2025-05-09T17:22:22-05:00 2024-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2023-07-01 364763764 E PHIL & ROBERTA KIRSCHNER AFFILIATED FUND OF THE OCCF INC EPHI 4052355603 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 GREGG KOEHN TREASURER 4052355603 2025-05-03 1 1 STEVEN TALBOT P01695427 5058787200 2025-05-02 2023 2025-03-06 01:10:19Z GREGG KOEHN 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 6550785 0 X NONE X 2013 OK SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC. 3 1 0 1 0 0 0 0 0 0 381713 1064286 789902 463368 1171615 1527654 617200 932474 0 0 0 0 0 0 5879 111667 102521 728867 1034995 442748 492659 24226329 26585184 10000 60145 24216329 26525039 SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC. 0 0 932474 932474 SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC., THROUGH DISTRIBUTIONS MADE TO VARIOUS CHARITABLE, RELIGIOUS, LITERACY AND EDUCATIONAL ORGANIZATIONS TO FOSTER EDUCATION AND THE DEVELOPMENT OF YOUTH. 932474 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 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 3 1 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X OKLAHOMA CITY COMMUNITY FOUNDATION 4052355603 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 NANCY B ANTHONY TRUSTEE 0.50 3.00 X 0 228144 0 HARRY MERSON PRESIDENT 0.50 X X 0 0 0 ROBERT FREEDMAN TRUSTEE (THROUGH DECEMBER 2023) 0.50 X 0 0 0 KELLEY BARNES VICE PRESIDENT 0.25 49.75 X X 0 169096 26523 HELEN STONE SECRETARY 0.25 49.75 X 0 196112 29293 CATHY LIPPARD TREASURER 0.25 49.75 X 0 170286 26642 0 763638 82458 0 0 1 0 0 325880 325880 463368 463368 5761537 5023131 738406 738406 738406 1527654 0 0 1527654 643474 643474 289000 289000 57081 51202 5879 44487 44487 25 25 161 161 307 307 460 460 1034995 932474 96642 5879 38479 59519 21156244 23690157 3031606 2835508 24226329 26585184 145 10000 60000 10000 60145 X 941895 2756698 23274434 23768341 24216329 26525039 24226329 26585184 492659 1816051 0 X X 0 1 X 1 0 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. 24216329 3299218 932474 928 57106 26525039 22229440 2653371 617200 49282 24216329 24124426 -1543379 298340 53267 22229440 18970743 5539628 279350 396 106199 24124426 17311707 2110211 339111 373 111691 18970743 0.10390 0.89610 0 0 0 MINERAL INTEREST 2835508 2835508 X PART V, LINE 4: THE ENDOWMENT IS USED TO SUPPORT THE CHARITABLE ACTIVITIES OF THE ORGANIZATION 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 A NEW LEAF INC PO BOX 2370 OWASSO OK 74055 731042760 501(C)(3) 20000 0 GENERAL PURPOSES ACADEMY OF CLASSICAL CHRISTIAN STUDIES 1120 E HEFNER RD OKLAHOMA CITY OK 731311600 830370543 501(C)(3) 20000 0 GENERAL PURPOSES CITY OF MUSKOGEE 837 E OKMULGEE MUSKOGEE OK 74403 736005340 115 7500 0 RECREATION, SPORTS, LEISURE ACTIVITIES COMPASSION OUTREACH CENTER INC 1124 CRADDUCK ROAD ADA OK 74820 900148536 501(C)(3) 15000 0 GENERAL PURPOSES GOLDRINGWOLDENBERG INSTITUTE OF SOUTHERN JEWISH LIFE PO BOX 16528 JACKSON MS 39236 640762027 501(C)(3) 10000 0 GENERAL PURPOSES HOME OF HOPE INC PO BOX 903 VINITA OK 74301 736119494 501(C)(3) 25000 0 GENERAL PURPOSES JBI INTERNATIONAL (EST AS THE JEWISH BRAILLE INSTITUTE) 110 EAST 30TH STREET NEW YORK NY 10016 131683279 501(C)(3) 6000 0 GENERAL PURPOSES JEWISH CHILDREN'S REGIONAL SERVICE PO BOX 7368 METAIRIE LA 70010 720408936 501(C)(3) 60000 0 GENERAL PURPOSES JUNIOR ACHIEVEMENT OF OKLAHOMA 3947 S 103RD EAST AVE TULSA OK 74146 730757053 501(C)(3) 10000 0 GENERAL PURPOSES KELLY B TODD CEREBRAL PALSY & NEURO-MUSCULAR FOUNDATION INC PO BOX 2643 MUSKOGEE OK 74402 510163643 501(C)(3) 25000 0 HEALTH, GENERAL & REHABILITATIVE MCM FOOD PANTRY INC PO BOX 1623 MUSKOGEE OK 74402 472301421 501(C)(3) 15000 0 FOOD, AGRICULTURE AND NUTRITION MEMPHIS JEWISH HOME & REHAB 36 BAZEBERRY RD CORDOVA TN 38018 620499939 501(C)(3) 10000 0 GENERAL PURPOSES MUSKOGEE COMMUNITY BAND ASSOCIATION PO BOX 2278 MUSKOGEE OK 74402 881037662 501(C)(3) 10000 0 GENERAL PURPOSES MUSKOGEE COUNTY CHILD ADVOCACY CENTER KIDS SPACE PO BOX 277 MUSKOGEE OK 74402 731424859 501(C)(3) 20000 0 HUMAN SERVICE-MULTIPURPOSE & OTHER NEIGHBORS BUILDING NEIGHBORHOODS INC 207 N 2ND STREET MUSKOGEE OK 74401 731600003 501(C)(3) 20000 0 COMMUNITY IMPROVEMENT/CAPACITY BUILDING NEWVIEW OKLAHOMA INC 4301 N CLASSEN BLVD OKLAHOMA CITY OK 73118 730592386 501(C)(3) 20000 0 GENERAL PURPOSES NORTHEASTERN STATE UNIVERSITY FOUNDATION 812 N CEDAR AVE TAHLEQUAH OK 744642406 237135815 501(C)(3) 10000 0 EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES NORTHERN OKLAHOMA COLLEGE PO BOX 310 TONKAWA OK 74653 730770227 115 10000 0 SCHOLARSHIPS NOT YOUR AVERAGE JOE 509 WILKINSON DR MOORE OK 73160 822991569 501(C)(3) 25000 0 GENERAL PURPOSES OKLAHOMA BAPTIST UNIVERSITY 500 W UNIVERSITY ST SHAWNEE OK 74804 730579264 501(C)(3) 10000 0 SCHOLARSHIPS 20 0 SCHOLARSHIPS 28 289000 PART I, LINE 2: THE ORGANIZATION'S DUE DILIGENCE PROCEDURES PRIOR TO GRANT DISBURSEMENT INCLUDE: 1) ENSURING 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) COLLECTING IRS LETTER DOCUMENTING 501(C)(3) PUBLIC CHARITY STATUS, CURRENT BOARD OF DIRECTOR LISTING, CURRENT FINANCIAL INFORMATION AND CURRENT PROGRAM INFORMATION OR DESCRIPTION; 3) VERIFYING STATUS IN IRS PUBLICATION 78 THROUGH WWW.GUIDESTAR.COM; 4) CONFIRMING THAT GRANTS ARE NOT MADE TO INDIVIDUALS OR FOR THE BENEFIT OF A SPECIFIC INDIVIDUAL, FOR REIMBURSEMENT PURPOSES OR FOR NON-CHARITABLE PURPOSES. 1 0 0 0 0 0 0 0 0 NANCY B ANTHONY TRUSTEE 0 228144 0 0 0 0 0 0 0 0 0 228144 0 0 HELEN STONE SECRETARY 0 190445 0 0 0 5667 0 19611 0 9682 0 225405 0 0 CATHY LIPPARD TREASURER 0 165003 0 0 0 5283 0 17029 0 9613 0 196928 0 0 KELLEY BARNES VICE PRESIDENT 0 166863 0 0 0 2233 0 16910 0 9613 0 195619 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. PART I, LINE 4A NANCY ANTHONY, THE FORMER PRESIDENT OF THE OKLAHOMA CITY COMMUNITY FOUNDATION (OCCF), RECEIVED A SEVERANCE PAYMENT OF $228,144 FROM OCCF, A RELATED ORGANIZATION. 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 RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED BY THE STAFF OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION. THE RETURN IS E-MAILED TO ALL TRUSTEES PRIOR TO FILING FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISTRIBUTED, DISCUSSED, AND SIGNED BY EACH TRUSTEE AT THE ANNUAL TRUSTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THIS ORGANIZATION DOESN'T HAVE ANY DIRECT EMPLOYEES AND, THEREFORE, DOESN'T FOLLOW THIS POLICY. HOWEVER, THE OKLAHOMA CITY COMMUNITY FOUNDATION, WHICH HAS AN ECONOMIC INTEREST AND CONTROLS THE SUPPORTING ORGANIZATION'S BOARD OF TRUSTEES, DOES FOLLOW THIS PROCESS FOR ITS PERSONNEL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE 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. ALBERS FAMILY AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 260703109 CHARITABLE OK 501(C)(3) LINE 12A, I OKLAHOMA CITY COMMUNITY FOUNDATION INC 0 ALLIED ARTS FOUNDATION AFFILIATED FUND OF OCCF INC 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 731483619 CHARITABLE OK 501(C)(3) LINE 12A, I 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 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 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.