LAWTON GERONIMO ELGIN FORT SILL CACHE FREDERICK ENDOWMENT GRANTS SCHOLARSHIPS COMMUNITY SERVICES FAMILIES ORGANIZATIONS EDUCATION LITERACY SUPPORT CARE INVESTMENT IMPACT DONOR LAWTON GERONIMO ELGIN FORT SILL CACHE FREDERICK ENDOWMENT GRANTS SCHOLARSHIPS COMMUNITY SERVICES FAMILIES ORGANIZATIONS EDUCATION LITERACY SUPPORT 2018 ANNUAL REPORT CARE INVESTMENT IMPACT DONOR LAWTON GERONIMO ELGIN FORT SILL CACHE FREDERICK ENDOWMENT GRANTS SCHOLARSHIPS COMMUNITY SERVICES FAMILIES ORGANIZATIONS An Affiliate of the
OUR IMPACT Y
$80,025
in grants awarded in FY2018.
$5.1 million
in grants awarded since 1999. George Bridges, President Lawton Community Foundation
$4.4 million DEAR FRIENDS, market value of charitable organization endowment funds administered through the Lawton Community Foundation.
$ $184,761
awarded in annual distributions to 37 organizations serving the Lawton area.
$705,754 gifted by donors to Lawton Community Foundation funds in FY2018.
$24,500
in scholarships awarded to 13 Lawton-area high school graduates.
$300,000
in scholarships awarded since 1999.
It is always a joy to present you with the stories of charity our community shares every year. Miriam Beard once said the “results of philanthropy are always beyond calculation.” My friends, no calculation can compare to the overwhelming joy I feel when I hear that a once-struggling charitable organization in our community can continue doing good because of the receipt of a charitable gift. Or that the family of a small child can put food on the table every night because of a nonprofit. The good work that takes place throughout our community doesn’t just happen, though. It takes the hard work of a dedicated charitable organization director. It takes countless volunteers spending countless hours ensuring their favorite charities can carry out a mission. It takes the generosity of Lawton-area residents who are passionate about helping their neighbors and building their community. This annual report is a reminder of how hard our community works to take care of each other. Friends, thank you for your support this year. We wouldn’t be able to do what we do without you.
George Bridges
Trustees George Bridges, President
Preston Holsinger
(Through June 30, 2018)
Michael Mayhall
David Towe, President
John McArthur
(As of July 1, 2018)
Hossein Moini
Lee Baxter Janice Bell Brent Copeland (Term began July 1, 2018)
2
David Towe Nancy B. Anthony Assistant Secretary & Treasurer Gene Love ex officio LAWTON COMMUNITY FOUNDATION
LAWTON GERONIMO ELGIN FORT SILL CACHE FREDERICK ENDOWMENT GRANTS SCHOLARSHIPS COMMUNITY SERVICES FAMILIES ORGANIZATIONS HOW CAN YOU SUPPORT THE LAWTON COMMUNITY? EDUCATION LITERACY SUPPORT CARE INVESTMENT IMPACT DONOR It’s Easy.
An advised fund is a simple, flexible and tax-efficient way to support your favorite charities – especially with the recent increase in the standard deduction. Under the new tax law, many donors are using advised funds to maximize their charitable deductions by “bundling” charitable gifts for several years into one calendar year to exceed the standard deduction. Donors can then use the advised fund to support their favorite charitable causes over several years. 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 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, stocks and bonds, oil and gas royalty interests or a life insurance policy.
A Gift That Keeps on Giving 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 that same charity’s 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 to support or create a charitable organization endowment or scholarship fund at the Lawton Community Foundation! A gift from your IRA satisfies your required minimum distribution and saves you money on income taxes and potential penalties.
Planning for the Future 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 Assets - 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.
LAWTON GERONIMO ELGIN FORT SILL CACHE FREDERICK ENDOWMENT GRANTS SCHOLARSHIPS COMMUNITY SERVICES FAMILIES ORGANIZATIONS FISCAL YEAR 2018 INVESTMENT PERFORMANCE EDUCATION LITERACY SUPPORT CARE INVESTMENT IMPACT DONOR Pooled Investments as of June 30, 2018
EQUITIES
FY2018 Three Five 10 7/1-6/30 Years Years Years
Oklahoma City Community Foundation
14.05%
10.49%
11.96%
8.94%
S&P 500
14.37%
11.93%
13.42%
10.17%
MSCI ACWI
11.31%
8.78%
10.00%
6.37%
Oklahoma City Community Foundation
-0.33%
1.04%
1.49%
3.11%
Barclays Capital Govt./Credit Intermediate A+
-0.40%
1.72%
2.27%
3.72%
*
FIXED INCOME
ALTERNATIVES Oklahoma City Community Foundation
-1.29%
**
**
**
TOTAL RETURN Oklahoma City Community Foundation
7.80%
6.66%
7.69%
6.78%
50% Russell3000/15% MSCI ACWI/35% Barclays Capital G/C Int (Note A)
8.25%
7.23%
8.39%
7.10%
65% S&P500/35% Barclays Capital G/C Int (Note B)
9.08%
8.39%
9.53%
8.15%
* All periods ending 6/30/18 **Alternative asset class was funded during FY17. 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.
2018 ANNUAL REPORT
3
L G
A HEART THAT CARES Mentioning the name Wendy Bartanen to anyone in the Lawton community will reveal a broad, warm smile. Wendy practiced family medicine in Lawton for many years and was a familiar face throughout the area. A doctor who had a true passion for the health care industry, she volunteered her free time to helping with the health care needs of underserved populations. To serve the Lawton community, Wendy founded Hearts That Care, a free health clinic for Lawton-area residents without health insurance. To ensure the clinic would continue to serve those in need, she established the Hearts That Care Wendy Bartanen Charitable Fund at the Lawton Community Foundation using her retirement assets. “Thanks to Wendy, the Lawton community has a free health care clinic for those who cannot afford a doctor’s visit,” said Daniel Elliott, president of the board for the Hearts That Care clinic. “Thanks to Wendy’s charitable fund, the clinic will receive income every year and Wendy’s generous legacy will live on in this community.”
4
LAWTON COMMUNITY FOUNDATION
LAWTON GERONIMO ELGIN FORT SILL CACHE FREDERICK ENDOWMENT GRANTS SCHOLARSHIPS COMMUNITY FOUNDATION SERVICES FAMILIES ORGANIZATIONS LAWTON COMMUNITY DONORS EDUCATION LITERACY SUPPORT CARE INVESTMENT IMPACT DONOR The donors listed below have made cumulative gifts of $500 or more to permanent endowments at the Lawton Community Foundation. All America Bank Donna Anderson Owen & Jane Ard Stephen & Nancy Arntz Bank of the Wichitas Bar-S-Foods Wendy Bartanen Maj. Gen. (Ret.) Lee & Theresa Baxter Lt. Col. (Ret.) L.A. Beckman III Michael Bilbrey Bivens Memorial Dianne & Chad Bledsoe Richard & Elaine Boatsman Aaron & Tanja Boyd Glen & Joanne Boyer Dr. George I. Bridges Leonard & Tanya Case Eva Chrisner David A. Clement Robert A. & Darcy A. Cline Dennis & Anita Clippinger Lt. Col. (Ret.) Francis & Joanne F. Curran Eddie & Susan Dabney John R. Davis Ronnie & Diane Denham Robert N. & Ruth Dishman Kenneth E. & Pamela A. Easton Daniel P. & Cynthia M. Farrell Darrel B. Fruit Issac Jay & Kimberly A. Furrh Ronald L. & Loree B. Gaines Randall & Marcia Garrett Gilbert C. & Aulena Gibson Greater Kansas City Community Foundation Cameron & Lisa Halbert Robert G. & Jean P. Harbison
Robert Hinman Preston & Sandra Holsinger Darline Bridges Hornbeck Marilyn Hugon Wayne P. Hunt Randy N. & Eileen M. Jensen Kirk Jessup Michael T. & Carolyn Keith Joann Knecht Frank Howard & Anna Claire Kuchta Lawton Community Theatre Guild Lawton Retail Merchants Association John F. & Jane Kinzer Lewis Stephen & Michelle Livingston Gene & Carolyn Anne Love Terry & Sharon Marsh Karla J. Oty & John M. McArthur Lyndon McDonald The McMahon Foundation Gen. (Ret.) & Mrs. Jack N. Merritt Dennis & Kathleen Meyer Hugh Montgomery Paul Morgan George & Tresea Moses Rodney & Jeri Mosiman Jack & Ronda Norrell 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 Company Public Service Company of Oklahoma David & Judy Ragland Red Rock Corral, LLC
Give to your fund to receive a tax deduction
Cash
Reese Chiropractic & Wellness P.C. Gen. (Ret.) & Mrs. Dennis J. Reimer Richard Properties, LLC H. John Rogers Salas Urban Cantina Mary Sankaran Rev. Dr. & Mrs. Bill Schneider Mike & Melody Scott Signal Mountain Associates Michael & Jamie Smith Southwest Foodservice Excellence Southwestern Medical Center Vickie Spurgeon 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 Terry K. Bell Charitable Trust Fund Arnold & Corrine Boyd Family Endowment Fund Virginia Brewczynski Legacy Fund Cowboy Fund Cleo Craig Memorial Cancer & Research Foundation Fund Katherine D. Lacy Fund Gene & Carolyn Anne Love Gift Fund
Grow your charitable dollars by investing in our permanent endowment options
Stock
Other Assets
Grant to 501(c)(3) public charities at your convenience occf.org/FundOptions
2018 ANNUAL REPORT
5
LAWTON GERONIMO ELGIN FORT SILL CACHE FREDERICK ENDOWMENT GRANTS SCHOLARSHIPSORGANIZATION COMMUNITY SERVICES ENDOWMENTS FAMILIES ORGANIZATIONS CHARITABLE EDUCATION LITERACY SUPPORT CARE INVESTMENT IMPACT DONOR The Lawton Community Foundation administers permanent funds for 37 nonprofit organizations serving Lawton and the surrounding area. The endowments provide a reliable source of income for program participants and offer a convenient way for donors to contribute. As of June 30, 2018, the market value for these endowment funds was nearly $4.4 million and the annual distribution to the organizations exceeded $180,000. Fund Value Artillery OCS Alumni Chapter $ 167,280 Arts for All 52,296 Association of the U.S. Army (AUSA) Fires Chapter – Lawton-Fort Sill 29,497 Cache School Scholarship 187,133 Center for Creative Living 22,388 Comanche County Memorial Hospital Foundation 108,207 Crime Stoppers/Drug Busters of Southwest Oklahoma 112,841 First United Methodist Church Foundation of Lawton 110,979 Fort Sill Armed Services YMCA Gene Love Endowment Fund 386,418 Frederick School Enrichment Foundation 23,022 Friends of Fort Sill 55,992 Giddy Up ‘N Go 66,664 Great Plains AMBUCS-Kid’s Zone 20,697 Great Plains Technology Center Foundation 22,129 Great Plains - Jim Nisbett Scholarship 59,300 Greater Lawton Rotary Club 122,955 Hackberry Flat Foundation 57,805 Hearts That Care - Wendy Bartanen Fund* 333,069 Holiday in the Park 26,501 Lawton AMBUCS Lou Brox Endowment 123,146 Lawton Community Theatre 31,970 Lawton Family YMCA 20,674 Lawton Food Bank 140,831 Lawton Friends of the Library 26,926 Lawton Philharmonic Orchestra 63,450 Lawton Public School Foundation 534,700 Museum of the Great Plains 35,165 On the Chisholm Trail Association Heritage Center 62,777 Bernice Ford Price Library Endowment 54,472 Kathy Bea Holsinger Reese Memorial for the benefit of St. Paul’s United Methodist Church 86,932 Roadback Inc. 24,477 Southwest Oklahoma Genealogical Society 20,704 St. John Lutheran Church Foundation 85,711 Tipton Children’s Home 44,762 United States Field Artillery Association Foundation 369,414 General Donald R. Keith Memorial Scholarship Fund 36,619 General Jack N. Merritt Scholarship 24,344 General J.H. Binford Peay III Scholarship 24,217 Dennis J. Reimer Scholarship 30,408 General Carl E. Vuono Scholarship 24,217 U.S. Field Artillery Association All-Star Scholarship 23,714 U.S. Field Artillery Association Eagle Scholarship 21,420 United Way of Southwest Oklahoma 415,263 Western Trail Historical Society 45,417 World Christian Broadcasting 28,207
Totals:
$4,365,110
Distribution $ 7,189 2,555 1,451 8,695 1,076 5,131 5,171 5,167 17,386 1,135 2,055 3,256 1,026 1,095 2,896 2,823 8,353 1,206 5,176 1,557 1,016 5,912 1,326 2,278 25,328 1,680 2,858 2,064 3,424 1,207 1,026 3,373 1,485 17,746 1,712 1,189 1,183 1,484 1,183 1,182 1,046 18,012 1,345 1,303
$184,761
*New fund established in Fiscal Year 2018
6
LAWTON COMMUNITY FOUNDATION
Lawton Food Bank executive director Jeri Mosiman pictured at the organization’s Food Resource Center.
HELPING FIGHT HUNGER The Lawton Food Bank has been helping fight hunger in southwest Oklahoma for more than 30 years. A partner of the Regional Food Bank of Oklahoma, the Lawton Food Bank serves around 1,200 families every month. With no help from federal or state funding, the organization relies fully on donations, grants and fundraisers to continue their efforts. In 2008, the Lawton Food Bank established an endowment with the Lawton Community Foundation and reinvests the annual distributions to help grow the fund. They also apply for community and matching grants every year. “I make use of every funding opportunity available through the Lawton Community Foundation,” said Jeri Mosiman, Lawton Food Bank executive director. “Participating in the grant programs has allowed us to increase our well-stretched funds each year, and ultimately keep more families fed.” What Jeri thinks is most important for the food bank, however, is the trustworthiness that comes with the association. “Being a part of the Lawton Community Foundation gives us credibility,” Jeri said. “Donors can see our affiliations and they know we’ve been vetted – they KNOW we take their donations seriously.”
2018 ANNUAL REPORT
7
The 2018 Lawton Community Foundation scholarship recipients, front row, left to right: Mitchell Sadler, Colleen Parker, Aaliyah Nunoo, Paul Bellofatto, Mattie Wilcox and Chloe Fraley. Back row, left to right: William Jones, Madison Marshall, Camry Cotton, Trevor Pool, Hayden Hitt and Amira Rachid.
LAWTON GERONIMO ELGIN FORT SILL CACHE FREDERICK ENDOWMENT GRANTS SCHOLARSHIPS COMMUNITY SERVICES FAMILIES ORGANIZATIONS SCHOLARSHIP AWARDS EDUCATION LITERACY SUPPORT CARE INVESTMENT IMPACT DONOR In April 2018, the Lawton Community Foundation awarded 13 Lawton area high school seniors with a total of $24,500 in scholarships at the foundation’s annual scholarship breakfast. The recipients represent five school districts in Lawton and the surrounding area.
2018 Lawton Community Scholars:
2018 Lamont N. Wilson ROTC Scholarship:
The Trustees of the Lawton Community Foundation provide a one-year, $2,000 scholarship to students in each high school of the Lawton, Frederick, Elgin, Geronimo and Cache public school districts. Students who attend Cameron University are offered a matching scholarship.
A $1,000 award established in 2010 by the friends and family of Lamont N. Wilson. Offered to Eisenhower High School graduating seniors who participate in ROTC. Amira Rachid – Eisenhower High School
Paul Bellofatto – Eisenhower High School Cotton Camry – Cache High School Nicolas Fowler – Elgin High School Chloe Fraley – Frederick High School Hayden Hitt – Elgin High School William Jones – Eisenhower High School Aaliyah Nunoo – MacArthur High School Trevol Pool – MacArthur High School Mitchell Sadler – Eisenhower High School Mattie Wilcox – Geronimo High School In addition, the Lawton Community Foundation administers these endowment funds that provide support for area scholarship programs:
2018 Frank Curran Memorial/ Lawton Noon Lions Club Scholarship: A $1,500 award established by the Lawton Noon Lions Club in memory of longtime Lions member Frank Curran. Offered to Lawton-area graduating seniors who plan to attend Cameron University.
2018 Nell Franklin Scholarship: A $2,000 award established by longtime Lawton resident and Lawton Business Women’s Club member Nell Franklin. Offered to Lawton Public Schools graduating females who plan to attend Cameron University or Great Plains Technology Center (Lawton Campus). Colleen Parker – MacArthur High School The following endowment scholarships are also administered by the Lawton Community Foundation, but available for application through their respective organizations:
McMahon Legacy Scholarship Fund Established at the end of FY2018. First scholarship will be award FY2019.
Oklahoma Arts Institute Scholarship Fund Administered through the Lawton Community Foundation, but awarded through the organization.
Madison Marshall – Cache High School
8
LAWTON COMMUNITY FOUNDATION
Photo courtesy of Lawton Public Schools
“
I have a drive – a motivation to become an Aerospace Engineer. By taking demanding STEM courses in high school, I prepared myself for rigorous college courses. I improved my study habits and developed better time-management skills. Because of this, I know I can handle the challenge that lies before me at Embry-Riddle Aeronautical University.”
2018 ANNUAL REPORT
– Amira Rachid, 2018 Eisenhower High School Graduate Lamont N. Wilson ROTC Scholarship Recipient
9
LAWTON GERONIMO ELGIN FORT SILL CACHE FREDERICK ENDOWMENT GRANTS SCHOLARSHIPSGRANTS COMMUNITY SERVICES FAMILIES ORGANIZATIONS COMMUNITY EDUCATION LITERACY SUPPORT CARE INVESTMENT IMPACT DONOR 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 2018, $44,325 in grants were awarded to 10 charitable organizations. For more information on our Community Grants program, visit LawtonCF.org. Armed Services YMCA Lawton Fort Sill – $5,000 to provide childcare services to Lawton-area military and civilian families. Center for Creative Living Corporation - $3,500 to upgrade computer hardware with improved models that are essential to the current operation. City of Lawton Police Department - $5,000 to fund a key police executive’s attendance of the Southern Police Institute in Louisville, Kentucky, for succession planning and training crucial to enhancing the safety of Lawton citizens.
Lawton High School/Lawton Public Schools - $3,000 to support an orientation and mentorship program preparing new students for the first day of class and helping them stay on track throughout the school year with the guidance of upperclassmen. Lawton Philharmonic Society - $5,000 to facilitate a free classical music concert series for Lawton public school students and their band members with cellist Nathaniel Chaitkin and Maestro Kalbfleisch. Lawton Public School Foundation – $5,000 to purchase Chromebooks that will equalize students’ access to technology by providing up-to-date resources to help close achievement gaps among students.
Giddy Up ‘N Go - $4,325 to purchase equipment and supplies needed to help children and adults with disabilities safely participate in therapeutic horseback riding.
Teen Court Inc. - $5,000 to support a delinquency prevention program for first-time juvenile offenders.
Girl Scouts of Western Oklahoma, Inc. - $5,000 to educate middle school girls on unique and girl-specific strategies relating to bullying. See page 11 for more information.
United Way of Southwest Oklahoma - $3,500 to support educational programs that help ensure all children are ready and able to succeed when they enter school.
LAWTON GERONIMO ELGIN FORT SILL CACHE FREDERICK ENDOWMENT GRANTS SCHOLARSHIPS COMMUNITY SERVICES FAMILIES ORGANIZATIONS MATCHING GRANTS EDUCATION LITERACY SUPPORT CARE INVESTMENT IMPACT DONOR The matching grants program offered up to $3,000 in matching dollars for up to $5,000 in gifts made to existing endowments at the Lawton Community Foundation. In Fiscal Year 2018, matching grants totaling $35,700 were awarded to 13 charitable organization endowments. Armed Services YMCA Gene Love Endowment Fund – $1,500
Lawton AMBUCS Lou Brox Endowment Fund – $3,000
Artillery OCS Alumni Chapter – $3,000
Lawton Food Bank – $3,000
Bernice Ford Price Library Endowment – $1,500
Lawton Philharmonic Orchestra – $3,000
Friends of Fort Sill – $2,700
Nell Franklin Scholarship Fund – $3,000
Greater Lawton Rotary Club Endowment – $3,000
St. John Lutheran Church – $3,000
Kathy Bea Holsinger Reese Memorial Fund-St. Paul’s United Methodist Church – $3,000
United Way – $3,000 Western Trail Historical Society – $3,000
10
LAWTON COMMUNITY FOUNDATION
YOU GO GIRL! Bullying is a growing concern for parents and teachers of school-aged children across the United States. Children who are bullied can experience negative psychological, physical and academic effects and have an increased risk for mental illness. Thankfully, the Girl Scouts of Western Oklahoma are stepping up to stop this destructive behavior. Research by the Center for Disease Control and Prevention found that girls are at higher risk for bullying, low self-esteem and violent situations. Through the Be a Friend First bully-prevention program, the Girl Scouts are helping to create a bully-free environment both inside and outside of the classroom by providing girls with the confidence and skills to develop healthy relationships and conflict resolution strategies. In Fiscal Year 2018, the Lawton Community Foundation awarded a $5,000 grant to the Girl Scouts of Western Oklahoma to educate middle school girls in Lawton Public Schools on unique and girlspecific strategies relating to bullying. “The program is wonderful and the girls were very engaged,” said Christine Stephenson, community program and outreach lead for Girl Scouts of Western Oklahoma. “The schools told us they really saw the impact it had on the girls which is always great to hear!” With the help of a community grant from the Lawton Community Foundation, the Girl Scouts of Western Oklahoma continue to improve the quality of life for some very important Lawton-area residents. 2018 ANNUAL REPORT
11
LAWTON GERONIMO ELGIN FORT Visit us online at SILL CACHE FREDERICK ENDOWMENT LAWTONCF.ORG GRANTS SCHOLARSHIPS COMMUNITY SERVICES FAMILIES ORGANIZATIONS EDUCATION LITERACY SUPPORT CARE INVESTMENT IMPACT DONOR LAWTON GERONIMO ELGIN FORT SILL CACHE FREDERICK ENDOWMENT GRANTS SCHOLARSHIPS COMMUNITY SERVICES FAMILIES ORGANIZATIONS EDUCATION LITERACY SUPPORT CARE INVESTMENT IMPACT DONOR LAWTON GERONIMO ELGIN FORT SILL CACHE FREDERICK ENDOWMENT GRANTS SCHOLARSHIPS COMMUNITY SERVICES FAMILIES ORGANIZATIONS 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