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2 Community Foundation 2012 Annual Report
Your ResourceYour CommunityFoundation
Visionaries & Funde� Board of Directo� Dear Friends,
As we celebrated 15 years serving the North Florida Community, the Foundation
continued to see strong growth in all areas:
Assets $26.6 MillionInvestment Growth 15.6%Contributions $7.2 MillionGrants $2.4 Million
Expanding on our mission to promote philanthropy and support charitable
organizations, we launched our � rst initiative, FindLearnGive.org in the fall of 2012.
The website serves as an information resource for the community and connects
donors and nonpro� ts. FindLearnGive.org showcases our remarkable local
nonpro� t organizations. We hope you visit FindLearnGive.org to learn more about
your favorite charities and discover new ones.
In conjunction with the launch of FindLearnGive.org, we held our � rst Match Day.
Match Day far exceeded our expectations with generous contributions from the
community of more than $75,000. These gifts combined with additional matching
funds resulted in $105,000 to local nonpro� ts.
Our hope is this report will give you some insight on the many individuals and
nonpro� t organizations in our community achieving their charitable interests and
goals through the Community Foundation.
We connect people with nonpro� ts. We help individuals with their passion for
giving. We help nonpro� ts build for the future. As the community’s resource for
information for donors and nonpro� ts, we are proud to be part of this community.
For Good. For Ever.
We look forward to being your information resource for the next 15 years and more.
Sincerely,
Stan Barnes, Chairman Joy R. Watkins, JD, President
Stan Barnes
J.R. Long
John Pettit Martin Proctor Katrina Rolle
Rick ShapleySecretary/Treasurer
Alex Hinson Winston Howell Rob Langford
Stan Barnes Chairman
Beverly Burleson
Kathy DahlMildred Dadisman Kelly Dozier
Everitt DrewChair Elect
Tim Edmond
Gary Wright
Joy WatkinsPresident
Todd AbernethyChief Financial
Of� cer
Caroline BielbyGrants & Nonpro� t
Coordinator
Debara JumpDirector of Marketing
& Projects
Community Foundation of North Florida Staff
Carrol Dadisman Brooks Pettit Louise Humphery*
Emeritus Directors
*Deceased
3Community Foundation 2012 Annual Report
Visionaries & Funde� Board of Directo� Founding MembersThe Founding Members of the Foundation are visionaries whose generous � nancial sup-
port provided the initial operating capital for the Foundation. In just 15 short years, that initial
operating capital of $1 million has resulted in a pool of $26.6 million in charitable funds. Our
Founding Members’ photos are to the right and the logos are at the bottom of the page.
FoundersMembers of the Tallahassee Regional Estate Planning Council (TREPC) realized that many of
their clients wanted to create a permanent charitable legacy but were discouraged by the
associated complexity and expense. So, they formed the Community Foundation to provide
a simple and cost-effective vehicle for people to create charitable legacies and for nonpro� t
organizations to build endowments. The result is a pool of funds that will bene� t the com-
munity for generations. Our Founders are pictured below.
Richard Pippel
Tim Warfel, Carl Monson, Tom Norman, Fred Thomson, Terry Dariotis and Bud Carlson
E.C.* & Tillie Allen Duby & Sallie Ausley Bud Carlson Rhea Chiles
Carrol & Mildred Dadisman
Sherrill* & Grace Dansby
Everitt & Julie Drew Colin & Phyllis English
Don Everett Louise Humphrey* Ralph* & Jean Hurst George & Marian* Langford
John & Ellen Lewis Carl Monson Jack Mowell Robert Parish
Todd & Rosie Patterson
Brooks & Almena Pettit
Mary Roberts* Bob & Marcia Thornberry
Ben Watkins Armer* & Beverly White
Not Pictured: Del & Kathy Archibald and Larry & Hilda Strom
*Deceased
4 Community Foundation 2012 Annual Report
Your ResourceYour CommunityFoundation
Your Resource for GivingTO YOUR FAVORITE CHARITIES
Helping People Give to Their Favorite Charities
People may establish a charitable fund with us ($5,000 minimum)
that operates much like a private foundation but without the expense,
administrative burdens and restrictions. A charitable fund may be created
during life or at death. Once you establish a fund, the Community Foundation
becomes the back of� ce administrator of your foundation (we call it a
charitable fund) handling all of the administrative details, IRS compliance,
accounting, audit, investment, grant research, etc. And, you get to do the
fun and rewarding part: recommend grants from your fund to your favorite
charities.
To Be More Organized • Receive one tax receipt for all of your charitable gifts
• Receive regular reports showing the charities you support
• Receive a buffer from solicitations
To Create a Legacy of Giving• Continue your giving beyond your lifetime
• Include your children and grandchildren, if you wish, to share your philanthropy values and a tradition of giving
• It is easier and more cost effective than a private foundation
To Achieve Maximum Tax Advantages• Escape capital gains tax by funding your charitable gifts
with appreciated assets
• Shelter income by giving larger amounts in good income years and giving grants to charities over time
• Give more away by investing your charitable dollars
• Reduce your current income tax obligation and remove assets from your taxable estate by establishing a fund at the Foundation
Three Primary Reasons to Create a Charitable Fund at the Foundation
“We’re proud to have
been associated with
the Foundation since its
inception. Many of our
clients, both individuals
and nonpro� t organizations, have used
the Community Foundation to help
them reach their goals, whatever those
may be. For individuals, the Foundation
provides a safe and cost effective
means of carrying out charitable giving
plans. For nonpro� t organizations, the
Foundation provides knowledge and
resources for investing and endowment
management, to which many
organizations may not otherwise have
access. The Foundation is dedicated to
bringing those with � nancial resources
together with those in need, so that
everyone in our community bene� ts.”
- Rick Carroll, CPA, Carroll & Company
Fred McCord Sally McCord
Bill & Nolia Brandt Cindy Holmes
Ayn Gregory John & Kelly Pettit, with Rachel Bartlett
and Coleman Brooks
Carrol & MildredDadisman
John & Kathleen Radey
Lou and Calynne Hill Janet Hinkle
5Community Foundation 2012 Annual Report
Your Resource for Giving Your Resource for BuildingNONPROFIT ENDOWMENTS
Helping Charities Build Endowments
Any person may choose to establish an endowment for their favorite charity or a nonpro� t organi-
zation may place their endowment (or a portion of it) under the umbrella of the Foundation. Once
established (with a gift of $5,000 or more), an agency endowment fund may be added to at any
time by anyone. An agency endowment at the Community Foundation offers a stable, predictable
and ongoing source of income for nonpro� ts. As the administrator of the endowment, the Founda-
tion handles all of the investments, gifts, accounting, auditing and administrative burdens freeing
the staff and board of the nonpro� t from these responsibilities.
Primary Reasons for Establishing an Agency Endowment at the Community Foundation:
• Professional endowment investment expertise
• Diversi� ed investment portfolio
• Increased donor con� dence by partnering with a professional endowment building organization
• Lower costs due to the economies of scale
• Increased visibility for the endowment
• Reduced administrative burdens
• Third party protection ensuring dollars will be preserved as an endowment and not used for any other purpose
• Predictable annual distributions
Big Bend Cares Elder Care Services Epilepsy Association of the Big Bend
The Foundation for Leon County Schools
Gadsden Arts Center Kids Incorporated
Legal Services of North Florida
United Way of the Big Bend
Big Bend Hospice
“The Foundation is the
perfect vehicle for our
family’s charitable giving
strategy. We wanted to
create a program that not
only supported our current giving but
also would establish a mechanism our
family could use for years after we are
gone. We wanted to not only give our
children an inheritance but also a gift and
opportunity to help their community. Our
family foundation at CFNF gives us this
capability.”
- David & Tanya Wilkins
“We have found the
Community Foundation
of North Florida to be an
easy, ef� cient way to give
back to our remarkable
community.” - Winnie & Dave Schmeling
6 Community Foundation 2012 Annual Report
Your ResourceYour CommunityFoundation
Whatever your philanthropic passion, the Community Foundation can customize a powerful approach to your speci� c charitable
interests. The next two pages contain a listing of the current funds at the Foundation giving you an idea of what you may create
during your life or with a gift at death. Let us help make 2013 the year your name appears here!
Donor Advised FundsThese funds are established by individualsand families who wish to stay involved with their charitable gifts. The Fund operates much like a private foundation with CFNF handling the administrative complexities and the donors recommending grants from their Fund to their favorite charities.
• Alderin Family Fund• Thomas W. and Leslie Frye Allen Family Fund• Anonymous Donor Advised Fund• Marvin Arrington Memorial Fund• Charles and Patti Billings Fund• Ken and Jean Boutwell Family Fund• Brandt Family Charitable Fund• Brooks Family Fund• Haskew H. Brantley Jr. Charitable Fund• Nelle Carter Bunn Fund• Bob and Beverly Burleson Fund• The Butler Agency - Cliff and Denise
Butler Endowment Fund • Bye Family Fund• Dadisman Family Fund• Kathleen and Jim Dahl Family Foundation Fund• J.W. Richard Davis Charitable Fund• Dodd-Barnes Charitable Fund• Laurie and Kelly Dozier Family Fund• Howard and Susan Eisenman Charitable Fund• FAIA Good Works Fund• Robert R. and Marjorie M. Feagin Fund• Fishback Family Community Fund
• Tina Gilchrist Fund• Louis and Calynne Hill Fund• Louis and Mart Hill Fund• Ann and Emory Hingst Fund• Donald Hinkle Fund• Janet Hinkle Fund• Alexander L. and Jane C. Hinson Fund• Wilson and “Tee” Hinson Fund• Ron and Carolyn Hobbs Family Fund• Cynthia L. Holmes Fund• Barbara and Ted Judd Fund• Knight Foundation Donor Advised Fund• Billy Lambert’s Big Heart Fund• Lanigan Partners Fund• Margie Sue and Murray Lasley Endowment Fund• Lilly Field Community Fund• Lohrengel Family Fund• William Hendren Long Memorial Fund• Sally and Fred McCord Family Fund• Wayne and Margie Mixson Fund• Brandon Moeller Memorial Fund• The Mustian Fund• Ermine M. Owenby Fund• P & C Fund• Bryan A. Pease Memorial Fund• PJCMM Fund• Pettit Children’s Fund• Pettit Family Community Fund• George and Brenda Pfeiffer Endowment Fund• Tom C. Proctor, Jr. and Gina Proctor Charitable Fund
Your Resource forCHARITABLE GIVING
Lir Sullivan Nelle Bunn Bryan Pease Tom and Leslie Allen Smith Family Dozier Family Hill/Pettit Family
“We established a Donor
Advised Fund with the
Foundation not only
to better organize our
charitable giving but
also to insure our giving would continue
after we were gone. We believe that
the Foundation is the perfect vehicle
to provide both centralization and
perpetuity.” - Alex & Jane Hinson
“The Community
Foundation has been
an excellent resource in
assisting us to give back to
local ministries and non-
pro� t organizations serving
the critical needs of our Tallahassee
community.” - Barry & Tiffanie Webster
7Community Foundation 2012 Annual Report
• David & Winnie Schmeling Family Fund• Elizabeth and Mark Scott Family Fund• Slappey Fund East• Slappey Fund West• David and Kathleen Smith Family Fund• Ed and Liz Snyder Family Fund• Thomson Family Fund• Ben and Joy Watkins Charitable Fund• Barry and Tiffanie Webster Family Fund• Weidner Family Fund• West Family Fund• Bill & Colleen Wiley Family Fund• Wilkins Family Charitable Fund• John L. and Linda Munroe Williams Charitable Fund• Zongker Family Fund
Scholarship FundsThese funds enable fundholders to honor lives and help students pursue their education goals to reach their full potential.• Bertram J. Birbiglia Jr. Scholarship Fund• Bowers Scholarship Fund• Cuffe Family Scholarship Endowment
Fund for Tampa Catholic• Dale Pullen Memorial Scholarship Fund• Elsie Schulte Scholarship Fund• Florida Surveying and Mapping Society Scholarship Fund• Lir Sullivan Academic Scholarship Fund• Louis Hill Sr. Scholarship Fund for the Tallahassee
Community College Take Stock in Children Program
Unrestricted FundsThrough an unrestricted fund, donors enable the Foundation to address the changing and emerging needs and issues in the community.• Community Foundation Opportunity Fund• Jefferson County Opportunity Fund• Ethel and Edwin Ramsey Fund
CFNF Project FundWhen an opportunity arises, the CFNF board creates a project fund to address a speci� c need.• Community Knowledge and Capacity Building Project Fund• Nonpro� tABLE Project Fund
Operating FundsGifts to an operating fund sustain the work of the Community Foundation.• Community Foundation Operating Endowment• Community Foundation Operating Fund
Field Of Interest FundsField of Interest Funds support broad community initiatives such as the environment, arts, education, youth programs, or to support organizations in a speci� c geographic area. • Community Foundation Disaster Relief Fund• Ann Grossmaire “Be The Change” Fund• Spotted Dotted Sable Mae Gregory Fund
• Will Wright, Jr. Memorial Fund
Your Resource for
Louis Hill, Sr.
Bob and Beverly Burleson
Don Hinkle Fred and Ruth Ann Thomson
Jim and Kathy Dahl Ron and Carolyn Hobbs Ray and Kathy Bye
Stan and Tenley Barnes
Peter and Julie Lohrengel
Chuck and Patty Mitchell
Mark and Betsy Scott Meredith Fishback Gary and Debbie Pullen
8 Community Foundation 2012 Annual Report
Your ResourceYour CommunityFoundation
Calynne Hill, Co-Chair Paul Sullivan, Co-Chair Ruth Akers Duby Ausley Bobby Bacon Martha Barnett Ken Boutwell
Flecia Braswell Cliff Butler Ray Bye Bud Carlson Bill Colledge Carrol Dadisman Walter Dodson
Wayne Edwards Randy Hanna Lawton Langford Blucher Lines John Medina Chuck Mitchell
Wayne Mixson Carl Monson Robert Parrish Brooks Pettit Palmer Proctor Vereen Smith Larry Strom
Fred Thomson Tom WarfelMarcia Thornberry
Not Pictured: Dean Jerger
Your Resource for InformationABOUT THE FOUNDATION
Ambassador Society Members of the Ambassador Society are past board members who help keep the community informed about the Foundation and its activities.
Steve Evans
9Community Foundation 2012 Annual Report
Wayne Mixson
Carl Monson Robert Parrish Brooks & Almena Pettit Smith Family Paul & Cindy Sullivan
Grace DansbyRay and Kathy Bye Flecia Braswell
Janet Hinkle Fred McCord
Steve & Linda Evans Ayn Gregory
Lawton & Beth Langford Chuck & Patty Mitchell
Legacy SocietyA gift at death through a bequest, trust, life insurance policy, retirement plan, or other deferred arrangement is an excel-
lent way to create or enhance a legacy. The gift may establish a new fund or add to an existing fund. The Foundation
accepts those gifts at the death of the donor and carries out the donor’s charitable wishes.
The Legacy Society provides an avenue for the Foundation to thank donors who have planned a future gift and recognize
them during their lifetime. Please contact the Community Foundation if your name should be included as a member of the
Legacy Society or if you would like more information about creating your legacy.
• Anonymous Donors• Don Alford• Dale Allen and Karen Klena • Rick R. Barnett, Sr.• Flecia Braswell• Ray and Kathy Bye• Bill and Suzi Colledge• John Curry• Grace H. Dansby• Steve and Linda Evans• Ayn Gregory
• Susan Rountree Hall• David F. Harvey• Janet Hinkle • Lawton and Beth Langford• Margaret Levings• Regine Maligne • Anita Marlowe• Fred McCord• Chuck and Patty Mitchell• Gov. Wayne
and Margie Mixson
• Carl G. Monson• Cal and Lou Ogburn • Robert R. Parrish, Jr.• Ron and Gayle Pease• Brooks and Almena Pettit• Frank and Mary Ruff• David and Kathleen Smith• Mary Ellen Strongoski • Christopher and Liza Sullivan• Paul and Cindy Sullivan• Dan and Denise Volmer
Your Resource forLeaving a Legacy
10 Community Foundation 2012 Annual Report
Your ResourceYour CommunityFoundation
“We believe that the Elder
Care Mission to serve at risk
elders in our community
is very important. Our � ve
year involvement with the
organization led us to look
for a way to continue
supporting their important work.
Establishing an endowment fund seemed
to be a good way to easily contribute on
an ongoing basis.
We hope the annual distribution from the
fund will help serve more seniors with
meals or provide other support that will
help them stay safe and healthy in their
own homes.” - Jim & Theresa Croteau
Nonpro� ts or donors of an agency may establish an endowment fund to serve as an ongoing source of income and help
secure the organization’s � nancial future. The Community Foundation is proud to professionally manage and invest
endowment funds for the following agencies:
• 211 Big Bend Endowment Fund
• Ability 1st Endowment Fund
• Advent Episcopal Church Endowment Fund
• American Red Cross, Capital Area Chapter Endowment Fund
• America’s Second Harvest of the Big Bend Endowment Fund
• Animal Shelter Foundation Endowment Fund
• Aucilla Christian Academy Endowment Fund
• Big Bend Cares Endowment Fund
• Big Bend Habitat for Humanity Endowment Fund
• Big Bend Homeless Coalition Endowment Fund
• Big Bend Hospice Foundation, Inc. Endowment Fund
• Big Brothers Big Sisters of the Big Bend Endowment Fund
• Boys & Girls Club of the Big Bend
• Boys Town Field of Dreams Fund for Achievement & Academic Programs
• Brain Injury Association of Florida Endowment Fund
• Brehon Institute Endowment Fund
• Bruce J. Host Library Center Fund
• Budd Bell Early Learning Endowment Fund for Kids Incorporated of the Big Bend
• Capital City Kiwanis Foundation Endowment Fund
• Catholic Charities of Northwest Florida Endowment Fund
• Chaires United Methodist Endowment Fund
• Christ Episcopal Church Endowment Fund
• Consumer Credit Counseling Service of Greater Atlanta Endowment Fund
• ECHO Outreach Ministries Endowment Fund
• Eagle’s Nest Endowment Fund
• Early Learning Coalition of the Big Bend Region Endowment Fund
• Elder Care Services Endowment Fund
• Elder Care Services Elizabeth O. Clemons Endowment Fund
• Elder Care Services, James M. & Theresa A. Croteau Endowment Fund
• Elder Care Services Annie S. Harris Endowment Fund
• Elder Care Services Lizanne Moncrief Memorial Scholarship Endowment Fund
• Elder Care Services William H. Moncrief Endowment Fund
• Elder Care Services Elma W. Patronis Meals on Wheels Endowment Fund
• Elder Care Services Neora G. Janssen Endowment Fund
• Epilepsy Association of the Big Bend Endowment Fund
• Fellowship of Christian Athletes Endowment Fund
The Magnolia SchoolA School for Active Learning
Your Resource for HelpingCHARITIES SAVE FOR THE FUTURE
“As the most historic high
school in the state of Florida,
Leon High School is proud to be
associated with the Community
Foundation. Our endowment
at the Community Foundation
ensures the funds will be protected
in perpetuity to address critical
needs of the school and its students. The
relationship with CFNF lets us focus on
the Keep Leon Strong campaign, the
School’s � rst-ever endowment campaign,
while the Foundation professionally
invests and administers the endowment
to ensure the school’s excellence for
generations to come.”
- Ida Thompson & Angie Sipple, Co-Chairs, Endowment Campaign
Leon High SchoolF O U N D AT I O NC H A RT E R E D I N 1 9 8 1
11Community Foundation 2012 Annual Report
• FACTE/FSNA Endowment Fund
• Florida Wildlife Federation Endowment Fund
• Foundation for Marriages and Families Endowment Fund
• Friends of Maclay Gardens Endowment Fund
• Friends of Wakulla Springs Endowment Fund
• GFWC Woman’s Club of Tallahassee, Inc. Endowment Fund
• Gadsden Arts, Inc. Endowment Fund
• Girl Scout Council of the Apalachee Bend Endowment Fund
• Goodwood Museum & Gardens Endowment Fund
• Collections at Goodwood Museum & Gardens Endowment Fund
• Holy Comforter Episcopal Church Endowment Fund
• LeMoyne Art Foundation Endowment Fund
• Leadership Tallahassee Endowment Fund
• Lee’s Place Endowment Fund
• Lee’s Place General Fund
• Legal Aid Foundation of the Tallahassee Bar Association Endowment Fund
• Legal Services of North Florida Endowment Fund
• Leon County Humane Society Endowment Fund
• Leon High School Foundation Endowment Fund
• Lewis-Marxsen Community Fund for the Carrabelle Library
• Lighthouse of the Big Bend
• Literacy Volunteers of Leon County Endowment Fund
• Magnolia School Endowment Fund
• Museum of Florida History Foundation Endowment Fund
• Of� ce of the Public Guardian Endowment Fund
• Pace Center for Girls Endowment Fund
• Panhandle Pioneer Settlement Endowment Fund
• Patricia Boyd McLain Fund fbo Midway Magnet School
• Pregnancy Help & Information Center Endowment Fund
• Refuge House Endowment Fund
• John G. Riley Foundation Endowment Fund
• S.K. Nayak Memorial Scholarship Fund
• St. Marks Refuge Association Endowment Fund
• Stubbs’ Educational Foundation Endowment Fund
• Tallahassee Ballet Endowment Fund
• Tallahassee Fuller Center for Housing Endowment Fund
• Tallahassee Little Theatre Endowment Fund
• Tallahassee Senior Citizens Foundation Endowment Fund
• Tallahassee Youth Orchestras Endowment Fund
• Taunton Family Children’s Home Fund
• The Alzheimer’s Project Endowment Fund
• The Foundation for Leon County Schools Endowment Fund
• The Shelter Endowment Fund
• Tree House of Tallahassee Endowment Fund
• Turn About Endowment Fund
• United Way of the Big Bend Endowment Fund
• Wakulla County Senior Citizens Council Endowment Fund
• Washington Improvement Group Endowment Fund
Your Resource for Helping
Visit the Foundation’s website, cfnf.org for a list of 2012 Donors and 2012 Grants. -
Co-Chairs, Endowment Campaign
cfnf.org for a list of 2012 Donors and 2012 Grants. -
Co-Chairs, Endowment Campaign
12 Community Foundation 2012 Annual Report
Your ResourceYour CommunityFoundation
15th Annive� ary Cele� ation
Match DayDONOR ADVISED FUNDTo showcase FindLearnGive.org, the Foundation held the � rst community wide online Match Day.
Match Day was an online fundraising event made possible through the Knight Foundation and the
Ethel and Edwin Ramsey Fund. Donors had the opportunity to double their gifts to their favorite
charity with matching funds from the Foundation. The community’s response and generosity was
remarkable. On Match Day, 445 donors made contributions totaling more than $70K to their favorite
organizations on FindLearnGive.org. With the community’s support and matching funds, Match Day
raised $103,000 for local nonpro� ts.
The Foundation hopes to offer a second match day in the fall of 2013 – watch for details.
The Community Foundation celebrated its 15
Year Anniversary in April of 2012. Many of the
Foundation’s long standing friends attended the
Celebration including current and past board
members, emeritus directors, founders, found-
ing members, ambassador society, fund hold-
ers, nonpro� ts, current and former investment
committee members, advisors as well many
others in the community that have a connection
to the Foundation.
The Celebration was a great opportunity for the
Foundation’s board and staff to thank friends
and the community for embracing the Founda-
tion’s mission the past 15 years.
Ray Bye, Duby Ausley and Tim Edmond Mildred Dadisman and Mary Call Proctor
Calvin Zongker with Fred and Sally Kreimer Tim Warfel and Fred Thomson
Joy Watkins, Brooks Pettit, Carrol Dadisman and Stan Barnes
Stewart Hinson, Wilson and Tee Hinson, with Jane and Alex Hinson
“I saw Match day as an
opportunity to add a little
cash to the General Fund of
charities I already support.
Having my donation doubled
was a motivator for me. ”
- Cecilia Loeb, Donor
“Match Day was so
exciting! It was an ideal
way to highlight Leadership
Tallahassee to our members
and generate “buzz”
about non-pro� ts to the
community at large.”
- Barbara Boone, Executive Director Leadership Tallahassee
“Match Day was a very
creative way to motivate
donors to give. Providing the
chance for a gift to leverage
additional funding was a
great incentive for me to go
that extra mile.”
- Marjorie Turnbull, Donor
“There are many nonpro� ts
that I support listed on the
website and I decided it
would be a good time to
donate.”
- Beth Desloge, Donor
“We are incredibly grateful
to the Knight Foundation
and the Community
Foundation for their support
of the Women Can Run!
project. Encouraging and
preparing more women to
run for public of� ce is an important step
towards women’s greater representation
in elected leadership. Diversity in
perspectives and experiences elevates
political dialogue and policy decisions. “
- Haley Cutler, Executive Director The Oasis Center for Women & Girls’
“Knight Foundation’s
funding of Project Citizen
allows us to engage middle
school club members in the democratic
process by identifying important social
issues affecting their community; voting
and selecting one issue to change;
writing proposed
legislation addressing
the issue, including
budget concerns;
and then presenting
proposed legislation to
local legislators. Without
Knight’s support this
program would not be
possible”
- Theresa A. Flury, President/CEO Boys & Girls Clubs of the Big Bend
13Community Foundation 2012 Annual Report
Awarded $137,313 in Grants
As a component fund of the Community Foundation, the Knight Fund awarded
$137,313 in grants to the local community. The grants funded 8 local projects each
encouraging an informed, engaged community in alignment with Knight’s priority area.
The Knight Fund was created in 2004 as part of Knight’s Communities Program to improve
the quality of life throughout the country where the Knight Brothers previously owned
newspapers.
The Community Foundation is pleased to serve as a vehicle for the Knight Foundation and
assist Knight in funding important projects in our community.
The Knight Foundation Donor Advised fund is currently the only fund at the Community Foundation accepting grant
applications. To learn more about the Knight Fund, funded projects and guidelines for applying, go to www.cfnf.org and
click on Nonpro� ts and then Apply for a Grant.
Bahia RamosDirectorCommunity FoundationsKnight Foundation
Knight FoundationDONOR ADVISED FUND
» Boys & Girls Clubs of theBig Bend - Project Citizen
» Center for Health Equity, Inc.- Community Transformation Project
» The Center for Independent Documentary – FRENCHTOWN
» Democracy Works, Inc. - Turbo Vote Initiative at Tallahassee Community College
» Intercambio Uniting Communities - Immigrant Guides for Catholic Charities
» The Oasis Center for Women & Girls, Inc.- Women Can Run, Part III
» Community Foundation of North Florida- FindLearnGive.org and Nonpro� tABLE
2012 GRANT RECIPIENTS:
14 Community Foundation 2012 Annual Report
Your ResourceYour CommunityFoundation
Financial HighlightsInvestment ConsultantWe have engaged Fund Evaluation Group (“FEG”) to assist us in attaining our goal of achieving superior long-term investment per-
formance. FEG is headquartered in Cincinnati, Ohio, and has extensive experience in endowment building and long-term investment
strategies for foundations. They assist 250 foundations across the country, 51 of those being other community foundations. FEG has
more than $36 billion in assets under management. www.feg.com
Investment Committee Members
Gary WrightRetired, Farmers & Merchants Bank
Lawton LangfordMunicipal Code
Corporation
Stan Barnes - Past Chair Allen Mooney & Barnes
Investment Advisors
Tom Allen - ChairmanCapital City Bank
Rip KirbyRehab Technologies, LLC
& Southern Fidelity Mortgage Group
Tom DeisonAllen Mooney & Barnes
Investment Advisors
Michael KramerDesloge Home Oxygen &
Medical Equipment
Contributions$7.2 Million
500,0000
98 99 00 01 02 03 04 05 06 07 08 09 10 11
1,000,0001,500,0002,000,0002,500,0003,000,0003,500,0004,000,0004,500,0005,000,0005,500,0006,000,0006,500,0007,000,0007,500,0008,000,000
12
Over $36 Million(since inception)
Your Resource for Investments
Grants$2.4 Million
200,000
098 99 00 01 02 03 04 05 06 07 08 09 10 11
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
2,000,000
2,200,000
2,400,000
12
Over $11.5 Million(since inception)
Community Foundation audited � nancial statements and IRS Form 990 are available to view at cfnf.org.
2,000,000
098 99 00 01 02 03 04 05 06 07 08 09 10 11 12
4,000,000
6,000,000
8,000,000
10,000,000
12,000,000
14,000,000
16,000,000
18,000,000
20,000,000
22,000,000
24,000,000
26,000,000
28,000,000
Assets$26.6 Million
The Board of Directors and the Investment Committee oversee the investments of the Foundation by engaging professional investment advisors, developing investment and spending policies
and monitoring investment performance. The Foundation seeks investment returns that are suf� cient to preserve and enhance the real, in� ation-adjusted grant-making power of its endow-
ments, while maintaining acceptable levels of risk.
“Our clients have found
that the Community
Foundation aids them in their
charitable giving and estate
planning. The Foundation
provides a simple structure,
overall solid investment strategies and
wonderful record keeping all while
bene� ting the community. Our clients
can better achieve their charitable giving
goals and wealth transfer strategies for
their families.“
- Winston Howell, CPA Thomas Howell Ferguson P.A.
“My clients work with the
Community Foundation
to support their favorite
charities, but also to allow
them to create a legacy of
giving without having to
spend the time and money necessary
to create their own mechanism to
accomplish their goals. And, the
Foundation offers many options. I highly
recommend the Community Foundation
to anyone with these goals.”
- Stuart Goldberg, Attorney Law Of� ces of Stuart E. Goldberg P.L.
15Community Foundation 2012 Annual Report
Honor Roll of Professional AdvisorsThe Community Foundation is proud to be a charitable planning resource for local estate planning professionals. We
organize many educational opportunities through the Tallahassee Regional Estate Planning Council to expand their
knowledge and update them on recent developments and changes. We value our long standing relationship with the local
community of professional advisors.
The Foundation is pleased to recognize the following estate planning professionals for connecting their clients with the
Foundation to accomplish the client’s goals. The efforts of these advisors meet their clients objectives and directly bene� t
nonpro� t organizations today and for generations. Please contact us if your name should be listed on the Honor Roll.
Jeff Askins, CFPSix Pillars Financial Advisors
Stan Barnes, CFP, CLU Allen Moody & Barnes Investment Advisors, LLC
David Beidel, CPABeidel & Company, P.A.
Sarah S. Butters, AttorneyHolland & Knight
Bud Carlson, CLUEarl Bacon Agency
Rick Carroll, CPACarroll & Company
John Curry, CLU, ChFC, AEP, MSFSNorth Florida Financial Corporation
Terry T. Dariotis, AttorneyTerry T. Dariotis, Attorney at Law
Claire Duchemin, AttorneyPenson, Duchemin & Davis, P.A.
Ron Duell, CFP, ChFCRon Duell & Associates
Wayne Edwards, CFPMurphy, Middleton, Hinkle & Parker, Inc.
Howard EisenmanEnhanced Financial
D. Mark Fletcher, CPALanigan & Associates, P.C.
Van Geeker, AttorneyIgler & Dougherty , P.A.
Stuart E. Goldberg, AttorneyLaw Offices of Stuart E. Goldberg, P.L.
Randy Graham, CPARandall Graham, CPA, P.A.
Andrew Graybar, CFP, MBA, CLU, CRPC, ChFCAmeriprise Financial
George GwynnWilliams, Gautier, Gwynn, DeLoach & Sorenson, P.A.
Donald Hinkle, AttorneyHinkle & Foran
Alex HinsonLines, Hinson & Lines
Aaron R. Holloway, Attorney Ausley & McMullen, P.A.
Bill HorakWealth Management Corporation
Winston Howell, CPAThomas Howell Ferguson, P.A.
David Hull, AttorneySmith, Hulsey & Busey
Lou KellenbergerRetired Financial Advisor
Harold Knowles, AttorneyKnowles & Randolph
Debie L. Leonard, CPAThomas Howell Ferguson, P.A.
George E. Lewis II, AttorneyAttorney at Law
Blucher B. Lines, AttorneyLines, Hinson & Lines
Robert D. MendelsonRobert D. Mendelson, Attorney at Law
Frank J. Mercer, CPA, CFPLanigan & Associates, P.C.
Carl MonsonStrategic Wealth Management Associates
Canita Peterson, CPAThomas Howell Ferguson, P.A.
Bob Pierce, AttorneyAusley & McMullen, P.A.
Randy Pope, CFP, AEPPope Financial Consulting, Inc.
Palmer Proctor, AttorneyAusley & McMullen, P.A.
Fred Thomson, CPAThomson Consulting
Lauchlin WaldochWaldoch & McConnaughhay, P.A.
Tim Warfel, AttorneyAttorney at Law
Janice WhiteCapital City Trust Company
We apologize for any errors or omissions. Please contact us if your name should be included in the Honor Roll of Professional Advisors.
Your Resource forCHARITABLE PLANNING
16 Community Foundation 2012 Annual Report
Your ResourceYour CommunityFoundation
A copy of the of� cial registration and � nancial information may be obtained from the division of customer services by calling toll-free (800-435-7352) within the state. Registration does not imply endorsement, approval or recommendation by the state. Registration #CH-10676. Copyright © 2013. Community Foundation of North Florida, all rights reserved.
1621 Metropolitan Boulevard, Suite A, Tallahassee, Florida 32308 PHONE: 850.222.2899 • FAX: 850.222.3624 • www.cfnf.org
You can � nd a complete copy of the Community Foundation’s Audited Financial Statements, IRS Form 990 and this full report on our website: 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.
Your Resource forINFORMATION ABOUT LOCAL NONPROFIT ORGANIZATIONS
In November 2012, the Foundation launched its � rst initiative, FindLearnGive.org. The website is an online
database of local nonpro� ts.
FindLearnGive.org is a powerful tool serving as
a resource to � nd local nonpro� ts, learn more
about them and give if you wish. The database
contains comprehensive information on each
organization’s people, programs, � nancials and
governance. FindLearnGive.org provides a high level of transparency for potential donors and the community
helping donors make informed decisions.
In addition, the website provides the opportunity for data collection to analyze and report back to the
community on the local nonpro� t sector as a whole or in speci� c areas i.e. capital campaigns, governance,
management, etc.
With more than 60 organization pro� les on the site, we hope you will visit FindLearnGive.org to learn more about
your favorite charities and discover new ones.
“As we celebrate Leadership Tallahassee’s 30th Anniversary, our pro� le was an instrumental assessment tool to both highlight our successes and identify gaps in service. We are pleased to show
we have policies and procedures currently in place to keep our
organization strong and to give our members and funders con� dence in us.”
- Barbara Boone, Executive Director Leadership Tallahassee
“Completing the Big Bend Hospice pro� le on FindLearnGive.org represents a unique opportunity for our organization. The site provides a credible and trusted location for charitably inclined members of our community to review in-depth information about our culture,
mission and available services and how to support them.”
- Nigel E. Allen, Executive Director Big Bend Hospice Foundation
“We believe the completion of the FLG.org pro� le demonstrates that our organization operates under a high standard of accountability. We also think the website is a tool that will be used by serious contributors and will attract new donors to our mission.”
- Sheila Salyer, Executive Director Tallahassee Senior Citizens Foundation
“Our pro� le on FindLearnGive.org gives donors and supporters an easy way to learn more about Brehon. The process showed us Brehon is among those organizations exercising best practices. We are receiving inquiries and donations via this presence.” - Jackie Malone, Executive Director Brehon Family Services