Board & Staff
DEAR FRIEND S, 20 13 m ar ks on e of th e C om m un ity Fo un da tio n’s m os t su cc es sf ul ye ar s. C om pa re d to al l pr ev io us ye ar s, • M or e pe op le ga ve th ro ug h th e Fo un da tio n; • Pe op le gi vi ng th ro ug h th e Fo un da tio n m ad e m or e gr an ts ; • D ol la rs co nt ri bu te d to th e Fo un da tio n w er e gr ea te r; • In ve st m en ts ea rn ed m or e do lla rs ; an d • Bo tt om lin e as se ts gr ew by th e gr ea te st am ou nt . A s w e ce le br at e th e Fo un da tio n’s co nt in ue d gr ow th an d im w ith yo u in th is re pa ct , w e sh ar e po rt , st or ie s of in di vi du al s an d fa m ili es gi vi ng th th e Fo un da tio n an d ro ug h th e la st in g im pa ct th ey ar e m ak in g. T he se of gi vi ng ar e pa rt of le ga ci es w ha t m ak es ou r co m m un ity su ch a gr liv e, w or k an d ra is ea t pl ac e to e ou r fa m ili es , to da y an d to m or ro w. T he Fo un da tio n he lp s in di vi du al s an d fa m ili es w ith or ga ni ef fic ie nt , le ga cy ch ze d, ta xar ita bl e gi vi ng . W e m ak e it ea sy an d co st -e ff Yo u do th e fu n an d ec tiv e. re w ar di ng pa rt : su pp or tin g yo ur fa vo ri te ch If w e ca n he lp yo u ar iti es . cr ea te yo ur ow n le ga cy of gi vi ng , pl ea se le t us kn ow. Si nc er el y,
J. Ev er itt D re w, Ch ai rm an
At A Glance: CFNF was Founded in 1997 2
Community Foundation 2013 Annual Report
Jo y R. Wat ki ns , Pr esi de nt an d CE O
Vi s i o n a r i e s & F u n d e r s
BENEFITTING MANY CHARITIES
MSEY A R E H T
’S
de Ramsey ma in w d E d n E th e l a d w in o m e a ft e r E h ir e th e e s Ta ll a h a s e in a re e r. O n c c ry a it il m ma re ti re d fr o te e d fo r a s ta rk o w in w , Ed Ta ll a h a s s e e e ra a lo c a l c a m t a d e rk o el w a g e n c y. E th th e member of r e rt a h c a was o re y e a rs c e n te r a n d g fo r 2 3 m in v li l e th 8 w it h E w a y in 1 9 8 a d e s s a in g p w in fe a n d h a v li ir e E lk e tt s . E d th g n a rd d u ri s w o rk e d h y e s m a R e h ge ge of 99. T a b ro a d ra n t fi u n ti l th e a e n e b la b o r to it s o f th e ir u fr e th d th e y w a n te f th e n o c h il d re n le ft m o s t o l e th E , th er dea ti o n s . A t h ra e n e g r al fo a ri ti e s s u p p o rt lo c to d n o f lo c a l c h u F y Ramse l a n d E d w in e th E e th te e ts to c re a Ramsey ass ds. f m a n y k in o s e s u a c c h a ri ta b le
Not pictured: Larry and Hilda Strom
At A Glance: 100 Years of Community Foundations Nationwide Community Foundation 2013 Annual Report
3
Fundholders
B E N E F I T T I N G A F AV O R I T E C H A R I T Y
RXSE A M S I LEW SARAH
N’S
rn a n d sen was bo rx a M is w e S a ra h L much and spent e e s s a h a ll a ra is e d in T was a a re a . S h e e th in fe o f h e r li fo r 2 0 y e a rs n a ri ra b li l o p u b li c s c h o nce ib ra ry S c ie L in D h P her a n d e a rn e d ut s io n a te a b o s a p s a w e Sh fr o m F S U . d v in g re ti re a H h saw . n o ti a e re s a , S a ra educ h d T n a t. g S d in n d re a a b e ll e a tw e e n C a rr e b t s a o C e s ta b li s h e d en e tt h o S rg . e o F ll e r b u a C a rr a lo n g o fa c il it ie s in ry ra b li e da th im p ro v e n it y to b u il u to m d m e o e c n e e ll g a hu C a rr a b e ll e n g e th e a h a y, c to d n o n e y. To d n Fu e m s g rx a in d M il is u it ia l b th e L e w m e o f th e in o s d e id v ff o rt s ro o f S a ra h ’s e Her Fund p e . s u ry a c ra e b b li new in p a rt C a rr a b e ll e in m s te ra e e s h e r d re a u nd op a n s ti d n n o c ta s d er Fun a li b ra ry 2010 and h in y a w a d asse s it y. S h e p ry. a n d g e n e ro o rt th e li b ra p p u s to r a v e ry y e g in c o m e e in id v ro p by
At A Glance: There are 700 Community Foundations Across the Country... 4
Community Foundation 2013 Annual Report
Fundholders
GIVING BACK TO THE COMMUNITY
THE WI LKINS’
D a v id a n d Ta n y a Wil k in s g r e w u p in t h e s a m e s m a ll t o w n in K entucky a t t e n d in g church, sc hool and c o m m u n it y a c t iv it ie s t o g e t h e r. Ye a r s la t e r, t h e y m a r r ie d , h a d a fa m il y a n d la u n c h ed careers . A key tenet of th e ir s u c c e s s was a co m m it m e n t t o g iv e b a c k t o t h e ir c o m m u n it y. T h is y e a r, t h e y la c a ll e d L if e unched a n e w c h a r it Connecto rs, a nonp y r o fi t fo c u s e d o n h e lp in g u n d e r young adu p r iv il e g e d lt s s u c c e e d through empowerm ent, assoc ia t io n a n d L if e C o n n e ctors and d ir e c t io n . t h e Wil k in s F a m il y F und are tw D a v id a n d o e x a m p le s of how Ta n y a a r e p a y in g it fo r w a r d in honor of t in t h e ir li v h e p e o p le e s a n d h e lp w h o in v e s ted ed them t hrough to u g h t im e s .
At A Glance: ...and 30 Community Foundations in Florida Community Foundation 2013 Annual Report
5
Ambassadors
HONORING A LOVED ONE
BREND Wit h a P h D in M a r r ia g e
T h e r a p y,
A RABA L
a n d F a m il y
AIS’
Brenda R a b a la is p ut her e x p e r t is e a n d p a s s io n togethe r and founded L e e ’s P la c e , a g r ie f , lo s s a n d trauma c o u n s e li n g c e n t e r. B renda e s t a b li s h e d L e e ’s P la c e t o h onor her son Lee w h o d ie d o f cancer at the ag e of 14 and t o h e lp o thers dea l w it h g r ie f a n d lo t h e L e e ’s ss. She th P la c e E n d e n e s t a b li owment shed Fund to s upport an center w d c o n t in u here peo e her dre p le c a n r am of a e c e iv e q u a li t y g r ie f a n d lo in a w a r m ss counse and nurtu li n g s e r v ic r in g e n v ir es onment. W it h c o n t r f a m il y, f r ib ie n d s a n d u t io n s o f the comm a ll s iz e s f rom u n it y, t h e Fund sup P la c e t o d p orts the w ay and fo ork of Le r years to e ’s come.
At A Glance: $35 Million in CFNF Assets with 89% Endowed 6
Community Foundation 2013 Annual Report
Legacy Society
ENDOWING A DREAM
NTO U A T E TH
N’S
a il Ta u n to n ig b A d n a a v id In 1 9 7 4 , D e t o u t to th e r th e y s e g to d n a m a rr ie d r, L u k e a v id ’s fa th e D f o m a re make a d il d re n Wit h 1 0 c h . e u tr e m o Ta u n to n , c to n e v e r a b le s a w e k u L , o f h is o w n a il id a n d A b ig v th e a D . m a d re d fo u n d e d n a n re d il p u rs u e h is h s io n fo r c ve and pas lo f o ll an fu a n d C h ri s ti k e ’s h e a rt u g L in n v o lo k , o le to a s ta b to p ro v id e e m o H ’s n re m o re m il y C h il d th e y e a rs , h g u Ta u n to n F a ro h T e to g o . v e n o p la c a h o h w n e ir h il d re ’s H o m e th n re d h o m e fo r c il h C F a m il y e d Ta u n to n ll a c e v a e h h il d re n f p e o p le , th o s d re d th a n 2 5 0 c n u fr o m h o f a ll s iz e s s n o ti u ib it h c o n tr keep Luke, to rt o p p u “H o m e ”. W s ro v id e s me Fund p o H ’ ’s n re d m il y C h il Ta u n to n F a ve. ’s d re a m a li il a ig b A d D a v id a n
At A Glance: $8 Million Contributed to CFNF in 2013, $44 Million Since Inception Community Foundation 2013 Annual Report
7
Investment Committee
F A M I LY P H I L A N T H R O P Y
IT’ T T E P E TH
S
n a te a a re p a s s io n e lm A d n B ro o k s a y e c o m m u n it th to k c a b g a b o u t g iv in , th e y h a v e rs a e y e th r Ove th e y lo v e . d fo r v o lu n te e re d n a s rd a o s e rv e d o n b a ti o n s . fi t o rg a n iz ro p n o n l a m a n y lo c id e d e a ls o p ro v v a h s it tt e The P of ay r a number fo rt o Fund as a w p p y u it s n l u ia m c n m a fi n il y C o e P e tt it F a m th o d e h s li b e P e tt it s a ls e s ta h y T e h . s T e . v s li e c h a ri ti n d th e ir y and beyo a d to ts fi gh d re n th ro u o s e n o n p ro il th h c rt o ir e p p th u to s e s w it h iv in g ” v a lu “g ir e th re nd u n d to s h a . B ro o k s a rt o p p u s u s e th e ir F h o o s e to ti e s th e y c ri a h c e g th about n d in c lu d in a s m a d is c u s s io n s re d h a ri ta b le li n g th e ir c il w it h a lf fu re a m u c h li k e tt it e g P in a n iv e g ir lm e A y in th P e tt it fa m il e th f o s n n e ra ti o m u lt ip le g e n d a ti o n . p ri v a te fo u
At A Glance: $2.4 Million CFNF Grants Distributed in 2013, $14 Million Since Inception 8
Community Foundation 2013 Annual Report
Agency Endowments
S AV I N G F O R F U T U R E G I V I N G
THE L OHR
ENGE
L’ S
Peter an d Julie L ohrenge l have li ved and wor ked in T allahass ee for y ears raising a family a nd supp orting lo cal charitie s. In 19 97, they had a vi sion to begin building resource s to sup port their giv ing in th eir retir ement y ears and inst ill in the ir childr en a sen se of giving b ack to t he comm u n i t y. A fter discover ing the Commu nity Fou ndation fund and , they e each ye stablish ar at Ch ed their ristmas, charitab the Loh le Lohreng r e n gels add el Famil y Fund g to their rows thr Fund. T ough an he returns n u al additi helping ons and the Loh r e n g e l ’s investm ent with the favorite i r dream o charitie f suppor s during ting the retireme ir nt and t about gi e aching t ving. heir chi ldren The Magnolia School A School for Active Learning
At A Glance: 190 Charitable Funds at CFNF in 2013 Community Foundation 2013 Annual Report
9
O P P O RT U N I T Y P R E S E N T E D The opp ortuni
ty to cre ate a leg acy is no Baby bo w. omers ar e r e t i r generati ing and on. A re passing t c heir asse e nt study shows th ts on to by the F at even a the next l o r i f d t a e r Philanth $6 billio the effec r opic Net n will ch ts of the work ange han great Re years. cession, ds in the nearly Big Bend area in t he next If perma 10 nent cha r i t a b l that tran e legacie s f e r, t h o s were c s reated w e legacies commun ith just 5 would ge i t y, e v e r % of nerate $ y year! 14 millio n in our Imagine $14 mill ion in ne of local w resour nonprofi ces to su t s o f all kind pport th sustainab e work s . What a le fundin n g i m c o p the arts uld have act this to organ kind of benefitti i z n a g organi tions he in betwe lping the zations f en. This rom h o i m s t e h less and e kind o commun e f ity need verythin boost in s. g social ca pital our Individu a l l y, w e can each can mak make a d e a trans ifference formatio . Collec nal diffe t i v e l y, w rence. The opp e ortunity i s n o w. T h e We a r e h benefits ere to he last fore lp you c v e r. reate yo ur legacy .
3
At A Glance: 95 Nonprofit Endowments at CFNF 10
Community Foundation 2013 Annual Report
: UND F A T S TA R S TO P E T ant to S W E L u P o SIM hat Y
now W K s U t d. 1. Le omplish. ur Fun c o Y A c r o er me f r Oth l or o t a Na c k e c l o e il t 2. S a s h , S i n Yo u r W C e t ntribu a Gift 3. Co ts or Plan t Asse Documen Other
Endowments
A M E A N S T O C O N T I N U E C H A R I TA B L E S U P P O RT B E Y O N D Y O U R L I F E T I M E rtant? nts Impo e m w o d n ce E an produ Why are c y a d o t END ? y ested nywa over d o ll a r in v owment A A d n E a t d o ll a r n a h n t is io s t t e c a e h im ll t re that or co Just W many mo is a g if t ( t is a g if t t if n g e d m d e n w w a o o end rows An end t im e . A n vested, g in is t a h . t r o f g if t s ) o n g iv in g c h a r it y o s a p e r e o k f t r suppo dow your n e n a c . produces s u n a t io n, yo it e for gener F o u n d a t io y it n u our favor y c h a r it ie s m f m o o ll C a e se h supports he expen t h e lp o f t t a t e h t u h t o y h c h a it it but w b le le g your Giving: W u n d a t io n a c h a r it a o e f t e a Personal t e n d d u r in g a r u c f iv r d p le n a b a a g g it g iv in char h a v in endowed . I t ’s li k e c h a r it a b le r s u n o io y t a e r t e a . for gen can cre s t a t e p la n n s . Yo u e c h a r it ie s e r d e r u h t b o e il l o r is t r a t iv of your W t r a n d a d m in a p a s an h a g if t a e s t a b li s h o t li f e o r w it e s o o y ch v id e u a ls o m a o Y : y d) to pro it r n a u f h C g e in t it r u a n e x is A Favo p le , if y o r add to m o ( a x d e n r u f o F a r it y. endowed 00 v o r it e c h a f e w it h $ 1 ,0 n it o f r o o r f p t n r o o n supp c o u ld o r it e $ 2 5 ,0 0 0 port a fav t s p u ju s f o ly t t n e d g if curre io n s . r generat an endow o f n e r a h t e , y y y of t ever a n n u a ll le s o u r c e 1 ,0 0 0 g if b $ a r d u n o e y p e e r in g d c o n t in u a t io n n e a s an ongo e iz n id a v g o r r o p k of an Yo u r g if t t the wor r o p p u s o in c o m e t to you. and dear
T OWMEN
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nts can e m w o End with a d e t a e r be c 5,000 $ f o t f gi e. or mor
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e ritabl a h c ed . Endow s our forte i n giving w if we ca kno Let us ou create a help y legacy. g lastin
F
UND: 1 . O rg a n iz e d G iv in g 2 . Ta x -E ff ic ie n t G iv in g 3. A Legac y C o n ti n u in g Yo G iv in g B e y o n d Yo u r L u r if e ti m e 4 . In c lu d e F a m il y In Y o u r G iv in g 5 . Yo u r O w n “P ri v a te F o u n d a ti o n Wit h o u t th ” e Cost and H a s s le s
What We Do: 1. Help Individuals and Families with Charitable Giving 2. Help Nonprofits with Endowments Community Foundation 2013 Annual Report
11
FindLe a an onl rnGive is i n local n helpin e resource o g about nprofits and new or you find their p d i s c fav o v e and m ore. T ople, progra er in-depth orite inform his po ms, fin inform we ati an e to sup d decisions rful tool assi ces, govern on port. about a the ch sts you in m nce aking arities you ch Curren oose t s i t e a n l y, y o u c a n f d in hope y more are be d 85 organi z ing ad ou wil ded ea ations on th l conti to lear ch nu e n d i s c o v m o r e a b o u t e t o v i s i t F i w e e k . We ndLea er new your fa rnG ones. vorite chariti ive.org es and
We are pleased to serve as a vehicle for Knight Foundation assisting them in investing in important projects in our community. The Knight Fund is the only fund at the Community Foundation that accepts grant application s. Three grants were awarded in 2013 supporting projects that encourage an informed, engaged community in alignment with Knight’s funding priority area.
e g e n e ro si ty T h a n k s to th n t F o u n d a ti o h ig n K e th of e l a n d E d w in a n d th e E th n it y th e C o m m u , d n u F y se Ram ond h e ld it s se c y F o u n d a ti o n e M a tc h D a id -w y it n u comm n e F o u n d a ti o th , y a D h tc iv e n to On Ma r of 2013. d o n a ti o n s g e r b fo m e s v d o n N fu in h in g ,5 0 0 in m a tc o ff e re d $ 5 8 e. in d L e a rn G iv F in s e ti ri a ch Give.org to FindLearn t n e w s e ti ri cha th e ir ers of local c h a ri ti e s o f e th to 955 support 0 0 g th e ,5 ti o n s. A d d in st o v e r $ 2 1 4 ta ju c e e v p a x g e r d u n a ded o 7 3 ,0 0 0 is fa r e x c e e ib u ti o n s, $ 2 tr n o c r e c h o ic e . T h rt o p n d s a n d su p day! m a tc h in g fu in ju st o n e ts fi ro p n o n l ca b e n e fi te d lo ic e a ti o n s a c h o iz n a rg o e v a e ir a ti o n g to su p p o rt th u n it y F o u n d o g s n o ti a n The Comm 3 do th is a s a n tc h D a y 2 0 1 n t. We sa w e m w o to h a v e M a d re n e o r to th e ir fo r th e ir fu tu rk n o la w p t s n n e o rr ti cu a n iz a c le a rl y to h e lp o rg w m e n t. T h is o d n e ir e o p p o rt u n it y th fu n d s b y b u il d in g M a tc h D a y y e it th il f b o a in % a 6 su st nce 5 it h d o n o rs si re so n a te d w o w m e n ts . w e n t to e n d
CH MATY DA !
At A Glance: 1,200 CFNF Donors in 2013
2013 Knight Funded Projects: • Community Board Bank, Leadership Tallahassee • Florida NEXT Impact Forum, Florida NEXT Foundation • FindLearnG ive.org, Community Foundation of North Florida The Knight Foundation recently announced changes to their priority area. Please visit cfnf.org to learn more about the Knight Fund, the revised priority area and guidelines to apply for a grant.
1621 Metropolitan Blvd, Suite A, Tallahassee, Florida 32308 Phone: 850.222.2899 • www.cfnf.org FOUNDATIONS OF FLORIDA
FOUNDATIONS OF FLORIDA
The Community Foundation of North Florida serves Leon and nine neighboring counties of Franklin, Gadsden, Gulf, Jackson, Jefferson, Liberty, Madison, Taylor and Wakulla. Community Foundation audited financial statements and IRS 990 are available to view at cfnf.org. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE 1-800-435-7352. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE. REGISTRATION #CH-10676.