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Nonprofit · EIN 26-0703109

ALBERS FAMILY AFFILIATED FUND OFTHE OCCF INC

Tax-exempt · OKLAHOMA CITY, OK 73102

Financials

$170K$112K2022$213K$131K2023$619K$153K2024
Revenue Expenses · by fiscal year end
Financials of ALBERS FAMILY AFFILIATED FUND OFTHE OCCF INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$619,216$152,769$466,447$1,505,507$0$1,505,507
June 30, 2024990$213,029$131,454$81,575$1,371,307$4,340$1,366,967
June 30, 2023990$169,601$112,037$57,564$1,185,737$0$1,185,737
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$125,173
Program service revenue
$0
Investment income
$494,043
Net gain from sales of assets
$465,814
Other revenue
$0

Expenses

Grants and similar amounts paid
$132,500
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$715
Program services (functional)
$132,500
Management and general (functional)
$18,396
Fundraising (functional)
$1,873

Balance sheet and other

Total assets, start of year
$1,371,307
Total assets, end of year
$1,505,507
Total liabilities, end of year
$0
Net assets, end of year
$1,505,507
Publicly traded securities
$1,501,864
Net assets without donor restrictions
$146,534
Net assets with donor restrictions
$1,358,973
Gross receipts
$4,184,010
Employees
0
Volunteers
7
Year formed
2006
State of legal domicile
OK

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
TRISHA FINNEGANTRUSTEE
Trustee or director
0.25$0$462,096$29,522
HELEN STONESECRETARY
Officer
0.25$0$179,160$30,602
CATHY LIPPARDTREASURER (THROUGH 10/18/24)
Officer
0.25$0$167,649$28,651
GREGG KOEHNTREASURER
Trustee or director, Officer
0.25$0$166,048$9,969
JENNIFER STEWARTTRUSTEE
Trustee or director
0.25$0$139,280$24,828
LINDSAY CATESTRUSTEE
Trustee or director
0.25$0$107,874$20,726
LEIGH ANN ALBERSPRESIDENT
Trustee or director, Officer
0.5$0$0$0
PAUL W ALBERSVICE PRESIDENT
Trustee or director, Officer
0.5$0$0$0
DEDE ALBERSTRUSTEE
Trustee or director
0.5$0$0$0
DONALD ALBERSTRUSTEE
Trustee or director
0.5$0$0$0
CHRISTIAN KEESEETRUSTEE
Trustee or director
0.5$0$0$0
PATRICK QUILLIANTRUSTEE
Trustee or director
0.5$0$0$0
MARTHA JENNINGS SMITHTRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
TRISHA FINNEGANTRUSTEE
Trustee or director
0.25$0$401,213$26,499
HELEN STONESECRETARY
Officer
0.25$0$196,112$29,293
CATHY LIPPARDTREASURER
Officer
0.25$0$170,286$26,642
LEIGH ANN ALBERSPRESIDENT
Trustee or director, Officer
0.5$0$0$0
PAUL W ALBERSVICE PRESIDENT
Trustee or director, Officer
0.5$0$0$0
DEDE ALBERSTRUSTEE
Trustee or director
0.5$0$0$0
DONALD ALBERSTRUSTEE
Trustee or director
0.5$0$0$0
CHRISTIAN KEESEETRUSTEE
Trustee or director
0.5$0$0$0
PATRICK QUILLIANTRUSTEE
Trustee or director
0.5$0$0$0
MARTHA JENNINGS SMITHTRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
HELEN STONESECRETARY/TRUSTEE
Officer
0.25$0$175,849$25,864
TRISHA FINNEGANTRUSTEE
Trustee or director
0.25$0$186,063$2,806
CATHY LIPPARDTREASURER/TRUSTEE
Officer
0.25$0$156,740$23,775
LEIGH ANN ALBERSPRESIDENT
Trustee or director, Officer
0.5$0$0$0
PAUL ALBERSVICE PRESIDENT
Trustee or director, Officer
0.5$0$0$0
MARTHA JENNINGS SMITHTRUSTEE
Trustee or director
0.5$0$0$0
PATRICK QUILLIANTRUSTEE
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
1000 N BROADWAY AVE, OKLAHOMA CITY, OK 73102-5827
In care of
% NANCY B ANTHONY
Principal officer (990 for 2024)
GARYL GEIST, 1000 N BROADWAY AVE, OKLAHOMA CITY, OK 73102
Signed the 990
GARYL GEIST, TREASURER
Phone
(405) 235-5603
Return prepared by
BAKER TILLY ADVISORY GROUP LP

Mission

THE FUND IS OPERATED TO SUPPORT THE CHARITABLE EFFORTS OF THE OKLAHOMA CITY COMMUNITY FOUNDATION.

990 for the year ended June 30, 2025

Program accomplishments

  • TO SUPPORT THE CHARITABLE PURPOSES OF THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC., BY PROVIDING GRANTS AND FUNDING TO DESIGNATED PUBLIC CHARITIES.
    Expenses $132,500 · grants $132,500

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
26-0703109
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2009
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,505,507
Income (IRS master file)
$4,184,010

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$619,216$152,769$1,505,507IRS
990June 2024$213,029$131,454$1,371,307IRS
990June 2023$169,601$112,037$1,185,737XML
990June 2022$169,681$132,098$1,041,415IRS
990June 2021–––IRS
990June 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-0703109).

Questions about ALBERS FAMILY AFFILIATED FUND OFTHE OCCF INC

What is the EIN of ALBERS FAMILY AFFILIATED FUND OFTHE OCCF INC?
The employer identification number (EIN) of ALBERS FAMILY AFFILIATED FUND OFTHE OCCF INC is 26-0703109.
Is ALBERS FAMILY AFFILIATED FUND OFTHE OCCF INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to ALBERS FAMILY AFFILIATED FUND OFTHE OCCF INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does ALBERS FAMILY AFFILIATED FUND OFTHE OCCF INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ALBERS FAMILY AFFILIATED FUND OFTHE OCCF INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALBERS FAMILY AFFILIATED FUND OFTHE OCCF INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ALBERS FAMILY AFFILIATED FUND OFTHE OCCF INC?
The 990 for the year ended June 30, 2025 names GARYL GEIST.
Who are the officers and directors of ALBERS FAMILY AFFILIATED FUND OFTHE OCCF INC?
The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
How much revenue does ALBERS FAMILY AFFILIATED FUND OFTHE OCCF INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $619,216, expenses of $152,769 and total assets of $1,505,507 at year end.

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