Annual Report 2010

2010 Annual Report

2010 Oklahoma City Community Foundation Annual Report | 1 2 | Introduction Our Vision The Oklahoma City Community Foundation values integrity, stewardship and collaboration. We strive to be enlightened leaders with a long-term perspective of community issues and opportunities, and we encourage and assist donors’ philanthropy for the benefit of the community.

2010 Oklahoma City Community Foundation Annual Report | 1 Dear Donors and Friends:

The Oklahoma City Community Foundation values integrity, stewardship and collaboration. We strive to be enlightened leaders with a long-term perspective of community issues and opportunities, and we encourage and assist donors’ philanthropy for the benefit of the community.

The last task of the 2009 Long Range Plan process was to write a new vision statement for the Oklahoma City Community Foundation. The statement above (and also on page 1) was adopted by the Trustees in February 2010. Throughout this annual report and in additional materials that you receive from us, you will see this theme of leadership with a long-term perspective. The endowment resources that we have been fortunate to develop through the years provide an opportunity to stay with community issues for as long as needed to make a difference. As long-term stewards of donors’ endowment gifts, we work to ensure that the donors’ intent is both respected and relevant.

Education at all levels is of major importance in our country and in our state. Through our scholarship programs, counselor training workshops and literacy promotion efforts, we are making a significant contribution to increasing the capacity of individuals to improve themselves and become independent and productive citizens. For many who did not learn to read in school, this effort is a challenge but one worth pursuing for the lifetime benefits that can result.

Across the country, charities are working in areas that improve people’s lives in many ways. Our Charitable Organization Endowment Program that we’ve operated since 1970 provides significant long-term support to 300 charitable organizations. This support comes to them every year from the distributions on endowment funds contributed by thousands of donors. Maintaining the charitable infrastructure by promoting endowment giving is a cornerstone of this organization.

No area requires patience more than the beautification and preservation of our parks and public lands. While we have provided both support and expertise in the community for a number of years, in fiscal year 2010 we initiated a study of the park resources in Oklahoma City. It is our hope that the study’s findings will affirm the wonderful park resources that we have in this community and outline the opportunities that we have to increase the benefit that they provide.

None of these efforts and other initiatives would be possible without the support and interest of many donors. We thank you for all you do and hope that we can continue to be good stewards of your gifts.

Steve Mason Nancy B. Anthony President, Board of Trustees Executive Director

2 | Introduction Table of Contents

Introduction 4 Dilip and Vibha Patel: Helping Those Less Fortunate 6 Richard and Gayle Parry: Helping Shape Young Leaders 8 Tom and Judy Love: Fulfilling Charitable Goals 10 Fund Options & Online Services

Donors 12 Special Donors 16 Donor Affiliated Funds 21 Benefactors 28 Major Donors in fiscal year 2010

Endowments and Community Programs Funds 30 Advised Fund Grants 34 Charitable Organization Endowments 41 Charitable Organization Affiliated Funds 42 Field of Interest Funds 44 Scholarship & Award Funds 2010 46 Kirkpatrick Family Fund 49 Community Programs/Fund for Oklahoma City 50 Capacity Building Program 51 Margaret Annis Boys Trust/Parks & Public Spaces Initiative 52 LIFE (Literacy Is For Everyone) Initiative 53 Trustee Scholarship Initiative 54 Community Programs and Field of Interest Grants

Governance & Administration 55 Committees 56 Board of Trustees 57 Staff

Financial Report 58 Financial Highlights

Endowment Donors 62 Endowment Donors

Our Mission Statement The mission of the Oklahoma City Community Foundation, a nonprofit public charity, is to serve the charitable purposes of its donors and the charitable needs of the Oklahoma City area through the development and administration of endowment and other charitable funds with the goal of preserving capital and enhancing value.

Photographs featured on Pages 4, 6, 8 and 52: Brandon Snider Photography 2010 Oklahoma City Community Foundation Annual Report | 3 Kids Café The Kids Café at the Britton Christian Church in Oklahoma City serves students from Britton Elementary School. The site is one of 16 supported by the Regional Food Bank of Oklahoma. Through the afterschool program, students receive food, mentoring and tutoring. Dilip and Vibha Patel support the activities of the Food Bank through their advised fund at the Oklahoma City Community Foundation.

4 | Introduction Dilip and Vibha Patel Helping Those Less Fortunate

As children growing up in India, both Dilip Patel and his wife, Vibha, witnessed their parents helping those less fortunate and treating others in a manner they’d liked to “We want to help people in our be treated. community or anywhere who Now citizens of the United States, the Patels are applying are less fortunate than us due to their parents’ philosophy through grants they recommend from an advised fund at the Oklahoma City Community various circumstances.” Foundation. In addition to their fund, the couple has also established several charitable gift annuities. Dilip says their approach to charitable giving is driven by two strong beliefs. to live in the greatest country in the world and have all the opportunities we’ve had,” he adds. “To help young people get a good education so they can improve their lives and help others in the future,” he explains. Since creating their fund, the Patels have recommended “And, we want to help people in our community or anywhere grants to nonprofits such as the Regional Food Bank of who are less fortunate than us due to various circumstances.” Oklahoma. One of the organization’s programs is Kids Café, an afterschool and summer program that provides food, Education is very important to the couple. Dilip has an mentoring, tutoring and activities to at-risk children at 16 undergraduate degree in electrical engineering and a sites in central and western Oklahoma. For one Kids Café master’s degree in mechanical engineering while Vibha has location, the food provided by the Food Bank is making a real her Ph.D. in mathematics. “Good education and hard work difference in the study habits of the children, says Alyson is the key to success,” Dilip says. In the spring of 2010, the Geister, volunteer director at Britton Christian Church in couple funded a scholarship for a foster care child through Oklahoma City. Prior to their tutoring, the children receive a the Oklahoma Youth With Promise program. filling, nutritious meal that helps them concentrate better on their lessons. Since retiring from Seagate in 2000 as a senior vice president, Dilip says they have grown increasingly appreciative of their “All of the children arrive hungry in the afternoon,” she explains. good fortunes and believes it’s important to share with others. “For many, the meal they receive through the Kids Café is the only meal they’ll eat for the rest of the day. We couldn’t have a “We have traveled around the world and we feel very fortunate successful tutoring program if we didn’t provide a meal.”

2010 Oklahoma City Community Foundation Annual Report | 5 Leadership Oklahoma City Richard and Gayle Parry enjoy supporting the activities of Leadership Oklahoma City including LOYAL, a community service program for young adults, through gifts to the organization’s endowment fund at the Oklahoma City Community Foundation. In the photo with the Parrys are recent LOYAL graduates Amy Mitchell (seated), Ike Akinwande (kneeling) and Kelsey Karper.

6 | Introduction Richard and Gayle Parry Helping Shape Young Leaders

As an investment professional, it comes as no surprise that Richard Parry along with his wife Gayle like the idea of giving to charitable organization endowments at the Oklahoma City “We like the idea of making Community Foundation. gifts that have the “We like the idea of making gifts that have the ‘perpetuity/ ‘perpetuity/compound growth’ compound growth’ investment affect,” explains Richard, who is the president and chief investment officer of Tom Johnson investment affect.” Investment Management LLC. Gayle, who is self employed, worked at Local Federal Bank for more than 20 years. The couple has two children, Kristi and Michael. Beth Shortt, executive director of Leadership Oklahoma City, Richard and Gayle made their first gift in 1999 to the says the Parrys’ support of the LOYAL Program has a real Oklahoma City Community Foundation to benefit the Oklahoma impact on the community. Shakespeare in the Park endowment fund. Since that time, they have been continual donors to a variety of charitable “When Richard heard that we were considering creating organization endowments such as the Oklahoma City Museum of a program for young adults, he fired off an e-mail with a Art, Positive Tomorrows and the Jesus House to name a few. dozen great suggestions,” says Beth. “Then he agreed to serve on the steering committee to plan the program and “The number of nonprofits with endowments at the Oklahoma also served as inaugural program co-chair for two classes. City Community Foundation allows us to address a number of He is truly one of the founders of the now very successful interests with one check,” says Gayle. “This is really useful for LOYAL Program. budget and time considerations.” “Like the proverbial pebble in the pond, Richard’s Foremost among the Parrys’ charitable giving is supporting involvement in LOYAL has created positive change far organizations that they believe are important investments for the beyond its direct impact,” she adds. “The young adults community’s future and that have made or are making a difference who complete LOYAL emerge as committed, motivated for both their family and others. One of these nonprofit groups community volunteers and central Oklahoma benefits that fits the Parrys’ criteria is Leadership Oklahoma City and its from their engagement in the community in ways we LOYAL Program, a community service program for young adults. cannot begin to count.”

2010 Oklahoma City Community Foundation Annual Report | 7 Bishop McGuinness Catholic High School Tom and Judy Love are joined by two of their four children, Jenny Love Meyer and Greg Love, and granddaughter Liza Cameron in the McCarthy Gymnasium on the school’s campus. The Love family is a longtime supporter of the school. Recently, Greg served as co-chair of the rebuilding campaign for the gymnasium that is now named for Judy’s father, Edmund McCarthy.

8 | Introduction Tom and Judy Love Fulfilling Charitable Goals

For Tom and Judy Love, their road to becoming effective philanthropists began in 1964 when they leased an “Charitable giving is important abandoned filling station in Watonga, Okla. to us because we have been so From this stark beginning their family-owned and operated company, Love’s Travel Stops & Country Stores, has grown blessed that we feel it is very to include more than 260 locations along interstates and highways in 39 states and is one of the country’s top important to share with others.” privately-owned companies. It is thanks to this success that the Love family has in turn made a real impact on the Through the fund, the Love family recommends grants to a community through their philanthropy. variety of nonprofits including faith-based institutions such as Bishop McGuinness Catholic High School. The ties between “Charitable giving is important to us because we have been so the school and the Love family run deep. Judy graduated blessed that we feel it is very important to share with others,” from what was then known as Catholic High School in 1955. explains Judy. The couple’s four children – Greg, Laura, Jenny and Frank – are all graduates and four grandchildren are either currently In 1999, the couple established the Love Family Affiliated attending or recently graduated. In 2004, Judy was named Fund. In recent years, the family has directed a number of their the Bishop McGuinness High Catholic School Graduate of the Love’s Travel Stops & Country Stores locations to their fund at Year and in 2010 the renovated gymnasium was named in the Oklahoma City Community Foundation. The monthly lease memory of Judy’s father, Edmund McCarthy. income from each location generates cash that is used for charitable distributions from the Love Family Affiliated Fund. David Morton, the school’s principal, credits the Love family with making a real difference especially during the recent “The Oklahoma City Community Foundation has done an rebuilding campaign. impeccable job in helping us fulfill many of our charitable endeavors,” Judy adds. “Along with their children, Tom and Judy have been instrumental not only with their monetary gifts but also “The Loves’ generosity extends to their church, their employees by taking active roles in each of our major fundraising and their community in ways that truly make a difference,” campaigns,” he said. “Beyond all this, it is the family’s says Nancy B. Anthony, executive director. “Oklahoma City is sincere commitment to their faith and Catholic education that fortunate to have such a philanthropic family.” is the true gift to our community.”

2010 Oklahoma City Community Foundation Annual Report | 9 Your Giving Options

Let the Oklahoma City Community Foundation assist you with your charitable giving. We provide a number of fund and giving options that are certain to fit your needs. Detailed information about these options is available on our website, www.occf.org, or call us at 405/235-5603.

Types of Funds We Offer: Stocks, Bonds and Mutual Funds, if appreciated, can offer Affiliated Funds are 509(a)(3) supporting organizations you significant tax savings while maximizing their charitable and offer the type of donor involvement available through contributions. We have accounts at most brokerage firms and a private foundation but without any of the administrative can arrange for the transfer of the donated securities. burden. This is a very cost-effective option for any family or Oil and Gas Interests & Royalty Interests may allow for individual considering a private foundation. the preservation of liquid assets while maximizing the Advised Funds make charitable giving simple and flexible. An charitable contributions. Express Fund can be started for $1,000 while Gift and Legacy A Life Insurance Policy can be an effective means to fund Funds require a minimum gift of $10,000. a charitable giving plan without significant outlays of cash. Charitable Organization Endowment (COE) Funds are created If the policy is gifted, you receive a tax deduction for the to benefit a specific nonprofit organization. For a list of the 300 current cash value and future premiums could be funded with COE funds we currently administer, please see pages 34-41. additional tax deductible contributions. Scholarship and Award Funds are an option for donors Giving Later Through A Planned Gift interested in rewarding worthy students. For a list of A planned or deferred gift is a charitable gift made as part of a Scholarship and Award Funds, please see pages 44-45. donor’s tax or estate plan that provides the donor a partial tax Field of Interest Funds allow donors to establish an deduction for the gift and an income stream for a set time or endowment that benefits an area of charitable need and allow life. We can facilitate the options outlined below. We encourage our Trustees to administer the fund accordingly. Field of anyone considering a planned gift to discuss this option with Interest Funds are listed on pages 42-43. their professional advisor. For more information, please contact The Fund for Oklahoma City is an unrestricted endowment Joe Carter at 405/606-2914 or [email protected]. that serves as the primary funding source for our Community Charitable Gift Annuities (CGA) are available for individual(s) Programs and is also used by the Trustees to support new 55 years or older who want to make a gift with cash or other programs and services that meet the changing needs of the assets of at least $20,000, receive income for life and, at community. Please see pages 49-54 for more information on the end of the annuity, have the remaining assets go to the our Community Programs. charitable fund of their choosing. We offer six CGA options. Charitable Remainder Trusts provide annual income to the donor Types of Gifts We Accept: or a beneficiary(ies) for life or a term of years. In addition, the To make charitable giving as easy and flexible as possible, we accept trust is removed from the estate possibly reducing subsequent a wide variety of assets. Regardless of the type of gift, because we estate taxes. Upon the trust’s termination, the remaining assets are a 501(c)(3) public charity, contributions to us qualify for the will benefit an existing endowment or advised fund. maximum deductibility for income, gift and estate tax purposes. Charitable Lead Trusts provides income for a period of years to an endowment fund designated by the donor. At the end of Cash Gifts can be in the form of cash, check, money order or the trust term, the remaining assets can be passed on to the cashiers check. donor or designated beneficiaries. Credit Cards we accept via our secure online giving website Retirement Plan Assets can be used to maximize charitable are American Express, MasterCard and Visa. contributions by establishing an Advised Fund. Your heirs can Real Estate may be given at appraised value. If appreciated, serve as advisors to the fund, ensuring that your charitable capital gains tax may be avoided on the real estate. interests are continued into the future. Business-Related Assets such as closely held C-corp. and S-corp. Bequests allow you to designate a percentage, the residual or the stock, partnerships and LLCs can be used to make a charitable gift. entire estate to benefit an existing fund or to establish a new fund.

10 | Introduction Our Online Philanthropic Services

At the Oklahoma City Community Foundation, we strive to make charitable giving in our community accessible, easy and enduring. We understand that it’s difficult to accomplish all you want to do in a 24-hour day. That’s why our website, www.occf.org, offers as much detailed information as you want to know about how to give, what to give and when to give. Below are a few of the many features you’ll find online.

Our Planned Giving Services include a dedicated portion of our website that provides comprehensive information and tools for both donors and professional advisors as they work on estate plans. Visit www.occflegacy.org and discover: • The Wills Presentation feature provides varying scenarios related to estate plans and allows donors to see both income and tax benefits of certain types of gift options. • The GiftLaw Deduction Calculator is an estate planning tool description of services and an online giving button that allows that follows the IRS format for charitable gift annuities and donors to make an immediate gift to the endowment. charitable trusts, both lead and remainder. Secure Online Giving is available at www.occf.org/donate. You • GiftLaw Pro is a comprehensive charitable giving and tax can make a gift to any endowment fund we administer with your information online service for professional advisors that is American Express, MasterCard or Visa. You can make a one-time updated quarterly. gift or you can establish a recurring gift. Complete the simple • The GiftLaw newsletter is a free, weekly e-newsletter online form and receive an e-mail confirmation of your gift that designed for professional advisors with the latest news on will also serve as your tax receipt. tax law updates and case studies. Our Scholarship Directory provides criteria and application DonorCentral is a secure online fund reporting service that we information for the more than 100 scholarship and award provide to both donors and COE funds. Donors can track gifts, endowments we administer in what is the state’s largest review financial statements and investment performance independent scholarship program. results and recommend grants while COE fund representatives can track gifts and grant distributions. You can also review our Fund Options and all Fund Policies and Agreement Forms. Central Oklahoma Charities is the region’s most comprehensive online directory of nonprofit organizations. Each of the 300 Tip: Use our Search Engine, located at the top right of the COE funds has its own web page that lists contact information, website, to find what you’re looking for!

We’d love to talk to you in person as well! Our professional staff is ready to answer your questions and help you and your professional advisor create a charitable giving plan that meets your needs and goals. We are located at 1000 N. Broadway Ave. (corner of North 10th Street and Broadway Avenue). Stop by or call us at 405/235-5603. Please page 57 for a list of staff and direct contact information.

2010 Oklahoma City Community Foundation Annual Report | 11 Special Donors

Special Donor Funds are established by families and individuals who have made a significant charitable commitment and chosen to utilize the Oklahoma City Community Foundation to implement their goals. Special Donors designation recognizes total giving to permanent funds of $500,000 or more.

O. June Allen | 1987 Thomas & Patricia Dix Brewer | 1992 Irene P. & Samuel F. Frierson The widow of oilman Featherstone H. A native of Oklahoma city, Thomas Educational Trust | 1997 Allen, Mrs. Allen left a bequest from her Brewer lives in Springfield, Missouri and The fund was established by the estate to support the Fund for Oklahoma is a deacon in the Catholic church. His Frierson Educational Trust to provide City. wife, Dr. Patricia Dix, is an obstetrician scholarships to students attending college specializing in maternal-fetal medicine. in Oklahoma. Dr. Frierson was a native H.W. Almen/West OKC Rotary Their gift of an insurance policy is of Mississippi who practiced medicine Scholarship Fund | 2004 established as an advised fund that in Oklahoma City and died in 1961. Businessman H.W. Almen was a longtime supports the promotion and values of Scholarships are awarded through our member of the West OKC Rotary Club. A justice and peace. Trustee Scholarship Initiative. bequest in his estate left a $1.3 million gift to the club to establish a scholarship B.C. Clark Family Fund | 1992 Edward King Gaylord program for Oklahoma students. The club The B.C. Clark family created an advised Scholarship Fund | 1970 used the bequest to create the fund. fund in 1992 to celebrate the 100th Please see highlight on page 13. anniversary of B.C. Clark Jewelers. B.C. American Banjo Museum/ Clark moved to Oklahoma City in 1929 Robert A. Herring Trust | 2006 Jack Canine Fund | 2008 where the family-owned business still Established through a bequest in Mr. A manufacturer by trade, Jack Canine operates three locations. The fund Herring’s estate to support medical is passionate about the banjo. The supports a number of charities through research related to Parkinson’s disease former owner of an Indiana-based grants recommended by the family. and genetic disorders. Mr. Herring was manufacturing company aptly named The Jim Clark, a third-generation family the long-time owner of the Chelsea, Okla. Banjo Corporation, Mr. Canine helped member, is a Trustee of the Oklahoma City weekly newspaper. to establish the American Banjo Museum Community Foundation. initially in Guthrie, Okla., in 1998. In G. Ed Hudgins Family Fund | 1989 2008, Mr. Canine, who resides in Florida, W.H. Crocus Seeing Eye Dog Fund | 1998 Ed Hudgins was a founding partner of established an endowment fund for An anonymous donor established the Oklahoma City architectural and the museum with a $5 million gift. The this endowment after witnessing the engineering firm HTB, Inc. A graduate museum relocated in 2009 to Bricktown, relationship between a Seeing Eye dog of Oklahoma A&M College and a World an entertainment district located in and a blind man who worked in the same War II veteran, he established a fund to downtown Oklahoma City. building. The donor came to admire support donor advised distributions and a the trust shared between the two and scholarship at Oklahoma State University Annie & Isaac Bloom appreciated the independence the dog College of Architecture and Engineering. Educational Scholarship | 2001 provided for the man. This fund helps to Esther Bloom was a generous yet support the training and availability of William M. & Janet S. Johnson anonymous supporter of Emanuel Seeing Eye dogs for the visually impaired Scholarship Fund | 1987 Synagogue. When she died in 1997, she and is named for the first Seeing Eye dog Established through bequests from left her estate to the synagogue with the sponsored by the fund. Mr. and Mrs. Johnson to provide request that a fund be established in her opportunities for Minco, Okla., high parents’ memory and utilized for the Emanuel Synagogue | 2003 school graduates and for nursing education of the congregation’s children. Congregation Emanuel was founded in students in Oklahoma. Mr. Johnson, Oklahoma City in 1904. The Synagogue a native of Minco, was a long-time Margaret Annis Boys | 1991 is a traditional, egalitarian congregation employee of Gulf Oil. The fund also A $1.5 million bequest from her estate affiliated with The United Synagogue of supports the Nurse Education Program, created the Margaret Annis Boys Trust Conservative Judaism. The trustees of an initiative of the Oklahoma City that is used for beautification projects in the Emanuel Synagogue Endowment Community Foundation that works with public parks, medians and school grounds Fund moved the assets of the fund to take area nonprofit hospitals to address the in Oklahoma County. advantage of the long-term oversight and nursing shortage in critical care facilities. See page 50 for more information. investment opportunities available through the Oklahoma City Community Foundation. Joan Kirkpatrick | 1972 This was the first fund established at the Please see highlight on page 15. Oklahoma City Community Foundation to benefit a faith community.

12 | Donors | Year of Initial Gift John E. & Eleanor B. Kirkpatrick | 1969 Bill & Sally McNutt Foundation | 2005 Ten years after establishing their own Janet McNutt transferred the assets of her private foundation, the Kirkpatricks late parents’ private foundation to the established the Oklahoma City Community Oklahoma City Community Foundation Foundation in 1969 to provide opportunities to establish an endowment to support the for donors in the community to support family’s charitable interests. Mr. McNutt charitable causes and organizations. was a businessman and practiced law in Mr. Kirkpatrick served as the founding Oklahoma City and Mrs. McNutt was an President for the first 10 years and again active volunteer. Although the couple as a Trustee from 1985-91. The couple’s relocated to Texas in the 1980s, they philanthropic efforts were as generous as continued to support charitable interests in they were varied. Over a period of 20 years, Oklahoma City throughout their lifetimes. the Kirkpatricks supported a challenge match program for charitable organizations Milton and Mary Meier Fund | 2005 with endowments at the Oklahoma City Established by a bequest from Mrs. Meier’s Community Foundation to encourage estate, this fund supports the Fund for donors to support and help increase the Oklahoma City. A native of Arkansas, Edward King Gaylord endowments. In all, the Kirkpatrick Mary graduated with a journalism degree Education was important to Edward Challenges generated more than $58 from the University of Oklahoma in 1943. million in endowment assets for more than While working for The Daily Oklahoman, King (E.K.) Gaylord, the founder of 230 organizations. Mrs. Kirkpatrick died she met Milton Meier, an editor. The the Oklahoma Publishing Company. in 1998 and Mr. Kirkpatrick passed away couple married in 1947. In 1993, Mrs. He understood that it could make in 2006. Together, the couple created a Meier created the Lt. Felix Christopher a real difference in a person’s life. philanthropic legacy that will benefit the McKean Fund in memory of her brother As owner of the Daily Oklahoman, community for generations. who was killed in World War II. Mrs. he provided scholarships for the Meier’s bequest also established the newspaper carriers and often lent his Lawton Retail Merchants following funds in honor and memory of considerable influence to education Association | 1998 the following family members: David Felix projects. To ensure his support of Through the operation of a credit bureau McKean, Felix Christopher McKean, Alice education would continue, in 1970 serving southwest Oklahoma, the and Karl Meier, Christina Moore McKean Mr. Gaylord established a scholarship Lawton Retail Merchants Association has and Mary and Christopher Moore. endowment at the Oklahoma City generated thousands of dollars of support Community Foundation. A second gift for the Lawton area. The association Ruth Mershon Fund | 2001 to the fund came through a bequest in was the primary funding source for the After graduating from the University of his estate following his death in 1974. establishment of the Lawton Community Oklahoma College of Medicine in 1949, Foundation, an Affiliated Fund of the Ruth Mershon practiced anesthesiology During the mid 1950s, Mr. Gaylord Oklahoma City Community Foundation. until her retirement in 1996. Through and other Oklahoma business leaders a bequest of the remainder value of established the Frontiers of Science Edward P. & Norma Leslie Fund | 2004 retirement accounts and other estate gifts Foundation to improve and promote Established by a bequest from the couple’s made following her death, an endowment science education in schools. For estate, the fund supports a variety of the was established that is advised by her more than 50 years the foundation couple’s charitable interests they shared family to support several scholarship sponsored lectures, testing and during their 62-year marriage. The fund also interests and her fondness for animals. benefits the Fund for Oklahoma City. Ed was symposiums for thousands of an Oklahoma City businessman who spent Dr. Gary Moore Fund | 1999 Oklahoma children and educators. more than 60 years in the insurance industry Known for his generosity, enthusiasm and In accordance with its bylaws, the and demonstrated daily his commitment to unwavering support of his alma mater, foundation was dissolved on the community and service to others. Oklahoma City University, Dr. Gary Moore centennial of statehood in 2007. dedicated much of his energy to giving Mr. Gaylord was also instrumental McGee Foundation Fund | 2001 back to the school. A 1964 graduate, Dr. in helping to locate what is now The fund supports scholarships for Moore had attended the school through the Oklahoma Christian University to the first generation students and foster Great Plan program that sought to educate community in 1958. He remained a children through our Trustee Scholarship the country’s next generation of scientists. lifelong supporter of the school. Initiative. Dean A. McGee was a co- Dr. Moore devised his own Great Plan by founder of Kerr McGee and was one of establishing a fund to support scholarships The E.K. Gaylord Fund supports nine original Trustees of the Oklahoma for liberal arts students. Also a supporter awards made through our Trustee City Community Foundation. He and of the performing arts, Dr. Moore Scholarship Initiative and the his wife Dorthea established the McGee established a fund to provide scholarships Oklahoma Youth With Promise Foundation in 1963. Their daughters for students in the university’s Dance and Scholars program. Marcia and Patricia continue this Arts Management program. scholarship support.

2010 Oklahoma City Community Foundation Annual Report | 13 Donna Nigh Foundation | 1996 Clarence E. Page Fund | 1987 Ramsey Family/Blue & Gold In honor of the former Oklahoma first lady’s An aviation pioneer, Clarence E. Page Sausage Fund | 1979 work on behalf of the state’s developmentally established the Oklahoma Air Space While working as an agricultural education disabled, a group of friends established Museum in 1980 and was the principal teacher and FFA advisor in the 1960s, Mr. the Donna Nigh Foundation in 1985. The donor. Mr. Page, whose family made the Ramsey began processing the students’ pigs foundation supports grants to provide 1889 Land Run into Oklahoma, witnessed into sausage that the students would sell to adaptive equipment for those in group the first airplane flight in Oklahoma City fund activities. The idea of selling a high homes or individuals cared for by their and learned to fly as an Army pilot during quality sausage product as a fundraiser families as well as other grants to benefit World War I. During World War II, he took off and the family soon founded Blue those diagnosed with mental retardation. In conducted a primary flight training school & Gold Sausage Co. The Ramseys started 1996, the foundation’s assets were moved to for 8,500 cadets at Cimarron Field (now an advised fund in 2001 to perpetuate the Oklahoma City Community Foundation. Clarence E. Page Airport) in Oklahoma City their support of agricultural education and Mustang Field in El Reno. Although scholarships and programs. Oklahoma City Jewish Mr. Page died in 1989, distributions from Community Foundation | 1999 several funds he established continue to Edna Ratliff Fund | 2001 Several funds were transferred by the support the aviation exhibits at Science Edna Ratliff moved to Oklahoma City in Oklahoma City Jewish Community Museum Oklahoma. the 1920s to attend business school and Foundation to the Oklahoma City soon began working for Liberty National Community Foundation in 1999. The William T. Payne Fund | 1976 Bank. One of the first female trust earnings support the Jewish Federation of From humble beginnings, William T. officers in Oklahoma, she worked for the Greater Oklahoma City and a wide range Payne would go on to establish himself bank for 48 years before retiring in 1976. of activities of interest to the Oklahoma as a well respected and successful oil Contributions from Miss Ratliff’s estate, City Jewish population. Funds within man. Known for his business acumen including mineral interests, support the Oklahoma City Jewish Community and integrity, the founder of Big Chief several health-related organizations and Foundation include: Drilling lived by the adage “the price we other community needs. pay for living on Earth is what we do for Ron and Julie Arvine Trust Fund others.” Mr. Payne died in 1981. A bequest Records-Johnston Family Foundation | 1979 Jerry B. and Jacqueline Leibs Bendorf Fund in his estate established a permanent Ross Johnston established the foundation in Morris Butkin Fund endowment at the Oklahoma City honor of his father, Willard Johnston, who Charles Caylen Holocaust Memorial Fund Community Foundation that more than made the 1889 Land Run and later started Dor L’Dor Fund doubled our organization’s assets. Today, the first commercial bank in Shawnee, Richard H. and Adeline Fleischaker Fund three generations of his family continue to Okla. Ross joined his father in the banking Shanker Frank Israel Friendship Fund recommend grants from the fund. business after World War I. He later entered Justin and Linda Gardner Fund the mortgage business, helping to establish Sylvia and Jack Golsen Family Fund F. M. & Thelma Petree Fund | 1977 Midland Mortgage Company, now known Bob and Joy Heiman Fund A graduate of the University of Oklahoma as The Midland Group headed by his son- Holocaust Education Fund Law School, F.M. “Pete” Petree married in-law, George J. Records. Contributions Carrie Jacoby Fund Thelma in 1939. In addition to establishing support Casady School and other education Karchmer Charitable Trust Fund Liberty Mortgage, Mr. Petree was chairman and scholarship funds. Jack and Johanna Price Fund of the executive committee of Oklahoma Aviva Goldstein Reshef Fund City University and helped the university Bert R. Reed Jr. Fund | 1998 Dr. Leonard and Zel Rozin Fund recover from near bankruptcy in the An Oklahoma City native, Bert Reed Schneider Family Fund 1970s. Mr. Petree was a past Trustee of the Jr. was an accomplished attorney and Shanker Family Fund Oklahoma City Community Foundation. businessman. In addition to practicing Janice and Joe L. Singer Family Fund Contributions support Oklahoma law, he also worked in the banking Joe B. and Ann G. Singer Fund City University and other charitable industry and held licenses in both real Joe L. Singer Memorial Fund organization endowments. estate and insurance. Mr. Reed was an Mary and Larry Trachtenberg Fund active participant and supporter of several Winona S. Presley Fund | 1999 civic groups including the Downtown After graduating from Oklahoma A&M Kiwanis, Oklahoma Zoological Society College, Winona Shingleton taught school and Oklahoma City Museum of Art. He before marrying Edwin L. Presley in 1952. created an advised fund in 1998 and During her life, Mrs. Presley established further funded it through a bequest in his endowments for the Oklahoma 4-H estate following his death in 2008. Foundation, the University of Central Oklahoma and Oklahoma City University. Her bequest to the Oklahoma City Community Foundation supports the Fund for Oklahoma City and continues her strong support of education.

14 | Donors | Year of Initial Gift A. Tom F. and Gladys Seale Fund | 1986 Olive May Steward Although childless, Tom and Gladys Seale Fund for Human Services | 1994 loved children. Tom was an engineer with The fund was established through a bequest Kerr McGee and is credited with designing from Miss Steward to serve the basic the first off-shore drilling rig. Prior to his welfare and health needs of the people of death in 1989, the couple established an Oklahoma City. The fund has been used to advised fund to support several youth- support direct service organizations working serving organizations. Mrs. Seale died in with the poor and disabled, to construct a 2006. A bequest in their estate will ensure medical clinic and to assist with services the fund continues to support these for those going from welfare to work. Ms. organizations and the cardiac care unit at Steward was the daughter of Judge Seymour St. Anthony Hospital. and Mary Grace Steward and worked for many years at First National Bank. Willie Elizabeth Shipley Scholarship Fund | 1981 Walter Stiller Fund | 2002 The fund was established through a The fund was established through a bequest in Miss Shipley’s will to provide bequest from Mr. Stiller to support the Joan Kirkpatrick scholarships for students who reside Fund for Oklahoma City. Born and raised in western Oklahoma. A native of in Oklahoma City, Mr. Stiller retired as Joan Kirkpatrick was a witty, stylish, Mangum and a long-time employee of treasurer of Macklanburg-Duncan. A understated and courageous the Oklahoma State Senate, Miss Shipley member of Zion Lutheran Church since woman. She was also a very effective directed that the awards not be made 1918, Mr. Stiller lived to the age of 99. philanthropist. strictly on academic achievement. Awards from the fund are made through the Tom A. Thomas Jr. Fund | 1979 The only child of John and Eleanor Oklahoma Youth With Promise program Tom A. Thomas Jr. flew 78 combat Kirkpatrick, founders of the Oklahoma that assists Oklahoma foster children missions in World War II and later built a City Community Foundation, Joan seeking a post high school education. large collection of World War II aircraft. learned early the importance of giving Along with his brother, he operated back to her community. She took Scott & Geneva Smith Fund | 2000 Thomas Concrete in Oklahoma City particular pride in her volunteer work As graduates of Central High School, Scott and was active in the pre-cast concrete and board service with organizations and Geneva Smith were made aware of the business for 26 years. Gifts from trusts such as St. Anthony Bone & Joint Oklahoma City Community Foundation established in his estate benefit more Hospital, the Oklahoma City Zoo, through the Central High School Alumni than 40 charitable organizations. Free to Live, the Oklahoma Nature Association Scholarship Fund. The fund Conservancy and the Oklahoma City supports donor advised distributions. Thomas Utterback Fund | 1999 Museum of Art where she also served Established through a bequest in Mr. on the collections committee. During Southwest Homebuilders Utterback’s will, the fund supports projects the museum’s capital campaign to Association Fund | 1999 in south Oklahoma City and scholarships. fund a new location, Joan convinced The Southwest Homebuilders Association Mr. Utterback was a longtime banker in her father to match her gift which represents more than 50 homebuilders Oklahoma City and an active supporter of resulted in the most significant gift to who build a project house each year the Capitol Hill area in Oklahoma City. the campaign. The gift was made in and donate a portion of the profits from honor of Eleanor Kirkpatrick. the sale to a charitable organization or R.A. Young Foundation Fund | 2007 project. The proceeds from the sale Born in Indian Territory in 1904, R.A. As chairman of the Kirkpatrick of property established the fund that Young was an astute businessman who Foundation, a private foundation benefits charitable organizations in loved Oklahoma. He was one of the founded by her parents in 1955, south Oklahoma City and the Wendell founders of TG&Y, a chain store company Joan began to focus the foundation’s Stewart Scholarship Fund, an endowment that had more than 920 locations resources on areas for which she had a the group established in honor of an throughout the country when it was special interest such as animal welfare association member. sold in the 1960s. Mr. Young served on and the environment. The Kirkpatrick various boards of nonprofits and civic Family Fund honored Joan’s longtime organizations and awarded scholarships support for the veterinary sciences with to worthy students with one caveat: they a gift to fund the Joan Kirkpatrick Chair had to attend a college or university in in Small Animal Internal Medicine at Oklahoma. Through a bequest in his the Oklahoma State University Center estate, a portion of his private foundation was transferred to the Oklahoma City for Veterinary Health Sciences. Community Foundation through which Prior to her death in August of annual grants are made to support 2009, Joan established endowment charitable organizations including the funds to benefit her favorite animal public library in his hometown welfare organizations. of Kingfisher.

2010 Oklahoma City Community Foundation Annual Report | 15 Donor Affiliated Funds

Donor Affiliated Funds are a great alternative to a private foundation. The Donor Affiliated Funds listed on pages 16-20 are permanent endowments with fund balances in excess of $500,000. The trustees listed with each endowment are as of June 30, 2010.

Albers Family Affiliated Fund | 2006 Both graduates of John Marshall High School, Paul and Leigh Ann Albers returned to Oklahoma City in 2007. After graduating from West Point in 1972 Paul was involved in military and other government service for many years, much of the time overseas. In 1991, he and two former colleagues founded a defense technology and homeland security oriented company that within 15 years grew to have over 500 employees. Leigh Ann graduated from the College of Nursing at the University of Oklahoma in 1978 and was active in nursing in Oklahoma City until 1995 when she and Paul were married. Paul’s company was acquired by a large defense contractor in late 2006. The couple established the Albers Family Affiliated Fund to support organizations and causes important to their family. The first grant from the fund established the Donald Albers M.D. Endowed Chair at the University of Oklahoma College of Medicine, Department of Urology, to honor and recognize Paul’s father. Dr. Albers practiced in Oklahoma City and was an adjunct faculty member at the college.

Trustees: Leigh Ann Albers, Paul Albers, Nancy B. Anthony, James C. Quillian and Martha Jennings Smith.

Bob & Nancy Anthony Family Affiliated Fund | 2009 When Nancy Anthony joined the Oklahoma City Community Foundation as Executive Director in 1985, she and her husband Bob established an advised fund. They added to it each year and established additional funds for their four daughters, Elizabeth, Christine, Suzanne and Katie B., as each one reached high school. With an additional gift in 1999, the funds were combined to create the Anthony Family Affiliated Fund that continues the family’s charitable interests and allows their daughters to experience charitable giving and civic responsibility firsthand.

Trustees: Bob Anthony, Christine H. Anthony, Suzanne Anthony, Roy Chandler, Willliam O. Johnstone, Carla Pickrell and Scott Spradling.

William E. & Margaret H. Davis Family Affiliated Fund | 1987 Bill and Margaret Davis founded the William E. Davis and Sons food distribution business in the 1950s as a family enterprise and it remained so until it was sold in 1986. All six of the Davis children were involved in the business’s management and development. The family established the William E. and Margaret H. Davis Family Affiliated Fund in 1987 to continue the family’s tradition of supporting local charities and causes. The fund was the first Affiliated Fund established at the Oklahoma City Community Foundation and over the years has made nearly $1 million in grants to charitable organizations.

Trustees: John L. Belt, John L. Boland, Richard C. Davis, William E. Davis, Nancy Payne Ellis, James H. Holloman Jr. and Marnie Davis Kennedy.

16 | Donors | Year Fund Established The Everett Family Affiliated Fund Foundation | 1993

Variety Care Dr. Mark Allen Everett established a private foundation in 1960 to support his passion for the arts in Oklahoma. In 1993, Variety Care developed in 2009 following a merger Dr. Everett moved the private foundation to the Oklahoma between Oklahoma Community Health Services and City Community Foundation, continuing to support the arts, Variety Health Center, two nonprofit organizations that dance scholarships and music programs which he started served low-income families by providing accessible and at several local arts agencies and universities. Dr. Everett, a affordable health care. retired professor at the University of Oklahoma (OU) College of Medicine, also established the Mark R. Everett Scholarship Prior to the merger, the history of both organizations for the benefit of a medical student in honor of his father, have paralleled and intersected for many years. Today, the former dean of the college, and the Alice Everett Cello Variety Care provides a broad range of primary and Scholarship in honor of his mother. In addition, Dr. Everett used preventive health care services at affordable rates at its assets of a charitable remainder trust to create a fund in memory seven locations in central and southwestern Oklahoma. of Michael Adam Everett to assist in the education and treatment The organization expects to serve 50,000 patients in 2010. of youth with serious mental disorders. Although Dr. Everett Several Family Affiliated Funds recommended grants died in 2006, his charitable legacy will continue to support his in fiscal year 2010 to benefit Variety Care including the motto of “having fun doing good.” Albers Family Affiliated Funds. In 2009, Leigh Ann Albers toured Variety Care’s Lafayette facility. Trustees: Nancy B. Anthony, Liz Eickman, Howard Dean Everett, Mark Alexander Everett, Mary Jane Rutherford and Nancy Yoch. “I was so impressed that I asked my husband Paul and his sister, who is a nurse midwife and a professor at the University of New Mexico, to take the tour,” she explains. “As a registered nurse, I believe that providing accessible Robert D. & Blanche H. Gordon and affordable health care to low-income families is Family Affiliated Fund | 1993 essential and potentially life changing. Paul and I have chosen to support Variety Care because the impact that it Robert Gordon graduated from has had on our community is enormous!” Cornell University with a degree in petroleum geology and served in the U.S. Army during World War II. The Gordons moved to Oklahoma City in 1950 with the Ashland Oil Co., where Mr. Gordon served in positions from junior geologist to vice president until 1976 when he retired and became an independent petroleum geologist. The Gordon Family Affiliated Fund supports religious, educational and social service organizations in which Bob, Blanche and their children, Holly and Peggy, have a long-term interest. Mr. Gordon died in 2004 but his family continues to support local charities.

Trustees: Nancy B. Anthony, Mary M. Dedman, Nick Duncan, Peggy Duncan, Holly Elliott, Blanche Gordon, Huston Huffman and John Schaefer.

2010 Oklahoma City Community Foundation Annual Report | 17 Raymond H. & Bonnie B. Hefner Family Affiliated Fund | 1998 Raymond Hefner was born in Frederick, Okla. He served in the U.S. Coast Guard, graduated from Blackwood College and became a Certified Public Accountant. In 1950, he joined the Kirkpatrick Oil Company as one of its first employees. In 1957, Raymond and his wife Bonnie formed Bonray Oil Company and began a lifetime involvement in the oil and gas industry in both Oklahoma and on the national level. Mr. Hefner was a Trustee and Treasurer of the Oklahoma City Community Foundation. Prior to Mr. Hefner’s death in 2001, the couple and their children, Vici Heitzke, Brenda Baldwin and Richard Hefner, established the fund to support their charitable interests.

Trustees: Brenda Hefner Baldwin, Bonnie Hefner, Richard Hefner, Vici Hefner Heitzke, Carla Pickrell, George Records and James R. Tolbert III.

John and Claudia Holliman Affiliated Family Fund | 1996 Claudia Holliman, an attorney and Morgan Stanley Smith Barney Financial Advisor, and John Holliman, a Professor of Pathology at the University of Oklahoma Health Sciences Center, view the world as their community. So when the couple talks about enriching the social, cultural and educational opportunities for their neighbors, they think on a global level. Through their fund, the couple recommends grants to support a wide variety of projects and programs. They are ardent supporters of the Oklahoma City-based World Neighbors, an organization that educates citizens of developing countries around the world on how to become self-sufficient and improve their lives as well as women’s rights groups in third world countries. Local grants help support animal rescue organizations, educational institutions, the Oklahoma City Philharmonic, the Oklahoma City Zoological Society, and other charitable and civic organizations. “Our fund gives us so much pleasure,” Claudia explains. “We are able to focus on supporting the groups we want without having to worry about the administrative details. It really is a simple and easy way to make a visible impact on the causes about which you are passionate.”

“Charitable gifting is very satisfying ,” John adds. “We are also pleased that our Affiliated Fund will continue to benefit new generations long into the future.”

Trustees: Nancy B. Anthony, Marjorie Downing, Jane Harlow, Claudia Holliman and John Holliman.

Christian Keesee Charitable Trust Affiliated Fund | 2006 Philanthropy has long played a role in Christian Keesee’s life. As the grandson of John and Eleanor Kirkpatrick, founders of the Oklahoma City Community Foundation, he witnessed from an early age the impact charitable giving can have on a community. As president of the Kirkpatrick Family Fund, the largest affiliated fund at the Oklahoma City Community Foundation, Mr. Keesee helps to support areas of interest his family has supported for years. In addition, he served as a Trustee of the Oklahoma City Community Foundation and chairman of the Margaret Annis Boys Trust. With the creation of his own affiliated fund, Mr. Keesee will continue to support his charitable interests in the arts, animal welfare and education.

Trustees: Nancy B. Anthony, Blake Keesee, Christian K. Keesee, Donna McCampbell and Carla Pickrell.

18 | Donors | Year Fund Established Love Family Affiliated Fund | 1999 Tom and Judy Love leased an abandoned filling station in western Oklahoma and opened their first independent discount filling station in 1964. From these humble beginnings, Love’s Travel Stops & Country Stores is now a major presence along America’s highways and in smaller communities with more than 250 locations in 39 states. The Love Family Affiliated Fund was established by the couple in 1999 to support their family’s charitable goals. The Love Family Affiliated Fund is an important benefactor of many Oklahoma City charities.

Trustees: Nancy B. Anthony, Judy Love, Jenny Love Meyer, Carla Pickrell and Jennifer Stewart.

Malzahn Family Affiliated Fund | 1992 The fund was established in 1991 by Ed and Mary Malzahn to benefit Perry, Okla. With the help of his father, who operated a welding and machine shop, Ed developed a trenching machine which is now known by its trade name, Ditch Witch. Fifty years later, Ditch Witch equipment, designed and manufactured in Perry, is used worldwide. The Malzahn Family Affiliated Fund, which includes the Malzahn children, Don, Pam and Leasa, continues the family’s tradition of generosity and civic responsibility. Recent grants to the Perry Public Schools have included funding for upgrading the auditorium’s sound and lighting system and to purchase smartboards, computers and wireless infrastructure for all the schools.

Trustees: Nancy B. Anthony, Gwen Easter, Kirkland Hall, Rick Johnson, Don Edwin Malzhan, Gus Edwin Malzahn and Tiffani Sewell-Howard.

Janice & Joe L. Singer Family Affiliated Fund | 2004 In the 1960s, Joe Singer and his brother Alex formed Singer Brothers, a successful oil company that remains in business today. Mr. Singer was an active participant in all aspects of community life in Oklahoma City. During his lifetime, he served on several boards and was president of the Oklahoma City Jewish Community Foundation at the time of his death. For 46 years, Janice has remained an active member of Emanuel Synagogue and Emanuel Sisterhood. She is a past board member of the Jewish Federation of Oklahoma City and currently serves on the board of the Oklahoma City Jewish Community Foundation. Shortly before Joe’s death in 2004, the couple established the Singer Family Affiliated Fund to perpetuate their support of charities within the community.

Trustees: Nancy B. Anthony, William H. Bock, Grant C. Hall, Janice Singer Jankowsky, Amy R. Singer, David P. Singer and Larry B. Trachtenberg.

2010 Oklahoma City Community Foundation Annual Report | 19 Donor Affiliated Funds/Distribution Committees

Hospice Foundation of Oklahoma | 1998 Oklahoma City Retailers Using the assets from the sale of its hospice Foundation Fund | 1999 operations, the Hospice Foundation of The endowment was established by the Oklahoma created an endowment fund to Oklahoma City Retailers Association support palliative patient care throughout to benefit charitable organizations in Oklahoma. Through the fund, the Hospice the community. The Oklahoma City Foundation board has supported a survey Community Foundation provides the conducted by the University of Oklahoma’s investment and administrative services. College of Nursing to gauge the public Trustees: Bill Alexander, John L. Belt, James awareness of hospice care. The fund Daniel, Kirkland Hall, Dennis O’Keefe, Vic Petito trustees have also awarded a grant to the and William Shdeed. Senior Law Resource Center to provide Distribution Committee members: Don Germany individual assistance to people wishing to and John Shelley. complete advance directives for healthcare. Trustees: Nancy B. Anthony, Cecelia Hussien, Rural Oklahoma Community James Hyde, Stephen Mason and Foundation | 1995 Dr. Robert McCaffree. Founded by Carolyn Watson, chairman Caddo Kiowa Technology of Shamrock Bank, N.A., the Rural Lawton Community Foundation | 1999 Oklahoma Community Foundation has Center FIRST Robotics Team Since it was established in 1999, the Lawton awarded more than $690,000 in grants A grant awarded in 2010 from Community Foundation has been serving to communities, schools and teachers the Rural Oklahoma Community the charitable needs of the Lawton area in seven communities where Shamrock through scholarships, grants for community Banks are located: Altus, Apache, Caddo, Foundation endowment helped projects and matching opportunities for Clayton, Coalgate, Durant and Mountain a high school team take part in a more than 20 organizations to establish View. For more information, please visit robotics competition. Not only charitable endowments. Initial funding www.RuralOklahoma.org. In addition did the Caddo Kiowa Technology came through the Lawton Retail Merchants to this endowment, Mrs. Watson has Center’s Pre-Engineering Robotics Association, a credit reporting business. also established the Caroyln Watson team compete but they finished In 2010, the Lawton Retail Merchants Scholarship to support awards to students fourth out of 55 teams from Association was sold with the proceeds living in rural areas throughout the state. Oklahoma, Texas, Kansas and benefiting the endowment. For more Trustees: Nancy B. Anthony, Steve Lolli, Missouri and were the highest information on the Lawton Community Thom Macuila, Donna McCampbell and ranked team from the state. The Foundation, please visit www.lawtoncf.org. For Inspiration and Recognition Carolyn Watson. of Science and Technology (FIRST) Trustees: Nancy B. Anthony, Janie Billingsly, George Bridges, Scott Hatch, Nicki Livingston, Robotics Competition required Gene Love and Cindy Ross. teams to create a robot that could kick a soccer-style ball into a goal. Oklahoma City Disaster Relief Fund | 1995 Each team received a kit with Established following the 1995 bombing motors, batteries, control system, of the Alfred P. Murrah Federal Building, personal computer and a selection this fund holds the remaining assets of automation components but no of the contributions received by the instructions. The task required the Oklahoma City Community Foundation students to first plan then build to help survivors of that tragedy. The the robots. Students enrolled in fund continues to assist a large number construction, graphics, welding of individuals and families directly and auto service technology impacted by the bombing. Included programs helped to plan and build within the Disaster Relief Fund is the the robot. In the photograph with Survivors’ Education Fund which provides team members and the robot is scholarships for eligible students. Nancy Anthony, who serves as a Additionally, the relief fund continues to trustee for the Rural Oklahoma provide medical support and mental health Community Foundation. counseling for those who were injured and for first responders. Trustees: John L. Belt, Nancy L. Coats-Ashley, Susan Evans, William O. Johnstone and Martha King.

20 | Donors | Year Fund Established Benefactors

Donors who have made cumulative gifts in excess of $10,000 to permanent endowment funds are considered Benefactors. Donors who made a gift between July 1, 2009 and June 30, 2010 are noted with a n.

2010 Oklahoma City Community Foundation Annual Report | 21 Sue Dowling | 1996 Rex & Janet Fryar | 1992 Luther T. Dulaney | 1971 Daisy Radley & Bernard Fudge Jr. | 1999 Tom Dulaney | 1987 Nicholas V. & Margaret G. Duncan | 2006 G Charles & Ann Dungan | 2005 Gamba Family Fund | 1996 Durham Supply | 2007 J.C. Gardner/Gardner Investments | 1997 Jack & June Durland | 1977 E.L. and Thelma Gaylord Jack R. Durland Jr. | 1986 Foundation | 2005 George & Dorothy Gibson | 1998 E Dr. & Mrs. Gilbert C. Gibson | 1999 James L. “Mike” & Pauline Early | 1979 Pat & Nancy Gillespie | 1986 T. Winston Eason Memorial Fund | 1980 Dr. Paul & Rebecca Gillum | 2009 Thomas Thadeus & Anna L. Eason | 1981 Robert J. Gilmore | 1998 The Eberly Foundation | 1999 Roger Givens Trust | 1980 B.D. Eddie | 1970 David Glenn | 2006 n Stephan & Ellen F. Eisner | 1997 Bill & Josephine Goff Ernest Davis Grace F. Eldridge Memorial Fund | 1982 Memorial Fund | 1994 n R. L. Eldridge Memorial Fund | 1976 Roger & Virginia Gohrband | 2001 While Ernest R. Davis may have spent Robert S. & Nancy Payne Ellis | 1992 Alfred & Monte Goldman | 1983 the majority of his 76 years living near Jon Ronald Elm Memorial Fund | 1991 Sylvan N. Goldman | 1973 Guthrie, his compassion and philanthropic James A. Embry Jr. | 1996 n Goldman-Kirkpatrick Fund | 1976 nature touched countless lives in not only Robert Y. & Kathryn E. Empie | 1994 Al Good Memorial Fund | 2003 Oklahoma but across the country. A.D. & Helen V. Erdberg | 1987 Gary Good | 1996 n Reared on a farm west of Guthrie and Allen D. & Sherron S. Evans David W. Gorham | 2001 n surrounded by a close-knit extended Family Fund | 1998 n Gosset/Boyer | 1979 family, Ernest developed a lifelong devotion Broneta Evans | 1986 Melvin and Bobbie Gragg | 2004 to agriculture. This devotion propelled Harvey P. & Ruth J. Everest | 1973 Bill & Susan Grana | 1998 him to volunteer his service for many Mr. & Mrs. Jean I. Everest | 1970 n Earl Q. & Lucile R. Gray | 1978 n agriculture-based organizations including Greenberg Family | 1996 the Governor’s Board of Agriculture, the F Alan C. Greenberg Foundation | 1993 Oklahoma Youth Expo and the Oklahoma Brunel DeBost & Christiane Faris | 2005 n Andrew and Judi Gregory FFA Alumni Association. He and his wife Richard & Linda Farris | 2001 n Family Foundation | 2004 n Shirley together fanned the passion for Barbara G. Feiler | 2001 Dianne Gumerson Memorial agriculture in young people through their James D. & Margaret E. Fellers | 1986 Fund | 1996 support and promotion of youth programs Elliott C. Fenton Scholarship Dow & Jean Gumerson in both Oklahoma and on a national level. Fund | 1998 Memorial Fund | 1978 Marguerite S. Fitzwilliam Fund | 1994 Jim Gunter Memorial Fund | 2002 As one of his sons said, Ernest “cared deeply David & Pam Fleischaker | 1997 about people, and gave generously of his Richard & Adeline Fleischaker | 1979 H time, talent and treasure to support the J. Landis Fleming Memorial Fund | 1997 Habluetzel Family Foundation | 2006 n personal development of Oklahoma’s youth.” Lisa J. and David J. Flesher Jr. | 2009 n Donna Marie Theisen Haire Ernest also dedicated his time and energy Mr. & Mrs. C. Richard Ford | 1974 Memorial Fund | 2010 n for the good of the overall community Mr. & Mrs. Carl S. Ford | 1979 James L. & Carol M. Hall Family | 1992 and provided his leadership to civic Glenn A. & Suzanne D. Foster Jr. | 2005 Patty Mullins Hall Memorial Fund | 1981 organizations including the Guthrie Board Virginia Stuart Foster | 1989 Hankins Foundation | 1998 of Education, Logan County Hospital Board John Erich & Susan R. Frank | 1993 n Byrdell Hardeman | 2005 of Directors, Meridian Technology Center Mex L. Frates | 1994 Jane & James G. Harlow Jr. | 1970 n and the Crescent Cooperative Association to Frates Family | 1994 n D. Allan & Dorothy Harmon | 2001 name a few. Genevieve & Bentley Frayser | 1993 Jack and Pauline Harper Miriam Freedman | 2009 n Family Fund | 2003 Never one to draw attention to himself, Jack & Mary Ann French | 2002 Richard D. Harrison | 1979 it was not surprising that Ernest asked to Maida Parr Frensley | 2003 Edward J. Harvey | 1996 remain anonymous when making gifts Annette Karchmer Friedlander Dr. & Mrs. Charles Haunschild | 1994 n through the family’s fund at the Oklahoma Memorial Fund | 1998 Daniel E. & D. Jean Hayes | 1982 City Community Foundation. For him, it Friends of Music United | 1991 Judge Robert Hefner Family | 1979 was more about impact than accolades. Friends of St. Elizabeth Ann Seton Heritage Trust Company | 2003 n Ernest Davis died on April 25, 2010. Catholic School | 1998 Angie Hester | 1995 Alton L. Fritts | 2005 Mr. & Mrs. H.A. Hewett Jr. | 1979

22 | Donors | Year of Initial Gift n 2010 Fiscal Year Donation Terry & Vickie Hill | 2005 n Janet Kennedy | 2005 Herman & Kathleen Himes | 2006 Kerr Foundation | 1985 n Historical Preservation, Inc. | 1993 Robert S. & Grayce B. Kerr H.C. Hitch Jr. | 1988 Foundation | 1976 Herschel & Frances Hobbs | 1996 David Kenworthy Kerr Carlolyn Young Hodnett Memorial Fund | 1980 Memorial Fund | 1996 Kerr-McGee Corporation | 1971 Sarah & Dan Hogan III | 1979 Larson R. Keso DDS | 2007 Joe & Marcia Hogsett | 2006 n Mr. & Mrs. John Kilpatrick Jr. | 1975 Frances Helen Crockett Holbird | 1997 n William M. Kilpatrick Lawrence & Molly Holder | 2007 Memorial Fund | 1974 Blanche & Mildred Holland Bill & Martha King | 1998 n Memorial Fund | 1993 Kirkpatrick Bank | 2002 n Lynn & James H. Holloman Jr. | 1994 n Kirkpatrick Foundation | 1985 n Holocaust Resource Center | 2003 Dr. E.E. Kirkpatrick | 1989 Dr. & Mrs. J. William Hood | 1996 n Mr. & Mrs. John Bole Kirkpatrick | 1976 Mr. & Mrs. Robert M. Hoover Jr. | 1979 E. Phil & Roberta L. Kirschner Trust | 1991 n Donna Marie Theisen Haire Ina Hopper Fund | 2007 John S. & Donna J. Kiser | 1998 Louis B. & Anna R. Horn Perry & Jeanie Klaassen | 1999 Donna Marie Theisen Haire spent her Heritage Fund | 2008 June Knotts Memorial Fund | 1983 life caring for others. Born in 1934 Hornbeek & Blatt Architects | 2006 Harry & Rosemary Koelsch | 2005 n in Columbus, Ohio, she attended Omer Gene Hosier | 2003 Harry E. & Donna J. Kornbaum | 2003 n nursing school in Columbus and Gary & Betty Huckabay | 1994 Edward A. and Barbara N. Krei | 2004 n became a registered nurse in 1957. Hudiburg Auto Group / Diane Neal Kremm | 2001 During nursing school she married David & Lezlie Hudiburg | 1999 n Mr. & Mrs. Frank J. Kunc | 1976 her high school sweetheart, William David & Lucinda Huffman | 2004 n Haire, and they traveled the country Huston & Lexy Huffman Jr. | 2003 n L over the next 23 years in pursuit of Walter Hunzicker | 1979 n Katherine D. Lacy | 2001 his career as an architect. James Hurley | 1999 Grace LaMar/Epworth United In 1983, the family moved to Stillwater, Khader & Cecelia Hussein | 1998 n Methodist Church | 1992 Okla. and Donna soon retired from Robert D. Hutchinson | 1985 Jennifer Lambird Memorial Fund | 2006 nursing. In Stillwater, Donna became Perry A. & Mona S. Lambird | 1977 a legendary figure in her church where I Levita Adams Land Memorial Fund | 1998 she taught a first grade Sunday school Imke Family | 1994 n Hobart F. Landreth Memorial Fund | 1973 class for 10 years. An advocate for the Dorothy Goodman Langsam humane treatment of animals, Donna J Memorial Fund | 2006 frequently provided a loving home Mrs. Guy James | 1979 Sally Jo Langston | 1996 for abandoned pets and was a strong Evelyn Seagrave Janeway | 1999 Wann & Clara Langston | 1978 supporter of the Humane Society. Mel & Julie Jeffery | 2009 n Bill Larson | 1993 Linda Jennings | 1985 E.R. “Bud” & Pauline Morrison Following her death in January 2010, Bruce H. & Frances R. Johnson | 1973 Ledbetter | 1979 Donna’s family established the Donna Jana Lee Johnston | 1996 Colin & Brooke Lee | 1991 Marie Theisen Haire Memorial Fund William O. & Ann Johnstone | 1998 David W. & Lynn Lee | 1992 n at the Oklahoma City Community Fred Jones Family Foundation | 1976 Karyl Gean Lee | 2001 Foundation to honor her caring spirit Fred Jones Industries | 1994 Robert E. & Jane Lee | 1977 and to perpetuate support for the Emma Jordan Memorial Fund | 1979 Mr. & Mrs. R.W. Lee | 1992 causes she cared about. Harold I. Josey | 1972 Stanley & Jerry Lee | 1980 n “My mother gave so much to so many The Joullian Family | 1972 Joe C. & Karen L. Moehlenhoff during her lifetime and never took Leonard | 1996 n credit,” says Donna’s son, Matthew K Leppke Family Fund | 2009 n Haire. “Through this memorial fund, Betty E. & George B. Kaiser Dr. Bertha Levy | 1991 we are able to pay tribute to the Foundation | 1998 Oklahoma Lions Club Donors | 1992 remarkable life she led.” Walter Kann Foundation | 2001 Kathleen Lister | 1995 Aaron & Gertrude Karchmer | 1998 Lucille E. Little | 1975 Frederick H. & Lois Kate | 1998 n Dorris & Louis Loeffler Jr. | 1996 Richard B. Kells Jr. | 1996 n Jack & Gladys London | 1987 John and Sadhna Kelly | 2005 Raymond Long/Words of Donald S. Kennedy | 1992 Jesus Foundation | 1993

2010 Oklahoma City Community Foundation Annual Report | 23 Love’s Travel Stops & Country Stores | 2008 Judge Dick Lynn Memorial Fund | 2000

M James P. & Roselle MacKellar | 1987 L.A. & Pansy E. Macklanburg | 1970 Mary Macklanburg | 1976 Michael P. & Peggy Madden | 1994 n A.G. “Bud” & Lena Bruckner Magerus | 2001 Mahone Family Foundation | 1999 David Mahone | 2007 James Kelly Mahone | 2007 Pat Mahoney & Paul Middleton | 2006 n Maplewood Foundation | 2009 John G. Markley | 2005 Marie, George, Travis, Steve & Kym Mason | 1999 Mason/Casady School Wrestling Fund | 2006 Mr. & Mrs. E. H. Masonhall | 1986 Judge Eugene H. Mathews Fund | 1998 n Mathews Family | 2009 n Louis Loeffler Jr. Kent A. Mauk | 1998 n The word faithful describes the life of Louis Loeffler Jr. Faithful to his family, Darwin & Eleanor J. Maurer | 1973 his religion and his career, the Oklahoma City businessman touched the lives Roger & Mary McAllister | 1997 of many during his 97 years. Robert & Donna McCampbell | 1999 n McCasland Foundation | 1991 Born in Chicago in 1912, Louis moved to Oklahoma City with his family at the Michael and Barbara McCauley | 2009 n age of six. In 1930, he graduated from Classen High School and went on to Mr. & Mrs. Aubrey McClendon | 2000 receive a bachelor’s degree in mechanical engineering from the University of Gene E. McCollum Jr. Memorial Fund | 1980 Oklahoma in 1935. After graduation he went to work for the family business, M. G. McCool Memorial Fund | 1981 Federal Corporation, in Oklahoma City. Established by his father Louis Thomas O. McCullough | 1994 Loeffler Sr. in 1918, the company remains a family-owned business and is a Mr. & Mrs. Dean A. McGee | 1973 leading distributor of boiler room and power plant equipment in the state. Mike & Jenna McIntosh | 2005 n In 1939, Louis married Dorris and they raised four children. He was a devoted Jane McMillin Memorial Fund | 1997 n father and enjoyed filming extensive home videos of the family. Louis was B.G. & Sylvia McPherson | 2005 also steadfast in his religion and was very active in his church and Gideons Benny McReynolds | 2010 n International, an interdenominational group dedicated to distributing Bibles James C. & Virginia W. Meade | 1993 n around the world. Marilyn M. & K.T. “Bud” Meade Jr. | 2000 n Pearl Means | 1999 “Dad became involved with the Gideons following a Billy Graham crusade in Medical Center Volunteers | 2002 Oklahoma City during the 1950s,” says his son, Alan Loeffler. “He found great Trina and Bob Medley | 1997 n joy and satisfaction in sharing the scriptures.” Elizabeth Melton | 1996 The definition of a loyal employee, Louis worked at only one job with Howard & Merle Francis Melton | 1994 one company for his entire career of 65 years. He thoroughly enjoyed the Howard Meredith Memorial Fund | 2003 n engineering profession and was a life member of the American Society of Thomas Marshall Rogers Meredith Heating, Refrigerating and Air-Conditioning Engineers, receiving the honor Memorial Fund | 1995 n of “oldest active member” in the society at the age of 95. Merrick Foundation | 1996 Harry & Hedra Merson | 1998 n In 2007, Louis and Dorris established the Loeffler Charitable Fund at the Oklahoma The Midland Group | 1982 City Community Foundation to support various charitable organizations including Betty Skogsberg Milam | 1994 Gideons International, Regional Food Bank of Oklahoma, Skyline Urban Ministry Paul M. Milburn Foundation | 2005 n and City Rescue Mission. Although Louis died in 2009, his wife Dorris has Larry L. & Donna N. Miles | 1998 n continued the couple’s philanthropic legacy through annual grants from their Dr. Oscar H. Miller Memorial Fund | 1982 endowment fund to support the causes he was passionate about. Roberta M. Eldridge Miller | 1982 Stuart C. Miller Trust | 2007 Robert and Jane Milsten | 1997 n Lloyd Minter | 1979

24 | Donors | Year of Initial Gift n 2010 Fiscal Year Donation Mitchell Family Fund | 2008 Mr. & Mrs. William G. Paul | 2000 Donalene Moody | 1983 Stephen B. Payne Memorial Fund | 1976 Bob & Norma Jean Mooneyham | 2007 Olga Pellow | 1988 Moore Family Charitable Fund | 2008 Raina & Stan Pelofsky | 1999 Jasmine & Melvin Moran | 1997 Almeda G. Pfleeger | 2010 n Doris Morava Legacy Fund | 2008 Marion & Marvyl Phillips | 2007 James Morris Family Fund | 1995 Pick Family Fund | 2005 William B. & Virginia Morris | 1975 Carla & Nelson Pickrell | 1986 n Leo & Kay Morrison | 1998 Peter G. & Virginia M. Pierce | 1993 Sister Antoinette Morry Alice Sias Pippin | 1976 Memorial Fund | 1987 Plater Family Fund | 2005 Norman A. & Emilie Morse | 1972 Ray & Pat Potts | 1976 Jerry & Vettye Morton | 1976 Mark Wayne & Brenda Gayle Powell | 1999 Jane R. Mullaly-Rhodes | 1997 n Alice Pratt | 1987 Shannon & Wanda Murchison | 2002 Helen Eason Murphy Memorial Fund | 1976 Q Terry Simmons and Chip Schrott Matthew A. Murphy Memorial Fund | 2007 Quail Creek Bank | 1990 n Michael A. & Brooke S. Murphy | 2002 n Frederick & Jayne Quellmalz | 1982 Terry Simmons and The CHIP Fund Marilyn B. Myers | 1992 R Donors create endowment funds N H. E. & Jeannine Rainbolt | 1995 n for many different reasons. Terry Gary L. Nelson/Advanced Financial James L. Rainey | 1981 Simmons’ motivation was simple – to Solutions | 2002 Robert Glenn Rapp Foundation | 1994 help inspire others. Mark & Cathy Nestlen | 2003 n Francis & Mary Rardin Foundation | 1998 George N. Nix Memorial Fund | 2010 n Robert & Judith Raulston | 1993 A 1966 graduate of U.S. Grant High School Sam Noble | 1988 Edison A. & Helen Reber | 1986 in Oklahoma City, Terry received his Marjorie J. Norick | 2001 George J. & Nancy Records | 1990 n degree in journalism from the University Ronald J. & Margaret Norick | 2006 Dr. John Records Memorial Fund | 1988 of Oklahoma in 1970 and soon after Norick Investment Company | 1998 G. Jeffrey Records Jr. | 2003 headed to Washington, D.C. “to change Virginia Sewell Norville | 1999 Jerry A. Reed | 1992 the world.” Without a job, Terry began Althea Notson | 1999 Sharline Reedy | 2006 cleaning office buildings to support Eloise Rodkey Rees | 1997 himself. One evening he met a business O Ken & Gae Rees Family | 2003 owner whose office he was cleaning. The William J. and Gladys O’Hare | 2005 n Steven & Rhonda Regier | 2007 owner, an investor and businessman Marvin & Jeanne O’Neil | 2003 n Treva M. Reimink | 2003 named John D. “Chip” Schrott, recognized Fr. Lee O’Neil, Sister Mary Dennis Margaret K. Replogle | 1970 something special in Terry and offered and Sister Catherine O’Neill Allie P. Reynolds | 1992 him a job at his holding company Memorial Fund | 2005 n Charles Lee & Jana Lea Reynolds | 2009 n that owned several manufacturing Mary E. and Paul B. Odom Jr. | 1996 Donald W. Reynolds Foundation | 2008 companies. As their friendship grew, Oklahoma City Economic Maxey & Norman Reynolds | 1979 n Terry eventually became part owner of Development Foundation | 1990 Warren Rice Memorial Fund | 2000 Reel-O-Matic Systems, a manufacturer of Oklahoma Gas & Electric Foundation | 1987 Mr. & Mrs. W. T. Richardson | 1977 reeling and coiling equipment. Oklahoma Greenhouse Growers Clyde Riggs Construction | 2002 In 1988, Terry relocated the business Association – Diane Miller Fund | 2008 Sister Hildegarde Roan to Oklahoma City. After Chip’s death Oklahoma Natural Gas | 1992 Memorial Fund | 1987 in 2001, Terry bought the remainder of Oklahoma Speaker’s Ball | 2005 Mr. & Mrs. Bob Roberts | 1999 the company. Grateful to his mentor for Edgar R. Oppenheim Family | 1994 Clarence & Beulah Roberts | 1976 the opportunity he provided him, Terry Robert & Harriette Orbach Paul Michael Rockne Memorial Fund | 1987 wanted to help inspire others as Chip had Endowment | 1982 Elizabeth A. Rolen | 1996 inspired him. In 2010, he established the John E. Orr | 1997 n John & Velma Roring | 1976 Chip Helping Inspire People (CHIP) Fund Rosary Home & School Association | 1996 through a gift of stock. P David & Anna-Faye Rose | 1999 n Dilip & Vibha Patel | 2009 n John C. Ross | 2006 “Chip was a very generous and Dorothy Norick Patton Julian J. Rothbaum | 1999 compassionate man,” says Terry. “He & Wilbur Patton | 2006 n Marcus C. & Elizabeth A. Rowland | 1998 was responsible for my success and Dorothy A. Paul | 1977 Rozin-Funk Pancreatic Cancer I created this endowment fund to Col. (USMCR-Ret) Homer Research Fund | 2008 n continue his legacy.” and Ramona Paul | 1997 Mr. & Mrs. Joseph F. Rumsey | 1988

2010 Oklahoma City Community Foundation Annual Report | 25 Edward J. Ruscha | 2007 Melvin & Dena Spencer | 1977 Dr. Bob Rutledge | 2001 Mr. & Mrs. E.M. Stanley | 1987 Stephen L. Stark Memorial Fund | 2002 S Roy P. & June W. Stewart | 1978 St. Francis of Assisi Catholic Church | 1996 Stifel, Nicolaus & Company | 1986 St. John Missionary Baptist Church/ Mary Deane Streich | 1999 Waltine Lynette Jackson | 1996 Charles & Lois Stuart | 1977 Al & Susan Salomone | 2003 Harold C. & Joan S. Stuart Ryan Samples Family | 2009 n Foundation | 1988 Sarkeys Foundation | 1974 Mrs. R. T. Stuart | 1977 J. B. Saunders | 1979 Rose Karchmer Sugerman J. B. Saunders III | 1979 Memorial Fund | 1998 Robert C. Saunders | 1994 Fern Sullivan | 2006 n Leonard H. Savage | 1973 Carol Daube Sutton | 1982 Steve & Elizabeth Schatz | 2006 n Dr. George Miksch Sutton | 1971 Kermit Schafer/Braden Park, Frank Swan | 2003 Vivian S. Smith L.L.C. | 1999 Richard E. & Geneva T. Swan | 1979 Bill & Kim Schlittler | 1998 n Mr. & Mrs. M.A. Swatek Born in Brooklyn, New York in 1920, Milton H. Schonwald | 2005 Memorial Fund | 1970 Vivian S. Smith was an exemplary scholar. Curt Schwartz Lyric Scholarship | 1986 n Bill & Wanda Swisher | 1999 By the age of 23, she had earned both her Charles & Alleyne Schweinle | 1975 Tom Swyden | 1994 bachelor’s and Ph.D. in zoology. It was Willard & Lucille Scott | 1976 Don R. & Mary Louise Symcox | 2002 while studying for her doctorate at the Steve & Becki Seay | 2005 n University of Illinois that she met Philip Lee & Janice Segell | 1997 n T E. Smith. The couple married in 1942 and Seminoff, Bowman & Associates | 1976 Richard G. Taft Jr. Memorial Fund | 1983 several years later relocated to Oklahoma George & Sharon Seminoff | 1974 William H. Taft Memorial Fund | 1976 when Philip accepted a teaching position Gregory L. Shadid Memorial James W. Taira | 1999 n with the University of Oklahoma’s College Scholarship Fund | 2007 n Janet M. Taliaferro | 1986 of Medicine, while Vivian taught zoology Ben & Shirley Shanker | 1974 John W. & Jo Tarr | 1981 and comparative anatomy at Oklahoma Joseph R. Shaw Foundation R. Clark & Jane Taylor | 1998 City University. & Ann M. Shaw Trust | 2006 Roy & Jo Thein | 1993 It wasn’t until the couple’s four daughters William F. & Pam Shdeed | 1976 n J. Edwin, Laura, Ross & Jim Thomas were college age that Vivian found her John & Mary Sue Shelley | 2009 n Family Trust | 1997 true calling as an advocate for the elderly. Phyllis T. Shelton | 1999 Mr. & Mrs. Jimmie C. Thomas | 1979 She helped to spearhead the Oklahoma Carrie Shirk Memorial Fund | 1970 Michael C. Thomas Family | 1975 Alliance on Aging, a statewide coalition of George H. Shirk | 1978 James R. Tolbert III | 1992 organizations, agencies and individuals Carl & Beth Shortt | 1994 J. Eugene & Marilyn Torbett | 1983 whose goal is to improve the quality of life R.L. & Jeannette F. Sias | 1982 W. G. “Bill” & Marsha A. Townsend | 1999 for older Oklahomans. For more than 30 Tracy & Suzanne Silvester | 2002 Jack D. & Evelyn B. Trachtenberg | 1995 years, Vivian lent her expertise and passion Ann Gordon Singer | 1998 Larry & Mary Trachtenberg | 1998 by serving on countless boards and through Morris & Libby Singer Guy B. & Louise Treat | 1977 testimony before legislative committees. Foundation | 1977 Mr. & Mrs. Morrison G. Tucker | 1972 She was tireless in her efforts. She was a Paul L. & Helen I. Sisk Jeanine & Jack E. Turner | 1998 founding member of the Daily Living Center Charitable Trust | 1998 Robert E. & Martha Turner | 1982 in Oklahoma City which until 1982 was the Skirvin Hotel/Marcus Corporation Tyler Family | 1998 state’s only day health center for impaired Foundation | 2005 elderly. Vivian encouraged the center to Smile for a Child Foundation | 2005 n U establish an endowment at the Oklahoma R. Emery & Mary Lee Smiser | 1978 n Berrien Kinnard Upshaw | 1974 City Community Foundation to which she Smith & Kernke Funeral Homes Kathleen Everett Upshaw | 1994 made regular gifts. She died in July of 2009. and Crematory | 1998 Joe B. Smith Trust | 2007 V “It meant so much for mother to give and Paul & Lillyanne Smith | 1978 Mr. & Mrs. Lawrence V. Van Horn | 1977 n have the means to give,” says her daughter, Philip E. & Vivian S. Smith | 1986 Anne Eleanor Venters | 1997 Nancy Friot. “It was very meaningful for her Ruby Mae Smith | 1997 n Harley Eugene Venters Jr. | 1997 to support the organizations she believed in Earl & Cornelia Sneed | 1974 Zarah L. Virgin | 2006 and worked for.” Stephen Somach | 2009 n Justin E. & Marguerite E. Vogt | 1993 Soroptimist Club of Oklahoma City | 1974 Leon G. Voorhees Memorial Fund | 1974 Robert H. & Lynnie Spahn | 1999 Vose Foundation | 1981

26 | Donors | Year of Initial Gift n 2010 Fiscal Year Donation W Charles Scott Waldrop | 2000 n Robert & Shirley Wasserman | 2002 Dr. O. Alton & Dorothy Watson | 1979 Herman & Mary Wegener Foundation | 1971 n Dwight & Peggy Wehr | 2008 Marvin A. & Martha Weiss | 1998 Robert S. & Tammy Weiss | 2001 Bill & Lucy K. Westerheide | 1999 n Jerome Westheimer | 1979 Leah & Larry Westmoreland | 1997 Peter S. White | 1996 n Kathleen Wilcox | 1993 Robert E. & Viola M. Wild | 1996 Ben C. & Addie Mae Wileman | 1974 Sherril & Viola J. Williams | 2002 Florence Ogden Wilson | 1971 Brig. Gen. William Rex Wilson | 2004 Gustave R. Woerz Trust | 1989 Dorotha Wolfe | 2004 Pendleton & Robin Woods | 1986 n Roy G. & Alta Woods Memorial Fund | 1977 Electra Marie Woody | 1986 Paul S. & Conna D. Woolsey | 2006 Tom and Jane Ann Workman | 2006 Pete & Lynne White Allen & Jacque Wright | 1998 n Muriel H. Wright Heritage | 1973 For Pete and Lynne White, making memorial gifts to endowment funds at the D. & C. Wygant | 1982 Oklahoma City Community Foundation makes perfect sense. Hosie C. Wynne | 1973 “We are able to not only honor the life of someone we cared for and respected but also benefit the endowments we care most about,” explains Pete. Y M. Blake Yaffe | 1998 The couple most often directs their memorial gifts to Catalyst Behavioral Bill & Joan Yinger | 1997 Services, an organization that provides substance abuse treatment, and Carol Elizabeth Young | 1992 the Fund for Oklahoma City, the unrestricted endowment utilized by the Oklahoma City Community Foundation Trustees to meet the needs and Z opportunities within the community. Don T. & Carolyn T. Zachritz | 1992 n Supporting their community is nothing new for the busy couple. Pete is a Rob Zaslaw Memorial Fund | 1998 graduate of Oklahoma City’s Southeast High School who earned a bachelor’s Dr. Nazih Zuhdi | 2002 degree from the University of Central Oklahoma before graduating from the Oklahoma City University School of Law in 1972. He also served in the U.S. Army and Army Reserve from 1957-63, a stint that included two tours of duty. Currently, Pete practices law and represents Ward 4 on the Oklahoma City Council, a position he held initially in the 1980s before being re-elected in 2005 and 2009. In addition to his professional affiliations, Pete also volunteers at Draper Park Christian Church and has served in leadership roles for groups such as the Sooner State Games. Lynne is also a native Oklahoman and a graduate of Harding High School. She attended the University of Oklahoma and earned her master’s degree from Kean College in New Jersey where she taught school before returning to Oklahoma. No stranger to the state political scene, Lynne currently represents several state professional associations and private sector clients as a registered lobbyist. She also served as Gov. David Walters’ deputy chief of staff where she worked to advance the governor’s legislative and regulatory policies and programs before creating her own government relations consulting firm.

2010 Oklahoma City Community Foundation Annual Report | 27 Major Donors

Major Donors have made cumulative gifts between $1,000 and $10,000 to permanent endowment funds. The Major Donors listed below made gifts between July 1, 2009 and June 30, 2010.

A Josephine W. Freede Patrick & Linda Alexander Joe & Byrna Funk J. Lynton Allred Geoffrey & Jerriann Altshuler G Dr. John & Ninette Ashley Helen P. Oldham Gardner Memorial Fund Bill and Jane Garthoeffner B Joe Glosemeyer Paula Evans Baker Kevin Gordon & Janice Mathews-Gordon Marion DeVore Bank of America Foundation Todd & Leslie Griffith A devoted advocate of the arts, Michael & Anita Barlow Lonnie Matthews Groce Marion DeVore had a sincere passion Ike & Sherry Bennett for serving her community. A native Don & Grace Boulton H Mr. & Mrs. Thomas K. Harrah Oklahoman, she attended Wilson Phyllis L. Brawley Russal B. Brawley Andrew J. Haswell Jr. Elementary and Classen High School Judy J. Hatfield in Oklahoma City, as well as Smith C Frank D. and Bette Jo Hill College in Massachusetts. Mrs. The Mark Clayton Foundation Joel Holloway DeVore devoted much of her time Richard & Melissa Clements K.R. & Lois Hornbrook to civic endeavors serving on as Steven & Janna Cole Leslie S. and J. Clifford Hudson many as 15 boards of directors. She Community National Bank William & Ruth Hughes served as president of the Oklahoma Kenneth R. & Manda S. Conklin Arts Council and the Allied Arts Bert and Teresa Cooper J Foundation and was a founder of Richard W. Cooper Larry & Brenda Johnson the Oklahoma City Festival of the Cox Connects Foundation Arts in 1967. A lifetime trustee of Crescent Society K the Oklahoma City Art Museum, Winifred A. Crim John & Kathryn Kapchinske Mrs. DeVore was honored with the John L. Culbertson Don & Teresa Kastans Governor’s Arts Award in 1975, and Ronald “Skip” and Patricia Kelly in 1995, received the Governor’s D Tim & Phyllis Kersey Commendations for outstanding Charles & Julie Daniels Anupa Khastgir service in the community and state. Nancy L. Dawson Rowland & Mary Denman L “Mom had a deep love for our Brett & Tracy Dick Jean Lehr community which she demonstrated Mark & Kaye Dick John E. & Suzie Liljestrand daily,” says Peter Hoffman Jr., her Thang C. & Laurie Do John & Caroline Linehan son. “She always wanted to add value G. Pete Dosser Cathy S. Lippard wherever possible, particularly in the Brian & Marileigh A. Dougherty James B. Lowe III areas of art and education.” Mr. & Mrs. Rollin E. Drew Paul & Debby Dudman M Mrs. DeVore died in January 2010, Robert & Betty McCoy but her love of the arts lives on E R.M. McVay through her charitable contributions Ron & Lida Elkins Ted A. Metscher to the Oklahoma City Community Elliott + Associates Architects Scott Meyers Foundation to support the many Jim & Christy Everest Elizabeth Zoernig Milam organizations that were important Dwane Minor to her including the Allied Arts F Chris & Laura Mitchel Foundation and Myriad Gardens. Donald F. & Sally M. Ferrell Moesel Family Fund Suzanne Fiaccone Dana J. Martin & Bridgit A. Finley N The Fleischer Foundation Kenneth R. Nance Leslie Rainbolt-Forbes & Scott Forbes John W. & Mary D. Nichols Delmas L. & Carol J. Ford Jane Ann Norris Shaun & Kathryn Frankfurt

28 | Donors O Edward Eskridge Oklahoma Retired Firefighters Association Auto pioneer Edward “Ed” P Eskridge’s love of the automobile D. Allen & Darlene Paine industry began at an early age. Richard & Gayle Parry While working summers at his Dr. Lori Pickrell father’s downtown Oklahoma City Michael A. & Catherine J. Pollack dealership, Oklahoma Hudson, he Ronald & Sarah Pool set his goal to one day own his own Lee & Miriam Powell dealership. Born in Oklahoma City, Ed graduated from Classen High R School in 1945 and went on to serve Regional Dermatology/Tamara Hill in the U.S. Navy during World War II. Marvin & Linda Resnick After leaving the Navy, he attended Sheldon & Carol Reznik the University of Oklahoma where John F. & Patsy I. Rieger he graduated in 1951. He and his John D. Robertson wife, Barbara, were married in 1952 Linda & Ron Rosser and that same year he and a partner Joe Roundtree formed Eskridge-Wright Oldsmobile Mr. & Mrs. H.G. Rountree in the Capitol Hill area. In 1960, Mary Jane Rutherford Ed partnered with his brother-in-law, Art King, and the two successfully S operated the Oldsmobile dealership for more than 48 years, until General J.B. Schuelein Motors discontinued the brand. Don Shockey Marcel Silberman In 1970, the pair opened the first Honda dealership in the state and in 1989, Leonard & Lisa Slater they established one of the first Lexus dealerships in the country. Both Jennifer & Dale Stewart continue to operate today in addition to Eskridge Chevrolet in Guthrie and a motorcycle dealership, OKC Thunder Cycles. Ed served as president of the T Oklahoma City Motor Car Dealers and the Oklahoma Automobile Dealers Robert & Jill Taylor Association, as well as commissioner for the Oklahoma Motor Vehicle Paul T. Theisen Commission. He was very active in the Boy Scouts of America Last Frontier Jerry M. Thomason Council as an adult leader and received the Silver Beaver Award honoring Vice Admiral Emmett H. Tidd, his contributions to the program. Ed Eskridge died in June 2010, but the U.S. Navy (Retired) Eskridge family continues his legacy in the automobile industry as all four Charles Tilghman dealerships remain family-owned and operated. Townsend PTA Joe Dan & Janice Trigg “The attribute I cherish most about my dad was his unfailing love for our family, his trustworthiness and his compassionate attitude toward everyone,” V says daughter Lynn Fielding. “He was a wonderful example for all of us.” Jack H. & Sue Vaughn Donna Kennedy Vogel Ed and Barbara’s contributions to the Oklahoma City Community Foundation W support the Classen Class of 1945 Scholarship Fund, Skyline Urban Ministry Dennis A. Weigand and other charitable organization endowments. Western Concepts Charles Whittington Kenneth R. & Diana G. Wickham Elizabeth & Gary Wood Betty Wooldridge Dick & Anne Wileman Workman Y Andrew Yaffe Louiezon Young Stanton L. & Barbara Young Z Anne E. Zachritz

2010 Oklahoma City Community Foundation Annual Report | 29 Advised Fund Grants

During fiscal year 2010, Advised Fund donors at the Oklahoma City Community Foundation recommended more than $1.7 million in grants to the Oklahoma-based organizations listed below.

# C Cornerstone Assistance Network 5207 Western Foundation Caddo Kiowa Technology Center Covenant Presbyterian Church Calm Waters Center For Children and Creative Oklahoma A Families Crescent Public Schools Foundation Mary Abbott Children’s House Camp Fire USA Heart of Oklahoma Crimestoppers of Oklahoma City Aid for Individual Development Council Cross Timbers Resource Conservation and All Souls’ Episcopal Church Camp JOY Bible Conference Association Development Association Allied Arts Foundation Caney High School Crossings Community Church Alzheimer’s Association/Oklahoma & Canterbury Choral Society Crown Heights United Methodist Church Arkansas Chapter Bishop John Carroll School Cystic Fibrosis Foundation American Banjo Museum Casady School American Cancer Society Catholic Charities of the Archdiocese of D American Civil Liberties Union Oklahoma City Daily Living Centers Foundation Catholic Foundation of Oklahoma Deaconess Hospital Auxiliary American Diabetes Association CBM Ministries of the Great Southwest Deaconess Pregnancy and American Heart Association/Oklahoma Connecting Business and the Adoption Services County Division Marketplace to Christ deadCENTER Film Festival American Red Cross - Heart of Oklahoma Celebrations Preschool Defenders of Dreams Chapter Center for Children and Families, Inc. Destiny Urban Academy American Red Cross of Central Oklahoma Central Oklahoma Association for the Durant Intermediate School American Society for Mathematics Deaf & Hard of Hearing Animal Rescue Friends of Nichols Hills Central Oklahoma Habitat for Humanity E Anna’s House Foundation Chamber Music in Oklahoma East Central State University Apache Public Schools A Chance to Change Easter Seals of Oklahoma Archdiocese of Oklahoma City Chapel Hill United Methodist Church Edmond North High School Armed Services YMCA Lawton / Fort Sill Character Training Institute Edmond Public Schools Foundation Arthritis Foundation, Oklahoma Chapter Cherokee National Historical Society Emanuel Synagogue Endowment Fund Arts Council of Oklahoma City CARE - Child Abuse Response & Emerson Elementary School - Coalgate ArtSpace at Untitled Evaluation Center Equine Therapy Center Assemblies of God/General Council Child Evangelism Fellowship of Oklahoma Executive Service Corps of Central Atoka Public Schools Children’s Center Oklahoma Children’s Hospital Foundation Executive Women International B Chisholm High School - Enid Bachelor’s Club of Oklahoma City Christ the King Church F Ballet Flamenco Espanol Folclorico Christian Services of Oklahoma Faith Bible Church Company Christmas Connection Faith Works of the Inner City Baptist General Convention of Oklahoma Church of the Servant - United Methodist Fellowship of Christian Athletes Beaux Arts Committee Cimarron Alliance Foundation Firehouse Art Center Because of You Chihuahua Rescue Citizens Caring for Children First Baptist Church of Elk City Best Friends of Pets City Arts Center First Christian Church of Guthrie Big Brothers Big Sisters of Greater City Care First Presbyterian Church of Edmond Oklahoma City City Care-Whiz Kids First United Methodist Church of Prague Birth Choice of Oklahoma City Rescue Mission Food and Shelter for Friends Black Liberated Arts Center B. C. Clark Memorial United The Foundation for Oklahoma City Boone-Apache Public School District Methodist Church Public Schools Boy Scouts of America - Cherokee Area Clinton High School Fountainhead Associates Council Coal County Library 4 H.I.M. - His Healing Helping Hands Boy Scouts of America - Last Frontier Coalgate Schools International Ministries Council Coffee Creek Riding Center John Hope Franklin Center Boys & Girls Club of Oklahoma County Coleman Public School District for Reconciliation Britton Christian Church Community Literacy Centers Free to Live BritVil Community Food Pantry Community Youth Outreach

30 | Endowments and Community Program Funds Friends of Northwest Classen High K School Foundation KCSC Friends of OU Breast Institute Toby Keith Foundation Friends of the Capitol KIPP Reach College Preparatory School Friends of the Mansion Kiwanis Club Special Activities Fund PHOTO BY REX BARRETT PHOTO Full Circle Senior Adult Day Center K-Life of Greater Oklahoma City Susan G. Komen Breast Cancer G Foundation Genesis Project KOSU Girl Scouts - Western Oklahoma Godspeed Ministries of Edmond L Goodland Academy Lane Public Schools Goodwill Industries of Central Oklahoma Leadership Oklahoma City Great Plains Regional Medical Center Leadership Oklahoma Foundation League of Women Voters of Oklahoma deadCENTER Film Festival Guthrie Educational Foundation Legal Aid Services of Oklahoma Library Endowment Trust Founded in 2001, the deadCENTER H LifeChurch.tv Film Festival has become a Hackberry Flat Foundation Lions Club of OKC Downtown nationally-recognized film festival Harding Charter Preparatory School Foundation attracting thousands of attendees Harmony Community Church Little River Zoo to view more than 100 independent William Fremont Harn Gardens Lyric Theatre of Oklahoma films over a five-day period each and Homestead summer. Named for its central Guy Fraser Harrison Academy for M geographic location in Oklahoma the Performing Arts Ronald McDonald House - City, the festival was designed to Health Alliance for the Uninsured Oklahoma City promote and encourage independent Health for Friends Dean A. McGee Eye Institute film arts and inspire growth in the HeartLine Bishop McGuinness Catholic High School local film industry. Hearts for Hearing Foundation Meals on Wheels of Norman Heritage Hall School Mental Health Association of Central The event began as a two-day Holland Hall School Oklahoma screening featuring a handful of Holy Angels Catholic Church Mercy Health Center Foundation films at a single location in Oklahoma Home of Hope Messiah Lutheran Church City. Ten years later the deadCENTER Hospice Foundation of Oklahoma Metropolitan Baptist Church Film Festival has become a Hospice of Oklahoma County Midwest City-Del City Public Schools premiere platform for independent Hospice of Southwest Oklahoma Foundation filmmakers featuring outdoor Hough Ear Institute Mobile Meals of Oklahoma County Mount St. Mary High School screenings in various downtown I Ms. Kitty’s Cat Rescue Oklahoma City venues, screenplay i2E Mustang Valley PTA competitions and educational Immanuel Lutheran Church Mustard Seed Development Corporation forums drawing filmmakers from Impact Oklahoma around the world. In the photograph In His Name Ministries N above, an audience watches the 2010 Individual Artists of Oklahoma National Alliance for the Mentally Ill, documentary “Richard Garriott: Infant Crisis Services Oklahoma Chapter Man on a Mission” on the lawn Insight Ministries National Cowboy & Western Heritage at Northwest 3rd Street and E. K. Integris Baptist Medical Center of Museum Gaylord Boulevard. Oklahoma National Multiple Sclerosis, Oklahoma Integris-James L. Hall Center for Mind, Chapter The deadCENTER Film Festival Body and Spirit Nature Conservancy, Oklahoma Chapter provides year-round events to International Photography Hall of Fame Neighbor for Neighbor support the independent film arts. & Museum of Oklahoma City New Covenant Christian Church J New View Oklahoma Jesus House Newchurch Ministries Jewish Federation of Greater Nichols Hills Parks Oklahoma City Nichols Hills United Methodist Church Journey Church of Norman Donna Nigh Foundation Judicial District-25 Drug Court Norman North High School Junior Achievement of Greater Norman Public Schools Foundation Oklahoma City Norman Veterans Center Junior League of Oklahoma City NorthHaven Church

2010 Oklahoma City Community Foundation Annual Report | 31 O Oakdale School Foundation Oklahaven Childrens Chiropractic Center Oklahoma Air and Space Museum Oklahoma Arts Institute Oklahoma Baptist Homes for Children Oklahoma Bar Foundation Oklahoma Caring Foundation Oklahoma Celebration of Reading Association Oklahoma Center for Nonprofits Oklahoma Charge Volleyball Oklahoma Christian Schools Oklahoma Christian University Oklahoma City Ballet Oklahoma City Beautiful Oklahoma City Community College Foundation Oklahoma City Economic Development Foundation Oklahoma City Metro Ministries Oklahoma City Museum of Art Oklahoma City National Memorial Foundation Oklahoma City Navy League Oklahoma City Orchestra League Oklahoma City Repertory Theatre Oklahoma City Town Hall New View Oklahoma Oklahoma City University Oklahoma Conference of the United New View Oklahoma, formerly the Oklahoma League for the Blind, has been Methodist Church helping Oklahomans living with blindness since its establishment in 1949. The Oklahoma Educational Television Authority Foundation group works to empower visually impaired citizens to achieve independence Oklahoma Engineering Foundation through employment, rehabilitation and community outreach programs. Oklahoma Family Policy Council Oklahoma FFA Foundation In fiscal year 2010, New View Oklahoma received an Advised Fund grant to help Oklahoma Foundation for Excellence support the group’s Aging in Place program, a rehabilitation service for older Oklahoma Foundation for the Disabled adults with vision loss. Seniors struggling with loss of vision are often faced with Oklahoma Health Center Foundation difficulty performing normal daily tasks such as preparing meals, managing Oklahoma Heritage Association finances or using the phone. The Aging in Place program helps to teach visually Oklahoma Historical Society/ impaired seniors and their support networks how to continue to perform these Oklahoma History Center basic tasks and equip them with the skills necessary to live independently. In Oklahoma Humane Society the photograph above, Emory Finefrock demonstrates the computer skills he’s Oklahoma Humanities Council learned through the program. Thanks to the training, Emory is able to live alone Oklahoma Lawyers for Children and volunteer at an assisted living center. Oklahoma Medical Research Foundation Oklahoma Mental Health Council Thanks to this vital service, Oklahoma seniors like Emory facing vision loss are Oklahoma Outdoor Outreach Foundation able to receive training in computer-assisted technology, mobility techniques Oklahoma Outreach Foundation and home-safety instruction, as well as independent living skills such as meal Oklahoma Philharmonic Society planning, cooking and medication management. Oklahoma School of Science and Mathematics Oklahoma Shakespeare in the Park Oklahoma State Firefighters Museum Oklahoma State University Foundation Oklahoma State University-Oklahoma City Oklahoma Visual Arts Coalition Oklahoma Youth Exposition Oklahoma Zoological Society Oklahomans for Special Library Services

32 | Endowments and Community Program Funds OSU Agricultural Education St. Joseph Old Cathedral Y Scholarship Inc. St. Mark Lutheran Church YMCA Camp Classen Overholser Mansion St. Mark the Evangelist Catholic Church YMCA - Cleveland County St. Patrick Catholic Church YMCA - Downtown P St. Paul’s Episcopal Cathedral YMCA - North Side Branch Parents Assistance Center St. Stephen’s Presbyterian Church YMCA - Tinker Area Paseo Artists Association STEP Foundation YMCA of Greater Oklahoma City Payne Education Center Successful Word Church YMCA of Guthrie Peace House Foundation Suited For Success YMCA - Shawnee Peppers Ranch Sunbeam Family Services Young Life of Greater Oklahoma City Perry Public Schools Sunset Elementary Youth Services for Oklahoma County Pets & People Humane Society YWCA of Oklahoma City Planned Parenthood of Central Oklahoma T Positive Tomorrows Talihina Elementary School Possibilities TEEM - The Education and Prairie Dance Theatre Employment Ministry Project Woman Coalition Tree Bank Putnam City Public Schools Foundation Tri Delta Children’s Fund Putnam Heights Preservation Area Trinity School Tulsa Historical Society Q Turning Point Ministries Quail Community Foundation Tushka Public Schools

R U Reaching Our City United Methodist Church-Cheyenne Reaching Souls International United Way of Central Oklahoma Real Rescue United Way of Lawton/Ft. Sill Rebuilding Together OKC United Way of Logan County Regional Aids Intercommunity United Way of Norman Network - Oklahoma University of Central Oklahoma Regional Food Bank of Oklahoma Foundation Reliant Living Centers University of Oklahoma Foundation RSVP of Central Oklahoma University of Oklahoma Health Jim Riley Outreach Sciences Center Dale Rogers Training Center University of Tulsa Rotary Club 29 Foundation Upward Transitions Urban League of Greater Oklahoma City S The Urban Mission Salvation Army Santa Fe South High School V Schools for Healthy Lifestyles Variety Care Science Museum Oklahoma Veterans’ Corner Scope Ministries International Villa Teresa School Shepherds of Love Ministries Village Christian Church Shiloh Summer Camp Village United Methodist Church Sister BJ’s Pantry Voice of the Martyrs Sisters of Benedict Volunteers for Animal Welfare Skyline Urban Ministry Sooner Golden Retriever Rescue W Southern Hills Christian Church Wallace Byrd Middle School - Coalgate Southern Nazarene University Wesley United Methodist Church Southwest Church of Christ Westminster Presbyterian Church Southwest Radio Church Ministries Westminster School Special Olympics Oklahoma Westside Church of Christ St. Anthony Hospital Foundation Wildcare Foundation St. Baldrick’s Foundation Wilson Arts St. Charles Borromeo Catholic Church Wings/Special Needs Adult Community St. Gregory’s University World Neighbors St. James Catholic Church St. John’s Episcopal School

2010 Oklahoma City Community Foundation Annual Report | 33 COE Program

Our Charitable Organization Endowment (COE) Program is the largest of its type in the United States. During fiscal year 2010, we welcomed six nonprofit organizations into the program. These organizations are distinguished with an . As of June 30, 2010, the market value for the 300 organizations that comprise the COE Program was $124.7 million and annual distributions were nearly $5.3 million. For more information on the COE Program and services we provide, please visit www.occf.org/coeprogram.

Arts & Cultural Organizations OK Chorale | 2002 Junior Hospitality Club | 1980 $30,909 $158,151 Ambassadors’ Concert Choir | 1990 $114,597 Oklahoma Arts Institute | 1979 Junior League of Oklahoma City | 1977 $209,146 $210,676 American Choral Directors Association | 2009 Oklahoma Children’s Theatre | 1978 Kiwanis Club Special Activities | 2000 $19,892 $82,359 $63,339 Arts Council of Oklahoma City | 1977 Oklahoma City Ballet | 1975 L’Alliance Francaise d’Oklahoma | 2009 $324,357 $167,202 $106,747 Canterbury Choral Society | 1982 Oklahoma City Orchestra League | 1984 League of Women Voters $165,169 $328,939 of Oklahoma | 1999 $40,165 Chamber Music in Oklahoma | 1974 Oklahoma Community 2 funds: $194,092 Theatre Association | 1986 Midwest City Rotary Foundation | 2008 2 funds: $39,282 $17,236 Cimarron Opera Company | 1983 $123,212 Oklahoma Museums Association | 1994 National Society of Colonial Dames $78,833 of America in Oklahoma | 1979 City Arts Center | 1989 $168,124 $1,404,075 Oklahoma Shakespeare in the Park | 1989 $61,848 Navy League for USS Oklahoma City/ Fine Arts Institute of Edmond | 1989 E6-A Squadron | 1984 $129,022 Oklahoma Visual Arts Coalition | 1998 $71,301 2 funds: $104,433 Guy Fraser Harrison Academy The Ninety-Nines Association of Women for the Performing Arts | 1997 Paseo Artists Association | 1992 Pilots and Museum | 1990 $65,444 $61,280 2 funds: $96,337 Individual Artists of Oklahoma/ Photographic Society of America | 2010 n Oklahoma Center for Nonprofits | 1993 Linda Jaeger Memorial | 1998 $20,000 $114,431 $39,951 Prairie Dance Theatre | 1979 Oklahoma City All Sports International Photography $90,684 Scholarship Relief | 1995 Hall of Fame & Museum | 1982 Red Earth | 1983 $40,198 $368,957 2 funds: $170,028 Oklahoma City Boathouse Foundation | 2007 Jacobson Foundation | 1994 $52,894 $57,566 Community Development Oklahoma City Crimestoppers | 1983 Jazz in June | 2007 Organizations $73,884 $25,024 Association of Fundraising Oklahoma City Foundation Ladies Music Club of Oklahoma City | 1997 Professionals | 2001 for Architecture | 2009 $50,317 $20,618 $123,349 Lawton Philharmonic Society | 1994 Cimarron Alliance Foundation | 2006 Oklahoma County Bar Foundation | 1996 $82,088 $17,327 $261,441 Lyric Theatre of Oklahoma | 1971 Executive Service Corps Oklahoma Lions Service 2 funds: $1,243,886 of Central Oklahoma | 2007 $30,077 Foundation | 1992 Melton Art Reference Library/ $140,928 Legacy Collection | 1994 Executive Women International | 1982 Redbud Foundation | 2000 2 funds: $87,788 $118,154 $39,867 Jasmine Moran Children’s Museum | 1993 Impact Oklahoma | 2008 Rotary Club 29 Foundation | 1993 $91,865 $29,639 $196,045 National Cowboy & Western Heritage Jewish Federation of Museum - Docent Council | 2006 Greater Oklahoma City | 1978 2 funds: $415,499 $24,690 Organization | Year Endowment Established Endowment balance as of 6/30/2010 Organizations may also have subfunds within their endowments 34 | Endowments and Community Program Funds that benefit specific projects and programs. The fund balances listed on pages 34-41 represent fund and subfunds. Jim Thorpe Association | 2010 n El Reno Public School Foundation | 2006 $20,000 2 funds: $91,398 Women of the South | 2002 The Foundation for Oklahoma City $17,672 Public Schools | 1977 $180,540 Education: Guthrie Educational Foundation | 2009 Community Organizations $19,892 45th Infantry Division Museum | 1984 Erna Krouch Preschool | 1979 $261,325 $64,444 Friends of Libraries in Oklahoma | 2009 Markoma Christian Ministries | 2007 $24,815 $823,282 Friends of the Metropolitan Bishop McGuinness Catholic Library System | 1983 High School | 1985 45th Infantry Division Museum $109,590 $160,644 The 45th Infantry Division Museum Friends of the Mustang Midwest City-Del City Public located on Northeast 36th Street just Public Library | 2006 Schools Foundation | 2000 east of Martin Luther King Avenue $38,242 $305,272 honors Oklahoma’s contribution Friends of the Norman Millwood School District to national defense by providing Public Library | 2002 Enrichment Foundation | 2009 visitors with a glimpse into the $45,437 $24,243 state’s military history. The museum, Institute of International Moore Public Schools Foundation which opened in 1976, is named Education | 1987 for Academic Excellence | 2001 after the 45th Infantry Division of the 3 funds: $393,377 $115,607 U.S. Army that was headquartered Library Endowment Trust | 1991 Mount St. Mary Catholic in Oklahoma City. Nicknamed the $244,593 High School | 1983 Thunderbirds, the division served in World War II and the Korean War and Oklahoma City Literacy Council | 1989 2 funds: $410,811 was highly regarded for its valiant $27,159 Oklahoma Christian Schools | 2008 efforts and fighting abilities. Oklahoma Humanities Council | 1994 $39,730 $132,799 Oklahoma FFA Foundation | 2000 Admission to the museum is free Oklahomans for Special $1,093,999 and features educational exhibits Library Services | 1997 Oklahoma Foundation for the Education exploring Oklahoma’s military past, $312,080 of Blind Children & Youth | 1998 including an extensive military Payne Education Center | 1987 $36,531 weapons collection, artifacts from $121,512 Oklahoma Foundation World War II and the Korean War, for Excellence | 1988 as well as a 15-acre park displaying Education: $133,986 military vehicles, tanks and aircraft. Additionally, the museum holds Preschool-12th Grade Oklahoma School of Science and Mathematics | 1990 two annual patriotic ceremonies on Calumet School Foundation | 2003 Memorial Day and Veterans Day to $28,759 $249,068 pay tribute to our nation’s veterans. Casady School | 1977 Positive Tomorrows | 1997 8 funds: $3,852,441 $345,091 In 1984, the 45th Infantry Division Celebrations Preschool | 1977 Putnam City Public Schools Association established a COE fund $125,509 Foundation | 1992 at the Oklahoma City Community $399,528 Christ the King Catholic School | 1997 Foundation to help support the 2 funds: $110,295 Rosary Catholic School | 1996 museum’s programs, exhibits $92,953 and collections. Christian Heritage Academy | 2008 $22,605 Sacred Heart Catholic School | 2000 $294,425 Crescent Public Schools Foundation | 2009 St. Charles Borromeo $22,794 Catholic School | 1988 $62,841 Edmond Public Schools Foundation | 1989 St. Elizabeth Ann Seton 3 funds: $316,388 Catholic School | 1997 $50,934

n Endowment established during FY2010 2010 Oklahoma City Community Foundation Annual Report | 35 St. James Catholic School | 1991 St. Gregory’s Scholarship | 1988 $202,726 2 funds: $142,901 St. John Christian Heritage Francis Tuttle Foundation | 1993 Academy - Waltine Lynette Jackson $167,022 Endowment | 1996 United States Air Force Academy/ $117,569 John E. Kirkpatrick | 2001 St. John’s Episcopal School | 1983 $304,988 4 funds: $167,457 United States Military Academy/ St. Mary’s Episcopal John E. Kirkpatrick | 1979 School of Edmond | 1994 $305,202 $135,507 United States Naval Academy/ Special Care | 1988 John E. Kirkpatrick | 1978 Putnam City Public $251,644 $304,993 Schools Foundation Trinity School | 1989 University of Central Oklahoma | 1992 $83,801 3 funds: $454,336 Since 2007, the Putnam City Public Villa Teresa School | 1987 University of Central Oklahoma/ Schools Foundation has funded the $103,778 Department of History and Geography - program Challenge Day at its three Westminster School | 1975 Diane Neal Kremm | 2000 high schools. Challenge Day is a 2 funds: $480,279 $25,918 four-year character development University of Oklahoma program designed to reduce teasing, Education: Health Sciences Center | 1988 bullying and violence, increase 3 funds: $178,544 student self-esteem and build Colleges, Universities more coherent, compassionate & Vocational Schools University of Oklahoma/ Bizzell Memorial Library | 1979 school communities. The program Hillel Foundation/University 2 funds: $157,909 “challenges” the students to feel good of Oklahoma | 1982 about themselves and to accept their 4 funds: $589,399 University of Oklahoma/Fred Jones Jr. peers for who they are no matter how Langston University | 1985 Museum of Art | 1993 different they may seem. 7 funds: $824,718 $178,607 Oklahoma Baptist University | 1980 University of Oklahoma/Jerry Cooper “How we often hear our students 5 funds: $565,542 Marching Band Scholarship | 1991 describe Challenge Day is ‘life $53,483 Oklahoma City Community College | 1983 changing’,” says Caroline Gist, $165,418 University of Oklahoma/Naval ROTC | 1979 executive director. “It makes $105,375 a profound impact on all who Oklahoma Christian University | 1971 experience it.” 2 funds: $1,129,314 Oklahoma City University | 1971 Education: Scholarship The Putnam City Public Schools 8 funds: $2,368,696 & Support Organizations Foundation is able to support Oklahoma City University Beta Eta Lambda Scholarship Foundation Challenge Day thanks in part to the Film Institute | 1998 of Alpha Phi Alpha | 2007 annual distribution the organization $27,548 $19,167 receives from the COE fund Oklahoma City University Law School | 1976 Kimberly Kay Clark Naval Reserve established in 1992. In addition to 2 funds: $597,783 Association Scholarship | 1995 Challenge Day, the foundation also $20,074 Oklahoma State University/School of funds awards to teachers and staff, Moore High School Alumni books for students and medical and Civil & Environmental Engineering | 1998 2 funds: $135,270 Association Scholarships | 2005 health tests for children. 3 funds: $63,550 Oklahoma State University-Oklahoma City Horticulture Center | 1983 Muskogee Public Schools Adult 5 funds: $460,247 Day Camp Scholarship | 2009 $125,907 Opportunities Industrialization Center | 1971 $220,042 Oklahoma Engineering Foundation Scholarship | 2000 Redlands Community Colllege | 2007 $127,162 20 funds: $369,402 Oklahoma Pilots Association Southern Nazarene University Vic Jackson Scholarship | 1997 Scholarship | 1998 $35,506 $25,509

36 | Endowments and Community Program Funds OSU Agricultural Education American Lung Association Scholarship Inc. | 2000 of Oklahoma | 1994 $371,900 $6,896 Will Rogers Air National Guard Arthritis Foundation/ Scholarship | 1997 Oklahoma Chapter | 1992 $42,098 $97,559 A. Kurt Weiss Lectureship | 2007 Cavett Kids Foundation | 2001 $59,966 $91,791 Marie Welch Independent Insurance The Children’s Center | 1996 Agents of Oklahoma Scholarship | 1992 2 funds: $246,685 $63,095 Children’s Hospital Foundation | 1985 $175,250 Environment & Animal Community Health Center/Mary Cavett Kids Foundation Organizations Mahoney Memorial Health Center | 1999 Best Friends of Pets | 2004 $105,710 The Cavett Kids Foundation, formerly $37,830 Epilepsy Association of Oklahoma | 1981 known as Camp Cavett, provides Choctaw Parks Foundation | 2006 $113,918 a variety of programs and camps $36,925 for children with life-threatening Integris Baptist Medical Center | 1973 illnesses. Founded in 1997 by Danny Free to Live | 1992 2 funds: $977,135 $264,456 Cavett, a chaplain for The Children’s Integris Baptist Medical Center/ Hospital at OU Medical Center, the Friends of Martin Park James L. Hall, Jr. Center for foundation helps children battling Nature Center | 1998 Mind, Body & Spirit | 1999 chronic illnesses enjoy life while also $41,313 $126,625 learning to face their challenges. Morris Animal Foundation | 1996 Integris Southwest Medical Center | 1977 $132,677 $40,849 Currently the organization helps Myriad Gardens Foundation | 1987 The Leukemia & Lymphoma Society | 1999 more than 10,000 patients and $106,207 $19,038 their families annually through five camps, three ongoing programs The Nature Conservancy/ Lupus Foundation of America/ and numerous annual events. The Oklahoma Chapter | 1993 Oklahoma Chapter | 1995 camps provide the children with the 2 funds: $486,391 $24,785 opportunity to connect with other Oklahoma City Beautiful | 1993 Dean A. McGee Eye Institute | 1972 campers facing the same struggles, 3 funds: $293,765 $233,517 while allowing them to enjoy a Oklahoma City Geological Mercy Health Center | 1971 variety of recreational activities Foundation | 2004 $195,417 they might not otherwise be able $19,157 National Multiple Sclerosis/ to experience. The foundation also Oklahoma Horticultural Society | 1989 Oklahoma Chapter | 2000 provides arts and crafts activities for $80,406 $15,284 patients in the waiting areas of the OU Children’s Physicians Clinics, Oklahoma Iris Society | 2010 n Oklahoma Blood Institute | 2008 as well as a program to encourage $19,073 $17,278 healthy behaviors for patients in the Oklahoma River Foundation | 2005 Oklahoma Brain Tumor Foundation | 2006 pediatric dialysis unit. $398,527 $18,413 Oklahoma Zoological Society | 1971 Oklahaven Children’s In 2001, the Cavett Kids Foundation $568,026 Chiropractic Center | 1999 established a COE fund at the The Tree Bank | 1990 $23,030 Oklahoma City Community $156,619 Oklahoma Medical Foundation to help maintain and Research Foundation | 1983 enhance their valuable programs Health-Related Organizations 4 funds: $792,858 and services. Alzheimer’s Association/Oklahoma & Oklahoma Physical Arkansas Chapter | 2003 Therapy Foundation | 2004 $28,800 $65,782 American Cancer Society | 1975 Planned Parenthood $151,429 of Central Oklahoma | 1982 2 funds: $246,949 American Diabetes Association | 1977 $43,866 n Endowment established during FY2010 2010 Oklahoma City Community Foundation Annual Report | 37 Prevent Blindness Oklahoma | 2004 Oklahoma Historical Society - $17,635 Guthrie Carnegie Library | 2008 Referral Center for Alcohol $22,170 and Drug Services | 1992 Oklahoma Railway Museum | 2004 $75,770 $29,485 Russell-Murray Hospice | 2006 Oklahoma State Firefighters $27,936 Museum | 1999 St. Anthony Hospital Foundation | 1973 $43,783 $287,365 Preservation Oklahoma | 2002 United Cerebral Palsy | 1988 $26,007 $54,854 Stillwater Museum Association/ Variety Care | 1985 Sheerar Museum | 2000 $16,436 Edmond Historical Society 2 funds: $325,039 Oklahoma Westerners Established in 1984, the Edmond History & Preservation Indian Territory Posse | 1975 Historical Society preserves and Organizations $63,527 promotes the community’s heritage 95th Division Foundation | 2005 Overholser Mansion | 1978 through a collection of museum $46,978 2 funds: $115,538 exhibits, educational programs and Arcadia Historical & Preservation Westerners International | 1988 special events. Located on South $132,734 Boulevard Street in Edmond, the Society | 1993 $19,487 museum takes visitors on a trip through history beginning in the Break O’Day Farm and Neighborhood Associations 1800s when Edmond was a coal and Metcalfe Museum | 2007 Capitol View Neighborhood water stop for the Santa Fe Railroad. $57,689 Association | 2002 The museum also offers a variety Cleveland County Historical Society | 2004 $29,905 of children’s programs, including $17,222 Crown Heights-Edgemere Heights a children’s room with hands-on Edmond Historical Society | 1999 Neighborhood Association | 1994 learning activities and an annual $42,826 $175,595 “Night at the Museum” event. Friends of Oklahoma Edgemere Park Preservation Area | 2002 Historical Society Archives | 1998 $43,967 The Edmond Historical Society also $52,511 operates Oklahoma’s first one-room Historic Brookhaven Neighborhood Association | 1992 territorial schoolhouse, which is Frontier Country $80,632 located at its original address at 124 Historical Society | 2009 E. 2nd St. in Edmond. The school is $22,700 Mesta Park Neighborhood staffed with a resident schoolmarm William Fremont Harn Gardens Association | 2003 who leads students through a typical and Homestead | 1987 $59,987 1889 school day. 2 funds: $806,472 Neighborhood Alliance Lincoln County Historical Society and of Oklahoma City | 1993 In 1999, the Edmond Historical Society Museum of Pioneer History | 2008 $85,379 established a COE fund at the Oklahoma $27,847 Oklahoma City Housing City Community Foundation. Initially, Oklahoma Archaeological Survey | 1995 Services Redevelopment Corp. annual distributions from the fund $20,402 Positively Paseo | 2001 were used to renovate the museum’s $149,104 children’s room. Following the Oklahoma City-County Historical Society | 1979 Putnam Heights Preservation Area | 2000 completion of that renovation in 2008, $61,632 each annual distribution is reinvested $162,541 into the endowment to help support the Oklahoma Heritage Association | 1978 Shartel Boulevard society in the future. 3 funds: $310,158 Development Authority | 2003 $102,579 Oklahoma Historical Society/ Oklahoma History Center | 2006 4 funds: $1,621,174 Religious Organizations Oklahoma Historical Society - 4HIM - His Healing Helping Hands Cross S Ranch | 2009 International Ministries | 2007 $87,754 $35,422 All Souls’ Episcopal Church | 2003 2 funds: $712,643

38 | Endowments and Community Program Funds LifeChurch.tv | 2005 CARE - Child Abuse Response and $31,805 Evaluation Center | 1982 St. Paul’s Episcopal Cathedral | 2010 n $64,039 $19,107 Citizens Caring for Children | 1988 Sisterhood of Temple B’nai Israel | 2005 $63,940 2 funds: $54,209 City Rescue Mission | 1999 Sisters of Benedict | 2004 $75,502 $16,899 Coffee Creek Riding Center - Temple B’nai Israel Centennial | 2003 Therapeutic Horsemanship | 1994 $22,856 29,749 Consumer Credit Counseling Services of Central Oklahoma | 1999 Senior Adult $21,144 Service Organizations Deaconess Home/Pregnancy Areawide Aging Agency | 1992 and Adoption Services | 1975 $86,509 $137,560 Baptist Retirement Center | 1982 Easter Seals of Oklahoma | 1988 $132,445 $112,161 Daily Living Centers | 1978 EARC - Employment & Center for Children $257,051 Residential Centers | 2003 and Families, Inc. Edmond Senior Community $21,861 The Center for Children & Families, Foundation | 2002 Exchange Club Center for $54,434 Inc. (CCFI) has been helping the Prevention of Child Abuse | 1993 children find stability in an unstable Foundation for Senior Citizens | 1975 $112,821 world since 1969. Established as a $51,918 Firstep - OKC Metro Alliance | 1992 shelter for children who needed a Oklahoma Alliance on Aging | 2008 $346,142 safe place to stay before entering $19,732 Genesis Project | 1983 the foster care system, CCFI has Oklahoma County Senior $79,779 evolved to provide a range of services including healing abused and Nutrition Program | 1992 Heartline | 2010 neglected children, supporting and $47,541 $161,458 RSVP - Retired & Senior Volunteer educating parents and cultivating Hope Center of Edmond | 2005 neighborhood connections. Program of Central Oklahoma | 1985 $32,322 $82,532 Infant Crisis Services | 1986 In 2009, the board of directors $203,228 established the Hope for Children Social Services Organization Jesus House | 1991 Endowment at the Oklahoma Aid for Individual Development | 1981 $169,314 City Community Foundation in $158,296 recognition of the center’s 40th Legal Aid Services of Oklahoma | 1998 American Red Cross of anniversary. Named in memory 2 funds: $81,249 Central Oklahoma | 1979 of former board president Lynne $178,729 Limbs for Life Foundation | 2009 n Miller’s daughter, Hope, the $19,647 CASA of Oklahoma County | 2008 endowment will help sustain and $27,602 Make-A-Wish Foundation enhance the quality of services of Oklahoma | 1997 provided by CCFI. Catalyst Behavorial Services | 2003 $99,630 $35,877 Make Promises Happen/Central “Over time, this endowment will Catholic Charities of the Archdiocese Oklahoma Christian Camp | 1997 help to stabilize operating funds so of Oklahoma City | 1988 $79,477 programs and services can continue $130,881 for the next 40 years and beyond,” McCall’s Communities Center for Children says Katie Fitzgerald, CCFI executive for Life Enrichment | 1999 and Families, Inc. | 2010 n $450,133 director. “The Hope for Children 19,828 fund will be a critical source of Meadows Center for Opportunity | 1987 Central Oklahoma Association support, and hope, for the children $182,571 for the Deaf & Hard of Hearing | 1987 and families served by CCFI.” $43,680 Mental Health Association of Central Oklahoma | 1984 A Chance to Change | 1982 $88,689 $134,903 n Endowment established during FY2010 2010 Oklahoma City Community Foundation Annual Report | 39 Neighborhood Services Sunbeam Family Services | 1971 Organization | 1982 $265,976 $197,371 TEEM - The Education and Neighbor for Neighbor Employment Ministry | 1994 of Oklahoma City | 1973 $175,553 $296,824 United Methodist Boys Ranch | 1996 New View Oklahoma | 1999 $49,942 $127,219 United Way of Central Oklahoma | 1979 NAIC - Norman Addiction $235,042 Information and Counseling | 2007 Upward Transitions | 1983 $29,199 $76,857 Oklahoma Baptist Urban League of Greater The Salvation Army Boys and Homes for Children | 2008 Oklahoma City | 1988 Girls Club of Oklahoma City $21,669 $46,910 Oklahoma Foundation Urban Mission | 1978 Established in 1950, The Salvation for the Disabled | 1973 $212,293 Army Boys and Girls Club of $193,325 Oklahoma City provides children Willow Springs Boys Ranch | 1999 Oklahoma Foundation for the Education $39,482 of working parents with a safe, of Blind Children & Youth | 1998 educational place to spend their time $36,531 Work Activity Center | 1993 after school and during the summer. $429,049 Located on Southeast 44th Street just Oklahoma Goodwill Industries | 1979 $609,756 World Neighbors | 1971 east of Bryant Avenue, the club’s after- $744,170 school program offers recreational Oklahoma Halfway House | 1971 Youth Services for activities, as well as tutoring and $124,212 Oklahoma County | 1980 homework assistance. Children are Oklahoma Lawyers for Children | 2006 $163,216 also encouraged to participate in $32,292 fitness activities and are provided YWCA of Oklahoma City | 1971 Oklahoma Safe Kids Coalition | 2005 $103,319 healthy snacks such as fresh fruits $17,503 and vegetables through the club’s healthy lifestyles initiative. During the Peppers Ranch | 2006 Youth-Serving Organizations $33,946 summer, the organization operates Big Brothers Big Sisters of Greater a day camp offering an inexpensive Rainbow Fleet | 1979 Oklahoma City | 1983 alternative for families. Currently, $105,524 $139,114 the after-school program facilitates 70 Rebuilding Together | 2002 Boy Scouts of America - children and the summer camp serves $50,679 Last Frontier Council | 1972 60 children daily. Regional Food Bank of Oklahoma | 1985 $650,801 $198,723 In 1991, a bequest from the estate of Boys & Girls Club of Margaret Annis Boys established a COE Reliant Living Centers of Oklahoma | 1979 Oklahoma County | 2002 $337,309 fund at the Oklahoma City Community $38,080 Foundation to help support the club’s Dale Rogers Training Center | 1978 Camp Fire USA - Heart of programs and activities, and to help $275,951 Oklahoma Council | 1973 $221,716 fund scholarships for children who The Salvation Army | 1971 might not otherwise be able to afford 2 funds: $715,877 Chesapeake Swim Club | 1988 to attend. $142,654 Scope Ministries International | 1982 $96,861 Fellowship of Christian Athletes | 1976 2 funds: $279,430 Skyline Urban Ministry | 1992 $249,244 Girl Scouts - Western Oklahoma | 1978 $136,333 Special Olympics Oklahoma | 2001 $22,357 Junior Achievement of Greater Oklahoma City | 1977 SAFY - Specialized Alternatives $128,406 for Families & Youth | 2007 $17,934 Oklahoma City Police Athletic League | 1994 Speck Homes | 1974 $41,179 $576,431

COE Affiliated Funds

COE Affiliated Funds are large endowments that operate under a set of organizing documents and structure approved by the board of the Oklahoma City Community Foundation. In addition, the majority of the Affiliated Fund’s governing body (referred to as trustees) must be approved by the Oklahoma City Community Foundation. The trustees listed below served during fiscal year 2010.

Allied Arts Foundation Affiliated Fund | 1995 $980,695 Trustees: Tom Carlson, Paul Dudman, Julie Hall, Ann Johnstone Carolyn Hill Collections Endowment Fund and Lou Kerr Although a native of Oklahoma Deer Creek Affiliated Fund | 1995 City, Carolyn Hill brought an $1,328,789 outsider’s perspective to her Trustees: J. Clay Christensen, Rick DiAngelo, John Green, role as executive director of the James H. Holloman Jr. and Bob Medley Oklahoma City Museum of Art Heritage Hall Affiliated Fund | 1996 from 1994-2008. 2 funds: $745,347 Trustees: Michael Collison, John Frank, Bill Johnstone, Joe Lewallen For 30 years Carolyn lived and Jon Trudgeon and worked in New York City, first as a music teacher Leadership Oklahoma City before opening her own art Affiliated Fund | 1994 gallery in the SoHo district. When she returned in $884,648 1993 to care for her mother, she was soon tapped Trustees: Cindy Blatt, Terri Cooper, Kirkland Hall, Alison Taylor to head the Oklahoma City Museum of Art. At that and Cheryl Vaught time the museum was severely underfunded and National Cowboy & Western Heritage Museum Affiliated Fund | 1991 was located in State Fair Park. During her tenure, $1,212,270 she helped define the museum’s mission as a service Trustees: Martin C. Dickinson, Christian K. Keesee, Larry Nichols to the community and lead efforts to stabilize its and George Records funding. As support grew so did the desire for a Oklahoma City Museum of Art Affiliated Fund | 1992 visible permanent home. Carolyn led a successful 5 funds: $6,347,390 $40 million campaign fueled by private funds that Trustee: Ed Barth, Peter Delaney, Liz Eickman, Frank Hill resulted in renovation of the former Centre Theater. and Christian K. Keesee In 2002, the Oklahoma City Museum of Art opened its doors at its new downtown location. Not one to Science Museum Oklahoma* | 1991 rest, Carolyn gathered support to purchase the Dale 3 funds: $49,988,212 Chihuly glass exhibit and bring the Roman Art from Trustees: Paul Dudman, Jim Farris, Christian K. Keesee, the Louvre exhibit, both crowning achievements that Anne Morgan and James Pickel garnered national attention. *represents affiliated funds initially established for Kirkpatrick Center, Oklahoma Air & Space Museum and Omniplex When she retired in 2008, the museum’s board established the Carolyn Hill Collections Endowment Fund in her honor. Carolyn died in May 2010. Her mark on the museum and the community are undeniable. Twenty-five years ago no one could have imagined that the Oklahoma City Museum of Art would one day be considered one of the jewels of Oklahoma City.

n Endowment established during FY2010 2010 Oklahoma City Community Foundation Annual Report | 41 Field of Interest Funds

Donors can support a specific area of charitable interest through a Field of Interest Fund. Once a Field of Interest Fund is established, our Trustees administer the fund to meet current needs and opportunities within the defined area. For Field of Interest Fund grants awarded during fiscal year 2010, please see page 54.

W.H. Crocus Seeing Eye Dog Fund | 1998 Florida M. Knight Trust | 1975 Oklahoma City Opera Association | 1970 In the office building where an This fund receives and distributes the In the late 1960s, the Oklahoma City anonymous donor worked, a blind man earnings of the Florida M. Knight Trust. Opera Association sponsored opera and his Seeing Eye dog would pass him Mrs. Knight was a local businesswoman performances. At its final meeting, the in the hall every day. The donor came to in the 1930s who left a downtown building association used its remaining assets to admire the trusting relationship between to the original trust. While the building is establish an endowment. the man and his dog and established a gone and her family no longer lives here, fund to help visually impaired individuals the Florida M. Knight Trust supports Tinker Air Force Base - secure Seeing Eye dogs. The fund is named grants to improve the quality of life of General’s Fund | 1988 for the first Seeing Eye dog sponsored handicapped and disabled children in the Established by John Kirkpatrick to through the fund. Oklahoma City area. support the special needs of those serving on the base. Embassy of Korea | 1975 Lillian Frances Watts Meador | 1996 While serving as honorary consul for William Meador of Columbus, Ohio, the Embassy of Korea in Oklahoma established a fund in memory of his City, John Kirkpatrick received a $1,000 mother who loved both flowers and check from the Ambassador of Korea Oklahoma City. The earnings are used to support special program activities in to purchase and plant hyacinth bulbs in the Oklahoma City area. Mr. Kirkpatrick public parks and lands and are distributed donated this check and many subsequent through the Margaret Annis Boys Trust checks to establish this fund that supports grant program. Korean and other Asian cultural activities throughout the community. Medical Research Funds | 1986 The Oklahoma City Community Forward Oklahoma | 1997 Foundation has received a number of gifts In the early 1980s, a group of young to establish funds for various medical businessmen who wanted to enhance research areas. In order to have a greater metropolitan Oklahoma City launched impact on medical science, each year we an aggressive economic development cooperate with the University of Oklahoma program. When the group’s core College of Medicine Alumni Association, members moved on to other projects, an the Oklahoma Medical Research endowment fund was established with the Foundation and other groups to fund remaining assets. Distributions from the research projects at those institutions. fund continue to support the economic Separate funds are maintained in the development of Oklahoma City. following areas: Allergy Research, Arthritis Research, Diabetes Research, Hospitals and Health Care | 1971 Heart Disease Research and Parkinson’s The fund promotes health care services Disease Research. through grants to organizations that provide direct services such as indigent care, prescription drugs, eyeglasses, medical exams and dental care.

42 | Endowments and Community Program Funds | Year Endowment Established Additional Field of Interest Funds

The COE funds established to benefit organizations that no longer exist are utilized by the Trustees to support activities related to the original intent of the endowments and are reclassified as Field of Interest Funds.

Ora Ashwell Fund for Indigent Children | 1979 Canterbury Living Center | 1982 Chamber Orchestra | 1986 Civic Music Association |1989 Deaconess Hospital | 1975 ElderCare Access Center | 1990 ElderCare Access Center/Mobile Meals | 1991 Oklahoma Caring Foundation Hispanic Center | 1984 Thanks to a fiscal year 2010 grant from the Access to Hospital Hospitality House | 1971 Healthcare Field of Interest Fund, the Oklahoma Caring House of Representatives/Campaign for Oklahoma Kids | 1998 Foundation was able to enhance its free immunization Kirkpatrick Manor/Presbyterian Homes | 1978 program for Oklahoma City area children. The grant was one of several grants the organization used to Dr. E.E. Kirkpatrick Dental Clinic | 1989 purchase a new Caring Van. The vehicle replaced an Lutheran Social Services of Kansas and Oklahoma | 1987 11-year old van and offers added storage and other Mayfair Center | 1992 amenities that assist the registered nurses who give the Oakhurst Academy | 1991 immunizations to at-risk children. The nurses travel to child care centers, schools and community events to Oklahoma Youth Symphony | 1996 provide the immunizations. Pathways Child Development Center | 1996 Sugar Creek Camp | 1987 The Oklahoma Caring Foundation was established Visiting Nurses Association | 1979 in 1994 by Blue Cross and Blue Shield of Oklahoma to improve the health of Oklahoma children through vaccinations and access to basic health care. The Caring Van has been the group’s primary focus for the past 10 years, making health care more accessible by eliminating the barriers of inconvenient clinic hours, long wait times, transportation and cost. During that time the program has provided more than 150,000 immunizations.

2010 Oklahoma City Community Foundation Annual Report | 43 Scholarship and Award Funds

We administer more than 100 permanent endowments that provide scholarships and awards to more than 500 individuals each year. For more detailed information on the funds listed below, please visit www.occf.org/scholarshipdirectory.

A D Hudiburg Family Fund Scholarship Mike Allen Memorial Education Fund Dana Corporation Scholarship Hutchinson Family Scholarship n Aaron Alley Memorial Scholarship Dortha Dever Business Scholarship H.W. Almen/West OKC Rotary Scholarship Douglass High School Class of 1967 I Iron Workers Local 584 & Signatory Scholarship n American Society of Civil Engineers Contractors Scholarship Scholarship Paul W. Dudman Community Foundation American Society of Landscape Architects Scholar Award J Scholarship Durant Community Scholarship Vic Jackson Scholarship — Oklahoma Pilots Andersen-Spraberry Scholarships Association E Virgil & Pauline Jackson Scholarship Early Childhood Association of Oklahoma B Dennis James Scholarship — Deer Creek Scholarship John Barresi Memorial Scholarship n Baseball Fund Everett Foundation Scholarships J. Edward Barth Community Foundation Miles Jenkins Memorial Scholarship n Scholar Award Mark Allen Everett Graduate Kay Jewell Scholarship John Blaess Memorial Scholarship Fellowship in String Performance – OU School of Music William M. & Janet S. Johnson Scholarship Patrick S. Bonds Memorial Scholarship Jones High School Scholarship Vinita F. Boyer Scholarship F Friends of Kim Jones–Shelton Scholarship Alberta Brannon Scholarship Brunel Faris Art Exploration Scholarship Dr. Eugene S. Briggs Memorial Scholarship Barbara Fagin Award Fund — Christmas K BSO Ivy Foundation Scholarship Connection Dorothy Detrick Kendall Piano Scholarship Award — University of Frank & Merle Buttram String Awards Daniel and Jay Feiler Scholarship Oklahoma School of Music Irene P. & Samuel F. Frierson C Educational Trust Dr. Edith King Mental Health Court Capitol Hill High School Scholarship Scholarship Carballo Family Foundation Scholarship G Rev. Kenneth King Memorial Wauhillau Austin Gale Memorial Scholarship Elizabeth E. Carlson Scholarship Scholarship Kirshner Trust Scholarship Casady Class of 1996 Scholarship Emma Garcia Memorial Scholarship Valerie Koelsch Memorial Scholarship Central High School Alumni Association Edward King Gaylord Scholarship Scholarship Elsie Mae “Nat” Glosemeyer L Kimberly Kay Clark Memorial Scholarship Scholarship PFC Anthony Adam Landers Award — Naval Reserve Association “Zero To Hero” Scholarship Freda Poole Grayson Scholarship Classen ’55 Scholars Fund Wann & Clara Langston Scholarship John E. Green Community Foundation Classen Awards Foundation Scholar Award n Lawton Noon Lions Club Scholarship Classen Class of 1945 Scholarship Lawton-Oklahoma Arts Institute Classen Class of ’54 Scholarship n H Scholarship Anita Hill Scholarship Ralph Clinton Scholarship — Sales & Learning With Love’s Scholarship n Marketing Executives Holistic Health Care Scholarship Charles Thomas “Tommy” Lewis Commander Family Scholarship James H. Holloman Jr. Community Memorial Fund Foundation Scholar Award Brad R. Corbett Memorial Academic Trust Geneva Hood Award — Casady School M Albert & Freda Marottek Scholarship Jean Hawley Curtis Scholarship Mary Beatrice House Scholarship n McGee Foundation Fund Harley Custer Memorial Scholarship G. Ed Hudgins Scholarships – OSU College of Engineering Frank McPherson Community Foundation Scholar Award

44 | Endowments and Community Program Funds n New endowment established during FY2010 Benny McReynolds Scholarship Fund n S Ruth Mershon Scholarship Seay A. Sanders Jr. Scholarship Charles C. and Mary Lou Miles Scholarship Mary & Spencer Sessions Teaching Award Michael Neal Minter Sr. Scholarship n William F. Shdeed Community Dr. Gary M. Moore Dance & Arts Foundation Scholar Award n Management Scholarship Lorene Sherman Memorial Scholarship Dr. Gary M. Moore Great Plan Scholarship Willie Elizabeth Shipley Scholarship Moore High School Alumni Association Joe B. Smith Memorial Class of 1942 Moore High School Alumni Association – Scholarship Fund George and Doral Hopper Scholarship Robert V. Smith Memorial Scholarship Fund Pete & Lela Stavros Scholarship Moore High School Alumni Association – Wendell Steward Scholarship Classen Class of ‘54 Bennie Raine Scholarship Survivors’ Education Fund Muskogee Public Schools Adult Day Camp Sally Freel Brunett enjoyed giving more than Fund n receiving. Whether it was as an elementary T school teacher, hospital volunteer, tutor or N Troop 193 Leadership Scholarship a devoted mother, she put her whole heart Ronald J. Norick Community Foundation into every project she touched. Scholar Award W Northwest Classen High School Class of Carolyn Watson Opportunities During the past 20 years much of 1956 Scholarship Scholarship Fund n Sally’s time was spent working with the Classen Alumni Association. She single- Brian Wechsler Memorial O Scholarship handedly was responsible for locating and Paul B. Odom Jr. Community Foundation contacting hundreds of Classen graduates Michael J. Weiss Scholarship n Scholar Award who had moved out of Oklahoma City Marie Welch Scholarship — I.I.A.O. OKC Northwest Lions Club Scholarship and were unaware of the association. Insurance Foundation As a board member, she was a frequent Oklahoma Engineering Foundation Western Oklahoma Building Trades contributor to New Classen Life, the Scholarship Scholarship association’s magazine. For her own Oklahoma Goodwill Industries Abilities Westside Lions Club Scholarship beloved class of 1954, she was considered Scholarship James Whitfield Employee the glue that held the class together Oklahoma Youth With Promise Scholarship Scholarship by organizing quarterly luncheons for Orner-Cook Scholarship her Oklahoma City classmates and Dean Wild Memorial Scholarship OSU — Agricultural Education distributing a class newsletter. Deral E. Willis Scholarship Scholarship Inc. Sally was also devoted to the students James M. Wilson Scholarship attending her alma mater at the Classen P Tracy Wilson Memorial Scholarship School of Advanced Studies and was Deborah R. & Wayne A. Parker Scholarship Mildred and William Young Scholarship responsible for recruiting students to Sen. Homer Paul Memorial Scholarship attend the association board meetings. for Pauls Valley High School Z In addition, she spearheaded the annual Pi Beta Phi Alumnae Club Scholarship Dan Zanowiak Memorial Scholarship valedictorian dinner and often kept in touch Pilot Club Scholarship with recent graduates and encouraged their involvement in the alumni association. Floy I. Pinkerton Vocal Music Scholarship Sally died in September of 2009. R To pay homage to the memory of Sally Larry W. Roach Leadership Award and other deceased classmates, her Jeffry Rogers Education Memorial class members established a scholarship Scholarship fund at the Oklahoma City Community Will Rogers Air National Guard Scholarship Foundation in 2009. The Classen Class of ’54 Scholarship awarded its first Mary Baker Rumsey Volunteer Award — scholarship in 2010 to Kristina Nguyen, a Junior League of Oklahoma City Classen School of Advanced Studies honor student who hopes to pursue a career in medicine. Pictured with Kristina above are Class of ’54 members Mickey McVay, Suzie Frentriss and Kay Lindsey.

2010 Oklahoma City Community Foundation Annual Report | 45 Kirkpatrick Family Fund

The Kirkpatrick Family Fund provides grants to sustain effective organizations, build capacity and to seed innovation and Kirkpatrick Family Fund Trustees successful growth of programs in central Oklahoma. The fund Christian K. Keesee, president Ann Johnstone John L. Belt Anne Morgan supports three grant programs: Project Support Grants, General Doug Cummings Polly Nichols Operating Support Grants and Endowment Matching Grants. For George Drew James Pickel information about grant guidelines please visit Jane Harlow George Records www.KirkpatrickFamilyFund.org or call 405/767-3702.

The Kirkpatrick Family Fund values excellence in the arts. also participated through various topics-focused panels about During Fiscal Year 2010, under the leadership of Christian contemporary art allowing them to learn and interact with the K. Keesee, the fund’s trustees made grants to several program mentors. The public could also follow the projects of organizations which resulted in fresh and interesting new the Fellows on a blog set up specifically for the program. programs even during a period of economic challenges. Specifically, the grants to Oklahoma Visual Arts Coalition and Oklahoma City Ballet understands that the future of the Oklahoma City Ballet are great examples of how organizations company lies in not only performing the classic repertory created innovative programs that challenged and benefited that audiences have grown to expect but to also present Oklahoma artists and audiences. new works by young American choreographers that would energize audiences. “Zephyrus” by Helen Pickett and Oklahoma Visual Arts Coalition, in cooperation with the “Touchstone” by Oklahoma City Ballet artistic director Robert University of Oklahoma’s School of Art & Art History and Mills are examples of the exciting and fresh works that were the Oklahoma City Museum of Art, created the Oklahoma funded in part through a Kirkpatrick Family Fund grant. The Art Writing and Curatorial Fellowship Program. The combination of new and classic works made for a dynamic program’s purpose is to encourage writing that is informed season and provided a foundation to build the company, and articulate and inspires and engages audiences in dance school and future audiences. contemporary art. Twelve fellows, selected through a competitive process, had the opportunity to learn from Oklahoma Visual Arts Coalition and Oklahoma City Ballet believe mentors with extensive national and international writing if you nurture the source of artistic excellence you create the and curatorial experience. These mentors worked throughout foundation for exceptional arts experiences. The Kirkpatrick the year to provide critical guidance to the Fellows as they Family Fund is proud to support these two organizations and produced their art writing and exhibition projects. The public many others in their efforts to advance the arts in Oklahoma. Grants Animals Arts Council of Oklahoma City - $100,000 Colorado Springs Fine Arts Center - to purchase a chiller for Stage Center. $15,000 to support educational programs Blaze’s Tribute Equine Rescue - $17,000 to offered through the Bemis School of Art. assist with treating rescued horses. Oklahoma City Ballet - $35,000 to commission a ballet by Helen Pickett. Fine Arts Institute of Edmond - $15,000 Cheyenne Mountain Zoological Society - to provide general operating support. $25,000 to support the purchase of a Canterbury Choral Society - $30,000 to digital x-ray machine. provide general operating support. Green Box Arts Project - $35,000 to support the Green Box Arts Festival. Humane Society of the Pikes Peak Region - Cimarron Circuit Opera Company - $20,000 to provide general operating $10,000 to provide general operating William Fremont Harn Gardens - $30,000 support. support. to provide general operating support. City Arts Center - $320,000 to provide The Guy Fraser Harrison Academy Arts & Humanities general operating support. for the Performing Arts - $10,000 to Allied Arts Foundation - $50,000 to provide general operating support. support the 2010 Allied Arts Campaign.

46 | Endowments and Community Program Funds Oklahoma City Ballet

A grant from the Kirkpatrick Family Fund provided funding for the commission of “Zephyrus,” an original ballet choreographed by Helen Pickett, a New York City-based artist. The world premiere of the ballet was part of Thr3e by Thr3e, a production of the Oklahoma City Ballet that also featured the world premieres of two additional ballets during a two-day run in April 2010 at the Civic Center Music Hall.

In Greek mythology, Zephyrus was the gentle god of the west wind and the ballet was choreographed to capture the sense of wind. In the photograph are dancers Emily Fine and Ronnie Underwood performing a duet. by K.O. R i n earso photo

Oklahoma City Community College Oklahoma Visual Arts Coalition - $15,000 Special Care - $25,000 to provide general Foundation - $10,000 to support the to support continued improvements to Art operating support. Cultural Arts Series. Focus Oklahoma magazine. Oklahoma Arts Institute - $20,000 to Preservation Oklahoma - $30,000 to Community Development support the 2010 OSAI faculty honoraria. provide general operating support. Executive Service Corps of Central Oklahoma City Museum of Art - $30,000 Red Earth - $15,000 to provide general Oklahoma - $20,000 to provide general to provide general operating support. operating support. operating support. $125,000 in honor of Joan Kirkpatrick and Untitled Art Space - $15,000 to provide Neighborhood Alliance of Oklahoma to purchase a piece of art to be added to the general operating support. City - $15,000 to provide general museum’s permanent collection. operating support. Yukon Community Support Foundation Oklahoma Historical Society/ - $28,000 to support Yukon community Oklahoma City Economic Development History Center - $118,100 to support the events including the Chisholm Trail Foundation - $30,000 to support Forward expenses associated with maintaining the Roundup and Crawfish Festival, Freedom OKC IV. Kirkpatrick Family Archive. Fest and the Sounds of the Season Oklahoma City Housing Services Oklahoma Humanities Council - $20,000 performance. Redevelopment - $15,000 to provide to support the “Let’s Talk About It, general operating support. Oklahoma!” program. Children, Youth & Families Villa Teresa School - $28,000 to replace Oklahoma Museums Association - $10,000 Canadian County 4-H Foundation - facility windows. to provide general operating support. $30,000 to support the urban agriculture program at the 4-H Farm. Oklahoma Philharmonic Society - $20,000 Education to provide general operating support. Celebrations Preschool - $25,000 to Cloud Foundation - $100,000 to support provide general operating support. Oklahoma Shakespeare in The Park - the ArtScience Innovation Prize. $20,000 to provide general operating Infant Crisis Services - $15,000 to provide Creative Oklahoma - $50,000 to assist support. formula, food, diapers and clothing for with speakers fees associated with the infants and toddlers. 2010 Creativity World Forum.

2010 Oklahoma City Community Foundation Annual Report | 47 Katheryne B. Payne Education Center - Social Services Reaching Our City - $15,000 to support $15,000 to provide general operating the purchase of additional lighting and A Chance to Change Foundation - $20,000 support. safety features for the facility. to provide general operating support. Positive Tomorrows - $15,000 to provide Rebuilding Together OKC - $20,000 to Calm Waters Center for Children and general operating support. provide general operating support. Families - $15,000 to support center-based Environment and school based support groups. Regional Food Bank of Oklahoma - $50,000 to provide general operating Tree Bank - $10,000 to provide general Center for Children and Families support. operating support. - $25,000 to provide prevention and treatment services to children and Sunbeam Family Services - $25,000 Health families in need. to assist with the “Support for Seniors” program. Dentists for the Disabled and Elderly in The Education and Employment Need - $25,000 to support the Restorative Ministry (TEEM) - $15,000 to support Upward Transitions - $15,000 to provide Program. general operating expenses. general operating support. Oklahoma Institute for Child Advocacy - Guild of St. George - $20,000 to support United Way of Central Oklahoma - $71,000 to support the Postponing Sexual utility assistance program. $40,000 to support the annual campaign. Involvement (PSI) program in the Jackson, Webster and Roosevelt middle schools. HeartLine - $15,000 to support general Urban Mission - $20,000 to support the operating expenses. various “Kids-in-Need” programs. Planned Parenthood of Central Oklahoma - $12,000 to support the Homeless Alliance - $20,000 to support Espera Más project and the “Straight Talk” Coordinated Case Management. program. Metropolitan Better Living Center - $250,000 to support the Teen Pregnancy $25,000 to provide general operating Prevention Marketing Initiative. support. Variety Care - $356,000 to support Possibilities - $15,000 to provide general the Espera Más project focusing on the operating support. reduction of teen pregnancy.

Fiscal Year 2010 Matching Endowment Grants Through its Matching Endowment Grant program, the Kirkpatrick Family Fund provides a $1 match for every $3 raised by an organization for the benefit of their endowment fund at the Oklahoma City Community Foundation. Below are the Matching Endowment Grants approved during fiscal year 2010. The amount listed is the matching dollar amount provided by Kirkpatrick Family Fund.

Arts & Humanities Education American Choral Directors Association - $8,000 Library Endowment Trust - $5,000 Cimarron Opera Company - $5,000 Oklahoma FFA Foundation - $20,000 Oklahoma Christian School - $5,000 Children, Youth & Families Oklahoma School of Science and Mathematics - $5,000 Center for Children and Families, Inc. - $8,000 Friends of Mustang Public Library - $1,500 Jim Thorpe Association - $8,000 St. Mary’s Episcopal School - $10,000 Oklahoma Baptist Homes for Children - $20,000 Casady School - $100,00

Community Development Environment Crown Heights-Edgemere Heights Neighborhood Oklahoma Iris Society - $8,000 Association - $3,000 Health Limbs for Life Foundation - $8,000

48 | Endowments and Community Program Funds Community Programs

Through our Community Programs we take a leadership role in addressing community issues and opportunities. We take a proactive approach to develop resources and work with partner organizations to create an impact for the benefit of the community.

By focusing on specific issues, we develop a base of knowledge and expertise so that we understand the challenges and, as a result, develop programs and partnerships that provide solutions. During fiscal year 2010, a team of dedicated professional employees worked to coordinate the efforts, leverage resources to maximize the impact and provide leadership in the community in the following focus areas: Capacity Building, Margaret Annis Boys Trust/Parks & Public Spaces Initiative, LIFE (Literacy is For Everyone) Initiative and the Trustee Scholarship Initiative. Each Community Programs area works with a committee comprised of community volunteers and Trustees. For a list of committee members who served during fiscal year 2010, please see page 55.

Fund for Oklahoma City

The Fund for Oklahoma City represents a compilation of unrestricted funds that serve as the primary funding source for Community Programs and the focus areas.

Page 50 Page 51 Page 52 Page 53

2010 Oklahoma City Community Foundation Annual Report | 49 Capacity Building Program

In 1999, the Trustees launched the Capacity Building Program to help nonprofits for whom we managed an endowment fund to better accomplish their missions, use resources more efficiently and to serve the needs of the community more effectively. Since its launch, we have provided resources and services to assist them with endowment development, planned giving efforts and addressed their administrative and management functions. These efforts were provided through education, online resources and a discretionary grants program.

During the 2009 Long Range Planning Process, the Trustees asked that all Community Programs be reviewed to ensure they were having an impact and were meeting the needs of the community. The results showed that the Capacity Building Program had made an impact in endowment building; had provided timely resources through workshops and training opportunities; and had helped organizations enhance their management capacity. The review included a survey of the Charitable Organization Endowment (COE) fund representatives that asked what their needs were in regard to sustainability. The survey revealed that many of the organizations were faced with a demand to do more programming but that the need to constantly pursue funding for current programs overrode the need for training, governance and fiscal accountability.

As a result, the Capacity Building Program has been reoriented from the concept of capacity building to one of building sustainable organizations. This new concept ties in with the endowment building and planned giving elements of our COE Program. Effective fiscal year 2011, the program will continue to offer free training, communications and other support services for endowment building and planned giving. In addition, two new grant opportunities will address the sustainability issues of the organizations on two levels. The Basic Operational Grant will assist organizations with Cimarron Opera Company first time need for audits, strategic plans, basic management A fiscal year 2010 grant through the Capacity Building consulting and specific training for board and staff. The Program allowed Cimarron Opera Company to redesign Sustainable Organizational Support (SOS) Grant will support its website and enhance its ability to facilitate online activities that generate a fundamental improvement in the ticket reservations, purchases and to post videos. structure, systems and strategies of an organization that Cimarron Opera Company was established in 1975 by famed opera singers Thomas Carey and his wife Carol leads to a more stable operation. The SOS Grant will assist Brice Carey, both of whom taught at the University with donor development, marketing and communications, of Oklahoma. The couple created the organization to organizational review and strategic planning. provide aspiring artists of all ages an opportunity to sing on stage and also bring operative productions to the state. For more information, please visit www.occf.org/coeprogram or call Gayle Farley at 405/606-2910 or [email protected].

50 | Endowments and Community Program Funds Margaret Annis Boys Trust/Parks & Public Spaces Initiative

Through the Margaret Annis Boys Trust and the Parks & Public Spaces Initiative, the Oklahoma City Community Foundation has helped to improve the landscape of our community’s public parks and medians, schools and neighborhoods for nearly 20 years. During fiscal year 2010, several noteworthy projects were funded and are highlighted below.

Route 66 Boathouse Located on the east shore of Lake Overholser, the Route 66 Boathouse provides an excellent venue for kayaking and rowing sports. In 2010, we joined together with the Oklahoma Arborist’s Association to coordinate a shoreline cleanup project at the lake. Additionally, the Margaret Annis Boys Trust awarded a grant to landscape the grounds surrounding the facility.

Park System Study Through the Parks & Public Spaces Initiative, the Oklahoma City Community Foundation has commissioned a study of the Oklahoma City Parks system to help develop a strategic plan and to identify resources needed for the enhancement and maintenance of the community’s parks and medians. Study results will be available in fiscal year 2011.

Will Rogers Gardens Conservancy Fund In the fall of 2009, a Margaret Annis Boys Trust grant was awarded to the City of Oklahoma City for the benefit of Will Rogers Gardens to rename the 10-acre arboretum in honor of Miss Boys. The Margaret Annis Boys Arboretum Endowment and the Will Rogers Gardens Conservancy Fund were Route 66 Boathouse established to support improvements to the arboretum as well as to provide a vehicle through which individual donors A fiscal year 2010 grant from the Margaret Annis Boys can contribute to support the long-term maintenance of the Trust was awarded to the Oklahoma City Boathouse arboretum and the gardens. Foundation for landscaping surrounding the renovated Route 66 Boathouse. Located on the eastern shores of Lake Overholser, the boathouse is a component Clean and Beautiful Schools of the official Olympic and Paralympic Training site Since 2000, the Clean and Beautiful Schools program has designation of the Oklahoma City Boathouse Foundation helped to support the improvement and maintenance of and will provide a training venue for Olympic hopefuls. elementary school grounds throughout Oklahoma county. The boathouse offers kayak and bike rentals as well as a meeting and rest area for Lake Overholser trail users. More than 130 schools have participated in the program since its inception. During fiscal year 2010 we continued to host free maintenance workshops for school groundskeepers.

For a list of all grants awarded in fiscal year 2010, please see page 54. For more information on our beautification programs and grants, please contact Brian Dougherty at 405/606-2908 or [email protected].

2010 Oklahoma City Community Foundation Annual Report | 51 LIFE (Literacy Is For Everyone) Initiative

Established in 2005, the LIFE (Literacy Is For Everyone) Initiative was created to address illiteracy in our community and to provide all adults and families in the metropolitan area the opportunity to learn to read, write and speak English at a functional level.

The LIFE Initiative works closely with literacy providers in the community to provide resources and funding for training, materials and support. Through the initiative, the Oklahoma City Community Foundation works to increase community awareness for literacy skills and integrate literacy into social services, job training and other rehabilitation programs.

Get Reading Oklahoma Launched in 2009, Get Reading Oklahoma is in its second year assisting Oklahoma adults in improving their reading, writing and math skills through readily accessible programming on public and cable television and online video streaming. The project includes TV411, an award-winning basic adult skills series; GED Connection, a television series devoted to improving skills for the GED exam; and www.GetReadingOklahoma.org, a website that offers online video streaming of both series and contact information for statewide literacy providers.

In 2010, we teamed together once again with the Oklahoma Educational Television Authority (OETA), Cox Communications, Oklahoma Department of Libraries, the Central Oklahoma Workforce Investment Board, the Oklahoma City Metro Literacy Coalition, the Oklahoma Department of Education and Tyler Media to promote and provide the programming. GED Connection and TV411 aired during June and July on OETA and were also available continuously through Cox’s ON DEMAND Freezone section on channel 1, channel 18 in Oklahoma City and channel 21 in Tulsa.

Additionally, GED Connection and TV411 workbooks, teachers’ guides and DVDs were provided to literacy Community Literacy Centers programs, GED providers and public libraries throughout the A fiscal year 2010 LIFE grant was awarded to state, and a toll free telephone number 1-888-OK2Read Community Literacy Centers (CLC) to support hiring (1-888-652-7323) is available for individuals seeking literacy staff for two additional English as a Second Language services in their community or who want to volunteer. (ESL) sites. Thanks to the grant, CLC expanded its ESL programming to the Oklahoma City Church of the Nazarene and the Educare Center. Above, ESL For more information about the LIFE Initiative, please contact instructor Shelly Lightfoot teaches a class at the Mary Surbeck at 405/606-2917 or [email protected]. Educare Center in south Oklahoma City. Established in 1987, CLC is a nonprofit organization that offers free programs to teach adults to read. For a list of all grants awarded in fiscal year 2010, please see page 54.

52 | Endowments and Community Program Funds Trustee Scholarship Initiative

Founded in 1998, the Trustee Scholarship Initiative was established to encourage more students in central Oklahoma to continue their education after graduating from high school. Through June 30, 2010, the initiative has awarded more than $3.7 million in scholarship funds to 2,915 students through its five scholarship programs.

Scholarship Programs “I am honored to be one of the recipients The Community Foundation Scholars program awards of the Community Foundation Scholars scholarships to college-bound students who may not qualify award. Thanks to the program, my dreams of pursuing college are becoming a reality. for the most competitive academic scholarships, but are good Without scholarship patrons like you, there students involved in school and civic activities. In 2010, 83 would be many students such as myself scholarships of $1,500 each were awarded. unable to pursue the career they’ve dreamed of.” Preston Harraman 2010 Edmond Memorial High School graduate and Community The Foundation of Promise Scholars program helps students to Foundation Scholar become the first in their family to attend college. Recipients have completed a series of college preparatory activities, including summer employment. In 2010, 61 students received Central Oklahoma Guidance Counselor Network a $1,500 Foundation of Promise award. The Central Oklahoma Guidance Counselor Network offers training and support for high school guidance counselors at 51 public The Oklahoma Youth With Promise program assists students and private high schools in central Oklahoma. During fiscal year who have graduated from high school while in Oklahoma’s 2010, the network hosted two training workshops. Additionally, foster care system and wish to pursue a post-secondary Community Foundation Scholar awards were presented to each education. Most recently, 56 students were awarded high school with a participating guidance counselor. scholarships through this program. Central Oklahoma Guidance Counselor The Non-Traditional Scholar program helps adults re-entering Network – Participating High Schools the educational system by working through several agencies ASTEC Charter School Midwest City High School to identify adults who have completed one educational Bethany High School Millwood High School program and possess the ability and desire to advance to Capitol Hill High School Moore High School another program. Mentoring support is provided to recipients Carl Albert High School Mount St. Mary Catholic High School Casady School Mustang High School through their sponsoring organizations. Choctaw High School Norman High School Christian Heritage Academy Norman North High School The Nurse Education Program was established in 2003 to Classen School of Advanced Studies Northeast Academy for Health Crooked Oak High School Sciences and Engineering address staffing challenges facing the area’s nonprofit Deer Creek High School Northwest Classen High School hospitals. Scholarships are provided to nurses employed at any Del City High School Oklahoma Centennial High School of five participating hospitals who are seeking an associate or Douglass High School Oklahoma Christian Academy Edmond Memorial High School Oklahoma Christian School bachelor’s degree in nursing. In fiscal year 2010 no awards were Edmond North High School Oklahoma School of Science and made as the program was being restructured. Awards will be Edmond Santa Fe High School Mathematics available for fiscal year 2011. El Reno High School Piedmont High School Emerson Alternative High School Putnam City High School “Thank you for selecting me! Without your Guthrie High School Putnam City North High School Harding Charter Preparatory School Putnam City West High School donations to the scholarship fund it would not Harding Fine Arts Center Santa Fe South High School exist and my dream of success would be that Harrah High School Southeast High School much harder to reach. I am deeply honored, Heritage Hall Southmoore High School deeply proud and deeply thankful to have Jones High School Star Spencer High School received this scholarship.” Luther High School U.S. Grant High School Maria Lopez John Marshall High School Western Heights High School 2010 Santa Fe South High School graduate and Foundation of Promise Scholar Bishop McGuinness Catholic Westmoore High School High School Yukon High School

2010 Oklahoma City Community Foundation Annual Report | 53 Community Programs & Field of Interest Fund Grants Capacity Building Program St. John’s Episcopal School - $2,000 Literacy Is For Everyone – LIFE ($68,795 awarded) to purchase equipment to enhance the ($47,000 awarded) middle school technology curriculum and Allied Arts Foundation - $1,000 for to provide instruction and training for Community Literacy Centers - $7,000 to the new executive director to attend a students and teachers. support hiring of staff for two new ESL sites. leadership conference. The Tree Bank - $4,000 to implement a Get Reading Oklahoma Project - $30,000 Best Friends of Pets - $4,500 for the public relations plan. to fund second year of televised learning development of a strategic plan and programs. fundraising training. Margaret Annis Boys Trust Payne County Education Center – up Cimarron Opera Company - $3,000 for ($84,166 awarded) to $2,000 to assist with purchase of redesign of website. Central Oklahoma Habitat for Humanity - curriculum-related books for early City Arts Center - $2,550 for personnel $14,676 for plant materials for Phase V and education classrooms and programs. training. the central cul de sac of the Hope Crossing National Community Literacy Conference - The Exchange Club Center - $5,000 to housing addition. $8,000 to send directors of seven metro assist with agency rebranding efforts. The Greens Homeowners Association - area literacy representatives to conference focusing on community literacy. The Foundation for Oklahoma City Public $7,000 for the landscaping of frontage Schools - $3,000 to develop a long-range plan. along Memorial Road. Field of Interest Funds Friends of Libraries in Oklahoma (FOLIO) - Jefferson Park Neighborhood Association - ($52,450 awarded) $2,270 for training of outreach ambassadors. $4,000 for the landscaping of medians at Northwest 24th and Northwest 25th For a list of the Field of Interest Funds, Individual Artists of Oklahoma - $4,000 for streets along Robinson Avenue. please see pages 42-43. a programs technology expansion project. Lakeaire Neighborhood Association - Lyric Theatre of Oklahoma - $4,000 for The following grant was awarded through the $2,265 for landscaping on North MacArthur redesign of website. Community Emergency Fund. Boulevard between Northwest 85th and American Red Cross of Central Oklahoma - Neighborhood Alliance of Oklahoma Northwest 95th streets. City - $5,000 to assist with salary of new $5,000 to assist with shelter and service Linwood Place Neighborhood Association - volunteer coordinator. needs following the May 10 tornadoes. $10,280 for the landscaping of medians Neighborhood Services Organization - along Northwest 19th Street and North The following grant was awarded through the $2,000 for donor management software. Drexel Avenue. Elderly Services Fund. Oklahoma Children’s Theatre - $3,000 Oklahoma City Boathouse Foundation - Mobile Meals of Oklahoma County - to assist with online ticket and program $12,000 for landscaping surrounding the $21,550 to offset the cost of food and registration programming for website. Route 66 Boathouse. transportation for 62 churches. Oklahoma City Ballet - $3,000 for donor Redbud Estates Neighborhood Association - The following grant was awarded through the management and contact development $4,500 for landscaping along Southwest Opportunities for Children Fund. software. 119th Street. Oklahoma Visual Artists Coalition - $1,875 Zachary Taylor Neighborhood Association - Denny Price Family YMCA of Enid - $4,000 for a retreat. $5,400 for landscaping in Zachary Taylor Park. for the development of a program for autistic children. Paseo Arts Association - $2,000 to assist with Twin Oaks Homeowners Association - programs to enhance the Paseo Arts District. $6,870 for the landscaping of frontage The following grant was awarded through the Payne Education Center - $3,500 for along Northwest 178th Street and North Healthy Lifestyles Fund. outcome measurement template. Western Avenue. Oklahoma City Trails Foundation - $10,000 Planned Parenthood of Central Oklahoma - Windsor Hills Neighborhood Association - to assist with promoting Great Places To $2,700 for a strategic planning/merger $12,000 for landscaping along the frontage Walk and Oklahoma City Trails to increase consultant. on Meridian Avenue from Northwest 26th to awareness of walking, running and biking Prairie Dance Theatre - $3,400 for Northwest 32nd streets. locations throughout metro area. training to qualify as a National Dance Wildwood Hills/Heights Neighborhood The following grant was awarded through the Institute associate organization. Association - $5,175 for landscaping in Dolphin Wharton Park. Haiti Earthquake Assistance Fund established to Rainbow Fleet - $4,000 for a new website support long-term recovery efforts. to provide more interaction with donors and can accept online donations. Parks & Public Spaces Initiative Appropriate Infrastructure Development - ($45,000 awarded) $11,900 to assist with rebuilding infrastructure St. Mary’s Episcopal School - $3,000 for including shelter, water and sewage facilities strategic planning and board training. City of Oklahoma City – up to $25,000 for assistance with storm water issues in Haiti. impacting Will Rogers Gardens. Oklahoma City University – up to $20,000 to fund a study of the Oklahoma City Parks System.

54 | Endowments and Community Program Funds Fiscal Year 2010 Committees

The following individuals volunteered their time and expertise to serve on the following committees during fiscal year 2010. All committees are chaired by a current Trustee. The Oklahoma City Community Foundation and the community as a whole benefit from their input and guidance.

Executive Committee Marketing and Trustee Scholarship Initiative Provides administrative and management Communications Committee Advisory Committee oversight. All members are current Trustees. Provides oversight for overall marketing Provides oversight for five scholarship Steve Mason, Chairman efforts of the organization. All members programs. Members include individuals Nancy Coats-Ashley are current Trustees. who are involved in educational programs Paul W. Dudman Jane Jayroe, Chairwoman and projects. Kirkland Hall John L. Belt Jim C. Clark, Chairman Jane Jayroe Jim C. Clark Mary Ann Bauman M.D. Paul Dudman Nancy Coats-Ashley Investment Committee Kirkland Hall Nolan Coyle Responsible for the investment practices Judy Love John Green and performance including oversight Harry Merson Kirkland Hall of investment managers. Committee Tony Tyler David Harlow is comprised of current Trustees and Pat Kelly community leaders who are highly Margaret Annis Boys Trust/ Martha King knowledgeable about investment decisions. Parks & Public Spaces Initiative Jon Osborne Investment counsel is provided by Advisory Committee Elaine Schuster Hotchkiss Associates LLC of Chicago, Ill. Responsible for reviewing grant Steven C. Davis, Chairman applications and providing input on Literacy is For Everyone – Paul W. Dudman public beautification efforts. LIFE Advisory Committee Kirkland Hall Provides guidance for LIFE-related Leslie Hudson, Chairwoman James H. Holloman Jr. activities and reviews grant applications. Carol Blackwood Jenee Naifeh Lister Members include individuals involved in Paul Dudman Scott Mueller literacy programs and projects. Gary Pierson Vicki Howard Jane Jayroe Nancy Coats-Ashley Ed Barth, ex officio Christian K. Keesee Kathy Dick Christian K. Keesee, ex officio Rodd Moesel Leslie Gelders Steve Mason, ex officio Bond Payne Donna Morris Paul Odom John McCarroll Audit Committee Kathy Williams Katie Price Responsible for providing oversight on Carolyn Zachritz Dan Straughan annual audit process and receives the Tony Tyler report of the independent auditor. Capacity Building Program James R. Daniel, Chairman Advisory Committee Harry Merson, Vice Chairman Responsible for reviewing grant Bob Dilg applications and providing input on the Eddie Ditzler Charitable Organization Endowment Bob Slovacek (COE) Program. J. Eugene Torbett Nancy Coats-Ashley, Chairwoman Ray Bitsche Governance Committee Rodney Bivens Responsible for reviewing governing James R. Daniel documents and provides oversight of Susan Evans implementation of Long Range Plan Steve Mason objectives. Jenny Love Meyer Nancy Coats-Ashley Kay Oliver Jeanette Gamba Ken Rees Kirkland Hall Beth Shortt James H. Holloman Jr. Jane Jayroe

2010 Oklahoma City Community Foundation Annual Report | 55 Board of Trustees

The bylaws of the Oklahoma City Community Foundation require that six of the 15 Trustees be nominated by outside organizations; the remaining nine are appointed by the board. Nominated for three-year terms, a Trustee can serve up to nine years consecutively. During fiscal year 2010, Paul W. Dudman and John Green reached their term limit effective on June 30. Effective July 1, the board welcomed two new Trustees: Mary Ann Bauman M.D. and Oscar Jackson.

Steve Mason Mary Ann Bauman M.D.** Jim C. Clark Nancy Coats-Ashley President Medical Director, B.C. Clarks Jewelers Oklahoma County Cardinal Engineering Women’s Health and District Judge (retired) Community Relations, Appointed by the Trustees INTEGRIS Health Appointed by the Trustees Appointed by the Trustees

James. R. Daniel Steven C. Davis Paul W. Dudman* John E. Green* BancFirst Attorney, Hartzog Attorney, Fellers Snider Assistant U.S. Attorney, Conger Cason & Neville Blakenship Bailey & Western District of Appointed by the Tippens Oklahoma (retired) Investment Committee Appointed by the Trustees Nominated by Allied Arts Appointed by the Trustees

Kirkland Hall Leslie Hudson Jane Jayroe Oscar Jackson** Hall Capital Community Volunteer Writer/Community Secretary of Human Volunteer Resources & Nominated by the United Appointed by the Trustees Administration, State Way of Central Oklahoma Nominated by the of Oklahoma Oklahoma City Mayor and City Council Appointed by the Trustees

Bond Payne Judy Love Harry Merson J. Larry Nichols Heritage Trust Love’s Travel Stops & Private Investor Devon Energy Company Country Stores Nominated by the Nominated by the Greater Appointed by the Trustees Nominated by Allied Arts U.S. Judge, Western Oklahoma City Chamber District of Oklahoma

Tony Tyler Christian K. Keesee Tyler Media Kirkpatrick Bank Appointed by the Trustees Ex Officio

John L. Belt, Nancy B. Anthony Carla Pickrell General Counsel Executive Director Director of John Lampton Belt & Assistant Secretary Administration Associates Assistant Treasurer

*term expired June 30, 2010 **term effective July 1, 2010 56 | Governance and Administration Staff

A professional staff of 29 oversees the day-to-day operations and details in the areas of administration, fund management, accounting, development, marketing and community programs. Formal office hours are Monday-Friday, 8:30 a.m. to 5:00 p.m. You may contact a staff member directly at the telephone number listed or send an e-mail to first initial.last [email protected].

Nancy B. Anthony Carla Pickrell Rhonda Godwin Cathy Lippard Diane Baker James Bonds Tina Burdett Chris Busby Executive Director Director of Director, Operations Controller Assistant Controller Finance Kirkpatrick Family Finance Administration & Investments 405/606-2900 405/606-2915 405/606-2921 405/606-2906 Fund 405/606-2903 405/606-2901 405/606-2916 405/767-3702

Neil Cambre Joe Carter Kenneth Conklin Brian Dougherty Liz Eickman Gayle Farley Cara Fraley Donna Harless Communications Director, Director, Parks & Public Kirkpatrick Family COE Program Assistant Controller Administration 405/606-2923 Planned Giving Development Spaces Initiative Fund 405/606-2910 405/606-2924 405/606-2925 405/606-2914 405/606-2926 405/606-2908 405/767-3702

Louie Jameison Linda Keefe Wanda Minter Mike Murphy Cathy Nestlen Sarah Pool Jane Rauh Anna-Faye Rose Administration Guidance Administration Information Director, Administration Scholarships Scholarships 405/606-2904 Counselor Network 405/606-2907 Technology Communications 405/606-2905 405/606-2919 Administrator 405/606-2909 405/606-2911 405/606-2913 405/606-2602

Bill Schmid Jana Steelman Jennifer Stewart Mary Surbeck Tracy Treps Maintenance Communications Donor Services Literacy Donor Services 405/606-2931 405/606-2922 405/606-2912 405/606-2917 405/606-2920

Dr. Robert Woolsey 1917-2010 In 1963, Dr. Robert “Bob” Woolsey became After his retirement from Casady in 1980, John E. Kirkpatrick and the fourth headmaster of Casady School. A Ed Joullian convinced Dr. Woolsey to serve as executive director of graduate of Yale University, he brought with the Oklahoma City Community Foundation, a role he filled for two him not only an impressive teaching career years. He brought to the job the same expectation for excellence but also a passion to create a school that and for not settling for anything but the best for the organization. fostered the best and brightest. Thanks to his time spent teaching at top schools on the East Coast, Dr. “Dr. Woolsey’s tenure at the Oklahoma City Community Woolsey attracted top faculty to Casady. He led the efforts on Foundation helped establish our credibility,” says Nancy several capital and endowment campaigns and launched a B. Anthony, executive director since 1985. “He was always construction project that would unify the campus. With his supportive and encouraging. What a great person to follow!” wife Jo Anne at his side, Dr. Woolsey helped to mold Casady School into one of the region’s top college preparatory schools. Dr. Woolsey died on March 19, 2010 at the age of 92.

2010 Oklahoma City Community Foundation Annual Report | 57 Financial Highlights

The Oklahoma City Community Foundation provides regular financial and investment reports to donors and to organizations that benefit from our endowment funds. Included within this section is financial information about the fiscal year ending June 30, 2010 that provides a summary picture of our assets, contributions and grants. Also included is summary financial information. The audited financial statements, including all required disclosures, are available on our website at www.occf.org/audit. In addition to the annual investment information included here, quarterly investment performance reports are also provided on the website. For more information, please contact Rhonda Godwin or Cathy Lippard at 405/235-5603.

Five-Year Summary

Gifts Grants Market Value For FYE ended June 30 For FYE ended June 30 As of June 30 2010 $21,902,447 $17,438,185 $523,775,058 2009 $19,048,587 $15,364,530 $465,792,526 2008 $26,881,172 $20,143,943 $563,527,952 2007 $60,368,049 $18,227,751 $584,196,622 2006 $21,807,170 $13,524,891 $482,690,313 Note: Gifts and grants amounts include interfund gifts and grants that are excluded from audit and financial summary amounts.

Administrative Expenses Economies of scale and a close watch on the budget enable the Oklahoma City Community Foundation to operate at an extremely low cost. We attempt to balance the level of services provided with a cost conscious approach and are pleased to report that administrative expenses over the last five years have averaged just under 40 basis points (4/10 of 1 percent).

Investment Management Costs The low cost and efficient operation of our investment program benefits all endowments. We accomplish this by using active managers and index funds in a way that maximizes the opportunity for adding value but keeps the costs low. For fiscal year 2010, our costs of investments was 39 basis points, compared to more than 100 basis points for the average mutual fund or active equity fund manager who requires a large minimum account.

58 | Financial Highlights Gifts by Type of Fund During fiscal year 2010, gifts of $21.9 million were made to the fund types illustrated in the graph below.

$10

6 Millions 4

0 Advised Advised Donor Charitable Scholarships Discretionary/ Permanent Temporary Affiliated Organization Other Funds Funds Funds Endowments Assets by Type of Fund As of June 30, 2010, the assets of the Oklahoma City Community Foundation were $523,775,058.

n Donor Affiliated Funds $ 221,531,269 42.30% n Advised Funds 93,946,362 17.94% n Charitable Organization Endowments 130,806,921 24.97% n Scholarships/Disaster Relief Fund 27,187,291 5.19% n Field of Interest Funds 6,464,474 1.23% n Discretionary 10,764,787 2.06% n Administrative 27,610,137 5.27% n Trusts & Charitable Gift Annuities 5,463,817 1.04% $ 523,775,058 100.00%

FY 2010 Grants & Distributions Between July 1, 2009 through June 30, 2010, $17.4 million in grants and distributions were made from the above funds to benefit nonprofit organizations in these areas:

4 Millions

0 Arts/Culture Education Community Health Social Religious Environment/ Other Development Services Organizations Animals 2010 Oklahoma City Community Foundation Annual Report | 59 60 | Financial Highlights Our Investment Process

Since July 1, 1998, the Oklahoma City Community Foundation has used an investment management structure that includes the oversight provided by a strong Investment Committee and employs a style-based investment manager system. The Investment Committee allocates assets to specific investment styles and hires investment managers to manage that particular style. Hotchkiss Associates serves as our investment counsel and advises on asset allocation and specific managers.

Step 1 Step 3 Our management process begins with the Investment Once allocation is decided, the committee selects the style- Committee’s determination of percentages of assets to be specific equity managers. Their performance is evaluated allocated between equities, fixed income securities and cash. against the appropriate benchmark for their particular sector. They are also evaluated as to their adherence to the Asset Allocation Targets for the General specific style they have been engaged to manage. Investment Pool as of June 30, 2010: Investment Managers as of June 30, 2010: Target Range Equity Equity 62.5% 40–70% Large Cap Value Fixed Income 34.5% 30–60% Wedge Capital Management, Charlotte, N.C. Cash 3.0% 0–10% BlackRock, New York, N.Y.* Large Cap Growth Step 2 BlackRock, New York, N.Y.* Next, the committee determines the equity allocation among Small/Mid Cap Value the various styles of equity management. Earnest Partners, Atlanta, Ga.

Asset Class Target Percentages for the Small/Mid Cap Growth General Investment Pool as of June 30, 2010 Columbus Circle, Stamford, Conn. International Large Cap Value Large Cap Core Large Cap Growth Developed Markets: BlackRock, New York, N.Y.* 22% 18% 26% Emerging Markets: BlackRock, New York, N.Y.* and Aberdeen Asset Management, Philadelphia, Pa. Developed Markets 7% Large Cap Core BlackRock, New York, N.Y.* High Yield Bonds Small Cap Core 3% Kalmar Investors, Wilmington, Del. BlackRock, New York, N.Y.* Small/Mid Cap Value Small Cap Core Small/Mid Cap Growth High Yield Bonds 7% 9% 4% Wells Capital Management, San Francisco, Calif.

Emerging Markets Fixed Income 4% J.P. Morgan Asset Management, Columbus, Ohio Bank of Oklahoma, Oklahoma City, Okla. * Index Fund

General Pool Year Ended Three Years Ended Five Years Ended Ten Years Ended Total Return June 30, 2010 June 30, 2010 June 30, 2010 June 30, 2010 Oklahoma City Community Foundation 12.99% -2.26% 2.54% 2.78% 65% S&P 500/35% Barclays Capital G/C Int 12.28% -3.60% 1.75% 1.48%

2010 Oklahoma City Community Foundation Annual Report | 61 Endowment Donors

Since 1969, the donors listed below have made cumulative contributions totaling $1,000 to $10,000 to permanent endowment funds.

A Drs. Tim & Shelley Bohn Chisholm Trail Corral Mr. & Mrs. Dwight E. Davis AAR Oklahoma Ron & Linda Bonebrake of Westerners Kim & Nancy Davis Abide Insurance Agency Inc. Mr. & Mrs. Jack Bowker Yung Hye Choe Ronna & Lawrence Davis William C. & Patricia Abney T. H. Bowman Lou Christian D.D.D.D. Corporation Herbert & Jeannette Abts Don & Jane Bown City of Oklahoma City Nancy & Ed de Cordova Dr. & Mrs. Thomas E. Acers Lois Boyd Dr. James R. & Margaret DeBee Samuel & Erlina Aguirre Howard J. Bozarth Marcee Henos Claflin Del Aire Neighborhood Ancel & Linda Airington Alfred & Judy Branch Mary Miles Clanton Watch Association Mary Alexander Lester & Marilyn Branch Donald M. & Yvonne Clark Robert Dense W.W. & Judith A. Allen Mr. & Mrs. John P. Braniff Sr. Agatha Lee & Tommie L. Clark Jr. Devon Energy William E. & Suzann Allison Mrs. Robert Brashear Classen Class of 1942 Marion Briscoe DeVore Erwin & Adell Alpern Steven L. Brice Sr. Cleary Petroleum Corporation Jack and Chieko Dieken Timothy K. & Laurel V. Altendorf Robert Brickner Howard P. & Effie J. Clemens Dobson Communication Corp. Dr. Laurence & Samuel & Rachel Bristow William Clement David Donchin Claudia Altshuler Dr. & Mrs. David R. Brown Edward & Matilda Clements Downtown Exchange Club of Marjean Anderson Russell & Phyllis Brown Clinica Guadalupana Inc./ Oklahoma City Memorial Fund Bob & Karen Browne Dr. Claudia Rossavik Downtown Optimist Club Arcadia, L.L.C. Betty C. & James W. Bruce Jr. Mary M. Clock of Oklahoma City Arrow Trucking Company Rebecca Bruckner James W. & Billie Cloud Carole Drake Ron & Julie Arvine Dr. John & Ruth Bruton Elizabeth Merrick Coe Mr. & Mrs. Stanley D. Draper Association of Attorney- Ralph & Starley Bullard Mr. & Mrs. Albert Cohen Richard M. & Elaine Fay Drisko Mediators, Oklahoma Chapter Bob Burke William & Janet Cole Gordona A. Duca Jane French Burns Complete Environmental Dennis D. & Marilyn C. Duffy B Larry & Debby Burns Products Inc. Richard P. Dulaney H. E. Bailey Memorial Fund Nadyne J. Ice & Merrill Burruss Jr. J. William Conger Lynn Dunagan Memorial Fund J. Timothy Baldwin M.D. Ellen Bushyhead Mr. & Mrs. Clint Cooke Jr. James L. & Emily B. Dunagin Bank of Oklahoma Foundation Butkin Oil Company Laura J. Cooke Mary Helen & Frank S. Dunaway Jr. Bank of the Wichitas Jeanne C. & Hugh V. Byler Jr. Jim & Carol Cooley Scott & Debra Duncan Richard Barth Memorial Fund Jerome & Ann Byrd Joe Cooper Ford Gerald E. Durbin II Vera Barth Memorial Fund Justin & Rosa Byrne Linda Cooper Quenton & Deborah Duren Ceo Bauer Coppermark Bank David & Sherri Durica Gordon Beard C Robert I. Corns William & Sherry Beasley Larry & Tatjana Caddell Corrugated Packaging & Design E Gerald & JoAnn Beattie Dr. Charles M. & Joseph and Valerie Couch Margaret Ann East Ralph Bendorf Vera Lee Cameron R.T. & Harriet Coussons Mary Lue & Loyd Benefield Canadian Valley Research Mr. & Mrs. Nolan Coyle Anthony P. Eastmond Benham Foundation Capitol Abstract and Title Price Coyle Eateries’ Employees Rita L. Benischek Capitol Hill Fabulous 40s Reunion Sean Coyle Community Chest Bennett Steel Inc. William V. Carey Memorial Fund Jack Crabtree C. Eric & Susan Eckman David Bennett Memorial Fund Earl & Janice Carpenter The Craig Foundation Arthur V. Eckroat Julie C. Bennett Jenny Carter Memorial Fund Mrs. John R. Crain Emmanuel Edem Philip R. Bennett Memorial Fund Thomas H. Carter & C.C. & Anna Marie Crooch Louis H. & Anne J. Ederington Nancy Berry Haraldine A. Stafford M. Joe Crosthwait Jr. Mr. & Mrs. Beverly C.D. Edwards Better Days Foundation Catholic Order of Foresters Robert D. & Ewing Hardy Crowe William T. Egolf Robert L. & Florence G. Birdwell Central High School - Carole Hamblin Crowl Lt. W. H. Eldridge Margaret V. & Ray E. Bishop Alumni Class of 1947 Luther Crum Memorial Fund Bivens Memorial Fund Chain Land & Cattle Company Lt. Col. Francis & Joanne F. Curran Don & Margaret Ellison Curtis D. Blanc Susan Chambers M.D. Harry & Joan Currie Janet M. Ellison Col. William E. Bleakley Joanna M. Champlin & Custer and Custer Livestock Nancy E. Emerson Memorial Fund Mr. & Mrs. James L. Blevins Shawnee Brittan Commission Co. Episcopal Diocese of Oklahoma Jeff & Lori Blumenthal Joel & Kelly Champlin Edward A. & Barbara Eskridge Morris & Linda Blumenthal Roy W. & Pat Chandler D Royice B. Everett M.D. Mr. & Mrs. H. R. Bockus Dr. & Mrs. Don B. Chesler Dane Design of Oklahoma Express Services International Henry & Teresa Bockus The Chickasaw Nation Dr. Louis Danforth Judge & Mrs. Richard L. Bohanon Child Care Careers Inc. John David Davenport

62 | Endowment Donors F H K Joseph D. McKean Jr. M.D. Arnold & Mari Fagin Mrs. John M. Hall Laurie Dale Keffer Mrs. Yen Do McKenzie Charles Fagin Duke & Charlene Halley Evelyn E. Keil Wilbur E. & Eloise McMurtry Miki Payne Farris Thomas Patrick Hallren Mary M. Keller Frank A. & Nadine F. McPherson Tom & Darlynn Fellman F. Dail Harper Nancy I. Kenderdine Albert & Deborah McWhorter Warren V. & Karen Pike Filley Helene & Sig Harpman Jr. Virginia Harbour Kennedy William & Jacqueline Medley First Baptist Church of Juanita Harris Memorial Fund Darlene Kidd The Meinders Foundation Oklahoma City Mark L. & Anne Harris Clara Sue Kidwell Mark H. & Patricia Mellow First Bethany Bank & Trust Virgil W. Harris Hugh & Casey Killblane/Wentz Wendell E. Miles First Jones Bancorporation Inc. Hartzog Conger Cason Production George R. Milner III Helen Fisher and Neville Timothy D. Kline William V. Montin Madelyn J. Flatt Tim & Mary Hauser Clifford & Sybil Knight G.T. & Megan Moody The Fleming Company Larry K. & Maggie Hayes Knights of Columbus Donovan & Miriam Joyce Moore Flintco Inc. Hugh & Lucille Hedger Council 5759 Hank Moran & Associates Donald & Judith Forbes Seyan R. & W. John Hefner Jr. Ladies Auxiliary of Knights K.D. Morris Vernon E. & Betty J. Forshee Kenneth Don & of Columbus Council 5759 Mark & Bette Morris Family Aileen Frank Memorial Fund Althea Rose Henderson William & Natalie Kopplin Foundation Irvin E. & Sharna Frank Travis Henderson Don & Susan Kriley Frankie Pauline Morton Estate Kent F. Frates Ann C. Henry Charles Musgrave Leamon & Fay Freeman Earl J. Henry L R. Clark & Kay Musser Richard L. & Pattie M. Freeman Abraham Henson Louis B. & Hallie L. Lackey Col. Paul H. Myers Friends of Ray Vaughn Heritage Hills Associates Board Ada V. Lance Memorial Fund John W. & Marsha Funk Donald Herron Elaine & Tom LaNou N Mark & Beverly Funke Mary Herron Memorial Fund Lawton Insurance Associates Inc. Kenneth A. & Marie W. Nash Gary & Susan Hillman Robert D. & Ella M. Leonard National Trust for Historic G William J. & Helen Hilseweck Andrew W. Lester Preservation Brian Gabbard Hitachi Computer Products Arthur Levine G. David Neff Jr. & Suzanne L. Peck Gable & Gotwals Foundation of America Elaine & Harrison Levy Jr. Kenneth A. & Nancy Nelson Patricia A. Gallagher & Edmund M. Hoffman Helen S. & Harrison Levy Leon & Marcene Nelson Douglas Parr Alfred O. Holl John & Geneva Lewis Sharon Neuwald Reba Gallaspy Michael Holmes Liberty Bank New Covenant United Gerald L. Gamble & Jane Jayroe Horn Canna Farm Brian & Cathi Linch Methodist Church Randy G. & Elaine M. Gammill James K. Hotchkiss Don & Martha Lippert Nichols Hills United Methodist Beto & Denise Garcia Margaret R. Howell Lippert Brothers Construction Church/Kiva Class Geary Community Nursing Home Richard & Linda Howeth Todd & Donna Lisle James & Madalynne Norick Charles & Kay Gelnar HSPG & Associates, P.C. Dr. Osvaldo Llan de Rosos & Norman Jewish Community Paula B. Gettys W.W. & Nona Jean Hulsey Dr. Christina Sarale Organization James A. Gibbs Vicki L. & David D. Hunt II Local Oklahoma Bank John S. Norris Gibson Aviation Dr. Wayne P. Hunt J.P. London Northwestern Electric Michael T. Gibson M.O. & Patricia Huntress Cooperative Gertrude Gilbert M Clark & Ima Nye Mr. & Mrs. Richard H. Godfrey Jr. I Robert A. Macklanburg Jr. Mr. & Mrs. J. Marshall Nye Marta Gonzalez IBC Bank Macklanburg-Hulsey E. L. Gosselin Industrial Gasket Inc. Foundation O Grace Living Centers Stuart C. Irby Company Madewell & Madewell Inc. O & M Restaurant Group Foundation Inc. Maguire Foundation Robert & Karen O’Bannon Jim & Elaine Gragg J David & Linda Mallory Pat & Laura O’Hara Susie Graves Fund for Tom & Regina Jackson Mr. & Mrs. Eugene Maples Dr. Ellen R. Oakes Positive Tomorrows Greg Jaeger Brad A. & Janet E. Marion Oakley’s Inc. Great Plains Judging Center Doris James Memorial Fund Mrs. Muriel I. Marriott Oklahoma Allergy Clinic Maynard & Miriam Greenberg Tamara James Jeffrey & Alice Marsel Foundation Ronald & Adrianne Greenberg Steve & Kathie Janger Rick A. Martinez Oklahoma City Heartland Rotary Virginia & Robert Greenberg Jerome’s Hardin W. & Gertrude C. Masters Oklahoma Farmers Union Stephen V. Greer Mary Potter Johns Mathis Brothers Furniture Oklahoma Malt Beverage Greystone Presbyterian Church Carlos E. Johnson Claudia McAdams Association David F. Griffin Carroll & Merelyn Johnson McAfee and Taft Oklahoma State AFL-CIO Kenneth & Janice Griggy Virginia C. Johnston Mr. & Mrs. Tom H. McCasland Jr. Oklahoma Therapy Institute C.H. Guernsey & Co. Jones Drug Store Laura McConnell-Corbyn The Oklahoman Tonya G. Gum Jones Kiwanis Club C. Roy McCullough Trust Van Oliver Louis & Juanita Gutierrez Barbara Jones Ron & Betty McDaniel Gregory W. & Sandra J. Olson Catherine May Jones Foundation McEldowney Operatic Awards Inc. Ruth J. Orcutt Melvin D. & Mary E. Jones Karen McGrath Cynda & Larry Ottaway James W. & Lee Ann McIntyre

2010 Oklahoma City Community Foundation Annual Report | 63 P Walter L. Ross Southwestern Bell V Clarence & Polly Paine Jim Roth Corporation Foundation Richard Van Cleef Jewell & George Parleir Randolph Royse Southwestern Bell Pioneers- Erin Van Laanen Memorial Fund Robert H. Rubin Memorial Fund Oklahoma City Life Robert V. & Sharon Varnum John Parrish Member Club Mr. & Mrs. R. Dale Vaughn Nell C. Patterson S John K. Speck Family Wayne Von Feldt Paul & Kelly Pearson Hanna A. & Judy Saadah Spencer United Methodist Daryl Stephen Voss Memorial Fund Mrs. Donnie Pendergraft Donald E. Sable, II Church Xiao-Cong Peng & Warren & Shiela Saha Dr. Nabil E. Srouji W Xizo-Hong Sun St. Charles Knights of Columbus Dr. Joseph W. & Ruth Stafford Wal-Mart Foundation/Sam’s Drs. Larry & Nancy Pennington Council #8204 Thomas P. Stafford Club Midwest City Donnie & Sarah Gay Perkins St. John’s Catholic Church Mr. & Mrs. Walter J. Stark Ron & Cindy Ward Oren Lee & Lucile J. Peters St. Monica Catholic Church Dale & Joan Stauffer Romayne Warren Petroleum Marketers W.S. Satterfield Thomas H. Sterling Memorial Fund Richard L. Wawro Equipment Company Joe & Pat Saunders Michael & Betty Lou Stewart Carl E. Weaver Marvin & Ruby Petty Mollie & Emily Say Marion C. Stewart Fred W. Weber Dionne & Lisa Phelps Tony & Katie Say Donal S. “Mike” Stidham Gary D. & Jane Weeks W. DeVier Pierson Richard & Reba Scates Gary Stidham Max & Ayako Weitzenhoffer Gerald Pilj Edward J. Schaul Denise Kingsbury & David Ben K. West Family Elisha Ann Pitzer Memorial Fund David B. Schneider Stillinger Caleb & Suzanne West Dr. & Mrs. Ira Pollock Gary D. & Mary Sue Schnell Krista Jones & Craig Stinson Bruzzy Westheimer Pontiac Professional Pat & Fred Schonwald Jr. Daniel C. & Jeannie Stith Gene & Phyllis Wheeler Photographers Association Inc. Jim & Deborah Schritter Daniel R. & Phyllis J. Stough James Brandon Wheeler Leo J. Portman Cindy Stidham Schuering Suburban Cinemas - Benjamin & Roberta White Pat Allen Powers William J. Schulte Jr. Lakeside Theatres Donald A. & Sylvia L. Wickens Gregory & Margo Price Brook & Paula Scott Andy & Sue Moss Sullivan John & Georgiana Wiesner Kathryne Province Paul A. & Mary Scott Art L. Swanson Charles E. & Renate W. Wiggin Helen O. Pruett Helen Sedlmeir Lois S. Swinford D. Frank & Nadine R. Wilkerson Michael Pullen & Jim Allred C. Carson & Marsha See Casey & G. Rainey Williams Jr. Kevin & Lisa Putt Fred W. & Mildred R. Seibel T Duane E. Williams Mrs. J.B. Seligson Betty O. Talbot G. Rainey Williams Q Barney & Gayle Semtner William W. Talley II Jaci McAfee Williams Steve & Nancy Quillin Gina Sewell Richard & Glenna Tanenbaum Joseph H. Williams Joquita Shaw Dan & Susan Taylor Kyle Williams Memorial Fund R Sheet Metal Contractors James W. & Linda Manning Taylor Richard K. & Susan Williamson David & Kim Rainbolt Association of Oklahoma Errol L. & Janice Teel Larry & Juanita Willis Raven Resources Carol & Roger Sheldon Telephone Pioneers of America- Lola M. Wilmes Steve & Susan Raybourn Muriel M. Shelton Oklahoma City Metro Council Wilshire Charitable Foundation George Reeder Memorial Fund Don N. & Mary Sherman Elaine B. Thompson Don E. & Gloria E. Wilson John & Marjorie Reiff Khanh Sherman Memorial Fund John T. & Anelisa Thompson Mary & Rebecca A. Wilson Dr. Cecil E. Reinke Bruce & Lynn Shook Dr. & Mrs. Wayman Thompson Ray L. & Pearl Winnard Verna Marie Renfro Warren & Pamela Shoulders Jean Thornton/OKC Metro Mark A. & Gale Wood Dr. Santiago R. & Michael B. Silva Association of Realtors George Woodward Jr. Glenyce Reyes de la Rocha Eula & W.R. Sims Jr. Randy Thurman Horace G. Rhodes Charles B. & Nikki Singer Richard & Linda Tippit X Carol Ricks Marjorie Singer Rebecca Goen Tisdal Xi of Sigma Delta Tau Rieger, LLC Sirloin Club Marilyn Torbett Company Building Corp. Dean Rinehart Jack F. Skaggs Jeffrey & Debbie Trachtenberg Mr. & Mrs. Clark A. Ritchie Jo L. Slama Rex Travis Y Robinet - Smith Foundation Anna Maude Smith Elaine Johnston Tucker John M. Yoeckel Cooper Brett & Karma Robinson James E. & Dori L. Smith Memorial Fund Revere A. & Mary Young Malcolm & Susan Robinson Kevin Smith Tulsa Royalties Company Mr. & Mrs. Frank Rodesney Leo C. Smith & Keith L. Smith Dr. William P. Tunell Z Geneva Rogers Foundation Memorial Fund Kelly & Jack E. Turner, II Doris Woodson Zahasky Harvey L. & Patsy R. Rose Leroy & Treva L. Smith Fred & Rosie Zahn Rev. James H. Ross Lori & Shawn Smith U John Steele Zink Foundation Robert N. & Jo Ann Ross Shirley Smith Unarco Commercial Products Sneed Foundation Amy Underwood The Sooner Fund James Vallion All efforts have been made to ensure accuracy. If you find an error, please contact us at 405/235-5603.

This annual report is printed on Corniche Velvet and Gloss, Forest Stewardship Council certified papers (Certificate SCS-COC-001546). The Forest Stewardship Council is the mark of responsible forestry.

64 | Endowment Donors Connect with us!

Visit www.occf.org: • Learn how to start a fund and find out what gifts we can facilitate • Donate online to any of our endowed funds using a major credit card • Discover Legacy Giving, our online planned giving resource for donors and professional advisors • Read our recent publications and news releases

Find us on Facebook, Twitter and YouTube Visit www.facebook.com/occf.org for the latest on our activities and nonprofit news. Follow us on Twitter @occforg. Visit our YouTube channel at www.youtube.com/occforg to view and share television commercials about donors, their gifts and the impact these gifts have on our community. You can also view our videos on recent grants and projects.

Subscribe to Donor Digest Become a subscriber to our e-newsletter Donor Digest by sending your e-mail address to Jana Steelman at [email protected] or calling Jana at 405/606-2922.

Stop in and visit with us We are located in historic Automobile Alley in downtown Oklahoma City. Our address is 1000 N. Broadway Ave. (the southeast corner of North 10th Street and North Broadway Avenue). Our office hours are 8:30 am - 5 pm, Monday - Friday.

Give us a call Let us help answer any questions you may have regarding charitable giving. Call us at 405/235-5603. non-profit org. u.s. postage paid oklahoma city, ok P.O. Box 1146 Oklahoma City, OK 73101-1146 permit no. 255 1000 N. Broadway Ave., Oklahoma City, OK 73102 405/235-5603 | www.occf.org

Confirmed in Compliance with National Standards for U.S. Community Foundations

A Snapshot of the Year

2010 In fiscal year 2010, the Oklahoma City Community Foundation:

Received $21.9 million in gifts from more than 2,400 donors

Administered $17.4 million in grants

Welcomed 53 new funds

Recorded 12.99% return on general investment pool

Awarded nearly $1 million in scholarships to more than 550 students

4 | Introduction