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← E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT

Form 990 for tax year 2023

Filed by E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT.

Totals

Total revenue
$1,527,654
Total expenses
$1,034,995
Contributions and grants received
$0
Grants paid
$932,474
Program service revenue
$0
Investment income
$1,064,286
Other revenue
$463,368
Total assets, end of year
$26,585,184
Total liabilities, end of year
$60,145
Net assets or fund balances, end of year
$26,525,039
Program services expenses (Part IX)
$932,474
Management and general expenses
$96,642
Fundraising expenses
$5,879
Program service expenses (Part III)
$932,474

Program services were 90.1% 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.

  • 3 · Investment income

    total $325,880 · excluded $325,880

  • 5 · Royalties

    total $463,368 · excluded $463,368

  • 7a · Gross sales of assets other than inventory

    securities $5,761,537

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

    securities $5,023,131

  • 7c · Gain or loss

    securities $738,406

  • 7d · Net gain or loss

    total $738,406 · excluded $738,406

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $643,474 · program services $643,474

  • 2 · Grants to domestic individuals

    total $289,000 · program services $289,000

  • 11a · Fees: management

    total $57,081 · management and general $51,202 · fundraising $5,879

  • 11f · Fees: investment management

    total $44,487 · management and general $44,487

  • 13 · Office expenses

    total $25 · management and general $25

  • 17 · Travel

    total $161 · management and general $161

  • 19 · Conferences, conventions and meetings

    total $307 · management and general $307

  • 24e · All other expenses

    total $460 · management and general $460

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $38,479 · end of year $59,519

  • 11 · Investments: publicly traded securities

    beginning of year $21,156,244 · end of year $23,690,157

  • 15 · Other assets

    beginning of year $3,031,606 · end of year $2,835,508

  • 17 · Accounts payable and accrued expenses

    end of year $145

  • 18 · Grants payable

    beginning of year $10,000 · end of year $60,000

  • 27 · Net assets without donor restrictions

    beginning of year $941,895 · end of year $2,756,698

  • 28 · Net assets with donor restrictions

    beginning of year $23,274,434 · end of year $23,768,341

Mission and programs · 2023

Mission

SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC.

  • SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC., THROUGH DISTRIBUTIONS MADE TO VARIOUS CHARITABLE, RELIGIOUS, LITERACY AND EDUCATIONAL ORGANIZATIONS TO FOSTER EDUCATION AND THE DEVELOPMENT OF YOUTH.

    Expenses $932,474 · Grants $932,474

As filed on the 2023 return.

Listed in Part VII

  • Nancy B 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

  • Harry Merson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Freedman

    TRUSTEE (THROUGH DECEMBER 2023)

    Total calculated
    $0
    Hours/week
    0.5

  • Kelley Barnes

    VICE PRESIDENT

    Total calculated
    $195,619
    From this org
    $0
    From related orgs
    $169,096
    Other
    $26,523
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,863 related
    Bonus
    $0
    Other
    $0 + $2,233 related
    Deferred
    $0 + $16,910 related
    Nontaxable benefits
    $0 + $9,613 related
    Filer's total
    $0 + $195,619 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, 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

  • 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

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
3 May 2025
IRS schema version
2023v6.0
Source object
202501299349303995

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