2026-05-14T17:35:46-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2024-07-01 731464051 RURAL OKLAHOMA COMMUNITY FOUNDATION INC AN AFFILIATED FUND OF OCCF INC RURA 4052355603 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 GARYL GEIST TREASURER 4052355603 2026-05-13 1 0 STEVEN TALBOT P01695427 5058787200 2026-05-13 2024 2025-03-06 01:10:19Z GARYL GEIST 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 29040479 0 X OCCF.ORG/RURALOKLAHOMA X 1994 OK SUPPORT OCCF BY SUPPORTING RURAL COMMUNITIES IN OKLAHOMA 5 4 0 4 0 0 7507 4743 0 0 458656 3523589 0 0 466163 3528332 708992 659566 0 0 0 0 0 0 6772 32948 74721 741940 734287 -275777 2794045 9942596 10385087 20443 15000 9922153 10370087 SUPPORT OKLAHOMA CITY COMMUNITY FOUNDATION, INC., BY SUPPORTING RURAL COMMUNITIES IN OKLAHOMA. 0 0 659566 659566 DISTRIBUTIONS WERE MADE TO SCHOOLS, TOWNS, AND NONPROFIT ORGANIZATIONS TO SUPPORT AND ENHANCE QUALITY-OF-LIFE ENRICHMENT PROGRAMS IN SOUTHEAST AND SOUTHWEST OKLAHOMA. ALL OF THE PROGRAMS ARE IN LINE WITH THE SUPPORT OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC. 659566 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 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 5 4 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 INC 4052355603 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 STEVE LOLLI PRESIDENT 0.50 X X 0 0 0 ELIZABETH HUCKABY VICE PRESIDENT 0.50 X X 0 0 0 THOMAS MACIULA VICE PRESIDENT (THROUGH 4/23/25) 0.50 X X 0 0 0 KELLEY BARNES TRUSTEE (THROUGH 10/11/24) 0.25 49.75 X 0 130810 23313 DR RUSSELL EVANS TRUSTEE 0.50 0.50 X 0 0 0 NANCY B ANTHONY TRUSTEE 0.50 3.00 X 0 0 0 SIDNEY SUTTLES TRUSTEE 0.25 49.75 X 0 17697 709 GREGG KOEHN TREASURER 0.25 49.75 X 0 166048 9969 CATHY LIPPARD TREASURER (THROUGH 1/31/25) 0.25 49.75 X 0 167649 28651 HELEN STONE SECRETARY 0.25 49.75 X 0 179160 30602 0 661364 93244 0 0 1 0 0 4243 500 4743 203900 203900 28831836 25512147 3319689 3319689 3319689 3528332 0 0 3523589 659566 659566 65758 58986 6772 8498 8498 157 157 308 308 734287 659566 67949 6772 25298 25132 9917298 10359955 9942596 10385087 443 0 20000 15000 20443 15000 X 925342 746139 8996811 9623948 9922153 10370087 9942596 10385087 2794045 -2346111 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. 9922153 4743 1168980 659566 66223 10370087 9369973 7507 1279429 708992 25764 9922153 9301266 9048 966729 881872 25198 9369973 10843637 7468 -1317942 204678 27219 9301266 8557188 3103 2395885 74969 37570 10843637 0.07195 0.92805 0 0 0 X PART V, LINE 4: THE ENDOWMENT IS INTENDED TO BE USED 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 ASSET OR LIABILITY IN THE CURRENT YEAR. MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. 1 AIRC INC 110 W CHOCTAW ST TAHLEQUAH OK 74464 731185707 501(C)(3) 20000 0 GENERAL PURPOSES ATOKA PUBLIC SCHOOLS 800 GREATHOUSE DRIVE ATOKA OK 74525 731411206 115 5398 0 GENERAL PURPOSES BOONE-APACHE PUBLIC SCHOOL DISTRICT PO BOX 354 APACHE OK 73006 731386138 115 7388 0 GENERAL PURPOSES BUTTERFLY RAIN NEW BEGINNINGS 205 CHEROKEE ST KANSAS OK 74347 994122467 501(C)(3) 20000 0 GENERAL PURPOSES CADDO KIOWA TECHNOLOGY CENTER 1415 N 7TH ST FORT COBB OK 73038 736021022 115 35000 0 GENERAL PURPOSES CARNEGIE PUBLIC SCHOOL DISTRICT 330 WEST WILDCAT DRIVE CARNEGIE OK 73015 736021028 115 9357 0 GENERAL PURPOSES CARTWRIGHT MEMORIAL LIBRARY PO BOX 207 CLAYTON OK 74536 731470199 501(C)(3) 6500 0 GENERAL PURPOSES CHOCTAW COUNTY AMBULANCE AUTHORITY PO BOX 567 HUGO OK 74743 731248545 115 25000 0 GENERAL PURPOSES CITY OF COALGATE 3 NORTH MAIN COALGATE OK 74538 736005150 115 25000 0 GENERAL PURPOSES COMMUNITIES UNLIMITED 3 EAST COLT SQUARE FAYETTEVILLE AZ 72703 710464321 501(C)(3) 20000 0 GENERAL PURPOSES COMPASSION OUTREACH CENTER INC 1124 CRADDUCK ROAD ADA OK 74820 900148536 501(C)(3) 15000 0 GENERAL PURPOSES D-DENT 3000 UNITED FOUNDERS BLVD STE 131 OKLAHOMA CITY OK 73112 731325324 501(C)(3) 10000 0 GENERAL PURPOSES EASTERN OKLAHOMA LIBRARY SYSTEM MUSKOGEE PUBLIC LIBRARY 14 EAST SHAWNEE MUSKOGEE OK 74403 730793974 501(C)(3) 20000 0 GENERAL PURPOSES FORT TOWSON VOLUNTEER FIRE DEPARTMENT PO BOX 451 FORT TOWSON OK 74735 730964402 501(C)(3) 28845 0 GENERAL PURPOSES HOLLIS PUBLIC SCHOOL DISTRICT PO BOX 193 HOLLIS OK 73550 736021107 115 7625 0 GENERAL PURPOSES HUGO PUBLIC SCHOOLS 208 N 2ND HUGO OK 74743 730735570 115 5920 0 GENERAL PURPOSES LIFT COMMUNITY ACTION AGENCY 209 NORTH 4TH ST HUGO OK 74743 730772321 501(C)(3) 30000 0 GENERAL PURPOSES LONGSHADOWS RANCH LTD 13370 N EASTERN HULBERT OK 74441 882382984 501(C)(3) 20000 0 GENERAL PURPOSES METAFUND 2545 S KELLY AVENUE SUITE F EDMOND OK 730133857 731575885 501(C)(3) 112628 0 GENERAL PURPOSES MID-AMERICA ARTS ALLIANCE 2018 BALTIMORE AVE KANSAS CITY MO 64108 237303693 501(C)(3) 11000 0 GENERAL PURPOSES MILBURN PUBLIC SCHOOLS PO BOX 429 MILBURN OK 73450 731404566 115 6973 0 GENERAL PURPOSES MOUNTAIN VIEW GOTEBO 124 S 1ST ST MOUNTAIN VIEW OK 73062 731011507 501(C)(3) 9194 0 GENERAL PURPOSES OKLAHOMA MUSEUMS ASSOCIATION 2020 REMINGTON PLACE OKLAHOMA CITY OK 73111 731004791 501(C)(3) 10000 0 GENERAL PURPOSES OKLAHOMA STATE UNIVERSITY FOUNDATION PO BOX 1749 STILLWATER OK 740761749 736097060 501(C)(3) 20000 0 GENERAL PURPOSES SMITHVILLE PUBLIC SCHOOL PO BOX 8 SMITHVILLE OK 74957 300695849 115 13907 0 GENERAL PURPOSES SNYDER VOLUNTEER FIRE DEPARTMENT 721 E STREET SNYDER OK 73566 736005432 501(C)(3) 25000 0 GENERAL PURPOSES SOUTH WESTERN OKLAHOMA DEVELOPMENT AUTHORITY (SWODA) PO BOX 569 BURNS FLAT OK 73624 730801022 115 30000 0 GENERAL PURPOSES STIGLER HEALTH AND WELLNESS CENTER INC 1505 EAST MAIN ST STIGLER OK 74462 200368759 501(C)(3) 20000 0 GENERAL PURPOSES TIPTON PUBLIC SCHOOLS PO BOX 340 TIPTON OK 73570 731403498 115 8880 0 GENERAL PURPOSES TISHOMINGO PUBLIC SCHOOL DISTRICT 306 E NEIL ARMSTRONG ST TISHOMINGO OK 73460 731404569 115 10000 0 GENERAL PURPOSES ZOE INSTITUTE INC PO BOX 1864 TAHLEQUAH OK 74465 113717573 501(C)(3) 20000 0 GENERAL PURPOSES 31 0 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. 0 0 0 0 0 0 0 0 0 HELEN STONE SECRETARY 0 178561 0 0 0 599 0 20448 0 10154 0 209762 0 0 CATHY LIPPARD TREASURER (THROUGH 1/31/25) 0 167048 0 0 0 601 0 18551 0 10100 0 196300 0 0 GREGG KOEHN TREASURER 0 165448 0 0 0 600 0 0 0 9969 0 176017 0 0 KELLEY BARNES TRUSTEE (THROUGH 10/11/24) 0 130360 0 0 0 450 0 13213 0 10100 0 154123 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. 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 UNDERTAKE 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 REPONSBILITY 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 0 0 0 1 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.