Sarkeys Annual Report 2010

Sarkeys Foundation 2010 Annual Report

Improving the Quality of Life in Oklahoma

Impact is what we hope to achieve with every grant our Foundation gives to nonprofits. We consider these grants to be investments for today and the future.

It is our way of fulfilling our mission of Improving the Quality of Life in Oklahoma. We are not so naïve to think we can change the world with a single grant, but we do know we can change a life. We made a significant change for our 2010 grant process in an effort to create a more dramatic impact. Nonprofits now have the choice of applying for a grant of $10,000 and below or submitting a request for one of our traditional grants over $10,000. Not all nonprofits have the staff or resources to complete the lengthy application so our Foundation leadership took a bold step to give the “little guys” a better chance at receiving funding. And it worked. You can read about the successes of two smaller nonprofits in a rural area of southwestern Oklahoma. The new equipment they were able to purchase improves the quality and effectiveness of their services. More importantly, they are able to provide more help because of the time savings and efficiency. Another shift in the way we do business allowed Big Brothers and Big Sisters and Meals on Wheels to relocate their Norman offices to buildings near the Sarkeys Foundation offices and conference center. We are proud to highlight them in this report and the improvement in their work they are able to do in part because of the move to their new homes. The final nonprofits we highlight are creating a better life for the children and adults they work with each day. Two critical issues we face in Oklahoma include health care for all and easing the trauma for children and families after abuse. We are proud to support the important and difficult work of these professionals and volunteers. As we look back on 2010 and forward to the year ahead, we feel blessed to do the work Mr. S. J. Sarkeys had in mind when he created the Foundation in 1962.

Profiles4 Big Brothers and Big Sisters of Norman5 Meals on Wheels 6 Gabriel’s House8 Christian Helping Hands10 Health For Friends12 William W. Barnes Children’s Advocacy Center

Outreach20 Grant Guidelines22 Resources24 Financials People26 Board of Trustees27 Staff

Publication StaffExecutive Editor: Diana HartleyGraphic Designer: Teresa Dotson, Acme Design WorksPrinter: Mercury Press, Oklahoma City, OK

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

The mission of Sarkeys Foundation is to improve the quality of life in Oklahoma

The wheat icon carried throughout this report reflects the symbol of one of Oklahoma’s most important industries and serves as a symbol of life. We believe nonprofits in this state also embody those two facts and chose to celebrate the 49th year of Sarkeys Foundation this way.

The primary role of the trustees of our Foundation is to ensure our financial strength so we in turn are able to use our grantmaking to ease the financial

burdens on nonprofits and help them create success. It’s pretty easy to increase the total of our investments when the economy is strong but lately it’s been a more difficult road. We have not sat back and waited to see what would happen. We made some strategic and bold decisions during 2010 to put us in a stronger position today, so we are able to more effectively help finance nonprofits tomorrow. We diversified our investment portfolio, just as we advise nonprofits to make sure their income sources

are diverse. Our risk level remains low, however, our confidence about how our assets are invested has never been higher. Nonprofits face financial challenges as they see increasing numbers of people who need their services. We are proud to continue the legacy of the Sarkeys Foundation by being effective stewards of our assets and seeing that as many dollars as possible reach our grantees, resulting in an improved quality of life for Oklahomans.

Comments from Director and President

2 Sarkeys Annual Report 2010Sarkeys Annual Report 2010 3

Kim HenryExecutive Director

Richard A. BellPresident

Sarah came to visit her mother during the holidays. Since her father passed, she had always tried her best to check on her daily and make sure her spirits were up and she was doing okay. She noticed the past

couple of conversations that there was something that just didn’t seem right. During Sarah’s visit, her mother suffered a slight stroke and was becoming very forgetful. She was by no means in the condition to go into a nursing home and could still get around fairly well, but Sarah had a fear about her mother cooking. The doctors said she needed to be on a low sodium diet and suggested Meals on Wheels. The service has not only provided her mother with the specialized diet, but has also given her outside contact with the friendly volunteers. It was the volunteer driver that found Sarah’s mother this past month when she fell in the utility room. She was unable to get to her phone, but had her watch on and knew that the Meals on Wheels volunteer would be delivering her meal at noon the next day. When he approached the back door to deliver her meal, he heard her calling for help and immediately contacted 911 and then contacted the Meals on Wheels office, who contacted Sarah. Sarah has peace of mind just knowing that her mother’s wish of staying in her home for as long as absolutely possible is being fulfilled, and that she is receiving the proper diet, as well as a friendly face going by to visit with her each day.

NonprofitBackground

4 Sarkeys Annual Report 2010 Sarkeys Annual Report 2010 5

Big Brothers andBig Sisters of Norman

Mitch and his siblings were being raised by their grandmother, who thought it would be a good idea for her three grandchildren to be part of the Big Brothers and Big Sisters program. Grandparents

raising grandkids is something that is becoming more common today, however Mitch’s story is anything but common. He and his brother witnessed their father murder their mother. When his father was paroled, Mitch was scared, confused and didn’t know what to do. His ‘Big Brother’ Scott was there for him every step of the way. They were matched for seven years and spent time together each week. Sometimes they went to movies or sporting events. And sometimes they just hung out. No matter what they spent their time doing, the critical component of this program is that they spent time together. And into adulthood, Mitch and Scott are still friends. The story has a happy ending as Mitch and his brother and sister attend college, with two of them benefitting from scholarships through the Big

Brothers and Big Sisters program. Mitch is going to be a counselor so he can help kids like himself. This is truly a success story for all three kids who benefitted from having “Bigs” in their lives who listened, guided and supported their decisions.”

Every child deserves to have caring adults in their life. That’s the foundation of Big Brothers and Big Sisters. It all started in 1904, when a young New York City court clerk named Ernest Coulter was seeing more and more boys come through his courtroom. He recognized that caring adults could help many of these kids stay out of trouble, and he set out to find volunteers. That marked the beginning of the Big Brothers movement. Fast forward more than a century and move west to Norman, Oklahoma to find one of the strongest Big Brothers and Big Sisters chapters in the country.

the Quality of life in OklahomaImproving

What began in 1972 as the Norman Mobile Meals Council is now Meals on Wheels. What hasn’t changed through time is the same basic philosophy to improve nutrition by providing meal service to the ill, disabled, and senior residents within the Norman city limits. The organization strives to improve the mental health of isolated recipients by providing visitation and to improve the well-being of senior citizens in coordination with existing services in the Norman area. Licensed dieticians with the Norman Regional Health System determine the necessary meals to accommodate client’s specialized dietary needs.

Meals on WheelsNonprofitBackground

to offer space to local nonprofits for

office and administrative functions.

Two of Norman’s organizations that

didn’t need large offices for direct

service found the space to perfectly

meet their needs. These in-kind

grants total close to $50,000 per year.

Sarkeys Foundationmade the decision

in 2010. . .

6 Sarkeys Annual Report 2010

improving the of life in Oklahoma

Sarkeys Annual Report 2010 7

Gabriel attended Gabriel’s House for

four years, graduating from the program

last year. He comes from a loving but

dysfunctional home. Gabriel lives in a

two-bedroom apartment with his mother

who works at night, older brother who is a

high school student, and uncle who is an

alcoholic.

During his time in the program, staff

saw Gabriel make great strides in his self-

esteem and character traits. Today he is self-confident, mature for his age and comfortable in “his

own skin.”

Who better than a child to share his experiences in his own words:

The people at Gabriel’s House helped me with my homework and my times (multiplication). It

was hard for me and I was struggling, but now that I’m in the 4th grade I know my times. It made

it easier for me now. If I hadn’t got that extra help with my homework, especially my times, I

would have failed my class.

I would have had to do my homework by myself at home if I didn’t go after school, because my

mom works a night job and couldn’t be there to help me. My older brother tried to help me with

my homework but he couldn’t understand what the teacher was trying to teach me. At Gabriel’s

House they knew what I needed to learn.

I loved going to Gabriel’s House, I felt better just being there.

Bonnie Talley’s own

kids were nearly grown

when she felt called in

1996 to pursue what had become

her passion and dream - to start

an after school program for at-risk

children in Duncan. She knew of

after school programs conducted in

schools but felt led to do something

different and “out of the box.”

She felt that the children needed

something more than staying

after school in the same building

where they had just spent 6+ hours

Quality

I loved going to Gabriel’s House, I felt better just being there. ”

“

of school. She envisioned the

children walking from school to

a nearby house where someone

would greet them - a safe, nurturing

and “home like” environment

- Gabriel’s House. Bonnie’s dream

now operates from three separate

Gabriel’s House locations, near

Emerson, Mark Twain and

Woodrow Wilson Elementary

Schools, the Title I schools of

Duncan, serving the needs of 36

K-3rd grade students each year.

Gabriel’s House

One of the

toughest challenges

nonprofits face is keeping

up with technology. Each

of the three Gabriel’s

Houses had computers

for kids to use, but they

were old and were not

compatible with much of

the software being used

by the school district. A

Sarkeys grant provided

15 new computers, five

for each house. The kids

are now able to work on

homework and practice

skills like multiplication

so they can become

more proficient in their

classrooms, and more

confident for life.

NonprofitBackground

Melanie came to Oklahoma a few months ago with

nothing but the hope of starting a new life. Living on

the streets of California had taken everything from her,

including her son. With no one to turn to, she stopped

by one of the local churches to ask for help and the pastor

called Christian Helping Hands.

In just a short amount of time, volunteers arrived

to see what Melanie needed. They were willing to do

whatever they could to comfort and reassure her that

things would get better. She had just started a job but

had not gotten her first pay check. Christian Helping

Hands provided shelter. Volunteers took Melanie to their

clothing closet where she found work clothes. They gave

her food and some of the volunteers took her out to eat.

Every day someone was there to make sure she was not alone and did not lose hope.

The only thing Melanie had when she got to Comanche was her clothing. So when she found

permanent housing, Christian Helping Hands stocked the kitchen with good, healthy food and made

sure she had all she needed to feel at home. They gave her a ride if she needed to go somewhere and

almost every day someone came by her house or where she worked to ask how she was doing. Every week

a volunteer meets with her to budget her money and takes her to classes at the local technology center so

she can get her GED. Melanie knows she still has obstacles to overcome before making it on her own but

Christian Helping Hands gave her what she needed to start a new and better life. They have become her

family.

Comanche is a small

town of 1,561 in

southwestern

Oklahoma near Duncan. With

an average income of $11,000

below the already low state

average, residents here are feeling

the effects of a down economy.

A small group of dedicated

volunteers are working to make


improving the of life in OklahomaQuality

Every day someone was there to make sure she was not alone and did not lose hope. ”

“

Christian Helping Hands

sure no one goes hungry and

that everyone has clean clothes to

wear. Christian Helping Hands

operates a volunteer-led food

pantry and clothes closet, helping

make life a little better for those

who need it the most. They truly

believe they have to do all they

can because people are hungry for

more than food.

Volunteers would

spend at least eight

hours each week defrosting

seven old and inefficient

freezers so they could fill

them back up the next

week for the people they

serve in Comanche. A

grant from Sarkeys allowed

them to purchase a large,

walk-in commercial freezer

that is energy efficient

and self-defrosting. There

is now more space in the

facility to store food and

volunteers are able to

use the time saved each

week by not defrosting

the freezers to actually

serve the people in their

community, the very

mission of Christian

Helping Hands.

NonprofitBackground

After graduating from the University of Oklahoma,

Mary had her future mapped out. She would save the world,

travel internationally and have a beautiful home in the area

where she grew up, Norman. Instead, life happened and

she stayed in Norman, serving her community for over ten

years in service jobs where she found herself with little to no

income and no medical insurance.

As a Type I diabetic for over 25 years, Mary could no

longer afford to visit her doctors or buy the prescriptions she

needed to survive. She contacted the Health Department

and was encouraged to apply for Medicaid, but did not

qualify based on her age and other factors. She began

researching small grants for testing supplies and contacted

all of the manufacturers that produced her insulin. She

was successful with her efforts for testing supplies, but had to have a prescription to obtain the

insulin.

Mary was literally sitting on her couch with her head in her hands thinking “what am I going

to do” when her phone rang. It was a nurse from Health for Friends who explained a physician,

who had known Mary for over 20 years, contacted them on her behalf because she was too

embarrassed to ask for help. After explaining the services that Health for Friends provides,

Mary’s first visit was scheduled. She has been a patient for over a year now and contributes

a portion of her clean bill of health to this organization. She has had a number of services

performed in addition to receiving vital prescriptions at a discounted rate. Mary is truly thankful

for the care she has been given because she is able to live a healthy life while continuing to

pursue the career of serving her community.


improving the quality of in OklahomaLife

Health for Friends

As the economic

downturn hurt

non-profits across the

state, Health for Friends

was hit especially hard.

One of their primary

funders had embarked on

an expansion and was not

able to continue providing

financial support at their

previous level. The clinic

could no longer afford

to operate five days a

week and scaled back

operations to four days.

A Sarkeys grant provided

funding so they could

open and serve patients

again on Fridays, to

eliminate the long three

day wait to see a doctor.

A local nurse was

heartbroken that a

growing number of

people in her own community

had no health care resources so

she decided to do something

about it. She started a nonprofit

free clinic called Health for

Friends in a former motorcycle

garage. After the hometown

newspaper led a publicity

campaign and generous citizens

donated the land, construction

costs, equipment and money,

Health for Friends built a new

home of its own. Fast forward

25 years and you’ll find a

comprehensive primary-care

health facility that provides free

or low cost medical, dental and

pharmaceutical care to adult

patients in Norman.

”

“ Mary was literally sitting on her couch thinking

“what am I going to do” when her phone rang.

NonprofitBackground

”“ Ellen couldn’t move or

think or even breathe. She had never felt so lost.

Ellen seemed to have reached the

perfect point in her life. Happily remarried

with a new baby and three other children,

it just seemed as if everything had fallen

into place and everyone was happy. Then

she received a call from her ex-husband’s

new wife. She had discovered graphic and

inappropriate things on his computer

and was concerned about the kids’ safety

during visitations. When asked, the

children said they had seen things on their

Dad’s computer but were embarrassed to

tell. Before Ellen made the call to authorities, her daughter said she needed to talk to her.

This is when Ellen’s perfect world crumbled apart…she very softly said ‘Mom, Dad did things

to me.’ Ellen couldn’t move or think or even breathe. She had never felt so lost. She’s a teacher

and had dealt with situations like this before, but thought this could not be happening to her

own child.

When they got to the Children’s Advocacy Center, the staff put everyone, especially the

children, at ease. They answered questions and gave Ellen information on how to advocate for

her children. The daughter is receiving counseling and Ellen and her husband are in parenting

classes. The ex-husband was sentenced to 15 years in prison for what he did.

Ellen says she doesn’t know where their family would be without the Center. Although life is

not ‘perfect,’ she does feel her family is healing and happy again.


improving the quality of in OklahomaLife

William W. Barnes Children’s Advocacy Center It is a safe and

child-friendly placewhere a child can talk one-on-one with a trained interviewer using their own words about what has been alleged. This interview is recorded and may be used as evidence. A grant from the Sarkeys Foundation enabled the purchase of an iRecord digital recording system which has greatly improved the quality of the recordings of these interviews. The iRecord microphones can pick up what’s said by even the shyest child. The system also allows the law enforcement and child welfare specialists to observe the interview in an adjoining room, and they can zoom in on the face or drawing of the child, recording more than just the spoken words as evidence.

Thinking about the

physical and emotional

abuse children suffer

is difficult. What’s even tougher

is what the victims have to go

through in retelling their story

time and time again to law

enforcement and child welfare

investigators. Agencies in the

Claremore area responsible for

the investigation and prosecution

of child abuse cases formed a

task force to create a children’s

advocacy center, dedicated to

Dr. William W. Barnes, a local

pediatrician, who has devoted

much of his professional career

to working with child victims

of abuse. Since 2001 they’ve

been providing comfort and

compassion to child abuse victims

and their caregivers.

NonprofitBackground

4Rkids Enid Board retreat $2,349

4Rkids Enid Replacement of air conditioning system $10,000

A Chance To Change Foundation Oklahoma City ‘A Chance to SUCCEED’ program $25,000

A New Leash On Life Norman Board retreat $990

A New Leash On Life Norman Support of service, inmate and therapy dog programs $15,000

American Red Cross-Heart of Oklahoma Chapter Norman Emergency housing for disaster victims in Garvin and Pontotoc counties $7,500

Among Friends Activity Center Norman Board retreat $1,550

Among Friends Activity Center Norman Facility expansion $10,000

Armed Services YMCA of the USA, Lawton Lawton Childcare scholarship assistance for families of enlisted personnel deployed or returning from overseas $50,000

Citizens Caring for Children Oklahoma City Board retreat $1,600

Habitat for Humanity Norman In-kind gift of house $63,500

Communities Foundation of OklahomaOklahoma City Oklahoma Salute to the Vietnam Veteran $10,000

Unity Health Center Shawnee Resource facility for homeless $175,000

Crossroads Tulsa Board retreat $1,800

Crosstown Learning Center Tulsa Scholarships for teachers to complete their bachelor’s degrees in early childhood education or other professional development opportunities for staff $36,000

Daily Living Centers Bethany Capital campaign $50,000

Domestic Violence Intervention Services Tulsa Comprehensive Therapeutic Children’s Program $40,000

Domestic Violence Program of North Central Oklahoma Ponca City Board retreat $1,915

East Central University Foundation Ada Synergistic Learning and Research Center $50,000

Family Promise Of Shawnee Shawnee Equipment and technology upgrades $14,140

Food and Shelter For Friends Norman Board retreat $2,100

Friends of the Antlers Public Library Antlers Expansion and renovation of library $15,000

Friends Of The Duncan Public Library Duncan Renovation of children’s area $18,000

Gabriel’s House Duncan Purchase computers for the after school program $10,010

Greater Cornerstone Community Development Project Tulsa Construction of a community center $50,000

Habitat for Humanity Altus Area Altus Board retreat $1,850

Happy Hands Education Center Broken Arrow Scholarships $25,000

Health Alliance For The Uninsured Oklahoma City Purchase medications for the Central Pharmacy $25,000

Grantee Name City Project Amount


Grants PaidBoys and Girls Club of Chelsea Chelsea Support of the summer program $15,000

Bridges Of Norman Norman Career coaching program $16,800

BritVil Community Food Pantry Oklahoma City Food for increasing numbers of families in need $9,950

Cameron University Foundation Lawton Capital campaign for a student activities complex $100,000

Casa Of Oklahoma County Oklahoma City Board retreat $1,300

Casa Of Oklahoma County Oklahoma City Recruitment and training of volunteers $30,000

Celebrations Educational Services Oklahoma City Purchase of new computers and software $15,000

Choctaw County Library Hugo Board retreat $1,800

Christian Helping Hands of Comanche Comanche Purchase of a walk-in freezer $9,469

Health For Friends Norman Expand health care services $50,000

Heartland Lab Rescue Oklahoma City Board retreat $2,280

HeartLine Oklahoma City Call center staffing $30,000

Hearts For Hearing Foundation Oklahoma City Pediatric Hearing Aid Project $20,000

High Plains Outreach Center Woodward Transitional living assistance for homeless clients $20,000

Hope Center of Edmond Edmond Purchase and installation of new computers $5,000

Hospice Of Southwest Oklahoma Lawton Funds for patients who are uninsured $15,000

Idabel Library Friends Idabel Capital campaign $35,000

Individual Artists of Oklahoma Oklahoma City Board retreat $1,800

NAIC-Center for Oklahoma Alcohol and Drug Services Norman Expansion of gambling treatment program $10,000

New Hope Camp Tulsa Residential summer camp for children whose parents are or have been incarcerated $16,000

Northwest Domestic Crisis Services Woodward Renovations for transitional living program $20,000

Northwest Family Services Alva The outreach and early intervention program $44,608

Oklahoma Centennial Commemoration Fund Oklahoma City Construction of a dome for the Capitol building $50,000

Oklahoma Center For Nonprofits Oklahoma City Educational and training programs $16,821

Oklahoma City Community College Foundation Oklahoma City Construction of a performing arts center $200,000

Oklahoma City Educare Oklahoma City Capital campaign $200,000

Oklahoma Institute for Child AdvocacyOklahoma City Grant match for OKAN’s innovation grant from the Mott Foundation $25,000

Oklahoma Lions Boys Ranch Perkins Board retreat $2,500

Oklahoma Outreach Foundation Oklahoma City Board Retreat $2,500

Owasso Community Resources Owasso Basic Needs Assistance Program for disadvantaged families $7,500

Parents Assistance Center Oklahoma City Children’s counseling program $10,000

Payne County Youth Services .Stillwater Board retreat $905

Payne County Youth Services Stillwater Purchase of a generator for the emergency shelter $13,500

Possibilities Oklahoma City Possibilities Innovation Program $15,000

Rebuilding Together Okc Oklahoma City Repair and replacement of roofs for elderly low income homeowners $25,000

Rogers County Youth Services .Claremore Purchase computers, software, desks and student materials $9,600



Grants PaidInfant Crisis Services Oklahoma City Food, formula, and diapers $30,000

Iron Gate at Trinity Tulsa Healthy Food Initiative program $41,500

Jasmine Moran Children’s Museum Foundation Seminole Endowment $50,000

Katheryne B. Payne Education Center Oklahoma City Continuing support of the Alphabetic Phonics Therapy Demonstration Model Project $20,000

Legal Aid Services of Oklahoma Oklahoma City Legal staffing for a courthouse help desk for victims of domestic violence $25,000

Life Change Ballroom Oklahoma City Scholarships for the summer program $9,250

Lyric Theatre of Oklahoma Oklahoma City Building renovation $50,000

Mental Health Association in Tulsa Tulsa Continuation of the SafeTeam program $25,000

Midwest City-Del City Public Schools Foundation Midwest City Board retreat $1,800


Grants Paid


Rogers State University Foundation Claremore Capital campaign $50,000

Rose State College Foundation Midwest City Board retreat $1,800

Saint Simeon’s Episcopal Home Tulsa Assisted Living Expansion campaign $50,000

Sayre Public School Foundation Sayre Purchase books for classroom libraries $5,000

Second Chance Animal Sanctuary Norman Board retreat $2,000

Senior Law Resource Center Oklahoma City Program to prevent and address financial exploitation of the elderly and other vulnerable adults $20,000

Southwestern Oklahoma State University Foundation Weatherford Training equipment for the School of Nursing $75,000

Special Care Oklahoma City Scholarships for low income families $25,000

Stand In The Gap Tulsa Support for new youth transitional living program $15,000

Teen Empower Oklahoma City Board retreat $2,000

Christmas Connection Oklahoma City Purchase of school uniforms for students who attend Oklahoma City Public Schools $5,000

ABLE Norman Board retreat $2,260

The Junior League of Norman Norman Playground equipment for the ‘Baby Steps’ program $25,000

The Prairie House Foundation Duncan Purchase computer and software $4,831 Town & Country School Tulsa Purchase and install five computers for five classrooms $4,385

Travelers Aid Society of Oklahoma City Oklahoma City Phone system and technology upgrades $13,200

YMCA of Greater Oklahoma City Oklahoma City Military welcome center at Will Rogers Airport $15,000

YMCA of Shawnee Shawnee Construction and remodel existing facility $60,000

Young Women’s Christian Association of Tulsa Tulsa Bridge the budget gap in daycare costs for 67 children $20,000

Youth At Heart Tulsa Board retreat $1,600

Youth At Heart Tulsa Teen Initiative Program $15,000

Youth Services Of Tulsa Tulsa Transitional Living Program for homeless youth $26,000

Trinity Legal Clinic Of Oklahoma Edmond Legal services for the homeless clients at City Rescue Mission $6,000 Tulsa Community Foundation Tulsa Funding for ‘RACE to the Top’ application $50,000

University of Oklahoma Foundation Norman Construction of an indoor tennis facility and establishment of the Sarkeys Scholarship endowment in the Sooner Heritage Scholarship Program $300,000

Untitled [ArtSpace] Oklahoma City Underwriting for programs for a three year period $25,000

William W. Barnes Children’s Advocacy Center Claremore Purchase an iRecord video and audio system $28,235


9. Programs whose ultimate intent is to be profit making; 10. Start-up funding for new organizations; 11. Feasibility studies; 12. Grants which trigger expenditure responsibility by Sarkeys Foundation; 13. Direct support to government agencies; 14. 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 15. Religious institutions and their subsidiaries.

VI. Application Frequency Organizationsarelimitedtooneapplicationpercalendaryearortwelvemonthperiod.OrganizationswithacurrentgrantfromSarkeysFoundationareprohibitedfromapplyingforadditionalfundinguntilfinalpaymenthasbeenreceived.

VII. Content of Proposals Sarkeysacceptsproposalsthroughanonlineprocessatwww.sarkeys.org.Inordertoapplyforagrant,weaskthatapplicantsparticipateinapre-grantinterviewwithoneoftheprogramofficers.PleasecallSarkeysFoundationat405.364.3703tosetupan

appointment.Belowaretheprimarycomponentsoftheapplication:n OrganizationInformationn ExecutiveSummaryn ProjectInformationn FinancialandEndowmentInformationn BoardInformationn DescriptionoftheOrganizationn DescriptionoftheProjectn CollaborativeEffortsinYourCommunityn Line-itemBudgetfortheRequestn ListofSecuredFundsandPledges, OutstandingRequests,andOtherPotential SourcesofFunding

VIII. Challenge Grants TheBoardmay,atitsdiscretion,determinetoawardagrantcontingentuponthefulfillmentofaninstitution’sadditionalfund-raisingobligationfortheprojectinquestionwithinaspecifiedtimeperiod.

IX. Proposal Format Yourapplicationmustbecompletedonline.Youwillneedtosetupanaccountatwww.sarkeys.org.Ifforsomereason,youarenotabletocompleteanapplicationonline,contactaprogramofficerforassistanceandyouwillbeallowedtoeithermailordeliveraproposaltotheFoundationofficesat530E.Main,Norman,OK73071.Failuretoprovidecompleteinformationwilladverselyaffectyourprospectsforfunding.

www.sarkeys.org

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 will be 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 invite proposals and applications from qualified charitable institutions. A careful evaluation of each such request will be made. Applicants are required to participate in a pre-grant interview with a program officer at which time they will receive an access code for the online application. Nonprofit representatives are urged not to wait until the final deadline. A.MajorareasofsupportbytheSarkeys Foundationinclude: 1. Education; 2. Social service and human service needs; 3. Cultural and humanitarian programs of regional significance. B.Needsnormallyoutsidetherangeof supportbytheSarkeysFoundation: 1. Local programs appropriately financed within the community; 2. Direct mail solicitations and annual campaigns; 3. Out of state institutions; 4. Hospitals; 5. Operating expenses; 6. Purchase of vehicles; 7. Grants to individuals; 8. Responsibility for permanent financing of a program;

Nonprofit Board Development The environment for nonprofits is constantly changing, including expectations of board

members and the members rotating off of boards in compliance with term limits. Our staff and

consultants are available to assist nonprofit staff and boards through some of the changes ensur-

ing effective governance and making certain strategic goals are in place for a successful future.

Beyond the checks we send to our grantees, we want to help nonprofits succeed. Call our staff to

see if there is a resource available that your organization needs.

Conference Center The Conference Center 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 Conference Center 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 full-service and

large catering kitchen.

Resource Center The Resource Center is yet another way Sarkeys Foundation adds value to nonprofit

organizations. At low or no cost, nonprofits can utilize a large format full color printer,

a color copier, a laminator, die cuts, binding systems, and other resources to help

keep their budgets lower for supplies and printing.


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 Southwest Regional Leadership Forum More than 600 nonprofit professionals and volunteers from Oklahoma and the region are

expected at the Embassy Suites Conference Center in Norman on November 8 and 9, 2011

for the Forum. Once again, keynote speakers will inspire and lead attendees to a higher level

in their work. This year’s Forum is being presented in partnership with the Oklahoma Center

for Nonprofit Management, and the Oklahoma City and Tulsa chapters of the American

Fundraising Professionals. This will be an affordable professional development opportunity

featuring a keynote presentation entitled “Storytelling: The First Big Thing” that promises

laughter, enlightenment and skill building. Check www.sarkeys.org for additional information

and to register.

Oklahoma Institute for Nonprofit Leadership A key board member and the nonprofit CEO from 21 agencies spent three days at Quartz

Mountain Resort in Lone Wolf in May of 2010. The retreat format allows teams to work together

to identify best practices to make their organization stronger and to return home with a renewed

commitment to their mission. OINL is an invitation-only retreat that will happen again in 2012.

Interested nonprofits should contact Sarkeys’ staff for more information.

Revenues, gains and Other SupportInvestmentreturn $ 7,233,019 $18,964,940Educationalprograms - 88,362Royaltiesandleasebonus 37,680 439,374Other 3,042 10,091 Totalrevenues,gainsandothersupport 7,273,741 19,502,767

Expenses

Grantsawarded,net 1,269,687 1,461,834 Educationalprograms 7,925 140,481 Professionalfees 54,064 63,346 Investmentfees 354,128 291,441 Trusteefees 84,400 99,300 Employeecosts 795,300 859,343 Depreciationandotherpropertycosts 128,110 159,210 Federalexcisetaxes 104,202 196,657 Other 151,506 208,194

Totalexpenses 2,949,322 3,479,806

Increase in Unrestricted Net Assets 4,324,419 16,022,961

Unrestricted Net Assets, Beginning of Year 84,692,016 68,669,055

Unrestricted Net Assets, End of Year $89,016,435 $84,692,016

Assets Cashandcashequivalents $ 2,462,408 $ 1,376,381Interestanddividendsreceivable 170,209 216,674Federalexcisetaxesreceivable 2,236 39,660Deferredfederalexcisetaxes 16,527 41,305Investments,atfairvalue 85,749,902 83,825,978Propertyandequipment,net 1,929,560 2,071,430Otherassets 3,500 5,600 Totalassets $90,334,342 $87,577,028

Liabilities and Net Assets

LiabilitiesAccountspayableandaccruedexpenses $ 77,427 $51,972

Grantspayable 1,240,480 2,833,040

Totalliabilities 1,317,907 2,885,012

Unrestricted Net Assets 89,016,435 84,692,016Totalliabilitiesandnetassets $90,334,342 $87,577,028


Statements of Financial Position

2010 2009

November 30, 2010 and 2009

Statements of Activities

2010 2009

November 30, 2010 and 2009


Sarkeys Foundation Staff

Board of Trustees

From left to right: Dan Little, Madill; Teresa Adwan, Tulsa; Terry West, Shawnee; Richard Bell - President, Norman; Joseph Morris, Tulsa; Fred Gipson, Norman.

From left to right, back row: Lori Sutton, Facilities Operations Officer;Kim Henry, Executive Director; Kate Thompson, Executive Assistant & Technology Manager; Janice White, Receptionist. Front row, left to right: Linda English Weeks, Senior Program Officer; Angela Holladay, Office Manager; Diana Hartley, Program Officer; Susan Frantz, Senior Program Officer.

Sarkeys Foundation 530 East Main

Norman, OK 73071405-364-3703 (Office)405-364-8191 (Fax)www.sarkeys.org

“To improve the quality of life in Oklahoma”

Sarkeys Annual Report 2010

Documents

Transcript of Sarkeys Annual Report 2010