Heritage Hall Affiliated Fund of Occf Inc

Public charity · Grantmaker Oklahoma City, OK EIN: 73-1506204

Support the Oklahoma city community foundation and heritage hall school.

Heritage Hall Affiliated Fund of Occf Inc at a glance

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.

Annual giving (2024)
$3,693,846
+2855.4% vs 2023
Grants made (2024)
1
+0.0% vs 2023
Average grant
$3,693,846
+2855.4% vs 2023
Median grant
$3,693,846
Primary geography
Oklahoma (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026.

Who Heritage Hall Affiliated Fund of Occf Inc funds

How this funder distributes its grants

Top Recipients

Top recipient in 2024

Oklahoma City Community Foundation Inc: $3.7MOklahoma City CommunityFoundation Inc$3.7M

The largest 2024 recipient was Oklahoma City Community Foundation Inc ($3.7M).

Grant Size Distribution

5 grants across all recorded years

1<$50K2$50–100K1$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was in the $50–100K range: 2 grants of 5 (40%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2024 grant dollars on its one itemized grant.

States

Cities

Oklahoma CityOklahoma

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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024

From 2019 to 2024, annual grant giving ranged from $45K (2022) to $3.7M (2024). In 2024 it made 1 grant totaling $3.7M.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Oklahoma City Community Foundation Inc Oklahoma City, OKHeritage Hall Fund$3,693,846
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024—$162,560$3,706,136$3,693,8461$162,360
2023$3,297,880$64,070$137,518$124,9861$61,202
2022$3,096,598$1,066,298$58,337$45,0001$63,277
2021$2,593,088$56,404$64,728$54,0001$54,404
2020$2,089,010$11,848$63,834$54,0001$11,848
2019$2,095,629$55,384$59,146$49,0001$55,384

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.

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.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS March 25, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS April 6, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS May 10, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS May 9, 2023)
  5. Updated Form 990 for fiscal year 2023 (received by the IRS April 12, 2024)
  6. Updated Form 990 for fiscal year 2024 (received by the IRS May 9, 2025)
  7. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Heritage Hall Affiliated Fund of Occf Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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