Oklahoma City Retailers Foundation Affiliated Fund of the OCCF
Support the Oklahoma City Community Foundation by providing grants to OKC area charities.
Oklahoma City Retailers Foundation Affiliated Fund of the OCCF at a glance
In short: Oklahoma City Retailers Foundation Affiliated Fund of the OCCF gave $1.0M across 7 grants in 2021 (avg $147K), mostly in Oklahoma. Source: 2021 IRS Form 990.
- Annual giving (2021)
- $1,027,319
- +1346.9% vs 2020
- Grants made (2021)
- 7
- +75.0% vs 2020
- Average grant
- $146,760
- +726.8% vs 2020
- Median grant
- $10,000
- Primary geography
- Oklahoma (100% of itemized 2021 grant dollars)
- Latest 990 filing
- Form 990, 2021 View filing
Data from IRS Form 990, 2021; updated September 2026.
Who Oklahoma City Retailers Foundation Affiliated Fund of the OCCF funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2021
The largest 2021 recipient was Oklahoma City Community Foundation ($961K). Together the top 7 received $1.0M.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 10 grants of 11 (91%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2021 grant dollars across all 7 itemized grants.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2021, annual grant giving ranged from $71K (2020) to $1.0M (2021). In 2021 it made 7 grants totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oklahoma City Community Foundation Oklahoma City, OK | General Purposes | $961,319 |
| Oklahoma United Methodist Oklahoma City, OK | General Purposes | $21,000 |
| Village Christian Church Oklahoma City, OK | General Purposes | $15,000 |
| Mid-Del Schools Midwest City, OK | General Purposes | $10,000 |
| The Children's Center Inc Bethany, OK | General Purposes | $8,000 |
| Del City High School Del City, OK | General Purposes | $6,000 |
| Oklahoma State University Stillwater, OK | General Purposes | $6,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2021 | — | $676,634 | $1,054,667 | $1,027,319 | 7 | $676,634 |
| 2020 | $847,520 | $5,541 | $102,118 | $71,000 | 4 | $5,541 |
About Oklahoma City Retailers Foundation Affiliated Fund of the OCCF
Based on IRS filings
Oklahoma City Retailers Foundation Affiliated Fund of the OCCF is a public charity, based in Oklahoma City, OK. IRS filing data is available from 2020 through 2021. In 2021, it awarded 7 grants totaling $1.0M. Net investment income was $677K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
Oklahoma City Retailers Foundation Affiliated Fund of the OCCF's 2021 filing lists 12 officers; none of the 12 officers listed in 2021 report compensation.
Officers on the 2021 filing
Brian J Dougherty
Director of Mab Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Carol Hopper
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Dennis O'Keefe
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Elizabeth Eickman
Director of Kirkpatrick Fam Fnd
On filings since 2020
No compensation reported
Helen Stone
Director Strategic Operations
On filings since 2020
0.3 hrs/week
No compensation reported
Jim Daniel
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Joel Schwartz
Director of It
On filings since 2020
0.3 hrs/week
No compensation reported
Vic Petito
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Cathy Lippard
Controller
On filings since 2020
0.3 hrs/week
No compensation reported
Joe Carter
Vice President Development
On filings since 2020
0.3 hrs/week
No compensation reported
Nancy B Anthony
Secretary & Treasuer
On filings since 2020
0.3 hrs/week
No compensation reported
Rhonda Godwin
Vice President Administration
On filings since 2020
0.3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2021. "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 Oklahoma City Retailers Foundation Affiliated Fund of the OCCF
How much does Oklahoma City Retailers Foundation Affiliated Fund of the OCCF give each year?
Oklahoma City Retailers Foundation Affiliated Fund of the OCCF gave $1.0M across 7 grants in 2021, according to its 2021 IRS Form 990. In 2020 it gave $71K across 4 grants.
What is Oklahoma City Retailers Foundation Affiliated Fund of the OCCF's typical grant size?
Oklahoma City Retailers Foundation Affiliated Fund of the OCCF's median grant in 2021 was $10,000, and its average grant was $146,760, across 7 grants on its 2021 IRS Form 990.
Where does Oklahoma City Retailers Foundation Affiliated Fund of the OCCF give grants?
Oklahoma City Retailers Foundation Affiliated Fund of the OCCF gives mostly in Oklahoma: 100% of the grant dollars itemized on its 2021 IRS Form 990 went to recipients there. The most frequent recipient cities were Oklahoma City, OK (3 grants).
Does Oklahoma City Retailers Foundation Affiliated Fund of the OCCF give general operating support?
Yes: 100% of Oklahoma City Retailers Foundation Affiliated Fund of the OCCF's 2021 grants with a stated purpose (7 of 7) were for general or operating support, per its 2021 IRS Form 990.
Who are Oklahoma City Retailers Foundation Affiliated Fund of the OCCF's largest grantees?
Oklahoma City Retailers Foundation Affiliated Fund of the OCCF's largest 2021 grantees include Oklahoma City Community Foundation ($961,319), Oklahoma United Methodist ($21,000) and Village Christian Church ($15,000), according to its 2021 IRS Form 990. Together they received 97% of its itemized 2021 grant dollars.
What is Oklahoma City Retailers Foundation Affiliated Fund of the OCCF's EIN?
Oklahoma City Retailers Foundation Affiliated Fund of the OCCF's EIN (Employer Identification Number) is 73-1550200. IRS Form 990 filing data is available on this page for 2020–2021.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- 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 September 13, 2022)
- IRS filings on file for fiscal years 2020–2021
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Carmichael Foundation
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The Carmichael Foundation supports charitable organizations addressing food insecurity, emergency needs, homelessness, foster care, animal welfare, and emergency medical services. Its 2024 grants ranged from $2,000 to $10,000, with a median of $5,000; about 70% of funding went to Oklahoma, with some grants elsewhere. It gives only to preselected organizations and does not accept unsolicited requests.
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