Giving Back. Giving Forward. - The Community Foundation in ...

Giving Back. Giving Forward.
2012 REPORT TO THE COMMUNITY

1964
FOUNDED IN
largest
oldest and
COMMUNITY FOUNDATION
I N F L O R I D A
$
257 million
IN TOTAL ASSETS
top 10%
RANKED IN
OF COMMUNITY
FOUNDATIONS
NATIONALLY

AboutTHE COMMUNITY FOUNDATION
FOR NORTHEAST FLORIDA
OUR MISSION
Stimulating Philanthropy to Build
a Better Community
OUR VALUES
Our philanthropy is based on values that guide us in putting assets to
work for good, forever. In support of our mission, The Community
Foundation is committed to:
– Grantmaking that is fair and thoughtful;
– Management that trusts and respects the intent
of donors;
– Service to community that is innovative and creative;
HOW WE WORK
The Community Foundation for Northeast Florida works to build a
better community by nurturing philanthropy and improving the quality
of life in Northeast Florida.
The Foundation helps those who are capable of giving back to do so
efficiently and effectively. It makes donations go further. It facilitates
thoughtful giving and encourages generous people to make
contributions that have the greatest impact.
The Foundation is a leader in philanthropic initiatives in Northeast
Florida. It helps its donors achieve their charitable and philanthropic
goals. It offers expertise to donors to help their contributions make a
greater impact.
The Foundation invests in the community. It seeks to help those who
contribute to the community get the most out of their donations. It is
dedicated to helping improve the community by connecting those
who give back and being the community’s foundation.
– Governance with integrity that puts community
above self.
Across America, more than 700 community foundations help individuals,
families and organizations make permanent charitable investments in their communities.
Each works to create vibrant communities within their specific geographic area.
The Community Foundation for Northeast Florida
is proud to be in their company.
Page 1

Letter
FROM THE CHAIRMAN
AND PRESIDENT
LOOKING BACK.
LOOKING FORWARD.
Looking back, we see a truly remarkable year for The Community Foundation. It
was a year in which we received the largest gifts in our history, establishing us as
the largest community foundation in Florida.
It was a year in which grants awarded reached a record $31 million and the
investment portfolio posted a healthy 10.2 percent return, exceeding our target.
Equally important, it was a year in which we began looking forward
with fresh eyes.
In 2011, the trustees and staff of The Community Foundation adopted a new
strategic plan and we began implementing that plan in 2012.
The strategic plan is built upon the three long-standing pillars of our work:
providing services to donors, and providing civic leadership and philanthropic
leadership in our communities. Our mission has not changed, our values have not
changed and our fundamentals have not changed. But we now do our work with
a more refined focus on the donors we serve and the ways in which we work with
them to build better communities.
Thanks to new relationships and new donors, the communities in which we work
now extend across a swath of Northeast Florida that runs from Amelia Island and
Fernandina Beach to St. Augustine along the coast, and inland to Palatka/Putnam
County and Lake City and the Suwannee Valley region.
Looking forward, ours is clearly a Northeast Florida footprint, not the Jacksonville
footprint of the past.
Consequently, as we looked forward we thought it important to align our name
with this new and emerging persona, becoming The Community Foundation for
Northeast Florida.
Page 2

Sometimes overlooked in that new name is the subtle, but very
important, change in preposition:
We no longer are just situated “in” a place, as in The Community
Foundation in Jacksonville.
Today, we acknowledge that we are “for” our communities. We are
“for” Northeast Florida. We work for its donors. We work for its
nonprofits and we work for its citizens. We have an active purpose,
and we state it boldly: we are The Community Foundation for
Northeast Florida.
THANKS TO THE GENEROSITY
AND CREATIVE VISION OF OUR
DONORS, we have the opportunity to participate in
exciting work across Northeast Florida — some of which is detailed
throughout this annual report.
In those examples and in countless others, we have the privilege of
helping our donors make a greater impact with their charitable dollars.
We build relationships with them and help them to achieve their
philanthropic goals. We help them coordinate their financial
and philanthropic interests and maximize the efficiency and
effectiveness of their philanthropy.
We understand that our donors want their contributions to make
a difference now and in the future. It’s not just about giving back,
it’s about giving forward.
And that, frankly, is also what we are about — helping our donors give
back to their community, and positioning the Foundation and our
donors’ gifts so that they will give forward for years to come.
In addition to stimulating philanthropy and building a better
community, we work hard to ensure we are building a better
foundation. We are here in perpetuity. We must be strong, but
adaptable to changing circumstances. We must be focused, but
visionary. We must be grounded in the realities of today, but open to
the possibilities of tomorrow.
Our new tagline — Giving Back. Giving Forward.—perfectly captures
that duality. Our donors are giving back and giving forward. And as a
foundation we are giving back to the community and giving forward
to ensure that this, the community’s foundation, will be there
for many tomorrows.
Looking Back. Looking Forward.
Giving Back. Giving Forward.
In sync with our donors. In sync with our communities.
A continuing evolution that helps us better serve you.
Paul Perez
Chairman
Nina Waters
President
Our 2012 Report to the Community showcases our new name — The Community
Foundation for Northeast Florida — and our new logo, which were introduced in April
2013. The logo incorporates our long-standing, three-sided emblem, which reflects the
Foundation’s three core missions — stimulating philanthropy, building a better community
and building a better foundation — with a more contemporary shape and colors.
Page 3

$
31.1
MILLION
IN GRANTS
AWARDED IN 2012
1,278
GRANTS
AWARDED
$
MORE
242
THAN
MILLION IN
TOTAL GRANTS
AWARDED
SINCE INCEPTION
635
ORGANIZATIONS
Page 4
SUPPORTED
BY GRANTS
Photograph by Ingrid Damiani.

Civic Leadership
BUILDING THE COMMUNITIES OF TOMORROW
SOME DONORS TO THE
COMMUNITY FOUNDATION
HAVE TAKEN A LONG AND
BROAD VIEW OF THEIR
PHILANTHROPY,
choosing to make an unrestricted investment in their community. They
understand that community needs change significantly over time and
that the investment needed most urgently tomorrow may not even be
on the radar today.
Through their unrestricted gifts to The Community Foundation, these
donors are having a great impact today on Northeast Florida’s
neighborhoods, its young people and its nonprofit sector.
In large measure, their gifts are supporting work that not only has
great leadership but also has great traction on the ground, engaging
citizens in the decisions and activities that build the stronger
communities of tomorrow.
JACKSONVILLE PUBLIC
EDUCATION FUND
In the early years of its 10-year commitment to Quality Education for
All, The Community Foundation recognized the need for community
infrastructure that would sustain the effort to improve Duval County
public schools long after the Foundation’s initiative ended.
Drawing on research, best practices in other communities, national
expertise and local knowledge, the Foundation spearheaded the
creation of the Jacksonville Public Education Fund, a high-capacity
organization that could advocate for and support efforts to improve
the quality of public education over the long term.
Formally established in 2009, and nurtured in large part by core
operating support from The Community Foundation’s unrestricted
funds, Jacksonville Public Education Fund quickly established itself as
a resource for knowledge and high-quality research.
But Jacksonville Public Education Fund also recognized that public
education needed public engagement. In late 2011, it launched ONE
by ONE, an innovative strategy to engage citizens in conversations
about the future of public education in Duval County. >
The Community Foundation supports organizations
that are changing the landscape in Northeast Florida:
Through the ONE by ONE exhibit and community
conversations, the Jacksonville Public Education Fund
brought new voices to the discussion about the future
of public education in Duval County. Page 5

JACKSONVILLE
PUBLIC EDUCATION
FUND
continued from previous page
Throughout 2012, the ONE by ONE
campaign used a traveling art exhibit
featuring the faces and voices of public
school students as a magnet to attract
citizen interest to the challenges and
opportunities facing Duval County
public schools. Jacksonville Public
Education Fund reached out to those
who attended the exhibits and invited
them to kitchen-table conversations to
discuss public education. Over a
10-month period, 1,649 Duval County
residents participated in these
conversations, which culminated in a
Community Agreement that identified
priorities for public education.
“ONE by ONE brought a host of new
voices to the conversation about public
education in Duval County and
empowered them to create and
advocate for a common agenda,” said
Trey Csar, Jacksonville Public Education
Fund president.
That work coincided with the arrival of a
new public school superintendent, and
Jacksonville Public Education Fund was
successful in building a partnership that
enabled the superintendent to
incorporate the citizen priorities into
the district’s new strategic plan.
“This is long-term but high-impact
work,” Csar said, “and it would not be
possible without the support of The
Community Foundation.”
Page 6
LISC EPIC COMMUNITIES
In 1999, The Community Foundation was among the local organizations
responsible for bringing Local Initiatives Support Corporation (LISC) to
Jacksonville. Since that time, the Foundation has been a proud supporter of
LISC Jacksonville as it has worked to build communities and community
organizations across Jacksonville.
Since its founding, LISC Jacksonville has made $21 million in acquisition and construction loans in greater
Jacksonville and is responsible for renovation or construction and sale of 236 homes in underserved
communities.
“LISC’s strength lies in the fact that it builds communities from the inside,” said Nina Waters, president of
The Community Foundation. “LISC develops local leadership and provides the resources for locallydriven
change, which is more lasting change.”
In 2012, LISC identified two Jacksonville communities in which to pilot a more intensive community
development strategy — EPIC Communities. This strategy sees community development more
holistically, recognizing the way that investments in housing help families increase income and wealth,
and the ways in which improvements in education and healthy environments contribute to economic
development and long-term sustainability.
The Community Foundation’s contributions to LISC have helped leverage contributions from other local
funders, creating an initial commitment of $900,000 in challenge funds to attract an additional $2 million
investment from the community.
“The Community Foundation’s investment in LISC sends a strong signal to other donors in our
community about the importance of the work and the value of investing in LISC,” said Janet Owens,
executive director of LISC Jacksonville. “We are particularly grateful to those donors who gave The
Community Foundation the flexibility to respond to community needs as they change over time. As a
result, we seek to help more neighborhoods become economically viable and transformed into places
where families and children thrive.”
Through its new EPIC Communities
initiative, LISC Jacksonville is reshaping
the future for neighborhoods in the
heart of Jacksonville.

NONPROFIT CENTER OF
NORTHEAST FLORIDA —
MOVING FORWARD TOGETHER
In 2009, representatives of scores of Jacksonville area nonprofits
were inspired by the words of Robert Egger, author of Begging for
Change, who encouraged heightened and more assertive
collaboration within the sector. The Nonprofit Center of Northeast
Florida responded and launched “Moving Forward Together,” an
initiative supporting effective collaboration through communications,
networking, innovative tools and increased organizational capacity.
NORTHEAST FLORIDA
NONPROFITS
Baker, Clay, Duval, Nassau, and
St. Johns Counties
POPULATION
1.37 Million Residents
JOBS CREATED
Leisure & Hospitality
75,708
Finance & Insurance
68,172
NONPROFIT
56,935
Construction
38,899
Baker
Transportation
& Warehousing
36,844
Nassau
Duval
Clay
St. Johns
The Community Foundation provided major support to this effort, largely through a
generous grant from the Jessie Ball DuPont Fund. Much of that effort came to
fruition in 2012.
In early 2012, the Nonprofit Center launched The Link, an online platform that
provides data, maps, links and resources on the nonprofit sector in Northeast
Florida. Continually upgraded, the Link allows users to identify individual nonprofits,
map the location of nonprofits and search for cohorts of nonprofits by type, field of
interest, political subdivision and other factors.
The Link provides a way for nonprofits to find each other, to share resources, to
communicate about projects and to advocate more effectively.
In fall 2012, the Nonprofit Center unveiled common messaging for
nonprofits to share across the community. LOCAL FOCUS +
LASTING IMPACT is a positive message relevant to all area
nonprofits. With the specially designed logo, area nonprofits have a
way to signal that they are part of a larger universe with a common
mission and common value.
“But ‘Moving Forward Together’ is more than any single project, it’s a nonprofit
sector movement,” said Rena Coughlin, president of the Nonprofit Center.
“It is based in the philosophies of reflective practice and is designed to create a
healthier, more sustainable, and effective nonprofit sector,” she said. “At the end of
the day, Northeast Florida’s nonprofits will be more prepared to survive and thrive in
a post-recession landscape, better equipped to respond to fiscal, political, and
environmental challenges, and significantly more united in their support for and
connection to each other and the communities they serve.
“The Community Foundation has been a partner in this work from day one,”
Coughlin continued. “Its appetite for comprehensive solutions has made it a lead
thinker, risk-taker and innovator in our community. We are extremely grateful for
their support, guidance, and flexibility.”
NONPROFITS SAVE, CHANGE, & ENRICH LIVES.
WHAT IS A NONPROFIT?
A nonprofit organization is one that is formed for the
purpose of benefitting society rather than for making and
distributing profits. Nonprofits may earn a profit, but they
may not distribute that profit, or equity, to any individual —
there are no shareholders, no equity investors, no owners.
VOLUNTEERS
114,146
NONPROFIT DNA
Innovative
and
accountable
Mobilize
unique resources
(federal and state
dollars, volunteers,
donors)
VOLUNTEER
HOURS
2.34
MILLION
#1
most trusted
to act on
quality-of-life
issues
Offer in-depth
understanding
of local
community
VALUE OF
VOLUNTEER HOURS
$43.66
MILLION
Zo
Zoo
Ac
Arts &
Culture
As
134
He
Associations Health
1
110
$620.1
MILLION in DONATIONS
En
23
Environment
Re
Religion
NUMBER OF
NONPROFITS
1,081
ELEMENTS OF A
STRONG COMMUNITY
112
Ap
Ed
146 256
Hu
Human
Services
30
Animal
Protection
123
Education
Infographics developed by the Nonprofit Center Page 7

Philanthropic Leadership
NURTURING AND INSPIRING PHILANTHROPISTS
Today, WGA has almost
300 members, each
of whom gives $1,500 a
year, with $1,000 going
toward grantmaking,
$350 toward the
endowment and $150
for operating costs.
Page 8
The Community Foundation works in many ways to inspire
philanthropy — from hosting the Donors Forum of Northeast
Florida to nurturing the next generation of philanthropists.
But nowhere is the Foundation’s impact on philanthropy felt
more broadly than the Women’s Giving Alliance.
Begun in 2002 by donors to The Community Foundation and
operated as an initiative of The Community Foundation, WGA
has made remarkable strides in its first 10 years.
“We have come a whale of a long way,” said Joan Van Vleck,
one of 18 founding members who comprised the Steering
Committee, and who served as WGA president in 2007 and 2008.
WGA members have given a cumulative $3.3 million to the
community in support of women and girls. But the story of WGA’s
evolution transcends the grants awarded— it is about a group of
women creating an organization from scratch, coming into their
own as philanthropists and reaching out to enlarge the circle.
“Our initial thoughts were to empower women to be engaged in
philanthropic efforts and strategic giving,” said Courtenay Wilson,
one of the five founders of WGA. “We were reaching out to
women in the community and giving them a voice.”
Among the early challenges was finding a focus. WGA worked
with the University of North Florida to research the state of
women and girls in our five county area, and used that research to
guide its grantmaking. Through the years, additional research
projects have informed the organization’s philanthropy.
There were the usual operational challenges of getting the house
in order, committees functioning smoothly and strategic plans in
place. But by 2009, a survey of best practices at other women’s
giving circles across the country suggested that WGA was on the
right track.
In 2010, Sondra Shaw-Hardy, an expert in women’s giving circles
around the country, proclaimed WGA a national leader because of
its reliance on research and commitment to building endowment.
Much of the credit for WGA’s success belongs to The Community
Foundation, said Barbara Harrell, WGA president in 2009
and 2010.
“The practices instituted at WGA came from the knowledge of
The Community Foundation,” she said. “The Foundation
provides such good guidance about what philanthropy can be.
WGA is a learning organization as much as a grantmaking
organization and much of our learning comes from The
Community Foundation.”
Van Vleck agreed: “The things that The Community Foundation
have provided for us have been the backbone of our success.”
Today, WGA has almost 300 members, each of whom gives
$1,500 a year, with $1,000 going toward grantmaking, $350 toward
the endowment and $150 for operating costs.
In addition, 18 members have contributed $25,000 each to endow
their membership, bringing the value of the WGA endowment to
$1,576,302 as of 3/31/2013.
“When we started WGA,” Van Vleck reflected, “Our vision was to
transform how Northeast Florida addresses the needs of women
and girls.”
Today, with work that ranges from mental health to juvenile justice
to preventive health care and counseling, WGA is moving closer
to achieving that goal.
“WGA never wants to stop here,” Harrell said. “We always want
to go further.”

THE WEAVER PHILANTHROPIC
INITIATIVE NURTURES EMERGING
PHILANTHROPISTS through a year-long program of learning and
collaborative grantmaking. Since The Community Foundation began the program in
1999, 61 individuals have completed the program. In 2013, the program was renamed
to honor the philanthropic leadership provided by J. Wayne and Delores Barr Weaver.
ALEX &
CAROLINE
GRAHAM
Class of 2010
THE IMPACT
OF PI: PI opened
philanthropy as a way to lead, motivate and help
shape a cause. We think more broadly about issues
and how to connect our knowledge and resources
to address root causes or change the game entirely.
PI also made us more cognizant of the importance
of giving locally, which led us to establish family
funds at The Community Foundation.
PHILANTHROPIC STYLE: Varied, by
design. We have a lot of interests and no one style
fits every situation. We give “time, talent and
treasure” both personally and corporately to an
array of nonprofits. We work as a team, so one of us
may ask for funding, and the other may ask for
talent or time.
AREAS OF INTEREST: Health, children, and
cultural and educational institutions. We also have
some very specific and bolder interests we would
like to tackle down the line.
QUOTE: “One of the issues we have faced is
giving when asked without stopping to think about
a giving strategy. We have become confident in
saying “no” so that we can say “yes” in a more
meaningful way.”
RYAN SCHWARTZ
Class of 2008
THE IMPACT OF PI:
It opened my eyes to the power
of giving with others. It made me
more confident in my giving. I
get much more satisfaction from my philanthropy
today. I’ve learned that philanthropy can help more
than just a person or family, it can impact an entire
community — that’s what is most exciting to me.
PHILANTHROPIC STYLE: Is “shabby chic”
an option? I have some tried and true, trusted
organizations that I know deliver terrific services
and I have some progressive new ideas that I am
working to refine and hope to see come to fruition.
AREAS OF INTEREST: Health care, fine arts,
education reform, environment, capacity building
for the nonprofit sector.
QUOTE: “Buying a ticket to a special event isn’t
philanthropy — I take that from my personal meals
and entertainment budget these days.”
RICHARD
SKINNER
Class of 2003
THE IMPACT OF PI:
I don’t know if it changed my
philanthropy, but it did make me
aware of a bigger picture and the significance of
the role it plays in our community.
PHILANTHROPIC STYLE: Very directed.
My wife and I have narrowed our giving to areas in
which we have a personal connection. We feel we
can give more effectively both in time and
resources with our interests focused, rather
than diversified.
AREAS OF INTEREST: Parks in North Florida,
and the Arts.
QUOTE: “I have felt that by pooling our
resources with The Community Foundation, it
better leverages the giving opportunities.”
Page 9

418
CHARITABLE
F U N D S
$
99.1 million
IN GIFTS IN 2012
33 new funds
ESTABLISHED
I N 2 0 1 2
58%
OF ALL ASSETS ARE
ENDOWED
Page 10

Donor Services
SUPPORTING FAMILIES AND FOUNDATIONS
FAMILY FOUNDATIONS ARE
AN IMPORTANT PART OF
THE PHILANTHROPIC
LANDSCAPE and The Community Foundation works
in multiple ways to support family philanthropy. The Foundation offers
guidance on grantmaking strategies and practices, and can help
families transition philanthropy from one generation to the next.
In 2012, two major Jacksonville family foundations made decisions
about their philanthropy that affirmed the value of partnering with The
Community Foundation.
J. Wayne and Delores Barr Weaver, former owners of the Jacksonville
Jaguars and among the community’s leading philanthropists,
converted their family foundation — the Weaver Family Foundation
— into a donor advised fund at The Community Foundation.
Then, the Chartrand family decided to conduct all of The Chartrand
Foundation’s grantmaking through The Community Foundation.
In both cases, the donors will continue to direct and advise
their philanthropy, but the mechanics will be handled by The
Community Foundation.
“Wayne and I want to take this time in our lives to enjoy our family,
relax and travel, not to worry about managing a private foundation,”
Delores Barr Weaver said. “We have complete confidence in The
Community Foundation and its stewardship, and know that the staff
will provide the services we need to continue our philanthropy in
Jacksonville and beyond.”
The Weavers and the Chartrands were not the first donors to
recognize the benefits of partnering with The Community Foundation.
In 2005, a group of donors in Southeast Georgia wanted to establish
a community foundation and launched an affiliate fund of The
Community Foundation. Once they received their nonprofit
designation from the IRS, they established the Communities of
Coastal Georgia Foundation, but continued to use The Community
Foundation to provide back office support. >
“We have complete confidence in The Community Foundation and
its stewardship, and know that the staff will provide the services we need to
continue our philanthropy in Jacksonville and beyond.”
— Delores Barr Weaver Page 11

SUPPORTING FAMILIES AND
FOUNDATIONS continued from previous page
Corporate giving programs also have partnered with The Community
Foundation. The Florida Blue Foundation has relied on The Community
Foundation staff’s expertise in various ways for more than a decade.
For family philanthropy, however, The Community Foundation brings
unique assets to the table.
A PERSONAL FUND FOR
PERSONAL PHILANTHROPY
Among the highlights of 2012 was the decision by Delores Barr Weaver to
establish a donor advised fund at The Community Foundation with a gift of
$50 million.
The decision further reflected the confidence placed in The Community
Foundation by the Weavers.
With the gift, the Delores Barr Weaver Fund became the largest single fund
at The Community Foundation.
Mrs. Weaver’s gift, announced in November, ranks among the largest
charitable gifts ever made to any Jacksonville-based institution, and is the
largest gift to The Community Foundation in its 48-year history.
Coupled with the conversion of the Weaver Family Foundation, the Weaver’s
gifts to The Community Foundation ranked them as the 17th largest donors
in the United States for 2012, according to the Chronicle of Philanthropy.
Above, Delores Barr Weaver announcing establishment of the Delores Barr
Weaver Fund in November 2012.
Page 12
“The Chartrand family chose to work with The Community Foundation
because of its deep experience as a community grantmaker, its strong
values that respect the intent of the donor and its excellent reputation
as a fiduciary agent,” the family said. “We have the flexibility to focus
on our philanthropy and the ways in which it can best benefit the
community, secure in the knowledge that our interests are both
respected and represented.”
For the DuBow family, The Community Foundation has enhanced their
family philanthropy in different ways. The family established a private
foundation in 1988 and, in 1997, established a sizable donor advised fund
at The Community Foundation. Fifteen years later, both entities remain
robust and active.
Family patriarch Lawrence DuBow says that the family foundation gives his
children and grandchildren hands on experience in managing philanthropy.
Meetings are very structured, board books are distributed in advance with
proposals and historical information, and discussions are lively. “I don’t
want my children and grandchildren to lose the hands-on experiences,”
DuBow said. “You’ve got to taste it and touch it and smell it.”
At the same time, DuBow is a strong supporter of The Community
Foundation. He sees the Donor Advised Fund as another philanthropic
learning experience for his family as well as a way to support an important
community institution.
“I think it is important that we support The Community Foundation. What
they do is extremely important — it teaches philanthropy.”
“I learned more about the theory of philanthropy [as a trustee of The
Community Foundation] and about a lot of agencies in the city, and that
was very helpful.”
Whether executing philanthropy on behalf of a family or being part of a
family’s larger philanthropic strategy, The Community Foundation has
proven itself a strong partner.

Giving Back
$
31.1 MILLION IN GRANTS AWARDED IN 2012
WHERE GRANT
DOLLARS WENT
86% Northeast Florida
7% Elsewhere in Florida
7% Outside of Florida
23%
Public
Support
WHAT GRANT DOLLARS SUPPORTED
20%
Education
14% 13%
Human
Services
Environmental
& Animal
Protection
9% 8% 7% 6% 0.3%
Civic &
Community
Arts &
Culture
Religion Health International
& National
Security

Giving Forward
DISCRETIONARY GRANTS AWARDED IN 2012
QUALITY EDUCATION FOR ALL INITIATIVE
$100,000 to Jacksonville Public Education Fund to support general
operations and develop School Facts Jax.
$82,420 to varied grantees to support ongoing activities of the
initiative, including development of an investment plan for the Quality
Education for All fund.
Funding from Community Foundation unrestricted funds.
STRENGTHENING THE NONPROFIT SECTOR
$20,000 to the Nonprofit Center of Northeast Florida to support
general operations.
Funding from Community Foundation unrestricted funds.
STRENGTHENING NEIGHBORHOODS
$70,000 to LISC Jacksonville to support general operations and
improve communications.
Funding from Community Foundation unrestricted funds, Bank of
America Neighborhood Endowment Fund, and Jacksonville
Neighborhood Endowment Fund.
COMMUNITY DATA
$20,000 to Jacksonville Community Council Inc. to support JAX2025
Visioning Project.
Funding from Jay and Deanie Stein Unrestricted Fund.
ENVIRONMENT
$10,000 to Timucuan Trail Parks Foundation to support
general operations.
Funding from Community Foundation unrestricted funds.
FIELD OF INTEREST — AGING ADULTS
ElderSource (Senior to Senior Funds) - $125,000
Baptist Health System Foundation-Agewell Institute - $20,000
Caregiver Coalition (through Community Hospice of NEFL) - $7,500
Senior Roundtable - $7,200
ElderSource - $3,500
Jewish Family Community Services, Inc. - $3,500
SAGES Coalition, Inc. - $2,500
Lend an Ear Outreach, Inc. - $2,500
Seniors on a Mission, Inc. - $2,400
Senior vs. Crime Inc. - $1,886
Hart Felt Ministries, Inc. - $1,500
City of Jacksonville (Special Events for Seniors) - $1,200
The Senior Life Foundation - $1,000
Funding from Community Foundation unrestricted funds,
Grace H. Osborn Endowment, I.R. Bowen and Katherine Bowen
Fund, J. Wayne and Delores Barr Weaver Senior to Senior
Endowment, and Senior to Senior Fund.
RACE RELATIONS
$30,000 to the OneJax Institute at the University of North Florida to
support general operations.
Funding from Community Foundation unrestricted funds.
Page 14

DISCRETIONARY GRANTS AWARDED IN 2012
FIELD OF INTEREST — ARTS
Helen Cowart - $3,500
Holly Draper - $3,500
Overstreet Ducasse - $3,300
Sharon Weightman Hoffman - $3,500
Lisa O’Neil - $3,500
Kate Garcia Rouh - $3,470
The Arc of St. Johns, Inc. - $3,495
Meredith Tousey - $1,000
Art League of Jacksonville, Inc. - $10,000
Opera Jacksonville - $10,000
Friends of the St. Augustine Amphitheatre (FOSAA) - $10,000
St. Augustine Art Association - $10,000
Flagler College - $10,000
St. Augustine Historical Society - $7,700
North Shores Improvement Association, Inc. - $7,000
Funding from Art Ventures Endowment Fund, Independent Life Minority
Arts Award Fund, J. Shepard, Jr. and Mary Ann Bryan Arts Endowment,
Anne and Sallyn Pajcic Art Ventures Endowment, Dr. JoAnn Crisp-Ellert
Fund, and Community Foundation unrestricted funds.
FIELD OF INTEREST — YOUNG CHILDREN
Jacksonville Community Council Inc. - $25,000
Funding from Jacksonville Children’s Endowment.
FIELD OF INTEREST — VETERANS
American Red Cross, Northeast
Florida Chapter - $250,000
The Military & Veterans Resource Center at the University of North
Florida - $8,500
Funding from J. Wayne and Delores Barr Weaver Veterans
Emergency and Transition Services (VETS) Fund and Cynthia Alderson
Veterans’ Education and Training Fund.
COMMUNITY SAFETY NET FUND
Waste Not Want Not, Inc. - $11,000
Second Harvest Food Bank North Florida - $3,190
Funding from Jessie Ball DuPont Fund, The Lucy Gooding Charitable
Foundation, and Scheidel Foundation.
PHILANTHROPIC INITIATIVE
Teachable Moments series in Times-Union and on WJCT - $28,000
TEACH Conference in partnership with WJCT - $20,000
Jacksonville Public Education Fund (continuation of Teachable
Moments) - $7,000
Funding from Philanthropic Initiative Class of 2010 participants and
Community Foundation unrestricted funds.
UNRESTRICTED FUNDS SUPPORTING THE
GRANTS LISTED ABOVE:
A. L. and Ruth S. Shantz Trust
Nancy Hazard McCreight Memorial Fund
Brady S. Johnston Charitable Fund
Venture Philanthropy Endowment Fund
First Guaranty Bank & Trust Company Endowment
Thomas M. Kirbo & Irene B. Kirbo Charitable Trust
John D. & Mary Jane Uible Endowment
Independent Life Insurance Company Endowment
Frank and Ann McGehee Endowment
Bernard V. Gregory Endowment Fund
Harold K. Smith Charitable Fund
Kathryn and Richard Kip Endowment Fund
The Community Endowment Fund
Marian J. and Gordon A. Roberts Fund
Arthur L., Jr. and Angela H. Williams Fund
Lois and Donald Cottrell Endowment Fund
A.D. Davis Family Advised Fund / Lee Davis
Norwood H. and Mary Elizabeth Sandifer Endowment Fund
Page 15

FUNDS AT THE FOUNDATION AS OF DECEMBER 31, 2012
UNRESTRICTED FUNDS
Lois and Donald Cottrell Endowment Fund 1982
A.D. Davis Family Advised Fund - Lee Davis 1994
First Guaranty Bank & Trust Company Endowment 1991
Bernard V. Gregory Endowment Fund 1997
Independent Life Insurance Company Endowment 1995
Brady S. Johnston Charitable Fund 1987
Kathryn and Richard Kip Endowment Fund 1997
Thomas M. Kirbo and Irene B. Kirbo Charitable
Trust 1990
Nancy Hazard McCreight Memorial Fund 1982
Frank and Ann McGehee Endowment 1997
Marian J. and Gordon A. Roberts Fund 2005
Kathy Rude Charitable Fund 1983
Norwood H. and Mary Elizabeth Sandifer Endowment
Fund 1986
A. L. and Ruth S. Shantz Trust 1981
Harold K. Smith Charitable Fund 1997
Jay and Deanie Stein Unrestricted Fund 2011
The Community Endowment Fund 2005
The Community Foundation President’s Discretionary
Fund 1993
The Community Foundation Public Trust Fund 1988
John D. and Mary Jane Uible Endowment 1991
Venture Philanthropy Endowment Fund 1990
Arthur L., Jr. and Angela H. Williams Fund 1993
FIELD OF INTEREST
FUNDS
AGING ADULTS
I. R. Bowen and Katherine H. Bowen Fund 2003
Grace H. Osborn Endowment 1994
Senior to Senior Fund 2007
J. Wayne and Delores Barr Weaver Senior to Senior
Endowment 2009
Page 16
THE ARTS
Art Ventures Endowment Fund 1990
J. Shepard, Jr. and Mary Ann Bryan Arts
Endowment 2000
Dr. JoAnn Crisp-Ellert Fund 2007
Independent Life Minority Arts Award Fund 1992
Anne and Sallyn Pajcic Art Ventures Endowment 2011
The Regions Bank Fund 2011
Alynne Sharp Art Fund 2012
CHILDREN
Jacksonville Children’s Endowment 1993
EDUCATION
Cynthia Alderson Veterans’ Education and Training
Fund 2010
Peyton Early Literacy Endowment 2007
Quality Education For All Fund 2005
The RALLY JACKSONVILLE! Fund 2005
HEALTH
Kenneth H. Millar, Jr. Memorial Fund (visually impaired
children) 1993
Byon Morris Charitable Fund (men diagnosed with
alcoholism) 1992
Esther Pope Memorial Endowment (persons diagnosed
with or affected by HIV/AIDS) 1989
INDIGENT
Donald and Terri McIntire Fund 2006
Simon J. Peabody Fund (Volusia County) 1997
Robert T. and Carol R. Shircliff Charitable Trust 1988
NEIGHBORHOOD DEVELOPMENT
Bank of America Neighborhood Endowment Fund 1999
Jacksonville Neighborhood Endowment Fund 1998
NONPROFIT CAPACITY
Jessie Ball duPont Reflective Practice Endowment
Fund 2007
Reflective Practice Fund 2007
WOMEN & GIRLS
WGA Pooled Grantmaking Fund 2002
Women’s Endowment Fund 2001
Sybil Barnett Ansbacher Women’s Giving Alliance
Endowment 2011
Ann McDonald Baker Women’s Giving Alliance
Endowment 2010
Nancy Chartrand Women’s Giving Alliance
Endowment 2010
Barbara J. Drake Women’s Giving Alliance
Endowment 2011
Doris Sussman Goldstein Women’s Giving
Alliance Endowment 2012
Margaret Gomez Women’s Giving Alliance
Endowment 2012
Barbara Hicklin Harrell Women’s Giving Alliance
Endowment 2010
Lindsay D. Helms Women’s Giving Alliance
Endowment 2012
Helen Murchison Lane Women’s Giving Alliance
Endowment 2010
Sherry Murray Women’s Giving Alliance Endowment
Fund 2010
Susan Remmer Ryzewic Women’s Giving Alliance
Endowment 2010
Helen Short Women’s Giving Alliance
Endowment 2011
Laine S. Silverfield Women’s Giving Alliance
Endowment 2012
Julia Taylor Women’s Giving Alliance
Endowment 2010
Joan Amery Van Vleck Women’s Giving Alliance
Endowment 2010
Delores Barr Weaver Women’s Giving Alliance
Endowment 2011
Boldface—new fund in 2012

FUNDS AT THE FOUNDATION AS OF DECEMBER 31, 2012
FIELD OF INTEREST
FUNDS continued
PUTNAM COUNTY
Frank V. Oliver, Jr. Endowment 2010
VETERANS
J. Wayne & Delores Barr Weaver (VETS) Fund 2012
ORGANIZATIONAL
ENDOWMENTS
100 Black Men of Jax. Bernard V. Gregory -Scholarship
Fund 1997
The Arc Jacksonville Endowment 2003
Attending Staff Foundation Endowment Fund 1990
Barnabas Center Endowment 1989
Boys and Girls Club of Northeast Florida
Endowment 1991
Christy Birong Youth Leadership Jacksonville
Endowment 1990
The Community Foundation Administrative Fund 1991
The Cultural Council of Greater Jacksonville
Endowment Fund 1999
Douglas Anderson School of the Arts Endowment 1989
Florida Council on Economic Education
Jacksonville Endowment 2009
Florida Theatre General Endowment Fund 1999
Florida Theatre Preservation Fund 1993
Gateway Girl Scout Council Endowment Fund 1996
Greenscape of Jacksonville, Inc. Endowment Fund 1992
HandsOn Jacksonville, Inc. Training and Education
Fund 1990
Jacksonville Public Education Fund Endowment 1991
Jacksonville Symphony Association Endowment
Fund 2009
Junior League of Jacksonville, Inc. Endowment 1997
The L.S.S. Endowment Trust 1989
Ralph and Elizabeth Mundell Endowment 2007
Museum of Science and History of Jacksonville General
Endowment 1994
Nonprofit Center of Northeast Florida Endowment 2010
Pine Castle Endowment 1990
Planned Parenthood of North Florida, Inc.
Endowment Fund 2000
Planned Parenthood of North Florida
Endowment #2 2011
St. Johns River Legacy Endowment 2012
St. Vincent’s Medical Center Endowment 1989
Tree Hill Endowment 1991
United Way of Northeast Florida, Inc. Endowment
Fund 1991
Very Special Arts Florida-Jacksonville Fund 1994
Voices for Children Endowment 2007
DESIGNATED
ENDOWMENTS
Frank Barker Memorial Fund 2006
Beavers/Burt Endowment Fund 1998
Kitty R. Berry Memorial Fund 1991
Betty Griffin House Endowment 2007
Blanchart Family Endowment Fund 2011
Blanchart Family Endowment Fund for L’Arche Harbor
House 2011
Mary and Bruce Bower Alexis de Tocqueville
Endowment 2000
G. Howard Bryan Endowment Fund 2006
Shep and Mary Ann Bryan Endowment/ Daughters
of Charity 1999
Shep and Mary Ann Bryan WJCT Endowment Fund 2001
Lillian I. Cannon Endowment for The Bridge 2010
Citizens for a Scenic Florida Endowment Fund 1999
The Clara White Mission, Inc. Endowment Fund 2006
W. Earle and Phyllis Collins Crank Memorial
Endowment 1995
Community Appearance and Scenic Enhancement
Fund 1999
Community Connections Endowment 2007
Community Hospice Patient Care Endowment 2007
Comunita Cenacolo America Endowment 2007
Continental Societies Inc., Jacksonville, FL Chapter
Endowment Fund 2006
Robert D. and Isabelle T. Davis Endowment 2009
Douglas Anderson School of the Arts Fellowship
Endowment 2007
Dreams Come True Client Dreams Endowment 2007
Dreams Come True Endowment Fund 1992
The Endowment for Clara White Mission 2007
The Endowment for The Bridge of Northeast
Florida 2007
The Endowment for WJCT 2007
Gateway Community Services Transitional Housing
Endowment 2007
Dr. Maurice H. Givens and Dr. David E. Rogers Fund 1992
R.E. and J.M. Gray Fund 2000
Greenwood School Endowment Fund 2005
James Hehn Memorial Endowment Fund 1996
M. Clare Herald Endowment Fund 2010
David M. and Ann C. Hicks Tocqueville Endowment 2008
Hope Haven Client Scholarship Endowment 2007
Hubbard House Endowment 2007
Hubbard House Endowment Fund 1990
Jacksonville Children’s Chorus Chorister Scholarship
Endowment 2007
Jacksonville Health Education Program Borland
Library Fund 1992
The Jacksonville Symphony Endowment 2012
JaxParks Program Enhancement Fund 2011
JCCI Jax 2025 Fund 2012
Jewish Community Alliance Endowment 1995
Jewish Family & Community Services Endowment 2007
Valdemar Joost Kroier Endowment Fund 1986
Valdemar Joost Kroier Endowment Fund II 1990
Boldface—new fund in 2012 Page 17

FUNDS AT THE FOUNDATION AS OF DECEMBER 31, 2012
Albert and Viola Kissling Endowment Fund 1990
Lamp of Jesus Endowment Fund 1979
Helen and Edward Lane Alexis de Tocqueville
Endowment Fund 1997
Helen and Edward Lane Endowment Fund 1997
Helen and Edward Lane Endowment Fund II 1997
Helen and Edward Lane Endowment Fund III 1998
Mary J. Lindsley Fund 1992
Eleanor and Wilford Lyon WJCT Endowment 2000
James L. Mathas Foundation 2011
Jane Atherton Mawdsley Fund 1992
Mayse-Turner Fund for Anglican Hymnody 2008
Mayse-Turner Fund for Public Performance of
Classical Music 2008
Nancy M. McDonald Endowment 2005
Delia H. and Thomas R. McGehee Endowment
Fund 1989
Nadia Lamb Mead Endowment 1995
Micah’s Place Endowment 2007
Mary Elizabeth Uible Morris Unrestricted
Endowment/Bolles 2000
Frank V. Oliver, Jr. Fund for St. Johns River
State College 2010
Frank V. Oliver, Jr. Fund for Putnam County
Bread of Life 2010
Frank V. Oliver, Jr. Fund for Putnam County
Gator Club 2010
Frank V. Oliver, Jr. Fund for Putnam County
Humane Society 2010
Frank V. Oliver, Jr. Fund for Putnam County
Elfs for Kids 2010
Frank V. Oliver, Jr. Fund for Rodeheaver
Boys Ranch, Inc. 2010
One Jax Endowment 2007
PACE Center for Girls Jacksonville Endowment 2007
Quigley House Endowment 2007
Richard A. Reid / First Guaranty Memorial Fund 2002
Robert E. Lee High School Alumni Association
Fund 2010
Ronald McDonald House Endowment 2007
Page 18
Robert T. and Carol R. Shircliff Charitable
Endowment 1988
Harold K. Smith Charitable Fund for Designated
Grants 1997
Harold K. Smith Playhouse Endowment 1995
I.M. Sulzbacher Center for the Homeless
Endowment 2007
I.M. & Hazel J. Sulzbacher Endowment for the I.M.
Sulzbacher Center 2004
The Margaretta Taylor Everglades Foundation
Fund 2009
John D. and Mary Jane Uible Endowment for the
Museum of Science and History for the Fund of
Continuing Excellence 1998
John D. & Mary Jane Uible Endowment for the
Ronald McDonald House 1998
Joan Amery Van Vleck Fellowship Fund 2011
George Varn Endowment for the Museum of
Science & History 1993
Volunteers in Medicine Endowment 2007
Cornelia and Olin Watts Endowment Fund 2000
Webb Center Endowment 1991
We Care Jacksonville Endowment 2007
Jay T. and Ruth Lucile Winn Endowment 2011
Winston Family Art Ventures Endowment Fund 2011
Women’s Center of Jacksonville Endowment 2007
AWARD FUNDS
Rachel Aides Scholarship Fund 2012
Douglas Anderson Teacher of the Year Award 1995
Independent Life C.G. Snead/J.F. Bryan, III
Memorial Award 1996
Thad M. Moseley Endowment for Surgical
Teaching 1996
Gary Smalley Memorial Fund 1999
USS Monterey Fund 1990
Wachovia First and Goals Award Endowment 2000
SCHOLARSHIP FUNDS
Willard O. Ash Endowment Fund 1994
Leslie Baker Memorial Endowment 1998
George Ballis Scholarship Endowment 2005
Bryan-Gooding Bethune Cookman Nursing Scholarship
Endowment 2010
Zoe Gaudet Scholarship Fund 2006
John Hellbach Memorial Fund 2010
William O. and Elizabeth G. Inman Scholarship 1989
Jim and Linda King Scholarship Fund 2010
Kraft/Moore Family Scholarship Fund 1993
Benjamin William Lowe, Jr. Memorial Scholarship
Fund 2007
Leonard Lee & Margaret Cox McLucas Athletic & History
Scholar Award 1991
Talona Mae & Fred William Melber Episcopal
Scholarship Fund 2005
Byon M. Morris Charitable Fund II 1992
Emily B. Paulk Scholarship Fund 1992
James Thomas Pickren Memorial Scholarship Fund 2002
The Dorothea B. Shaw Scholarship Fund 2007
Gabe B. Summers Scholarship Fund 1993
St. Mark’s Episcopal Day School Scholarship Fund 1989
Uptown Civitan Scholarship Award Fund 2000
William Walker and John W. (Train) Anderson
Scholarship Fund 1980
The Anina M. Walter Scholarship Fund 1993
Nan Parker Williams Scholarship Fund 2008
Burgman Winston Youth Orchestra Scholarship
Fund 2004
Winston Family YMCA Campership Endowment 2007
ADVISED FUNDS
Christopher and Letitia Aitken Family Fund 2012
Appreciation of Christ Fund 2008
G. Turner Ashby Memorial Fund 2006
Atkerson Family Fund 2001
Boldface—new fund in 2012

FUNDS AT THE FOUNDATION AS OF DECEMBER 31, 2012
ADVISED FUNDS continued
The Azalea Fund 2007
Bailys/Rein Family Charitable Fund 2005
Ann McDonald Baker Advised Fund 1998
Ann McDonald Baker Family Foundation 2003
Dr. Roy M. and Audrey Baker Family Foundation 1997
Ball Family Fund 1998
Christopher and Elizabeth Ball Advised Fund 2008
Hilton and Butler Ball Charitable Fund 2008
Norma S. and Hayes Basford Advised Fund 1998
Michael and Rebecca Bates Advised Fund 1997
L. Andrew and Janie S. Bell Fund 1995
Ruth Townsend Manning & Sallie Townsend Benson
Advised Fund 1998
Blue Cross and Blue Shield of Florida
Community Fund 2002
Blue Cross and Blue Shield of Florida
Foundation Fund 2006
Art and Anne Boccieri Advised Fund 2012
Leslie Jane Brinton Fund 2008
William D. and Catherine O. Brinton Advised Fund 1997
G. Howard Bryan Advised Fund 2007
J.F. Bryan, IV Fund 1996
Peggy and J.F. Bryan Advised Fund 1999
Benjamin L. and Jayne H. Burbridge Advised Fund 1998
Doris N. Carson Foundation for Family Planning &
Women’s Health 1992
Arch W. and Lo B. Cassidy Advised Fund 1993
Angelo and Olivia Cavallaro Advised Fund 1998
Chartrand Foundation Community Conversations for
Education 2012
Gary Chartrand Advised Fund 2006
Jeff Chartrand Advised Fund 2010
Nancy Chartrand Advised Fund 2011
Ed and MaryAnne Cipperly Seeds of Promise Endowment
and Fund 2006
Robert M. and Ann H. Clements Fund 2012
Fran Coker Memorial Educational Fund 2009
Community Safety Net Fund 2008
Cora Lee Cuff Fund 2010
A.D. Davis Family Advised Fund / Robert Davis 1994
Florence N. Davis Family Advised Fund 1995
Robert D. and Isabelle T. Davis Family Advised Fund 2009
Ed and Susan Doherty Advised Fund 2012
Drake Family Advised Fund 2011
Drummond/Falconetti Charitable Trust 2000
DuBow Family Advised Fund 1997
Jessie Ball duPont Disaster Relief, Recovery and
Rebuilding 2011
The Jessie Ball duPont Port St. Joe Capacity Building
Fund 2007
Edelman Family Advised Fund 2007
Emerald Coast Theatre Fund 2012
Environmental Restitution Fund 1997
Eternal Difference Foundation Fund 2008
A. Ross and Cora B. Evans Advised Fund 1998
Eveleigh Trust Fund 2003
Dr. Ronald P. Evens Fund 2003
Michael W. and Linda M. Fisher Advised Fund 2003
The Florida BrAIve Fund 2008
Ginger & Gregory Forbes Charitable
Foundation Fund 2005
David and Bonnie Foster Advised Fund 2008
Ralph K. Frasier and Jeannine M. Quick-Frasier
Advised Fund 2012
Mike and Crystal Freed Fund 2009
Friends of the Jacksonville Symphony Fund 2007
Meredith and Mark Frisch Advised Fund 2011
Eleanor J. Gay Advised Fund 1999
Sheriff Nat Glover Endowment 1995
Margaret Gomez Advised Fund 2012
The Gooding-Bell Endowment 2005
The Henry and Lucy Gooding Endowment 2004
Alex and Caroline Graham Charitable Fund 2012
Alex and Caroline Graham Family Endowment 2012
Alexander and Caroline Graham Advised Fund 2008
Iva and Gene Gray Memorial Endowment 2000
Renee Haas and John W. Westman Charitable Fund 2004
Hatcher Endowment 1991
Hayes Family Charitable Giving Fund 2005
Robert W. and Lindsay D. Helms Advised Fund 2000
Reedy and Philip Hickey Advised Fund 2011
William J. Hicklin, Jr. Advised Fund 1994
Robert and Margaret Hill Advised Fund 2011
Bruce and Judy Homeyer Charitable Fund 2003
Marshall Horowitz Memorial Fund 1992
Patricia M. Houlihan and Richard G. Skinner, III Fund 1998
Howell Family Endowment 2010
Nina Hunter Advised Fund 2010
Floyd K. Hurt Fund 1996
Hyman Family Advised Fund 1999
Jacksonville Bar Foundation 2001
Jacksonville Visual Enhancement Fund 1998
Jax Kids Fund 2006
Jennifer’s Hope Fund 2012
Cyrus M. Jollivette Charitable Fund 2006
Raphael M. and Molly Kelly Family Advised Fund 1989
Morton A. and Delores Kesler Foundation 1998
Krosnick Family Charitable Fund 2000
Krueger Family Charitable Fund 1994
Mr. and Mrs. Anthony S. Kurlas Family Advised Fund 2011
Mr. and Mrs. Anthony S. Kurlas Family Endowment 2011
Allen and Sharon Lennon Advised Fund 2012
Wilford C., Jr. and Eleanor P. Lyon Advised Fund 1997
Mac Papers Fund 1980
Sarah Ball Mason Advised Fund 2009
Julia Munroe McArthur Charitable Foundation 1992
Marjorie and Patrick McEnerney Foundation 2001
Charles C. and Scott L. McGehee Fund 2006
Boldface—new fund in 2012 Page 19

FUNDS AT THE FOUNDATION AS OF DECEMBER 31, 2012
Mac and Terri McGehee Fund 1987
W.A. and Elizabeth McGriff Fund 1996
Walter and Elizabeth McRae Advised Fund 1983
Merrill Lynch Employees’ Philanthropic
Endowment 2012
Merrill Lynch Employees’ Philanthropic Fund 2010
Miller Bower Family Trust 1997
MKM Fund 2005
James and Anne Moseley Advised Fund 1999
Linda Crank Moseley Advised Fund 1994
Henry G. & Marguerite Motes Advised Fund 1983
Nasrallah Family Advised Fund 2006
Evelyn H. Nehl Fund in Memory of John Steven (Jackson)
Hughes 2000
Tom Nehl Fund 1993
Neil Neighborhood House Auxiliary of St. Augustine, Fl
Advised Fund 2009
Duane L. Ottenstroer Charitable Fund 1993
The Ottenstroer Charitable Trust 1993
Patty’s Whimsical Fund 2010
Timothy D. Payne Advised Fund 2011
Danielle Payne Advised Fund 2011
Paul Perez Advised Fund 2011
Phanstiel Family Advised Fund 2007
Philanthropic Initiative Class of 2010 Fund 2010
David L. and Deborah P. Pierson Advised Fund 1996
Poli Family Foundation Fund 2008
Price Family Advised Fund 2007
Deborah Hicks Quazzo Charitable Fund 2012
The Charles E. and Dianne T. Rice Family Donor
Advised Fund 2008
C. Daniel and Julie F. Rice Donor Advised Fund 2004
Rein Family Charitable Fund 1993
Reinhold Family Foundation Matching Gift Program 2000
Remmer Family Foundation Fund 2012
Steve and Dotty Risley Foundation 1999
Riverside Hospital Foundation Charitable Fund 1993
Charlotte Haynes Robuck Endowment Fund 1998
The Rogaski Family Advised Fund 2011
Rogers Towers Charitable Fund 2004
Liz Rosenfield Legacy Fund 2012
Nina and Neal Roth Advised Fund 1985
Remmer Ryzewic Advised Fund 2007
San Martin Family Advised Fund 2007
The Scheidel Foundation 2011
Judge Harvey and Lois Schlesinger Family Fund 2007
Ryan A. Schwartz Advised Fund 2009
Henry and Betty Seissler Memorial Fund 2007
Robert T. and Carol R. Shircliff Advised Fund 2012
Silverfield Family Fund 2012
Sisisky Family Foundation Fund 1988
Richard G. and Ann F. Skinner Advised Fund 1981
Stanton College Preparatory School Fund 2008
David A. Stein Charitable Trust 1993
Martin E., Jr. and Brooke Stein Fund 1997
Beth Jarman Sumner Family Foundation Fund 2004
The Anne Elizabeth Suratt Advised Fund 2000
John B. Towers Advised Fund 1986
Susan and Jim Towler Charitable Fund 2004
Tremonti Charitable Fund 1994
John D. and Mary Jane Uible Foundation 1989
James and Joan Van Vleck Advised Fund 1998
George and Mary Elizabeth Varn Charitable Fund 1978
W. Lester and Marjorie Varn Charitable Fund 1978
The Ralph N. Walter and Anina M. Walter Charitable
Trust 1991
Theodora D. and William H. Walton, III
Advised Fund 2012
Alfonzo G. Washington, Sr. African American Leadership
Fund 2004
Sarah and Brooks Watkins Advised Fund 2009
Mary V. and Frank C. Watson Advised Fund 1999
Weaver Family Foundation Fund 2012
Delores Barr Weaver Fund 2012
J. Wayne and Delores Barr Weaver Advised Fund 2007
Wade and Tracey Westbrook Family Advised Fund 2009
WGA - Girls in the Juvenile Justice System 2007
Eartha M.M. White Charitable Fund 2003
Eartha M.M. White Legacy Fund 2004
Patrick M. Williams Advised Fund 1999
Wind for Twin Advised Fund 2010
Carlyn B. Winge Memorial Foundation 1997
Sophie and Joe Witten Advised Fund 1996
Womens’ Giving Alliance 2002
Chris Wood Family Advised Fund 2009
YellowDog Advised Fund 2010
Anonymous
Anonymous
Anonymous 2012
Anonymous 2012
SUWANNEE VALLEY
COMMUNITY
FOUNDATION
Helen Davis Brown Endowment Fund 2009
Campbell Park Endowment 2006
Columbia County Senior Services, Inc.
Endowment Fund 2011
Robert and Elizabeth Haven Fund 2010
James H. Montgomery Suwannee Valley
Endowment 2004
Marion C. Persons Charitable Fund 2003
Marion Carson Persons Charitable Fund 2007
Rotary Club of Lake City Endowment Fund 2001
Suwannee Valley Community Foundation Unrestricted
Endowment 2005
Suwannee Valley Grantmaking Fund 2005
United Way of Suwannee Valley Endowment Fund 2010
Page 20
Boldface—new fund in 2012

SUMMARY AUDITED
STATEMENTS OF FINANCIAL POSITION
AS OF DECEMBER 31, 2012 AND 2011
ASSETS 2012 2011
Cash and cash equivalents $55,763,394 $24,727,314
Pooled investments 183,904,674 116,526,666
Other assets 17,581,192 23,213,961
TOTAL ASSETS $257,249,260 $164,467,941
LIABILITIES AND NET ASSETS
Current liabilities $18,949,463 $7,157,831
Foundation net assets 238,299,797 157,310,110
TOTAL LIABILITIES & NET ASSETS $257,249,260 $164,467,941
SUMMARY AUDITED
STATEMENTS OF ACTIVITIES
FOR THE YEARS ENDED DECEMBER 31, 2012 AND 2011
REVENUE AND SUPPORT 2012 2011
Gifts received $98,702,331 $28,575,658
Net investment returns 14,882,531 (1,123,667)
Other 104,614 (27,723)
TOTAL REVENUE AND SUPPORT 113,689,476 27,424,268
GRANTS AND EXPENSES
Grants awarded and programs 31,010,359 14,408,526
Support services 1,670,049 1,705,773
Other 19,381 21,386
TOTAL GRANTS & EXPENSES 32,699,789 16,135,685
Paul Perez
Chairman
Martha Frye Baker
William D. Brinton
Peggy Bryan
Deborah Pass Durham
Cynthia G. Edelman
Eleanor Gay
Charles D. Hyman
Nina Waters
President
Grace Sacerdote, CPA
Executive Vice
President
Joanne Cohen, J.D.
Vice President,
Philanthropic Services
Amy Crane
Program Director
Yan Cumper, CPA
Controller
Susan Datz Edelman
Vice President,
Strategic
Communications
Christina Fleck
Executive Assistant
Mark LeMaire, MA
Program Director
TRUSTEES
STAFF
C. Daniel Rice
The Honorable
Harvey E. Schlesinger
Ryan Schwartz
James Van Vleck
Dori Walton
Tracey Westbrook
Jim Winston
Carol Nieves
Grants Manager
Kyla Oaks
Administrative Assistant
Katie Patterson, MPP
Program Associate
Jeneen Sanders
Donor Services
Manager
Kathleen Shaw, M.Ed
Vice President,
Programs
Jackie Werner
Senior Accountant
John Zell
Vice President,
Development
CHANGE IN NET ASSETS 80,989,687 11,288,583
NET ASSETS, BEGINNING OF YEAR 157,310,110 146,021,527
NET ASSETS, END OF YEAR $238,299,797 $157,310,110
A copy of the most recent Forms 990 and 990-T tax filings and audited financial statements are available in our office and on our website at www.jaxcf.org. Page 21

245 Riverside Ave.
Suite 310
Jacksonville, FL 32202
Phone 904-356-4483
Fax 904-356-7910
www.jaxcf.org
Confirmed in Compliance with National
Standards for U.S. Community Foundations