We love being part of this growing community. With public and private partners working together at every turn, we will continue moving forward.
OCCF is proud to be a place where people—donors and organizations—come together to improve the quality of life for our community. And, we are here for the long-term. While strong investment years allow us to do more, we are also increasing our sustainability to ensure our partners can continue to support our community in years when performance isn’t as strong. Here’s to the good we create together.”
square Trisha Finnegan OCCF PRESIDENT & CEO
Total Gifts Received $38m money-check-dollar-pen
Total Grants Awarded $88m hand-holding-dollar
Community Roots Run Deep:
A Family’s Commitment to Giving Back
More than 130 years ago, Benton Clyde Clark Sr., deboarded the train in Purcell, Indian Territory, without a penny to his name. From the corner of a “five and dime store,” B.C. began fixing watches, and as his reputation grew, so did his business.
In 1929, B.C. Clark Jewelers moved their store north and opened what would become their flagship store in downtown Oklahoma City. Today, the third, fourth and fifth generations
of the Clark family operate three locations throughout the metro. As a local business, the family is deeply invested in supporting the community that has supported them for more than a century.
In 1992, to celebrate the company’s 100 anniversary, the Clark family established an endowment fund at the Oklahoma City Community Foundation. We sat down with Jim Clark to discuss the importance of giving back, their
Sometimes, we find that our smallest contribution may mean the most to a particular charity. It doesn’t always relate to how much you give, it’s how it fits in in relation to their needs.”
square JIM CLARK, DONOR
From
Left to Right: Mitchell Clark, Coleman Clark, Betty Langston Wooldridge, and Jim Clark at their flagship B.C. Clark Jewelers store.
partnership with OCCF and how engaging younger generations plays a prominent role within the Clark family.
Q: We’ve seen so many companies start right here in Oklahoma only to be sold. How has B.C. Clark Jewelers remained a successful family business?
A: The word family is what it’s all about. If you have committed family, it has a far greater chance of surviving. We’ve been fortunate that our family has always been close, and we’ve always had two or three members to keep B.C. Clark Jewelers going in the right direction. It’s those next generations that make the difference.
Q: The Clark family established a permanent endowment fund at OCCF in 1992. Why did you choose OCCF?
A: For a number of reasons. When we first started seriously thinking about doing something in that regard, we were getting ready to celebrate our 100 Anniversary. My dad and I had discussed at great length something significant we could do to celebrate that. We came up with the idea to start a fund at the Oklahoma City Community Foundation and thought it was the appropriate thing to do. The great thing about the Community Foundation is that they’re professionals at what they do. They can grow the funds for you, and they assist you when it’s time to disburse some funds to charities during the year.
Jim Clark assisting a customer in their Downtown store location.
Q: What are some of the advantages you found working with the team at the Community Foundation?
A: Jennifer Stewart has been handling our account for a long, long time, almost 22 years, so we love that. We love longevity, and they’re just so easy to work with. They take direction from us, and they give us direction. They’re the professionals. They know what they are doing and help grow our funds. They just do so much of the work for us, and it’s wonderful the way the Community Foundation handles it.
THE CLARK FAMILY: Creating Impact Through OCCF
• CPR kits for area high schools through the American Heart Association
• A new fork lift for BritVil Community Food Pantry
• Disaster relief efforts
Q: What are some of the causes the Clark family is passionate about supporting throughout the metro?
A: Well, there is a long list and that’s one of the nice things about OCCF. Every year we have maybe a couple that we give to consistently, but we try to find new nonprofits to support and good causes to contribute to. Sometimes, we find that our smallest contribution may mean the most to a particular charity. It doesn’t always relate to how much you give, it’s how it fits in in relation to their needs.
Q: How do you involve different family members with your family’s philanthropy, and how have things shifted with how you advise the fund since it was established?
A: I wouldn’t say it’s shifted a whole lot, but we do try to keep finding new ways to contribute. We have a committee that’s comprised of my two sons, myself and my cousin, Betty Wooldridge. She is very tuned into the charitable community, and she comes up with several great ideas. And, as the fifth generation gets older, we’ll work them into those decisions as well.
Q: Supporting the community seems to play an important role in the Clark family. How have you instilled the idea of giving back from one generation to the next?
A: We do it by example more than anything. Our families are pretty close, and so we do a lot of things together. We talk about things that we think are important in life. One of our aims is to make sure that we instill that notion of respect and dependability, and we are conscientious of the needs in the community. We’ve gotten so much from the community ourselves, and we feel we really owe it a lot, so we make sure our family knows how important it is to give back. We pass it on from father to daughter, from mother to son.
Investing in Our Community
Community Grants
We make the biggest impact when we join together to address important issues. Our community grant programs make it simple for any individual, family or organization to support dozens of local nonprofits that are meeting needs and elevating our community. In FY24, OCCF and our donors provided funding for:
• Children
• Culture & Community
• Health Care
• Older Adults
Learn more about each grant at: occf.org/grants.
• Parks & Public Spaces
circle-dollar-to-slot
Impact numbers reflect outcomes from competitive grant programs administered by OCCF to nonprofits directly supporting individuals.
FY20 $1.3m Community Grants Awarded
FY22 $6.1m
1K+ Scholarship Awards
10 seal NEW! New Scholarship Endowment Funds Received Grants Out of 77 Oklahoma Counties: Received Scholarships
Ainsworth Family Scholarship Fund
Holly Glover Life Well-Lived Scholarship Fund
Norman and Frances Boone Memorial Scholarship Fund
Prague Agricultural Scholarship Fund
Steven C. Agee Community Foundation Scholarship Fund
Terry Simmons Memorial Scholarship Fund
Victor V. Hakala Scholarship Fund
Cleo and Lucille Craig Scholarship Fund
CYA Franklin Scholarship Fund
Lawton Kiwanis Foundation Scholarship Fund
$4.5m
Scholarships Awarded
FY24
$4.1m FY23
$3.4m FY22
$2.7m FY21
$2.5m FY20
Scholarships
Our generous donors have made us the state’s largest independent scholarship provider, awarding more than $4.5 million each year to support:
• Graduating Seniors and College Students
• First-Generation Students
• Career and Technical Students
• Adult Learners
• Workforce Development
Regional Impact
OCCF and our donors partner in innovative and impactful ways to expand our reach and create lasting, transformative change in the following areas:
• Foster Care & Criminal/Juvenile Justice
• Rural Classrooms & Communities
• Jewish Education, Culture & Heritage
• Individuals with Development Disabilities
• Hospice & Palliative Care
Transforming Lives: It’s Why We’re Here
Hope, kindness and community. It’s palpable when you set foot inside Neighborhood Service Organization’s Carolyn Williams Center. For young men 18-23 who have been unhoused or living in foster care and may not have always felt that support, it’s a massive step toward the future they so eagerly seek.
Four months ago, when Zach Morley moved into this safe space, he wasn’t entirely sure what to expect. An anonymous donor had recently stepped up and pledged $1.7 million over three years to update the dorm-like community and expand capacity, so it was amid renovations that he entered and found a home among the chaos.
Zach Morley visits with NSO’s Cassandra Pittman in his dorm at NSO’s Carolyn Williams Center.
“The people here are so kind. I love hanging around the office and learning from them,” Zach said. “They’re easy to talk to and have helped me learn things like how to do laundry and my finances–
I’m not great at that yet. They’re helping me with basics right now so I can find stability, that way I can be successful in the long run.”
The dorm-like setting provides a safe, stable environment for up to two years for young men like Zach between the ages of 18 and 23 who have aged out of foster care or were previously unhoused. Working closely alongside these young men, the staff helps them set goals, learn life skills, apply for jobs and prepare for the future.
“Zach is a phenomenal client,” said Robert Lopez, Carolyn William Center’s case worker. “He brings such a sense of community to the group. He invites the other guys to join and encourages them to get a job and go to work. The advice he gives to the other guys is really good, and he’s so humble about it all. I’m just so proud of him and what he’s doing.”
Inspired by the wholistic approach of the center and the impact it has on the lives of young men like Zach, OCCF donor Paul Milburn took a keen interest
Zach trains regularly with Robert Lopez, NSO’s Carolyn Williams Center
case worker.
Zach is a phenomenal client. He invites the other guys to join and get a job and go to work. I’m just so proud of him and what he’s doing.”
square ROBERT LOPEZ CASE WORKER
their work. Though he died in 2016, the Paul Milburn Gift Fund at OCCF has provided continued support, investing in a job readiness center, renovating the offices and updating the teaching kitchen.
One
of the dental students here helped me figure out exactly what I needed, and I couldn’t be happier with the results. I tell everyone about NSO.”
square
ANNA ASBELL NSO DENTAL CLIENT
“Mr. Milburn and OCCF have been steadfast partners for us,” said Stacey Ninness, NSO’s President & CEO.
“Mr. Milburn helped us develop the gift acceptance
policy we use today, and grants from OCCF have really catapulted our impact and relationships with donors to a new level.”
In 1982, NSO established a nonprofit endowment fund at OCCF. For more than 40 years, they have strategically partnered with OCCF and its donors to cultivate and grow that fund through outright and matching grants, which have enabled them to provide vital services such as dental care, prenatal assistance and nutrition, and housing programs. These initiatives have had a significant impact on the lives of young men, mothers with children, and adults with mental illnesses, providing them with a helping hand and a chance to rebuild their lives.
Anna Asbell receives services from NSO’s low-cost, full-service dental clinic. Also pictured: Stacey Ninness, NSO’s President & CEO and NSO dentist Dr. Ha Nguyen.
Last year, two of OCCF’s community grant programs awarded NSO a total of $65,000, which joined with donations from numerous OCCF donors to support their low-cost dental clinic, a cornerstone of their programming. NSO’s dental clinic began as a single chair tucked in the corner of a gymnasium 54 years ago and quickly grew. In 2023, their full-service clinic performed more than 11,700 procedures for
1,600 patients and extended their hours to five days a week to accommodate more patients.
Two and a half years ago, Anna Asbell became one of those patients. Growing up in a small town in Missouri, dental care was not a priority. The town had one dentist who was so busy that when a problem arose, it was often easier to pull the tooth than treat it. For more than 30 years, Anna lived with teeth just at the front of her mouth, until one day a client of hers told her about NSO.
“NSO changed my life,” Anna said. “I used to have to pick and choose what to eat because I didn’t have the teeth to chew. One of the dental students
here helped me figure out exactly what I needed, and I couldn’t be happier with the results. I tell everyone about NSO.”
“Being able to help people like Anna and Zach and make such a significant impact on their lives is why we’re here,” Stacey said. “It’s a collective effort. It takes all of us — from the smallest gifts
to the largest — to make that impact, and it’s why sustainable funding like our endowment fund at OCCF is so important.”
Mr. Milburn and OCCF have been steadfast partners and grants from OCCF have really catapulted our impact and relationships with donors to a new level.”
square STACEY NINNESS
NSO PRESIDENT & CEO
Stacey Ninness, NSO President & CEO
Sustainable, Reliable Support
For more than 50 years, OCCF’s Nonprofit Endowment Program has partnered with individuals, families and businesses to provide sustainable funds so our nonprofit partners can focus on the mission at hand.
• Learn about our endowed nonprofit partners, support their endowments and explore more at nonprofits.occf.org.
• Make your gift go further with matching grants matches.occf.org.
• Special thanks to the Kirkpatrick Family Fund for inspiring nearly $3M in gifts by offering matches.
• Nonprofit partners, we can help you accept all kinds of gifts from real estate and securities to retirement plan assets, life insurance and even cryptocurrency.
Nonprofit Endowments building-user
ENDOWMENT PROGRAM STATS
$13.4m FY24
$12.3m FY23
$10.8m FY22
FY24 Breakdown
New Designated Endowment Funds 18 seal NEW! $1.1m Matching Dollars Awarded in FY24 New Endowment Funds seal NEW! 10
New Nonprofit Endowment Funds in FY24
• indicates a designated fund established under an existing nonprofit endowment
5207 Western Foundation Endowment
Bethany Public School Foundation Endowment
Capitol Hill High School Alumni Hall of Fame Association Endowment
Children’s Medical Research Inc.
• Barbara Bonner PhD - Child Abuse and Neglect Endowed Fund
• Blake Shelton Endowed Research - Pediatric Oncology Fund
• Brandon Weeden Endowed Chair - Pediatric Cardiac Surgery Fund
• Disordered Eating Endowed Fund
• Marilyn Escobedo MD Research Program - Lecture Neonatology Fund
• Paul and Ann Milburn Endowed Lecture - Disordered Eating Fund
• Shaaf Family Endowed Research Program - Genetic Counseling Fund
Sisu Youth Services
Edmond Public Schools Foundation
• Leadership Excellence Award Fund
• Teacher of the Year Fund Fight for the Forgotten Endowment
Friends of the Oklahoma Arts Council Endowment
Oklahoma City University Law School
Scissortail Park Foundation
McLoud School Foundation
• Janice Stotts Memorial Scholarship Fund
Moore High School Alumni Association
• Mari Cook Medley Scholarship Fund
Norman High Band Association Endowment
Oklahoma Contemporary Arts Center
• First Encounters Endowment
Westview Boys Home
Oklahoma City University Law School
• Ashley L. Altshuler Memorial Criminal Justice
Scholarship Fund
Oklahoma Energy Football Club Endowment
Oklahoma Philharmonic Society
Affiliated
• Steven C. Agee Discovery Series Endowment
Oklahoma State University
• Daybreak Fund
Overholser Mansion
• Bill Gumerson Fund
Rookie League Foundation
Scissortail Park Foundation
• Mitchell’s Shade Endowment Fund
Westview Boys Home
• Ralph Pickle Endowment Fund
Student Leads the Way, Creating Opportunities
There’s something idyllic about small town life –escaping the hustle and bustle of the city for a tight-knit community where everyone knows their neighors and bands together for the betterment of all. It’s why so many television shows find root in the world of small towns. The colors may be brighter
and characters bigger on TV, but there’s a certain element of truth behind it all.
Perry, Oklahoma, and its small-town charm is a prime example, and Aubrey McVicker-Adkins could easily play the lead with her eager spirit and youthful ambition. Growing up, she threw herself into
community events, sports and school activities, embracing all that Perry had to offer. But living in a small town has its drawbacks – ones Aubrey faced head-on.
that doesn’t stop with the normal day. It goes deep into education,” Aubrey said. “I wanted to make sure everyone in Perry had the opportunity to take the classes that could prepare them to take the next steps and weren’t hindered by the cost.”
I wanted to make sure everyone in Perry had the opportunity to take the classes that could prepare them to take the next steps and weren’t hindered by the cost.”
square
AUBREY MCVICKER-ADKINS
2024 PERRY HIGH SCHOOL GRADUATE
As Aubrey was preparing for her senior year, she wanted more college preparatory courses. As a small school, advanced placement classes were limited to junior year. Beyond that, students must take concurrent enrollment courses at Northern Oklahoma College for a hefty fee.
“I’ve always believed equality is important, and
Fortunately for Aubrey, there was a likeminded Perry resident who came generations before her. Ditch Witch founder, Ed Malzahn, and his wife, Mary, established the Malzahn Family Fund at OCCF more than 30 years ago with one goal in mind – helping Perry thrive. Today, under OCCF’s management, the fund is funneling millions of
dollars into the Perry community each year to improve its schools, support community organizations and provide scholarships.
Aubrey featured on Perry High School website in May 2024, honoring the 2024 Valedictorians.
camera Credit: perry.k12.ok.us
Having seen the effect the Malzahn family has had on the community, Aubrey set to work seeking an opportunity for equal education for herself and her fellow students. With the support of her school counselor and principal, Aubrey put together a grant application to cover the enrollment fee for all Perry students for the 2023-24 academic year – a total of $63,396.
As the school year began in August, Aubrey received the exciting news that her grant had been approved, covering all fees for each one of the 45 juniors and seniors enrolled in concurrent classes and launching her into a banner senior year. She threw herself into all things high school from cheerleading to student council and more, topping it off with being named class valedictorian.
During her senior year, Aubrey applied for OCCF scholarships. Aubrey’s
community leadership shone through on her application, and she became one of 10 students honored with the $5,000 Malzahn Family Scholarship through OCCF.
“It was actually one of our volunteer scholarship reviewers who first noticed Aubrey’s application,” said Jess Schwager, OCCF’s Director of Scholarship Programs. “Her passion for her hometown and aspirations for higher education were apparent on her scholarship application.
She’s exactly the type of student the Malzahns were hoping to provide opportunities for when they established their scholarship. She’s bright, ambitious and excited to see what the world has to offer.”
Aubrey studies at Perry High School.
This fall, as Aubrey steps foot on the University of Oklahoma’s campus to begin her freshman year, a whole new world lies ahead of her. A world filled with learning about herself, her new community and the world outside of small towns.
“Working with OCCF and my school on this grant has really given me perspective on what it takes to make a change,” Aubrey said. “I’m excited to be a Malzahn Scholarship recipient and represent what that means as I start school in Norman. I want to get involved and be in a community where I can continue to make a difference.”
Our Donors
Impact
OCCF brings people together who want to invest in our community and the people who live here. You make everything we do possible. Together, we strive to have the greatest impact on our community in areas such as:
• Nonprofit Sustainability
• Educational Opportunities for Students
• Pressing Community Needs
Local & Effective
We are locally based and care deeply about our community. Our staff’s in-depth knowledge of our community as well as the many ways to give make it easy for you to invest in the community.
Personalized Service
We provide high quality service and customized resources at an excellent value so you can focus on your charitable goals.
Mari Cook Medley
Cynda & Larry Ottoway Donna Nigh
Donors
Donors who gave $1,000 or more from July 1, 2023 – June 30, 2024.
A45th Infantry Divis ion Museum
Acorn Growth Companies LLC
Action Fire Protection LLC
Advanced Body Imaging LLC
Dr. Steven C. Agee
David & Tamara Ainsworth
Leigh Ann & Paul W. Albers
Allied Arts of Okl ahoma Inc.
Jerriann Altshuler
American Diabetes A ssociation
Harol d Anderson
Nancy & Bob Anthony
Tyler Armstrong
Arnall Family Foundation
Arvest Foundation
Association of Fundraising Professionals (AFP)
BTroy & Diane M. Baker
Bank of Oklahoma
John H. Barghols
Ed Barth
Richard & Leah Beale
Philip Beard
William M. Beard & Lu Beard
1988 Charit able Trust
Dr. David Behm
Tom D. Berry
Bethany Public Schools Foundation
Tommy Biggers
Deanne & Bill Bishop Jr.
Scott & Dy ana Bishop
Blake & Chel sea Bixler
Dr. Rebecca Blackstock
Tom Blanton
Jeff & Lori Blumenthal
John Bode
John Boone
Steve J. & Karl a S. Boone
Betty Jean Brannan
Jo Ann Brannan
Estate of Dierk Breshears
Bridges of Norman
Steve & Kim Bruno
Cathy Buchwald
Melanie & John Burns
CC3 C apital LLC
Arlene Cain
Mary Ann Gilmore Caffrey
Mike Cantrell
Daniel Cappello
Carmichael Foundation
Joe & Lori Carter
Cas ady School
Catalyst Behavioral Services
Catholic Charities of the Archdiocese of Okl ahoma City
CC Environmental LLC
Center of Family Love
Central Oklahoma Association for the Deaf & Hard of Hearing
Child Care Inc.
Children’s Health Foundation
Choctaw Parks Foundation Inc.
Christian Heritage Academy
Church & Dwight Co. Inc.
B.C. Clark Jewelers Inc.
Mel & K aren Clark
Robert H. & Sody M. Clements
Judge Nancy Coats-Ashley
Ross & Martha Coe
Sam & Rita Combs
Community Health Centers Inc.
Community Impact Development
Kenneth R. & Manda S. Conklin
Consumer Credit Counseling Service of Central Oklahoma
Teresa Cooper
Cox Communications Inc.
John S. Crain
Cravin’ Flight Memorial Golf Tournament
John Cresap
Wil liam Cress
Cristo Rey Oklahoma City Catholic High School
Criswell Funeral Home Inc.
Michael & S ara Crooks
We celebrate every gift, big and small.
Sherry & Joe Cros thwait Jr.
Chris & Cheryl Curtis
Dale K. Graham Veterans Foundation
David Stanley Chev rolet Inc.
Jered Davidson
Davis Farms
Lawrence & Ronna Davis
Rita & Al Dearmon
Debbie J. Morgan Memorial Scholarship Fund
Deer Creek Schools Foundation
Karen Randle tt Delaney
Rowl and Denman
Denny Price Family YMCA of Enid, Okl ahoma Inc.
James S. Denton
Department of Human Services for the State of Oklahoma
Devon Energy Corporation
John Paul Dick & Alison H.
Naifeh Dick
Hung & Ly Do
Down Syndrome Association of Central Oklahoma
Jennifer Dugan
Duncan Oil Properties Inc.
Martha Dyer
E
EARC Inc.
Edmond Public Schools Foundation Inc.
Cynthia M. Edwards
Michael Egar & Phyl lis Hibdon
Lloyd & Glenda Eisenhour
El Reno Blessing Baskets
El Reno Public School Foundation
Jeanette & Rand Elliott
Emanuel Hebrew Cemetery A ssociation
Emanuel Synagogue
Gerald Emmerich
Evangelistic Baptist Church of Christ
Blake S. & Ashley Evans
Keith Evans
FFactor 110 Events
Fairlawn Cemetery A ssociation
Oscar & C ara Falcon
James Farley
Roger Farrell & Trish Horn
Mr. Richard L. Farris
Ken & Mary Ann Fergeson
David & Kelly Feroli
Martha Ferretti
Fight for the Forgotten
David Finer
Trisha Finnegan & Dary n Demeritt
First Serve OKC Foundation
Flogistix LP
Michael Freeman
Mr. Dennis R. Freie
Friends of Libraries in Oklahoma
Friends of the Mustang Public Library
Friends of the Norman Public Library
Fred & Ann R. Fulmer
John W. & Marsha R. Funk
Jeanette L. Gamba
Jack P. & Kristi L. Gilchrist
Rhonda & Ste ven Godwin
Victor Goetz
Brian & Christy Gordon
Chris & Dana Gordon
David W. Gorham
GP Victim Impact Panel LLC
Michael S. & Gail L. Grady
Kelly & Amy Gray
Andrew & Judi Gregory
Kathryn & John J. Griffin III
Barb Grimes
Tim & Micke y Haddican
Estate of Vic tor Hakala
Harvey Hampton
Brent Hart
Harvey Sales
James W. & Ely se Hatcher
Janice Haunschild
LeeAnn McNaughton Hayes
HC Construction Holding/Home Creations Inc.
Hearts f or Hearing
Craig Heffington
Arno & Lisa Heise
Randy & Shelly Hellbusch
Molly & Geoff Helm
Hemphill Family
Durward V. & Caroline Hendee
Heritage Hall School
Heritage Hall Student Activity
John & Julie Higginbotham
Chick & Yvonne Hilgenberg
Charit able Trust
Mark & Linda Hill
Candace & Britton Hobbs
Joe & Marc ia Hogsett
HomeTown Bank c/o
Els ie Worthen
Hope Center of Edmond
David Horton
Vicki & Bob Howard
Phyl lis Howell
Rose Hoyt-Steele
Karen & John Hudgens
David & Lezlie Hudiburg
Leslie & Cliff Hudson
David & Lucinda Huffman
Le xy Huffman
Kelley Hughes Kelly
I
Imhoff Garage Doors LLC
Gene R. & Su zy Q. Imke
Impact Okl ahoma Inc.
Integris Emergency Hospital LLC
Integris-James L. Hall Center for Mind, Body and Spirit
JJames For OKC 2023
Omar & Karen Janjua
Jazz in June Inc.
John Jewell
Jewish Federation of Greater Okl ahoma City
Charles B. & Sharon Johnson
Scott & Carol Johnson
Kristi & Jay Johnston
Ann Johnstone
Jackie L. Jones & Charles Cash
KOnur & Sezin Kadioglu
B. Dan Kamp
Kate Family Foundation
KCSC Classical Radio Foundation
Christ ian Keesee
Chr is Kennedy
Sallie Kennedy
John A. & Jane F. Kenney
Kimray Inc.
Dr. Edith G. King
Ms. Kathryn K. Kinstle
Amy Kirby
Gay Kirby
Percy J. & Becky Kirk
Kirkpatrick Bank
Jeffre y D. Knipe
Tom H. Knott
Dr. Wil liam Kolar
Brad & Rob in Krieger
LLadies Music Club Of Okl ahoma City
Julie & Steve LaFollette
Legal Aid Services Of Okl ahoma Inc.
Dr. Joe C. Leonard
Dr. Amanda Levine
Lily field Inc.
Linwood Early Learning Center
Cathy S. Lippard
Mike & Jane Lodes
Lomega Education Academic Foundat ion (LEAF)
Sharon Lookabaugh
Dave & Stacy Lopez
Love’s Travel Stops & Country Stores
MEstate of Lucille Mackoske
Patricia E. Mahoney & Paul Middleton
Herb & Mar ynm Martin
Steve Mason
Kent A. Mauk
Mrs. Shel ley Maxted
Heather Mayes
Mayflower Congregational Church
McAlester Scottish Rite
Charitable and Educational Foundation
McAlester Scottish Rite-Temple
Restor ation Fund
Greg & Robin McAlister
John & Penny McCaleb
Donna & Robert McCampbell
Mark & Stac y McDaniel
Merlin R . McDonald
McGee Foundation Inc.
William B. & Juliana L . McIntosh
Beth McLaughlin
McLaughlin Gen3
Jean E. McLaughlin
Rob & Chrissy McLaughlin
Tim & Liz McLaughlin
McLoud School Foundation
John McMillin
Estate of Janet McNutt
Ms. Billi K. Meacham
Mari Cook Medley
Mental Health Association Oklahoma
Mary Ellen Meredith
Cindy Merrick
Harry & Hedra Merson
Barbara J. Messenbaugh
Mesta Park Neighborhood A ssociation
Metro Technology Centers Foundation Inc.
Ballard Miller Foundation
Henderson I. & Barbara K. Miller
Chris & Laura Mitchel
MLSOK Inc.
Mobile Meals of El Reno
Rodd & Dona Moesel
Moore High School Alumni Association Inc.
V icki Moore
Steve & Kim Morey
David & Sarah Morgan
Kenyon Morgan
Morgan Stanley Smith Barney LLC
Robert Morris Jr.
Estate of Leo & Kay Morrison
Lisa Loosen & Greg Mullen
N
Neighborhood Services Organiz ation Inc.
Stephanie Nievar
Norman High Band A ssociation
North C are Center
Mar ilyn North
Michael R. North
Walter & Virginia Nowacki
OPaul B. Odom III
OK Environmental Crime Investigators A ssociation
OK Kidz Char ities Inc.
OK Lions Meadows of Hope
OKC Northwest Lions Club
Oklahoma Academy of Physician Associates
Oklahoma Art League
Oklahoma Blood Institute
Oklahoma Caring Foundation Inc.
Oklahoma Center for Nonprofits
Oklahoma City Firefighters Assoc.
Oklahoma City Golf & Country Club
Oklahoma City Metropolitan Association of REALTORS
Oklahoma City Parks and Trails Foundation
Oklahoma City Philharmonic
Oklahoma Energy Trails Foundation
Oklahoma Engineering Foundation Inc.
Oklahoma Family Network
Oklahoma FFA Foundation
Oklahoma Genealogic al Society
Oklahoma Military Hall of Fame Foundation
Oklahoma Museums A ssociation
Oklahoma Physical Therapy Foundation
Oklahoma Railway Museum
Oklahoma School of Science and Mathematics Foundation
Oklahoma Single Parent Scholarship Program
Oklahoma Society, Daughters of the American Revolution
Oklahoma Society, Daughters of the American Revolution Ardmore
Oklahoma State Board of Architecture
Oklahoma State Board of Licensure for Professional Engineers and Land Surveyors
Oklahoma State Firefighters Museum
Oklahomans for Special Librar y Services
Oklahoma’s International Bluegrass Fes tival Inc.
Ms. Melinda Olbert
Olive Hill Cemetery Association Inc.
One Gas Foundation Inc.
Richard Opdyke
Estate of John Orr
OSFA Women’s Auxiliary
Cynda & Lar ry Ottaway
Ginger Pearson
Raina & Stan Pelofsky
Petroleum Club of Oklahoma City Inc.
Photographic Society of America
Dr. Lor i Pickrell
Liz Picone
Pivot Inc.
Jus tin Porter
Pottawatomie County
Historic al Society
Lee & Mir iam Powell
Preservation Okl ahoma Inc.
Martin & Rachel Proper
Darlene Parman
Partners In Public Health Inc.
Dilip C. & V ibha Patel
Piyush & Lisa Patel
William G. Paul
Quail Creek Bank
RGeorge J. Records
Red Rocker LLC
Kenne th R. Rees
Virginia Reid
Richison Family Foundation
Cdr. John D. & Cheryl T. Rickards
Ruthie Riggs
RNR Custom Wheels & Tires
Robert & Bettina Roberts
Rookie League Foundation
Rev. David & Anna-Faye Rose
Leonard & D iane Rubin
RunSignup
SBob & Mary Kay Samis
Scapes Inc.
Steven R. & Elizabeth A. Schatz
Daniel H. Schmid
Pat & Fred Schonwald Jr.
Dr. Elliott R. Schwartz & Pamel a Shanklin
Scissortail Park Foundation
Brook & P aula Scott
Judith Sear
Shell USA Company Foundation
Robert & Virginia Sherrer
Ilea Shutler
Neal & Jennifer Simon
Linda Simonton
Shirley Skalovsky
Skyline Urban Ministry
Steve & Linda Slawson
Smile for a Child Foundation
Patsy & Carrol l J. Smith
Roy Smith
Toni & Ken Snow
Blake & Janie Sonobe
Southwest Park and Recreation
Training Institute
Spanish Cove Retirement
St. John Christian Heritage
Academy/Waltine Lynette
Jackson Fund
St angl Farms
Helen Stone
Daniel Straughan
Stroud Safety
Sunbeam Family Services
Superior Construction Management
Jane E. & David L. Sutter
TMarilyn Taylor
TFG-GC LLC
TFG-KM LLC
TFG-SH LLC
The C ARE Center
The Children’s Hospital Volunteers
Roy E. & Darlene Y. Thornton
Tinker Federal Credit Union Foundation Inc.
Jeff & Debbie Tr achtenberg
Larry & Mary Tr achtenberg
Trinity Legal Clinic of Oklahoma
Pam Troup
T-Stone LLC
Tyler Family
UUnited National Indian Tribal Youth Inc. (UNITY)
United Way of Central Oklahoma
Untitled Art space Inc.
US Flee t Tracking
VValley View Foundation Inc.
WJames & Catherine Waldo
John & Marsha Waldo
Joseph & Elizabet h B. Waner
Kent Ward & A sma Saleem
Ron & Cindy Ward
Glen & Sandra Warren
Ronald E. Wasson
Impact in action, doing more together.
Waste Connec tions Inc.
Water4
Dr. Maril Weber
Carmalieta & Dan Wells
Westmins ter School
Larry & Leah We stmoreland
Westview Boys’ Home
Linda Whaley
Jane F. Wheeler
Patr icia White
Will Rogers Air National Guard Retiree A ssoc. Inc.
Amber Williams
Wings Special Needs Community
Women of AT&T Inc., Oklahoma City Chapter
Paul Woods
Betty L. Wooldridge
Paul S. & Conna D. Woolsey
World Neighbors
Allen & Jacque Wright
Carol Wright
Judy Wyatt
Rockie & Julie Yardley
Ann Boulton & Joseph H. Young
Carolyn T. Zachritz
Paul P. Zanowiak Charitable Fund
Joe Zarella & Mary Blaess
I n Memoriam
This year, we lost a number of people who cared and invested in our communities. We are honored to have known them and carry on their commitment to bettering our community.
Financials & Our People
FY24: JULY 1, 2023 – JUNE 30, 2024*
Total Gifts Received $88m $38m money-check-dollar-pen hand-holding-dollar
* The numbers listed are a snapshot of OCCF’s unaudited financials as reported to the Board of Trustees on Aug. 15, 2024. Our annual independent audit report and the related audited consolidated financial statement with footnotes will be available on our website, occf.org on Nov. 30, 2024.
Investment Performance
* 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.
For more information on our investment policies, visit occf.org/investment.
Investment Committee:
FY24
Oversees investment management and selects investment managers.
Shelley Maxted, Chair
Mike Collison
Dr. Russell Evans
Dr. James Ma
Dr. Ken Miller
Dav id Stanley
Charles Wiggin
Christian Keesee, ex officio
Steven C. Davis, ex officio
Paul Dudman, ex officio
Mark W. Funke, ex officio
Kirkland Hall, ex officio
OCCF staff volunteering at Citizens Caring for Children.
Our Team
Trisha Finnegan
President & CEO
Christina Adcox CFRE
Chief Operating Officer
Karla Banks
Donor Services Associate
Lauren Barnes
Senior Communications Associate
Andrea Barry CPA Financial Analyst
Madeline Bennett
Development Associate
Patti Biera
Senior Programs Specialist
Kaleb Brown Communications Specialist
Lindsay Cates Director of Community Programs
Julie Dais CAP ® Director of Gift Planning
Megan Davis J.D. Director of Gift Planning
John Derby IT Helpdesk Technician
Joshua Dunbar Donor Services Manager
Rick Fernandez
Scholarship Programs Manager
Emily Fields Archivist
Lanc Gross Parks Programs Manager
Gregg Koehn CPA Controller
Michelle Kusselson Community Programs Manager
Lindsay Laird
Vice President of Philanthropic Services
Shree Ledford
Philanthropic Services Process Manager
Cathy Lippard CPA Vice President of Fund Management
