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← MA EVERETT FAMILY AFFILIATED FUND OF THE OCCF INC

Form 990 for tax year 2023

Filed by MA EVERETT FAMILY AFFILIATED FUND OF THE OCCF INC.

Totals

Total revenue
$77,139
Total expenses
$2,960,702
Contributions and grants received
$0
Grants paid
$2,943,798
Program service revenue
$0
Investment income
$77,139
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)
$2,943,798
Management and general expenses
$15,395
Fundraising expenses
$1,509
Program service expenses (Part III)
$2,943,798

Program services were 99.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $31,825 · excluded $31,825

  • 7a · Gross sales of assets other than inventory

    securities $353,576

  • 7b · Less cost or other basis and sales expenses

    securities $308,262

  • 7c · Gain or loss

    securities $45,314

  • 7d · Net gain or loss

    total $45,314 · excluded $45,314

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,898,798 · program services $2,898,798

  • 2 · Grants to domestic individuals

    total $45,000 · program services $45,000

  • 11a · Fees: management

    total $14,650 · management and general $13,141 · fundraising $1,509

  • 11f · Fees: investment management

    total $1,664 · management and general $1,664

  • 19 · Conferences, conventions and meetings

    total $590 · management and general $590

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,250 · end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,727,327 · end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 18 · Grants payable

    beginning of year $6,000 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $294,105 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $2,429,472 · end of year $0

Mission and programs · 2023

Mission

THE ORGANIZATION SUPPORTS THE OKLAHOMA CITY COMMUNITY FOUNDATION THROUGH CONTRIBUTIONS TO MUSIC, DANCE AND ARTS PROGRAMS IN THE LOCAL COMMUNITY.

Activities or mission (Part I)

SUPPORTS THE OKLAHOMA CITY COMMUNITY FOUNDATION THROUGH CONTRIBUTIONS TO MUSIC, DANCE AND ARTS PROGRAMS IN THE LOCAL COMMUNITY.

  • THE ORGANIZATION SUPPORTS THE OKLAHOMA CITY COMMUNITY FOUNDATION THROUGH CONTRIBUTIONS TO MUSIC, DANCE AND ARTS PROGRAMS IN THE LOCAL COMMUNITY.

    Expenses $2,943,798 · Grants $2,943,798

As filed on the 2023 return.

Listed in Part VII

  • Howard Dean Everett

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Mark Alexander Everett

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • David Feroli

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Laura Moon

    TRUSTEE

    Total calculated
    $105,831
    From this org
    $0
    From related orgs
    $89,020
    Other
    $16,811
    Hours/week
    0.25 + 49.75 related

  • Jessica Schwager

    TRUSTEE

    Total calculated
    $113,117
    From this org
    $0
    From related orgs
    $95,651
    Other
    $17,466
    Hours/week
    0.25 + 49.75 related

  • 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

  • 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

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
5 May 2025
IRS schema version
2023v6.0
Source object
202511299349302736

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