Helping the Community 2013 Annual Report Our Mission The mission of the Oklahoma City Community Foundation, a nonprofit public charity, is to serve the charitable purposes of its donors and the charitable needs of the Oklahoma City area through the development and administration of endowment and other charitable funds with the goal of preserving capital and enhancing value. Welcome Dear Donors and Friends: We are pleased to report that during Fiscal Year 2013, the Oklahoma City Community Foundation was actively engaged in helping to meet emerging opportunities and needs and helping to further strengthen our position as a leading philanthropic resource in central Oklahoma. GiveSmartOKC of the comprehensive review were released in March of 2013 and In the fall of 2012, we introduced a free online resource for clearly support the policies, practices and operation of the fund as anyone interested in charities and charitable giving. The site appropriate and in keeping with the governing law, donors’ intent offers detailed information on more than 200 (and counting) and the fund’s purpose. You can read the review in its entirety at charitable organizations providing direct services in central occf.org/bkdreport. Oklahoma. We encourage you to read more about this exciting program on pages 8-9. Investment Performance and Asset Growth We are pleased to report that the most recent fiscal year ending June Tornado Recovery Response 30, 2013 was one of growth and activity. We received $37 million in Over a 12-day period in May 2013, central Oklahoma was battered by gifts, distributed $24 million in grants to nearly 1,000 organizations devastating tornadoes and floods. While the Moore area suffered a and ended the year with $706 million in assets, the highest level direct hit and was heavily impacted, citizens living in or near El Reno, in our 44-year history. Investment performance for the general Shawnee and Carney also suffered significant losses. We reactivated pool was 11.24% for the fiscal year. You can see more details on the the Tornado Recovery Fund first established in response to the May 3, financial and investment information at pages 66-68. 1999 tornadoes and began to immediately receive gifts to the fund. Gifts poured in from across the country and we continue to receive Monthly Continuing Education Program for gifts several months later. As of Oct. 1, 2013, we had received 1,751 Professional Advisors gifts totaling $3.4 million. Of that amount, $2.4 million was given to Professional advisors – attorneys, CPAs, financial planners, trust the Shelter Oklahoma Schools fund established to encourage storm officers – are key to the success of the Oklahoma City Community shelters at all Oklahoma schools. At the time of publication, we had Foundation. For many years we have provided a variety of awarded $270,000 in grants to nonprofit organizations providing resources regarding charitable giving and we work closely with case managers and mental health services for both those directly many to ensure their clients are meeting their personal and impacted as well as the students, faculty and staff of Moore Public charitable goals. In 2013, we partnered with Cannon Financial Schools. Our staff will continue to lend expertise and determine Institute to host a monthly teleconference series that provides 1.5 opportunities as the long-term recovery continues. hours of continuing education credit. The series, Estate Planning 1.5, has been quite successful, averaging 50 or more in attendance In addition, FEMA officials reached out to us in an effort to each month. understand how nonprofit and civic organizations as well as foundations could play a positive role in the recovery. We hosted Oklahoma City Comprehensive Parks Master Plan several meetings on their behalf to begin that dialogue. There is For the past several years, we have been working with the planning also ongoing discussion about future disaster response. and parks departments of Oklahoma City to create a long-range comprehensive plan for the public parks. You can read more about Oklahoma City Disaster Relief Fund the plan on page 59. During the fall of 2012, media stories appeared in state newspapers featuring a few individuals who, as survivors of the 1995 bombing John Lampton Belt of the Murrah Federal Building, questioned the process of providing The Oklahoma City Community Foundation and our community as assistance from the fund we have administered for 18 years. Our a whole lost a great advocate and friend with the death of John policy is to not comment on individual cases but, in order to ensure Lampton Belt. We pay tribute to him on page 2 and pages 54-55. that our procedures had treated individuals and families fairly and complied with applicable legal requirements, our Trustees As you review the 2013 Annual Report, we hope you take time to requested a forensic review of the fund. The review was conducted read the donor highlights and features. It is donors, both past and by an independent national accounting firm, BKD, LLP. The results present, that make our efforts meaningful and impactful. Steve Davis Nancy B. Anthony Chairman President Introduction | 1 INMEMORIAM John Lampton Belt March 14, 1936-March 10, 2013 A friend is defined as a person whom one knows, likes and trusts. John Lampton Belt was a true friend to the Oklahoma City Community Foundation and had been for nearly 30 years until his death on March 10, 2013. Our friend, who also served as our general counsel since 1984, played an invaluable role in the growth of the organization. His work with the Oklahoma City Community Foundation started a year before the hiring of Nancy Anthony as executive director in 1985. “John had only been there a year, but he certainly acted like he had much more experience than I did,” Nancy recalls. “It took me a few years to figure out that a lot of that was just his presence and ability to act wise and helpful. Sculpture Planned “But he was certainly sincere in all of his advice and counsel,” she adds. “It was the bedrock The Oklahoma City Community Foundation of our growth beyond the Kirkpatrick legacy.” and the Paseo Artists Association are collaborating on a competition to create Carla Pickrell joined the organization as director of administration in 1986, a position an outdoor sculpture that will honor Mr. she held until her retirement in 2010. She says Mr. Belt’s value to the Oklahoma City Belt. The selected artist or team of artists Community Foundation went far beyond his legal expertise and she considered him a will receive a $30,000 award to create a secret asset of the organization. sculpture that will be permanently installed in the median at the intersection of Paseo “He was there during the formative early years and remained at this post for the rest of Drive and Northwest 29th Street in the his life, providing an essential stability to the organization,” she says. “As we grew in Paseo Arts District. The selection committee size, services and outreach to the community, John was always there supporting and anticipates announcing the chosen artist/ encouraging that vision, while asking the necessary critical questions to keep us on our artist team by the end of 2013. The sculpture will be dedicated on March 14, 2015 on what primary course of supporting endowment funds for the community. I was personally very would’ve been Mr. Belt’s 79th birthday. proud to call him my friend.” Following the 1995 bombing of the Alfred P. Murrah Federal Building, Mr. Belt was integral Mr. Belt’s relationship with in helping to get the legalities in order to establish the Oklahoma City Disaster Relief Fund that continues to meet unmet needs of those directly impacted by that disaster. He would the Kirkpatrick family was go on to serve as a trustee of the Disaster Relief Fund until his death. as both counsel and friend. For the Oklahoma City Community Foundation staff, Mr. Belt was always friendly, upbeat Read more about his work and ready with a smile and praise for a job well done. While we feel his loss, we are left with the family on pages with his legacy of giving back, whether it’s through the Paseo Arts District, Harding Fine Arts Academy or the more than 40 nonprofit organizations in Oklahoma City that he 54-55. helped to establish. 2 | 2013 Oklahoma City Community Foundation Annual Report Welcome Table of Contents Donors The Donna Nigh Foundation: Working Together to Make a Difference 10 Special Donors 12 Anthony Family: Providing Opportunities for Girls 16 Donor Affiliated Funds 18 E. Phil and Roberta Kirschner Highlights Foundation Affiliated Fund 21 David Gorham: Giving Back Fiscal Year 2013: By the Numbers 4 and Helping Others 23 Paul and Ann Milburn: Giving To Benefactors 24 Make Life Better for Children 6 Major Donors in Fiscal Year 2013 32 GiveSmartOKC 8 Endowment Donors 69 Impact Governance Jane Harlow: Enhancing the Community Through Music 34 Board of Trustees 63 Advised Fund Grants 36 Fiscal Year 2013 Committees 64 Herman and LaDonna Meinders: Enhancing the Community 40 Staff 65 Charitable Organization Endowments 42 Fiscal Year 2013 Financial Charitable Organization Endowment Affiliated Funds 49 Highlights 66 The iFund Grant Program 50 Scholarship & Award Funds 52 Kirkpatrick Family Fund 54 Charitable Organization Endowment Program 58 Margaret Annis Boys Trust/Parks & Public Spaces Initiative 59 Trustee Scholarship Initiative 60 Literacy Is For Everyone (LIFE) Initiative 61 Community Programs and Field of Interest Grants 62 Introduction | 3 Welcome Fiscal Year 2013: By the Numbers Throughout this publication, you will read about our generous donors and the impact of their gifts as well as community initiatives and programs that we are involved with.