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← JOHN & CLAUDIA HOLLIMAN AFFILIATED FUND OC COMMUNITY FOUNDATION INC

Form 990 for tax year 2023

Filed by JOHN & CLAUDIA HOLLIMAN AFFILIATED FUND OC COMMUNITY FOUNDATION INC.

Totals

Total revenue
$297,514
Total expenses
$162,839
Contributions and grants received
$0
Grants paid
$153,444
Program services expenses (Part IX)
$153,444
Management and general expenses
$8,447
Fundraising expenses
$948
Program service expenses (Part III)
$153,444

Program services were 94.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CLAUDIA HOLLIMAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • JIMMY GOODMAN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • TRISHA FINNEGAN

    TRUSTEE

    Total calculated
    $427,712
    From this org
    $0
    From related orgs
    $401,213
    Other
    $26,499
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,122 related
    Bonus
    $0
    Other
    $0 + $4,091 related
    Deferred
    $0 + $16,717 related
    Nontaxable benefits
    $0 + $9,782 related
    Filer's total
    $0 + $427,712 related

  • NANCY ANTHONY

    TRUSTEE

    Total calculated
    $228,144
    From this org
    $0
    From related orgs
    $228,144
    Other
    $0
    Hours/week
    0.5 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,144 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $228,144 related

  • CHRISTIN MUGG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1 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

  • 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

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 — 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

  • 4a · Severance or change-of-control payment

Answered no

  • 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, LINE 4A
NANCY ANTHONY, THE FORMER PRESIDENT OF THE OKLAHOMA CITY COMMUNITY FOUNDATION (OCCF), RECEIVED A SEVERANCE PAYMENT OF $228,144 FROM OCCF, A RELATED ORGANIZATION.

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
2023
Filed
2 May 2025
IRS schema version
2023v6.0
Source object
202541299349303199

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