>
BE GREATER
For Good. For Ever.
2016 Annual Report
For Good. For Ever.
Our mission is to provide leadership on community solutions, and foster philanthropy that connects people who care with causes that matter.
The photographs in this report reflect the unique ways the Community Foundation is making our Fundholders’ philanthropy and Broward BE GREATER. Visit cfbroward.org/begreater for the stories behind these images.
table of contents Letter from Chairman and CEO 3 Board of Directors 4-9 Year in Review 10-11
> Values 12-13 > Knowledge 14-15 > STRENGTH 16-17 > Connection 18-19 > Legacy 20-21 Grants 22-29 Community Builders 30-31 Legacy Society 32-33 Professional Advisors Council (PAC) 34-35 Staff 36-37 Financials 38-39 Your Philanthropy Experience 40-42
We gratefully acknowledge our friends who make this publication possible.
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Harry T. Mangurian, Jr. Foundation, Inc.
charting your course
LaBate, Tidwell & Associates
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Although virtually unknown, innovator Thomas Harriot was the first to map the moon, influenced Galileo, shaped the science of algebra and created the greater than symbol (>).
He believed “to be greater requires turning ‘what if’ into ‘what is’.”
We agree.
Strong and Stable
Outstanding Fiduciary
32
Years
of Experience
$89M in grants since inception
450
Philanthropic Expertise
Community Knowledge
Total Charitable Funds
Since 2010,
6,000
nonprofit leaders
have benefitted from Foundation leadership programs.
Inform, Empower, Connect
1,280 total site visits
6,400 total grant applications received
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>
BE GREATER As a Community Foundation of Broward Fundholder, you don’t need to be convinced to give — it is central to who you are. What you want is to squeeze every drop of possibility out of your philanthropy. That’s why you turn to us, to make your giving BE GREATER. To give your philanthropy clarity of purpose, we take the time to understand what makes you tick. Armed with this information, we ensure your Fund supports the difference you want to make. Our 32-year track record of creating a stronger community proves we get the job done. You can see how we can BE GREATER together when we craft your philanthropy plan, provide a behindthe-scenes look at this community’s challenges and treasures, and show you your philanthropy in action. This annual report chronicles that work and how the Community Foundation makes your philanthropy, your community and your legacy BE GREATER than you could have ever imagined.
Linda B. Carter President/CEO
William A. Snyder Board Chairman
4 | BE Greater | 2016 Annual Report
>
BOARD
OF DIRECTORS
Our Board of Directors is comprised of 22 of Broward’s most passionate and influential civic leaders who encourage others to be greater. They provide oversight and business acumen to the Foundation in our efforts to inspire philanthropy and transform lives. Through effective governance, these Board members prove that only together can we make Broward BE GREATER.
L-R: General James W. Monroe, Alice Lucia Jackson, William A. Snyder (Chairman), Cori Flam Meltzer, Anne K. Joyner, Margarita T. Castellon
James W. Monroe is a retired U.S. Army two-star General who served 35 years of continuous active duty. He is the former president/CEO of the AGES Government Group (a subsidiary of Volvo Aero). He and his wife founded Monroe and Monroe Consulting, a referral-only business focused on organizational leadership, structure and efficiency. Alice Lucia Jackson recently completed a 34-year career in
commercial real estate as senior vice president of Jones Lang LaSalle. Her honors include the 2009 Office Broker of the Year and Power Broker from 2006-2015. She is a Leadership Broward graduate, a Tocqueville Society member and serves on the Cleveland Clinic Florida committee of expansion. She is a former board member of Jack and Jill Children’s Center and Friends of WLRN.
William A. Snyder Chairman, is the founder of the law firm
Snyder & Snyder, P.A. and an adjunct professor at the University of Miami Law School. He is a fellow in the American College of Trust and Estate Counsel (ACTEC). Bill was recognized by Worth magazine as one of the “Top 100 Attorneys” in the U.S. and has been listed in The Best Lawyers in America® in Trusts and Estates.
Cori Flam Meltzer is an attorney, a Florida Supreme Court certified mediator and the principal of CFM Mediation. She is a frequent lecturer on mediation and negotiation strategies as well as how women can be more effective negotiators. She is one of the co-founders and vice-chair of the board of City Year Miami. Anne K. Joyner formerly served as the agency coordinator of Cities in Schools and co-owned a meeting and convention planning service. Anne has served on the boards of Stranahan House, Broward Outreach, Greater Fort Lauderdale Film Festival, Junior League of Greater Fort Lauderdale, Jack & Jill Children’s Center and the University of Miami’s Forum on Women’s Health. Margarita T. Castellon has served in the Florida and U.S.
Capitols in government and business relations. She leads the AT&T team that meets telecommunications needs of government and education entities in Broward and is an adjunct professor at St. Vincent de Paul Regional Seminary. Margarita is the recipient of the Economic Development Leadership Award of the Greater Ft. Lauderdale Alliance and the President’s Volunteer Service Award.
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More than 121 recognized leaders in our community have served on our Board since 1984.
Bacardi L. Jackson (Secretary), Ramon A. Rodriguez (Vice Chairman), Louise F. Dill, Steven W. Hudson (At Large), Karen Mitchell Curran (Treasurer)
Bacardi L. Jackson Secretary, is counsel and managing attorney for the Florida office of Tucker Law Group, LLC. As a trial and appellate attorney, she practices employment, higher education, personal injury, landlord liability, civil rights and constitutional law. She is active in the National Association of Minority and Women Owned Law Firms and serves on the boards of Leadership Florida and Broward College Foundation. Ramon A. Rodriguez Vice Chairman, is chairman of the Board
of Directors of Republic Services, Inc. He was president and CEO of Madsen Sapp Mena Rodriguez & Co. and founder of DME Corporation. Ramon presently serves on the boards of South Florida PBS-Channel 2 as well as PBS. He is past chairman of the Florida Board of Accountancy and past president of the Florida Institute of Certified Public Accountants.
For more about Broward’s best Board members, visit cfbroward.org/board
Louise F. Dill is a retired bank executive with extensive sales and
marketing experience in private wealth management. She has served on the boards of numerous organizations, including the NSU Art Museum, Broward Center for the Performing Arts Foundation and The Bonnet House. Louise currently provides sales and marketing consulting services to the nonprofit and for-profit sectors.
Steven W. Hudson At Large, is president of Hudson Capital Group. He is past chairman and longtime board member of the Humane Society of Broward County and serves as a director on the executive committee of Broward Workshop. He graduated from Southern Methodist University in Dallas, Texas, with a Bachelor of Science degree in business economics. Karen Mitchell Curran Treasurer, is audit partner and
office managing partner of KPMG’s Fort Lauderdale office. She serves as chair for the local KPMG’s Network of Women and co-chairs the local Women Corporate Directors Chapter. Karen has been honored as a woman leader by the Boys and Girls Club and South Florida Business Journal. She is a former Miami City Ballet board president and chairman.
6 | BE Greater | 2016 Annual Report
>BOARD
OF DIRECTORS
L-R: Jaret t S. Levan, James Donnelly, Michael G. Landr y, Cynthia Borders-Byrd, John Of ferdahl, Edward T. Hashek
Jarett S. Levan is president of BBX Capital Corporation and
CEO of BBX Sweet Holdings. He is executive vice president of BFC Financial, a diversified holding company and serves on the boards of Broward Performing Arts Foundation, NSU Art Museum, Broward Workshop, Greater Fort Lauderdale Alliance and Business for the Arts of Broward.
James Donnelly is founder/CEO of the Castle Group and is a CPA, entrepreneur and philanthropist. He is chairman of the Broward Workshop and sits on the LeMieux Center for Public Policy Board of Advisors. James is a NSU Huizenga School of Business Hall of Fame member, past chair of the Florida Young Presidents Organization and South Florida Business Journal’s “Ultimate CEO.” Michael G. Landry has been involved in the asset management business since 1972. He owns Landry Trebbi Investment Corp., which holds The Pillars Hotel in Fort Lauderdale, an internationallyrenowned boutique luxury hotel. He is on the boards of the Broward College Foundation, the Broward Center for the Performing Arts and the Broward Workshop.
Cynthia Borders-Byrd is managing member of Cynthia Borders-Byrd, CPA LLC. She has more than 32 years of experience providing external audit services. Cynthia served on FICPA’s executive committee and served as chair of the Florida Board of Accountancy. She is a past board chair of Junior Achievement of South Florida, past treasurer of Delta Sigma Theta Sorority and the Fort Lauderdale Chapter of The Links. John Offerdahl operates six Offerdahl’s Café Grill restaurants. He founded Offerdahl’s Bagel Gourmet before it merged into Einstein Bros. Bagels. John was a 5x All-Pro middle linebacker for the Miami Dolphins. He was awarded the Nat Moore Community Service Award and is a former chairman of the National Christian Foundation of South Florida. John hosts the annual Gridiron Grill-Off Food and Wine Festival to “Feed the Needs of Kids in Crisis.” Edward T. Hashek has more than 40 years of IT experience in the banking industry leveraging technology. He worked with FIS, the world’s largest provider of banking and payment technologies. Ed served as a trustee for the Milwaukee Art Museum, board president of AIDS Resource of Wisconsin and board member of the Milwaukee Repertory Theatre.
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Kim Sweers, James B. Davis, Doria M. Camaraza, Armando Leighton, Jr. (At Large), Gar y Bitner
Kim Sweers is managing partner of FB Marine Group. She
currently sits on various community boards and is an active member of the Broward Workshop, Marine Retailers Association of America, the Marine Industries Association of South Florida and Florida Yacht Brokers Association.
James B. Davis is a shareholder at Gunster, a firm focused on
estate planning and taxation, corporate and business law. He has been named multiple times in Florida Trend as one of Florida’s Legal Elite and is a pre-eminent AV Rated attorney. An accomplished author of legal publications, Jim also teaches at the University of Miami Law School.
Doria M. Camaraza is senior vice president/general manager for the American Express Service Centers in Fort Lauderdale, Mexico and Argentina. Doria has been named an Ultimate CEO and one of the top 25 Most Influential Women in Business by the South Florida Business Journal. She is a board member and past chair of The Urban League of Broward County and a Broward Workshop board member.
Armando Leighton, JR. At Large, is founder and chief executive of CRS Jet Spares. Armando has received the Sun Sentinel’s Excalibur Award. He is a NSU Huizenga School of Business Entrepreneur Hall of Fame member and past board chair of both Jack & Jill Children’s Center and Gilda’s Club South Florida. Armando serves on the boards of South Florida PBS – Channel 2 and Broward Workshop.
Gary Bitner is president of Bitner Group. His firm represents
leading businesses and organizations in South Florida and beyond. He is a founder of the Worldcom Public Relations Group, the world’s largest network of independent P.R. firms. Gary is a Public Relations Society of America member and past president of the PRSA Greater Fort Lauderdale Chapter.
880 volunteer hours to help Broward BE GREATER
8 | BE Greater | 2016 Annual Report
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>Committees Executive
William A. Snyder, Chairman Ramon A. Rodriguez, Vice Chairman Bacardi L. Jackson, Secretary Karen Mitchell Curran, Treasurer Steven W. Hudson, At Large Armando Leighton, Jr., At Large
Art of Community
Armando Leighton, Jr., Chair Wayne Abbott Mary Becht Gary Bitner Earl Bosworth Cathy Donnelly Francie Bishop Good Edward T. Hashek Anne K. Joyner Jarett S. Levan John Offerdahl Tim Petrillo
Audit
Karen Mitchell Curran, Chair Francis B. Brogan, Jr. Cynthia Borders-Byrd D. Keith Cobb John Herbst
Leadership Development Jarett S. Levan, Chair Karen Mitchell Curran Louise F. Dill Michael G. Landry
Growth Plan
Ramon A. Rodriguez, Chair James B. Davis Louise F. Dill James Donnelly Steven W. Hudson Alice Lucia Jackson Kim Sweers
Investment
Michael G. Landry, Chair Joan K. Crain James B. LaBate Steven W. Hudson Charles L. Palmer Steven L. Pattison Ramon A. Rodriguez Paul C. Tanner
School is Cool
James W. Monroe, Chair Cynthia Borders-Byrd Doria Camaraza Margarita T. Castellon Daniel Gohl Bacardi L. Jackson Alan J. Levy Cori Flam Meltzer
Former Board members: Joan Crain (Chairman), Alan Levy and James LaBate
>Past Board
Suzanne Y. Allen W. George Allen Bob Avian Elliot B. Barnett* Richard A. Berkowitz Francie Bishop Good James J. Blosser Nancy W. Blosser Holly Bodenweber Francis B. Brogan, Jr. Anthony Brunson Gale M. Butler Rita Case Barbara R. Castell D. Keith Cobb Joan K. Crain Jan C. Crocker Jan R. Cummings Ward J. Curtis, Jr.* Shaun M. Davis Elizabeth C. Deinhardt* John B. Deinhardt* Louise F. Dill Patricia Du Mont Katherine M. Eggleston Richard L. Engberg Leonard L. Farber* Bernardo B. Fernandez, Jr. George E. Gadson Linda L. Gill Daniel E. Gordon Wilson B. Greaton, Jr. Howard Greenberg Barbara Grevior
William Gundlach Steven J. Halmos Frank E. Helsom Robert J. Henninger, Jr. Frederick L. Hicks David W. Horvitz William D. Horvitz* Walter E. Howard Marti Huizenga Edwin A. Huston* R. Stephen Hyatt Joseph E. Jack* Nona L. Jones Janet C. Jordan Robert B. Judd Thomas O. Katz Patricia R. Kearns Stewart R. Kester, Sr.* James B. LaBate Christine L. Lambertus Raymond H. Leightman Susie Levan Alan J. Levy Marsha O. Levy Herschell Gordon Lewis* Jack R. Loving Anne B. MacLean Patricia L. Mahaney Mark R. Maller Wendy Masi John C. McKeon H. Kent Mergler Virginia I. Miller Frederick V. Miller*
Joseph R. Millsaps* Albert J. Miniaci Chris Mobley Jan Moran Thomas P. O’Donnell* A. Gordon Oliver* Charles L. Palmer Arlene Pecora Carlos J. Reyes Leonard Robbins* Sally J. Robbins Roy L. Rogers Jacquelyn Rogow Barbara Roti John W. Ruffin, Jr. Maria T. Sanjuan Tony Segreto William L. Shillington Christopher L. Smith Raymond C. Southern George E. Sullivan William F. Sullivan Paul Tanner J. Kenneth Tate Judith M. Thiel Norman D. Tripp Leslie C. Tworoger Jose B. Valle Elaine Vasquez Douglas J. Von Allmen John M. Walsh Steven H. Woods *Deceased
10 | BE Greater | 2016 Annual Report
>impact
2016 year in review
3rd Consecutive Year in the Nation’s
Top 100
$9M
in new Legacy Society commitments bring future gifts to
Community Foundations by Asset Size
$9.2M
Record
in grants
$200 M
(as of June 30, 2016)
19%
increase from 2015
87 5,000 graduated
114
nonprofit leaders
from 41different organizations that provide
Fundholders
learned about critical needs in our community at Food for Thought experiences
full-time jobs
Top 10
Ranked in
Community Foundations Funding LGBTQ Issues
Sponsor with Class II graduates: Doria Camaraza (American Express), Kathleen Cannon (United Way of Broward County), Linda Carter (Community Foundation of Broward) and Cindy Arenberg Seltzer (Children’s Services Council of Broward County)
CFBroward.org | 11
13
since inception
$1M
Funds Granted
22
$3.8 M
Since 2011, the Foundation has invested
in innovative programs at Broward schools.
more than
$500K
Funds GranteD
8
School is Cool 2.0
Issues that Matter
300
new Funds
50 $1.4 M 100k
guests
joined our issues discussions
unique projects
across Broward County
investment
residents engaged
11K
website visits in January for our
grants launch
cfbroward.org/issuesthatmatter
$89M in total grants since inception on
Robin Haines Merrill, artist of City of Fort Lauderdale’s Painted Intersection project, awarded Broward New Times’ “Best of 2016: Best Street Artist”
Issues that Matter
12 | BE Greater | 2016 Annual Report
The Jacqueline (pictured above) and Robert J. Niehaus Charitable Fund was established in 2014 and currently provides students with instruments and training through Florida Youth Orchestra’s Music S.T.E.P.S. Program.
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>values
When your giving mirrors who you are, it feels good and it makes a bigger difference. To provide this clarity of purpose, we created the Values 360° experience to make sure our Fundholder’s values direct their giving. When Fundholder Jacqueline Niehaus undertook her Values 360° experience with our team, she reviewed a set of concise definitions to narrow her core values to a few carefully considered elements. Through conversations with Jacqueline, our team defined what lay at the heart of her philanthropic goals and helped generate her philanthropic mission.
“Finally, I had a real game plan to make a difference to the causes I care about. It helped me make sense of it all,” Jacqueline said. “My giving suddenly became more strategic and more meaningful.” One insight Jacqueline discovered was the importance she placed on fostering creativity and the arts in young people. This understanding enabled her Charitable Funds Manager to connect her with a Florida Youth Orchestra program that provides orchestra training and musical instruments to at-risk elementary school children. Now, each time a child in the program steps on stage to perform, the Foundation helps Jacqueline’s impact Be Greater.
14 | BE Greater | 2016 Annual Report
ECONOMIC INDEPENDENCE
97
A minimum wage earner must work
hours per week
1in3
to afford an average Broward apartment.
Broward adults are overweight or obese
GOAL: Stabilize families in crisis and move them toward economic independence.
GOAL: Combat cultural, physical and economic barriers for healthier lifestyles.
Broward Pride Broward has more same-sex couples than any county in Florida.
Dignity in Aging
Bfit (Broward Fit)
720%
jump in seniors receiving food stamps since 1995
GOAL: To strengthen programs supporting the growing population of 80+ aging adults.
Eco Broward
Youth WORK Youth unemployment is high while employers lack workforce-ready candidates.
88%
of Broward’s coastline is degrading
GOAL: Support LGBTQ civil rights, wellness and economic success.
Cancel Cancer GOAL: Support leading research, financial support and counseling services to cancer patients and their families. See page 20 for >Legacy
School is Cool GOAL: To increase graduation rates through middle school success. See page 16 for >Strength
GOAL: To increase environmental stewardship, education and conservation.
GOAL: To develop young people’s soft skills and career readiness.
Animal Welfare
30,000 domesticated animals become homeless and
12,000
native wild animals need care annually.
GOAL: Increase Broward’s capacity to care for wild and domesticated animals.
Art of Community
Youth who regularly participate in the arts are
4x
more likely to perform community service. GOAL: Promote civic engagement through the arts to bridge, bond and build communities.
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>knowledge
Broward is one of the nation’s fastest growing counties. With 1.9 million residents it has a population larger than 15 U.S. states. And its population is now Florida’s most diverse with more than 100 languages spoken in Broward homes. This growth and diversity presents community challenges and more importantly, provides many opportunities for us all to collaborate and make Broward BE GREATER. To get to the heart of these opportunities and challenges, the Foundation’s team conducted an 18-month community needs investigation. Our research compared data analysis with extensive community conversations. The result was the creation of a dynamic five-year road map to address ten critical issues that matter (see left page). None of the issues have an easy fix and all of them require building wide-spread consensus. Many Fundholders choose to work with the Foundation because this work is complex. These Fundholders know we excel when challenges are most difficult and have the ability to mobilize resources to address big issues. This year our work has identified clear plans, aligned with the community partnerships necessary to achieve them and created welldefined goals to measure success. Work is already underway. The Foundation is currently leading efforts across Broward through support of projects that protect our environment to those that will help families pull themselves out of poverty. In doing so, the Foundation helps to make the scale of Fundholders’ philanthropy and their community BE GREATER.
“Our Fund empowers us to make the greatest impact possible on Broward’s most critical issues.” - Wil Greaton The Wil and Susan Greaton Fund of the Community Foundation of Broward This year, Wil and Susan Greaton have supported four critical issues identified by the Foundation’s community investigations. Through their unrestricted Fund established 28 years ago, they have supported issues ranging from cancer research and environmental conservation, to traffic safety and education.
16 | BE Greater | 2016 Annual Report
Meet the 13 Broward County principals who are working with us on School is Cool 2.0 this year. Visit cfbroward.org/cool for more about innovative curriculums and partnerships taking place inside middle school classrooms.
CFBroward.org | 17
>strength
Broward County Public School District (BCPS) is the sixth largest public school system in the U.S. with a budget of $5.3 billion and 39,000 employees. To spark innovation within such an organization to make it BE GREATER requires a strong and stable partner. The Community Foundation of Broward has become that partner. In 2011, the Community Foundation’s record of successful innovation convinced BCPS to open the doors of 16 Broward middle schools to the Foundation’s proposed School is Cool strategy. The concept was to support partnerships between teachers working with struggling students and nonprofit professionals helping those same students outside the classroom. The result was a coordinated approach to increase high school graduation by improving middle school students’ Attendance, Behavior and Course performance in reading and math (ABCs). Five years of implementation data proved School is Cool worked and the Foundation pressed for expansion of its BCPS partnership. Today, School is Cool 2.0 is integrated within BCPS programs targeting struggling middle school students and providing opportunities ranging from career exploration to computer coding. The work has also influenced BCPS culture, building a new entrepreneurial spirit in school principals and a greater level of accountability. Performance of students enrolled in 2.0 is now compared with all BCPS students to measure and evaluate impact.
“What we have created in partnership with the Community Foundation to improve student achievements through the new School is Cool 2.0 can be a national model for success.” - Robert Runcie, BCPS Superintendent
School is Cool 2.0 is a game changer for BCPS struggling middle schools. The Foundation can spark this innovation in others because our hard-won reputation gives us a seat at the table and our strength allows us to stick with work that takes years to bear fruit. The work has made the impact of Fundholders and the future of the students they help BE GREATER.
school is cool MATH
72%
of youth with baseline D’s and F’s improved their grades.
READING
77%
of youth with baseline D’s and F’s improved their grades.
BEHAVING POSITIVELY
86%
of youth demonstrated positive behaviors and were not suspended from school.
*Quarter 4 data from 16 pilot School is Cool programs in the 2015 school year.
18 | BE Greater | 2016 Annual Report
Charitable Funds Manager, Amanda Kah, meets with donor advised Fundholders Nancy Bryant and Jerry Taylor. Amanda provides expert philanthropic counsel, due diligence and administration to make the couple’s grantmaking Be Greater.
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>connections Great philanthropists are lifelong learners who want to understand issues, discuss solutions and see their generosity in action. The Foundation’s suite of services informs, empowers and connects these philanthropists to make their giving and their community BE GREATER.
The day-to-day architect of each Fundholder’s experience is a dedicated Charitable Funds Manager. These professionals are focused on preserving Fundholder’s values and advancing the causes they care about. Charitable Funds Managers vet all nonprofit organizations, report on grant impact and handle Fund administration. Many Fundholders also take advantage of PhilNet™, the Foundation’s online tool, to stay connected to their philanthropy anywhere, anytime. Using PhilNet™, Fundholders can review grant opportunities; make on-the-spot grant recommendations; and view their giving history from a smartphone, tablet or laptop. Grantmaking in person or online feels good, but nothing compares to seeing your philanthropy in action. Year-round Foundation experiences give Fundholders exclusive behind-the-scenes access to our work and provide the chance to meet and mingle with fellow philanthropists. Guided site visits, special reports, Fund impact snapshots and celebration events make each Fundholder’s philanthropy more personal, more informed and more thoughtful. Together these annual services and the team behind them make sure each Fundholder’s impact and joy can BE GREATER.
Heidi Schaeffer (R) overcome with joy during CREATE’s grand opening.
With help from her Charitable Funds Manager, Dr. Heidi Schaeffer is leading the fight against human trafficking. Florida ranks 3rd in the U.S. for this crime. A grant from the Heidi Schaeffer Charitable Fund established the Coalition for Research and Education Against Trafficking and Exploitation (CREATE) at NSU.
20 | BE Greater | 2016 Annual Report
Through the Foundation, leading cancer researchers and service providers in Broward met for the first time and are now fostering partnerships to bring life-changing solutions to individuals affected by cancer. Visit cfbroward.org/cancelcancer to hear them talk about their discoveries.
> Grants to cancel cancer Safety of Cancer Drug JFD-WS
Prostate Cancer Research
Touched by Cancer Support
Cancer Research & Support
Rumbaugh Goodwin Institute for Cancer Research of NSU $50,000 To establish the safety of the new anti-cancer drug named JFD, which has the potential to be used for treating breast, prostate, ovarian and colorectal cancers.
Gilda’s Club South Florida $25,000 200 women will receive support services and cancer education about the importance of early detection and screening for breast and lung cancer.
FIU College of Arts, Sciences & Education’s Biomolecular Sciences Institute $75,000 Experts in cancer biology, DNA repair and drug screening will continue to explore new leads for drug treatments of prostate cancer.
Holy Cross Hospital $50,000 To provide cutting-edge new cancer therapies to 50-100 patients and offer SNaPshot molecular testing and clinical trial screenings for survival.
Molecular Testing
UM Sylvester Comprehensive Cancer Center $100,000 To provide state-of-the art molecular analysis of tumors from 70 metastatic cancer patients to improve their clinical outcomes, identify therapeutic targets, and understand molecular differences in patients of various demographic backgrounds.
Cancer and Art Therapy
Cleveland Clinic Florida $34,000 To assess the effectiveness of art therapy on cancer patient’s mood, anxiety and pain during chemotherapy treatments.
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>Legacy
A truly powerful legacy is relevant and impactful forever. The desire to make a difference beyond a single lifetime is why philanthropists choose to work with the Community Foundation of Broward. The Foundation ensures no Fund becomes redundant and that every philanthropist makes a meaningful difference even as community needs change. Few fields have changed more than cancer research, a cause several Fundholders have directed the Foundation to address in their name. These Fundholders trusted us to follow the path of cutting-edge cancer research wherever it led to support programs of excellence and potential. Today, the Foundation is supporting organizations that didn’t exist when many of these Funds began, as well as championing fields of cancer research unexamined until recently. To take advantage of these new resources and innovations, the Foundation is supporting organizations conducting promising local cancer treatment clinical trials (Phase III trials). Grants to these nonprofits are accelerating regulatory approval periods to get treatments from the laboratory to the patients who need them. To foster further innovation, the Foundation is bringing together these grantees to spark new thinking and partnerships. Grantee collaborations are already improving cancer care in our community. This work ensures the Fundholders who trusted us to address this disease remain the force behind a dynamic and strategic search for the best ways to fight cancer, save lives and make their legacy BE GREATER.
Leading Support to Cancel Cancer Mary N. Porter Cancer Research Fund Grants to date:
$550,760
Harold D. Franks Cancer Fund Grants to date:
$547,720
Donald Vander Linde Fund Grants to date:
$121,952
Total Support to Cancel Cancer:
$1.5M 31 to
different organizations
22 | BE Greater | 2016 Annual Report
>Grants
Thanks to our Fundholders, we invested a record $9.2 million in causes that matter this fiscal year. Here are just a few of this year’s grants helping to make Broward Be Greater.
>impact in numbers
$ 158,160 Arts and Culture $ 1,088,322
Civic/Community Engagement
Education/Academic
Health/Medical
$ 1,360,670
Human Services
$ 1,703,866
Animal welfare
$ 944,787
$ 3,945,148
Animal welfare $158,160 Broward County Animal Care and Adoption
Purr-fect Foster $30,000 To provide 145 basic needs kits to volunteers fostering newborn kittens and place 1,000 spayed or neutered kittens in healthy, safe and new forever homes. David W. Leonard Fund, Helen Victoria Foote Fund, Francis and Bessie McDwyer Fund
Tomorrow’s Rainbow
Grief Summit $4,000 To support grief counseling through miniature horse, Polly, and a workshop demonstrating cutting-edge research and valuable skills for resolution to grief and trauma. Harold Rosenberg Fund for Children’s Education
Flamingo Gardens Humane Society of Broward County
Surrender Prevention Program for Owned Pets $36,000 To prevent 80 pet owners from surrendering their pets by providing emergency assistance for surgical procedures, medicine, pet behavior counseling and/or temporary pet boarding. Rose Fridek Fund, Huizenga Family Unrestricted Fund, Helen Victoria Foote Fund, Community Impact Fund
Bald Eagle Habitat $15,500 Provide a new, healthy and safe habitat for two injured bald eagles, Harmony and Abe, so they can live out their lives while serving as animal ambassadors to help educate the public about their role in the ecosystems and threats to their species. Elizabeth Clark Wood Fund, Helen and Frank Stoykov Charitable Endowment Fund
Humane Alternative
Special Needs Rescue and Adoption $8,000 To provide foster homes, veterinary care and rehabilitation to 50-60 special needs animals. James Bell-Greenbaum Charitable Fund, Harold Rosenberg Fund for Children’s Education, Helen and Frank Stoykov Charitable Endowment Fund
Roo, a disabled rescue from Humane Alternative, was matched with a forever home that had a child with disabilities so they can support one another.
CFBroward.org | 23
2016 TOTAL GRANTS
$9,200,953
19% GREATER THAN 2015
Rocco heads home with his owner after surgery at Humane Society of Broward County.
Therapy Horse, Polly, provides grieving teens with an emotionally safe environment for hope and healing at Tomorrow’s Rainbow.
Abe, a 23-year old male bald eagle, had one wing amputated. He is now an animal ambassador at Flamingo Gardens.
24 | BE Greater | 2016 Annual Report
arts and culture $1,088,332 H.O.M.E.S.
13th St. StreetScape, The “ART” of Unity $75,000 To empower 500 residents in collaboration with artists to revitalize and beautify the impoverished NE 13th Street neighborhood through a large scale StreetScape. The Wil and Susan Greaton Fund, Ruth H. Brown Fund for the Arts, Mary and Alex Mackenzie Community Impact Fund
Gold Coast Jazz Society
General Support $48,528 To enable musicians to perform six JazzSLAM presentations to the general public to encourage appreciation for the arts. Anonymous Fund, Gold Coast Jazz Society, Mary N. Porter Designated Fund
Slow Burn Theatre Company
LGBT Senior Theatre $20,000 In collaboration with SAGE (Services and Advocacy for Gay, Lesbian, Bisexual & Transgender Elders), the Pride Center and the Broward Center for the Performing Arts, this project will address the stigma and discrimination that may cause mental distress among aging LGBT residents through interactive exercises culminating as three short plays at the Broward Center for the Performing Arts. Community Concerts Association of Fort Lauderdale Performing Arts Fund, Helen and Frank Stoykov Charitable Endowment Fund, Anonymous Fund, Mary and Alex Mackenzie Community Impact Fund
Hallandale Beach Community Redevelopment Agency
Redevelopment of the Fashion Arts and Design District $75,000 The Fashion Arts and Design District in Hallandale Beach will be the new focal point in an area that divides the east and west of the city. The redevelopment will create identity for the area and bond residents and local businesses through a multimedia art and streetscape project with colorful murals and lights. Helen and Frank Stoykov Charitable Endowment Fund, Robert Elmore Family Fund, Mary and Alex Mackenzie Gold Coast Community Impact Fund Jazz Society
Slow Burn Theatre Company
Fort Lauderdale city officials joined H.O.M.E.S. at the NE 13th Street project’s ground breaking.
CFBroward.org | 25
Civic / Community Engagement $944,787 City of Lighthouse Point
Lighthouse Point Fire and Rescue $21,500 To purchase a Laerdal Advanced Life Support Training Manikin and advance life-saving training for City of Lighthouse Point firefighters. First responders learned critical thinking, rhythm recognition and IV therapy through patient simulations. James C. Acheson Fund
Dream in Green
The Broward Water and Energy Learning and Behavior Project $36,000 To reduce a household’s carbon footprint and protect water supplies by providing 250 community residents with educational workshops and energy and water conservation toolkits. August and Melba Urbanek Fund, The Knight Foundation Fund, The Wil and Susan Greaton Fund, Everett H. Metcalf, Jr. Unrestricted Fund, Frank D. and Anita M. Butler Endowment Fund
Freedoms Foundation at Valley Forge Broward County Chapter
General Support $145,150 To send high school students to the “Spirit of America” conference of the Freedoms Foundation at Valley Forge, Pennsylvania. The Jack and Harriet Kaye Fund, Mary N. Porter Designated Fund
HandsOn Broward
Building Broward County Coastal Resiliency through Restoration Partnerships $58,000 To address the issue of critically eroded shorelines and reverse coastal habitat loss by providing coastal dune restorations to eight locations along Broward County’s coastline with 1,000 volunteers. In collaboration with Youth Environmental Alliance, South Florida Audubon Society and Young At Art. Captain Blair Albert Fund, Joseph P. and Patricia A. Moore Fund, Everett H. Metcalf, Jr. Unrestricted Fund, Steven Halmos Family Fund, Mary N. Porter Community Impact Fund, Anonymous Fund
Jack and Harriet Kaye’s wish came true this year as 100 students were able to attend the Spirit of America conference at Valley Forge.
Sue and Jim Acheson with the City of Lighthouse Point Mayor, Glen Troast, and Lighthouse Point Fire Rescue.
HandsOn Broward volunteers planted mangroves at Ann-Kolb Nature Center. Mangroves shield inland areas during storms to minimize damage.
26 | BE Greater | 2016 Annual Report
Education/Academic $3,945,148 The Fruitful Field
Broward Education Foundation
Equality Florida
Museum of Discovery and Science
GrowCity Youth Farm and Table Internship $41,000 To provide work-based learning experiences on an organic urban farm to teens 14-17 from disadvantaged neighborhoods with high rates of poverty and lack of access to healthy foods. Jim Moran Children’s Fund, Broward’s Tribute to Children Fund, The Allen Family Fund for Children, Rick and Rita Case Fund, Mary and Alex Mackenzie Community Impact Fund, Gardening for Good Fund, Hudson Family Fund
Safe and Healthy Schools $22,340 To create a culture of inclusion and respect in Broward schools in order to promote tolerance and understanding, and to counter bullying, harassment, social isolation and bigotry. This project will provide assessment manuals and technical support to strengthen LGBTQ support programs and serve as a go-to conflict resolution resource for youth. NCCJ Kresge Challenge Fund, Unwin Moore Children’s Voice Fund
SOAR $58,000 To provide 105 struggling Attucks Middle School students with intensive daily reading, language arts, and mathematics remediation and integrated enrichment programming. Enrichment activities include learning excursions, debate, athletics, band, computer education and mentoring. Rumbaugh Family Fund, Katz Family Fund, Kresge Unrestricted Fund, Sun Sentinel Literacy Fund
Discovering Success $82,000 Provide 6th grade students from Crystal Lake Middle School with quarterly immersion STEM experiences and a specialized reading curriculum with emphasis on science and technology. Sun Sentinel Literacy Fund, Helen A. Chadwick Fund, Maxine Powers Hofert Fund, Fred and Mary Ruffner Fund
Taylor’s Closet Foundation
Safe and Healthy Schools $10,000 To offer work-based learning opportunities to 25 at-risk girls to improve their employability and soft skills. Participants will earn a paid internship at the Taylor’s Closet store. Martha Reed Adams and Anne Adams Lester Fund, Annette Van Howe Women’s Fund, Jim Moran Children’s Fund, Womens Fund
At-risk girls gain valuable skills and real-life work experience at Taylor’s Closet.
Teens build life and soft skills as a paid intern at The Fruitful Field.
Attucks Middle School Principal, Errol A. Evans, speaks with fellow School is Cool 2.0 principals about SOAR, a Foundation supported program.
Teens build life and soft skills as paid interns at The Fruitful Field.
CFBroward.org | 27
Urban League of Broward County
$284,000 To engage 164 struggling middle school students with integrated immersion programs to increase reading and math comprehension. Students will be provided with individualized services to increase their attendance and improve their behavior and coursework. Deerfield Beach Middle School: James and Lynn LaBate Family Fund, Linda and Michael Carter Fund, Mary N. Porter Community Impact Fund, David and Francie Horvitz Family Fund, Kathleen Kinney Slappey Fund Silver Lakes Middle School: Community Impact Fund, Francis J. Crowley Fund, The Allen Family Fund for Children, Jim Moran Children’s Fund, Ann Adams Fund, Frederick W. Jaqua Fund, Allan Wolpowitz Fund William Dandy Middle School: Rick and Rita Case Fund, Edwin A. and Jane N. Huston Fund, Mary and Alex Mackenzie Community Impact Fund, Julia C. Baldwin Fund
Network for Teaching Entrepreneurship
Startup Tech $70,500 In partnership with Broward County Public Schools and the National Academy Foundation, 80 low-income students will gain a hands-on technology internship to learn high demand skills and interpersonal competencies. Robert O. Powell Family Fund, Patricia Lee Rutherford Fund, The Robert Elmore Family Fund, Charles and Ruth Taylor Fund, Ron Castell Memorial Fund, Jim Moran Children’s Fund
A Crystal Lake Middle School student works with a robot at MODS.
Deerfield Beach Middle School students visit Florida International University during Match Day to encourage them to find a degree program that matches their interests and inspires them to graduate.
28 | BE Greater | 2016 Annual Report
Health and welness $1,360,670 Broward Regional Health Planning Council
Lauderdale Lakes: A Healthy Community Zone $70,000 The City of Lauderdale Lakes will be the focal point for a new Healthy Community Zone model targeting 34,000 residents. Over a two-year period, the project will encourage change in residents’ behaviors and the city by increasing access to healthy foods and physical activity. Harold D. Franks Fund, Frank D. and Anita M. Butler Endowment Fund, Brogan Family Fund, Mary and Alex Mackenzie Community Impact Fund
Gilda’s Club South Florida
Touched by Cancer Support $25,000 To provide support services and cancer education to 200 women, specifically LGBTQ women, to promote early detection and screening for breast and lung cancer. Susan and Jack Loving Unrestricted Fund, Harold D. Franks Cancer Fund, Donald Vander Linde Fund
Center for Hearing and Communication in Florida
H.E.A.R. for Seniors: Hearing Loss Education, Advocacy and Resources $70,000 To provide in-home hearing healthcare services, case management and mental health counseling for 100 seniors over age 80 who are homebound or have limited access to providers. Mary and Alex Mackenzie Community Impact Fund, Leonard & Sally Robbins Fund, Berta Hirschl Fund
The Leukemia & Lymphoma Society
Operational Support $100,000 To support projects that will cure leukemia, lymphoma, Hodgkin’s disease and myeloma, and improve the quality of life of patients and their families. The Celia Lipton Farris and Victor W. Farris Foundation Home Community Fund
UM Sylvester Comprehensive Cancer Center
Precision Medicine in Broward: Personalized Molecular Tests for Cancer Patients $100,000 To provide state-of-the art molecular analysis of tumors from 70 Broward residents with metastatic cancer annually to improve their clinical outcomes, identify therapeutic targets and understand molecular differences in patients of various demographic backgrounds. Mary N. Porter Cancer Research Fund, Jan and Ed Crocker Unrestricted Fund, Leonard & Sally Robbins Fund
Three-time cancer survivor, Marcia Cherniachovsky (left), connects with others at a Touched by Cancer event in Wilton Manors. Courtesy: Gilda’s Club South Florida
Courtesy: Sylvester Comprehensive Cancer Center
CFBroward.org | 29
human services $1,703,866 Covenant House Florida
Capacity Support $50,000 To provide additional shelter capacity for homeless youth with support of the Fort Lauderdale Shelter Case Manager. Heidi Schaeffer Charitable Fund
Memorial Hospital Foundation
Memorial ALLIES: Adults Living Life Independently, Educated & Safe $65,000 To facilitate connections to services and resources for 100 seniors ages 80+ to maintain their quality of life and independence. Berta Hirschl Fund, Jan Moran Unrestricted Fund, Mary N. Porter Community Impact Fund
KidSafe Foundation
P.A.C.E. Prevention of Abuse of Children Through Education $20,000 To create an online learning system and develop the KidSafe Children’s Book website. Children’s Services Council Nonprofit Capacity Fund
House of Hope
Road to Independence $45,000 To enable 75 homeless individuals to become self-sufficient through employable skills and coaching after coming out of incarceration due to charges related to their drug addiction. Gilbert Corwin Fund, Jo Ann Hoffman Homeless Fund, Frederick W. Jaqua Fund, Keith W. Dunn Restricted Endowment Fund
Aging & Disability Resource Center
ADRC of Broward Dignity in Aging Project $50,000 To provide health coaching and depression care management to seniors 80+ living with one or more chronic conditions, including depression and Alzheimer’s. Peter J. and Mary C. Barbare Fund, Alvin and Gloria Ross Community Care Fund
South Florida Hunger Coaliton
The Hidden Hungry $6,000 To support community conversations and operation support for Broward seniors living in food deserts, and the screening of the Sun Sentinel’s “The Hidden Hungry” documentary. The Elizabeth Cotter Memorial Fund, Mary Lucile Charlton Fund, Steven Halmos Family Fund, Jan and Ed Crocker Unrestricted Fund
Through ADRC, counselors make monthly home visits to talk with seniors.
“This unique, specialized online program will help children to live and lead safer lives.”
- Marty Weinbaum chairman of KidSafe Foundation
Covenant House
Sun Sentinel’s “The Hidden Hungry” documentary
30 | BE Greater | 2016 Annual Report
>community builders
Community Builders are generous philanthropists who establish endowed Funds with the Foundation of $1 million or more. Their Funds grant close to $5 million in Broward every year and inspire others to be greater. The ranks of our Community Builders have grown 400 percent in the last decade.
Sue and Jim Acheson
Jim Acheson’s grandfather helped Thomas Edison create the light bulb. This inquisitive spirit has, for three generations, inspired the Acheson family to improve their communities. When Jim and his wife, Sue, moved to Florida from Michigan, they looked for a partner to guide their charitable giving in their new hometown. They opened the James C. Acheson Fund to support innovative projects.
Marion T. and Percy P. Archibald
Marion wanted to honor her marriage to her husband, Percy, by giving back to the radio programs that kept her company after he passed away. Marion created the Percy P. and Marion T. Archibald Fund to support public broadcasting, the sight-impaired, and paramedics and their families.
James I. Coddington, Jr.
Born in New Jersey, James lived in Virginia, New York, Nantucket and Chicago, but finally put down roots in Lauderdale-by-the-Sea. He believed good health was the right of all and shaped the James I. Coddington, Jr. Charitable Fund to improve the health of all those in his beloved community.
RANDY AND LARRY COTTER
When Randy and Larry Cotter lost their sister Elizabeth to cancer, they wanted to honor her accomplishments as a teacher and Olympic equestrian. The Elizabeth Cotter Memorial Fund educates youth, helps animals and supports equestrian programs for children.
libby and Jack deinhardt
Libby and Jack Deinhardt’s bold leadership united community leaders in Broward to bring out the best in strategic philanthropy. They established the Community Foundation to connect people who care with causes that matter. The Libby and Jack Deinhardt Funds empower the Foundation they created to forever respond to the changing needs of the community they loved.
Dorothy and Harold Franks
To honor his wife, Dorothy, who battled cancer and arthritis, Harold established three Dorothy and Harold D. Franks Funds at the Foundation. They support research into both these diseases and address the urgent needs of the beloved community Harold called home for 60 years.
Gertrude Gray
A graduate of Albion College at a time when few women were even admitted to universities, Gertrude believed passionately in the gift of education. She established the Gertrude Gray Memorial Scholarship Fund to provide college scholarships to Broward high school students.
Frederick W. Jaqua
By setting up the Frederick W. Jaqua Fund, Frederick wanted his legacy to preserve the quality of life in our community. He valued excellence and understood the many components that must come together to assure a healthy, vibrant community.
Harriet and Jack Kaye
Harriet and Jack were enthusiastic patriots. It was important for them that young people learn firsthand the intent of our Founding Fathers, so they established the Jack and Harriet Kaye Fund to help Broward students attend Spirit of America conferences in Valley Forge, PA.
Ginnie and Dick Kearns
Ginnie and Dick first met as infants, beginning a life-long love. Along the way, they raised two children, worked hard to build successful businesses and developed a strong family tradition of helping those in need. Through the Kearns Family Foundation Fund, their family values will shape their philanthropy for generations to come.
Stephen A. Keller
Stephen was a successful industrialist who was proud of taking each business he ran to new heights. He took the same thoughtful and strategic approach to his philanthropy as with his business. He created many Stephen A. and Ethel L. Keller Funds to care for the arts, provide family services and assist in the leadership work of the Foundation.
CFBroward.org | 31
Mary Mackenzie
Gloria and ALvin Ross
Founder of the multinational clothing empire Motherhood Maternity, Mary was born in Cairo, Egypt, and built her business in California. She chose South Florida as her residence and home to her charitable legacy through the Mary and Alex Mackenzie Community Impact Fund.
Alvin served his country in World War II. He returned to his hometown in New Jersey where he and his wife, Gloria, built a successful modular home business and raised four children. They created the Alvin and Gloria Ross Community Care Fund to support caregivers who improve the lives of individuals with dementia.
Everett H. Metcalf, Jr.
A World War II veteran, Everett was always engaged in the community, serving as a yacht club commodore and leader of civic clubs and charities. He resolved to take care of the community that had given him so much. His Everett H. Metcalf, Jr. Unrestricted Fund informs and connects Broward.
Louise B. and Joseph S. Rumbaugh
Rose Miniaci
FRANCIS A. AND ADELINE M. SINES
Joseph believed that the arts were a catalyst to a more creative community. His dream to light the creative spark in children and adults was accomplished in 1999 when he established the Joseph S. and Louise B. Rumbaugh Fund to support deserving nonprofits.
Del and Francis traveled the world believing their adventures helped them understand the needs of others. When Francis passed away, Del opened the Francis A. and Adeline M. Sines Memorial Fund to honor him. Del religiously attended the Foundation’s education events and relied on its staff to help her support causes that reflected her values.
Rose’s support of music, dance and theatre programs in Broward is remarkable. Her love of the arts and compassion for others guided her to establish the Rose Miniaci Family Fund in support of arts and educational opportunities for children.
Jim and Jan Moran
From humble beginnings in Chicago, automotive pioneer Jim Moran founded JM Family Enterprises, the world’s largest distributor of Toyota cars. Jim and Jan chose to lead big projects, establishing the Youth Automotive Training Center for at-risk youth, and spearheading campaigns to improve health care, education and family services. Jim and Jan Moran’s family of Funds continue to support our community.
Helen Wyatt Rust Stoykov
Helen wanted her legacy to honor her husband’s memory while investing in her life’s passions. The Helen and Frank Stoykov Charitable Endowment Fund now invests in music, art and animal welfare.
Elaine and DR. ERWIN M. VASQUEZ
As hands-on philanthropists, the Vasquez family is committed to helping the elderly receive better medical and social services. They established the Erwin M. Vasquez, M.D. and Elaine Vasquez Family Foundation Fund at the Foundation that encourages innovative programs to assist the elderly.
Mary N. Porter
Mary’s philanthropic spirit was evident from a young age when she delivered food to needy families during the Depression. For more than a decade, Mary worked with the Foundation to maximize the impact of her giving. Her estate plan created four Mary N. Porter Funds to ensure the Porter name will forever nourish this community with a $43 million gift.
May Jean and Lou Wolff
Lou designed the landmark Keenan building (now Citibank) in Fort Lauderdale. Lou and his wife May Jean’s combined sense of community responsibility compelled them to establish the Lou and May Jean Wolff Family Foundation Fund to help people become self-sufficient so they can, in turn, give back to others.
John H. Rau
When John was a child, the science fiction of space flight captured his imagination. A successful stock investor, John’s passion for space exploration found expression through the John H. Rau Space Education Fund. His Fund now supports NASA space camps and other programs that inspire people to learn about the universe.
Anonymous
One philanthropist created a Fund to support the needs identified by the Community Foundation through her estate. Her family’s wish to remain anonymous is honored to this day.
32 | BE Greater | 2016 Annual Report
>Legacy Society
2015 - 2016
The Legacy Society of the Community Foundation of Broward honors forward-thinking philanthropists who want to leave a gift from their estate to build a better community for the future. We honor members of the Legacy Society for their commitment to empower others to be greater. Suzanne Y. and Edward R. Allen Anonymous (46) Jeannette Archer-Simons and Robert E. Simons Carla and Giorgio Arra William W. E. Ash III Ann M. Bederman Muriel B. Biskup David C. Bland Lisa A. Bonk Richard A. Bray Rod Breene Nancy L. Brown Anita and Ralph M. Byer Melanie M. Camp Linda B. and R. Michael Carter Rita and Rick Case Barbara R. Castell Bonnie and James Collins Carol Cooper Jan C. Crocker James A. and Jan R. Cummings Carolyn Davis and Ned Black Maggie and Jim Dunn Doris D. Emmett Lorraine and Gerald Farmer Donna Fisher-Williams Elisa R. and Barry H. Goldman Mitchell E. Grant Barbara T. Gray Barbara and Arnold Grevior Ed Hashek and John Jors Richard Helligas
Roberta M. and Frank E. Helsom Ronald Herron William Victor Higdon Anne T. Hotte Jane N. and Edwin* A. Huston Lesley Mitchell Jones Emerson W. Kanode Cindy and Laurence M. Kashdin Virginia* and Richard O. Kearns Brigitte Kimmich Victoria C. Kirby Walter W. Krueger David B. Kyner Lynn and James B. LaBate Marcy Lambert Christine L. and Arthur W. Lambertus Kevin Lane Thomas H. Lindsey Gabriele E. Magdanz MP and James Malone Patricia Martinez James D. McKenzie Greg Medalie Jo Ann K. and Donald B. Medalie Daryl G. Miller Virginia I. and Thomas J. Miller Carolyn and Kent Morgan Jan Moran Jacqueline Niehaus Nanette Olson Dorothy M. Osterhoudt Pat Owen Susan Nolan Palmer
Sarah and Scott Parker JoAnn B. Pass Ann S. and Robert O. Powell David E. Ratcliffe Sally J. Robbins Hugh E. Root Charles L. Ross Gloria and Alvin Ross Alice J. Rutten Franklin R. Schmidt Ella and Reuven Shefer Grace Dudleck Shepherd Patricia A. Shub Eugene C. Smith and David A. Moon Fred G. Smith Hilda and Theodor M. Sokolowski William C. Spencer Kenny and Sandy Tate Sondra R. Title Barbara J. Unger Richard J. and Gregory D. Unwin Moore Melba Urbanek Paula Valentine Elaine Vasquez Janice Weintraub and Irwin Weideger Dixie E. Wheeler June Wise May Jean and Lou Wolff Sylvia K. Yohalem Kurt D. Zimmerman As of June 30, 2016 *Deceased
Left image: Larry Davis with Lesley Mitchell Jones Next page top image: Barbara Grevior with Jan Moran, Marti Huizenga, Alice Lucia Jackson and Linda Carter Middle row: (L) Speaker Mac Stone with May Jean Wolff; (M) Beverly Dombro, Judy Bonevac, Alice Rutten; (R) Muriel Biskup and Karen Moro Bottom row: (L) Kurt Zimmerman, Carolyn Davis and Ned Black; (R) Alvin Ross
See more images from our annual Legacy Society Luncheon at cfbroward.org/2016legacylunch
CFBroward.org | 33
34 | BE Greater | 2016 Annual Report
>Professional Advisors COUNCIL
The Professional Advisors Council (PAC) of the Community Foundation of Broward is comprised of professionals who work with the Foundation to fulfill their clients’ philanthropic goals and to help them make their philanthropy Be Greater. Membership is by invitation only to those who have successfully referred a client to the Foundation.
Louis C. Anderson, Esq. Louis C. Anderson Law Office, LLC Chairman of the Professional Advisors Council
James B. Davis, Esq. Gunster
Marie C. Hansen, TO The Northern Trust Company
Stephen J. LaForte BNY Mellon Wealth Management
Lawrence L. Davis, LLM, CPA Law Office of Lawrence L. Davis, P.A.
Marlon A. Hill, Esq. Hamilton, Miller and Birthisel, LLP
David J. Diaz, CFP® Merrill Lynch
Douglas F. Hoffman, Esq. Rudolf & Hoffman, P.A.
Christine L. Lambertus, Esq. Lambertus & Lambertus, P.A. Jody Leslie, Esq. Leslie & McLaughlin, LLP
Richard A. Berkowitz , JD, CPA Berkowitz Pollack Brant Advisors and Accountants
James M. Dolan, CPA James M. Dolan, P.A.
Kenneth M. Jones, Esq. Moody, Jones & Montefusco, P.A.
Jeffrey N. Blaze, CFP® FDR Financial Group
Frank B. Dolph, III Frank B. Dolph, III & Associates
Jennifer Jones, LLM, CFP® Nostro Jones Attorneys at Law
Lesleen Bolt Morgan Stanley
Mary Sue Donohue, Esq. Law Offices of Mary Sue Donohue
Robert B. Judd, Esq. Hackleman, Olive and Judd, P.A.
Judy B. Bonevac, Esq. Judy Barringer Bonevac, P.A.
Pamela A. Fau, TO SunTrust Bank, South Florida, N.A.
Thomas O. Katz, Esq. Katz Baskies LLC
Kristen M. Lynch, Esq., AEP, CISP, CTFA Fowler White Burnett, P.A.
Robert L. King, Esq. Robert L. King Law Office
Anne B. MacLean, Esq. MacLean and Ema
Robin J. King, Esq. Shutts & Bowen LLP
Mark R. Maller TD Bank
Leonard Kinker, CPA (retired)
Patricia Martinez AIG
Tracey Kinker, CPA Tracey J. Kinker, CPA, P.A.
Anne J. McPhee, Esq. Studenberg Law
Curtis J. Kuramoto Merrill Lynch
Donald B. Medalie, Esq. Medalie & Medalie, P.A.
Henry Goode, III, FA Spartan Strategies Group
James B. LaBate The LaBate, Tidwell Group at Morgan Stanley
Greg Medalie, Esq. Medalie & Medalie, P.A.
Katherine N. Guida, TO The Northern Trust Company
John Lacy, FA Merrill Lynch
Frank T. Adams, Esq. Dunwody White & Landon, P.A.
Francis B. Brogan, Jr., Esq. Greenberg Traurig, LLP Ralph M. Byer Merrill Lynch John Cartledge UBS Financial Services, Inc. Lowell J. Chick, CPA, MBA Chick and Karo, CPA’s, P.A. Christina M. Cleveland, FA Merrill Lynch Alan B. Cohn, Esq. Greenspoon Marder, P.A. Richard G. Coker, Jr., Esq. Coker & Feiner, P.A. Joan K. Crain, TO BNY Mellon Wealth Management
Ralph L. Focaracci, CPA Ralph L. Focaracci, P.A. John P. Friedrich, Esq. Friedrich & Friedrich, P.A. Charles A. Goff, Esq. Casoria & Goff, P.A. Adam S. Goldberg, Esq. Krause & Goldberg, P.A. Deborah P. Goodall, Esq. Goldman Felcoski & Stone P.A.
Vladimira Libansky, Esq. Robert L. King Law Office Jack R. Loving, Esq. Loving Scully Law Group, PLLC David Lum CFP® Merrill Lynch
Kenneth R. Mikos, Esq. Kenneth R. Mikos, P.A.
cfbroward.org/ CFBroward.org | 35
Cort A. Neimark, Esq. Lubell & Rosen
Ilene S. Schnall, J.D., LLM Ilene S. Schnall, P.A.
John Torregrosa UBS Financial Services, Inc.
Lucinda Golfin Ortigao SunTrust Bank, South Florida, N.A.
David M. Scully, Jr., Esq. Loving Scully Law Group, PLLC
Charles L. Verner UBS Financial Services, Inc.
Frederick F. Perry U.S. Trust, Bank of America Private Wealth Management
Jeffrey S. Selzer, Esq. Selzer & Weiss, Attorneys at Law
Debra Vogel Wells Fargo
Barbara A. Shore, Esq. Barbara Ann Shore, P.A.
Jo Ann Voight, CPA Jo Ann Head Voight, P.A., CPA
Jeffrey Shover Morgan Stanley
Patricia R. Voss, Esq. Patricia R. Voss, P.A.
William A. Snyder, Esq. Snyder & Snyder, P.A.
John M. Walsh, J.D. Fusion Analytics Investment Partners, LLC
Peter A. Portley, Esq. Portley and Sullivan Raymond J. Powers Powers & Disque, C.P.A., P.A. Carlos J. Reyes, Esq. Reyes Law Group, P.A. Jennifer J. Robinson, Esq. The Northern Trust Company Charles D. Rubin, Esq. Gutter Chaves Josepher Rubin Forman Fleisher, P.A. Gary L. Rudolf, Esq. Rudolf & Hoffman, P.A. Gregory J. Schaeffer Morgan Stanley Barry S. Schinder, Esq. Barry S. Schinder, P.A.
William F. Sullivan, Esq. Portley and Sullivan Eric W. Sulzberger, Esq. Law Offices of Sulzberger & Sulzberger Gene C. Sulzberger, J.D., TEP, CFP速 PRS Investment Advisory Donald R. Tescher, Esq. Tescher & Spallina, P.A. Benjamin A. Tobias, CFP速, CPA/PFS, CIMA速, AIF速 Tobias Financial Advisors
As of June 30, 2016
To learn more about how you can become a PAC member, visit cfbroward.org/PAC or contact us at 954.761.9503
Misty Weinger, CPA/CFF, CVA Kofsky, Hartman & Weinger, P.A. Steven H. Woods, CPA Keefe, McCullough & Co., LLP Ghenete Wright Muir, Esq. Charles D. Zalakar, CTFA The Northern Trust Company Kurt D. Zimmerman, Esq. Zimmerman & Associates, P.A.
36 | BE Greater | 2016 Annual Report
>leadership
Our team is made up of the region’s most qualified community and philanthropic experts. The group’s diverse skills deliver the customer service expected from a world-class philanthropic advisor. Each member works to inform, empower and connect Fundholders to help their philanthropy Be Greater.
Linda Carter President/CEO
has led the Foundation since 1997. She has served as president of the Community Foundations of Florida, the Planned Giving Council and the Association of Fundraising Professionals. Linda serves on the executive committee of the Broward Workshop. She is on the Board of Trustees of Florida House, Funding Arts Broward and is a member of the Sun Sentinel South Florida 100. Linda is a South Florida Business Journal Broward Ultimate CEO award recipient, American Express Leadership Academy graduate, a Broward native and a graduate of the University of Florida.
Carol Dorko Chief Financial Officer
has more than 26 years of progressive experience in areas of accounting, finance, human resources, IT and operations in both public and private sectors. She is a member of the Council on Foundations Financial and Administrative Officer Group and an American Express Leadership Academy graduate. She is an alumnus of the University of Pittsburgh and Duquesne University School of Law. In her free time, Carol loves to cook and travel.
Nancy Thies Vice President of Philanthropic Services
has more than 27 years of experience in development, sales and marketing, serving in senior-level roles with Holy Cross Hospital, United Way of Broward County and Miller Brewing Company. She is a member of United Way’s Tocqueville Society and The TerraMar Society of Birch State Park, and a board member of the Planned Giving Council of Broward. Nancy is a former president of the Charity Guild and a former VP of Community Affairs for the Junior League of Greater Fort Lauderdale. She received her bachelor’s degree from the University of Wisconsin-Madison and currently resides in Fort Lauderdale with her husband Bill and two children.
Sheri Brown Vice President Grants & Initiatives
is a member of the South Florida Advisory Council of the Florida Philanthropic Network, the Council Foundations, Grantmakers in Education and the Broward Funders Forum. She is a graduate of Leadership Broward and the American Express Leadership Academy, as well as a recipient of Legacy Magazine’s 50 Most Powerful Professionals in South Florida. Sheri is also a Broward native and a graduate of Florida A&M University.
Thor Barraclough
Vice President of Marketing & Communications has extensive corporate and nonprofit communications experience in Australia, the U.K. and U.S. He is former vice chair of E.A.T.S.F. and past board chair of the Broward Children’s Center Foundation. He has worked for corporate communications clients such as Bank of America and ExxonMobil. Thor has a B.A. from Australia’s Curtin University and an M.P.H. from FIU. A Leadership Broward and Ready2Lead graduate, he served on the executive committee of Citizens for Broward’s Children.
Amanda Kah Charitable Funds Manager
has worked at Donors Forum of South Florida as its communications and member services manager. She obtained a B.A. of International Relations from Claremont McKenna College and a M.A. of International Affairs from George Washington University. Amanda is also mother to her young daughter, Giovanna.
Angelica Rosas Charitable Funds Manager
has more than ten years of fundraising and development experience with local nonprofit agencies such as United Cerebral Palsy of South Florida and Children’s Home Society of Florida. She worked at the Sun Sentinel Children’s Fund as its charitable giving and communications manager. Angelica is a graduate of St. Thomas University.
Annette Bauer, CPA, SPHR Finance Manager
has more than 20 years of experience in accounting and human resources in both the public and private sector. Annette has served on the local Juvenile Diabetes Research Foundation board, as treasurer at Saint Gregory the Great Catholic School and volunteered with Girl Scouts of America. She is a graduate of Florida Atlantic University and a member of the Florida Institute of Public Accountants.
Nancy Walton Office Manager
has more than 30 years of office management experience across the country. She is active in the animal rights movement, volunteers with Japanese Chin Care and Rescue, Inc., and is on the Board of Broadview Park Civic Association. Nancy has an associate’s degree from Robert Morris University in Pittsburgh. She is a Reiki practitioner of the Usui lineage and yoga practioner.
Andrea Gregory Office Assistant
has more than eight years of experience in administration in the public and private sectors. Prior to joining the Foundation in 2014, Andrea worked for the Department of Children and Families, where she helped clients navigate public assistance requirements. Andrea has also held positions with the Department of Labor and the Challenger Learning Center.
Minh Trang Ngo Communications Associate
has more than ten years of experience in integrated marketing. After her move from Connecticut in 2013, she helped manage a national brand development and promotions campaign for the opening of Pérez Art Museum Miami during Art Basel. Her industry achievement awards include the National Boys & Girls Club of America’s 2013 MAC Gold in Interactive Online Marketing and Microsoft’s 2012 Mid-Atlantic Marketing Excellence Award. Minh received her BFA in Communication Arts and Design: Kinetic Imaging with media studies from Virginia Commonwealth University.
CFBroward.org | 37
Standing from L-R: Sheri Brown, Carol Dorko, Thor Barraclough, Nanc y Walton, Angelica Rosas, Minh Ngo Seated from L-R: Annet te Bauer, Nanc y Thies, Linda Car ter, Amanda Kah, Andrea Gregor y
38 | BE Greater | 2016 Annual Report
>financial
The Foundation granted a record $9.2 million in 2016 and ranked 90th in the nation’s top 100 community foundations by asset size for the third consecutive year.
TOTAL assets >$157,000,000
Annual grants >$9,200,000
investment returns as of June 30, 2016
Community Foundation of Broward
157m
$
Target Allocation Benchmark
9.2m
$
4.4%
4.1%
4.5%
3.5%
66m
$
4.4% 3.8%
3.7m
$
15m
$
721k
$
50.4k
$
2016
2006
1996
1986
59k
$
2016
2006
1996
1986
3 years
5 years
10 years
Internal Control and Financial Systems
As the size and scope of the Foundation has grown over the past years, so has the sophistication of our financial systems and internal controls. Clear responsibilities, independent decision making and separation of duties are some of the key elements. > The Investment Consultant monitors each investment manager firm’s performance relative to their benchmark and peer universe. If returns are outside acceptable levels or structural change, such as manager turnover or style drift occurs, a comprehensive review is triggered. Without confidence in a stronger future performance, the Investment Consultant suggests a replacement investment manager.
> The Foundation staff reconciles statements from each financial/ investment firm. We monitor all trades, fees, real/unrealized gains and dividends and compare these against stated returns by the investment consultant and then provide monthly reports to the Board of Directors.
> The Audit Committee reviews the Foundation’s systems
of internal controls regarding finance, accounting and legal compliance. Again this year, the auditors reported the Foundation has outstanding internal controls and financial practices.
> The Independent Investment Committee, comprised of
highly experienced business and financial leaders from the community, undertake quarterly performance reviews to monitor the portfolio and report back to our Board of Directors.
> The Board of Directors is a fiduciary and approves and
monitors the operational and grant budgets of the Foundation through monthly financial reports. The Board has complete oversight of the management of investments.
CFBroward.org | 39
asset allocation
operating expenses as a percentage of Total Assets
as of June 30, 2016
Our operating expenses are consistently less than 2% of our total assets, which garners high marks in our field.
• Growth Assets • Risk Reduction Assets • Inflation Protection Assets
7%
Domestic Small Cap Equities
29%
2%
17%
Non-US Developed Equities
Domestic Large/Mid Cap Equities
1.9% 1.2%
1.5%
9%
Non-US Emerging Market Equities
3%
0%
2012
2014
2016
7%
Hard assets/ natural resources
Private Equities
1%
10%
Condensed Statement of
Assets Cash $ 444,661 Investments at market 155,127,962 Pledges and bequests receivable 242,791 Assets under split-interest agreements 585,321 Prepaid expenses and other assets 229,145 Other real estate 500,000 Property and equipment, net 368,926
Fixed Income
Condensed Statement of
Financial Position as of June 30, 2016
Cash
17%
Hedge Funds
Activities and Changes in Net Assets
12 Months Ended June 30, 2016
Support and Revenue Contributions $ 3,029,298 Net investment income (5,447,423) Other revenue 137,423 Total Support and Revenue (2,280,693) Expenses Grants and programs 8,731,157 Total Assets $ 157,498,806 Administrative 769,824 Donor development 450,255 Liabilities Total Expenses 9,951,236 Accounts payable and accrued expenses $ 244,507 Change in value of split interest agreement (46,356) Grants payable 2,335,832 Change in Net Assets (12,278,285) Deferred revenue and liabilities under split-interest agreements 362,008 Agency transaction payable 14,953,267 Net Assets Total liabilities 17,895,614 Beginning of year - July 1, 2015 151,881,477 Net Assets 139,603,192 Total Liabilities And Net Assets $157,498,806
End of year - June 30, 2016 $139,603,192
A complete set of financial statements with accompanying footnotes and unmodified auditor’s report issued by Keefe, McCullough & Co., LLP, as well as IRS Form 990, are available for review at the Community Foundation of Broward office and on our website at cfbroward.org/financials
40 | BE Greater | 2016 Annual Report
Ready to
BE GREATER?
When you create your personalized charitable Fund at the Community Foundation of Broward, you begin a rewarding philanthropic journey that reflects your values. As a Fundholder, you instantly gain a team of experts who provide comprehensive philanthropic counsel to maximize the impact of your giving and ensure it is a joyful and rewarding experience. The Foundation also safeguards your peace of mind by handling all the legal, compliance and monitoring administration you expect from a nationally recognized, full-service foundation. Here is what you can count on if you open a Fund and join hundreds of community leaders who partner with us to make their philanthropy BE GREATER.
Values 360°
• Define your values and philanthropic mission
Shape your Legacy
• Select the Fund that meets your financial and philanthropic goals • Name your Fund
Welcome & Orientation
• Meet the team and your personal Charitable Funds Manager
Make Grants
• Support vetted projects and receive monitoring and evaluation updates
Connect
• Join other philanthropists at fun, educational site visits and Food for Thought experiences
Stay Informed
• Receive personal Fund snapshots, special reports and detailed quarterly statements
CFBroward.org | 41
Dot and Keith Cobb Fund
of the Community Foundation of Broward
Established: 2001
Long-time Broward residents, Dot and Keith Cobb established an endowed, unrestricted Fund at the Foundation. As a former Foundation Board Chair, Keith understood that their Fund would be well-managed in perpetuity, allowing it to grow while meeting the changing needs of our community.
Starting is Easy
1 2 3
Name and Create
Our team works with you to create a Fund that reflects your unique wishes.
Seed
Make a gift to seed your Fund. We accept a wide variety of assets and invest them in a prudently managed investment pool. You can also direct a gift from your will or trust to create or add to a Fund.
MAKE GRANTS
Make grants from your Fund. We will help you make a difference on issues and causes that matter to you.
42 | BE Greater | 2016 Annual Report
“I suggest clients consider the Community Foundation as it offers them the chance to streamline their plans and make their giving simple and effective.� - Christine Lambertus, Esq. Lambertus & Lambertus, P.A.
Legacy Society members, Gabriele Magdanz (L) and Christine Lambertus
Perhaps you need your assets during your lifetime and are not ready to start a Fund today. Consider creating a legacy through a gift from your will or
Plan a Gift Talk to your attorney
about designating a percentage, dollar amount or the remainder of your estate to the Community Foundation of Broward to create a charitable Fund.
Meet with us
so we can capture what you want your Fund to accomplish.
Revisit and update
trust. The Fund you start
your plans from time to time so they always reflect you.
tomorrow can fulfill your
Retirement assets, insurance plans and tangible items can also be used to create your Fund. Consult your legal or financial advisor for assistance. And remember that you can use assets from your estate to add to an existing Fund, increasing its capacity to help.
wishes and make your philanthropy Be Greater.
The plan you begin today will make a difference to the organizations you care about. For Good. For Ever.
We Can Help You
BE GREATER
Call us at 954.761.9503 or visit cfbroward.org #cfbroward @cfbroward
For Good. For Ever. t 954.761.9503 | f 954.761.7102 910 East Las Olas Boulevard, Suite 200 Fort Lauderdale, Florida 33301 | cfbroward.org info@cfbroward.org | #cfbroward @cfbroward
We were the first community foundation in Florida and remain among an elite group of community foundations nationwide to be confirmed in compliance with the National Standards for U.S. Community Foundations.