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One Dream at a Time One Dream at a Time ... Oklahoma City Community Foundation our m1ss1on• • The mission of the Oklahoma City Community Foundation, a non-profit public charity, is to serve the charitable needs of the Oklahoma City Oklahoma City area through the development and administration of endowment funds Community with the goal of preserving capital and enhancing its value for the Foundation benefit of the Oklahoma City area. The mission will be fulfilled by pursuit of these goals: • Provide convenient, efficient and effective ways through which donors can contribute assets to charitable purposes. • Encourage donors to create funds that will benefit the community both now and in the future. • Advocate for the development of endowment funds and provide appropriate means by which permanent endowment funds can be built and wisely managed to provide long-term support. • Develop the Funds for Oklahoma City, restricted and unrestricted community endowments, which can be used by the Trustees and the community to develop, coordinate and enhance services and programs that meet the changing needs of the community. Board of Trustees William O. Johnstone, President Founding Trustee Jeanette K.Gamba, Vice President James H. Holloman, Jr., Vice President John E. Kirkpatrick Raymond Hefner, Jr., Treasurer Ben Demps Non-Trustee Officers Christian K. Keesee John L. Belt, Secretary Linda P. Lambert Marilyn B. Myers, Assistant Secretary Anne Hodges Morgan Nancy B. Anthony, Executive Director Ronald J. Norick and Assistant Secretary Paul B. Odom, Jr. Carla S. Pickrell, Director of Administration George Records and Assistant Treasurer Richard Sias The Oklahoma City Community Foundation • 1300 N. Broadway Drive • Oklahoma City, OK 73103 405/235-5603 • 405/235-5612 fax www.occf.org web • [email protected] e-mail The Oklahoma City Community Foundation Annual Report 2 A letter from the 93 Fiscal 1998: Continued growth President means future security for the community's endowment 4 The year in review 95 Independent Auditors' Report 7 How you can make a difference 100 Index of Donor Profiles and Funds 8 Donor Profiles 104 Governance and 49 Affiliated Funds Administration: Affiliated Fund Trustees 55 Designated Endowment Advisory Committees Funds I Board of , Trustees 73 Scholarship and Award Funds . .:. Officers I 5 ; Staff 79 Field of Interest Funds 83 Donor-Advised Giving 84 Grants from Community Programs: The Fund for Oklahoma City Margaret Annis Boys Trust On the cover: The various programs and endowments of After School Options the Community Foundation support. the Community Gardening present and future needs of the greater Agency Capacity Building program Oklahoma City area. Clockwise from top: Southminster SPARK program Belle Isle Neighborl1ood Association Photograph copyright April 26 1998 the Oklahoma Publishing Co United Scottish Clans (photographcopyrightApril 1 1998 theoklahoma publishing Co.) 1998 Community Foundation Scholars Special Care Community Oklahoma an the Water a letter from the president The Oklahoma City Community Foundation will celebrate its 30th anniversary in 1999, and the foundation's Board of Trustees has begun to reflect upon its past accomplishments and to ponder its continuing role in serving the charitable interests of an Oklahoma City that is constantly evolving. William O. Johnstone In 1997, the Board of Trustees began to plan what that ro le should be: A community foundation that serves the dreams of a broad spectrum of donors and provides leadership in addressing the needs and opportunities of today, while building a permanent resource for tomorrow. In 1998, the Board and staff have made significant steps toward realizing this vision. Several focused initia­ tives have been undertaken in areas where the Community Foundation can provide significant resources and leadership. In the following pages, you will read more about how three very focused programs -- in the areas of scholarship resources, beautification and programming 2 in parks and public spaces, and non-profit management and technical assistance -­ have developed out of the long-range plan . We continue to be strong advocates and dedicated participants in NewOpportunities endowing this community, as we have since 1969. What began as one visionary's conviction that non-profits could best sustain their programs through endowment support has grown into a major community resource. John Kirkpatrick's initial vision and continued support for this program has helped the Community Foundation and hundreds of non-profit organizations build the total value of these endowments to $39.1 million. Over $1.6 million was distributed this year to Oklahoma City's charitable activities through the Designated Endowment Fund program. Southminster Spark Your community foundation now ranks 15th in the nation in the size of the endowment, and we are proud to note that we had the opportunity to direct $7 .3 million back into our community in fiscal 1998. We are dedicated to strengthening this community's endowment resources as well as our ability to meet community needs as they arise in the future. TheMargaret Annis Boys Trust Ballet Oklahoma I would like to welcome three new Trustees to the Board of the Community Foundation. Ron Norick, former Oklahoma City mayor, Christian Keesee, chairman of American Bancorp in Edmond, and Paul Odom, a real estate developer, will bring their experience and insight to further enhance our outstanding group of Trustees. Ed Barth and Frank McPherson retired from the Board after nine years of service, and James Young resigned after taking a position in Tulsa. We are extremely grateful for their service and leadership. The Community Foundation is fortunate to have input from a large and diverse group of advisory volunteers -­ both public and private, business and philanthropic. The collective expertise, ideas and dreams of our 12- member board, 17-member staff, 18 Affiliated Fund boards, 8 advisory committees, 200-plus Designated Fund agencies and more than 5,000 donors will shape a vision for tomorrow. 3 Over the next 12 months, we will host a number of anniversary activities to reflect upon the important work the Community Foundation has been able to accomplish on behalf of the community. We invite you to join us in these activities and help us celebrate the individuals and groups whose dreams for a better community have fueled our work for the past three decades. All of the people ahd organizations contained in the following pages represent these dreams -- whether singular passions or broad visions for the future. Bring us your dream . After School Option.,; William 0. Johnstone President, Board of Trustees 1998 Year-in-Review For almost three decades, the Oklahoma City Community Foundation has been quietly building our community. Our work is the result of the individual dreams of thousands of people, of all walks of life, who 'are convinced they can make a difference. In this year's annual report, you will read about many of those individuals and organiza­ tions, and how the Community Foundation helped make their dreams a reality. Taken as a whole, we hope you see in these pages a reflection of our community. Above all, the Oklahoma City Community Foundation strives to be a charitable tool that enables each citizen to change the future - whether it is to beautify a neighborhood corner, give needed assistance to a social services program, support the arts or brighten a child's smile. undreds of thousands the past few years to build more planning for higher ed ucation. Hof individuals have focused community programs that Through New Opportunities: A been touched in some utilize strategic collaborations Scholarship and Guidance way by the Community Foundation , continue to grow stronger as does Network , we awarded $65,000 in through funds and programs our commitment to bu ilding non­ scholarships this year to Oklahoma envisioned by their neighbors, profit endowment support. County college-bound seniors- a coworkers and friends . figure that wi ll be exceeded in 1999. Beginning with a long-range Initiatives bring together More than $6,400 in resource grants planning process in 1997, the resources, experience also were awarded to high school Community Foundation has tu rned and ideas guidance counselors for materials an eye toward providing enhanced By bringing togetherhigh school and programs tl1at wi ll allow them services to donors and creating vital guidance counselors, community programs and leader­ vocational traini ng advisers, ship ini tiatives that will support the scholarship providers and dreamsof tomorrow. commun ity leadersthe In 1998, we have launched three Community Fo undation has major initiatives created new fund positioned itself as a major options, restructured several advisory resource and information committees and enhanced our center for Oklahoma County investment practices. Our efforts of high school tudents Guidance counselors receive training on theinternet And finally, a John E. Kirkpatrick has continued third initiative will be his remarkable support for non­ launched in 1999 to profit agencies through matching provide charitable fund opportunities. The 1997 organizations with Kirkpatrick Challenge resulted in management and nearly 700 new donors and the technological assistance, addition of $1. l million to partici- networking opportunities pating agencies. The average and strategic planning. endowment fund increased its value These efforts will supple­ by 38 percent through this matching ment the Community fund Challenge. A community
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