Sarkeys Foundation 2022 Annual Report

Sarkeys Foundation Annual Report 2022 Improving the Quality of Life in Oklahoma

Table of Contents

4

Leadership 2 Executive Director’s Message 3 President’s Message

Grants at Work 4 TEEM - OKC

6

8

6 Harley’s House - Weatherford 8 Crosstown Learning Center - Tulsa 10 Home of Hope - Vinita 12 Safe Families Oklahoma - OKC

Outreach 14 By the Numbers 16 Grants Awarded 20 Grants and Guidelines

10

21 Resources/Southwest Regional Forum 22 Financials

People 24 Board of Trustees

12 21

24 Staff

14

Publication Staff Executive Editors: Kim Henry Natalie Espinosa Carns Graphic Design: Teresa Dotson, Acme Design Works

The Sarkeys Foundation Annual Report is a publication of Sarkeys Foundation.

Leadership

A Message from Kim Henry Executive Director

am pleased to present the Sarkeys Foundation 2022 Annual Report. I am encouraged to see so many nonprofits across the state fulfilling the mission of Sarkeys Foundation, which is “to improve the quality of life in Oklahoma.”

They have continued to meet challenges every day with ingenuity, compassion, and resilience. It takes people, commitment, and resources to achieve big goals.

After four years, we are excited to bring back the Southwest Regional Leadership Forum. Since our last forum, the only constant we have all experienced is change. With our new location at the Omni Oklahoma City Hotel, not only will the event look and feel different, but we also hope each participant will be inspired to grow their impact for our rapidly changing world.

I hope you enjoy reading from just a few of our grantees that are making a difference in their communities and the state as a whole. Since 1962, Sarkeys has dedicated more than $131.5 million to help meet needs of nonprofits in communities across the state. It has been an absolute honor to serve alongside the trustees and staff and be a part of the many wonderful things being accomplished through Sarkeys Foundation.

2

Leadership

A Message from Dr. John Bell Board President

he year 2022 was successful for Sarkeys Foundation despite economic turmoil. 2022 delivered a hit to Sarkeys Foundation’s portfolio, ending the year down 11.3%. The foundation’s portfolio weathered this market volatility by remaining committed to a diversified asset allocation, consistent with its long-term investment horizon. Our success during a year of many challenges is a tribute to the organizations in Oklahoma that continue to serve their communities tirelessly.

In 2022, Sarkeys Foundation awarded over $5.5 million to 119 nonprofits.

This past year, we began to see a massive wave of inflation, unlike anything the US economy has overcome since the 1970s. At the same time, the urgency of pandemic protocols began to fade from everyday life. With the cost of living skyrocketing and the uncertainty of a looming recession, it is now more important than ever to make sure resources are available to all Oklahomans.

We are comforted by our diversified portfolio for the uncertainty of today. Our focus is not what happens over the year but over the long term to ensure that Sarkeys Foundation continues to carry out the vision of Mr. Sarkeys to “improve the quality of life in Oklahoma.”

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Grants at Work

TEEM Oklahoma City he Education and Employment Ministry is an organization dedicated to breaking cycles of incarceration through education, personal development, and work readiness training.

Oklahoma has the highest female incarceration rate in the

“

No matter where I ran,

my addictions went with me.

world, and, for each woman incarcerated, the impact extends far

I never met anyone like the

beyond a sentencing period. Incarceration continues to create

people at TEEM who helped

financial, personal, and professional barriers that severely impact a person’s ability to get back on their feet again. This creates cycles

me. I knew that existed, but

of incarceration and poverty that hold back generations and

I didn’t see it-and I definitely

entire communities.

Higher levels of education are correlated with lower recidivism

didn’t think they existed for

risk. Incarcerated women at Mabel Bassett Correctional Center

me. Now I know I belong.

experienced no recidivism upon their release if they took two

Now I have hope.

college-level courses while incarcerated. Unfortunately, the cost of college courses is unattainable for the vast majority of

- Stephanie C.

”

incarcerated women.

Sarkeys Foundation awarded TEEM with a $50,000 grant to provide a scholarship program that would allow recipients at Mable Bassett to take college-level courses, vastly improving their post-release success rate and quality of life.

4

Annual Report 2022

Stacy Kastner assists a student in the TEEM/Sarkeys Hope Behind Bars Scholarship initiative with a homework assignment at Mabel Bassett Correctional Center. The Hope Behind Bars Scholarship provides opportunities for women who reside at the facility to gain access to higher education and enroll in college courses. TEEM employees and volunteers facilitate weekly study groups to support scholarship recipients in achieving their academic goals.

5

Grants at Work

Harleys’ House Weatherford ocated in Weatherford, Harley’s House offers a safe and supportive place for families to ask for help and to connect families with local resources. Their vision is to reduce the number of children who enter the foster care system by preventing abuse and neglect on the front end.

Most of western Oklahoma is defined as a childcare desert with children needing care far exceeding the number of available childcare openings. In addition, the number of DHS subsidized openings for infants and toddlers is extremely limited in rural areas. Harley’s House is able to bridge this gap by

“

Harley’s House has

impacted my family by being there when I needed them the most! I am a single mom and I have had struggles and if it wasn’t for

paying home daycares or early childhood education centers the

private pay daily amount for care so that families are kept safe. The

Harley’s House, I honestly

organization works closely with local agencies including law

don’t know how I could have

enforcement, DHS, and court systems to provide safe and appropriate childcare for as-risk families that come in contact with child welfare.

made it. They showed me

In 2022, Sarkeys Foundation awarded Harley’s House $10,000 to expand

what a true support system

childcare scholarships to more families. This grant helped provide safe and

is about and have become

appropriate childcare for at-risk families in western Oklahoma.

family to me!

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”

Annual Report 2022

It takes a village to raise a family. Harley’s House meets needs by providing transportation, delivering meals and providing childcare. Their hope is to build stronger families and a stronger community better equipped to deal with hard times.

7

Grants at Work

Crosstown Learning Center Tulsa rosstown Learning Center is a strong anchor in the Tulsa Kendall-Whittier community. It is a nationally accredited early childhood education and learning facility for children

“

birth through three years of age. Approximately 70% of children enrolled receive some form of childcare subsidy. The organization is known throughout Tulsa as one of the highest quality early care and learning centers in the city.

Historically, early care and education centers have not been able to adequately compensate individuals who commit to

I am so grateful for all

the support from the center teachers, administration, and family support specialist through the years in helping raise my children and

working in childcare. This issue continues to plague the industry

change my life.

and adversely affects the quality of the learning environment for

- Gabriella

children across the state. One of the main pillars of providing

”

quality early childhood education is the ability for children to form and maintain relationships with their caregivers.

Early childhood education has suffered throughout its history with high turnover rates, mainly due to wages being traditionally lower than other educational fields.

In 2022, Sarkeys Foundation awarded Crosstown LearningCenter with a five year grant of $1,140,000 that will raise the wages of the teaching staff to be commensurate with public school wages. These raises will help stabilize the current staff at Crosstown and attract and retain new and talented teachers.

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Annual Report 2022

A core philosophy at Crosstown is that opportunities for learning are everywhere.

Children are encouraged to explore their environments, giving them opportunities for new discoveries. While playing on the playground, David and his friends took time to investigate the gardens and learn about the bright green leaves.

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Grants at Work

Home of Hope Vinita ome of Hope is located in Vinita, Oklahoma and works with men and women with intellectual disorders originating in childhood. These individuals’ needs range from 24-hour, on-site, extensive personal care to those with the ability

“

As Chris was nearing

high school graduation we searched for a place where

to function more independently in their surrounding communities

he could build independence

with training and support.

- living with roommates,

Men and women with disabilities have the same hopes as non-disabled people: hope for the same sense of belonging,

working, and making as

opportunity, and independence. Home of Hope has grown into

many choices as possible in a

an organization that provides residential, vocational, and

safe and caring environment.

educational opportunities to 271 individuals in five counties in northeast Oklahoma.

Home of Hope navigated the endless waves of illness and health risks, constantly changing regulations, continued revenue loss, and extraordinary staffing shortages since the onset of COVID-19 in 2020. Sarkeys Foundation awarded Home of Hope

We found that place in Home of Hope.

”

- Gary and Cheryl Ford, guardians

with a $30,000 grant in 2022 for general operating support to help the organization continue to accomplish its mission of empowering people with disabilities despite ongoing challenges.

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Annual Report 2022

One of Home of Hope’s biggest “win-wins” is its substantial involvement in a wide range of recycling programs that benefit the environment while also creating sustainable jobs for men and women with intellectual disabilities. In a given year, nearly 2,000,000 pounds of cardboard alone are kept out of landfills by Tim and other clients who participate in everything from pick-up routes to sorting and baling before the cardboard is shipped out. Funds from all of Home of Hope’s recycling efforts are used to support jobs and vocational training for Tim and other people with disabilities.

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Grants at Work

Safe Families Oklahoma Oklahoma City afe Families Oklahoma is a locally supported, volunteer movement fueled by compassion to keep children safe and families together. Many families are isolated without a support system.

An unexpected event, such as loss of a job, homelessness, incarceration, mental health, or medical treatment, can throw a family into poor decision making, leading to child neglect or even abuse. Safe Families is designed to support at-risk children and families in need, giving them a place to turn.

The hallmark of Safe Families is providing a “host family” to

you. For everything! When we first met through Safe Families, I never expected us to still have a relationship after the program was set

temporarily open their home to a child in a voluntary arrangement

to be completed. You guys

while the parent, with additional volunteer support, works

gave me that extra push

toward goals to stabilize their family and bring their child back into their home. The result is children are safe, parents are supported, and families stay together.

In Oklahoma, Safe Families fills a significant gap at a critical time when our nation is looking for options to prevent children from experiencing child abuse and neglect as well as reduce the number of children entering foster care. Sarkeys Foundation awarded Safe Families Oklahoma $30,000 to help expand services to better serve more families.

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“

I just wanted to say thank

to be the best version of myself, nof just for me but for my kids.

”

- SFO Participant mom

Annual Report 2022

Safe Families celebrated it’s 300th hosting, providing 300 kids and their families a safe, temporary and loving home while their parents were able to focus on addressing barriers and overcoming challenges in order to bring their kids home safely and strengthen their families for the future!

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Outreach

By The Numbers

5.5 119 135.5 108

In 2022 Sarkeys Foundation awarded over

million

to

nonprofits

Since its founding Sarkeys Foundation has invested over

Nearly

million

in Oklahoma

million

in assets managed by Sarkeys Foundation

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 approximately $108 million, Sarkeys Foundation provides grants to a diverse group of nonprofit organizations in Oklahoma.

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S. J. Sarkeys

Total Assets

2022 Grants by Dollars Awarded Funded Programs Health & Human Services $ 1,542,100.00 Education $ 1,452,500.00 Health - General & Rehabilitative $ 1,185,000.00 Civic & Community $ 440,000.00 Housing/Shelter $ 226,000.00 Mental Health, Crisis Intervention $ 165,000.00 Food, Nutrition, Agriculture $ 150,000.00 Elder Care $ 125,000.00

Youth Development $ 100,500.00 Jobs/Employment $ 95,000.00

Public Protection $ 20,000.00

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Outreach

Grants Awarded Grantee Name

City

Amount

Program

1St Step Male Diversion Program, Inc.

Tulsa

25,000.00

General operating support

A Chance To Change Foundation

Oklahoma City

25,000.00

Community programs

Anna's House Foundation

Edmond

35,000.00

General operating support

Assistance League of Tulsa

Tulsa

20,000.00

Operation School Bell®

Boys and Girls Club of Oklahoma County, Inc.

Oklahoma City

30,000.00

COVID-19 Recovery Plan for Kids

Calm Waters Center for Children and Families Oklahoma City 20,000.00

Calm Waters center-based and school-based grief support groups

CASA for Kids, Inc. Payne and Logan County Stillwater 10,000.00

CASA for Kids program awareness & expansion project

CASA Voices for Children, Inc.

8,000.00

General operating support

Catholic Charities of the Archdiocese of Oklahoma City Oklahoma City, Inc.

20,000.00

Woodward Regional Office Family Support Services

Catholic Charities of the Diocese of Tulsa

20,000.00

Love Changing Lives in Eastern Oklahoma

Chickasha

Tulsa

Center for Children and Families, Inc. Norman 30,000.00

Healing and preventing child abuse and neglect through counseling services

Center for Creative Living Corporation

Lawton

25,000.00

Senior Health & Wellness Program

Center of Family Love

Okarche

50,000.00

General operating support

Citizens Caring for Children

Oklahoma City

20,000.00

Resource Center/Mobile Foster Futures

City Care

Oklahoma City

25,000.00

Homeless services program

City Rescue Mission

Oklahoma City

30,000.00

Hope Lives Here Housing Program

Columbus Corporation of Oklahoma City, Inc.

Oklahoma City

20,000.00

Outdoor tennis courts adaptive refurbishing

Community Health Connection, Inc.

Tulsa

50,000.00

Renovation to expand clinical space

Cookson Hills Christian School

Kansas

50,000.00

Counseling center & daycare

Court Appointed Special Advocates For Children, Inc. Muskogee

10,000.00

General operating support

Crossroads Youth & Family Services

15,000.00

Lawton Early Childhood Development Program

Norman

Crosstown Learning Center, Inc. Tulsa 1,140,000.00

Bring teaching staff salaries commensurate with public school teaching salaries

Cycles For Life

Oklahoma City

15,000.00

Bike Club OKC program expansion

Daily Living Centers

Bethany

30,000.00

Scholarship Program

Dean A. McGee Eye Institute Oklahoma City 1,000,000.00

Establishment of an endowed chair in Ophthalmology

Dentists for the Disabled and Elderly in Need of Treatment

Oklahoma City

20,000.00

Restorative Dental Care

East Central University Foundation

Ada

12,500.00

University Foodbank

Education and Employment Ministry, Inc.

Oklahoma City

50,000.00

Sarkeys Scholarship Fund

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Emergency Responders Assistance Program, Inc. Edmond 25,000.00

Protecting Those Who Protect Oklahoma Communities

Fab Lab Tulsa, Inc.

Tulsa

5,000.00

Education program in innovation and making

Family Builders, Inc.

Oklahoma City

38,500.00

Child Abuse Prevention, Parenting Program

Focus On Home, Inc.

Oklahoma City

10,000.00

Ending "Home"lessness In Our Community

Foster Care Association of Oklahoma, Inc.

Oklahoma City

25,000.00

Foster parent retention program

Fostering Sweet Dreams, Inc.

Edmond

20,000.00

New beds for foster kids

Freedom School Oklahoma City, Inc.

Oklahoma City

10,000.00

2022 summer program

Gabriel's House, Inc.

Duncan

20,000.00

Program supplies and support

Gaining Ground Corporation Jenks 10,000.00

Bridging the literacy gap by providing access to books and literacy instruction

Girl Scouts of Eastern Oklahoma, Inc.

Tulsa

15,000.00

Girl Scouts Beyond Bars

Good Shepherd Ministries of Oklahoma

Oklahoma City

25,000.00

Diabetic Wellness Incentive Program

Great Expectations Foundation

Tahlequah

20,000.00

General operating support

Halo Project

Oklahoma City

20,000.00

HALO Program and Making Sense of Your Worth

Happy Hands Education Center

Tulsa

20,000.00

Scholarships

Harleys House Crisis Nursery Association

Weatherford

10,000.00

General operating support & childcare scholarships

Harvest House Outreach, Inc.

Tulsa

30,000.00

General operating support

Health Alliance for the Uninsured, Inc.

Oklahoma City

25,000.00

General operating support

HeartLine, Inc.

Oklahoma City

30,000.00

Critical Continuity Project

Hearts That Care Volunteer Health Clinic Inc.

Lawton

10,000.00

General operating support

HIV Resource Consortium, Inc. d/b/a Tulsa CARES

Tulsa

15,000.00

Nutrition program

Home of Hope, Inc.

Vinita

30,000.00

General operating support

Hope is Alive Ministries, Inc.

Oklahoma City

50,000.00

Repairs & maintenance

Hope Outreach, Inc.

Enid

16,000.00

Transitional housing furnishing

IMCI - Safe Families Oklahoma

Oklahoma City

30,000.00

Program Staff

Iron Gate

Tulsa

35,000.00

General operating support for grocery pantry

Jesus House

Oklahoma City

30,000.00

General operating support

Just About Mothers Excelling in School, Inc. (J.A.M.E.S., Inc.)

Tulsa

7,500.00

Parent Academy - General operating support

Kiamichi Opportunities Incorporated

Hugo

50,000.00

Antlers Group Home

La Luz Organization

Oklahoma City

1,500.00

Utitity expenses and laundry detergent for clients

Latino Community Development Agency

Oklahoma City

20,000.00

Latino Youth Leadership Club Program

LIFE Senior Services, Inc.

Tulsa

100,000.00

Senior Campus

Lilyfield, Inc.

Edmond

30,000.00

Empower Youth Mentoring

continued on page 18

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Grantee Name

City

Amount

Program

Madill Community Day Care Center Association, Inc.

Madill

49,100.00

Staff education and playground upgrades

Marland Children's Home, Inc.

Ponca City

35,000.00

HVAC upgrades to recreation building

Mary Abbott Children's House

Norman

50,000.00

Medical Program

Mental Health Association Oklahoma Oklahoma City 100,000.00

Mental health programs and services in central Oklahoma

Metropolitan Better Living Center, Inc.

Oklahoma City

25,000.00

Adult Day Health Services

Modus, Inc.

Tulsa

25,000.00

Modus Drives Change

Neighborhood Alliance of OKC, Inc. Oklahoma City 10,000.00

Crime Prevention through Neighborhood Connections

Neighborhood Services Organization

Oklahoma City

30,000.00

General operating support

Oklahoma Center for Community and Justice

Tulsa

10,000.00

Scholarships for students in rural communities

Oklahoma City Community College Foundation Oklahoma City 25,000.00

Enhanced support services for first generation students

Oklahoma Family Center For Autism, Inc.

It's Time to Get Together, Social Opportunities

Edmond

10,000.00

Oklahoma Goodwill Industries Oklahoma City 25,000.00

Creating job opportunities through forklift operation certification through virtual reality simulation

Oklahoma Hall of Fame

Oklahoma City

10,000.00

Traveling exhibit

Oklahoma Institute for Child Advocacy

Oklahoma City

20,000.00

Kid Governor

Oklahoma School of Science and Mathematics Oklahoma City 35,000.00 2023 Sarkeys Summer Math Teachers Institute Foundation Oklahoma Zoological Society Oklahoma City 10,000.00

Give Oklahoma students access to wildlife through ZOOfund for Kids

Okmulgee County Homeless Shelter Inc.

Okmulgee

30,000.00

General operating support

One True Light, Inc.

Duncan

10,000.00

Summer feeding program

Operation Christians Assisting Resourcing Encouraging Ministries

Altus

20,000.00

Program and general operating

Operation Hope Prison Ministry (OHPM)

Tulsa

10,000.00

Turning Obstacles into Opportunities

Opportunities Industrialization Center of Oklahoma County

Oklahoma City

10,000.00

Computer upgrade for training

Parent Child Center of Tulsa Tulsa 40,000.00

Therapy for abused and neglected children and families

Peaceful Family Solutions, Inc. Edmond 20,000.00

Reaching more children of addiction with hope and healing

Recovering Oklahomans After Disaster, Inc.

Oklahoma City

15,000.00

Vocational disaster recovery training

Remerge Of OK County, Inc.

Oklahoma City

35,000.00

ReMerge Diversion Program

Resonance Listening and Growth for Women

Tulsa

50,000.00

Reentry case management services

Restoreokc, Inc.

Oklahoma City

25,000.00

RestoreOKC Farm Internship

Revitalize T-Town

Tulsa

30,000.00

Roof replacement for low-income homeowners

Rise Corp

Fort Gibson

7,500.00

General operating support

Rogers County Literacy Council

Claremore

5,000.00

Literacy support

Rogers County Youth Services, Inc.

Claremore

45,000.00

Expanded counseling services

Safenet Services, Inc. Claremore 30,000.00

Support for survivors of domestic violence, sexual assault, and stalking in Rogers and Mayes County.

Salvation Army Boys & Girls Club OKC

Discretionary grant

Oklahoma City

500.00

San Miguel School Of Tulsa, Inc. Tulsa 15,000.00

Helping Underserved Youth Reach their Potential through Literacy

Smart Start Central Oklahoma Inc.

Oklahoma City

10,000.00

Rural expansion of Early Birds program

Sooners Helping Sooners, Inc.

Norman

20,000.00

General operating support

South Central Casa of Oklahoma, Inc.

Norman

10,000.00

General operating support

Special Care

Oklahoma City

50,000.00

Autism Clinic

Stand In The Gap, Inc.

Tulsa

35,000.00

General operating support

Sunbeam Family Services Oklahoma City 100,000.00

Edwards Early Education Center and Community Hope Center

Teen Recovery Solutions, Inc.

Oklahoma City

40,000.00

Scholarships for teens in addiction recovery

The Arc of Oklahoma

Tulsa

20,000.00

Bilingual Family Support and Resource Navigation

The Center for Individuals with Physical Challenges, Ltd.

Tulsa

15,000.00

General operating support

The Meadows Center for Opportunity Edmond 10,000.00

Equipment upgrade for customer compliant document destruction security

The Urban Mission, Inc.

Oklahoma City

40,000.00

Food & Resource Center

Thunderbird Clubhouse Board, Inc.

Norman

10,000.00

Window replacement

Town and Country School

Tulsa

15,000.00

Updated security monitored entrance doors

Transitional Living Centers Of Oklahoma, Inc.

Tulsa

25,000.00

General operating support

Tulsa Advocates For The Protection Of Children, Inc. Tulsa

30,000.00

Lifebook by Fostering Connections

Tulsa Day Center for the Homeless, Inc.

Tulsa

25,000.00

Essential clinic supplies

Tulsa Girls Art School Project, Inc.

Tulsa

10,000.00

Transportation and healthy snacks

Tulsa Lawyers for Children, Inc.

Tulsa

20,000.00

Legal representation of children in Tulsa County

University of Tulsa

Tulsa

420,000.00

Terry West Civil Legal Clinic

Upward Transitions

Oklahoma City

20,000.00

Community Outreach Program

Urban League of Greater Oklahoma City Oklahoma City 50,000.00

Urban League’s HERE (Highlighting Expungement and Rehabilitative Excellence) program

Wings, Special Needs Community, Inc.

Wings Serves Oklahoma

Edmond

5,000.00

WovenLife, Inc. Oklahoma 15,000.00

Commercial-grade kitchen for the Child Development Program and Adult Day Center

Youth Services of Tulsa Tulsa 25,000.00

Health Education and Prevention Program for Youth

YWCA Tulsa Tulsa 25,000.00

Program support for immigrant and refugee services

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Outreach

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

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 sarkeys.org. Deadlines for letters to be received at Sarkeys are: o 5:00 pm, June 1, 2023 for the August 1, 2023 grant deadline.

OR o 5:00 pm, December 1, 2023 for the February 1, 2024 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:

The Trustees meet quarterly in January, April, July and October.

Grant proposals are considered at the April and October meetings.

o Organization Name

IV. Response to Inquiries

o Description of the Project

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: o Local programs appropriately financed within the community; p Direct mail solicitations and annual campaigns; o Out of state institutions; o Hospitals; o Purchase of vehicles; o Grants to individuals; o Responsibility for permanent financing of a program; o Programs whose ultimate intent is to be profit making; o Start-up funding for new organizations; o Feasibility studies; o Grants which trigger expenditure responsibility by Sarkeys Foundation; o Direct support to government agencies; o 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 o 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.

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o Contact Name, Address, Email and Phone Number o Description of the Organization o Requested Amount o Total Project Cost o 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 sarkeys.org. Sarkeys Foundation does not accept faxed or e-mailed proposals. Below are the primary components of the application: o Executive Summary o Financial and Endowment information o Board information o Description of the Organization o Description of the Project o Collaborative Efforts in Your Community o Line-item Budget for the Request o List of Secured Funds and Pledges, Outstanding Requests and Other Potential Sources of Funding o Audit required for organizations with assets in excess of $500,000 o 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.

Outreach

Resources Outreach and Education It’s easy to give away money. The more difficult task is giving it away to organizations that spend it wisely. That’s where the board and staff must work together to ensure effectiveness. One of our strategies continues to be helping enhance a nonprofit’s ability to work toward its mission. We do this by providing high level professional development opportunities and making our facilities, resources and staff available for nonprofits.

Sarkeys Meeting Room The Sarkeys Meeting Room is a former church in downtown Norman, renovated with rich oak accents and mission-style furnishings. Its large meeting room is designed for maximum

flexibility. The Meeting Room can seat over 150 people theater-style or 100 classroom-style. It can also be divided into smaller rooms to accommodate 20 to 75 people. It includes a large full-service catering kitchen.

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.

Sarkeys Foundation presents

The Southwest Regional Leadership Forum November 6th and 7th, 2023 Cost – $199 Location: Omni Oklahoma City Hotel After four years, Sarkeys Foundation is excited to bring back The Southwest Regional Leadership Forum!

The Southwest Regional Leadership Forum is a place for leaders to gather from across the state to learn new ideas, connect with like-minded peers and get inspired and activated to grow their impact within their missions.

To register and for more details visit sarkeys.org

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Outreach

Statements of Financial Position Years Ended November 30, 2022 and 2021

2022

2021

Assets Cash and cash equivalents $ 2,110,511 $ 1,720,531 Interest and dividends receivable 46,195 25,057 Federal excise taxes receivable - 57,230 Deferred federal excise tax asset 5,354 Investments 104,008 974 126,540,229 Property and equipment, net 1,656,244 1,548,866 Other 94,396 46,000 Total assets

$

107,921,674

$ 129,937,913

Liabilities and Net Assets Liabilities: Accounts payable and accrued liabilities $ 43,300 $ 34,980 Federal excise tax payable 48,018 Deferred federal excise tax liability - 340,929 Grants payable 3,702,000 2,875,000 Total liabilities Net assets without donor restrictions Total liabilities and net assets

22

$

3,793,318 3,250,909 104,128,356

126,687,004

107,921,674

$ 129,937,913

Outreach

Statements of Activities Years Ended November 30, 2022 and 2021

2022

2021

Revenues and Gains Net investment return $ (16,073,835) $ 16,626,790 Grant returned

- 12,666 Other 78,866 19,924 Total revenues and gains (15,994,969)

16,659,380

Expenses Program services: Grant making: Grants awarded 5,508,806 4,839,986 Employee costs 602,270 617,395

Total grant making 6,111,076 5,457,381 Educational programs

22,696

-

Total program services 6,133,772 5,457,381 Supporting services: Professional fees 75,169 100,323 Trustee fees 96,133 96,000 Employee costs 200,757 205,799 Depreciation and other property costs 80,398 103,749 Federal excise tax provision (benefit) (181,035) 186,459 Other 158,485 95,742 Total supporting services 429,907 788,072 Total expenses 6,563,679 6,245,453 Increase (decrease) in net assets without donor restrictions (22,558,648) 10,413,927 Net assets without donor restrictions, beginning of year 126,687,004 116,273,077 Net assets without donor restrictions, end of year

$ 104,128,356 126,687,004

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People

2022 Board of Trustees

President Dr. John Bell

Elizabeth Base

Teresa Adwan

Terry West

Marilyn Morris

Dan Little

Sarkeys Foundation Staff

Kim Henry Linda English Weeks Natalie Espinosa Carns Laynie Gottsch Executive Director Senior Program Officer Program Officer Program Officer and General Counsel

Lori Sutton Executive Assistant Facilities Manager

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Angela Holladay Director of Grants Management

Janice White Receptionist and Events Manager

SARKEYS FOUNDATION

530 East Main St. Norman, OK 73071 405-364-3703 (Office) 405-364-8191 (Fax) sarkeys.org