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    3. Ma Everett Family Affiliated Fund of the Occf

    Ma Everett Family Affiliated Fund of the Occf

    Activo
    OKLAHOMA CITY, OK4052355603EIN: 73-15208213 declaraciones registradas

    About Ma Everett Family Affiliated Fund of the Occf

    The Ma Everett Family Affiliated Fund directs most of its assets into a local donor-advised/endowment vehicle while also making modest, targeted grants to regional educational, cultural, animal-welfare, and health causes. Its giving favors Oklahoma-based institutions—especially higher-education foundations and community programs—along with repeat support for arts organizations and an animal welfare charity. The fund often establishes or channels funding through the Oklahoma City Community Foundation to support family-directed philanthropic priorities and local scholarship efforts.

    Focus Areas

    Establishing and funding a named Everett Family fund at the Oklahoma City Community FoundationSupport for Oklahoma higher-education institutions and campus programs (University of Oklahoma, University of Central Oklahoma)Local classical music and performing arts (Chamber Music in Oklahoma)Regional animal welfare and wildlife rehabilitation (WildCare Foundation)Health/medical department support within universities (OU Health Sciences Center dermatology)

    Who They Fund

    educational institutionsarts and museum organizations (e.g., Fred Jones Jr. Museum of Art)

    About Ma Everett Family Affiliated Fund of the Occf

    A single $2,873,798 grant to the Oklahoma City Community Foundation defines the scale of MA Everett Family Affiliated Fund of the Occf Inc’s recent giving. That transfer was earmarked to establish the Everett Family Fund, showing how the fund uses a donor-advised or affiliated structure to move substantial assets into a named local philanthropic vehicle. Around that anchor, the foundation has made smaller, targeted gifts across Oklahoma and beyond, with support for education, health, the arts, youth scholarship work, and animal welfare. The grant list shows a pattern of institution-focused support rather than individual giving. University-connected recipients appear repeatedly, including the University of Oklahoma Foundation Inc, the University of Central Oklahoma Foundation, and university health sciences departments. The fund also backs community organizations such as Chamber Music in Oklahoma and WildCare Foundation, along with scholarship-oriented support through the Oklahoma City Community Foundation. Its recent gifts are largely concentrated in Oklahoma, with one out-of-state higher-education grant to the University of New Mexico Foundation.

    What Ma Everett Family Affiliated Fund of the Occf Funds

    Education is a core area of the foundation’s giving. It gave $28,000 to University of Oklahoma Foundation Inc in 2024, split between educational institutions and related activities and the Fred Jones Jr. Museum of Art, and another $18,000 to the University of Central Oklahoma Foundation for educational institutions and related activities. Health-related support appears through university medical programming. In 2025, the fund awarded $25,000 to the University of Oklahoma Health Sciences Center Department of Dermatology for general purposes, following a $25,000 grant in 2023 to the same department for health, general & rehabilitative work. The arts and animal welfare also receive targeted support. Chamber Music in Oklahoma received $11,500 in 2024 and $10,500 in 2023 for arts, culture and humanities. Wildcare Foundation received $20,000 in 2024 and $10,000 in 2023 for animal-related activities.

    How Ma Everett Family Affiliated Fund of the Occf Gives

    Typical grants are in the mid-five-figure range, with a p25 of $10,000, a median of $14,250, and a p75 of $23,750. The pattern includes both a very large capital-style transfer and a set of smaller program or operating gifts. Recurrence is visible in several relationships: the University of Oklahoma Health Sciences Center Department of Dermatology, Chamber Music in Oklahoma, Wildcare Foundation, the University of Oklahoma Foundation Inc, and Oklahoma City Community Foundation all appear in more than one year. The fund is affiliated with OCCF and channels support through named funds there, including the Everett Family Fund and the Oklahoma Youth With Promise Scholarship Fund.

    Financial Snapshot

    Annual Giving

    $3.1M

    Total Assets

    $0

    Total Revenue

    $77K

    Total Expenses

    $3M

    Typical Grant Size

    Most grants fall between $10K and $24K, with a median of $14K.

    25th Percentile

    $10K

    Median

    $14K

    75th Percentile

    $24K

    Geographic Reach

    Local2 states funded

    About 86% of grants go to recipients in OK.

    Intensidad de financiamiento
    Baja
    Alta
    Sede

    Leadership

    GREGG KOEHN

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    Política de privacidadTérminos de servicioEstado del sistema
    youth in Oklahoma (Oklahoma Youth With Promise Fund)
    animal welfare organizations / animals
    health and rehabilitation service providers

    Giving Approach

    Highly concentrated: one very large transfer to the local community foundation to establish an endowed family fund, supplemented by smaller, recurring grants to regional universities, arts groups, an animal-welfare nonprofit, and targeted health department support. Mix of repeat grantees and relatively modest discretionary gifts.

    Funding Style

    institutional/institutional supportgeneral operating supportrestricted fund support (designated funds)programmatic grants to cultural and educational entities

    Notable grantees: Oklahoma City Community Foundation, University of Oklahoma Foundation / OU Health Sciences Center (Dermatology), WildCare Foundation, Chamber Music in Oklahoma, University of Central Oklahoma Foundation

    Topics

    museum and arts supporteducational institutions and K-12 or higher-education programmingyouth development (Oklahoma-focused)health — general & rehabilitative servicesanimal welfare / animal-related activities

    Where Ma Everett Family Affiliated Fund of the Occf Makes Grants

    Giving is heavily centered in Oklahoma, which accounts for 86% of grants by recipient state. Oklahoma City appears often, including the Oklahoma City Community Foundation, Chamber Music in Oklahoma, and the University of Oklahoma Health Sciences Center Department of Dermatology. Other Oklahoma recipient cities include Norman, Edmond, and Noble. Outside the state, the only named recipient country is the United States, and the only non-OK recipient in the recent list is the University of New Mexico Foundation in Albuquerque, NM.

    Frequently Asked Questions About Ma Everett Family Affiliated Fund of the Occf

    What kinds of organizations does MA Everett Family Affiliated Fund of the Occf Inc support?

    The fund supports educational institutions, arts and museum organizations, youth scholarship efforts, health and rehabilitation services, and animal welfare groups. Recent examples include university foundations, Chamber Music in Oklahoma, the Oklahoma City Community Foundation’s youth scholarship fund, and Wildcare Foundation.

    How large are its typical grants?

    Its typical award size sits in the mid-five-figure range: p25 is $10,000, median grant size is $14,250, and p75 is $23,750. The list also includes a much larger $2,873,798 transfer to the Oklahoma City Community Foundation to establish the Everett Family Fund.

    Does the fund give mostly in Oklahoma?

    Yes. Oklahoma is the top state by grant count, with 86% of grants going to recipients in the state. Recent Oklahoma recipients include organizations in Oklahoma City, Norman, Edmond, and Noble.

    Are there repeat recipients in the recent grant list?

    Yes. Several organizations appear across multiple years, including the University of Oklahoma Health Sciences Center Department of Dermatology, Chamber Music in Oklahoma, Wildcare Foundation, the University of Oklahoma Foundation Inc, and Oklahoma City Community Foundation.

    What are some recent grantees?

    Recent grantees include Oklahoma City Community Foundation, University of Oklahoma Foundation Inc, University of Oklahoma Health Sciences Center Department of Dermatology, Wildcare Foundation, University of Central Oklahoma Foundation, Chamber Music in Oklahoma, University of New Mexico Foundation, and Oklahoma City Community Foundation–Oklahoma Youth With Promise Scholarship Fund.

    Latest 990 Filing

    2025

    Source: IRS Form 990-PF, fiscal year 2025.

    Recent Grants

    Most recent grants reported to the IRS.

    RecipientLocationAmountYearPurpose
    OKLAHOMA CITY COMMUNITY FOUNDATIONOKLAHOMA CITY, OK$2,873,7982025ESTABLISH EVERETT FAMILY FUND
    UNIVERSITY OF OKLAHOMA HEALTH SCIENCES CENTER DEPARTMENT OF DERMATOLOGYOKLAHOMA CITY, OK$25,0002025GENERAL PURPOSES
    UNIVERSITY OF OKLAHOMA FOUNDATION INCNORMAN, OK$28,0002024EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES ($20,000): FRED JONES J. MUSEUM OF ART ($8,000)
    WILDCARE FOUNDATIONNOBLE, OK$20,0002024ANIMAL-RELATED ACTIVITIES
    UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATIONEDMOND, OK$18,0002024EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES
    CHAMBER MUSIC IN OKLAHOMAOKLAHOMA CITY, OK$11,5002024ARTS, CULTURE AND HUMANITIES
    UNIVERSITY OF NEW MEXICO FOUNDATIONALBUQUERQUE, NM$10,0002024EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES
    OKLAHOMA CITY COMMUNITY FOUNDATIONOKLAHOMA CITY, OK$5,5002024OKLAHOMA YOUTH WITH PROMISE FUND
    UNIVERSITY OF OKLAHOMA- HEALTH SCIENCES CENTER DEPT OF DERMATOLOGYOKLAHOMA CITY, OK$25,0002023HEALTH, GENERAL & REHABILITATIVE
    UNIVERSITY OF OKLAHOMA FOUNDATION INCNORMAN, OK$17,0002023EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES
    CHAMBER MUSIC IN OKLAHOMAEDMOND, OK$10,5002023ARTS, CULTURE AND HUMANITIES
    WILDCARE FOUNDATIONNOBLE, OK$10,0002023ANIMAL-RELATED ACTIVITIES
    OKLAHOMA CITY COMMUNITY FOUNDATION-OKLA YOUTH WITH PROMISE SCHOLARSHIP FUNDOKLAHOMA CITY, OK$7,5002023OKLAHOMA YOUTH WITH PROMISE FUND
    UNIVERSITY OF NEW MEXICO FOUNDATIONALBUQUERQUE, NM$6,0002023EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES

    OKLAHOMA CITY COMMUNITY FOUNDATION

    $2,873,798
    OKLAHOMA CITY, OK2025

    ESTABLISH EVERETT FAMILY FUND

    UNIVERSITY OF OKLAHOMA HEALTH SCIENCES CENTER DEPARTMENT OF DERMATOLOGY

    $25,000
    OKLAHOMA CITY, OK2025

    GENERAL PURPOSES

    UNIVERSITY OF OKLAHOMA FOUNDATION INC

    $28,000
    NORMAN, OK2024

    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES ($20,000): FRED JONES J. MUSEUM OF ART ($8,000)

    WILDCARE FOUNDATION

    $20,000
    NOBLE, OK2024

    ANIMAL-RELATED ACTIVITIES

    UNIVERSITY OF CENTRAL OKLAHOMA FOUNDATION

    $18,000
    EDMOND, OK2024

    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES

    CHAMBER MUSIC IN OKLAHOMA

    $11,500
    OKLAHOMA CITY, OK
    2024

    ARTS, CULTURE AND HUMANITIES

    UNIVERSITY OF NEW MEXICO FOUNDATION

    $10,000
    ALBUQUERQUE, NM2024

    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES

    OKLAHOMA CITY COMMUNITY FOUNDATION

    $5,500
    OKLAHOMA CITY, OK2024

    OKLAHOMA YOUTH WITH PROMISE FUND

    UNIVERSITY OF OKLAHOMA- HEALTH SCIENCES CENTER DEPT OF DERMATOLOGY

    $25,000
    OKLAHOMA CITY, OK2023

    HEALTH, GENERAL & REHABILITATIVE

    UNIVERSITY OF OKLAHOMA FOUNDATION INC

    $17,000
    NORMAN, OK2023

    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES

    CHAMBER MUSIC IN OKLAHOMA

    $10,500
    EDMOND, OK2023

    ARTS, CULTURE AND HUMANITIES

    WILDCARE FOUNDATION

    $10,000
    NOBLE, OK2023

    ANIMAL-RELATED ACTIVITIES

    OKLAHOMA CITY COMMUNITY FOUNDATION-OKLA YOUTH WITH PROMISE SCHOLARSHIP FUND

    $7,500
    OKLAHOMA CITY, OK2023

    OKLAHOMA YOUTH WITH PROMISE FUND

    UNIVERSITY OF NEW MEXICO FOUNDATION

    $6,000
    ALBUQUERQUE, NM2023

    EDUCATIONAL INSTITUTIONS & RELATED ACTIVITIES