2021 A NN UA L R EPORT
The Lawton Community Foundation
grants awarded
72,750
$
annual distributions scholarships awarded
248,739
$
33,000
$
“The only limit to our realization of tomorrow will be our doubts of today.” A letter from the Foundation
Uncertainty was the one word that seemed to haunt a lot of us this past year, and with good reason. We were David Towe Lawton Community dealing with inflation instability, Foundation President COVID-19 and the thought of how the ongoing pandemic would affect the markets. Through it all, we saw robust quarterly returns and ended fiscal year 2021 in much better shape than we had ever anticipated, thanks to our focus on sustainability and the investment policy of the Community Foundation. This was a year where we saw our citizens continue to invest in our community, despite all of the negative news we were presented with on a daily basis. Our future will continue to endure because of the passion and generosity our Lawton-area residents have, as they continue to lift up our neighbors and build a better community. This annual report is a reminder of how much our community comes together to create a lasting impact on Lawton and the surrounding area.
– Franklin D. Roosevelt
Trustees David Towe, President Jennifer Dennis Natalie Fitch John McArthur David Madigan Michael Mayhall Hossein Moini Linda Neal Gene Love, Trustee Emeritus Nancy B. Anthony, Asst. Secretary/Treasurer
2021 Annual Report
How can you continue to support the Lawton community? An Advised Fund is a simple, flexible and tax-efficient way to support your favorite charities and accomplish your charitable goals. Gifts to an advised fund earn you an immediate tax deduction, even if you haven’t decided which charity you wish to support. The Lawton Community Foundation has three types of advised funds to choose from with minimum investments ranging from $1,000 - $20,000. We offer low fees while providing you with administration expertise. Our goal is to help you make charitable giving as simple as possible.
There’s no better time to plan 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: •
Appreciated assets such as stocks, bonds & business interests
•
Real Estate including homes, acreages or business properties
•
Oil and gas royalty interests
The gift that keeps on giving.
•
Life insurance policies
A gift to your favorite charity provides a one-time benefit, while a gift to that same charity’s permanent endowment ensures your gift will be used for good and in perpetuity.
•
Retirement plans.
To learn how we can help you support your community, please call 580/353-4747 or visit LawtonCF.org.
Fiscal 2021 Investment Performance Pooled Investments as of June 30, 2021
Fiscal Yr
Calendar Yr
(July–June) 2021
(Jan.–June) YTD
Three Years
Five Years
10 Years
(Fiscal)
(Fiscal)
(Fiscal)
Oklahoma City Community Foundation
43.82%
13.50%
17.70%
17.08%
13.05%
S&P 500
40.79%
15.25%
18.67%
17.65%
14.84%
MSCI ACWI GD
7.53%
12.56%
15.14%
15.20%
10.48%
Oklahoma City Community Foundation
0.15%
-1.37%
5.14%
2.96%
2.93%
Bloomberg Barclays U.S. Aggregate
-0.33%
-1.60%
5.34%
3.03%
3.39%
45.23%
31.18%
5.11%
Oklahoma City Community Foundation
27.74%
9.64%
12.24%
11.11%
8.84%
50% Russell 3000/15% ACWI Ex US/35% Bloomberg Barclays Capital G/C Int*
25.96%
8.18%
12.98%
11.81%
9.53%
EQUITIES
FIXED INCOME
ALTERNATIVES Oklahoma City Community Foundation
TOTAL RETURN
* Our total return benchmark is 50% Russell 3000 15% ACWi ex US and 35% Bloomberg Barclays Capital G/C Int.
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2021 Annual Report
Lawton Community Foundation Donors The donors listed below have made lifetime gifts of $500 or more to permanent endowments at the Lawton Community Foundation. All America Bank
Joseph and Lieselotte Diaz
Donna Anderson
Robert N. and Ruth Dishman
Owen and Jane Ard
Kenneth E. and Pamela A. Easton
Stephen and Nancy Arntz Arvest Foundation Jerry Ashcraft Bank of the Wichitas Bar-S Foods Wendy Bartanen Maj. Gen. (Ret.) Lee and Theresa Baxter Lt. Col. (Ret.) L.A. Beckman III Best Mold Technologies Michael Bilbrey Bivens Memorial Dianne and Chad Bledsoe Richard and Elaine Boatsman
John F. and Jane K. Lewis
Gen. (Ret.) and Mrs. Dennis J. Reimer
Stephen and Michelle Livingston
Richard Properties, LLC / J.P. Richard
David and Kimberlie Love
H. John Rogers
Gene and Carolyn Anne Love
Sales Urban Cantina
Terry and Sharon Marsh
Mary Sankaran
Karla J. Oty and John M. McArthur
Rev. Dr. Bill Schneider and Mrs. Barbara Schneider
Lyndon McDonald
Mike and Melody Scott
The McMahon Foundation
Signal Mountain Associates
Ronald L. and Loree B. Gaines
Gen. (Ret.) and Mrs. Jack N. Merritt
Dean and Mary Jane Sinclair
Randall and Marcia Garrett
Dennis and Kathleen Meyer
Gilbert C. and Aulena Gibson
Dale Miller
Gary and Amy Gilleland
Hugh Montgomery
Greater Kansas City Community Foundation
Paul Morgan
Southwest Foodservice Excellence
George and Tresea Moses
Southwestern Medical Center
Daniel and Gloria Eppler Daniel P. and Cynthia M. Farrell Jeffrey and Tammy Fetzer Darrel B. Fruit Issac J. and Kimberly A. Furrh
Cameron and Lisa Halbert
Stan and Paula Booker
Robert G. and Jean P. Harbison
Aaron and Tanja Boyd
Robert Hinman
Glen and Joanne Boyer
Preston Holsinger
Boynton Williams and Associates
Darline Bridges Hornbeck
Harold Brent
Wayne P. Hunt
Dr. George I. Bridges
Marilyn Hugon
Leonard and Tanya Case
Randy N. and Eileen M. Jensen
Eva Chrisner
Kirk Jessup
David A. Clement
Glenn Kathan
Robert A. and Darcy A. Cline
Michael T. and Carolyn Keith
Dennis and Anita Clippinger
Jo Ann Knecht
Lt. Col. (Ret.) Frank and Joanne F. Curran
Frank Howard and Anna Claire Kuchta
Eddie and Susan Dabney
Lawton Community Theatre Guild
John R. Davis Ronnie and Diane Denham
Lawton Retail Merchants Association
Luke Sinclair Michael and Jamie Smith Orville and Melba Smith
Rodney and Jeri Mosiman Larry and Linda Neal
Angela Brooke Spradlin Vickie Spurgeon
John Noel
Richard Story
Jack and Ronda Norrell
Jerrie Swindell
Oklahoma Abstract Co.
Travis H. Tomlinson
Johnny Owens
David Towe
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
Robert M. and Barbara B. Vaughn Gen. (Ret.) and Mrs. Carl E. Vuono Mike and Barbara Walker Dennis and Sandra K. Ward Lynn and Jeanne Webb
Public Service Company of Oklahoma
Lanny and Florence Wilson
David and Judy Ragland
Bob and Maurine Wiseman
Red Rock Corral, LLC
James F. and Jackie R. Wood
Reese Chiropractic & Wellness P.C.
Donor Advised Funds Funds established with a gift of cash or other assets that allow donors to recommend grants to a charity or cause of choice. Terry K. Bell Charitable Trust Fund
Cowboy Fund
Katherine D. Lacy Fund
Arnold & Corrine Boyd Family Endowment Fund
Cleo Craig Memorial Cancer & Research Foundation Fund
Gene & Carolyn Anne Love Gift Fund
Virginia Brewczynski Legacy Fund
First United Methodist Church Foundation Gift Fund
The Lawton Community Foundation
Doing Their Part to End Food Insecurity Cameron University President John McArthur and his wife, Karla Oty, have a passion for ensuring people in their community have enough food on their table. According to President McArthur, “In Lawton, like many cities across Oklahoma, food insecurity is a major problem, especially among young people.” John and Karla donate to the Lawton Food Bank Fund through the Lawton Community Foundation. “The Office of Campus Life for students at Cameron University has a food pantry set up so those who need help getting food on a daily basis are able to do so,” said President McArthur. “The university partners with other organizations in the community to make this happen, including the Lawton Food Bank.” John and Karla also support the Lawton Philharmonic Orchestra. “For a community the size of Lawton, it’s great to have our own orchestra, and it’s another way for us to say thank you,” said President McArthur. The Lawton Community Foundation supports the charitable interests of the Lawton community and surrounding areas through community grants, a scholarship program and a charitable endowment program for local nonprofit organizations.
Cameron University President John McArthur and his wife, Karla Oty, partner with the Lawton Food Bank to create food pantries for local students.
fiscal year 2021 contributions
737,009
$
contributions since inception
11,589,635
$
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The Lawton Community Foundation
Charitable Organization Endowments The Lawton Community Foundation administers permanent funds for 44 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, 2021, the market value for these endowment funds was more than $6.6 million, and the annual distribution to the charitable organizations exceeded $248,000.
Artillery OCS Alumni Chapter Arts for All Association of the U.S. Army Fires Chapter Lawton-Fort Sill Cache School Scholarship Center for Creative Living Christian Family Counseling Center Comanche County Memorial Hospital Foundation Crime Stoppers/Drug Busters of Southwest Oklahoma First United Methodist Church Foundation of Lawton Fort Sill Armed Services YMCA Gene Love Endowment Fund Frederick School Enrichment Foundation Friends of Ft. Sill Giddy Up ’N Go Great Plains AMBUCS - Kid’s Zone Great Plains Technology Center Foundation Great Plains – Jim Nesbitt Scholarship Greater Lawton Rotary Club Hackberry Flat Foundation Hearts That Care – Wendy Bartanen Fund Holiday in the Park Lawton AMBUCS Lou Brox Endowment Lawton Athletic Foundation Lawton Community Theatre Lawton Family YMCA Lawton Food Bank Lawton Friends of the Library Lawton Philharmonic Orchestra Lawton Public School Foundation Larry K. Freeman Endowment Fund Museum of the Great Plains On the Chisholm Trail Association Heritage Center Bernice Ford Price Library Endowment Kathy Bea Holsinger Reese Memorial for the Benefit of St. Paul’s Methodist Church Roadback Inc. Southwest Oklahoma Genealogical Society St. John Lutheran Church Foundation Tipton Children’s Home United States Field Artillery Association Foundation General Donald R. Keith Memorial Scholarship Fund General Jack N. Merritt Scholarship General J.H. Binford Peay III Scholarship Dennis J. Reimer Scholarship General Carl E. Vuono Scholarship U.S. Field Artillery Association All-Star Scholarship U.S. Field Artillery Association Eagle Scholarship United Way of Southwest Oklahoma Western Trail Historical Society World Christian Broadcasting
Totals * Indicates Donor Advised Fund without Distribution
Fund Value
Distribution
212,380 63,165 35,216 252,418 30,611 30,524 130,762 136,563 168,394 468,872 28,497 100,362 80,813 24,376 26,252 71,628 261,939 69,824 409,705 31,607 169,188 64,689 38,270 25,516 231,614 41,996 78,604 985,381 283,657 46,249 87,511 92,393 127,505 29,032 24,383 143,384 66,699 446,819 53,107 29,390 29,235 36,732 29,235 28,617 25,850 655,839 124,025 67,485
8,953 2,709 1,519 10,098 1,238 997 5,606 5,851 6,428 20,050 1,199 3,528 3,458 1,059 1,135 3,071 * 2,994 17,247 1,364 6,842 1,503 1,649 1,082 8,712 1,697 3,339 33,295 10,248 1,855 3,496 3,232 5,055 1,256 1,060 5,040 2,626 19,146 1,998 1,261 1,254 1,575 1,254 1,228 1,109 23,748 3,415 2,260
$ 6,696,313
$ 248,739
2021 Annual Report
Growing an Endowment to Grow a Community Lauren Ellis, President and CEO of United Way of Southwest Oklahoma, joined the organization in 2014. She has witnessed far too many people in Lawton facing pressing issues in the areas of education, income stability, health and safety. In 2009, their board of directors established an endowment with the Lawton Community Foundation knowing the dollars invested would grow substantially over time. “Our goal is to grow the endowment so every dollar invested will go towards their operations, and every dollar the United Way raises will go to help the local community.
Above: United Way of Southwest Oklahoma President and CEO Lauren Ellis (second from the left) with staff and partners at the annual campaign kick-off event on Friday, Aug. 27, 2021. Below: United Way of Southwest Oklahoma Campaign Chair Hossein Moini speaks at the event. Gary Reddin/Staff
That’s how much we believe in building our endowment,” said Ellis. The goal of the United Way of Southwest Oklahoma is to raise enough money each year to invest and give back to their 19 partner agencies. The Foundation does a great job telling the story of endowment through meaningful conversations they have with business and civic leaders in the Lawton area. In just two short years, the endowment grew by more than $70,000. United Way’s fund has also received matching dollars all due to the passion of the board’s ongoing commitment to grow the endowment.
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The Lawton Community Foundation
Scholarship Awards In 2021, the Lawton Community Foundation awarded 17 Lawton-area high school seniors with a total of $33,000 in scholarships. The recipients represent five school districts in Lawton and the surrounding area.
Lamont N. Wilson ROTC Scholarship A $1,000 award established in 2010 by the friends and family of (U.S. Marine Lance Cpl.) Lamont N. Wilson is offered to Lawton High School, Lawton Eisenhower High School and Lawton MacArthur High School graduating seniors who participate in ROTC. Alexis De Luna – Lawton MacArthur High School
Benny McReynolds Memorial Scholarship
Krista Yackeyonny
Jaidyn Peters
2021 McMahon Legacy Scholarship Recipient
2021 McMahon Legacy Scholarship Recipient
Lawton Community Scholars Trustees of the Lawton Community Foundation award a oneyear, $2,000 scholarship to graduating seniors from the Lawton, Frederick, Elgin, Geronimo and Cache public school districts. In addition, recipients attending Cameron University received a matching scholarship from the school. Jade Bessemar – Geronimo High School Zoey Dean – Lawton Eisenhower High School
Harley Akin – Frederick High School
McMahon Legacy Scholarship The McMahon Legacy Scholarship was established in 2018 by the Comanche County Saddle & Sirloin Club. Contributors are The Craig Foundation, Farm Credit of Western Oklahoma, All America Bank and Liberty National Bank. The purpose of this scholarship is to assist graduating seniors of the Comanche County Livestock Show in their pursuit of a secondary education.
Callie Dennis – Lawton MacArthur High School
Sarah Nunley – Chattanooga High School
Andrew Fuller – Lawton High School
Jaidyn Peters – Fletcher High School
Blakley Howard – Elgin High School
Krista Yackeyonny – Cache High School
Victoria Miranda – Lawton Eisenhower High School Elena Santiago – Frederick High School Gabriel Shelton – Cache High School Nathan Taunah – Lawton MacArthur High School Genevieve Young – Lawton Eisenhower High School
Lawton Business Women Nell Franklin Scholarship
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A $2,000 award established by Benny McReynolds, a graduate of Frederick High School and Western Oklahoma State College, to encourage Frederick High School graduates to attend Western Oklahoma State College.
Frank Curran Memorial/Lawton Noon Lions Club Scholarship A four-year, $2,000 award established by the Lawton Noon Lions Club in memory of longtime member Col. Frank Curran offered to Lawton-area graduating seniors who plan to attend Cameron University. Zoey Dean – Lawton Eisenhower High School
A $2,000 award was established by Nell Franklin, longtime Lawton resident and Lawton Business Women’s Club member. The award is offered to Lawton Public Schools graduating females who plan to attend Cameron University or Great Plains Technology Center (Lawton Campus).
Fund Your Future!
Heather Benke – Lawton MacArthur High School
Learn more about Lawton-area scholarships.
Savannah Layeski – Lawton MacArthur High School
occf.org/lawton/scholarships
2021 Annual Report
Scholarship Endowments In addition to the Lawton Community Scholars program, the Lawton Community Foundation administers five endowment funds that provide support for area scholarship programs. Below is a list of the scholarship funds along with the fund values as of June 30, 2021.
Fund Value 192,221 104,700 101,622
Frank Curran Memorial/Lawton Noon Lions Club Scholarship Fund Lawton Business Women Nell Franklin Scholarship Fund McMahon Legacy Scholarship Fund Oklahoma Arts Institute Scholarship Fund Lamont N. Wilson ROTC Scholarship Fund
Total
34,135 38,368
$ 471,046
Giving Students a Chance to Succeed Lt. Col. (Ret.) Frank Curran, USA, wanted to create an impact in the lives of Lawton-area students, so he established a scholarship fund to ensure students who maintained good grades, but needed financial assistance, could go to college. While serving as president of the Lawton Noon Lions Club, he noticed the fund was not growing the way he thought it should. Together with treasurer Ron Gaines, they combined their efforts and transferred the scholarship fund to the Lawton Community Foundation. They knew working together with the Lawton Community Foundation, they could earn more on their investment as well as take advantage of the organization’s effective administration of the endowment. The fund began by awarding students a $1,000 scholarship per year. Because of the way the endowment has grown over the years, it is now a $2,000 per year award – for four years. Jadance Black was a recipient of the Frank Curran Memorial/Lawton Noon Lions Club Scholarship. “This scholarship allowed me to concentrate on my studies, rather than trying to figure out how I was going to pay for college,” Jadance said. She was overjoyed when she found out she had received the scholarship. She is currently studying cellular and molecular biology at Cameron University and hopes to attend medical school after graduation.
Above: Jadance Black, recepient of the Frank Curran Memorial/Lawton Noon Lions Club Scholarship, Cameron University campus, Fall 2021 Right: Lt. Col. (Ret.) Frank Curran, USA, and his wife, Joanne
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The Lawton Community Foundation
Community Grants The Community Grants program awards grants of up to $5,000 to support projects geared towards improving the quality of life and providing opportunities for Lawton-area citizens. In fiscal year 2021, $40,250 in grants were awarded to 10 charitable organizations. Visit LawtonCF.org for more information on our Community Grants program.
Center for Creative Living, Inc.
Lawton High School
$5,000 for their Blast Freezer for Emergency Meals. The safest way to freeze pre-made meals is using a Blast Freezer, the only way the state of Oklahoma has approved freezing meals, because it freezes in only 10 minutes. The Center is making and serving 70-90 hot, nutritious meals to senior citizens every day.
$2,500 to support the Young Men in Action Program, a character and leadership development program serving both Central Middle School and Lawton High School.
Friends Of The Lawton Public Library
$5,000 to help provide meals for 28 recipients.
$2,500 to help support the Family History Digital Conversion/ Memory Lab. The lab allows individuals to create digital archives of important family history, documents, photos, sound recordings, videos and old files.
Lawton Public School Foundation
Giddy Up ‘N Go, Inc. $5,000 to support two 12-week therapeutic horseback riding sessions for people with disabilities. Their goal is to always provide a safe and healthy environment.
Girl Scouts of Western Oklahoma $2,750 for Lawton STEM Program training kits to help 26 troops, 374 girl members and 80 active adult volunteers.
Lawton Mobile Meals
$5,000 to partner with Lawton Public Schools on Innovation Model Classroom as they move to 1:1 with computers and/or tablets for all students.
Teen Court $5,000 for Delinquency Prevention educational classes that consist of 18 hours of education and curriculum for approximately 950 at-risk youth.
USO Oklahoma $2,500 to USO Fort Sill for supplies for the more than 58,000 visitors to the USO Center.
Hearts That Care Volunteer Health Clinic $5,000 to help the clinic fill prescriptions for over 600 patients who were not charged for their medication. The value of these services is well over $1.5 million.
Matching Grants Additionally, the Lawton Community Foundation offered $2,500 in matching dollars for $5,000 in gifts made to existing endowments through the matching grants program. In 2021, 13 charitable organization endowments received $2,500 each for a total of $32,500 in matching grant dollars. Cache School Scholarship Fund Christian Family Counseling Center First United Methodist Church of Lawton Foundation Friends of Ft. Sill
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Greater Lawton Rotary Club Endowment
Lawton Public School Foundation
Hearts That Care – Wendy Bartanen Fund
United Way of Southwest Oklahoma
General Donald R. Keith Memorial Scholarship Fund Lawton Athletic Foundation
Bernice Ford Price Library Endowment Western Trail Historical Society World Christian Broadcasting
2021 Annual Report
Keeping Our Service Men and Women Connected to the Community The United Service Organization’s mission is to strengthen America’s military service members by keeping them connected to family, home and country throughout their service to the nation. The USO provides programs that connect families and boost morale while making various events and activities available for soldiers across the installation. Their programs provide a connection of care service members have come to rely on, especially when facing deployment and separation from family. According to Executive Director Jennifer Kirby, “The USO here at Fort Sill serves as a home away from home for service men and women.” More than 50,000 service members visit USO Oklahoma each year, and all of the services provided are free. During training, soldiers are confined to the base for 8-10 weeks and are not allowed to leave, so the USO becomes a destination for them, providing access to Wi-Fi, video games, light snacks and beverages.
Troops are encouraged to use the USO for rest and relaxation during their stay at Fort Sill.
This past year, USO Oklahoma was the recipient of a $2,500 community grant from the Lawton Community Foundation to support the Fort Sill USO Center and Outreach Program. The grant was used to replenish the pantry at the facility with snacks for service members and their families who take advantage of the free amenities that are offered. “It may not seem like a big thing, but these soldiers really appreciate the little things we are able to offer. This grant has allowed us to stock up on the needed supplies they have come to appreciate,” said Kirby. Go to occf.org/lawton/grantopportunities to learn more about grant opportunities for area nonprofits.
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2021 A NNUA L REPORT
lawtoncf.org
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
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