E PLURIBUS UNUM “Out of many, one”
2015-2016 Report to the Community
Out of many, one : THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE
It’s simple: Without you, there would be no Community Foundation of Middle Tennessee. Bringing people, ideas and passions together was the vision our Founders shared when forming our Community Foundation 25 years ago. They aspired to create a place that would see Middle Tennessee into the future and would grow assets that, in time, would be invested in nonprofit organizations weaving a web of support around the region and all who call it home. Without the collective generosity and passion of individuals, families and businesses looking to make a difference through effective giving — both today and in perpetuity — our role would not exist. Together, Out of Many, we have become a thriving, diverse community, with a Community Foundation strengthening and improving our community for the benefit of all. A better understanding of our community and how it is evolving helps each and all of us make the most effective use of our precious philanthropic funds. Out of the efforts and contributions of many, we are working to strengthen our caring, smart and welcoming community — focused on today and a bright future.
2015-2016 Report to the Community
“The Community Foundation is now 25 years old, and I have yet to have a bad day...” But Ida’s gifts continued. Her next gift was to assemble a group of Nashville’s civic leaders who were charitably inclined, many of whom had seen, firsthand, the good being done by community foundations elsewhere. And suddenly, there I was, in the company of Alyne Massey and Elizabeth Queener, of Judy Liff, of George Bullard, and of Betty Brown — each of whom knew what we’d been missing! And each of whom knew that from the collective efforts of many, a great organization could be born and our community could thrive: E Pluribus Unum. Ted Lazenby signed on to be our first chair of the Steering Committee. Ben Rechter, Dick Eskind and Bill McInnes each brought their unique skills to bear. Shirley Caldwell-Patterson dropped by my office — in my garage — to help type in names and addresses on my computer. And, in April of 1991, we had a crowd filling the HCA Auditorium to hear experts from Community Foundations in Palm Beach, Atlanta, Memphis, etc. In that crowd were Margaret and Dan Maddox, Jack Turner, Martin Brown, Charlie Trost, Noah Liff, Aubrey Harwell, and a broad range of philanthropic icons. Actually, if you are reading this, you very well may have been there with us. … And, by July 26, 1991, we had our 501(c)(3) determination letter, and we were off and running. I must admit it seems like yesterday. So many have worked together to create and build and sustain The Community Foundation over these initial 25 years. … From their individual and collective efforts — YOUR efforts — literally thousands of good things have happened. I am grateful to each of you! The Community Foundation is now 25 years old, and I have yet to have a bad day at its helm. … How lucky am I? That luck was made possible by Ida Cooney, Pete Bird and the Frist/HCA Family who — in the mid 1980s — had begun discussing the fact that Nashville was the last city of any size in the U.S. to get a Community Foundation. When I heard that, I asked: “What’s a community foundation?” Until that moment, I’d been naïve, never noticing that the moniker “private foundation” included an adjective that meant there could be other types of foundations. The day I first heard the words Community Foundation was the last week of September in 1990, and I was having lunch at the old Cakewalk restaurant with Ida Cooney (sitting in the smoking section, which I would only have done for her). After that lunch I followed her back to her office, and she and Pete Bird loaded me up with books and sent me on my way. I came back a week later for more books. … and I’ve been coming back to those books incessantly in the decades since. 2 • The Community Foundation of Middle Tennessee
Laundrea Lewis had begun a second job in 1991, helping create The Foundation. In 1993, Bill McInnes introduced us to Melisa Currey, and she left HCA and came to serve as our Comptroller. They are the closest things I will have to sisters. It is my honor to still get to work with them both, lo these many years later. As well as Michael McDaniel, Maria Morris and Amy Fair, whose tenures date to the mid-late 1990s, and many dear friends who arrived more recently. Whatta team!!!!! It’s hard to end a story that continues to unfold each and every day in new and unexpectedly charming ways. … but I must do so by thanking the most important people: YOU! If you are reading this, it is because you care about our community. If you are reading this, you may have already allowed us to help you help others. … or you may one day be looking for a vehicle to make a real difference. It’s an honor to serve YOU and YOUR COMMUNITY FOUNDATION. Thank you for caring about this place we all call home. Please keep it up!!! There is much yet to be done!!! My best, Ellen President, The Community Foundation of Middle Tennessee
TABLE OF CONTENTS Intro 4-5 Arthur J. Dyer Bridge Fund
6-7
Jacob and Joy Charitable Fund
8-9
Brenda and Colin Reed Advised Fund
10-11
Wearwell Employee Care Fund
12-15
The Big Payback
16-17
Fund for Strategic Opportunities
18-19
ChildcareTennessee 20-21 NashvilleHealth 22-23 Metropolitan Nashville Police Support Fund
24-25
Francis S. Guess Bridge to Equality Fund
26-27
2015-2016 at a Glance
28-29
Looking Ahead NEW FUNDS
Photography by Anthony Scarlati
30 31-37
Our Staff
38
Our Board
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Philanthropist, businesswoman and community activist Martha Rivers Ingram, along with her late husband, businessman E. Bronson Ingram, were generous benefactors of The Community Foundation since our beginning 25 years ago. Their Ingram children — sons Orrin, John and David and daughter Robin Ingram Patton, each a civic leader in his or her own right — have followed suit. The Ingram name figures prominently in our list of funds. Ingram Barge Company — now known as Ingram Marine Group — began as a family-owned and operated organization and continues as one today. Its fleet is made up of more than 150 towboats, and nearly 5,000 hopper and tank barges. 4 • The Community Foundation of Middle Tennessee
“Eventually, all things merge into one, and a river runs through it.” — NORMAN MACLEAN, “A RIVER RUNS THROUGH IT AND OTHER STORIES”
Nashville is a river town. Then, now and forever more. The Cumberland River, which flows through downtown, has been used by humans since the end of the last Ice Age. Native Americans and hunters thrived on its banks. James Robertson founded Nashville in 1780 and led a group of pioneers to build a fort, originally known as Bluff Station and later called Fort Nashborough, on what is now called Riverfront Park. Time passed. Commerce commenced in earnest. Flatboats and later steamboats hauled tobacco, cotton and other produce south on the Cumberland from Nashville to the great port of New Orleans. Union gunboats patrolled the river through the Civil War. In time, the U.S. Army Corps of Engineers built locks and dams that led to better navigation and shipments of timber, coal, oil and gravel. Hydroelectric power also resulted, as did recreational and commercial opportunities via the reservoir sites that included Dale Hollow, Center Hill, Percy Priest and Old Hickory lakes. It took the so-called “Thousand-Year Flood” of 2010 to remind Middle Tennesseans just how much we’re dependent on the river, and how dependent we are on each other. The Community Foundation of Middle Tennessee, which established the Metro Nashville Disaster Response Fund in 2002 and the Tennessee Emergency Response Fund in 2008, took a leadership role in the disaster recovery efforts. It’s a big part of what we did and still do. We helped spearhead flood relief initiatives that included a nationally televised telethon and numerous benefit concerts - capped by nine sold-out
Garth Brooks concerts at Bridgestone Arena - raising millions of dollars for flood relief. A flood recovery network hotline was established to connect victims to case management helping to navigate services needed, and two years later we allocated the last of the $15.04 million entrusted to us for flood relief and recovery from donors across Middle Tennessee and the world.
We rallied. We persevered. We recovered. Our recovery continues at a brisk pace. We’re now dubbed “The It City.” The once-submerged riverbank — where 143 tons of debris were cleared from the Cumberland and its tributaries after the 2010 flood — is now teeming with unprecedented construction. The crane, it has been said, is our unofficial city bird. Thousands of tourists and locals enjoy the honky-tonks and hangouts of Lower Broadway virtually every night. It’s Times Square in tight-fittin’ jeans, Bourbon Street with a country beat. There are growing pains, to be sure, numerous and not to be neglected. Traffic and transportation issues, affordable housing, childcare, digital inclusion, human relations and immigrant assimilation join the raft of timely and timeless challenges that just won’t go away: hunger, homelessness, and a quality education for all. We’re all in this together, said our mayor at the time of the 2010 flood, Karl Dean. He meant it. WE meant it. YOU meant it, Middle Tennessee. Virgil was right all along. E pluribus unum
— Out of many, one. CFMT.org • 5
ARTHUR J. DYER BRIDGE FUND “When you look at the history of Nashville’s business community, there are only a handful of people who had a real impact on this city’s landscape," wrote Nashville historian Bill Carey in a 2001 Nashville Scene article. "Dyer was one of those.” The name Dyer is likely familiar to you because of Vanderbilt's Dyer Observatory, a structure that Arthur J. Dyer made a reality. But his fingerprints and influence are all over the city. A graduate of Vanderbilt Engineering School in 1891, Dyer started the Nashville Bridge Co. and helped shape our downtown by building structures such as the Hermitage Hotel, Bridge Building, Downtown Arcade and others. His master’s thesis regarding a new bridge to cross the Cumberland River was used to help in planning what we now call the John Seigenthaler Pedestrian Bridge. His philanthropy began in mid-20th century with the establishment of a private foundation, the Arthur J. Dyer-Nashville Bridge Company Foundation. In 1949 for the observatory, Dyer began securing in-kind donations such as materials, labor and expertise from 80 companies and foundations to help the project come to fruition. While his generosity continued for many years, his descendants made the decision to close the Foundation with a final distribution to The Community Foundation of Middle Tennessee in 2015. The resulting Unrestricted Fund is our and his family's effort to preserve not only Mr. Dyer's charitable legacy, but also his place in our community’s history.
Unrestricted Impact Funds An unrestricted impact fund offers the greatest flexibility in responding to the community’s changing needs and allows The Foundation to address issues as they emerge. By creating unrestricted funds, donors create a legacy that will grow and change as their community does.
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JACOB AND JOY CHARITABLE FUND We’ve read and heard time and again that millennials are a generation of givers. But Jacob and Joy Weiss took it to the next level. In planning their marriage last year, the caring, community-minded couple employed the internet rather than the department stores when registering for their wedding gifts. Jacob and Joy launched a crowd-funding web page with the goal of raising money to establish the Jacob and Joy Charitable Fund at The Community Foundation. The Fund’s mission is to target hunger-related issues in Middle Tennessee by providing micro-grants to nonprofits that address food insecurity, food deserts, community gardens, health and nutrition. Not only did the nontraditional wedding registry find success, Jacob and Joy’s story made national news, including a television appearance on the "Steve Harvey" show. The segment concluded with the TV host announcing a substantial donation to their Fund. Jacob and Joy exemplify the ingenuity and generosity of “The Next Generation of American Giving.” In establishing the Jacob and Joy Charitable Fund, they’ve also demonstrated the role The Community Foundation can play in helping young people achieve their philanthropic goals creatively, conveniently, comfortably and cost-effectively. We wish this loving couple a long and happy life together. Their Fund is proof that you don’t need great wealth to make an impact — only a big heart and a willing partner.
Jacob and Joy Weiss haven’t seemed to stop smiling from their engagement through their high-profile, community-minded wedding. Jacob and Joy photo courtesy of Andrew Kenworthy photography
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This loving couple is proof that you don’t need great wealth to make an impact — only a big heart and a willing partner.
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As a prime example of Jacob and Joy’s mission, the kitchens and gardens of The Nashville Food Project continue to churn out nutritious. Volunteers help to prepare and deliver more than 1,000 meals to the city’s underserved populations weekly.
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10 • The Community Foundation of Middle Tennessee
BRENDA AND COLIN REED ADVISED FUND When one generation educates the next generation about the importance of giving back, good things happen. Such is the case with the Reed family, as brothers Sam and Ed Reed prepare to follow in the footsteps of their parents, longtime philanthropists Brenda and Colin Reed. “We learned different things from each of them,” says Sam Reed of his parents. “From my dad, we learned more about treating people right and creating a culture in business that fosters cooperation and raises morale.
With a strong belief in giving back, the Reeds established the Brenda and Colin Reed Advised Fund at The Community Foundation of Middle Tennessee in 2015, with sons Sam and Ed as participants, to support and enhance their Middle Tennessee home. “I know they’re already giving,’’ Brenda Reed says of her sons, “but it will be nice when they can do it on a larger scale.”
“I learned hands-on philanthropy from my mom, who is one of the most generous people you’ll ever meet,” Sam says. “Some of my earliest and fondest memories are of us delivering meals through the Meals on Wheels program,” he continues. “We’d spend three or four days every week during the summer in Memphis just driving around delivering meals to folks. I was probably 10 years old at the time.” Born and raised in England, Colin moved his family to the United States in 1987 to head Harrah’s Entertainment in Memphis. In 2001 he was named CEO of Ryman Hospitality Properties — at the time Gaylord Entertainment — best known for the Grand Ole Opry, Gaylord Opryland Resort & Convention Center, and the historic Ryman Auditorium.
Donor-Advised Funds A donor-advised fund at The Community Foundation gives individuals, families and corporations great flexibility in their charitable giving, with minimal cost. The Foundation helps maximize the joy of giving while minimizing the effort. The Community Foundation staff is available to work with any donor to think strategically about opportunities to invest in issues that matter to them, to determine how to get the greatest charitable “bang for the buck” and/or
Restauranteur brothers Sam (left) and Ed Reed flank their
how to make their charitable vision a reality.
mother, Brenda Reed, behind the counter at their casual Melrose neighborhood seafood spot The Hook. CFMT.org • 11
Kenneth Cagle drives a forklift through the spacious warehouse aisles at Wearwell, Inc. in Smyrna.
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WEARWELL EMPLOYEE CARE FUND It’s hard to imagine that factory workers, restaurant line cooks, laboratory scientists, barbers and hairstylists alike once had no choice but to stand on unforgivingly hard surfaces all day. Then along came a couple of high school buddies, Max Greenberg and Charley Gross. Originally known as Tennessee Mat Company, Smyrna-based Wearwell, Inc. was founded in 1950 in Nashville by Max and Charley, who came up with the idea of converting old rubber tires into high-quality industrial mats for the standing worker. This was long before workplace ergonomics became an industry standard and before recycling materials became the right thing to do.
Stephen Van Winkle (above) and My Nguyen run anti-fatigue matting through machines.
In 2007, Wearwell consolidated three offices under one roof by moving across the Davidson County line to a sprawling, 150,000 square-foot plant next to the Smyrna Airport in Rutherford County. By doing so, the company continued its commitment to manufacturing products locally instead of moving jobs overseas. It’s fitting that a company, whose vision has been to be a “champion” of standing workers with its anti-fatigue and anti-slip surfaces, has established a Corporate Care Fund within The Community Foundation. By doing so, they have shown dedication to championing the health and well-being of their own workers, as well. “To us, [standing workers] are athletes,” says Elliot Greenberg, Wearwell’s chairman of the board and son of company co-founder Max Greenberg, “coached, physically trained, outfitted in protective gear, and ready to go to battle for their team.” And for so many of Wearwell’s athletic workers on their feet all day or all night, it’s comforting to know that they have their playing field covered — safely and effectively — through the Wearwell Employee Care Fund of The Community Foundation of Middle Tennessee. CFMT.org • 13
Hoa Tran lifts a sheet of matting on the production floor at Wearwell.
14 • The Community Foundation of Middle Tennessee
Corporate Giving through THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE
CORPORATE CHARITABLE FUND PROGRAM Using The Community Foundation’s Corporate Charitable Fund program can cut costs and can increase the scope and efficiency of corporate giving. Instead of highly compensated, busy corporate officers fielding and evaluating requests, you can “outsource” the administrative aspects to The Foundation.
CORPORATE CARE FUNDS
Did you know?
Employee assistance funds are not just limited to corporations. CARING FOR THOSE WHO CARE FUND In 2015, The Healing Trust, The Frist Foundation, The Memorial Foundation and others established The Caring for Those Who Care Fund of The Community Foundation of Middle Tennessee, offering qualified nonprofits the opportunity to help employees who have experienced certain unforeseen and unpreventable catastrophic events beyond the employee’s control. To qualify, nonprofits must base their operations out of Davidson, Cheatham, Dickson, Robertson, Rutherford, Sumner, Williamson or Wilson counties, have an operating budget of less than $500,000, employ at least one worker regularly scheduled to work 20 hours per week or more, and maintain a current GivingMatters.com profile.
Corporations often want to support their employees during times of crisis, but aid provided to an individual is not tax-deductible. Now, through a comprehensive program, we can help you help employees facing tragedy. HERE’S HOW IT WORKS: A corporation sets up the Corporate Care Fund within The Community Foundation. The corporation and/or its employees continue to make tax-deductible gifts to the fund over time. When individual employees face serious financial hardship due to natural disaster, life threatening or serious injury, catastrophic circumstance, or death of an employee or an eligible dependent, they can apply for assistance from the fund to help pay for essential living expenses; including medical, housing, utilities and other basic expenses. The Community Foundation processes all applications, insulating the corporation from the decision-making process of helping employees in times of crisis.
2015 Corporate Care Program Summary 355 APPLICATIONS PROCESSED $512,138 IN TOTAL GRANTS SERVED 295 HOUSEHOLDS COMPOSED OF 819 PEOPLE
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Photography by Dipti Vaidya 16 • The Community Foundation of Middle Tennessee
THE BIG PAYBACK The Middle Tennessee community remains remarkable. We hold on tightly together through tornadoes and help keep our heads above water during floods. We reach out to neighbors nationwide when they are experiencing tragedies of their own. And if you need yet another reminder of what good can occur when Middle Tennesseans come together to make things happen, remember The Big Payback 2016. In its third year, with a record 770 nonprofits participating, the giving day was on a record-setting pace until the website hosted by a national provider malfunctioned midmorning on May 3, 2016. Some 54 cities and communities across the country were affected. But thanks to the generosity and patience of thousands of donors — and the hard work, creativity and tenacity of hundreds of participating nonprofits — the giving day remained a big success. The Big Payback raised more than $2.61 million from 11,270 gifts, nearly matching 2015’s record $2.64 million total, even though the giving day website was operational for fewer than 10 hours of the 24-hour giving period.
Highlights of The Big Payback 2016 11,270 TOTAL GIFTS
$1,734,903 RAISED BY NONPROFITS ON THE BIG PAYBACK WEBSITE IN LESS THAN 10 HOURS
$23,283 RECEIVED THROUGH GIVINGMATTERS.COM, AN ONLINE INITIATIVE OF THE COMMUNITY FOUNDATION SINCE 2004.
$243,400
$611,670
TOTAL CASH AWARDS AND PRIZES FROM THE BIG PAYBACK SPONSORS
RAISED BY NONPROFITS OUTSIDE OF THE BIG PAYBACK WEBSITE
$2,613,256 TOTAL DOLLARS RAISED
We can’t thank you enough, Middle Tennessee! And rest assured we remain committed to The Big Payback 2017.
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FUND FOR STRATEGIC OPPORTUNITIES For years, we have known that nonprofit organizations can often do more together than they can do alone. But, also for years, most nonprofits thought that collaboration only meant providing joint programming. Now, local nonprofits have come to realize that true transformative collaboration combines administrative collaboration with programmatic collaboration. The Fund for Strategic Opportunities, established thanks to an initial gift in 1999 from The United Way of Metropolitan Nashville, allows a range of interested funders to come together themselves to invest in such transformation by providing financial support for strategic opportunities — opportunities defined by the nonprofits and vetted by the prospective investors. The Goal: Helping local nonprofits work together to achieve greater efficiency and effectiveness, thereby leading to enhanced stability and sustainability. The participating funders look for organizations, local to Middle Tennessee, that have already embarked on the path of working differently ... together. They don't have to have "gotten married," but they must have a commitment to each other and to the bright future they have envisioned together. In 2015, The Community Foundation joined with other funders to make the 25th grant from the Fund for Strategic Opportunities. Two organizations that "have always worked in the common space of child welfare" had jointly applied for assistance from the Fund so they could share space and leadership. Court Appointed Special Advocates (CASA), headed by Julieanna Huddle and founded in 1984, and Family and Children's Service, founded in 1943 and led by Michael McSurdy, were willing to strategically affiliate to improve their collective efficiency and effectiveness on behalf of the children and families they both serve. By encouraging nonprofits to transform their organizations to maximize services to their clients and minimize overhead, The Fund has provided and continues to provide support not only for collaborations and mergers, but also efforts to generate new revenue sources, outsourcing, and shared services by utilizing scarce community resources to maximum advantage.
Pictured (from left): CASA volunteer Karen Goldsmith, Family and Children’s Service CEO Michael McSurdy, CASA executive director Julieanna Huddle, Nashville-Davidson County Juvenile Court Judge Sheila Calloway, and CASA volunteer Carla Fletcher. CFMT.org CFMT.org •• 19 7
CHILDCARE TENNESSEE If you have ever been a parent searching for a convenient and safe, high-quality childcare center at which to entrust your child … If you have ever wanted to work nurturing and caring for the youngest of our children to ensure they get a great start in life, so that they can succeed in school and thereafter … If you have ever searched for prepared people to hire, or a solution to the hopelessness that turns our young people to gun violence and drugs … ChildcareTennessee joins you. These are trying times for families and childcare centers. With rising costs and transportation issues, thousands of families in the region do not have reliable, quality childcare as demand far exceeds the supply. A semester of childcare often costs more than a semester at Middle Tennessee State University, for example. Every year people enter the business of providing safe, high-quality childcare — only to find that the rules and regulations we need make running a childcare center an almost unattainable goal. Small childcare centers often close. Others struggle to provide quality care, especially care that low-income families can afford. ChildcareTennessee offers solutions for each one of these issues to childcare centers throughout the state — thus freeing up staff to care for and educate children. Which is, after all, why they do what they do. CHILDCARETENNESSEE WAS CREATED TO TRANSFORM THE BUSINESS MODEL FOR THESE CENTERS AND THE FAMILIES AND CHILDREN THEY SERVE: • Instead of each childcare center having to pay its own bookkeeper — why not share a financial back office as for-profit corporations do. Children enjoy the playground and a midmorning snack at King’s Daughters Day Home in Madison (photos above and right). 20 • The Community Foundation of Middle Tennessee
• Instead of each center having to scramble to find substitute teachers or to recruit staff — why not take advantage of an online substitute pool, with background checks already completed, and a thriving job applicant database.
• Instead of each center having to market and advertise to keep their classrooms filled by children who need care at a price their families can afford — why not tap into our online resource where childcare center listings are free of charge. • Instead of each center having to assemble the resources to make professional development available to their staff — why not use customized templates for required documents such as employee handbooks, and continuously updated resources on topics such as personnel training, first aid, and developmental milestones. • Instead of having to call around to find help when an air conditioner goes out in the heat of July — why not take advantage of cost savings through joint purchasing programs. • Instead of having to serve the kids fried lunches because there just is no time to build them healthier meals — why not use easy-to-access healthy menus and food shopping tips. ChildcareTennessee offers solutions for each one of these issues to childcare centers throughout the state — thus freeing up staff to care for and educate children. Which is, after all, why they do what they do.
Please use ChildcareNashville.com to find care. Please use ChildcareNashville.com to find a job. Please share ChildcareNashville.com with your friends and colleagues. And please call Gina Tek at (615) 321-4939, so we can help you help others. CFMT.org • 21
NASHVILLEHEALTH In addition, Senator Frist has counted on the expertise of The Community Foundation as he has worked to transform Tennessee’s work on education and health. Nearly eight years ago, Senator Frist undertook establishing a new collaborative model dedicated to improving education. With The Community Foundation at his side, he developed the financial and legal structure as well as the branding and marketing of the concept that became known as SCORE – State Collaborative on Reforming Education. The goal: that every child in the state be prepared for a job or college. Money raised with The Community Foundation grew to $12 million, and Tennessee was heralded as one of the fastest improving states in the U.S. for education.
Former U.S. Senator Bill Frist, M.D.
For 25 years, former U.S. Senator Bill Frist and his family have turned to The Community Foundation of Middle Tennessee to help facilitate their philanthropic giving.
Senator Frist’s most recent initiative focuses on health. Tennessee’s population has one of the worst health and well-being rankings in the country. By reaching out to the community, defining the issues, mobilizing existing resources and attracting outside resources, he launched NashvilleHealth in 2015 with the help of The Community Foundation.
Personally, Senator Frist exemplifies thoughtful investments in both philanthropy and public service, and actively passes along his passion for supporting community to the future Frist generations. Each of his children has their own Donor-Advised Fund through The Foundation, and he has shared the gift of our Grandkids’ Funds with his five grandchildren.
A true collaboration, NashvilleHealth has brought together more than 100 nonprofits to discuss how they can effectively work together to make a larger and measurable impact more quickly, and then set out to tackle health issues defined by a systematic process through the Robert Wood Johnson Foundation and Vanderbilt University’s Department of Health Policy. NashvilleHealth’s initial targets became tobacco cessation, infant mortality, and hypertension.
“It allows the children an opportunity to give to community initiatives over time,” he explained, “and instills in them at a very early age the value, the importance and the understanding of giving that I hope will be a lifelong lesson. To be able to give the gift of continued giving and service to others as a parent and grandparent is a tremendous thrill.”
“The future of Nashville – The ‘It’ City – is not sustainable if we can’t lift our people up and don’t improve their health and well-being so they can remain productive citizens,” Senator Frist said. “The Community Foundation’s innovation, and its ability to change with the times and create new programs, is a response to a fundamental need of lowering the barrier to make giving and lifting people up easy and seamless.”
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“The Community Foundation provides a marvelous opportunity to address the needs of our community by lowering the barriers to productive giving.” — FORMER U.S. SEN. BILL FRIST, M.D.
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Pictured: Metro Nashville Police officers Taylor Schmitz, a Midtown Hills Precinct Lieutenant, and Midtown Hills Precinct Sergeant Michelle Jones.
24 • The Community Foundation of Middle Tennessee
METROPOLITAN NASHVILLE POLICE SUPPORT FUND The Metro Police Fund helps brings our city together to create safe communities for all. “The key to government working efficiently and effectively,” Nashville Mayor Megan Barry said of Metro’s Night Out Against Crime, which took place at 19 different neighborhood sites across the city in early August, “is to be out in the community, hearing concerns from taxpayers and working to find solutions to the problems Davidson County residents face every day." For The Community Foundation of Middle Tennessee, this event — among many — also lifts up the proud men and women in blue that the Metropolitan Nashville Police Support Fund serves. Established in 2009, the Fund was spearheaded by a group of Nashville’s business, civic, religious and academic leaders. It is meant to champion community support for the efforts of the professional men and women who fulfill the public safety mission of the Metropolitan Nashville Police Department.
At first, the sight of a police officer on horseback trotting down Edgehill Avenue in the 12South neighborhood seems out of place. But this is no ordinary summer night. It’s the annual National Night Out Against Crime, and Metro Nashville Police Mounted Unit Officer Brent Hoadley and his horse, Bear, are out meeting members of the communities that they are charged with keeping safe. It’s a chance for Brent to introduce himself to the parents, children and other residents he helps serve and to listen to their concerns. And, of course, it’s a chance for his partner Bear to spend the evening being petted and fawned over by young and old alike.
The Fund supports the Department by helping to provide the best in education, training, technology, communication, outreach and opportunities for community partnership that are beyond the programs funded by Metro Government’s budget. An example are scholarships that reimburse money some Metro Police officers expend personally to earn degrees and to build skills that are useful both for their lives and for their livelihoods. In 2015, 11 of these scholarships were awarded; 52 have been awarded in total. It’s a worthy price to pay for the men and women bravely protecting our community. CFMT.org • 25
FRANCIS S. GUESS BRIDGE TO EQUALITY FUND The child raised in the segregated South became the champion of equal access for minority business people to civic project contracts. The child who grew up to fight for his country became a philanthropist as well as a visionary public servant, businessman, civic leader and humanitarian. Francis spent decades helping companies, officials, institutions and individuals face challenges, overcome obstacles, and craft solutions. Before his death in July of 2015, he reminded us of a 2013 interview when he was asked what his advice was to civic leaders who said they wanted to level the playing field and provide advancement opportunities for all. He said: “Don’t ascribe to the idea that the glass is half full, and so you should be satisfied. There’s still half a glass.”
In early 2016, the Council renamed the 28th and 31st Avenue North Connector Bridge as The Francis S. Guess Connector Bridge. It’s a fitting tribute to a man who did so much to bring us Middle Tennesseans together.
No one who knew him can imagine what Nashville would have been like without Francis Guess. Francis was a constructive maverick, a rebel with a cause. He worked every day to build bridges to bridge gaps to connect one person with another, one part of town with the others. The child raised in public housing became the man whose fingerprints can be found on almost every major civic effort in our community.
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“A rising tide lifts all boats, and if Nashville is going to rise, then all the boats need to be in the water.” “If you want to follow the admonition to ‘teach a man to fish,’ you first have to make sure he has a pole and knows where the pond is.” To honor his memory and to ensure that his efforts continue, The Francis S. Guess Bridge to Equality Fund was established at The Community Foundation to help provide equal access to the American Dream, in perpetuity. The Fund aims to enhance dialogue, align resources and build strategic partnerships by convening individuals, public and private partners and the religious community to spur innovation. In short, it aims to connect — much like the man for which it was named.
Field-of-Interest Funds This fund allows donors to support broad areas of interest, such as education, the arts, the environment, or youth services. Through competitive grants to organizations working in the fund’s defined area of interest, donors can make an impact in a lasting, meaningful way.
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What We Do
Our vision is to help people feel good about giving. We enable people to give according to their
passion and their goals through our remarkable flexibility to serve nearly any charitable purpose.
UNRESTRICTED IMPACT FUNDS These funds are provide the greatest flexibility, allowing The Community Foundation to respond to changing need.
FIELD-OF-INTEREST FUNDS These allow donors to pinpoint support to broad areas of concern, such as education, the arts, the environment, youth services, the disabled or geographic areas they choose.
DESIGNATED FUNDS These ensure regular, endowed support is provided to specific charitable organizations the donors select.
DONOR-ADVISED FUNDS This allows donors to set aside charitable dollars when it is best for them, then over years make recommendations about the distribution of grants.
SCHOLARSHIP FUNDS Scholarships help further the education of students who are selected based on criteria donors outline, whether a student is from a particular geographic area, attending a certain school or planning a career in a specific field.
MEMORIAL FUNDS This ensures a special person is remembered through a fund that reflects his or her legacy.
AGENCY ENDOWMENT FUNDS These are established by nonprofits as a means of building charitable dollars for the future of their mission and work.
CORPORATE CARE FUNDS These funds are a charitable vehicle through which employees of a company who need assistance when facing difficult circumstances can apply for help.
28 • The Community Foundation of Middle Tennessee
GIVING Our vision is to help people feel good about giving. We enable people to give according to their passion and their goals through our remarkable flexibility to serve nearly any charitable purpose. It is simple to establish a fund within The Community Foundation, whether you want to create an endowment for a favorite nonprofit or craft an entrepreneurial solution to address a pressing need. A fund is created with a minimum contribution of $5,000 ($10,000 for scholarships). There is no cost to set up a fund, and they are established by individuals, families, companies, civic groups, and nonprofit organizations. Contributions of any size are welcome to existing funds, at any time. Donors may elect to create a fund with contributions of cash, publicly traded or closely-held securities, real estate, personal property, or by the use of planned giving vehicles such as charitable remainder trusts, charitable lead trusts, life insurance policies and bequests.
GRANTMAKING The Community Foundation works to improve our community through strategic grantmaking to nonprofits. Carrying out the wishes of donors and providing expertise in local philanthropy, The Community Foundation works with nonprofits to help address critical needs. Impact and field-of-interest funds enable The Community Foundation to put resources to work where they are needed most through a competitive grant process. Our discretionary grant program supports local nonprofits that apply for this source of annual funding. We receive hundreds of applications seeking funding to enhance the programs serving Middle Tennessee. In 2015, we funded 265 nonprofit organizations through our discretionary grantmaking totaling more than $1.65 million. We respect the work and mission of our nonprofit partners, and are particularly interested in innovative ideas that provide long-term solutions for community needs.
2015-16 AT A GLANCE As we watch our community evolve, we see growing need. We are uniquely positioned to understand issues facing our communities through our unique lens, with the ability to scan the 40 counties of Middle Tennessee we serve to identify trends.
NEW 09 JANUARY 1, 2015 THROUGH JUNE 30, 2016
GRANTED TO NONPROFIT ORGANIZATIONS :
43
MIDDLE TENNESSEE AND SOUTHERN KENTUCKY COUNTIES SERVED
,228
TOTAL NUMBER
OF FUNDS
NONPROFITS WHO RECEIVED GRANTS:
$50,052,079 3,727
GRANTMAKING BREAKDOWN BY FUNDS IN 2015:
$3.3 MILLION DESIGNATED FUNDS + AGENCY ENDOWMENT FUNDS
$6.5 MILLION UNRESTRICTED IMPACT FUNDS + FIELD-OF-INTEREST FUNDS
$40.2 MILLION DONOR-ADVISED FUNDS
$795 MILLION AMOUNT OF GRANT DOLLARS
AWARDED SINCE 1991
NUMBER OF GIFTS MADE TO THE COMMUNITY FOUNDATION IN 2015:
, 33
TOTAL GIFTS MADE BY DONORS TO THE COMMUNITY FOUNDATION IN 2015:
$49,349,590 SCHOLARSHIP FUNDS OFFERED
The 25th anniversary of The Community Foundation of Middle Tennessee is a unique, landmark opportunity to look back at the many, many things we have accomplished with and for our region, our donors and the nonprofit organizations and communities we have served. But it is also a time to look forward, and to think about how to best optimize and continue our mission across the next 25 years. The Nashville that The Foundation grew up in is not the Nashville we live in today. Similarly, the 42 counties that surround us and are part of our footprint of “connecting generosity with need” have changed and have grown dramatically as well: culturally, demographically, economically and technologically. We are no longer just another Southern city. Instead, we are the international symbol and model of the new Modern South. But as we look to our next 25 years, one thing is clear. Our work is not done. Not everyone in our communities has shared in our newfound affluence, abundance and self-esteem. There are still families who live in poverty next to gentrifying neighborhoods. Children who still go hungry within walking distance of some of our most popular new restaurants. Students who still do not have access to a quality education or the internet across our region — much less Google Fiber. People without the resources to travel beyond their public housing development, and who have never seen the inside of the Ryman Auditorium, or a sunrise over Percy Priest or Old Hickory lakes.
KERRY GRAHAM, 2016 BOARD CHAIRMAN
For me, the flood of 2010 taught us many lessons. In particular, when we recognize human need wherever it is and work together without regard to barriers — real or perceived barriers — we can do remarkable things. The flood changed us, and perhaps initiated much of the collaborative spirit that is now the signature characteristic of our city and our region. But the flood isn’t over. In fact, there are hundreds if not thousands of floods all around us today. They are perhaps harder to see or easier to ignore, but until we recognize them and are motivated to turn those dark waters into rising tides of opportunity for all Nashvillians and Middle Tennesseans, we will not become the city and the region we have the potential to be.
And our work is not done. We look forward to working with all of you in our next 25 years. — Kerry Graham, Board Chairman, The Community Foundation of Middle Tennessee
30 • The Community Foundation of Middle Tennessee
N EW F UNDS OF THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE Charitable dreams are realized at The Community Foundation of Middle Tennessee. Whether it’s a scholarship fund created in honor of a loved one or an organization starting an employee assistance fund, The Community Foundation works with donors to establish funds tailored to their specific interests. Through The Community Foundation’s customized philanthropic services, there are many ways to contribute and accomplish your charitable goals. You can create a fund; select a broad charitable purpose to benefit from your fund; or advise The Community Foundation as to which charitable organizations should receive grants, among other options. The following is a list of new funds* created through The Community Foundation of Middle Tennessee. *Funds established from 2015 through June 2016.
UNRESTRICTED IMPACT FUNDS These funds allow donors to provide the greatest
flexibility to The Community Foundation to respond to changing community needs.
13 MARKET VALUE OF FUND TYPE: $4.2 million FUND VALUE RANGE: $5,000 -$1.4 million NEW FUNDS:
2
TOTAL FUNDS:
Arthur J. Dyer-Nashville Bridge Company Fund Established 2015
Anne and Bob Zelle Unrestricted Fund Established 2015
Betty Brown introduced Bob Zelle to The Community Foundation of Middle Tennessee, and together they served as board co-chairs from 1996-1998. These leadership roles led to Bob understanding the important role unrestricted funds play in a Community Foundation’s leadership and ability to respond to changing community needs and opportunities.
FIELD-OF-INTEREST FUNDS
These funds allow donors to pinpoint support to broad areas of concern, such as education, the arts, the environment, youth services, seniors, or geographic areas.
128 MARKET VALUE OF FUND TYPE: $47.4 million FUND VALUE RANGE: $5,000 -$9.2 million NEW FUNDS:
15
TOTAL FUNDS:
The Andrew John Ballinger Memorial Warrior Fund Established 2015
Andrew “Drew” John Ballinger died peacefully in his parents' arms at Monroe Carell Jr. Children’s Hospital at Vanderbilt in July 2013. In Drew’s 7 ½ months of life, he touched more lives than most people do in their entire lifetime. The name Andrew means “warrior,” and that he was. Drew was a fighter, and he won many battles against some very difficult odds. This Fund, named to celebrate Drew’s short life, is designed to provide support to families in need that come to the Junior League Fetal Center at Vanderbilt both before and after their babies are born. Shirley Caldwell-Patterson Wildlife Fund Established 2016
Shirley Caldwell-Patterson was a Nashville icon, and to honor her life and legendary achievements, the Shirley Caldwell-Patterson Wildlife Fund was established with The Community Foundation of Middle Tennessee. Shirley’s lifelong ability to fight for what she believed in was inspired by her grandmother, Ma May, who raised the money for the Peace Monument that now stands at I-440 and Granny White Pike. Shirley wrote, “To consider what she accomplished makes me grateful for the pattern she set — not just for the adage ‘to whom much is given, much is expected’ but the joy, the fun of getting things done that need doing — things of more import than self.”
this Fund. The Fund is intended to bring some comfort to the families of special needs children through support of nonprofits that provide services such as therapeutic activities, respite care, schools, camps, and adaptive technology. May we always remember the special angels among us. The Colonel John P. Geraci Educational Assistance Fund Established 2015
John P. Geraci was born in Brooklyn in 1925, the son of immigrant Italian parents. He joined the Marine Corps 10 days after graduating from high school. He went to St. John’s College in New York for two years after serving in the Marine Corps during World War II but left college to join the Army as a second lieutenant. He earned two Silver Stars, a Bronze Star with Valor device, and a Purple Heart for his Korean War service as an Army lieutenant. He attended Ranger school as a captain and went on to serve three tours in Vietnam, earning two more Silver Stars, among other honors. He is the second-most decorated Ranger in the history of the unit, having served 36 years—16 overseas—and in three wars. Hard work, reading and continuous learning, and service to others are the three primary things he instilled in his children. Because of this, his family wishes to honor his memory with a fund that focuses support on programs that support education. The Francis S. Guess Bridge to Equality Fund Established 2015
The Nashville Community Engagement Fund Established 2015
The Nashville Community Engagement Fund is designed to empower Mayor Barry to provide the best available programs and the broadest range of civic engagement opportunities. The Fund will serve as a long-term source of funding to support The Mayor’s work and community-wide programs, events, planning or groups that enhance our community. The Nashville Community Engagement Fund is intended to support charitable projects and civic initiatives that fall outside Metropolitan Nashville’s budget.
The Mary Elizabeth “Molly” English Fund Established 2015
Molly suffered through many challenges during her seven years of life, but she always had an angel’s face and an angel’s heart. As a special tribute to Molly, her mother, Sandra English, established CFMT.org • 31
The Nashville Digital Inclusion Fund Established 2015
A community-wide effort is required so that thousands of Nashvillians can realize the full potential of the digital broadband age, and obtain this benefit through an efficient and well-run program respectful of user dignity and the public/private resources. Together, hardware and connectivity is the “great equalizer of our time,” as our society’s increasing dependence on the rapid exchange of information makes this essential for the average American to access education, employment opportunities, improved health care, civic engagement, communication and a host of other services. Making access more affordable and available for our community’s citizens is a fundamental tool in the fight to break the cycle of poverty.
The establishment of these Funds named for Bob and Anne Zelle will contribute directly to The Community Foundation’s annual discretionary grantmaking resources. The fields of interest have been selected by the Zelles — issues they supported significantly during their lifetime — but The Community Foundation Board of Directors will select the specific organizations to benefit from their generosity each year. Robert K. and Anne H. Zelle Fund for Education Robert K. and Anne H. Zelle Fund for Fine and Performing Arts
Established 2016
Established 2015
Robert K. and Anne H. Zelle Fund for Health Established 2015
The Ovarian Cancer Awareness Fund is intended to permanently endow efforts to help promote awareness of ovarian cancer symptoms. To Chattanooga With Love Established 2015
The Tennessean partnered with The Community Foundation of Middle Tennessee to help raise funds for the families of the Marines and others gunned down in Chattanooga on July 16, 2015. Through the To Chattanooga with Love Fund, money raised was distributed to The Greater Chattanooga Community Foundation and The National Center for the Victims of Crime to support the victims’ families’ immediate and future educational needs. Welcoming Nashville Fund Established 2015
The number of foreign-born residents in Nashville has more than doubled over the past decade. Nearly 12 percent of our population was born outside of the United States, and nearly half of those people are recent immigrants who entered the country since 2000. The Mayor’s Office of New Americans works to engage immigrants and empower them to participate in our government and our community. This Fund supports that work. The Williamson County Disaster Response Fund Established 2015
The Williamson County Commission passed a resolution in 2013 for The Community Foundation of Middle Tennessee to create and manage a disaster response fund for emergency relief. 32 • The Community Foundation of Middle Tennessee
The J.Y. Carter Excellence in the Arts Scholarship Fund was established in memory of J.Y. Carter, a long-time teacher at Macon County High School. His love of the performing arts led his family to create this scholarship to encourage young people who have participated in the performing arts in high school to pursue the college/university experience. The Dedication, Service and Thanks Scholarship Fund
The Ovarian Cancer Awareness Fund Established 2015
Established 2015
Established 2015
NashvilleHealth Fund Established 2015
J.Y. Carter Excellence in the Arts Scholarship Fund
SCHOLARSHIP FUNDS
These funds help further the education of students who are selected based on criteria donors outline, whether a student is from a particular geographic area, attending a certain school, or planning a career in a certain field.
107 MARKET VALUE OF FUND TYPE: $14.6 million FUND VALUE RANGE: $10,000 -$3 million NEW FUNDS:
11
TOTAL FUNDS:
The David Anderson Scholarship Fund Established 2015
The David Anderson Scholarship Fund was established in memory of David Anderson, a member of the Coffee County High School Class of 1988 and an avid sports fan. Over the years, he coached many ball players and was often seen at sporting events all over the county. He was known to all for his devotion to the University of Alabama football team. David passed away in 2015, and he would be proud to be helping students in Coffee County continue their scholastic endeavors. The scholarship will benefit seniors at Coffee County High School in Manchester, Tennessee. Applicants must have shown a willingness to work hard, positive work ethic and a sense of TEAM, and plan to attend an accredited college or university, starting the academic year immediately following high school.
Chartered March 13, 1926, the Alpha Beta Chapter of Delta Sigma Theta Sorority, Inc. was established at Fisk University. To carry on the outstanding legacy of this sorority, the Dedication, Service, and Thanks Scholarship was established to benefit achieving Fisk University students. The timing of the establishment of this Fund is to honor Fisk University’s 150th anniversary, the 90th anniversary of Fisk University’s Alpha Beta Chapter of the Delta Sigma Theta Sorority, Inc., and the 30th anniversary of the Exquisite 3x5 Pledge Line (1985) of the Alpha Beta Chapter. The Kent Flanagan Memorial Scholarship Fund Established 2015
Kent Flanagan was a respected member of the Associated Press “family” and a longtime open government advocate before his death in 2015. He dedicated his adult life to the journalistic pursuit of truth through fair, accurate, and unbiased reporting. After graduating with a double major in journalism and English Literature, Flanagan served four years in the Army as a public information officer, including a year in Vietnam. Early in his reporting career, he made stops at the Fort Lauderdale News and Sun-Sentinel and San Antonio Express-News before joining the AP in 1979. Flanagan eventually was named Chief of Bureau for Tennessee in 1983, a post he held until his retirement in 2004. Family and friends established this Fund to provide scholarships to Tennessee students pursuing a degree in journalism as a tribute to Flanagan’s lifelong career as a journalist. Dennis Green & Joan Signorille Scholarship Fund Established 2015
Dennis Green and Joan Signorille both benefited personally and professionally by having college educations. Dennis received his opportunity through the GI Bill, and Joan was fortunate to have parents able to fund her education, though she did have to work to help defray costs. They both want to make sure that students with academic potential are neither left behind due to a lack of finances nor burdened with crippling loan debt. One or more scholarships will be awarded to Davidson and Sumner County students who have academic merit and financial need.
Mitchell Patrick Mielnik Scholarship Fund
Pat Parker Memorial Scholarship Fund
Established 2015
Established 2015
The word “integrity” has often been used to describe the short life of Mitchell Patrick Mielnik. Born in Murfreesboro, Tennessee on January 18, 1999, Mitchell grew up in Old Hickory, Tennessee. He attended Metro Nashville Public Schools and was proud to be a student at Hume-Fogg Academic Magnet High School. A talented student and devoted friend, Mitchell’s passion was hockey. He was a defenseman for the Nashville Youth Hockey League, the A-Game Storm, the Nashville Junior Predators, and for the Hume-Fogg/Page High School PatriKnight Hockey team, where he wore #18. Mitchell had been selected as a member of the Nashville Junior Predators U-16 team the day before entering the hospital, suddenly critically ill with a previously undiagnosed heart condition. Mitchell spent nearly a month in Vanderbilt University Medical Center and underwent several heart surgeries while awaiting a heart transplant. That day would never come. Mitchell passed away on June 30, 2015. By establishing this scholarship fund, Mitchell’s family and friends wish to honor and remember his life and love of hockey, and to assist other scholastic hockey players (or student-athletes) who demonstrate integrity in athletics, academics, and their personal lives. #18foreverstrong
This scholarship is named in memory of Pat Parker, a Macon County High School graduate who excelled in varsity athletics. After graduation, Mr. Parker served in the United States Marine Corps and was killed serving his country in Okinawa, Japan, in 1944. The scholarship is for seniors at Macon County High School (Lafayette, Tennessee) who have evidenced high academic achievement, financial need, and a strong moral character. Preference should be given for a student, male or female, who has lettered in at least two varsity sports during their senior year in high school.
Clay Neiderheisher Scholarship Fund for Fairview High School Established 2016
The Clay Neiderheiser Scholarship Fund for Fairview High School was established by Fairview resident Carla Lankford to honor her late son, Clay Neiderheiser, who died in a motorcycle accident in 2001, at age 21. Clay had a love of all things musical and participated in both the concert and marching bands at Fairview High School until his graduation in 1998. The scholarship is open to graduating seniors of Fairview High School who have participated in the Fairview High School Band program. The Arthur E. Newman Scholarship Fund Established 2015
The Arthur E. Newman Scholarship Fund of The Community Foundation of Middle Tennessee is intended to endow permanently one or more scholarships benefiting full-time employees of HealthStream who have been employed for at least one year and who have embarked on a personal journey to improve their skills and further their education in person or online. The Arthur E. Newman Scholarship Fund will recognize the potential of HealthStream’s employees as they expand their skill set and further their education.
Cameron Blake Parnell Scholarship Fund Established 2015
Anyone who knew Cameron would describe him as a rock, a gentle giant. With a smile that could light up any room, Cam truly had the gift of joy; he loved life and all it had to offer. During his 31 years, he was a beloved member of his family, a loyal friend, a world traveler, and an adventurer. In the fifth grade, Cam declared he would be a pilot when he grew up and actually followed that dream, graduating from Middle Tennessee State University with a BS in Aerospace Administration/Professional Pilot Emphasis, and holding a successful career as a pilot. Notably, Cameron served as President of the Moosemen Rugby Club at MTSU, where his rugby teammates became his lifelong brothers. The Cameron Blake Parnell Memorial Scholarship Fund has been established by his family and friends in order to share Cam’s spirit and legacy. Jamye Johnson Smith Memorial Scholarship Fund Established 2016
The GFWC Woman’s Club of Hendersonville and Dr. Peter Smith established the Jayme Johnson Smith Memorial Scholarship to honor the memory of Jayme Johnson Smith. Mrs. Smith’s father was a physician. Her stepfather was a veterinarian. While in nursing school she met her husband, Peter, a surgeon. She often joked that she knew no other topic than medicine. Mrs. Smith was a nurse and held a master’s degree in public health. Her love of nursing was a natural result of her innate desire to care for others. When her responsibilities as a mother and her illness prevented her from practicing nursing, she continued to care for others through volunteer work. Among others, she volunteered at Hendersonville Medical Center, Pope John Paul II High School, The Samaritan Association, and through her membership in GFWC Woman’s Club of Hendersonville. While not all of her volunteer work was centered on raising money for scholarships, the majority of it was. It is the hope of the GFWC Woman’s Club of Hendersonville that by creating this scholarship for nursing students, Jayme Johnson Smith’s work on earth will continue for many years to come.
DESIGNATED FUNDS
These funds allow donors to ensure that annual support—in perpetuity—is provided to specific nonprofit organizations they choose.
124 MARKET VALUE OF FUND TYPE: $28.3 million FUND VALUE RANGE: $5,000 -$3.7 million NEW FUNDS:
10
TOTAL FUNDS:
Anne and Robert K. Zelle Designated Funds Established 2016
During their lifetime, Anne and Bob Zelle supported countless nonprofit organizations with financial resources and volunteer leadership. The Zelles established a donor-advised fund when The Community Foundation was in its infancy and continued to set up others over the years. Their final gift to The Foundation was made through their estates and resulted in the establishment of more than a dozen new funds. These designated funds will ensure their favorite organizations in perpetuity. Anne and Robert K. Zelle Designated Fund for the Benefit of the Adventure Science Center of Nashville Established 2016
Anne and Robert K. Zelle Fund to Benefit Alive Hospice of Nashville Established 2016
Anne and Robert K. Zelle Designated Fund for the Benefit of the Cumberland Heights Foundation Established 2016
Anne and Robert K. Zelle Designated Fund for the Benefit of the Fine and Performing Arts Established 2016
Anne and Robert K. Zelle Designated Fund for the Benefit of First Steps, Inc. Established 2016
Anne and Robert K. Zelle Designated Fund for the Benefit of the Nashville Humane Association Established 2016
CFMT.org • 33
Anne and Robert K. Zelle Designated Fund for the Benefit of St. George’s Episcopal Church of Nashville Established 2016
Anne and Robert K. Zelle Designated Fund for the Benefit of United Way of Metropolitan Nashville, Inc.
The Leadership Franklin Endowment Fund
Anne and Robert K. Zelle Fund to Benefit University School of Nashville Established 2016
Anne and Robert K. Zelle Designated Fund for the Benefit of Walden’s Puddle Established 2016
AGENCY ENDOWMENT FUNDS These funds are established by nonprofit organizations as a means of building charitable dollars for the future of their mission and work.
116 MARKET VALUE OF FUND TYPE: $7.2 million FUND VALUE RANGE: $5,000 -$1.2 million NEW FUNDS:
Freeland Chevrolet Superstore
The Freeland Cares Fund Established 2016
Grimco
The Grimco Cares Fund Established 2016
Established 2016
gallery with five annual shows, a craft shop representing 40-plus area artists, an outdoor craft show with 75-plus craft artists, home to a permanent collection of work by self-taught artists, and a commercial kitchen with tenants making kombucha and tempeh for sale to regional restaurants. This Fund is an investment in its future.
4
TOTAL FUNDS:
The Ark Community Resource and Assistance Center Agency Endowment Fund Established 2015
The idea for The Ark originated from Missions Committee meetings at Kingston Springs United Methodist Church. In 2002 the stand-alone nonprofit organization was established to help families stay afloat in South Cheatham County. The Ark’s programs range from Meals on Wheels Senior Dining to Disaster Relief Recovery Services to School Supply Giveaway and everything in between. This Fund will provide a permanent stream of income to support The Ark’s efforts to support its neighbors.
Established 2015
HealthStream
In 1996, two different groups of Franklin citizens had the same idea independent of each other: “Form an organization to enhance leadership in citizens who are positioned to make a difference for Franklin.” This Fund supports the organization’s goal of funding annual scholarships to support Franklin/Williamson County students who display both academic achievement and community service.
HealthStream Employee Assistance Fund
The Special Kids Endowment Fund
The Wearwell Employee Care Fund
Established 2016
Established 2015
Special Kids is based in Murfreesboro, Tennessee but has served more than 3,000 children in 19 counties since its founding in 1998. It is a nonprofit Christian corporation providing outpatient pediatric therapy (including occupational, physical and recreation therapies and speech language pathology), social services, and skilled nursing for children with special needs. Establishing this Fund reflects Special Kids long-term commitment to supporting the healthcare needs of the children it has served for nearly 20 years.
These funds are a charitable vehicle through which employees of a company who need assistance when facing difficult circumstances can apply for help.
42 MARKET VALUE OF FUND TYPE: $4.7 million FUND VALUE RANGE: $5,000 - $2.5 million NEW FUNDS:
The Arts Center of Cannon County Endowment Fund
Medalogix
Established 2016
Established 2015
Founded in 1979 in the basement of an old high school gym in Woodbury, Tennessee, the Arts Center of Cannon County has grown into an award-winning regional arts center with more than 100 theater performances annually, six weeks of Summer Youth Conservatory per year, 12 nights of concerts, a visual arts
34 • The Community Foundation of Middle Tennessee
Centuri Construction Group, Inc.
NPL Employee Care Fund Established 2015
Wearwell, Inc.
DONOR-ADVISED FUNDS
These funds allow donors to set aside charitable dollars when it is best for them, then over the years make recommendations about distributions to their favorite nonprofit organizations anywhere in the US.
528 MARKET VALUE OF FUND TYPE: $252.1 million FUND VALUE RANGE: $5,000-$78.3 million NEW FUNDS:
CORPORATE CARE FUNDS
Established 2015
7
TOTAL FUNDS:
The 360 Fund Country Music Association
The CMA Employee Assistant Fund Established 2016
61
TOTAL FUNDS:
The Aladdin Industries Fund Established 2015
From time to time, The Community Foundation is called upon to help ensure that Donor’s Intent is carried out, through changing time and circumstance. Such was the genesis of this Fund. Doug Andrews Advised Fund Established 2015
Long before Doug Andrews created his Fund at The Community Foundation of Middle Tennessee, he supported a number of different funds at The Foundation, including many permanent endowment funds, providing for organizations now and in the future.
Beth Baker Fund
Cole Family Advised Fund
Followill Charitable Fund
Established 2015
Established 2015
Established 2015
Beth Baker knows firsthand the impact giving to your community can have. Beth set up this Fund as a vehicle to give back to the community and to the causes about which she cares most.
The John Overton Colton Jr. and Family Donor Advised Fund
The Kings of Leon rock band established this Fund in response to their friend and longtime collaborator Brett Kilroe’s battle with cancer. The Fund is beneficiary of a golf tournament held in conjunction with their annual Music City Food + Wine Festival.
Bone Family Fund Established 2015
The family that plays together and works together and gives together makes a tremendous difference to a community! Such has been the case with many generations of the Bone family’s contributions to the quality of life we all enjoy in Tennessee. We are honored to work with Charles and Baylor Bone and their children, Charles Robert and Baylor Bone Swindell, by helping them help others. Bonick Charitable Giving Fund Established 2016
Marty and Lisa Bonick have always supported the community in which they live, whether it has been in Louisville, Kentucky or Brentwood, Tennessee, which they now call home. They created the Bonick Charitable Giving Fund to support a variety of charitable causes in which they believe.
Married for 62 years, Edwin and Rosaline Bryant lived and raised their family in Springfield. Mr. Bryant worked his entire career at First National Bank of Springfield, Tennessee, serving as its president before his retirement. The Community Foundation received proceeds from a trust established by the Bryants in 2015, which created charitable funds for next-generation members of their family. The Bryant-Blount Charitable Advised Fund Established 2015 The Bryant-Onstott Charitable Advised Fund Established 2015 The Bryant Family Advised Fund Established 2015 The Bryant Family I Peter 4:10 Advised Fund Established 2015 Edwin and Rosaline’s Second-Generation Fund Established 2015
Established 2016
This Fund was established to honor all members and descendants of the Champion, Colton, Overton, Trice and Williams families.
Tom and Jackie Frazier Charitable Fund Established 2015
Cressey Cares Charitable Fund
Mary Freeland Memorial Fund
Established 2015
Established 2015
In business, Cressey & Company strategically invests with businesses to accelerate growth and enhance quality and outcomes. By creating the Cressey Cares Charitable Fund, the company applies the same principles to nonprofits that have a positive impact on the community.
The Community Foundation Board Member Ben Freeland established this Fund so that friends and family could make memorial contributions to honor his mother’s life. A native of Lafayette, Indiana, Mary Eilene Freeland most recently lived in Fort Myers, Florida. Her lifetime achievements included being the valedictorian of her high school and being recognized as the first female Nissan dealer in the U.S. Distributions from this Fund will include support for ALS research.
The Tate Elliott Literacy and Language Fund Established 2016
Tate joined her sister and parents on a mission trip to Costa Rica. While there, she started a lending library in a town. That experience led her to understand the importance of the ability to read and write. Without those skills, people are greatly handicapped to excel in school, work and everyday life. Tate’s Fund will support nonprofit organizations that increase literacy or help with language skills. Ever Green Fund Established 2016
When the Ascend Ampitheater opened in 2015, two charitable streams of money were created. One provided support to the Metro Parks Department. The other, the Ever Green Fund, was created to support broader efforts to protect and sustain green spaces in Davidson County. This Fund is funded in part by a mechanism detailed in the management contract between the City of Nashville, which owns the amphitheater, and entertainment giant Live Nation, which operates the venue. Under the agreement, the Fund receives 50 cents from the sale of each ticket sold for shows at Ascend. Mark and Martha Ezell Family Advised Fund Established 2016
Most funds are established by an individual, a family or a company … but from time to time, Donor-Advised Funds are established by friends searching for an ideal gift for people who are already blessed with much and who are dedicated philanthropists. The Mark and Martha Ezell Fund is such an example.
James K. Frist Fund Established 2015
Commemorating a birth or a milestone event becomes easy with the advent of our Grandkids Funds. A grandparent can establish a Donor-Advised Fund, which serves as a nest egg for the child’s future participation in the charitable work prized by the generations that preceded him or her. Grandparents determine at what age the child can begin to use the proceeds of the fund to make gifts to charity, and in the meantime the initial gift grows through investment and additional gifts. And the best part is that the grandparents are asked to provide a letter to the child, communicating their appreciation of why charitable giving is important and the reason they made this gift. The Amelia Fearn Frist Advised Fund Established 2016 Campbell Ashton Frist Advised Fund Established 2016
The Hunter Adams Frist Advised Fund Established 2016
CFMT.org • 35
Mike Gibbs Charitable Fund
The Jacob and Joy Charitable Fund
Syd Mayberry Advised Fund
Established 2016
Established 2016
Established 2015
Mike Gibbs ran Gibbs Lumber Company, Ashland City’s oldest family-owned business still in operation, which began in 1934. This is where he grew up, attended school and played basketball at Cheatham County High School, and where he raised his three sons with his wife, René. Mike’s family created this Fund as a memorial to him and as an opportunity to come together and give back to the community in his name. Danielle and Harris Gilbert Family Fund Established 2015
Following a family tradition of community responsibility, service and support, Danielle and Harris Gilbert created a family fund to support the causes they believe in. They plan to carry forward this tradition with their children.
Grace Kerrigan Memorial Fund Established 2015
After graduating from the University of Houston in 2014, Grace Kerrigan moved to Prague, capital of the Czech Republic, to teach English to children and adults. This was just one of her many adventures, but one that would be cut short by her death in early 2015. Among her travels were trips to Manchester, Tennessee, for the annual Bonnaroo Music and Arts Festival. The Fund will make grants that celebrate the memory of Grace and the spirit of Bonnaroo, which inspired her.
Tampa Bay Buccaneers defensive tackle Clinton McDonald played college football at The University of Memphis. Clinton started McDonald Association Collective Collaboration Light Into Darkness (MACC-LID) to share God’s blessing and message. The Fund supports programs that positively impact the educational, emotional and physical health of children and families.
Established 2015
Rob and Megan Horrar Advised Fund Established 2015
The Ella Hubbard Type 1 Diabetes Charitable Fund Established 2016
Janie Hubbard was inspired by her sister — Ella Hubbard — to establish this Fund. Gifts made will help educate those impacted by Type 1 Diabetes (T1D), particularly those from low-income families who might not otherwise be able to afford this education. The Fund will complement the work of the Middle Tennessee Chapter of the Juvenile Diabetes Research Foundation (JDRF) in their mission to treat, prevent and cure T1D. Hutton Family Fund Established 2015
i take CONTROL Established 2015
The Mission: i take CONTROL Fund will support, educate and promote individual access to care; and improving health and well-being through community and grassroots initiatives.
36 • The Community Foundation of Middle Tennessee
McDonald Association Collective Collaboration—Light Into Darkness Fund Established 2015
Kip’s Kids Advised Fund
Established 2015
Established 2016
Established 2015
Established 2015
Kevin and Darla Hammons Charitable Advised Fund
Robin and John McClellan Charitable Fund
D.J. King Advised Fund
Grand Ole Opry Cause For Applause Fund This Fund was established to celebrate and recognize a range of charitable causes during the Grand Ole Opry’s 90th Anniversary Celebration.
Syd Mayberry is a special woman, always willing to help those in need. Volunteering for Alive Hospice for many years, she also has a special concern for women and children in need. She knows that a little help can go a long way in helping low-income single mothers by giving them an extra hand up, not a handout. To honor her mother’s special birthday, this Fund was created by her daughter, Dana.
Singer-songwriter Kip Moore has been drawn to the outdoors and alternative sports for much of his life as an avid rock climber, surfer, skateboarder, and outdoor enthusiast. He also has a heart for small-town and inner-city kids growing up with too few options. As a result, the Kip’s Kids Fund provides alternative outlets for youth to engage in healthy habits and physical activities like skateboarding, in addition to the traditional sports offerings where they live. The Fund’s first project is Comeback Kid Skate Spots, which will create customized skate spots to make the most of the size and space available. Most will range from 1,500 to 3,000 square feet. Skate spot designs will include elements such as quarter pipe, bank-to-curb, hubba ledges, hand rail and step up; suited for anyone of any age that wants to learn how to skate. The first five skate spots are planned for Nashville, TN, Annapolis, MD, San Marcos, TX, Boston, MA, and Tifton, GA. The Lucas Family Fund Established 2016
The Martin-Donaldson Family Advised Fund Established 2015
Music Has Value Fund Established 2016
The Music Has Value Fund provides funding to nonprofit organizations that support those who make music, aspire to make music, and access and appreciate music. Music Has Value is a movement started by Scott Borchetta, Big Machine Label Group President/CEO, and implemented by Sandi Spika Borchetta, BMLG SVP-Creative. My Love Gives Back Fund Established 2015
For farming families in our community who work as hard as they can yet have trouble making ends meet, the My Love Gives Back Fund helps in crucial ways. By covering basic living expenses such as paying for housing, utilities or farm supplies and equipment, this Fund will invest in families and make a tough time a little easier. Next Generation Fund Established 2016
Matthews Mission Fund Established 2016
The Matthews Mission Fund, established in 2016 by Jordan Matthews, Philadelphia Eagles and former Vanderbilt wide receiver, works with communities to FEED: Feed the hungry, Educate the children, Empower the family, and Donate to those in need.
Generous families often take the time to plan ahead as the transfer of business holdings and intergenerational wealth loom. Some are sparked by retirement; some by estate planning; and some by illness. But all are motivated by a continuous and continuing devotion to community and to leaving this world better than they found it.
Pedigo Family Advised Fund
Thornton Charitable Fund No. 1
Established 2015
Established 2016
Ivan and Michelle Pedigo live a busy family life in Barren County, Kentucky. They established this Fund to help organize their current giving to their church and community as well as to involve their four daughters more actively in the family giving.
Mr. G. Edgar Thornton is supportive of the community and wanted to encourage his children to support nonprofits in the community. He created a fund for his son, Wade Thornton.
Sam Pipes Advised Fund
Established 2016
Established 2015
Mr. G. Edgar Thornton is supportive of the community and wanted to encourage his children to support nonprofits in the community. He created a fund for his daughter, Deborah Thornton Stegall.
Brenda and Colin Reed Advised Fund Established 2015
Thornton Charitable Fund No. 2
Don and Nancy Williams Family Advised Fund Rothberg Family Advised Fund
Established 2015
Established 2015
Don Williams and his late wife, Nancy, established a history of giving of both time and resources. He established this Fund to make gifts to honor this family tradition as well as to create a philanthropic resource for their children to make their own charitable gifts in the future.
Runyon/Atkinson Advised Fund Established 2015
Sue Atkinson and Marvin Runyon chose to merge their private foundation into The Community Foundation of Middle Tennessee to accomplish their charitable goals and objectives with ease, efficiency and effectiveness.
The Willis Family Advised Fund Established 2015
Joseph & Gail Seay Family Fund
Wooten Family Charitable Donor-Advised Fund
Established 2015
Established 2015
Shiksha Charitable Fund
Linda Wooten Highers created the Fund as an avenue to support her favorite charities. Thus she has crafted an advisory committee that will eventually continue the good work she started.
Established 2016
Manish and Alpa Shah wanted to create a Donor-Advised Fund to facilitate their charitable giving and to share their passion for “Shiksha,” which translates as “Education.” Taking advantage of his company’s matching gift program was a way to add resources to increase their generosity to the community. Smallwood Family Fund Established 2016
The Zibart Family Fund Established 2015
Margaret and Michael Zibart have a family history of giving back to the community. They also have a family history of giving through The Community Foundation of Middle Tennessee. In 2015, Margaret and Michael continued that tradition by establishing the Zibart Family Fund.
Starr Hill/Red Light Fund Established 2015
The Tarkington Family Fund Established 2015
Deborah Taylor Tate Fund Established 2016
In celebration of her birthday, Debi Tate created the Deborah Taylor Tate Fund to support a wide variety of charitable causes, but particularly organizations empowering girls and women to help build strong families and healthy, resilient communities.
Learn More
The Community Foundation of Middle Tennessee is composed of charitable funds dedicated to purposes our donors define. We honor donor intent in perpetuity. For a complete list of Funds, browse our Fund Booklet or visit CFMT.org
CFMT.org • 37
JERRY B. WILLIAMS, 2015 CHAIRMAN
ELLEN LEHMAN, PRESIDENT
THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE STAFF Front row, from left: Kathryn Bennett, Dipti Vaidya, Emily Rutzky, Kerry Graham, Ellen Lehman, Jerry Williams, Amy Fair, Michael McDaniel; Second row, from left: Cynthia Copeland, Erin Holcomb, Mary Able, Kelly Walberg, Kristen Korzenowski, Melisa Currey; Third row, from left: Jessica Musman, Shemika Walker, Belinda Dinwiddie Havron, Maria Morris, Sharon Derman, Jana Laiolo, Benja Whitelaw, Debbie Bone, Pat Cole; Back row, from left: Joe Pagetta, Pat Embry, Laundrea Lewis, Scott O’Neal, Melissa Anderson. Not pictured: Jennifer Abrahamson, Thomas Buford, Porter Haile, Jeff Hoffman, Elizabeth Madsen, Gary Manes, Deborah McClellan, Tina Randolph, Gina Tek.
38 • The Community Foundation of Middle Tennessee
Our Staff
2015-2016 Board
Ellen Lehman, President
OFFICERS
BOARD OF TRUSTEES
Jerry B. Williams, Chairman
Judy Liff Barker
Melissa Anderson, Financial Assistant
Kerry Graham, Vice Chairman
Jack O. Bovender, Jr.
Kathryn Bennett, GivingMatters.com Associate
Leilani S. Boulware, Secretary
Ben L. Cundiff
Debbie Bone, Grants/Donor Services Associate
Charles W. Cook, Jr., Treasurer
Kitty Moon Emery
Thomas Buford, Program Manager and Tournament Director, Delek Fund for Hope
Ellen E. Lehman, President
Richard J. Eskind
Pat Cole, Scholarship/TIP Coordinator
BOARD OF DIRECTORS
Cynthia Copeland, Senior Staff Accountant
John D. Ferguson
Beth Chase
Dr. Thomas F. Frist, Jr.
Ronald L. Corbin
Joel C. Gordon
Jana J. Davis
James S. Gulmi
Rod Essig
Aubrey B. Harwell, Jr.
Irwin E. Fisher
Catherine T. Jackson
Dr. Stephen F. Flatt
Kevin P. Lavender
Jay L. Frank
Bert Mathews
Erin Holcomb, Promotion and Web Content Coordinator, NowPlayingNashville.com ®
Ben G. Freeland
Dr. John E. Maupin, Jr.
Gary A. Garfield
Ralph W. Mosley
Kristen Korzenowski, Donor Services Coordinator
The Hon. Alberto R. Gonzales
Jana L. Laiolo, Staff Accountant
Donna D. Nicely
Jose D. Gonzalez
Laundrea Lewis, Grants Manager
Ben R. Rechter
Mark R. Gwyn
Susan W. Simons
Carl T. Haley
Howard L. Stringer
Henry B. Hicks, III
Deborah Taylor Tate
Carol O. Hudler
Charles A. Trost
Decosta E. Jenkins
Deborah F. Turner
The Hon. William C. Koch, Jr.
Jack B. Turner
Robert S. Lipman
Mrs. Betsy Walkup
Scott O’Neal, Regional and Affiliate Liason
Don MacLachlan
David Williams, II
Joe Pagetta, Director of Community Initiatives, NowPlayingNashville.com ® and GivingMatters.com
Stephen F. Moore
Mary Able, Financial Services, Childcare Tennessee Jennifer Abrahamson, Communications Manager, Delek Fund for Hope
Melisa Currey, Comptroller Sharon Derman, Finance Administrative Assistant Pat Embry, Director of Communications Amy Fair, Director of Donor Services Porter Haile, Technology Systems Administrator Belinda Dinwiddie Havron, Director of Donor Education Jeff Hoffman, Program Manager, Delek Fund for Hope
Elizabeth Madsen, GivingMatters.com Senior Manager Gary Manes, Coordinator, Delek Tournament for Hope Deborah McClellan, Receptionist Michael McDaniel, Nonprofit and Endowment Liaison Maria Morris, Operations Manager Jessica Musman, Online Content and Marketing Associate, NowPlayingNashville.com ® and GivingMatters.com
Tina Randolph, Content Associate, NowPlayingNashville.com ® Emily Rutzky, Creative Services Coordinator Gina Tek, Services Coordinator, ChildcareTennessee Dipti Vaidya, Media and Communications Coordinator Kelly Walberg, Social Media and Online Marketing Coordinator Shemika Walker, Program Services Associate
Farzin Ferdowsi
Joelle J. Phillips Wayne Smith Dr. Paul Stumb Steve Underwood Dr. Stephaine H. Walker Kevin J. Wheeler
Benja Whitelaw, Program Manager CFMT.org • 39
The Community Foundation of Middle Tennessee 3833 Cleghorn Avenue • Nashville, Tennessee 37215-2519
CFMT.ORG
The Community Foundation of Middle Tennessee
FOR MORE INFORMATION VISIT CFMT.ORG OR CALL 615-321-4939
The Community Foundation of Middle Tennessee 3833 Cleghorn Avenue • Nashville, Tennessee 37215-2519
CFMT.ORG Printed on Finch Opaque Bright White Smooth 100# Cover and 80# Text.