2016 Annual ReportAn affiliate of the
INSIDE
On the map, Tipton looks like any ordinary small town in southwestern
Oklahoma. But the town, located 50 miles southwest of Lawton, isn’t
ordinary by any means. It has been home to a community that
houses orphaned children, better known as the Tipton Children’s
Home, for 93 years.
The Tipton Children's Home was first established in 1921 in
Canadian, Texas, by a couple who opened their home to four
children bereaved from the recent loss of their mother. In 1923,
the home had grown to more than 20 children and the residence
was forced to relocate to the western plains of Oklahoma.
Today, the Tipton Children’s Home remains a cornerstone
of the community. Children at the home are cared for by
loving houseparents who make sure they attend school
and church and provide the opportunity to participate in
extracurricular activities such as school sports, 4-H and
the on-campus FFA program. Above all, the children are
taught the importance of giving back to the community
by volunteering for helpful tasks such as running errands
for the elderly or mowing lawns.
Longtime director Joe Waugh recognized the need to establish
financial stability and long-term support for children at the home.
In April 2015, he and the board established the Tipton Children’s
Home endowment fund at the Lawton Community Foundation.
“We are always looking for a way to expand our services and reach
more people in need in our community,” said Joe. “Donations made
to our endowment will secure generous support for the children at this
home for generations to come. This home has been around for many
years, and the establishment of an endowment is the exact type of
mirrored longevity we were looking for.”
Since establishing their endowment fund at the community
foundation, the Tipton Children’s Home has received a
significant influx of donations from various donors.
“We are working hard to share with our supporters the
many ways that the Lawton Community Foundation
can help with donations,” said Waugh. “They take care
of the administrative work and help simplify things. The
endowment is not only support for the Tipton Children’s
Home, but it's also giving made easy.”
Ensuring Brighter Tomorrows for the Youth of Today
Inspiring Hope Throughout Our Community 2Achieving Your Charitable Goals 3Charitable Organization Endowments 4
Scholarship and Award Endowments 5Scholarships Awarded to 14 Lawton Area Scholars 6Community Grants 7
2
Board of Trustees Scott Hatch, President
Lee Baxter
Janice Bell
George Bridges
Preston Holsinger
John McArthur
Hossein Moini
David Towe
Nancy B. Anthony
Assistant Secretary & Treasurer
Gene Love
ex officio
Founding Trustees
John Barnes
Mollie Brady
Virginia Brewczynski
Kenneth Easton
Gilbert Gibson
Betty Raulston
LawtonCF.org
Fiscal Year 2016 Investment Performance Pooled Investments as of June 30, 2016 Fiscal Year End Three Year Five Years Ten YearsEQUITIES
Oklahoma City Community Foundation -0.01% 9.26% 9.17% 6.46%S&P 500 3.99% 11.66% 12.10% 7.42%Russell 3000 2.14% 11.13% 11.60% 7.40%
MSCI ACWI ex US -9.80% 1.62% 0.56% 2.33%
FIXED INCOMEOklahoma City Community Foundation 3.58% 2.64% 2.90% 4.53%
Barclays Capital Govt./Credit Intermediate A+ 4.24% 2.74% 2.65%
TOTAL RETURNOklahoma City Community Foundation* 1.34% 6.55% 6.61% 5.87%50% Russell3000/15%MSCI ACWI/35% Barclays Capital G/C Int (Note A) 1.20% 6.88% 6.97% 5.90%65% S&P500/35% Barclays Capital G/C Int (Note B) 4.35% 8.69% 8.98% 6.68%
Maya Angelou once said, ”One must know not just how to accept a
gift, but with what grace to share it.” Angelou’s mighty pen was a
light of hope for many Americans in a dark and challenging time.
Hope to hold on, to keep going because though times seemed dark
and the road seemed long, they weren’t alone.
Within these pages are the stories that inspire us to believe that the
community we live in is unlike any other. Generous donors have
gracefully shared what they have been given to secure long-term
support for charities serving our community.
As an affiliate organization of
the Oklahoma City Community
Foundation, we adhere to its
investment policy that is designed
for endowment funds to provide
annual distributions for charitable
purposes in perpetuity. The
investment performance of our pooled
investments for the fiscal year was 1.34
percent, which is considerably higher
than our peer groups. As of June 30, 2016,
the total assets of the Lawton
Community Foundation
were $8,524,992.
This past year, because of donors like you, the Lawton Community
Foundation has impacted the community through $69,100
in grants awarded to 19 charitable organizations through our
Community Grants and Matching Grants programs. The Lawton
Community Foundation Scholars program provided $25,000 in
scholarships to 14 Lawton area high school seniors.
As you read the Lawton Community Foundation’s 2016 Annual
Report, I hope you will be reminded of the kindness that unites
our community. It is because of donors like you who want to
enhance the quality of life for others that the Lawton Community
Foundation exists. Just as Angelou’s words held promise for the
future, your support of this foundation ensures a better tomorrow
for Lawton-area residents who are in need of a ray of hope.
While my term as president has come to an end, I am confident
that our community is in good hands, and I look forward to
witnessing our continued growth of philanthropy.
If you have questions, please do not hesitate to contact us at
580/353-4747 or visit LawtonCF.org.
Scott Hatch
President
Board of Trustees
Inspiring Hope Throughout Our Community
Scott Hatch
* The Lawton Community Foundation is an affiliate organization of the Oklahoma City Community Foundation and its assets are pooled with other endowment funds administered by the Oklahoma City Community Foundation for investment purposes.
Note A: Equity performance is compared to the Russell 3000 stock index and the MSCI ACWI exUS International equity index; fixed income performance is compared to the Barclays Capital Government/Credit Intermediate bond index (Barclays Capital G/C Int) and total return is compared to a composite of these three indices.
Note B: Equity performance is compared to the Standard and Poor’s 500 stock index (S&P500); fixed income performance is compared to Barclays Capital Government/Credit Intermediate bond index (Barclays Capital G/C Int) and total return is compared to a composite of these two indices.
Lawton Community Foundation 2016 Annual Report 3
Give Now, Choose a Charity Later Establishing an advised fund is a simple, flexible and tax-efficient
way to give back to your favorite charities. When you make a gift to an
advised fund, you receive an immediate tax deduction and have the
flexibility to decide which charitable causes to support at a later date.
The Lawton Community Foundation offers three types of advised
funds with minimums ranging from $1,000-$20,000. All of
our advised funds have low, competitive fees, and we provide
administrative support to help make charitable giving simple.
You can establish an advised fund with a gift of cash or other
assets such as real estate, appreciated securities, oil and gas
royalty interests or a life insurance policy.
Growing Your Charitable Impact Through Planned Gifts By working together with the Lawton Community Foundation,
you can ensure that your charitable gifts will make a lasting
impact. An outright gift to charity provides a one-time benefit,
while a gift to a permanent endowment at the Lawton Community
Foundation demonstrates a long-term commitment.
By designating a gift through your will or trust, you can maintain
your current cash flow and preserve your assets for retirement.
Contact us to learn more about the following giving options:
- Real estate including homes, acreages or business properties
- Appreciated securities such as common and closely-held stock,
bonds and mutual funds
- Oil and gas royalty interests
- Life insurance policies or retirement plans
To learn how we can help you grow your charitable impact,
please call 580/353-4747 or visit LawtonCF.org.
Tired of paying taxes on your IRA distributions? The IRA Charitable Rollover is now permanent! If you are age 70½ or older, you can make a tax-free gift up to $100,000 per year from your IRA to support or create a new endowment fund for a scholarship or a charitable organization. IRA rollover gifts can also be used to meet your required minimum distribution, saving you money on income taxes and potential penalties.
Owen & Jane ArdStephen & Nancy ArntzBank of the WichitasBar-S-FoodsMaj. Gen. (Ret.) Lee & Theresa BaxterLt. Col. (Ret.) L.A. Beckman IIIBivens MemorialDianne & Chad BledsoeRichard & Elaine BoatsmanGlen & Joanne BoyerDarline Bridges HornbeckDr. George I. BridgesLeonard & Tanya CaseDavid A. ClementRobert A. & Darcy A. ClineDennis & Anita ClippingerLt. Col. (Ret.) Francis & Joanne F. CurranEddie & Susan DabneyJohn R. DavisRobert N. & Ruth DishmanKenneth E. & Pamela A. EastonDaniel P. & Cynthia M. FarrellIssac Jay & Kimberly A. FurrhRonald L. & Loree B. GainesRandall & Marcia GarrettGilbert C. & Aulena GibsonGreater Kansas City Community FoundationRobert G. & Jean P. HarbisonRobert Hinman
Preston & Sandra HolsingerMarilyn HugonWayne P. HuntRandy N. & Eileen M. JensenMichael T. & Carolyn KeithJoann KnechtFrank Howard & Anna Claire KuchtaLawton Community Theatre GuildLawton Retail Merchants AssociationJohn F. & Jane Kinzer LewisGene & Carolyn Anne LoveTerry & Sharon MarshKarla J. Oty & John M. McArthurThe McMahon FoundationGen. (Ret.) & Mrs. Jack N. MerrittDennis & Kathleen MeyerOklahoma Abstract Co.Johnny OwensPam & Barry Inc.Gary & G. Lynda ParkerPauls Valley Veterinary ClinicGen. (Ret.) & Mrs. J. H. Binford Peay IIIThe Pepsi Bottling GroupPublic Service Company of OklahomaDavid & Judy RaglandRed Rock Corral, LLCReese Chiropractic & Wellness P.C.Gen. (Ret.) & Mrs. Dennis J. ReimerRichard Properties, LLC
Rev. Dr. & Mrs. Bill SchneiderSalas Urban CantinaMary SankaranMike & Melody ScottSignal Mountain AssociatesMichael & Jamie SmithSouthwestern Medical CenterTravis H. TomlinsonDavid ToweRobert M. & Barbara B. VaughanGen. (Ret.) & Mrs. Carl E. VuonoDennis & Sandra K. WardLynn & Jeanne WebbLanny & Florence WilsonBob & Maurine WisemanJames F. & Jackie R. Wood
Advised FundsVirginia Brewczynski Legacy FundTerry K. Bell Charitable Trust FundCowboy FundCleo Craig Memorial Cancer and Research
Foundation FundFirst United Methodist Church Foundation
Gift FundKatherine D. Lacy FundGene & Carolyn Anne Love Gift Fund
Lawton Community Foundation Donors The donors listed below have made cumulative gifts of $500 or more to permanent endowments at the Lawton Community Foundation.
Achieving Your Charitable Goals
4
Fund Fund Value at June 30, 2016 FY2016 DistributionArtillery OCS Alumni Chapter $ 133,417 $ 5,944
Arts for All 48,645 2,543
Association of the U.S. Army (AUSA) Fires Chapter - Lawton-Fort Sill 27,678 1,457
Center for Creative Living* 20,018 *
Comanche County Memorial Hospital Foundation 96,963 2,316
Crime Stoppers/Drug Busters of Southwest Oklahoma 95,153 4,979
First United Methodist Church Foundation of Lawton 98,419 4,895
Fort Sill Armed Services YMCA Gene Love Endowment Fund 324,280 15,442
Frederick School Enrichment Foundation 21,647 1,143
Friends of Fort Sill 36,656 1,492
Giddy Up 'N Go 62,008 3,238
Great Plains AMBUCS-Kid's Zone 19,599 1,040
Great Plains Technology Center Foundation 20,913 1,108
Greater Lawton Rotary Club 86,826 3,233
Robert E. Greiner School for the Handicapped of Comanche County Fund 32,851 1,718
Hackberry Flat Foundation 53,768 2,811
Holiday in the Park 22,258 1,177
Lawton AMBUCS Lou Brox Endowment 98,013 4,277
Lawton Community Theatre 29,517 1,553
Lawton Family YMCA 19,345 1,026
Lawton Food Bank 109,949 4,612
Lawton Friends of the Library 25,317 1,328
Lawton Philharmonic Orchestra 43,216 1,836
Lawton Public School Foundation 472,098 24,002
Museum of the Great Plains 31,214 1,632
On the Chisholm Trail Association Heritage Center 53,076 2,586
Bernice Ford Price Library Endowment 37,049 1,441
Kathy Bea Holsinger Reese Memorial for the benefit of St. Paul's United Methodist Church 64,533 2,502
Roadback Inc. 23,059 1,190
Southwest Oklahoma Genealogical Society 19,606 1,040
St. John Lutheran Church Foundation 60,761 2,259
Tipton Children's Home 20,661 984
United States Field Artillery Association Foundation 335,333 17,120
United Way of Southwest Oklahoma 337,374 7,404
World Christian Broadcasting 19,519 661
Total $3,000,738 $128,756
Charitable Organization Endowments The Lawton Community Foundation administers permanent funds for 35 nonprofit organizations serving Lawton and the surrounding area. The endowments provide a reliable source of annual income for program participants and also offer a convenient way for donors to make contributions. As of June 30, 2016, the market value for these endowment funds was more than $3 million and the annual distributions to the organizations exceeded $128,000.
*New fund established in Fiscal Year 2016
Lawton Community Foundation 2016 Annual Report 5
Fund Fund Value at June 30, 2016Cache School Scholarship $ 165,556Frank Curran Memorial/Lawton Noon Lions Club Scholarship 140,896Great Plains - Jim Nisbett Scholarship 55,158General Donald R. Keith Memorial Scholarship Fund 33,799General Jack N. Merritt Scholarship 22,636Oklahoma Arts Institute Scholarship Fund 25,972General J.H. Binford Peay III Scholarship 22,517Dennis J. Reimer Scholarship 28,272U.S. Field Artillery Association Eagle Scholarship 19,914General Carl E. Vuono Scholarship 22,517Lamont N. Wilson ROTC Scholarship Fund 26,655
Total $563,892
Scholarship and Award Endowments The Lawton Community Foundation administers 11 scholarship endowment funds that provide support for area scholarship programs. Scholarship and award funds are a simple and effective way for donors to make a difference. Below is a list of the scholarship and award funds along with the fund values as of June 30, 2016.
“Our hard work was paying off. The seniors helped so much. They would have done anything to save the center.”
– Lorene Miller, Center for Creative Living
When Lorene Miller volunteered as the executive director for the
Center for Creative Living in 2014, she knew it was a critical time
for the organization. State funding cuts and a weakened economy
stifled any reliable income for operating costs, and the senior
citizen center that had enhanced the lives of Lawton’s active adults
for more than three decades was struggling to keep the doors open.
Lorene began working immediately on finding ways to sustain
the Center for Creative Living, which is a safe place for Lawton
senior citizens. The center offers companionship and provides
health and wellness education on issues including medication
management, fall prevention and fraud awareness.
“The center provides health and wellness opportunities to help
these seniors age gracefully with enriched longevity,” said Lorene.
“Improper medication practices and broken hips resulting from a
fall are the leading reasons for emergency room visits for seniors.
Many of these everyday occurrences could be prevented if they
had only been better educated and trained.”
When Lorene began, the building that housed these opportunities
for seniors was in desperate need of repair. While searching for
funding, she discovered the Lawton Community Foundation. The
center has been awarded $10,000 in community grants to help
with building repair and maintenance.
Eventually, Lorene was able to raise enough money for
a small reserve. Earlier this year, the center’s board of
directors approved a plan to use the extra money to establish an
endowment at the Lawton Community Foundation to provide
long-term support for the organization.
“I was shocked,” recalled Lorene. “Our hard work was paying off.
The seniors helped so much. They would have done anything to
save the center.”
The Center for Creative Living reinvests its yearly distribution
back into the endowment to ensure the fund continues to grow.
“This center serves 1,000 seniors every month,” said Lorene.
“They all know me, and I know them. I always say it’s like I
have 1,000 grandparents. Winston
Churchill once said, ‘We make a
living by what we get, but we
make a life by what we give,’
and that statement could
not be truer.”
Lighting a Way Through the Evening of Life
A Lawton-area senior enjoying her afternoon at the Center for Creative Living.
6
In April 2016, the Lawton Community Foundation awarded
14 Lawton area high school seniors with a total of $25,000 in
scholarships at the foundation’s annual scholarship breakfast
held at Cameron University. The recipients represented seven
Lawton-area school districts.
2016 Lawton Community Foundation ScholarsAward amount is $1,500. Recipients are selected by the Lawton Community
Foundation’s scholarship committee with assistance from high school
guidance counselors and a committee at each high school.
Joshua Harris - MacArthur High School
Alexis Hayes - Eisenhower High School
Colt Heap – Frederick High School
Emily Linsky – Duncan High School
Jaycee London – Elgin High School
Madison Lyda – Elgin High School
Stephanie Martin – MacArthur High School
Alyssa Supernor – Cache High School
Esmeralda Velazquez – Altus High School
Michael Washington - Eisenhower High School
Jasmine Wilson – Eisenhower High School
2016 Frank Curran Memorial/Lawton Noon Lions Club ScholarshipAward amount is $1,500 per year for four years. The recipient is selected by
the Lawton Community Foundation’s scholarship committee with assistance
from high school guidance counselors and a committee at each high school.
Jadel Higdon – Chattanooga High School
2016 Lamont N. Wilson ROTC Scholarship The scholarship award was established in 2010 by an anonymous donor and
Lamont’s parents to honor 2003 Eisenhower High School graduate Lamont
N. Wilson. Lamont enlisted in the U.S. Marines following graduation and was
killed in combat while serving in Iraq in 2004. A $1,000 award is presented
annually to an ROTC student graduating from Lamont’s alma mater.
Jada Austin – Eisenhower High School
2016 Lawton Healthcare Scholarship The scholarship award was established in 2015 to benefit students pursuing
study in a healthcare or medical program at Great Plains
Technology Center (Lawton Campus). Award amount is
$1,500.
Imani Mays - Lawton High School
Scholarships Awarded to 14 Lawton Area Scholars
“I’m so grateful for my counselor who informed and encouraged me to apply for this scholarship. Receiving the award gave me the confidence I needed to achieve my dreams. It showed me that hard work does pay off. I am very grateful to the Lawton Community Foundation.”
– Esmeralda Velasquez, 2016 Lawton Community Foundation Scholar
The 2016 Lawton Community Foundation scholarship recipients, front row, left to right: Colt Heap, Esmeralda Velasquez, Jasmine Wilson, Jada Austin, Madison Lyda and Alexis Hayes. Back row, left to right: Jadel Higdon, Joshua Harris, Imani Mays, Michael Washington, Jaycee London, Emily Linsky, Alyssa Supernor and Stephanie Martin.
Community GrantsThe Community Grants program awards grants of up to $5,000 to support projects that will improve the quality of life and provide opportunities for Lawton area citizens. In Fiscal Year 2016, $35,500 in grants were awarded to eight charitable organizations. For more information on our Community Grants program, visit LawtonCF.org.
The United Way of Southwest Oklahoma is on a mission
to ensure that children in the Lawton community will
be healthy and ready to succeed when they start school.
Through its Success By 6 educational initiative, the
organization offers a variety of programs to promote
reading among children age 6 and younger.
“All children face barriers when preparing for school, whether
they are low-income or not,” said Sarah Head, community
collaborations director for the United Way of Southwest
Oklahoma. “For low-income families, books are usually not
a priority if they are struggling to survive. We want to make
sure every child has access to the educational materials they
need to prepare for school.”
In Fiscal Year 2016, the Lawton Community Foundation
awarded a $5,000 grant to support Success By 6 programs,
helping to supply books and reading materials to underserved
children and families through partnerships with community
organizations, child care providers, schools and area hospitals.
One Success By 6 program, Raising a Reader, promotes at-
home reading among families by providing take-home books
for pre-K students enrolled in local school districts.
“Children with a greater variety of reading material in the
home are more creative, imaginative and more proficient in
reading,” Sarah Head said. “By helping prepare children for
school readiness we are investing in
our future and introducing a joy of
learning and reading.”
Creating Opportunities for Underserved Children
Center for Creative Living Corporation - $5,000 for repairs and maintenance to the building, enabling the center to offer webinars and health and wellness education to senior citizens.
City of Lawton - $5,000 for succession planning and training to enhance the professional development of law enforcement officers.
Eisenhower High School - $2,000 to support Ignition, a mentoring program that enhances the chance of success and improves the promotion rate of freshmen.
Lawton Community Theatre, Inc. - $3,500 to update equipment by purchasing new, wireless microphones.
Lawton Family YMCA - $5,000 to support YMCA aquatics safety including equipment for CPR training, an additional automated external defibrillator, four lifeguard stands, an oxygen tank and a chair lift.
Operation Homefront Oklahoma - $5,000 to support the Freedom Bunker program that provides help for military families in emergency situations.
Teen Court, Inc. - $5,000 to provide educational classes for 125 youth to resolve conflict issues that result in violence in Comanche County.
United Way of Southwest Oklahoma - $5,000 to support Success By 6, a program that aims to increase every child’s readiness for school by offering 10 educational programs serving young children and families.
Matching Grants The matching grants program awarded up to $3,200 in matching dollars for up to $5,000 in gifts made to existing endowments at the Lawton Community Foundation. It was required that $2,500 of the $5,000 come from individuals. In Fiscal Year 2016, matching grants totaling $33,600 were awarded to 11 charitable organization endowments.
Fort Sill Armed Services YMCA Gene Love Endowment Fund - $3,200 Cache School Education Foundation - $3,200 Artillery OCS Alumni Chapter - $3,200 Greater Lawton Rotary Club - $3,200Lawton AMBUCS Lou Brox Endowment - $3,200Lawton Food Bank - $3,200Lawton Philharmonic Orchestra - $3,200Bernice Ford Price Library Endowment - $1,600St. John Lutheran Church Foundation - $3,200Kathy Bea Holsinger Reese Memorial for the Benefit of St. Paul’s United Methodist Church- $3,200United States Field Artillery Association Foundation - $3,200
Lawton Community Foundation 2016 Annual Report 7
“For low-income families, books
are usually not a priority.”
– Sarah Head, United Way
8
non-profit org.u.s. postage paidoklahoma city, okpermit no. 255
PhilanthropyGROWING
P.O. Box 6033 • Lawton, OK 73506
The Lawton Community Foundation is an affiliate of the Oklahoma City Community Foundation
An affiliate of the
Make a Greater Impact With Your Charitable GivingBased on past investment performance of the Lawton Community Foundation, a $20,000 gift to an endowment in 1999 would be worth more than $24,000 today.* Over the 17-year period, the endowment would have distributed a total of $21,927 in grants, which is more than the amount of the original gift.
* After administrative fees and distributions
$20,000 initial gift
“Our investment in the Lawton Community Foundation benefits the Museum of the Great Plains in multiple ways. During our last capital campaign, the museum received significant donations from several accounts administered by the foundation. It was a great help!”
– Bart McClenny, Museum of the Great Plains
1999 | $20,000
$24,373 ($20,000 initial gift + $4,373 growth)
$21,92716 years of
endowment distributions
returned to charity
2016 | $46,300
Learn how you can leverage investment performance to make a greater impact with your charitable giving at LawtonCF.org.