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← HERITAGE HALL AFFILIATED FUND OF OCCF INC

Form 990 for tax year 2023

Filed by HERITAGE HALL AFFILIATED FUND OF OCCF INC.

Totals

Total revenue
$162,560
Total expenses
$3,706,136
Contributions and grants received
$200
Grants paid
$3,693,846
Program service revenue
$0
Investment income
$162,360
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$3,693,846
Management and general expenses
$11,260
Fundraising expenses
$1,030
Program service expenses (Part III)
$3,693,846

Program services were 99.7% 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.

  • 1f · All other contributions, gifts and grants

    $200

  • 3 · Investment income

    total $44,588 · excluded $44,588

  • 7a · Gross sales of assets other than inventory

    securities $918,941

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

    securities $801,169

  • 7c · Gain or loss

    securities $117,772

  • 7d · Net gain or loss

    total $117,772 · excluded $117,772

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,693,846 · program services $3,693,846

  • 11a · Fees: management

    total $10,001 · management and general $8,971 · fundraising $1,030

  • 11f · Fees: investment management

    total $2,289 · management and general $2,289

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,582 · end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $3,292,298 · end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $461,480 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $2,836,400 · end of year $0

Mission and programs · 2023

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 $3,693,846 · Grants $3,693,846

As filed on the 2023 return.

Listed in Part VII

  • Joe Carter

    TRUSTEE

    Total calculated
    $224,250
    From this org
    $0
    From related orgs
    $195,062
    Other
    $29,188
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,239 related
    Bonus
    $0
    Other
    $0 + $4,823 related
    Deferred
    $0 + $19,506 related
    Nontaxable benefits
    $0 + $9,682 related
    Filer's total
    $0 + $224,250 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

  • Talita Denegri

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Cathy Lippard

    TREASURER

    Total calculated
    $196,928
    From this org
    $0
    From related orgs
    $170,286
    Other
    $26,642
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,003 related
    Bonus
    $0
    Other
    $0 + $5,283 related
    Deferred
    $0 + $17,029 related
    Nontaxable benefits
    $0 + $9,613 related
    Filer's total
    $0 + $196,928 related

  • Helen Stone

    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

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.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2023
Filed
5 May 2025
IRS schema version
2023v6.0
Source object
202511299349303291

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