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← LAWTON COMMUNITY FOUNDATION AFFILATED FUND OF THE OKC CITY COM

Form 990 for tax year 2023

Filed by LAWTON COMMUNITY FOUNDATION AFFILATED FUND OF THE OKC CITY COM.

Totals

Total revenue
$1,356,658
Total expenses
$591,533
Contributions and grants received
$722,372
Grants paid
$483,130
Program service revenue
$0
Investment income
$634,286
Other revenue
$0
Total assets, end of year
$14,324,616
Total liabilities, end of year
$312,683
Net assets or fund balances, end of year
$14,011,933
Program services expenses (Part IX)
$483,130
Management and general expenses
$97,538
Fundraising expenses
$10,865
Program service expenses (Part III)
$483,130

Program services were 81.7% 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

    $722,372

  • 3 · Investment income

    total $207,677 · excluded $207,677

  • 7a · Gross sales of assets other than inventory

    securities $3,328,694

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

    securities $2,902,085

  • 7c · Gain or loss

    securities $426,609

  • 7d · Net gain or loss

    total $426,609 · excluded $426,609

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $462,630 · program services $462,630

  • 2 · Grants to domestic individuals

    total $20,500 · program services $20,500

  • 11a · Fees: management

    total $90,536 · management and general $79,671 · fundraising $10,865

  • 11f · Fees: investment management

    total $9,426 · management and general $9,426

  • 13 · Office expenses

    total $914 · management and general $914

  • 17 · Travel

    total $369 · management and general $369

  • 19 · Conferences, conventions and meetings

    total $3,760 · management and general $3,760

  • 24a · Other expenses: ANNUAL REPORT/NEWSLETTE

    total $3,292 · management and general $3,292

  • 24b · Other expenses: PROCESSING FEES

    total $106 · management and general $106

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,188 · end of year $39,687

  • 7 · Other notes and loans receivable

    beginning of year $460,741 · end of year $444,764

  • 11 · Investments: publicly traded securities

    beginning of year $11,968,364 · end of year $13,840,165

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,500 · end of year $0

  • 18 · Grants payable

    beginning of year $304,606 · end of year $312,683

  • 27 · Net assets without donor restrictions

    beginning of year $1,686,139 · end of year $1,896,786

  • 28 · Net assets with donor restrictions

    beginning of year $10,448,048 · end of year $12,115,147

Mission and programs · 2023

Mission

TO SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION BY MAKING DISTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS IN THE LAWTON AREA TO BENEFIT THE GREATER LAWTON COMMUNITY.

  • IN SUPPORT OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, DISTRIBUTIONS ARE MADE TO VARIOUS CHARITABLE ORGANIZATIONS IN THE LAWTON AREA TO BENEFIT THE COMMUNITY.

    Expenses $483,130 · Grants $483,130

As filed on the 2023 return.

Listed in Part VII

  • JOE CARTER

    TRUSTEE - OCCF REP.

    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

  • MIKE MAYHALL

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID MADIGAN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • JENNIFER DENNIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • PHIL FERRELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • NATALIE FITCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • LINDA NEAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ERVIN RANDLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID TOWE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • CATHY LIPPARD

    SECRETARY/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

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
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202501299349303275

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

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