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Nonprofit · EIN 73-1461680

OKLAHOMA PHILHARMONIC AFFILIATED FUND OF THE OKLAHOMA CITY

Also known as COMMUNITY FOUNDATION INC

Tax-exempt · OKLAHOMA CITY, OK 73102

Financials

$224K$662K2022$667K$506K2023$3.8M$266K2024
Revenue Expenses · by fiscal year end
Financials of OKLAHOMA PHILHARMONIC AFFILIATED FUND OF THE OKLAHOMA CITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$3,756,151$266,006$3,490,145$11,299,939$0$11,299,939
June 30, 2024990$667,363$506,213$161,150$10,310,668$0$10,310,668
June 30, 2023990$223,708$662,141-$438,433$9,280,878$0$9,280,878
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$6,100
Program service revenue
$0
Investment income
$3,750,051
Net gain from sales of assets
$3,533,233
Other revenue
$0

Expenses

Grants and similar amounts paid
$207,527
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$207,527
Management and general (functional)
$53,386
Fundraising (functional)
$5,093

Balance sheet and other

Total assets, start of year
$10,310,668
Total assets, end of year
$11,299,939
Total liabilities, end of year
$0
Net assets, end of year
$11,299,939
Publicly traded securities
$11,272,593
Net assets without donor restrictions
$767,328
Net assets with donor restrictions
$10,532,611
Gross receipts
$30,909,404
Employees
0
Volunteers
7
Year formed
1994
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
HELEN STONESECRETARY
Officer
0.25$0$179,160$30,602
CATHY LIPPARDTREASURER (THROUGH 9/19/24)
Officer
0.25$0$167,649$28,651
GREGG KOEHNTREASURER
Officer
0.25$0$166,048$9,969
CHUCK WIGGINPRESIDENT
Trustee or director, Officer
0.5$0$0$0
ED BARTHVICE PRESIDENT
Trustee or director, Officer
0.5$0$0$0
STEVEN AGEETRUSTEE
Trustee or director
0.5$0$0$0
ROBERT CLEMENTSTRUSTEE
Trustee or director
0.5$0$0$0
PAUL DUDMANTRUSTEE
Trustee or director
0.5$0$0$0
JANE HARLOWTRUSTEE
Trustee or director
0.5$0$0$0
JEAN HARTSUCKTRUSTEE (THROUGH 8/21/24)
Trustee or director
0.5$0$0$0
ANN JOHNSTONETRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
HELEN STONESECRETARY
Officer
0.25$0$196,112$29,293
CATHY LIPPARDTREASURER
Officer
0.25$0$170,286$26,642
CHUCK WIGGINPRESIDENT
Trustee or director, Officer
0.5$0$0$0
ED BARTHVICE PRESIDENT
Trustee or director, Officer
0.5$0$0$0
STEVEN AGEETRUSTEE
Trustee or director
0.5$0$0$0
ROBERT CLEMENTSTRUSTEE
Trustee or director
0.5$0$0$0
PAUL DUDMANTRUSTEE
Trustee or director
0.5$0$0$0
JANE HARLOWTRUSTEE
Trustee or director
0.5$0$0$0
JEAN HARTSUCKTRUSTEE
Trustee or director
0.5$0$0$0
ANN JOHNSTONETRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
HELEN STONESECRETARY
Officer
0.25$0$175,849$25,864
CATHY LIPPARDTREASURER
Officer
0.25$0$156,740$23,775
CHUCK WIGGINPRESIDENT
Trustee or director, Officer
0.5$0$0$0
ED BARTHVICE PRESIDENT
Trustee or director, Officer
0.5$0$0$0
PAUL DUDMANTRUSTEE
Trustee or director
0.5$0$0$0
ANN JOHNSTONETRUSTEE
Trustee or director
0.5$0$0$0
STEVEN AGEETRUSTEE
Trustee or director
0.5$0$0$0
JANE HARLOWTRUSTEE
Trustee or director
0.5$0$0$0
JEAN HARTSUCKTRUSTEE
Trustee or director
0.5$0$0$0
ROBERT CLEMENTSTRUSTEE
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 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 BY SUPPORTING THE OKLAHOMA PHILHARMONIC.

990 for the year ended June 30, 2025

Program accomplishments

  • ALL DISTRIBUTIONS ARE MADE TO THE OKLAHOMA PHILHARMONIC SOCIETY, A SECTION 501(C)(3) ORGANIZATION THAT SUPPORTS VARIOUS PHILHARMONIC ENDEAVORS IN THE LOCAL COMMUNITY.
    Expenses $207,527 · grants $207,527

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
73-1461680
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
1996
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$11,299,939
Income (IRS master file)
$30,909,404

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$3,756,151$266,006$11,299,939IRS
990June 2024$667,363$506,213$10,310,668IRS
990June 2023$223,708$662,141$9,280,878XML
990June 2022$200,711$435,987$8,956,728IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 73-1461680).

Questions about OKLAHOMA PHILHARMONIC AFFILIATED FUND OF THE OKLAHOMA CITY

What is the EIN of OKLAHOMA PHILHARMONIC AFFILIATED FUND OF THE OKLAHOMA CITY?
The employer identification number (EIN) of OKLAHOMA PHILHARMONIC AFFILIATED FUND OF THE OKLAHOMA CITY is 73-1461680.
Is OKLAHOMA PHILHARMONIC AFFILIATED FUND OF THE OKLAHOMA CITY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to OKLAHOMA PHILHARMONIC AFFILIATED FUND OF THE OKLAHOMA CITY tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does OKLAHOMA PHILHARMONIC AFFILIATED FUND OF THE OKLAHOMA CITY 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 OKLAHOMA PHILHARMONIC AFFILIATED FUND OF THE OKLAHOMA CITY 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 OKLAHOMA PHILHARMONIC AFFILIATED FUND OF THE OKLAHOMA CITY 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 OKLAHOMA PHILHARMONIC AFFILIATED FUND OF THE OKLAHOMA CITY?
The 990 for the year ended June 30, 2025 names GARYL GEIST.
Who are the officers and directors of OKLAHOMA PHILHARMONIC AFFILIATED FUND OF THE OKLAHOMA CITY?
The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does OKLAHOMA PHILHARMONIC AFFILIATED FUND OF THE OKLAHOMA CITY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $3,756,151, expenses of $266,006 and total assets of $11,299,939 at year end.

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