Nonprofit · EIN 36-4763764
E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT
Tax-exempt · OKLAHOMA CITY, OK 73102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,857,032 | $1,201,276 | $7,655,756 | $28,186,690 | $79,806 | $28,106,884 |
| June 30, 2024 | 990 | $1,527,654 | $1,034,995 | $492,659 | $26,585,184 | $60,145 | $26,525,039 |
| June 30, 2023 | 990 | $1,171,615 | $728,867 | $442,748 | $24,226,329 | $10,000 | $24,216,329 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $38,877
- Program service revenue
- $0
- Investment income
- $8,430,177
- Royalties
- $387,978
- Net gain from sales of assets
- $7,933,503
- Other revenue
- $387,978
Expenses
- Grants and similar amounts paid
- $1,061,913
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $243
- Program services (functional)
- $1,061,913
- Management and general (functional)
- $129,545
- Fundraising (functional)
- $9,818
Balance sheet and other
- Total assets, start of year
- $26,585,184
- Total assets, end of year
- $28,186,690
- Total liabilities, end of year
- $79,806
- Net assets, end of year
- $28,106,884
- Publicly traded securities
- $25,931,914
- Net assets without donor restrictions
- $3,071,520
- Net assets with donor restrictions
- $25,035,364
- Gross receipts
- $69,826,814
- Employees
- 0
- Volunteers
- 4
- Year formed
- 2013
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TRISHA FINNEGAN | VICE PRESIDENT Trustee or director, Officer | 0.25 | $0 | $462,096 | $29,522 |
| HELEN STONE | SECRETARY Officer | 0.25 | $0 | $179,160 | $30,602 |
| GREGG KOEHN | TREASURER Officer | 0.25 | $0 | $166,048 | $9,969 |
| KELLEY BARNES | TRUSTEE Trustee or director | 0.25 | $0 | $130,810 | $23,313 |
| NANCY B ANTHONY | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| HARRY MERSON | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| KARI BLAKLEY | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JAMES FREEDMAN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NANCY B ANTHONY | TRUSTEE Trustee or director | 0.5 | $0 | $228,144 | $0 |
| HELEN STONE | SECRETARY Officer | 0.25 | $0 | $196,112 | $29,293 |
| CATHY LIPPARD | TREASURER Officer | 0.25 | $0 | $170,286 | $26,642 |
| KELLEY BARNES | VICE PRESIDENT Trustee or director, Officer | 0.25 | $0 | $169,096 | $26,523 |
| HARRY MERSON | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| ROBERT FREEDMAN | TRUSTEE (THROUGH DECEMBER 2023) Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NANCY B ANTHONY | TRUSTEE Trustee or director | 0.25 | $0 | $299,992 | $36,220 |
| HELEN STONE | SECRETARY Officer | 0.25 | $0 | $175,849 | $25,864 |
| CATHY LIPPARD | TREASURER Officer | 0.25 | $0 | $156,740 | $23,775 |
| KELLEY BARNES | VICE PRESIDENT Trustee or director, Officer | 0.25 | $0 | $151,620 | $23,003 |
| HARRY MERSON | PRESIDENT Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| PAULI LOEFFLER | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| ROBERT FREEDMAN | TRUSTEE 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
SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION, INC.
Program accomplishments
- 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 $1,061,913 · grants $1,061,913
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-4763764
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $28,186,690
- Income (IRS master file)
- $69,826,814
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,857,032 | $1,201,276 | $28,186,690 | IRS |
| 990 | June 2024 | $1,527,654 | $1,034,995 | $26,585,184 | IRS |
| 990 | June 2023 | $1,171,615 | $728,867 | $24,226,329 | XML |
| 990 | June 2022 | $1,211,221 | $415,909 | $22,229,440 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 36-4763764).
Questions about E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT
- What is the EIN of E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT?
- The employer identification number (EIN) of E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT is 36-4763764.
- Is E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT 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 E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT 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 E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT 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 E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT?
- The 990 for the year ended June 30, 2025 names GARYL GEIST.
- Who are the officers and directors of E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does E PHIL & ROBERTA KIRSCHNER AFFILATED FUND OF THE OKLAHOMA CIT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,857,032, expenses of $1,201,276 and total assets of $28,186,690 at year end.
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All nonprofits in OKLAHOMA CITY · Oklahoma · Philanthropy, voluntarism and grantmaking foundations