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← JOHN KIRKPATRICK FUND FOR HISTORIC CULTURAL & CIVIC UNDERSTANDING AFF

Form 990 for tax year 2024

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

Totals

Total revenue
$10,428,608
Total expenses
$316,658
Contributions and grants received
$1,571,462
Grants paid
$200,000
Program service revenue
$0
Investment income
$8,857,146
Other revenue
$0
Total assets, end of year
$28,859,913
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$28,859,913
Program services expenses (Part IX)
$200,000
Management and general expenses
$108,382
Fundraising expenses
$8,276
Program service expenses (Part III)
$200,000

Program services were 63.2% 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.

  • 1d · Related organizations

    $1,571,462

  • 3 · Investment income

    total $523,913 · excluded $523,913

  • 7a · Gross sales of assets other than inventory

    securities $72,374,983

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

    securities $64,041,750

  • 7c · Gain or loss

    securities $8,333,233

  • 7d · Net gain or loss

    total $8,333,233 · excluded $8,333,233

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $200,000 · program services $200,000

  • 11a · Fees: management

    total $80,350 · management and general $72,074 · fundraising $8,276

  • 11f · Fees: investment management

    total $21,660 · management and general $21,660

  • 23 · Insurance

    total $14,648 · management and general $14,648

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $60,601 · end of year $69,833

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,859 · end of year $4,192

  • 11 · Investments: publicly traded securities

    beginning of year $24,179,729 · end of year $28,785,888

  • 15 · Other assets

    beginning of year $274,340

  • 27 · Net assets without donor restrictions

    beginning of year $3,854,804 · end of year $4,804,864

  • 28 · Net assets with donor restrictions

    beginning of year $20,665,725 · end of year $24,055,049

Mission and programs · 2024

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION BY PROVIDING LONG-TERM CONTINUING SUPPORT FOR CULTURAL, HISTORIC, SCIENTIFIC AND HORTICULTURAL ACTIVITIES IN THE OKLAHOMA CITY AREA AND MAINTAINING THE COLLECTIONS AND OTHER PROPERTY OWNED BY THE FUND.

  • SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION BY PROVIDING LONG-TERM CONTINUING SUPPORT FOR CULTURAL, HISTORIC, SCIENTIFIC AND HORTICULTURAL ACTIVITIES IN THE OKLAHOMA CITY AREA AND MAINTAINING THE COLLECTIONS AND OTHER PROPERTY OWNED BY THE FUND.

    Expenses $200,000 · Grants $200,000

As filed on the 2024 return.

Listed in Part VII

  • Nancy B Anthony

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Christian Keesee

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Steve Davis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Trisha Finnegan

    SECRETARY/TREASURER

    Total calculated
    $491,618
    From this org
    $0
    From related orgs
    $462,096
    Other
    $29,522
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $458,570 related
    Bonus
    $0
    Other
    $0 + $3,526 related
    Deferred
    $0 + $19,254 related
    Nontaxable benefits
    $0 + $10,268 related
    Filer's total
    $0 + $491,618 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
2024
Filed
9 May 2026
IRS schema version
2024v5.5
Source object
202611349349311041

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