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← HERITAGE HALL AFFILIATED FUND OF OCCF INC

Form 990 for tax year 2022

Filed by HERITAGE HALL AFFILIATED FUND OF OCCF INC.

Totals

Total revenue
$64,070
Total expenses
$137,518
Contributions and grants received
$2,868
Grants paid
$124,986
Program service revenue
$0
Investment income
$61,202
Other revenue
$0
Total assets, end of year
$3,297,880
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,297,880
Program services expenses (Part IX)
$124,986
Management and general expenses
$11,561
Fundraising expenses
$971
Program service expenses (Part III)
$124,986

Program services were 90.9% 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.

  • 1f · All other contributions, gifts and grants

    $2,868

  • 3 · Investment income

    total $42,487 · excluded $42,487

  • 7a · Gross sales of assets other than inventory

    securities $423,923

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

    securities $405,208

  • 7c · Gain or loss

    securities $18,715

  • 7d · Net gain or loss

    total $18,715 · excluded $18,715

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $124,986 · program services $124,986

  • 11a · Fees: management

    total $9,426 · management and general $8,455 · fundraising $971

  • 11f · Fees: investment management

    total $3,106 · management and general $3,106

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,238 · end of year $5,582

  • 11 · Investments: publicly traded securities

    beginning of year $3,088,360 · end of year $3,292,298

  • 27 · Net assets without donor restrictions

    beginning of year $435,642 · end of year $461,480

  • 28 · Net assets with donor restrictions

    beginning of year $2,660,956 · end of year $2,836,400

Mission and programs · 2022

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION AND HERITAGE HALL SCHOOL.

  • SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION THROUGH DISTRIBUTIONS MADE TO HERITAGE HALL SCHOOL, WHICH IS A SECTION 501(C)(3) ORGANIZATION AND THE ULTIMATE BENEFICIARY OF ALL THE ASSETS OF THIS ORGANIZATION.

    Expenses $124,986 · Grants $124,986

As filed on the 2022 return.

Listed in Part VII

  • Joe Carter

    TRUSTEE

    Total calculated
    $208,898
    From this org
    $0
    From related orgs
    $182,269
    Other
    $26,629
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,206 related
    Bonus
    $0
    Other
    $0 + $1,063 related
    Deferred
    $0 + $18,702 related
    Nontaxable benefits
    $0 + $7,927 related
    Filer's total
    $0 + $208,898 related

  • Cathy Thompkins

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Jeff Ritenour

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Mike Collison

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • John Frank

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • 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

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
5 April 2024
IRS schema version
2022v5.0
Source object
202441039349301969

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