Raymond H Jr & Bonnie B Hefner Fam Affiliated Fund Of Oc Commmunity
- Assets
- $2.3m
- Revenue
- $49.2k
- Investments
- $0.0
- Employees
- 0
- Location
- Oklahoma City, OK
- Founding
- 03/1999
- Data as of
- 06/2021
- EIN
- 73-1549818
Organization Overview
Raymond H Jr & Bonnie B Hefner Fam Affiliated Fund Of Oc Commmunity is located in Oklahoma City, OK. The organization was established in 1999. According to its NTEE Classification (T12) the organization is classified as: Fund Raising & Fund Distribution, 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. Raymond H Jr & Bonnie B Hefner Fam Affiliated Fund Of Oc Commmunity 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, Raymond H Jr & Bonnie B Hefner Fam Affiliated Fund Of Oc Commmunity generated $49.2k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.5% each year. All expenses for the organization totaled $114.2k during the year ending 06/2021. While expenses have increased by 2.2% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Raymond H Jr & Bonnie B Hefner Fam Affiliated Fund Of Oc Commmunity has awarded 28 individual grants totaling $226,000. 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 FDN VIA CHARITABLE CONTRIBUTIONS TO NON-PROFIT ENTITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION VIA CHARITABLE CONTRIBUTIONS TO NON-PROFIT ENTITIES.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Vici Hefner Heitzke Vice-President | OfficerTrustee | 0.5 | $0 |
Bonnie B Hefner President | OfficerTrustee | 0.5 | $0 |
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 |
James R Tolbert III 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 | $20,216 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $28,960 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $49,176 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $104,250 |
| 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 | $7,233 |
| 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 | $2,688 |
| 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 | $114,171 |
| 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 | $2,319,858 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $884 |
| Total assets | $2,320,742 |
| 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 | $155,187 |
| Net assets with donor restrictions | $2,165,555 |
| 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 | $2,320,742 |
Grants Awarded
Over the last fiscal year, Raymond H Jr & Bonnie B Hefner Fam Affiliated Fund Of Oc Commmunity has awarded $56,500 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
Oklahoma City, OK PURPOSE: General Purposes | $10,000 |
Oklahoma City, OK PURPOSE: General Purposes | $10,000 |
ENDING HUNGER OKCMEALS ON WHEELS OKC - ST LUKES UMC PURPOSE: General Purposes | $8,000 |
Oklahoma City, OK PURPOSE: General Purposes | $7,500 |
Oklahoma City, OK PURPOSE: General Purposes | $7,500 |
Oklahoma City, OK PURPOSE: General Purposes | $7,500 |
Endowment Analysis
| Beg. Balance | $1,924,174 |
| Earnings | $510,739 |
| Admin Expense | $9,921 |
| Grants | $104,250 |
| Ending Balance | $2,320,742 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Petco Foundation San Antonio, TX | $33,418,658 | $39,582,418 |
Nau Foundation Houston, TX | $22,224,867 | $2,525,236 |
Zero Zero One Inc Wichita, KS | $296,480,303 | $56,363,793 |
Excellerate Foundation Charitable Support Rogers, AR | $173,087,242 | $16,463,917 |
William R Orthwein Jr And Laura Rand Orthwein Foundation Inc St Louis, MO | $73,594,056 | $14,006,042 |
Greater Houston Golf Charity The Woodlands, TX | $3,025,396 | $6,171,949 |
Amoud Foundation Irving, TX | $3,623,753 | $6,777,014 |
Rice Re Holdings Iii Houston, TX | $189,919,833 | -$4,482,268 |
Hab Charitable Corporation Fort Worth, TX | $0 | $8,699,388 |
Teammates For Kids Foundation Denver, CO | $83,190,071 | $4,700,598 |
Ssb Charitable Corporation Fort Worth, TX | $58,885,873 | $7,421,686 |
David & Lezlie Hudiburg Family Fdn Foundation Oklahoma City, OK | $0 | $1,762 |