Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 73-1549818

RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY

Tax-exempt · OKLAHOMA CITY, OK 73102

Financials

$37K$125K2022$98K$126K2023$739K$162K2024
Revenue Expenses · by fiscal year end
Financials of RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$739,453$161,949$577,504$2,253,304$0$2,253,304
June 30, 2024990$97,833$125,607-$27,774$2,161,515$0$2,161,515
June 30, 2023990$37,204$124,804-$87,600$2,019,187$0$2,019,187
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$739,453
Net gain from sales of assets
$696,034
Other revenue
$0

Expenses

Grants and similar amounts paid
$137,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$137,000
Management and general (functional)
$22,564
Fundraising (functional)
$2,385

Balance sheet and other

Total assets, start of year
$2,161,515
Total assets, end of year
$2,253,304
Total liabilities, end of year
$0
Net assets, end of year
$2,253,304
Publicly traded securities
$2,247,851
Net assets without donor restrictions
$96,960
Net assets with donor restrictions
$2,156,344
Gross receipts
$6,088,550
Employees
0
Volunteers
5
Year formed
1998
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 10/8/24)
Officer
0.25$0$167,649$28,651
GREGG KOEHNTREASURER
Officer
0.25$0$166,048$9,969
JENNIFER STEWARTTRUSTEE
Trustee or director
0.25$0$139,280$24,828
BRENDA HEFNER BALDWINPRESIDENT
Trustee or director, Officer
0.5$0$0$0
VICI HEFNER HEITZKEVICE PRESIDENT
Trustee or director, Officer
0.5$0$0$0
RICHARD B HEFNERTRUSTEE
Trustee or director
0.5$0$0$0
CARLA PICKRELLTRUSTEE
Trustee or director
0.5$0$0$0
JAMES R TOLBERT IIITRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
HELEN STONESECRETARY
Officer
0.25$0$196,112$29,293
CATHY LIPPARDTREASURER
Trustee or director, Officer
0.25$0$170,286$26,642
JENNIFER STEWARTTRUSTEE
Trustee or director
0.25$0$100,144$19,289
RICHARD B HEFNERPRESIDENT
Trustee or director, Officer
0.5$0$0$0
BRENDA HEFNER BALDWINVICE PRESIDENT
Trustee or director, Officer
0.5$0$0$0
CARLA PICKRELLTRUSTEE
Trustee or director
0.5$0$0$0
VICI HEFNER HEITZKETRUSTEE
Trustee or director
0.5$0$0$0
JAMES R TOLBERT IIITRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
HELEN STONESECRETARY
Officer
0.25$0$175,849$25,864
CATHY LIPPARDTREASURER
Trustee or director, Officer
0.25$0$156,740$23,775
VICI HEFNER HEITZKEPRESIDENT
Trustee or director, Officer
0.5$0$0$0
RICHARD B HEFNERVICE PRESIDENT
Trustee or director, Officer
0.5$0$0$0
CARLA PICKRELLTRUSTEE
Trustee or director
0.5$0$0$0
BRENDA HEFNER BALDWINTRUSTEE
Trustee or director
0.5$0$0$0
JAMES R TOLBERT IIITRUSTEE
Trustee or director
0.5$0$0$0
BONNIE B HEFNERTRUSTEE
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 VIA CHARITABLE CONTRIBUTIONS TO NON-PROFIT ENTITIES.

990 for the year ended June 30, 2025

Program accomplishments

  • SUPPORT THE OKLAHOMA CITY COMMUNITY FOUNDATION VIA CHARITABLE CONTRIBUTIONS TO NON-PROFIT ENTITIES.
    Expenses $137,000 · grants $137,000

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
73-1549818
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
1999
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,253,304
Income (IRS master file)
$6,088,550

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$739,453$161,949$2,253,304IRS
990June 2024$97,833$125,607$2,161,515IRS
990June 2023$37,204$124,804$2,019,187XML
990June 2022$39,660$111,312$1,940,863IRS
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 73-1549818).

Questions about RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY

What is the EIN of RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY?
The employer identification number (EIN) of RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY is 73-1549818.
Is RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY 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 RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY 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 RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY 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 RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY?
The 990 for the year ended June 30, 2025 names GARYL GEIST.
Who are the officers and directors of RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY?
The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does RAYMOND H JR & BONNIE B HEFNER FAM AFFILIATED FUND OF OC COMMMUNITY have?
On its 990 for the year ended June 30, 2025 it reported revenue of $739,453, expenses of $161,949 and total assets of $2,253,304 at year end.

Other nonprofits in OKLAHOMA CITY

All nonprofits in OKLAHOMA CITY · Oklahoma · Philanthropy, voluntarism and grantmaking foundations