Civic Intelligence

American Fidelity Foundation

EIN 73-1236059 • Oklahoma City, OK

PO Box 25523Oklahoma City, OK 73125-0523
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

85th percentile

47%

Higher net margin than 85% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.2%

Faster asset growth than 63% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$48,097,093

Up $3,629,793 (+8.2%) from 2023

Liabilities

Down

$1,000

Down $99,000 (-99%) from 2023

Net Assets

$48,096,093

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue16th percentileNet Margin85th percentile

Revenue

Down

$4,964,682

Down $2,412,057 (-33%) from 2023

Expenses

Up

$2,638,445

Up $237,414 (+9.9%) from 2023

Net Income

Down

$2,326,237

Down $2,649,471 (-53%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $12,099,306Liabilities 2011: $02011Assets 2012: $15,121,457Liabilities 2012: $02012Assets 2013: $19,254,702Liabilities 2013: $02013Assets 2014: $20,730,159Liabilities 2014: $02014Assets 2015: $21,300,615Liabilities 2015: $02015Assets 2019: $34,449,318Liabilities 2019: $02019Assets 2020: $38,530,899Liabilities 2020: $0Net Assets 2020: $38,530,8992020Assets 2021: $43,778,786Liabilities 2021: $0Net Assets 2021: $43,778,7862021Assets 2022: $41,965,225Liabilities 2022: $2,000,000Net Assets 2022: $39,965,2252022Assets 2023: $44,467,300Liabilities 2023: $100,0002023Assets 2024: $48,097,093Liabilities 2024: $1,000Net Assets 2024: $48,096,0932024

Highlighted filing

2024

Assets$48,097,093
Liabilities$1,000
Net Assets$48,096,093
Open 2024 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Revenue 2011: $2,710,834Expenses 2011: $826,282Net Income 2011: $1,884,5522011Revenue 2012: $2,638,662Expenses 2012: $691,182Net Income 2012: $1,947,4802012Revenue 2013: $2,562,995Expenses 2013: $820,580Net Income 2013: $1,742,4152013Revenue 2014: $4,412,042Expenses 2014: $1,047,320Net Income 2014: $3,364,7222014Revenue 2015: $2,952,381Expenses 2015: $1,025,575Net Income 2015: $1,926,8062015Revenue 2019: $5,078,519Expenses 2019: $1,550,874Net Income 2019: $3,527,6452019Revenue 2020: $3,272,418Expenses 2020: $1,647,044Net Income 2020: $1,625,3742020Revenue 2021: $3,744,622Expenses 2021: $2,122,132Net Income 2021: $1,622,4902021Revenue 2022: $3,563,624Expenses 2022: $2,060,312Net Income 2022: $1,503,3122022Revenue 2023: $7,376,739Expenses 2023: $2,401,031Net Income 2023: $4,975,7082023Revenue 2024: $4,964,682Expenses 2024: $2,638,445Net Income 2024: $2,326,2372024

Highlighted filing

2024

Revenue$4,964,682
Expenses$2,638,445
Net Income$2,326,237
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$48,097,093
Liabilities
$1,000
Net assets
$48,096,093
Revenue
$4,964,682
Expenses
$2,638,445
Net income
$2,326,237
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.1$0.00$48.1$4.96$2.64$2.33
2023Summary only. Only limited summary data is available for this year.$44.5$0.10$7.38$2.40$4.98
2022Detailed filing. Detailed filing data is available for this year.$42.0$2.00$40.0$3.56$2.06$1.50
2021Detailed filing. Detailed filing data is available for this year.$43.8$0.00$43.8$3.74$2.12$1.62
2020Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$3.27$1.65$1.63
2019Summary only. Only limited summary data is available for this year.$34.4$0.00$5.08$1.55$3.53
2015Summary only. Only limited summary data is available for this year.$21.3$0.00$2.95$1.03$1.93
2014Summary only. Only limited summary data is available for this year.$20.7$0.00$4.41$1.05$3.36
2013Summary only. Only limited summary data is available for this year.$19.3$0.00$2.56$0.82$1.74
2012Summary only. Only limited summary data is available for this year.$15.1$0.00$2.64$0.69$1.95
2011Summary only. Only limited summary data is available for this year.$12.1$0.00$2.71$0.83$1.88
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President & Director-$0--
-ChairPT$0--
-Treasurer & Director-$0--
-Director (Term 9/22)-$0--
-Secretary & Registered Agent-$0--
-Director-$0--
-Director-$0--
-Director-$0--
-Assistant Secretary-$0--
-Assistant Secretary-$0--
-Assistant Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUnited Way of Central OklahomaCampaign pledgePCOKLAHOMA CITY, OK, US$235,000
Paid GrantCommunities Foundation of OklahomaCharity/Non-profit supportPCOKLAHOMA CITY, OK, US$155,400
Paid GrantBishop McGuinnessEducation SupportPCOKLAHOMA CITY, OK, US$103,750
Paid GrantAmerican Red CrossDisaster reliefPCOKLAHOMA CITY, OK, US$90,373
Paid GrantAmerican Academy in RomeScholarships, studen financial aid, awardsPCNEW YORK, NY, US$83,650
Paid GrantAllied Arts FoundationAdvancement of the arts/Campaign pledgePCOKLAHOMA CITY, OK, US$68,950
Paid GrantTrustees of Dartmouth CollegeEducation SupportPCHANOVER, NH, US$40,000
Paid GrantOklahoma Medical Research FoundationEndowment fund/General financial supportPCOKLAHOMA CITY, OK, US$38,620
Paid GrantOklahoma City Museum of ArtEvent sponsorshipPCOKLAHOMA CITY, OK, US$35,265
Paid GrantScissortail Park FoundationEvent sponsorship/General financial supportPCOKLAHOMA CITY, OK, US$34,850
Paid GrantOklahoma City Public Schools FoundationEducation SupportPCOKLAHOMA CITY, OK, US$34,760
Paid GrantThe NEA FoundationEvent sponsorshipPCWASHINGTON, DC, US$30,000
Paid GrantNorth OKC Soccer Club IncPark development/Youth soccer programsPCOKLAHOMA CITY, OK, US$25,000
Paid GrantCristo Rey Oklahoma City Catholic High SchoolEducation SupportPCOKLAHOMA CITY, OK, US$22,795
Paid GrantRegional Food Bank of OklahomaAnnual food drivePCOKLAHOMA CITY, OK, US$20,850
Paid GrantOklahoma Engineering FoundationMATHCOUNTS programPCOKLAHOMA CITY, OK, US$20,000
Paid GrantNational Cowboy & Western Heritage MuseumWestern history preservationPCOKLAHOMA CITY, OK, US$19,680
Paid GrantPossibilities IncEducation outreachPCOKLAHOMA CITY, OK, US$17,800
Paid GrantUniversity of Central Oklahoma FdtnScholarship/General financial supportPCEDMOND, OK, US$17,500
Paid GrantSmart Start Central OklahomaEarly childhood developmentPCOKLAHOMA CITY, OK, US$17,380
Paid GrantOklahoma City UniversityEvent sponsorship/outreach program/music/theater supportPCOKLAHOMA CITY, OK, US$16,390
Paid GrantLast Frontier Council Boy Scouts of AmericaGeneral financial supportPCOKLAHOMA CITY, OK, US$16,200
Paid GrantOklahoma City PhilharmonicAnnual concert sponsorshipPCOKLAHOMA CITY, OK, US$16,000
Paid GrantOklahoma Hall of FameHistory/education servicesPCOKLAHOMA CITY, OK, US$15,840
Paid GrantFreedom City IncEducation SupportPCOKLAHOMA CITY, OK, US$15,000
Paid GrantRIVERSPORT FoundationRiversport expansion and supportPCOKLAHOMA CITY, OK, US$15,000
Paid GrantOklahoma Center for NonprofitsEvent sponsorshipPCOKLAHOMA CITY, OK, US$14,950
Paid GrantBoys & Girls Club of Oklahoma CountyYouth mentoring programPCOKLAHOMA CITY, OK, US$14,640
Paid GrantAmerican Heart AssociationHeart disease/stroke researchPCOKLAHOMA CITY, OK, US$14,175
Paid GrantOU FoundationProgram AssistancePCOKLAHOMA CITY, OK, US$13,620
Paid GrantLyric Theatre of OklahomaEvent sponsorshipPCOKLAHOMA CITY, OK, US$13,050
Paid GrantCanterbury VoicesYouth choruses programPCOKLAHOMA CITY, OK, US$13,000
Paid GrantLeadership OklahomaEducation OutreachPCOKLAHOMA CITY, OK, US$12,950
Paid GrantYMCA of Greater Oklahoma CityAnnual campaignPCOKLAHOMA CITY, OK, US$11,100
Paid GrantPositive TomorrowsEducation outreach/General financial supportPCOKLAHOMA CITY, OK, US$11,000
Paid GrantVariety Care FoundationEvent sponsorship/General financial supportPCOKLAHOMA CITY, OK, US$10,600
Paid GrantGreat Expectations FoundationTeacher trainingPCTAHLEQUAH, OK, US$10,500
Paid GrantChildren's Health FoundationChildhood disease researchPCOKLAHOMA CITY, OK, US$10,280
Paid GrantBig Brothers Big Sisters of OklahomaMentoring programPCOKLAHOMA CITY, OK, US$10,000
Paid GrantCASA of Oklahoma CountyVolunteer training programPCOKLAHOMA CITY, OK, US$10,000
Paid GrantColonial Williamsburg FoundationGrant initiative for educatorsPCWILLIAMSBURG, VA, US$10,000
Paid GrantDallas Wings Community FoundationSponsorship supportPCOKLAHOMA CITY, OK, US$10,000
Paid GrantInfant Crisis ServicesBaby mobilePCOKLAHOMA CITY, OK, US$10,000
Paid GrantMaui Health FoundationGeneral financial supportPCWAILUKU, HI, US$10,000
Paid GrantOklahoma City Economic Development FoundationEducational Outreach ProgramPCOKLAHOMA CITY, OK, US$10,000
Paid GrantSt Luke's United Methodist ChurchMeals on Wheels assistancePCOKLAHOMA CITY, OK, US$10,000
Paid GrantWings Special Needs CommunityGeneral financial supportPCEDMOND, OK, US$10,000
Paid GrantYWCA Oklahoma CityEvent sponsorship/General financial supportPCOKLAHOMA CITY, OK, US$9,800
Paid GrantOklahoma City National Memorial FoundationEvent sponsorshipPCOKLAHOMA CITY, OK, US$9,440
Paid GrantOklahoma City BalletAnnual campaignPCOKLAHOMA CITY, OK, US$9,250
Paid GrantOklahoma Cleats for KidsEvent sponsorshipPCOKLAHOMA CITY, OK, US$9,000
Paid GrantJunior Achievement of OklahomaYouth services for a successful futurePCTULSA, OK, US$8,500
Paid GrantOklahoma Christian UniversityActuarial Internship ProgramPCOKLAHOMA CITY, OK, US$8,500
Paid GrantNext Gen Under 30 FoundationEducational Outreach ProgramPCOKLAHOMA CITY, OK, US$8,408
Paid GrantOklahoma Youth OrchestrasMusic educationPCOKLAHOMA CITY, OK, US$7,500
Paid GrantOSU FoundationScholarship/General financial supportPCSTILLWATER, OK, US$7,200
Paid GrantOSU Foundation - Men's GolfScholarship AssistancePCSTILLWATER, OK, US$7,200
Paid GrantdeadCENTER Film FestivalFestival donationPCOKLAHOMA CITY, OK, US$6,900
Paid GrantCenter of Family LoveAssistance for the disabledPCOKARCHE, OK, US$6,700
Paid GrantDowntown Oklahoma City InitiativesEvent sponsorshipPCOKLAHOMA CITY, OK, US$6,280
Paid GrantJDRF InternationalEducation/Research for Type I DiabetesPCTULSA, OK, US$6,200
Paid GrantLeadership Oklahoma CityEducation OutreachPCOKLAHOMA CITY, OK, US$6,050
Paid GrantWorld Central KitchenFeeding those affected by natural disastersPCWASHINGTON, DC, US$6,050
Paid GrantCenter for Children and Families Incfamily services/child welfare/mental health counselingPCNORMAN, OK, US$6,000
Paid GrantEdmond Public School FoundationEducation SupportPCEDMOND, OK, US$6,000
Paid GrantJim Thorpe AssociationEvent sponsorshipPCOKLAHOMA CITY, OK, US$5,950
Paid GrantReMerge of Oklahoma County IncEvent sponsorship/General financial supportPCOKLAHOMA CITY, OK, US$5,564
Paid GrantLibrary Endowment TrustGeneral financial supportPCOKLAHOMA CITY, OK, US$5,550
Paid GrantAlzheimer's Association Oklahoma ChapterAlzheimers researchPCOKLAHOMA CITY, OK, US$5,414
Paid GrantSpecial Olympics OklahomaSupport for athletes with disabilitiesPCTULSA, OK, US$5,250
Paid GrantCommunity Literacy CentersLiteracy trainingPCOKLAHOMA CITY, OK, US$5,200
Paid GrantThe Education and Employment MinistryGeneral financial supportPCOKLAHOMA CITY, OK, US$5,200
Paid GrantMarch of DimesMarch for Babies SponsorshipPCOKLAHOMA CITY, OK, US$5,100
Paid GrantThe Salvation ArmyGeneral financial supportPCOKLAHOMA CITY, OK, US$5,050
Paid GrantAmerican Nicaraguan FoundationReduce poverty in NicaraguaPCMIAMI, FL, US$5,000
Paid GrantBart Conner Educational ProgramsCampaign for gymnastics expensesPCNORMAN, OK, US$5,000
Paid GrantBethany Children's Health CenterInpatient pediatric rehab facilityPCBETHANY, OK, US$5,000
Paid GrantBrendon McLarty Memorial FoundationAsthma research/supportPCOKLAHOMA CITY, OK, US$5,000
Paid GrantCalm Waters Center for Children and FamiliesGrief counseling for children/familiesPCOKLAHOMA CITY, OK, US$5,000
Paid GrantCreative OklahomaEvent sponsorshipPCOKLAHOMA CITY, OK, US$5,000
Paid GrantDean McGee Eye Institute FoundationVision researchPCOKLAHOMA CITY, OK, US$5,000
Paid GrantFields & Futures FoundationEvent sponsorshipPCEDMOND, OK, US$5,000
Paid GrantGolf Fore AfricaGlobal water crisis supportPCSCOTTSDALE, AZ, US$5,000
Paid GrantGround Zero Emergency Training CenterSearch & rescue servicesPCNORMAN, OK, US$5,000
Paid GrantHarding Charter Preparatory High School FoundationEducation SupportPCOKLAHOMA CITY, OK, US$5,000
Paid GrantJohn W Rex Charter Elementary SchoolEducation SupportPCOKLAHOMA CITY, OK, US$5,000
Paid GrantJosiah Venture NFPReligious ministry for youthPCWHEATON, IL, US$5,000
Paid GrantNewView OklahomaEducational Outreach ProgramPCOKLAHOMA CITY, OK, US$5,000
Paid GrantOklahoma Contemporary Arts CenterEducation Outreach GrantPCOKLAHOMA CITY, OK, US$5,000
Paid GrantOklahoma Council on Economic EducationEducation OutreachPCEDMOND, OK, US$5,000
Paid GrantOklahoma School of Science and Mathematics FoundationEducation SupportPCOKLAHOMA CITY, OK, US$5,000
Paid GrantOklahoma State FairStudent scholarship programPCOKLAHOMA CITY, OK, US$5,000
Paid GrantOklahoma Wildlife Conservation FoundationGeneral financial supportPCOKLAHOMA CITY, OK, US$5,000
Paid GrantSpecial Care IncEducation outreach programPCOKLAHOMA CITY, OK, US$5,000
Paid GrantTeach For AmericaEducation outreach programPCOKLAHOMA CITY, OK, US$5,000
Paid GrantThe First Tee of Metropolitan Oklahoma CityEducation outreachPCOKLAHOMA CITY, OK, US$5,000
Paid GrantWestern Plains Youth and Family ServicesCounseling & mental health servicesPCWOODWARD, OK, US$5,000
Paid GrantWestminster SchoolEducation SupportPCOKLAHOMA CITY, OK, US$5,000
Paid GrantCatholic CharitiesSupport for families in needPCOKLAHOMA CITY, OK, US$4,765
Paid GrantOklahoma Project WomanGeneral financial supportPCTULSA, OK, US$4,600
Paid GrantSanta Fe Family Life CenterYouth sports mentoringPCOKLAHOMA CITY, OK, US$4,400
Paid GrantRainbow FleetEducation outreachPCOKLAHOMA CITY, OK, US$4,000
Paid GrantWes Welker FoundationEvent sponsorshipPCOKLAHOMA CITY, OK, US$3,840
Paid GrantFamily BuildersStrenthen relationshipsPCOKLAHOMA CITY, OK, US$3,800
Paid GrantDown Syndrome Association of Central OklahomaDown syndrome awarenessPCOKLAHOMA CITY, OK, US$3,600
Paid GrantOklahoma Israel ExchangeEvent sponsorshipPCOKLAHOMA CITY, OK, US$3,600
Paid GrantThe Oklahoma AcademyGeneral financial supportPCBARTLESVILLE, OK, US$3,150
Paid GrantDinner With Love FoundationCharity/Non-profit supportPCOKLAHOMA CITY, OK, US$3,000
Paid GrantJohn Rex Elementary PTATeacher/Parent SupportPCOKLAHOMA CITY, OK, US$3,000
Paid GrantMcCall's Chapel SchoolCommunity supportPCADA, OK, US$3,000
Paid GrantOklahoma Foundation for ExcellenceFall Forrum sponsorshipPCOKLAHOMA CITY, OK, US$3,000
Paid GrantOklahoma Shakespeare in the ParkGeneral financial supportPCOKLAHOMA CITY, OK, US$3,000
Paid GrantAmerican Indian Cultural Center Foundation (First Americans Museum)Cultural awareness, ethnic mueumsPCOKLAHOMA CITY, OK, US$2,904
Paid GrantA Chance to Change FoundationEducation/Prevention for AddictionPCOKLAHOMA CITY, OK, US$2,500
Paid GrantCapitol Hill Main StreetLatino culture preservationPCOKLAHOMA CITY, OK, US$2,500
Paid GrantExecutive Service Corps of Central OklahomaVolunteer management consultingPCOKLAHOMA CITY, OK, US$2,500
Paid GrantGirl Scouts - Western OklahomaEvent sponsorshipPCOKLAHOMA CITY, OK, US$2,500
Paid GrantGold4Kids Cancer Foundation of TulsaChildhood disease researchPCBIXBY, OK, US$2,500
Paid GrantGoodwill Industries of Central OklahomaGeneral financial supportPCOKLAHOMA CITY, OK, US$2,500
Paid GrantSixTwelve IncArts education supportPCOKLAHOMA CITY, OK, US$2,500
Paid GrantThe Oklahoma Caring FoundationChampions of Health InitiativePCTULSA, OK, US$2,500
Paid GrantWovenLifeEducation SupportPCOKLAHOMA CITY, OK, US$2,500
Paid GrantNational Multiple Sclerosis SocietyGeneral financial supportPCOKLAHOMA CITY, OK, US$2,475
Paid GrantMercy Health Foundation Oklahoma CityWomens Center SupportPCOKLAHOMA CITY, OK, US$2,450
Paid GrantOklahoma Humane SocietyAnimal advocacyPCOKLAHOMA CITY, OK, US$2,365
Paid GrantINTEGRIS Health FoundationEvent sponsorshipPCOKLAHOMA CITY, OK, US$2,100
Paid GrantSt Anthony FoundationEvent sponsorshipPCOKLAHOMA CITY, OK, US$2,100
Paid GrantSister Cities OKC IncEvent sponsorshipPCOKLAHOMA CITY, OK, US$2,063
Paid GrantLatino Community Development AgencyEvent sponsorshipPCOKLAHOMA CITY, OK, US$2,041
Paid GrantArise MinistriesRelief for single mothersPCEDMOND, OK, US$2,000
Paid GrantCornerStone InternationalMission supportPCWILMORE, KY, US$2,000
Paid GrantFocus on HomeLow income family supportPCOKLAHOMA CITY, OK, US$2,000
Paid GrantJohn Marshall High School FoundationEducation AssistancePCOKLAHOMA CITY, OK, US$2,000
Paid GrantOKC BeautifulAnnual campaignPCOKLAHOMA CITY, OK, US$2,000
Paid GrantOklahoma Senior Follies IncGeneral financial supportPCNICHOLS HILLS, OK, US$2,000
Paid GrantOklahomans for the ArtsArt advocacyPCOKLAHOMA CITY, OK, US$2,000
Paid GrantCBMC OklahomaEvent sponsorshipPCOKLAHOMA CITY, OK, US$1,987
Paid GrantMake-A-Wish OklahomaTrip scholoarships for terminally ill patientsPCOKLAHOMA CITY, OK, US$1,920
Paid GrantSunbeam Family ServicesGeneral financial supportPCOKLAHOMA CITY, OK, US$1,603
Paid GrantAreawide Aging AgencySenior centers/servicesPCOKLAHOMA CITY, OK, US$1,500
Paid GrantOklahoma Children's TheatreGeneral financial supportPCOKLAHOMA CITY, OK, US$1,500
Paid GrantAutismOklahomaorgAutism research/supportPCEDMOND, OK, US$1,400
Paid GrantMyriad Gardens FoundationEvent sponsorshipPCOKLAHOMA CITY, OK, US$1,350
Paid GrantPaseo Arts AssociationOperating supportPCOKLAHOMA CITY, OK, US$1,250
Paid GrantCity CarePoverty assistance in OKCPCOKLAHOMA CITY, OK, US$1,120
Paid GrantUrban League of Greater Oklahoma CityEvent sponsorship/General financial supportPCOKLAHOMA CITY, OK, US$1,120
Paid GrantThe 34 Project IncSpinal cord injuries supportPCBETHANY, OK, US$1,100
Paid GrantAgape RoadHospicePCOKLAHOMA CITY, OK, US$1,000
Paid GrantAmbassadors' Concert ChoirStudy and performance of musicPCOKLAHOMA CITY, OK, US$1,000
Paid GrantArts Council of Oklahoma CitySupport for the artsPCOKLAHOMA CITY, OK, US$1,000
Paid GrantCamp Fire Heart of OklahomaKids summer campPCOKLAHOMA CITY, OK, US$1,000
Paid GrantChristian Appalachian ProjectPoverty assistance in AppalachiaPCLEXINGTON, KY, US$1,000
Paid GrantCivic Center FoundationTheater assistancePCOKLAHOMA CITY, OK, US$1,000
Paid GrantFood for the HungryPoverty assistance for low income peoplePCPHOENIX, AZ, US$1,000
Paid GrantHeart and Hand MinistriesCounseling & mental health servicesPCOKLAHOMA CITY, OK, US$1,000
Paid GrantLittle Ones MinistriesCommunity supportPCOKLAHOMA CITY, OK, US$1,000
Paid GrantNational AMBUCSDisability supportPCHIGH POINT, NC, US$1,000
Paid GrantOklahoma City University School of LawScholarship donationPCOKLAHOMA CITY, OK, US$1,000
Paid GrantOklahoma Foundation for the DisabledFinancial support for the disabledPCOKLAHOMA CITY, OK, US$1,000
Paid GrantOklahoma Guardian Ad Litem InstituteChild advocacyPCEDMOND, OK, US$1,000
Paid GrantOklahoma Interviewing Services IncPrograms/Services for victims of abusePCOKLAHOMA CITY, OK, US$1,000
Paid GrantOlin College of EngineeringEducation OutreachPCNEEDHAM, MA, US$1,000
Paid GrantOrange Coast College FoundationEducation SupportPCCOSTA MESA, CA, US$1,000
Paid GrantOSU Foundation SAS Marketing AnalyticsScholarship AssistancePCSTILLWATER, OK, US$1,000
Paid GrantParkinson Foundation of OklahomaGeneral financial supportPCOKLAHOMA CITY, OK, US$1,000
Paid GrantRiding On InsulinGeneral financial supportPCWHITEFISH, MT, US$1,000
Paid GrantRoanoke CollegeEducation SupportPCSALEM, VA, US$1,000
Paid GrantService Over SelfHousing rehabilitationPCMEMPHIS, TN, US$1,000
Paid GrantSigma Nu Educational Foundation IncEducational initiativesPCLEXINGTON, VA, US$1,000
Paid GrantSt Jude Children's Research HospitalChildhood cancer researchPCMEMPHIS, TN, US$1,000
Paid GrantUniversity of Southern Mississippi FdtnScholarship/General financial supportPCHATTIESBURG, MS, US$1,000
Paid GrantWest Point Parents Club of Central OklahomaMilitary family supportPCPIEDMONT, OK, US$1,000
Paid GrantFamily House IncChild cancer research/supportPCSAN FRANCISCO, CA, US$940
Paid GrantHeartline IncCrisis hotlinePCOKLAHOMA CITY, OK, US$800
Paid GrantChristian Heritage AcademyEducation SupportPCDEL CITY, OK, US$750
Paid GrantPlaza District AssociationEvent sponsorshipPCOKLAHOMA CITY, OK, US$750
Paid GrantHeartland Rabbit Rescue FundAnimal adoption assistancePCBLANCHARD, OK, US$700
Paid GrantPivot IncCommunity reentry program for womenPCBALTIMORE, MD, US$700
Paid GrantKentucky School Boards Association Educational Foundation IncEducation SupportPCFRANKFORT, KY, US$650
Paid GrantThe Center for Education LeadershipEducation SupportPCFRANKFORT, KY, US$600
Paid GrantCity Rescue MissionAssistance for the homelessPCOKLAHOMA CITY, OK, US$575
Paid GrantDonorsChooseorgFinancial support for classroomsPCNEW YORK, NY, US$543
Paid GrantChester County Food BankFood bankPCEXTON, PA, US$500
Paid GrantCourtStrong IncCharity/Non-profit supportPCELBERFELD, IN, US$500
Paid GrantHearts for Hearing FoundationSupport for children & families with hearing lossPCOKLAHOMA CITY, OK, US$500
Paid GrantKennett Area Community ServiceFood, housing, crisis servicesPCKENNET SQUARE, PA, US$500
Paid GrantMonte Cassino SchoolEducation SupportPCTULSA, OK, US$500
Paid GrantNeighborhood Services OrganizationHousing assistance for the homelessPCOKLAHOMA CITY, OK, US$500
Paid GrantOklahoma City County Historical SocietyState/Local Histroy EducationPCOKLAHOMA CITY, OK, US$500
Paid GrantPittsburg State University FoundationScholarship AssistancePCPITTSBURG, KS, US$500
Paid GrantRight Hand MinistriesGeneral financial supportPCLITTLE ROCK, AR, US$500
Paid GrantThe University of TulsaScholarship AssistancePCTULSA, OK, US$500
Paid GrantTulsa Community Foundation - Max and David Cameron FundGeneral financial supportPCTULSA, OK, US$500
Paid GrantYouth Scratch Master's TourYouth sports mentoringPCNEWCASTLE, OK, US$500
Paid GrantArkansas Sheriffs' Youth Ranches IncFoster care programPCBATESVILLE, AR, US$450
Paid GrantJackson State University Development FoundationGeneral financial supportPCJACKSON, MS, US$450
Paid GrantDoctors Without Borders USAWorldwide medical assistancePCNEW YORK, NY, US$400
Paid GrantProject31Breast cancer research/supportPCEDMOND, OK, US$350
Paid GrantThe Odyssey Preparatory AcademyEducation SupportPCBUCKEYE, AZ, US$300
Paid GrantMid-America Christian UniversityEducation SupportPCOKLAHOMA CITY, OK, US$257
Paid GrantBaptist Village CommunitiesAging servicesPCOKLAHOMA CITY, OK, US$250
Paid GrantCase Western Reserve UniversityEducation SupportPCCLEVELAND, OH, US$250
Paid GrantDrake UniversityEducation SupportPCDES MOINES, IA, US$250
Paid GrantHillsdale CollegeEducation AssistancePCHILLSDALE, MI, US$250
Paid GrantSpanish Cove Housing AuthorityGeneral financial supportPCYUKON, OK, US$250
Paid GrantCatholic Medical Mission BoardMedical aid to underdeveloped countriesPCNEW YORK, NY, US$200
Paid GrantInternational Children's FundHumanitarian aidPCNEENAH, WI, US$200
Paid GrantFree To LiveAnimal adoption assistancePCEDMOND, OK, US$150
Paid GrantTerra Verda Discovery SchoolEducation SupportPCNORMAN, OK, US$150
Paid GrantAlzheimer's Association National OfficeAlzheimers researchPCCHICAGO, IL, US$100
Paid GrantAmerican Kidney FundKidney disease researchPCROCKVILLE, MD, US$100
Paid GrantCatholic Relief ServicesOverseas povery assistancePCBALTIMORE, MD, US$100
Paid GrantGreat Plains Mastiff Rescue FoundationPet shelterPCEDMOND, OK, US$100
Paid GrantJim Riley OutreachTransitional living homePCFRISCO, TX, US$100
Paid GrantLifeShare FoundationOrgan donation awarenessPCOKLAHOMA CITY, OK, US$100
Paid GrantParents Helping Parents IncParental educationPCOKLAHOMA CITY, OK, US$100
Paid GrantPets & People Humane SocietyAnimal welfarePCYUKON, OK, US$100
Paid GrantSouthern Poverty Law CenterLegal aid for low income residentsPCMONTGOMERY, AL, US$100
Paid GrantTexas State University System FoundationGeneral financial supportPCSAN MARCOS, TX, US$100
Paid GrantThe Dollywood FoundationDollys Imagination LibraryPCSEVIERVILLE, TN, US$100
Paid GrantPelotoniaEducation/Cancer researchPCCOLUMBUS, OH, US$62
Paid GrantOETA FoundationEvent sponsorshipPCOKLAHOMA CITY, OK, US$60
Paid GrantMultiple Sclerosis Association of AmericaDiesease Education/supportPCMERRIFIELD, VA, US$50
Paid GrantNational Military Family AssociationMilitary family supportPCALEXANDRIA, VA, US$50
Paid GrantOvarian Cancer Research AllianceCancer researchPCNEW YORK, NY, US$50
Paid GrantPartners In Education Foundation with Knox County SchoolsEducation SupportPCKNOXVILLE, TN, US$50
Paid GrantWater4 IncGlobal water crisis supportPCOKLAHOMA CITY, OK, US$50
Filing and Contact Details

Filer

Filer Name
American Fidelity Foundation
EIN
73-1236059
Phone
4055235008
Address
PO BOX 25523, OKLAHOMA CITY, OK 73125-0523

Signing Officer

Name
John K Cassil
Title
Treasurer
Signed
2023-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
155 N WACKER DRIVE, CHICAGO, IL 60606
Preparer
Lindsey Pigg
Phone
3128792000
Raw XML AppendixShowing 400 of 2,692 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3Comcast Corp.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4Costco Wholesale Corporation
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5Disney (Walt) Company
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6Emerson Electric Company
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm7Exxon Mobil Corporation
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm8FNR
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11GNR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12Home Depot, Inc.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13Intel Corporation
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14Intl Business Machines Corp
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15Johnson & Johnson
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16Nike - Class B
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17Shell International Fin
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm18Wal-mart Stores, Inc.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm19Vanguard S/T Bond Index
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt039965225
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01951604
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01951604
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01951604
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01964733
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013129
IRS990PF/DistributableAmountGrp/TotalTaxAmt013129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt021661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014790
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt021661
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013129
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt034790
IRS990PF/FMVAssetsEOYAmt041965225
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt035198522
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt035389
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-9429
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-9429
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt07412577
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05942644
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05942644
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt029910366
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt027179890
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt027179890
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandAccumDepreciationAmt00
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt054411
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt085125
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt085125
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0775434
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0775434
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt02000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt08580264
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt039965225
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01322065
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02997688
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02997688
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt043778786
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt041965225
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt041965225
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt02000000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt043778786
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt041965225
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt043778786
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt039965225
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt05043978
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt04993873
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt04993873
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt039893054
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03120944
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt036707889
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0598396
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt064221
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01964733
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt039294658
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt039893054
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt114.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0CAROLINE L IKARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1TOM J MCDANIEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2JOHN K CASSIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt3JO CAROL CAMERON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt4CHRISTOPHER T KENNEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt5WILLIAM E DURRETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt6DAVID R CARPENTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt7GARY E TREDWAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt8KATHY LARDNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt9ROBIN L VOREL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt10JENNIFER WHEELER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40

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