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← RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY

Form 990 for tax year 2024

Filed by RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY.

Totals

Total revenue
$739,453
Total expenses
$161,949
Contributions and grants received
$0
Grants paid
$137,000
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$137,000
Management and general expenses
$22,564
Fundraising expenses
$2,385
Program service expenses (Part III)
$137,000

Program services were 84.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRENDA HEFNER BALDWIN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • VICI HEFNER HEITZKE

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • RICHARD B HEFNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • CARLA PICKRELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES R TOLBERT III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • JENNIFER STEWART

    TRUSTEE

    Total calculated
    $164,108
    From this org
    $0
    From related orgs
    $139,280
    Other
    $24,828
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,680 related
    Bonus
    $0
    Other
    $0 + $600 related
    Deferred
    $0 + $15,059 related
    Nontaxable benefits
    $0 + $9,769 related
    Filer's total
    $0 + $164,108 related

  • HELEN STONE

    SECRETARY

    Total calculated
    $209,762
    From this org
    $0
    From related orgs
    $179,160
    Other
    $30,602
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $178,561 related
    Bonus
    $0
    Other
    $0 + $599 related
    Deferred
    $0 + $20,448 related
    Nontaxable benefits
    $0 + $10,154 related
    Filer's total
    $0 + $209,762 related

  • CATHY LIPPARD

    TREASURER (THROUGH 10/8/24)

    Total calculated
    $196,300
    From this org
    $0
    From related orgs
    $167,649
    Other
    $28,651
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,048 related
    Bonus
    $0
    Other
    $0 + $601 related
    Deferred
    $0 + $18,551 related
    Nontaxable benefits
    $0 + $10,100 related
    Filer's total
    $0 + $196,300 related

  • GREGG KOEHN

    TREASURER

    Total calculated
    $176,017
    From this org
    $0
    From related orgs
    $166,048
    Other
    $9,969
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,448 related
    Bonus
    $0
    Other
    $0 + $600 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,969 related
    Filer's total
    $0 + $176,017 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
13 May 2026
IRS schema version
2024v5.5
Source object
202611349349312216

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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