Fifty Years of Giving Back. Giving Forward. - The Community ...

2013 REPORT TO THE COMMUNITY

Fifty Years of Giving Back. Giving Forward.


1

Letter from The Chairman and President Dear valued friends:

Y

our Community Foundation has reached a milestone—we are celebrating our fiftieth anniversary of serving Northeast Florida’s philanthropic community. Like any significant occasion, our 50th anniversary is cause for both reflection and celebration, and we will do a bit of both in this Report to the Community. 2013 was a fitting capstone to a half century of generosity by our donors—in the 12 months represented here, our assets grew to nearly $297 million, and we awarded more than $36 million in grants to nearly 1500 deserving nonprofit organizations. Our investment portfolio posted an 11.5% return, once again exceeding our target. You can see our summary financial statements on page 35 of this report.

Our work in 2013 is built on the heritage, the vision and the resources of those that came before.

2

THE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA

We are the oldest, and continue to rank as the largest community foundation in Florida, but we are not content to rest on those classifications. Our work grew in both breadth and depth in 2013. In partnership with our donors, we launched an ambitious $50 million Quality Education for All Advised Fund to build a strong pipeline of public school teachers and leaders in Duval County. We focused more resources than ever on Aging Adults as we worked with partners to lead in this growing demographic. We extended our work into more of Northeast Florida, even as we looked beyond the beautiful scenery in our own backyard to examine issues of need at the Beaches. And we continued the important work we’ve done for years on behalf of young children, neighborhoods, race relations, and the arts. And that may be our most important message in this annual report: our work in 2013—and every year— is built on the heritage, the vision and the resources of those that came before. Over the years, we have been fortunate to have the wisdom, knowledge and dedication of so many generous donors, community leaders, board members, professional advisors, and staff. We hope you’ll get a sense of what a gift that has been as you review the Foundation Timeline on pages 12-24 of this report. Time and again, members of our community have stepped forward with incredible generosity—and often outright

bravery—to embrace the notion that we must strive for a better community for all. We owe special thanks to three members of our Board of Trustees whose terms ended in 2013: The Honorable Harvey E. Schlesinger, who joined the Board in 2001, and served as chairman in 2006 and 2007; Dan Rice, who joined the Board in 2002 and served as chairman in 2008 and 2009; and Jim Van Vleck, who joined the Board in 2002, and chaired numerous Board committees, including the Strategic Planning Task Force. Each of these community stewards provided invaluable advice and guidance over the years. This year, we welcome The Honorable Brian J. Davis, Michael DuBow and Madeline Scales-Taylor and know that they will also leave an indelible mark on our community through their service to the Foundation. It is heartening to note that we are now home to more than 430 funds—the basis for all the work we do, and the heart of our organization. Each of these funds was established by a philanthropic person, family, business, or organization that had a very personal reason for choosing The Community Foundation for Northeast Florida for their charitable giving. We, in turn, strive every day to ensure that their intentions are honored in the highest and best way possible. Their gifts endure, and it is with profound gratitude we salute their foresight and their philanthropy so that we may continue to steward their gifts in perpetuity. Now, uncork the champagne!

Paul Perez, Chairman

Nina Waters, President


3

C

Who We Are

T

he Community Foundation for Northeast Florida connects people who care with causes that matter. Since 1964, we have served the citizens of Duval, St. Johns, Nassau, Baker, and Clay counties through a range of charitable and civic activities, while helping individual donors achieve their philanthropic goals. We believe in Giving Back | Giving Forward.

Our Mission: Stimulating Philanthropy to Build a Better Community We do this through: • Civic Leadership • Philanthropic Leadership • Providing products & services to help our donors fulfill their philanthropic goals Our success is measured by: • Increased philanthropy in the region • Successful outcomes from our grantmaking • A vibrant non-profit sector supported by our collaboration with others • A strong and stable Community Foundation that will survive in perpetuity

reated by generous individuals, families, businesses and organizations, each of our more than 400 funds helps build stronger communities. We have helped countless generous individuals and families understand their financial options and maximize their charitable giving; in turn, thousands of area organizations have benefited from the more than $278 million in grants we have made since inception. Through this rich history and in partnership with our donors, we have acquired deep knowledge of critical local issues, and we embrace our ability to help lead positive change in our community. It is this legacy of civic and philanthropic leadership upon which we strive to build every day so that we can continue to do good work, forever.

CIVIC LEADERSHIP DONOR SERVICES DONORS

PHILANTHROPIC LEADERSHIP

Where We Serve

DONOR FUNDS

Amelia Island Professional Advisory Council

NASSAU

434

2013 Vital Statistics

A record number of donor funds, and an increase from 418 funds in 2012.

HAMILTON

Downtown Jacksonville Professional Advisory Council BAKER

DUVAL

SUWANEE

Beaches Professional Advisory Council

COLUMBIA

IN GRANTS MADE

$36 Million Went to more than 680 nonprofit organizations, and signifies an increase from $31.1 million in grants awarded in 2012.

IN NEW GIFTS

$51 million Represents new funds as well as 2013 additions to current funds.


IN ASSETS

$297 million Grew from $257 million at year end 2012; more than 60% of our assets are endowed.

Beaches Advisory Committee

UNION LAFAYETTE

Suwanee Valley Community Foundation, an affiliate of The Community Foundation for Northeast Florida

CLAY ST.JOHNS

St. Augustine Professional Advisory Council PUTNAM


5

Donors Make It All Possible S

erving those who have entrusted their funds to The Community Foundation is the essence of what we do. Individuals, families, organizations and businesses have distinct reasons for creating a fund here, and our sole purpose is to help them actualize their philanthropic vision. More than 80 percent of the record $36 million in grants awarded through The Community Foundation in 2013 were derived from donor advised funds—those charitable giving vehicles where the donors remain actively involved in grantmaking. This most utilized giving strategy allowed our donors to support hundreds of organizations, ranging from Ahava Ministries to Zoe University. Donors used their advised funds to generate gifts as small as $250 to gifts in excess of $1 million. Donor advised funds are, and continue to be, a go-to strategy for philanthropic-minded individuals and organizations because of their flexibility and usefulness. Other donors have elected to cast a wider net with their charitable giving strategies—they have chosen to establish funds that support fields of interest—such as the arts, or seniors, or education—or a particular agency or organization. In those cases, Foundation Staff is more deeply involved in the work of grantmaking—researching and identifying potential grant recipients, vetting grant applications and/or negotiating grant awards.

Still another way donors exercise their philanthropic spirit is by creating a giving plan as part of their estate. These forward-thinking donors want to have a lasting impact on their community, and we regularly work with them and their attorneys, accountants and financial professionals to craft an individualized estate gift. We are particularly gratified when we can help a donor find just the right planned giving instrument (e.g. bequest, charitable gift annuity, life insurance, etc.) that will fulfill their philanthropic and estate planning goals while creating a permanent legacy. So how do we serve donors? We help them every step of the way—working with them and their professional advisors to identify giftable assets and a philanthropic focus, strategies for grantmaking and a plan for sustainability. We handle the investment, administrative, regulatory and grantmaking details that are necessary in effective philanthropy. In short, we take the burden from the donor, allowing him or her to focus on what truly matters to them and enjoy their charitable giving.

Serving the Community

2013 GRANTS

WHERE OUR GRANT DOLLARS GO

NORTHEAST FLORIDA ELSEWHERE IN FLORIDA

$24,486,949 $2,199,178

OUTSIDE OF FLORIDA

6% $9,409,098

Religion $1,784,229 (5%)

68%

Arts & Culture $1,102,839 (3%)

26%

International & National Security $113,780 (< 1%)

Health $2,201,985 (6%)

Civic & Community $2,899,369 (8%)

Education $12,884,619 (36%) K-12 $7,827,008 Post Secondary $5,057,611

Environmental & Animal Protection $3,309,689 (9%)

Human Services $5,823,683 (16%) Public Support $5,975,032 (17%)

6



7

Civic Leadership O

ur work centers on helping donors achieve their philanthropic objectives, whatever they may be, but it doesn’t stop there. We have a strong commitment to improving our communities through strategic grantmaking— convening conversations which lead to solutions, identifying opportunities where we can be effective, and focusing needed resources where they can

Beyond Grantmaking

do the most good. We believe in civic leadership, and 2013 was highlighted by different stages of that effort: a crowning achievement for our current work in education, strong momentum for our enduring investment in Aging Adults, and the kernel of some new work that is taking shape along our coastline.

As the Quality Education for All effort achieved new heights, a much quieter but very important initiative was in its infancy. Prompted by two Board trustees, Martha Baker and Tracey Westbrook, Foundation staff began to look beyond the beauty of our Beaches, and explore the issues of need in this very special part of our service area. The Community Foundation

Quality Education for All Our most visible civic leadership work in 2013 was the launch of the five-year, $50 million Quality Education for All Advised Fund, the culmination of a tenacious decade of work on public education reform in Duval County. More than 2/3’s of the Fund’s goal has been raised from local philanthropists, and investments targeted at building a pipeline of high quality Duval County public school teachers and leaders are underway.

Summer Principal Academy

$0.6 M The New Teacher Project (TNTP) $10.6 M

$7.2 M

$5 M

$5.7 M

$50 MILLION

Innovation Fund

$2.5 M $1.8 M

8

The Jacksonville Teacher Residency Program

Teach For America

Data System

brought together potential donors, faith leaders, and beach-specific nonprofits to surface issues and offer initial thoughts as to how the community might respond in a meaningful way. The work of the Beaches Advisory Council is gaining momentum, and a couple of pioneer grants have already been made as this newly formed effort gets underway.

$15.2 M

Endowment

Grants Management and Evaluation


Performance Incentives for Transformation Region Schools

ne of the very first investments of the Quality Education for All Fund sent Erica-Christina Little and Marcus Thomas to the Summer Principals Academy (SPA) at Columbia University. A science teacher at Matthew W. Gilbert Middle School in 20122013, Erica-Christina was tapped to spend Summer 2013 studying at Columbia University, returning to Jacksonville as Assistant Principal at Matthew Gilbert. Erica-Christina and Marcus return to SPA this summer to complete the program, which includes a project to envision a school from scratch: they’ll be expected to create the budget, mission and vision, curriculum, instructional focus, educational philosophy and other components that make up the foundation of a school. Meanwhile, more aspiring school leaders will be identified to start their 14-month SPA journey which Erica describes as ‘a place where great leaders are made into extraordinary school leaders.’

“Having the Community Foundation pull together the key collaborators so we could see just where the needs are and how we might work on solutions together was a huge step forward. I think we have an opportunity to make a real difference at the Beaches now.” Tracey Westbrook, Trustee and Beaches resident

O

QEA Fund Five Year Investment Strategy $1.4 M

Seeing Past The Shoreline

Strengthening Support for Seniors The welfare of Aging Adults has long been an interest for our donors and for The Community Foundation’s civic leadership efforts. We are not a direct service provider; rather, we support collaboration among agencies so they can address gaps in services and identify promising opportunities for partnership. In 2013, we made a grant to The Nonprofit Center of Northeast Florida to build an online Senior

to Senior Coordination Map to provide easier access to information and services. Through our Senior to Senior Fund, we invested $150,000 in our region’s area Agency on Aging—ElderSource—to assist seniors in crisis. And in conjunction with other funding partners, we gave more than $200,000 to senior services providers through the Community Safety Net fund.

“The Senior Roundtable provides an opportunity to individuals and agencies who are concerned about the welfare of elders, to learn more about the issues they face and find opportunities to collaborate to address them, leaving personal agendas at the door.” Linda Levin, CEO of ElderSource


9

Philanthropic Leadership

A Culture of Giving

F

rom our earliest days, encouraging philanthropy has been central to our mission. Not just in terms of dollars, but in welcoming new contributors to the charitable giving community. Educating potential donors, creating new partnerships, re-inventing ways to connect vital resources with urgent needs—these are areas where we try to lead the way.

Weaver Philanthropic Initiative

Donors Forum of Northeast Florida

Women’s Giving Alliance

The participants in Donors Forum of Northeast Florida—organized by The Community Foundation and the Jessie Ball duPont Fund more than 20 years ago—broke new ground this year, moving to two-way dialogue on some of the community’s most pressing issues. Area grantmakers, including representatives of private, corporate, independent and family foundations, gathered for quarterly discussions around such topics as education, race and the state of philanthropy in Northeast Florida.

The Women’s Giving Alliance, a giving circle created by The Community Foundation in 2001, welcomed 50 new members in 2013 and awarded $340,000 in grants to nonprofits focused on mental health services for women and girls. Under the leadership of President Julia W. Taylor, WGA was able to harness the power of collective giving into a remarkable body of work which encompassed grantmaking, advocacy and collaboration. The women and girls of Northeast Florida will continue to benefit from WGA’s efforts, thanks to an endowment which reached $1.9 million at the end of 2013.

10


As a tangible demonstration of our commitment to stimulate philanthropy, we have been educating groups of next-generation philanthropists for fifteen years. In 2013, we put a new spin on what is now known as the Weaver Philanthropic Initiative: instead of assembling scions of philanthropic families, we asked eleven recent college graduates—all recipients of UNF’s Weaver Family Foundation Scholarships—to spend nine months learning about philanthropy, and putting real charitable

dollars to work. Class members met monthly to learn about giving wisely and good grantmaking. As the program accelerated, they evaluated three deserving non-profit programs in the Jacksonville area and were able to award a $25,000 grant to Communities in Schools, a dropout prevention program in Duval County.


11

Fifty Years of Giving Back. Giving Forward. W

hy start a community foundation? Surely that was a question that surfaced around Jacksonville in early 1964 when four prominent businessmen began to champion the idea. Community foundations were a relatively new phenomenon fifty years ago, and there were fewer than 100 of them in the nation, and none in Florida. So why did Florida’s first community foundation begin—and ultimately flourish—here? The idea for The Community Foundation was the vision of Tom McGehee, co-founder of Mac Papers; J.J. Daniel, publisher of the Florida Times-Union; media executive Robert R. Feagin;

1964

On May 1, a Resolution & Declaration of Trust creates the Greater Jacksonville Area Community Foundation, founded by J. J. Daniel, Robert Feagin, Tom McGehee, and Laurence Lee, Jr. It is the first Community Foundation in Florida, and is overseen by trustees representing the major banks in Jacksonville: American National Bank, Atlantic National Bank, Barnett National Bank, First Bank and Trust Company, and Florida National Bank.

Official name: Greater Jacksonville Area Community Foundation Board of Trustees: John C. Galvin, William G. Dickie, T.E. Camp III, Rex W. Mixon, Kenneth E. Haefele Distribution Committee: Mrs. T.G. Buckner, W.A. Hamilton, Jr., William B. Mills, Dr. Benjamin F. Rogers, Thomas R. McGehee

12


and insurance executive Laurence Lee, Jr. These four founders were not only powerful Jacksonville businessmen; they were also very strong leaders in the civic community. Between the four of them, they had either founded, led or been instrumental in supporting the most respected nonprofit organizations in Jacksonville: United Community Services (forerunner of United Way), Boys and Girls Club, Dreams Come True, Baptist Hospital, Gator Bowl Association, University of North Florida, Jacksonville University, and Episcopal High School, just to name a few.

1964

On July 1, the Foundation receives its first major gift: $45,000 from the sale of the headquarters building of the Community Chest-United Fund, at 314 Market Street.

Official name: Greater Jacksonville Area Community Foundation Board of Trustees: John C. Galvin, William G. Dickie, T.E. Camp III, Rex W. Mixon, Kenneth E. Haefele Distribution Committee: Mrs. T.G. Buckner, W.A. Hamilton, Jr., William B. Mills, Dr. Benjamin F. Rogers, Thomas R. McGehee

Vital Numbers Total Gifts

$63,000

Fifty Years of Giving Back. Giving Forward. So it was no surprise that they were looking to establish the community foundation as a “….depository for the people of Jacksonville— both the large and small—the wealthy and the moderate, to be able to give for the betterment of their fellow man, not just today, but in a continuing way, through the principles of a foundation, for years to come,” according to a letter from Tom McGehee to the fledgling foundation’s Board of Governors in May, 1964. What follows on these pages is irrefutable evidence that The Greater Jacksonville Area Community Foundation has and continues to fulfill

1983

The Foundation, under the leadership of Tom McGehee, creates a 67-member Advisory Board — the first link with donors, corporations and nonprofits.

what the founders envisioned. The sheer growth in numbers—of funds, of assets, of grants—does not tell the whole story. Far more telling are the many aspects of life in Northeast Florida that have been improved by individual and collective charitable giving over the past five decades. Furthermore, by virtue of the fact that more than half of the assets of the Foundation are endowed, the good that was envisioned by the donors upon the establishment of their funds will continue to go forward in perpetuity.

1988

Board Chair Bob Shircliff (L) hires Andy Bell from the Winston-Salem Foundation as the first professional president.

Official name: Greater Jacksonville Community Foundation Board of Trustees Chair: Thomas McGehee

Official name: The Jacksonville Community Foundation Board of Trustees Chair: Bob Shircliff

Vital Numbers

Vital Numbers

Total Assets

Total Assets

$2.7m

$4.5m

Grants Awarded

$983,000

Grants Awarded

$1.7m


13

Learning I

n the earliest years of The Community Foundation, grantmaking was primarily linear—a donor or his/her successors named a charitable organization and we ensured that the grant award was successfully executed. But The Community Foundation really began to flourish when we began to attract funding partners, which allowed us to initiate activities and make unrestricted grants around larger community priorities and issues. Our 25th year—1989—was the watershed. That year, the National Endowment for the Arts chose The Community Foundation to receive a $200,000 ($50,000 a year for four years) challenge grant to support small and mid-sized arts organizations

Another defining moment occurred in 1989, with the Jessie Ball duPont Fund issuing its own challenge to The Community Foundation: the Fund offered a $400,000 matching endowed grant for targeted grantmaking in response to emerging or existing community problems. The endowment

was named the Venture Philanthropy Initiative and its first community challenge was to tackle interracial cooperation and understanding.

initiative to build the capacity of child-serving nonprofit organizations in Duval County, and many more.

The seeds that were planted by these partnerships, which propelled The Community Foundation into its leadership role in the community, generated numerous groundbreaking programs over the years: Building Our Community—an initiative to support neighborhoods, children and families; The Philanthropic Initiative—intensive development of next-generation philanthropists; the Jessie Ball duPont Community Building Fund—a five-year

We continue to employ partnerships as a key part of our grantmaking—identifying like-minded philanthropic individuals and organizations with which to join resources, share ideas and strategies to generate much greater good than any one group could do on its own. We’ve seen firsthand the triumphs that can result from working together to move our community forward.

1995

The Foundation launches Building Our Community—a multi-year initiative to support neighborhoods, families, and children. Over the course of seven years, The Community Foundation made 227 grants totaling $1.7 million to 141 organizations and 48 individual artists.

1989

The Foundation receives a $200,000 grant from the National Endowment for the Arts and establishes the Art Ventures Initiative to support emerging artists and small arts organizations.

1991

Official name: The Jacksonville Community Foundation Board of Trustees Chair: Bob Shircliff

Official name: The Jacksonville Community Foundation Board of Trustees Chair: John D. Uible

Official name: The Jacksonville Community Foundation Board of Trustees Chair: J. Shephard Bryan

Official name: The Jacksonville Community Foundation Board of Trustees Chair: Lawrence DuBow

Vital Numbers

Vital Numbers

Vital Numbers

Vital Numbers

Total Assets

Total Assets

Total Assets

Total Assets

$6.3m Grants Awarded

$1.9m

14

and individual artists. It called for The Foundation to raise $100,000 a year in matching funds, a tall order since this would be the first instance where The Community Foundation—not individual donors—would control the grantmaking. The result: Art Ventures, which has endured and flourished, funding hundreds of artists and small arts organizations, and is now a mainstay of the cultural community.

Growing


With a challenge grant from the Jessie Ball duPont Fund, the Foundation launches its first Venture Philanthropy Initiative: “Promoting Interracial Cooperation and Understanding.”


$2.6m


$2.9m

1997

The Foundation receives a gift from the estate of Harold K. “Bud” Smith of $10 million—the largest gift to a Jacksonville nonprofit at that time.


$6.2m


15

Strengthening C

ommunity foundations are, by definition, placebased repositories for giving. And for most of us, our neighborhoods are where we have the strongest ties—where we live, raise our families, enjoy our leisure hours. But many of Jacksonville’s neighborhoods cry out for attention—they are not safe, they are not healthy for children and in too many cases, they are in serious decay. For nearly 20 years, The Community Foundation has trained its eye on issues in neighborhoods, and invested significant dollars to try and improve some of Jacksonville’s most needy areas.

In 1995, we launched Building Our Community—a multi-year initiative to support neighborhoods, families and children. Goals of the program included strengthening families with children, strengthening neighborhoods, encouraging conversations about community values and more. Our partners included religious organizations who knew the needs of the local communities and could provide neighborhood-based social services. Over the course of seven years, The Community Foundation invested $1.7 million in this worthy program.

1999 The Foundation invests $100,000 to help create LISC Jacksonville, a nonprofit that supports locally-based redevelopment of at-risk neighborhoods.

With a $5 million grant from the Jessie Ball duPont Fund, The Community Foundation and the Jessie Ball duPont Fund launch the Jessie Ball duPont Community Building Fund, a five-year initiative to build the capacity of child-serving nonprofit organizations through reflective practices.

Official name: The Jacksonville Community Foundation Board of Trustees Chair: J.F. Bryan IV


Vital Numbers Total Assets

1998


$5.6m

16


Partnering As it became clearer that a more holistic neighborhood strategy was needed, we joined with other, like-minded funders—such as the Jessie Ball duPont Fund and the Jaguars Foundation—to invite the national nonprofit Local Initiatives Support Corporation (LISC) to Jacksonville. We made our largest grant ever—$100,000—and LISC arrived in 1999 to assist and support community improvements in at-risk and deteriorating neighborhoods. Over the ensuing years, The Community Foundation has remained a stalwart supporter, and most importantly, provided LISC with critical seed money that has

enabled the organization to attract and leverage more than $150 million for its efforts. And the results are tangible—since its founding in Jacksonville, LISC has made $48 million in acquisition and construction loans in greater Jacksonville and is responsible for renovation or construction and sale of 287 homes and the rehabilitation of 1400 units of rental housing in underserved communities.

2001 1999

The Foundation creates the Philanthropic Initiative to educate the next generation of community leaders. The inaugural class of 15 members included Rushton Callaghan, Dan Rice, John Peyton and Deborah Pass.

The Foundation launches the Women’s Giving Alliance, a giving circle founded by Ann Baker, Doris Carson, Helen Lane, Delores Barr Weaver, and Courtenay Wilson. From an initial nucleus of a few dozen women, WGA has grown to more than 330 members and has made more than $3.6 million in grants to support women and girls in Northeast Florida.


Official name: The Community Foundation, Inc. Board of Trustees Chair: Bruce Bower

Vital Numbers

Vital Numbers

Vital Numbers

Total Assets

Total Assets

Total Assets


$6.1m


$6.1m


$7.1m


17

Collaborating S

ince its earliest days of grantmaking, The Community Foundation has been instrumental in helping donors make a difference not only for their own children, but the community’s children— in hopes that all our young people have a chance to grow and thrive. More than 20 years ago, we partnered with the City of Jacksonville to establish the Jacksonville Children’s Endowment Fund to support the growth of creative and efficient services to at-risk children under six years of age. In 1999, with a generous $5 million grant from The Jessie Ball duPont Fund, The Community Foundation and The Jessie Ball duPont Fund launched the Jessie Ball duPont Community Building Fund to build

the capacity of local child-serving organizations— that effort funded dozens of organizations so that they could explore how to serve their young clients more effectively. In 2004, an extraordinary gift of $25 million came from The Lucy Gooding Charitable Foundation Trust, advised by the Bryan family, to support issues that were important to Lucy Gooding during her lifetime, including a large focus on children. Today, in conjunction with The Chartrand Family Fund and other generous donors, we have a robust Field of Interest focused on young children that includes competitive grantmaking for initiatives

Leveraging targeted towards quality childcare, cognitive development, parental support, healthcare screenings and more. In 2005, we embarked on the most ambitious effort in our history—Quality Education for All, a ten-year commitment to improve public education in Duval County. Capitalizing on our role as convener, catalyst and funder, we reached out to the community, used data-driven research, and invested more than $2 million to jumpstart an end to the achievement gap. Nearly ten years

later, we have engaged thousands of citizens, funded vital research to spotlight where our efforts should be focused, and created the Jacksonville Public Education Fund, an independent nonprofit charged with using research to mobilize the community and advocate for quality education. Our efforts created Learning to Finish—a national drop-out prevention collaborative—and our graduation rates are rising. As a capstone to our efforts, and in partnership with a small group of deeply committed donors, we launched a $50 million Quality Education for All Advised Fund to create and cultivate great Duval County public school teachers and leaders.

2004 2002

The Suwannee Valley Community Foundation becomes the Foundation’s first affiliate fund. SVCF serves Columbia, Hamilton, Lafayette, Suwannee and Union Counties.

2002

The Foundation supports launch of the Nonprofit Center of Northeast Florida — an independent nonprofit support center serving the greater Jacksonville area.

The Foundation receives a $25 million gift from The Lucy Gooding Charitable Foundation Trust, the largest gift in the Foundation’s history, and the largest gift ever to a Jacksonville nonprofit organization. The Lucy Gooding Charitable Foundation Trust is advised by the Bryan family and focuses its support on organizations that provide essential services to children.

Official name: The Community Foundation, Inc. Board of Trustees Chair: Ann Baker

Official name: The Community Foundation, Inc. Board of Trustees Chair: Ann Baker

Official name: The Community Foundation, Inc. Board of Trustees Chair: William Scheu


Vital Numbers

Vital Numbers

Vital Numbers

Vital Numbers

Total Assets

Total Assets

Total Assets

Total Assets


$8.8m

18



$8.8m

2005

The Trustees and staff developed a comprehensive education initiative called Quality Education for All; the blueprint called for a 10-year, $2 million commitment on behalf of the Foundation.


$9.5m


$13.0m


19

Building T

he Community Foundation has not shied away from the difficult issue of race relations. When the Jessie Ball duPont Fund generously donated $400,000 in 1989 for “targeted grantmaking in response to emerging or existing community problems,” we established the Venture Philanthropy Initiative, choosing to tackle interracial cooperation and understanding. Many initiatives were targeted at students—pairing students and families from The Bolles School with their contemporaries at a familiesat-risk facility; establishing a multi-cultural youth network; and underwriting visual and performing arts efforts that highlighted the diversity of our community. Interestingly, when racial tensions flared a few years after the Venture Philanthropy Initiative was begun, the

Improving

Florida Times-Union cited 15 activities as evidence of positive race relations in the community—and 12 of the 15 had been funded by the Venture Philanthropy Initiative. We continue to provide support for lasting change in the community conversation about race. In 2006, we helped introduce Project Breakthrough: Changing the Story of Race in Jacksonville in conjunction with the Aspen Institute Roundtable on Community Change, the Jacksonville Human Rights Commission and OneJax. Project Breakthrough delved into the concept of ‘structural racism’ in our community. Together, we have engaged key leaders and ordinary citizens to try and discover how to level

the playing field so that our entire community can move forward together. We support this work through grants in leadership development, education and media/ communications, and we are committed to continue to support these endeavors over the long term. One of our goals is also to support and nurture AfricanAmerican philanthropy. The Community Foundation is home to the Eartha M.M. White Legacy Fund, Jacksonville’s first major African-American philanthropy. Eartha Mary Magdalene White and her mother, Clara White, established a soup kitchen and later a nursing home for elderly African-Americans. Eartha became a successful businesswoman, and the first female employee of the Afro American Life Insurance Company. When the

Eartha White Nursing Home was sold in 2003, the assets from the sale were used to establish the Eartha M.M. White Legacy Fund at The Community Foundation. The Fund has an Advisory Board which recommends grants with the goal of stimulating philanthropy in the African American community. It also established an endowment for the Clara White Mission to provide stable resources in perpetuity.

2008 2005

2006

The Community Foundation was selected as Jacksonville’s sponsoring organization for Learning to Finish—a program focused on increasing the graduation rate in Duval County Public Schools.

2007


Official name: The Community Foundation, Inc. Board of Trustees Chair: The Honorable Harvey Schlesinger

Official name: The Community Foundation, Inc. Board of Trustees Chair: The Honorable Harvey Schlesinger

Vital Numbers

Vital Numbers

Vital Numbers

Vital Numbers

Total Assets

Total Assets

Total Assets

Total Assets

The Eartha M.M. White Legacy Fund, Jacksonville’s first major African-American philanthropy, was launched. Since inception, the fund has made more than $580,000 in grants, and has more than $1.5 million in assets.

$118.2m

20

Senior to Senior Fund is established with a generous $100,000 lead gift from J. Wayne and Delores Barr Weaver, with major contributions by Ann Baker, John Uible, Jim and Joan Van Vleck and David Stein. The fund helps senior citizens in Duval, Nassau, Baker, Clay and St. Johns Counties with cash assistance to support basic needs, and is administered by ElderSource. The success of the fund prompted the Weavers to endow the Senior to Senior Fund in 2009.

$132.5m

Grants Awarded

Grants Awarded

$13.0m

$14.1m


Provided the major local support for Project Breakthrough to address structural racism; The Community Foundation contributed $120,000 to OneJax over five years to sustain the initiative.

Official name: The Community Foundation, Inc. Board of Trustees Chair: Dan Rice


$23.9m


$16.5m


21

Investing T

he challenges of elder adults resonate with many donors, some of whom have created permanent funds for both the relief and the enjoyment of aging citizens in our community. Twenty years ago, through the generosity of Grace H. Osborn, we were able to establish a field of interest fund for aging adults, and it was expanded by the I.R. Bowen and Katharine H. Bowen Fund in 2003. Our work in this area took a giant leap forward when philanthropists and former NFL Jacksonville Jaguars’ owners Wayne and Delores Barr Weaver created The Senior to Senior Fund in 2007, and their subsequent creation of an endowed fund to support this work in perpetuity. By collectively using these resources

Inspiring

to address issues and expand opportunities, grants are available for widely diverse needs and new opportunities to serve this population. At one end of the spectrum is basic relief, which we provide through a grant to ElderSource, our local area Agency on Aging: everything from funding home repairs, help with medical bills, applications for benefits, the purchase of therapeutic devices and emergency cash assistance. But we also looked out to the horizon, and helped create a Senior Roundtable—senior-serving organizations which come together regularly to share concerns, identify needs and collaborate on opportunities.

Most recently, we’ve been instrumental in the support for building a Senior Services Coordination Map—a dynamic, online resource that will be invaluable to older adults, as well as their caregivers and service providers. Optimizing community infrastructure to provide greater benefit to recipients has permeated much of our work, and nowhere is that more evident than the emphasis we have put on building nonprofit organizations’ capacity. The Community Foundation has been a stalwart supporter of The Nonprofit Center of Northeast Florida since it was created in 2002, highlighted by our work in

supporting an initiative known as ‘Moving Forward Together’ in 2012. Largely through a generous grant by The Jessie Ball duPont Fund, we were able to help The Nonprofit Center—and their more than 200 members in the five county area—with support for coordinated communications, networking, innovative tools and increased organizational capacity. This initiative gave rise to The Link, an online platform that provides data, maps, links and resources on the nonprofit sector in Northeast Florida. Here too, we supported the creation of a coordinated interactive online map where viewers can identify local nonprofits and sort by zip code, program area, or legislative district.

2009

Based on the research associated with its Quality Education for All initiative and the learnings of its 18-month community listening project, “Forum on Quality Education,” The Community Foundation established the Jacksonville Public Education Fund. JPEF is an independent nonprofit that works to connect research with a civic voice to advocate for high-quality public schools for all Duval County children.

2010

The Art Ventures Fund marked its 20th year in 2010. Over two decades, more than $630,000 was invested in the work of 91 individual artists and 30 small arts organizations.

2012

J. Wayne and Delores Barr Weaver move the Weaver Family Foundation to The Community Foundation; Delores Barr Weaver opens largest Donor Advised Fund ($50 million) in The Community Foundation’s history.

2012

The Link, an online platform for local nonprofits, is launched through The Nonprofit Center, funded in part by a grant from The Community Foundation.

Official name: The Community Foundation, Inc. Board of Trustees Chair: Dan Rice

Official name: The Community Foundation, Inc. Board of Trustees Chair: Cindy Edelman

Official name: The Community Foundation, Inc. Board of Trustees Chair: Paul Perez

Official name: The Community Foundation, Inc. Board of Trustees Chair: Paul Perez

Vital Numbers

Vital Numbers

Vital Numbers

Vital Numbers

Total Assets

Total Assets

Total Assets

Total Assets

$141.8m

$153.7m

Grants Awarded

Grants Awarded

$20.4m

$17.6m

22



$31.1m


$31.1m


23

Leading A

hallmark of The Community Foundation is being able to make funding decisions that transcend the commotion de jour; instead, we have the luxury of looking out further for lasting effect. More than half of our funds are endowed, meaning the resources to address issues and opportunities will be there in perpetuity. Therefore, our investment philosophy—both in terms of our growing assets and making grants—is based on ensuring sustainability of the effort. In some cases, we’ve helped create and support a new entity that will be able to carry on the work, like the Jacksonville Public Education Fund and

2013

The Community Foundation announces plans for a $50 million Quality Education for All fund to provide direct support for excellence in teaching and leadership within Duval County Public Schools. Official name: The Community Foundation for Northeast Florida Board of Trustees Chair: Paul Perez

The Nonprofit Center of Northeast Florida. In other cases, like the Women’s Giving Alliance and Art Ventures Fund, we’ve helped donors understand the value of endowing their funds to make sure their efforts don’t diminish over time. And we are eager to add to the list of dozens of deserving nonprofits who have agency and designated endowments established with The Community Foundation. These are the vehicles through which the thoughtful work of the donors to The Community Foundation for Northeast Florida will continue to do good, forever.

Total Assets


$36.1m


P

rofessional Advisors are a vital partner in The Community Foundation’s work. We have developed relationships with many of Northeast Florida’s most knowledgeable attorneys, bankers, CPA’s and financial advisors who understand the unique role that The Community Foundation can play in their client’s financial and philanthropic planning. We regularly collaborate with these trusted advisors to suggest charitable giving strategies that will help their clients actualize their philanthropic goals while also achieving their financial, personal, and business objectives.

Donald Wright Esq.

2014

The Community Foundation for Northeast Florida celebrates 50 years of Giving Back | Giving Forward. Now recognized as the oldest and largest community foundation in Florida, we have total assets of $297 million and have awarded $278 million in grants since inception. Official name: The Community Foundation for Northeast Florida Board of Trustees Chair: William D. Brinton

Vital Numbers

24

Trusted Partners

Vital Numbers Total Grants Awarded Since Inception

$278.6m

Rogers Towers, PA Chair, Downtown Council

Kristen Drake Esq. The Law Office of Kristen D. Drake, P.A. Chair, Amelia Island Council

To bring even more value to those relationships, we bring these dedicated advisors together at a minimum of four times a year so that we can share ideas and offer new insights into the changing world of philanthropic giving. Our Professional Advisory Councils meet in downtown Jacksonville, the Beaches, Amelia Island and St. Augustine. If you’d like more information about our Professional Advisory Councils, contact John Zell at jzell@ jaxcf.org or (904)356-4483.

Clay B. Tousey Esq.

Tance E. Roberts Esq.

Fisher, Tousey, Leas & Ball, P.A. Chair, Beaches Council

Clark & Roberts, PLC Chair, St. Augustine Council

New Website Design The Community Foundation is excited to present a new look for its website: www.jaxcf.org. We believe the re-design will make it easier for donors to interact with The Community Foundation, and give us a better platform to engage members of the greater community. Best of all, The Community Foundation’s new website has been optimized so that information displays appropriately on whatever device you are using: computer, tablet or phone.

2013WWW.JAXCF.ORG REPORT TO THE COMMUNITY

25

Funds at the Foundation as of December 31, 2013 UNRESTRICTED FUNDS

HEALTH

Lois and Donald Cottrell Endowment Fund 1982 A.D. Davis Family Advised Fund - Lee Davis 1994 First Guaranty Bank & Trust Company Endowment 1991 Bernard V. Gregory Endowment Fund 1997 Independent Life Insurance Company Endowment 1995 Brady S. Johnston Charitable Fund 1987 Kathryn and Richard Kip Endowment Fund 1997 Thomas M. Kirbo and Irene B. Kirbo Charitable Trust 1990 Nancy Hazard McCreight Memorial Fund 1982 Frank and Ann McGehee Endowment 1997 Marian J. and Gordon A. Roberts Fund 2005 Kathy Rude Charitable Fund 1983 Norwood H. and Mary Elizabeth Sandifer Endowment Fund 1986 A. L. and Ruth S. Shantz Trust 1981 Harold K. Smith Charitable Fund 1997 Jay and Deanie Stein Unrestricted Fund 2011 The Community Endowment Fund 2005 The Community Foundation President’s Discretionary Fund 1993 John D. and Mary Jane Uible Endowment 1991 Venture Philanthropy Endowment Fund 1990 Arthur L., Jr. and Angela H. Williams Fund 1993

Kenneth H. Millar, Jr., Memorial Fund (visually impaired children) 1993 Byon Morris Charitable Fund (men diagnosed with alcoholism) 1992 Esther Pope Memorial Endowment (persons diagnosed with or affected by HIV/AIDS) 1989 INDIGENT

FIELD OF INTEREST FUNDS AGING ADULTS I. R. Bowen and Katherine H. Bowen Fund 2003 Grace H. Osborn Endowment 1994 J. Wayne and Delores Barr Weaver Senior to Senior Endowment 2009 THE ARTS Art Ventures Endowment Fund 1990 J. Shepard, Jr. and Mary Ann Bryan Arts Endowment 2000 Dr. JoAnn Crisp-Ellert Fund 2007 Independent Life Minority Arts Award Fund 1992 Anne and Sallyn Pajcic Art Ventures Endowment 2011 Alynne Sharp Art Fund 2012 CHILDREN Jacksonville Children’s Endowment 1993 EDUCATION Peyton Early Literacy Endowment 2007 Quality Education For All Fund 2005 The RALLY JACKSONVILLE! Fund 2005 Quality Education for All Endowment Fund 2013 26


Donald and Terri McIntire Fund 2006 Simon J. Peabody Fund 1997 Robert T. Shircliff Discretionary Grantmaking Fund 1988 NEIGHBORHOOD DEVELOPMENT Bank of America Neighborhood Endowment Fund 1999 Jacksonville Neighborhood Endowment Fund 1998 NONPROFIT CAPACITY Jessie Ball duPont Reflective Practice Endowment Fund 2007 Reflective Practice Fund 2007 WOMEN & GIRLS WGA Pooled Grantmaking Fund 2002 Women’s Endowment Fund 2001 Sybil Barnett Ansbacher Women’s Giving Alliance Endowment 2011 Ann McDonald Baker Women’s Giving Alliance Endowment 2010 Nancy Chartrand Women’s Giving Alliance Endowment 2010 Dorothy S. Dorion Women’s Giving Alliance Endowment 2013 Barbara J. Drake Women’s Giving Alliance Endowment 2011 Cynthia G. Edelman Women’s Giving Alliance Endowment 2013 Doris Sussman Goldstein Women’s Giving Alliance Endowment 2012 Margaret Gomez Women’s Giving Alliance Endowment 2012 Barbara Hicklin Harrell Women’s Giving Alliance Endowment 2010 Janet S. Healy Women’s Giving Alliance Endowment 2013 Lindsay D. Helms Women’s Giving Alliance Endowment 2012 Bold = New funds in 2013

Funds at the Foundation as of December 31, 2013 Helen Murchison Lane Women’s Giving Alliance Endowment 2010 Sherry Murray Women’s Giving Alliance Endowment Fund 2010 Joan W. Newton Women’s Giving Alliance Endowment 2013 Susan Remmer Ryzewic Women’s Giving Alliance Endowment 2010 Helen Short Women’s Giving Alliance Endowment 2011 Laine S. Silverfield Women’s Giving Alliance Endowment 2012 Linda B. Stein Women’s Giving Alliance Endowment 2013 Julia Taylor Women’s Giving Alliance Endowment 2010 Marion E. Tischler Women’s Giving Alliance Endowment 2013 Joan Amery Van Vleck Women’s Giving Alliance Endowment 2010 Kim Ward Women’s Giving Alliance Endowment 2013 Delores Barr Weaver Women’s Giving Alliance Endowment 2011 Tracey Westbrook Women’s Giving Alliance Endowment 2013 PUTNAM COUNTY Frank V. Oliver, Jr. Endowment 2010 ORGANIZATIONAL ENDOWMENTS 100 Black Men of Jax. Bernard V. Gregory-Scholarship Fund 1997 The Arc Jacksonville Endowment 2003 Attending Staff Foundation Endowment Fund 1990 Barnabas Center Endowment 1989 Boys and Girls Club of Northeast Florida Endowment 1991 The Cultural Council of Greater Jacksonville Endowment Fund 1999 Douglas Anderson School of the Arts Endowment 1989 Florida Council on Economic Education Jacksonville Endowment 2009 Florida Theatre General Endowment Fund 1999 Florida Theatre Preservation Fund 1993 Gateway Girl Scout Council Endowment Fund 1996 Greenscape of Jacksonville, Inc. Endowment Fund 1992 HandsOn Jacksonville, Inc. Training and Education Fund 1990 Jacksonville Public Education Fund Endowment 1991

Jacksonville Symphony Association Endowment Fund 2009 Jacksonville Volunteer Lifesaving Corps Second Century Fund 2013 Junior League of Jacksonville, Inc. Endowment 1997 The L.S.S. Endowment Trust 1989 Museum of Science and History of Jacksonville General Endowment 1994 Ralph and Elizabeth Mundell Endowment 2007 Nonprofit Center of Northeast Florida Endowment 2010 Pine Castle Endowment 1990 Planned Parenthood of North Florida in Support of Men’s Health 2011 Planned Parenthood of North Florida Endowment in memory of Dr. Doris Carson 2000 St. Johns River Legacy Endowment 2012 St. Vincent’s Medical Center Endowment 1989 Tree Hill Endowment 1991 United Way of Northeast Florida, Inc. Endowment Fund 1991 Very Special Arts Florida-Jacksonville Fund 1994 Voices for Children Endowment 2007 Christy Birong Youth Leadership Jacksonville Endowment Fund 1990 DESIGNATED ENDOWMENTS Frank Barker Memorial Fund 2006 Barnabas Endowment Fund 2013 Beavers/Burt Endowment Fund 1998 Fund to Honor the Marriage of Gilchrist Berg & Amy Margerum 2013 Kitty R. Berry Memorial Fund 1991 Betty Griffin House Endowment 2007 Blanchart Family Endowment Fund 2011 Blanchart Family Endowment Fund for L’Arche Harbor House 2011 Mary and Bruce Bower Alexis de Tocqueville Endowment 2000 G. Howard Bryan Endowment Fund 2006 Shep and Mary Ann Bryan Endowment / Daughters of Charity 1999 Shep and Mary Ann Bryan WJCT Endowment Fund 2001 Lillian I. Cannon Endowment for The Bridge 2010 Cathedral Arts Project Endowment 2013 Citizens for a Scenic Florida Endowment Fund 1999 The Clara White Mission, Inc. Endowment Fund 2006 W. Earle and Phyllis Collins Crank Memorial Endowment 1995 Community Appearance and Scenic Enhancement Fund 1999 Community Connections Endowment 2007 The Community Foundation for Northeast Florida Operating Endowment 2013 Community Hospice Patient Care Endowment 2007 2013 REPORT TO THE COMMUNITY

27

Funds at the Foundation as of December 31, 2013 Comunita Cenacolo America Endowment 2007 Continental Societies Inc., Jacksonville, FL Chapter Endowment Fund 2006 Robert D. and Isabelle T. Davis Endowment 2009 Douglas Anderson School of the Arts Fellowship Endowment 2007 Dreams Come True Client Dreams Endowment 2007 Dreams Come True Endowment Fund 1992 The Endowment for Clara White Mission 2007 The Endowment for The Bridge of Northeast Florida 2007 The Endowment for WJCT 2007 Gateway Community Services Transitional Housing Endowment 2007 Dr. Maurice H. Givens and Dr. David E. Rogers Fund 1992 R.E. and J.M. Gray Fund 2000 Greenwood School Endowment Fund 2005 James Hehn Memorial Endowment Fund 1996 M. Clare Herald Endowment Fund 2010 David M. and Ann C. Hicks Tocqueville Endowment 2008 Hope Haven Client Scholarship Endowment 2007 Bruce and Judy Homeyer Fund for Excellence in Nursing 2013 Hubbard House Endowment 2007 Hubbard House Endowment Fund 1990 Jacksonville Children’s Chorus Chorister Scholarship Endowment 2007 Jacksonville Health Education Program Borland Library Fund 1992 The Jacksonville Symphony Endowment 2012 JCCI Jax 2025 Fund 2012 Archie O. and Marian Z. Jenkins Designated Fund 2013 Jewish Community Alliance Endowment 1995 Jewish Family & Community Services Endowment 2007 Valdemar Joost Kroier Endowment Fund 1986 Valdemar Joost Kroier Endowment Fund II 1990 Albert and Viola Kissling Endowment Fund 1990 Lamp of Jesus Endowment Fund 1979 Helen and Edward Lane Alexis de Tocqueville Endowment Fund 1997 Helen and Edward Lane Endowment Fund 1997 Helen and Edward Lane Endowment Fund II 1997 Helen and Edward Lane Endowment Fund III 1998 Mary J. Lindsley Fund 1992 Eleanor and Wilford Lyon WJCT Endowment 2000 Ruth Townsend Manning & Sallie Townsend Benson Endowment Fund 1998 James L. Mathas Foundation 2011 Jane Atherton Mawdsley Fund 1992 Mayse-Turner Fund for Anglican Hymnody 2008 Mayse-Turner Fund for Public Performance of Classical Music 2008 Nancy M. McDonald Endowment 2005 Delia H. and Thomas R. McGehee Endowment Fund 1989 Nadia Lamb Mead Endowment 1995 28


Micah’s Place Endowment 2007 Mary Elizabeth Uible Morris Unrestricted Endowment/Bolles 2000 Frank V. Oliver, Jr. Fund for Putnam County Bread of Life 2010 Frank V. Oliver, Jr. Fund for Putnam County Elfs for Kids 2010 Frank V. Oliver, Jr. Fund for Putnam County Gator Club 2010 Frank V. Oliver, Jr. Fund for Putnam County Humane Society 2010 Frank V. Oliver, Jr. Fund for Rodeheaver Boys Ranch, Inc. 2010 Frank V. Oliver, Jr. Fund for St. Johns River State College 2010 One Jax Endowment 2007 PACE Center for Girls Jacksonville Endowment 2007 Quigley House Endowment 2007 Richard A. Reid / First Guaranty Memorial Fund 2002 Robert E. Lee High School Alumni Association Fund 2010 Ronald McDonald House Endowment 2007 Robert T. and Carol R. Shircliff Charitable Endowment 1988 Harold K. Smith Charitable Fund for Designated Grants 1997 Harold K. Smith Playhouse Endowment 1995 I.M. & Hazel J. Sulzbacher Endowment for the I.M. Sulzbacher Center 2004 I. M. Sulzbacher Center for the Homeless Endowment 2007 John D. and Mary Jane Uible Endowment/MOSH 1998 John D. & Mary Jane Uible Endowment/Ronald McDonald House 1998 Joan Amery Van Vleck Fellowship Fund 2011 George Varn Endowment for the Museum of Science & History 1993 Volunteers in Medicine Endowment 2007 Cornelia and Olin Watts Endowment Fund 2000 Webb Center Endowment 1991 We Care Jacksonville Endowment 2007 Jay T. and Ruth Lucile Winn Endowment 2011 Winston Family Art Ventures Endowment Fund 2011 Women’s Center of Jacksonville Endowment 2007 AWARD FUNDS Rachel Aides Scholarship Fund 2012 Douglas Anderson Teacher of the Year Award 1995 Independent Life C.G. Snead/J.F. Bryan, III Memorial Award 1996 Thad M. Moseley Endowment for Surgical Teaching 1996 Gary Smalley Memorial Fund 1999 USS Monterey Fund 1990 Wells Fargo Scholarship Fund 2000 Bold = New funds in 2013

Funds at the Foundation as of December 31, 2013 SCHOLARSHIP FUNDS Willard O. Ash Endowment Fund 1994 Leslie Baker Memorial Endowment 1998 George Ballis Scholarship Endowment 2005 Bryan-Gooding Bethune Cookman Nursing Scholarship Endowment 2010 Zoe Gaudet Scholarship Fund 2006 John Hellbach Memorial Fund 2010 William O. and Elizabeth G. Inman Scholarship 1989 Jim and Linda King Scholarship Fund 2010 Kraft/Moore Family Scholarship Fund 1993 Benjamin William Lowe, Jr. Memorial Scholarship Fund 2007 Leonard Lee & Margaret Cox McLucas Athletic & Scholar Award 1991 Talona Mae & Fred William Melber Episcopal Scholarship Fund 2005 Byon M. Morris Charitable Fund II 1992 Emily B. Paulk Scholarship Fund 1992 James Thomas Pickren Memorial Scholarship Fund 2002 The Dorothea B. Shaw Scholarship Fund 2007 Gabe B. Summers Scholarship Fund 1993 St. Mark’s Episcopal Day School Scholarship Fund 1989 Uptown Civitan Scholarship Award Fund 2000 William Walker and John W. (Train) Anderson Scholarship Fund 1980 The Anina M. Walter Scholarship Fund 1993 Nan Parker Williams Scholarship Fund 2008 Burgman Winston Youth Orchestra Scholarship Fund 2004 Winston Family YMCA Campership Endowment 2007 ADVISED FUNDS Christopher and Letitia Aitken Family Fund 2012 Norm and Ann Anderson Family Fund 2013 Appreciation of Christ Fund 2008 G. Turner Ashby Memorial Fund 2006 Atkerson Family Fund 2001 The Azalea Fund 2007 Bailys/Rein Family Charitable Fund 2005 Ann McDonald Baker Family Foundation 2003 Martha and Tom Baker Family Fund 2013 Dr. Roy M. and Audrey Baker Family Foundation 1997 Ball Family Fund 1998 Christopher and Elizabeth Ball Advised Fund 2008 Hilton and Butler Ball Charitable Fund 2008 Norma S. and Hayes Basford Advised Fund 1998 Michael and Rebecca Bates Advised Fund 1997 L. Andrew and Janie S. Bell Fund 1995 Art and Anne Boccieri Advised Fund 2012 Buford L. Bowen Charitable Fund 2013 Leslie Jane Brinton Fund 2008 William D. and Catherine O. Brinton Advised Fund 1997

G. Howard Bryan Advised Fund 2007 J.F. Bryan, IV Fund 1996 Peggy and J.F. Bryan Advised Fund 1999 Doris N. Carson Foundation for Family Planning & Women’s Health 1992 Arch W. and Lo B. Cassidy Advised Fund 1993 Angelo and Olivia Cavallaro Advised Fund 1998 The Chartrand Family Fund 2013 Gary Chartrand Advised Fund 2006 Gary and Nancy Chartrand Advised Fund 2013 Jeff Chartrand Advised Fund 2010 Nancy Chartrand Advised Fund 2011 Ed and MaryAnne Cipperly Seeds of Promise Endowment and Fund 2006 Robert M. and Ann H. Clements Fund 2012 Fran Coker Memorial Educational Fund 2009 Community Safety Net Fund 2008 Cora Lee Cuff Fund 2010 Current Family Advised Fund 2013 A.D. Davis Family Advised Fund 1994 Florence N. Davis Family Advised Fund 1995 Robert D. and Isabelle T. Davis Family Advised Fund 2009 Ed and Susan Doherty Advised Fund 2012 Drake Family Advised Fund 2011 Drummond/Falconetti Charitable Trust 2000 DuBow Family Advised Fund 1997 Jessie Ball duPont Disaster Relief, Recovery and Rebuilding Fund 2011 The Jessie Ball duPont Port St. Joe Capacity Building Fund 2007 Deborah Pass Durham Fund 2013 Edelman Family Advised Fund 2007 Emerald Coast Theatre Fund 2012 Environmental Restitution Fund 1997 Eternal Difference Foundation Fund 2008 A. Ross and Cora B. Evans Advised Fund 1998 Eveleigh Trust Fund 2003 Dr. Ronald P. Evens Fund 2003 Michael W. and Linda M. Fisher Advised Fund 2003 Florida Blue Community Fund 2002 Florida Blue Foundation Fund 2006 The Florida BrAIve Fund 2008 Ginger & Gregory Forbes Charitable Foundation Fund 2005 David and Bonnie Foster Advised Fund 2008 Ralph K. Frasier and Jeannine M. Quick-Frasier Advised Fund 2012 Mike and Crystal Freed Fund 2009 Friends of the Jacksonville Symphony Fund 2007 Meredith and Mark Frisch Advised Fund 2011 Eleanor J. Gay Advised Fund 2010 Geddes Family Advised Fund 2013 Gen W Now Fund 2013 Sheriff Nat Glover Endowment 1995 2013 REPORT TO THE COMMUNITY

29

Funds at the Foundation as of December 31, 2013 Margaret Gomez Advised Fund 2012 The Gooding-Bell Endowment 2005 The Henry and Lucy Gooding Endowment 2004 Alex and Caroline Graham Charitable Fund 2012 Alex and Caroline Graham Family Endowment 2012 C & H Graham Family Fund 2013 Iva and Gene Gray Memorial Endowment 2000 Renee Haas and John W. Westman Charitable Fund 2004 Hatcher Endowment 1991 Hayes Family Charitable Giving Fund 2005 Robert W. and Lindsay D. Helms Advised Fund 2000 Reedy and Philip Hickey Advised Fund 2011 William J. Hicklin, Jr. Advised Fund 1994 Robert and Margaret Hill Advised Fund 2011 Bruce and Judy Homeyer Charitable Fund 2003 Marshall Horowitz Memorial Fund 1992 Patricia M. Houlihan and Richard G. Skinner, III Fund 1998 Howell Family Endowment 2010 Nina Hunter Advised Fund 2010 Floyd K. Hurt Fund 1996 Hyman Family Advised Fund 1999 Jacksonville Bar Foundation 2001 Jacksonville Visual Enhancement Fund 1998 Jennifer’s Hope Fund 2012 Cyrus M. Jollivette Charitable Fund 2006 Raphael M. and Molly Kelly Family Advised Fund 1989 Morton A. and Delores Kesler Foundation 1998 Krosnick Family Charitable Fund 2000 Krueger Family Charitable Fund 1994 Mr. and Mrs. Anthony S. Kurlas Family Advised Fund 2011 Mr. and Mrs. Anthony S. Kurlas Family Endowment 2011 Allen and Sharon Lennon Advised Fund 2012 LGBT Community Fund 2013 Wilford C., Jr. and Eleanor P. Lyon Advised Fund 1997 Mac Papers Fund 1980 Sarah Ball Mason Advised Fund 2009 Julia Munroe McArthur Charitable Foundation 1992 Marjorie and Patrick McEnerney Foundation 2001 Charles C. and Scott L. McGehee Fund 2006 Mac and Terri McGehee Fund 1987 Sutton and Debbie McGehee Advised Fund 2013 W.A. and Elizabeth McGriff Fund 1996 Merrill Lynch Employees’ Philanthropic Endowment 2012 Merrill Lynch Employees’ Philanthropic Fund 2010 Miller Bower Family Trust 1997 MKM Fund 2005 James and Anne Moseley Advised Fund 1999 Linda Crank Moseley Advised Fund 1994 Henry G. & Marguerite Motes Advised Fund 1983 Nasrallah Family Advised Fund 2006 Evelyn H. Nehl Fund in Memory of John Steven (Jackson) Hughes 2000 Tom Nehl Fund 1993 30


Neil Neighborhood House Auxiliary of St. Augustine, Fl Advised Fund 2009 Duane L. Ottenstroer Charitable Fund 1993 The Ottenstroer Charitable Trust 1993 Patty’s Whimsical Fund 2010 Timothy D. Payne Advised Fund 2011 Danielle Payne Advised Fund 2011 Paul Perez Advised Fund 2011 Phanstiel Family Advised Fund 2007 David L. and Deborah P. Pierson Advised Fund 1996 Poli Family Foundation Fund 2008 Price Family Advised Fund 2007 Quality Education for All Advised Fund 2013 Deborah Hicks Quazzo Charitable Fund 2012 The Charles E. and Dianne T. Rice Family Donor Advised Fund 2008 C. Daniel and Julie F. Rice Donor Advised Fund 2004 Rein Family Charitable Fund 1993 Reinhold Family Foundation Matching Gift Program 2000 Remmer Family Foundation Fund 2012 Steve and Dotty Risley Foundation 1999 Riverside Hospital Foundation Charitable Fund 1993 Robbins Nest Advised Fund 2013 Charlotte Haynes Robuck Endowment Fund 1998 The Rogaski Family Advised Fund 2011 Rogers Towers Charitable Fund 2004 Liz Rosenfeld Legacy Fund 2012 Nina and Neal Roth Advised Fund 1985 Remmer Ryzewic Advised Fund 2007 San Martin Family Advised Fund 2007 Judge Harvey and Lois Schlesinger Family Fund 2007 Ryan A. Schwartz Advised Fund 2009 Henry and Betty Seissler Memorial Fund 2007 Robert T. and Carol R. Shircliff Advised Fund 2012 Silverfield Family Fund 2012 Sisisky Family Foundation Fund 1988 Richard G. and Ann F. Skinner Advised Fund 1981 Stanton College Preparatory School Fund 2008 David A. Stein Charitable Trust 1993 Brooke and Hap Stein Fund 1997 Beth Jarman Sumner Family Foundation Fund 2004 The Anne Elizabeth Suratt Advised Fund 2000 C.D. Towers, Jr. and Katy W. Towers Advised Fund 2013 John B. Towers Advised Fund 1986 Susan and Jim Towler Charitable Fund 2004 Tremonti Charitable Fund 1994 John D. and Mary Jane Uible Foundation 1989 Frank D. Upchurch, III and Katherine Upchurch Fund 2013 James and Joan Van Vleck Advised Fund 1998 George and Mary Elizabeth Varn Charitable Fund 1978 W. Lester and Marjorie Varn Charitable Fund 1978 Bold = New funds in 2013

Funds at the Foundation as of December 31, 2013 The Ralph N. Walter and Anina M. Walter Charitable Trust 1991 Theodora D. and William H. Walton, III Advised Fund 2012 Alfonzo G. Washington, Sr., African-American Leadership Fund 2004 Mary V. and Frank C. Watson Advised Fund 1999 Weaver Family Foundation Fund 2012 Delores Barr Weaver Fund 2012 J. Wayne & Delores Barr Weaver (VETS) Fund 2012 Wade and Tracey Westbrook Family Advised Fund 2009 WGA - Girls in the Juvenile Justice System 2007 Eartha M.M. White Charitable Fund 2003 Eartha M.M. White Legacy Fund 2004 Carlyn B. Winge Memorial Foundation 1997 Sophie and Joe Witten Advised Fund 1996 Womens’ Giving Alliance 2002 Chris Wood Family Advised Fund 2009 YellowDog Advised Fund 2010

Anonymous 2010 Anonymous 2012 Anonymous 2012 SUWANNEE VALLEY FUNDS Helen Davis Brown Endowment Fund 2009 Campbell Park Endowment 2006 Columbia County Senior Services, Inc. Endowment Fund 2011 Robert and Elizabeth Haven Fund 2010 James H. Montgomery Suwannee Valley Endowment 2004 Marion C. Persons Charitable Fund 2003 Marion Carson Persons Charitable Fund 2007 Rotary Club of Lake City Endowment Fund 2001 Suwannee Valley Community Foundation Unrestricted Endowment 2005 Suwannee Valley Grantmaking Fund 2005 United Way of Suwannee Valley Endowment Fund 2010

The Community Foundation for Northeast Florida: Staff Seated, left to right: Amy Crane, Program Director; Yan Cumper, CPA, Controller; John Zell, Vice President, Development; Nina Waters, President; Carol Nieves, Grants Manager; Salome Kabaki, Interim Assistant; Grace Sacerdote, CPA, Executive Vice President and CFO. Standing, back row, left to right: Jackie Werner, Senior Accountant; Kathleen Shaw, M.ED., Vice President, Grantmaking; Katie Patterson, MPP, Program Officer; Mark LeMaire, MA, Program Director; Christina Fleck, Executive Assistant; Latrice Wright, Administrative Assistant; Denys Zayets, Graphic Designer and Website Coordinator; Joanne Cohen, J.D., Vice President, Philanthropic Services; Susan Datz Edelman, Vice President, Strategic Communications. 2013 REPORT TO THE COMMUNITY

31

2013 Discretionary Grants

FIELD OF INTEREST – EARLY CHILDHOOD SECOND HARVEST OF NORTHEAST FLORIDA – $3,100 to support Health Begins Before Birth, an expansion of a pilot program providing nourishment for mothers and nutrition for babies at UF Health Jacksonville. Funding from the Jacksonville Children’s Endowment

QUALITY EDUCATION FOR ALL INITIATIVE JACKSONVILLE PUBLIC EDUCATION FUND – $170,500 for operational support; for learning and networking opportunities to develop grantmaking capacity and membership to grantmaking associations and conferences; to support an Agency Fellow to participate in the Strategic Data Project through the Center for Education Policy Research at Harvard University; and, through the Knight Foundation, to create an interactive tool for tracking public school funding. THE COMMUNITY FOUNDATION FOR NORTHEAST FLORIDA – $79,000 for convening and sponsorships related to The Community Foundation’s education work, the Florida Alliance for the Arts Education Symposium and the I’m a Star Foundation; for staffing and consulting to coordinate the QEA Steering Committee and work with the Bridgespan Group to facilitate the development of an investment plan for the Quality Education for All (QEA) Fund, and for membership dues to education grantmaking associations, and travel to conferences and site-visits. Funding from the Quality Education for All (non-advised) Fund and the Jay and Deanie Stein Unrestricted Fund

STRENGTHENING THE NONPROFIT SECTOR JCCI – $40,000 for JAX 2025 Year One implementation. THE NONPROFIT CENTER – $52,500 to increase public awareness and advocacy to support nonprofits and nonprofit collaborations. Funding from the A.D. Davis Family Advised Fund, the Reflective Practice Fund and the JCCI JAX 2025 Fund, which received a $20,000 contribution from the Jessie Ball duPont Fund

ENVIRONMENT TIMUCUAN TRAIL PARKS FOUNDATION – $10,000 to grow the volunteer program and fund-raising/membership Funding from the Harold K. Smith Charitable Fund

FIELD OF INTEREST – AGING ADULTS ELDERSOURCE – $150,000 to aid seniors in crisis THE NONPROFIT CENTER OF NORTHEAST FLORIDA – $26,631 for an online Senior Services Coordination Map. COMMUNITY HOSPICE – $2,500 to help support the expansion of two Caregiver Workshops in the northwest quadrant of Jacksonville. HART FELT MINISTRIES – $1,500 to provide Christmas Stockings to 150 frail seniors. 32


LEND AN EAR OUTREACH, INC. – $2,500 to provide hearing aids to seniors with limited or no means to pay. OSHER LIFELONG LEARNING INSTITUTE (OLLI) at UNF – $2,500 to fund the purchase of audio equipment to help assist older student learners in the classroom. The project will serve OLLI members with age-related hearing loss. SENIOR LIFE FOUNDATION, INC. – $2,500 for the “Saving Our Seniors Energy” program, which repairs or replaces broken appliances and fixtures to lower energy consumption for low-income Duval County seniors. STEIGELMAN AND ASSOCIATES – $7,200 to provide professional facilitation to The Senior Roundtable, a collaboration of senior serving organizations which identifie issues facing seniors and forms strategies to create positive change. NE FLORIDA AGENCY ON AGING – $2,500 for SAGES Coalition to purchase pill boxes for aging adults. Funding from the Senior to Senior Fund, I.R. Bowen and Katherine H. Bowen Fund, Grace H. Osborn Endowment, and the Harold K. Smith Charitable Fund

FIELD OF INTEREST – ARTS Art Ventures Fund Individual Artists JENNIFER CHASE – $3,499 CRYSTAL FLOYD – $3,500 LIZ GIBSON – $3,500 JAMAL JONES – $3,500 LILY KUONEN – $3,500 DENISE MURPHY – $3,500 THERESA SEGAL – $3,343 KATHY STARK – $3,500 PIQUE PERFORMANCE – $3,000 to provide a series of workshops to build the administrative capacity of a small arts organizations. THE ST. AUGUSTINE LIGHTHOUSE AND MUSEUM – $10,000 for materials for the Lighthouse Archeological Maritime Program (LAMP) to complete two historic vessels, as well as exhibition signage and display materials. FLAGLER COLLEGE CRISP-ELLERT ART MUSEUM – $10,000 to support The St. Augustine Folk Art Project, an exhibition of Southern African American folk art by both well-known and self-taught artists. Funding from the Art Ventures Fund, the Dr. JoAnn Crisp-Ellert Art Appreciation Fund, Independent Life Minority Arts Award Fund, J. Shepard, Jr. and Mary Ann Bryan Arts Endowment, and Anne and Sallyn Pajcic Art Ventures Endowment and Harold K. Smith Charitable Fund

FIELD OF INTEREST – VETERANS FIVE STAR VETERAN CENTER – $100,000 to support its operations while fund-raising efforts secure future funding. CORPORATE AMERICA SUPPORTS YOU (CASY) – $60,000 to assist veterans of Iraq and Afghanistan in Northeast FL in finding employment. Funding from the J. Wayne and Delores Barr Weaver (VETS) Fund and The Florida BrAIve Fund

HEALTH UF CARES/RAINBOW CENTER – $10,000 to support a new program focused on meeting the psychosocial and medical needs of HIV infected adolescents and young adults at the clinic located in Jacksonville’s urban core. CHURCH OF THE GOOD SHEPHERD – $24,500 to renovate facilities to better serve men in recovery from drug and alcohol addiction. L’ARCHE HARBOR HOUSE – $10,000 to support The Rainbow Workshop. Funding from the Esther Pope Memorial Endowment (for persons diagnosed with or affected by HIV/AIDS) , the Byon Morris Charitable Fund (men diagnosed with alcoholism) and from the Robert T. & Carol R. Shircliff Charitable Trust

FIELD OF INTEREST – COMMUNITY SAFETY NET AGING TRUE – $75,000 to help purchase and deliver 16,000 meals via two Senior Nutrition programs – Meals on Wheels and Cathedral Café and to help purchase the SERV Tracker equipment/software to better enable efficiencies in meal deliveries. BEAM – $30,000 to provide rent assistance to more than 100 households in Jacksonville Beach. CATHOLIC CHARITIES – $100,000 to provide rent and/or utility assistance to families in crisis to prevent eviction or loss of utilities and to help the organization upgrade their case management software and training systems. CITY RESCUE MISSION – $60,000 to provide food and shelter more than 200 homeless people. CLARA WHITE MISSION – $100,000 to help feed the homeless in Jacksonville and to help establish the White Harvest Project, a remediated Brownsfield property, designed to generate large-scale healthful food production. COMMUNITY CONNECTIONS OF JACKSONVILLE – $60,000 to serve more than 200 individuals with food and short-term assistance with utilities and rent. DESC (Downtown Ecumenical Services Council) – $40,000 to assist low-income individuals with utilities and rental assistance.

ELDERSOURCE (Northeast Florida Area Agency on Aging) – $150,000 to provide rent and utility assistance to Duval seniors in crisis and to establish a Mobile Resource Center in Duval County, helping to reach 500+ seniors with assessment, services, and information. EMERGENCY SERVICES AND HOMELESS COALITION – $9,000 to support travel expenses for Jacksonville homeless coalition leaders to Los Angeles for homeless conference JFCS (Jewish Family Community Services) – $52,000 to provide more than 200 families with rent and utilities assistance. SALVATION ARMY – $80,000 to distribute over 10,000 grocery bag orders, provide 68,000 nights of shelter to homeless individuals and families, and make available over 120,000 hot nutritious meals. LUTHERAN SOCIAL SERVICES – $111,600 to help expand its current warehouse capacity, replace a truck at the Jacksonville branch and renovate a larger warehouse in St. Augustine. SULZBACHER CENTER – $100,000 to serve more than 1,500 homeless or near-homeless people with needed meals and shelter beds. TRINITY RESCUE MISSION – $90,000 to provide food and temporary shelter to homeless individuals and families and to create energy efficiencies by purchasing programmable locking thermostats, new A/C units, and the necessary labor to execute this project. Funding from the Community Safety Net Fund, a field of interest fund established in 2008 at The Community Foundation. It began with lead gifts from the Jessie Ball duPont Fund and the Lucy Gooding Charitable Trust, and The Community Foundation has raised additional support from a variety of local private foundations, corporations, family foundations, and individuals.

UNRESTRICTED FUNDS SUPPORTING THE GRANTS LISTED ABOVE A.L. and Ruth S. Shantz Trust Nancy Hazard McCreight Memorial Fund Brady S. Johnston Charitable Fund Venture Philanthropy Endowment Fund First Guaranty Bank & Trust Company Endowment Thomas M. Kirbo & Irene B. Kirbo Charitable Trust John D. & Mary Jane Uible Endowment Independent Life Insurance Company Endowment Frank and Ann McGehee Endowment Bernard V. Gregory Endowment Fund Harold K. Smith Charitable Fund Kathryn and Richard Kip Endowment Fund The Community Endowment Fund Marian J. and Gordon A. Roberts Fund Arthur L., Jr. and Angela H. Williams Fund Lois and Donald Cottrell Endowment Fund A.D. Davis Family Advised Fund/Lee Davis Norwood H. and Mary Elizabeth Sandifer Endowment Fund


33

2014 Board of Trustees

Summary Audited Statements of Financial Position As of December 31, 2013 and 2012

Members of The Community Foundation’s Board of Trustees generously volunteer their time and talents to ensure that The Community Foundation grows and prospers so that Northeast Florida can benefit, forever. The full Board meets six times a year, and the Audit, Coordinating, Finance, Investment, Governance, and Program and Initiatives committees meet regularly as well.

ASSETS

2013

2012

Cash and cash equivalents

$ 34,262,653

$ 55,763,394

Pooled investments

231,011,569

183,904,674

31,590,726

17,581,192

$ 296,864,948

$ 257,249,260

Current liabilities

$22,572,695

$18,949,463

Foundation net assets

274,292,253

238,299,797

$ 296,864,948

$ 257,249,260

Other assets TOTAL ASSETS

LIABILITIES & NET ASSETS

TOTAL LIABILITIES & NET ASSETS William D. Brinton

Martha Baker

Peggy Bryan

The Honorable Brian J. Davis

Michael DuBow

Summary Audited Statements of Activities For the years ended December 31, 2013 and 2012 2013

2012

$ 51,341,909

$ 98,702,331

22,768,449

14,882,531

(122,887)

104,614

73,987,471

113,689,476

35,893,802

31,010,359

2,078,036

1,670,049

23,177

19,381

TOTAL GRANTS & EXPENSES

37,995,015

32,699,789

CHANGE IN NET ASSETS

35,992,456

80,989,687

238,299,797

157,310,110

$ 274,292,253

$ 238,299,797

REVENUE & SUPPORT Gifts received Net investment returns Other Cindy Edelman

Charles D. Hyman

Deborah Pass-Durham

Paul Perez

Madeline Scales-Taylor

TOTAL REVENUE & SUPPORT

EXPENSES Grants awarded and programs Support services Other

Ryan A. Schwartz

Dori Walton

Tracey Westbrook

Jim Winston

NET ASSETS, BEGINNING OF YEAR

NET ASSETS, END OF YEAR

A copy of the most recent Forms 990 and 990-T tax filings and financial statements are available in our office and on our website at www.jaxcf.org/financials

34



35

The Community Foundation for Northeast Florida 245 Riverside Ave., Ste. 310 Jacksonville, FL 32202 Phone 904-356-4483 Fax 904-356-7910 For more information please visit www.jaxcf.org NATIONAL STANDARTS

36

SM

Confirmed in Compliance with National Standarts for U.S. Community Foundations
