2020-03-25T10:54:12-05:00 2019-06-30 237024262 OKLAHOMA CITY COMMUNITY FOUNDATION INC 1000 N Broadway Ave Oklahoma City OK 73102 990 2018-07-01 731528946 John & Claudia Holliman Affiliated Fund of the OCCF Inc JOHN 4052355603 PO Box 1146 Oklahoma City OK 731011146 Nancy B Anthony Secretary/Treasurer 4052355603 2020-03-20 4052355603 184.186.215.39 2020-03-25 10:54:08 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-09-23 17:36:50Z Nancy B Anthony PO Box 1146 OKC OK 73101 323719 0 X None X 1997 OK Support the Oklahoma City Community Foundation, Inc. 5 4 0 0 0 0 0 0 0 0 59387 90810 0 0 59387 90810 107000 108765 0 0 0 0 0 0 846 10198 9899 117198 118664 -57811 -27854 1176271 1129324 0 0 1176271 1129324 Support the Oklahoma City Community Foundation, Inc 0 0 109464 108765 Support the Oklahoma City Community Foundation, Inc 109464 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 1 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 5 4 1 0 0 0 0 0 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 Claudia Holliman Vice President 0.50 X X 0 0 0 John Holliman President 0.50 X X 0 0 0 Donna McCampbell Trustee 0.50 X 0 0 0 Jane Harlow Trustee 0.50 X 0 0 0 Nancy B Anthony Secy/Treasuer 0.50 50.00 X X 0 329349 61264 Rhonda Godwin Vice Pres Administration 1.00 50.00 X 0 183723 26724 Elizabeth Eickman Dir of Kirkpatrick Fam Fnd 1.00 50.00 X 0 167310 24630 Joel Schwartz Dir of IT 1.00 45.00 X 0 190688 22764 Brian J Dougherty Dir of MAB Trust 1.00 45.00 X 0 142703 22044 Cathy Lippard Controller 1.00 45.00 X 0 132743 20924 Joe Carter Vice Pres Development 1.00 45.00 X 0 147690 22948 Kelley Barnes Dir., Community Engagement 1.00 45.00 X 0 118599 19355 0 1412805 220653 0 0 1 0 0 52968 52968 270751 232909 37842 37842 37842 90810 0 0 90810 108765 108765 9200 8354 846 699 699 118664 109464 8354 846 -861 1176271 1130185 1176271 1129324 0 0 X 100573 97465 1075698 1031859 1176271 1129324 1176271 1129324 -27854 -19093 0 X X 0 1 X 1 0 X X 1 Oklahoma City Community Foundation Inc 237024262 7 1 109464 0 1 109464 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1176271 71717 108765 699 9200 1129324 1068788 224681 107000 998 9200 1176271 1004121 150497 76630 9200 1068788 1141783 -12372 118090 7200 1004121 1203045 76638 130700 7200 1141783 0.08600 0.91400 0 0 0 X Part X, Line 2: The Foundation and its affiliated organizations are exempt from federal income tax under Section 501(a) as an organization described in Section 501(c)(3) of the Internal Revenue Code (the Code), and have been determined not to be a private foundation under Section 509(a) of the Code. Generally all revenue earned outside the purpose for which the Foundation is created is taxable as earned income. Part V, Line 4 The purpose of the endowment is to support the mission of this organization in perpetuity. 1 American Civil Liberties Union of Oklahoma Foundation 3000 Paseo Drive Oklahoma City OK 73103 731003205 501(C)(3) 25000 General Purposes Nepal Youth Foundation 3030 Bridgeway Suite 325 Sausalito CA 94965 680224596 501(C)(3) 10000 General Purposes Oklahoma Philharmonic Society 424 Colcord Dr Ste B Oklahoma City OK 73102 731328565 501(C)(3) 5500 General Purposes Oklahoma School of Science and Mathematics Foundation 1141 N Lincoln Blvd Oklahoma City OK 731042847 731401430 501(C)(3) 7500 General Purposes Oklahoma Zoological Society Inc PO Box 18424 Oklahoma City OK 731540424 730688645 501(C)(3) 10500 General Purposes Salvation Army 1001 N Pennsylvania Ave Oklahoma City OK 731076411 580660607 501(C)(3) 10000 General Purposes World Neighbors Inc 5600 N May Suite 160 Oklahoma City OK 731123973 730707328 501(C)(3) 10000 General Purposes 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 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 326301 0 0 0 3048 0 53033 0 8231 0 390613 0 0 Rhonda Godwin Vice Pres Administration 0 183017 0 0 0 706 0 18675 0 8049 0 210447 0 0 Elizabeth Eickman Dir of Kirkpatrick Fam Fnd 0 166409 0 0 0 901 0 16723 0 7907 0 191940 0 0 Joel Schwartz Dir of IT 0 189578 0 0 0 1110 0 19064 0 3700 0 213452 0 0 Brian J Dougherty Dir of MAB Trust 0 141961 0 0 0 742 0 14367 0 7677 0 164747 0 0 Cathy Lippard Controller 0 132255 0 0 0 488 0 13383 0 7541 0 153667 0 0 Joe Carter Vice Pres Development 0 147164 0 0 0 526 0 15188 0 7760 0 170638 0 0 Claudia Holliman Trustee Investment Manager 0 Part IV, Line 1 Claudia Holliman, Trustee, works for Morgan Stanley and is investment advisor on the Holliman Affiliated Fund and therefore makes investment decisions for the fund. The board of trustees is aware of this business arrangement. The standard commissions are paid to Morgan Stanley and are netted against the performance of the account. No hard dollar costs are incurred. Mrs. Holliman has stated she receives no compensation from account individually. Form 990, Part VI, Section A, line 2 This 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 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 C, line 19 Governing documents, conflicts of interest policy and financial statements are available upon request. Form 990, Part XII, Line 2c: 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 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 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0