2022 Annual Report

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2022 ANNUAL REPORT

2022 ANNUAL REPORT

THE FUTURE DEPENDS ON WHAT YOU DO TODAY.

— Mahatma Gandhi

$38,812,000 in Distributions

Grants & Scholarships

funding into and for the benefit of the community.

0 $10.0M $20.0M $30.0M
At a Glance Fiscal Year 2022

3,580 Donor-Advised Grants 184 New Funds Established

2,242 Organizations Receiving Grants Stats This year’s

1,995 Gifts from Donors

$57.1M Incoming Donor Gifts

$49.6M Total Distributed

$10,791,000 in Distributions through our Charitable Organization Endowment Program.

Nonprofit Partners

$40.0M $50.0M

A New Era. A New Leader.

The Oklahoma City Community Foundation brings together donors, nonprofits, community leaders and businesses all for one reason – to make our community a better place to live. That’s the philosophy of Trisha Finnegan, the new President and CEO of the Oklahoma City Community Foundation. It’s a bold approach that builds upon a strong foundation cultivated by former Community Foundation President Nancy Anthony. In 2022, after more than 37 years, Nancy retired from OCCF. Under her guidance, the organization became a leader among community foundations, with nearly $1.6 billion in assets and more than $647 million

distributed back into the community. Working with the OCCF trustees and staff, Nancy led the Community Foundation’s efforts to address important issues related to literacy, wellness, and parks and public spaces. Nancy and her team also built a charitable organization endowment program, which has grown to be the most substantial in the country.

“We ensured we stayed true to our donors’ intent, and the positive change created throughout the community would not have happened without the help of our staff, trustees, civic leaders and nonprofit partners,” Nancy said.

Trisha brings with her a wealth of knowledge and experience across the private, public and nonprofit sectors. And more importantly, new life, energy, innovations, practices and a passion for making a difference in the community.

“It’s an honor to lead this organization and build on such a tremendous foundation,” Trisha said. “For more than 37 years, Nancy, along with trustees and staff, created a legacy of leading, charting new paths and transforming small resources into a critical community asset. Accepting that torch, I’m working to elevate and accelerate our resources to be even more meaningful to our community.”

4 Oklahoma City Community Foundation

I don’t believe there’s any other resource in a community that brings people together to contribute and create impact more than a community foundation. We work with nonprofits. We work with civic leaders. We work with individuals, families and businesses and bring all of those parties together for one reason – to share and invest in a place and the people who live here. ”

Uniting for One Community Former President Nancy Anthony and current President & CEO Trisha Finnegan discuss needs within the Oklahoma City community and beyond.
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Community Programs

Scholarships

Awarding more than $3.4 Million to over 800 students annually and creating opportunities for students statewide.

iFunds

The Community Foundation’s iFund program is designed to support our community and works to tackle the topics closest to home. In FY22, the Foundation made grants in three distinct areas:

• Opportunities for Children

• Services for Older Adults

• Access to Health Care

Wellness

OCCF champions wellness across the metro by promoting access to free and low-cost activities and resources through KeepMovingOKC.org. Partnering with experts across the community through the Central Oklahoma Wellness Alliance, the Foundation’s Wellness Initiative aims to make healthy living more accessible for everyone.

Parks & Public Spaces

Made possible in part by a significant gift from Margaret Annis Boys, this initiative is designed to support the everchanging needs to the metro environment. Providing programs like ReLeaf, Rebloom and the bi-annual parks grants, the initiative provides funding and expertise to community members who work toward beautifying their parks, neighborhoods and schools.

Oklahoma City Community Foundation 6

Scholarship Statistics

Awarded between July 1, 2021 and June 30, 2022 — for the 22/23 academic year.

$4,000 Average Award graduation-cap 847 Scholarship Recipients

What They’re Studying

award

New in FY22: Scholarship Funds

New scholarship endowments of $50,000 or more established July 1, 2021 - June 30, 2022.

Betty Ruth Estes Memorial Fund

Bill Johnstone Community Foundation Scholarship

Bobby Lee Loftis Memorial Scholarship

Carrington Hall Family Scholarship

Charles Cash and Jackie Jones Scholarship for Southeast High School Graduates

Do Unto Others Scholarship

Dorothy and Clark Sims Memorial Scholarship

$3.4M SCHOLARSHIPS

Jeanette Gamba Community Foundation Scholarship

Jeffrey Michael Wetmore Memorial Scholarship

Jennifer Love Meyer Community Foundation Scholarship

Mark Funke Community Foundation

Scholarship

Michael D. and Katherine Zimmerman Storin Memorial Scholarship

Mike and Jane Austin Lodes Scholarship

Oklahoma City Golf and Country Club Scholarship

William Charles Dungan Scholarship

Women of the South Primary Provider Scholarship

24% Health Care 17% Engineering 12% Business 9% Liberal Studies 9% Science/Math 5% Arts, Dance and Music 5% Education 4% Architecture 4% Communications 4% Technology 3% Law 3% Agriculture 1% Career Technical .7% Veterinary Studies .3% Aviation 5% Undecided
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Big StudentsDreams:Chart Their Paths

As the first person in her family to attend college, Naomi Amaya viewed college as a challenge she wanted to face. Working with her counselor at Southeast High School in Oklahoma City, they charted a path to help her accomplish her goals, starting with scholarships. As one of Naomi’s first steps, her counselor introduced her to the Oklahoma City Community Foundation Scholarship Program.

Through our free online scholarship application system, she could consider more than 180 scholarship opportunities to find those that fit her academic goals. Naomi applied and received both the Women of the South Scholarship and the Charles Cash and Jackie Jones Scholarship for Southeast High School Graduates. Today, with the help of OCCF, she is pursuing her collegiate dream as a freshman at the University of Oklahoma.

A Scholarly Success

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Naomi Amaya, Women of the South Scholarship and the Charles Cash and Jackie Jones Scholarship recipient. Bizzell Memorial Library, University of Oklahoma, Norman. Oklahoma City Community Foundation

When I found out I was awarded the scholarships from the Oklahoma City Community Foundation, I cried; I was so happy. This has taken much of the stress away from my parents, and it’s allowed me to fulfill my dreams of being able to attend college.

“ 9 2022 Annual Report

Creating Impact, Transforming Lives

“When kids, especially those facing lifethreatening illness, can go to camp and see others just like them, a light goes on,” said Dr. Danny Cavett, founder of Cavett Kids, which received the iFund Opportunity for Children grant from OCCF. “With this grant and the support of dozens of volunteers, 124 children were able to go to camp. They feel hope and start to see a life for

themselves in the future.”

Significantly impacting the most pressing needs in our community is at the core of the Oklahoma City Community Foundation. Our expert team of trustees, donors and staff partner with community stakeholders and nonprofits to strategically focus funding to create the greatest impact.

“There are so many people facing serious challenges in central Oklahoma, and the demand continues to grow during these tough economic times,” said OCCF President and CEO Trisha Finnegan. “It takes collaboration to address complex issues, and we’re honored to financially support invaluable programs that are changing lives.”

10 Oklahoma City Community Foundation

In FY22, OCCF awarded nearly $648,000 to 38 nonprofits tackling pressing needs related to health care access, children in need and the accessibility of services for older adults.

If you want more information on how iFund grants help others, visit ifundokc.org .

caret-left Crafting a New Narrative Children with chronic and life-threatening illnesses participate in arts and crafts at Camp Cavett, an iFund Opportunities for Children grant recipient.

caret-down Restoring a Community ReStoreOKC works to help their neighborhood in northeast OKC thrive through the restoration of homes, health, reconciliation and equity with neighbors.

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Forever Smiling

Dentists for the Disabled & Elderly in Need of Treatment (D-DENT) recipient

Kenneth Dowdy receives custom dentures at no cost.

Also Pictured: D-DENT Executive Director Shirley Harris and Dr. Darrell Guttery

Oklahoma City Community Foundation

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Community Grants: iFunds

$648K IN GRANTS

$233,098 Access to Health Care Grants

$20,000 Calm Waters

$26,460 Christ Community Health Foundation, Hilltop Clinic

$25,000 D-Dent

$18,573 Good Shepherd Clinic

$25,000 Health Alliance for the Uninsured

$10,000 NewView Oklahoma

$30,000 Oklahoma Dental Foundation

$25,000 Oklahoma Project Woman

$31,000 Planned Parenthood

$14,000 Positive Tomorrows

$8,065 University of Oklahoma Foundation

$247,000 Opportunities for Children Grants

$13,000 Aspiring Attitudes

$25,000 Cavett Kids Foundation

$20,000 Citizens Caring for Children

$8,400 El Sistema

$10,000 First Serve OKC Foundation

$5,000 Freedom School

$5,000 Hearts for Hearing Foundation

$12,000 Jubilee Partners

$10,000 Lyric Theatre

$20,000 Oklahoma City Ballet

$8,500 Oklahoma City Public Schools Foundation

$6,300 Oklahoma Zoological Society

$9,800 Peaceful Family Oklahoma

$19,000 RIVERSPORT Foundation

$11,000 Salvation Army Boys and Girls Club

$19,000 Science Museum Oklahoma

$25,000 Smart Start Central Oklahoma

$20,000 Youth and Family Services –El Reno

$168,300 Services for Older Adults Grants

$8,000 ITN Central

$6,500 Parkinson’s Foundation of Oklahoma

$5,300 Prairie Dance Theatre

$30,000 Rebuilding Together

$20,000 ReStoreOKC, Inc.

$2,500 RIVERSPORT Foundation

$17,300 RSVP of Central Oklahoma

$20,000 Salvation Army

$58,700 Mobile Meals Grants to 45 churches and 3 community providers

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Helping Neighborhoods Grow

Green spaces, parks and trees are essential for healthy communities. Outdoor projects purify the air and water, creating opportunities to enjoy the outdoors with friends and family. In FY22, the Oklahoma City Community

Foundation’s Parks & Public Spaces Initiative and the Margaret Annis Boys Trust granted more than $175,000 to enhance and beautify public areas throughout our community and fund OCCF’s ReLeaf and Rebloom initiatives.

This year alone, through ReLeaf and ReBloom, OCCF partnered with neighborhoods, schools, nonprofits and local government agencies to plant 70,000 spring bulbs and 315 trees in neighborhoods and parks in the OKC metro.

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Oklahoma City Community Foundation

Sprucing Up the Metro

The Foundation’s Parks & Public Spaces Initiative has invested more than $4.5 million into our community over the past 20 years. This initiative increases the tree canopy, improves air quality, provides shade and helps lower temperatures, which benefits everyone.

Parks & Public Spaces Statistics

trees

315 Trees Distributed [ReLeaf]

flower-daffodil

70,000+ Daffodils Distributed [Rebloom]

74 Neighborhoods Benefited house

school

56 Nonprofits Benefited [Schools, Churches, City]

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Parks & Wellness Grants

$363K IN GRANTS

$175,000 Total Parks & Public Spaces / Margaret Annis Boys Grants

$4,000 ASTEC Charter Schools

$3,000 Choctaw Creek Park Waystation

$5,000 Cleveland Neighborhood Association

$8,275 Crown Heights-Edgemere Heights Improvement

$20,000 Fields & Futures

$16,000 Friends of Will Rogers Park

$19,000 Metropolitan Library System

$4,200 Midway Village Neighborhood Watch Association

$2,500 Oklahoma City Public Schools

$10,000 Oklahoma Contemporary Art Center

Fit for a Challenge

In its first year, OKCGetsFit awarded $188,200 to 10 programs throughout Oklahoma City, including Girls on the Run of Central Oklahoma and Oklahoma Humane Society’s Foster Field Trip Challenge.

$8,000 Putnam Heights Preservation Area

$8,110 WesTen District

$2,750 Windsor District

$4,500 City of Oklahoma City

$20,000 Sam Bowman Memorial Garden

$39,665 Rebloom / ReLeaf Grants

$188,200 Total Wellness Grants

$30,000 American Lung Association

$3,600 Girls on the Run

$26,000 Love Grow Live Center

$20,000 Lynn Institute

$30,000 Metro Tech Foundation (over 2 years)

$5,000 Myriad Gardens Foundation

$5,000 NewView Oklahoma

$15,000 Oklahoma Humane Society

$3,600 Positive Tomorrows

$50,000 YMCA of Greater Oklahoam City (over 2 years)

16 Oklahoma City Community Foundation

Nonprofit Partners

Charitable Organization Endowments

COE Program

The Charitable Organization Endowment program, one of the first efforts at the Oklahoma City Community Foundation, is one of the largest in the nation. In 1970, Jasper Ackerman established the first endowment fund at the Community Foundation to benefit the National Cowboy and Western Heritage Museum. Today, the program has 388 charitable organizations, many with multiple funds.

Fund Management and Administration

• We process all gifts to the funds, mail acknowledgements to donors and provide nonprofits with annual fund reports of gifts, distributions and investment performance.

• Nonprofits can access their fund balance, gifts, distribution history and quarterly investment performance 24/7 at occf.org/ fundportal .

Expertise

• Planned Giving Services — Our team can work with you to expand your gift acceptance options and help guide nonprofits and their donors through their planned giving options.

• Training and Networking — Connect with nonprofit professionals and learn best practices at our free workshops designed to help you grow your endowment. Visit occf.org/ training.

Give Smart OKC

Give Smart OKC.org is a free resource offered by the Community Foundation. Research over 350 nonprofits in central Oklahoma and find any nonprofit you want to support by using the search box or filtering by topic area. You can have peace of mind when researching charities knowing that the green check mark at the top of any profile is a recently vetted nonprofit by Community Foundation staff.

Learn more at occf.org/Give Smart OKC .

Matching Grants

Designed to engage donors and help nonprofits grow their endowment funds, generous donors have helped nonprofits through endowment matching grants since 1979. To learn if you qualify and how to apply, visit matches.occf.org .

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New in 2022: Charitable Organization Endowment (COE) Funds

• indicates Designated Fund established under existing Endowment Fund.

Bridges of Norman

Boys and Girls Club of Oklahoma County

• Boys & Girls Club of Oklahoma County – Nancy B. Anthony Fund

Catholic Charities of the Archdiocese of Okl ahoma City

Cristo Rey of OKC

Dale K. Graham Veterans Foundation

Edmond Mobile Meals

• Terri Lee Horton Memorial Fund

Edmond Public Schools Foundation

• Blake Burgess Winning 10 Scholarship Fund

El Reno Public School Foundation

• Delana-Laird Scholarship Fund

• Neathery Family Scholarship Fund

• Dr. Kent Carder Memorial Scholarship Fund

El Sistema Oklahoma

• Schwartz Family (S. Elizabeth, Dr. M.J., Dr. Elliott R, Pam and Annie)

Instrument Acquisitions and Preserv ation Fund

Farzaneh Family Cyrus of Persia Scholarship Endowment Fund Girl Scouts –Wester n Oklahoma

• Camp Trivera Programs Fund

In Search of The Lord’s Way

• Joanita Law rence Fund

Lilyfield

Longhorn Football Team One

Mobile Meals of El Reno

Oklahoma Arts Institute

• Schwartz Family (S. Elizabeth, Dr. M.J., Dr. Elliott R., Pam and Annie) Angel Fund

Oklahoma Baptist Homes for Children

• Brannan Family of Chickasha, Oklahoma (Toy, Audie, Betty Jean and Jo Ann) Legacy Fund

Oklahoma Energy Trails Foundation

Oklahoma FFA Foundation

• Wes and Lou Watkins Making Things Better Fund

Oklahoma Foundation for the Disabled

• Lois Jetta Miller and Phyllis Corean Davis Creative Expressions Fund

Oklahoma Society

Daughters of the American Revolution

• Tulsa Chapter Endowment

Oklahoma State University Foundation

• OSU Paul Milburn Tutoring Center Fund Redlands Community College

• Austin Family Endowed Scholarship United Way of Central Oklahoma

• 100th Anniversary Fund

• Doug Stussi Financial Stewardship Fund –Established by the Love Family

• Wharton Family Mental Health Fund – Established by the Love Family

Vian Community Foundation

Westview Boys Home

• Milburn Endowment Fund

18 Oklahoma City Community Foundation
$10.8M FY22 NONPROFIT DISTRIBUTION Arts & Culture 17% Education 49% 10% Social Services 7% Community Development Distributed from Charitable Organization Endowments between July 1, 2021 and June 30, 2022. Youth Services Health & Science-Related Animals & Environmental Religious 5% 4% 3% 5% 19 2022 Annual Report

Building a Field, Creating Opportunities

Ten years in, Fields & Futures has become a positive force for Oklahoma City Public Schools, elevating their athletic facilities and helping give students a brighter future. They’ve remodeled 65 fields at 17 middle and high schools, but, more importantly, it’s making a difference in the classroom. Student athlete participation rates have skyrocketed, allowing

coaches to raise their standards and hold students accountable. If they don’t have the grades, they don’t play. Students are stepping up to the plate — if they stay to play, they graduate.

“If you build it, we’ve seen they’ll come, but how do we continue to grow participation? That field is the coach’s classroom, and it must be

That first field we did, we just wanted to show the kids we cared. We figured we’d try one and see what happened, and oh man. We knew we had something special there.”
“ 20 Oklahoma City Community Foundation
— Tim McLaughlin Fields & Futures co-founder

A Touchdown for Oklahoma High School Athletics

Each field is individually considered for the school and students’ needs and built with maintenance and longevity in mind. Fields & Futures is working to make these facilities a forever-gift through their endowment at OCCF, leveraging a KFF matching grant of $1 million in fiscal year 2022.

maintained. Schools run on state funding, and that means there’s quite an ebb and flow to their funding. We didn’t want to be subjected to that. We didn’t want to raise funds, build it and five years later have it dilapidated,” Tim said.

They started talking to donors about ‘forever gifts,’ and, in 2016, they set up an endowment fund at the Oklahoma City Community Foundation with the goal of growing it large enough that the annual distribution could support all their field maintenance. With 65 fields to maintain, that’s a lofty goal, but by partnering with the Community Foundation and strategically applying for matching grants through the Kirkpatrick Family Fund, they are making it a reality.

“Everyone enjoys that their money will get a return, so when you say for every $3 you give us, it will be matched $1, and that will help us unlock $1 million, they respond. The fact that their gift will be exponential and it will be managed by a reputable organization like OCCF really helps give credibility, and donors like that,” Tim said.

But for Tim, the real return is that nearly all the campuses have been remodeled or have plans in place, and that leads to opportunities for those kids. Teams are like family creating aspirations beyond graduation that did not exist before — from there, the possibilities are endless.

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Kirkpatrick Family Fund

John and Eleanor Kirkpatrick understood that access to quality health care was an important factor in a community’s overall quality of life. They recognized the importance of women’s health care and understood it was a crucial component in addressing underlying barriers to reaching aspirations, and the well-being of families. Under Chris Keesee’s leadership, the Kirkpatrick Family Fund has contributed

significant support to reduce the teen birth rate in Oklahoma County and expand sexual health education for youth in central Oklahoma.

Initiatives funded by the Kirkpatrick Family Fund have lent support to the broader public and private efforts, which have resulted in a decrease in the teen birth rate by 52% from 2010 to 2020. This decline in Oklahoma County can be credited to expanded programs

Did you know?

Oklahoma is currently ranked 4th in the Nation for the highest number of teen births.

— Centers for Disease Control and Prevention, Number of births per 1,000 females aged 15 - 19

22 Oklahoma City Community Foundation

and collaboration between service providers, community partners and civic and faith-based leaders to provide comprehensive, ageappropriate, evidence-based initiatives in central Oklahoma. Through a strategic partnership with Variety Care, Oklahoma’s largest network of community health centers, and Crooked Oak School District, the Kirkpatrick Family Fund recently granted $1.25 million toward the development of an innovative, school-based clinic. Built in the center of the Crooked Oak School District campus, this Variety Care clinic will become the hub for the Teen Clinic program, educating middle and high school students to prevent teen pregnancy, avoid repeat pregnancies for teen parents and support pregnant and parenting teens to ensure they graduate. The establishment of the clinic will bolster existing sexual health education programming and increase access to contraception, including Long-Acting Reversible Contraception (LARC) and other forms of birth control in a zip code with one of the highest teen birth rates in Oklahoma County.

Crooked Oak Superintendent Brad Richards’ commitment to this project has been a driving force in its realization and signals the clinic’s enduring impact. This health center at Crooked Oak can be the spark for lifelong prevention and wellness, school success, graduation and higher education leading to greater lifelong earnings and a significantly improved quality of life. The establishment of the Crooked Oak clinic is a demonstration of the Kirkpatrick Family Fund’s longstanding commitment to women’s health care and teen pregnancy prevention.

John and Eleanor Kirkpatrick established the Kirkpatrick Family Fund in 1989 with the mission of investing in ideas and leadership that contribute to and advance the cultural, civic and social priorities of the communities it serves. To date, the Kirkpatrick Family Fund has pursued this mission across many areas of need, contributing more than $148 million through project, operating and endowmentbuilding grants.

Collaborative Clinic Course

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Crooked Oak School District students take classes in the school-based clinic funded in part by the Kirkpatrick Family Fund.

Kirkpatrick Family Fund Grants, Fiscal Year 2022

In fiscal year 2022, the Kirkpatrick Family Fund awarded grants totaling $10,021,580 to 184 organizations.

Animals

• Cheyenne Mountain Zoological Society–$125,000 to support the Elevate Capital Campaign

• Fund for Animals– $25,000 annual grant

• Humane Society of the Pikes Peak Region– $50,000 to support veterinary clinic renovation and expansion

• Wildlife Conservation Society– $50,000 annual grant

Arts & Humanities

• American Indian Cultural Center Foundation– $125,000 to support the Five Moons Theater

• Arts Council Oklahoma City– $30,000 to support general operations

• Campbell Art Park Visual Art Fund–$165,000 to support Gonzalo Lebrija’s Breve Historia del Tiempo art installation

• Church in the Wildwood United Church of Christ– $17,600 to support the Handbell Conference

• Colorado College– $25,000 to support free community programming

• Fine Arts Institute of Edmond– $30,000 to support general operations

• Green Box Arts Project– $485,000 to support the 2022 Green Box Arts Festival

• History of Oklahoma City Parks Book Fund– $75,000 gift in honor of Brian Dougherty

• Marfa Book Fund– $150,000 to support production expenses

• OK Let’s Dance Fund– $400,000 to support OKC Dance Days

• Oklahoma Children’s Theatre– $20,000 to support general operations

• Oklahoma City Ballet– $100,000 to support the artistic director search and community engagement

• Oklahoma City Repertory Theatre Group– $50,000 to support general operations

• Oklahoma Contemporary Arts Center–$1,500,000 to support general operations

• Oklahoma Historical Society– $164,000 to support the Kirkpatrick Family Archive

• Oklahoma Humanities– $30,000 to support the Let’s Talk About It program

• Oklahoma Museums Association–$20,000 to support general operations

• Oklahoma Shakespeare in the Park–$50,000 to support general operations and equipment support

• Oklahoma Visual Arts Coalition–$20,000 to support general operations

• Oklahomans for the Arts – $40,000 to support the Arts Education Dashboard and general operations

• Ormao Dance Company– $20,000 to support the 2021-2022 season

• Painted Sky Opera– $20,000 to support general operations

• Paseo Artists Association– $25,000 to support general operations

• Ralph Ellison Foundation– $25,000 to support general operations

• Untitled Art Space, Inc.– $20,000 to support general operations

• Westminster Presbyterian Church – $50,000 to support repairs to the historic organ

• William Fremont Harn Gardens– $30,000 to support general operations

Children, Youth & Families

• Big Brothers Big Sisters of Oklahoma–$15,000 to support One-to-One

Mentoring in Norman and Oklahoma City

24 Oklahoma City Community Foundation

• Boys and Girls Club of Oklahoma County– $50,000 to support general operations

• Calm Waters Center for Children and Families, Inc.– $15,000 to support general operations

• Center for Children and Families–$30,000 to support general operations

• Citizens Caring for Children– $15,000 to support the Resource Center and Back2School program

• Positive Tomorrows– $25,000 to support general operations

• Special Care– $25,000 to support general operations

Community Development

• Executive Service Corps of Central Oklahoma– $17,500 to support consulting services for nonprofits

• Mile High Youth Corps– $18,480 to support trail building

• Mollie Spencer Farm, Inc.– $331,000 to support 2022 Farm Expenses

• Neighborhood Alliance of Central OK–$30,000 to support general operations

• Neighborhood Services Organization, Inc.– $20,000 to support general operations

• Oklahoma Center for Nonprofits–$25,000 to support the Professional Fundraising Certification Program

• Payne Education Center– $20,000 to support general operations

• Possibilities, Inc. – $20,000 to support general operations

• Ute Pass Historical Society– $30,000 to support restoration of the Historic Land Office in Green Mountain Falls

• Yukon Community Support Foundation–$30,000 to support City of Yukon Special Events

Health

• D-DENT– $30,000 to support restorative care

• Health Alliance for the Uninsured Inc.–$30,000 to support general operations and capacity expansion

• Hearts for Hearing– $15,000 to support the Mobile Audiology Unit

• Oklahoma Medical Research Foundation– $25,000 annual grant

• Planned Parenthood Great Plains–$250,000 to support teen pregnancy prevention

• Teen emPower! Inc.– $60,000 to support general operations

• THRIVE, Inc.– $250,000 to support teen pregnancy prevention

• Town of Green Mountain Falls– $227,000 to support the Haring Fitness Court

• University of Oklahoma Hudson College of Public Heath– $15,000 to support the Healthier Oklahoma Initiative

• Variety Care– $1,525,000 to support Teen Clinic and establish the Crooked Oak Community Clinic

Human Services

• A Chance to Change– $25,000 to support general operations

• Heartline, Inc.– $30,000 to support general operations

• Metropolitan Better Living Center Inc.–$35,000 to support general operations

• Palomar– $20,000 to support Oklahoma City’s Family Justice Center’s Children’s Sanctuary

• Pivot, Inc.– $25,000 to support general operations

• Rebuilding Together OKC– $20,000 to support general operations

• Regional Food Bank of Oklahoma–$50,000 to support general operations

• ReMerge of Oklahoma County, Inc.–$25,000 to support general operations

• Sunbeam Family Services– $25,000 to support general operations

• The Urban Mission, Inc.– $25,000 to support the Kids in Need program

• United Way of Central Oklahoma–$150,000 to support general operations

• Upward Transitions (Travelers Aid)–$20,000 to support community outreach

Note: List excludes grants $10,000 and below. Of the total awarded, $2,053,000 went to charitable organization endowment funds at the Community Foundation.

25 2022 Annual Report

Kirkpatrick Family Fund

Matching Grants Program

Kirkpatrick Family Fund matches $1 for every $3 raised, unless otherwise noted.

Arts & Humanities

• Allied Arts of Oklahoma – $10,000

• El Sistema Oklahoma – $125,000

• Friends of Libraries in Oklahoma – $2,000

• Oklahoma Arts Institute – $125,000

• Oklahoma Humanities – $20,000

• Oklahoma Museums Association – $3,500

• Oklahoma Youth with Promise Fund – $100,000

• Oklahoma’s International Bluegrass Festival – $1,500

• Opry Heritage Foundation of Oklahoma – $20,000

• Paseo Artists Association – $1,000

Children, Youth & Families

• Boys and Girls Club of Oklahoma County – $500,000

• Down Syndrome Association of Oklahoma – $10,000

• El Reno Blessing Baskets – $5,000

• Girl Scouts - Western Oklahoma – $62,000

• Oklahoma Family Network – $25,000

• Positive Tomorrows – $50,000

Community Development

• Crown Heights-Edgemere Heights Improvement – $3,000

• Impact Oklahoma – $7,500

• Neighborhood Services Organization – $3,000

• Oklahoma Genealogical Society – $15,000

Education

• Cristo Rey Oklahoma City – $15,000

• El Reno Public School Foundation – $16,000

• Friends of the Norman Public Library – $20,000

• Kingfisher Educational Foundation – $12,000

• Northeastern Illinois University – $150,000

• Oklahoma City University Meinders School of Business –$20,000

• Oklahoma School of Science and Mathematics – $3,500

Environment

• Scissortail Park Foundation – $33,000

Health

• Good Shepherd Ministries of Oklahoma – $10,000

• Hearts for Hearing Foundation – $50,000

• Parkinson Foundation of Oklahoma – $80,000

Human Services

• Center of Family Love – $20,000

• Food and Shelter – $6,000

• Lilyfield – $15,000

• Mobile Meals of El Reno – $15,000

• Russell-Murray Hospice – $20,000

• Skyline Urban Ministry – $20,000

• The Urban Mission, Inc. – $4,000

• Wings, A Special Needs Community – $15,000

• World Neighbors – $250,000

26 Oklahoma City Community Foundation

Donors

Charitable Giving Made Easy

We can help you can make your biggest impact today.

Make an Impact

Our knowledgeable staff and leadership have created programs and initiatives that, with your generous support, can transform lives in central Oklahoma and beyond.

Help Students with Their Education

Through funds created by generous donors, the Oklahoma City Community Foundation awards more than $3 million to over 800 students across the state each year.

Support Community Nonprofits

You can choose to support a preexisting fund or create your own in support of your favorite qualified organization.

Meet Needs in the Community

Smarter Give Smart OKC.org is a free resource provided by the Foundation for donors to learn more about the organizations in their community.

Give

2022 Annual Report
As a signature program of the Community Foundation, the iFunds award annual grants to increase access to health care, provide opportunities for underserved children, keep older adults living independently in their own homes and display Oklahoma’s cultural heritage. Or, you can create your own field of interest fund to support a cause dear to you. Call our staff at 405-235-5603 to learn more about opportunities for you to make an impact.

Charitable Donations come from the Heart

“The texture of her hide is a lot softer than you would think!” Don Zachritz said, laughing as he petted Achara through the bars of the elephant enclosure at the Oklahoma City Zoo. Even on a cool day in December, Don and Carolyn Zachritz were excited to see the elephants – their favorite exhibit at the zoo. If he had to pick one of his favorite causes to support, Don said it would be the Zoo because it’s close to his heart. For many years, Don served as a trustee of the OK Zoological Society so he could raise funds for the zoo. But in reality, he said it was so he could go behind the scenes to feed the baby elephants, or even the grizzly bears, so he could get up close to the animals he loves.

“People might have criteria when it comes to deciding how to give to a good cause,” Don said. “For me, my approach to giving comes from my heart. I try to find things that touch me, and then I support that organization financially and in person. Besides that,

there is nothing nicer when you’re a kid than a day at the zoo!”

Since 1997, Don and Carolyn have spread their joy for life and love for our community to nearly 300 nonprofits around the OKC metro area through the Don T. and Carolyn T. Zachritz Fund at the Oklahoma City Community Foundation. Organizations from Allied Arts to the OKC Zoo have received grants big and small from the Zachritz family. They support a wide array of causes, from arts and culture to children in need – touching countless lives.

“There are so many good opportunities to support,” Don said. “We’ve made hundreds of little grants that may not seem like much to some people, but to people at Infant Crisis Services who need diapers, or residents at the Center of Family Love who find joy in their employment program, or kids going to the zoo, it means the world to them, and that’s what counts to me.”

28 Oklahoma City Community Foundation

Trumpeting a Great Cause

Don & Carolyn Zachritz visit elephant Achara at the Oklahoma City Zoo.

Nearly 300 nonprofits around the OKC metro area, including the Oklahoma City Zoo, have benefited through the Don T. and Carolyn T. Zachritz Fund at the Oklahoma City Community Foundation.

Touching Strings of the Art

In May 2022, Don commissioned the Spirit of the Wind Harp, created by artist Ross S. Barrable, as a birthday gift to Carolyn. The sculpture is now on loan to Oklahoma City’s Will Rogers Park.

29 2022 Annual Report

Partnerships Making a Difference

A strong, vibrant Oklahoma where families thrive and individuals are not defined by their circumstances - that’s the Arnall Family Foundation (AFF)’s vision for our state; and with the Oklahoma City Community Foundation, they are working to make that vision a reality.

Through the Arnall Community Fund at OCCF, AFF partners with organizations to

create lasting change to systems associated with criminal justice reform, foster care and juvenile justice. In FY22, the Arnall Community Fund distributed nearly $4.8 million to nonprofits to achieve these goals.

“Oklahoma children impacted by the foster care and juvenile justice systems need a vast network of private, charitable and governmental support for them to grow

to their fullest potential,” said Sue Ann Arnall, founder and president of the Arnall Family Foundation. “We are committed to serving these children, their parents and foster parents through family-centered programs administered by thoughtful, caring organizations like those chosen for these grants.”

Criminal 30 Oklahoma City Community Foundation

OCCF’s experience supporting charitable causes has been instrumental in helping us expand our impact by quickly deploying resources to the community to help these organizations meet the needs of their clients.”

Tiny Homes Making a Big Difference

OCCF’s Arnall Family Fund supported Pivot in creating “Tiny Homes,” providing stable housing for transitional age youth who find themselves living without parental supervision.

“ 31 2022 Annual Report

Donors

Donors that gave $1,000 or more from July 1, 2021 through June 30, 2022.

David Behm

Cathy & Geof frey Canty

Thomas E. & Diane B. Criswell

95th Division Foundation

Ad Astra Foundation

Michael G. Adams

AGC BackOffice Suppor t Services

Dr. Steven C. Agee

Leigh Ann & Paul W. Albers

Patrick & Linda Alexander

Allen Samuels Volkswagen

Allied Arts of Oklahoma, Inc

Mr. Bradley A. Aman

American Banjo Museum

American Plant Products & Ser vices, Inc

American Society of Civil Engineers

Nancy & Bob Anthony

Arnall Family Foundation

B.C. Clark Jewelers, Inc

Ballard Miller Foundation

Bank of Oklahoma Foundation

Mr. G. Michael Barcum

John Barghols

Kerry M. Barnett Trust

Bay Entertainment LLC

Richard & Leah Beale

Mr. Philip Beard

Evelyn & Charles Belger

Phyllis V Bennett 1998

Irrevocable Trust

Bill & Deanne Bishop

Scott & Dyana Bishop

Blake & Chel sea Bixler

Dr. Rebecca Blackstock

John H. Bode

Julia Bolding

Steve & Karla Boone

Bowen Foundation

Boys and Girls Club of Oklahoma County

Bet ty Brannan

Jo Ann Brannan

Suzanne Broadbent

Larry J. & Diana D. Brown

D iane Bruce

Kim & Steve Bruno

Cathy Buchwald

Madeline Burger

Burns & Stowers, P.C.

Estate of Virginia Buttram

J. Christopher & Ruth Carey

CBRE Group Chicago

Center of Family Love

Child Care Inc

Children’s Health Foundation

Choctaw Parks Foundation, Inc

Church & Dwight Co., Inc

Robert H. & Sody M. Clements

Judge Nancy L. Coats-Ashley

George A. & Karla Cohlmia

Sam & Rita Combs

Community Foundation of Abilene

Ms. Melissa Conine Devine

Dr. William W. Cook, MD

Timothy & Jane Cook

Robert & D iane Cooke

Teresa Cooper

Ms. Ida J. Corn

David & Amy Cottrell

Cox Charities Foundation

Cox Communicat ions, Inc.

Cravin’ Flight Memorial Golf Tournament

Crown Heights - Edgemere Heights Improvement, Inc

Leslie Culpepper

Dale K Graham Veterans Foundation

Lawrence & Ronna Davis

Daystar Foundation & Library

Al & Rita Gunter Dearmon

Karen Delaney

Dell Technologies

Ms. Shelley Hall Denton

Department of Human Services for the State of Oklahoma

Devon Energy

Roger M. Dolese

Brian & Marileigh A. Dougherty

Douglass High School Class of 1972 Reunion Committee

Down Syndrome Association of Central Oklahoma

Ms. Donna J. Downs

Drs Priya Samant & Maximian D’Souza

C3 Capital, LLC

Jack Canine Estate

Cannon Storage Systems

Crescent Public Schools Foundation

Cristo Rey Oklahoma City Catholic High School

Shelly & Mordy Duke

Ms. Ann Dungan

W. Samuel Dykeman

A
B
C
D
32 Oklahoma City Community Foundation

David Edgren

Edmond Mobile Meals Inc

Edmond Public Schools Foundation Inc

Lloyd & Glenda Eisenhour

El Reno Blessing Baskets

El Reno Public School Foundation

Elite Martial Arts

Emanuel Hebrew Cemetery

A ssociation

Emanuel Synagogue

Sisterhood Account

Gerald & Signe Emmerich

Robert Epstein

Blake S. & Ashley Evans

Keith & Lori Evans F

F & M Bank

Arnold & Mari Fagin

Mr. Richard L. Farris

Fields & Futures

First Bethany Bank & Trust

Food and Shelter, Inc

Clara Mae Francis

Raymond and Miriam Freedman

Charit able Trust

Mr. Michael T. Freeman

Mr. Dennis R. Freie

Friends of Libraries in Oklahoma

Friends of the Norman Public Library

Frierson Educational Trust

John & Marsha Funk

Mr. Jay Gregston

HGalynda & Brady Hagood

Ms. Kathleen S. Hahn

Dr. Nancy K. Hall

Harvey Hampton

Steve & Melanie Hanebaum

Phyllis Howell

David A. & Lucinda B. Huffman

Ms. Jeanette L. Gamba

Mitchell & Kendra Gammons

Linda Gardner

Garner Stocker Foundation

Lori Garnett

Frank Garratt

Roy P. & Carmelita M. Garrison

Jack & Kristi Gilchrist

Mary Gilmore Caffrey

Girl Scouts - Western Oklahoma, Inc

Steve & Rhonda Godwin

Mr. Jimmy Goodman

Mr. David W. Gorham

GP Victim Impact Panel LLC

Graduate School of Banking at Colorado

Mike & Gail Grady

Greater OKC Alumnae Panhellenic Foundation

Ms. Nellie Green

Andrew & Judi E. Gregory

Mr. David Harkness

Harris-Howard Enterprises, Inc

James & Jean Ann Hartsuck

Janice Haunschild

Health Alliance for the Uninsured Inc

Hearts for Hearing

Arno & Lisa Heise

Heritage Hall School

Mr. Donald A. Herron

Chick & Yvonne Hilgenberg

Charit able Trust

Bill & Anna Hill

Susan & Jim Hillis

Joe & Marc ia Hogsett

Home Comfort Solutions

Quinton & Susannah Hooper

Carol J. & Mike Hopper

Gerald & Virginia Hornung

Hor ton Family

Mr. Randall Howard

IBEW Local Union 444

Integris Health

Omar & Karen Janjua

JLT Corporation

Charles B. & Sharon Johnson

Larry & Brenda Johnson

Oscar & Cher yl Johnson

Scott & Carol Johnson

Jones Longhorn Team One

Jackie L. Jones and Charles Cash

Ronald & Darlene Justice

Mr. Steven D. Kamm

Mr. B. Dan Kamp

Kate Family Foundation

Ms. Kathleen Kaufman

Mr. Chris Keesee

Mr. Michael M. Kelly

John A. & Jane F. Kenney

Estate of Thomas G. Kielhorn

Kirkpatrick Foundation, Inc

Mr. Jeffrey D. Knipe

Deborah Kosters

E
G
I
J
K
caret-right See entire list of our donors: occf.org/donors 33 2022 Annual Report

Mr. Larry J. Kramer and Dr. Meggin McIntosh

Ladies Music Club Of Oklahoma City

Neal & Joni Lane

Langston Development Fund, Inc - A

Brian Larrimer

Gar y Earl Lee

Theresa Lee

Joe Leonard

Larry & Creda Lewis

Liddle Kiddles Center

Lilyfield Inc

Brad Allan Lindemann

Linwood Early Learning Center

Al & Jere Litchenburg

Lobeck Taylor Family Foundation

Mike & Jane Lodes

Estate of Bobby Lee Loftis

Love’s Travel Stops & Country Stores

M

Dr. John E. Magerus

Pat Mahoney & Paul Middleton

Helma Mallard

Samantha Marley-Harrod & K.

Cullen Harrod

Herb & Mar ynm Martin

Mr. Steve Mason

Mr. Mike Massey

Mr. Doug Matheny

Kent A. Mauk

Richard & Leaunna Maxon

Ms. Anita May

Greg & Robin McAlister

John & Penny McCaleb

Donna & Robert McCampbell

McConaghie Dental Lab

McGee Foundation, Inc

John P. & Anna McMillin

Janet McNutt

Ms. Billi K. Meacham

Herman & LaDonna Meinders

Mercy Accounts Payable

Shared Services

Mrs. Mary Ellen Meredith

Harry & Hedra Merson

Mesta Park Neighborhood

A ssociation

Michael Egar and Phyllis Hibdon

Dr. Michael McLeod

Midland Group/Midfirst Bank

Larry L. & Donna N. Miles

Henderson & Barbara Miller

John W. Miller & Joyce L. Fetrow

Ed & Sherri Miller

Ms. Kay Milner

David Miner

Nova L. Minick

Mobile Meals of El Reno

Rob & Angela Moneyhan

Virginia Moomey

Moore High School Alumni Association, Inc

Ms. Vicki Moore

David & Sarah Morgan

Kenyon Morgan

Kay Morrison

Museum of the Red River

Oklahoma Society, Daughters of the American Revolution

Oklahoma State Board of Architecture

Oklahoma State Board of Licensure for Professional

David Neff & Suzanne Peck

Neighborhood Services

Organization, Inc

Broderick Neighbors

NewView Oklahoma, Inc

Councilwoman Nikki Nice

Mr. Michael R. North

Mrs. Mar ilyn North

OCT Equipment, LLC

Beth & Paul B. Odom III

OGE Energy Corp Foundation, Inc

William & Gladys O’Hare

OK Lions Meadows of Hope

Oklahoma Baptist Homes for Children

Oklahoma City Fire Dept.

Oklahoma City Firefighters Assoc.

Oklahoma City Jewish Foundation

Oklahoma Energy Trails Foundation

Oklahoma FFA Foundation

Oklahoma Historic al Society

Oklahoma Museums A ssociation

Oklahoma Parkinson’s Alliance

Oklahoma School of Science and Mathematics Foundation

Engineers and Land Surveyors

Oklahoma State Firefighters

Women’s Auxiliary

Oklahoma’s International Bluegrass Festival, Inc

Olive Hill Cemetery Association, Inc

One Gas Foundation, Inc

Julie Onstott

Richard Opdyke

Opry Heritage Foundation of Oklahoma

John E. Orr Estate

Mr. Zach Osko

OU Medicine, Inc

Arthur Parker

Richard & Gayle Parry

Paseo Artists A ssociation

Dilip & Vibha Patel

Ginger Pearson

Stacey & Alex Pezold

Trust of Marion P. Phillips

Randy & Peggy Pickle

Dr. Lor i Pickrell

Ms. Liz Picone

Mr. Justin Porter

Roger & Susan Post

L
N
O
P
34 Oklahoma
City Community Foundation

Pottawatomie County

Historic al Society

Nicholas and Renee Preftakes

Foundation

Martin & Rachel Proper

Ms. Madeline S. Pryor

QQuail Creek Bank

RMr. George J. Records

Records-Johnston Family Foundation, Inc

Megan & Stephen Rector

Redlands Community College Foundation, Inc

Mr. Kenneth R. Rees

Ms. Virginia Reid

Rental Concepts, LLC

Marvin & Linda Resnick

Retirement Investment Advisors, Inc.

CDR John D. & Cheryl T. Rickards

Mr. Derek C. Riggs

RJCL Properties, L.L.C.

Robert & Bettina Roberts

Jack & Alice Robinson

Louise Rodesney Living Trust

David & Anna-Faye Rose

JoAnn & Walter Ross

Charitable Fund

Leonard R. & D iane Rubin

Judy Ruby-Brown & David Brown

Russell-Murray Hospice

SSager Foundation Fund

Sappington Farms

Steven & Elizabeth Schatz

Kim & Bill Schlittler

Patricia & Fred Schonwald Jr.

Jacqueline Schraad

Scissortail Park Foundation

Security Bank

Shartel Boulevard Development Authority Inc

Jessica A. Sheetz-Nguyen & Kenneth M. Nguyen

Ben Sherrer

Gary & Joyce Sherrer

Robert & Virginia Sherrer

Linda Simonton

Paul L. & Helen I. Sisk Charit able Trust

Toni & Ken Snow

Southeastern Foundation, Inc.

Southern Nazarene University

Southwest Park and Recreation Training Institute

Caple A Spence MD PC

SSM Health EC

St angl Farms

Anthony & Mary Stangl

State of Oklahoma

Ms. Helen Stone

James C. Storin

Kather ine Storin

Katherine Marie Storin Trust

Ron Summers

TRichard & Glenna Tanenbaum

Dr. Mar tha Tarpay

Ms. Marilyn Taylor

TBL Parking LLC

Texoma Tournaments

The Funders Network

Matthew Thomas

Ronald E. & Sharon W. Thomas

James S. Thompson

Roy & Darlene Thornton

Mrs. Billie Thrash

Thomas Tillison Jr.

Brenda Anderson Toland

Larry & Mary Trachtenberg

Tracy Treps and Steve Huff

Pam Troup

T-Stone, LLC

Tony & Shelley Tyler U

Unite USA

United Petroleum Transports

United Way of Central Oklahoma

Warriors for Freedom Foundation

James J. Wasson

Water4

Wes & Elizabeth L. Watkins

Dr. Maril Weber

Robert S. & Tammy Weiss

Mr. Jack L. Werner

Larry & Leah Westmoreland

Westview Boys’ Home

Ms. Jane F. Wheeler

Pete S. & Lynne White

Whitmire Family Fund

Amber Williams

Gar y Williams

Ms. Cassandra L. Wilson

Wings Special Needs Community

Jon Womastek

Women of the South

Woodward Community Foundation

Betty Wooldridge

Paul S. & Conna D. Woolsey

World Neighbors

Allen & Jacque Wright

Joshua & Jennifer Wright

Vian Community Foundation

James & Catherine Waldo

John & Marsha Waldo

John & Misty Walker

Russell J. & Kather ine Walker

Ron & Cindy Ward

ZDon T. & Carolyn T. Zachritz

Gregg E. Zahn Trust

Paul P. Zanowiak Charitable Fund

Joe Zarella & Mary Blaess

Mr. Edward M. Zimmerman

V
W
caret-right See entire list of our donors: occf.org/donors 35 2022 Annual Report

In Memoriam

With appreciation for their lasting contributions to the community, we remember the following:

Phyllis Van Patten Bennett (1926-2022)

A medical librarian for Baptist Hospital and devoted mother of three, Phyllis found great joy in traveling, volunteering and supporting causes in the community. Her generous spirit will continue through the Bennett Family Scholarship she established to support students from single-parent homes.

Thomas Brewer (1941-2022)

After spending his early career as a civilian historian for the Air Force, Thomas found his true calling volunteering for a prison ministry. As an ordained deacon at St. Elizabeth Ann Seton Church for more than 20 years, his community support will continue through the Thomas M. and Patricia Dix Brewer Foundation Fund.

caret-left Sam Bowman (1939-2021)

A longtime leader at the Neighborhood Services Organization, Oklahoma City Community Foundation employee overseeing after-school programs, and ultimately as a city councilman, Sam advocated for strengthening neighborhoods and schools to better the community. His passion for

improving Oklahoma City will live on through a scholarship he established and several other funds he supported at the Community Foundation.

Michael Buchwald (1943-2021)

A beloved professor at the University of Oklahoma, Mike was bit by the theatre bug at just five years old. After graduating from the OU School of Drama in the 60’s, he joined the faculty. Forty years later, he remained an integral part of the department’s costume designs. Through the Mike Buchwald Costume Design Scholarship, his impact on the arts and aspiring art students will live on.

Michael Canfield (1950-2022)

As a lifelong Guthrie resident, Michael gave back to the community he loved as a business owner and church leader. Through a gift in his estate, he ensured that his support of the community and the causes he cared so much about will continue for years to come.

July 1, 2021 – June 30, 2022
36 Oklahoma City Community Foundation

Rita Detrick (1946-2022)

A longtime insurance agent, Rita will be best remembered as a doting mother, grandmother, farm wife and a loyal church patron. Through the Terry & Rita Detrick Christian Promotion Fund, her community support will continue for years to come.

John H. Holliman (1948 – 2021)

Passionate, articulate and knowledgeable, John was a beloved professor and director of Undergraduate Teaching Programs for the Department of Pathology at the University of Oklahoma College of Medicine. In 1996, he and his wife, Claudia, established the John and Claudia Holliman Affiliated Fund at the Community Foundation to enrich the social, cultural and educational opportunities for their neighbors today and in the future.

Olen V. Hurst Jr. (1937-2021)

A jack of all trades, Olen spent his career working as a chemical petroleum engineer. But, it was volunteering in his community of Stroud, Oklahoma, where he found the most joy, and his efforts didn’t stop at the town’s borders. His giving spirit will continue through a fund he established to support Oklahoma Christian University, and gifts he gave to Classen High School.

Dr. Bessie Jenkins (1933-2022)

For more than 40 years, Dr. Bessie devoted her life to educating students. Her tireless work and devotion to Redlands Community College and the El Reno community will be remembered through an endowment fund she and her husband established to support Redlands Community College.

Willa D. Johnson (1939-2022)

A passionate civil servant for the Oklahoma City community, Willa D. Johnson was a catalyst for many advancements in northeast Oklahoma City. In 2020, in honor of her tenacity and passion for making Oklahoma City a better place to live, the city established the Willa D. Johnson Recreation Center and a supporting endowment fund to ensure she will be remembered for generations.

Joffa Kerr (1935-2022)

Never one to sit still long, Joffa had four children and was volunteering with their schools and activities by the time her husband graduated law school, not to mention serving as a State Regent for Higher Education and building national prominence as a sculptor. Through contributions to the Community Foundation, her community leadership and generosity will continue for years to come.

Dr. Colby McLaurin (1978-2022)

Though he was a skilled and compassionate surgeon, Colby will be best remembered as a devoted father and husband, and an ardent follower of Christ. In 2019, he and his wife, Emily, established a fund at the Community Foundation so they can continue serving others for generations to come.

Kenneth Minick

Ken proudly served in the 506th of the 101st airborne division of the army and afterward operated his own business, Minick Materials, with his wife, Nova. The Minick Family is committed to making sure children in Oklahoma Baptist Homes for Children, and several other organizations, receive the support needed to reach their full potential.

37 2022 Annual Report

Jasmine Moran (1934-2022)

A singer and actress in London’s West End, Jasmine was swept off her feet by an American Air Force Lieutenant and relocated to Seminole, Oklahoma, where she made her home. For seven decades, she devoted herself to making Seminole a better place to live. Her legacy of leadership and volunteerism will live on through the Seminole Humane Society and Jasmine Moran Children’s Museum, supported by an endowment fund at OCCF.

Dr. Anne Morgan (1940-2022)

Oklahoma historian and philanthropist, Anne devoted her career to guiding foundations and philanthropists throughout the country. As a Trustee at the Oklahoma City Community Foundation, Kirkpatrick Family Fund and Kirkpatrick Foundation, she helped the organizations have a greater impact on the community today and in the future.

Leo Morrison (1934-2021)

A Korean War veteran, Leo spent his career working with and later running his father’s finance business, but it was his generous spirit that left the biggest impact. In 2004, Leo and his wife, Kay, established a fund at the Community Foundation to impact Catholic education and contributed to OCCF’s collective impact.

Eleanor Schmeh (1946-2022)

A beloved mother and grandmother, Eleanor’s varied career took her from teaching and university administration to working with the Girl Scouts and in insurance. She was a tireless and devoted volunteer logging thousands of hours helping with her children’s activities. After their son died in 2013, Eleanor and her husband, Al, set up the William J. Schmeh Memorial Fund to support education.

Lee Segell (1934-2022)

An Air National Guard veteran, pharmacist and real estate broker, Lee had three great passions in life: his beloved Sooners, his temple and mentoring young people. In 2005, he and his wife established a fund at the Community Foundation to ensure their community impact lives on.

Albert Skalovsky (1930-2022)

An army veteran, talented musician and brilliant businessman, Albert’s passion and drive made him a leader in the iron and steel industry as well as the community. Through the Skalovsky Family Fund, his generosity and leadership will continue to impact the causes he cared about.

38 Oklahoma City Community Foundation

Our

Financials and People

Assets June 30, 2022 June 30, 2021 Cash $ 3,985,000 $ 5,361,000 Investments 1,378,625,000 1,568,672,000 Real estate investments, net 11,636,000 13,067,000 Contributions receivable and beneficial interest in trusts 2,447,000 7,182,000 Property and equipment 26,550,000 22,779,000 Other assets 2,640,000 2,685,000 TOTAL ASSETS $ 1,425,883,000 $ 1,619,746,000 Liabilities Grants and program services payable $ 13,893,000 $ 13,746,000 Annuity contracts payable 1,968,000 2,044,000 Other liabilities 4,528,000 4,861,000 Charitable funds held for the benefit of other organizations 155,466,000 164,818,000 TOTAL LIABILITIES $ 175,855,000 $ 185,469,000 Net Assets Without donor restrictions $ 351,853,000 $ 387,457,000 With donor restrictions 898,175,000 1,046,820,000 TOTAL LIABILITIES AND NET ASSETS $ 1,425,883,000 $ 1,619,746,000 40 Oklahoma City Community Foundation

Amounts are presented net of activity on agency transfers.

Our annual independent audit report and the related audited consolidated financial statements with footnotes are available at occf.org/audit .

Revenues and Support June 30, 2022 June 30, 2021 Contributions $ 39,056,000 $ 116,040,000 Investment return (net) (169,869,000) 299,533,000 Change in value of split-interest agreements (884,000) 1,102,000 Administrative fees and other income 740,000 627,000 TOTAL REVENUES AND SUPPORT $ (130,957,000) $ 417,302,000 Expenses and Distributions Grants and program services $ 47,095,000 $ 39,627,000 General and administrative 5,077,000 4,987,000 Development 1,119,000 852,000 TOTAL EXPENSES AND DISTRIBUTIONS $ 53,291,000 $ 45,466,000 CHANGE IN NET ASSETS $ (184,248,000) $ 371,836,000 NET ASSETS AT BEGINNING OF YEAR 1,434,276,000 1,062,441,000 NET ASSETS AT END OF YEAR $ 1,250,028,000 $ 1,434,277,000
41 2022 Annual Report

Investment Performance: Fiscal Year 2022

Pooled Investments as of June 30, 2022. Amounts are gross of fees. » indicates Benchmarks

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.

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

Equities Fiscal Yr 07/21–06/22 Calendar YTD 01/22–06/22 3 Years (Fiscal) 5 Years (Fiscal) 10 Years (Fiscal) Oklahoma City Community Foundation -15.75% -21.00% 8.26% 9.40% 11.10% » S&P 500 -10.62% -19.96% 10.60% 11.31% 12.96% » MSCI ACWI GD -15.37% -19.97% 6.71% 7.54% 9.32% Fixed income Oklahoma City Community Foundation -8.63% -8.45% -0.45% 1.14% 1.44% » Bloomberg Barclays U.S. Aggregate -10.29% -10.35% -0.93% 0.88% 1.54% Alternatives Oklahoma City Community Foundation -2.83% -8.39% 2.09% 2.18% Total Return Oklahoma City Community Foundation -12.23% -15.91% 4.83% 5.99% 7.18% » 50% Russell 3000/ 15% ACWI Ex US/35% Bloomberg Barclays Capital G/C Int* -13.28% -16.95% 5.05% 6.24% 7.70%
-12.23 -13.28 -10% -20% 20% 10% 4.83 5.05 5.99 6.24 7.18 7.70 1 year ended June 30, 2022 3 years ended June 30, 2022 5 years ended June 30, 2022 10 years ended June 30, 2022  OCCF Total Return  Benchmark Composite Benchmark Indices*
42 Oklahoma City Community Foundation

Volunteer Committees: Fiscal Year 2022

Thank you to the following individuals who volunteered their time and expertise to serve on the following committees between July 1, 2021 and June 30, 2022.

Executive

Provides administrative and management oversight. All committee members served as Trustees during Fiscal Year 2021.

T. Scott Spradling, Chair Dr. Steven C. Agee Mike Collison

Steven C. Davis David Feroli Edward A. Krei

Investment

Oversees investment management and selects investment managers.

Dr. Steven C. Agee, Chair Martha Burger Mike Collison

Steven C. Davis Mark Funke Edward A. Krei

James Ma Dr. Ken Miller Shelley Sanders

Charles Wiggin Paul Dudman, ex officio Kirkland Hall, ex officio

Chris Keesee, ex officio

Audit

Provides oversight on annual audi t process.

David Feroli, Chair Mike Collison Eddie Ditzler

Rick Johnson Edward A. Krei T. Scott Spradling

Suye Wang

Trustee Scholarship Initiative

Provides oversight for the Trustee Scholarship Initiative programs.

Michael Carolina, Chair Nolan Coyle Al ana House

Oscar Jackson Patricia Kelly Edward A. Krei

Jean Lehr Jessica Martinez-Brooks Anita May

Diane Ming DJ Morgan Christin Mugg

Ashley Stevenson

Charitable Organization Endowment Program

Provides guidance and oversight for the Charitable Organization Endowment Program and Give Smart OKC.org.

Edward A. Krei, Chair Liz Charle s Ed Crane

Brenda Granger Shelley Sanders Beth Shortt

Parks & Public Space Initiative / Margaret Annis Boys Trust

Reviews and provides insight on public parks and beautification projects and grants.

Vicki Howard, Chair Mark Bays Mary Caffrey

Denyvetta Davis Leslie Hudson A.Jaye Johnson

Elaine Lyons Georgie Rasco Jane Sutter

Renate Wiggin Marsha Funk, ex officio

iFunds: Opportunities for Children

Reviews and provides oversight for the Opportunities for Children iFund grants.

Leigh Ann Albers, Chair Ray Bitsche Matilda Clements

Edward A. Krei Jennifer Stewart Alison Taylor

iFunds: Access to Health Care and Services for Older Adults

Reviews and provides oversight for the Access to Health Care and Services for Older Adults iFund grant programs.

Leigh Ann Albers, Chair Linda Brinkworth Halley Brunsteter-Reeves

Keith Kleszynski Cathy Lippard Robert Salinas

iFunds: Culture & Community

Reviews and provides oversight for the Access to Health Care and Services for Elderly iFund grant programs.

Ann Johnstone, Chair Paulette Black Kim Cooper Hart

Joan McGuire Steve Mason Deborah McAuliffe Senner

Debbie McKinney T homas Tran

Wellness Initiative

Provides oversight for Wellness Initiative activities and grant requests.

Talita DeNegri, Chair Mike Chavez L’Toy a Knighten

Ed Long Jonas Mata St eve Petty

Jess Schwager Destiny Warrior Ashley Weedn

43 2022 Annual Report

Staff

The Oklahoma City Community Foundation employs a staff of professionals with expertise in the areas of donor services, financial management and accounting, development, communications, scholarship administration and program services.

Trisha Finnegan President & CEO

405.606.2904 | t.finnegan@occf.org

Kelley Barnes Vice President, Community Engagement

405.606.2942 | k.barnes@occf.org

Lauren Barnes Communications Coordinator

405.606.2932 | l.barnes@occf.org

Andrea Barry Accountant

405.606.2969 | a.barry@occf.org

Kaleb Brown Communications Specialist

405.606.2952 | k.brown@occf.org

Joe Carter Vice President, Development

405.606.2914 | j.carter@occf.org

Kayla Cervi

Donor Services Accountant

405.606.2903 | k.cervi@occf.org

Liz Charles Senior Program Officer, Kirkpatrick Family Fund

405.767.3702 | l.charles@occf.org

Julie Dais Director of Advisor Partnerships & Planned Giving

405.606.2902 | j.dais@occf.org

John Derby IT Helpdesk Technician

405.606.2973 | j.derby@occf.org

44 Oklahoma City Community Foundation

Liz Eickman

Director, Kirkpatrick Family Fund

405.767.3702 | l.eickman@occf.org

Rick J. Fernandez

Coordinator for Counselor and Development Outreach

405.606.2919 | r.fernandez@occf.org

Emily Fields

Archivist

405.606.2913 | e.fields@occf.org

Rhonda Godwin

Vice President, Investments

405.606.2916 | r.godwin@occf.org

Lanc Gross Parks & Wellness Programs Manager

405.606.2957 | l.gross@occf.org

Teresa Keever Executive Assistant

405.606.2939 | t.keever@occf.org

Shree Ledford

Gifts and Program Activity Manager

405.606.2950 | s.ledford@occf.org

Cathy Lippard

Vice President, Fund Management

405.606.2915 | c.lippard@occf.org

Jared Mabrey

Graphic Designer

405.606.2923 | j.mabrey@occf.org

Dan Martel

Vice President, Communications

405.606.2941 | d.martel@occf.org

Jennifer Meckling

Director, Charitable Organization Endowment Program

405.606.2951 | j.meckling@occf.org

Wanda Minter

Scholarship Programs Manager

405.606.2907 | w.minter@occf.org

45 2022 Annual Report

Laura Moon Director, Donor Grants Management

405.606.2929 | l.moon@occf.org

Kira Moses Database & Gifts Coordinator

405.606.2910 | k.moses@occf.org

Kim Moyer Director, Publications

405.606.2922 | k.moyer@occf.org

Emma Newberry-Davis

Programs Manager, Kirkpatrick Family Fund

405.767.3702 | e.newberry-davis@occf.org

June Owens Manager, Human Resources & Tax Compliance

405.606.2937 | j.owens@occf.org

Tiffany Peterson Director, Fund Accounting

405.606.2906 | t.peterson@occf.org

Karen Rains

Accountant

405.606.2930 | k.rains@occf.org

Angela Salyer

Office Manager

405.606.2927 | a.salyer@occf.org

Lauren Schlepp

Archivist, Kirkpatrick Family Fund

405.767.3702 | l.schlepp@occf.org

Bill Schmid

Facility Manager

405.606.2931 | b.schmid@occf.org

Jess Schwager

Director, Scholarship Programs

405.606.2917 | j.schwager@occf.org

Joel Schwartz Director, Information Technology

405.606.2901 | j.schwartz@occf.org

46 Oklahoma City Community Foundation

Nancy Stearns

Office Manager, Kirkpatrick Family Fund

405.767.3702 | n.stearns@occf.org

Jennifer Stewart Director, Donor Services

405.606.2912 | j.stewart@occf.org

Helen Stone Vice President, Administration

405.606.2921 | h.stone@occf.org

Tracey Strader

Community Programs Manager

405.606.2936 | t.strader@occf.org

Sereida Thompson

Human Resources & Payroll Specialist

405.606.2983 | s.thompson@occf.org

Keaton Van Sickle

Grants & Programs Coordinator

405.606.2920 | k.vansickle@occf.org

Michelle Wallace Scholarship Programs Specialist

405.606.2918 | m.wallace@occf.org

Julia Witcher

Grants Specialist, Kirkpatrick Family Fund

405.767.3702 | j.witcher@occf.org

Leslie Woodward Community Programs Manager

405.606.2911 | l.woodward@occf.org

Joni Younts

Receptionist

405.606.2947 | j.younts@occf.org

Patricia Zeiler

Accountant, Audit & Reporting

405.606.2924 | p.zeiler@occf.org

47 2022 Annual Report

Trustees

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

David J. Feroli

Chairman Partner (retired), KPMG, LLP

Dr. Steven C. Agee

Dean Emeritus & Professor of Economics, Oklahoma City University

Leigh Ann Albers

Community Volunteer

Michael Carolina

Executive Partner, Magellan Executive Partners

Mike Collison

The Anschutz Company

Talita DeNegri Retired Educator

Mark Funke

President, MWF Management, LLC (Term ended June 30, 2022)

Vicki Howard

Community Volunteer

Rick Johnson

Trustee/Manager of Malzahn Family Limited Partnership (Term began July 1, 2022)

Edward A. Krei Treasurer Bank Consultant

48 Oklahoma City Community Foundation

Christin V.

Mugg

Partner, Ball Morse Lowe and Edmond City Councilor

Dr. Robert Salinas

Director of Community Medicine, OU College of Medicine

Shelley Sanders

Managing Director, Auric Road Wealth Management

T. Scott Spradling

Past Chairman

Attorney, Hartzog Conger Cason

Trisha Finnegan

President & CEO

Kelley Barnes

Vice President, Community Engagement

Joe Carter

Vice President, Development

Rhonda Godwin

Vice President, Investments

Pete White

Councilor (Retired), City of Oklahoma City

Charles Wiggin

Founder/President and CEO of Wiggin Properties

Chris Keesee

Chairman, Kirkpatrick Bank Ex Officio

Steven C. Davis

Attorney, Hartzog Conger Cason

General Counsel & Secretary, Ex Officio

Officers

Cathy Lippard

Assistant Treasurer

Vice President, Fund Management

Dan Martel

Vice President, Communications

Helen Stone

Assistant Secretary

Vice President, Administration

49 2022 Annual Report
occf.org home facebook-square instagram twitter-square @occforg coin givesmartokc.org running keepmovingokc.org linkedin linkedin.com/company/occf youtube-square youtube.com/occforg Location 1000 N. Broadway Ave. Oklahoma City, OK 73102 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 405.235.5603 info@occf.org
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