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← ROBERT & BLANCHE GORDON FAMILY AFFILIATED FUND OF THE OCCF INC

Form 990 for tax year 2023

Filed by ROBERT & BLANCHE GORDON FAMILY AFFILIATED FUND OF THE OCCF INC.

Totals

Total revenue
-$203,466
Total expenses
$9,414,233
Contributions and grants received
$0
Grants paid
$9,414,233
Program service revenue
$0
Investment income
-$203,466
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$9,414,233
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$9,414,233

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CATHY LIPPARD

    TREASURER

    Total calculated
    $196,928
    From this org
    $0
    From related orgs
    $170,286
    Other
    $26,642
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,003 related
    Bonus
    $0
    Other
    $0 + $5,283 related
    Deferred
    $0 + $17,029 related
    Nontaxable benefits
    $0 + $9,613 related
    Filer's total
    $0 + $196,928 related

  • JENNIFER STEWART

    TRUSTEE

    Total calculated
    $119,433
    From this org
    $0
    From related orgs
    $100,144
    Other
    $19,289
    Hours/week
    0.25 + 49.75 related

  • PEGGY DUNCAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • HOLLY ELLIOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • SCOTT SPRADLING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • HELEN STONE

    SECRETARY

    Total calculated
    $225,405
    From this org
    $0
    From related orgs
    $196,112
    Other
    $29,293
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,445 related
    Bonus
    $0
    Other
    $0 + $5,667 related
    Deferred
    $0 + $19,611 related
    Nontaxable benefits
    $0 + $9,682 related
    Filer's total
    $0 + $225,405 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

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.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2023
Filed
30 April 2025
IRS schema version
2023v6.0
Source object
202531299349304318

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