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- SINCE 1984 -

2018 ANNUAL REPORT


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•A As leaders, grant makers, and stewards of philanthropy, the Community Foundation of the Eastern Shore connects people who care with causes that matter for the common good of the Lower Eastern Shore. We are a 501c3 nonprofit with an inspiring history of fostering charitable endeavors, and have provided more than $77 million in grants and scholarships to the local community since 1984. We collaborate with individuals, families, and businesses to match their charitable interests with community needs and strengthen local nonprofits through grants and resources. We are devoted to improving our regional community and believe in the power of philanthropy.

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Connecting People Who Care... The start of this community foundation 35 years ago was the result of connections made by local people to create something special for the Lower Eastern Shore of Maryland. Our continued growth and impact stems from relationships – bonds created at the founding of this organization that extend across generations to those connections newly formed. We are stronger, together.

WHO WE ARE , e d u t ti a r G h Wit a c i r E & m i J -

The story of the Community Foundation is powerful because it is written by a group of people as diverse as the community we serve. With each new fund, with each gift, and with each grant there is a new chapter written. Because people continue to invest their time, talent and financial resources we are creating a legacy of philanthropy for the Lower Eastern Shore. As we look to our 35th Anniversary in 2019, it is our hope that you are as proud of our collective accomplishments as we are. Let’s write the next chapters together!

ent

eph, Presid

s n & Erica Jo s, Chairma

Jim Thoma

Every gift to the Community Foundation is an investment in our shared vision to create a community where all can live, learn, work, create and prosper. And those investments improve our community in ways large and small, meeting needs across the charitable spectrum and throughout the region.

... with causes that matter. 3


WHAT WE DO HOW WE DO IT 1,805 Donors in FY 18

$5

MILLION

8,643

Donors Since Inception

in gifts received in FY 18

DONORS

Anyone with heart and passion can give. Every gift, be it a one time gift to an existing fund, creating your own fund, or a legacy gift, is a valuable contribution to our regional community.

STEWARDSHIP

485

grant recipients in FY 18

$5.4

MILLION granted to the community in fiscal year 18

$571K in scholarships awarded FY18

We carefully steward gifts to the community through sound investment and effective grant-making, for current needs and future generations.

COLLECTIVE GIVING

As partners, we can create greater impact when we pool our charitable gifts. We have been trusted leaders in philanthropy since 1984.

$77 MILLION - Granted to the community since 1984 -

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WE RISE BY LIFTING OTHERS

LOCAL IMPACT

Our impact is local. We serve the Lower Eastern Shore of Maryland and are dedicated to building a community where all can live, learn, work, create and prosper.


Giving Starts with you

GAMMA THETA BOULE OF SIGMA PI PHI FRATERNITY

The financial stewardship of CFES aligns “ well with our desire to perpetually maintain

our social action and engagement efforts, and allows us to provide college financial assistance.

CALVIN & SUSAN PEACOCK

The Community Foundation educates us “ and gives us a voice in how our charitable

giving is best directed within our community. Its reputation and management are outstanding. We have made new friends and love the CFES staff!

MARILYN & MARTY NEAT

The growth and good work of the “ Community Foundation over the years

has been a great inspiration to us. It’s an opportunity to make a difference, even if we’re not here to see it.

JOANNA & MIKE ABERCROMBIE

Great investment returns and ease “ of handling charitable interests with a knowledgeable and dedicated staff.”

WE MAKE IT EASY

As your trusted partner in philanthropy, we can accept a wide range of flexible giving options to help you achieve your charitable vision.

CUSTOMIZE A FUND

Giving is as unique as you! Create your fund, your way with a variety of options. Our services are tailored to your philanthropic goals.

CONNECT TO CAUSES

Locally, or around the world, we connect you with causes that matter to you. When you make a charitable gift you unlock a world of opportunity.

A LASTING IMPACT

Creating a fund or scholarship at CFES ensures you can keep the memory of your loved ones or your legacy alive for generations.

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CONNECTING PAS

1,805

Donors in FY18

8,643

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Donors since inception


SSION TO PURPOSE

37

2013

ED IGNAT 27% DES

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22

2014

2015

2016

2017

2018

FUNDS BY TYPE

COMMUNITY NEEDS 11% FIELD OF INTEREST 3% ADMIN. 2% PROGRAM 1%

RSHIP 26%

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DVISED 19% OR A LA HO SC

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AGENC Y

# OF NEW FUNDS BY YEAR

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Grant Making 1,528

Grants Made in FY18

485

organizations received grants

$3,534

Average grant amount

$5.4 MILLION Granted in FY18

$453,077

granted for emerging and urgent needs 8

Each year brings new causes that arise in our local community. Some needs develop over time, while others may be unforeseeable. Through our Community Needs and Field of Interest funds, CFES is able to respond to these emerging and urgent needs as well as develop special initiatives for our tri-county region.


Our grants expand horizons, transform lives, and meet challenges across the charitable spectrum. With a diverse network of local nonprofits, our annual grant making possibilities are endless. The profound and lasting impact of these grants will improve the quality of life for all citizens in the Lower Shore region. Our mission, while simple, would not be possible without the generosity, passion, and kindness of our donors. Thanks to you, we have been able to steadily grow our impact year after year. We will continue to set our sights higher, dream larger, and work harder, as we continue growing our grant making with worthy causes that matter to you.

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For a complete list of our grant recipients please visit CFES.org

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grants Awarded

$66K+

in grants funded

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The Workforce Development grant program supports scholarship opportunities for job training, education, or professional development programs. Emphasis is placed on programs serving people with disabilities, high school juniors and seniors, non-traditional students, nonprofit professionals, and skilled professionals in fields that serve vulnerable populations in our community.

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Workforce Development

Early Childhood Education

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Funding was made possible by a bequest from Dr. Gladys Martha Allen who According to the 2017-2018 Maryland committed her gift to Kindergarten Readiness Assessment, only support scholarships 45% of Maryland kindergartners demonstrated to make education readiness. Encompassing the areas of social and training foundations, language and literacy, math, and physical accessible. wellbeing and motor development, the testing identifies areas of focus to help children succeed. With less than half of students testing as prepared, The Community Foundation saw a need for grant funding which focused on early childhood education for the Lower Eastern Shore.

$102K+ grant funding

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grants awarded

2,500

Children impacted

When we ensure that all children are ready for kindergarten, we help to prepare them for a lifetime of learning. CFES hopes the Lower Shore will start to see an increase in the Kindergarten Readiness numbers through increased grant funding and collaboration with area professionals and community leaders.

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NONPROFIT

SUPPORT - LEARN • COLLABORATE • GROW -

140

NONPROFIT MEETINGS HOSTED

500

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TRAINING ATTENDEES

TRAININGS HOSTED

As part of our core mission, we assist local nonprofits to learn, grow, and prosper. We work to help partners achieve their missions through both financial support and capacity building programs. The Nonprofit Resource Center at CFES provides local organizations with access to training, professional development, networking, and capacity-building resources.

RESPONSIVE GRANT MAKING

In responding to community needs, we receive grant applications from nonprofits, schools and other charitable programs. Our e-grants platform at CFES.org offers applicants an enhanced and simplified grant application process, while allowing us to continue building our everexpanding community impact and improve collaboration.

NONPROFIT SCHOLARSHIP PROGRAM

CFES partners with the Continuing Education and Workforce Development Department at Wor-Wic Community College to offer scholarships to the staff and volunteers of local nonprofits for courses which aid nonprofit development.

MEETING & CONFERENCE ROOM USE

We provide community meeting space for nonprofits free of charge as our way of helping to build stronger communities. We encourage organizations to make use of our professional facilities to host meetings, seminars, or small conferences. 10

EVENTS & TRAINING SEMINARS

Learn, train, and grow with us! We offer numerous free and low-cost events year round for individuals and organizations.

THE FOUNDATION DIRECTORY ONLINE

We offer free access to Foundation Directory Online, the Foundation Center’s database, which allows you to search more than 140,000 grant makers.

THE NONPROFIT LIBRARY

CFES maintains a selection of over 250 books and other materials relating to philanthropy and charitable work.

RESEARCH & REPORTING

CFES seeks to understand and document the needs, impact, and growth of area nonprofits. Through research and reporting, nonprofits will have tangible information to advance their mission and growth.


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HOURS ONLY

80

LOCAL NONPROFITS

$10,000

704

1,000+

Giving Tuesday is an international online giving event held annually on the Tuesday following Thanksgiving.

Hosted by CFES, 80 nonprofits serving the Lower Shore counties joined the local Shore Gives More campaign.

Nonprofits earned an additional $10,000 in grant prizes by competing amongst each other and rallying donors!

Donors locally and nationally supported Lower Shore nonprofits, coming together to create a big impact!

Large checkbooks not required! A passionate heart is all that is needed. Smallest donation: $10.

GRANT INCENTIVES

DONORS

DONATIONS

$164,000 RAISED Giving Tuesday, held each year on the Tuesday following Thanksgiving, is an international 24-hour online giving movement. The local campaign, known as The Shore Gives More, is hosted by CFES and assists nonprofits serving the Lower Shore counties with the fundraising effort. By providing an online donation portal, marketing campaigns, and nonprofit support, the campaign is able to make a significant impact through collective philanthropy. The 2018 totals symbolize record-breaking fundraising for the event. The rapid growth of the event each year, both in the amount of money raised, but also in the number of donors and participating nonprofits, demonstrates the power of people coming together to improve our communities. CFES and the campaign received sponsorships from 47 ABC, Delmarva Power, and The Hershey Family Fund. Nonprofits also earned incentive grants through contributions made by Delmarva Power and The Perdue Family Fund.

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Friends of the foundation JOIN US Friends of the Foundation bring energy, knowledge and passion to the Community Foundation’s work. Their support allows us to go beyond grant making and empowers the Foundation to serve as a local resource through a variety of programs, services, and the expertise of our dynamic staff. Becoming a member is as easy as making a gift to the Annual Appeal in any amount or establishing an Administrative Endowment Fund at the Foundation. Friends of the Foundation receive special recognition throughout the year and invitations to member-only events and receptions. “We grew up in this community, created businesses, and raised our family. It just feels right to be part of the Community Foundation, and it means we are creating a legacy for the future of this place we love.”

- Ginnie & Bob Malone

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ANNUAL APPEAL DONORS LEADERSHIP ($5,000+) The Cole Family Foundation Joan W. Jenkins Foundation Mr. & Mrs. Harrison J. Langeler

PILLAR ($2,500-$4,999) Mr. & Mrs. Morgan Hazel

KEYSTONE ($1,000-$2,499) Mr. & Mrs. Edward G. Banks Jr. Nancy Barrett Mr. & Mrs. John R. Calloway Dr. & Mrs. Kota L. Chandrasekhara Jane & Bob Corcoran Dr. Carolyn Elmore Mark & Patty Engberg Dr. & Mrs. George Galifianakis Jeffrey & Gail Greenwood Richard & Cheryl Holland Mrs. Marilyn J. Keane Mr. & Mrs. Patrick Lemley Mrs. Elsie W. MacMullin Dick & Lou Marshall Mr. & Mrs. P. Curtis Massey Richard & Margery Meeks Patrick F. O'Connor Mr. & Mrs. Joseph R. Ollinger Jim & Jan Perdue Emilie & Frank Robinson Scott Schoellkopf Mr. & Mrs. France Smith Mrs. Phyllis Vinyard Gayle & Dirk Widdowson Stephanie Willey Elizabeth C. Wootten

ARCH ($500-$999) John & Sharan Allen James Almand Darlene Cole-Culver Robin Evans Laura & Buddy Jenkins Dr. Carolyn & Mr. William Johnston Jeremy & Erica Joseph Andy & Lois Kim Dr. Kent N. Kimmel Rod & Pat Layton Betty Lou Lyons Mr. & Mrs. Daniel M. O'Connell II David & Sally Rivello Bruce & Susan Robson

Ernest & Elsa Satchell Bill & Barbara Shockley Ray & Susan Shockley Louise Smith Mr. John J. Snee Ms. Sonya Whited Dr. & Mrs. George I. Whitehead III

CORNERSTONE ($250-$499) James & Catherine Cockey Bob Cook Chip & Ruby Dashiell Brad & Kim Gillis Martha K. Graham Henry & Dara Hanna III Kevin & Diane Hayes Patrick & Velda Henry Dr. & Mrs. Leonard H. Jaffe Mr. & Mrs. James A. Kenney III Mr. & Mrs. Steven Kevlin Dr. & Mrs. Gerald Krause Bob & Ginnie Malone Mr. Dwight W. Marshall Jr. Ernie & Elizabeth Matthews Bill & Teresa McCain Kathleen McLain Mr. & Mrs. Charles Meenehan Richard & Anne Morris Marty & Marilyn Neat Melody & Rick Nelson Ronald & Patricia Pilling Carole & Greg Spurrier John & Dawn Stern Greg & Jessy Tawes Steven & Suzy Taylor Tom & Charlotte Trice Clive Walker & Carlyn Crout Dr. Annette Wallace Waterman's Inn Dr. Debra Welsh Dr. & Mrs. Julius D. Zant

BEAM ($100 - $249) Dot Baker Alfred & Doris Ball Barbara Benton Tom & Marian Bickerstaff Mrs. Constance Bozman Sylvia Bradley Mr. & Mrs. Philip Briggs Allen C. Brown Sr. Marie Calafiura Geneva G. Cannon Dr. Stephen Capelli

Charles Brown Glass Company Coastal Maid Service, LLC Coates, Coates & Coates PA Donnie & Debra Cooper Dr. & Mrs. Michael Crouch Dr. & Mrs. Eric Decker Brian & Sarah DelliGatti Delmarva Discovery Museum Sylvia B. Duvall Mrs. Ann L. Dyke Dianne W. Dykes Ted & Sallye Eschenburg Tom & Maria Evans JoFran Falcon Charles G. Goslee Mr. & Mrs. Aaron Green Jean A. Greene Bob & Sandy Greer Jennifer G. Hawkins Mr. & Mrs. Russell A. Houseal Mike Pretl & Michele Hughes Susan Jackson-Stein James P. Jones Ms. Rota L. Knott Margaret V. Lankford Vic & Jean Laws Katherine Layton Jack & Cynthia Lewis Karen & Walter Lischick Les & Ellen Lowe Gary & Joan Luppens Patricia Mannion Mary Ada Marshall George & Valerie Mason Ron & Mary Nelson Claudia Nicholls/ State Farm Insur. Marvin & Myra Novick Mrs. Margaret Palmer Mildred Palmer Mr. & Mrs. William H. Parker Jr. Anthony & Cathy Pasquariello Calvin & Susan Peacock Princess Anne Chapter of the Links Mr. & Mrs. Crawford A. Rayne Bruce & Joyce Roberts Julia Robins-Paul Ms. Betsy Schmickley Virgil & Jeanne Shockley Raj & Mahay Shrestha Mr. & Mrs Charles Sorrentino BJ & Denny Summers Howard W. & Rita H. Taylor Rina & Jeff Thaler Jim & Kaye Thomas Mr. & Mrs. Steve Timmons David & Deborah Vorhis Jane Whitmore

Gee & Betsy Williams Rick & Amy Wootten Mrs. Howard F. Yerges

PEDESTAL (UP TO $99) Patricia Adelizzi Anonymous Donors Bonnie Aronson Jeff & Melissa Bacon Harry & Priscilla Basehart R. Neill & Nancy Carey Delegate Mary Beth Carozza Marie Cavallaro Hall Coons Sharon Dashiell William & Cecelia Dennis Orville G. Dryden Jr. Virginia A. Dulany, MD Mrs. Denise Eberspeaker Ms. Michele A. Ennis Linda Green Katherine Ann Harting Louise Hearne Liz & Doug Hotten Ms. Melissa Huntsberry Ms. Katharine K. Hutchinson Mr. & Mrs. Martin Hutchison Elisha & Doretha Jones Drs. Lewis & Adrianne Kadushin Ms. Victoria Kent Ms. Cindi Krempel Ms. Ida M. Laynor Dr. Norman C. Lyster Scott & Heather Mahler Ms. Jill McCabe Donna Messick Mr. & Mrs. James F. Morris Dr. Michael L. Murdock Mr. & Mrs. Joseph J. Pearce III Helene F. Perry Ms. Monica Piern David & Ashlee Plotts Mr. & Mrs. Vernon Rivers Mark Rudnick Mr. & Mrs. Robert R. Smoak Jr. Gregory E. Spriggs Pyda Sterling Mr. Raymond Suarez & Ms. Martha Johnston Lauren Taylor Lou Taylor Jeff & Dottie Turner Mr. & Mrs. George H. White Mrs. Louise E. Whittington Dennis Williams Mary C. Willis Susanne Zilberfarb

ADMINISTRATIVE ENDOWMENT FUNDS Carol Williamson Endowment Fund Community Foundation Endowment Fund Donald A. Hall, Sr. Fund France and Mary Lou Smith Fund Freedom H. Ainsworth Fund George and Helen Chandler Fund

Margaret Morris Fund Oscar L. and Harriet C. Carey Fund Reginald Schneider Memorial Fund Victor and Eunice Laws Fund Virginia B. Layfield Fund Walter R. Holloway Family Fund 13


Welcoming our

NEW FUNDS COMMUNITY NEEDS FUNDS

DONOR ADVISED FUNDS

Carol Williamson Community Needs Fund Peter and Linda Hutchinson Fund for Community Needs Wells Family Memorial Fund

Andrew W. and Marilyn G. Booth Donor Advised Fund Coastal Realtors Foundation David and Deborah Vorhis Donor Advised Fund Gamma Theta Boulé of Sigma Pi Phi Fraternity Endowment Fund Hunter’s Ride Donor Advised Fund Salisbury High School Association Fund Supporting Children’s Success Fund SVN/Miller Commercial Real Estate Donor Advised Fund Wildy-Quillin Donor Advised Fund

SCHOLARSHIP FUNDS Bruce W. Oldham Memorial Scholarship CATO, Inc. Scholarship Fund Donald A. Luckhurst Memorial Fund Ernest and Mae Porter Agricultural Scholarship Ocean City Parrot Head - Linda and Don Risso Scholarship Fund Spencer Lubben Memorial Fund Steven Edward White Memorial Scholarship Fund Wicomico Retired Educational Personnel Endowment Fund Wor-Wic Claudell Bowdle Endowed Scholarship

FIELD OF INTEREST FUNDS C.W. Larry George Worcester County Endowment Fund Jane Rahl Apson Endowment Fund Mildred Lappe Arts Fund

DESIGNATED FUNDS

AGENCY FUNDS

Bonnie Luna Award Fund Brooke Mulford Memorial Fund Dr. Kent Kimmel Designated Endowment Fund Gale Huntington Yerges Endowment Fund Jack Edward Morris Memorial Fund Robert and Dorothy Beer Endowment Fund Rodney and Patricia Layton - Reading Forever Whitehaven Church Endowment Fund

Art League of Ocean City Non-Endowed Agency Fund Jackson-Humphreys Fund for Parson’s Cemetery St. James AME Zion Church Endowment Fund Worcester County Educational Foundation Agency Fund

ADMINISTRATIVE ENDOWMENT FUNDS Carol Williamson Administrative Endowment Fund

For a complete list of our funds please visit CFES.org 14


DONOR-ADVISED FUNDS

Think of this as your personal foundation or philanthropic checkbook. Support causes that matter to you when and where it is convenient for you.

FIELD OF INTEREST FUNDS

Support the causes and issues you care deeply about. This type of fund allows you to champion distinct areas of interest without naming a specific organization.

COMMUNITY NEEDS FUNDS

Among the most flexible forms of giving, these funds allow CFES to respond to immediate and emerging community needs over time.

David & Deborah Vorhis Donor Advised Fund “Our fund at the Community Foundation of the Eastern Shore allows us to make an investment in our community’s future.”

C.W. Larry George Worcester County Endowment Fund “My Father was the most generous man I ever knew. My earliest memories are his example of community service and the joy of giving back. We chose to honor his memory with a fund to support youth and the environment in Worcester County.”

SCHOLARSHIP FUNDS

Fuel the dreams of higher education. These funds are created by families to memorialize a loved one, professional organizations that want to encourage a certain field of study, or anyone who wants to extend a helping hand for college-bound students.

DESIGNATED FUNDS

Are you inspired to give back to an organization that is close to your heart? These permanent funds provide annual support to the charities of your choice, ensuring financial support for the chosen nonprofits into the future.

AGENCY FUNDS A simple and efficient way to create sustainability, these long-term funds are established by nonprofits to help provide future income. Agencies benefit from the Foundation’s financial management, administrative resources, and expertise.

ADMINISTRATIVE ENDOWMENT FUNDS These funds provide direct financial support toward the Foundation’s operating expenses, allowing the Foundation to function as a pillar of community resources.

Salisbury High School Fund “The school closed in 1966 as a result of integration. There will never be another graduate of Salisbury High School, but the financial challenges for many African American students remain. Our fund ensures our Alumni Association can support students even after we no longer exist.”

Steven Edward White Memorial Scholarship Fund “Steve’s greatest joy was in helping and encouraging others. Through these scholarships, his memory will continue to inspire future emergency services personnel for generations to come. What a beautiful legacy to leave.”

Ocean City Parrot Head Linda & Don Risso Scholarship The Foundation sees many groups and businesses creating scholarships. The Ocean City Parrot Head – Linda and Don Risso Scholarship, benefits students graduating from Worcester County public high schools.

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SCHOLARSHIPS DREAMS BECOME REALITY THROUGH EDUCATION

We believe education is the key to a brighter future. Our scholarship funds are a valuable resource for people who want to help local students attain their educational goals. As one of the area’s major sources of educational support, CFES distributes 350+ scholarships a year, made possible by our generous and caring donors.

Maya Batson (Pocomoke High School 2015) is a recipient of the Hazel Scholarship and is an Early Childhood Education major at Salisbury University. Upon graduation she plans to return to Worcester County to teach while pursuing her Master’s Degree in Post-Secondary Education. She hopes to one day pursue a doctoral degree in educational leadership.

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Montrel Moore and Michael Mareno of Stephen Decatur High School were awarded the Hunter Hudson Memorial Scholarship by Hunter’s parents Janice and James Hudson. Moore will be attending the University of Maryland Eastern Shore and Mareno will be attending the University of Maryland in the Honors College.

Scholarships awarded

WHERE OUR STUDENTS GO *Individual students may have received more than one award.

Grant Richardson (Snow Hill HS 2015) is a Senior at Yale University with a double major in Economics and History. Upon graduating this year, he will be working as an associate at Cooke & Bieler, an investment management firm. As a recipient of the Hancock Family Snow Hill High School Scholarship, Grant expressed that the award allowed him to focus on his classes and extra-curriculars, as opposed to having to work during the school year.

10 James Felix is a 2018 graduate from Parkside High School. James was awarded the Elizabeth Brittingham Pusey Scholarship and will be attending Virginia Polytechnic Institute and State University.

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2 Isaac Johnson (Parkside HS 2015) is a recipient of the Herb and Ann Fincher scholarship. He is a Biology major with an Exercise Science minor at Salisbury University and he plans to pursue the Doctorate program for Physical Therapy at UMES. “This scholarship has allowed me to further my education and find my passion of helping to rehabilitate people. I would not be able to have this college experience without it and I am extremely grateful.”

Laura Marsh was awarded the Purnell D. White Memorial Scholarship established to support students pursuing a college degree in agriculture or a related field. She will attend Princeton University and is the first Smith Islander to attend an Ivy League university and is the first Smith Island resident to graduate as valedictorian of Crisfield HS.

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Samantha Wiersburg is a 2018 graduate from James M. Bennett High School. Samantha was awarded the Viren & Rekha Sharma Scholarship and will be attending Randolph-Macon to study pre-med in the honors program.

Abigail Roskovich is a 2018 graduate of Parkside High School and was awarded the M. William & Frances J. Tilghman Educational Scholarship. She will attend the University of Louisville and will be a member of the lacrosse team.

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$571K in scholarships awarded


AGENCY Partners

75+ Organizations

St. James AME Zion Church Endowment Faith based organizations meet a plethora of community needs and St. James AME Zion Church wanted to create an asset to support their good works into the future. Partnering with CFES allows them to worry less about investment management and more about connecting with members and supporting the next generation of leaders.

hold agency funds

$2,814,196 granted to organizations from agency & designated funds in fy18

Teackle Mansion Creating legacies and lasting impact are always possible when partnering with CFES. In 2018, friends and supporters of Teackle Mansion knew honoring Gale Yerges was the perfect way to inspire giving to a new endowment. Whether it was $25 or $5,000, each gift honored Gale’s passion and commitment to the Mansion and will provide valuable support forever.

Worcester County Education Foundation CFES is a trusted investment partner for nonprofit agencies throughout the region. By establishing an endowment, nonprofit organizations create a source of future income with lower fees than other investment options. Since the fund is part of the CFES portfolio, the organization benefits from our highly diversified and strategic approach. Agency funds demonstrate a commitment to long-range financial planning and take advantage of the Community Foundation’s financial management, administrative resources, and technical support. A full listing of current funds held to benefit local nonprofit partners can be found in the back of this report.

Education is a commitment that requires the public, private and philanthropic sectors to work together. The Worcester Education Foundation is meeting today’s needs and planning for tomorrow’s opportunities by building an endowment at CFES. This along with ongoing fundraising will help meet the educational needs of students to prepare them to succeed.

Rotary Club of Salisbury Service Above Self is a motto for any Rotarian, and the members of the Rotary Club of Salisbury want to ensure their work extends beyond the needs of today. The Club currently has six endowment funds at CFES supporting their priorities of education and the long-term viability of their organization and facility. 17


honoring our past while looking toward the future 1984

1985

founding

First Grants

The Salisbury Regional Community Foundation was formed. The first office was at One Plaza East in Salisbury, Md.

1987

Name Changed The foundation name was changed to The Community Foundation of the Eastern Shore.

1989

Henson Award Est. The Richard A. Henson Award for Nonprofit Excellence is established.The American Red Cross Lower Shore was the first recipient.

1997

Legacy Society Established

2001

Through their planned gifts, members contribute to the growth of the Foundation’s permanent endowments and by their example, encourage others to do the same.

The first grants were to Coastal Hospice and Life Crisis Center.

1985

First Endowment The first endowment fund was established.

1991

$1 Million in grants

1992

The Community Foundation exceeds $1 million in annual grant making to the local community.

Morris award The Frank H. Morris Humanitarian Award is established honoring outstanding lifetime community contributions.

2003

Perdue-Kresge CFES takes the PerdueKresge Callenge and the community raises $12M in new endowments for 19 nonprofits.

Seal of Excellence

2006 CFES Moves

2011

volunteer award

The Foundation opened its new office on Belmont Avenue and facilities include the nonprofit resource center and conference room.

2006

National Standards Accred. The Community Foundation received National Standards Accreditation from the Council on Foundations and continues to hold that accreditation.

The Mary Gladys Jones Volunteer of the Year Award is established honoring individuals who have made outstanding, sustained, and unselfish contributions to community service.

2013

$100 Million in Assets CFES reaches $100 million in assets, having granted over $46 million to the community since its founding.

2018

$77 Million in grants CFES grants total $77 million made to the local community since inception and $120 million in assets.

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CFES became the first Community Foundation to receive the Seal of Excellence from the Maryland Association of Nonprofit Organizations.

2019

35th Anniversary CFES celebrates 35 years of philanthropic leadership and community impact.


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t. 1984

Ces FES


The Women’s Fund “Being part of the Women’s Fund means getting to work with a beautiful group of diverse women, who come together in the spirit of generosity, for the common goal of supporting life changing programs that could enhance and perhaps be life changing for the lives of other women and girls.“ - Cynthia Holloway, Women’s Fund Grant Committee Chair 2018

We have discovered that when we put our minds and hearts together, we can be a lot more successful in helping our community as a group than as an individual. CFES has helped us grow our investment while creating grants for deserving women and girls. - Susan Purnell

The Women’s Fund of the Eastern Shore was created through the power of collective philanthropy. Members work together to help change the lives of local women and girls. By pooling financial resources, members increase the impact of local programs serving girls in foster care, mothers in crisis, young women seeking jobreadiness or leadership skills, and others who need a hand-up to be stronger, more self-sufficient and forces for positive change in our community. 20


- The -

ANNUAL AWARDS

BONNIE LUNA

DELMARVA DISCOVERY MUSEUM

PAT VORUS

THE FRANK H. MORRIS HUMANITARIAN AWARD

THE HENSON AWARD FOR NONPROFIT EXCELLENCE

THE MARY GLADYS JONES VOLUNTEER OF THE YEAR AWARD

Bonnie was recognized for her faithful leadership for the Magi Fund, which has raised more than $1.5 M to support the poor and homeless, and generous dedication of time and talent to countless other nonprofits in our community. By reaching out to friends in the community, Bonnie was able to multiply the Morris Award tenfold, and provide meaningful support to three nonprofits - Symphony 21, Young Life and the Fruitland Community Center. In receiving this recognition, Bonnie did what she always does – shine a light on others who will touch the next generation and open doors of opportunity for them – spiritually, educationally and artistically – the cornerstones of a happy and fulfilling life.

The Delmarva Discovery Museum was created in 2008 because its founders believed future generations deserve to know the history of the Pocomoke River. From early programming about life on the water, to currently providing an accessible and intensive science, technology, engineering, math and art experience for all visitors, the staff and volunteers have demonstrated the entrepreneurship, tenacity, and innovation needed to create a premier destination and learning environment. Open 361 days a year, the Delmarva Discovery Museum provides visitors and locals with an opportunity to immerse themselves in local culture and celebrate our collective history.

Pat captures the spirit of this award through her outstanding, sustained, and unselfish contributions to organizations on the Lower Eastern Shore. Described as “selflessly, modestly, and constantly working behind the scenes for years for the betterment of our community,” Pat writes grants, plans events, and helps to coordinate other volunteers. She has raised thousands of dollars and contributed countless hours to groups like MAC, Salisbury Art Space, The Cavallero and Cleary Visual Art Foundation, the Chipman Cultural Center, and the Salisbury Zoo. While she doesn’t seek recognition, she is the first to look for opportunities to appreciate the contributions of others and provide a personal touch to all she does.

The Community Foundation of the Eastern Shore presents three awards annually. These awards honor distinguished nonprofits, volunteers, and humanitarians in the Lower Shore community. Information on the nomination and selection process is available at www.cfes.org/awards. 21


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LEGACY Legacy Society

Legacy Society members have declared in writing their intent to make a deferred gift to the Foundation by will, trust, life insurance, or other financial instrument. These gifts create a lasting legacy which benefits the community beyond their lifetime. Mr. & Mrs. Michael G. Abercrombie, Sr. Major General & Mrs. James A. Adkins Mrs. Nancy J. Adkins Mr. James W. Almand Mrs. Jane R. Apson Mr. & Mrs. Barry Beach Dr. & Mrs. Spicer Bell Dr. & Mrs. Thomas Berry, Sr. Mrs. Marian Bickerstaff Ms. Deborah Bishop Mrs. Ann Burns Ms. Anne L. Collins Colonel Robert W. Cook Ret. Mr. & Mrs. Arthur M. Cooley Ms. Fredericka E. Danielus Mr. & Mrs. Charles R. Dashiell, Jr. Dr. Carolyn J. Elmore Mr. & Mrs. Mark E. Engberg Mr. & Mrs. Richard S. Fahey Mr. & Mrs. Conrad Farina Ms. Jacqueline Fowler Mr. & Mrs. Edward Galyon, Jr. Mr. Charles G. Goslee Mr. & Mrs. John L. Graham, III Mr. William G. Greenly Drs. John & Kathleen Groutt Mr. & Mrs. W. Thomas Hershey Mr. & Mrs. Wayne Hickman Mr. & Mrs. Peter Hutchinson Mr. & Mrs. James S. Johnson Ms. Jean D. Johnson Dr. Kent N. Kimmel Mr. & Mrs. Ronald E. La Porte Mr. & Mrs. Harrison J. Langeler Ms. Margaret Lankford Mr. & Mrs. James S. Larmore Dr. & Mrs. C. Rodney Layton, Jr. Mr. & Mrs. Don Mabe Mr. & Mrs. Robert C. Malone

Ms. Patricia M. Mannion Mr. & Mrs. P. Curtis Massey Mr. & Mrs. William R. McCain Mrs. Eleanor W. Mulligan Mr. & Mrs. Martin T. Neat Ms. Ruth Nichols Drs. Arthur & Susan North Mr. & Mrs. James A. Perdue Mrs. Cheryl Aaron & Mr. Richard L. Polin Mrs. Bonnie Powell Ms. Susan K. Purnell Mr. & Mrs. John P. Rankin Mrs. Emilie W. Robinson Mr. & Mrs. Thomas E. Robinson Dr. & Mrs. George C. Rubenson Mr. & Mrs. Louis W. Shockley, Jr. Mr. & Mrs. Raymond C. Shockley Mrs. Louise Smith Mr. & Mrs. Macky Stansell, Jr. Mrs. Jean Stephanides Mr. & Mrs. Donald K. Taylor Mr. & Mrs. Robert P. Taylor Mr. & Mrs. James C. Theiss Mr. & Mrs. James R. Thomas, Jr. Mrs. Sidne L. Thomas Mr. & Mrs. Richard W. Todd Mr. & Mrs. Jon B. Tremellen, II Mr. & Mrs. Michael P. Truitt Mr. & Mrs. David A. Vorhis Ms. Beverly Ward Ms. Myrtle M. Wheatly Ms. Sonya Whited Dr. & Mrs. George I. Whitehead, III Mr. & Mrs. Dirk W. Widdowson Mr. & Mrs. Frederick E. Wierman Ms. Stephanie T. Willey Mr. & Mrs. Chuck Wojciechowski Mrs. Elizabeth Calcott Wootten Mrs. Cathaleen Yow

Remembered: Dr. Robert Adkins Ms. Bobbi Biron Mr. Donald Booth Mrs. Sarah Evans Mrs. Mildred Gassman Mrs. Gladys Goslee Mrs. Elizabeth Hall Mr. James (Jay) Hancock Mrs. Jane M. Hershey Mr. & Mrs. W. Richard Holloway Sr. Mrs. Virginia H. Korff Mr. & Mrs. Richard M. Laws Mrs. Virginia B. Layfield Ms. Alice Lincoln Mrs. Susanne S. Morris Ms. Mariuna Morrison Mr. Henry P. Nielsen Mr. Thomas Roe Mrs. Emma C. Roe Mr. & Mrs. Samuel W. Seidel Mr. France E. Smith Dr. Mark Stephanides Mr. James Trader Ms. Amelia Gordon Ward Dr. Carol Williamson Mr. Richard S. Wootten, Sr. Mr. Raymond Yow

We’ve been blessed to call the Eastern Shore home and believe in the future of our community. Supporting a variety of organizations that make a difference in the lives of local students is very important to us and the future of our community depends on a strong educational foundation. We hope our passion for education will live on because of our relationship with CFES.

- The McCain Family 24


PROFESSIONAL

ADVISORS

Attorneys, CPAs, financial planners, trust officers, and other professionals are valued partners in charitable giving. Together we can develop client-focused giving strategies that meet specific financial goals and philanthropic interests. With our thoughtful planning and diligent stewardship, we partner with professional advisors to develop client-focused giving strategies.

PARTNER WITH US ​ aximum Tax Benefits: As a tax-exempt public M charity, CFES offers giving solutions that maximize benefits to donors on capital gains, estate, and income taxes. T​ rue Simplicity: A fund at CFES has the benefits of a private foundation without any of the legal complexities, administrative burdens, and compliance requirements. ​Lasting Legacy: The impact of a charitable gift will grow over time. Under the stewardship of CFES, a gift supports philanthropic priorities forever. P​ ersonalized Recognition: A CFES fund can bear the donor’s name or that of family, or a loved one. Or, if anonymity is preferred, we can ensure that too. Advisor Retention: Advisors can retain and manage client charitable assets at their financial institution on an ongoing basis. Flexibility: CFES is able to process gifts of marketable securities, closely held stock, retirement funds, real estate, and more. Donors can give the gift outright or structure it to produce a lifetime of income. Total Accountability: Donors receive quarterly statements to keep them apprised of all activity in their fund. Our annual independent audit by TGM Group, LLC is available to the public. S​ avvy Investing: With diligent oversight by the CFES Investment Committee and the professional guidance of our independent investment consultant, a donor's fund can be invested for long-term growth, allowing them to make generous grants for years to come. ​Local Insight: We are your feet on the street. CFES staff members frequently visit local nonprofits and participate in community conversations. We are happy to share our knowledge and experience. 25


ENDOW

MARYLAND

The Endow Maryland state tax credit rewards donors who help build permanent charitable funds for local communities across the state and right here on the Lower Eastern Shore. Since January 1, 2015 Endow Maryland has offered a tax credit for gifts to qualified endowment funds at Maryland community foundations. By focusing on funds which support the most urgent needs in the community and provide maximum flexibility over time, CFES is able to maximize the impact of your gift. Both Community Needs Funds and Field of Interest Funds are eligible for the tax credit.

Peter and Linda Hutchinson

CFES is the perfect partner in giving. The Foundation is so involved in the community and various nonprofits, that it knows where our philanthropic dollars are best spent. They also make us aware of opportunities to help that we might not have known of otherwise.

Eleanor Mulligan

The Community Foundation is a blessing! A practical way to help others– the way my beloved family helped me -- to help myself. There’s nothing like the feeling that you can lift someone in such a positive way… the way, as my grandfather said, of finding that crucial helping hand is right at the end of your sleeve.

GET STARTED Talk with us about qualifying gift options for the 25% Maryland tax credit.

26

Make a qualifying gift or create a qualifying fund with cash or appreciated assets.

Receive your Endow Maryland certification and submit with your Maryland tax return.

Enjoy your tax credit knowing your gift is making a positive difference in Maryland.


CORPORATE PHILANTHROPY Charitable causes depend on the support of people who care, but also businesses that recognize the value of investing in our community. We are proud to support the philanthropic endeavors of local businesses and help connect them to causes that matter. Through a partnership with CFES businesses are able to demonstrate their commitment to strengthening our community while maximizing their philanthropic impact through a donor advised fund.

CATO Gas Oil & Propane “We have had a donor advised fund at the Community Foundation for nearly 30 years. As a complement to our staff’s engagement in community service efforts, our fund allows us to support the causes we care about while knowing that our dollars are being put to good use.”

First Shore Federal Savings & loan Association “For many years, First Shore has used an advertising theme of ‘Community Minded, Just Like You.’ It’s not hard for us to use that theme because we really do believe that what’s good for the community is good for First Shore Federal. Our business prospers when the community we serve prospers.”

Coastal REALTORS® “Our local REALTORS® and affiliate members are very active in their communities and the association wants to support those efforts. Coastal is here to serve the members in every capacity, and now that includes assisting in their charitable activities and volunteer work. Essentially, they will tell us which local organizations they are supporting, and we will help boost their efforts with this fund.” 27


SPECIAL CONTRIBUTORS These contributors help support the Community Foundation’s special activities and projects.

47 ABC Avery Hall Insurance Agency Bank of Delmarva Blue Water Development Branch Banking & Trust Company Comcast Spotlight Delmarva Power – An Exelon Company First Shore Federal Savings & Loan Assn. Flowers Unlimited Gayle Widdowson Gil Allen, Allen & Allen, Chtd. Google Hebron Savings Bank iHeartMedia Janet Scott Photography Lens-Art of Salisbury Lower Shore Enterprises Mason Investment Advisory Services Microsoft Nelson Insurance Agency PAC 14 Pam and Macky Stansell Peninsula Printing PNC Bank Ray Shockley Symantec Vantage Point Solutions Group

COMMITTEE VOLUNTEERS James Almand Regina Bell Jay Bergey Rafo Correa Jackie Cassidy Dr. Sharon Clark Nancy Goldsmith Jan Conway Jane Corcoran Cecelia Dennis

28

Annemarie Dickerson Michael Dunn Mark Engberg Jackie Fowler Pat Farina William Ferguson Jackie Gast Kim Gillis Nancy Goldsmith Earle Hatton

Thomas Hershey Michele Hughes Tonney Insley Dean Lewis Ivonne Lomax Dr. Ani Mathers Kathleen McLain James Morris Sharon Morris Martin Neat

Joseph Ollinger Susan Purnell Susan Pusey Vernon Rivers Carrie Samis Anthony Sarbanes Dr. Samantha Scott Raymond Shockley Stephanie Shockley John Stern

Donald Taylor Diane Turner Jeffrey Turner Juanita Warren Sonya Whited Barbara Whitehead


Board of Directors James R. Thomas, Jr. CHAIRMAN

Michael P. Truitt VICE CHAIRMAN

Gayle H. Widdowson SECRETARY

David A. Vorhis TREASURER

John J. Allen, Jr.

Allen C. Brown, Sr.

Thomas K. Coates

Morgan P. Hazel

Velda E. Henry

W. Todd Hershey

Dr. Carolyn S. Johnston

James P. Jones

Andy Kim

Ginnie Malone

Dwight W. Marshall, Jr.

Kathleen G. McLain

Melody S. Nelson

Janice M. Perdue

Ernest R. Satchell

Gregory D. Tawes

Lauren C. Taylor

Dr. Annette E. Wallace

Dr. George I. Whitehead, III

Stephanie T. Willey

Dr. Julius D. Zant

IN MEMORY OF FRANCE SMITH France Smith generously gave his time and talent as a member of the CFES Board of Directors and was a true ambassador for the Foundation. France and his wife Mary Lou supported the mission of the Foundation in many ways including the establishment of endowment funds that provide ongoing funding for the Foundation’s administrative and Community Needs Funds. France’s leadership of this organization inspired many others in the community and we will forever be thankful for his friendship.

29


STAFF - 2018 -

Sharon Dickson, CPA Finance Director Pam Heying Gifts & Grants Administrator Erica Joseph President Victoria Kent Marketing Officer Heather Mahler Program Director David Plotts Controller Patt Strausburg Office Administrator BJ Summers Director of Development & Donor Relations Heather Trader Donor Relations Officer Lauren Zarin Program Administrator

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In Honor A gift to the Foundation made in honor of a special person is always fitting. The names of those who have been honored are in bold beneath the fund name, followed by the name of the donor. Alice Parsons Davis Memorial Scholarship Fund Scotty & Ellen Hitch

Mr. & Mrs. Jay P. Ragains

Mr. & Mrs. T. Scott Hitch

Mr. & Mrs. Christopher Smith Alex Ragains

Mr. & Mrs. Jay P. Ragains Jay & Kim Ragains

Mr. & Mrs. Jerry E. Ragains Ms. Jill Reddick Mr. & Mrs. Christopher Smith Jerry & Gloria Ragains Mr. & Mrs. Jay P. Ragains Kim, Jay & Alex Ragains

Mr. & Mrs. T. Scott Hitch

Chris & Casey Smith

Mr. & Mrs. T. Scott Hitch Mr. & Mrs. Jay P. Ragains

Andrew & Dina Tilghman

Mr. & Mrs. T. Scott Hitch Mr. & Mrs. Jay P. Ragains

Mat & Barrie Tilghman

Skip Valliant & Jamie Manaia

Mr. & Mrs. Peter S. Copenhaver

P.D. & Bobbie Mowbray

Mr. & Mrs. Peter S. Copenhaver Jim & Irene Soderquist Mr. & Mrs. Peter S. Copenhaver

Mary Gladys Jones Fund for Cultural Enrichment Mary Gladys Jones

Ms. Cassandra R. Brown Ms. Sonya D. Brown Community Foundation of the Eastern Shore The Community Foundation Fund Jim Almand

Mr. & Mrs. William H. Ransley III CFES Staff Melody & Rick Nelson Mr. & Mrs. Calvin D. Peacock W. Thomas Hershey Mrs. JoFran Falcon Allen & Kay Lankford Mrs. Margaret V. Lankford Margaret Lankford Mr. & Mrs. Leslie F. Lowe Daniel & Loretta Savoy Princess Anne Chapter of the Links, Inc. Worcester Co. Schools/Stephen Decatur HS

Mr. & Mrs. Howard Taylor

Mr. & Mrs. T. Scott Hitch

Carolyn Mears Elmore Scholarship Carolyn Elmore

Mr. & Mrs. Robert L. Dickey Jr. Melody & Rick Nelson Mr. & Mrs. Dennis B. Summers Community Needs Endowment Fund

Howard & Delma Tingle

Mr. & Mrs. Mark E. Engberg

Delmarva Education Foundation Fund Vernon Rivers

Mrs. Katherine Ann Harting Eastern Shore Mission of Mercy Fund

Dr. Debra Welsh Mr. & Mrs. Charles C. Emery Dr. Theodore Wycall

Dr. & Mrs. Alfred H. Beattie Ewell Methodist Perpetual Care Fund Noah Evans

Mr. Nicholas T. Evans CPA Friends of the Salisbury Elks 817 Fund

The Girls - LJJS

Ms. Jan-Marie Phipps Bob Hussey

Ms. Jan-Marie Phipps Hunt Galyon Memorial Fund Charlie & Patsy Brooks

Mr. & Mrs. Peter S. Copenhaver Tom & Rita Copenhaver Mr. & Mrs. Peter S. Copenhaver Edward & Rebecca Galyon

Mr. & Mrs. Peter S. Copenhaver Mr. Thomas G. Copenhaver

The Women’s Fund Keirsten Baker

Dr. Dorothy E. Baker Dolly Burkett

Mrs. Elizabeth Calcott Wootten Carol Davis

Dr. Diane L. Davis-Hayes Ph.D Jo Rousseau

Wicomico Women’s Club Women at CFES

Ms. Susan Jackson-Stein Trinity United Methodist Church Rev. George R. Patterson Scholarship Fund Rev. George Patterson

Ms. Natalie T. Bloodsworth Mr. & Mrs. Ralph L. Buckel Mr. & Mrs. William R. Carder Mr. & Mrs. R. Dale Dashiell Jr. Ellendale Methodist Church Ms. Verla B. Hammond Ms. Sue H. Harting Mr. & Mrs. Robert C. Hoffman Larry Holdren Real Estate Inc Mr. Donald L. Johnson Mr. & Mrs. Lloyd B. Lewis Mr. & Mrs. Joseph M. Mitrecic Hon. & Mrs. Joseph Mitrecic Bruce A. Moore PA Mr. & Mrs. Robert Murray Mr. & Mrs. Ronald B. Nelson Mr. & Mrs. Frederick S. Nicoll Mr. & Mrs. Mark W. Patterson Mr. & Mrs. Gary Richins Mr. & Mrs. Anthony S. Sarbanes Mr. & Mrs. William Schrader Mr. John G. Trumpower Mr. & Mrs. Paul R. Wall Mrs. Gayle H. Widdowson

Whittington Memorial Scholarship General Carl N Beer, USAF

Mr. & Mrs. Thomas Whittington

Sally & John Rankin

Mr. & Mrs. Thomas Whittington Dr. Howard N. Weeks

Mr. & Mrs. Thomas Whittington Tom & Lou Whittington Mr. & Mrs. John Rankin Norman & Kathy Whittington

Mr. & Mrs. Thomas Whittington

Worcester County Humane Society Fund The Volunteers

Mrs. Jane R. Apson

In Memory Memorial gifts allow the community to celebrate the lives of these individuals. Names of those remembered are in bold beneath the fund name, followed by the name of the donor. Alfred & Clara May Truitt Memorial Fund Alfred & Clara May Truit

Mr. & Mrs. Roscoe R. Leslie

Alice Parsons Davis Memorial Scholarship Fund Alice Parsons Davis

Retail Store Services, Inc. Mr. & Mrs. M.W. Tilghman Jr. Arthur M. Cooley, Jr. Memorial Fund Max Cooley

Mr. & Mrs. Joe Gilmore Mrs. Katherine C. Maher Mr. & Mrs. Darryl E. Nixon Ben’s Red Swings Designated Endowment Fund Ben Layton

Ben Layton Memorial 5k Mr. & Mrs. Mark J. Cotter Ms. Mabel S. Esh Mr. & Mrs. M. Douglas Girardeau Herl’s Bath & Tile Solutions Mr. & Mrs. Edgar W. Hull Dr. & Mrs. C. Rodney Layton Jr. The Philip & Barbara Long Family Foundation, Inc. Mr. & Mrs. Vernon Rivers Mrs. Dorothy S. Turner United Way of the Lower Eastern Shore, Inc Wolford Angels

Richard A. Henson Foundation & Col. Robert W. Cook Brooke Mulford Memorial Fund Brooke Mulford

Ms. Robin & Ms. Sharrell Callaway Mr. & Mrs. Henry H. Hanna III Market Street Inn LTD Mr. Gregory A. McIntyre Mid-Atlantic Title & Escrow Co, Inc. Bruce W. Oldham Memorial Scholarship Bruce W. Oldham

Mr. & Mrs. William D. Lawson Mrs. Phyllis H. Oldham Mr. & Mrs. Glenn O. Slaughter Carol Williamson Community Needs Fund Dr. Carol Williamson

Dr. & Mrs. Robert J. Corcoran

31


Mr. Richard W. Culver Ms. Nancy Goldsmith Mr. & Mrs. Douglas M. Harris Mr. Barry M. King Ms. Patricia A. Miller Ms. Mary E. Vairo Dr. & Mrs. George I. Whitehead III Dr. Arlene F. White Charles & Gladys Goslee Youth Help Fund Gladys B. Goslee

Mr. & Mrs. Aaron Green Charles & Gladys Goslee Donor Advised Endowment Fund Gladys B. Goslee

Mr. & Mrs. Aaron Green Craig A. Evans Memorial Fund Craig A. Evans

Bob & Ginnie Malone Mrs. Sidne L. Thomas Dan Prengaman Memorial Fund for the Arts

Dan Prengaman

Mr. Frank R. Little

David Larmore Memorial Fund David Larmore

Ms. Rosemary B. Gallis Mr. & Mrs. Dan S. Harris III Mr. & Mrs. Edward L. Stephens Mr. & Mrs. Ford C. Waggoner III Faye Littleton

Ms. Bonnie Adkins Ms. Julia Ann Ball Ms. Loretta M. Coccodrilli Mr. & Mrs. Philip R. Crouse Delaware Justice of the Peace Court Mr. & Mrs. Freddie W. Elliott Ms. Terri L. Evans Ms. Harriett H. MacVeigh & Ms. Maria M. Glenn Guerrieri Family Foundation Mr. & Mrs. Thomas J. Hayman Mr. & Mrs. Sheldon Larmore Mr. & Mrs. Robert R. Larrimore Jr. Laurel Class of 1960 Mr. & Mrs. Thomas E. Musser NCC Police Alumni Ms. Carolyn E. Parsons Mr. & Mrs. John H. Ryan Safran Group - Denton Quality Mr. & Mrs. J. Lee Shafer Ms. Darlene J. Smack Mr. & Mrs. M. Kevin Tingle Mr. Milbourne Whitt Mr. & Mrs. David W. Winkler Mr. & Mrs. James E. Wolbrueck David W. Snee Memorial Fund David W. Snee

John D. Hynes & Associates, Inc. Disaster Relief Fund Paul Beckwith, Sr.

Ms. Valerie Beckwith

Louisa Jane Jones

Ms. Kenda Kile

Robert & Mary Jane Pohlmann

Mr. & Mrs. Brett Collins 32

Donald A. Luckhurst Memorial Fund Donald Luckhurst

Mrs. Bonnie Little

Donald Lee Schul, Jr. Scholarship Fund Donald Schul, Jr.

Ms. Sidney Daphne Hayman Doris Gay Calcott Memorial Scholarship

Doris Gay Calcott

Mrs. Elizabeth Calcott Wootten Dr. Jon M. Andes Worcester County Teacher Scholarship Fund

Judith Bunting Worcester County Board of Education Elizabeth Coston Worcester County Board of Education Margaret Engle Worcester County Board of Education Lee Fink Worcester County Board of Education Nellie Godwin Worcester County Board of Education June Gravenor Worcester County Board of Education Joan Thomas Worcester County Board of Education Duane V. Perdue Memorial Scholarship Fund Duane Perdue

Avery Hall Benefit Solutions, Inc. Avery W. Hall Insurance Agency, Inc. Mr. & Mrs. Bill Elrick Farnell & Gast, LLC Ms. Elaine W. Perdue Salisbury Elks Lodge, B.P.O.E. #817 Charles Wilkins & Duane Perdue

Mr. & Mrs. Bill Elrick Ms. Elaine W. Perdue

Dykes, Elliott, Pryor Memorial Fund for Community Needs Coulbourn M. Dykes

Mrs. Dianne W. Dykes

Elijah Bradford Memorial Designated Endowment Elijah Bradford

Ms. Elizabeth L. Lyons Friends of the Salisbury Elks 817 Fund Vincent Neal, Jr.

Ms. Joyce H. Alexander Mr. Chet H. Fritts Ms. Joanne F. Hearne Mr. Christopher P. Johnson Maryland Broadband Cooperative Mr. & Mrs. John I. Mumford Mr. & Mrs. George H. Robertson Mr. Wayne H. Smith Sr Tomey Electric, Inc. United Electric Supply Ms. Doris Wyatt Gale Huntington Yerges Endowment Fund Bailey A. Thomas

Ms. Jennefer J. Thomas James B. Williams

Mr. J. Wayne Williams

Hunt Galyon Memorial Fund Russell Wesley Hunt Galyon

Mr. & Mrs. Bob G. Hester

Hunter Hudson Scholarship Fund Hunter Hudson

Mr. Sanford M. Abrams Mr. Ed Balcerzak The Boardwalk Store, Inc. Cool Runnings Snowballs & Produce Ms. Susan R. Eschenburg Mr. & Mrs. Anderson S. Hastings Mr. & Mrs. James K. Hudson Mr. & Mrs. Lee W. Klepper Mr. Randy Mills Mr. John S. Morris Saltwater Trading Co, Inc. Ms. Royette Sheperd Mr. & Mrs. John A. Smolnik Mr. & Mrs. Dave L. Wangel Ms. Robyn R. White Hunter’s Ride Donor Advised Fund

Mr. James W. Almand & Dr. Pamela J. Zorn Mr. & Mrs. Joseph Baumann Ms. Chris Butler Ms. Susan G. Carpenter Ms. Paula A. Chieffo Mr. & Mrs. Ken Church Mr. & Mrs. Darren D. Davis Cameron, Teri, & Kurt DiPerna Fleet Services Company Ms. Sheila M. Gabell Going To The Dogs Ms. Deborah Gover Mr. & Mrs. Anderson S. Hastings Mr. & Mrs. James K. Hudson Mr. & Mrs. Warren L. Huffer Mr. & Mrs. Howard L. Jarmon Jr. Juliana Recycling Corp Mr. & Mrs. John G. Lemon Jr. Mr. Wayne Littleton Mr & Mrs. Damian McAlister Ms. Pamela S. McGrath Mid-Atlantic Baseball Tournaments, Inc. Mr. & Mrs. David M. Rivello Mr. & Mrs. Frederick A. Senger IV Ms. Susan H. Strickland Sun & Fun Mr. & Mrs. Robert L. Taylor Jr

Jack Edward Morris Memorial Fund Jack Edward Morris

Mr. & Mrs. Ronald B. Nelson Jack Morris Memorial Fund James W. Hancock III Scholarship James W. Hancock

Martha H. Seibert

Jeffrey Morris Smith Memorial Scholarship Fund Jeffrey Morris Smith

Mr. & Mrs. William H. Smith John Stephanos AHEPA Scholarship

Mary Stephanos

Mr. & Mrs. Chris Balodemas Dr. & Mrs. Ted P. Chipouras City of Bowie Public Works Dept City of Bowie Ms. Marilyn M. Fisher Mr. & Mrs. Joseph A. Gibbs


Ms. Zoe Gratsias HIF Sunshine Fund Ms. Evelyn Hobbs Ms. Angeline M. Karayians Mr. & Mrs. John Katinas Mr. & Mrs. William Loomis Ms. Christine S. Loomis Ms. Aliki M. Nearing Ms. Katherine Patterson Mr. & Mrs. Richard A. Riehl Ms. Eva Ring Ms. Betty L. Townsend Mr. & Mrs. Joseph O. Vartabedian Ms. Maureen Weller Mr. & Mrs. Donald E. Wortman Mr. & Mrs. Marion G. Zevgolis Mary & John Stephanos

Mr. & Mrs. Basil Harrison

John W. Causey Memorial Fund John W. Causey

Mrs. Charlotte T. Causey Korryn P. Whited Memorial Scholarship Korryn Whited

Mr. & Mrs. Kenneth J. Whited LLLR Memorial Endowment Fund Rob Schultheis

Mr. & Mrs. Paul R. Schultheis Lower Shore Fund for Community Needs Betty Hamblin

Mrs. Sylvia P. Chiofolo Mr. & Mrs. Allen R. Gracey Ms. Casey Boccia & Mr. William Herrfeldt Mr. & Mrs. George L. Huston Mr. & Mrs. Hunter R. Mann III Ms. Sherry Perkins Mr. & Mrs. William E. Stark Mr. & Mrs. Joseph J. Welch Mac Wessels Memorial Fund John ‘Mac’ Wessels

Mr. & Mrs. John R. Ade Abigail Custis Ms. April Devlin Mr. & Mrs. Anthony W. Edwards Erace The Stigma Mr. & Mrs. John Hess Interior Motives Mr. & Mrs. Jerome H. Lonegro Meredith Taylor, Inc Mr. & Mrs. W. Ronald Morgan Ms. Lauren B. Paul Mr. & Mrs. Henry M. Rutledge Mr. & Mrs. Eric Senkbeil Ms. Ann B. Williams Mr. & Mrs. Wayne Witmer Martin S. Kane Memorial Scholarship Fund Martin Kane

Paul & Mary Ellen King Mary Gay Calcott Memorial Fund

Mary Gay Calcott

Mrs. Linda W. Hutchinson Mrs. Elizabeth Calcott Wootten Michael J. Hynes Memorial Endowment Fund Michael J. Hynes

John D. Hynes & Associates, Inc.

Nina Wright Wildman Memorial Scholarship Fund

Nina Wright Wildman Delmar Alumni Scholarship Foundation, Inc

Poplar Hill Mansion Endowment Fund John & Andy Meyers

Ms. Connie Loyd

Quantico Cemetery Perpetual Care Fund Albert James & Mary Jean Collins

Ms. Stephanie F. Brown

Queen Nerd Scholarship & Support Fund in Memory of Jamey Lee Griswold Landon Jamey Lee Griswold Landon

Ms. Vanessa P. Collins Mr. & Mrs. Jason Dykes Dr. & Mrs. Harlan A. Eagle Erace The Stigma Farrell Services Inc Ms. Laura K. Hancock Mr. & Mrs. Gains B. Hawkins Jewish Communal Fund Mr. & Mrs. Stephen A. Link Mr. Richard M. Meekins Dr. Christine Neto MD Mr. Patrick & Dr. Christine Shaner Mr. & Mrs. Daniel A. Stevenson

Samuel W. Seidel Memorial Reading Forever Endowment Fund Jim Doyle

Dr. & Mrs. C. Rodney Layton Jr. Spencer Lubben Memorial Fund Spencer Lubben

Ms. Lori L. Anders Mr. & Mrs. William D. Anderson Avery Hall Benefit Solutions, Inc. Avery Hall Insurance Agency Inc. Mr. & Mrs. Kenneth A. Basile Mr. & Mrs. Todd E. Berman Mr. & Mrs. Jake Bernstein Mr. & Mrs. John E. Boda Calista Boutique, LLC Mr. Lewis R. Carman & Ms. Deborah S. C Delaware Elevator Manufacturing Inc Ms. Debra L. Dennis Mr. & Mrs. Phillip Doughty Mr. & Mrs. Henry Eure EXCELLENS Aquacare Physical Therapy, LLC Farmers Bank of Willards Farnell & Gast, LLC Mr. R. Joseph Gilkerson Ms. Jessica E. Haaf Mr. & Mrs. Timonthy S. Holt Ms. Judith A. Howes Mr. & Mrs. Richard T. Jarvis Mr. & Mrs. Walter A. Jones Keystone Builders, P.C. Konlian O’Neill & Associates Mr. & Mrs. R. James Lanzi Larry Leese & Associates P.A. Mr. & Mrs. Calvin D. Lubben Ms. Carroll J. Nichols Ms. Katlyn & Ms. Patricia H. Nuttall Ms. Jennifer K. Oneill Parker Forestry Services Inc Mr. & Mrs. Mark Perdue Chaitanya H. Raval & Khyati H. Dave Mr. James S. Richardson Jr. Salisbury Dining, LLC Ms. Amy M. Schepers

Ms. Melody Singleton Ms. Susan C. Slaughter Ms. Jessica D. Spitzer Sussex Lumber Company, Inc. Ms. Kathleen Svezzese Mr. & Mrs. Wayne F. Taylor Mr. & Mrs. James E. Thomas Ms. Tammy C. Truitt Mr. & Mrs. R. Lee Webb Jr. Whitehead Real Estate Executives Mr. & Mrs. Steven L. Windmuller Mr. & Mrs. Ray Workman Ms. Kristen Y. Zell Steven Edward White Memorial Scholarship Fund Steven White

Ms. Elaine H. Brown & Ms. Susan E. Brown Ms. Mary Lynn Deckert Parsonsburg Volunteer Fire Company, Inc Ms. Debbie Ann White Susan Lee Todd Memorial Fund Susan Lee Todd

Dr. & Mrs. Thomas E. Todd DVM The Community Foundation Fund Wilma Azar

Mr. & Mrs. Chris Poole Walter Barlowe Mrs. Darlene B. Cole-Culver William Bowen Mr. & Mrs. George T. Mason Julia A. Brown Mr. Allen C. Brown Sr. Mr. & Mrs. Orville G. Dryden Sr.

Mr. Orville G. Dryden Jr. Gladys B. Goslee Ms. Sharon C. Dashiell Mr. Charles G. Goslee Mr. & Mrs. Aaron Green Robert C. Jackson Dr. Carolyn J. Elmore Ed.D. Althea O’Connor Mr. Patrick F. O’Connor Tee O’Connor Mr. Patrick F. O’Connor Mervin Palmer Dr. & Mrs. Jack C. Lewis Lucille Rudnick Mr. Mark V. Rudnick

Junie, Harvey, & Doris Spriggs

Mr. Gregory E. Spriggs

Tony R. Sterling III

Ms. Pyda L. Sterling

John ‘Mac’ Wessels Mr. & Mrs. L. Douglas Hotton Dr. H. DeWayne Whittington

Mrs. Louise E. Whittington

Dr. Carol Williamson

Dr. Kent N. Kimmel

Helen Willis

Ms. Mary C. Willis The Women’s Fund Wilma Azar

Ms. Sidney Daphne Hayman Ms. Susan Russell Wicomico Garden Club 33


Kathy Bahen Mrs. Elizabeth Calcott Wootten Dorothy Beer & Phyllis Whitehead

Dr. & Mrs. George I. Whitehead, III Leonie Bell & Ann Haffner Regina Bell & Associates CPA, PA Hazel Burlock Dr. & Mrs. Julius D. Zant Anne P. Dashield Mr. & Mrs. Keith P. Dashield

June T. Dashiell & Franky W. Fries

Mr. & Mrs. R. Dale Dashiell Jr.

Genevieve Sparrow Elliott

FINANCIALS & INVESTMENTS Statement of Financial Position

Ms. Gamee Elliott

Ruth Clifford Gordon

Mrs. Jacqueline B. Gordon Gladys B. Goslee Mrs. Mary Gladys Jones

Virginia Hall Korff & Joyce Widdowson

Mr. & Mrs. Dirk W. Widdowson

Sharron (Sherry) Wilkins Lewis

Mrs. Cheryl L. Nottingham

Theresa Winner Lowry & Floy Lewis Bakes

Mr. & Mrs. Martin T. Neat

Elsie Jackson

Dr. Carolyn J. Elmore Ed.D. Mary Anne Roscopf Mrs. Ann R. Allen Corene Whited Ms. Sonya Whited Helen B. Willis Ms. Mary C. Willis

2018

2017

Assets Cash and cash equivalents Prepaid expenses and other assets Investments Land, building and equipment, net Other assets Total Assets

$586,533 $160,563 $118,961,340 $1,316,426 $1,131,277 $122,156,139

$307,042 $149,546 $109,350,871 $1,244,664 $1,328,238 $112,380,361

Liabilities and Net Assets Accounts payable and accrued expenses Agency payables and other liabilities Total Liabilities Net Assets Total Liabilities and Net Assets

$127,990 $31,395,886 $31,523,876 $90,632,263 $122,156,139

$137,397 $27,787,327 $27,924,724 $84,455,637 $112,380,361

Trinity United Methodist Church - Rev. George R. Patterson Scholarship Fund Constance Humphreys

Mr. William W. Humphreys Jr. Trinity United Methodist Church Trinity United Methodist Church Scholarship Fund Marie Hussey

Trinity United Methodist Church White Family Scholarship Fund Gerald (Jerry) White

Mr. & Mrs. Charles White

Wicomico Senior High School Class of 63 Scholarship Fund All Deceased Classmates

Mr. & Mrs. Ernest L. Bailey

Statement of Activity Support & Revenue Contributions and grants Investment income, net Other income Total Support and Revenue

2018

2017

$3,117,732 $8,487,782 $242,548 $11,848,062

$2,860,389 $9,635,548 $214,520 $12,710,457

Expenses Grants Management & General Expenses Total Expenses Change in Net Assets Net Assets at Beginning of Year Net Assets at End of Year

$4,649,405 $1,022,031 $5,671,436 $6,176,626 $84,455,637 $90,632,263

$4,497,721 $863,400 $5,361,121 $7,349,336 $77,106,301 $84,455,637

Bill Hensley

Dr. & Mrs. R. Joseph Gore Jr. Stephen Hitchner, Jr Dr. & Mrs. R. Joseph Gore Jr. John Ross Skiles Ms. Lynne S. Skiles William & Sarah Evans Family Memorial Fund Sarah Evans

Mr. Eric Matterson William & Sarah Evans

Ms. Carol T. Owens

Worcester County Swimming Fund Lorraine B. Haynes

Mr. Glenn M. Irwin 34

All funds established at the Community Foundation of the Eastern Shore, Inc. are managed as provided by the Investment Policy Statement approved by the Board of Directors. The Investment Committee oversees the process and selects and monitors investment managers through its consultant, Mason Investment Advisory Services, LLC. We provide a Quarterly Investment Report to all fundholders with their statement. Data presented as of June 30, 2018 unless otherwise indicated.

A copy of the current financial statement of The Community Foundation of the Eastern Shore, Inc. is available by writing 1324 Belmont Ave Ste 401, Salisbury, MD 21804 or by calling (410) 742-9911. Financial Statements are also available at www.cfes. org. Documents and information submitted under the Maryland Solicitations Act are also available, for the cost of postage and copies, from the Maryland Secretary of State, State House, Annapolis MD 21401, (410) 974-5534.


SPONSORS

Ray

SHOCKLEY

Investment Advisor:

Mason Investment Advisory Services Investment Custodians:

Morgan Stanley PNC TD Ameritrade Auditor:

TGM Group, LLC Legal Counsel:

Charles R. Dashiell, Jr. - Hearne & Bailey, PA Gil Allen, Allen & Allen, Chtd.

Membership Organizations:

Association of Baltimore Area Grantmakers BoardSource Foundation Center Grantmakers for Effective Organizations Maryland Nonprofits Maryland Community Foundation Assoc. Professional Partners of the Eastern Shore Editing:

Photography Contributions:

Carrie Samis CFES Staff & Board Lens-Art of Salisbury Grantee Photo Submissions Nile Hawver Printing:

Delmarva Printing

Susanne Zilberfarb, Hammond Media Graphic Design:

Victoria Kent, CFES 35


Community Foundation of the Eastern Shore 1324 Belmont Ave. Ste. 401, Salisbury, MD 21804 410.742.9911 • CFES.org

To strengthen our community by connecting people who care with causes that matter to improve quality of life in our region.

Profile for Community Foundation of the Eastern Shore

2018 Annual Report - Community Foundation of the Eastern Shore  

Fiscal year 2018. The Community Foundation of the Eastern Shore connects people who care to causes that matter for the common good of the Lo...

2018 Annual Report - Community Foundation of the Eastern Shore  

Fiscal year 2018. The Community Foundation of the Eastern Shore connects people who care to causes that matter for the common good of the Lo...

Profile for cfes
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