2023 OCCF Nonprofit Endowment Report by Oklahoma City Community Foundation

S U S TA I N I N G

NONPROF I T S

PR E RE N S TR ERPE O 2 02 20 32 3N N OO NN PR O OF IF TI TE PNADROTWNM P RO TR T

.3 M awarded to Nonprofits IN FY2023

2023 NONPROFIT ENDOWMENT REPORT

KE Y PERFORMANCE INDIC ATOR S

Sustainability 10-Year Investment Performance

.15% 7

6.61%

5-yr Performance

7.15%

10-yr Performance

Total Nonprofit Partners

397 1970

1987

2005

Last Year’s Stats

26 12 $

New Nonprofit Funds in FY23

.1 MIL

Total Nonprofit Endowment Gifts in FY23

FY23: Between July 1, 2022, and June 30, 2023

$6.05M New Gifts Received

$6.05M

Grants from Funds at OCCF

2023

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

About the Program Our Nonprofit Endowment Program continues to sustain area nonprofits by providing reliable support year after year for over 50 years, since 1970. By partnering with OCCF, individuals, families and businesses can provide reliable, ongoing funds to nonprofits they care about, making it easier for nonprofits to focus on the mission at hand.

“

If you want your cause to be sustainable, you need

friends. Giving to endowment says, I will be a friend forever. RON BRUNER WEST VIEW BOYS’ HOME EXECUTIVE DIRECTOR

“

2023 NONPROFIT ENDOWMENT REPORT

Sustaining the

aughter, music, nature… sounds shape the world around us making us feel joy and fear and sadness and excitement. But, for the hearing impaired, the world is a vastly different experience.

At Hearts for Hearing, they work to bring the world of sound to individuals needing hearing support using some of the most innovative technology and techniques.

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

Impossible

Bilingual Speech-Language Pathologist Becca Birdwell works with a child at the OKC Hearts for Hearing facility

“

Our relationship with the Oklahoma City Community Foundation has been invaluable — they truly help us make the impossible possible. JOANNA SMITH HEARTS FOR HEARING FOUNDER AND CEO

“

2023 NONPROFIT ENDOWMENT REPORT

In 2003, Hearts for Hearing started by providing funding for the initial set of hearing aids for Oklahoma children with hearing loss – a mission that was quickly expanded to help children and adults learn to listen, talk and connect, and the Oklahoma City Community Foundation has been key to this growth. “Our relationship with the Oklahoma City Community Foundation has been invaluable, as we could not do the work we do without their help – they truly help us make the impossible possible,” Hearts for Hearing Founder and CEO Joanna Smith said. Over the years, OCCF has partnered with Hearts for Hearing on a number of grants that go beyond simply providing hearing devices to help patients to learn to speak and create an environment where having hearing aids is normal. This summer, OCCF’s Opportunities for Children iFund grant program helped support Hearts for Hearing’s 2023 Summer Camp, a high-quality camp experience designed especially for children who are born deaf and use technology to listen and talk.

“In many cases, these campers– our patients – are the only children in their school classroom or friend group with a cochlear implant or some other type of hearing technology,” Joanna said. “At our camp, all children – and many of the volunteer group leaders – rely on technology to hear. It is great to see all these campers interacting, having fun and making friends with other students who experience the world just like them.” Every day, Hearts for Hearing provides services and care that make a difference not just today, but for the rest of their lives. In 2013, Hearts for Hearing established an endowment fund at OCCF so they can ensure they can continue to provide these life-changing services for years to come.

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

2023 NONPROFIT ENDOWMENT REPORT

“

As long as we stay the course and set our eyes on the road ahead, we know the future of the El Reno Public School Foundation is bright. DANA GIBSON EL RENO PUBLIC SCHOOL FOUNDATION BOARD SECRETARY

Dana Gibson (L) engages with El Reno teacher Jimmy Percival, ERPSF Grant Selection Committee Chair Kelsey Ballhorn and Scholarship Committee Chair Lacey Carder-Holden

“

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

Growing for the Future “

hen we started, we did grants to teachers to provide classroom enhancements,” said Dana Gibson, El Reno Public School Foundation board secretary. “We rolled along providing books, supplies and whatever would help them in the classroom, and then we had a bit of an unexpected gift from a donor who wanted to establish an endowment for scholarships, and it was the best thing we’ve ever done.” After having scraped and clawed their way to raise funds, they immediately recognized the value this sustainable income offered for a small organization like theirs, and more importantly, the impact it could have on their schools. Cultivating and growing their endowment became an important aspect of the foundation’s growth, and in 2020, they were blessed with another transformative opportunity. A donor stepped up and said for the next three years, he would match $50,000 dollar-for-dollar donated to the ERPS Foundation’s endowment. The Foundation had never run a matching campaign like this before, but they’d cultivated a savvy donor base. Donors quickly recognized the value this offered to maximize their impact, and before they knew it, the Foundation had matched the first year’s funds. Now in its third year, this matching opportunity has encouraged loyal donors to support the Foundation in new ways and brought in new donors who want to make a difference for El Reno’s schools and students. In 2022, with the help of this match and all their generous donors over the years, El Reno Public School Foundation surpassed the $1 million endowment mark and awarded $45,000 in grants to teachers and $34,000 in scholarships to graduating seniors. “We’re headed in the right direction,” Dana said. “And as long as we stay the course and set our eyes on the road ahead, we know the future of the El Reno Public School Foundation is bright.”

2023 NONPROFIT ENDOWMENT REPORT

Maximizing dollar Your Impact Matching Grants Matching grants often inspire new gifts and make everyone’s contribution go further! Endowed partners have had great success working with their current donors to sponsor a match, and we are here to help. If you are interested in establishing a matching fund or pursuing match dollars for your endowment, give us a call.

“

Matches have really changed the way we talk to donors

and made our conversations broader. People really listen when you tell them you can make their dollars go further, and because of that, we’ve been able to push a lot more money back into our schools and scholarships. DANA GIBSON EL RENO PUBLIC SCHOOL FOUNDATION BOARD SECRETARY

“

» Read more about El Reno Public School Foundation’s story on p. 10.

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

.45+ MILLION

Matched Dollars Awarded in FY23

Adt’l $4.1M

Raised by Nonprofits

Over $317K

Above Matching Goals

Over 25

Successful Campaigns

Kirkpatrick Family Fund Endowment Matching Program John Kirkpatrick strongly believed in supporting nonprofits in driving their own financial success. In 1979, he offered OCCF’s first challenge match to 61 nonprofits to engage a broad base of donors to support and grow their endowments. Today, this model program continues to inspire donors to support nonprofits establishing new endowments or working to build existing funds.

Paul Milburn Charitable Fund Matching Program Paul Milburn lived his life with the philosophy of making a difference in the lives of others, not through a handout, but rather a hand-up. Through his estate, he established a dollar-for-dollar matching program for specific causes. In FY23, the program approved $2.48 million in matching grants for nonprofits.

View our latest matches and maximize your impact with OCCF:

matches.occf.org

2023 NONPROFIT ENDOWMENT REPORT

Preserving a Community’s History N

estled in the heart of Edmond, the present falls away as you enter the historic WPA-built armory that houses the Edmond History Museum. You’re immediately set on a journey following Edmond’s citizens as you venture through the community’s ever-changing stories from the coming of the railroad in 1886 to the first schoolhouse and church in Oklahoma Territory.

history, and their passion roots visitors in a time and place, bringing the experience to life. They are the lifeblood of the museum, making it what it is

“I’m constantly astonished how the Edmond History Museum keeps events and exhibits fluctuating and presented in ways that never fail to impress the public, the media and other museums,” museum volunteer vehoae-Shirl Yancey said.

For more than 30 years, Quimby Enterline was the Edmond History Museum. A proud World War II veteran, Quimby began volunteering for the museum in 1983 helping to open its doors in 1985 and doing every job imaginable since. Trash needs to be taken out? Quimby got it. Door sticks? Quimby could fix it. Have a question about a local

The museum’s staff and volunteers love to share Edmond’s

QUIMBY ENTERLINE VOLUNTEER today and inspiring what it will be in the future.

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

“

Quimby was part of the fabric here at the museum, and because of him, we continue to build our endowment every year. AMY STEPHENS EDMOND HISTORY MUSEUM EXECUTIVE DIRECTOR

Executive Director Amy Stephens in front of exhibit at the history museum

“

2023 NONPROFIT ENDOWMENT REPORT

Executive Director Amy Stephens guides a history museum tour

farm or business? Well, that’s where Quimby really shone. He would not only tell you where it was located, but he’d go on to share how it’s impacted Edmond over time. “Quimby was part of the fabric here at the museum, and because of him, we continue to build our endowment every year,” said Executive Director Amy Stephens. In 2015, the museum lost their “favorite senior citizen, handyman and museum volunteer” when Quimby died at age 90, but his memory lives on. The museum renamed its

endowment at the Community Foundation in his honor and recommitted itself to growing the fund. Since 1999, the museum has strategically used Kirkpatrick Family Fund matching grants to grow its endowment. And recently, they’ve set their sights on sustaining their future by encouraging more meaningful gifts that will allow Edmond’s history buffs to continue to bring the past to life for their more than 20,000 visitors each year.

2023 NONPROFIT ENDOWMENT REPORT

An MHS alumna, Holly McCoy established a scholarship that began benefitting MHS graduates after her passing.

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

Gifts for Generations H

olly McCoy loved fishing, Oklahoma State University, listening to country singer Luke Bryan and, above all, people. Holly’s abounding joy and leadership was infectious, and her classmates loved her all the more for it. Growing up in Moore, Holly attended Moore High School where she was voted 1986 senior class president and Miss Moore High School, and her heart of an MHS Lion never stopped. She loved bringing her classmates together for reunions and helping current MHS students, and she quickly became a leader at the Moore High School Alumni Association. In 2005, the alumni association endowed two $500 scholarships for graduating seniors. Since the establishment of the first scholarship fund, the endowment has grown to include nine additional named funds. In 2017, Holly led the Moore High School Class of 1986’s efforts to establish the Brent Gilson Memorial Scholarship in honor of a classmate who died in a car accident. In 2023, the alumni association awarded 14 future educators, medical professionals and business leaders with $1,000 scholarships to support their education. When Holly passed away in January of 2023, her final wishes mirrored her dedication to her friends and appreciation of her education. Holly directed her life insurance policies to OCCF to enhance the nonprofit endowment established for the Gilson Memorial Scholarship and create a new endowed fund – The Moore High School Alumni Association Holly McCoy Memorial Scholarship. “It’s exactly how Holly lived her life,” Judy Scott with the Moore High School Alumni Association said. “We are honored that she chose to fund these scholarship endowments. It’s the perfect legacy for Holly – one that will continue to give back to our students for generations.”

2023 NONPROFIT ENDOWMENT REPORT

“

This will be a place that brings all kinds of people together and gives them a home where they can thrive and grow. NIKKI NICE CIT Y OF OKLAHOMA CIT Y COUNCILWOMAN, WARD 7

OKC Councilwoman Nikki Nice tours the new facility

“

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

OKC’s Newest Recreation Center is Here for All D

riving down NE 10th Street just east of downtown, it’s hard to miss Oklahoma City’s newest activity hub, the Willa D. Johnson Recreation Center with its bright orange and black exterior and twisting, yellow water slide jutting from the side. But, what’s really magical about the modern facility isn’t the outside. It’s the thoughtful, multigenerational programs that will be offered inside. Thanks to current Ward 7 Councilwoman Nikki Nice and several donors, those programs will be available to residents regardless of their ability to pay for a membership. For 14 years, the center’s namesake, Willa D. Johnson, served as the city councilperson for northeast Oklahoma City’s Ward 7, where the new center is located. Johnson was the first Black woman elected to the council and was a champion for parks and recreation projects,

2023 NONPROFIT ENDOWMENT REPORT

including advocating for this new recreation center. Ms. Johnson retired from public service in 2017 and died in 2022. “When we kicked off this project, our priorities were to lower barriers to access the facility and make sure people from the neighborhood had a seat at the table where decisions were being made about the project,” said Councilor Nice. Through a $50,000 matching grant from the Oklahoma City Community Foundation, Councilor

Nice and dozens of other donors set up an endowment to fund access to programs at the Center. It’s the city’s first attempt to subsidize access to programming through a sustainable funding model like an endowment. “Sustainability means more to me than anything on this project,” said Councilor Nice. “The revenue from this endowment will meet the programming needs now for this community and for whatever needs might be revealed in the future.”

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

“

It just puts a smile on my face, and makes my heart beat a little bit harder and longer, to know that something that positive in a city this size… would happen because of something I did. WILLA D. JOHNSON COURTESY OF THE OKLAHOMAN, 2022

“

Willa D. Johnson Recreation Center Grand Opening, July 2023

2023 NONPROFIT ENDOWMENT REPORT

Removing the Barre

OKC Ballet dancer, Mickayla Carr, works with physical therapist.

rowing up, Mari Cook Medley loved to dance, and as a dancer, she understood the rigorous demands this puts on a body. Although dancers make it look easy, an hour of ballet can burn more calories than an hour

of running or cycling, and for a dancer who spends anywhere from four to 10 hours a day in the studio, that is a lot. In just one day, a professional dancer can burn between 1,200 and 2,000 calories just from rehearsals,

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

making the foods they eat and the recovery time they have vitally important. As a patron of the Oklahoma City Ballet, Mari knew she wanted to find a way to become more involved, and so she leapt at the opportunity to sponsor a dancer. “It’s just a great way to make sure you know where your dollars are going – to the dancers,” Robin Baldwin, Oklahoma City Ballet’s director of finance said. But Mari wanted to do more. While touring the ballet’s new studios last fall, she was thrilled to learn

three years, she has served on the advisory council and recently joined the Ballet’s board, working to provide ongoing resources for the dancers. “The dancers were having to make choices between paying their electric bill and food,” said Mari. “I never in my life experienced food insecurity where I had to make that choice. At that moment, I was all in.” This past year, Mari took her support to a new level by starting the Mari Cook Medley Wellness Fund. The fund, endowed at

“

It’s just a great way to make sure you know where your dollars are going — to the dancers. ROBIN BALDWIN OKLAHOMA CIT Y BALLET DIRECTOR OF FINANCE

“

they had taken the whole dancer into consideration and built out a food pantry and rest and wellness areas that offer physical therapy and massage therapists on-site for the dancers. Unfortunately, the pantry was underfunded and understocked. But where some saw a deficit, Mari saw opportunity. Inspired, she chose to help and began volunteering. Today, Mari remains involved in the pantry and takes her role as a volunteer seriously. For the past

the Oklahoma City Community Foundation, supports all things wellness from food security to physical therapy, supporting dancers to focus on their craft rather than meeting basic needs, like where their next meal is coming from.

2023 NONPROFIT ENDOWMENT REPORT

Innovation Creating Entrepreneurs and Financial Sustainability

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

Water4 has been active in the Malawi, Africa, water crisis since 2012

nnovation takes vision. It takes bold action. It takes leadership. It takes boots on the ground and the guts to step out and work for change, and sometimes that change leads to incredible growth. When Water4 set out to eradicate the world’s water crisis, they brought a ground-breaking concept that was so basic it had somehow been overlooked: business. For years, people had

tried to solve the crisis with charity and government, but that was a short-term fix. By working with local entrepreneurs, Water4 developed a system that provides safe water for communities through a locally owned business. Community members pay for their water, and with that revenue, the owners can then maintain, expand and improve their system, providing a long-term solution to an age-old problem.

2023 NONPROFIT ENDOWMENT REPORT

Since 2016, the Milburn Charitable Gift Fund has awarded Water4 $889,900 in grants to support programming and build their endowment. PAUL MILBURN DONOR

Residents fill containers with clean water at their local NUMA site.

“Paul Milburn learned about Water4 when we were just starting out, and I think he really liked the idea of teaching the people to fish, so to speak,” said Kacy Lowe, director of development at Water4. “He really saw his entrepreneurial spirit in what we do and had a heart for it.” Making a difference where it is most needed was Paul’s life

mission, and as a successful Shawnee businessman, his work funded his passion. In 2007, he created the Milburn Charitable Gift Fund at the Oklahoma City Community Foundation, which he further funded through an estate gift following his death in 2016. His fund offers a matching grant challenge to inspire others to make a difference. Much like Water4’s investment in Africa, his

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

impact has continued to grow. In 2018, with support from a Milburn challenge grant, Water4 established an endowment at the Community Foundation. Each year since, they have applied for Milburn matching grants that support their endowment and programs. “Innovation and investment in sustainable business is critical

to us, and I think Mr. Milburn recognized that,” Lowe said. “So, the sustainability of our endowment with OCCF runs parallel to the sustainability of the businesses we are growing. Our hope is that as we build these local entrepreneurs, they can add the same value to their communities that Mr. Milburn brought to communities in Oklahoma.”

2023 NONPROFIT ENDOWMENT REPORT

Paying It Forward A

lifelong farmer and rancher, Frank Austin loved working the land, and all he wanted for his children was for them to find as much joy and happiness in their lives as he had in his. When his sons began studying at Redlands Community College, he was brimming with pride and excited for what their futures had to offer. But, when one of his sons suffered a brain injury as a result of a car accident, things were suddenly uncertain. Appealing to the college’s commitment to community and educating the whole student, Mr. Austin worked closely with the school’s administration to find a way his son could continue to attend classes. Every day, professors, staff and administration kept a watchful eye on his son while on campus, and at the end of the day when his son left, then-president Dr. Bill Cole would call to let Mr. Austin know his son was on the road. It was an act of kindness Mr. Austin never forgot. In 2007, the Redlands Community College Foundation set its sights on reliable funding and established its first nonprofit

endowment at the Oklahoma City Community Foundation. They very quickly recognized its value, and since then, the Foundation has grown its endowment to support multiple scholarships as well as general operations. “This approach is just all around a better deal, and I think our donors recognize that,” said Tara Douglas, director of foundation development and alumni relations for Redlands Community College. “The endowment has really helped us ramp up our scholarship program, and this year, we were able to award more scholarships than ever before, in large part because of Mr. Austin.” When Mr. Austin died in 2021, he left a significant gift to the Redlands Community College Foundation Endowment Fund, which has poised the Foundation to begin a new era and is creating quality educational opportunities for future generations, just as they did many years ago for Mr. Austin’s son.

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

“

With the help of this scholarship, as a future CPA I am able to utilize the skills and concepts I’m learning and apply them to real-life situations! BAILEY DENWALT AUSTIN FAMILY SCHOLARSHIP RECIPIENT

Bailey Denwalt studies in the Redlands College Library

“

2023 NONPROFIT ENDOWMENT REPORT

New Funds Benefitting Our Nonprofit Partners IN FY2023 New funds started between July 1, 2022, and June 30, 2023.

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

ACLU of Oklahoma Foundation The American Civil Liberties Union of Oklahoma is devoted to the defense and promotion of individual rights secured by the U.S. and Oklahoma constitutions.

All Souls’ Episcopal Church This endowment supports programming, community outreach, family activities and mission work for the church located in Nichols Hills. This year, the endowment grew to include a new fund with an estate gift from Donna Kennedy Vogel.

• Donna Kennedy Vogel Fund

Ballet Oklahoma The professional ballet company provides classical and contemporary dance performances through its residency at the Civic Center Music Hall and touring productions as well as a dance school that offers various arts education programs for youth. This year, Mari Cook Medley established a designated fund to support all aspects of dancer wellness.

• Mari Cook Medley Dancer Wellness Fund

2023 NONPROFIT ENDOWMENT REPORT

Casady School Located in northwest Oklahoma City, Casady School is an independent, coeducational Episcopal college-preparatory school for students in preschool through 12th grade. This year, a designated fund was established by an estate gift from Donna Kennedy Vogel to support continuing education for Casady’s upper school teachers.

• Donald S. Kennedy Fund

Children’s Health Foundation Formerly known as Children’s Medical Research Institute, the Foundation supports pediatric research and education programs, partnering with Children’s Hospital physicians to improve the health and well-being of children. In 2022, they established a designated fund to support the hospital’s pediatric research chair.

• Credit Union for Kids Endowed Pediatric Research Chair Fund

Edmond Public Schools Foundation The Foundation supports academic projects and teacher grants in the Edmond Public School District. This year, they established three new designated funds that support scholarships for Edmond students as well as honor personnel and new teachers.

• Kathi DeSpain Support Personnel of the Year Fund • Rookie Teacher of the Year • Ruth Zumwalt Education Scholarship Fund

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

El Reno Public School Foundation Several funds support teacher grants, student scholarships and other educational opportunities for the El Reno Public School District located in Canadian County. This year, they established two new designated funds that support El Reno’s first-generation college students and honor Matt and Elisha White.

• Dr. Karen Jennings Scholarship Fund • Matt and Elisha White Scholarship Fund

Hough Ear Institute T he f und suppor t s educ at ional and humanitarian programs that work to restore hearing worldwide.

Moore High School Alumni Association The association provides scholarships and other services for Moore High School students. This year, they established designated funds that support students with financial need as well as former cross country and track students.

• Holly McCoy Memorial Scholarship Fund • The Run for Rachel, Yuridia and Kolby Memorial Scholarship Fund

2023 NONPROFIT ENDOWMENT REPORT

Oklahoma City Repertory Theater The organization champions new ways of making theater, supporting innovative artists and growing the cultural ecology of Oklahoma City.

Oklahoma Project Woman Oklahoma Project Woman provides access to free breast health care to facilitate early diagnosis of breast cancer and decrease mortality rates for uninsured women and men with limited income.

Oklahoma Single Parent Scholarship Program The program helps low-income single parents fulfill their dreams of self-sufficiency through post-secondary education.

Pivot, Inc. Formerly Youth Services for Oklahoma County, the nonprofit organization provides counseling, prevention education, crisis intervention, an emergency youth shelter and other resources for troubled youth and their families in Oklahoma County. In 2022, they started a designated fund to support their Tiny Homes initiative.

• Tiny Homes Fund

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

Sustainable Journalism Foundation benefiting NonDoc The fund aims to create a dedicated funding stream for independent journalism in Oklahoma to encourage quality journalism with context that enables civic involvement.

University of Oklahoma College of Dentistry The college works to improve the health of Oklahomans and shape the future of dentistry by developing highly qualified dental practitioners and scientists. The Kirkpatrick Family Fund established this fund to support dental care for Oklahoma residents at or below the poverty line.

• Dr. E.E. Kirkpatrick Indigent Dental Care Fund

Untitled ARTSPACE ARTSPACE at Untitled is a creative incubator for living artists to work, teach, reside and display their art in an environment that stimulates curiosity, nurtures dialogue and invites everyone to participate.

2023 NONPROFIT ENDOWMENT REPORT

N E W O U T- O F - S TAT E F U N D S

American Ballet Theater, New York, NY The American Ballet Theatre is a cultural institution dedicated to preserving and extending the legacy of classical dancing. In 2022, the Kirkpatrick Family Fund established a fund to support the operating needs of ABT’s educational programs.

• Christian Keesee American Ballet Theatre Education Fund

Frick Collection, New York, NY The Frick Collection is a premier museum and research center known for its distinguished Old Master paintings and outstanding examples of European sculpture and decorative arts. In 2022, the Kirkpatrick Family Fund established a fund to support the museum’s operations.

• Christian Keesee Frick Collection Endowment Fund

Hofstra University Department of Drama and Dance, Hempstead, NY Hofstra’s Department of Drama & Dance deepens students’ appreciation for the arts and prepares them to pursue careers in the arts. In 2022, the Kirkpatrick Family Fund established a fund to support annual scholarships to the university’s dance program.

• Larry Keigwin Endowment Scholarship Fund

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

Metropolitan Opera, New York, NY Home to some of the most talented artists in the world, the Metropolitan Opera stages hundreds of performances each year. In 2022, the Kirkpatrick Family Fund established a fund to support the opera’s operations.

• Christian Keesee Metropolitan Opera Fund

St. Thomas Choir School, New York, NY St. Thomas Choir School nurtures and educates the treble choristers of the St. Thomas Choir of Men and Boys. In 2022, the Kirkpatrick Family Fund established a fund to provide financial aid for students attending the school.

• Christian Keesee St. Thomas Choir School Fund

Tate Americas Foundation, New York, NY The Tate Americas Foundation acquires works of art from North and Latin America for the United Kingdom’s Tate museums. In 2022, the Kirkpatrick Family Fund established a fund to support acquisitions.

• Christian Keesee Tate Americas Foundation Acquisitions Fund

2023 NONPROFIT ENDOWMENT REPORT

Strong Investments OCCF Investment Performance

Fiscal YTD

Rate of Return

10.94%

July 1, 2022 – June 30, 2023

9.33%

Calendar YTD Jan. 1, 2023 – June 30, 2023

7.55%

Three Years Ended June 30, 2023

6.61%

Five Years Ended June 30, 2023

10 Years

Ended June 30, 2023

How do we invest? We pool the majority of our assets together with other funds at the Community Foundation and invest them with both active managers and index funds to add value while keeping the cost low.

How do we distribute? Each year, we calculate the nonprofit’s annual distribution based on 5% of the fund’s average market value for the previous 12 quarters. This averaging allows fund distributions to remain more consistent during highs and lows in return markets.

7.15%

Four main objectives of our investment policy 1. Capital preservation. 2. Inflation protection. 3. Continual source of annual distribution for charitable purposes. 4. Investment return in the top third of professionally managed funds.

chart-mixed chart-mixed See our latest performance at:

occf.org/investment

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

G R O W Y O U R F U ND Y O U R WAY

20-Year Growth Samples

10K

15K

20K

circle $500 /yr circle $500 /yr endowed circle $10,000 /once endowed Growth comparison based on an annualized average investment performance of 7.03% over 20 years. Actual performance will vary.

25K

2023 NONPROFIT ENDOWMENT REPORT

Nonprofit Endowment Directory * New endowments established since July 1, 2022. ◊ Affiliated funds

Be part of a local nonprofit’s future!

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

Nonprofit Endowments The following nonprofits have established permanent endowment funds at the Oklahoma City Community Foundation as of June 30, 2023. Please note, many of these nonprofits have more than one fund supporting various programs. Nonprofits are listed by impact area with the date the fund was established. Learn more about these nonprofits and how you can support them at nonprofits.occf.org. Check for a matching campaign at matches.occf.org.

Oklahoma Shakespeare in the Park | 1989

A R T S & C U LT U R E : HISTORY & P R E S E R V AT I O N

Oklahoma Visual Arts Coalition | 1998

Arcadia Historical & Preservation Society | 1993

Oklahoma Youth Orchestras | 1997

Break O’Day Farm and Metcalfe Museum | 2007

Oklahoma’s International Bluegrass Festival | 2015

Cleveland County Historical Society | 2004

Opry Heritage Foundation of Oklahoma | 2012

Edmond Historical Society | 1999

Paseo Artists Association | 1992

Friends of the Oklahoma Historical Society Archives | 1998

Oklahoma Philharmonic Society | 1995 ◊

nonprofits.occf.org

2023 NONPROFIT ENDOWMENT REPORT

Oklahoma Railway Museum | 2004 Oklahoma Society Daughters of the American Revolution | 2013 Oklahoma State Firefighters Museum | 1999

National Society of Colonial Dames of America in Oklahoma | 1979 Neighborhood Alliance of Central Oklahoma | 1993

Overholser Mansion | 1978

Oklahoma Center for Nonprofits | 1993

Pottawatomie County Historical Society | 2018

Oklahoma City Crime Stoppers | 1983

Preservation Oklahoma | 2002

Oklahoma City Fire Department Project Life Endowment | 2014

Stillwater Museum AssociationSheerar Museum | 2000

Supporting 46.7% 21.8% 9.8% 7.7% 5.3% 3.3% 3.1% 2.3%

Education Arts & Culture Social Services Health-Related Youth-Serving Environmental & Animal Community Development Religious

Be part of a local nonprofit’s future!

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

Start Helping Impacted Neighborhoods Everywhere (S.H.I.N.E.) Foundation | 2014

Friends of the Norman Public Library | 2002

The Ninety-Nines Association of Women Pilots & Museum | 1990

Oklahoma Humanities Council | 1994

USA Softball | 2018

Library Endowment Trust | 1991

Oklahomans for Special Library Services | 1998

Vian Community Foundation | 2022 Willa D. Johnson Recreation Center | 2020

Payne Education Center | 1987 Science Museum Oklahoma | 1991 ◊ Weatherford Public Library Foundation | 2010

.3 MIL

Awarded in FY23

Women of AT&T, Oklahoma City Chapter | 2010

E D U C AT I O N : COMMUNIT Y O R G A N I Z AT I O N S Alliance Française d’Oklahoma, Inc. | 2009 FOLIO - Friends of Libraries in Oklahoma | 2009 Friends of the Metropolitan Library System | 1983 Friends of the Mustang Public Library | 2006

nonprofits.occf.org

2023 NONPROFIT ENDOWMENT REPORT

E D U C AT I O N : COLLEGES, UNIVERSITIES & V O C AT I O N A L SCHOOLS Francis Tuttle Foundation | 1993 Hillel Foundation - University of Oklahoma | 1982 Langston University Foundation | 1985 Metro Technology Centers Foundation | 2014 Oklahoma Baptist University | 1984 Oklahoma Christian University | 1971 Oklahoma City Community College | 1983 Oklahoma City University | 1971 Oklahoma City University Film Institute | 1998 Oklahoma City University Meinders School of Business | 1998 Oklahoma City University School of Law | 1976 Oklahoma State University – Oklahoma City | 1983 Oklahoma State University – School of Civil & Environmental Engineering | 1998 Redlands Community College | 2000

Be part of a local nonprofit’s future!

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

Southern Nazarene University | 2001 University of Central Oklahoma | 1992 University of Central OklahomaDepartment of History & Geography | 2000 University of Oklahoma Air Force ROTC Detachment 675 | 2016 University of Oklahoma Bizzell Memorial Library | 1979 University of Oklahoma College of Dentistry | 2023* University of Oklahoma Fred Jones Jr. Museum of Art | 1993 University of Oklahoma Health Sciences Center | 1986 University of Oklahoma Jerry Cooper Marching Band Scholarship | 1991 University of Oklahoma Naval ROTC | 1988

Society of Petroleum Engineers International, Oklahoma City Section Scholarship | 2010

University of Oklahoma School of Dance | 2018

Nexus Equine | 2019

E D U C AT I O N A L SUPPORT

Oklahoma Geological Foundation | 2004

Beta Eta Lambda Scholarship Foundation of Alpha Phi Alpha | 2007

Oklahoma Iris Society | 2009

Independent Insurance Agents of Oklahoma Scholarship | 1992

Oklahoma River Foundation | 2005

Markoma Christian Ministries | 2007

Oklahoma City Riversport Foundation | 2007

Oklahoma Engineering Foundation Scholarship | 2000

Oklahoma Zoological Society | 1971

Oklahoma Pilots Association | 1997

Scissortail Park Foundation | 2018

Oklahoma Single Parent Scholarship Program | 2023*

Second Chance Animal Sanctuary | 2016

Oklahoma Youth Expo | 2013 OSU - Agricultural Education Scholarship, Inc. | 2000

OKC Beautiful | 1993

Oklahoma Horticultural Society | 1989

The Nature Conservancy Oklahoma Chapter | 1993

nonprofits.occf.org

2023 NONPROFIT ENDOWMENT REPORT

ENVIRONMENT & ANIMALS: NEIGHBORHOOD A S S O C I AT I O N S Crown Heights-Edgemere Heights Neighborhood Association | 1994

Edgemere Park Preservation | 2002

Mental Health Association Oklahoma | 2015

Historic Brookhaven Neighborhood Association | 1992

Mercy Health Center | 1971

Mesta Park Neighborhood Association | 2003

NorthCare | 2014

Putnam Heights Preservation Area | 2000 Shartel Boulevard Development Authority | 2003 United Founders Neighborhood Foundation | 2019

H E A LT H - R E L A T E D Ability Connection Oklahoma | 1988 Alzheimer’s Association Oklahoma Chapter | 2003 American Cancer Society | 1975 Arthritis Foundation Oklahoma Chapter | 1992

Cavett Kids Foundation | 2001

Oklahoma Project Woman | 2023*

Children’s Health Foundation | 1985*

Planned Parenthood Great Plains | 1982

Community Health Centers Mary Mahoney Memorial Health Center | 1999

Russell-Murray Hospice | 2006

Epilepsy Foundation of Oklahoma | 1981 Fundación Manos Juntas | 2016 Health Alliance for the Uninsured | 2014

St. Anthony Hospital Foundation | 1973 Stroud Regional Medical Center Foundation | 2012 The Children’s Center | 1996 The Children’s Hospital Volunteers | 2017

Be part of a local nonprofit’s future!

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

The Leukemia & Lymphoma Society | 1999 TRC - The Recovery Center | 1992 Variety Care | 1985 Vizavance | 2004

RELIGIOUS O R G A N I Z AT I O N S 4HIM - His Healing Helping Hands International Ministries | 2007

All Souls’ Episcopal Church | 2003*

City Rescue Mission | 1999

Assemblies of God of Oklahoma Foundation | 2014

Coffee Creek Riding Center | 1994

In Search of The Lord’s Way | 2010

Dale Rogers Training Center | 1978

Life.Church | 2005

Deaconess Pregnancy & Adoption | 1975

Scope Ministries International | 1982 Sisterhood of Temple B’nai Israel | 2005

Down Syndrome Association of Central Oklahoma | 2021 EARC - Employment & Residential Centers | 2003

St. Paul’s Episcopal Cathedral | 2009

El Reno Blessing Baskets | 2021

SOCIAL SERVICES

Faith Works of the Inner City | 2012

nonprofits.occf.org

2023 NONPROFIT ENDOWMENT REPORT

Lions Meadows of Hope | 2015

Special Care | 1988

Make-A-Wish Foundation of Oklahoma | 1997

Special Olympics Oklahoma | 2001

Make Promises Happen Central Oklahoma Camp | 1997 Mary Abbott Children’s House | 2011

Speck Homes | 1974

McCall’s Communities for Life Enrichment | 1999 Meadows Center for Opportunity | 1987

Mobile Meals of El Reno | 2022

Trinity Legal Clinic | 2014

Neighborhood Services Organization | 1982

United Way of Central Oklahoma | 1979

NewView Oklahoma | 1999

Upward Transitions | 1983

OIC - Opportunities Industrialization Center | 1979

Urban League of Greater Oklahoma City | 1988

OKC Metro Alliance | 1992

Water4 | 2018

Oklahoma Baptist Homes for Children | 2008

Westview Boys Home | 2017

SOCIAL SERVICES: M I L I TA R Y & VETER ANS 45th Infantry Division Museum | 1974

Skyline | 1992

Dale K. Graham Veterans Foundation | 2021

Smile for a Child Foundation | 2019

Freedoms Foundation at Valley Forge | 2007

Be part of a local nonprofit’s future!

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

Military Order of the World Wars | 2014 Navy League for USS Oklahoma City (SSN-723) - U.S. Navy TACAMO Wing, Tinker AFB | 2002

YOUTH-SERVING O R G A N I Z AT I O N S American Energy Swim Club | 1988

Oklahoma Military Hall of Fame | 2015

Big Brothers Big Sisters of Oklahoma | 1983

Oklahoma National Guard Association Scholarship Foundation | 2014

Boy Scouts of America - Last Frontier Council | 1972

Warriors for Freedom Foundation | 2018 Will Rogers Air National Guard Retiree Association | 1997

Spanish Cove Retirement Center | 2016

nonprofits.occf.org

2023 NONPROFIT ENDOWMENT REPORT

Give hand-holding-dollar hand-holding-dollar Now Cash Gifts Mail gifts to: Oklahoma City Community Foundation 1000 N. Broadway Ave. Oklahoma City, OK 73102

Credit Cards Visit donate.occf.org for secure online giving.

Cryptocurrency Visit occf.org/crypto for a tax-efficient way to donate cryptocurrency.

Qualified Charitable Distributions from Your IRA Beginning at age 70 ½, you can make qualified charitable distributions of up to $100,000 from your IRA.

Stocks, Bonds and Mutual Funds Highly appreciated securities are tax-advantageous assets to give.

Business-Related Assets Gifting privately held C-Corp, S-Corp, LLC or limited partnerships can be an efficient tax planning strategy.

Termination of a Private Foundation Converting to a fund at OCCF can alleviate the compliance and administrative duties of running a private foundation.

Other Assets Copyrights, royalties, art, gold, coins, patents and oil and gas interests make great non-cash gifts.

Real Estate Land, vacation homes, commercial properties and primary residences offer a variety of giving opportunities.

Call us today at 405-235-5603 or visit occf.org to learn how you can make an impact.

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

Give clock Later Gift from a Will or Trust Make a provision in your will or trust to donate a portion, if not all, of your estate for the benefit of or to establish a fund.

Retirement Plan Assets Beneficiary designation forms can be used to make a gift from your 401(k), 403(b), or other qualified retirement plan. They are some of the most tax-efficient assets to gift at death.

Life Insurance Gift a fully-funded policy during your lifetime or name Oklahoma City Community Foundation as a beneficiary.

Charitable Gift Annuities Make a tax-deductible gift now in exchange for a lifetime income stream with the remainder going to a fund at a later date.

Charitable Remainder Trust Minimize tax consequences on highly appreciated assets while receiving an income stream for life or a stated period of time with the principal going to a fund at OCCF.

Charitable Lead Trust Generate a charitable deduction upon receiving a windfall or minimize estate taxes. After the trust term ends, the remainder returns to the donor or donor’s family.

2023 NONPROFIT ENDOWMENT REPORT

How to Get Started Give to an Existing Fund • Search for the nonprofit at donate.occf.org. • View all of our Endowed Nonprofit Partners at nonprofits.occf.org. • Check for a matching campaign at matches.occf.org. • Mail cash or checks to: Oklahoma City Community Foundation 1000 N. Broadway Ave. Oklahoma City, OK 73102 * Be sure to include the nonprofit’s fund name on your check! • Call us at 405-235-5603 to discuss the best way to donate noncash assets

Start a New or Designated Fund • With a minimum gift of $40,000, we can help you create a fullyendowed fund that provides a grant of at least $2,000 a year. • For organizations with an existing fund, we can help you establish a designated fund to support a specific program area with a minimum gift of $20,000.

On average, endowed funds double in 20 years. A $40,000 fund started in 2023, will likely provide $40,000 in total grant funding and still have approximately $40,000 in value by 2043.

OKLAHOMA CI T Y COMMUNI T Y FOUNDAT ION

How Can We Help?

Trisha Finnegan

Joe Carter

President & CEO 405-606-2904

Vice President, Development 405-606-2914

t.finnegan@occf.org

j.carter@occf.org

Jennifer Meckling

Madeline Bennett

Program Director 405-606-2951

Development Associate 405-606-2963

j.meckling@occf.org

madelinebennett@occf.org

FY 2023 Nonprofit Endowment Program Committee Ed Krei, Chair

Brenda Granger

Joe Carter

Debbie Hampton

Liz Charles

Shelley Maxted

Beth Shortt

Cover Illustration by Regan Loyd, Edmond, OK · @regandesign.art »

NON-PROFIT ORG. U.S. POSTAGE PAID OKLAHOMA CITY, OK PERMIT NO. 255

1000 N. Broadway Ave. Oklahoma City, OK 73102

New address or name change? Contact us at changes@occf.org or call 405-235-5603.