Sarkeys Foundation 2023 Annual Report

ANNUAL REPORT 2023 SARKEYS FOUNDATION Improving the quality of life in Oklahoma

Table of Contents MESSAGES FROM EXECUTIVE DIRECTOR & BOARD PRESIDENT

4-5

THE GENESIS PROJECT

6-7

BOYS & GIRLS CLUB OF BARTLESVILLE

8-9

UNITED WAY OF POTTAWATOMIE COUNTY

10-11

MODUS

12-13

EL RENO BLESSING BASKETS

14-15

SOUTHWEST REGIONAL LEADERSHIP FORUM

16-17

BY THE NUMBERS

18-19

GRANTS AWARDED

20-25

GRANT GUIDELINES & RESOURCES

26-27

STATEMENTS OF FINANCIAL POSITION & ACTIVITIES

28-29

BOARD & STAFF

30 3

A Message from Kim Henry

Executive Director

It is with great pleasure that I present to you the 2023 Sarkeys Foundation Annual Report. This past year has been a testament to our commitment to fostering positive change and empowering communities. We remain steadfast in our mission to support nonprofits that aim to improve the lives of Oklahomans. Through strategic grantmaking and partnerships, we continued to make meaningful contributions to education, healthcare, and social services.

Since 1962, Sarkeys has committed more than $135.2 million to support nonprofits addressing community needs throughout Oklahoma.

I am thrilled to share that, in addition to our ongoing grantmaking, we held the Southwest Regional Leadership Forum for the first time in four years, which proved to be a resounding success. This forum brought together leaders from across the region to discuss pressing issues, share best practices, and promote collaboration. It was an invaluable opportunity to strengthen the network of change-makers dedicated to our communities.

At the Forum, we showcased a compelling video highlighting the Sarkeys College Scholarship Program through TEEM at the Mabel Bassett Correctional Center. This initiative has been nothing short of a success story, empowering women within the correctional facility to pursue higher education, chart a new path forward, and ultimately break the cycle of incarceration.

I want to express my heartfelt gratitude to our board members, staff, and grantees for their unwavering commitment to our mission to improve the quality of life in Oklahoma. Your passion and dedication inspire us every day.

Together, we will continue to create positive change and build a brighter future for Oklahoma.

“fostering positive change and empowering communities” 4

A Message from dan little

board president

It is with immense pride and gratitude that I reflect on my tenure as president of the Board of Trustees for Sarkeys Foundation. The year 2023 proved to be a remarkable chapter for the Foundation’s portfolio, despite the prevailing uncertainties in the national and global economies and pessimistic forecasts of a recession. Undeterred, our board remained steadfast in our commitment to our long-term investment strategy, a decision that bore fruit with a notable 15.5% return, propelling our assets beyond the $108 million mark by the end of November 2023.

Our unwavering focus remains on advancing the legacy of Mr. Sarkeys by improving the quality of life in Oklahoma. In 2023 alone, Sarkeys awarded over $3.8 million to 141 deserving nonprofits across the state, furthering our mission and impact.

I am deeply grateful for the privilege to have served alongside dedicated nonprofits and individuals who share a common vision of creating a better Oklahoma for all. As we look to the future, let us carry forward the legacy of generosity and impact, ensuring a brighter future for generations to come.

“ensuring a brighter future for generations to come”

5

grants at work

The genesis project

jones, oklahoma

Established in 1985, The Genesis Project emerged from the collective concerns of a group of individuals witnessing a troubling trend: an increasing number of children under 12 years old being placed in psychiatric hospitals due to the absence of suitable residential care facilities. The Genesis Project was founded on the belief that children can receive adequate treatment in a nurturing, home-like environment, mirroring the level of care provided in hospital settings.

Genesis is dedicated to delivering the highest quality trauma-informed care to boys between the ages of six and 12. These boys have endured traumatic events and complex trauma, leading to severe behavioral and emotional challenges. Many of them have experienced multiple unsuccessful foster family placements, exacerbating their vulnerabilities.

Genesis stands apart as the sole provider catering to this specific population, offering tailored support and interventions to address their unique needs comprehensively.

Sarkeys Foundation has recognized the vital work of The Genesis Project by awarding a $25,000 grant to support the operations of its residential treatment facility.

This funding plays a crucial role in ensuring that boys who have been removed from their homes receive the necessary assistance to rebuild trust, confidence, and decision-making abilities. Ultimately, the aim is to instill hope for a brighter future and pave the way for their eventual reintegration into loving family environments. Through its unwavering commitment and innovative approach, The Genesis Project continues to make a profound impact on the lives of vulnerable children, shaping their journey towards healing and resilience.

6

“When I talk about The Genesis Project, I want people to understand the incredible capacity for love and resilience within our organization and clients. Our boys are among the most love-hungry individuals I’ve ever encountered, seeking connection, and understanding amidst their struggles.

Equally remarkable is the dedication of our staff, who consistently demonstrate unconditional love, patience, and grace in their interactions. This unwavering support fosters an environment where our boys can heal and thrive.”

Braily Perciful, Staff Member The Genesis Project

campus cares “Campus Cares” is a transformative initiative where a boy plans a special day out with a chosen staff member. From arcade adventures to amusement parks and dinner outings. The idea came about after The Genesis Project recognized the need for boys without family connections to have personal time with a staff member off campus.

Campus Cares gives the boys a goal to work towards and something to eagerly anticipate, while building relationships, a key component of a trauma-informed environment.

equine therapy The boys find solace and joy in our Equine Therapy program, where the unique connection between horses and humans becomes a catalyst for healing.

The genuine affection and connection formed during these sessions not only provide emotional support but also foster a sense of trust, confidence, impulse control, building boundaries, communication, and education.

halloween bash Last year, the community came together to create an unforgettable Halloween experience for the boys. Volunteers organized a trunk or treat, transforming the space into a festive haven. The night featured Halloween games, including the beloved mechanical bull, creating an atmosphere of laughter and excitement.

This event went beyond the celebration of Halloween; it fostered a sense of community, belonging, and shared joy.

frontier city Our boys revel in the thrill of a day trip to Frontier City, a local amusement park.

This experience provides them with a day filled with laughter and excitement, as they explore the rides, games, and attractions. These day trips create lasting memories and moments of pure happiness. The boys return with a renewed sense of enthusiasm and a shared bond that contributes to their overall well-being.

ymca sports The boys actively participate in YMCA sports, having the opportunity to engage in soccer, football, basketball, and baseball. Teams practice almost daily at Genesis, fostering a unique and impactful bonding experience.

The sports program extends beyond the physical activities, serving as a catalyst for camaraderie and friendship among the boys. Additionally, the coaching dynamic not only strengthens the boys’ skills but also nurtures mentorship and positive relationships between the boys and staff.

7

grants at work

boys & girls club

bartlesville, oklahoma

Since its inception in 1954, the Boys and Girls Club of Bartlesville has served as a cornerstone of support for children, providing a nurturing environment where they can thrive, develop character, and explore their talents.

Despite Boys & Girls Club of Bartlesville’s longstanding presence and invaluable services, there remains a significant disparity in resources available to children in Dewey, hindering their access to the enhanced afterschool programs and nutritional support offered at the Bartlesville Club. The Bartlesville Club endeavors to bridge this gap by operating a bus service from Dewey Public School to their facility. However, the demand for seats on the bus exceeds availability, leading to rapid filling upon enrollment. Consequently, many Dewey students are left without transportation options, depriving them of the opportunity to engage in enriching programming, ensure food security, and have a secure post-school haven.

8

grants at work

new Boys and Girls Club facility in Dewey, ok

in 2023, Sarkeys Foundation awarded a $50,000 grant to the Boys and Girls Club of Bartlesville, earmarked for the construction of a new Boys and Girls Club facility in Dewey. This initiative aims to fill the void in afterschool programming in Dewey, offering a lifeline to parents and children who currently lack viable options for enrichment and support beyond the school day.

9

grants at work

united way of pottawatomie county shawnee, oklahoma april 19th tornado

United Way of Pottawatomie County (UWPC) strengthens communities by mobilizing resources to collaborate for the common good. UWPC mobilizes volunteers, seeks business engagement, and addresses the pressing needs within its community, particularly focusing on high-risk youth, families grappling with poverty, and the provision of basic and emergency assistance.

On April 19, 2023, a tornado struck Shawnee leaving an indelible mark in the community’s memory as a day of unparalleled challenge and resilience.

“The timeline and process of recovery looks different for every single person. This work is heavy and exhausting, but I am encouraged and inspired by the number of resources and help within our community. It is our goal to see every single individual and family that was impacted fully recover from the tornado!”

Laura Barrow Disaster Recovery Coordinator

10

Photos by Countrywide and Sun

grants at work Responding to the imperative for sustained assistance, United Way of Pottawatomie County spearheaded the creation of the Pottawatomie County Long Term Recovery Group in October 2023. This pivotal initiative aims to bridge the gap in addressing unmet needs by providing comprehensive disaster recovery services to individuals and families across Pottawatomie County who were profoundly affected by the Shawnee tornado. Through strategic coordination and unwavering dedication, UWPC continues to be a beacon of hope and resilience, driving the community towards a brighter future despite the formidable challenges faced.

In the aftermath of the tornado in Shawnee, approximately 2,000 homes lay damaged, with over 300 of them either destroyed or suffering significant harm. Shockingly, nearly half of these affected households were uninsured, while 72% of Shawnee endured days without power. These statistics only begin to encapsulate the profound extent of the catastrophe. Amidst the chaos, Shawnee united in solidarity to navigate through this unprecedented trial.

In a remarkable display of solidarity and compassion, community leaders orchestrated the establishment of the Shawnee Recovery Fund through the United Way of Pottawatomie County. Sarkeys Foundation, recognizing the urgent need for support, allocated a $25,000 grant in 2023 and pledged an additional $25,000 towards the ongoing relief efforts.

Sarkeys allocated a $25,000 grant in 2023 and pledged an additional $25,000 towards the ongoing relief efforts.

11

grants at work

el reno blessing baskets

el reno, oklahoma

El Reno Blessing Baskets is dedicated to serving financially challenged families in Western Canadian County year-round, offering essential support through a variety of programs tailored to meet specific needs within the community. Its commitment extends to providing nutritious food during critical periods when access may be limited for families, such as school breaks and the holiday season.

Through the Families with Children Program, Blessing Baskets ensures that kid-friendly groceries are available to families during summer, spring, and fall breaks, bridging the gap in access to meals typically provided at schools. During the Christmas season, the organization steps in with the Christmas Basket Program, offering groceries and other essentials to families experiencing heightened financial strain.

12

grants at work Recognizing the unique vulnerabilities of seniors in the community, Blessing Baskets introduced the Senior Grocery program.

This initiative, occurring once per month, specifically caters to seniors aged 65 and above, providing them with essential groceries to support their well-being.

Sarkeys awarded El Reno Blessing Baskets a $10,000 grant in 2023, enabling them to not only sustain their operations but also enhance the quality and quantity of groceries provided. This funding catalyzed the expansion of the Senior Grocery Program, ensuring that seniors in the community continue to receive the support they need.

El Reno Blessing Baskets remains steadfast in its mission to alleviate hunger and improve the well-being of families and seniors in Western Canadian County. Through their various programs and community partnerships, they strive to create a more food-secure and supportive environment for all residents.

13

grants at work

modus

tulsa, oklahoma jessica’s story

Modus pioneers innovative transportation solutions, education, and advocacy to eliminate barriers. Since its inception in 2017, Modus has initiated various programs to ensure immediate access to transportation and nutrition, while promoting sustainable options through continuous education.

Over 200 times, Jessica relied on Modus to navigate her way to crucial social service appointments, GED classes, and work commitments. Without Modus, the alternatives were daunting – almost eight miles round trip on foot or a lengthy two-bus journey, each leg taking nearly an hour, had she used public transit. Modus, with its efficiency, became Jessica’s preferred mode of transportation, ensuring she reached her destinations on time and safely.

In a significant turn of events in 2022, Jessica was chosen as the inaugural recipient of a vehicle through Modus Gives, a pilot program by Modus that not only provided her with a vehicle but also covered the first year’s insurance and operating expenses.

One of its initiatives, Modus Drive, offers curb-to-curb transportation services, ensuring individuals and families can access necessary services for success and wellbeing. Partnering with direct-service agencies, Modus Drive provides safe and reliable transportation through trained staff and volunteers, catering to appointmentbased services in the Tulsa Metro area.

14

Inspired by her own experience, Jessica decided to pay it forward. She applied to become a Client Transportation Specialist with Modus, eager to assist fellow Tulsans facing similar challenges.

Jessica didn’t stop there. She pursued new opportunities and joined the Navy, where she is currently being trained in the medical field. Jessica’s journey exemplifies the profound impact of accessible transportation and community support, as Jessica, once a recipient, now serves as a beacon of inspiration to others.

grants at work

Another program, Modus Delivers, collaborates with three agencies to deliver fresh produce and groceries weekly to low-income seniors facing transportation barriers. By combining transportation services, grocery provision, and participant tracking, this initiative minimizes costs while maximizing impact.

Transportation is a fundamental need alongside housing and food.

Modus addresses transportation deserts, especially prevalent in areas like Tulsa, where public transit is inaccessible for many, exacerbating community inequity.

By providing rides to medical appointments, jobs, and schools, delivering groceries, and educating the community on transit options, Modus bridges the gap between transportation access and health, job, and family stability.

In 2023, Sarkeys Foundation awarded Modus $35,000 to support its mission of driving change through innovative transportation solutions, education, and advocacy, ensuring both immediate needs and sustainable solutions are addressed within the community.

15

Sarkeys Foundation hosted the 2023 Southwest Regional Leadership Forum on November 6th and 7th at the Omni Hotel in Oklahoma City, attracting a diverse audience of over 500 individuals representing various nonprofits across the state.

Attendees included executive directors, staff, board members, and volunteers, fostering a dynamic exchange of ideas. This event inspired and equipped organizations to awaken their mission and grow their community impact.

Sarkeys Foundation offers the forum at an affordable rate to ensure accessibility for all local nonprofits, recognizing the importance of educational opportunities in the sector. Distinguished keynote speakers included Steve Pemberton and Michelle Gielan, while 37 breakout sessions covered fundraising, marketing, finance, leadership, and board development topics.

Sarkeys Foundation successfully organized a panel on Criminal Legal Reform, featuring prominent figures including Kris Steel, Executive Director of TEEM; Laynie Gottsch representing Sarkeys Foundation; Dr. Tiffany Crutcher from the Terence Crutcher Foundation; Tamika White, Warden at Mabel Bassett Correctional Center; Nick Hawkins, an overcomer and lived experience expert; Adam Luck, CEO of City Care, and Joe Dorman, CEO of the Oklahoma Institute for Child Advocacy. This session included a video produced by TEEM, highlighting the transformative power of education within the prison walls, particularly through Sarkeys’ Scholarship Program. Despite past challenges, the program demonstrates how education offers empowerment and redemption for incarcerated individuals.

Beyond the rich educational content, the forum provided an excellent platform for nonprofits to network, share successes, and enjoy valuable interactions. Survey results indicated that this year’s forum was deemed the best yet, reinforcing the event’s impact on the nonprofit community in Oklahoma.

16

“Sarkeys uses the time so well! There is so much value in each breakout session and each keynote address! We all came away inspired and changed by a conference. That’s very unusual!”

“I’ve heard that Sarkeys was unique, but this was my first experience with your Forum. I was simply amazed. I feel so blessed to have the opportunity to have been part of this year’s event, and I’m looking forward to the 2025 Conference!”

“Thank you so much Sarkeys for this incredible learning opportunity! It was such an enriching conference with a lot of great information.”

17

by the numbers In 2023, Sarkeys Foundation awarded over $3.8

$3.8

In 2023, Sarkeys Foundation awarded over $3.8 million to 140 nonprofits million to 140 nonprofits m i l l i o n

Over $108 million in assets is managed by Sarkeys Foundation

$108 million

Over $108 million in assets is managed by Sarkeys Foundation

Since its founding, Sarkeys Foundation has invested over $135.3 million $ in Oklahoma Since its founding, Sarkeys Foundation has

135.3

invested over $135.3 million in Oklahoma

million

about sarkeys foundation Mission

Sarkeys Foundation’s mission is direct and simple – to improve the quality of life in Oklahoma.

Who

Sarkeys Foundation was established as a charitable foundation by Mr. S.J. Sarkeys in 1962 with a gift of 2,750 shares of Sarkeys Inc. stock and various properties, worth about $10,000.

What

s. j. sarkeys 18

Governed by a dedicated Board of Trustees, the foundation that bears S.J. Sarkeys’ name is deeply committed to furthering his vision to improve the quality of life in Oklahoma. With assets of over $108 million, Sarkeys Foundation provides grants to a diverse group of nonprofit organizations and institutions in Oklahoma.

total assets $140,000,000.00 $120,000,000.00 $100,000,000.00

$107,921,674

108,417,910

$0.00

$129,937,913

$40,000,000.00

$118,801,447

$60,000,000.00

$108,935,788

$80,000,000.00

2019

2020

2021

2022

2023

Education

Eldercare Food, Nutrition, Agriculture

Children Services

Youth Development

GRANTS BY DOLLARS AWARDED

Mental Health / Crisis Intervention

Health & Human Servlces

Education

10.5%

Health & Human Services

39.72%

Houseing/Shelter

1.79%

Mental Health/Crisis Intervention

12.9%

Youth Development

7.51%

Children Services

19.58%

Eldercare

1.06%

Food, Nutrition, Agriculture

6.94%

Housing/Shelther

19

grants awarded grantee name

city

amount

program

1St Step Male Diversion Program

Tulsa

25,000.00

General Operating Support

A Chance To Change Foundation

Oklahoma City

25,000.00

Community Programs

A New Leaf

Tulsa

20,000.00

Comprehensive Workforce Development Plan

Anna’s House Foundation

Edmond

40,000.00

Counseling Program

Assistance League of Tulsa

Tulsa

15,000.00

Operation School Bell®

Bartlesville

50,000.00

Boys & Girls Club of Dewey

Boys & Girls Club of Durant

Durant

20,000.00

SMART MOVES: Emotional Wellness

Boys & Girls Club Of Ottawa County

Miami

15,000.00

Reaching More Ottawa County Teens in Need

Calm Waters Center for Children and Families

Oklahoma City

35,000.00

Grief Support Groups

Cart House

El Reno

10,0000

Forensic Interviews

CASA Voices for Children

Chickasha

10,000.00

General Operating Support

Catholic Charities of the Archdiocese of Oklahoma City

Oklahoma City

20,000.00

Woodward Regional Office Family Support Services

Catholic Charities of the Diocese of Tulsa

Tulsa

25,000.00

Eastern Oklahoma Rural Outreach

Oklahoma City

25,000.00

In-State Camp Support

Center for Children and Families

Norman

40,000.00

Counseling Services

Center of Family Love

Okarche

50,000.00

General Operating Support

Central Oklahoma Camp And Conference Center

Guthrie

15,000.00

Make Promises Happen Support

Christ Community Health Coalition

Oklahoma City

30,000.00

Hilltop Clinic

Christian Helping Hands of Comanche

Comanche

30,000.00

Family Resource Hope Center

Citizens Caring for Children

Oklahoma City

20,000.00

Mobile Foster Futures

City Care

Oklahoma City

50,000.00

Homeless Services Program

City Center Outreach

Oklahoma City

25,000.00

General Operating Support

Boys & Girls Club of Bartlesville

Cavett Kids Foundation

20

City Rescue Mission

Oklahoma City

50,000.00

Hope Lives Here Housing Program

Community Literacy Centers

Oklahoma City

15,000.00

General Operating Support

Norman

15,000.00

Cut It Forward

Oklahoma City

15,000.00

Lawton Early Childhood Development Program Crowning Curls Workshops

Cycles For Life

Oklahoma City

17,400.00

Replace and Upgrade Fleet Bicycles

Bethany

15,000.00

Scholarship Program

Oklahoma City

30,000.00

Expansion of Serivices

Domestic Violence Intervention Services

Tulsa

25,000.00

Children’s Therapeutic Counseling Program

Duncan Community Residence

Duncan

6,900.00

Standby Generator

Education and Employment Ministry

Oklahoma City

60,000.00

Sarkeys Scholarship Initiative

Education and Employment Ministry

Oklahoma City

5,000.00

Square One Project

El Reno

10,000.00

Program Support

Oklahoma City

25,000.00

Parent Education and Support Programs

Family Promise of Lawton

Lawton

20,000.00

General Operating Support

First Serve OKC Foundation

Oklahoma City

8,500.00

Competitive Program

Flourish Homes

Broken Arrow

25,000.00

Resident Advisor for Homeless Youth

Food On The Move

Tulsa

25,000.00

General Operating Support

Oklahoma City

25,000.00

Foster Parent Retention Program

Fostering Futures

Norman

30,000.00

General Operating Support

Fostering Sweet Dreams

Edmond

25,000.00

New Beds for Oklahoma’s Vulnerable Children

Gabriel’s House

Duncan

20,000.00

Program Support

Great Expectations Foundation

Tahlequah

25,000.00

General Operating Support

Halo Project

Oklahoma City

20,000.00

HALO Project 10-week Program and Making Sense of Your Worth

Happy Hands Education Center

Tulsa

20,000.00

Scholarships

Harvest House Outreach

Tulsa

30,000.00

Program Support

Health Alliance for the Uninsured

Oklahoma City

40,000.00

Core Program Support

Hearts That Care Volunteer Health Clinic

Lawton

10,000.00

General Operating Support

Crossroads Youth & Family Services

Daily Living Centers Dentists for the Disabled and Elderly in Need of Treatment

El Reno Blessing Baskets Exchange Club Center for the Prevention of Child Abuse of Oklahoma

Foster Care Association of Oklahoma

21

Home of Hope

Vinita

30,000.00

General Operating Support

Hope for the Future

Oklahoma City

14,000.00

Security System Upgrade and Building Signage

Hope is Alive Ministries

Oklahoma City

50,000.00

Winning with Wellness

Hopehouse Supportive And Transitional Living

Oklahoma City

30,000.00

HopeFORWARD Apartment Playground and Family Outdoor Space

Infant Crisis Services

Oklahoma City

50,000.00

BabyMobile Support

Iron Gate

Tulsa

40,000.00

Iron Gate Pantry

Jesus House

Oklahoma City

25,000.00

Life Transformation Program

Jubilee Partners Association

OKC

25,000.00

School Partnerships

Junior Achievement of Oklahoma

Tulsa

15,000.00

Rural Oklahoma Program Support

Leadership Oklahoma

Oklahoma City

8,000.00

Youth Leadership Oklahoma Class 23

Leadership Oklahoma

Oklahoma City

500.00

Discretionary Grant

Legal Aid Services of Oklahoma

Oklahoma City

30,000.00

Cleveland County Court Navigator

Lighthouse Outreach Center of Bartlesville

Bartlesville

30,000.00

Pearl Capital Campaign Rejuvenation Project

Lilyfield

Edmond

30,000.00

EmpowerOKC Family Resource Center Operations

Mary Abbott Children’s House

Norman

50,000.00

Medical Program

Oklahoma City

12,000.00

Driver’s Education and License Assistance Program

Mission Shawnee

Shawnee

50,000.00

Uplift Mentoring Child Development Center

Modus

Tulsa

35,000.00

General Operating Support

National Emergency Responder Assistance Program

Edmond

20,000.00

Mental Health Services for Critical Workers in Crisis

Neighborhood Alliance of OKC

Oklahoma City

10,000.00

Crime Prevention through Community Connections

NewView

Oklahoma City

25,000.00

Rural Low-Vision Rehab Services

Northwest Domestic Crisis Services

Woodward

40,000.00

New Roof

OKC Dodgers Baseball Foundation

Oklahoma City

10,000.00

Rookie League Programming for 5th and 6th grade students

Oklahoma CASA Association

Oklahoma City

25,000.00

Statewide Training for CASA Volunteers and Local Programs

Tulsa

10,000.00

Anytown Leadership Institute 2024

Metro Technology Centers Foundation

Oklahoma Center for Community and Justice

22

Oklahoma City Community College Foundation

Oklahoma City

25,000.00

Students Connecting with Mentors for Success Program

Oklahoma City Family Justice Center

Oklahoma City

25,000.00

General Operating Support

Oklahoma Cleats for Kids

Oklahoma City

15,000.00

Equip Oklahoma - Statewide Impact

Oklahoma Contemporary Arts Center

Oklahoma City

10,000.00

Free Tours for Children and Teens

Oklahoma County Diversion Hub

Oklahoma City

25,000.00

Case Management Services

Oklahoma Family Center For Autism

Edmond

10,000.00

Getting Together, Spectrum Connect

Oklahoma Family Network

Oklahoma City

10,000.00

Pediatric Oncology Family Support Program

Oklahoma Hall of Fame

Oklahoma City

10,000.00

Oklahoma Through Its People Traveling Exhibits

Oklahoma Institute for Child Advocacy

Oklahoma City

25,000.00

Kid Governor

Oklahoma Mothers Milk Bank

Oklahoma City

30,000.00

High Priority Equipment Needs for Facility Expansion

Oklahoma Project Woman

Tulsa

25,000.00

Breast Healthcare for Uninsured Oklahomans Living in Rural Counties

Oklahoma School of Science and Mathematics Foundation

Oklahoma City

7,426.26

Teacher Scholorship Endowment

Oklahoma School of Science and Mathematics Foundation

Oklahoma City

25,000.00

2024 Sarkeys Summer Math Institute

Okmulgee County Homeless Shelter

Okmulgee

30,000.00

General Operating Support

One True Light

Duncan

10,000.00

Summer Food and Fun

Operation Christians Assisting Resourcing Encouraging Ministries

Altus

30,000.00

Program and Operational Support

Operation Hope Prison Ministry

Tulsa

15,000.00

Employment Opportunities Program

Parent Child Center of Tulsa

Tulsa

50,000.00

Mental Health Support for Children and Families Affected by Abuse or Neglect

Peaceful Family Solutions

Edmond

30,000.00

Filling the Gap for 250,000 Oklahoma Children Impacted by Family Addiction

Peppers Ranch

Edmond

25,000.00

General Operating Support

Philos Hospitality

Tulsa

45,000.00

General Operating Support

Pivot

Oklahoma City

50,000.00

Bathroom and Kitchen Remodel

Positive Tomorrows

Oklahoma City

500.00

Discretionary Grant

Positive Tomorrows

Oklahoma City

50,000.00

General Education Funding

Rebuilding Together Oklahoma City

Oklahoma City

30,000.00

Safe & Healthy Housing

23

ReMerge of Oklahoma County

Oklahoma City

35,000.00

Diversion Program

Tulsa

50,000.00

Reentry Case Management Services

Rise Corp

Fort Gibson

10,000.00

RISE Center for Prevention & Empowerment Services

Rogers County Elder Day Care Center

Claremore

20,000.00

Facility Upgrades

Safenet Services

Claremore

30,000.00

General Operating Support

Salvation Army-Shawnee

Shawnee

500.00

Discretionary Grant

San Miguel School Of Tulsa

Tulsa

15,000.00

Helping Underserved Youth Reach their Potential through Literacy

Saville Center

Stillwater

20,000.00

One Step Ahead with Saville

Selfless Hands Foundation

Oklahoma City

500.00

Discretionary Grant

Sisu Youth Services

Oklahoma City

500.00

Discretionary Grant

Skyline Urban Ministry

Oklahoma City

20,000.00

Sustainable Urban Farming and Education

Norman

10,000.00

Retaining Human Capital and Staffing Needs

Special Care

Oklahoma City

50,000.00

Autism Program Expansion

Stand In The Gap

Tulsa

35,000.00

Program Support

Street School

Tulsa

25,000.00

General Operating Support

Sunbeam Family Services

Oklahoma City

55,000.00

Early Learning and Child Abuse Prevention Program

Sunbeam Family Services

Oklahoma City

100,000.00

Mental Health Services in NE OKC at Edwards Community Hope Center

Lawton

5,000.00

Delinquency Prevention

Teen Recovery Solutions

Oklahoma City

40,000.00

Scholarships for Teens in Addiction Recovery

Texoma Autism And Behavior Intervention School

Ardmore

50,000.00

Scholarship Funding

The Center for Individuals with Physical Challenges

Tulsa

20,000.00

General Operating Support

The Dragonfly Home

Oklahoma City

50,000.00

Human Trafficking Victim Services in Oklahoma

The Genesis Project

Jones

25,000.00

Residential Treatment Facility Operations

The Meadows Center for Opportunity

Edmond

50,000.00

Shred Tech Mobile Shredding Unit

Resonance Listening and Growth for Women

South Central Casa of Oklahoma

Teen Court

24

The Spring Shelter

Sand Springs

100,000.00

General Operating Support

The Tristesse Healing Hearts Grief Center

Tulsa

32,000.00

Expansion of Grief Support Services for Children and Families

Thunderbird Clubhouse Board

Norman

7,900.00

Conference Table and Dining Room Tables

Town and Country School

TULSA

16,500.00

Safety Security Exterior Doors

Transitional Living Centers Of Oklahoma

Tulsa

30,000.00

General Operating Support

Tulsa CARES

Tulsa

15,000.00

Nutrition Program

Tulsa Day Center for the Homeless

Tulsa

25,000.00

Essential Clinic Supplies

Tulsa Girls Art School Project

Tulsa

15,000.00

Healthy Meals and Snacks and Transportation Support

Tulsa Lawyers for Children

Tulsa

20,000.00

Legal Representation of Children in Tulsa County

United Way of Pottawatomie County

Shawnee

50,000.00

Tornado Recovery Fund

Upward Transitions

Oklahoma City

20,000.00

Community Outreach Program

Volunteers Of America

Tulsa

10,000.00

Payee Services Program

Western Plains Youth and Family Services

Woodward

56,000.00

Mental Health Consultations

Woodward Families Helping Families

Woodward

100,000.00

The Day Center- Resource Center

Young Women’s Christian Association of Oklahoma City

Oklahoma City

30,000.00

Emergency Residential Shelter

Youth & Family Services of El Reno

El Reno

50,000.00

Foster Care Program

Youth Services of Tulsa

Tulsa

25,000.00

Health Education and Prevention Program for Youth

25

are encouraged to speak with a program officer for more information, to ask any questions about the process and for a pre-grant interview.

The Letter of Inquiry is a fillable form, accessible via the website at www.sarkeys.org. Deadlines for letters to be received at Sarkeys are:

grant guidelines I. Definition

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

II. Governing Body

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

III. Meetings

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

Successful applicants will be notified approximately two weeks after the Letter of Inquiry deadline and will receive information to complete an online application. There are no exceptions made for applications or parts of applications submitted after the deadline.

The Letter of Inquiry will require the following information: • Organization Name • Contact Name, Address, Email and Phone Number • Description of the Organization • Description of the Project • Requested Amount • Total Project Cost • Federal Tax ID Number

VII. Application Frequency

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

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

V. Proposals

VIII. Content of Proposals

IV. Response to Inquiries

The Trustees accept proposals and applications from qualified charitable institutions. To qualify, a 501(c)(3) agency must be headquartered and provide services in Oklahoma. A careful evaluation of each such request will be made. Nonprofit representatives are urged not to wait until the final deadline.

A. Major areas of support by the Sarkeys Foundation include: 1. Education; 2. Social service and human service needs; 3. Cultural and humanitarian programs of regional significance.

B. Needs normally outside the range of support by the Sarkeys Foundation: 1. Local programs appropriately financed within the community; 2. Direct mail solicitations and annual campaigns; 3. Out of state institutions; 4. Hospitals; 5. Purchase of vehicles; 6. Grants to individuals; 7. Responsibility for permanent financing of a program; 8. Programs whose ultimate intent is to be profit making; 9. Start-up funding for new organizations; 10. Feasibility studies; 11. Grants which trigger expenditure responsibility by Sarkeys Foundation; 12. Direct support to government agencies; 13. Individual public or private elementary or secondary schools, unless they are serving the needs of a special population which are not being met elsewhere; and 14. Religious institutions and their subsidiaries.

VI. Letters of Inquiry

Organizations are required to submit a Letter of Inquiry to determine whether they meet the criteria and priorities for funding. Representatives

26

• 5:00 pm, June 3, 2024 for the August 1, 2024 grant deadline

OR • 5:00 pm, December 2, 2024 for the February 3, 2025 grant deadline

Successful applicants will be notified two weeks after the Letter of Inquiry deadline and will be given information to complete an online application. Sarkeys accepts proposals through an online process at www.sarkeys.org. Sarkeys Foundation does not accept faxed or e-mailed proposals.

Below are the primary components of the application: • Executive Summary • Financial and Endowment Template • Board Template • Description of the Organization • Description of the Project • Collaborative Efforts in Your Community • Line-item Budget for the Request • List of Secured Funds and Pledges, Outstanding Requests and Other Potential Sources of Funding • Audit required for organizations with assets in excess of $500,000.

• Management letter from the auditor stating that no material weaknesses were discovered.

IX. Challenge Grants

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

X. Proposal Format

The Letter of Inquiry and the grant application must be completed online. If you encounter any difficulties or have questions, please contact the Foundation directly for assistance.

RESOURCES sarkey’s southwest regional leadership forum

sarkey’s meeting room

Sarkeys hosts the Southwest Regional Leadership Forum every other year for nonprofit professionals and volunteers from Oklahoma. This event is Sarkeys’ premier nonprofit educational gathering.

The next Forum is scheduled for November 2025, and planning is already underway to secure the best keynote and breakout speakers. For more information about last year’s event, please refer to page 16-17.

The Sarkeys Meeting Room, located in downtown Norman, was once a church that has been beautifully renovated with rich oak accents and mission-style furnishings.

Its spacious meeting area offers maximum flexibility, capable of seating over 150 people theater-style or 100 classroom-style.

Additionally, it can be partitioned into smaller rooms to host groups ranging from 20 to 75 people. Complete with a generous full-service catering kitchen, it provides all the necessary amenities for events and gatherings.

research library

outreach & education

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

Distributing funds is simple, but investing in organizations with a track record of wise expenditure presents a greater challenge.

Effective collaboration between the board and staff is essential in achieving this goal. Our continuous strategy focuses on supporting nonprofits in achieving their missions through advanced professional development opportunities and providing access to our facilities, resources, and personnel.

27

statements of financial position november 30, 2023 and 2022

assets

2023

2022

Cash & cash equivalents Interest & dividends receivable Deferred federal excise tax asset Investments Property & equipment, net Other

$1,851,672.00 $59,327.00 $104,844,449.00 $1,612,080.00 $50,382.00

$2,110,511.00 $46,195.00 $5,354.00 $104,008,974.00 $1,656,244.00 $94,396.00

Total assets

$108,417,910.00

$107,921,674.00

Accounts payable & accrued liabilities Federal excise tax payable Deferred federal excise tax liability Grants payable

$53,478.00 $1,451.00 $15,350.00 $2,106,500.00

$43,300.00 $48,018.00

Total liabilities

$2,176,779.00

$3,793,318.00

Net assets without donor restrictions

$106,241,131.00

$104,128,356.00

Total liabilities & net assets

$108,417,910.00

$107,921,674.00

Liabilities & Net Assets Liabilities:

28

$3,702,000.00

statements of activities years ended november 30, 2023 and 2022

revenues and gains

2023

2022

Total revenues and gains

$7,645,051.00

(15,994,969.00)

Expenses Program services: Grant making: Grants awarded Employee costs

$3,762,489.00 $626,801.00

$5,508,806.00 $602,270.00

Total grant making

$4,389,290.00

$6,111,076.00

Educational programs

$300,323.00

$22,696.00

Total program servicesTotal assets

$4,689,613.00

$6,133,772.00

Management and general: Professional fees Trustee fees Employee costs Depreciation and other property costs Federal excise tax provision (benefit) Other

$63,180.00 $92,139.00 $208,934.00 $148,999.00 $111,840.00 $217,571.00

$75,169.00 $96,133.00 $200,757.00 $80,398.00 (181,035.00) $158,485.00

Total supporting services

$842,663.00

$429,907.00

Total expenses

$5,532,276.00

$6,563,679.00

Increase (decrease) in net assests without donor restrictions $2,112,775.00

(22,558,648.00)

Net assests without donor restriction, beginning of year

$104,128,356.00

$126,687,004.00

Net assets without donor restrictions, end of year

$106,241,131.00

$104,128,356.00

Net investment return Other

$7,529,116.00 $115,935.00

(16,073,835.00) $78,866.00

supporting services

29

Current board of trustees

Dan Little

terresa adwan

President

Dr. John Bell

marilyn morris

elizabeth base

Kevin perry

terry west

sarkeys foundation staff

30

kim henry executive director

linda english weeks senior program officer & general counsel

natalie carns Senior program officer

laynie gottsch program officer

lori sutton executive assistant & facilities manager

angela holladay director of grants management

janice white receptionist & events manager

jade gonzales Director of Marketing

SARKEYS FOUNDATION 530 east main st. norman, ok 73071 405-364-3703 (Office) · 405-364-8191 (Fax) www.sarkeys.org