Lawton
2017 Annual Report
Longtime Lawton Organization
Loves Helping
Students Shine page 8
Dear Donors and Friends,
George Bridges Lawton Community Foundation President
On behalf of the Trustees of the Lawton Community Foundation, I delight in sharing with you the 2017 Annual Report. The Lawton Community Foundation takes pride in facilitating philanthropy throughout southwest Oklahoma. We hope you’ll be captivated by stories of generosity spread by our local charitable organizations, and we hope you’ll witness just how much they are needed throughout this community. These stories validate why the Lawton Community Foundation exists – to offer donors an easy way to support our nonprofits and help their mission endure. Since 1999, the generosity of our donors has allowed us to reinvest more than $4.5 million back into the Lawton area through scholarships, community and matching grants and endowment distributions to charitable organizations. As an affiliate of the Oklahoma City Community Foundation, our endowments are invested together with a general pool. In Fiscal Year 2017, the performance of our pooled investments was 11.08 percent, which is considerably higher than both last year’s performance and that of our peer groups. As of June 30, 2017, the total assets of the Lawton Community Foundation were $8,961,052. This year, the Lawton Community Foundation helped enrich the programs of 19 charitable organizations by awarding $69,100 in grants through our Community Grants and Matching Grants programs. We also awarded $20,000 in scholarships to 10 Lawton-area high school graduates through our Lawton Community Foundation Scholars program. As you read through the highlights of 2017, we hope you are as inspired as we are about the generosity that is shaping our community. As we look forward to 2018, we are excited to see how, by working together, we can continue to make a lasting impact on Lawton and the surrounding area.
Trustees George Bridges, President Lee Baxter Janice Bell Preston Holsinger Michael Mayhall John McArthur Hossein Moini David Towe Nancy B. Anthony Assistant Secretary & Treasurer Gene Love ex officio
If you have questions, please do not hesitate to contact us at 580/353-4747 or visit LawtonCF.org.
George Bridges, DDS President Board of Trustees Lawton Community Foundation
How Can You Support the Lawton Community? It’s Easy
An advised fund is a simple, flexible and tax-efficient way to support your favorite charities! Gifts to an advised fund earns you an immediate tax deduction – even if you haven’t selected which charity you wish to give to just yet. The Lawton Community Foundation has three types of advised funds to choose from, with minimums ranging from $1,000$20,000. Our advised funds offer low, competitive fees, and we provide administrative support to help make charitable giving simple. Advised funds can be established with a gift of cash or other assets such as real estate, appreciated securities, oil and gas royalty interests or a life insurance policy.
Planning for Better Tomorrows
The Lawton Community Foundation ensures your charitable gifts will be used for good and forever. An outright gift to charity provides a one-time benefit, while a gift to a permanent endowment at the Lawton Community Foundation allows the gift to be invested and distributed year after year.
Make the Most of Your IRA Required Minimum Distribution If you are age 70 ½ or older, the IRA Charitable Rollover allows you to make a tax-free gift up to $100,000 per year to your favorite charity! You can use your IRA to support or create an endowment fund for a scholarship or a charitable organization at the Lawton Community Foundation. A gift through your IRA satisfies your required minimum distribution and saves you money on income taxes and potential penalties.
Even if now is not the best time, 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 - Retirement plans
To learn how we can help you support your community, please call 580/353-4747 or visit LawtonCF.org.
Fiscal Year 2017 Investment Performance Pooled Investments as of June 30, 2017
EQUITIES Oklahoma City Community Foundation
Fiscal Year
Three Years
Five Years
10 Years
18.27%
7.73%
12.83%
6.48%
S&P 500
17.90%
9.61%
14.63%
7.18%
Russell 3000
18.51%
9.10%
14.58%
7.26%
MSCI ACWI ex US
21.00%
1.27%
7.70%
1.59%
FIXED INCOME Oklahoma City Community Foundation
-0.10%
1.75%
1.74%
3.92%
Barclays Capital G/C Int
-0.21%
1.73%
1.77%
3.87%
TOTAL RETURN Oklahoma City Community Foundation
11.08%
5.46%
8.37%
5.63%
50% Russell3000/15%MSCI ACWI/ 35% Barclays Capital G/C Int (Note A)
11.98%
5.46%
9.01%
5.50%
65% S&P500/35% Barclays Capital G/C Int (Note B)
11.29%
7.00%
10.09%
6.30%
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.
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Gene Love
Loving Where He Is Gene Love’s service to the U.S. Army relocated the Arkansas native to Lawton in 1961. He admired the friendly southwestern town. The people were caring and had a heart for helping. After retiring from the military, Gene remained in the community he had grown to love and began seeking ways he could help others. When the Lawton Community Foundation was established in 1999, he was already well aware of the power of endowment. Serving in a leadership role for the Armed Services YMCA of Lawton at the time, Gene encouraged the organization to collaborate with the Lawton Community Foundation and establish a fund that offers perpetual financial support. Over the years, Gene’s involvement throughout the Lawton community grew. He has served with more than 20 nonprofits, including a six-year tenure as president of the Lawton Community Foundation where he helped grow the foundation’s funds from $3.5 million to $8 million. “The Lawton Community Foundation provides an easy way for people to give back to their community,” said Gene. “Our local nonprofits diligently work to improve and change the lives of those in our community. By giving to an endowment at the Lawton Community Foundation, donors can support the nonprofits they have a heart for not just today, but for as long as the organization exists.”
Lucky for the Lawton Community Foundation, Gene is more than just a ‘sayer.’ He is also a ‘doer.’ Gene and his wife, Carolyn Anne, established their own fund with the Lawton Community Foundation to help support their most beloved organizations.
“Why do I love Lawton?” Gene asked. “It’s the people more than anything else. Everyone you meet is friendly and outgoing. That’s why it’s important for my family to support this community. It feels like home.” Lawton Community Foundation
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 and Jane Ard Stephen and Nancy Arntz Bank of the Wichitas Bar-S-Foods Maj. Gen. (Ret.) Lee and Theresa Baxter Lt. Col. (Ret.) L.A. Beckman III Michael Bilbrey Bivens Memorial Dianne and Chad Bledsoe Richard and Elaine Boatsman Aaron and Tanja Boyd Glen and Joanne Boyer Darline Bridges Hornbeck Dr. George I. Bridges Leonard and Tanya Case David A. Clement Robert A. and Darcy A. Cline Dennis and Anita Clippinger Lt. Col. (Ret.) Francis and Joanne F. Curran Eddie and Susan Dabney John R. Davis Robert N. and Ruth Dishman Kenneth E. and Pamela A. Easton Daniel P. and Cynthia M. Farrell Darrel B. Fruit Issac Jay and Kimberly A. Furrh Ronald L. and Loree B. Gaines Randall and Marcia Garrett Gilbert C. and Aulena Gibson Greater Kansas City Community Foundation Cameron and Lisa Halbert Robert G. and Jean P. Harbison Robert Hinman Preston and Sandra Holsinger Marilyn Hugon Wayne P. Hunt Randy N. and Eileen M. Jensen Kirk Jessup Michael T. and Carolyn Keith Joann Knecht Frank Howard and Anna Claire Kuchta Lawton Community Theatre Guild Lawton Retail Merchants Association John F. and Jane Kinzer Lewis Stephen and Michelle Livingston Gene and Carolyn Anne Love Terry and Sharon Marsh Karla J. Oty and John M. McArthur
2017 Annual Repor t
The McMahon Foundation Gen. (Ret.) and Mrs. Jack N. Merritt Dennis and Kathleen Meyer Hugh Montgomery Paul Morgan Jack and Ronda Norrell Oklahoma Abstract Co. Johnny Owens Pam & Barry Inc. Gary and G. Lynda Parker Pauls Valley Veterinary Clinic Gen. (Ret.) and Mrs. J. H. Binford Peay III The Pepsi Bottling Group Public Service Company of Oklahoma David and Judy Ragland Red Rock Corral, LLC Reese Chiropractic & Wellness P.C. Gen. (Ret.) and Mrs. Dennis J. Reimer Richard Properties, LLC Salas Urban Cantina Mary Sankaran Rev. Dr. and Mrs. Bill Schneider Mike and Melody Scott Signal Mountain Associates Michael and Jamie Smith Southwest Foodservice Excellence Southwestern Medical Center Vickie Spurgeon Travis H. Tomlinson David Towe Robert M. and Barbara B. Vaughan Gen. (Ret.) and Mrs. Carl E. Vuono Dennis and Sandra K. Ward Lynn and Jeanne Webb Lanny and Florence Wilson Bob and Maurine Wiseman James F. and Jackie R. Wood
Advised Funds
Terry K. Bell Charitable Trust Fund Arnold and Corrine Boyd Family Endowment Fund Virginia Brewczynski Legacy 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
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 offer a convenient way for donors to contribute. As of June 30, 2017, the market value for these endowment funds was more than $3 million and the annual distributions to the organizations exceeded $140,000.
Fund Value
Artillery OCS Alumni Chapter
$
155,252
Distribution $
6,531
Arts for All
51,135
2,544
Association of the U.S. Army (AUSA) Fires Chapter - Lawton-Fort Sill
28,962
1,452
Center for Creative Living
21,046
1,040
Comanche County Memorial Hospital Foundation
105,740
3,671
Crime Stoppers/Drug Busters of Southwest Oklahoma
105,286
5,007
First United Methodist Church Foundation of Lawton
103,620
5,077
Fort Sill Armed Services YMCA Gene Love Endowment Fund
359,661
16,330
Frederick School Enrichment Foundation
22,669
1,137
Friends of Fort Sill
45,263
1,785
Giddy Up ‘N Go
65,184
3,241
Great Plains AMBUCS-Kid’s Zone
20,413
1,031
Great Plains Technology Center Foundation
21,804
1,099
Greater Lawton Rotary Club
104,689
*
Hackberry Flat Foundation
56,521
2,812
Holiday in the Park
24,628
1,172
111,916
4,710
Lawton Community Theatre
31,113
1,550
Lawton Family YMCA
20,144
1,018
126,710
5,264
26,463
1,329
Lawton AMBUCS Lou Brox Endowment
Lawton Food Bank Lawton Friends of the Library Lawton Philharmonic Orchestra
53,881
1,978
521,812
24,743
Museum of the Great Plains
34,429
1,679
On the Chisholm Trail Association Heritage Center
58,633
2,709
Bernice Ford Price Library Endowment
44,863
1,764
Kathy Bea Holsinger Reese Memorial for the benefit of St. Paul’s United Methodist Church
76,596
2,952
Roadback Inc.
24,084
1,201
Southwest Oklahoma Genealogical Society
20,420
1,032
St. John Lutheran Church Foundation
75,071
2,787
Tipton Children’s Home
36,163
1,115
United States Field Artillery Association Foundation
360,867
17,401
United Way of Southwest Oklahoma
375,546
12,408
Western Trail Historical Society
20,929
783
World Christian Broadcasting
25,311
1,085
$3,336,824
$141,437
Lawton Public School Foundation
Totals
*New fund established in Fiscal Year 2017
Lawton Community Foundation
The 2017 Lawton Community Foundation scholarship recipients, front row, left to right: Daezhana Simmonds, Courtney Martin, Kaisen Walker, Elizabeth Godfrey, Sydney Crockett and Kayla Ash. Back row, left to right: Zachary Garrett, Ryan Ard, Zachary Hanna, Louis Jackson, Kai Daniels, Elijah Kirton, Jacob O’Connor and Danielle Lewis
Scholarship Awards In April 2017, the Lawton Community Foundation awarded 14 Lawton area high school seniors with a total of $26,500 in scholarships at the foundation’s annual scholarship breakfast held at Cameron University. The recipients represented seven school districts in Lawton and the surrounding area. 2017 Lawton Community Foundation Scholars
2017 Lamont N. Wilson ROTC Scholarship
Recipients are selected by the Lawton Community Foundation’s scholarship committee with assistance from guidance counselors and a committee at each high school. Students attending Cameron University are offered a matching scholarship from the school. Award amount is $2,000. Ryan Ard – Frederick High School Kayla Ash – Eisenhower High School Kai Daniels – Lawton High School Zachary Garrett – Elgin High School Elizabeth Godfrey – Cache High School Zachary Hanna – Lawton High School Louis Jackson – MacArthur High School Elijah Kirton – Cache High School Courtney Martin – MacArthur High School Daezhana Simmonds – Eisenhower High School
The scholarship award was established in 2010 by the friends and family of Lamont N. Wilson. A 2003 Eisenhower High School graduate, Lamont was killed in combat while serving in Iraq in 2004. The scholarship encourages Eisenhower High School graduating seniors who participate in ROTC. The award amount is $1,000. Jacob O’Connor – Eisenhower High School
2017 Frank Curran Memorial/Lawton Noon Lions Club Scholarship
2017 Benny McReynolds Memorial Scholarship
The scholarship was established by the Lawton Noon Lions Club in memory of longtime member Frank Curran to encourage graduating high school seniors who plan to attend Cameron University. The award amount is $1,500 a year for four years. Danielle Lewis – MacArthur High School
Frederick High School and Western Oklahoma State College graduate Benny McReynolds established this scholarship through a gift in his will in 2010 to encourage Frederick High School graduates who plan to attend Western Oklahoma State College. Award amount is $2,000. Kaisen Walker – Frederick High School
2017 Annual Repor t
2017 Nell Franklin Scholarship The scholarship award was established in 2016 by longtime Lawton resident and Lawton Business Women’s Club member Nell Franklin to encourage females graduating from a Lawton high school who plan to attend Cameron University or Great Plains Technology Center (Lawton campus). Award amount is $2,000. Sydney Crockett – Eisenhower High School
The past presidents of the Lawton Business Women’s Club stand next to their first scholarship recipient, Sydney Crockett.
Lawton Community Foundation
Lawton’s Leading Ladies After the end of World War I, the role of women in the United States began to transform. During the war, women were encouraged to step up and fill business roles abandoned by men who left to fight. On the brink of the new horizon was a fresh, new start for women in the workforce. The year following the war (1919) was a monumental year for the women of our nation. It was the year women gained their right to vote. It was also the year in which the organization now known as the Lawton Business Women’s Club would form and shape the future for females in southwest Oklahoma. Today, the Lawton Business Women’s Club is still helping to improve the lives of working women through advocacy, education and philanthropy. In addition, a spin-off organization, the Lawton Business Women’s Past Presidents Club, was formed to create even more opportunities to empower women in the workforce. A shared mission of both organizations is to mentor and support female college students. In 1974, past president and former member of both organizations Nell Franklin left a gift in her will to support the Lawton Business Women’s Past Presidents Club. With the gift, she left instructions to invest the principal and use the investment distributions to fund a scholarship to help ordinary students graduating from a Lawton high school attend college. The recipient must earn a grade point average above 2.5 and plan to attend either Cameron University or Great Plains Technology Center.
In 2016, the Lawton Business Women’s Past Presidents Club transferred the investment to the Lawton Community Foundation. A year later, they had named their first Nell Franklin Scholarship recipient, Sydney Crockett. “Receiving this scholarship has given me peace of mind because it has lessened the financial burden in my household,” said Sydney, a Lawton High School graduate pursuing an accounting degree at Cameron University. “I no longer feel that I need to completely rely on my parents to pay for college. I can’t thank the Lawton Business Women’s Past Presidents Club enough for lifting the stress from my shoulders. I look up to these women, and hope I represent them well throughout college and in my career!” “Nell loved the Lawton community and wanted to help students earn an education so that they, in turn, could help improve our community, too,” said Beverly Wooley, treasurer and scholarship chair of the Lawton Business Women’s Past Presidents Club. “The Lawton Community Foundation is easy to work with to help make this dream a reality. We don’t have to worry about the administrative duties of the fund, and we still have an influence on who receives the scholarship. It’s perfect.” While the role of women in the workforce has greatly developed with the passing of nearly a century, women of Lawton can rest assured they have a support system helping them succeed.
“I can’t thank the Lawton Business Women’s Past Presidents Club enough for lifting the stress from my shoulders. I look up to these women, and hope I represent them well throughout college and in my career!” - Sydney Crockett 2017 Nell Franklin Scholarship Recipient
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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 2017, $32,875 in grants were awarded to nine charitable organizations. For more information on our Community Grants program, visit LawtonCF.org. CASA of Southwest Oklahoma, Inc. - $5,000 to support child advocacy ensuring children in state custody receive adequate services such as therapy, counseling or preparation for aging out of the system. Center for Creative Living Corporation - $5,000 for building repairs and maintenance, ensuring seniors experience a safe and quality environment. Giddy Up N’ Go - $2,030 to purchase equipment and supplies needed to help children and adults with disabilities safely participate in therapeutic horseback riding. (See page 11.) Girl Scouts of Western Oklahoma, Inc. - $5,000 to educate middle-school girls on unique and girl-specific strategies to deal with bullying.
Lawton Rotary Leadership Institute - $1,850 to support anti-littering campaign in Lawton Public Schools. Roadback, Inc. - $5,000 to purchase new computers and software upgrades to help serve clients more efficiently. 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.
Hearts that Care Volunteer Health Clinic - $1,995 to help offset expense of previously purchased phone system, allowing more funding for pharmacy costs.
Matching Grants The matching grants program offered up to $3,200 in matching dollars for up to $5,000 in gifts made to existing endowments at the Lawton Community Foundation. In Fiscal Year 2017, matching grants totaling $34,560 were awarded to 12 charitable organization endowments. Artillery OCS Alumni Chapter - $3,200
Kathy Bea Holsinger Reese Memorial for the Benefit of St. Paul’s United Methodist Church - $3,200
Bernice Ford Price Library Endowment - $1,600 Lawton AMBUCS Lou Brox Endowment - $3,200 Cache Schools Education Foundation - $3,200 Lawton Food Bank - $3,200 Fort Sill Armed Services YMCA Gene Love Endowment Fund - $1,600 Lawton Philharmonic Orchestra - $3,200 Friends of Ft. Sill - $2,560 St. John Lutheran Church Foundation - $3,200 Greater Lawton Rotary Club - $3,200 United States Field Artillery Association Foundation - $3,200
Lawton Community Foundation
Neigh-borly Care A few of Lawton’s largest locals have been busy improving the lives of some very special citizens in the community. Using a dedicated team of specially trained therapy horses, physical therapists, riding instructors and experienced volunteers, Lawton’s Giddy Up N’ Go offers physical, speech and occupational therapy through therapeutic horseback riding for children and adults with special needs.
In 2000, the organization’s board of directors established a charitable organization endowment at the Lawton Community Foundation. The fund provides annual financial support to allow Giddy Up N’ Go to continue offering services for families like the Kennedys. Throughout the years, Giddy Up N’ Go has received additional support through the Lawton Community Foundation’s Community Grants program, including a $2,000 grant in 2017.
“We’ve been blessed with the services of Giddy Up N’ Go for 14 years now,” said Cheryl Kennedy, whose daughter, Kathleen, benefits “We are so grateful to the Lawton Community Foundation for their from the horses’ therapeutic services. help and support over the years,” said president Nancy Arntz. “Our program has advanced because of the grants we have received. We are truly blessed!”
“The volunteers are supportive and encouraging to our entire family. It’s beautiful to witness how the horses are helping our wheelchair-bound daughter to experience movement and how happy the weekly therapy sessions make her. We love it!”
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Thanks to the support of the Lawton Community Foundation, the gentle giants of Giddy Up N’ Go, paired with a few gracious volunteers, are truly making a difference in the lives of Lawton residents.
Inside How Can You Support the Lawton Community?
The Lawton Community Foundation is an affiliate of the Oklahoma City Community Foundation P.O. Box 6033 • Lawton, OK 73506
non-profit org. u.s. postage paid oklahoma city, ok permit no. 255
3
Donor Spotlight: Gene Love 4 Scholarship Awards
7
Charity Spotlight: Lawton Business Women’s Past Presidents Club 8 Grant Spotlight: Giddy Up N’ Go 11
LawtonCF.org
Why Support the Lawton Area? Whatever your reason may be, the Lawton Community Foundation can help your charitable giving make the most impact in the Lawton area.
“My mother was a very philanthropic person, though the gifts were not always large ones and very often were anonymously given. My husband and I honor her and keep her memory alive by supporting the community she loved so dearly.” - Jane Ard After Jane’s death in 2015, Owen relocated to Colorado, but continues to support the Lawton community through the Katherine D. Lacy Fund.
Owen and Jane Ard Katherine D. Lacy Fund