the Quality of Life in Oklahoma
Sarkeys Foundation Annual Report 2022 Improving
2
Leadership
Executive Director’s Message
President’s Message
TEEM - OKC
Harley’s House - Weatherford
Crosstown Learning Center - Tulsa
Home of Hope - Vinita
Safe Families Oklahoma - OKC
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Grants at Work 4
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10
12
By the Numbers
Grants Awarded
Grants and Guidelines
Resources/Southwest Regional Forum
Financials People
Board of Trustees
Staff
Staff
Editors:
Henry
Espinosa Carns
Design:
Acme Design Works The Sarkeys Foundation Annual Report is a publication of Sarkeys Foundation. 4 8 10 21 Table of Contents 14
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Outreach 14
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Publication
Executive
Kim
Natalie
Graphic
Teresa Dotson,
6
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.
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Leadership
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.”
A Message from Dr. John Bell Board President 3
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 world, and, for each woman incarcerated, the impact extends far beyond a sentencing period. Incarceration continues to create financial, personal, and professional barriers that severely impact a person’s ability to get back on their feet again. This creates cycles of incarceration and poverty that hold back generations and entire communities.
Higher levels of education are correlated with lower recidivism risk. Incarcerated women at Mabel Bassett Correctional Center experienced no recidivism upon their release if they took two college-level courses while incarcerated. Unfortunately, the cost of college courses is unattainable for the vast majority of 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.
No matter where I ran, my addictions went with me. I never met anyone like the people at TEEM who helped me. I knew that existed, but I didn’t see it-and I definitely didn’t think they existed for me. Now I know I belong. Now I have hope.
“
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- Stephanie C.
”
Grants at Work
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.
Annual Report 2022 5
Stacy
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 paying home daycares or early childhood education centers the private pay daily amount for care so that families are kept safe. The organization works closely with local agencies including law enforcement, DHS, and court systems to provide safe and appropriate childcare for as-risk families that come in contact with child welfare.
In 2022, Sarkeys Foundation awarded Harley’s House $10,000 to expand childcare scholarships to more families. This grant helped provide safe and appropriate childcare for at-risk families in western Oklahoma.
Grants at Work
“ ”
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 Harley’s House, I honestly don’t know how I could have made it. They showed me what a true support system is about and have become family to me!
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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.
Annual Report 2022 7
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 working in childcare. This issue continues to plague the industry and adversely affects the quality of the learning environment for 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.
Grants at Work 8
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 change my life.
“ ”
- Gabriella
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.
Annual Report 2022 9
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 to function more independently in their surrounding communities with training and support.
Men and women with disabilities have the same hopes as non-disabled people: hope for the same sense of belonging, opportunity, and independence. Home of Hope has grown into an organization that provides residential, vocational, and 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 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.
Grants at Work 10
As Chris was nearing high school graduation we searched for a place where he could build independence - living with roommates, working, and making as many choices as possible in a safe and caring environment. We found that place in Home of Hope.
“ ”
- Gary and Cheryl Ford, guardians
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.
Annual Report 2022 11
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 temporarily open their home to a child in a voluntary arrangement while the parent, with additional volunteer support, works 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.
Grants at Work 12
I just wanted to say thank you. For everything! When we first met through Safe Families, I never expected us to still have a relationship after the program was set to be completed. You guys gave me that extra push to be the best version of myself, nof just for me but for my kids.
“ ”
- SFO Participant mom
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!
Annual Report 2022 13
By The Numbers
In 2022 Sarkeys Foundation awarded over
5.5million
Since its founding Sarkeys Foundation has invested over
119nonprofits
135.5million in Oklahoma
Nearly108million
to 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.
S. J. Sarkeys
Outreach 14
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
150,000.00
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Total Assets
Food, Nutrition, Agriculture $
Elder Care $ 125,000.00
Youth
$
$
Development
100,500.00 Jobs/Employment
95,000.00 Public Protection $ 20,000.00
Grants
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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. Chickasha 8,000.00 General operating support Catholic Charities of the Archdiocese of Oklahoma City 20,000.00 Woodward Regional Office Family Support Services Oklahoma City, Inc. Catholic Charities of the Diocese of Tulsa Tulsa 20,000.00 Love Changing Lives in Eastern Oklahoma 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 Norman 15,000.00 Lawton Early Childhood Development Program 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 Oklahoma City 20,000.00 Restorative Dental Care Need of Treatment East Central University Foundation Ada 12,500.00 University Foodbank Education and Employment Ministry, Inc. Oklahoma City 50,000.00 Sarkeys Scholarship Fund
Awarded Outreach
17 continued on page 18 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. Tulsa 7,500.00 Parent Academy - General operating support (J.A.M.E.S., Inc.) 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
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. Edmond 10,000.00 It's Time to Get Together, Social Opportunities 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 Altus 20,000.00 Program and general operating Encouraging Ministries Operation Hope Prison Ministry (OHPM) Tulsa 10,000.00 Turning Obstacles into Opportunities Opportunities Industrialization Center of Oklahoma City 10,000.00 Computer upgrade for training Oklahoma County 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
19 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 Oklahoma City 500.00 Discretionary grant 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 Tulsa 15,000.00 General operating support Physical Challenges, Ltd. 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. Edmond 5,000.00 Wings Serves Oklahoma 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
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:
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.
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:
o Organization Name
o Contact Name, Address, Email and Phone Number
o Description of the Organization
o Description of the Project
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.
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Outreach
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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Resources Outreach
Statements of Financial Position
Years Ended November 30, 2022 and 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 5,354Investments 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 48,018Deferred federal excise tax liability - 340,929 Grants payable 3,702,000 2,875,000 Total liabilities 3,793,318 3,250,909 Net assets without donor restrictions 104,128,356 126,687,004 Total liabilities and net assets $ 107,921,674 $ 129,937,913 2022 2021
22
Outreach
Statements of Activities
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 22,696Total 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 23
Outreach 2022 2021 Years Ended November 30, 2022 and 2021
2022 Board of Trustees
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
Angela Holladay
Janice White Executive Assistant Director of Grants Receptionist and Facilities Manager Management Events Manager
President Dr. John Bell Elizabeth Base
Teresa Adwan
Terry West
Marilyn Morris
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Dan Little
People
SARKEYS FOUNDATION 530 East Main St. Norman, OK 73071 405-364-3703 (Office) 405-364-8191 (Fax) sarkeys.org
