Giving Back. Giving Forward. - The Community Foundation in ...
Giving Back. Giving Forward. - The Community Foundation in ...
Giving Back. Giving Forward. - The Community Foundation in ...
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
<strong>Giv<strong>in</strong>g</strong> <strong>Back</strong>. <strong>Giv<strong>in</strong>g</strong> <strong>Forward</strong>.<br />
2012 REPORT TO THE COMMUNITY
1964<br />
FOUNDED IN<br />
largest<br />
oldest and<br />
COMMUNITY FOUNDATION<br />
I N F L O R I D A<br />
$<br />
257 million<br />
IN TOTAL ASSETS<br />
top 10%<br />
RANKED IN<br />
OF COMMUNITY<br />
FOUNDATIONS<br />
NATIONALLY
AboutTHE COMMUNITY FOUNDATION<br />
FOR NORTHEAST FLORIDA<br />
OUR MISSION<br />
Stimulat<strong>in</strong>g Philanthropy to Build<br />
a Better <strong>Community</strong><br />
OUR VALUES<br />
Our philanthropy is based on values that guide us <strong>in</strong> putt<strong>in</strong>g assets to<br />
work for good, forever. In support of our mission, <strong>The</strong> <strong>Community</strong><br />
<strong>Foundation</strong> is committed to:<br />
– Grantmak<strong>in</strong>g that is fair and thoughtful;<br />
– Management that trusts and respects the <strong>in</strong>tent<br />
of donors;<br />
– Service to community that is <strong>in</strong>novative and creative;<br />
HOW WE WORK<br />
<strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> for Northeast Florida works to build a<br />
better community by nurtur<strong>in</strong>g philanthropy and improv<strong>in</strong>g the quality<br />
of life <strong>in</strong> Northeast Florida.<br />
<strong>The</strong> <strong>Foundation</strong> helps those who are capable of giv<strong>in</strong>g back to do so<br />
efficiently and effectively. It makes donations go further. It facilitates<br />
thoughtful giv<strong>in</strong>g and encourages generous people to make<br />
contributions that have the greatest impact.<br />
<strong>The</strong> <strong>Foundation</strong> is a leader <strong>in</strong> philanthropic <strong>in</strong>itiatives <strong>in</strong> Northeast<br />
Florida. It helps its donors achieve their charitable and philanthropic<br />
goals. It offers expertise to donors to help their contributions make a<br />
greater impact.<br />
<strong>The</strong> <strong>Foundation</strong> <strong>in</strong>vests <strong>in</strong> the community. It seeks to help those who<br />
contribute to the community get the most out of their donations. It is<br />
dedicated to help<strong>in</strong>g improve the community by connect<strong>in</strong>g those<br />
who give back and be<strong>in</strong>g the community’s foundation.<br />
– Governance with <strong>in</strong>tegrity that puts community<br />
above self.<br />
Across America, more than 700 community foundations help <strong>in</strong>dividuals,<br />
families and organizations make permanent charitable <strong>in</strong>vestments <strong>in</strong> their communities.<br />
Each works to create vibrant communities with<strong>in</strong> their specific geographic area. <br />
<strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> for Northeast Florida<br />
is proud to be <strong>in</strong> their company.<br />
Page 1
Letter<br />
FROM THE CHAIRMAN<br />
AND PRESIDENT<br />
LOOKING BACK.<br />
LOOKING FORWARD.<br />
Look<strong>in</strong>g back, we see a truly remarkable year for <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>. It<br />
was a year <strong>in</strong> which we received the largest gifts <strong>in</strong> our history, establish<strong>in</strong>g us as<br />
the largest community foundation <strong>in</strong> Florida.<br />
It was a year <strong>in</strong> which grants awarded reached a record $31 million and the<br />
<strong>in</strong>vestment portfolio posted a healthy 10.2 percent return, exceed<strong>in</strong>g our target.<br />
Equally important, it was a year <strong>in</strong> which we began look<strong>in</strong>g forward<br />
with fresh eyes.<br />
In 2011, the trustees and staff of <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> adopted a new<br />
strategic plan and we began implement<strong>in</strong>g that plan <strong>in</strong> 2012.<br />
<strong>The</strong> strategic plan is built upon the three long-stand<strong>in</strong>g pillars of our work:<br />
provid<strong>in</strong>g services to donors, and provid<strong>in</strong>g civic leadership and philanthropic<br />
leadership <strong>in</strong> our communities. Our mission has not changed, our values have not<br />
changed and our fundamentals have not changed. But we now do our work with<br />
a more ref<strong>in</strong>ed focus on the donors we serve and the ways <strong>in</strong> which we work with<br />
them to build better communities.<br />
Thanks to new relationships and new donors, the communities <strong>in</strong> which we work<br />
now extend across a swath of Northeast Florida that runs from Amelia Island and<br />
Fernand<strong>in</strong>a Beach to St. August<strong>in</strong>e along the coast, and <strong>in</strong>land to Palatka/Putnam<br />
County and Lake City and the Suwannee Valley region.<br />
Look<strong>in</strong>g forward, ours is clearly a Northeast Florida footpr<strong>in</strong>t, not the Jacksonville<br />
footpr<strong>in</strong>t of the past.<br />
Consequently, as we looked forward we thought it important to align our name<br />
with this new and emerg<strong>in</strong>g persona, becom<strong>in</strong>g <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> for<br />
Northeast Florida.<br />
Page 2
Sometimes overlooked <strong>in</strong> that new name is the subtle, but very<br />
important, change <strong>in</strong> preposition:<br />
We no longer are just situated “<strong>in</strong>” a place, as <strong>in</strong> <strong>The</strong> <strong>Community</strong><br />
<strong>Foundation</strong> <strong>in</strong> Jacksonville.<br />
Today, we acknowledge that we are “for” our communities. We are<br />
“for” Northeast Florida. We work for its donors. We work for its<br />
nonprofits and we work for its citizens. We have an active purpose,<br />
and we state it boldly: we are <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> for<br />
Northeast Florida.<br />
THANKS TO THE GENEROSITY<br />
AND CREATIVE VISION OF OUR<br />
DONORS, we have the opportunity to participate <strong>in</strong><br />
excit<strong>in</strong>g work across Northeast Florida — some of which is detailed<br />
throughout this annual report.<br />
In those examples and <strong>in</strong> countless others, we have the privilege of<br />
help<strong>in</strong>g our donors make a greater impact with their charitable dollars.<br />
We build relationships with them and help them to achieve their<br />
philanthropic goals. We help them coord<strong>in</strong>ate their f<strong>in</strong>ancial<br />
and philanthropic <strong>in</strong>terests and maximize the efficiency and<br />
effectiveness of their philanthropy.<br />
We understand that our donors want their contributions to make<br />
a difference now and <strong>in</strong> the future. It’s not just about giv<strong>in</strong>g back,<br />
it’s about giv<strong>in</strong>g forward.<br />
And that, frankly, is also what we are about — help<strong>in</strong>g our donors give<br />
back to their community, and position<strong>in</strong>g the <strong>Foundation</strong> and our<br />
donors’ gifts so that they will give forward for years to come.<br />
In addition to stimulat<strong>in</strong>g philanthropy and build<strong>in</strong>g a better<br />
community, we work hard to ensure we are build<strong>in</strong>g a better<br />
foundation. We are here <strong>in</strong> perpetuity. We must be strong, but<br />
adaptable to chang<strong>in</strong>g circumstances. We must be focused, but<br />
visionary. We must be grounded <strong>in</strong> the realities of today, but open to<br />
the possibilities of tomorrow.<br />
Our new tagl<strong>in</strong>e — <strong>Giv<strong>in</strong>g</strong> <strong>Back</strong>. <strong>Giv<strong>in</strong>g</strong> <strong>Forward</strong>.—perfectly captures<br />
that duality. Our donors are giv<strong>in</strong>g back and giv<strong>in</strong>g forward. And as a<br />
foundation we are giv<strong>in</strong>g back to the community and giv<strong>in</strong>g forward<br />
to ensure that this, the community’s foundation, will be there<br />
for many tomorrows.<br />
Look<strong>in</strong>g <strong>Back</strong>. Look<strong>in</strong>g <strong>Forward</strong>.<br />
<strong>Giv<strong>in</strong>g</strong> <strong>Back</strong>. <strong>Giv<strong>in</strong>g</strong> <strong>Forward</strong>.<br />
In sync with our donors. In sync with our communities.<br />
A cont<strong>in</strong>u<strong>in</strong>g evolution that helps us better serve you.<br />
Paul Perez<br />
Chairman<br />
N<strong>in</strong>a Waters<br />
President<br />
Our 2012 Report to the <strong>Community</strong> showcases our new name — <strong>The</strong> <strong>Community</strong><br />
<strong>Foundation</strong> for Northeast Florida — and our new logo, which were <strong>in</strong>troduced <strong>in</strong> April<br />
2013. <strong>The</strong> logo <strong>in</strong>corporates our long-stand<strong>in</strong>g, three-sided emblem, which reflects the<br />
<strong>Foundation</strong>’s three core missions — stimulat<strong>in</strong>g philanthropy, build<strong>in</strong>g a better community<br />
and build<strong>in</strong>g a better foundation — with a more contemporary shape and colors.<br />
Page 3
$<br />
31.1<br />
MILLION<br />
IN GRANTS<br />
AWARDED IN 2012<br />
1,278<br />
GRANTS<br />
AWARDED<br />
$<br />
MORE<br />
242<br />
THAN<br />
MILLION IN<br />
TOTAL GRANTS<br />
AWARDED<br />
SINCE INCEPTION<br />
635<br />
ORGANIZATIONS<br />
Page 4<br />
SUPPORTED<br />
BY GRANTS<br />
Photograph by Ingrid Damiani.
Civic Leadership<br />
BUILDING THE COMMUNITIES OF TOMORROW<br />
SOME DONORS TO THE<br />
COMMUNITY FOUNDATION<br />
HAVE TAKEN A LONG AND<br />
BROAD VIEW OF THEIR<br />
PHILANTHROPY,<br />
choos<strong>in</strong>g to make an unrestricted <strong>in</strong>vestment <strong>in</strong> their community. <strong>The</strong>y<br />
understand that community needs change significantly over time and<br />
that the <strong>in</strong>vestment needed most urgently tomorrow may not even be<br />
on the radar today.<br />
Through their unrestricted gifts to <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>, these<br />
donors are hav<strong>in</strong>g a great impact today on Northeast Florida’s<br />
neighborhoods, its young people and its nonprofit sector.<br />
In large measure, their gifts are support<strong>in</strong>g work that not only has<br />
great leadership but also has great traction on the ground, engag<strong>in</strong>g<br />
citizens <strong>in</strong> the decisions and activities that build the stronger<br />
communities of tomorrow.<br />
JACKSONVILLE PUBLIC<br />
EDUCATION FUND<br />
In the early years of its 10-year commitment to Quality Education for<br />
All, <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> recognized the need for community<br />
<strong>in</strong>frastructure that would susta<strong>in</strong> the effort to improve Duval County<br />
public schools long after the <strong>Foundation</strong>’s <strong>in</strong>itiative ended.<br />
Draw<strong>in</strong>g on research, best practices <strong>in</strong> other communities, national<br />
expertise and local knowledge, the <strong>Foundation</strong> spearheaded the<br />
creation of the Jacksonville Public Education Fund, a high-capacity<br />
organization that could advocate for and support efforts to improve<br />
the quality of public education over the long term.<br />
Formally established <strong>in</strong> 2009, and nurtured <strong>in</strong> large part by core<br />
operat<strong>in</strong>g support from <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>’s unrestricted<br />
funds, Jacksonville Public Education Fund quickly established itself as<br />
a resource for knowledge and high-quality research.<br />
But Jacksonville Public Education Fund also recognized that public<br />
education needed public engagement. In late 2011, it launched ONE<br />
by ONE, an <strong>in</strong>novative strategy to engage citizens <strong>in</strong> conversations<br />
about the future of public education <strong>in</strong> Duval County. ><br />
<strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> supports organizations<br />
that are chang<strong>in</strong>g the landscape <strong>in</strong> Northeast Florida:<br />
Through the ONE by ONE exhibit and community<br />
conversations, the Jacksonville Public Education Fund<br />
brought new voices to the discussion about the future<br />
of public education <strong>in</strong> Duval County. Page 5
JACKSONVILLE<br />
PUBLIC EDUCATION<br />
FUND<br />
cont<strong>in</strong>ued from previous page<br />
Throughout 2012, the ONE by ONE<br />
campaign used a travel<strong>in</strong>g art exhibit<br />
featur<strong>in</strong>g the faces and voices of public<br />
school students as a magnet to attract<br />
citizen <strong>in</strong>terest to the challenges and<br />
opportunities fac<strong>in</strong>g Duval County<br />
public schools. Jacksonville Public<br />
Education Fund reached out to those<br />
who attended the exhibits and <strong>in</strong>vited<br />
them to kitchen-table conversations to<br />
discuss public education. Over a<br />
10-month period, 1,649 Duval County<br />
residents participated <strong>in</strong> these<br />
conversations, which culm<strong>in</strong>ated <strong>in</strong> a<br />
<strong>Community</strong> Agreement that identified<br />
priorities for public education.<br />
“ONE by ONE brought a host of new<br />
voices to the conversation about public<br />
education <strong>in</strong> Duval County and<br />
empowered them to create and<br />
advocate for a common agenda,” said<br />
Trey Csar, Jacksonville Public Education<br />
Fund president.<br />
That work co<strong>in</strong>cided with the arrival of a<br />
new public school super<strong>in</strong>tendent, and<br />
Jacksonville Public Education Fund was<br />
successful <strong>in</strong> build<strong>in</strong>g a partnership that<br />
enabled the super<strong>in</strong>tendent to<br />
<strong>in</strong>corporate the citizen priorities <strong>in</strong>to<br />
the district’s new strategic plan.<br />
“This is long-term but high-impact<br />
work,” Csar said, “and it would not be<br />
possible without the support of <strong>The</strong><br />
<strong>Community</strong> <strong>Foundation</strong>.”<br />
Page 6<br />
LISC EPIC COMMUNITIES<br />
In 1999, <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> was among the local organizations<br />
responsible for br<strong>in</strong>g<strong>in</strong>g Local Initiatives Support Corporation (LISC) to<br />
Jacksonville. S<strong>in</strong>ce that time, the <strong>Foundation</strong> has been a proud supporter of<br />
LISC Jacksonville as it has worked to build communities and community<br />
organizations across Jacksonville.<br />
S<strong>in</strong>ce its found<strong>in</strong>g, LISC Jacksonville has made $21 million <strong>in</strong> acquisition and construction loans <strong>in</strong> greater<br />
Jacksonville and is responsible for renovation or construction and sale of 236 homes <strong>in</strong> underserved<br />
communities.<br />
“LISC’s strength lies <strong>in</strong> the fact that it builds communities from the <strong>in</strong>side,” said N<strong>in</strong>a Waters, president of<br />
<strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>. “LISC develops local leadership and provides the resources for locallydriven<br />
change, which is more last<strong>in</strong>g change.”<br />
In 2012, LISC identified two Jacksonville communities <strong>in</strong> which to pilot a more <strong>in</strong>tensive community<br />
development strategy — EPIC Communities. This strategy sees community development more<br />
holistically, recogniz<strong>in</strong>g the way that <strong>in</strong>vestments <strong>in</strong> hous<strong>in</strong>g help families <strong>in</strong>crease <strong>in</strong>come and wealth,<br />
and the ways <strong>in</strong> which improvements <strong>in</strong> education and healthy environments contribute to economic<br />
development and long-term susta<strong>in</strong>ability.<br />
<strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>’s contributions to LISC have helped leverage contributions from other local<br />
funders, creat<strong>in</strong>g an <strong>in</strong>itial commitment of $900,000 <strong>in</strong> challenge funds to attract an additional $2 million<br />
<strong>in</strong>vestment from the community.<br />
“<strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>’s <strong>in</strong>vestment <strong>in</strong> LISC sends a strong signal to other donors <strong>in</strong> our<br />
community about the importance of the work and the value of <strong>in</strong>vest<strong>in</strong>g <strong>in</strong> LISC,” said Janet Owens,<br />
executive director of LISC Jacksonville. “We are particularly grateful to those donors who gave <strong>The</strong><br />
<strong>Community</strong> <strong>Foundation</strong> the flexibility to respond to community needs as they change over time. As a<br />
result, we seek to help more neighborhoods become economically viable and transformed <strong>in</strong>to places<br />
where families and children thrive.”<br />
Through its new EPIC Communities<br />
<strong>in</strong>itiative, LISC Jacksonville is reshap<strong>in</strong>g<br />
the future for neighborhoods <strong>in</strong> the<br />
heart of Jacksonville.
NONPROFIT CENTER OF<br />
NORTHEAST FLORIDA —<br />
MOVING FORWARD TOGETHER<br />
In 2009, representatives of scores of Jacksonville area nonprofits<br />
were <strong>in</strong>spired by the words of Robert Egger, author of Begg<strong>in</strong>g for<br />
Change, who encouraged heightened and more assertive<br />
collaboration with<strong>in</strong> the sector. <strong>The</strong> Nonprofit Center of Northeast<br />
Florida responded and launched “Mov<strong>in</strong>g <strong>Forward</strong> Together,” an<br />
<strong>in</strong>itiative support<strong>in</strong>g effective collaboration through communications,<br />
network<strong>in</strong>g, <strong>in</strong>novative tools and <strong>in</strong>creased organizational capacity.<br />
NORTHEAST FLORIDA<br />
NONPROFITS<br />
Baker, Clay, Duval, Nassau, and<br />
St. Johns Counties<br />
POPULATION<br />
1.37 Million Residents<br />
JOBS CREATED<br />
Leisure & Hospitality<br />
75,708<br />
F<strong>in</strong>ance & Insurance<br />
68,172<br />
NONPROFIT<br />
56,935<br />
Construction<br />
38,899<br />
Baker<br />
Transportation<br />
& Warehous<strong>in</strong>g<br />
36,844<br />
Nassau<br />
Duval<br />
Clay<br />
St. Johns<br />
<strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> provided major support to this effort, largely through a<br />
generous grant from the Jessie Ball DuPont Fund. Much of that effort came to<br />
fruition <strong>in</strong> 2012.<br />
In early 2012, the Nonprofit Center launched <strong>The</strong> L<strong>in</strong>k, an onl<strong>in</strong>e platform that<br />
provides data, maps, l<strong>in</strong>ks and resources on the nonprofit sector <strong>in</strong> Northeast<br />
Florida. Cont<strong>in</strong>ually upgraded, the L<strong>in</strong>k allows users to identify <strong>in</strong>dividual nonprofits,<br />
map the location of nonprofits and search for cohorts of nonprofits by type, field of<br />
<strong>in</strong>terest, political subdivision and other factors.<br />
<strong>The</strong> L<strong>in</strong>k provides a way for nonprofits to f<strong>in</strong>d each other, to share resources, to<br />
communicate about projects and to advocate more effectively.<br />
In fall 2012, the Nonprofit Center unveiled common messag<strong>in</strong>g for<br />
nonprofits to share across the community. LOCAL FOCUS +<br />
LASTING IMPACT is a positive message relevant to all area<br />
nonprofits. With the specially designed logo, area nonprofits have a<br />
way to signal that they are part of a larger universe with a common<br />
mission and common value.<br />
“But ‘Mov<strong>in</strong>g <strong>Forward</strong> Together’ is more than any s<strong>in</strong>gle project, it’s a nonprofit<br />
sector movement,” said Rena Coughl<strong>in</strong>, president of the Nonprofit Center.<br />
“It is based <strong>in</strong> the philosophies of reflective practice and is designed to create a<br />
healthier, more susta<strong>in</strong>able, and effective nonprofit sector,” she said. “At the end of<br />
the day, Northeast Florida’s nonprofits will be more prepared to survive and thrive <strong>in</strong><br />
a post-recession landscape, better equipped to respond to fiscal, political, and<br />
environmental challenges, and significantly more united <strong>in</strong> their support for and<br />
connection to each other and the communities they serve.<br />
“<strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> has been a partner <strong>in</strong> this work from day one,”<br />
Coughl<strong>in</strong> cont<strong>in</strong>ued. “Its appetite for comprehensive solutions has made it a lead<br />
th<strong>in</strong>ker, risk-taker and <strong>in</strong>novator <strong>in</strong> our community. We are extremely grateful for<br />
their support, guidance, and flexibility.”<br />
NONPROFITS SAVE, CHANGE, & ENRICH LIVES.<br />
WHAT IS A NONPROFIT?<br />
A nonprofit organization is one that is formed for the<br />
purpose of benefitt<strong>in</strong>g society rather than for mak<strong>in</strong>g and<br />
distribut<strong>in</strong>g profits. Nonprofits may earn a profit, but they<br />
may not distribute that profit, or equity, to any <strong>in</strong>dividual —<br />
there are no shareholders, no equity <strong>in</strong>vestors, no owners.<br />
VOLUNTEERS<br />
114,146<br />
NONPROFIT DNA<br />
Innovative<br />
and<br />
accountable<br />
Mobilize<br />
unique resources<br />
(federal and state<br />
dollars, volunteers,<br />
donors)<br />
VOLUNTEER<br />
HOURS<br />
2.34<br />
MILLION<br />
#1<br />
most trusted<br />
to act on<br />
quality-of-life<br />
issues<br />
Offer <strong>in</strong>-depth<br />
understand<strong>in</strong>g<br />
of local<br />
community<br />
VALUE OF<br />
VOLUNTEER HOURS<br />
$43.66<br />
MILLION<br />
Zo<br />
Zoo<br />
Ac<br />
Arts &<br />
Culture<br />
As<br />
134<br />
He<br />
Associations Health<br />
1<br />
110<br />
$620.1<br />
MILLION <strong>in</strong> DONATIONS<br />
En<br />
23<br />
Environment<br />
Re<br />
Religion<br />
NUMBER OF<br />
NONPROFITS<br />
1,081<br />
ELEMENTS OF A<br />
STRONG COMMUNITY<br />
112<br />
Ap<br />
Ed<br />
146 256<br />
Hu<br />
Human<br />
Services<br />
30<br />
Animal<br />
Protection<br />
123<br />
Education<br />
Infographics developed by the Nonprofit Center Page 7
Philanthropic Leadership<br />
NURTURING AND INSPIRING PHILANTHROPISTS<br />
Today, WGA has almost<br />
300 members, each<br />
of whom gives $1,500 a<br />
year, with $1,000 go<strong>in</strong>g<br />
toward grantmak<strong>in</strong>g,<br />
$350 toward the<br />
endowment and $150<br />
for operat<strong>in</strong>g costs.<br />
Page 8<br />
<strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> works <strong>in</strong> many ways to <strong>in</strong>spire<br />
philanthropy — from host<strong>in</strong>g the Donors Forum of Northeast<br />
Florida to nurtur<strong>in</strong>g the next generation of philanthropists.<br />
But nowhere is the <strong>Foundation</strong>’s impact on philanthropy felt<br />
more broadly than the Women’s <strong>Giv<strong>in</strong>g</strong> Alliance.<br />
Begun <strong>in</strong> 2002 by donors to <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> and<br />
operated as an <strong>in</strong>itiative of <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>, WGA<br />
has made remarkable strides <strong>in</strong> its first 10 years.<br />
“We have come a whale of a long way,” said Joan Van Vleck,<br />
one of 18 found<strong>in</strong>g members who comprised the Steer<strong>in</strong>g<br />
Committee, and who served as WGA president <strong>in</strong> 2007 and 2008.<br />
WGA members have given a cumulative $3.3 million to the<br />
community <strong>in</strong> support of women and girls. But the story of WGA’s<br />
evolution transcends the grants awarded— it is about a group of<br />
women creat<strong>in</strong>g an organization from scratch, com<strong>in</strong>g <strong>in</strong>to their<br />
own as philanthropists and reach<strong>in</strong>g out to enlarge the circle.<br />
“Our <strong>in</strong>itial thoughts were to empower women to be engaged <strong>in</strong><br />
philanthropic efforts and strategic giv<strong>in</strong>g,” said Courtenay Wilson,<br />
one of the five founders of WGA. “We were reach<strong>in</strong>g out to<br />
women <strong>in</strong> the community and giv<strong>in</strong>g them a voice.”<br />
Among the early challenges was f<strong>in</strong>d<strong>in</strong>g a focus. WGA worked<br />
with the University of North Florida to research the state of<br />
women and girls <strong>in</strong> our five county area, and used that research to<br />
guide its grantmak<strong>in</strong>g. Through the years, additional research<br />
projects have <strong>in</strong>formed the organization’s philanthropy.<br />
<strong>The</strong>re were the usual operational challenges of gett<strong>in</strong>g the house<br />
<strong>in</strong> order, committees function<strong>in</strong>g smoothly and strategic plans <strong>in</strong><br />
place. But by 2009, a survey of best practices at other women’s<br />
giv<strong>in</strong>g circles across the country suggested that WGA was on the<br />
right track.<br />
In 2010, Sondra Shaw-Hardy, an expert <strong>in</strong> women’s giv<strong>in</strong>g circles<br />
around the country, proclaimed WGA a national leader because of<br />
its reliance on research and commitment to build<strong>in</strong>g endowment.<br />
Much of the credit for WGA’s success belongs to <strong>The</strong> <strong>Community</strong><br />
<strong>Foundation</strong>, said Barbara Harrell, WGA president <strong>in</strong> 2009<br />
and 2010.<br />
“<strong>The</strong> practices <strong>in</strong>stituted at WGA came from the knowledge of<br />
<strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>,” she said. “<strong>The</strong> <strong>Foundation</strong><br />
provides such good guidance about what philanthropy can be.<br />
WGA is a learn<strong>in</strong>g organization as much as a grantmak<strong>in</strong>g<br />
organization and much of our learn<strong>in</strong>g comes from <strong>The</strong><br />
<strong>Community</strong> <strong>Foundation</strong>.”<br />
Van Vleck agreed: “<strong>The</strong> th<strong>in</strong>gs that <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong><br />
have provided for us have been the backbone of our success.”<br />
Today, WGA has almost 300 members, each of whom gives<br />
$1,500 a year, with $1,000 go<strong>in</strong>g toward grantmak<strong>in</strong>g, $350 toward<br />
the endowment and $150 for operat<strong>in</strong>g costs.<br />
In addition, 18 members have contributed $25,000 each to endow<br />
their membership, br<strong>in</strong>g<strong>in</strong>g the value of the WGA endowment to<br />
$1,576,302 as of 3/31/2013.<br />
“When we started WGA,” Van Vleck reflected, “Our vision was to<br />
transform how Northeast Florida addresses the needs of women<br />
and girls.”<br />
Today, with work that ranges from mental health to juvenile justice<br />
to preventive health care and counsel<strong>in</strong>g, WGA is mov<strong>in</strong>g closer<br />
to achiev<strong>in</strong>g that goal.<br />
“WGA never wants to stop here,” Harrell said. “We always want<br />
to go further.”
THE WEAVER PHILANTHROPIC<br />
INITIATIVE NURTURES EMERGING<br />
PHILANTHROPISTS through a year-long program of learn<strong>in</strong>g and<br />
collaborative grantmak<strong>in</strong>g. S<strong>in</strong>ce <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> began the program <strong>in</strong><br />
1999, 61 <strong>in</strong>dividuals have completed the program. In 2013, the program was renamed<br />
to honor the philanthropic leadership provided by J. Wayne and Delores Barr Weaver.<br />
ALEX &<br />
CAROLINE<br />
GRAHAM<br />
Class of 2010<br />
THE IMPACT<br />
OF PI: PI opened<br />
philanthropy as a way to lead, motivate and help<br />
shape a cause. We th<strong>in</strong>k more broadly about issues<br />
and how to connect our knowledge and resources<br />
to address root causes or change the game entirely.<br />
PI also made us more cognizant of the importance<br />
of giv<strong>in</strong>g locally, which led us to establish family<br />
funds at <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>.<br />
PHILANTHROPIC STYLE: Varied, by<br />
design. We have a lot of <strong>in</strong>terests and no one style<br />
fits every situation. We give “time, talent and<br />
treasure” both personally and corporately to an<br />
array of nonprofits. We work as a team, so one of us<br />
may ask for fund<strong>in</strong>g, and the other may ask for<br />
talent or time.<br />
AREAS OF INTEREST: Health, children, and<br />
cultural and educational <strong>in</strong>stitutions. We also have<br />
some very specific and bolder <strong>in</strong>terests we would<br />
like to tackle down the l<strong>in</strong>e.<br />
QUOTE: “One of the issues we have faced is<br />
giv<strong>in</strong>g when asked without stopp<strong>in</strong>g to th<strong>in</strong>k about<br />
a giv<strong>in</strong>g strategy. We have become confident <strong>in</strong><br />
say<strong>in</strong>g “no” so that we can say “yes” <strong>in</strong> a more<br />
mean<strong>in</strong>gful way.”<br />
RYAN SCHWARTZ<br />
Class of 2008<br />
THE IMPACT OF PI:<br />
It opened my eyes to the power<br />
of giv<strong>in</strong>g with others. It made me<br />
more confident <strong>in</strong> my giv<strong>in</strong>g. I<br />
get much more satisfaction from my philanthropy<br />
today. I’ve learned that philanthropy can help more<br />
than just a person or family, it can impact an entire<br />
community — that’s what is most excit<strong>in</strong>g to me.<br />
PHILANTHROPIC STYLE: Is “shabby chic”<br />
an option? I have some tried and true, trusted<br />
organizations that I know deliver terrific services<br />
and I have some progressive new ideas that I am<br />
work<strong>in</strong>g to ref<strong>in</strong>e and hope to see come to fruition.<br />
AREAS OF INTEREST: Health care, f<strong>in</strong>e arts,<br />
education reform, environment, capacity build<strong>in</strong>g<br />
for the nonprofit sector.<br />
QUOTE: “Buy<strong>in</strong>g a ticket to a special event isn’t<br />
philanthropy — I take that from my personal meals<br />
and enterta<strong>in</strong>ment budget these days.”<br />
RICHARD<br />
SKINNER<br />
Class of 2003<br />
THE IMPACT OF PI:<br />
I don’t know if it changed my<br />
philanthropy, but it did make me<br />
aware of a bigger picture and the significance of<br />
the role it plays <strong>in</strong> our community.<br />
PHILANTHROPIC STYLE: Very directed.<br />
My wife and I have narrowed our giv<strong>in</strong>g to areas <strong>in</strong><br />
which we have a personal connection. We feel we<br />
can give more effectively both <strong>in</strong> time and<br />
resources with our <strong>in</strong>terests focused, rather<br />
than diversified.<br />
AREAS OF INTEREST: Parks <strong>in</strong> North Florida,<br />
and the Arts.<br />
QUOTE: “I have felt that by pool<strong>in</strong>g our<br />
resources with <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>, it<br />
better leverages the giv<strong>in</strong>g opportunities.”<br />
Page 9
418<br />
CHARITABLE<br />
F U N D S<br />
$<br />
99.1 million<br />
IN GIFTS IN 2012<br />
33 new funds<br />
ESTABLISHED<br />
I N 2 0 1 2<br />
58%<br />
OF ALL ASSETS ARE<br />
ENDOWED<br />
Page 10
Donor Services<br />
SUPPORTING FAMILIES AND FOUNDATIONS<br />
FAMILY FOUNDATIONS ARE<br />
AN IMPORTANT PART OF<br />
THE PHILANTHROPIC<br />
LANDSCAPE and <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> works<br />
<strong>in</strong> multiple ways to support family philanthropy. <strong>The</strong> <strong>Foundation</strong> offers<br />
guidance on grantmak<strong>in</strong>g strategies and practices, and can help<br />
families transition philanthropy from one generation to the next.<br />
In 2012, two major Jacksonville family foundations made decisions<br />
about their philanthropy that affirmed the value of partner<strong>in</strong>g with <strong>The</strong><br />
<strong>Community</strong> <strong>Foundation</strong>.<br />
J. Wayne and Delores Barr Weaver, former owners of the Jacksonville<br />
Jaguars and among the community’s lead<strong>in</strong>g philanthropists,<br />
converted their family foundation — the Weaver Family <strong>Foundation</strong><br />
— <strong>in</strong>to a donor advised fund at <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>.<br />
<strong>The</strong>n, the Chartrand family decided to conduct all of <strong>The</strong> Chartrand<br />
<strong>Foundation</strong>’s grantmak<strong>in</strong>g through <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>.<br />
In both cases, the donors will cont<strong>in</strong>ue to direct and advise<br />
their philanthropy, but the mechanics will be handled by <strong>The</strong><br />
<strong>Community</strong> <strong>Foundation</strong>.<br />
“Wayne and I want to take this time <strong>in</strong> our lives to enjoy our family,<br />
relax and travel, not to worry about manag<strong>in</strong>g a private foundation,”<br />
Delores Barr Weaver said. “We have complete confidence <strong>in</strong> <strong>The</strong><br />
<strong>Community</strong> <strong>Foundation</strong> and its stewardship, and know that the staff<br />
will provide the services we need to cont<strong>in</strong>ue our philanthropy <strong>in</strong><br />
Jacksonville and beyond.”<br />
<strong>The</strong> Weavers and the Chartrands were not the first donors to<br />
recognize the benefits of partner<strong>in</strong>g with <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>.<br />
In 2005, a group of donors <strong>in</strong> Southeast Georgia wanted to establish<br />
a community foundation and launched an affiliate fund of <strong>The</strong><br />
<strong>Community</strong> <strong>Foundation</strong>. Once they received their nonprofit<br />
designation from the IRS, they established the Communities of<br />
Coastal Georgia <strong>Foundation</strong>, but cont<strong>in</strong>ued to use <strong>The</strong> <strong>Community</strong><br />
<strong>Foundation</strong> to provide back office support. ><br />
“We have complete confidence <strong>in</strong> <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> and<br />
its stewardship, and know that the staff will provide the services we need to<br />
cont<strong>in</strong>ue our philanthropy <strong>in</strong> Jacksonville and beyond.”<br />
— Delores Barr Weaver Page 11
SUPPORTING FAMILIES AND<br />
FOUNDATIONS cont<strong>in</strong>ued from previous page<br />
Corporate giv<strong>in</strong>g programs also have partnered with <strong>The</strong> <strong>Community</strong><br />
<strong>Foundation</strong>. <strong>The</strong> Florida Blue <strong>Foundation</strong> has relied on <strong>The</strong> <strong>Community</strong><br />
<strong>Foundation</strong> staff’s expertise <strong>in</strong> various ways for more than a decade.<br />
For family philanthropy, however, <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> br<strong>in</strong>gs<br />
unique assets to the table.<br />
A PERSONAL FUND FOR<br />
PERSONAL PHILANTHROPY<br />
Among the highlights of 2012 was the decision by Delores Barr Weaver to<br />
establish a donor advised fund at <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> with a gift of<br />
$50 million.<br />
<strong>The</strong> decision further reflected the confidence placed <strong>in</strong> <strong>The</strong> <strong>Community</strong><br />
<strong>Foundation</strong> by the Weavers.<br />
With the gift, the Delores Barr Weaver Fund became the largest s<strong>in</strong>gle fund<br />
at <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>.<br />
Mrs. Weaver’s gift, announced <strong>in</strong> November, ranks among the largest<br />
charitable gifts ever made to any Jacksonville-based <strong>in</strong>stitution, and is the<br />
largest gift to <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> <strong>in</strong> its 48-year history.<br />
Coupled with the conversion of the Weaver Family <strong>Foundation</strong>, the Weaver’s<br />
gifts to <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> ranked them as the 17th largest donors<br />
<strong>in</strong> the United States for 2012, accord<strong>in</strong>g to the Chronicle of Philanthropy.<br />
Above, Delores Barr Weaver announc<strong>in</strong>g establishment of the Delores Barr<br />
Weaver Fund <strong>in</strong> November 2012.<br />
Page 12<br />
“<strong>The</strong> Chartrand family chose to work with <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong><br />
because of its deep experience as a community grantmaker, its strong<br />
values that respect the <strong>in</strong>tent of the donor and its excellent reputation<br />
as a fiduciary agent,” the family said. “We have the flexibility to focus<br />
on our philanthropy and the ways <strong>in</strong> which it can best benefit the<br />
community, secure <strong>in</strong> the knowledge that our <strong>in</strong>terests are both<br />
respected and represented.”<br />
For the DuBow family, <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> has enhanced their<br />
family philanthropy <strong>in</strong> different ways. <strong>The</strong> family established a private<br />
foundation <strong>in</strong> 1988 and, <strong>in</strong> 1997, established a sizable donor advised fund<br />
at <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>. Fifteen years later, both entities rema<strong>in</strong><br />
robust and active.<br />
Family patriarch Lawrence DuBow says that the family foundation gives his<br />
children and grandchildren hands on experience <strong>in</strong> manag<strong>in</strong>g philanthropy.<br />
Meet<strong>in</strong>gs are very structured, board books are distributed <strong>in</strong> advance with<br />
proposals and historical <strong>in</strong>formation, and discussions are lively. “I don’t<br />
want my children and grandchildren to lose the hands-on experiences,”<br />
DuBow said. “You’ve got to taste it and touch it and smell it.”<br />
At the same time, DuBow is a strong supporter of <strong>The</strong> <strong>Community</strong><br />
<strong>Foundation</strong>. He sees the Donor Advised Fund as another philanthropic<br />
learn<strong>in</strong>g experience for his family as well as a way to support an important<br />
community <strong>in</strong>stitution.<br />
“I th<strong>in</strong>k it is important that we support <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong>. What<br />
they do is extremely important — it teaches philanthropy.”<br />
“I learned more about the theory of philanthropy [as a trustee of <strong>The</strong><br />
<strong>Community</strong> <strong>Foundation</strong>] and about a lot of agencies <strong>in</strong> the city, and that<br />
was very helpful.”<br />
Whether execut<strong>in</strong>g philanthropy on behalf of a family or be<strong>in</strong>g part of a<br />
family’s larger philanthropic strategy, <strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> has<br />
proven itself a strong partner.
<strong>Giv<strong>in</strong>g</strong> <strong>Back</strong><br />
$<br />
31.1 MILLION IN GRANTS AWARDED IN 2012<br />
WHERE GRANT<br />
DOLLARS WENT<br />
86% Northeast Florida<br />
7% Elsewhere <strong>in</strong> Florida<br />
7% Outside of Florida<br />
23%<br />
Public<br />
Support<br />
WHAT GRANT DOLLARS SUPPORTED<br />
20%<br />
Education<br />
14% 13%<br />
Human<br />
Services<br />
Environmental<br />
& Animal<br />
Protection<br />
9% 8% 7% 6% 0.3%<br />
Civic &<br />
<strong>Community</strong><br />
Arts &<br />
Culture<br />
Religion Health International<br />
& National<br />
Security
<strong>Giv<strong>in</strong>g</strong> <strong>Forward</strong><br />
DISCRETIONARY GRANTS AWARDED IN 2012<br />
QUALITY EDUCATION FOR ALL INITIATIVE<br />
$100,000 to Jacksonville Public Education Fund to support general<br />
operations and develop School Facts Jax.<br />
$82,420 to varied grantees to support ongo<strong>in</strong>g activities of the<br />
<strong>in</strong>itiative, <strong>in</strong>clud<strong>in</strong>g development of an <strong>in</strong>vestment plan for the Quality<br />
Education for All fund.<br />
Fund<strong>in</strong>g from <strong>Community</strong> <strong>Foundation</strong> unrestricted funds.<br />
STRENGTHENING THE NONPROFIT SECTOR<br />
$20,000 to the Nonprofit Center of Northeast Florida to support<br />
general operations.<br />
Fund<strong>in</strong>g from <strong>Community</strong> <strong>Foundation</strong> unrestricted funds.<br />
STRENGTHENING NEIGHBORHOODS<br />
$70,000 to LISC Jacksonville to support general operations and<br />
improve communications.<br />
Fund<strong>in</strong>g from <strong>Community</strong> <strong>Foundation</strong> unrestricted funds, Bank of<br />
America Neighborhood Endowment Fund, and Jacksonville<br />
Neighborhood Endowment Fund.<br />
COMMUNITY DATA<br />
$20,000 to Jacksonville <strong>Community</strong> Council Inc. to support JAX2025<br />
Vision<strong>in</strong>g Project.<br />
Fund<strong>in</strong>g from Jay and Deanie Ste<strong>in</strong> Unrestricted Fund.<br />
ENVIRONMENT<br />
$10,000 to Timucuan Trail Parks <strong>Foundation</strong> to support<br />
general operations.<br />
Fund<strong>in</strong>g from <strong>Community</strong> <strong>Foundation</strong> unrestricted funds.<br />
FIELD OF INTEREST — AGING ADULTS<br />
ElderSource (Senior to Senior Funds) - $125,000<br />
Baptist Health System <strong>Foundation</strong>-Agewell Institute - $20,000<br />
Caregiver Coalition (through <strong>Community</strong> Hospice of NEFL) - $7,500<br />
Senior Roundtable - $7,200<br />
ElderSource - $3,500<br />
Jewish Family <strong>Community</strong> Services, Inc. - $3,500<br />
SAGES Coalition, Inc. - $2,500<br />
Lend an Ear Outreach, Inc. - $2,500<br />
Seniors on a Mission, Inc. - $2,400<br />
Senior vs. Crime Inc. - $1,886<br />
Hart Felt M<strong>in</strong>istries, Inc. - $1,500<br />
City of Jacksonville (Special Events for Seniors) - $1,200<br />
<strong>The</strong> Senior Life <strong>Foundation</strong> - $1,000<br />
Fund<strong>in</strong>g from <strong>Community</strong> <strong>Foundation</strong> unrestricted funds,<br />
Grace H. Osborn Endowment, I.R. Bowen and Kather<strong>in</strong>e Bowen<br />
Fund, J. Wayne and Delores Barr Weaver Senior to Senior<br />
Endowment, and Senior to Senior Fund.<br />
RACE RELATIONS<br />
$30,000 to the OneJax Institute at the University of North Florida to<br />
support general operations.<br />
Fund<strong>in</strong>g from <strong>Community</strong> <strong>Foundation</strong> unrestricted funds.<br />
Page 14
DISCRETIONARY GRANTS AWARDED IN 2012<br />
FIELD OF INTEREST — ARTS<br />
Helen Cowart - $3,500<br />
Holly Draper - $3,500<br />
Overstreet Ducasse - $3,300<br />
Sharon Weightman Hoffman - $3,500<br />
Lisa O’Neil - $3,500<br />
Kate Garcia Rouh - $3,470<br />
<strong>The</strong> Arc of St. Johns, Inc. - $3,495<br />
Meredith Tousey - $1,000<br />
Art League of Jacksonville, Inc. - $10,000<br />
Opera Jacksonville - $10,000<br />
Friends of the St. August<strong>in</strong>e Amphitheatre (FOSAA) - $10,000<br />
St. August<strong>in</strong>e Art Association - $10,000<br />
Flagler College - $10,000<br />
St. August<strong>in</strong>e Historical Society - $7,700<br />
North Shores Improvement Association, Inc. - $7,000<br />
Fund<strong>in</strong>g from Art Ventures Endowment Fund, Independent Life M<strong>in</strong>ority<br />
Arts Award Fund, J. Shepard, Jr. and Mary Ann Bryan Arts Endowment,<br />
Anne and Sallyn Pajcic Art Ventures Endowment, Dr. JoAnn Crisp-Ellert<br />
Fund, and <strong>Community</strong> <strong>Foundation</strong> unrestricted funds.<br />
FIELD OF INTEREST — YOUNG CHILDREN<br />
Jacksonville <strong>Community</strong> Council Inc. - $25,000<br />
Fund<strong>in</strong>g from Jacksonville Children’s Endowment.<br />
FIELD OF INTEREST — VETERANS<br />
American Red Cross, Northeast<br />
Florida Chapter - $250,000<br />
<strong>The</strong> Military & Veterans Resource Center at the University of North<br />
Florida - $8,500<br />
Fund<strong>in</strong>g from J. Wayne and Delores Barr Weaver Veterans<br />
Emergency and Transition Services (VETS) Fund and Cynthia Alderson<br />
Veterans’ Education and Tra<strong>in</strong><strong>in</strong>g Fund.<br />
COMMUNITY SAFETY NET FUND<br />
Waste Not Want Not, Inc. - $11,000<br />
Second Harvest Food Bank North Florida - $3,190<br />
Fund<strong>in</strong>g from Jessie Ball DuPont Fund, <strong>The</strong> Lucy Good<strong>in</strong>g Charitable<br />
<strong>Foundation</strong>, and Scheidel <strong>Foundation</strong>.<br />
PHILANTHROPIC INITIATIVE<br />
Teachable Moments series <strong>in</strong> Times-Union and on WJCT - $28,000<br />
TEACH Conference <strong>in</strong> partnership with WJCT - $20,000<br />
Jacksonville Public Education Fund (cont<strong>in</strong>uation of Teachable<br />
Moments) - $7,000<br />
Fund<strong>in</strong>g from Philanthropic Initiative Class of 2010 participants and<br />
<strong>Community</strong> <strong>Foundation</strong> unrestricted funds.<br />
UNRESTRICTED FUNDS SUPPORTING THE<br />
GRANTS LISTED ABOVE:<br />
A. L. and Ruth S. Shantz Trust<br />
Nancy Hazard McCreight Memorial Fund<br />
Brady S. Johnston Charitable Fund<br />
Venture Philanthropy Endowment Fund<br />
First Guaranty Bank & Trust Company Endowment<br />
Thomas M. Kirbo & Irene B. Kirbo Charitable Trust<br />
John D. & Mary Jane Uible Endowment<br />
Independent Life Insurance Company Endowment<br />
Frank and Ann McGehee Endowment<br />
Bernard V. Gregory Endowment Fund<br />
Harold K. Smith Charitable Fund<br />
Kathryn and Richard Kip Endowment Fund<br />
<strong>The</strong> <strong>Community</strong> Endowment Fund<br />
Marian J. and Gordon A. Roberts Fund<br />
Arthur L., Jr. and Angela H. Williams Fund<br />
Lois and Donald Cottrell Endowment Fund<br />
A.D. Davis Family Advised Fund / Lee Davis<br />
Norwood H. and Mary Elizabeth Sandifer Endowment Fund<br />
Page 15
FUNDS AT THE FOUNDATION AS OF DECEMBER 31, 2012<br />
UNRESTRICTED FUNDS<br />
Lois and Donald Cottrell Endowment Fund 1982<br />
A.D. Davis Family Advised Fund - Lee Davis 1994<br />
First Guaranty Bank & Trust Company Endowment 1991<br />
Bernard V. Gregory Endowment Fund 1997<br />
Independent Life Insurance Company Endowment 1995<br />
Brady S. Johnston Charitable Fund 1987<br />
Kathryn and Richard Kip Endowment Fund 1997<br />
Thomas M. Kirbo and Irene B. Kirbo Charitable<br />
Trust 1990<br />
Nancy Hazard McCreight Memorial Fund 1982<br />
Frank and Ann McGehee Endowment 1997<br />
Marian J. and Gordon A. Roberts Fund 2005<br />
Kathy Rude Charitable Fund 1983<br />
Norwood H. and Mary Elizabeth Sandifer Endowment<br />
Fund 1986<br />
A. L. and Ruth S. Shantz Trust 1981<br />
Harold K. Smith Charitable Fund 1997<br />
Jay and Deanie Ste<strong>in</strong> Unrestricted Fund 2011<br />
<strong>The</strong> <strong>Community</strong> Endowment Fund 2005<br />
<strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> President’s Discretionary<br />
Fund 1993<br />
<strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> Public Trust Fund 1988<br />
John D. and Mary Jane Uible Endowment 1991<br />
Venture Philanthropy Endowment Fund 1990<br />
Arthur L., Jr. and Angela H. Williams Fund 1993<br />
FIELD OF INTEREST<br />
FUNDS<br />
AGING ADULTS<br />
I. R. Bowen and Kather<strong>in</strong>e H. Bowen Fund 2003<br />
Grace H. Osborn Endowment 1994<br />
Senior to Senior Fund 2007<br />
J. Wayne and Delores Barr Weaver Senior to Senior<br />
Endowment 2009<br />
Page 16<br />
THE ARTS<br />
Art Ventures Endowment Fund 1990<br />
J. Shepard, Jr. and Mary Ann Bryan Arts<br />
Endowment 2000<br />
Dr. JoAnn Crisp-Ellert Fund 2007<br />
Independent Life M<strong>in</strong>ority Arts Award Fund 1992<br />
Anne and Sallyn Pajcic Art Ventures Endowment 2011<br />
<strong>The</strong> Regions Bank Fund 2011<br />
Alynne Sharp Art Fund 2012<br />
CHILDREN<br />
Jacksonville Children’s Endowment 1993<br />
EDUCATION<br />
Cynthia Alderson Veterans’ Education and Tra<strong>in</strong><strong>in</strong>g<br />
Fund 2010<br />
Peyton Early Literacy Endowment 2007<br />
Quality Education For All Fund 2005<br />
<strong>The</strong> RALLY JACKSONVILLE! Fund 2005<br />
HEALTH<br />
Kenneth H. Millar, Jr. Memorial Fund (visually impaired<br />
children) 1993<br />
Byon Morris Charitable Fund (men diagnosed with<br />
alcoholism) 1992<br />
Esther Pope Memorial Endowment (persons diagnosed<br />
with or affected by HIV/AIDS) 1989<br />
INDIGENT<br />
Donald and Terri McIntire Fund 2006<br />
Simon J. Peabody Fund (Volusia County) 1997<br />
Robert T. and Carol R. Shircliff Charitable Trust 1988<br />
NEIGHBORHOOD DEVELOPMENT<br />
Bank of America Neighborhood Endowment Fund 1999<br />
Jacksonville Neighborhood Endowment Fund 1998<br />
NONPROFIT CAPACITY<br />
Jessie Ball duPont Reflective Practice Endowment<br />
Fund 2007<br />
Reflective Practice Fund 2007<br />
WOMEN & GIRLS<br />
WGA Pooled Grantmak<strong>in</strong>g Fund 2002<br />
Women’s Endowment Fund 2001<br />
Sybil Barnett Ansbacher Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2011<br />
Ann McDonald Baker Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2010<br />
Nancy Chartrand Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2010<br />
Barbara J. Drake Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2011<br />
Doris Sussman Goldste<strong>in</strong> Women’s <strong>Giv<strong>in</strong>g</strong><br />
Alliance Endowment 2012<br />
Margaret Gomez Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2012<br />
Barbara Hickl<strong>in</strong> Harrell Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2010<br />
L<strong>in</strong>dsay D. Helms Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2012<br />
Helen Murchison Lane Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2010<br />
Sherry Murray Women’s <strong>Giv<strong>in</strong>g</strong> Alliance Endowment<br />
Fund 2010<br />
Susan Remmer Ryzewic Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2010<br />
Helen Short Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2011<br />
La<strong>in</strong>e S. Silverfield Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2012<br />
Julia Taylor Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2010<br />
Joan Amery Van Vleck Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2010<br />
Delores Barr Weaver Women’s <strong>Giv<strong>in</strong>g</strong> Alliance<br />
Endowment 2011<br />
Boldface—new fund <strong>in</strong> 2012
FUNDS AT THE FOUNDATION AS OF DECEMBER 31, 2012<br />
FIELD OF INTEREST<br />
FUNDS cont<strong>in</strong>ued<br />
PUTNAM COUNTY<br />
Frank V. Oliver, Jr. Endowment 2010<br />
VETERANS<br />
J. Wayne & Delores Barr Weaver (VETS) Fund 2012<br />
ORGANIZATIONAL<br />
ENDOWMENTS<br />
100 Black Men of Jax. Bernard V. Gregory -Scholarship<br />
Fund 1997<br />
<strong>The</strong> Arc Jacksonville Endowment 2003<br />
Attend<strong>in</strong>g Staff <strong>Foundation</strong> Endowment Fund 1990<br />
Barnabas Center Endowment 1989<br />
Boys and Girls Club of Northeast Florida<br />
Endowment 1991<br />
Christy Birong Youth Leadership Jacksonville<br />
Endowment 1990<br />
<strong>The</strong> <strong>Community</strong> <strong>Foundation</strong> Adm<strong>in</strong>istrative Fund 1991<br />
<strong>The</strong> Cultural Council of Greater Jacksonville<br />
Endowment Fund 1999<br />
Douglas Anderson School of the Arts Endowment 1989<br />
Florida Council on Economic Education<br />
Jacksonville Endowment 2009<br />
Florida <strong>The</strong>atre General Endowment Fund 1999<br />
Florida <strong>The</strong>atre Preservation Fund 1993<br />
Gateway Girl Scout Council Endowment Fund 1996<br />
Greenscape of Jacksonville, Inc. Endowment Fund 1992<br />
HandsOn Jacksonville, Inc. Tra<strong>in</strong><strong>in</strong>g and Education<br />
Fund 1990<br />
Jacksonville Public Education Fund Endowment 1991<br />
Jacksonville Symphony Association Endowment<br />
Fund 2009<br />
Junior League of Jacksonville, Inc. Endowment 1997<br />
<strong>The</strong> L.S.S. Endowment Trust 1989<br />
Ralph and Elizabeth Mundell Endowment 2007<br />
Museum of Science and History of Jacksonville General<br />
Endowment 1994<br />
Nonprofit Center of Northeast Florida Endowment 2010<br />
P<strong>in</strong>e Castle Endowment 1990<br />
Planned Parenthood of North Florida, Inc.<br />
Endowment Fund 2000<br />
Planned Parenthood of North Florida<br />
Endowment #2 2011<br />
St. Johns River Legacy Endowment 2012<br />
St. V<strong>in</strong>cent’s Medical Center Endowment 1989<br />
Tree Hill Endowment 1991<br />
United Way of Northeast Florida, Inc. Endowment<br />
Fund 1991<br />
Very Special Arts Florida-Jacksonville Fund 1994<br />
Voices for Children Endowment 2007<br />
DESIGNATED<br />
ENDOWMENTS<br />
Frank Barker Memorial Fund 2006<br />
Beavers/Burt Endowment Fund 1998<br />
Kitty R. Berry Memorial Fund 1991<br />
Betty Griff<strong>in</strong> House Endowment 2007<br />
Blanchart Family Endowment Fund 2011<br />
Blanchart Family Endowment Fund for L’Arche Harbor<br />
House 2011<br />
Mary and Bruce Bower Alexis de Tocqueville<br />
Endowment 2000<br />
G. Howard Bryan Endowment Fund 2006<br />
Shep and Mary Ann Bryan Endowment/ Daughters<br />
of Charity 1999<br />
Shep and Mary Ann Bryan WJCT Endowment Fund 2001<br />
Lillian I. Cannon Endowment for <strong>The</strong> Bridge 2010<br />
Citizens for a Scenic Florida Endowment Fund 1999<br />
<strong>The</strong> Clara White Mission, Inc. Endowment Fund 2006<br />
W. Earle and Phyllis Coll<strong>in</strong>s Crank Memorial<br />
Endowment 1995<br />
<strong>Community</strong> Appearance and Scenic Enhancement<br />
Fund 1999<br />
<strong>Community</strong> Connections Endowment 2007<br />
<strong>Community</strong> Hospice Patient Care Endowment 2007<br />
Comunita Cenacolo America Endowment 2007<br />
Cont<strong>in</strong>ental Societies Inc., Jacksonville, FL Chapter<br />
Endowment Fund 2006<br />
Robert D. and Isabelle T. Davis Endowment 2009<br />
Douglas Anderson School of the Arts Fellowship<br />
Endowment 2007<br />
Dreams Come True Client Dreams Endowment 2007<br />
Dreams Come True Endowment Fund 1992<br />
<strong>The</strong> Endowment for Clara White Mission 2007<br />
<strong>The</strong> Endowment for <strong>The</strong> Bridge of Northeast<br />
Florida 2007<br />
<strong>The</strong> Endowment for WJCT 2007<br />
Gateway <strong>Community</strong> Services Transitional Hous<strong>in</strong>g<br />
Endowment 2007<br />
Dr. Maurice H. Givens and Dr. David E. Rogers Fund 1992<br />
R.E. and J.M. Gray Fund 2000<br />
Greenwood School Endowment Fund 2005<br />
James Hehn Memorial Endowment Fund 1996<br />
M. Clare Herald Endowment Fund 2010<br />
David M. and Ann C. Hicks Tocqueville Endowment 2008<br />
Hope Haven Client Scholarship Endowment 2007<br />
Hubbard House Endowment 2007<br />
Hubbard House Endowment Fund 1990<br />
Jacksonville Children’s Chorus Chorister Scholarship<br />
Endowment 2007<br />
Jacksonville Health Education Program Borland<br />
Library Fund 1992<br />
<strong>The</strong> Jacksonville Symphony Endowment 2012<br />
JaxParks Program Enhancement Fund 2011<br />
JCCI Jax 2025 Fund 2012<br />
Jewish <strong>Community</strong> Alliance Endowment 1995<br />
Jewish Family & <strong>Community</strong> Services Endowment 2007<br />
Valdemar Joost Kroier Endowment Fund 1986<br />
Valdemar Joost Kroier Endowment Fund II 1990<br />
Boldface—new fund <strong>in</strong> 2012 Page 17
FUNDS AT THE FOUNDATION AS OF DECEMBER 31, 2012<br />
Albert and Viola Kissl<strong>in</strong>g Endowment Fund 1990<br />
Lamp of Jesus Endowment Fund 1979<br />
Helen and Edward Lane Alexis de Tocqueville<br />
Endowment Fund 1997<br />
Helen and Edward Lane Endowment Fund 1997<br />
Helen and Edward Lane Endowment Fund II 1997<br />
Helen and Edward Lane Endowment Fund III 1998<br />
Mary J. L<strong>in</strong>dsley Fund 1992<br />
Eleanor and Wilford Lyon WJCT Endowment 2000<br />
James L. Mathas <strong>Foundation</strong> 2011<br />
Jane Atherton Mawdsley Fund 1992<br />
Mayse-Turner Fund for Anglican Hymnody 2008<br />
Mayse-Turner Fund for Public Performance of<br />
Classical Music 2008<br />
Nancy M. McDonald Endowment 2005<br />
Delia H. and Thomas R. McGehee Endowment<br />
Fund 1989<br />
Nadia Lamb Mead Endowment 1995<br />
Micah’s Place Endowment 2007<br />
Mary Elizabeth Uible Morris Unrestricted<br />
Endowment/Bolles 2000<br />
Frank V. Oliver, Jr. Fund for St. Johns River<br />
State College 2010<br />
Frank V. Oliver, Jr. Fund for Putnam County<br />
Bread of Life 2010<br />
Frank V. Oliver, Jr. Fund for Putnam County<br />
Gator Club 2010<br />
Frank V. Oliver, Jr. Fund for Putnam County<br />
Humane Society 2010<br />
Frank V. Oliver, Jr. Fund for Putnam County<br />
Elfs for Kids 2010<br />
Frank V. Oliver, Jr. Fund for Rodeheaver<br />
Boys Ranch, Inc. 2010<br />
One Jax Endowment 2007<br />
PACE Center for Girls Jacksonville Endowment 2007<br />
Quigley House Endowment 2007<br />
Richard A. Reid / First Guaranty Memorial Fund 2002<br />
Robert E. Lee High School Alumni Association<br />
Fund 2010<br />
Ronald McDonald House Endowment 2007<br />
Page 18<br />
Robert T. and Carol R. Shircliff Charitable<br />
Endowment 1988<br />
Harold K. Smith Charitable Fund for Designated<br />
Grants 1997<br />
Harold K. Smith Playhouse Endowment 1995<br />
I.M. Sulzbacher Center for the Homeless<br />
Endowment 2007<br />
I.M. & Hazel J. Sulzbacher Endowment for the I.M.<br />
Sulzbacher Center 2004<br />
<strong>The</strong> Margaretta Taylor Everglades <strong>Foundation</strong><br />
Fund 2009<br />
John D. and Mary Jane Uible Endowment for the<br />
Museum of Science and History for the Fund of<br />
Cont<strong>in</strong>u<strong>in</strong>g Excellence 1998<br />
John D. & Mary Jane Uible Endowment for the<br />
Ronald McDonald House 1998<br />
Joan Amery Van Vleck Fellowship Fund 2011<br />
George Varn Endowment for the Museum of<br />
Science & History 1993<br />
Volunteers <strong>in</strong> Medic<strong>in</strong>e Endowment 2007<br />
Cornelia and Ol<strong>in</strong> Watts Endowment Fund 2000<br />
Webb Center Endowment 1991<br />
We Care Jacksonville Endowment 2007<br />
Jay T. and Ruth Lucile W<strong>in</strong>n Endowment 2011<br />
W<strong>in</strong>ston Family Art Ventures Endowment Fund 2011<br />
Women’s Center of Jacksonville Endowment 2007<br />
AWARD FUNDS<br />
Rachel Aides Scholarship Fund 2012<br />
Douglas Anderson Teacher of the Year Award 1995<br />
Independent Life C.G. Snead/J.F. Bryan, III<br />
Memorial Award 1996<br />
Thad M. Moseley Endowment for Surgical<br />
Teach<strong>in</strong>g 1996<br />
Gary Smalley Memorial Fund 1999<br />
USS Monterey Fund 1990<br />
Wachovia First and Goals Award Endowment 2000<br />
SCHOLARSHIP FUNDS<br />
Willard O. Ash Endowment Fund 1994<br />
Leslie Baker Memorial Endowment 1998<br />
George Ballis Scholarship Endowment 2005<br />
Bryan-Good<strong>in</strong>g Bethune Cookman Nurs<strong>in</strong>g Scholarship<br />
Endowment 2010<br />
Zoe Gaudet Scholarship Fund 2006<br />
John Hellbach Memorial Fund 2010<br />
William O. and Elizabeth G. Inman Scholarship 1989<br />
Jim and L<strong>in</strong>da K<strong>in</strong>g Scholarship Fund 2010<br />
Kraft/Moore Family Scholarship Fund 1993<br />
Benjam<strong>in</strong> William Lowe, Jr. Memorial Scholarship<br />
Fund 2007<br />
Leonard Lee & Margaret Cox McLucas Athletic & History<br />
Scholar Award 1991<br />
Talona Mae & Fred William Melber Episcopal<br />
Scholarship Fund 2005<br />
Byon M. Morris Charitable Fund II 1992<br />
Emily B. Paulk Scholarship Fund 1992<br />
James Thomas Pickren Memorial Scholarship Fund 2002<br />
<strong>The</strong> Dorothea B. Shaw Scholarship Fund 2007<br />
Gabe B. Summers Scholarship Fund 1993<br />
St. Mark’s Episcopal Day School Scholarship Fund 1989<br />
Uptown Civitan Scholarship Award Fund 2000<br />
William Walker and John W. (Tra<strong>in</strong>) Anderson<br />
Scholarship Fund 1980<br />
<strong>The</strong> An<strong>in</strong>a M. Walter Scholarship Fund 1993<br />
Nan Parker Williams Scholarship Fund 2008<br />
Burgman W<strong>in</strong>ston Youth Orchestra Scholarship<br />
Fund 2004<br />
W<strong>in</strong>ston Family YMCA Campership Endowment 2007<br />
ADVISED FUNDS<br />
Christopher and Letitia Aitken Family Fund 2012<br />
Appreciation of Christ Fund 2008<br />
G. Turner Ashby Memorial Fund 2006<br />
Atkerson Family Fund 2001<br />
Boldface—new fund <strong>in</strong> 2012
FUNDS AT THE FOUNDATION AS OF DECEMBER 31, 2012<br />
ADVISED FUNDS cont<strong>in</strong>ued<br />
<strong>The</strong> Azalea Fund 2007<br />
Bailys/Re<strong>in</strong> Family Charitable Fund 2005<br />
Ann McDonald Baker Advised Fund 1998<br />
Ann McDonald Baker Family <strong>Foundation</strong> 2003<br />
Dr. Roy M. and Audrey Baker Family <strong>Foundation</strong> 1997<br />
Ball Family Fund 1998<br />
Christopher and Elizabeth Ball Advised Fund 2008<br />
Hilton and Butler Ball Charitable Fund 2008<br />
Norma S. and Hayes Basford Advised Fund 1998<br />
Michael and Rebecca Bates Advised Fund 1997<br />
L. Andrew and Janie S. Bell Fund 1995<br />
Ruth Townsend Mann<strong>in</strong>g & Sallie Townsend Benson<br />
Advised Fund 1998<br />
Blue Cross and Blue Shield of Florida<br />
<strong>Community</strong> Fund 2002<br />
Blue Cross and Blue Shield of Florida<br />
<strong>Foundation</strong> Fund 2006<br />
Art and Anne Boccieri Advised Fund 2012<br />
Leslie Jane Br<strong>in</strong>ton Fund 2008<br />
William D. and Cather<strong>in</strong>e O. Br<strong>in</strong>ton Advised Fund 1997<br />
G. Howard Bryan Advised Fund 2007<br />
J.F. Bryan, IV Fund 1996<br />
Peggy and J.F. Bryan Advised Fund 1999<br />
Benjam<strong>in</strong> L. and Jayne H. Burbridge Advised Fund 1998<br />
Doris N. Carson <strong>Foundation</strong> for Family Plann<strong>in</strong>g &<br />
Women’s Health 1992<br />
Arch W. and Lo B. Cassidy Advised Fund 1993<br />
Angelo and Olivia Cavallaro Advised Fund 1998<br />
Chartrand <strong>Foundation</strong> <strong>Community</strong> Conversations for<br />
Education 2012<br />
Gary Chartrand Advised Fund 2006<br />
Jeff Chartrand Advised Fund 2010<br />
Nancy Chartrand Advised Fund 2011<br />
Ed and MaryAnne Cipperly Seeds of Promise Endowment<br />
and Fund 2006<br />
Robert M. and Ann H. Clements Fund 2012<br />
Fran Coker Memorial Educational Fund 2009<br />
<strong>Community</strong> Safety Net Fund 2008<br />
Cora Lee Cuff Fund 2010<br />
A.D. Davis Family Advised Fund / Robert Davis 1994<br />
Florence N. Davis Family Advised Fund 1995<br />
Robert D. and Isabelle T. Davis Family Advised Fund 2009<br />
Ed and Susan Doherty Advised Fund 2012<br />
Drake Family Advised Fund 2011<br />
Drummond/Falconetti Charitable Trust 2000<br />
DuBow Family Advised Fund 1997<br />
Jessie Ball duPont Disaster Relief, Recovery and<br />
Rebuild<strong>in</strong>g 2011<br />
<strong>The</strong> Jessie Ball duPont Port St. Joe Capacity Build<strong>in</strong>g<br />
Fund 2007<br />
Edelman Family Advised Fund 2007<br />
Emerald Coast <strong>The</strong>atre Fund 2012<br />
Environmental Restitution Fund 1997<br />
Eternal Difference <strong>Foundation</strong> Fund 2008<br />
A. Ross and Cora B. Evans Advised Fund 1998<br />
Eveleigh Trust Fund 2003<br />
Dr. Ronald P. Evens Fund 2003<br />
Michael W. and L<strong>in</strong>da M. Fisher Advised Fund 2003<br />
<strong>The</strong> Florida BrAIve Fund 2008<br />
G<strong>in</strong>ger & Gregory Forbes Charitable<br />
<strong>Foundation</strong> Fund 2005<br />
David and Bonnie Foster Advised Fund 2008<br />
Ralph K. Frasier and Jeann<strong>in</strong>e M. Quick-Frasier<br />
Advised Fund 2012<br />
Mike and Crystal Freed Fund 2009<br />
Friends of the Jacksonville Symphony Fund 2007<br />
Meredith and Mark Frisch Advised Fund 2011<br />
Eleanor J. Gay Advised Fund 1999<br />
Sheriff Nat Glover Endowment 1995<br />
Margaret Gomez Advised Fund 2012<br />
<strong>The</strong> Good<strong>in</strong>g-Bell Endowment 2005<br />
<strong>The</strong> Henry and Lucy Good<strong>in</strong>g Endowment 2004<br />
Alex and Carol<strong>in</strong>e Graham Charitable Fund 2012<br />
Alex and Carol<strong>in</strong>e Graham Family Endowment 2012<br />
Alexander and Carol<strong>in</strong>e Graham Advised Fund 2008<br />
Iva and Gene Gray Memorial Endowment 2000<br />
Renee Haas and John W. Westman Charitable Fund 2004<br />
Hatcher Endowment 1991<br />
Hayes Family Charitable <strong>Giv<strong>in</strong>g</strong> Fund 2005<br />
Robert W. and L<strong>in</strong>dsay D. Helms Advised Fund 2000<br />
Reedy and Philip Hickey Advised Fund 2011<br />
William J. Hickl<strong>in</strong>, Jr. Advised Fund 1994<br />
Robert and Margaret Hill Advised Fund 2011<br />
Bruce and Judy Homeyer Charitable Fund 2003<br />
Marshall Horowitz Memorial Fund 1992<br />
Patricia M. Houlihan and Richard G. Sk<strong>in</strong>ner, III Fund 1998<br />
Howell Family Endowment 2010<br />
N<strong>in</strong>a Hunter Advised Fund 2010<br />
Floyd K. Hurt Fund 1996<br />
Hyman Family Advised Fund 1999<br />
Jacksonville Bar <strong>Foundation</strong> 2001<br />
Jacksonville Visual Enhancement Fund 1998<br />
Jax Kids Fund 2006<br />
Jennifer’s Hope Fund 2012<br />
Cyrus M. Jollivette Charitable Fund 2006<br />
Raphael M. and Molly Kelly Family Advised Fund 1989<br />
Morton A. and Delores Kesler <strong>Foundation</strong> 1998<br />
Krosnick Family Charitable Fund 2000<br />
Krueger Family Charitable Fund 1994<br />
Mr. and Mrs. Anthony S. Kurlas Family Advised Fund 2011<br />
Mr. and Mrs. Anthony S. Kurlas Family Endowment 2011<br />
Allen and Sharon Lennon Advised Fund 2012<br />
Wilford C., Jr. and Eleanor P. Lyon Advised Fund 1997<br />
Mac Papers Fund 1980<br />
Sarah Ball Mason Advised Fund 2009<br />
Julia Munroe McArthur Charitable <strong>Foundation</strong> 1992<br />
Marjorie and Patrick McEnerney <strong>Foundation</strong> 2001<br />
Charles C. and Scott L. McGehee Fund 2006<br />
Boldface—new fund <strong>in</strong> 2012 Page 19
FUNDS AT THE FOUNDATION AS OF DECEMBER 31, 2012<br />
Mac and Terri McGehee Fund 1987<br />
W.A. and Elizabeth McGriff Fund 1996<br />
Walter and Elizabeth McRae Advised Fund 1983<br />
Merrill Lynch Employees’ Philanthropic<br />
Endowment 2012<br />
Merrill Lynch Employees’ Philanthropic Fund 2010<br />
Miller Bower Family Trust 1997<br />
MKM Fund 2005<br />
James and Anne Moseley Advised Fund 1999<br />
L<strong>in</strong>da Crank Moseley Advised Fund 1994<br />
Henry G. & Marguerite Motes Advised Fund 1983<br />
Nasrallah Family Advised Fund 2006<br />
Evelyn H. Nehl Fund <strong>in</strong> Memory of John Steven (Jackson)<br />
Hughes 2000<br />
Tom Nehl Fund 1993<br />
Neil Neighborhood House Auxiliary of St. August<strong>in</strong>e, Fl<br />
Advised Fund 2009<br />
Duane L. Ottenstroer Charitable Fund 1993<br />
<strong>The</strong> Ottenstroer Charitable Trust 1993<br />
Patty’s Whimsical Fund 2010<br />
Timothy D. Payne Advised Fund 2011<br />
Danielle Payne Advised Fund 2011<br />
Paul Perez Advised Fund 2011<br />
Phanstiel Family Advised Fund 2007<br />
Philanthropic Initiative Class of 2010 Fund 2010<br />
David L. and Deborah P. Pierson Advised Fund 1996<br />
Poli Family <strong>Foundation</strong> Fund 2008<br />
Price Family Advised Fund 2007<br />
Deborah Hicks Quazzo Charitable Fund 2012<br />
<strong>The</strong> Charles E. and Dianne T. Rice Family Donor<br />
Advised Fund 2008<br />
C. Daniel and Julie F. Rice Donor Advised Fund 2004<br />
Re<strong>in</strong> Family Charitable Fund 1993<br />
Re<strong>in</strong>hold Family <strong>Foundation</strong> Match<strong>in</strong>g Gift Program 2000<br />
Remmer Family <strong>Foundation</strong> Fund 2012<br />
Steve and Dotty Risley <strong>Foundation</strong> 1999<br />
Riverside Hospital <strong>Foundation</strong> Charitable Fund 1993<br />
Charlotte Haynes Robuck Endowment Fund 1998<br />
<strong>The</strong> Rogaski Family Advised Fund 2011<br />
Rogers Towers Charitable Fund 2004<br />
Liz Rosenfield Legacy Fund 2012<br />
N<strong>in</strong>a and Neal Roth Advised Fund 1985<br />
Remmer Ryzewic Advised Fund 2007<br />
San Mart<strong>in</strong> Family Advised Fund 2007<br />
<strong>The</strong> Scheidel <strong>Foundation</strong> 2011<br />
Judge Harvey and Lois Schles<strong>in</strong>ger Family Fund 2007<br />
Ryan A. Schwartz Advised Fund 2009<br />
Henry and Betty Seissler Memorial Fund 2007<br />
Robert T. and Carol R. Shircliff Advised Fund 2012<br />
Silverfield Family Fund 2012<br />
Sisisky Family <strong>Foundation</strong> Fund 1988<br />
Richard G. and Ann F. Sk<strong>in</strong>ner Advised Fund 1981<br />
Stanton College Preparatory School Fund 2008<br />
David A. Ste<strong>in</strong> Charitable Trust 1993<br />
Mart<strong>in</strong> E., Jr. and Brooke Ste<strong>in</strong> Fund 1997<br />
Beth Jarman Sumner Family <strong>Foundation</strong> Fund 2004<br />
<strong>The</strong> Anne Elizabeth Suratt Advised Fund 2000<br />
John B. Towers Advised Fund 1986<br />
Susan and Jim Towler Charitable Fund 2004<br />
Tremonti Charitable Fund 1994<br />
John D. and Mary Jane Uible <strong>Foundation</strong> 1989<br />
James and Joan Van Vleck Advised Fund 1998<br />
George and Mary Elizabeth Varn Charitable Fund 1978<br />
W. Lester and Marjorie Varn Charitable Fund 1978<br />
<strong>The</strong> Ralph N. Walter and An<strong>in</strong>a M. Walter Charitable<br />
Trust 1991<br />
<strong>The</strong>odora D. and William H. Walton, III<br />
Advised Fund 2012<br />
Alfonzo G. Wash<strong>in</strong>gton, Sr. African American Leadership<br />
Fund 2004<br />
Sarah and Brooks Watk<strong>in</strong>s Advised Fund 2009<br />
Mary V. and Frank C. Watson Advised Fund 1999<br />
Weaver Family <strong>Foundation</strong> Fund 2012<br />
Delores Barr Weaver Fund 2012<br />
J. Wayne and Delores Barr Weaver Advised Fund 2007<br />
Wade and Tracey Westbrook Family Advised Fund 2009<br />
WGA - Girls <strong>in</strong> the Juvenile Justice System 2007<br />
Eartha M.M. White Charitable Fund 2003<br />
Eartha M.M. White Legacy Fund 2004<br />
Patrick M. Williams Advised Fund 1999<br />
W<strong>in</strong>d for Tw<strong>in</strong> Advised Fund 2010<br />
Carlyn B. W<strong>in</strong>ge Memorial <strong>Foundation</strong> 1997<br />
Sophie and Joe Witten Advised Fund 1996<br />
Womens’ <strong>Giv<strong>in</strong>g</strong> Alliance 2002<br />
Chris Wood Family Advised Fund 2009<br />
YellowDog Advised Fund 2010<br />
Anonymous<br />
Anonymous<br />
Anonymous 2012<br />
Anonymous 2012<br />
SUWANNEE VALLEY<br />
COMMUNITY<br />
FOUNDATION<br />
Helen Davis Brown Endowment Fund 2009<br />
Campbell Park Endowment 2006<br />
Columbia County Senior Services, Inc.<br />
Endowment Fund 2011<br />
Robert and Elizabeth Haven Fund 2010<br />
James H. Montgomery Suwannee Valley<br />
Endowment 2004<br />
Marion C. Persons Charitable Fund 2003<br />
Marion Carson Persons Charitable Fund 2007<br />
Rotary Club of Lake City Endowment Fund 2001<br />
Suwannee Valley <strong>Community</strong> <strong>Foundation</strong> Unrestricted<br />
Endowment 2005<br />
Suwannee Valley Grantmak<strong>in</strong>g Fund 2005<br />
United Way of Suwannee Valley Endowment Fund 2010<br />
Page 20<br />
Boldface—new fund <strong>in</strong> 2012
SUMMARY AUDITED<br />
STATEMENTS OF FINANCIAL POSITION<br />
AS OF DECEMBER 31, 2012 AND 2011<br />
ASSETS 2012 2011<br />
Cash and cash equivalents $55,763,394 $24,727,314<br />
Pooled <strong>in</strong>vestments 183,904,674 116,526,666<br />
Other assets 17,581,192 23,213,961<br />
TOTAL ASSETS $257,249,260 $164,467,941<br />
LIABILITIES AND NET ASSETS<br />
Current liabilities $18,949,463 $7,157,831<br />
<strong>Foundation</strong> net assets 238,299,797 157,310,110<br />
TOTAL LIABILITIES & NET ASSETS $257,249,260 $164,467,941<br />
SUMMARY AUDITED<br />
STATEMENTS OF ACTIVITIES<br />
FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011<br />
REVENUE AND SUPPORT 2012 2011<br />
Gifts received $98,702,331 $28,575,658<br />
Net <strong>in</strong>vestment returns 14,882,531 (1,123,667)<br />
Other 104,614 (27,723)<br />
TOTAL REVENUE AND SUPPORT 113,689,476 27,424,268<br />
GRANTS AND EXPENSES<br />
Grants awarded and programs 31,010,359 14,408,526<br />
Support services 1,670,049 1,705,773<br />
Other 19,381 21,386<br />
TOTAL GRANTS & EXPENSES 32,699,789 16,135,685<br />
Paul Perez<br />
Chairman<br />
Martha Frye Baker<br />
William D. Br<strong>in</strong>ton<br />
Peggy Bryan<br />
Deborah Pass Durham<br />
Cynthia G. Edelman<br />
Eleanor Gay<br />
Charles D. Hyman<br />
N<strong>in</strong>a Waters<br />
President<br />
Grace Sacerdote, CPA<br />
Executive Vice<br />
President<br />
Joanne Cohen, J.D.<br />
Vice President,<br />
Philanthropic Services<br />
Amy Crane<br />
Program Director<br />
Yan Cumper, CPA<br />
Controller<br />
Susan Datz Edelman<br />
Vice President,<br />
Strategic<br />
Communications<br />
Christ<strong>in</strong>a Fleck<br />
Executive Assistant<br />
Mark LeMaire, MA<br />
Program Director<br />
TRUSTEES<br />
STAFF<br />
C. Daniel Rice<br />
<strong>The</strong> Honorable<br />
Harvey E. Schles<strong>in</strong>ger<br />
Ryan Schwartz<br />
James Van Vleck<br />
Dori Walton<br />
Tracey Westbrook<br />
Jim W<strong>in</strong>ston<br />
Carol Nieves<br />
Grants Manager<br />
Kyla Oaks<br />
Adm<strong>in</strong>istrative Assistant<br />
Katie Patterson, MPP<br />
Program Associate<br />
Jeneen Sanders<br />
Donor Services<br />
Manager<br />
Kathleen Shaw, M.Ed<br />
Vice President,<br />
Programs<br />
Jackie Werner<br />
Senior Accountant<br />
John Zell<br />
Vice President,<br />
Development<br />
CHANGE IN NET ASSETS 80,989,687 11,288,583<br />
NET ASSETS, BEGINNING OF YEAR 157,310,110 146,021,527<br />
NET ASSETS, END OF YEAR $238,299,797 $157,310,110<br />
A copy of the most recent Forms 990 and 990-T tax fil<strong>in</strong>gs and audited f<strong>in</strong>ancial statements are available <strong>in</strong> our office and on our website at www.jaxcf.org. Page 21
245 Riverside Ave.<br />
Suite 310<br />
Jacksonville, FL 32202<br />
Phone 904-356-4483<br />
Fax 904-356-7910<br />
www.jaxcf.org<br />
Confirmed <strong>in</strong> Compliance with National<br />
Standards for U.S. <strong>Community</strong> <strong>Foundation</strong>s