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ROTARY CLUB 29 FOUNDATION
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Rotary Club 29 Foundation Gifts Brochure in pdf
The mission of the Rotary Club 29 Foundation is: “To Support the Philanthropic Activities of the Rotary Club of Oklahoma City.” The foundation is independent from the club, but it does not solicit or accept funding requests other than from the club. Funding decisions are ultimately made by the foundation board. The board of directors of the foundation is comprised of fifteen total directors, including six directors from club leadership and nine at-large directors who do not serve on the club board. Three of the at-large directors are elected by members of the club. Twelve of the directors serve three-year staggered terms.
The Club 29 Foundation generally supports four types of projects. First, the Foundation accepts and distributes donations from club members designated for specific purposes, such as the annual club Project, weekly pocket change donations for specified purposes, Paul Harris Fellowship donations, and donations to The Rotary Foundation through Every Rotarian Every Year. Second, the Foundation accepts grant requests made by the club for both international and domestic service projects, including projects in the Oklahoma City area. Third, the Foundation maintains a disaster relief fund, which is used to provide matching grants for disaster relief that are supported by club members. Finally, the Foundation works with individual donors of restricted funds to assist them meet their long-term objectives.
The Foundation is non-profit and gifts to the Foundation are tax deductible. The Foundation accepts cash and, subject to board approval, stocks, bonds, life insurance, real estate and other personal property. The Foundation board will work closely with any donor who wishes to place restrictions on any gift to that are consistent with the purposes of the Foundation and the desires of the donor. Gifts may be made in recognition or in memory of loved ones or special friends. For additional information regarding any gift to the Foundation, call the Club 29 office at 235-5100.
Foundation assets are managed by professional investment managers, subject to oversight by the Foundation’s investment committee and board of directors. Unrestricted assets that are not necessary for short-term purposes are invested in a balanced account of equities and debt instruments and are subject to distribution only in accordance with the Foundation’s Spending Policy. The Spending Policy is designed to provide an appropriate level of support for current club projects, while protecting assets from inflation and providing a long-term source of support for the Club’s philanthropic activities.
The Foundation is the beneficiary of a Designated Fund held by the Oklahoma City Community Foundation. The OKCCF distributes a portion of these funds annually, while permanently maintaining the corpus to support the long-term needs of the Club 29 Foundation. Donors who prefer this method of giving are encouraged to support the Club 29 Foundation through gifts to this Designated Fund.
In 2005, the foundation became the beneficiary of a trust created under the will of former Club 29 member Alfred C. Leonhardt, resulting in the largest single gift to the foundation.
Donor Recognition
Club 29 members are encouraged to support both the Club 29 Foundation and The Rotary Foundation. The Rotary Foundation recognizes a donor of $1,000 or more as a Paul Harris Fellow or and those who make a deferred gift in that amount as a Benefactor. Similarly, the Club 29 Foundation recognizes significant gifts by naming as a Community Fellow any individual who donates $1000, and by naming as a Community Benefactor any individual who makes a deferred gift of $1,000 or more by will, trust, insurance policy or other methods of deferred giving. For additional information contact the Rotary office at 235-5100.
Club 29 Support of The Rotary Foundation
As of June 30, 2008, of all Rotary clubs in the world, Club 29 has the third highest number of members and friends who have been named Paul Harris Fellows, and several Club 29 members are also Benefactors of The Rotary Foundation. Paul Harris Fellows and Benefactors affiliated with Club 29, and programs of The Rotary Foundation. Club 29's most ambitious project for The Rotary Foundation was our 5 year Polio Plus pledge of $150,000 completed in 1992.
In 2005, Club 29 adopted Every Rotarian Every Year, a program through which every member of Club 29 contributes $100 annually to The Rotary Foundation. These contributions qualify Club 29 members as Sustaining Paul Harris Fellows, and a member’s cumulative contributions to The Rotary Foundation are used to qualify the member for recognition as a Paul Harris Fellow. Through this program alone, Club 29 provides over $50,000 annually to The Rotary Foundation.
Most donations to The Rotary Foundation by Club 29 members are made through the Club 29 Foundation. Cumulative donations from Club 29 members to The Rotary Foundation, including contributions by Paul Harris Fellows total $617,558.
Oklahoma Society for Crippled Children
Club 29 has had a long relationship with the Oklahoma Society for Crippled Children, having helped found the organization. Over the years, Club 29 has made frequent contributions to the Society. Cumulative donations from 1925 to 2000 $57,607
Club 29 Student Loan Fund
The Rotary Club 29 Student Loan Fund was established in the early years of our club to provide scholarships to students as a community service project. Many youth in our community benefited from the earnings of this fund throughout the years. In 1975 the fund was dissolved and the proceeds of the fund were dispersed as follows: Rotary International Foundation: $6,000; Oklahoma City University: Cash - $11,771 & Loan Receivables - $5,511; University of Oklahoma Found.: $3,000; Oklahoma State University Found.: $3,000; Oklahoma Christian College: $3,000; Oklahoma City Southwestern College: $1,000 for a total of $33,282.
Salvation Army Bell Ringing
Club 29 participates annually in the Salvation Army Kettle Drive at Christmas time. From 1973 until 2007 Club 29 has been responsible for raising $ 236,070.36
Murrah Bombing Relief
In May of 1995, the Rotary Club 29 Foundation created a Disaster Relief fund to benefit the victims of the Alfred P. Murrah Federal Building bombing. By June 30, 2002, the fund had grown to $544,816.21, with donations received from as far away as Japan, Canada, Israel, Denmark and Australia. $501,989.36 was disbursed to victims of the Murrah Building bombing and their families. In October, 2001, the Foundation provided $120,000 including the $85,660.09 balance of the Murrah Building fund, to benefit survivors of the 9-11-01 Pentagon and World Trade Center terrorist action.
| 2008-09 Rotary Club 29 Foundation Board |
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| Gean Atkinson |
Jim Loftis |
Jeff Simpsen |
Foundation Pres. Club Past Pres. |
Club President |
Club Vice President |
| 1 year term |
2 year term |
3 year term |
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| Jim English |
Ann Ackerman |
Jeff Brown |
| Foundation Treasurer |
Foundation Secretary |
Club Past Treasurer |
| 1 year term |
1 year term |
1 year term |
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| Jim Daniel |
Meg Salyer |
Phil Slaughter |
| At-Large |
At-Large |
At-Large |
| 3 Year term |
3 year term |
2 year term |
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| Tom Parrish |
Jim Sharrock |
Cynda Ottaway |
| At-Large |
At-Large |
At-Large |
| 2 Year term |
2 Year term |
1 Year term |
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| Larry Stone |
Carl Shortt |
Donita Thomas |
| International Service |
At - Large |
At-Large |
| 1 Year term |
1 Year term |
1 Year term |
| Community Service Projects |
| Date |
Beneficiary |
Donation |
| 1919-24 |
Rotary Park |
65,000 |
| 1925-28 |
Student Loan Fund |
13,000 |
| 1929 |
Sunbeam Home |
3,265 |
| 1932 |
Boy Scouts of America -- Camp Kickapoo Building, Wheatland, OK |
2,000 |
| 1942 |
Red Cross -- Mobile Canteen |
2,420 |
| 1943 |
Boy Scouts of America -- Crafts Room, Bob Allen Street Memorial |
5,000 |
| 1944-48 |
Rotary Playground -- (Shidler School Park) |
30,000 |
| 1949-51 |
Children's Convalescent Hospital -- Boys Wing |
45,000 |
| 1951 |
Avenue of Trees (Rotary Memorial Park) |
1,500 |
| 1952 |
Salvation Army -- Wading Pool |
7,000 |
| 1953 |
Community Guidance Center and Children's Day Nurseries |
6,000 |
| 1954 |
Home of Redeeming Love -- Chapel |
8,000 |
| 1955 |
Central State Hospital -- Hammond Organ |
5,500 |
| 1956 |
OK County Health Center -- X-Ray Equipment |
6,600 |
| 1957 |
Girl Scouts, Hinton, OK |
10,000 |
| 1958 |
Oklahoma State Fairgrounds -- Planetarium Dome |
7,800 |
| 1959 |
Wesleyan -- Youth Chapel |
9,533 |
| 1960 |
OKC Zoo -- New Arrivals Building |
8,598 |
| 1961 |
OK County Mental Health Clinic |
11,928 |
| 1962-64 |
Sunbeam Home -- Building |
30,000 |
| 1965 |
Camp Fire Girls -- Infirmary, Coyle, OK |
10,000 |
| 1966 |
OK Foundation for Disabled Adults -- Building |
10,000 |
| 1967-68 |
Stars & Stripes Plaza
OK Mental Health Council
YMCA Youthmobile
Total |
10,000
9,000
3,000
22,000 |
| 1969 |
Children's Convalescent Hospital -- Ceramic Room |
10,000 |
| 1970 |
Rotary Park |
10,000 |
| 1971 |
Goodwill Industries |
10,000 |
| 1972 |
Boy Scouts -- Stockade Building |
12,000 |
| 1973 |
Youth Services |
10,000 |
| 1974 |
Speck Homes |
15,000 |
| 1975 |
OK League for the Blind |
11,035 |
| 1976 |
OK Halfway House |
13,309 |
| 1977 |
OKC Zoo |
12,050 |
| 1978 |
OKC Zoo |
15,450 |
| 1979 |
Junior Achievement |
11,681 |
| 1980 |
The Salvation Army
Central YMCA
Goodwill Industries
Boy Scouts
Total |
6,000
9,925
10,600
1,800
28,325 |
| 1981 |
OK Society for Crippled Children |
32,500 |
| 1982 |
Ronald McDonald House |
25,000 |
| 1983 |
The Infant Center |
16,200 |
| 1984 |
The OKC Food Bank
Rotary International Foundation
Rotary Ann Club of OKC
Total |
42,500
25,000
3,500
71,000 |
| 1985 |
Boy Scouts -- Camp Kickapoo Equip. & Prog. Service Bldg. |
20,000 |
| 1986 |
Omniplex
Rotary International Foundation
Rotary Ann Club
Total |
35,000
20,000
5,000
60,000 |
| 1987 |
OKC Beautiful, Inc. and the OKC Tree Bank Found.
OSU Foundation
OU Foundation
Rotary International Foundation
Total |
20,000
1,000
1,000
14,000
36,000 |
| 1988 |
Y.W.C.A. Capital Campaign
Rotary Ann Club
Junior Livestock Show
Rotary International Foundation
Total |
30,000
5,000
500
18,500
54,000 |
| 1989 |
OK School Board Foundation
OKC Rotary Foundation
OKC Police Dept.
Total |
500
10,000
15,000
25,500 |
| 1990 |
Rotary Club of OKC
Rotary International Foundation
Sign at Will Rogers World Airport for "Iron Feathers"
District 5750 Wings of Rotary Scholarships
Rotary Ann Club Eye Glasses Project
OKC Rotary Foundation Inc., (Restricted Funds)
The Salvation Army Boys & Girls Club
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3,000
7,000
2,000
1,000
3,500
6,000
20,000
42,500 |
| 1991 |
The Childrens Center
OKC Rotary Foundation Restricted Fund
YMCA Camp Classen Environmental Scholarships
Rotary International Foundation
Total |
28,705
8,705
5,000
25,100
67,510
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| 1992 |
Community Literacy Center
Rotary Ann Club Eyeglass Fund
OKC Community Foundation
Total |
30,000
5,000
25,000
60,000 |
| 1993 |
Rotary Ann Eyeglass Fund
Rotary International Foundation
OKC Mayor's Christmas Party
Infant Crisis Services
OKC Rotary Foundation
Total |
1,000
11,500
1,000
37,500
27,725
78,725 |
| 1994 |
The Education and Employment Ministry (TEEM)
Mayor's Christmas Party
OK School of Science and Mathematics
Rotary Ann Club
OKC Fire Dept.
Total |
25,000
1,000
15,700
5,000
24,800
71,500 |
| 1995 |
Dale Rogers Training Center
United Nations Memorial
Mayor's Christmas Party
OKC Rotary Foundation (Restricted Fund)
Christmas-In-April
Total |
30,000
1,000
1,000
9,500
2,500
44,000 |
| 1996 |
Special Care
World Community Service
OKC Comm. Fdn. Endowment
Mayor's Christmas Party
Christmas-In-April
OKC Public School
Total |
34,000
250
2,334
1,000
2,500
500
40,584 |
| 1997 |
Mayor's Christmas Party
District 5750 Immunization
OK County Immunization Coalition
Christmas-In-April
OKC Public Schools -- Rotary Ready Readers
OKC Public School Foundation
Total |
1,000
1,000
250
2,500
27,000
500
32,250 |
| 1998 |
Mayor's Christmas Party
Christmas in April
Children's Hospital
Rotary Ann Eyeglasses
Disaster Relief Nairobi
Polio Plus II
OKC Public School Foundation
Rotary Youth Leadership Award
Total |
1,000
2,500
27,500
2,500
2,000
800
500
1,700
38,500 |
| 1999 |
Turkey Earthquake
Venezuela Floods
Okla. City Tornado
Rotary Youth Leadership Awards
Rotary Ann Eyeglass Fund
Mayor's Christmas Party
Tulsa/OKC Committee
Polio Plus
Bi-District Banquet Sponsor
Christmas in April
OKC Public School Foundation
Rotary Project*
Total |
4,000
1,000
1,439
1,360
2,000
1,000
200
1,500
800
2,500
500
16,299 |
| 2000 |
Ashton Fire Department
Mayor's Christmas Party
OKC Public Schools Foundation
Christmas-In-April
Total |
250
1,000
500
2,500
4,250 |
| 2001 |
Hasuk Rotary Hospital
OKC Public Schools Foundation
Christmas in April
Rotary Youth Leadership
R.I. Wheelchair Foundation
9-11-01 Washington D.C. Rotary Foundation of the Rotary Club of Washington D.C.
9-11-01 New York Rotary Foundation of the Rotary Club of New York
Total |
1,000
500
2,500
900
9,525
20,000
100,000
134,425 |
| 2002 |
Polio Plus
OKC Public Schools Foundation
Christmas in April
Rotary Youth Leadership
Change for Children
Total |
49,445
500
2,800
2,500
6,160
61,405 |
| 2003 |
Paul Harris Fellowships
Christmas in April
Rotary Youth Leadership
Irv Honigsberg Memorial
Boys and Girls Club
Fountain Maintenance Fund
ADE's Hope Fund
Madrid Bombing
Change for Sight
OKC Public Schools Foundation
Nature Conservancy-Buffalo
R.I. Foundation Grants
Total |
16,500
2,500
2,500
100
48,500
35,572
500
6,000
6,807
500
3,500
2000
124,980 |
| 2004 |
Paul Harris Fellowships
Rebuilding Together
Rotary Youth Leadership
American Red Cross
Tsunami Disaster
Change for Troops
Water Well Grant
OKC Public Schools Foundation
Rotary International
Rotary International
Community Literacy Center
Fountain Maintenance
Total |
36,150
2,500
1,950
34,188
31,935
9,055
1,200
500
2,000
5,920
3,000
35,572
163,970 |
| 2005 |
Hurricane Disaster-LA
Hurricane Disaster -E TX
Hurricane Disaster -United Way
Rotary Youth Leadership Award
Rebuilding Together
Change for Sailors
Change for Air Force
Celebrations-Rotary Project
Kim Talley Children's Research
Paul Harris Fellowships
OKC Public Schools Foundation
Every Rotarian Every Year
Fountain Project Maintenance
Total |
1,000
500
7,833
1,950
3,000
2,529
5,058
35,000
500
1,800
300
26,050
2,885
88,405 |
| 2006 |
Change for Sailors
Change for Air Force
Regional Food Bank
Dictionary Grant
Make a Wish Foundation
Rebuilding Together
Rotary Youth Leadership
Every Rotarian Every Year
Fountain Maintenance
Total |
2,811
5,622
50,000
5,672
288
3,000
2,600
46,275
750
117,018 |
| 2007 |
Rebulding Together (Kipp)
Rebuilding Together
Rotary Youth Leadership
Group Study Exchange
Wings of Rotary - Outbound
Cluj Hungary Hospital Equipment
Sids Mattresses - Romania
Picher Tornado Disaster Relief
YWCA- Rotary Project
Change for Sailors
Change for Air Force
Dictionary Grant Award
Budapest Burn Center
Paul Harris Fellowships
Every Rotarian Every Year
Total |
2,200
3,000
2,625
500
750
5,000
5,000
824
45,000
2,857
5,713
7,305
5,000
10,450
49,200
145.425 |
| *Rotary Leaping Waters Fountain at the Downtown Library 5 year Rotary Project |
1999-2000 Ed Porter, President
2000-2001 Page Dobson, President
2001-2002 Jim Clark, President
2002-2003 Larry Bledsoe, President
2003-2004 Meg Salyer, President
Total |
33,405
38,835
80,450
14,200
42,400
209,290 |
| 1910-Present |
Club 29 has supported the Rotary International Foundation through Paul Harris Fellowships and other contributions including $150,000 to Polio Plus. Cumulative Contributions to the Rotary International Foundation |
617,558 |
| 1925-97 |
Club 29 help found and has supported the Oklahoma Society for Crippled Children |
57,607 |
| 1910-75 |
Student Loan Fund |
33,282 |
| 1973-2007 |
Salvation Army Bell Ringers |
236,070.36 |
| 1991-Present |
OKC Community Foundation |
198,664 |
| 1995-Present |
Murrah Bombing Disaster Relief (Closed) |
544,816 |
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