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Improving the quality of life in Oklahoma Sarkeys Foundation 2016 Annual Report

Sarkeys Foundation 2016 Annual Report

Table of Contents Leadership 2 Executive Director’s Message 3 President’s Message

Grants at Work 4 6 8 10 12 14

Oklahoma School of Science and Mathematics Okmulgee County Homeless Shelter Western Plains Youth and Family Services Oklahoma City Indian Clinic Resonance Listening and Growth for Women 2017 Southwest Regional Leadership Forum

Outreach 15 20 21 22

Grants Paid Grants and Guidelines Resources Financials

People 24 Board of Trustees 24 Staff

Publication Staff Executive Editor: Kim Henry, Natalie Carns Graphic Designer: Teresa Dotson, Acme Design Works The Sarkeys Foundation Annual Report is a publication of the Sarkeys Foundation.


Message from Kim Henry, Executive Director


t Sarkeys Foundation, we recognize that our mission to “improve the quality of life in Oklahoma” has never been more important. Although simple and direct, for over five decades this mission has guided the Foundation and shaped the work we do. We are making stronger communities by diverse grant making across the state. In 2016, Sarkeys Foundation awarded more than $3.1 million in grants to 121 Oklahoma nonprofit organizations. Much of 2016 was planning for our biennial Southwest Regional Leadership Forum which will take

place November 14th and 15th of 2017. This two day event will provide three keynote speakers, over 30 breakout sessions, and networking opportunities. Sarkeys Foundation underwrites a huge portion of the Forum and is dedicated to providing an affordable development and educational event at a national level of expertise. The Forum is devoted to helping nonprofits develop ideas that work and get them to the next level. When a nonprofit organization succeeds, the whole community is better off. This past year we also traveled to communities across Oklahoma to hold grant writing workshops. We realize many nonprofits were intimidated and overwhelmed by the grant writing process. In these trainings, our program officers guided

staff, board members, and volunteers of nonprofit organizations through the process of completing a Sarkeys grant application. It has been my personal honor and privilege to have worked with our board of trustees, our staff, our partners and grantees. This 2016 Annual Report tells the stories of five nonprofit organizations in our state. Some are large and some are small, but all are making profound contributions to the lives of individuals and communities in Oklahoma.

“We are making stronger communities by diverse grant making across the state.” 2

Kim Henry, Executive Director

Message from Dr. John Bell, Board President


t was an honor to serve as president of the Board of Trustees in 2016 and continue the great work Sarkeys does for nonprofits across the state. As Trustees, we want Sarkeys Foundation’s resources to be directed to Oklahomans. We have an ongoing commitment to fulfill the mission “to improve the quality of life in Oklahoma” and we do so by continuously diversifying our portfolio so that the Foundation remains financially strong. As of the end of November our assets remained over $100 million. The board has

consistently reaffirmed that we must manage the Foundation with longterm perspective, in order to be here to help the nonprofits who strive for lasting and positive change. I want to express my gratitude to Clay Christensen and Jim Loftis who, this year, completed two terms as members of the Board of Trustees. They brought a steadfast commitment to the Foundation to improve lives in Oklahoma. I am thankful for their wise counsel and tireless devotion to the work of our grantees. I am pleased to report that the board elected Kris Steele,

Sarkeys Foundation 2016 Annual Report

Executive Director at The Education and Employment Ministry (TEEM) and Blake Virgin, attorney in Norman, to serve as trustees starting in April of 2017. Their experience in government and the nonprofit sector will enhance our work and will continue to do so in the years ahead.

“We have an ongoing commitment to fulfill the mission “to improve the quality of life in Oklahoma” Dr. John Bell, Board President

Clay Christensen and Jim Loftis at January board meeting.


Oklahoma School of Science and Mathematics


he Oklahoma School of Science and Mathematics (OSSM) is a state funded, residential high school for students

with exceptional ability in science and math who plan to pursue careers in STEM related fields. Created by legislative action in 1983, OSSM is a state agency located on a 32-acre campus in Oklahoma City. The old renovated Lincoln Elementary school building holds classes and students live in the Dan Little Residence Hall, opened in early 1998.

Each summer The Oklahoma

School of Science and Mathematics hosts the Sarkeys Summer Math Institute for middle school math teachers, offering instructors the

“I have a new appreciation for how much math is needed for today’s students.” 4

Attendee, Sarkeys Summer Math Institute.

Sarkeys Foundation 2016 Annual Report

opportunity to enhance their mathematics knowledge and advance their instructional skills. The institute focuses on creative ways for teaches to inspire students with excitement for math and science and the ever-widening array of career futures available to Oklahoma students in these realms. Institute administrators solicit applications from teachers all over the state, particularly recruiting from small, rural school districts without the resources available to improve math education in their classroom.

A Sarkeys Foundation grant of $35,000 allowed 45-50 teachers

from across the state to learn new methods of incorporating mathematics into their curricula and increase the degree to which they present important mathematics principles. Teachers attending this institute will return to their home districts able to help their students achieve higher math skill levels and deeper understanding of math concepts.


Okmulgee County Homeless Shelter


he Okmulgee County Homeless Shelter was established in 1995 by a group of concerned pastors and citizens that

saw a need to serve the homeless in Okmulgee, McIntosh and Okfuskee Counties. Because of the high rate of unemployment in these counties, the homeless shelter is vital to the community and surrounding rural towns. They are the only homeless shelter in a forty-five mile radius.

The Okmulgee County Homeless

Shelter is a temporary emergency shelter that houses men, women and children to move them from homelessness to self-sufficiency. The homeless shelter provides immediate needs for families and

“The staff makes our family feel like this is home. The shelter truly tries to help the homeless, without making us feel shameful.� 6

Elizabeth Donithan

Sarkeys Foundation 2016 Annual Report

individuals with hygiene kits and vouchers for clothes in their thrift store. Beyond meeting immediate needs, the homeless shelter also assists clients in individual case management that includes, but is not limited to, job search and preparation, housing, medical and mental health appointments, transportation, and assistance getting identification cards and birth certificates.

In 2016, the shelter had a leaky

roof and was in desperate need of replacement to prevent damage to the interior structure. A $15,000 Sarkeys grant allowed Okmulgee County Homeless Shelter to replace the roof and continue the remodel that was currently underway.This prevented the shelter from temporarily closing and allowed them to continue to assist those in need.


Western Plains Youth and Family Services


ot only is the sunset bright in Western Oklahoma but so is the future of Western Plains Youth and

Family Services. Western Plains Youth and Family Services (WPYFS) is located in Woodward, Oklahoma. They are a small youth and family outreach center with big dreams and even bigger potential. WPYFS is comprised of several highly qualified professionals who are dedicated to improving the future of many youth and families in the Northwest part of the state. Their outreach base covers 7 Oklahoma counties that include Woodward, Dewey, Ellis, Beaver, Harper, Texas and Cimarron.

“My goal is to help each child embrace who they are because that in and of itself is amazing.� 8

Casie Brittian, fulltime therapist at Western Youth and Family Services ElizabethPlains Donithan

Sarkeys Foundation 2016 Annual Report

Western Plains first established an Emergency Youth Shelter in 1978 and has continued to be the only youth shelter in Northwest Oklahoma serving children 0-17. They also provide services including therapeutic foster care for very high risk children, a first offender program and outpatient services for youth offenders, outreach counseling services, crisis intervention, and community education. In 2016, Sarkeys Foundation awarded $50,000 to Western Plains Youth and Family Services toward their capital campaign to expand its current facility. With the new addition, Western Plains will be able to expand Outpatient Services and meet the needs for an Infant Mental Health and Health Home Facility. The facility will also allow a larger client and staff capacity, additional play therapy for the clients, and many other functions to further improve the quality, and possibly quantity, of services provided.


Oklahoma City Indian Clinic


klahoma City Indian Clinic’s roots reach back more than 40 years to 1974 when a group of

volunteer physicians worked together to fill a recognized healthcare void by providing medical services to American Indians in central Oklahoma. Devoted community leaders identified the unique cultural, economic, and access barriers faced by the growing population of urban Indians, who left their traditional tribal lands to seek opportunities in the city. Most of these urban American Indians did not have the resources to return to their tribal headquarters to receive medical care. Instead, they often went without health care.

“Oklahoma City Indian Clinic’s pharmacy saved me financially and provided me with a great peace of mind. The medication helped save my life.” Cherokee Ballard, cancer survivor

Sarkeys Foundation 2016 Annual Report

Oklahoma City Indian Clinic is medical home to more than 19,000 American Indians in central Oklahoma, providing culturally sensitive health and wellness services from talented and devoted providers. With a vision “to be the national model for American Indian healthcare,� Oklahoma City Indian Clinic is a unique organization serving American Indians from any federally recognized tribe. In 2016, Sarkeys provided a grant of $40,000 towards the OKCIC CARES Capital Campaign, which will support a new 7,000 square-foot pharmacy west of the existing Corinne Halfmoon Medical Building. This new state-of-the-art facility will give pharmacists the capacity to fill more than 400,000 prescriptions a year, hold educational seminars and provide confidential patient consultations. The pharmacy will also include a drive-through window to add convenience and help provide better patient care.


Resonance Listening and Growth for Women


esonance Listening and Growth for Women was founded in 1977 as a volunteer-based nonprofit organization

dedicated to providing a support system for women facing life’s challenges. Resonance has long been at the forefront of helping women involved with the criminal justice system. And they will continue to do so because the need never stops. Nearly 3,000 women are in Oklahoma prisons with an estimated 7,000 children impacted. Resonance is recognized as a premier community resource for women to get the help they need through addiction recovery services and prison-to-community reentry programs.

“There are no words that I could ever say to show how grateful I am for the help, love and guidance you’ve given. You made me....ME.”

12 12

Resonance client Elizabeth Donithan

Sarkeys Foundation 2016 Annual Report

Providing at-risk women the tools

they need to succeed is proven to decrease the intergenerational cycle of poverty and incarceration. As these women become clean and sober, employed, and serving as role models for their children, our community becomes a better place, saving Oklahoma millions in public assistance and incarceration costs. In 2016, a $30,000 Sarkeys grant helped support the Reentry Services Case Manager position. This position coordinated services to meet the treatment, housing, employment, and other needs of offenders. Sarkeys also provided an additional $10,000 grant to supplement the Take 2 Café apartment loft rental. As part of Resonance’s initiative to offer a safe, positive, and educational work and living environment for women transitioning out of prison, women are able to work in the café and live in adjacent housing on a small scale.


Southwest Regional Leadership Forum


onprofit professionals and volunteers can take the journey to the top during this two-day training conference featuring national keynote speakers and over 30 breakout sessions. There will be topics covering financial leadership, fundraising, strategic planning, board governance, and communication to help inspire and lead attendees to a higher level in their work. Who should attend? - l Nonprofit professionals - l Board members Cost: - l Volunteers

November 14 and 15, 2017 Norman, Oklahoma

Register by July 31 for the Early Bird Price of only $199 Register between August 1 and October 31 for $299

Keynote Speakers

Here is what participants from the last Forum had to say: “Such an outstanding conference. I attend a lot of conferences nationally and this is one of the best I attend. Keynote speakers and their messages are outstanding. Session speakers were wide and varied and presented very timely, transformative and informative information.”

Captain Mark Kelly

John Quiñones

Dr. Nathan Mellor

Commander of Space Shuttle Endeavour’s Final Mission, Space and Aviation Contributor for NBC News/MSNBC

is an Emmy AwardWinning News Journalist and the host of ABC’s “What Would You Do?’

CEO of C3 Brands (Mosaic Personnel and Strata Leadership) and the President of Strata Leadership, LLC.

“I am so INSPIRED and I learned a lot... In almost every conversation with staff and board members I have heard myself say at the Sarkeys leadership forum I learned this...”

#sarkeys2017 To register and for more details, visit


Grants Paid Grantee Name City Project


Citizens Caring for Children Oklahoma City Basic necessities for “It’s in the Bag” and Resource Center $20,000.00 Community Crisis Center, Inc. 4RKids Foundation, Inc. Miami Enid Development Director Salary and Benefits $53,500.00 Kitchen equipment to expand the production of dog biscuits $18,275.00 Community Food Bank of Eastern Oklahoma Tulsa A Chance To Change Foundation Food for Kids: Free Family Farmers’ Markets $20,000.00 Oklahoma City Technology equipment, supplies, and therapist wages Community Health Connection, Inc. for the Addiction Education Series $20,000.00 Tulsa New phosphor plate system and scanner $7,000.00 Alzheimer’s Disease and Related Disorders Assoc. Tulsa Community Literacy Centers Care Connections: Rural Outreach Program $20,000.00 Oklahoma City Happy Connections Coordinator’s salary $30,452.00 Anna’s House Foundation Edmond Community Literacy Centers Capital campaign to build a foster home $25,000.00 Oklahoma City Discretionary Grant $500.00 Big Brothers Big Sisters Of Oklahoma, Inc. Tulsa Community Service Council of Greater Tulsa One-to-one youth mentoring program in Tulsa Shawnee/Pottawatomie County $20,000.00 The Tulsa Carrera Initiative for teenage pregnancy prevention $25,000.00 Boys & Girls Club of Bartlesville, Inc. Bartlesville Consumer Credit Counseling Service of Central Oklahoma Supplies for child nutrition program $12,000.00 Bethany Financial literacy training designed for low and middle $10,039.00 Boys & Girls Club of Oklahoma County, Inc. income women Oklahoma City Support general operations of key programs at Court Appointed Special Advocates For Children, Inc. Telstar Elementary School in Midwest City. $15,000.00 Muskogee Technology upgrade $8,650.00 Calm Waters Center for Children and Families Oklahoma City CrossPointe Care Center Food Pantry Free Support Groups and Marketing $25,000.00 Norman Walk-in Cooler/Freezer $10,000.00 CARE Center - Child Abuse Response and Evaluation Oklahoma City Crosstown Learning Center, Inc. Medical examinations $20,000.00 Tulsa General operating support $30,000.00 CASA of Oklahoma County, Inc. Oklahoma City Dentists for the Disabled and Elderly in Need of Treatment Volunteer recruitment, training, and supervision $30,000.00 Oklahoma City Volunteer recruitment, laboratory fees, and purchase of Catholic Charities of the Diocese of Tulsa an oral cancer screening instrument $25,000.00 Tulsa Support for the Rural Outreach Centers $15,000.00


Grants Paid, continued Domestic Violence Intervention Services Tulsa Therapeutic Children’s Counseling Program $30,000.00 Down Syndrome Association of Central Oklahoma Oklahoma City DSACO 2016 Workshop Series


East Central University Foundation Ada Linscheid Library renovation to provide collaborative learning spaces $40,000.00 Easter Seals Oklahoma Oklahoma City Medical Rehabilitation Therapy program $10,000.00 Education and Employment Ministry, Inc. Oklahoma City Equipment for the commercial training kitchen $25,000.00 Emergency Infant Services Tulsa Direct client services $50,000.00 Family Builders, Inc. Oklahoma City Telecommunications system $9,789.00 Family Promise of Lawton, Inc. Lawton Guest assistance in achieving independence $8,000.00 Family Promise of Shawnee, Inc. Shawnee Capacity Development Grant $37,500.00 Food and Shelter Norman Capital campaign


Freedom School Oklahoma City, Inc. Oklahoma City Books, snack, and art materials for a summer literacy program $9,800.00 Girl Scouts of Western Oklahoma, Inc. Oklahoma City Girl Scouts’ Customer Engagement Program $25,000.00


Girl Scouts of Eastern Oklahoma, Inc. Tulsa Girl Scouts Beyond Bars $15,000.00 Good Shepherd Community Clinic Ardmore Medical Program - Lab Services $20,000.00 Great Expectations Foundation Tahlequah Professional development for Oklahoma rural school teachers $30,000.00 Happy Hands Education Center Broken Arrow Scholarship assistance $20,000.00 Harvest House Outreach, Inc. Tulsa Food for Families $18,000.00 Health Alliance for the Uninsured, Inc. Oklahoma City Expansion of prescription medication access $25,000.00 HeartLine, Inc. Oklahoma City 2-1-1 Emergency Funding $30,000.00 Hope Outreach, Inc. Enid Curriculum and supplies for the Earn While You Learn parenting program $10,000.00 HopeHouse Supportive and Transitional Living, Inc. Oklahoma City HopeKIDS Playground $25,000.00 Hospice of Green Country Tulsa Courtesy Care program $35,000.00 Infant Crisis Services Oklahoma City BabyMobile $30,000.00 Junior Achievement of Oklahoma Tulsa Rural Oklahoma education programs on financial literacy, work readiness and entrepreneurship $10,000.00 KIPP Tulsa Academy College Preparatory, Inc. Tulsa Professional development, training, assessment software, and materials and supplies for literacy initiatives $40,000.00

Launch Outreach Northeast Oklahoma Community Action Agency, Inc. Tulsa Jay Furniture and computers for the expansion of Construction and use of a mobile food market Manna House $10,000.00 Northwest Family Services Leadership Oklahoma Alva Oklahoma City Individual and family counseling outpatient program Youth Leadership Oklahoma Class XVI leadership and teambuilding activities $4,000.00 Oklahoma Baptist Homes for Children Oklahoma City Legal Aid Services of Oklahoma New cottage construction project Oklahoma City A full-time LASO attorney embedded at WestTown Oklahoma Center for Nonprofits Homless Resources Campus $30,000.00 Oklahoma City Nonprofit Executive of the Year Award Vision Banquet Life Change Ballroom Oklahoma City Oklahoma Center for Nonprofits Youth Empowerment & Leadership Program (YELP) Oklahoma City Scholarships $30,000.00 Statewide Rural Outreach Initiative LIFE Senior Services, Inc. Oklahoma Cleats for Kids Tulsa Oklahoma City Support for LIFE’s Adult Day Health Program $25,000.00 Ready to Run program which provides sports shoes for elementary kids Lilyfield, Inc. Edmond Oklahoma City Metro Literacy Coalition Support for expansion of Kid’s Camp and a community Oklahoma City wide seminar $10,000.00 Increased Services to Oklahoma City Literacy Learners & Providers Madill Community Day Care Center Association, Inc. Madill Oklahoma City Indian Clinic Facility renovations, purchase of technology, supplies Oklahoma City and safety equipment $53,000.00 OKCIC Cares Capital Campaign Meals On Wheels of Metro Tulsa Tulsa Meals on Wheels Second Meals Program: The Breakfast Initiative $15,000.00 Mental Health Association in Tulsa Tulsa Capital campaign to provide housing in Oklahoma City


Ministries Of Jesus, Inc. Edmond Funds for discounted medical tests; procedures; surgeries; and diabetic testing supplies $40,000.00 Muskogee County Child Advocacy Center, Inc. Muskogee Materials and facilitation for parenting classes $10,000.00 Neighborhood Services Organization Oklahoma City Dental equipment $20,000.00

Oklahoma Close Up Oklahoma City Discretionary










Oklahoma Dental Foundation for Research and Education Oklahoma City MobileSmiles program, which delivers dental care to women in recovery in rural areas $21,000.00 Oklahoma District Attorneys Association Oklahoma City Speaker fee for Elizabeth Smart to present at fall conference. $10,000.00 Oklahoma Lawyers for Children Oklahoma City Effective Program Management and Organizational Sustainability $45,000.00


Grants Paid, continued Oklahoma School of Science and Mathematics Foundation Oklahoma City 2016 Sarkeys Summer Math Institute for Oklahoma middle school math teachers $35,000.00 Oklahoma School of Science and Mathematics Foundation Oklahoma City Special Board Meeting/Quantum Experience $50,000.00

Restore Hope Ministries, Inc. Tulsa Backpacks for school supply kits $10,000.00 Retired Senior Volunteer Program Of Enid & North Central Oklahoma, Inc. Enid Senior feeding and food security program support $10,000.00 Rogers County Elder Day Care Center, Inc. Claremore Education and support services $20,000.00

Oklahoma State University Foundation Stillwater SimBaby Infant Simulator with laptop, compressor, software and accessories. $30,000.00

Rogers County Volunteers for Youth Claremore Funding Gap Assistance $20,000.00

Okmulgee County Homeless Shelter, Inc. Okmulgee New roof $15,000.00

Safenet Services, Inc. Claremore Volunteer Coordinator position $32,000.00

Opportunities Industrialization Center of Oklahoma County Oklahoma City Computers, a server for capacity building, and a public-access lab $15,000.00

Salvation Army-Shawnee Shawnee Afterschool program scholarships $20,000.00

Paths to Independence Bartlesville Tuition assistance for Summer School $10,000.00 Payne County Youth Services Stillwater Transitional Living Program $15,000.00

Sharing Tree Oklahoma City Classroom Connection - school uniform program


Shiloh Summer Camp, Inc. Oklahoma City Programming Coordinator salary $20,000.00

Positive Tomorrows Community Board, Inc. Oklahoma City Pre-Kindergarten Expansion $30,000.00

Show, Inc. Sapulpa Supplies and job coaching for recycling and employment services $15,000.00

Potts Family Foundation Oklahoma City 2016 Early Childhood Coalition Conference

Smart Start Central Oklahoma, Inc. Oklahoma City Materials for School Readiness Program


Rebuilding Together Oklahoma City, Inc. Oklahoma City General operating funds for program staff $25,000.00

Sooners Helping Sooners, Inc. Norman Education, Training, Travel, Lodging for Clients


Rebuilding Together Tulsa Tulsa Home repairs $25,000.00

Special Care Oklahoma City Scholarships $50,000.00

Resonance Listening and Growth for Women Tulsa Case management services and loft rental $40,000.00

St. Jude Children’s Research Hosptial Memphis Discretionary Grant in honor of Phyllis Kay West Sullivan




Stand In The Gap, Inc. Tulsa Support for Women In Transition and Life Launch programs $25,000.00 Stillwater Life Services, Inc. Stillwater Curriculum and facilitator for Oklahoma’s mandated Title V abstinence education and sexually transmitted infections education Sunbeam Family Services Oklahoma City Support for the Emergency Senior Shelter Teen Court Lawton Delinquency Prevention Program

Tulsa Girls Art School Project, Inc. Tulsa Healthy snacks and lunches for students


Upward Transitions Oklahoma City Direct client support for housing and utilities



Western Plains Youth and Family Services, Inc. Woodward Expansion project



White Fields, Inc. Piedmont “Forever Home”- Foster Cottage



William W. Barnes Children’s Advocacy Center Claremore Mental health treatment for victims of child abuse


The Center for Individuals with Physical Challenges, Ltd. Tulsa Scholarship funding


The Hospitality House of Tulsa, Inc. Tulsa General Operating

YMCA of Greater Oklahoma City Oklahoma City Year-round feeding program for central Oklahoma youth $15,000.00


The Oklahoma WONDERtorium Stillwater Summer WONDER Camps

Young Women’s Christian Association of Oklahoma City Oklahoma City Funding for child advocates



The Urban Mission, Inc. Oklahoma City Food products for the Food and Resource Center

Youth and Family Resource Center Shawnee Development of family-centered services



Youth and Family Services of El Reno El Reno Independent Living Program


Youth at Heart Tulsa After-school enrichment program


Youth Services for Oklahoma County Oklahoma City Transitional living services to youth who are homeless, displaced or at-risk of homelessness


Youth Services of Tulsa Tulsa Health Education and Pregnancy Prevention program for youth


Thunderbird Clubhouse Board, Inc. Norman Replacement of front doors, plumbing and electrical systems Town and Country School Tulsa Sensory playground equipment

$20,000.00 $15,259.00

Tulsa Advocates for the Rights of Citizens with Developmental Disabilities Tulsa Family Support Program


Tulsa Community College Foundation, Inc. Tulsa Housing for RN students



Grants and Guidelines I. Definition

The Sarkeys Foundation is a private,

charitable foundation, incorporated under the laws of the State of Oklahoma and operated exclusively for providing support through gifts and grants to charitable, scientific, and educational institutions which are qualified under section 501(c)(3) and which are not private foundations within the meaning of section 509(a) of the Internal Revenue Service Code of 1954 or comparable sections of the Internal Revenue Service Code added at a later date.

II. Governing Body

The Foundation is administered by a Board of Trustees and an Executive Director.

III. Meetings

The Trustees meet quarterly in January, April, July and October. Grant proposals are considered at the April and October meetings.

IV. Response to Inquiries A response to each request or inquiry will be made by the Foundation within a reasonable time.

V. Proposals

The Trustees accept proposals and applications from qualified charitable institutions. To qualify, a 501(c)(3) agency must be headquartered and provide services in Oklahoma. A careful evaluation of each such request will be made. Nonprofit representatives are urged not to wait until the final deadline. A. Major areas of support by the Sarkeys Foundation include: 1. Education; 2. Social service and human service needs; 3. Cultural and humanitarian programs of regional significance. B. Needs normally outside the range of support by the Sarkeys Foundation: n Local programs appropriately financed within the community; n Direct mail solicitations and annual campaigns; n Out of state institutions;


n Hospitals; n Purchase of vehicles; n Grants to individuals; n Responsibility for permanent financing of a program; n Programs whose ultimate intent is to be profit making; n Start-up funding for new organizations; n Feasibility studies; n Grants which trigger expenditure responsibility by Sarkeys Foundation; n Direct support to government agencies; n Individual public or private elementary or secondary schools, unless they are serving the needs of a special population which are not being met elsewhere; and n Religious institutions and their subsidiaries.

VI. Letters of Inquiry

Organizations are required to submit a Letter of Inquiry via email to determine whether they meet the criteria and priorities for funding. Representatives are encouraged to speak with a program officer for more information, to ask any questions about the process and for a pre-grant interview. Deadlines for letters to be received at Sarkeys are: n 5:00 pm, Wednesday, June 1, 2017 for the August 1, 2017 grant deadline. OR n 5:00 p.m., Thursday, December 1, 2017 for the February 1, 2018 grant deadline Successful applicants will be notified two weeks after the Letter of Inquiry deadline and will be given information to complete an online application. There are no exceptions made for applications or parts of applications submitted after the deadline. A Letter of Inquiry should be no more than two pages and should be submitted via email with the subject line: Letter of Inquiry to The letter must include the following information: n Organization Name n Contact Name, Address, Email and Phone Number

n n n n n

Description of the Organization Description of the Project Requested Amount Total Project Cost Federal Tax ID Number

VII. Application Frequency

Organizations are limited to one application per calendar year or twelve month period. Organizations with a current grant from Sarkeys Foundation are prohibited from applying for additional funding until final payment has been received.

VIII. Content of Proposals

Successful applicants will be notified two weeks after the Letter of Intent deadline and will be given information to complete an online application. Sarkeys accepts proposals through an online process at Sarkeys Foundation does not accept faxed or e-mailed proposals. Below are the primary components of the application: n Executive Summary n Financial and Endowment Template n Board Template n Description of the Organization n Description of the Project n Collaborative Efforts in Your Community n Line-item Budget for the Request n List of Secured Funds and Pledges, Outstanding Requests and Other Potential Sources of Funding n Audit required for organizations with assets in excess of $500,000 n Management letter stating no material weaknesses

IX. Challenge Grants

The Board may, at its discretion, determine to award a grant contingent upon the fulfillment of an institution’s additional fundraising obligation for the project in question within a specified time period.

X. Proposal Format

The application must be completed online by setting up an account at For any questions, problems, or concerns contact a program officer for assistance.

Resources Outreach and Education It’s easy to give away money. The more difficult task is giving it away to organizations that spend it wisely. That’s where the board and staff must work together to ensure effectiveness. One of our strategies continues to be helping enhance a nonprofit’s ability to work toward its mission. We do this by providing high level professional development opportunities and making our facilities, resources and staff available for nonprofits.

Sarkeys Southwest Regional Leadership Forum

Sarkeys Meeting Room

Research Library

The Sarkeys Meeting Room is a former church in downtown Norman, renovated with rich oak accents and mission-style furnishings. Its large meeting room is designed for maximum flexibility. The Meeting Room can seat over 150 people theater-style or 100 classroom-style. It can also be divided into smaller rooms to accommodate 20 to 75 people. It includes a large full-service catering kitchen.

The Sarkeys Foundation Research Library, adjacent to the meeting room, offers fundraising directories, board development information, and materials on a variety of management and governance issues. The library is available during business hours by appointment.

2016 Grants by Dollars Awarded Arts, Culture, Humanities

Every other year Sarkeys hosts the Southwest Regional Leadership Forum for nonprofit professionals and volunteers from Oklahoma and the region. Our next Forum is scheduled for November of 2017 but planning is already underway to find the best keynote and breakout speakers. You can read more about this year’s event on page 14.

Civic & Community Education Food, Nutrition, Agriculture Health & Human Services Health-General & Rehabilitative Housing/Shelter Jobs/Employment Mental Health, Crisis Intervention Youth Development Other 21

Statements of Financial Position

November 30, 2016 and 2015 2016


Assets Cash and cash equivalents $ 1,274,165 $ 1,251,398 Interest and dividends receivable 48,966 57,111 Grant receivable - 50,000 Federal excise taxes receivable 2,217 16,324 Investments 97,307,402 98,405,536 Property and equipment, net 1,860,831 1,669,912 Other 19,348 17,985

Total assets

$ 100,512,929

$ 101,468,266

Liabilities and Net Assets Liabilities: Accounts payable and accrued expenses $ 74,353 $ Deferred federal excise taxes 139,770 Grants payable 2,290,000

112,560 151,403 2,860,000

Total liabilities


Unrestricted net assets Total liabilities and net assets




$ 100,512,929


$ 101,468,266

Statements of Activities

November 30, 2016 and 2015 2016

Revenues and Gains Investment return Grant Returned Other Total revenues and gains Expenses Grants awarded Educational programs Professional fees Investment fees Trustee fees Employee costs Depreciation and other property costs Federal excise taxes Other


3,733,163 14,794 763,983




895,790 50,000 11,649 957,439

3,176,706 28,452 121,024 255,084 134,400 780,536 132,466 85,474 133,295

3,920,547 127,773 67,998 256,070 127,000 762,517 140,187 28,155 119,597

Total expenses



Decrease in unrestricted net assets





Unrestricted net assets, beginning of year Unrestricted net assets, end of year






2016 Board of Trustees

President Dr. John Bell

Teresa Adwan

Elizabeth Base

Jim Loftis

Joseph Morris

Clay Christensen

Dan Little

Terry West

Sarkeys Foundation Staff

Kim Henry Susan Frantz Linda English Natalie Carns Executive Director Senior Program Weeks Program Officer Officer Senior Program Officer and General Counsel


Lori Sutton Executive Assistant and Facilities Manager

Angela Holladay Director of Grants Management

Janice White Receptionist and Events Manager


530 East Main St. Norman, OK 73071 405-364-3703 (Office) 405-364-8191 (Fax)

Sarkeys Foundation 2016 Annual Report  
Sarkeys Foundation 2016 Annual Report