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
KIRKPATRICK FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1001 WEST WILSHIRE BLVD 4TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73116
A Employer identification number

73-0701736
B Telephone number (see instructions)

(405) 608-0934
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$83,137,667J 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 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,566,719 1,566,719  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,618,288
b Gross sales price for all assets on line 6a 6,592,905
7 Capital gain net income (from Part IV, line 2)... 1,618,288
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 182,445 182,445  
12 Total. Add lines 1 through 11........ 3,367,452 3,367,452  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 229,643 34,446   195,197
14 Other employee salaries and wages...... 350,241 24,692   324,893
15 Pension plans, employee benefits....... 62,550 4,591   57,959
16a Legal fees (attach schedule)......... Click to see attachment 4,537 0   4,537
b Accounting fees (attach schedule)....... Click to see attachment 46,086 23,043   13,774
c Other professional fees (attach schedule).... Click to see attachment 173,705 172,747   958
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 87,970 37,818   23,152
19 Depreciation (attach schedule) and depletion... 145 145  
20 Occupancy.............. 5,810 2,905   2,905
21 Travel, conferences, and meetings....... 4,670 2,335   2,944
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 763,566 50,259   697,429
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,728,923 352,981   1,323,748
25 Contributions, gifts, grants paid....... 2,382,635 2,382,635
26 Total expenses and disbursements. Add lines 24 and 25 4,111,558 352,981   3,706,383
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -744,106
b Net investment income (if negative, enter -0-) 3,014,471
c Adjusted net income (if negative, enter -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............. 287,748 25,059 25,059
2 Savings and temporary cash investments......... 12,266,032 13,269,472 13,269,472
3 Accounts receivable bullet145,999
Less: allowance for doubtful accounts bullet   174,614 145,999 145,999
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).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 3,006,970 Click to see attachment506,670 506,670
b Investments—corporate stock (attach schedule)....... 55,046,886 Click to see attachment61,612,661 61,612,661
c Investments—corporate bonds (attach schedule)....... 4,596,633 Click to see attachment6,317,581 6,317,581
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet123,085
Less: accumulated depreciation (attach schedule) bullet123,085 166 0 0
15 Other assets (describe bullet) Click to see attachment67,353 Click to see attachment62,281 Click to see attachment1,260,225
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 75,446,402 81,939,723 83,137,667
Liabilities 17 Accounts payable and accrued expenses.......... 118,502 22,187
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 118,502 22,187
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........... 75,327,900 81,917,536
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 75,327,900 81,917,536
30 Total liabilities and net assets/fund balances (see instructions). 75,446,402 81,939,723
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
75,327,900
2
Enter amount from Part I, line 27a .....................
2
-744,106
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,333,742
4
Add lines 1, 2, and 3 ..........................
4
81,917,536
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
81,917,536
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 PUBLICLY 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 6,592,905   4,974,617 1,618,288
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       1,618,288
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 1,618,288
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 41,901
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 0
3 Add lines 1 and 2........................... 3 41,901
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 41,901
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 31,061
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,061
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 378
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 18,782
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet18,782 RefundedBullet 11 0
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 addressbulletWWW.KIRKPATRICKFOUNDATION.COM
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (405) 608-0934

    Located atbullet1001 WEST WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK ZIP+4bullet73116
    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
    CHRISTIAN K KEESEE CHAIRMAN
    1.00     		0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    ROBERT CLEMENTS TRUSTEE
    1.00     		0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    REBECCA MCCUBBIN PRESIDENT
    1.00     		0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    LOUISA MCCUNE EXECUTIVE DIRECTOR
    40.00     		203,490 26,153 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    MAX WEITZENHOFFER VICE PRESIDENT
    1.00     		0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    GEORGE RECORDS TRUSTEE
    1.00     		0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    GLENNA TANENBAUM SECRETARY
    1.00     		0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    MARK ROBERTSON TRUSTEE
    1.00     		0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    LIZ EICKMAN ADVISOR
    1.00     		0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    DAVID F GRIFFIN TREASURER
    1.00     		0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    ELIZABETH A FARABEE TRUSTEE
    1.00     		0 0 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    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
    KELLY BURLEY PROGRAM OFFICER
    40.00     		90,312 10,944 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    KATHY E MCCORD OFFICE MANAGER
    40.00     		69,693 11,127 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    ALANA RUIZ DE LA PENA MANAGING EDITOR AT A
    40.00     		59,173 18,557 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    CHRISTINE SITZ SENIOR PROGRAM OFFIC
    40.00     		64,315 8,398 0
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    Total number of other employees paid over $50,000...................bullet 0
    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
    UNITED CAPITAL FINANCIAL ADVISERS INVESTMENT MANAGEMENT 101,256
    620 NEWPORT CENTER DRIVE SUITE 500
    NEWPORT BEACH,CA92660
    Total number of others receiving over $50,000 for professional services.............bullet0
    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 ARTDESK IS A FREE, QUARTERLY PUBLICATION DEVOTED TO CONTEMPORARY ART, PERFORMANCE AND THOUGHT. ITS MISSION IS TO INFORM READERS ABOUT REGIONAL AND NATIONAL EVENTS, EXHIBITIONS, EDUCATION, AND PROMOTE CREATIVE LITERACY AND APPRECIATION. THIS PUBLICATION IS DISTRIBUTED WIDELY ACROSS OKLAHOMA, TEXAS, AND COLORADO. THE MAGAZINE PRINTS MORE THAN 100,000 COPIES OF EVERY ISSUE. WITH EACH ISSUE, 50,000 COPIES ARE INSERTED INTO A THURSDAY EDITION OF THE OKLAHOMAN AND A SUNDAY EDITION OF THE NEW YORK TIMES. 4,100 COPIES ARE DISTRIBUTED TO EVERY MIDDLE SCHOOL AND HIGH SCHOOL VISUAL ARTS DEPARTMENT IN OKLAHOMA CITY PUBLIC SCHOOLS AND MORE THAN 2,500 ARE MAILED TO 47 STATES. PUBLISHED BY THE KIRKPATRICK FOUNDATION, ARTDESK WILL CONTINUE ITS MISSION TO EDUCATE THE REGION ON THE CONTEMPORARY ARTS. 545,980
    2 SAFE & HUMANE IS KIRKPATRICK FOUNDATION'S TWENTY-YEAR INITIATIVE TO MAKE OKLAHOMA THE SAFEST AND MOST HUMANE PLACE TO BE AN ANIMAL BY THE YEAR 2032. THE FOUNDATION'S APPROACH IS TO CONVENE, HONOR, PROMOTE, FUND, AND RESEARCH EFFORTS TO IMPROVE THE LIVES OF OKLAHOMA ANIMALS AND THE PEOPLE WHO CARE FOR THEM. THE FOUNDATION BELIEVES THAT BY MINIMIZING ANIMAL SUFFERING AND ELEVATING THE STANDARDS OF CARE, TREATMENT, AND WELFARE FOR ALL OKLAHOMA ANIMALS, THE CONDITION OF ALL OKLAHOMA CITIZENS WILL BE GREATLY IMPROVED. A KEY ELEMENT OF THE SAFE & HUMANE INITIATIVE IS THE TRIENNIAL ANIMAL CONFERENCE (HELD IN 2015, 2018, AND MOST RECENTLY ON AUGUST 27-28, 2021). 309,103
    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.........................bullet0
    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
    66,048,286
    b
    Average of monthly cash balances.......................
    1b
    7,696,535
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,260,225
    d
    Total (add lines 1a, b, and c).........................
    1d
    75,005,046
    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
    75,005,046
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,125,076
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    73,879,970
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,693,999
    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
    3,693,999
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    41,901
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    41,901
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,652,098
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,652,098
    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
    3,652,098
    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
    3,706,383
    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
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,706,383
    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
    3,706,383
    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 3,652,098
    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......  
    b From 2016......  
    c From 2017......  
    d From 2018...... 32,910
    e From 2019......  
    fTotal of lines 3a through e........ 32,910
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,706,383
    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..... 3,652,098
    e Remaining amount distributed out of corpus 54,285
    5 Excess distributions carryover applied to 2020. 0 0
    (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 87,195
    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 ......     		87,195
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 32,910
    d Excess from 2019....  
    e Excess from 2020.... 54,285
    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).)
    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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LOUISA MCCUNE
    1001 W WILSHIRE BLVD 4TH FLOOR
    OKLAHOMA CITY,OK73116
    (405) 608-0934
    LOUISA@KIRKPATRICKFOUNDATION.COM
    bThe form in which applications should be submitted and information and materials they should include:
    THE APPLICATION SHOULD BE FILLED OUT ONLINE AT HTTP://KIRKPATRICKFOUNDATION.COM/APPLY-FOR-A-GRANT. SMALL GRANT APPLICATIONS HAVE NO SPECIFIC DEADLINE, BUT PLEASE ALLOW 30-45 DAYS FOR CONSIDERATION.
    cAny submission deadlines:
    DEADLINES ARE JUNE 1 AND DECEMBER 1 FOR LETTERS OF INQUIRY FOR REQUESTS OVER $10,000.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANT PROPOSALS ARE CONSIDERED ONLY FROM ELIGIBLE ORGANIZATIONS WHO: - CURRENTLY QUALIFY AS A 501(C)(3) NONPROFIT ORGANIZATION ACCORDING TO THE INTERNAL REVENUE CODE. - SERVE CENTRAL OKLAHOMA, PRIMARILY THE OKLAHOMA CITY METROPOLITAN AREA, OKLAHOMA COUNTY AND SURROUNDING COUNTIES AND COMMUNITIES. - MAINTAIN CURRENT FINANCIAL RECORDS, PROVIDING A COPY OF THE OPERATIONAL BUDGET AND A STATEMENT OF FINANCIAL POSITION. - HAVE A WORKING BOARD OF DIRECTORS, AS WELL AS MANAGEMENT, GOVERNANCE, AND ACCOUNTABILITY STRUCTURES IN PLACE - PROVIDE A LIST OF BOARD MEMEBERS AND THEIR AFFILIATION - DEMONSTRATE 100 PERCENT BOARD-MEMBER GIVING; PROVIDE A THREE-YEAR STRATEGIC PLAN WE DO NOT FUND: - INDIVIDUALS - LOBBYING ORGANIZATIONS - MEDICAL AND/OR HEALTH-RELATED CAUSES - SOCIAL SERVICES - ATHLETIC PROGRAMS - CAPITAL CAMPAIGNS - ENDOWMENTS - MULTI-YEAR PROJECTS - INDIRECT COSTS
    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 TO Z PRODUCTIONS INC
    PO BOX 1062
    NORMAN,OK73070     		NONE PC NORMAN PHILHARMONIC 2020-2021 SEASON: MLK, JR. CELEBRATION; CHILDREN OF A COMMON MOTHER 5,000
    AALIM DANCE ACADEMY INC
    PO BOX 271757
    OKC,OK73137     		NONE PC NEW FLOORS FOR SAFE DANCING AND MOVING FORWARD WITH AALIM 7,000
    ACADEMY OF CLASSICAL CHRISTIAN STUDIES INC
    1120 E HEFNER RD
    OKC,OK73131     		NONE PC THE ACADEMY FINE ARTS EXPANSION 25,000
    ALLIED ARTS FOUNDATION INC
    1015 N BROADWAY AVE 200
    OKC,OK73102     		NONE PC ODYSSEY HONORARIUM LEE RANALDO 500
    AMERICAN ASSOCIATION OF ZOO VETERINARIANS
    581705 WHITE OAK RD
    YULEE,FL32097     		NONE PC WILD ANIMAL HEALTH FUND (WAHF) 4,000
    AMERICAN INDIAN CULTURAL CENTER FOUNDATION
    659 AMERICAN INDIAN BLVD
    OKC,OK73129     		NONE PC FIRST AMERICANS MUSEUM 1,000
    ANIMAL LEGAL DEFENSE FUND
    525 E COTATI AVE
    COTATI,CA94931     		NONE PC ANIMAL LAW SYMPOSIUM AT OKLAHOMA CITY UNIVERSITY 10,000
    ANIMAL WELLNESS FOUNDATION
    PO BOX 9646
    MARINA DEL RAY,CA90295     		NONE PC NATIONAL LAW ENFORCEMENT COUNCIL 50,000
    ARCADIA HISTORICAL & PRESERVATION SOCIETY INC
    PO BOX 134
    ARCADIA,OK73007     		NONE PC WEBSITE IMPROVEMENTS & MAINTENANCE 7,500
    ASPIRING ATTITUDES INC
    8014 N WESTERN AVE STE C
    OKC,OK73114     		NONE PC LET'S "ALL" JUST DANCE PERFORMANCE PROGRAM 3,500
    AUSTIN HARTEL DANCE COMPANY
    1020 WA APACHE ST
    NORMAN,OK73069     		NONE PC OKLAHOMA INTERNATIONAL DANCE FESTIVAL - SUMMER 2020 30,000
    BEAUX ARTS COMMITTEE INC
    1127 HEMSTEAD PL
    OKC,OK73116     		NONE PC 75TH ANNIVERSARY COMMEMORATIVE BOOK 10,000
    BLUE SPHERE FOUNDATION
    888 SEVENTH AVE 30TH FL
    NEW YORK,NY10106     		NONE PC ARTDESK DONATION TO SEALEGACY / CRISTINA MITTERMEIER 500
    CC CAMP COMMUNITY ORGANIZATION INCORPORATED
    PO BOX 305
    STILLWELL,OK74960     		NONE PC EAGLE HEALTH FUND 1,000
    CHISHOLM TRAIL HERITAGE CENTER ASSOCIATION
    1001 CHISHOLM TRAIL PKWY
    DUNCAN,OK73534     		NONE PC WEBSITE REDESIGN AND LIGHTING UPGRADES 5,000
    CHOREGUS PRODUCTIONS INC
    6440 S LEWIS AVE STE 2200
    TULSA,OK74136     		NONE PC LONG RANGE PLANNING & BOARD TRAINING 3,500
    CIMARRON CIRCUIT OPERA COMPANY
    PO BOX 1085
    NORMAN,OK73070     		NONE PC VENUE RENTAL FOR OPERA THEATRE CAMP AND ADULT SUMMER OPERETTA 19,600
    CLASS MATTERS INC
    2625 NW 114TH ST
    OKC,OK73120     		NONE PC STEAM 405 MOBILE FLIGHT EXPERIENCE 6,000
    COLORADO REPTILE HUMANE SOCIETY
    159 BLUEBIRD LN
    CHAFFEE,MO63740     		NONE PC TURTLE RACE TASK FORCE: RESEARCH ON OKLAHOMA TURTLE RACES 5,000
    COMMUNITIES FOUNDATION OF OKLAHOMA
    801 NW 63RD ST STE 200
    OKC,OK73116     		NONE PC OKC BLACK JUSTICE FUND SUPPORT 10,000
    CONSORTIUM OF OKLAHOMA GEOGRAPHERS INC
    100 E BOYD ST RM 684
    NORMAN,OK73019     		NONE PC ENVIRONMENTAL CONSERVATION WORKSHOP FOR OKLAHOMA CITY EDUCATORS 8,000
    CRISTO REY OKLAHOMA CITY CATHOLIC HIGH SCHOOL INC
    900 N PORTLAND AVE
    OKC,OK73107     		NONE PC FINE ARTS PROGRAM 20,000
    DEADCENTER FILM FESTIVAL INC
    701 W SHERIDAN AVE 110
    OKC,OK73102     		NONE PC 20TH ANNUAL DEADCENTER FILM FESTIVAL 20,000
    DOMESTIC VIOLENCE INTERVENTION SERVICES
    3124 E APACHE ST
    TULSA,OK74110     		NONE PC KENNEL SUPPORT: VETERINARY CARE AND BEHAVIORAL TRAINING 5,000
    DOWN SYNDROME ASSOCIATION OF CENTRAL OKLAHOMA
    521 W WILSHIRE BLVD STE 130
    OKC,OK73116     		NONE PC DSACO THERAPY CAMP 3,500
    EDMOND PUBLIC SCHOOLS FOUNDATION INC
    1001 W DANFORTH RD
    EDMOND,OK73003     		NONE PC CLASSROOM SUPPORT & PROFESSIONAL DEVELOPMENT 30,000
    EL SISTEMA OKLAHOMA
    3220 QUAIL SPRINGS PKWY
    OKC,OK73134     		NONE PC MUSIC COMPOSITION LAB 25,000
    ENID ARTS & SCIENCES FOUNDATION
    200 E MAPLE AVE
    ENID,OK73701     		NONE PC CRITTER SAFETY FOR ALL SEASONS 20,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE ST
    MONTGOMERY,AL36104     		NONE PC GENERAL SUPPORT 1,000
    FETCH FIDO A FLIGHT INC
    PO BOX 1166
    EDMOND,OK73083     		NONE PC LIFESAVING FLIGHT TO OREGON 3,000
    FREE TO LIVE INC
    9150 S WESTERN AVE
    GUTHRIE,OK73044     		NONE PC SANCTUARY RESEARCH 5,400
    FRONTIER MEDIA GROUP
    2121 E 26TH PL
    TULSA,OK74114     		NONE PC TRAVEL & EQUIPMENT UPGRADE 8,000
    GENERATION CITIZEN INC
    312 NE 28TH STE 105
    OKC,OK73105     		NONE PC TEACHER LEADERSHIP CADRE: DEVELOPING TEACHER LEADERS 5,000
    GRADUATE THEOLOGICAL FOUNDATION
    116 E SHERIDAN AVE STE 207
    OKC,OK73104     		NONE PC THE CERTIFICATE IN FAITH AND ANIMAL ETHICS 20,000
    GREAT EXPECTATIONS FOUNDATION INC
    PO BOX 1710
    TAHLEQUAH,OK74465     		NONE PC PROFESSIONAL DEVELOPMENT TRAINING & INSTRUCTION COACHING/OKC PUBLIC SCHOOLS 25,000
    GROUND ZERO EMERGENCY TRAINING CENTER
    133 24TH AVE NW STE 134
    NORMAN,OK73069     		NONE PC PROJECT SAFETY, SHADE AND SHELTER 25,000
    HARDING FINE ARTS ACADEMY FOUNDATION
    3333 SHARTEL
    OKC,OK73118     		NONE PC MASTER PLAN PROJECT[HP SUBSET] 153,000
    HONORING AMERICA'S WARRIORS
    1301 CORNELL PKWY
    OKC,OK73108     		NONE PC WOUNDED WARRIORS SERVICE DOG PROGRAM 5,000
    INSTITUTE FOR ECONOMIC EMPOWERMENT OF WOMEN
    2709 W I 44 SERVICE RD
    OKC,OK73112     		NONE PC STAFF LAPTOPS & PRINTING MATERIALS 1,000
    JAZZ IN JUNE INC
    PO BOX 2356
    NORMAN,OK73070     		NONE PC 2021 JAZZ IN JUNE FESTIVAL 2,500
    KEIGWIN AND COMPANY INC
    129 E 70TH ST 4TH FL
    NEW YORK,NY10021     		NONE PC BOLERO SENIORS 50,000
    KEYSTONE ADVENTURE SCHOOL & FARM INC
    19201 N WESTERN
    EDMOND,OK73012     		NONE PC CLEAR TO LAUNCH:SPACE STATION KEYSTONE ! 10,000
    LARK MUSICAL SOCIETY INC
    543 ARDEN AVE
    GLENDALE,CA91203     		NONE PC GENERAL SUPPORT 1,000
    LEAGUE OF WOMEN VOTERS OF OKLAHOMA
    720 W WILSHIRE BLVD STE 101-1
    OKC,OK73116     		NONE PC 2020 OKLAHOMA VOTER GUIDE 35,000
    MOUNT ST MARY HIGH SCHOOL
    2801 S SHARTEL AVE
    OKC,OK73109     		NONE PC K-12 STEM EDUCATIONAL OUTREACH THROUGH COMPETITIVE ROBOTICS 25,000
    NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC
    40 RECTOR ST 5TH FL
    NEW YORK,NY10006     		NONE PC BLACK THEATRE UNITED 2,000
    NAMRON PLAYERS THEATRE INC
    PO BOX 2356
    NORMAN,OK73070     		NONE PC 2020-2021 SEASON 2,000
    NEXUS EQUINE INC
    PO BOX 54572
    OKC,OK73154     		NONE PC FARM EQUIPMENT & TACK 10,000
    NORMAN ARTS AND HUMANITIES COUNCIL
    122 E MAIN ST
    NORMAN,OK73069     		NONE PC ARTS EDUCATION & STRATEGIC PLANNING 16,000
    NORTH STAR FUND INC
    520 EIGTH AVE STE 1800
    NEW YORK,NY10018     		NONE PC GENERAL SUPPORT 1,000
    OKLAHOMA ARTS INSTITUTE INC
    111 NW 9TH ST
    OKC,OK73102     		NONE PC OAI ALUMNI ENGAGEMENT INITIATIVES 25,000
    OKLAHOMA AUTISM CENTER FOUNDATION
    3901 NW 63RD ST STE 100
    OKC,OK73116     		NONE PC OKLAHOMA DISTANCE LEARNING & SUPPORT FOR TEACHERS 5,000
    OKLAHOMA CENTER FOR NONPROFITS
    720 W WILSHIRE STE 115
    OKC,OK73116     		NONE PC LEARNING MANAGEMENT SYSTEM LICENSING FEES; GRANT: EMERGENCY ASSISTANCE - CARES ACT EDUCATION 20,000
    OKLAHOMA CITY - COUNTY HISTORICAL SOCIETY
    PO BOX 893050
    OKC,OK73189     		NONE PC C. G. JONES MEMORIAL PLAZA 1,500
    OKLAHOMA CITY COMMUNITY COLLEGE FOUNDATION
    7777 S MAY AVE
    OKC,OK73159     		NONE PC DIGITAL CINEMA PROGRAM-FILM SOUND EDITING UPGRADES 25,000
    OKLAHOMA CITY COMMUNITY FOUNDATION
    PO BOX 1146
    OKC,OK73101     		NONE PC COVID-19 FUND 1,000
    OKLAHOMA CITY COMMUNITY FOUNDATION
    PO BOX 1146
    OKC,OK73101     		NONE PC KIRKPATRICK FOUNDATION GIFT FUND 200,000
    OKLAHOMA CITY COMMUNITY FOUNDATION
    PO BOX 1146
    OKC,OK73101     		NONE PC KIRKPATRICK FOUNDATION EXPRESS FUND - 1KFG 470,000
    OKLAHOMA CITY MUSEUM OF ART
    415 COUCH DR
    OKC,OK73102     		NONE PC 2019-2020 SEASON SUPPORT 75,000
    OKLAHOMA CITY PUBLIC SCHOOLS FOUNDATION
    431 W MAIN ST STE E
    OKC,OK73102     		NONE PC DONORS CHOOSE ARTS PROJECTS; GRANT: ADVOCACY 60,000
    OKLAHOMA CITY UNIVERSITY
    800 N HARVEY AVE
    OKC,OK73102     		NONE PC ANIMAL LAW PROGRAM, OCU SCHOOL OF LAW 40,000
    OKLAHOMA CONTEMPORARY ARTS CENTER INC
    PO BOX 3062
    OKC,OK73101     		NONE PC GENERAL SUPPORT 500
    OKLAHOMA CONTEMPORARY ARTS CENTER INC
    PO BOX 3062
    OKC,OK73101     		NONE PC A LIVESTREAM READING OF THE ODYSSEY 10,000
    OKLAHOMA LARGE ANIMAL FIRST RESPONDERS INC
    PO BOX 20061
    OKC,OK73156     		NONE PC SHELTER CARGO TRAILER & SUPPLIES 9,260
    OKLAHOMA MUSIC EDUCATORS ASSOCIATION
    636 S BACONE ST
    MUSKOGEE,OK74403     		NONE PC VIRTUAL ALL-STATE 5,000
    OKLAHOMA PHILHARMONIC SOCIETY INC
    424 COLCORD DR STE B
    OKC,OK73102     		NONE PC OKCPHILS 2020-2021 SEASON "RE-IMAGINED" 60,000
    OKLAHOMA PRIMATE SANCTUARY INC
    2205 SW 24TH ST
    NEWCASTLE,OK73065     		NONE PC HABITAT CONSTRUCTION, PHASE 1 25,000
    OKLAHOMA SCHOOL OF SCIENCE & MATHEMATICS
    1141 N LINCOLN BLVD
    OKC,OK73140     		NONE PC FINE ARTS PROGRAM 2020-2021 20,000
    OKLAHOMA STATE UNIVERSITY FOUNDATION
    400 S MONROE ST
    STILLWATER,OK74074     		NONE PC KOSU ELECTION 2020: LISTENING TO OKLAHOMA 40,000
    OKLAHOMA YOUTH ORCHESTRA
    2501 N BLACKWELDER AVE
    OKC,OK73106     		NONE PC 2020 PROGRAMS SUPPORT 30,000
    OKLAHOMA ZOOLOGICAL SOCIETY
    PO BOX 18424
    OKC,OK73154     		NONE PC OZS CRITICAL NEEDS CAMPAIGN 100,000
    OLDE CAPITOL HILL COUNCIL INC
    319 SW 25TH ST
    OKC,OK73109     		NONE PC MISS FIESTAS SCHOLARSHIP PAGEANT 1,000
    OPPORTUNITIES INDUSTRIALIZATION CENTER OF OKLAHOMA COUNTY INC
    3033 N WALNUT AVE BLDG EAST
    OKC,OK73105     		NONE PC EVENING ADULT INSTRUCTOR 10,000
    PEACEFUL ANIMAL ADOPTION SHELTER INC
    628 S WILSON ST
    VINITA,OK74301     		NONE PC 2020 SPAY/NEUTER PROGRAM 9,600
    PEACEFUL ANIMAL ADOPTION SHELTER INC
    628 S WILSON ST
    VINITA,OK74301     		NONE PC IN HONOR OF MARY LOGAN WOLF 500
    PETS AND PEOPLE HUMANE SOCIETY INC
    701 INLA AVE
    YUKON,OK73099     		NONE PC FINANCIAL AUDIT, RSM 7,175
    PHILABUNDANCE
    3616 S GALLOWAY ST
    PHILADELPHIA,PA19148     		NONE PC GENERAL SUPPORT 1,000
    PHILANTHROPY SOUTHWEST
    1910 PACIFIC AVE STE 13500
    DALLAS,TX75201     		NONE PC 72ND ANNUAL CONFERENCE: ROADSHOW EDITION 5,000
    PONCA CITY HUMANE SOCIETY
    900 W PROSPECT
    PONCA CITY,OK74601     		NONE PC FIX THE FERALS SPAY/NEUTER 5,000
    POSITIVE TOMORROWS
    PO BOX 61190
    OKC,OK73146     		NONE PC GENERAL SUPPORT 1,000
    PUTNAM CITY PUBLIC SCHOOLS FOUNDATION
    5401 NW 40TH ST
    OKC,OK73122     		NONE PC PUTNAM CITY S.O.S. PROGRAM 10,000
    RED DIRT RELIEF FUND
    1611 S UTICA AVE STE 219
    TULSA,OK74104     		NONE PC STRATEGIC PLANNING AND PROGRAM SUPPORT 25,000
    REDEEMING THE FAMILY INC
    1409 NW 150TH ST
    EDMOND,OK73013     		NONE PC OKLAHOMA MESSAGE PROJECT 10,000
    SHILOH SUMMER CAMP INC
    440 NE 70TH ST
    OKC,OK73105     		NONE PC SHILOH ART CAMP EXPERIENCE 15,000
    SIERRA CLUB FOUNDATION
    2101 WEBSTER ST STE 1250
    OAKLAND,CA94612     		NONE PC OKLAHOMA RENEWABLE ENERGY EDUCATION PROGRAM (OREEP) COVID-19 RESPONSE 9,600
    SMART START CENTRAL OKLAHOMA
    PO BOX 21505
    OKC,OK73156     		NONE PC TAKE-HOME STEAM KITS 25,000
    SOUTHERN NAZARENE UNIVERSITY
    6729 NW 39TH EXPRESSWAY
    BETHANY,OK73008     		NONE PC ILLUMINATING CREATIVITY - SHARING SNU'S MAKER SPACE WITH THE COMMUNITY 30,000
    SPRING CREEK COALITION
    2434 E 56TH PL
    TULSA,OK74105     		NONE PC WATER QUALITY MONITORING PROGRAM 9,950
    SR3 SEALIFE RESPONSE REHABILITATION AND RESEARCH
    2003 S 216TH ST 98811
    DES MOINES,WA98198     		NONE PC SOUTHERN RESIDENT KILLER WHALES MATCH 1 OF 2 10,000
    ST MARY'S EPISCOPAL SCHOOL
    505 E COVELL RD
    EDMOND,OK73034     		NONE PC OUTDOOR PERFORMANCE STATE 8,000
    ST FRANCIS ANIMAL RESOURCE CENTER INC
    PO BOX 1583
    NORMAN,OK73069     		NONE PC RENTAL/STORAGE UNIT 1,000
    TEEN RECOVERY SOLUTIONS INC
    730 W WILSHIRE BLVD STE 105
    OKC,OK73116     		NONE PC FIELD TRIPS TO EXHIBITIONS & GALLERIES;TECHNOLOGY & SUPPLIES FOR ARTS PROJECTS 5,250
    THE PERFORMING ARTS STUDIO INC
    200 S JONES AVE
    NORMAN,OK73069     		NONE PC DEPOT TV 5,000
    THE SHAKESPEARE CENTER OF LOS ANGELES INC
    1238 W 11ST ST
    LOS ANGELES,CA90026     		NONE PC GENERAL SUPPORT 1,000
    THOROUGHBRED ATHLETES INC
    2851 S MIDWEST BLVD
    GUTHRIE,OK73044     		NONE PC ASSISTANCE WITH RESCUED HORSES 1,500
    TIGERS IN AMERICA
    250 W 12TH ST
    NEW YORK,NY10014     		NONE PC GW ZOO SHUTDOWN AND RELOCATION 7,500
    TINY PAWS KITTEN RESCUE INC
    901 S LOWRY ST
    STILLWATER,OK74074     		NONE PC EMERGENCY ASSISTANCE - KITTENS DON'T KNOW CORONA 10,000
    TINY PAWS KITTEN RESCUE INC
    901 S LOWRY ST
    STILLWATER,OK74074     		NONE PC SAFE AND SOUND ADOPTION READINESS 10,000
    TRINITY SCHOOL
    3200 N WALKER
    OKC,OK73118     		NONE PC MULTISENSORY TECHNOLOGY PILOT PROJECT 9,000
    TULSA COMMUNITY FOUNDATION
    7030 S YALE STE 600
    TULSA,OK74136     		NONE PC 501TECH: ONGOING OPERATIONS AND EXPANSION IN OKLAHOMA CITY 20,000
    UNDERDOGS RESCUE INC
    PO BOX 816
    CHOCTAW,OK73030     		NONE PC IMPROVEMENTS TO VETERINARY TRAILER 7,500
    UNIVERSITY OF DENVER
    2199 S UNIVERSITY BLVD
    DENVER,CO80208     		NONE PC INSTITUTE FOR HUMAN-ANIMAL CONNECTION - HUMANE COMMUNITIES - ANIMAL CRUELTY 37,500
    UNIVERSITY OF OKLAHOMA FOUNDATION INC
    100 W TIMBERDELL RD RM 1
    NORMAN,OK73019     		NONE PC WHAT IS HOME?: A DIGITAL STORYTELLING PROJECT FOR OKLAHOMA HIGH SCHOOL STUDENTS 29,800
    URBAN LEAGUE OF GREATER OKLAHOMA CITY INC
    3900 N MARTIN L KING JR AVE
    OKC,OK73111     		NONE PC WILD ABOUT STREAM AFTERSCHOOL PROJECT 30,000
    WILDCARE FOUNDATION
    7601 84TH ST
    NOBLE,OK73068     		NONE PC STRENGTHENING THE FOUNDATION OF WILDCARE 50,000
    WOODY GUTHRIE CENTER INC
    102 E RECONCILIATION WAY
    TULSA,OK74103     		NONE PC GENERAL SUPPORT 1,000
    Total .................................bullet 3a 2,382,635
    bApproved for future payment
    Total .................................bullet 3b 0
    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
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 1,566,719  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     15 182,445  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,618,288  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 3,367,452 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,367,452
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 46,086 23,043   13,774

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN EXPRESS CO DTD (500,000 8/3/23 3.7%) 541,445 541,445
    APPLE INC DTD 02/09/2015 2.15% DUE 02/09/2022 510,365 510,365
    APPLE INC DTD 05/03/2013 2.40% DUE 05/03/2023 524,480 524,480
    BANK OF AMERICA CORP DTD (500000 7/24/23 4.1%) 547,210 547,210
    BANK ONE MICHIGAN DTD 11/03/1994 8.25% DUE 11/01/2024 253,686 253,686
    EXXON MOBIL CORPORATION DTD 03/06/15 2.397% DUE 03/06/2022 511,200 511,200
    GENERAL ELECTRIC CO. DTD 10/09/12 2.700% DUE 10/09/22 521,175 521,175
    MERCK & CO INC DTD 02/10/15 2.350% DUE 02/10/22 511,455 511,455
    MICROSOFT CORP DTD 02/12/15 2.375% DUE 02/12/22 511,165 511,165
    OKLAHOMA G&E CO. DTD 08/17/18 3.800% DUE 08/15/28 578,690 578,690
    PNC FINANCIAL SERVICES DTD ( 500000 1/9/22 2.85%) 523,300 523,300
    QUALCOMM INC DTD 05/20/15 3.450% DUE 05/20/25 278,365 278,365
    WELLS FARGO & COMPANY DTD 07/25/2016 2.10% DUE 07/26/2021 505,045 505,045

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 963,512 963,512
    ABBVIE INC. 959,207 959,207
    ACCENTURE PLC-CL A 1,175,445 1,175,445
    AECOM 219,032 219,032
    ALIGN TECHNOLOGY INC. 801,570 801,570
    ALPHABET INC-CL A 1,314,480 1,314,480
    ALPHABET INC-CL C 2,328,249 2,328,249
    AMAZON COMPANY, INC 325,693 325,693
    APPLE COMPUTER INC 4,617,612 4,617,612
    APTIV PLC 547,218 547,218
    AT&T INC 172,560 172,560
    CARMAX INC 1,086,290 1,086,290
    CHEVRON CORP 253,350 253,350
    CIGNA CORP 192,358 192,358
    CISCO SYSTEMS INC 895,000 895,000
    CLEARWAY ENERGY INC-C 191,580 191,580
    CME GROUP INC 1,183,325 1,183,325
    COMCAST CORP CLASS A 744,080 744,080
    CONOCOPHILLIPS 99,975 99,975
    DIAGEO SPONSORED ADR NEW 174,691 174,691
    DISNEY CO, WALT 1,512,853 1,512,853
    EMERSON ELECTRIC CO 787,626 787,626
    EXXON MOBIL CORP 226,710 226,710
    FACEBOOK INC-A 682,900 682,900
    FISERV 580,686 580,686
    GLAXOSMITHKLINE PLC 184,000 184,000
    HUMANA INC 389,757 389,757
    IHS MARKIT LTD 1,137,326 1,137,326
    ILLINOIS TOOLS WORKS INC 1,651,428 1,651,428
    INTEL CORP 1,270,410 1,270,410
    INTUIT 1,633,355 1,633,355
    INTUITIVE SURGICAL INC 2,556,563 2,556,563
    ISHARES MSCI EAFE ETF 1,061,568 1,061,568
    ISHARES MSCI EMERGING MARKETS ETF 1,095,404 1,095,404
    ISHARES MSCI MIN VOL EMERG MKTS ETF 195,456 195,456
    ISHARES RUSSELL 2000 ETF 3,391,838 3,391,838
    JOHNSON & JOHNSON 621,651 621,651
    JP MORGAN ALERIAN MLP INDEX 1,277,880 1,277,880
    JP MORGAN CHASE & CO 1,468,294 1,468,294
    KINDER MORGAN INC 237,544 237,544
    LOWES COS INC 642,040 642,040
    MEDTRONIC PLC 859,456 859,456
    MICROSOFT CORP 1,512,453 1,512,453
    MONDELEZ INTERNATIONAL INC-A 777,651 777,651
    MSCI INC 1,027,019 1,027,019
    NEXTERA ENERGY INC 1,543,000 1,543,000
    NVIDIA CORP 783,300 783,300
    PEPSICO INC 1,260,550 1,260,550
    PFIZER INC 268,713 268,713
    PROCTER & GAMBLE CO 1,321,830 1,321,830
    PROLOGIS INC 873,022 873,022
    QUALCOMM 2,863,992 2,863,992
    ROYAL CARIBBEAN CRUISES LTD 171,787 171,787
    SCHLUMBERGER LTD 58,941 58,941
    STERICYCLE INC 374,382 374,382
    TRIMBLE NAVIGATION LTD 714,439 714,439
    U.S. BANCORP NEW 340,107 340,107
    UNILEVER PLC 169,008 169,008
    UNITEDHEALTH GROUP INC 841,632 841,632
    VANGUARD INTL DIVIDEND APPREC ETF 162,780 162,780
    VANGUARD REAL ESTATE ETF 2,547,900 2,547,900
    VERIZON COMMUNICATIONS 544,084 544,084
    VIATRIS INC 16,960 16,960
    WELLS FARGO & CO 241,440 241,440
    WISDOMTREE EMERGING MKTS S/C DVD ETF 218,319 218,319
    XYLEM INC 712,530 712,530
    YUM BRANDS INC 271,400 271,400
    YUM CHINA HOLDINGS INC 285,450 285,450

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    US Government Securities - End of Year Book Value:

    506,670
    US Government Securities - End of Year Fair Market Value:

    506,670
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 LegalFeesSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,537 0   4,537


    TY 2020 OtherAssetsSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ART COLLECTION/OTHER 67,216 62,119 62,119
    OIL & GAS MINERAL PROPERTY 137 162 1,198,106


    TY 2020 OtherExpensesSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROGRAMS: ARTDESK & ANIMAL WELFARE 663,190 0   645,737
    COMPUTERS 31,247 15,623   16,325
    INSURANCE 19,604 12,939   6,665
    BOND AMORTIZATION FEES 11,902 11,902   0
    SUPPLIES 9,139 4,570   4,592
    DUES, SUBSCRIPTIONS, & FEES 6,262 3,131   3,131
    EQUIPMENT RENT 6,239 0   7,090
    ANNUAL REPORT 5,603 0   5,603
    MISCELLANEOUS 5,501 0   5,501
    WEBSITE 4,189 2,094   2,095
    MAINTENANCE 562 0   562
    EDUCATION 128 0   128


    TY 2020 OtherIncomeSchedule2
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL & GAS ROYALTY REVENUE 165,829 165,829 0
    OTHER INCOME 16,616 16,616 0


    TY 2020 OtherIncreasesSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Description Amount
    UNREALIZED GAIN/(LOSS) 7,333,742


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 125,197 125,197   0
    BANK FEES 36,350 36,350   0
    OIL & GAS MANAGEMENT FEES 11,200 11,200   0
    OTHER FEES 958 0   958


    TY 2020 TaxesSchedule
    Name:
    KIRKPATRICK FOUNDATION INC
    EIN:
    73-0701736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX 27,238 4,086   23,152
    FEDERAL EXCISE TAXES 27,000 0   0
    OIL & GAS PRODUCTION TAXES 24,518 24,518   0
    FOREIGN TAXES 9,214 9,214   0