The Community Foundation of Middle Tennessee's 2013-2014 Report to the Community

THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE 2013 - 2014 REPORT TO THE COMMUNITY

LOOKING AROUND AT THE EVOLVING LANDSCAPE OF OUR VIBRANT COMMUNITY, WE HAVE ALL FOUND OURSELVES MARVELING AT THE PACE AT WHICH NASHVILLE AND MIDDLE TENNESSEE HAS GROWN.

M

usic City and its surrounding communities have shot up the charts, appearing on numerous “Best of ” lists, such as “Nicest City,” “Best Place to Raise a Family,” “Most Compassionate City,” and the like.

It is a remarkable, and humbling, place to be—the world watching us and experiencing all of the wonderful things Middle Tennessee offers—as we benefit from it all. We have a menu from which to choose activities that will keep our social calendars full for months to come.

As Middle Tennessee has grown the past two decades, so has The Community Foundation. Established in 1991, we have tried to understand the opportunities and challenges that face our neighbors.

We know firsthand the generosity of everyone in this community – young and old, new to town or Nashville old timers.

This is what defines the role of a community foundation.

A community foundation grows and changes with the people it serves. It is a reflection of a place. In essence, we are Middle Tennessee. In this dynamic and entrepreneurial community, The Foundation works to meet the needs of our donors, of all income levels, who often have unique and creative ideas to facilitate local philanthropy.

WHAT IS A COMMUNITY FOUNDATION? Community foundations are dedicated to the social improvement of a given place. The first community foundation, The Cleveland Foundation, was created in 1914 in Cleveland, Ohio, by local banker and businessman Frederick Goff. Other Midwest cities followed suit, then spreading to New York and California.

There are more than 700 community foundations in the United States and 1,700 around the world, and they operate independently, and are governed by local boards reflecting the community.

The Community Foundation of Middle Tennessee was created in 1991 by a group of philanthropic citizens looking to make an impact on the community they have called home for generations. Since, The Community Foundation of Middle Tennessee has experienced rapid growth and consistently ranks among the top 50 community foundations in the country for annual giving, according to data compiled by the Foundation Center.

In its 23 years, when combining investment income and gifts to The Foundation, we have received more than $1 billion to facilitate philanthropy, $700 million of which has already been invested in nonprofit services. Today we oversee more than 1,000 charitable funds. More on how we operate on page 31.

The Community Foundation of Middle Tennessee continues to raise money, make grants and provide services for four distinct constituencies: donors, nonprofits, professional advisors (financial planners, CPAs, etc.) and for the community-at-large. We are focused on ensuring there are funds to support needs for generations to come. More on this on page 30.

2013 AT A GLANCE As we watch our community evolve, we see growing need.

We are uniquely positioned to understand issues facing our communities through our unique lens, with the ability to scan the 40 counties of Middle Tennessee we serve to identify trends.

Our charitable results:

• Granted more than $50 million to thousands of community institutions and programs Our donor contributions:

• Received more than 11,842 gifts totaling more than $25 million THE BIG PAYBACK In late fall of 2013, we launched one of our most important initiatives to date, The Big Payback, specifically created to introduce a cadre of nonprofit organizations doing great work to the general public. Held on May 6, 2014, The Big Payback was a 24-hour, online giving event that inspired Middle Tennesseans to come together, show their pride in their community and contribute to the life changing work of nonprofits.

Most nonprofits are looking for new ways to broaden the base of their support. They often lack the knowledge or resources to make changes and try new tactics. The Big Payback was and is a catalyst for this work, giving nonprofits the opportunity to explore or enhance their online fundraising and engagement efforts. More than 525 local nonprofits participated and received a total of 11,661 gifts from donors. Together, in 24 hours we raised nearly $1.5 million to support community programs. More on The Big Payback on page 6 of this report.

ANNUAL DISCRETIONARY GRANT PROGRAM

Our discretionary grant program supports local nonprofits that apply for this source of annual funding. We receive hundreds of applications seeking funding to enhance the programs serving Middle Tennessee. In 2013, we funded 245 organizations through our discretionary grantmaking totaling more than $1.2 million.

The broad range of funding efforts include a student-run, free clinic that provides healthcare services to the underinsured, mentoring children of prisoners, preventing utility cut off to help struggling families get back on their feet, as well as creating place-markers at sites significant to Maury County’s African American history.

IN THE FOLLOWING PAGES FIND STORIES OF HOW WE ARE MOVING OUR COMMUNITY FORWARD.

CF MT.ORG

•

1

GRANTEE, NASHVILLE BALLET

2

•

TH E CO M M UN I T Y FO UNDATI O N O F M I D D LE TENNESSEE

T

he strength of a dancer is wildly misunderstood. It is the quiet and powerful force at the core of a dancer that makes even the largest tasks seem simple and small. Because of a grant received from The Community Foundation, Nashville Ballet is better equipped to sustain and expand their educational and outreach programming, spreading the strength found in the art of dance to underserved populations.

Nashville Ballet’s Outreach & Education Program offers a variety of school curriculum-based programs for all ages. Their interactive and educational ballets travel to community centers, local organizations, and to elementary, middle and high schools throughout Middle Tennessee and include a Teacher’s Educational Guide that meets many of the developmental and academic standards set forth by the state of Tennessee and Metropolitan Nashville Public School system.

The Community Foundation funding enabled Nashville Ballet to increase their full-time Outreach & Education staff, allowing them to impact more than 37,000 individuals throughout Middle Tennessee. This is 7,000 more people than the previous year.

In the 2013-2014 school year, Nashville Ballet’s Outreach & Education programs visited an elementary school where one teacher commented that she had never seen so much participation from her students. She also mentioned one student specifically, blind and with Cerebral Palsy, had never been so calm and happy. He smiled throughout the entire program and for the rest of the day. His teacher attributed the child’s positive change in demeanor to Nashville Ballet’s Outreach performance.

Through these learning programs, even our youngest generations can experience the beauty, impact and depth of ballet through performances.

CF MT.ORG

•

3

“Glen Leven Farm is a graceful embodiment of so much of what The Land Trust for Tennessee does...a place where people from all walks of life experience a conserved landscape where cattle graze, bees pollinate, carrots grow, history comes alive and wildlife thrives...all within minutes of the Tennessee State Capitol.”

—W. Ridley Wills II Land Trust for Tennessee Board of Directors

G

len Leven Farm is a special picturesque place in Nashville that takes you back to when things were simple and working the land was a way of life. It’s hard to imagine this unspoiled landscape is just a few miles south of trendy restaurants and boutiques that pepper the streets of a bourgeoning Nashville.

But at the corner of Franklin Pike and Thompson Lane sits Glen Leven, a 65-acre working farm previously owned by Nashville settler, Thomas Thompson. Established through a Revolutionary War land grant to Thompson, the farm is the largest intact piece of the Civil War’s Battle of Nashville site. In 2006, Susan McConnell, the sixth generation of the family, bequeathed the property to The Land Trust for Tennessee, stipulating it never be developed and only used as an educational and recreational resource for the community.

In the spirit of this intent, The Community Foundation made a grant to The Land Trust to continue its work, making it possible for students of John Early Museum Magnet Middle School and Robert Churchwell Museum Magnet Elementary School, along with their families, to spend time learning about the value of the land and what it generates. The grant also enhanced the Harvest and History field trip program, fostering community awareness about the public benefits of landscape conservation.

The Community Foundation has helped provide enriching experiences—illustrating a community’s health and well-being is inextricably linked to exposure to open space.

GRANTEE,

NASHVILLE GRANTEE,BALLET, GLEN LEVEN 2014

CF MT.ORG

•

5

GRANTEE, GRANTEE,LINDSLEY NASHVILLE AVE BALLET CHURCH OF CHRIST

6

•

TH E CO M M U N I T Y FO UNDATI O N O F M I D D LE TENNESSEE

“I’m so very proud of Middle Tennessee coming together in such a concerted giving effort. It really shows our community’s heart and soul.”

—Pastor Laws Rushing

F

or Laws Rushing, becoming a pastor wasn’t necessarily in his bigger life plan. From a long line of musicians, Laws was focused on living many Nashvillians’ dreams of making music. But as his life unfolded, he found a calling to shepherd one of Nashville’s oldest churches - The Lindsley Avenue Church of Christ. Established 125 years ago, and a cornerstone to Nashville’s religious community, the church’s doors and hearts have remained open to the public through good times and bad.

As Laws’ century old church was in need of many repairs, and the modest-sized congregation looked for a way to raise funds for the church—to do more with less. Along came The Big Payback, a perfect opportunity to work on a broader fundraising effort that involved an entire community.

Local nonprofits, churches, schools and the like play a vital role in creating a better quality of life for all - in health, arts, environment, education, and social services. In today’s economic environment, these organizations accomplish much more with less. The Big Payback, The Community Foundation’s inaugural, 24-hour online giving event, held on May 6, 2014, highlighted and elevated the work of the entire nonprofit sector to inspire and move our community to give.

And when the time came, our community came together and paid back the local nonprofits in a big way. The Big Payback raised nearly $1.5 million for 525 nonprofits. In one day’s time, more than 11,661 gifts were made. Nearly 30 percent of donations supported human services organizations; 12 percent to health; and 10 percent to organizations serving the arts. Almost every nonprofit received help from donors who had never given to them before.

The giving event was the most inclusive charitable event in Middle Tennessee history.

Lindsley Avenue made the day count. Along with raising $7,250 (including prizes), the church was the recipient of the $5,000 Most Creative Campaign Award, made possible by the Danner Foundation, given to the local nonprofit who had the most unique and creative approach to raising charitable gifts during The Big Payback.

CF MT.ORG

•

7

SUPPORTING STUDENTS GETTING AN EDUCATION, SCHOLARSHIP PROGRAM

8

•

TH E CO M M UN I T Y FO UNDATI O N O F M I D D LE TENNESSEE

T

he Community Foundation recognizes that education can transform lives, families and communities. The Foundation’s scholarship program gives students, such as Jeremiah Cooper, the chance to pursue their educational goals.

Jeremiah was first introduced to The Community Foundation as a fifth grader. The Foundation’s Tapping Individual Potential program, which provides talented middle school kids with enrichment opportunities, allowed Jeremiah guitar, voice and piano lessons to hone his natural abilities as a musician.

Upon graduation, his relationship with The Community Foundation continued when he earned the Teddy Wilburn Scholarship to attend Tennessee State University.

Country music singer, Grand Ole Opry star, and songwriter Teddy Wilburn established this Fund through his estate to help others enjoy the opportunities made available by a college education. With his singing career beginning at age nine, Teddy never had the chance to attend college and wanted to help eager students in need of financial aid, a goal which has paid off through students like Jeremiah.

Whether a student is studying law or horticulture; planning a career in criminal justice or teaching; or studying at a technical school or four-year university, The Community Foundation’s scholarship program supports individuals from various backgrounds and communities. In 2014, The Community Foundation distributed more than $1.8 million in the form of 680 scholarships to improve students’ futures, and the futures of their families, through the transformation offered by an education.

CF MT.ORG

•

9

Q

uaint towns like Granville, Tennessee, provide rich history and a unique cultural experience for visitors far and wide.

On Saturday evenings in Granville, the “Sutton Ole Time Music Hour” takes place at T.B. Sutton’s General Store, a building constructed in the mid-1800s. The historic town also plays host to an annual Heritage Day, Fall Fest, Scarecrow Walk and other events to help drive people to the Upper Cumberland region. These events, organized and facilitated by all volunteer efforts, often fall under the radar in the greater Middle Tennessee area.

In 2007, The Community Foundation built an online arts and entertainment events calendar, NowPlayingNashville.com®, to create an equal opportunity stage for nonprofit arts and small organizations to promote their work to locals and tourists alike for free. The website launched with ambitious goals of building an audience while enhancing awareness of the rich variety of cultural activities offered not only in the Nashville area but all of the counties that make up Middle Tennessee. Since its inception, the website has collaborated with hundreds of community partners providing comprehensive information to support arts and entertainment organizations.

NowPlayingNashville.com® took its event calendar a step further in 2012 when the site introduced the Middle Tennessee County Web Page Initiative. With this project, a county guide was established to help arts communities outside of Nashville effectively stand out amongst the hundreds of events taking place in our region on a weekly basis. Along with an interactive map of the region linking to events specific to each county, the site also provides calendars for local chambers and visitor centers to implement onto their websites.

By positioning county pages such as NowPlayingPutnam.com, NowPlayingSumner.com, and NowPlayingMontgomery.com as a free additional arts resource, the County Web Page Initiative has been able to reach a broader audience for towns like Granville to promote cultural tourism, build audience awareness, and grow public support of arts programming in the Middle Tennessee region.

SUPPORTING THE NASHVILLE ARTS IN BALLET, COMMUNITIES, 2014 NowPlayingNashville.com

CF MT.ORG

•

11

GRANTEE, BALLET GLIMPSES OFNASHVILLE GRANVILLE, TENNESSEE 2014

12

•

TH E CO M M U N I T Y FO UNDATI O N O F M I D D LE TEN N ESSEE

CF MT.ORG

•

13

GRANTEE, NASHVILLE CITY CEMETERY

14

•

TH E CO M M U N I T Y FO UNDATI O N O F M I D D LE TEN N ESSEE

W

hen strolling through Nashville’s oldest cemetery, one can be struck with a deep sense of history and the passing of time. If you listen closely, you may hear stories of the past whispering through the weeping willows that stand strong year after year.

Inside the Nashville City Cemetery is a history lesson.

Whether soldier, banker, politician or physician, those buried are the people who helped to shape our community, and a visit to the memorial provides insight into the days of yesteryear.

Prior to handheld technology, visitors to the cemetery relied heavily on research, printed materials, and engraved tombstones to discover who lay beneath the groomed landscape. Today, history buffs and cemetery adventurers can access this knowledge by the simple touch of their smart phones and the Nashville City Cemetery app. The idea for the app became a reality in 2013 when The Community Foundation provided funding for this educational resource.

The curious can now delve into 190 years of history from a guided tour made up of 20 stops throughout the cemetery. Photos of the tombstones and historical figures plus a brief description of their lives are included when taking the tour.

“Developing this app from a Community Foundation grant allows us to reach and educate a significantly greater number of people than we could without it.”

—Jill F. Meese Immediate Past President of the Nashville City Cemetery Association CF MT.ORG

•

15

“These small charities are vital to communities like those in Middle Tennessee and are equally deserving of the attention nonprofits with larger fundraising budgets receive. I hope to help these small organizations continue to work toward their missions and grow along with our community.”

—Neeley Koester

C

rafting a beautiful piece of art with your hands is inspirational to not only the artist, but also to those who can enjoy the finished product. Whether it’s how a person feels while viewing the artwork or the way the creative process enables us to filter out the noise of our daily lives, art has a positive impact on many levels.

Sometimes all it takes is one experience to discover the desire to make a difference in our community. In college, artist Neeley Koester participated in a class that provided art therapy in a children’s psychiatric center. While doing this work, she discovered support for children’s art activities was very limited. This inspired her to host an auction to help financially fuel their efforts. What transpired was not only a successful fundraising campaign but a call to Koester to continue to find ways to help other small organizations that found themselves in similar situations.

After relocating to Middle Tennessee from Indiana to open her own ceramic studio, Neeley created the Go Further Fund through The Community Foundation. The Fund provides grants to small organizations making big efforts to, go further, by funding engaging events and campaigns to raise awareness for their cause.

GRANTEE, NASHVILLE BALLET

16

•

TH E CO M M UN I T Y FO UNDATI O N O F M I D D LE TEN N ESSEE

A COMMUNITY FOUNDATION NASHVILLE FUND BALLET, AT 2014 WORK

CF MT.ORG

•

17

GRANTEE, LEGAL AID SOCIETY

18

•

TH E CO M M U N I T Y FO UNDATI O N O F M I D D LE TEN N ESSEE

I

n the Middle Tennessee and Cumberland regions, approximately 300,000 low-income and elderly individuals experience an average of one civil legal problem each year.

It takes a dedicated force of pro bono attorneys to ensure underserved Tennesseans have access to quality representation within the court of law. Many of our most vulnerable citizens are unable to obtain legal representation simply because they lack the financial resources.

Legal Aid Society of Middle Tennessee and The Cumberlands helps its clients through civil cases involving domestic violence, employment, family, health, and housing. Because the need for such representation often outweighs availability of lawyers, Legal Aid Society can only represent one in every four cases that walk through their doors.

The William Thomas McHugh Fund to Benefit the Legal Aid Society of Middle Tennessee and The Cumberlands was established by Lou McHugh in 2008 at The Community Foundation to honor her late husband’s legacy of dedication to the legal profession. Through this fund, Legal Aid Society offers free clinics and on-the-spot legal advice to those unable to attain representation through the organization due to the high volume of requests versus the number of volunteer and staff attorneys available. Without the help of these resources facilitated by Legal Aid Society, low-income individuals would have nowhere else to turn.

CF MT.ORG

•

19

GRANTEE, GRANTEE, OASIS NASHVILLE CENTER BALLET

20

•

T H E CO M M UN I T Y FO UNDATI O N O F M I D D LE TEN N ESSEE

E

very Tuesday from September through May, Pam Sheffer advises LGBTQI high school students through Oasis Center’s Just Us program. During this time, these youth engage in group discussions and activities focused on creating positive change in the community.

That positive change is what The Brooks Fund of The Community Foundation drives. With the help of generous donors, The Brooks Fund distributes grants to Middle Tennessee organizations, such as the Oasis Center, dedicated to enhancing the quality of life for the LGBT community and building bridges between all segments of the community.

As a Brooks Fund grantee, The Just Us program of Oasis provides support and advocacy through outreach to these youth, their families, and community allies; bi-weekly support and educational events; youth leadership and community climate change initiatives; individual support services, and more.

Since 1997, The Brooks Fund has provided more than $207,600 to a variety of nonprofit organizations to support health and safety programs, youth counseling and mentoring, sensitivity and diversity programs, and the fine arts.

“Because of The Brooks Fund’s belief in our work and our mission, we have been able to gain ground on the sustainability of our initial program and make a positive change in the lives of young people.”

—Pam Sheffer

CF MT.ORG

•

21

“Through a grant and donated equipment from The Sports Fund of The Community Foundation of Middle Tennessee, Ultimate Goal has been able to provide refugees with their own pair of cleats and soccer balls. Being able to give them the equipment they need gives them a sense of belonging, a sense of pride and they realize they are as important as other kids in receiving what they need to play soccer.”

—John Stayskal

F

or many Middle Tennessee children, the chance to participate in organized sports is a privilege. John Stayskal grew more aware of that fact after returning to Nashville from a 1994 church mission trip to Costa Rica. John saw firsthand how despite the economic struggles the Costa Rican children faced, their spirits were lifted while playing soccer.

Given Nashville’s burgeoning immigrant population, he knew through sports, there was something he could do to create an impact in his own backyard.

Ultimate Goal has grown from an idea two decades ago to now giving under-resourced youth soccer players hope and opportunity to transform and empower their lives. Ultimate Goal assists urban and lower economic refugee families who are unable to participate in conventional soccer programs due to their lack of financial ability, available transportation, or limited cultural/community awareness of opportunities.

These kids are given the opportunity to play organized soccer under the leadership of mentoring, caring coaches. At the same time, the program helps the newly arrived refugee children adapt, meet other kids, stay active, build relationships, which all help them adjust to their new life in the United States.

GRANTEE, NASHVILLE BALLET

GRANTEE, NASHVILLE ULTIMATE BALLET,GOAL 2014

CF MT.ORG

•

23

GRANTEE, ULTIMATE NASHVILLE GOAL SOCCER BALLET TEAM

24

•

TH E CO M M UN I T Y FO UNDATI O N O F M I D D LE TEN N ESSEE

CF MT.ORG

•

25

WHO WE SERVE Our services extend to 40 counties in Middle Tennessee and three counties in Southern Kentucky. We support donors from every corner of the community who want to make an impact through their giving.

Visit our interactive online map for more information, at CFMT.org/explore/map.

WHAT WE DO GIVING

GRANTMAKING

Our vision is to help people feel good about giving. We enable people to give according to their passion and their goals through our remarkable flexibility to serve nearly any charitable purpose.

The Community Foundation works to improve our community through strategic grantmaking to nonprofits. Carrying out the wishes of donors and providing expertise in local philanthropy, The Community Foundation works with nonprofits to help address critical needs.

It is simple to establish a Fund within The Community Foundation, whether you want to create an endowment for a favorite nonprofit or craft an entrepreneurial solution to address a pressing need. A Fund is created with a minimum contribution of $5,000 ($10,000 for scholarships). There is no cost to set up a Fund. Funds are established by individuals, families, companies, civic groups, and nonprofit organizations. Contributions of any size are welcome to existing Funds, at any time.

Impact and Field-of-Interest Funds enable The Community Foundation to put resources to work where they are needed most through a competitive grant process. We respect the work and mission of our nonprofit partners and are particularly interested in innovative ideas that provide long-term solutions for community needs.

Donors may elect to start a Fund with contributions of cash, publicly traded or closely-held securities, real estate, personal property, or by the use of planned giving vehicles such as charitable remainder trusts, charitable lead trusts, life insurance policies and bequests.

GRANTEE, NASHVILLE BALLET

Bob Bernstein 26

•

TH E CO M M UN I T Y FO UNDATI O N O F M I D D LE TEN N ESSEE

“Thanks to The Community Foundation, I was able to create a unique charitable fund that focused on priorities close to my heart.”

—Steve Schlapman, The Dogwood Fund of The Community Foundation of Middle Tennessee

TYPES OF FUNDS The Community Foundation of Middle Tennessee is comprised of charitable funds dedicated to purposes our donors define.

We honor donor intent in perpetuity.

IMPACT FUNDS

SCHOLARSHIP FUNDS

are unrestricted and provide the greatest flexibility, allowing The Community Foundation to respond to the community’s pressing needs through changing time and circumstance.

help further the education of students who are selected based on criteria donors outline, whether a student is from a particular geographic area, attending a certain school or planning a career in a specific field.

FIELD-OF-INTEREST FUNDS allow donors to pinpoint support to broad areas of concern, such as education, the arts, the environment, youth services, the disabled, or geographic areas they choose.

MEMORIAL FUNDS

DESIGNATED FUNDS

AGENCY ENDOWMENT FUNDS

ensure regular, endowed support is provided to specific charitable organizations the donors select.

are created by nonprofits as a means of building charitable dollars for the future of their mission and work.

ensure a special person is remembered through a Fund that reflects his or her legacy.

DONOR-ADVISED FUNDS allow donors to set aside charitable dollars when it is best for them.

And then over years make recommendations about the distribution of grants.

We can be remarkably flexible in crafting a charitable solution for you. And, setting up a Fund is simple and can be done in a matter of minutes. For more information, visit cfmt.org. Call us today to create your Fund, at 615-321-4939.

CF MT.ORG

•

27

OUR BOARD OFFICERS Mrs. Jerry B. Williams, Chairman Mr. Kerry Graham, Vice Chairman Ms. Leilani S. Boulware, Secretary Mr. Charles W. Cook, Jr., Treasurer Ms. Ellen E. Lehman, President

BOARD OF DIRECTORS Mr. Ronald L. Corbin Mrs. Jana J. Davis Mr. Rod Essig Mrs. Irwin E. Fisher Dr. Stephen F. Flatt Mr. Jay L. Frank Mr. Ben G. Freeland Mr. Gary A. Garfield The Hon. Alberto R. Gonzales Mr. Jose D. Gonzalez Mr. Mark R. Gwyn Mr. Carl T. Haley Mr. Henry B. Hicks, III

Mrs. Carol O. Hudler Mr. Decosta E. Jenkins The Hon. William C. Koch, Jr. Mr. Robert S. Lipman Mr. Don MacLachlan Mr. Bert Mathews Mr. Stephen F. Moore Ms. Joelle J. Phillips Mrs. Deborah Taylor Tate Dr. Stephaine H. Walker Mr. Kevin J. Wheeler Mr. David Williams, II

BOARD OF TRUSTEES Mrs. Judy Liff Barker Mr. Jack O. Bovender, Jr. Mr. Ben L. Cundiff Mrs. Kitty Moon Emery Mr. Richard J. Eskind Mr. Farzin Ferdowsi

JERRY B. WILLIAMS, CHAIRMAN

28

•

TH E CO M M U N I T Y FO UNDATI O N O F M I D D LE TEN N ESSEE

Mr. John D. Ferguson Dr. Thomas F. Frist, Jr. Mr. Joel C. Gordon Mr. Francis S. Guess Mr. James S. Gulmi Mr. Aubrey B. Harwell, Jr. Mrs. Catherine T. Jackson Mr. Kevin P. Lavender Dr. John E. Maupin, Jr. Mr. Ralph W. Mosley Mrs. Donna D. Nicely Mr. Ben R. Rechter Mr. Michael D. Shmerling Mrs. Susan W. Simons Mr. Howard L. Stringer Mr. Charles A. Trost Ms. Deborah F. Turner Mr. Jack B. Turner Mrs. Betsy Walkup

ELLEN E. LEHMAN, PRESIDENT

OUR STAFF LEADERSHIP TEAM Ellen Lehman, President Melisa Currey, Comptroller Belinda Dinwiddie, Director of Donor Education Amy Fair, Director of Donor Services Rebecca Finley, Director of Communications and Marketing Melissa Anderson, Financial Assistant Debbie Bone, Grants/Donor Services Associate Thomas Buford, Program Manager and Tournament Director, Delek Fund for Hope Pat Cole, Scholarship/TIP Coordinator Cynthia Copeland, Staff Accountant Sharon Derman, Finance Administrative Assistant Beth Groves, GivingMatters.com Manager Porter Haile, Technology Systems Associate Carolyn Hannon, Childcare Nashville Director Erin Hornsby, NowPlayingNashville.com® Promotion and Web Content Coordinator Eric Leibrandt, GivingMatters.com Associate

Liza Lentz, Women’s Fund Coordinator Laundrea Lewis, Grants Manager Kristen Korzenowski, Donor Services Coordinator Emily Marlow, Creative Services Coordinator Deborah McClellan, Receptionist Michael McDaniel, Nonprofit and Endowment Liaison Maria Morris, Operations Manager Jennifer Mosier, Marketing Administrator, Delek Fund for Hope Jessica Musman, Online Content and Marketing Associate, NowPlayingNashville.com® and GivingMatters.com Tyler Nelson, Communications Coordinator Joe Pagetta, Director of Community Initiatives NowPlayingNashville.com® and GivingMatters.com Amanda Parker, Financial Assistant Gina Tek, Program Services Coordinator Kelly Walberg, Social Media and Online Marketing Coordinator Shemika Walker, Program Services Associate Benja Whitelaw, Program Manager CF MT.ORG

•

29

SUMMARY OF OPERATIONS SUPPORT AND REVENUE

GIVING

GRANTMAKING

$25,851,503

$46,607,415

TOTAL OF GIFTS DONORS MADE TO THE COMMUNITY FOUNDATION IN 2013

TOTAL DISTRIBUTED TO NONPROFIT ORGANIZATIONS IN 2013

56

2,875

NEW FUNDS CREATED IN 2013

NUMBER OF NONPROFITS WHICH RECEIVED GRANTS IN 2013

11,842 1,043

NUMBER OF GIFTS TO THE COMMUNITY FOUNDATION IN 2013

$700,651,189

TOTAL NUMBER OF FUNDS

AMOUNT OF GRANT DOLLARS AWARDED SINCE 1991

$31,036,934 CONTRIBUTIONS AND INCOME

$42,940,460 NET REALIZED/UNREALIZED GAIN ON INVESTMENT

$73,977,394 TOTAL

30

•

T H E CO M M UN I T Y FO UNDATI O N O F M I D D LE TEN N ESSEE

THE COMMUNITY FOUNDATION’S TYPES OF FUNDS AND GRANTMAKING PROCESSES

Generous people from across the community are donors to The Community Foundation of Middle Tennessee.

The Community Foundation offers flexible fund options to help donors based on their charitable priorities and goals. In total, we offer six primary types of charitable funds.

DISCRETIONARY GRANTS PROGRAM

2013 GRANTMAKING OVERVIEW UNRESTRICTED IMPACT FUNDS + FIELD-OF-INTEREST FUNDS

Grants are awarded annually to Middle Tennessee area nonprofits through a single application process, reviewed by a volunteer committee and The Community Foundation’s Board of Directors. This is a competitive process, for nonprofits that chose to apply.

$800,000 $1.65 MILLION $2.38 MILLION

Unrestricted Impact Funds are used by The Community Foundation to respond to evolving community needs. Field-of-Interest Funds support a specific cause or geographic area identified by the donor.

SCHOLARSHIP FUNDS These help further the education of students who are selecte by volunteer committees based on criteria donors outline.

DONOR-ADVISED FUNDS Grants are made based on the recommendations of the donor.

The Community Foundation vets these requests and makes grants to bona fide nonprofit organizations anywhere in the country.

The largest amount of dollars granted, and often, the largest donations annually, are from our Donor-Advised Funds. Individual organizations cannot apply for these grants.

DESIGNATED FUNDS + AGENCY ENDOWMENT FUNDS

These funds are established to support specific nonprofit organization(s). Grants are made annually to the nonprofit(s) named by the donor.

Designated Funds are set up by donors to benefit one or more favorite nonprofits. Agency Endowment Funds are set up by the nonprofit itself to help ensure the future of its work.

$42 MILLION

These are audited 2013 financials.

CF MT.ORG

•

31

THE COMMUNITY FOUNDATION OF MIDDLE TENNESSEE

NEW FUNDS Charitable dreams are realized at The Community Foundation of Middle Tennessee. Whether it’s a scholarship fund created in the honor of a loved one or an organization starting an employee assistance fund, The Community Foundations works with donors to establish funds tailored to their specific interests. Through The Community Foundation’s customized philanthropic services, there are many ways to contribute and accomplish your charitable goals. You can create a Fund; select a broad charitable purpose to benefit from your Fund; or advise The Community Foundation as to which charitable organizations should receive grants, among other options.

The following is a list of new funds* created through The Community Foundation of Middle Tennessee. *Funds established from 2013 through June 2014.

AMERICAN LEGION POST 40 TENNESSEE BOYS STATE FUND The American Legion was chartered by Congress in 1919 as a patriotic, mutual-help, war-time veterans organization. American Legion Boys State was established in 1937 as a summer leadership and citizenship program for high school juniors. This fund will ensure that one or more high school juniors from Cheatham County have the opportunity to attend the Tennessee American Legion Boys State at Tennessee Tech University each summer.

AUGUST 8TH FLOOD FUND On August 8, 2013, parts of North Nashville were devastated by a brief and severe series of storms that resulted in isolated flooding. This fund was established to support nonprofits working to help victims of this natural disaster rebound and rebuild their lives.

BELLE MEADE COUNTRY CLUB EMPLOYEE EMERGENCY ASSISTANCE FUND Belle Meade Country Club created this fund as a way to provide shortterm, emergency support to employees who have recently experienced natural disaster, life-threatening illness or injury, death, or other catastrophic, unforeseen and unpreventable circumstances that prevent them from affording housing, utilities and other basic living expenses.

BELLE MEADE COUNTRY CLUB EMPLOYEE SCHOLARSHIP FUND The Fund is intended to endow permanently one or more scholarships benefiting employees (who work 30 hours per week and who have worked there for three years or more) and their children.

Students may receive help once; there is no opportunity for renewal of support in subsequent years. Student may be those attending accredited colleges (two or four year), vocational and/or technical school.

THE CARLTON ADVISED FUND

32

•

TH E CO M M U N I T Y FO UNDATI O N O F M I D D LE TEN N ESSEE

JOANNE G. AND THOMAS H. CATO FAMILY ADVISED FUND THE CHRISTOPHER FAMILY ADVISED FUND THE CLARKSVILLE-MONTGOMERY COUNTY EDUCATION FOUNDATION ENDOWMENT FUND The Clarksville-Montgomery County Education Foundation exists to support the improvement of public education in ClarksvilleMontgomery County School System by providing additional funding for the support of programs and initiatives that contribute to student achievement and improve teacher quality.

TOMMY COOPER FUND FOR VETERANS AND MILITARY PERSONNEL

Tommy Cooper was one of those guys that never met a stranger; his zest for living was infectious. In fact, during the last weeks of his life, his wife, Pat, found herself having to discourage the crowd of people anxious to come by and visit. On November 7, 2013, Tommy lost his long and challenging battle with cancer and Pat asked that gifts in Tommy’s memory help others navigate their own challenges and their own journey. The Fund is intended to support nonprofits making the path easier for veterans, military personnel, and their families. It may support numerous programs, including: those that help veterans with job training as they reenter the civilian workforce, support families managing long deployments, help warriors understand that they are not alone as they battle the invisible wounds of traumatic brain injury and PTSD, and more.

COUNCIL ON AGING OF GREATER NASHVILLE ENDOWMENT FUND Council on Aging of Greater Nashville addresses the unmet needs of older adults and caregivers through information, advocacy, and education and by being a catalyst for comprehensive solutions. This Agency Endowment Fund ensures there are permanent resources for this important work serving our community’s eldest members.

THE CREWSE FAMILY ADVISED FUND RUTHE D. CREIGHTON UNRESTRICTED FUND Ruthe Creighton spent her career counseling people in need. In honor of her dedication to the homeless and those fighting drug addictions, a friend set up this Fund to give her another mechanism through which to help. Upon her death, this donor advised fund converted to an unrestricted fund allowing The Community Foundation to continue making grants in her memory.

The Jane and Richard Eskind and Family Endowment Fund for the benefit of Nashville Children’s Theatre The Jane and Richard Eskind and Family Endowment Fund for the benefit of The National Museum of African American Music The Jane and Richard Eskind and Family Endowment Fund for the benefit of University School of Nashville

KELLY PAPPAS CROCKETT ADVISED FUND WILLIAM AND NANCY DALE ADVISED FUND The Dales are residents of Columbia, Tennessee and plan to use this fund to coordinate their charitable giving activities.

ANNETTE AND IRWIN ESKIND FUND FOR PUBLIC EDUCATION

In 1997, Annette and Irwin Eskind helped the Metropolitan Nashville Public Education Foundation establish an endowment.

Since they had established the Metropolitan Nashville Public Education Foundation itself, it was both a logical and thoughtful additional gift. In the intervening years, The Community Foundation’s investments allowed the Fund to more than double. With the passage of time and the closing of the MNPEF, The Community Foundation asked to slightly alter the Fund to ensure it would always be used to support Public Education in Nashville and, to reflect that fact, the name was changed to the Annette and Irwin Eskind Fund for Public Education. Every year when The Foundation receives grant requests, The Foundation’s Board will use 5 percent of the money in the Fund to make grants to public education in Nashville in the Eskind’s name.

HUME FOGG SCHOLAR-IN-RESIDENCE FUND

THE SARAH LOUISE ELLIOTT FUN AND GAMES FOR FITNESS FUND Believing in fitness and involvement, 17 year old Sarah created this fund to help underprivileged kids participate in sports by sponsoring sport camps at nonprofit organizations. She wants to be actively involved from a hands-on approach and supply sports equipment as needed.

THE JANE AND RICHARD ESKIND AND FAMILY ENDOWMENT FUNDS Jane and Richard Eskind have supported countless organizations during their lifetime and instilled these same philanthropic traditions in their children and grandchildren. With the establishment of these seven endowment funds to support organizations representing the Eskind’s values, the number of such funds they have created goes to and reinforces their belief in building permanent community resources for the future.

The Jane and Richard Eskind and Family Endowment Fund for the benefit of Alive Hospice The Jane and Richard Eskind and Family Endowment Fund for the benefit of Community Nashville The Jane and Richard Eskind and Family Endowment Fund for the benefit of The Conservancy for the Parthenon and Centennial Park The Jane and Richard Eskind and Family Endowment Fund for the benefit of Ensworth School The Jane and Richard Eskind and Family Endowment Fund for the benefit of The League of Women Voters of Tennessee Education Fund Programming in Nashville and Tennessee

Class gifts represent an important tradition in philanthropy. The Hume Fogg Scholar-in-Residence Program was born from a class gift campaign and the result has been the creation of a permanent fund to support visiting scholars and accompanying lectures and activities for the entire Hume Fogg High School community. Past scholars have included classics author Susan Ford Wiltshire, economics professor and economic development expert Dr. Kamal Saggi, and death penalty abolitionist Sister Helen Prejean.

GAIL KERR’S HOUSE THE HOMELESS FUND

Before her death, Gail Kerr had the opportunity to learn and write about Nashville’s homeless problem. In particular, she was impressed with a multi-organizational effort to help people get into an apartment by addressing the specific needs that led them to the streets. This included not only the resources to secure housing, but dealing with practical issues – like filing the proper paperwork and transportation – that often keep people from accessing the help they need. It was Gail’s vision to raise funds to support these programs and get Nashville’s homeless off the street, one at a time.

THE KHARIS FOUNDATION ADVISED FUND THE KIWANIS CLUB OF COOL SPRINGS WILLIAMSON COUNTY ADVISED FUND THE KIWANIS CLUB OF CHEATHAM COUNTY ADVISED FUND THE KIWANIS OF NASHVILLE FOUNDATION ENDOWMENT ADVISED FUND According to Kiwanis International, service is at the heart of every club, no matter where in the world it’s located. Luckily for Middle Tennessee, we have many Kiwanis clubs that provide services across the community.

In 2014, three local clubs established permanent funds to continue their longstanding charitable giving to support children.

LYNDA LACHER ADVISED FUND

CF MT.ORG

•

33

LANDMAN FAMILY ADVISED FUND

Over decades, Mary and Jeff Landman have been quiet but steady donors to a variety of Nashville’s causes. Their sons, David Landman, Daniel Landman, and Erik Landman, have joined them in their giving.

In 2013, The Landman Family Fund was created to streamline their giving and make their charitable gifts go further.

THE ROBERT H. AND LYNN S. OSSOFF FAMILY ADVISED FUND THE PATHS EDUCATION WORLDWIDE FUND The mission of PATHS® Education Worldwide is to educate and inspire teachers, school communities and organizations that serve children and youth to strengthen social and emotional learning. The organization’s goal is to facilitate the development of caring and effective schools, well-being for teachers, students and families and positive educational outcomes for children.

THE SHOOT FOR THE FUTURE SCHOLARSHIP FUND

The Shoot For The Future Scholarship Fund was established to honor persons with spinal cord injuries who have overcome obstacles while displaying enthusiasm and perseverance. Most spinal cord injuries (60%) happen in young adults who are in the career development stage of life. Studies show that working after an injury improves quality of life, life satisfaction and adjustment, and educational attainment is the strongest predictor of returning to work.

DR. JOHN J. LENTZ MEMORIAL FUND Dr. John Lentz was often referred to as Dr. Public Health during his 44 year tenure as Director of Health for Nashville’s Lentz Public Heatlth Center. This fund memorializes Dr. Lentz, a native of Shelbyville and 1906 graduate of Vanderbilt School of Medicine, who dedicated his life to the health and well-being of this community and advocated for programs and services that saved many lives.

THE LITTRELL BLESSING FUND Brian Littrell, a member of the Back Street Boys has enjoyed great success as a performer. But he has not forgotten that he faced health problems as a child. From his own challenges, Brian and his wife Leighanne have a great desire to help children in need. They created this fund to support the causes they believe in.

APRIL AND ROBERT MARBURY FAMILY FUND MARTIN FUND FOR AT-RISK CHILDREN

The Martin Fund for At-Risk Children was established to support the extraordinary work being done by the Village of Hope in Zimbabwe and, should it cease to exist, by small, grassroots nonprofits uniquely serving the at-risk kids of Middle Tennessee or elsewhere.

LINDA PARGH MOSSMAN ENDOWMENT FUND

Linda Pargh Mossman comes from a family linked inextricably to Middle Tennessee’s philanthropic heartbeat for decades. This fund was established to ensure that those charitable passions emanating from her parents and adopted by Linda are, in time, passed down to her four children, thereby continuing the tradition: “ from generation to generation.”

NASHVILLE ACADEMY OF MEDICINE ALLIANCE SCHOLARSHIP FUND FOR NURSING

The Nashville Academy of Medicine Alliance (NAMA) was a group of physician spouses who volunteered their time to improve the health of the people of Nashville from 1927-2014. Early members furnished a chapel for General Hospital, rolled bandages during World War II, and promoted the Salk polio vaccine. As the decades passed, NAMA continued to play a vital role in keeping Nashville “well.” Members taught thousands of school children the importance of good health, built handicapped-accessible homes for Habitat for Humanity, and furnished playrooms at Vanderbilt Children’s Hospital and Nashville’s Ronald McDonald House. NAMA worked to end domestic violence, bullying, smoking, and AIDS, and raised hundreds of thousands of dollars for medical education.

34

•

T H E CO M M U N I T Y FO UNDATI O N O F M I D D LE TEN N ESSEE

BUDDY PIERCE AND MAGGIE P. SPEIGHT SCHOLARSHIP FUND FOR THE ARTS Siblings Buddy Pierce and Maggie Pierce Speight were born in Fulton, Mississippi. Their path from Fulton took them to different locations —for Buddy it was to Mississippi State University and for Maggie it was Nashville to start a job as bookkeeper for the Nashville Gas Company. Buddy traveled the world working for oil companies and in his spare time he visited music halls, museums and art exhibits.

Maggie attributes her love of the arts being born at a 1946 performance of the Nashville Symphony Orchestra. With the establishment of this fund, their hope is to help those with a love for the arts educate themselves and continue to make the world a more artistic place.

PHILIPPINE TYPHOON FUND Typhoon Haiyan made landfall in the Philippines in November 2013 as one of the most powerful storms recorded in history. Thousands perished in the storm, leaving in its wake miles of destruction. This Fund was established to support recovery efforts in the Philippines.

LAURIE P. POOLE SCHOLARSHIP FOR THE VISUAL ARTS FUND Laurie Poole, a native of Decatur, Ala., was always passionate about art.

After obtaining her Master of Art Education, she taught art at home (School of Discovery in Selma, Ala.; Nashville School of the Arts) and abroad (Internationale Schule Hamburg in Humburg, Germany).

Laurie’s art has been exhibited in galleries from Nashville to New York City to Norway. Laurie went out of her way to make you feel valued and cared for. In her true southern fashion, she always took the time to write a handwritten note of thanks. She was the first to recognize the efforts and accomplishments of those around her and the first to offer help. Laurie was a devoted educator who saw potential in students and helped them develop their artistic ability. To continue Laurie’s efforts, her parents, Patricia and Al Poole established the Laurie P. Poole Scholarship for the Visual Arts Fund.

THE PORTIS FAMILY FUND Carol Len, Scott and their three children are active and generous members of the community. The Portis Family Fund was created to give to charitable causes in our community.

THE RODES FAMILY ADVISED FUND DAVID AND MARY ROLLINS ADVISED FUND

ANNE L. SANFORD ADVISED FUND Anne Sanford was familiar with the work of community foundations before she established her own donor advised fund. Anne received a scholarship from The Winston-Salem Foundation as a Wake Forest graduate student. She had also made a contribution to an employee assistance fund established by her employer through The Community Foundation of Middle Tennessee.

THE ROBERT H. AND BARBARA A. SHANK CHARITABLE FUND This fund was established by Kathy (Shank) Gupton, her husband Scott and their children Jackson and Madison to honor the memory and lives of beloved parents, parents-in-law and grandparents. Mr. and Mrs. Shank provided the gift of friendship, kindness and love to many throughout their lives. The Guptons intend to use this fund to continue the spirit in which Robert and Barbara lived their lives and ensure the positive influences they provided through support of those in need.

Their hope is that the Shank’s legacy will touch lives for eternity.

JACOB SPRINKLE MEMORIAL SCHOLARSHIP FUND

Jacob Tyler Sprinkle, age 13, beloved son of Monique and Rick Sprinkle, was born November 10, 2000. Jacob was born with severe congenital heart defects which were surgically corrected and closely monitored throughout his life. At age 12, Jacob underwent surgery at Monroe Carell, Jr. Children’s Hospital at Vanderbilt to replace an aortic valve. After the surgery, Jacob’s heart would not restart the way it should have and he was diagnosed with full failure of his left ventricle.

Jacob was placed on an artificial heart to sustain him until he could receive a heart transplant. He suffered through multiple near death experiences while confined to the hospital. He fought his way back each time and refused to give up. He kept his faith and prayed not only for his healing but for the healing of the children that were his neighbors in the hospital. On January 18, 2014, he received a donor heart. On January 21, 2014, three days post-transplant, he died from a ruptured aorta.He never gave up, remained always faithful, and never cried a tear during his six-plus month ordeal. Jacob was only capable of loving people and had a genuine caring spirit for all around him.

GRANT EVERETT STARRETT FUND UNITED STATIONERS ASSOCIATE CARE FUND

The United Stationers Associate Care Fund provides short-term emergency financial support to associates who are facing financial hardship as a result of certain unforeseen and unpreventable circumstance and who are unable to afford housing, utilities and other basic living expenses. All US-based associates of United Stationers and any of its entities are eligible to apply, beginning on day one of employment.

The United Stationers Foundation launched the Fund, which can be supported by Councils and individuals who wish to contribute to the fund in support of fellow associates who may experience such a hardship.

TENNESSEE WILDLIFE FEDERATION ENDOWMENT FUND Tennessee Wildlife Federation’s mission is to lead the conservation, sound management and wise use of Tennessee’s wildlife and great outdoors. This Endowment Fund will provide resources for them to do so for generations to come.

TINY BUT MIGHTY FUND The Tiny But Mighty Fund was created to celebrate the unbreakable bonds between animals and their companions while also raising awareness and funding for animal welfare & rescue groups in the Middle Tennessee community. It honors the spirit of Chico, a miniature Chihuahua that passed away in 2013 from congestive heart failure, and is named for the inspiration he provided his owner, and to serve as a reminder that even the tiniest acts of kindness can make a mighty big difference.

TRUFORM MANUFACTURING WE CARE FUND The well-being of all Truform Manufacturing LLC employees is vitally important and a critical part of the organization’s future success. For that very reason, Truform Manufacturing has established the Truform Manufacturing We Care Fund to assist employees and their eligible dependents in times of crisis and serious financial hardships. These unforeseen and unpreventable circumstances, such as natural disasters, life threatening injury or illnesses or other catastrophic events can find employees facing housing, utility and other basic living expense shortfalls that’s where Truform Manufacturing wants to help.

DELANIE WALKER GIVES BACK FOUNDATION ADVISED FUND

Tennessee Titans’ tight end Delanie Walker established the Delanie Walker Gives Back Foundation with a clear vision in mind for impacting underserved youth in a positive way. The Foundation supports programs that promote education, encourage health and wellness, and ensure safety at home and on the road.

WATERTOWN HIGH SCHOOL SCHOLARSHIP FUND The Watertown High School Scholarship Fund will provide scholarships in support of WHS graduating seniors beginning in 2015 who demonstrate academic achievement and extracurricular and community (volunteer) activities. The Fund was created by Watertown Community Volunteers by the sale of bricks to be displayed in the new high school building.

KENT M. AND KAREN H WEEKS ADVISED FUND THE LOUIS S. YUHASZ, JR. MEMORIAL HEALTH FUND Louis Yuhasz established this fund in memory of his father —“Big Louie”—who weighed 550 pounds at the time of his death in 2001.

This fund will support organizations in the Middle Tennessee community committed to combating the childhood obesity epidemic.

WILLIAM R TABER, JR. ADVISED FUND Mr. Taber’s financial advisor recommended he establish this fund as a strategy to help streamline his active annual giving.

THE TENNESSEE 4-H FOUNDATION ENDOWMENT FUND Tennessee 4-H encourages diverse groups of youth to develop their unique skills and talents to the fullest potential. This Agency Endowment Fund ensures there are permanent resources for this important work serving Tennessee’s youth.

CF MT.ORG

•

35

The Community Foundation of Middle Tennessee

3833 Cleghorn Avenue • Nashville, Tennessee 37215-2519 • 615-321-4939 CFMT.ORG