Oklahoma City Community Foundation 2004 Annual Report

1969 2004

OKLAHOMA CITY COMMUNITY FOUNDATION 2004 ANNUAL REPORT

A pioneer is one who prepares a way for others and that is why John E. Kirkpatrick can be described as Oklahoma City's philanthropic pioneer. When he started the Oklahoma City Community Foundation in 1969, he was literally creating a way for others to follow his lead to support the community through charitable giving. Mr. Kirkpatrick has said that he enjoys helping organizations that help themselves. How very true this statement is. Numerous times during our 35-year history, he has challenged nonprofits interested in helping themselves with dollar- to- dollar match opportunities, not only building their endowment but also attracting new donors. Mr. Kirkpatrick is the single most important reason the Oklahoma City Community Foundation manages the nation's largest agency endowment fund program with more than $1 IO million in assets and 250 nonprofit organ organizationsions participating. This pioneer approach to building nonprofit endowments is virtually unheard of among foundations. Mr. Kirkpatrick's interest in the success of the Oklahoma City Community Foundation and nonprofit organizations remains strong, as does his support. Over the years, he and his family have created several funds at the Oklahoma City Community Foundation. such as the Kirkpatrick Family Fund, that continues to serve as a resource for the community. It is important to note that while Mr. Kirkpatrick's financial support to the Oklahoma City Community Foundation is unmatched. it is just as important to know that he offers more than his wealth. From the beginning he has shared his vision and passion for our community and his heartfelt belief in civic responsibility. Thank you, Mr. Kirkpatrick.

2004 annualReport oklahoma CITY COMMUNITY FOUNDATION I introduction l Dear Friends of the Oklahoma City Community Foundat10n,

For 35 years, the Oklahoma Citycommunity beat the benchmark indices. And we ended the Foundaqon has been helping people help the year with assets of$438 million. commumty. Throughout its history, this orga Jeanette Gamba retired from the board in

n1zat10n has defined itself asa charitableleader 2004 after IO years of service, including three and we pledge to continue this philosophy as president. We appreciate her dedicated In May 2004 the Trustees completed a long service and important contributions as a true range planning effort that acknowledged this leader for this organization. We also welcomed leadership role and identified strategic issues J. Larry Nichols to the board. that will be key to continuing and enhancing In recognition of our 35th year, we featured our services to donors and to the community. John E. Kirkpatrick on the inside cover in The resulting activities will raise awareness and gratitude for his vision that led to the creation provide the facilities and technology necessary. of this organization in 1969. We have also in- Our most recent fiscal year endingJune 30, 2004 was one of growth and activity. Ou1· we hope you enjoy them. number of funds increased to nearly goo while Our first 35 years underlined the power of the amount distributed back into the commu philanthropy to affect change in people's lives nity exceeded $11million. In 2004, we were and the community overall. especially pleased with our rate of return on the general investment pool of r5.03 percent and a IO -year return of 10.28 percent. both of which

Nancy B. Anthony

Nancy BB. Anthony E U tive Director

introduction OKLAHOMA city COMMUNITY FOUNDATION 2004 Annual report TABLE of CONTENTS THE OKLAHOMA CITY community FOUNDATION As we celebrate our 35th anniversary, it is appropriate to reflect on our history and the people and activities that have made the Oklahoma City Community Foundation a charitable leader within aur community We were founded in 1969 to serve as the metropolitan area's non-profit public charity that would work with donors and non-profit organizations to create fonds to benefit the community both now and into the future. And for 35years we have not wavered from this mission, Designed byJohn E. Kirkpatrick and others to meet the test oftime, the Oklahoma city community Foundation was modeled after the oldest and finest community foundations in the country. This structure allows us to adapt to the changing needs ofthe community and still ensure that the donor's intent is preserved. today we are known as a leader in the community and the nation far excellent endowment management, disaster relief services, administration ofagency endowment and scholarships funds and an effective Advised Fund Program.

Effective Our Trustees commit lo donors that Lhe pur We add value to the donor's gift and en pose of their charitable gift will be honored. sure that the maximum benefit to charity is Through both our investment practices and achieved. While we provide a wide range of grant programs we seek to maintain and en administrative services, an excellent invest hance the value of thehe gift and the legacy of ment program and trustees and staff knowl the donor. edgeable about community needs and op portunities, we maintain a very low cost of operation 10 generate the greatest charitable We can help a donor with almost any kind benefit. of asset and can provide administrative and management services for almost any type of Powerful charitable fund. Our mission is to make it For anyone who gives to charity, the easy for donors to give to charity both by fa Oklahoma City Community Foundation can cilitating gifts and providing funds which help you do it better. We provide important are easy to use and which will meet a donor's financial and tax benefits while offering charitable needs. proven investment performance which in creases the value of charitable gifts. Our ef Flexible fective administration of grant distributions We can structure funds lo accommodate al ensures the greatest community benefit and most any kind of charitable gift. Advised our flexibility gives the donor numerous op Funds give donors the opportunity to modify tions to accommodate changing needs and their charitable goals to meet changing needs interests. and interests. A fund can be established us ing a variety of assets while recommendations for the charitable use of the gift can be made at a later time. Our expert staff also has the ability to administer a wide range of trusts, annuities and bequests.

introduction OKLAHOMA city community FOUNDATION I 2004 Annual Report HELPING YOU PLAN YOUR GIFTS TO CHARITY A planned gift provides several options for someone who wants to make a lasting impact on their community In this sectionwe highlight three donors who have made a difference through planned charitable gifts. The Oklahoma city community Foundation recognizes that each person's planned giving needs and desires are unique and, as a result, offers donors the following options:

Wills and Bequests Retirement Plan Assets A donor can designate the entirety or a If a retirement account fund, such as an IRA portion of their estate to an existing fund at or 401(k), has grown beyond a donor's needs the Oklahoma City Community Foundation o,· there is concern about the taxation of or establish a fund with a bequest. This heirs. directing these assets into a charitable option may provide a donor with substantial gift fund can provide significant tax savings reductions in federal estate taxes. while benefittinga charitable interest. Our staff can work with you to establish such How It works a fund so that it becomes the beneficiary recipient of the proceeds of your retirement account. • Include a charitable bequest to the Oklahoma City Community Foundation How It Works in your will. Sample language is available at www.occf.org.

• Contact the Oklahoma City Community Foundation to discuss the type of fund you would like to establish. The fund can be in • Meet with the Oklahoma city Commumty your name, in the name of your family, or Foundauon to develop a customized fund in honor of any person or organization you choose or you can choose an existing fund as the beneficiary. • Continue to have access to retirement pla assets during your lifetime. • The Oklahoma City Community Foundation will provide you and your professional advisor with a customized Place cash or other property in a 1rust that fund agreement, which we recommend pays annual income to you or a beneficiary you complete as part of your estate plan. for life or a term of years. Upon the trust's With a customized fund agreement, you termination its assets can benefn an exist can change the charitable purpose of ing fund at the Oklahoma City Community the bequest at any time without making Foundation or establish a new fund. changes to your will document. How It Works • Upon your death, the gift is made to the You commit to a charitable gift and receive fund specified in the customized fund income during your lifetime. You can use a agreement with the designated assets set variety of assets including cash, stock securi forth in the bequest. ties, real estate and personal property. When appreciated property is used you may mini mizecapital gains taxes and receive an imme diate charitable income tax deduction as well as reduce the amount of your taxable estate. Utilizing a Charitable Remainder Trust al lows you or a beneficiary to receive income while assuring your philanthropic goals are met through an existing fund or with the es tablishment of an advised fund from which

Continued on next page Charitable Lead Trusts A gift of cash. property 01· assets to the A donor can place cash or property in a Oklahoma City Community Foundation can trust that pays a fixed amount to a chari provide a donor with immediate tax benefits table fund at the Oklahoma City Community while ensuring that the donor ora loved one Foundation for a time period determined by receives fixed quarterly or annual income the donor. This option may minimize estate payments for the remainder of their life. and generation skipping transfer taxes while Upon the annuitant's death, the remainder allowing the donor to perpetuate their fam i oft he annuity benefits a fund of the donor's ly 's charitable giving heritage. choice. How It Works How It Works Contribute cash, stock, securities, real estate When you transfer a minimum of $20.000 or personal property to provide an income of cash or property to the Oklahoma City stream to a charity and the remainder to Community Foundation in exchange for heirs, A Charitable Lead Trust may mini a charitable gift annuity, we agree to pay mize taxes on assets transferred to the trust the named beneficiary a guaranteed fixed as well as reduce the amount of your taxable income for their lifetime. The income estate. This option allows you to leave assets beneficiary(ies) must be at least age 55 at 10 heirs that have less tax liability, assures that the time the contract is established. your charitable support continues beyond your lifetime and permits you to establish an The fixed annuity amount is paid quarterly advised fund that allows your family to rec and is based upon the size of the gift, the ommend future grants. age of the annuitant and the annuitant's life expectancy at the time the contract is estab The Oklahoma City Community Foundation lished. We use the American Council on Gift can assistyou and your professional advisor with Annuities rates for its charitable gift annuity all of the options outlined. For mor informa contracts. In the year the contract is estab tion on planned giving options through the lished, you will receive an incometax deduc Oklahoma City Community Foundation, please tion equal to the present value of the remain contact Donna McCampbell at 405/235-5603 der interest in the contract. or [email protected],

The Planned Giving Design Center Individuals who want to determine possible charitable deductions ofa planned gift are encouraged to visit the Planned Giving Design Center, afree calculation systemfeatured on the Oklahoma City community Foundation's website, www.occf.org. An easy-to-read report provides a summary ofa proposed gift along with a description of the financial and tax benefits ofthe gift. Visit www,occf-org and log onto the Planned Giving Design Center to calculate yourplanned gift options,

introduction OKLAHOMA city COMMUNITY FOUNDATION I 2004 annual report DONOR HIGHLIGHT Winona S. Presley -+·

Education was important to Winona S. presley She supported educational causes throughout her life and even established several education endowments. And she made certain her support would continue through a charitable bequest to the Oklahoma city community Foundation.

Following her high school graduation in 1943. Mrs. Presley at

tended Oklahoma A&M college for a year before returning to her hometown to fill11 in as the emergency fifth and sixth grade teacher. She returned to college but left again in 1945 to accept a job. In 1966, she finally realized her dream by earning her college degree. Mrs. Presley felt strongly that assistance should be provided to those students who might not be the top students but who had a desire to learn. Today, because of her charitable bequest to the Oklahoma City Community Foundation, the Winona S. Presley Fund supports several scholarships and related activities through the New Opportunities Scholarship Initiative. Mrs. Presley is helping students realize their dreams.

FUND OPT I ONS FOR CH ARITABLE GI VING The Oklahoma City community Foundation offers a variety ofpermanent fund options that enables us ta work with donors to ensure their charitable gifts match their charitable goals.

Advised Funds An Advised Fund is the simplest and most Because the donor can give advice on distri flexible way for donors to accomplish their butions from the fund. the charitable benefit charitable goals. An Advised Fund can be can continue into the future. For donors who established in one tax-yea1· and the donor can establish permanent funds, the ability to receive the benefit of an income tax deduc recommend charitable grants from the fund tion in that year. The fund can be the re can be continued to family members creating sidual beneficiary of a trust. insurance policy, an opportunity for a charitable legacy. for charitable gift annuity or retirement account. more information on our advised Fund program please see page 88. Continued on next page. Affiliated Funds Field oflnterest Funds Affiliated Funds are permanent funds estab Donors interestednteres1ed in supporting a more gen - lished with an initial gift of$500.ooo. An erall area of charitable interest can establish a Affiliated Fund is a 509(a)(3) supporting or Field of interest Fund like those featured on ganization of the Oklahoma City Community pages 63- 64. field of interestFunds provide Foundation which offers the type of donor greater program flexibility and a perfect way to involvement available through a private foun perpetuate a donor's own interests or those of dation but without many of the restrictions. a loved one. For more information on field Additionally. the administrativesupport of Interest Funds. contact Nancy Anthony at we provide makes an Affiliated Fund a very 405/235- 5603 or [email protected]. cost-effective option for donors. Please see pages 52-62 for information on the follow ing Affiliated Funds: Special Donors. Family Gifts made to the Fund for Oklahoma City are Funds and other Distribution Committee unrestricted and administered 6y our Trustees Funds. For more information 011 Affiliated lo meet the changing needs of the community. Funds, please contact Nancy Anthony at The Fund for Oklahoma City provides the 405/235-5603 or [email protected]. greatest benefit to the community at large be cause of its flexibility to address currentissues Agency Endowment Funds and opportunities on a timely and effective ba and Agency Affiliated Funds sis. Please see pages 94- 95 for a recap of recent Our Agency Endowment Fund Program grants and other program support provided is the largest of its kind in the country. through che Fund for Oklahoma City. For Currently. the Oklahoma City Community more information on supporting the Fund for Foundation manages more than $110 million Oklahoma City, please contact jenniferStewart for more than 250 area nonprofit organiza- at 405/235-5603 [email protected]. tions. nonprofit organizations with endow ments of$1 million or more can establishrd an Agency Affiliated Fund to accommodate ASSETS by more significant contributions Please see TYPE of FUNDS pages 72-85 for a report on the Agency Based on FY 2004 Endowment Funds and pages 86-87 for Agency Affiliated Funds. for more infor mation about the program and how you can support one or more of I he funds. please contact Gayle Farley at 405/235-5603 or g. farleyrley@oc org.

Scholarship and Award Funds we administer more than 707ch'"o la7 ship and award funds with assets in excess of $9 million. Established by individuals, corporations and non-profit and civic groups, the funds provide support for individuals who are seeking to improve ADVISED themselves through higher education or funds 60% additional training. Please see pages 65-71 for a review oft he Scholarship and Award Funds. For information on how to establish a scholarshipor award fund. please contact Anna- Faye Rose at 405/235-5603 or [email protected] or visit the Scholarship Center at www.occf.org. DONOR HIGHLIGHT Jack H. Abernathy

Jack H. Abernat19 understood the economics of charitable giving and he utilized this knowledge to the benefit of famiJy and his community through a variety of planned gifts to the Oklahoma city community Foundation.

A successful oilman and banker, Mr. Abernathy learned firsthand the advantages of making charitable gifts and planned gifts to

the Oklahoma City Community Foundation while serving as a Trustee during its infancy. Over the years, Mr. Abernathy gifted stock. oil and gas properties and mineral rights to an advised fund. He also established charitable remainder trusts for two relatives, providing them income during their lifetime and. upon their death. the full value oft he trust to the Oklahoma City Community

Foundation to benefit organizations like the Omniplex. He de scribed using th is charitable veh vehicleas "jumping the generation gap." in other words a way to provide for someone and yet avoid

a burdensome inheritance taxation. Mr. Abernathy's gifts over the years illustrate the flexibility the Oklahoma City Community Foundation has offered donors since 1969.

WWW . OCCF.ORG During 2004', the Oklahoma Ci!)! Community Foundation unveiled a new look for its web site, www.occforg. While changes were made to the appearance, most importantjy we reorganized the navigation ofthe site and added features to better serve our donors, nonprofit organizations and the community The revised site still provides the great on line services we've always offered and several we've added new features including:

As part of our mission. we promote com Spaces and Kirkpatrick Family Fund- is munity programs that address certain needs available on the web site. Details about each within the community and information on program. grant applications in downloadable each program - Fund for Oklahoma City, formats and listings of recent grant approvals Agency Capacity Building. Parks & Public are all provided. Donor Services Scholarship Center The variety of services for donors and orga students parents and high school guidance nizations with permanent endowment funds counselors have always found Scholarship are outlined on our web site under Donor Center to be a great resource. we have en Services. Pages within this section provide hanced this section of the site to include information on the following: Gift Planning more links to post-high school education re - how we can assist donors in determining sources as well as add a directory of scholar the best way to make a charitable gift; Gift ship funds at the Oklahoma City Community Facilitation - how we make it easy to complete Foundation that includes application infor gifts, create funds and utilize noncash as mation . sets: Gift Administration - how we can help donors make the most of their gifts to the appropriate organization or adminis- We• are pleased to offer donors an easy alter- ter a scholarship program; Professional native to contributing to a per manent en Investment Management - how we invest dowment fund using a major credit card via the nearly 900 funds to provide a secure a secure on line giving web site. In addition source of income with the best opportunity to the Online Giving link on the left hand for growth: and Fund Administration and navigation. we have added the online giv Reporting - how we provide a full account ing link to each listing in Central Oklahoma ing to both the donor and beneficiary orga Charities. nizations as well as reports to the Internal Revenue Service in addition to reporting on investment performance. grants and gifts. Another key donor service we offer is Forms Library DonorCentral. an on line reporting system :The Forms Library is a comprehensive collec that donors with Legacy Funds or Gift Funds tion of forms and applications presented in can use to track gifts, review financial state both an alphabetical and categorical listing. ments and investment performance and rec It provides a quick and easy way to locate fund ommend grants. Nonprofit organizations agreements, policy statements, grant applica with permanent funds can also review their tions and report forms. fund as well as grant distributions.

. ' . I Our web site contains a multitude of resourc The Planned Giving Design Center site es and the Site Map is an easy way for a visitor has been redesigned to be even more user to find what they"re looking for . friendly. This state-of-the-art web site caters to both professional advisors as well as anyone Additional Resources for Nonprofits interested in or impacted by charitable giving. In an effort to continue to serve nonprofit The site still features the popular on line organizations within our community. we add calculator for quick analysis of tax implications ed the Additional Resources for Nonprofits of a gift made through a charitable remainder page that offers access to numerous online trust or charitable gift annuity. links that can assist in areas such as manage ment, fundraising and technology. Central Oklahoma Charities Over the past few years, Central Oklahoma Donor Stories Charities has quickly become the region's We recognize that this organization would not most comprehensive online directory of more exist were it not for the I housands of donors than 250 nonprofit organizations, offering a whose contributions were made to enhance listing for each agency that includes contact our community. The Helping You Help the information as well as a description of the Community page offers several donor stories. organization. In addition to an a lphabetical We encourage you to visit www.occf.org and and categorical listing, Central Oklahoma make it your one-stop resource for charitable Charities now features a search engine where giving. a visitor can enter a word or several wo1·ds to Find an organization. Each listing also in cludes a link to a secure online giving site where gifts can be made to an endowment fund using a major credit card.

10 introduction OKLAHOMA CITY community FOUNDATION I 2004 annualReport DONOR HIGHLIGHT Edna Ratliff

Soon after moving to Oklahoma city to attend busin'ess school, Edna Ratliff joined the liberty National Bank staff in the 1930s and quickly made her mark in an industry she worked in for nearly 50 years. And, she left her mark on the community with a charitable bequest to the Oklahoma city community Foundation .

During her 48 -year career with the bank, Miss Ratliff was highly regarded by her co- workers and assumed the role of teacher and trainer for many of the younger trust officers. Her expertise led her to becoming one of the first female trust officers in the

state. When she made her estate plans, Miss Ratliff wanted to

repay a community where she had found such a rewarding career

and had made her home. Thanks Lo her charitable bequest, the Edna Ratliff Fund continues to support the nonprofit organiza tions she cared about.

HELPING PROFESSI ONAL ADVI SORS HELP THEIR C LIENTS attorneys accountants, trust officers, financial planners and other professionals who provide financial and charitable planning will discover that the oklahoma city community Foundation is an excellent resource for charitable giving and offers simple and flexible vehicles which will help their clients meet charitable goals.

Alternatives to Private Foundations: :The advantages of establishing a charitable fund at the oklahoma City Community Foundation versus creating a private founda tion are clearly outlined. The web site provides a list and description of the varied fund options we offer as well as links to policies and forms.

2004-Annuol Report OKLAHOMA city community FOUNDATION I introduction Links to the Internal Investment Management Revenue Service web site: Structure and Performance: We provide vital links to the Inter nal Revenue Ou, sophisticated mvestment strategy ranks Service (IRS) web site that contains tax among the nat,on"s top community founda forms, information and IRS Publication 78 tions. A desc, 1p11on of the operation of our which is a listing of tax exempt organizations general investment pool is also included on financial Planner Forms Policy statements the web site. and fund agreement forms are easily accessible. Planned Giving Design Center: Planned Giving A comprehensive resource and information Guidelines and Forms: center for professional advisors with cli - The web site also features guidelines and ents interested in charitable giving through sample documents for bequest language, gift a planned gift the Planned Giving Design annu111es and charitable remainder trusts Center (PGDC) includes the latest regulatory and judicial rulings, case studies and imple melllation guides. The PGDC Calculator is a popular feature that determines the tax im p lications of a charitable gift.

Gift Facilitation &Administration Our staff am helpprofessional advisors with clients who may wish to,

• make gifts of non-cash assets such as securi • Establish a scholarship or other special fund ties, real estate. insurance policies, or min as a memorial eral interests which will benefit a number of charitable organizations

• Make a charitable gift and yet retain an income interest during the client 's lifetime For more information on how the Oklahoma City Community foundation can help pro • Use appreciated assets to make year-end gifts fessional advisors help their clients, please to charities contact Joe Carter at 405/ 235- 5603 or [email protected] and Donna McCampbell at d.mccampbel [email protected].

introduction OKLAHOMA CITY COMMUNITY foundationDA Tl ON I 2004-Annual report DONORS Since 1969. thousands ofdonors have made gifts to permanent endowment funds at the Oklahoma city community Foundation. Since our first annual report in 1971, we have

recognized their gifts as well as the impact these gifts have had 011 the communit Major Donors MAJOR DONORS includes individuals, families and businesses that have made contributions to permanent funds or -+ advised funds between $ 1, 000 and $9,999. if you are interested in helping you community through a gift to the Oklahoma city Communi!y Foundation, please contact Jennifer Stewart at 4-05/ 235-5603 or j.stewart@occforg.

name year OF initial gift

a AAROklahomall988 Dr. Laurence & Claudia Altshuler I 199898 Abide Insurance Agency, Tnc. I 19 9 9 American Fidelity Corporation 19868 6 William C. & Patricia Abney I 19 9 4 Marjean Anderson Memorial 199393 Dr. & Mrs. Thomas E. Acers 19858 5 Tom & Patty Anthony I 19981988 Mary Alexander I 1 974 Arcadia, L.L.C. I 2001 W.W. &Judith A. Allen 1998 Arrow Trucking Company I 199898 William E. & Suzann Allison I 2002 Ron &Julie Arvine I 2003 a Timothy K. & Laurel V. altendorf I 1998 a

b H. E. Bailey Memorial I 19 77 Morris & Linda Blumenthal 19999 9 J. Timothy Baldwin, M.D. I 1994 Mr. & Mrs. H. R . Bockus 1999 Bank of America Foundation I 19 9 2 Henry & Teresa Bockus I 1 9 9 8 Bank of Oklahoma Foundation I 2 O O O Judge & Mrs. Richard L. Bohanon I 19999 Bank One, Oklahoma City I 2002o o Drs. Tim & Shelley Bohn 19989 8 Steven Barghols I 2002O O Ron & Linda Bonebrake I 19989 8 Michael & Anita Barlow I 1997 $ Mr. & Mrs.Jack Bowker 1998 Richard Barth Memorial 1994 T. H. Bowman I 1981 Gordon Beard I 2003 Don &Jane Bown i 19989 8 Gerald &JoAnn Beattie I 1998 Lo is Boyd I 1994 Ralph Bendorf I 2 o o 3 Howard]. Bozarth 1970 Loyd Benefield I I 97 O Alfred &Judy Branch 2001 Benham Foundation I 2002o o Mr. & Mrs.John P. Braniff, Sr. 12002 Bennett Steel, Inc. I 2002 Phyllis L. Brawley 19939 3 Ike & Sherry Bennett 19989 8 Russal 8. Brawley I 1998 Julie C . Bennett 1977 Robert Brickner I 2 OO 3 Ph ilip R. Bennett Memorial 1977 Samuel & Rachel Bristow I 2001 Beta Sigma Omega Chapter of Dr. & Mrs. David R. Brown I 19 9 9 Alpha Kappa Alpha Sorority I 2000 Bob & Karen Browne I 19 9 5 Better Days Foundation I 20030 0 3 Dr.John &Ruth Bruton 1994 Paul & Colleen Bicket I l 9 9 1994 Bob Burke I 2001 Robert L. & F lorence G. Birdwell 19999 9 Ellen Bushyhead 19909 O Col. William E. Bleakley 1993 Jeanne C. & Hugh V. Byler.Jr. I 1987 Dianne & Chad Bledsoe 12002 Jerome & Ann 13yrd I 1994 Mr. & Mrs. James L Blevins I 19 97

14 major donors I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004, Annual Report 2004 fiscal year donation N A M E I Y EAR Of' initial gift

C Larry & Tatjana Caddell I 19939 Howard P. & effie J Clemens 1998 Dr. Charles M. & Mrs. Vera Lee Cameron 19989 8 Clements Food Foundation 19999 9 Canadian Valley Research I I 9 9 5 Clinica Guadalupana, Inc. / Capitol Abstract and Title I 2002 Dr. Claudia Rossavik I 20030 3 William V. Carey Memorial I 2000 MaryM. Clock I 1978 Earl &Janice Carpenter 19939 James W. & Billie Cloud I 20020 * Thomas H. Carter & Haraldine A. Stafford 19999 9 Elizabeth Merrick Coe I 9 9 1992 Catholic Order of Foresters 199191 Mr. & Mrs. Albert Cohen I 199898 * Charles H. Caylen I 0 0 2002 Steven &Janna Cole 2003 Q Central High School / Alumni Class of 1947 19969 6 Complete Environmental Products, Inc. I 1999 Chain Land & Cattle Company 19 9 8 Mr. &Mrs. Clint Cooke,Jr. I J98I Susan Chambers, M.D. i 2002 Jim & Carol Cooley I 2 0 0 2002 Joanna M. Champlin & Shawnee Brittan 1999 Joe Cooper Ford I 199 9 Roy W. & Pat Chandler I 1979 Teresa Cooper 19 9 9 CELE B R AT I N G Chesapeake Energy Corporation 19989 8 Corrugated Packaging & Design I 19969 6 Dr. & Mrs. Don B. Chesler 19989 8 Jack Crabtree I 1994 The Chickasaw Nation 2003 Mrs.John R. Crain i 2003 Child Care Careers, Inc. I 200303 Winifred A. Crim 1997 Yung Hye Choe I 1998 Robert D. & Ewing Hardy Crowe 1974 city of oklahomaC ity I 1978 Carole Hamblin Crowl I 2003 -1969 - Dr. James R. & Mrs. Marcee Henos Claflin 19 9 8 Luther Crum 1999 Mary Miles Clanton I I 1974 John L. Culbertson I 2002 oilman an philanthropist john E Donald M . & Yvonne Clark 1996 Lt. Col. Francis &Joanne F. curran 1 999 Tommie L. & Agatha Lee Clark, Jr. I 19979 7 Custer & Custer Livestock Commission Co. t 9 9 1998 kirkpatrick and eight fellow busi- nessleadersfounded the oklahoma d Daily & Sunday Oklahoman 19989 8 Downtown Optimist Club of Oklahoma City 19989 8 city community foundation 111 Dr. Louis Danforth 19858 5 carole Drake I 19 9 5 1969 Donors who wanted to Mr. & Mrs. Dwight E. Davis I 2000 $ Mr. & Mrs. Stanley 0. Draper I 1975 provide charitable funds needed Kim & Nancy Davis 1999 Mr. & Mrs. Roi I in E. Drew I J 9 9 8 un easy and efficient wqy to make Margaret OeBee I 1999 Cordona A. Duca I 1998 Rowland & Mary Denman 19999 9 Dennis D. & Marilyn C. Duffy 19999 9 gifts and the community neededan Devon Energy Corp 19999 9 James L. & Emily B. Dunagin 199898 organization that would help them. Marion Briscoe DeVore 1976 Mary Helen & Frank S. Dunaway, Jr. I 1997 the group was spurred into action Dobson Communication Corp. I 19 9 8 David & Sherri Durica I 19 9 9 by the passage of the national tax brian & Marileigh A. Dougherty I 199 9 a Reform ac 1969 that imposed

newrestrictions on private founda- e Margaret Ann East I 19989 8 Ron & Lida Elkins I 1994 Eateries' Employees Community Chest I 20 0 I Don & Margaret Ellison\ 19 9 6 tions as a result the considerable Emmanuel Edem 1199 1994 Janet M. Ellison I 2 O o 2002 taxadvantages ofcontributing to a Louis I-1. &Anne]. Ederington 1999 Episcopa I Diocese of Oklahoma 19757 5 public community foundation made Mr. & Mrs. Beverly C.D. Edwards I 1979 Royice B. Everett, M.D. I 1992 sense. endowment funds createdby WilliamT. Egolf I 1980 Express Services International I 19989 8 Lt. W. H. Eldridge Memorial I 1982 donors could now provide long- term support for charities scholar- shipsand a varietyof community

needs as well as meetthecharitable goals of the donors the oklahoma city community foundation ended its first fiscal year

with assets of $45 000.

2004 annualReport OKLAHOMA CITY COMMUNITY FOUNDATION I majordonors 15 MAJOR DONOR STORY Don & Margaret Ellison I 19969 6

The legal structure of the Oklahoma City Community Foundation can be traced to one individual - attorney C.D. "Don" Ellison. When asked by fou nder John E. Kirkpatr ick to develop the o rganization's legal underpinnings, Mr. Ellison conducted exten sive research that resulted in the proper checks and balances that have successfully guided this organization for 35 years. Contribution s from the Ellisons support the Fund for Oklahoma City.

name I YEAR of initial gift

f Charles Fagin I 199 8 Scott Forbes I 1 9 9 8 Miki Payne Farris I 19 8 6 Delmas L. & CarolJ. Ford I 2001o o 1 Tom & Darlynn Fellman I 2002 Vernon E. & BettyJ. Forshee I t996 First Baptist church of Oklahoma City 19799 Aileen Frank Memorial I 2002 F irstJones Bancorporation. Inc. I 2001 irvin E. & Sharna Frank I 2002 a Helen Fisher I 1999 Kent F. Frates I 199 9 MadelynJ. Flatt I 2 O O 1 Rodman A. Ft·ates I 1994 David & Pam Fleischaker 19979 7 Leamon & Fay Freeman I I 9 9 9 The Fleming Company 1992 Richard L. & pattie M. Freeman 1998 Flintco, Inc. I 2001 John W. & Marsha Funk 199696 Donald &Judith Forbes I 1992

g brian gabbard E. L. Gosselin I I 9 7 o Patricia A. Gallagher & Douglas Part· I 2 O 02 Grace Living Centers Foundation, Inc. I 2001 Reba Gallaspy I 19 9 8 Susie Graves-Fund for Positive Tomorrows I 2002 Gerald L. Gamble I 1 9 19822 Alan C. Greenberg foundation I 1993 Randy G . & Elaine M. Cammill I 2001 Maynard & Miriam Greenberg I 2003 Charles & Kay Gelnar 1999 Ronald & Adrianne Greenberg I I 9 9 3 Paula B. Gettys I 1992 Virginia & Robert Greenberg 1998 a Jarnes A. Gibbs Fund I 19939 3 Steph en V. greer 1998 George & Dorothy Gibson I 199 9 Greystone Presbyterian Church I 19999 9 Michael T. Gibson I 19 1994 David F. Griffin I 1992 Gertrude Gilbert I 19 9 9 Todd & Leslie Griffith I 199 7 Joe Glosemeyer 1998 Kenneth &Janice Griggy I 20010 0 I Mr. & Mrs. Richard H . Godfrey.Jr.11999 C . H . Guernsey&Co. I 1992 A l Good Memorial I 2003 Louis &Juanita Gutierrez 1999

16 majorDonors I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004 Annual Report 2004 fiscal ye ar donation name I year of initial gift I

H Mrs. John M. Ha11 I 1994 Heritage Hills Associates Board 199696 Duke & Charlene Halley I 2003 t WilliamJ. & Helen Hilseweck 1978 Thomas Patrick Hallren I 1999 Hitachi Computer Products of America 19949 F. Dail Harper I 19797 9 Edmund M. hoffman I 1998 Helene&SigHarpman,Jr. I 2002 Frances Helen Crockett Holbird I I 9 9 7 Juanita Harris Memorial I 1993 James H. & Lynn Holloman, Jr. 1994 Mark L. & Anne Harris I 20020 Horn Canna Farm I 2003 Virgil W. Harris 1999 K. R. & Lois Hornbrook I 19 9 7 Andrewj. Haswell.Jr. 1999 $ James K . Hotchkiss 1992 Larry K. & Maggie Hayes 1994 Margaret R. Howell 1981 Kenneth Don &Althea Rose Henderson I 1998 1-Iudiburg Auto Group 19999 9 T ravis Henderson 198181 W.W. & Nonajean Hulsey 1970 AnnC.Henry l 1992 M.O. & Patricia Huntress I 1999

£arlj. Henry 19939 3 celebrating

Indust rial Gasket, Jnc. I 1998 Stuart C. Irby Company 1998

J GregJ aeger l 2001 Virginia C. Johnston 1993 - 1970 - Dorisjames Memorial 1982 Jones Drug Store I 2001 Steve & Kathiejanger I 2002 Jones Kiwanis C lub I 2001 With one gift made 34 _years ago. Jerome's 19757 5 Catherine May Jones foundation 1993 Mary Potter Johns It 1979 Melvin D. & Mary E. Jones I J 9 9 8 jaspar D. ackerman launched u carlos £.Johnson 1998 program that today is the largest of its type in the country With u

K Lau1·ie Dale Keffer I 2001o o l Hugh & Casey Killblane/Wentz Production I 2 O O 3 !ii g1jl of $25.000 lo lhe National Evelyn£. Keil 1992 Bill& MarlhaKingl 1998 cowboy & western Heritage Ronald "Skip" Kelly I 2001o o I Kirkpatrick Bank I 2002 museum Mr. ackerman created Nancy l. Kenderdine I 19 9 8 Clifford & Sybil Knight I 2004 a the first permanent endowment Darlene Kidd I 19 8 1985 Knights of Columbus Council 5759 I 1998 C lara Sue Kid well I 19 9 9 Don & Susan Kriley I 1998 fund for a nonprofit organization

by 1974 18 agency endowment funds had been established today Louis B. & Hallie L. Lackey I 2001 Harrison & Helen S. Levy 1980 ada V. Lance Memorial I I 9 7 9 Liberty Bank I 1974- the Oklahoma Ci!), community Lawton Ins u rance Associates. Inc. I 19989 8 Don & Martha lippert 19969 6 foundation manages the United Ledbetter Insurance and Risk Management! 1979 Lippert Brothers Const ruction 19888 8 a states largest agency endowment Robert D. & Ella M. Leonard I 2002 Local Oklahoma Bank I 2002 Andrew W. Lester 1992 James B. Lowe, III I 2003 fundprogram administering funds for more than 250 area nonprofit organizations. .Mr. ackerman startedhis bank-

ing careet as an elevator operator

at exchange Bank in I 9 l 6 and re tired asitsmajority owner and chieg executiveofficer. He was highly regarded as a banker. rancher and philanthropist

2004-Annual Report I OKLAHOMA CITY COMMUNITY FOUNDATION I major Donors 17 MAJOR DONOR STORY Aileen Frank Memorial I 2 O O 2

Aileen Frank considered herself a "professional volunteer" and she used this role to the benefit of the entire community. An active supporter ofa variety of arts and civic organ izations, she received n umerous recognitions including induction into the Oklahoma Med ical Science Hall of Fame and the Governor's Arts Award . H er family established the fund in her mem or y to per petuate support for the causes she cared about during her life.

name I YEAR OF initial gift

m Robert A. Macklanburg.J r. I 1970 Mrs. Yen Do McKenzie ( 1999 Macklanburg- Hulscy Foundation 1 992 Wilbu r E. & Eloise McMurtryI 1993 $ Madewell &. Madewell. Inc. I 2001 Alben & Deborah McWhorter 19 9 8 Maguire Foundation 1992 The Meinders Foundation 1998 David&. Linda Mallory 1995 Mark H. & Patricia Mellow 1 992 M ,·. & Mrs. Eugene Maples I 1988 Ted A. Metscher 1997 Brad A . &J ane1 E. Marion 1998 Tom & Elizabeth Zoernig Milam 1998 Mrs. Muriel [. Marriott 1998 Larry L. & Donna N. Miles I998 Jeffrey &Alice Marse! 1992 Wendell E. Miles 1998 Rick A . Martinez I 200 1 CeorgeR. Milner, 11 1 I 1998 Hardin W. & Gertrude C. Masters 1975 William V. Montin 1992 Mathis Brothers Fu,·ni1ure 1998 Donovan & Miriam Joyce Moore 2003 Robert & Donna mccampbell I 1999 Hank Moran & Associates 19797 9 Mr. &. Mrs, Tom H . mccasland, jr, I 1993 K.D. Mor ris 1992 Ron & Betty McDaniel I 1991 Mark & Bette Mor ris Family Foundation 1998 Mc Eldowney Ope ralic Awa ,·ds, Inc. I O o O Frankie Pauline Morton Estate 1998 Karen McGrath I 1998 Cha,·les Musgrave 19 9 9 J ames W. &. Lee Ann mcintyre( 1 992 Col. Paul H. Myers 1 9 98 J oseph D. McKean.J r., M.D. ( 1994

N Kenneth R. Nance 2001 John W. & Mary D . Nicho ls I 19 97 Kenneth A. & Marie W. Nash 1999 James & Madalynne Norick 1992 National Trust fo1· His1oric Preservation 2003 Norman Jewish Commu nity Organiza1ion 19989 8 Kenneth A. & Nancy Nelson I 2002 John S. Nor,·is I 1997 New Covenant United Methodist Church 19979 7 Clark & Ima Nye 1 979 N ichols H ills United Methodist Church/ Mr. & Mrs.J. Marshall Nye 1994 Kiva C lass 1996

0 Pat & Laura O ' Hara 1999 Oklahoma Mall Beverage Associa1ion 1 993 Oakley's Inc. I 1992 Oklahoma State AFL- CIO I 1999 O klahoma Abstract Company 1999 Ruth J. O rcutt 1 9 91 O klahoma Allergy Clin ic Foundation 1 970 Cynda & Larry Ottaway I 19 9 1992 O kla homa City Art Museum Associates & Volunteers I I 9 9 5

18 major Donor, I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004-Annual Report 2004 fiscal year donation name year of initial gift p Clarence & Polly Paine I J 9 74 Michael A. & Catheri neJ. Pollack I 2 0 0 2 Jewell & George Parleir Memoria I 1197 9 Or. & Mrs. Ira Pollock 1977 John Parrish I 1999 Pontiac Professional Photographers Nell C. patterson I 1975 Association lnc. I 19988 Mr. & Mrs. William C. Paul I 2000 "' Lee & Miriam Powell I 2003 Raina & Stan Pelofsky I 19 9 9 a Pat Aile n Powers I 2 o o I Mrs. Donnie Pendergraft I 19988 Gregory & Margo Price I 20020 0 Oren Lee & Luci le J. Peters I I 9 9 8 Kathryne Province I 0 0 3 Marvin & Ruby Petty 1975 Helen 0 . Pruett 12001 W. DeVier Pierson 19999 9 Kevin & Lisa Pull 1998 Elisha Ann Pitzer Memorial I 2001

r Steve & Susan Raybourn I 19988 Mr. & Mrs. Clark A. Ritchie I 1975 C celebratingL A T I N C George Reeder Memorial Fund I 20030 0 \ Cooper Brett & Karma Robinson 1995 John & Marjorie Reiff I 1997 Malcolm & Susan Robinson I I 9 9 8 Dr. Cecil E. reinke 2003 Harvey L. & Patsy R. Rose I 19999 Verna Marie Renfro 1999 Robert N. &Jo Ann Ross 19966 Dr. Santiago R. & Glenyce Linda & Ron Rosser I I 9 1994 Reyes de la Rocha I I 9 9 8 Mr. & Mrs. H.G. Rountree I 1997 - 1970 - Horace G. Rhodes I 19 9 9 Dr. & Mrs. Leonard Rozin 1998 9 Robert H. Rubin Memorial I 2003 John F. & Patsy [. Rieger 19999 * when E. K. gaylord longtime president of the oklahoma publishing

Warren & Shiela Saha I 1993 Jack F. Skaggs 2003 company ..started a permanent St. Charles Knights JoL.Slama l J995 scholarship /i,nd in 197070 it was of Columbus council #8204. 1999 Leonard & Lisa Slater I I 9 9 9 St. John's Catholic Church 1995 Anna Maude Smith 19 7 4, the first nj 1/s typeat the oklahoma St. Monica Catholic Church I 2001 Leo C. Smith & city community foundation W.S. Satterfield 19 9 8 Keith L. Smith Memorial 1995 I following his death in 1974 Mollie & Emily Say I I 9 92 Shirley Smith 1998 his estate made a substantial gift Tony&KatieSayl 1992 The Sooner Fund I 2003 Richard & Reba Scates I 2 0 0 3 Southwestern Bell tp the fund further sustaining Mr David B. Schneider I 2004 a Corporation Foundation 1989 gaylord's goal of helping deserv- Cary D. & Mary Sue Schnell I I 9 9 8 Southwestern Bell Pionee,·s- ing students earnings from the Brook & Paula Scott 19999 9 Oklahoma City Life Member C lub I 9 9 9 Paul A. & Mary Scott 1998 John K. Speck Family 1971 fund support the oklahom city C. Carson & Marsha See I 19 9 8 Spencer United Me1hodis1 Church I I 9 9 6 community foundation ·., annual Fred W. & Mildred R. Seibel 19999 Dr. Nabil E. Srouji I 2003 scholarship programs that provide Mrs.J.B. Seligson 1992 Dr.Joseph W. & Ruth Stafford I 1998 awards In a variety of students Barney & Gayle Semtner I 19949 Thomas P. Stafford I I 9 8 8 Ben & Shirley Shanker I 2002 Mr. & Mrs. WalterJ. Stark 1979 /,1 1903 Mr, gaylord and two Sheet Metal Contractors Dale &Joan Stauffer I 1994 business partnersbought 4.5percent Association of Oklahoma I 1999 Thomas H. Sterling Memorial I I 977 of daily oklahoman stock In 1916 Muriel M. Shelton I 1992 Michael Stewart 1994 he bough the oklahoma city times Don N. & Mary Sherman I t 1999 Marion C. Stewart I 1996 khanh Sherman Memorial 1993 Daniel C. &Jeannie Stith 19999 and merged the twp to create the Don Shockey I 19 9 8 Daniel R. &PhyllisJ. Stough 1995 oklahoma publishing company Bruce & Lynn Shook I 2003 Mary Deane Streich I 1999 $ mr. gaylord was a supporter ofmany Marcel Silberman 2004 Suburban Cinemas - Lakeside Theatres I 2 O O 3 civic causes including the drive for Michael B. Silva 1999 Andy Sue Moss Sullivan I 0 0 3 jo. Charles B. & Nikki Singer I 2002 Art L. Swanson I 2000 oklahoma statehood and moving Marjorie Singe1· I 2003 Lois S. Swinford 1998 the state capitol to oklahoma city Sirloin C lub 2003

2004-Annual Report I OKLAHOMA CITY COMMUNITY POUNDATlON I major donors 19 MAJOR DONOR STORY D r . & M r s. Leon ard Rozin 19989 8

Leonard Rozin understood hard work As a young boy, he worked alongside his father deliveri ng goods from a horse- d rawn wagon. As a college student, he worked ro pay for his education. As a physician, he worked for 34 years providing quality care to thousands of patients. He and Zel we re married 50 years when Dr. Rozin d ied in 2004. Con tribu tions support several agency endowment funds.

name YEA R: of initial gift

William W. Talley Tl 1982 Dr. & Mrs. Wayman Thompson 197676 James W. & Linda Manning Taylor I 1998 Charles Tilghman I 1995 Errol L. &Janice Teel 1997 Richard & Linda Tippit 19 99 Telephone Pioneers of America- Rebecca Goen Tisdal I 199 1992 Oklahoma City Metro Council 1994 Marilyn Torbett company l 2002 Jerry M. Thomason 1999 Joe Dan &Janice Trigg I 19 9 1999 Elaine B. Thompson I 1 998 Elaine Johnston Tucker Memorial I 2003 John T. & Anelisa Thompson j 199 8 Dr. William P. Tunell I 1998

II Unarco Commercial Products J 1993 A my Underwood I 20001o o I

U Richard Van Cleefl 1998 Wayne Von Feldt 1995 5 robert V. & Sha,·on Varnum I 199 9 Daryl Stephen Voss Memorial \ I998 Jack H. & Sue Vaughn 1 998

W Wa l- Mart Foundation/ John & Georgiana Wiesner 1998 Sam's Club Mid west City I 1998 Robert E. & Viola M. Wild 1996 charles Waldrop I 2000 D. Frank & Nadine R. Wilkerson 199898 Romayne Warren 1981 Duane E. Williams I 2001 Robert & Shirley Wasserman I 2 0 O 2002 C. RaineyWilliamsl 1993 Richard L. Wawro I 1998 Joseph H. Williams I 1998 Cary D. &Jane Weeks 1993 8 Richard K. & Susan Williamson I 1998 Max & Ayako Weitzenhoffer I 2003 Don E. & Gloria E. Wilson I 200 1 Ben K. West Family I 1970 Ray L. & Pearl Winnard I 1999 Caleb & Suzanne West I 2003O 3 James F. &Jackie R. Wood I 2 o o o Joe & JulianaWesterheide I 19 9 9 $ Mark A. & Gale Wood I t 998 Steve & Pamela Westerheide I 2000 $ George Woodward.Jr. i 1981 Gene & Phyllis Wheeler I 2003o o Anne Wileman Workman I 1995 Donald A. & Sylvia L. Wickens I 2002

Y D,·. & Mrs.JamesJ. Yoch,Jr. I 1998 Reve1·e A. & Mary Young I 19 8 8 John M. Yoeckel I 1997 Stanton L. & Barbara Young 1974

Z Anne E. Zachritz I 2003 John Steele Zink Foundation 199 1994 Doris Woodson Zahasky I 199 8

20 major Donors I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004- Annual Report 2004 fiscal year donation . ,

Benefactors represent individuals. families and businesses that have made cumulotive contributions of $10,000 or more to permanent endowment funds or advised funds. BENEFACTORS Contributions can be made using a variety of assets including cash, oil and gas royalities

closely held stock and life insurance. ifyou are interested in making a gift to a permanent endowment fund or establishing a fund, please contact Jennifer Stewart at 405/235-5603 or j.stewart@accf org.

name year or initial gift

I a Jack H. Abernathy l 1973 patrick & Lmda Alexander I 1992 CELE B RAT I NG A past Trustee of the Oklahoma City Contributions support donor- advised Community Foundation, his gifts, including distributions and agency endowments. mineral interests, support agency endowment funds and the Fund for Oklahoma City. Please Ann Simmons Alspaugh I 1983 see story on page 9. Contributions support Ballet Oklahoma, -1971 - Oklahoma City University, the Payne marle & kathleen Abshere 1979 Education Center and other agency Contributions support the Fund for endowment funds. A member ufthe distinguished Harn Oklahoma City, World Neighbors and family Florence ogden wilson other agency endowment funds. Fisher&Jewell T.Ames 1974- learned early the importance of Contributions support the Fund for Jasper D. ackerman 19 70 Oklahoma City. helping her community A com One of the first contributors to the mitted philanthropist throughout Oklahoma City Community Foundation, Mr. Anderson Family Fund '2004 her lifet,me. Miss wilson created Ackerman's will left a charitable bequest of Contributions support donor- advised several funds al theoklahoma city $200,000 to support the National Cowboy distributions. & Western Heritage Museum. community Foundation using a guyton Anderson Ill I 2001 variety of givingvehicles In 1971 Ray & Lucille Ackerman 19988 8 G Established through a charitable bequest, with the proceeds from the sale of Contributions primarily support proceeds from the sale of his family's home Oklahoma City University. following his death benefit Putnam Heights property she established perma Preservation District, the neighborhood that nent agency endowment fund, for C lyde albright 2004 $ was his home for 60 years. five nonprofit organizations and Contributions support donor- advised through a charitable remainder distributions. An-Son corporation It 1974 An- Son co-founder Carl B. Anderson, Jr. trust miss wilson provided for made contributions through h is company family members while also ensuring to support World Neighbors. a planned gift to the oklahoma city community foundation lorn S. & marye anna andrash I 1993 Kate aldridge Oklahoma City architect Joe And rash made Todqv these agency endowment contributions to benefit Oklahoma City funds provide an unnual stream of Beautiful Wild Flower Fund in memory income In the nonprofit organiza0 of his mother, Anna And rash. tions so they can continue the good

lom S. & Marye Kate Alclridge 1979 Sulie H. Andre, I 1999 work miss wilso supported during contributions support Oklahoma Goodwill Contributions support the Presbyterian her lifetime. And a gift lo a niece is Industries and the Donna Nigh Foundation. Urban Mission. now u gift to the community

2004o o fiscal year donation 2004 Annual Report OKLAHOMA CITY COMMUNITY FOUNDATION I Benefactors 21 BENEFACTOR HIGHLIGHT Barth W. & Linda Bracken I 1 9 8 O

Working with the Oklahoma C ity Community Foundation, the Brackens fou nd a way to make a difference in their community that didn't require a significant outlay of cash. They assigned part of the work ing interest from a gas well to

establish an advisee.! fund. Earnings from t his,contribution continue to support advised fu nd distributions and Youth Services for Oklahoma County.

name I year of initialI IAl gift I

a armed forces - john E. kirkpatrick 1978 As a former student at West Point and a 1931 christine Holland graduate of the Naval Academy at Annapolis. anthony John E. K irkpatrick has always been an enthusiastic supporter of the three major service academies and he established agency endowment funds to benefit the U.S. Air Force Academy, the U.S. Military Academy christine Holland anthony 1985 and the U.S. Naval Academy. Contributions support World Neighbors and other agency endowment funds. \rnrso11 charitable foundation I 1998 JoAnn Arneson and her husband, Leslie, C.R. anthony foundation 1992 were devoted supporters of symphonic Contributions from the foundation started and chamber music in Oklahoma City. by Mr. Anthony support Children's Medical Contributions support the Chamber Research Institute. Music in Oklahoma Fund.

guy M anthony, Jr. I 1985 01·a ashwell I 1981 contributions support World Neighbors A bequest in Mrs. Ashwell's will requested and other donor- advised funds. that funds be used to support projects related to indigent children. Guy Mauldin anthony memorial I 1985 A diabetic most of his adult life, he was keenly william II & Martha E. Atkinson interested in research in diabetes and memo foundation I I 1999 rial contributions from family and friends at Established in memory of Mr. and Mrs. his death support those efforts. Atkinson, this donor-advised fund benefits religious, educational, arts and humanitar RayT. anthony I 1994 ian charitable efforts. A past Trustee of the Oklahoma City Community Foundation, his contributions support YMCA, Celebrations! Educational Services, Mercy Health Center, donor advised distributions and other agency endowments.

22 benefactorsI OKLAHOMA C ITY COMMUNITY FOUNDATION I 2004-Annual Report b bachelors' Club of oklahoma City I 1977 David Blair Benham I 19 74 Contributions support donor-advised dis Contributions suppor t Oklahoma C ity tributions and the Dean A. McGee Eye University and donor- advised distributions. institutenslitute.

betty L. Baker Memorial 1998 a Establish ed by Mrs. Bake r's daughter and son- in- law, Ann and Scott Darnold , the fund Wehster Lance supports the H eart of Oklahoma Council of Benham Camp Fire Boys & G irls .

C wayne Barbour memorial I 1974 Established by Mr. Barbour's family following his death, the fund supports Dean A. McGee webster Lance Benham I 1974 Eye I nstitut.e and American C ancer Society. Contributions from the enginee ring firm founded by Mr. Benham suppor t celebrating david V.. & Ccatherine mae bardwell I 1982 t he Be nham Professorsh ip at Oklahoma Cont1·ibutions support Baptist Retirement City University. where he taught civil Center and Oklah oma Baptist University. engineering.

marcus & Anne Barker I 1979 Clay & Louise Gaylord Bennett I 1993 - 1972 - Contributions suppo r t the Oklah oma Arts Contributions support Free to Live, Mental Institute, Prairie Dance Theatre, Arts Health Association of Oklahoma County and Council of Oklahoma C ity and Casady Morris Animal Foundation. during the first few years .fjohn E. School. kirkpatrick and fellow trustees sucj david1d berry Memorial I 2 o O \ as dean McGee, sylvan Goldman gene & Ed Barth I 1 1998 Established by gifts from fa mily and friends Contributions support donor-advised dis following Mr. Berry's death in the Septe mber and /. B. Su under, worked to con tributions. Mr. Barth is a former T rustee ll, 2001 World T rade Center disaster, distri vince friends und fellow business and past president of t he O kla homa City butions support Casady School. leaders that the Oklahoma city Community Foundation. community Foundation would be William ''Bill" Bevers I 1994 1 florence& russell Baugh I 2001O I Established by family and friends as a me mo a sound investment in the com A n endowment fund supporting the sheerar rial following Mr. Bevers' death, contribu munity and that ,t would stand the Museum and Cultural Center in Stillwater tions support donor-advised distributions. test oflime. Their hard work paid was established in memory of this couple. off when the organization began to R.K.. black I 1993 richard & leah beale I t 1998 Contributions support several agency build a broad base ofdonor sup- Contributions support donor-advised dis endowment funds. port by the end oj 19 72 just three tributions and several agency endowment years after the establishment of the funds. charles F & Carol Ann Blackwood I l 1993 Contributions su pport Sugar creek Camp, organization assets had reached John M. Beard I 1984 Mental Health Association in Oklahoma S 1 millon At end of fiscal year John Beard ma.d e t h e initial con tribution to County and othe1· agency endowment funds. 2004 assetswere $4 38 million. begin the endowment fund that became the Leadership Oklahoma C ity Affiliated Fund at F.G . Blackwood I 1979 the Oklahoma City Community Foundation. F.C. Blackwood was instrumental in found ing World Neighbors and later served on its Jerry & Jackie bendorf I 1998 boar d of directors. Contributions support Contributions support t h e Hil lel Foundation World Neighbors. on the University of Oklahoma campus. G.t.&. Elizabeth Blankenship I 1983 ethel C. benedict 1986 Contributio ns support Oklahoma City A charitable bequest from Mrs. Benedict's Museum ofArt , Oklahoma City U niversity estate supports the Fund for Oklahoma City. Law School and other agency endowment funds.

2004 fiscalyear donation 2004 Annual Report OKLAHOMA c rTY COM M UNITY FOUNDATION I benefactors 23 BENEFACTOR HIGHLIGHT Sam & Rita Combs I 20 O1 ~ -

Samuel Combs, president of Okla homa Natural Gas Company, and his wife Rita

utilize their ad vised fund to support a variety of charitable interests, .many of wh ich focus on yout h and education such as the Oklahom a City Public schools foundation.

name I YFAR (Jf initial gift

b james H. & marilyn bonds1999 Brenda Brown I 2003o Contribu tions support Make-A-Wish Contributio ns from a bequest from Ms. Foundation, Children's Center, Special Care. Brown support several agency endowment Coffee Creek Riding Center and a special funds. scholarship fund in memory of their son, Patrick S. Bonds. Dahl P. brown & Dahl P brown Jr. 1999 Established by Dahl P. Brown.Jr. in memory Steve & Karla Boone I 200 I of his fat her. Contributions support the Contributions support donor-advised Central High School Alumni Association d istributions. Scholarship Fund.

charles & cassandra cavins bowen 1994 \. ross brown 1979 Contributions support Variety Health Center Con t r ibutions support the Oklahoma City and Contact Crisis Helpline. Philharmonic.

Mr. & Mr,. Robert S. Bower, I 1981 john R & betty browne 1976 Contributions support the Fund for Contributions s upport the Fund for Oklahoma City. Oklahoma City, World Neighbors and Deaconess Hospital. oral Ann Bown 1997 A bequest from her estate supports t h e mamie lee browne 1973 Ambassadors' Con cert C h oir. Virgil Browne made contributions in honor of his wife to t h e Fund for O klahoma City. Dr. & Mrs George S. bozalis I 1976 Contributions support allergy research at virgil browne 1976 t he University of Oklahoma Health Sciences Contributions in memory of Mr. Browne Cen ter. support the Fund for Oklahoma City and other agency endowment funds. M.R.'"Dick' Brackin.Jr. memorial I 1998 Establish ed by the Oklahoma Attorneys dana anthony burns I 1981 Mutual Insurance Company in memory of a Contributions support the American founder and former president of the organi Diabetes Association, the American Cancer zation, contributions support donor-advised Society, Oklahoma City University and the distributions. Fund for Oklahoma City.

ben brown 1993 Lt. gen. (ret.) richard \. & Contributions support the FIRSTEP pro sally I burpee I 19999 gram at Metro Alliance for Safer Cities Contributions support McCall's where Mr. Brown was a former executive. Communities for Life Enrichment.

david & mary beth busby 1999 A planned gift will ben efit McCall's Communities for Life Enrichment.

24 benefactors OKLAHOMA C ITY COMMUNITY FOUNDATION I 2004 annual Report name I YEAR OF INITI \l gift b bernice butkin Melva byer I 1980 Contributions support the Oklahoma Contributions support Erna Krouch CityJ ewish Community Foundation. Preschool at Temple B'nai Israel.

C Cain's Coffee Company J 19 9 O Mr. & Mr,. B.C. Clark.Jr. 1996 Contributions support the fund for Contributions support donor- advised O klahoma City. distributions.

Horace K. & aileen Calvert I 1 1977 Cont,·ibutions benefit Casady School and its scholarship program. william B. & Helen P. cleary

C celebrating R l

C.B. Cameron william B. & Helen P cleary 1 1979 Contributions support Youth Services for Oklahoma County and Oklahoma City -1974- Museum of A rt. C B. Cameron memorial I 1979 Contributions supportWestminster School Mr. & Mrs R.J. Clements I 1978 during the early1970,. the oklahoma and were made in memory of Mr. Cameron Contributions support YMCA of Greater city community foundation awarded by trustees of the school, family and friends. Oklahom a City. grantsto variety of health educational

arts and socialserviceorganizations carballo family foundation 2004 Richard & mart Clements I 1978 $ Contributions supportdonor- advised Contributions support the Oklahoma In l 197171 thesegrants totaled 3 5 000 distributions. City Museum ofArt, the Mental Health but by 1974 the amount distributed Association of Oklahoma County, All Souls' to local nonprofit organizations had thomas D Carey I l 19949 I Episcopal Church and other agency endow Contributions support the Cimarron Circuit ment funds. doubledto $70,000 /11 2004 /. Opera Company, which was founded by Mr. the oklahoma city community Carey. Clinton I highschool foundation 111 ..-tcd $15. t million '52 graduate Fund I 2003 back into the community through Logan W. Cary memorial 1977 Established by the graduating class of 1952 established by family, contributions support at its 50th reunionion to improve academics at distribution grants scholarships and

Okl ahoma City University, World Neighbors. C linton High School. support for community projects Neighbor for Neighbor and other agency endowment funds.

Sam J & sandra cerny I 1983 Contributions support Rainbow Fleet Judge and YMCA. nancyL. coats

Or. berlin B. chapman 1996 A charitable bequest from Or. Chapman's estate supports t he Archives and Manuscripts Division of the O klahoma Historical Society, I judgenancy L. coats I I 9 9 9 where he was a board member for many years. District judge Nancy Coats is a Trustee of the Oklahoma City Community Foundation and Yvonnechouteau & maria tallchief 1976 past president of the Oklahoma City D isaster Bryan Arnn esta.blished funds named for two Relief Fund. Contributions support donor renowned ballerinas from Okla h oma in hon advised dist1·ibutions. or of his wife, LeClede, and her love for bal let. Contributions support Ballet Oklahoma.

$ 2004 fiscal year donation 2004 AnnualReport I OKLAHOMA CITY COMMUNITY FOUNDATION I benefactpr 25 BENEFACTOR . . HIGHLIGHT O.K. Detrick Foundation, Inc. I 19787 8

Otis K . Detrick moved to Okmulgee, Okla., from Indiana in 1917 during the

early boom days of the oil industry and started his career in the business. In his

will, he set aside a group of oil properties to form a private foundation. In 2001, his children and g ra ndchildren administering the foundation t ransferred the management of the assets to create a Legacy Fund at the Oklahoma City Community . Foundation to ensure the charitable legacy of Mr. Detrick continues . ,, ~ .. 6:~ . • .

NAME I YEAR OF initial G I FT

C Cobb engineering company 2001 jerry Cooper memorial I I 9 91 Contributions from the firm support Established in Mr. Cooper's memory by his donor-advised distributions. family, earnings support a scholarship for the University of Oklahoma Marching Band . .James D. & laverna L. Cobb 1990 Contributions support a scholarship at the Tu) tullos0. &. margaret L. coston I l 9 7 G Oklahoma State University School of Civil Contributions support Dean A. McGee Eye and Environmental Engineering. Institute.

Cole & Reed. P.C. t 9 8 8 Cowboy I !all of Fame Donors 19 7 O Contributions support several agency Established byJasper D. Ackerman with a endowment funds. $25,000 gift to fund an agency endowment fund to benefit the National Cowboy Hall of A.C. & Ruth Commander I 2001 Fame known as the National Cowboy & Western Established in memory of A.C. (Gus) Heritage Museum. It was the first agency Commander by his wife, Ruth, and son, endowment fund established at the Oklahoma Ed, contributions support donor- advised City Community Foundation. Contributors distributions and the Commander Family to the fund include Bass Foundation, Texas; Scholarship Fund. C.M. &J.F. Bennett, Colo.; T. Ross Clement, Idaho, O live H. Daube, Okla.; Sam Daube, Lolly Compton I 2 Ou 3 Okla.; Donald & Elizabeth Dickinson, Gifts made through a charitable gift annu Calif.; Mr. & Mrs. Billy E. Fowler, Okla., ity given in her memory support the Casady Hal French, Okla.; Lawrence Hagy. Texas; Class of 1996 Scholarship Fund. RobertE. Hogsett Foundation, Colo.; Frank Leu Foundation, Tenn.; Anne W. Marion, jack T. & Gillette Conn I 1970 Texas; Watt R. Matthews, Texas; James W. Contributions support the Fund for McDonald, Texas; DelloraA. & Lester]. Oklahoma City and Oklahoma Historical Norris Foundation, JII.; David & Nona S. Society. Payne, Texas; Chesley Pruet, Ark.; Mr. & Mrs. Gene Autry, Calif.; Wayne Banes Rumley. Wil liam Rowe&. Gretchen S. Cook I 1978 Okla.; E.H. Shoemaker, Neb.; and the True Established by Gretchen in memory of her Foundation, Wyo. husband, contributionssupport Presbyterian Urban Miss ion.

fern K & R. Boze Cooper I 1977 Contributions support the Allied Arts Foundation.

'26 benefactors I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004Annual Report name I year of initial UIFI

C Pearl H. Crickard I 1973 Contributions made during her lifetime and through a charitable bequest in her will sup port the Fund for Oklahoma City. T ray Cox Crowe & Dunlevy I 1 1981I Contributions support donor- advised distri butions. A fund was established in honor of the firm's 90th anniversary in 1992. T. Ray Cox I 1994 Contributions support the United Methodist douglas R. & peggyJ. cummings I I 9 7 i Boys Ranch, Contact crisis Helpline, Con tributions support the Oklahoma Skyline Urban Ministry and other agency City Philharmonic and donor- advised endowment funds. distributions.

Bess M. crane I 1979 garvene Couch hales Cutchall l 1998 CelebratingL I I l, Contributions made during her lifetime and Contributions support the American Red through a charitable bequest in her will sup Cross- Oklahoma County Chapter and Red port the Fund for Oklahoma City. Lands Council of Girl Scouts.

- 1975- d Jack D. & Anita dahlgren I 1975 Dolese foundation I 1988 Contributions support World Neighbors Gifts support the National Cowboy & and the Oklahoma City Museum of Art. Western Heritage Museum and Campbell by l 1975it becameapparent that Park maintenance. the concept of a community founda everett & jean dale 1 2003 tion had taken /,,./,/ IJ1 years, I Contributions support donor- advised Sue dowling 1996 distributions. Contributions support several Oklahoma the oklahoma I citycommunityI

City charities. I foundation nowadministered more, than 100 permanent endowment luther t Dulaney I 1971 One of nine original Trustees of the funds with assets totaling more than Judge Ok)aho,na City Community Foundation. $5 million today the oklahoma Fred daugherty Mr. Dulaney's contributions support the city communityfoundation , Hospitals and Health Care Fund, a field comprisedofmore than 900 f , funds of interest fund that provide grants for indigent health care. withassetsat 4 38 million ,

Judge Fred daugherty 1984 Contributions support the 45th lnfantry Division Educational Fund.

Philip E daugherty 2002 Tom dulaney Gifts from his estate support agency endow ment funds for Oklahoma County Bar Association, Oklahoma Air Space Museum, Legal Aid of Oklahoma, C rimestoppers and City Rescue Mission. Tom Dulaney 1987 Con tributions support a number of Robert & Caroline Dennis I 1999 agency endowment funds. Established in Mr. Dennis' honor by board members and supporters of FIRSTEP. con Jack &June Durland I 1977 tributions support the organization. Contributions support the Fund for Oklahoma City and YMCA.

fl 2 0 O 4 fiscal year don al ion 2004 annualReport I OKLAHOMA CITY COMMUNITY FOUNDATION I benefactors 27 BENEFACTOR HIGHLIGHT Gamba Family Fund for Leadership Development I 1 9 9 6

A native of Kansas, Jeanette Gamba moved to Oklahoma City to work for

KWTV- Channel 9 as promotions director. She then joined Jordan Associates, an Oklahoma City- based advertising agency, and now serves as the firm's president. Ms. Gamba is a past Trustee of the O klahoma City community Foundation and the organization's first female P resident. Contributions support donor-advised distributions.

name year of J N JT l Al gift

d jack R. durland, jr 1986 Contributions support the Kirkpatrick Center.

e james L. "Mike" & Pauline Early 1979 grace F. eldridge memeorial I 1 1982 Contributions support Oklahoma Goodwill Grace Eldridge's daughter, Roberta Eldridge and Salvation Army. Miller, established this memorial to support medical research in arthritis and the Dean A. T. winston Eason memorial I 1 9 80 McGee Eye Institute. Contributions made in memory of Mr. Eason support Speck Homes and the Fund R.L. eldridge memorial 1976 for Oklahoma City. R.L. Eldridge's daughter, Roberta eldridge Miller, est.ab! ished this memoria I to support Thomas Thadeus & anna lL. eason I 1 1981 1 medical research and the National Cowboy & Family members made contributions in Western Heritage Museum. memory of Mr. and Mrs. Eason to support Speck Homes and the Fund for Oklahoma nancy P payneellis I 1992 City. Contributions support the Payne Education Center and other agency endowment funds. The Eberly Foundallon I I 1999 Mrs. Ellis is a past Trustee of the Oklahoma Contributions by this southwest Pennsylvania City Community Fou.ndation. foundation support the Eberly Endowment for YMCA Camp C lassen. .Jon Ronald Elm Memorial I 1991 Memorial contributions made by friends and family of Mr. Elm support the Heritage Hall School.

James A. embry, jr. I 1996 B.D. Eddie Contributions support the Fund for Oklahoma City, Rainbow fleet, Salvation Army, YMCA and other agency endowment funds.

robert y & kathryn E. Empie 1991 B.D. Fddie 1970 Contributions support the Donna Nigh An original Trustee of the Oklahoma City Foundation, Oklahoma City Beautiful a nd Community Foundation, Mr. Eddie's contri donor-advised distributions. butions supported the Oklahoma Zoological Society and the Fund for Oklahoma C ity.

28 Benefactor, I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004-Annual Report nameI year or initial gift e A.O. & Helen V. erdberg 198 7 Mr. & Mrs. JeanI. Evere

his daughter, Virginia Stuart Foster. support charitable project abd receive l/11· jamesD.R. margaret t .. fellers I 1986 donor- advised distributions. tax benefits without spending the Contributions support donor- advised distri butions, Lyric Theatre, Oklahoma Christian John erich & susan R. frank I 1993$ money until necessary temporary

University and other agency endowments. Contributions support donor- advised dis funds are 11 great example of the tributions and several agency endowment flexibility the oklahoma city marguerite S. fitzwilliam fund I I 'I 19941 fonds. community foundation offers to A bequest from Marguerite Fitzwilliam's estate benefits the Oklahoma Historical mexL. frates 1994 donors they receive no earnings Society. Contributions support tJ1e Leukemia and and are not charged an adminis Lymphoma Society in gratitude for the I rnt11. trativefee throughout our history Richard & adeline fleischaker 19 7 1 r ecovery of one of her sons. Contributions support the Fund for donors have utilized temporary Oklahoma City, Jewish Federation of Greater Genevieve & bentley frayser I 199•1 3 funds for a wide variety of chari- Oklahoma City. Daily Living Center and Contributions support donor-advised dis table purposes but with one goal: other agency endowment funds. tributions and was started by the couple's to improve the quality of life in our daughter, Jane Frayser Edmonds. J. l landis fleming memorial / 1997 community Contributions support the Oklahoma jack &. mary Ann french I 2002 $1 City Philharmonic. Contributions support the Meadows Center for Opportunity.

2004O O fiscal year donation 2004, Annua/ Report oklahoma CITY COMMUNITY FOUNDATION I benefactors 29 BENEFACTOR HIGHLIGHT Jack & Pauline Harper Family Fund I 2004o o

Throughout their lives, Jack and Pauline Harper recognized the value of a strong community and gave of their time, serving in a variety of leadership roles at both their church and in civic groups. In recognition of the Harpers' com mitment to the community and encouragement for the educational e n deavors of young people, their family established an advised fund in their memory.

name I year of initialgift

F Maida Parr Frensley 2003 Friends of st. Elizabeth Contributions support the Oklahoma City Ann Seton School I 1998 Zoo and Omniplex. Contributions from three couples helped establish the endowment fund for St. Elizabeth Ann Seton Catholic School.

Rex &Janet F1·yar It 1992 . annette Karchmer Contributions support Skyline Urban , Friedlander Ministry. ; , '-,. Bernard & daisy Radley Fudge Ir. I I 9 9 9

-- Contributions support World Neighbors, The Education and Employment Ministry, Annette Karchmer Salvation Army, Oklahoma City Museum friedlandermemorial I I I 9 19988 of A rt and other agency endowment funds. Established by Al Karchmer in memory of his sister. contributions support donor advised distributions.

Friends of music united 199191 Established by Friends of Music United fol lowing the 1988 demise of the Oklahoma Symphony Orchestra with the i ntent to create a new orchestra. Contributions now support the Oklahoma City Philha,·monic.

g .J.C. gardner/gardner Investments I t 997 robert j gilmore I 1998 Contributions support Hillel Foundation/ Contributions support Skyline Urban University of Oklahoma and the Oklahoma Mi nistry. City Jewish Federation. Roger Givens TrustI I 1980 D1·. & mrs Gilbert C. gibson 1999 Established through a charitable remainder Contributions support a scholarship at the t1·ust, contribu tions support the Fund for Oklahoma Sum mer Arts Institute and the Oklahoma City. Southwest Geological Society. Dr. Gibson is president of the Lawton Community Bill &Josephine goff memorial 1994 Foundation, an Affiliated Fund of the Contributions support Arcadia H istorical Oklahoma City Community Foundation. Preservation Society's Round Barn, City Rescue Mission, Oklahoma City University Pat & Nancy Gillespie 1986 and Harn Gardens and were given by the Contributions support the Salvation Army Goffs' daughter, Susan Magill. and donor-advised distribu tions.

30 benefactors I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004 Report name year of initial gift r

G roger & virginia gohrband gosset/boyer I 1979 Contributions support the D. A llan and Contributions support the Last Frontier Dorothy B. Harmon Medical Fund benefiting Council of the Boy Scouts of America. the Oklahoma Medical Research Foundation. Bill & Susan grana I 1998 Alfred & Monte goldman I 1983 Contributions support donor- advised gifts. Alfred and Monte Goldman, sons of Sylvan Goldman, made contributions through sev Earl Q. &. lucile R. gray I l 1978fl eral of their businesses to support the Fund Established in Mr. and Mrs. G ray's honor by for Oklahoma City. their daughter Nancy Cheek. Contributions support research in Parkinson's Disease and arthritis, Big Brothers/ Big Sisters of Greater Oklahoma City and several other agency endowment funds.

greenbergfamily I l 'J 1996 C celebratingL. R \ I I Contributions support the Arts Council of Oklahoma City.

Diane gumerson memorial I 1996 sylvan n Goldman 1973 Established by family and friends in - -1978- Contributions support the Fund for memory of Mrs. Cumerson, earnings Oklahoma City, Hille l Foundation/ support Overholser Mansion where she University of Oklahoma and the Daily Living was a volu nteer. the first grants from the florida

Center. Mr. Goldman served as one of the knight trust were awarded in nine original Trustees of the Oklahoma City dow Gumerson memorial I I l 9 7 8 1978. mrs knigh an oklahoma Community Foundation. Established by the Oklahoma Chapter of the American Tnstitute of Architects in city business owner during the 1920s

goldman-kirkpatrick Fund 1976 memory of Mr. Gumerson, who worked to had ,1 special interestin children preserve the historic Overholser Mansion. Gifts from Job n £. Kirkpatrick and Sylvan especially those in need and sup N. Goldman support a special holiday event Contributions support Ove1·holser Mansion, ported organizations that provided at the Oklahoma Zoological Society. now operated by the Oklahoma Historical Society. services to needy children during

gary Good 1996a her lifetime In herwill she left a Contributions support a number of agency jim gunter memorial 2002 building sheownedin a trust with endowment funds. Contributions from friends and family support dono1·-advised distributions, the provisions that income from the saleof the propertybe used to benefit disabled children. In 1975 H james I & carol m Hall family 1992 d allan .. n & dorothy harmon 2001 Contributions support advised distributions. Mr. Harmon and his daughter and son-in her family transferred the trust tp law. Virginia and Roger Gohrband, estab the oklahoma city community patty mullins Hall memorial 11981 lished th is fund in memory of Dorothy, foundation Established by Brooks Hall as a memorial his wife of 53 years, to benefit Oklahoma to his wife Patty. Earnings support World Medical Research Foundation. Neighbors and research in diabetes and heart disease. richard D. harrison I 1979 Contributions support the Fund for hankins foundation 1998 Oklahoma City. Mr. harrison is a past Contributions support the Donna Nigh Trustee of the Oklahoma City Community Foundation. Foundation.

jane & James G. Harlow, J, 1970 edward harvey 1996 Contributions support donor-advised Contributions support advised fund distri d istributions. butions and the Library Endowment Trust.

2004 fiscal year donation 2004-Annual Report I OKLAHOMA CITY COMMUNITY FOUNDATION I benefactors31 benefactor HIGHLIGHT lmke Family ! 1994 - .- Gene and Suzy lmke share a common birthplace (St. Anthony hospital a high school (Northwest Classen in Oklahoma City), an d a college (University ' of Oklahoma). The couple. who own and operate lmke Associates, an employee . benefits and insurance agency based in Oklahoma City, also share the common interest of helping their community. Contributions support donor- advised distributions.

name year of initial gift

H Dr & mrs ( charleshaunschild 1994 I herschel& I francesHobbs 1986 Contributions support the Oklahoma Youth Friends of Dr. and Mrs. Hobbs established the With Promise Scholarship Fund wh.ich Mrs. H obbs Lectureship fund lo bring scholars and Haunschild helped to establish. lecLUre.rs to the campus at Oklahoma Baptist University where he served as president. daniel e & d Jean I hayes 1982 Contributions helped to start the Visiting Nurses Association endowment fund and lat er supported other agency endowment funds. carolyn Young hodnett

judge robert l hefner carolyn young hodnett 1996 Contributions from the R.A. Young Foundation support a scholarship fund at Casady School in memory of Ray and . judge robert Hefner Family 1979 Verna Young's daughter, Carolyn Contributions support Oklahoma Heritage Association. sarah & dan hogan Ill 1979 Contributions support Oklahoma City l heritage T, trustcompany 2 o O 2003 University, Casady School. the Fund for contributions support Shartel Boulevard Oklahoma City and other agency endow Development Authority. ment funds. Mr. Hogan is a past Trustee and board President oft he Oklahoma City angiehester I 1995 Community Foundation. Contributions support Oklahoma City Museum ofAr t. Blanche & mildredholland 1993 Established by their niece, christine Holland mr. & \! r, !-) a I hewett J I 19797 'J Anthony. in memory of their suppot·t of her Contributions support Oklahoma Goodwill and other relatives in the pursuit of higher I ndustries. education. Contributions support scholar ships a t Casady School. H historicalI preservation10n. inc I•.) 9 3 Contributions suppo1·t the Ove,·holser holocaust resource center 2003 Mansion. Distributions su pport the Holocaust Resource Center al the Ronaldj. Norick H ( H hitchch. jr I 1988 Downtown Library. Contributions support the National Cowboy & Western H eritage Museum.

32 benefactors1 I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004 annual report NAME I year OF initial gift l

H D1·. & Mrs.J. Willia m H ood 1 996 H uston & Lexy huffman, jr. I 2003 Contributions support the Geneva Hood Established by Huston and Lexy Huffman Award Fund at Casady School which ] award to support several educational institutions ed to a Casady faculty member each year in and a nursing scholarship fund, honor memory of Dr. Hood's mother. ing his mother, and benefiting St. Anthony Hospital. Mr. & M rs. robert M. Hoover,J1·. 197979 Contributions support 13 agency endowment Walter Hu hunzickerI I 9 7 9 & funds. Contributions support Sugar Creek Camp, Omniplex. the Fund for Oklahoma City and Omer Gene Hosier I 2004 other agency endowment funds. Established through a bequest in her estate, contributions support Emanuel Synagogue. james hurley I 1999 Contributions from both Mr. Hurley and Hospice of Central Oklahoma I 2003 many of his former students support the

Created when the Hospice of Central Hurley Lectureship in the pre-med program celebrating Oklahoma ceased operations and transferred at Oklahoma Baptist University. all remaining assets to the Oklahoma City Community Foundation, the fund sup khader & cecelia H ussein I l 1998 ports hospice-related activities in central Contributions support Hospice Foundation Oklahoma. of Oklahoma. - 1979-

gary & Betty Huckabay I l 1994& Robert D. H utchinson I 1985 Contributions suppor t Harn Homestead, Pi A bequest made by Mr. Hutchinson understanding the importance of a Beta Phi Scholarship and a Canadian County supports the Fund for Oklahoma City. permanent endowment fund to an Scholarship through the Oklahoma Heritage Association. nonprofit organization an anonymous donor offered what was the David & Lucinda huffman I 2004 first of mu19 "match challenge " Contributions support donor- advised opportunities to nonprofit orga- distributions. nizations in oklahoma city this donor ofoffered to match any funds raised by nonprofits fur their en J Mrs. C u vjames 1979 William 0. &Ann .Johmtone 1998 Contributions support Oklahoma Baptist Contributions support donor-advised distri dowment fund., al the oklahoma University. butions. Mr. Johnstone is a past Trustee and city community foundation Tim President of the Oklahoma City Com mun ity first match offer raised $740. 000 [velyn seagrave janeway I 19 9 9 Foundation. Contributions support the St. Gregory's which was then matched by the Scholarship Fund for Women. Fred & Mary Eddy.Jones foundation 1976 anonymous donor, unveiled later Contributions support Omniplex, Oklahoma to be john and Eleanor kirkpatrick linda jennings I 1985 City University and the Fred Jones, Jr. Contributions support Heritage Hall and Museum of Art at the University were m ade by parents of students in honor of Oklahoma. of this social studies teacher. fred Jones ] ndusl industriesI 19 1994 Bruce f !. & Frances R. johnson I 1973 Contributions made by the corporation sup Contributions support World Neighbors port the Erna Garcia Memorial Scholarship, and don.or-advised distributions. Francis Tuttle Vo-Tech, the Tree Bank and other agency endowment funds. Jana Lee j ohn,1on I ! '196 & Contributions support Skyline Urban Minist1·y.

2004 fiscal year donation 2004 annualReport I oklahoma CITY COMMUN1TY FOUNDATION I benefactors 33 benefactor HIGHLIGHT Dr. Bertha Levy 19919 1

In 1941, Dr. Bertha Levy opened her pediatric practice in Oklahoma City and began volunteering her services at Variety Health Centfr,, a nonprofit organization that provides maternal and child health care to low- income women and children. While she has retired from her practice Dr. Levy continues ._her. support o f Variety Health Center. The organization established a fund at the Oklahoma City Community Foundation in ,honor of Dr. Levy and to ensu re her support of Variety Health Center will continue.

NAME I YEAR or 11':ITI \[. GlfT

J harold I josey 1 197 Contributions suppon the Fund for Oklahoma City and Sunbeam Family Services. emma jordan

The Juull1an family I J 1972 Contributions support the Boy Scouts. Oklahoma City Philharmonic and other agency endowment funds. E .C . joullian, Emmajordan Memorial I 1979 Ill , is a past Trustee and President of the Established by the Altrusa Club in memory Oklahoma City Community Foundation. of one of its members. contributions support St. Gregory's Scholarship Fund.

k betty E. & George B. Kaiser Foundation I 1998 Contributions suppor t the Oklahoma School of Science and Mathematics.

Donald S. kennedyI Walter Kann Foundalion 1 2001 Contributions support McCall's Communities for Life Enrichment in Ada. Okla. Donald S. Kennedy 1992 Aaron & gertrude karchmerme,· I I 9 9 8 Mr. Kennedy's contribution to the Fund for Contributions support the Oklahoma City Oklahoma City in r97O was among the first University Law School Dean's Fund and lo help start t h is fund. the Oklahoma City Jewish Commu nity Foundation. Kerr foundation 1985 In r985, the Kerr Foundation donated frederick H. & Lois Kate 1998 9 a building at 115 Park Avenue in down Contributions support Presbyterian town Oklahoma City to the Oklahoma City Urban Mission. Community Foundation . where its offices were located from 1987 until 1995. Christian K. Keesee I I 197474 Contributions support Her itage Hal l. the Robert S. & Grayce B. Fund for Oklahoma City, City Arts Center kerr foundation l 1976 and donor- advised distributions. Mr. Contributions support the Harn Homestead. Keesee is a T rustee of the Oklahoma city Community Foundation and President of the Kirkpatrick Family Affiliated Fund (see page I 03).

34 benefactors I OKLAHOMA CITY COMMUNITY FOUNDATI ON I 2004-Annual Report nameI\ I yearof initial gift k david kenworthy kerr memorialI 1980 mr & mrs John bole kirkpatrick I 1976 This memorial was established by the William The Kirkpatricks' contributions support the kerr family in memory of their son and John E. Kirkpatrick Horticulture Center at supports the National Cowboy & Western Oklahoma State University-Oklahoma City Heritage Museum, donor-advised distribu and the Fund for Oklahoma City. tions and other agency endowment funds. john e & eleanor 8. kirkpatrick I 1969 kerr-mcgeecorporation1011 1 •17 I Mr. and Mrs. Ki.rkpatrick helped establish The Kerr- McGee Corp. donated a tract of the Oklahoma City Community Foundation land near the Oklahoma City Zoo to the in r969. Mr. Kirkpatrick served as the Oklahoma City Community Foundation. founding President of the board from 1969 The earnings from that gift and other con to 1979 and again served as Trustee from tributionssupport the U.S. Navy E6-A 1985 to 1991 Contributions support more Squadron, Payne Education Center and the than 200 funds. Fund for Oklahoma C ity.

e phil &. roberta I , celebratingL E I?, A T I mr I:: mrs john kilpatrick J,· I 1975 kirschner l ru,1 I 1991 Contributions support the Allied Arts One of five trusts established by the estate Foundation, the Fund for Oklahoma City, of E .P. Kirschner. Contributions support the Oklahoma City Community Foundation's Citizens Caring for Children Scholarship administrative endowment and several Fund and the Children's Support Fund of - 1981 - agency endowment funds. Mr. Kilpatrick the Oklahoma City Disaster Relief Fund. is a former Trustee and President of the Oklahoma City Community Foundation. john S. & donna I kiser I 1998 noted businessman and philanthro- Contributions support donor-advised pist W. T "bill .. paynebelieved william \!. kilpatrick memorial 1974 dist,·ibutions. in supporting his community • mr Contributions made by Mr. Kilpatrick during his lifetime supported the Fund perry& jean klassen 1999 payne illustrated his beliefin the for Oklahoma City. Family members and Contributions support the Mary Mahoney importance pfgiving back through r/ friends later contributed memorial gifts Memorial Health Center. bequest ofone ofhisoil companies to the fund. be usedto continue support june Knott, memorial I 1983 to for kirkpatrick foundation I 1985 Contributions from family and friends his charitable interests the bequest Contributions support a large num- established a m emorial to Mrs. Knotts that more than doubled the assets of ber of agency endowment funds and the support her favorite charities through donor the oklahoma city community Kirkpatrick Family Fund (See page 103). advised distributions. foundation 111 I 1981 harry r & donna 1. kornbaum I 2003 DonnaJ. Kornbaum established the fund in memory of her husband, Harry E. Kombaum, through a planned gift. dr l· .1 . K kirkpatrick Diane neal kremm I 2001 Contributions from K&K Environmental created an endowment fund in Dr. Kremm's honor to support research and travel for both dr. l e.e.kirkpatrick 1989 students and faculty in the Department of Established by John. E. Kirkpatrick in History and Geography at the University of memory of his father, a pioneer dentist in Central Oklahoma. Oklahoma Territory. The fund supports the dental clinic at St. Anthony Hospital. mr & mrs frank j kunc I 1976 Contributions support the Fund for Oklahoma City.

2004 nscalyeardonation 2004 Annual Report I oklahoma CITY COMMUNITY FOUNDATION I benefactors 35 BENEFACTOR HIGHLIGHT Lt. Felix Christopher McKean Memorial I 199 3

Thanks to the love of his sister. 1he memory of Lt. Felix Christopher McKean lives on through an advised fund at the Oklahoma City Community Foundation. Prior to joining the A1·my Air Corps. McKean earned a degree in foreign languages. business and mathematics. In 1944 the 24. -year- old was killed while serving as a navigator- bombardier on a B- 26 in Europe. His sister, Mary Meier, established

this fund in his name 10 help veterans in the Oklahoma City area.

name I year Of initial gift

katherine d Lacy 2001 Contributions from Sam and Jane Lacy Ard in memory of her mother established this donor-advised fund at the Lawton Community Foundation.

grace lamar/epworth united methodist church 1992 Epworth United Methodist Church made contributions in memory of Mrs. LaMar sally Jo langston 1996 to support Skyline Urban Ministry. Contributions support the B.C. Clark Family Fund and many agency endowment funds. Perry A. & mona S. Lambird 1977 Established by memorial gifts after their wann & C lara langston 19 76 tragic death in August 1999, the Lambird The family of Dr. Wann Langston made Family Memorial Fund supports donor contributions in the couple's honor to sup advised fund distributions. port the medical library at I ntegris Baptist Medical Center and scholarships for nursing Levita Adams Land Memorial I 1998 students. Contributions made in memory of Ms. Land by scott and Geneva Smith support the Bill & Pat larsonson I 19933 Central High School Alumni Association Contributions support Free lo Live. the Scholarship Fund. Mental Health Association of Oklahoma County and the Child Abuse Response hobart F. Landreth Memoria l 1973 and Evaluation center Established by friends and colleagues of Dr. Landreth. who was research di,·ector at Colin & brooke Lee I I 1991 the Oklahoma City Zoo. Earnings support The board of the Institute for International research at the zoo. Education (llE) established this fund in memory of the Lees following thei1· death in a plane crash. Contributions support llE.

david w & lynn lee 1992 Contributions support Oklahoma City University Law School. Skyline Urban Ministry and other agency endowment funds.

36 benefactors I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004 Annual Report name I year of initial gift

Kar yl Gean Lee [ 200 1 Kathleen Liste r I 1995 Contributions support donor- advised June a nd J im Young's contributions in distributions. memory of their daughter, Kathleen Ann a ''Kay" Lister, support Canterbury Choral Rob e rt E. &Jane Lee 1977 Society and Oklahoma Medical Research Contributions support Mercy Health Center. Foundation.

Mr. & Mrs. R.W. Lee [ 1992 $ Luci lie£. Little I J 9 7 5 The children and family of Mr. and Mrs. Contributions support t h e Hobbs R.W. Lee established a memorial fund in Lectureship at Oklahoma Baptist University. honor of the couple. Contributions support donor-advised d istributions. .Jack & G ladys London 1987 contributions support t h e kerr-mcgee Stanley &Jerr y Lee 1 1980\ 0 Swim C lub. Contributions support YMCA, Omniplex and the Fund for Oklah oma City. Ray mon d Long words of C F L celebratingR T I C Jesus Fou ndat ion 1993 Raymond Long, a retired postal employee, wrote All the Words ofjesus. a thesaurus of all the words spoken by Jesus in the King James Edwar d P. & Nor ma version of the New Testament, and asked - -1981- Leslie that the proceeds from the book be used to establish a fund to benefit the homeless and the needy. considering that willie elizabeth shipley had earned her owneduca .fudge Dick Lyn n Memorial I 2 O O O tion thanks to a scholarship ,t is not Edward P. & Norma Lesl ie I 1993 Establ ished by his wife, Ernestine, surprising that she would establish a Contributions support donor-advised dis contributions support tbe Last Frontier tributions and seve,·al ageocy endowme.nt Council of t he Boy scouts in memo1·y of scholarship fund through a bequest funds. Judge Lynn. lo assistoklahoma students who want to pursue education after oklahoma Lions Club donors I 19929 The Oklahoma Lions Service Foundation high school A.fb· she graduated Fund is supported by the folJowing Lions .from college miss shipley worked Clubs in O kla homa, Expressway, Tulsa for nearly 50 years as a clerk of tl,r Metro, Duncan Noon, Sapulpa, Cushing, oklahomaSenate. Northwest tulsa Medford, Lawton Sundowners. Bartlesville, Balko. Norman, Known for her competence and Seminole. Limestone. Oklahoma City good counsel miss shipley was Downtown, Perry Noon, Canadian Valley, witness to some of the state;smost Kingfisher. Broken Arrow, Atoka, Midwest colorful history today her fund City, Stockyards, Muskogee Noon, Lawton Noon, Brookside, Wewoka, Clinton Even ing, supports scholarshipsfor "needy

Briggs Evening, Keys, Pryor, Newkirk, children in western Oklahoma" Davenport. Tulsa McCullough. Northwest, through a varietyof scholarships Red Fork, Stillwater Noon, North Enid, Garber, Belle Isle and Blackwell.

m James P. & roselle mackellar 1987 Mary macklanburg 1976 Contributions support Kerr-McGee Contributions support the Fund for Swim Club. Oklahoma City.

L.A. & Pan sy E. Mac klanburg I 1970 Michael P. & Peggy Madden I 1994 ~ Contributions support Oklahoma Christian Contributions support Skylin e Urban University and the Fund fo r Oklahoma City. Ministry and The Education and Employment M inistry.

2004 fiscal year donation 2004 Annual Report I OKLAoklahoma OMA CITY COMMUNITY FOUNDATION I benefactors 37 HIGHLIGHT Marvih & Jeanhe O'Neill 2'004

Marvin and Jeanne O 'Neil established an advised fund to encourage their five children to give back to the community. Having survived the dust Bowl and the Depression, the couple were the first in their families to graduate fromcollege Jeanne worked as a.teacher and Marvin was an accountant og&e as a couple they lived life well but modestly and always found time to give back through volunteer work. Contributions will support donor-adviseddistributions.

name I year OF initial GIF I

M A. G "Bud" & Lena mccasland foundationnda11on 1 19911 bruckner magerus 200 G ifts from the foundation support the Harn Contributions to a donor- advised fund in Homestead, the Oklahoma City Museum of their memory have been made by their chil Art and On the Chisholm Trail Museum in dren: Dr.John E. Magerus. Donald and Duncan. Mary Wedman and Phil and J oan wirt Mr & Mrs aubreymcclendon I 2000 marie george travis Contributions support donor- advised steve & kym mason I 1999 distributions. Contributions support donor-advised distri butions and several agency endowment funds. gene e mccollum Jr. memorial I 1980 Mr. Mason is a Trustee of the Oklahoma City Mr. and Mrs. Gene McCollum established Community Foundation. this memorial for their son who died from burns received in an automobile accident in

mr & Mrs. LH. masonhall J 1986 1972. Earnings support the Burn Center at Contributions support the Oklahoma Air Integris Baptist Medical center and Space Museum. \~ g mccool memorial 1981 judge eugene 11. mathews I I 1999 A charitable bequest from Mr. McCool's Contributions made by family and friends in estate established an agency endowment recog nition of.Judge Mathews' long service fund for Speck Homes. support Legal Aid Services of Oklahoma. 1 thomas0. mcullough I 1994 matthew 18 Fund I 2002 Contributions from family members Contributions support donor-advised in memory of Mr. McCullough support distributions. F[RSTEP and other agency endowment funds. kent a mauk I 1998 Contributions support donor-advised dis mr &. mrs dean a mcgee I 73 tributions and several agency endowment Contributions support the Fund for funds. Oklahoma City and OkJahoma C ity University. Mr. McGee was one of the darwin & eleanor J maurer I 1973 nine original Trustees of the Oklahoma Contributions support the Fund for C ity Community Foundation. Oklahoma City. Eleanor Maurer was trea surer of the Oklahoma City Community mcgeefoundation 2001 I Foundation for more than 25 years. Contributions support the scholar ship endowment at the Oklahoma City Roger & mary mcallister 1 1997 Commu nity Foundation and provide Contributions through a p lanned gift will scholarship support for low-income support donor- advised distributions and students. several agency endowment funds.

38 benefactorsI OKLAHOMA C I TY COMMUNITY FOUNDATION I 2004 Annual Report name I year or initial Gil! m Thomas marshallRogers meredith memorial I 1995 Mary Ellen and Howard Meredith made con tributions in memory of their son to support Jane mcmillin agency endowment funds and donor- advised distributions.

merrick foundation 1996 Contributions support the Fleming Jane mcmillin memorial I 1997 Scholarship Program at the Oklahoma Contributions made in memory of this long Medical Research Foundation. time teacher at Ca-sady School created a fund to support teachers in the Primary Division harry & Hedra merson 1 1998 at the school. Contributions su pport the Oklahoma City Jewish Community Foundation, Hillel w williamF. & sally mcnutt I 1976 Foundation/ University of Oklahoma and C E L E 8 celebratingA T I G Contributions support several agency donor- advised funds. endowment funds. the Midland Group I 1982 James C.. &. virginia W. Meade I 1993 Contributions support several agency endow Contributions support the Oklahoma City ment funds and the New Opportunities - 1984 - Museum Art and Christ the King School. Scholarsh ip Program.

marilyn m & k.t. "bud" meade . .Jr. 2000 $ within a four-year fiscal period, Contributions support the Eberly 1980-84. the assets n{ the Endowment for YMCA Camp Classen. oklahoma city community Bet ty Pearl means 1999 skogsberg Mi lam foundation increasedfrom $ 7 Established by a gift of real estate, million to nearly $ 20 million contribu tions support donor- advised This was during oklahoma city 'i distributions . modern oil boom, a period with medical center volunteers 2002 incredible economic activity based betty skogsberg milam 1994 The group was originally known as Contributions made in her memory on high 01/ and gas prices and Presbyterian Hospital Volunteer Auxiliary. support Bishop John Carroll School tremendous increase 111 drilling Contributions started the endowment fund and Bishop McGuinness High School. for Camp Cavett, a ca mp designed for chil activity throughout the state dren who a ,·e medically fragile. Dr. oscar H. Miller memorial I t 1982 The memorial wa s established by O scar Mary Meier 2004 Miller's wife, Roberta Eldridge Miller, Established by a bequest in her will, and supports research in heart disease. contributions will support donor-advised distributions. Roberta M. Eldridge miller I 1982 Contributions support Neighbor for elizabeth melton11 I 1996 Neighbor, Salvation Army, Oklahoma Contributions support. the Oklahoma Goodwill .Industries and other agency Historical Society. endowment funds.

Howard& merle francis melton 1994 lloyd minter 1979 Contributions support the Melton Art Contributions support the School of Reference Library. Business at Oklahoma Baptist Univer·sily.

1howard Meredith memorial I 2003 donalene moody 1983 Contributions by family and friends in mem Contributions support YMCA and or·y of Dr. Meredith support donor-advised Omniplex. distributions.

2004 fiscal year donation 2004 annual Report OKLAHOMA CITY COMMUNITY FOUNDATION I benefactors 39 - ,-... - '

BENEFACTOR HIGHLIGHT Dr. John Records 19888 8

- -- Dr. John Records, a native of Missouri, moved to Oklahoma City in 1939 to ~ ~ .•, practice medicine. This fund was establ ished by fellow physicians to honor Dr. Records' 47-year ob- gyn practice and his long service to Planned Parenthood of Central Oklahoma. Additional contributions were made by family and friends ,., followingDr. Records' death in 2000 •

name I year of initial GIFT

m James Morris Family fund I 19959 5 jerry& vettye morton 1 1976 Th.e fund supports donor- advised Contributions support the Allied Arts distributions. Foundation.

William B. & Virginia morris I 1975 Helen Eason Murphy Memorial I976 Contributions support the Fund for Contributions from her family support the Oklahoma City. Fund for Oklahoma City and Speck Homes.

Leo & Kay morrison I 2 O o 4 $ Shannon & wanda Murchison I 2002 Contributions through a planned gift will Contributions support C linton High School support Catholic education in the future. '52 Graduate Endowment Fund. Additional gifts support the Boy Scouts of America and agency endowments. Michael A. & brooke S. Murphy 2002 Contributions support donor-advised sister antoinette morry Memorial I 1987 distributions. The Carmelite Sisters of St. Therese made contributions in honor of Sister Morry to Marilyn B. myers 1992 support general educational needs for stu Contributions support donor-advised dis dents at Villa Teresa School. tributions, City Arts Center and Harn Homestead. Ms. Myers is an officer of the Norman A. & Emilie Morse I 1972 Oklahoma City Community Foundation and Contributions support YMCA and the Fund director of the Kirkpatrick Family Affiliated for Oklahoma City. Fund.

n gary L. nelson/advanced Financial Solution& I 2002 Gary Nelson, founder of Advanced Financial Solutions, contributed a record imaging system Lo the Oklahoma City Community ronald k norick Foundation to streamline the document storage and retrieval process and to assist in automating its administrative functions.

Nichols H ill~ development Norick. lnvestment Company I 2004 Plaza North Limited I 1997 Contributions support donor-advised distri Contributions support Oklahoma Youth butions. ronald j Norick is a Trustee of the With Promise scholarships which was founded Oklahoma City Community Foundation. through gifts from the Richard Coyle family. Virginia Sewell Norville I I999 Sam Noble 1988 Mrs. Norville left a bequest in her estate Contributions support the National Cowboy to support the Pi Beta Phi A lumnae & Western Heritage Museum and the Donna Scholarship Fund. Nigh Foundation.

40 benefactors I OKLAHOMA CITY COMMUNITY FOUNDAT ION I 2004 Annual Report name I YEAR or initial GIFT

N althea notson 1999 A contribution from a bequest supports donor- advised distributions suggested by a group o f her friends.

O mary E. & Paul B. Odom.Jr. I 1996 Edgar R. oppenheim Family I 1994 Contributions support donor- advised The Oppenheim Family made its first distributions. con tribution in 1994 in memory of Ed Oppenheim's 70 years of service to Oklahoma City Economic Oklahoma City a nd to perpetuate his development Foundation I 19900 charitable interest in the community. Contributions from the Kimberly- Clark Contributions support donor-advised Corp. through the Economic Development distributions. Foundation support the Oklahoma Sc.hool of Science and Mathematics. Robert & Harriette CELEBRAT I NG Orbach endowment I 1982 Oklahoma City Future Fund 199191 Tbis endowment benefits the Oklahoma C ity Started by a group of young donors who Museum of Art. The Orbachs funded the pledged to give $1,000 each, the Fu ture endowment through a cookbook containi ng Fund supports grants to youth- serving recipes written by Mrs. Orbach and typeset, -1985- organizations in Oklahoma C ity. letter by letter, by Mr. Orbach. A copy of this unique cookbook is kept in the Rare Books Oklahoma Gas & Room at the New York Public Library. nancy B. anthony became the Elect electricfoundation I 1987 oklahoma city community Contrib u tions from both OG&E and its John E. orr I 1997 foundation 's fourth executive di- charitable foundation support the U.S. Contributions support Capitol Hill High Navy E6- A Squadron, Executive Women School Scholarship Fund and other agency rector in 1985_ when she joined International, H arn Homestead, F!RSTEP endowment funds. the organization she was the onlu and other agency endowment funds. full time employee today she 19 oklahoma natural gas I 1992 leads a staff af and oversees Contr ibutions support the Oklahoma nearly $440 million in assets City Museum of Art. the O klahoma State University-Oklahoma City campus and other agency endowment funds. p Dorothy A. paul I 19 77 Peter G. & Virginia M. Pierce I 19 1993 Contributions support the Fund for Contributions suppor t the Oklahoma City Oklahoma City. Community foundation's Administrative Fund and Bishop McGuinness High School. Stephen B. payne I 197 6 Established as a memorial to Steve Payne, the Al aliceSias pippin I 1983 fund provides scholarships for sending boys Comributions support the Oklahoma City to Fellowship of Christian Athletes camp. Philharmonic.

Olga Pellow I I 1988 Ray& Pat Potts I 1976 Contributions support the National Cowboy Contributions, including the gift of several & Western Heritage Museum and other agen mineral interests, suppo1·t the Oklahoma cy endowment funds. C ity Public Schools Foundation, the Downtown Branch of the YMCA, Junior Carla & Nelson pickrell! 1986 Ac.hievement and olher agency endow Contributions support donor- advised distri ment funds. Pat Potts se1·ved as executive butions and other agency endowment funds. director of tbe Oklahoma City Community Mrs. Pickrell is the director of adminis Foundation from 1980- 81. tration of the Oklahoma City Community Foundation.

2004 fiscal year donation 2004 Annual report I oklahoma CJTY COMMUNITY FOUNDATION I benefactors 41 BENEFACTOR HIGHLIGHT Ken & Gae Rees Family I 2 O O 3

for Ken and Gae Rees, the idea to establish an advised fund came from their daughter's suggestion that, in lieu of Christmas gifts, the family instead should make joint charitable gifts. They see their fund as a way to expand their annual giving and bring the family together to make decisions regarding charitable support. The fund supports donor- advised distributions.

name yearOF initial gift

p Mark wayne R. brenda Gayle powell I 19999 Alice Pratt I I 9 8 7 Contribu tions support Presbyterian Urban Ms. Pratt, a longtime director of the sout h Mission andj unio,· Hospitality Club. ern region of the Institute of International Education (IIE), left a bequest in her will to support an !IE internship established by the organization in her honor.

q Quail creek Bank I 1990 frederick & jayne quellmalz J 1982 Contributions support the Fund for Contributions support the International Oklahoma City in honor and memory of the Photography Hall of Fame, an organization founders and for the continued support their that Mr. Quellmalz helped fou nd. family members give to the bank and the community.

r H.E. &Jeannine Rainbolt 1995 Robert & judith Raulston I 1993 jij Contributions support t he Oklahoma City Contributions support donor-advised dis Museum of Art, the Oklahoma Zoological tributions, theJesus House, Skyline Urban Society. Myriad Gardens and Lyric Theatre. Ministry and several other agency endow ment funds. James L. Rainey I 19 81 Contributions suppor t the Deer Creek Publ ic edison A. Reber 19 19856 Schools. Contributions support the 45th Infantry D ivision Association Educational Fund. Don & Willadean Ramsey J 979 $ Contributions support donor- advised distri George ) . & nancy records I t 1990 butions, Dale Rogers Training Center and Contributions were given by employees of the many scholarships and agriculture vocational Mid land C roup in honor of George Records' training program s . 30 years of service and suppor t donor- advised d istrib utions. Mr. Records is a past Trustee robert Glenn Rapp Foundation I I 19941 and President of the Board of the Oklahoma Contributions support Omniplex. City Community Foundation.

francis & Mary rardin Founda11on I 1998 Bequests from th e Rardins' estate support don o r- advised distributions to several chari table organizations specified in their wills.

42 Benefactor, I OKLAHOMA CITY community FOUNDATION I 2004 Annual Report name I YEAR OJ initial gift

R G. Jeffrey records jr Donor- Advised Fund/ Mr. & mrs Bob roberts I 1999 records-johnston family Foundation I 2004 Contributions through a planned gift Contributions support a number of agency will support organizations specified by endowment funds. the Roberts.

Bert R. Recd.Jr. I 1998 Contributions support donor- advised distributions in memory of Mr. Reed's parents. Clarence & Beulah roberts jerry A. Reed I 1 9 9 2 Contributions support tbejesus House and other agency endowment funds.

treva m Reimink I 2003 clarence & Beulah Roberts I 1976 The proceeds from a charitable gift annuity Contributions made by Beulah Roberts celebrating established by Mrs. Rei mink support TEEM in memory of her husband support World and Skyline Urban Ministry. Neighbors and Allied Arts Foundation.

robinet-smith h foundation I 1 1998 $ Contributions support the Jesus House, -1986- Regional Food Bank, Referral Center and World Neighbors. Margaret K. Replogle the taxreform I actof I 1986 passed

Paul Michael Rockne memorial I 1987 by congressraisedmany questions Established by the Carmelite Sisters in about the tax advantages of , chari- memory of Paul Michael Rockne. Contributions support Villa Teresa table contributions and made com- margaret K. Replogle I 1970 School. munity foundation an attractive1

Contributions support World Neighbors, alternative to private foundations Salvation Army and the Fund for Oklahoma john & velma Raring fund I 19 7 1976 withina yearr. 11,, oklahoma City. Contributions support research in arthritis. community foundationexperienced allie P. reynolds 1992 ,1 largest increase in fund / balance,, Contributions support Red Earth. Rosary I home & School associationion I I 1996 contributions from this parent/teacher maxey & norman Rey Ids I I 9 7 1979 organization support Rosary Catholic Contributions support Heritage Hall School. School. the Fund for Oklahoma City and other agen cy endowment funds. david & anna-faye Rose I 1999 Contributions support a number of agency Warren Rice memorial I 2000 endowment funds and donor-advised Contributions in memory of Warren Rice distributions. were made by his family and friends to the Eberly Scholarship Endowment for YMCA )ulianj. rothbaum 1999 Camp Classen where he had been a long Contributions support Oklahoma City time camper. University Law School Dean's Fund and the Donna Nigh Foundation. Mr. & mrs w.t. tichardson I I 19777 7 Contributions support Oklahoma City M marcus C. & elizabeth A. Rowland I t 19988 Museum of Art and agency endowment Contributions support Positive Tomorrows. funds.

Si sisterer Hi hildegarde Roan \j memorialI I 1987 The Carmelite Siste,·s of St. Therese made contributions in honor of Sister Roan to support general educational needs for students at Villa Teresa School.

2004o o fiscal year donation 2004 Annual Report I OKLAHOMA CITY COMMUNITY FOUNDATION I benefactors43 benefactor HIGHLIGHT J.B. Saunders I 19797 9

One of the original Trustees of the Oklahoma City Community Foundation, Mr. saunderswas the founder of Triangle Refineries, at one time the largest independent marketer of petroleum products pr ior to merging with the Kerr McGee Corporation. Contributions support Oklahoma Christian University, Oklahoma City University and other agency endowment funds.

name I YEAR OF initial GIFT

R mr. & Mrs. Joseph F. Rumsey I 1988 Dr. Bob Rutledge I 2 O O I $ Contributions support donor-advised Contributions support Oklahoma distributions and other agency endowment City University and donor- advised funds. distributions.

S St. francis of assisi kermit schafer Catholic Church I I 9 9 6 braden Park, L.L.C. I 1999 Q Contributions support Rosary Catholic Contributions derived from the sale of lots School, which is affiliated with t he church. in a residential development suppo rt the schools in the surrounding area through St. John Missionary Baptist Church/ the Deer Creek Affiliated Fund. Waltine Lynette.Jackson I 1996 2 Contributions from the church and oth ers support a scholarship fund at St. John Christian Heritage Academy in memory of the daughter of a former pastor. Curt schwartz Al & Susan Sa lomone I 2003 2 Contributions support donor-advised cl istributions.

Sarkeys Foundation I 1974 Cun Schwartz Ly,·,c scholarship I 1986 Contributions support Harn Homestead Established by Lyric Theatre as a memorial and the Fund for Oklahoma City. to Mr. Schwartz. The fund provides schola,· ships for apprentice talent at Lyric Theatre . .J.B. Saunders. Ill I l979 Contributions support Oklahoma C hristian charles & Alleyne Schwein le 1975 University. Omniplex a nd Payne Education Contributions support the Fund for Center. Oklahoma City.

Rober! C . Saunders I I 9 9 1994 willard & Lucille Scott I 1976 Established as a memorial by fam ily. friends Contributions support Allied Arts and business associates and supports donor Foundation. advised distributions. A Tom F. & gladysseale I 198 6 Leonard H. Savage I I 9 7 3 Contributions support donor- advised Contributions support the Fund for distributions. Oklahoma City. seminoff Bowman & associates I 1976 Bill & kim schlittlerler I 1998 2 Contributions support the Kirkpatrick Contributions support a number of agency Center. endowment funds.

44 benefactors I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004 annual Report name I YEAR Of initial gift

S George &Sharon Seminoffl 1974 tracy & Suzanne silvester I 2002 Contr ibutions suppo1·t Westminster School Established to support the Melton Art and the Tree Bank. Collection at the University of Central Oklahoma. The a rt collection was donated Ben Shanker & Bernard Shanker I 1974 by Suzanne's parents Merle and Howard Contributions support Crimestoppers Melton. Foundation for Improved Police Protection, Youth Services for Oklahoma County, the Ann Gordon Singer I 1998 Oklahoma City Public School Foundation Contributions support the Hillel and other agency endowment funds. Foundation/University of Oklahoma .

William f . & Pam shdeed It 1976 morris & libby Singe•· Foundation I 1977 Contr ibutions support the Oklahoma City Joseph Baer Singer established the fund in University Law School, YMCA's Camp memory of his parents. Contributions sup Classen and lntegris.James L. Hall Center port theJewish Federation, lntegris Baptist

for Mind, Body and Spirit. Mr. Shdeed is a Medical Center and other agency endowment celebrating trustee of the Oklahoma City Community funds. Foundation. paul L. & Helen I sisk Phyllis T. shelton I 1 1999 charitable trust I 1998 Contributions suppor t donor-advised distri Contributions support Classen Awards - 1986 - butions in memory of her husband, Robert E. Foundation, Central High School Alumni Shelton, and her son, Joe Trendley Shelton. Association Scholarship Fund and University of Oklahoma Marching Band-Jerry Cooper For more than 25 years the Scholarship. oklahoma ccity communtiy foundation was housed within the R. Emery & maryry Lee Sm smiserl 1978 6l Contributions support donor-advised kirkpatrick Oil company building distributions and Free to Live. at 1300 N broadway drive In I 1986 the organization acquired Smith & Kernke funeral homes and Crematory I 1 1998 S its own facility thanks to the Contributions support agency endowment gift ofu buildin from the kerr carrie shirk memorial I I 19707 ~ funds and a music scholarship in memory of foundation The 115 park avenue Floy Pinkerton. a longtime faithful associate. Established by her children George Shirk building would remain the home and Lucyl Shirk as a memorial, the fund supports donor-advised distributions, Harn Paul & lillyanne smith 1978 to the oklahoma city community Homestead and other agency endowment Contributions support the Kirkpatrick foundation for eight year funds. Center, World Neighbors. Mercy Health Center and other agency endowment funds.

George Ii. shirk I In 1978 Mr. Shirk's will left numerous oil and gas Philip E. & Vivian S. Smith I 1986 $ holdings to the Oklahoma City Community contributions support the Daily Living Foundation to supprt Mercy Health Center. Center and Mayfair Center. Oklahoma HeritageAssocialion and the Fund for Oklahoma City. ruby mae smith I 1997 Contributions support the Robert V. Smith carl & beth shortt I 1994 Memorial Scholarship Fund. Contributions support Omniplex, Oklahoma City Rotary foundation and other agency Earl & corneliaI Sneed I I 1974 endowment funds. Contributions support Cri mestoppers and Allied Arts. Gifts made in memory of Mrs. R.L. & Jeannette F. sias I 1982 Sneed support the Fund for Oklahoma City. Contributions support several agency endowment funds. Mr. Sias is a former Trustee of soroptimist Club Of Oklahoma City I 1974 the Oklahoma City Community Foundation. Contributions support donor-advised distributions.

$ 2004o o fiscal year donation 2004 Annual Report I OKLAHOMA CITY COMMUNITY FOUNDATlON I benefactors 45

name I YEAR or initial gift

S Don r & mary Louise Symcox I 2002 Contributions in memory of Mary Louise's parents, U.S. Senator Josh Lee and Louise Gerlack Lee, support the Oklahoma Heritage Scholarship Fund.

R1cha1d G. Taft, Jr. memorial I 1983983 Established by a cousin to honor Dr. Taft who headed one of the largest detoxification programs in the country at New York C ity's James R. Tolbert. Ill Lincoln Hospital. Earnings support Lhe Fund for Oklahoma City.

William 11 taft memorial I 1976 Contributions made in Mr. Taft's memory by celebrating family members support Westminster School. james R. Tolbert. Ill I 1992 Speck Homes and the Fund for Oklahoma Cont1·ibutions support the Myriad Gardens, C ity. FTRSTEP and other agency endowment fond agenci.es. Mr. Tolbert is a past P resident and Trustee of the Oklahoma City Community Foundation. - 1987 -

19838 3 .I Eugene Torbett I the tax reform act of 1987 en Contributions support Neighbor for janet m. taliaferro couraged many charitable gifts of Neighbor and Sugar Creek Camp. He serves on the Oklahoma City Community stock lo take advantage of changes Foundation's Audit Committee. ,n capital gains tax rates For large transactions and individuals w.g. '·Bill" & marsha a Townsend I 1999 janet m taliaferro 1986 Contributions support the Eberly interestedin charitable giving the Coniributions support Canterbury Choral Endowment for YMCA Camp Classen. benefits of a charitablegift could society Oklahoma City Philharmonic., Planned Parenthood and FIRSTEP. be great. attorney Bill Cheek came L1rry & Mary trachtenberg 1998 e to the oklahoma city community Contributions support donor-advised john w & tarr 1981 I jo distributions. foundation with a client that was Contributions support the Deer Creek Public selling his business and wanted Schools and donor-advised d istributions. guy B. & Louise treat I 1977 to set up a chartiablefund That Contributions support the Fund for Ro, &Jo thein I 1993 client was the william £. davis Oklahoma C ity, World Neighbors and Contributions support Work Activity Center Allied Arts. family who established the first to perpetuate the interest in the disabled of affiliated Fund at the oklahoma south Oklahoma City and Moore demon Mr. & mrs morrison G. T tuckerI I 19727 strated by the Theins over the past 40 years. city community foundation Oklahoma City Beautiful supporters estab lished a special award fund in memory of J. edwin laura ross & Morrison Tucker to recognize his outstand jim thomas family trust 1997 ing volunteer service. Contributions from Jim Thomas established this fund in memory the Tuckers also support Oklahoma City of his parents and brother. Contributions University. Mr. Tucker was a past T rustee of support donor-advised distributions to the Oklahoma City Community Foundation. several org,1nizations.

jack E. & jeanine turner I 1998 mr & mrs jimmie C. thomas 1979 Contributions support Skyline Urban Contributions support the Fund for Ministry and donor- advised distributions. Oklahoma City.

robert E. & martha Turner I 1982 michael C. Thomas family I 1975 contributions support the Deer Creek Comributions support Allied Arts and Public Schools. donor-advised distributions.

$ 2004 fiscal year donation 2004 annual report I OKLA.HOMA CITY COMMUNITY FOUNDATION I benefactors 47 BEN EFACTOR HIGHLIGHT Brig. Gen . William Rex Wilson I 2004 '-4'-'

Since 1940, the 45th Infantry Division has been a part of Brig. Gen. William Rex Wilson's life. After serving a combat tour in Europe during World War II . and two tours of duty in the Korean War with the 45th, Gen. Wilson continued • his involvement through various roles including national secretary of the 45th .. Infantry Division Association and director of the 45th Infantr y Museum. inn recognition of Gen. Wilson's service, the museum established a fund in his • honor.

NAME I YEAR OF INITIAL GIFT

u Kathleen Eve1·e11 Upshaw I 19 9 4 Mark Allen Everett made contributions to support the award p rograms of Red Earth Berrien Kinnard in memory of his sister, Kathleen. Upshaw +

Berrien Kinnard Upshaw I 1974 mark Allen Everett made contributions benefiting Chamber Music in Oklahoma in memory of h is brother- in- law, also known as William Francis Upshaw.

V Mr. & Mrs. Lawrence V. Van Horn 1977977 liil Leon G. Voorhees Memorial I 1974 Contr·ibutions support World Neighbors and Established by Mrs. Voorhees in memory Mercy Health Cente r. of her husband. Contributions support the Dean A. McGee Eye [nstitute. Anne Eleanor Venters I 1997 Contributions support the Westminster Vose Foundation I 1981 Presbyterian C hurch 's SPARK program. The Contributions made by the First National fund was established by Mr. and Mrs. Harley Bank Foundation, which later became the Venters in memory of their daughter. Vose Foundation , support lntegris Baptist Medical Cente r and other agency endow Ha,·ley Eugene Venters, Jr. J 19979 7 me nt funds. Contributions support the Westminster Presbyterian Church's SPARK program. The fund was established by Mr. and Mrs. Harley Venters in memory of their son.

Justin E. & Marguerite E. Vogt 1993 Contributions th rough a charitable trust established by the Vogts support scholar ships at St. Gregory's Unive rsity, Associated Catholic Charities. Bishop McGuinness High School. Sugar Creek Camp and other donor-advised distributions.

48 Benefactors OKLAHOMA Cl TY COMMUNITY FOUNDATTON I 2004 annual Report name I year of initial gift r

W Wachovia Securities/Carl Busch I 199 1996 ben C. & addie Mae Wileman I 197474 Contributions support the Wildflower Fund Contributions support the Fund for of Oklahoma City Beautiful. Oklahoma City, Boy Scouts of America and Oklahoma City Museum ofArt. Dr. 0. alton & dorothy watson I 1979 Contributions support a scholarship fund sherril & viola j Williams I 2002 at the University of Oklahoma College of Contributions support Deaconess Hospital Medicine, the National Society of Colonial and Skyline U rban Ministry. Dames in Oklahoma and the Overholse,· Mansion. Nora willis I 2001 Contributi.ons support the Deral E. Willis Herman & Mary Scholarship Fund in memory of Mrs. willis' Wegener foundation I I 197171 husband. Contributions s upport the Fund for OklaJ1oma City. OmniplexAffiliated florence Ogden Wilson I In 1 Fund and Daily Living Centers. Miss Wilson's contributions were among celebrating the earliest received by the Oklahoma City Marvin A. & martha weiss I 199 1998~ Community Foundation and established Contributions support the Oklahoma City endowment funds for the Oklahoma City Jewish Foundation and Hillel Foundation/ Museum of Art, the Oklahoma Zoological University of Oklahoma. Society and other nonprofit organizations. -1988- Later gifts through her estate benefited the robert S. & Tammy Weiss 12001 Fund for Oklahoma City. Contributions supportthe Oklahoma City the desire lo help foster care youth Gustave R. Woerz Trust I 1 989 Jewish Foundation. pursue higher education was the Gustave Woerz created a trust through his impetus behind oklahoma kids Bill & lucy K. westerheide I 1999 will to support the Oklaho.rna Society for Contributions support the Westerheide Crippled Children. The trust assets we1·e With promise scholarship estab- Family Assistance Fund at A Chance to later transferred to the Oklahoma City lishedby a group of businessowners Change. Community Foundation to support the In 1996 tje fund's assets and ad- society's agency e ndowment fund. jerome westheimer 1979 ministrative duties were transferred Contributions suppon Oklahoma City Dorotha Wolfe I 2004 to the oklahoma cit community Museum of Art. A Fund was established in Mrs. Wolfe's foundation and combined with name through a life insurance policy additional scholarship funds the purchased by her former boss, Norman Morse. Contributions support the Fund oklahoma youth With promose for Oklahoma City. scholarship Program was barn. To date more than 170 former foster Pete,· S. white Pend let on & Robin Woods I I 9 8 6 ~ care youth have received assistance Contributions support the Oklahoma City/ County Historical Society, the Boy Scouts throughthis programs of America, the Tree Bank and other agency endowment funds. Mr. Woods donated pro peter s white I 1996$ ceeds ofthej.C. Penney Golden Rule award Contributions support the FIRSTEP to support the e ndowment of the Epilepsy program, the Oklahoma City P ublic Foundation. Schools and Drug Recovery Inc.. Rov G. & alta Woods Memorial I 19 77 Kathleen wilcox I 1993 This memorial was established by A lta Woods Mrs. Wilcox made a gift of real estate to the in memory of her husband. Contributions Oklahoma City Community Foundation. support St. Anthony Hospital and lntegris Earnings from that gift support Harn Baptist Medical Center. Homestead. electra Ma, ie Woody I 1986 A g ift from her estate supports the Fund for Oklahoma City.

2004 fiscal year donation 2004-Annual Report I oklahoma CITY COMMUNITY FOUNDATION I benefactors 49 name f; I year OF initial Glfl

W Allen &Jacque W1·ight I 1998 $ D. & C. Wygant 1982 Contributions support a numbe1· of agency Thomas G. Wygant's contributions. made in endowment funds. honor of his two children, benefit the Deer C r eek Pub! publicSchools. muriel H. Wright Heritage I 19737 3 Contr ibutions made at the time of Mrs. Hosie C. Wy nne I 1973 wright's death support a publications award The gift of oil and gas mineral interests made by the Oklahoma Histor ical Society. supports the Fund for Oklahoma City.

y m. blake yaffe Mr. & mrs R.A. Young I 1970 Contributions support the O klahoma City Contributions support the Fund for University Law School Dean's Fund. Oklahoma City, Oklahoma Baptist University and a scholarship at Casady School named in carol elizabeth Young I t 1992 memory of their daughter, Ca,·olyn Young Contributions made in her memory suppo1·t Hodnett. the Mental Health Association in Oklahoma County.

z don t. & carolyn t. zachritz Dr. nazih Zuhdi i 2002 Contributions support donor-advised dis The Nazih Zuhdi transplant Institute at tributions and other agency endowment lntegris Baptist Medical Center was estab funds. Mr. and Mrs. Zachritz are found lished in recognition of Dr. Zuhdi, a national ers and active supporters of the Classen 55 leader in the field of transplant medicine. Scholarship Fund in honor of their high Contributions support the Oklahoma school graduating class. Heritage Association and wi ll provide schol arships for students studying Oklahoma History.

rob Zaslaw

rob Zaslaw Memorial 1 1998 Candace Zaslaw established the fund in memory of her teenage son lo help others as Rob always did. Contributions support donor- advised distributions.

50 benefactors I OKLAHOMA C ITY COMMUNITY FOUNDATION I 2004 AnnualR eport Special Donor Funds, similar in size and donor involvement to Affiliated Funds, provide flexibility and simplicity to the administration of permanent endowment funds. The Oklahoma city community Foundation is an effective and powerful alternative

SPEC IAL DONORS lo private foundations for these donors. many of these donors rely on us to carry out their wishes and ensure that their intentions are carried forth in an effective way Our community knowledge combined with proven investment performance adds permanence and value to these donors' original gifts and ensures that their charitable goals will continue well into the future. For more information on establishing a Special Donor Fund, contact nancyanthony at 405/235-5603 or n.antho'!)l@occf org.

name year or initial G JFT

O . .JuneAlle n I 19 8 7 CtLE BR AT IN G June Allen was the widow of o i lman Featherstone H. A llen. A bequest from her wi ll supports t he Fund for Oklahoma City. Ma r garet A nnis boyd A nnie & Issac Bloom ~ -1989 - Educatio n a l Scho larship I 200 1 Issac and Annie Bloom were married in 1896. For many years, Mr. Bloom oper ated To assist with the 100th anni- a general merchandise store in Holdenville Margaret Ann is Boys Trust I I 9 1991I versary of the Land Run of 188.9. before moving to Oklahoma City in 1910 Margaret Annis Boys left a lasting legacy the oklahoma city community Their youngest child, Esther, 1·eceived a B.A. of beauty to Oklahoma City. A wi ldflower degree in Education from t he University of and t ree aficionado, she was a schoolteacher foundation provided grants total- Oklahoma. Generous in her gifts to E m anuel and principal for 4.2 years, touching the ing more than $175,000 to sup- Synagogue, Esther gave large gifts to the lives of countless children. She loved travel port seven major projects for the endowment fund but always insisted that they ing a r ound tbeworld , but loved Oklahoma be made anonymously, never wanting any best, where she lived until her death in 1990. centennial celebration projects praise or thanks from the congregation. Sh e Miss Boys left her estate to the Oklahoma included a city- wide cleanup cam- d ied in 1997 and left her estate to Emanuel City Community Foundation. with earnings paign production nf a historical Synagogue in memory of her mot her and to be used for the beauti fication of the city's map outlinf the history of the father, Annie and Issac Bloom. for the edu parks and public lands. Read more about the project cation of chi ldren in the congregation. ects funded in 2004 by the Margaret Annis boysTrust on Land Run and supportfor a travel- pages 98- 99. ing troupe oj artists who performed entertainingstories from the Land Thomas & Pat ric ia Dix Brewer 1 19922 run era. Following this extensive Thomas Brewer was born in Oklahoma City and now l ives in Missouri, where he manages involvement the focus 011 devel a health service program for e lderly patients. oping new progras and helping His wife, Dr. Pat Brewer, is an obstetrician the community meet emerging need, specializing in h igh-risk patients. The Brewers' g ift of an insurance policy established an continued advised fund that supports distributions "to p romote the values ofjustice and peace."

2004 Annual Report I oklahoma CITY COMMUNITY FOUNDATION I special Donor, 51 name I Y I of INIIJ ·\1 giftI

edward king gaylord Scholarship Fund I 1970 Established by Mr. Gaylord before his death and fundedoded through a bequest in his estate. b.c. Clark family A native of Kansas and a graduate of Colorado State University, Mr. Gaylord and two partners bought 45 percent inter est in The Daily Oklahoman and formed the Oklahoma Publishing Company in 1903. b.c. clark family fund l992 Scholarships from this fund are awarded ln 1992, the B.C. Clark family established an through the. Oklahoma City Community advised fund to celebrate the I.OOth anniver Foundation New Opportunities Scholarship sary of B.C. ClarkJewele1·s, which was started program. (For more information on the program in 1882 in Purcell, Indian Territory in the please see pages 96-97). corner of a five and d ime store. Mr. Clark moved to Oklahoma City in 1929 whe,·e the william M. & janet S. Johnson family-owned business still operates. The scholarship l·und I 1987 fund supports a number of char.ities through Established through bequests from Mr. and donor-advised distributions. Jim clark th e Mrs. Johnson to provide opportunities for third-generation of family involved with the Minco, Okla. high school graduates who show business, is a Trustee of the Oklahoma City promise of benefitingfrom higher education Community Foundation. and for nursing students in Oklahoma. Mr. J ohnson, a native of Minco, was a longtime emanuel synagogue I 2003 employee of Gulf Oil. The fund also sup Congregation Emanuel was founded in ports the Nurse Education Program, an Oklahoma City in 1904. Currently located initiative of the Oklahoma City Community at N.W. 47th Street and North Francis Foundation that works with six area hospitals Avenue. the synagogue was first located at lo address the nursing shortage in critical the corner of Reno Avenue and Dewey Street care faci lities. in downtown Oklahoma City. The Synagogue is a traditional, egalitarian congregation affiliated wilh The United Synagogue of Conservativejudaism. Synagogue members are leaders in thejewish community throughout Oklahoma City. The trustees g 1:.d Hudgins ofrhe Emanuel Synagogue Endowment Fund moved the assets of the fund to take advantage of the long- term oversight and investment opportunities available through the Oklahoma City Community Fou ndation. G. Ed HudgiM Family fund ( 1989 The fund was the first established specifically Ed Hudgins was a founding partne r of the to benefita faith community. Okla homa City architectura l and engineer ing firm Hudgins, Thompson and Ball, Irene P. & Samuel f. frierson later HTB. Inc. A graduate of Oklahoma educational Trust I J Y 19977 A&M and veteran of World War II he estab Established by the Frie,·son Educational lished this fund to support donor- advised T1·ust to provide scholarships to students distributions and a scholarshipat Oklahoma attending college in Oklahoma. Dr. Frierson State University College of Architecture and was a native of Mississippi who practiced Engineering. medicine in Oklahoma City and died in r96r. Scholarships are awarded through the Oklahoma City Community Foundation New Opportunities Scholarship program.

52 special Donor, I oklahoma CITY community FOUNDATION I 200 4 annual Report name \ yearof 1'!1 1 I initialgift I

john e kirkpatrick donna N1gh foundation 1996 community fund 1996 In honor of the former Oklahoma First lady's The j ohn E. Kirkpatrick Community Fund birthday and her work on behalf of the devel was established by Mr. Kirkpatrick to con opmentally disabled in this slate, a group of tinue h is support of charitable activities in Donna Nigh 's closest friends established the Oklahoma City. The p rimar y purpose of the Donna Nigh Foundation in 1985. The foun fund is to support a broad range of com dation has been instrumental in providing munity organizations in. ways that encour adaptive equipment for those in group homes age them to use their resources to meet or individuals cared for by their families. Jn the changing needs of the community, to 1996, the Donna Nigh Foundation became encourage other donors to provide sup- part of the Oklahoma City Community port and to help organizations plan for the Foundation. George and Donna Nigh are future through good management and the still act ively involved in the fund develop development of endowment resources. The ment as well as providing support for fund has supported the Oklahoma City developmentally d isabled individuals Com munity Fou ndation's Parks and Public and the agencies that help them. Spaces lnitiative as wel l as the Kirkpatrick C celebratingr I Challenges for agency endowment funds Oklahoma city jewisj and other Trustee initiatives. Communitv foundation I 1999 A collection of funds was transferred by the Lawton Retail Merchants Oklahoma CityJew ish Foundation to the association I 1998 Oklahoma City Community Foundation. - 1990 - Through the operation of a credit bureau The earnings support theJewish Federation serving southwest Oklahoma. I.he Lawton of Okla homa City and a wide range of other the trustees adopted u new allo- Retail Merchants Association bas gener activities of interest to the Oklahoma City ated thousands of dol lars of support fo1· Jewish population. Funds wit hin thejewish cationspolicy that would allow all the Lawton area. The Retail Merchants Foundation include the following: funds to benefit from the oklahoma Association is a primary funding source city] community foundation's infor the Lawton Community Foundation, Jerry B. and Jacqueline Liebs bendorfFund an Affiliated Fund of the Oklahoma City Morris Bulkin Fund vestment earnings and capital gains Community Foundation, and has provided Justin and Linda Gardner Fund accountability for administrative matching grants for 14 nonprofit organiza Bob and joyHeiman Fund costs was introduced through a tions to estab1ishendowment funds within Carrie Jacoi?J Fund small fee chargedan each fund to the Lawton Community Foundation. Karchmer Charitable Trust Fund jack and Johanna Price Fund cover these expenses Ruth mershon fund 2001 Aviva Goldstein Reshef Fund After graduating from Oklahoma A&.M Dr. Leonard and zel rozin Fund College in 1945 and the University of Joe B. and Ann C. Singer Fund Oklahoma Medical School in 1949, Ru th Janice and Joe L. Singer family Fund Mershon practiced anesthesiology in Mary and Larry Trachtenberg Fund Hutchinson, Kan. and later in Oklahoma City u n til he1· retirement in 1996. Through a bequest of the remainder value of her retirement accounts, Dr. Mershon estab lished a fund that is advised by her family to support several scholarship inte,·ests . Earlier contributions supported her fondn.ess for animals through gifts to free to Live.

2004 Annual Repo1t I OKLAHOMA CITY COMMUNITY FOUNDATION I special donors 53 name \ l yearof initial gift

\\1nona s presley fund 1999 Born in McLoud, Okl a., Winona Shingleton attended Oklahoma A&M. taught 5th and 6th grades and high school typing before clarence E. page marrying Edwin L. Presley in October, 1952. Mrs . presley established endowments for I he Oklahoma 4- H Foundation, the University of Central Oklahoma and Oklahoma City University. Her bequest to the Oklahoma < clarence e page 1987 City Community Foundat ion 1s used as part An aviation pionee ,·. clarence E. Pag·e estab of the Fund for Oklahoma City and con tin lished the Oklahoma Air and Space Museum ues her strong inte 1·est in education. in 1980. mr Page, whose family made the land run into Oklahoma, witnessed the edna ratliff I 1111d 2001 first a i airplaveflight i 11 Okla hooklahoma City and Raised in Butler, Okla .. Edna moved to learned to flyas an Army pilot during worldf Oklahoma C ity to attend business school War I. During World War II, he conducted and began worki ng for Liberty National a primary flight training school for 8,500 Bank. One of the first female trust officers cadets al Cimarron Field (now C larence E. in Oklahoma, she worked for the bank for 48 Page airport and Mustang Field in El Reno. years before retiringiring in 1976, please see the fea- Mr. Page was the pri ncipal donor to the ture on Miss Ratliffo n page 10. Oklahoma Ai1· Space Museum and served as president and curator until his retirement in records - johnstonol,, 1988. Contribution s support the museum. I family foundation 1979 Ross Johnston established the foundation in william T paynefund 1970 honor of hi~ father who made the 1889 Land William T. Payne, the founder of Big Chief' Run and later started the first commercial Drilling. earned his way through college sell bank in Shawnee, Okla. Ross joined his ing pots and pans. Mr. Payne's gift, funded father in the banking business after World through a bequest from his estate, was the War I. He later entered the mortgage busi first significant bequest received b y the ness. helping to establish Mid land Mortgage Oklahoma City Community Foundation and Co .. which today is heading by his son- in- law, more than doubled its total assets in 1981. Ceorgej. Records. Contributions support Earnings support donor- advised contribu- Casady School and a number of other educa tions. Oklahoma Christian University and t ional and scholarship funds. other agency endowment funds.

willie elizabeth J .\l. petree shipley

r \I' & thelma petree 1977 willie elizabeth h shipley F. M. " Pete" Petree graduated from both the scholarship fund I 1 1981 university of Oklahoma and its Law School. Established by a bequest in Miss Sh ipley's He married Thel ma in 1939. In addition lo will Lo provide scholarships for students who establishing Liber ty Mongagc. Mr. Petree resided in western Oklahoma. A native of was chairman of t h e Executive Committee Mangum and a long time employee of the of Oklahoma Cit y University and helped the Oklahoma State Senate. Miss Shipley direct university recover from near bankruptcy to ed t hat the awards not be made strictly on sound financial footi ng. M,·. Petree is a past academ ic achievementievement. Awards from the fund T rustee of the Oklahoma City Com mun ity are made th rough t h e Oklahoma Youth With Fou ndation. Contributions support Promise program. Oklahoma City University and other agency endowment funds.

54 special,,,I donors I OKLAHOMA CITY COMMUNl TY FOUNDAT ION I 2004 Report name I year of initial gift

Scott & Geneva Smith Fund I 2000 As graduates of Cen t r al High Sch ool, Scott and Geneva Smith were made aware of t he Oklahoma C ity Community Fou ndat ion through the Cent ral High School Alumni Tom A.Thomas. Jr. AssociaLion Scholarship Fund . After living ..... i n Florida where they operated a business, t he Smit h s moved back to O klahom a City to be near fam ily and friends. They established this fund to s upport charitable interests in Tom A. thomas . .Jr. 1979 helping young people and those in need of Tom A. Thom as, j r. flew 78 combat missions specific assistance to overcome difficulties in World War II and later built a r emarkable i n life. T h e fuod su pports donor- advised collection of 72antique World War II air contributions. craft. With his brother he operated Thomas Concrete, and was active in the pre-cast con Southwest homebuilders crete business for 26 years. Gifts from trusts association Fu11d I t 1999 established in his estate benefit more lhan The Southwest Homebuilders Association is 40 nonprofit organizations. made up of more than 50 homebu ilders who b uild a p r oject house each year and donate Thomas Utterback fund I 1999 a po1·tion of the profits from t he sale of that Mr. Utterback grad uated from Oklahoma house to a charitable or gan ization or project. Stale university and began an active career in In 1965, the grou p purchased five acres of business and banking when he went to work land on Sou thwest 74th St reel. In 1980, t hey for the City National Bank in 1931. He was gave 2.5 acres 10 the South Oklahoma City named president of the Oklahoma National Chamber of Commerce for its new head- Bank in 1964 and r etired in 1977. M r, 9uar te1·s and sold the remaining 2.5 ac1·es Utterback was an active supporter of o rgan i i n 2000. The proceeds established the fund zations in the Capitol Hill area of Oklahoma which benefits charitabke organ izations i n City and the O k lahoma city Community south Oklahoma C ity. fou ndation works 10 ensure the fund con tinues to suppor t his interests and several Walter Stiller Fund 2002 scholarships, The food was established th r ough a bequest from Mr. Stiller to suppor t t he Fund for Oklahotna City. Born and raised in O klahoma City, Mr. Stiller retired as trea surer of Macklanbu1·g- Duncan. A member of Zion Luthera n C hu r ch since 19 18, Mr. Stiller l ived to the age o f 99. olive may steward rund lor Human Services I 1994 This fund was established through a bequest from Ms. Stewa rd to serve the needs oft he people ofOkJaboma City, especially those related to basic welfare and health . The fund has been u.sed Lo support direct service o rga nizations working with the poor and disabled, to construct a med ical clinic and Lo assist with services for I hose going from welfare to work . Ms. Steward wast he daughter of judge Seymour and Mary G r ace Steward and worked for many years at the F irst Nat ion al Bank.

2004 Annual report I OKLAHOMA city community FOUNDATION I special donors 55 family Affiliated Funds represent donors who wont to create a charitable legacy for their family while playing an active role in the distribution ofgrants and are an alternative FAMILY AFFILIATED to private foundations. family Affiliated Funds are established with a minimum gift FUNDS of $500.000 and are an alternative to private foundations. Other family funds can be established with either a legacy Fund or a gift Fund (see pages 5 & 88 for more information). Ifyou are interested in establishing a fund for yourfamily philanthropy, please contact nancyAntho19 at 405/235-5603 or n.antho'!,v@occf org.

name I year affiliated FUND established

Bob & Nancy Anthony Family Affiliated Fund J 1999 When Nancy Anthony joined the Oklahoma City Community foundation as executive director in 1985, she and he r husband Bob established a donor advised fund. They added to it each year and established additional funds for their four daughters, Elizabeth, Ch,·istine, Suzanne and Katie B., as each one reached high school. With an additional gift in 1999, t he funds were combined to create the Anthony Family Affiliated fund that contin ues the family's charitable interests and allows the daughters to experience cha1·itable giving and civic responsibility fi rsthand.

Trustees: elizabeth anthony Katherine anthony nancy anthony roy Chandler, John E. Kirkpatrick, marilyn myers and Scott Spradling.

William E. & Margaret H. davis family affiliated Fund I 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 chi Id ren were involved in the busin ess's management and development. The family established the William E. and Margaret H. Davis Family Affiliated Fund to continue the fam i ly's tradition of supporting local charities and causes. The fund was the first Affiliated Fund established at t he Oklahoma City Community Found ation in 1987. Since t h at time it has distributed more than $1 mil lion in charitable g ifts.

Trustees: John L. Bell, john L. Boland. Richard Davis. William £. Davis, nancy Ellis, James H. Holloman, Jr., and marnie Davis kennedy

The Evereti Founda11on I 1993 Established in 1960 lo suppor t Dr. Mark Allen Everett's passion for the arts in Oklahoma. Dr. Everett, p ictured at left, moved the private foun dation to the Oklahoma City Community Foundation in 1993. continu ing to suppor t the arts dance scholarships and music programs which he star ted at several local arts agencies and universities. Dr. Everett, a retired professor at the University of Oklahoma (OU) Medical School, has a lso established the Mark R . Everett Scholarship for a medical student in honor of h is father, the former dean of the OU Medical School, and the Alice Everett Cello Scho larship in honor of his mothe1·.

56 family affiliated Fund, I OKLAHOMA CITY COMMUN[TY FOUNDATION I 2004-Annual Report NAME I YEAR AFF[LIATED FUND established

Robert D. & Blanche H. Gordon family affiliatd Fund I 1993 Robert Gordon graduated from Cornell Unive,·s ity with a degree in petroleum geology and served in the U .S. Army during World War ll. The Cordons moved to Oklahoma City in 1950 with the Ashland Oil Co .. where Mr. Cordon served in positions from junior geologist to vice presi dent until 1976, when he retired and became an independent petroleum geologist. T he Gordon Family Affiliated Fund. which includes their ch il dren Holly and Peggy. supports religious, educational and so cial ser vice organizations in which the family has a long-term interest. M,·. Gordon died in March of 2004. trustess: nancy anthony mary Dedman. Nick Duncan, Peggy Duncan, holly Elliot/, Blanche Gordon, Huston Huffman andJohn Schaefer.

Raymond H. & Bonnie B. Hefner Family Affiliated Fund I 1998 Raymond Hefne r (1927- 2001) 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. be joined the Kirkpatric k Oil Company as one of its first employees. In 1957, Raymond and his wi wife Bonnie formed Bon ray Oi.l Company and began a lifetime involve m e n t in t he oil and gas industry in both Oklahoma and on the national level. M,·. Hefner was a Trustee and treasurer of the Oklahoma City Community Foundation. The couple and t he ir children, Vici Heitzke, Brenda Burkey and Richard Hefner. established the fund to support their charitable interests. including aiding young people in their development toward becoming productive adults .

Trustees: Brenda Hefner burkey Bonnie B. Hefner, Richard B. Hefner, Vici Hefner heitzke Carla Pickrell. George Records and James R. Tolbert. II/ .

John & Claudia H olliman Affiliated Fund I 1997 Claudia Holliman was executive director of Planned Pa rentho od of Ce11tral Oklahoma. went to law school. and then beca m e a successful stock broker with Smith- Barney. She and her husband john, a professor of Pathology al the University of Oklahoma , created this fund as a convenient and efficient vehicle for their charitable contributions . The focus of the fund is the enrichment of cultural, social and education a I oppor t u nities both in Oklahoma City and in parts of the worldwhere they h ave t raveled. The Holliman Affiliated Fund distributions reflect the ir commitment to opportunities for a ll.

Trustees, Marjorie Downing.Jane Harlow, Claudia holliman, johnHolliman and marilyn myers

2004 annual Report I OKLAHOMA CITY COMMUNITY FOUNDATION I family affiliatedfunds 5 7 name year affiliated I fund established

Love family affiliated Fund I 1999 Tom and Judy Love leased an abandoned fill ing station in western Oklahoma and began selling self- service gasoline in 1964. . From th ese humble beginnings, Love's Travel Stops & Country SLores is n ow a major presence a long America's highways and in smaller communities. employ ing more than 3.600 people in 25 slates. T he Love Family Affiliated F und was established in 1999 to support their charitable goals and to involve their four grown children in these activities. The Love Family Affil iated Fund is an important b enefactor of several Oklahoma City charities.

Trustees: Paul Brou. george jay Dick lampton, judy Love and jenny Love meyers

Malzahn Family affiliated fund I 1 1992 The fund was established in 1991 by Ed and Ma r y Malza hn to benefit Perry, Okla. W ith the help of his father, who operated a weld ing and machine shop. Ed began to develop a trenching machine which is n ow known by its trade name. Ditch Witch. Fifty years later. Ditch Witch equipment, designed aod manufactured in Perry. is used worldwide T h e Malzahn Family Affiliated Fund, which includes t he Malzahn ch ildre n , Don. Pam and Lissa. continues their fa mily t radition of generosity and civic responsibility.

Trustees: nancy anthony, james H. Holloman.Jr.. William Johnstone, Don Edwin malzahn Gus Edward Malzahn, mary elizabeth Malzahn and Paul B. Odom. Jr.

janice &Joe L. Singer Family Affiliated Fund I 200 I In t he 1960s, Joe Singer and his brother Alex formedSinger Brothers, a successful oil company that remains in business today. M,·. Singer was an active participant in a ll aspects of community life in Oklahoma City. During his lifetime, he ser ved o n several b oard s and was president of the Oklahoma City J ewish Community Foundation al tbe t ime of his death. For 46 years, Janice has remained an active member of E m anuel Synagogue and Emanuel Siste rhood. She is a past board m embe r of the J ewish Federation of Oklahoma City a nd currently serves on the board of the Oklahoma City Jewish Com mun ity Foundation. Shortl y beforeJo e's death inJanuary 2004. t he 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. amy R. Singer. David P. Singer. Janice Y. Singer and Larry 8. Trachtenberg.

58 family affiliated funds I OK oklahoma CITY COMMUNITY FOUNDATION I 2004-Annual report Distribution Committee Affiliated Funds are permanent funds that offer the perfect alternative to private foundations. Donors establish Distribution Committee Affiliated Funds with us for several reasons. First, they want to remain involved in determining D I STRI BUTION COMMITTE E the charitable beneficiaries of the distributions and second, they avoid excise taxes and AFFI LIAT E D F UND S payout requirements and the fund can own a wide variery of investments including real estate, closeJy held stock, partnership interests and/or mineral properties. In addition, contributions reap greater tax advantages than comparable contributions made to a private foundation.

While the Oklahoma City Community Foundation appoints the majority of the fund's trustees, the original donor may also serve as a trustee and stay involved in CELE BR A T I NG fund distributions as well as setting investment policies. The greatest advantage this type of fund offers is the administrative services provided to each fund by the staff of the Oklahoma City Community Foundation. This level of service that includes accounting, record keeping and report filing, allows the donor and trustees to focus on charitable distributions from the funds. If you are interested in establish - 1991 - ing a Distribution Committee Affiliated Fund, please contact Nancy Anthony at 405/235- 5603 or [email protected]. A $1_3 million bequest from Margaret Annis boys launched a new focus area for the oklahoma city community Fo1111dotion. A personwho had deep abiding ap name E I YEAR FUND establishedI A BLISH ED preciation for Oklahoma 's na Hospice Foundarion of Oklahoma I 19988 lawton Community Foundation 1999 tive flowers and trees. the bequest Using the assets from the sale of its hos With the Oklahoma City Community pice operations, the Hospice Foundation Foundation as a model and the financial from the longtime Oklahoma city of Oklahoma created a fund that would support of the Lawton Retail Merchants schoolteacher and principal had continue to support palliative patient care Association, Dr. Gilbert Gibson organized specified that the moneybe used throughout Oklahoma. The Oklahoma City the Lawton Community Foundation to serve lo beautify parksand public lands Community Foundation provides all of the similar needs in that community. Once a investment and administrative services for general endowment fund was established in Oklahoma city Since 1991, the fund. The Hospice Foundation board and a board of trustees named, match- the margaretannis boys Trust has ing grants we,·e offered to Lawton area has supported training for physicians at funded more than $1.2 million in t h e University of Oklahoma College of nonprofit organizations as an incentive to beautification projects And, thanks Medicine and work in ethical issues by the establish endowment funds. To date, the re Oklahoma Alliance for Better Care of the more than 20 n onprofit agency endow to strong investment stewardship. Dying. ment funds administered through t he the fund value has increased lo Lawton Community Foundation. With the more than $3 million Trustees, Dr. John bozalis John Frank, Jom es Hyde, Oklahoma City Community Foundation Dr. Robert McCajfree, marilyn Myers. providing al I of the investment and adm in istrative support, the Lawton Community Foundation trustees concentrate on encour aging Lawton donors to establish funds and support the endowments to serve as an important resource in their community.

Trustees: John Barnes, Mollie brady Virginia brewczynski Kenneth Easton. Gilbert Gibson, Paul B. Odom, Jr. and betty Raulston.

2004 Annual Report I OKLAHOMA CITY COMMUN communityFOUNDATION I distribution committee Affiliated Fund; 59 DISTRIBUTION COMMITTEE STORY

Oklahoma City Disaster Relief Fund I 19959 5

Established following the 1995 bombing of the Murrah Federal Building, this fund holds all of the assets of the contributions received l:J the Oklahoma city community Foundation to help survivors of that tragedy

the fund is still working with a large number of individuals and families. the survivors educationfund • - currentlyly supports 49 college students with at least 75 · more eligible for assistance wheri they reach college age ·The fund allowed for the three daughters of william stephen williams killed in the bombing, to earn college ' degrees additionally, the relief fund continues to provide

•.• I medical support and mental health counseling for those who were injured · · · , ! ·., ·. ·...... trustees: nancycoats john l. belt, william o. johnstone and Martha king -

left I Mr: Williams' family clockwise starting from top . left) barbara (wife), and daughter meryl sara and her , daughter and allysone and her son •

, --.

name I YEAR FUND ESTABLISHED

oklaoma City retailers Rural Oklahoma Foundation Fund I 1999 Community Foundation I 1995 The O klahoma C ity Retailers Association Carolyn Watson feels strongly that people established this fund to benefit charitable in rural parts of Oklahoma need good edu organizations in the community. Grants cational, cultural and community-based are made to community organizat ions. The opportunities to improve their quality of life. Oklahoma City Community Foundation She started this fund to support educational provides the investment and administrative and cultural activities in Coalgate, Caddo, se1·vices. Clayton, Mountain View and Apache. The fund also helps local libraries, fire depart Trustees: James Daniel. William 0. john stone, ments and parks. De1111is 0 'Keefa, Victor Petito.Jr., Carla Pickrell. William Shdeed and Tom Williamson. Trustees: nancyB. anthony Steve Lolli, Thom macuila T. ray Phillips Ill and carolyn Watson.

60 distribution committee Affiliated funds I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004 Annual Report PERMANENT ENDOWMENT .FUNDS

63 Field of interest Funds 65 Scholarship & Award Funds n agency Endowment Funds I : 86 agency affiliated Funds 88 Advised Fund grants .. I

I" I "\ '' I '.'/\. ".\\'':', •'"'"'"" ' . ,1ll'" ",,,'""'" \\ 8"I'',,\\\,,,,,\\\\\'",\\\\\'\\'\''",. \1 \ I\ I\\\\\ I\ I I\> \I\,, '\~ 'I' I\',\'.', ',\\\','"'' "" ' ""' t: ' What is an endowment?

An endowment is a permanent fund that is invested to provide long- term support for a charitable purpose. A portion of the investment earnings is distributed annually while the remaining earnings are retained in the fund so that the endowment and the annual distribution stream both grow over time.

For more information about establishing an endowment or contributing to an existingendowment, please contact us at 405/235-5603 or 1nfo@occf erg.

permanent Endowment Funds [ okahoma C!TY community FOUNDATION I 2004 Report A Field of Interest Fund is designed for donors who would like their contributions to benefit a particular area of interest, type of organization, community issue or geographic area. The funds are administered 1!J the Oklahoma city community Foundation

F IELD of I NTER EST trustees to support those areas specified 1!J the donors. A Field of Interest Fund is an F UND S ideal way for a donor to support a long-term interest and allow the Oklahoma Ci[y .,...""'. community Foundation to adapt the specific use offu nds to the most appropriate organization or need at tha t lime. A Field of Interest Fund ca n be established with a minimum of $10,000. For more information on establishing a Field of Interest Fund, please contact nancy anthony at 405/235-5603 or n.antho19@occforg.

name I year of initital\l gift

W H. Crocus Seeing E.ye Dog fund I l 19988 Hospitals and Health Care I 1971 In the office building where an anonymous Establ ished by Luther T. Dulaney, and also dono,· worked, a blind man and his Seeing supported by John and the late Eleanor Eye dog would pass him in the hall every day, Kirkpatrick, to support health care services and the donor came to admire the trusting through grants to organizations that provide relationship between the man and his dog. direct services. Lt has been used to assist with He established the fund to help other indi indigent care, p r escription drugs, eyeglasses, viduals secure Seeing Eye dogs. T h e fund is medical exams, dental care and other medi named fo,· the Seeing Eye dog. June 30, 2004 cal services. All funds are used for d .irect ser fund value was $13,656. vices for individuals with health care needs . June 30, 2004 fund value was $47,534. Embassy of Korea I 1975 John E. Kirkpatrick, Honorary Consul Florida m Knight Trust I 1975 for the Embassy of Korea in Oklahoma This fund receives and distributes the earn City, received a check for $1,000 from the ings of the Flor ida M. Knight Trust to ben Ambassador of Korea for special program efit handicapped children in the Oklahoma activities in the Oklahoma C ity area. Mr. City area. Mrs. Knight was a local b u siness Kirkpatrick donated this and many sub woman who left a downtown building in the sequent checks to establish this fund. T he original trust. The build ing is gone and h er earnings are used to support Korean and fam ily no longer lives in O klahoma C ity other Asian cultural activities th roughoul but the Florida Knight T rust makes grants the community.June 30. 2004 fund value annually to improve the q ua lity of life of was $130.r79. handicapped and disabled chi ldren. "Crocus" June 30, 2004 fund value was $37,178. forward oklahoma I 1997 seeing eye guide dog crocus is pictured Forward O klahoma was established in the lillian frances watts meador I 1996 above with his new partner. crocus'training early 1980s by a group of young business Established by Mrs. Meador's son, Wi lliam wasfunded through the W: H. crocus seeing men to help metropolitan Oklahoma C ity Meador of Columbus, Ohio, in memory eye dog Fund. through an aggressive economic development of his mother, who loved both flowers and program. When the group's core members Oklahoma City. The earnings a re used lo moved on to other projects, an endowment purchase and plant hyacinth bulbs for city fund was established with the remaining parks and other public lands. The f u nds are assets of Forward O klahoma. Distributions distributed through the Margaret Ann is Boys from t he fund will continue to support t he Trust grant process. J u ne 30, 2004 fund economic development of O klahoma City. value was $16,365. June 30, 2004 fund value was $25,489.

2004 annual reportI OKLAHOMA CITY COMMUNITY FOUNDATION I field ofinterest funds 63 name I YEA R O J I N I T I AL gift

Medical Research funds 1986 Tinker A ir Force base The Oklahoma city Community Foundation general's Fund I 1988 has received a nu m her of giftsfts to establish Established byJohn E. Kirkpatrick to sup research funds for va1·ious areas of medicine. port special needs of those serving on the Each year 1he Oklahoma City Commun.ity base, the fund has supported several specia l Foundation cooperates with the University projects. Most recently, the fund contrib of Oklahoma College of Medicine Alumni uted to the restoration of the U.S. Air Force Association. the Oklahoma Medical Research Monument in downtown Oklahoma City. Foundation and othe,· groups to fund The monument, originally dedicated in research projects at those institutions in the 1964, h.ad fal1en i nto disrepair. The monu specific areas, joining with other funds for a ment, which represents the cooperative spirit g1·eater impact on medical science. Separate between the people of Oklahoma City and funds are maintained in the following areas, the U.S. Air Force, was rededicated in 2003, June 30, 2004 fund value was $92,194. Al ler gy Research June 30. 2004-fund value was $74,796. ADDI TIONAL field OF INTEREST funds Arthritis Research Throughout our 35-year history, the per June 30, 2004 fund value was $209,937. manent e ndowment funds listed below were Diabetes Research established to benefit nonprofit agencies June 30. 2004 fund value was $9,994-. that have since ceased operations. The vari ance power contained within our governing Heart Disease research documents a llows the Trustees lo r edirect the June 30, 2004 fund ualue was $70,332. funds' earnings toward worthy community Parkinson's Disease Research projects that are consistent with the donors' June 30. 2004 fund value was $14-2,595. original intentions.

Oklahoma City Ope operaassociation 1970 established value 6.30.04 Established by the Opera Association at its Canterbury Living Center 1982 $ 14,248 last meeting fo 1970, the organization was distributing surplus funds after a four- year Chamber Orchestra 19 8 6 9. 642 period of sponsoring metropolitan Opera ElderCare Access Center 1990 ! 10, I 25 performances in Oklahoma City. The origi nal $12,260 has grown and grants are made ElderCare Access Center from the fund to support opera performances. Mobile Meals 1991 63.7 50 June 30, 2004 fund value was $109,627. Hispanic Center 1984 21 ,484

oklahoma Westerner, Hospital Hospitality House 1971 30,872 Indian territor Posse 1975 House of Representatives the Indian Territory Posse of Oklahoma Campaign for Oklahoma Kids 1998 95,247 Westerners is an organization of 50 men dedicated to the preservation of the historyLory of Kirkpatrick Manor - the great American West. Members include Presbyterian Homes 1978 203,624 educators and authors ofWestern history Lutheran Social Services of and biography. as well as devoted history Kansas and Oklahoma 1987 122. 075 buffs. Earnings have been used to benefit the Oklahoma Historical Society. Westerners Oakhursl Academy 1991 52,338 International and to establish scholarships. Oklahoma City.Jewish Day School 2003 22,337 June 30, 2004 fund value was $51,580. Pathways Child Development Center l 9 9 6 195,905

St. Joseph '·s Children's Home I 9 7 9 126,590

Visiting Nurses Association 1 9 7 9 138,277

6 4 field of interest Fund, I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004- Annual Report The Oklahoma Ciry community Foundation is proud to administer the state's largest independent program. Funds are established byindividuals, families, businesses and organizations to provide support for educational pursuits and recognition SCHOLA RS HIP & AWARD FUND S for outstanding achievement. The minimum amount required to establish a Scholarship or ""-7~ Award Fund administered byus is $20,000. Funds administered as part of one of our existing scholarship programs may be established with $10,000. For more information on these funds or ifyou are interested in establishing a similar fund, please contact anna-faye Rose at 405/235-5603 or visit our Scholarship Center at www.occforg.

name year or initial1 11 1 gift mike Allen memorial celebrating education Fund I 1996 Established by the Oklahoma City Federation of Teachers in honor of a late president, the award is made to a graduate of the Oklahoma Patrick S. Bonds C ity Public Schools. Fund balance as ofJune ~ -1992- 30, 2004 was $32,934.

Aaron ,\lley memorial The Oklahoma city communiity Scholarship Fund 2003 Patrick S. Bonds Memorial foundation Board of trustees held Established to honor Aaron Alley who died Scholarship Fund I 2000 its first ever long-range planning of cancer at age 28, the award benefits a Established by a family in memory of a loved Woodward High School senior. Fund bal one, awards are made to students from the process to discuss the organization 's ance as ofJune 30, 2004 was $r9,280. Midwest City-Del City area. The fund also past as well as set forth goal for offers an award to a teacher for continuing the future From this meeting the Hal W. Almen - west OKC rotary education. Fund balance as ofJune 30, 2004. mission statement was developed scholarships Fund 200 1 was $23,236. Established by the West Oklahoma City Rotary to provide direction for te staff through a bequest from Hal W. Almen to Dr. Eugene S. Briggs und trustees encourage graduating high school seniors Memorial Scholarship Fund , 1999 in Oklahoma to seek higher education. Established and awarded by the Lions Clubs of Oklahoma in honor of a former presi american society of ( .,vii Engineers dent of Phillips University who was also an scholarship fond I 2000 International Director of Lions. Fund bal Established by the society, awards are made ance as ofJune 30, 2004 was $uo,476. to engineering students at the University of Oklahoma and Oklahoma State University. Frank & Merle Buttram string awards I 1991 Fund balance as ofJune 30, 2004 was Established by Dorsey Buttram in honor of $ro,637. his parents, the awards are made to out standing high school string students in the J. edward barth community foundation Oklahoma City area. Fund balance as of scholarship award I I998 June 30, 2004 was $34,511. Established by the Community Foundation in honor of a past Trustee, the award is made to capitol Hill l·ligh School a Community Foundation Scholar at Casady Award Fund I 2002 School. Fund balance as ofJune 30, 2004 Established by john E. Orr and alumni, was $42,255. the scholarship is awarded to a graduate of Capitol Hill High School. Fund balance as ofJune 30, 2004 was $28,963.

2004 Annual Report I OKLAHOMA CITY COMMUN communityFOUNDATION I scholarship & Award funds 65 name I year of initital gift

elizabeth carlson Ralph Cl11uon scholarship scholalrship Fu nd 2 00 3 Sales & marketing Executives I 1985 Funded by a bequest in Miss carlson's will. Established by the association in memory the awards go to graduates of Putnam City of a past president, the award is made to a High School who are seeking a degree in student pursuing a business or marketing education. specifically English and related degree. Fund balance as ofJune 30. 2004 language arts. fund balance as ofJune 30, was $45,862. 2004 was $336,335. commander Family casady C lass of 1996 Scholarship Fund 200 I scholarship fund I 2003 Established in memory of A.G. Commander Established by members of the school's grad by his wife, Ruth, and son, Ed, the scholar uating class of 1996 to support the general ship will benefit an O klahoma graduating scholarship program at Casady School. Fund high school senior who pursues post high balance as ofJune 30. 2004 was $24,806. school education i n Oklahoma. Fund balance as ofJune 30, 2004 was $61,469. central high school Alumni association scholarship fund 1 1 1996 brad R. corbett Established by the association, the fund sup memorial scholarship Fund 2000 ports five Community Foundation Scholars Established in memory of Brad R. Corbett, awards, the Leveta Adams Land award and contributions support competitive academic additional vocational education awards each teams at Edmond Memorial High School. year. FundbalanceasofJune30, 2004 Fund balance as ofJune 30, 2004 was $184,695. $66.618.

lean hawley curtis scholarhip Fund 2004 Established by the Metropolitan Healthcare lkimberly Association to encourage individuals working kay clark in the long- term care field to pursue a nurs ing license or certification. Fund balance as ofJune 30. 2004 was $32,488.

harley custer memorial kimberly Kav Clark memorial Scho larsh ip scholarship fundI 1991 Award - Naval reserve association I 1995 Established by frien ds and family of Mr. Establi.shed by the association to honor an Custer, the award is made each year al the officer who died in the 1995 bombing of the Junior Livestock Show to a 4-H or FFA mem murrah Federa I Buildi ng, it is awarded to ber. Fund balance as ofJune 30. 2004 was an active U.S. Naval Reserve member. Fund $41,505. balance as ofJ une 30. 2004 was $r8,074. dana corporation I on scholarship l and 1988 classen '55 scholars fund 1998 Establ ished by the C lassen High School class Established by the company, awards are of 1955. the awards are made to outstanding made to dependents of employees and other graduating seniors from the C lassen School deserving individuals who are full-time stu of A.d van.ced Studies. Fund balance as of dents and have a financial need. Fund bal June 30. 2004 was $60,966. ance as ofJune 30, 2004 was $106,561.

classen awards foundation I 1 1998 durant community The foundation supports awards to outstand scholarship fund I 2004 I ing graduates of Classen School of Advanced Established to encourage graduating seniors Studies and Northwest Classen H igh School, and recent graduates of Durant High School continu ing a tradition started by Anton to continue their academic goals following Classen in 192 Fund balance as of June high school. Fund balance as ofJu ne 30, 30. 2004 was $84,745. 2004 was $63,164.

66 scholarship & awardsfunds I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004 Annual Report name I YEAR OF initial gift

Early C hildhood Association of Oklahom a scholarship Fund I 2002 Established by the association, the fund supports the T.E.A.C.H. Early Childhood elsie Mae "Nat" scholarship program for childcare provid G losemeyer ers. Fund bala.nce as ofJune 30, 2004 was ~ $27,446.

Alice A. Everett/University of Oklahoma Cello Scholarship Fund I 199898 elsie Mae ·• Nat" glosemeyer Established by the Everett Foundation, the Scholarship Fund I I 998 award is made each year by faculty nomina Established by friends and family of Nat tion to a cellist enrolled in the University of Glosemeyer, the scholarship is awarded each Oklahom a School of Music. Fund balance as year to a participant in the Oklahoma Job ofJune 30, 2004 was $63,862. Training Partnership Act. Fund balance as ofJune 30, 2004 was $20,755. mark R. Everett Fund celebrating for Medicine &Science I 1996 Freda Poole grayson Established by the Everett Foundation, the Scholarship Fund I 1 997 award is made each year to a first-year medi Established by Mrs. Grayson's children and cal student with the highest g rade point aver grandchildren, the scholarship is awarded age. Fund balance as ofJune 30, 2004 was to a graduate of Midwest C ity High School. -1992 - $92,226. Fund balance as ofJune 30, 2004 was $16,604. Barbara Fagin award Fund - fourteen years after his first Christmas connection I 19949 \ Anita Hill Scholarship - ,·hallenge match to nonprofit or Established by the organization's boa rd in Survivors' Education Fund I 1999 ganizations john £. kirkpatrick honor of its founder. The award is made Established by Ms. Hill following the 1995 each year to a community volunteer. Fund bombing of the Murrah Federal Building, issuedanother challenge. Ofthe 71 balance as ofJune 30, 2004 was $29,838. the fund provides college assistance for nonprofit organizations eligible 65 children who were in the Murrah Day Care participatedand raised a total of I irene P. & Sam uel F. Frierson Center and those who lost a parent in the $3,p.380 thaf wasmatched, dal educationalI Trust I 19979 7 tragedy. Fund balance as ofJune 30, 2004 Established by the Friersons through their was $61,937. lar for dollar, byMr. Kirkpatrick wills awards are made each year through the Each time Mr. kirkpatrick issued Oklahoma City Community Foundation's Geneva Hood Schola1·ship Award - a challenge over the years (the New Opportunities Scholarship Program. casady School I 19 9 9 most recentin 1999). nonprofits Fund balance as ofJune 30, 2004 was Established by Dr. Hood in memory of his $1,279,272. mother. the award is given each year to a fac made an effort they might not ulty member at Casady School. Fund balance have otherwise mode and new Ema Carcia Memorial as ofJune 30, 2004 was $47,855. donors emerged. Tl,e "kirkpatrick Scholarship Fund 1994 Challenges•· offered a u111que and Established by Fred Jones Jndustries, the G. Ed Hudgins Scholarship Fu nd I 1989 fund supports a scholarship for a depen Established by a longtime Oklahoma City unheard opportunityfor nonprofit dent ofan employee or others with financial architect, scholarships are awarded each year organizations ond helped to launch needs. Fund balance as ofJune 30, 2004 to a fourth- year architectural design student the largest agency endowment was $28,023. and a fourth- year architectural engineering student at Oklahoma State University. program in the country Edward King Gaylord Scholarship Fund 1970 Iron Workers Local 584 Established by Mr. Caylo1·d and funded Scholarship Fund I 2002 through a bequest in his estate, scholarships Established by the I ronworkers Local 584 are awarded through the Oklahoma City and Signatory Cont ractors, awards are made Community Foundation's New Opportunities to members' children and grandchildren for Scholarship Program. Fund balance as of post- high school education. Fund balance as June 30. 2004 was $1,323.942. ofJune 30, 2004 was $42,592.

2004 Annual Report I OKLAHOMA CITY COMMUNITY FOUNDATION I scholarship & award Fund, 67 Promoting Scholarship & Award Funds The Oklahoma City Community foundation is committed to promoting the Scholarship and Award Funds in hopes of encouraging endowment development

and awareness of I he program. In addition to a scholarship fund directory located on our web site at www.occf.org, we promote the funds collectively in various publications including an annual

scholarship report. In 2004, this report included infor mation on the funds, a

description about the types of gifts that could be made to support the funds as well as a contribution response for donors. T h is publication was mailed to nearly

16,000 donors and friends of the Oklahoma City Community Foundation.

name I YEAR of initial GIFT

vic jackson scholarship Fund Valerie Koelsch memorial oklahoma Pilot, association I 1 998 Sheel metal workers I internationalion Established by the organization, the award scholarship Fund I 1995 supports a pilot in training for a career in Established in memory of a local union aviation, aviation education or airportman member's daughter killed in the r995 bomb agement. Fund balance as ofJune 30, 2004 ing of the Murrah Federal Building and was $27,646. awarded to a dependent of the local union. Fund balance as ofJune 30, 2004 was Virgil & pauline jacksonScholarship Fund $49,834. for langston University I 1998 Established by Mrs.Jackson and awarded to Wann and Clara langston a full-time student at Langston majoring in Scholarship fund I 1978 education. Fund bala nee as ofJune 30, 2004 Established th rough a bequest, the scholar was $85,697. ship supports the Oklahoma City Community Foundation Nurse Education Program and William m &Janel S.Johnson a graduate scholarship at the University of Scholarship Fund I 1 987 Oklahoma School of Nursing. Fund balance Established through bequests from Mr. and as ofJune 30, 2004 was $n2,479. Mrs.Johnson to p1·ovide opportunities for Minco High School graduates and for nurs Langston universityScholarships ing students in Oklahoma. Additional awards Rachel Starks Durham I 2 O O 2 are made through the New Opportunities Established by Langston University. Fund Scholarship Program. Fund balance as of balance as ofJune 30. 2004 was $15,559. June 30, 2004 was $2,722,350. HelenAlineJohnson I 1998 jones High School Established by the university to honor a Scholarship fund I 2000 longtime employee. Fund balance as of Established by community volunteers in June 30, 2004 was $17,998. Jones, scholarships are awarded based on extracu rricu la r activities, academics and Al Bert Prewitt Sr. & Audrey educational goals. Fund balance as of Monroe Prewitt Endowment I '200'2 June 30, 2004 was $36,422. Established by the university in recognition of the Prewitts. fund balance as ofJune 30, dorothy Detrick Kendall Piano scholarship1p 2004 was $16,561. award - university of Oklahoma School of music I 1995 Baxter L. Tilford I '2 0 0 2 Established by Mrs. Kendall's fam ily. the Established by the university to honor an award is made through the School of Music outstanding alumnus, the fund supports at the University of Oklahoma. Fund balance scholarships in chemistry, biology and as ofJune 30, 2004 was $122,141. mathematics. Fund balance as ofJune 30, 2004 was $26,054.

68 scholarship &:Award Fund, I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004- Annual Report name I year or initial giftI

- ~ deborah R. & wayne A . parker Scholarship Fund I 1970 Established by Mr. Parker in memory of '! '. -·-c c-4,i~·-:.... his wife, the fund supports the Oklahoma A lbert & Freda

' ' Ma rottek Youth with Promise and the Oklahoma C ity " . ,, Community Foundation Scholars programs. Fund balance as ofJune 30, 2004 was \ .; $135,593.

albert & Freda Marottek Pi Beta Phi Alumnae Club scholarship Fund I 1 998 Scho larsh ip Fund I 1990 Established by Mr. Marottek's wife. the Established by the Oklahoma City area a lum tuition assistance scholarship is awarded to nae club, three scholarships are awarded to families whose children attend St. James Oklahoma City area students who are active Elementary School. Fund balance as of Pi Bela Phi m e mbers at the University of June 30, 2004 was $8,722. O klahoma or Oklahoma State University. Fund balance as ofJune 30, 2004 was celebrating Frank A. McPherson community $99,039, Foundation Scholar Award I 1998 Established by the Oklahoma City Pi lot Club scholarshipip r u nd I 1 9 s 5 Community Foundation in honor of a past Established by the Oklahoma City affili Trustee, the award is made to a Community ate Pilot International. the fund supports a - 1993- Foundation Scholar. Fund balance as of scholarsh ip at the University of Oklahoma June 30, 2004 was $19,331, Health Sciences Center. Fund balance as ofJune 30, 2004 was $9,998. since l 960, the everett foundation

Dr. Gary m moore Dance & arts ha.. been 11 source ofsupport forthe management scholarship Fund I 1999 arts in oklahoma through schol- Established by Dr. Moore and provides an award to a student studying dance or arts arships and awards of excellence management at Oklahoma City University. ancl sponsorship of performances. Floy I. pinkerton Fund balance as ofJune 30, 2004 was the founder D,. mark Allen $92.244. everett transferred the assets ofthe Oklahoma Engi neering Fou foundation foundation to the Oklahoma city Scholarship Fund I 2000 community foundation ,n 1993. Established by the Oklahoma Society of Floy I. Pi nkerton Vocal dr everett a pas chairman of the Professional Engineers, awards a;re m ade musi scholarship I ·2 o O ·1 Department of dermatology at the each year to high school seniors pursuing Established by Smith & Kernke Funeral an enginee1·ing degree. Fund balance as Home and the Kernke family to perpetuate universityof Oklahoma college of ofJ une 30, 2004 was $127,121. M rs. Pinkerton's love of music, the scholar medicine has utilized the family ship benefits a music student en rolled al affiliatedFund to continuesupport OSU-Agricultural education Oklahoma City University. Fund balance for theart, and education Scholarship Fund I 2000 as ofJune 30, 2004 was $9,962. Provides financial assistance lo students pur suing a degree in agricultural education at larry W. Roach Leadership award I 2002 Oklahoma State University. Fund balance Established in honor of a retired corporate as ofJune 30, 2004 was $143,761. senior vice president of The Benham Group, the scholarship rewards g1·aduates of Midwest Oklahom a Youth Wit h Promise City High School and Carl A lbert High Scholarsh ip fu n d I 1991 6 School. Fund balance as ofJune 30, 2004 Provides scholarships to students who gradu was $22,357. ated from high school while in foster care or other licensed placement. The fund was established by the Nichols H ills Plaza Scholarship Foundation and added to by man y donors. Fund balance as ofJune 30. 2004 was $n6, 150.

2004, Annual Repo1t I OKLAHOMA CITY COMMUNITY FOUNDATION I scholarship & award fundsFunds 69 name I YEAR OF JNI I initialGIFI

mary baker rumsey volunteer award survivors'Education fund I 1995 junior league of oklahomacity I 1 992 Established to assist with scholarships for Established by Mrs. Rumsey's son Joe, t he higher education or vocational training for fund suppor ts an ann ual award to ajunior dependent children whose parents were League sustainin g member for lifetime ser killed or permanently disabled in the 1995 vice to the community. Fund balance bombing of the Murrah Federal Building and as ofJune 30, 2004 was $55,249. the children in the building's day care center who survived t.he blast. T he Oklahoma City mary & spencer Sessions Community Foundation coordinates schol teaching Award I 1989 arship activities and supports other needs for Established in memory of the Sessions by these children and their families. T his fund their sons, an award is made to an outstand is part of the Oklahoma City Disaster Relief ing teacher in the G u thrie Public Schools Fu nd. each year. Fund balance as ofJune 30, 2004 was $28, c34. Troop 193 Leadership scholarship I 2004 Establ is bed to further the ideals of scout friends of kim jones-shelton ing, applications are open lo all graduating scholarship Fund I l999 seniors al Casady School who remain active Established in mem ory of Ms. Jones-Shelton in Scouting and Campfire and have achieved and her service to the community and dedi the highest possible rank. Fund balance as cation to young people. Fund balance as ofJune 30, 2004 was $26,806. ofJune 30, 2004 was $15 .1 46. Marie Welch Scholanhip Fund - Lorene sherman 1.1.A.0. Insurance foundation I 1992 memorial scholarship fund I 2001 Establ.ished to honor the first female Established through a bequest in Mrs. president o f the American Association of Sherman's will, the fund awards a tuition Managing General Agents, the fund awards assistance scholarship to benefit students scholarships to college students who hav·e attending St. James School. Fund balance chosen insurance as their major field. Fund as ofJune 30, 2004 was $26.285. balance as ofJune 30, 2004 was $72,l29.

Willie elizabeth Shipley western Oklahoma Building Trades Schola rship Fund I 1981 Scholarship Fund I 1997 Established by a bequest in Miss Shipley's Established to support scholarships to depen will. awards from the fund are made th rough dents of union members and others inter the Oklahoma Youth with Promise program. ested in the future of union activities. Fund Fund balance as ofJ une 30, 2004 balance as ofJune 30, 2004 was $18,950. was $443,874. Deral E. Willi~ Scholarship Fund I 2000 Rob.:,·1 V. Smith Established by Mr. Willis' wife in his memory, memorial Scholarship Fund I 1999 the fund benefits graduates of Sentinel. EsLablished by his family in memory of a Okla., High School who demonstrate aca longtime employee of the U.S. Veteran's demic excellence and -financial need. Administration, the scholarship is awarded Fund balance as ofJ une 30, 2004 to a graduate of John Marshall H igh School. was $c8,366. Fund balance as ofJ une 30, 2004 was $21,962. Will Rogers air National Guard Scholarship Fund I 1998 Pete & Lela stavros Supports educational awards from this scholarshipFund I 2002 National Guard retirees' association, also Eslablished by the stavros t.o assist relatives called the "Cray Eagles." Fund balance of O klahom a State Fi re fighters Assoc.iation as ofJune 30, 2004 was $43,094. members who attend college. Fund balance as ofJ une 30, 2004 was $34,308.

70 scholarship & award funds I OKLAHOMA CITY COMMUNIT Y FOUNDATION I 2004,Annual Report NAME j YEAR CJF initial gift

Florence Wi Ison voice awards I I 9 1990 Established by Mrs. Wilson to support awards to participants in a voice competition con ducted by the Women's Committee of the Oklahoma Symphony. later the Oklahoma C ity Orchestra League. Fund balance as of June 30, 2004 was $83,807 .

.James m wilson

celebrating james M. Wilson scholarship fund 2003 Established by Mr. Wilson's family, the scholarship encourages graduates of Boswell, Okla., High School to pursue post high -1994- school education. Fund balance as of June 30, 2004 was $1I,553. when the assets of the Deer

Tracy Wilson memorial creek community enrichment Scholarship Fund I 1998 foundation Designated fund were Established by Ken and thala Wilson in converted into an affiliated Fund. me mory of their son, the scholarship pro a move that required a minimu vides tuition assistance to students at St. James catholic School where T racy attend nf $500,000 ut that time ,t ed. Fund balance as ofJun e 30, 2004 was initated the first affiliated Fund $21.298. to benefit II public school foundation the fund hadgrown thanksto the support vj patrons fundraising effort., by the school and challenge PFC anthony Adam landers matches from \fr. kirkpatrick

"zero to hero" PFC anthony Adam landers scholarship Fund 2003 Established in memory of PFC Anthony Adam Landers by his mother, the scholarship provides assistance for young adults I iving in Oklahoma City or McKinney, Texas who qualify for specific career training through Armed Services Vocational Battery. Fund balance as ofJune 30, 2004 was $10,770.

2004 AnnualReport I OKLAHOMA CITY COMMUNITY FOUNDATION I scholarship & award funds 7 1 In 1970, one donor made a single gift to establish the first agencyendowment fund at the Oklahoma city community Foundation. That gift was the stort of what has AGENCY grown to be the largest agenry endowment program in the United States. today the END OWMENT FUNDS Oklahoma city community Foundation manages $110.4 million for more than 250 -~ - nonprofit organi<:ations who participate in our agency Endowment Fund Program.

An endowment fund is important because development assistance it provides a perpetual stream of annual We promote the agency endowment funds income. [o 2004, the nonprofit organi in a variety of ways to donors as well as work zations with an agency endowment fund with the nonprofit organizations' staff and received a total of $3.8 million in earnings. board to assist with their fund develop- This is income the organizations can rely ment efforts. Through the Planned Giving upon every year to help with current needs Partnership, our staff works directly with an as well as future operating expenses. At che organization to develop a long- range market Oklahoma City Community Foundation, a ing and implementation plan that encou rages permanent endowment fund is invested to planned gifts. We also make it easy and con provide long-term support for a charitable ven ient for donors to contribute to the agency purpose. But we know that endowments are funds year round on our web site where more than money. They represent the chari donors can make gifts to any agency endow table wishes of donors who want their support ment fund on line using a major credit car d. to continue.

Below is a brief summary of the services administrative AND support services we p r ovide thr ough the Agency Endowment We provide all accounting and reporting ser Fund Program. For more infor mation, vices for each agency endowment fund and please visit www.occf.org o r contact Gayle for each major donor. All contributions are Farley at 405/ 235-5603 or [email protected]. acknowledged and we help facilitate non - cash gifts such as stocks or other securities. We endowment specific investment also provide agency endowment funds access and distribution policies to DonorCe ntral, a conven.ient on line Our investment and distribution policies fund reporting system. are designed to provide the greatest long

term benefit for the charitable purposesThe grants and program assistance l investment policy emphasizes both capital Through I he Agency Capacity Building pro preservation and long-term g1·owt h while our gram, we provide grant opportunities, train annual cash distributions from the endow ing programs, free networking luncheons ment funds are based on a spending rule that and other technical assistance. For more calls for dist ributing 5 percent of the market information on this program, please seepages 100- 102. value of the fund averaged over the previous In addition, all agency endowment funds are 8 quarters. Please visit www.occf.org for profiled at www.occf.org through Central detailed information on the i nvestmenl and Oklahoma Charities, the region's most com d istribution policies. prehensive online nonpr ofit directory.

72 agencyendowment funds I OKLAHOMA CITY COMMUNITY FOU NDATION I 2004 annual Report A RTS & CU LTU RE name ESTABLISH ED FY 2004 G I FTS BALA NCE. 6 . 30. 04

Ambassadors' Concert Choir 1990 $ 25 $ 123,506 Arts Council of Oklahoma City 1977 675 I 59, 821 Ballet Oklahoma 1975 300 193,002 Canterbury Choral Society 1982 1,525 186.976 Chamber Music in Oklahoma 1 993 158,077 - Berrien Kinnard Upshaw Fund 1974 50,366 Cimarron Circuit Opera Company 1983 125,736 City Arts Center 1989 1,700 1,486,208 Civic Music Association 1989 197,190

Fine Arts l nstitute of Edmond 1989 1,000 1 03.5 14 Guy fraser Harrison Academy C [ celebrating for I he Performing A rts 19 9 7 25 59 , 222 Individual A rt ists of Oklahoma -

Lindajaeger Memorial F und 1998 44, 385 International Photography -r994- Hall of fame & Museum 1982 415,166

J acobson Foundation 19 94 100 6 6 , 3'.3 8 the afterschool Options (ASO) Ladies Music C lub of Oklahoma City 1 997 43,626 Program was the first major fo Lyric T heatre of Oklahoma 19 71 200 359,564 cus program area initiated - Curt Schwartz Scholarsh ip Fund 1 9 8 6 89,609 by the Oklahoma city community Melton Art Reference Library 1 994 53,087 Jasmine Moran Children's Museum 19 93 90,393 foundation trustees 111 response

OK Chorale 2002 1,398 23,789 to u community-wide need for Oklahoma A rts l nstitute 1 978 1 , 200 223,492 positive activities for youth during Oklahoma Children's Theatre 1 978 1 ,600 75,2 10 non-school hours throughout 1/1 Oklaho ma City Art Museum nine-year existence ASO served as

-Acquisitions Fund 1993 21,909 a catalyst in bringing together civic - James & virginia Meade fund 19 99 30,030 religious and government entites lcl Oklahoma City Orchestra League 1984 31,683 361,796 addressthis need and create pro Oklahoma Community Theatre Association 1986 17.81 4 grams that existtoday The trustees - Lil Wi lliams Festival Fund 2000 19 , 184 committed nearly $1 million ,n Oklahoma Museums Association [994 7 , 665 71,246 grant fund ing and staff support to Oklahoma Shakespeare in the Park 1989 64, 410 ward the successofaso Oklahoma Visual Arts Coalition 1998 39.94-1 Oklahoma Youth Symphony 1996 26,730 Paseo Artists Association 19 92 64,357 Prairie Dance Theatre 1 979 100 1 0),884

Red Eart h 19 83 180.289 - Kathleen Upshaw fund 19 94 l 6 , 725

COMMUN I TY DEVELOPMENT

Association of Fundraising Professionals 2 0 OJ $ $ 20,528 Center for nonprofits 19 93 1 32 . 661 Executive Women Internat ional 1 982 1,000 136,080

2004 .AnnualR eport I OKLAHOMA CITY COMMUNITY FOUNDATION I agency endowment Fund, 73 AGENCY ENDOWMENT fund STORY

Oklahoma City G eological Foundation

. . • ,· - •il The Oklahoma Ciry Geological Foundation works to ensure the vitality of the science ofgeology and to support 111" the Oklahoma city Geological society and Library . li9fiJ ~ . ·. . . . . --~ .. -('.'• . . Created i'n 1993 a group of local geologists the foundation funds annualrual scholarships to under graduate and graduate students attending primarily '. ...• Oklahoma colleges offering geoscience programs . ~~ - ... ·,a. -~ -- The-. foundation---- funds- science:· .. .• fair awards . pre-college students throughout oklahoma who demonstrate an interestingeosciences 1a recognition awards are also given to high school , teachers. the foundation provides support for . ,- _· _ various financial equipmentand computer needs of the oklahoma city geological society

C OMMUNITY DEVELO PMENT continued

NAME ES1 established fyY 2004 gift balance F 6.30.04

Jewish Federation of Greater Oklahoma City 1978 $ 25 $ 244,643 Junior Hospitality Club 1980 18 3, 51 I Junior League of Oklahoma City 1977 244,077 Kiwanis Club Special Activities Fund 2000 5 9,95 9 League of Women Voters of Oklahoma 19 99 700 40,582 Legal A id Services of Oklahoma - Judge Eugene H Mathews Fund I 9 98 2 .1 00 39,397 National Society of Colonial Dames

of America in Oklahoma 1979 194,764

T he N inety-Nines 1990 80,864 Oklahoma City All Sports Scholarship Relief Fund 1995 46 . 696 Oklahoma City Crimestoppers 1983 82,157 Oklahoma County Bar Foundation 199 6 5,925 139.45 9 Oklahoma Lions Service Foundation 1992 325 162.529 Redbud Foundation 2000 34,904

74 agencyendowment Fund, I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004 annual Report COM M UNITY DEVEL O PMENT continued

established FY2004 01 gifts BA I balance6.30.04

Rotary Foundation of Oklahoma City 1993 $ 300 $ 2 19,320 U.S. Navy-EGA Squadron I Tinker AFB 19 84 55,875 U.S.S. Oklahoma City 19 92 65,339 Women of the South 2002 20, 795

E D UCATION I COMMUNITY

Friends of the Metropolitan Library System 1983 $ $ 118,338 Friends of the Norman Public Library 2002 3 I , 399 humanities in Oklahoma I 1994 153,920 Institute of International Education 19 87 208,489 - Colin and B,·ook Lee Fund 1991 84,096 CE LEB RAT I NG -alice Pratt Internship Fund 1987 163,850 Library Endowment Trust 19 91 I, 16 5 l92,898 O klahoma City literacy Council 1989 21 , 729 Oklahomans for Special Library Services 1997 246,080 -1995- Payne 'Education Center 19 8 7 140,224 John and eleanor Kirkpatrick E D UCATION I PRE-K-12 provided the oklahoma city community foundation with the Calumet School foundation 2003 $ 20 , 000 $ 20,644 gift of a building for its headquar Casady School 1977 1,100 209, 707 ters the former kirkpatrick Oil - Carolyn Young Hodnell Scholarship 1998 1 97,472 company location at I 300 N. - Jane B. McMillin Memorial Fund 1997 750 49,630 broadway drive TI1e - Records Family Scholarship 1999 50,000 507,008 move not to - Scholarships I 9 91 1,475 171.398 only symbolized a return the CELEBRATIONS! Educational Services 1977 100 126,450 original home for the Oklahoma Christ the King Catholic School 199 9 1.050 39,657 city community Foundation but -James C. & Virginia W. Meade Fund 1997 32,695 also the important leadership role Edmond Public Schools Foundation 19 89 186,810 the organization had within the Erna K rouch Preschool 19 79 50 60. 779 community The new space pro Bishop McGuinness Catholic H igh School 19 85 100 1 72,829 vided an increase in meeting space. Midwest City - Del City Public accessibkeparking and the ability

Schools Foundation 2000 50, 000 221,654 to expand services /11 donors and Moore Public Schools Foundation nonprofiu. for Academic Excellence 20010 0 I 45, 000 133,265 Mount Saint Mary High School 1983 710 148,550 - Tom Swyden Fund 1998 15 ,618 Oklahoma City Public Schools Foundation 1977 5,875 204,939 Oklahoma Foundation for Excellence 19 88 154,304

O klahoma School of Science & Mathematics 1990 l O 0 276,684

Positive Tomorrows 1997 I , 760 353,019 Putnam City Public Schools Foundation 1992 451 , 317 Rosary Catholic School 1996 900 99, 237 Sacred Heart catholic School of El Reno 2000 134,086

2004 annual Report I OKLAHOMA CITY COMMUNITY FOUNDATION I agency Endowment Fund, 75 AGENCY EN endowment F U ND STORY

Oklahoma Physical Therapy Foundation \·

The Oklahoma physical Therapy Foundation provides education, research and public service for the state's p1:Jsical therapy community

EDUCATTON I PRE-K-12 continued

NAME. established fy 2004 gifts balance 6.30.04

St. Charles Borromeo Catholic School 1998 $ 3 ,163 $ 56,508 St. Elizabeth Ann Seton Catholic School 1 997 58,954 St. J ames Catholic School 199 I 222 ,8 28 St.John Christian Heritage Academy Waltine L. Jackson Fund 1996 1, 186 102,263 St.J ohn's Episcopal School 1963 158,992 - Calvin and Peola battle Scholarship 1997 9 . 319 - Edward Wade dalton Memorial Fund 199 7 13 , 316

- Sherry Rowan Scholarsh ip 1999 5,924 St. Mary's Episcopal School of Edmond 1994 650 57,744 Specia I Ca care 19 8 6 900 59,962 Trinity School 198 9 96, 16 1 Vi Ila Ter esa School 1987 102,195 Westminster School 1975 5,250 409,008

76 agency endowment Funds I OKLAHOMA CITY COMMUNITY FOUNDATION 2004 annual report E D UCATION college ANO VO CATTONAL

established FY 2004 GIFTS BALANCE 6 . 30,04

Hillel Foundation I University of Oklahoma 1982 $ 26,802 $ 360 . 659 - John Horwitz Memorial Library Fund 2004 19,307 18,943 - Louis Berlowitz Lodge Fund 2004 5. 5 9 5 5,487 Langston university 1 985 1 1,771 674,938 - Kirkpatrick Scholarship 1996 576 56 .421 Oklahoma Baptist University 1984 151 , 261 - Business Program 1980 127, 572 - Hobbs Lectureship 1979 211,842 - James Hurley Professorship 1998 5,000 65,044 - Scholarships 1 982 85. I 86 Oklahoma Christian University 1971 12,000 795,318 celebrating Oklahoma City Community College 1 983 190.935 Oklahoma City University 1 9 7 I 1,400 2 , 236 , 479

- Benham Professorship 1 974 1 60,584

- Film Institute 19 9 8 23,863

- Fine Arts Department l 9 7 8 97,131 -1995 - - Law School Dea dean'sFund 19 76 785 200,324

- Law School Seminar Fund l9 97 190,388 April 19. 1995 is a date of sig- - Petree School of Music 2001 102,025 111,528 nificant impact on our community -Societies Fund 19 91 83,779 Not only were 168 lives lost that Oklahoma State University I School of Civil & day but the murrah Federal Environmental Engineering 1 998 37,295 Building bombing left behind nearly Oklahoma state University I Oklahoma City 1989 101,472 3. 000 survivors our community 's - Horticulture Center 1983 221,354 tragedy became the nation 's tragedy - Rumsey Carden 1988 89,048 and contributions of support im Opportunities industrialization Center 19 7 9 I , 000 251,973 mediately poured on because of Redlands Community College an existingrelationship With 200 - Tommy Pinkston Family 2000 43,480 are nonprofit organizations Memorial Scholarship the oklahoma city community Southern Nazarene universit Scholarship 2001 l 9,332 foundation was able to take u lead St. Gregory's University role in the community's reponse - Scholarships for Women 1 979 375 1 1 9,055 nearly IO10 yearslater wecontinue - Vogt Fund 19 9 7 23,037 to administer the oklahoma city Francis tuttle Vo-Tech Founda.tion 1993 1 5 , 100 180.208 disaster relief fund that provides united States Air Force Academy ongoing assistance /11 a number of - John£. Kirkpatrick Fund 19 78 353.895 United States Military Academy the survivors

- John E. Kirkpatrick fund 1 979 354.046 United States Naval Academy

- John E. Kirkpatrick Fund 1978 353,901 University of Central Oklahoma

-Fine Arts Department 19 92 100 89,435 - Kirkpatrick Service Awards 19 96 369,324

- Melton Legacy Collection Fund 2002 1,000 48,717 - Nursing Scholarship 199 6 26,611

2004 annual Report I OKLAHOMA CITY COMMUNITY FOUNDATION I agency endowment funds 77 agency endowment FUND STORY

Prevent Blindness Oklahoma

Founded in 1965, Prevent Blindness Oklahoma works to prevent blindness through public and professional educa tion, direct community services and research.

the organization provides sight-saving programs· in all 77 oklahoma counties through a statewide network of dedicated staff ,and volunteers programs include vision screenings eye healih and safety education programs plus an informa tion and referral service. the children's Vision screening program is the coi·nerstcine of Prevent blindness oklahoma since the organization's inception ,it· has continued to provide vision screenings for children at preschools. day care • - . • .· - • . ,centers·, head start centers and elementary - • .._ • - - - _ - • - - -. ,.

EDUCATION I COLLEGE AND VOCATIONAL continued

NAME established FY 2004 GIFTS balance 6.30.04

Unive rsity of Central Oklahoma Department of History and Geography I Diane Neal Kremm Fund 2000 $ $ 28 . 893 University of O klahoma Norman Campus - Bizzell Memorial Library 1979 1 57.825 - Bizzell Memorial Library I Mark Everett Fund 1 983 25,351 - J erry Cooper Marching Band Scholarship 1991 49,083 - fredJonesjr. Museum of Art 19 93 192,730 - Naval ROTC 1988 107,489 University of Oklahoma Health Sciences Center Campus - Robert M. Bird Socie ty 1988 118 . 4 4 0 - Medical College Alumni Association Resear ch Fu fund 1986 24 . 888 - Watson Scholarship 1979 2 1 , 925

78 agencyendowment Funds I OKLAHOMA CITY COMMUN ITY FOUNDATION I 2004 Annual Report EL DERLY name ESTA establishedED FY 2004 G I FTS balance 6.30. 04

Areawide Aging agency 1992 $ $ 96,959 Baptist Retirement Center 1982 1 53,628 Daily Living Centers 19 78 294.129 Edmond Senior Community Foundation 2002 15,000 38,251 Foundation for Senior Citizens 1975 100 60,244 Mayfair Center 1992 300 67,856 Oklahoma County Senior Nutrition Program 1992 l, 000 40,368 retired & Senior Volunteer Program

of Central Oklahoma I RSVP 19 8 5 100 84,577

E N V IRONM ENT & AN I MALS celebrating

Free to Live 1992 $ 300 $ 249,422 Friends of Martin Park Nature Center 1998 625 44,798 Greater Oklahoma City Tree Bank Foundauon 1990 I , 050 105,379 Morris Animal Foundation 1996 100 55,095 - 1997 - Myriad Gardens Foundation 1987 725 118,831

The Nature Conservancy I Oklahoma Chapter 1993 239.295 the trustees began u long range Oklahoma C ity Beautiful 1971 2,000 166,157 planning process the endof Morris Tucker Award 1996 42,583 at fiscal year 1997 to look at how - Wildnowers Fund 1993 42,712 to better respond to change within Oklahoma City geological Foundation 2004 12 ,000 12,000 tlie community amongthe results Oklahoma Horticultural Society 1989 250 73,417 of the planning processincluded Oklahoma Zoologica I Society 19 7 1 4-,000 577,625 added staff furtherurth,,, development of exisitingprograms and acomplete

H EALTH restructuring of the governance and investment function and Alzheimers Association 2003 $ 20,025 $ 21.898 the adoption of new articles American Cancer Society 1 975 200 1 65,266 incorporation and bylaws American Diabetes Association 1977 50,270 of American LungAssocia1ion of Oklahoma 1994 8,246 A,·thritis foundation I Oklahoma Chapter 1992 350 98,973 The Children's Center 1996 10,476 197,077 C hildren's Medical Research Institute 1985 186,179 Community Health center I Mary Mahoney Memorial Health Cente1· 19 99 500 68 , 004 Deaconess Hospital Foundat ioo 1975 1,000 2 53, 17 I

- Pregnancy and Adoption Services 1975 159,862 Epi lepsy Association of Oklahoma 1 9 8 1 3 , 140 11 0, J 64 integris Baptist Medical Center of Oklahoma 1973 693,283 - Baptist Burn Center 1979 428.538 - James L. H a ll , Jr. Center for Mind. Body&. Spirit 19 99 I, 500 85,067 lntegris Southwest Medical Center Foundation 1977 47,437 The Leukemia & Lymphoma Society 1999 22,340

2004, Annual Report I OKLAHOMA CITY COMMUNITY foundation I agency endowment funds 79 HEALTH continued

NAME established by 2004 01 giftsS balance 6.30.04

Dean A. McGee Eye Institute 1972 $ $ 255 . 723 Me,·cy Health Center 1971 500 224,046 National Multiple Scler osis I Oklahoma Chaplet· 2000 17. 749 Oklahaven Children's Chiropractic Center 1999 26,908 Oklahoma Children's Health Foundation

Camp Cavett 2001 32,500 65,536 Oklahoma Lupus Association 1995 28,753 Oklahoma Medical Research Foundation 1983 100 313,389

- D. Allan & Dorothy 8. Harmon Memorial Fund 2000 8 1 ,597

- Fleming Scholarship 1987 488 , 891 - Research Fund 1986 10 20,156 Oklahoma Physical Therapy Foundation 2004 20,000 20 . 000 Planned Parenthood of Central Oklahoma 1982 500 214,819 Prevent Blindness Oklahoma 2004 20,000 I 9,769 referral Center for Alcohol a nd Drug Services 1992 87,921

80 agency endowment funds I OKLAH OMA CITY COMMUNITY FOUNDATION I 2004- Annual Report HEALTH continued name established FY '200 1 gifts balance 6.30./,)d

St. anthony Hospital Foundation 19 73 $ $ 330,273 -Dr. E. E. kirkpatrick Dental Clinic 19 89 129, 198 Southeast Area Health Center 1985 68 , 899 United Cerebral Palsy 1988 63,652 variety Health Center 1989 2 , 300 208,047

H I STORY

45th Infantry Division Museum 1984 $ 11,050 $ 154 , 032

A rcadia historical & Preservation Society l 993 1,731 20,012

C leveland County Historical Society 2004 20,000 20,301 celebrating Edmond Historical Society 1 999 2,820 38,608 WiJliam Fremont Harn Gardens and Homestead 1987 1,600 833, 191 - 1889er's Fund 1998 l O, 4 74

Oklahoma ArcheoJogical Survey 1995 50 18,846 Oklahoma City I County historical Society 1979 2 ,348 144,215 -1997- Oklahoma Heritage Association 1978 600 I 62,116 - gary& Elizabeth Huckabay Scholarship 2000 17,331 the oklahoma city community - Scholarship Fund 200 L ]63,217 foundation entered the internet Oklahoma Historical Society 1974 415,212 world with the launch of its web Friends of the Oklahoma Historical site www. occf.org this initialsite Society Archives 1998 l, 200 37,823 provided key contact information O klahoma Railway Museum 2004 20,000 19 ,990 as well as details ubout our pro- Oklahoma State firefighters Museum I OSFA 1999 50,829 grams and fund options the site Overholser Mansion 1 978 121,524' wasupgraded significantly in 1999 - Diane Gumcrson Memorial Fund 1996 5,334 and again in 2004 todau the web Preservation Oklahoma 2002 16 , 560 21, I 69 site serves as u major source of in stillwater Museum association I formation dor donors nonprofit Sheerar Museum fund 2000 18 ,450 organizations and professional westerners I nternat ional 1988 45,000 14 1 ,641 advisors

NEIGHBORHOOD A S S O C I ATION S

Capitol View Neighborhood association 2002 $ 150 $ 34 , 823 Crown Heights I Edgemere Heights Neighborhood Association 1 994 7,850 126, 4 91 Edgemere Pa,·k Preservations Area 2002 21,943 28,648 HisLOric Brookhaven

Neighborhood Association I 9 92 80,340

Mesta Park Neighborhood Association 2003 17,325 22,758 Neighborhood Alliance of Oklahoma City 19 9 6 96,766 Oklahoma City housing Services

Redevelopment Corp. (Positively Paseo) 200 1 171,667 Putnam Heights Preservation Area I

Anderson Family Endowment 2000 500 61.477 shartel Boulevard Development Authority 2003 3,025 27,354

2004 Annual Report I OKLAHOMA CITY community foundation I agencyendowment funds 81 AGENCY E:S:DOWMENT FUND STORY

Preservation Oklahoma

Preservation Oklahoma Inc. works to advance the preser vation of Oklahoma's heritage and historic places through advocay education. financial resource networking and technical assistance.

Established iri 1992 preservation Oklahoma is an advocacy group that works with Oklahoma citizens ,to provide the necessaryinformation or. to assist in locating additional resources for assistance·in relationion to .preserving the state's heritage. Preservation.Oklahoma has played arole in the preservation of landmarks across the state including several· in oklahoma City: Overholser Mansion. which serves as the organization's headquarters, and the Gold Dome.

RELIGIOUS ORGANIZATI ONS

NAME ESTABLISHED FY 2004 GIFTS BALANCE 6.30.04

A ll Souls' Episcopal Church 2003 $ 194,770 $ 201 , 762 - Music Fund 2004 11 , 114 l O, 9 42 Temple B'nai Israel Cen tennial Fund 2003 22.893

SOCIAL SERVICES

A Chance to Change 1982 $ 2. 4 50 $ 136 . 814 Aid for Individual Development I 98 1 170,234

American Red Cross of Central Oklahoma 1979 690 191,277 Catholic Charities of the A rchdiocese

of Oklahoma C ity 1988 100 129,41 1 Central Oklahoma Association for the Deaf & Hard of Hearing 1987 48,392 Cerebral Palsy & Handicapped of Oklahoma 1979 43,458 CARe Child Abuse Response and Evaluation Center 1982 200 72.820

82 agency Endowment funds I oklahoma C ITY COMMUNITY FOUNDATJON I 2004 Annual Report SOCIAL S ERVIC E S conitnued

NAME. established FY 2 0 04 gifts BA LANCE 6.30.04

Citizens Caring for Children 1988 $ 100 $ 87,829

- Scholarship Program J991 2,500 136,948

City Rescue Mission 1999 450 42,105 Coffee Creek Riding Center 1 994 400 26,224 Consumer Credit Counseling Service

of Central Oklahoma 1 999 22 ,41 l

Contact Crisis H elpline 1986 3, l 00 187,271

Drug Recovery, Inc. 2003 20,400 20,895

Easter Seals of Oklahoma 1988 1 23,636

TEEM - The Education and Employment Ministry 1994 I , 9 0 0 186 , 936

EA R C - Employment & Residential Centers 2003 24,071 celebrating Exchange Club Center for the Prevention

of Child Abuse 1993 250 1 16,737 Firstep I OKC Metro A lliance 1992 600 390,153 Genesis Project 1983 200 89 , 717 - 1998 - Infant Crisis Services 1986 4 , 443 160, 166 Jesus House 199 I 970 t 36,830 Make-A-Wish Foundation of Oklahoma 1997 900 8 I ,626 the Trustees launched a new initia- Make Ptomises Happen I tive 111 1998 that continuestoday Central Oklahoma C hristian Camp 1997 1.30 0 79, 997 new opportunities A scholarship McCall's C hapel School 1999 60,000 278,051 and guidance Network brings Meadows Center for Opportunity I 987 500 189,485 together high school guidance Mental Health Assodation in Oklahoma County 1984 140 95, I 26 counselorsto enhance theirknowl- Neighbor For Neighbor of Oklahoma City 1973 250 3 41,894 edge of opportunities /or graduating Neighborhood Services organization 1982 196,382 seniors Ttoday the program operates Oklahoma Foundation fo1· the Disabled 1973 92, 4,11 the guidance counselor network Oklahoma Foundation for the Education and is responsible for more than of Blind Children and Youth 1998 IO 0 4'2 ,465 $353.oou awarded each year Oklahoma Goodwill Industries 19 7 9 71,600 385,739 through fivescholarship areas Oklahoma Halfway House 197 1 [44,129 O klahoma League for the Blind 1999 46,285 Presbyterian Urban Mission 1978 5,076 1 79,549 Rainbow Fleel 1979 IO 0 122,444 Rebuilding Together - Chrisl mas in April 2002 I. 0 0 0 33 .012 Regional Food Bank of Oklahoma 1985 398 175.925 Da le Rogers Training Center 1978 290.0 14

T he Salvation. Army I 97 1 1. 19 0 302, 154 Scope Ministries I nternat·ional 1982 112,394

Skyline Urban Ministry 1992 3,825 247,676 Special Olympics Oklahoma 2001 I 00 24,359 Speck Homes 1974 652,650 Sunbeam Family Services 197 1 235,183 Traveler's aid Society 1983 2,000 83,83 1 United Methodist Boys Ranch 1996 625 45,043 United Way of Metro Oklahoma City 1979 145 204,665

2004-Annuol Report I 0 .KLAHOMA CITY COM MUNITY FOUNDATION I agency endowment funds 83 AGENCY endowment FU ND STORY Mesta Park N eighborhoo d A ssociat ion

Mesta Park Neighborhood Association represents the residents who live in one of nine inner-city neighborhoods designated by the city of Oklahoma city as Historic Preservation districts.

the neighborhood association embraces the rich diversity its residents that span all socio-economic levels, race, national origins and religions: The neighborgood is located between northwest15th ' - - • . . street and northwest 23rd street between western avenue and walker avenue including northwest 15th street and northwest 16th street .between -. walker and robinson the associationcooi·dinates annual neighborhood and community activities including a holiday home tour and Mesta festa a fall celebration featuring live entertainment food. -. vendors-,..,._ and children's. . activities -----

S O C IAL S E RV IC E S continued

NAME ESTA establishedED FY 2004 GIFTS BA LANCE 6.30.04

Urban League of G reater Oklahoma City I 988 $ 50 $ 54.440 Willow Springs Boys Ranch I 999 I 00 29,775 Work Activity Cen ter 1993 100 489. 698

World Neighbors 1971 I~ 550 800,665

Youth Services fo,· O k lahoma County 1980 1. 500 164.0 27 YWCA of Oklahoma City 197 1 250 118,076

YOUTH

Big brothers Big Sisters

of Greater O k lah oma City 1983 $ $ 159,693 Boy Scouts of America I Last frontier Council 19 72 8,025 487,021 Boys & Girls C lub of Oklahoma County 2002 36,678 Camp Fire Boys & Girls 1973 500 255,854

Fellowship of Christian Athletes 1976 1.000 193.856

- Stephen B. Payn e Scholarship 1976 124,125

84 agency Endowment funds I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004-Annual Report Y O U TH continued

NAME established F Y 2004 GI gifts BA LANCE 6.30. 04

Girl Scouts I Red Lands Council 1978 $ $ 150 , 044 Junior Achievement of Greater Oklahoma City 1977 500 135,170 kerr-mcgee Swim Club 1988 9,785 l\5,820 Oklahoma City PoliceAthleiic League l 9 94 50 47.796 Oklahoma FFA Foundation 2000 25,000 341 , 041 Salvation Army Boys and Girls Club of Oklahoma City l 991 128,071 Sugar Creek Camp 1987 200 93 , 123 YMCA of Greater Oklahoma City I 971 250 402,998 - Camp Classen 1983 275 449,592 celebrating - Camp Classen Eberly Scholarship 2000 1 8,414 21 1 ,088 - Downtown 1987 96,128 - Easlside 1985 50 84 , 267 - Northside 1999 9 , 603 Youth Leadership Exchange 2000 43 , 849 -1999-

the Oklahoma Cijy community

foundation celebrated its 30th anniversary with o series of recep

tions throughout tl,c community A video and traveling photo exhibit

highlighting the organization s history was developed and utilized throughout the year

2004, Annual Report I OKLAHOMA CITY community FOUNDATION I agencyendowment funds 85 agency Affiliated Funds are larger endowments with a structure that allows more AGENCY flexibility and accommodates larger endowments with several subfunds. Once part of A FFI LIATED the agency Endowment Fund Program, the funds listed below became Affiliated Funds F UND S -~ to accommodate more significant contributions and involvement from the beneficiary organizations. For more information on establishing an agency Affiliated Fund, please contact Donna McCampbe/1 at 405/235-5603 or d.mccampbell@occforg.

name I YEAR fund established

Allied arts Foundation Deer Creek Affiliated Fund I 199 5 Affiliated Fund l 19 1995 Among the largest of public school endow Si nce 197 1, the Allied arts Foundation ment funds in Oklahoma, its mission is to has worked to increase the stability of arts provide academic enrichment and stimula organizations, to support the development tion for all students and patrons of the D eer of audiences for the arts and to introduce Creek Public Schools. The assets of the Deer professional artists into the schools. Creek Community Enrichment Foundation's Through an annual fund drive. Allied arts Agency Endowment Fund were converted raises sustaining dollars for 20 agencies t hat into an Affiliated Fund benefiting the Deer receive direct allocations and a lso provides Creek Public Schools in 1995 . .June 30, capacity-building grants for many more in 2004 fund value was $1,293.630. need of assistance for training and p lanning. June 30, 2004 fund value was $942.153. Trustees: Dr. Dean Drooi?J, john Green, Bill Ha/and. James H. Holloman. Jr. and Robert medley Trustees: ray Ackerman. Paul Dudman, Lou Kerr. Paul B. Odom, Jr. and Carl Shortt. Her itage Hall Affiliated Fund I 1996 Heritage Hall School. a coed pre- K through Cowboy Hall of Fame 12th grade school, provides a college pre Affiliated Fund I 1991 paratory curriculum in t he context ofa life Founded in 1965, the National Cowboy & preparatory school. A sub fund. the Heritage Western Her itage Museum is a tribute to the Hall Teachers' Endowment Fund, was gener Canyon Princess men and women who helped establish the ated when the patrons of the school success West as an integral part of America's cul fully matched a $250.000 challenge grant This sculpture by Gerald Balciar is the tural heritage. Since 1994, the museum has from the Kirkpatrick family. June 30, 2004 focal point at the entrance la the gaylord tripled in size to 200.000 square feet. The fund value was $1.,649,349. exhibition Wing at the National cowboy ❖" museum is home to a nationally recognized collection of Western art, and t hree major trustees To191 Boghetich, Rober/ braver John Frant western Heritage Museum. exh ibition galleries: the American Cowboy William 0. Johnstone and Jon Trudgeon. Gallery, the American Rodeo Gallery and t he Wester n Entertainment Gallery. June 30. 2004 fund value was $865,304.

Trustees: A.}. Cook, Martin C. Dickinson, William 0. Johnstone, edwardrd C. }oullian, W. Christian K. Keesee and George J. Records.

86 agency affiliatedFund, I oklaho,a CITY COMMUNrTY FOUNDATION I 2004-Annual Report name I year fund established

Leadership Oklahoma City Oklahoma City Art Museum Affiliated Fund 1994 Affiliated Fund I 1992 Leadership Oklahoma City creates a network The Oklahoma City Museum of Art provides of leaders with a broad understanding of abundant opportunities for people of all the community and a commitment to ser backgrounds to explore the artistic values vice through an intensive one-year training and traditions of the world's cultures. In program that acquaints community volun '2002, the museum moved t.o its new facility, teers with Oklahoma City. In 1996, a youth the Donald W. Reynold's Visual Art Center leadership component was added to the pro in downtown Oklahoma City. The fund. gram. The endowment assets of Leadership which began as an agency endowment fund Oklahoma City were combined with an and was converted to an Affil iated fund in existing agency endowment fund to start 1991, includes the Fee-Milligan Endowment the Affiliated Fund in 1994. June 30, 2004 created when the museum sold the Buttram fund value was $979,513. mansion. Mr. and Mrs. S.T. Fee and Mr. and Mrs.James H . Mill igan had donated the trustees Jeanette Gamba. Kirkland Hall, Ki,·k]ewe/1, build in g to the art museum for a permanent Cheryl Vaught and Greg Wheeler. home. The fund also includes the Robert and Harriette Orbach endowment. June 30. 2004 fund value was $5,5t2,515. Kirkpatnck center omniplex & Oklahoma a i r space museumm A affiliated1ated Funds I 1991 Trustees, ). Edward Barth, David Greenwell, In 1979, John and Eleanor kirkpatrickpat rick began Blake Hoenig, christian K. Keesee and marilyn Myers. building a 300,000- square- foot museum complex that would eventually house several museums, art collections, gardens and a Oklahoma Philharmonic planetarium. T he Kirkpatrick Center was affiliated Fund I 1995 e ndowed by the kirkpatrickrkpatricks with the earn Founded in 1989, the Oklahoma C ity ings on the fund earmarked to suppo,·t the Philharmonic Orchestra offers a variety building and the services used by all tenants . of orchestra ser vices to central Oklahoma Tbe two largest tenants were the Omniplex, a including classical, pop, family oriented con science museum Mr. Kirkpatrick helped to certs. youth concerts and musical education start, and the Oklahoma Air Space Museum. assistance. Tlie Affiliated Fund combines a significant collection of aviation memo the assets of the old Oklahoma Symphony rabilia, airplanes and other space-related Orchestra Fund as well as endowment contri objects established by renowned aviator butions of the new orchestra. The Fund also Clarence Page. Each organization moved includes the J. Landis Fleming Fund. June endowmeoLs to Affiliated Funds at the 30, 2004 fund value was $1,605,503. Oklahoma City Community Foundation. omniplex I Planetarium In 1996. a merger occured which brought Trustees, Bill Cleary, Paul Dudman, Jane harlow the Kirkpatrick Center building and the Richa,·d Sias and Charles wiggin Omniplex Museum and Oklahoma Air Space the kirkpatrick planetarium u/ omniplex Museum into one organization known as the ,s oklahoma ;sfirst and only public access Kirkpatrick Science and Air Space Museum planetarium at the Omniplex. The Omni Dome Theater was added in '2000 to provide Oklahoma City with its only I-Max venue. June 30, 2004 fund values were: Kirkpatrick Cente r, $40,167.722. Oklahoma Air Space Museum, $5,043,356. Omniplex, $5,046,155.

Trustees: Christian K. Keesee. Anne Hodges Morgon, James Pickel, George J. Records and Meg salyer

2004, Annual Report I OKLAHOMA CITY COMMUNITY FOUNDATlON I agency affiliated funds 87 The Oklahoma city community Foundation's Advised Fund Program conlinues to increase in popularity among our donors. the program offers three .fund options, ADVIS ED F UND described below, that are simple yet flexible and effective opportunities for charitable GRANTS giving. ln fiscal year 2004, more than $3 million ofAd vised Fund grants were made 'V· through the Oklahoma city community Foundation to oklahoma-based nonprofit organizations.

Our advised Fund Program benefits include ADVISED FUND S • Donors receive the benefit of an income lax deduction in the year the legacy fund fund is established while distributions can be determined at a later date. A legacy Fund is the best alternative.for families or • Because the donor advises the distributions from the fund. they have the an individual who may be considering establishing flexibility lo respond to changing needs and charitable inte r ests as they arise a private foundation or want to create a perma in the community as well as better reflect their own changing interests. nent legacy With a required minimum balance of $10. 000, a legacy Fund offers both our excellent • An advised fund is exempt from the limitations and penalties associated pooled investment performance as well as the han with a private foundation. dling of all required reporting and administrative • The Oklahoma City Community Foundation staff handles all the paperwork details. legacy Fund donors advise annually on the including a ll required reporting and administrative responsibilities. distributions from the fond and mayname successor advisors to continue the process into the future. • Donors with Legacy Funds and Gift Funds can access their fund giftfund summary 24 hours a day on line via DonorCentral at www.occf.org. A Gifl Fund is ideal for the donor who wants • Investment in the Oklahoma City Commu nity Foundation's investment performance but desires the ability to general pool provides strong investment performance. distribute the total gift to charity A Gift Fund can be established with a minimum of $ 10,000. The Gift Fund is a less expensive and more effective al OONORCENTRAL FOR LEGAC Y FUNDS AND G I FT FUNDS ternative lo commercial gift fonds. the Gift Fund also provides donors a higher level ofservice than Donors who establish either a Legacy the 1·egion's most comprehensive list Fund or a Gift fund can access their ing of more than 250 central Oklahoma commercial funds offer, thanks to the expertise and fund summaries at DonorCentral, nonprofit organizations. availability ofour staff our onli ne reporting system located For more information about establish expressf und at www.occf.org. This secure service ing an Advised Fund at the Oklahoma allows a donor to review a summary of City Community Foundation please the Express Fund is a perfect vehicle for donors their fund, review daily updates on gifts visit www.occf.org o r contact Donna who want to make a year-end gift of appreciated and grants as well as monthly invest McCampbell at 405/ 235-5603 or stock or another non -cash asset to benefit a char ment performance results. A lso located [email protected]. city or charities. An Express Fund can be established at www.occf.org, donors may access the Central Oklahoma Charities directory, with a minimum of$1,000. the entire amount is spendable and there are no fees or income allocated and distributions ofany size can be made from the fund at any time.

88 advised Fund grants I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004 Annual Report NAME number O f GRANTS 1O 1A L name number Of grants TOTA L

5207 western Foundation $ 908 Gil citienscaring for Children $ 5 ,000 albion Elementary school 2,650 Citizen's League of central oklahoma 250 All Saints Catholic School 2 .500 City Arts center 9 •19. 5 1· 0 All Souls Episcopal Church 6 22~050 City of Coalgate Main Street park 2 19 . 600 Allied arts foundation t 4 14. 150 City of Edmo nd-Visual arts Coalition 6.250 american cancer society 2 ~. 500 City Rescue Mission 6 6,886 American civil Liberties Union 5,000 Civic music associationion 1.250 American Heart Association/ B. C . Clark memorial Oklahoma County Division 3 •1.600 United Methodist Church J.500 American Institute of Discussion 14 0 C lassen School of Advanced S1udies I, 000 American Legion of Oklahoma 300 C layton Public School District 2.005 American Red cross of Central Oklahoma 10 I+, 606 Coal County library 600 AndrewJohnson elementary PTA 250 Goa coalgateSchools 2 5,563 Apache Public Library 2 6.500 Coffee Creek Riding center 2 5 .002 ARC industries 5.000 Com communityAction Agency of oklahoma City 10.000 Archdiocese of oklahoma City 2 2,4()0 Contact Crisis Helpline 3 650 arthritis Foundution. oklahoma Chapter 5 3 ,•I00 Cookson Hills christian Ministries J.0 00 Arts Coun cil of Oklahoma City 6 7. 502 cornerstone Assistance Network 2 5(1 Ballet flamenco Espanol folclorico Company "3 2 . 000 Cottonwood Public School district 4, l~d, 5 Ballet Okla homa 3 900 Countryside C hurch 2 .50 0 Best Friends o f the Oklahoma City Crescent Public Schools Foundntion 500 1\n1mal welfare D ivision 500 Crossings Community Church 5 .0Q0 Big Brothers Big Sisters of crown Heights United Methodist church . 5 ()0 Greater Oklahoma City 300 da vinci Institute I~ 0 Birth Choice of Cut guthrie 2.000 Daily Living Centers 2 600 Birth Cl1oice of O kl ahoma 250 Deer Creek Community Black Liberated arts center 1 100 enrichment foundation 750 Boone- Apache oublicI ic School district 5,250 Drug Recovery 1 00 Boy scouts of America - last Frontier Council G 3, I 00 eagle Ridge lnsti1u1e 2 I . 7 2 •1 Boys & Girls C lub of Oklahoma Coun1y 2 I, 100 Eas1 Central state University 2 12,858 Buffalo Va lley Public School District I ,'23 7 Eastern avenue church 6.000 Caddo Communi1y Association 4,360 Edmond Historical Society 2 00 Calm Wa1ers 3 2 . 100 Edmond Public Schools Foundation 2.000 Camp Fire USA heart of Oklahoma Council 2. 2 2:; Education & Employmeni ministry 4 l ,51 0 Camp JOY Bible conference Association 3 . 0()0 executiveive Se,· vice Corps of central Oklahoma 100 Caney Public Schools 2 .5, 19 5 Fellowship of Ch christianAthletes 5 7. 500 Canterbury Choral society 5 ; ,. Fine Arts instituteor Edmond 2 170.000 Capitol Hill Main street 10.000 Firehouse art Genier 5 0 0 Bishopjohn Carroll School 278 first baptist Church of Pauls Valley 2 0.0 ll0 Casady School 12 55 , 350 first presbyterian Chu,·ch of Edmond 25.000 Caiholic charities of the archdiocese foundation for Tulsa Schools 2 15. 0 00 of Oklahoma City 4 1· ,450 Free to Live 3 .100 CELEBRATIONS! educational services 4 2. 700 friends of the Mansion 100 centenarian club of Oklahoma 2 ?00 girl Scouts ofthe U.S.A. - Red Lands Council 125 Center for nonprofits 6 87.230 Godspeed ministries of edmond 8 110 Centc,· of Family Love 2,300 Guthrie Public Schools Foundation 25,000 centraloklahoma habitat for Humanity 9 11.806 Hackberry Flat foundation 1, 067 Central Seven1h-Day adventist Chu,·ch ,1.500 harmony community Cl,u,·ch 3,0 0 0

Chamber Music in Oklahoma 1,000 Harmony Public School district l , 2(, I

A Chance lo Change •f O0 William fremont Harn gardens Character Training Institute 500 and Homestead 3 6,837 Cherokee National H istorica 1 society 2 2.6 79 Guy Fraser H arrison Academy Child Abuse Response & Evaluation Center ,i. 2,600 for the Performing Arts 25 0 children's Cente1· 6 1,802 heart and Hand Ministr!es 3 ,000 children's Medical Research Institute 11 l 8 .112 Heritage Hall School 1. 000 christ the King Catho lic Church -I 105.001) Heritage Presbyterian Church 5 ,000 Church of the Open A,·ms 1.000 Holland Hall School 1.00 0 Church of the Servant - United Methodist 2 l 6,000 HOPE Center & HOPE Cimarron Alliance Foundation 1,000 health C linic of Edmond I o. ,f 00

2004 annualReport I OKLAHOMA CITY community foundation I advisedfund grants 89 ADVISED FUND GRANT HIGHLIGHT Helping The Community

In 2004-, a number ofAd vised Fund grants were made through ihe Oklahoma city Community Foundation lo the Oklahoma city Museum ofArt' s campaign lo obtain a permanent collection ofwork by accomplished glass artist Dale chihuly The elaborate, grandly conceived presentation includes 18 installations representing the major series of chihuly's prolific body ofwork over three decades. The exhibition purchase.follows the installat,on ofthe three-story chihuly tower. commissioned in memoryofEleanor Blake Kirkpatrick, a museum founder in the Museum's atrium

Above I "Blue Bowls·• by Dale chihuly 2002

name NUMBER OF grants total NAME number Of GRANTS total

Hospice of Oklahoma County 3 $ l. 400 National Alliance for the Mentally Ill, Hough Ear Institute 3 2 ,300 Oklahoma Chapter s 50 Immanuel Lutheran Church 2.500 National Cowboy and In His Name ministries 300 Western Heritage Museum 5 6.000 Independence charter Middle School l. 500 National Multiple Sclerosis. Individual Artists of Oklahoma 400 Oklahoma Chapter 3 3,450 Infant Crisis Services ?, 861 Nature Conse rvancy. Oklahoma Chapter 3 2. 50 0 Insight Ministries 300 Neighbor for Neighbor of Oklahoma City 6 7, I 65 I nteg1·is Baptist Medical center of Oklahoma 3 2 , 400 Neighborhood Alliance of Oklahoma City 2 2,000 International Photography Neighborhood Services Organ organizationion 2 150 Hall of Fame & Museum t 00 Nichols Hills ParkAssociation 2 2,050 Jesus House 6 13,050 Nichols Hills United Methodist Church 3,000 Jewish Federation of Greater Oklahoma City 7 62.284 Norman Day School for the Handicapped Junior Achievement of Greater Oklahoma City 250 - project Outreach I , 000 KCSC 140 norht Oklahoma County Kid's Place 200 Mental Health Center 763 Kirkpatrick Center 1,214 Northeast Oklahoma Kiwanis Club Special Activities Fund 750 Community Action Agency 2,000 Lawton - Boulevard of Lights 5.000 northeastern State University 2,000 lawton - Fort Sill Armed Serv[ces YMCA 3,416 Oklahoma Academy 150 Law1on Percussive Arts Society 2.000 Oklahoma Aids Care Fund 2,000 Lawton - United Way of Lawton/ Ft. Sill 5.000 Oklahoma Air and Space Museum 1.2M Leadership Impact I nternational 200 Oklahoma Appleseed 2,000 Leadership Oklahoma City 3 3. 300 Oklahoma arts Institute 4 2,750 Legal Aid Services of Oklahoma 1,000 Oklahoma Baptist Homes for Children 3 I. 500 Leukemia & Lymphoma Society 50 Oklahoma Centennial Commission 100,000 library endowment Trust 5 3. 76 0 Oklahoma Children's Theatre 3 3,400 Life Connection 2 ,500 Oklahoma Christian Home 500 ly,·ic theatre of Oklahoma 4 12,500 Oklahoma Christian Schools I , 300 Make-A - Wish Foundation of Oklahoma 2 1,202 Oklahoma Christian University 2 . 000 Dean A. McGee Eye lnstitulc 3 52. 0 0 0 Oklahoma City Museum of art 19 54,250 Bishop McCuinness High School 4, 202.028 Oklahoma City Beau1iful 5 1,600 Meadows Center for Opportunity 200 Oklahoma City Cooperative Urban Parish 2 4,000 Mental Health Association Oklahoma City Crimestoppers 100 in Oklahoma County 50 Oklahoma City Metro Ministries 200 Mercy Health Center 3 3.720 Oklahoma City National memorial Metropoliian Library System 2 5,404 I institutefor the Prevention ofTerrorism 500 Metropolitan Youth Development Oklahoma City National and Education Foundation 2 400 Memorial Foundation 2 1,000 Mount Saint Mary High School 4 7,500 Oklahoma City Orches1ra League 200 Mountain View Co1ebo Schools 869 Oklahoma City Public Schools Foundation •l 20,750 Mustang Valley PTA 83 Oklahom.a City University l4 79,835 Myriad Gardens Foundation 4 l, 750 Oklahoma City University School of Law 1.000

90 Advised Fund Grants I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004 Annuol Report name E number OF grants total NAME number of grants I totalAr

Oklahoma City Skyline urban ministry ~ $ 2,GIO Community College Foundation s I . 000 Special Ca,·e 202 Oklahoma Community Dance Alliance 385 St. Anthony Hospital Foundation 5 105. ~00 Oklahoma Council on Economic Education 2.400 St. Gregory's V n university 2 :, ,0'00 Oklahoma Educational T elevision authoritu 1.50 St. Luke's V.nited Methodist Church I 1.000 Oklahoma Family Policy Council 1. I 00 st Paul's Episcopal cathedral 2 I , 150 Oklahoma Foundation for Excellence 2 2 .500 st Stephen's Presbyterian Church 2 3,500 Oklahoma Foundation for the Disabled 500 Sugar C reek Camp 4 1.350 Oklahoma Garden Festival Foundation 3 6,400 Temple B'nai israel 2 100 Oklahoma Health Center Foundation s 1,250 Traveler's Aid Society 1, 000 oklahoma Heritage Association 6 . 7 50 Tree Bank Foundation of Oklahoma 2 900 Oklahoma Historical Society 10.000 Trinity School 2 6.000 OkJaboma Lawyers for Children 1.600 Tupelo Public School District 3 . 673 Oklahoma Medical Research Foundation 27,1 10 Tuskahoma Public School District 1.25(1 Oklahoma Philharmonic Sociery I 0 14.950 United Fund of Woodward 300 Oklahoma School of Science and Mathematics 4 7. 7 9 5 U nited Methodist Church Oklahoma Stale Firefighters museum l ,2t4 Redemption Ministries - st Lukes 250 Oklahoma State University Foundation 8 24, 620 United Way of Mctl'o Oklahoma City I 0 28,475 Oklahoma Visual Arts Coalition 2 300 University of Central Oklahoma Foundat io n 700 Oklahoma Youth Exposition 3 .QOO univeristy of Oklahoma Oklahoma Zoological Society 6 9,678 College of Medicine Alumni Association 3 7.35 I Oklahomans for Children and families 250 University of Oklahoma Found ationion 16 :rn. 705 Omniplex Science Museum s 5.j.4-, r 33. University of Oklahoma/ Operation Blessing 50,000 Health scienceCenter 3 2.300 Opportunities l industrializationCenter 250 Urban League of Greater Oklahoma City 3.000 Optimist Club Founda.tion Variety Health Center 3 11.250 of Downtown Oklahoma City 1,000 Village Christian Church 9,000 paseo artist Association 1.000 Village United Me1hodis1 Church 13,000 Payne Education Center 4 14-.550 Volunteer center of Central oklahoma 100 Peppers Ranch 2 , 000 Western Heights Public Schools Foundation 1 25 Pets and People Humane Society 2 I .097 Westminster presbyterian church 8 14. 190 Place of Hope 1.000 Westminster School 6 34,50tl Planned Parenlhood of Central Oklahoma 5 5,500 Wildcare founda1ion 150 Positive Tomorrows 3 81 5 Witcher Baptist Church 5 000 Possibilities 2 200 Work Activity Center 500 Prairie Dance Theatre 1.0 00 World Neighbors 8 t 9,045 Presbyterian Urban Mission 500 YMCA Camp Classen 2 2. 000 Prevent Blindness Oklahoma 5.000 YMCA of Guthrie 2 2,000 Psalms Ministries 2,500 YMCA Oklahoma City 5 3+.600 Pushmataha County .Health Department 2 10, 000 Young Life of Edmond 2 600 Putnam Heights Preservation area 2 50 Young Life of greater Oklahoma C ity 2 600 Quail Community Foundation 1,00 0 Youth & Family services 500 Reaching Our City 500 Youth Hoops 1.500 Red. earth Indian Center 3,300 Youth Services for Oklahoma County 724 Regional Aids Interfaith Network - O klahoma 300 Yukon Community Support Foundation !Z.o oo Regional Food Bank of Oklahoma 7 3,500 YWCA of Oklahoma Ci1y 3 5. ?O 0 respect diversity Foundation 1,0QO Oklahoma City Community Foundation Retired & Senior Volunteer Endowment Funds 65 247,054 program of Central Oklahoma 100 Retired Educators for agriculture 2 2 , 250 jlm Riley Outreach 2,000 Dale Rogers training Center 50 Rose Stale College 2,500 Rotary Club •29 Oklahoma City Foundation 1 2,000 Salvation Army 14 2+,908 Schools for healthy Lifestyles 5.000 Scope Ministries international 2 1.523 Shiloh Summer Camp 2 50 Sirloin Club 160

2004 annual Report I OKLAHOMA CITY COMMUNITY FOUNDATION I advised fund grants 91 Counselor Network.

DISTRIBUTION of grants byINTEREST AREA Based on FY 2004

Central Oklahoma Charities Lhis online directory is organizations with

Grant Guidelines organizations interested through community programs the oklahoma C1 community foundation is able to work together with nonprofit org_ani..,;ations and donors to make publicpublicationsonli ne in a substantial and varied impact on the community COMMUNITY PROGRAMS

I The Fund for Oklahoma city is an unrestricted fund that is used 1!J our Trustees to "meet the changing needs of the community the fund serves as the primary resource for the agency capacity Building Program, the parks and Public Spaces Initiative FUN D for and portions of the New Opportunities Scholarship Initiative. Those who donate to O K LAH OMA C ITY the Fund for Oklahoma city are investing in the future needs of the community and providing us with a unique opportuni!J to address issues as they arise. For more information on applying for a Fund for Oklahoma city grant. please contact gayle farley at 405/235-5603 or gfarlry@occforg.

in 2004, the focus of grants made new group. In 2004, the fund pro through the Fund for Oklahoma City vided more than $205.000 in grants was redefined to encompass "good to strong nonprofit organizations in organizations doing important proj an effort to enhance their services ects." In other words, grants were and programs. considered from established organiza If you are interested in contribut tions who were implementing new and ing to the Fund for Oklahoma City expanded programs that looked beyond or establishing a fund that supports the institutional needs of the agency or changing needs, please contact its clients and met a documented com J ennifer Stewart at 405/235- 5603 munity need or expanded an existing or j.stewar [email protected]. program that included outreach to a

Alzheimer's Association - 2003-04 FUND for OKL AHOMA C I TY GRANTS Oklahoma & arkansas Chapter· • Alzheimer's Association - $20,000 over two years to assist with the expansion a Fund for oklahoma city grant will of the Care Connection program into surrounding counties. assist with the expansion of the care connection program that provides support serviceslo families caringfor a • Centro/ Oklahoma Integrated Network !}ystem - $ I 5,000 to assist with the salary of relative with alzheimer;s a case manager for Project Access, medical specialist referrals for indigent patients.

• city Arts Center - $21,000 to assist with the Creative Communities program in public housing facilities.

• city Oare - $ro.ooo to assist with expansion of the middle school program to 25 new students and a new school.

• Edmond Historical society - $6,000 to assist with the exhibit fees and shipping for the traveling exhibit "Return to Route 66: Photographs from the Mother Road."

• Junior Achievement ofGreater Oklahoma city - $14,286 to fund scholarships for fifth grade students lo participate in Exchange City, a new educational program located at Omniplex.

• Metropolitan Library !}ystem - $20,000 for the opening events of the Ronald J. Norick Downtown Library.

94 fund for oklahoma city I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004-Annual Report GRANT H elping Revitalize D owntown HIGHLIGHT

Since 2001, Fund for Oklahoma City grants totaling $150,000 have supported projects related to the revital ization of down town Oklahoma City: Oklahoma City Philharmonic (free concert during the Civic Center Music H all reopening): Stockyards City Main Street Program (historica I markers): Oklahoma City Museum ofArt (free opening weekend admission): Riverfront Development (grand opening events): the Ronaldj. Norick Downtown Library (gran d opening events); Lyric Theatre (opening in renovated Civic Center); and Automobile A lley (h istorical markers). above I Oh-/ahoma city Community Fou 11 datio11 staff members participated in the book passmg event one ofthe open ingevents al the Ronald}. norick downtown Library.

2 0 0 3-04 F UND for O K L AHOMA C IT Y G RANTS continued

• Oklahoma city Museum ofArt - $10,000 to assist with admission fees for CE:LE B RAT I NG Oklahoma City students to attend the exhibit "George Washington: A National Treasure.''

• Oklahoma city Riverfront Development - $20,000 to hire 'an events coordinator - 2000 - for the public opening of the riverfront parks and trails.

Jeanette. L. Camba was elected the. • Oklahoma Foundation for &cel/ence - $20,000 to assist with the Teacher Scholarship Program. first female president of the Board ofTrustees, She would serve three • Oklahoma Institutefor Child advocacy $ 14,000 to assist with the Refugee consecutive years in thul leader- Youth Project. ship role. D1,ring this time, fhe role of community committees was • Possibilities-$15,000 to replicate their Success by Six community boards expanded. today more than 50 at three Putnam City schools located in the IO th Street corridor. citizensserve as volunteers for vari ous activities ofthe Oklahoma city • YWCA- $20,000 to assist with an educational youth program for the prevention of domestic, dating and sexual violence. community Foundation.

2003-04 COMMITTEE MEMBERS nancy L Coats. Chairman

James Daniel Jeanette Camba Kirkland Hall Christian Keesee Stephen Mason marilyn myers William Shdeed

2004, Annual Report I OKLAHOMA CITY COMMUNITY foundation I Fund for Oklahoma city 95 the Trustees initiated the New Opportunities Scholarship Program in 1998 with one NEW OPPO RTUNIT I ES goal in mind: encourage more students in central oklahoma to attend college or post SCHOLAR SHIP high school training. The Trustees knew that rn order for our community to prosper and I N IT IATIVE + remain a quality place to live and raise a family then higher education had to become more readily available for any high school senior who was eligible and had the desire.

2003-04 The initiative provides financial sup FOUNDAT ION O f PROMISE SCHO L ARS COMMITT EE MEMBERS port to worthy students t h rough five The Foundation of P,·omise Scholars Kirkland Holl. Chairman specific schola,·ship programs as well p r ogr am offe,·s a scholarsh ip oppor as provides a s upport system for high tunity to students who wi II be the first MaryAnn Bauman. M.D. school guidan ce counselors. Since its in their fami ly to attend college. This James Clark inception seven years ago, the initiative p r ogr am requires the students to apply Paul Dudman has awa1·ded $354.600 in sch olarship for t h e award du ring t hei1· junior year funds to 352 students. For more infor a n d commit t h emselves to com plet- Jahn Green mation. p lease contact Anna-Faye Rose in g a number of preparatory college Janice Haunschild at 405/235-5603 or [email protected]. activit ies. Upon successful completion, James H. Halloman,Jr. t h e student r eceives a $ I .ooo scholar Pat kelly the programs ship to any accredited post- secondary Martha King The scholarship portion of the initia educatio n al institution. In 2004. the john Osborne tive is comprised of five programs that progr am provided 75 scho la rships to Elaine Schuster meet very specific needs, Community deservi ng "first generation" students Foundation Scholars, foundation of in. Okla homa County and recognized Promise Scholars, Oklahoma Youth t he m , t he ir parents and guidance With Promise Scholars, NonTr aditional counselor at a special luncheon. Scholars. and Nurse Educatio n. Scholarship assistance beyond th e First year of post-high school educa

COMMU NITY FOUNDATIO N scholars t ion is awarded through the Frierson This program work s to address the Trust, a permanent endowment fund under ser ved segmen t of college-bound a l the Oklah oma C ity Community stud ent.s - those individuals who do not Foundation. In 2004. . 85 prior q ualify for t he most compet itive schol Community Foundation Scholars arship programs but are good students a nd foundation of P r omise Scholars and good citizen s. Each high sch ool in received scholarships from the O kla homa County is eligible to partici Frierson Trust. pate and for each school that does, one of t h ei1· graduating sen io1·s wi ll r eceive a $1,000 award Larger schools a 1·e awarded several scholarships based upon thei r enrollment. In 2004, 93 students received t his award and they along with t heir parents and g u idance counselors were honored at a speci.al luncheon.

96 new opportunities scholarship initiative I OKLAHOMA CITY COMMUNITY FOUNDATI ON I 2004,Annual Report NEW OPPORTUNITIES SCliOLARSHIP INITIATlVE H IGHLIGHT Helping the ''First Generation"

The Foundation of Promise Scholars program addresses the issue of graduating

seniors who.will be the first in their family to attend college; The program requii·es students to commit to a preparatory college curriculum while they are juniors. Upon successful completion, the students receive a $1,000 scholarship each to any accredited post-secondary institution. In 2004, the Oklahoma City

Community Foundation awarded 75 scholarships to ''first generation" students in Oklahoma County.

above I !\ 2004 foundation ofpromise Scholar with his high school counselor

O K LA oklahomaA YOUTH WITH PROMISE. NURSE education PROGRAM Through the Oklahoma Youth With In an effort to address the need for Promise program. t he Oklahoma City qualified nursing staff al area hospi C celebratingL 8 R A T l G Community Foundation works with tals. the Oklahoma City Com mun ity stale agencies and volunteers to address Foundation Trustees established the the needs of children who lived in state Nurse Education Program in 2003. custody foster care and/or licensed resi This employer-matched program -2001- dential childcare. This program has provides scholarships for staff at five proven to be successful not only in pro participating hospitals who are seeking viding Financial assistance but also i n certification as a Registered Nurse or central oklahoma charities the serving as a safety net for those students a bachelor's degree in nursing science. region's most comprehensivee nn

who have overcome incredible odds The participating hospitals - Children's line directory of nonprofits 111 to further their education past high Center. Deaconess Hospital. lntegris central oklahoma was added to school. In 2004. 28 students received (Baptist Medical Center and Southwest the oklahoma city community assistance. Medical Center), Mercy Health Center foundation '< web site and St. Anthony Hospital - ser ve as a NONTRAD ITIONAL SCHOLARS network to administer the nu,·sing edu Working with organizations that have cation scholarships for their employees. an agency endowment fund at the A n important feature of the prognm Oklahoma City Community Foundation is that it places the application and and that serve adults striving to re-enter selection process with the appropriate the workforce, this program provides professionals at each facility. Through scholarships for adults to attend col grant disbursements made to the par lege or a vocational technical center. ticipating hospitals, 59 students were In 2004, 17 nontraditional students awarded $60,000 in scho larship assis received $12,000 in schola rship assis tance. tance through this program.

The Oklahoma County Guidance Counselor Network A big part of the success of the New Oppor tunities Scholarship p rogram is the creation of the Oklah oma County Guidance Counselor Network. For many students. th eir high school guid ance counselor is the only source of information on college admissions and financial aid. Through the Oklahoma County Guidance Counselor Netwo1·k. the Oklahoma C ity Community Foundation provides th e latest information on admissions standards and financial aid through two workshops a year as well as tours of area college campuses. Participation in the n etwork is free and open to all guida11ce counselors at public and independen t high sch ools in OkJahoma County. as an added incentive, the O klahoma City Community Foundation provides at least one scholarship lo each school whose guidance counselor participates.

2004 annual Report I oklahoma CITY COMMUNITY FOUNDATION I new opportunities scholarship initiative 97 Beaut/(ication efforts pla a large role in the success of o community as it relates to civic pride as well as economic development and quality of life. For these reasons. the Oklahoma city community Foundation administers the Parks and Public Spaces PA RKS & PU BLIC SPA CES INIT IATI VE I In itiative and the Margaret Annis boys Trust that together have funded nearly MARGAR ET ANN I S BOYS TRUST 120 community-wide projects that enrich the appearance of public lands including neighborhoods, schools, public parks and medians. In 2004-, more than $ 111 ,000 was provided in grants for beautification efforts in our community For more information on grants, contact Brian dougherty al 4-051235-5603 or b.dougher!,y@occforg.

Over the past 14 years, more than $1.r million dollars has been distributed throughout Oklahoma City to fund beautification projects of public parks and lands. For this support there is one woman to thank: Margaret Annis Boys. Miss Boys, a longtime elementary school teacher and p1·incipal in Oklahoma C ity, loved our state's native trees and flowers. And when planning her estate, she did some thing about it. Thanks to the strong investment stewardship provided through t he Oklahoma City Community foundation, Miss Boys initial gift has grown to more than $3 million, furtherensuring that her wish will continue well into the future. lf you are interested in establishing a similar fund, please contact Jennifer Stewart at 405/235-5603 or [email protected]. The Margaret Annis Boy, Trust provides funds ing lo improve public parks a11d lands as il C LEAN & BEAUT! fU L SCH OOLS lustratedby recenta grant lo plunl tree;sund shrubs around the outside perimeter of the The Clean and Beautiful Schools ment plans at nearly too schools. Bishop mcguinnes high school campus in program continues to have an enor Participation in the program requires Oklahoma city mous impact at Oklahoma County the involvement of not only school elementary schools and surrounding officials but students, parents, grounds neighborhoods. Initiated in 2000 as a maintenance workers and neighboring 2003- 04 businesses and residents. The result is COMMITTEE MEMBERS means of addressing th e appearance of public lands through the m aintenance, a widespread awareness and apprecia Christian K. Keesee, Chairman safety and beautification on elementar y tion of the impact of improving the school gr ounds, to date the program appearance of the school grounds. Carol Blackwood has implemented grounds improve- jane jayroe John Kilpatrick

Jan Kunze 2 003- 04 MARG ARET AN N I S BOYS TRUST GRANTS judy Love Rodd Maese/ • brink Middle School- $7,000 lo assist with a landscape improvement plan Ronald]. Norick for the campus. Paul B. Odom.Jr. Bond payne • Central Okla homo Habitat for humanity $8,160 to landscape a new park in Spencer. Richard Sias • Classen School ofAdvanced Studies PTSA - $6,000 to add trees and shrubs around kathy Williams perimeter and in front of school. carolyn zachritiz • Douglas/ Edgemere, Inc. - $8,172 for landscape i mprovements for Douglas Park.

98 Park, & public spacesinitiative I OKLAHOMA CITY COMMUNITY FOUNDATION 2004 annual Report GRANT HIGHLIGHT TAYLOR PARK Taylor Park Project SWIMMIN8 & DIVING POOi. RECREATION CENTER The Taylor Park and Prairie Queen Neighborhood Associations have joined CITY OF OKLAHOMA city PARK & RECREATION DEPT together to make improvements at Taylor Park, a seven-acre public park located on Southwest 70th Street. A recent Boys Trust grant provided funding to assist with landscaping of the park's entry. Boys Trust grants fund the plants and soil preparation. Hardscape, electrical and signage are provided by sponsoring groups as part of the grant agreement.

2003-04 MARGARET ANNIS BOYS TRU ST G RANTS continued

• Flower Garden Park Beautification Committee - $7,500 to assist with landscape plant CEL EBRA T I N G ing improvements for the park.

• Gatewood NeighborlwodAssocialion - $2,000 to assist with plant materials for a small median on Classen Boulevard. -200I-

• Independence Charter High School - $4,100 Lo assist with landscaping of the campus. following tl1e terrorist attacks in • Mesta Park Neighborhood Association - $10,221 for landscaping of Perle Mesta Park. New yorkand washington D.C., the oklahoma city community • Moorewesl}unior High School - $7,000 to assist with a campus landscape project. foundation staffwas co/led upon to provide assistance in the estab- • Moun/St. Mary High School-$7,500 to assist with landscape planting on a nd lishment and management of d, around th e perimeter and in front of school. saster relief assistance based upon fhe lessons learned from the 1995 • Oakdale Meadows Estate Homeowners Association - up to $2 ,000 for trees planted on public frontage at entrance. Murrah Federal building bombing the staffwas able to play o key role • Ttaylor Park Neighborhood Association and Prairie Queen Neighborhood Association - $ r, 50 6 to for the charitable organizations in assist with landscape improvements to Taylor Park. both communities

• Wileman's Eigh/Association-$8 ,100 for landscape impr ovement for Pennsylvania Avenue entry and median planting into the development.

• Woodlake Neighborhood Association - $8,330 to assist with landscaping public frontage.

'2 003- 04 PARKS & PUBLIC SPAC.ES GRANT S

• Harn Homestead-$ 14,200 to landscape ent ranee off of Lincoln Bouleva rel.

• Oklahoma city community College - $9,500 for plantings around public walking trail/park area located on 16 acres al northeast corner of campus.

2004 Annual Report I OKLAHOMA CITY COMMUNITY FOUNDATION I Margaret annis boys Trust 99 the agency capacity Building program provides support for agency Endowment Fund Program nonprofit organizations to build programmirig and provide the appropriate administrative capacity to fulfill their mission. This is prouided through a grants AGENCY CAPACITY BUILDI NG PROGRAM program as well as networking opportunities. planned giving assistance, technology -+· assessments and online resources. In addition, the Oklahoma city community Foundation works daily to encourage endowment fund development and works to promote all of the nonprofit organizations to donors through several avenues.

The main source of supportfor th is ENDOWMENT BU(LDINC program comes through the Fund for During the five-year period, the :~1! <-!.- Oklahoma City, an unrestricted perma Oklahoma City Community Foundation nent fund that exists thanks to donors significantly increased its reportingng and FINE ARTS'-- INSTITUTE ALLAGES A..U.ST.i\GES.. - who have made contributions to support communications efforts to encourage changing needs within the community. education and development of endow For more information on the Agency ment funds. In 1999, approximately An agency capacity building g1·ant assisted the Capacity Building program, please con 200 nonprofit organizations partici fine arts institute ofEdmond in developing a tact Gayle Farley at 405/ 235-5603 or pated in the Agency Endowment Fund new logo to better reflect their mission [email protected]. To contribute to the Program. As ofJune 30, 2004, the Fund for Oklahoma City, please contact program includes 25'2 nonprofit orga Jennifer Stewart at 405/235-5603 or nizations with total assets of$110.5 [email protected]. million. In 2003. the Planned Giving Partnership was introduced as an addi THE AGENCY CAPACITY BUILDING tional r esource to build endowments. PROGRAM, 1999-2004

The Oklahoma City Community PLANNLNG AND Foundation Trustees adopted the MANAGEMENT RESOURCES Agency Capacity Building program as a The most visible pa rt of the program focus a rea in 1999. The development of and greatest direct impact is the grants endowment funds for nonprofit orga portion of the program. For many non nizations is part of our mission and the profit organizations, the gra.nts served strength and stability of these organiza as the only resource to address capacity tions is key in endowment development iss ues and allowed these organizations and that is why implementation of the to elevate their management functions Agency Capacity Building program was to the next level. During the five-year vital. Of specific concern in 1999 was period, 124 grants totaling $447,000 tbe ability of organizations to deal with were awa,·ded to 83 organizations technology and communications needs. in four primary areas: technology. In addition, we understood t here was a p lanning, training and marketing/ need for staff training. long range p lan development. ning and board development. In 2004,

an evaluation of the focus area was con NETWORKI NG AND COMMUNJCATI ONS ducted to assess its effectiveness as well over the first five years, 29 roundtable as determine the future of the program. lunch meetings were conducted, free of Following are the results of the evalu charge. Each meeting provided a train ation. ing present.at ion on a relevant topic. l o addition. four h alf-day training

100 agency capacity building Program I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004-Annual Report GRANT Casady School 's HIGHLIGHT Service-Learning Program

The Service- Learning Program at Casady School works to foster students' personal development through organized service experiences, empowering the students

to better understand themselves, their role as active citizens in the community and the application of their academic preparation and life skills. An Agency Capacity Building grant provided funding for a trained facilitator to assist in strengthening.the program further.

seminars led by outside trainers allowed of all participating organizations. The for in- depth discussion about relevant report is distributed to all donors and topics. Al) training meetings were well used throughout the year as a promotion celebrating auended and provided a chance for the of the program. nonprofit employees to network and exchange ideas. T RUSTEES EXTEN D PROGRAM T HROUGH 2009 The Oklahoma City Community The evaluation of the program's first -2002- Foundation launched Central five yea rs illustrated Lhe impact of the Oklahoma Charities, an onl ine non Agency Capacity Building program on profit directory located at www.occf.org, To furthrr assist professional advi- our community's nonprofit o rganiza to provide agency endowment funds a tions. in 2004, the Trustees extended sors and donors with,th their chan presence on the Internet. The directory the program through 2009 to continue table gift planning the Oklahoma provides visibility and quality contact implementing the original goals as well city community foundation added info1·mation for more than 250 non as look for opportunities to initiate a new feature to its website. TTie profit organizations not offered else research to assess charitable activity in planned giving design Center 1s a where. central Oklahoma. comprehensive resource and infor- Each fall, the Oklahoma City Tn 2003- 04, $86,ot3 in grants Community Foundation publishes an mation center that offers the latest were awarded to 25 endowment fund Agency Endowment Fund Program regulatory and judicial rulings, agencies. report that includes articles on endow case studies. articles and an online ment development and Features a list calculator that determ 111es the tax implications of certain charita-

2003- 0 4 AGENCY CAPACITY BU l L DTNG l N ITlAT IVE G RA NTS ble gifts

• AlliedArts-$4,000 to hire a researcher to develop a system to enhance devel opment efforts.

• alzheimer'sAssociation - $5,000 to develop three brochures targeting African American, Latino and Asian populations to increase the number of families utilizing its services.

• Arts Council - $5,000 to assist with Phase .lI of a needs assessment for Stage Center.

• casady School - $5,000 to provide a trained facilitator for six months of guided field work, training and roundtable discussions to stren gthen the service learning program.

• Catholic Charities-$4,961 to provide continuing education for immigration attorneys and three case managers in its Immigration Legal Program.

2004 Annual Report I OKLAHOMA CITY COMMUNITY FOUNDATION I agency capacitybuilding Program I0l 2003- 04 AGEN CY CAPAC I TY BUI LDI NG lNITlATTVE GRANTS continued

• Deaconess Foundation -$3.000 to assist with the cost of design ing and launching a web site for Deaconess Home- Pregnancy and Adoption services

• Fi11eArts Institute ofOklahoma - $2,000 to assist with design fees for a new logo a nd bro chure.

• Harn Homestead-$5,000 to purchase tables and c hairs to enhance the organization's capacity to provide special events.

• Individual Artists ofOklahoma- $2,550 to assist with costs to create a promotional brochure

• International Photagraplyy Hall ofFame and Museum - $4,500 to assist with staff training and 2003-04 mater ials for a new educational program. C OMMITTEE members Stephen Mason, Chairman • Legal Aid Services ofOklah oma - $5 ,ooo lo hire a consultant to develop a unified compensa- lion plan and performance management system for e mployees. rodney Bivens • lyricTheatre - $4., 018 to develop and print a brochure to be used for marketing and devel nancy L. Coats opment p urposes. jenny Love meyer Paul B. Odom.Jr. • Mental Health association - $2. 250 to purchase a udio/ video equipment to e nhance and e xpand the 0 1·ganization's public education focus. kay Oliver Carol troy • Midwest City- Del city Public School Foundation - $1,550 to assist with board t raining. cheryl Vaught • oklahaven Children's Chiropractic Genier - $600 for staff to attend computer training.

• Oklahoma city Beautiful-$3,000 to hire a consultan t to assist with a long-range plan .

• Oklahoma Historical society $4,020 to purch ase event planning software that will support the development and management of events and programs at the new Oklahoma History Center.

• Oklahoma Humanities council to send the director of development to the fandraising School at the Cente r for Philanthropy at Indiana Unive rsity.

• Oklahoma FoundationfortheDisabled-$2,620 to assist with purchasing accounting software, n etworking two computers a nd provide training for the software.

• Okla homo Foundation for excellence - $3,000 to assist with additional publicity materials to increase aware ness of the Foundation and e n courage participation in pr ograms.

• Oklahoma League for the Blind - $5,000 to assist with the redesign of the i t· web site for addi tional features that facilitate communication about their p1·og,·ams a nd ser vices for the blind and vision impaired users.

• Oklahoma Visual Arts Coalition - $4,200 to hire a ma rke ting consultant to conduct: an audi e nce survey and develop a marketing plan for the organization.

• Putnam city Public Schools Foundation - $2 .720 to assist with purchasing donor software.

• Red Earth - $3,000 to assist with consultant fees for a strategic plan.

• trinity school - $3,024to assist with u_pdating its web site to increase and improve teaching/ learning, re porting a nd organizingng for teachers and students a nd to provide effective communication with T rinity par ents.

102 agency capacity buildingprogram I oklahoma city COMMUNITY FOUNDATION I 2004-Annual Rtport The Kirkpatrick family Fund represents a half-century of philanthropy from one of Oklahoma Ciry's leading families. The largest fund at the Oklahoma city community Foundation, the Kirkpatrick family Fund is an Affiliated Fund that was established in 1989 byJohn and Eleanor Kirkpa trick and is now led by their grandson , Christian K. Keesee. For more information on the Kirkpatrick family Fund please contact its director, marilyn myers at 4-05/ 767-3701. For information about its grants program please contact Susan Evans at 405/767-3702 or s.evans@oc~forg.

Prior to establishing the Oklahoma Science & Air Space Museum at City Community Foundation in 1969, Omniplex. OmniDome, the state's only CELE B RAT I NG John Kirkpatrick and his wife Eleanor dome-shaped giant screen theater. was started the Kirkpatrick Foundation, a opened to the public in 1998. private foundation, in 1955. The first It has been a longstanding goal of Mr. large grant from the private foundation Kirkpatrick to provide an educational provided funding for a new building venue that would attract children and stir - 2003- on the Oklahoma State fairgrounds for their curiosity in positive and interactive the Oklahoma Art Center. ways. Since 1989, the Kirkpatrick Family the oklahoma city community Soon after the construction of the Fund has continued this tradition of sup foundation look the lead itoaddressres, Oklahoma Art Center, the Kirkpatricks port for Omniplex through more than a community need in the healthcare contributed funds in 1961 to build $3.5 million in grants. the Oklahoma Science and Arts Omniplex is just one of several industry when area hospitals be Foundation (OSAF) facility near the organizations Serving children that gan facing a shortage of qualified center. The new faci I ity was to provide the Kirkpatrick Family Fund sup nurses we established the nurse educational opportunities for chil ports. Among the many creative education Program to fund schol- dren and adults with a focus on science projects and programs for youth arships for nurses employed at the and the arts. Remembering his visits funded by the Kirkpatrick Family facilities who are seeking certifi to large planetariums in New York Fund include Coffee C reek Riding cation as a registerednurse or a City and Chicago, Mr. Kirkpatrick Camp, the Regional Food Bank's Food bachelor's degree rn nursing sci wanted to build a planetarium for 4 Kids program, Junior Achievement, Oklahomans. Soon a planetarium Oklahoma Children's Theatre, ence. the hospitals, agreed lo mach was added to the facility. Next, he Rainbow Fleet and Special Care. the oklahoma city community added hands-on interactive exhibits In addition to the support for foundation 's contributions to the similar to those he had viewed at the Omniplex and youth -based programs, program. Exploratorium in San Francisco. hundreds of other nonprofit organiza In 1978, the popularity of the tions in our community have benefited exhibits and planetarium resulted in from the longtime philanthropy of Mr. OSAF being moved to the newly built Kirkpatrick and the Kirkpatrick Family Kirkpatrick Center located in north Fund. Whether through the numer east Oklahoma City near the zoo. After ous ch allenges to endowment fund the move, the OSAF was renamed the agencies that Mr. Kirkpatrick person Omniplex. Over the years, the facility ally matched over the years to the cur has added several permanent attrac rent match opportunity for nonprofits tions such as botanical gardens, art and t hrough the Kirkpatrick Family Fund, cultural galleries, aviation and space the Kirkpatrick family has demonstrat artifacts and memorabilia and, in 1998, ed their commitment to the viability of merged with the Oklahoma Air & Space the nonprofit community. Museum to create the Kirkpatrick

2004 annualReport I OKLAHOMA ClTY COMMUNITY FOUNDATION I kirkpatrick family fund 103 In 1999. 1 theConference of Southwest foundations pu b! ished an inter view with Mr. kirkpatrick regard ing h is philosophy of philanthropyropy. Below are h is a nswers to several I questions

Whot have you enjoyed most about beinga philanthropist? f look at it as an aspect of my business career. As a businessman 1 saw it as my 1·esponsibility to make more money and then do something worthwhile with it.

what areas ofphilanthropic giving have you enjoyed the most> l approach the various areas of philanthropy as 1 have approached making m y money work. I'm partial to diversification, rather than any particular area. I think it's important to be broad in our support. We need to support both the Salvation Army and the Art Center. You can't have one ailing without the other also su ffering. If you have a sore toe., the whole body suffers.

2003-0-1- It has been suggest that 1hr philanthropic spirit isnot as alive and well as previously what is your observation? fund TRUST E E S That idea is crazy. Here's an example. (In 1998), I offered matching grants for approximately 200 agency endowment ·funds. The amounts to be matched r anged from $5,000 to $10,000. Christian K. Keesee J thought there would be 200 to 300 responses at most. There were 4,000 individuals John E. Kirkpatrick responding; 4,000 people in our community were willing to contribute Lo a designated fund Joan Kirkpatrick to have it matched. Community foundations broaden the base of ph ilanthropy. John Belt

Douglas Cummings 2003-04 KIRKPAT RIC K FAMI L Y AFFILIATED FUND G RAN TS

George Drew • Allied Arts-$20,000 lo support the 2004 ann1,1al • Dentists far the Disabled and elderly in Need of treatment Jane Harlow campaign. - $20,000 to provide dentures for 50-60 persons on the agency's waiting list. Ann Johnstone • Arts council ofOklahoma city $20,000 to assist with the Community arts Program. • Edmond Historical society $8,000 to provide general Anne H. Morgan operating support for the museum, collections, poly Nichols • britvil community food pantry $10.000 to assist with and research library concentrating on the history three months of food costs and supplies for the of Edmond. James Pickel pantry. George L Records • (TEEM) The Education and employment Ministry - $15 .ooo • Canadian county 4- H foundation - $15,000 Lo provide to provide general operaling s1,1pport for unem 4-H programming at the Kirkpatrick Farm in p loyed and underemployed individuals lhrough a Yukon. program of self help.

• CarePofnt - $15.000 LO assisL with coordinated ac • Fine Arts lnstituteofEdmond-$20,000 for the comple cess to health care and support services for persons tion of a courlyard at their n ew facility. living with A IDS across tbe state, and also to promot prevenLion and educaLion. • William Fremont Harn Gardens -$25,000 to provide general operating support for this living history • Celebrations! educational services $15,000 to assist site and museum and lo assist with costs for the with renovations to their new building located at new Lincoln boulevard entrance. 5716 S. western • junior achievement ofGreater Oklahoma city - $8,000 to • The Children's center $25.000 to assist with a assist with K-12 economic education c1,1rriculurn. Pediatric Medical Rehabilitation Unit. • Lund legacy $20,800 to assist with ongoing and • Cimarron Circuit Opera company to support planned conservation efforts in the Edmond area. the Cool Kids Opera Camp. • lyric theatre $10,000 support for the 2004 sum • city arts center to provide general mer musical produc1ions. operating support for interactive arts experiences through exhibitions oflocal and regional artists, • Mabee-Gerrer Museum ofArt- $35,000 to assist. with classes and workshops. underwriting the exhibition Unveiling Ancient Mystery, Etruscan T reasures. • city ofOklahoma City Police Department - $13.200 to pro vide Executive Trai.ning al 1he senior Management • Metropolitan Better living cventer 12,000 to provide I institutefor Police for two officers. general operating supportfor th is aduJt day care facility. • creative alternative Programs - $ro,ooo assistance with the Mu-sic in At-Risk Schools program at th three alternative schools.

104 kirkpatrick Fmn1/y fund I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004-Annua/ Reporl kirkpatrick family FUND City Arts Center HIGHLIGHT '{'-· Since 1988. City Arts Center has been providing quality. accessible and affordable arts programming to the community. The organization provides interactive arts experiences through exhibitions of local and regional artists. classes. lectures. workshops, special events and outreach efforts such as Creative Communities that provides instruction in the performing, literary and visual arts for child ren and

youth living in public housing. In 2004, C ity Arts center received a Kirkpatrick Family fund grant to provide operating supportfor interactive arts exh ibitions classes and workshops.

2 0 03-04 KIRKPATRICK FAMILY AFFIL IATED FUND GRANTS continued

• neighborfor neighbor 10.000 for prescription • rainbow fleet - $10.000 to initiate the Resource r E L celebratingR A T I N G medications for low-income families. Center for Early C hildhood Caregivers and Parents located at Rainbow fleet • Oklahoma Blood institute- $21.000 to assist with pur chasing a new bloodmobile to serve the Oklahoma • Rebuilding Together -$10,000 to provide general City area. operating support for repairs provided to low income elderly homeowners. community facilities - 2 003 - • Oklahoma Children's Theatre- $38.000 10 provide and public school spaces. general operating support for theatre productions targeted to children's audiences and to hire a • Red Earth- $15,000 for general operating support providing quality service In do consultant LO assist with board planning. to promote and preserve the traditions of the American Indian history and culture. nors nonprofit organizations • oklahoma city association of rowing to purchase racks for boats and boat lifts for 1he • R,gionol AIDS interfaith network $20.000 for general and professional advisors is key new boat house. operating suppo1·1 to assist individuals and fami to the success of the Oklahoma lies livingwithAIOS. • oklahoma museum of art $35,000 to assist with city community foundation In film programs for professionals and children. • Regional Food Bank-$30,000 to assist with freight 2003. weadded an online report delivery costs for food items. • Oklahoma city philharmonic - $25,000 lo support the inf system lo the web site for do Philharmonic's Classics Series. Pops Series and • Dale rogers Training Center- $40. 000 to assisl with nors with advised funds through youth concerts. construction costs for an additional building to provide new and expanded programs. donor central they can reviewtheir • Oklahoma city PublicSchoals foundation - $20,000 to fund value and gifts made to the assist with a research project that will collect and • Shiloh Summer Comp-$ 15,000 to assist with con analyze data on each stakeholder group within the st ruction costs for a new lodge. fund as well as electronically rec Oklahoma City School District. • St.John's Episcopal School - $20,000 lo assist with ommend grantsfrom the fund In • Oklahoma Foundation/or thedisabled $6.500 LO pur a collaborative music program with five schools 2004 we mode thisservice avail chase a heating and air-conditioning unit for their participating facility. ableto nonprofit organizations with • St. Mary's Episcopal School- $25,000 to assist with permanent endowment funds • Oklahoma Historical society $92,000 LO support a enhancements 10 the school's music program, three-year project to develop thejohn and Eleanor physical fitness area and new media center. Kirkpatrick Archives. • Special Carr - $ 10,000 for supplies and equipment • Oklahoma Shakespeare in the Park-$8,000 to assist with expenses. underwriting the 2004 summer season. • Sunbeam family services $10,000 to provide general • Oklahoma visual arts coalition 10 assist with operating support for social services to individuals marketing and coordinating costs to expand three and families. programsstatewide. • travelers aid $10, 000to assist with the Family • oklahoma zoological society - $10, 000 to support the Outreach Program. Zoo FUNdd for Kids program. • United way $15,000 to support the annual cam • payne Education Center- $15,000 for general operat paign. ing support 10 train teachers in multi-sensory curricula designed to assist students with special • variety Health Center - $23,000 assist with basic lab learning needs. tests for young women.

• Planned Parenthood - $35,000 to support medical and • westminster School- $25,000 capital campaign as educational programs. sistance for new middle and lower schools.

2004 Annual Report I OKLAHOMA CITY COMMUNITY FOUNDATION I kirkpatrick family FunJ I 05 T HE KIRKPATRIC K FAM I LY fund matching grants

The Kirkpatrick Family Fund provides matching grants for nonprofit organiza tions with permanent agency endowment funds at the Oklahoma City Community Foundation. Any nonprofit organization wishing to establish an endowment fund at the Oklahoma City Community Foundation can request a grant from the Kirkpatrick Family Fund of $8,000 that must be matched with $12.000 raised by the organization in order to start the fund. Nonprofit organizations that currently have an endowment fund may request a match of one dollar for every three dollars the agency raises. For more information, contact Susan E vans at 405/767-3702 or [email protected].

2 U0"\-04 MATC H ing G RANTS

• best friends ofthe oklahoma city Animal We welfaredivision- $ 8.000

• Calumet School Foundation - $10,000

• clevelandcounty historicalsociety - $10.000

• community health centers- $5,000

• Crown heights-edgemere Heights Homeowners Association - $2,500

• Drug recovery - $10,000

• Edgemere Park preservation- S2, 500

• edmond senior community Foundation-$5,000

• Hillel foundation/ university of oklahoma $20,000

• Institute ofinternational educational - $ I 6,500

• integris Baptist medical center Foundation/ Jomes L. I/all Center for Mind, body and spirit $10,000

• Mesta parl Ne tghborhood Assoc association- $ 6. 5 oo

• Ok·lahoma city geolgical Foundation - $8,000

• Oklahoma city Orchestra League - $10,000

• oklahoma Goodwill lndustries-$20.000

• Oklahoma physicaltherapy foundation - $ 10 ,o oo

• oklahoma railway museum- $8,000

Oklahomans for Special Library Services- $3,300

• OSU Agricultural Education Scholarship Program - $13,000

• Prevent Blindness oklahoma - $8,000

• Ralph Bullard Heritage foundation/ christian Heritage academy - $Io. 000

• st. john Chris/inn Heritage academy/ waltine lynette jacksonEndowment - $10.000

• Scared Heart catholic school $15,000

• shartel Boulevard Development authority - $1 o ,000

• sisters of benedict $8.ooo

• world neighbors

106 kirkpatricj family fund I oklahoma OMA C ITY community foundation I 2004 Annual Report TRUSTEES I STAFF

Governance & adminstration For 35 years, our mission has been and remains to serve the charitable needs of donors

G OVERNANCE & and Oklahoma city and we have accomplished this thanks ta the able leadership and A DMINI STRAT ION vision of community leaders and staff From the original nine Trustees to the 15 who + are currentlyserving and a// in between, the Oklahoma city community Foundation has been fortunate lo tap from the best and brightest our community has to offer.

2003 - 04 Through the guidance of all, we have grown fessionals who receive outside counsel from EXECUTIVE COMMITTEE from an organization with assets ofjust under James Hotchkiss of Chicago, Ill. (see page 11 I James H. Holloman, Jr., Chairman $1 million in r969 to assets of $438 million fora list of2004 Investment Committee Members) . In in 2004. Through this growth we have been addition, other committees provide guidance able to help thousands of donors meet their and leadership in specific management areas nancy L. Coats charitable goals while providing assistance and are listed on th is page. Jeanette L. Gamba and leadership to the community's nonprofit A fulltime professional staff of 19 oversees Kirkland Hall organizations. the day-today operations and details in the Our Board ofTrustees is comprised of 15 area of administration, fund management, Ronald). Norick committed individuals representing commu accounting, development and marketing Paul B. Odom.Jr. nity organizations and donors. The Trustees community programs and communications. direct policy, approve grants and monitor the Both Nancy Anthony, executive director , and investment policy to ensure donors' gifts are Carla Pickrell, director of administration, 2003- 04 protected. The Executive Committee along have provided leadership to the organization AU 0IT committee with four officers provide administrative and for nearly 20 years. Paul B. Odom.Jr.. Chairman management oversight. Our commitment to superior governance The Investment Commillee is responsible and administration ensures that the Oklahoma for the investment practices and performance. City Community Foundation will continue to Robert Dilg Committee members are a group of highly help donors help the community for the next watson moyers knowledgeable and respected financial pro- 35 years and beyond. John Rex Gene Torbett PAST TRUSTEES the following community and business leaders have provided invaluable leadership to our organization over the past 35years.

NAME I service YEARS

CharlesBennettl 1969-71, 1973-74 William Swisher I 1981- 83 Dr.James L. Dennis I 1969- 71 GeraldMarshall I 1 982-88 Luther T. Dulaney I 1969 -7 2 Dan Hogan, III I 1984-93 Harvey P. Everest I I 9 6 9 - 7 4 RayT. Anthony I 1985-94 Sylvan N . Goldman I 1969-78 James R. Tolbert, III I 1985-94 Dean A. McGee I 1 969-78 NancyP. Ellis I 1986-95 J.B. Saunders I 1969-78 Richard L. Van Horn I 1990 - 92 StantonL.Young l 1969-75 Dr. Jay Stein I 19 9 2 - 9 4 Dr. Leonard P. Elie! I 1971- 72 James Young I 1995-97 Jack Abernathy I 1972-81 J. Edward Barth I 1 9 8 9 - 9 8 Dr. William Brown I 1973-74 Frank McPherson I 1989-98 William Thurman I 1974-79 George J. Records I 1 989-99 John Kilpatrick.Jr. I 1975-80 Ben Demps I 1996-2000 F.M. Petree I 1975-84 Raymond Hefner I 19 94- 2 O o o Jean 1. Everest 119 7 5 - 8 4 Richard Sias I 1995- 2001 Jackie Carey I 1979-84 Linda Lambert I 19 9 3-2002 Richard Harrison I 1979-89 Robert Butkin I 1999-2002 Edward C .Joullian, Ill I 1979-85 William O.Johnstone It 994-2003 Morrison G. Tucker I 1979-89 Anne Hodges Morgan I 19 9 4 - 2 0 0 3 Dr. Clayton Rich I 1 980-89 Jeanette L. Gamba I 1994-2004

I 08 governance & administration I OKLAHOMA CITY COMM UNITY FOUNDATION I 2004-Annual Report 2003-04 BOARD of TRUSTEES

of hte mission statement as wellos a

oklahoma CITY community FOUNDATION 2003-04 OKLAHOMA CITY COMMUNITY FOUNDATION STAFF

oklahoma CITY community FOUNDATION FINANCIALS I INDEX With the guidance of our Investment Committee and carefully chosen stylespecific investment managers, we ore pleased to report a return of 15.03 percent for fiscalyear 2004 compared to benchmark of 12.39 percent. For the 10-year period 1995- 2004, INVESTMENT REPORT ·+ our general investmentpool hod o compounded annual rate of return of 10.28 percent, exceeding the benchmark of 9 .29 percent. Asset allocation and investment discipline are critical elements for good long-term investment pe,formance.

A complete description of invesment INVESTMENT PERFO RMANCE POOLED 1NVESTMENTS policies and a f ull 1nvesl me11/ report The investment policy of the Oklahoma and Nicholas Duncan. James H. are available ofyou are interested City Community Foundation calls for HollomanJr.,J. Edward Barth, in obtaining a copy. please contact Carla Pickrell al 4-05/235-5603 or a portfolio of stocks and bonds that is Christian Keesee, Kirkland Hall and c.pickre/[email protected]. highly diversified. Capital preservation, Jenee' Naifeh Lister served as ex- officio protection against inflation and long members. term growth are the fundamental This committee, along with investment objectives of the Oklahoma City counseljames Hotchkiss and Associates, Community Foundation's investment determines asset allocation between strategy. equities and fixed income. As ofJune Responsibility for investment policy 30, 2004, the target percentage of the and manager selection rests with a general pool invested in equities was 65 seven- member investment committee percent, with the balance in fixed income composed of four Trustees or formei investments. To provide diversity in Trustees and three non-Trustee the portfolio, the committee addresses Oklahoma City community leaders allocation as to different styles of equity with strong investment expertise. management and chooses style specific The investment committee for Fiscal professional investment managers. Year 2004 was chai1·ed by Ronald Investment portfolios and performance J. Norick and included William 0. are reviewed quarterly by the investment Johnstone, Paul Dudman andJames committee with the managers being Daniel. Community representatives judged on a ti me horizon ofthree to were Kenneth Brown, John Linehan five years.

\ year ended three years ended Ffive years ended T ten years ended june 30. 2004 june 30 2004 June '{O, 200~ june 30. 2004 EQU ITIES communtiy Foundation 22. 760/o 2 . 02% 0.59% 12.810/o S&P500 19. 100/o -0. 690/o - 2 . 200/o ll.85% note fa: equityperformance comparedto the standard und poor's500 stock index(s&p 500) FIXED I NCOM E fixed income performance is compared to the I lehman community Foundation 0.52% 6.48% 6.970/o 6.950/o government/credit intermediate bondindex Lehman GIG Int. -0.060/o 6.21% 6.750/o 6.91% (lehman G g inc and total return is compared t, acomposite of thesetwo indices withweighting based upon applicableassetallocation for fiscalywar TOTAL RETURNS prior to june30 1999 the mid range ofthe target community Foundation 15. 03% 4.57% 3.54% 10.28% asset allocation was 50% wquity and 50% j, fixed S&P500 income beginning withfy '99 the allocation was Lehman GIG Int. (Note A) 12.39% 2.13% 1.28% 9.290/o changed to 6,', 1 % equity and 35% fixed income

112 investment reportI OKLAHOMA CITY COMM U NITY FOUNDATION I 2004-Annual report independent AUDITORS' REPORT

The Board ofTrustees Oklahoma C ity Community Foundation, Jnc. Oklahoma City, Oklahoma

We h ave audited the accompanying consolidated statements of financial position of Oklahoma C ity Community foundation Inc. and its affiliated organizations (the "Foundation") as ofJune 30, 2004 and 2003, and the r elated consolidated statements of activities and cash flows for the years then ended. These consolidated financial statements are the responsibility of the Foundation's managemenL Our responsibility is to express an opinion on these consolidated financial statements based on our audits. We conducted our audits in accordance with auditing standards generally accepted in the United States. Those standards require that we plan and pe1·form the audit to obtain reasonable assurance about whether the consolidated financial statements are free of material misstatement. An audit includes consideration of i nterna I control over financial reporting as a basis fo1· designing audit procedures that are appropriate in the circumstances, but not for the purpose of expressingan opinion on the effective ness of the Foundation's internal control over financial reporting. Accordingly, we express no such opinion. An audit also includes examining, on a test basis, evidence support -i n g the amounts and disclosures in the consolidated financial statements, assessing the accounting principles used and significant estimates made by management as well as eva.luating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. ln o ur opinion, the consolidated financial statements referred to above present fairly, in all material respects, the financialnancial position of Oklahoma C ity Community Foundation. Inc. and its affiliated organizations as ofJune 30, 2004 and 2003, and the changes in their net assets and their cash flows for the years then ended, in conformity with accounting principles generally accepted in the United States. Our audits were made for the purpose of forming an opinion on the consolidated financial statements taken as a whole. The Oklahoma City Communily Foundation and Affiliated Organizations - Schedule of Assets i,s presented for purp oses of addi tional analysis of the consolidated financialnancial statements and is not a required part of the basic financial statements. Such information has been subjected to the auditing procedures applied in the audits of the consolidated financial statements and, in our opinion, is fairly slated, in a ll material respects, in relation to the consolidated financialnaocial stateme nts taken as a whole.

r>. ~-

Oklahoma C ity, Oklahoma August 13, 2004

2004 Annual Report I OKLAHOMA CITY COMMUNITY foundation I independent auditors' report 113 consolidated I statements of financial position oklahoma C ITY community foundation inc

june 30 2003

assets cash s :W3.S51 $ 1+5.260 accrued income 1.279,876 t,29~ ,4-l9 investments cash equivalent funds and securities 4'.lO ,51.2 IJ 3 365,364, 1 83 real estate 4 ,SGS .O-i3 JL?70.122 0,1and gasproperties 183 ,88 I 1 87 ,S.95 limited partnership interests .$ , 5'3+175 1 93C) T I 34 contributions receivable 1 . 061,588 3,011 , 290 propertyand equipment 290,42~ 311,504 collecttions

other assets I , 109, 0'2"' 6"3,57 1

$+38 ,738 , 253 $ 376,656,1)78

1 liabilities and NET assets

liabilities

accounts payable and other liabilities ~ 206, 156 $ 172 . 1 9 I grants and program services payable 3,101 , 984 3.210,39 1 Annuity contractspayable 113,688 139. 87? assetsheld for others l ,369~'297 1,270.009 agency transfers subject tp SfAS 136 GO ,311 ,784 55, ·•26 .67/J•

65 , I 02 1 909 60. '2: I 9 , I q.4. net assets unrestricted 373, 180,868 31~ . 967 .580 temporarilyrestricted -454,476 4 69 .-364 373 .635.3H 316,436.934

$ • 38 , 738.253 $ 376 . 656 .078

see notes inconsolidated financial statements

CONSOLIDATED statements OF activities OKoklahoma OMA community FOUNDATION, INC

year ended june 30.~004 year ended june 30,2003, temporarily temporarily unrestricted restricted total unrestricted restricted total REVENUES and SUPPORT total contributions $ 26 1"337,917 $ 23,059 $ '26,360,976 $ 10 . 748, 70 1 $ 10. .. 701 less agency transfers received 932, 0 038 932 .438 66 1 , 55 1 661 , 551 contributions 25 . 405,479 23 ,059 25 . 4 28.538 '10.087, 150 10 .087.1 50

'1 totalinvestmentmcnt income 10,353.642 10 .353.642 9. 577,964 S.517 . 96•1 less I income on agency transfers I ,565,841 ~.565,S•l-l 1.673. 312 1,67 3 , 3 12 investment income 8.787.81)1 8.787.801 7.90~.G52 7,'30i~, GG2

I total net investment gains 39 1 26X 1 738 :J.9T 268,73i!li ').~70,4~0 9,370 , •J.IS U less investment gains

on agency transfers 4,454,233 4 .-454 + 233 864.565 864,565 net investment gains 3 .... 6 1+ .505 ~4 .814•.505 8.505,915 '8,505 , 9 1 5

change in valueof split-interest agreements 19 , 319 26,011 H.330 14,674 9,566 'l+ ''2• 0 other income 136 , 870 1'3 6,870 126, 642. 126,642 net assets released from restrictions G3 .!MS (63 , 948) 60. 270 (GO. 270) total REVENUES AND SUPPORT 69 ,227 . 922 (1,1 , 878) 69. 2 13,0•U 26,6~9.J03 (50,704) 26,6-• S . 5 99

EXPENSES AND distributionsRlllUTIONS loti.l grantsand program services I() .5(15,296 10 . 505.296 13,90/t , 763 13 ,904,763 less grants on agencytransfers 1 ,758,981 l . 758 98] l.806,4-53 I. 806. +53 grants program services ~.746 , 315 8.7,6 . 315 1'2,098, 310 12.098,310

I otal investment expenses and managements fees I , 782., 17~ 1.782, 172 1. 5 10.~98 .510 . 298 less fees on agency transfers 21L1s 1 212. 151 205 693 205.693 investment expenses and management fees I .570.0'2l I .570 . 021 I .30~.605 1. 304,605

general and administrative I ,3!:.?7, 2 1~ I I • 327, '2.. 1 1. 322.Ha 1.322 . 888 development 371,057 371 ,us? 1.8•t-.8l 1 2~4, 8 I I total expenses and DISTRIBUTIONS 12 . 0 1 .... 634 l 'l ,01+, 631f- 15 , 0 10 . 6 1•~ 15.010,614

increase (decrease) IN

NET assets 57 .213.28·8 (1~. 878) 57.198.

net assets sy beginning OF YEAR 315.967 . 580 rHi9, 354 3 10 ,. of•l6, 93.f 304,278.891 52.0 , 058 30·> . 798. 9"'9

NE:"I' ASSETS AT END OF YEAR $573.1 $0 , 86$ s -454, 47G $ 373 ,635,JH .$ 3 15,967,580 $ +69. 35•1- s 3 16 ,1~36,934

114 financial I oklahoma CITY COMMUNITY FOUNDATION I !2004 Annual report CONSOULlA rm statementsI rs OF cash flows OKLAHOMA city COMMUNITY foundationION. INC. year Ended lune 30 2004 2003 operating 111:.S increasein net assets $ 5 7 , 1981410 $ 11.fj37,9tHi adjustments to reconcile to net cash provided by operating activities depreciation 190 • 5 0 1 169,810 depletion 3,77+ 4·, 718 noncash contributions (20,736. 232) (2,849.994) net noncash receipts (21 ,HO) (35,156) Net investment gains (39,268, 738) (9.370,HO) I investment incomeearned on index funds (1, 66~, 957) (-151, 094) accretion of discount 1230, GOO) (2H, 8491 increase.. tn assets held for other 99,'288 ,i. 34,()74 decrease in accrued income 12,54 1 ':.! 14. 95'2. (increase) decrease ln contributions receivable 1,90, 702 (788,290) increase in agency transferssubject to SFAAS136 •I 835, 1 I 0 t.093,1 1~ increase (decrease) in grants and program services payable (108.407) 307,190 decrease in annuity contractspayable (26. 191) (7.02') I increasein accounts payable and other liabilities 33.965 15,808 net cash PROVIDED BY operating activities 2,315,726 I '18, 766

investing activities purchases of investments (387. 151 .~39) (361,898 . 878) proceeds from sales and maturities of investments 3H,763,9;l7 'StH.179, 7••!.i proceeds from sale of real estate 139, I I 8 proceeds fromsale of property and equipment 550 purchases of property and equipment (23 .67 1 I (29 ,928') proceeds from other assets l • . 8 20 717,3•~9 net cash used I N INVESTING activities (2,257.4-35) (31 , 162)

increase IN CASH 58,291 97 • GQ4-

CASH AT beginning OF year H 5. 2GO 4 7 , 65b cash AT end OF year $ 203,55 1 s lH.260

notes TO CONSOLIDATED financial statements OK LA homa CI TY COMMUNITY foundation INC, Ju ne 30. 200,f

NOTE A-ORGANIZATION AND SI GNIf !CANT ACCOUNTING POLICIES oklahoma citycommunity foundation Inc. (the "foundation") wasincorporated december 30 1968. undert the laws of the state of Oklahoma, asa not for profit organizationwithout capitalstock to serve thecharitable needs of the oklahoma city area throughrougl, thedevelopment andadministration of endowment funds with the goal of preserving capitaland enhancingitsva lue for t he benefitofthe oklahoma city area

basis of accounting the consolidated financial statements ofthe foundation havebeen prepared on the accrualbasis of accounting and , accordingly reflect ,1H ,,gnif1c.11 n1 receivables payables and other assets and liabilities

reporting ~11t 11 1- The consolidatedfinancial statements include the assets liabilities net. assets changes ,n net assets and cash flowsof thefoundation and its twenty-six affiliated organizations

formed during formed During affiliated organizations year ended june 30 affiliated organizations year ended june 30 the william e and margaret h davis family fund pf oklahoma city disaster relief fund inc 1995 the oklahoma city community foundation inc 1 987 the omniplex affiliatedfund of heritage hall affiliated fund of the oklahoma city community foundation Inc. 191\8 the oklahoma city community foundation inc l 199

John and claudia holliman affiliatedfund of the kirkpatrick center affiliatedFund of the oklahoma city community foundation inc 19977 the oklahoma city community foundation inc 1989 the kirkpatrick family affiliated fund of raymond h and bonnie hefner family affiliated Fund of the oklahoma City communityfoundation l nc. 1969 the oklahoma city community foundation l nc. 1998 cowboy hall of fame affiliated Fund of hospice foundation of oklahomaaffiliated fund of the oklahoma city community foundation Inc. 1991 The oklahoma city community foundation Inc. 1998

lawton community foundation inc oklahoma Air space museum affiliated fund of the oklahomancity community foundation inc 1991 oklahoma city retailers foundation affiliated fundof oklahoma city art Museum affiliated fundof the oklahoma city Community foundation inc The oklahoma city Community foundation luc. bob & nancy anthony family affiliated Fund of the oklahoma city community foundation inc malzahnfamily affiliated Fund or 2000 the oklahoma city community foundation inc love family affiliated Fund of the oklahoma city community foundation inc 2000 leadership oklahomacityaffiliated Fund of the oklahoma City community foundation Inc. 1994 Robert and blanche gordon family affiliated Fu nd of deer creek affiliated fund or T he oklahoma Cily communityfoundation inc 2001 the oklahoma city community foundation inc 1995 2001 allied arts foundation affiliated Fund of Community resources real estate Inc-, 2001 the oklahoma city community foundatin Inc. 1995 janice and joe L. singer family affiliated fund ol oklahoma philharmonic affiliated Fund of the oklahoma city community foundation inc the oklahoma City community foundation Inc. 1995

1995

2004 Annual Report I OKLAHOMA CITY COMMUN ITY foundation I financials 115 notes TO consolidated financial statements - continued oklahoma city community foundation INC . june 30 2004

NOT E A organization AND significant grants and program services grants andprogram services represent amounts account INC policies - continued awarded to various not-for-profit organizations lo assist with funding of general reporting entity- continued the affiliated organizations are included with the operations or special programs Grants and program services payable consist of foundation in 1he accompanyingconsolidated financialstatements because the unconditional amounts award but not paid, to not-for-profit organizations foundation h11s an t.1cor1 omi<' interest in the organizations and effectively controls substantially all amount includedin liabilities atJune 30, 2004. are expected the affiliated organizations boards of trustees further distributions made by the to be paid during the year· endedJu ne 30. 2005. affiliated organizations exclusivelybenefit the charitable and educationalpurposes of thefoundation AJI material interorganization transactions have been elimi- investments securities and other investments are managed by various investment nated managers substantially all investments are held under a master custodial arrange ment by a bank trust departmentment. basis of presentation financial statement presentation follows the recom= cash equivalent funds are comprised ofshort term highly liquid investments mendations of thefinancial Accounting standards board in its statements of that arereadily convertibke into known amountsof cash. financial accounting standards (SFAS) No. 116. accounting for contributions received Cash equivalent funds, U.S. government obligations asset backedobligations and contributions made No. 117. financial statements of not-for-profit organizations and bonds;, mutual funds index fund.s. and common and preferred stocks are reported

No. 136, Ttransfers of assetsto a not-for-profit organization or charitable Trust that raisesor a, fair value in the accompanying consolidated financial statements Fair values Holds contributions for others are based on quoted market prices ofavailable, 0 1· the best estimate of fair value Under SFASAS l6 and 117 the foundation is required 10 report information determined by the Foundation or the investment manager limited partnership regarding its financial position -and activities according to three classesof net as interests are reported at estimated fair value based on valuations received from

setsunrestricted net assets temporarily restricted net assets and permanently independent appraisals All other invesments are valued at the lower of cost or fair restricted net assets contributions received are reported as unrestricted tempo- value realized gains and losses on sales or securities are computed on the average rttrily restricted or permanently restrictedsupport depending on the existence or costbasis. nature of any donor restrictions The standards also providethat If I thegoverning body of anorganization has the right to remove a donor restriction the contri- Qi! and gas properties Depletion ofoi l and gas properties is based on estimated butions should be classified as unrestricted net assets the Foundation receives reserves contributions from donors with advice regarding distribution of the assets the earnings therefrom The Foundation attempts 10 meet the desires expressed by property and equipment property .1nd equipment oscarried at cost o r. is donated the donors at the time of the contributions however the foundation reserves the 111 the estimated fair valueat the date of donation depreciation is computed using right to modify any restrictions or conditions on thedistribution of' funds for any the straight-live methodover the estimated useful lives of theassets the estimated specified charitable purpose or to specified organizations if, in the sole. judgement useful lives are three to five years for furniture, fixtures and equipment and of theFoundation's board oft trustees such restrictions or conditions become un twenty for buildings necessary incapable of fulfillment. o r inconsistent with the charitbale needs of the community accordingly the consolidated financial statements classify all net assets assets Held for othersAssets held for others represents the portion oF assets re as unrestricted with the exception of assets related to charitable lead and remain- lated to charitable lead and remainder trusts that are held for the donor or other der trusts which are classified as temorarily restricted net assets due: to the time designated beneficiary this liability os equal to the present value of the expected restrictions ofthe assets future payments 10 be made to the donor or otherdesignated beneficiary the li SFAS 136 requires the Found:1tion to account for assets are contributed by . ability for assets held for others on agreements in which the foundation is named

not-for-profit organizationfor the benefit of that not-for-profit organization or as the charitable beneficiary but the designation is revocable is equal to the fair one of its affiliated organizations .as A liability to the specified beneficiaryconcur- value of theassets rent with its recognition of the assets received All assets of this type and the activity associated with those assets are reported as agency transferssubject to SPAS 136 collections the Foundation does not indude either the cost or the value- ofiL:i. in the consolidated financial statements collections in the consolidated statements of financialal position, nor does it recog nize giftsof collection items as revenues ln the- consolidatedstatements o[ Activities. contributions receivedcontributions received are recorded as unrestricted net assets as discussed above. it s the expressed intention of the foundation to honor functional allocation of expenses the costs of providing the various programs the designations of donors however the foundation reservesthe right to exercise and other activitieshave been summarizedon a functional basis in the consolidated final control over all funds statement:s of activities costs are allocated between development general and administrative or grants and program services based o n evaluations of the related contributions receivablecontributions receivable which arise primarily from activities general and administrative expenses include those expenses that are not

trusts and estates are valued at present value atthe financial statement date. this directly indentifiablewith any other specific function. but provide for tbe overall valuation assumes collection within one year however. due to the nature of the support and direction of' the Foundation.

receivables 1he final seulemcnl dates are uncertain all aounts are expected to be fully collected income tax statusthe foundation and its affiliated organizations are exempt from federal income tax under section 501(a) as an organization described ln

donated assets donated marketable securities and other noncash donMions are section 501(,)(3) of theinternal revenue Code ( the '"Code"), and have been de recorded as contributions at their estimated faor values at the dtttt of the donation. terminednot to be A private foundation under section 509(a) of rhe Code. As a resukt income taxes are not includedin the accompanying consoldiated financia donated services No-amounts have been reflected in the consolidated financial statemetns statemetns for donated services, The Founclauon pays for most services requiring specific expertise concentration of credit risk the foundation maintains cash In bank deposit ac counts that at times may exceed federally insured limits foundation has not experienced any losses in such accounts and believes that it 1s not exposed 10 any gains in the period received and as assets, decreases of liabilities, or expenses de significant.. credit risk on cash or cash equivalents pending on the formof the benefits received. Nu amount have. been recognized in the consolidated financial statements for conditional promises Lo give because.. use of estimates The preparation of consolidated financial statements in confor-

the conditions 011 which they depend have not been substantially met at june 30, mity wilh accounting principles generally accepted in the United states requires 2004· anf 2003, conditional promises tp give total approximately $816.000 and management to make estimates and assumptions that affects the reported amounts $947 .000. respectively ofassets and liabilties and disclosedcontingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. actual results could differ from those estimates

ll 6 financials I oklahoma C ITY COMMUNITY FOUNDATION I 2004 annual Report notes TO consolidated financial STATEMENTS - Continued oklahoma CITY community foundation I NC:. June 30, 2004

NOTE A-ORCANIZATION ANDSICNIFICAN1 expected future benefits (p ayments) to be received (paid) by th~ foundation (hen • accounting POLICIES - coninued eficiaries based on changesin life expectancy and other assumptions Discount use of estimates- continued estimates dud are particularly susceptible to signif- rates ranging from 3.8% to 8.0% were used in these calculations at the dates of du~ icant change include1hc valuation of contributions receivable management's esti- contributions split-interest agreements for which the Foundation is the trustee mate is based on consideration ofall relevant available information and an analysis but the charitable beneficiaryis revocable are included in the asseetsa nd liabilties of the collectibility of individualcontributionsions. which arise primarily from trusts above-. The liability for these revocable agreements is equal to the fair value of the and estates at the financial statement date, assets.

reclassification certain reclassifications have been made in the 2003 consolid NOTE: E- CRANTS AND PROCRAM SERVICES PAYABLE ated financial statement to conform lo the classifications used in 2004, grants a11d program services payable consistof unconditional amounts awarded but not paid, to various not-for-profit groups T he foundation's trustees have also NOTE B - I NVESTMENTS approvedconditional g rants and programservices totaling approximatel S60,000 I investments in cash equivalen funds and securities at fair value consist of the and .S I 16,000 at june 30, 2004, and 2003, respectively No amounts have been following recognized in the consolidated financialstatements because the recipient agencies have not met certain conditions of the grant June 30 2004 2003 NOTE F - COU ECTIONS The foundation maintains various collections of works of art historical treasures cash equivalent funds $ 12,065,906 $ 8,259 , 042 and similar assrts these collections are maintained for public exhibition. educa- securities tion and research in furtherance of publie servicerather thrtn for financial gain U.S. government obligations 76,333 , 525 77,228,796 These assets are protected kept unencumbered cared for, .ind preserved by the asset backed obligations 36.990,0 13 43,639.307 kirkpatrick center affiliated fund as a matter of policy, the proceeds of items bonds -~86 , 0 1 7 605,736 collectionsthat are sold are used to acquire other items for collections mututal. funds 8,801,003 7,697,1'>5 The Foundation maintains nine separate collections. including the african Art equity Index funds 8717431053 79 , 621 .9+6 collection Asian Art collection boehmcollection baker collection C lock bond index funds l'J,6•~1.998 3, 154 collection payne Collec,ion, sutton collection Pre-Columbian collection and common and preferred stocks 186.450,598 1•18 .309 .057 victorian DoJI house collection each of these collections is subject to the policies 408. •H6,207 357,105 .1 41 referred lO above $1,20,512, 113 $365. 364.183

NOTE C - CONTRIBUTED SERVICES Real estate is net or accumulated depreciationof approximately S456.000 and severa; of the foundation's trustees who assist the foundation with special projects .$311.000 at june30. 2004 and 2003. respectively Producing oil and gasproper providecontributed services No amounts have been recognized in the consoli- ties are ncl of accumulated depletlon of approximately $611.000 and $608.000 at dated statements ofactivities because the criteria for recognition have not been June 30. 2004 and 2003, respectively Satisfied. investmentsin limited partnershipinterests are reported at estimated fair value. fair value is generally determined by independent at the time the gift os NOTE H - RETI REMENT PLAN AND OTHER BENEFITS made and is revalued periodically using information relatingto the value of the substantially all employees of the Foundation participate in the retirement Plan underlyingassets and other factors deemed relevant to the valuation o r Oklahoma City Community foundation lnc. (1he "plan" commonly known as a Section 4O3(b) plan. Under the Plan, the Foundation contributes 10¾ of the NOTE. C - PROPERTY and EQUI PMENT respective employee's regular salary to provide retirement benefits In addition property and equipment is summarized as follows employees may contribute- a specified percentage of their regular .salary to the Plan. the total amount contribute by the foundation and the employeecannot exceed 100% of the employee's regular salary s ubject to I internalRevenue service limita- 2004 2003 tions contributions made b y the foundation are 100% vested after six years of ser vice benefits pai u nder the Plan are limited to the sum of the employee's and the land $ 43,000 s 43.000 foundation 's contributions and investment ear n ingson those contributions the Building 338,54·8 335,540 foundation contributed approximately $77,000 and $ 100,000 10 the plan during furniture fixtures and equipment 419,701 4 10,935 the years e nded june 30. 2004 and 2003, respectively 801 ,249 789,•~75 The foundation entered intoseverancebenefit agreements with selected key less accumulated depreciation 510,825 ·l77 , 97I executives Spilt-dollar life insurance premiums of approximately $117,000 and $ 29(),424 $ 3 11 ,504 S104-.000 are included in other assets and severance benefits payab;e of approximately $200,000 and .$162,000 are included In accounts payable .and other liabilities NOTED - SPLIT· INTEREST AGREEMENTS at jun 30, 2004 and 2003, respectively at June 30, 2004 and 2003. the foundation has recorded approximately $2 .023 ,000 anf SI.912,000, respectively ln fair value ol various splitinterst NOTE I -AGENCY TRANSFERS SUBJECT TO SFAS 136 agreements as an asset in its consolidated statements of financial position assets the Foundation follows the provisons ofSFAS 136, transfers of assets to a not-for-profit received uncle,· theseagreementsare recorded at fair value and in the appropri- organizationor charitable I trust that raises orholds contributions for others Th is statement es at net asset category Related contributions per the agreements are recognized as tablishesstandards for transactions 1n which the Foundatio n accepts a contribution contribution revenue attd are equal to the presentvalue of future: benefits to be from a donor and agree.s to transfer those assets the return on investment of those recived bythe foundation over the term of the agreements,. Contribulion revenue assets or both lo another entity that is specified by the don.or. SFAS 136 specifically related [O these agreements totaledapproximately s33_000 and $22.000 in 2004• requires that if a not-for-profit organizationestablishes a fund at 1;9 community and 2003. respectively liabilities have bee established fo1· those split-interest foundation with it~ own funds and specifiesitself or one of its affiliated organiza- agreement for which the foundation L-, the trusteeor for which the foundation os tions as the beneficiary of thatfund, the community foundation must account for obligated to an annuitant under a charitable gift annuity these liabilities totaled the transfer of such assets and the activit associated with those assets as 11 liability approximately SI •l-83.000 and Sl.+10,000 at june30. 2004 and 2003. respec- Thie foundation maintains variance power, as described in the governing docu tively during the term of these agreements changes in the value ofthe split interest ments of theFoundation, and legal ownership over these funds and aii; such. t'~t agreements are recognized in the consolidated statements of activities based on continues to report the funds as assets of the Foundation. Va variancepower assures accretion of the discounted amount ofthe contributionr-ibution. and reevaluations of the donors that if th e- charitable purpose of theircontribution becomes impractical pr

2004 annual report I OKLAROM.A CITY COMM UNITY foundationDATJON I financials ll7 notes TO consolidated financial statement - continued oklahoma city community foundation INC. June 30. 2004

NOTE I - AGENCY TRANSFERS SUBJECT TO SFAS 136 - Continued assets ue, includedin investments fu the consolidated statements of financial posi impossible. 1he distributions will bt directed to similar purposes in the commu tion. according to the fund agreement these contributionswere: intended to be: nity A liability for agency transferssubject 10 SFAS 136 has been established for the in il temporary fund and 001 added to the. foundation's endowment funds. during fair value of theassets contributedby not-for-profit organizations fo1· their benefit bankruptcy proceedings involving an entity in which the donors held .in owner- in the amount of' approximately $60.312.000 and $55.427.000 at june30. 2004 ship interest the joint liquidators alleged 1he. fund.) contributed LO the foundation and2003. respectively were proceeds of illegal dividends obtained by the donors and should not have been contributed to the Foundation, discovery procedures are underway to determine NOTEJ - CONTI contingencies whether an adversary proceeding or other action should be filed to attempt to re Between 2001 und 2003, the foundation received contributions from certainin cover this fund's remaining value from Lhe- foundation the ultimate outcome ol dividuals related entites which afterdistributions 10 designated beneficiaries this mattercannot be determined at ihis time have a remaining fair valueof approximately $21.500,000 at june 30, 2004-. These

OKLAHOMA CITY COMMUNITY FOUNDATION AND AFFILIATED organizations- schedule OF ASSET$

oklahoma CITY COMMUNITY FOUNDATION. INC.

june 30

2004 2003

oklahoma City Community foundation inc ~ 179,867.669 s 144,113,056 william E. ~n(I margaret H, davis family 1.4l9.ll91 l.'.l0l.773 omniplex 5 , 046, 155 .~.736.163 kirkpatrick Center 40", 167,722 37,793.262 Kirkpatrick family 162,057, 137 \4-3,08~ ,525 Cowboy hall of Fame 865, 30+ 756 , 779 Oklahoma Air Space Museum 5.043,356 4,593 , 339 O klahoma City Art museum 5,5 12.515 5,055.278 malzahn Family 1,266,217 1,200,963 Leadership oklahoma City 979, 513 897,312 Deer Creek 1,293,630 I , 15 4, 6tl4 Allied arts Foundation 942,153 868,1'1-7

Oklahoma philharmonic l.605, 5Q3 1,472,415 Rural Oklahoma Community foundation inc l.997,517 1, 820 , 141' O klahoma City Disaster relief F'uncl, Inc, I•! ,397, 997 13.9•~6 .-~91 Heritage Hall 1,649,349 1,501 , 785 John and Claudia Holliman 1,413,362 1,440,-~58 Raymond rt. and Bonnie Hefner Family 1,410.397 l,2H,653 Hospice foundation of Ok.l-ahoma 1,287,910 1,124.026 Lawton community foundation lnc. 2.796,485 2,020 , 403 Oklahoma City retailers foundation 1.815.797 1.685,561 Bob & Nancy anthony family 634,816 551,634 l.ove Family •I. 0 0 8-, 2 1 3 ,1,00,. , s Is Robert and Blanche Gordon Family 1.118,241 1,028 .5+9 Community resources Oil and gas 31,723 13,635 Community resources Real estate 200 200 janice and Joe L. singer family 1.076,981 439 , 705.453 377 , 4-44,673 967,200 788.595

$ 438. 738,253 $376,656,078

118 financial I OKLAHOMA C1TY community foundation I 2004 annual Report index

arthritis Foundation I oklahoma Chapter 79 Bleakley, Col william E. 14

arvine Ron & julie 14. Bledsoe, dianne & chaf 14 a ashwell ora 22 blevins M r. & Mrs. James L. 14 AARR oklahoma 14 association of fundraisingProfessional:, 73 Annie & issac Bloom educational scholarship 51

abide I insrance agency J inc 14 William H, & Martha E.. atkinson Foundati.on 22 blumenthal morris &. linda 14 abernathy, jack 108 Bock. William H. 58 abernathy, jack HH. 2 1 b Bockus., Henry & teresa 14 abney William C . & patricia 14 bachelors C lub of Oklahoma City 23 Boghetich. tony 86 abshere marle & kathleen 21 H . £ . Bailey memorial 14 bohanon, judge & Mrs. richard L. 14 acers Dr- & Mrs thomas e 14 betty L baker Memorial 2.3 Bohn. drs. Tim & Shelley 14 ackerman jasper D. 21 baldwin j timothy 14 Boland.John L , 56 ackerman Ray 86 ballet oklahoma 73 Patrick S. bonds memorial scholarship 65 ackerman ray & Lucille 21 bank of america Foundarion 14 bonds, james H . & Marilyn 24

Aid for individualdevelopment 82 Bank of oklahoma foundation 14 bonebrake Ron & linda 14 albright Clyde 21 bank One, oklahoma city 14 boone Steve & Karla 24 aldridge Tom S. & marye kate 2 1 C. wayne Barbour memorial 2.3 Bowen .. Charles & cassandra cavins 24 alexander mary 14 Bardwell. david W. & catherine Mae 23 Bowers. Mr. & Mrs-. Rober'l S. 24- alexander patrick &. linda '21 barghols steven I(J. Bowker. M,·. & Mrs jaxk 14 aaron alley memorial scholarship Fund 65 barker marcus anne 23 bowman T. H . 14 Allied Arts foundation affiliated Fund 86 barlow michael & A anita14 bown Don & Jane 14 All Souls episcopal church 82 barnes, john 59 bown O ral ann 24 allen O . .June 51 richard Barth Memorial 14 Boyd. Lois 14 Allen, W.W. judith A. 14 barth gene & ed 23 Boys&. girls Club of Oklahoma County 84 allen memorial education Fund, mike 65 barth Edward 65, 87, 108 Boy scouts of america 1 last frontier council 84 allison william E. & suzzan 14, Baugh, florence & Russell 23 margaret annis boys trust 51, 98 hal W. Almen - west OKC rotary mary ann bauman M.D. 96 bozalis Dr.John 59 scholarship Fu nd 65 Beale, richard & Leah 23 bozalis dr & mrs george S. 24-

Alspaugh .. ann simmons 21 beard Cordon 14. bozarth howard j 14 altshuler Dr, laurence & claudia 14 beard, john M. 23 M.R. '"Dick" brackin, jr memorial 24 alzheimers association 79 beattie gerald &JoAnn 14 Brady, mollie 59 ambassadors concert choir 73 belt, john L. 56, 104 109 Branch. Alfred &Judy 14 american diabetes association 79 Jerry B. and jacqueline liebs Bendorf Fund 23, 53 Mr, & Mrs. John P. Braniff, Sr, 1,1 american cancer society 79 Bendorf; Ralph 11. Braver, robert 86 american fidelity corporation 14 Benedic1, Ethel C, 23 Brawley. Phyllis L. l4 american lung association of oklahoma 79 benefield Loyd 14 brawley russal B. I 4 american Red cross ofCentra l Oklahoma 82 Benham. david blair 23 brewczynski virginia 59 ames fisher & jewell 2 1 benham foundation 14 brewer thomas & patricia dix 51 an-son corporation 21 Benham, webster Lance 23 brickner Robert 14 marjean anderson memorial 14 Philip R. bennett memorial 14 Dr. Eugene S. Briggs Memorial scholarship 65 anderson III guyton 21 bennett Charles 108 Bristow, Samuel & rachel 14 anderson family Fund '2 1 bennett Clay & Louise Gaylord 23 brittan, joanna M. Champlin & shawnee 15 andrash Anna 21 bennett Ike & Sherry 14. brou Paul 58 andres Sulie H. '21 bennett, julie C, 14 Brown I Ben 24 Guy mauldin anthony memorial '22 bennettsteel lnc. 14 Brown, brenda 24 Bob & nancy anthony Family affiliated fund 56 David Berry memorial 23 Brown. Da hl P_ 24 C,R. Anthony foundation '22 beta Sigma omega chapter of brown jr.,Dahl P. 24 anthony christine Holland 22 Alpha kappa Alpha sorority 14 brow D1·. & M1·,. David R, 14 anthony elizabeth 56 Better Day.i. Foundation 14 brown Dr- william 108 An1ho11y • .Jr.. Guy M, 22 bevers william "Bill" 23 Brown, V. Ross 24

Anthony. katherine 56 bicket Paul & Colleen 14 browne.. Bob & Karen 14 Anthony, Nancy 2. 58. 60 Big brothers Big Sisters browne, john R. & betty 24 anthony Ray T. 22, 108 ofGreater Oklahoma City 84 browne mamie Lee 24 anthony Tom & patty 14. Birdwell, robert L , &. Flo rence C . 14 Browne, virgil 24 C.R. Anthony foundation 22 bishop mcguinness catholic High School 75 Brown trust brenda 24 arcadia L.L.C. 14 Biven,. Rodney 102 Bruton. dr. john & Ruth 14 arcadia historical &. preservation society 81 black R.K. 23 Burke Bob 14 armed forces-john e kirkpatrick 22 Blackwood, carol 98 burkey brenda hefner 57 arneson charitable foundation 22 Blackwood, charles F. & carol ann 23 burns Dana Anthony 24 arrow trucking company 14 Blackwood, F,G 23 Burpee, Lt. Gen. (Re,.) richard a & sally F. 24 arts council of oklahoma City 7:t Blankenship. C.T. & elizabeth 23 busby David & Mary Beth 24

2004Annua/Report I oklahoma CITY COMMUNI TY foundation I index 119 bushyhead ellen 14 citizens Caring for children 83 Crown heights I edgemere Heights butkin Bernice 25 City arts Center 73 neighborhood association 81 morris butkin fund 53 City of oklahoma City 15 Crum, Luther 15 butkin robert 108 City Rescue mission 83 culbertson John L. 15 frank & Merle buttram string awards 65 Civic music association 73 cummings Douglas 104. byer Melva 25 claflin Dr. james R. & M rs. marcee henas 15 cummings douglas R. & peggy j 27 jeanne (.;. & hugh V. byler jr 14, clanton mary miles 15 curran lt. Col. francis &Joanne. f 15 byrd J herome&. a n n 14 B.C. Clark family Fund 52 Jean hawley Curtis scholarship Fund 66 kimberly kay Clark memorial scholarship award custer &. C uster livestock commission Co. 15 - naval1 reserve association 66 harley custer memorial scholarship Fund 66 caddell larry & tatjana 15 clark Don.,ld M. & Yvonne 15 cutchall Garve ne Couch Hales 27

cains coffee company 25 Cl»·k,Jr. . Mr. & .M ,·,. B.C. 25 calumet school foundation 75 Clark, James 96. 109 calvert Horace K. & aileen 25 Clark. Jr.. Tommie L. & agatha lee15 Daily & sunday oklahoman 15 Cameron, D 1•, charles M. & Mrs.. vera Lee- 15 classen '55 Scholars fund 66 Dale, everett &.Jean 27 ( .B. cameron Memorial 25 Classen awards foundation 66 dana Corporation Scholarship Fund 66 camp cavett So Cleary, Bf! I 87 Danforth, Dr. Louis 15 camp Fire boys & girls 84 C leary, William B. & helen P. 25 daniel• james 60, 95, 109 canadian valley research 15 Cleef, richard Van 20 daugherty philip E. 27 Canterbury Choral society73 Clemens. Howa1·d P. & EffieJ. 15 davis Kim & Nancy 15 canterbury Living center 64 Clements Mr & Mrs, RJ. 25 William E. & Margaret H. davis Family captiol abstract and title 15 Clements, Richard & Mary 25 affiliated Fund 56 Capitol hill High School Award fund 65 clements Food Foundation l5 Davis, Mr. & Mrs. Dwight e 15 capitol View neighborhood association 81 C leveland. county historical Society 81 deaconess hospital foundation 79 CA RE 82 C linton High School '52 G raduate fund 25 debee Margaret 15 william V. carey Memorial 15 C lock. Mary M. 15 Dedman. Mary 57 carey, jackie 108 C loud.J ame, W. & Billie 15 Deer Creek affiliated Fund 86 carey thomas D. 25 coats, judge Nancy L. 25, 95, 102. 109 Demps. Ben 108 carpenter Earl & Jancie 15 Cobb engineering Company 25 denman Rowland & Mary 15 cary memorial logan W .. 25 Cobb, James D . & laverna L . 26 Dennis, Dr. james L 108 casady class of 1996 scholarship Fu nd 66 Coe. elizabeth merrick 15 dennis robert & Caroline 27 casady School 75 coffee Creek Riding Center 83 Devon Energy Corp 15 catholic charities o f the archdiocese82 Cohe n. Mr. & Mrs. albert 15 devore Marion briscoe 15 caylen charles H . 15 cole & Reed, P.C. 26 dickinson Martin C. 86 celebrations educational services 75 cole steven & janna 15 dobson Communication Corp. 15 ( center for Non profits 73 commander Family scholarship fund 66 Dougherty. Brian & marileigh A , 15 central High school alumni association complete environmental products lnc. 15 dowling S ue 27 scholarship fund 66 conn, jackT. & G illette 26 Downing. marjorie 57 cerebralpalsy & I handicapped of oklahoma 82 consumer Credit counseling services 83 downtown optimist Club of Oklahoma City 15 cerny sam J. & sandra 25 contact crisis helpline 83 Drake. carole 15 chain Land&. cattle Company 15 Cook, A.J. 86 draper Mr, & Mr,. stanley d 15 C hambe r Music in O klahoma "73 Cook, W illiam Rowe & gretchenS . 26 Drew, George 104 chamber orchestra64 Mr. & Mrs. Clint Cooke.Jr. 15 frew Mr. & Mrs Rollin E . 15 chandler roy 56 cooley. Jimi &. carol I 5 Drooby. Or. Dean 86 chandler Roy W. & pat 15 Cooper. Fern K. & R. boze26 Drug Recovery. Inc. 83 change A chance to 82 Cooper, teresa 15 Duca. Gordona A. 15 chapman D1· berlin n. l5 coopermemorial 26 Dudman, paul 86, 87, 96 chesapeake Ener gy corporation 15 Brad R . Corbett Memorial Duffy. dennis D. & Marilyn C. 15 chesler Dr. & Mrs Don B. 15 Schola rsh ip Fund 66 Dulaney, luther T . 108 rhe chickasawnation 15 corrugated Packaging & Design 15 dunagin, james L. & Emily B. 15 the children;s center 79 cowboy Hall of fame Affiliated Fu nd 8G durant Community scholarship Fund 66 children's medical research institute 79 Crab1 crabtreejack 15 M ary Helen & Frank S. dunaway, jr 15 child care careers inc 15 crain mrs. john R. 15 D uncan, nick 57 choe yung hye 15 crane bess M. 27 duncan Peggy 57 chorale OK 73 crickard pearl H. 27 D u rica, David & sherri 15 chouteau yvonne 25 crim winifred A. 15 durland &June 27 barbara award fund christmas W. H, C rocus Seeing Eye Dog fund 63 Durla nd.Jack R .. .Jr. 28 Con connectionfagin 67 Crowe. Robert D. & Ewing Hardy 15 christ the king catholic school 75 C rowl. Carole- Hamblin 1. 5 cimarron circuit Opera company 73

120 I OKLAHO MA CJTY COMMUNITY FOUN DATION I 2004 annual Report e fellowship of christianathletes 84- elsie mae "nat" glosemeyer EARC - Employment & Residential Centers 83 fine arts institute of edmond 73 scholarship Fund 67 E,n-1)1 Childhood association of oklahoma Fi rstep I OKC Metro Alliance 83 glosemeyer 1h scholarship Fund 67 First Baptist C hurch of oklahomaCity 16 Mr.&. mrs richard H. godfrey 16 early, james L. "Mike' & pauline 28 first jones Bancorporation. Inc-. 16 goff Memorial, Bill & josephine 30 eason thomasThadeus & anna L. 28 Fisher. Helen 16 gohrband roger & virginia 30 Eason memorial T. winston "28 flatt madelyn, j 16 Goldman, Sylvan N_ 3 1,108 East. margaret Ann 15 fleischaker david & Pain 16 Goldman-Kirkpatrick Fund !3( easter Seal. of oklahoma 83 fleischaker Richard & Adelin e 29 A l Good memorial 16 Easton Kenneth 59 The Fleming compant 16 good gary 31 eateries employees community chest 15 flintco, Inc. 16 robert D. & blanche H. Eberly foundation The 28 forbes Donald &Judith 16 gordon family affiliated fund 57 Eddie. B.D. 28 Forbes, scott 16 Cordon, Robert 57 edem Emmanuel 15 Ford, delmas L. & carol j 16 gosselin E. L. 16 Ederington. Louis II. & AnneJ. 15 ford, joe cooper 15 gosset/boyer 31 edgemere park preservation area 81 Ford, Mr. & mrs C. Richard 29 greystone presbyterian C hurch 16 Edmond f historical Society 81 Ford, Mr. & Mrs. Carl S. 29 grace Living Centers foundation lnc. 16 edmond Public School Foundation 75 foresters catholic order of 15 grace lamar/epworthh edwards Mr. & Mrs, Beverly C.D. 15 forshee Vernon E. & BettyJ . 16 United methodist church 36 Egolf, William T. 15 Forward O klahoma 63 grana Bill & Susan 31 eldercare access center 64- foster virginia stuart 29 gray Earl Q.. & Lucile R. 31 eldercare Access Center Mobile Meals 64 Aileen frank Memorial 16 freda Poole grayson scholarship Fund 67 Lt. W. H . Eldridge Memorial 15 frank 11·,•in E. & sharna 16 greater oklahoma city eldridge memorial grace F. 28 frank, john 59, 86 Tree bank foundation 79 Eldridge Memorial, R.L. 28 frank, john Erich & susan R . 29 G reen.John 86. 96 109 eliel Dr. leonard P, 108 frates Kent F. J6 alan C , Greenberg foundation 16 elizabeth carlsonscholarship Fund 66 frates Mex L. 29 greenberg maynard & miriam 16 Elkins. Ron & Lida 15 frates Rodman A. 16 greenberg ronald & adrianne 16 Elliou. !lolly 57 frayser genevieve Bentley 29 Greenberg. Virginia & Robert 16 Ellis. Nancy Payne 28. 56. 108 free to live 79 greenberg family 31 Ellison, Don & margaret t5 , 16 freeman Leamon & Fay 16 greenwell David 87 ellison, janet M. 15 Freeman, Richard L. & pattie M. 16 G reer, stephen V. 16 E lm memorial, jon Ronald 28 French, Jack & Mary Ann 29 Griffin, david F. 16 emanuel Synagogue 52 frensley maida parr 29 Griffith, Todd & leslie 16 Empie, robert Y. & kathryn E. 28 frierson educational Trust. Griggy, kenneth & janice 16 Epilepsy association of oklahoma 79 Irene P. & Samuel F. 52, 67 C.H. Guernsey&. Co. 16 Episcopal Diocese of oklahoma 15 Fudge.Jr.. bernard & Daisy Radley 30 gumerson Memorial. Diane 31 Erdberg. A. D. &. Helen V. 28 Funk. John W. & Marsha 16 gunter memorial, jim 3 1 evans broneta 29 gutierrez louis & juanita 16 everest harvey P. 108 g everest harvey P. & ruth j 29 gabbard brian 16 h everest jean L 108 gallaspy reba 16 haland Bill 86 Royice B. everett M.D. 15 gamba, jeanette 87, 95, 109 Hall, grant C. 58 alicec A. everett/university of oklahoma gamble gerald L. 16 Hall. kirkland 87. 95, 96, 109 Cello scholarship fund 67 Cammlll, Randy C. & Elaine M. 16 hall Mr,. john M. 17 The everett Foundation 56 Ema garcia memorial scholarship Fund 67 Hall ey, Duke& Charle ne 17 everett A aliceAllen .29 justin and Linda Gardner Fund 53 hallren Thomas Patrick 17 everett Dr. mark allen 56 Gardner investments/ jc Gardner 30 Hankins Foundation 3 1 everett trust micharl Adam 29 Edward King- gaylord Scholarship fuud 52, 67 harlow, jane 57, 87, 104- executive Women international 73 gelnar charles & Kay 16 Harlow,jr. • james & jane C . 31 Express Services international 15 genesis project 83 harmon D. allan & Dorothy 3r gettys Paula B. 16 I harn gardens and homestead 8r .r james A. gibbs fund 16 harper F. Dail 17 Fagin, charles 16 gibson George & dorothy 16 helene & Sig Harpman, Jr. 17 faith Fund, The 29 Gibson, Gilbert 59 juanita Harris memorial J7 farris Miki Payne 16 Gibson . M michaelT. 16 harris Mark L. & Anne 17 Farris. richard & linda 29 gilbert gertrude 16 harris Virgil W. f7 feldt wayne Von 20 G illespie. Pat & Nancy 30 Cuy fraser Harrison academy 73 fellers, james D . & margaret E. 29 G irl Scouscouts I Red Lands councilnci I 85 harrison richard D. 31. 108

felllman Tom&. Darlynn 16 0 givensT trust Roger 30 harvey edward j 31

2004 annual Report I OKLAHOMA CITY COMMUNITY FOUNDATION I index 121 AndrewJ. I haswell, jr 17 hutchinson robert D~ 33 haunschild Dr. & mrs. charles11 Hyde. James 59 kann foundation Walter 34 haunschild, janice 96 marchmer Charitable trust fund 53 hayes larry K. &. Maggie 17 Karchmer foundation Aaron & Cert gertrude34 raymond H. & bonnie B. hefner family I imkefamily 33 kate Frederick H. & Lois 34 A affiliatedI fund 57 individualArtists of oklahoma 73 keesee christian K . 34 86. 87. 95, 98. 104 !09 hefner raymond 57, 108 industrial gasket Inc. ,7 Keffer, Laurie dake 17 Hefner. Richard B. 57 Infant crisis Services 83 keil Evelyn E. 17 Hefner Family, J udge robert '.F institute of internationaleducation 75 Kelly, Pa, q6 bob and joy heiman Fund 53 Iintegris baptist Medical Cent e.r of oklahoma 79 Kelly, Ronald "Skip" 17 heitzke Vici Hefner 57 Iinternational photography Hall of fame 73 Dorothy Detrick Kendall piano henderson Kenneth Don &Althea rose 17 Stuart C, l irbyCompany 17 Scholarship award - Un universityof oklahoma henderson travis 17 iron worker local 584 Scholarship Fund 67 School of' Music 68 Henry, Ann C. 17 Kenderdine, nancy I. 17 heritage hall affiliated Fund 86 J Ke nnedy, Donald S. 34 heritage Trust company 32 vic jackson scholarship Fund - kennedy marnie davis 56 heritage Hills Associates board 17 oklahoma Pilots association 68 kerr-mcgee swim Club 85 hester angie 32 jackson scholarshi[ fund for Kerr, Lou 86 hewett jr .. M,·. &. mrs h.a 32 langston university Virgil & Pauline 68 kerr-mcgee corporation 35 anita Hill scholarship- jacobson Foundation 73 kerr foundation Rober1 S. & grayceB. 34 Survivors' education Fund 67 carrie jacoby Fund 53 Kerr Memorial, david kenworthy 34 1hillel foundation I university of oklahoma 77 jaeger Greg 17 John kilpatrick 108 hilseweck william h & helen 17 doris, james memorial 17 Kidd, Darlene 17 hispanic center 64 janeway Evelyn Seagrave 33 Kidwell, Clara Sue 17 historic brookhaven 81 janger steve &. kathie 17 kilpatricj 98 historical preservation Inc. 32 jay george 58 Kilp:11rickj r .. Mr. & Mrs.John 35 hitachi Computer products ofA merica 17 jayroe, jane ~8. 109 Kilpatrick memorial william M. 35 Hitc h.Jr. 11.C. 32 jennings Linda 33 King. Bill&. martha 17 Hobbs. herschel & frances 32 jerome's l7 King. martha 96 hoenig Blake 87 J esus House 83 john E. kirkaptrick community fund 53 hoffman edmund M. 17 jewell Kirk 87 kirkpatrick Bank 17 hogan Ill, sarah & dana32. 108 .Jewish Federation of greater oklahoma City 74 Kirkpatrick center omniplex & O klahoma holdbird frances helen crockett 17 john mary potter 17 A ir space museum Affiliated funds 87 holland blanche & Mildred 32 William M. & janet S.John ,on kirkpatrick Manor- Presbyterian Homes 64 John & C laudia Holliman affiliated Fund 57 Scholarship Fund 52. 68 kirkpatrick, joan 104 jamesh & Lynn Holloman. Jr. 17 johnson bruce 1-1 . & frances R. 33 kirkpatrick, john E. 56. 104, 109 james H . Ho ll oman .Jr. 2 , 86. 109 Johnson. carlos E. 17 kirkpatrick foundation 35 geneva Hood Scho larship award Joh nson. helen alinelangston university Kiser.John S. & Donna j, 35 casady School 67 Scholarsh ip Fund 68 kiwanis Club Special activities fund 71~ Hood. Dr. & Mrs. .J . william 32 Johnsto n . Jana lee 33 florida M. Kn ight trust 63 Hoover J,. M 1·. &. M rs Robert M, 33 johnson Virginia C. 17 knight clifford & sybil 17 horn Canna Farm 17 johnstone Ann 104 knotts memorial, june 35 Hornhrook, K.R. &. lois 17 johnstonewilliam 0. 58, 60, 86, 108 Valerie Koelsch memorial/sheet Metal workers Hospice of Central oklahoma '33 johnstone william 0. &Ann 33 internationalScho larship Fund 68 hospital hospitalityHouse 64 catherine may jones Foundation l7 korea embassy of 63 hotchkiss, james K. 17 friends of kim jones-shelton kornbaum Harry E. &. donna j S5 house of representatives scholarship fund 70 kremm diane Neal 35 Campaign for oklahoma kids 64 jones High School scholarship Fu nd 68 Kriley, Don & susan 17 howell margaret R. 17 Jones kiwanis Club 17 erna Krouch Preschool 75 Huckabay, gary & betty 33 .Jones, melvin D. & mary E. 17 Kunc. Mr. & Mrs, frank j 35 C. ed Hudgins Family Fund 52 J ones foundation Fred & Mary Eddy 33 kunze., jan q8 G. Ed Hudgin, Scholorship Fund 67 .Jones High School Scholarship Fund 6 8 Hudiburg auto Croup 17 jones industries Fre d 33 huffman huston 57 jordan memorial emma 33 lackey louis a. & Hallie I.. 17 I hulsey W.W. &. Nona.J ean 17 Josey. Harold I. 34 lacy katherine D. 35 humanities i n oklahoma 75 joullian Family, The 34 ladies musicClub of oklahoma city 73 huntress M.O. & patricia 17 joullian Ill, Edward C .. 86, 108 lambert linda t08 hunzicker walter 33 Junior achievement 85 lambird perry a & Mona S. 36 hurley, james 33 Junior hospitality Club 74 lampton dick 58 hussein Khade1· & cecelia 33 Junio1· League of oklahomaCity 71- ada V. lance memorial 17

122 index I OKLAHOMA C ITY COMM UN ITY FOUNDATION I 2004- Annual Report landreth Memorial. hobart F+ 36 marsel, jeffrey & alice 18 milam Tom&_ elizabeth zoernig 18 Land memorial levita adams 36 marshall gerald 108 Miles. larry L. &. donna N. 18 Wann and clara langston scholarship Fund 68 martinez rick a 18 miles wendell E 18 langston sall jo 36 mason marie george travis Steve & Kym 38 miller Roberta M. Eldridge 39 langston Wann & clara 36. mason Stephen 95. 102. 109 mller Memorial. Or. Oscar H. 39 langston university 77 mashonhall Mr. & mrs E.1-1 . 38 milnerIll, George R. , 18 Langston university scholarships 68 masters hardin W. & gertrude C. 18, 38 minter Lloyd 39 Larson. Bill & pat 36 Mathis brothers furniture 18 moesel Rodd 98 lawton Iinsurance Associates. Iinc r7 Matthew 18 Fund 38 Mont in. William V. 18 Lawton retail Merchants association 53 Maurer, darwin &. EleanorJ. 38 Moody. Donolene 39 leadership oklahoma City affiliated Fund 87 mcallister Roger & Mary 38 D1·. gary M. Mo ore- dance & arts management League of Women votersor O kl ahoma 74 McCaffree, Dr. robert 59 scholarship Fond 69 ledbetter insurance and Risk Ma nagement 17 mccall's C h apel school 83 Moore public schools foundation 75 Lee, Colin & Brooke 96 mccampbell Robert & Donna 18 Moor e. Donovan&. miriam joyce l8 L«. david W. & Lynn 36 Mr. & mrs tom H. McCa,land,J r. 18 hank moran & associates 18 lee karyl gean 36 mccasland foundation 38 jasmine moran children's Museum 73 Lee, Mr. & Mrs. R.W. 37 mcclendon mr & Mrs. aubrey 38 morgan Anne hodges 87, 104. 108 lee robert E. &.Jane 37 mccollum jr Memorial. gene E. 38 Mark&. bette Morris Fam ily foundation 18 Lee.. Stanley &Jerry 37 mccullough Thomas 0 . 38 morris animal Foundation 79 Legal Aid Services of Oklahoma 74 mcdanie Ron & betty 18 morris k.d. 18 leonardrd, Robert D. & ella M. I 7 mceldowney operatic Awards, Inc. t8 morris William b & virginia 40 leslie Edward P. & Norma 37 Dean A. mcgee Eye l institute 80 Morry memorial sister antoinette 40 Lester, andrew W, 17 mcgee dean A . 108 Morse, Norman A. & emilie 40 Levy, harrison & Helen S. 17 McGee, M,·. & Mr,, Dean A. 3$ Frankie pauline morton estate 18 liberty Bank 17 nmcgee Found ation 38 morton, jerry& vettye 4.0

Library endowment trust 75 mcgrath Karen 18 Mount saint Mary High School 75 lippert brothers construction 17 mcintyre, james W. & Lee Ann 18 Mu ,·phy. Michael A . &. brooke S. 40 lippert Don & M martha17 joseph D. mckean, jr .. 18 Murphy memorial helen eason 40 lister kathleen 37 McKean. Lt. Felix christopher 38 Musgrave, charles 18

Local oklahoma Bank 17 McKenzic1 Mrs. Yen Do 18 myers Col. paul H , 18 Lolli, steve 60 mcmurtry wilbur L & eloise 18 Myriad gardens Foundation 79 london . jack & gladys 37 Frank A. mcpherson community foundation I lovefamily Fund 58 Schola,· award 69 n love, judy 58. 98, "109 mcpherson frank 108 Nance, Kenneth r 18 Lowe 111 ,James B .. 17 mcwhorter A albert& deborah 18 nash kenneth A. & Marie W. 18 lutheran Social services of K.T. "Bud" & Marilyn M. Meade. Jr. 39 National Multiple Sclerosis, oklahoma chapter 8 0 kansas and oklahoma 64 meade jr .. James C. & Virginia W. 39 national Society of Colonial Dames 74 Lynn memorial Judge Dic k 37 meador Lillian Frances Watts. 63 national trustfor historic presentation 18 lyric theatre of oklahoma 73 meadows Cente r ror Opportunity 83 The- nature conservancy oklahoma chapter 79 Means, Pearl 39 Neighborhood Alliance of oklahoma City 8 1 M Medical research funds 64 Neighbor for neigjbor of oklahoma city 83 macklanburg foundation 18 Medley, robert 86 Neighborhood services organizationion 83 mackellar, james P. & roselle 37 the Meinders foundation 18 Nelson, Ke nneth A. & nancy 18 robert A. macklanburg, jr 18 Mellow, mark H. & patricia 18 new covenant Un ited methodist church 18 macklanburg L.A. & Pansy E. 37 melton Elizabeth 39 nichols Hills United methodist church macklanburg Mary 37 Melton , Howard & merle francis -39 Kiva class 18 macuila Thom 60 Melton Ari reference library 73 nichols j larry 109 madden michael I'. & Peggy 37 mental health association in nichols, john W, S, mary D. t8 Madewell & Madewell, Inc. 18 Oklahoma County 83 Nichols. Polly 104 magerus A. C. "Bud" & lena Bruckner 38 mercy health center 80 Nichols Hi hills development plaza northh marymahoney community health center 79 howard meredith memorial 39 limited 4.0 make promises Happen 83 thomas marshallRoget· Meredith memorial 39 donna Nigh foundation 53 make-a-wish Fou ndation of oklahoma83 merrick foundation 39 ninety-nines The 74 mallory david & Linda 18 ruth mershon Fund 53 norick, james & madalynne 18 malzahnfamily affiliated Fund 58 mesta park neighborhood association 81 norick ronald j 98, 109 maples Mr, & mrs Eugene 18 F friendsof the metropolitan.- n library system 75 Friends of thenorman Public Library 75 Maguire foundation l8 metscher Ted A. 18 norman jewish community organization 18

friends of martin Park nature center 79 meyer, jenny Love 58, 102 norris, john S. 18 marion Brad a & janet E:. 18 meyers Marilyn 57. 109 notson althea 4 1 albert & freda marottek scholarship Fund 69 Mid land Croa p, The 39 Nye. Clark & Ima 18 marriott mrs muriel 1. 18 midwest city · Del City public school foundation 75 Nye. Mr. &.Mrs,J. Marshall 18

2004, annual Report I O K LAHOMA CITY community FOUNDATfON I index 123 (l oklahoma railway Museum 81 q Oakhurst academy 64 oklahoma School of science& mathematics 75 Quail creek Ba n k 42 Oakley's Inc. 18 Oklahoma shakespeare in the park 73 paul b odom, jr 58, 59 , 86, 98, 102 109 oklahoma state afl-cio 18 r o'hara pat & Laura 18 oklahoma state firefighters museum 81 rainbolt H.E. &.Jeannine 42 o'keefe dennis Go oklahoma state university 77 rainbow fleet 83 oklahaven children's chiropractic center 80 oklahoma Visual arts Coalition 73 rainey, james L. 42 oklahomans for Special library Services 75 oklahoma westerners Indian territory posse 64 Rapp foundation robert glenn 4,2 Oklahoma abstract company 18 oklahoma Youlh Symphony 73 Rardin foundation Francis & Mary 42 oklahoma Allergy Clinic foundation 18. 41 Oklahoma zoolgical society 79 raulston Betty 59 oklahoma archeologicalSu rvey 81 oliver kay 102 raulston robert &.Judith 42

Oklahoma arts institute 73 olive may steward Fund fir human services 55 Raybourn , steve & susan r9 oklahoma Baptist university 77 opportunities industrialization Center 77 reber edison a 42 Oklahoma children'sTheatre 73 Oppenheim family Edgar R. 41 rebuilding Together - christmas in April 83 oklahoma city I County historical society 8 1 orbach Endowment. Robert & harriette 41 records george j 86, 87, 10 8 oklahomaCity All sports 71 orcutt ruth j 18 records George L. 104 oklahoma city A rt museum 73 orr, jhn E. 41 records-johnston Family foundation 54 oklahoma city art museum affiliated Fund 87 osborne . .John 96 records memorial Dr . johnn 42 Oklahoma City Art Museum OSU agricultural Education Redbud foundation 74 associates & volunteer 18 scholarshipFuud 69 Red earth 73 Oklahoma Ci1y Beautiful 79 ottaway Cynda &. larry 18 Red landsCommunity C ollege 77 oklahoma Ci1y Con,mu ni1y College 77 Overholser mansion 81 reed, jerry a 43 Oklahoma city crimestoppers 74 george reeder Memorial Fund 19 oklahoma City Eco nomic. development p reed jr Bert R. 43 Fou ndation 41 page clarence E. 54 referral center for Alcohol and oklahoma City fund 4-1 deborah R . & wayne A. parker Drug services 80 oklahoma city geologicalFoundation 79 scholarship Fund 69 Regional food bank of oklahoma83 oklahoma City housing services 81 parr patricia A . gallagher&, Douglas 16 Reiff.John & marjorie 19, oklahoma city jewish community paseo A r1 artistsassociation 73 reinke Dr. Cecil E. 19 foundation53 pathways Child development Center 64 Renfro, verna marie 19 oklahoma city jewish Day School 64 Paul. Dorothy A, 41 Replogle, margaret K. 43 Oklahoma city Literacy Council 75 payne education Center 75 aviva goldstein reshef Fu nd 53 Oklahoma city opera association 64 payne llond 98 Reynolds, Allie P. 43 oklahoma city orchestra league 73 payne stepehn B. 41 Reynolds, maxey & norman 43 Oklahoma City Police athletic League 85 Willinrn T. Payne Fund 54· rhodes Horace C. 19 Oklahoma City public schools Foundation 75 Pellow, Olga 41 Rice Memorial. warren 43 oklahoma Ci1y university 77 Victor petito, jr 60 rich dr. clayton 108 oklahoma community theatre association 73 petree f.m. 108 richardson Mr. & M,·s . W.T. 43 oklahoma County Bar foundation 71• Petree, F. M & thelma 54 rieger, john f & Patsy I. 19 oklahoma engineering foundation phillips 111. T. ray 60 ritchie Mr. & Mrs. Clark A . 19 scholarship Fund 69 Pi Beta Ph, Alumnae Club Scholarship fund 69 larry W. Roach leadership award 69 oklahoma FFA foundation 85 pickel, james 87, 104 Roan Memorial. sister Hildegarde. 43

Oklahoma foundation for excellence 75 pickrell carla 57. 60 robinet-smith foundation 43 Oklahoma foundation for the Disabled 883 pickrell carla & Nelson 4 1 Robinson, cooper brett & Karma 19 oklahoma foundation for- the education 83 pierce Peter C. & virginia M. 4 1 robinson Malcolm & Susan 19 Oklahoma gas & Electric. foundation 41 Pilot Club scholarship Fund 69 Rocha, dr. Santiago R. & gelnyce reyes de la 19 Oklahoma Goodwill industries 83 Floy I pinkerton Vocal Music: scholarship 69 Rockne memorial Paul michael 43 Oklahoma l halfwayI house 83 Planned parenthood of central Oklahoma 80 Dale rogers Training center 83 oklahoma heritage association 81 Posit positivetomorrows 75 Roring fund, john & Velma 43 oklahoma historical society 81 Powell, Mark wayne & brenda gayle 42 Rosary catholic school 75 oklahoma horticultural society 79 Pra prairieDance theatre 73 Rose, harveu L. & patsyR, 19 Oklahoma league for 1h t Blind 83 presbyterian Urban Mission 83 ross robert N . &Jo ann 19 Oklahoma lions service foundation 74, preservation oklahoma 81 rossavik clinica guadalupana inc oklahoma lupus association 8 0 Winona S. Presley Fund 54 Dr. C laud claudia15 oklahoma malt beverage Association 18 prevent Blindness oklahoma So rosser Linda & Ro n 19 oklahoma Medical Research foundation 80 Al bert prewitt Sr. & audrey Mon1·oe prewitt rothbaum, julian j. 43 oklahoma museums association 73 endowment 6 8 rountree Mr. & Mrs. H.C. 19 oklahoma natural gas 41 jack and johannapricefund 53 rowland marcus C . & elizabeth A. 43 Oklahoma philharmonic affiliatedFund 87 Putnam heights preservation area 8 1 dr. leonard and Zel rozin Fund 53 Oklahoma physical therapy Foundation 80 Putnam city Public Schools foundation 75 Rozin, Dr, & Mr,. leonard r9

124 index I oklahoma C ITY COMMUN ITY FOUN DATION I 2004 annualreport Robert H. Rubi n Memorial 19 Silvester. Tracy & suzanne 45 Stewart. marion C . 19 Mary baker rumsey volunteer award - janice & joeL. Singer Family affiliated f u nd 58 stewart Michael 19 Junior League of oklahomaCity 70 joe b and Ann C. Singer Fund 53 Stewart, Roy P. &.June W. 46 Rutledge, Dr. Bob 44 Singer. charles 8. & nikki 19 walter stillerFund 55 Singer. marjorie 19 Stillwater museum association 81 singer Foundation, morris & Libby 45 stith daniel C , & jeannie 19 sacred heart catholic school of elreno 75 Sirloin C lub 19 store, jonesdrug 17 saha Warren & Shiela 19 sisk charitable trust Paul L. & Helen l , 45 stough Daniel R , &. phyllis t\J Ralph clinton scholarship skaggs, jack F. 19 streich mary deane 19 sales & marketing executives 66 Skyline Urban Ministry 83 stuart Mrs. R.T. 46 the Salvation Army 83 Slama.Jo L. 19 stuart foundation harold C. & joan S. ,16 salvation Army Boy, and girls C lub 85 slater Leonard & lisa 19 suburban cinemas - lakeside theatre 19 Salyer, Meg 87 Smiser, R. Emery & mary lee 45 sugar Creek camp 85 sarkeysfoundation 44 leo C. Smith&. Keith L. smith memorial 19 sugerman Memorial. Rose karchmer 46 satterfield W.S. 19 robert V. Smith memorial scholarship fund 70 Sullivan. Andy &Sue Moss 19 Saunders,J.B. 44, 108 scott & genevasmith Fund 55 sunbeam family services 83 Sau saundersrobert C, 44 smith Anna maude 19 survivor's Education Fund 70 savage Leonard H. 44 Smith , paul & lillyanne 45 Susan chamber sm.d. 15 say Mollie & Emily 19 Smith. Philip E. & Viv ian S. 45 Sutton, Dr. george miksch 46 say Tony & katie rg smith Ruby Mac 45 swanson art L. 19 scates richard & reba 19 Smith, shirley 19 swatek memorial Mr. & Mr> M.A. 4 6 schaefer, john57 The sooner Fund 19 Swinford, Lois S. 19 Schlitt le,·, Bill & kim 44 soroptimist Club Of oklahoma city 45 swisher Bill & wanda 46 Schn eider. Dav id 8. 19 southeast Area health center Sr Swyden. Tom 46 Schnell. gary D. & Mary Sue 19 Southern nazarene university scholarship 77 symcox Don R, & mary louise 46 schuster Elaine 96 southwestern Beil corporation foundation 19 schweinle charles & alleybe 4 4 southwestern Bell pioneers • oklahoma city life scope Ministries international 83 member Club 19 Taft Memorial. william H 47 Scoll. Brook & Paula 19 southwest homebuilders A ssociation Pund 55 taliaferro janet M, ,17 Scott, Paul A . & mary 19 Spencer united methodist Church 19 talley 11 , william W., 20 S,·011. Willard & Lucille 44 Spahn. Robert H. & Lynnie 46 tallchief Maria 25 seale A. tom F. & cladys 44 Special care 76 tarr . john w. & jo 47 see C. Carson & marsha 19 specialolympics Oklahoma 83 taylor, james W. & linda Mannlng .20 seligson Mrs . .J.B. 19 Speck homes 83 Teel, errol L. & janice 20 seminoff bowman & associates 44· John K. Speck Fami ly 19 TEEM - The education and Employment seminoff George & sharon 4-4 Spradl ing, Scott 56 ministry 83 semtner barney &. gayle 19 srouji Dr. Nabil E. 19 telephone pioneers of america-oklahoma city Mary & Spe ncer sessions Teaching Award 70 Pete & Lela Stavros scholarship fund 70 Metro Council '20 Lorene sherman memorial Scholarship Fund 70 st, anthony hospital Foundation 8 1 temple B'nai israel Centennial Fund 82. shanker ben & shirleu 19 S,. charles Borromeo Catholic School 76 T he leukemia & Lymphonl.'.l; society 79 shanker ben shanker & bernard 45 St. elizabeth ann Seton Catholic School 76 Tom A. thomas, jr 55 Sha shartelel boulevard development authority 81 friendsofSt. elizabeth Ann Seton School 30 thomas Mr. & mrs. jimmieC. 47 Shdeed. William 60. 95. ro9 St. G regory's university 77 thomason, jerry M. '20 Shdeed, william F. & Pam 45 st. john Christian heritage academy 76 thoms family trust j/ Edwin, sheet metal contractors association of st. john'scatholic church 19 laura Ross &Jim 47 Oklahoma 19 St. Joseph's children's Home 64 T hompson. Dr, & mrs Wa yman 20 Shelton. Muriel M. 19 St. james Catholic School 76 T hompson, elaine B. 20 shelton phyllis T. 45 st. john'sEpiscopal School 76 .. thompson john T. & anelisa 20 Khanh Sherman memorial 19 St. John missionarybaptist Church/ thurman Wil liam 108 sherman Don N. & mary 19 waltine lynette jackson 44 tilford baxter l.- langston university Wi llie elizabeth Shipley 54 70 St. mary's Episcopal School or Edmond 76 scholarshi[ Fund 68 shirk George H. 45 stafford Dr. Joseph W. & Ruth 19 tilghman charles 20 Shockey. Don 19 Staffo,·d . Thomas H. carter & haraldine A. 15 Tinker Ait· force Base - general's Fund 64 Shook. bruce & Lynn 19 stafford thomas p 19 tippit richard & linda 20 Shortt, carl 86 stanley Mr.&. mrs E.M. 46 tisdal Rebecca Goen 20 shortt Carl & Beth 45 stark Mr. & Mrs. walter j 19 tolbert Ill.James R... 47, 57, 108 sias R. L. & jeanetteF. 45 Stark memorial Fund. stephen L. 46 Marilyn Torbett Company 20 sias richard 87, 98. 108 stavros scholarship Fund, Pete& lela 70 mary andlarry trachtenberg Fund 53 silberman marcel 19 stein dr. jay 108 T rachtenberg. Jack 0 . & Evelyn B 47 Silva, Michael B. 19 thomas H , sterling Memorial 1,9 trachtenberg larryll, 58

2004 Annual Report I OKLAHOMA CJTY COMMUN I TY FOUNDATI ON I 125 traveler's aid Society 8 3 west caleb & suzanne 20 treat Guy B. & louise 47 westerheide Bill & Lucy K. 49 zachritz A n ne E. 20 trigg, joe dan & janice 20 westerheide &.JuJiana 20 Zachritz carolyn 98 trinity School 76 Westerheide. Steve & pamela 20 zachrtiz Don t & carolyn T, 50 Troop 193 Leadership scholarship 70 westerners international 81 zahasky doris woodson '20 troy carol 102 western oklahoma building trades zaslaw memorial Rob 50 trudgeon, jon 86 Scholarship Fund 70 "zero 10 hero PFC anthony adam landers elaine johnston tucker memorial 20 west heimer, jerome 49 scholarship fund 71 1 tucker morrison G . 10 8 westminster S chool 76 john S teele Z ink foundation 20 tucker M r. &. mrs morrison C . 47 wheeler G ene & Phyllis 20 tunell Dr. William P. io wheeler greg 87 T urner. robert e & Ma rtha 4,7 wickens Donald A. & Sylvia L- 20 francis tuttle Vo Tech foundation 77 wiesner, john & georgiana '20 wiggin charles 87 u Wilcox, kathleen 49 unarco commercial products 20 Wild. robert E. & Viola M . ,;o underwood amy 20 Wileman, Ben C. & Addie mae 49 united cerebral patsy81 WIikerson, D. Frank & nadine 'R- '20 united methodist Boys ranch 83 Williams, duane E. 20 United states Air force academy 77 williams C . rainey 20 United states military academy 77 williams joseph H . 20 united states naval academy 77 williams Kathy 98 United Way of Metro oklahoma City 83 Williamson , richard K. & susan 2.0 university of oklahoma Norman campus 78 williamson Tom 60 university of centraloklahoma 77, 78 willis Nora 49 urban League of greater oklahoma city 84 Willi, scholarship Fund. De ral e 70 thomas Utterback Fund 55 Willow Springs boys ranch 84. Will rogers air national guard V scholarship Fund 70 van Horn, Mr. & mrs lawrence 48 florence Wilson voice awards 71 van horn richard L. 10 8 james M. Wilson Scholarship fund 71 variety health Center 81 T racy Wilson memorial scholarship fund 71 varnum robert V. & sharon 20 wilson Don E. & gloria E. 20 vaughn, jack H . & Sue 20 wilson florence Ogden 49 vaught Cheryl 87, 102 winnard Ray L. & Pearl 20 venters jr harley eugene 48 Wood. james F. & jackoeR. '20 villa teresa School 76 Wood, mark A. & cale 20 Visiting nurses association 64 woods Roy C . & alta 49 Vogt, justin E. & margueriteE. 48 george woodward 20 Voorh ees memorial Leon C. 48 Woody, electa marie 49 vose foundation 48 Workm an. anne Wileman 20 Daryl stephen voss memorials 20 work Activity Cen te r 84 World neighbors 84 W Wright. Alle11 & jacque 50 wal-mart foundation /sam's C lub Wright. Muriel H. 5 0

midwest city 20 Wygant, D. !I. C . 50 waldrop charles 20 Wyn wynnehosie C . 5 0 warren romayne 20. 48 wasserman robert & shirley 20 y watson carolyn 60 YMCA of greateroklahomaCity 85 watson Dr. 0 . A lton & dorothy 49 YWCA of oklahomaCity 84 wawro richard L. 20 D,·. & mrs. james Yoch ,.Jr. 20 weeks gary 0 . & jane 20 yoeckel, john M. 20 We gener foundation Herman&: mary 49 Young. carol elizabeth 50 weiss marvin J\. & martha 4.9 young, james 108 weiss robert S. & tammy49 Young, Revere A . & Mary 2:0 weitzenhoffer Max & ayako 20 Young, S tan ton L 108 marie Welch Scholarship fund - 1.1.A.O. Young, stanton L. &. barbara 20 insurance foundation 70 Youth leadership Exchange 85 Hugh & casey killblane/wentz Production 17 Youth service for oklahoma County 84 Ben K. west Fam ily 20

126 index I OKLAHOMA CITY COMMUNITY FOUNDATION I 2004 Annual Report MISSION STATEMENT Revised May 15, 2004 '+'

The mission of the Oklahoma city community Foundation. a non-profit public charity is to serve the charitable needs of its donors an d the Oklahoma city area th rough the development and administration of endowment and other charitable f unds with the goal ofp reserving capital and enhancing valu e.

The mission will be f ulfilled 1!J pursuit of these goals:

• Provide convenient, efficient, and effective ways through which donors can contribute assets to charitable purposes.

• Encourage donors to create funds that will b enefit the commun ity both now and in the future.

• Advocate for the development of endowment funds and provide appropriate m eans by which permanent endowment funds can be built and wisely m anaged to p rovide long- term support.

• Develop restricted and unrestricted community endowments which shall be used to develop, facilitate, coordinate and enhance services that meet the changi ng n eeds of t he community.

V I SIO N OF THE O KLAHO MA CITY COMMUNI TY FOUNDATION

A foundation with the capacitylo administer significantly growing assets,

• Given by a broad base of donors

• Recognized for the effect ive m a nagement o f funds in its care

• Known, understood, valued wide ly, and called first

• Providing services r esponding to the charitable needs of the community

• With a long track record o f accomplishment. C O NTA CT I NFORM ATTON

Location I 1300 N. B roadway Or.

Phone I 405/235-5603 fax I 405/ 235- 5612

Mail I P.O. Box 1146 Oklahoma City, OK 73101-1146

Web Site I www.occf.org

E- mail I [email protected]

NO N - PRO FIT ORG. U.S. POSTAGE PAID OKLAHOMA CITY oklahoma CITY, OK permit no. 255 COMMUNITY FOUNDATION helping you help the community P.O. BOX 1146 73101-1146 1300 N , BROADWAY DR. OKLAHOMA CTTY, OK 73103