2024-04-12T15:53:49-05:00 2023-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2022-07-01 260703109 ALBERS FAMILY AFFILIATED FUND OF OCCF INC ALBE 4052355603 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 CATHY LIPPARD TREASURER 4052355603 2024-04-05 1 CATHY LIPPARD 999009999 0 STEVEN TALBOT P01695427 5058787200 2024-04-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X CATHY LIPPARD 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 456779 0 X WWW.OCCF.ORG X 2006 OK THE FUND IS OPERATED TO SUPPORT THE CHARITABLE EFFORTS OF THE OKLAHOMA CITY COMMUNITY FOUNDATION. 5 4 0 4 0 0 150973 153310 0 0 18708 16291 0 0 169681 169601 125000 105000 0 0 0 0 0 0 618 7098 7037 132098 112037 37583 57564 1041415 1185737 0 0 1041415 1185737 THE FUND IS OPERATED TO SUPPORT THE CHARITABLE EFFORTS OF THE OKLAHOMA CITY COMMUNITY FOUNDATION. 0 0 105000 105000 TO SUPPORT THE CHARITABLE PURPOSES OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC., BY PROVIDING GRANTS AND FUNDING TO DESIGNATED PUBLIC CHARITIES. 105000 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X X OKLAHOMA CITY COMMUNITY FOUNDATION INC 4052355603 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 LEIGH ANN ALBERS PRESIDENT 0.50 X X 0 0 0 PAUL ALBERS VICE PRESIDENT 0.50 X X 0 0 0 MARTHA JENNINGS SMITH TRUSTEE 0.50 X 0 0 0 PATRICK QUILLIAN TRUSTEE 0.50 X 0 0 0 TRISHA FINNEGAN TRUSTEE 0.25 49.75 X 0 186063 2806 HELEN STONE SECRETARY/TRUSTEE 0.25 49.75 X 0 175849 25864 CATHY LIPPARD TREASURER/TRUSTEE 0.25 49.75 X 0 156740 23775 0 518652 52445 0 0 1 0 0 153310 153310 153310 14128 14128 289341 287178 2163 2163 2163 169601 0 0 16291 105000 105000 6000 5382 618 1037 1037 112037 105000 6419 618 2771 1352 1038644 1184385 1041415 1185737 0 0 X 104142 117716 937273 1068021 1041415 1185737 1041415 1185737 57564 86758 0 X X 0 1 X 1 0 X X X 1 OKLAHOMA CITY COMMUNITY FOUNDATION INC 237024262 7 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE ORGANIZATION PROVIDES SUPPORT, VIA GRANTS, TO OTHER NON-PROFIT ORGANIZATIONS. THESE GRANTS WERE DISTRIBUTED AFTER APPROVAL OF THE BOARD OF TRUSTEES OF THE FUND, THE MAJORITY OF WHOSE MEMBERS ARE APPOINTED BY THE TRUSTEES OF THE OKLAHOMA CITY COMMUNITY FOUNDATION INC., THE SUPPORTED ORGANIZATION. THIS APPROVAL IS EVIDENCE THAT THESE GRANTS SUPPORT AND BENEFIT THE OKLAHOMA CITY COMMUNITY FOUNDATION AND ITS MISSION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1041415 153310 103049 105000 7037 1185737 1171899 150973 -149359 125000 7098 1041415 934552 123475 251184 130000 7312 1171899 954809 100606 21418 135000 7281 934552 1031180 66117 135000 7488 954809 0.09930 0.90070 0 0 0 X PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO SUPPORT THE ORGANIZATION'S MISSION IN PERPETUITY. PART X, LINE 2: OCCF AND ITS SUPPORTING ORGANIZATIONS ARE TAX-EXEMPT ORGANIZATIONS AND ARE NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES, EXCEPT ON UNRELATED BUSINESS INCOME, IN ACCORDANCE WITH SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE), AND HAVE BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE LIMITED LIABILITY COMPANIES ARE PASS-THROUGH ENTITIES FOR TAX PURPOSES. UNRELATED BUSINESS INCOME TAX, IF ANY, IS IMMATERIAL AND NO TAX PROVISION HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ASC PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING OCCF AND ITS SUPPORTING ORGANIZATIONS' TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED WHEN CHALLENGED OR WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN INCOME TAX POSITIONS. 1 GIRL SCOUTS - WESTERN OKLAHOMA INC 6100 N ROBINSON AVE STE 200 OKLAHOMA CITY OK 731187435 730677849 501(C)(3) 10000 0 GENERAL PURPOSE KAPPA KAPPA GAMMA FOUNDATION 6640 RIVERSIDE DR STE 200 DUBLIN OH 43017 316049792 501(C)(3) 20000 0 EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES OKLAHOMA ARTS INSTITUTE 111 NW 9TH ST OKLAHOMA CITY OK 731025808 731021165 501(C)(3) 10000 0 GENERAL PURPOSE POSITIVE TOMORROWS PO BOX 61190 OKLAHOMA CITY OK 73106 731393438 501(C)(3) 10000 0 GENERAL PURPOSE VARIETY CARE 3000 NORTH GRAND BOULEVARD OKLAHOMA CITY OK 73107 731088577 501(C)(3) 10000 0 GENERAL PURPOSE YWCA OF OKLAHOMA CITY 2460 NW 39TH ST OKLAHOMA CITY OK 731128956 730579272 501(C)(3) 10000 0 GENERAL PURPOSE 6 0 PART I, LINE 2: THE ORGANIZATION'S DUE DILIGENCE PROCEDURES PRIOR TO GRANT DISBURSEMENT INCLUDE: 1) ENSURE THAT GRANTS DO NOT PROVIDE BENEFITS TO ANY DONOR OR OTHER DISQUALIFIED PERSON AND DO NOT RESULT IN PRIVATE INUREMENT TO ANY PERSON OR CORPORATION, 2) COLLECT IRS LETTER DOCUMENTING 501(C)(3) PUBLIC CHARITY STATUS, CURRENT BOARD OF DIRECTOR LISTING, CURRENT FINANCIAL INFORMATION AND CURRENT PROGRAM INFORMATION OR DESCRIPTION, 3) VERIFICATION OF STATUS IN IRS PUBLICATION 78 THROUGH WWW.GUIDESTAR.COM, 4) CONFIRM THAT GRANTS ARE NOT MADE TO INDIVIDUALS OR FOR THE BENEFIT OF A SPECIFIC INDIVIDUAL, FOR REIMBURSEMENT PURPOSES OR FOR NON-CHARITABLE PURPOSES. 0 0 0 0 0 0 0 0 0 HELEN STONE SECRETARY/TRUSTEE 0 173982 0 0 0 1867 0 17937 0 7927 0 201713 0 0 TRISHA FINNEGAN TRUSTEE 0 185973 0 0 0 90 0 0 0 2806 0 188869 0 0 CATHY LIPPARD TREASURER/TRUSTEE 0 155879 0 0 0 861 0 15986 0 7789 0 180515 0 0 PART I, LINE 3 THE INDIVIDUALS LISTED IN SCHEDULE J ARE COMPENSATED BY THE OKLAHOMA CITY COMMUNITY FOUNDATION, A RELATED TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION CHECKS THE FOLLOWING BOX ON SCHEDULE J, PART I, LINE 3: APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. X 1 153310 FMV 0 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 THE ORGANIZATION WAS FOUNDED BY THE ALBERS FAMILY. AS SUCH, THE FOLLOWING FAMILY MEMBERS ARE TRUSTEES OF THIS ORGANIZATION: PAUL ALBERS (TRUSTEE), LEIGH ANN ALBERS (TRUSTEE). FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS PUBLIC MEMBERS, WHICH CONSIST OF TRUSTEES FROM THE OKLAHOMA CITY COMMUNITY FOUNDATION, AND DONOR MEMBERS. THE PUBLIC MEMBERS ARE A MAJORITY OF THE MEMBERS, MAKING THE OKLAHOMA CITY COMMUNITY FOUNDATION THE CONTROLLING ENTITY OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A THE PUBLIC MEMBERS ARE ENTITLED TO ELECT THREE TRUSTEES; THE DONOR MEMBERS ARE ENTITLED TO ELECT TWO TRUSTEES. AS THE CONTROLLING ENTITY OF THE ORGANIZATION, THE OKLAHOMA CITY COMMUNITY FOUNDATION HAS THE POWER TO ELECT AND/OR APPOINT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY STAFF OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC., THE SUPPORTED ORGANIZATION. THE RETURN IS EMAILED TO TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED, DISCUSSED AND SIGNED BY ALL TRUSTEES AT THE ORGANIZATION'S ANNUAL MEETING. THESE INDIVIDUALS ARE ASKED TO ACKNOWLEDGE RECEIPT BY RETURNING A SIGNED ACKNOWLEDGMENT AND DISCLOSURE OF ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 ALTHOUGH THIS ORGANIZATION DOESN'T FOLLOW THIS PROCESS SINCE IT DOESN'T HAVE DIRECT EMPLOYEES, THE OKLAHOMA CITY COMMUNITY FOUNDATION, WHICH HAS AN ECONOMIC INTEREST AND CONTROLS THIS SUPPORTING ORGANIZATION'S BOARD OF TRUSTEES, DOES FOLLOW THIS PROCESS FOR ITS PERSONNEL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE FOUNDATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW OF THE FINANCIAL STATEMENTS, AND SELECTION OF INDEPENDENT AUDITORS. THIS HAS NOT CHANGED FROM PRIOR YEARS. ALLIED ARTS FOUNDATION AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731483619 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 BOB & NANCY ANTHONY FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731574817 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 CHRISTIAN KEESEE CHARITABLE FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 204459575 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COMMUNITY RESOURCES OIL & GAS 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731608889 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COMMUNITY RESOURCES REAL ESTATE 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731608887 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 COWBOY HALL OF FAME AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731374647 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 DEER CREEK AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731461683 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 E PHIL & ROBERTA KIRSCHNER AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 364763764 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 HERITAGE HALL AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731506204 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 HOSPICE FOUNDATION OF OKLAHOMA AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731549817 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 JANICE & JOE L SINGER FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 320101644 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 JOHN & CLAUDIA HOLLIMAN AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731528946 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 JOHN KIRKPATRICK FUND FOR HISTORIC CULTURAL & CIVIC UNDERSTANDING AFFILIATE 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731353370 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731355924 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 LAWTON COMMUNITY FOUNDATION AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731566026 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 LEADERSHIP OKLAHOMA CITY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731461684 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 LOVE FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731581477 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 MA EVERETT FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731520821 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 MALZAHN FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731405419 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 OKLAHOMA CITY ART MUSEUM AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731400397 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 OKLAHOMA CITY COMMUNITY FOUNDATION INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 237024262 CHARITABLE OK 501(C)(3) LINE 7 N/A 0 OKLAHOMA PHILHARMONIC AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731461680 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 RAYMOND H JR & BONNIE HEFNER FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731549818 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 ROBERT & BLANCHE GORDON FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731609200 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 RURAL OKLAHOMA COMMUNITY FOUNDATION INC AN AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731464051 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 THE SCIENCE MUSEUM OF OKLAHOMA AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731330516 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 VOGT FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 470969102 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 PART II CLARIFICATION OF ONE RELATED ENTITY: JOHN KIRKPATRICK FUND FOR HISTORIC, CULTURAL AND CIVIC UNDERSTANDING AFFILIATED FUND OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC., EIN: 73-1353370, 1000 N. BROADWAY AVE, OKLAHOMA CITY, OK, 73102 - INCLUDED ON SCHEDULE R BUT ITS LONG NAME WOULD NOT ALLOW THE NAME, EIN, AND ADDRESS TO FIT IN THE SPACE PROVIDED.