Community Foundation of Broward: 2017 Report to the Community

Visionaries Innovators Entrepreneurs Doers

greater together

Community Foundation of Broward 2017 Report to the Community

The Foundation at a Glance

1984

$180 Million $13.2 Million 450 $9.3 Million $100 Million 29 $230 Million Top 100

Community Foundation of Broward was established

Assets managed by the Foundation

New gifts to the Foundation in 2017

Funds managed by the Foundation

Amount granted from Funds in 2017

Amount granted since the Foundation opened its doors

Number of “Community Builders” who created an endowed Fund with one million dollars or more

Amount of estate gifts promised to the Foundation

Ranked among the nation’s top community foundations for four years running

We gratefully acknowledge our friends who make this publication possible:

Harry T. Mangurian, Jr. Foundation, Inc.

The A.D. Henderson Foundation, Inc.

For Good. For Ever.

Visionaries Innovators Entrepreneurs Doers...

They never wait for others to solve the problem. They roll up their sleeves and get things done. They are compelled to make the community a better place and shape a vision for the future. They are our Fundholders.

These individuals have created personalized charitable Funds that are designed to change the world. They chose to be part of the Community Foundation of Broward because they believe, like we do, that more can be accomplished together than alone.

This report to the community celebrates the visionary thinking, innovative solutions, entrepreneurial spirit and results-driven action of our Fundholders. It provides an inside look at how we work together to bring their ideas and dreams to life. The report also serves as an invitation to others to join us in this work.

Together, we can empower promising futures, build a vibrant community and create healthy citizens.

We are GREATER TOGETHER.

Linda B. Carter President/CEO

Ramon A. Rodriguez Board Chairman

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Board of Directors The Community Foundation’s Board of Directors is widely regarded as the most passionate, involved and committed Board in Broward. Our 22 Board members are influential civic and business leaders who love this community and guide the Foundation on its mission to tackle major issues, unite the community, inspire philanthropy and transform lives.

They prove each day that we are GREATER TOGETHER.

Pictured L-R: Ramon A. Rodriguez, Bacardi L. Jackson, Margarita T. Castellon, Gary Bitner

Ramon A. Rodriguez, Chairman is chairman of the Board of Directors of Republic Services, Inc. He was president and CEO of Madsen Sapp Mena Rodriguez & Co. and founder of DME Corporation.

Ray presently serves on the boards of South Florida PBS Channel 2 as well as PBS. He is past chairman of the Florida Board of Accountancy and past president of the Florida Institute of Certified Public Accountants.

Bacardi L. Jackson, Vice Chairman is counsel and managing attorney for the Florida office of Tucker Law Group, LLC. As a trial and appellate attorney, she represents corporations, colleges and universities, government agencies and individuals in the areas of employment, higher education, personal injury, civil rights and constitutional law. She is active in the National Association of Minority and Women Owned Law Firms and Leadership Florida and also serves on the Broward College Foundation board.

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2017 report to the community

Louise F. Dill, Secretary is a retired bank executive with extensive sales and marketing experience in private wealth management. She has served on the boards of numerous organizations, including the NSU Art Museum and Broward Center for the Performing Arts Foundation. She currently serves on the Bonnet House Museum and Gardens board and is a Funding Arts Broward member. Louise provides sales and marketing consulting services to the nonprofit and for-profit sectors.

Steven W. Hudson, Treasurer is president of Hudson Capital Group. He is past chairman and longtime board member of the Humane Society of Broward County and serves on the executive committee of Broward Workshop. He graduated from Southern Methodist University in Dallas, Texas with a Bachelor of Science degree in Business Economics.

Pictured L-R: Doria M. Camaraza, Michael G. Landry , Louise F. Dill, Paige Hyatt , James Donnelly, Alice Lucia Jackson

Gary Bitner is president of Bitner Group. His firm represents leading businesses and organizations in South Florida and beyond.

He is a founder of the Worldcom Public Relations Group, the world’s largest network of independent public relations firms. Gary is an accredited member of the Public Relations Society of America.

Doria M. Camaraza is senior vice president/general manager for the American Express Company. She has been named an “Ultimate CEO” and one of the top 25 Most Influential Women in Business by the South Florida Business Journal. Doria is a board member and past chair of The Urban League of Broward County and a Broward Workshop board member.

Cynthia Borders-Byrd, At-large is managing member of C Borders-Byrd, CPA LLC, with over 32 years of experience providing external audit services. Cynthia served on FICPA’s executive committee and as chair of the Florida Board of Accountancy. She is a past board chair of Junior Achievement of South Florida and past treasurer of Delta Sigma Theta Sorority.

She is currently serving as president of the Fort Lauderdale Chapter of the Links, Incorporated and as chair of the Board of Accountancy Probable Cause Panel.

Margarita T. Castellon has served in the Florida and U.S. Capitols in government and business relations.

She leads the AT&T team, which meets telecommunications needs of government and education entities in Broward and has a long record of business and nonprofit community service. Margarita is the recipient of the Economic Development Leadership Award of the Greater Fort Lauderdale Alliance and the President’s Volunteer Service Award.

James B. Davis is a shareholder at Gunster and Tax Practice group leader. He focuses on estate planning, employee benefits and entity taxation. Jim is rated Band 1 in Chambers USA and is a Preeminent AV Rated attorney in Martindale.

He serves as an adjunct professor at the University of Miami Law School.

James Donnelly is founder and CEO of the Castle Group. He is a CPA, entrepreneur and philanthropist.

He is chairman of the Broward Workshop and sits on the LeMieux Center for Public Policy board of advisors. James is a NSU Huizenga School of Business Hall of Fame member, past chair of the Florida Young Presidents’ Organization and South Florida Business Journal “Ultimate CEO.”

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Board of Directors

Pictured L-R: James B. Davis, Kim Sweers, John Offerdahl, David Ratcliffe, Stacy Ostrau, Steven W. Hudson

Edward T. Hashek, At-large has more than 40 years of IT experience in the banking industry leveraging technology.

He worked with FIS, the world’s largest provider of banking and payment technologies. Ed served as a Trustee for the Milwaukee Art Museum, board president of AIDS Resource of Wisconsin and board member of the Milwaukee Repertory Theatre.

He is currently on the board of the Island City Stage Theatre.

Paige Hyatt is an engaged community leader in Broward County. Her volunteer leadership roles include Friends of Jack & Jill Children’s Center, Florida House, University of Miami’s Forum on Women’s Health, PAWS, Lauderdale Debutante Presentation Committee, Memorial Hospital’s Pink Angels, and Fort Lauderdale Alumnae Panhellenic. She has been an ambassador of the Foundation since its inception, supporting operational efforts and special interest fundraising over the years.

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2017 report to the community

Alice Lucia Jackson recently completed a 34 year career in commercial real estate as senior vice president of Jones Lang LaSalle. Her honors include the 2017 Lifetime Achievement Award by her business peers, 2017 Magnolia United Way Leadership Award, 2009 Office Broker of the Year and Power Broker from 2006-2015. She is a Leadership Broward graduate, a Tocqueville Society member and serves on the National Advisory Board for the Breast Cancer Research Foundation.

Anne K. Joyner formerly served as the agency coordinator of Cities in Schools and co-owned a meeting and convention planning service. Anne has served on the boards of Stranahan House, Broward Outreach, Greater Fort Lauderdale Film Festival, Junior League of Greater Fort Lauderdale, Jack & Jill Children’s Center and the University of Miami’s Forum on Women’s Health.

Michael G. Landry has been involved in the asset management business since 1972. He owns Landry Trebbi Investment Corp., which holds The Pillars Hotel in Fort Lauderdale, an internationally-renowned boutique luxury hotel. He is on the boards of the Broward Center for the Performing Arts, Broward Workshop and Jack & Jill.

Jarett S. Levan is president of BBX Capital Corporation, a diversified holding company, and a member of the board of directors of BBX Capital and Bluegreen Vacations.

Jarett serves on the boards of Broward Performing Arts Foundation, Broward Workshop, Greater Fort Lauderdale Alliance, the Ambassadors Board of Nova Southeastern University, and Business for the Arts of Broward, and is an active member of the Miami Chapter of Young Presidents’ Organization.

Pictured L-R: Cori Flam Meltzer, Anne K. Joyner, Jarett S. Levan, Edward T. Hashek, Cynthia Borders-Byrd, Kurt D. Zimmerman

Cori Flam Meltzer is an attorney, a Florida Supreme Court certified mediator, and the principal of CFM Mediation. She is a frequent lecturer on mediation and negotiation strategies as well as how women can be more effective negotiators. She co-created “Make Like a Magnet,” a business development workshop for women attorneys. Cori is a co-founder and vice chair of the board of City Year Miami and a member of Leadership Florida Class XXXII. John Offerdahl operates six Offerdahl’s Off-The-Grill restaurants. In 1990, he founded Offerdahl’s Bagel Gourmet before it merged into Einstein Bros. Bagels. From 1986 to 1993, John was a 5x All-Pro middle linebacker for the Miami Dolphins. He is a former chairman of the National Christian Foundation of South Florida. Since 2010, John annually hosts the Gridiron Grill-Off Food & Wine Festival to support local charities that “Feed the Needs of Those in Crisis” throughout South Florida.

Stacy Ostrau is executive director for the RDK Melanoma Foundation, a skin cancer preventive education organization. She was previously director of community relations for the Sun Sentinel, responsible for management of the community and charitable giving programs providing $4 million annually in grants and in-kind support. Stacy has served in leadership roles in a number of nonprofit organizations, including Broward Partnership for the Homeless, Business for the Arts Broward and Special Olympics.

David Ratcliffe recently retired as managing director and national philanthropic sales executive for U.S. Trust where he oversaw institutional and private philanthropy nonprofit sales and consulting. He has had strong involvement with the Community Foundation since its inception. He has served in board and leadership positions with the Florida Grand Opera, Florida Philharmonic, Broward County Library Foundation, Planned Giving Advisory Council of the Museum of Modern Art and the New York Public Library.

Kim Sweers is managing partner of FB Marine Group.

She currently sits on various community boards and is an active member of the Broward Workshop, Fort Lauderdale Chamber of Commerce, Marine Retailers Association of America, the Marine Industries Association of South Florida and Florida Yacht Brokers Association.

Kurt D. Zimmerman has practiced law for over 27 years in the area of trusts and estates. He serves on the governing boards of the Broward Performing Arts Foundation and the YMCA of South Florida. Kurt is a graduate of the University of Michigan where he was a First-Team Academic All-Big Ten athlete.

He received his law degree from Vanderbilt.

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Past Board of Directors Suzanne Y. Allen

Bernardo B. Fernandez, Jr.

Raymond H. Leightman

Leonard Robbins*

W. George Allen

George E. Gadson

Armando Leighton, Jr.*

Sally J. Robbins

Bob Avian

Linda L. Gill

Susie Levan

Roy L. Rogers

Elliot B. Barnett*

Daniel E. Gordon

Alan J. Levy

Jacquelyn Rogow

Richard A. Berkowitz

Wilson B. Greaton, Jr.

Marsha O. Levy

Barbara Roti

Francie Bishop Good

Howard Greenberg

Herschell Gordon Lewis*

John W. Ruffin, Jr.

James J. Blosser

Barbara Grevior

Jack R. Loving

Maria T. Sanjuan

Nancy W. Blosser

William Gundlach

Anne B. MacLean

Tony Segreto

Holly Bodenweber

Steven J. Halmos

Patricia L. Mahaney

William L. Shillington

Francis B. Brogan, Jr.

Frank E. Helsom

Mark R. Maller

Christopher L. Smith

Anthony Brunson

Robert J. Henninger, Jr.

Wendy Masi

William A. Snyder

Gale M. Butler

Frederick L. Hicks

John C. McKeon

Raymond C. Southern

Rita Case

David W. Horvitz

H. Kent Mergler

George E. Sullivan

Barbara R. Castell

William D. Horvitz*

Virginia I. Miller

William F. Sullivan

D. Keith Cobb

Walter E. Howard

Frederick V. Miller*

Paul C. Tanner

Joan K. Crain

Marti Huizenga*

Joseph R. Millsaps*

J. Kenneth Tate

Jan C. Crocker

Edwin A. Huston*

Albert J. Miniaci

Judith M. Thiel

Jan R. Cummings

R. Stephen Hyatt

Karen Mitchell Curran

Norman D. Tripp

Ward J. Curtis, Jr.*

Joseph E. Jack*

Chris Mobley

Leslie C. Tworoger

Shaun M. Davis

Nona L. Jones

James W. Monroe

Jose B. Valle

Elizabeth C. Deinhardt*

Janet C. Jordan

Jan Moran

Elaine Vasquez

John B. Deinhardt*

Robert B. Judd

Thomas P. O’Donnell*

Douglas J. Von Allmen

Louise F. Dill

Thomas O. Katz

A. Gordon Oliver*

John M. Walsh

Patricia Du Mont

Patricia R. Kearns

Charles L. Palmer

Steven H. Woods

Katherine M. Eggleston

Stewart R. Kester, Sr.*

Arlene Pecora

Richard L. Engberg

James B. LaBate

Carlos J. Reyes

Leonard L. Farber*

Christine L. Lambertus

Mary Riedel

L-R: Nick Masi and Past Board Member Wendy Masi, Jim Cummings and Past Board Member Jan Cummings

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GREATER TOGETHER

2017 report to the community

As of June 30, 2017 *Deceased

L-R: Board Member Cori Flam Meltzer and Past Board Members Mary Riedel and Patricia Du Mont

Your Charitable Fund The Community Foundation of Broward helps individuals, families and organizations create personalized charitable Funds that deliver game-changing philanthropic impact.

A charitable Fund is the most modern and effective way to unlock the full potential of every dollar you give. It’s a highly-personalized tool uniquely designed to reflect your values, passions and goals.

Ultimately, a Fund at the Foundation enables smart people, like you, to leverage our philanthropic know-how and community expertise to create the change you want to see in the world.

A charitable Fund is today’s powerful alternative to conventional private foundations. Your Fund keeps you involved in your giving, carries on your family name and delivers the service you expect from the region’s most experienced team of philanthropic experts.

If you are ready to become a force for positive change in your community – we invite you to establish a Fund today.

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Our 8-Point Promise to You When you establish a Fund at the Community Foundation of Broward, you open the door to a world of exclusive benefits and personalized services not available at most major financial institutions. You also become part of a distinguished group of philanthropists who proudly make a difference in the lives of others.

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Your Fund is All About You When your giving mirrors who you are, it feels good o and it makes a bigger difference. Our Values 360 process helps you create a crystal clear vision that serves as a roadmap for your philanthropy. This is the first step in creating a tailor-made charitable Fund that reflects your individual values and enables you to have the greatest possible impact on our community.

“Finally, I had a real game plan to make a difference when it came to the causes I care about. It helped me make sense of my philanthropy.

My giving suddenly became more strategic and meaningful.”

- Jacqueline Niehaus, Fundholder

There’s a Full-Service Team at Your Fingertips We know that philanthropists are most effective when they spend their time giving, so we have created an environment where you can ditch the paperwork and focus exclusively on supporting the causes you care about. Our expert staff handles all accounting, IRS compliance, administration, investment and oversight of your Fund.

We’re your back-office team.

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You Get Your Own Personal Consultant Your charitable funds manager (CFM) is your dayto-day source for all things philanthropy – your personal concierge. You’ll get in on the ground floor of the newest and most innovative special projects, often before they’re made public. Your CFM also researches issues and organizations on your behalf so you can give with confidence. Your impact will come to life through engaging site visits, and you’ll have peace of mind knowing that your CFM keeps your Fund aligned with your goals.

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GREATER TOGETHER

2017 report to the community

Charitable Funds Manager Amanda Kah provides personalized one-on-one support to Foundation Fundholders Nancy Bryant and Jerry Taylor.

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You’re Invited to Exclusive Events that Educate and Inspire As a Fundholder, you’re invited to fun and educational events that explore the big issues facing our community and offer a behind-the-scenes look at the Foundation’s work. You’ll engage with local and national leaders, see philanthropy in action, and hear from best-selling authors, astronauts and Olympians. Our exclusive events also give you a chance to meet and network with other Broward philanthropists.

L - R: Past Board Member General James Monroe, Foundation Vice President of Grants and Initiatives Sheri Brown and Broward County Public Schools Superintendent Robert Runcie at one of the Foundation’s exclusive Food for Thought events.

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You See the Difference You’re Making – In Person There’s nothing like seeing your impact in action. You can take part in guided site visits where you’ll get to know the people and places benefiting from your generosity. Fundholders have visited the labs of leading cancer researchers, toured a community garden with young people learning job skills, and visited shelters to connect with struggling families. These visits enable you to check out different organizations before you give.

L-R: NSU Researcher with Foundation Charitable Funds Manager Justine Morgan, Selma Savage (Fundholder), Foundation Director of Philanthropic Services Alyson Warner, and Tom Savage (Fundholder)

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You Receive Our Award-Winning Magazine

Fall 2017

Community Foundatio n

As a Fundholder you receive an exclusive subscription to our awardwinning Community Matters magazine. Each issue provides an in-depth look at the big issues affecting our community and how philanthropy is making a difference. You’ll stay connected with the Foundation through features about our events, and the latest news about the exciting ways we work with Fundholders to change our community.

You Have Online Access to Your Fund You will have 24-7 access to PhilNet, our secure online Fund management tool. PhilNet makes it easy to discover new grant opportunities, make on-the-spot grant recommendations, review your giving history and see your Fund balance.

You can stay connected to your philanthropy anytime and anywhere from your smartphone, tablet or computer.

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You Always Know What’s Happening With Your Fund We’re serious about keeping you informed.

Your quarterly Fund statement includes your Fund balance, investment income, grants disbursed, Fund expenses, new gifts made to your Fund, and the balance available for grant making. Your annual Fund snapshot is a summary of grants made from your Fund. It includes inspiring stories about the difference you’re making in the community.

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FUNDHOLDERS WHO CHANGE THE WORLD MARY MACKENZIE The INNOVATOR Long before Steve Jobs and Jeff Bezos, Mary Mackenzie was an innovator. In the 1950s, she refused to sit by and watch as women were forced out of their jobs because they were pregnant. Her answer was to open a store offering professional clothes for women who were expecting.

Her innovative outfits helped countless women stay employed.

Mary loved solving tough problems and helping other people.

After she sold Motherhood Maternity, which had grown to 270 stores, she wondered how she could use philanthropy to continue making a difference.

Mary was introduced to the Community Foundation of Broward by her attorney William Sullivan of Portley & Sullivan.

He knew the Foundation was tackling the community’s biggest issues and could be trusted to help Mary accomplish her goals through her estate plan.

The Mary and Alex Mackenzie Community Impact Fund was created at the Community Foundation of Broward when Mary passed. The Foundation is keeping its promise to focus her giving on the most pressing issues of the day. In the same way she lived her life, Mary remains on the cutting-edge and continues to blaze new trails.

JOHN RAU The VISIONARY

Like famed astronomer and educator Carl Sagan, John Rau had a passion for the universe. John was awed by Neil Armstrong’s first steps on the moon.

If given the chance to do it all over again, he would have tried to become an astronaut instead of working in industry. As time went on, the nation’s declining interest in space saddened John and he wanted to do something to inspire future generations to explore the great beyond.

John’s attorney Christy Lambertus of Lambertus and Lambertus, P.A., introduced him to the Foundation based on our experience helping philanthropists focus their giving to achieve specific goals. John was confident we could bring his idea to life.

After he passed, the John H. Rau Space Education Fund was established through his estate plan to create a new generation of astronauts and space scientists. His generosity is making it possible for today’s kids to reach heights he only imagined in his lifetime.

LOU and MAY JEAN WOLFF The doers John D. Rockefeller famously said “Think of giving not only as a duty but as a privilege.” Community Foundation of Broward Fundholders Lou and May Jean Wolff clearly ascribe to the same philosophy. They have done a lot of good for a lot of people through philanthropy.

Their dedication to family and strong sense of community is what drove them to create their own private foundation.

However, 13 years ago they were at a turning point.

“Lou and I wanted philanthropy to continue to play a central role in our family life,” said May Jean. “But we didn’t want to place the complexity of managing a private foundation on our four children.”

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GREATER TOGETHER

2017 report to the community

Lou and May Jean’s professional advisors Jim LaBate of Morgan Stanley Smith Barney LLC and Joan Crain of BNY Mellon Wealth Management both recommended that they partner with the Community Foundation of Broward to transition their private foundation into the Lou and May Jean Wolff Family Foundation Fund.

Now, they are able to focus their attention entirely on the joy of giving to causes that align with their personal values. This includes a shared passion for education that has led to their ongoing support of scholarships to Broward College students.

“In many ways, the Community Foundation serves as an extended family to us,” emphasized May Jean. “The Foundation connects us all to the community – and to each other. Going on site visits and seeing the smiling faces of the people I’m helping warms my heart, and the Foundation’s educational events both inspire me and keep me up-to-date.”

The Mary and Alex Mackenzie Community Impact Fund has already provided: Hundreds of struggling students with access to the latest reading and math programs to help them develop the skills needed to graduate from high school.

More than 20 Broward women with help overcoming legal issues, accessing college and finding better jobs to put them on a path to prosperity.

Hundreds of people age 80+ with the support they need to live life to the fullest and age in place.

2008 Mackenzie Estate Gift

$12.2 Million

MaCkenzie Grants to date

$5.3 Million

Mary’s Fund has helped Carissa return to school and pursue a career in criminal justice - creating a better life for her family.

2017 Mackenzie fund value

$14.3 Million

The John H. Rau Space Education Fund has already: Created a space camp where 150 students were inspired with an educational trip to Kennedy Space Center.

Enabled hundreds of people to observe the training of astronauts underwater through an award winning documentary.

Brought astronauts and noted physicists to teach college students math and science to help inspire them to become rocket scientists.

2012 Rau Estate Gift

$1.2 Million

RAU Grants to date

$281,000

John’s Fund creates a vibrant community by inspiring young people to dream big.

2017 RAU fund value

$1.38 Million

The Lou and May Jean Wolff Family Foundation Fund has already provided: 1,250 nights of shelter, meals and supportive services to homeless men, women and children through The Salvation Army.

825 families with emergency food assistance through LifeNet4Families.

One full year of academics counseling, life skills training and community service projects for adolescent girls through the Pace Center for Girls.

Total Wolff Gifts

$1.4 Million

L-R: Scholarship recipient Luz Rojas, Nancy Botero, executive director of Broward College Foundation, with Foundation Fundholder May Jean Wolff

Wolff Grants to date

$800,000

2017 wolff fund value

$1.45 Million

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COMMUNITY BUILDERS Community Builders are generous philanthropists who establish endowed Funds with a gift of one million dollars or more. They’re bold leaders who define the future of our community by creating change instead of leaving it to chance. They know we are GREATER TOGETHER.

Sue and Jim Acheson Jim Acheson’s grandfather helped Thomas Edison create the light bulb. This inquisitive spirit has, for three generations, inspired the Acheson family to improve their communities.

Jim and his wife Sue established the James C. Acheson Fund to support innovative projects.

Marion T. and Percy P. Archibald Marion wanted to honor her marriage to her husband, Percy, by giving back to the radio programs that kept her company after he passed away. Marion created the Percy P. and Marion T. Archibald Fund to support public broadcasting, the sight-impaired, and paramedics and their families.

Sally and Frank Atlass A shared passion for boating drew Sally and Frank to Broward. Frank established Atlass Insurance in 1981 and built the company on the philosophy that “specialization makes hard problems simple.” To invest in a brighter future for our community, when Frank sold the business, they created the Sally and Frank Atlass Charitable Fund.

James I. Coddington, Jr. Born in New Jersey, James lived in Virginia, New York, Nantucket and Chicago, but finally put down roots in Lauderdale-by-the-Sea. He believed good health was the right of all. The James I. Coddington, Jr. Charitable Fund improves the health of all those in his beloved community.

Randy And Larry Cotter When Randy and Larry Cotter lost their sister Elizabeth to cancer, they wanted to honor her accomplishments as a teacher and Olympic equestrian. To educate youth, help animals and support equestrian programs for children they established the Elizabeth Cotter Memorial Fund.

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GREATER TOGETHER

2017 report to the community

Libby and Jack Deinhardt Libby and Jack Deinhardt’s bold leadership united community leaders in Broward to bring out the best in strategic philanthropy. They established the Community Foundation to connect people who care with causes that matter.

The Libby and Jack Deinhardt Funds empower the Foundation they created to forever respond to the changing needs of the community they loved.

Leonard and Antje Farber Originally from New York, Leonard Farber, a pioneer in the development of suburban shopping centers, changed the retail landscape of South Florida in the 1970s.

He was also a founding Community Foundation Board member. Leonard and his wife Antje established the Leonard and Antje Farber Endowment Fund to improve the welfare of our most vulnerable residents.

Dorothy and Harold Franks To honor his wife, Dorothy, who battled cancer and arthritis, Harold established three Dorothy and Harold D. Franks Funds at the Foundation. They support research into both these diseases and address the urgent needs of the beloved community Harold called home for 60 years.

Richard Frisby Born in Indiana, Richard Frisby joined the U.S. Navy to see the world. He returned home and used his natural business acumen to open a chain of successful men’s fine clothing stores in South Florida, New York City and Maine. He created the Richard Frisby and Edward Burkhart Fund to make a lasting impact on the causes he cared about in the LGBT community.

Gertrude Gray A graduate of Albion College at a time when few women were even admitted to universities, Gertrude believed passionately in education. The Gertrude Gray Memorial Scholarship Fund was established to provide college scholarships to Broward high school students.

Frederick W. Jaqua By setting up the Frederick W. Jaqua Fund, Frederick wanted his legacy to preserve the quality of life in our community. He valued excellence and understood the many components that must come together to assure a healthy, vibrant community.

Harriet and Jack Kaye Harriet and Jack were enthusiastic patriots.

It was important for them that young people learn firsthand the intent of our Founding Fathers, so they established the Jack and Harriet Kaye Fund to help Broward students attend Spirit of America conferences in Valley Forge, PA. Ginnie and Dick Kearns Ginnie and Dick first met as infants, beginning a life-long love. Along the way, they raised two children, worked hard to build successful businesses and developed a strong family tradition of helping those in need. Through the Kearns Family Foundation Fund, their family values will shape their philanthropy for generations to come.

Stephen A. Keller Stephen was a successful industrialist who was proud of taking each business he ran to new heights. Many Stephen A. and Ethel L. Keller Funds were created by him using the same thoughtful and strategic approach to his philanthropy as with his business. The Funds will promote the arts, provide family services and assist in the leadership work of the Foundation.

Kiwanis Club of Fort Lauderdale Since 1923, members of Kiwanis Club of Fort Lauderdale have led efforts to improve the lives of all those living in our community. They established the Kiwanis Club of Fort Lauderdale Charitable Fund and Kiwanis Club of Fort Lauderdale Scholarship Fund to support youth in need, affordable housing, civic well-being and education.

Mary Mackenzie Founder of the multinational clothing empire Motherhood Maternity, Mary was born in Cairo, Egypt, and built her business in California.

She chose South Florida as her residence and home to her charitable legacy through the Mary and Alex Mackenzie Community Impact Fund.

Everett H. Metcalf, Jr. A World War II veteran, Everett was always engaged in the community, serving as a yacht club commodore and leader of civic clubs and charities. The Everett H. Metcalf, Jr. Unrestricted Fund informs and connects Broward. He was resolved to take care of the community that had given him so much.

Rose Miniaci Rose’s support of music, dance and theatre programs in Broward is remarkable.

Her love of the arts and compassion for others guided her to establish the Rose Miniaci Family Fund in support of arts and educational opportunities for children.

Jim and Jan Moran From humble beginnings in Chicago, automotive pioneer Jim Moran founded JM Family Enterprises, the world’s largest distributor of Toyota cars. Jim and Jan established the Youth Automotive Training Center for at-risk youth, and campaigns to improve health care, education and family services.

Jim and Jan Moran’s family of Funds continue to support our community.

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COMMUNITY BUILDERS Mary N. Porter Mary’s philanthropic spirit was evident from a young age when she delivered food to needy families during the Depression.

For more than a decade, Mary worked with the Foundation to maximize the impact of her giving. Her estate plan created four Mary N. Porter Funds to ensure the Porter name will forever nourish this community with a $43 million gift.

Francis A. And Adeline M. Sines Del and Francis traveled the world believing their adventures helped them understand the needs of others. To honor Francis when he passed away, the Francis A. and Adeline M. Sines Memorial Fund was opened by Del. She religiously attended the Foundation’s education events and relied on its staff to help her support causes that reflected her values.

John H. Rau When John was a child, the science fiction of space flight captured his imagination. A successful stock investor, John’s passion for space exploration found expression through the John H. Rau Space Education Fund. His Fund now supports NASA space camps and other programs that inspire people to learn about the universe.

Helen Wyatt Rust Stoykov Helen wanted her legacy to honor her husband’s memory while investing in her life’s passions. The Helen and Frank Stoykov Charitable Endowment Fund now invests in music, art and animal welfare.

Gloria and Alvin Ross Alvin served his country in World War II. He returned to his hometown in New Jersey where he and his wife, Gloria, built a successful modular home business and raised four children. They created the Alvin and Gloria Ross Community Care Fund to support caregivers who improve the lives of individuals with dementia.

Louise B. and Joseph S. Rumbaugh Joseph believed that the arts were a catalyst to a more creative community.

His dream to light the creative spark in children and adults was accomplished in 1999 when he established the Joseph S. and Louise B. Rumbaugh Fund to support deserving nonprofits.

Carole and Steve Scott In 1957, Steve Scott’s family established one of the nation’s first Datsun/Nissan dealerships. After Steve sold the business, he and his wife Carole turned to the Foundation to create The Scott Family Fund to help Broward thrive now and into the future.

14

GREATER TOGETHER

continued

2017 report to the community

Elaine and Dr. Erwin M. Vasquez As hands-on philanthropists, the Vasquez family is committed to helping the elderly receive better medical and social services. They established the Erwin M. Vasquez, M.D. and Elaine Vasquez Family Foundation Fund that encourages innovative programs to assist the elderly.

May Jean and Lou Wolff Lou designed the landmark Kenann building (now Citibank) in Fort Lauderdale. Lou and his wife May Jean’s combined sense of community responsibility compelled them to establish the Lou and May Jean Wolff Family Foundation Fund to help people become self-sufficient so they can, in turn, give back to others.

Anonymous One philanthropist created a Fund to support the needs identified by the Community Foundation through her estate. Her family’s wish to remain anonymous is honored to this day.

As of June 30, 2017

Celebrating COMMUNITY BUILDERS The Foundation welcomed Kiwanis Club of Fort Lauderdale, Sally and Frank Atlass and Richard Frisby as its newest Community Builders with a cocktail party and celebration on March 2, 2017. Pulitzer Prize winning author Dave Barry who wrote the book entitled, “Best. State. Ever. A Florida Man Defends His Homeland,” served as guest speaker.

Top Left Photo L-R: Foundation Board Member Bacardi Jackson with Community Builders Sally and Frank Atlass Top Right Photo L-R: Jon Krupnick, Guest Speaker Dave Barry and Elaine Krupnick Middle Photo L-R: Members of Kiwanis Club of Fort Lauderdale Steve Joiner, Debbie Block, Eleanor Dixon, Merv Dixon, Larry Davis, Arpad Papp, Terra Sickler, Jim Martin, Rosina Lenardson, Charlie Stoll, Ann Clark, Bill Holland and Charles Woldenberg Bottom Left Photo: Chad Goff cuts the ribbon from Richard Frisby’s Community Builder plaque

CFBroward.org

15

LEGACY SOCIETY The Legacy Society of the Community Foundation of Broward honors compassionate visionaries who have included the Foundation in their estate plans. Legacy members are a force for good, connected by a common vision to create a brighter future for our community. They know that we can be GREATER TOGETHER. Suzanne Y. and Edward R. Allen Jeannette Archer-Simons and Robert E. Simons Carla and Giorgio Arra William W. E. Ash, III Ann M. Bederman Muriel B. Biskup David C. Bland Lisa A. Bonk Richard A. Bray Rod Breene Nancy L. Brown Anita and Ralph M. Byer Cynthia and Jim Caird Melanie M. Camp Linda B. and R. Michael Carter Rita and Rick Case Barbara R. Castell Bonnie and James Collins Carol Cooper Jan C. Crocker Jan R. and James A. Cummings Carolyn Davis and Ned Black Maggie and Jim Dunn Doris D. Emmett Lorraine and Gerald Farmer Donna Fisher-Williams Elisa R. and Barry H. Goldman Mitchell E. Grant Barbara T. Gray Barbara and Arnold Grevior Madelaine and Steven J. Halmos Ed Hashek and John Jors

16

GREATER TOGETHER

2017 report to the community

Richard Helligas Roberta M. and Frank E. Helsom Ronald Herron William Victor Higdon Jane N. Huston Lesley Mitchell Jones Emerson W. Kanode Cindy and Laurence M. Kashdin Richard O. Kearns Brigitte Kimmich Victoria C. Kirby Walter W. Krueger David B. Kyner Lynn and James B. LaBate Marcy Lambert Christine L. and Arthur W. Lambertus Kevin Lane Robert Lichtenstein Thomas H. Lindsey Gabriele E. Magdanz MP and James Malone Patricia Martinez Virginia M. McCormick James D. McKenzie Greg Medalie Jo Ann K. and Donald B. Medalie Daryl G. Miller Virginia I. and Thomas J. Miller Jan Moran Kent and Carolyn Morgan Jacqueline Niehaus Nanette Olson Dorothy M. Osterhoudt

Pat Owen Susan Nolan Palmer Sarah and Scott Parker Ann S. and Robert O. Powell David E. Ratcliffe Nancy and Dave Reierson Sally J. Robbins Hugh E. Root Charles L. Ross Gloria Ross Alice J. Rutten Franklin R. Schmidt Carole and Steve Scott Grace Dudleck Shepherd Patricia A. Shub Eugene C. Smith and David A. Moon Fred G. Smith Hilda and Theodor M. Sokolowski William C. Spencer J.R. Steele Sandy and J. Kenneth Tate Sondra R. Title Richard J. and Gregory D. Unwin Moore Melba Urbanek Paula Valentine Elaine Vasquez Charles L. Verner Janice Weintraub and Irwin Weideger Dixie E. Wheeler June Wise May Jean and Lou Wolff Kurt D. Zimmerman As of June 30, 2017

HONORING OUR LEGACY SOCIETY The Community Foundation held its annual Legacy Society Luncheon on February 2, 2017, to celebrate our Legacy members who have promised a record $230 million in estate gifts to the Foundation. NASA Astronaut Story Musgrave served as guest speaker.

Top Left Photo L-R: Walter Krueger and Frank Helsom Top Right Photo: Joan Crain of BNY Mellon Wealth Management, 2017 Legacy Luncheon presenting sponsor Middle Left Photo: Cindy and Jim Caird Middle Right Photo L-R: Astronaut Story Musgrave and Ann Powell Bottom Left Photo L-R: Foundation Board Member Alice Jackson with Gerry and Lorraine Farmer

CFBroward.org

17

ISSUES THAT MATTER The Community Foundation of Broward believes that the positive change we create together is far greater than what we could ever accomplish alone.

The Foundation is a community leader that brings together philanthropists, nonprofit organizations, government and corporations to create innovative solutions to Broward’s most pressing issues. We ask the tough questions and push beyond the status quo which enables people to work together, be more creative and think bigger.

On the following pages you will find many examples of how our Fundholders are moving the needle on major issues affecting our community. Together, we empower promising futures, create healthy citizens and build a vibrant community.

Plantation Middle School

Together, we empower promising futures School is Cool

We will increase the graduation rate to 90 percent by focusing on middle school success.

Broward students must be prepared to compete globally, and graduating from high school is a key step. Middle school is a critical fork in the road because failure in the ABCs (attendance, behavior and the core subjects of math and reading) predicts students are 80 percent more likely to drop out.

Grants from Foundation Funds, including the Everett H. Metcalf, Jr. Unrestricted Fund, Lawrence A. Sanders Fund to Promote Literacy and The Huizenga Fund for Children, have advanced this work.

18

GREATER TOGETHER

2017 report to the community

•

18 Broward middle school principals have collaborated over the past five years to create innovative strategies designed to help 4,000 low performing students succeed

•

60 percent of the lowest performing students at 10 Broward middle schools raised their reading and math grades to a C or better with help from the Museum of Discovery and Science, Urban League and others

• 10 students who were once struggling in middle school will graduate from high school in spring 2018 with college scholarships

ECONOMIC INDEPENDENCE

By providing a hand up and not a hand out, we Will move struggling families from surviving to thriving.

Broward is one of the least affordable places to live in the nation with more than half of our workers living paycheck to paycheck. One crisis can spiral them into poverty making them dependent on public assistance.

Grants from Foundation Funds, including the Frederick W. Jaqua Fund, Tate Family Foundation Fund and Kathryn E. and Robert S. Smith Family Charitable Fund, have advanced this work.

• 231 adults are now employed after participating in job skills, career readiness and certificate programs through grantees like Jack & Jill Children’s Center and Legal Aid Service of Broward County • 273 adults are pursuing their GED, learning a trade or attending college through help provided by Arc Broward, HOPE South Florida and others • 67 adults have moved into stable housing with help from House of Hope

YOUTH WORK

By shaping tomorrow’s workforce today, young people will gain critical skills to shape their lives and future careers.

Nationwide employers report “people skills” are missing in today’s applicants. Work experiences during adolescence develop these essential life skills. We must reduce barriers and increase opportunities for youth to gain access to employment, internships and apprenticeships.

Grants from Foundation Funds, including the Mary and Alex Mackenzie Community Impact Fund, Jim Moran Children’s Fund and Muriel T. Campbell Memorial Fund, have advanced this work.

• 153 young people ages 14-21 have found jobs and are getting a paycheck through grantees like FLITE Center and Fruitful Field •

320 youth are better prepared to enter the workforce after taking part in job shadowing and internship programs through grantees like Taylor’s Closet and 4Kids South Florida

• 80 youth learned about computer coding, tech jobs and entrepreneurship through the Network for Teaching Entrepreneurship

BROWARD PRIDE

We will foster acceptance and inclusion throughout Broward and stand in solidarity with our LGBT neighbors.

The spirit of our community must always be one that accepts people for who they are. The LGBT community deserves to live openly and be accepted without stigma or discrimination.

•

500 students at five Broward high schools learned about acceptance and inclusion though an interactive conversation following performances by Gay Men’s Chorus of South Florida

Grants from Foundation Funds, including the Gay and Lesbian Broward Community Fund, Bank of America Unrestricted Fund and John C. Graves Charitable Fund, have advanced this work.

•

•

40 LGBT students at three Broward County Public Schools are learning how to identify and deal with discrimination and bullying through innovative role play activities led by Equality Florida 15 LGBT youth received internships where they felt accepted and career guidance through SunServe

CFBroward.org

19

ISSUES THAT MATTER

continued

Together, We Create Healthy Citizens

Nova Southeastern University

Together, we CREATE HEALTHY CITIZENS CANCEL CANCER

We will advance local breakthrough cancer research and life-saving clinical trials that are easily accessible to all residents.

With one in four of our neighbors diagnosed with cancer each year, cancer is a disease that is a concern for all.

We believe every resident should have the very best treatment and support right here in Broward.

Grants from Foundation Funds, including the James I. Coddington, Jr. Charitable Fund, Harold D. Franks Cancer Fund, Gene and Collette Herman Family Fund and Donald Vander Linde Fund, have advanced this work.

20

GREATER TOGETHER

2017 report to the community

•

174 cancer patients have been matched with the right therapies through precision medical molecular testing at University of Miami-Sylvester Comprehensive Cancer Center and Holy Cross Hospital

• 400 women and their families have received support and cancer education through Gilda’s Club • 160 patients have been transported to and from treatment through the American Cancer Society’s Road to Recovery program • A promising new drug to defeat brain tumors is being developed by researchers at Nova Southeastern University

DIGNITY IN AGING

We will ensure residents 80 and older have a safety-net that allows them to live life to the fullest.

Goodman Jewish Family Services

Broward has Florida’s fastest growing population of people age 80+. All people deserve to age well and enjoy their golden years. However, many seniors struggle to maintain a good quality of life. Faced with isolation, lack of caregiver and emotional support, and insufficient resources, our elders are challenged day to day.

Grants from Foundation Funds, including the Alvin and Gloria Ross Community Care Fund, Berta Hierschl Fund, Frank P. and Blanche S. Buck Fund and Erwin M. Vasquez, M.D. and Elaine Vasquez Family Foundation Fund in honor of Doctors Natalie A. and Oscar Nadeau, have advanced this work.

•

100 residents age 80+ are maintaining their independence through one-on-one case management and close follow up provided by Memorial Healthcare

• 238 seniors have benefited from hearing screenings provided by the Center for Hearing & Communications •

500 seniors live more active lives and feel less isolated because they participate in social activities provided through Mount Olive Development Corporation and others

• 74 caregivers are better prepared to help loved ones after taking advantage of support groups and respite services through NE Focal Point Casa and Impact Broward

BFit

We will empower people to take control of their health to prevent and reverse life-threatening weight-related illnesses.

Healthy Community Zone in Lauderdale Lakes

Active lifestyles and good nutrition make people healthier. Unfortunately, two out of every three adults in Broward are overweight or obese. This increases their risk for heart disease, cancer and diabetes.

Grants from Foundation Funds, including the Jan Moran Unrestricted Fund, Ann Adams Fund, Gary J. Scotto Fund and Hudson Family Fund, have advanced this work.

•

250 Broward residents with Type 2 Diabetes have learned how to eat healthier and be more active with high-tech health tracking and education programs provided through the American Diabetes Association

• 1,190 Broward residents are on the path to a healthier life after taking part in wellness programs through Healthy Mothers Healthy Babies and Schott Communities •

10 new health and wellness programs have been rolled-out in Lauderdale Lakes with help from residents, government and businesses as part of a community-wide effort to live healthier lives

CFBroward.org

21

ISSUES THAT MATTER

continued

National Wildlife Federation

Together, we BUILD A VIBRANT COMMUNITY ECO BROWARD

We must unite to make Broward a more livable and sustainable place to call home.

The healthy ecosystems we depend on will continue to decline over the next ten years. We can reverse this trend if everyone takes ownership of our environment.

• 16 sand dunes have been restored and 3,000 mangroves and 4,000 sea oats have been planted to protect our shoreline through Hands on Broward and Youth Environmental Alliance

Grants from Foundation Funds, including the Gardening For Good Fund, Maxine Powers Hofert Fund and Robert Frederick Giese Fund, have advanced this work.

• Researchers at Nova Southeastern University are helping sea turtles survive by studying nesting patterns and changes to the environment

• 400 homeowners and businesses have created wildlife-friendly landscapes on their properties, including • 17,000 native tree seedlings and 10,000 trees have food, water, tree cover and places for animals to raise been planted in Broward through the National their young, and are now National Wildlife Federation Wildlife Federation Certified Wildlife Habitats 22

GREATER TOGETHER

2017 report to the community

ART OF COMMUNITY

We will ignite creativity, invoke community pride, and create a sense of place through the arts that connects people to where they live and to each other.

The arts are the heart and soul of a prosperous community.

They make us laugh, cry, think and connect with each other.

As Broward grows, the arts must be woven into every aspect of the community.

Grants from Foundations Funds, including the Rose Miniaci Family Fund, David and Francie Horvitz Family Fund and Ruth H. Brown Fund for the Arts, have advanced this work.

•

200 local artists and residents in Deerfield Beach created a giant mosaic with a water feature that is now a popular gathering place for families to cool down and have fun

•

A unique multi-sensory mural for the visually and hearing impaired is being designed and installed by Fort Lauderdale residents and local artists through Flagler Village Community Garden

• 40 senior LGBT residents were helped through short interactive plays performed by Slow Burn Theatre Company that addressed stigma and emotional distress

ANIMAL WELFARE

We will ensure that Broward’s animals are treated with respect and live safely without threat of abuse or neglect.

The character of our community is reflected in the way we treat our animals. Sick, injured and homeless animals deserve proper treatment, protection and care.

Grants from Foundation Funds, including the Wil and Susan Greaton Fund, Helen and Frank Stoykov Charitable Endowment Fund and Patricia A. Shub Fund for Companion Animal Benefit, have advanced this work.

• 627 kittens have been fostered, spayed/neutered and adopted through Broward County Animal Care and Adoption and other grantees • 250 animals living in the wild are now safe and healthy with help provided by Flamingo Gardens and Sawgrass Nature Center • 167 companion pets received medical treatment their owners couldn’t afford through Humane Society of Broward County, Cats Exclusive and Pet Projects for Pets

Sawgrass Nature Center

ISSUES THAT MATTER: TOTAL GRANTMAKING

Together with our Fundholders, our positive impact on the community continues to grow.

$9,253,248

Fiscal Year

2017 2007 1997 1987

$4,800,684 $971,727 $121,581

CFBroward.org

23

professional advisors Council The Professional Advisors Council (PAC) is an elite group of attorneys, accountants and financial advisors that represent the best of the best in our community. Each member has referred clients to the Foundation and partnered with us because they know we are GREATER TOGETHER.

Louis C. Anderson, Esq. Louis C. Anderson Law Office, LLC Chairman of the Professional Advisors Council Frank T. Adams, Esq. Dunwody White & Landon, P.A.

24

James M. Dolan, CPA James M. Dolan, P.A.

Tracey Kinker, CPA Tracey J. Kinker, CPA, P.A.

Frank B. Dolph, III Frank B. Dolph, III & Associates

James B. LaBate The Office of James B. LaBate

Mary Sue Donohue, Esq. Law Offices of Mary Sue Donohue

John Lacy, FA Lacy Group/Merrill Lynch Financial Advisory Team

Richard A. Berkowitz, JD, CPA Berkowitz Pollack Brant Advisors and Accountants

Pamela A. Fau, TO SunTrust Bank, South Florida, N.A.

Jeffrey N. Blaze, CFP® FDR Financial Group

Ralph L. Focaracci, CPA Ralph L. Focaracci, P.A.

Judy B. Bonevac, Esq. Judy Barringer Bonevac, P.A.

John P. Friedrich, Esq. Friedrich & Friedrich, P.A.

Francis B. Brogan, Jr., Esq. Greenberg Traurig, LLP

Charles A. Goff, Esq. Casoria & Goff, P.A.

Ralph M. Byer Merrill Lynch

Adam S. Goldberg, Esq. Krause & Goldberg, P.A.

John Cartledge UBS Financial Services, Inc.

Deborah P. Goodall, Esq. Goldman Felcoski & Stone P.A.

Lowell J. Chick, CPA, MBA Chick and Karo, CPA’s, P.A.

Katherine N. Guida, TO The Northern Trust Company

Christina M. Cleveland, FA Merrill Lynch

Marie C. Hansen, TO The Northern Trust Company

Alan B. Cohn, Esq. Greenspoon Marder LLP

Douglas F. Hoffman, Esq. Rudolf & Hoffman, P.A.

Richard G. Coker, Jr., Esq. Coker & Feiner, P.A.

Jennifer W. Jones Nostro Jones, P.A.

Joan K. Crain, TO BNY Mellon Wealth Management

Robert B. Judd, Esq. Hackleman, Olive and Judd, P.A.

James B. Davis, Esq. Gunster

Thomas O. Katz, Esq. Katz Baskies & Wolf PLLC

Lawrence L. Davis, LLM, CPA Lawrence L. Davis, P.A.

Robert L. King, Esq. Robert L. King Law Office

David J. Diaz, CFP® Merrill Lynch

Robin J. King, Esq. Perlman, Bajandas, Yevoli & Albright, P.L.

GREATER TOGETHER

2017 report to the community

Stephen J. LaForte BNY Mellon Wealth Management Christine L. Lambertus, Esq. Lambertus & Lambertus, P.A. Jody Leslie, Esq. Leslie & McLaughlin, LLP Vladimira Libansky, Esq. Robert L. King Law Office Jack R. Loving, Esq. Loving Scully Law Group, PLLC Kristen M. Lynch, Esq. Lubell Rosen Anne B. MacLean, Esq. MacLean & Ema, P.A. Mark R. Maller TD Wealth Private Client Group Patricia Martinez MassMutual South Florida Agency 132 Donald B. Medalie, Esq. Medalie & Medalie, P.A. Greg Medalie, Esq. Medalie & Medalie, P.A. Kenneth R. Mikos, Esq. Kenneth R. Mikos, P.A. Barry E. Mukamal, CPA, PFS, ABV, CIRA, CFE, CFF Kapila Mukamal LLC

“I don’t hesitate to connect my clients with the Community Foundation of Broward. I know they’ll be in good hands because of the Foundation’s long track record of leadership, credibility and success.”

- Christine L. Lambertus, Esq., Lambertus & Lambertus, P.A.

Cort A. Neimark, Esq. Lubell & Rosen

William A. Snyder, Esq. Snyder & Snyder, P.A.

Lucinda Golfin Ortigao SunTrust Bank, South Florida, N.A.

William F. Sullivan, Esq. Portley and Sullivan

Peter A. Portley, Esq. Portley and Sullivan

Eric W. Sulzberger, Esq. Law Offices of Sulzberger & Sulzberger

Raymond J. Powers Powers & Disque, C.P.A., P.A.

Benjamin A. Tobias, CFP®, CPA/PFS, CIMA®, AIF® Tobias Financial Advisors

Carlos J. Reyes, Esq. Reyes Law Group, P.A. Jennifer J. Robinson, Esq. The Northern Trust Company Charles D. Rubin, Esq. Gutter Chaves Josepher Rubin Forman Fleisher, P.A.

John Torregrosa UBS Financial Services, Inc. Charles L. Verner UBS Financial Services, Inc. Debra Vogel Wells Fargo

Gary L. Rudolf, Esq. Rudolf & Hoffman, P.A.

Jo Ann Voight, CPA Jo Ann Head Voight, P.A., CPA

Gregory J. Schaeffer Morgan Stanley

Patricia R. Voss, Esq. Patricia R. Voss, P.A.

Barry S. Schinder, Esq. Barry S. Schinder, P.A.

John M. Walsh, JD Fusion Analytics Investment Partners, LLC

Ilene S. Schnall, J.D., LLM Ilene S. Schnall, P.A.

Misty Weinger, CPA/CFF, CVA Kofsky Weinger PA

David M. Scully, Jr., Esq. Loving Scully Law Group, PLLC

Steven H. Woods, CPA Keefe, McCullough & Co., LLP

Jeffrey S. Selzer, Esq. Selzer & Weiss, Attorneys at Law

Christine Yates, Esq. Tripp Scott Attorneys at Law

Barbara A. Shore, Esq. Barbara Ann Shore, P.A.

Charles D. Zalakar, CTFA The Northern Trust Company

Jeffrey Shover Morgan Stanley

Kurt D. Zimmerman, Esq. Zimmerman & Associates, P.A.

Middle Photo L-R: PAC Member Robert King, PAC Chair Lou Anderson and PAC Member James Davis Bottom Photo L-R: PAC Members Kurt Zimmerman and William Snyder

As of June 30, 2017

To learn more about how you can become a PAC member, visit cfbroward.org/PAC or contact us at 954.761.9503 CFBroward.org

25

Foundation Staff The Community Foundation of Broward team maximizes the impact of your giving to ensure it’s a joyful, rewarding and worry-free experience. Their expert and diverse skills deliver the customer service you expect from a world-class philanthropic advisor. They empower Fundholders to create positive change in our community because we are GREATER TOGETHER. Linda Carter President/CEO

has led the Foundation since 1997.

She has served as president of the Community Foundations of Florida, the Planned Giving Council and the Association of Fundraising Professionals.

Linda serves on the executive committee of the Broward Workshop; she is on the Board of Trustees of Florida House, Funding Arts Broward and is a member of the Sun Sentinel South Florida 100. Linda is a South Florida Business Journal Broward “Ultimate CEO” award recipient, a Broward native and a graduate of the University of Florida.

Sheri Brown

Vice President of Grants & Initiatives

has served the Foundation for over 15 years and is a member of the South Florida Advisory Council of the Florida Philanthropic Network, Broward Workshop’s Education & Youth Advocacy Committee, and Grantmakers in Education. She is a graduate of Leadership Broward, the American Express Leadership Academy and Leadership Florida Class XXXIV having recently served as program chair of the Gold Coast Region. Her community involvement includes service to The Links, Incorporated and Delta Sigma Theta Sorority, Inc. A Broward native, Sheri is a graduate of Florida A&M University.

Carol Dorko

Chief Financial Officer

has more than 27 years of progressive experience in the areas of accounting, finance, human resources, IT and operations in both the public and private sectors. She is a member of the Council on Foundations Financial and Administrative Officer Group and an American Express Leadership Academy graduate. She is an alumnus of the University of Pittsburgh and Duquesne University School of Law.

26

GREATER TOGETHER

2017 report to the community

Kirk Englehardt

Vice President of Marketing & Communications

is a veteran communicator with more than 23 years of experience. He grew up in Broward County and holds a master of public administration degree from Florida Atlantic University and a bachelor’s degree in communication from Florida State University. Kirk led award-winning communications teams at Georgia Tech, the Georgia Department of Education, and Broward County Public Schools. He has also been a media relations specialist for the Broward Sheriff’s Office and a reporter for WIOD Newsradio 610.

Nancy Thies

Vice President of Philanthropic Services

has more than 30 years of experience in development, sales and marketing. She has held leadership positions with Holy Cross Hospital, United Way of Broward County and Miller Brewing Company.

Nancy is a member of United Way’s Tocqueville Society and serves on the boards of Friends of Birch State Park and the Planned Giving Council of Broward.

She is a graduate of the University of Wisconsin-Madison where she earned her bachelor’s degree in journalism.

Michele Anapol

Annette Bauer, CPA, SPHR Finance Manager

has more than 20 years of experience in accounting and human resources in both the public and private sectors. Annette has served on the local Juvenile Diabetes Research Foundation board, as treasurer at Saint Gregory the Great Catholic School and volunteered with Girl Scouts of America. She is a graduate of Florida Atlantic University.

Andrea Gregory Office Assistant

has more than eight years of experience in administration in the public and private sectors. Prior to joining the Foundation in 2014, Andrea worked for the Department of Children and Families where she helped clients navigate public assistance requirements. Andrea has also held positions with the Department of Labor and the Challenger Learning Center.

Amanda Kah

Charitable Funds Manager

has worked at Donors Forum of South Florida as its communications and member services manager. She obtained a B.A. in International Relations from Claremont McKenna College and a M.A. in International Affairs from George Washington University.

Creative Services Manager

has more than 20 years of experience in nonprofit and government communications. Most recently, she served as lead writer for advocacy communications at the National Multifamily Housing Council in Washington, DC. Michele served as communications director for the National Housing Conference and worked in public affairs at both the U.S. Department of Health and Human Services and the Environmental Protection Agency.

She holds a M.A. from The American University and a B.A. from the University of Wisconsin-Stevens Point.

Jeff LaLiberte

Marketing Communications Manager

has more than 10 years of experience in marketing and public relations at Barry University and the Art Institute of Fort Lauderdale. He is a member of the Alumni Board of Directors at Barry University and has served in volunteer roles with the Greater Fort Lauderdale Chamber of Commerce, the City of Hollywood, FL, and the Orange Bowl Committee. He earned his B.S. in English from Ball State University and his master’s degree from Barry.

Standing from L-R: Maureen Portlock, Andrea Gregory, Annette Bauer, Alyson Warner, Kirk Englehardt, Angelica Rosas, Jeff LaLiberte, Sheri Brown, Michele Anapol, Nancy Walton Seated from L-R: Nancy Thies, Carol Dorko, Linda Carter, Justine Morgan, Amanda Kah

Justine Morgan

Charitable Funds Manager

has a background in finance and development in the private and nonprofit sectors. Prior to joining the Foundation in 2016, she served as donor relations manager at Equine-Assisted Therapies of South Florida. Justine is a member of the Association of Fundraising Professionals and serves on the organization’s National Philanthropy Day committee. A Broward native, she graduated from Florida Atlantic University.

Angelica Rosas

Alyson Warner

is the grantmaking lead for Issues that Matter and has more than ten years of fundraising and development experience with local nonprofit agencies. Prior to joining the Foundation, she worked at the Sun Sentinel Children’s Fund as its charitable giving and communications manager. Angelica is a graduate of St. Thomas University.

has more than 14 years of experience in fundraising and stewardship in the nonprofit and political sectors. She has worked with the U.S. Senate Committee on Commerce, Science and Transportation; the office of U.S. Senator John McCain; and on political campaigns for U.S. Senate and House candidates. Locally, she worked in development at the Boca Raton Regional Hospital Foundation. She holds a dual B.A. in International Relations and in Spanish Language and Literature from the University of Vermont.

Charitable Funds Manager

Nancy Walton Maureen Portlock Staff Accountant

has more than 34 years of accounting experience in the private sector. Maureen joined the Community Foundation in August 2016. Originally from New Jersey, she has been a Broward resident for 19 years.

Maureen is a former Boys and Girls Clubs of Broward volunteer and a recipient of their 2013 Volunteer of the Year Award. She is a graduate of Rider University in Lawrenceville, New Jersey.

Office Manager

has more than 30 years of office management experience across the country. She is active in the animal rights movement, volunteers with Japanese Chin Care and Rescue, Inc., and is on the Board of Broadview Park Civic Association. Nancy has an associate’s degree from Robert Morris University. She is a Reiki practitioner of the Usui lineage, and practices yoga.

Director of Philanthropic Services

CFBroward.org

27

FINANCIALS TOTAL assets $180,061,743

Annual grants $9,253,248

investment returns as of June 30, 2017

Community Foundation of Broward Target Allocation BENCHMARK

180m

$

9.3m

$

13.9%

4.8m

82m

$

$

20m

$

7.1% 7.3% 7.4%

7.8%

972k

$

681k

122k

$

1987

13.1%

$

1997

2007

2017

1987

1997

2007

2017

1 year

5 years

7 years

Financial Overview As the size and scope of the Foundation has grown over the past years, so has the sophistication of our financial systems and internal controls. Clear responsibilities, independent decision making and separation of duties are some of the key elements. u

u

28

The Investment Consultant monitors each investment manager firm’s performance relative to their benchmark and peer universe. If returns are outside acceptable levels or structural change, such as manager turnover or style drift occurs, a comprehensive review is triggered. Without confidence in a stronger future performance, the Investment Consultant suggests a replacement investment manager.

The Foundation staff reconciles statements from each financial/investment firm. We monitor all trades, fees, real/ unrealized gains and dividends and compare these against stated returns by the investment consultant and then provide monthly reports to the Board of Directors.

GREATER TOGETHER

2017 report to the community

u

The Audit Committee reviews the Foundation’s systems of internal controls regarding finance, accounting and legal compliance. Again this year, the auditors reported the Foundation has outstanding internal controls and financial practices.

u

The Independent Investment Committee, comprised of highly experienced business and financial leaders from the community, undertake quarterly performance reviews to monitor the portfolio and report back to our Board of Directors.

u

The Board of Directors is a fiduciary and approves and monitors the operational and grant budgets of the Foundation through monthly financial reports. The Board has complete oversight of the management of investments.

Ranked Among the

TOP 100

Community Foundations Nationwide asset allocation

operating expenses

as of June 30, 2017

as a percentage of Total Assets

Our operating expenses are consistently less than 2% of our total assets, which garners high marks in our field.

Growth Assets Risk Reduction Assets Inflation Protection Assets

7%

Domestic Small Cap Equities

21%

Non-US Developed Equities

30%

2%

Domestic Large/Mid Cap Equities

1.9% 1.5%

8%

Non-US Emerging Market Equities

1.4%

6%

Private Equities

3%

Hard Assets/ Natural Resources

0%

2012

2016

7%

Hedge Funds

2017

Condensed Statement of

Financial Position as of June 30, 2017

4%

Cash

14%

Fixed Income

Condensed Statement of

Activities and Changes in Net Assets 12 months ending June 30, 2017

Assets Revenue and Support

Cash $ 643,621

Contributions and bequests $ 13,141,357 Investments 174,933,232

Bequests receivable 1,524,000 Net investment income 18,218,210 Other revenue 128,080 Assets under split-interest agreements 1,888,972 Total Support and Revenue 31,487,647 Prepaid expenses and other assets 262,209

Other real estate 500,000

Expenses Property and equipment, net 309,709

Grants and programs 10,192,224 Administrative 764,827

Total Assets $ 180,061,743

Donor development 521,800

Liabilities

Total Expenses 11,478,851 Accounts payable and accrued expenses $ 225,026

Grants payable 2,793,213 Change in Net Assets 20,008,796

Deferred revenue and liabilities

under split-interest agreements 1,022,970

Agency transaction payable 16,408,546 Net Assets

Total liabilities 20,449,755

Beginning of year - July 1, 2016 139,603,192 Net Assets 159,611,988 Total Liabilities And Net Assets $ 180,061,743

End of year - June 30, 2017

$ 159,611,988

A complete set of financial statements with accompanying footnotes and unmodified auditor’s report issued by Keefe, McCullough & Co., LLP, as well as IRS Form 990, are available for review at the Community Foundation of Broward office and on our website at cfbroward.org/financials

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We were the first community foundation in Florida and remain among an elite group of community foundations nationwide to be confirmed in compliance with the National Standards for U.S. Community Foundations.