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Nonprofit · EIN 47-0969102

VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC

Tax-exempt · OKLAHOMA CITY, OK 73102

Financials

$46K$110K2022$125K$125K2023$973K$139K2024
Revenue Expenses · by fiscal year end
Financials of VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$972,718$139,274$833,444$2,977,180$0$2,977,180
June 30, 2024990$125,163$125,120$43$2,785,665$0$2,785,665
June 30, 2023990$46,138$110,249-$64,111$2,557,032$0$2,557,032
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$972,718
Net gain from sales of assets
$916,047
Other revenue
$0

Expenses

Grants and similar amounts paid
$110,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$110,000
Management and general (functional)
$26,503
Fundraising (functional)
$2,771

Balance sheet and other

Total assets, start of year
$2,785,665
Total assets, end of year
$2,977,180
Total liabilities, end of year
$0
Net assets, end of year
$2,977,180
Publicly traded securities
$2,969,975
Net assets without donor restrictions
$286,702
Net assets with donor restrictions
$2,690,478
Gross receipts
$8,012,631
Employees
0
Volunteers
2
Year formed
2014
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
LINDSAY LAIRDTRUSTEE
Trustee or director
0.25$0$183,899$26,867
HELEN STONESECRETARY
Officer
0.25$0$179,160$30,602
CHRISTINA ADCOXTRUSTEE
Trustee or director
0.25$0$188,297$10,268
CATHY LIPPARDTREASURER (THROUGH JANUARY 2025)
Officer
0.25$0$167,649$28,651
GREGG KOEHNTREASURER
Officer
0.25$0$166,048$9,969
KATHY FRANKENFIELDTRUSTEE
Trustee or director
0.5$0$0$0
JUSTIN VOGT JRTRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended June 30, 2024: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
RHONDA GODWINTRUSTEE (THROUGH 4/9/24)
Trustee or director
0.25$0$253,564$35,138
HELEN STONESECRETARY
Officer
0.25$0$196,112$29,293
JOE CARTERTRUSTEE
Trustee or director
0.25$0$195,062$29,188
CATHY LIPPARDTREASURER
Officer
0.25$0$170,286$26,642
KATHY FRANKENFIELDTRUSTEE
Trustee or director
0.5$0$0$0
JUSTIN VOGT JRTRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
HELEN STONESECRETARY
Officer
0.25$0$175,759$25,864
CATHY LIPPARDTREASURER
Trustee or director, Officer
0.25$0$156,740$23,775
JUSTIN VOGT JRTRUSTEE
Trustee or director
0.5$0$0$0
KATHY FRANKENFIELDTRUSTEE
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.

990 for the year ended June 30, 2025

Program accomplishments

  • DISTRIBUTIONS WERE MADE TO VARIOUS CHARITABLE, SCIENTIFIC, LITERACY, EDUCATIONAL AND PUBLIC SERVICE ORGANIZATIONS TO IMPROVE COMMUNITY AND QUALITY OF LIFE IN OKLAHOMA.
    Expenses $110,000 · grants $110,000

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
47-0969102
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
2015
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,977,180
Income (IRS master file)
$8,012,631

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$972,718$139,274$2,977,180IRS
990June 2024$125,163$125,120$2,785,665IRS
990June 2023$46,138$110,249$2,557,032XML
990June 2022$49,030$11,078$2,418,350IRS
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 47-0969102).

Questions about VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC

What is the EIN of VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC?
The employer identification number (EIN) of VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC is 47-0969102.
Is VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION 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 VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION 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 VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION 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 VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC?
The 990 for the year ended June 30, 2025 names GARYL GEIST.
Who are the officers and directors of VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $972,718, expenses of $139,274 and total assets of $2,977,180 at year end.

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