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CREATE CHANGE “We would like to suggest three or four areas in which we feel a special concern for change: The development of the very young. We believe the first 5

Changing the first five years changes everything.

years are vital to physical, psychological and social growth. The training of people of

all ages in vocational and technical skills. The conscious, planned

development of competent, unselfish leaders. This means community

Changing people through training in career and technical skills changes everything.

leaders, business leaders, government leaders, spiritual leaders, etc. Seek to use the money available in CREATE, Inc. to stimulate

gifts from local citizens, foundations and governmental grants to really move into a practical, effective leadership development program.�

Changing students into leaders changes everything.

George and Keirsey McLean 1972 Charter Meeting Address CREATE Foundation

2011 CREATE ANNUAL REPORT


Contents Directors

2-3

Giving that Creates Change Affiliate Funds

4-6

Endowment Funds

7

Marchbanks Fund

8-9

Toyota Fund

10-11

Organization Endowment Funds

12-14

Special Project Funds Legacy Society

14-16 17

Donor Advised Funds

18-20

FOR CREATING CHANGE THROUGH DISASTER RELIEF

Y

ou enabled CREATE to respond to the devastation left by the worst tornado outbreak to ever hit our region. Funds totaling $112,845 were collected

and distributed to Monroe County United Way, the City of Smithville, Smithville Schools, and the Salvation Army. Hundreds of families in the affected region were

21-23

served by these agencies.

McLean Award Winners

24-25

FOR CREATING CHANGE THROUGH IMPROVING LITERACY

Scholarship Funds

Agents of Change

Supporting Organizations 26-27 The Commission

28-29

Northeast Mississippi Youth Foundation

30-31

Investment Performance

32-33

Thank You T S

hrough your partnership with CREATE, more than $200,000 in scholarships was awarded this year to deserving students from our region. everal hundred school administrators from our region attend the Commission’s Dropout Prevention Summit held annually in February. The Summit has

created awareness of the nationwide dropout epidemic and the achievement gap affecting minority students while offering innovative solutions to these issues.

T

hrough our partnership with Toyota, plans for the Wellspring Center for Professional Futures continue to progress. The Center will provide students

exposure to professional careers through innovative teaching techniques and a hands-on learning environment. Students will be better prepared for future professional careers in fields such as architecture, medicine, and law. Funds are now being raised for the completion of this project.

FOR CREATING LASTING REGIONAL CHANGE

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umerous agencies that provide services for the underserved population are supported by endowment funds administered through CREATE. Alpha House,

Boys and Girls Club, Gardner Simmons Home for Girls, Good Samaritan Free Clinic, and United Way are among the agencies with funds administered through CREATE. Each of these agencies works tirelessly to bring about positive lasting change in our region. Many lives are changed through their efforts, and we are truly thankful to be part of that process.


Board Officers Larry Kirk, Past Chairman Tommy Tomlinson, Vice Chairman Robin McCormick, Treasurer Eddie Prather, Secretary Mike Clayborne, President Sandy Williams, Chairman


Board of Directors

T

he men and women who serve on the CREATE Foundation Board of

Directors are committed to creating positive change for all people in our region by addressing community needs and providing leadership on

David L. Beckley, Ph.D. President Rust College Holly Springs

Grace Clark Community Volunteer Tupelo

Betty R. Coward, Ph.D. President Blue Mountain College Blue Mountain

Johnny L. “Chip” Crane President F.L. Crane & Sons Fulton

John Creekmore Attorney Creekmore Law Office, PLLC Amory

Billy Crews Chairman Journal, Inc. Tupelo

Ormella Cummings, Ph.D. Chief Strategy Officer North Mississippi Health Services Tupelo

Kenny Dill Retired West Point

Clay Foster President, Publisher, & CEO Journal, Inc. Tupelo

Hassell H. Franklin CEO Franklin Corporation Houston

Betsey Hamilton Community Volunteer New Albany

W. G. “Mickey” Holliman Retired Chairman Furniture Brands International Tupelo

key issues. All of the directors are community leaders and volunteers with keen insight into regional needs and opportunities. Many share experience and expertise in financial and legal matters. They are donors themselves, demonstrating that their commitment extends to sharing their own financial resources. The caliber of CREATE’s leadership is often a key reason for donor confidence in the foundation.

CREATE Founders George A. McLean 1904-1983 Anna Keirsey McLean 1906-2000

Directors Emeritus Felix Black 1917-2003 Jim Ingram 1930-2006 James Hugh Ray 1927-2007 J.C. Whitehead 1921-2004

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CREATE Staff Michael K. Clayborne President

Lewis Whitfield Senior Vice President

Juanita Floyd Vice President of Finance & Administration Octavious Ivy Clinical/Support Services NMMC Tupelo

Gloria Kellum, Ph.D. Retired Vice Chancellor for University Relations, UM Oxford

Bobby P. Martin Chairman of the Board, President & CEO The Peoples Bank Ripley

Larry Kirk Retired CEO Hancock Fabrics, Inc. Tupelo

Jennie Hannah Administrative Assistant & Director of Communications

Mary Alice McLaurin Commission Administrative Assistant

Beverly Williams Director of Finance

Robin McCormick Partner Watkins, Ward & Stafford, PLLC West Point

Robin McGraw Chairman & CEO Renasant Bank Tupelo

Buddy Montgomery President First National Bank of Pontotoc Pontotoc

Aubrey Patterson Chairman & CEO BancorpSouth Tupelo

Jack Reed, Sr. Chairman Reed’s Tupelo

Cathy Robertson Executive Vice President BancorpSouth Tupelo

Eddie Prather Consultant The Excellence Group Tupelo

Melvin C. Ray, Ph.D. Associate Vice President for Economic Development Mississippi State University Starkville

Ronny Rowland Manager Prentiss County Electric Power Association Booneville

David Rumbarger President & CEO Community Development Foundation Tupelo

Tommy Tomlinson Division President Renasant Bank Starkville

H.L. “Sandy” Williams, Jr. President Coca Cola Bottling Works Corporation Corinth

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JAMES HUGH RAY COMMUNITY AFFILIATE AWARD Phil Morris, UNITE (Union County/New Albany Initiative to Excel) board member and Jay Herrington, UNITE Chairman, receive the James Hugh Ray Community Affiliate Award at CREATE’s annual Fall Summit. The award commemorates James Hugh Ray’s many contributions to our region and to the CREATE Foundation. Mr. Ray served with loyalty and integrity on both the Journal and CREATE Boards and became the legal architect and advisor for establishing the CREATE Foundation. 4 www.createfoundation.com


Community Affiliates

Like Mr. Ray, UNITE has distinguished itself with many contributions to Union County. Established in 2000, UNITE (Union County/New Albany Initiative to Excel) projects include reading and tutoring pro-

Established in 1997, the Community

grams for the disadvantaged, repairing homes for

Affiliate program provides support

the elderly and needy, and providing disaster relief

for individual counties in our region

aid. Organizations supported by UNITE include Boys

that want to start their own commu-

and Girls Club, Myrtle Library, Union County Heri-

nity foundations. To help affiliates get

tage Museum, and Leadership Union County plus

started, CREATE provides a $100,000

many others. UNITE serves to bring lasting, positive

matching grant for communities raising

change to the people of Union County.

$200,000 in unrestricted endowed funds. Affiliates also enjoy the advan-

James Hugh Ray (1927-2007)

tages of financial management and staff support to help fulfill their local goals. Eleven Community Affiliates are currently in this program: Alcorn County-CARE $1,148,633 Corinth-Alcorn Reaching for Excellence Calhoun County $199,483 Calhoun County Endowment Fund Chickasaw County-PACE $367,064 Partners in Achieving Community Excellence Clay County $967,332 West Point Community Foundation

UNITE proudly supports the New Haven Center for students with mental

Itawamba County-FIRST $495,259 Friends of Itawamba Responding to Secure Tomorrow

help to instill a sense of confidence and accomplishment. The New

Lafayette County-LOFT $579,633 Lafayette/Oxford Foundation for Tomorrow Monroe County $195,727 North Monroe County Community Fund $82,816 South Monroe County Community Fund $112,911 Oktibbeha County-SOAR $272,375 Starkville-Oktibbeha Achieving Results Tippah County-TARGET $296,465 Tippah and Ripley Growing Excellent Together Union County-UNITE $455,034 Union County/New Albany Initiative to Excel

and physical disabilities. Students enjoy a variety of activities that Haven Center creates positive change through enhancing the lives of its students. UNITE supports after-school tutoring programs to help students stay on top of school assignments.

Thank You for creating change in Union County

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Community Affiliate Boards

Kenny Dill

Molissia Swaney

Pat Lane

Robin McCormick

Sherry Wall

Chance McDavid

Louise Campbell, Executive Director

GeoffreyYoste

Dr. Fenton Peters

Caroline Mayo, Executive Director

Buddy Staggers

ITAWAMBA (FIRST)

Nellah Taylor

Catherine Adams

NORTH MONROE

Charles E. Weatherly

ALCORN (CARE)

Patti Davis Bennett

Mary Baxter

Martha Wells

Hull Davis

Joey Cox

John Clingan

Ross Williams

Clayton Stanley

Laken Dobbs

Mary Lib Francis

Latasha Hill, Administrative Assistant

Thomas L. Sweat

Romona Edge

Art Gentry

Fred Joe Vann, Jr.

Teresa Floyd

Steve Greenhaw

TIPPAH (TARGET)

H.L. “Sandy” Williams

Julia Grimes

Dottie Haney

Dean Caviness

Kenneth Williams

Ginger Howell

Bo Miller

Taj Colom

Mona Lisa Grady, Executive Director

Sid Kirksey

Geneva Moon

Yvonne Coombs

Matt Kline

Larry Palmer

Bob Glover

CALHOUN

George Marquis

Dr. Len Pinkley

Melissa Harrison

Randy Baker

Teresa McNeece

Tony Poss

Jim Jackson

Jim Blue

Luke Montgomery

Deborah Rogers

Beverly Moffit

John G. Burt

Brian Quinn

Angie Stevens

Arnold Witt

Joel McNeece

Jeffrey Strunk

Sam Stevens

Martha Martin

Jason Wallace

Lorna Reifers

Bryan Wilson

SOUTH MONROE

Mike Alef

Melany Shankle

Cindy Wilson

Dr. Doris Blanchard

Jack Brown

Patsy Claxton

James (Bo) Collins

Michael Watkins

UNION (UNITE)

Eric Weeks

LAFAYETTE (LOFT)

Nan Corbell

Chuck Cooper

Bill Williams

Martha Burnett

James Edwards, Jr.

Joe Davis

Walt Davis

Lavon Fluker-Reed

Cathy Garrett

CHICKASAW (PACE)

Richard DeVoe

Martin Hanson

Jay Herrington

Frank Alford

Anne Fair

Susan Honeycutt

Bobby Moore

Alford Bell

Teresa Flautt

Bradley Lipsey

Phil Morris

Tom Byrne

Ron Hipp

Leon Manning

Thad Mueller

Hassell Franklin

Richard Howorth

Greg Miller

Eleanor Ray

Bobby Mooneyham

Jean Jordan

Kathy Seymour

Rodney Shands

Rayburn Parks

Jacqui Lear

Debbie Stubblefield

Bill Smallwood

Harry Robinson

Jodie Marsalis

Wellman Works

Anne J. Stephens

Bob Scott

Campbell McCool

Betsy Kahl, Executive Director

Travis Wiseman

Gary Staten

Mike Mitchell

Hope Stanz, Executive Director

Bob Nance

OKTIBBEHA (SOAR)

Ken Parkinson

John Robert Arnold

CLAY (WEST POINT)

Mary Sharp Rayner

Omis Avant

Dewel Brasher

Ken Rutherford

Dr. Joe Brown

Jimmy Bryan

Lisa Spraggins

Dr. Dora Herring

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Bethany Dalton, Executive Director


Endowment Funds

Family members established the John Paul Frerer Memorial Endowment

BOOTH FAMILY ENDOWMENT FUND

Fund to honor John Paul’s

BRYAN YOUTH CENTER ENDOWMENT FUND

enthusiasm for life. He loved

COCA-COLA LEGACY FOUNDATION

cycling, Wave Connection,

BILLY & CATHERINE CREWS & SONJA JENKINS EDUCATIONAL ENDOWMENT FUND

his church, and his friends. His Endowment Fund creates

ARLAND A. AND GRACE DIRLAM ENDOWMENT FUND

change by raising bicycle

ELAINE DUNDY AND ROY TURNER ENDOWMENT FOR THE ARTS

safety awareness and by

EVERGREEN DESIGNATED ENDOWMENT FUND

providing scholarship funds

FIRST PRESBYTERIAN-CORINTH SPECIAL MISSIONS ENDOWMENT FUND

for deserving students thereby

JOHN PAUL FRERER MEMORIAL ENDOWMENT FUND

passing on his enthusiasm.

THE BERNICE GAMBRELL ENDOWMENT FUND INGOMAR ENDOWMENT FOR EXCELLENCE INNOVATIONS IN EDUCATION ENDOWMENT FUND FRANCES ELKIN JOYNER ENDOWMENT FUND LQC LAMAR HOUSE ENDOWMENT FUND ALICE LITTLE ENDOWMENT FUND BETH MCAULEY MUSIC ENDOWMENT FUND SUSAN N. AND THOMAS J. MCDONALD ENDOWMENT FOR THE TUPELO SYMPHONY ORCHESTRA ED AND BECKY MEEK ENDOWMENT FUND SARA FRANCES MITCHELL EDUCATIONAL ENDOWMENT FUND MIZE FAMILY ENDOWMENT FUND

Tupelo Public Schools 2011 Teacher

MONROE EDUCATION ENDOWMENT FUND

of Distinction Award winners. The Teacher

JOHNNY MORGAN FOUNDATION ENDOWMENT FUND

of Distinction Awards are funded by B & B Concrete, Inc.,

OXFORD ENDOWMENT FOR PUBLIC EDUCATION BENJAMIN AND CORINNE PIERCE FOUNDATION ENDOWMENT FUND PIRKLE LIBRARY ENDOWMENT FUND

BancorpSouth, Booth Family Endowment Fund, Innovations in Education Endowment Fund, Mitchell, McNutt and Sams Law Firm, Monroe Education Endowment Fund, Reed Family Trust Fund, Renasant Bank, Tupelo Kiwanis

THE DEAN PROVENCE ENDOWMENT FOR EXCELLENCE IN EDUCATION

Club, Tupelo Public Schools Administrative Council,

JAMES HUGH RAY MEMORIAL ENDOWMENT FUND

Tupelo Rotary Club, and Jimmy Williams Memorial Edu-

REED FAMILY TRUST FUND

cation Endowment Fund.

ALICE LYNN ROEBUCK ENDOWMENT FOR UNITED WAY

The Elaine Dundy

MORGAN DALE ROEBUCK ENDOWMENT FOR THE SALVATION ARMY

and Roy Turner

RUTH AND CLAUDE ROEBUCK ENDOWMENT FOR SALTILLO FIRST UNITED METHODIST CHURCH

Endowment for the

TCPS ACADEMIC CENTER FOR EXCELLENCE ENDOWMENT FUND

Arts helped fund

TOMMY TOSH MEMORIAL ENDOWMENT FUND

the Tupelo Elvis

TOYOTA EDUCATION ENHANCEMENT ENDOWMENT FUND TUPELO PUBLIC SCHOOL DISTRICT ENDOWMENT FUND HARRY AND ELLEN WALKER ENDOWMENT FUND

Guitar Project. Local elementary school students painted the guitar sculptures that

DUDLEY WEATHERS ENDOWMENT FUND

permanently adorn

WHITFIELD LEADERSHIP FUND

downtown Tupelo.

JIMMY WILLIAMS MEMORIAL EDUCATION ENDOWMENT FUND (CARE) HARRY LEE WILLIAMS, SR. ENDOWMENT FUND (CARE) KENNETH AND NANCY ANN WILLIAMS ENDOWMENT FUND

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PHOTOS COURTESY of PAT CALDWELL

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he largest tornado outbreak ever recorded hit our region in April, 2011. Smithville, Mississippi was hit by an EF5 tornado that left a path of devastation nearly 37 miles long and a half-mile wide. Smithville suffered the destruction of more than 200 homes, 20 businesses, and four churches. Many lives were lost, and many others have been devastated and displaced. The following May, CREATE Foundation partnered with several media outlets from the

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region to host a telethon raising funds to help with the tornado relief and recovery. WTVA/ WKDH/WLOV, Journal, Inc., Tupelo Radio Broadcasting, and Mississippi Radio Group participated in the event hosted by the Mall at Barnes Crossing. The total amount raised was $87,845. An additional $25,000 was added to that from CREATE’s Marchbanks Fund. A total of $112,845 was donated to the region to help with the tornado recovery and relief efforts.


John and Frances Marchbanks Endowment Fund

J

Frances Marchbanks

John Marchbanks

Carlie Moon, a recent graduate of Shannon High School, received a 2011 Marchbanks Shannon Books Scholarship. Carlie is majoring in Accounting at Itawamba Community College. Seven other students from Shannon High School received the scholarship to help cover the costs of college textbooks.

ohn B. Marchbanks, a native of Shannon, Mississippi, maintained a deep love for the area where he grew up although he had not lived there for more than 60 years. John and his wife Frances desired to help people overcome their problems, misfortunes, and handicaps, and to assist them in helping themselves to achieve better lives and become productive citizens. Mr. and Mrs. Marchbanks left a gift of $8.7 million to benefit the region. In 2011, more than $250,000 in grants was awarded from the John and Frances Marchbanks Endowment Fund. Grants Lack of quality, inclusive early childhood education has been identified by CREATE’s Commission as a key issue affecting our region. To help with this issue, the Commission received

Thank You for providing disaster relief and recovery for our region.

a $100,000 grant from the Marchbanks Endowment Fund to support the Mississippi Building Blocks program. Mississippi Building Blocks is a $10 million project designed to improve the quality of 100 pre-kindergarten classrooms. Building Blocks received $25,000 in 2010 and 2011 and will continue to receive the grant for two more years. The Lee County Tuition Guarantee program is supported by a $150,000 Marchbanks grant. The Lee County Tuition Guarantee program provides two years of college tuition-free at Itawamba Community College. www.createfoundation.com 9


The Toyota Advisory Committee has selected ArchitectureSouth and BrainSpaces to develop the preliminary design and cost estimates for the proposed Wellspring Center for Professional Futures. This rendering of the front entry depicts a visually interesting and unique design.

Toyota Education Enhancement Endowment Fund

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he $50 million Toyota Endowment Fund is for the benefit of students and educators in Pontotoc, Union, and Lee Counties. The purpose of the endowment fund is to help raise the education level of the region by providing opportunities for growth and enrichment. 10 www.createfoundation.com

After months of study and collaboration with the eight area superintendents, an advisory committee has developed a plan for utilizing the funds. The Wellspring Center for Professional Futures, a high school-level, advanced career center, is the focal initiative. The

fund also continues to provide significant support for administrator training and curriculum development. The center will expose students to professional careers through innovative teaching techniques and a hands-on learning environment. Attendance at the center will

be coordinated with students’ high schools. The endowment fund will be used to support the operating cost of the center. Additional support is required to fund the construction of the facility. Funding is being sought through federal, state and private sources.


Toyota Education Enhancement Endowment Fund Advisory Committee Tom Burnham State Superintendent of Education Jackson, Mississippi James Byers New Albany, Mississippi Reggie Collum Pontotoc, Mississippi David Copenhaver Vice President of Administration Toyota Motor Manufacturing Mississippi Blue Springs, Mississippi Wellspring Center for Professional Futures: aerial rendering.

Greg Pirkle Partner, Phelps Dunbar, LLP Tupelo, Mississippi David Rumbarger President/CEO Community Development Foundation Tupelo, Mississippi Committee Advisors Dr. Larry Anderson Founder/Director National Center for Technology Planning Tupelo, Mississippi Mike Clayborne President, CREATE Foundation Tupelo, Mississippi

Wellspring Center for Professional Futures: store front rendering.

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Pontotoc, Union, and Lee County school districts Administrator Training session.

that significantly impacts our region.

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Organization Endowments

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he Boys and Girls Club of Oxford serves the community by providing a

safe place for youth to learn and grow. Members develop ongoing relationships with caring adults who encourage them to reach their full potential as productive, caring, responsible citizens. The Club offers programs that provide opportunities for career exploration and

L.O.U. Barksdale Clubhouse in Oxford.

educational enhancement. Character and leadership programs help members become better citizens. Arts programs enable youth to develop creativity and cultural awareness. The Club is a place where great futures start each and every day. The Boys and Girls Club of Oxford is supported by an organization endowment fund at CREATE Foundation. Organization endowment funds support specific non-profit agencies and may be established by the agency or by a donor. A portion of income from the fund is distributed annually to the organization while the endowment fund remains with CREATE, leaving a lasting pool of funds to support the organization in the years to come. With a permanent endowment fund remaining with CREATE, the Boys and Girls Club of Oxford can continue its business of offering character and leadership development, and education enhancement for future generations of youth in the Oxford area.

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Claiborne Barksdale enjoys a game of foosball with Oxford Boys and Girls Club members.

in the lives of boys and girls.


Claiborne Barksdale poses with members of the Boys and Girls Club of Oxford. The Barksdale family generously supports this vital community organization.

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Organization Endowments

Special Project Funds

ALPHA HOUSE AGENCY ENDOWMENT FUND

ADOPT A FAMILY SPECIAL PROJECT

BIG BROTHERS BIG SISTERS OF NORTHEAST MISSISSIPPI

AGAPE HEALTH SERVICES FREE MEDICAL CLINIC

BOY SCOUTS OF AMERICA ENDOWMENT FUND

ALSA MISSISSIPPI FRIENDS GROUP

BOYS AND GIRLS CLUB ENDOWMENT FUND

AMORY CHILDREN’S SYMPHONY

BOYS AND GIRLS CLUB OF NEW ALBANY ENDOWMENT FUND BOYS AND GIRLS CLUB OXFORD FACILITY ENDOWMENT FUND FORTNIGHTLY MUSICALE ENDOWMENT FUND GARDNER-SIMMONS HOME FOR GIRLS AGENCY ENDOWMENT FUND GARDNER-SIMMONS BUILDING ENDOWMENT FUND GOOD SAMARITAN FREE CLINIC ENDOWMENT FUND GUMTREE MUSEUM OF ART ENDOWMENT FUND BROTHER MIKE MARECLE ENDOWMENT FUND (HOPE FAMILY MINISTRIES)

AMORY COMMUNITY PLAYGROUND PROJECT AMORY DANCE COMPANY AMORY MEALS ON WHEELS SPECIAL PROJECT ANTONE TANNEHILL GOOD SAMARITAN HEALTH SERVICES (FREE CLINIC) ASSOCIATION FOR EXCELLENCE IN EDUCATION AUTISM CENTER OF TUPELO AUTISM RESOURCE AND TRAINING CENTER

LINK CENTRE

BASKETBALL FACILITY COMMITTEE SPECIAL PROJECT

LOUISIANA-MISSISSIPPI-TENNESSEE KIWANIS FOUNDATION FUND

BILL RASPBERRY’S BABY STEPS SPECIAL PROJECT

NEW BEGINNINGS ENDOWMENT FUND

BRIDGES OUT OF POVERTY

NEWMS ENDOWMENT FUND

CANCER OUTREACH OF NORTH MISSISSIPPI

OXFORD-LAFAYETTE HUMANE SOCIETY ENDOWMENT FUND

CARE CENTER OF UNION COUNTY

PROJECT HOPE ENDOWMENT FUND

CHARACTER EDUCATION SPECIAL PROJECT

REGIONAL REHABILITATION ENDOWMENT FUND

CITIZENS FOR TUPELO PUBLIC SCHOOLS

SANCTUARY HOSPICE HOUSE ENDOWMENT FUND

CIVIC BALLET SPECIAL PROJECT

STARKVILLE KIWANIS CLUB ENDOWMENT FUND

COMMITTEE FOR KING SPECIAL PROJECT

TOUCHED BY AN ANGEL MINISTRIES TUPELO COMMUNITY THEATRE ENDOWMENT FUND TUPELO/LEE COUNTY HUMANE SOCIETY ENDOWMENT FUND TUPELO SYMPHONY ORCHESTRA ENDOWMENT FUND UNION COUNTY HERITAGE MUSEUM AGENCY ENDOWMENT FUND UNITED WAY ENDOWMENT FUND UNITED WAY OF OXFORD-LAFAYETTE COUNTY WILDROSE DIABETIC ALERT DOG ENDOWMENT FUND YOKNAPATAWPHA ARTS COUNCIL AGENCY ENDOWMENT FUND

COPS AND KIDS (PAL) COTESWORTH CULTURAL AND HERITAGE CENTER DESTINATION GRADUATION! DOWNTOWN PLACE SPECIAL PROJECT FUND EASOM OUTREACH FOUNDATION SPECIAL PROJECT FUND EDUCATION POLICY FELLOWSHIP PROGRAM ELVIS PRESLEY FOUNDATION SPECIAL PROJECT ELVIS PRESLEY YOUTH FUND EXPECT FAMILIES AND COMMUNITIES TOGETHER FELLOWSHIP CHRISTIAN RETREAT, INC. FOR KIDS SAKE SPECIAL PROJECT FUND FRIENDS OF THE BATTLE OF OKOLONA FULTON GRAMMAR SCHOOL SPECIAL PROJECT FULTON PARKS PROJECT FUTURE FOCUS CAMPAIGN (CDF) HAVEN ACRES COMMUNITY DEVELOPMENT PROJECT

The Gumtree Museum of Art in Tupelo is supported by an organization endowment fund at CREATE. This type of fund helps support non-profits by providing yearly investment income. The principal remains intact to provide a permanent pool of funds to support the organization in the future.

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HEARTSAVERS OF MISSISSIPPI HELPING HANDS HELPING HOMELESS HELPING HANDS OF UNION COUNTY SPECIAL PROJECT


HHS MEMORIAL PLAZA SPECIAL PROJECT

POLICE ATHLETIC LEAGUE SPECIAL PROJECT

HONOR AIR OF MISSISSIPPI

PONTOTOC COUNTY ANIMAL RESCUE AND SHELTER

ITAWAMBA COUNTY SHERIFF SPECIAL PROJECT

POTTER’S WHEEL – FOLK TALES FROM ‘BIGBEE VALLEY

ITAWAMBA LEARNING CENTER

PRESERVING ITAWAMBA HERITAGE/GAITHER HOUSE

JOHN PAUL FRERER BICYCLE SAFETY FUND

PROJECT HOPE

JOYNER CEMETERY SPECIAL PROJECT FUND

RED HILL COMMUNITY DEVELOPMENT ASSOCIATION

LEADERSHIP UNION COUNTY

REGIONAL REHAB CAPITAL CAMPAIGN SPECIAL PROJECT

LINK CENTRE CAPITAL CAMPAIGN (Girl Scouts, Link Centre, Salvation Army)

RESIDENT LEADERSHIP COMMITTEE/TEAM TUPELO

MAMA’S GOT A BRAND NEW BAG

SALTILLO WOMEN’S CLUB SPECIAL PROJECT

MASRO Special Project

THE SANCTUARY HOSPICE HOUSE FUND

MCLEAN BIOGRAPHY SPECIAL PROJECT

SHANNON MIDDLE SCHOOL TECHNOLOGY AND RESOURCE PROJECT

MILL VILLAGE HISTORIC REVITALIZATION AND RENOVATION

SMITHVILLE MS RECOVERY FUND

MISSION MOTHERHOOD SPECIAL PROJECT

SNUGGLE BUDDY SPECIAL PROJECT

MISSISSIPPI ACTION FOR PROGRESS – MANTACHIE HEAD START

STOP THE HURT PROJECT

MISSISSIPPI FILM ALLIANCE SPECIAL PROJECT

SYMPHONY SOCIETY OF ITAWAMBA SPECIAL PROJECT FUND

MISSISSIPPI HILLS DEVELOPMENT ASSOCIATION SPECIAL PROJECT

TALLAHATCHIE ARTS COUNCIL

MISSISSIPPI ARTS SPECIAL PROJECT FUND

THS BOYS SOCCER BOOSTER CLUB

MOMMIE ME TIME NETWORK

THS CROSS COUNTRY TRAIL SPECIAL PROJECT

MONROE COUNTY VETERANS’ MONUMENT SPECIAL PROJECT FUND

THS SHOWCHOIR SPECIAL PROJECT

MOOREVILLE SPORTSPLEX SPECIAL PROJECT FUND

TPD NORTH MS TRAINING ACADEMY TPSD PARENT COUNCIL SPECIAL PROJECT

NEWMS Fairy Godmothers, a special project of CREATE, provides one-time emergency grants for those in need. Special projects allow organizations to establish charitable funds while eliminating the need to establish a temporary nonprofit organization.

TPSD WELLNESS PROGRAM TUPELO COMMUNITY THEATRE BUILDING FOR THE 2ND CENTURY TUPELO FILM ALLIANCE SPECIAL PROJECT TUPELO HIGH SCHOOL ALUMNI ASSOCIATION SPECIAL PROJECT TUPELO PERFORMING ARTS ACADEMY TUPELO POLICE DEPARTMENT RESERVE DIV 1 FUND TUPELO POLICE DEPARTMENT RESOURCE OFFICER/DARE FUND TUPELO POLICE DEPARTMENT TRAFFIC SAFETY FUND

NEWMS FAIRY GODMOTHER PROJECT

TUPELO VISION - CENTER OF LIFELONG LEARNING

NEWMS SPECIAL PROJECT

TUPELO VISION - A JOB FOR EVERY TUPELOAN

NEWMS SUCCESS SKILLS SEMINAR

TUPELO VISION - MS HEALTHIEST CITY

NEWSPAPERS & EDUCATION SPECIAL PROJECT

TUPELO VISION - NEIGHBORHOOD TASK FORCE

NORTHEAST MS BIRTHING PROJECT

VETERANS’ PARK MEMORIAL JET PROJECT

NORTHEAST MS DISASTER RELIEF FUND

VIETNAM REPLICA WALL

NORTHEAST MS DOWN SYNDROME SOCIETY

VISION OF MEN

OKOLONA DEVELOPMENT FOUNDATION CHARITIES

A WAY OUT SPECIAL PROJECT (FULTON)

OREN DUNN CITY MUSEUM

WESTON REED AED SPECIAL PROJECT FUND

ORPHEUS TOUR FUND

WESTON REED FOUNDATION SPECIAL PROJECT

OXFORD HIGH SCHOOL THEATRE ARTS GUILD

WINDOWS INITIATIVE SPECIAL PROJECT

OXFORD PATHWAYS SPECIAL PROJECT

WORLD CHANGERS EXCELLENCE IN CITY GOVERNMENT

OXFORD SKATE PARK SPECIAL PROJECT

YOCONA INTERNATIONAL FOLK FESTIVAL SPECIAL PROJECT

THE PEOPLES BANK CHARITIES’ SPECIAL PROJECT FUND

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Special Project Funds

S

Sharon Boudreaux is the Executive Director (pictured left) of the Autism Center.

pecial Project funds allow community groups to carry out their charitable services while waiting for IRS designation as a 501(c)3. CREATE serves as fiscal agent for the special project, allowing the group to operate as a non-profit under the auspices of the foundation. Autism Center The Autism Center of Tupelo is a special project of CREATE. The Center helps create significant, positive change for children and their families. It provides comprehensive educational and behavioral services to families and schools to support students with autism spectrum disorders, developmental delays, learning difficulties, and challenging behaviors. Services include parent consultations, detailed skills assessments, one-on-one applied behavior analysis-type instruction, inschool services and parent training. The Autism Center strives to… • Provide parents/guardians with training and support needed to effectively facilitate childhood learning • Advance educational services available for students with learning and/or behavioral issues • Promote dissemination of effective educational technologies via highly specialized training and consultation • Facilitate the development and refinement of effective parent and educational services through systematic evaluation of educational innovations

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The Autism Center of Tupelo provides a safe and healthy learning environment for children with autism spectrum disorders, developmental delays, learning difficulties and challenging behaviors.


McLean Legacy Society

T

he McLean Legacy Society helps create change in our region

through philanthropists who plan to leave a gift to the community through a bequest, trust, life insurance policy, or retirement plan. Since gifts are usually entrusted to CREATE at the end of a donor’s life, we generally have little or no opportunity to demonstrate the recognition and appreciation that such meaningful acts deserve. Now, however, the McLean Legacy Society provides a way for CREATE to thank donors and ensure their gifts will be recognized during their lifetime. Members Anonymous (4) John & Frances Burt Tom & Carol Byrne Dr. & Mrs. Douglas E. Clark, Jr. Mike & Julie Clayborne LTC & Mrs. Jack Dalton Jan Elizabeth Eastman Clinton H. Graves, Jr. Barbara & Chester McKee J. Mark Merritt Ann B. Mitchell Mr. & Mrs. Jack Reed, Sr. Mr. & Mrs. David P. Rumbarger, Jr. Anne J. Stephens Sara A. Stephens Nellah F. Taylor Heywood Washburn Charles E. Weatherly Ellen R. Weatherly Martha F. Wells Sandy & Rosemary Williams

Graham & Martha Wells, Starkville, Mississippi McLean Legacy Society

Create cbange that will last forever.

www.createfoundation.com 17


Donor Advised Funds Jim and Lisa Hawkins know the joy of giving back to their community. Their donor advised fund allows them to be a catalyst for change through giving back. It also makes it easy to keep track of all their charitable giving. It is simple to establish a fund and make contributions and grant recommendations. Both can be made online. Gifts are tax deductible at the time they are made to CREATE even when distributions are made in the future. Gifts may be made to any charitable organization the donor chooses.

18 www.createfoundation.com


Donor Advised Funds ANONYMOUS ANNA MIZE ADAMS AND PAUL LOUIS ADAMS ADVISED FUND SAM AND SALLEY AGNEW ADVISED FUND JOHN R. AND MARY FICKLIN ARNOLD ADVISED FUND AT&T ADVISED FUND MR. AND MRS. ALAN BANK ADVISED FUND BECKLEY FAMILY ADVISED FUND ALFORD AND SHELIA BELL ADVISED FUND SARA AND MONTGOMERY BERRY ADVISED FUND BIRTHDAY CLUB ADVISED FUND ROBERT AND JANE BLACK ADVISED FUND MRS. CAROLYN BOGGAN ADVISED FUND JAN BOTTS ADVISED FUND DR. AND MRS. DAN BRASFIELD ADVISED FUND MRS. ELIZABETH ANN BROWN ADVISED FUND THE LARRY BROWN ADVISED FUND MR. AND MRS. JOHN G. BURT ADVISED FUND CARL BUSH ADVISED FUND FRED BUSH, JR. FAMILY ADVISED FUND THE BYRNE CPA CHARITABLE ADVISORY FUND CAROL BYRNE CHILDREN’S ADVISED FUND CABELL DONOR ADVISED FUND LOUISE CAMPBELL ADVISED FUND CARDIOLOGY RESEARCH LLC CARE FUND CARLOCK TOYOTA ADVISED FUND CHAD AND MARY MARGARET CASE ADVISED FUND DR. AND MRS. DOUG CLARK ADVISED FUND MR. AND MRS. MIKE CLAYBORNE ADVISED FUND COCA-COLA BOTTLING WORKS – C.T.L. CHARITABLE FUND DR. AND MRS. JOHN DAVID CREWS ADVISED FUND MR. AND MRS. WILLIAM L. CREWS ADVISED FUND CUMMINGS FAMILY ADVISED FUND DALRYMPLE FAMILY ADVISED FUND FRANK AND AMY DAVIS ADVISED FUND JUDY AND BOB DAVIS ADVISED FUND MR. AND MRS. WILLIAM HULL DAVIS ADVISED FUND MR. AND MRS. WILLIAM H. DAVIS, JR. ADVISED FUND ALBERT DELGADILLO ADVISED FUND KENNY AND ANNA DILL ADVISED FUND BILL AND SANDRA EASTMAN ADVISED FUND

JOE AND KIM ESTESS ADVISED FUND MR. AND MRS. BARRY FORD ADVISED FUND JACK AND DANA FOSTER ADVISED FUND JACK AND MARY LIB FRANCIS ADVISED FUND FRANKLIN CORPORATION ADVISED FUND HASSELL H. FRANKLIN ADVISED FUND FREEMAN FAMILY ADVISED FUND JOHN PAUL FRERER MEMORIAL DONOR ADVISED FUND FUTURE EDUCATORS OF AMERICA (Rutledge) SCHOLARSHIP ADVISED FUND E. GLENNAN AND JANICE W. GRADY ADVISED FUND ALBERT AND BILLIE GREEN ADVISED FUND BETSEY AND TOM HAMILTON ADVISED FUND RUBYE DEL HARDEN ADVISED FUND JOHN AND SARA FRANCES HARDY ADVISED FUND JASON AND MELISSA HARRISON ADVISED FUND JIM AND LISA HAWKINS ADVISED FUND DAVID HENSON ADVISED FUND SARA M. AND HOWARD R. HINDS ADVISED FUND BABS AND MICKEY HOLLIMAN ADVISED FUND HUNSBERGER/ADKINS JOY ADVISED FUND NANCY INGRAM ADVISED FUND ITAWAMBA GOOD WORKS FUND - MR. AND MRS. MICHAEL WALDORF CHARLES AND JOYCE JOHNSTON ADVISED FUND JO ANN R. JONES ADVISED FUND MRS. E.L. JOYNER ADVISED FUND MR. AND MRS. ERNIE JOYNER, III ADVISED FUND MR. AND MRS. LARRY KIRK ADVISED FUND LANE FURNITURE INDUSTRIES ADVISED FUND HOWARD AND SYLVIA LENHOFF FAMILY TRUST ADVISED FUND PHIL AND VICKIE LITTLE ADVISED FUND ZELL LONG ADVISED FUND M AND A FAMILY ADVISED FUND TERRY G. MANN ADVISED FUND BOBBY P. AND BARBARA M. MARTIN ADVISED FUND MR. AND MRS. DENOTEE MARTIN ADVISED FUND MARTHA AND M.B. MARTIN ADVISED FUND ROBIN AND MIMI MCGRAW ADVISED FUND REV. BARBARA S. AND J. CHESTER MCKEE ADVISED FUND ED AND HELEN MEEK ADVISED FUND ANN PHILLIPS AND HUGHES MILAM ADVISED FUND SUSAN AND GUY MITCHELL ADVISED FUND TFI/ANN B. MITCHELL ADVISED FUND

www.createfoundation.com 19


Donor Advised Funds (Continued)

SARA STEPHENS ADVISED FUND MARTHA SWINDLE ADVISED FUND

CATHERINE AND PAUL MIZE ADVISED FUND

GEORGE M. AND BETTY B. TAYLOR ADVISED FUND

MR. AND MRS. THEODORE S. MOLL ADVISED FUND

NELLAH TAYLOR AND J. MARK MERRITT ADVISED FUND

MARSHALL AND DAPHNE MONTGOMERY ADVISED FUND

PAUL S. THOMAS, III ADVISED FUND

BOBBY MOONEYHAM ADVISED FUND

SANFORD AND SUSAN THOMAS ADVISED FUND

JENNIFER MOONEYHAM ADVISED FUND

MRS. BILLIE H. WADLINGTON ADVISED FUND

BOBBY J. AND MINERVA MOORE ADVISED FUND

ELLEN WALKER ADVISED FUND

PHIL AND SUSAN MORRIS ADVISED FUND

DR. AND MRS. RICHARD WARRINER ADVISED FUND

MARY AND SAM PACE ADVISED FUND

MR. AND MRS. HEYWOOD WASHBURN ADVISED FUND

PALMER FAMILY FUND

CHARLES WEATHERLY ADVISED FUND

DAVID M. PALMER ADVISED FUND

WILLIAM GRAHAM AND MARTHA F. WELLS ADVISED FUND

RAYBURN PARKS ADVISED FUND

MARY AND CHARLES WERNER ADVISED FUND

MR. AND MRS. AUBREY B. PATTERSON ADVISED FUND

LEWIS WHITFIELD ADVISED FUND

GREG AND LISA PIRKLE ADVISED FUND

DR. AND MRS. FAYETTE WILLIAMS ADVISED FUND

JOYCE AND HAL POLK ADVISED FUND

MR. AND MRS. H.L. (SANDY) WILLIAMS ADVISED FUND

LAURIE POWELL DONOR ADVISED FUND

MELVIN AND VALERIE RAY ADVISED FUND R.W. REED COMPANY ADVISED FUND DAKIN REED ADVISED FUND JACK AND LISA REED ADVISED FUND MR. JACK REED, SR. ADVISED FUND LILLA REED ADVISED FUND SCOTT AND ANNETTE REED ADVISED FUND SARAH DILL REILY ADVISED FUND MR. AND MRS. ROBERT RICE, JR. ADVISED FUND JOE K. ROBBINS, JR. ADVISED FUND MR. AND MRS. BRITT ROGERS, III ADVISED FUND MR. AND MRS. JOHN JAMESON ROGERS ADVISED FUND

MR. KENNETH WILLIAMS ADVISED FUND

Thank You

DOROTHY D. AND GEORGE H. RUFF FOUNDATION ADVISED FUND DAVID AND DONNA RUMBARGER (GRACE ADVISED FUND) JOE RUTHERFORD ADVISED FUND MRS. MARY P. SCOTT ADVISED FUND MR. ROBERT H. SCOTT ADVISED FUND ROBERT W. AND KATHLEEN SEYMOUR ADVISED FUND CROFTON AND CAMILLE SLOAN ADVISED FUND JANE SPAIN ADVISED FUND ALICE STAFFORD ADVISED FUND STAGGERS ADVISED FUND

20 www.createfoundation.com

THOMAS L. STENNIS ADVISED FUND MRS. ANNE J. STEPHENS ADVISED FUND

MITCHELL, MCNUTT AND SAMS ADVISED FUND

EDDIE AND PRISCILLA PRATHER ADVISED FUND

KATY AND CLAYTON STANLEY ADVISED FUND

MR. AND MRS. W.T. WILLIAMS, III ADVISED FUND

for giving back to your community.

Advised Fund giving for 2011 reached $1,189,279. Gifts were made to a variety of charitable organizations

including churches, mission organizations, colleges and universities, local

and regional arts venues, and regional tornado relief efforts.


Scholarship Funds

MISSISSIPPI FEDERATION OF MUSIC CLUBS SCHOLARSHIP ENDOWMENT FUND MISSISSIPPI PROFESSIONAL EDUCATOR SCHOLARSHIP MISSISSIPPI THEATRE ASSOCIATION SCHOLARSHIP ENDOWMENT FUND

AMORY ROTARY FOUNDATION SCHOLARSHIP FUND

KAYLA SUE MIZE SCHOLARSHIP ENDOWMENT FUND

AMORY ROTARY LEE MCCOWN MEMORIAL SCHOLARSHIP FUND

ELISE MOBLEY SCHOLARSHIP FUND (PACE)

AMORY ROTARY HOLACE MORRIS SCHOLARSHIP ENDOWMENT

BOB AND MARILYN MONROE SCHOLARSHIP ENDOWMENT FUND

C.C. AUGUSTUS SCHOLARSHIP FUND

TAYLOR MOORE MEMORIAL SCHOLARSHIP ENDOWMENT FUND

PEBBLES EAST AULDS SCHOLARSHIP FUND DENNIS BAILEY & MAXINE MONTS CAMERON MEMORIAL SCHOLARSHIP FUND JULIA BLAKEY MEMORIAL SCHOLARSHIP FUND (LINK CULINARY ARTS)

WINIFRED AND MAYFIELD RILEY TRAVEL SCHOLARSHIP

MARSHUAN BRAXTON MEMORIAL SCHOLARSHIP FUND

MR. AND MRS. TOM ROBINSON SCHOLARSHIP FUND

COACH JOE BRIGANCE SCHOLARSHIP FUND

GEORGE H. SCHULTZ SCHOLARSHIP ENDOWMENT FUND

LARRY BROWN CREATIVE ARTS SCHOLARSHIP ENDOWMENT

DAVID SKINNER SCHOLARSHIP FUND

TIMMY BRYANT MEMORIAL SCHOLARSHIP FUND (TARGET)

TYLER SLOAN MEMORIAL SCHOLARSHIP ENDOWMENT

BYRNE-FIELD SCHOLARSHIP ENDOWMENT FUND

STUBBS SCHOLARSHIP ENDOWMENT FUND

ERNEST CADDEN SCHOLARSHIP ENDOWMENT

TEACHER OF DISTINCTION AWARD FROM TPSD ADMINISTRATION

CLAUDIA RUTH CASTENIR SCHOLARSHIP ENDOWMENT FUND

JOHN N. TODD MEMORIAL SCHOLARSHIP FUND

M. GLEN AND LORA H. DAVIDSON SCHOLARSHIP ENDOWMENT FUND

TUPELO LUNCHEON CIVITAN SCHOLARSHIP ENDOWMENT FUND

RUSSELL DORMAN SCHOLARSHIP FUND

KAROL JEAN VOGE MEMORIAL SCHOLARSHIP FUND

EVA ANN BEASLEY DORRIS SCHOLARSHIP FUND

PRESLY WALLACE, JR SOCCER SCHOLARSHIP

DOUGHERTY SCHOLARSHIP ENDOWMENT FUND

CLAY WAYCASTER MEMORIAL SCHOLARSHIP ENDOWMENT FUND

PATRICIA “ROBIN” DOWS MEMORIAL SCHOLARSHIP FUND

DARREN FENTON NAYC SCHOLARSHIP FUND ALLIENE GIBENS SCHOLARSHIP ENDOWMENT KIM GREEN SCHOLARSHIP ENDOWMENT TODD HARDIN MEMORIAL LEADERSHIP SCHOLARSHIP CAROLINE BRYAN HARRELL SCHOLARSHIP ENDOWMENT FUND THE MARY KIRKPATRICK HASKELL SCHOLARSHIP ENDOWMENT FUND EMILY WRIGHT HORNE MEMORIAL FUND

M & F BANK - JIM AND NANCY INGRAM SCHOLARSHIP FUND ROWLAND JOYNER LEARNING SKILLS ENDOWMENT JUNIOR AUXILIARY OF TUPELO SCHOLARSHIP FUND

JUNIOR AUXILIARY OF WEST POINT/MATT POSEY MEMORIAL SCHOLARSHIP FUND JORDAN LINDSEY CHRISTIAN CHARACTER SCHOLARSHIP ENDOWMENT SAMUEL N. LOGGAINS NURSING SCHOLARSHIP FRANCES MALLORY SCHOLARSHIP ENDOWMENT FUND

ELGAR AND LUENE WAYCASTER MINISTERIAL SCHOLARSHIP ENDOWMENT

Create cbange

KELLEY ELIZABETH HUMPHREYS NURSING SCHOLARSHIP ENDOWMENT FUND SHEILA HUTCHESON AND JAKE MAY MEMORIAL SCHOLARSHIP FUND

PATTERSON MEMORIAL STRINGS SCHOLARSHIP FUND MR. AND MRS. B.L. RIEVES SCHOLARSHIP ENDOWMENT FUND

DR. AND MRS. WALTER BOURLAND SCHOLARSHIP ENDOWMENT

EXPRESS EMPLOYMENT PROFESSIONALS SCHOLARSHIP

CHARLIE NELMS SCHOLARSHIP FOR ENGLISH MAJORS

OWEN B. WHITEHURST SCHOLARSHIP ENDOWMENT FUND WHITESIDE SCHOLARSHIP ENDOWMENT FUND

VALERIA MORGAN WHITFIELD SCHOLARSHIP FUND

Scholarship funds for 2011 created

opportunities for local students with $223,400 in awards. Contact CREATE to

set up your own scholarship fund and begin impacting the future of our re-

gion. Funds may be established in hon-

or or memory of a friend or loved one. A scholarship endowment fund creates

MCCARTY COMPANY SCHOLARSHIP FUND

a perpetual pool of funds to award the

J.C. MCDANIEL MEMORIAL SCHOLARSHIP FUND

scholarship, changing lives both now

EMILY MCDONALD MEMORIAL SCHOLARSHIP ENDOWMENT FUND

and in the future. www.createfoundation.com 21


Scholarship Funds

S

Junior Auxiliary of West Point/ Matt Posey Memorial Scholarship (June 22, 1988 – June 4, 1991) Matt was the son of Dr. Halsey Dee

cholarship funds provide the op-

Posey, Sr. and Lynne Young Posey,

portunity for deserving students

brother of Dr. Halsey Dee Posey, Jr.,

to earn a college education. Funds may be designated for a particular field of study, a specific institution, or a specific county or area. CREATE has

Kristina Posey Taylor, Ryan Kenneth Posey & wife Rebecca Perry Posey, and Reid Kendall Posey all of West Point.

more than 60 scholarship funds. Three

With those beautiful blue eyes and

of these funds are highlighted here.

that contagious big smile, he was always clutching a ball and ready to

Tyler Sloan Memorial Scholarship

play. He never met a stranger and

(December 4, 1989 – May 1, 2010)

was loved dearly by all. In three

Son of Tommy and Kristi Sloan and

brief years, Matt touched countless

brother to Bailey and Madeline, Tyler

lives and continues to do so with this

was a 2008 graduate of Saltillo

scholarship.

High School where he was an avid athlete, participating as a member of the baseball, football, and golf teams. Playing golf was his favorite pastime, and he spent many hours

Clay Waycaster Memorial Scholarship Endowment Fund (December 9, 1985 – April 25, 2005) Clay, son of Mitch and Christy Waycaster and brother to Jill and Ross,

on the course or the driving range at

was a life-long resident of Tupelo. He

The Trace. In anything Tyler chose to

was a 2004 graduate of Tupelo High

do, academically or athletically, he

School where he was a class officer

always strove for excellence.

for four years. He was an award-

Tyler had a magnetic personality, with warm compassion for others and a smile that would light up any room. He had an obvious love for his family, his friends, and all who knew him; and it showed in everything he did.

winning member of the THS golf team, and was selected to attend the Harvard Model Congress in Boston for three years. He participated in the varsity chorus and Wave Connection. He served as president of the Shakespearean Literary Society,

Paramount to the love he had for

Board of Officers for Key Club, and

others was the love he had for his

was active in the Fellowship of Chris-

Savior, Jesus Christ. He was deeply

tian Athletes. He was recognized as

proud of his faith and never missed

a Student of the Month his senior year

an opportunity to witness to his peers. His favorite scripture verse is found in Psalms 27:1. It reads, “The Lord is my light and my salvation – so why should I be afraid? The Lord protects me from danger – so why should I tremble?” 22 www.createfoundation.com

Tyler Sloan (December 4, 1989 -- May 1, 2010)

and was voted a class favorite. He was inducted into the National Honor Society and chosen for the Rotary Code of Ethics Award. These and other achievements led to Clay’s being chosen for the 2003-2004 Tupelo High School Hall of Fame. (Continued on page 23)

Matt Posey (June 22, 1988 – June 4, 1991)


Clay Waycaster (December 9, 1985 – April 25, 2005)

During his freshman year at Ole Miss, Clay was initiated as a member of the Sigma Nu Fraternity and was actively involved in Campus Crusade for Christ. He was an avid Ole Miss sports fan and loved to take in the whole experience of Saturday football games and going to the Grove, spending the day with his family and friends. In describing himself, he wrote: “Ever since I became a Christian, Christ has been the most important thing to me, and He has helped me through all my struggles and done some awesome things in my life.” Clay’s life of 19 years touched many people. He was a shining light in his community, his church and his school.

www.createfoundation.com 23


The 2011 McLean Award winners, Milton Sundbeck, Southern Ionics, Inc., West Point and Robin McGraw, Renasant Bank, Tupelo proudly display their McLean Awards.

24 www.createfoundation.com


McLean Awards

T

he McLean Award for Philanthropy was established to honor individuals, families

and organizations that exemplify CREATE

Community Partner Award

T

he Community Partner Award recognizes organizations which have given extraordinary support to the Commission on the Future of

Founders George and Keirsey McLean’s spirit in

Northeast Mississippi in accomplishing its mission. This year’s award goes

charitable giving. It recognizes extraordinary

to MSU-UM Taskforce on Regional Development. The Taskforce, formed

leadership in people working to improve the

in 2010, was established to help improve the region through addressing

quality of life in their communities and in our

issues in education, economic development, and access to higher

region. This year’s awards were presented to

education. This region is fortunate to have the extraordinary leadership

an outstanding family from West Point and an

and support of Mississippi State University and the University of

outstanding organization from Tupelo.

Mississippi working together to strengthen northeast Mississippi’s regional development.

Christy & Milton Sundbeck Milton Sundbeck is the President and CEO of Southern Ionics Inc. in West Point. Milton and his wife Christy have contributed to their community in many significant ways. They help support many cultural arts events in the area including the Annual Prairie Arts Festival along with Purchase Awards for the art competition, the display of French Impressionists reproduction masterpieces in downtown West Point, and the Howlin’ Wolf Blues Festival. The Sundbecks have also supported many educational and community projects including the Upward Bound Program that helps motivate minority students to graduate from high school and college,

2011 Community Partner Award winners. (L-R) Dr. Richard Blackbourn, Dean,

the West Point High School Tutoring Program,

College of Education, MSU; Kyle Steward, Chief of Staff to the President, MSU;

Bright Horizons, Sally Kate Winters Home for Children, United Way, the Boy Scouts and many others. Renasant Bank The Renasant Bank in Tupelo has a long and varied history of philanthropy in this community. It has supported United Way, Boys and Girls Club, Boy Scouts, CDF, Three Rivers, Downtown Main Street Association, Race for the Cure, Project Hope, the Free Clinic, Red Cross, Gumtree Art Museum, Habitat for Humanity, the Japan American Society, educational

Dr. Andy Mullins, Chief of Staff to the Chancellor, UM; Dr. Dan Jones, Chancellor, UM.

Thank You for creating regional change through philanthropy.

grants, and scholarships for kindergarten through www.createfoundation.com 25


The Mize Pavilion, a multi-purpose facility on the campus of Mississippi State University, is being funded by a generous grant from the The Henry Mize Foundation. The Mize Pavilion is used primarily as a practice facility for MSU’s basketball team. The Mize Foundation is a game changer for MSU.

26 www.createfoundation.com


Crosswind is an outreach min-

Supporting Organizations

istry in Corinth, Mississippi that helps marginalized and hurting people meet practical needs through relationship-based care

W

to obtain self-sufficiency and an

of maintaining a private foundation, support-

Foundation, creates change for

ing organizations of CREATE can put even

hurting people in Alcorn County.

ithout the annual tax reporting,

improved quality of life. Cross-

auditing, and administrative costs

wind, a grantee of the Pierce

more of their dollars to work enhancing and improving the quality of life for northeast Mississippi residents. CREATE is the umbrella for two supporting organizations. The Henry Mize Foundation The Henry Mize Foundation was established in 2003. Mr. Mize’s nephew, Paul “Buzzy” Mize, established the charitable foundation because it was his uncle’s wish to continue to provide funding to the organizations that he loved. “By establishing this foundation, Uncle Henry was certain that these meaningful institutions would continue to receive his support,” said Buzzy Mize. The 2011 Mize Foundation grants exceeded $194,000, making the total investment to our region more than $3.3 million. The Benjamin and Corinne Pierce Foundation The Pierce Foundation was established by Corinne Pierce in memory of her husband, Benjamin, to commemorate his commitment to

The Crossroads Museum at the historic depot in Corinth, Mississippi, is home to many artifacts detailing the history of northeast Mississippi. Located at the famous Crossroads, the Memphis & Charleston and the Mobile & Ohio railroads gave

community and to honor his civic leadership. The

Corinth a significance that made it the most strategic transportation hub during the

2011 Pierce grants and scholarships exceeded

Civil War. The Crossroads still exists and enjoys frequent traffic as Norfolk Southern

$322,000, making the total investment by the

and Kansas City railroads send dozens of freight trains through Corinth each day.

Pierce Foundation in Alcorn County more than $3.4 million.

Thank You

The Crossroads Museum, a grantee of the Pierce Foundation, enriches our community through celebrating its history and cultural arts.

for changing our region for the better.

www.createfoundation.com 27


Commission on the Future of Northeast Mississippi

T

he Commission on the Future of Northeast Mississippi functions as the program arm of CREATE. Its purpose is to strengthen regional unity through community development that’s based on effective, collaborative leadership. To achieve its purpose, the Commission studies regional data, identifies key issues, sets regional goals, and recommends solutions to the issues being addressed. Its 49 volunteer members are from the 16-county region that CREATE serves. The Commission’s overall goal is to dramatically increase the region’s per capita income. Over the last five years, the Commission has focused most of its time and energy on educational attainment. Commission initiatives are designed to improve educational quality and attainment.

PEP (Performance Enrichment Program)

Mississippi Building Blocks has been

employs outstanding high school students

awarded a grant through the Commission

to tutor 4th, 5th and 6th graders. The

to help improve early childhood education

program has been successfully piloted in

in 100 pre-kindergarten classes. Improv-

several Lee County schools. Students par-

ing early childhood education is one of

ticipating in the program have significantly

the Commission’s recommended solutions

improved their standardized test scores.

for dropout prevention and for raising the educational attainment level.

The Commission’s annual Dropout Prevention Summit and State of the Region meetings focus on raising awareness and suggesting solutions for key issues. The following initiatives have been supported by the work of the Commission: • The MSU-UM Taskforce on Regional Development • The Tuition Guarantee Program • PEP Performance Enrichment Program • Early Childhood Initiative

Dr. Dan Jones, Chancellor, University of Mississippi, and Dr. Mark Keenum, President, Mississippi State University, joined forces to form the MSU-UM Task Force on Regional Development. The Task Force seeks to The dream of a college education can become a reality for graduating seniors in 28 northeast Mississippi school districts. The Commission’s Tuition Guarantee Program provides two years of tuition-free college at any of four area community colleges, Itawamba Community College, Northeast

• Dropout Recovery Initiative

Mississippi Community College, East Mis-

• Media Alliance

sissippi Community College and Northwest

28 www.createfoundation.com

Mississippi Community College.

create change for our region through improving the education and economic levels of north Mississippi residents. Key university leaders meet regularly with community and education leaders and have begun implementing Task Force recommendations. The Task Force is focusing on early childhood education initiatives, improving graduation and dropout rates, providing better access to higher education, and retaining collegelevel students.


Commission Members Glenn McCullough, Jr. Chairman Bobby Martin Vice Chairman Alcorn Gary Chandler John Mercier Clayton Stanley Benton Senator Bill Stone Patrick Washington Calhoun John Burt Lisa McNeece Chickasaw Patsy Gregory Bill Smith Clay Kenny Dill Eddie Longstreet Itawamba B.J. Canup Dr. David Cole, Jr. Lafayette Bea Daniels Dr. Gloria Kellum Randy Leister Lee Grace Clark Billy Crews Guy Mitchell, III Judge Rickey Thompson Marshall Dr. Gemma Beckley Mayor Andre DeBerry Del Stover Monroe Skip Miles Dr. Lavon Fluker-Reed Jean Pinkley Oktibbeha Rhonda Keenum Terry Kemp Dr. Tommy Stevenson Pontotoc Phyllis Ford High Judge James L. Roberts, Jr. Prentiss Dr. Johnny Allen Ronny Rowland Tippah Duane Bullard Kyle Smith Tishomingo Greg Pharr Mike Webb Union Betsey Hamilton Phil Morris At Large Hassell Franklin Denotee Martin Eddie Prather Bill Renick Emeritus Jack Reed, Sr. Sandy Williams University Andy Mullins, UM Kyle Steward, MSU

Dr. Lynn Darling, Interim Director, MSU Early Childhood Institute, explains the importance of healthy brain development in children from birth-5 years. Children who do not receive the proper social and intellectual stimulation in the early years will developmentally lag behind their peers. It is often very difficult, if not impossible, for them to catch up socially and academically. The Commission is working to raise awareness of the importance of quality early childhood education which begins in the home. The Commission seeks to raise awareness of all the issues that affect the educational attainment level in our region. Its annual Dropout Prevention Summit brings the issues to light and offers innovative and effective solutions to the region’s education leaders.

www.createfoundation.com 29


30 www.createfoundation.com


Northeast Mississippi Youth Foundation

T

Board of Directors Alcorn County Katie Knight Haley McFall Benton County Keyundra Cole

he Youth Foundation is a youth-

Jarvita Elliot

directed leadership program

Gwin Moore

Serena Ellison

Haley Vassar

Alexis Fullmer

Tippah County

Karli Gaillard Lee County

Page Rowland

Matt Amann

Tishomingo County

Canary Brooks Amber Frederick Holly Harrington Makel Hutchins Zierra Long

offered to 11th and 12th graders

Makenzee Whaley

in northeast Mississippi. Students

Calhoun County

Joseph Rebentisch

Ashley Wooten

Sadie Simmons

learn about philanthropy and community involvement by building their

Seth Cappleman

Ben Matthews

Johnny Dean Union County Kellie McClelland Jodie McMillen Meredith Mueller Marcus Schallock Drew Warford

own endowment fund and awarding grants. Now in its tenth year, NEMYF is a thriving and dynamic youth organization that encourages its members to look outside their own neighborhoods, schools, and groups of friends to help raise awareness of the needs in our region and to award grants to those with the greatest need. Chickasaw County 2011-2012 Officers Chair: Reagan Byrne Vice Chair: Page Rowland

Reagan Byrne

Maggie Wood

Trey Franklin

Monroe County

Whitney George

Kyle Dahlem Emily Earnest

Secretary: Sam Russell

Clay County

Asst. Secretary: Zierra Long

Reid Posey

Oktibbeha County

Treasurer: Marcus Schallock

Drew Shirley

Mary Kate Hughes

Asst. Treasurer: Trey Franklin

Itawamba County

Historian: Makenzee Whaley

Macy Riley

Asst. Historian: Mary Kate Hughes

Bethany Wilemon Bethanie Harris Lafayette County Demetrius Plaxico Zach Cain

Lauren Hughes Wheeler Richardson Brian Xu Pontotoc County Hanah Faris Taylor Floyd Jordan May Sam Russell

2011 Grants Alcorn--J. Baxter Trailer Park Basketball Court Project: $500 Benton--Save-a-Life: $411 Chickasaw--County SoccerAssociation Scholarships: $300 Lee--Boys & Girls Club of North Mississippi: $411 Oktibbeha--Project Class--backpacks and food for needy

children for weekends: $300 Pontotoc--Million Meals--food for starving children: $600 Tishomingo--Crow’s Neck Environmental Education Center: $411 Union--First Choice-baby items for teen mothers-to-be: $411

www.createfoundation.com 31


FINANCIAL MILESTONES

Net Assets Contributions Grants Endowments - number Endowments - amount Donor Advised Funds

Percentage change from 2000

Percentage change from 2010

2000

2008

2009

2010

2011

$28,308,904

$40,005,185

$44,144,381

$53,723,287*

$56,489,923*

99%

5%

$2,234,555

$3,239,825

$5,277,037

$12,647,155

$9,659,149

332%

-23%

$1,747,212

$3,733,403

$3,993,176

$7,667,602

$5,969,016

241%

-22%

36

98

113

127

135

275%

6%

$3,770,948

$12,895,971

$16,968,962

$25,600,631

$28,958,846

667%

13%

53

168

184

147**

149**

181%

1%

29

143

136**

166

185**

537%

11%

Special Projects

*Includes Journal, Inc. assets of $22,440,171 for 2011. Does not include $10 million Pierce and Mize Supporting Organizations. **Retired several funds that were inactive or transferred into other funds.

Investment Performance LETTER FROM BOBBY P. MARTIN Chair of the Investment Committee, CREATE Foundation Dear Friends, In 2011, the market continued its volatility. For the year, the overall portfolio was (1.27%) which was slightly better than the fund custom blended benchmark. Over $5,680,000 was contributed to our pooled endowment fund. Our investment committee meets quarterly with our investment advisors to review performance. We take our fiduciary responsibilities seriously as we work to maximize investment returns through a prudent investment process. Sincerely, Bobby P. Martin

32 www.createfoundation.com

Center for Fiduciary Excellence Certification The Center for Fiduciary Excellence (CEFEX) has certified the general investment account of the CREATE Foundation, Inc. CREATE Foundation is the first foundation in the world to successfully complete the independent CEFEX certification process. The CEFEX standard of excellence for investment stewards is based on 22 fiduciary practices that seek to increase long-term investment performance by diversifying the portfolio, evaluating investment management fees, and selecting investment managers.

National Standards Compliance The CREATE Foundation has been confirmed in compliance with the Council on Foundations National Standards. The National Standards Seal signifies that CREATE Foundation has met rigorous National Standards and has demonstrated its commitment to financial security, transparency, and accountability. “When people use CREATE Foundation to make a charitable bequest, establish a fund, or make a contribution, they do it knowing that we have met standards for donor services, investment management, grantmaking, and administration. The National Standards Seal is excellent validation of the work we do on behalf of our donors and our community,” says Mike Clayborne, President.

Audit The CREATE Foundation annually engages the services of an independent accounting firm to perform an audit of the Foundation’s financial statements. As part of the audit, the firm also reviews the internal controls and various policies and procedures to ensure the Foundation staff is adhering to the most current accounting practices. The Foundation’s auditor, Nail McKinney Professional Association, has issued an unqualified opinion on the financial statements for the year ended December 31, 2011. Complete audited financials are available at www.createfoundation. com or may be obtained by calling the CREATE office at 662.844.8989.


CONTRIBUTIONS 2000

$2,234,555

$16,500,000*

2005 $4,969,348

2006

$5,197,226

2007

$3,239,825

2008

$5,277,037

2009 2010

2011

$0

$12,647,155** $9,659,149

$4,000,000

$8,000,000

$12,000,000

$16,000,000

*Total contributions for 2005 included special gifts from Marchbanks and Pentair. **Total contributions for 2010 included two major projects: the Fulton Playgarden Park and the MSU Mize Pavilion.

NET ASSETS 2000

$28,308,904

2005

$43,717,455

2006

$48,480,874

2007

$50,680,684

2008

$40,005,185

2009

$44,144,381

2010

2011

$0

$15,000,000

$53,723,287 $56,489,923

$30,000,000

$45,000,000

$60,000,000

*Journal Assets of $23,430,156 for 2010 are included. Net Assets do not include $13.5 million Pierce and Mize Supporting Organizations.

www.createfoundation.com 33


Mission Statement CREATE Foundation is committed to improving the quality of life for the people of northeast Mississippi through: • Building permanent community endowment assets • Encouraging philanthropy and managing charitable funds contributed by individuals, families, organizations and corporations. • Strengthening the regional community development capacity. • Taking a leadership role on key community issues and impacting the region through gifts and targeted grant-making.

213 West Main Street PO Box 1053, Tupelo, MS 38802 662.844-8989 Fax: 662-844-8149 www.createfoundation.com

2011_Annual_Report.pdf  

young. We believe the first 5 years are vital to physical, CREATE, Inc. to stimulate gifts from local citizens, founda- leaders, business le...

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