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The Community Foundation of the Rappahannock River Region

Annual Report 2010–2011

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.

Who is the The Community Foundation?


s you read through this Annual Report you will be able to see that The Community Foundation is distinctive. No other nonprofit organization in our area is helping donors support the one – or many – aspects of our community they deem to be most vital: be it the arts, the environment, a university or a social issue. And no other organization around can continue this important work, anonymously or in a donor’s name, long after they are gone. Our report illustrates how The Community Foundation is doing more than ever to ensure that the issues and causes most important to our donors are never overlooked. As we assume the challenges of making charitable gifts, we allow donors to focus directly on the needs of the Rappahannock River region, and beyond. In our 2011 fiscal year, a variety of strategically planned initiatives began to come to fruition. Our newly hired staff Certified Public Accountant and Program Officer brought advancements to our fund management and donor service capabilities. We increased grantmaking due diligence and made readily available technical assistance for area charities seeking funding. We began to see the results of our first multi-million dollar gift – the bequest of Duff McDuff Green, Jr. – when we granted $112,000 to area nonprofits. By 2020 this fund alone will grant out over $1,000.000.

Mona Albertine, President

In 2011, The Community Foundation gifts awarded on behalf of area donors reached an impressive $474,202. Total assets under management grew to over $8 million by June 30, 2011 and contributions to the foundation were $582,453. On behalf of our Board and staff, we extend our sincere thanks to the many gracious donors who practice inspired giving through funds established at The Community Foundation. Thank you for entrusting your charitable legacy to us. We are continually innovating the way we do business, but the foundation’s central purpose holds true: to support the charitable goals of generous people who want to invest in the Rappahannock River region – now and in perpetuity. As The Community Foundation offers new opportunities to give, we can expect to increase the vibrancy and resiliency of our region. We welcome you to join us – to be The Community Foundation. Sincerely,

Mona Albertine Teri McNally President Executive Director


“The Community Foundation enables me to honor my late husband Bob O’Neill and have a voice in where my donations go.” Bob spent much of his career as a quiet force creating and supporting many of the organizations that make our region so special. He would want that legacy to continue. My name is Mary Jane O’Neill and I am The Community Foundation.

We are You are The Community Foundation The Community Foundation


he Community Foundation of the Rappahannock River Region is a nonprofit, public charity established by local community leaders for the people of Stafford, Spotsylvania, King George, and Caroline Counties and the City of Fredericksburg. We are a collection of many different charitable funds, each separately accounted for, and each with its own design and purpose. A typical fund is established with a gift that is invested in perpetuity and the earning are used to make annual grants. We distribute grants from those funds throughout the Rappahannock River region. Our mission is to build a better community by promoting philanthropy through creative donor services. Since 1997, The Community Foundation has been helping individual donors realize their charitable dreams. We’re here to provide a simple, powerful and highly personal approach to giving. We do this by offering a variety of giving tools to help people achieve their charitable goals and do good work that lasts forever within our communities.

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


iving through the Community Foundation is easy. We offer a wide range of gifting options that you can use to establish or add to a named charitable fund. Since we are recognized by the Internal Revenue Service as a public charity, you are provided with the maximum tax benefits allowed by law. You may add to a fund at any time and in any amount. Gifts of cash, securities, real estate and life insurance can be used to establish a fund. Funds may be used to honor a living person; memorialize deceased persons or to commemorate anniversaries and other special events. You might choose to leave charitable assets to a Community Foundation fund in your will. After assuring that loved ones have been cared for, donors use a variety of assets such as pension plans, life insurance or the proceeds from the sale of a house, for charitable purposes. Your gift can be used to accomplish almost any charitable goal, including: establishing a scholarship fund, creating an endowment for a particular charity or cause, or leaving a family legacy that allows your children to continue the tradition of charitable grantmaking.

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


The Community Foundation Funds 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 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 Caroline County Public Spirit Fund The Empowerment Fund The Duff McDuff Green, Jr. Fund The Maury-Lafayette 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 PNC Community Giving Fund The Dulcie H. Potter Memorial Fund The Ukrop’s Endowment Fund The Richard Linden Zirkle Fund


Family Legacy Donor Advised Funds The John and Linda Coker Family Fund The Colangelo/Phalen Family Legacy Fund The Graves-King Family Legacy Fund The Forbush Family Legacy Fund The Hansen Family Fund John F. and Deborah L. McManus Family Fund The Mahon Family Fund The Rowe Family Legacy Fund The Sullivan Family Legacy 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 The 1st Lt. Benjamin J. Hall Memorial Fund The William Lakeman Habitat for Humanity Fund The Maury-Lafayette Fund The O’Neill Family Legacy Fund The Barney Reiley YMCA Fund The Chris Ross Memorial Fund Trust for Public Education IV Fund The Elsie, Carroll and Willie Wheeler Hospice Support Care, Inc. Fund The Elsie, Carroll and Willie Wheeler Rappahannock Area Agency on Aging, Inc. Fund

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

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 Mary E. Berger Scholarship Fund The Baron “Deuce” Braswell II Memorial Scholarship Fund The Como Farm Scholarship Fund The Brian Conner Memorial Scholarship Fund The Christine and Will Dickinson Memorial Scholarship Fund The Molly Gill Memorial Scholarship Fund The Jeremy Daniel Hawley Scholarship Fund The James Monroe 1992 Girls Athletic Scholarship Fund The Peter D. Johnson Memorial Scholarship Fund The Brandon Thomas Lawn Memorial 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 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 Clay and Elsie Williams Rural Conservation Scholarship Fund Georgia M. Willis Scholarship for Caroline High School

The Fredericksburg Festival of the Arts Fund The Dahlgren Rescue Squad Fund The Hospice Support Care Fund The Rappahannock Big Brothers Big Sisters Fund The Beth and Jay Jarrell Endowment Fund for RF&P BikeWalk Virginia The Stafford Junction Fund The L.E. Smoot Memorial Library Fund

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

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

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


The Community Foundation Funds 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.

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

Anne Felder Fund Kelly Givens Memorial Fund Community Foundation Funds Numerous Donors 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.

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

Community Enrichment Fund Grants for Humanity Women and Girls Fund Youth in Philanthropy

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


The Community Foundation Grantees Education The Community Foundation awarded 37 college scholarships in addition to the following grants. Berkeley Elementary School College of William & Mary Fund Courtland Elementary School Fund for William & Mary Fredericksburg Academy Fredericksburg Christian School Germanna Community College Germanna Community College Educational Foundation Riverview Elementary School Odyssey Montessori Partnership for Academic Excellence Riverbend High School Spotsylvania Career & Technical Center Spotsylvania Education Foundation Spotsylvania High School St. Christopher’s School Foundation St. Paul High School University of Maryland College Park Foundation University of Southern Mississippi Virginia Tech Foundation Health & Human Services American Cancer Society American Red Cross ARC of the Rappahannock Bowling Green Volunteer Fire Department Bowling Green Volunteer Rescue Squad, Inc Cal Ripken, Sr. Foundation Fredericksburg Project Children’s Hospital Foundation Compassionate International disAbility Resource Center of the Rappahannock Episcopal Relief Development Fund Fellowship of Christian Athletes Fredericksburg Area Food Bank Fredericksburg Counseling Services

Fredericksburg Rescue Squad Fredericksburg Area Soccer Association Girl Scouts Commonwealth Council of VA, Inc. Greater Fredericksburg Habitat for Humanity Hope House Hospice Support Care King George Family YMCA Lake Ridge Lions Club Charities Lifepoint Church Lloyd F. Moss Free Clinic Make A Wish Foundation Mental Health America MICAH Ecumenical Ministries National Housing Trust - Hazel Hill Project FAITH Program for Teen Parents Rappahannock Area Healthy Families Rappahannock Area Office on Youth Rappahannock Big Brothers Big Sisters Rappahannock Council Against Sexual Assault Rappahannock Council on Domestic Violence Salem Baptist Church, Milford Salvation Army Salvation Army Women’s Auxilliary Serenity House St. Jude Children’s Research Hospital Stafford Area Soccer Association Stafford Junction Thurman Brisben Center Young Life of Greater Fredericksburg

Arts, Culture & Humanities Central Rappahannock Heritage Center Central Virginia Battlefields Trust, Inc Citizens for Caroline Historical Preservation Cobblestone Children’s Museum Dahlgren Heritage Foundation The Presbyterian Church Fredericksburg All Ages Fredericksburg Area Museum and Cultural Center Fredericksburg Cemetary Company Gari Melchers Home and Studio George Washington Foundation Heritage Foundation, Inc. Patawomeck Historic Aquia Episcopal Church Historic Port Royal Museum Historic St. George’s Episcopal Church L. E. Smoot Memorial Library Ladies Memorial Association of Fredericksburg VA Montpelier Foundation State Fair of Virginia, Inc. United Daughters of the Confederacy Environment Chesapeake Bay Foundation Ducks Unlimited Florida Oceanographic Society Friends of the Rappahannock Rappahannock, Fredericksburg & Potomac BikeWalk Virginia SPCA of Fredericksburg Spotsylvania Greenways Initiative Meadowview Biological Research Station Community Philanthropy Community Foundation of the Rappahannock River Region General Fund Women and Girls Fund Youth in Philanthropy


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

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

The Community Foundation 2011 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.*

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

Mr. & Mrs. Homer Hite Dr. & Mrs. Daniel Hoffman The Honorable & Mrs. Edward R. Houck Dr. & Mrs. Timothy Hughes Mr. & Mrs. Larry W. Ingalls Mr. & Mrs. O. Fitzhugh Johnson, Jr. Mr. & Mrs. Regis I. Keddie II Mr. Stephen King & Ms. Catherine Wack Mr. & Mrs. William J. Kinnamon Mr. & Mrs. F. Raymond Little Mr. & Mrs. Bernard Mahon, Jr. Mr. & Mrs. Walton Mahon Mr. & Mrs. Keith Marine Mr. & Mrs. Charles G. McDaniel Mr. & Mrs. W. Richmond McDaniel Mr. & Mrs. Charles W. McDaniel Mr. & Mrs. Warren H. McInteer Mr. & Mrs. John F. McManus Dr. & Mrs. Patrick J. McManus Mrs. Jennalee R. McNally Ms. Teri McNally Mr. & Mrs. Donnell S. Mohr Mr. Robert J. Furner & Ms. Richelle D. Moore Mr. & Mrs. G. William Morton IV Dr. & Mrs. W. Angus Muir Mr. & Mrs. Erik J. Muller Mr. Gregory T. Nedell Mr. & Mrs. Donald H. Newlin Mr. & Mrs. Gary Nuckols Mr. & Mrs. Joseph P. O’Malley Mr. & Mrs. Michael A. O’Malley Mrs. Mary Jane O’Neill Mr. & Mrs. Charles Pasto Mr. & Mrs. Charles Payne Mr. & Mrs. J. William Poole Mr. & Mrs. Robert L. Prenn Mr. & Mrs. Douglas E. Quarles III Mr. & Mrs. Morris R. Reamy Mr. & Mrs. Bradley A. Repp The Honorable & Mrs. Horace A. Revercomb

Mr. & Mrs. Ferris M. Belman Mr. & Mrs. Robert Billingsley Mr. & Mrs. E. Thomas Blalock II Mr. & Mrs. Benjamin C. Brann Mr. & Mrs. Ronald W. Branscome The Honorable & Mrs. H. Harrison Braxton Mr. & Mrs. Martin Bridi Mr. & Mrs. Robert B. Burke Dr. & Mrs. Robert A. Caine Corporate & Dr. & Mrs. Peter O. Carey Organizational Donors Dr. & Mrs. Michael L. Cherwek Anderson & Strudwick, Inc. Mrs. Frank F. Churchill Fredericksburg Savings Dr. Robert J. Ciccone Charitable Foundation Dr. & Mrs. John H. Coker, Jr. G.L.M.G. Contractors The Honorable & Grants for Humanity Mrs. Mark L. Cole Hilldrup Properties, Inc. Mr. & Mrs. Douglas L. Cooper Hirschler Fleischer Mr. John C. Cowan Little Tire Company Dr. & Mrs. Stanley D. Dameron Quarles Petroleum, Inc. Rev. & Mrs. James C. Dannals Stafford Smile Design, PC Mr. & Mrs. Bruce L. Davis The Chris Ross Memorial Fund Mr. & Mrs. Michael E. Degen The David Morgan Fund Dr. & Mrs. Harry D. Dickinson The Dulcie H. Potter Mr. & Mrs. R. DuVal Dickinson Memorial Fund Dr. & Mrs. Matthew Dumont The Hansen Family Fund Mr. & Mrs. Paul M. Eakin The Harry & Marie Dawideit Mr. & Mrs. Donald Edwards, Jr. Fund The O’Neill Family Legacy Fund Mr. & Mrs. Thomas Ehman Mr. & Mrs. William J. Evans The Rennie & Richmond Ms. Catharine J. Farley and McDaniel Fund Mr. Vincent C. Ramoneda The Sara P. Boutwell Memorial Mr. Kevin A. Fastabend Fund The Sullivan Family Legacy Fund Mr. Edward M. Ferguson Mr. C. Fletcher Flemer The Ukrop’s Endowment Fund Mr. & Mrs. Gary J. Foley The Wayne A. Dennison Fund Mrs. C. Warren Forbush Utility Professional Services Mr. & Mrs. R. Leigh Frackelton Mr. & Mrs. James B. Franklin Individual Donors Mr. Felix A. Fraraccio Dr. & Mrs. John H. Albertine Mr. & Mrs. William E. Garner Mr. & Mrs. Edward V. Allison Dr. & Mrs. Wayne L. Harman Ms. Sally Bagley Mr. & Mrs. Daniel I. Hansen Mr. & Mrs. G. William Beale Mr. & Mrs. Richard G. Harrison Mr. & Mrs. Waldo H. Beck Mr. & Mrs. Richard Hazel Mr. & Mrs. William M. Beck

Dr. & Mrs. David B. Rice Mr. & Mrs. Xavier R. Richardson Mrs. David Ridderhof Ms. Whitney Eck Riley Mr. & Mrs. Thomas Y. Savage Mr. & Mrs. William M. Scaife, Jr. Mr. & Mrs. W. Malone Schooler Mr. Paul T. Scott Mr. Marion Y. Seay Mr. & Mrs. L. Franklin Sealy Mr. & Mrs. Thomas L. Segar Drs. Anna & Scott Sell Mr. & Mrs. Gilbert L. Shelton Mr. & Mrs. Paul A. Simpson Dr. & Mrs. Samuel C. Smart Mr. & Mrs. Emmett C. Snead III Ms. J. L. C. Snider Mr. Douglas G. Stewart Mr. & Mrs. Neil S. Sullivan Mrs. Laura Stuart Taylor Mr. & Mrs. William Taylor Mr. & Mrs. William Taczak Mr. & Mrs. Wyatt Thompson, Sr. Mr. & Mrs. D. Ian Valentine Mr. & Mrs. Craig W. Van Valkenburgh Dr. & Mrs. Robert B. Vranian Mr. Thomas J. Wack & Ms. Ann Sears Mr. & Mrs. Benjamin N. Wafle Mr. & Mrs. Aric Wagner Mr. & Mrs. Jon Wallace Mr. & Mrs. Keith L. Wampler Dr. & Mrs. H. Conrad Warlick Ms. Sheri Warren Mr. & Mrs. Dietmar M. Weselin Mr. & Mrs. Kenneth T. Whitescarver III Mr. & Mrs. Scott Williams The Honorable & Mrs. Gordon F. Willis *We strive for impeccable donor record management. If you should discover an error please let us know so we can correct it.

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

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


The Community Foundation 2011 Donors (cont.) The Honorable & Mrs. J.M.H. Willis Mr. & Mrs. William A. Withers Mr. Wayne Woodis & Ms. M. Saundra Pearson Mrs. Sharon Wright Mr. & Mrs. William B. Young Mr. & Mrs. William B. Young

Mrs. Georgia Willis Fauber Mr. & Mrs. George Finley Mr. & Mrs. Adam M. Fried Gardner, Maupin, Sutton, & Haney, P.C. Ms. Cynthia Golden Ms. Anne Graves Green River Enterprises, LLC Ms. Ellen B. Hagan Contributors to Funds within Ms. Holly Hamilton The Community Foundation Mr. & Mrs. Daniel I. Hansen A & D Maintenance & Mrs. Mary Hillard Repair Services Mr. & Mrs. Donnie Holcomb Adtran Inc. Mr. & Mrs. James D. Hopkins Dr. & Mrs. John M. Armitage Dr. & Mrs. Daniel Hoffman Mr. & Mrs. James P. Austin Mr. & Mrs. Andrew H. Huffine Dr. Andrew L. Ball Mr. & Mrs. Ralph M. Hulls Mr. & Mrs. Stephen E. Barnum Mr. & Mrs. Robert Jackson Mrs. Mary Berger Mr. & Mrs. Ricky Jones Mr. & Mrs. Thomas W. Berry Mr. & Mrs. Ronald C. Jordan Mr. William S. Boldon Kristie L. Kane, PLC Ms. Gertrude Bonheur Mr. Scott Ketcham Dr. Jeffrey H. Boutwell Mrs. David F. King, Jr. The Honorable & Mr. & Mrs. Stuart F. King Mrs. Perry Bowen Mr. & Mrs. Wallace N. King Ms. Virginia Brannock Mrs. Betty Lontz Lt. Col. Gwendolyn Mr. & Mrs. Richard E. Lunsford Braswell-Nash Mr. & Mrs. Bernard Mahon, Jr. Mr. & Mrs. Lawrence J. Brown Mr. John Mahoney Mr. James B. Cartmill Mr. H. Franklin Marrs CD’s Landscaping & Lawn Mr. Jeffrey Marshall Service Mary Washington Healthcare Dr. Robert J. Ciccone, D.D.S. Mary Washington Healthcare Mr. & Mrs. Madison M. Clift Foundation Mr. & Mrs. David Colangelo Mr. & Mrs. Raymond Mr. Joseph Daniel McAffoose Ms. Inez Dawson Mrs. Mary Wynn Richmond DeBose & Sons Construction McDaniel Mrs. Wayne A. Dennison Mr. & Mrs. W. Richmond Dixie’s Hair Studio, Inc. McDaniel Duffield Hauling, Inc. Mr. & Mrs. John F. McManus Mr. & Mrs. Jonathan Dunn Meadows Farms Championship Ms. Elena Ellis Golf Course, Inc. Euro Painting Mell & Frost, PC Attorneys Mr. & Mrs. Woodrow W. Everett at Law

The Estate of Irene A. Miller Mr. & Mrs. Jerry L. Miller Ms. Tracey Miller Mr. David G. Morgan Mr. & Mrs. Roland Murphy National Counseling Group, Inc. Neighborhood Companies, Inc. Mr. & Mrs. Stephen Norair Mr. & Mrs. Joseph O’Connor Mr. & Mrs. Davis L. Owen Mr. David Pagan Pembroke Transport Mr. & Mrs. William S. Pfancuff Pratt Medical Center Mr. Paul K. Reese The Honorable & Mrs. Horace A. Revercomb Mr. & Mrs. James D. Ross Mr. & Mrs. Ronald E. Ross Mr. & Mrs. Brian L. Ross Mr. Josiah P. Rowe III Mr. & Mrs. Joseph L. Rushing Mr. Kenneth J. Seaman Mr. Marion Y. Seay Mr. & Mrs. Richard Shacklette Silver Honaker Development Company Jennifer M. Simmons, PLC Ms. Elizabeth Simpson Mr. & Mrs. Paul A. Simpson S & N Communications, Inc. Dr. & Mrs. Michael H. Snedden Capt. & Mrs. James S. Snyder Sport & Health Club Mr. Douglas S. Stewart Mr. & Mrs. Neil S. Sullivan Union Bank & Trust Walt Mahon Scholarship Fund Union First Market Bank The Vanderhoof Lemanski Family Vikings Hunting Club Virginia Juvenile Justice Association Tommy Wallace Electrical, Inc.

The Estate of Ms. Elsie E. Wheeler Dr. Gail W. Wertz Mr. & Mrs. L. Steven Wright Mr. Carl S. Zirkle Mr. & Mrs. Joseph Zych Ring in the Holiday Party Sponsors Applied Technology, Inc. BB&T Bruce & Sandra Davis Cooper Financial Group of Raymond James Cullen, Inc. Doug Stewart Hilldrup Properties Hirschler Fleischer Holmes, Riley and Associates–Merrill Lynch Parrish Houck & Snead, PLC Party Elegance PBGH, LLP Peoples Community Bank Rob Billingsley–Northwestern Mutual Financial Network StellarOne Wealth Management Thalhimer A Member of the Cushman & Wakefield Alliance The Blalock Family The KEDDIE GROUP of Davenport, LLC. The Pearson Group The Princess Anne Building The Thos. J. Wack Company Union First Market Bank Virginia Commerce Bank Virginia Partners Bank

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

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


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

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

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

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

The Community Foundation 2011 Donors (cont.) Women & Girls Gifts to the Women & Girls Fund made in honor or memory of beloved women. In memory of… Dorothy Bolden honored by Bill Bolden In honor of… Ana Garcia honored by Ana Garcia Chichester Rebecca Ann Watson honored by Kathleen Wallace Katherine Stadler honored by Alma Withers Mary Jane O’Neill Nancy Cherwek Betty Witter Rozzie Whitescarver Mary Kay Savage Janel O’Malley Karen Rose honored by Jessica Beringer Marjorie Tankersley honored by Cinde Hoffman Heather Neubauer honored by Camille Degen

Charter Members of the Women and Girls Fund Ms. Mona Albertine Ms. Anne Allen Ms. Stephanie Armstrong Mrs. Mary Ann Batsche Ms. Suzanne Belmore Ms. Jessica Beringer Ms. Helen Biever Ms. Lisa Biever Ms. Ann Black Ms. Betty Blaisdell Ms. Sara Branner Ms. Doris Buffett Ms. Mary Cadwallender Ms. Nancy Cherwek Ms. Ana Chichester Ms. Anita Churchill Ms. Elizabeth Clark Ms. Linda Coker Ms. Peggy Conway Mrs. Casey Cornell Mrs. Cathy Davis Mrs. Camille Degen Mrs. Marion Deitz-Blair Ms. Delise Dickard Mrs. Doris Dickinson Mrs. Dori Eglevsky Ms. Tina Ervin Mrs. Carol Evans Ms. Ann Firth Ms. Heather Foley Mrs. Jinxie Forbush Mrs. Jackie Fowler Ms. Meredith Fox Ms. Mary Carter Frackelton Ms. Pat Frazer Ms. Janice Gage Ms. Betsy Glassie Ms. Angie Hallberg Ms. Deborah Hamilton Ms. Susan Hansen Ms. Lucy Harman Ms. Donna Hart Ms. Jennifer Hellier Mrs. Nancy Hicks Mrs. Mary Hilliard Mrs. Joyce Hite

Ms. Gayle Hock Ms. Judith Hodgens Ms. Cinde Hoffman Ms. Mary Louise Holmes Ms. Dona Holt Ms. Amelia Hovermale Ms. Robin Huddle Mrs. Tina Jackson Mrs. Ellen Jarrell Ms. Veronica Kelly Mrs. Lillian Kendall Ms. Bernie Kenneweg Mrs. Dee Kitterman Mrs. Jeanne Klotz Dr. Katherine Lovello Ms. Christine Lynch Mrs. Patti Lynch Ms. Ann Macdonald Mrs. Carol Manns Ms. Dana Marshall Mrs. Celie Massey Ms. Carolyn Mathur Mrs. Maggie McCormack Mrs. Mary Wynn McDaniel Mrs. Rennie McDaniel Mrs. Tricia McDaniel Ms. Deborah McManus Ms. Mary Elizabeth McManus Ms. Jennalee McNally Ms. Teri McNally Mrs. Elaine Miller Ms. Nancy Miller Ms. Marilyn Moon Ms. Linda Moore Ms. Richelle Moore Dr. Wendy Moore Mrs. Tami Morello Mrs. Susan Carter Morgan Mrs. Rhonda Morgan Mrs. Louise Morton Mrs. Michaele Morton Mrs. Barbara Muir Mrs. Susan Neal Ms. Carolyn Nelson Mrs. Bev Newlin Mrs. Alice Nuckols Ms. Carrie O’Malley Mrs. Janel O’Malley Ms. Mary Jane O’Neill

Ms. Katy Overton Mrs. Sandy Pearson Ms. Sarah Pierson Mrs. Linda Pisenti Mrs. Joan Poland Ms. Allyson Poska Mrs. Betsy Quarles Mrs. Kitty Quarles Mrs. Barbara Rankin Mrs. Christine Repp Mrs. Jeannie Richardson Ms. Julie Ricketts Ms. Whitney Riley Ms. Retta Robbins Mrs. Brooke Satterwhite Ms. Linda Sealy Ms. Ann Sears Mrs. Barbara Segar Ms. Georganne Sellars Ms. Lori Simms Ms. Lynn Simms Mrs. Debbie Simpson Ms. Kimberly Smart Ms. Janet Sokol Mrs. Shaun Sullivan Mrs. Shirley Swisher Mrs. Jan Taczak Ms. Betsy Taylor Mrs. Laura Stuart Taylor Ms. Nancy Turnage Ms. Penny Turner Ms. Cathy Wack Mrs. Kitty Wafle Mrs. Kathy Wallace Mrs. Jeannine Wampler Ms. Sheri Warren Ms. Alda White Ms. Rosalind Whitescarver Ms. Angela Williams Mrs. Archer Williams Ms. Kelsey Williams Mrs. Sue Williams Mrs. Susan L. Williams Mrs. Barbara Willis Ms. Debby Willis Ms. Tory Willis Mrs. Alma Withers Mrs. Marsha Zaidman

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


Fiscal Year 2011 Financial Summary Revenues and Support Contributions to Funds $ 509,458 Temporarily Restricted 25,433 Unrestricted 48,062 Special Events Revenue


Administrative Fees


Interest and Dividend Revenue


Realized Gains/Losses


Unrealized Gains/Losses


Change in Value of Split Interest Agreement


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


Fundraising and Special Events


Total Expenses


$ 702,384

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







Community Philanthropy






Health and Human Services



Arts, Culture and Humanities

$ 154,624

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

Field of Interest




$ 126,709


$ 377,969


$ 616,402


$ 773,558

Designated Funds

$ 1,008,912

Donor Advised

$ 5,041,276


The Free Lance-Star

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

After his death, a fund was established in his name at the foundation, supporting – in a timeless way – the causes he cared so deeply about. Duff Green’s legacy of philanthropy is The Community Foundation.

The Community Foundation Board of Governors 2010

Mona D. Albertine President W. Richmond McDaniel President-Elect Heather Bowers-Foley, CPA Treasurer Richelle D. Moore, Esq. Secretary Harry D. Dickinson, PhD, CPA Past President

E. Thomas Blalock, II John H. Coker, Jr., DMD Bruce L. Davis R. Leigh Frackelton Jr., Esq. Daniel I. Hansen Reverend Larry E. Lenow Bernard W. Mahon, Jr. John F. McManus, Esq. Erik J. Muller Michael A. O’Malley Mary Jane O’Neill M. Saundra Pearson Reverend Donald J. Rooney Nicky Seay Neil S. Sullivan Janet S. Taczak Catherine M. Wack Keith L. Wampler, CPA, CVA Kenneth T. Whitescarver, III

©2011 The Community Foundation of the Rappahannock River Region

Teri McNally Executive Director Lisa Biever Program Officer Ditas Kaag, CPA 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

Profile for Lisa Biever

Annual Report 2011 - The Community Foundation  

Financial and narrative report covering activities of the Community Foundation of the Rappahannock River Region for the period July 1, 2009...

Annual Report 2011 - The Community Foundation  

Financial and narrative report covering activities of the Community Foundation of the Rappahannock River Region for the period July 1, 2009...