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Nonprofit · EIN 73-1405419

MALZAHN FAMILY AFFILIATED FUND OF THE OK CITY COMMUNITY FOUNDATION

Also known as FOUNDATION INC

Tax-exempt · OKLAHOMA CITY, OK 73102

Financials

$736K$2M2022$2.1M$8.2M2023$15.8M$4.6M2024
Revenue Expenses · by fiscal year end
Financials of MALZAHN FAMILY AFFILIATED FUND OF THE OK CITY COMMUNITY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$15,769,469$4,631,422$11,138,047$142,731,760$3,055,238$139,676,522
June 30, 2024990$2,095,303$8,218,541-$6,123,238$133,818,058$4,299,412$129,518,646
June 30, 2023990$736,403$2,033,799-$1,297,396$124,673,218$270,845$124,402,373
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$15,781,276
Net gain from sales of assets
$14,859,915
Other revenue
-$11,807

Expenses

Grants and similar amounts paid
$4,312,479
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$4,312,479
Management and general (functional)
$293,682
Fundraising (functional)
$25,261

Balance sheet and other

Total assets, start of year
$133,818,058
Total assets, end of year
$142,731,760
Total liabilities, end of year
$3,055,238
Net assets, end of year
$139,676,522
Publicly traded securities
$50,242,374
Net assets without donor restrictions
$6,251,344
Net assets with donor restrictions
$133,425,178
Gross unrelated business income
-$11,807
Gross receipts
$129,969,434
Employees
0
Volunteers
5
Year formed
1991
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 AND TREASURER
Officer
0.25$0$179,160$30,602
CATHY LIPPARDTREASURER (THROUGH 01/31/2025)
Officer
0.25$0$167,649$28,651
JENNIFER STEWARTTRUSTEE
Trustee or director
0.25$0$139,280$24,828
TIFFANY SEWELL-HOWARDPRESIDENT
Trustee or director, Officer
0.5$0$0$0
DAVID FEROLITRUSTEE
Trustee or director
0.5$0$0$0
RICK JOHNSONTRUSTEE
Trustee or director
0.5$0$0$0
COURTNEY MALZAHN DARRAHTRUSTEE
Trustee or director
0.5$0$0$0
PAM SEWELLTRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended June 30, 2024: 9 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
JENNIFER STEWARTTRUSTEE
Trustee or director
0.25$0$100,144$19,289
TIFFANY SEWELL-HOWARDPRESIDENT
Trustee or director, Officer
0.5$0$0$0
DAVID FEROLITRUSTEE
Trustee or director
0.5$0$0$0
RICK JOHNSONTRUSTEE
Trustee or director
0.5$0$0$0
COURTNEY MALZAHN DARRAHTRUSTEE
Trustee or director
0.5$0$0$0
PAM SEWELLTRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
HELEN STONESECRETARY
Officer
0.25$0$175,849$25,864
TRISHA FINNEGANTRUSTEE
Trustee or director
0.25$0$186,063$2,806
CATHY LIPPARDTREASURER
Officer
0.25$0$156,740$23,775
TIFFANY SEWELL-HOWARDPRESIDENT
Trustee or director, Officer
0.5$0$0$0
DAVID FEROLITRUSTEE
Trustee or director
0.5$0$0$0
RICK JOHNSONTRUSTEE
Trustee or director
0.5$0$0$0
PAM SEWELLTRUSTEE
Trustee or director
0.5$0$0$0
COURTNEY MALZAHN DARRAHTRUSTEE
Trustee or director
0.5$0$0$0
SHELBI DUKETRUSTEE
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
1000 N BROADWAY AVE, OKLAHOMA CITY, OK 73102-5827
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 ENRICHING THE COMMUNITY OF PERRY, OK.

990 for the year ended June 30, 2025

Program accomplishments

  • SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION BY ENRICHING THE COMMUNITY OF PERRY, OK.
    Expenses $4,312,479 · grants $4,312,479

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
73-1405419
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
1992
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$142,731,760
Income (IRS master file)
$129,969,434

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$15,769,469$4,631,422$142,731,760IRS
990-TJune 2025–––IRS
990June 2024$2,095,303$8,218,541$133,818,058IRS
990-TJune 2024–––IRS
990June 2023$736,403$2,033,799$124,673,218XML
990June 2022$724,771$1,732,892$113,290,346IRS
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 73-1405419).

Questions about MALZAHN FAMILY AFFILIATED FUND OF THE OK CITY COMMUNITY FOUNDATION

What is the EIN of MALZAHN FAMILY AFFILIATED FUND OF THE OK CITY COMMUNITY FOUNDATION?
The employer identification number (EIN) of MALZAHN FAMILY AFFILIATED FUND OF THE OK CITY COMMUNITY FOUNDATION is 73-1405419.
Is MALZAHN FAMILY AFFILIATED FUND OF THE OK CITY COMMUNITY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to MALZAHN FAMILY AFFILIATED FUND OF THE OK CITY COMMUNITY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does MALZAHN FAMILY AFFILIATED FUND OF THE OK CITY COMMUNITY FOUNDATION 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 MALZAHN FAMILY AFFILIATED FUND OF THE OK CITY COMMUNITY FOUNDATION 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 MALZAHN FAMILY AFFILIATED FUND OF THE OK CITY COMMUNITY FOUNDATION 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 MALZAHN FAMILY AFFILIATED FUND OF THE OK CITY COMMUNITY FOUNDATION?
The 990 for the year ended June 30, 2025 names GARYL GEIST.
Who are the officers and directors of MALZAHN FAMILY AFFILIATED FUND OF THE OK CITY COMMUNITY FOUNDATION?
The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does MALZAHN FAMILY AFFILIATED FUND OF THE OK CITY COMMUNITY FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $15,769,469, expenses of $4,631,422 and total assets of $142,731,760 at year end.

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