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← KIRKPATRICK FAMILY AFFILIATED FUND OK CITY COMMUNITY FOUNDATION INC

Form 990 for tax year 2023

Filed by KIRKPATRICK FAMILY AFFILIATED FUND OK CITY COMMUNITY FOUNDATION INC.

Totals

Total revenue
$19,327,184
Total expenses
$13,543,764
Contributions and grants received
$0
Grants paid
$10,603,000
Program service revenue
$0
Investment income
$19,345,253
Other revenue
-$18,069
Total assets, end of year
$403,048,484
Total liabilities, end of year
$2,598,770
Net assets or fund balances, end of year
$400,449,714
Program services expenses (Part IX)
$12,544,724
Management and general expenses
$940,824
Fundraising expenses
$58,216
Program service expenses (Part III)
$12,544,724

Program services were 92.6% 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 $6,664,837 · unrelated business $144,412 · excluded $6,520,425

  • 6a · Gross rents

    real property $125,378

  • 6b · Less rental expenses

    real property $143,447

  • 6c · Rental income or loss

    real property -$18,069

  • 6d · Net rental income or loss

    total -$18,069 · excluded -$18,069

  • 7a · Gross sales of assets other than inventory

    securities $109,005,973

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

    securities $96,325,557

  • 7c · Gain or loss

    securities $12,680,416

  • 7d · Net gain or loss

    total $12,680,416 · unrelated business $3,602 · excluded $12,676,814

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,603,000 · program services $10,603,000

  • 11a · Fees: management

    total $485,136 · program services $305,636 · management and general $121,284 · fundraising $58,216

  • 11b · Fees: legal

    total $21,370 · program services $19,104 · management and general $2,266

  • 11f · Fees: investment management

    total $288,938 · management and general $288,938

  • 11g · Fees: other

    total $353,865 · program services $267,098 · management and general $86,767

  • 12 · Advertising and promotion

    total $67,154 · program services $56,598 · management and general $10,556

  • 13 · Office expenses

    total $8,399 · program services $6,308 · management and general $2,091

  • 14 · Information technology

    total $31,841 · program services $24,022 · management and general $7,819

  • 16 · Occupancy

    total $231,242 · program services $231,242

  • 17 · Travel

    total $2,462 · program services $2,190 · management and general $272

  • 19 · Conferences, conventions and meetings

    total $1,729 · program services $1,297 · management and general $432

  • 22 · Depreciation, depletion and amortization

    total $355,857 · program services $266,893 · management and general $88,964

  • 23 · Insurance

    total $207,920 · program services $155,940 · management and general $51,980

  • 24a · Other expenses: FEDERAL AND STATE UBIT

    total $116,460 · management and general $116,460

  • 24b · Other expenses: OCCF ALLOCATION

    total $710,325 · program services $574,642 · management and general $135,683

  • 24c · Other expenses: ANNUAL REPORT

    total $20,103 · program services $15,077 · management and general $5,026

  • 24d · Other expenses: MEMBERSHIP DUES & SUBSC

    total $20,035 · program services $966 · management and general $19,069

  • 24e · All other expenses

    total $17,928 · program services $14,711 · management and general $3,217

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,580,718 · end of year $984,953

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,775 · end of year $64,592

  • 10a · Land, buildings and equipment: cost or other basis

    $34,744,398

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,640,753

  • 10c · Land, buildings and equipment, net

    beginning of year $19,472,646 · end of year $33,103,645

  • 11 · Investments: publicly traded securities

    beginning of year $342,240,765 · end of year $363,535,838

  • 12 · Investments: other securities

    beginning of year $4,597,016 · end of year $2,907,987

  • 15 · Other assets

    beginning of year $2,389,092 · end of year $2,451,469

  • 17 · Accounts payable and accrued expenses

    beginning of year $306,026 · end of year $191,943

  • 18 · Grants payable

    beginning of year $3,362,695 · end of year $2,406,827

  • 27 · Net assets without donor restrictions

    beginning of year $11,866,252 · end of year $13,530,839

  • 28 · Net assets with donor restrictions

    beginning of year $354,754,039 · end of year $386,918,875

Mission and programs · 2023

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION BY INVESTING IN IDEAS AND LEADERSHIP THAT CONTRIBUTE TO AND ADVANCE THE CULTURAL, INTELLECTUAL AND SOCIAL INTEREST OF THE COMMUNITIES WE SUPPORT.

  • DISTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE ORGANIZATIONS IN THE GREATER OKLAHOMA CITY AREA AND ELSEWHERE IN THE UNITED STATES TO SUPPORT ARTS, EDUCATION, ANIMAL WELFARE, ENVIRONMENTAL AND CONSERVATION INITIATIVES. ALL OF THIS WAS DONE IN SUPPORT OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC.

    Expenses $12,544,724 · Grants $10,603,000

As filed on the 2023 return.

Listed in Part VII

  • Christian Keesee

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • George Drew

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Leigh Ann Albers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • David Harlow

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Leslie Hudson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Ann Johnstone

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Larry Keigwin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Robin Meyers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • James Pickel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • George Records

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Jane Sutter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Rhonda Godwin

    SECRETARY/TREASURER (THROUGH 4/9/24)

    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

  • Christina Adcox

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.25 + 49.75 related

  • Helen Stone

    ASSISTANT 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

  • Gregg Koehn

    ASSISTANT TREASURER

    Total calculated
    $128,948
    From this org
    $0
    From related orgs
    $119,465
    Other
    $9,483
    Hours/week
    0.25 + 49.75 related

  • Elizabeth Eickman

    DIR OF KIRKPATRICK FAM FND

    Total calculated
    $238,229
    From this org
    $0
    From related orgs
    $207,738
    Other
    $30,491
    Hours/week
    50 + 0.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,077 related
    Bonus
    $0
    Other
    $0 + $2,661 related
    Deferred
    $0 + $20,774 related
    Nontaxable benefits
    $0 + $9,717 related
    Filer's total
    $0 + $238,229 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, THE SUPPORTED ORGANIZATION. OKLAHOMA CITY COMMUNITY FOUNDATION 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • HISTORIC GREEN MOUNTAIN FALLS FDN LLC

    NON-PROFIT · OK · income $523,267 · assets $13,341,102

    Directly controlled by KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC

  • KIRKPATRICK FAMILY FUND REAL ESTATE LLC

    NON-PROFIT · OK · income $0 · assets $3,520,766

    Directly controlled by KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC

  • CAMPBELL ART PARK LLC

    NON-PROFIT · OK · income $0 · assets -$645

    Directly controlled by KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC

  • KIRKPATRICK PUBLISHING LLC

    NON-PROFIT · OK · income $2,357 · assets $67,730

    Directly controlled by KIRKPATRICK FAMILY AFFILIATED FUND OF OCCF INC

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2025
IRS schema version
2023v6.0
Source object
202511339349307381

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

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