2022 Report to our Community

2022 REPORT TO OUR

Together with our donors, North Texas Community Foundation granted a record-breaking $44 million in 2022 to 1,150 nonprofit organizations. We are pleased to share a few inspiring stories that show the incredible generosity of our community.

Dear Friends,

After two years spent dealing with the fall-out from the pandemic, in 2022 local leaders focused their efforts on creating long-term, sustainable solutions and leveraging opportunities for our rapidly growing community.

Donors concerned about our economic future stepped up to provide the Tarrant To & Through Partnership (T3) with catalytic funding to create pathways to college and career success. Eight local universities joined the effort, pledging to bridge the financial gap for incomeconstrained students and their families.

Donors rallied around our community grant cycles, entrusting NTCF to invest $1.3 million in areas such as racial equity, land conservation, children and families, nonprofit capacity, animals and the arts. These grant cycles provided funding to 62 nonprofits across North Texas.

And when the City of Fort Worth presented the opportunity to provide permanent supportive housing for our most vulnerable residents, donors joined with local private foundations and raised $3 million to build 120 apartments for disabled Fort Worthians.

Everything we do is made possible by our wonderful fundholders. This year, we welcomed 22 new funds into the NTCF family and we were honored to develop legacy plans for new friends and old. All told, our donors’ generosity enabled the Foundation to grant a recordbreaking $44 million to high-performing nonprofit organizations in 2022.

Behind these numbers are stories of people who bring tremendous passion to their giving, leveraging their creativity and strategic thinking to help organizations deepen their impact. We are humbled by the positive change created by our donors’ charitable investments.

By working together, we are creating a better future for individuals and communities in North Texas. Thanks to you, we’re here for good, forever.

ROSE BRADSHAW PRESIDENT & CEO ANNE HOLLAND BOARD CHAIR

THE FOUNDATION FOR POSSIBILITY

Conserve, Contribute, Create

How a gift from the Bowden Opportunity Fund is helping turn corporate waste into resources for schools

In 2018, the Bowden Opportunity Fund granted over $1 million to 21 local nonprofits, the largest single grant cycle in North Texas Community Foundation’s history. One of those nonprofits, The Welman Project, was brand new. Their first-ever grant from the Bowdens helped set the trajectory for The Welman Project for years to come. Today, the nonprofit continues to fulfill its mission of

distributing surplus materials from local companies for creative reuse in Texas schools. In 2022, the organization expanded into “Dad’s Garage,” a makerspace for teachers and members of the community to meet, participate in workshops and more.

The Welman Project donated over $2.5 million in resources to 4,450 educators in 2022 alone.

“ The Bowden grant in 2018 enabled The Welman Project to hire its very first employee, allowing us to have regular hours of operation for the first time. That gift was the launching point to where we are today, open five days a week for teachers to receive free materials. We’re so grateful to Don for being an early believer in our work and taking a chance on helping a young organization grow.”

TAYLOR WILLIS Executive Director,

The Welman Project

DON AND LINDA BOWDEN BELIEVED IN GIVING BACK. THIS PHILOSOPHY motivated them to donate a portion of their closely held stock prior to the sale of their successful business, Wholly Guacamole/Fresherized Foods, to establish a fund at North Texas Community Foundation. Today, their fund carries on their legacy of generosity.

Welman Project co-founders Vanessa Barker and Taylor Willis in the new Dad’s Garage makerspace

THE FOUNDATION FOR GOOD

Supporting First Responders When They Need it Most

How one fund continues to ease the burden on our brave men, women and their families

To express his gratitude for Texas Safety Personnel, William Irvin Fleetwood established the Fleetwood Memorial Foundation in 1974. After years of providing financial assistance to injured or fallen first responders and their families, the foundation identified North Texas Community Foundation as the best partner to continue its mission. Since 2012, the fund at NTCF has continued to provide immediate financial assistance to ease the burden on our brave men, women and their families when they need it most.

In 2022, NTCF celebrated ten years of stewarding the Fleetwood Memorial Fund. Over the past decade, the fund has issued over $1.4 million in grants to more than 250 individuals and families across Texas. Because the fund is endowed, it will remain a vital source of assistance for first responder families forever.

“Over the past decade, NTCF has tirelessly helped support our mission by providing aid to hundreds of individuals and families across Texas. We’re excited to see the impact we can create in the decades to come.”

TOM CRAVENS, former board chair of the Fleetwood Memorial Foundation

THE FOUNDATION FOR IMPACT

Coming Together to Create a Brighter Future

Texans doing what we do best: helping each other

Following the news of the Uvalde school shooting in 2022, many looked for ways to help the shaken community heal and move forward. Local architecture firm Huckabee, under Chris Huckabee’s leadership, announced its plan to donate design services to build a brand new school for the Uvalde community.

However, the firm knew it would need support from its broader network to make this project a reality. With support from Texas-based companies HEB and Joeris,

the Uvalde CISD Moving Forward Foundation was founded with a fundraising goal of $50 million. An anonymous NTCF fundholder helped generate local support by providing $500,000 in matching funds. By the end of 2022, Fort Worth donors had contributed over $3 million toward the goal, the largest contribution of any Texas city. The school is set to welcome students by the end of 2024.

“For us, at the end of the day, it’s a story of how we come together in the state of Texas to take care of one another.”

CHRIS HUCKABEE, CEO of Huckabee

THROUGH THE HUCKABEE COMMUNITY EXCELLENCE FUND, THE FIRM SUPPORTS organizations

focusing on education, health, community programs, arts and cultural affairs.

generate over $3 million in funding

Rose Bradshaw, Jeremy Smith, Chris Huckabee and former State Senator Beverly Powell led the local effort to

THE FOUNDATION FOR CHANGE

Permanent Supportive Housing: A New Future

for Fort Worth’s Homeless Residents

Convening support to end chronic homelessness

Ten percent of Fort Worth’s homeless population is considered chronically homeless, meaning they meet certain criteria for duration of homelessness and have a disability. The city knew something needed to be done to provide serious, meaningful relief to this group of people in our community. With support from the American Rescue Plan Act, wheels were set in motion to build 120 units of permanent supportive housing in Fort Worth. In addition to providing housing to our chronically homeless population, this initiative will provide case managers and supportive services to help them maintain their independence.

In order to draw down public funding, a $2.5 million community match was required. NTCF fundholders came together with seven other foundations to raise the funds needed to kick off the project.

We’re thankful to the following foundations for providing matching support: Marilyn Brachman Hoffman Foundation, Amon G. Carter Foundation, Fort Worth Foundation, The Morris Foundation, Rainwater Charitable Foundation, Sid W. Richardson Foundation and The Ryan Foundation

“ The Community Foundation was instrumental in coordinating this funding and making this initiative a reality. This fund will help transform how our community responds to homelessness and will move us closer to realizing our vision of a vibrant community where everyone has a place to call home.”

LAUREN KING, Tarrant County Homeless Coalition

FLORA BREWER RECEIVES INAUGURAL TRAILBLAZER AWARD

Fort Worth entrepreneur and civic leader Dr. Flora Brewer is the first recipient of NTCF’s Trailblazer Award. The honor recognizes the outstanding leadership and achievements of individuals who have driven innovation and impact in our community. Dr. Brewer has been at the helm of various housing projects bringing long-term, sustainable change for individuals experiencing chronic homelessness. NTCF is proud to work alongside Dr. Brewer through The Flora Fund.

A former guest of Presbyterian Night Shelter. Thanks to the Housing Project Fund, more individuals will move from homeless to housed.

2022 Highlights

Celebrating 40 Years of Impact

In March, NTCF celebrated our 40th anniversary alongside our donors, professional advisors, nonprofit partners and other friends.

Connecting donors, organizations and dollars to fuel impact in our community.

Creating a Strong Future for our Community

The Legacy Society at NTCF honors donors who have entrusted the Community Foundation to carry out their charitable intentions beyond their lifetime.

In October, we hosted our inaugural Legacy Society luncheon to celebrate these forward thinking individuals and their generosity.

Beverly Ray and Rose Bradshaw

Rose Bradshaw, Marty Leonard, Orion Jean, Meggie Lowy and Chris Huckabee

Jill Fischer and Marvin Blum

Winjie Tang Miao and Dr. Darryl Miao

Gail and Bill Landreth

Debra and Vernell Sturns

Developing Emerging Leaders in Philanthropy

WORTH is a group of young professionals who ignite meaningful change by giving together. Members learn about community needs, engage with peers and collectively support nonprofit organizations serving our region. In 2022, WORTH provided a $10,000 grant to Cancer Care Services.

Investing For Equity

In 2022, the Fund to Advance Racial Equity awarded $577,500 in grants to 21 organizations serving Fort Worth and Arlington – bringing the fund’s grantmaking total to more than $1.2 million. Thank you to the generous donors, local private foundations and businesses who make this work possible.

Leading and Convening: Maternal Mortality Taskforce

In Tarrant County, there is a maternal mortality crisis that varies significantly by ZIP code. Alongside Mayor Mattie Parker, NTCF brought together community leaders, nonprofits and healthcare providers to create holistic services for local women, children and families.

Professional Advisor Highlights

Professional Advisor of the Year:

Daniel H. McCarthy, JD Partner – Wick

Phillips

Professional Advisors are vital to North Texas Community Foundation’s efforts to strengthen our region through charitable giving. In fact, investment advisors, attorneys and accountants refer more than 80 percent of new donors to the Foundation. Together we develop custom and tax-efficient giving plans for their clients. In recognition of these important relationships, every year the Foundation names a Professional Advisor of the Year.

ADVISORS WITH WHOM WE WORKED TO SERVE CLIENTS IN 2022.

STEWART ALCORN

Frost

BRUCE BENES DVS CFO

BRADLEY G. BRUCE, CPWA®, CEPA, CIMA®, CPFA mFORCE Capital

LISA CURNUTT, JD PlainsCapital Bank

JOHN B. ESCH, CPA JB Esch

JEAN ANN FISHER, CRPC® Wells Fargo Advisors

We are pleased to honor Daniel H. McCarthy as the 2022 Professional Advisor of the Year. Dan works with closely-held businesses and their owners to devise business structures that minimize income and estate tax, facilitate effective business succession plans and protect assets. For entrepreneurs who have built considerable wealth over the course of their lives, Dan excels in helping to maximize the impact of their charitable contributions to the causes they care about most.

KERRY A. KNOX

Merrill Lynch Wealth Management

TREY LAWSON, CIMA® Merrill Lynch Wealth Management

ERIN FINLEY LEE, CPA, CFA®, CWS ® Bank of Texas

DANIEL H. MCCARTHY, JD Wick Phillips

PHILLIP W. MCCRURY, JD Kelly Hart & Hallman LLP

SAVANNAH J. PETRONIS, CFP ®

Baird Private Wealth Management P. ANDREW ROBINSON, CFP ®

Baird Private Wealth Management

CAROLINE S. SAMIS Frost

BENJAMIN M. SCHEFFLER, CPA KPMG LLP

CHRISTY GAMMILL, CDFA CBG Wealth Management

ANNE HOLLAND, CFP ® Holland-Dean Family Office Services

ROBERT M. HOLT, JR., CFA Holt Capital Partners, LP

KAREN TELSCHOW JOHNSON, JD

Telschow Johnson Law, PLLC

MIMI KARNES

PlainsCapital Bank

MARK MCLELAND, CPWA®, CIMA®, CPFA® Merrill Lynch Wealth Management

JOSH MCNAMARA, CPA Hartman Wanzor LLP

DARREN B. MOORE, JD

Bourland, Wall & Wenzel, PC

COLIN L. MURCHISON, JD

Jackson Walker LLP

JEFFREY N. MYERS, JD

Bourland, Wall & Wenzel, PC

ROBERT R. SCHULZ, CFP ® Schulz Wealth

ROBERT SEMPLE Bank of Texas

KAYLA SMILEY Bank of Texas

AUSTIN M. SMITH, CFA®, CFP ®

Schulz Wealth

JOSEPH D. TAYLOR, CPA

JTaylor & Associates LLC

WE THANK THE PROFESSIONAL

THE FOUNDATION FOR GROWTH Financials & Investments

$ 455 MILLION IN ASSETS

$ 40 MILLION IN NEW GIFTS 1 ,150 GRANTEE ORGANIZATIONS

$ 44 MILLION IN GRANTS AWARDED $ 554 MILLION IN PLANNED LEGACY GIFTS

INVESTMENT MANAGERS

Luther King Capital Management

Mason Investment Advisory Services Inc.

OUTSIDE INVESTMENT MANAGERS

Bank of America

Bank of Texas

Bernstein Global Wealth Management

CF Private Equity Inc.

Equitable Advisors

First Financial Trust

Holt Capital Partners, LP

J.P. Morgan

Legacy Financial Services

Merrill Lynch Wealth Management

Robert W. Baird & Co. Inc.

The Capital Chartroom

Tiedemann Wealth Management

Wallace Capital Management

UBS Financial Services Inc.

U.S. Bank

LEGAL COUNSEL

Bourland, Wall & Wenzel, PC AUDITORS

Sproles Woodard, LLP

INVESTMENT COMMITTEE

Daniel H. McCarthy, Chair

Stewart Alcorn

Brad Bourland

Stephanie Brentlinger

Smith Brownlie

Mark Rich

Joe Taylor

Welcome, New Funds

Whether they opened a donor advised fund to give back to their favorite causes, a field of interest fund to support a special focus area or an agency endowment fund to support their favorite nonprofit’s mission in perpetuity, our donors are making a positive and lasting impact in our community.

The Animal Fund

Anonymous (5)

Arts Fund

Behanick Family Charitable Fund

Carder & Elizabeth Brooks Family Fund

The Children’s Fund

Conservation and Environment Fund

The Flora Fund

Folzenlogen Family Charitable Fund

Frierson Family Charitable Fund

Christie S. Jones Donor Advised Fund

Jack Martin Charitable Fund

Permanent Supportive Housing Project Fund

William J. Quinn Family Charitable Fund

Linda Rector Fund

Robertson Family Charitable Fund

Shaw Charitable Fund

T3 College Savings Fund

Trinity Recovery Foundation Fund

Friends of the Community Foundation

Our Friends ensure North Texas Community Foundation is a lasting resource for our community. We are grateful for their generosity and support.

For more information, visit: www.northtexascf.org/become-a-friend

Betty and Stewart Alcorn

Carol J. & R. Denny

Alexander Foundation

Robert D. & Catherine R.

Alexander Foundation

Barbara McCall Anderson

Vicki and Darrel Andrews

Karen and Larry Anfin

Anonymous (2)

Louise and Gordon Appleman

Jen and Michael Appleman

Connie Beck and Frank Tilley

Erika Beltrán and Hector Molina

Susi and Mike Bickley

Sharon and Jerry Bowden

Cindy and Jim Boyd

Rose and Kent Bradshaw

Cheri Bruxvoort

Janet and Mike Burr

Lucy and Bill Burris

Cathy and Jimmy Campbell

Vicki and Greg Cantwell

Colonial Savings Foundation

Tom Cravens

Kim and Glenn Darden

Nancy and David Deison

Margaret and James

DeMoss

Grainger, Gregor and John B. Esch

The Fash Foundation

Jane and Bob Ferguson

Robert I. Fernandez, CPA

Shirlee and Taylor Gandy

Johnny Gonzalez

Lisa Goodwin

Adelaide Griffin

The GWR Foundation

James Haayen

Kelly and Bill Hanley

Janet and Ralph Heath

Jenny and Mike Herman

Anne and Barney Holland

Peggy and Robert Holt

Cathy Holt

Barbara and Michael Jiongo

Nancy and Ross Jones

Janeen and Bill Lamkin

Gail and Bill Landreth, Jr.

Adelaide B. Leavens

Marty Leonard

Live Oak Foundation

LaAsia Lovelace

Meggie and Dutch Lowy

Luther King Capital Management

Louella Martin

The Mason Companies

Erika and Daniel H. McCarthy

Ann and Phillip McCrury

Sally Werst McKeen

The Meadows Foundation

Pati and Bill Meadows

Meta Alice Keith Bratten Foundation

Deanna and Rob Miller

Dana and Charles B. Milliken

Judy G. Needham

Network for Good Inc.

Jayne and Doug Orr

Angie and Horatio Porter

Rainwater Charitable Foundation

Mary Stewart and James Ramsey

Jane Rector

Tracy Rector and Greg Fitzgerald

Sid Richardson Foundation

Elia and Alfred Saenz

Anne and Bob Semple

Valerie Skinner

John Snyder

Sproles Woodard, L.L.P.

Laurel and Mac Stevenson

Sue Sumner

Lynnice and Joseph D. Taylor

Neil Van Zandt

Lisa and Burch Waldron

Rosie and Gary Walker

Libby Watson

Shay and John Wells

Wells Fargo Foundation

Pamela and Chris Wilson

Donna and Dennis Winborn

Drew Winborn

Paula and Jack Winter

Gifts through January 31, 2023