Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$90,190,935J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,080,896 2,080,896  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,829,159
b Gross sales price for all assets on line 6a 8,279,265
7 Capital gain net income (from Part IV, line 2)... 2,829,159
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
List of Attached Documents:
// Content
552,179 552,179  
12 Total. Add lines 1 through 11........ 5,462,234 5,462,234  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 282,689 42,403   240,286
14 Other employee salaries and wages...... 357,835 25,227   123,113
15 Pension plans, employee benefits....... 385,136 45,012   339,651
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
11,117 0   500
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
56,100 28,050   22,091
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
244,133 241,489   219
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
126,975 42,675   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 5,699 2,850   2,850
21 Travel, conferences, and meetings....... 129,766 64,883   3,523
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
887,712 95,374   1,151,610
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,487,162 587,963   1,883,843
25 Contributions, gifts, grants paid....... 2,367,019 2,367,019
26 Total expenses and disbursements. Add lines 24 and 25 4,854,181 587,963   4,250,862
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 608,053
b Net investment income (if negative, enter -0-) 4,874,271
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 180,875 301,050 301,050
2 Savings and temporary cash investments......... 8,584,948 7,690,496 7,690,496
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   255,159   0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,716,319 Click to see attachment
List of Attached Documents:
// Content
247,058 		247,058
b Investments—corporate stock (attach schedule)....... 57,196,044 Click to see attachment
List of Attached Documents:
// Content
67,452,255 		67,452,255
c Investments—corporate bonds (attach schedule)....... 8,326,210 Click to see attachment
List of Attached Documents:
// Content
10,572,888 		10,572,888
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow123,085
Less: accumulated depreciation (attach schedule) right arrow123,085      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
261,121 		Click to see attachment
List of Attached Documents:
// Content
254,531 		Click to see attachment
List of Attached Documents:
// Content
3,927,188
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 76,520,676 86,518,278 90,190,935
Liabilities 17 Accounts payable and accrued expenses.......... 204,555 257,620
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 204,555 257,620
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 76,316,121 86,260,658
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 76,316,121 86,260,658
30 Total liabilities and net assets/fund balances (see instructions). 76,520,676 86,518,278
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
76,316,121
2
Enter amount from Part I, line 27a .....................
2
608,053
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
9,361,484
4
Add lines 1, 2, and 3 ..........................
4
86,285,658
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
25,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
86,260,658
Form 990-PF (2023)
Form 990-PF (2023)
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 P    
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 8,279,265   5,450,106 2,829,159
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       2,829,159
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 2,829,159
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
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 right arrow 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) 1 67,752
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 67,752
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 67,752
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 67,433
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 87,433
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 362
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 19,319
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow19,319 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOK
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.KIRKPATRICKFOUNDATION.COM
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (405) 608-0934

Located atright arrow1001 WEST WILSHIRE BLVD 4TH FLOOROKLAHOMA CITYOK ZIP+4right arrow73116
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
REBECCA MCCUBBIN VICE PRESIDENT
1.00 		0 0 0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY,OK73116
LOUISA MCCUNE EXECUTIVE DIRECTOR
40.00 		269,228 13,461 0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY,OK73116
MAX WEITZENHOFFER 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
JOY REED BELT SECRETARY
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
ROBERT CLEMENTS TREASURER
1.00 		0 0 0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY,OK73116
GLENNA TANENBAUM TRUSTEE
1.00 		0 0 0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY,OK73116
DAVID F GRIFFIN TRUSTEE
1.00 		0 0 0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY,OK73116
HENRY J HOOD TRUSTEE
1.00 		0 0 0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY,OK73116
AIMEE HARLOW 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
LESA STAUBUS SENIOR PROGRAM OFFIC
40.00 		150,610 7,531 0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY,OK73116
SUSAN GROSSMAN SENIOR PROGRAM OFFIC
40.00 		123,473 6,174 0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY,OK73116
KELLY BURLEY PROGRAM OFFICER
40.00 		107,004 5,350 0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY,OK73116
JENNIFER KRUPOFF EXECUTIVE ASSISTANT
40.00 		81,314 2,468 0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY,OK73116
ALANA RUIZ DE LA PENA MANAGING EDITOR, ART
40.00 		70,527 3,526 0
1001 W WILSHIRE BLVD 4TH FLOOR
OKLAHOMA CITY,OK73116
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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 116,099
620 NEWPORT CENTER DRIVE SUITE 500
NEWPORT BEACH,CA92660
WALKER CREATIVE INC EVENT PLANNING 57,265
1707 BROADWAY AVE
OKLAHOMA CITY,OK73103
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 82,000 COPIES OF EVERY ISSUE. WITH EACH ISSUE, 40,000 COPIES ARE INSERTED INTO A WEEKLY 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 ALL 50 STATES AND 6 FOREIGN COUNTRIES. PUBLISHED BY THE KIRKPATRICK FOUNDATION, ARTDESK WILL CONTINUE ITS MISSION TO EDUCATE THE REGION ON THE CONTEMPORARY ARTS. 648,972
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, RESEARCH, AND PUBLISH 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). 281,483
3 KIRKPATRICK FOUNDATION HAS OTHER SMALLER PHILANTHROPIC PROGRAMS THAT ARE EITHER SHORT-LIVED OR NOT YET FULLY DEVELOPED, AND A STUDENT JOURNALISM PROGRAM IN THE EARLY STAGES. 0
4 RED RIDGE NATURE PRESERVE IS LAND PARCEL OF 133 ACRES. ITS MISSION WILL BE TO BE PRESERVE AND PROTECT THE LAND'S DELICATE ECOSYSTEM AND HISTORIC STRUCTURES. PRELIMINARY PLANS INVOLVE A RENOVATION OF RED RIDGE MANOR AND THE OTHER TWO HOUSES, WINDY HILL AND PREACHER'S WALL. ULTIMATELY, THE LAND WILL SERVE AS A PLACE OF REST, REJUVENATION, AND CONTEMPLATION FOR THE BENEFIT OF OKLAHOMA CITY RESIDENTS, VISITORS, AND WILDLIFE. 39,987
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
75,085,847
b
Average of monthly cash balances.......................
1b
6,361,873
c
Fair market value of all other assets (see instructions)................
1c
2,829,757
d
Total (add lines 1a, b, and c).........................
1d
84,277,477
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
84,277,477
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,264,162
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
83,013,315
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,150,666
Part X
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 IX, line 6..................
1
4,150,666
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
67,752
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
67,752
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,082,914
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,082,914
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 XII, line 1 ...
7
4,082,914
Part XI
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
4,250,862
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
4,250,862
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,082,914
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 694,404
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,250,862
a Applied to 2022, but not more than line 2a 694,404
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 2023 distributable amount..... 3,556,458
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 0
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		526,456
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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 2023-2024 NORMAN PHILHARMONIC SEASON 5,000

ALTUS ANIMAL WELFARE ASSOCIATION

2204 ENTERPRISE DR
ALTUS,OK73521 		NONE PC ALTUS ANIMAL WELFARE ASSOCIATION WITH PETS FOR LIFE 8,000

AMERICAN FRIENDS OF MAGEN DAVID ADOM

3175 COMMERCIAL AVE SUITE 101
NORTHBROOK,IL60062 		NONE PC RELIEF FOR ISRAEL AND GAZA 16,000

ANIMAL GRANTMAKERS INC

1706 LOWER ELWHA RD
PORT ANGELES,WA98363 		NONE PC ALL TOGETHER NOW 7,500

ANIMAL LEGAL DEFENSE FUND

525 E COTATI AVE
COTATI,CA94931 		NONE PC HOLDING FACTORY FARMS TO ACCOUNT IN OKLAHOMA 100,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON ROAD
KANAB,UT84741 		NONE PC GENERAL SUPPORT 150,000

BEYOND THE SPECTRUM OK INC

64 E 33RD ST
EDMOND,OK73013 		NONE PC THERAPY CLASSES FOR CHILDREN WITH DISABILITIES AND THEIR FAMILIES 5,000

BLAZE'S TRIBUTE EQUINE RESCUE INC

21701 E BRITTON RD
HARRAH,OK73045 		NONE PC TRUCK AND TRAILER 98,000

CENTRAL OKLAHOMA DANCE COMPANY

2161 HOUSTON ST
NORMAN,OK73071 		NONE PC BALLET FESTIVAL 2023 4,000

CHISHOLM TRAIL HERITAGE CENTER ASSOCIATION

2150 CHISHOLM TRAIL PKWY
DUNCAN,OK73533 		NONE PC DIVERSITY ON THE TRAIL 9,000

CLASS MATTERS INC

2625 NW 114TH ST
OKLAHOMA CITY,OK73120 		NONE PC STEAM SUPPLIES 10,000

CRIMINAL JUSTICE AND MERCY MINISTRIES OF OKLAHOMA INC

PO BOX 1149
OKLAHOMA CITY,OK73101 		NONE PC NEW DAY CAMP 10,000

CRISTO REY OKLAHOMA CITY CATHOLIC HIGH SCHOOL INC

4200 LOENHARDT DRIVE
OKLAHOMA CITY,OK73115 		NONE PC TRANSPORTING STUDENTS TO COLLEGE AND BEYOND 60,000

DOCTORS WITHOUT BORDERS USA

40 RECTOR ST 16TH FLOOR
NEW YORK,NY10006 		NONE PC RELIEF FOR ISRAEL AND GAZA 17,000

DOMESTIC VIOLENCE INTERVENTION SERVICES

3124 E APACHE ST
TULSA,OK74110 		NONE PC EMERGENCY SHELTER KENNEL SUPPORT 5,000

DOVE SCHOOLS INC

9212 N KELLEY AVENUE SUITE 100
OKLAHOMA CITY,OK73131 		NONE PC DOVE SCHOOLS STRATEGIC PLAN 40,000

EDMOND HISTORICAL SOCIETY

431 S BLVD
EDMOND,OK73034 		NONE PC RESCUE OF 320 ARTIFACTS FROM AN 86-YEAR OLD GARAGE 8,300

EDUCATIONAL THEATRE ASSOCIATION - VENDOR

601 W 31ST ST
SAND SPRINGS,OK74063 		NONE PC OKLAHOMA THESPIAN FESTIVAL 2024 3,000

EL SISTEMA OKLAHOMA

3220 QUAIL SPRINGS PKWY
OKLAHOMA CITY,OK73134 		NONE PC CELEBRATING 10 YEARS OF EMPOWERING YOUTH 39,700

EPISCOPAL DIOCESE OF OKLAHOMA

924 N ROBINSON
OKLAHOMA CITY,OK73102 		NONE PC CONSERVATION AND EXPANSION OF ST. JOHN'S PARK 100,000

FOUNDATION FOR ART AND PRESERVATION IN EMBASSIES

1725 I STREET NW SUITE 300
WASHINGTON,DC20006 		NONE PC COLLECTION CATALOG 75,000

FREE TO LIVE INC

PO BOX 5884
EDMOND,OK73083 		NONE PC FOOD INVENTORY REPLENSIHMENT 10,000

FRIENDS OF THE OKLAHOMA CENTER FOR THE BOOK

PO BOX 722778
NORMAN,OK73072 		NONE PC MY FAVORITE BOOK STATEWIDE WRITING CONTEST 5,500

FRIENDS OF THE SHELTER FOUNDATION

1904 CLAY ST
NEWCASTLE,OK73065 		NONE PC SPAY-IT-FORWARD PROGRAM 8,000

GIRLS WHO CODE

1250 BROADWAY 17TH FLOOR
NEW YORK,NY10010 		NONE PC EXPANDING REACH OF GIRLS WHO CODE CLUBS ACROSS OKLAHOMA 5,000

HARDING INDEPENDENCE CHARTER DISTRICT INC

1301 NE 101ST STREET
OKLAHOMA CITY,OK73131 		NONE PC PLAY IT AGAIN, BUT NEW-BAND AND ORCHESTRA INSTRUMENTS 45,987

HEARTPRINTS ANIMAL RESCUE INCORPORATED

PO BOX 854
NOBLE,OK73068 		NONE PC NEUTER COMMUTER 3,000

JAZZ IN JUNE INC

PO BOX 2405
NORMAN,OK73070 		NONE PC JAZZ IN JUNE 2024 7,500

LANGSTON UNIVERSITY FOUNDATION

PO BOX 1500
LANGSTON,OK73050 		NONE PC FORWARD TOGETHER 50,000

LIBRARY ENDOWMENT TRUST OF THE METROPOLITAN LIBRARY SYSTEM OF OK COUNTY

300 PARK AVENUE
OKLAHOMA CITY,OK73102 		NONE PC OKLAHOMA CONTEMPORARY ART REFERENCE LIBRARY 8,185

MERCY FOR ANIMALS

8033 SUNSET BLVD SUITE 864
LOS ANGELES,CA90046 		NONE PC ANIMAL WELLBEING AND THE OKLAHOMA/GREAT PLAINS PERSPECTIVE: RESEARCH IN SUPPORT OF STRATEGY 25,000

METRO TECHNOLOGY CENTERS FOUNDATION INC

1700 SPRINGLAKE DR
OKLAHOMA CITY,OK73111 		NONE PC NEW MULTIMEDIA JOURNALISM PROGRAM 150,000

METROPOLITAN SCHOOL OF DANCE INC

PO BOX 14744
OKLAHOMA CITY,OK73113 		NONE PC RHYTHM ON THE MOVE-OKC TAP FEST 9,900

MIDWEST CENTER FOR INVESTIGATIVE REPORTING INC

701 DEVONSHIRE DR STE C33
CHAMPAIGN,IL61820 		NONE PC REPORTING ON AGRIBUSINESS AND ANIMAL INDUSTRY IN OK 65,000

MUSIC WILL

PO BOX 43369
MONTCLAIR,NJ07043 		NONE PC OKCPS MODERN BAND PROGRAM EXPANSION 15,000

MUTT MISFITS SOCIETY

617 NW 54TH ST
OKLAHOMA CITY,OK73118 		NONE PC SAVING THE UNSAVABLE 51,000

NAMRON PLAYERS THEATRE INC

PO BOX 2356
NORMAN,OK73070 		NONE PC OKLAHOMA STORYWORKS/NAMRON PLAYERS THEATRE 2023-2024 SEASON 2,500

NATIONAL INVENTORS HALL OF FAME INC

3701 HIGHLAND PARK NW
NORTH CANTON,OH44720 		NONE PC STEM SUMMER CAMP FOR K-6 OKC CHILDREN 6,500

NATIVE AMERICAN JOURNALISTS ASSOCIATION

395 W LINDSAY
NORMAN,AL73019 		NONE PC NATIVE AMERICAN JOURNALISM FELLOWSHIP AT THE OKLAHOMAN 100,000

NEWVIEW OKLAHOMA

501 NORTH DOUGLAS AVENUE
OKLAHOMA CITY,OK73106 		NONE PC ENRICHMENT LAB 32,700

NORTHERN OKLAHOMA HUMANE SOCIETY

900 WEST PROSPECT
PONCA CITY,OK74601 		NONE PC HEALTHY FOR HOMES 10,000

OKLAHOMA ALLIANCE FOR ANIMALS INC

5321 S SHERIDAN RD SUITE 30
TULSA,OK74145 		NONE PC RESEARCH THROUGH POLLING ON ANIMAL FIGHTING IN OK 10,000

OKLAHOMA ALLIANCE FOR ARTS EDUCATION

P O BOX 1275
JENKS,OK74037 		NONE PC GROWING AND CONNECTING THROUGH PROFESSIONAL LEARNING 3,000

OKLAHOMA ARTS EDUCATION ASSOCIATION

801 FOX BEND TRAIL
EDMOND,OK73034 		NONE PC OAEA GOVERNING BOARD LEADERSHIP RETREAT 1,900

OKLAHOMA ARTS INSTITUTE INC

111 NW 9TH ST
OKLAHOMA CITY,OK73102 		NONE PC EDUCATION PROGRAMS 44,000

OKLAHOMA CITY COMMUNITY COLLEGE FOUNDATION

7777 SOUTH MAY AVENUE
OKLAHOMA CITY,OK73159 		NONE PC DIGITAL CINEMA PRODUCTION WORKFORCE DEVELOPMENT COURSES 50,000

OKLAHOMA CITY NATIONAL MEMORIAL FOUNDATION

PO BOX 323
OKLAHOMA CITY,OK73101 		NONE PC BETTER CONVERSATIONS 85,000

OKLAHOMA CLEAN LAKES ASSOCIATION

PO BOX 60753
OKLAHOMA CITY,OK73146 		NONE PC RETURN FROM COVID 2023 WATER QUALITY PROTECTION CONFERENCE 3,500

OKLAHOMA ENGINEERING FOUNDATION INC

220 NE 28TH ST STE 125
OKLAHOMA CITY,OK73105 		NONE PC CAPACITY BUILDING 20,000

OKLAHOMA HALL OF FAME INC

1400 CLASSEN DR
OKLAHOMA CITY,OK73106 		NONE PC FREE FAMILY FUN 15,000

OKLAHOMA HUMANE SOCIETY

PO BOX 18471
OKLAHOMA CITY,OK73118 		NONE PC YOUTH ANIMAL EDUCATION 10,000

OKLAHOMA MODERN MUSIC COLLECTIVE

2041 NW 21ST ST
OKLAHOMA CITY,OK73106 		NONE PC OKLAHOMA COMPOSER'S ORCHESTRA: REBOOTED! 2,700

OKLAHOMA MUSIC EDUCATORS ASSOCIATION

PO BOX 886
MUSKOGEE,OK74402 		NONE PC ALL STATE MUSIC FESTIVAL 10,000

OKLAHOMA SCHOOL OF SCIENCE & MATHEMATICS

1141 N LINCOLN BLVD
OKLAHOMA,OK73140 		NONE PC FINE ARTS PROGRAM SCHOOL YEAR 2023-2024 20,000

OKLAHOMA STATE UNIVERSITY FOUNDATION

400 S MONROE ST
STILLWATER,OK74074 		NONE PC REMOTE HARMFUL ALGAL BLOOM MONITORING 40,000

PALESTINE CHILDREN'S RELIEF FUND

PO BOX 1926
KENT,OH44240 		NONE PC RELIEF FOR GAZA 17,000

PIEDMONT PUBLIC SCHOOLS EDUCATION FOUNDATION

PO BOX 654
PIEDMONT,OK73078 		NONE PC PIEDMONT PUBLIC SCHOOLS TEACHER GRANT PROGRAM 10,000

PIONEER LIBRARY SYSTEM FOUNDATION

300 NORMAN CENTER COURT
NORMAN,OK73072 		NONE PC NORMAN EAST NIGHT SKY AND NATURE OBSERVATION LOUNGE 20,000

POLLARD THEATRE COMPANY

PO BOX 38
GUTHRIE,OK73044 		NONE PC 2023-2024 SEASON SUPPORT 25,000

RACE DANCE COLLECTIVE

11 N LEE
OKLAHOMA CITY,OK73102 		NONE PC RACE'S HIP HOP NUTCRACKER 20,000

RAISING A READER

489 VALLEY WAY
MILPITAS,OK95035 		NONE PC RAISING A READER IN OKLAHOMA 7,500

ROSE ROCK SCHOOL FOUNDATION

1515 W MAIN STREET
NORMAN,OK73069 		NONE PC GREENHOUSE ECO-CLASSROOM 5,000

SOUTHERN NAZARENE UNIVERSITY

6729 NW 39TH EXPRESSWAY
BETHANY,OK73008 		NONE PC DESIGNING FOR THE PROFESSIONAL WORKFORCE 35,000

SOUTHWESTERN OKLAHOMA STATE UNIVERSITY FOUNDATION INC

100 W CAMPUS DR
WEATHERFORD,OK73096 		NONE PC 7TH ANNUAL SWOSU FLUTE DAY 1,000

SPRING CREEK COALITION

2434 E 56TH PL
TULSA,OK74105 		NONE PC WATER MONITORING, EDUCATION AND OPERATING EXPENSES 7,147

SUSTAINABLE JOURNALISM FOUNDATION DBA NONDOC MEDIA

3800 N CLASSEN BLVD SUITE C-80
OKLAHOMA CITY,OK73118 		NONE PC EDMOND COMMUNITY REPORTING PROJECT 35,000

TEEN RECOVERY SOLUTIONS INC

730 W WILSHIRE BLVD STE 105
OKLAHOMA CITY,OK73116 		NONE PC ART PROGRAMMING TO HELP TEENS MAINTAIN SOBRIETY 15,000

THE ACCOUNTABILITY BOARD

401 EDGEWATER PLACE
WAKEFIELD,MA01880 		NONE PC SHAREHOLDER CAMPAIGNING ON GESTATION CRATES 10,000

THE BELLA FOUNDATION INC

PO BOX 20035
OKLAHOMA CITY,OK73156 		NONE PC AT-RISK PET OWNER VETERINARY ASSISTANCE FUND 25,000

THE OSCAR JACOBSON FOUNDATION

609 CHAUTAUQUA AVE
NORMAN,OK73069 		NONE PC WEDNESDAY NIGHT SINGING 3,000

THOROUGHBRED ATHLETES INC

2851 S MIDWEST BLVD
GUTHRIE,OK73044 		NONE PC ONBOARDING OF RESCUED HORSES-2023 9,000

TINY PAWS KITTEN RESCUE INC

901 S LOWRY ST
STILLWATER,OK74074 		NONE PC SPAY THEM ALL 10,000

TULSA COMMUNITY FOUNDATION

7030 SOUTH YALE SUITE 600
TULSA,OK74136 		NONE PC PAWS IN NEED TULSA: HEALTHY ANIMALS, HEALTHY TULSA 1,000

UNIVERSITY OF ARKANSAS FOUNDATION INC

535 W RESEARCH CENTER BLVD STE 120
FAYETTEVILLE,AR72701 		NONE PC ANCIENT CROSS TIMBERS PROJECT 10,000

UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION

100 N UNIVERSITY DRCAMPUS BOX 133
EDMOND,OK73034 		NONE PC DIRECT ANALYSIS REAL-TIME MASS SPECTROMETER 150,000

URBAN LEAGUE OF GREATER OKLAHOMA CITY INC

3900 N MARTIN L KING JR AVE
OKLAHOMA CITY,OK73111 		NONE PC CAPACITY BUILDING OPPORTUNITY 30,000

URBAN LEAGUE OF GREATER OKLAHOMA CITY INC

3900 N MARTIN L KING JR AVE
OKLAHOMA CITY,OK73111 		NONE PC YOUNG ADULT RE-ENTRY PROGRAM 220,000

WESTERN GATEWAY ELEMENTARY SCHOOL INC

1300 SW 15TH ST
OKLAHOMA CITY,OK73108 		NONE PC TECHNOLOGY FOR SCHOOL EXPANSION 5,000
Total .................................right arrow 3a 2,367,019
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 2,080,896  
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 .....     15 552,179  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 2,829,159  
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 5,462,234 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,462,234
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
KIRKPATRICK FOUNDATION INC
EIN:
73-0701736
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 56,100 28,050   22,091

TY 2023 InvestmentsCorpBondsSchedule
Name:
KIRKPATRICK FOUNDATION INC
EIN:
73-0701736
Name of Bond End of Year Book Value End of Year Fair Market Value
3M COMPANY DTD 02/22/19 3.375% DUE 03/01/29 467,790 467,790
3M COMPANY DTD 10/02/17 2.875% DUE 10/15/27 399,946 399,946
BANK ONE MICHIGAN DTD 11/03/1994 8.25% 11/01/2024 204,058 204,058
BERKSHIRE HATHAWAY INC DTD 3/15/16 3.125% DUE 03/15/26 486,185 486,185
CATERPILLAR FINL SERVICE STS 01/06/23 4.800% DUE 01/26/26 251,428 251,428
CHARLES SCHWAB CORP DTD 03/18/21 2.000% DUE 03/20/28 222,398 222,398
CONOCO INC DTD 04/20/1999 6.95% 04/15/2029 556,995 556,995
EXXON MOBIL CORPORATION DTD 03/06/15 2.397% DUE 03/06/2022 488,250 488,250
GENERAL DYNAMICS CORP DTD 06/06/98 7.250% DUE 04/01/27 243,553 243,553
GEORGIA-PACIFIC LLC DTD 06/02/98 7.250% DUE 06/01/28 543,810 543,810
IBM CORP DTD 01/09/98 6.500% DUE 01/15/28 267,830 267,830
IBM CORP DTD 05/15/19 3.500% DUE 05/15/29 476,720 476,720
INTEL CORP DTD 03/25/20 3.900% DUE 03/25/30 484,470 484,470
INTEL CORP DTD 08/05/22 4.000% DUE 08/05/29 246,030 246,030
INTL BUSINESS MACHINES CORP DTD 10/30/1995 7% 10/30/25 260,255 260,255
JOHN DEER CAPITAL CORP DTD 03/03/26 5.050% DUE 03/03/26 253,723 253,723
JP MORGAN CHASE & CO DTD 06/07/16 3.200% DUE 06/15/26 241,223 241,223
JPMORGAN CHASE & CO DTD 04/26/22 4.323% DUE 04/26/28 492,570 492,570
KEY BANK NA DTD 11/15/22 5.850% DUE 11/15/25 249,818 249,818
MORGAN STANLEY DTD 01/27/16 3.875% DUE 01/27/26 244,853 244,853
MORGAN STANLEY DTD 07/23/15 4.000% DUE 07/23/25 246,385 246,385
OKLAHOMA G&E CO STS 06/07/19 3.300 DUE 03/15/30 456,665 456,665
OKLAHOMA G&E CO. DTD 08/17/18 3.800% DUE 08/15/28 483,140 483,140
PACIFICORP DTD 03/01/19 3.500% DUE 06/15/29 234,608 234,608
PHARMACIA LLC DTD 12/19/97 6.750% DUE 12/15/27 270,223 270,223
PHILLIPS 66 DTD 03/01/18 3.900% DUE 3/15/28 243,035 243,035
PPG INDUSTRIES INC DTD 03/04/21 1.200% DUE 03/15/26 231,080 231,080
QUALCOMM INC DTD 05/20/15 3.450% DUE 05/20/25 245,453 245,453
STATE STREET CORP DTD (500,000 06/15/26 7.35%) 526,685 526,685
THE WALT DISNEY COMPANY DTD 11/22/19 7.300% DUE 04/30/28 553,709 553,709

TY 2023 InvestmentsCorpStockSchedule
Name:
KIRKPATRICK FOUNDATION INC
EIN:
73-0701736
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 968,616 968,616
ABBVIE INC. 1,387,291 1,387,291
ACCENTURE PLC-CL A 1,579,095 1,579,095
AECOM 406,692 406,692
ALIGN TECHNOLOGY INC. 411,000 411,000
ALPHABET INC-CL C 3,745,919 3,745,919
AMAZON COMPANY, INC 303,880 303,880
AMSL HOLDING NV-NY REG SHS 378,102 378,102
APPLE COMPUTER INC 3,330,769 3,330,769
APTIV PLC 376,824 376,824
AT&T INC 100,680 100,680
CARMAX INC 882,510 882,510
CHEVRON CORP 447,480 447,480
CIGNA CORP 276,692 276,692
CISCO SYSTEMS INC 697,176 697,176
CLEARWAY ENERGY INC-C 164,580 164,580
COMCAST CORP CLASS A 534,970 534,970
CONOCOPHILLIPS 290,175 290,175
DIAGEO SPONSORED ADR NEW 160,226 160,226
DISNEY CO, WALT 753,922 753,922
EMERSON ELECTRIC CO 953,834 953,834
EXXON MOBIL CORP 549,890 549,890
FISERV 677,484 677,484
GLAXOSMITHKLINE PLC 148,240 148,240
HUMANA INC 434,920 434,920
ILLINOIS TOOLS WORKS INC 2,121,714 2,121,714
INTUIT 2,687,629 2,687,629
INTUITIVE SURGICAL INC 3,162,750 3,162,750
ISHARES MSCI EAFE ETF 1,096,343 1,096,343
ISHARES MSCI EMERGING MARKETS ETF 852,452 852,452
ISHARES MSCI MIN VOL EMERG MKTS ETF 177,888 177,888
ISHARES RUSSELL 2000 ETF 3,472,283 3,472,283
JOHNSON & JOHNSON 619,123 619,123
JP MORGAN ALERIAN MLP INDEX 2,333,120 2,333,120
JP MORGAN CHASE & CO 1,965,506 1,965,506
KINDER MORGAN INC 306,530 306,530
LOWES COS INC 890,200 890,200
MEDTRONIC PLC 604,422 604,422
META PLATFORMS INC-CLASS A 884,900 884,900
MICROSOFT CORP 2,557,072 2,557,072
MONDELEZ INTERNATIONAL INC-A 963,319 963,319
MSCI INC 1,300,995 1,300,995
NEXTERA ENERGY INC 1,214,800 1,214,800
NVIDIA CORP 2,971,320 2,971,320
PAYPAL HOLDINGS INC-WI 429,870 429,870
PEPSICO INC 1,443,640 1,443,640
PFIZER INC 210,167 210,167
PROCTER & GAMBLE CO 1,392,130 1,392,130
PROLOGIS INC 1,167,708 1,167,708
QUALCOMM 2,719,044 2,719,044
ROYAL CARIBBEAN CRUISES LTD 297,827 297,827
S&P GLOBAL INC 1,582,788 1,582,788
SCHLUMBERGER LTD 140,508 140,508
TRIMBLE NAVIGATION LTD 569,240 569,240
U.S. BANCORP NEW 315,944 315,944
UNILEVER PLC 135,744 135,744
UNITEDHEALTH GROUP INC 1,263,528 1,263,528
VANGUARD INTL DIVIDEND APPREC ETF 158,680 158,680
VANGUARD REAL ESTATE ETF 2,650,800 2,650,800
VERIZON COMMUNICATIONS 349,140 349,140
VISA INC CLASS A SHARES 520,700 520,700
WELLS FARGO & CO 393,760 393,760
WISDOMTREE EMERGING MKTS S/C DVD ETF 228,384 228,384
XYLEM INC 800,520 800,520
YUM BRANDS INC 326,650 326,650
YUM CHINA HOLDINGS INC 212,150 212,150

TY 2023 InvestmentsGovtObligationsSch
Name:
KIRKPATRICK FOUNDATION INC
EIN:
73-0701736
US Government Securities - End of Year Book Value:

247,058
US Government Securities - End of Year Fair Market Value:

247,058
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 LegalFeesSchedule
Name:
KIRKPATRICK FOUNDATION INC
EIN:
73-0701736
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 11,117 0   500


TY 2023 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 62,119 64,721 3,737,378
OIL & GAS MINERAL PROPERTY 162 162 162
ACCRUED INTEREST AND DIVIDENDS 198,840 189,648 189,648


TY 2023 OtherDecreasesSchedule
Name:
KIRKPATRICK FOUNDATION INC
EIN:
73-0701736
Description Amount
GRANT REISSUED 25,000


TY 2023 OtherExpensesSchedule
Name:
KIRKPATRICK FOUNDATION INC
EIN:
73-0701736
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANNUAL REPORT FEES 2,150 0   2,150
BOND AMORTIZATION FEES 57,019 57,019   0
COMPUTERS 26,042 13,021   10,789
DIRECT COSTS 459,386 0   1,114,270
DUES, SUBSCRIPTIONS, & FEES 9,533 4,767   3,488
EDUCATION 2,445 0   2,445
EQUIPMENT RENT 8,309 0   7,520
INSURANCE 12,459 8,223   4,236
MISCELLANEOUS 285,681 0   0
SUPPLIES 11,986 5,993   5,175
WEBSITE 12,702 6,351   1,537


TY 2023 OtherIncomeSchedule2
Name:
KIRKPATRICK FOUNDATION INC
EIN:
73-0701736
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OIL & GAS ROYALTY REVENUE 532,173 532,173 532,173
OTHER ROYALTY INCOME 20,006 20,006 20,006


TY 2023 OtherIncreasesSchedule
Name:
KIRKPATRICK FOUNDATION INC
EIN:
73-0701736
Description Amount
UNREALIZED GAIN/(LOSS) 9,361,484


TY 2023 OtherProfessionalFeesSchedule
Name:
KIRKPATRICK FOUNDATION INC
EIN:
73-0701736
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 163,202 163,202   0
BANK FEES 40,537 40,537   0
OIL & GAS MANAGEMENT FEES 35,106 35,106   0
OTHER FEES 5,288 2,644   219


TY 2023 TaxesSchedule
Name:
KIRKPATRICK FOUNDATION INC
EIN:
73-0701736
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAXES 84,300 0   0
OIL & GAS PRODUCTION TAXES 32,184 32,184   0
FOREIGN TAXES 10,491 10,491   0