COMMUNITIES FOUNDATION OF OKLAHOMA INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
COMMUNITIES FOUNDATION OF OKLAHOMA INC (EIN 73-1396320)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201841359349304189
Schema version
2016v3.0
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)
Return2018-05-15T10:34:48-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN731413977PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOGANTAYLOR LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111600 BROADWAY EXTENSION SUITE 300AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73114ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN731396320EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITIES FOUNDATION OF OKLAHOMABusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCOMMBusinessNameControlTxt
Phone4057555571PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12932 NW 122ND STREET SUITE DAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73120ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY JENKINSPersonNm
Person TitleCHAIRPersonTitleTxt
Phone4057555571PhoneNum
Signature2018-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonW LYNDEL LACKEYPreparerPersonNm
PTINP00234298PTIN
Phone4058482020PhoneNum
Preparation2018-05-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.249.102.217IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-09IPDt
IP Tm14:46:38IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id22F1F6C2FDC2F741F4AD4B086A9B35549758894AAtSubmissionCreationDeviceId
At Submission Filing Device Id4E0D735068D6152C99544686194D2A38FD75B12DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARY JENKINSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12932 NW 122ND STREET SUITE DAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73120ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$15,444,220GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CFOK.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1992FormationYr
Legal Domicile StateOKLegalDomicileStateCd
Activity Or MissionSERVE PHILANTHROPIC NEEDS OF ALL OF OKLAHOMA.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers99TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$8,028,623PYContributionsGrantsAmt
CY Contributions Grants$8,623,326CYContributionsGrantsAmt
PY Program Service Revenue$887,819PYProgramServiceRevenueAmt
CY Program Service Revenue$654,957CYProgramServiceRevenueAmt
PY Investment Income$4,909,749PYInvestmentIncomeAmt
CY Investment Income$1,967,064CYInvestmentIncomeAmt
PY Other Revenue$28,130PYOtherRevenueAmt
CY Other Revenue$38,903CYOtherRevenueAmt
PY Total Revenue$13,854,321PYTotalRevenueAmt
CY Total Revenue$11,284,250CYTotalRevenueAmt
PY Grants And Similar Paid$8,081,290PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,407,906CYGrantsAndSimilarPaidAmt
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$73,513CYTotalFundraisingExpenseAmt
PY Other Expenses$1,428,314PYOtherExpensesAmt
CY Other Expenses$1,518,274CYOtherExpensesAmt
PY Total Expenses$9,509,604PYTotalExpensesAmt
CY Total Expenses$9,926,180CYTotalExpensesAmt
PY Revenues Less Expenses$4,344,717PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,358,070CYRevenuesLessExpensesAmt
Total Assets BOY$92,261,882TotalAssetsBOYAmt
Total Assets EOY$101,005,035TotalAssetsEOYAmt
Total Liabilities BOY$4,012,798TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,330,355TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$88,249,084NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$96,674,680NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSERVE PHILANTHROPIC NEEDS OF ALL OF OKLAHOMA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$905,510ExpenseAmt
Grant$713,000GrantAmt
DescGRANTS WERE PROVIDED TO FIRST SERVE OKC FUND FOR CONSTRUCTION OF A MULTIPURPOSE BUILDING FOR USE BY THE OKLAHOMA CITY TENNIS COMMUNITY TO IMPROVE THE HEALTH AND PHYSICAL TRAINING OF STUDENTS AND COMMUNITY.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$400,704ExpenseAmt
Grant$315,515GrantAmt
DescGRANTS WERE PROVIDED TO KINGFISHER ALLSPORTS FACILITY FOR CONSTRUCTION OF A MULTIPURPOSE BUILDING FOR USE BY KINGFISHER PUBLIC SCHOOL SYSTEM TO IMPROVE THE HEALTH AND PHYSICAL TRAINING OF STUDENTS AND COMMUNITY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$317,500ExpenseAmt
Grant$250,000GrantAmt
DescTO SUPPORT THE SCHOOL OF VETERINARY MEDICINE AT UC DAVIS AND THE WORK OF DR JOHN MADIGAN AND DR MONICA ALEMAN IN THE DEPARTMENT OF MEDICINE AND EPIDEMIOLOGY, FOR SUPPORT OF THEIR RESEARCH IN EQUINE AND COMPARATIVE NEUROLOGY OF MAMMALS AND FOR SUPPORT OF EQUINE AND ANIMAL WELFARE PROGRAMS INCLUDING DISASTER AND EMERGENCY RESPONSE.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$7,531,044ExpenseAmt
Grant$7,129,391GrantAmt
Revenue$654,957RevenueAmt
DescALL OTHER ACCOMPLISHMENT GRANTS USED IN OTHER COMMUNITY EDUCATIONAL PROGRAMS AND MISCELLANEOUS PROGRAMS.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$7,531,044TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$7,129,391TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$654,957TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$9,154,758TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
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 IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document127IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
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
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION MANAGEMENT INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4057555571PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12932 NW 122ND STREET SUITE DAddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73120ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
TRIPP HALL
DIRECTOR1.00Yes (X)$0$0$0
DB GREEN
DIRECTOR1.00Yes (X)$0$0$0
ROBERTA BURRAGE
DIRECTOR1.00Yes (X)$0$0$0
BILL BURGESS
DIRECTOR1.00Yes (X)$0$0$0
JIM STUART
DIRECTOR1.00Yes (X)$0$0$0
LESLIE RAINBOLT-FORBES
SECRATARY1.00Yes (X)$0$0$0Yes (X)
TOM MCCASLAND III
TREASURER1.00Yes (X)$0$0$0Yes (X)
RICHARD RYERSON
VICE CHAIR1.00Yes (X)$0$0$0Yes (X)
MARY JENKINS
CHAIR1.00Yes (X)$0$0$0Yes (X)
RANDY MACON
EXECUTIVE DIRECTOR33.50Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FOUNDATION MANAGEMENT INC
2932 NW 122ND STREETOKLAHOMA CITYOK73120MANAGEMENT SERVICES$995,803
BANCFIRST
101 N BROADWAYOKLAHOMA CITYOK73123PORTFOLIO MANAGEMENT$387,945
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$8,623,326AllOtherContributionsAmt
Noncash Contributions$1,351,010NoncashContributionsAmt
Total Contributions$8,623,326TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Business900099BusinessCd
Total Revenue Column$654,957TotalRevenueColumnAmt
Related Or Exempt Func Income$654,957RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$654,957TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,839,541TotalRevenueColumnAmt
Exclusion$1,839,541ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,903TotalRevenueColumnAmt
Exclusion$38,903ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$4,287,493SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,159,970SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$127,523SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$127,523TotalRevenueColumnAmt
Exclusion$127,523ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,284,250TotalRevenueColumnAmt
Related Or Exempt Func Income$654,957RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,005,967ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,982,358TotalAmt
Program Services$6,982,358ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$1,425,548TotalAmt
Program Services$1,425,548ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$995,803TotalAmt
Program Services$746,852ProgramServicesAmt
Management And General$199,161ManagementAndGeneralAmt
Fundraising$49,790FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$825TotalAmt
Management And General$825ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$28,535TotalAmt
Management And General$28,535ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$387,945TotalAmt
Management And General$387,945ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,723TotalAmt
Fundraising$23,723FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$817TotalAmt
Management And General$817ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$50,917TotalAmt
Management And General$50,917ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$10,117TotalAmt
Management And General$10,117ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,592TotalAmt
Management And General$14,592ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDUES AND SUBSCRIPTIONSDesc
Total$5,000TotalAmt
Management And General$5,000ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$9,926,180TotalAmt
Program Services$9,154,758ProgramServicesAmt
Management And General$697,909ManagementAndGeneralAmt
Fundraising$73,513FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,409,056BOYAmt
EOY$3,925,808EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,986,833BOYAmt
EOY$2,011,623EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$29,515LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$29,515LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$86,300,684BOYAmt
EOY$95,067,604EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$565,309BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$92,261,882BOYAmt
EOY$101,005,035EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$53,082BOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$3,959,716BOYAmt
EOY$4,330,355EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,012,798BOYAmt
EOY$4,330,355EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$88,249,084BOYAmt
EOY$96,674,680EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$88,249,084BOYAmt
EOY$96,674,680EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$92,261,882BOYAmt
EOY$101,005,035EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,358,070ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,444,889NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$377,363PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,222,313CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,796,091CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,026,982CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,048,579CurrentTaxYearMinus1YearAmt
Current Tax Year$8,623,326CurrentTaxYearAmt
Total$48,717,291TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$8,222,313CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$10,796,091CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,026,982CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,048,579CurrentTaxYearMinus1YearAmt
Current Tax Year$8,623,326CurrentTaxYearAmt
Total$48,717,291TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,185,778SubstantialContributorsTotAmt
Public Support Total170$39,531,513PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,649,380CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,538,086CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,750,558CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,889,546CurrentTaxYearMinus1YearAmt
Current Tax Year$1,878,444CurrentTaxYearAmt
Total$8,706,014TotalAmt
FieldValueIRS element (for citing)
Total Support$57,423,305TotalSupportAmt
Gross Receipts Rltd Activities$3,847,754GrossReceiptsRltdActivitiesAmt
Public Support CY1700.68840PublicSupportCY170Pct
Public Support PY1700.47310PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held46DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held814FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$4,602,149DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$14,868,363FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$2,243,637DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$7,567,286FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$35,101,719DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$61,581,050FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,898,517BeginningYearBalanceAmt
Contributions$846,792ContributionsAmt
Investment Earnings Or Losses$2,618,958InvestmentEarningsOrLossesAmt
Other Expenditures$891,188OtherExpendituresAmt
Administrative Expenses$281,939AdministrativeExpensesAmt
End Year Balance$25,191,140EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$23,040,215BeginningYearBalanceAmt
Contributions$1,058,937ContributionsAmt
Investment Earnings Or Losses$35,186InvestmentEarningsOrLossesAmt
Other Expenditures$971,393OtherExpendituresAmt
Administrative Expenses$264,428AdministrativeExpensesAmt
End Year Balance$22,898,517EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$22,802,131BeginningYearBalanceAmt
Contributions$1,765,592ContributionsAmt
Investment Earnings Or Losses$466,092InvestmentEarningsOrLossesAmt
Other Expenditures$1,721,239OtherExpendituresAmt
Administrative Expenses$272,361AdministrativeExpensesAmt
End Year Balance$23,040,215EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$19,443,733BeginningYearBalanceAmt
Contributions$1,070,938ContributionsAmt
Investment Earnings Or Losses$3,352,523InvestmentEarningsOrLossesAmt
Other Expenditures$816,789OtherExpendituresAmt
Administrative Expenses$248,274AdministrativeExpensesAmt
End Year Balance$22,802,131EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,843,849BeginningYearBalanceAmt
Contributions$1,273,260ContributionsAmt
Investment Earnings Or Losses$2,229,788InvestmentEarningsOrLossesAmt
Other Expenditures$695,020OtherExpendituresAmt
Administrative Expenses$208,144AdministrativeExpensesAmt
End Year Balance$19,443,733EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,515OtherCostOrOtherBasisAmt
Depreciation$29,515DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$13,685,852TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$7,444,889NetUnrealizedGainsInvstAmt
Revenue Not Reported$7,444,889RevenueNotReportedAmt
Revenue Subtotal$6,240,963RevenueSubtotalAmt
Other Revenues Not Included$5,043,287OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$5,043,287RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$11,284,250TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,254,350TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,254,350ExpensesSubtotalAmt
Other Expenses Not Included$1,671,830OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,671,830ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$9,926,180TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 4B - OTHER ADJUSTMENTS:AGENCY TRANSFERS SUBJECT TO FAS 136 5,043,287.
PART XII, LINE 4B - OTHER ADJUSTMENTS:AGENCY TRANSFERS SUBJECT TO FAS 136 1,671,830.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (176 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ABILTY FIRST INC
1301 W MAIN STREETDUNCANOK73533731151612501(C)(3)$9,451OPERATIONS GRANT
ALL SAINTS' EPISCOPAL CHURCH
809 WEST CEDARDUNCANOK73533730796096501(C)(3)$7,174OPERATIONS GRANT
AMERICAN UNIVERSITY
4400 MASSACHUSETTS AVE NWWASHINGTONDC20016530196549501(C)(3)$10,000OPERATIONS GRANT
AMES CEMETERY
PO BOX 514AMESOK73730736105956501(C)(13)$9,596MAINTENANCE OF COMMON AREAS
ANNA'S HOUSE FOUNDATION
3001 EAST MEMORIAL RD SUITE 200EDMONDOK73013331203679501(C)(3)$32,500OPERATIONS GRANT
ARMED SERVICES YMCA OF THE USA
900 NW CACHE RDLAWTONOK73507730583931501(C)(3)$20,000OPERATIONS GRANT
ARTS COUNCIL OKC
400 WEST CALIFORNIA AVEOKLAHOMA CITYOK73135736112471501(C)(3)$13,500OPERATIONS GRANT
ASSISTANCE LEAGUE OF NORMAN
809 WALL STREETNORMANOK73026730927199501(C)(3)$36,774OPERATIONS GRANT
BLACKWELL OKLAHOMA COMMUNITY FOUNDATION INC
PO BOX 514BLACKWELLOK74631731388218501(C)(3)$8,130OPERATIONS GRANT
BLACKWELL PUBLIC SCHOOL FOUNDATION
PO BOX 151BLACKWELLOK74631731330442501(C)(3)$6,654OPERATIONS GRANT
BOB STOOPS CHAMPIONS FOUNDATION INC
180 W BROOKS SUITE 320NORMANOK73069731617340501(C)(3)$5,900OPERATIONS GRANT
BOYS AND GIRLS CLUB OF TAHLEQUAH
PO BOX 1967TAHLEQUAHOK74465731505432501(C)(3)$28,757OPERATIONS GRANT
BOYS & GIRLS CLUB OF OKLAHOMA COUNTY
PO BOX 18701OKLAHOMA CITYOK73154731472202501(C)(3)$10,000OPERATIONS GRANT
BRISTOW EDUCATION FOUNDATION INC
104 SOUTH MAINBRISTOWOK74010731450789501(C)(3)$19,650OPERATIONS GRANT
BURLINGTON EDUCATION FOUNDATION
P O BOX 17BURLINGTONOK73722731536760501(C)(3)$9,234OPERATIONS GRANT
CALM WATERS
4334 NW EXPRESSWAY STE 101OKLAHOMA CITYOK73116731561707501(C)(3)$13,230OPERATIONS GRANT
CASADY SCHOOL
9500 N PENNSYLVANIA AVEOKLAHOMA CITYOK73120730587209501(C)(3)$53,167OPERATIONS GRANT
CASA OF CHEROKEE COUNTRY
PO BOX 1788TAHLEQUAHOK74465731478988501(C)(3)$6,864OPERATIONS GRANT
CASA OF OKLAHOMA COUNTY
5905 NORTH CLASSEN COURT SUITE 302OKLAHOMA CITYOK73118134364692501(C)(3)$10,497OPERATIONS GRANT
CENTRAL OKLAHOMA HUMANE SOCIETY
9300 N MAY AVE STE 400-281OKLAHOMA CITYOK73120208446621501(C)(3)$10,000OPERATIONS GRANT
CHICKASHA AREA ARTS COUNCIL
PO BOX 505CHICKASHAOK73023731385017501(C)(3)$12,000OPERATIONS GRANT
CHICKASHA HIGH SCHOOL
101 JOHN COWAN DRIVECHICKASHAOK73018731084608501(C)(3)$42,000OPERATIONS GRANT
CHICKASHA PUBLIC SCHOOLS FOUNDATION
PO BOX 2443CHICKASHAOK73023731288810501(C)(3)$6,174OPERATIONS GRANT
CHISHOLM TRAIL ARTS COUNCIL INC
810 W WALNUTDUNCANOK73533731028488501(C)(3)$10,443OPERATIONS GRANT
CHISHOLM TRAIL CHURCH OF CHRIST
3204 W BEECH AVEDUNCANOK73533731194152501(C)(3)$9,804OPERATIONS GRANT
CHISHOLM TRAIL HERITAGE CENTER ASSOCIATION
1000 CHISHOLM TRAIL PARKWAYDUNCANOK73533141896825501(C)(3)$128,754OPERATIONS GRANT
CHOCTAWNICOMA PARK PUBLIC SCHOOL FOUNDATION
16366 RIVER ROCK CIRCLECHOCTAWOK73020731394251501(C)(3)$10,054OPERATIONS GRANT
CHURCH OF THE INCARNATION
3966 MCKINNEY AVENUEDALLASTX75204750808771501(C)(3)$18,500OPERATIONS GRANT
CITY OF FORT COBB
PO BOX 328FT COBBOK73038736005211501(C)(3)$6,500OPERATIONS GRANT
CITY OF OKLAHOMA CITY
420 W MAIN STREET SUITE 210OKLAHOMA CITYOK73102999999999501(C)(3)$10,257OPERATIONS GRANT
CITY OF SHAWNEE
16 W 9TH STSHAWNEEOK74802999999999501(C)(3)$5,550OPERATIONS GRANT
CITY OF SHAWNEE SHAWNEE SISTER CITIES
16 W 9TH STSHAWNEEOK74802730444415501(C)(3)$8,049OPERATIONS GRANT
CLAREMORE MUSEUM OF HISTORY INC
PO BOX 126CLAREMOREOK74017811207692501(C)(3)$15,000OPERATIONS GRANT
COMMUNITY CHRISTIAN SCHOOL INC
3002 BROCE DRNORMANOK73107731286326501(C)(3)$39,000OPERATIONS GRANT
CONNORS STATE COLLEGE
RT 1 BOX 1000WARNEROK74469731096349501(C)(3)$14,500OPERATIONS GRANT
DALLAS ARBORETUM & BOTANICAL GARDEN INC
8617 GARLAND ROADDALLASTX75218237375815501(C)(3)$10,000OPERATIONS GRANT
DALLAS AREA CHAPTER AMERICAN RED CROSS
4800 HARRY HINES BLVDDALLASTX75235530196605501(C)(3)$10,000OPERATIONS GRANT
DARTMOUTH COLLEGE DEVELOPMENT
204 PARKHURSTHANOVERNH03755020222111501(C)(3)$100,000OPERATIONS GRANT
DAVIS PUBLIC SCHOOL FOUNDATION
PO BOX 333DAVISOK73030731390242501(C)(3)$6,415OPERATIONS GRANT
DUNCAN PUBLIC SCHOOLS
PO BOX 1548DUNCANOK73534736021226501(C)(3)$11,615OPERATIONS GRANT
DUNCAN PUBLIC SCHOOLS FOUNDATION
PO BOX 1882DUNCANOK73534731341146501(C)(3)$26,299OPERATIONS GRANT
DUNCAN REGIONAL HOSPITAL
PO BOX 2000DUNCANOK73534731008550501(C)(3)$244,423OPERATIONS GRANT
DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATION
P O BOX 2000DUNCANOK73534202772056501(C)(3)$383,788OPERATIONS GRANT
DUNCAN SENIOR CITIZENS CENTER
1110 N 7TH STREETDUNCANOK73533730775679501(C)(3)$18,045OPERATIONS GRANT
EAST CENTRAL UNIVERSITY
1100 EAST 14THADAOK74820237058908501(C)(3)$52,000OPERATIONS GRANT
EASTERN OKLAHOMA STATE COLLEGE DEVELOPMENT FOUNDATION
1301 WEST MAINWILBURTONOK74578237281986501(C)(3)$104,189SCHOLARSHIP PROGRAMS
EL SISTEMA OKLAHOMA INC
3220 QUAIL SPRINGS PARKWAYOKLAHOMA CITYOK73134471650812501(C)(3)$23,634OPERATIONS GRANT
ENGLISH SPEAKING UNION - OKC BRANCH
PO BOX 21285OKLAHOMA CITYOK73120736112438501(C)(3)$8,967OPERATIONS GRANT
FIREHOUSE ART CENTER
444 SOUTH FLOODNORMANOK73069237112097501(C)(3)$10,013OPERATIONS GRANT
FIRST BAPTIST CHURCH SHAWNEE
PO BOX 1928SHAWNEEOK74802730614288501(C)(3)$88,000OPERATIONS GRANT
FIRST CHRISTIAN CHURCH DUNCAN
912 W WALNUTDUNCANOK73533730661826501(C)(3)$6,065OPERATIONS GRANT
FIRST SERVE OKC FOUNDATION
7301 NORTH BROADWAY EXTOKLAHOMA CITYOK73116463499004501(C)(3)$96,401OPERATIONS GRANT
FORT COBB-BROXTON PUBLIC SCHOOLS
600 TOWAKONIE AVENUEFT COBBOK73038731384385501(C)(3)$11,636OPERATIONS GRANT
FREEDOM CHURCH
106 MONROE AVE NEPIEDMONTOK73078731571631501(C)(3)$14,530OPERATIONS GRANT
FRIENDS FOR FOLKS
1218 LINDSEY PLAZA DRNORMANOK73071475521163501(C)(3)$16,204OPERATIONS GRANT
FRIENDS OF THE DUNCAN PUBLIC LIBRARY
2211 N HIGHWAY 81DUNCANOK73533731355845501(C)(3)$15,501OPERATIONS GRANT
FRIENDS OF THE WILL ROGERS LIBRARY
1515 N FLORENCE AVECLAREMOREOK74017260135494501(C)(3)$12,614OPERATIONS GRANT
GABRIEL'S HOUSE INC
PO BOX 883DUNCANOK73533731573021501(C)(3)$8,432OPERATIONS GRANT
GARBER OKLAHOMA ALUMNI ASSOCIATION
PO BOX 236GARBEROK73738822390078501(C)(3)$5,533OPERATIONS GRANT
GENESIS PROJECT
9500 NE 150TH STREETJONESOK73049731153813501(C)(3)$28,000OPERATIONS GRANT
GREENLEAF FIRE DEPARTMENT
P O BOX 276ALVAOK73717999999999501(C)(3)$65,000OPERATIONS GRANT
GREENSPRING SOLUTIONS INC
14123 MELODY DRIVEPRINCESS ANNEMD21853472478825501(C)(3)$30,000OPERATIONS GRANT
HERITAGE HALL
1800 NW 122ND STOKLAHOMA CITYOK73120730783395501(C)(3)$7,875OPERATIONS GRANT
HILL COUNTY WEED DISTRICT
1405 WEST SECOND STREETHAVREMT59501999999999501(C)(3)$65,000OPERATIONS GRANT
HOLDENVILLE EDUCATION FOUNDATION
PO BOX 641HOLDENVILLEOK74848900539732501(C)(3)$10,044OPERATIONS GRANT
HOMELESS ALLIANCE
1724 NW 4 STREETOKLAHOMA CITYOK73106113718005501(C)(3)$55,807OPERATIONS GRANT
IMPACT OKLAHOMA INC
PO BOX 20149OKLAHOMA CITYOK73156731715755501(C)(3)$6,729OPERATIONS GRANT
INFANT CRISIS SERVICES INC
4224 N LINCOLN BLVDOKLAHOMA CITYOK73105731378766501(C)(3)$5,951OPERATIONS GRANT
JOHN W REX CHARTER ELEMENTARY SCHOOL INC
500 W SHERIDAN AVEOKLAHOMA CITYOK73102460694033501(C)(3)$59,560OPERATIONS GRANT
K9S FOR WARRIORS
114 CAMP K9 ROADPONTE VEDRAFL32081275219467501(C)(3)$13,750OPERATIONS GRANT
KENTUCKY EQUINE HUMANE CENTER INC
PO BOX 910124LEXINGTONKY40591205883736501(C)(3)$35,000OPERATIONS GRANT
KINGFISHER EDUCATION FOUNDATION
PO BOX 24KINGFISHEROK73750731275143501(C)(3)$6,295OPERATIONS GRANT
KLIFE
PO BOX 54491OKLAHOMA CITYOK73154710806709501(C)(3)$10,000OPERATIONS GRANT
LA HOSPITAL EMPLOYEE ASSISTANCE FUND
9521 BROOKLINE AVEBATON ROUGELA70809720636846501(C)(3)$12,000OPERATIONS GRANT
LAWTON PHILHARMONIC SOCIETY INC
PO BOX 1473LAWTONOK73502736103649501(C)(3)$14,056OPERATIONS GRANT
LAWTON PUBLIC SCHOOLS FOUNDATION INC
PO BOX 2323LAWTONOK73502731386496501(C)(3)$20,758OPERATIONS GRANT
LEEDEY EDUCATION FOUNDATION
PO BOX 314LEEDEYOK73654451649784501(C)(3)$8,884OPERATIONS GRANT
LEXINGTON HUMANE SOCIETY
1600 OLD FRANKFORT PIKELEXINGTONKY40504610444762501(C)(3)$11,000OPERATIONS GRANT
MABEE-GERRER MUSEUM OF ART
1900 W MACARTHUR DRIVESHAWNEEOK74804731392868501(C)(3)$13,363OPERATIONS GRANT
MARY ABBOTT CHILDREN'S HOUSE
251 E SYMMES STNORMANOK73069731512416501(C)(3)$5,453OPERATIONS GRANT
MEALS ON WHEELS - NORMAN
PO BOX 1371NORMANOK73070730931924501(C)(3)$5,090OPERATIONS GRANT
MERCY HEALTH FOUNDATION
13321 NORTH MERIDIAN SUITE 206OKLAHOMA CITYOK73101463184231501(C)(3)$10,000OPERATIONS GRANT
MILLWOOD PUBLIC SCHOOLS
6724 MARTIN LUTHER KINGOKLAHOMA CITYOK73111999999999501(C)(3)$8,500OPERATIONS GRANT
MISSOURI UNIVERSITY OF SCIENCE AND TECHNOLOGY
1870 MINOR CIRCLEROLLAMO65409999999999501(C)(3)$11,947OPERATIONS GRANT
MORE FOUNDATION
301 W MAIN SUITE 210ARDMOREOK73401731373231501(C)(3)$99,061OPERATIONS GRANT
MURRAY STATE COLLEGE
ONE MURRAY CAMPUSTISHOMINGOOK73460999999999501(C)(3)$53,000OPERATIONS GRANT
NATIONAL COWBOY & WESTERN HERITAGE MUSEUM
1700 N E 63RD STREETOKLAHOMA CITYOK73111300341029501(C)(3)$21,000GENERAL OPERATIONS
NEIGHBORS BUILDING NEIGHBORHOODS INC
207 N 2ND STMUSKOGEEOK74401731600003501(C)(3)$36,249OPERATIONS GRANT
NEXUS EQUINE INC
PO BOX 54572OKLAHOMA CITYOK73154811990122501(C)(3)$120,000OPERATIONS GRANT
NORMAN ARTS AND HUMANITIES COUNCIL
PO BOX 85NORMANOK73070731051578501(C)(3)$7,000OPERATIONS GRANT
NORMAN HIGH SCHOOL
911 W MAINNORMANOK73069736021052501(C)(3)$10,920OPERATIONS GRANT
NORTHEASTERN STATE UNIVERSITY
701 NORTH GRAND AVETAHLEQUAHOK74464999999999501(C)(3)$25,708OPERATIONS GRANT
NORTHWESTERN OKLA STATE UNIVERSITY
709 OKLAHOMA BLVDALVAOK73717999999999501(C)(3)$8,700OPERATIONS GRANT
NORTHWEST TECHNOLOGY CENTER FOUNDATION
1801 S 11TH STREETALVAOK73717731393251501(C)(3)$5,396OPERATIONS GRANT
OKARCHE EDUCATIONAL FOUNDATION
PO BOX 324OKARCHEOK73762731511954501(C)(3)$8,001OPERATIONS GRANT
OKC MUSEUM OF ART
415 COUCH DRIVEOKLAHOMA CITYOK73102730528431501(C)(3)$30,000OPERATIONS GRANT
OKLAHOMA ACADEMY FOR STATE GOALS
PO BOX 968NORMANOK73070731255400501(C)(3)$79,747OPERATIONS GRANT
OKLAHOMA AFTERSCHOOL NETWORK
133 W MAIN ST SUITE 100OKLAHOMA CITYOK73105455533265501(C)(3)$18,327OPERATIONS GRANT
OKLAHOMA AFTERSCHOOL NETWORK INC
2801 N LINCOLN BLVD SUITE 224OKLAHOMA CITYOK73105455533265501(C)(3)$46,916OPERATIONS GRANT
OKLAHOMA ANIMAL CARE FOUNDATION
P O BOX 14521OKLAHOMA CITYOK73113731431290501(C)(3)$38,400OPERATIONS GRANT
OKLAHOMA BAPTIST UNIVERSITY
500 W UNIVERSITYSHAWNEEOK74804730579264501(C)(3)$34,229OPERATIONS GRANT
OKLAHOMA CATTLEMEN'S FOUNDATION
PO BOX 82395OKLAHOMA CITYOK73148731135528501(C)(3)$32,527OPERATIONS GRANT
OKLAHOMA CHILDREN'S THEATER
2501 N BLACKWELDEROKLAHOMA CITYOK73106731289903501(C)(3)$6,140OPERATIONS GRANT
OKLAHOMA CITY ALL SPORTS ASSOCIATION
211 N ROBINSON STE 250OKLAHOMA CITYOK73102736082918501(C)(3)$10,000OPERATIONS GRANT
OKLAHOMA CITY BALLET
7421 N CLASSEN BLVDOKLAHOMA CITYOK73116237003520501(C)(3)$50,000OPERATIONS GRANT
OKLAHOMA CITY COMMUNITY COLLEGE
7777 S MAY AVEOKLAHOMA CITYOK73159731529564501(C)(3)$6,500OPERATIONS GRANT
OKLAHOMA CITY UNIVERSITY
2501 N BLACKWELDER AVEOKLAHOMA CITYOK73106730579265501(C)(3)$63,069OPERATIONS GRANT
OKLAHOMA DEPARTMENT OF LIBRARIES
200 NE 18TH STREETOKLAHOMA CITYOK73105731044902501(C)(3)$6,269OPERATIONS GRANT
OKLAHOMA HEALTH CARE WORKFORCE RESOURCES CENTER INC
PO BOX 108850OKLAHOMA CITYOK73101352364349501(C)(3)$14,834OPERATIONS GRANT
OKLAHOMA LAWYERS FOR CHILDREN
800 N HARVEY AVE SUITE 323OKLAHOMA CITYOK73102731542815501(C)(3)$6,117OPERATIONS GRANT
OKLAHOMA PUBLIC SCHOOL RESOURCE CENTER INC
309 NW 13THOKLAHOMA CITYOK73103463231101501(C)(3)$10,000OPERATIONS GRANT
OKLAHOMA STATE REGENTS FOR HIGHER EDUCATION
655 RESEARCH PARKWAY SUITE 200OKLAHOMA CITYOK73104736017987501(C)(3)$54,440OPERATIONS GRANT
OKLAHOMA STATE UNIVERSITY
113 STUDENT UNIONSTILLWATEROK74074999999999501(C)(3)$211,790OPERATIONS GRANT
OKLAHOMA STATE UNIVERSITY - INSTITUTE OF TECHNOLOGY
1801 E 4THOKMULGEEOK74447999999999501(C)(3)$6,250OPERATIONS GRANT
OKLAHOMA YOUTH EXPOSITION INC
500 NW 30TH STREETOKLAHOMA CITYOK73118731620710501(C)(3)$14,696OPERATIONS GRANT
OK LIBRARY ASSOCIATION
P O BOX 6550EDMONDOK73118731044902501(C)(3)$11,613OPERATIONS GRANT
ORAL ROBERTS UNIVERSITY
7777 S LEWIS AVETULSAOK74170730739626501(C)(3)$22,000OPERATIONS GRANT
OSU FOUNDATION
400 S MONROE STSTILLWATEROK74074736097060501(C)(3)$12,969OPERATIONS GRANT
OU HEALTH SCIENCES CENTER
1100 N LINDSEYOKLAHOMA CITYOK73126736017987501(C)(3)$21,452OPERATIONS GRANT
PAULS VALLEY FOUNDATION FOR ACADEMIC EXCELLENCE
PO BOX 63PAULS VALLEYOK73075731362811501(C)(3)$20,862OPERATIONS GRANT
PEPPERS RANCH INC
PO BOX 3814EDMONDOK73083731608380501(C)(3)$20,000OPERATIONS GRANT
PET ANGELS RESCUE INC
10424 S COLTRANEGUTHRIEOK73044208905732501(C)(3)$14,336OPERATIONS GRANT
PIN OAK CHARITY HORSE SHOW ASSOCIATION
2501 S MASON RDKATYTX77450741755067501(C)(3)$20,000OPERATIONS GRANT
PIONEER LIBRARY SYSTEM
300 NORMAN CENTER COURTNORMANOK73072736081619501(C)(3)$20,161OPERATIONS GRANT
POSITIVE TOMORROWS INC
PO BOX 61190OKLAHOMA CITYOK73146731393438501(C)(3)$100,000OPERATIONS GRANT
PROJECT O SI YO
118 WEST KEETOOWAHTAHLEQUAHOK74464208709518501(C)(3)$7,290OPERATIONS GRANT
REGENTS OF UC DAVIS
ONE SHIELDS AVEDAVISCA95616730579272501(C)(3)$250,000OPERATIONS GRANT
REGIONAL FOOD BANK OF OKLAHOMA
PO BOX 270968OKLAHOMA CITYOK73137731100380501(C)(3)$54,285OPERATIONS GRANT
REMERGE
PO BOX 2845OKLAHOMA CITYOK73101464504748501(C)(3)$50,000OPERATIONS GRANT
ROSE STATE COLLEGE
6420 SE 15TH STREETMIDWEST CITYOK73110731345128501(C)(3)$11,500OPERATIONS GRANT
ROTARY CLUB OF MIDWEST CITY
PO BOX 10971MIDWEST CITYOK73140736113509501(C)(4)$8,534OPERATIONS GRANT
SALVATION ARMY
1001 N PENN AVEOKLAHOMA CITYOK73107580660607501(C)(3)$37,000OPERATIONS GRANT
SAMARITANS OF PAULS VALLEY
PO BOX 638PAULS VALLEYOK73075813035567501(C)(3)$63,588OPERATIONS GRANT
SAYRE PUBLIC SCHOOL FOUNDATION
129 EAST MAIN STREETSAYREOK73662731439751501(C)(3)$45,772OPERATIONS GRANT
SCOTTISH RITE CHILDHOOD LANGUAGE DISORDERS CLINIC
1304 13TH ST SGREAT FALLSMT59405363896840501(C)(3)$165,000OPERATIONS GRANT
SHARE MEDICAL CENTER FOUNDATION INC
PO BOX 727ALVAOK73717731608371501(C)(3)$10,537OPERATIONS GRANT
SHAWNEE CHAMBER OF COMMERCE
PO BOX 11TECUMSEHOK74873730444415501(C)(6)$6,579CHARITABLE PROGRAMS
SHAWNEE EDUCATIONAL FOUNDATION
PO BOX 3488SHAWNEEOK74802731344552501(C)(3)$5,067OPERATIONS GRANT
SMART START CENTRAL OKLAHOMA
PO BOX 21505OKLAHOMA CITYOK73156421593360501(C)(3)$98,175OPERATIONS GRANT
SOUTHEASTERN OKLAHOMA STATE UNIVERSITY
1405 N 4TH AVE 4216DURANTOK74701999999999501(C)(3)$30,500OPERATIONS GRANT
SOUTHERN METHODIST UNIVERSITY
PO BOX 750402DALLASTX75275750800689501(C)(3)$75,000OPERATIONS GRANT
SOUTHWESTERN OKLAHOMA STATE UNIVERSITY
100 CAMPUS DRIVEWEATHERFORDOK73096731024870501(C)(3)$38,200OPERATIONS GRANT
SOUTHWEST YOUTH & FAMILY SERVICES INC
PO BOX 829CHICKASHAOK73023730937233501(C)(3)$31,620OPERATIONS GRANT
ST ANNE CATHOLIC CHURCH
301 S 9TH STREETBROKEN ARROWOK74012730711169501(C)(3)$100,000OPERATIONS GRANT
STEPHENS COUNTY EPISCOPAL CHURCH FUND
7500 S COMANCHE LAKE ROADDUNCANOK73533999999999501(C)(3)$32,000OPERATIONS GRANT
STEPHENS COUNTY HISTORICAL SOCIETY
PO BOX 1294DUNCANOK73534237258111501(C)(3)$7,767OPERATIONS GRANT
STEPHENS COUNTY HUMANE SOCIETY
PO BOX 669DUNCANOK73533731202082501(C)(3)$12,188OPERATIONS GRANT
ST GREGORY'S UNIVERSITY
1900 WEST MACARTHURSHAWNEEOK74804730685198501(C)(3)$20,000OPERATIONS GRANT
STILLWATER MEDICAL CENTER
PO BOX 2408STILLWATEROK74076731173571501(C)(3)$18,000OPERATIONS GRANT
STILLWATER PUBLIC EDUCATION FOUNDATION INC
PO BOX 286STILLWATEROK74076731267401501(C)(3)$9,944OPERATIONS GRANT
ST LUKES UNITED METHODIST CHURCH
222 NW 15TH STREETOKLAHOMA CITYOK73103731011829501(C)(3)$20,500OPERATIONS GRANT
ST MARY STAR OF THE SEA BASILICA
1010 WINDSOR LNKEY WESTFL33040596015970501(C)(3)$10,000OPERATIONS GRANT
TAHLEQUAH FIRST UNITED METHODIST CHURCH
300 WEST DELAWARE STREETTAHLEQUAHOK74464999999999501(C)(3)$6,888OPERATIONS GRANT
TAHLEQUAH PUBLIC SCHOOL FOUNDATION
1 PLAZA SOUTH STE 276TAHLEQUAHOK74464731365473501(C)(3)$29,553OPERATIONS GRANT
TEEN EMPOWER INC
PO BOX 6083OKLAHOMA CITYOK73153010803393501(C)(3)$35,000OPERATIONS GRANT
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 297440FORT WORTHTX76129750827465501(C)(3)$100,000OPERATIONS GRANT
THE CHILDREN'S CENTER REHABILITATION HOSPITAL
6800 N W 39TH EXPRESSWAYBETHANYOK73008730580264501(C)(3)$10,939OPERATIONS GRANT
THE DALLAS OPERA
2403 FLORA ST STE 500DALLASTX75201756004746501(C)(3)$35,000OPERATIONS GRANT
THE RUNNYMEDE
PO BOX 668ALVAOK73717731204712501(C)(3)$12,525OPERATIONS GRANT
TOY SHOP OF DUNCAN
PO BOX 206DUNCANOK73534510200884501(C)(3)$22,462OPERATIONS GRANT
TWO FLY FOUNDATION INC
2231 MIRACLE DRIVECASPERWY82609841648012501(C)(3)$10,000OPERATIONS GRANT
UNITED WAY OF STEPHENS COUNTY
PO BOX 1632DUNCANOK73534237210483501(C)(3)$21,259OPERATIONS GRANT
UNIVERITY OF OKLAHOMA HEALTH SCIENCES CENTER
865 RESEARCH PARKWAY URP865-450OKLAHOMA CITYOK73104736017987501(C)(3)$124,000OPERATIONS GRANT
UNIVERSITY OF CENTRAL OKLAHOMA
100 N UNIVERSITY DRIVE BOX 162EDMONDOK73034736108032501(C)(3)$51,990OPERATIONS GRANT
UNIVERSITY OF MICHIGAN
2101 COMMONWEALTH SUITE BANN ARBORMI48105386006309501(C)(3)$7,550OPERATIONS GRANT
UNIVERSITY OF NEBRASKA
PO BOX 880411LINCOLNNE68588470379839501(C)(3)$10,000OPERATIONS GRANT
UNIVERSITY OF OKLAHOMA
1000 ASP ROOM 105NORMANOK73019731377584501(C)(3)$237,061OPERATIONS GRANT
UNIVERSITY OF OKLAHOMA FOUNDATION INC
100 TIMBERDELL RDNORMANOK73019736091755501(C)(3)$124,839OPERATIONS GRANT
UNIVERSITY OF PENNSYLVANIA SCHOOL OF LAW
3501 SANSOM STREETPHILADELPHIAPA19104231352685501(C)(3)$70,000OPERATIONS GRANT
UNIVERSITY OF TULSA
800 S TUCKERTULSAOK74104730579298501(C)(3)$131,612OPERATIONS GRANT
U OF KANSAS
1450 JAYHAWK BLVDKANSAS CITYKS66049999999999501(C)(3)$6,000OPERATIONS GRANT
VICTORIOUS LIFE CHURCH
24389 HIGHWAY 82TAHLEQUAHOK74464999999999501(C)(3)$6,888OPERATIONS GRANT
WARTBURG COLLEGE
100 WARTBURG BLVDWAVERLYIA50677420680351501(C)(3)$6,000OPERATIONS GRANT
WELCH PUBLIC SCHOOLS ENRICHMENT FOUNDATION
P O BOX 129WELCHOK74369731480590501(C)(3)$11,918OPERATIONS GRANT
YMCA OF GREATER OKLAHOMA CITY
500 N BROADWAY SUITE 500OKLAHOMA CITYOK73102730579270501(C)(3)$10,000OPERATIONS GRANT
PIVOT INC
201 NE 50TH STREETOKLAHOMA CITYOK73105730940217501(C)(3)$53,129OPERATIONS GRANT
FieldValueIRS element (for citing)
Total501c3 Org173Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
DISASTER RELIEF498$897,077
EDUCATIONAL399$493,946
HEALTH, GENERAL10$9,125
HUMAN SERVICES5$10,000
HOUSING14$15,400

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationANY FISCAL SPONSORSHIP THAT CONSIDERS MAKING GRANTS TO INDIVIDUALS MUST DOCUMENT CRITERIA AND SELECTION PROCESS FOR SUCH GRANTEES. THIS INFORMATION MUST BE INCLUDED IN THE ORIGINAL APPLICATION TO OPEN THE FUND AT CFO AND APPROPRIATE FORMS TO DOCUMENT THE SELECTION AND THE REQUIREMENTS OF THE GRANTS ARE ALSO ON FILE. AWARD LETTERS ACCOMPANY ALL PAYMENTS AND DESCRIBE THE PURPOSE OF THE GRANT AND ANY REPORTING REQUIREMENTS.ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonTOM MCCASLAND IIIPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionBOARD MEMBERRelationshipDescriptionTxt
Transaction$387,945TransactionAmt
TransactionTOM MCCASLAND III IS ON THE BOARD OF DIRECTORS AND TRUST COMMITTEE AT BANCFIRST, WHICH IS THE INSTITUTION THAT HOLDS $95,953,200 OF THE FOUNDATION'S INVESTMENTS. THE FOUNDATION PAID INVESTMENT FEES OF $387,945 DURING THIS FISCAL YEAR.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$1,351,010NoncashContributionsRptF990Amt
Method Of Determining RevenuesHIGH/LOW ON DATE REC.MethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3DELEGATED CONTROL TO FOUNDATION MANAGEMENT, INC.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS CIRCULATED ELECTRONICALLY TO ALL MEMBERS OF THE BOARD FOR THEIR REVIEW AND RESPONSE WITH ANY QUESTIONS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CNEW CONFLICT OF INTEREST FORMS ARE GATHERED EACH YEAR AT THE ANNUAL MEETING. BOARD MEMBERS ARE ALSO ENCOURAGED TO SELF DISCLOSE ANY CONFLICTS AS THEY MAY APPLY DURING ANY BUSINESS MEETINGS.
FORM 990, PART VI, SECTION C, LINE 19INFORMATION IS AVAILABLE ON THE ORGANIZATION WEB SITE AND BY REQUEST.

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