Annual Report 2019

ANNUAL REPORT

A THRIVING ABILENE, ENDOWED

FOREVER

We are particularly excited to share this year’s report with you, because it unveils and embodies our new mission and vision statements. These statements capture the essence of what we do and why we do it.

Our mission is simple. The Community Foundation of Abilene empowers people to make a lasting charitable impact on our community. That is why we exist. We empower our donors to leave a legacy of supporting the causes they care about, whether it be housing the homeless, feeding the hungry, enriching our community through arts and culture, helping students further their education, providing access to healthcare, preserving history or anything else that enhances our community.

Our vision statement is also simple. It is for a thriving Abilene, endowed forever. The more endowed assets we have to benefit our community,

Katie Alford, President/CEO Yvonne Batts, Board Chair

the greater the ability for Abilene to grow and thrive. This past year, we reached a new record high of total assets – $138 million. What this means for Abilene’s future is exciting to think about! We granted out more than $8 million over the past year based on our donors’ charitable interests. Of the total granted out, $6.5 million stayed here in Abilene.

The more we can endow Abilene, the greater that number becomes. This is why we believe that an endowed Abilene yields a thriving Abilene.

I hope you enjoy reading through this report. You will see how donors are doing just what our mission states – making a lasting charitable impact on our community through endowment funds they have established at CFA. Grants from our donors’ funds have made impactful grants to meaningful causes over the years, and, through the power of endowment, they can continue to grow and make grants for years to come.

© Copyright 2019 Community Foundation of Abilene.

All Rights Reserved. Confirmed in Compliance with National Standards for U.S. Community Foundations.

We welcome you to be part of our mission and vision. You can make a lasting charitable impact on our community and help pursue our vision for a thriving Abilene, endowed forever.

make a lasting charitable impact on our community. We connect donors to causes they care about, manage strategic investments to preserve our endowments, make grants that align with donor intent, respond to community needs and provide philanthropic leadership to enhance Abilene’s future, today.

COMMUNITY FOUNDATION OF ABILENE | ANNUAL REPORT 2019

The Community Foundation of Abilene empowers people to

2

OUR MISSION:

We empower people to make a lasting charitable impact on our community.

WE CONNECT DONORS TO CAUSES THEY CARE ABOUT. First, we listen. We want to know what matters to you. Then, we help you identify the organizations doing work in those fields.

Together, we’ll develop a charitable giving strategy to maximize your ability to impact the identified causes.

WE MANAGE STRATEGIC INVESTMENTS TO PRESERVE OUR ENDOWMENTS. This is what we mean by lasting impact. When you establish an endowment fund to support the causes you care about, we invest the principal gift to help the fund grow. Our investment team includes our investment committee, investment consultant and investment managers who work together to carefully and thoughtfully protect and grow these assets for long-term sustainability.

WE MAKE GRANTS THAT ALIGN WITH DONOR INTENT. Now for the fun part!

Growth from your fund is used to make grants to the nonprofit causes that interest you. Because of our strategic investments, your fund has the potential to eventually grant out more money than the amount of your initial gift, making an even bigger impact on our community.

COMMUNITY FOUNDATION OF ABILENE | ANNUAL REPORT 2019

WE RESPOND TO COMMUNITY NEEDS.

WE PROVIDE PHILANTHROPIC LEADERSHIP.

We do this in a number of ways. Our unrestricted funds give us the flexibility to support the changing needs in our community.

Our donor-advised fundholders can also respond to emerging needs by recommending grants from their funds as needs arise.

Our commitment to this community goes beyond grantmaking.

We use our resources to equip local nonprofits with knowledge and skills to effectively carry out their missions. One example of how we do this is by offering free quarterly educational workshops for nonprofits.

THE PURPOSE? TO ENHANCE ABILENE’S FUTURE, TODAY. It’s all about making our community better. We believe the power of endowment makes this possible. Abilene is filled with people working to make a positive impact every day. It’s our mission to make that impact lasting.

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DONOR-ADVISED FUNDS This type of fund gives you the flexibility to recommend which nonprofit causes receive grants from your fund each year.

149

Donor-Advised funds generated in grants.

“My favorite shark would pretty much be the Mako shark,” said the 9-year-old on a toasty summer day at the Abilene Zoo. It was on this day that he met Caroline Haney, a girl his age with whom he quickly formed a unique bond.

“We’ve both been through similar things, and it’s just nice to know someone else knows what you’re feeling,” said Caroline.

Brady lives with a congenital heart defect, and Caroline has fought a battle with cancer. Both have had wishes fulfilled by Make-A-Wish. Caroline went to Disney World, and Brady went to Disney World to – you guessed it – swim with sharks.

“I wanted to swim with any shark. I didn’t care what it was!”

CFA arranged for Caroline’s family to meet Brady and his family because of a connection the two didn’t even know they shared. Mike and Julie Denny, Caroline’s grandparents, have a donor-advised fund at CFA. Inspired by Caroline’s journey, the Dennys have recommended grants from their fund to Make-AWish, thus supporting wishes like Brady’s.

“I know what Brady has been through and what Caroline has been through,” said Mike Denny. “It’s an important thing to us and pretty emotional.”

Swimming with sharks was an experience Brady will never forget, and it meant more to him than the sheer thrill of it.

“What has inspired me throughout this process is that Make-A-Wish has given other children and me possibilities to have a dream to see this or that, something that they want.”

See the video of Brady and Caroline’s day at the zoo at cfabilene.org/impact.

Left: (L to R) Wyatt Bradshaw, Brady Bradshaw, Caroline Haney, Tom Haney.

Above: Brady swimming with sharks at Disney World.

COMMUNITY FOUNDATION OF ABILENE | ANNUAL REPORT 2019

Brady Bradshaw doesn’t just like sharks. He LOVES them.

6

A trip to the doctor’s office, for many of us, means hopping in the car and driving across town. Or, we might have a family member or friend drive us. Not everyone has this luxury.

“In the beginning, I would wonder how I was going to get back and forth to different appointments that were up here,” said Patricia Waddell about her commutes to and from the ResourceCare clinic in Clyde, where she receives care.

Disability in Action fills the gap for people like Patricia who lack access to affordable transportation and cannot always pay for public transport.

The nonprofit received a $15,000 discretionary grant in fall of 2018 to support Transportation Works, a program to provide same-day transportation for citizens with disabilities. It’s the only service in town known to provide same-day transportation for citizens with disabilities, free of charge.

We introduced Patricia to CFA board member Ian Nickerson, whose mother has utilized the Transportation Works service in the past.

“Having Disability in Action was a blessing for her and for me. It kind of took some of the worry and concern away, knowing that she could get to those very important appointments.”

Ian rode along with Patricia to one of her appointments, experiencing first-hand the impact of the CFA grant.

“I realize even more so now, it’s more than just getting a ride,” said Ian about Disability in Action’s services.

Patricia agrees.

“They’ve helped me out with Medicare papers and stuff like that, things that I’m really not too good on . . . They’ve actually been a godsend.”

See the video of Ian and Patricia’s ride-along at cfabilene.org/impact.

Above: CFA board member Ian Nickerson and Disability in Action participant Patricia Waddell.

“I realize even more so now, it’s more than just getting a ride”

COMMUNITY FOUNDATION OF ABILENE | ANNUAL REPORT 2019

UNRESTRICTED & FIELD OF INTEREST FUNDS CFA offers two types of grant cycles for nonprofits to apply for funding – Discretionary grant cycles and Field of Interest grant cycles.

Discretionary grant cycles are made possible by Unrestricted funds, which give CFA the flexibility to respond to emerging needs in the community. Field of Interest funds are established by donors with a passion for a specific cause area, and nonprofits serving that cause can apply for grants from these funds.

2 3

Unrestricted Grant Cycles generated in grants.

Field of Interest grant cycles generated in grants.

8

Emily and Michael Breninger recently adopted their third child, turning their family of four into a family of five.

“The fact that I now have three kids for certain that are my own and the chance to . . . give them stability and a house with love and care has definitely been what I have enjoyed the most about the whole process,” said Michael about the adoptions, which were the result of Big Country CASA’s mission.

Big Country CASA (Court Appointed Special Advocates) is a local nonprofit that trains community volunteers to serve as advocates for abused and neglected children in the court system.

Above: Emily and Michael Breninger at the adoption of their third child, Elissa, June 24, 2019.

Right: John and Carolyn Beckham with Emily and Michael Breninger and children.

CFA fundholders Carolyn and John Beckham care deeply about the work CASA is doing to help these children and connect them to loving homes, which is why they have recommended grants from their Donor-Advised fund to support CASA. “We cannot afford to not take action with these children,” said Carolyn. “They’re just too precious and too important to our future.”

CASA also has its own Agency Designated fund at CFA, which can provide a lasting source of income for the nonprofit, ensuring it has resources to further its mission for years to come.

“CASA at its heart is about trying to make for brighter futures,” said Carolyn. “It is about everyone working together to make sure that no child slips through the cracks of an overburdened foster care system. It is about second chances, and sometimes new beginnings.

But above all else, it is about making sure that children are loved and have a safe place to live, to grow and thrive.”

See the video featuring the Beckhams and Breninger family at cfabilene.org/impact.

COMMUNITY FOUNDATION OF ABILENE | ANNUAL REPORT 2019

DESIGNATED FUNDS These funds establish a lasting source of income for a specific nonprofit organization. The fund can be established by a donor or the nonprofit agency itself.

165

Designated funds generated

in grants.

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JEAN HAYS If ever there lived a woman who loved and gave back to her community, it was Jean Hays.

Jean passed away in 2018, leaving gifts to six nonprofits, including the Community Foundation of Abilene. What the organizations didn’t immediately know was how great the gifts would be — $1.5 million each.

The gift to CFA supports the Jean and Curly Hays Scholarship Fund, which provides scholarships to college students who have reached at least their junior year of college. This gift will grant out an additional $60,000 in scholarships each year.

“That’s huge,” said CFA President/CEO Katie Alford. “It will be able to help more students and will be able to help at a much higher level.”

Because of Jean’s humility, none of the nonprofit beneficiaries expected the gifts would be so large.

“I think it’s a true testament to who Jean was and who Curly was, that they stewarded their funds and that they’re going to make an amazing impact on many, many lives.”

See the video tribute to Jean Hays at cfabilene.org/legacy.

Curly Hays, Jean’s Husband, was also passionate about helping students acheive their educational goals.

NELLE & RALPH HOOKS Nelle and Ralph Hooks understood the importance of giving CFA the ability to fund the changing needs in our community.

They left an unrestricted estate gift, which will support our discretionary grant cycles.

Lavern Roeder left an IRA to benefit three different CFA funds: The Ralph and Lavern Donnell Designated Fund, which supports Meals on Wheels and First Central Presbyterian Church, The Ralph and Lavern Donnell Scholarship and The Ralph and Lavern Donnell Unrestricted Fund.

SCHOLARSHIP FUNDS

117

Scholarship funds generated

in college scholarships

LEGACY SOCIETY These members have named CFA as a beneficiary through their estate.

Jim M. Alexander Katie and Jason Alford Grady Barr Ann Bridwell Nancy Brock Caroline Cammack Kelly and Paul Cannon Jo and Joe Ed Canon Mary Lynn and Jimmie Cantrell Carl Childers Thomas W. Choate Joy and Glen Churchill Kenneth L. Conrad Mary and Vance Cooksey

Jackie and Bart Cox Jana and Joe Crawford Kay and Ray Denkhoff Mike Dudley Lale and B.J. Estes Linda and Glenn Files Ann and Douglas Ford Loretta Fulton Nina Gifford Mary and Larry Gill Cindy and Robert Hanna Patricia and Delbert C. Hess Marilyn J. Jacobs Myra and Paul A. Johnson

Phillip P. Johnson Jane P. Jones Nancy and Ross L. Jones Beverly Kitzman Rozlyn and Jerry Love Gloria McDaniel Kathy and Philip Morehead Angela Nicolini Cynthia Pearson John E. Pearson Wanda Ragsdale Becky and Jack Rentz Karen and Jack Rich Michelle and Scott Senter

Nita and Steve Slaton Donniece Smith Norma (Sug) Springer James D. Tittle Jamie Villegas Courtney Vletas Rhonda and David Webb Kathy and Jim Webster Linda White Bill and Joni Wood Bill Wright

COMMUNITY FOUNDATION OF ABILENE | ANNUAL REPORT 2019

LAVERN ROEDER

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We hosted the third annual Abilene Gives, a 24-hour day of giving to benefit local nonprofit organizations.

The community knocked it out of the park!

$730,000 Total raised on the giving day

2,700

Donors gave during the giving day

Save the date for our next Abilene Gives!

MAY 5, 2020 abilenegives.org

Poppy Crowe reads to children and their families at the NCCIL Popcorn and Pajamas event.

Katie Alford with Marelyn Shedd and Ron Butler of First Financial Bank at the FFB Block Party.

Junior League of Abilene participating in Abilene Gives events.

COMMUNITY FOUNDATION OF ABILENE | ANNUAL REPORT 2019

121

Participating nonprofits from Abilene and surrounding areas

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When a destructive tornado hit Abilene on May 18, the Community Foundation of Abilene responded that very day, establishing the Abilene Disaster Relief Fund as a safe and effective way for people to donate and support Abilenians directly impacted by tornado damage.

CFA and the United Way of Abilene proudly joined forces in a unified effort to raise and distribute funds. Together, we raised more than $500,000 for relief and recovery efforts.

More than half was granted out within weeks of the storm, helping people with essential, immediate needs. The remaining funds are being used for long-term rebuilding projects.

Our ability to respond quickly during a crisis is a direct reflection of the Abilene community’s generosity and determination to help our neighbors in time of need.

Learn more about how funds have been granted out at cfabilene.org/tornado-relief.

Above: Roofers worked to repair a roof damaged by the tornado. Left: Volunteers join cleanup effort for fellow neighbors.

Together, we raised more than

$500,000

for relief and recovery efforts.

COMMUNITY FOUNDATION OF ABILENE | ANNUAL REPORT 2019

STRONG

16 $250 a year for an individual or couple to become a member.

Membership dollars are pooled into the endowment.

Future Fund is a membership-based endowment fund of the Community Foundation of Abilene to benefit local children and youth.

The money is invested, allowing the fund to grow.

Revenue is used to make grants to nonprofits serving local children and youth!

FY19 ACCOMPLISHMENTS

$1M

Reached a milestone of $1 million in grants made since Future Fund’s founding in 1995

Awarded $104,000 in grants during the 2019 grant cycle, the most awarded in a single cycle in Future Fund history

FUTURE FUND LIFE AND 2019 MEMBERS

$104K Learn about membership options at cfabilene.org/futurefund

Katie and Jason Alford

Jana and Joe Crawford

Wendy and Scott Kilmer

Julie and Buddy Napier

Jodie and Nick Arrott

Lynn and Bud Darby

Sherette and Stephen Kimmel

Cheryl Niblo

Steve Senter

Mitch Barnett

Laura and Ted Dyer

Leigh and Greg King

Julianna and DonMark Nickson

Laura and Eddy Smith

Carolyn and John Beckham

Larry Ellis

Tiffany and Scott Lamb

Angela Nicolini

Holly Clause and

Julie and Rob Beckham

Mandy Ellis

Cathy and Peter Lauve

Kim and Steve Nussbaum

Jeannette and Josh Black

Lale and B.J. Estes

Diana and Mark Layton

Kassidy and Ricky Nygaard

Suzanne and Kent Strain

Braid and Jeff Blanks

Shellie and Sam Evans

Christie Leedy

Amanda and Terry O’Connor

Logan and Taylor Sturgis

Susan and Jeff Braaten

Allicyn and Ted Evans

Paige and Philip LeMasters

Katy and Cole Oliver

Cindy and Mike Sullivan

Roberta Kalafut and

Carin and Steven Ezzell

Elyse and Patrick Lewis

Lanny Owens

Jill and Brett Teague

Evelyn and Joe Ferguson

Debbie and Timothy Lillick

Mindy and Jason Patterson

Amanda and Steve Teten

Teresa and Gray Bridwell

Jennifer Johnson and

J’Dana and Tom Lindley

Patrizia and Robert Pelfrey

Taylor Tomanka and

Kristen and James Bridwell

Michael Fernandez

Martha Magee

Kim and Mark Phelan

Edward Brandecker

Shay Senter

Andy Stoebner

Martin Fergus

Melanie and Kent Brown

Pat and Don Fite

Libby and Kenneth Martin

Amanda and David Pittman

Lucy and Sam Vinson

Katie and Cade Browning

Libby and Ryan Gibson

Nancy and Michael Matthew

Angel and Norm Poorman

Liz and Robert Wagstaff

Lorilei and Ron Butler

Mandy and Paige Gollihar

Amy and Rocky McAdams

Dottie and Kerry Preston

Sheila and Mike Warren

Kelsey and Andrew Caprio

Lisa and Jeff Goolsby

Elizabeth and Ben McAnally

Kaye Price-Hawkins and

Amy and John Willey

Christine Curtis-Carr and

Rhonda and Timothy Graves

Jasmine and

Brandon Carr

Jane and Phil Guitar

Regi McCabe-Gossett

Joe Hawkins

Panissa and Dason Williams

Ashley and James D. Puryear

Cole Wilson

Nichole and Jeff Casey

Beverly and Russell Guthrie

Karla and Andy McCall

Nancy and Derral Reed

JoAnn and Randy Wilson

Lisa Chavez

Abbi and Andrew Harmon

Candice and Forrest McCray

Rachel and Chris Riley

Tracy and Richard Wolfe

Megan and Kelly Cheek

Ashley and Jason Hall

Sydney and Charlie McKinney

Andrea and Aaron Robison

Donna and Terry Wolfer

Mary and Philip Christopher

Carol and Glen Hall

Claire and Sam Mehaffey

Callie and Austin Roeder

Jane and James Greg Yost

Cory Clements

Callie and Lee Hampton

Kim and Tony Melnyk

Alex and Justin Russell

Ronica Coldiron

Kate and Matt Haney

Leif Merck

Sue and Eric Schackmuth

Names in bold indicate

Cay and Steve Collins

Lindsay and Jay Hardaway

Kim and Jay Miers

Kyle Schnitman

lifetime members

Becky and Mark Colman

Becca and Scott Hibbs

Jamie and Shannon Miers

Donna and Paul Schnitman

Mary and Vance Cooksey

Nancy and Bruce Hildebrand

Elizabeth and Aaron Miller

Erin and Cactus Schroeder

Laura and David Copeland

Randalyn and Andrew Houser

Laura Millican

Shawn J. Senter

Carol and Vic Corley

Alexis and Derick Hughes

Deana and Robby Morris

Michelle and Scott Senter

2019 GRANTEES 4-Way Ministry Outreach

City of Abilene Recreation

Abilene Cultural Affairs Council/ Abilene Arts Alliance

Division Connecting Caring Communities

Abilene Big Country Chapter of AMBUCS

Food Bank of West Central Texas International Rescue Committee Joseph Thomas Foundation

Abilene Performing Arts

Junior Achievement

Company

Keep Abilene Beautiful

Abilene Philharmonic

Kenley School

Association

New Horizons (Audrey Grace

Abilene Zoological Society

House)

Future Fund members pose at a concert benefiting CFA

Advocates for Camp Able

Noah Project

Alliance for Women & Children

Regional Victim Crisis Center

Big Brothers Big Sisters

St. John’s Episcopal School

Big Country Court Appointed

The Grace Museum

Special Advocates (CASA)

Young Audiences

Children’s Performing Art Series

Young Life

Chorus Abilene

Total Grant Amount: $104,338

Kaye Price-Hawkins and Joe Hawkins pose at the annual Friends Breakfast

The Friends of the Community Foundation is a core group of supporters whose membership contributes to our administrative and operational costs.

Membership starts at $200 per year. cfabilene.org/friends Jim Alexander

Cay and Steve Collins

Katie and Jason Alford

Lynette and Charles Coody

Barbara and Lynn Anderson

Laura and Dave Copeland

Grady Barr

Carol and Vic Corley

Yvonne and Ron Batts

Lota Zoth and Cary Corthron

Carolyn and John Beckham

Roxy and Bill Cox

Peggy Beckham

Jana and Joe Crawford

Paula and Russell Berry

Weeze Daniel

Debbie and Downing Bolls

Lynn and Bud Darby

Rhonda and Leroy Bolt

Jo Ann and Louie Bob Davis

Gina and Tucker Bridwell

Gary DeShazo

Lou and Robert Briley

Rudith and Don Drennan

Nancy Brock

Scott Dueser

Donna and Tommy Broyles

Laurie and Bob Eagle

Glenda and David Buhrmann

Barbara Edwards

Lynda and Bart Calcote

Jean Kay and Chuck Erwin

Kelly and Paul Cannon

Lale and B.J. Estes

Jo and Joe Ed Canon

Shellie and Sam Evans

Nancy and Jay Capra

Star and Ray Ferguson

Nell and Jerry Carter

Doris Miller and

Linda and Sam Chase

Don Fitzgibbons

Virginia and Dewayne Chitwood Ann and Doug Ford Joy and Glen Churchill

Deonna and Gary Galbraith

Christie and Gerald Galbraith

Louise and Robert Lockhart

Suzie and Gary Shahan

Mary and Bob Gee

Marilyn and K.O. Long

Marelyn and Glen Shedd

Mary and Larry Gill

Rozlyn and Jerry Love

Nita and Steve Slaton

Marilyn and Jeff Goodin

Jackie and Roger Love

Kim and Jim Snyder

Vicki and Jeff Graham

Ellen and Kirk Massey

Kaye and Dick Spalding

Rhonda and Tim Graves

Chris and Kade Matthews

Kay and Randy Spiva

Gayle and Robert Gray

Sylvia and Gary McCaleb

Patsy and Jerry Strader

Ann and Jack Griggs

Gloria McDaniel

Carolyn Strain

Helen Groves

Sharon and Mike McDonald

Cindy and Mike Sullivan

Beverly and Russell Guthrie

Doris and Bobby Melson

Karen and David Swearingen

Carol and Lanny Hall

Pam and Royce Money

Jana and John Thacker

Rae Ann and Lee Hamilton

Becky and Ronnie Nail

Jimmy Tittle

Callie and Lee Hampton

Julie and Buddy Napier

Jane and David Todd

Kaye Price-Hawkins and

Tootsie and George Nichols

Mary and Zane Travis

Joe Hawkins

Danna and Eric Oliver

June and Jimmy Walker

Molyan Haynes

Jacki and Jimmy Parker

Kathy and Jim Webster

Holly and Jim Hays

Sue and Robert Patton

Frances and Doug Williamson

Becca and Scott Hibbs

Shirley and John Poe

Bernice and Bobbie Wolfe

Marilyn Hitt

Dot Pope

Bill Wright, Jr.

Linda and Barry Hoefer

Jack Ramsey

Bev and Don Wright

Eleanor and Robert Hoppe

Billye Proctor-Shaw and

Jeannie and Mike Young

Edwina and Loyd Hopper

Glynn Ray

Annabel House

Charlotte and Harry Reaugh

Tina Hunter

Becky and Jack Rentz

Melody Hunt

Diana and Miller Richert

J.V. and Gerald Johnson

Karen and Jack Rich

Jane Jones

Marinda Robertson

Patsy and George Jones

Lavern Roeder

Nancy and Ross Jones

J. Edward Sartain

Leigh and Greg King

Sue and Eric Schackmuth

Dottie and Gilbert Korman

Lila and Bill Senter

Regina and Tim Lancaster

Michelle and Scott Senter

Nanci and Ken Liles

Steve Senter

COMMUNITY FOUNDATION OF ABILENE | ANNUAL REPORT 2019

Abilene Community Theatre

18

TOTAL FISCAL YEAR 2019 — July 1, 2018-June 30, 2019

GRANTMAKING

FIELD OF INTEREST GRANTS: $115,018

Total grants made since CFA founding in 1985

APC Endowment Fund for Mental Health: $70,700

$111,431,859 Total grants awarded in FY 2019 This includes all grants from all fund types

Pat Meleen Vaughn Fund for the Humane Treatment of Animals: $19,500 Pat Meleen Vaughn Fund for the Celebration of Life: $24,818

$8,141,929

Health $53,500 9%

Children & Youth $57,200 9% Arts & Culture $55,275 9% Education $46,735 8%

Total Unrestricted Grants by Field of Interest $604,761

Animals $13,916 2% Community Development $5,000 1% Human Services $373,135 62%

Total Assets by Fund Type $135,146,474

Field of Interest $8,898,494 6%

Unrestricted $24,054,896 18%

Designated & Agency $64,426,802 64%

COMPETITIVE GRANT CYCLES CFA offers four opportunities each year for nonprofits to apply for grants – unrestricted cycles in the spring and fall, a field of interest cycle mid-year, and a Future Fund grant cycle at the beginning of the year. Regional organizations also have their own grant cycles serving nonprofits in their regions.

Unrestricted Grants: $605k Field of Interest Grants: $115k Regional Organization Grants: $174k Future Fund Grants: $104k

Abilene Arts Alliance

Disability in Action

Strength for Life Foundation

Abilene Black Chamber of Commerce

FaithWorks of Abilene, Inc.

Swenson House

Abilene Christian University

Goodwill West Texas

Taylor Jones Humane Society

Abilene Crime Stoppers, Inc.

Hardin-Simmons University

Texas Ramp Project

Abilene Education Foundation

Harmony Family Services

The Grace Museum

Abilene Hope Haven, Inc.

Houses for Healing

The Salvation Army of Abilene

Abilene Performing Arts Company

Joseph Thomas Foundation

United Methodist Service Center & Food Pantries

Abilene Philharmonic Association

Junior Achievement of Abilene

West Central Texas Regional Foundation

Abilene Police Foundation

Kenley School

West Texas Homeless Network

Abilene Recovery Council

Lone Star Victims Advocacy Project

Young Audiences of Abilene

Abilene Youth Sports Authority

Make-A-Wish of North Texas

Young Life Abilene

Adult Protective Services Partners

Meals on Wheels Plus, Inc.

Advocates for Camp Able

Minda St. Child Development Center

Alliance for Women and Children

National Alliance on Mental Illness Abilene

BCFS Abilene Transition Center

National Center for Children’s Illustrated Literature

Big Brothers Big Sisters Lone Star

New Horizons (Audrey Grace House)

Big Country Court Appointed Special

Noah Project

Advocates, Inc.

Old Jail Art Center

Cancer Services Network

Presbyterian Medical Care Mission

Center for Contemporary Arts

Regional Victim Crisis Center

Children’s Performing Arts Series

Special Olympics Texas, Inc.

Chorus Abilene

St. John’s Episcopal School

City of Abilene, Community Services

St. Mark’s Baby Room

COMMUNITY FOUNDATION OF ABILENE | ANNUAL REPORT 2019

Donor Advised $24,591,311 18%

Scholarships $13,174,971 11%

20

CONSOLIDATED STATEMENT OF FINANCIAL POSITION JUNE 30, 2019 (with comparative totals for 2018)

JUNE 30, 2019

JUNE 30, 2018

ASSETS $

Cash and Cash Equivalents

4,236,883

2,962,815 4,715,150

130,246,742

117,223,631

Contributions Receivable Investments

$

821,371 488,351

516,221

Fixed Assets

2,346,030

2,434,156

Other Assets

28,369

34,429

Cash Value of Life Insurance

$

TOTAL ASSETS

138,167,746

$

10,285

$

127,886,402

LIABILITIES $

Accounts Payable Funds Held as Agency Endowments

80,577

436,214

384,212

23,194,083

21,264,200

Grants Payable

$

23,640,582

$

21,728,989

Fund Balance

$

114,527,164

$

106,157,413

NET ASSETS

$

114,527,164

$

106,157,413

$

138,167,746

$

127,886,402

TOTAL LIABILITIES NET ASSETS

TOTAL LIABILITIES & FUND BALANCES

AUDIT The Foundation annually engages the services of an independent accounting firm to perform an audit of the Foundation’s Financial Statements. As part of its audit, the firm also reviews the

internal controls and various policies and procedures to ensure the Foundation staff is adhering to the most current accounting practices. The Foundation’s auditor, Condley and Company, LLP, Certified Public Accountants. Audits and the IRS Form 990s are available upon request. note: This is a preliminary financial statement that hasn’t been approved by the board at the time of print.

INVESTMENT RETURNS – FISCAL YEAR 2019 (as of June 30, 2019)

1 YEAR

3 YEAR

5 YEAR

7 YEAR

10 YEAR

CFA Target Weighted Benchmark*

4.3% 4.7%

9.1% 8.4%

5.3% 5.0%

8.1 7.6%

8.7% 8.8%

%

*22.0% Russell 3000 Index, 23.0% MSCI AC World ex-US Index, 15.0% Bloomberg Barclays U.S. Aggregate Index, 20.0% HFRI Fund of Funds Index, 2.5% Thomson One Buyout Index, 2.5% Thomson One Venture Capital Index, 5.0% Thomson One Distressed Index, 2.5% S&P North America Natural Resources Index, 2.5% Thomson One Private Natural Resources Index, 2.5% S&P Developed BMI Property Index, and 2.5% Thomson One Private Real Estate Index.

1986

1990

1995

2000

2005 FISCAL YEAR END

2010

2015

2017

2018

$138,167,746

$127,886,402

$115,194,937

$106,000,038

$70,145,582

$44,044,934

$32,102,939

$10,217,567

$6,343,081

$798,352

ASSET TOTAL

ASSET GROWTH

2019

UNRESTRICTED FUNDS

$649,614 awarded

These funds support any range of charitable causes and are not restricted to a designated field, allowing the Foundation flexibility to respond to emerging needs.

Abilene Alpha Endowment

Jimmie and Mary Lynn Cantrell Fund

Paul and Myra Johnson Fund

Senter Family Fund

Administrative Endowment

Jane Childers Fund

A.V. Jones Family Fund

Carl S. Shoults, Jr. Fund

Administrative Endowment II

Ruth Ann Choate Legacy Fund

Bennie and Diane Jones Fund

Susan Stroud Fund

Jim and Jerri Alexander Fund

Community Foundation

Cearley and Jane Kinard Fund

Bob and Elaine Surovik Fund

Cearley and Ruby Kinard Fund

Jim and Doris Taylor Fund

Ruth Guitar Alexander Memorial

Memorial Fund Harold and Pat Crawford Fund

Derwood and Billie Langston

Gail and Howard Tobin Fund

Mildred Morris Austin Memorial

J Neil Daniel Fund

William R. Lutz Memorial Fund

TOMSCO Investments Fund

Richard and Betty Bacon Fund

Ray and Kay Denkhoff

J.D. and Elsie Magee Family Fund

Pat Meleen Vaughn Fund

Charitable Fund

Eileen Taylor Massey Memorial Fund

Coy and Elizabeth Gene Warren Fund

Carolyn and Harwell Fund Grady and Ann Barr Fund

Joy and Gary DeShazo Fund

Raymond and Gloria McDaniel Fund

Whitten Family Fund

Bob & Peggy Beckham Family Fund

Ralph and Lavern Donnell Fund

SM and Portia Moore Fund

Howard and Hope Wilkins Fund

Mrs. L.H. Beckham Fund

J. Henry Doscher Charitable Fund

Bob and Maggy Morford Fund

Allen and Mary Wright Fund

Arthur, Dana and Cindy Beitscher

Mack and Helen Eplen Memorial Fund

Moss Charities Fund

John A. Wright Memorial Fund

Dr. B.J. and Lale Estes Fund

Linda Murphy Fund

Dr. T.D. Young Fund

Louis S. Gee and Bobbie A. Gee Fund

Syd and Evelyn Niblo Fund

Memorial Fund Glenn and Lylia Bennett Fund

Larry and Mary Gill Fund

Dian G. Owen Fund

Tucker and Gina Bridwell Fund

for Nolan County

Jean K. Hays*

Dr. Jack and Joy Ramsey Fund

Cade and Katie Browning Fund

Robert and Marilyn Hitt

Wayne V. and Marie Ramsey Fund

Ruth and Lee Caldwell Fund

Eddie and Nelda Hodges Fund

Sam and Susan Reeves Fund

Joe Ed and Jo Canon Fund

Ralph and Nelle Hooks Fund

Mel Richards Memorial Fund

DONOR DESIGNATED ENDOWMENT FUNDS

$2,024,486 awarded

Donors establish these funds to specify that the income or assets support a specific charitable organization.

12th Armored Division Memorial Museum J. Henry Doscher Fund for The Grace Fund

Museum

Abilene Education Foundation Fund

Judy Dudley Memorial GIFT Fund

Abilene Heritage Square Project Fund

Douglas and Ann Ford Fund for

(non-endowed)

Disability Resources, Inc.

Abilene Philharmonic Fund

The Grace Museum

Abilene Police Foundation

The Grace Museum Building

(non-endowed) Carolyn and Harwell Barber Fund for United Way Beckham Family Fund for Ben Richey Boys Ranch Beitscher Family Fund for the Abilene Philharmonic Association

Maintenance The Grace Museum Director's Endowment

Association

Basketball* Robert and Anita Herren Memorial Fund for Haskell Home Again West Texas (HAWT)* (nonendowed)

Don Bierwagen Fund for the Barbershop Homeless - Abilene Coalition Harmony Society

(non-endowed)

Big Brothers Big Sisters of Abilene Fund ICAN Curtis Home Project Fund established by Norma Springer Boys and Girls Club of Abilene Fund established anonymously in honor of Dian Graves Owen Buffalo Gap Historic Village Ruth and Bill Burton Fund for First

(non-endowed)

Harold and Pat Crawford Fund for the

for Education Marvin and Nancy Norman Jones Fund for Winters

Museum Jerry and Rozlyn Love Health Maggy Morford Fund for St. John's

Alliance for Women and Children

Episcopal School Mulberry Canyon VFD

Day Nursery of Abilene Ralph and Lavern Donnell* Doscher Fund for the Episcopal Church of the Heavenly Rest

Episcopal School

Mulberry Canyon VFD Building (non-endowed) Jim and Bobbi Naler Fund for Abilene State Supported Living Center

Swenson House Fund established by David and Sue Stubbeman Taliaferro Fund for St. John's Episcopal School Dick and Beverly Tarpley Fund for Abilene Philharmonic and Abilene Zoo Taylor Jones Humane Society Texas Veterans Cemetery - Vietnam Memorial (non-endowed) Victor and Janet Vadney Pat Meleen Vaughn

Paramount Theatre Fund for Excellence

Robert, Elsie and Roberta Watters

Lois Caldwell Peck Fund for Cancer

Elwood B. and Shug Webb

Services Network

Jim and Kathy Webster

Rescue the Animals

Grace Westfall Memorial

Rescue the Animals Spay and Neuter

Wheat Family Fund for Winters

Rock Ranch Fund*

Jim Wilburn Memorial Fund for No Need

Safe Families for Children in Abilene Wade Scoggins Memorial Fund for Young Life of Abilene Herbert A. and Emma Bell Seidel and W.

Senter Family Fund for Abilene Hope

for Need, Fisher and Nolan County Areas Bill and Alice Wright Fund Wright Fund for Photography for The Grace Museum George and Marie Yaeger Fund for the Abilene Philharmonic Association

Haven Shackelford County Community Resource Center Major Charles Paul Shearn, III Memorial Fund for Shearn Elementary, Houston, TX

Dr. Donald McDonald Fund for Children's Ruby Shelton Endowment Fund for the

Amber and Bill Cree Fund for Abilene Zoo and Hendrick Home for Children

County Library Dian Graves Owen Fund for St. John's

on Wheels

Nursery of Abilene and The Grace

Center for Contemporary Arts

Heart Catholic Church Hazel F. Nunn Fund for the Nolan

Kenneth and Marilyn Jacobs Fund

Guy Caldwell Western Heritage Fund for

Education Foundation GIFT Grants

Literature Marion and Harry Neeb Fund for Sacred

Alan Swagerty Fund for Meals

Morgan and Jessie Jones Fund for Day

Martha Scott Carlson Fund for Abilene

National Center for Children's Illustrated

Indigent Care Fund for Taylor County

Church of Christ, Scientist, Abilene Hardin-Simmons University

John E. Pearson and Sons

Paul and Sara Graham Fund for McMurry Historic Paramount Theatre

Catherine M. Benson and Joseph Chaffin Robert and Marilyn Hitt Charitable Benson Fund for the Abilene Opera

Narrow Gate Foundation established by

Alliance for Women and Children Hudson and Martha Smart Dick and Kaye Spalding Fund for Serenity House St. John's Episcopal School St. John's Episcopal School Excellence St. John's Episcopal School Headmaster

*New Funds

COMMUNITY FOUNDATION OF ABILENE | ANNUAL REPORT 2019

Benjamin T. Allen Memorial

22

DONOR-ADVISED FUNDS

$2,778,325 awarded

Donor advised funds allow donors to recommend grants to a range of charitable causes throughout the year.

LIMITED Abilene Automotive Education

Dave and Laura Copeland

Gerald and Christie Galbraith

Robert and Louise Lockhart

Rich Family

Bart and Jackie Cox

Dr. Bill and Barbara Gee Gandy

Mathis Family*

Lynn and Carl Roeder Family*

Abilene Fire Dept.

Mrs. J Neil (Weeze) Daniel

Gee Family

Sandip and Mishi Mathur

Senter Family Foundation

Gary Ackers

Ben M. and Bonnie Davis

Louis and Bobbie L. Gee

The McDonald Family

Shelton Family Foundation

David and Kay Alexander

Davis-Kinard

Master Sgt. Randy Gillespie

McM Baseball Alumni

Sweetser Family

Jim and Jerri Alexander

Andrew David Durham

Mike Alexander

David and Sindy Durham

Lee and Callie Hampton

Bobby and Doris Melson

Trio Sharegiver Community

Mac and Marjorie Andrews

Wendy Hanks Durham

Carol and Bill Haynes

Melson Family

Two Creeks Ranch

Bob and Laurie Eagle

Leonard R. Hoffman

Memorial Day Fund*

James S. Westfall Memorial

Tiffany and Craig Armstrong

B.J. and Lale Estes

Shay Shelton Hoffman

Barbara and Bynum Miers

Stanley and Claudie Wilson

Bahlman-Stehle Fund

Ray and Star Ferguson

John and Tina Hunter

Kayren and John Mingus in

Bernice and Bobbie Wolfe*

Rob and Julie Beckham

Emily T. Files Charitable

In As Much

Glenn and Lydia Bennett

First Financial Bankshares

Paul and Myra Johnson

Charles and Leigh Black

Employee Disaster Relief

Alliance*

Furniture

Price and Nancy Brock

Doris Miller and Don

Jimmie and Mary Lynn Cantrell Carl Childers

Fitzgibbons Dot and Jesse C. Fletcher and

Condley and Company

Melissa Fletcher

Memorial

Association

T & T Family Foundation

Memory of Roy Helen Mingus Allen and Mary Wright Ackers

Bennie R. and Diane Jones

Bob and Maggy Morford

Keeble Family*

Tabitha Newcomb

Henry and Beverly Kitzman

Syd and Evelyn Niblo

Mark and Diana Layton

C. Christine Nichols

Life to Life

Jack and Becky Rentz

Bill and Alice Wright *New Funds

ENDOWED Janice and Bob Allen

Clifton and Shirley Caldwell

Lee and Callie Hampton

Gerald and Bettye Lawler

Lynn and Barbara Anderson

Ruth and Lee Caldwell Family

Barbara B. Hardy

James V. Lawrence Estate

Anonymous

Paul and Kelly Cannon

Kaye Price-Hawkins and Joe

M.A.D. Foundation

H.L. Shaw Memorial

Steve Arthur Family Foundation Jay and Nancy Capra

Charitable

Tim and Debbie Manley

David Taubert Memorial

Dr. Terry Bawcom Family

Deborah Carson

Jean K. Hays Charitable

Lynn Beckham Marderosian

Ruby and Raymond Thomason,

Jeannette and Josh Black *

Coleman Family

Delbert C. and Patricia A. Hess

Raymond and Gloria McDaniel

Jane Varner Beard

Sally and Bill Core

Eleanor and Robert Hoppe

Hillary Moore*

Trio Sharegiver Community

Bob and Peggy Beckham

Dr. Brady Cox Memorial

J2K Charitable

Kathy and Phil Morehead

Wood Family

John and Carolyn Beckham

Denny Family Foundation

JVM Family Fund*

Terrell Tone Owen Memorial

Bill and Alice Wright Family

Rob and Julie Beckham

Gil and Holly DeShazo

Dwain and Mona Jones

Bush Ramsey

Bridwell Family Foundation

Hawkins*

Scott and Michelle Senter

Charitable

Foundation*

Sr. Foundation

Foundation

Rick and Pam Rhodes Family

Tucker and Gina Bridwell

Files Family Foundation

Jane and Otis Jones

Tucker S. Bridwell

Emily T. Files

Jeff and Susan Jones Family

Charles E. and Erin Schroeder Family Charities

Ruth and Bill Burton Family

J.B. and Patricia Fooshee

Blake Alan Korman Memorial

Nellie Parramore Sellers

AGENCY DESIGNATED ENDOWMENT FUNDS

*New Funds

$563,955 awarded

These are designated funds established by nonprofit organizations to create a source of revenue to support their programs and/or operations.

12th Armored Division Memorial Museum Abilene Recovery Council

Disability Resources, Inc.

Abilene Arts Alliance

Dyess Operation Warm Heart*

(formerly ARCADA)

St. John's Episcopal School Learning for a Lifetime

Abilene Community Band

Abilene Woman's Club Educational

Friends of the Abilene Public Library

Patty Hanks Shelton School of Nursing

Abilene Education Foundation

Albany ISD Education Foundation

Frontier Texas! Operating Endowment*

Taylor Jones Humane Society*

Abilene Education-AHS Alumni

Alliance for Women and Children-

Global Samaritan Resources*

Taylor Jones Humane Society Flex*

The Grace Museum

Texas Prairieland Foundation

The Grace Museum Facility Endowment

Texas Trails Council, Boy Scouts of

Scholarship Abilene Education-CHS Alumni Scholarship Chessmates: The Scholastic Chess Club of AISD* Royce Curtis Excellence in Education Scholarship Edwin & Agnes Jennings Teaching Excellence Award

Elizabeth Baugh Assoc. of Christian Childcare Administrators

Hendrick Hospice Care Kenley School Endowment

Texas Trails Council BSA

Travis Cranfill Memorial Education

Kenley School Endowment for

Texas Midwest Community Network

Big Country Athletic Hall of Fame

Scholarships CJ Macon Scholarship Foundation

United Way of Abilene

Brownwood Public Library*

National Center for Children's Illustrated

West Central Texas Regional Foundation

Center for Contemporary Arts

Literature

Christian Service Center

Paramount Theatre Memorial

Abilene Hope Haven

Clyde Education Foundation

Paramount Theatre Reserves*

Abilene Industrial Foundation*

Coleman ISD Foundation

Pregnancy Resources

Abilene Library Consortium

Day Nursery - Bea Ganson

Presbyterian Medical Care Mission

Abilene Philharmonic Association

Day Nursery of Abilene Endowment for

Travis and Mary Katherine Smith

William Davis Scholarship Abilene Philharmonic Foundation

(TMCN)

Big Country CASA

Martha Kiel Scholarship

Thile Walker Scholarship

America

Ben Richey Boys Ranch Foundation

Maintenance-Sherry Lane Day Nursery of Abilene Endowment for Building Maintenance

Fund for PMCM Sam's Place St. John's Episcopal School

YMCA Endowment Young Audiences of Abilene Residency Program Zambia Mission *New Funds

SCHOLARSHIPS

$377,052 awarded

Donors can designate these funds to award scholarships for college or post-graduate education.

Haskell County Scholarship

Hollis Hayes Pinkston Scholarship*

Ashley and Sara Abel Memorial Scholarship

Jay Hatcher Memorial Scholarship

Randy Polk Memorial Endowed Scholarship

Abilene A&M Club Scholarship

Dr. Dean Hawkins Scholarship

Barney Popnoe Memorial Scholarship

Abilene Alumnae Panhellenic Assoc., Missy Bridwell

Jean and Curly Hays Scholarship

Jesse M. and Bernice M. Pyeatt Scholarship

Bob R. Hefner Scholarship

Reach for a Difference Scholarship

Abilene Founder Lions Club, A.E. Wells Scholarship

Hispanic Leadership Council Scholarship

Rentech Boiler Systems, Inc. Scholarship

Abilene Founder Lions Club. Randell and Evangeline

Hispanic Senior Recognition Scholarship

Jane A. Rhodes Scholarship

Floy Hodge Scholarship

Zach Robinson Memorial Scholarship

Abilene Geological Society Scholarship

Rodney Holder Memorial Scholarship

Ginny Ryan Memorial Scholarship

Abilene Regional Medical Center Auxiliary Scholarship

Lady Clyde Hooper Memorial Scholarship

Senora Stacy Horton Sanchez Scholarship*

Bob Alvis Memorial Scholarship

RC and Elizabeth Hoppe Memorial Scholarship

Leo and Piney Scott Scholarship

Mary Bailey Memorial Scholarship

James P. Hopper Memorial Scholarship

Patty Hanks Shelton School of Nursing Scholarship

Alistair Baldwin Scholarship

Casey Leo Huff Memorial Scholarship*

SHS Class of 1961 Scholarship*

Perry Bentley Memorial Scholarship

Fred Lee Hughes Memorial Scholarship*

Barbara and Norman Smart Memorial Scholarship

Bergman Scholarship

Virginia Kiker Hughes Memorial Scholarship

Catherine Aileen Smith-Jones Memorial Scholarship

Big Country Athletic Hall of Fame Scholarship

Independent Insurance Agents of Abilene Scholarship

Kim and Jim Snyder Scholarship for Texas A&M

Nancy and Ted Paup Big Country Hall of Fame

Pearl Jackson Scholarship

Jean Stockton Scholarship for Texas Tech

Ross Jones Memorial Scholarship

Texas Society of CPA's (Abilene Chapter) Scholarship

GySgt. Robert K. Keller Memorial Scholarship

Texas Tech Center For Excellence Scholarship

Margaret Wheeler Kennedy Scholarship

Johnathan Tschaar Memorial Scholarship

Ruth and Bill Burton Memorial Scholarship Fund

Eula M. Kruse Scholarship

Harold Dean Wade Memorial Scholarship

Herman Ray (Buz) Buzbee, Jr. Memorial Music

Tom Kutch Memorial Scholarship

Sam and Ellen Webb Albany Heritage Scholarship*

Brock Latham Memorial Scholarship

WesTex Drilling Co., Robert B. Cockrell Memorial

Memorial Scholarship

Watkins Scholarship

Scholarship Big Country County Medical Society Alliance Scholarship

Scholarship Marguerite and Ike Chism Scholarship

Cathy Springer Leavell Memorial Scholarship

Roy Churchill Memorial Scholarship

LULAC Council 605 Scholarship

West Texas Fair and Rodeo Queen Scholarship

Clack Educational Scholarship

McClellan "Think On" Memorial Scholarship

West Texas Hereford Association, Curly Hays

Horace M. Condley Scholarship

Raymond A. McDaniel Memorial Scholarship

Gilbert Cook Memorial Scholarship

McMahon Surovik Suttle, P.C. Scholarship

Nicholas Whitaker Memorial Scholarship

Davis Kinard-Kate Nutter Memorial Scholarship

J. Middleton Memorial Scholarship

Kay Whitton and Lessie (McCormick) Terry

Wilburn H. "Blue" Denham Memorial Scholarship

Jack Mildren Memorial Scholarship

Marie Denham Memorial Scholarship

Mary and George Minter Memorial Scholarship

Ralph and Lavern Donnell Scholarship*

Todd Moore Memorial Scholarship

J. Henry Doscher, Jr. Scholarship

Zach Moore Memorial Scholarship

Stanley and Claudie Wilson Scholarship

From Harm to Home Scholarship established by

Chuck and Doris Moser Scholarship

Winters Area Foundation Community Scholarship

NAIFA - Abilene Assoc. of Ins. Financial Advisors

Winters Area Foundation Scholarship

Angelini Nicolini Gold Star Memorial Scholarship

Scholarship

Scholarship

Scholarship

Scholarship Ruth Hatcher and Joe Williamson Memorial Music Scholarship

Winters Area Red Raider Scholarship

Greater Abilene Ministers Alliance Scholarship

Nolan County Foundation Scholarship

Mabel Winton Educational Scholarship

Kemper Scott Hamilton Memorial Scholarship

Hazel Nunn Scholarship Endowment for HSU

Abilene Christian University Scholarship Endowment

Dr. Edgar Martin Harp Memorial Scholarship for

Hazel Nunn Scholarship Endowment for TSTC

Hardin-Simmons University Scholarship Endowment

Tillie Odam Memorial Scholarship

McMurry University Scholarship Endowment

Medicine The Dollie Lane Harp Memorial Scholarship for Classical Music

Janet Parkey Memorial Scholarship Petroleum Club of Houston Scholarship

*New Funds

FIELD OF INTEREST FUNDS

$457,719 awarded

Grants from these funds support a specific charitable field, according to the donor’s interest.

Abilene Disaster Relief* Abilene Fund for the Arts

Elsie Lou and Edward H. Martin Memorial Fund for Elderly Care

Volunteer Fire Dept. Endowment Funds Brown County

Abilene Fund for Helping Others

Raymond and Gloria McDaniel Fund For Youth

Callahan County

Abe and Sariet Allen Critical Health Care

NAIFA - Abilene Fund for Children

Coleman County

APC Endowment for Mental Health

Norman-Stevens Memorial Fund for Winters

Eastland County

Arch and Patti Batjer Health Care

Gabriella Pace Endowment for Early Childhood

Shackelford County

Arch and Patti Batjer Fund for Children and Youth

Education

Taylor County

Beckham Family Fund for Youth and Elderly in Need

Pete and JoAnn Peterson Fund for Children and Health Paul and Vera West Fund for Children

E. G. and Janell Cockerell Fund for Animals

Juanita T. Pollard Cultural

Diane Denkhoff Fund for Children's Health

Serendipity Fund

Lale and BJ Estes Human Service

Pat Meleen Vaughn Fund for Humane Treatment

Future Fund

REGIONAL FUNDS

of Animals Pat Meleen Vaughn Fund for Celebration of Life

Albany

Nolan County

AVJ Foundation

Nolan County Foundation Discretionary

Coleman

Endowment Fund

Coleman County Foundation

Winters

Friends of the Coleman Foundation Fund

Winters Area Foundation Fund

Charles and Sue Simmons White Endowment for the Needy Women's Fund for Health and Empowerment

COMMUNITY FOUNDATION OF ABILENE | ANNUAL REPORT 2019

AAUW Endowed Scholarship

24

ORGANIZATIONS Regional endowment funds support charitable projects in the outlying areas they serve. These groups have their own advisory boards which govern and make grants, while the organizations benefit from the Community Foundation of Abilene’s fund development, grantmaking expertise, legal knowledge and administrative support.

Regional Foundations managed by CFA and the amount of grants each organization made during FY19:

AVJ FOUNDATION: $87,160 The AVJ Foundation was established by the A.V. Jones family of Albany and Abilene in 1996. The charitable priorities of the AVJ Foundation focus on regional needs, with a particular interest in Albany and its educational and cultural activities.

COLEMAN COUNTY FOUNDATION: $77,907 Established in 1999, the Coleman County Foundation provides a means for residents to make a lasting impact on the nonprofit charities serving Coleman County.

The Friends of the Coleman County Foundation is a supporting membership group for citizens who believe in the future of their community. Friends of CCF awarded $20,000 of the $77k in total CCF grants in 2019. Membership is $100 annually. For more information, visit colemancountyfoundation.com.

NOLAN COUNTY FOUNDATION County and civic leaders who wanted to make a positive impact in Sweetwater and Nolan County launched the Nolan County Foundation fund in 2000. For more information about the Nolan County Foundation, contact Carolyn Lawrence at jcrcclawre@aol.com.

WINTERS AREA FOUNDATION: $19,143 The Winters Area Foundation fund was established in 2006 to assist in funding projects and organizations to enhance the quality of life for people in the Winters area.

The Future of Winters Club is a supporting membership group designed for individuals and businesses who believe in the future of their community.

Membership is $100 annually. For more information, contact Susan or Randall Connor at 325-754-4542.

cfabilene.org/fund-types

JEFF BLANKS, CPA

LISA CHAVEZ

BUD DARBY

LAURIE EAGLE

Board Chair, Partner Batts Communication

Vice President/Chief Financial Officer, Dodge Jones Foundation

Attorney Wagstaff LP

President Nationwide Products, LLC

Community Volunteer

SARAH FERGUSON, M.D.

DEONNA GALBRAITH

LEE HAMPTON

BOBBY MELSON, CPA

CHRIS MONTOYA, CFA

Internal Medicine Hendrick Provider Network

Community Volunteer

Retired

Eide Bailly, LLP

Senior Vice President First Financial Trust ‑ Abilene

IAN NICKERSON

MINDY PATTERSON

STEVE SENTER

DAVID SWEARINGEN

SAM VINSON

Minister Minda Street Church of Christ

Deputy City Manager City of Abilene

Partner CBS Insurance, LLP

Business Consultant Retired Vice President, Johnson & Johnson

President Pine Street Capital

STAFF Katie Alford

Kelly Jones

Michelle Parrish

Jennifer Weber

President / CEO

Office Administrator

Grants Director

Scholarship Director

Megan Dobbs

Patrick Lewis

Marketing and Communications Director

Finance Director

Jasmine McCabe-Gossett Donor Services Director

COMMUNITY FOUNDATION OF ABILENE | ANNUAL REPORT 2019

YVONNE BATTS

Community Foundation of Abilene PO Box 1001 • Abilene, TX 79604 www.cfabilene.org cfa@cfabilene.org Ph 325-676-3883