2024 Impact Report

20 24

Impact

Action

AC T I ON

We love being part of this growing community.

With public and private partners working together at every turn, we will continue moving forward.

OCCF is proud to be a place where people—donors and organizations—come together to improve the quality of life for our community. And, we are here for the long-term. While strong investment years allow us to do more, we are also increasing our sustainability to ensure our partners can continue to support our community in years when performance isn’t as strong. Here’s to the good we create together.” square

Trisha Finnegan

OCCF PRESI D ENT & CEO

Impact A

Action

hand-holding-dollar

88m

$ B

Total Grants Awarded

money-check-dollar-pen

38m

$

Total Gifts Received

C

D

A & C) Neighborhood Services Organization · B) B.C. Clark Family · D) Scholarship Recipient

· OKLAHOMA CITY COMMUNITY FOUNDATION

Community Roots Run Deep:

2

A Family’s Commitment to Giving Back M

ore than 130 years ago, Benton Clyde Clark Sr., deboarded the train in Purcell, Indian Territory, without a penny to his name. From the corner of a “five and dime store,” B.C. began fixing watches, and as his reputation grew, so did his business.

In 1929, B.C. Clark Jewelers moved their store north and opened what would become their flagship store in downtown Oklahoma City. Today, the third, fourth and fifth generations

of the Clark family operate three locations throughout the metro.

As a local business, the family is deeply invested in supporting the community that has supported them for more than a century.

In 1992, to celebrate the company’s 100 anniversary, the Clark family established an endowment fund at the Oklahoma City Community Foundation.

We sat down with Jim Clark to discuss the importance of giving back, their

Sometimes, we find that our smallest contribution may mean the most to a particular charity. It doesn’t always relate to how much you give, it’s how it fits in in relation to their needs.” square

J I M CL ARK , DO N O R

From Left to Right: Mitchell Clark, Coleman Clark, Betty Langston Wooldridge, and Jim Clark at their flagship B.C. Clark Jewelers store.

· OKLAHOMA CITY COMMUNITY FOUNDATION

partnership with OCCF and how engaging younger generations plays a prominent role within the Clark family.

4

Q: We’ve seen so many companies start right here in Oklahoma only to be sold. How has B.C. Clark Jewelers remained a successful family business?

A: The word family is what it’s all about. If you have committed family, it has a far greater chance of surviving.

We’ve been fortunate that our family has always been close, and we’ve always had two or three members to keep B.C. Clark Jewelers going in the right direction. It’s those next generations that make the difference.

Q: The Clark family established a permanent endowment fund at OCCF in 1992. Why did you choose OCCF? A: For a number of reasons. When we first started seriously thinking about doing something in that regard, we were getting ready to celebrate our 100 Anniversary. My dad and I had discussed at great length something significant we could do to celebrate that.

We came up with the idea to start a fund at the Oklahoma City Community Foundation and thought it was the appropriate thing to do. The great thing about the Community Foundation is that they’re professionals at what they do. They can grow the funds for you, and they assist you when it’s time to disburse some funds to charities during the year.

Q: What are some of the advantages you found working with the team at the Community Foundation?

2024 IMPACT REPORT ·

Jim Clark assisting a customer in their Downtown store location.

A: Jennifer Stewart has been handling our account for a long, long time, almost 22 years, so we love that. We love longevity, and they’re just so easy to work with.

They take direction from us, and they give us direction. They’re the professionals. They know what they are doing and help grow our funds. They just do so much of the work for us, and it’s wonderful the way the Community Foundation handles it.

5

THE CLARK FAMILY:

· OKLAHOMA CITY COMMUNITY FOUNDATION

Creating Impact Through OCCF

6

• CPR kits for area high schools through the American Heart Association • A new fork lift for BritVil Community Food Pantry • Disaster relief efforts

Q: What are some of the causes the Clark family is passionate about supporting throughout the metro?

A: I wouldn’t say it’s shifted a whole lot, but we do try to keep finding new ways to contribute.

We have a committee that’s comprised of my two sons, myself and my cousin, Betty Wooldridge.

She is very tuned into the charitable community, and she comes up with several great ideas.

And, as the fifth generation gets older, we’ll work them into those decisions as well.

Q: Supporting the community seems to play an important role in the Clark family. How have you instilled the idea of giving back from one generation to the next?

A: We do it by example more than anything. Our families are pretty close, and so we do a lot of things together. We talk about things that we think are important in life. One of our aims is to make sure that we instill that notion of respect and dependability, and we are conscientious of the needs in the community.

We’ve gotten so much from the community ourselves, and we feel we really owe it a lot, so we make sure our family knows how important it is to give back.

We pass it on from father to daughter, from mother to son.

2024 IMPACT REPORT ·

A: Well, there is a long list and that’s one of the nice things about OCCF. Every year we have maybe a couple that we give to consistently, but we try to find new nonprofits to support and good causes to contribute to.

Sometimes, we find that our smallest contribution may mean the most to a particular charity.

It doesn’t always relate to how much you give, it’s how it fits in in relation to their needs.

Q: How do you involve different family members with your family’s philanthropy, and how have things shifted with how you advise the fund since it was established?

7

Investing in Our Community Community Grants We make the biggest impact when we join together to address important issues. Our community grant programs make it simple for any individual, family or organization to support dozens of local nonprofits that are meeting needs and elevating our community. In FY24, OCCF and our donors provided funding for: • Children

• Health Care

• Culture & Community

• Older Adults

• Parks & Public Spaces

Learn more about each grant at: occf.org/grants.

circle-dollar-to-slot



2024 IMPACT

285

Community Grants Awarded

Impact numbers reflect outcomes from competitive grant programs administered by OCCF to nonprofits directly supporting individuals.

FY24 FY22 FY20

$

$

1.3m

6.1m

69 seal 25.1m

$

Community Grants Awarded

!

NEW

First-Time Recipients

Out of 77 Oklahoma Counties:

1K+ Scholarship Awards

1.9 Adult Learner square 0.3 CareerTech Student square 52 High School Student square 44 College Undergrad square 1.8 Advanced Degree square %

%

Received Grants

seal 10 !

NEW

Received Scholarships

New Scholarship Endowment Funds

Ainsworth Family Scholarship Fund Holly Glover Life Well-Lived Scholarship Fund

Terry Simmons Memorial Scholarship Fund Victor V. Hakala Scholarship Fund

%

Norman and Frances Boone Memorial Scholarship Fund

Cleo and Lucille Craig Scholarship Fund CYA Franklin Scholarship Fund

%

Prague Agricultural Scholarship Fund

%

Steven C. Agee Community Foundation Scholarship Fund

Lawton Kiwanis Foundation Scholarship Fund

4.5m

$

Scholarships Awarded

FY24 $

4.1m $

FY23

3.4m $

FY22

2.7m $

FY21

2.5m

FY20

Scholarships

Regional Impact

Our generous donors have made us the state’s largest independent scholarship provider, awarding more than $4.5 million each year to support:

OCCF and our donors partner in innovative and impactful ways to expand our reach and create lasting, transformative change in the following areas:

• Graduating Seniors and College Students

• Foster Care & Criminal/Juvenile Justice

• First-Generation Students

• Rural Classrooms & Communities

• Career and Technical Students

• Jewish Education, Culture & Heritage

• Adult Learners

• Individuals with Development Disabilities

• Workforce Development

• Hospice & Palliative Care

· OKLAHOMA CITY COMMUNITY FOUNDATION 12

Transforming Lives: It’s Why We’re Here

H

ope, kindness and community. It’s palpable when you set foot inside Neighborhood Service Organization’s Carolyn Williams Center.

For young men 18-23 who have been unhoused or living in foster care and may not have always felt that support, it’s a massive step toward the future they so eagerly seek.

Four months ago, when Zach Morley moved into this safe space, he wasn’t entirely sure what to expect. An anonymous donor had recently stepped up and pledged $1.7 million over three years to update the dorm-like community and expand capacity, so it was amid renovations that he entered and found a home among the chaos.

“The people here are so kind. I love hanging

Zach Morley visits with NSO’s Cassandra Pittman in his dorm at NSO’s Carolyn Williams Center. around the office and learning from them,” Zach said. “They’re easy to talk to and have helped me learn things like how to do laundry and my finances–

I’m not great at that yet. They’re helping me with basics right now so I can find stability, that way I can be successful in the long run.”

The dorm-like setting provides a safe, stable environment for up to two years for young men like Zach between the ages of 18 and 23 who have aged out of foster care or were previously unhoused. Working closely alongside these young men, the staff helps them set goals, learn life skills, apply for jobs and prepare for the future.

Zach trains regularly with Robert Lopez, NSO’s Carolyn Williams Center case worker.

“Zach is a phenomenal client,” said Robert Lopez, Carolyn William Center’s case worker. “He brings such a sense of community to the group. He invites the other guys to join and encourages them to get a job and go to work. The advice he gives to the other guys is really good, and he’s so humble about it all.

I’m just so proud of him and what he’s doing.”

Inspired by the wholistic approach of the center and the impact it has on the lives of young men like Zach, OCCF donor Paul Milburn took a keen interest

Zach is a phenomenal client.

He invites the other guys to join and get a job and go to work. I’m just so proud of him and what he’s doing.” square

RO B ERT LO PEZ CASE WO RKE R

· OKLAHOMA CITY COMMUNITY FOUNDATION

their work. Though he died in 2016, the Paul Milburn Gift Fund at OCCF has provided continued support,

14

One of the dental students here helped me figure out exactly what I needed, and I couldn’t be happier with the results. I tell everyone about NSO.” AN NA ASB E LL NSO D E NTAL CLI E NT square

investing in a job readiness center, renovating the offices and updating the teaching kitchen.

“Mr. Milburn and OCCF have been steadfast partners for us,” said Stacey Ninness, NSO’s President & CEO. “Mr. Milburn helped us develop the gift acceptance

policy we use today, and grants from OCCF have really catapulted our impact and relationships with donors to a new level.”

In 1982, NSO established a nonprofit endowment fund at OCCF. For more than 40 years, they have strategically partnered with OCCF and its donors to cultivate and grow that fund through outright and matching grants, which have enabled them to provide vital services such as dental care, prenatal assistance and nutrition, and housing programs.

These initiatives have had a significant impact on the lives of young men, mothers with children, and adults with mental illnesses, providing them with a helping hand and a chance to rebuild their lives.

2024 IMPACT REPORT ·

Anna Asbell receives services from NSO’s low-cost, full-service dental clinic. Also pictured: Stacey Ninness, NSO’s President & CEO and NSO dentist Dr. Ha Nguyen.

Last year, two of OCCF’s community grant programs awarded NSO a total of $65,000, which joined with donations from numerous OCCF donors to support their low-cost dental clinic, a cornerstone of their programming. NSO’s dental clinic began as a single chair tucked in the corner of a gymnasium 54 years ago and quickly grew. In 2023, their full-service clinic performed more than 11,700 procedures for

15

· OKLAHOMA CITY COMMUNITY FOUNDATION

1,600 patients and extended their hours to five days a week to accommodate more patients.

16

Two and a half years ago, Anna Asbell became one of those patients. Growing up in a small town in Missouri, dental care was not a priority. The town had one dentist who was so busy that when a problem arose, it was often easier to pull the tooth than treat it. For more than 30 years, Anna lived with teeth just at the front of her mouth, until one day a client of hers told her about NSO. “NSO changed my life,” Anna said. “I used to have to pick and choose what to eat because I didn’t have the teeth to chew. One of the dental students here helped me figure out exactly what I needed, and I couldn’t be happier with the results. I tell everyone about NSO.” “Being able to help people like Anna and Zach and make such a significant impact on their lives is why we’re here,” Stacey said. “It’s a collective effort. It takes all of us ­— from the smallest gifts

to the largest — to make that impact, and it’s why sustainable funding like our endowment fund at OCCF is so important.”

Mr. Milburn and OCCF have been steadfast partners and grants from OCCF have really catapulted our impact and relationships with donors to a new level.”

STACEY NI N N ESS NSO PRESI D ENT & CEO square

Stacey Ninness, NSO President & CEO

2024 IMPACT REPORT · 17

Nonprofit Endowments Sustainable, Reliable Support For more than 50 years, OCCF’s Nonprofit Endowment Program has partnered with individuals, families and businesses to provide sustainable funds so our nonprofit partners can focus on the mission at hand.

• Learn about our endowed nonprofit partners, support their endowments and explore more at nonprofits.occf.org.

• Make your gift go further with matching grants matches.occf.org.

• Special thanks to the Kirkpatrick Family Fund for inspiring nearly $3M in gifts by offering matches.

• Nonprofit partners, we can help you accept all kinds of gifts from real estate and securities to retirement plan assets, life insurance and even cryptocurrency.

ENDOWMENT PROGRAM STATS

13.4m F Y24

$

12.3m F Y23

$

10.8m F Y22

$

F Y24 Breakdown

46.7% Education 19.8% Arts & Culture 10.7% Social Services

8.3% 5.8% 3.3%

Health-Related Youth-Serving Environmental & Animal

1.1m 10 seal

$

Matching Dollars Awarded in FY24

!

NEW

New Endowment Funds

3.1% 2.3%

Community Development Religious

18 seal !

NEW

New Designated Endowment Funds

New Nonprofit Endowment Funds in FY24 • indicates a designated fund established under an existing nonprofit endowment

· OKLAHOMA CITY COMMUNITY FOUNDATION

5207 Western Foundation Endowment

20

Bethany Public School Foundation Endowment Capitol Hill High School Alumni Hall of Fame Association Endowment Children’s Medical Research Inc. • Barbara Bonner PhD - Child Abuse and Neglect Endowed Fund • Blake Shelton Endowed Research - Pediatric Oncology Fund • Brandon Weeden Endowed Chair - Pediatric Cardiac Surgery Fund • Disordered Eating Endowed Fund • Marilyn Escobedo MD Research Program - Lecture Neonatology Fund

• Paul and Ann Milburn Endowed Lecture - Disordered Eating Fund • Shaaf Family Endowed Research Program - Genetic Counseling Fund

Sisu Youth Services

Edmond Public Schools Foundation

Fight for the Forgotten Endowment

• Leadership Excellence Award Fund

Friends of the Oklahoma Arts Council Endowment

• Teacher of the Year Fund

Endowment for Sisu Youth Services

Keystone Adventure School and Farm Endowment

Oklahoma City University Law School 2024 IMPACT REPORT · 21

· OKLAHOMA CITY COMMUNITY FOUNDATION

Scissortail Park Foundation

22

McLoud School Foundation

Norman High Band Association Endowment

• Janice Stotts Memorial Scholarship Fund

Oklahoma Contemporary Arts Center

Moore High School Alumni Association • Mari Cook Medley Scholarship Fund

• First Encounters Endowment

Westview Boys Home

Oklahoma Philharmonic Society Affiliated • Steven C. Agee Discovery Series Endowment

Oklahoma State University • Daybreak Fund

Overholser Mansion • Bill Gumerson Fund

Rookie League Foundation Scissortail Park Foundation • Mitchell’s Shade Endowment Fund

Oklahoma City University Law School • Ashley L. Altshuler Memorial Criminal Justice Scholarship Fund

Oklahoma Energy Football Club Endowment

• Ralph Pickle Endowment Fund

2024 IMPACT REPORT ·

Westview Boys Home

23

· OKLAHOMA CITY COMMUNITY FOUNDATION 24

Student Leads the Way, Creating Opportunities T

here’s something idyllic about small town life – escaping the hustle and bustle of the city for a tight-knit community where everyone knows their neighors and bands together for the betterment of all. It’s why so many television shows find root in the world of small towns. The colors may be brighter

and characters bigger on TV, but there’s a certain element of truth behind it all.

Perry, Oklahoma, and its small-town charm is a prime example, and Aubrey McVicker-Adkins could easily play the lead with her eager spirit and youthful ambition. Growing up, she threw herself into

Left: Perry water tower camera Credit: CityofPerry.com Downtown Perry camera Credit: @KoolKatsPhotography angle-right

Right: Aubrey McVicker-Adkins at Perry High School.

2024 IMPACT REPORT ·

angle-left

25

· OKLAHOMA CITY COMMUNITY FOUNDATION

community events, sports and school activities, embracing all that Perry had to offer. But living in a small town has its drawbacks – ones Aubrey faced head-on.

26

that doesn’t stop with the normal day. It goes deep into education,” Aubrey said. “I wanted to make sure everyone in Perry had the opportunity to take the classes that could prepare them to take the next steps and weren’t hindered by the cost.”

I wanted to make sure everyone in Perry had the opportunity to take the classes that could prepare them to take the next steps and weren’t hindered by the cost.”

AU B REY M CVI CKE R-AD KI NS 2 02 4 PERRY HI G H SCH OO L G R AD UATE square

As Aubrey was preparing for her senior year, she wanted more college preparatory courses. As a small school, advanced placement classes were limited to junior year. Beyond that, students must take concurrent enrollment courses at Northern Oklahoma College for a hefty fee.

“I’ve always believed equality is important, and

Fortunately for Aubrey, there was a likeminded Perry resident who came generations before her.

Ditch Witch founder, Ed Malzahn, and his wife, Mary, established the Malzahn Family Fund at OCCF more than 30 years ago with one goal in mind – helping Perry thrive. Today, under OCCF’s management, the fund is funneling millions of

dollars into the Perry community each year to improve its schools, support community organizations and provide scholarships.

Aubrey featured on Perry High School website in May 2024, honoring the 2024 Valedictorians. camera Credit: perry.k12.ok.us

Having seen the effect the Malzahn family has had on the community, Aubrey set to work seeking an opportunity for equal education for herself and her fellow students. With the support of her school counselor and principal, Aubrey put together a grant application to cover the enrollment fee for all Perry students for the 2023-24 academic year – a total of $63,396.

During her senior year, Aubrey applied for OCCF scholarships. Aubrey’s

2024 IMPACT REPORT ·

As the school year began in August, Aubrey received the exciting news that her grant had been approved, covering all fees for each one of the 45 juniors and seniors enrolled in concurrent classes and launching her into a banner senior year. She threw herself into all things high school from cheerleading to student council and more, topping it off with being named class valedictorian.

27

· OKLAHOMA CITY COMMUNITY FOUNDATION

community leadership shone through on her application, and she became one of 10 students honored with the $5,000 Malzahn Family Scholarship through OCCF.

28

“It was actually one of our volunteer scholarship reviewers who first noticed Aubrey’s application,” said Jess Schwager, OCCF’s Director of Scholarship Programs. “Her passion for her hometown and aspirations for higher education were apparent on her scholarship application.

She’s exactly the type of student the Malzahns were hoping to provide opportunities for when they established their scholarship. She’s bright, ambitious and excited to see what the world has to offer.”

Aubrey studies at Perry High School.

This fall, as Aubrey steps foot on the University of Oklahoma’s campus to begin her freshman year, a whole new world lies ahead of her. A world filled with learning about herself, her new community and the world outside of small towns.

2024 IMPACT REPORT ·

“Working with OCCF and my school on this grant has really given me perspective on what it takes to make a change,” Aubrey said. “I’m excited to be a Malzahn Scholarship recipient and represent what that means as I start school in Norman. I want to get involved and be in a community where I can continue to make a difference.”

29

Our Donors Impact

Local & Effective

OCCF brings people together who want to invest in our community and the people who live here. You make everything we do possible. Together, we strive to have the greatest impact on our community in areas such as:

We are locally based and care deeply about our community. Our staff’s in-depth knowledge of our community as well as the many ways to give make it easy for you to invest in the community.

• Nonprofit Sustainability

Personalized Service

• Educational Opportunities for Students • Pressing Community Needs

We provide high quality service and customized resources at an excellent value so you can focus on your charitable goals.

Make a Difference Nearly any asset can be converted into a charitable gift. Our expert team can help you support the causes you care about and maximize your tax-saving benefits.

circle-heart

Start making your impact today.

405-235-5603 | donate.occf.org

· OKLAHOMA CITY COMMUNITY FOUNDATION

Mari Cook Medley

32

Cynda & Larry Ottoway

Donna Nigh

Donors Donors who gave $1,000 or more from July 1, 2023 – June 30, 2024.

A

Troy & Diane M. Baker Bank of Oklahoma John H. Barghols Ed Barth Richard & Leah Beale Philip Beard William M. Beard & Lu Beard 1988 Charitable Trust Dr. David Behm Tom D. Berry Bethany Public Schools Foundation Tommy Biggers Deanne & Bill Bishop Jr. Scott & Dyana Bishop Blake & Chelsea Bixler Dr. Rebecca Blackstock

Tom Blanton Jeff & Lori Blumenthal John Bode John Boone Steve J. & Karla S. Boone Betty Jean Brannan Jo Ann Brannan Estate of Dierk Breshears Bridges of Norman Steve & Kim Bruno Cathy Buchwald Melanie & John Burns

C

C3 Capital LLC Arlene Cain Mary Ann Gilmore Caffrey Mike Cantrell

2024 IMPACT REPORT ·

45th Infantry Division Museum Acorn Growth Companies LLC Action Fire Protection LLC Advanced Body Imaging LLC Dr. Steven C. Agee David & Tamara Ainsworth Leigh Ann & Paul W. Albers Allied Arts of Oklahoma Inc. Jerriann Altshuler American Diabetes Association Harold Anderson Nancy & Bob Anthony Tyler Armstrong Arnall Family Foundation Arvest Foundation Association of Fundraising Professionals (AFP)

B

33

· OKLAHOMA CITY COMMUNITY FOUNDATION 34

Daniel Cappello Carmichael Foundation Joe & Lori Carter Casady School Catalyst Behavioral Services Catholic Charities of the Archdiocese of Oklahoma City CC Environmental LLC Center of Family Love Central Oklahoma Association for the Deaf & Hard of Hearing Child Care Inc. Children’s Health Foundation Choctaw Parks Foundation Inc. Christian Heritage Academy Church & Dwight Co. Inc. B.C. Clark Jewelers Inc. Mel & Karen Clark Robert H. & Sody M. Clements

Judge Nancy Coats-Ashley Ross & Martha Coe Sam & Rita Combs Community Health Centers Inc. Community Impact Development Kenneth R. & Manda S. Conklin Consumer Credit Counseling Service of Central Oklahoma Teresa Cooper Cox Communications Inc. John S. Crain Cravin’ Flight Memorial Golf Tournament John Cresap William Cress Cristo Rey Oklahoma City Catholic High School Criswell Funeral Home Inc. Michael & Sara Crooks

Sherry & Joe Crosthwait Jr. Chris & Cheryl Curtis

D

Dale K. Graham Veterans Foundation David Stanley Chevrolet Inc. Jered Davidson Davis Farms Lawrence & Ronna Davis Rita & Al Dearmon Debbie J. Morgan Memorial Scholarship Fund Deer Creek Schools Foundation Karen Randlett Delaney Rowland Denman Denny Price Family YMCA of Enid, Oklahoma Inc. James S. Denton

We celebrate every gift, big and small.

Department of Human Services for the State of Oklahoma Devon Energy Corporation John Paul Dick & Alison H. Naifeh Dick Hung & Ly Do Down Syndrome Association of Central Oklahoma Jennifer Dugan Duncan Oil Properties Inc. Martha Dyer

E

F

Factor 110 Events Fairlawn Cemetery Association Oscar & Cara Falcon James Farley Roger Farrell & Trish Horn

Mr. Richard L. Farris Ken & Mary Ann Fergeson David & Kelly Feroli Martha Ferretti Fight for the Forgotten David Finer Trisha Finnegan & Daryn Demeritt First Serve OKC Foundation Flogistix LP Michael Freeman Mr. Dennis R. Freie Friends of Libraries in Oklahoma Friends of the Mustang Public Library Friends of the Norman Public Library Fred & Ann R. Fulmer John W. & Marsha R. Funk

See entire donor list: occf.org/donors

2024 IMPACT REPORT ·

EARC Inc. Edmond Public Schools Foundation Inc. Cynthia M. Edwards Michael Egar & Phyllis Hibdon Lloyd & Glenda Eisenhour

El Reno Blessing Baskets El Reno Public School Foundation Jeanette & Rand Elliott Emanuel Hebrew Cemetery Association Emanuel Synagogue Gerald Emmerich Evangelistic Baptist Church of Christ Blake S. & Ashley Evans Keith Evans

35

· OKLAHOMA CITY COMMUNITY FOUNDATION

G

36

Jeanette L. Gamba Jack P. & Kristi L. Gilchrist Rhonda & Steven Godwin Victor Goetz Brian & Christy Gordon Chris & Dana Gordon David W. Gorham GP Victim Impact Panel LLC Michael S. & Gail L. Grady Kelly & Amy Gray Andrew & Judi Gregory Kathryn & John J. Griffin III Barb Grimes

H

Tim & Mickey Haddican Estate of Victor Hakala

Harvey Hampton Brent Hart Harvey Sales James W. & Elyse Hatcher Janice Haunschild LeeAnn McNaughton Hayes HC Construction Holding/Home Creations Inc. Hearts for Hearing Craig Heffington Arno & Lisa Heise Randy & Shelly Hellbusch Molly & Geoff Helm Hemphill Family Durward V. & Caroline Hendee Heritage Hall School Heritage Hall Student Activity John & Julie Higginbotham

Your Community Foundation.

Chick & Yvonne Hilgenberg Charitable Trust Mark & Linda Hill Candace & Britton Hobbs Joe & Marcia Hogsett HomeTown Bank c/o Elsie Worthen Hope Center of Edmond David Horton Vicki & Bob Howard Phyllis Howell Rose Hoyt-Steele Karen & John Hudgens David & Lezlie Hudiburg Leslie & Cliff Hudson David & Lucinda Huffman Lexy Huffman Kelley Hughes Kelly

I

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

J

K

Onur & Sezin Kadioglu B. Dan Kamp Kate Family Foundation KCSC Classical Radio Foundation Christian Keesee Chris Kennedy Sallie Kennedy John A. & Jane F. Kenney Kimray Inc. Dr. Edith G. King Ms. Kathryn K. Kinstle Amy Kirby Gay Kirby Percy J. & Becky Kirk

Kirkpatrick Bank Jeffrey D. Knipe Tom H. Knott Dr. William Kolar Brad & Robin Krieger

L

Ladies Music Club Of Oklahoma City Julie & Steve LaFollette Legal Aid Services Of Oklahoma Inc. Dr. Joe C. Leonard Dr. Amanda Levine Lilyfield Inc. Linwood Early Learning Center Cathy S. Lippard Mike & Jane Lodes

See entire donor list: occf.org/donors

2024 IMPACT REPORT ·

James For OKC 2023 Omar & Karen Janjua Jazz in June Inc. John Jewell Jewish Federation of Greater Oklahoma City Charles B. & Sharon Johnson Scott & Carol Johnson Kristi & Jay Johnston

Ann Johnstone Jackie L. Jones & Charles Cash

37

· OKLAHOMA CITY COMMUNITY FOUNDATION 38

Lomega Education Academic Foundation (LEAF) Sharon Lookabaugh Dave & Stacy Lopez Love’s Travel Stops & Country Stores

M

Estate of Lucille Mackoske Patricia E. Mahoney & Paul Middleton Herb & Marynm Martin Steve Mason Kent A. Mauk Mrs. Shelley Maxted Heather Mayes Mayflower Congregational Church

McAlester Scottish Rite Charitable and Educational Foundation McAlester Scottish Rite-Temple Restoration Fund Greg & Robin McAlister John & Penny McCaleb Donna & Robert McCampbell Mark & Stacy McDaniel Merlin R. McDonald McGee Foundation Inc. William B. & Juliana L. McIntosh Beth McLaughlin McLaughlin Gen3 Jean E. McLaughlin Rob & Chrissy McLaughlin Tim & Liz McLaughlin McLoud School Foundation

Donors improving our community.

John McMillin Estate of Janet McNutt Ms. Billi K. Meacham Mari Cook Medley Mental Health Association Oklahoma Mary Ellen Meredith Cindy Merrick Harry & Hedra Merson Barbara J. Messenbaugh Mesta Park Neighborhood Association Metro Technology Centers Foundation Inc. Ballard Miller Foundation Henderson I. & Barbara K. Miller Chris & Laura Mitchel MLSOK Inc. Mobile Meals of El Reno

Rodd & Dona Moesel Moore High School Alumni Association Inc. Vicki Moore Steve & Kim Morey David & Sarah Morgan Kenyon Morgan Morgan Stanley Smith Barney LLC Robert Morris Jr. Estate of Leo & Kay Morrison Lisa Loosen & Greg Mullen

Neighborhood Services Organization Inc. Stephanie Nievar Norman High Band Association North Care Center

O Paul B. Odom III OK Environmental Crime Investigators Association OK Kidz Charities Inc. OK Lions Meadows of Hope OKC Northwest Lions Club Oklahoma Academy of Physician Associates Oklahoma Art League Oklahoma Blood Institute Oklahoma Caring Foundation Inc. Oklahoma Center for Nonprofits

Oklahoma City Firefighters Assoc.

Oklahoma City Golf & Country Club Oklahoma City Metropolitan Association of REALTORS Oklahoma City Parks and Trails Foundation Oklahoma City Philharmonic Oklahoma Energy Trails Foundation Oklahoma Engineering Foundation Inc. Oklahoma Family Network Oklahoma FFA Foundation Oklahoma Genealogical Society Oklahoma Military Hall of Fame Foundation Oklahoma Museums Association

See entire donor list: occf.org/donors

2024 IMPACT REPORT ·

N

Marilyn North Michael R. North Walter & Virginia Nowacki

39

· OKLAHOMA CITY COMMUNITY FOUNDATION 40

Oklahoma Physical Therapy Foundation Oklahoma Railway Museum Oklahoma School of Science and Mathematics Foundation Oklahoma Single Parent Scholarship Program Oklahoma Society, Daughters of the American Revolution Oklahoma Society, Daughters of the American Revolution Ardmore Oklahoma State Board of Architecture Oklahoma State Board of Licensure for Professional Engineers and Land Surveyors Oklahoma State Firefighters Museum

Oklahomans for Special Library Services Oklahoma’s International Bluegrass Festival Inc. Ms. Melinda Olbert Olive Hill Cemetery Association Inc. One Gas Foundation Inc. Richard Opdyke Estate of John Orr OSFA Women’s Auxiliary Cynda & Larry Ottaway

P

Darlene Parman Partners In Public Health Inc. Dilip C. & Vibha Patel Piyush & Lisa Patel William G. Paul

Ginger Pearson Raina & Stan Pelofsky Petroleum Club of Oklahoma City Inc. Photographic Society of America Dr. Lori Pickrell Liz Picone Pivot Inc. Justin Porter Pottawatomie County Historical Society Lee & Miriam Powell Preservation Oklahoma Inc. Martin & Rachel Proper

Q

Quail Creek Bank

Meeting needs, investing in our community.

R

S

Bob & Mary Kay Samis Scapes Inc.

Roy Smith Toni & Ken Snow Blake & Janie Sonobe Southwest Park and Recreation Training Institute Spanish Cove Retirement St. John Christian Heritage Academy/Waltine Lynette Jackson Fund Stangl Farms Helen Stone Daniel Straughan Stroud Safety Sunbeam Family Services Superior Construction Management Jane E. & David L. Sutter

See entire donor list: occf.org/donors

2024 IMPACT REPORT ·

George J. Records Red Rocker LLC Kenneth R. Rees Virginia Reid Richison Family Foundation Cdr. John D. & Cheryl T. Rickards Ruthie Riggs RNR Custom Wheels & Tires Robert & Bettina Roberts Rookie League Foundation Rev. David & Anna-Faye Rose Leonard & Diane Rubin RunSignup

Steven R. & Elizabeth A. Schatz Daniel H. Schmid Pat & Fred Schonwald Jr. Dr. Elliott R. Schwartz & Pamela Shanklin Scissortail Park Foundation Brook & Paula Scott Judith Sear Shell USA Company Foundation Robert & Virginia Sherrer Ilea Shutler Neal & Jennifer Simon Linda Simonton Shirley Skalovsky Skyline Urban Ministry Steve & Linda Slawson Smile for a Child Foundation Patsy & Carroll J. Smith

41

· OKLAHOMA CITY COMMUNITY FOUNDATION

T

42

Marilyn Taylor TFG-GC LLC TFG-KM LLC TFG-SH LLC The CARE Center The Children’s Hospital Volunteers Roy E. & Darlene Y. Thornton Tinker Federal Credit Union Foundation Inc. Jeff & Debbie Trachtenberg Larry & Mary Trachtenberg Trinity Legal Clinic of Oklahoma Pam Troup T-Stone LLC Tyler Family

U

United National Indian Tribal Youth Inc. (UNITY) United Way of Central Oklahoma Untitled Artspace Inc. US Fleet Tracking

V

Valley View Foundation Inc.

W

James & Catherine Waldo John & Marsha Waldo Joseph & Elizabeth B. Waner Kent Ward & Asma Saleem Ron & Cindy Ward Glen & Sandra Warren Ronald E. Wasson

Waste Connections Inc. Water4 Dr. Maril Weber Carmalieta & Dan Wells Westminster School Larry & Leah Westmoreland Westview Boys’ Home Linda Whaley Jane F. Wheeler Patricia White Will Rogers Air National Guard Retiree Assoc. Inc. Amber Williams Wings Special Needs Community Women of AT&T Inc., Oklahoma City Chapter Paul Woods Betty L. Wooldridge Paul S. & Conna D. Woolsey

Impact in action, doing more together.

World Neighbors Allen & Jacque Wright Carol Wright Judy Wyatt

Y

Rockie & Julie Yardley Ann Boulton & Joseph H. Young

Z

Carolyn T. Zachritz Paul P. Zanowiak Charitable Fund Joe Zarella & Mary Blaess

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.

2024 IMPACT REPORT ·

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

43

Financials & Our People F Y24: J U LY 1 , 2023 – J U N E 30, 2024*

hand-holding-dollar

88m

money-check-dollar-pen

38m

$

$

Total Grants Awarded

Total Gifts Received

S I N C E I N C EPTIO N *

1.69b

$

Total Assets

3,000+ Total Funds

chart-mixed-up-circle-dollar $

830m

Cumulative Grants Awarded

* The numbers listed are a snapshot of OCCF’s unaudited financials as reported to the Board of Trustees on Aug. 15, 2024. Our annual independent audit report and the related audited consolidated financial statement with footnotes will be available on our website, occf.org on Nov. 30, 2024.

Investment Performance

· OKLAHOMA CITY COMMUNITY FOUNDATION

Total Return

46

Fiscal Yr Calendar YTD 07/23–06/24 01/24–06/24

3 Years (Fiscal)

5 Years (Fiscal)

10 Years (Fiscal)

Oklahoma City Community Foundation

14.58%

7.29%

3.72%

7.93%

7.15%

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

13.99%

7.27%

3.15%

7.97%

7.29%

Oklahoma City Community Foundation

19.81%

11.06%

5.83%

12.29%

10.67%

» S&P 500

24.56%

15.29%

10.01%

15.05%

12.86%

» MSCI ACWI GD

19.92%

11.58%

5.94%

11.28%

8.99%

Oklahoma City Community Foundation

3.87%

0.18%

-1.64%

0.54%

1.51%

» Bloomberg Barclays U.S. Aggregate

2.63%

-0.71%

-3.02%

-0.23%

1.35%

Oklahoma City Community Foundation

20.45%

7.79%

9.50%

7.53%

» 50% Alerian MLP Index/50% MS

19.37%

6.79%

9.64%

8.45%

Equities

Fixed income

Alternatives

20%

Our Investment Performance

circle OCCF

circle Benchmark

circle OCCF 10-Year Cumulative

FY20

FY19

FY17

10% 0

FY24

FY23

FY21

FY18

FY16

FY15

-10%

FY22 * 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.

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

Oversees investment management and selects investment managers.

Shelley Maxted, Chair Mike Collison Dr. Russell Evans Dr. James Ma

Dr. Ken Miller David Stanley Charles Wiggin Christian Keesee, ex officio

Steven C. Davis, ex officio Paul Dudman, ex officio Mark W. Funke, ex officio Kirkland Hall, ex officio

2024 IMPACT REPORT ·

Investment Committee: FY24

47

48

OCCF staff volunteering at Citizens Caring for Children.

Our Team Trisha Finnegan

Megan Davis J.D.

Cathy Lippard CPA

Christina Adcox CFRE

John Derby

IT Helpdesk Technician

Jared Mabrey

Chief Operating Officer

Karla Banks

Joshua Dunbar

Dan Martel

Donor Services Associate

Donor Services Manager

Lauren Barnes

Rick Fernandez

Scholarship Programs Manager

Sherri Maxwell

Senior Communications Associate

Andrea Barry CPA

Emily Fields

Jennifer Meckling CFRM

Madeline Bennett

Lanc Gross

Development Associate

Parks Programs Manager

Patti Biera

Gregg Koehn CPA

Kimberly Moyer

Senior Programs Specialist

Controller

Kaleb Brown

Michelle Kusselson

Communications Specialist

Community Programs Manager

June Owens CPA

Lindsay Cates

Lindsay Laird

President & CEO

Financial Analyst

Director of Gift Planning

Archivist

Vice President of Philanthropic Services

Julie Dais CAP®

Shree Ledford

Director of Gift Planning

Philanthropic Services Process Manager

Graphic Designer

Vice President of Communications Office Manager

Program Director

Wanda Minter

Scholarship Programs Manager Communications Manager Director of Finance

Sandy Powell SHRM-CP

Director of Human Resources

Karen Rains Accountant

2024 IMPACT REPORT ·

Director of Community Programs

Vice President of Fund Management

49

Tina Rodriguez

Michelle Wallace

Bill Schmid

Teresa White

Andrew Schulz

Leslie Woodward

Jess Schwager

Easton Yellowfish Senior Accountant

Programs Manager, Kirkpatrick Family Fund

Joel Schwartz

Joni Younts

Lauren Schlepp

Receptionist

Archivist, Kirkpatrick Family Fund

Jennifer Stewart CAP®

Patricia Zeiler

Nancy Stearns

· OKLAHOMA CITY COMMUNITY FOUNDATION

Accounting Associate

50

Building Maintenance Manager Donor Services Associate Director of Scholarship Programs Director of Information Technology Donor Services Director

Helen Stone CPA

Vice President of Administration

Sereida Thompson

Senior Human Resources Specialist

Keaton Van Sickle Programs Specialist

Brynn Walker Accountant

Senior Scholarship Programs Specialist Executive Assistant Community Programs Manager

CPA, Certified Internal Auditor Accountant, Audit & Reporting

Our Kirkpatrick Family Fund Team Liz Eickman

Director, Kirkpatrick Family Fund

Emma Newberry-Davis

Office Manager, Kirkpatrick Family Fund

Jennifer Thurman

Senior Programs Officer, Kirkpatrick Family Fund

Julia Witcher

Grants Manager, Kirkpatrick Family Fund

Our Trustees FY24 David J. Feroli Chair

Shelley Maxted

Executive Committee, Audit Committee

Executive Committee, Investment Committee Chair

Leigh Ann Albers Chair-Elect

Christin V. Mugg

Executive Committee, Access to Health Care Committee Chair, Services for Older Adults Committee Chair, Opportunities for Children Committee Chair

C. Michael Carolina

Scholarship Committee Chair

Mike Collison

Scholarship Committee

Dr. Robert Salinas

Access to Health Care Committee, Services for Older Adults Committee

T. Scott Spradling Former Chair Term ended June 30, 2024 Executive Committee

Talita DeNegri Dr. Russell Evans

Pete White Charles Wiggin

Investment Committee

Investment Committee

Vicki Howard

Christian Keesee Ex Officio

Parks & Public Space Initiative/Margaret Annis Boys Trust Chair

Investment Committee

Rick Johnson

Executive Committee, Investment Committee

Audit Committee

Edward A. Krei Treasurer

Executive Committee, Audit Committee Chair, Opportunities for Children Committee

Steven C. Davis Ex Officio, General Counsel & Secretary

2024 IMPACT REPORT ·

Executive Committee, Investment Committee

51

TH E D O N NA N I G H FO U N DATI O N

CU R BS I D E FLOWE RS

KI R KPATRI CK FAM I LY FU N D MATCH ES

PRO FESS I O NAL ADVISO RS

See Impact in Action occf.org/annual-report

Contact Us Location We are located in historic Automobile Alley in downtown Oklahoma City on the southeast corner of North 10th Street and North Broadway Avenue.

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

Phone & Email phone 405-235-5603 envelope info@occf.org

Web & Social arrow-pointer

occf.org

facebook-square instagram youtube-square @occforg

1000 N. Broadway Ave. Oklahoma City, OK 73102

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

Contact us at changes@occf.org or call 405-235-5603.