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The Community Foundation of the Rappahannock River Region

Annual Report 2012–2013

It was a remarkable year for The Community Foundation. It is safe to venture that we reached a tipping point in our power to positively influence the community.


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


The Word Is Out

It was a remarkable year for The Community Foundation. It is safe to venture that we reached a tipping point in our power to positively influence the community. While generous citizens and businesses have established new charitable funds at a steady pace throughout the foundation’s 16-year history, the permanent philanthropic assets administered by the Community Foundation almost doubled from $8.5 million to $15 million in Fiscal Year 2013. We believe the word is out that the foundation makes it easy for generous individuals to achieve both their charitable giving and their tax benefit goals. As new donors join in our mission, our visibility and reputation in the community has grown. As a result, the foundation received its largest gift to date when Nancy and Dave Honeywell created the $4 million Honeywell Charitable Fund after winning the Virginia Lottery. This dramatic fund growth enabled The Community Foundation to expand our donors’ impact on the community. In the last fiscal year, we gave away more grants and scholarships than in any prior year with a total distribution of $892,118 to our community. And we accomplished this despite the persistent economic recession that has undermined every nonprofit’s ability to raise money.

Bernard W. Mahon, Jr. President, 2012-2013

Credit for the past year’s successes also goes to our small, but amazing staff that works with each donor on a personal level, as well as the 24 individuals who served as volunteer members of the foundation’s Board of Governors. Each member of the board was extraordinarily engaged in our mission to build philanthropy to benefit the communities that make up the Rappahannock River region. It was an honor and inspiration to serve with them. Our community has an amazing heart for giving. We want to thank you, as a community member and supporter of The Community Foundation, for your part in sustaining the vitality of our region, now and for generations to come.

Bernard W. Mahon, Jr. President

Teri McNally Executive Director

remarkable year

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Grateful for the Opportunity

Dave and Nancy Honeywell

Nancy and Dave Honeywell’s life changed dramatically when they won the Virginia Powerball Lottery in February of 2013. They knew right away that they wanted to give to charity. With dozens of important decisions to make their attorney and accountant, Leigh Frackelton, advised The Community Foundation to steward their charitable giving and facilitate the related decisions.

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“ We’re so grateful to have the opportunity to give back to the communities we care about. We give through The Community Foundation because they make it easy to help people in the community who really need it.” Valued at $4 million, this gift has tremendous potential to impact lives in a positive way - It is really the community that has hit the jackpot!


Making a Difference Now and Forever

It’s Easy to Give

Sixteen years ago, ten local leaders shared a dream: to create a sustainable method to support the vitality and well-being of the Rappahannock River region by making it easy for generous individuals and groups to achieve their charitable goals. Inspired by a $1 million challenge match from The Ukrop’s Foundation, The Community Foundation of the Rappahannock River Region, a nonprofit, public charity was launched in 1997 to serve the current and future needs of the people of Stafford, Spotsylvania, King George and Caroline Counties and the City of Fredericksburg.

If you have a heart for giving and want to leave a lasting legacy, consider The Community Foundation. Giving through the foundation is easy. We can suggest a wide range of options that you can use to establish or add to a named charitable fund. Since we are recognized by the Internal Revenue Service as a public charity, you are provided with the maximum tax benefits allowed by law. We also handle all the ongoing administrative duties.

Today The Community Foundation includes a collection of 101 charitable funds, each separately accounted for, and each with its own design and purpose. Our staff works individually with donors to make it easy for them to achieve their charitable goals. Individuals, couples, multi-generational families, businesses and non-profits have established funds. A typical fund is created with a gift that is invested in perpetuity. The fund’s earnings are used to make annual grants throughout the Rappahannock River region. Philanthropists of all life’s stages turn to The Community Foundation because we provide a simple, powerful and highly personal approach to philanthropy. We offer a variety of giving tools to help people take charitable action in a way that lasts forever.

Our staff can help you determine the best way for you to achieve your charitable goals. Your choices can include (but not be limited to): • Add to an existing fund at any time and in any amount. • Establish a fund through gifts of cash, securities, real estate or life insurance. • Honor or memorialize an individual or family through the establishment of a fund or gift to a fund. Anniversaries or special events can also be commemorated in the same way. • Leave charitable assets to a Community Foundation fund in your will. After assuring that your loved ones have been provided for, you can use a variety of assets such as pension plans, life insurance or the proceeds from the sale of property, for charitable purposes. • Establish a scholarship fund. • Create an endowment for a particular charity or cause. • Leave a family legacy, allowing your children and grandchildren to continue the tradition of charitable grant making. Contact The Community Foundation today to begin your legacy of giving.

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Component Funds of The Community Foundation Unrestricted Funds Think Broadly Donors who contribute to the foundation’s Community Enrichment Fund or establish their own unrestricted fund can participate in The Community Foundation’s annual competitive grants program. These donors can support a broad range of local concerns, including fast-emerging issues and future needs that we can’t yet anticipate. These flexible funds put the responsibility of identifying community needs and researching and selecting worthy charities on to the foundation, relieving donors of these challenges. Community Enrichment Fund Community Foundation Initiatives Collective Giving In our work with donors and charities across the region, we sometimes identify larger issues and opportunities that merit the community’s attention. In these cases we create the appropriate fund to harness the charitable power of many individual donors to help address the issue or opportunity. Nonprofit Leadership Institute Women and Girls Fund Youth in Philanthropy Donor Advised Funds Stay Involved Donor Advised Funds provide a simple, powerful and very personal approach to giving. Donors stay actively involved in suggesting uses for their gifts. Donors can recommend charities to support at any time during the year, or work with Foundation staff to identify which community nonprofits are doing the best work on the issues most important to the donor. The Calvin Burns Family Fund The Caroline County Public Spirit Fund The John and Linda Coker Family Fund The Colangelo/Phalen Family Legacy Fund The William and Barbara Cooper Memorial Fund The Female Charity School Endowment Fund The Forbush Family Legacy Fund

The Graves-King Family Legacy Fund The Duff McDuff Green, Jr. Fund The Hansen Family Fund The Hicks Family Fund The Honeywell Charitable Fund The Jimmy & Ellen Jarrell Family Legacy Fund The Kallay Family Endowment Fund The K-T Charitable Fund The Rennie and Richmond McDaniel Fund The Mary Wynn Richmond McDaniel Fund The David Morgan Fund The Robert Cullen O’Neill Memorial Fund The PNC Community Endowment Fund The Dulcie H. Potter Memorial Fund The Mahon Family Fund The Hugh and Marian McCabe Charitable Fund The John F. and Deborah L. McManus Family Fund The Josiah P. Rowe III Family Legacy Fund The Nicky Seay Charitable Fund The Share Our Selves Fund The Sullivan Family Legacy Fund The Taczak Family Endowment Fund The Ukrop’s Endowment Fund The Richard Linden Zirkle Fund Designated Funds Provide Ongoing Support Establishing a Designated Fund allows a donor to support one or more specific charitable organizations. For example, a donor who has contributed to a nonprofit’s annual campaign year after year may be ready to establish a permanent asset on the charity’s behalf. The Sara P. Boutwell Memorial Fund The Alan F. Courtney Fund The Harry and Marie Dawideit Fund The Wayne A. Dennison Fund Grants for Humanity The Haven Make A Difference Fund The William Lakeman Habitat for Humanity Fund The McCabe-Felder Endowment Fund The O’Neill Family Legacy Fund The Barney Reiley YMCA Fund The Chris Ross Memorial Fund The Kathy Salvas Charitable Fund Trust for Public Education IV Fund

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The Elsie, Carroll and Willie Wheeler Hospice Support Care, Inc. Fund The Elsie, Carroll and Willie Wheeler Rappahannock Area Agency on Aging, Inc. Fund Organizational Funds Advanced Fund Development and Sustainability Tools for Nonprofits Area nonprofit organizations establish agency endowments (a type of designated fund) as a way to strengthen and grow fundraising efforts and to ensure permanent operating or program support. The Community Foundation assumes the challenges of endowed fund management for participating charity organizations, enabling them to fully concentrate on their mission. The Dahlgren Rescue Squad Fund The Fredericksburg Area HIV/AIDS Support Services Fund The Fredericksburg Area Museum and Cultural Center Fund The Fredericksburg Festival for the Performing Arts Fund The Greater Fredericksburg Habitat for Humanity Fund The Hospice Support Care Fund The Beth and Jay Jarrell Endowment Fund for RF&P BikeWalk Virginia The William J. Kinnamon, Jr. Memorial Fund The Rappahannock Big Brothers Big Sisters Fund The Rappahannock Legal Services Justice Fund The L.E. Smoot Memorial Library Fund The Stafford Junction Fund Scholarship Funds Invest in Deserving Students Donors help students achieve their dreams through education by establishing or contributing to a scholarship fund. Community Foundation staff help donors establish guidelines for students to apply for financial assistance through the fund. Scholarship eligibility might be based on a student’s achievement or a demonstration of financial need. Some scholarships focus on community involvement, a commitment to a particular field of study or demonstration of leadership ability. Some donors choose to meet or correspond with students after the selection process is complete. The Linda and Billy Beale Scholarship Fund The Mary E. Berger Scholarship Fund The Baron P. “Deuce” Braswell II Memorial Scholarship Fund The Como Farm Scholarship Fund The Brian Conner Memorial Scholarship Fund

The Rosie Lee Dawson Scholarship Fund The Christine and Will Dickinson Memorial Scholarship Fund The Mary Carter Frackelton Scholarship Fund The Molly Gill Memorial Scholarship Fund The Jeremy Daniel Hawley Scholarship Fund The Richard C. Hayden Family Scholarship Fund The James Monroe 1992 Girls Athletic Scholarship Fund The Peter D. Johnson Memorial Scholarship Fund The King George High School Sports Hall of Fame Scholarship Fund The Brandon Thomas Lawn Memorial Scholarship Fund The Betty Booker Lontz Scholarship Fund The Bill Lontz Science Scholarship Fund The Walton Mahon Scholarship Fund The Betty Merrill Scholarship for Excellence in Latin The Irene A. Miller Memorial Nursing Scholarship Fund The Paul E. Neri Memorial Scholarship Fund The Kay Orr Memorial Scholarship Fund The Lee Wingate Pappandreou Drama Award The Rev. Douglas T. Pinkard Memorial Scholarship Fund The Horace A. Revercomb, Jr. Scholarship for the Continuing Study of Music The Chris Ross Memorial Scholarship Fund The George A. and Lucy Mae Scott Scholarship Fund Seay Family Memorial Fund The ShackLax Memorial Scholarship Fund Sofia Silva Scholarship Fund The Steven Snyder Memorial Scholarship Fund The Crittenden R. Sullivan, Jr. Memorial Scholarship Fund The George D. Taylor Scholarship Fund The Mary B. and Perry A. Thompson Scholarship Fund The Kenneth T. Whitescarver III Memorial Scholarship Fund The Clay and Elsie Williams Rural Conservation Scholarship Fund Georgia M. Willis Scholarship for Caroline High School Field of Interest Funds Address Important Issues Donors who establish a Field of Interest Fund target their gift to address a specific area of need. Whatever areas of interest inspire you to contribute – the arts, access to healthcare, the environment, etc. – The Community Foundation can assist in establishing a fund and recommending strategic gifts to address the causes you care about most. Anne Felder Fund Kelly Givens Memorial Fund The Virginia Heritage Fund 5


Cooper Family Tradition of Philanthropy Lives On

Joshua and Andrew Cooper

“We grew up hearing stories of our grandparents’ generosity and their quiet but significant support for their community. For them it wasn’t about receiving recognition, it was about helping those in need. Andrew and I decided to open The William and Barbara Cooper Memorial Fund at the Community Foundation to honor their commitment to the community.” Joshua Cooper

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The Community Foundation Grantees Animal Welfare and the Environment Friends of the Rappahannock Bowling Green Volunteer Fire Department Bowling Green Volunteer Rescue Squad King George Animal Rescue League Saint Seton’s Orphaned Animals SPCA of Fredericksburg Town of Port Royal Arts and Culture Central Rappahannock Regional Library Fredericksburg All Ages Mayfield Civic Association Riverside Foundation for Performing Arts Education and Youth Battlefield Middle School Brock Road Elementary School Cedar Forest Elementary School Chancellor High School College of William & Mary Fund Courthouse Road Elementary School Courtland Elementary School Courtland High School Fredericksburg Academy Fredericksburg Christian School Fredericksburg Soccer Association Germanna Community College Germanna Community College Education Foundation Hampton Oaks Elementary School PTO Hugh Mercer Elementary School Humboldt State University King George Little League Livingston Elementary School Massaponax High School Odyssey Montessori Post Oak Middle School Riverbend High School Robert E. Lee Elementary School Spotsylvania Middle School St. Christopher’s School Foundation University of Georgia University of Mary Washington

University of Maryland College Park Foundation University of Virginia at Wise Virginia Intermont College Walker-Grant Middle School Widewater Elementary School PTO Wilderness Elementary School Health and Human Services Caroline Christian Health Center Catholic Charities of the Diocese of Arlington Chaplin Youth Center Children’s Home Society Compassionate International disAbility Resource Center of the Rappahannock Empowerhouse Episcopal Relief Development Fund Fredericksburg Area Food Bank Fredericksburg Area HIV/AIDS Support Services Fredericksburg Counseling Services Greater Fredericksburg Habitat for Humanity Hope House Hospice Support Care Kitsap Rescue Mission Lloyd F. Moss Free Clinic Mary Washington Hospice Mental Health America Fredericksburg Micah Ecumenical Services Partners in Aging Rappahannock Area Agency on Aging Rappahannock Area Community Services Board Program for Teen Parents Kids on the Block Rappahannock Area Council for Children and Parents Rappahannock Area Youth Orchestra Rappahannock Big Brothers Big Sisters Rappahannock Council Against Sexual Assault Rappahannock Goodwill Industries Rappahannock Legal Services SERVE: Stafford Emergency Relief through Volunteer Efforts

Safe Harbor Child Advocacy Center Salvation Army of Bremerton, WA Salvation Army of Fredericksburg, VA Serenity House Smart Beginnings Rappahannock Area Special Olympics Virginia Ron Rosner YMCA Stafford Junction Sunrise For All Thurman Brisben Center To Write Love On Her Arms VOCAL: Virginia Organization of Consumers Asserting Leadership Preservation Central Rappahannock Heritage Center Central Virginia Battlefields Trust Fredericksburg Area Museum and Cultural Center Garden Club of Virginia Gari Melchers Home and Studio George Washington Foundation Historic Fredericksburg Foundation Ladies Memorial Association of Fredericksburg VA Montpelier Foundation United Daughters of the Confederacy Religious Organizations Lifepoint Church Falmouth Baptist Church St. George’s Episcopal Church The Presbyterian Church

The Community Foundation awarded 50 scholarships to area high school graduates

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“Feeling Empowered is an Important Precondition to Making a Difference.”

Nabeel Gillani

“Through Youth in Philanthropy, I awarded grants to charities that impact social causes important to me and other high school leaders. My long term goal is to work at the intersection of education and technology. I want to leave this world a better place for my children.” A 2012 Rhodes Scholar, Nabeel plans to obtain his PhD in Information Engineering at Oxford University. The Community Foundation’s Youth in Philanthropy program actively connects young people with the critical issues facing our community. By increasing their leadership, creativity and analytic thinking skills we are encouraging a lifetime of philanthropy.

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The Community Foundation 2012–2013 Donors

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

The Community Foundation 2012-2013 Individual Donors Dr. & Mrs. Donald M. Allen Ms. Stephanie Armstrong Mr. & Mrs. O’Conor G. Ashby Mr. & Mrs. Phillip P. Atkins Honorable & Mrs. J. Martin Bass Dr. C. Ralph Beamon Mrs. Gwendolyn Beck Mr. & Mrs. E. Thomas Blalock II Dr. Jeffrey H. Boutwell Mr. & Mrs. Ronald W. Branscome The Honorable & Mrs. H. Harrison Braxton Mrs. Patricia Bricken Mr. & Mrs. Martin B. Bridi Ms. Jo Ann Brown Dr. & Mrs. Peter O. Carey Dr. & Mrs. Michael L. Cherwek Mr. & Mrs. Arthur A. Chiavaroli Dr. Robert J. Ciccone Mr. John C. Cowan Dr. William J. & Dr. Theresa Y. Crawley Mr. & Mrs. Bruce L. Davis Dr. & Mrs. Matthew D. Dumont Mr. & Mrs. Donald T. Edwards Dr. & Mrs. Andre J. Eglevsky Mr. & Mrs. Thomas A. Ehman Mr. Kevin A. Fastabend Mr. Edward M. Ferguson, Jr. Mr. & Mrs. John F. Fick III Ms. Coleen M. Fisher Ms. Darlene W. Flemer Mrs. C. Warren Forbush Mr. & Mrs. R. Leigh Frackelton Mr. Felix A. Fraraccio Ms. Lucy A. Garner Mr. & Mrs. Gerald Goodman Mr. & Mrs. Joseph A. Greene Dr. & Mrs. William A. Hamilton Mr. & Mrs. Wayne L. Harman Mr. & Mrs. Richard G. Harrison Ms. Martha K. Hearn Dr. & Mrs. Howard P. Heppe Mr. & Mrs. Homer L. Hite Dr. & Mrs. Daniel M. Hoffman Mr. Jake Hollingsworth Mr. & Mrs. Larry W. Ingalls Mrs. Elsie Janney Mr. & Mrs. Douglas G. Janney, Jr. Mr. & Mrs. O. Fitzhugh Johnson Mrs. Peggy Johnson Mr. Daniel C. Wack & Ms. V. Veronica Kelly Mrs. Lillian Kendall Mr. & Mrs. David F. King, Jr. Mrs. Patricia Kitterman Mr. & Mrs. F. Raymond Little Mr. & Mrs. Bernard W. Mahon, Jr. Mr. & Mrs. Thomas P. Mann Dr. & Mrs. F. Wayland Marks Ms. Mary G. McDaniel Mr. & Mrs. Charles G. McDaniel Dr. & Mrs. Robert F. McGrail

Contributors to Funds within The Community Foundation Academy of Ballet, Ltd. JON Properties, LLC Dr. & Mrs. John H. Albertine Mr. & Mrs. Michael C. Allen Mr. & Mrs. Edward V. Allison, Jr. Allstate Transport Services, Inc. Mr. George L. Anderson, Jr. Anonymous Appomattox Insurance & Financial Services Mr. & Mrs. Keith S. Armstrong Mr. & Mrs. O’Conor G. Ashby Mr. & Mrs. James Ashby IV Mr. & Mrs. A. Gary Atkins Mr. & Mrs. Gene Barlow Mr. & Mrs. Steve Barnum Ms. Jocelyn L. Barth Mr. & Mrs. Robert S. Bartley The Honorable & Mrs. J. Martin Bass Mr. & Mrs. Stephen V. Batsche Mr. & Mrs. G. William Beale Mr. & Mrs. Donald L. Becker Ms. Mary Berger Mr. & Mrs. Charles W. Beringer Mr. & Mrs. Michael Berkson Mr. & Mrs. Thomas W. Berry Ms. Lisa Biever Ms. Jane H. Blackwell Dr. Jeffrey H. Boutwell Mr. & Mrs. James M. Bowen Mr. & Mrs. Benjamin C. Brann LTC (Ret.) Gwendolyn Braswell- Nash and Maj. (Ret.) Joseph S. Nash The Honorable & Mrs. H. Harrison Braxton Ms. Georgia Sutton Buchanan Mr. & Mrs. Robert J. Burch, Sr. Mr. Mark A. Butterworth Mrs. Calvin B. Burns Mr. & Mrs. Nicholas J. Cadwallender Mr. & Mrs. Larry A. Cameron Mrs. Rita Campbell Mr. & Mrs. John Campbell Dr. & Mrs. Peter O. Carey Mr. & Mrs. Brent Carter Caroline Christian Health Center, Inc. Mr. & Mrs. Carter O. Chapman

Mr. & Mrs. Paul McGrath Mr. & Mrs. John F. McManus Mrs. Jennalee R. McNally Ms. Teri McNally Mr. & Mrs. Martin J. Miller Mr. & Mrs. Donnell S. Mohr Ms. Maura C. Monahan Ms. Richelle Moore Dr. & Mrs. W. Angus Muir Mr. & Mrs. Gary M. Nuckols Mr. & Mrs. Joseph P. O’Malley Mr. & Mrs. Michael A. O’Malley Mrs. Mary Jane O’Neill Mr. & Mrs. Robert L. Prenn Mr. & Mrs. Douglas E. Quarles, Jr. Mr. & Mrs. Douglas E. Quarles III Mr. & Mrs. Morris R. Reamy Dr. & Mrs. David B. Rice Mrs. Florence O. Ridderhof Mr. and Mrs. Bradley A. Repp Mr. & Mrs. Phillip J. Sasser, Jr. Dr. & Mrs. Peter J. Scelfo Mr. & Mrs. Thomas L. Segar Mr. & Mrs. Paul A. Simpson Ms. Elizabeth D. Simpson Mr. & Dr. David M. Stadulis Mr. & Mrs. William J. Taczak Mrs. Marjorie R. Tankersley Mr. & Mrs. William Taylor Mr. & Mrs. David F. Thomas Mr. & Mrs. Michael L. Torosian Dr. & Mrs. Francis S. Turnage Mr. & Mrs. Craig W. Van Valkenburgh Mr. Stephen King & Ms. Catherine M. Wack Mr. Thomas J. Wack & Ms. Ann Sears Mr. & Mrs. Benjamin N. Wafle Mr. & Mrs. Keith L. Wampler Dr. & Mrs. H. Conrad Warlick Mr. & Mrs. Ronald L. Wasem Mr. & Mrs. Dietmar M. Weselin Mrs. Susan S. Williams The Honorable & Mrs. J.M.H. Willis Mr. & Mrs. William A. Withers

Dr. & Mrs. Michael L. Cherwek Mr. & Mrs. Richard Chichester Mrs. Joyce C. Childress Mr. Robert D. Chinn City Wide Decorators, Inc. Dr. & Mrs. Richard M. Clary Mr. & Mrs. Larry R. Cline Ms. Carolyn P. Coble Dr. & Mrs. John H. Coker, Jr. Mr. David A. Colangelo Dr. Kostas J. Constantine Mr. Stephen S. Cooley Mrs. Patricia L. Corbett Mr. & Mrs. Champe C. Corbin Mr. Alan F. Courtney Mr. & Mrs. Danny L. Dagg Ms. Jeannie P. Dahnk Ms. Adrienne Dameron Mr. & Mrs. John M. Danello Mr. & Mrs. Ronald E. Davis Mr. & Mrs. Robert L. Davis III Ms. Sharon Dellarole-Harrison Delta Sigma Theta Sorority Mrs. Leola Dennison Design Storage & Handling, Inc. Mr. & Mrs. Harry D. Dickinson Mr. William B. Donald Ms. Rebecca N. Donceel Mr. & Mrs. Basil S. Doumas Mr. John D. Dutton Ducks Unlimited Fredericksburg Chapter Dr. & Mrs. Andre J. Eglesvsky Mrs. Martha W. Embrey Mrs. Ruth U. Ernst Dr. LeRoy J. Essig Estate of Paula Felder Mr. & Mrs. William J. Evans Mr. & Mrs. Harry D. Farley, Jr. Fredericksburg Area Running Club Fredericksburg Area Museum & Cultural Center Fredericksburg Counseling Services Fredericksburg Orthopaedic Associates, P.C. Ms. Laurel E. Fensterer Mr. & Mrs. John F. Fick III Mr. & Mrs. Tommy F. Fines Ms. Darlene W. Flemer Mrs. C. Warren Forbush Mr. & Mrs. Charles E. Fox Mr. & Mrs. R. Leigh Frackelton, Jr. Ms. Mary Carter Frackelton Mr. Richard G. Frank Mr. Felix A. Fraraccio Mr. & Mrs. Gregory W. Garner Mr. & Mrs. William E. Garner Mr. J. Hudson Garrett Mr. & Mrs. Robert Gary Disabled Veterans of Fredericksburg - General Washington Chapter 7 Greater Fredericksburg Habitat for Humanity Mr. & Mrs. Michael J. Goeden

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The Community Foundation 2012–2013 Donors (cont.) Mr. & Mrs. Rodney G. Goggin Ms. Cynthia Golden Ms. Holly A. Goodman Mr. & Mrs. Lewis W. Graves, Sr. Mrs. Rose Greco Fredericksburg Area HIV/AIDS Support Services Mr. & Mrs. William C. Hall Mr. & Mrs. Christopher M. Hallberg Mr. & Mrs. Daniel I. Hansen Mr. & Mrs. Wayne L. Harman Mr. & Mrs. Lloyd B. Harrison III Mr. & Mrs. Richard G. Harrison Ms. Diane F. Hatch Mr. & Mrs. Daniel J. Hawley Mr. & Mrs. Richard C. Hayden Mr. David E. Hertzog Mr. & Mrs. Ronald L. Hicks Dr. & Mrs. Daniel M. Hoffman Mr. Henry Hoffman Mr. & Mrs. Ronald H. Holmes Mr. & Mrs. Dave Honeywell Mr. & Mrs. William J. Howell Mrs. Gina V. Hubbard Mr. & Mrs. Philip W. Hughes Ms. Jean G. Hunt Mr. & Mrs. Chris D. Hylton Mrs. Lucille H. Ingalls Mr. & Mrs. J. Gary Ingalls Integrity Applications Incorporated Ms. Tamika B. Jackson Mr. & Mrs. Robert A. Jackson Mr. & Mrs. John A. Janney Mr. & Mrs. David D. Jennings Johnson Development Associates, Inc. Mr. & Mrs. O. Fitzhugh Johnson Mrs. Peggy H. Johnson Mr. William R. Johnson Ms. Jennie Jones Mr. & Mrs. Rickey Jones, Sr. Mr. & Mrs. William H. Kain Ms. Joyce Kain Ms. Karen J. Kallay Ms. Marguerite W. Keady Dr. & Mrs. Donald J. Kenneweg King George High School Sports Hall of Fame King George High School Mrs. Beverly G. King Mr. & Mrs. David F. King, Jr. Mrs. Janet S. King Mr. Stephen King & Ms. Catherine M. Wack Mr. & Mr. Wallace N. King Mrs. Jo Anne H. Kinnamon Mr. William J. Kinnamon III Kiwanis Foundation of Fredericksburg Ms. Barbara L. Klett Mrs. Johanna Houck Kourouklis Ladies Lunch Bunch Mrs. Glenna Lee Lee-Hy Paving Corporation Mr. & Mrs. James A. Lewis Mr. & Mrs. B. Joseph Lieb

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Mr. & Mrs. F. Raymond Little Mrs. Marilyn H. Lloyd Lowe’s at Fredericksburg Luck Companies Foundation Mr. & Mrs. William J. Lynch Mr. & Mrs. Bernard W. Mahon Mr. Richard Manson, Jr. Mary Washington Healthcare Mr. & Mrs. Hilton G. Marshall Dr. & Mrs. C. Rosser Massey III Mr. & Mrs. Raymond C. McAfoose Mr. & Mrs. D. Hugh McCabe Ms. Frances A. McCandless Mr. & Mrs. Charles A. McCormack Mrs. Barbara L. McCraine The Honorable & Mrs. Stephen A. McCullough Mr. & Mrs. Charles G. McDaniel Mr. & Mrs. Charles W. McDaniel Mr. & Mrs. W. Richmond McDaniel Mr. & Mrs. John F. McManus Dr. & Mrs. Patrick J. McManus Ms. Teri McNally Mr. Guy M. Miller-Richards Ms. Maura C. Monahan Mr. & Mrs. Don T. Moore Mr. & Mrs. Wayne L. Moore Ms. Richelle Moore Mr. & Mrs. David G. Morgan Mr. & Mrs. Clifford S. Morgan Mr. & Mrs. Raymond C. Morrissette Mr. & Mrs. G. William Morton Mr. & Mrs. James E. Moser III Mr. & Mrs. Gregory R. Mueller Mr. J. Quintin Mullins Mr. John R. Murray Mr. & Mrs. William G. Murray N. Chasen & Son, Inc. Mr. & Mrs. Jay D. Nelson Mr. Vincent N. Neri Mr. & Mrs. Gary M. Nuckols Mrs. Janice A. Olsen Mr. & Mrs. Joseph P. O’Malley Mr. John R. Orrock, Jr. Luck Companies Foundation Mrs. Susan B. Pates Ms. Laura S. Pendlebury Dr. & Mrs. Samuel E. Perry, Jr. Ms. Donna M. Phillips Mrs. Phyllis H. Poppen Pratt Medical Center, LTD Mr. & Mrs. Douglas E. Quarles, III Mr. & Mrs. James E. Queen Race Timing Unlimited, Inc. Mr. & Mrs. Morris R. Reamy The Honorable Horace A. Revercomb, III Mrs. Anita R. Riblet Mr. & Mrs. David B. Rice Mr. Enos I. Richardson, Jr. Ms. Josie A. Rickard Riggs, Counselman, Michaels & Downes, Inc.

Ms. Barbara C. Rimbach Mr. & Mrs. Russell Roberts Mr. & Mrs. Jere M. Robinson Dr. & Mrs. John B. Rose III Mr. Josiah P. Rowe III Mr. Brian Rudisill Mr. & Mrs. Phillip Sasser Mr. & Mrs. James L. Savage Mr. & Mrs. William M. Scaife, Jr. Ms. Edith B. Schermerhorn Schiller Enterprises, Inc. Mrs. Anne T. Scott Mr. Marion Y. Seay Greater Fredericksburg Habitat for Humanity Mr. & Mrs. Richard H. Shacklette Ms. Annie P. Shacklette Mr. Walter J. Sheffield Mrs. Roberta A. Siegel Mr. & Mrs. Larry D. Silver Mr. & Mrs. Paul A. Simpson Mr. Mark W. Sisk & Friends of Raleigh Burden Mr. & Mrs. Samuel C. Smart Dr. & Mrs. Peter R. Smith Ms. Florence R. Smoot Mr. & Mrs. James S. Snyder Mrs. Janet B. Sokol Dr. David Sokolow & Ms. Marta M. Berger Mr. & Mrs. Donald R. Sparks Mr. & Mrs. David Spillman Sport & Health Spotsylvania Historical Association Spotsylvania Regional Medical Center StellarOne Mr. Douglas S. Stewart Ms. Bonnie W. Stone Mr. & Mrs. Dwayne P. Sullivan Mr. & Mrs. Neil S. Sullivan Surgical Associates of Fredericksburg SunTrust Bank Dr. & Mrs. David M. Swisher Ms. Karen Szafranski Ms. Lydia Szafranski Mr. & Mrs. William J. Taczak Mrs. Marjorie R. Tankersley Ms. Diana M. Tansill Mr. & Mrs. David F. Thomas Mr. George T. Toliver Mr. & Mrs. Donald J. Toney Mr. Kirk O. Tower Mr. & Mrs. Charles A. Trainum Ms. Jean Treblic Mr. & Mrs. Francis S. Turnage Ulman’s Jewelry Ms. Jill C. Utz Mr. & Mrs. D. Ian Valentine Mr. & Mrs. Alfred J. Ventura, Jr. Verizon Foundation Mr. & Mrs. Benjamin N. Wafle Mr. Aric C. Wagner Mrs. Jeanne H. Waite Mr. Stevenson T. Walker Mr. & Mrs. Jon D. Wallace

Wal-Mart Foundation Mr. & Mrs. Keith L. Wampler Mr. John W. Ware, Jr. The Honorable & Mrs. Thomas V. Warren Ms. Helen M. Watson Mr. & Mrs. John G. Weiss Dr. Gail W. Wertz & Dr. Andrew Ball Ms. Rosalind S. Whitescarver Mr. William R. Whitescarver Ms. Angela M. Williams Mr. & Mrs. John F. Williamson, Jr. The Honorable & Mrs. Gordon F. Willis The Honorable & Mrs. J.M.H. Willis, Jr. Ms. Georgia M. Willis Fauber Mr. & Mrs. Joe Wilson Mr. & Mrs. William A. Withers Mr. & Mrs. W. Andrew Withers Dr. & Mrs. Larry W. Witter Mr. & Mrs. William B. Young Corporate & Charitable Fund Donors The Sara Boutwell Memorial Fund Cox & Johnson Insurance Agency Cullen, Inc. The Harry & Marie Dawideit Fund The Wayne A. Dennison Fund Fredericksburg Savings Charitable Foundation Grants for Humanity Fund The Graves-King Family Fund The Hansen Family Fund Hirschler Fleischer The Rennie & Richmond McDaniel Fund The David Morgan Fund The O’Neill Family Fund The Robert Cullen O’Neill Memorial Fund The Pearson Group Potomac Combined Federal Campaign The Dulcie H. Potter Memorial Fund Quarles Petroleum, Inc. The Chris Ross Memorial Fund The Sullivan Family Legacy Fund Sun Trust Bank The Ukrop’s Endowment Fund Ulman’s Jewelry


Ring in the Holiday Party Sponsors 2012 Platinum Beveridge Seay, Inc. Cary Street Partners The Davis Family Design Storage and Handling, Inc. J. F. Fick, Inc. Hirschler Fleischer Mary Jane O’Neill - Cullen, Inc. PB Mares, LLP StellarOne Union First Market Bank Union Investment Securities Wack Contractors Gold Cushman & Wakefield Thalhimer Zope Corporation Parties by Dori Silver Applied Technology, Inc. CB Richard Ellis - Brokerage Services Cooper Financial Group Douglas Cooper and Joshua Cooper Hallberg & O’Malley Financial Group Lucy and Wayne Harman HDT Global, Inc. Hilldrup Properties, Inc. Johnson Realty Advisors, Inc. Mr. and Mrs. Greg Mueller Peoples Community Bank Sterne Agee Bronze Mona and Jack Albertine BB&T The Blalock Family Bowling, Franklin & Co., LLP Mr. and Mrs. James Branscome Mr. and Mrs. Jason Cohen John and Linda Coker Mary Carter Frackelton The Hoffman Family Fredericksburg Holmes, Riley and Associates Merrill Lynch Dr. and Mrs. Timothy J. Hughes JON Properties, LLC – Mike Adams The Keddie Group of Davenport & Co., LLC Keystone Coffee & Auto Spa Philip H. King - Fidelity Bank Mortgage Lecky Photography Stephen B. McAuliff, DVM St. Francis Animal Hospital Tricia and Charles McDaniel Steve and Missy Norair Northwestern Mutual Rob Billingsley Parrish Houck & Snead, PLC

PermaTreat Sarah Pierson – Worth New York Stafford Smile Design, PC SunTrust Bank Therapy Toolbox Tulip Salon & Spa - Aveda Utility Professional Services, Inc.- Fred & Tanya Howe Vanderpool, Frostick & Nishanian, PC Virginia Commerce Bank Virginia Partners Bank

The Women and Girls Fund Members Elizabeth Adams Rebecca Adamson Mona Albertine Kathy Anderson Sabrina Anderson Stephanie Armstrong Linda Arnold Jackie Baker Rosemary Barra Mary Ann Batsche Karin Beals Anne Beals Suzanne Belmore Gloria Bennett Jessica Beringer Helen Biever Lisa Biever Jean Billings Sarah Branner Sue Bridi Jo Ann Brown Doris Buffett Jeanette Cadwallender Mary Cadwallender Lori Canova Betsy Carey Susan Carol Stephanie Caspersen Nancy Cherwek Ana Chichester Anita Churchill Elizabeth Clark Linda Coker Lorie Coker Lindsay Coker Dickinson Deborah Collins Peggy Conway Randee Cooper Ranny Corbin Casey Cornell Sherri Cox Andi Dameron Haley Dameron Kate Hopper Daniels Cathy Davis Camille Degen Marion Deitz-Blair Delise Dickard Doris Dickinson Kathleen Dickinson Eileen Dohmann Janel Donohue Susan Dorsey Jennifer Dupuy Dori Eglevsky Barbara Ehman Tina Ervin Carol Evans Dori Farrell Lolli Fensterer Tristin Fidler Ann Firth Darlene Flemer Heather Foley Jinxie Forbush Meredith Fox

Mary Carter Frackelton Pat Frazer Janice Gage Leila Gardner Tricia Garner Jacqueline Getgood Betsy Glassie Gay Goad Cindy Goforth Lisa Golden Susan Graham Mary Katherine Greenlaw Angie Hallberg Debbie Hamilton Susan Hansen Lucy Harman Kathleen Harrigan Donna Hart Mary Hayden Cheryl Hazel Jennifer Hellier Stephanie Henke Nancy Hicks Mary Hilliard Joyce Hite Gayle Hock Cinde Hoffman Mary Louise Holmes Anne Holmes Dona Holt Amelia Hovermale Casey Hu Robin Huddle Cindy Hughes Rose Hurley Dolores Ibarra Lana Ingram Tina Jackson Ellen Jarrell Kelly Johnson Patti Kaila Veronica Kelly Lillian Kendall Bernie Kenneweg Jacqueline King Samantha King Liz King Lana King Dee Kitterman Ann Kloeckner Jeanne Klotz Katherine Lovello Christine Lynch Patti Lynch Ann Macdonald Becca Mahon Carol Manns Dana Marshall Celie Massey Carolyn Mathur Melinda May Margot McBrayer Wagner Maggie McCormack Amy McCullough Mary Wynn McDaniel Tricia McDaniel Rennie McDaniel Jordan McDaniel

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The Community Foundation 2012–2013 Donors (cont.) Mary McDaniel Lori McDermott Martha McGrail Debbie McInnis Deborah McManus Mary Elizabeth McManus Teri McNally Jennalee McNally Nancy Miller Elaine Miller Sharon Minniear Marilyn Moon Richelle Moore Linda Moore Wendy Moore Tami Morello Rhonda Morgan Susan Morgan Neva Morrison Michaele Morton Louise Morton Barbara Muir Kerrin Muller Yvette Nageotte Susan Neal Carolyn Nelson Bev Newlin Alice Nuckols Rosemary O’Grady Carrie O’Malley Janel O’Malley Mary Jane O’Neill Katy Overton DeLaura Padovan Katie Payne Sandy Pearson Sarah Pierson Linda Pisenti Joan Poland Allyson Poska Terri Powe Kitty Quarles Betsy Quarles Barbara Rankin Ann Reamy Christine Repp Dorothy Rice Jeannie Richardson Lynne Richardson Julie Ricketts Whitney Riley Valerie Riviere Retta Robbins Carol Rooney Karen Rose Charlotte Rouse Susan Ryan Betsy Sale Brooke Satterwhite Janet Savage Sharon Schmidt Dana Schuster Carol Schwartzman Linda Sealy Beth Searcy

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Ann Sears Barbara Segar Georganne Sellars Vicki Silver Deborah Silver Larry Silver Janny Sims Lori Simms Lynn Simms Debbie Simpson Kim Smart Ann Smith Kirstin Snead Janet Sokol Whitney Sprinkle Rhonda Stein Shaun Sullivan Shirley Swisher Jan Taczak Ruth Taliaferro Laura-Stuart Taylor Betsy Taylor Nancy Turnage Penny Turner Donna Ulman Irene Ultee Leigh Anne VanDoren Midge Vittoria Cathy Wack Claudia Wack Kitty Wafle Katy Wafle Molly Wafle Kathy Wallace Jeannine Wampler Anne Warlick Sheri Warren Chrissy West Rosalind Whitescarver Angela Williams Kelsey Williams Sue Williams Archer Williams Susan Williams Debby Willis Barbara Willis Tory Willis Alma Withers Adele Young Marsha Zaidman

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


Equal Justice for All

“ We view the Rappahannock Legal Services Justice Fund as an extension of our lifelong commitment to contribute our time and resources to the community, particularly to the lower-income community.

Bill and Susanna Botts

By supporting the fund now and ensuring its growth through a future bequest, we hope to encourage other members of the bar and of the community to contribute to the fund or to create similar funds supporting the cause of equal justice for all.�

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Well Done, My Good and Faithful Servant Kenny Whitescarver was a beloved community leader and friend who passed away, too soon, in July 2012. In his final days, his wife Rozzie asked about creating a scholarship in his honor. He replied that that would be alright, “but do it at The Community Foundation!” Rozzie describes the fund this way, “Kenny and I both contributed financially to our own college educations. We established the Kenneth T. Whitescarver III Memorial Scholarship Fund to help students who demonstrate they are responsible and work hard to attain their goals.” “I’ve been gratified to see how many others in the community have contributed in Kenny’s memory.” Rozzie and Kenny Whitescarver

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Rozzie Whitescarver


Fiscal Year 2013 Financial Summary Revenues and Support Contributions to Funds $ 5,552,892 Temporarily Restricted 11,200 Unrestricted 57,821 Special Events Revenue

101,031

Administrative Fees

5,619

Interest and Dividend Revenue

287,679

Realized Gains/Losses

607,719

Unrealized Gains/Losses

(32,347)

Change in Value of Split Interest Agreement

16,956

Total Revenues and Support $ 6,608,570 Expenses Grants and Program Support 942,964 Management and General

72,510

Fundraising and Special Events

65,675

Total Expenses

$ 1,081,149

the permanent philanthropic assets administered by the Community Foundation almost doubled from $8.5 million to $15 million in Fiscal Year 2013 15


Fiscal Year 2013 Cash Paid for Grants, Scholarships and Distributions $892,118

Environment

$

32,380

Scholarships

$ 100,783

Arts, Culture and Humanities

$

96,329

Community Philanthropy

$

98,358

Health and Human Services

$ 450,857

Education

$

86,411

June 30, 2013 Funds by Type $14,081,204

Unrestricted

$ 123,302

Field of Interest

$ 463,372

Pass-Through

$ 321,576

Agency

$ 722,773

Scholarship

$ 1,573,527

Designated Funds

$ 1,657,552

Donor Advised

$ 9,219,103

E

H

C

A

S

E

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D


The Community Foundation Board of Governors 2012–2013

Bernard W. Mahon, Jr. President John F. McManus President-Elect Janet S. Taczak Secretary Bruce L. Davis Treasurer W. Richmond McDaniel Past President

Mona D. Albertine E. Thomas Blalock II John H. Coker, Jr. DMD, MS, PC Dori G. Eglevsky John F. Fick III R. Leigh Frackelton, Jr., Esq. Lucy G. Harman Cynthia Corbett Hoffman, Esq. Kelly G. Johnson V. Veronica Kelly, PhD Craig Andrew Max IV* Richelle D. Moore, Esq. Erik J. Muller Michael A. O’Malley Christine Repp Nicky Seay Neil S. Sullivan

*Remembering our colleague and friend Craig Max September 20, 1981 – July 15, 2003

©2013 The Community Foundation of the Rappahannock River Region

Staff Teri McNally Executive Director Lisa Biever Director of Donor Services Casey Hu Donor Services Manager Ditas Kaag Finance Officer


The Community Foundation of the Rappahannock River Region

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

540.373.9292 www.cfrrr.org

We believe the word is out that the foundation makes it easy for generous individuals to achieve both their charitable giving and their tax benefit goals.

Profile for Lisa Biever

The Community Foundation Annual Report 2012-13  

The Community Foundation Annual Report 2012-13  

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