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← JOHN KIRKPATRICK FUND FOR HISTORIC CULTURAL & CIVIC UNDERSTANDING AFF

Form 990 for tax year 2023

Filed by JOHN KIRKPATRICK FUND FOR HISTORIC CULTURAL & CIVIC UNDERSTANDING AFF.

Totals

Total revenue
$1,136,291
Total expenses
$539,510
Contributions and grants received
$22,763
Grants paid
$447,055
Program service revenue
$0
Investment income
$1,113,528
Other revenue
$0
Total assets, end of year
$24,520,529
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$24,520,529
Program services expenses (Part IX)
$447,055
Management and general expenses
$86,418
Fundraising expenses
$6,037
Program service expenses (Part III)
$447,055

Program services were 82.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NANCY B ANTHONY

    PRESIDENT

    Total calculated
    $228,144
    From this org
    $0
    From related orgs
    $228,144
    Other
    $0
    Hours/week
    0.5 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,144 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $228,144 related

  • CHRISTIAN KEESEE

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • STEVE DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • TRISHA FINNEGAN

    SECRETARY

    Total calculated
    $427,712
    From this org
    $0
    From related orgs
    $401,213
    Other
    $26,499
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,122 related
    Bonus
    $0
    Other
    $0 + $4,091 related
    Deferred
    $0 + $16,717 related
    Nontaxable benefits
    $0 + $9,782 related
    Filer's total
    $0 + $427,712 related

  • RHONDA GODWIN

    TREASURER

    Total calculated
    $288,702
    From this org
    $0
    From related orgs
    $253,564
    Other
    $35,138
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,635 related
    Bonus
    $0
    Other
    $0 + $5,929 related
    Deferred
    $0 + $25,356 related
    Nontaxable benefits
    $0 + $9,782 related
    Filer's total
    $0 + $288,702 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

  • 1a · First-class or charter travel
  • 4a · Severance or change-of-control payment

Answered no

  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 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, 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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
2 May 2025
IRS schema version
2023v6.0
Source object
202531299349304458

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