2023 Impact Report by Oklahoma City Community Foundation

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Impact Report 2023

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2023 Impact Report The greatness of a community is most accurately measured by the compassionate actions of its members.” – Coretta Scott King

Dear Friends, As year-end approaches, many of us make extra time for family and friends. We often think about and share highlights of our past year and start plans for the next. Like many of you, I try to take a little time to begin considering what it will take to reach my hopes for the coming year. The same thoughtful planning and action are needed to reach the aspirations we hold for our community. Oklahoma City is in a period of significant growth, and we can be grateful for the tremendous collaboration that is contributing to our future. The Oklahoma City Community Foundation fills a unique role in supporting our future by being the place where people, organizations and information come together. Through our relationships and by leveraging our knowledge of community needs, we are informed about what’s working and are able to connect individuals, families and businesses who want to invest in our community with those providing solutions. As you begin to look forward, we invite you to consider your aspirations for our community

and how OCCF can help you invest in what you hope to see. I am reminded every day of how special Central Oklahoma is. We care deeply, work together, give back and welcome others who come to join us in the same. Thank you for welcoming me to this community so that I can care, work and give alongside you. Your Community Foundation is focused on giving our best to this community every day. There is much work to be done, but so much to celebrate as well. Please enjoy this look back on the meaningful change we are creating together across our communities. We hope these pages demonstrate the progress we’ve made together, and inspire us all for what’s possible in the year ahead.

Onward,

Trisha Finnegan, President & CEO

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O K L A H O M A C I T Y C O M M U N I T Y F O U N D AT I O N

COMMUNIT Y

Joining forces to change lives.

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hen the topic of health arises, many of us think of physical health, common conditions or access to a doctor or nurse. Increasingly, these discussions also include mental health, and much like the topic of health, mental health is a complex issue, and the people impacted vary greatly. For Courtney, life changed in 2016 when she was 41 years old. She was at Lake Texoma with family and friends when she saw three children go under the water and not come back up. She was able to help save two – but the third child died while she was helping

perform CPR. Her sister Sarah says Courtney was never the same. The trauma caused Courtney to start behaving erratically. She lost the job she’d proudly held for 21 years and her home that she lovingly cared for. Even though members of the Smith family tried multiple private, public and nonprofit mental health organizations for resources and treatment, nobody could find the right combination of services to help stabilize Courtney. She would walk away from each facility, and there was nothing her family or case managers could do to stop her. “Navigating Oklahoma’s mental health treatment system has been a never-ending nightmare for my sister and our family,” Sarah Smith said. Sarah is the legal guardian for her sister Courtney, who has struggled with schizophrenia and homelessness since 2016.

⌃ Courtney, Sarah Smith and family. ‹

Established in 1915, the Griffin Memorial Hospital, formerly Central State Hospital, in northeast Norman will be relocated to The Donahue in Central OKC. camera Credit: Aden Choate/OU Daily

related to mental health treatment. The Oklahoma City Community Foundation joined with government agencies, nonprofits, private foundations, corporate partners and individual donors to support the Healthy Minds Healthy Lives Foundation. In September, the partners announced the development of the Donahue Behavioral Health Center housed at OSUOKC in Oklahoma County. “We knew if we could help create some synergy – bring together state, federal, local, nonprofit and corporate entities seeking real solutions to our mental health and substance abuse crisis – we would have an opportunity to make real changes that impact people statewide,” said Carrie SlattonHodges, former Commissioner for the Oklahoma Department of — Sarah Smith Mental Health and Substance Abuse Services. “The Donahue facility and this public/private collaboration are huge and will change the face of mental health and substance abuse treatment in Oklahoma for the next 50 years.”

Navigating Oklahoma’s mental health treatment system has been a never-ending nightmare for my sister and our family.”

“There is very little communication between service providers and almost all of Courtney’s worst problems have come in gaps in care,” Sarah added. In 2023, Oklahoma took a major step forward in addressing systemic issues

The $147 million, 200,000-plus-square-

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foot facility will serve 275 adults and 55 adolescents daily, increasing the Oklahoma Department of Mental Health’s operational capacity by 100 beds and includes an Urgent Recovery Center for Oklahomans experiencing a mental health crisis. In addition, it will create an estimated 250 jobs for the local economy and a training ground for quality healthcare providers through a partnership with OSU-OKC.

“Bringing people together to address key issues facing our community is at the core of what we do at OCCF,” said Trisha Finnegan, President & CEO of the Oklahoma City Community Foundation. “We are honored to not only be part of this but to be part of raising awareness and encouraging others to join in. The Donahue will be a unique collaboration that improves our entire community, and this would not have been

possible without many partners working with stamina and intention to contribute to this important issue.” In 2020, the State Department of Mental Health and Substance Abuse’s report ranked Oklahoma fifth in the nation with more than 25% of our population suffering from some sort of mental illness, putting numbers behind an already apparent problem and

2 0 2 3 I M PA C T R E P O R T sparking a fire for change. When the city, county and state officials had the opportunity to commit funding from the American Rescue Plan Act of 2021, State Senator Julia Kirt and County Commissioner Carrie Blumert, who represent the area of OKC where the Donahue will be built, recognized it as a perfect multi-faceted financial and resource partnership opportunity. “When we got this big influx of federal dollars, we wanted to put it into something that would last another century to help people in our communities,” Kirt said. “The Donahue Behavioral Health Center will change thousands of lives for the better,” said Blumert. “My mom’s life was saved in 2004 because she had access to a mental health crisis center. Many Oklahoma families can’t say the same thing, and they tragically lose their loved one. I am so proud that we invested funds from Oklahoma County in this project, and more ‹

Architectural rendering of the Donahue Behavioral Health Center scheduled to open in 2026.

— Julia Kirt

JOINING TOGETHER

Oklahoma State Senator

OCCF & Donors

$232 K

Kirkpatrick Fam. Fund

$300 K

Arnall Fam. Fund

$5.0 M

Inasmuch Foundation

$1.0 M

City of OKC ARPA

$1.0 M

Gaylord Foundation

$1.0 M

OK County ARPA

$1.5 M

State-Allocated ARPA

$87.0 M

Donations as provided by the Healthy Lives Health Minds Initiative as of Sept. 11, 2023.

When we got this big influx of federal dollars, we wanted to put it into something that would last another century... and will save lives.” Continued on p. 10

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Continued from p. 9

JOINING TOGETHER OCCF’s Trisha Finnegan, angle-right Kelley Barnes and Shree Ledford present a check to Oklahoma Department of Mental Health’s Heath Hayes for the Healthy Minds Healthy Lives Foundation.

— Sue Ann Arnall

This collective endeavor and commitment to fostering a society that values and supports mental well-being...is extremely important.”

Founder and President, Arnall Family Foundation which donated $5 million to the project.

We knew if we could help create some synergy...we would have an opportunity to make real changes that impact people statewide.” — Carrie Slatton-Hodges Former Commissioner for the Oklahoma Department of Mental Health and Substance Abuse Services.

Oklahomans will have access to treatment.” But as a hub for mental health treatment, the facility will do far more than serve individuals. Addressing mental health is at the core of many issues facing our community. “Mental illness not only impacts individuals experiencing it, but it also impacts that individuals’ entire community. How we as a community treat those experiencing a crisis reflects our values,” said Sue Ann Arnall, Founder and President of the Arnall Family Foundation, which provided $5 million for the project through its fund at the Community Foundation. “This collective endeavor and commitment to fostering a society that values and

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supports mental well-being instead of resorting to criminalizing some of our most vulnerable citizens is extremely important.” The Donahue is slated to open in 2026, and that day cannot come soon enough for Sarah Smith, her sister Courtney, and thousands of other individuals and their families who are hopeful that it can help fill the gaps and improve mental health care for our community.

⌃ Architectural rendering of the Donahue Behavioral Health Center

scheduled to open in 2026.

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Yesterday’s Trophies Don’t Win Tomorrow’s Games.”

— Tom Love

early 60 years ago, Tom and Judy Love leased an abandoned filling station in Watonga, Oklahoma. Little did they know this single purchase would spark an empire that now includes more than 600 stores operating in 42 states known throughout the country as Love’s Travel Stops and Country Stores. As the success of the Love’s franchise grew, the family looked for ways they could give back to the

communities that supported them, creating a lasting impact on the community. We sat down with Jenny Love Meyer, Executive Vice President and Chief Culture Officer of Love’s Travel Stops and Country Stores, to discuss what it means to her family to support the community and the people who live here and how her family’s partnership with the Oklahoma City

Community Foundation is making that possible. Q: Jenny, your parents, Tom and Judy Love, worked hard to grow their business into one of the most respected and largest companies in Oklahoma. What did they teach you about hard work as you were growing up? A: They taught us a lot about hard work. When I look back, that was probably one of the biggest lessons that both my dad and mom really showed us. And it goes beyond what they talked about; it’s also how they lived. Dad’s hard work was one of the keys to him being successful. And mom’s hard work and tenacity is seen a lot in her community efforts, especially her willingness to take on capital campaigns. Q: In 1999, the Love Family established the Love Family Affiliated Fund with the Oklahoma City Community Foundation. Why was OCCF chosen, and how has that partnership grown over the years? A: It was decades ago when we thought about how we would scale our charitable giving dollars and be able to have a sustained funding mechanism so that we could grow it while also having that baseline foundation. We look to the outcomes, and the Community Foundation helped us enable that growth. The stewardship we saw and how the organization really helps administer funds was really the first thing we looked to, to be able to say this could really be a good partnership. Jenny Love Meyer, angle-right Executive Vice President, Chief Culture Officer of Love’s Travel Stops and Country Stores .

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We look to outcomes and the Community Foundation helped us enable that growth.” — Jenny Love Meyer

Executive Vice President, Chief Culture Officer of Love’s Travel Stops and Country Stores

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Tom and Judy Love and the Love family, 2021.

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Tom Love, founder and executive chairman of Love’s Travel Stops and Country Stores and his wife Judy Love, secretary of Love’s Travel Stops and president of Love’s Family Foundation. Tom passed away in March of 2023.

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2 0 2 3 I M PA C T R E P O R T Q: The Love family has directed a number of their Love’s Travel Stops and Country Stores locations to the fund with OCCF. The monthly lease income then generates cash that is later used for charitable donations. Can you tell us a little bit about the process? A: The idea is essentially the saleleaseback. Being able to donate the stores to the Community Foundation helps generate a rental income we can utilize to be able to make those charitable donations to other nonprofits. It’s been a great way to have that sustainable source. Q: Your family’s given back so much to the community. Why is this important – giving back to the community? Why is it important to the family? A: It really started with my parents. My dad always felt we needed to be involved with the community. We’ve now got over 640 locations, and being able to be part of the community was something he felt was important. My mom liked the JFK quote, “To those whom much is given, much is expected.” This resonated with her, so she felt it’s important for us to be not only be a part of the community but also to give back and make the community better. Q: On the wall behind you is one of your dad’s mottos, “Yesterday’s trophies don’t win tomorrow’s games” – what did he mean by that?

A: It’s a great quote that people talk about a lot. Really, it means you can’t reflect back on accomplishments of the past to help you win accomplishments of the future. It was his way of saying we cannot rest on our laurels. Every day, we need to be better as an organization and as a people. Q: How can businesses best support our community? A: There are always going to be needs or opportunities in each community, and the magic happens when businesses are able to recognize needs in partnership with nonprofits to really make things better and create opportunities for the people who live in the community. Q: What are your hopes for the future when it comes to the role philanthropy plays in our own community? A: I would just hope that we, the donors who have been active in the community, will continue to make things happen. There is a future with younger entrepreneurs, and as they grab the gavel and understand the importance of this, they will feed the pipeline of donors investing in the community. We really need those younger businesses to be able to do that well and in their own way. Watch more of this interview: occf.org/annual-report

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Investing in Our Community Community Grants

Scholarships

Our iFund grant programs provide needed funding to impactful nonprofits across our community. They also offer donors the chance to make an immediate impact in areas they care about. In FY23, the Foundation and our donors provided needed funding to support four community needs:

Tuition has increased nearly 40% over the last decade, but thanks to the scholarships you’ve established, we are helping students reach their educational goals today and in the future.

• Children

• Health Care

• Culture & Community

• Older Adults

Parks & Public Space OCCF has invested in area parks for more than 30 years. Through funding and expertise, we partner with community members to support them as they work to beautify, develop and bring people into their parks, neighborhoods and schools. Our Parks & Public Space Initiative makes it easy for anyone to support community parks and neighborhood greenspaces across OKC.

Workforce This year we launched our Workforce Development Scholarships. These grants are helping meet Oklahoma’s most significant employment gaps and accelerating our community’s goals for workforce development.

Wellness 2023 marked 15 years and $1.74 million of OCCF support to nonprofits improving wellness across our community. We celebrate our longtime partner, the YMCA of Greater Oklahoma City, who has taken over KeepMovingOKC.org and are excited to see where their leadership takes this valuable community resource.

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24M+

hand-holding-heart $

Total Grants Awarded in FY23

Scholarships $4.1M

Foster care, juvenile justice, criminal justice reform and animal welfare Arnall Community Funds — $17.4M

$1.3M

Statewide

$1.4M

OKC Metro

Arnall Community Funds

Kirschner Trusts

A hands-on and innovative approach, the Arnall Community Funds empower community partners to create lasting, transformative change in our community in the areas of foster care and juvenile justice, criminal justice reform and animal welfare.

A legacy started more than 40 years ago, the Kirschner Trusts, established by Phil & Roberta Kirschner, expanded the Foundation’s goal to benefit people across the state in areas including:

Rural Oklahoma

• Educational & Vocational Opportunities for Youth with Disabilities

Improving the quality of life in rural Oklahoma is the goal for our regional affiliate, the Carolyn Watson Rural Oklahoma Community Foundation. By stretching our reach statewide, these grants to classrooms and communities bring support right to the people who need them.

• Jewish Education, Culture & Heritage • Eastern Oklahoma Nonprofits

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Kaleidoscope of Cultures:

Celebrating Oklahoma’s Unique Identity. We’re not passionate because the world has lost its passion for us.” — Student Dancer

RACE Dance Collective’s Hip Hop Nutcracker

his sentiment resonates with people from so many walks of life, reflecting a universal desire to be seen and understood. Sadly, many cultures, traditions and individuals often remain overlooked or disregarded. At the Oklahoma City Community Foundation and so many nonprofits throughout our community, we believe embracing these differences is at the heart of what makes our community unique.

When the RACE Dance Collective team heard the student’s statement, it hit especially hard. As an organization that lives up to its name – Radical Application of Creative Energy – it has become known for its intentional and authentic efforts to engage with communities. Hearing these words from one of their dancers really reinforced the team’s mission to connect with as many young dancers as possible.

2 0 2 3 I M PA C T R E P O R T around the idea of a Spanish-translated show. The idea quickly took hold, gaining momentum as they brainstormed. Their partners at OKCPS and Oklahoma City Community College (OCCC) were extremely supportive, helping them find creative ways to reach and connect with more diverse audiences. Lemuel Bardeguez, the Director of Cultural Programs at OCCC emphasized that access to a performance like this is a rarity for the Hispanic community, making this project particularly impactful. With the support of a Culture & Community iFund grant from the Oklahoma City Community Foundation, RACE was able to offer two free Spanish shows and humanities panels as part of their December performance schedule, receiving an overwhelmingly positive response from the community.

In the spring of 2022, the RACE team was discussing how they could leverage the 10th anniversary of their annual Hip Hop Nutcracker to attract a more diverse audience when they realized they had the answer all along. Their unique rendition of The Nutcracker brings together professional dancers and Oklahoma City Public Schools (OKCPS) students to present a fun and compelling twist on this classic show, but

⌃ Hip Hop Nutcracker

it’s more than just a show. The collaboration builds a bond between dancers, inspiring students and helping them to find their place in the world. As part of this collaboration with OKCPS, the RACE team works with a significant number of Hispanic students, so they started tossing

“This was the first time we had applied for a grant of this magnitude, and OCCF’s support is so humbling,” said Sheri Hayden, RACE Dance Collective’s Executive Director. “I wish more people could be in the lobby after a show and feel that energy or be in that ‘Break A Leg Circle’ before those performances. To see the kids grow and the impact this process has on them from their first rehearsal to that final performance – it’s impossible to put into words how amazing that feels.” Bringing people together for a shared experience that engages participants,

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Since 2010, Oklahoma’s population has grown by 5.5%, according to the 2020 U.S. Census, and with that, the face of Oklahoma is changing. Oklahoma’s diversity is on the rise, and Oklahoma County now includes a Hispanic population of nearly 20%. With the rapid growth of both our city and our state, OCCF saw a need to embrace what helps make this such a special place, both preserving our history and embracing the changes to come. “Our state holds such a rich diversity of people that helps shape who we are today – from our Native American tribes to our Central and Latin American populations to our vibrant Asian districts. There’s so much to learn and share with one another,” said Leslie Woodward, OCCF Community Programs Manager. “We are excited to help amplify the history and traditions that make Oklahoma so unique while uplifting those cultures we may have never even known were a part of our own community.” Inspired by the collection of history, art and culture that could be found at the former Kirkpatrick Center in Oklahoma City, OCCF set out to encourage organizations to reach new audiences and share the many cultures that make up Oklahoma, and our

community did not disappoint. Through OCCF’s field of interest funds, we were able to bring together resources to support cultural opportunities to maximize their impact and award nine organizations a total of $183,000 in grants in the fall of 2022 to support everything from festivals to dance performances and film premieres. “These grants have sparked innovation and collaboration,” Leslie said. “Our grantees have extended their projects beyond their initial scope to forge lasting partnerships, which is something we always encourage.” Oklahoma City’s deadCenter Film embraced the idea of collaboration with open arms, taking their concept of celebrating diverse worldviews and expanding past their annual film festival to a year-round, eight-film series called Continuum that goes out into the community to lay down a cinematic welcome mat for a wide array of people. Through the series, deadCenter highlighted the differences and beauty that can be found in our community by connecting films and filmmakers from different walks of life with people and organizations with similar experiences in culturally significant locations and districts throughout Oklahoma City. “The beauty of film is that we can immerse ourselves in one another’s lives – we learn and grow from walking in their shoes, especially when their journey is unlike our own,” said Cacky Poarch, Executive Director for deadCenter. deadCenter filmmaker Q&A. deadCenter Una Noche participants. angle-right angle-right

audiences and communities and strengthens the quality of life for our community is exactly what the Oklahoma City Community Foundation had in mind when we established our Culture & Community grant program in 2022.

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The beauty of film is that we can immerse ourselves in one another’s lives...” — Cacky Poarch

Executive Director, deadCenter

In keeping with the idea that building community requires connection, Continuum provided an opportunity for attendees to participate in pre- or post-screening mingling and Q&As with the filmmakers – and each other. This added experience connected film-goers not only to the filmmakers and organization but also to the community itself. “With our earliest intentions, we planned to bring the best of our film festival to Continuum programming, but we were pleasantly surprised to see Continuum fueled participation in the film festival itself,” Cacky said. “Not only was it our most diverse audience yet, but we also found that every group highlighted in Continuum had at least one representative who participated in the film festival. When nonprofits talk about full-circle programming, this is the goal – expansion into new audiences and individuals who are activated and engaged in new and existing programming.” These grants have given us so many opportunities in the past year. They’ve given us the opportunity to learn and grow. They’ve given us the opportunity to understand and inspire. They’ve given us the opportunity to do more. But, above all, they’ve given us the opportunity to showcase our differences and help create a community where people are seen and accepted. Learn how you can do more with us at occf.org/communityneeds.

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Total Grants

Oklahoma Counties Reached in FY23

users

750+

Organizations Receiving Grants

Featured Grants Impact numbers reflect outcomes from competitive grant programs administered by the Foundation with direct impact on individuals. Categories: circle Rural Community

circle Culture & Community

136K+ People Impacted in FY23

circle Kirshner

circle Health Care

circle Older Adults

person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person person

circle Children

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First-time Grantees in FY23

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Oklahoma City Community Foundation Scholarships in FY23

award

4.1M+

Total Awarded in FY23

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939

Scholarship Recipients

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4K+

Average Award

16% Engineering

8% Liberal Studies

3% Arts/Dance/Music

3% Multidisciplinary

15% Health Care

7% Education

3% Communications

2% Trade/Career

13% Business

5% Technology

3% Law

1% Veterinary

12% Science/Math

4% Architecture

3% Agriculture

.7% Aviation 1.3% Undecided

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New Scholarships Established in FY23 New scholarship endowments of $50,000 or more established July 1, 2022-June 30, 2023.

Curtis Family + Chris Scholarship Fund

Family + Heffington Scholarship Fund

& Jeanie Ventris Thomas J. Pritchett + Ray + Scholarship Fund Scholars Fund

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Sustaining Nonprofits Nonprofit Endowment Program For more than 50 years, our Nonprofit Endowment Program has helped sustain area nonprofits by providing reliable support year after year. By partnering with OCCF, individuals, families and businesses can provide sustainable funds to nonprofits they care about, making it easier for those nonprofits to serve.

Matching Grants

Nonprofit Directory

Matching grants often inspire new gifts and make everyone’s contribution go further! Our endowed partners have had great success working with their current donors to sponsor a match, and we are here to help. If you are interested in establishing a matching fund or pursuing match dollars for your endowment, give us a call or maximize your impact with our latest matches at matches.occf.org!

Browse a full list 24/7 of our more than 400 nonprofit endowment partners or narrow the list to just one impact area. Learn about organizations’ missions, support endowments and explore more on this powerful tool that continues to grow every day! Visit the directory and learn more at nonprofits.occf.org.

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⌃ ARTSPACE at Untitled, a creative incubator for living artists to work, teach, reside and display their art.

10 .3 M

Nonprofits Supported

10 .8 M

2021

12 .3 M

2022

2023

2021

2022

2023

2021

2022

2023

48.4%

49.2%

46.7%

Education

3.9%

5.4%

5.3%

Youth-Serving

21.1%

17.3%

21.8%

Arts & Culture

4.0%

3.7%

3.3%

Environmental & Animal

10.4%

11.6%

9.8%

Social Services

2.1%

2.2%

3.1%

Community Development

7.6%

8.0%

7.7%

Health-Related

2.5%

2.6%

2.3%

Religious

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New Nonprofit Endowment Funds in FY23 • indicates a designated fund established under an existing nonprofit endowment.

ACLU of Oklahoma Foundation

Hough Ear Institute

Out-of-State Organizations:

All Souls’ Episcopal Church

Moore High School Alumni Association

American Ballet Theatre, New York, NY

• Donna Kennedy Vogel Fund

• Holly McCoy Memorial Scholarship Fund

Ballet Oklahoma

• The Run for Rachel, Yuridia and Kolby Memorial Scholarship Fund

• Mari Cook Medley Dancer Wellness Fund

Casady School

National Cowboy & Western Heritage Museum

• Donald S. Kennedy Fund

Children’s Health Foundation • Credit Union for Kids Endowed Pediatric Research Chair Fund • Keaton Barron Endowed Research Program Lecture in Pediatric Oncology • Sheridan Bautista Endowed Research Program Lecture in Pediatric Oncology Fund

Edmond Public Schools Foundation

• Rookie Teacher of the Year Fund • Ruth Zumwalt Education Scholarship Fund

El Reno Public School Foundation • Dr. Karen Jennings Scholarship Fund • Matt and Elisha White Scholarship Fund

Frick Collection, New York, NY • Christian Keesee Frick Collection Endowment Fund

• Donna Kennedy Vogel Fund

Hofstra University Department of Drama and Dance, Hempstead, NY

Oklahoma City Repertory Theater

• Larry Keigwin Endowment Scholarship Fund

Oklahoma Project Woman

Metropolitan Opera, New York, NY

Oklahoma Single Parent Scholarship Program Pivot Inc. • Tiny Homes Fund

• Kathi Despain Support Personnel of the Year Fund

• Christian Keesee American Ballet Theatre Education Fund

Sustainable Journalism Foundation benefiting NonDoc University of Oklahoma College of Dentistry

• Christian Keesee Metropolitan Opera Fund

St. Thomas Choir School, New York, NY • Christian Keesee St. Thomas Choir School Fund

Tate Americas Foundation, New York, NY • Christian Keesee Tate Americas Foundation Acquisitions Fund

• Dr. E.E. Kirkpatrick Indigent Dental Care Fund

Untitled Artspace

View all of our Nonprofit Endowments: nonprofits.occf.org

Children’s Health Foundation

Edmond Public Schools Foundation

Oklahoma City Repertory Theater

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Working for the Greater Good.

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n 2022, nearly 60,000 Oklahomans found themselves unemployed without a way of providing for themselves or their families, according to the U.S. Department of Labor. Despite their efforts, finding work proved elusive for a wide range of reasons. According to the State Chamber Research Foundation, there were 36,000 more job postings than people searching for work – a number that led the Oklahoma City Community Foundation to dig deeper. “We found that there wasn’t a lack of positions, rather a lack of qualifications that almost always required additional education and training people couldn’t afford,” said Jess Schwager, OCCF’s Director of Scholarship Programs who also runs OCCF’s Workforce Development Scholarships program. Oklahoma is experiencing mass shortages in areas like nursing, truck driving, software development and early education – all of which require months, if not years, of training and education. And with education costs on the rise, going the distance can seem impossible. It was here that the Community Foundation saw a unique opportunity. By partnering with people and organizations who already have trusted relationships and strong programs, OCCF was able to meet people where they are. ‹

Left: Urban League of Greater Oklahoma staff members Ollivett Brothers and Lonnetta Smith.

« Far Left: Urban League career counselor Sharryc Smith

works with client, Kyla Wade.

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“We had to understand the reasons these jobs remain unfilled,” said OCCF’s President & CEO Trisha Finnegan. “For many, stepping away from their families or existing work to learn a new skill is simply not attainable. We found local organizations working with individuals to connect them with careers they didn’t think would ever be possible. The Foundation connected people and resources to address this issue affecting so many Oklahomans and our economy.” ⌃ Center for Employment Opportunities employee Mary Barrett

works with client Steven Collins.

‹

Workforce Development Scholarship grant recipient Center for Employment Opportunities clients Jose Villar and Robert Campbell training at American Truck Training in Oklahoma City.

2 0 2 3 I M PA C T R E P O R T In spring 2023, the Community Foundation launched the Workforce Development Scholarships, aimed at helping to fill Oklahoma’s most significant employment gaps and accelerating our community’s goals for workforce development. Collaborating with eight organizations around the metro, OCCF awarded a total of $210,000 in grants to provide training opportunities to under- and unemployed individuals. “By engaging organizations with successful programs and providing them funding, we were able to remove barriers,” Jess said. “No deadlines, no lengthy applications. We created a plan to put these grants directly into the hands of the organizations, dollars with no strings attached and no requirements beyond what they had already capably built.”

coaches and community health workers with a focus on family planning to address gaps in perinatal health and wellness care with their program that targets the underserved, Historically Unvisible Black, Brown + Indigenous (HUB+I) population. “We want to be very intentional,” said RaShaunda. “We are developing this workforce for the longevity and sustainability of our program so that we can serve the community the way we intend.”

A lot of folks are hindered from receiving financial aid because of their backgrounds.”

“We never want to leave people out. This grant is an opportunity for individuals to say yes, I do want to be in the program, but I do need a little bit of assistance,” said RaShaunda Lugrand, CEO & Founder of The InTune Mother Society (TIMS), an inaugural Workforce Development Scholarship grant recipient. In 2020, TIMS partnered with the U.S. Department of Labor to launch its Pathways Program – a year-long, state-recognized certification program devoted to perinatal wellness education. Through this, they are building a pipeline of trained doulas, wellness

As a leader in workforce development for more than 75 years, the Urban League of Greater Oklahoma City was a welcome environment for OCCF to learn and support. Their efforts to address under- and unemployment in Oklahoma County take a broad approach, offering training and resources and partnering with other organizations, like TIMS, to link jobseekers with occupational and support skills. With this grant, Urban League is implementing a scholarship program for at-risk populations for career or technical training, skills and college.

— Emily Ray OKC Director, Center for Employment Opportunities Sustainability has proven to be a common thread for many of OCCF’s first round of grantees. As OCCF has partnered with and learned from them, one of the most exciting discoveries has been collaboration. Workforce development is a complicated problem, and by recognizing that no one organization fulfills all the needs of individuals seeking employment, we have seen organizations making each other stronger and achieving greater results.

“These grants can serve any client. It can serve a 65-year-old senior citizen who’s trying to go back to work because they found out their retirement was not enough,” said Ollivett Brothers, Urban League’s Director of Workforce and Career Development. “It’s really open to the general public.”

For OCCF, that flexibility was crucial because we wanted to impact the areas where it was most needed. “A lot of folks are hindered from receiving financial aid because of their backgrounds,” said Center for Employment Opportunities (CEO)’s Oklahoma City Director Emily Ray. Working with individuals exiting the prison system, CEO is quick to recognize these financial aid deficits and works hard to help

O K L A H O M A C I T Y C O M M U N I T Y F O U N D AT I O N

We want to be very intentional... for the longevity and sustainability of our program so that we can serve the community the way we intend.” — RaShaunda Lugrand CEO & Founder of The InTune Mother Society (TIMS) their clients find opportunities. Through their programming, they guide individuals from training all the way to retention services for a year after job placement, ensuring that the people they work with receive all the resources they need. “We’re not a court-ordered program. Folks that come in our doors are coming out on their own, and we’re just trying to figure out which program is the best for that individual,” Emily said. The individuals visiting these organizations are striving for better, and these organizations are making

a difference to each person and on a broader scale. In 2022, Oklahoma saw one of its lowest unemployment rates in more than 20 years, and of those unemployed, only 12,000 sought unemployment insurance claims, meaning 80% of those unemployed are making the effort to find jobs. “These organizations are opening up new opportunities for Oklahomans,” said Kelley Barnes, OCCF’s Vice President of Community Engagement. “By working with them, OCCF is investing in our state’s future and the people who live here, and we are excited and encouraged by these investments in our future.”

Workforce Development Scholarship grant recipient InTune Mothers Society Founder, angle-right RaShaunda Lugrand (R) and Perinatal Wellness Coach De’Chanel N. Grant (L)

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Oklahoma’s Workforce » Data courtesy of State Chamber Research Foundation, 2021

21K

require bachelor’s+

36K unfilled jobs statewide

require associate’s/some college

14K

require high school or less

89 Unfilled jobs in nursing circle 30 Unfilled jobs in middle school teaching circle 55 Unfilled jobs in truck driving circle 69 Unfilled jobs in software development circle %

O K L A H O M A C I T Y C O M M U N I T Y F O U N D AT I O N

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KIRKPATRICK FAMILY AFFILIATED FUND

Partnering to Foster the Arts, and so Much More! O

klahoma City Community Foundation founders John and Eleanor Kirkpatrick had a vision for a strong, happy and healthy community built on a foundation that valued access to the arts and art experiences. For more than 30 years, the Kirkpatrick Family Fund, administered by the Oklahoma City Community Foundation, has carried on this legacy.

‹

Adult and Teen Ballet class taught by Olivier Muñoz of Oklahoma City Ballet’s Yvonne Chouteau School. camera Credit: Jana Carson

Under the leadership of the Kirkpatrick’s grandson, Christian Keesee, the Kirkpatrick Family Fund continues to impact the arts, awarding nearly $6 million to more than 60 arts organizations in fiscal year 2023. Focusing on programs centered around active learning and imagination, the creative process and enriching the vibrancy of our community, they partnered with a robust group of new and innovative programs this year. A longtime leader in the Oklahoma City arts movement, Oklahoma Contemporary Arts Center

provides accessible arts education programs unlike anywhere else in the metro. This year, the Kirkpatrick Family Fund was excited to continue their partnership with the Arts Center to help bring their vision for the arts to life. From classes that bring unique perspectives to Studio School students to collaborations with groups like the Oklahoma City Repertory Theater and SPARK! Creative Lab, the Arts Center encourages creativity and inspires visitors every day. This year, the Kirkpatrick Family Fund also took their support of the arts to a new level, starting the OK Let’s Dance initiative to celebrate the joy of dance and movement and increase the availability, accessibility and awareness of dance in central Oklahoma. In its pilot year, they partnered with the Plaza District Association’s Calderón Dance Festival, engaging all ages with free lessons at every skill level and featuring performances

O K L A H O M A C I T Y C O M M U N I T Y F O U N D AT I O N

Kirkpatrick Family Fund FY23 Grants Area of Interest

Total Giving

Endowment Giving

Animal Well-being

$593,000

$505,000

$5,842,500

$2,200,500

Children, Youth & Families

$556,000

$176,000

Community Development

$2,088,500

$1,227,500

Arts & Humanities

Area of Interest

Total Giving

Endowment Giving

Education

$182,500

$80,500

Environment

$98,500

$43,000

$1,845,000

$792,000

$640,000

$218,000

$11,846,000

$5,242,500

Health Human Services

Total

Full list of grants can be found here: kirkpatrickfamilyfund.org/KFF-images/Grants-Awarded-Fiscal-Year-2023.pdf by local and national groups, including headliner Ballet Hispánico’s second company BH Dos of New York. In fiscal year 2023, the fund also had the opportunity to invest in the future of young people and young organizations. The STEAM Engine works to bridge Oklahoma’s science, technology, engineering and mathematics workforce gap, especially among underrepresented communities. Through partnerships with Boys and Girls Clubs of Oklahoma County, Freedom City and Urban Bridge and with the support of the Kirkpatrick Family Fund, they were able to incorporate

an arts-integrated curriculum for their afterschool and summer programs, developing ten units they will use with tens of thousands of elementary students as the STEAM Engine scales statewide.

of our community. To date, the Kirkpatrick Family Fund has pursued this mission across many areas of need, contributing more than $164 million through project, operating and endowment-building grants.

Working together makes all of us stronger, and these grantees underscore the impact we can make through collaboration, a network of support and a shared vision. John and Eleanor Kirkpatrick established the Kirkpatrick Family Fund in 1989 with the mission to invest in ideas, leadership and programs that contribute to and advance the cultural, intellectual and societal interests

Eterna Primavera Folklore Guatemalteco performs at the Calderón Dance Festival in Oklahoma City’s Plaza District. camera Credit: Jessica Lea Images

angle-right

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O K L A H O M A C I T Y C O M M U N I T Y F O U N D AT I O N

Our Donors Donors

Support

The Oklahoma City Community Foundation brings people together who want to invest in this place and those who live here. Our donors make everything we do possible. Together we work towards meaningful change across our communities.

We make it possible for individuals, families and businesses to fuel the nonprofits they care about for the long haul. Investing in nonprofit sustainability means organizations can focus on those they serve.

Impact We help donors create the change they hope to see and connect them with programs and initiatives that transform lives across Central Oklahoma and beyond.

Local & Effective Our staff is locally-based and highly-invested in our community. Their in-depth knowledge of the issues our community faces as well as the many ways to give make it easy for donors to invest in the community.

Education Through funds created by generous donors, OCCF has become the largest independent scholarship provider in Oklahoma, awarding more than $4.1 million to nearly 1,000 students each year.

Meet Community Needs OCCF’s grant programs allow donors to make an immediate impact or provide long-term funding for a cause that matters to them. And, by joining with our funds and other donors, they can make an even greater impact.

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Start making an impact today and tomorrow. 405-235-5603 donate.occf.org

President & CEO Trisha Finnegan meets with donors Nancy Payne-Ellis, Bond Payne and Kathy Brown

OCCF’s Joe Carter meeting with OCCF Trustee and advisor Christin Mugg

OCCF donor Ken Rees and recipients of the Y Achievers program

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Donors Donors who gave $1,000 or more from July 1, 2022-June 30, 2023.

4 H.I.M. - His Healing Helping Hands International Ministries 45th Infantry Division Museum 95th Division Foundation Accident Care and Treatment Center Inc. Acorn Growth Companies LLC Dr. Steven C. Agee Leigh Ann & Paul W. Albers Patrick & Linda Alexander Mark Allen Allied Arts of Oklahoma Inc. Braddon P. Altshuler Brooks D. & Katherine Altshuler Mr. Bradley A. Aman Guy & Tiffany Aman American Banjo Museum American Choral Directors American Diabetes Association American Legion - Frank H. Collings Post No. 111 Nancy & Bob Anthony Arcadia Historical & Preservation Society Arnall Family Foundation Ron & Julie Arvine Ascent Resources Management Services LLC

B Diane M. & Troy A. Baker Jack Baker BancFirst Bank of Oklahoma John H. Barghols Ed Barth Mr. Philip Beard Dr. David Behm Bobby & Stephanie Bills Mike & Bonita Birdsong Deanne & Bill Bishop Jr. Scott & Dyana D. Bishop Blake & Chelsea Bixler David Bize Dr. Rebecca Blackstock Carol Ann Blackwood John Bode Steve J. & Karla S. Boone Betty Jean Brannan Jo Ann Brannan Rick & Barbara Braught Estate of Dierk Breshears Bridges of Norman Holly Bridwell Curtis & Kathy Brown Dr. & Mrs. Robert C. Brown

Steve & Kim Bruno Cathy Buchwald Jim & Kim Burke Jerry Burkett Phil G. & Cathy C. Busey

C C3 Capital LLC Calumet School Foundation Inc. Calvert’s Plant Interiors Inc. Michael W. Canfield Revocable Trust Casady School Cavett Kids Foundation Center of Family Love Central Oklahoma Association for the Deaf & Hard of Hearing Madison & Kasey Chaney Child Care Inc. Children’s Health Foundation Children’s Lighthouse #2 Children’s Lighthouse #3 Church & Dwight Co. Inc. City Care-Whiz Kids City National Rochdale B.C. Clark Jewelers Inc. Donald & Yvonne Clark Robert H. & Sody M. Clements

See entire donor list: occf.org/donors

Ms. Mary E. Coates Judge Nancy L. Coats-Ashley Rita Ann & Samuel Combs III Community Impact Development Community National Bank Kenneth R. & Manda S. Conklin Consumer Credit Counseling Service of Central Oklahoma Janet & William R. Cook II Robert & Diane Cooke Richard E. & Tina M. Cooper Mrs. Teresa Cooper Cortado Capital LLC Cox Communications Inc. Cravin’ Flight Memorial Golf Tournament Crescent Society Inc. Lynn Cronemiller Crown Heights - Edgemere Heights Improvement Inc. Chris & Cheryl Curtis

D David Stanley Chevrolet Inc. Davis Farms Lawrence H. & Ronna C. Davis Mike & Julie Davis Richard & Joan Day

O K L A H O M A C I T Y C O M M U N I T Y F O U N D AT I O N

Karen Randlett Delaney Delaware Resource of Oklahoma LLC Gerald Edward Denson Department of Human Services for the State of Oklahoma Don Dillingham Roger & Marilyn DiSalvatore Douglass Classes of the 1950’s Tia Juana Drummond Duncan Oil Properties Inc. Mrs. Ann Dungan Deanna Duvall Trust

EARC Inc. East Capitol LLC Edmond Mobile Meals Inc. Edmond Public Schools Foundation Inc. Edmond Senior Community Foundation Michael Egar & Phyllis Hibdon Lloyd & Glenda Eisenhour El Reno Blessing Baskets El Reno Public School Foundation Emanuel Hebrew Cemetery Association Emanuel Synagogue Gerald & Signe Emmerich Eunice Khoury Insurance Agency Inc.

Blake S. & Ashley Evans Keith & Lori Evans

F&M Bank Factor 110 Events FaithWorks of the Inner City Inc. Mr. Richard L. Farris David & Kelly Feroli Dr. & Mrs. Joseph J. Ferretti Fields & Futures David & Janis Finer Trisha Finnegan & Daryn Demeritt First Bethany Bank & Trust First Serve OKC Foundation First United Bank and Trust Company Ms. Claudia L. Foster Michael Freeman Mr. Dennis R. Freie Friends of Libraries in Oklahoma Friends of Ute Pass Trails Frierson Educational Trust John W. & Marsha R. Funk

Ms. Jeanette L. Gamba Linda Gardner Ms. Mary Ann Gilmore Caffrey Girl Scouts Western Oklahoma Inc.

Mr. Charles S. Givens Global Payments Direct Inc. Rhonda & Steven W. Godwin Harvey & Bernice Goldstein Gay & Barry Golsen David W. Gorham GP Victim Impact Panel LLC Michael S. & Gail L. Grady Melvin & Bobbie L. Gragg Ben & Joanna Gray Greater Mt. Olive Baptist Church Greater OKC Alumnae Panhellenic Foundation Andrew & Judi Gregory Kathryn & John J. Griffin III Darrell & Shari Guthrie

H Tracy & T. Lynn Habluetzel HAC Inc. Galynda & Brady Hagood Ms. Kathleen S. Hahn Hale and Associates Surveying Company Halff Community Initiative Harvey Hampton Mr. David Harkness David & Penny Harper William & JoAnne Harrah Dr. & Mrs. James M. Hartsuck Janice Haunschild

We love to celebrate every gift, big or small.

Tookie & Jerry Hayes Hearts for Hearing Foundation Mr. Craig Heffington Heritage Hall Plant Fund Heritage Hall School Heritage Hall Student Activity John & Julie Higginbotham Chick & Yvonne Hilgenberg Charitable Trust Frank D. & Bette Jo Hill Candace & Britton Hobbs Hogan Taylor LLC Joe & Marcia Hogsett Hope Center of Edmond Robert A. Horn David Horton Hough Ear Institute Phyllis Howell David & Lezlie Hudiburg Leslie & Cliff Hudson David A. & Lucinda B. Huffman Lexy Huffman Blair & Maggie Humphreys

I Gene R. & Suzy Q. Imke Impact Oklahoma Inc. Integris Emergency Hospital LLC Integris-James L. Hall Center for Mind, Body and Spirit

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J Jalen Dorsey LLC John Jewell Jewish Federation of Greater Oklahoma City Johnson & Associates Charles B. & Sharon Johnson J. Blake Johnson Law PLLC Larry & Brenda Johnson Scott & Carol Johnson Jackie L. Jones & Charles Cash

K Mr. B. Dan Kamp Aaron & Gertrude Karchmer Memorial Foundation Kate Family Foundation KCSC Classical Radio Foundation Mr. Christian Keesee Ronald (Skip) & Patricia Kelly John A. & Jane F. Kenney William G. Kerr Phil C. Kidd III Kiddie Koop Day Care Center Inc. Estate of Thomas G. Kielhorn Dr. Edith G. King Kingfisher Education Foundation Kirkpatrick Family Fund Kirkpatrick Foundation Barbara Klein Mr. Jeffrey D. Knipe

Mr. Larry J. Kramer & Dr. Meggin McIntosh Edward A. & Barbara N. Krei

L Ladies Music Club Of Oklahoma City Neal & Joni Lane Langston University Foundation Mr. Richard C. Lee Mr. S. Whitfield Lee Legacy Childhood Education Centers LLC Legal Aid Services of Oklahoma Inc. Dr. Joe C. Leonard Lilyfield Inc. Ms. Cathy S. Lippard Al & Jere Litchenburg Drew & Virginia Litzenberger Mike & Jane Lodes Sharon Lookabaugh & Sandra Cleveland Estate of Thomas E. Love

M Scott E. & Robin E. Macke MAP Energy LLC Samantha Marley-Harrod & K. Cullen Harrod Herb & Marynm S. Martin William Marwil

Mr. Steve Mason Matthew 25:40 Mission Inc. Mr. Kent A. Mauk, CPA Mrs. Shelley Maxted Cheryl McAlpine John A. & Penny McCaleb Donna & Robert McCampbell Holly McCoy Estate Mr. Merlin R. McDonald McLoud School Foundation Jane McMillin Trust Janet McNutt MECU Building Better Lives Linda A. Medley Mari Cook Medley Mental Health Association Oklahoma Mercedes Restoration LLC Mrs. Mary Ellen Meredith Harry & Hedra Merson Milburn Estate Military Order of the World Wars Eleanor Ruth Miller Henderson I. & Barbara K. Miller Millwood School District Enrichment Foundation Chris & Laura L. Mitchel MLSOK Inc. Mobile Meals of El Reno Rodd & Dona Moesel

See entire donor list: occf.org/donors

Moore High School Alumni Association Inc. Michelle & Charles Mullens Jr. Kevin & Laura Murray

N National Guard Association of Oklahoma Scholarship Foundation Naylor Settlement Account c/o JND Class Action Administration Neighborhood Services Organization Inc. Never Say Never LLC NewView Oklahoma Inc. Filbert Nguyen Brian W. & Jamie L. Nievar William Noonan Mrs. Marilyn North

ODCTE Tech Cap IX and Friends OGE Co. OGE Energy Corp Foundation Inc. William & Gladys O’Hare OK Kidz Charities Inc. OK Lions Meadows of Hope OKC Northwest Lions Club Oklahoma Academy of Physician Assistants Oklahoma City Commercial Developers Association

O K L A H O M A C I T Y C O M M U N I T Y F O U N D AT I O N

Oklahoma City Fire Dept. Oklahoma City Firefighters Assoc. Oklahoma City Golf & Country Club Oklahoma City Metropolitan Association of REALTORS Oklahoma City Parks and Trails Foundation Oklahoma Energy Trails Foundation Oklahoma Family Network Oklahoma FFA Foundation Oklahoma Fire Chiefs Association Oklahoma Genealogical Society Oklahoma Historical Society Oklahoma Humanities Council Inc. Oklahoma Independent Petroleum Association Oklahoma Iris Society Oklahoma Military Hall of Fame Foundation Oklahoma Museums Association Oklahoma Project Woman Oklahoma Railway Museum Oklahoma School of Science and Mathematics Foundation Oklahoma Single Parent Scholarship Program Oklahoma Society DAR OKC Chapter

Oklahoma State Board of Architecture Oklahoma State Board of Licensure for Professional Engineers and Land Surveyors Oklahoma State Firefighters Museum Oklahoma State University Oklahomans for Special Library Services Oklahoma’s International Bluegrass Festival Inc. Willa M. & James R. Olden Jr. Olive Hill Cemetery Association Inc. One Gas Foundation Inc. Richard Opdyke John Orr

P Richard H. & Gayle Parry Dilip C. & Vibha Patel Ginger Pearson Tammy Perkins Phillips Murrah Photographic Society of America Dr. Lori Pickrell Liz Picone Pivot Inc. Loren & Julie Plotkin Pottawatomie County Historical Society

Q Quail Creek Bank

R George J. & Nancy Records Redlands Community College Foundation Inc. Lila Reed Mr. Kenneth R. Rees Ms. Virginia Reid Reliant Living Centers of Oklahoma Inc. Rental Concepts LLC dba RNR Custom Wheels & Tires Marvin & Mrs Linda C. Resnick Drake & Luellen Rice Richison Family Foundation CDR John D. & Cheryl T. Rickards Mr. Derek C. Riggs Robert & Bettina Roberts Ronald Rowley Leonard R. & Diane Rubin Dr. Grace Ruidera RunSignup

S Sager Foundation Fund Sheila & William Savage Jr. Scarlett St. Clair LLC Kim & Bill Schlittler Jerome & Stacey Schneider

Mike Schoettle Estate of Jennie Belle Scholder Patricia M. & Fred P. Schonwald Jr. Don & Barbara Sessions Ben & Shirley Shanker Shartel Boulevard Development Authority Inc. Jessica A. Sheetz-Nguyen & Kenneth M. Nguyen Gary & Joyce Sherrer Skyline Urban Ministry Smile for a Child Foundation Jana Smith Tyler & Leslie Smith Toni & Ken Snow Blake & Janie Sonobe Southwest Park and Recreation Training Institute Spanish Cove Retirement Dr. & Mrs. Nabil E. Srouji St. John Christian Heritage Academy/Waltine Lynette Jackson Fund St. Luke’s Methodist Church Stangl Farms Ms. Kathleen Starrett Joe Starwalt June Stone John & Lisa Storm Sunbeam Family Services Carolyn & Art Swanson

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Richard I. & Glenna G. Tanenbaum Mr. P.R. Tate Ms. Marilyn Taylor Texoma Tournaments The Children’s Hospital Volunteers The Learning Tree Inc. The Magnolia Charitable Foundation The National Early Childhood Program Accreditation (NECPA) The Oklahoma Caring Foundation The Professional Basketball Club LLC Adam Thomas Ronald E. & Sharon W. Thomas Roy E. & Darlene Y. Thornton TMB Partnership Larry & Mary L. Trachtenberg Trinity Legal Clinic of Oklahoma Tony J. & Shelley D. Tyler

Ventris Charitable Remainder Trust Mrs. Donna K. Vogel

U United National Indian Tribal Youth Inc. (UNITY) United Petroleum Transports USTA Missouri Valley

W John N. & Marsha Waldo Russell J. & Katherine Walker Brian Wall Ron & Cindy Ward Tom L. Ward Family Foundation Warriors for Freedom Foundation Mr. Ronald E. Wasson Waste Connections Inc. Water4 Dr. Maril Weber Loreta & Billy West Westminster School Larry & Leah Westmoreland Westview Boys’ Home Ms. Jane F. Wheeler Pete S. & Lynne White Joe & Melinda Wilhite Joe Williams Cassandra L. Wilson Wings Special Needs Community Women of AT&T Inc., Oklahoma City Chapter Betty L. Wooldridge Paul S. & Conna D. Woolsey World Neighbors

Allen & Jacque Wright Sabrina Wyatt & Rod Edwards

Y Mr. John M. Yoeckel Ann Boulton & Joseph H. Young Youth and Family Services Inc., El Reno

Z Don T. & Carolyn T. Zachritz Paul P. Zanowiak Charitable Fund Joe Zarella & Mary Blaess Arthur Zwemke

In Memoriam This year, we lost a number of people who cared and invested in our communities. We are honored to have known them and carry on their commitment to bettering our community.

See our entire donor list and In Memoriam: occf.org/donors

O K L A H O M A C I T Y C O M M U N I T Y F O U N D AT I O N

Financials & Our People FY23

July 1, 2022 – June 30, 2023*

hand-holding-dollar

79M

Total Grants Awarded

money-check-dollar-pen

51M

Total Gifts Received

* The numbers listed above are a snapshot of OCCF’s unaudited financials as reported to the Board of Trustees on Aug. 17, 2023. Our annual independent audit report and the related audited consolidated financial statements with footnotes is available on our website, occf.org.

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Oklahoma City Community Foundation Staff angle-up

Total

Since Inception

chart-mixed-up-circle-dollar

743M

Cumulative Grants

3,000+ $1.55B

Total Funds

Total Assets

O K L A H O M A C I T Y C O M M U N I T Y F O U N D AT I O N

Investment Performance Pooled Investments as of June 30, 2023. Amounts are gross of fees.

» indicates Benchmarks Fiscal Yr 07/22–06/23

Calendar YTD 01/23–06/23

3 Years (Fiscal)

5 Years (Fiscal)

10 Years (Fiscal)

Oklahoma City Community Foundation

17.42%

14.05%

12.48%

10.04%

11.00%

» MSCI ACWI GD

17.13%

14.26%

11.51%

8.64%

9.31%

Oklahoma City Community Foundation

0.28%

2.21%

-2.83%

1.26%

1.38%

» Bloomberg Barclays U.S. Aggregate

-0.94%

2.09%

-3.96%

0.77%

1.52%

12.18%

6.56%

16.55%

4.83%

Oklahoma City Community Foundation

10.94%

9.33%

7.55%

6.61%

7.15%

» 50% Russell 3000/ 15% ACWI Ex US/35% Bloomberg Barclays Capital G/C Int*

11.03%

10.14%

6.64%

6.78%

7.58%

Equities

Fixed income

Alternatives Oklahoma City Community Foundation

Total Return

Our Investment Performance History * Equity performance is compared to the Russell 3000 stock index and the MSCI ACWI exUS International equity index; fixed income performance is compared to the Barclays Capital Government/Credit Intermediate bond index (Barclays Capital G/C Int) and total return is compared to a composite of these three indices.

20% 10% 0

FY23

FY21

10%

FY20

circle OCCF FY22

FY19

FY18

FY17

circle Benchmark

FY16

FY15

FY14

circle OCCF 10-Year Cumulative

For more information on our investment policies, visit occf.org/investment.

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Volunteer Committees: FY23 Thank you to the following individuals for volunteering their time and expertise on our committees between July 1, 2022, and June 30, 2023.

Executive

Provides administrative and management oversight. All committee members served as Trustees during FY23. David J. Feroli, Chair Shelley Maxted

Dr. Steven C. Agee T. Scott Spradling

Mike Collison

Steven C. Davis

Edward A. Krei

David J. Feroli

Susan Hillis

Rick Johnson

Mike Collison Christian Keesee, ex officio

Steven C. Davis Paul Dudman, ex officio

Oscar Jackson Anita May

Patricia Kelly Diane Ming

Audit

Provides oversight on our annual audit process. Edward A. Krei, Chair Joy Labar

Eddie Ditzler Suye Wang

Investment

Oversees investment management and selects investment managers. Shelley Maxted, Chair James Ma Mark W. Funke, ex officio

Dr. Steven C. Agee Dr. Ken Miller Kirkland Hall, ex officio

Martha Burger Charles Wiggin

Scholarship

Provides oversight for scholarships and support for higher education. C. Michael Carolina, Chair Edward A. Krei DJ Morgan

Nolan Coyle Jean Lehr Christin Mugg

Alana House Jessica Martinez-Brooks Ashley Stevenson

O K L A H O M A C I T Y C O M M U N I T Y F O U N D AT I O N

Our Trustees Nominated for three-year terms, a Trustee can serve up to nine consecutive years.

David J. Feroli

Dr. Steven C. Agee

Partner (retired), KPMG, LLP

Dean Emeritus & Professor of Economics, Oklahoma City University

Leigh Ann Albers

C. Michael Carolina

Community Volunteer

Executive Partner, Magellan Executive Partners

Mike Collison

Talita DeNegri

Chair

Chair-Elect

Chief Investment Officer, Hamm Capital, LLC

Vicki Howard

Term ended June 30, 2023

Executive Assistant to the President, Oklahoma School of Science and Mathematics

Rick Johnson

Community Volunteer

Trustee/Manager of Malzahn Family Limited Partnership

Edward A. Krei

Shelley Maxted

Bank Consultant, FBBS

Managing Director, Auric Road Wealth Management

Treasurer

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Christin V. Mugg

Dr. Robert Salinas

Professor of Law, Oklahoma City University School of Law

Director of Community Medicine, OU College of Medicine

T. Scott Spradling

Pete White

Attorney, Hartzog Conger Cason

Councilor (Retired), City of Oklahoma City

Charles Wiggin

Steven C. Davis

Founder/President and CEO of Wiggin Properties

Attorney, Hartzog Conger Cason

Past Chairman

General Counsel & Secretary, Ex Officio

Christian Keesee Ex Officio

Chairman, Kirkpatrick Bank Officers

Trisha Finnegan

Joe Carter

Cathy Lippard

Helen Stone

President & CEO

Vice President of Development

Assistant Treasurer

Assistant Secretary

Vice President of Fund Management

Vice President of Administration

Kelley Barnes

Rhonda Godwin

Dan Martel

Vice President of Community Engagement

Chief Operating Officer

Vice President of Communications

O K L A H O M A C I T Y C O M M U N I T Y F O U N D AT I O N

Our Team The Community Foundation’s professional staff specializes in the areas of donor services, financial management and accounting, development, communications, scholarship administration and program services.

Trisha Finnegan

Kelley Barnes

President & CEO 405.606.2904 | t.finnegan@occf.org

Vice President of Community Engagement 405.606.2942 | k.barnes@occf.org

Lauren Barnes

Andrea Barry CPA

Senior Communications Associate 405.606.2932 | l.barnes@occf.org

Accountant 405.606.2969 | a.barry@occf.org

Madeline Bennett

Kaleb Brown

Development Associate 405.606.2963 | madelinebennett@occf.org

Communications Specialist 405.606.2952 | k.brown@occf.org

Joe Carter CAP®

Kayla Cervi

Vice President of Development 405.606.2914 | j.carter@occf.org

Donor Services Associate 405.606.2903 | k.cervi@occf.org

Julie Dais CAP®

John Derby

Director of Advisor Partnerships 405.606.2902 | j.dais@occf.org

IT Helpdesk Technician 405.606.2973 | j.derby@occf.org

Rick Fernandez

Emily Fields

Counselor & Development Outreach Coordinator 405.606.2919 | r.fernandez@occf.org

Archivist 405.606.2913 | e.fields@occf.org

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Rhonda Godwin CTFA

Lanc Gross

Chief Operating Officer 405.606.2916 | r.godwin@occf.org

Parks & Wellness Programs Manager 405.606.2957 | l.gross@occf.org

Gregg Koehn CPA

Shree Ledford

Controller 405.606.2954 | g.koehn@occf.org

Gifts & Programs Activity Manager 405.606.2950 | s.ledford@occf.org

Cathy Lippard CPA

Jared Mabrey

Vice President of Fund Management 405.606.2915 | c.lippard@occf.org

Graphic Designer 405.606.2923 | j.mabrey@occf.org

Dan Martel

Sherri Maxwell

Vice President of Communications 405.606.2941 | d.martel@occf.org

Office Manager 405.606.2927 | s.maxwell@occf.org

Jennifer Meckling CFRM

Wanda Minter

Director of Programs 405.606.2951 | j.meckling@occf.org

Scholarship Programs Manager 405.606.2907 | w.minter@occf.org

Laura Moon CAP®

Kira Moses

Director of Donor Grants Management 405.606.2929 | l.moon@occf.org

Database and Gifts Coordinator 405.606.2910 | k.moses@occf.org

Kimberly Moyer

June Owens CPA

Communications Manager 405.606.2922 | k.moyer@occf.org

Director of Finance 405.606.2937 | j.owens@occf.org

O K L A H O M A C I T Y C O M M U N I T Y F O U N D AT I O N

Tiffany Peterson

Sandy Powell

Financial Analyst 405.606.2906 | t.peterson@occf.org

Director of Human Resources 405.606.2964 | s.powell@occf.org

Karen Rains

Bill Schmid

Accountant 405.606.2930 | k.rains@occf.org

Building Maintenance Manager 405.606.2931 | b.schmid@occf.org

Jess Schwager

Joel Schwartz

Director of Scholarship Programs 405.606.2917 | j.schwager@occf.org

Director of Information Technology 405.606.2901 | j.schwartz@occf.org

Jennifer Stewart CAP®

Helen Stone CPA

Director of Donor Services 405.606.2912 | j.stewart@occf.org

Vice President of Administration 405.606.2921 | h.stone@occf.org

Tracey Strader

Sereida Thompson

Community Programs Manager 405.606.2936 | t.strader@occf.org

Senior Human Resources Specialist 405.606.2983 | s.thompson@occf.org

Keaton Van Sickle

Brynn Walker

Programs Associate 405.606.2920 | k.vansickle@occf.org

Accounting Associate 405.606.2925 | b.walker@occf.org

Michelle Wallace

Leslie Woodward

Scholarship Programs Specialist 405.606.2918 | m.wallace@occf.org

Community Programs Manager 405.606.2911 | l.woodward@occf.org

2 0 2 3 I M PA C T R E P O R T

Joni Younts Receptionist 405.606.2947 | j.younts@occf.org

Patricia Zeiler CPA, Certified Internal Auditor Senior Accountant 405.606.2924 | p.zeiler@occf.org

Liz Eickman

Emma Newberry-Davis

Director, Kirkpatrick Family Fund 405.767.3702 | l.eickman@occf.org

Programs Manager, Kirkpatrick Family Fund 405.767.3702 | e.newberry-davis@occf.org

Lauren Schlepp

Nancy Stearns

Archivist, Kirkpatrick Family Fund 405.767.3702 | l.schlepp@occf.org

Office Manager, Kirkpatrick Family Fund 405.767.3702 | n.stearns@occf.org

Jennifer Thurman

Julia Witcher

Senior Programs Officer, Kirkpatrick Family Fund 405.767.3702 | j.thurman@occf.org

Grants & Information Specialist, Kirkpatrick Family Fund 405.767.3702 | j.witcher@occf.org

Location & Mailing Address

Phone & Email

Website & Social

Oklahoma City Community Foundation 1000 N. Broadway Ave. Oklahoma City, OK 73102

405.235.5603

occf.org

info@occf.org

@occforg facebook-square instagram youtube-square

Office hours are: 8:30 a.m. – 5 p.m., Monday – Friday

NEW MAILING ADDRESS

As of January 1, 2024, we will no longer use the PO Box. All mail should now be sent to our office at:

Oklahoma City Community Foundation 1000 N. Broadway Ave. Oklahoma City, OK 73102

1000 N. Broadway Ave. Oklahoma City, OK 73102

See even more online! View videos, interactive maps, graphs and more.

NON-PROFIT ORG. U.S. POSTAGE PAID OKLAHOMA CITY, OK PERMIT NO. 255