Category Archives: Investment Performance

Building Together: 2017 Annual Report

Oklahoma City Community Foundation Chairman, Bond Payne, and President, Nancy Anthony

“Together, we are building endowment support that will bolster our community in the years to come.”

This spring, as we broke ground on a new structure that will expand the capacity of the Oklahoma City Community Foundation, we were reminded of the ground-breaking steps our founder, John E. Kirkpatrick, took in 1969. He built a framework of charitable support for the community, paving the way for many generous donors to join together with a common mission — to make a difference for good.

We believe, as did our founder, that philanthropy is a collaborative effort. Our 2017 Annual Report highlights the passion and commitment of our community’s generous donors and hard-working nonprofits. We hope these stories will inspire you to join us in Building Together a stronger community.

Investment Strategy: Increased Returns Yield More Dollars for Charity

In managing permanent endowments for the benefit of the community, the Oklahoma City Community Foundation follows investment practices designed to enhance long-term growth while also providing sustainable, annual distributions to charity. For the fiscal year ending June 30, 2017, the investment performance for our pooled investments was 11.08 percent. This investment growth not only helps to increase the value of the endowments we administer, but also allows the funds to distribute more grant dollars to charitable purposes in the community.

In Fiscal Year 2017, the Investment Committee made changes to the general pool’s investments in an effort to sustain endowment distributions to the community amidst potential lower future returns. These changes included:

  • Increasing allocation to equities
  • Replacing active equity managers who failed to meet benchmarks with passive index funds at significantly reduced fees
  • Adding alternative asset classes including real estate investment trusts and master limited partnerships

Read more about the Oklahoma City Community Foundation’s multi-pronged approach to increase potential future net returns in our 2017 Investment Performance Report.