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← E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT

Form 990 for tax year 2022

Filed by E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT.

Totals

Total revenue
$1,171,615
Total expenses
$728,867
Contributions and grants received
$0
Grants paid
$617,200
Program service revenue
$0
Investment income
$381,713
Other revenue
$789,902
Total assets, end of year
$24,226,329
Total liabilities, end of year
$10,000
Net assets or fund balances, end of year
$24,216,329
Program services expenses (Part IX)
$617,200
Management and general expenses
$106,594
Fundraising expenses
$5,073
Program service expenses (Part III)
$617,200

Program services were 84.7% 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 $265,717 · excluded $265,717

  • 5 · Royalties

    total $789,902 · excluded $789,902

  • 7a · Gross sales of assets other than inventory

    securities $2,627,464

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

    securities $2,511,468

  • 7c · Gain or loss

    securities $115,996

  • 7d · Net gain or loss

    total $115,996 · excluded $115,996

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $607,200 · program services $607,200

  • 2 · Grants to domestic individuals

    total $10,000 · program services $10,000

  • 11a · Fees: management

    total $49,257 · management and general $44,184 · fundraising $5,073

  • 11f · Fees: investment management

    total $62,385 · management and general $62,385

  • 13 · Office expenses

    total $25 · management and general $25

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $43,000 · end of year $38,479

  • 11 · Investments: publicly traded securities

    beginning of year $18,934,783 · end of year $21,156,244

  • 15 · Other assets

    beginning of year $3,251,657 · end of year $3,031,606

  • 18 · Grants payable

    beginning of year $0 · end of year $10,000

  • 27 · Net assets without donor restrictions

    beginning of year $897,678 · end of year $941,895

  • 28 · Net assets with donor restrictions

    beginning of year $21,331,762 · end of year $23,274,434

Mission and programs · 2022

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC.

  • SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC. THROUGH DISTRIBUTIONS MADE TO VARIOUS CHARITABLE, RELIGIOUS, LITERACY AND EDUCATIONAL ORGANIZATIONS TO FOSTER EDUCATION AND THE DEVELOPMENT OF YOUTH.

    Expenses $617,200 · Grants $617,200

As filed on the 2022 return.

Listed in Part VII

  • Nancy B Anthony

    TRUSTEE

    Total calculated
    $336,212
    From this org
    $0
    From related orgs
    $299,992
    Other
    $36,220
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,138 related
    Bonus
    $0
    Other
    $0 + $1,854 related
    Deferred
    $0 + $28,500 related
    Nontaxable benefits
    $0 + $7,720 related
    Filer's total
    $0 + $336,212 related

  • Harry Merson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Pauli Loeffler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Freedman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Kelley Barnes

    VICE PRESIDENT

    Total calculated
    $174,623
    From this org
    $0
    From related orgs
    $151,620
    Other
    $23,003
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,339 related
    Bonus
    $0
    Other
    $0 + $281 related
    Deferred
    $0 + $15,214 related
    Nontaxable benefits
    $0 + $7,789 related
    Filer's total
    $0 + $174,623 related

  • Helen Stone

    SECRETARY

    Total calculated
    $201,713
    From this org
    $0
    From related orgs
    $175,849
    Other
    $25,864
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,982 related
    Bonus
    $0
    Other
    $0 + $1,867 related
    Deferred
    $0 + $17,937 related
    Nontaxable benefits
    $0 + $7,927 related
    Filer's total
    $0 + $201,713 related

  • Cathy Lippard

    TREASURER

    Total calculated
    $180,515
    From this org
    $0
    From related orgs
    $156,740
    Other
    $23,775
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,879 related
    Bonus
    $0
    Other
    $0 + $861 related
    Deferred
    $0 + $15,986 related
    Nontaxable benefits
    $0 + $7,789 related
    Filer's total
    $0 + $180,515 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
2022
Filed
12 April 2024
IRS schema version
2022v5.0
Source object
202421089349300317

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

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