Lead Boldly | 2014-2015 Annual Report

For Good. For Ever.

2015 Annual Report

table of contents

Letter from Chairman and CEO 3 Board of Directors 4-7 A Year of Leading Boldly 8-15 Impact in Grants 16-23 Community Builders 24-25 Legacy Society 26-27 Professional Advisors Council (PAC) 28-29 Staff 30-31 Financials 32-33 Your Philanthropy Experience 34

We gratefully acknowledge our friends who make this publication possible.

F O U N D A T I O N

速

charting your course

Harry T. Mangurian, Jr. Foundation, Inc.

LaBate, Tidwell & Associates .

Morgan Stanley

cfbroward.org

Libby & Jack

deinhardt

Community Foundation of Broward’s Founders Libby and Jack led boldly, tirelessly educating residents about the importance of a community foundation. In doing so, Libby and Jack proved when we connect people who care with causes that matter, Broward is a better place for us all.

in n o i t a d n u o F Our own words Jack’s /jacktalks rg cfbroward.o

Now, although both are gone, their values remain part of the Foundation’s DNA (Libby passed away in 2001 and Jack in March 2015). Leading boldly was a way of life for the Deinhardts. This annual report demonstrates how we continue to honor them by doing just that. For Good. For Ever.

Members of The Deinhardt Society provide support that allows the Foundation to tackle critical and emerging community challenges.

Become a member: cfbroward.org/deinhardtsociety

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LeadBoldly | 2015 Annual Report

Joan K. Crain, Board Chairman

Linda B. Carter, President/CEO

cfbroward.org

What

Lead Boldly means to us.

For 31 years, individuals, families and corporations have come to us to create personalized charitable Funds that deliver game-changing philanthropic impact.

We have earned that trust because we “lead boldly.” In fact, to lead boldly is so important to us, it’s an organizational value. We believe to lead boldly means to:

• Set the standard high and rise to meet the challenge

• Spark innovation and take prudent risks

• Honor, respect and embrace diverse perspectives

This annual report demonstrates how we incorporate these characteristics in our work and why it is important to you and our community.

In the last three decades, we have distributed $80 million in grants and have grown our assets to $172 million, placing us in the nation’s top 100 community foundations by asset size. This financial strength, guided by deep community knowledge and philanthropic expertise, continues to make Broward better. In other words, it allows us to lead boldly. For Good. For Ever.

Joan K. Crain Board Chairman

Linda B. Carter President/CEO

- 450 charit able Funds - $172 million in assets - 31 years of experience ce inception n si ts an gr in n io ill m 0 - $8 undations fo y it un m om c 0 10 p to - Ranked in

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LeadBoldly | 2015 Annual Report

Standing: James B. LaBate, Anne K. Joyner, William A. Snyder Seated: Joan K. Crain, Armando Leighton, Jr.

Standing: Cori Flam Meltzer, Jarett S. Levan, Louise F. Dill, Steven W. Hudson Seated: James B. Davis, James W. Monroe

Our bold leaders...

BOARD OF DIRECTORS Our Board of Directors is comprised of twenty-two of Broward’s most influential civic leaders who are leading boldly. They provide oversight and business acumen to the Foundation in our efforts to inspire philanthropy and transform lives. Through effective governance, Board members help us create bold solutions to pressing community issues. All passionately embrace their responsibility to innovate and to continue a tradition of the pursuit of a better community for all. ·

Since 1984, 117 TOTAL BOARD MEMBERS have dedicated countless hours to help our community

cfbroward.org/board

ard o B est B d! r a w o r B n i

Gary Bitner

Standing: Ramon A. Rodriguez, Bacardi L. Jackson, Alan J. Levy Seated: Cynthia Borders-Byrd, Michael G. Landry

Standing: Kim Sweers, Edward T. Hashek Seated: Margarita T. Castellon, Karen Mitchell Curran

Tony Segreto

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 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.* Christine L. Lambertus Raymond H. Leightman Susie Levan 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 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

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LeadBoldly | 2015 Annual Report

BOARD OF DIRECTORS

pictured on previous page

Joan K. Crain

Gary Bitner

James B. Davis

Chairman is Senior Director and Wealth Strategist for BNY Mellon Wealth Management.

She is a Certified Financial Planner and specializes in helping families transition their wealth, values and human capital through multiple generations. Joan is a member of the Trust Legislative Committee for the Florida Bankers Association.

At Large is President of Bitner Goodman. 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, past president of the PRSA Greater Fort Lauderdale Chapter and is an International Association of Business Communicators’ National Gold Quill Award of Merit winner.

is a Shareholder at Gunster 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.

William A. Snyder Vice Chairman is the Founder of the law firm of Snyder & Snyder, P.A. and an adjunct professor of law at the University of Miami. 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.

Karen Mitchell Curran Treasurer is Audit Partner at KPMG LLP and Office Managing Partner of KPMG’s Fort Lauderdale office. She serves as Chairperson of KPMG’s Network of Women in South Florida. Karen was honored by the Boys and Girls Club as one of the Outstanding Women of Broward County. She is a former Miami City Ballet Board President and Chairman.

Armando Leighton, Jr. Secretary 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 WPBT – Channel 2 and Broward Workshop.

Bacardi L. Jackson

At Large is counsel and managing attorney for the Florida practice 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.

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 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, Inc. and Fort Lauderdale Chapter of The Links, Inc.

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 the telecommunications needs of government and education entities in Broward. She is on the Adjunct Faculty of St. Vincent de Paul Regional Seminary. Margarita is the recipient of the Economic Development Leadership Award of the Greater Ft. Lauderdale Alliance and the Community Service Award of the Florida Telecommunications Industry.

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 and Broward Center for the Performing Arts Foundation. Louise currently provides sales and marketing consulting services to the nonprofit and for-profit sectors.

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.

Steven W. Hudson 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. Steve is married with two children.

Recognized ouleraders within communit y

cfbroward.org/board

The power of convening community leaders!

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Committees

Executive Anne K. Joyner

Cori Flam Meltzer

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.

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.

James B. LaBate is a Senior Portfolio Manager with Morgan Stanley. Active in the community, Jim is past chairman of the Broward College Foundation and Community Foundation of Broward, and is a graduate of Leadership Broward. He has also served on numerous other philanthropic and corporate boards.

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, a boutique luxury hotel. He is on the boards of the Broward College Foundation, the Broward Center for the Performing Arts and the Broward Workshop.

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.

Alan J. Levy is President and CEO of Great American Farms. He was a founding member of the Performing Arts Center Authority.

He is past Chair of Broward Community Alliance: Children and Family Leadership Association. He is a board member and past Chair of Broward Workshop and co-Chair of its Education and Youth Advocacy Committee.

James W. Monroe is a retired US Army two-star General who served 35 years on 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.

Ramon A. Rodriguez was Managing Partner and CEO of Madsen Sapp Mena Rodriguez & Co. He was a founder of DME Corporation. Ray is a board member of WPBT - Channel 2, Broward Workshop and PBS. He is past Chairman of the Florida Board of Accountancy and past President of the Florida Institute of Certified Public Accountants. He is the Chairman of the board of Republic Services, Inc.

Tony Segreto is retired as long-time anchor of NBC 6. He is on the advisory board of the Huizenga School of Business at Nova Southeastern University. Tony serves on the Orange Bowl Committee, the boards of Forever Family and the Miami Sports Commission.

Kim Sweers is Managing Partner of FastBoats 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 Association of South Florida and Florida Yacht Brokers Association.

Joan K. Crain, Chair William A. Snyder, Vice Chair Armando Leighton, Jr., Secretary Karen Mitchell Curran, Treasurer Gary Bitner, At Large Bacardi L. Jackson, At Large James B. LaBate, Special Advisor

Art of Community

Armando Leighton, Jr., Chair Wayne Abbott Mary Becht Earl Bosworth Cathy Donnelly Edward T. Hashek Anne K. Joyner Jarett S. Levan Tim Petrillo Tony Segreto

Audit

Karen Mitchell Curran, Chair Francis B. Brogan, Jr. D. Keith Cobb John Herbst Ramon A. Rodriguez

BIG Impact Task Force William A. Snyder, Chair Cynthia Borders-Byrd Margarita T. Castellon James B. Davis Kathy Eggleston Ramon A. Rodriguez Jacquelyn Rogow Kim Sweers

Board TALK Task Force

Gary Bitner, Chair Louise F. Dill Edward T. Hashek James B. LaBate

Investment Stewardship Michael G. Landry, Chair James B. LaBate Steven W. Hudson Charles L. Palmer Steven L. Pattison Ramon A. Rodriguez Paul C. Tanner

Leadership Development Steven W. Hudson, Chair Joan K. Crain Jarett S. Levan

School is Cool

James W. Monroe, Chair Dr. Desmond Blackburn Margarita T. Castellon Bacardi L. Jackson Alan J. Levy Cori Flam Meltzer

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LeadBoldly | 2015 Annual Report

A YEAR OF LEADING BOLDLY

Set the standard high and rise 1 to meet the challenge

$7.8M in grants

up 5% from 2014.

$80M Total grants

since inception.

Spearheaded successful advocacy campaign to reauthorize the

Spark innovation and take prudent risks

Children’s Services Council,

$60M which secured

2

annually in critical services for

1 in 4 Broward children.

Honor, respect and embrace diverse perspectives

300,000 3

Number of Broward residents who participated in

Art of Community projects that

Bridge, Bond, and Build our community.

ord c e r k c a r t A ip, of leadielirtsyh credib ccess! and su

cfbroward.org/leadboldly

Professional Advisors Council (PAC) GROWS to

89

TOTAL charitable Funds

450

$8 Million 90 Jumped to

New gifts received

21% increase

th

9

YEARS of experience

31

in the nation’s

Top 100

community foundations by asset size.

from 2014.

66%

A +

of struggling students who enrolled in

demy a c /a rg .o rd a w ro b f c i; n Hear from Alum Our Community Foundation oF Broward

brought to Broward the American Express Leadership Academy, ranked

1 in the world st

School is Cool

to improve the skills of nonprofit leaders.

programs improved their math and reading grades.

Watch the celebration cfbroward.org/cfb30

Art of Community

current and former Board members gathered at Wayne and Marti Huizenga’s home to celebrate our 30th year.

Number of Funds that have now granted

$1Million or more.

Our

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documentary debuted as an official selection of the Fort Lauderdale International Film Festival.

The film delivers a blueprint on how to use the arts to foster civic engagement.

See the documentaryunity cfbroward.org/artofcomm

117

Fundholders

learned about our community at

Food for Thought experiences.

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LeadBoldly | 2015 Annual Report

Lead Boldly

Set the standard high and rise to meet the challenge

Spark innovation and take prudent risks

Honor, respect and embrace diverse perspectives

1

We believe to lead boldly, we must set ambitious goals and hold ourselves accountable for results. In short, we must set the bar high and rise to meet the challenge.

This is why we expect a lot from ourselves and the nonprofits who receive grants from our Funds. To help nonprofit executives meet stretch goals, we provide a resource to develop their own capacity to lead boldly. These leaders have made their organizations more strategic, nimble and effective, which amplifies the impact of the grants made from our Funds.

More than 19 years ago, we began the Leadership Institute to create stronger nonprofit leadership teams (boards and staff). To build and house this program at a community foundation was groundbreaking. To date, the Leadership Institute has provided 5,500 nonprofit leaders with the skills to be more effective and able to rise to meet new community challenges.

43 inau gu ral class GR ADUATES collec tively serve 1.7 milli on resi dent s!

This year, our Leadership Institute launched the American Express Leadership Academy at the Community Foundation of Broward. The Financial Times ranks this renowned international executive education program ahead of Harvard and Oxford. It’s the best there is and we brought it to Broward. More than 25% of nonprofit leaders who attended the Academy’s pilot program have been promoted and are implementing new efficiency, board education, and outreach programs.

“Participation in the Leadership Institute has impacted every aspect of our program. It has led to a change in the structure and focus of our board meetings, led to a total revision of our By-Laws, led to the creation of a Governance Committee and the creation of a succession plan. We also tripled our board member giving, enhanced the confidence level of our emerging leaders and began to develop a planned giving campaign. The Leadership Institute has literally transformed our organization.

Anthony J. Karrat Executive Director, Legal Aid Service of Broward County

96% of all

Community Foundation oF Broward

participants report increased leadership skills.

cfbroward.org/academy

Community Foundation of Broward’s American Express Leadership Academy Alumni with James K. Oppenheimer.

L-R: Marlando Christie, Ana Calderon Randazzo, James K. Oppenheimer, Sheila Smith, Keith DuVernay

“I opened The James K. Oppenheimer Fund at the Foundation because in business and philanthropy, I work with bold leaders who know how to get things done. I support the Foundation’s Leadership Institute program with grants from my Fund because the Foundation nurtures nonprofit talents and holds these leaders accountable for achieving more with their new skills. It’s a smart way to increase the impact of my charitable giving.”

James K. Oppenheimer, Fundholder

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LeadBoldly | 2015 Annual Report

Lead Boldly

Set the standard high and rise to meet the challenge

Spark innovation and take prudent risks

Honor, respect and embrace diverse perspectives

2

Where does innovation come from? More than eureka moments or flashes of insight, innovation takes hard work. It requires the search for new information and the disciplined examination of current data to prudently manage the risks of working in new ways. This is how the Community Foundation leads boldly through fresh approaches to age-old problems.

Education is an area where our prudent approach to innovation is making a difference.

Our School is Cool program is in its third year of work with Broward County principals in 15 middle schools – a defined fork in the road to college and career readiness. The Broward County School District reports that since our work began, 8th grade proficiency in reading, math and science has jumped two percent. This means thousands of 8th graders are now achieving more. The success of School is Cool is based on innovations in three areas: The Principal as CEO: We empowered principals to solve problems, manage

resources, and shape each program to meet the specific needs of their students. In short, we’re treating principals as partners and putting them where they should be – in the driver’s seat. Implementing a CEO mindset has enabled principals to spearhead change, lead people, drive results, and build coalitions necessary for student success.

’s that Now ults! res

Shattering Silos: For the first time, we’ve brought together teachers working with

struggling students in schools with nonprofit professionals assisting those same students outside the classroom. The result is a coordinated partnership that provides consistent academic and behavioral programs which complement each other and magnify the results of both.

Comprehensive Approach: Data tells us Attendance, Behavior and Course

performance in math and reading at the middle school level are the most accurate predictors of whether a student will graduate on time. We know if a student does well in these “ABCs,” they graduate. Students in School is Cool programs now have reduced absences, fewer reprimands and have increased their reading and math grades by an average of 66%.

cfbroward.org/cool

Fifteen years ago, our Board of Directors took a prudent risk designed to spark future innovation. We were one of only six community foundations in the nation invited to participate in a challenge grant from The Kresge Foundation to increase unrestricted endowed Funds. Our Board understood that growth in our unrestricted Funds then would give us the resources and agility to respond to community needs now and into the future. It was forward thinking.

The impact was profound. In 15 months, 47 donors created endowed unrestricted Funds totaling $2 million. It didn’t end there. The momentum created from that campaign was far-reaching and continued to influence others. Back then, unrestricted Funds accounted for $2.7 million of our endowed assets; today our unrestricted endowed Funds grant more than that each year. Our unrestricted Funds now stand at $43.6 million and empower us to work where bold leadership is needed as times change.

unrestricted funds

15 created

years ago allow us to

improve education today

Lauderhill 6-12 School is Cool students with Dr. Ryan T. Reardon, Principal, and Sheryl Woods, President/CEO of YMCA of South Florida.

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LeadBoldly | 2015 Annual Report

Lead Boldly

Set the standard high and rise to meet the challenge

Spark innovation and take prudent risks

Honor, respect and embrace diverse perspectives 3

Today’s community issues are complex and have many moving parts. To create sustainable solutions we must work together. This is why we believe to lead boldly, you must honor, respect, and embrace diverse perspectives.

Nowhere is this more important than in Broward. Our county is now the most diverse in Florida - that’s why it is such a dynamic and exciting place to live. Paradoxically, this rich diversity can threaten our sense of community and splinter us into isolated economic, cultural and ethnic groups.

That’s Impact!

One of the most powerful ways to combat this isolation is through the universal language of art. Art of Community uses the arts to start conversations between disconnected residents and provides them with nonthreatening ways to work together on common problems. This work helps to bridge, bond and build community; by connecting neighbors to each other and the place they call home. Research shows us that when residents know and respect each other, voter participation goes up, crime goes down and economic activity increases.

So far, more than 50 different Art of Community programs in 25 Broward cities have engaged more than 300,000 residents. These residents report an increased sense of community ownership and connection to each other, while addressing issues such as public safety, historical preservation, education, neighborhood revitalization and much more.

A partnership with the Broward Cultural Division has made this work even more potent, by putting Art of Community at the center of thousands of projects within the year-long celebration of Broward’s centennial. Broward 100: Celebrating the Art of Community produced hundreds of events and activities to build community unity through the arts.

50

Art of Community projects have taken root in

25 Broward cities

cfbroward.org/artofcommunity

People working rt. t ogether through a

Residents from all over the county participated in Duende, the grand finale weekend celebration of Broward’s centennial after a year of Broward 100: Celebrating the Art of Community.

A graduate of Cornell, Yale and Harvard Law, Fred Jaqua served as legal counsel for some of the world’s largest corporations. Throughout his career, Fred proved again and again that he knew how to build consensus and unite those with diverse perspectives. Fred recognized those same abilities in us and chose to create the Frederick W. Jaqua Fund of the Community Foundation of Broward through his estate plan. Now Fred is supporting Art of Community. Though he is gone, Fred continues to invest in the community he loved in ways that reflect his deeply held conviction that to lead boldly, we all must honor, respect and embrace diverse perspectives.

t ed AND it has gr0a!n $742,00 $3.2M

$2.9M

2009

2015

Fund Gift

Fund Balance

Frederick W. Jaqua

A Legacy of Bold Leadership

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LeadBoldly | 2015 Annual Report

2014 - 2015 GRANTS Thanks to the bold leadership of our Fundholders, we invested $7.8 million in causes that matter this fiscal year. Here are just a few of this year’s grants.

$168,053

Justice for Animals Arts and Culture Civic Engagement

Education Health and Wellness Human Services

Justice for Animals

Abandoned Pet Rescue

Power to the Pets Through Wellness

$14,600 Total Grants

$168,053

To provide veterinary care to 320 shelter animals and promote their adoption.

Helen and Frank Stoykov Charitable Endowment Fund

$517,494

Humane Alternative Rescue, Rehabilitate and Adopt Special Needs Pets

$4,000

To rehabilitate and make ready for adoption special needs animals.

Helen and Frank Stoykov Charitable Endowment Fund

Cats Exclusive Low-income Clinic Subsidy Program

$5,000

Provides an alternative to pet surrender by helping financially challenged residents care for their pets.

Helen Victoria Foote Fund

Equine-Assisted Therapies of South Florida Mission Advancement

$2,000

To provide the optimum quality of life for therapeutic horses through the delivery of nationally accredited and monitored care.

The Elizabeth Cotter Memorial Fund

Feline Rescue Cats at Risk in Deerfield Beach

$5,000

To spay and neuter feral cats in impoverished neighborhoods of Deerfield Beach.

Helen and Frank Stoykov Charitable Endowment Fund

ase e r c n i % 1 1 n There was ading a loving home. in pet s f in Feline Rescue

cfbroward.org/grants2015

an in crease o f 5% o v er!r last y e a

$7,759,202

$1,556,334

TOTAL GRANTS

$2,836,256

$1,258,063 $1,423,002

Bru tus, an abandoneand Einngfeliscthiobun.lld

og,

was plag ued by Rescue Through Abandoned Petwas able to he underwent su rg ery and me. find a perman ent ho

Abandoned Pet Rescue

d Increasing dems an for servic es hathesesienze EATSF do ublem in the of it s progra ars. last six ye Equine-Assisted Therapies of South Florida (EATSF)

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LeadBoldly | 2015 Annual Report

Arts and Culture Total Grants

$1,556,334

Art and Culture Center of Hollywood Teen Arts Ambassadors

$6,500

To provide leadership and career readiness for 30 youth, ages 14-18, to help develop their soft skills through community outreach events.

Brogan Family Fund, The Wil and Susan Greaton Fund

Broward Cultural Division Broward 100: Celebrating the Art of Community

$250,000

To support Broward 100: Celebrating the Art of Community, a year-long community-wide celebration that commemorates Broward ‘s centennial through art projects that promote civic engagement.

Mary and Alex Mackenzie Community Impact Fund, Mary N. Porter Community Impact Fund, Susan and Jack Loving Unrestricted Fund, Leonard and Sally Robbins Fund

City of Fort Lauderdale Transportation & Mobility Department Painted Intersections

$42,000

Design and paint murals on city intersections and create a sense of place that promotes community involvement and traffic safety.

Community Impact Fund

Fat Village Center for the Arts Creative Summer Art Camp Scholarships

$10,000

To provide low-income students with summer camp to learn life skills and critical thinking through the arts.

Rick and Rita Case Fund

The South Florida Pride Wind Ensemble 2016 Youth Pride Band

$5,000

To perform annual concerts and outreach to hundreds of students while promoting anti-bullying messaging.

John C. Graves Charitable Fund

s o v er a h y t n u o C B ro w a rd 1 0,0 0 0 artists an d 6,523sin esses bu d e t a l e r s t r a empl oyingple!

23,497 pe o The South Florida Pride Wind Ensemble

cfbroward.org/grants2015

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Broward Cultural Division

Art and Culture Center of Hollywood

More than 1,200 talented loc als au dit ion ed fo r

“WE”…The Passion & Rhyt hm

of the Pe ople.

Fat Village Center for the Arts

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LeadBoldly | 2015 Annual Report

Civic Engagement

g Mo re than 120 garden ers are establishin space at the commu nit y garden.

Fort Lauderdale Council, Navy League of the United States Mission Advancement

Total Grants

$517,494

Sea to Shore Alliance Healthy Oceans Bus

$23,000

Enhance the morale of active-duty personnel and their families and expose young people to the values of our sea services.

Milton B. and Ruth R. Pulch Fund

Reduce the adverse effects of marine debris on the coastal system through use of the Healthy Oceans Bus mobile learning unit.

Captain Blair Albert Fund, Jerry Taylor and Nancy Bryant Fund

Friends of Birch State Park

National Wildlife Federation

$4,000

Coastal Dune Lake Improvement Project - Long Lake

Broward Centennial Habitat Gardens

Provide habitat restoration and clean-up efforts of Long Lake, a coastal dune lake within Hugh Taylor Birch State Park.

Joseph P. and Patricia A. Moore Fund

Create 100 habitat gardens that promote pollinators, provide community garden space, eliminate chemical use and propagate native wildlife.

Ginny and Tom Miller Fund, Frederick W. Jaqua Fund

$15,000

$24,000

Highland Gardens Community Garden Food Forest Demonstration Project

$2,500

Create a community garden that maintains the goals of organic and wild gardening practices to produce high-quality food, and provide environmental education, inventiveness and collaboration between citizens and government.

Gardening For Good Fund

Highland Gardens Community Garden

National Wildlife Federation

Fort Lauderdale Council, Navy League of the United States

cfbroward.org/grants2015

Education

4Kids of South Florida

Urban League of Broward County

Spirit of Success Institute

Failure is Not a License (FINAL)

Help young people who have aged-out of foster care develop life skills through mentoring.

Frederick W. Jaqua Fund

Serve 44 students with behavioral issues and underperformance in math and reading at William Dandy Middle School through School is Cool.

Mary N. Porter Community Impact Fund

$20,000 Total Grants

$2,836,256

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$65,000

Hispanic Unity of Florida Community Service Learning Activities Project

$25,000

Museum of Discovery and Science

Promote academic learning, personal growth and civic responsibility for 300 youth, ages 12-19, in Title I schools.

The Sherman “Red” Crise and Evelyn R. Crise Memorial Fund, Kresge Unrestricted Fund

$84,000

Hollywood Hills United Methodist Church

Creation of a Pilot Project on the Use of Tablets and Exercise to Enhance Older Adults’ Working Memory

Beyond the Kármán Line: The John H. Rau Comprehensive Learning Initiative in Space Science Provide a comprehensive initiative highlighting space exploration, astronomy, and astrophysics through exhibits, programs and films to over 150,000 residents of Broward.

John H. Rau Space Education Fund

$14,000

Increase memory by 10% and build self-esteem and quality of life through physical activity, brain exercises and technology workshops.

Everett H. Metcalf, Jr. Unrestricted Fund

Museum of Discovery and Science

76% of youth

ho ol improved t hetirensdcanc e. g ra d e s o r a t

Hispanic Unity of Florida

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LeadBoldly | 2015 Annual Report

Health & Wellness

Healthy Mothers Healthy Babies Coalition of Broward County Saving Babies through D.O.S.E.

Total Grants

$1,258,063

Schott Saturdays: A Community of Fun, Fitness and Friendship

$15,000

$10,000

Train first responders and child service providers to identify unsafe infant sleep conditions and educate the public about crib safety.

Loren R. Lyons Fund, Maxine Powers Hofert Fund, Harry Hamilton Fund, Herschell and Margo Lewis Fund, William A. Krueger Charitable Fund

Henderson Behavioral Health Helping Individuals Live Longer (HILL)

$10,000

Provide primary care services for up to 200 underserved and uninsured individuals who receive behavioral health services and suffer from chronic diseases.

Julia C. Baldwin Fund, Blockbuster Entertainment Unrestricted Fund, Kathleen Kinney Slappey Fund

Nova Southeastern University Establishing the Safety of JFD-WS, a New Cancer Drug

$50,000

Further establish the safety of a new anti-cancer drug being used for treating breast, prostate, ovarian, and colorectal cancers.

Mary N. Porter Designated Fund

Nova Southeastern University’s Dr. Appu Rathinavelu in the laboratory.

SCHOTT COMMUNITIES

Provide a series of workshops, field trips and activities to increase communication, self-esteem, tolerance, and inclusion of special needs adults and developing youths.

Jan Moran Unrestricted Fund, LaVere G. and Mabel R. White Fund

The Starting Place Family Engagement Program

$10,000

Work with children and families with substance abuse issues to improve their ability to withdraw from and/or maintain sobriety from addictive substances.

Keith W. Dunn Restricted Endowment Fund, Rumbaugh Family Fund, Everett H. Metcalf, Jr. Unrestricted Fund

ary m i r p e l b a t Ac c ess t o osves t he overall c a r e i m p r 8 0% o f t h o s e l i v i n g healt h o f al illn ess. wi t h men t

Schott Communities’ youth learning sign language.

cfbroward.org/grants2015

Human Services

ARC Broward

SunServe

Positive Employment Assistance: Job Coordination for HIV+ Individuals

Center for Financial Stability

$10,000 Total Grants

$1,423,002

23

Assist 100 people with developmental disabilities to enter the workforce.

Jonathan Dominguez Fund, Steven Halmos Family Fund

Gateway Community Outreach Affordable Housing Program

$15,000

Supply over 9,800 families and individuals facing economic crisis with food, case management and financial support so they can become self-sufficient.

Bank of America Field of Interest Fund, Mary N. Porter Community Impact Fund

Legal Aid Service of Broward County

Legal Empowerment and Assistance Project for Women (LEAP)

$20,000

Provide free civil legal services to economically challenged girls and women to help them enter and remain in the workforce.

Annette Van Howe Women’s Fund, Ann Adam’s Fund, Women’s Fund

$15,000

Place HIV+ individuals at diverse Broward workplaces to increase their financial stability, sense of selfworth, treatment adherence, access to housing and behavioral health.

Theodore H. Gilbert Fund, Bank of America Unrestricted Fund, Frederick W. Jaqua Fund

Rebuilding Together

Improving Health Outcomes for Seniors through Housing Activities

$15,000

Conduct home and safety repairs to residences owned by seniors to ensure their homes are free of mold, pests and rodents to improve their physical, mental and emotional health.

William G. Roy, Sr. Fund, Sheldon and Bobbe Schlesinger Fund, Erwin M. Vasquez, M.D., and Elaine Vasquez Family Foundation Fund in honor of Doctors Natalie A. and Oscar Nadeau

Rebuilding Together

LEAP Supervising Attorney, Sharon Bourassa, and Project Coordinator, Sheryl Todd.

king In 2014, womenUw.Sor. were f ull time in the an men. paid 21% le ss th

Twins, Miguel and Pedro, have been served by ARC Broward for over 15 years.

82% of employers report staff with disabilities are highly motivated and ef ficient.

24

LeadBoldly | 2015 Annual Report

Community Builders lead boldly 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 give back. It’s working. The ranks of our Community Builders have grown 400 percent in the last decade.

Sue and Jim Acheson

Jim Acheson’s grandfather was a protégé of Thomas Edison and helped create the light bulb. This inquisitive spirit has, for three generations, inspired the Acheson family to seek out ways to improve their communities.

When Jim and his wife, Sue, moved to South Florida from Michigan, they were looking for a partner to guide their charitable giving in their new hometown. They established the James C. Acheson Fund in support of 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 sightimpaired, and paramedics and their families.

James I. Coddington, Jr.

Born in New Jersey, James lived in Virginia, New York, Boston, Nantucket and Chicago.

But it was in Lauderdale-by-the Sea where he finally put down roots. He believed good health was the right of all and so 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 at 49, they wanted to honor her memory and 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.

As a result, the Community Foundation was established to connect people who care with causes that matter. Libby and Jack believed in the power of endowment and the importance of unrestricted assets. 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 Funds at the Community Foundation to support research into both these diseases and to address the urgent needs of the beloved community they 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 of the businesses he ran to new heights. He took the same approach to planning his estate that he did in business. He was thoughtful and strategic and established a number of Funds to care for his interests in the arts, family services and the leadership work of the Community Foundation.

cfbroward.org/communitybuilders

Mary Mackenzie

Founder of the multinational clothing empire Motherhood Maternity, Mary was born in Cairo and built her business in California. Yet she chose South Florida as her residence and home to her charitable legacy, expressed by the Mary and Alex Mackenzie Community Impact Fund.

Everett Metcalf

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 keeps our community informed, empowered and connected.

Gloria and ALvin Ross

Alvin served his country in World War II. Shot down over occupied France in 1943, Alvin escaped to Spain by walking over the Pyrenees Mountains. He returned to his hometown of Elberon, New Jersey where he and his wife, Gloria, worked hard to build a successful modular home business and raised four children. They created the Alvin and Gloria Ross Community Care Fund to provide support and training for those special caregivers who improve the lives of individuals with dementia.

Louise B. and Joseph S. Rumbaugh

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 their favorite nonprofits.

Rose Miniaci

FRANCIS A. AND ADELINE M. SINES

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.

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.

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 where at-risk youth are taught basic automotive and life-management skills, 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

Mary N. Porter

As hands-on philanthropists, the Vasquez family are committed to helping the elderly receive better medical and social services.

They established a Fund at the Foundation that encourages innovative programs to assist the elderly.

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 Funds to ensure the Porter name will forever nourish this community. Mary’s gift of more than $43 million is the Foundation’s largest gift to date.

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 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.

25

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.

26

LeadBoldly | 2015 Annual Report

The Legacy Society The Legacy Society of the Community Foundation of Broward honors forward-thinking philanthropists who will leave an indelible mark on our community through a gift from their estate. Please celebrate with us the members of the Legacy Society for their commitment to lead boldly.

Suzanne Y. and Edward R. Allen Anonymous (42) 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 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 Donald C. Grobmyer 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 Jan Amis Jessup 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 Carol Landau Edward W. Landgren Kevin Lane Thomas H. Lindsey Gabriele E. Magdanz MP and James Malone Patricia Martinez James D. McKenzie Jo Ann K. and Donald B. Medalie Greg Medalie Daryl G. Miller Virginia I. and Thomas J. Miller 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 Nancy and Dave Reierson Sally J. Robbins Hugh E. Root Charles L. Ross Gloria and Alvin Ross Franklin R. Schmidt Ella and Reuven Shefer Grace Dudleck Shepherd Patricia A. Shub Edith A. Slurf 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 May Jean and Lou Wolff Sylvia K. Yohalem As of June 30, 2015

The Legacy Society’s promised gifts have reached a record

$200 million

James and Bonnie Collins

cfbroward.org/legacy

Steve Hudson, Mitchell Grant and Greg Unwin Moore helped presenter, Peyton Robertson, demonstrate the ripple effect of philanthropy.

Christy Lambertus and Sally Robbins

Joan Crain, Peyton with Hadley and Delaney Robertson, Linda Carter and Betty Davis

O u r y o u ng e sgt e s Fu n dhol d ers a

9 an d 13!

27

28

LeadBoldly | 2015 Annual Report

Our 2015 Professional Advisors Council (PAC) The Professional Advisors Council 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 lead boldly with the impact of their gift. Membership is by invitation and is exclusive 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 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.

Frank B. Dolph III Frank B. Dolph III & Associates Mary Sue Donohue, Esq. Law Offices of Mary Sue Donohue

Lowell J. Chick, CPA, MBA Chick and Karo, CPA’s, P.A.

Pamela A. Fau, TO SunTrust Bank, South Florida, N.A.

Jeffrey N. Blaze, CFP® FDR Financial Group

Christina M. Cleveland, FA Merrill Lynch

Ralph L. Focaracci, CPA Ralph L. Focaracci, P.A.

Lesleen Bolt Morgan Stanley

Alan B. Cohn, Esq. Greenspoon Marder, P.A.

John P. Friedrich, Esq. Friedrich & Friedrich, P.A.

Robert B. Judd, Esq. Hackleman, Olive and Judd, P.A.

Judy B. Bonevac, Esq. Judy Barringer Bonevac, P.A.

Richard G. Coker, Jr., Esq. Coker & Feiner, P.A.

Charles A. Goff, Esq. Casoria & Goff, P.A.

Thomas O. Katz, Esq. Katz Baskies LLC

Joan K. Crain, TO BNY Mellon Wealth Management

Adam S. Goldberg, Esq. Krause & Goldberg, P.A.

Robert L. King, Esq. Robert L. King Law Office

James B. Davis, Esq. Gunster

Deborah P. Goodall, Esq. Goldman Felcoski & Stone P.A.

Robin J. King, Esq. Locke Lord LLP

Lawrence L. Davis, LLM, CPA Law Office of Lawrence L. Davis, P.A.

Henry Goode III, FA Spartan Strategies Group

Leonard Kinker, CPA (retired)

David J. Diaz, CFP® Merrill Lynch

Katherine N. Guida, TO The Northern Trust Company

Tracey Kinker, CPA Tracey J. Kinker CPA, P.A.

James M. Dolan, CPA James M. Dolan, P.A.

Marie C. Hansen, TO The Northern Trust Company

Curtis J. Kuramoto Merrill Lynch

Marlon A. Hill, Esq. Hamilton, Miller and Birthisel, LLP

James B. LaBate The LaBate, Tidwell Group at Morgan Stanley

Richard A. Berkowitz , JD, CPA Berkowitz Pollack Brant Advisors and Accountants

Douglas F. Hoffman, Esq. Rudolf & Hoffman, P.A. Kenneth M. Jones, Esq. Moody, Jones & Montefusco, P.A. Jennifer Jones, LLM, CFP Nostro Jones Attorneys at Law

John Lacy, FA Merrill Lynch Stephen J. LaForte BNY Mellon Wealth Management

cfbroward.org/PAC

29

These pro fessi onals have all chosen to wo rk wi th us!

Professional Advisors Council (PAC) members attend a networking and educational meeting.

Christine L. Lambertus, Esq. Lambertus & Lambertus, P.A.

Kenneth R. Mikos, Esq. Kenneth R. Mikos, P.A.

Barry S. Schinder, Esq. Barry S. Schinder, P.A.

John Torregrosa UBS Financial Services, Inc.

Jody Leslie, Esq. Leslie & McLaughlin, LLP

Cort A. Neimark, Esq. Lubell & Rosen

Ilene S. Schnall, J.D., LLM Ilene S. Schnall, P.A.

Charles L. Verner UBS Financial Services, Inc.

Vladimira Libansky, Esq. Robert L. King Law Office

Lucinda Golfin Ortigao SunTrust Bank, South Florida, N.A.

David M. Scully, Jr., Esq. Loving Scully Law Group, PLLC

Debra Vogel Wells Fargo

Jeffrey S. Selzer, Esq. Selzer & Weiss, Attorneys at Law

Jo Ann Voight, CPA Jo Ann Head Voight, P.A., CPA

Barbara A. Shore, Esq. Barbara Ann Shore, P.A.

Patricia R. Voss, Esq. Patricia R. Voss, P.A.

Peter A. Portley, Esq. Portley and Sullivan

Jeffrey Shover Morgan Stanley

Raymond J. Powers Powers & Disque, C.P.A., P.A.

William A. Snyder, Esq. Snyder & Snyder, P.A.

John M. Walsh, J.D. Fusion Analytics Investment Partners, LLC

Carlos J. Reyes, Esq. Reyes Law Group, P.A.

William F. Sullivan, Esq. Portley and Sullivan

Jennifer J. Robinson, Esq. The Northern Trust Company

Eric W. Sulzberger, Esq. Law Offices of Sulzberger & Sulzberger

Jack R. Loving, Esq. Loving Scully Law Group, PLLC David Lum CFP® Merrill Lynch Kristen M. Lynch, Esq., AEP, CISP, CTFA Fowler White Burnett, P.A. Anne B. MacLean, Esq. MacLean and Ema Mark R. Maller TD Bank Patricia Martinez AIG

Frederick F. Perry U.S. Trust, Bank of America Private Wealth Management

Anne J. McPhee, Esq. Studenberg Law

Charles D. Rubin, Esq. Gutter Chaves Josepher Rubin Forman Fleisher, P.A.

Donald B. Medalie, Esq. Medalie & Medalie, P.A.

Gary L. Rudolf, Esq. Rudolf & Hoffman, P.A.

Greg Medalie, Esq. Medalie & Medalie, P.A.

Gregory J. Schaeffer Morgan Stanley

Misty Weinger, CPA/CFF, CVA Kofsky, Hartman & Weinger, P.A. Steven H. Woods, CPA Keefe, McCullough & Co., LLP Ghenete Wright Muir, Esq.

Gene C. Sulzberger, J.D., TEP, CFP® PRS Investment Advisory Donald R. Tescher, Esq. Tescher & Spallina, P.A.

Charles D. Zalakar, CTFA The Northern Trust Company Kurt D. Zimmerman, Esq. Zimmerman & Associates, P.A. As of June 30, 2015.

Benjamin A. Tobias, CFP , CPA/PFS, CIMA ®, AIF® Tobias Financial Advisors ®

30

LeadBoldly | 2015 Annual Report

Leadership takes a TEAM Our team is made up of the region’s most qualified community and philanthropic experts. The group’s diverse skills deliver the customer service philanthropists expect from a world-class philanthropic advisor. Each member works to inform, empower and connect Fundholders to help them lead boldly and reach their personal charitable goals. For Good. For Ever.

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 and is a member of the Sun Sentinel South Florida 100. Linda is a South Florida Business Journal Broward Ultimate CEO award recipient, a Broward native and a graduate of the University of Florida.

Sheri Brown

Nancy Reierson

Thor Barraclough

Jennifer Stewart

Vice President of Grants & Initiatives is a member of the South Florida Advisory Council of the Florida Philanthropic Network, the Council of 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 a Broward native and a graduate of Florida A&M University.

Chief Financial Officer has more than 25 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. She is a graduate of the University of Pittsburgh and Duquesne University School of Law. In her free time, Carol loves to cook and travel.

Vice President of Marketing & Communications has more than 20 years of corporate and nonprofit communications experience in Australia, the U.K. and U.S. He is a former vice chair of Equine-Assisted Therapies of South Florida. He has worked in corporate communications for multinationals such as Bank of America and ExxonMobil.

Thor has a B.A. from Australia’s Curtin University and an M.P.H. from FIU. The Leadership Broward graduate recently served on the executive committee of Citizens for Broward’s Children. Thor is a Ready2Lead graduate.

Ryan Shull

Minh Trang Ngo

Carol Dorko

Controller has more than 20 years of broad experience in public accounting, corporate financial management, and human resources in the public and private sector. He has served as outside auditor and consultant to a diverse range of nonprofits and for-profit organizations and held roles as a controller and financial manager. Ryan, a Broward County native, earned a graduate degree in Accounting from the University of Florida and is a member of the Florida Institute of CPAs.

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 BGCA’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.

Vice President of Philanthropic Services has 15 years of experience working with leading South Florida agencies. Prior to that, she had a 17-year career at AT&T that focused on revenue generation. She is a Board member of the Planned Giving Council of Broward and a Community Foundation Legacy Society member.

Nancy is a New York native and a graduate of The New School in New York City. She loves to exercise, read and play with her Jack Russell Terrier, Simon.

Chief Stewardship Officer has more than ten years of experience leading development efforts at Women in Distress and Children’s Harbor. She is a graduate of Florida International University’s School of Hospitality Management. The Leadership Broward graduate was recognized as the 2014 Outstanding Fundraising Executive by the Association of Fundraising Professionals of Broward County.

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 joined the Foundation with 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. Most recently, she worked at the Sun Sentinel Children’s Fund, as its Charitable Giving & Communications Manager. Angelica is a graduate of St. Thomas University.

cfbroward.org/leadership

opic 150 ye ars of philant hr expert ise an d co mmunity kn owle dg e.

WOW!

Standing from L-R: Ryan Shull, Thor Barraclough, Sheri Brown, Minh Ngo, Carol Dorko, Angelica Rosas, Nancy Reierson, Jim DeChant Seated from L-R: Jennifer Stewart, Amanda Kah, Linda Carter, Nancy Walton, Andrea Gregory

Jim DeChant

Program Manager received his MBA from FAU in International Business and brings more than 30 years of diverse experience in the nonprofit, human capital and natural resources industries.

He has served on the board of directors for a variety of organizations dedicated to improving our community and helping people in need. Jim and his wife, Donna, love sports, travel and photography and are parents to three wonderful children.

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, is a Reiki practitioner of the Usui lineage, and a 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.

31

LeadBoldly | 2015 Annual Report

2014 - 2015 Finances The Foundation granted a record $7.8 million in 2015 and moved up four spots to 90th in the nation’s top 100 community foundations by asset size.

Total assets

Investment Returns

Total grants

as of June 30, 2015

$172M

Community Foundation of Broward Target Allocation Benchmark

$173,408,645

32

$7.8M

8.5% $61M

8.9%

$3M

5.5%

5.9%

$11M $1.2M $8.7K 2015

2005

1995

1985

.4%

$7K 2015

2005

1995

1985

.2%

1 year

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.

That’s world-class oversight!

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/financials

33

Below the national averag e!

Condensed Statement of

operating expenses

Financial Position as of June 30, 2015

as a percentage of Total Assets

Our operating expenses are consistently less than 2% of our total assets, which garners high marks in our field.

Assets

Cash $ 862,851

Investments at market 167,491,409

Pledges and bequests receivable 1,743,713

Assets under split-interest agreements 635,533

Prepaid expenses and other assets 333,773

Other real estate 500,000

Property and equipment, net 398,739

Total Assets $ 171,966,018

2% 1.9 % 1.2 %

1.2 %

1.3%

0%

2012

2013

2014

2015

Liabilities Accounts payable and accrued expenses

$

467,676

Grants payable Deferred revenue and liabilities under split-interest agreements Agency transaction payable Total liabilities

1,856,650 372,227 17,387,988 20,084,541

Net Assets 151,881,477

Total Liabilities And Net Assets $171,966,018

asset allocation

Growth Assets Risk Reduction Assets Inflation Protection Assets

as of June 30, 2015

Condensed Statement of

Activities and Changes in Net Assets

Domestic Small Cap Equities

Domestic Large/Mid Cap Equities

6%

28%

Non-US Developed Equities

18%

Non-US Emerging Market Equities

7%

6%

Hard assets/ natural resources

12 Months Ended June 30, 2015

Support and Revenue

Contributions $ 8,300,034

Net investment income 713,542

Other revenue 153,279 Total Support and Revenue 9,166,855

Expenses

Grants and programs 8,594,612

Administrative 830,447

Donor development 457,067 Total Expenses 9,882,126

Change in value

of split interest agreement (38,338)

Change in Net Assets (753,609)

Net Assets

Beginning of year - July 1, 2014 152,635,086

5% 15% Hedge Funds

14% Fixed Income

1% Cash

Private Equities

End of year - June 30, 2015 $151,881,477 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 offices and on our website at cfbroward.org/financials

34

LeadBoldly | 2015 Annual Report

Why partner with the Community Foundation of Broward?

Your Philanthropy Experience When you open a Fund at the Community Foundation of Broward, you instantly gain a team of experts who will maximize the impact of your giving and ensure it is a joyful, rewarding and worry-free experience. Your Foundation team will provide expert philanthropic counsel and handle all the legal compliance, administration, and monitoring you expect from a nationally recognized, full-service foundation. We call this “your philanthropy experience.” If you decide to create your own personalized charitable Fund, this is what you can expect on your journey to game-changing philanthropic impact.

Values 360o Experience u

Facilitated discussion about your values and interests – your life stories. u Development of your Philanthropic Mission Statement. u Documentation of your values, interests and mission to chart your philanthropic journey.

Philanthropy Planning u Create

your philanthropy plan based on your Values 360o experience. u Structure your philanthropy plan so that it is strategic and reflects who you are.

Sign the Fund Purpose Agreement u

Name your Fund – create your legacy.

Define the purpose of your Fund – reflective of your values and interests. u We create the right Fund type structured to meet your needs. u

Welcome & Orientation u

Receive your philanthropy playbook with all your pertinent Fund information. u Enjoy a rundown of our calendar and its social and educational opportunities.

Grantmaking Based on Your Philanthropy Plan u

Due diligence of nonprofit programs.

Error-free and timely processing of grants. u Know you are making an impact through reports and success stories. u Comprehensive quarterly financial statements of all Fund activities. u

Educational Opportunities and Special Invitations u

Learn about causes and organizations through organized site visits. u Join like-minded philanthropists and community leaders at Food for Thought experiences – fun and educational events.

Annual Evaluation of Your Philanthropy Experience u

Sit down with your Community Foundation team to ensure your philanthropy continues to be joyful, fun and reflective of your values.

Peace of Mind u

Your Fund has access to our sophisticated investment portfolio with world-class oversight. u Constant compliance with the ever-changing IRS regulations and best practices. u Experience the joy of giving, knowing we handle administrative detail. u Receive community updates: annual report, newsletters and special community reports.

Community Builder Planning for endowed Funds seeded with a minimum of $1 million u Memorialize your legacy among leading philanthropists on our beautiful donor wall. u Celebrate your philanthropy at a private reception. u Inspire others with a Community Builder announcement card.

u o y p l e h n a c e W

Call us at 954.761.9 503 or visi t c fbroward.org #c fbroward @c fbroward

For Good. For Ever.

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.