 22822 Cathy Lippard Controller 0.25 39.75 X 0 135366 21497 Helen Stone Dir. Strategic Operations 0.25 39.75 X 0 129517 20846 0 1479880 233636 0 0 1 0 0 9283 9283 309259 309259 2734545 2843754 -109209 -109209 -109209 209333 0 0 200050 819362 819362 48123 44129 3994 22531 22531 Doll House Renovation-s 9759 9759 Art Collection Maintena 7512 7512 907287 836633 66660 3994 -44362 166362 0 19733022 19417935 8020 191059 19907404 19564632 0 0 X 1957188 2088423 17950216 17476209 19907404 19564632 19907404 19564632 -697954 355182 0 X X 0 1 X 1 0 X X 1 Oklahoma City Community Founation Inc 237024262 7 1 819362 0 1 819362 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 183906 X X 0 19907404 9283 555232 819362 17271 70654 19564632 20289174 12503 1728144 2040514 8396 73507 19907404 19410197 16363 1487870 525000 9406 90850 20289174 18063654 14050 1966595 525000 12734 96368 19410197 18915325 18620 232783 1000000 11173 91901 18063654 0.10700 0.89300 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. Part III, Line 4 This organization maintains collections for public exhibition to foster education and encourage research Pt V, Line 4 This organization's endowment is used to support the charitable mission of the fund in perpetuity. 1 OKC Community Foundation Inc 1000 N Broadway Ave Oklahoma City OK 73102 237024262 501(c)(3) 525000 General Purposes Community Resources Real Estate 1000 N Broadway Ave Oklahoma City OK 73102 731608887 501(c)(3) 44362 General Purposes Allied Arts of Oklahoma Inc 1015 N Broadway Ave Ste 200 Oklahoma City OK 73102 730804291 501(c)(3) 250000 General Purposes 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 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 341217 0 0 0 3048 0 54942 0 8334 0 407541 0 0 Rhonda Godwin Vice Pres Administration 0 189328 0 0 0 706 0 19261 0 8170 0 217465 0 0 Elizabeth Eickman Dir of Kirkpatrick Fam Fnd 0 172606 0 0 0 901 0 17326 0 8069 0 198902 0 0 Joel Schwartz Dir of IT 0 199671 0 0 0 1110 0 20068 0 8111 0 228960 0 0 Joe Carter Vice Pres Development 0 157567 0 0 0 526 0 16229 0 7961 0 182283 0 0 Brian J Dougherty Dir of MAB Trust 0 147575 0 0 0 742 0 14983 0 7839 0 171139 0 0 Cathy Lippard Controller 0 134878 0 0 0 488 0 13787 0 7710 0 156863 0 0 Helen Stone Dir. Strategic Operations 0 128973 0 0 0 544 0 13200 0 7646 0 150363 0 0 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 Form 990 is prepared 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 Conflict of interest policy is distributed, reviewed and signed at 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, conflict of interest policy and financial statements are available upon request. Part VII, Section A This affiliated fund did not have any direct employees. However, the fund is a supporting organization of the Oklahoma City Community Foundation. As such, salaries for key employees and highly compensated employees of the Oklahoma City Community Foundation are listed for full disclosure purposes. Part XII, Line 2c The Foundation has an Audit Committee which assumes responsibility for oversight of the audit, and 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 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 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 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 0 Community Resources Oil & Gas 1000 N Broadway Ave Oklahoma City OK 73102 731608889 Charitable OK 501(c)(3) Line 12a, I 0 Community Resources Real Estate 1000 N Broadway Ave Oklahoma City OK 73102 731608887 Charitable OK 501(c)(3) Line 12a, I 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 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 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 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 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 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 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 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 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 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 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 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 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 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 0 Oklahoma City Community Foundation Inc 1000 N Broadway Ave Oklahoma City OK 73102 237024262 Charitable OK 501(c)(3) Line 7 0 OKC Retailers Foundation Affiliated Fund of OCCF Inc 1000 N Broadway Ave Oklahoma City OK 73102 731550200 Charitable OK 501(c)(3) Line 12a, I 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 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 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 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 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 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 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 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Oklahoma City Community Foundation Inc B 525000 cash Part 2 Clarification of one related entity: John Kirkpatrick Fund for Historic, Cultural and Civic Understanding, TID #73-1353370 P.O. Box 1146 OKC, OK 73101 -- included on Schedule R but long name would not allow name, TID and address to fit in space provided