Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 4,946,949 | 3,434,584 | 4,724,854 | 2,842,864 | 10,197,004 | 26,146,255 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 4,946,949 | 3,434,584 | 4,724,854 | 2,842,864 | 10,197,004 | 26,146,255 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 5,256,631 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 20,889,624 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 4,946,949 | 3,434,584 | 4,724,854 | 2,842,864 | 10,197,004 | 26,146,255 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 575,520 | 522,645 | 589,885 | 538,142 | 500,554 | 2,726,746 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 7,023 | 8,365 | 10,554 | 12,797 | 17,568 | 56,307 |
| 11 | Total support. Add lines 7 through 10 | 28,938,098 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART 1, LINE 1: | "WE COME HERE TO REMEMBER THOSE WHO WERE KILLED, THOSE WHO SURVIVED AND THOSE CHANGED FOREVER. MAY ALL WHO LEAVE HERE KNOW THE IMPACT OF VIOLENCE. MAY THIS MEMORIAL OFFER COMFORT, STRENGTH, PEACE, HOPE AND SERENITY." THIS IS THE PREAMBLE TO THE OKLAHOMA CITY NATIONAL MEMORIAL FOUNDATION'S MISSION STATEMENT ADOPTED MARCH 26, 1996. THE MISSION STATEMENT DRIVES ALL WORK OF THE FOUNDATION INCLUDING DESIGN OF THE OUTDOOR SYMBOLIC MEMORIAL, MEMORIAL MUSEUM EXHIBITS, EDUCATION AND OUTREACH PROGRAMS, COLLECTIONS, OPERATIONS, ADMINISTRATION AND GOVERNANCE. THE FOUNDATION'S PRIMARY EXEMPT PURPOSES ARE REMEMBRANCE AND EDUCATION. REMEMBRANCE IS ACCOMPLISHED BY THE FOUNDATION IN MANY WAYS. THE OUTDOOR SYMBOLIC MEMORIAL INCLUDES 168 GLASS, STONE AND BRONZE CHAIRS ETCHED WITH THE NAME OF EACH PERSON WHO LOST THEIR LIFE AS A RESULT OF THE BOMBING. THE SURVIVOR TREE BEARS WITNESS TO THE VIOLENCE OF APRIL 19, 1995, AND NOW STANDS AS A PROFOUND SYMBOL OF HUMAN RESILIENCE. THE FENCE BORDERING THE WEST SIDE OF THE MEMORIAL IS A PLACE WHERE VISITORS CAN LEAVE THEIR TOKENS OF REMEBRANCE AND HOPE. THE SURVIVOR WALL ON THE EAST SIDE OF THE MEMORIAL LISTS THE NAMES AND HONORS THOSE WHO SURVIVED THE TERRIBLE INCIDENT. THE RESCUERS ORCHARD IS AN ARMY OF FRUIT AND FLOWER-BEARING TREES THAT SURROUNDS AND PROTECTS THE SURVIVOR TREE, MUCH LIKE THE PEOPLE WHO RUSHED TO HELP AFTER THE BOMBING. THE OUTDOOR SYMBOLIC MEMORIAL ALSO HAS A SPECIAL AREA FOR CHILDREN THAT INCLUDES A WALL OF HAND-PAINTED TILES SENT TO OKLAHOMA CITY BY CHILDREN AS EXPRESSIONS OF ENCOURAGEMENT AND CARING. A SERIES OF CHALKBOARDS EMBEDDED IN THE GROUND ALLOW CHILDREN TO SHARE THEIR FEELINGS AND SENTIMENTS OF HOPE - AN IMPORTANT COMPONENT OF THE HEALING PROCESS. THE MEMORIAL MUSEUM INCLUDES MANY COMPONENTS OF REMEMBRANCE INCLUDING THE GALLERY OF HONOR HOUSING SHADOW BOXES WITH PHOTOS OF THOSE WHO LOST THEIR LIVES. MANY OF THE BOXES ALSO INCLUDE ITEMS SPECIAL TO THOSE WHO DIED. ORAL HISTORIES ARE CAPTURED ON VIDEOS AND INTERACTIVE COMPUTERS IN THE MUSEUM: FIRST PERSON ACCOUNTS BY THOSE WHO SURVIVED THE TERROR, LOST A LOVED ONE OR CAME FROM NEAR AND FAR TO HELP WITHIN MINUTES AFTER THE BOMB EXPLODED. THE ONLY EXISTING AUDIO RECORDING OF THE BOMB EXPLOSION PLAYS IN ONE AREA OF THE MUSEUM SO THAT VISITORS GET A VERY REAL SENSE OF THE TERROR OF APRIL 19, 1995. THE PRIMARY GOAL OF THE FOUNDATION'S EDUCATION AND OUTREACH PROGRAMS IS TO SHOW THE IMPACT OF VIOLENCE AND TO UNDERSCORE THE SENSELESSNESS OF USING VIOLENCE AS A MEANS TO SOLVE A PROBLEM. PROGRAMS ALSO TEACH THAT THE WORLD HOLDS MUCH MORE GOOD THAN BAD. THE FOUNDATION HAS DEVELOPED EDUCATION AND OUTREACH MATERIALS AND PROGRAMS FOR USE BY SCHOOLS, CIVIC ORGANIZATIONS AND OTHER GROUPS AS WELL AS THE GENERAL PUBLIC. PROGRAMS INCLUDE: - STUDENT ESSAY CONTEST OPEN TO STUDENTS ACROSS THE GLOBE FOR YOUNG PEOPLE GRADES 5 THROUGH 12, NATIONAL SYMPOSIUMS, FIRST PERSON STORIES OF HOPE TOLD BY FAMILY MEMBERS, SURVIVORS AND RESCUE WORKERS WHO SHARE THEIR REMARKABLE STORIES OF HOW THEY TRANSFORMED TRAGEDY INTO HOPE AFTER APRIL 19, 1995. - THE HOPE TRUNK - AN OFFERING OF POSITIVE EDUCATION INCLUDES TRAVELING TRUNKS FILLED WITH ARTIFACTS FROM THE MEMORIAL ARCHIVES AS WELL AS EXERCISES AND LESSONS TO SUPPLEMENT CORE CURRICULUM WHILE TEACHING THE LESSONS OF APRIL 19, 1995. - INASMUCH UNCOVER-DISCOVER LAB INTEGRATES STEM CONCEPTS WITH HISTORY IN A HIGHLY INTERACTIVE ENVIRONMENT TO TEACH LESSONS LEARNED FROM THE OKLAHOMA CITY BOMBING. SINCE THE MUSEUM OPENED IN FEBRUARY 2001, THE MEMORIAL HAS CONCENTRATED ON DEVELOPING AND EXPANDING EDUCATION AND OUTREACH PROGRAMS, INSTITUTIONAL PLANNING AND SECURING THE FINANCIAL FUTURE OF THE MEMORIAL. THE FOUNDATION COMPLETED AN 18-MONTH, $10 MILLION RENOVATION AND ENHANCEMENT IN JANUARY OF 2015. THE RENOVATIONS AND ENHANCEMENTS INCLUDED THE ENTIRE 50,000 SQUARE FEET OF THE MUSEUM WITH THE ADDITION OF A NEW GLASS BALCONY OVERLOOKING THE MEMORIAL, NEW EXHIBITS, ARTIFACTS, VIDEOS AND INTERACTIVES AND EXPANDED ARCHIVE SPACE TO ACCOMMODATE THE GROWING COLLECTION. FOURTEEN PROMINENT VIDEOS AND 35 NEW INTERACTIVE STATIONS PUT VISITORS INTO THE STORY, ALLOWING THEM TO FOLLOW THE TRAIL OF EVIDENCE AND EXPERIENCE THE DECISION MAKING PROCESS ABOUT REAL LIFE SITUATIONS ALL RELATING BACK TO THE STORY OF WHAT HAPPENED LEADING UP TO, AND DURING THE OKLAHOMA CITY BOMBING. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS MADE AVAILABLE TO THE GOVERNING BODY PRIOR TO THE FILING OF THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH TRUSTEE AND EMPLOYEE OF THE FOUNDATION IS REQUIRED TO FILL OUT A CONFLICTS OF INTEREST AND CONFIDENTIALITY STATEMENT EACH YEAR. THESE STATEMENTS ACCURATELY DESCRIBE ANY CONFLICTS OF INTEREST THAT EXIST AND REQUIRE THE SIGNER TO NOTIFY THE BOARD OF TRUSTEES IMMEDIATELY IF ANY CONFLICTS ARISE DURING THE YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION'S EXECUTIVE COMMITTEE AND CHAIRMAN REVIEW ALL MANAGEMENT AND STAFF SALARIES ANNUALLY. COMPARABLE DATA AND INFORMAL SALARY SURVEYS ARE USED TO SET SALARIES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION DOES NOT CURRENTLY MAKE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. REQUESTS FOR ANY OF THESE ITEMS WOULD BE CONSIDERED ON A CASE-BY-CASE BASIS. |
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