Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 07-01-2018 , and ending 06-30-2019
BCheck if applicable:
CName of organization
COMMUNITIES FOUNDATION OF OKLAHOMA
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
801 NW 63RD STREET SUITE 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73116
D Employer identification number

73-1396320
E Telephone number

G Gross receipts $ 17,580,233
F Name and address of principal officer:
MARY JENKINS
801 NW 63RD STREET SUITE 200
OKLAHOMA CITY,OK73116
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CFOK.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1992
M State of legal domicile: OK
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: SERVE PHILANTHROPIC NEEDS OF ALL OF OKLAHOMA.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 9
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 9
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 37
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 9,438,581 9,360,466
9 Program service revenue (Part VIII, line 2g) ......... 680,891 474,206
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,880,623 4,516,747
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 42,123 43,503
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 14,042,218 14,394,922
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 12,451,378 8,612,935
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 248,699
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet42,825    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,562,664 1,133,705
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 14,014,042 9,995,339
19 Revenue less expenses. Subtract line 18 from line 12....... 28,176 4,399,583
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 103,349,856 108,861,385
21 Total liabilities (Part X, line 26)............. 4,092,478 4,019,461
22 Net assets or fund balances. Subtract line 21 from line 20..... 99,257,378 104,841,924
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: SERVE PHILANTHROPIC NEEDS OF ALL OF OKLAHOMA.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,188,235 including grants of $ 1,108,714 ) (Revenue $   )
GRANTS WERE PROVIDED TO FACILITATE THE RENOVATION AND REPURPOSING OF THE FORMER PAULINE E. MAYER SHELTER TO BETTER FACILITATE CHILD WELFARE SERVICES WITHIN OKLAHOMA.
4b (Code:   ) (Expenses $ 857,379 including grants of $ 800,000 ) (Revenue $   )
GRANTS WERE PROVIDED TO THE PEACEFUL ANIMAL ADOPTION SHELTER IN VINITA OKLAHOMA FOR OPERATION OF A NO-KILL SHELTER.
4c (Code:   ) (Expenses $ 290,111 including grants of $ 270,696 ) (Revenue $   )
GRANTS WERE PROVIDED FOR NUMEROUS PROJECTS TO IMPROVE THE QUALITY OF LIFE WITHIN THE TAHLEQUAH COMMUNITY.
(Code:   ) (Expenses $ 6,894,965 including grants of $ 6,433,525 ) (Revenue $ 474,206 )
GRANTS FOR CHARITABLE PROGRAMS AND PROJECTS THROUGHOUT THE STATE OF OKLAHOMA AND THROUGHOUT THE UNITED STATES.
4d Other program services (Describe in Schedule O.)
(Expenses $ 6,894,965 including grants of $ 6,433,525 ) (Revenue $ 474,206 )
4e Total program service expensesMediumBullet9,230,690
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II..............
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............ Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................Click to see attachment
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III......... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV........................Click to see attachment
28a
Yes
 
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................Click to see attachment
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV... Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
15
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
No
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
9
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
9
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
Yes
 
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
OK
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletTHE ORGANIZATION801 NW 63RD STREET SUITE 200   OKLAHOMA CITY,OK73116 (405) 488-1450
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) MARY JENKINS......................................................................
CHAIR
 1.00
.................
  		X   X       0 0 0
(2) RICHARD RYERSON......................................................................
VICE CHAIR
 1.00
.................
  		X   X       0 0 0
(3) TOM MCCASLAND III......................................................................
TREASURER
 1.00
.................
  		X   X       0 0 0
(4) LESLIE RAINBOLT-FORBES......................................................................
SECRETARY
 1.00
.................
  		X   X       0 0 0
(5) BILL BURGESS......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(6) JIM HALL III......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(7) ROBERTA BURRAGE......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(8) DB GREEN......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(9) JIM STUART......................................................................
DIRECTOR
 1.00
.................
  		X           0 0 0
(10) TERESA ROSE CROOK......................................................................
EXECUTIVE DIRECTOR
 34.00
.................
  		    X       0 0 0














Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 0 0
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
FOUNDATION MANAGEMENT INC

2932 NW 122ND STREET
OKLAHOMA CITY,OK73120 		MANAGEMENT SERVICES 634,309
BANCFIRST

101 N BROADWAY
OKLAHOMA CITY,OK73123 		PORTFOLIO MANAGEMENT 307,899
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet2
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 9,360,466
g Noncash contributions included in lines 1a - 1f:$ 1,040,902
h Total. Add lines 1a-1f.......MediumBullet 9,360,466
Program Service RevenueAmt Business Code
2a MANAGEMENT FEES 900099 474,206 474,206    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 474,206
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 2,371,590     2,371,590
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 43,503     43,503
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   5,330,468
b Less: cost or other basis and sales expenses   3,185,311
c Gain or (loss)   2,145,157
d Net gain or (loss).....MediumBullet 2,145,157     2,145,157
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 14,394,922 474,206 0 4,560,250
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 7,460,392 7,460,392
2 Grants and other assistance to domestic individuals. See Part IV, line 22 1,152,543 1,152,543
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 88,623 54,877 32,067 1,679
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 154,494 95,667 55,901 2,926
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....        
9 Other employee benefits ....... 5,582 3,457 2,020 105
10 Payroll taxes ...........        
11 Fees for services (non-employees):        
a Management ...... 634,309 460,732 141,862 31,715
b Legal ......... 1,165   1,165  
c Accounting ........... 27,427   27,427  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 307,899   307,899  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 52,010   52,010  
12 Advertising and promotion .... 6,400     6,400
13 Office expenses ....... 23,287   23,287  
14 Information technology ...... 42,897   42,897  
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............ 3,022 3,022    
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 5,209   5,209  
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..        
23 Insurance ... 20,376   20,376  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DUES AND SUBSCRIPTIONS 6,750   6,750  
b BUSINESS ENTERTAINMENT 1,540   1,540  
c STAFF DEVELOPMENT 1,414   1,414  
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 9,995,339 9,230,690 721,824 42,825
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 4,715,801 1 4,171,326
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 1,771,677 3 1,790,234
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ......   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 31,131
b Less: accumulated depreciation 10b 0 0 10c 31,131
11 Investments—publicly traded securities . 96,862,378 11 102,868,694
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ...........   15  
16 Total assets. Add lines 1 through 15 (must equal line 34)... 103,349,856 16 108,861,385
Liabilities 17 Accounts payable and accrued expenses .....   17  
18 Grants payable ... 4,092,478 18 4,019,461
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D   25  
26 Total liabilities. Add lines 17 through 25.. 4,092,478 26 4,019,461
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 99,257,378 27 104,841,924
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 99,257,378 33 104,841,924
34 Total liabilities and net assets/fund balances ........ 103,349,856 34 108,861,385
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
14,394,922
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
9,995,339
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
4,399,583
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
99,257,378
5
Net unrealized gains (losses) on investments ...............
5
1,189,530
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
-4,567
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
0
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
104,841,924
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
COMMUNITIES FOUNDATION OF OKLAHOMA
 
Employer identification number

73-1396320
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(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
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 11,026,982 10,048,579 8,623,326 9,438,580 9,360,466 48,497,933
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 11,026,982 10,048,579 8,623,326 9,438,580 9,360,466 48,497,933
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).. 6,466,318
6 Public support. Subtract line 5 from line 4. 42,031,615
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 11,026,982 10,048,579 8,623,326 9,438,580 9,360,466 48,497,933
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,750,558 1,889,546 1,878,444 1,997,646 2,415,093 9,931,287
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.)..            
11 Total support. Add lines 7 through 10 58,429,220
12
12
3,358,512
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
71.940 %
15
15
74.610 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (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.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
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)
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):  
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  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
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 2018 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-2018 		(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.		  
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.		  
7 Excess distributions carryover to 2019. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
COMMUNITIES FOUNDATION OF OKLAHOMA
 
Employer identification number

73-1396320
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
COMMUNITIES FOUNDATION OF OKLAHOMA
  		Employer identification number
73-1396320
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
COMMUNITIES FOUNDATION OF OKLAHOMA
  		Employer identification number

73-1396320
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
COMMUNITIES FOUNDATION OF OKLAHOMA
  		Employer identification number

73-1396320
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
COMMUNITIES FOUNDATION OF OKLAHOMA
 
Employer identification number

73-1396320
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 55 762
2 Aggregate value of contributions to (during year) 3,615,975 5,744,491
3 Aggregate value of grants from (during year) 3,135,658 5,477,277
4 Aggregate value at end of year ........ 35,297,784 69,544,140
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 29,281,667 25,191,140 22,898,517 23,040,215 22,802,131
b Contributions ... 1,076,532 3,569,629 846,792 1,058,937 1,765,592
c Net investment earnings, gains, and losses 1,625,390 1,877,723 2,618,958 35,186 466,092
d Grants or scholarships ... 1,221,864 1,051,714 891,188 971,393 1,721,239
e Other expenditures for facilities
and programs ... 		         
f Administrative expenses .... 343,647 305,111 281,939 264,428 272,361
g End of year balance ...... 30,418,078 29,281,667 25,191,140 22,898,517 23,040,215
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet100.000 %
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....   31,131   31,131
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 31,131
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 11,228,430
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a 1,189,530
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e 1,189,530
3 Subtract line 2e from line 1.................. 3 10,038,900
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 4,356,022
c Add lines 4a and 4b.................... 4c 4,356,022
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 14,394,922
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 8,454,699
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e 0
3 Subtract line 2e from line 1................... 3 8,454,699
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b 1,540,640
c Add lines 4a and 4b..................... 4c 1,540,640
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 9,995,339
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY TRANSFERS SUBJECT TO FAS 136 4,356,022.
PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY TRANSFERS SUBJECT TO FAS 136 1,540,640.
Schedule D (Form 990) 2018


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
COMMUNITIES FOUNDATION OF OKLAHOMA
 
Employer identification number
73-1396320
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC section
(if applicable)		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
noncash assistance		 (h) Purpose of grant
or assistance
(1) ABILTY FIRST INC
1301 W MAIN STREET
DUNCAN,OK735334328 		73-1151612 501(C)(3) 9,737       OPERATIONS GRANT
(2) AGRICORPS INC
PO BOX 123
THROCKMORTON,TX76483 		46-3335977 501(C)(3) 199,999       OPERATIONS GRANT
(3) ALLEY CAT ADVOCATES INC
3044 BARDSTOWN RD 204
LOUISVILLE,KY40205 		61-1343210 501(C)(3) 12,000       OPERATIONS GRANT
(4) ALL SAINTS' EPISCOPAL CHURCH
809 WEST CEDAR
DUNCAN,OK73533 		73-0796096 501(C)(3) 8,885       OPERATIONS GRANT
(5) ALVA INDEPENDENT SCHOOL DISTRICT #001
418 FLYNN ST
ALVA,OK73717 		ALVA SCHOOL DISTRICT 8,562       OPERATIONS GRANT
(6) AMES CEMETERY
PO BOX 21
COVINGTON,OK73730 		73-6105956 501(C)(13) 8,457       OPERATIONS GRANT
(7) ANNA'S HOUSE FOUNDATION
3001 EAST MEMORIAL RD SUITE 200
EDMOND,OK73013 		33-1203679 501(C)(3) 20,000       OPERATIONS GRANT
(8) ASSISTANCE LEAGUE OF NORMAN
809 WALL STREET
NORMAN,OK73026 		73-0927199 501(C)(3) 32,587       OPERATIONS GRANT
(9) BETHESDA INC
1181 EAST MAIN
NORMAN,OK73071 		73-1170216 501(C)(3) 26,896       OPERATIONS GRANT
(10) BLACKWELL OKLAHOMA COMMUNITY FOUNDATION INC
PO BOX 514
BLACKWELL,OK746310514 		73-1388218 501(C)(3) 6,007       OPERATIONS GRANT
(11) BLACKWELL PUBLIC SCHOOL FOUNDATION
PO BOX 151
BLACKWELL,OK74631 		73-1330442 501(C)(3) 6,819       OPERATIONS GRANT
(12) BLANCHARD PUBLIC SCHOOLS EDUCATION FOUNDATION
PO BOX 1994
BLANCHARD,OK73010 		56-2300426 501(C)(3) 5,116       OPERATIONS GRANT
(13) BOB STOOPS CHAMPIONS FOUNDATION INC
180 W BROOKS SUITE 320
NORMAN,OK73069 		73-1617340 501(C)(3) 5,550       OPERATIONS GRANT
(14) BOYS AND GIRLS CLUB OF OKLAHOMA COUNTY
PO BOX 18701
OKLAHOMA CITY,OK73154 		73-1472202 501(C)(3) 60,000       OPERATIONS GRANT
(15) BOYS AND GIRLS CLUB OF TAHLEQUAH
PO BOX 1967
TAHLEQUAH,OK744651967 		73-1505432 501(C)(3) 32,343       OPERATIONS GRANT
(16) BRISTOW EDUCATION FOUNDATION INC
104 SOUTH MAIN
BRISTOW,OK74010 		73-1450789 501(C)(3) 20,149       OPERATIONS GRANT
(17) BURLINGTON EDUCATION FOUNDATION
401 MAIN ST
BURLINGTON,OK73722 		73-1536760 501(C)(3) 10,211       OPERATIONS GRANT
(18) CALM WATERS
4334 NW EXPRESSWAY STE 101
OKLAHOMA CITY,OK73116 		73-1561707 501(C)(3) 13,565       OPERATIONS GRANT
(19) CAMERON UNIVERSITY FOUNDATION
2800 WEST GORE BLVD
LAWTON,OK73505 		23-7168952 501(C)(3) 123,350       OPERATIONS GRANT
(20) CASADY SCHOOL
9500 N PENNSYLVANIA AVE
OKLAHOMA CITY,OK73120 		73-0587209 501(C)(3) 53,758       OPERATIONS GRANT
(21) CASA FOR CHILDRENMUSKOGEE
419 W BROADWAY ST
MUSKOGEE,OK74401 		73-1497371 501(C)(3) 5,229       OPERATIONS GRANT
(22) CASA OF CHEROKEE COUNTRY
PO BOX 1788
TAHLEQUAH,OK74465 		73-1478988 501(C)(3) 7,691       OPERATIONS GRANT
(23) CASA OF OKLAHOMA COUNTY
5905 NORTH CLASSEN COURT SUITE 302
OKLAHOMA CITY,OK73118 		13-4364692 501(C)(3) 8,222       OPERATIONS GRANT
(24) CENTRAL OKLAHOMA HUMANE SOCIETY
PO BOX 18471
OKLAHOMA CITY,OK73154 		20-8446621 501(C)(3) 10,000       OPERATIONS GRANT
(25) CHICKASHA AREA YMCA
725 WEST CHICKASHA AVENUE
CHICKASHA,OK73018 		73-0579270 501(C)(3) 32,000       OPERATIONS GRANT
(26) CHISHOLM TRAIL ARTS COUNCIL INC
810 W WALNUT
DUNCAN,OK73533 		73-1028488 501(C)(3) 10,822       OPERATIONS GRANT
(27) CHISHOLM TRAIL CHURCH OF CHRIST
3204 W BEECH AVE
DUNCAN,OK73533 		73-1194152 501(C)(3) 10,055       OPERATIONS GRANT
(28) CHISHOLM TRAIL HERITAGE CENTER ASSOCIATION
1000 CHISHOLM TRAIL PARKWAY
DUNCAN,OK73533 		14-1896825 501(C)(3) 161,033       OPERATIONS GRANT
(29) CHURCH WOMEN UNITED TOY SHOP
P O BOX 206
DUNCAN,OK735340206 		51-0200884 501(C)(3) 10,337       OPERATIONS GRANT
(30) CITIZENS FOR CHILDREN AND FAMILIES
2108 NW 59TH CIRCLE
OKLAHOMA CITY,OK73112 		82-1142316 501(C)(3) 10,000       OPERATIONS GRANT
(31) CITY OF CHICKASHA
117 N 4TH STREET
CHICKASHA,OK73018 		73-6005139 CITY OF CHICKASHA 45,000       OPERATIONS GRANT
(32) CITY OF COLORADO SPRINGS
30 SOUTH NEVADA AVENUE
COLORADO SPRINGS,CO80903 		CITY OF COLORADO SPR 25,000       OPERATIONS GRANT
(33) CITY OF OKLAHOMA CITY
200 NORTH WALKER AVE
OKLAHOMA CITY,OK73102 		CITY OF OKLAHOMA CIT 100,000       OPERATIONS GRANT
(34) CITY OF SHAWNEE
231 N BELL AVE
SHAWNEE,OK74801 		73-6005424 CITY OF SHAWNEE 13,276       OPERATIONS GRANT
(35) CITY OF TAHLEQUAH
401 S WATER AVE
TAHLEQUAH,OK74464 		CITY OF TAHLEQUAH 100,000       OPERATIONS GRANT
(36) COMMUNITY CHRISTIAN SCHOOL INC
3002 BROCE DR
NORMAN,OK73072 		73-1286326 501(C)(3) 35,500       OPERATIONS GRANT
(37) DALLAS ARBORETUM & BOTANICAL GARDEN INC
8617 GARLAND ROAD
DALLAS,TX75218 		23-7375815 501(C)(3) 10,000       OPERATIONS GRANT
(38) DALLAS AREA CHAPTER AMERICAN RED CROSS
4800 HARRY HINES BLVD
DALLAS,TX75235 		53-0196605 501(C)(3) 10,000       OPERATIONS GRANT
(39) DARTMOUTH COLLEGE DEVELOPMENT
6066 DEVELOPMENT OFFICE
HANOVER,NH03755 		02-0222111 501(C)(3) 100,000       OPERATIONS GRANT
(40) DAVIS PUBLIC SCHOOL FOUNDATION
PO BOX 333
DAVIS,OK73030 		73-1390242 501(C)(3) 7,473       OPERATIONS GRANT
(41) DOVE SCIENCE ACADEMY
919 NW 23RD ST
OKLAHOMA CITY,OK73106 		47-2494465 501(C)(3) 10,000       OPERATIONS GRANT
(42) DUNCAN PUBLIC SCHOOLS
PO BOX 1548
DUNCAN,OK73534 		73-6021226 DUNCAN PUBLIC SCHOOL 13,094       OPERATIONS GRANT
(43) DUNCAN PUBLIC SCHOOLS FOUNDATION
PO BOX 1882
DUNCAN,OK735341468 		73-1341146 501(C)(3) 62,566       OPERATIONS GRANT
(44) DUNCAN REGIONAL HOSPITAL HEALTH FOUNDATION
PO BOX 2000
DUNCAN,OK735342000 		20-2772056 501(C)(3) 265,539       OPERATIONS GRANT
(45) DUNCAN SENIOR CITIZENS CENTER
1110 N 7TH STREET
DUNCAN,OK73533 		73-0775679 501(C)(3) 18,507       OPERATIONS GRANT
(46) EMERGENCY INFANT SERVICES
222 S HOUSTON AVE
TULSA,OK74127 		73-1039524 501(C)(3) 10,000       OPERATIONS GRANT
(47) ENERGY FC FOUNDATION
1001 N BROADWAY
OKLAHOMA CITY,OK73102 		82-2642006 501(C)(3) 11,500       OPERATIONS GRANT
(48) FIELDS AND FUTURES FOUNDATION
7001 NW 164TH
EDMOND,OK73013 		46-4569055 501(C)(3) 5,559       OPERATIONS GRANT
(49) FIRST BAPTIST CHURCH (SHAWNEE)
PO BOX 1928
SHAWNEE,OK748021928 		73-0614288 501(C)(3) 9,000       OPERATIONS GRANT
(50) FIRST CHRISTIAN CHURCH DAY CARE
912 W WALNUT
DUNCAN,OK73533 		73-0661826 501(C)(3) 12,665       OPERATIONS GRANT
(51) FIRST CHRISTIAN CHURCH DUNCAN
912 W WALNUT
DUNCAN,OK73533 		73-0661826 501(C)(3) 6,245       OPERATIONS GRANT
(52) FOOD AND SHELTER INC
PO BOX 5537
NORMAN,OK73071 		73-1222111 501(C)(3) 25,045       OPERATIONS GRANT
(53) FRANCIS TUTTLE FOUNDATION INC
12777 N ROCKWELL AVE
OKLAHOMA CITY,OK73142 		73-1226477 501(C)(3) 8,126       OPERATIONS GRANT
(54) FREEDOM CHURCH
PO BOX 188
PIEDMONT,OK73078 		73-1571631 501(C)(3) 21,958       OPERATIONS GRANT
(55) FREEDOM OKLAHOMA EDUCATION CAMPAIGN LTD
4323 N CLASSEN BLVD SUITE 105
OKLAHOMA CITY,OK73118 		45-5405020 501(C)(3) 25,000       OPERATIONS GRANT
(56) FRIENDS OF THE DUNCAN PUBLIC LIBRARY
2211 N HIGHWAY 81
DUNCAN,OK73533 		73-1355845 501(C)(3) 15,892       OPERATIONS GRANT
(57) FRIENDS OF THE WILL ROGERS LIBRARY
1515 N FLORENCE AVE
CLAREMORE,OK74017 		26-0135494 501(C)(3) 11,755       OPERATIONS GRANT
(58) GABRIEL'S HOUSE INC
PO BOX 883
DUNCAN,OK73533 		73-1573021 501(C)(3) 9,446       OPERATIONS GRANT
(59) GARBER ALUMNI ASSOCIATION
PO BOX 236
GARBER,OK737380236 		82-2390078 501(C)(3) 9,747       OPERATIONS GRANT
(60) HOLDENVILLE EDUCATION FOUNDATION
PO BOX 641
HOLDENVILLE,OK74848 		90-0539732 501(C)(3) 12,295       OPERATIONS GRANT
(61) HOMELESS ALLIANCE
1724 NW 4TH STREET
OKLAHOMA CITY,OK73106 		11-3718005 501(C)(3) 149,450       OPERATIONS GRANT
(62) INFANT CRISIS SERVICES INC
4224 N LINCOLN BLVD
OKLAHOMA CITY,OK73105 		73-1378766 501(C)(3) 6,781       OPERATIONS GRANT
(63) JERICHO ROAD MINISTRIES
184 BARTON STREET
BUFFALO,NY14213 		42-1571876 501(C)(3) 20,000       OPERATIONS GRANT
(64) KENTUCKY EQUINE HUMANE CENTER INC
PO BOX 910124
LEXINGTON,KY40591 		20-5883736 501(C)(3) 16,500       OPERATIONS GRANT
(65) KIDS IN NEED OF DEFENSE (KIND)
1201 L STREET NW
WASHINGTON,DC20005 		26-2763038 501(C)(3) 20,000       OPERATIONS GRANT
(66) KINGFISHER COMMUNITY COLLABORATIVE INC
414 HILL DRIVE
KINGFISHER,OK73750 		82-0557760 501(C)(3) 13,800       OPERATIONS GRANT
(67) KINGFISHER EDUCATIONAL FOUNDATION
PO BOX 24
KINGFISHER,OK73750 		73-1275143 501(C)(3) 25,434       OPERATIONS GRANT
(68) KINGFISHER MEALS ON WHEELS INC
201 S 6TH STREET
KINGFISHER,OK73750 		73-1017223 501(C)(3) 10,794       OPERATIONS GRANT
(69) KIWANIS SPECIAL ACTIVITIES FUND INC
PO BOX 1425
OKLAHOMA CITY,OK73101 		73-0738964 501(C)(3) 100,000       OPERATIONS GRANT
(70) KLIFE
PO BOX 54491
OKLAHOMA CITY,OK73154 		71-0806709 501(C)(3) 10,000       OPERATIONS GRANT
(71) LAWTON PHILHARMONIC SOCIETY INC
PO BOX 1473
LAWTON,OK73502 		73-6103649 501(C)(3) 13,201       OPERATIONS GRANT
(72) LAWTON PUBLIC SCHOOLS FOUNDATION INC
PO BOX 2323
LAWTON,OK73502 		73-1386496 501(C)(3) 21,279       OPERATIONS GRANT
(73) MABEE-GERRER MUSEUM OF ART
1900 W MACARTHUR DRIVE
SHAWNEE,OK74804 		73-1392868 501(C)(3) 8,572       OPERATIONS GRANT
(74) MARY ABBOTT CHILDREN'S HOUSE
251 E SYMMES ST
NORMAN,OK730695028 		73-1512416 501(C)(3) 6,221       OPERATIONS GRANT
(75) MEALS ON WHEELS - NORMAN
528 E MAIN STREET
NORMAN,OK73070 		73-0931924 501(C)(3) 5,220       OPERATIONS GRANT
(76) MERCY HEALTH FOUNDATION
13321 NORTH MERIDIAN SUITE 206
OKLAHOMA CITY,OK73101 		46-3184231 501(C)(3) 10,000       OPERATIONS GRANT
(77) MISSOURI UNIVERSITY OF SCIENCE AND TECHNOLOGY (SCHOLARSHIPS)
1870 MINOR CIRCLE
ROLLA,MO65409 		501(C)(3) 12,000       OPERATIONS GRANT
(78) MORE FOUNDATION
301 W MAIN SUITE 510
ARDMORE,OK73401 		73-1373231 501(C)(3) 105,697       OPERATIONS GRANT
(79) NATIONAL AMBUCS INC
PO BOX 203
KINGFISHER,OK73750 		90-0548233 501(C)(3) 10,000       OPERATIONS GRANT
(80) NATIONAL COWBOY & WESTERN HERITAGE MUSEUM
1700 N E 63RD STREET
OKLAHOMA CITY,OK73111 		30-0341029 501(C)(3) 10,000       OPERATIONS GRANT
(81) NEWVIEW OKLAHOMA INC
501 N DOUGLAS AVE
OKLAHOMA CITY,OK73106 		73-0592386 501(C)(3) 16,640       OPERATIONS GRANT
(82) NEXUS EQUINE INC
PO BOX 54572
OKLAHOMA CITY,OK73154 		81-1990122 501(C)(3) 120,000       OPERATIONS GRANT
(83) NORMAN FIREHOUSE ART CENTER
444 SOUTH FLOOD
NORMAN,OK73069 		23-7112097 501(C)(3) 10,272       OPERATIONS GRANT
(84) NORTH OKC SOCCER CLUB INC
PO BOX 720091
OKLAHOMA CITY,OK73172 		73-1048783 501(C)(3) 13,347       OPERATIONS GRANT
(85) NORTHWEST TECHNOLOGY CENTER FOUNDATION
1801 11TH STREET
ALVA,OK737179607 		73-1393251 501(C)(3) 22,528       OPERATIONS GRANT
(86) OCEAN REEF COMMUNITY FOUNDATION INC
35 OCEAN REEF DRIVE SUITE 148
KEY LARGO,FL33037 		65-0509255 501(C)(3) 45,000       OPERATIONS GRANT
(87) OKARCHE EDUCATIONAL FOUNDATION
PO BOX 324
OKARCHE,OK737620324 		73-1511954 501(C)(3) 8,399       OPERATIONS GRANT
(88) OK CRISIS NURSERY FOUNDATION
18001 CHISHOLM CREEK FARM LANE
EDMOND,OK73012 		83-2361044 501(C)(3) 9,185       OPERATIONS GRANT
(89) OKDHS FINANCE
PO BOX 25352
OKLAHOMA CITY,OK731250352 		501(C)(3) 638,199       OPERATIONS GRANT
(90) OKLAHOMA ACADEMY FOR STATE GOALS
PO BOX 968
NORMAN,OK73070 		73-1255400 501(C)(3) 84,138       OPERATIONS GRANT
(91) OKLAHOMA CATTLEMEN'S FOUNDATION
PO BOX 82395
OKLAHOMA CITY,OK73148 		73-1135528 501(C)(3) 30,548       OPERATIONS GRANT
(92) OKLAHOMA CITY FAMILY JUSTICE CENTER INC
1140 N HUDSON
OKLAHOMA CITY,OK73103 		47-5502128 501(C)(3) 82,000       OPERATIONS GRANT
(93) OKLAHOMA CITY UNIVERSITY (ATHLETICS)
2501 N BLACKWELDER AVE
OKLAHOMA CITY,OK73106 		73-0579265 501(C)(3) 10,000       OPERATIONS GRANT
(94) OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH ST
OKLAHOMA CITY,OK73104 		73-0580274 501(C)(3) 227,063       OPERATIONS GRANT
(95) OKLAHOMA MESSAGES PROJECT
1409 NW 150TH STREET
EDMOND,OK73013 		27-3220448 501(C)(3) 6,420       OPERATIONS GRANT
(96) OKLAHOMA POLICY INSTITUTE
907 S DETROIT AVE STE1005
TULSA,OK741204265 		33-1178624 501(C)(3) 5,250       OPERATIONS GRANT
(97) OKLAHOMA REPERTORY THEATRE GROUP INCORPORATED
PO BOX 1913
OKLAHOMA CITY,OK73101 		73-1585689 501(C)(3) 25,000       OPERATIONS GRANT
(98) OKLAHOMA STATE UNIVERSITY FOUNDATION
PO BOX 1749
STILLWATER,OK740761749 		73-6097060 501(C)(3) 5,594       OPERATIONS GRANT
(99) OKLAHOMA YOUTH EXPOSITION INC
500 NW 30TH STREET
OKLAHOMA CITY,OK73118 		73-1620710 501(C)(3) 26,333       OPERATIONS GRANT
(100) OK LIBRARY ASSOCIATION
1190 MERAMEC STATION RD
BALLWIN,MO63021 		73-1044902 501(C)(3) 13,527       OPERATIONS GRANT
(101) OPERATION SMILE INC
3641 FACULTY BLVD
VIRGINIA BEACH,VA23453 		54-1460147 501(C)(3) 10,000       OPERATIONS GRANT
(102) PAULS VALLEY FOUNDATION FOR ACADEMIC EXCELLENCE INC
PO BOX 63
PAULS VALLEY,OK730750063 		73-1362811 501(C)(3) 21,977       OPERATIONS GRANT
(103) PEACEFUL ANIMAL ADOPTION SHELTER
PO BOX 491
VINITA,OK74301 		45-5414625 501(C)(3) 800,000       OPERATIONS GRANT
(104) PEACEFUL VALLEY DONKEY RESCUE INC
PO BOX 5741
SAN ANGELO,TX769025741 		77-0562800 501(C)(3) 10,000       OPERATIONS GRANT
(105) PEPPERS RANCH INC
PO BOX 3814
EDMOND,OK73083 		73-1608380 501(C)(3) 5,271       OPERATIONS GRANT
(106) PIONEER LIBRARY SYSTEM
300 NORMAN CENTER COURT
NORMAN,OK73072 		73-6081619 501(C)(3) 21,722       OPERATIONS GRANT
(107) PIVOT INC
201 NE 50TH STREET
OKLAHOMA CITY,OK731051811 		73-0940217 501(C)(3) 84,636       OPERATIONS GRANT
(108) POTTAWATOMIE COUNTY JR LIVESTOCK SHOW
PO BOX 234
TECUMSEH,OK74873 		73-6006409 501(C)(6) 8,090       OPERATIONS GRANT
(109) RED ANDREWS CHRISTMAS DINNER FOUNDATION
2513 SW 124TH STREET
OKLAHOMA CITY,OK73170 		80-0865847 501(C)(3) 8,860       OPERATIONS GRANT
(110) REGIONAL FOOD BANK OF OKLAHOMA
PO BOX 270968
OKLAHOMA CITY,OK731370968 		73-1100380 501(C)(3) 86,203       OPERATIONS GRANT
(111) REMERGE OF OKLAHOMA COUNTY INC
1140 N HUDSON
OKLAHOMA CITY,OK73103 		46-4504748 501(C)(3) 108,000       OPERATIONS GRANT
(112) ROTARY CLUB OF MIDWEST CITY
PO BOX 10971
MIDWEST CITY,OK731401971 		501(C)(3) 8,771       OPERATIONS GRANT
(113) SAYRE PUBLIC SCHOOL FOUNDATION
129 EAST MAIN STREET
SAYRE,OK73662 		73-1439751 501(C)(3) 32,698       OPERATIONS GRANT
(114) SEMINOLE CHAMBER OF COMMERCE
PO BOX 1190
SEMINOLE,OK74818 		73-0441200 501(C)(3) 5,190       OPERATIONS GRANT
(115) SEMINOLE PUBLIC SCHOOLS
PO BOX 1031
SEMINOLE,OK748181031 		SEMINOLE PUBLIC SCHO 20,000       OPERATIONS GRANT
(116) SHARE MEDICAL CENTER FOUNDATION INC
PO BOX 727
ALVA,OK737170727 		73-1608371 501(C)(3) 12,193       OPERATIONS GRANT
(117) SHAWNEE EDUCATIONAL FOUNDATION
PO BOX 3521
SHAWNEE,OK74802 		73-1344552 501(C)(3) 5,196       OPERATIONS GRANT
(118) SOUTHERN METHODIST UNIVERSITY
PO BOX 750402
DALLAS,TX752750402 		75-0800689 501(C)(3) 20,000       OPERATIONS GRANT
(119) SPUR KITCHEN FOUNDATION
1325 N WALKER AVE 138
OKLAHOMA CITY,OK73103 		83-2543870 501(C)(3) 10,000       OPERATIONS GRANT
(120) STEPHENS COUNTY HISTORICAL SOCIETY
PO BOX 1294
DUNCAN,OK73534 		23-7258111 501(C)(3) 7,315       OPERATIONS GRANT
(121) STEPHENS COUNTY HUMANE SOCIETY
PO BOX 669
DUNCAN,OK73533 		73-1202082 501(C)(3) 12,091       OPERATIONS GRANT
(122) STILLWATER PUBLIC EDUCATION FOUNDATION INC
PO BOX 286
STILLWATER,OK74076 		73-1267401 501(C)(3) 10,532       OPERATIONS GRANT
(123) ST LUKES UNITED METHODIST CHURCH
222 NW 15TH STREET
OKLAHOMA CITY,OK73103 		73-1011829 501(C)(3) 10,000       OPERATIONS GRANT
(124) STRATFORD PUBLIC SCHOOL
PO BOX 589
STRATFORD,OK74872 		73-0761376 501(C)(3) 7,089       OPERATIONS GRANT
(125) STUDENT WORK DEVELOPMENT FOUNDATION INC
PO BOX 2100
NORMAN,OK73070 		51-0168187 501(C)(3) 50,000       OPERATIONS GRANT
(126) TAHLEQUAH COMMUNITY PLAYHOUSE
PO BOX 902
TAHLEQUAH,OK74465 		73-1388414 501(C)(3) 5,207       OPERATIONS GRANT
(127) TAHLEQUAH FIRST UNITED METHODIST CHURCH
300 WEST DELAWARE STREET
TAHLEQUAH,OK74464 		501(C)(3) 7,602       OPERATIONS GRANT
(128) TAHLEQUAH PUBLIC SCHOOL FOUNDATION
1 PLAZA SOUTH STE 276
TAHLEQUAH,OK74464 		73-1365473 501(C)(3) 46,213       OPERATIONS GRANT
(129) TEXAS CHRISTIAN UNIVERSITY
TCU BOX 297440
FORT WORTH,TX76129 		75-0827465 501(C)(3) 40,000       OPERATIONS GRANT
(130) THE CHILDREN'S CENTER REHABILITATION HOSPITAL
6800 N W 39TH EXPRESSWAY
BETHANY,OK73008 		73-0580264 501(C)(3) 13,148       OPERATIONS GRANT
(131) THE DALLAS OPERA
2403 FLORA ST STE 500
DALLAS,TX75201 		75-6004746 501(C)(3) 34,000       OPERATIONS GRANT
(132) THE DALLAS SUMMER MUSICALS INC
PO BOX 710336
DALLAS,TX75371 		75-1104793 501(C)(3) 50,000       OPERATIONS GRANT
(133) THE RUNNYMEDE
PO BOX 668
ALVA,OK737170668 		73-1204712 501(C)(3) 11,399       OPERATIONS GRANT
(134) THE WOUNDED BLUE
7881 W CHARLESTON BLVD STE 110
LAS VEGAS,NV89117 		501(C)(3) 5,555       OPERATIONS GRANT
(135) THRIVE (SEXUAL HEALTH COLLECTIVE FOR YOUTH)
3000 UNITED FOUNDERS BLVD SUITE 247
OKLAHOMA CITY,OK73112 		81-2820895 501(C)(3) 7,000       OPERATIONS GRANT
(136) THUNDERBIRD CLUBHOUSE
PO BOX 1666
NORMAN,OK73070 		73-1425145 501(C)(3) 5,059       OPERATIONS GRANT
(137) TO BY FOR KIDS FOUNDATION DBA CLEATS FOR KIDS
720 W WILSHIRE BLVD SUITE 120
OKLAHOMA CITY,OK73116 		45-3590945 501(C)(3) 10,000       OPERATIONS GRANT
(138) TOY SHOP OF DUNCAN
PO BOX 206
DUNCAN,OK73534 		51-0200884 501(C)(3) 23,513       OPERATIONS GRANT
(139) TWO FLY FOUNDATION INC
2231 MIRACLE DR
CASPER,WY826094602 		84-1648012 501(C)(3) 10,000       OPERATIONS GRANT
(140) UNITED WAY OF STEPHENS COUNTY
PO BOX 1632
DUNCAN,OK73534 		23-7210483 501(C)(3) 21,824       OPERATIONS GRANT
(141) UNIVERSITY OF OKLAHOMA FOUNDATION INC
PO BOX 258856
OKLAHOMA CITY,OK73156 		73-6091755 501(C)(3) 258,884       OPERATIONS GRANT
(142) UNIVERSITY OF PENNSYLVANIA SCHOOL OF LAW
3501 SANSOM STREET
PHILADELPHIA,PA19104 		23-1352685 501(C)(3) 40,000       OPERATIONS GRANT
(143) UNIVERSITY OF SCIENCE & ARTS OF OK FOUNDATION INC
1727 W ALABAMA AVENUE
CHICKASHA,OK73018 		73-1031040 501(C)(3) 31,364       OPERATIONS GRANT
(144) URBAN JUSTICE CENTER
40 RECTOR STREET 9TH FL
NEW YORK CITY,NY10006 		13-3442022 501(C)(3) 17,500       OPERATIONS GRANT
(145) VICTORIOUS LIFE CHURCH
24389 HIGHWAY 82
TAHLEQUAH,OK74464 		501(C)(3) 7,602       OPERATIONS GRANT
(146) WELCH PUBLIC SCHOOLS ENRICHMENT FOUNDATION
PO BOX 129
WELCH,OK74369 		73-1480590 501(C)(3) 13,418       OPERATIONS GRANT
(147) WES WELKER FOUNDATION
PO BOX 20777
OKLAHOMA CITY,OK73156 		65-1303856 501(C)(3) 10,000       OPERATIONS GRANT
(148) WOMEN'S REFUGEE COMMISSION
15 WEST 37TH STREET 9TH FLOOR
NEW YORK,NY10018 		46-3668128 501(C)(3) 15,000       OPERATIONS GRANT
(149) ZEAL USA INC
PO BOX 702066
DALLAS,TX75370 		20-1859768 501(C)(3) 10,000       OPERATIONS GRANT
(150) ZOE INSTITUTE INC
401 S WATER AVE
TAHLEQUAH,OK74464 		11-3717573 501(C)(3) 40,950       OPERATIONS GRANT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
141
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients		 (c) Amount of
cash grant		 (d) Amount of
noncash assistance		 (e) Method of valuation (book,
FMV, appraisal, other)		 (f) Description of noncash assistance
(1) EDUCATIONAL 487 1,152,543      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: ANY FISCAL SPONSORSHIP THAT CONSIDERS MAKING GRANTS TO INDIVIDUALS MUST DOCUMENT CRITERIA AND SELECTION PROCESS FOR SUCH GRANTEES. THIS INFORMATION MUST BE INCLUDED IN THE ORIGINAL APPLICATION TO OPEN THE FUND AT CFO AND APPROPRIATE FORMS TO DOCUMENT THE SELECTION AND THE REQUIREMENTS OF THE GRANTS ARE ALSO ON FILE. AWARD LETTERS ACCOMPANY ALL PAYMENTS AND DESCRIBE THE PURPOSE OF THE GRANT AND ANY REPORTING REQUIREMENTS.
Schedule I (Form 990) 2018



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Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c, or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ.
MediumBulletGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
COMMUNITIES FOUNDATION OF OKLAHOMA
 
Employer identification number

73-1396320
Part I
Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and 501(c)(29) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No
2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ........ Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefiting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2018
Schedule L (Form 990 or 990-EZ) 2018
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) TOM MCCASLAND III BOARD MEMBER 307,899 TOM MCCASLAND III IS ON THE BOARD OF DIRECTORS AND TRUST COMMITTEE AT BANCFIRST, WHICH IS THE INSTITUTION THAT HOLDS $102,868,394 OF THE FOUNDATION'S INVESTMENTS. THE FOUNDATION PAID INVESTMENT FEES OF $307,899 DURING THIS FISCAL YEAR.   No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2018


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SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
COMMUNITIES FOUNDATION OF OKLAHOMA
 
Employer identification number

73-1396320
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 14 1,040,902 HIGH/LOW ON DATE REC.
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Schedule M (Form 990) (2018)

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Software ID:  
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SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
COMMUNITIES FOUNDATION OF OKLAHOMA
 
Employer identification number

73-1396320
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 3 DELEGATED CONTROL TO FOUNDATION MANAGEMENT, INC.
FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE 990 IS EMAILED TO THE DIRECTORS PRIOR TO SIGNATURE BY THE CHAIR. DIRECTORS ARE INSTRUCTED TO REPLY ALL WITH ANY QUESTIONS OR COMMENTS BEFORE THE DATE WHEN THE CHAIR WILL SIGN THE RETURN.
FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE PROVIDED A DISCLOSURE FORM AND ASKED TO COMPLETE IT EACH YEAR AT THE ANNUAL MEETING. OTHER COMMITTEE MEMBERS ARE PROVIDED A DISCLOSURE FORM AT THE FIRST MEETING FOLLOWING THE BEGINNING OF THE FISCAL YEAR.
FORM 990, PART VI, SECTION B, LINE 15A THE CURRENT EXECUTIVE DIRECTOR WAS HIRED BY THE PREVIOUS MANAGEMENT TEAM AS THEIR EMPLOYEE WITH SALARY DETERMINED BASED ON CURRENT COMPARABLE SALARIES AND RELEVANT EXPERIENCE. THE BOARD OF CFO APPROVED THE PROPOSED SALARY AND IT REMAINED CONSISTENT WITH THE TRANSITION TO CFO HAVING ITS OWN STAFF (AS DID THE HIRING OF ALL OF THE BEGINNING STAFF).
FORM 990, PART VI, SECTION C, LINE 19 THIS INFORMATION IS UPLOADED ONTO OUR WEBSITE. THE ORGANIZATION DID NOT RECEIVE ANY REQUESTS FOR THE INFORMATION LISTED ABOVE DURING THE FISCAL YEAR.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


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