Sarkeys Foundation 2023 Annual Report

ANNUAL REPORT 2023

S A R K E Y S F O U N D AT I O N

Improving the quality of life in Oklahoma

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”

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”

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.

“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.

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.

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.

new Boys and Girls Club facility in Dewey, ok

united way of pottawatomie county shawnee, oklahoma

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

april 19th tornado

Photos by Countrywide and Sun

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.

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.

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

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.

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.

modus

tulsa, oklahoma

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.

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.

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.

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.

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.

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.

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.

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.

“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.”

by the numbers

In 2023, Sarkeys Foundation awarded over $3.8 million to 140 nonprofits

In 2023, Sarkeys Foundation awarded over $3.8 million to 140 nonprofits

Over $108 million in assets is managed by Sarkeys Foundation

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

Over $108 million in assets is managed by Sarkeys Foundation

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

s. j. sarkeys $3.8 million $108 million $135.3 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

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

$80,000,000.00

$60,000,000.00

$40,000,000.00

1St

Anna’s House Foundation

Assistance League of Tulsa

Boys & Girls Club of Bartlesville

Boys & Girls Club of Durant

Boys & Girls Club Of Ottawa County

Calm Waters Center for Children and Families

Cart House

CASA Voices for Children

Catholic Charities of the Archdiocese of Oklahoma City

Catholic Charities of the Diocese of Tulsa

Cavett Kids Foundation

Center for Children and Families

Center of Family Love

Central Oklahoma Camp And Conference Center

Christ Community Health Coalition

Christian Helping Hands of Comanche

Citizens Caring for Children

City Care

City Center Outreach

City Rescue Mission

Community Literacy Centers

Crossroads Youth & Family Services

Cut It Forward

Cycles For Life

Daily Living Centers

Dentists for the Disabled and Elderly in Need of Treatment

Domestic Violence Intervention Services

Duncan Community Residence

Education and Employment Ministry

Education and Employment Ministry

El Reno Blessing Baskets

Exchange Club Center for the Prevention of Child Abuse of Oklahoma

Family Promise of Lawton

First Serve OKC Foundation

Flourish Homes

Food On The Move

Foster Care Association of Oklahoma

Fostering Futures

Fostering Sweet Dreams

Gabriel’s House

Great Expectations Foundation

Halo Project

Happy Hands Education Center

Harvest House Outreach

Health Alliance for the Uninsured

Hearts That Care Volunteer Health Clinic

Oklahoma City

Oklahoma City Norman

Oklahoma City

Replace

Scholarship Program

Hope for the Future

Hope is Alive Ministries

Hopehouse Supportive And Transitional Living

Infant Crisis Services

Iron Gate

Jesus House

Jubilee Partners Association

Junior Achievement of Oklahoma

Leadership Oklahoma

Leadership Oklahoma

Legal Aid Services of Oklahoma

Lighthouse Outreach Center of Bartlesville

Lilyfield

Mary Abbott Children’s House

Metro Technology Centers Foundation

Mission Shawnee

Modus

National Emergency Responder Assistance Program

Neighborhood Alliance of OKC

NewView

Northwest Domestic Crisis Services

OKC Dodgers Baseball Foundation

Oklahoma CASA Association

Oklahoma

Oklahoma City Oklahoma City

Oklahoma City

Oklahoma Center for Community and Justice

Oklahoma City Bartlesville

General Operating Support

Security System Upgrade and Building Signage

Winning with Wellness

HopeFORWARD Apartment Playground and Family Outdoor Space

BabyMobile Support

Iron Gate Pantry

Life Transformation Program

School Partnerships

Rural Oklahoma Program Support

Youth Leadership Oklahoma Class 23

Discretionary Grant

Cleveland County Court Navigator

Pearl Capital Campaign Rejuvenation Project

EmpowerOKC Family Resource Center Operations

Medical Program

Driver’s Education and License Assistance Program

Uplift Mentoring Child Development Center

General Operating Support

Mental Health Services for Critical Workers in Crisis

Crime Prevention through Community Connections

Rural Low-Vision Rehab Services New Roof

Rookie League Programming for 5th and 6th grade students

Statewide Training for CASA Volunteers and Local Programs

Anytown Leadership Institute 2024

Oklahoma City Community College Foundation

Oklahoma City Family Justice Center

Oklahoma Cleats for Kids

Oklahoma Contemporary Arts Center

Oklahoma County Diversion Hub

Oklahoma Family Center For Autism

Oklahoma Family Network

Oklahoma Hall of Fame

Oklahoma Institute for Child Advocacy

Oklahoma Mothers Milk Bank

Oklahoma Project Woman

Oklahoma School of Science and Mathematics Foundation

Oklahoma School of Science and Mathematics Foundation

Okmulgee County Homeless Shelter

One True Light

Operation Christians Assisting Resourcing Encouraging Ministries

Operation Hope Prison Ministry

Parent Child Center of Tulsa

Peaceful Family Solutions

Peppers Ranch

Philos Hospitality

Oklahoma City

Oklahoma City

Oklahoma City

Oklahoma City

Oklahoma City

Oklahoma City

Rebuilding Together Oklahoma City

Students Connecting with Mentors for Success Program

General Operating Support

Equip Oklahoma - Statewide Impact

Free Tours for Children and Teens

Case Management Services

Getting Together, Spectrum Connect

Pediatric Oncology Family Support Program

Oklahoma Through Its People Traveling Exhibits Kid Governor

High Priority Equipment Needs for Facility Expansion

Oklahoma

and Kitchen Remodel Discretionary Grant General Education Funding

or

ReMerge of Oklahoma County

Resonance Listening and Growth for Women

Rise Corp

Rogers County Elder Day Care Center

Safenet Services

Salvation Army-Shawnee

San Miguel School Of Tulsa

Saville Center

Selfless Hands Foundation

Sisu Youth Services

Skyline Urban Ministry

South Central Casa of Oklahoma

Special Care

Stand In The Gap

Street School

Sunbeam Family Services

Sunbeam Family Services

Teen Court

Teen Recovery Solutions

Texoma Autism And Behavior

Intervention School

The Center for Individuals with Physical Challenges

The Dragonfly Home

The Genesis Project

Oklahoma City

Tulsa

Fort Gibson

Claremore

Claremore

Shawnee

Tulsa

Stillwater

Oklahoma City

Oklahoma City

Oklahoma City

Norman

Oklahoma City

Tulsa

Tulsa

Oklahoma City

Oklahoma City

Lawton

Oklahoma City

Ardmore Tulsa

Oklahoma City Jones

Diversion Program

Reentry Case Management Services

RISE Center for Prevention & Empowerment Services

Facility Upgrades

General Operating Support

Discretionary Grant

Helping Underserved Youth Reach their Potential through Literacy

One Step Ahead with Saville

Discretionary Grant

Discretionary Grant

Sustainable Urban Farming and Education

Retaining Human Capital and Staffing Needs

Autism Program Expansion

Program Support

General Operating Support

Early Learning and Child Abuse Prevention Program

Mental Health Services in NE OKC at Edwards Community Hope Center

Delinquency Prevention

Scholarships for Teens in Addiction Recovery

Scholarship Funding

General Operating Support

Human Trafficking Victim Services in Oklahoma

Residential Treatment Facility Operations

The Meadows Center for Opportunity

Edmond

Shred Tech Mobile Shredding Unit

The Spring Shelter

The Tristesse Healing Hearts Grief Center

Thunderbird Clubhouse Board

Town and Country School

Transitional Living Centers Of Oklahoma

Tulsa CARES

Tulsa Day Center for the Homeless

Tulsa Girls Art School Project

Tulsa Lawyers for Children

United Way of Pottawatomie County

Upward Transitions

Volunteers Of America

Western Plains Youth and Family Services

Woodward Families Helping Families

Young Women’s Christian Association of Oklahoma City

Youth & Family Services of El Reno

Youth Services of Tulsa

Sand

General Operating Support

Expansion of Grief Support Services for Children and Families

Conference Table and Dining Room Tables

Safety Security Exterior Doors

General Operating Support

Nutrition Program

Essential Clinic Supplies

Healthy Meals and Snacks and Transportation Support

Legal Representation of Children in Tulsa County

Tornado Recovery Fund

Community Outreach Program

Payee Services Program

Mental Health Consultations

The Day Center- Resource Center Emergency Residential Shelter Foster Care Program

Health Education and Prevention Program for Youth

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.

IV. Response to Inquiries

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

V. Proposals

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

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:

• 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 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

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.

VIII. Content of Proposals

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

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.

sarkey’s meeting room

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.

outreach & education research library

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.

november 30, 2023 and 2022 assets

Cash & cash equivalents

Interest & dividends receivable

Deferred federal excise tax asset

Investments

Property & equipment, net

Other

Total assets

Liabilities & Net Assets

Liabilities:

Accounts payable & accrued liabilities

Federal excise tax payable

Deferred federal excise tax liability

Grants payable

Total liabilities

Net assets without donor restrictions

Total liabilities & net assets 2023

$1,851,672.00

$59,327.00$104,844,449.00

$1,612,080.00

$50,382.00

$108,417,910.00

$53,478.00

$1,451.00

$15,350.00

$2,106,500.00

$2,176,779.00

$106,241,131.00

$108,417,910.00 2022 $2,110,511.00 $46,195.00 $5,354.00 $104,008,974.00 $1,656,244.00 $94,396.00 $107,921,674.00 $43,300.00 $48,018.00 $3,702,000.00 $3,793,318.00 $104,128,356.00 $107,921,674.00

years ended november 30, 2023 and 2022

revenues and gains

Net investment return

Other

Total revenues and gains

Expenses

Program services: Grant making: Grants awarded Employee costs

Total grant making

Educational programs

Total program servicesTotal assets supporting services

Management and general:

Professional fees

Trustee fees

Employee costs

Depreciation and other property costs

Federal excise tax provision (benefit)

Other

Total supporting services

Total expenses

Increase (decrease) in net assests without donor restrictions

Net assests without donor restriction, beginning of year

Net assets without donor restrictions, end of year

2023

$7,529,116.00

$115,935.00

$7,645,051.00

$3,762,489.00

$626,801.00

$4,389,290.00

$300,323.00

$4,689,613.00

$63,180.00

$92,139.00

$208,934.00

$148,999.00

$111,840.00

$217,571.00

$842,663.00

$5,532,276.00

$2,112,775.00

$104,128,356.00 $106,241,131.00 2022 (16,073,835.00) $78,866.00 (15,994,969.00)

$5,508,806.00 $602,270.00 $6,111,076.00 $22,696.00 $6,133,772.00 $75,169.00 $96,133.00 $200,757.00 $80,398.00 (181,035.00) $158,485.00 $429,907.00 $6,563,679.00 (22,558,648.00) $126,687,004.00 $104,128,356.00

Current board of trustees

sarkeys foundation staff

kim henry executive director

Dan Little President

Dr. John Bell

terresa adwan

marilyn morris

elizabeth base

Kevin perry

terry west

lori sutton executive assistant & facilities manager

linda english weeks senior program officer & general counsel

angela holladay director of grants management

natalie carns Senior program officer

janice white receptionist & events manager

laynie gottsch program officer

jade gonzales Director of Marketing