Sarkeys Foundation Annual Report 2008

Cheri D. CartwrightApril 16, 1946 - March 31, 2009

Publication StaffExecutive Editor: Diana Hartley

Graphic Designer: Teresa Dotson, Acme Design WorksIllustrations: Ellis Tontz, Natalie Pattison

Photo courtesy of Keepsake PhotographyPrinter: Mercury Press, Okla. City

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

Board of TrusteesPresident’s Letter

mproving the quality of life in Oklahoma is what Sarkeys Foundation has been doing since 1962. I am proud to have been a part of this organization since 1991. Serving as president of the board during 2008 brought successes

and challenges. We saw our assets grow to a record high, and then drop substantially. Although the amount we are able to invest in Oklahoma nonprofits may be lower, our commitment to their success has never been greater.

Almost 50 years ago, Mr. Sarkeys had a vision. He was resolute. His vision was firm. He was committed to do good works for Oklahoma and we are furthering his commitment. Most importantly, we are steadfast in our support of education for young men and women and in making the path of life smoother and happier for those who trod along the way.

As we make our way through these trying times, it is critical we keep moving forward. There has never been a more important time for Sarkeys Foundation to demonstrate leadership and boldly implement the vision of Mr. Sarkeys.

Warm Regards,

Joseph W. Morris, President

mFoha

and challenges

I

1

Annual ProfilesCrosstown Learning Center . . . . . . . . 4

Friends of the Hulbert Library . . . . . . . 6

Help in Crisis . . . . . . . . . . . . . . . . . . . . 8

Price Tower Arts Center . . . . . . . . . . . 10

Rogers State University Foundation . . 12

Outreach and Education Toolbox Series . . . . . . . . . . . . . . . . . . 14

Oklahoma Institute for

Nonprofit Leadership . . . . . . . . . . . 15

Speakers Series . . . . . . . . . . . . . . . . . 15

Board Retreats . . . . . . . . . . . . . . . . . 16

Conference Center and Annex . . . . . 16

Research Library . . . . . . . . . . . . . . . . 17

Southwest Regional

Leadership Forum . . . . . . . . . . . . . 18

PeopleBoard of Trustees . . . . . . . . . . . . . . . 20

Staff . . . . . . . . . . . . . . . . . . . . . . . . . 21

Grants Paid . . . . . . . . . . . . . . . . . . 22

Financials . . . . . . . . . . . . . . . . . . . 26

Application Guidelines . . . . . . . . 28

Inside:Inside:

The mission of Sarkeys Foundation

is to improve the quality of life in

Oklahoma

ometimes the roads we travel are bumpy. It doesn’t mean we stop moving forward, it just means it may take a little longer and be a bit uncomfortable. Our focus must continue to be on our journey and the road in front of us.

For Sarkeys Foundation the destination is still the same. We are determined to fulfill our mission to improve the quality of life in Oklahoma. We know S.J. Sarkeys didn’t always travel the smoothest roads when he made his way to Oklahoma in the 1890s. But we do know he never gave up when he hit those bumps. His dream to create a foundation to make a difference and create a brighter future for Oklahomans is alive and well today.

We began a road trip last year in central Oklahoma as the first of five annual profiles leading up to Sarkeys Foundation’s 50th anniversary in 2012. This year we move over to northeastern Oklahoma and take a look at five organizations that are weathering the economic bumps and continuing to make a difference in the lives of thousands of Oklahomans.

It’s time to buckle up and keep our focus

3

on the road ahead.

omwloc

For Sarkeys Foun

S

4

Crosstown Learning Center

Children of all economic levels should have access to quality Children of all economic levels should have access to quality

programs and services, given in an atmosphere filled with love, programs and services, given in an atmosphere filled with love,

hope, security, and excitement, leading to their development hope, security, and excitement, leading to their development

of self-esteem and decision-making abilities.of self-esteem and decision-making abilities.

Mission: Mission:

The children

are loved and taught

in ways that bring out

their creativity.

“ “

rosstown cares for children of families who live at or below the poverty level. Parents are working or going to school trying to support their families.

The childcare industry faces a challenge in being able to attract suitable and qualified teachers. Most childcare centers are not in the financial position to hire teachers who are bachelor’s prepared. So how does an organization solve this problem? Crosstown asked Sarkeys Foundation to help with a grant of $116,000 for scholarships for teachers to complete their bachelor’s degrees in early childhood education.

Crosstown is located in the Kendall-Whittier community in Tulsa. They were the first childcare center on Tulsa’s north side to earn national accreditation. Director Debbi Guilfoyle says the goals for the future include serving as a strong anchor in a deteriorating Tulsa community by providing community resources and social services for their families and neighbors.

“My children and I love the teachers at Crosstown. This is more than just a job for them. They create an environment of family and learning, and you always feel welcome. The children are loved and taught in ways that bring out their creativity. They exceed my expectations of a childcare facility.” “The generosity of Sarkeys Foundation will enable our teaching staff to achieve the highest level of professional and personal gratification. Early Childhood Development and the wonderful kids at Crosstown are the real winners in this partnership.” Lou Fitch, Crosstown Board Member

roog

The childcare

C

5

Jamie Cox, Crosstown Parent

Friends of theHulbert Library

The Friends organization serves as an advocate for the The Friends organization serves as an advocate for the

Hulbert Library through its fundraising, help with program Hulbert Library through its fundraising, help with program

services, and acting as liaisons to the community. They services, and acting as liaisons to the community. They

help encourage the public’s use and support of the library.help encourage the public’s use and support of the library.

We want to grow

and become a

gathering place,

a place to come

and dream.

““

Mission: Mission:

6

ural Oklahoma towns struggle to meet changing needs of their citizens and to keep up with infra-structure demands. The small town of Hulbert, near

Tahlequah, is no different. However, a group of residents started dreaming about a new library in 1991. After almost two decades of hard work, the dream became a reality. No longer are books and materials stacked to the ceiling with little space for computers or a children’s area. The residents of this tiny northeastern Oklahoma town now have a library and a source of pride.

The Hulbert Public Library began with a $3,000 seed grant from the Cherokee Nation which was used to purchase the library collection from the Flaming Rainbow University. The books, shelves, tables, and chairs in an old storefront along Main Street became a community gathering place. The Friends group wanted more. So they made quilts, cooked barbeque, published a cookbook, and eventually raised enough money to purchase land for a new library. Local sources provided money to build the building. To put the final touches on the library, Sarkeys provided a grant of $40,000 for shelving and flooring.

“Without the people who had the drive and stubbornness, we couldn’t have facilities like this. We realize this is the beginning. We want to grow and become a gathering place, a place to come and dream, and hopefully grow another generation of stubborn people.” Blaise Glory, Friends of the Hulbert Library

“Libraries are the great equalizer in our communities. It doesn’t matter how much money you have or how old you are – everyone is welcome at the library.” Mary Maroney, Director, Eastern Oklahoma Library System

un

Tahlequah, is no

R

7

Help in CrisisEliminate family violence, child abuse, and sexual assault Eliminate family violence, child abuse, and sexual assault

through advocacy, education, counseling, support, and through advocacy, education, counseling, support, and

prevention services.prevention services.

This project gives survivors

opportunities to improve

their lives and find success

in the workplace.

“ “

Mission: Mission:

8

elp In Crisis provides support services to victims of domestic violence and sexual assault in Adair, Cherokee, Wagoner, and Sequoyah counties in northeastern Oklahoma.

The majority of women who enter the domestic violence shelter have few or no job skills or work experience. In many cases, the batterer does not allow the victim to work because of jealousy, fear she will leave if she has the financial means, or because he wants to belittle her for not working. Without relevant job experience or a good employment record, these women face a major obstacle in finding employment. They need modeling and teaching on how to operate successfully in the workplace. A grant of $40,000 created a resale shop to be used as a job train-ing program for women and teens in the shelter. This solution successfully puts excess in-kind donations to good use, provides women with training and job experi-ence, and generates money to support and provide services for victims.

“Over the years, members of the Help In Crisis staff and board of directors have been privileged to attend forums and workshops conducted by the Sarkeys Foundation. Economic development and long-range planning skills learned at Sarkeys assisted us in investigating new ways to generate revenue,” Sue Agnew, Board Chair

“While we worked on the idea of a resale shop, it became clear to us that it would be a triple win situation. Work experience for those we serve, donations out of our front office, and an opportunity to keep enormous amounts of ‘stuff’ out of the landfill.Could it be any better than that? This project gives survivors oppor-tunities to improve their lives and find success in the workplace.”

elpdoC

Th j it

H

9

Deana Franke, Executive Director

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Price TowerArts Center

To provide local, regional and global audiences with the To provide local, regional and global audiences with the

experience of great art, architecture and design in Frank experience of great art, architecture and design in Frank

Lloyd Wright’s great masterpiece, the Price Tower.Lloyd Wright’s great masterpiece, the Price Tower.

Through the use of

technology, we are able

to showcase

Frank Lloyd Wright’s only

skyscraper with the world.

““

Mission: Mission:

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n recent years, arts education in Oklahoma public schools has declined as a result of budget constraints and changes in national and state educational priorities. Arts education is vital to completing the well-rounded education of

today’s young people. The study of art stimulates creative thinking processes that have the capacity to improve problem-solving skills in other areas of life. Organizations like the Price Tower Arts Center are positioning themselves to partner with public schools to address the need.

A $10,000 grant from Sarkeys was matched with funds from the Kerr Foundation for outreach programs targeted to school-age children. Since field trips aren’t always possible, these art programs make their way in-person or via the internet to Oklahoma classrooms. And it is an added bonus for those students who do get to visit one of Oklahoma’s world class attractions in the Price Tower. Frank Lloyd Wright remains one of the world’s best-know architects and his skyscraper in Bartlesville is a masterpiece. It is the perfect setting to introduce students to modern art, architecture and design.

“Through Price Tower’s online education efforts, the experience of being a junior docent has allowed me the opportunity to connect with my community’s history first-hand, and learn the work of a revolutionary architect… his designs were very cool and contemporary.” “I was delighted to personally support the Price Tower with the Kerr Challenge, and applaud the Sarkeys Foundation for their support as well. Through the use of technology, we are able to showcase and share Frank Lloyd Wright’s only skyscraper with the world.”

n repucoec

today’s young pe

I

Hailey Boyer, Thirteen-Year-Old Junior Docent

Charlie Daniels, Price Tower Trustee

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Rogers StateUniversity

FoundationTo promote, support, foster, and enhance the educational To promote, support, foster, and enhance the educational

purpose of Rogers State University. The majority of students purpose of Rogers State University. The majority of students

are from northeastern Oklahoma and this regional are from northeastern Oklahoma and this regional

university provides opportunities for students to university provides opportunities for students to

achieve their educational goals.achieve their educational goals.

The Centennial Center

has completely

transformed student life

on the RSU campus.

“ “Mission: Mission:

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ince becoming a four-year university in 1999, Rogers State University has experienced impressive growth. As the student population has grown to more than 4,000 students, so has the need to provide students with a full University experience. By

constructing their first Student Services Center, RSU is elevating the level of services to students, enhancing their college experience, while also providing an exceptional venue for meetings and events. Student time spent at RSU is much more than just writing a paper or attending classes. RSU believes much more will be learned and enjoyed while socializing, studying, eating and simply “hanging out” on campus.

A $200,000 investment from Sarkeys Foundation funded construction of the West Terrace of the Student Services Center. Students and residents from Claremore and the surrounding communities will enjoy events in this open 9,000 square-foot space.

“Although RSU has a beautiful main campus in Claremore, we were missing a key component – a central location where students could gather to study, socialize, and receive important academic support services. Through the generous support of the Sarkeys Foundation, we were able to build just such a facility – the state-of-the-art Centennial Center.”

“The Centennial Center has completely transformed student life on the RSU campus. We are thankful to the Sarkeys Foundation for their support of this awesome new facility.”

incStAt

o t ti th

S

Dr. Larry Rice, RSU President

Dan Hardt, Senior and President, RSU Student Government Association

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In its effort to fulfill the mission of improving the quality In its effort to fulfill the mission of improving the quality

of life in Oklahoma, Sarkeys opens its doors to nonprofit of life in Oklahoma, Sarkeys opens its doors to nonprofit

agencies across the state and region. The saying “more than agencies across the state and region. The saying “more than

a checkbook” may very well become S.J. Sarkeys’ legacy. a checkbook” may very well become S.J. Sarkeys’ legacy.

The Foundation focuses much of its efforts on providing The Foundation focuses much of its efforts on providing

high level professional development opportunities through high level professional development opportunities through

seminars, conferences, retreats, and programs. seminars, conferences, retreats, and programs.

Trustee Terry West said “our educational programs may well Trustee Terry West said “our educational programs may well

be our legacy and will ultimately have a greater impact on be our legacy and will ultimately have a greater impact on

the nonprofit community than direct grants.” the nonprofit community than direct grants.”

Outreach and Education

TToolbox Series

he Sarkeys Foundation Toolbox Series is all about doing the right things right. Inside the

toolbox, nonprofits find innovative approaches and practical solutions to strengthen their effectiveness and accountability. This 8-month on-going professional development series helps organizations take their work to a higher level. Completion of all 8 workshops results in a Certificate of Achievement issued jointly by Sarkeys Foundation and the University of Oklahoma College of Arts and Sciences. This is the only nonprofit education program in Oklahoma to be endorsed by a higher education institution.

■ Board Roles and Responsibilities

■ Strategic Planning

■ Grantwriting and Fundraising

■ Financial Leadership

■ Legal Issues and Conflict Management

■ Assembling Your Workforce

■ Technology

■ Hot Topic Roundtable Discussions

With the limited budgets of nonprofits, traveling outside the state to hear national experts isn’t always an option. The Spring Speakers Series helps nonprofit professionals and volunteers by bringing these national experts right here to central Oklahoma. In 2008, more than 500 nonprofit staff and volunteers took advantage of these learning opportunities. Jane Sanders is a powerful and respected speaker, trainer, and consultant who taught participants how to move from pain to polish with strategies for more effective presentations. A leading expert on donor communications, Tom Ahern brought his experience to Norman to help nonprofits raise more money, improve donor retention, attract new supporters, and dramatically improve their organization’s image and reputation with better communications. Kids today face a completely different landscape. Dr. Peter DeBenedittis demonstrated how online environments are putting kids at risk. In addition to understanding the landscape kids face, Dr. D offered practical solutions that can change our commercial culture and make children safer. The fourth and final speaker in the series wowed his standing-room only audience with stories of his own horrific child abuse and domestic violence on the level of torture at the hands of his father. Victor Rivers, actor, athlete, and child abuse survivor, is a leading activist determined to draw atten-tion to preventing violence against women and children. He says he is “the child the village helped raise,” and his visit to Oklahoma has resulted in more awareness and intervention around this issue.

Springs Speaker Series

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Oklahoma Institute for Nonprofit Leadership One of the most important factors for a successful nonprofit is an effective board and staff partnership. This team approach between the executive director and the board is a best practice Sarkeys Foundation fosters every other year with the Oklahoma Institute for Nonprofit Leader-ship. A key board member and the nonprofit CEO from 18 agencies undergo intensive training on board roles and responsibilities, fundraising, strategic planning, and conflict management. The participants return to their home agencies sharing what they have learned, resulting in a stronger organization and renewed commitment to their mission.

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Consultant Training Although many business principles also apply to nonprofits, there are different best practices and principles that are relevant. In an effort to make certain consultants working with nonprofits throughout the state are using the best strategies, Sarkeys Foundation provides consultant training in conjunction with Board Source, a national organization dedicated to cutting-edge thinking and resources related to nonprofits. The experts in Oklahoma are trained and ready with their own tools to help improve the quality of management of nonprofit organizations.

Board Retreats The consultants who complete training with Sarkeys have the opportunity to take their knowledge and put it into action by work-ing with nonprofit organizations that apply for Board Retreat Grants. In 2008, Sarkeys funded 20 board retreat grants totaling $41,144. These single events are perhaps the best way for nonprofits to address some of the more challenging issues they are facing. With these challenging economic times, a board retreat is an important strategy to keep focused on the future and the mission of the organization. The long-term approach accomplished from a retreat helps nonprofits focus beyond day-to-day operations to strategic goals for a successful future.

Conference Center and Annex Nonprofit organizations have enjoyed using the Sarkeys Foundation Conference Center and Annex for events, meetings, and special functions at no or low cost since 2001. In addition to these facilities serving as the site for most of Sarkeys Foundation’s education programs, these attractive spaces are primarily used for board retreats, staff and volunteer trainings, and special functions including award dinners, receptions, and fundraising events. Since the opening in September 2001, 29,318 guests have attended 815 events in this facility.

continued on page 17

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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. The large catering kitchen is a favorite of local caterers when working events. During this past year 4,853 guests attended 164 events. The Annex is located just west of the main Conference Center. It offers additional meet-ing space for small groups that don’t need presentation technologies. More intimate and less formal than the Conference Center, the Annex is also versatile in arrangements and seating capacities. More than 1,300 guests at 88 events met in the Annex.

Research Library The Sarkeys Foundation Research Library, adjacent to the Conference Center, offers fundraising directories, board development information, comprehensive foundation lists, materials on management and govern-ment issues, and also maintains an internet-ready computer. Use of the library is available during business hours by appointment. The catalog of resources can be found on the Sarkeys Foundation website at www.sarkeys.org.

Incubator and Resource Center One of the first of its kind in Oklahoma, the Sarkeys Foundation Nonprofit Incubator provides temporary space at below market value to new and transitioning nonprofits. Opened in 2002, the incubator has housed several organizations. It is the existing home for Girl Scouts of Western Oklahoma and the Oklahoma Infant Mental Health Association. 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 them keep their budgets lower for supplies and printing. Nonprofit staff and volunteers have found the center to be invaluable.

onprofit professionals and volunteers can open their minds to creative thinking during this two-day intensive training conference featuring national keynote speakers

and 40 breakout sessions. During these difficult economic circumstances, there has never been a more important time to learn from national and regional experts on financial leadership, fundraising, strategic planning, board governance, and communi-cation. New session topics focus on social marketing strategies and how nonprofits can be more “green.”

Nationally recognized speakers include: Kevin Carroll, an author, speaker and agent for social change. With his effervescent energy, wit, and humor, Kevin helps people harness the power of sport and play as a vehicle for chasing and achieving their dreams. Sam Glenn, the Authority on Attitude, has shared his “Kick in Your Attitude” message with more than 2-million people and audiences really connect to his chalk art presentations. Peter L. Benson, president and CEO of Minneapolis-based Search Institute, is one of the world’s leading authorities on positive human development including the 40 developmental assets young people need to succeed. His insight, vision, and passion have made him a widely sought speaker, writer, and consultant for major national and international events, organizations, and policy initiatives. Karen Purvis is known to many as The Child Whisperer. Her research, training, and outreach, which have drawn national attention, focuses on special needs children who have been adopted into caring families. This will be a special pre-conference session.

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Sarkeys Foundation’s Southwest Regional Leadership ForumSarkeys Foundation’s Southwest Regional Leadership Forum

November 17 - 18, 2009November 17 - 18, 2009

Embassy Suites Hotel & Conference CenterEmbassy Suites Hotel & Conference Center

Norman, OklahomaNorman, Oklahoma

onmtr

and 40 brea

N

Southwest Regional Leadership Forum

The 2009 Forum is the perfect opportunity for board members, professionals, foundation and corporate leaders, volunteers, and others committed to the nonprofit sector to seek creative solutions and outside-the-box thinking. With a parachute theme for this year’s conference, a key idea to keep in mind is that a parachute is carefully folded, or “packed” to ensure that it will open reliably. The clients of nonprofit organizations deserve to know their parachute – Oklahoma nonprofits – will be there for them and on that they can rely.

Additional information about the 2009 Southwest Regional Leadership Forum is available at www.sarkeys.org or by calling 405-364-3703.

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Minds are like parachutes;

Board of Trustees

Joseph W. Morris - PresidentTulsa, OK

Richard A. Bell - Norman, OK

Fred Gipson - Norman, OK

Teresa B. Adwan - Tulsa, OK

Kim Henry - Oklahoma City, OK

Terry W. West - Shawnee, OK

Dan Little - Madill, OK

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Sarkeys Foundation Staff

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Ann M. Way Susan C. FrantzInterim Executive Director Senior Program Officer

Diana Hartley Michael Way Program Officer Information Systems Manager

Angela Holladay Debra L. Dover Office Manager Facilities Manager

Jennifer Edwards Gayle Schardt Janice WhiteExecutive Assistant Data Management Receptionist Specialist

Grants PaidGrantee Name, CityGrantee Name, CityProject, AmountProject, Amount

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

Armed Services YMCA of the USA, Lawton Childcare scholarship assistance for families of enlisted personnel $45,000

Best Friends of Shelter Pets Inc. Oklahoma CityBoard Retreat $1,442

Calm Waters Center for Childrenand Families Oklahoma CityExpansion of school-based grief support groups $25,000

CASA of Oklahoma County Oklahoma CityBoard Retreat $2,000

Center for Children and Families, Inc. NormanChild Trauma Academy program $55,000

Cherokee National Historical Society TahlequahBoard Retreat $2,500

Chickasaw Regional Library ArdmoreComplete the construction of the Parker Library in Sulphur $30,000

Chisholm Trail Arts Council, Inc. DuncanBoard Retreat $1,800

Community After School Program NormanBoard Retreat $2,000

Community Crisis Center, Inc. MiamiBoard Retreat $2,000

Community Development Support Association EnidBoard Retreat $2,300

Crosstown Learning Center, Inc. TulsaScholarships for teachers to complete bachelor’s degrees in early childhood education $40,000

Daily Living Centers Oklahoma CityCapital campaign $50,000

Dean A. McGee Eye Institute Oklahoma City Equipment for facility expansion $50,000

Domestic Violence Intervention Services TulsaFunding for two positions atthe Creek County Program $40,000

Duncan Little Theatre, Inc. DuncanBoard Retreat $1,800

East Central University Foundation AdaCapital campaign $50,000

Family Promise of Shawnee ShawneeMentoring program $17,930

Friends of the Hulbert Library HulbertLibrary shelves and flooring $40,000

Great Expectations FoundationTahlequahLaptops, projectors, and software $20,000Harn Gardens Oklahoma CityGeothermal heat pump system $60,000Help In Crisis TahlequahStart-up costs for a resale shop and job skills training $40,000

Hospice - Circle of Love Association EnidBoard Retreat $2,000

Hospice of Green Country TulsaEducational materials for a training library $21,543

Hospice of Southwest Oklahoma, Inc.LawtonAssistance for uninsured patients $15,000

Jasmine Moran Children’s Museum FoundationSeminoleEndowment $50,000

Jewish Federation of Greater OKC Oklahoma City‘Deadly Medicine: Creating the Master Race’ exhibit $25,000

Legal Aid Services of Oklahoma Oklahoma CityHardware, software, and installation of new servers $50,000

LIFE Senior Services, Inc. TulsaLIFE Connection Scholarship Fund $20,000Lincoln County Arts and Humanities Council, Inc. ChandlerHistoric restoration of the 1937 WPA era National Guard Armory building $25,000

Lyric Theatre of Oklahoma Oklahoma CityBuilding renovation $50,000

Make-A-Wish Foundation of Oklahoma Oklahoma CityOffice upgrade $25,000

Mary Abbott Children’s House NormanSalary for a development director $25,000

Mental Health Association in Tulsa TulsaFunding assistance for SafeTeam, a suicide/violence prevention program $50,000

Nature Conservancy - Oklahoma ChapterTulsa Four Canyon Preserve equipment storage facility $50,000 Neighborhood Services Organization Oklahoma CityTransitional living program $25,000

23continued on page 24

Oklahoma Arts Institute NormanEndowment for theatre faculty chair $50,000

Oklahoma Brain Tumor Foundation Oklahoma CityBoard Retreat $2,050

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

Oklahoma Child Care Resourceand Referral Association Oklahoma CityBoard Retreat $2,500

Oklahoma Children’s Theatre Oklahoma CityTheatre enrichment program $15,000

Oklahoma City Community College FoundationOklahoma CityCapital campaign $200,000

Oklahoma City Educare, Inc. Oklahoma CityCapital campaign $200,000

Oklahoma City Public Schools FoundationOklahoma CityAssistance for ‘Teachers Warehouse’ $20,000

Oklahoma Museums Association Oklahoma CityBoard Retreat $2,000

Oklahoma People First Oklahoma CityBoard Retreat $2,000

Planned Parenthood of Central Oklahoma Oklahoma CityPermanent contraception program $40,000

Possibilities Oklahoma CityCamp Possibilities program $25,000

Price Tower Arts Center, Inc. BartlesvilleOutreach programs $10,000

Putnam City Public Schools Foundation Oklahoma CityBoard Retreat $1,600

Regional Food Bank of Oklahoma Oklahoma CityCapital campaign and the Food4Kids program $200,000 Roadback, Inc. LawtonBoard Retreat $2,500 Rogers State University Foundation ClaremoreCapital campaign $50,000

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

Senior Law Resource Center, Inc. Oklahoma CityBoard Retreat $2,500

Grants Paid, continued

Grantee Name, CityGrantee Name, CityProject, AmounProject, Amount

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Smart Start Payne County, Inc. StillwaterBoard Retreat $2,500

Stillwater Children’s Museum StillwaterSalary for a support position $21,124

The Cherokee Strip Museum Association AlvaBoard Retreat $1,600

The Hospitality House of Tulsa, Inc.Broken ArrowBoard Retreat $2,500

Thomas P. Stafford Museum EndowmentWeatherfordInflatable planetarium $60,000

Town and Country School TulsaSecurity system $17,260

Tulsa Boys’ Home TulsaAftercare Program $25,000

Tulsa Opera TulsaThe Robert S. Rizley Opera Education Fund $50,000

United Way of Stephens CountyDuncan Board Retreat $1,400

University of Oklahoma FoundationNormanConstruction of an addition to the Museum of Art to house the Weitzenhoffer Collection and the purchase of band uniforms $250,000

University of Oklahoma FoundationNorman Robert T. Rennie Scholarship Fund $50,000

University of Oklahoma FoundationNorman Construction of an indoor tennis facility and establishment of the Sarkeys Scholarship endowment in the Sooner Heritage Scholarship Program $200,000

Untitled [ArtSpace] Oklahoma CityUnderwriting for programs over three years $25,000

Variety Health Center Oklahoma CityPediatric nurse triage program $73,471

Western Plains Youth and Family Services, Inc. WoodwardCapital campaign $50,000

Women’s Service and Family Resource Center ChickashaBuilding repairs $20,000

YMCA of ShawneeShawnee Capital campaign $60,000

Youth Services of Tulsa TulsaNorth Tulsa Youth Program $25,000

YWCA of Southern Oklahoma ArdmoreBoard Retreat $2,000

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Assets Cash and cash equivalents $ 4,538,268 $ 3,246,621

Interest and dividends receivable 234,655 298,925

Federal excise taxes receivable 102,620 29,095

Deferred federal excise taxes 220,423 -

Investments, at fair value 65,774,137 105,137,812

Property and equipment, net 2,146,150 2,195,517

Other assets 6,296 8,210

Total assets $ 73,022,549 $110,916,180

LiabilitiesAccounts payable and accrued expenses $ 158,994 $ 121,634

Grants payable 4,194,500 3,005,000

Deferred federal excise taxes - 258,000

Total liabilities $ 4,353,494 $ 3,384,634

Unrestricted net assets 68,669,055 107,531,546

Total liabilities and net assets $ 73,022,549 $110,916,180

November 30, 2008 and 2007

Statements of Financial Position

2008 2007

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Liabilities and Net Assets

Statements of Activities

Years Ended November 30, 2008 and 2007

Revenues, Gains and Other Support Investment return (loss) $ (33,276,628) $ 10,000,902

Educational programs 36,928 120,944

Other 88,126 145,937

Total revenues, gains and other support (33,151,574) 10,267,783

Expenses Grants awarded, net 4,090,935 2,725,711

Educational programs 63,174 173,139

Professional fees 68,560 54,643

Investment fees 362,610 374,369

Trustee fees 95,471 91,800

Employee costs 1,032,287 994,899

Depreciation and other property costs 199,301 175,156

Federal excise taxes (benefit) (432,948) 218,127

Other 231,527 244,539

Total expenses 5,710,917 5,052,383

Increase (Decrease) in (38,862,491) 5,215,400

Unrestricted Net Assets

Unrestricted Net Assets, Beginning of Year 107,531,546 102,316,146

Unrestricetd Net Assets, End of Year $ 68,669,055 $ 107,531,546

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2008 2007

Areas Outside of Sarkeys’ Range of Support: Agencies that may fall outside of our range of support include:� individuals � out-of-state agencies � hospitals � agencies requesting start-up funds � government agencies� religious institutions� public and private schools� for-profit organizations

Programs that fall outside of the range of support are those that are requesting funds for: � programs more appropriately financed through their communities � operating expenses � permanent financing � grants which trigger expenditure responsibility by Sarkeys Foundation � direct mail � annual fund drives � vehicle purchases � feasibility studies

Challenge Grants: At times, Sarkeys may stipulate a

Challenge Grant, meaning that monies awarded are contingent upon an organization’s ability to raise additional funds within a specific time period.

Prior to Submitting a Grant Proposal: Before submitting a proposal, those writing the request should speak with a program officer, both to clarify areas of support and to receive suggestions about their submissions.

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Application Frequency: Organizations may apply once per calendar year or twelve-month period, and groups with a current grant may not re-apply until final payment has been received.

Proposal Information: The Sarkeys Foundation grant appli-cation form is designed as a learning process to help an organization analyzeits financial, operational, and philosophi-cal methods. For this reason, application wording should not be altered, and responses should be limited to the space provided. Faxed or emailed proposals will not be accepted. An application may be obtained from our website, www.sarkeys.org, or on computer disk in Microsoft Word, requested from our office. Submissions should be presented as a single, unbound copy with standard margins, at least 12-point type, double-spaced between paragraphs, and paginated. Proposals may be mailed or delivered to: Sarkeys Foundation 530 East Main Street Norman, Oklahoma 73071 Post-Grant Requirements: Upon receipt of a grant award, the agency will be asked to sign an agree-ment stipulating work to be accomplished and the terms and conditions of the grant. Interim reports may be required, and a final evaluation, including project completion and expense records, is due at the end of the project. After the granting period is over, Sarkeys may request additional progress reports.

he Sarkeys Foundation is dedicated to improving the quality of life in Oklahoma. To that end, it accepts grant proposals from charitable, scientific, and educational institutions classified as 501(c)(3).

Application Guidelines

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For complete information on proposal submission, visit the Sarkeys website at

www.sarkeys.org or call 405.364.3703 to speak to a member of the program staff.

Sarkeys Foundation530 East Main

Norman, OK 73071405-364-3703 (Office)

405-364-8191 (Fax)www.sarkeys.org

“To improve the quality of life in Oklahoma”