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Chapelwood Foundation Summary Report 2016

Chapelwood Foundation Summary Report 2016

Foundation Reports Gift Totals $1,000,000 $900,000 $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 Gift Totals 2016 $1,015,179 2015 $555,852 2014 $491,485 2013 $535,134 2012 $362,737 2011 $551,715 2010 $437,738 2009 $341,813 2008 $317,924 2007 $673,775 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2006 $197,328 Memorial / Honorarium Estate Other Total NET ASSETS AND CHARITABLE ACTIVITY Year Net Assets Charitable Activity 12/31/2016 $7,601,188 $290,000 12/31/2015 $6,589,985 $290,450 12/31/2014 $6,603,418 $254,966 12/31/2013 $6,122,508 $229,950 12/31/2012 $5,061,069 $201,500 12/31/2011 $4,483,766 $171,644 12/31/2010 $4,229,525 $198,500 12/31/2009 $3,623,207 $153,046 12/31/2008 $2,956,076 $107,218 12/31/2007 $4,050,982 $100,427 12/31/2006 $3,333,632 $162,302 FLAME ALIVE MEMBERSHIP (JUNE 1 - MAY 31) Fiscal Year Number of Members 2015 - 2016 565 2014 - 2015 512 2013 - 2014 575 2012 - 2013 520 2011 - 2012 497 2010 - 2011 457 2009 - 2010 374 2008 - 2009 396 2007 - 2008 366 2006 - 2007 337 2005 - 2006 234 LEGACY CIRCLE MEMBERSHIP (ESTABLISHED OCTOBER 2005) Year Total at Year End 2016 142 2015 139 2014 132 2013 129 2012 125 2011 118 2010 113 2009 110 2008 84 2007 73 2006 17 14

Charitable Activity Community $5,000 Spring Branch Community Health Center $2,500 Star of Hope $3,000 The Rose $4,000 San Jose Clinic $3,500 Hospitality Apartments $2,000 Making It Better $5,000 Family Services of Greater Houston $3,000 Childbuilders $2,000 Small Steps Nurturing Center $5,000 Cornerstone Family Ministries $2,000 Houston Area Women’s Center $4,000 Houston reVision $2,500 Bridges to Life $4,000 Project CURATE $2,500 Amazing Place $2,000 Senior Rides and More $2,500 Interfaith CarePartners $2,500 Covenant House $5,000 Generation One $3,000 My Brother’s Keeper $2,000 Crossroads at Park Place $3,500 Boys and Girls Club $2,000 Mission Milby Community Development Corp. $2,000 Buckner Children and Family Services $3,000 House of Amos $2,000 Local Infant Formula for Emergencies (LIFE) $2,000 Justice For Our Neighbors $3,500 Noah’s House $5,000 Teen and Family Services Global $6,000 As Our Own (India) $8,000 Tribe + Glory (Uganda) $6,000 Fairfield Children’s Home (Zimbabwe) $5,000 Faith in Practice (Guatemala) $5,000 Haitian Artisans for Peace International (Haiti) $5,000 Hashoo Foundation (Pakistan) $7,000 Health Empowering Humanity (Haiti) $6,000 Ishahayi Beach School Foundation (Nigeria) $4,000 Mission on the Move (Mexico) $7,000 MountainChild (Nepal) $6,000 New Hope Eurasia (Moldova) $6,000 Nosim Maasai Mission (Kenya) $4,000 Opportunity International (Nicaragua) $4,000 PACE Universal (India) $5,000 Partners in Health (Sierra Leone) $6,000 Shine On Sierra Leone (Sierra Leone) TOTAL: 90,000 Scholarship 50+ Local students received college scholarships in 2016. TOTAL: $110,000 TOTAL: $90,000 The Foundation’s investments are managed by the Foundation’s Investment Committee. In addition to various investment funds managed by J. D. Joyce Investment Management Group, LLC/ WellsFargo, the Foundation participates in the Texas Methodist Foundation which invests loan funds and offers both variable rate and fixed-rate investment options. 15