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← ROBERT & BLANCHE GORDON FAMILY AFFILIATED FUND OF THE OCCF INC

Form 990 for tax year 2022

Filed by ROBERT & BLANCHE GORDON FAMILY AFFILIATED FUND OF THE OCCF INC.

Totals

Total revenue
$169,098
Total expenses
$402,094
Contributions and grants received
$0
Grants paid
$369,650
Program service revenue
$0
Investment income
$169,098
Other revenue
$0
Total assets, end of year
$9,617,699
Total liabilities, end of year
$15,000
Net assets or fund balances, end of year
$9,602,699
Program services expenses (Part IX)
$369,650
Management and general expenses
$29,989
Fundraising expenses
$2,455
Program service expenses (Part III)
$369,650

Program services were 91.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • 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

  • JENNIFER STEWART

    TRUSTEE

    Total calculated
    $109,167
    From this org
    $0
    From related orgs
    $92,718
    Other
    $16,449
    Hours/week
    0.25 + 49.75 related

  • SCOTT SPRADLING

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • PEGGY DUNCAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • HOLLY ELLIOTT

    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

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
202441089349300219

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

The source document this was parsed from is served over the API, which is where bulk and document access live.