Rotary Club 29 Foundation Gifts Brochure in pdf

2009-2010 Roster Philanthropic Section

 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, 2009, 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 has provided $173,125.00 cumulative since 2005 to The Rotary International 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 $620,132.81.

 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 2008 Club 29 has been responsible for raising $ 242,600.27.

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.

2009-2010 Rotary Club 29 Foundation Board
Jim Loftis	Jeff Simpsen	Clayton Taylor
Foundation Pres. Club Past Pres.	Club President	Club Vice President
1 year term	2 year term	3 year term
Jim English	Ann Ackerman	Jim Daniel
Club Past Treasurer	Director At-Large	Director At-Large
1 year term	2 year term	2 year term
Pat Potts	Ross Plourde	Phil Slaughter
Investment Committee	Club Community Service	Director At-Large
1 Year term	1 year term	1 year term
Meg Salyer	Jim Sharrock	Larry Stone
At-Large	At-Large	Investment Committee
2 Year term	1 Year term	1 Year term
Ron Sutor	Jeff Brown	Tom Phillips
At Large	Investment Committee	Investment Committee
3 Year term	3 Year term	3 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	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
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
2008	Sozialprojekt-Kiew Rebuilding Together Rotary Youth Leadership Junior Rotarians Wings of Rotary Jade Owens Cluj Hungary Hospital Wings of Harmony Arrows Airport Sculpture Okla. League for the Blind Change for Troops (OK National Guard) Dictionary Grant Award Paul Harris Fellowships Every Rotarian Every Year Total	2,500 3,000 1,125 200 1,000 6,415 500 2,500 55,000 9,155 7,668 2,875  51,600 143,538
*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	751,382.81
1925-97	Club 29 help found and has supported the Oklahoma Society for Crippled Children	57,607
1910-75	Student Loan Fund	33,282
1973-2008	Salvation Army Bell Ringers	242,600.27
1991-Present	OKC Community Foundation	182,991
1995-Present	Murrah Bombing Disaster Relief (Closed)	544,816