E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc
E Phil & Roberta Kirschner Affiliated is a public charity based in Oklahoma City, Oklahoma. Formed in 2013, it supports the Oklahoma City Community Foundation, Inc. through grants to charitable, religious, literacy, and educational organizations, with the stated aim of fostering education and youth development.
Key facts about E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc
In short: E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc gave $727K across 40 grants in 2025 (avg $18K), mostly in Oklahoma. 57% of 2025 grantees were new. Source: 2025 IRS Form 990.
- EIN
- 36-4763764
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $726,913
- Grants made (2025)
- 40
- Average grant
- $18,173
- Median grant
- $15,000
- New grantees (estimate)
- 57% first-time grantees (23 of 40, 2025)
- Total assets
- $28,186,690
- Primary geography
- Oklahoma (84% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$28.2M
+6.0% YoY
Annual Giving
$727K
+108.6% YoY
Grant Count
40
+100.0% YoY
Avg Grant Size
$18K
+4.3% YoY
Is E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc open to new grantees?
57%
first-time grantees, 2025
In 2025, 23 of 40 grantees (57%) were first-time recipients. First grants averaged $16K; repeat grants $21K. How we count
Medians: $15K first-time, $20K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The organization’s stated mission is to support the Oklahoma City Community Foundation, Inc. Its filing describes grants to nonprofit organizations as supporting charitable, religious, literacy, and educational organizations and fostering education and youth development.
The 2025 grants included organizations whose own missions address higher education, community and workforce development, behavioral health, services and employment for people with disabilities, and education. For example, the University of Oklahoma Foundation says it facilitates philanthropic gifts to support the University of Oklahoma; MetaFund says it promotes community, economic, and workforce development; and Green Country Behavioral Health Services says it helps people gain skills and resources for healthy, self-sufficient lives. A New Leaf describes providing life skills, job training, and residential services to people with developmental disabilities, while Dale Rogers Training Center describes creating employment and community pathways for people with disabilities. These are the grantees’ stated missions, not the funder’s.
Grantmaking
In filing year 2025, the organization reported 40 grants totaling $726,913. Grant amounts ranged from $5,400 to $60,000, with a median of $15,000. The largest listed grants included $60,000 to Jewish Children’s Regional Service; $40,000 to the University of Oklahoma Foundation; $35,000 to Northeastern State University Foundation; $34,014 to MetaFund; and $30,000 each to Muskogee Organization Narcotic & Alcohol Referral Counseling Help (MONARCH) and Sherwin Miller Museum of Jewish Art.
The organization’s filing says grants are distributed after board approval. Its stated due diligence procedures include checking that grants do not benefit donors or other disqualified persons or result in private inurement; collecting documentation of 501(c)(3) public charity status, board membership, financial information, and program information; and verifying public charity status.
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Geographic Focus
Where this funder awards grants
The organization is based in Oklahoma City. In 2025, 84% of grant dollars went to recipients in Oklahoma, 8% to Louisiana, 3% to New York, 3% to Tennessee, and 2% to Massachusetts.
Grant Distribution by State
Share of 2025 grant dollars across all 40 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $174K (2021) to $727K (2025). In 2025 it made 40 grants totaling $727K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Jewish Children's Regional Service ($60K). Together the top 10 received $320K.
Grant Size Distribution
110 grants across all recorded years
The most common grant size was under $50K: 104 grants of 110 (95%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish Children's Regional Service Metairie, LA | General Purposes | $60,000 |
| University of Oklahoma Foundation Inc Norman, OK | General Purposes | $40,000 |
| Northeastern State University Foundation Inc Tahlequah, OK | General Purposes | $35,000 |
| Metafund Edmond, OK | General Purposes | $34,014 |
| Muskogee Organization Narcotic & Alcohol Referral Couseling Help (Monarch) Muskogee, OK | General Purposes | $30,000 |
| Sherwin Miller Museum of Jewish Art Inc Tulsa, OK | General Purposes | $30,000 |
| Green Country Behavioral Health Services Inc Muskogee, OK | General Purposes | $25,000 |
| Oklahoma State University Foundation Stillwater, OK | General Purposes | $25,000 |
| Temple B'nai Israel OKC - Erna Crouch Preschool Oklahoma City, OK | General Purposes | $20,609 |
| A New Leaf Inc Owasso, OK | General Purposes | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $28,186,690 | $8,857,032 | $1,201,276 | $726,913 |
| 2024 | $26,585,184 | $1,527,654 | $1,034,995 | $348,500 |
| 2023 | $24,226,329 | $1,171,615 | $728,867 | $551,500 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $28,186,690 | $26,585,184 | $24,226,329 |
| Revenue | $8,857,032 | $1,527,654 | $1,171,615 |
| Expenses | $1,201,276 | $1,034,995 | $728,867 |
| Net Investment Income | $8,430,177 | $1,064,286 | $381,713 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS March 25, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS April 6, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 9, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
Officers and trustees listed on the 2025 filing are Nancy B. Anthony, trustee; Harry Merson, president; Kelley Barnes, trustee; Trisha Finnegan, vice president; Kari Blakley, trustee; James Freedman, trustee; Helen Stone, secretary; and Gregg Koehn, treasurer.
E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc is led by Harry Merson, President since 2022 (on filings since 2019); none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Harry Merson
President
Trustee → President, 2022
On filings since 2019
0.5 hrs/week
No compensation reported
Kelley Barnes
Trustee
Director & Community Engagement → Vice President, 2023
Vice President → Trustee, 2025
On filings since 2019
0.3 hrs/week
No compensation reported
Nancy B. Anthony
Trustee
Secretary & Treasuer → Secretary & Treasurer, 2022
Secretary & Treasurer → Trustee, 2023
On filings since 2019
0.5 hrs/week
No compensation reported
James Freedman
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
Kari Blakley
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
Helen Stone
Secretary
Director Strategic Operations → Secretary, 2023
On filings since 2020
0.3 hrs/week
No compensation reported
Gregg Koehn
Treasurer
New on the 2025 filing
0.3 hrs/week
No compensation reported
Trisha Finnegan
Vice President
New on the 2025 filing
0.3 hrs/week
No compensation reported
Former officers (10)
- Former: Cathy Lippard (2019–2024) — Treasurer
- Former: Robert Freedman (2019–2024) — Trustee
- Former: Pauli Loeffler (2021–2023) — Trustee
- Former: Polly Loeffler (2019–2022) — Trustee
- Former: Brian J Dougherty (2019–2021) — Director of Mab Trustee
- Former: Elizabeth Eickman (2019–2021) — Director of Kirkpatrick Fam Fnd
- Former: Joe Carter (2019–2021) — Vice President Development
- Former: Joel Schwartz (2019–2021) — Director of It
- Former: Miriam Freedman (2019–2021) — Trustee
- Former: Rhonda Godwin (2019–2021) — Vice President Administration
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 1000 N Broadway Ave, Oklahoma City, OK 73102
Phone: (405) 235-5603
Frequently asked questions about E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc
How much does E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc give each year?
E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc gave $727K across 40 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $349K across 20 grants.
What is E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc's typical grant size?
E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc's median grant in 2025 was $15,000, and its average grant was $18,173, across 40 grants on its 2025 IRS Form 990. Organizations receiving their first grant from E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc that year got $16K on average.
Where does E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc give grants?
E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc gives mostly in Oklahoma: 84% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was Louisiana (8%). The most frequent recipient cities were Muskogee, OK (11 grants), Oklahoma City, OK (8 grants), Tulsa, OK (6 grants) and New York, NY (3 grants).
Does E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc give general operating support?
Yes: 100% of E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc's 2025 grants with a stated purpose (40 of 40) were for general or operating support, per its 2025 IRS Form 990.
Who are E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc's largest grantees?
E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc's largest 2025 grantees include Jewish Children's Regional Service ($60,000), University of Oklahoma Foundation Inc ($40,000) and Northeastern State University Foundation Inc ($35,000), according to its 2025 IRS Form 990. Together they received 19% of its itemized 2025 grant dollars.
How large is E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc?
E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc reported $28.2M in total assets on its 2025 IRS Form 990. Its revenue that year was $8.9M.
What does E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc fund?
The organization’s stated mission is to support the Oklahoma City Community Foundation, Inc. Its filing describes grants to nonprofit organizations as supporting charitable, religious, literacy, and educational organizations and fostering education and youth development. See mission & focus areas ↑
How do I apply for a grant from E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc?
E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc's EIN?
E Phil & Roberta Kirschner Affiliated Fund of the Occf Inc's EIN (Employer Identification Number) is 36-4763764. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
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