Community Foundation of Broward - 2022 Report to the Community

BOLD PARTNERSHIPS

We are excited to share this annual look at how the Community Foundation of Broward partners with local philanthropists to make life better in the place we call home.

On the front and back covers you can see evidence of local philanthropy’s BOLD impact. Amid photos of smiling donors and dedicated Community Foundation team members you will find a ribbon cutting for a new community center, construction of affordably priced homes, training to launch culinary careers as well as examples of our support for animal rescue, the arts, Broward’s youth and more.

This collage of life-changing local impact is just a sampling of the ways we tackle our mission: to transform our community through focused leadership that fosters collaboration, builds endowment, advances equity and connects people who care to causes that matter.

Turn the page to learn more about the power of endowment, the exciting momentum of the BE BOLD Leadership Campaign ($250 million and growing!) and the many benefits of becoming a Community Foundation Fundholder.

Thank you to everyone who partners with us – donors, nonprofits, professional advisors and community leaders alike – to help our community achieve its full potential. Together, we are shaping a brighter future for Broward.

Zimmerman, Board Chair Jennifer O’Flannery Anderson, Ph.D., President/CEO

Kurt

TOTAL

TOTAL GRANTED FROM CHARITABLE FUNDS

IN 2021-2022. TOTAL NEW GIFTS and PLANNED/ESTATE GIFT PROMISES to the Community Foundation in

We gratefully acknowledge our friends who make this publication possible:

Foundation,

Inc.

OUR LEADERSHIP

VISION

We strive to create a community that is a vibrant place where all can thrive, feel connected and have the opportunity to reach their full potential.

MISSION

Transform our community through focused leadership that fosters collaboration, builds endowment, advances equity and connects people who care to causes that matter.

VALUES

1. LEAD WITH PURPOSE: We take BOLD strategic action as a community champion focused on a more vibrant and prosperous Broward for all.

2. CHERISH DIVERSITY: We treasure diversity, stand for equity and foster inclusion within our organization and across our community.

3. CREATE COLLABORATION: We forge dynamic collaborations with community partners and create innovative solutions to Broward’s biggest challenges.

4. EMPOWER PHILANTHROPY: We partner with visionary residents to grow enduring philanthropy that benefits our community for generations to come.

5. LISTEN, LEARN AND SHARE: We evolve and grow to serve the changing needs of our community.

A SEAT AT THE TABLE

Our staff and Board members have a “Seat at the Table” with influential organizations and groundbreaking collaborations that help shape a brighter future for Broward.

The Community Foundation tackles community challenges. Forges innovative collaborations. Champions opportunities to make a lasting difference. Our focused leadership makes Broward a better place to call home.

Association

“It’s so rewarding to be part of a Board and a community that is engaged in and excited about the work of the Community Foundation.”

Board Vice Chair Juliet Roulhac, who led the Strategic Planning Committee

IMPACT IN ACTION

The Community Foundation’s BOLD leadership and grantmaking forge dynamic community collaborations and support innovative opportunities to tackle big challenges. Here are a few examples of how we partner with dedicated philanthropists to shape a brighter future for Broward:

$13.4M in fiscal year 2022 grants

CANCER-FIGHTING SUPPORT

Nearly $1 million over three years from our new cancer research grants will help cancer patients get better access to groundbreaking clinical trials, close to home, through Broward Health, Florida International University and the Memorial Cancer Institute.

NEW NONPROFIT CENTER

The Community Foundation’s newly created Broward Center for Nonprofit Excellence, led by Director Cathy Brown, will serve as a goto resource for training, grants and other tools to nurture and strengthen the nonprofits that play such a critical role in the lives of Broward residents.

STRENGTHENING SENIORS’ SAFETY NET

Outreach and activities to break through senior isolation are getting a boost thanks to $500,000+ in new “Dignity in Aging” grants from the Community Foundation’s collaboration with United Way of Broward County and The Frederick A. Deluca Foundation.

‘ECO HUB’ SUPPORTS ENVIRONMENT

The Community Foundation committed more than $600,000 to champion environmental efforts, including creating the new Broward Eco Hub for Resiliency Education, anchored at the Museum of Discovery and Science, to raise awareness about climate change preparedness.

$2M MARY PORTER GRANTS

Two $1 million grants, made possible by the Mary N. Porter Legacy Fund, are expanding local mental health facilities at Henderson Behavioral Health’s new crisis stabilization center and supporting the completion of the new L.A. Lee YMCA / Mizell Community Center.

NATURAL DISASTER AID

From another devastating earthquake in Haiti to tornadoes ravaging eight states, including hard-hit Kentucky, the Community Foundation connected our Fundholders to trustworthy opportunities to help those who needed it most.

‘HELP THE HELPERS’

More than 7,500 nonprofit workers leading pandemic response received gift cards, meals and other rewards through our collaboration with United Way, the Children’s Services Council, The Frederick A. DeLuca Foundation, Health Foundation of South Florida and The Jim Moran Foundation.

FIRST RESPONDERS SUPPORT

A new scholarship fund, created by the Broward County Firefighters Benevolent Fund, will fuel new careers for aspiring firefighters, nurses, and other first responders.

HELP FOR UKRAINE

In response to the heartbreaking crisis in Ukraine, our Fundholders stepped up with more than $100,000 in donations to support people in need through aid opportunities vetted by the Community Foundation.

SUPPORT FOR ANIMALS

Our two-year, $315,000+ commitment for Animal Welfare grants boosts pet adoptions, provides free food and veterinarian care, supports wildlife rescue and much more.

“Giving back has always been one of our family’s core values. The Community Foundation team comes to us with expertly selected opportunities to make a difference on issues we care about. They also measure the impact created by our support, making sure our philanthropy is truly effective.”

Steve Hudson, Hudson Family Foundation, Community Builder and former Community Foundation Board Chair

NEIGHBORHOOD LISTENING TOUR

The Community Foundation’s 12 “listening tour” gatherings in neighborhoods across Broward promoted more community engagement, broadened our understanding of local challenges and helped us spread the word about the resources the Community Foundation offers.

RACIAL JUSTICE, EQUITY, DIVERSITY & INCLUSION

Injustice and prejudice should have no place in our community. Everyone who calls Broward home should feel welcome and have a real opportunity to achieve success.

MEALS FOR HEALTH CARE WORKERS

To remind health care workers how grateful we are for getting us through a pandemic, we teamed up with Offerdahl’s Hand-Off Foundation to provide more than 2,000 delicious, free meals to employees at hospitals, clinics and other front-line health facilities.

The Community Foundation of Broward is committed to providing local leadership to push for long-overdue changes. Support for Racial Justice, Equity, Diversity & Inclusion is one of the critical focus areas where we target our leadership and grantmaking to empower our community to reach its full potential. Here are a few examples of our ongoing impact:

DIVERSITY, EQUITY WORKSHOPS

FIGHTING HUMAN TRAFFICKING

Sigrid McCawley, lead attorney on behalf of victims in the Jeffrey Epstein sex-trafficking case, shared her insights during our virtual “Food for Thought” event to raise awareness about human trafficking.

Teamed with the Children’s Services Council to host a series of racial equity training webinars for our Board and more than 200 participants from Broward Workshop, the Greater Fort Lauderdale Alliance and other Broward civic organizations and nonprofits.

JUSTICE, DIVERSITY INCLUSION

ARTS & SOCIAL JUSTICE

Awarded nearly $1 million in arts and social justice grants since 2021 to support opportunities for the arts to deepen knowledge, promote dialogue and encourage positive change in Broward.

HEALTH EQUITY ANSWERS

Committed $500,000 to launch the South Broward Community Health Hub – a collaboration of 20+ organizations helping residents of underserved neighborhoods access health care, healthy food and more.

LGBTQ SUPPORT

Collaborated with Our Fund Foundation to provide $400,000 in LGBTQ support for seven initiatives to foster equity for Black & Indigenous People of Color.

NEW CAREER OPPORTUNITIES

Awarded the $1 million BE BOLD prize to an innovative program to help hundreds of unemployed or underemployed residents jumpstart their careers – with an emphasis on residents disproportionately affected by the pandemic.

“The Community Foundation will not sit on the sidelines during these critical times. We are committed to breaking through barriers to success in Broward, so everyone has a fair chance to succeed.”

NEW NEIGHBORHOOD GRANTS

Provided $237,500 in a new “Small Grants” program to make it easier for small, grassroots nonprofits – often serving critical roles in minority neighborhoods – to get resources to quickly deliver services that help residents and enrich our community.

Vice President Sheri Brown Grosvenor, who leads the Racial Justice, Equity, Diversity & Inclusion Task Force

OUR FUNDHOLDERS

We partner with generous individuals, families and local organizations to create personalized charitable funds that fuel game-changing philanthropy.

A Community Foundation “Fundholder” is so much more than a donor. Fundholders are part of a movement of visionaries who step up to ensure that their community has the resources it needs – today and forever.

With the Community Foundation as a philanthropy partner, our Fundholders maximize the impact of their charitable giving. Together, we create a legacy of BOLD community impact that makes life better in Broward.

Fundholder benefits

Expert guidance to identify the best opportunities to accomplish your charitable goals

Personalized charitable funds to fuel support, in your name or anonymously, for your charitable priorities

Accountability to ensure your charitable support is used as intended

Opportunities to amplify your impact by pooling resources with like-minded philanthropists

Peace of mind – we are a trusted fiduciary with a more than 30-year track record of investment and grantmaking success

The power of endowment to ensure your legacy of community support continues forever

Fundholder

“I love how they make it easy to involve my children and grow our family’s philanthropy.”

Doria Camaraza, Fundholder, Board Member

Heidi Schaeffer (right) attends the Community Foundation’s Community Builder Celebration with her son, Baron.

charitable funds

Left: Fundholder Andrew Wurtele, one of 51 Community Foundation “Community Builders,” and his daughter Serena (right) get an up-close look at a canine assisted therapy dog. Right: Fundholder Edward Hashek, a former Board Member, and Fundholder G. Wright Muir attend a reception celebrating the Community Foundation’s collaboration with Our Fund Foundation.

Charitable fund options

UNRESTRICTED FUND – You support our community’s most pressing needs, today and in the future.

FIELD OF INTEREST FUND – You support a particular issue or cause that you care about.

DONOR-ADVISED FUND – You support a variety of causes and charitable organizations. You play a more active role by recommending grants.

DESIGNATED FUND – You support a specific charitable organization, forever.

SCHOLARSHIP FUND – You support educational and vocational opportunities to help students achieve their full potential.

AGENCY ENDOWMENT FUND – Nonprofit organizations can lock in a guaranteed source of support, forever, by partnering with the Community Foundation.

Fundholders Collette and Gene Herman created a Donor-Advised Fund at the Community Foundation, which provides grants to fight cancer and help children in need.

“The Community Foundation of Broward is the best place to start your philanthropy and to get to know the community.”

Brent G. Hagey II, Fundholder

EXAMPLES OF IMPACT

HELPING BROWARD BOUNCE BACK

The Jerry Taylor & Nancy Bryant Fund deployed $1 million in muchneeded support for food, rent assistance, emergency household repairs, workforce development, scholarships and much more.

LEGACY OF SUPPORT

Jerry Taylor and Nancy Bryant wanted to help people struggling with the pandemic’s economic repercussions. They turned to their Charitable Fund Manager, Amanda Kah, to get their support where it was needed the most.

INNOVATIVE GIVING

“We knew people were struggling and needed help, but we didn’t know how to reach them. So, we called Amanda,” Nancy said. “She brought these great programs to our attention. That’s the focus that we needed.”

Teri Stout partnered with the Community Foundation to create the Blayne Stout AIDS Fund – an endowed charitable fund honoring her son Blayne, who died of AIDS in 1991, when he was three.

Twin sisters Hadley and Delaney Robertson found an innovative way to turn a big obstacle into a life-changing opportunity for people, like them, who deal with scoliosis.

They developed BraceTrack, an app that makes it easier for people with scoliosis to keep track of how long they need to wear back braces. They also launched a fundraising initiative and teamed with the Community Foundation to create the Brace for Impact Fund, which helps buy braces for people in need.

“The involvement of the Community Foundation added instant credibility to the idea and their connections allowed Brace For Impact to grow much faster than otherwise would have been possible,” Hadley Robertson said.

Teri, who learned she was HIV positive when she was pregnant with Blayne, knew she would need a partner to carry on her son’s legacy. Teri died of complications from AIDS almost four years after Blayne. Nearly three decades later, grants in Blayne’s name continue to help provide treatment and support for children with AIDS.

“It is so wonderful to see that Blayne and Teri are still making a difference so many years after their passing,” said Jacqueline Bammert, Teri Stout’s niece and Blayne’s cousin. “I know my aunt would be so happy to know that this important work is continuing.”

BOLD MOMENTUM

The BE BOLD Leadership Campaign hit the $250 million milestone in 2022, gaining momentum among people who love Broward and want to invest in a brighter future for our community.

In 2018, we launched this important movement to raise $500 million and build an endowment to keep pace with our community’s fast-growing needs. We are halfway to our ambitious goal, thanks to new gifts and planned gifts from philanthropists stepping up for the community they love.

BOLD leaders partner with the Community Foundation to create charitable funds that fuel innovative solutions today and provide sustainable resources to help our community forever.

Through a gift today or a planned gift commitment, you can create a charitable fund and enlist the Community Foundation as your philanthropy partner. We shepherd your fund, identify the best grantmaking opportunities and amplify your impact by pooling resources to tackle big challenges. Through the power of endowment, we ensure your BOLD impact never ends.

Together, we can make life even better in Broward. Are you ready to BE BOLD?

love having the Community Foundation to steward our charitable fund and maximize the impact of our philanthropy. They do the legwork, we have peace of mind knowing they will carry on our community support for generations to come.”

Cathy and James Donnelly, Community Builders

“We

POWER OF ENDOWMENT

Through the power of endowment, your charitable gift today creates a BOLD impact that lasts forever.

When you partner with the Community Foundation to establish an endowed charitable fund, your gift is carefully invested over time. Earnings from your gift add to your fund and produce Community Foundation grants that tackle your charitable priorities.

As we shepherd and grow your endowed fund, the earnings from your initial gift become a permanent source of community support. For generations to come, your endowed fund will be a sustainable resource that makes Broward a better place to call home.

HOW AN ENDOWED GIFT OF $100,000 CAN GROW*

In one year, your fund balance is $100,500 and produces $5,000 in grants.

(*Assumes a 5% annual granting payout, 1.5% administration fees and a net 7% investment rate of return.)

In 15 years, your fund balance is $107,768 and has produced more than $77,600 in grants.

93%

of the value of our charitable funds is endowed

In 50 years, your fund balance reaches $128,323, has produced more than $283,200 in grants and keeps growing.

endowment story

In 2008, Mary Mackenzie’s $12.1 million estate gift established an endowed, charitable fund at the Community Foundation. Mary trusted the Community Foundation to shepherd her fund and identify innovative opportunities for her support to transform the community. By establishing an unrestricted fund, Mary ensured that the Community Foundation could use her support to tackle new challenges and adapt to changing times.

Each year, Mary’s fund delivers more than $730,000 in grants to make life better in Broward. Mary’s impact includes support for groundbreaking classroom programs, teacher training and parental education and

other innovative opportunities to help Broward students succeed.

Over time, Mary’s endowed fund has generated 272 total grants totaling nearly $9 million in critical community support. In 2022, Mary’s endowed fund balance at the Community Foundation was $12.8 million – more than her initial gift amount and able to keep growing, through the power of endowment.

2022: Mary Mackenzie’s endowed charitable fund balance is $12.8M

To Date: 272 grants awarded TOTALING NEARLY $9M

2008: Mary Mackenzie’s endowed charitable fund created with $12.1M gift

“Building an endowment is not just for today, it’s forever.

… Converting my private foundation to an endowed fund at the Community Foundation of Broward was the best decision I ever made.”

Vasquez, Community Builder

Mary Mackenzie’s

Elaine

COMMUNITY BUILDERS

Community Builders are visionary leaders who partner with the Community Foundation to establish endowed charitable funds of $1 million or more.

These BOLD individuals, families and community organizations fuel innovation and tackle big challenges with their endowed support. By partnering with the Community Foundation, Community Builders amplify their impact today and create a legacy of local support that never ends.

$148M+

in total Community Builder gifts

We honor our Community Builders at annual celebrations (the 2021 honorees and their representatives shown top left) and with plaques on our Community Builder wall.

Shown left to right: James Donnelly, Cathy Donnelly, Serena Wurtele, Andrew Wurtele, Nancy Lynn Brown, Emilie Tracy, Jim LaBate, Mona Pittenger and Steve Halmos.

Our

Newest Community Builders

AND RALPH

COLLINS

LEO AND ALICE RUTTEN

M. AND ALICE J. RUTTEN FUND

THE FREDERICK A. DELUCA FOUNDATION

BARRY AND JUDY SILVERMAN

BARRY AND JUDY SILVERMAN FAMILY FUND

“I have tremendous faith in the talented people involved and engaged in this fine organization. The Community Foundation of Broward has a successful track record and a long history, so it’s going to be here. I also like the heart of the Community Foundation and the value this organization provides to our community.”

AND DON THIEL

JUDY THIEL

COMMUNITY FOUNDATION of BROWARD

PAT OWEN CHARITABLE FUND COMMUNITY FOUNDATION of BROWARD

SETNOR BYER FAMILY CHARITABLE FUND COMMUNITY FOUNDATION of BROWARD

COLKER CARES FOR SENIORS COMMUNITY FOUNDATION of BROWARD

STEVE AND MADELAINE HALMOS CHILDREN’S OPPORTUNITY FUND COMMUNITY FOUNDATION of BROWARD

LEO

COMMUNITY FOUNDATION of BROWARD

DONALD AND PATRICIA

DONALD R. AND PATRICIA E. COLLINS CHARITABLE FUND COMMUNITY FOUNDATION of BROWARD

STEVE AND MADELAINE HALMOS

THE FREDERICK A. DELUCA FOUNDATION COMMUNITY FOUNDATION of BROWARD

ANITA

BYER

JEAN AND DAVID COLKER

JUDY

DON AND

FUND COMMUNITY FOUNDATION of BROWARD

PAT OWEN

MONA PITTENGER

MONA PITTENGER FUNDS COMMUNITY FOUNDATION of BROWARD

Mona Pittenger, new Community Builder, Board Member

Our Community Builders

JAMES C. ACHESON James C. Acheson Fund

MARION T. AND PERCY P. ARCHIBALD Percy P. and Marion T. Archibald Fund

SALLY AND FRANK ATLASS Sally and Frank Atlass Charitable Fund

NANCY LYNN BROWN Nancy Lynn Brown Scholarship Fund

BBX CAPITAL BBX Capital Fund for the Arts

JAMES I. CODDINGTON, JR. James I. Coddington, Jr. Charitable Fund

RANDY AND LARRY COTTER Elizabeth Cotter Memorial Fund

LIBBY AND JACK DEINHARDT Libby and Jack Deinhardt Funds

CATHY AND JAMES DONNELLY Cathy and James Donnelly Charitable Fund

LEONARD AND ANTJE FARBER Leonard and Antje Farber Endowment Fund

DOROTHY AND HAROLD FRANKS Dorothy and Harold D. Franks Funds

RICHARD FRISBY Richard Frisby and Edward Burkhart Fund

GERTRUDE GRAY Gertrude Gray Memorial Scholarship Fund

MARLENE HOLDER

Marlene Holder Fund for Broward

FRANCIE BISHOP GOOD AND DAVID HORVITZ

Francie Bishop Good and David Horvitz Fund for the Arts

Creating Bold Impact

“Madelaine and I have been incredibly fortunate. We were given opportunities that have allowed us to live the American Dream. We simply want to give children less fortunate than us an opportunity to live it, too. The Community Foundation enables us to do that – in perpetuity.”

KIWANIS CLUB OF FORT LAUDERDALE Kiwanis Club of Fort Lauderdale Funds

JUDITH ANN LINNELL Judith Ann Linnell Foundation Fund

ELAINE AND JON KRUPNICK Elaine and Jon Krupnick Funds

MARY MACKENZIE Mary and Alex Mackenzie Community Impact Fund

EVERETT H. METCALF, JR. Everett H. Metcalf, Jr. Unrestricted Fund

HUDSON FAMILY FOUNDATION

Hudson Family Fund

FREDERICK W. JAQUA Frederick W. Jaqua Fund

HARRIET AND JACK KAYE Jack and Harriet Kaye Fund

GINNIE AND DICK KEARNS Kearns Family Foundation Fund

STEPHEN A. KELLER

Stephen A. and Ethel L. Keller Funds

Steve Halmos, new Community Builder, former Board Member

Our Community Builders

MILDRED TALKWICZ

Mildred Talkwicz Charitable Fund

ELAINE AND DR. ERWIN M. VASQUEZ

Elaine and Erwin M. Vasquez, M.D. Family Foundation Fund

LOUISE WEMYSS Louise Wemyss Fund For Animal Welfare

MAY JEAN AND LOU WOLFF

Lou and May Jean Wolff Family Foundation Fund

ANDREW L. WURTELE Andrew L. Wurtele Family Fund

ROSE MINIACI

Rose Miniaci Family Fund

JIM AND JAN MORAN

Jim and Jan Moran’s Family of Funds

MARY N. PORTER Mary N. Porter Funds

JOHN H. RAU John H. Rau Space Education Fund

GLORIA AND ALVIN ROSS

Alvin and Gloria Ross Community Care Fund

LOUISE B. AND JOSEPH S. RUMBAUGH

Joseph S. and Louise B. Rumbaugh Fund

LAWRENCE A. SANDERS

Lawrence A. Sanders Funds

CAROLE AND STEVE SCOTT Scott Family Fund

FRANCIS A. AND ADELINE M. SINES

Francis A. and Adeline M. Sines Memorial Fund

HELEN WYATT RUST STOYKOV

Helen and Frank Stoykov Charitable Endowment Fund

ANONYMOUS (2)

Scan this QR code to learn more about all of our Community Builders.

Right: Community Builder Judy Thiel; Community Builders David Horvitz and Francie Bishop Good; Community Builder Nancy Lynn Brown (center) with her advisors Philip Verde and Debra Vogel.

Below: James Donnelly discusses why he and his wife Cathy became Community Builders at the 2021 Community Builder Celebration.

Creating Bold Impact

“For Don and Patricia Collins, the Community Foundation of Broward provided the simplest solution for how to make a lasting difference for the community they loved. The Community Foundation will ensure that Don and Patricia’s support for Broward never ends.”

Jack R. Loving, Attorney for Don Collins, Board Member and Fundholder

LEGACY SOCIETY

Our Legacy Society members shape Broward’s future through their estate gifts to the Community Foundation. With their testamentary commitments, these forward-thinkers partner with us to create endowed charitable funds that ensure their BOLD impact for the community lasts forever.

Jonathan and Adrelia Allen

Tim Allen and Jonathan Allen

Suzanne Y. and Edward R. Allen

Jennifer O’Flannery Anderson and Peter Anderson

Jeannette Archer-Simons and Robert E. Simons

Carla and Giorgio Arra

William W. E. Ash III

Mimi Bauer

Ann M. Bederman

David Behr

Annette H. Beshar

David C. Bland

Lisa A. Bonk

Joy and Kyle Branyon

Richard A. Bray

Rod Breene

Nancy Lynn Brown

Anita and Ralph M. Byer

Cindy Caird

Melanie M. Camp

Linda B. and R. Michael Carter

Rita Case

Barbara R. Castell

Keith and Dot Cobb

David Cohen

Bonnie Collins

Carol Cooper

Ursula Suzanne Cott

Frank Crawford

Jan C. Crocker

Jan R. and James A. Cummings Diane and John Dalsimer

Carolyn Davis and Ned Black Cathy and James Donnelly

Maggie and Jim Dunn Susanne and Marty Ellman Doris D. Emmett

Lorraine and Gerry Farmer

Lawrence “Larry” S. Feuer

Donna Fisher-Williams Louis and Janine Flematti Ramona and James Fowler

Diane and Angelo Gencarelli Jean and Tom Giordano

Elisa R. and Barry H. Goldman Mitchell E. Grant

Barbara T. Gray

Wilson B. and Susan Greaton Barbara Grevior

Richard Grillo

Madelaine and Steven J. Halmos

Ed Hashek and John Jors

Frank and Roberta Helsom Ronald Herron

William Victor Higdon

Jane N. Huston

Paige and Steve Hyatt

Gregory James Izak and Thomas William Meyer Jr. Lesley Mitchell Jones

Emerson W. Kanode

Cindy and Laurence M. Kashdin

Brigitte Kimmich

Tundra M. King

Victoria C. Kirby

Walter W. Krueger

David B. Kyner

Lynn and James B. LaBate

Marcy Lambert

Christine L. and Arthur W. Lambertus

Gerald L. Laskey

Ida and Raymond H. Leightman

Robert Lichtenstein

Beth E. Linzner

Gabriele E. Magdanz

MP and James Malone

Patricia Martinez

Virginia M. McCormick

Alex McCroson and Shawn Powell

James D. McKenzie

Jo Ann K. and Donald B. Medalie

Greg Medalie

Daryl G. Miller

Virginia I. and Thomas J. Miller

Jan Moran

Carolyn Morgan

Sandra Muvdi

Jacqueline Niehaus

Nanette and Mark Olson

Susan Nolan Palmer

Sarah and Scott Parker

Mona Pittenger

Ingrid and Brian Poulin

David E. Ratcliffe

Nancy and Dave Reierson

Sally J. Robbins

Hugh E. Root

Amanda and Noah Rosenfarb

Charles L. Ross

John D. Ryan

Heidi Schaeffer

Franklin R. Schmidt

Steve and Carole Scott

Grace Dudleck Shepherd

Randolph J. Shine

Patricia A. Shub

Andrew and Lynn Siebert

Leslie Siegel

Eugene C. Smith and David A. Moon

Fred G. Smith

Hilda Sokolowski

William C. Spencer

J.R. Steele

Patricia A. Stover

Sandy and J. Kenneth Tate

Nancy and Bill Thies

Steven Jay Thor

Ben and Barbara Tobias

Gregory D. Unwin Moore

Melba Urbanek

Paula Valentine

The 2022 Legacy Society Luncheon was held at the Mary N. Porter Riverview Ballroom at the Broward Center for the Performing Arts. Left to right: Frank and Roberta Helsom; John Jors, Edward Hashek, Ken Kappner and Stephen Nonack; and Cathy Donnelly.

Elaine Vasquez

Charles L. Verner

David Lee Webb

Janice Weintraub and Irwin Weideger

Dixie E. Wheeler

June Wise May Jean Wolff

Kurt Zimmerman Anonymous (33)

Legacy Society

“We don’t have children, so when we were doing our estate planning, our lawyer introduced us to the Community Foundation. The Community Foundation is such a great way for our estate to continue to make a difference, even after we are gone.”

Joy and Kyle Branyon, new Legacy Society Members

PROFESSIONAL ADVISORS COUNCIL

The Professional Advisors Council is an elite group of attorneys, accountants and financial advisors who collaborate with the Community Foundation to achieve their clients’ charitable goals. Working together, we create charitable funds at the Community Foundation that enable their clients to make a lasting impact for the community they love.

Frank T. Adams, Esq. Dunwody White & Landon, P.A.

Louis C. Anderson, Esq. Louis C. Anderson Law Office, LLC

Peter Anderson, CFP®, CPFA, CEPA Woodforest Wealth Strategies/Raymond James Financial Services

Adan A. Aulet, Jr., Esq. MacLean & Ema, P.A.

Kaley N. Barbera, J.D., LL.M. Snyder & Snyder, P.A.

Jeffrey A. Baskies Esq. Katz Baskies & Wolf PLLC

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

Jeffrey N. Blaze, CFP FDR Financial Group, Inc.

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

Tanya L. Bower, Esq. Tripp Scott

Francis B. Brogan, Jr., Esq.*

Ralph M. Byer

Merrill Lynch Wealth Management

Cynthia Borders-Byrd, CPA C. Borders-Byrd, CPA, LLC

John Cartledge

Aurora Private Wealth

Kathleen M. Casey, Esq. Kathleen M. Casey, PLLC

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

Christina M. Cleveland, FA

Merrill Lynch Wealth Management

Alan B. Cohn, Esq. Greenspoon Marder

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

Marinela Collado, CPA/PFS, CFP® Tobias Financial Advisors

Joan K. Crain, TO Global Wealth Advisor

Lisa K. Crawford, Esq. Lisa K. Crawford, Esq. PLLC

James B. Davis, Esq. Gunster

David J. Diaz, CFP Merrill Lynch Wealth Management

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

Frank B. Dolph III Frank B. Dolph III & Associates

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

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

Jill R. Ginsberg, Esq. GinsbergShulman

Adam S. Goldberg, Esq. Revis, Hervas, & Goldberg. P.A.

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

Katherine N. Guida, TO The Northern Trust Company

Marie C. Hansen, TO*

Douglas F. Hoffman, Esq. Rudolf & Hoffman, P.A.

Andrew L. Jimenez, Esq. Jimenez Law Offices, P.A.

Jennifer W. Jones Gunster

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

Thomas O. Katz, Esq. Katz Baskies & Wolf PLLC

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

Robin J. King, Esq. King Law

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

James B. LaBate, Jr. Lake Management, LLC.

John Lacy, CPWA The Lacy Wealth Management Group/ Merrill Lynch

Stephen J. LaForte Fifth Third Private Bank

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

Jody Leslie, Esq. Leslie & McLaughlin, LLP

Vladimira Libansky, Esq. Robert L. King Law Office

Beth E. Linzner, Esq. Beth E. Linzner, P.A.

Jack R. Loving, Esq. Loving Scully Law Group, PLLC

Anne B. MacLean, Esq.*

Mark R. Maller Wells Fargo Advisors

Professional Advisors

Council members

Patricia Anne Martinez, MBA, LUTCF, CLTC Coastal Wealth, a Mass Mutual firm

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

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

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

Barry Mukamal, CPA, PFS, ABV, CIRA, CFE, CFF Kapila Mukamal CPAs

Cort A. Neimark, Esq.*

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

David Ratcliffe*

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

Jennifer J. Robinson, Esq. The Northern Trust Company

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

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

Gregory J. Schaeffer Morgan Stanley

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

Ilene S. Schnall J.D., LL.M. Ilene S. Schnall, P.A.

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

Jeffrey S. Selzer, Esq. Selzer Law

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

Jeffrey Shover Ameriprise

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

Karen J. Spigler, CPA, Esq. Law Firm of Karen Spigler, LLC

William F. Sullivan, Esq.*

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

Benjamin A. Tobias, CFP®, CPA/PFS, CIMA*

John Torregrosa UBS Financial Services, Inc.

Emilie M. Tracy, Esq. Emilie M. Tracy, P.A.

Philip M. Verde CFP, CTFA Truist Wealth

Charles L. Verner UBS Financial Services, Inc

Debra Vogel*

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

Misty Weinger, CPA/CFF, CVA Kofsky Weinger, P.A.

Steven H. Woods, CPA Keefe, McCullough & Co., LLP

Christine Yates, Esq. Tripp Scott

Charles D. Zalakar, CTFA The Northern Trust Company

Kurt D. Zimmerman, Esq. Zimmerman & Associates, P.A.

Working

“Teaming up with the Community Foundation is a great way for me to help my clients achieve their charitable goals. Members of the Professional Advisors Council appreciate the value of this go-to philanthropy resource.”

Greg Medalie, Professional Advisors Council Chair and Legacy Society Member

2022 BOARD OF DIRECTORS

Our dynamic Board of Directors includes innovative executives and dedicated community leaders who guide our leadership and grantmaking, help us grow endowment and drive us to create BOLD impact.

KURT D. ZIMMERMAN, Chair: Attorney, Former Chair of Professional Advisors Council

MONA PITTENGER, At-Large: philanthropist, retired real estate entrepreneur

MARCELL HAYWOOD: CEO of Thesis Holdings, Founder & CEO of Encompass Onsite Solutions

JULIET MURPHY ROULHAC, Vice Chair: Regional Director of External Affairs for Florida Power & Light Company

JONATHAN K. ALLEN: Director of Broward County’s Water and Wastewater Services Business Operations Division

SUSANNE CORNFELD HUROWITZ: President of HB Capital Group, former Director of Development for Homes for the Homeless in NY

DORIA M. CAMARAZA, Treasurer: former senior vice president/general manager for the American Express Company

JANE

PEGGY HOGAN MARKER, Secretary: partner and president of Marker Construction Group

JAMES

PAIGE HYATT: Community Foundation Ambassador, volunteer leadership roles with community groups

ALICE LUCIA JACKSON: retired senior vice president of Jones Lang LaSalle

DAVID W. HORVITZ, At-Large: Board Chair and CEO of South Ocean Capital Partners

DARA LEVAN: communication specialist, writer and editor

F. BOLIN: Oakland Park City Council Member, founder of PeytonBolin

DONNELLY: founder and CEO of the Castle Group, former Foundation Board Chair

ALBERTO FERNANDEZ: president of ANF Group

Board Members David Horvitz, Jonathan Allen, Greg Medalie, Eric Vainder, Peggy Hogan Marker and Mona Pittenger.

2022 Board

“I’m proud to be a part of this dedicated team of local leaders who recognize the power of philanthropy to tackle Broward’s big challenges.”

SIGRID S. MCCAWLEY: Managing Partner of Boies Schiller Flexner

GREG MEDALIE: partner at Medalie & Medalie P.A., Professional Advisors Council Chair

DEV MOTWANI: President of Merrimac Ventures, Founder and Managing Partner of Chieftain Residential

BURNADETTE NORRIS-WEEKS: partner in APNWP, PLLC, founder of the Women of Color Empowerment Institute, Inc.

BRETT A. ROSE: Owner and CEO of United National Consumer Suppliers

DAVID M. SCULLY: Loving Scully Law Group partner, Professional Advisors Council member

ERIC J. VAINDER: Northern Trust’s Senior Market Executive

Kurt Zimmerman, Board Chair and Fundholder

PAST BOARD MEMBERS

Steven J. Halmos

Suzanne Y. Allen

W. George Allen*

J. David Armstrong Jr.

Elliot B. Barnett*

Richard A. Berkowitz

Francie Bishop Good

Gary E. Bitner

James J. Blosser

Nancy W. Blosser

Holly Bodenweber

Cynthia Borders-Byrd

Francis B. Brogan, Jr.

Anthony Brunson

Gale M. Butler

Rita Case

Barbara R. Castell

Margarita T. Castellon

D. Keith Cobb

Joan K. Crain

Jan C. Crocker

Jan R. Cummings

Ward J. Curtis Jr.*

James B. Davis

Shaun M. Davis

John B. Deinhardt*

Elizabeth C. 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*

Edward T. Hashek

Frank E. Helsom

Robert J. Henninger Jr.

Frederick L. Hicks

David W. Horvitz

William D. Horvitz*

Walter E. Howard

Steven W. Hudson

Marti Huizenga*

Edwin A. Huston*

R. Stephen Hyatt

Joseph E. Jack*

Bacardi Jackson

Nona L. Jones

Janet C. Jordan

Anne K. Joyner

Robert B. Judd

Thomas O. Katz

Patricia R. Kearns

Stewart R. Kester Sr.*

James B. LaBate, Jr.

Christine L. Lambertus

Michael G. Landry

Raymond H. Leightman

Armando Leighton, Jr.*

Jarett S. Levan

Susie Levan

Alan J. Levy

Marsha O. Levy

Herschell Gordon Lewis*

Jack R. Loving

Anne B. MacLean

Patricia L. Mahaney

Mark R. Maller

Wendy Masi

John C. McKeon

Cori Flam Meltzer

H. Kent Mergler

Virginia I. Miller

Frederick V. Miller*

Joseph R. Millsaps*

Albert J. Miniaci

Karen Mitchell Curran

Chris Mobley

Maj. Gen. James W. Monroe

Jan Moran

Thomas P. O’Donnell*

A. Gordon Oliver*

Thomas R. Oliveri

Stacy Ostrau

Charles L. Palmer

Arlene Pecora

David E. Ratcliffe

Carlos J. Reyes

Mary Riedel

Leonard Robbins*

Sally J. Robbins

Ramon A. Rodriguez

Roy L. Rogers

Jacquelyn Rogow

Barbara Roti

John W. Ruffin Jr.*

Maria T. Sanjuan

Tony Segreto

William L. Shillington

Christopher L. Smith

William A. Snyder

Raymond C. Southern

George E. Sullivan

William F. Sullivan

Kim Sweers

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

Former Board Chairs Keith Cobb, Bill Snyder, Ginny Miller, Wendy Masi, Frank Brogan and Steve Hudson attend a luncheon for former Board members.

NONPROFIT ENDOWMENT PARTNERS

Nonprofit organizations can lock in a sustainable source of support by partnering with the Community Foundation to create Agency Endowment Funds

These partnerships allow charitable organizations to focus on their critical missions, while the Community Foundation handles investment, tax reporting, audits and other financial management duties. Working together, we make life better in Broward – today and for generations to come.

Top right: Museum of Discovery and Science; Above: Fort Lauderdale U.S. Navy Sea Cadets

Bringing Kids to Boggy

Campaign for Change

Cooperative Feeding Program LifeNet 4 Families Endowed Funds

Cultural Endowment Program Fund for the Museum of Discovery and Science

Edee Greene/Women in Distress of Broward County, Inc. Endowment Fund

Exchange Club of Pompano Beach Charitable Foundation, Inc. Fund

Feeding South Florida Endowment Fund

Fort Lauderdale Navy League Sea Cadets Fund

Fort Lauderdale Symphony Orchestra Foundation Fund

Gold Coast Jazz Society

Henderson Mental Health Center Endowment

Holy Cross Hospital Endowment and Challenge Funds

Humane Society of Broward County Endowment Fund

J & L Morris Fund for the Benefit of Bethany Christian School

Jack and Jill Center Funds

Jessica June Children’s Fund

Jim Moran YATC Endowment Fund

Junior Achievement, Free Enterprise Fund

Junior League of Greater Fort Lauderdale, Inc. Agency Endowment Fund

Lighthouse of Broward County, Inc. Fund

Lutheran Services of Florida - Broward County Fund

Meals on Wheels South Florida Endowment Fund

Mental Health Association Fund

Miriam Hood Fund for the U.S. Navy League Fort Lauderdale Council

Museum of Discovery and Science Founding Benefactor Fund Museum of Discovery and Science Fund

National Multiple Sclerosis - South Florida Chapter Endowment NCCJ Kresge Challenge Fund

North Broward Hospital District Charitable Fund

Seafarers’ House Endowment Funds

SOS Children’s Village of Florida Endowment Fund Stranahan House Endowment Fund

The Pride Center at Equality Park Unrestricted Endowment Fund

United Cerebral Palsy of Broward County Fund

Urban League of Broward County Endowment Fund

Very Special Arts of Florida Fund

Women in Distress of Broward County, Inc. Funds

YMCA of Broward County Endowment Fund

Your Healthcare Centers Endowed Fund for Teen Pregnancy Prevention

FINANCIAL OVERVIEW

As the size and scope of the Foundation have grown, 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 parts that make the Foundation an outstanding fiduciary.

THE INDEPENDENT INVESTMENT CONSULTANT performs due diligence and analysis on investments, compiles data trends, provides investment recommendations and participates in quarterly meetings with the investment committee.

THE INVESTMENT COMMITTEE is comprised of career investment professionals and highly experienced business leaders from the community. They set investment objectives and 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.

THE FOUNDATION STAFF provides comprehensive, accurate and timely back-office support. All investment activity including income, expense, realized and unrealized gain activity is allocated on a Fund level basis. All investment statements are compared to reports prepared by the investment consultant, and monthly financial reports are provided to the Board of Directors.

THE AUDIT COMMITTEE reviews the Foundation’s systems of internal controls regarding finance, accounting and legal compliance. Again this year, the auditors reported the Foundation has outstanding internal controls and financial practices.

FINANCIAL POSITION

June 30, 2022

Condensed Statement of ASSETS

Cash $94,763 Investments 225,611,630 Bequests receivable 2,000,000 Promises to give, net 5,107,779 Assets under split-interest agreements 1,012,169 Prepaid expenses and other assets 91,460 Other real estate 500,000 Property and equipment, net 128,182

TOTAL ASSETS $234,545,983

LIABILITIES

Accounts payable and accrued expenses $221,049 Grants payable 2,487,058

Refundable advances and liabilities under split-interest agreements 576,390 Agency transaction payable 17,779,898 Total Liabilities $21,064,395

Total Net Assets $213,481,588

TOTAL LIABILITIES AND NET ASSETS $234,545,983 ACTIVITIES AND CHANGES

ASSETS 12 Months Ended June 30, 2022

Condensed Statement of REVENUE AND SUPPORT

Contributions and bequests $22,290,906 Net investment returns (36,842,043) Other revenue 186,727 Total Revenue and Support ($14,364,410) EXPENSES

Community impact grants $14,873,166 Management and general administrative 1,072,748 Fundraising - Building Philanthropy for Broward 1,001,732

Total Expenses $16,947,646

Change in net assets ($31,312,056)

assets beginning of year $244,793,644

assets end of year $213,481,588

DEINHARDT SOCIETY

Libby and Jack Deinhardt founded the Community Foundation of Broward in 1984 to create an ongoing source of leadership and philanthropic support able to tackle Broward’s growing challenges.

Named in honor of Libby and Jack, the Deinhardt Society carries on their commitment to local philanthropy by building support for the operations of the Community Foundation of Broward.

The Deinhardt Society fuels our day-to-day work. Our top-notch professional team, facilities and other resources necessary to the Community Foundation’s mission are made possible by the Deinhardt Society’s deep commitment to championing local philanthropy.

JOIN TODAY

To join the Deinhardt society, scan this QR code to visit our donations webpage.

THANK YOU TO THESE PARTNERS WHO SUPPORT OUR MISSION!

We are so thankful for these members of the Deinhardt Society who play such a critical role in supporting the Community Foundation’s mission.*

• American Express Charity Trust Custodial Account, Doria Camaraza

• BNY MELLON

• Christine L. Lambertus Esq.

• Crewcial Partners, LLC

• Dara and Jarett Levan Fund for the Arts

• Fidelity Charitable Gift Fund

• James A. Ruppe Foundation

• Jerry Taylor and Nancy Bryant Fund

• Lozick Family Foundation

• New York Life Insurance Company, Frank Dolph

• The A. D. Henderson Foundation, Inc.

• The Barrington Foundation, Inc.

• The Harry T. Mangurian Jr. Foundation, Inc.

• The William R. Watts Foundation, Inc.

• Zimmerman & Associates, P.A.

*Recognizing contributions of $500 or more

OUR STAFF

Jennifer O’Flannery Anderson, Ph.D. President/CEO

joa@cfbroward.org 954-761-9503 ext. 101

Andria Baker Coordinator, Philanthropic Services abaker@cfbroward.org 954-761-9503 ext. 121

Annette Bauer

Senior Director, Finance and Operations abauer@cfbroward.org 954-761-9503 ext. 137

Cathy Brown Director, Broward Center for Nonprofit Excellence cbrown@cfbroard.org 954-761-9503 ext. 119

Jennifer Bryan Accountant jbryan@cfbroward.org 954-761-9503 ext. 104

Carol Dorko

CFO/COO cdorko@cfbroward.org 954-761-9503 ext. 107

Kirk Englehardt

VP, Marketing and Communications kenglehardt@cfbroward.org 954-761-9503 ext. 105

Jasmine Lewis-Fontus Manager, Charitable Funds jlewis@cfbroward.org 954-761-9503 ext. 110

Sheri Brown Grosvenor VP, Community Impact sbrowngrosvenor@ cfbroward.org 954-761-9503 ext. 103

Tina Hudson

Manager, Community Impact thudson@cfbroward.org 954-761-9503 ext. 109

Latoya Jacquett Coordinator, Hospitality ljacquett@cfbroward.org 954-761-9503 ext. 111

Amanda Kah Director, Charitable Funds akah@cfbroward.org 954-761-9503 ext. 115

Matt Kahn

Senior Director, Philanthropic Services mkahn@cfbroward.org 954-761-9503 ext. 113

Ashley Kozich Manager, Marketing Communications akozich@cfbroward.org 954-761-9503 ext. 132

Mark Kotler Senior Director, Philanthropic Services mkotler@cfbroward.org 954-761-9503 ext. 130

Yvette Lawson Executive Assistant to CEO/Office Manager ylawson@cfbroward.org 954-761-9503 ext. 100

Andy Reid Director, Communications areid@cfbroward.org 954-761-9503 ext. 102

Angelica Rosas Director, Community Impact arosas@cfbroward.org 954-761-9503 ext. 114

Nancy Thies

VP, Philanthropic Services nthies@cfbroward.org 954-761-9503 ext. 106

Mary Margaret Toole Director, Philanthropic Services mmtoole@cfbroward.org 954-761-9503 ext. 116