sarkeys annual report 2010
DESCRIPTION
Annual Report 2010TRANSCRIPT
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
8 Sarkeys Annual Report 2010 Sarkeys Annual Report 2010 9
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.
10 Sarkeys Annual Report 2010 Sarkeys Annual Report 2010 11
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.
12 Sarkeys Annual Report 2010 Sarkeys Annual Report 2010 13
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
14 Sarkeys Annual Report 2010 Sarkeys Annual Report 2010 15
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
16 Sarkeys Annual Report 2010 Sarkeys Annual Report 2010 17
Grantee Name City Project Amount
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
Grantee Name City Project Amount
Grants Paid
18 Sarkeys Annual Report 2010 Sarkeys Annual Report 2010 19
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
20 Sarkeys Annual Report 2010 Sarkeys Annual Report 2010 21
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.
22 Sarkeys Annual Report 2010 Sarkeys Annual Report 2010 23
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
24 Sarkeys Annual Report 2010 Sarkeys Annual Report 2010 25
Statements of Financial Position
2010 2009
November 30, 2010 and 2009
Statements of Activities
2010 2009
November 30, 2010 and 2009
26 Sarkeys Annual Report 2010 Sarkeys Annual Report 2010 27
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”