Introduction A group of forward-thinking community leaders created the Community Foundation of Henderson County in 1982 with the vision of making our community a better place to live now and for countless years into the future. The Community Foundation serves individuals, families, businesses and organizations—people who share a common desire to create a pool of charitable dollars from which grants are awarded for diverse charitable causes. Because most Community Foundation funds are permanent, they will provide financial support to our area forever, impacting innumerable lives and shaping the future of Henderson County, NC.
Contents Message to the Community
3
Philanthropy
4
Community Foundation Features
18
Grants
20
Scholarships
22
Funds
25
Future Gifts
29
Donors
30
Volunteers
35
Financials
36
Book of Memory and In Honor
38
Board of Directors and Staff
40
Mission and Vision Statements
41
1
Gus Campano Chair Board of Directors
McCray V. Benson President/CEO
Message to the Community 2009-2010 was a time for lifting up one another and working
times. Almost two million dollars benefited our community through
diligently to overcome one of the largest economic downturns in
the generosity of caring people who made lasting contributions to
over half a century. Through forums held with donors, nonprofit
causes that matter in Henderson County. I am gratified to affirm
organizations and professional advisors, we prepared ourselves
that the Foundation’s style of giving works. It has made a signif-
for a community-based effort focused on community success.
icant difference as our donors and our helping institutions bridged
Many citizens who experienced needs they had never faced before
challenging waters.
were provided emergency assistance through selfless works and generous contributions of individuals and organizations in Henderson
Nonprofit organizations steeped in mission-driven action, connected
County. The Community Foundation reached deeper to connect
by a community of philanthropists focused on turning passion
with organizations, donors and our community at-large to convert
into purpose, were able to provide assistance with basic needs,
passions into purpose. Philanthropic compassion remained focused
further educational opportunity, care for animals, increase access
on all that makes us a community, expressed through the arts,
to health care and expand civic responsiveness. Neighbors who
commitment to education, health and improved wellness, care for
were helping neighbors made all the difference. In these unusual
animals, civic progress and much more.
times, local organizations advanced beyond self-interest to form creative collaborations which promoted more effective services.
A wonderful aspect of the Community Foundation is how we
Our community’s network of providers and philanthropists remain
sustain our involvement with the broad community of charitable
committed to creating an ever-improving quality of community life
activity. During this past year, most individual donors focused on
in Henderson County. It is an honor to serve our community and to
specific issues that each person found to be of high importance.
witness first-hand the many great accomplishments of philanthropy.
Givers increased their response to current programs and operations while endowments continued making distributions from historical growth. Even in a limiting economy, Community Foundation endowments continued funding scholarships and sending resources to nonprofit organizations identified in bequests, thereby supporting the
Gus Campano
donor’s life long passion to fulfill greater purposes, especially in trying
McCray V. Benson
Chair Board of Directors
President/CEO
3
The Realization of Passion & Purpose
T
he Sauer Award, established in 1993, is the highest honor
need to reach her in December, just visit Bounty of Bethlehem,
presented by the Community Foundation of Henderson
where she is busy chairing the Toy Drive and Gift Wrapping.
County. This award exemplifies how individuals turn their
A Member of Agudas Israel Congregation, Teddi was actively
philanthropic passions into action and honors local philanthropists
involved in completion of the new building. She also served on the
who provide outstanding leadership or make significant charitable
Board of Trustees as Vice President, chairing Budget/Finance and
contributions to benefit Henderson County. The award was establish-
the Landscaping Committees.
ed as a memorial to Richard and Vina Sauer, local philanthropists who made a significant difference in their community.
Simply put, Teddi Segal is a woman who acts selflessly, without compensation, without fuss and without fanfare. Remarkable
The Richard C. and Vina L. Sauer Charitable Leadership Award
on many fronts, she is an unassuming paragon of virtue. We are
for 2010 was presented to Teddi Segal. Pat Jones, Chair of the
bless-ed to have her in our community.
Recognition Committee stated, “The award is being presented to an individual who has given of their time, talent and treasures for the past 18 years she has resided in Henderson County.”
Past Recipients Richard C. & Vina L. Sauer Charitable Leadership Award
Teddi Segal is active with many community projects that provide support to a wide variety of area nonprofits. Her interests are
Frank Ewbank
Tom and Sue Fazio
wideranging. She is passionate about children’s issues and
Kenneth Youngblood
Frank Byrd
activities. She devotes time and energy to arts and cultural
Morris Kaplan
Dr. Colin Thomas
Kermit Edney
Dot Marlow
William E. “Jamie” Jamison
Duane & Peggy McKibbin
William “Bill” Stokes, Jr.
Jeff Miller
Ms. Segal donated a room for breast cancer detection at Pardee
Marcia Caserio
Dr. Kathleen McGrady Family
Hospital and sponsors Pardee’s Women Helping Women. If you
Eleanora Meloun
Robert and Doris Eklund
inititatives. She has a deep interest in the restoration of historic buildings. And she’s worked tirelessly organizing and educating the public on the prevention of AIDS.
4
Sauer Award Information The Community Foundation’s recognition committee reviews and selects a recipient who best represents the ideals of the Sauer Award: commitment to volunteer service, generosity in giving to charitable projects and Teddi Segal 2010 Sauer Award Recipient
leadership in addressing community needs. Visit our website www.CFHCforever.org for additional information on nominating someone for this award.
Over 80 designated endowments are part of your Community Foundation. These funds provide perpetual support to nonprofit organizations named by the donor. Anyone can make a donation to these endowments to assist the local organizations and the services they provide. Contact the Foundation staff at info@CFHCforever.org to learn additional ways you can help.
Sowing Seeds of Learning
H
istoric Johnson Farm was bequeathed to the Henderson
significance is two-fold. The farm reflects the economic transition
County Public Schools in 1987 by the late Vernon and Leander
from agriculture to tourism, a trend that continues today, while the
Johnson for use as a heritage education center and farm
striking brick home is believed to be the oldest in Henderson County.
museum. It remains to all an example of charitable giving at its best.
In 2010, an endowment fund designated as the Fund for Historic Johnson Farm was created by an anonymous donor. The goal was
Vernon and Leander wanted their farm to “keep on giving” to the
to foster inter-agency collaboration for the farm’s benefit within the
many school children they befriended during their lives. The brothers
community, to expand giving opportunities and to see that the farm is
collected implements and tools for display so future generations
used to its potential while remaining a resource for the future.
would understand farming and its rapidly disappearing way of life.
The Fund provides an endowed vehicle to which
They stored these items in their
others are encouraged to give. This will ensure
barn loft museum and invited stu-
that the farm continues its work of historic preser-
dents to their farm for field trips.
vation, restoration, educational programs and field trip expenses for local students, as well as
“Aunt Sallie’s Farm & Home
the animal program and activities related to the
Cooking,” as it was known from
operation of the farm.
1913-1958, was in high demand among summer boarders and
Today, the farm serves as a dynamic heri-
visitors. For $5 a week, a boarder
tage education center and farm museum for
got a room and three home-cooked
students, school staff and the community.
meals each day. Children in particular were drawn to this place.
Operated by the Henderson County Public Schools, volunteers and
They experienced pitching hay, gathering eggs, picking vegetables
the Henderson County Education Foundation, Inc., it features an
and square dancing.
1880s brick farmhouse, a 1923 boarding house (now home to the Heritage Weavers), a barn loft museum, farm machinery, a variety of
The farm was listed on the National Register of Historic Places
outbuildings, animals and nature trails. The property covers 15 acres
in 1986 and named a NC Cultural Treasure in 1996. Its historic
of forest, fields and streams.
7
Building Character & Values
C
hildren are our future, and the skills learned and
four key areas of a girl’s life: the Spiritual, the Physical, the Mental,
relationships fostered at so many camps right here in
and the Social.
Henderson County are often life-changing stepping
stones on the road to adulthood. Children come to camp from all
Founded in 1920, Greystone has been owned by four generations of
walks of life, eager to learn, yearning to make new friends, ready
the Miller family, who have made the camp their life’s work. Girls of all
to take on new challenges and
ages come from across the globe to enjoy the mountains of North
discover gifts they didn’t know
Carolina, unplugged from the hectic pace of the world.
they had. On January 29, 2010, beloved Senior Director Jim Miller, III (JimDaddy) Going to camp gets children
passed away, leaving behind a legacy that has touched many lives.
out in nature. Unplugged from
In memory of JimDaddy, Camp Greystone established The Great
computers, videogames and cell
Day Fund, an endowment fund to provide camperships to eligible
phones, they gain an appreciation
girls - from both new and current camp families - who need financial
for the natural environment and
assistance to attend camp.
discover the lessons and fun the outdoors offers.
Each morning JimDaddy would start camp with these words, “It’s gonna be a GREAT day and I feel TERRIFIC.” JimDaddy trusted God,
8
Camp Greystone is a Christian
did good, lived richly and cultivated faithfulness in the Lord—the lessons
residential summer camp for
he taught everyone at Camp Greystone on a daily basis. He loved
girls ages 5-17 located on the
to surprise friends with gifts and always wanted to provide for those in
shores of Lake Summit, in
need. The establishment of The Great Day Fund is a fitting way to
Tuxedo, North Carolina. Greystone has always been a camp
honor JimDaddy. Memorial gifts and special events hosted by the
with a purpose and a definite four-part plan to positively affect
camp occur throughout the year and continue to build the endowment.
The Great Day Fund is one of four Campership JimDaddy
funds established at the Community Foundation of Henderson County. Other campership funds include Jeanne deSaussure Smith Ton-A-Wandah Girl Campership, Henderson County Young Leaders Program, Inc., and Falling Creek. Contact the Foundation today at (828) 697-6224 to discuss how you can make a difference in a child’s life.
Greystone Campers
Lorina Culpepper
Lorina’s fund demonstrates how endowment funds at the Community Foundation can fulfill the charitable goals of its donors and meet community needs for tomorrow. Lorina is one of over 300 donors who have established an endowment fund at the Community Foundation to carry out their charitable giving. To learn more, contact the Community Foundation office at (828) 697-6224 or visit www.CFHCforever.org.
Growing a Legacy
S
everal years ago, Lorina Culpepper, a resident at Lake
Although one-time gifts can make an impact, endowment funds like
Pointe Landing in Hendersonville, thought of giving back
Lorina’s will continue to benefit causes far into the future. In another
to the community by establishing a donor advised fund at
50 years, this story will still be relevant. Lorina’s generosity and vision
the Community Foundation of Henderson County. As she learned
are not only making our community a better place to live today, but
more about the Community Foundation, she realized the importance
will continue to make a difference for generations to come.
of building an endowment. An endowment is a permanent fund that provides financial support for a charitable cause far beyond the donor’s lifetime. Understanding the need for skilled nurses and seeing the shortage of trained professionals to fill these positions, Lorina Culpepper established the Lorina Culpepper Career in Nursing endowment with the Community Foundation of Henderson County. This fund provides assistance for individuals in Henderson County who wish to advance their nursing career. It is Mrs. Culpepper’s desire to do something positive to help those who work to care for others. Emphasis is placed on, but not limited to, providing financial aid to assist with the educational advancement or training for those currently employed in a nursing career. “Forty years ago there was a shortage of nurses,” observed Lorina, “and today that still holds true.”
11
Schooled in Philanthropy
H
ow are young adults introduced to the power of charitable
They then designed, marketed and sold a NHHS Backpack Sack.
giving? Just ask Junior Achievement of Western North
Using a portion of the Foundation grant, profits from the enterprise
Carolina. They created a groundbreaking program titled,
were matched three-to-one, multiplying the funds that were available
“Growing Our Own Givers: Sowing Seeds of Business, Citizenship
for the students to use in their own grant-making program. In late
and Philanthropy.” Funded by a grant from the Community
January, JA students presented a check for $3,658.14 to the Eliz-
Foundation of Henderson County,
abeth House, a nineteen bed inpatient facility
the program targeted a group of
operated by Four Seasons Compassion for Life.
students in the Small Business
A breakdown of this contribution shows that
and Entrepreneurship class at
the Elizabeth House will be able to provide over
North Henderson High School.
$600 in patient care for six patients for one day. This is especially remarkable considering the
Over a ten-week period,
average gift to Four Seasons is about $65.
students analyzed and explored personal opportunities and
JA volunteer Gary Heisey, Director of the
responsibilities related to their
Small Business Program at Blue Ridge Comm-
own student-led enterprise. They
unity College, and classroom teacher Amy
also learned to make a difference
Singletary guided the students through the
in their community by identifying
10-week program.
critical community needs, researching nonprofit organizations, evaluating potential grantees and projects and, ultimately,
“I have been so impressed with the accomplishments and
making a grant award.
compassion this class has demonstrated during our time together,” said Heisey, “They truly have lived up to the goals and expectations
The students launched the program by creating a company.
12
of Junior Achievement.”
Gifts to the Community Foundation’s Community Grantmaking Fund make projects like this possible. If you are interested in planting your philanthropic seeds, please contact the Foundation office (828) 697-6224.
Small Business and Entrepreneurship class at North Henderson High School.
Don & Julie Huneycutt Anna’s Hope Fund is just one of the hundreds of funds here at the Community Foundation that are making lasting contributions to causes that matter. You can find out more about Anna’s Hope by visiting www.facebook.com
Sharing Anna’s Hope
A
nna Huneycutt came into the life of Don and Julie Harwell
discuss openly. Appearing on local television media and in news
Huneycutt of Hendersonville, NC on July 22, 1989. As
stories, the Huneycutts offered a frank and real connection to
a loving daughter, a devoted sister and a loyal friend,
others dealing with the same challenges. By personalizing how
Anna touched all who knew her with
prescription medication abuse and addiction
her passion for life. We never truly
had touched their lives, the Huneycutts under-
know how long any life is offered to
scored the role of individuals, families and
be among us. Of course, we hope to
communities in finding solutions. In addition,
share in the gift of having that person
the family opened a donor-advised fund that
near us for many years. But, tragically,
will help begin a charitable mission to focus
Anna passed away on March 6,
on helping youth and families who are battling
2010 at the age of 20. During the last
addiction to prescription medication.
two years of her life, she battled an addiction to prescription medication,
Don and Julie continue a Facebook page for Anna
a growing problem for people of
that discusses issues of prescription addiction
all ages.
and provides an outlet for many to connect with their personal experiences. Beginning the discussion, discovering
After Anna’s death, the Huneycutts took a brave and proactive
that we are not alone with this struggle, offeriing light where there
approach to shed light on a personal issue that few are willing to
was once darkness is truly Anna’s Hope.
15
WAYS TO GIVE
Types of Funds Meet Future Challenges and Opportunities The Community Foundation depends on its unrestricted assets not only to address the changing community needs, but also to facilitate innovative responses to issues and enhance the quality of life for all residents. When you establish an unrestricted endowment, your legacy provides support that is flexible and available to meet the challenges of tomorrow.
Support a Visionary Cause Field of interest endowments enable you to focus your giving on the issues and causes you care about most, such as youth, the environment, education, health care, the arts and more. With this type of fund, your gift remains flexible to meet community needs in your interest area—even as needs change over time.
Active Giving Approach Donor advised endowments are convenient, flexible tools for individuals, families, or businesses that want to be personally involved in suggesting grant awards made possible by their gifts. If you have a range of community interests, you may find that it’s an ideal vehicle for fulfilling your charitable wishes.
Designate Specific Charities
Give Now To an existing endowment … You can contribute any amount to the Community Foundation’s 480+ funds that benefit a broad range of issues and organizations. Make a gift to an endowment that supports a cause you believe in – there are many to choose from on pages 25-28. The Community Foundation accepts gifts of cash, credit card (MasterCard or Visa) stock (both publicly-traded and closely-held) real estate and insurance policies.
Or, start your own endowment … You can establish and name an endowment fund with its own unique purpose for a minimum contribution of $5,000. Creating an endowment ensures your legacy will live on forever. There are many types of endowments you can establish, which are listed below. Please note that many of these endowments can also be created in the future through bequests, or through planned gifts which provide you income for life and establish an endowment upon your death.
A designated endowment provides you a wonderful way to give back to one or more specific organizations that have touched your life. Your gift provides more than just funding—your favorite organization will benefit from the Community Foundation’s investment stewardship and ability to manage endowment funds.
Support Education Scholarship endowments may be created as a memorial to someone special with eligibility criteria that exemplify that person’s goals and Values. Or you may use one to express your own educational values—or those of your family or business.
Nonprofits Stabilizing the Future For nonprofit organizations to ensure their future, the organization itself may create an organizational endowment. In doing so, the organization is able to increase the long-term stability of the organiation and broaden community awareness for the need for support while remaining focused on their mission. In good times and bad, these organizations can count on permanent funding resources year after year.
Planned Living Gifts
The Community Foundation understands that many people choose to live life to the fullest, provide for their family, and make a charitable gift upon their death. The Community Foundation offers gift planning expertise regarding bequests, charitable trusts, and charitable annuities for gifts of all types including retirement plans, life insurance, real estate, securities and other appreciated assets. We are your resource in philanthropy, helping you give to causes you care about most. Call the office to set up an appointment with staff to learn more.
Life Income Gifts
A donor can realize the tax advantages of making a gift now, especially of highlyappreciated assets, while still receiving income from that asset. A planned gift offers that flexibility while ensuring that the donor’s charitable intent is met upon his or her death. Charitable Gift Annuity (CGA) - A donor irrevocably transfers property to the Community Foundation in exchange for a commitment by the Foundation to pay the donor, or beneficiaries designated by the donor, a specified amount each year for life. Annuity payments can either begin immediately or be deferred to a later date specified by the donor. Donors realize an immediate income tax deduction for their gift. The minimum contribution to establish a CGA is $10,000. Charitable Remainder Trust (CRT) - A Charitable Remainder Trust provides life income for the donor, and additional beneficiaries if desired, while allowing an income tax deduction in the year the trust is created. After the death of the donor and beneficiaries, the Community Foundation will ensure the remainder of the trust assets will benefit the charities the donor designated during his or her lifetime. The minimum contribution to establish a CRT is $50,000.
Other Funds You Can Establish
Non-Endowed Donor Advised Fund - This fund is a flexible and convenient option for donors who want to be actively involved in philanthropy, but may not have time to do the background work that goes into making informed charitable decisions. Donors make grant recommendations to the Community Foundation’s board of directors, while the Foundation takes care of the paperwork and check-writing. Because this fund is not a permanent endowment, the donor may recommend the Community Foundation distribute any portion of the fund to the nonprofit organizations of the donor’s choice. Supporting Organization - This is a special type of charitable organization that, based upon its relationship to the Community Foundation, is itself classified as a public charity. A supporting organization provides the flexibility desired by donors to meet their objectives.
PROFESSIONAL ADVISORS The Community Foundation greatly appreciates the many referrals our area’s professional advisors have made over the years. Our collaboration enables us to make a difference in our community. Our staff is always available to discuss how we can help your clients fulfill their charitable wishes. To arrange a meeting, contact our office at (828) 697-6224. To learn more, visit our website at www.CFHCforever.org.
Professional Advisors Council: Members act as advisors and consultants to help the Community Foundation strengthen relationships with other professional advisors, while also providing feedback about the issues that are important to their clients and the community.
Name
Business Name
Don Cooper, Chair
Edward Jones Investments
Dan Akers
AltaVista Wealth Management
Kim Baker-Hudgins
Smolski & Baker-Hudgins, PA
Ron Carland
Carland & Andersen, Inc.
Haynes Dorn
Dorn Associates
Sandy Enslen
National Wealth Advisors
Sally Gudger
Wachovia Bank
Bob Haggard
Van Winkle Law Firm
Suzanne Holbert
Wealth Advisor Group LLC
Jim Honeycutt
SunTrust Bank
Lee Mulligan
Strauss & Associates
Theron E. Mullinax, Jr.
Mullinax Law Firm
William Penny, Jr.
Penny Insurance
Peter Shanahan
Merrill Lynch
Ken Swayze
First Citizens Bank
Alan Ward
Smith Barney
17
KEY FEATURES
GRANTS 2009-2010
What are the Community Foundation’s Key Features?
The nonprofit sector plays an important role by creating a healthy community through projects to improve healthcare and educational opportunities, provide services to people in need, strengthen the arts, protect the environment and much more.
Flexibility The Community Foundation makes giving easy, flexible and effective, accepting a wide variety of gifts and providing you the greatest flexibility to fulfill your charitable wishes.
Personalized giving Experienced and knowledgeable staff, sharing a deep commitment to the well-being of others, can help research the best charitable organizations to fit your interests, and help you and your advisors structure a charitable fund to satisfy specific goals and financial objectives.
Accountability The Community Foundation has been recognized as meeting the nation’s highest philanthropic standards for operational quality, integrity and accountability.
Local expertise The Community Foundation’s professional staff and volunteer board have an in-depth understanding of the issues, opportunities and resources that shape our community. We monitor areas of community need and can help you learn more about local agencies and programs that make a difference in areas you care about most.
Permanence Endowment gifts are invested so that earnings will provide for grants and growth, adding back to the endowment—so the gift will make an impact now and maintain its significance in the future.
Responsible financial management
Types of Grants: In 2009-2010, the Community Foundation awarded more than $1.9 million in grants. The Community Foundation provides various types of grants including: Competitive Grants from the Community Foundation’s unrestricted, field of interest and donor advised funds are focused in areas including: animal care, arts and culture, civic and community, education, health and human services. These grants include the Community Foundation Unrestricted Grants, the Perry N. Rudnick Endowment and the Fletcher Community Fund.
Gifts to the Community Foundation can become part of a lasting endowment. The principal is expertly managed in a balanced portfolio with available income used according to your wishes.
Donor Advised Grants allow donors to take an active role in their philanthropy by making grant recommendations.
Tax advantages
Organizational Grants allow the organization itself to create a fund to ensure long-term support from the fund’s income.
The Community Foundation offers the highest level of tax benefits for charitable giving and has the capacity to handle complicated gifts which can offer multiple benefits.
Designated Grants ensure long-term support from a fund’s income for one or more organizations identified by the donor at the time a designated fund is created.
Scholarships are awarded through the Community Foundation’s student aid program to assist individuals in their post-secondary education. Religious Organization $201,932.99 10% Scholarships $157,023.65 8%
Arts & Culture $59,876.53 3% Civic & Community $268,003.27 13% Conservation $35,182.81 2% Education $72,569.54 4%
Human Services $678,085.97 33%
18
Animal Care $91,172.40 5%
Health $433,979.31 22%
HOW TO APPLY How to Apply for a Community Grant The Community Foundation awards grants to nonprofit organizations through a competitive application process for programs that benefit Henderson County and surrounding areas. A volunteer grant committee reviews grants four times a year. The Community Foundation encourages grant proposals that: • Demonstrate collaboration • Affect a broad segment of the population • Are relevant to overall community needs and available resources • Enhance or improve organizations which serve clients whose needs are not met by existing services and which encourage client independence, selfsufficiency and responsibility
• Emphasize prevention and early intervention • Have reasonable prospects for future support
Impact Focus Areas In addition, the Foundation will be giving special consideration to proposals which affect the following impact focus areas: • Challenges and opportunities afforded by growth in Henderson County • Poverty and its effects on Henderson County • Access to Health and Mental Health Services • Public access to the Arts These focus areas have been incorporated into the competitive application review process, scoring applications as to the degree to which the project addresses one or more of the defined focus areas. However, proposals addressing other needs and projects will continue to be considered in the competitive grantmaking process.
To receive grant guidelines and an application, please call the Community Foundation at (828) 697-6224 or visit www.CFHCforever.org.
COMMUNITY GRANTS The Community Foundation awarded the grants listed below from unrestricted, field of interest and donor advised funds to improve the quality of life in our community.
Arts and Culture Hendersonville Symphony Orchestra 3rd and 6th Grade Concerts
$4,000.00
Neighbors Helping Neighbors
Education Junior Achievement of WNC “Growing Our Own Givers�
$4,000.00
A community-wide initiative that addresses the emerging needs for shelter, food, health care, utilities assistance and support for mental and emotional issues exacerbated by the difficult economic climate.
*North Carolina State University Pisgah Chapter of Trout Unlimited-Arbuckle Scholarship Health Pardee Hospital Foundation Renovation of Orthopedic Unit Prevent Blindness North Carolina Preschool Photo-refractive Vision Screening in Henderson County Human Services Aging at Home Projects, Inc. Aging at Home Website Project
$1,000.00
$10,000.00
$3,900.00
My Place Fuel oil for the two residential facilities
$5,000.00
Salvation Army of Henderson County To be used to purchase food
$7,500.00
Sixth Avenue Psychiatric and Rehabilitation Partners Transition services for Community Support Clients
$8,000.00
$5,000.00
Arc of Buncombe County $5,000.00 Direct Financial Assistance to Individuals in Henderson County
20
Human Services Housing Assistance Corporation Home repair Program
Children & Family Resource Center of Henderson County Our Kids...Our Future: Town Hall Meeting
$2,500.00
Henderson Co. Habitat For Humanity Playground Equipment for Edneyville Community Park
$5,266.10
Henderson County Young Leaders Program, Inc. Camperships for Spring Camp Bob session
$2,860.00
Mills River United Methodist Church Senior Adult Outreach Ministry
$2,500.00
Western Carolina Community Action Continuation of Housing voucher and self sufficiency project to be used for Section 8 vouchers
$1,695.50
$30,000.00
RUDNICK GRANTS
The Community Foundation awarded the following grants from the Perry N. Rudnick Endowment Fund. Established as a private foundation in 2001, the Perry N. Rudnick Endowment Fund became a component of the Community Foundation in 2004. The original trustees continue to advise grants awarded by the fund. Figures are cumulative and may represent numerous grants.
Arts and Culture Hendersonville Symphony Orchestra Summer String Camp Youth Orchestra 09-10 Season
$4,500.00
Conservation Asheville Greenworks-Quality Forward Trees to Success (Lee Walker Heights/Klondyke)
$10,000.00
Education Henderson County Young Leaders Program, Inc. “August 2010 Camp Session”
$2,000.00
Mountain BizWorks $25,000.00 Foundations for Rural and Underserved Entrepreneurs
Helpmate, Inc. unrestricted purposes
$500.00
Hendersonville Rescue Mission unrestricted purposes
$500.00
Interfaith Assistance Ministry Heating Assistance
$1,000.00
Jewish Community Center of Asheville, Inc. $20,000.00 Case Management and Mental Health Counseling Services Financial Outreach Program Mainstay unrestricted purposes
$500.00
$2,000.00
Manna Food Bank unrestricted purposes
$1,000.00
$18,500.00
My Fathers Storehouse unrestricted purposes
$500.00
MAHEC - Mountain Area Health Education Center $25,000.00 Intensive Prenatal Care for High Risk, Uninsured Women
Presbyterian Home for Children unrestricted purposes
250.00
Shriners Hospital for Children Children’s care
Salvation Army of Asheville unrestricted purposes
$250.00
$1,000.00
Salvation Army of Henderson County unrestricted purposes
$250.00
Boys and Girls Club of Henderson County unrestricted purposes
$250.00
Special Olympics North Carolina Inc Uniforms Athlete Outreach Project
$8,085.00
Boys and Girls Club of Transylvania County unrestricted purposes
$250.00
The Center for Dialogue $10,000.00 “Providing Life Skills for Resolving Conflicts Without Anger”
Health Girls on the Run Participant subsidy Henderson County Free Medical Clinic, Inc. Walk In Medical Clinic
Human Services Asheville Buncombe Community Christian Ministry Heating Assistance
Buncombe County Schools Foundation Crisis Closet: Closing the Gaps for Families in Crisis Community Foundation of Henderson County Neighbors Helping Neighbors Initiative
$500.00
$2,784.00
Western Carolina Rescue Ministries unrestricted purposes
$20,783.00
Religious Programs Agudas Israel Congregation unrestricted purposes
$500.00
$250.00
How to apply for a Perry N. Rudnick Endowment Grant The Rudnick Advisory Committee recommends grants to the Community Foundation twice per year from the Perry N. Rudnick Endowment Fund. The advisors of the fund have developed a procedure for submission and evaluation of grant proposals. They carefully review and consider first a Letter of Intent as submitted by prospective grantees. From those letters of intent the advisors will select a pool of organizations to be invited to submit a Full Proposal. In cycle one, the Letter of Intent is due by July 1 and the Full Proposal (by invitation only) is due by September 30. Grants will be awarded in mid-December. In cycle two, the Letter of Intent is due by January 1 and the Full Proposal (by invitation only) is due by March 30. Grants will be awarded in mid-June. Additional details can be found on the website at www.CFHCforever.org.
GRANTS AND SCHOLARSHIPS The Community Foundation awarded the following grants from the Fletcher Community Fund with recommendations from a committee appointed by the Community Foundation. Established in 1990, the fund focuses on the cultural, educational, historic and civic enrichment of the community of Fletcher. Figures are cumulative and may represent numerous grants.
Fletcher Community Fund Grants Fletcher Arts and Heritage Association 2010 Children’s Art Camp
$3,800
Fletcher Community Chorus “Harmony in Fletcher”
$4,000
2010 Scholarship Facts Each year, the Community Foundation awards scholarships to deserving students on behalf of our donors who are committed to helping people receive an education. For the 2010-2011 academic year, over $213,050.00 was awarded in scholarships to Henderson County Students. Other scholarship program highlights include: • 32 new scholarships awarded, totaling $34,550 in assistance • 85 scholarships renewed, totaling $178,500 in assistance • $3.64 million awarded in scholarships to over 830 students over the past 26 years Scholarship applications are available in December at the guidance offices of any Henderson County High School or at the Community Foundation office. Criteria for scholarships vary by donor. Generally the scholarships available are categorized by financial need, academics, and field of interest, and range in award amounts. Additional information can be found on the website www.CFHCforever.org. To learn how to establish a scholarship fund or to make a contribution to an existing fund, please contact the Community Foundation office at (828) 697-6224.
DONOR ADVISED
GRANTS The Community Foundation awarded the following grants from donor advised funds. This type of fund allows donors to take an active role in philanthropy by making grant recommendations. Figures are cumulative and may represent multiple grants.
African Medical Mission
$1,000.00
American Legion Post 77
$3,000.00
American Red Cross (Henderson & Transylvania Chapters)
$4,500.00
AmeriCares Bat Cave Baptist Church
$1,262.68 $20,000.00
Bearwallow Baptist Church
$5,000.00
Berea College
$1,012.68
Blue Ridge Broadcasting Corporation Blue Ridge Community College Educational Foundation
$100.00 $17,078.93
Blue Ridge Humane Society
$200.00
Bounty of Bethlehem of the Immaculate Conception Church
$100.00
Cystic Fibrosis Foundation East Flat Rock Care Center Emory University School of Medicine Etowah United Methodist Church
$200.00 $8,100.00 $10,000.00 $5,000.00
Fairfield Mountain Chapel
$35,000.00
First Presbyterian Church
$3,000.00
First United Methodist Church
$3,000.00
First United Methodist Church of Brevard Flat Rock Playhouse/Vagabond School of the Drama, Inc.
$311.56 $7,200.00
Four Seasons Hospice and Palliative Care
$25,500.00
Friends of DuPont Forest
$10,000.00
Friends of Santa Claus Givens Estates Grace Lutheran Church
$1,000.00 $10,000.00 $3,600.00
Grove City College
$250.00
Hands On! A Child’s Gallery
$250.00
Haven of Northern Virginia, Inc.
$467.35
Helping Hand Developmental Center
$10,000.00
Boys and Girls Club of Henderson County
$34,700.00
Henderson County Council on Aging, Inc.
Brevard Music Center
$10,000.00
Henderson County Dispute Settlement Center
$1,000.00
$1,200.00
Henderson County Education Foundation, Inc.
$2,100.00
Calvary Church of the Nazarene Calvary Fellowship Carolina Mountain Land Conservancy Case Alumni Foundation Central Asia Institute
$17,500.00 $5,461.56 $10,000.00 $150.00
Henderson County Free Medical Clinic, Inc. Henderson County Young Leaders Program, Inc. Hendersonville Lions Club Foundation Hendersonville Police Department
Central United Methodist Church
$35,000.00
Hendersonville Rescue Mission
Children & Family Resource Center of Henderson County
$21,752.19
Hendersonville Rotary Charitable Corp.
Chimney Rock Baptist Church
$20,000.00
College of the Ozarks Community Foundation of Henderson County Community Partnership for Pets Inc Crossfire Ministries Cumberland College
Hendersonville Symphony Orchestra Hood College
$1,012.68
Hooper’s Creek Baptist Church
$27,648.39
Housing Assistance Corporation
$6,250.00
$18,550.00 $3,250.00 $100.00 $1,000.00 $10,950.00 $250.00 $17,008.00 $250.00 $18,600.00 $250.00
Interfaith Assistance Ministry
$5,961.10
$297.60
Kanuga Conferences, Inc.
$3,770.00
$1,012.68
Latino Advocacy Coalition
$532.11
$50.00
Lutheran Church of the Nativity
$3,000.00
Mainstay
$1,908.34
Manna Food Bank Meharry Medical College MemoryCare
$250.00 $1,012.68 $1,100.00
Middlefork Baptist Church
$10,000.00
Muddy Sneakers
$10,000.00
My Fathers Storehouse
$379.98
NAMI North Carolina, Inc.
$200.00
Pardee Hospital Foundation Pathways - Life After Cancer Planned Parenthood of Collier County Pleasant Hill Baptist Church
$33,100.00 $500.00 $1,000.00 $440.00
Saint Ursula Academy
$3,000.00
Salvation Army of Henderson County
$4,550.00
Sixth Avenue Psychiatric and Rehabilitation Partners
$4,000.00
Special Olympics North Carolina Inc St. Jude Children’s Research Hospital The Foundation for Knowledge in Development The Healing Place, Inc.
$100.00 $1,250.00 $30.00 $3,500.00
The Multiple Sclerosis Center of Atlanta
$300.00
The Nature Conservancy
$311.56
The Terrapin Institute
$467.35
The V Foundation
$500.00
Transylvania Christian Ministries, Inc.
$100.00
Transylvania Community Arts Council
$400.00
United Way of Asheville and Buncombe County
$1,000.00
United Way of Henderson County
$6,800.00
United Way of Transylvania County
$450.00
Vocational Solutions of Henderson County, Inc.
$1,000.00
Warren Wilson College
$1,012.68
23
DESIGNATED & ORGANIZATIONAL
GRANTS
The Community Foundation awarded the following grants from designated and organizational endowment funds. Figures are cumulative and may represent numerous grants.
Agudas Israel Congregation AIDS Legal Referral Panel Asheville Art Museum Bat Cave Baptist Church Blue Ridge Community College Educational Blue Ridge Comm. Health Services Foundation Blue Ridge Humane Society Bounty of Bethlehem Boys and Girls Club of Henderson County Calvary Episcopal Church Carolina Mountain Land Conservancy Central Presbyterian Church Christ School of Arden Christian Appalachian Project Community Foundation of Henderson County East Henderson High School ECO of Henderson County Elizabeth Glaser Pediatric Aids Foundation First Congregational Church First United Methodist Church FISH, Inc. Flat Rock Playhouse Fletcher Academy Four Seasons Hospice and Palliative Care Friends of Henderson County Public Library Grace Lutheran Church Helping Hand Developmental Center Henderson Co. Habitat For Humanity Henderson County Cancer Service Henderson County Council on Aging, Inc. Henderson County Genealogical & Historical Society, Inc. Henderson County Public Library Henderson County Public Schools
24
$1,500.00 $110.78 $783.29 $1,342.68 $225.48 $7,721.21 $91,172.40 $483.93 $40,225.48 $2,645.78 $664.29 $225.48 $225.48 $20,214.00 $30,280.20 $558.71 $968.52 $36.93 $1,080.80 $1,039.48 $6,311.00 $11,244.96 $12,792.36 $4,204.87 $91,844.48 $2,857.00 $2,845.80 $1,009.83 $8,210.40 $537.09 $281.40 $17,938.20 $1,280.28
Hendersonville High School Hendersonville Rescue Mission Hendersonville Symphony Orchestra Historic Flat Rock Immaculate Conception Church
$558.71 $2,801.04 $9,158.28 $17,920.48 $2,578.40
Interfaith Assistance Ministry $4,616.24 Lambda Legal Defense & Education Fund, Inc. $18.46 Loving Food Resources $79.13 Mainstay $1,731.04 Masonic Home for Children at Oxford $1,648.86 Morris Kaplan Kiwanis Scholarship Fund, Inc. $4,691.92 National Gay & Lesbian Task Force Foundation $110.78 North Henderson High School $558.71 Opportunity House $421.67 Pardee Hospital Foundation $282,478.48 Pardee Interfaith Chaplaincy Association $45.52 PFLAG Washington, DC $36.93 PFLAG Flat Rock, NC $158.26 Principals' Executive Program $346.74 Project Open Hand $73.85 Saint James Episcopal Charities Foundation $13,952.80 Saint James Episcopal Church $10,000.00 Saint John In the Wilderness $4,482.84 Salvation Army of Henderson County $280,050.68 San Francisco AIDS Foundation $73.85 St. Joan of Arc Church $79.13 The Linus Pauling Institute $10,107.00 The Names Project Foundation $36.93 United Way of Henderson County $34,369.62 Vocational Solutions of Henderson County, Inc. $3,134.32 Walnut Grove Baptist Church Cemetery $285.39 West Henderson High School $558.71 Western North Carolina Aids Project, Inc. $79.13
FUNDS The Community Foundation manages over 480 funds, each with its own unique purpose which is usually specified by a donor. Of those, most are permanent funds called endowments, which provide support forever. Together, these funds are making a difference to our community now and will continue to do so countless years from now. For a complete description of these funds, please call the Community Foundation office. We welcome your donation to any fund.
Unrestricted Endowments
Field of Interest Endowments
Donor Advised Endowments
These funds allow the Community Foundation to award grants to meet emerging needs in the community. They are the primary source of funding for the competitive grantmaking program.
These funds support a broad area of donors’ charitable interests.
These funds allow donors to take an active role in philanthropy by making grant recommendations to the Community Foundation’s Board of Directors.
Hubert W. and Lola P. Aiken Birthday Charities Golf Community Foundation Unrestricted Mrs. Robert F. (Vera) Crane Ruth H. Crane Richard Paul Foote and Doris T. Foote Memorial James L. Gaupp and Elizabeth R. Gaupp Rosalie Hurst (New) D.I. Campbell King Memorial Raymond D. and Pauline A. Kurtz Memorial Oliver A. and Grace Ohmann Memorial Stanley C. and Dorothy S. Orr Albert E. and Huldah P. Petermann Memorial Melvin and Alice Quackenbush Memorial Lily C. Scheck W.C. Shuey Family Marie M. Simpson Harold G. and Elizabeth B. Spence Janet W. Stern (New) Robert M. and Rita C. Stow Velma J. VanCourt WALLY Fund in memory of Wallace D. Rothrock
Animal Care Kenneth L. and Betty H. Buchen Priscilla Cantrell for Children and Youth Lorina Culpepper Career in Nursing Environmental Conservation Falling Creek Fletcher Community Marilyn G. Harwood Charles Richard “Dick” Hedge for Crippled Children Jay E. Heinemann Memorial Henderson County for Unfortunate Animals Historical Preservation for Henderson County Jones Cemetery, Inc. Kathleen/Edna/Mary Alzheimer’s Caregiver Ruth R. and E. Lloyd, Jr. Knight for Children with Visual or Hearing Impairments Frances and Leonard Mathieson Memorial J. Andrew and Roberta A. McBride Educational Wanda S. Nicholson-Support of WINS Jan F. and Harry J. Nolan Women’s Educational Anthony Robinson fund for the Handicapped Arthur Rubin Memorial Marie M. Simpson Sherman’s Sports - Tree Fund Ellen (Betty) Taylor Memorial Robert B. Tonjes for Charitable Support of The Fletcher Community Buddy and Ruth Ann Williams Women In Need of Support
Anonymous Martha O. and Robert E. Adams Tyler Tatum Adamson American Association of University Women, Hendersonville Branch Art and Susie Bender Charitable James E. and Jo Ann Brittain Dogwood First Citizens Bank James M. Fisher Memorial Harriett E. and Joe P. Gates Clyde and Doris Groover Ray and Peggy Hannan Henderson County Medical Society Health Education Hendersonville Pediatrics, PA Memorial for Dr. Fletcher L. Raiford Hope Cancer Aglaia Kofodimos Family Craig Larson Memorial of Pisgah Chapter of Trout Unlimited Tom Long IDI Charitable Stanley J. and Nancy A. Noesen Charitable Jeanette M. Ocker Memorial Chester and Virginia Phillips Pourquoi Pas? Lou and David Reeves Ron and Norma Rosenberger Charitable Perry N. Rudnick Vina L. and Richard C. Sauer II William D. and Sarah L. Strobel Claire R. and Dan Waddell Memorial Lee Waters Memorial Wilson-Spies Charitable Jarome Harold and Loretta Rankin Zwickel
Designated Endowments
26
These funds provide perpetual support to nonprofit organizations or charities named by the donor.
Junior Woman’s Club Children’s Clothing Closet Alexander and Barbara Kohan Dr. and Mrs. William K. Lautner for the Mentally Ill
Carl Robert (Bob) Abendroth Memorial William M. Alexander Leslie V. Anderson Marian A. Anderson (New) Rita M. Andrews Judy Appleton Memorial Marjorie Bacon Symphony Baker-Barber Photographic Collection Abbie Barber Belfry Community Players Virginia M. Bell for Blue Ridge Community Health Services Carl W. and Glorianna Berger Library Samuel E. Bittner, Jr. Blue Ridge Community Health Services, Inc. Blue Ridge Literacy/Education Boys and Girls Club of Henderson County, Inc. Brenda Briggs Memorial Scholarship Jeannette Chiles Buesing Geneva P. and W. Lawrence Butler “Candy Lady” Carolina Mountain Land Conservancy Hal Carrick High School Arts Scholarship Fred A. Caruso Memorial Scholarship Children of Violent Homes John W. (Jack) Claris Memorial Covenant Presbyterian Church Deacons Marion B. Driskell Kathleen L. Ehlers Memorial Frank M. Fukuda Celeste E. Giblin Habitat for Humanity Landscaping Helping Hand Developmental Center, Inc. Hendersonville City School District Hendersonville Rescue Mission S. Donald and Faithe Hershey Hispanic Students’ Awards Historic Johnson Farm (New) Tom and Rush Hatchett Huffman Memorial Rosalie Hurst Martha Hanna Irving George Alfred and Emogene Kuehl Johnson George Alexander and Evelyn Masden Jones
Remy H. and Helen K. Ludwig Mainstay for its Domestic Violence Mending Program Mayflora C. Major, in Memory of her husband Richard J.P. and Vetra Marlow Memorial Wilma L. McAllister Memorial for the First United Methodist Church Preschool Program John Christopher “Chris” McGee Memorial Col. George F. McGregor Mineral and Lapidary Museum of Henderson County Corinne S. Moak for the Henderson County Public Library Lissie L. and Laura C. Moore Memorial John and Florence Murdock Memorial Wanda S. Nicholson for the support of Interfaith Assistance Ministry (IAM) North Carolina School of the Arts for Henderson County Thomas L Oates and Queenie L. Oates for missions for Bat Cave Baptist Church Arthur R. and Jeanette M. Ocker Memorial Wilfred and Frances Ogg George W. Phillips Dr. B. J. Romeo Memorial C. Reginald Rouse Memorial for Flat Rock Playhouse Children’s Theatre Bill and Ginny Sanders for Interfaith Assistance Ministry Betty. A. Scott in Memory of Richard J. Scott Richard J. and Betty A. Scott Richard J. Scott and Betty A. Scott W.C. Shuey Family Jeanne deSaussure Smith Ton-A-Wandah Girl Campership (New) Everett and Ellen Stone Endowment (New) St. John In the Wilderness Historic Churchyard The Great Day Fund (New) United Way of Henderson County Valley Clinic Volunteer Fire Department Velma J. VanCourt for First Congregational Church Jay Walker Memorial Golf Ryan Watkins Memorial Dr. Minor F. Watts Reverend Jeff and Lena Willis
Scholarship Endowments and Education Merit Award** These funds provide financial assistance to students for educational expenses. Hubert M. Smith, Post 77, American Legion Dan Barber, III/Western Auto Scholar Athlete Award** Black History Albert S. ‘Bert’ Browning, Jr. David H. and Betty R. Bucher Engineering Scholarship Betty R. and David H. Bucher Nursing Scholarship Business and Professional Women’s Club John T. Coates IV Civil Engineering Scholarship Community Foundation of Henderson County General Scholarship Maggie Trimble Cook Molly Rutter Cook Memorial Scholarship Betsy Copolillo and Sam Gash Scholarship Amy Duryee Courtenay Jane and Tom Davis Scholarship H. Louise Eaton Scholarship Kermit Edney Scholarship Robert C. Edwards, Jr. Memorial Scholarship Environmental Odyssey Scholarship Grace B. Etheredge Scholarship Maude and Harvey Goehring Scholarship Grace Scholarship James P. Grey Scholarship Trust Haddy Harrington Memorial Scholarship Henderson County Educational Scholarship Hendersonville Chess Club Outstanding Scholastic Chess Achievement Hendersonville Woman’s Club, Inc. Arthur R. Hill Memorial Roger and Judy Hill Memorial Football Scholarship for Mack Broutin Joe T. Hunt Memorial Scholarship Elsie Mabel and Ethel Maude Jones Scholarship T. Llyle and Marion S. Keith Scholarship Jessie M. Kerth Scholarship for Nursing (New) Phyllis and George Knopf Anthony Kushigian William A. Lampley Scholarship Ethel T. and Charles T. Larus Educational Mary Evelyn and Harry Laurent Scholarship Peggy Lovvorn Scholarship
Organizational Endowments Glenn C. Marlow Scholarship Matching Funds Scholarship George F. and Asha W. McMillan Lucile V. Means Scholarship Ralph H. and Mary L. Merkle for the Study of Rocks and Minerals of the Wonderful Smokey Mountains Bree Elizabeth Miller Memorial Scholarship Ralph A. Milliman Scholarship Mills River Volunteer Fire and Rescue Scholarship Sam A. Mills Memorial Scholarship Thomas Oliver and Louise Jordan Mulcahy Scholarship Nagel Scholarship Helga Nielsen Scholarship Thomas E. and Marian L. Overby Amy Fisher Pace Scholarship Rebecca S. Poole Scholarship L.B. Prince Memorial Scholarship John Paul Raywood Scholarship Plato E. Reese Memorial Scholarship, Etowah Horseshoe Volunteer Fire and Rescue Charlie Renfrow Vena Case Robinson Memorial Scholarship Odell Rouse Memorial Scholarship Martha Sales Schoch Scholarship Pat Shepherd Second Mile Scholarship Kristen Sue Shetterly Memorial Scholarship James Smith Memorial Scholarship George and Helen Stowell Arthur and Lois Jean Stuenkel Scholarship Kenneth R. Stull and Virginia M. Stull (New) Robert B. Tonjes Scholarship Tracy Grove Community Club Scholarship Valley Clinic Scholarship Veterans of Foreign Wars Hedrick Rhodes Post 5206 Dr. Corbin O. Williams Memorial Scholarship John Brooks Williams Memorial Scholarship Tom Wilson Scholarship Winifred M. Wyman Memorial Scholarship
These funds are established by nonprofit organizations to carry out their missions. Friends and supporters of these nonprofits may contribute to these endowments at any time. Agudas Israel Cemetery Perpetual Care Agudas Israel Temple All Saints Anglican Church of Arden, NC 28704 in Memory of Rita Z. Newell Arts Center of Henderson County E.J. Baldwin – Patty’s Chapel Cemetery for Fletcher United Methodist Church Grover H. Baldwin in memory of Norma H. Baldwin Mae Berrian for the Henderson County Public Library Blue Ridge Community Health Services Foundation Blue Ridge Humane Society Bounty of Bethlehem Calvary Episcopal Church Care Carl Sandburg Home Children and Family Resource Center of Henderson County Community Tennis Association of Henderson County Youth Tennis Jack H. and Noel S. Davis for First United Methodist Church, Hendersonville, NC Environmental and Conservation Organization of Henderson County (ECO) Janet M. Finch First Congregational Church (United Church of Christ) FISH Flat Rock Playhouse/Vagabond School of Drama, Inc. Fletcher Academy Fletcher Branch of the Henderson County Public Library Float for Freedom Ben Foster Memorial Four Seasons Hospice Friends of Henderson County Public Library, Inc. HCARC (Henderson County American Red Cross) William E. Hartman, Sr. for Historic Flat Rock, Inc. The Healing Place Henderson County 4-H (Mike Bayne Memorial) Henderson County 4-H (Jewel Dixon Memorial) Henderson County 4-H and Youth Development Henderson County Cancer Service Henderson County Council on Aging Henderson County Foster Parents Association Henderson Co. Genealogical and Historical Society
Henderson County Public Library Henderson County Young Leaders Program, Inc. Hendersonville Christian School Hendersonville High School Alumni Association Fund Hendersonville High School Alumni Assoc. Scholarship Hendersonville Rescue Mission Hendersonville Symphony-Gayle Drew Scholarship Hendersonville Symphony Orchestra Housing Assistance Corporation Interfaith Assistance Ministry Inter-faith Chaplaincy Association of Margaret R. Pardee Memorial Hospital Immaculata School Diana Armatage Johnston for MemoryCare Morris Kaplan Kiwanis Scholarship Kenmure Educational Endowment for The Vagabond School of the Drama Judge Mitchell King Faith St. John Knott Memorial Ladies Aid Society of Flat Rock Little River Baptist Church Cemetery James and Florence Lynch Children’s Library Trust Mainstay The Opportunity Group Park Ridge Hospital Foundation Gwendolyn “Boots” Pedersen Memorial Pisgah Legal Services Janis Powell for the Henderson County Public Library Anne B. Rose Rotary Club of Hendersonville The St. James Endowment The St. James Episcopal Charities Foundation St. Paul’s Episcopal Church SSEACO Support Erle G. Stillwell Andrew and Carrie A. Trefois Henry and Jeannette Zangenberg Jeannette Zangenberg
27
Mixed Endowments
Non-Endowed Donor Advised Funds
These funds support a wide range of donors’ charitable interests, some of which are specific and others that may be broadly defined.
These funds allow donors to take an active role in philanthropy by making grant recommendations to the Community Foundation’s Board of Directors. Because these funds are not permanent, the donor may recommend the Foundation distribute all of the fund to the nonprofit organization of the donor’s choice. The donor works closely with the Community Foundation staff, who know the community and can provide information about nonprofit organizations or charities in our area.
William C. Armstrong Scholarship Robert and Vivian Edwards Scholarship Andrew and Patricia Lapple Herman and Shirley Lukoff Scholarship A. V. Marien and Elizabeth C. Marien Merger Endowment Fund in Memory of Geraldine M. Bruneau, Miriam E. Kimmick and William Kimmick Fredrick E. Meyer Kathleen R. McGrady Hilary G. Neighbors Scholarship Normac Humanitarian Pisgah Chapter of Trout Unlimited Memorial-In Honor of William L. Arbuckle Vina L. and Richard C. Sauer Arthur E. and Lois Jean Stuenkel Lula and Levi Wilson
Administrative Fund of the Community Foundation Established by the Board of Directors to give donors an opportunity to provide support for the ongoing services of the Community Foundation. This enables the Community Foundation to charge minimal fees for expenses incurred while carrying out the wishes of our donors.
Anna’s Hope (New) Anonymous (3) Richard W. and Sherry O. Austin Charitable Auxiliary of Margaret R. Pardee Hospital Belle Charitable (New) McCray V. Benson and Judy Atchley-Benson Charitable Joan and Buck Blessing Rebecca and Bill Boswell James and Jo Ann Brittain Charitable Stuart and Carola Cohn Charitable Tom and Marie Cooper Cover Family Charitable D’Brittlee (New) Dr. Krishna Das Kermit Edney Leadership Robert and Vivian L. Edwards Charitable Joe and Gayle Farrar Russ and Myrna Gibbs James and Susan Heidebrecht Henderson Oil Company Hendersonville Kennel Club, Inc. Robert and Beatrice Hicks Hal and Katherine Hunter Ann and Bill Kirkpatrick Family Foundation Sharon and Marc Koffman John and Barbara Lawless Linder Family Charitable MacNeil Phyllis J. and Ralph K. Maltas McConnell Family Charitable Kathleen R. McGrady Charitable Duane McKibbin Memorial Duane M. and Margaret D. McKibbin Charles and Eleanora Meloun Charitable Midnight’s Fund of Hope Friends of the Mills River Library – Building Fund
Moody Kathie Morrill Memorial Edythe Mullis Charitable Neighborwoods Tree Paul M. and Betty T. Parsons Memorial Endowment Joseph D. Poli Memorial Reese Family Charitable E. Jeanne Reno and James H. Bryson John R. and Mary S. Sauerteig Snickers Pay-it Forward Lewis F. Steinbach Charitable (New) Arthur E. and Lois Jean Stuenkel Kenneth Youngblood Charitable (New) Larry Joe Youngblood Charitable (New) Virgil and Margaret Wagner Jerry and Loretta Zwickel Charitable
Temporary Funds The Community Foundation serves as the fiscal sponsor and financial administrator for a number of funds that have been specifically established as temporary funds for unique purposes. These funds have a life span that depends on the program that they are supporting and the duration of the agreement. Bruce Drysdale and Henderson County School Nurse Project Green River Community Association Charitable Green River Community Association Library Association – Vanderberg Henderson County Parks and Recreation-Jackson Park Henderson County Parks and Recreation-Tuxedo Park Henderson County Parks and Recrecation-Westfeldt Park Hendersonville High School Band Booster Kids Alliance Skate Plaza Alice Lawson Memorial Scholarship Neighbors-helping-Neighbors Initiative Jim Pardue Scholarship Sixth Avenue Psychiatric Rehabilitation Partners Stillman Valley High School Scholarship Sara K. Vollmar Continuing Education Katherine & Lloyd Youngblood Legacy (New)
FUTURE GIFTS Creating legacies for the future … Future Bequests The following are people planning to provide lasting support to the causes they care about with a future gift to the Community Foundation of Henderson County in the form of a bequest. We acknowledge them for their generosity and forethought. Anonymous Claire Abendroth Charitable Frank & Ena Armstrong Memorial Scholarship Endowment Rick and Sherry Austin Endowment Denis Barton Scholarship Irmi Beck Elizabeth Todd Bell Donor Advised Endowment Raoul and Gretchen Bernier Ronald L. Callahan and Linda C. Hoyle James E. and Jean T. Campbell Endowment Richard N. and Doris J. Canaan Alice Cebula Donald G. Copp (2) Copp Family Endowment-Supporting Energy Efficiency (New) Lorina and Charles Culpepper Charitable Jane and Tom Davis John and Barbara Davenport Endowment Betty Lou Dicken-Boot Fred and Priscilla Doyle Endowment Wayne G. and Ivah D. Duncan Endowment Rita Ildgaard Dunk and Ray V. Dunk Charitable Harold Engelman and Celia Hinds-Engelman Francis H. and Margery T. Escott Frank A. Ewbank Endowment Robert and Marie Fraser William C. and Jeanne M. Hartranft Jana Johnson Humleker and William Overby Humleker James C. Kirkpatrick Charitable Foundation C. Donald Larsson Elizabeth M. Lawson Donor Advised Bill and Marquerite Mewborne Scholarship Robert G. and Rosemary H. Miller Wanda and Gerard Nicholson Educational James W. and Anne K. Osmer Edith and Sam Pew Memorial Chester W. and Virginia G. Phillips Fund (2) Morgan and Evelyn Reynolds Darwin and Ruth Rhoads Endowment
Ted and Saundra Rydin Ronald B. and Linda D. Y. Sokalski Thomas and Helen Somerville Endowment Dr. Frederick Van Itallie Wayne and Carolyn Walker Charitable Jerry L. and Gail W. Zink
Charitable Gift Annuities The following donors have established Charitable Gift Annuities. A donor transfers assets to the Community Foundation in exchange for a commitment to pay the donor, or beneficiaries designated by the donor, a specified amount each year for life. Annuity payments can either begin immediately or be deferred to a later date specified by the donor. Donors realize an immediate income tax reduction for their gift. Donald Copp (New) Lorina Culpepper Rosalie Hurst Seth S. and Selma Kamber Marjorie C. Polhemus Ben Hill Webster, Jr. Dirk A. Willms
Life Estate Gifts The following donors have donated his or her home to the Community Foundation, but retain the right to live there for the rest of his or her life. A gift of the home now, with retained life residency, gives the donor the same estate tax benefits as gift by will. Plus, the donor receives a current income tax deduction. Upon the donor’s death, or if the donor gives up the right to live in the home, then the proceeds from the sale of the home will revert to an endowment to carry out the donor’s charitable wishes.
Charitable Remainder Trusts The following individuals have established Charitable Remainder Trusts, which provide life income for the donor, and additional beneficiaries if desired, while allowing an income tax deduction the year the trust was created. After the death of the donor and beneficiaries, the Community Foundation will ensure the remainder of the trust assets will benefit the charities the donor designated during his or her lifetime. Anonymous (4) Richard N. Canaan and Doris J. Canaan (2) Gene Albert Cook and Faye F. Cook Richard and Karin Deneke Fred and Priscilla Doyle Ralph L. Gaffney/Michael G. Trent Ralph L. Gaffney Ralph L. Gaffney/John E. Trent Ralph L. Gaffney/Keri Ann T. Young Ralph L. Gaffney/Mary Lisa T. Reyes Dennis L. and Priscilla M. Heindel James W. Hoelscher and Margaret B. Hoelscher Rosalie H. Hurst Karl V. Kerth Yvonne M. and Daniel C. Kyker Andrew Lapple Duane M. McKibbin and Margaret D. McKibbin (2) Eleanora Meloun John R. and Mary S. Sauerteig Patricia P. Simpson Lewis Steinbach Janet W. Stern Everett E. and Ellen M. Stone Luke Weber Robert and Maree Wick
Frederick Charles Jonischus Lewis Steinbach
29
DONORS The following people, businesses and organizations made gifts to the Community Foundation between July 1, 2009 and June 30, 2010. These contributions were used to establish or enlarge funds from which grants were made and to support Community Foundation operations. To learn more about how you can become a donor or make a contribution, please turn to “Ways to Give” on page 16. *Donors with existing funds
A-B AAUW Hendersonville Branch* AB Tech Foundation Mr. and Mrs. Douglass H. Adams Anonymous Anonymous* Mr. and Mrs. Charles Alessi Mr. George Alexsovich and Mrs. Charlotte Petri Mr. and Mrs. William Alison Alpha Upsilon NC chapter of Alpha Delta Kappa Altavista Wealth Management Mrs. Carol Altmann American Legion, Post 77* Mr. and Mrs. William P. Andrews, Jr. Mr. Kareem Ar-Rushdi Mr. Frank Armstrong* Arpeggio Salon, Inc. The Arts Council of Henderson County* ArvinMeritor Mr. and Mrs. T. E. Aschenbrener Atlas and Hudon, LLP Attorneys at Law Mr. and Mrs. Richard W. Austin* Autoworx Mr. Boyce Baker Mrs. Joelyn Baker Mr. and Mrs. Bradley S. Baldwin Ms. Barbara F. Banadyga Mr. and Mrs. Rex Banadyga Bank of America Matching Gifts Bares It All Ms. Rachel Bast Mr. and Mrs. John Beattie Mr. and Mrs. Sam F. Beck Mr. and Mrs. Michael Beckerman, O.D. Mr. and Mrs. Warner Behley Mrs. Diane Belle* Mr. and Mrs. Arthur Bender* Mr. and Mrs. Daryle G. Benson Mr. and Mrs. McCray V. Benson* Mr. and Mrs. Kenneth Berger Ms. Barbara Bernhard Ms. Joan Berry Mr. and Mrs. Pat Bishop
Black Rose Public House Ms. Marty L. Blair* Mr. and Mrs. Jon A. Blatt Brig. Gen. and Mrs. Frank E. Blazey Blue Ridge Community College Blue Ridge Community Health Services Blue Water Seafood Company Bold Life Mr. and Mrs. George F. Bond, Jr. Mr. and Mrs. David Bonner Mrs. Nancy M. Boyea* Mr. and Mrs. Thomas R. Boys Boys and Girls Club of Henderson County* Mr. and Mrs. Steve Breckheimer Ms. Carolyn G. Brewer Mr. and Mrs. Jere Brittain Mr. and Mrs. Steven L. Brooks Ms. Elaine Brown Ms. Joyce B. Bryson Dr. Francis A. Buchanan Ms. Deborah S. Buck Mr. and Mrs. Donald E. Buck Ms. Elizabeth M. Burch Mr. and Mrs. Greg Burnette Mr. Charles D. Bushnell Mr. and Mrs. Frank Byrd* C-D C & M Electrical Contractor Mr. Ronald L. Callahan and Mrs. Linda C. Hoyle* Mr. and Mrs. David C. Cantwell Jr. Ms. Kelly Carew Carland & Andersen, Inc. Mrs. Warren Carlson Mr. and Mrs. George W. Carnes Jr. Ms. Karen C. Carnes Carolina First Associates Mr. Aubrey T. Carruth Mrs. Frances Caruso* Mrs. Glenavin S. Cason* Ms. Cindy D. Causby Mr. and Mrs. John R. Champion Chef Starr To Go
Mr. Haynes R. Chidsey Children & Family Resource Center of Henderson County* Choy’s Flowers & Ikebana Mr. and Mrs. Richard Ciordia City of Hendersonville Mrs. John Claris, Jr.* Mr. and Mrs. Albert Clark Dr. and Mrs. Stuart Cohn* Mr. and Mrs. David R. Cook Mr. Richard Cooke Cooke-Knapp Group LLC Mr. and Mrs. Thomas L. Cooper* Mr. Donald G. Copp* Ruth Crane Estate* Mr. Robert L. Cranford Dr. and Mrs. John Crawford, III Mr. and Mrs. Joe Crowell Mrs. Guy W. Crowther Mrs. Lorina Culpepper* Mr. and Mrs. Herb Cunningham Mr. and Mrs. Ed Cushing Mr. and Mrs. Gary C. Cyphers Ms. Jere M. Dabbs Mr. and Mrs. Keith Dalbec Ms. Sue Dale Mrs. Dorothy Dalzell Mr. and Mrs. Robert Daubert Mr. Robert Daubert Mr. and Mrs. John Lee Davis Mr. and Mrs. Boyce Deitz Mr. and Mrs. George A. Denka Mrs. Polly Derr Mr. and Mrs. William N. Detisch Mrs. Cathy Diepholz Mr. David M. Dixon Mr. Donald Dixon Mr. and Mrs. Dwight D. Dixon Ms. Gloria Dixon Dixon Hughes, PLLC Ms. Debra Dixon Doss Mr. and Mrs. Stan Duncan
E-G Eagle Self Storage Mr. and Mrs. Jonathan Eddy Edward Jones Mr. and Mrs. C. B. Edwards Mr. and Mrs. Robert D. Eklund Mr. and Mrs. Kenneth Elingburg Mr. H. T. Elkins Ms. Gayle Emery Mrs. Cathy McCaw Engelman Mr. and Mrs. Harold Engelman* F and R Auto Service, Inc. Ms. Carol H. Farina* Mr. and Mrs. Jay D. Farris Mr. Jim Faucett Fidelity Charitable Gift Fund Graham Fields First Citizens Bank* FISH, Inc.* Mr. and Mrs. James J. Fisher Mr. and Mrs. Charles L. Flack Flat Rock Playhouse* Flat Rock Wine Shop Ms. Carol M. Foerstner Mrs. Doris Foote Mr. Glenn Forsythe Four Seasons Hospice and Palliative Care* Mr. and Mrs. William Francis Mr. and Mrs. Mark Frangesh Mr. and Mrs. David L. Franklin Mr. and Mrs. William R. Freeman Mr. and Mrs. Barry L. French Mrs. Mary Ellen Frier Mr. and Mrs. Samuel H. Fritschner Mr. and Mrs. Louis K. Futch Mrs. Lillian S. Gaeser Anonymous * Dr. and Mrs. William T. Garrison Ms. Betty A. Gash GE Foundation Mr. and Mrs. Russell T. Gibbs* Mr. and Mrs. John P. Gibson Goldcrafters of London Mr. and Mrs. Albert Gooch Mr. and Mrs. William A. Gray, Jr. Ms. Barbara H. Greene Ms. Juanita D. Greer Mr. and Mrs. Alfred C. Gregg
H-J Mr. Robert H. Haggard, Atty. Ms. Ruth Haines Mr. and Mrs. Donald K. Hambly Hannah Flanagan’s Pub & Eatery Hans J. Nagel & Margo Nagel Family Trust Mr. and Mrs. Thomas E. Hanson Mr. and Mrs. Ryan Harman Mr. and Mrs. Joe H. Harwell Mr. and Mrs. Sandy Hastie Mr. and Mrs. James Havard Mr. Fred Hawkins Mr. and Mrs. James Heidebrecht* Mr. and Mrs. Larry I. Heimbinder Mrs. Ruth P. Heinemann* Mr. and Mrs. Gary Heisey Mr. and Mrs. Donald N. Henderson Henderson County Chamber of Commerce Henderson County Council on Aging, Inc.* Henderson County Education Foundation, Inc. Henderson County Free Medical Clinic, Inc. Henderson County Historic Courthouse Corp. Henderson County Public Schools* Henderson Oil Company* Mr. Dale Hill and Mrs. Lee Henderson-Hill* Hendersonville Elks Lodge Hendersonville High School Hendersonville Rescue Mission* Dr. and Mrs. William Hiatt Mr. and Mrs. Robert T. Hicks* Mr. Edward Hipp Christian Hobbs Mrs. Margaret Hoelscher* Mrs. Vivian Hoeppner Ms. Bobbe E. Hoffman HomeTrust Bank Ms. Lara Joan Hoskinson Mr. and Mrs. Terry Houck Housing Assistance Corporation* Mr. and Mrs. William Humleker* Ms. Joette Humphrey Mr. and Mrs. Don Huneycutt* Mr. Hal Hunter Hunter Chevrolet Mrs. Kristin Huntley Mr. and Mrs. Don J. Hupe Mr. and Mrs. James W. Hurd
Mr. and Mrs. Ronald S. Hylen Inn on Church Mr. Baron Jackson Mr. and Mrs. Harold M. Jackson, II Mr. James S. Jackson Mr. Samual Duane Jackson Jackson Funeral Service Mr. and Mrs. Jack Jacques James H. Cummings Foundation, Inc. Ms. Edith G. Jenkins Mr. and Mrs. Henry T. Johnson Ms. Marcia F. Johnson Mrs. and Mr. Melanie Johnson Mr. and Mrs. Rod Johnson Johnson, Price and Sprinkle Dr. and Mrs. Donald C. Jones Mr. and Mrs. Lemuel Jones Mr. and Mrs. Keith Jones* Mr. Frederick C. Jonischus* Mr. and Mrs. Paul E. Jordan Mr. and Mrs. Douglas M. Judkins K-M Mr. and Mrs. H. A. Kallio Mr. and Mrs. Joseph Kane Mr. and Mrs. Keith S. Kennedy Kids Alliance Skate Plaza Volunteer Committee* Mr. Albert Kimmel Mr. Randy Wilkinson and Ms. Melissa Kimmel Mr. and Mrs. Daniel E. Kincaid Mr. and Mrs. Charles L. King Dr. and Mrs. John L. Kinlaw* Mr. and Mrs. Craig M. Kirkpatrick, Jr. Mr. Phil Klein and Dr. Joanne Helppie Mr. and Mrs. Terry D. Knight Mr. and Mrs. Marc Koffman* Ms. Barbara Kopp Ms. Kimberly Kostuik Mrs. Norma Kushigian* Lake Pointe Landing a Senior Living Community Ms. Jacqueline Lamb Mrs. Sibyl Lange Mr. and Mrs. Robert Langley Ms. Ruth Larson Mrs. Ethel T. Larus* Mr. and Mrs. John W. Lawless* Mr. and Mrs. Jeffrey Leider Mrs. Patti Leonard Ms. Jean M. Lightner
31
Mr. and Mrs. Edmund L. Liguori Mr. and Mrs. Bernd Linder* Louis Williams & Sons, Inc. Mr. Brian Lovvorn* Mr. and Mrs. Lee D. Lovvorn, Sr. Mrs. Marian Lowry* Mr. Robert MacDonald Mr. and Mrs. J. Carlton MacNeil, Jr.* Macon Bank Mainstay* Manna Food Bank Mrs. Lynn Marks Mrs. Dorothy D. Marlow* Mr. Raymond L. Martin Mrs. Elsie Massie Mr. and Mrs. Vaughan Matthews Mr. and Mrs. James Matykiewicz Mr. and Mrs. Jim McAbee Mr. Donald A. McAllister* Ms. Nancy M. McClung Mr. and Mrs. Daniel McConnell* McConnell Farms Super Premium Ice Cream Mr. and Mrs. Joe McCoy Mr. and Mrs. John McFadden* Ms. Shirley McGee Mr. and Mrs. Charles W. McGrady* Kathleen McGrady Charitable Lead Annuity Trust* Michael & Martina McGrady Charitable Lead Unitrust* Mr. and Mrs. Joe McGrath Mr. and Mrs. Chaffe McIlhenny Ms. Verla D. McIntyre Mrs. William McKay Mr. and Mrs. C. Pat McKeever Mrs. Peggy McKibbin* Reverend and Mrs. Anthony McMinn Ms. Joan B. McMullen Ms. Dorothy Means* Mr. Eric Means Mrs. Nancy Meister Mrs. Eleanora Meloun* Eleanora Meloun Charitable Lead Annuity Trust* MemoryCare* Merrill Lynch, South Atlantic Region Management Team Mr. and Mrs. Wayne D. Merriman Mr. and Mrs. Ronald Metzger* Mr. and Mrs. Ken M. Michalove MicroSoft Giving Campaign Mr. and Mrs. Robert S. Middlemas Mr. and Mrs. Francis Mignano James F. Miller, IV* Mr. and Mrs. Jeff Miller
32
Mrs. Jennifer Miller Miller’s Fine Dry Cleaning Ms. Dorothy J. Mills Mills River Volunteer Fire Department* Mr. Ronald D. Mitchell Ms. Phoebe and Mr. Michael Moncrief Morrow Insurance Agency, Inc. Moseley Architects Mountain 1st Bank & Trust Mr. and Mrs. Richard D. Murphy N-P Mrs. Joan E. Narron Never Blue Bistro Mr. and Mrs. Michael Y. Newman Mr. and Mrs. Roscoe F. Nicholson Mr. and Mrs. Billy H. Nodine Mrs. Nancy A. Noesen* Dr. Seth P. Novoselsky and Mrs. Novoselsky Mr. and Mrs. Robert Ogden Mr. George A. Oldham Mr. Michael L. Oliphant and Ms. Martha L. Dysart Mr. and Mrs. William W. Orr Ms. Rebecca E. Palmer Pardee Hospital Pardee Hospital Foundation Park Ridge Health Park Ridge Health Foundation* Colonel and Mrs. Rick Parsons* Mr. and Mrs. Ron Partin Ms. Karen Payne Dr. Arthur Pearsall Dr. Irwin Perlmutter Mr. and Mrs. Chester W. Phillips* Ms. Rachel B. Phillips Pisgah Chapter of Trout Unlimited* Mrs. Rebecca Pittman Ms. Diane J. Plott Mr. and Mrs. Lawrence Pohlmann Mrs. Grace Poli* Ms. Susan Portman Mrs. Meridith Elliott Powell Ms. Martha M. Pratt Ms. Janet Price-Ferrell Purple Sage Gourmet - Wine - Catering Dr. and Mrs. Jerald D. Pyles Q-S Mrs. Josephine E. Quillen Mr. and Mrs. Joseph M. Rabb
Rabbit and Company Radio Hendersonville Inc WHKP* Ms. Emily Reback Mr. Winthrop Reed Reed Foundation, Inc. Mr. and Mrs. Hal Reid Mr. Herbert M. Remley Mr. and Mrs. Morgan J. Reynolds* Mrs. Betty J. Rhodes Mr. and Mrs. Garley Riggs Mr. and Mrs. R. Garley Riggs Mr. Edward Roberts Mr. and Mrs. Fletcher H. Roberts Mr. and Mrs. William Robichaux Mr. and Mrs. Dave Robinson Mr. and Mrs. Travis O. Rockey Mr. and Mrs. Glenn Rodgers Mr. Kieran Roe Mrs. Charles Rogers, Jr. Mr. and Mrs. Randolph C. Romeo Mr. and Mrs. Ronald A. Rosenberger* Ms. Jacqueline L. Ross Mrs. Phyllis C. Rothrock* Mr. and Mrs. James W. Rudisill Ms. Janice Russell Saint James Episcopal Church* Ms. Sandie Salvaggio-Walker* Dr. and Mrs. William D. Sandborn Ms. Diane Scarano Ms. Carla Schell Mr. Chris Schenck Ms. Cynthia Schirmer Mr. and Mrs. Gerald Schmode Mr. and Mrs. Donald Schoeff Mr. and Mrs. Ed Schoen Mr. and Mrs. David Scott Dr. and Mrs. Phillip A. Sellers Mr. David M. Shadron and Mrs. Susan Mangrum Dr. and Mrs. Charndra Sharma Ms. Sandra Pride Shaw Mr. and Mrs. Adam L. Shealy Dr. and Mrs. Glenn Shefter Shefter & Fertik, P.A. Ms. Tracye O. Sheley Mr. and Mrs. Stan Shelley Shelley’s Jewelry Dr. Kenneth Shelton and Mrs. Margaret D. McClung Thos. R. Shepherd & Son Mrs. Frances O. Sherman* Mr. and Mrs. Donald L. Shoemaker Mr. Paul Shogren
Mr. and Mrs. Robert G. Shuford Ms. Janet Slack Mr. and Mrs. Bryant Smith Mrs. Martha L. Smith Mr. and Mrs. Park B. Smith, Jr. Mr. and Mrs. Paul L. Smith Mr. and Mrs. Odd A. Solbakken Mr. and Mrs. Donald R. Songer* The South Financial Group Spectrem Group Mr. Herbert A. Spies & Mrs. Eleanor G. Wilson* Mr. and Mrs. Frank Spinale Ms. Patricia Stafford Dr. and Mrs. Michael A. Stang State Farm Insurance Companies Mr. and Mrs. Robert V. Staton Mr. Lewis F. Steinbach* Mr. and Mrs. Edward B. Stephens Mr. and Mrs. Mark W. Sterling Mr. and Mrs. Richard Stevens Mr. and Mrs. Blaine W. Stevenson Ms. Eunice D. Stewart Mr. and Mrs. Fitz Sthreshley Mr. James Stike Colonel and Mrs. C. D. Strider Mr. and Mrs. Robert H. Strippel Mr. and Mrs. William D. Strobel* Mr. and Mrs. Gerry K. Stronach Mr. and Mrs. Arthur E. Stuenkel* Mrs. Mehri Stull* Mr. and Mrs. Brian E. Stuller Ms. Donna D. Sullivan Mrs. Mary Sullivan SunTrust Bank Mrs. Kim Surrett Mr. and Mrs. Bill Swafford Mr. and Mrs. Kenneth W. Swayze Ms. Marjorie D. Swofford Mr. Edward Szabla
Van Winkle, Buck, Wall, Starnes & Davis, P.A. Mrs. Estelle Vaughn Mr. and Mrs. Pat Vermillon Dr. James and Mayor Barbara Volk* Ms. Jean A. Wagner Mr. and Mrs. Virgil D. Wagner* Mr. and Mrs. James F. Walsh Reverend David Warren Mr. and Mrs. Charles Waters* Mr. Bob Watson Mr. and Mrs. Carl W. Weaver Mr. and Mrs. Harry K. Weeks Mr. and Mrs. George C. Wells Mr. and Mrs. John E. Wells Mr. and Mrs. James Wermeister Mr. and Mrs. Josh Werts Mr. and Mrs. Malvern S. West West Henderson High School Ms. Vera C. Westall Western Carolina Community Action Mr. and Mrs. John E. Whitaker Ms. Alberta H. White Whitmire & Beeker Wickwire Gallery Ms. Peggy Wike Mr. and Mrs. Dirk A. Willms* Mrs. Mary Ruth C. Wilson WNC Family Medical Center, PLLC WNC Magazine Mrs. Ruth Wodock Mr. and Mrs. Richard Wojick Mr. and Mrs. Michael Wollinger Mrs. Clara C. Wood Dr. and Mrs. Robert D. Wood Mr. and Mrs. Kenneth R. Youngblood* Larry Joe Youngblood Estate* Mr. Rimas Zailskas and Ms. Mary DiOrio
T-Z The Beehive The Healing Place, Inc.* Mr. and Mrs. J. Thibodeau Mr. and Mrs. David Thompson Mr. and Mrs. James A. Thorndike, Jr. Times-News Ms. Frances Tindal Town of Laurel Park Umi Japanese Restaurant and Sushi Bar United Way of Henderson County*
33
35
VINTAGE CAROLINA
THANK YOU, VOLUNTEERS
On March 1, 2010 the Community Foundation of Henderson County, along with our sponsors, hosted the Fifth Annual Vintage Carolina event at the Hendersonville Country Club. Guests enjoyed an evening of fine foods, high spirits and reflections on our community by connecting with the past, being involved in the present, and investing in our Future.
2009-2010 Committee Members and Volunteers
Over 280 guests experienced an evening of culinary delights, exquisite libations, and entertainment while participating in the past and looking to the future. The guests enjoyed selections of wine and beer provided by a variety of area distributors, listed below, and sampled an array of specialty dishes and desserts prepared by area chefs. As guests mingled they enjoyed the live music of Simply Said.
Event Sponsors:
Confections
Carolina First
Lake Pointe Landing
Thos. Shepherd & Son
McConnell Farms Super Premium Ice
SunTrust Times-News WHKP
Cream Van’s Chocolates
First Citizens Bank
High Spirits:
(Sponsor of Vintage Bucks)
Wine
Lake Pointe Landing
Blue Water Seafood Company &
AltaVista Wealth Management
Wine Market
Bold Life
Flat Rock Wine Shoppe
Macon Bank
Laurel Park Wine Market
Morrow Insurance Agency
Purple Sage Gourmet-Wine-
Mountain 1st Bank & Trust
Catering
Miller’s Fine Drycleaning
Rabbit and Company
The McKibbin Family-Henderson Oil
Shelton Vineyards
Company Van Winkle Law Firm
Beer
WNC Magazine
Appalachian Craft Brewery Highland Brewing Company
Fine Food: Black Rose Chef Starr to Go Flat Rock Back Room Hendersonville Country Club Inn on Church Never Blue Umi Japanese Fine Dining
*Special thanks to the Hendersonville Country Club for their support.
Audit Rob Cranford (Deceased Feb. 2010) Vaughan Matthews Randolph Romeo Lee Thomas Hall Waddell, Chair Development Rick Austin, Chair Betsy Armstrong-Price Gus Campano Tom Cooper Rob Cranford (Deceased Feb. 2010) Bernd Linder Dot Marlow Dirk Willms Communications Ruth Birge Stuart Cohn Stan Duncan Kristin Huntley Pam Prather Randy Romeo, Chair Lauretta Sthreshley Executive Rick Austin George Bond Gus Campano, Chair Jana Humleker Sharon Koffman Pat Robinson Carl Weaver Finance Rick Austin George Bond Gus Campano Sharon Koffman, Chair Dirk Willms
Grant Doug Arney Opal Black Pat Jones Vaughan Matthews Shirley McGee Pat Robinson, Chair Cheryl Smith Cindy Cason Ward
Celia Hinds-Engelman Toby Linder Kimbela McMinn Mickey Mugan Ron Partin Will Penny Phil Sellers Willa Stone
Investment John Bell Page Ciordia Tom Darnall Madeline Daubert Kathleen Fetherolf Judy Havard Al Roberts Carl Weaver, Chair Donalee Wermeister Dirk Willms Jerry Zwickel
Vintage Carolina Lauretta Sthreshley Event Chair Doug Adams Charlie Alessi Keith Dalbec Katherine Tanner Gee Jana J. Humleker Spencer Raab Maggie Sthreshley Grant Committee Members
Nominating Rick Austin, Chair Gus Campano Ed Cushing Madeline Daubert
Office Support Susan Kincaid Judy Cypers
Recognition George Bond Kristin Huntley Pat Jones, Chair Charlotte Cato Scholarship Dale Bradshaw Frank Byrd Hardy Chandler Keith Dalbec, Chair Paula DeLorenzo Bill Dewey Stan Duncan Cheryl Hagymassy
Fletcher Advisory Committee Doug Arney Steve Green Johnnie Washington Ron Whittemore Ken Youngblood Rudnick Advisory Committee Steve Jackson Peggy Judkins Sherri Metzger Note: Gus Campano serves as ex-officio for all committees
35
FINANCIAL REPORT Statement of Financial Position – June 30, 2010 (With Comparative Totals for 2009)
Assets Current assets: Cash and equivalents Receivables Prepaid expenses Total current assets Contributions received Property and equipment, net Investments Total assets Liabilities and Net Assets Current liabilities: Grants and scholarships payable Accounts payable and accrued liabilities Liability under trust agreements, less current portion Liability under trust agreements, less current portion Funds held as organizational endowments Total liabilities Net assets: Unrestricted Restricted: Temporarily restricted Permanently restricted Total restricted Total net assets Total liabilities and net assets
2010
2009
$3,840,385 1,793 26,095 3,868,273 1,791,589 708,490 55,456,074 $61,824,426
$1,340,696 811 17,820 1,359,327 1,969,747 751,199 52,802,444 $56,882,717
$226,973 13,062 316,156 556,191 2,380,568 4,367,051 7,303,810
$309,000 6,094 330,813 645,907 2,463,979 3,988,851 7,098,737
2,309,487
1,791,158
6,183,239 46,027,890 52,211,129 54,520,616
3,124,861 44,867,961 47,992,822 49,783,980
$61,824,426
$56,882,717
FINANCIAL REPORT Statement of Activities – Year Ended June 30, 2010
Figures on this page and the previous page were condensed from our audit, conducted by Painter, Russell & Associates, PLLC. Copies of the full audit are available by calling the Foundation Office. We also file a form 990 with the IRS. This form is available for review at the Foundation office or by visiting our website, www.CFHCforever.org
(With Comparative Totals for 2009)
Public support and other revenues: Contributions Less amounts received for organizational endowments Contributions, net Investment income Management fees Change in value of split interest agreements Transfers from trusts Net fundraising income Other income Net assets released from restrictions Total public support and other revenues Expenses: Grants Less organizational grants Grants, net Program services Supporting services Total expenses Change in net assets before unrealized gains (losses) on investments Net realized and unrealized gains (losses) on investments Increase (decrease) in net assets Net assets at beginning of year Net assets at end of year
Unrestricted
$15,388 15,388 59,995 33,458 54,619 104,587 34,050 37,437 3,108,430 3,447,964
1,997,827 158,146 1,839,681 761,949 391,122 2,992,752 455,212 63,117 518,329 1,791,158 $2,309,487
Permanently Restricted
Temporarily Restricted
$267,783 267,783 1,303,524
Total 2010
$599,985 8,934 591,051
37,758 (673,465) 4,274
568,878
(3,108,430) (2,168,556)
1,159,929
Total 2009
$883,156 8,934 874,222 1,363,519 33,458 92,377 38,324 37,437 2,439,337
$1,870,555 34,372 1,836,183 1,951,772 33,052 771,812 50,367 24,304 4,667,490
2,638,165 226,330 2,411,835 866,042 536,382 3,814,259 853,231 (12,054,377) (11,201,146) 60,985,126 $49,783,980
-
-
-
-
1,997,827 158,146 1,839,681 761,949 391,122 2,992,752
(2,168,556) 5,226,934 3,058,378 3,124,861 $6,183,239
1,159,929 1,159,929 44,867,961 $46,027,890
(553,415) 5,290,051 4,736,636 49,783,980 $54,520,616
37
BOOK OF MEMORY & HONORARIUMS Gifts given 7/1/09-6/30/10 The Community Foundation accepts gifts in honor of friends and family. This year the Community Foundation received gifts honoring the following people:
Book of Memory Anyone can make a gift to the Community Foundation in memory of a cherished family member or friend. The Community Foundation places all of the names in a permanent Book of Memory which is on display in our office. The following names were placed in the Book of Memory in 2009-2010:
Lorraine Bellamy Mrs. Frances O. Sherman Mrs. Anne Browning Mrs. Frances O. Sherman Jessica Claydon Mrs. Frances O. Sherman Jimmie L. Clemons Mrs. Frances O. Sherman Rob Cranford Mrs. Dorothy D. Marlow McConnell Family Charitable Fund* Jewel Dixon Mr. David M. Dixon Mr. Donald Dixon Ms. Debra Dixon Doss Ms. Jean M. Lightner Mr. Raymond L. Martin Ms. Diane J. Plott Ms. Donna D. Sullivan Dawn Dixon Martin Mr. David M. Dixon
38
Mr. Donald Dixon Ms. Debra Dixon Doss Ms. Jean M. Lightner Mr. Raymond L. Martin Ms. Diane J. Plott Ms. Donna D. Sullivan Mrs. Evelyn Farnsworth Mrs. Frances O. Sherman Frankie FitzSimons Mrs. Dorothy D. Marlow Mary Lee Allen Forsythe Mr. and Mrs. C. Pat McKeever Ms. Elaine Brown Ms. Deborah S. Buck Mr. and Mrs. William N. Detisch Mr. Glenn Forsythe Mr. and Mrs. Barry L. French Mr. and Mrs. Ronald S. Hylen Mr. Albert Kimmel Mr. Randy Wilkinson & Ms. Melissa Kimmel Mr. and Mrs. Edmund L. Liguori Mr. and Mrs. Francis Mignano Mr. and Mrs. Richard D. Murphy Dr. Seth P. Novoselsky and Mrs. Novoselsky Mr. and Mrs. Lawrence Pohlmann Mr. and Mrs. Glenn Rodgers Mr. and Mrs. Ed Schoen Mr. and Mrs. Mark W. Sterling Mr. and Mrs. Blaine W. Stevenson Mr. and Mrs. John E. Whitaker FISH, Inc.
* Funds of Community Foundation of Henderson County
Anna Wesley Huneycutt Mr. and Mrs. William Alison Mr. Kareem Ar-Rushdi Mr. and Mrs. Bradley S. Baldwin Mr. and Mrs. Warner Behley Mr. and Mrs. Steve Breckheimer Ms. Carolyn G. Brewer Mr. and Mrs. Jere Brittain Mr. and Mrs. George W. Carnes Jr. Ms. Karen C. Carnes Mr. Aubrey T. Carruth Mr. and Mrs. John R. Champion Mr. and Mrs. David R. Cook Mr. and Mrs. Keith Dalbec Ms. Sue Dale Mrs. Cathy Diepholz Mr. and Mrs. Jonathan Eddy Mr. and Mrs. Kenneth Elingburg Ms. Carol M. Foerstner Mr. and Mrs. Mark Frangesh Mr. and Mrs. David L. Franklin Mr. and Mrs. Samuel H. Fritschner Mr. and Mrs. Joe H. Harwell Mr. and Mrs. Larry I. Heimbinder Mr. and Mrs. Terry Houck Mr. and Mrs. William Humleker Mr. and Mrs. Rod Johnson Mr. and Mrs. Joseph Kane Mr. and Mrs. Craig M. Kirkpatrick, Jr. Ms. Jacqueline Lamb Ms. Ruth Larson Mr. and Mrs. Jeffrey Leider Mr. Robert MacDonald Mrs. Lynn Marks Mr. and Mrs. Ken M. Michalove Mrs. Jennifer Miller Mr. Ronald D. Mitchell Mr. and Mrs. Michael Y. Newman Mr. Michael L. Oliphant & Ms. Martha L. Dysart Ms. Karen Payne Mrs. Rebecca Pittman Ms. Janet Price-Ferrell Dr. and Mrs. Jerald D. Pyles
Mr. Winthrop Reed Mr. and Mrs. Hal Reid Mr. and Mrs. R. Garley Riggs Mr. Kieran Roe Mr. and Mrs. James W. Rudisill Mr. and Mrs. Donald Schoeff Mr. and Mrs. Donald L. Shoemaker Mr. Paul Shogren Mrs. Martha L. Smith Mr. and Mrs. Paul L. Smith Mr. and Mrs. Frank Spinale Ms. Patricia Stafford Mr. and Mrs. Richard Stevens Mrs. Kim Surrett Ms. Marjorie D. Swofford Mr. and Mrs. Pat Vermillon Mr. Bob Watson Mr. and Mrs. Harry K. Weeks Ms. Alberta H. White Merrill Lynch, South Atlantic Region Management Team Hunter Chevrolet McConnell Family Charitable Fund* The Beehive Mr. and Mrs. Pat Bishop Mr. and Mrs. Louis K. Futch Dorothy (Dot) T. Hunt Mr. and Mrs. Sam F. Beck Ms. Joyce B. Bryson Mr. and Mrs. Donald E. Buck Mr. and Mrs. Herb Cunningham Ms. Edith G. Jenkins Mr. and Mrs. Fletcher H. Roberts Ms. Vera C. Westall Dr. Francis A. Buchanan Mr. and Mrs. Boyce Deitz Mr. and Mrs. John P. Gibson Ms. Barbara H. Greene Ms. Juanita D. Greer Mrs. Elsie Massie Ms. Rachel B. Phillips Mr. and Mrs. Robert G. Shuford McConnell Family Charitable Fund *
Joe Hunt and wife Dot Ms. Peggy Wike
Ruby Radford Wilson Mr. and Mrs. Jim McAbee
Patricia Blair Mr. and Mrs. Ronald Metzger
Jim Daddy Miller Ms. Kelly Carew
Al Knott Mrs. Frances O. Sherman
Hal Rather Mrs. Clara C. Wood Wilbert R. Remley Mr. and Mrs. H. A. Kallio
Mrs. Anna Dennen Mr. and Mrs. Ronald Metzger
Jenny Mishkin Mr. and Mrs. Ronald Metzger
Mr. George Didier Mr. and Mrs. Ronald Metzger
Mr. & Mrs. Gary Nordstrom Mr. and Mrs. Ronald Metzger
Frier Family Mrs. Mary Ellen Frier
Dr. Page Alpha Upsilon NC chapter of Alpha Delta Kappa
Madge Laughter Mrs. Frances O. Sherman Peggy L. Lovvorn Mr. and Mrs. Lee D. Lovvorn, Sr. Glenn C. Marlow Dr. and Mrs. John L. Kinlaw Mr. and Mrs. Donald R. Songer Wilma McAllister Mr. Donald A. McAllister Andrew Edward McCaw Mrs. Cathy McCaw Engelman Duane McKibbin Mr. and Mrs. C. B. Edwards Mr. and Mrs. William Francis Mr. and Mrs. Paul E. Jordan Mr. and Mrs. Robert S. Middlemas Henderson Oil Company Lucile V. Means Mrs. Joelyn Baker Mr. Boyce Baker Mr. Eric Means Ms. Joan Berry Ms. Gloria Dixon Ms. Dorothy Means Ms. Martha M. Pratt Ms. Jacqueline L. Ross Ms. Tracye O. Sheley Ralph “Doc” Moore Mills River Volunteer Fire Department Betty Ann Pace Mrs. Frances O. Sherman Mr. and Mrs. Robert H. Strippel Paul M. and Betty Parsons Colonel and Mrs. Rick Parsons
Kalman Sherman Mrs. Patti Leonard Mr. Brian Lovvorn Mrs. Peggy McKibbin Dr. and Mrs. Michael A. Stang, M.D. Mr. and Mrs. Gerry K. Stronach
Jeannie Gooch Mr. and Mrs. Jim McAbee
Kristen Sue Shetterly Mrs. Polly Derr
Mr. & Mrs. Thomas Head Mr. and Mrs. Ronald Metzger
Jacob Swanson Mr. and Mrs. H. A. Kallio
Hobbs Girls Christian Hobbs
Priscilla Thorndike Mrs. Frances O. Sherman
Dr. Jones Alpha Upsilon NC chapter of Alpha Delta Kappa
Pat Whitmire Mr. and Mrs. Jim McAbee Mrs. Joan C. Williford Mrs. Frances O. Sherman Joe Youngblood Mrs. Dorothy D. Marlow
Honorariums The Community Foundation accepts gifts in honor of friends and family. This year the Community Foundation received gifts honoring the following people:
Bachrach family Mrs. Mary Ellen Frier Art and Susie Bender Mr. and Mrs. Joseph M. Rabb Bert and Dorothy Blair Ms. Marty L. Blair
Korzen Family Mrs. Mary Ellen Frier Caroline Langley Mr. and Mrs. Robert Langley Mr. & Mrs. Joe Lindell Mr. and Mrs. Ronald Metzger Elmetta Linder Mr. and Mrs. Jim McAbee Dot Marlow Mr. and Mrs. Jim McAbee Mary Frances McAbee Mrs. Dorothy D. Marlow Peggy McKibbin Mr. and Mrs. Dave Robinson Ms Jane Mellon Mr. and Mrs. Ronald Metzger
Mr. & Mrs. Walter Pusey Mr. and Mrs. Ronald Metzger Phyllis Rothrock Mr. Ronald L. Callahan and Mrs. Linda C. Hoyle Mrs. Patricia Shavlan Mr. and Mrs. Ronald Metzger Sandra & Catherine Shaw Ms. Sandra Pride Shaw Emily and Conan Shearer Mr. and Mrs. Charles Waters Kalman & Francee Sherman Mr. and Mrs. Rex Banadyga Harriett Sterling Mr. and Mrs. Jim McAbee Ms. Laura Ruth Todd Mr. and Mrs. Ronald Metzger Wandy Waggoner Mr. and Mrs. Donald N. Henderson
BOARD OF DIRECTORS & STAFF — 2009–2010
Chair Gus Campano President Glade Holdings, Inc.
V i ce Ch ai r Jana Johnson Humleker Community Volunteer
Treasurer Sharon Koffman VP/Chief Financial Officer (Ret.), Midland Community Foundation
Secretary Carl Weaver Arthur E. Spellisy (Ret.)
Assistant Secretary Pat Robinson Community Volunteer
Assistant Secretary George Bond Coordinator, Western NC Partnership for Public Health
Past Chair Rick Austin, CFP® Trio Properties of Hendersonville, LLC
Doug Arney Production Manager, Steelcase (Ret.)
Ruth Birge Community Volunteer Interim Director, United Way of Henderson County
Keith Dalbec Educator (Ret.)
Kristin Huntley Community Volunteer
Patricia F. Jones Community Volunteer
Vaughan Matthews Information Technology British Petroleum (BP) (Ret.)
Kimbela McMinn Financial Services Representative First Citizens Bank & Trust
Ron Parton Educator (Ret.)
Randolph C. Romeo Attorney at Law
Cheryl S. Smith Interior Designer, Cheryl Smith Associates
Dirk A. Willms, CFA Executive Director (Ret.), UBS Global Asset Management
CFHC STAFF
McCray V. Benson President/CEO
40
Marty Blair Administrative Assistant
Kathryn McConnell VP Community Philanthropy
Diane Atwood VP Finance
Lee Henderson-Hill Foundation Relations Manager
Amanda B. Werts Donor Services Officer
Rachel Whitmire Bookkeeper
MISSION & VISION STATEMENTS The Community Foundation of Henderson County is helping people who care make lasting contributions to causes that matter. The Community Foundation of Henderson County is a highly visible, philanthropic leader directed by an engaged and committed board, staffed by qualified employees, empowering donors at all levels to invest in professionally managed charitable funds that address community needs.
Community Foundation of Henderson County Physical address:
401 N. Main Street, 3rd Floor Hendersonville, NC 28792
Mailing address:
P.O. Box 1108 Hendersonville, NC 28793
Phone:
(828) 697-6224
Fax:
(828) 696-4026
E-mail:
info@CFHCforever.org
Web site:
www.CFHCforever.org
Tax ID#
56-1330792
Report Credits: Editor Lee Henderson-Hill Search for Community Foundation of Henderson County.
Foundation Relations Manager, Community Foundation of Henderson County
Design Market Connections Asheville, NC www.marketconnections.com
Contributing photographers Confirmed in compliance with National Standards for U.S. Community Foundations.
Tracy Turpen paulvincentphotography.com
2009-2010 Highlights •
More than $1.8 million in contributions
•
Over $62 million in assets
•
More than $1.9 million in grants awarded
•
Average fee per fund under 1%
Community Foundation of Henderson County 401 N Main Street, 3rd Floor PO Box 1108 Hendersonville, NC 28793 (828) 697-6224 • www.CFHCforever.org