+ All Categories
Home > Documents > Annual Report 2011 - The Community Foundation

Annual Report 2011 - The Community Foundation

Date post: 22-Mar-2016
Category:
Upload: lisa-biever
View: 219 times
Download: 3 times
Share this document with a friend
Description:
Financial and narrative report covering activities of the Community Foundation of the Rappahannock River Region for the period July 1, 2009 through June 30, 2010.
20
The Community Foundation of the Rappahannock River Region Annual Report 2010–2011
Transcript
Page 1: Annual Report 2011 - The Community Foundation

The Community Foundationof theRappahannock River Region

Annual Report 2010–2011

Page 2: Annual Report 2011 - The Community Foundation

The Community Foundation is a non-profit organization that manages and distributes charitable giving in the Rappahannock River region. Our goal is to promote greater philanthropy by addressing the challenges faced by donors in a responsible and knowledgeable manner. We distinguish ourselves from other local charities by providing efficient and effective services to build a collection of permanent funds.

Page 3: Annual Report 2011 - The Community Foundation

11

Who is the The Community Foundation?

As you read through this Annual Report you will be able to see that The Community Foundation is distinctive. No other nonprofit organization in our area is helping donors support the one – or many – aspects of our community they deem to be most vital: be it the arts, the environment, a university or a

social issue. And no other organization around can continue this important work, anonymously or in a donor’s name, long after they are gone.

Our report illustrates how The Community Foundation is doing more than ever to ensure that the issues and causes most important to our donors are never overlooked. As we assume the challenges of making charitable gifts, we allow donors to focus directly on the needs of the Rappahannock River region, and beyond.

In our 2011 fiscal year, a variety of strategically planned initiatives began to come to fruition. Our newly hired staff Certified Public Accountant and Program Officer brought advancements to our fund management and donor service capabilities. We increased grantmaking due diligence and made readily available technical assistance for area charities seeking funding. We began to see the results of our first multi-million dollar gift – the bequest of Duff McDuff Green, Jr. – when we granted $112,000 to area nonprofits. By 2020 this fund alone will grant out over $1,000.000.

In 2011, The Community Foundation gifts awarded on behalf of area donors reached an impressive $474,202. Total assets under management grew to over $8 million by June 30, 2011 and contributions to the foundation were $582,453.

On behalf of our Board and staff, we extend our sincere thanks to the many gracious donors who practice inspired giving through funds established at The Community Foundation. Thank you for entrusting your charitable legacy to us.

We are continually innovating the way we do business, but the foundation’s central purpose holds true: to support the charitable goals of generous people who want to invest in the Rappahannock River region – now and in perpetuity. As The Community Foundation offers new opportunities to give, we can expect to increase the vibrancy and resiliency of our region.

We welcome you to join us – to be The Community Foundation.

Sincerely,

Mona Albertine Teri McNallyPresident Executive Director

Mona Albertine, President

Page 4: Annual Report 2011 - The Community Foundation

“The Community Foundation enables me to honor my late husband Bob O’Neill and have a voice in where my donations go.”

Bob spent much of his career as a quiet force creating and supporting many of the organizations that make our region so special. He would want that legacy to continue.

My name is Mary Jane O’Neill and I am The Community Foundation.

Page 5: Annual Report 2011 - The Community Foundation

3

You are The Community Foundation

We are The Community Foundation

Giving through the Community Foundation is easy. We offer a wide range of gifting options that you can use to establish or add to a named charitable fund. Since we are recognized by the Internal Revenue Service as a public charity, you are

provided with the maximum tax benefits allowed by law. You may add to a fund at any time and in any amount.

Gifts of cash, securities, real estate and life insurance can be used to establish a fund. Funds may be used to honor a living person; memorialize deceased persons or to commemorate anniversaries and other special events.

You might choose to leave charitable assets to a Community Foundation fund in your will. After assuring that loved ones have been cared for, donors use a variety of assets such as pension plans, life insurance or the proceeds from the sale of a house, for charitable purposes.

Your gift can be used to accomplish almost any charitable goal, including: establishing a scholarship fund, creating an endowment for a particular charity or cause, or leaving a family legacy that allows your children to continue the tradition of charitable grantmaking.

Bev NewlinFormer board president Bev Newlin and her husband, Don, initiated a matching grant to support immediate needs in the community.

Harry DickinsonFounding board member Harry Dickinson and his family have two funds and he continues to work tirelessly at the foundation.

The Community Foundation of the Rappahannock River Region is a nonprofit, public charity established by local community leaders for the people of Stafford, Spotsylvania, King George, and Caroline Counties and the City of Fredericksburg.

We are a collection of many different charitable funds, each separately accounted for, and each with its own design and purpose. A typical fund is established with a gift that is invested in perpetuity and the earning are used to make annual grants. We distribute grants from those funds throughout the Rappahannock River region.

Our mission is to build a better community by promoting philanthropy through creative donor services. Since 1997, The Community Foundation has been helping individual donors realize their charitable dreams.

We’re here to provide a simple, powerful and highly personal approach to giving. We do this by offering a variety of giving tools to help people achieve their charitable goals and do good work that lasts forever within our communities.

Page 6: Annual Report 2011 - The Community Foundation

4

The Community Foundation Funds

Mary Wynn McDanielThrough her foundation fund, Mary Wynn McDaniel provided scholarships to deserving young students in southwestern Virginia at the University of Virginia’s College at Wise.

Unrestricted FundsThink BroadlyDonors who contribute to the foundation’s Community Enrichment Fund or establish their own unrestricted fund can participate in The Community Foundation’s annual competitive grants program. These donors can support a broad range of local concerns, including fast-emerging issues and future needs that we can’t yet anticipate. These flexible funds put the responsibility of identifying community needs and researching and selecting worthy charities on to the foundation, relieving donors of these challenges.

Community Enrichment Fund

Donor Advised FundsStay InvolvedDonor Advised Funds provide a simple, powerful and very personal approach to giving. Donors stay actively involved in suggesting uses for their gifts. Donors can recommend charities to support at any time during the year, or work with Foundation staff to identify which community nonprofits are doing the best work on the issues most important to the donor.

The Caroline County Public Spirit FundThe Empowerment FundThe Duff McDuff Green, Jr. FundThe Maury-Lafayette FundThe Rennie and Richmond McDaniel FundThe Mary Wynn Richmond McDaniel FundThe David Morgan FundThe Robert Cullen O’Neill Memorial FundThe PNC Community Endowment FundThe PNC Community Giving FundThe Dulcie H. Potter Memorial FundThe Ukrop’s Endowment FundThe Richard Linden Zirkle Fund

Family Legacy Donor Advised FundsThe John and Linda Coker Family FundThe Colangelo/Phalen Family Legacy FundThe Graves-King Family Legacy FundThe Forbush Family Legacy FundThe Hansen Family FundJohn F. and Deborah L. McManus Family FundThe Mahon Family FundThe Rowe Family Legacy FundThe Sullivan Family Legacy Fund

Designated FundsProvide Ongoing SupportEstablishing a Designated Fund allows a donor to support one or more specific charitable organizations. For example, a donor who has contributed to a nonprofit’s annual campaign year after year may be ready to establish a permanent asset on the charity’s behalf.

The Sara P. Boutwell Memorial FundThe Alan F. Courtney FundThe Harry and Marie Dawideit FundThe Wayne A. Dennison FundThe 1st Lt. Benjamin J. Hall Memorial FundThe William Lakeman Habitat for Humanity FundThe Maury-Lafayette FundThe O’Neill Family Legacy FundThe Barney Reiley YMCA FundThe Chris Ross Memorial FundTrust for Public Education IV FundThe Elsie, Carroll and Willie Wheeler Hospice

Support Care, Inc. FundThe Elsie, Carroll and Willie Wheeler

Rappahannock Area Agency on Aging, Inc. Fund

Page 7: Annual Report 2011 - The Community Foundation

5

Big Brothers Big SistersAn endowment fund at The Community Foundation helps ensure the long-term viability of Big Brothers Big Sisters.

Betty MerrillThe Betty Merrill Award for Excellence in Latin, supported by a fund at the foundation in Mrs. Merrill’s honor, provides a scholarship annually to a graduating Latin student.

The

Fre

e L

ance

-Sta

r

Organizational FundsAdvanced Fund Development and Sustainability Tools for NonprofitsArea nonprofit organizations establish agency endowments (a type of designated fund) as a way to strengthen and grow fundraising efforts and to ensure permanent operating or program support. The Community Foundation assumes the challenges of endowed fund management for participating charity organizations, enabling them to fully concentrate on their mission.

The Fredericksburg Festival of the Arts FundThe Dahlgren Rescue Squad FundThe Hospice Support Care FundThe Rappahannock Big Brothers Big Sisters FundThe Beth and Jay Jarrell Endowment Fund for RF&P

BikeWalk VirginiaThe Stafford Junction FundThe L.E. Smoot Memorial Library Fund

Scholarship FundsInvest in Deserving StudentsDonors help students achieve their dreams through education by establishing or contribu ting to a scholarship fund. Community Foundation staff help donors establish guidelines for students to apply for financial assistance through the fund. Scholarship eligibility might be based on a student’s achievement or a demonstration of financial need. Some scholarships focus on community involvement, a commitment to a particular field of study or demonstration of leadership ability. Some donors choose to meet or correspond with students after the selection process is complete.

The Mary E. Berger Scholarship FundThe Baron “Deuce” Braswell II Memorial

Scholarship FundThe Como Farm Scholarship FundThe Brian Conner Memorial Scholarship FundThe Christine and Will Dickinson Memorial

Scholarship FundThe Molly Gill Memorial Scholarship FundThe Jeremy Daniel Hawley Scholarship FundThe James Monroe 1992 Girls Athletic Scholarship FundThe Peter D. Johnson Memorial Scholarship FundThe Brandon Thomas Lawn Memorial Scholarship FundThe Bill Lontz Science Scholarship FundThe Walton Mahon Scholarship FundThe Betty Merrill Scholarship for Excellence in LatinThe Irene A. Miller Memorial Nursing Scholarship FundThe Paul E. Neri Memorial Scholarship FundThe Kay Orr Memorial Scholarship FundThe Lee Wingate Pappandreou Drama AwardThe Horace A. Revercomb, Jr. Scholarship for the

Continuing Study of MusicThe Chris Ross Memorial Scholarship FundThe George A. and Lucy Mae Scott Scholarship FundSeay Family Memorial FundThe ShackLax Memorial Scholarship FundSofia Silva Scholarship FundThe Steven Snyder Memorial

Scholarship FundThe Crittenden R. Sullivan, Jr.

Memorial Scholarship FundThe Clay and Elsie Williams Rural Conservation

Scholarship FundGeorgia M. Willis Scholarship for Caroline High School

Page 8: Annual Report 2011 - The Community Foundation

6

The Community Foundation Funds

Brandon LawnBrandon Lawn’s legacy of “always doing the right thing, no matter what anyone else thinks” is memorialized in a scholarship fund created after his death by his family.

Anne FelderLocal historian Paula Felder created a fund in her daughter Anne’s honor to help the less fortunate with intellectual disabilities receive the care and nurturing they need.

Field of Interest FundsAddress Important IssuesDonors who establish a Field of Interest Fund target their gift to address a specific area of need. Whatever areas of interest inspire you to contribute – the arts, access to healthcare, the environment, etc. – The Community Foundation can assist in establishing a fund and recommending strategic gifts to address the causes you care about most.

Anne Felder FundKelly Givens Memorial Fund

Community Foundation FundsNumerous DonorsIn our work with donors and charities across the region, we sometimes identify larger issues and opportunities that merit the community’s attention. In these cases we create the appropriate fund to harness the charitable power of many individual donors to help address the issue or opportunity.

Community Enrichment FundGrants for HumanityWomen and Girls FundYouth in Philanthropy

Coker FamilyJohn and Linda Coker created a fund at the foundation to give back to the community and to create opportunities for their family to make charitable decisions together.

Page 9: Annual Report 2011 - The Community Foundation

7

The Community Foundation Grantees

EducationThe Community Foundation awarded 37 college scholarships in addition to the following grants.

Berkeley Elementary SchoolCollege of William & Mary FundCourtland Elementary SchoolFund for William & MaryFredericksburg AcademyFredericksburg Christian SchoolGermanna Community CollegeGermanna Community College

Educational FoundationRiverview Elementary SchoolOdyssey MontessoriPartnership for Academic ExcellenceRiverbend High SchoolSpotsylvania Career &

Technical CenterSpotsylvania Education FoundationSpotsylvania High SchoolSt. Christopher’s School FoundationSt. Paul High SchoolUniversity of Maryland College

Park FoundationUniversity of Southern MississippiVirginia Tech Foundation

Health & Human ServicesAmerican Cancer SocietyAmerican Red CrossARC of the RappahannockBowling Green Volunteer Fire

DepartmentBowling Green Volunteer

Rescue Squad, IncCal Ripken, Sr. Foundation

Fredericksburg ProjectChildren’s Hospital FoundationCompassionate InternationaldisAbility Resource Center of

the RappahannockEpiscopal Relief Development FundFellowship of Christian AthletesFredericksburg Area Food BankFredericksburg Counseling Services

Fredericksburg Rescue SquadFredericksburg Area

Soccer AssociationGirl Scouts Commonwealth

Council of VA, Inc.Greater Fredericksburg Habitat

for HumanityHope HouseHospice Support CareKing George Family YMCALake Ridge Lions Club CharitiesLifepoint ChurchLloyd F. Moss Free ClinicMake A Wish FoundationMental Health AmericaMICAH Ecumenical MinistriesNational Housing Trust - Hazel HillProject FAITHProgram for Teen ParentsRappahannock Area Healthy FamiliesRappahannock Area Office on YouthRappahannock Big Brothers

Big SistersRappahannock Council Against

Sexual AssaultRappahannock Council on

Domestic ViolenceSalem Baptist Church, MilfordSalvation ArmySalvation Army Women’s AuxilliarySerenity HouseSt. Jude Children’s Research HospitalStafford Area Soccer AssociationStafford JunctionThurman Brisben CenterYoung Life of Greater Fredericksburg

Arts, Culture & HumanitiesCentral Rappahannock

Heritage CenterCentral Virginia Battlefields Trust, IncCitizens for Caroline Historical

PreservationCobblestone Children’s MuseumDahlgren Heritage FoundationThe Presbyterian ChurchFredericksburg All AgesFredericksburg Area Museum and

Cultural CenterFredericksburg Cemetary CompanyGari Melchers Home and StudioGeorge Washington FoundationHeritage Foundation, Inc. -

PatawomeckHistoric Aquia Episcopal ChurchHistoric Port Royal MuseumHistoric St. George’s Episcopal ChurchL. E. Smoot Memorial LibraryLadies Memorial Association of

Fredericksburg VAMontpelier FoundationState Fair of Virginia, Inc.United Daughters of the Confederacy

EnvironmentChesapeake Bay FoundationDucks UnlimitedFlorida Oceanographic SocietyFriends of the RappahannockRappahannock, Fredericksburg &

Potomac BikeWalk Virginia SPCA of FredericksburgSpotsylvania Greenways InitiativeMeadowview Biological Research

Station

Community PhilanthropyCommunity Foundation of the

Rappahannock River Region General Fund Women and Girls Fund Youth in Philanthropy

Page 10: Annual Report 2011 - The Community Foundation

We have a scholarship fund. Our son Bern and his wife Becca have established a donor advised fund and two of our grandchildren participate in Youth In Philanthropy. I believe philanthropy will be even more important in the future as the needs become more critical.

My name is Walt Mahon and I am The Community Foundation.

“Lacy and I have tried to set an example of philanthropy. Now each generation of our family supports charities with the help of The Community Foundation.”

Page 11: Annual Report 2011 - The Community Foundation

9

The Community Foundation 2011 Donors

Contributors to The Community Foundation The Community Foundation thanks everyone who generously supported our efforts to strengthen and grow community philanthropy in the 2011 fiscal year.

Corporate & Organizational DonorsAnderson & Strudwick, Inc.Fredericksburg Savings

Charitable FoundationG.L.M.G. ContractorsGrants for HumanityHilldrup Properties, Inc.Hirschler FleischerLittle Tire CompanyQuarles Petroleum, Inc.Stafford Smile Design, PCThe Chris Ross Memorial FundThe David Morgan FundThe Dulcie H. Potter

Memorial FundThe Hansen Family FundThe Harry & Marie Dawideit

FundThe O’Neill Family Legacy FundThe Rennie & Richmond

McDaniel FundThe Sara P. Boutwell Memorial

FundThe Sullivan Family Legacy FundThe Ukrop’s Endowment FundThe Wayne A. Dennison FundUtility Professional Services

Individual DonorsDr. & Mrs. John H. AlbertineMr. & Mrs. Edward V. AllisonMs. Sally BagleyMr. & Mrs. G. William BealeMr. & Mrs. Waldo H. BeckMr. & Mrs. William M. Beck

Mr. & Mrs. Ferris M. BelmanMr. & Mrs. Robert BillingsleyMr. & Mrs. E. Thomas Blalock IIMr. & Mrs. Benjamin C. BrannMr. & Mrs. Ronald W.

BranscomeThe Honorable & Mrs.

H. Harrison BraxtonMr. & Mrs. Martin BridiMr. & Mrs. Robert B. BurkeDr. & Mrs. Robert A. CaineDr. & Mrs. Peter O. CareyDr. & Mrs. Michael L. CherwekMrs. Frank F. ChurchillDr. Robert J. CicconeDr. & Mrs. John H. Coker, Jr.The Honorable &

Mrs. Mark L. ColeMr. & Mrs. Douglas L. CooperMr. John C. CowanDr. & Mrs. Stanley D. DameronRev. & Mrs. James C. DannalsMr. & Mrs. Bruce L. DavisMr. & Mrs. Michael E. DegenDr. & Mrs. Harry D. DickinsonMr. & Mrs. R. DuVal DickinsonDr. & Mrs. Matthew DumontMr. & Mrs. Paul M. EakinMr. & Mrs. Donald Edwards, Jr.Mr. & Mrs. Thomas EhmanMr. & Mrs. William J. EvansMs. Catharine J. Farley and

Mr. Vincent C. RamonedaMr. Kevin A. FastabendMr. Edward M. FergusonMr. C. Fletcher Flemer Mr. & Mrs. Gary J. FoleyMrs. C. Warren ForbushMr. & Mrs. R. Leigh FrackeltonMr. & Mrs. James B. FranklinMr. Felix A. FraraccioMr. & Mrs. William E. GarnerDr. & Mrs. Wayne L. HarmanMr. & Mrs. Daniel I. HansenMr. & Mrs. Richard G. HarrisonMr. & Mrs. Richard Hazel

Mr. & Mrs. Homer HiteDr. & Mrs. Daniel HoffmanThe Honorable &

Mrs. Edward R. HouckDr. & Mrs. Timothy HughesMr. & Mrs. Larry W. IngallsMr. & Mrs. O. Fitzhugh

Johnson, Jr.Mr. & Mrs. Regis I. Keddie IIMr. Stephen King &

Ms. Catherine WackMr. & Mrs. William J. KinnamonMr. & Mrs. F. Raymond LittleMr. & Mrs. Bernard Mahon, Jr.Mr. & Mrs. Walton MahonMr. & Mrs. Keith MarineMr. & Mrs. Charles G. McDanielMr. & Mrs. W. Richmond

McDanielMr. & Mrs. Charles W. McDaniel Mr. & Mrs. Warren H. McInteerMr. & Mrs. John F. McManusDr. & Mrs. Patrick J. McManusMrs. Jennalee R. McNallyMs. Teri McNallyMr. & Mrs. Donnell S. MohrMr. Robert J. Furner &

Ms. Richelle D. MooreMr. & Mrs. G. William Morton IVDr. & Mrs. W. Angus MuirMr. & Mrs. Erik J. MullerMr. Gregory T. NedellMr. & Mrs. Donald H. NewlinMr. & Mrs. Gary NuckolsMr. & Mrs. Joseph P. O’MalleyMr. & Mrs. Michael A. O’MalleyMrs. Mary Jane O’NeillMr. & Mrs. Charles PastoMr. & Mrs. Charles PayneMr. & Mrs. J. William PooleMr. & Mrs. Robert L. PrennMr. & Mrs. Douglas E. Quarles IIIMr. & Mrs. Morris R. ReamyMr. & Mrs. Bradley A. ReppThe Honorable &

Mrs. Horace A. Revercomb

Dr. & Mrs. David B. RiceMr. & Mrs. Xavier R. RichardsonMrs. David RidderhofMs. Whitney Eck RileyMr. & Mrs. Thomas Y. SavageMr. & Mrs. William M. Scaife, Jr.Mr. & Mrs. W. Malone SchoolerMr. Paul T. ScottMr. Marion Y. SeayMr. & Mrs. L. Franklin SealyMr. & Mrs. Thomas L. SegarDrs. Anna & Scott SellMr. & Mrs. Gilbert L. SheltonMr. & Mrs. Paul A. SimpsonDr. & Mrs. Samuel C. SmartMr. & Mrs. Emmett C. Snead IIIMs. J. L. C. SniderMr. Douglas G. StewartMr. & Mrs. Neil S. SullivanMrs. Laura Stuart TaylorMr. & Mrs. William TaylorMr. & Mrs. William TaczakMr. & Mrs. Wyatt Thompson, Sr.Mr. & Mrs. D. Ian ValentineMr. & Mrs. Craig W. Van

ValkenburghDr. & Mrs. Robert B. VranianMr. Thomas J. Wack &

Ms. Ann SearsMr. & Mrs. Benjamin N. WafleMr. & Mrs. Aric WagnerMr. & Mrs. Jon WallaceMr. & Mrs. Keith L. WamplerDr. & Mrs. H. Conrad WarlickMs. Sheri WarrenMr. & Mrs. Dietmar M. WeselinMr. & Mrs. Kenneth T.

Whitescarver IIIMr. & Mrs. Scott WilliamsThe Honorable & Mrs.

Gordon F. Willis

*We strive for impeccable donor record management. If you should discover an error please let us know so we can correct it.

The Community Foundation is proud to recognize these individuals, businesses and organizations that made charitable investments in the communities of the Rappahannock River Region.*

Bill LakemanA fund, established through Bill Lakeman’s will, provides annual, ongoing support for the Greater Fredericksburg Habitat for Humanity.

Michael ColangeloMichael Colangelo created a fund at the foundation to honor his family and to show his gratitude to a community that has given him so much.

The

Fre

e L

ance

-Sta

r

Page 12: Annual Report 2011 - The Community Foundation

10

The Community Foundation 2011 Donors (cont.)

The Honorable & Mrs. J.M.H. Willis

Mr. & Mrs. William A. WithersMr. Wayne Woodis &

Ms. M. Saundra PearsonMrs. Sharon WrightMr. & Mrs. William B. YoungMr. & Mrs. William B. Young

Contributors to Funds within The Community FoundationA & D Maintenance &

Repair ServicesAdtran Inc.Dr. & Mrs. John M. ArmitageMr. & Mrs. James P. AustinDr. Andrew L. BallMr. & Mrs. Stephen E. BarnumMrs. Mary BergerMr. & Mrs. Thomas W. BerryMr. William S. BoldonMs. Gertrude BonheurDr. Jeffrey H. BoutwellThe Honorable &

Mrs. Perry BowenMs. Virginia BrannockLt. Col. Gwendolyn

Braswell-NashMr. & Mrs. Lawrence J. BrownMr. James B. CartmillCD’s Landscaping & Lawn

ServiceDr. Robert J. Ciccone, D.D.S.Mr. & Mrs. Madison M. CliftMr. & Mrs. David ColangeloMr. Joseph DanielMs. Inez DawsonDeBose & Sons ConstructionMrs. Wayne A. DennisonDixie’s Hair Studio, Inc.Duffield Hauling, Inc.Mr. & Mrs. Jonathan DunnMs. Elena EllisEuro PaintingMr. & Mrs. Woodrow W. Everett

Mrs. Georgia Willis FauberMr. & Mrs. George FinleyMr. & Mrs. Adam M. FriedGardner, Maupin, Sutton, &

Haney, P.C.Ms. Cynthia GoldenMs. Anne GravesGreen River Enterprises, LLCMs. Ellen B. HaganMs. Holly HamiltonMr. & Mrs. Daniel I. HansenMrs. Mary HillardMr. & Mrs. Donnie HolcombMr. & Mrs. James D. HopkinsDr. & Mrs. Daniel HoffmanMr. & Mrs. Andrew H. HuffineMr. & Mrs. Ralph M. HullsMr. & Mrs. Robert JacksonMr. & Mrs. Ricky JonesMr. & Mrs. Ronald C. JordanKristie L. Kane, PLCMr. Scott KetchamMrs. David F. King, Jr.Mr. & Mrs. Stuart F. KingMr. & Mrs. Wallace N. KingMrs. Betty LontzMr. & Mrs. Richard E. LunsfordMr. & Mrs. Bernard Mahon, Jr.Mr. John MahoneyMr. H. Franklin MarrsMr. Jeffrey MarshallMary Washington HealthcareMary Washington Healthcare

FoundationMr. & Mrs. Raymond

McAffooseMrs. Mary Wynn Richmond

McDanielMr. & Mrs. W. Richmond

McDanielMr. & Mrs. John F. McManusMeadows Farms Championship

Golf Course, Inc.Mell & Frost, PC Attorneys

at Law

The Estate of Irene A. MillerMr. & Mrs. Jerry L. MillerMs. Tracey MillerMr. David G. MorganMr. & Mrs. Roland MurphyNational Counseling Group, Inc.Neighborhood Companies, Inc.Mr. & Mrs. Stephen NorairMr. & Mrs. Joseph O’ConnorMr. & Mrs. Davis L. OwenMr. David PaganPembroke TransportMr. & Mrs. William S. PfancuffPratt Medical CenterMr. Paul K. ReeseThe Honorable &

Mrs. Horace A. RevercombMr. & Mrs. James D. RossMr. & Mrs. Ronald E. RossMr. & Mrs. Brian L. RossMr. Josiah P. Rowe IIIMr. & Mrs. Joseph L. RushingMr. Kenneth J. SeamanMr. Marion Y. SeayMr. & Mrs. Richard ShackletteSilver Honaker Development

CompanyJennifer M. Simmons, PLCMs. Elizabeth SimpsonMr. & Mrs. Paul A. SimpsonS & N Communications, Inc.Dr. & Mrs. Michael H. SneddenCapt. & Mrs. James S. SnyderSport & Health ClubMr. Douglas S. StewartMr. & Mrs. Neil S. SullivanUnion Bank & Trust

Walt Mahon Scholarship FundUnion First Market BankThe Vanderhoof Lemanski

FamilyVikings Hunting ClubVirginia Juvenile Justice

AssociationTommy Wallace Electrical, Inc.

The Estate of Ms. Elsie E. Wheeler

Dr. Gail W. WertzMr. & Mrs. L. Steven WrightMr. Carl S. ZirkleMr. & Mrs. Joseph Zych

Ring in the HolidayParty SponsorsApplied Technology, Inc.BB&TBruce & Sandra DavisCooper Financial Group of

Raymond JamesCullen, Inc.Doug StewartHilldrup PropertiesHirschler FleischerHolmes, Riley and

Associates–Merrill LynchParrish Houck & Snead, PLCParty ElegancePBGH, LLPPeoples Community BankRob Billingsley–Northwestern

Mutual Financial NetworkStellarOne Wealth ManagementThalhimer A Member of the

Cushman & Wakefield Alliance

The Blalock FamilyThe KEDDIE GROUP of

Davenport, LLC.The Pearson Group The Princess Anne Building The Thos. J. Wack CompanyUnion First Market BankVirginia Commerce BankVirginia Partners Bank

Jinxie ForbushA fund established by Jinxie Forbush in memory of her husband, Warren, has helped conserve a rare early letter written by George Washington for the George Washington Foundation.

Doug StewartFounding board member and longtime supporter Doug Stewart set a personal goal to climb Mt. Kilimanjaro, then challenged colleagues and raised funds for Youth In Philanthropy.

Page 13: Annual Report 2011 - The Community Foundation

“My life has been forever changed by the death of our son in a senseless act of teen violence.”

I feel the loss of every mother and father who has endured suffering brought on by a violent act against their child. We created the annual Baron P. Braswell II Run/Walk Against Teen Violence to stir the community into action.

I am Gwendolyn Braswell-Nash and I am The Community Foundation.

Page 14: Annual Report 2011 - The Community Foundation

We research, debate and award grants to worthy charities, tackling issues that are important to young people. Along the way we learn leadership and presentation skills, manage budgets and study the feasibility of proposals. We take our responsibility very seriously and also have a lot of fun.

We are Youth In Philanthropy and we are The Community Foundation.

“Through YIP, we are making a difference in issues such as teen pregnancy, homelessness, domestic violence, sexual assault and more.”

Page 15: Annual Report 2011 - The Community Foundation

13

The Community Foundation 2011 Donors (cont.)

Angela WilliamsFoundation volunteer Angela Williams researched and wrote the region’s first definitive status report on women for the Women & Girls Fund. She is working on an update.

Women & Girls Gifts to the Women & Girls Fund made in honor or memory of beloved women.

In memory of… Dorothy Bolden honored by Bill Bolden

In honor of…Ana Garcia honored by Ana Garcia

Chichester

Rebecca Ann Watson honored by Kathleen Wallace

Katherine Stadler honored by Alma Withers

Mary Jane O’Neill Nancy Cherwek Betty Witter Rozzie Whitescarver Mary Kay Savage Janel O’Malley Karen Rose honored by Jessica Beringer

Marjorie Tankersley honored by Cinde Hoffman

Heather Neubauer honored by Camille Degen

Charter Members of the Women and Girls FundMs. Mona AlbertineMs. Anne AllenMs. Stephanie ArmstrongMrs. Mary Ann BatscheMs. Suzanne BelmoreMs. Jessica BeringerMs. Helen BieverMs. Lisa BieverMs. Ann BlackMs. Betty BlaisdellMs. Sara BrannerMs. Doris BuffettMs. Mary CadwallenderMs. Nancy CherwekMs. Ana ChichesterMs. Anita ChurchillMs. Elizabeth ClarkMs. Linda CokerMs. Peggy ConwayMrs. Casey CornellMrs. Cathy DavisMrs. Camille DegenMrs. Marion Deitz-BlairMs. Delise DickardMrs. Doris DickinsonMrs. Dori EglevskyMs. Tina ErvinMrs. Carol EvansMs. Ann FirthMs. Heather FoleyMrs. Jinxie ForbushMrs. Jackie FowlerMs. Meredith FoxMs. Mary Carter FrackeltonMs. Pat FrazerMs. Janice GageMs. Betsy GlassieMs. Angie HallbergMs. Deborah HamiltonMs. Susan HansenMs. Lucy HarmanMs. Donna HartMs. Jennifer HellierMrs. Nancy HicksMrs. Mary HilliardMrs. Joyce Hite

Ms. Gayle HockMs. Judith HodgensMs. Cinde HoffmanMs. Mary Louise HolmesMs. Dona HoltMs. Amelia HovermaleMs. Robin HuddleMrs. Tina JacksonMrs. Ellen JarrellMs. Veronica KellyMrs. Lillian KendallMs. Bernie KennewegMrs. Dee KittermanMrs. Jeanne KlotzDr. Katherine LovelloMs. Christine LynchMrs. Patti LynchMs. Ann MacdonaldMrs. Carol MannsMs. Dana MarshallMrs. Celie MasseyMs. Carolyn MathurMrs. Maggie McCormackMrs. Mary Wynn McDanielMrs. Rennie McDanielMrs. Tricia McDanielMs. Deborah McManusMs. Mary Elizabeth McManusMs. Jennalee McNallyMs. Teri McNallyMrs. Elaine MillerMs. Nancy MillerMs. Marilyn MoonMs. Linda MooreMs. Richelle MooreDr. Wendy MooreMrs. Tami MorelloMrs. Susan Carter MorganMrs. Rhonda MorganMrs. Louise MortonMrs. Michaele MortonMrs. Barbara MuirMrs. Susan NealMs. Carolyn NelsonMrs. Bev NewlinMrs. Alice NuckolsMs. Carrie O’MalleyMrs. Janel O’MalleyMs. Mary Jane O’Neill

Ms. Katy OvertonMrs. Sandy PearsonMs. Sarah PiersonMrs. Linda PisentiMrs. Joan PolandMs. Allyson PoskaMrs. Betsy QuarlesMrs. Kitty QuarlesMrs. Barbara RankinMrs. Christine ReppMrs. Jeannie RichardsonMs. Julie RickettsMs. Whitney RileyMs. Retta RobbinsMrs. Brooke SatterwhiteMs. Linda SealyMs. Ann SearsMrs. Barbara SegarMs. Georganne SellarsMs. Lori SimmsMs. Lynn SimmsMrs. Debbie SimpsonMs. Kimberly SmartMs. Janet SokolMrs. Shaun SullivanMrs. Shirley SwisherMrs. Jan TaczakMs. Betsy TaylorMrs. Laura Stuart TaylorMs. Nancy TurnageMs. Penny TurnerMs. Cathy WackMrs. Kitty WafleMrs. Kathy WallaceMrs. Jeannine WamplerMs. Sheri WarrenMs. Alda WhiteMs. Rosalind WhitescarverMs. Angela WilliamsMrs. Archer WilliamsMs. Kelsey WilliamsMrs. Sue WilliamsMrs. Susan L. WilliamsMrs. Barbara WillisMs. Debby WillisMs. Tory WillisMrs. Alma WithersMrs. Marsha Zaidman

Page 16: Annual Report 2011 - The Community Foundation

14

Revenues and Support

Contributions to Funds $ 509,458 Temporarily Restricted 25,433 Unrestricted 48,062

Special Events Revenue 75,674

Administrative Fees 4,033

Interest and Dividend Revenue 166,830

Realized Gains/Losses 85,336 Unrealized Gains/Losses 857,447

Change in Value of Split Interest Agreement 25,790

Total Revenues and Support $ 1,798,063 Expenses Grants and Program Support 559,229

Management and General 79,413 Fundraising and Special Events 63,742

Total Expenses $ 702,384

Fiscal Year 2011Financial Summary

Page 17: Annual Report 2011 - The Community Foundation

15

Field of Interest $ 124,827

Unrestricted $ 126,709

Pass-Through $ 377,969

Agency $ 616,402

Scholarship $ 773,558

Designated Funds $ 1,008,912

Donor Advised $ 5,041,276

Environment $ 30,119

Scholarships $ 49,393

Community Philanthropy $ 52,957

Education $ 59,449

Health and Human Services $ 127,660

Arts, Culture and Humanities $ 154,624

June 30, 2011 Funds by Type $8,069,652

Fiscal Year 2011 Cash Paid for Grants, Scholarships and Distributions $474,202

Page 18: Annual Report 2011 - The Community Foundation

Duff McDuff Green, Jr. was passionate about preserving nature, local history and its cultural resources and improving the lives of children.

After his death, a fund was established in his name at the foundation, supporting – in a timeless way – the causes he cared so deeply about.

Duff Green’s legacy of philanthropy is The Community Foundation.

Th

e Fr

ee L

ance

-Sta

r

Page 19: Annual Report 2011 - The Community Foundation

Mona D. Albertine President W. Richmond McDaniel President-Elect

Heather Bowers-Foley, CPA Treasurer

Richelle D. Moore, Esq. Secretary

Harry D. Dickinson, PhD, CPA Past President

©2011 The Community Foundationof the Rappahannock River Region

The Community Foundation Board of Governors 2010

E. Thomas Blalock, IIJohn H. Coker, Jr., DMD Bruce L. DavisR. Leigh Frackelton Jr., Esq. Daniel I. Hansen Reverend Larry E. LenowBernard W. Mahon, Jr.John F. McManus, Esq.Erik J. MullerMichael A. O’MalleyMary Jane O’Neill M. Saundra Pearson Reverend Donald J. Rooney Nicky SeayNeil S. SullivanJanet S. TaczakCatherine M. WackKeith L. Wampler, CPA, CVAKenneth T. Whitescarver, III

Teri McNally Executive Director

Lisa Biever Program Officer

Ditas Kaag, CPAFinance Officer

Page 20: Annual Report 2011 - The Community Foundation

The Community Foundationof theRappahannock River Region

725 Jackson St. Suite 114P. O. Box 208Fredericksburg, Virginia 22404

540.373.9292 www.cfrrr.org


Recommended