Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc
The Raymond H Jr & Bonnie B Hefner Family is a public charity based in Oklahoma City, Oklahoma, formed in 1998. It supports the Oklahoma City Community Foundation through charitable contributions to nonprofit organizations.
Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc at a glance
In short: Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc gave $91K across 11 grants in 2025 (avg $8K), mostly in Oklahoma. 18% of 2025 grantees were new. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $91,000
- +28.2% vs 2024
- Grants made (2025)
- 11
- +22.2% vs 2024
- Average grant
- $8,273
- +4.9% vs 2024
- Median grant
- $7,500
- Total assets
- $2,253,304
- +4.2% vs 2024
- New grantees (estimate)
- 18% first-time grantees (2 of 11, 2025; small sample)
- Primary geography
- Oklahoma (78% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc
- Contact
Mailing address: 1000 N Broadway Ave, Oklahoma City, OK 73102
Phone: (405) 235-5603
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Convoy of Hope ($10K). Together the top 10 received $85K.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 44 grants of 44 (100%).
Geographic Focus
Where this funder awards grants
In filing year 2025, 78% of grant dollars went to recipients in Oklahoma, 11% to Missouri, and 11% to North Carolina.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
Cities
Is Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc open to new grantees?
18%
first-time grantees, 2025
In 2025, 2 of 11 grantees (18%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $10K; repeat grants $8K. How we count
Medians: $10K first-time, $8K repeat.
Estimate from itemized grant lists in IRS Form 990 filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $57K (2020) to $91K (2025). In 2025 it made 11 grants totaling $91K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Convoy of Hope Springfield, MO | General Purposes | $10,000 |
| Integris Hospice Oklahoma City, OK | General Purposes | $10,000 |
| Samaritans Purse Boone, NC | General Purposes | $10,000 |
| YWCA of Oklahoma City Oklahoma City, OK | General Purposes | $10,000 |
| Citizens Caring for Children Oklahoma City, OK | General Purposes | $7,500 |
| Homeless Alliance Inc Oklahoma City, OK | General Purposes | $7,500 |
| Oklahoma City Community Foundation Oklahoma City, OK | General Purposes | $7,500 |
| Pivot Inc Oklahoma City, OK | General Purposes | $7,500 |
| Positive Tomorrows Oklahoma City, OK | General Purposes | $7,500 |
| The Education and Employment Ministry (Teem) Oklahoma City, OK | General Purposes | $7,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $2,253,304 | $739,453 | $161,949 | $91,000 | 11 | $739,453 |
| 2024 | $2,161,515 | $97,833 | $125,607 | $71,000 | 9 | $97,833 |
| 2023 | $2,019,187 | $37,204 | $124,804 | $91,000 | 10 | $37,204 |
| 2022 | $1,940,863 | $39,660 | $111,312 | $56,500 | 7 | $39,660 |
| 2021 | $2,320,742 | $49,176 | $114,171 | $56,500 | 7 | $49,176 |
| 2020 | $1,924,174 | $11,194 | $110,604 | $56,500 | 7 | $11,194 |
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The organization’s stated mission is to support the Oklahoma City Community Foundation through charitable contributions to nonprofit entities. Its 2024 filing describes a grant process for nonprofit organizations and says it collects information on their charitable status, leadership, finances, and programs.
The 2025 grantees illustrate a range of work. INTEGRIS Hospice describes its mission as enhancing the quality and dignity of life for terminally ill people and their families. Citizens Caring for Children says it addresses the material, emotional, intellectual, and spiritual needs of Oklahoma foster children. Positive Tomorrows describes itself as a school and social service agency for families experiencing homelessness, while Pivot says it provides services including counseling, homeless youth services, and educational and vocational support. The Regional Food Bank of Oklahoma says its mission is to provide nutritious food and pathways to self-sufficiency for people facing hunger.
Grantmaking
In filing year 2025, the funder reported 11 grants totaling $91,000. Grants ranged from $6,000 to $10,000, with a median of $7,500. All listed grants were for “general purposes.”
Among the 2025 grants were $10,000 each to Convoy of Hope, INTEGRIS Hospice, Samaritan’s Purse, and YWCA of Oklahoma City. Other grants included $7,500 each to Citizens Caring for Children, Homeless Alliance, Oklahoma City Community Foundation, Pivot, Positive Tomorrows, and The Education and Employment Ministry (TEEM), and $6,000 to the Regional Food Bank of Oklahoma.
The 2024 filing says grants are approved by the board of trustees. Its stated due diligence includes collecting documentation of an organization’s 501(c)(3) public charity status, board listing, financial information, and program information; checking its status in IRS Publication 78; and confirming grants are not for individuals, individual reimbursement, or non-charitable purposes. The filing also says grants must not benefit a donor or other disqualified person or result in private inurement.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Brenda Hefner Baldwin as president; Vici Hefner Heitzke as vice president; Richard B. Hefner, Carla Pickrell, James R. Tolbert III, and Jennifer Stewart as trustees; Helen Stone as secretary; and Gregg Koehn as treasurer. Cathy Lippard is listed as treasurer through October 8, 2024.
The 2024 filing identifies Richard B. Hefner, Brenda Hefner Baldwin, and Vici Hefner Heitzke as family members serving as trustees.
Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc is led by Brenda Hefner Baldwin, President since 2025 (on filings since 2020); none of the 9 officers listed in 2025 report compensation.
Officers on the 2025 filing
Brenda Hefner Baldwin
President
Trustee → Vice President, 2024
Vice President → President, 2025
On filings since 2020
0.5 hrs/week
No compensation reported
Carla Pickrell
Trustee
On filings since 2020
0.5 hrs/week
No compensation reported
Richard B. Hefner
Trustee
Vice President → President, 2024
President → Trustee, 2025
On filings since 2020
0.5 hrs/week
No compensation reported
James R. Tolbert III
Trustee
On filings since 2021
0.5 hrs/week
No compensation reported
Jennifer Stewart
Trustee
On filings since 2024
0.3 hrs/week
No compensation reported
Cathy Lippard
Treasurer
Controller → Treasurer, 2023
On filings since 2020
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
Vici Hefner Heitzke
Vice President
President → Trustee, 2024
Trustee → Vice President, 2025
On filings since 2020
0.5 hrs/week
No compensation reported
Gregg Koehn
Treasurer
New on the 2025 filing
0.3 hrs/week
No compensation reported
Former officers (8)
- Former: Bonnie B. Hefner (2020–2023) — Trustee
- Former: Nancy B. Anthony (2020–2022) — Secretary & Treasurer
- Former: Brian J Dougherty (2020–2021) — Director of Mab Trustee
- Former: Elizabeth Eickman (2020–2021) — Director of Kirkpatrick Fam Fnd
- Former: Joe Carter (2020–2021) — Vice President Development
- Former: Joel Schwartz (2020–2021) — Director of It
- Former: Rhonda Godwin (2020–2021) — Vice President Administration
- Former: James R Tolbert KKK (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc
How much does Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc give each year?
Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc gave $91K across 11 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $71K across 9 grants.
What is Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc's typical grant size?
Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc's median grant in 2025 was $7,500, and its average grant was $8,273, across 11 grants on its 2025 IRS Form 990. Organizations receiving their first grant from Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc that year got $10K on average.
Where does Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc give grants?
Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc gives mostly in Oklahoma: 78% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest states were Missouri (11%) and North Carolina (11%). The most frequent recipient cities were Oklahoma City, OK (9 grants).
Does Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc give general operating support?
Yes: 100% of Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 IRS Form 990.
Who are Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc's largest grantees?
Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc's largest 2025 grantees include Convoy of Hope ($10,000), Integris Hospice ($10,000) and Samaritans Purse ($10,000), according to its 2025 IRS Form 990. Together they received 33% of its itemized 2025 grant dollars.
How large is Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc?
Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc reported $2.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $739K.
What does Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc fund?
The organization’s stated mission is to support the Oklahoma City Community Foundation through charitable contributions to nonprofit entities. See mission & focus areas ↑
How do I apply for a grant from Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc?
Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc's EIN?
Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc's EIN (Employer Identification Number) is 73-1549818. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(7)
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 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 12, 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 2020–2024
Explore Open Grants
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Cite this profile
Grantable. (2026). Raymond H Jr & Bonnie B Hefner Family Affiliated Fund of Occf Inc funder profile. GrantGraph. Retrieved October 6, 2026, from https://grantable.co/funders/raymond-h-jr-and-bonnie-b-hefner-family-affiliated-fund-of-occf-inc-morg_65a8d3bc052f4910964be708c9f2b4b8
BibTeX
@misc{grantable_731549818_2026,
author = {{Grantable}},
title = {{Raymond H Jr \& Bonnie B Hefner Family Affiliated Fund of Occf Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/raymond-h-jr-and-bonnie-b-hefner-family-affiliated-fund-of-occf-inc-morg_65a8d3bc052f4910964be708c9f2b4b8},
note = {Accessed 2026-10-06. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Raymond H Jr & Bonnie B Hefner Family 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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