COMMUNITIES FOUNDATION OF OKLAHOMA INC DAF sponsor

Cite this

Plain text COMMUNITIES FOUNDATION OF OKLAHOMA INC. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/communities-foundation-of-oklahoma-inc-731396320. Retrieved 2026-10-31.

APA furp.org. (n.d.). COMMUNITIES FOUNDATION OF OKLAHOMA INC [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 31, 2026, from https://furp.org/org/communities-foundation-of-oklahoma-inc-731396320

MLA “COMMUNITIES FOUNDATION OF OKLAHOMA INC.” furp.org, tax years 2012–2024, https://furp.org/org/communities-foundation-of-oklahoma-inc-731396320. Accessed 31 Oct. 2026.

Retrieved 2026-10-31; covers tax years 2012–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $48.7M · expenses $34.1M · assets $211.9M

EIN
73-1396320
Address
PO BOX 21210, OKLAHOMA CITY, OK 73156-1210
Website
WWW.CFOK.ORG
NTEE code
T30J
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
June 1992 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Donor-advised funds
Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
Cross-check
ProPublica Nonprofit Explorer

Mission

SERVE PHILANTHROPIC NEEDS OF ALL OF OKLAHOMA.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

4 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Teresa Rose EXECUTIVE DIRECTOR2023-2024 $275,721$523,566 21
Kelly Farrow CHIEF OPERATING OFFICER2024 $112,191$112,191 1
Teresa Rose-Crook (former) EXECUTIVE DIRECTOR2017-2022 $215,652$792,619 14
Travis Warman (former) CHIEF FINANCIAL OFFICER2023 $108,152$108,152 1

Officers and directors, no compensation reported

29 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Mark Gish TREASURER2019-2024 1 $0 reported 1
Richard Ratcliffe CHAIR2012-2024 1 $0 reported 1
Db Green Iii VICE-CHAIR2021-2024 1 $0 reported 1
Leslie Rainbolt DIRECTOR2023-2024 1 $0 reported 1
Bill Buckles DIRECTOR2021-2024 1 $0 reported 1
Heather Burrage DIRECTOR2023-2024 1 $0 reported 1
Tom Mccasland Iii SECRETARY2012-2024 1 $0 reported 5
Scott Martin DIRECTOR2023-2024 1 $0 reported 1
Michael Woods DIRECTOR2024 1 $0 reported 1
Casey Bell DIRECTOR2024 1 $0 reported 1
James Stuart (former) DIRECTOR2021-2023 1 $0 reported 1
David Rainbolt (former) DIRECTOR2019-2022 1 $0 reported 26
Leslie Rainbolt-Forbes (former) SECRETARY2012-2022 1 $0 reported 1
Tripp Hall (former) DIRECTOR2013-2022 1 $0 reported 1
Susan Paddock (former) DIRECTOR2019-2022 1 $0 reported 1
Roberta Burrage (former) DIRECTOR2014-2021 1 $0 reported 1
Jim Stuart (former) CHAIR2015-2020 1 $0 reported 1
Db Green (former) VICE-CHAIR2015-2020 1 $0 reported 1
Toney Stricklin (former) DIRECTOR2019-2020 1 $0 reported 1
Mary Jenkins (former) CHAIR2012-2018 1 $0 reported 1
Richard Ryerson (former) VICE CHAIR2012-2018 1 $0 reported 1
Bill Burgess (former) DIRECTOR2012-2018 1 $0 reported 4
Jim Hall Iii (former) DIRECTOR2017-2018 1 $0 reported 1
Randy Macon (former) CHIEF OPERATIONS OFFICER2014-2017 34 $0 reported 1
Tipp Hall (former) DIRECTOR2014 1 $0 reported 1
April Stobbe (former) DIRECTOR2012-2014 1 $0 reported 1
Susan Graves (former) EXECUTIVE DIRECTOR2012-2014 30 $0 reported 1
Jimmy Cooper (former) VICE CHAIRMA2012-2013 1 $0 reported 1
Laurie Fuller (former) DIRECTOR2012-2013 1 $0 reported 1

People by year

2024 · 12 people listed · 2 paid, $388K · 19 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERESA ROSE EXECUTIVE DIRECTOR40 $257,800$0$17,921 $275,72121
KELLY FARROW CHIEF OPERATING OFFICER40 $103,643$0$8,548 $112,1911
RICHARD RATCLIFFE CHAIR1 $0$0$0 $01
DB GREEN III VICE-CHAIR1 $0$0$0 $01
MARK GISH TREASURER1 $0$0$0 $01
TOM MCCASLAND III SECRETARY1 $0$0$0 $05
BILL BUCKLES DIRECTOR1 $0$0$0 $01
HEATHER BURRAGE DIRECTOR1 $0$0$0 $01
LESLIE RAINBOLT DIRECTOR1 $0$0$0 $01
SCOTT MARTIN DIRECTOR1 $0$0$0 $01
MICHAEL WOODS DIRECTOR1 $0$0$0 $01
CASEY BELL DIRECTOR1 $0$0$0 $01
2023 · 11 people listed · 2 paid, $356K · 19 employees · 21 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERESA ROSE EXECUTIVE DIRECTOR40 $234,275$0$13,570 $247,84521
TRAVIS WARMAN CHIEF FINANCIAL OFFICER40 $105,000$0$3,152 $108,1521
MARK GISH CHAIR1 $0$0$0 $01
RICHARD RATCLIFFE VICE-CHAIR1 $0$0$0 $01
DB GREEN III TREASURER1 $0$0$0 $01
LESLIE RAINBOLT SECRETARY1 $0$0$0 $01
BILL BUCKLES DIRECTOR1 $0$0$0 $01
HEATHER BURRAGE DIRECTOR1 $0$0$0 $01
TOM MCCASLAND III DIRECTOR1 $0$0$0 $05
SCOTT MARTIN DIRECTOR1 $0$0$0 $01
JAMES STUART DIRECTOR1 $0$0$0 $01
2022 · 11 people listed · 1 paid, $216K · 26 employees · 19 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERESA ROSE CROOK EXECUTIVE DIRECTOR40 $205,567$0$10,085 $215,65214
MARK GISH CHAIR1 $0$0$0 $01
RICHARD RATCLIFFE VICE-CHAIR1 $0$0$0 $01
DB GREEN III TREASURER1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
BILL BUCKLES DIRECTOR1 $0$0$0 $01
TRIPP HALL DIRECTOR1 $0$0$0 $01
TOM MCCASLAND III DIRECTOR1 $0$0$0 $05
SUSAN PADDOCK DIRECTOR1 $0$0$0 $01
JAMES STUART DIRECTOR1 $0$0$0 $01
DAVID RAINBOLT DIRECTOR1 $0$0$0 $026
2021 · 12 people listed · 1 paid, $229K · 12 employees · 33 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERESA ROSE CROOK EXECUTIVE DIRECTOR40 $219,100$0$9,617 $228,71714
MARK GISH CHAIR1 $0$0$0 $01
RICHARD RATCLIFFE VICE-CHAIR1 $0$0$0 $01
DB GREEN III TREASURER1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
BILL BUCKLES DIRECTOR1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
TRIPP HALL DIRECTOR1 $0$0$0 $01
TOM MCCASLAND III DIRECTOR1 $0$0$0 $05
SUSAN PADDOCK DIRECTOR1 $0$0$0 $01
JAMES STUART DIRECTOR1 $0$0$0 $01
DAVID RAINBOLT DIRECTOR1 $0$0$0 $026
2020 · 12 people listed · 1 paid, $176K · 10 employees · 36 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERESA ROSE CROOK EXECUTIVE DIRECTOR40 $167,708$0$8,238 $175,94614
JIM STUART CHAIR1 $0$0$0 $01
DB GREEN VICE-CHAIR1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
TRIPP HALL DIRECTOR1 $0$0$0 $01
TONEY STRICKLIN DIRECTOR1 $0$0$0 $01
MARK GISH DIRECTOR1 $0$0$0 $01
SUSAN PADDOCK DIRECTOR1 $0$0$0 $01
RICHARD RATCLIFFE DIRECTOR1 $0$0$0 $01
DAVID RAINBOLT DIRECTOR1 $0$0$0 $026
2019 · 12 people listed · 1 paid, $172K · 8 employees · 36 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TERESA ROSE CROOK EXECUTIVE DIRECTOR40 $163,267$0$9,037 $172,30414
JIM STUART CHAIR1 $0$0$0 $01
DB GREEN VICE-CHAIR1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
TRIPP HALL DIRECTOR1 $0$0$0 $01
TONEY STRICKLIN DIRECTOR1 $0$0$0 $01
MARK GISH DIRECTOR1 $0$0$0 $01
SUSAN PADDOCK DIRECTOR1 $0$0$0 $01
RICHARD RATCLIFFE DIRECTOR1 $0$0$0 $01
DAVID RAINBOLT DIRECTOR1 $0$0$0 $026
2018 · 10 people listed · none paid · 0 employees · 37 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARY JENKINS CHAIR1 $0$0$0 $01
RICHARD RYERSON VICE CHAIR1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
JIM HALL III DIRECTOR1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
DB GREEN DIRECTOR1 $0$0$0 $01
JIM STUART DIRECTOR1 $0$0$0 $01
TERESA ROSE CROOK EXECUTIVE DIRECTOR34 $0$0$0 $014
2017 · 11 people listed · none paid · 0 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DB GREEN DIRECTOR1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
JIM STUART DIRECTOR1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
RICHARD RYERSON VICE CHAIR1 $0$0$0 $01
MARY JENKINS CHAIR1 $0$0$0 $01
TERESA ROSE CROOK EXECUTIVE DIRECTOR34 $0$0$0 $014
JIM HALL III DIRECTOR1 $0$0$0 $01
RANDY MACON CHIEF OPERATIONS OFFICER34 $0$0$0 $01
2016 · 10 people listed · none paid · 0 employees · 99 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRIPP HALL DIRECTOR1 $0$0$0 $01
DB GREEN DIRECTOR1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
JIM STUART DIRECTOR1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRATARY1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
RICHARD RYERSON VICE CHAIR1 $0$0$0 $01
MARY JENKINS CHAIR1 $0$0$0 $01
RANDY MACON EXECUTIVE DIRECTOR33 $0$0$0 $01
2015 · 10 people listed · none paid · 0 employees · 99 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRIPP HALL DIRECTOR1 $0$0$0 $01
DB GREEN DIRECTOR1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
JIM STUART DIRECTOR1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRATARY1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
RICHARD RYERSON VICE CHAIR1 $0$0$0 $01
MARY JENKINS CHAIR1 $0$0$0 $01
RANDY MACON EXECUTIVE DIRECTOR33 $0$0$0 $01
2014 · 10 people listed · none paid · 0 employees · 102 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TIPP HALL DIRECTOR1 $0$0$0 $01
APRIL STOBBE DIRECTOR1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
ROBERTA BURRAGE DIRECTOR1 $0$0$0 $01
TOM MCCASLAND III TREASURER1 $0$0$0 $05
RICHARD RYERSON VICE CHAIR1 $0$0$0 $01
MARY JENKINS CHAIR1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
SUSAN GRAVES EXECUTIVE DIRECTOR30 $0$0$0 $01
RANDY MACON EXECUTIVE DIRECTOR33 $0$0$0 $01
2013 · 10 people listed · none paid · 0 employees · 103 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRIPP HALL DIRECTOR1 $0$0$0 $01
APRIL STOBBE CHAIRMAN1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
JIMMY COOPER VICE CHAIRMA1 $0$0$0 $01
LAURIE FULLER DIRECTOR1 $0$0$0 $01
TOM MCCASLAND III DIRECTOR1 $0$0$0 $05
RICHARD RYERSON DIRECTOR1 $0$0$0 $01
MARY MARKS JENKINS TREASURER1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
SUSAN GRAVES EXECUTIVE DI30 $0$0$0 $01
2012 · 10 people listed · none paid · 0 employees · 97 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RICHARD RATCLIFFE DIRECTOR1 $0$0$0 $01
APRIL STOBBE CHAIRMAN1 $0$0$0 $01
LESLIE RAINBOLT-FORBES SECRETARY1 $0$0$0 $01
JIMMY COOPER VICE CHAIRMA1 $0$0$0 $01
LAURIE FULLER DIRECTOR1 $0$0$0 $01
TOM MCCASLAND III DIRECTOR1 $0$0$0 $05
RICHARD RYERSON DIRECTOR1 $0$0$0 $01
MARY MARKS JENKINS TREASURER1 $0$0$0 $01
BILL BURGESS DIRECTOR1 $0$0$0 $04
SUSAN GRAVES EXECUTIVE DI30 $0$0$0 $01

Highest-paid independent contractors

2023 · 5 contractors · $977K
NameLocationServicePaid
VIRGINIA BASS CARLOKLAHOMA CITY, OKCCP CONTRACT EXECUTIVE DIRECTOR$221,320
W DEAN WEIDNEROKLAHOMA CITY, OKPHILANTHROPY CONSULTING$214,990
GALLION EXCAVATING CO LLCEDMOND, OKCOMMUNITY DEVELOPMENT$186,695
GLORIA JEAN GEIGEROKLAHOMA CITY, OKERAP CONSULTANTS$185,459
KATHRINE FRYYUKON, OKCCP CONTRACT CHIEF OPERATING OFFICER$168,654
2022 · 5 contractors · $1.1M
NameLocationServicePaid
BANCFIRSTOKLAHOMA CITY, OKINVESTMENT MANAGEMENT FEES$305,011
JILL GEIGER CONSULTING LLCOKLAHOMA CITY, OKERAP CONSULTANTS$218,474
GIVING WELL LLCOKLAHOMA CITY, OKCCP CONTRACT EXECUTIVE DIRECTOR$209,385
WILSHIRE CONSULTING GROUP LLCOKLAHOMA CITY, OKPARK DESIGNING & PLANNING CONSULTANTS$191,635
KATIE FRYYUKON, OKCCP CONTRACT CHIEF OPERATING OFFICER$165,040
2021 · 3 contractors · $637K
NameLocationServicePaid
BANCFIRSTOKLAHOMA CITY, OKINVESTMENT MANAGEMENT FEES$291,119
GIVING WELL LLCOKLAHOMA CITY, OKCCP CONTRACT EXECUTIVE DIRECTOR$193,435
KATIE FRYYUKON, OKCCP CONTRACT CHIEF OPERATING OFFICER$152,584
2020 · 3 contractors · $559K
NameLocationServicePaid
BANCFIRSTOKLAHOMA CITY, OKINVESTMENT MANAGEMENT FEES$270,656
GIVING WELL LLCOKLAHOMA CITY, OKCCP CONTRACT EXECUTIVE DIRECTOR$158,430
KATIE FRYYUKON, OKCCP CONTRACT CHIEF OPERATING OFFICER$130,205
2019 · 1 contractor · $229K
NameLocationServicePaid
BANCFIRSTOKLAHOMA CITY, OKINVESTMENT MANAGEMENT FEES$229,224
2018 · 2 contractors · $942K
NameLocationServicePaid
FOUNDATION MANAGEMENT INCOKLAHOMA CITY, OKMANAGEMENT SERVICES$634,309
BANCFIRSTOKLAHOMA CITY, OKPORTFOLIO MANAGEMENT$307,899
2017 · 2 contractors · $1.5M
NameLocationServicePaid
FOUNDATION MANAGEMENT INCOKLAHOMA CITY, OKMANAGEMENT SERVICES$1,121,932
BANCFIRSTOKLAHOMA CITY, OKPORTFOLIO MANAGEMENT$368,330
2016 · 2 contractors · $1.4M
NameLocationServicePaid
FOUNDATION MANAGEMENT INCOKLAHOMA CITY, OKMANAGEMENT SERVICES$995,803
BANCFIRSTOKLAHOMA CITY, OKPORTFOLIO MANAGEMENT$387,945
2015 · 2 contractors · $1.3M
NameLocationServicePaid
FOUNDATION MANAGEMENT INCOKLAHOMA CITY, OKMANAGEMENT SERVICES$960,937
BANCFIRSTOKLAHOMA CITY, OKPORTFOLIO MANAGEMENT$356,632
2014 · 2 contractors · $1.4M
NameLocationServicePaid
FOUNDATION MANANGEMENT INCOKLAHOMA CITY, OKMANAGEMENT SERVICES$984,363
BANCFIRSTOKLAHOMA CITY, OKPORTFOLIO MANAGEMENT$373,724
2013 · 2 contractors · $1.3M
NameLocationServicePaid
FOUNDATION MANAGEMENT INCMANAGEMENT$884,624
BANCFIRSTPORTFOLIO MANAG$372,922
2012 · 2 contractors · $1.2M
NameLocationServicePaid
FOUNDATION MANAGEMENT INCOKLAHOMA CITY, OKMANAGEMENT$771,622
BANCFIRSTOKLAHOMA CITY, OKPORTFOLIO MANAG$411,649

Other organizations that listed this one among their highest-paid independent contractors. Contractor lists give no EIN, so these are matched on name and address; check the filing.

YearPaid byServicePaidFiling
2016CITY OF MUSKOGEE FOUNDATIONMANAGEMENT SERVICE-view vendor page
2015CITY OF MUSKOGEE FOUNDATIONMANAGEMENT SERVICE-view vendor page
2014CITY OF MUSKOGEE FOUNDATIONMANAGEMENT SERVICE$416,661view vendor page
2013CITY OF MUSKOGEE FOUNDATIONMANAGEMENT SERVICE$398,302view vendor page
2012CITY OF MUSKOGEE FOUNDATIONMANAGEMENT SERVICE$365,794view vendor page
2011CITY OF MUSKOGEE FOUNDATIONMANAGEMENT SERVICE$339,960view vendor page

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 314 grants to organizations · $25.5M

Listed grants add up to $25,477,504; the return's “grants paid” expense line says $29,312,186. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 268 grants to organizations · $17.6M

Listed grants add up to $17,626,012; the return's “grants paid” expense line says $19,142,433. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 276 grants to organizations · $29.5M

Listed grants add up to $29,475,827; the return's “grants paid” expense line says $108,772,468. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 257 grants to organizations · $29.3M

Listed grants add up to $29,312,247; the return's “grants paid” expense line says $233,024,688. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 230 grants to organizations · $7.9M

Listed grants add up to $7,932,618; the return's “grants paid” expense line says $62,488,136. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 200 grants to organizations · $8.2M

Listed grants add up to $8,166,516; the return's “grants paid” expense line says $9,305,367. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 150 grants to organizations · $6.0M

Listed grants add up to $6,025,032; the return's “grants paid” expense line says $8,612,935. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 147 grants to organizations · $9.7M

Listed grants add up to $9,656,319; the return's “grants paid” expense line says $12,451,378. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 176 grants to organizations · $6.2M

Listed grants add up to $6,214,367; the return's “grants paid” expense line says $8,407,906. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 113 grants to organizations · $4.6M

Listed grants add up to $4,579,626; the return's “grants paid” expense line says $8,081,290. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 154 grants to organizations · $11.7M

Listed grants add up to $11,659,323; the return's “grants paid” expense line says $12,853,587. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 1 grant to organizations · $8.1M

Listed grants add up to $8,136,476; the return's “grants paid” expense line says $9,716,576. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 1 grant to organizations · $6.4M

Listed grants add up to $6,355,233; the return's “grants paid” expense line says $8,128,485. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$48,694,890$34,115,649 $211,919,832$208,233,823 $35,578,442$288,950 $421,1111910
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$38,480,729$27,847,738 $204,013,681$186,517,632 $30,374,740$649,855 $261,9411921
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$142,717,974$123,435,469 $195,567,308$165,542,652 $133,044,365$237,328 $239,0732619
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$262,928,219$241,646,483 $167,077,976$137,805,766 $254,745,204$237,491 $240,3551233
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$76,729,791$67,000,407 $155,793,943$138,923,564 $67,258,231$214,337 $187,4861036
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$15,673,985$10,442,320 $112,125,645$108,320,307 $11,700,586$274,302 $183,272836
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$14,394,922$9,995,339 $108,861,385$104,841,924 $9,360,466$474,206 $88,623037
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$14,042,218$14,014,042 $103,349,856$99,257,378 $9,438,581$680,891 $00100
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$11,284,250$9,926,180 $101,005,035$96,674,680 $8,623,326$654,957 $0099
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$13,854,321$9,509,604 $92,261,882$88,249,084 $8,028,623$887,819 $0099
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$19,879,006$14,591,957 $92,391,641$88,290,939 $11,026,982$0 $00102
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$16,267,011$11,270,182 $93,314,778$88,854,364 $10,796,091$0 -0103
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$13,191,854$9,579,534 $81,226,418$77,243,986 $8,222,313$0 -097

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

92 grantors reported grants to this organization, $58,125,666 in all, tax years 2010 to 2025; the 25 largest shown (all 92). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor Exact 2021, 2024 2$14,388,090 2024$7,424,360
show
SERVANT FOUNDATION DAF sponsor Exact 2018, 2020-2024 6$5,321,000 2024$28,000
show
BURTON FOUNDATION INC Private foundation Fuzzy filed as “COMMUNITIES FOUNDATION OF OKLAHOMA” 2011-2012, 2014-2015, 2017-2020 19$5,248,585 2020$322,500
show
KATHERINE WELLS MACMILLAN FOUNDATION Private foundation Fuzzy filed as “COMMUNITIES FOUNDATION OF OKLAHOMA” 2022, 2024 2$4,000,000 2024$1,000,000
show
DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATION Public charity Exact 2012-2024 13$3,974,895 2024$798,478
show
THE MORE FOUNDATION Public charity Exact 2010-2013, 2015-2025 15$3,455,401 2025$108,000
show
SMART START CENTRAL OKLAHOMA INC Public charity Exact 2011-2015 5$3,119,684 2015$496,693
show
AVEDIS FOUNDATION Private foundation Exact 2015, 2020-2024 9$2,925,000 2024$500,000
show
MCLAUGHLIN FAMILY FOUNDATION INC Private foundation Fuzzy filed as “COMMUNITIES FOUNDATION OF OKLAHOMA” 2019 1$2,839,000 2019$2,839,000
show
Give It Away Foundation Private foundation Fuzzy filed as “Communities Foundation of Oklahoma” 2014-2015, 2018 3$1,852,302 2018$11,391
show
MERLE CHAMBERS FUND Private foundation Fuzzy filed as “Communities Foundation of Oklahoma”, “COMMUNITIES FOUNDATION OF OKLAHOMA” 2018, 2020-2024 8$1,200,000 2024$550,000
show
DONOR ADVISED CHARITABLE GIVING DAF sponsor Exact 2014, 2022-2024 4$941,967 2024$738,917
show
ANDREW W MELLON FOUNDATION Private foundation Fuzzy filed as “COMMUNITIES FOUNDATION OF OKLAHOMA” 2023 1$850,000 2023$850,000
show
E L AND THELMA GAYLORD FOUNDATION Private foundation Fuzzy filed as “COMMUNITIES FOUNDATION OF OKLAHOMA” 2021-2022, 2024 3$695,000 2024$520,000
show
OKLAHOMA CITY COMMUNITY FOUNDATION INC DAF sponsor Exact 2018, 2022-2024 4$594,431 2024$150,000
show
CITY OF MUSKOGEE FOUNDATION Public charity Exact 2017-2018 2$573,520 2018$293,760
show
TAHLEQUAH AREA COMMUNITY CHARITABLE FOUNDATION UA 05272003 Private foundation Fuzzy filed as “COMMUNITIES FOUNDATION OF OKLAHOMA” 2020-2025 6$507,025 2025$81,326
show
INASMUCH FOUNDATION Private foundation Fuzzy filed as “COMMUNITIES FOUNDATION OF OKLAHOMA” 2020-2021, 2023 9$486,867 2023$867
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2017-2024 8$468,663 2024$91,524
show
THOMAS N LYNN INSTITUTE FOR HEALTHCARE RESEARCH INC Private foundation Exact 2021, 2024 2$444,485 2024$11,485
show
BROWNING - KIMBALL FOUNDATION Private foundation Fuzzy filed as “COMMUNITIES FOUNDATION OF OKLAHOMA” 2016-2017 2$410,000 2017$245,000
show
SIGNATRY CHARITABLE TRUST DAF sponsor Exact 2024 1$407,000 2024$407,000
show
AVEM RURAL AMERICA FOUNDATION Private foundation Fuzzy filed as “COMMUNITIES FOUNDATION OF OKLAHOMA INC” 2022, 2024 2$350,000 2024$50,000
show
DUNCAN REGIONAL HOSPITAL INC Public charity Exact 2014 1$250,000 2014$250,000
show
OGE ENERGY FOUNDATION INC Private foundation Fuzzy filed as “Communities Foundation of Oklahoma”, “COMMUNITIES FOUNDATION OF OKLAHOMA” 2022-2024 3$227,500 2024$52,500
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
GREATER HARTFORD COMMUNITY FOUNDATION INCCTT30 $42,886,197$42,193,205 EXECUTIVE DIRECTOR/SECRETARY$687,110 Same NTEE code T30, revenue within 2x, similar name
NEMA FOUNDATION INCFLT30 $30,496,474$28,964,351 DIRECTOR/PRE$175,000 Same NTEE code T30, revenue within 2x
AMARILLO AREA FOUNDATION INCTXT30 $26,310,718$29,471,236 PAST PRESIDENT & CEO$397,108 Same NTEE code T30, revenue within 2x
SOUTH DAKOTA COMMUNITY FOUNDATIONSDT30 $60,086,934$45,227,892 President$509,618 Same NTEE code T30, revenue within 2x
APPALACHIAN COMMUNITY CAPITAL DEVELOPMENT FOUNDATIONVAT30 $52,094,798$52,065,120 PRESIDENT & CEO$418,715 Same NTEE code T30, revenue within 2x
COMMUNITY INITIATIVESCAT30 $86,764,695$89,142,542 CEO$464,836 Same NTEE code T30, revenue within 2x
MIDWAY USA FOUNDATION INCMOT30 $36,186,941$16,452,364 EXECUTIVE DIRECTOR$217,567 Same NTEE code T30, revenue within 2x
CHAPEL & YORK US FOUNDATION INCNYT30 $44,828,076$42,351,584 PRESIDENT/DIRECTOR$0 Same NTEE code T30, revenue within 2x
COMMUNITY TRUST OF UTAHUTT30 $40,980,341$33,391,712 Vice President$0 Same NTEE code T30, revenue within 2x
THE ALBERTSONS COMPANIES FOUNDATIONCAT30 $69,774,214$64,363,571 PRESIDENT & EXEC. DIR.$0 Same NTEE code T30, revenue within 2x
THE NEW HORIZONS FOUNDATION INCCOT30 $68,690,282$50,788,577 CFO & Corporate Secretary$178,477 Same NTEE code T30, revenue within 2x
LICKING COUNTY FOUNDATIONOHT30 $44,601,344$7,678,147 PRESIDENT$162,042 Same NTEE code T30, revenue within 2x
JUPITER MEDICAL CENTER FOUNDATION INCFLT30 $69,231,671$28,083,213 CURRENT JMC PRESIDENT / FORMER INTERIM JMCF PRESIDENT$2,236,730 Same NTEE code T30, revenue within 2x
COLLEGE FOUNDATION OF THE UNIVERSITY OF VIRGINIAVAT30 $46,909,365$20,425,397 FOUNDATION PRESIDENT$444,359 Same NTEE code T30, revenue within 2x
CO-IMPACT PHILANTHROPIC FUNDS INCNYT30 $41,341,748$84,892,538 CEO & BOARD MEMBER (NON-VOTING)$589,262 Same NTEE code T30, revenue within 2x
KNIGHTS OF COLUMBUS CHARITABLE FUND INCCTT30 $85,542,892$82,558,043 CHAIRMAN$0 Same NTEE code T30, revenue within 2x
GRAND ACTION FOUNDATION 2 0MIT30 $49,208,375$71,460,181 EXECUTIVE DIRECTOR$227,826 Same NTEE code T30, revenue within 2x
W W CARUTH JR FOUNDATIONTXT30 $33,660,755$33,225,033 TRUSTEE$4,251,275 Same NTEE code T30, revenue within 2x
GARY SINISE FOUNDATIONTNT30 $85,518,656$82,713,579 EXECUTIVE DIRECTOR$490,855 Same NTEE code T30, revenue within 2x
THE HORMEL FOUNDATIONMNT30 $40,078,641$37,931,759 Director$954,359 Same NTEE code T30, revenue within 2x
JERUSALEM FOUNDATIONT30 $52,102,000$43,040,000 President$239,613 Same NTEE code T30, revenue within 2x
WELL-SPRING FOUNDATIONNCT30 $24,984,519$1,571 PRESIDENT$711,026 Same NTEE code T30, revenue within 2x
DALLAS CENTER FOR THE PERFORMING ARTS FOUNDATION INCTXT30 $83,591,836$36,082,561 PRESIDENT & CEO$600,258 Same NTEE code T30, revenue within 2x
UNIVERSITY OF LOUISVILLE REAL ESTATE FOUNDATIONKYT30 $34,399,947$34,431,897 EXECUTIVE DIRECTOR & COO$342,659 Same NTEE code T30, revenue within 2x
ROSWELL PARK ALLIANCE FOUNDATIONNYT30 $32,932,684$34,090,572 Executive Director/Senior Vice President$511,973 Same NTEE code T30, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$299,256,711406 612016–2024 CITY FUND; TIPPING POINT COMMUNITY; PRATHAM USA; UNIVERSITY OF CINCINNATI FOUNDATION and 57 more
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$177,673,223409 602014–2024 TIPPING POINT COMMUNITY; FOCUSING PHILANTHROPY INC; JEFFERSON SCHOLARS FOUNDATION; UNIVERSITY OF CINCINNATI FOUNDATION and 56 more
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor$175,496,702121 242010–2024 CITY FUND; COMMUNITY INITIATIVES; CAPITAL FOR GOOD USA; TIPPING POINT COMMUNITY and 20 more
NATIONAL PHILANTHROPIC TR DAF sponsor$112,682,080253 462014–2024 THE MIAMI FOUNDATION INC; TIPPING POINT COMMUNITY; YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER CINCINNATI; HARLEM RBI INCORPORATED and 42 more
TULSA COMMUNITY FOUNDATION funds this one DAF sponsor$89,832,61325 62012–2024 MIDWAY USA FOUNDATION INC; JEFFERSON SCHOLARS FOUNDATION; COLLEGE FOUNDATION OF THE UNIVERSITY OF VIRGINIA; JGIVE-FRIENDS OF ASOR FUND USA INC and 2 more
VANGUARD CHARITABLE ENDOWMENT PROGRAM funds this one DAF sponsor$81,278,431143 372020–2024 NATIONAL CHARITABLE ENDOWMENT INC; FOCUSING PHILANTHROPY INC; TIPPING POINT COMMUNITY; JUPITER MEDICAL CENTER FOUNDATION INC and 33 more
JOHN S AND JAMES L KNIGHT FOUNDATION INC Private foundation$48,423,726138 42010–2016 THE MIAMI FOUNDATION INC; SOUTH DAKOTA COMMUNITY FOUNDATION; COMMUNITY INITIATIVES; JEFFERSON SCHOLARS FOUNDATION
GATES FOUNDATION Private foundation$46,417,35140 92010–2024 CO-IMPACT PHILANTHROPIC FUNDS INC; CITY FUND; COMMUNITY INITIATIVES; AMARILLO AREA FOUNDATION INC and 5 more
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor$44,570,730129 282017–2024 CITY FUND; THE GOOD NATION FOUNDATION INC; TIPPING POINT COMMUNITY; COMMUNITY INITIATIVES and 24 more
GREATER CINCINNATI FOUNDATION DAF sponsor$42,637,371193 82010–2024 UNIVERSITY OF CINCINNATI FOUNDATION; JOHNSON CHARITABLE GIFT FUND; YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER CINCINNATI; GRAND TETON NATIONAL PARK FOUNDATION and 4 more
NATIONAL CHRISTIAN CHARITABLE FOUNDATION funds this one DAF sponsor$40,825,676148 342012–2024 NEMA FOUNDATION INC; THE NEW HORIZONS FOUNDATION INC; COMMUNTIY FOUNDATION OF THE HOLLAND ZEELAND AREA; KNIGHTS OF COLUMBUS CHARITABLE FUND INC and 30 more
JOHN D & CATHERINE T MACARTHUR FOUNDATION Private foundation$38,868,84846 62010–2024 THE MIAMI FOUNDATION INC; COMMUNITY INITIATIVES; PRATHAM USA; COMMUNITY FOUNDATION FOR THE LAND OF LINCOLN INC and 2 more
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$37,888,145243 582019–2025 PRATHAM USA; THE RED SOX FOUNDATION INC; GARY SINISE FOUNDATION; ST BALDRICKS FOUNDATION INC and 54 more
CHARLES AND HELEN SCHWAB FOUNDATION Private foundation$36,368,84710 22016–2024 TIPPING POINT COMMUNITY; CITY FUND
ROCKEFELLER FOUNDATION Private foundation$35,415,17522 52015–2024 CO-IMPACT PHILANTHROPIC FUNDS INC; THE MIAMI FOUNDATION INC; COMMUNITY INITIATIVES; CHAUTAUQUA FOUNDATION INC and 1 more

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $34,115,649 spent · pay $3,058,739 · grants $29,312,186 · events $28,079
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $27,848,159$27,848,159-- 81.6%
Other salaries and wages $2,439,491$2,183,700$246,335$9,456 7.2%
Grants to US individuals $1,464,027$1,464,027-- 4.3%
Fees: management $520,168$520,168-- 1.5%
Pay: officers, directors, trustees, key employees $421,111$317,901$99,331$3,879 1.2%
Fees: investment management $402,747-$402,747- 1.2%
Fees: other services $210,390$210,390-- 0.6%
Occupancy $146,443$40,856$105,587- 0.4%
Information technology $144,858$56,641$88,217- 0.4%
Payroll taxes $99,536$75,068$23,548$920 0.3%
Other employee benefits $98,601$74,435$23,258$908 0.3%
Fees: accounting $63,848$25,000$38,848- 0.2%
Insurance $61,164$5,158$56,006- 0.2%
All other expenses $36,970-$36,970- 0.1%
Advertising and promotion $32,482$703-$31,779 0.1%
Other (as described)STAFF DEVELOPMENT $30,272-$30,272- 0.1%
Office expenses $29,579$1,132$28,447- 0.1%
Conferences, conventions and meetings $21,957$3,028$18,929- 0.1%
Travel $16,087$827$15,260- 0.0%
Depreciation and depletion $15,055-$15,055- 0.0%
Other (as described) EventEVENTS $6,122$3,284$2,838- 0.0%
Other (as described)OETT PROGRAM EXPENSE $3,969$3,969-- 0.0%
Fees: legal $2,582-$2,582- 0.0%
Other (as described)BANK FEES $31$31-- 0.0%
Total$34,115,649100%

View the filing

2023 · Form 990 · $27,847,738 spent · pay $5,336,483 · grants $19,142,433 · events $17,601
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $17,626,012$17,626,012-- 63.3%
Other salaries and wages $4,923,064$4,632,025$281,252$9,787 17.7%
Fees: other services $1,559,217$1,522,512$36,705- 5.6%
Grants to US individuals $1,516,421$1,516,421-- 5.4%
Fees: management $548,337$548,337-- 2.0%
Fees: investment management $459,423-$459,423- 1.6%
Pay: officers, directors, trustees, key employees $261,941$192,775$66,497$2,669 0.9%
Occupancy $205,106$108,138$96,968- 0.7%
Information technology $192,384$99,909$92,475- 0.7%
Fees: accounting $93,355-$93,355- 0.3%
Payroll taxes $85,425$62,697$21,851$877 0.3%
Other employee benefits $66,053$48,539$16,838$676 0.2%
Advertising and promotion $62,933$27,583-$35,350 0.2%
Insurance $60,855$6,494$54,361- 0.2%
Office expenses $52,832$1,740$51,092- 0.2%
Other (as described)PENALTIES AND FEES $24,944-$24,944- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $23,283$46$23,237- 0.1%
Depreciation and depletion $19,501-$19,501- 0.1%
Fees: legal $17,888$17,888-- 0.1%
Other (as described)STAFF DEVELOPMENT $17,385-$17,385- 0.1%
Travel $13,221$1,581$11,640- 0.0%
Conferences, conventions and meetings $12,018$827$11,191- 0.0%
Other (as described) EventEVENTS $5,583$4,537$1,046- 0.0%
All other expenses $557$258$299- 0.0%
Total$27,847,738100%

View the filing

2022 · Form 990 · $123,435,469 spent · pay $12,611,623 · grants $108,772,468 · events $203,669
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $62,359,657$62,359,657-- 50.5%
Grants to US individuals $46,412,811$46,412,811-- 37.6%
Other salaries and wages $12,172,672$11,998,650$164,014$10,008 9.9%
Fees: other services $520,648$206,602$314,046- 0.4%
Fees: investment management $361,526-$361,526- 0.3%
Occupancy $245,395$99,024$146,371- 0.2%
Pay: officers, directors, trustees, key employees $239,073$196,427$40,194$2,452 0.2%
Information technology $231,971$10,947$221,024- 0.2%
Other (as described) EventEVENTS $164,646-$164,646- 0.1%
Advertising and promotion $139,502--$139,502 0.1%
Other employee benefits $110,854$91,080$18,637$1,137 0.1%
Payroll taxes $89,024$73,144$14,967$913 0.1%
Office expenses $85,162$9,836$75,326- 0.1%
Fees: accounting $59,275-$59,275- 0.0%
Insurance $46,396-$46,396- 0.0%
Fees: legal $41,125$41,125-- 0.0%
Conferences, conventions and meetings $39,023-$39,023- 0.0%
Other (as described)STAFF DEVELOPMENT $38,843-$38,843- 0.0%
Depreciation and depletion $23,890-$23,890- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $20,531-$20,531- 0.0%
Travel $13,041-$13,041- 0.0%
Other (as described)BANK FEES $10,880$10,880-- 0.0%
All other expenses $9,524$7,910$1,614- 0.0%
Total$123,435,469100%

View the filing

2021 · Form 990 · $241,646,483 spent · pay $7,411,870 · grants $233,024,688 · events $30,716
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $199,227,997$199,227,997-- 82.4%
Grants to US organizations and governments $33,796,691$33,796,691-- 14.0%
Other salaries and wages $6,987,677$6,823,418$164,259- 2.9%
Fees: other services $413,054$230,988$182,066- 0.2%
Fees: investment management $298,104-$298,104- 0.1%
Pay: officers, directors, trustees, key employees $240,355$204,302$24,035$12,018 0.1%
Occupancy $166,385$69,352$97,033- 0.1%
Other employee benefits $93,493$76,597$16,424$472 0.0%
Payroll taxes $90,345$74,229$15,189$927 0.0%
Advertising and promotion $66,754--$66,754 0.0%
Information technology $66,113$3,540$62,573- 0.0%
Office expenses $43,979$13,413$30,566- 0.0%
Insurance $28,380-$28,380- 0.0%
Fees: accounting $27,351-$27,351- 0.0%
Depreciation and depletion $24,196-$24,196- 0.0%
Conferences, conventions and meetings $18,884-$18,884- 0.0%
Travel $16,348$16,348-- 0.0%
Other (as described)STAFF DEVELOPMENT $14,093$400$13,693- 0.0%
Other (as described) EventEVENTS $11,832-$11,832- 0.0%
Other (as described)BANK FEES $7,780$7,780-- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $3,277-$3,277- 0.0%
Fees: legal $2,937-$2,937- 0.0%
All other expenses $458-$458- 0.0%
Total$241,646,483100%

View the filing

2020 · Form 990 · $67,000,407 spent · pay $3,883,512 · grants $62,488,136 · events $1,605
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $54,392,567$54,392,567-- 81.2%
Grants to US organizations and governments $8,095,569$8,095,569-- 12.1%
Other salaries and wages $3,607,516$3,549,482$58,034- 5.4%
Fees: investment management $270,656-$270,656- 0.4%
Pay: officers, directors, trustees, key employees $187,486$159,363$18,749$9,374 0.3%
Occupancy $106,193$76,360$29,833- 0.2%
Fees: other services $87,532$75,544$11,988- 0.1%
Information technology $55,573$41,629$13,944- 0.1%
Payroll taxes $44,493$38,400$5,468$625 0.1%
Other employee benefits $44,017$38,340$5,637$40 0.1%
Fees: accounting $28,937-$28,937- 0.0%
Insurance $22,926$18,190$4,736- 0.0%
Depreciation and depletion $21,111$20,267$844- 0.0%
Office expenses $20,598$17,096$3,502- 0.0%
Other (as described)STAFF DEVELOPMENT $4,902$4,033$869- 0.0%
Other (as described)OETT PROGRAM EXPENSES $2,908$2,908-- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $2,018$832$1,186- 0.0%
Conferences, conventions and meetings $1,605-$1,605- 0.0%
Advertising and promotion $1,220$1,041-$179 0.0%
Travel $971$971-- 0.0%
Other (as described)BANK FEES $952-$952- 0.0%
All other expenses $497-$497- 0.0%
Fees: legal $160$126$34- 0.0%
Total$67,000,407100%

View the filing

2019 · Form 990 · $10,442,320 spent · pay $529,703 · grants $9,305,367 · events $2,389
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $8,660,925$8,660,925-- 82.9%
Grants to US individuals $644,442$644,442-- 6.2%
Other salaries and wages $318,871$195,133$117,741$5,997 3.1%
Fees: investment management $229,224-$229,224- 2.2%
Pay: officers, directors, trustees, key employees $183,272$112,153$67,672$3,447 1.8%
Office expenses $117,507-$117,507- 1.1%
Fees: other services $107,751$64,650$43,101- 1.0%
Information technology $47,288-$47,288- 0.5%
Other employee benefits $27,560$16,866$10,176$518 0.3%
Fees: accounting $27,118-$27,118- 0.3%
Insurance $23,345-$23,345- 0.2%
Depreciation and depletion $15,299-$15,299- 0.1%
Advertising and promotion $9,879--$9,879 0.1%
Travel $9,512$9,512-- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $7,945-$7,945- 0.1%
Other (as described)BUSINESS ENTERTAINMENT $4,611-$4,611- 0.0%
Other (as described)STAFF DEVELOPMENT $3,344-$3,344- 0.0%
Conferences, conventions and meetings $2,389-$2,389- 0.0%
Other (as described)OETT PROGRAM EXPENSES $1,518$1,518-- 0.0%
Fees: legal $520-$520- 0.0%
Total$10,442,320100%

View the filing

2018 · Form 990 · $9,995,339 spent · pay $248,699 · grants $8,612,935 · events $5,209
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $7,460,392$7,460,392-- 74.6%
Grants to US individuals $1,152,543$1,152,543-- 11.5%
Fees: management $634,309$460,732$141,862$31,715 6.3%
Fees: investment management $307,899-$307,899- 3.1%
Other salaries and wages $154,494$95,667$55,901$2,926 1.5%
Pay: officers, directors, trustees, key employees $88,623$54,877$32,067$1,679 0.9%
Fees: other services $52,010-$52,010- 0.5%
Information technology $42,897-$42,897- 0.4%
Fees: accounting $27,427-$27,427- 0.3%
Office expenses $23,287-$23,287- 0.2%
Insurance $20,376-$20,376- 0.2%
Other (as described)DUES AND SUBSCRIPTIONS $6,750-$6,750- 0.1%
Advertising and promotion $6,400--$6,400 0.1%
Other employee benefits $5,582$3,457$2,020$105 0.1%
Conferences, conventions and meetings $5,209-$5,209- 0.1%
Travel $3,022$3,022-- 0.0%
Other (as described)BUSINESS ENTERTAINMENT $1,540-$1,540- 0.0%
Other (as described)STAFF DEVELOPMENT $1,414-$1,414- 0.0%
Fees: legal $1,165-$1,165- 0.0%
Total$9,995,339100%

View the filing

2017 · Form 990 · $14,014,042 spent · pay $0 · grants $12,451,378 · events $1,914
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $11,440,178$11,440,178-- 81.6%
Fees: management $1,121,932$841,449$224,386$56,097 8.0%
Grants to US individuals $1,011,200$1,011,200-- 7.2%
Fees: investment management $368,330-$368,330- 2.6%
Information technology $24,160-$24,160- 0.2%
Fees: accounting $23,701-$23,701- 0.2%
Insurance $17,905-$17,905- 0.1%
Fees: legal $3,051-$3,051- 0.0%
Conferences, conventions and meetings $1,914-$1,914- 0.0%
Advertising and promotion $918--$918 0.0%
Office expenses $388-$388- 0.0%
Other (as described)DUES AND SUBSCRIPTIONS $365-$365- 0.0%
Total$14,014,042100%

View the filing

2016 · Form 990 · $9,926,180 spent · pay $0 · grants $8,407,906 · events $10,117
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $6,982,358$6,982,358-- 70.3%
Grants to US individuals $1,425,548$1,425,548-- 14.4%
Fees: management $995,803$746,852$199,161$49,790 10.0%
Fees: investment management $387,945-$387,945- 3.9%
Information technology $50,917-$50,917- 0.5%
Fees: accounting $28,535-$28,535- 0.3%
Advertising and promotion $23,723--$23,723 0.2%
Insurance $14,592-$14,592- 0.1%
Conferences, conventions and meetings $10,117-$10,117- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $5,000-$5,000- 0.1%
Fees: legal $825-$825- 0.0%
Office expenses $817-$817- 0.0%
Total$9,926,180100%

View the filing

2015 · Form 990 · $9,509,604 spent · pay $0 · grants $8,081,290 · events $8,692
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $6,342,492$6,342,492-- 66.7%
Grants to US individuals $1,738,798$1,738,798-- 18.3%
Fees: management $960,937$720,703$192,187$48,047 10.1%
Fees: investment management $356,635-$356,635- 3.8%
Advertising and promotion $44,187-$1,068$43,119 0.5%
Fees: accounting $20,700-$20,700- 0.2%
Insurance $16,265-$16,265- 0.2%
Information technology $15,760-$15,760- 0.2%
Conferences, conventions and meetings $8,692-$8,692- 0.1%
Other (as described)DUES AND SUBSCRIPTIONS $5,000-$5,000- 0.1%
Office expenses $138-$138- 0.0%
Total$9,509,604100%

View the filing

2014 · Form 990 · $14,591,957 spent · pay $0 · grants $12,853,587 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $11,737,605$11,737,605-- 80.4%
Other (as described)FMI MANAGEMENT FEE $1,259,866$944,900$251,973$62,993 8.6%
Grants to US individuals $1,115,982$1,115,982-- 7.6%
Fees: investment management $373,724-$373,724- 2.6%
Other (as described)CONFERENCES, DUES, & PU $21,483-$21,483- 0.1%
Other (as described)TECHNOLOGY EXPENSES $20,352-$20,352- 0.1%
Advertising and promotion $19,615--$19,615 0.1%
Fees: accounting $19,200-$19,200- 0.1%
Other (as described)DIRECTORS & OFFICERS LI $17,576-$17,576- 0.1%
All other expenses $6,554-$6,554- 0.0%
Total$14,591,957100%

View the filing

2013 · Form 990 · $11,270,182 spent · pay $0 · grants $9,716,576 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $8,136,476$8,136,476-- 72.2%
Grants to US individuals $1,580,100$1,580,100-- 14.0%
Other (as described)FMI MANAGEMENT FEES $1,134,171$850,628$226,834$56,709 10.1%
Other (as described)INVESTMENT MANAGEMENT FEE $372,923-$372,923- 3.3%
Fees: accounting $20,000-$20,000- 0.2%
Other (as described)TECHNOLOGY EXPENSE $12,755-$12,755- 0.1%
Other (as described)CONFERENCE, DUES & PUBS $7,951-$7,951- 0.1%
All other expenses $5,806-$5,806- 0.1%
Total$11,270,182100%

View the filing

2012 · Form 990 · $9,579,534 spent · pay $0 · grants $8,128,485 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $6,355,233$6,355,233-- 66.3%
Grants to US individuals $1,773,252$1,773,252-- 18.5%
Other (as described)FMI MANAGEMENT FEES $982,726$735,587$198,003$49,136 10.3%
Other (as described)INVESTMENT MANAGEMENT FEE $411,649-$411,649- 4.3%
Fees: accounting $19,300-$19,300- 0.2%
Other (as described)CONFERENCE, DUES & PUBS $17,118-$17,118- 0.2%
Other (as described)TECHNOLOGY EXPENSE $14,207-$14,207- 0.1%
All other expenses $5,921-$5,921- 0.1%
Fees: legal $128-$128- 0.0%
Total$9,579,534100%

View the filing

Donor-advised funds

Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.

As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Maintains DAFsDAFs heldContributionsGrantsValue at year endOther funds heldOther contributionsOther grantsOther value at year end
2024 · Form 990 view filing
Yes 78$5,155,170$4,406,418$48,229,683 975$27,491,669$36,360,387$161,260,174
2023 · Form 990 view filing
Yes 76$3,953,303$4,717,875$43,281,825 935$16,022,267$20,682,314$158,373,135
2022 · Form 990 view filing
Yes 79$4,527,060$4,096,324$40,364,599 910$183,309,062$56,831,073$135,153,229
2021 · Form 990 view filing
Yes 66$2,623,699$4,072,774$36,882,900 869$251,173,293$229,922,883$122,997,352
2020 · Form 990 view filing
Yes 60$11,377,163$5,352,910$42,797,218 859$101,376,010$67,778,860$33,567,149
2019 · Form 990 view filing
Yes 61$4,892,911$3,744,887$36,772,243 806$8,272,713$7,131,169$71,548,063
2018 · Form 990 view filing
Yes 55$3,615,975$3,135,658$35,297,784 762$5,744,491$5,477,277$69,544,140
2017 · Form 990 view filing
Yes 47$2,125,326$5,875,389$33,210,270 739$7,313,254$6,577,557$66,042,542
2016 · Form 990 view filing
Yes 46$4,602,149$2,243,637$35,101,719 814$14,868,363$7,567,286$61,581,050
2015 · Form 990 view filing
Yes 45$2,031,282$2,769,606$33,053,069 846$8,017,297$7,565,053$54,813,706
2014 · Form 990 view filing
Yes 39$3,094,542$3,998,545$33,351,149 871$10,913,502$12,722,487$87,975,688
2013 · Form 990 view filing
Yes 38$2,607,091$3,131,940$33,771,578 798$7,997,212$6,414,242$54,831,894
2012 · Form 990 view filing
Yes 37$989,201$2,803,117$30,535,386 ----

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