2025 OCCF Annual Report

Impact Report 2025

BRINGING people TOGETHER

FY25

AT A GLANCE

GIFTS RECEIVED

53.9M

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TOTAL AWARDED

88.8M

$

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$

1.85B

TOTAL ASSETS

TOTAL FUNDS

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3,000

+

OUR IMPACT 21.5M Social Services $21.0M Education $ 16.8M Arts & Culture $12.2M Health-Related $

6.0M Environmental & Animal $ 4.2M Religious $4.1M Youth-Serving $3.0M Community Development $

88.8M

$

GRANTS & SCHOLARSHIPS

7,230

STUDENTS RECEIVING SCHOLARSHIPS

1,061

NONPROFITS SUPPORTED heart heart heart heart heart

NONPROFIT ENDOWMENTS

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397

428

2025 A N N U A L I M P A C T R E P O R T

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26 6

10

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here is momentum in the Oklahoma City region. We are a city on the rise yet have retained the spirit of a small town, a place where neighbors cheer each other on and lend a hand when needed. Since 1969, the Oklahoma City Community Foundation has been here to share in the celebrations and contribute to the future of our communities. We do this by partnering with individuals, families and organizations

for showing up for our communities and making a meaningful difference in the lives of others. Thank you for trusting us as your partner and making everything we do possible. Together, we invest boldly in our communities every day. ”

TRISHA FINNEGAN O CCF P re s iden t & CEO

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

to extend what is working well and rise together to meet unmet needs. Thank you

THE beauty OF

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2025 A N N U A L I M P A C T R E P O R T

s a squeal floats through the air, the staff at Citizens Caring for Children (CCC) smile to themselves, knowing another child living in foster care has found the perfect shoes or clothes in their Resource Center. It’s days like these, when they hear the children’s joy or witness the burden being lifted off a foster parent’s shoulders, that make all the effort worth it.

It’s allowed us to create an environment that really supports the families... so the kids can thrive.”

LYNNE ROLLER C I T I ZENS C AR ING F OR CHIL DREN E X ECU T I VE DIREC TOR

Since the doors to the Resource Center opened in 1984, CCC has worked to provide clothing, shoes and hygiene products to children living in foster care while seeking to understand the challenges these families face. But the organization’s greatest insights do not come from research or conferences, rather from simple conversations with the children and parents it serves. It was the insight into this

lived experience that led CCC to establish its Foster Parent Advisory Council, which has become a key to helping CCC understand what it’s doing right, what it can do better and where there are opportunities.

“Working with these families has been eye-opening for all of us,” said Lynne Roller, CCC executive director.

“It’s allowed us to create an environment that really supports the families and helps that seed of hope and confidence grow so the kids can thrive.”

Guided by this feedback, CCC asked themselves two questions: how can we meet people where they are, and how do we make that happen? Neither question had a clear-cut answer, but CCC was not in it alone. For more than three decades, the Oklahoma City Community Foundation has been a steadfast partner for CCC, providing endowment support, community grants, and even managing a scholarship for children in foster care that became the basis for the Community Foundation’s Oklahoma Youth With Promise Scholarship.

CCC continues to fine-tune and expand its services by working with donors, foster parents and partners like the Community Foundation. Inspired by feedback from a foster parent traveling back and forth from Weatherford, CCC launched a mobile unit, allowing the Resource Center to reach hundreds of new children each year in Clinton, Durant, Enid and Lawton. It’s

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SIMPLE JOYS

the small changes where they feel the seed of hope growing every day – things like providing products for different hair and skin types, investing in better shoes and more on-trend clothing and serving youth who have recently aged out of foster care.

“The hygiene stuff made a bigger difference than I ever expected,” a foster parent said. “One of my girls who had always had to share or go without was overjoyed when she got her own set of shampoo, deodorant and lotion. She sat on her bed that night, carefully organizing everything and smelling

Dalton and Eduardo shop for shoes at CCC’s Resource Center.

each bottle. ‘This smells like me,’ she whispered, holding on to that little piece of normalcy so many take for granted.”

Though it may seem small, CCC is striving to make comfort and normalcy a reality. Stability and belonging can begin to change the lives of children and is what helps CCC accomplish its mission of providing hope and creating healthy futures. Their investments today will change lives and families for generations to come.

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

Makayla and her foster mom, Nakita, shop at CCC’s Resource Center.

GRANTS

this year

COMMUNITY GRANTS OCCF’s Community Grant Programs bring together individuals, families and organizations to support hundreds of local nonprofits that are meeting needs and elevating our community. In FY25, OCCF and our donors proudly supported: • Access to Health Care

• Culture & Community

• Parks & Public Space Initiative

• Animal Welfare

• Opportunities for Children

• Services for Older Adults

REGIONAL GRANTS OCCF and our donors partner in innovative and impactful ways to expand our reach and enhance lives statewide. In FY25, together we supported grants for: • Foster Care & Juvenile Justice

• Individuals with Developmental Disabilities

• Criminal Justice Reform

• Jewish Education, Culture & Heritage

• Hospice & Palliative Care

• Rural Classrooms & Communities

SCHOLARSHIPS Through OCCF, Oklahoma’s largest independent scholarship provider, our generous donors help more students reach their educational goals today and in the future. OCCF scholarships invest in pathways to success for: • Graduating Seniors

• First-Generation Students

• Advanced Degrees

• College Students

• Adult Learners / CareerTech

• Workforce Development

Learn more about how you can support organizations doing this work and scholarships at: occf.org/how-to-give

FY25 IMPACT

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12.2M

$

ORGANIZATIONS RECEIVING GRANTS

user

91 FIRST-TIME GRANTEES

210 person person-dress person person-dress person person-dress person person-dress person person-dress person-dress person person person-dress person person-dress person person-dress person person-dress person person-dress person-dress person person person-dress person person-dress person person-dress person person-dress person person-dress person-dress person person person-dress person person-dress

NUMBER OF GRANTS

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243

3.6M PEOPLE SERVED

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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GRANTS AWARDED

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OCCF GRANTS & SCHOLARSHIPS IN ACTION OCCF is committed to listening to nonprofits, educators and students and staying connected to the everchanging needs in our community. Connecting donors with opportunities to create or support these areas, we help them make the greatest possible impact.

2025 A N N U A L I M P A C T R E P O R T

2025 OCCF Scholarship Recipient

2025 OCCF Scholarship Recipients

OKC National Memorial & Museum

11 As neighborhoods like South of 8th face critical

flexible support, like our grant from OCCF, will allow us to respond to emerging challenges and opportunities ...and lay the transitions,

groundwork for scaling our model to other Black communities in need of design and planning services.”

Open Design Collective Inc.

OPEN DE S IGN COL L EC T I VE INC .

Hispanic Chamber Women’s Business Center

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

Little Light House

VANESSA MORRISON

FY25

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SCHOLARSHIPS

Learn more about supporting existing or creating new scholarships at: occf.org/how-to-give

SCHOLARSHIP GIFTS

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1.97M chart-mixed-up-circle-dollar

2025 A N N U A L I M P A C T R E P O R T

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$

4

FUNDS 300+ TOTAL

Anne Hathcoat Educational Scholarship Fund FISTA Foundation Scholarship Fund Legacy Village of Stillwater Scholarship Fund

NEW SCHOLARSHIPS CREATED

Wendal & Cathie Brunk Memorial Scholarship Fund

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$

5.0M arrow-up-right

80%

5-YEAR GROWTH

STUDENTS RECEIVING SCHOLARSHIPS

1,061

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OUT OF 77 OKLAHOMA COUNTIES:

64

STUDENTS IN 64 COUNTIES RECEIVED SCHOLARSHIPS

AVERAGE SCHOLARSHIP High School Student

46%

College Undergrad

50%

Advanced Degree

2%

Adult / CareerTech

2%

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

4.7K

$

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COMMITTING TO lasting IMPACT T

2025 A N N U A L I M P A C T R E P O R T

he year is 2009. Sharon Douthitt sits stuffing envelopes with Gerry Hendon for Friends of Libraries in Oklahoma (FOLIO) as they launch the organization’s first-ever endowment campaign.

Hours of debate on the best way to fund the

now that it’s going,” said Sharon, former FOLIO board member. “It’s such a wonderful way to ensure we can be sustainable into the future.”

Year in and year out, the FOLIO board has applied for matching grants, stuffed envelopes and talked to

It is so rewarding now that it’s going. It’s such a wonderful way to ensure we can be sustainable into the future.”

SHARON DOUTHITT F R IENDS OF L IBR AR IE S IN OKL AHOM A (F OL IO) F OR MER BOARD ME MBER

organization have led to this point. Fundraising has always been a challenge due to their statewide membership, but their desire to better support the libraries is strong, and with the help of a matching grant from the Kirkpatrick Family Fund, there’s real potential to make a meaningful impact.

“It was a little daunting to start, but it is so rewarding

members about their endowment, and slowly, their fund began to grow. Some years, they added a little, some years they’d have a larger donation, but as the idea caught on, more people understood the vital ongoing funding an endowment offers, and they have been able to award more grants and scholarships to libraries throughout Oklahoma.

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Helmerich Library’s Adventure Club: Legend of Zelda engaged youth ages 8-14.

FOLIO’s 2024 library support staff scholarship recipients.

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

In 2025, Helmerich Library won FOLIO’s Best Friends Award for its outstanding programming and activities like Storytime in the Park.

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A decade later, a similar conversation was underway at Rotary Club 29 Foundation. For more than a century, Club 29 has lived up to Rotary’s motto, “service above self,” giving generously of their time, talents, gifts and service, but they wanted to do more.

They brought together a group of members who are subject-matter experts in the nonprofit sector with current and former club leadership to ask, “What can we do to make a greater impact?” As the conversation circled and ideas ebbed and flowed, they all led back to one central concept: high-impact dollars focused on overcoming the root causes of issues in our community. But they knew moving the needle would take time, and true impact would take multi-year projects, so they needed a reliable funding source.

They needed to grow their endowment.

2025 A N N U A L I M P A C T R E P O R T

“A significant endowment is a powerful engine of change for good in our community,” Megan Law,

Growing our endowment like this will open a new chapter for Club 29 and secure our ability to continue to do good.”

MEGAN LAW ROTAR Y CL UB 29 F OUNDAT ION E X ECU T I VE DIREC TOR

A 2021-2022 Rotary grantee, Restore OKC’s Red Barn serves as a skilled trades and community space that provides exposure for community members to learn the skills and have the resources needed to rebuild their own community!

Rotary Club 29 Foundation executive director, said.

“Growing our endowment like this will open a new chapter for Club 29 and secure our ability to continue to do good.”

Spearheaded by former Rotary President and current OCCF Trustee Chuck Wiggin and former Governor David Walters, in 2021, Rotary Club 29 Foundation launched its Impact Endowment Campaign to double the organization’s assets. Bolstered by a significant Kirkpatrick Family Fund matching grant this year, the club is well on its way to meeting its $3 million goal.

As Club 29 stands at the threshold of ensuring longterm change, FOLIO is seeing the results of its hard work, steadily growing both the number and impact of the scholarships and awards it grants each year.

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Here' s to our Nonprofits!

Here’s to the 400+ nonprofit organizations who’ve chosen OCCF to help sustain and extend their impact through endowed funds.

Thank you.

Restore OKC employees learn to use the walkie stacker.

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

“Investing in your endowment isn’t always easy,” Sharon said. “Some years will be up and some will be down. You really have to stay with it, but if you have members who are committed, then it will continue to grow, and the benefit will be well worth the effort.”

NONPROFIT endowments

For more than 50 years, the Oklahoma City Community Foundation’s Nonprofit Endowment Program has partnered with individuals, families and organizations to provide reliable, ongoing support for nonprofits, making it easy for others to give and nonprofits to grow their support.

FY25 ENDOWMENT GIFTS

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buildings

11.1M

$

5

15

NEW DESIGNATED FUNDS

NEW NONPROFIT ENDOWMENTS

buildings buildings buildings buildings

397

TOTAL NONPROFIT ENDOWMENTS

hand-holding-dollar FY25 ENDOWMENT DISTRIBUTION

14.8M

$

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RELIABLE SUPPORT DURING ADVERSITY We recognize the strength and resilience of nonprofits navigating significant challenges. When demand for services is on the rise and funding is increasingly difficult to raise, the reliable, ongoing support that an endowment offers is a lifeline for nonprofits in our community.

OUR NONPROFIT DIRECTORY Research organizations and join thousands of others to help nonprofits build reliable, sustainable support at nonprofits.occf.org.

ENDOWMENT DISTRIBUTION 5-YR GROWTH FY21 • $ 10.3M

FY23 • $ 12.3M FY24 • $ 13.4M

FY25 • 14.8M $

6.5M Education $2.7M Arts & Culture $ 2.2M Social Services $ 1.5M Health-Related $

0.8M Youth-Serving $0.4M Environmental & Animal $0.4M Community Development $0.3M Religious $

43.6

%

INCREASE SINCE FY21

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

FY22 • $ 10.8M

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NEW

NEW NONPROFIT ENDOWMENT FUNDS IN FY25

• Indicates a designated fund established under an existing nonprofit endowment.

Christmas Connection - Barbara Fagin Endowment Fund

Fields & Futures

Christian Heritage Academy

Library Endowment Trust

• 6th Grade American Christian Government Tour

• Childhood Literacy Endowment Fund

• David Holmes Mission Trip Legacy • Ralph Bullard American Christian Heritage Tour

Capitol Hill High School • Marguerite Danford Scholarship Endowment Fund

Deer Creek Community Enrichment Foundation

2025 A N N U A L I M P A C T R E P O R T

• Abbey Renner Memorial Scholarship Fund

Christmas Connection

• Program Fund

Nature Conservancy • Joseph H. Williams Tallgrass Prairie Preserve Fund

Oklahoma City University • Mark Parker Endowed Faculty Excellence Award Fund

Oklahoma Medical Research Foundation • Lupus Foundation of Oklahoma Fund

WildCare Foundation

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Redlands Community College

University of Oklahoma College of Medicine

• Chickasaw National Scholars Fund • Dorthea Douglas Paulk Endowed Scholarship Fund

• Michael D. Anderson Be Curious Scholarship Endowment Fund

ReMerge Endowment Fund

WildCare Foundation Endowment Fund

STIR General Endowment Fund

Westview Boys’ Home • Launch Endowment Fund

University of Central Oklahoma • Tyler & Megan Janjua Nursing Scholarship

WK Jackson Leadership Academy – Waltine Lynette Jackson Memorial Fund

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

Redlands Community College

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KIRKPATRICK FAMILY FUND The Kirkpatrick Family Fund, the largest affiliate of the Oklahoma City Community Foundation, was established in 1989 by OCCF founders John and Eleanor Kirkpatrick. Since its establishment, the Fund has contributed more than $165 million to support program initiatives as well as project, operating and endowment-building grants to nonprofits working to improve the quality of life in central Oklahoma and beyond.

2025 A N N U A L I M P A C T R E P O R T

KIRKPATRICK FAMILY FUND FY25 GRANTS Area of Interest

Total Giving

Endowment Giving

Animal Well-being

$103,000

$15,000

Arts & Humanities

$6,513,172

$1,821,372

Children, Youth & Families

$688,500

$322,000

Community Enhancement

$1,169,350

$353,999

Education

$1,045,000

$102,500

Health & Human Services

$3,069,100

$560,000

$12,588,122

$3,173,872

Total

Full list of grants can be found here: kirkpatrickfamilyfund.org/what-we-fund

Cimarron Opera

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Fields & Futures

FY25 MATCHES COMPLETED NONPROFITS RAISED The Kirkpatrick Family Fund awarded $1.36M through its Matching Endowment Program

SUCCESSFUL CAMPAIGNS

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4.1M

$

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5.4M

$

TOTAL CONTRIBUTED INCLUDING MATCHES

MAKE YOUR GIFT GO FURTHER THROUGH A MATCH! The Kirkpatrick Family Fund and other generous donors have helped nonprofits through endowment matching grants since 1989. See all current match opportunities at matches.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

1.36M

$

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STEPPING UP TO

transform lives

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fter a decade-long cycle of drug addiction and abuse, Lance Lang decided it was time for a change. As he began to rebuild his life, he was inspired to help others who were struggling

program that provides sober living homes and personalized recovery support, creating a compassionate community for the families of those impacted by addiction. Their innovative approach has grown

advocates for Hope is Alive.

Lance and Allyson’s passion, combined with Hope is Alive’s proven commitment to longterm sustainability through its endowment at OCCF make it an

2025 A N N U A L I M P A C T R E P O R T

We give to Hope is Alive because we firmly believe these donations will reach a part of a hurting community that needs compassion, support and a helping hand.”

LINDA SLAWSON D ONOR

with similar issues. With a dream in his heart and two years of sobriety under his belt, Lance and his wife, Allyson, started Hope is Alive in 2013.

Dedicated to transforming lives impacted by addiction through a holistic approach, Lance and Allyson developed a unique

to include 26 sober living homes across 12 cities in six states, impacting thousands of lives.

This transformative change and its lasting impact on individuals suffering from addiction is what caught the attention of Steve and Linda Slawson and has made them powerful

excellent investment for Steve and Linda.

“We’ve never had alcohol or drug addictions, but we give to Hope is Alive because we firmly believe these donations will reach a part of a hurting community that needs compassion, support and a helping hand,” Linda said.

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The Slawson Family tours The Healing Center.

“I’m lucky that I saw my parents giving their time and money and resources to various causes throughout my whole life. They were always serving in some way, so I know how to do it because it was modeled for me,” said Katie Slawson.

As community leaders for decades, Steve and Linda have invested in dozens of nonprofits, but their leadership doesn’t end with a check or board

service. If they believe in a cause, they share about it everywhere they go, encouraging others to become involved so they can make a difference together.

When Hope is Alive had the opportunity to renovate a 75-acre property east of Oklahoma City to create The Healing Center, a new residential recovery center, Steve and Linda were immediately on board.

“Hope is Alive’s vision for this healing project and this piece of property is really outstanding, and we want to continue to be a part of it,” Steve said.

The Healing Center was officially announced in 2024, and by this time next year, they expect to begin serving men and women in recovery as well as families at their retreat center, expanding on the more than 250 individuals they’ve helped find freedom from addiction.

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

Steve and Linda have long known that they were uniquely blessed and have generously given back to their community with their time, talents and resources. In 2023, the couple established a donoradvised fund at OCCF as a way to extend their legacy and engage their children in giving. But building a legacy of family giving isn’t something they just talk about; they began sharing their goals of giving back to the community with their children when they were very young.

Our

DONORS The Oklahoma City Community Foundation brings people together who want to contribute to our community and those who live here. Together, we strive to make the greatest impact in our community.

LOCAL & EFFECTIVE

TRUSTED PARTNER

We live and work alongside you. Our staff’s in-depth understanding of the region, as well as the many ways to give, make it easy for you to maximize your impact.

For more than 50 years, we have helped individuals, families and organizations make a difference through donations of all sizes.

PERSONALIZED SERVICE

Our team works closely with nonprofit partners to understand the ever-changing needs in our community so we can keep you informed and help you to make an impact where it is most needed.

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

FLEXIBLE GIVING OPTIONS Our team is well-versed in receiving various gift types from appreciated stock to planned gifts, maximizing tax benefits. We partner with professional advisors and donors to make giving simple so you can focus on making an impact.

Let us help you

EXTEND YOUR LEGACY Call:

Email:

Learn more:

405.235.5603

info@occf.org

occf.org/giving

See entire donor list: occf.org/donors

Trustee Christian Keesee with Chair Leigh Ann Albers

Richard Farris and Carol Rice with OCCF’s June Owens

Doli Mathews

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

Steve and Lisa Mason with OCCF’s Lindsay Laird

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OUR DONORS

2025 A N N U A L I M P A C T R E P O R T

Donor Ken Rees with participants in the YMCA’s Y-Achievers program

NEW

BRIDGE OKC FUND

We have much to celebrate.

Yet, 2025 has been deeply challenging for many.

We step up in times of need.

Will you join us?

See more at: occf.org/bridgeokc

OUR DONORS

See entire donor list: occf.org/donors

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Donors who gave $1,000 or more from July 1, 2024 – June 30, 2025.

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B Baby K Irrevocable Trust Alex & Kelley Bagby Troy & Diane M. Baker BancFirst Bank of Oklahoma

C C3 Capital LLC John Calabro & Karen Collier Calvert’s Plant Interiors Inc. Catherine L. Campbell Teresa H. Caraway Gilbert Carlson Randy & Karen Carter Casady School Betty L. Catching CC Environmental LLC Center of Family Love Central Oklahoma Association for the Deaf & Hard of Hearing Madison & Kasey Chaney Child Care Inc. Children’s Health Foundation Choctaw Parks Foundation Inc. Church & Dwight Co. Inc. B.C. Clark Robert H. & Sody M. Clements Judge Nancy Coats-Ashley Rita Ann & Samuel Combs III Community Health Centers Inc. Community National Bank Kenneth R. & Manda S. Conklin Consumer Credit Counseling Service of Central Oklahoma Gayle Freeman Cook Cornish Janet & William R. Cook II Teresa Cooper Cortado Ventures Management LLC

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

4 H.I.M. - His Healing Helping Hands International Ministries 5207 Western Foundation Ability Connection Oklahoma Acorn Growth Companies LLC Melinda Adwon Steven C. Agee Paul & Leigh Ann Albers Alliance For Secure Energy Inc. Allied Arts of Oklahoma Inc. Bradley A. Aman American Diabetes Association American Fidelity Assurance Company American Fidelity Corporation American Plant Products & Services Inc. Billy & Carol Anderson Laurel C. Anderson Nancy & Bob Anthony Verne Arens Arts Council Oklahoma City Arvest Foundation

Eneth Banks Mike & Sue Barcum John H. Barghols Nicole Barr Lona Barrick Ed Barth Sherry K. Barton Richard & Leah Beale Philip Beard Because We Care Philanthropy Inc. Ron & Cara Beer David Behm Mary Benner & Adrienne Greer Clay & Louise Gaylord Bennett Dennis Bertholf Scott & Dyana Bishop Blake & Chelsea Bixler John H. Bode Baker & Nan Bokorney Quentin Bomgardner Jay R. Bond & Jo Ann Frazer Steve & Karla Boone Garry & Gina Bostick John & Sharon Bozalis Sam Bradford Charles & Teresa Brekke Bridges of Norman Justin & Kelly Brown Deresa Brunk Jason & Carrie Brunk Steve & Kim Bruno Cathy Buchwald F. M. & Nan Buxton

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OUR DONORS Cox Communications Inc. John S. Crain Pamela Craven Hamilton Cristo Rey Oklahoma City Catholic High School Crown Heights - Edgemere Heights Improvement Inc. Chris & Cheryl Curtis

2025 A N N U A L I M P A C T R E P O R T

D Dale K. Graham Veterans Foundation David Stanley Chevrolet Inc. Rita & Al Dearmon Deer Creek Schools Foundation Craig Deisenroth Karen Delaney Denny Price Family YMCA of Enid, Oklahoma Inc. Department of Human Services for the State of Oklahoma Marilyn & Roger DiSalvatore Jr. Imran & Noveen Dotani Down Syndrome Association of Central Oklahoma Duncan Oil Properties Inc. Robert C. & Marianne Duncan Ann Dungan Braven & Joni Dyer

E EARC Inc. Stephanie & Rodney East Austin & Sally Eckroat

ED Foundation Edmond History Museum Edmond Mobile Meals Inc. Cynthia Edwards Susan & Carl E. Edwards Jr. El Reno Blessing Baskets El Reno Public School Foundation Jeanette & Rand Elliott Robert S. & Nancy Payne Ellis Emanuel Hebrew Cemetery Association Emanuel Synagogue Gerald & Signe Emmerich John Estus Blake & Ashley Evans Keith Evans

F Fairlawn Cemetery Association Richard Farris David & Kelly Feroli Martha Ferretti David & Janis Finer Trisha Finnegan & Daryn Demeritt First Financial Capital Corporation First United Bank Kim & Mark Fisher Fleske Holding Company LLC Flogistix LP Diana & Jackie Fowler Nancy Franklin Michael Freeman Dennis R. Freie

Friends of Libraries in Oklahoma Friends of the Metropolitan Library System Friends of the Mustang Public Library Friends of the Norman Public Library Friends of the Oklahoma Arts Council Frierson Educational Trust John & Marsha Funk

G Jeanette L. Gamba Linda Gardner Garner Stocker Foundation Jack P. & Kristi L. Gilchrist Mary Ann Gilmore Caffrey Charles S. Givens David W. Gorham GP Victim Impact Panel LLC Michael & Gail Grady Melvin & Bobbie Gragg Kelly & Amy Gray Greater Mt. Olive Baptist Church Greater OKC Alumnae Panhellenic Foundation Andrew & Judi Gregory Ground Control Lawnscaping Cathleen Gunn

H Tracy & T. Lynn Habluetzel Kathleen S. Hahn

See entire donor list: occf.org/donors

I James Ike Gene R. & Suzy Q. Imke Impact Oklahoma Inc.

Insurica Insurance Management Network INTEGRIS Health Foundation Inc. Christina Ivie

J Gauri & Jerry Jaboin Omar & Karen Janjua Jewish Federation of Greater Oklahoma City Suzanne Jobe Bryan & Jill Johnson Charles & Sharon Johnson Scott & Carol Johnson Jackie Jones & Charles Cash Madelyn Josey Spoll

K Raj Kalyandurg B. Dan Kamp Randall & Linda Kamp Kate Family Foundation KCSC Classical Radio Foundation Christian Keesee Michael & Dorothea Kelly Ronald (Skip) & Patricia Kelly John & Jane Kenney Keystone Adventure School and Farm Dr. Edith G. King Kathy Kinstle Amy Kirby Kym Koch Thompson

KPL Production Company Edward A. & Barbara N. Krei Brad & Robin Krieger

L Julie & Steve LaFollette Linda Lambert Terry & Charlotte Langley Karyl G. Lee Kirstin Lee S. Whitfield Lee Marvin Leeth Legal Aid Services of Oklahoma Dr. Joe C. Leonard Deborah Levine Library Endowment Trust Lilyfield Inc. Al & Jere Litchenburg Mike & Jane Lodes Lokahi LLC - Dean Chambers Lomega Education Academic Foundation (LEAF) Sharon Lookabaugh & Sandra Cleveland Dave & Stacy Lopez Estate of Judy Love

M MA+ ARCHITECTURE LLC Keller Mackie Mackie Wolf Zientz & Mann PC Dr. John E. Magerus

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

Hale and Associates Surveying Company Anne Hathcoat Janice Haunschild Gail Haynes Health Alliance for the Uninsured Inc. Hearts for Hearing Craig Heffington Molly & Geoff Helm Caroline & Durward Hendee Heritage Hall School Chick & Yvonne Hilgenberg Charitable Trust Mark & Linda Hill Candace & Britton Hobbs Joe & Marcia Hogsett Ann Holmes HomeTown Bank Quinton & Susannah Hooper Hope Center of Edmond David Horton Horvat Family Hough Ear Institute John Howell Jr. Karen & John Hudgens David & Lezlie Hudiburg Leslie & Cliff Hudson

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2025 A N N U A L I M P A C T R E P O R T

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OUR DONORS Samantha Marley-Harrod & K. Cullen Harrod Herb & Marynm Martin Steve & Lisa Mason Doug Matheny Kent A. Mauk Shelley Maxted Dr. Bob & Dr. Mary Anne McCaffree Donna & Robert McCampbell Merlin R. McDonald McGee Foundation Inc. William & Juliana McIntosh McLaughlin Family Foundation Jean E. McLaughlin Rob & Chrissy McLaughlin Tim & Liz McLaughlin McLoud School Foundation John McMillin Kathryn McNutt M-D Building Products Billi K. Meacham Meade Investment Company Herman Meinders Mental Health Association Oklahoma Mary Ellen Meredith Mesta Park Neighborhood Association Henderson & Barbara Miller Karen Miller & John Ballard Chris & Laura Mitchel Rodd & Dona Moesel Ellen Records & David Morgan Estate of Kay Morrison

Kevin & Laura Murray Charles & Anita Musgrave

N Native Americans in Philanthropy Neighborhood Services Organization Inc. NewView Oklahoma Inc. Nexus Animals Larry & Polly Nichols NonDoc Nonprofit Solutions P.C. Norick Investment Company North Care Center Marilyn North Michael R. North Walter & Virginia Nowacki

O Paul B. Odom III OGE Energy Corp Foundation Inc. OK Kidz Charities Inc. OK Lions Meadows of Hope Oklahoma Blood Institute Oklahoma Caring Foundation Inc. Oklahoma City Firefighters Association Oklahoma City Golf & Country Club Oklahoma City Metropolitan Association of REALTORS Oklahoma City Repertory Theater Oklahoma Energy Football Club

Oklahoma Energy Trails Foundation Oklahoma Family Network Oklahoma FFA Foundation Oklahoma Fire Chiefs Association Oklahoma Horticultural Society Oklahoma Humanities Council Inc. Oklahoma Iris Society Oklahoma Military Hall of Fame Oklahoma Military Hall of Fame Foundation Oklahoma Parkinson’s Alliance Oklahoma Project Woman Oklahoma Railway Museum Oklahoma School of Science and Mathematics Foundation Oklahoma Single Parent Scholarship Program Oklahoma Society, Daughters of the American Revolution Oklahoma State Board of Architecture Oklahoma State Board of Licensure for Professional Engineers and Land Surveyors Oklahoma State Firefighters Museum Oklahoma Tennis Foundation Oklahomans for Special Library Services Oklahoma’s International Bluegrass Festival Inc. Sabrina Olay James R. Olden Jr. & Willa Olden Olive Hill Cemetery Association Inc.

See entire donor list: occf.org/donors

Daniel & Patricia O’Neil Richard Opdyke Cynda & Larry Ottaway Taylor Ozuna

P

Q Quail Creek Bank

David & Kim Rainbolt Rainbolt Family Foundation Steve & Susan Raybourn George J. Records Megan & Stephen Rector Redlands Community College Foundation Inc. Ken Rees Virginia Reid Rental Concepts LLC dba RNR Custom Wheels & Tires Drake & Luellen Rice Diana Richard RJCL Properties LLC Brett Rogers Rotary Club 29 Foundation Leonard & Diane Rubin RunSignup

S Meg Salyer Laura Sandefer Alan Sandgarten Dr. Elliott R. Schwartz & Pamela Shanklin Brandon Shultz Scissortail Park Foundation Matthew & Stacey Scott John & Leah Sealey George & Margaret Selby Shartel Boulevard Development Authority Inc.

Richard Shawley Shell USA Company Foundation Mary Sherman Gary & Joyce Sherrer Shultz Family Trust Norma’s Account Philip Silverman Linda Simonton Sisu Youth Services Randy & Jinda Skov Smile for a Child Foundation Southwest Park and Recreation Training Institute Jordan Sowers Spanish Cove Retirement Special Olympics Oklahoma Roger & Amy Spring St. John Christian Heritage Academy/Waltine Lynette Jackson Fund Agnes Stadler Malatinszky Don Stephens Stillwater Ranch Holdings LLC Paul Sund & Claudia San Pedro Shawn Svob & Erin Roberts-Svob

T Tanninger Entertainment Marilyn Taylor The Bridge AG The CARE Center The Recovery Center Ronald E. & Sharon W. Thomas Roy & Darlene Thornton

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

Parent Promise Richard H. & Gayle Parry Dilip & Vibha Patel Piyush & Lisa Patel J. Phillip Patterson Ginger Pearson Photographic Society of America Dr. Lori Pickrell Liz Picone Pivot Inc. Loren & Julie Plotkin Pottawatomie County Historical Society Pottawatomie County Historical Society Building Fund Pat Potts Powerful Purses Inc. Mark Powers Presbyterian Health Foundation Glade & Faye Ann Presnal Rachel Proper Tony & Claire Schwartz Puckett Puritan Oil and Gas Corporation

R

33

34

OUR DONORS Larry & Mary Trachtenberg Pam Troup Tyler Family

U United National Indian Tribal Youth Inc. (UNITY) United Petroleum Transports United Way of Central Oklahoma Upward Transitions Audra Urquhart

V

2025 A N N U A L I M P A C T R E P O R T

Valley View Foundation Inc. Variety Care Robert V. & Sharon Varnum Warren & Kathy Vieth The Virtue Center Visionary Oklahoma Women

W John & Marsha Waldo Kent Ward & Asma Saleem Ron & Cindy Ward Ronald E. Wasson Waste Connections Inc. Water4 Elizabeth L. Watkins Weber Family Dr. Maril Weber Janet Wedman Alexander Weintz Dan & Carmalieta Wells

WestFamily Foundation Westminster School Westmoore High School Alumni Association Larry & Leah Westmoreland Westview Boys’ Home Whiz Kids of Oklahoma WildCare Foundation Will Rogers Air National Guard Retiree Assoc. Inc. Elizabeth Kathleen Garrett Willard Trust Amber Williams Joe & Susie Williams Marsha Williams Wings Special Needs Community Bradley & Shelley Winking Kevin & Monica Wittrock Paul Woods Betty Wooldridge Paul S. & Conna D. Woolsey World Neighbors Allen & Jacque Wright Carol Wright

Gae Rees

Y Marie Young

Z Mick & Sue Zaloudek Donna Zanowiak Paul P. Zanowiak Charitable Fund Joe Zarella & Mary Blaess

Wes Watkins

See entire donor list: occf.org/donors

35

IN MEMORIAM This year, we lost a number of people who cared and invested in our communities.

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

Louisa McCune

Dan Hogan III

Judy Love

Herman Meinders

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

Paul B. Odom Jr.

FINANCIALS & our people FY25: July 1, 2024 – June 30, 2025*

circle-dollar-to-slot

FY25 TOTAL GIFTS RECEIVED

hand-holding-dollar

FY25 TOTAL GRANTS AWARDED

53.9M 88.8M

$

chart-mixed-up-circle-dollar

$

$

1.85B

TOTAL ASSETS

hands-holding-heart

$

918M

TOTAL GRANTS

SINCE INCEPTION

* The numbers listed are a snapshot of OCCF’s unaudited financials as reported to the Board of Trustees on Aug. 21, 2025. Our annual independent audit report and the related audited consolidated financial statement with footnotes will be available on our website, occf.org/financials, on Nov. 30, 2025.

37

FY25 INVESTMENT PERFORMANCE 1 Total Return

Fiscal Yr 07/24–06/25

10 Years (Fiscal)

12.29% 12.40%

7.95% 8.15%

15.27% 15.16% 16.17%

11.63% 13.63% 9.98%

Oklahoma City Community Foundation » Total General Pool Blended Benchmark2

Equities Oklahoma City Community Foundation » S&P 500 TR » MSCI ACWI (Net)

FY25: INVESTMENT COMMITTEE Oversees investment management and selects investment managers.

Dr. Russell Evans, Chair Glenn Coffee Mike Collison Shelley Maxted

Fixed Income Oklahoma City Community Foundation » Bloomberg Barclays U.S. Aggregate

6.49% 6.08%

1.96% 1.75%

Dr. James Ma Dr. Ken Miller David Stanley

Alternatives

Chuck Wiggin

11.03% 5.77% 13.16%

Steven C. Davis, ex officio Paul Dudman, ex officio

Cash

Kirk Hall, ex officio

Oklahoma City Community Foundation » ICE BofA US 3 Month T-Bill

4.50% 4.68%

2.11% 1.97%

Christian Keesee, ex officio

10-YR INVESTMENT PERFORMANCE 1 20%

square OCCF

square Benchmark2

square OCCF 10-Year

12 % .4 %

.3 2 1

10%

0

FY25 1

-10%

FY24

FY23

FY21 2

Our investment returns are reported gross of fees, which are approximately 15 basis points.

FY22

FY20

FY19

FY18

FY17

FY16

Total OCCF General Pool Blended Benchmark consists of: 40% Russell 1000 TR, 5% Russell 2000 TR, 10% MSCI EAFE Net TR, 5% MSCI Emerging Net Total Return, 30% BBG BARC US Aggregate Bond Index TR, 5% MSCI US REIT TR and 5% Alerian MLP TR.

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 Community Foundation » Bloomberg Commodity » 50% Alerian MLP

38

OUR STAFF OCCF’s professional staff specializes in the areas of philanthropic services, finance, communications, scholarships, community programs and operations.

2025 A N N U A L I M P A C T R E P O R T

Staff Listing as of October 1, 2025.

TRISHA FINNEGAN

CHRISTINA ADCOX CFRE

President & CEO

Chief Operating Officer

405.606.2900 | t.finnegan@occf.org

405.606.2900 | c.adcox@occf.org

PERCIVAL BAILEY

KARLA BANKS

Accountant

Donor Services Associate

405.606.2925 | p.bailey@occf.org

405.606.2974 | k.banks@occf.org

LAUREN BARNES

ANDREA BARRY CPA

Senior Communications Associate

Financial Analyst

405.606.2932 | l.barnes@occf.org

405.606.2969 | a.barry@occf.org

MADELINE BENNETT

PATTI BIERA

Program Associate

Senior Programs Specialist

405.606.2963 | m.bennett@occf.org

405.606.2935 | p.biera@occf.org

ZOE BIGBIE

KALEB BROWN

Donor Services Assistant

Digital Communications Specialist

405.606.2905 | z.bigbie@occf.org

405.606.2952 | k.brown@occf.org

GABRIELLE BUTLER

LINDSAY CATES

Vice President of Community Engagement

Director of Community Programs

405.606.2942 | g.butler@occf.org

405.606.2926 | l.cates@occf.org

39

NADIA CYPRAIN

JULIE DAIS CAP

Accounting Associate

Director of Gift Planning

405.606.2928 | n.cyprain@occf.org

405.606.2902 | j.dais@occf.org

JOHN DERBY

JOSHUA DUNBAR

IT Technician

®

Donor Services Manager

405.606.2973 | j.derby@occf.org

405.606.2929 | j.dunbar@occf.org

RICK FERNANDEZ

EMILY FIELDS MA

Scholarship Programs Manager

Archivist

405.606.2919 | r.fernandez@occf.org

405.606.2913 | e.fields@occf.org

LANC GROSS AICP

GREGG KOEHN CPA

Community Programs Manager

Vice President of Finance 405.606.2954 | g.koehn@occf.org

MICHELLE KUSSELSON

LINDSAY LAIRD

Community Programs Manager

Vice President of Philanthropic Services

405.606.2959 | m.kusselson@occf.org

405.606.2940 | l.laird@occf.org

SHREE LEDFORD

JARED MABREY

Philanthropic Services Process Manager

Graphic Designer

405.606.2950 | s.ledford@occf.org

405.606.2923 | j.mabrey@occf.org

DAN MARTEL

SHERRI MAXWELL

Vice President of Communications

Office Manager

405.606.2941 | d.martel@occf.org

405.606.2927 | s.maxwell@occf.org

JENNIFER MECKLING CFRM

WANDA MINTER

Director of Nonprofit Endowments

Scholarship Programs Manager

405.606.2951 | j.meckling@occf.org

405.606.2907 | w.minter@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

405.606.2957 | l.gross@occf.org

40

KIMBERLY MOYER

DANIEL OBENG

Communications Manager

Graphic Designer

405.606.2922 | k.moyer@occf.org

405.606.2909 | d.obeng@occf.org

JUNE OWENS CPA

KAREN RAINS

Controller

Accountant

405.606.2937 | j.owens@occf.org

405.606.2930 | k.rains@occf.org

BILL SCHMID

ANDREW SCHULZ

Building Maintenance Manager

Donor Services Associate

405.606.2931 | b.schmid@occf.org

405.606.2910 | a.schulz@occf.org

JESS SCHWAGER

JOEL SCHWARTZ

Director of Scholarship Programs

Director of Information Technology

405.606.2917 | j.schwager@occf.org

405.606.2901 | j.schwartz@occf.org

2025 A N N U A L I M P A C T R E P O R T

JENNIFER STEWART CAP

®

HELEN STONE CPA

Senior Director of Donor Services

Vice President of Administration

405.606.2912 | j.stewart@occf.org

405.606.2921 | h.stone@occf.org

SIDNEY SUTTLES

SEREIDA THOMPSON

Donor Services Manager

Human Resources Manager

405.606.2903 | s.suttles@occf.org

405.606.2983 | s.thompson@occf.org

MARLO TURNER CFRE

KEATON VAN SICKLE

Director of Gift Planning

Senior Programs Specialist

405.606.2914 | m.turner@occf.org

405.606.2920 | k.vansickle@occf.org

MICHELLE WALLACE

TERESA WHITE

Senior Scholarship Programs Specialist

Executive Assistant

405.606.2918 | m.wallace@occf.org

405.606.2934 | t.white@occf.org

LESLIE WOODWARD

EASTON YELLOWFISH

Community Programs Manager

Senior Accountant

405.606.2911 | l.woodward@occf.org

405.606.2958 | e.yellowfish@occf.org

JONI YOUNTS

PATRICIA ZEILER CPA

Receptionist

Senior Accountant

405.606.2947 | j.younts@occf.org

405.606.2924 | p.zeiler@occf.org

41

KIRKPATRICK FAMILY FUND

CINDY BIERA

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

Program and Administrative Assistant, Kirkpatrick Family Fund 405.767.3702 | c.biera@occf.org

DOLORES DAVIS

SARA MAYNARD MOEHLE

Program Manager, Historic Green Mountain Falls Foundation

Operations Manager, Kirkpatrick Family Fund

719.304.8655 | d.davis@occf.org

405.767.3702 | s.moehle@occf.org

EMMA NEWBERRY-DAVIS

LAUREN SCHLEPP

Programs Manager, Kirkpatrick Family Fund

Archivist, Kirkpatrick Family Fund

405.767.3702 | e.newberry-davis@occf.org

405.767.3702 | l.schlepp@occf.org

JENNIFER THURMAN

JULIA WITCHER

Senior Program Officer, Kirkpatrick Family Fund

Grants Manager, Kirkpatrick Family Fund

405.767.3702 | j.thurman@occf.org

405.767.3702 | j.witcher@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

LIZ EICKMAN

42

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

LEIGH ANN ALBERS

diamond

CHAIR

RICK JOHNSON

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CHAIR-ELECT

Community Volunteer

Trustee/Manager, Malzahn Family Limited Partnership

DAVID J. FEROLI

diamond diamond

STEVEN C. DAVIS

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SECRETARY & GENERAL COUNSEL, EX OFFICIO

PAST CHAIR

Partner (retired), KPMG LLP

Attorney, Hartzog Conger Cason

EDWARD A. KREI

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2025 A N N U A L I M P A C T R E P O R T

TREASURER

Executive Partner, Magellan Executive Partners

Bank Consultant, FBBS

GLENN COFFEE

C. MICHAEL CAROLINA

MIKE COLLISON

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Senior Advisor to the Oklahoma State Senate

TALITA DENEGRI

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TERM ENDED JUNE 30, 2025 Chief Investment Officer, Hamm Capital LLC

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

DR. RUSSELL EVANS Partner & Chief Economist, Thorberg Collectorate

diamond diamond

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43 diamond

VICKI HOWARD

SHELLEY MAXTED

diamond

Community Volunteer

diamond

Managing Director, Auric Road Wealth Management

CHRISTIN V. MUGG

HARSHIL PATEL

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Of Counsel, Phillips Murrah P.C.

TERM BEGAN JULY 1, 2025

ROBIN ROBERTS-KRIEGER

DR. ROBERT SALINAS

TERM BEGAN JULY 1, 2025

Director of Community Medicine, OU College of Medicine

Vice President, Champion Hotels & Development

PETE WHITE TERM ENDED JUNE 30, 2025

Councilor (Retired), City of Oklahoma City

FY25 COMMITTEES SERVED

CHUCK WIGGIN

Founder/President and CEO, Wiggin Properties

CHRISTIAN KEESEE EX OFFICIO

Chairman, Kirkpatrick Bank

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Executive Committee

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Investment / Audit Committee

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Scholarship Committee

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Parks & Public Space Committee

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Access to Health Care Committee

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Opportunities for Children Committee

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Services for Older Adults Committee

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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

Founder and Principal, RRK Resources

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SO MUCH IS POSSIBLE

Together

Contact Us

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

1000 N. Broadway Ave. Oklahoma City, OK 73102

Phone & Email 405.235.5603 info@occf.org

Website & Social occf.org @occforg facebook-square instagram youtube-square

NEW ADDRESS OR NAME CHANGE? Contact us at changes@occf.org or call 405-235-5603.