Ma Everett Family Affiliated Fund of the Occf Inc

Public charity · Grantmaker Oklahoma City, OK EIN: 73-1520821

The organization supports the Oklahoma city community foundation through contributions to music, dance and arts programs in the local community.

Key facts about Ma Everett Family Affiliated Fund of the Occf Inc

In short: Ma Everett Family Affiliated Fund of the Occf Inc gave $2.9M across 2 grants in 2024 (avg $1.4M), mostly in Oklahoma. Source: 2024 IRS Form 990.

EIN
73-1520821
Latest 990 filing
Form 990, 2024
Annual giving (2024)
$2,898,798
Grants made (2024)
2
Average grant
$1,449,399
Median grant
$1,449,399
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

$2.9M

+3017.0% YoY

Grant Count

2

-66.7% YoY

Avg Grant Size

$1.4M

+9251.0% YoY

How Ma Everett Family Affiliated Fund of the Occf Inc gives

  • Giving grew 3130% from 2021 to 2024. Method

From the foundation's IRS Form 990 filings. Methodology.

About Ma Everett Family Affiliated Fund of the Occf Inc

Based on IRS filings

Ma Everett Family Affiliated Fund of the Occf Inc is a public charity, based in Oklahoma City, OK. IRS filing data is available from 2019 through 2024. In 2024, it awarded 2 grants totaling $2.9M. Net investment income was $77K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2024 grant dollars across all 2 itemized grants.

Cities

Oklahoma CityEdmondAlbuquerqueNobleNorman

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M7 grants2019 6 grants2020 6 grants2021 6 grants2022 6 grants2023 2 grants2024

From 2019 to 2024, annual grant giving ranged from $56K (2019) to $2.9M (2024). In 2024 it made 2 grants totaling $2.9M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Oklahoma City Community Foundation: $2.9MOklahoma City CommunityFoundation$2.9MUniversity of Oklahoma Health Sciences Center Department of Dermatology: $25KUniversity of Oklahoma HealthSciences Center Department of…$25K

The largest 2024 recipient was Oklahoma City Community Foundation ($2.9M). Together the top 2 received $2.9M.

Grant Size Distribution

26 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was under $50K: 25 grants of 26 (96%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Oklahoma City Community Foundation Oklahoma City, OKEstablish Everett Family Fund$2,873,798
University of Oklahoma Health Sciences Center Department of Dermatology Oklahoma City, OKGeneral Purposes$25,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$1M$2M$3M$4M2019 2020 2021 2022 2023 2024
Metric202420232022
Total Assets—$2,729,577$2,637,469
Revenue$77,139$50,912$55,819
Expenses$2,960,702$171,292$156,776
Net Investment Income$77,139$50,912$55,819

Data update history

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 7, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS May 11, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS May 12, 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

Leadership & Key People

Officers and directors from IRS filings

Ma Everett Family Affiliated Fund of the Occf Inc is led by Howard Dean Everett, President since 2023 (on filings since 2019); none of the 7 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Howard Dean Everett

    President

    Trustee → President, 2023

    On filings since 2019

    0.5 hrs/week

    No compensation reported

  • David Feroli

    Trustee

    New on the 2024 filing

    0.5 hrs/week

    No compensation reported

  • Jessica Schwager

    Trustee

    New on the 2024 filing

    0.3 hrs/week

    No compensation reported

  • Laura Moon

    Trustee

    New on the 2024 filing

    0.3 hrs/week

    No compensation reported

  • Cathy Lippard

    Treasurer

    Controller → Treasurer, 2023

    On filings since 2019

    0.3 hrs/week

    No compensation reported

  • Mark Alexander Everett

    Vice President

    Trustee → Vice President, 2023

    On filings since 2019

    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

Former officers (10)
  • Former: Mary Jane Rutherford (2019–2023) — Trustee
  • Former: Nancy Yoch (2019–2023) — Trustee
  • Former: Sally Hasenfrantz (2019–2023) — Trustee
  • Former: Nancy B. Anthony (2019–2022) — Secretary & Treasurer
  • 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: Rhonda Godwin (2019–2021) — Vice President Administration
  • Former: Kelley Barnes (2019) — Director & Community Engagement

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 Ma Everett Family Affiliated Fund of the Occf Inc

How much does Ma Everett Family Affiliated Fund of the Occf Inc give each year?

Ma Everett Family Affiliated Fund of the Occf Inc gave $2.9M across 2 grants in 2024, according to its 2024 IRS Form 990. In 2023 it gave $93K across 6 grants.

Where does Ma Everett Family Affiliated Fund of the Occf Inc operate?

Ma Everett Family Affiliated Fund of the Occf Inc has awarded grants in New Mexico, Oklahoma.

What is Ma Everett Family Affiliated Fund of the Occf Inc's EIN?

Ma Everett Family Affiliated Fund of the Occf Inc's EIN (Employer Identification Number) is 73-1520821. IRS Form 990 filing data is available on this page for 2019–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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