Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
AMERICAN FIDELITY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 25523
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK731250523
A Employer identification number

73-1236059
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$38,530,899
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 0 0 0
4 Dividends and interest from securities... 888,982 888,982 0
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 383,436
b Gross sales price for all assets on line 6a 3,604,766
7 Capital gain net income (from Part IV, line 2)... 383,436
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 3,272,418 1,272,418 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 0 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... 15,000 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... 179 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,179 0 0 0
25 Contributions, gifts, grants paid....... 1,631,865 1,631,865
26 Total expenses and disbursements. Add lines 24 and 25 1,647,044 0 0 1,631,865
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,625,374
b Net investment income (if negative, enter -0-) 1,272,418
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 54,227 307,363 307,363
2 Savings and temporary cash investments......... 1,234,653 245,840 245,840
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,709,500 Click to see attachment7,776,973 7,776,973
b Investments—corporate stock (attach schedule)....... 22,818,185 Click to see attachment25,986,569 25,986,569
c Investments—corporate bonds (attach schedule)....... 5,588,915 Click to see attachment4,187,115 4,187,115
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) Click to see attachment43,838 Click to see attachment27,039 Click to see attachment27,039
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 34,449,318 38,530,899 38,530,899
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 31,698,522 33,698,522
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 2,750,796 4,832,377
29 Total net assets or fund balances (see instructions)..... 34,449,318 38,530,899
30 Total liabilities and net assets/fund balances (see instructions). 34,449,318 38,530,899
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
34,449,318
2
Enter amount from Part I, line 27a .....................
2
1,625,374
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,456,207
4
Add lines 1, 2, and 3 ..........................
4
38,530,899
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
38,530,899
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Public Traded Securities      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,604,766   3,221,330 383,436
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       383,436
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 383,436
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 17,687
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 17,687
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,687
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 16,067
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 0 7 36,067
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 18,380
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet18,380 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullethttp://www.americanfidelityfoundation.org
    14
    The books are in care ofbulletAMERICAN FIDELITY CORPORATION Telephone no.bullet (405) 416-8910

    Located atbulletPO BOX 25523OKLAHOMA CITYOK ZIP+4bullet731250523
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CAROLINE IKARDClick to see attachment PRESIDENT AND DIRECTOR
    1.00
    0 0 0
    9000 CAMERON PARKWAY
    OKLAHOMA CITY,OK73114
    TOM J MCDANIELClick to see attachment CHAIRMAN AND DIRECTOR
    14.00
    0 0 0
    9000 CAMERON PARKWAY
    OKLAHOMA CITY,OK73114
    JOHN CASSILClick to see attachment TREASURER AND DIRECTOR
    1.00
    0 0 0
    9000 CAMERON PARKWAY
    OKLAHOMA CITY,OK73114
    CHRISTOPHER T KENNEYClick to see attachment SECRETARY
    1.00
    0 0 0
    9000 CAMERON PARKWAY
    OKLAHOMA CITY,OK73114
    JO CAROL CAMERONClick to see attachment DIRECTOR
    1.00
    0 0 0
    9000 CAMERON PARKWAY
    OKLAHOMA CITY,OK73114
    WILLIAM E DURRETTClick to see attachment DIRECTOR
    1.00
    0 0 0
    9000 CAMERON PARKWAY
    OKLAHOMA CITY,OK73114
    GARY E TREDWAYClick to see attachment DIRECTOR
    1.00
    0 0 0
    9000 CAMERON PARKWAY
    OKLAHOMA CITY,OK73114
    DAVID R CARPENTERClick to see attachment DIRECTOR
    1.00
    0 0 0
    9000 CAMERON PARKWAY
    OKLAHOMA CITY,OK73114
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    32,616,270
    b
    Average of monthly cash balances.......................
    1b
    1,535,988
    c
    Fair market value of all other assets (see instructions)................
    1c
    38,395
    d
    Total (add lines 1a, b, and c).........................
    1d
    34,190,653
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    34,190,653
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    512,860
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    33,677,793
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,683,890
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,683,890
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    17,687
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    17,687
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,666,203
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,666,203
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,666,203
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,631,865
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,631,865
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,631,865
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,666,203
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 81,675
    e From 2019...... 0
    fTotal of lines 3a through e........ 81,675
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,631,865
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 1,631,865
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 34,338 34,338
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 47,337
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    47,337
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 47,337
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    A CHANCE TO CHANGE FOUNDATION
    2113 WEST BRITTON ROAD
    OKLAHOMA CITY,OK73120
    No Relationship PC Education/Prevention for Addiction 900
    AFRICAN AMERICAN POLICY FORUM
    435 WEST 116TH STREET
    COLUMBIA LAW SCHOOL
    NEW YORK,NY10027
    No Relationship PC Ethic and racial minority rights 500
    AGAPE ROAD
    8212 RAMBLING ROAD
    OKLAHOMA CITY,OK73132
    No Relationship PC Hospice 500
    ALLIED ARTS FOUNDATION
    1015 NORTH BROADWAY SUITE 200
    OKLAHOMA CITY,OK73102
    No Relationship PC Advancement of the Arts/Campaign Pledge 67,350
    ALZHEIMERS ASSOCIATION
    2123 N CLASSEN BLVD
    OKLAHOMA CITY,OK73106
    No Relationship PC Alzheimer's research AND Event Sponsorship 5,000
    AMBASSADORS CONCERT CHOIR
    1500 N E 4TH STREET SUITE 207
    OKLAHOMA CITY,OK73117
    No Relationship PC Study and performance of music 1,000
    AMERICAN ACADEMY IN ROME
    7 EAST 60TH STREET
    NEW YORK,NY10022
    No Relationship PC Scholarships, Student Financial Aid, Awards 65,000
    AMERICAN CANCER SOCIETY
    6525 NORTH MERIDIAN SUITE 110
    OKLAHOMA CITY,OK73116
    No Relationship PC Cancer research 50
    AMERICAN HEART ASSOCIATION
    3401 N W 63RD STREET SUITE 200
    OKLAHOMA CITY,OK73116
    No Relationship PC Heart disease/stroke research & event sponsorship 13,950
    AMERICAN INDIAN CULTURAL CENTER FDN
    659 AMERICAN INDIAN BLVD
    OKLAHOMA CITY,OK73129
    No Relationship PC Cultural awareness, Ethnic museums 25,000
    AMERICAN MOTHERS
    1775 I STREET NW SUITE 1150
    WASHINGTON,DC20006
    No Relationship PC Parental support 3,000
    AMERICAN NICARAGUAN FOUNDATION
    1000 N W 57TH CT SUITE 770
    MIAMI,FL33126
    No Relationship PC Reduce poverty in Nicaragua 10,000
    AMERICAN RED CROSS
    601 NE 6TH
    OKLAHOMA CITY,OK73104
    No Relationship PC Disaster Relief & Event Sponsorship 35,365
    AREAWIDE AGING AGENCY
    401 PERIMETER CENTER DRIVE SUITE 31
    OKLAHOMA CITY,OK73112
    No Relationship PC Senior Centers/Services 875
    ARISE MINISTRIES
    PO BOX 2973
    EDMOND,OK73083
    No Relationship PC Relief for single mothers/Conference pledge 2,000
    ARKANSAS SHERIFFS YOUTH RANCHES INC
    P O BOX 3964
    BATESVILLE,AR72503
    No Relationship PC Foster care program 400
    ARMOR OF HOPE MINISTRIES
    748 NORTHEAST AVENUE
    TALLMADGE,OH44278
    No Relationship PC Education/Medical Support services 408
    ARTHRITIS FOUNDATION
    NATIONAL OFFICE HEADQUARTERS
    1355 PEACHTREE STREET NE SUITE 600
    ATLANTA,GA30309
    No Relationship PC Arthritis Education/Research 300
    ARTS COUNCIL OF OKLAHOMA CITY
    400 WEST CALIFORNIA AVENUE
    OKLAHOMA CITY,OK73102
    No Relationship PC Support for the Arts 1,250
    OKLAHOMA FAMILY CENTER FOR AUTISM
    AUTISMOKLAHOMA ORG
    2801 NW 154TH ST
    EDMOND,OK73013
    No Relationship PC Invisible Layers Productions Program 1,500
    BART CONNER EDUCATIONAL PROGRAMS
    3214 BART CONNER DR
    NORMAN,OK73072
    No Relationship PC Campaign for gymnastics expenses 5,000
    BIG BROTHERS BIG SISTERS
    INDEPENDENCE REGION
    123 S BROAD ST SUITE 1050
    PHILADELPHIA,PA19109
    No Relationship PC Mentoring sponsorship 500
    BISHOP MCGUINNESS
    801 NW 50TH
    OKLAHOMA CITY,OK73118
    No Relationship PC Event sponsorship 4,250
    BOYS AND GIRLS CLUB OF OK COUNTY
    PO BOX 18701
    OKLAHOMA CITY,OK73154
    No Relationship PC Youth mentoring program 6,640
    CALM WATERS CENTER
    FOR CHILDREN AND FAMILIES
    4334 NORTHWEST EXPRESSWAY STE 101
    OKLAHOMA CITY,OK73116
    No Relationship PC Grief counseling for children & families 5,000
    CAMP FIRE HEART OF OKLAHOMA
    3309 E HEFNER ROAD
    OKLAHOMA CITY,OK73131
    No Relationship PC Summer camp for kids 5,000
    CANTERBURY VOICES
    424 COLCORD DR SUITE D
    OKLAHOMA CITY,OK73102
    No Relationship PC Youth Choruses Program 25,000
    CARPENTER SQUARE THEATER
    806 W MAIN STREET
    OKLAHOMA CITY,OK73106
    No Relationship PC Theater support 250
    CASA OF OKLAHOMA COUNTY
    5905 N CLASSEN COURT 302
    OKLAHOMA CITY,OK73118
    No Relationship PC Volunteer Training Programs 10,000
    CASA YOUTH ADVOCATES INC
    PO BOX 407
    MEDIA,PA19063
    No Relationship PC Volunteer Training Programs 500
    CATHOLIC CHARITIES
    1232 N CLASSEN BLVD
    OKLAHOMA CITY,OK73106
    No Relationship PC Event sponsorship/Support for families in need 4,692
    CATHOLIC MEDICAL MISSION BOARD
    100 WALL STREET FLOOR 9
    NEW YORK,NY10005
    No Relationship PC Medical aid to underdeveloped countries 200
    CATHOLIC RELIEF SERVICES
    228 WEST LEXINGTON STREET
    BALTIMORE,MD21201
    No Relationship PC Overseas poverty assistance 100
    CENTER OF FAMILY LOVE
    P O BOX 245
    OKARCHE,OK73762
    No Relationship PC Assistance for the disabled 2,500
    CENTER FOR CHILDRENFAMILIES INC
    210 S COCKREL AVENUE
    NORMAN,OK73071
    No Relationship PC Family services/child welfare/mental health counseling 600
    CENTERVILLE ABINGTON COMMUNITY
    DOLLARS FOR SCHOLRSHIPS
    507 WILLOW GROVE ROAD
    CENTERVILLE,IN47330
    No Relationship PC Scholarships, student financial aid, awards 500
    THE CHILDRENS CENTER
    6800 NW 39th Expressway
    BETHANY,OK73008
    No Relationship PC Children's rehab center 5,000
    CHILDRENS HOSPITAL FOUNDATION
    6501 BROADWAY EXT 190
    OKLAHOMA CITY,OK73116
    No Relationship PC Event Sponsorship 10,000
    CHRISTIAN APPALACHIAN PROJECT
    P O BOX 55911
    LEXINGTON,KY40555
    No Relationship PC Poverty assistance in Appalachia 1,000
    CBMC OKLAHOMA
    10 E MEMORIAL ROAD BUILDING B
    OKLAHOMA CITY,OK73114
    No Relationship PC Event sponsorship 1,800
    CITIZENS CARING FOR CHILDREN
    730 W WHILSHIRE CREEK BLVD SUITE
    OKLAHOMA CITY,OK73116
    No Relationship PC Serving children in foster care 50
    CITY CARE
    2000 N CLASSEN BLVD SUITE N50
    OKLAHOMA CITY,OK73106
    No Relationship PC Poverty assistance in OKC 1,500
    CITY RESCUE MISSION
    P O BOX 960021
    OKLAHOMA CITY,OK73196
    No Relationship PC Assistance for the homeless 350
    CIVIC CENTER FOUNDATION
    201 NORTH WALKER AVENUE
    OKLAHOMA CITY,OK73102
    No Relationship PC Theater assistance 1,000
    COLONIAL WILLIAMSBURG FOUNDATION
    P O BOX 1776
    WILLIAMSBURG,VA23187
    No Relationship PC Grant initiative for educators 10,000
    COLUMBUS CORPORATION OF OKC INC
    6300 N SANTA FE AVE
    OKLAHOMA CITY,OK73118
    No Relationship PC JFK Community Service Awards benefiting the Santa Fe Family Life Center 5,000
    COMMNITIES FOUNDATION OF OKLAHOMA
    PO BOX 21210
    OKLAHOMA CITY,OK73156
    No Relationship PC Charity/Non-profit support 25,000
    COMMUNITY CAT COALITION OF EDMOND
    PO BOX 30984
    EDMOND,OK73003
    No Relationship PC CAT RESCUE 50
    COMMUNITY LITERACY CENTERS
    P O BOX 60687
    OKLAHOMA CITY,OK73146
    No Relationship PC Literacy Training & Event Sponsorship 4,875
    CORNERSTONE INTERNATIONAL
    P O BOX 192
    WILMORE,KY40390
    No Relationship PC Mission support 2,000
    COURTSTRONG INC
    PO BOX 57
    ELBERFELD,IN47613
    No Relationship PC General financial support 500
    CREATIVE OKLAHOMA
    133 WEST MAIN STREET SUITE 100
    OKLAHOMA CITY,OK73102
    No Relationship PC Event Sponsorship 2,800
    CRISTO REY OKC CATHOLIC HIGH SCHOOL
    900 N PORTLAND
    OKLAHOMA CITY,OK73107
    No Relationship PC Educational support 15,300
    CROSSROADS ASSEMBLY OF GOD
    P O BOX 401
    CAMERON,MO64429
    No Relationship PC RELIGIOUS 500
    DEADCENTER FILM FESTIVAL
    726 W SHERIDAN AVE SUITE 170
    OKLAHOMA CITY,OK73102
    No Relationship PC Festival donation 5,500
    DEAN MCGEE EYE INSTITUTE FOUNDATION
    608 STANTON L YOUNG BLVD SUITE 346
    OKLAHOMA CITY,OK73104
    No Relationship PC Vision research 5,000
    DELTA GAMMA FOUNDATION
    3250 RIVERSIDE DRIVE
    COLUMBUS,OH43221
    No Relationship PC Scholarship support 5,100
    DINNER WITH LOVE FOUNDATION
    416 NW 41ST ST
    OKLAHOMA CITY,OK73118
    No Relationship PC Charity/Non-profit support 3,100
    DOCTORS WITHOUT BORDERS USA
    333 7TH AVE 2ND FLOOR
    NEW YORK,NY10001
    No Relationship PC Worldwide medical assistance 200
    DONORSCHOOSEORG
    134 W 37TH ST FLOOR 11
    NEW YORK,NY10018
    No Relationship PC Financials support for classrooms 1,935
    DOWN SYNDROME ASSOC OF CENTRAL OK
    600 N W 23RD ST
    OKLAHOMA CITY,OK73103
    No Relationship PC Down syndrome awareness 2,850
    DOWNTOWN OKC INITIATIVES INC
    210 PARK AVENUE SUITE 230
    OKLAHOMA CITY,OK73102
    No Relationship PC Event Sponsorship 4,280
    DRAKE UNIVERSITY
    2501 UNIVERSITY AVENUE
    DES MOINES,IA50311
    No Relationship PC Educational Support 250
    DRESS FOR SUCCESS OKLAHOMA CITY
    1215 N WESTERN AVENUE
    OKLAHOMA CITY,OK73106
    No Relationship PC Support low-income women and girls 100
    DUSTINS PLACE
    11802 LINCOLN HIGHWAY
    PLYMOUTH,IN46563
    No Relationship PC Grief counseling for children & families 240
    EDISON HIGH SCHOOL FOUNDATION
    2906 E 41ST ST
    TULSA,OK74105
    No Relationship PC Educational Support 1,000
    EDMOND PUBLIC SCHOOL FOUNDATION
    1001 WEST DANFORTH ROAD
    EDMOND,OK73003
    No Relationship PC Education / Event Sponsorship 4,000
    EXECUTIVE SRVC CORPS OF CENTRAL OK
    600 N WALKER STREET SUITE 210
    OKLAHOMA CITY,OK73102
    No Relationship PC Volunteer management consulting 2,500
    FAMILY BUILDERS
    2401 NW 23RD ST
    OKLAHOMA CITY,OK73107
    No Relationship PC Strengthen Relationships 2,200
    FEEDING AMERICA
    35 EAST WACKER DRIVE SUITE 2000
    CHICAGO,IL60601
    No Relationship PC Food service & distribution programs 500
    FIELDS AND FUTURES
    7001 NW 164TH
    EDMOND,OK73013
    No Relationship PC Event sponsorship 3,000
    FOOD FOR THE HUNGRY
    1224 E WASHINGTON STREET
    PHOENIX,AZ85034
    No Relationship PC Programs supporting poverty for low-income people 500
    FREE TO LIVE
    P O BOX 5884
    EDMOND,OK73083
    No Relationship PC Animal adoption assistance 175
    GIRL SCOUTS WESTERN OKLAHOMA INC
    6100 N ROBINSON
    OKLAHOMA CITY,OK73118
    No Relationship PC Event sponsorship 4,880
    GOLDKIDS CANCER FOUNDATION OF TULSA
    12223 S 99TH EAST AVE
    BIXBY,OK74008
    No Relationship PC Cancer treatment 3,500
    GOODWILL INDUSTRIES OF CENTRAL OK
    P O BOX 2780
    OKLAHOMA CITY,OK73101
    No Relationship PC General financial support 3,000
    GREAT EXPECTATIONS FOUNDATION
    717 NORTH GRAND AVENUE 108
    TAHLEQUAH,OK74464
    No Relationship PC Teacher training 10,500
    GROUND ZERO EMERGENCY TRAINING CENT
    700 W TIMBERDELL ROAD
    NORMAN,OK73072
    No Relationship PC Search and rescue services 5,000
    HAPPY DOG FARM FOUNDATION
    9630 DJL DRIVE
    JONES,OK73049
    No Relationship PC Animal welfare 100
    HARDING FINE ARTS ACADEMY
    3333 N SHARTEL BLVD
    OKLAHOMA CITY,OK73118
    No Relationship PC Event Sponsorship Donation 2,140
    HEALTHY SCHOOLS OKLAHOMA
    500 N BROADWAY AVE STE 225
    OKLAHOMA CITY,OK73102
    No Relationship PC Provide healthy food education to children 2,500
    HEART AND HAND MINISTRIES
    1308 N W 9TH STREET SUITE 2
    OKLAHOMA CITY,OK73106
    No Relationship PC Counseling services 1,000
    HEARTLAND RABBIT RESCUE FUND
    P O BOX 224
    BLANCHARD,OK73010
    No Relationship PC Animal adoption 500
    HEARTLINE INC
    P O BOX 12832
    OKLAHOMA CITY,OK73157
    No Relationship PC Event donation 1,000
    HEARTS FOR THE HEARING FOUNDATION
    11500 N PORTLAND AVENUE
    OKLAHOMA CITY,OK73120
    No Relationship PC Support for children & families with hearing loss 600
    HILLSDALE COLLEGE
    30 E COLLEGE STREET
    HILLSDALE,MI49242
    No Relationship PC Education assistance 300
    HOLLAND HALL SCHOOL
    5666 EAST 81ST STREET
    TULSA,OK74137
    No Relationship PC Education assistance 100
    HOPEHOUSE OKC
    6608 N WESTERN AVENUE PMB 178
    OKLAHOMA CITY,OK73116
    No Relationship PC Transitional housing program 1,000
    iTWOE
    840 RESEARCH PARKWAY STE 250
    OKLAHOMA CITY,OK73104
    No Relationship PC Support funding for start up companies 4,680
    INFANT CRISIS SERVICES
    4224 N LINCOLN BLVD
    OKLAHOMA CITY,OK73105
    No Relationship PC Baby mobile 14,340
    INTEGRIS FOUNDATION
    3030 N W EXPRESSWAY SUITE 1600
    OKLAHOMA CITY,OK73112
    No Relationship PC Event sponsorship & support for Campaign for Arcadia Trails 50,000
    INTERNATIONAL CHILDRENS FUND
    619 MAIN STREET
    NEENAH,WI54956
    No Relationship PC Humanitarian aid 200
    JDRF INTERNATIONAL
    907 S DETROIT AVENUE SUITE 1006
    TULSA,OK74120
    No Relationship PC Education & research for type 1 diabetes / Event Sponsorship 4,500
    JIM THORPE ASSOCIATION INC
    P O BOX 270716
    OKLAHOMA CITY,OK73137
    No Relationship PC Coaches Exhibit Sponsorship 10,000
    JOHN REX ELEMENTARY PTA
    500 W SHERIDAN AVENUE
    OKLAHOMA CITY,OK73102
    No Relationship PC Teacher/Parent Support 3,000
    JOHN W REX CHARTER ELEMENTARY SCHOO
    2932 N W 122ND STREET STE D
    OKLAHOMA CITY,OK73120
    No Relationship PC Support Education 800
    JUNIOR ACHIEVEMENT OF OKLAHOMA
    3947 S 103 E AVE
    TULSA,OK74146
    No Relationship PC Preparation of young people to succeed 7,750
    KEATONS KINDNESS FOUNDATION
    P O BOX 3166
    EDMOND,OK73083
    No Relationship PC Support for pediatric cancer patients & families 500
    KIPP REACH COLLEGE PREPARATORY
    1901 N E 13TH STREET
    OKLAHOMA CITY,OK73117
    No Relationship PC College prep for HS students 4,720
    LAST FRONTIER COUNCIL
    BOY SCOUTS OF AMERICA
    3031 N W 64TH STREET
    OKLAHOMA CITY,OK73116
    No Relationship PC 2018 Friends of Scouting Campaign 18,050
    LATINO COMMUNITY DEVELOPMENT FNDTN
    420 SW 10TH ST
    OKLAHOMA CITY,OK73109
    No Relationship PC Event sponsorship 1,800
    LEADERSHIP OKLAHOMA
    5500 NORTH WESTERN SUITE 142
    OKLAHOMA CITY,OK73118
    No Relationship PC Event sponsorship/Education outreach 12,150
    LEADERSHIP OKLAHOMA CITY
    730 WEST WILSHIRE BLVD SUITE 116
    OKLAHOMA CITY,OK73116
    No Relationship PC Annual campaign/Youth in Action 6,600
    LIBRARY ENDOWMENT TRUST
    300 PARK AVENUE
    OKLAHOMA CITY,OK73102
    No Relationship PC Event sponsorship 6,000
    LITLE ONES MINISTRIES
    1204 S W 81ST ST
    OKLAHOMA CITY,OK73139
    No Relationship PC Community support 1,000
    LOVE WITHOUT BOUNDARIES FOUNDATION
    P O BOX 1861
    LOWELL,AR72745
    No Relationship PC Providing healing, education and refuge to vulnerable children worldwide 50
    LUMENATIONS
    2307 W BEEBE CAPPS EXPY PMB 188
    SEARCY,AR72143
    No Relationship PC Religious media-based training 1,000
    LUPUS FOUNDATION OF AMERICA
    MID SOUTH CHAPTER
    4322 HARDING PIKE SUITE 417
    NASHVILLE,TN37205
    No Relationship PC Education and research for Lupus Disease 500
    LYRIC THEATRE
    1727 N W 16TH STREET
    OKLAHOMA CITY,OK73106
    No Relationship PC Show Director/Event sponsorship 13,450
    MAKE A WISH OKLAHOMA
    1900 NORTHWEST EXPRESSWAY 700
    OKLAHOMA CITY,OK73118
    No Relationship PC Trip scholarships for terminally ill patients 50
    MARCH OF DIMES
    5100 N BROOKLINE AVE SUITE 850
    OKLAHOMA CITY,OK73112
    No Relationship PC March For Babies Sponsorship 5,000
    MARINE TOYS FOR TOTS FOUNDATION
    18251 QUANTICO GATEWAY DRIVE
    TRIANGLE,VA22172
    No Relationship PC Holiday assistance for low income families 50
    MAUI HEALTH FOUNDATION
    221 MAHALANI STREET
    WAILUKU,HI96793
    No Relationship PC Healthcare facility / COVID-19 pandemic support 5,000
    MCCALLS CHAPEL SCHOOL
    13546 COUNTY RD 3600
    ADA,OK74820
    No Relationship PC Community support 3,000
    MEALS ON WHEELS OF NORMAN
    P O BOX 1371
    NORMAN,OK73070
    No Relationship PC Meal deliveries for seniors and disabled 500
    MERCY HEALTH FOUNDATION OKC
    13321 N MERIDIAN SUITE 206
    OKLAHOMA CITY,OK73120
    No Relationship PC Support for Mercy Women's Center 42,400
    MID AMERICA CHRISTIAN UNIVERSITY
    3500 SW 119TH STREET
    OKLAHOMA CITY,OK73170
    No Relationship PC Education Support 256
    MIRIAMS HOUSE
    P O BOX 3196
    LYMCHURG,VA24503
    No Relationship PC Ending homelessness 250
    MJ FOUR HOPE
    1483 N MT JULIET ROAD 175
    MOUNT JULIET,TN37122
    No Relationship PC Disaster relief for students 10,000
    MONTE CASSINO SCHOOL
    2206 S LEWIS AVENUE
    TULSA,OK74114
    No Relationship PC Education Support 300
    MOUNTAIN RESCUE ASPEN INC
    630 WEST MAIN STREET
    ASPEN,CO81611
    No Relationship PC Mountain safety education 5,000
    MOORE FAITH MEDICAL CLINIC
    224 S CHESTNUT AVENUE SUITE 100
    MOORE,OK73160
    No Relationship PC Free medical care serving the Moore community 1,000
    MOVEMBER FOUNDATION
    P O BOX 1595
    CULVER CITY,CA90232
    No Relationship PC Raise awareness for men's health issues 100
    MYRIAD GARDENS FOUNDATION
    301 WEST RENO
    OKLAHOMA CITY,OK73102
    No Relationship PC Event sponsorship 4,100
    NATIONAL COWBOY AND WESTERN
    HERITAGE MUSEUM
    1700 NE 63RD STREET
    OKLAHOMA CITY,OK73111
    No Relationship PC Western history preservation 15,000
    NATIONAL MILITARY FAMILY ASSOC
    3601 EISENHOWER AVENUE SUITE 425
    ALEXANDRIA,VA22304
    No Relationship PC Military family support 50
    NEIGHBORHOOD ALLIANCE OF CENTRAL OK
    1236 N W 36TH STREET
    OKLAHOMA CITY,OK73118
    No Relationship PC Event sponsorship 1,250
    NEIGHBORHOOD SERVICES ORGANIZATION
    431 S W 11TH STREET
    OKLAHOMA CITY,OK73109
    No Relationship PC Housing assistance for the homeless 250
    NEWVIEW OKLAHOMA
    501 N DOUGLAS AVE
    OKLAHOMA CITY,OK73106
    No Relationship PC Summer OWL Camp 5,000
    NEW YORK UNIVERSITY
    25 WEST 4TH STREET 3RD FLOOR
    NEW YORK,NY10012
    No Relationship PC Establish scholarship fund at the Gallatin School of Individualized Study 62,500
    NEXT GEN UNDER THIRTY FOUNDATION
    220 W WILSHIRE BLVD STE F2
    OKLAHOMA CITY,OK73116
    No Relationship PC Charity/Non-profit support 5,000
    NICHOLS HILLS PARKS INC
    6407 AVONDALE DRIVE
    NICHOLS HILLS,OK73116
    No Relationship PC Park maintenance 250
    NORTH OKC SOCCER CLUB INC
    PO Box 720091
    OKLAHOMA CITY,OK73172
    No Relationship PC Park development and Youth soccer programs 25,000
    OETA FOUNDATION
    PO BOX 960022
    OKLAHOMA CITY,OK73196
    No Relationship PC Event sponsorship 100
    OKC MIDTOWN ROTARY FOUNDATION
    829 N W 7TH STREET
    OKLAHOMA CITY,OK73106
    No Relationship PC Fundraising efforts for OKC schools arts programs 100
    OKLAHOMA AIDS CARE FUND
    6608 N WESTERN SUITE 219
    OKLAHOMA CITY,OK73116
    No Relationship PC Event sponsorship 5,000
    OKLAHOMA BAPTIST HOMES FOR CHILDREN
    3800 N MAY AVE
    OKLAHOMA CITY,OK73112
    No Relationship PC Youth services 1,000
    OKLAHOMA CITY COMMUNITY FOUNDATION
    FBO GREATER OKC
    P O BOX 1146
    OKLAHOMA CITY,OK73102
    No Relationship PC Benefiting OKC Parks and Trails Foundation 500
    OKC FAMILY JUSTICE CENTER
    1140 NORTH HUDSON AVENUE
    OKLAHOMA CITY,OK73103
    No Relationship PC Social services for victims of abuse 300
    OKLAHOMA CENTER FOR NONPROFITS
    720 W WILSHIRE BLVD SUITE 115
    OKLAHOMA CITY,OK73116
    No Relationship PC Event sponsorship 9,490
    OKLAHOMA CHILDRENS THEATRE
    2501 NORTH BLACKWELDER
    OKLAHOMA CITY,OK73106
    No Relationship PC Event sponsorship 1,250
    OKLAHOMA CHRISTIAN UNIVERSITY
    2501 E MEMORIAL RD BOX 11000
    OKLAHOMA CITY,OK73136
    No Relationship PC Actuarial Internship Program 8,600
    OKC BEAUTIFUL INC
    3535 CLASSEN BLVD
    OKLAHOMA CITY,OK73118
    No Relationship PC Annual campaign 1,000
    OKLAHOMA CITY BALLET
    7421 NORTH CLASSEN
    OKLAHOMA CITY,OK73116
    No Relationship PC Annual campaign 9,250
    OKC BOATHOUSE FOUNDATION
    725 S LINCOLN BLVD
    OKLAHOMA CITY,OK73129
    No Relationship PC Riversport expansion & support 7,500
    OKC COUNTY HISTORICAL SOCIETY
    PO BOX 893050
    OKLAHOMA CITY,OK73189
    No Relationship PC State and local history education 500
    OKC MUSEUM OF ART
    415 COUCH DRIVE
    OKLAHOMA CITY,OK73102
    No Relationship PC Event sponsorship 11,000
    OKC NATIONAL MEMORIAL FOUNDATION
    P O BOX 323
    OKLAHOMA CITY,OK73101
    No Relationship PC Event sponsorship 40,000
    OKC PHILHARMONIC
    424 COLCORD DRIVE SUITE B
    OKLAHOMA CITY,OK73102
    No Relationship PC Annual concert sponsorship 12,200
    OKLAHOMA CITY UNIVERSITY
    2501 N BLACKWELDER
    OKLAHOMA CITY,OK73106
    No Relationship PC Event sponsorship, outreach program, music & theatre support 13,475
    OKLAHOMA CITY UNIVERSITY
    HALL OF HONOR
    2501 N BLACKWELDER
    OKLAHOMA CITY,OK73106
    No Relationship PC Community leadership 6,985
    OKLAHOMA CITY UNIVERSITY
    SCHOOL OF LAW
    2501 N BLACKWELDER
    OKLAHOMA CITY,OK73106
    No Relationship PC Scholarship donation 1,000
    OKLAHOMA CLEATS FOR KIDS
    720 W WILSHIRE BLVD STE 120
    OKLAHOMA CITY,OK73116
    No Relationship PC Event sponsorship 8,000
    OKLAHOMA CONTEMPORARY ARTS CENTER
    3000 GENERAL PERSHING BLVD
    OKLAHOMA CITY,OK73107
    No Relationship PC Education outreach grant 5,000
    OK COUNCIL ON ECONOMIC EDUCATION
    100 N UNIVERSITY DRIVE BOX 103
    EDMOND,OK73034
    No Relationship PC Education outreach 5,000
    OKLAHOMA ENGINEERING FOUNDATION
    220 N E 28TH STREET
    OKLAHOMA CITY,OK73105
    No Relationship PC MATHCOUNTS program 20,000
    OKLAHOMA FOUNDATION FOR EXCELLENCE
    101 PARK AVENUE SUITE 420
    OKLAHOMA CITY,OK73102
    No Relationship PC Fall Forum sponsorship 3,000
    OK GUARDIAN AD LITEM INSTITUTE
    1701 SIGNAL RIDGE DRIVE SUITE 110
    EDMOND,OK73013
    No Relationship PC Child advocacy 1,000
    OKLAHOMA HERITAGE ASSOCIATION
    1400 CLASSEN DRIVE
    OKLAHOMA CITY,OK73106
    No Relationship PC Event sponsorship 20,800
    OKLAHOMA HUMANE SOCIETY
    7500 N WESTERN AVENUE
    OKLAHOMA CITY,OK73116
    No Relationship PC Animal Advocacy 2,292
    OKLAHOMA INTERVIEWING SERVICES
    P O BOX 96587
    OKLAHOMA CITY,OK73143
    No Relationship PC Programs & services for victims of abuse 500
    OKLAHOMA MEDICAL RESEARCH FOUNDATIO
    825 NORTHEAST 13TH STREET
    OKLAHOMA CITY,OK73104
    No Relationship PC Event sponsorship 16,100
    OKLAHOMA PROJECT WOMAN
    PO BOX 14026
    TULSA,OK74159
    No Relationship PC Event sponsorship 5,000
    OKLAHOMA SCHOOL OF SCIENCE
    AND MATHMATICS FOUNDATION
    1141 N LINCOLN BLVD
    OKLAHOMA CITY,OK73104
    No Relationship PC Education support, STEM scholarships 5,000
    OKLAHOMA SENIOR FOLLIES INC
    1816 COVENTRY LN
    NICHOLS HILLS,OK73120
    No Relationship PC Charity/Non-profit support 1,000
    OKLHOMA STATE FAIR
    P O BOX 74943
    OKLAHOMA CITY,OK73147
    No Relationship PC Student scholarship program 5,000
    OKLAHOMA YOUTH ORCHESTRAS
    2501 NORTH BLACKWELDER
    OKLAHOMA CITY,OK73106
    No Relationship PC Music education 7,500
    OKLAHOMANS FOR THE ARTS
    111 N W 9TH STREET
    OKLAHOMA CITY,OK73102
    No Relationship PC Art advocacy 2,000
    OLIN COLLEGE OF ENGINEERING
    1000 OLIN WAY
    NEEDHAM,MA02492
    No Relationship PC Education Outreach program 1,000
    OU FOUNDATION COLLEGE OF LAW
    P O BOX 258856
    OKLAHOMA CITY,OK73125
    No Relationship PC College of Law, Amicus Society 500
    OSU FOUNDATION
    PO BOX 1749
    STILLWATER,OK74076
    No Relationship PC Cyber security conference/ Actuarial partnership intern program 5,680
    OSU FOUNDATION MENS GOLF
    400 SOURTH MONROE
    STILLWATER,OK74074
    No Relationship PC Scholarship assistance 7,200
    OSU FOUNDATION
    SAS MARKETING ANALYTICS
    PO Box 1749
    STILLWATER,OK74076
    No Relationship PC Scholarship assistance 1,000
    OU FOUNDATION
    P O BOX 258856
    OKLAHOMA CITY,OK73125
    No Relationship PC MIS advocacy/Heart Rhythm institute/Annual gift/Race donation/Diabetes center donation 9,200
    OU FOUNDATION COLLEGE OF MEDICINE
    800 STANTON L YOUNG BLVD
    OKLAHOMA CITY,OK73117
    No Relationship PC Event sponsorship 4,600
    OU FOUNDATION COLLEGE OF FINE ARTS
    500 W BOYD STREET
    NORMAN,OK73019
    No Relationship PC Event sponsorship 3,000
    PARENT PROMISE
    3031 NW 64th Street Suite 101
    OKLAHOMA CITY,OK73116
    No Relationship PC Parental education 1,000
    PARENTS HELPING PARENTS
    3609 QUAIL CREEK ROAD
    OKLAHOMA CITY,OK73120
    No Relationship PC Parental education 150
    PASEO ARTS ASSOCIATION
    3024 PASEO
    OKLAHOMA CITY,OK73103
    No Relationship PC Operating support 1,000
    PEARSON FOUNDATION
    P O BOX 54056
    PEARL,MS39288
    No Relationship PC Education outreach for students in the greater Jackson metro/Central MS 250
    PELOTONIA
    450 W BROAD STREET
    COLUMBUS,OH43215
    No Relationship PC Education & cancer research 1,000
    PETS AND PEOPLE HUMANE SOCIETY
    P O BOX 850587
    YUKON,OK73099
    No Relationship PC Animal welfare 100
    PITTSBURG STATE UNIVERSITY FNDTN
    PO BOX 4005
    PITTSBURG,KS66762
    No Relationship PC Scholarship assistance 400
    PORTLAND RESCUE MISSION
    P O BOX 3713
    PORTLAND,OR97230
    No Relationship PC Homeless services 100
    POSITIVE TOMORROWS
    PO Box 61190
    OKLAHOMA CITY,OK73146
    No Relationship PC Educational program support 11,400
    POSSIBILITIES
    P O BOX 60254
    OKLAHOMA CITY,OK73146
    No Relationship PC Education Outreach program 4,375
    PRODIGY WRESTLING
    10549 NW 10th Street
    OKLAHOMA CITY,OK73127
    No Relationship PC General financial support 1,000
    PUTNAM CITY SCHOOLS FOUNDATION
    5401 N W 40TH STREET
    OKLAHOMA CITY,OK73122
    No Relationship PC Programs to enhance/enrich opportunities of children in Putnam City Schools 100
    RAINBOW FLEET
    3024 PASEO
    OKLAHOMA CITY,OK73103
    No Relationship PC Charity/Non-profit support 4,000
    REGUILDING TOGETHER
    945 W WILSHIRE BLVD
    OKLAHOMA CITY,OK73116
    No Relationship PC Create safe homes and communities 500
    REGIONAL FOOD BANK OF OKLAHOMA
    3355 SOUTH PURDUE AVENUE
    OKLAHOMA CITY,OK73179
    No Relationship PC Annual food drive 31,081
    REMERGE OF OKLAHOMA COUNTY INC
    PO Box 2845
    OKLAHOMA CITY,OK73101
    No Relationship PC Education Outreach program 1,500
    RIDING ON INSULIN
    P O BOX 1516
    WHITEFISH,MT59937
    No Relationship PC Support for athletes with Type 1 diabetes 1,000
    RIGHT HAND MINISTRIES
    P O BOX 241206
    LITTLE ROCK,AR72223
    No Relationship PC Missionary work in SE India 550
    RIVERSPORT FOUNDATION
    725 S LINCOLN BLVD
    OKLAHOMA CITY,OK73129
    No Relationship PC Riversport expansion and support 7,500
    ROADS TO RECOVERY
    2600 MEMORIAL AVENUE SUITE 107
    LYNCHBURG,VA24501
    No Relationship PC Education/addiction treatment 150
    ROANOKE COLLEGE
    221 COLLEGE LANE
    SALEM,VA24153
    No Relationship PC Education support 500
    THE ROTARY FOUNDATION
    14280 COLLECTIONS CENTER DRIVE
    CHICAGO,IL60693
    No Relationship PC Poverty assistance 500
    ROUTE SIXTY SIX PROJECT INC
    P O BOX 2692
    EDMOND,OK73083
    No Relationship PC Food and resource center 50
    SAMARITANS PURSE
    P O BOX 3000
    BOONE,NC28607
    No Relationship PC International crisis response 50
    SCISSORTAIL PARK FOUNDATION
    300 SW 7TH STREET
    OKLAHOMA CITY,OK73109
    No Relationship PC Event sponsorship/annual donation 25,000
    SIGMA NU EDUCATIONAL FOUNDATION
    P O BOX 1869
    LEXINGTON,VA24450
    No Relationship PC Educational initiatives 1,000
    SISTER CITIES OKC INC
    PO BOX 892796
    OKLAHOMA CITY,OK73189
    No Relationship PC Citizen diplomacy network 2,100
    SIXTWELVE INC
    612 NW 29TH STREET
    OKLAHOMA CITY,OK73103
    No Relationship PC Arts education support 1,700
    SMART START CENTRAL OKLAHOMA
    P O BOX 21505
    OKLAHOMA CITY,OK73156
    No Relationship PC Early child development 15,200
    SPECIAL CARE
    12201 NORTH WESTERN AVENUE
    OKLAHOMA CITY,OK73114
    No Relationship PC Education outreach program 5,000
    SPECIAL OLYMPICS OKLAHOMA
    6835 S CANTON AVE
    TULSA,OK74136
    No Relationship PC Support for athletes with disabilities 5,050
    SPUR KITCHEN FOUNDATION
    3100 CARLTON WAY
    OKLAHOMA CITY,OK73120
    No Relationship PC COVID-19 meals support 5,000
    ST ANTHONY FOUNDATION
    P O BOX 205
    OKLAHOMA CITY,OK73101
    No Relationship PC Event sponsorship 2,500
    ST JOHN BOSCO ASSOCIATION
    2640 THIRD AVENUE
    SACREMENTO,CA95818
    No Relationship PC Education support 1,200
    ST JUDE CHILDRENS RESEARCH HOSPITAL
    P O BOX 50
    MEMPHIS,TN38101
    No Relationship PC Childhood cancer research 2,350
    ST LUKES UNITED METHODIST CHURCH
    222 N W 15TH STREET
    OKLAHOMA CITY,OK73103
    No Relationship PC COVID-19 support for Meals on Wheels OKC 3,500
    STATE CAPITAL PUBLISHING MUSEUM
    P O BOX 57
    GUTHRIE,OK73044
    No Relationship PC Event sponsorship benefiting building restoration 1,364
    SUNBEAM FAMILY SERVICES
    1100 N W 14TH STREET
    OKLAHOMA CITY,OK73106
    No Relationship PC Event sponsorship 2,270
    TEACH FOR AMERICA
    309 N W 13TH STREET
    OKLAHOMA CITY,OK73103
    No Relationship PC Education outreach program 5,000
    THE BAIL PROJECT
    P O BOX 750
    VENICE,CA90294
    No Relationship PC Programs supporting incaration 400
    THE BELLA FOUNDATION
    P O BOX 20035
    OKLAHOMA CITY,OK73162
    No Relationship PC Animal welfare 500
    THE EDUCATION AND EMPLOYMENT MINIST
    14 N E 13TH STREET
    OKLAHOMA CITY,OK73104
    No Relationship PC Education grant 5,500
    THE FIRST TEE OF METROPOLITAN OKC
    P O BOX 2381
    OKLAHOMA CITY,OK73101
    No Relationship PC Character education outreach through the game of golf 5,000
    THE FOUNDATION OF IAAP
    10502 N AMBASSADOR DRIVE SUITE 100
    KANSAS CITY,MO64153
    No Relationship PC Education outreach in the success of office and administrative professionals 150
    THE FOUNDATION FOR OKC PUBLIC SCHOO
    431 W MAIN STREET SUITE E
    OKLAHOMA CITY,OK73102
    No Relationship PC Puerto Rico Teachers project/Event sponsorship 30,000
    THE GIVING BACK FUND INC
    5757 W CENTURY BLVD SUITE 410
    LOS ANGELES,CA90045
    No Relationship PC Project to supply phone chargers to healthcare facilities 1,000
    THE HOMELESS ALLIANCE
    1724 N W 4TH STREET
    OKLAHOMA CITY,OK73106
    No Relationship PC Homeless programs 300
    THE LEUKEMIA AND LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE SUITE 200
    RY BROOK,NY10573
    No Relationship PC CANCER RESEARCH 50
    THE NEA FOUNDATION
    1201 SIXTEENTH STREET NW STE 416
    WASHINGTON,DC20036
    No Relationship PC Event Sponsorship 25,000
    THE OKLAHOMA ACADEMY
    2425 NOWATA PL
    BARTLESVILLE,OK74006
    No Relationship PC Charity/Non-profit support 650
    THE OKLAHOMA CARING FOUNDATION
    P O BOX 3283
    TULSA,OK74102
    No Relationship PC Champions of Health donation 2,500
    THE SALVATION ARMY
    P O BOX 2095
    OKLAHOMA CITY,OK73101
    No Relationship PC Disaster relief 5,000
    THE TREE BANK FOUNDATION
    3535 N CLASSEN
    OKLAHOMA CITY,OK73118
    No Relationship PC Annual campaign 1,000
    TINY TAILS SMALL DOG RESCUE
    552 E INDIAN DRIVE
    MIDWEST CITY,OK73110
    No Relationship PC Animal rescue 125
    THE TAKEDOWN CLUB
    2830 TWIN LAKES DRIVE
    SPRING HILL,TN37174
    No Relationship PC Education & wrestling initiatives 300
    THE URBAN MISSION
    3737 N PORTLAND AVENUE
    OKLAHOMA CITY,OK73112
    No Relationship PC Serving families in need 100
    TORNADO ALLEY BULLDOG RESCUE
    4916 N INDEPENDENCE
    OKLAHOMA CITY,OK73112
    No Relationship PC Animal welfare/rescue 1,000
    TULSA COMMUNITY FOUNDATION
    7030 SOUTH YALE AVENUE SUITE 600
    TULSA,OK74136
    No Relationship PC Designated for Sigma Pi Phi Epsilon Iota Community Investment Fund 500
    UNITED WAY OF CENTRAL OKLAHOMA
    PO BOX 837
    OKLAHOMA CITY,OK73101
    No Relationship PC Campaign pledge 261,700
    UNIVERSITY OF CENTRAL OK FOUNDATION
    100 N UNIVERSITY DRIVE
    EDMOND,OK73034
    No Relationship PC Scholarship 12,500
    UNIVERSITY OF TULSA
    800 SOUTH TUCKER DRIVE
    TULSA,OK74104
    No Relationship PC SCHOLARSHIP 500
    UNIVERSITY OF SOUTHERN MS FOUNDATIO
    118 COLLEGE DRIVE 10014
    HATTIESBURG,MS39406
    No Relationship PC SCHOLARSHIP 1,000
    URBAN LEAGUE OF GREATER OKC
    3900 N MARTIN LUTHER KING JR AVE
    OKLAHOMA CITY,OK73111
    No Relationship PC Training and education for at risk youth 1,000
    UTAH FOOD BANK
    3150 SOUTH 900 WEST
    SALT LAKE CITY,UT84119
    No Relationship PC Food distribution to those in need 100
    VARIETY CARE FOUNDATION
    P O BOX 2098
    OKLAHOMA CITY,OK73101
    No Relationship PC Event sponsorship 10,900
    WARRIOR FOUNDATION FREEDOM STATION
    1223 1/2 28TH STREET SUITE A
    SAN DIEGO,CA92102
    No Relationship PC Support for injured veterans 100
    WES WELKER FOUNDATION
    P O BOX 20777
    OKLAHOMA CITY,OK73156
    No Relationship PC Event sponsorship 1,952
    WESTMINISTER SCHOOL
    600 NW 44th Street
    OKLAHOMA CITY,OK73118
    No Relationship PC Educational support 5,000
    WINDWALKERS EQUINE ASSISTED
    LEARNING AND THERAPY CENTER
    P O BOX 504
    CARBONDALE,CO81623
    No Relationship PC Assisted learning and therapy center 1,000
    WOVENLIFE
    701 NE 13th Street
    OKLAHOMA CITY,OK73104
    No Relationship PC Education support 2,500
    WOUNDED WARRIOR PROJECT
    P O BOX 758540
    TOPEKA,KS66675
    No Relationship PC Support for injured veterans and families 100
    YOUTH SERVICES OF TULSA
    311 S MADISON AVENUE
    TULSA,OK74120
    No Relationship PC Designated for LGBTQ+ services 500
    YMCA OF GREATER OKC
    500 N BROADWAY SUITE 500
    OKLAHOMA CITY,OK73102
    No Relationship PC Annual campaign/Camp Classen 6,200
    YMCA OKLAHOMA CITY
    2460 N W 39TH STREET
    OKLAHOMA CITY,OK73112
    No Relationship PC Event sponsorship 4,750
    BIG BROTHERS BIG SISTERS OF OK
    224 NW 10TH STREET
    OKLAHOMA CITY,OK73103
    No Relationship PC Mentoring program/Bowl For Kids Sake Donation 5,125
    Total .................................bullet 3a 1,631,865
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a     0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    f     0   0 0
        0   0 0
    gFees and contracts from government agencies          
    2 Membership dues and assessments....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........
      0   0 0
    4 Dividends and interest from securities....   0 14 888,982 0
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0   0 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income.....   0   0 0
    8 Gain or (loss) from sales of assets other than
    inventory ............
      0 18 383,436 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 0
    11 Other revenue:
    a  
      0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,272,418 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,272,418
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    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 taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 0


    Form 990PF - Special Condition Description:
    Special Condition Description
    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
    2020
    Name of the organization
    AMERICAN FIDELITY FOUNDATION
     
    Employer identification number

    73-1236059
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    AMERICAN FIDELITY FOUNDATION
     
    Employer identification number
    73-1236059
    Part I
    Contributors
    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
    1
    AMERICAN FIDELITY ASSURANCE COMPANY
     
    P O BOX 25523
     
    OKLAHOMA CITY, OK73125

    $ 2,000,000


    (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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    AMERICAN FIDELITY FOUNDATION
     
    Employer identification number

    73-1236059
    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) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    AMERICAN FIDELITY FOUNDATION
     
    Employer identification number

    73-1236059
    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) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    AMERICAN FIDELITY FOUNDATION
    EIN:
    73-1236059
    Software ID:
    20012075
    Software Version:
    V1.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Hood River SM Cap Grow-I 2017-08 Purchase 2020-12   776,435 508,156   0   0
    Northern Small Cap Value 2016-11 Purchase 2020-12   100,000 117,734   0   0
    Energy Select Sector SPD 2019-12 Purchase 2020-01   469,357 464,256   0   0
    Vanguard ST Bond Index 2019-08 Purchase 2020-12   122,000 86,570   0   0
    Vanguard 500 Index Fund 2017-08 Purchase 2020-12   277,001 209,394   0   0
    Vanguard 500 Index Fund 2017-08 Purchase 2020-06   83,000 60,665   0   0
    Pfizer Inc 2017-06 Purchase 2020-11   13,200 13,200   0   0
    Pfizer Inc 2019-12 Purchase 2020-11   2,754 2,754   0   0
    Small Business Administration 2015-02 Purchase 2020-06   38,975 38,975   0   0
    Small Business Administration 2015-02 Purchase 2020-09   43,480 43,480   0   0
    Federal Farm Credit Bank 2016-09 Purchase 2020-03   1,500,000 1,500,000   0   0
    FNR 2015-03 Purchase 2020-06   105,487 105,487   0   0
    GNR 2014-03 Purchase 2020-06   54,705 54,705   0   0
    Viatris Inc 2020-11 Purchase 2020-12   18,372 15,954   0   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    AMERICAN FIDELITY FOUNDATION
    EIN:
    73-1236059
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF NEW YORK 219,652 219,652
    COSTCO WHOLESALE CORPORATION 280,534 280,534
    FEDERAL FARM CREDIT BANK 0 0
    FEDERAL FARM CREDIT BANK 0 0
    EMERSON ELECTRIC COMPANY 165,854 165,854
    EXXON MOBIL CORPORATION 511,198 511,198
    FNR 570,557 570,557
    FNR 91,661 91,661
    FNR 609,012 609,012
    GNR 35,788 35,788
    GNR 635,837 635,837
    SHELL INTERNATIONAL FIN 221,686 221,686
    VANGUARD S/T BOND INDEX 447,129 447,129
    VANGUARD S/T BOND INDEX 398,207 398,207

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    AMERICAN FIDELITY FOUNDATION
    EIN:
    73-1236059
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 335,597 335,597
    AIR PRODUCTS & CHEMICALS, INC 383,874 383,874
    APPLE INC 635,320 635,320
    ARTISAN INTERNATIONAL FUND 1,477,471 1,477,471
    AMERICAN FUNDS EURO GROWTH F3 1,903,992 1,903,992
    AUTOMATIC DATA PROCESSING, INC 345,000 345,000
    BRANDES INST INTL EQUITY FUND 1,733,411 1,733,411
    BRISTOL-MYERS SQUIBB COMPANY 320,199 320,199
    CHEVRON CORPORATION 229,788 229,788
    CISCO SYSTEMS, INC 337,281 337,281
    COCA-COLA COMPANY 272,171 272,171
    CVS CAREMARK CORP 157,227 157,227
    DISNEY (WALT) COMPANY 401,133 401,133
    ELI LILLY AND COMPANY 337,680 337,680
    ENERGY SELECT SECTOR SPDR 0 0
    EXXON MOBIL CORPORATION 141,673 141,673
    GLAXOSMITHKLINE 194,562 194,562
    HOOD RIVER SM CAP GROW -INST 1,518,302 1,518,302
    ILLINOIS TOOL WORKS 372,693 372,693
    INTEL CORPORATION 322,086 322,086
    INTL BUSINESS MACHINES CORP 320,239 320,239
    JPMORGAN CHASE & CO 373,713 373,713
    JOHNSON & JOHNSON 359,141 359,141
    LAZARD EMERGING MARKETS OPEN END FUND 823,456 823,456
    MCDONALD'S CORPORATION 352,770 352,770
    METLIFE, INC 389,967 389,967
    MICROSOFT CORPORATION 492,883 492,883
    NORTHERN SMALL CAP VALUE FUND 1,555,230 1,555,230
    NORTHERN TRUST CORP 342,848 342,848
    NUCOR CORPORATION 305,311 305,311
    PEPSICO, INC 348,505 348,505
    PFIZER INC. 311,265 311,265
    PHILIP MORRIS INTERNATIONAL 314,933 314,933
    PROCTOR & GAMBLE COMPANY 299,568 299,568
    ROYAL DUTCH SHELL-SPON ADR-B 191,745 191,745
    SCHLUMBERGER LTD 175,425 175,425
    STARBUCKS CORP 391,012 391,012
    TARGET CORPORATION 449,797 449,797
    TWEEDY BROWNE GLOBAL VALUE 1,697,382 1,697,382
    US BANCORP 264,585 264,585
    UNITED PARCEL SERVICE 419,148 419,148
    WELLS FARGO & COMPANY 216,935 216,935
    VANGUARD MIDCAP INDEX-ADM 1,902,642 1,902,642
    VANGUARD SML CAP INDEX-ADM 1,941,665 1,941,665
    VERIZON COMMUNICATIONS, INC 326,944 326,944

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    AMERICAN FIDELITY FOUNDATION
    EIN:
    73-1236059
    Software ID:
    20012075
    Software Version:
    V1.0
    US Government Securities - End of Year Book Value:

    3,973,740
    US Government Securities - End of Year Fair Market Value:

    7,104,128
    State & Local Government Securities - End of Year Book Value:


    7,104,128
    State & Local Government Securities - End of Year Fair Market Value:


    7,104,128


    TY 2020 OtherAssetsSchedule
    Name:
    AMERICAN FIDELITY FOUNDATION
    EIN:
    73-1236059
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Accrued Investment Income 43,838 27,039 27,039


    TY 2020 OtherExpensesSchedule
    Name:
    AMERICAN FIDELITY FOUNDATION
    EIN:
    73-1236059
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Service Charges 179 0 0 0


    TY 2020 OtherIncreasesSchedule
    Name:
    AMERICAN FIDELITY FOUNDATION
    EIN:
    73-1236059
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 2,456,207


    TY 2020 TaxesSchedule
    Name:
    AMERICAN FIDELITY FOUNDATION
    EIN:
    73-1236059
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2020 Federal Tax Estimate Payments 15,000 0 0 0