Contractor
Bancfirst
2 customers • 18 returns • Latest tax year 2024 • Oklahoma City, OK
InvestmentPortfolio ManagementInvestment Management Fees
Customers
2
Returns
18
Total Compensation
$3,835,234
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Communities Foundation of Oklahoma | 73-1396320 | 9 | 2022 | Investment Management Fees • Portfolio Management | $2,890,540 |
| Oklahoma Educational Technology | 30-6006962 | 9 | 2024 | Investment | $944,694 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | Oklahoma Educational Technology | 990 | Investment | 101 N BROADWAY STE 100, Oklahoma City, OK 73156 | $109,832 | View return |
| 2023 | Oklahoma Educational Technology | 990 | Investment | 101 N BROADWAY STE 100, Oklahoma City, OK 73156 | $100,527 | View return |
| 2022 | Communities Foundation of Oklahoma | 990 | Investment Management Fees | 101 N BROADWAY, Oklahoma City, OK 73123 | $305,011 | View return |
| 2022 | Oklahoma Educational Technology | 990 | Investment | 101 N BROADWAY STE 100, Oklahoma City, OK 73156 | $109,810 | View return |
| 2021 | Communities Foundation of Oklahoma | 990 | Investment Management Fees | 101 N BROADWAY, Oklahoma City, OK 73123 | $291,119 | View return |
| 2021 | Oklahoma Educational Technology | 990 | Investment | 101 N BROADWAY STE 100, Oklahoma City, OK 73156 | $118,356 | View return |
| 2020 | Communities Foundation of Oklahoma | 990 | Investment Management Fees | 101 N BROADWAY, Oklahoma City, OK 73123 | $270,656 | View return |
| 2020 | Oklahoma Educational Technology | 990 | Investment | 101 N BROADWAY STE 100, Oklahoma City, OK 73156 | $100,914 | View return |
| 2019 | Communities Foundation of Oklahoma | 990 | Investment Management Fees | 101 N BROADWAY, Oklahoma City, OK 73123 | $229,224 | View return |
| 2019 | Oklahoma Educational Technology | 990 | Investment | 101 N BROADWAY STE 100, Oklahoma City, OK 73156 | $100,488 | View return |
| 2018 | Communities Foundation of Oklahoma | 990 | Portfolio Management | 101 N BROADWAY, Oklahoma City, OK 73123 | $307,899 | View return |
| 2018 | Oklahoma Educational Technology | 990 | Investment | 101 N BROADWAY STE 100, Oklahoma City, OK 73123 | $100,789 | View return |
| 2017 | Communities Foundation of Oklahoma | 990 | Portfolio Management | 101 N BROADWAY, Oklahoma City, OK 73123 | $368,330 | View return |
| 2017 | Oklahoma Educational Technology | 990 | Investment | 101 N BROADWAY STE 100, Oklahoma City, OK 73123 | $102,485 | View return |
| 2016 | Communities Foundation of Oklahoma | 990 | Portfolio Management | 101 N BROADWAY, Oklahoma City, OK 73123 | $387,945 | View return |
| 2015 | Communities Foundation of Oklahoma | 990 | Portfolio Management | 101 N BROADWAY, Oklahoma City, OK 73123 | $356,632 | View return |
| 2015 | Oklahoma Educational Technology | 990 | Investment | 101 N BROADWAY STE 100, Oklahoma City, OK 73126-0883 | $101,493 | View return |
| 2014 | Communities Foundation of Oklahoma | 990 | Portfolio Management | 101 NORTH BROADWAY, Oklahoma City, OK 73126 | $373,724 | View return |