Kirkpatrick Family Affiliated Fund Ok City Community Foundation Inc
- Assets
- $324.0m
- Revenue
- $11.8m
- Investments
- $5.0m
- Employees
- 0
- Location
- Oklahoma City, OK
- Founding
- 07/1990
- Data as of
- 06/2020
- EIN
- 73-1355924
Organization Overview
Kirkpatrick Family Affiliated Fund Ok City Community Foundation Inc is located in Oklahoma City, OK. The organization was established in 1990. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Kirkpatrick Family Affiliated Fund OK City Community Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2020, Kirkpatrick Family Affiliated Fund OK City Community Foundation Inc generated $11.8m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (0.5%) each year. All expenses for the organization totaled $14.6m during the year ending 06/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Kirkpatrick Family Affiliated Fund OK City Community Foundation Inc has awarded 393 individual grants totaling $38,490,697. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATIONBY INVESTING IN IDEAS AND LEADERSHIP THAT CONTRIBUTE TO AND ADVANCE THECULTURAL, INTELLECTUAL AND SOCIAL INTEREST OF THE COMMUNITIES WE SUPPORT.
Describe the Organization's Program Activity:
Part 3 - Line 4a
DISTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE ORGANIZATIONS IN THE GREATER OKLAHOMA CITY AREA AND ELSEWHERE IN THE U.S. TO SUPPORT THE ARTS, EDUCATION, ANIMAL WELFARE, ENVIRONMENTAL AND CONSERVATION INITIATIVES. ALL OF THIS WAS DONE IN SUPPORT OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Christian Keesee President | OfficerTrustee | 0.5 | $0 |
George Drew Vice-President | OfficerTrustee | 0.5 | $0 |
Nancy B Anthony Secretary/treasurer | Officer | 0.25 | $0 |
Elizabeth Eickman Dir Of Kirkpatrick Fam Fnd | Officer | 49.5 | $0 |
Rhonda Godwin Vice Pres Administration | Officer | 0.25 | $0 |
James Pickel Trustee | Trustee | 0.5 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Blackrock Investment Manager | 6/29/21 | $128,779 |
Penman Construction & Properties Construction Company | 6/29/21 | $137,921 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $33,298 |
| Investment income | $5,509,178 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $240 |
| Net Gain/Loss on Asset Sales | $5,846,030 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $11,766,230 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $406,069 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $427,620 |
| Fees for services: Other | $1,597 |
| Advertising and promotion | $0 |
| Office expenses | $1,965 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $5,614 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $134,980 |
| Insurance | $5,397 |
| All other expenses | $0 |
| Total functional expenses | $14,562,475 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,421,026 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $27,530 |
| Investments—publicly traded securities | $306,268,328 |
| Investments—other securities | $5,016,431 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $561,512 |
| Total assets | $324,040,869 |
| Accounts payable and accrued expenses | $257,573 |
| Grants payable | $3,050,226 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $3,307,799 |
| Net assets without donor restrictions | $0 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total liabilities and net assets/fund balances | $320,733,070 |
Grants Awarded
Over the last fiscal year, Kirkpatrick Family Affiliated Fund Ok City Community Foundation Inc has awarded $8,980,650 in support to 89 organizations.
| Grant Recipient | Amount |
|---|---|
Oklahoma City, OK PURPOSE: GENERAL PURPOSE | $3,084,350 |
Oklahoma City, OK PURPOSE: ARTS, CULTURE AND HUMANITIES | $1,500,000 |
Oklahoma City, OK PURPOSE: ARTS, CULTURE AND HUMANITIES | $1,125,000 |
Oklahoma City, OK PURPOSE: COMMUNITY IMPROVEMENT/CAPACITY BUILDING | $325,000 |
GREEN BOX PURPOSE: ARTS, CULTURE AND HUMANITIES | $320,000 |
Oklahoma City, OK PURPOSE: HEALTH, GENERAL & REHABILITATIVE | $250,000 |
Endowment Analysis
| Beg. Balance | $320,733,070 |
| Earnings | $90,988,497 |
| Admin Expense | $1,685,743 |
| Other Expense | $391,239 |
| Grants | $9,092,330 |
| Ending Balance | $400,552,255 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Impact Investing Charitable Trust Lenexa, KS | $213,669,693 | $138,067,864 |
Signatry Charitable Trust Overland Park, KS | $81,194,986 | $73,628,321 |
Kirkpatrick Family Affiliated Fund Ok City Community Foundation Inc Oklahoma City, OK | $324,040,869 | $11,766,230 |
John L Santikos Charitable Foundation San Antonio, TX | $496,690,264 | -$37,218,989 |
Bokf Foundation Tulsa, OK | $18,840,585 | $10,529,453 |
Barbara Bush Houston Literacy Foundation Houston, TX | $10,679,389 | $4,314,808 |
Mdc Richmond American Homes Foundation Denver, CO | $62,577,099 | $11,290,556 |
Goodwill Of Colorado Colorado Springs, CO | $19,789,763 | $4,278,008 |
San Jacinto Community College Foundation Pasadena Texas Pasadena, TX | $44,430,086 | $3,138,772 |
Menorah Heritage Foundation Overland Park, KS | $63,841,650 | $6,880,608 |
Cardwell Foundation El Paso, TX | $19,559,398 | $1,253,367 |
Real Estate Charitable Foundation Kansas City, MO | $43,935,265 | $4,204,580 |