2016 Annual Report An affiliate of the
Ensuring Brighter Tomorrows for the Youth of Today On the map, Tipton looks like any ordinary small town in southwestern Oklahoma. But the town, located 50 miles southwest of Lawton, isn’t ordinary by any means. It has been home to a community that houses orphaned children, better known as the Tipton Children’s Home, for 93 years. The Tipton Children's Home was first established in 1921 in Canadian, Texas, by a couple who opened their home to four children bereaved from the recent loss of their mother. In 1923, the home had grown to more than 20 children and the residence was forced to relocate to the western plains of Oklahoma. Today, the Tipton Children’s Home remains a cornerstone of the community. Children at the home are cared for by loving houseparents who make sure they attend school and church and provide the opportunity to participate in extracurricular activities such as school sports, 4-H and the on-campus FFA program. Above all, the children are taught the importance of giving back to the community by volunteering for helpful tasks such as running errands for the elderly or mowing lawns. Longtime director Joe Waugh recognized the need to establish financial stability and long-term support for children at the home. In April 2015, he and the board established the Tipton Children’s Home endowment fund at the Lawton Community Foundation. “We are always looking for a way to expand our services and reach more people in need in our community,” said Joe. “Donations made to our endowment will secure generous support for the children at this home for generations to come. This home has been around for many years, and the establishment of an endowment is the exact type of mirrored longevity we were looking for.” Since establishing their endowment fund at the community foundation, the Tipton Children’s Home has received a significant influx of donations from various donors. “We are working hard to share with our supporters the many ways that the Lawton Community Foundation can help with donations,” said Waugh. “They take care of the administrative work and help simplify things. The endowment is not only support for the Tipton Children’s Home, but it's also giving made easy.” INSIDE Inspiring Hope Throughout Our Community Achieving Your Charitable Goals Charitable Organization Endowments
2 3 4
Scholarship and Award Endowments Scholarships Awarded to 14 Lawton Area Scholars Community Grants
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Inspiring Hope Throughout Our Community Maya Angelou once said, ”One must know not just how to accept a gift, but with what grace to share it.” Angelou’s mighty pen was a light of hope for many Americans in a dark and challenging time. Hope to hold on, to keep going because though times seemed dark and the road seemed long, they weren’t alone. Within these pages are the stories that inspire us to believe that the community we live in is unlike any other. Generous donors have gracefully shared what they have been given to secure long-term support for charities serving our community. As an affiliate organization of the Oklahoma City Community Foundation, we adhere to its investment policy that is designed for endowment funds to provide annual distributions for charitable purposes in perpetuity. The investment performance of our pooled investments for the fiscal year was 1.34 percent, which is considerably higher than our peer groups. As of June 30, 2016, the total assets of the Lawton Community Foundation were $8,524,992. Scott Hatch
Board of Trustees
This past year, because of donors like you, the Lawton Community Foundation has impacted the community through $69,100 in grants awarded to 19 charitable organizations through our Community Grants and Matching Grants programs. The Lawton Community Foundation Scholars program provided $25,000 in scholarships to 14 Lawton area high school seniors. As you read the Lawton Community Foundation’s 2016 Annual Report, I hope you will be reminded of the kindness that unites our community. It is because of donors like you who want to enhance the quality of life for others that the Lawton Community Foundation exists. Just as Angelou’s words held promise for the future, your support of this foundation ensures a better tomorrow for Lawton-area residents who are in need of a ray of hope. While my term as president has come to an end, I am confident that our community is in good hands, and I look forward to witnessing our continued growth of philanthropy. If you have questions, please do not hesitate to contact us at 580/353-4747 or visit LawtonCF.org.
Scott Hatch President Board of Trustees
Fiscal Year 2016 Investment Performance Pooled Investments as of June 30, 2016
Scott Hatch, President Lee Baxter Janice Bell George Bridges Preston Holsinger John McArthur Hossein Moini David Towe
Nancy B. Anthony Assistant Secretary & Treasurer
Oklahoma City Community Foundation Barclays Capital Govt./Credit Intermediate A+
Gene Love ex officio
TOTAL RETURN
EQUITIES
Fiscal Year End Three Year Five Years Ten Years
Oklahoma City Community Foundation S&P 500 Russell 3000 MSCI ACWI ex US
-0.01% 3.99% 2.14%
9.26% 11.66% 11.13%
9.17% 12.10% 11.60%
6.46% 7.42% 7.40%
-9.80%
1.62%
0.56%
2.33%
4.53%
FIXED INCOME
Founding Trustees
John Barnes Mollie Brady Virginia Brewczynski Kenneth Easton Gilbert Gibson Betty Raulston
LawtonCF.org
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Oklahoma City Community Foundation* 50% Russell3000/15%MSCI ACWI/35% Barclays Capital G/C Int (Note A) 65% S&P500/35% Barclays Capital G/C Int (Note B)
3.58%
2.64%
2.90%
4.24%
2.74%
2.65%
1.34%
6.55%
6.61%
5.87%
1.20% 4.35%
6.88% 8.69%
6.97% 8.98%
5.90% 6.68%
* The Lawton Community Foundation is an affiliate organization of the Oklahoma City Community Foundation and its assets are pooled with other endowment funds administered by the Oklahoma City Community Foundation for investment purposes. Note A: Equity performance is compared to the Russell 3000 stock index and the MSCI ACWI exUS International equity index; fixed income performance is compared to the Barclays Capital Government/Credit Intermediate bond index (Barclays Capital G/C Int) and total return is compared to a composite of these three indices. Note B: Equity performance is compared to the Standard and Poor’s 500 stock index (S&P500); fixed income performance is compared to Barclays Capital Government/Credit Intermediate bond index (Barclays Capital G/C Int) and total return is compared to a composite of these two indices.
Achieving Your Charitable Goals Give Now, Choose a Charity Later Establishing an advised fund is a simple, flexible and tax-efficient way to give back to your favorite charities. When you make a gift to an advised fund, you receive an immediate tax deduction and have the flexibility to decide which charitable causes to support at a later date. The Lawton Community Foundation offers three types of advised funds with minimums ranging from $1,000-$20,000. All of our advised funds have low, competitive fees, and we provide administrative support to help make charitable giving simple. You can establish an advised fund with a gift of cash or other assets such as real estate, appreciated securities, oil and gas royalty interests or a life insurance policy.
Growing Your Charitable Impact Through Planned Gifts By working together with the Lawton Community Foundation, you can ensure that your charitable gifts will make a lasting impact. An outright gift to charity provides a one-time benefit, while a gift to a permanent endowment at the Lawton Community Foundation demonstrates a long-term commitment.
Tired of paying taxes on your IRA distributions? The IRA Charitable Rollover is now permanent! If you are age 70½ or older, you can make a tax-free gift up to $100,000 per year from your IRA to support or create a new endowment fund for a scholarship or a charitable organization. IRA rollover gifts can also be used to meet your required minimum distribution, saving you money on income taxes and potential penalties.
By designating a gift through your will or trust, you can maintain your current cash flow and preserve your assets for retirement. Contact us to learn more about the following giving options: - Real estate including homes, acreages or business properties - Appreciated securities such as common and closely-held stock, bonds and mutual funds - Oil and gas royalty interests - Life insurance policies or retirement plans To learn how we can help you grow your charitable impact, please call 580/353-4747 or visit LawtonCF.org.
Lawton Community Foundation Donors The donors listed below have made cumulative gifts of $500 or more to permanent endowments at the Lawton Community Foundation. Owen & Jane Ard Stephen & Nancy Arntz Bank of the Wichitas Bar-S-Foods Maj. Gen. (Ret.) Lee & Theresa Baxter Lt. Col. (Ret.) L.A. Beckman III Bivens Memorial Dianne & Chad Bledsoe Richard & Elaine Boatsman Glen & Joanne Boyer Darline Bridges Hornbeck Dr. George I. Bridges Leonard & Tanya Case David A. Clement Robert A. & Darcy A. Cline Dennis & Anita Clippinger Lt. Col. (Ret.) Francis & Joanne F. Curran Eddie & Susan Dabney John R. Davis Robert N. & Ruth Dishman Kenneth E. & Pamela A. Easton Daniel P. & Cynthia M. Farrell Issac Jay & Kimberly A. Furrh Ronald L. & Loree B. Gaines Randall & Marcia Garrett Gilbert C. & Aulena Gibson Greater Kansas City Community Foundation Robert G. & Jean P. Harbison Robert Hinman
Preston & Sandra Holsinger Marilyn Hugon Wayne P. Hunt Randy N. & Eileen M. Jensen Michael T. & Carolyn Keith Joann Knecht Frank Howard & Anna Claire Kuchta Lawton Community Theatre Guild Lawton Retail Merchants Association John F. & Jane Kinzer Lewis Gene & Carolyn Anne Love Terry & Sharon Marsh Karla J. Oty & John M. McArthur The McMahon Foundation Gen. (Ret.) & Mrs. Jack N. Merritt Dennis & Kathleen Meyer Oklahoma Abstract Co. Johnny Owens Pam & Barry Inc. Gary & G. Lynda Parker Pauls Valley Veterinary Clinic Gen. (Ret.) & Mrs. J. H. Binford Peay III The Pepsi Bottling Group Public Service Company of Oklahoma David & Judy Ragland Red Rock Corral, LLC Reese Chiropractic & Wellness P.C. Gen. (Ret.) & Mrs. Dennis J. Reimer Richard Properties, LLC
Lawton Community Foundation 2016 Annual Report
Rev. Dr. & Mrs. Bill Schneider Salas Urban Cantina Mary Sankaran Mike & Melody Scott Signal Mountain Associates Michael & Jamie Smith Southwestern Medical Center Travis H. Tomlinson David Towe Robert M. & Barbara B. Vaughan Gen. (Ret.) & Mrs. Carl E. Vuono Dennis & Sandra K. Ward Lynn & Jeanne Webb Lanny & Florence Wilson Bob & Maurine Wiseman James F. & Jackie R. Wood
Advised Funds Virginia Brewczynski Legacy Fund Terry K. Bell Charitable Trust Fund Cowboy Fund Cleo Craig Memorial Cancer and Research Foundation Fund First United Methodist Church Foundation Gift Fund Katherine D. Lacy Fund Gene & Carolyn Anne Love Gift Fund
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Charitable Organization Endowments The Lawton Community Foundation administers permanent funds for 35 nonprofit organizations serving Lawton and the surrounding area. The endowments provide a reliable source of annual income for program participants and also offer a convenient way for donors to make contributions. As of June 30, 2016, the market value for these endowment funds was more than $3 million and the annual distributions to the organizations exceeded $128,000. Fund
Fund Value at June 30, 2016
Artillery OCS Alumni Chapter $ 133,417 Arts for All 48,645 Association of the U.S. Army (AUSA) Fires Chapter - Lawton-Fort Sill 27,678 Center for Creative Living* 20,018 Comanche County Memorial Hospital Foundation 96,963 Crime Stoppers/Drug Busters of Southwest Oklahoma 95,153 First United Methodist Church Foundation of Lawton 98,419 Fort Sill Armed Services YMCA Gene Love Endowment Fund 324,280 Frederick School Enrichment Foundation 21,647 Friends of Fort Sill 36,656 Giddy Up 'N Go 62,008 Great Plains AMBUCS-Kid's Zone 19,599 Great Plains Technology Center Foundation 20,913 Greater Lawton Rotary Club 86,826 Robert E. Greiner School for the Handicapped of Comanche County Fund 32,851 Hackberry Flat Foundation 53,768 Holiday in the Park 22,258 Lawton AMBUCS Lou Brox Endowment 98,013 Lawton Community Theatre 29,517 Lawton Family YMCA 19,345 Lawton Food Bank 109,949 Lawton Friends of the Library 25,317 Lawton Philharmonic Orchestra 43,216 Lawton Public School Foundation 472,098 Museum of the Great Plains 31,214 On the Chisholm Trail Association Heritage Center 53,076 Bernice Ford Price Library Endowment 37,049 Kathy Bea Holsinger Reese Memorial for the benefit of St. Paul's United Methodist Church 64,533 Roadback Inc. 23,059 Southwest Oklahoma Genealogical Society 19,606 St. John Lutheran Church Foundation 60,761 Tipton Children's Home 20,661 United States Field Artillery Association Foundation 335,333 United Way of Southwest Oklahoma 337,374 World Christian Broadcasting 19,519 Total
$3,000,738
FY2016 Distribution $ 5,944 2,543 1,457 * 2,316 4,979 4,895 15,442 1,143 1,492 3,238 1,040 1,108 3,233 1,718 2,811 1,177 4,277 1,553 1,026 4,612 1,328 1,836 24,002 1,632 2,586 1,441 2,502 1,190 1,040 2,259 984 17,120 7,404 661 $128,756
*New fund established in Fiscal Year 2016 4
Lighting a Way Through the Evening of Life When Lorene Miller volunteered as the executive director for the Center for Creative Living in 2014, she knew it was a critical time for the organization. State funding cuts and a weakened economy stifled any reliable income for operating costs, and the senior citizen center that had enhanced the lives of Lawton’s active adults for more than three decades was struggling to keep the doors open.
directors approved a plan to use the extra money to establish an endowment at the Lawton Community Foundation to provide long-term support for the organization.
Lorene began working immediately on finding ways to sustain the Center for Creative Living, which is a safe place for Lawton senior citizens. The center offers companionship and provides health and wellness education on issues including medication management, fall prevention and fraud awareness.
The Center for Creative Living reinvests its yearly distribution back into the endowment to ensure the fund continues to grow.
“The center provides health and wellness opportunities to help these seniors age gracefully with enriched longevity,” said Lorene. “Improper medication practices and broken hips resulting from a fall are the leading reasons for emergency room visits for seniors. Many of these everyday occurrences could be prevented if they had only been better educated and trained.” When Lorene began, the building that housed these opportunities for seniors was in desperate need of repair. While searching for funding, she discovered the Lawton Community Foundation. The center has been awarded $10,000 in community grants to help with building repair and maintenance.
“I was shocked,” recalled Lorene. “Our hard work was paying off. The seniors helped so much. They would have done anything to save the center.”
“This center serves 1,000 seniors every month,” said Lorene. “They all know me, and I know them. I always say it’s like I have 1,000 grandparents. Winston Churchill once said, ‘We make a living by what we get, but we make a life by what we give,’ and that statement could not be truer.” A Lawton-area senior enjoying her afternoon at the Center for Creative Living.
Eventually, Lorene was able to raise enough money for a small reserve. Earlier this year, the center’s board of
“Our hard work was paying off. The seniors helped so much. They would have done anything to save the center.” – Lorene Miller, Center for Creative Living
Scholarship and Award Endowments The Lawton Community Foundation administers 11 scholarship endowment funds that provide support for area scholarship programs. Scholarship and award funds are a simple and effective way for donors to make a difference. Below is a list of the scholarship and award funds along with the fund values as of June 30, 2016. Fund
Fund Value at June 30, 2016
Cache School Scholarship Frank Curran Memorial/Lawton Noon Lions Club Scholarship Great Plains - Jim Nisbett Scholarship General Donald R. Keith Memorial Scholarship Fund General Jack N. Merritt Scholarship Oklahoma Arts Institute Scholarship Fund General J.H. Binford Peay III Scholarship Dennis J. Reimer Scholarship U.S. Field Artillery Association Eagle Scholarship General Carl E. Vuono Scholarship Lamont N. Wilson ROTC Scholarship Fund
$ 165,556 140,896 55,158 33,799 22,636 25,972 22,517 28,272 19,914 22,517 26,655
Total
$563,892
Lawton Community Foundation 2016 Annual Report
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The 2016 Lawton Community Foundation scholarship recipients, front row, left to right: Colt Heap, Esmeralda Velasquez, Jasmine Wilson, Jada Austin, Madison Lyda and Alexis Hayes. Back row, left to right: Jadel Higdon, Joshua Harris, Imani Mays, Michael Washington, Jaycee London, Emily Linsky, Alyssa Supernor and Stephanie Martin.
Scholarships Awarded to 14 Lawton Area Scholars In April 2016, the Lawton Community Foundation awarded 14 Lawton area high school seniors with a total of $25,000 in scholarships at the foundation’s annual scholarship breakfast held at Cameron University. The recipients represented seven Lawton-area school districts.
2016 Lawton Community Foundation Scholars Award amount is $1,500. Recipients are selected by the Lawton Community Foundation’s scholarship committee with assistance from high school guidance counselors and a committee at each high school. Joshua Harris - MacArthur High School Alexis Hayes - Eisenhower High School Colt Heap – Frederick High School Emily Linsky – Duncan High School Jaycee London – Elgin High School Madison Lyda – Elgin High School Stephanie Martin – MacArthur High School Alyssa Supernor – Cache High School Esmeralda Velazquez – Altus High School Michael Washington - Eisenhower High School Jasmine Wilson – Eisenhower High School
2016 Frank Curran Memorial/Lawton Noon Lions Club Scholarship Award amount is $1,500 per year for four years. The recipient is selected by the Lawton Community Foundation’s scholarship committee with assistance from high school guidance counselors and a committee at each high school. Jadel Higdon – Chattanooga High School
2016 Lamont N. Wilson ROTC Scholarship The scholarship award was established in 2010 by an anonymous donor and Lamont’s parents to honor 2003 Eisenhower High School graduate Lamont N. Wilson. Lamont enlisted in the U.S. Marines following graduation and was killed in combat while serving in Iraq in 2004. A $1,000 award is presented annually to an ROTC student graduating from Lamont’s alma mater. Jada Austin – Eisenhower High School
2016 Lawton Healthcare Scholarship The scholarship award was established in 2015 to benefit students pursuing study in a healthcare or medical program at Great Plains Technology Center (Lawton Campus). Award amount is $1,500. Imani Mays - Lawton High School
“I’m so grateful for my counselor who informed and encouraged me to apply for this scholarship. Receiving the award gave me the confidence I needed to achieve my dreams. It showed me that hard work does pay off. I am very grateful to the Lawton Community Foundation.” – Esmeralda Velasquez, 2016 Lawton Community Foundation Scholar
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Community Grants The Community Grants program awards grants of up to $5,000 to support projects that will improve the quality of life and provide opportunities for Lawton area citizens. In Fiscal Year 2016, $35,500 in grants were awarded to eight charitable organizations. For more information on our Community Grants program, visit LawtonCF.org. Center for Creative Living Corporation - $5,000 for repairs and maintenance to the building, enabling the center to offer webinars and health and wellness education to senior citizens. City of Lawton - $5,000 for succession planning and training to enhance the professional development of law enforcement officers. Eisenhower High School - $2,000 to support Ignition, a mentoring program that enhances the chance of success and improves the promotion rate of freshmen. Lawton Community Theatre, Inc. - $3,500 to update equipment by purchasing new, wireless microphones. Lawton Family YMCA - $5,000 to support YMCA aquatics safety including equipment for CPR training, an additional automated external defibrillator, four lifeguard stands, an oxygen tank and a chair lift. Operation Homefront Oklahoma - $5,000 to support the Freedom Bunker program that provides help for military families in emergency situations. Teen Court, Inc. - $5,000 to provide educational classes for 125 youth to resolve conflict issues that result in violence in Comanche County. United Way of Southwest Oklahoma - $5,000 to support Success By 6, a program that aims to increase every child’s readiness for school by offering 10 educational programs serving young children and families.
Creating Opportunities for Underserved Children The United Way of Southwest Oklahoma is on a mission to ensure that children in the Lawton community will be healthy and ready to succeed when they start school. Through its Success By 6 educational initiative, the organization offers a variety of programs to promote reading among children age 6 and younger. “All children face barriers when preparing for school, whether they are low-income or not,” said Sarah Head, community collaborations director for the United Way of Southwest Oklahoma. “For low-income families, books are usually not a priority if they are struggling to survive. We want to make sure every child has access to the educational materials they need to prepare for school.” In Fiscal Year 2016, the Lawton Community Foundation awarded a $5,000 grant to support Success By 6 programs, helping to supply books and reading materials to underserved children and families through partnerships with community organizations, child care providers, schools and area hospitals. One Success By 6 program, Raising a Reader, promotes athome reading among families by providing take-home books for pre-K students enrolled in local school districts. “Children with a greater variety of reading material in the home are more creative, imaginative and more proficient in reading,” Sarah Head said. “By helping prepare children for school readiness we are investing in our future and introducing a joy of learning and reading.”
Matching Grants The matching grants program awarded up to $3,200 in matching dollars for up to $5,000 in gifts made to existing endowments at the Lawton Community Foundation. It was required that $2,500 of the $5,000 come from individuals. In Fiscal Year 2016, matching grants totaling $33,600 were awarded to 11 charitable organization endowments. Fort Sill Armed Services YMCA Gene Love Endowment Fund - $3,200 Cache School Education Foundation - $3,200 Artillery OCS Alumni Chapter - $3,200 Greater Lawton Rotary Club - $3,200 Lawton AMBUCS Lou Brox Endowment - $3,200 Lawton Food Bank - $3,200 Lawton Philharmonic Orchestra - $3,200 Bernice Ford Price Library Endowment - $1,600 St. John Lutheran Church Foundation - $3,200 Kathy Bea Holsinger Reese Memorial for the Benefit of St. Paul’s United Methodist Church- $3,200 United States Field Artillery Association Foundation - $3,200 Lawton Community Foundation 2016 Annual Report
“For low-income families, books are usually not a priority.” – Sarah Head, United Way
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GROWING
Philanthropy
non-profit org. u.s. postage paid oklahoma city, ok permit no. 255
The Lawton Community Foundation is an affiliate of the Oklahoma City Community Foundation P.O. Box 6033 • Lawton, OK 73506
An affiliate of the
“Our investment in the Lawton Community Foundation benefits the Museum of the Great Plains in multiple ways. During our last capital campaign, the museum received significant donations from several accounts administered by the foundation. It was a great help!” – Bart McClenny, Museum of the Great Plains
Make a Greater Impact With Your Charitable Giving Based on past investment performance of the Lawton Community Foundation, a $20,000 gift to an endowment in 1999 would be worth more than $24,000 today.* Over the 17-year period, the endowment would have distributed a total of $21,927 in grants, which is more than the amount of the original gift.
1999 | $20,000
$24,373
$20,000 initial gift
* After administrative fees and distributions
Learn how you can leverage investment performance to make a greater impact with your charitable giving at LawtonCF.org. 8
2016 | $46,300
($20,000 initial gift + $4,373 growth)
$21,927
16 years of endowment distributions returned to charity