AUMdb

E Phil & Roberta Kirschner Affilated Fund Of The Oklahoma Cit

EIN 364763764 · 501(c)(3) · Public charity · Oklahoma City, OK · recognized 2014

Assets
$26.6M
Revenue
$1.5M
Expenses
$1.0M
Investment income
$1.1M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Nancy B Anthony Trustee $228,144 $0
Helen Stone Secretary $196,112 $29,293
Cathy Lippard Treasurer $170,286 $26,642
Kelley Barnes Vice president $169,096 $26,523
Harry Merson President $0 $0
Robert Freedman Trustee (through december 2023) $0 $0