Community Foundation annual report

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



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


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



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


• 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



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


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



“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


• 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



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


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:



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.


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



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

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Community Foundation annual report

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