E Phil & Roberta Kirschner Affilated Fund Of The Oklahoma Cit
- Assets
- $24.1m
- Revenue
- $1.0m
- Investments
- $0.0
- Employees
- 0
- Location
- Oklahoma City, OK
- Founding
- 07/2014
- Data as of
- 06/2021
- EIN
- 36-4763764
Organization Overview
E Phil & Roberta Kirschner Affilated Fund Of The Oklahoma Cit is located in Oklahoma City, OK. The organization was established in 2014. 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. E Phil & Roberta Kirschner Affilated Fund Of The Oklahoma Cit 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 06/2021, E Phil & Roberta Kirschner Affilated Fund Of The Oklahoma Cit generated $1.0m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (5.0%) each year. All expenses for the organization totaled $385.9k during the year ending 06/2021. As we would expect to see with falling revenues, expenses have declined by (4.7%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, E Phil & Roberta Kirschner Affilated Fund Of The Oklahoma Cit has awarded 57 individual grants totaling $824,212. 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
2021
Describe the Organization's Mission:
Part 3 - Line 1
SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC. THROUGH DISTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE, RELIGIOUS, LITERACY AND EDUCATIONAL ORGANIZATIONS TO FOSTER EDUCATION AND THE DEVELOPMENT OF YOUTH.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Nancy B Anthony Secy/treasuer | OfficerTrustee | 0.25 | $0 |
Rhonda Godwin Vice Pres Administration | Officer | 0.25 | $0 |
Elizabeth Eickman Dir Of Kirkpatrick Fam Fnd | Officer | 1 | $0 |
Harry Merson Trustee | Trustee | 0.5 | $0 |
Miriam Freedman Trustee | Trustee | 0.5 | $0 |
Pauli Loeffler Trustee | Trustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $182,304 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $582,722 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $258,928 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,023,954 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $279,350 |
| 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 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 | $49,907 |
| 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 | $56,292 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| 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 | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $385,945 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $21,225,511 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,898,915 |
| Total assets | $24,124,426 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| 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 | $0 |
| Net assets without donor restrictions | $1,657,501 |
| Net assets with donor restrictions | $22,466,925 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $24,124,426 |
Grants Awarded
Over the last fiscal year, E Phil & Roberta Kirschner Affilated Fund Of The Oklahoma Cit has awarded $174,100 in support to 12 organizations.
| Grant Recipient | Amount |
|---|---|
Metairie, LA PURPOSE: General Purposes | $60,000 |
OKLAHOMA SCHOOL FOR THE BLIND PURPOSE: General Purposes | $15,000 |
Muskogee, OK PURPOSE: General Purposes | $15,000 |
MUSKOGEE COUNTY CHILD ADVOCACY CENTER KIDS SPACE PURPOSE: General Purposes | $15,000 |
Muskogee, OK PURPOSE: General Purposes | $10,000 |
MCM FOOD PANTRY INC PURPOSE: General Purposes | $10,000 |
Endowment Analysis
| Beg. Balance | $18,970,743 |
| Earnings | $5,539,628 |
| Admin Expense | $106,199 |
| Other Expense | $396 |
| Grants | $279,350 |
| Ending Balance | $24,124,426 |
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 |