Heritage Hall Affiliated Fund of Occf Inc
Support the Oklahoma city community foundation and heritage hall school.
Key facts about Heritage Hall Affiliated Fund of Occf Inc
In short: Heritage Hall Affiliated Fund of Occf Inc gave $3.7M across 1 grant in 2024 (avg $3.7M), mostly in Oklahoma. Source: 2024 IRS Form 990.
- EIN
- 73-1506204
- Latest 990 filing
- Form 990, 2024
- Annual giving (2024)
- $3,693,846
- Grants made (2024)
- 1
- Average grant
- $3,693,846
- Median grant
- $3,693,846
- Primary geography
- Oklahoma (100% of itemized 2024 grant dollars)
Data from IRS Form 990, 2024; updated September 2026.
Financial Overview
From 2024 IRS Form 990 · View filing
Total Assets
—
Annual Giving
$3.7M
+2855.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$3.7M
+2855.4% YoY
How Heritage Hall Affiliated Fund of Occf Inc gives
- Giving grew 6740% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
About Heritage Hall Affiliated Fund of Occf Inc
Based on IRS filings
Heritage Hall Affiliated Fund of Occf Inc is a public charity, based in Oklahoma City, OK. IRS filing data is available from 2019 through 2024. In 2024, it awarded 1 grant totaling $3.7M. Net investment income was $162K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $45K (2022) to $3.7M (2024). In 2024 it made 1 grant totaling $3.7M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Oklahoma City Community Foundation Inc ($3.7M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $50–100K range: 2 grants of 5 (40%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oklahoma City Community Foundation Inc Oklahoma City, OK | Heritage Hall Fund | $3,693,846 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $3,297,880 | $3,096,598 |
| Revenue | $162,560 | $64,070 | $1,066,298 |
| Expenses | $3,706,136 | $137,518 | $58,337 |
| Net Investment Income | $162,360 | $61,202 | $63,277 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added 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 10, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS April 12, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 9, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Heritage Hall Affiliated Fund of Occf Inc is led by Cathy Thompkins, President on every filing since 2023; none of the 7 officers listed in 2024 report compensation.
Officers on the 2024 filing
Cathy Thompkins
President
On filings since 2023
0.5 hrs/week
No compensation reported
Joe Carter
Trustee
Vice President Development → Trustee, 2023
On filings since 2019
0.3 hrs/week
No compensation reported
Mike Collison
Trustee
On filings since 2019
0.5 hrs/week
No compensation reported
Talita Denegri
Trustee
New on the 2024 filing
0.5 hrs/week
No compensation reported
Cathy Lippard
Treasurer
Controller → Treasurer, 2023
On filings since 2019
0.3 hrs/week
No compensation reported
Helen Stone
Secretary
Director Strategic Operations → Secretary, 2023
On filings since 2020
0.3 hrs/week
No compensation reported
Jeff Ritenour
Vice President
Trustee → Vice Presidnt, 2021
Vice Presidnt → Vice President, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
Former officers (11)
- Former: John Frank (2019–2023) — Trustee
- Former: Nancy B. Anthony (2019–2022) — Secretary & Treasurer
- Former: Hilary Allen (2021–2022) — President
- Former: Brian J Dougherty (2019–2021) — Director of Mab Trustee
- Former: Elizabeth Eickman (2019–2021) — Director of Kirkpatrick Fam Fnd
- Former: Joel Schwartz (2019–2021) — Director of It
- Former: Rhonda Godwin (2019–2021) — Vice President Administration
- Former: David Donchin (2020) — Trustee
- Former: Janet McLain (2019) — Trustee
- Former: Kelley Barnes (2019) — Director & Community Engagement
- Former: Sean Trauschke (2019) — Trustee
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Heritage Hall Affiliated Fund of Occf Inc
How much does Heritage Hall Affiliated Fund of Occf Inc give each year?
Heritage Hall Affiliated Fund of Occf Inc gave $3.7M across 1 grant in 2024, according to its 2024 IRS Form 990. In 2023 it gave $125K across 1 grant.
Where does Heritage Hall Affiliated Fund of Occf Inc operate?
Heritage Hall Affiliated Fund of Occf Inc has awarded grants in Oklahoma.
What is Heritage Hall Affiliated Fund of Occf Inc's EIN?
Heritage Hall Affiliated Fund of Occf Inc's EIN (Employer Identification Number) is 73-1506204. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Heritage Hall Affiliated Fund of Occf Inc by hand.
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