2023 R E P O R T TO T H E CO M M U N I T Y
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BOLD IMPACT We are so pleased to provide this annual report about how philanthropy through the Community Foundation of Broward creates BOLD impact for the community we love. The Community Foundation just accomplished its boldest grantmaking year ever, thanks to the dedication and generosity of a growing number of local philanthropists who partner with us to be more strategic and impactful with their giving. During our 2023 fiscal year, we achieved recordbreaking annual grantmaking of $19 million to tackle Broward’s big challenges and shape a brighter and more prosperous future. Community Foundation grants support career training, seniors, the arts, mental health, cancer research, the environment, animal rescue, education and more. Through the power of endowment, we can count on life-changing support from the Community Foundation for generations to come. Of course, our impact reaches beyond grantmaking. During 2023, the Community Foundation’s BOLD leadership forged new collaborations to support the LGBTQ community, raise awareness about environmental sustainability and deliver emergency aid after Broward’s historic flash flooding. Thank you to all the Fundholders, Legacy Society members, nonprofits, professional advisors and other community leaders who partner with us to make a BOLD impact for Broward. Together, there’s no limit to what we can accomplish for the place we call home. Juliet Murphy Roulhac, J.D. Board Chair Jennifer O’Flannery Anderson, Ph.D. President/CEO
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IMPACT AT A GLANCE New Annual Grantmaking Record!
Produced
Supported
grants in fiscal year 2023
nonprofits
1,328
532
Charitable funds created by dedicated philanthropists and shepherded by the Community Foundation
2
550
Helped
300,000+ residents through our grantmaking focus areas
$73 million
total new gifts and planned gifts/estate gift commitments to the Community Foundation in fiscal year 2023
57 $175 million total granted from charitable funds since the Community Foundation’s founding in 1984
Community Builders – philanthropists who partner with us to create endowed funds of $1M or more
$408 million $260 million total assets – our grantmaking muscle – managed by the Community Foundation and made possible by our generous Fundholders
Legacy Society promises – total amount of estate gifts committed to the Community Foundation
171
Legacy Society Members – philanthropists who include a gift to the Community Foundation in their will/estate plan
We are ranked 83rd among the nation’s
Top 100 community foundations
We gratefully acknowledge our friends who make this publication possible:
Harry T. Mangurian, Jr. Foundation, Inc.
(Data for fiscal year ending June 30, 2023)
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LEADERSHIP & IMPACT We tackle big community challenges, forge innovative collaborations and champion opportunities to make a BOLD impact. These next few pages feature examples of how our leadership and grantmaking shape a brighter future for Broward.
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 LEAD WITH PURPOSE: We take BOLD, strategic action as a community champion focused on a more vibrant and prosperous Broward for all. CHERISH DIVERSITY: We treasure diversity, stand for equity and foster inclusion within our organization and across our community. CREATE COLLABORATION: We forge dynamic collaborations with community partners and create innovative solutions to Broward’s biggest challenges. EMPOWER PHILANTHROPY: We partner with visionary residents to grow enduring philanthropy that benefits our community for generations to come. LISTEN, LEARN AND SHARE: We evolve and grow to serve the changing needs of our community.
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JUMP-STARTING FL When historic flash flooding from an April storm destroyed homes and businesses, our Broward Cares collaboration provided nearly $1 million to help our community recover. During times of crisis, the Community Foundation of Broward, the Jewish Federation of Broward County and United Way of Broward County team up to activate Broward Cares, which delivers coordinated help where it’s needed the most. In response to the devastating flash flooding, the Broward Cares partners quickly raised nearly $1 million in donations to support recovery efforts.
in fiscal year 2023 grants
“One of the most dynamic parts of the Community Foundation … is the fact that it truly touches every corner of the county. That is a fantastic opportunity to really make a difference.”
New annual grantmaking record
Board Member Brett Rose, CEO of
$19M
United National Consumer Suppliers.
FLOOD RECOVERY More than 40 nonprofits received Broward Cares emergency grants to provide housing, food, clothing, furniture and other essentials for flood victims. Broward Cares grants also helped restock food pantries, repair facilities and equipment for nonprofits serving flood victims and deliver aid for nonprofit workers affected by flooding.
EDUCATION EMPOWERMENT More than $1 million in 2023 grants support after-school programs, social-
“The Broward Cares collaboration shows how much our community can accomplish when we work together to lift up those in need,” said Community Foundation President/CEO Jennifer O’Flannery Anderson, Ph.D.
emotional learning, summer academic programs, projectbased learning, science and technology activities, workbased learning and much more. By exposing young people to new opportunities, supporting academic achievement and improving access to on-the-job training, we are empowering Broward’s youth through education.
Thank you to these generous Broward Cares supporters: • • • • • • • • • • • •
Florida Power & Light Co. The Jim Moran Foundation BBX Capital Foundation Channel 7 Foundation Florida Blue Foundation The Frederick A. DeLuca Foundation Children’s Services Council of Broward County JM Family Enterprises, Inc. Natalie Merchant Hudson Family Fund Wanda and James M. Moran Jr. Foundation UKG
• Carole and Steve Scott
We also thank our Fundholders who provided support from their charitable funds for Broward Cares: • Alan Joseph Levy Memorial Scholarship Fund • August Urbanek Family Fund • Hudson Family Fund • Kearns Family Foundation Fund • Gene and Collette Herman Family Fund • 2X Foundation Fund • Mari Mennel-Bell’s Donor- Advised Fund
CHAMPIONING LGBTQ RIGHTS Our grantmaking collaboration with The Our Fund Foundation provided $250,000 for eight innovative initiatives in 2023 to support social equity and civil liberties of LGBTQ residents. The LGBTQ Social Justice & Equity Funders Collaborative combines critical philanthropic resources and expertise to benefit the LGBTQ community and all Broward residents.
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ARTS INVESTMENT New arts grants totaling
ENVIRONMENTAL SUPPORT GROWS More
$1.1 million support theatre productions, musical
than $500,000 in 2023 grants to support Broward’s
performances, ballet and symphony programs as well
environment are helping restore wetlands, protect
as museum exhibitions, art therapy and art classes –
wildlife, conserve habitat and more. Our ongoing support
all using the power of the arts to inspire and connect
for the Broward Eco Hub for Resiliency Education,
Broward residents and shape a more vibrant community.
anchored at the Museum of Discovery and Science, helps raise awareness about climate change.
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‘SMALL GRANTS,’ BIG IMPACT We awarded
FLAMINGO GARDENS LEARNING CENTER
$720,000 in Small Grants to help emerging nonprofits
The Mary N. Porter Learning Center opened at Flamingo
expand or strengthen their vital community services.
Gardens, thanks to $500,000 in support from the Mary
Ranging from $5,000 to $25,000 each, with priority
N. Porter Legacy Fund at the Community Foundation.
given to minority-led nonprofits, these grants support
This new building hosts field trips, classes, art exhibitions
educational programs, career development, emergency
and other community events at the botanical gardens and
aid, support for the arts and more.
wildlife sanctuary in Davie.
FIGHTING CANCER IN BROWARD Three innovative
MENTAL HEALTH SERVICES Henderson Behavioral
research projects are raising hope for cancer-fighting
Health in December celebrated the opening of the Mary
success here in Broward. Thanks to nearly $1 million in
N. Porter Outpatient Building at its new Crisis Stabilization
Community Foundation support, Broward Health, Florida
Unit. A $1 million grant from the endowed Mary N. Porter
International University Foundation and Memorial Foundation
Legacy Fund supported completion of the facility, which
are working on groundbreaking ways to screen and connect
enhances Henderson’s ability to provide critical mental
a diverse group of patients to the best treatments.
health services.
GROUNDBREAKING COLLABORATION New
BUILDING ECONOMIC INDEPENDENCE To foster
Mount Olive Baptist Church became the first Black church
social and economic mobility, we provided more than
to create an endowment at the Community Foundation.
$500,000 in grants for affordable housing for seniors,
By partnering with us to establish the New Mount Olive
emergency financial assistance for domestic violence
Baptist Church “Be a Blessing” Fund, the church locked
survivors, financial counseling for first-time homebuyers
in permanent support for its work to make a lasting
and technical assistance for minority-led businesses. Our
community impact.
support helps people become self-sufficient.
“Community Foundation donors are incredibly generous. They support a wide array of services and programs that are integral to making a community healthy and prosperous” – Board Member Bertha Henry, retired Broward County Administrator 7
RACIAL JUSTICE, EQUITY, DIVERSITY & INCLUSION Everyone should feel welcome and have a real opportunity to achieve success in Broward. We know philanthropy can do more to make that a reality. The Community Foundation is committed to dismantling systems of racial inequality and social injustice to create a more equitable and inclusive community for all residents through systemic, sustainable and scalable change. That’s why, through our leadership and grantmaking, we support Racial Justice, Equity, Diversity & Inclusion. Here are two examples of our ongoing work to achieve long-overdue changes.
Learn more about our support for Racial Justice, Equity, Diversity & Inclusion
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Markham Health and Resources Hub
LGBTQ Fund’s 25th Anniversary
Your zip code shouldn’t determine your life expectancy.
In 2023, we celebrated the 25th anniversary of our
Yet, lack of health care and limited access to affordable,
LGBTQ Community Impact Fund. This endowed
healthy food are common problems for neighborhoods
charitable fund provides permanent, sustainable
predominantly made up of lower-income, minority
support for initiatives and services benefiting LGBTQ
residents.
residents.
Now, Pompano Beach residents in need are getting an
Grants made possible by the LGBTQ Community
infusion of support for healthier living through our new
Impact Fund have supported health care equity,
Markham Health and Resources Hub.
social-emotional support for students, sensitivity training for first responders, outreach programs
The Markham Health and Resources Hub is our latest
to promote understanding and equality, the Pride
collaboration with nonprofits, businesses, local
Center at Equality Park, artistic exhibits, festivals and
governments, faith-based organizations and residents
performances and much more.
to overcome health inequities and make healthy living resources more readily available.
Throughout our nearly 40-year history, we have awarded more than $9 million in grants to support
In August 2023, we helped coordinate the first-ever
the LGBTQ community on a wide range of issues,
Back-to-School Kickoff for Markham Elementary, which
including more than $344,000 in grants made
featured free school supplies, health checkups and
possible by the LGBTQ Community Impact Fund.
connections to helpful social services for hundreds of students, their families and nearby residents. This built
In 2021, we teamed up with The Our Fund Foundation
on the success of the Winterfest at Markham Elementary,
to combine resources and expertise through the new
where more than 500 attendees enjoyed free health
LGBTQ Social Justice & Equity Funders Collaborative.
screenings, groceries, face painting, arts and crafts, toy
In 2023, our grantmaking collaboration provided
giveaways and more.
$250,000 for eight initiatives to support social equity and the civil liberties of LGBTQ residents.
Our $350,000 in support for the Markham Health and Resources Hub is just one of the ways that the Community
“Everybody should be entitled to and assured equal
Foundation helps residents overcome obstacles to
rights,” Fort Lauderdale Mayor Dean Trantalis, an
healthier living due to poverty, discrimination and other
early contributor to the LGBTQ Community Impact
systemic hurdles.
Fund, said at the anniversary celebration. “It’s a challenge that we all have to accept and embrace. We
Free health screenings and school supply giveaways were among the activities at the Back-toSchool Kickoff held at Markham Elementary.
can’t shy away from it.”
David Jobin, G. Wright Muir, Mona Pittenger and Kunya Rowley attend the Community Foundation’s LGBTQ Community Impact Fund 25th anniversary celebration.
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FOUNDATION FUNDHOLDERS Fundholders are local philanthropists who partner with us to be more strategic and impactful with their giving. By creating a charitable fund at the Community Foundation, these generous individuals, families and local organizations enlist our expertise to make the most of their philanthropy. We safeguard and grow their charitable funds. We identify innovative grantmaking opportunities for their funds. We amplify their impact by pooling support to tackle big challenges. Together, we create BOLD impact that makes life better today and shapes a brighter future for Broward.
YOUR CHARITABLE FUND •
Fuels support, in your name or anonymously, for your charitable priorities
•
Amplifies your impact by enlisting our philanthropic expertise and ability to pool resources
•
Brings peace of mind, knowing you have a trusted fiduciary making sure your charitable dollars are used as intended
•
Makes your philanthropy easier – we handle administrative duties, you focus on the joy of giving
•
Carries on your legacy of community impact through the power of endowment
NEW CHARITABLE FUNDS
THANK YOU TO THE NEW AND EXISTING FUNDHOLDERS WHO CREATED THESE FUND Aurelio M. Fernandez III Fund Samuel F. Morrison Community Impact Fund Samuel F. Morrison Education Fund Tworoger Family Fund Trevor and Margie Fried Family Charitable Fund Vieweg Family Foundation Fund
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DeLuca Nonendowed Grantmaking Fund Dara and Jarett Levan Fund for Mental Health and Well-Being Nova High Alumni Fund Oakland Park Community Fund Robert L. McCulloch Memorial Fund Bertha Henry/Delta Education and Life Development Foundation Fund
“Helping people makes you feel good, and I know that the Community Foundation of Broward will be here long after I’m gone, making sure my money continues working to create a better Broward for everyone.”
“We can think of no better way to express our gratitude for our successes than to ensure that our efforts continue to help fund the causes that we so dearly believe in.”
Longtime Fundholder Jean Colker,
Longtime Fundholder Anita Byer, who along
who in 2022 became a Foundation
with her husband Ralph, became Foundation
Community Builder by creating the endowed fund, Colker Cares For Seniors.
“The Community Foundation is our partner for paying it forward. You can see where your resources are growing. You can see where your resources are going. … Becoming a Fundholder allows you to make a forever impact in the Broward community.”
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Community Builders by creating the endowed Setnor Byer Family Charitable Fund in 2022.
charitable funds created by philanthropists who partner with the Community Foundation
“There comes a point in time in everyone’s life that you have to say, OK, life’s been good to me. What can I do to help the community? … This is definitely an organization that has a clear mission and I’m proud to be part of that mission.” New Fundholder and Board
Fundholder and Foundation Board
Member Aurelio Fernandez,
Member Jonathan Allen who along
who created the Aurelio
with this brother, Timothy, in 2019 and 2020 created the
M. Fernandez III Fund
W. George Allen Scholarship Fund and the Enid C.
in 2023.
Meadows Allen Nursing Scholarship Fund to carry on their family’s legacy of philanthropy.
DS IN 2023. Albert and Beatriz Miniaci Family Fund Gloria Dixon Cerebral Palsy Adult Home Scholarship Fund Rita and Rick Case Family Fund The Chris Ivy Fund Children’s Harbor Fund Mattie and Hayward J. Benson, Jr. and Benson Family Scholarship Fund
USS Fort Lauderdale (LPD 28) Support Fund Tom Lindsey Community Spirit Fund Broward LCAN Bridge to Life Fund Flite Center Sustainability Fund Funding Arts Broward Endowment Fund Colin W. Brown Fund *As of July 2023
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POWER OF ENDOWMENT An endowment is a charitable fund you can create at the Community Foundation of Broward to lock in permanent, sustainable support for causes and organizations that matter to you. 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 support your charitable priorities today and forever. With the Community Foundation to shepherd and grow your endowed fund, your legacy of BOLD impact for Broward never ends.
HOW AN ENDOWED GIFT OF $100,000 CAN GROW*
In 50 years, your fund balance reaches $128,323, has produced more than $283,200 in grants and keeps growing.
In 15 years, your fund balance is $107,768 and has produced more than $77,600 in grants.
In one year, your fund balance is $100,500 and produces $5,000 in grants. 12
(*Assumes a 5% annual granting payout, 1.5% administration fees and a net 7% investment rate of return.)
WHY CREATE AN ENDOWED CHARITABLE FUND? “The expert team at the Community Foundation of Broward ensures that every dollar I give creates bold impact in Broward. I have great peace of mind knowing my endowed charitable fund will provide lasting benefits towards issues that are important to me.”
“What a great way to have your wishes continue forever. … We have worked our whole lives supporting the community. I love that our work will continue forever through the Community Foundation.”
Burnadette Norris-Weeks, a
Cathy Donnelly, Fundholder who
Board member and Fundholder
along with her husband James
who created her endowed charitable fund in 2022.
93%
– former Board Chair – created an endowed fund in 2018.
of the total value of our charitable funds is endowed
“The Community Foundation made it easy for us to launch our family philanthropy. They expertly handle all the back-office duties and find innovative opportunities to make a lasting difference. We get to focus on the joy of philanthropy.” Steve and Susan Breitbart, Fundholders who created their endowed charitable fund in 2020.
“It goes on forever. … Not just one year or 10 years or 20 years, it’s indefinitely. As long as there is a Broward and a Community Foundation of Broward, my contributions will be felt.” Larry Feuer, a Legacy Society member whose estate gift to the Community Foundation will launch his endowed charitable fund.
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BOLD MOVEMENT The BE BOLD Leadership Campaign has succeeded in raising $325 million in new gifts and planned gifts for Broward – and we aren’t done yet! In 2018, we launched this BOLD movement to build endowment and grow philanthropic resources able to keep pace with Broward’s everchanging needs. We are doing it by partnering with philanthropists who believe in giving back to create BOLD impact for the community they love. Through a gift today or a planned gift to the Community Foundation, you can create a charitable fund to support causes and organizations that make life better in Broward. By partnering with us, you get a team of experts to make the most of every
$325M Raised
dollar you give. We shepherd your fund, identify
through June 2023
innovative grantmaking opportunities and amplify your impact by pooling support to tackle big challenges. Through the power of endowment, we ensure your BOLD legacy of community support never ends. Momentum keeps growing as our ambitious
100+ 50+ New Charitable Funds Created
New Planned Gifts
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New Community Builders With $1M+ Endowed Funds
campaign heads into its final year. Together, we can shape a brighter future for Broward. Are you ready to BE BOLD?
To learn more, visit cfbroward.org/be-bold or call 954-761-9503.
“Local philanthropy is very important to me and my family. The Community Foundation does a great job of finding innovative ways for our support to make a lasting difference.” – Holly Hudson Bodenweber, Community Foundation Board Member and President of the Hudson Family Foundation, which established a $5 million endowment as part of the BE BOLD Leadership Campaign. 14
EMPOWERING NONPROFITS BROWARD CENTER FOR NONPROFIT EXCELLENCE COMMUNITY FOUNDATION of BROWARD
Community feedback told us that many of Broward’s nonprofits needed more resources and training to sustain and grow their community impact. So, in the fall of 2022, we launched the
First Year Highlights
3690
Nonprofit Center participants benefited from training, continuing education, networking and other engagement
Broward Center for Nonprofit Excellence to nurture and strengthen the charitable organizations that play such a critical role in the lives of our residents. In its first year, the Nonprofit Center has already established itself as a go-to resource for nonprofit professionals, volunteers
750
99% of training rated
“Good/excellent”
nonprofits helped by Nonprofit Center resources
and supporters to amplify their charitable organizations’ impact in our community. Under the guidance of Director Cathy Brown, the Nonprofit Center delivers: •
Training, mentoring and continuing education
•
Support for capacity building and core mission work
•
Easy-to-use online tools and information
•
Grants to support emerging nonprofits
$720,000 Small Grants” awarded to
“
help emerging nonprofits sustain or expand their vital community service
“Since getting engaged with the Nonprofit Center, we have expanded our knowledge as a team, which has expanded our capacity to lead. I highly recommend that every nonprofit connect with Cathy and the Nonprofit Center.” – Karen Prescod, CEO and Founder of Bowtie Kids
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COMMUNITY BUILDERS Community Builders are BOLD leaders who partner with us to transform the community through philanthropy that never ends. By creating endowed charitable funds of $1 million or more, our Community Builders establish permanent sources of support to tackle big challenges, fuel innovation and champion causes important to them. We shepherd and grow their endowed funds so our Community Builders’ legacy of impact continues for generations to come.
(Top) Our 2022 Community Builder honorees Mona Pittenger; Judith Fletcher, representing The Frederick A. DeLuca Foundation; Jean Colker; Richard Jarchow, representing Donald and Patricia Collins; Ralph Byer; Anita Byer; and Steve Halmos with President/CEO Jennifer O’Flannery Anderson. (Bottom Left) The Dillard High School Marching Band makes a surprise performance at the 2022 Community Builder Celebration. (Bottom Right) Molly Weis and Community Builder Andrew Wurtele attend the Community Builder Celebration.
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NEW COMMUNITY BUILDERS Colin Brown Rooted in the belief that education is fundamental to a successful future, the Colin W. Brown Fund focuses on helping to break the cycle of poverty through education and career readiness. COLIN W. BROWN FUND COMMUNITY FOUNDATION of BROWARD
Rita and Rick Case The Rita and Rick Case Family Fund fuels Rita and Rick’s lifetime commitment to philanthropy and enables their children, Ryan and Raquel, to continue opening the door of opportunity for others. RITA AND RICK CASE FAMILY FUND COMMUNITY FOUNDATION of BROWARD
Trevor and Margie Fried Created out of love, compassion and empathy, the Trevor and Margie Fried Family Charitable Fund provides sustainable support to those who are impacted by injustice and intolerance and to those who are in need.
Dara and Jarett Levan The Dara and Jarett Levan Fund for the Arts creates enduring support for the arts and the Dara and Jarett Levan Fund for Mental Health and Well-Being creates sustainable support to tackle a growing community challenge.
Albert and Beatriz Miniaci The Albert and Beatriz Miniaci Family Fund locks in sustainable, permanent support for nonprofits and causes that matter to Albert and Beatriz, ensuring their support will always be there to make life better in Broward.
DARA AND JARETT LEVAN FUND FOR MENTAL HEALTH AND WELL-BEING COMMUNITY FOUNDATION of BROWARD
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JAMES C. ACHESON
ANITA AND RALPH BYER
LIBBY AND JACK DEINHARDT
James C. Acheson Fund
Setnor Byer Family Charitable Fund
Libby and Jack Deinhardt Funds
MARION T. AND PERCY P. ARCHIBALD
JAMES I. CODDINGTON, JR.
Percy P. and Marion T. Archibald Fund
James I. Coddington, Jr. Charitable Fund
THE FREDERICK A. DELUCA FOUNDATION The Frederick A. DeLuca Foundation
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SALLY AND FRANK ATLASS
JEAN AND DAVID COLKER
CATHY AND JAMES DONNELLY
Sally and Frank Atlass Charitable Fund
Colker Cares for Seniors
Cathy and James Donnelly Charitable Fund
BBX CAPITAL
DONALD AND PATRICIA COLLINS
LEONARD AND ANTJE FARBER
BBX Capital Fund for the Arts
Donald R. and Patricia E. Collins Charitable Fund
Leonard and Antje Farber Endowment Fund
NANCY LYNN BROWN
RANDY AND LARRY COTTER
DOROTHY AND HAROLD FRANKS
Nancy Lynn Brown Scholarship Fund
Elizabeth Cotter Memorial Fund
Dorothy and Harold D. Franks Funds
RICHARD FRISBY
HUDSON FAMILY FOUNDATION
Richard Frisby and Edward Burkhart Fund
Hudson Family Fund
KIWANIS CLUB OF FORT LAUDERDALE Kiwanis Club of Fort Lauderdale Funds
GERTRUDE GRAY
FREDERICK W. JAQUA
ELAINE AND JON KRUPNICK
Gertrude Gray Memorial Scholarship Fund
Frederick W. Jaqua Fund
Elaine and Jon Krupnick Funds
STEVE AND MADELAINE HALMOS
HARRIET AND JACK KAYE
JUDITH ANN LINNELL
Steve and Madeline Halmos Childern’s Opportunity Fund
Jack and Harriet Kaye Fund
Judith Ann Linnell Foundation Fund
MARLENE HOLDER
GINNIE AND DICK KEARNS
MARY MACKENZIE
Marlene Holder Fund for Broward
Kearns Family Foundation Fund
Mary and Alex Mackenzie Community Impact Fund
FRANCIE BISHOP GOOD AND DAVID HORVITZ
STEPHEN A. KELLER
EVERETT H. METCALF, JR.
Stephen A. and Ethel L. Keller Funds
Everett H. Metcalf, Jr. Unrestricted Fund
Francie Bishop Good and David Horvitz Fund for the Arts
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ROSE MINIACI
JOHN H. RAU
CAROLE AND STEVE SCOTT
Rose Miniaci Family Fund
John H. Rau Space Education Fund
Scott Family Fund
JIM AND JAN MORAN
GLORIA AND ALVIN ROSS
BARRY AND JUDY SILVERMAN
Jim and Jan Moran’s Family of Funds
Alvin and Gloria Ross Community Care Fund
Barry and Judy Silverman Family Find
PAT OWEN
LOUISE B. AND JOSEPH S. RUMBAUGH
FRANCIS A. AND ADELINE M. SINES
Pat Owen Charitable Fund
Joseph S. and Louise B. Rumbaugh Fund
Francis A. and Adeline M. Sines Memorial Fund
MONA PITTENGER
LEO AND ALICE RUTTEN
HELEN WYATT RUST STOYKOV
Mona Pittenger Funds
Leo M. and Alice J. Rutten Fund
Helen and Frank Stoykov Charitable Endowment Fund
MARY N. PORTER
LAWRENCE A. SANDERS
MILDRED TALKWICZ
Mary N. Porter Funds
Lawrence A. Sanders Funds
Mildred Talkwicz Charitable Fund
JUDY AND DON THIEL Don and Judy Thiel 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
ANONYMOUS (2)
Scan this QR code to learn more about all of our Community Builders.
Right: Community Builders Ralph and Anita Byer; Advisor Debra Vogel and Community Builder Nancy Lynn Brown; Community Builders Cathy Donnelly, James Donnelly and Rita Case. Below: Israel Charles, Artistic Director for Dillard Center for the Arts, speaks at the Community Builder celebration.
MAY JEAN AND LOU WOLFF Lou and May Jean Wolff Family Foundation Fund
ANDREW L. WURTELE Andrew L. Wurtele Family Fund
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LEGACY SOCIETY Legacy Society members invest in a brighter future for Broward with estate gifts to the Community Foundation. Their testamentary commitments lock in support for future endowed charitable funds that ensure their BOLD impact for the community they love never ends.
Jonathan and Adrelia Allen
Carol Cooper
Ronald Herron
Suzanne Y. and Edward R. Allen
Ursula Suzanne Cott
William Victor Higdon
Tim Allen and Jonathan Allen
Frank Crawford
Clark Hogsett
Jennifer O’Flannery Anderson and
Jan C. Crocker
Jane N. Huston
Jan R. and James A. Cummings
Paige and Steve Hyatt
Diane and John Dalsimer
Gregory Izak and Thomas William Meyer Jr.
Cathy and James Donnelly
Lesley Mitchell Jones
Carla and Giorgio Arra
Maggie and Jim Dunn
Ed Hashek and John Jors
William W. E. Ash III
Susanne and Marty Ellman
Emerson W. Kanode
Mimi Bauer
Doris D. Emmett
Cindy and Laurence M. Kashdin
Ann M. Bederman
Lorraine and Gerry Farmer
Brigitte Kimmich
David Behr
Lawrence “Larry” S. Feuer
Tundra M. King
Annette H. Beshar
Donna Fisher-Williams
Victoria C. Kirby
Carolyn Davis and Ned Black
Louis and Janine Flematti
Donald G. and Joan F. Kohl
Lisa A. Bonk
Leo Ramos and Dave Fletcher
Walter W. Krueger
Joy and Kyle Branyon
Ramona and James Fowler
David B. Kyner
Richard A. Bray
Trevor Fried
Lynn and James B. LaBate
Rod Breene
Leslie Gaynor
Marcy Lambert
Nancy Lynn Brown
Diane and Angelo Gencarelli
Christine L. and Arthur W. Lambertus
Anita and Ralph M. Byer
Jean and Tom Giordano
Gerald L. Laskey
Cindy Caird
Elisa R. and Barry H. Goldman
Ida and Raymond H. Leightman
Melanie M. Camp
Mitchell E. Grant
Robert Lichtenstein
Suzanne and John Carlson
Barbara T. Gray
Beth E. Linzner
Linda B. and R. Michael Carter
Wilson B. and Susan Greaton
Gabriele E. Magdanz
Rita Case
Barbara Grevior
MP and James Malone
Barbara R. Castell
Richard Grillo
Todd H. Manning
Steven Charlton
Madelaine and Steven J. Halmos
Patricia Martinez
Keith and Dot Cobb
Terry Hammond
Virginia M. McCormick
David Cohen
Frank and Roberta Helsom
Alex McCroson and Shawn Powell
Peter Anderson Jeannette Archer-Simons and Robert E. Simons
“I wanted the vision of the Community Foundation – for good, forever – to continue past my lifetime. It’s not a one-time gift, it’s a forever gift.” – Arlene Pecora, new Legacy Society member, longtime Fundholder and former Board member 22
Watch Arlene’s video
$408M planned/estate gifts committed by our 171 Legacy Society members
James D. McKenzie
Patricia A. Shub
Jo Ann K. and Donald B. Medalie
Andrew and Lynn Siebert
Greg Medalie
Leslie Siegel
Virginia I. and Thomas J. Miller
Fred G. Smith
Daryl G. Miller
Hilda Sokolowski
Albert and Beatriz Miniaci
William C. Spencer
Eugene C. Smith and David A. Moon
Kathleen Stapleton
Gregory D. Unwin Moore
J.R. Steele
Jan Moran
Patricia A. Stover
Carolyn Morgan
Sandy and J. Kenneth Tate
Sandra Muvdi
Nancy and Bill Thies
Jacqueline Niehaus
Steven Jay Thor
Susan Nolan Palmer
Melba Urbanek
Sarah and Scott Parker
Paula Valentine
Arlene Pecora
Elaine Vasquez
Mona Pittenger
Charles L. Verner
Ingrid and Brian Poulin
Dr. Johannes Vieweg and
David E. Ratcliffe
LaDonna Calton Vieweg
Nancy and Dave Reierson
Jeff Wade
Sally J. Robbins
David Lee Webb
Hugh E. Root
Janice Weintraub and Irwin Weideger
Amanda and Noah Rosenfarb
Dixie E. Wheeler
Charles L. Ross
June Wise
John D. Ryan
Kurt Zimmerman
Heidi Schaeffer
Anonymous (34)
Franklin R. Schmidt Steve and Carole Scott Grace Dudleck Shepherd Randolph J. Shine
The 2023 Legacy Society Luncheon was held at the Broward Center for Performing Arts Riverside Ballroom, which is named in honor of former Legacy Society Member Mary N. Porter, a devoted supporter of the arts. Photos top down: Lesley Mitchell Jones, Jean Colker and Nancy Thies; Bertha Henry and Burnadette Norris-Weeks; Dave Fletcher and Leo Ramos; Greg Medalie, Jo Ann Medalie and Donald Medalie.
23
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 empower their clients to make a lasting impact for the community they love.
Frank T. Adams, Esq. Dunwody White & Landon, P.A.
Lowell J. Chick, CPA, MBA Chick and Karo, CPA’s, P.A.
Adam S. Goldberg, J.D., LL.M, Ed.D Revis, Hervas, & Goldberg. P.A.
Louis C. Anderson, Esq. Louis C. Anderson Law Office, LLC
Christina M. Cleveland, FA Merrill Lynch Wealth Management
Deborah P. Goodall, Esq. Goldman Felcoski & Stone, P.A.
Peter Anderson, CFP®, CPFA, CEPA Woodforest Wealth Strategies/Raymond James Financial Services
Alan B. Cohn, Esq. Greenspoon Marder
Katherine N. Guida, TO The Northern Trust Company
Richard G. Coker, Jr., Esq. Coker & Feiner, P.A.
Marie C. Hansen, TO*
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, J.D., 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
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Kathleen M. Casey, Esq. Medalie & Medalie, P.A.
Marinela Collado, CPA/PFS, CFP® Tobias Financial Advisors Joan K. Crain, TO J. Crain Consulting 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. Trevor Fried, CFP, CPM, ChFC Morgan Stanley Wealth Management John P. Friedrich, Esq.* Jill R. Ginsberg, Esq. GinsbergShulman
Douglas F. Hoffman, Esq. Rudolf & Hoffman, P.A. Andrew L. Jimenez, Esq. Jimenez Law Offices, P.A. Renee E. Johnson, MBA J.P. Morgan Private Bank 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
“I know I can trust the Community Foundation to help my charitably minded clients make the most of their philanthropy.” – Thomas Katz, Esq.; Katz Baskies & Wolf PLLC; former Community Foundation Board Chair; Professional Advisors Council Member
Top left: Professional Advisors Council Members and Community Builders Trevor Fried and Ralph Byer. Bottom left: Professional Advisors Council Members William Snyder and Lisa Crawford.
Stephen J. LaForte Fifth Third Private Bank
Raymond J. Powers Powers & Disque, CPA, P.A.
Christine L. Lambertus, Esq. Lambertus & Lambertus, P.A.
David Ratcliffe*
Eric W. Sulzberger, Esq. Law Offices of Sulzberger & Sulzberger
Carlos J. Reyes, Esq. Gray Robinson, P.A.
Benjamin A. Tobias, CFP®, CPA/PFS, CIMA*
Jennifer J. Robinson, Esq. The Northern Trust Company
John Torregrosa UBS Financial Services, Inc.
Beth E. Linzner, Esq. Beth E. Linzner, P.A.
Charles D. Rubin, Esq. Gutter Chaves Josepher Rubin Forman Fleisher Miller, P.A.
Emilie M. Tracy, Esq. Emilie M. Tracy, P.A.
Jack R. Loving, Esq. Loving Scully Law Group, PLLC
Gregory J. Schaeffer Morgan Stanley
Anne B. MacLean, Esq.*
Barry S. Schinder, Esq. Barry S. Schinder, P.A.
Jody Leslie, Esq. Leslie & McLaughlin, LLP Vladimira Libansky, Esq. Robert L. King Law Office
Mark R. Maller Wells Fargo Advisors Patricia Anne Martinez, MBA, LUTCF, CLTC Coastal Wealth, a Mass Mutual firm
Ilene S. Schnall J.D., LL.M. Ilene S. Schnall, P.A. David M. Scully, Jr., Esq. Loving Scully Law Group, PLLC
Paul McCawley Greenberg Traurig, LLP
Jeffrey S. Selzer, Esq. Selzer Law
Donald B. Medalie, Esq.*
Barbara A. Shore, Esq. Barbara Ann Shore, P.A.
Greg Medalie, Esq. Medalie & Medalie, P.A. Chair, Professional Advisors Council
Jeffrey Shover Ameriprise
Kenneth R. Mikos, Esq. Kenneth R. Mikos, P.A.
Collett P. Small, Esq., BCS Slater & Small, PLLC
Barry Mukamal, CPA, PFS, ABV, CIRA, CFE, CFF Kapila Mukamal CPAs
William A. Snyder, Esq. Snyder & Snyder, P.A.
Cort A. Neimark, Esq.*
Karen J. Spigler, CPA, Esq. Law Firm of Karen Spigler, LLC
William F. Sullivan, Esq.*
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. Jerome L. Wolf, Esq. Katz Baskies & Wolf PLLC 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. *retired
25
2023 BOARD OF DIRECTORS Our hands-on Board of Directors includes innovative executives and dedicated community leaders who guide our grantmaking and help us grow an endowment that creates BOLD impact for Broward.
Juliet Murphy Roulhac, Chair: Regional
Jane F. Bolin, At-Large: Former Oakland Park
Aurelio Fernandez: Former President and
Director of External Affairs for Florida Power & Light Company
City Commissioner, founder of PeytonBolin
CEO for Memorial Healthcare System
Peggy Hogan Marker, Vice Chair: Partner
Kurt D. Zimmerman, Immediate Past Chair:
Bertha Henry: Former Broward County
and president of Marker Construction Group
Attorney, Former Chair of Professional Advisors Council
Administrator
Mona Pittenger, Secretary & Treasurer: Philanthropist, retired real estate entrepreneur
Holly Hudson Bodenweber: President of
David W. Horvitz: Board Chair and CEO of
the Hudson Family Foundation
South Ocean Capital Partners
Jonathan K. Allen, At-Large: Director
Alberto Fernandez: President of ANF Group
Susanne Cornfeld Hurowitz: President
of Broward County’s Water and Wastewater Services Business Operations Division
of HB Capital Group, former Director of Development for Homes for the Homeless in NY
“I’m thrilled to be part of such a talented Board, dedicated to championing innovation and opportunity in the place we call home.” Juliet Murphy Roulhac, Board Chair and Fundholder
26
Paige Hyatt: Community Foundation
Greg Medalie: Partner at Medalie & Medalie
David M. Scully: Partner at Loving Scully
Ambassador, volunteer leadership roles with community groups
P.A., Professional Advisors Council Chair
Law Group, Professional Advisors Council member
Dara Levan: Communications expert, author
Dev Motwani: President of Merrimac Ventures, Founder and Managing Partner of Chieftain Residential
Eric J. Vainder: Senior Market Executive for
and editor
Jason Liberty: President and CEO for Royal
Burnadette Norris-Weeks: Partner in
Caribbean Group
APNWP, PLLC, founder of the Women of Color Empowerment Institute, Inc.
Scan this QR code to learn more
Sigrid S. McCawley: Managing Partner of
Brett A. Rose: CEO of United National
Boies Schiller Flexner
Consumer Suppliers
Northern Trust
about our Board members.
Top: Board Members Mona Pittenger, Sigrid McCawley, Alberto Fernandez, Dev Motwani, and Peggy Hogan Marker. Right: Board Member Eric Vainder
27
PAST BOARD MEMBERS Former Board Members Maj. Gen. James W. Monroe, Katherine Eggleston, Margarita T. Castellon, Raymond Leightman and current Board Member Jonathan Allen attend the Community Foundation’s Former Board Members Luncheon.
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Suzanne Y. Allen
Elizabeth C. Deinhardt*
Edwin A. Huston*
Mark R. Maller
Roy L. Rogers
W. George Allen*
Louise F. Dill
R. Stephen Hyatt
Wendy Masi
Jacquelyn Rogow
J. David Armstrong Jr.
James Donnelly
Joseph E. Jack*
John C. McKeon
Barbara Roti
Elliot B. Barnett*
Patricia Du Mont
Alice Lucia Jackson
Cori Flam Meltzer
John W. Ruffin Jr.*
Richard A. Berkowitz
Katherine M. Eggleston
Bacardi Jackson
H. Kent Mergler
Maria T. Sanjuan
Francie Bishop Good
Richard L. Engberg
Nona L. Jones
Virginia I. Miller
Tony Segreto
Gary E. Bitner
Leonard L. Farber*
Janet C. Jordan
Frederick V. Miller*
William L. Shillington
James J. Blosser*
Bernardo B. Fernandez Jr.
Anne K. Joyner
Joseph R. Millsaps*
Christopher L. Smith
Nancy W. Blosser
George E. Gadson
Robert B. Judd
Albert J. Miniaci
William A. Snyder
Holly Bodenweber
Linda L. Gill
Thomas O. Katz
Karen Mitchell Curran
Raymond C. Southern
Cynthia Borders-Byrd
Daniel E. Gordon
Patricia R. Kearns
Chris Mobley
George E. Sullivan
Francis B. Brogan, Jr.
Wilson B. Greaton Jr.
Stewart R. Kester Sr.*
Maj. Gen. James W.
William F. Sullivan
Anthony Brunson
Howard Greenberg
James B. LaBate, Jr.
Gale M. Butler
Barbara Grevior
Doria M. Camaraza
William Gundlach*
Rita Case
Monroe
Kim Sweers
Christine L. Lambertus
Jan Moran
Paul Tanner
Michael G. Landry
Thomas P. O’Donnell*
J. Kenneth Tate
Steven J. Halmos
Raymond H. Leightman
A. Gordon Oliver*
Judith M. Thiel
Barbara R. Castell
Edward T. Hashek
Armando Leighton, Jr.*
Thomas R. Oliveri
Norman D. Tripp*
Margarita T. Castellon
Marcell Haywood
Jarett S. Levan
Stacy Ostrau
Leslie C. Tworoger
D. Keith Cobb
Frank E. Helsom
Susie Levan
Charles L. Palmer
Jose B. Valle
Joan K. Crain
Robert J. Henninger Jr.
Alan J. Levy
Arlene Pecora
Elaine Vasquez
Jan C. Crocker
Frederick L. Hicks
Marsha O. Levy
David E. Ratcliffe
Douglas J. Von Allmen
Jan R. Cummings
David W. Horvitz
Herschell Gordon
Carlos J. Reyes
John M. Walsh
Ward J. Curtis Jr.*
William D. Horvitz*
Lewis*
Mary Riedel
Steven H. Woods
James B. Davis
Walter E. Howard
Jack R. Loving
Leonard Robbins*
Shaun M. Davis
Steven W. Hudson
Anne B. MacLean
Sally J. Robbins
John B. Deinhardt*
Marti Huizenga*
Patricia L. Mahaney
Ramon A. Rodriguez
*Deceased
NONPROFIT ENDOWMENT PARTNERS By creating a Nonprofit Endowment Fund at the Community Foundation, nonprofit organizations establish a sustainable source of support they can rely on forever. Through careful investment, we shepherd and grow Nonprofit Endowment Funds so that our nonprofit partners can count on receiving annual grants to fuel their charitable missions. We handle financial management duties so our Nonprofit Endowment Partners can focus on their important work in our community.
The Delta Education and Life Development Foundation create a Nonprofit Endowment Fund.
Thank you to our Nonprofit Endowment Partners! Bertha Henry/Delta Education and Life Development Foundation Fund* Bringing Kids to Boggy
Junior Achievement, Free Enterprise Fund Junior League of Greater Fort Lauderdale, Inc. Agency Endowment Fund
Business for the Arts Fund
Lighthouse of Broward County, Inc. Fund
Campaign for Change
Lutheran Services of Florida - Broward County Fund
Children’s Harbor Fund*
Meals on Wheels South Florida Endowment Fund
Cooperative Feeding Program LifeNet 4 Families Endowed Funds
Mental Health Association Fund
Cultural Endowment Program Fund for the Museum of Discovery
Miriam Hood Fund for the U.S. Navy League Fort Lauderdale
and Science Edee Greene/Women in Distress of Broward County, Inc. Endowment Fund
Council Museum of Discovery and Science Founding Benefactor Fund Museum of Discovery and Science Fund
Exchange Club of Pompano Beach Charitable Foundation, Inc. Fund
National Multiple Sclerosis - South Florida Chapter Endowment
Feeding South Florida Endowment Fund
NCCJ Kresge Challenge Fund
FLITE Center Sustainability Fund*
New Mount Olive Baptist Church “Be a Blessing” Fund*
Fort Lauderdale Navy League Sea Cadets Fund
North Broward Hospital District Charitable Fund
Fort Lauderdale Symphony Orchestra Foundation Fund
Seafarers’ House Endowment Funds
Funding Arts Broward Endowment Fund*
SOS Children’s Village of Florida Endowment Fund
Gold Coast Jazz Society
Stranahan House Endowment Fund
Henderson Mental Health Center Endowment
The Pride Center at Equality Park Unrestricted Endowment Fund
Holy Cross Hospital Endowment and Challenge Funds
United Cerebral Palsy of Broward County Fund
Humane Society of Broward County Endowment Fund
Urban League of Broward County Endowment Fund
J & L Morris Fund for the Benefit of Bethany Christian School
Women in Distress of Broward County, Inc. Funds
Jack and Jill Center Funds
YMCA of Broward County Endowment Fund
Jessica June Children’s Fund
Your Healthcare Centers Endowed Fund for Teen Pregnancy
Jim Moran YATC Endowment Fund
Prevention *New Funds
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2023 FINANCIALS TOTAL ASSETS
$257,448,898
ANNUAL GRANTS $257M
$19,040,614
INVESTMENT RETURNS Community Foundation of Broward
$19M
Target Benchmark
11.7
%
11.1%
$154M 7.2% 7.2% 6.1% 6.2%
5.8% 6.1
%
$5M $40M $1M
$6M
1993
2003
2013
2023
1993
$2M
2003
2013
2023
1 YEAR
5 YEAR
7 YEAR
10 YEAR
As of June 30, 2023
FINANCIAL OVERVIEW As the size and scope of the Foundation have grown, so has the
THE BOARD OF DIRECTORS is a fiduciary and approves and
sophistication of our financial systems and internal controls.
monitors the operational and grant budgets of the Foundation
Clear responsibilities, independent decision making and
through monthly financial reports. The Board has complete
separation of duties are some of the key parts that make the
oversight of the management of investments.
Foundation an outstanding fiduciary. THE FOUNDATION STAFF provides comprehensive, accurate THE INDEPENDENT INVESTMENT CONSULTANT performs
and timely back-office support. All investment activity including
due diligence and analysis on investments, compiles data trends,
income, expense, realized and unrealized gain activity is allocated
provides investment recommendations and participates in
on a Fund level basis. All investment statements are compared
quarterly meetings with the investment committee.
to reports prepared by the investment consultant, and monthly financial reports are provided to the Board of Directors.
THE INVESTMENT COMMITTEE is comprised of career
30
investment professionals and highly experienced business
THE AUDIT COMMITTEE reviews the Foundation’s systems
leaders from the community. They set investment objectives and
of internal controls regarding finance, accounting and legal
undertake quarterly performance reviews to monitor the portfolio
compliance. Again this year, the auditors reported the Foundation
and report back to our Board of Directors.
has outstanding internal controls and financial practices.
ASSET ALLOCATION
Condensed Statement of
FINANCIAL POSITION
As of June 30, 2023
June 30, 2023
Growth Assets
ASSETS
Risk Reduction Assets
Cash
Inflation Protected Assets
Investments Promises to give, net
24.8%
Assets under split-interest agreements
Domestic Large Cap Equities
21.7%
Non U.S. Developed Markets
12.5%
Select Strategies
$147,812 249,810,268 4,908,061 974,913
Prepaid expenses and other assets
108,567
Other real estate
500,000
Property and equipment, net
137,367
Operating lease right of use asset
861,908
TOTAL ASSETS
$257,448,896
LIABILITIES Accounts payable and other liabilities
209,246
Grants payable
3,315,681
Refundable advances and liabilities under split interest agreements
540,511
Operating lease liabilities
878,109
Agency transaction payable
20,033,630
Total Liabilities
$ 24,977,177
Fund Balances
232,471,719
TOTAL LIABILITIES AND NET ASSETS
$257,448,896
Condensed Statement of
ACTIVITIES AND CHANGES IN NET ASSETS 12 Months Ended June 30, 2023
REVENUE AND SUPPORT Contributions Net investment returns
8.4%
Domestic Small Cap Equities
7%
Non U.S. Emerging Markets
5.2%
Private Equities
2.7%
Hard Assets /Real Estate
3.7%
Cash & Equivalents
14%
Fixed Income
$18,651,058 22,883,678
Other revenue
956,135
Total Revenue and Support
$42,490,871
EXPENSES Community impact grants and scholarships
$21,058,994
Management and general administrative
1,149,844
Fundraising - Building Philanthropy for Broward
1,291,902
Total Expenses
$23,500,740
Change in net assets
18,990,131
NET ASSETS Net assets beginning of year
213,481,588
Net assets end of year
$232,471,719
A complete set of financial statements with accompanying footnotes and unmodified auditor’s report issued by Keefe, McCullough & Co., LLP, as well as IRS Form 990, are available for review at the Community Foundation of Broward office and on our website at cfbroward.link/Financials
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DEINHARDT SOCIETY Libby and Jack Deinhardt founded the Community Foundation of Broward in 1984 to create a source of leadership and philanthropic support for their community that would last forever. Named in honor of Libby and Jack, the Deinhardt Society carries on their commitment to local philanthropy by creating a permanent source of support for the Community Foundation’s mission and operations. By donating to the Community Foundation Mission Support Fund, Deinhardt Society members fuel our day-to-day work to make Broward a better place to call home. The 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 shaping a brighter future for Broward.
We extend a special thank you to these Deinhardt Society members who have contributed $500 or more to the Community Foundation Mission Support Fund. •
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• • • • • • • • • • • • • • •
American Express Charity Trust Custodial Account, Doria Camaraza BNY Mellon Castle Group Christine L. Lambertus Esq. 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 Northern Trust 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.
TO JOIN THE DEINHARDT SOCIETY: 1) Scan this QR code to visit our donations webpage. 2) Make an online donation to the Community Foundation Mission Support Fund.
OUR STAFF Jennifer O’Flannery Anderson, Ph.D. President/CEO joa@cfbroward.org 954-761-9503 ext. 101
Kirk Englehardt Vice President, Marketing and Communications kenglehardt@cfbroward.org 954-761-9503 ext. 105
Ashley Kozich Manager, Marketing Communications akozich@cfbroward.org 954-761-9503 ext. 132
Andria Baker Development Coordinator, Philanthropic Services abaker@cfbroward.org 954-761-9503 ext. 121
Jasmine Lewis-Fontus Manager, Donor Services jlewis@cfbroward.org 954-761-9503 ext. 110
Annette Bauer Senior Director, Finance and Operations abauer@cfbroward.org 954-761-9503 ext. 137
Sheri Brown Grosvenor Vice President, Community Impact sbrowngrosvenor@cfbroward.org 954-761-9503 ext. 103
Yvette Lawson Executive Assistant to CEO/Office Manager ylawson@cfbroward.org 954-761-9503 ext. 100
Cathy Brown Director, Broward Center for Nonprofit Excellence cbrown@cfbroward.org 954-761-9503 ext. 119
Tina Hudson Manager, Community Impact thudson@cfbroward.org 954-761-9503 ext. 109
Kelly Marmol Vice President, Philanthropic Services kmarmol@cfbroward.org 954-761-9503 ext. 155
Latoya Jacquett Coordinator, Hospitality ljacquett@cfbroward.org 954-761-9503 ext. 111
Andy Reid Director, Communications areid@cfbroward.org 954-761-9503 ext. 102
Amanda Kah Director, Donor Services akah@cfbroward.org 954-761-9503 ext. 115
Angelica Rosas Director, Community Impact arosas@cfbroward.org 954-761-9503 ext. 114
Matt Kahn Senior Director, Philanthropic Services mkahn@cfbroward.org 954-761-9503 ext.113
Nancy Thies Executive, Philanthropic Services nthies@cfbroward.org 954-761-9503 ext. 106
Michael Kelly Coordinator, Donor Services mkelly@cfbroward.org 954-761-9503 ext. 156
Mary Margaret Toole Director, Philanthropic Services mmtoole@cfbroward.org 954-761-9503 ext. 116
Jennifer Bryan Accounting Associate jbryan@cfbroward.org 954-761-9503 ext. 104 Cassandra Burrell Director, Community Impact cburrell@cfbroward.org 954-761-9503 ext. 154 Carol Dorko Chief Financial Officer/Chief Operating Officer cdorko@cfbroward.org 954-761-9503 ext. 107
Mark Kotler Senior Director, Philanthropic Services mkotler@cfbroward.org 954-761-9503 ext. 130
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910 East Las Olas Boulevard | Suite 200 | Fort Lauderdale, Florida 33301 t 954.761.9503 | cfbroward.org
We were the first community foundation in Florida to earn accreditation from the Community Foundation National Standards Board. We maintain our commitment to excellence and accountability by completing the rigorous accreditation renewal process every three years.
Publication Date: October 2023