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Your Community Foundation

Dear Friends,

Your Resource

As we celebrated 15 years serving the North Florida Community, the Foundation continued to see strong growth in all areas: Assets Investment Growth Contributions Grants

$26.6 Million 15.6% $7.2 Million $2.4 Million

Board of Directors Stan Barnes Chairman

Everitt Drew Chair Elect

Rick Shapley Secretary/Treasurer

Beverly Burleson

Mildred Dadisman

Kathy Dahl

Kelly Dozier

Tim Edmond

Alex Hinson

Winston Howell

Rob Langford

J.R. Long

John Pettit

Martin Proctor

Katrina Rolle

Gary Wright

Expanding on our mission to promote philanthropy and support charitable organizations, we launched our first initiative, in the fall of 2012. The website serves as an information resource for the community and connects donors and nonprofits. showcases our remarkable local nonprofit organizations. We hope you visit to learn more about your favorite charities and discover new ones. In conjunction with the launch of, we held our first Match Day. Match Day far exceeded our expectations with generous contributions from the community of more than $75,000. These gifts combined with additional matching funds resulted in $105,000 to local nonprofits. Our hope is this report will give you some insight on the many individuals and nonprofit organizations in our community achieving their charitable interests and goals through the Community Foundation. We connect people with nonprofits. We help individuals with their passion for giving. We help nonprofits build for the future. As the community’s resource for information for donors and nonprofits, we are proud to be part of this community. For Good. For Ever.

Emeritus Directors

We look forward to being your information resource for the next 15 years and more. Sincerely,

Stan Barnes Stan Barnes, Chairman

Carrol Dadisman

Community Foundation 2012 Annual Report

Louise Humphery* *Deceased

Joy R. Watkins, JD, President

Community Foundation of North Florida Staff

Joy Watkins President 2

Brooks Pettit

Todd Abernethy Chief Financial Officer

Caroline Bielby Grants & Nonprofit Coordinator

Debara Jump Director of Marketing & Projects

Visionaries & Funders

Founding Members

The Founding Members of the Foundation are visionaries whose generous financial sup-

E.C.* & Tillie Allen

Duby & Sallie Ausley

Bud Carlson

Rhea Chiles

Carrol & Mildred Dadisman

Sherrill* & Grace Dansby

Everitt & Julie Drew

Colin & Phyllis English

Don Everett

Louise Humphrey*

Ralph* & Jean Hurst

George & Marian* Langford

John & Ellen Lewis

Carl Monson

Jack Mowell

Robert Parish

Todd & Rosie Patterson

Brooks & Almena Pettit

Mary Roberts*

Bob & Marcia Thornberry

port provided the initial operating capital for the Foundation. In just 15 short years, that initial operating capital of $1 million has resulted in a pool of $26.6 million in charitable funds. Our Founding Members’ photos are to the right and the logos are at the bottom of the page.

Founders Members of the Tallahassee Regional Estate Planning Council (TREPC) realized that many of their clients wanted to create a permanent charitable legacy but were discouraged by the associated complexity and expense. So, they formed the Community Foundation to provide a simple and cost-effective vehicle for people to create charitable legacies and for nonprofit organizations to build endowments. The result is a pool of funds that will benefit the community for generations. Our Founders are pictured below.

Tim Warfel, Carl Monson, Tom Norman, Fred Thomson, Terry Dariotis and Bud Carlson

Richard Pippel

Not Pictured: Del & Kathy Archibald and Larry & Hilda Strom *Deceased Ben Watkins

Armer* & Beverly White

Community Foundation 2012 Annual Report


Your Community Foundation

Your Resource


been associated with

Helping People Give to Their Favorite Charities

the Foundation since its

People may establish a charitable fund with us ($5,000 minimum)

inception. Many of our

that operates much like a private foundation but without the expense,

“We’re proud to have

clients, both individuals and nonprofit organizations, have used

administrative burdens and restrictions. A charitable fund may be created

them reach their goals, whatever those

accounting, audit, investment, grant research, etc. And, you get to do the

Foundation provides knowledge and resources for investing and endowment management, to which many organizations may not otherwise have access. The Foundation is dedicated to bringing those with financial resources together with those in need, so that everyone in our community benefits.” - Rick Carroll, CPA, Carroll & Company

Cindy Holmes

Ayn Gregory

John & Kelly Pettit, with Rachel Bartlett and Coleman Brooks

Carrol & Mildred Dadisman

John & Kathleen Radey

Lou and Calynne Hill

Janet Hinkle

fun and rewarding part: recommend grants from your fund to your favorite charities.

provides a safe and cost effective

plans. For nonprofit organizations, the

Bill & Nolia Brandt

becomes the back office administrator of your foundation (we call it a charitable fund) handling all of the administrative details, IRS compliance,

means of carrying out charitable giving

Sally McCord

during life or at death. Once you establish a fund, the Community Foundation

the Community Foundation to help

may be. For individuals, the Foundation

Fred McCord

Three Primary Reasons to Create a Charitable Fund at the Foundation To Be More Organized • Receive one tax receipt for all of your charitable gifts • Receive regular reports showing the charities you support • Receive a buffer from solicitations

To Create a Legacy of Giving • Continue your giving beyond your lifetime • Include your children and grandchildren, if you wish, to share your

philanthropy values and a tradition of giving • It is easier and more cost effective than a private foundation

To Achieve Maximum Tax Advantages • Escape capital gains tax by funding your charitable gifts

with appreciated assets • Shelter income by giving larger amounts in good income

years and giving grants to charities over time • Give more away by investing your charitable dollars • Reduce your current income tax obligation

and remove assets from your taxable estate by establishing a fund at the Foundation 4

Community Foundation 2012 Annual Report

Your Resource for Building NONPROFIT ENDOWMENTS

Helping Charities Build Endowments

Any person may choose to establish an endowment for their favorite charity or a nonprofit organization may place their endowment (or a portion of it) under the umbrella of the Foundation. Once established (with a gift of $5,000 or more), an agency endowment fund may be added to at any time by anyone. An agency endowment at the Community Foundation offers a stable, predictable and ongoing source of income for nonprofits. As the administrator of the endowment, the Foundation handles all of the investments, gifts, accounting, auditing and administrative burdens freeing the staff and board of the nonprofit from these responsibilities.

Primary Reasons for Establishing an Agency Endowment at the Community Foundation: • Professional endowment investment expertise • Diversified investment portfolio

Big Bend Cares

Elder Care Services

Epilepsy Association of the Big Bend

The Foundation for Leon County Schools

Gadsden Arts Center

Kids Incorporated

Legal Services of North Florida

United Way of the Big Bend

Big Bend Hospice

• Increased donor confidence by partnering

with a professional endowment building organization • Lower costs due to the economies of scale • Increased visibility for the endowment • Reduced administrative burdens • Third party protection ensuring dollars

will be preserved as an endowment and not used for any other purpose • Predictable annual distributions

Community Foundation 2012 Annual Report


Your Community Foundation

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“We have found the Community Foundation

Whatever your philanthropic passion, the Community Foundation can customize a powerful approach to your specific charitable

of North Florida to be an

interests. The next two pages contain a listing of the current funds at the Foundation giving you an idea of what you may create

easy, efficient way to give back to our remarkable community.” - Winnie & Dave Schmeling

“The Foundation is the perfect vehicle for our family’s charitable giving strategy. We wanted to create a program that not only supported our current giving but also would establish a mechanism our family could use for years after we are gone. We wanted to not only give our children an inheritance but also a gift and opportunity to help their community. Our family foundation at CFNF gives us this capability.” - David & Tanya Wilkins

Lir Sullivan


Nelle Bunn

Community Foundation 2012 Annual Report

during your life or with a gift at death. Let us help make 2013 the year your name appears here!

Donor Advised Funds These funds are established by individuals and families who wish to stay involved with their charitable gifts. The Fund operates much like a private foundation with CFNF handling the administrative complexities and the donors recommending grants from their Fund to their favorite charities. • • • • • • • • • • • • • • • • • • • • • •

Alderin Family Fund Thomas W. and Leslie Frye Allen Family Fund Anonymous Donor Advised Fund Marvin Arrington Memorial Fund Charles and Patti Billings Fund Ken and Jean Boutwell Family Fund Brandt Family Charitable Fund Brooks Family Fund Haskew H. Brantley Jr. Charitable Fund Nelle Carter Bunn Fund Bob and Beverly Burleson Fund The Butler Agency - Cliff and Denise Butler Endowment Fund Bye Family Fund Dadisman Family Fund Kathleen and Jim Dahl Family Foundation Fund J.W. Richard Davis Charitable Fund Dodd-Barnes Charitable Fund Laurie and Kelly Dozier Family Fund Howard and Susan Eisenman Charitable Fund FAIA Good Works Fund Robert R. and Marjorie M. Feagin Fund Fishback Family Community Fund

Bryan Pease

Tom and Leslie Allen

• • • • • • • • • • • • • • • • • • • • • • • • • • • • • •

Smith Family

Tina Gilchrist Fund Louis and Calynne Hill Fund Louis and Mart Hill Fund Ann and Emory Hingst Fund Donald Hinkle Fund Janet Hinkle Fund Alexander L. and Jane C. Hinson Fund Wilson and “Tee” Hinson Fund Ron and Carolyn Hobbs Family Fund Cynthia L. Holmes Fund Barbara and Ted Judd Fund Knight Foundation Donor Advised Fund Billy Lambert’s Big Heart Fund Lanigan Partners Fund Margie Sue and Murray Lasley Endowment Fund Lilly Field Community Fund Lohrengel Family Fund William Hendren Long Memorial Fund Sally and Fred McCord Family Fund Wayne and Margie Mixson Fund Brandon Moeller Memorial Fund The Mustian Fund Ermine M. Owenby Fund P & C Fund Bryan A. Pease Memorial Fund PJCMM Fund Pettit Children’s Fund Pettit Family Community Fund George and Brenda Pfeiffer Endowment Fund Tom C. Proctor, Jr. and Gina Proctor Charitable Fund

Dozier Family

Hill/Pettit Family

• • • • • • • • • • • • • • •

Unrestricted Funds

David & Winnie Schmeling Family Fund Elizabeth and Mark Scott Family Fund Slappey Fund East Slappey Fund West David and Kathleen Smith Family Fund Ed and Liz Snyder Family Fund Thomson Family Fund Ben and Joy Watkins Charitable Fund Barry and Tiffanie Webster Family Fund Weidner Family Fund West Family Fund Bill & Colleen Wiley Family Fund Wilkins Family Charitable Fund John L. and Linda Munroe Williams Charitable Fund Zongker Family Fund

Through an unrestricted fund, donors enable the Foundation to address the changing and emerging needs and issues in the community. • Community Foundation Opportunity Fund • Jefferson County Opportunity Fund • Ethel and Edwin Ramsey Fund

Louis Hill, Sr.

Foundation not only to better organize our charitable giving but also to insure our giving would continue

When an opportunity arises, the CFNF board creates a project fund to address a specific need. • Community Knowledge and Capacity Building Project Fund • NonprofitABLE Project Fund

after we were gone. We believe that the Foundation is the perfect vehicle to provide both centralization and perpetuity.”

Operating Funds

These funds enable fundholders to honor lives and help students pursue their education goals to reach their full potential. • Bertram J. Birbiglia Jr. Scholarship Fund • Bowers Scholarship Fund • Cuffe Family Scholarship Endowment Fund for Tampa Catholic • Dale Pullen Memorial Scholarship Fund • Elsie Schulte Scholarship Fund • Florida Surveying and Mapping Society Scholarship Fund • Lir Sullivan Academic Scholarship Fund • Louis Hill Sr. Scholarship Fund for the Tallahassee Community College Take Stock in Children Program

Don Hinkle

Advised Fund with the

CFNF Project Fund

Scholarship Funds

Bob and Beverly Burleson

“We established a Donor

Gifts to an operating fund sustain the work of the Community Foundation. • Community Foundation Operating Endowment • Community Foundation Operating Fund

Chuck and Patty Mitchell

“The Community Foundation has been an excellent resource in

Field Of Interest Funds

assisting us to give back to

Field of Interest Funds support broad community initiatives such as the environment, arts, education, youth programs, or to support organizations in a specific geographic area. • Community Foundation Disaster Relief Fund • Ann Grossmaire “Be The Change” Fund • Spotted Dotted Sable Mae Gregory Fund • Will Wright, Jr. Memorial Fund

Fred and Ruth Ann Thomson

Jim and Kathy Dahl

Mark and Betsy Scott

local ministries and nonprofit organizations serving the critical needs of our Tallahassee community.” - Barry & Tiffanie Webster

Ron and Carolyn Hobbs

Meredith Fishback

- Alex & Jane Hinson

Ray and Kathy Bye

Gary and Debbie Pullen

Peter and Julie Lohrengel

Stan and Tenley Barnes

Community Foundation 2012 Annual Report


Your Resource

Your Resource for Information

Your Community Foundation


Ambassador Society

Members of the Ambassador Society are past board members who help keep the community informed about the Foundation and its activities.

Calynne Hill, Co-Chair

Paul Sullivan, Co-Chair

Ruth Akers

Duby Ausley

Bobby Bacon

Martha Barnett

Ken Boutwell

Flecia Braswell

Cliff Butler

Ray Bye

Bud Carlson

Bill Colledge

Carrol Dadisman

Walter Dodson

Wayne Edwards

Steve Evans

Randy Hanna

Lawton Langford

Blucher Lines

John Medina

Chuck Mitchell

Wayne Mixson

Carl Monson

Robert Parrish

Brooks Pettit

Palmer Proctor

Vereen Smith

Larry Strom

Not Pictured: Dean Jerger

Fred Thomson 8

Marcia Thornberry

Community Foundation 2012 Annual Report

Tom Warfel

Your Resource forLeaving a Legacy Legacy Society

A gift at death through a bequest, trust, life insurance policy, retirement plan, or other deferred arrangement is an excellent way to create or enhance a legacy. The gift may establish a new fund or add to an existing fund. The Foundation accepts those gifts at the death of the donor and carries out the donor’s charitable wishes.

The Legacy Society provides an avenue for the Foundation to thank donors who have planned a future gift and recognize them during their lifetime. Please contact the Community Foundation if your name should be included as a member of the Legacy Society or if you would like more information about creating your legacy. • Anonymous Donors

• Susan Rountree Hall

• Carl G. Monson

• Don Alford

• David F. Harvey

• Cal and Lou Ogburn

• Dale Allen and Karen Klena

• Janet Hinkle

• Robert R. Parrish, Jr.

• Rick R. Barnett, Sr.

• Lawton and Beth Langford

• Ron and Gayle Pease

• Flecia Braswell

• Margaret Levings

• Brooks and Almena Pettit

• Ray and Kathy Bye

• Regine Maligne

• Frank and Mary Ruff

• Bill and Suzi Colledge

• Anita Marlowe

• David and Kathleen Smith

• John Curry

• Fred McCord

• Mary Ellen Strongoski

• Grace H. Dansby

• Chuck and Patty Mitchell

• Christopher and Liza Sullivan

• Steve and Linda Evans

• Gov. Wayne

• Paul and Cindy Sullivan

and Margie Mixson

• Ayn Gregory

Ray and Kathy Bye

Flecia Braswell

Janet Hinkle

Lawton & Beth Langford

Carl Monson

Robert Parrish

• Dan and Denise Volmer

Grace Dansby

Steve & Linda Evans

Fred McCord

Chuck & Patty Mitchell

Wayne Mixson

Smith Family

Paul & Cindy Sullivan

Brooks & Almena Pettit

Ayn Gregory

Community Foundation 2012 Annual Report


Your Community Foundation

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Nonprofits or donors of an agency may establish an endowment fund to serve as an ongoing source of income and help

“We believe that the Elder Care Mission to serve at risk elders in our community is very important. Our five year involvement with the organization led us to look for a way to continue supporting their important work. Establishing an endowment fund seemed to be a good way to easily contribute on an ongoing basis.

secure the organization’s financial future. The Community Foundation is proud to professionally manage and invest endowment funds for the following agencies: • 211 Big Bend Endowment Fund

• Catholic Charities of Northwest Florida Endowment Fund

• Ability 1st Endowment Fund

• Chaires United Methodist Endowment Fund

• Advent Episcopal Church Endowment Fund

• Christ Episcopal Church Endowment Fund

• American Red Cross, Capital Area Chapter Endowment Fund

• Consumer Credit Counseling Service of

• America’s Second Harvest

Greater Atlanta Endowment Fund • ECHO Outreach Ministries Endowment Fund • Eagle’s Nest Endowment Fund • Early Learning Coalition of the Big Bend Region Endowment Fund • Elder Care Services Endowment Fund • Elder Care Services Elizabeth O. Clemons Endowment Fund • Elder Care Services, James M. & Theresa A. Croteau Endowment Fund • Elder Care Services Annie S. Harris Endowment Fund • Elder Care Services Lizanne Moncrief Memorial Scholarship Endowment Fund • Elder Care Services William H. Moncrief Endowment Fund • Elder Care Services Elma W. Patronis Meals on Wheels Endowment Fund • Elder Care Services Neora G. Janssen Endowment Fund • Epilepsy Association of the Big Bend Endowment Fund • Fellowship of Christian Athletes Endowment Fund

• • • • • • •

We hope the annual distribution from the fund will help serve more seniors with meals or provide other support that will help them stay safe and healthy in their own homes.” - Jim & Theresa Croteau

• • • • • • •

of the Big Bend Endowment Fund Animal Shelter Foundation Endowment Fund Aucilla Christian Academy Endowment Fund Big Bend Cares Endowment Fund Big Bend Habitat for Humanity Endowment Fund Big Bend Homeless Coalition Endowment Fund Big Bend Hospice Foundation, Inc. Endowment Fund Big Brothers Big Sisters of the Big Bend Endowment Fund Boys & Girls Club of the Big Bend Boys Town Field of Dreams Fund for Achievement & Academic Programs Brain Injury Association of Florida Endowment Fund Brehon Institute Endowment Fund Bruce J. Host Library Center Fund Budd Bell Early Learning Endowment Fund for Kids Incorporated of the Big Bend Capital City Kiwanis Foundation Endowment Fund

The Magnolia School A School for Active Learning


Community Foundation 2012 Annual Report

• FACTE/FSNA Endowment Fund

• S.K. Nayak Memorial Scholarship Fund

• Florida Wildlife Federation Endowment Fund

• St. Marks Refuge Association Endowment Fund

• Foundation for Marriages and Families Endowment Fund

• Stubbs’ Educational Foundation Endowment Fund

• Friends of Maclay Gardens Endowment Fund

• Tallahassee Ballet Endowment Fund

• Friends of Wakulla Springs Endowment Fund

• Tallahassee Fuller Center for Housing Endowment Fund

• GFWC Woman’s Club of Tallahassee, Inc. Endowment Fund

• Tallahassee Little Theatre Endowment Fund

“As the most historic high

• Gadsden Arts, Inc. Endowment Fund

• Tallahassee Senior Citizens Foundation Endowment Fund

school in the state of Florida,

• Girl Scout Council of the Apalachee Bend Endowment Fund

• Tallahassee Youth Orchestras Endowment Fund

Leon High School is proud to be

• Goodwood Museum & Gardens Endowment Fund

• Taunton Family Children’s Home Fund

• Collections at Goodwood Museum &

• The Alzheimer’s Project Endowment Fund

associated with the Community

Gardens Endowment Fund • Holy Comforter Episcopal Church Endowment Fund • LeMoyne Art Foundation Endowment Fund • Leadership Tallahassee Endowment Fund • Lee’s Place Endowment Fund • Lee’s Place General Fund • Legal Aid Foundation of the Tallahassee Bar Association Endowment Fund • Legal Services of North Florida Endowment Fund • Leon County Humane Society Endowment Fund • Leon High School Foundation Endowment Fund • Lewis-Marxsen Community Fund for the Carrabelle Library • Lighthouse of the Big Bend • Literacy Volunteers of Leon County Endowment Fund • Magnolia School Endowment Fund • Museum of Florida History Foundation Endowment Fund • Office of the Public Guardian Endowment Fund • Pace Center for Girls Endowment Fund • Panhandle Pioneer Settlement Endowment Fund • Patricia Boyd McLain Fund fbo Midway Magnet School • Pregnancy Help & Information Center Endowment Fund • Refuge House Endowment Fund • John G. Riley Foundation Endowment Fund

• The Foundation for Leon County Schools Endowment Fund • The Shelter Endowment Fund • Tree House of Tallahassee Endowment Fund • Turn About Endowment Fund

Foundation. Our endowment at the Community Foundation ensures the funds will be protected

Leon High School F O U N D AT I O N

C H A RT E R E D I N 1 9 8 1

in perpetuity to address critical

• United Way of the Big Bend Endowment Fund

needs of the school and its students. The

• Wakulla County Senior Citizens Council Endowment Fund

relationship with CFNF lets us focus on

• Washington Improvement Group Endowment Fund

the Keep Leon Strong campaign, the School’s first-ever endowment campaign, while the Foundation professionally invests and administers the endowment

Visit the Foundation’s website, for a list of 2012 Donors and 2012 Grants.

to ensure the school’s excellence for generations to come.” - Ida Thompson & Angie Sipple, Co-Chairs, Endowment Campaign

Community Foundation 2012 Annual Report


Your Community Foundation

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“Match Day was a very creative way to motivate donors to give. Providing the chance for a gift to leverage additional funding was a great incentive for me to go

Match Day

To showcase, the Foundation held the first community wide online Match Day. Match Day was an online fundraising event made possible through the Knight Foundation and the Ethel and Edwin Ramsey Fund. Donors had the opportunity to double their gifts to their favorite charity with matching funds from the Foundation. The community’s response and generosity was remarkable. On Match Day, 445 donors made contributions totaling more than $70K to their favorite organizations on With the community’s support and matching funds, Match Day raised $103,000 for local nonprofits.

15th Anniversary Celebration The Foundation hopes to offer a second match day in the fall of 2013 – watch for details.

that extra mile.” - Marjorie Turnbull, Donor “I saw Match day as an opportunity to add a little cash to the General Fund of charities I already support. Having my donation doubled was a motivator for me. ” - Cecilia Loeb, Donor

“There are many nonprofits that I support listed on the website and I decided it would be a good time to donate.” - Beth Desloge, Donor

The Community Foundation celebrated its 15 Year Anniversary in April of 2012. Many of the Foundation’s long standing friends attended the Celebration including current and past board members, emeritus directors, founders, founding members, ambassador society, fund holders, nonprofits, current and former investment committee members, advisors as well many others in the community that have a connection to the Foundation. The Celebration was a great opportunity for the Foundation’s board and staff to thank friends and the community for embracing the Foundation’s mission the past 15 years.

Joy Watkins, Brooks Pettit, Carrol Dadisman and Stan Barnes

Stewart Hinson, Wilson and Tee Hinson, with Jane and Alex Hinson

“Match Day was so exciting! It was an ideal way to highlight Leadership Tallahassee to our members and generate “buzz” about non-profits to the

Ray Bye, Duby Ausley and Tim Edmond

Mildred Dadisman and Mary Call Proctor

Calvin Zongker with Fred and Sally Kreimer

Tim Warfel and Fred Thomson

community at large.” - Barbara Boone, Executive Director Leadership Tallahassee


Community Foundation 2012 Annual Report

Knight Foundation DONOR ADVISED FUND

“We are incredibly grateful to the Knight Foundation and the Community Foundation for their support of the Women Can Run!

Awarded $137,313 in Grants

project. Encouraging and preparing more women to

As a component fund of the Community Foundation, the Knight Fund awarded

Bahia Ramos Director Community Foundations Knight Foundation

$137,313 in grants to the local community. The grants funded 8 local projects each

run for public office is an important step

encouraging an informed, engaged community in alignment with Knight’s priority area.

towards women’s greater representation

The Knight Fund was created in 2004 as part of Knight’s Communities Program to improve

in elected leadership. Diversity in

the quality of life throughout the country where the Knight Brothers previously owned

perspectives and experiences elevates


political dialogue and policy decisions. “

The Community Foundation is pleased to serve as a vehicle for the Knight Foundation and assist Knight in funding important projects in our community.

- Haley Cutler, Executive Director The Oasis Center for Women & Girls’

2012 GRANT RECIPIENTS: » Boys & Girls Clubs of the Big Bend - Project Citizen » Center for Health Equity, Inc. - Community Transformation Project » The Center for Independent Documentary – FRENCHTOWN » Democracy Works, Inc. - Turbo Vote Initiative at Tallahassee Community College

» Intercambio Uniting Communities - Immigrant Guides for Catholic Charities » The Oasis Center for Women & Girls, Inc. - Women Can Run, Part III » Community Foundation of North Florida - and NonprofitABLE

“Knight Foundation’s funding of Project Citizen allows us to engage middle school club members in the democratic process by identifying important social issues affecting their community; voting and selecting one issue to change; writing proposed legislation addressing the issue, including

The Knight Foundation Donor Advised fund is currently the only fund at the Community Foundation accepting grant applications. To learn more about the Knight Fund, funded projects and guidelines for applying, go to and click on Nonprofits and then Apply for a Grant.

budget concerns; and then presenting proposed legislation to local legislators. Without Knight’s support this program would not be possible” - Theresa A. Flury, President/CEO Boys & Girls Clubs of the Big Bend

Community Foundation 2012 Annual Report


Your Resource

Your Resource for Investments

Your Community Foundation

The Board of Directors and the Investment Committee oversee the investments of the Foundation by engaging professional investment advisors, developing investment and spending policies and monitoring investment performance. The Foundation seeks investment returns that are sufficient to preserve and enhance the real, inflation-adjusted grant-making power of its endowments, while maintaining acceptable levels of risk.

Tom Allen - Chairman Capital City Bank

Stan Barnes - Past Chair Allen Mooney & Barnes Investment Advisors

Investment Committee Members

Tom Deison Allen Mooney & Barnes Investment Advisors

Michael Kramer Desloge Home Oxygen & Medical Equipment

Lawton Langford Municipal Code Corporation

Rip Kirby Rehab Technologies, LLC & Southern Fidelity Mortgage Group

Gary Wright Retired, Farmers & Merchants Bank

Investment Consultant We have engaged Fund Evaluation Group (“FEG�) to assist us in attaining our goal of achieving superior long-term investment per-

Financial Highlights

formance. FEG is headquartered in Cincinnati, Ohio, and has extensive experience in endowment building and long-term investment

strategies for foundations. They assist 250 foundations across the country, 51 of those being other community foundations. FEG has more than $36 billion in assets under management.

8,000,000 7,500,000 7,000,000 6,500,000 6,000,000 5,500,000 5,000,000 4,500,000 4,000,000 3,500,000 3,000,000 2,500,000 2,000,000 1,500,000 1,000,000 500,000 0

Contributions $7.2 Million Over $36 Million (since inception)

98 99 00 01 02 03 04 05 06 07 08 09 10 11 12


Grants $2.4 Million


26,000,000 24,000,000

2,200,000 2,000,000


Over $11.5 Million (since inception)
















6,000,000 4,000,000

200,000 0

Assets $26.6 Million


98 99 00 01 02 03 04 05 06 07 08 09 10 11 12


98 99 00 01 02 03 04 05 06 07 08 09 10 11 12

Community Foundation audited financial statements and IRS Form 990 are available to view at 14

Community Foundation 2012 Annual Report


Honor Roll of Professional Advisors

The Community Foundation is proud to be a charitable planning resource for local estate planning professionals. We organize many educational opportunities through the Tallahassee Regional Estate Planning Council to expand their knowledge and update them on recent developments and changes. We value our long standing relationship with the local community of professional advisors.

“Our clients have found that the Community Foundation aids them in their charitable giving and estate planning. The Foundation provides a simple structure, overall solid investment strategies and

The Foundation is pleased to recognize the following estate planning professionals for connecting their clients with the

wonderful record keeping all while

Foundation to accomplish the client’s goals. The efforts of these advisors meet their clients objectives and directly benefit

benefiting the community. Our clients

nonprofit organizations today and for generations. Please contact us if your name should be listed on the Honor Roll.

can better achieve their charitable giving goals and wealth transfer strategies for

Jeff Askins, CFP Six Pillars Financial Advisors Stan Barnes, CFP, CLU Allen Moody & Barnes Investment Advisors, LLC David Beidel, CPA Beidel & Company, P.A. Sarah S. Butters, Attorney Holland & Knight

Stuart E. Goldberg, Attorney Law Offices of Stuart E. Goldberg, P.L. Randy Graham, CPA Randall Graham, CPA, P.A. Andrew Graybar, CFP, MBA, CLU, CRPC, ChFC Ameriprise Financial

Bud Carlson, CLU Earl Bacon Agency

George Gwynn Williams, Gautier, Gwynn, DeLoach & Sorenson, P.A.

Rick Carroll, CPA Carroll & Company

Donald Hinkle, Attorney Hinkle & Foran

John Curry, CLU, ChFC, AEP, MSFS North Florida Financial Corporation

Alex Hinson Lines, Hinson & Lines

Terry T. Dariotis, Attorney Terry T. Dariotis, Attorney at Law Claire Duchemin, Attorney Penson, Duchemin & Davis, P.A. Ron Duell, CFP, ChFC Ron Duell & Associates Wayne Edwards, CFP Murphy, Middleton, Hinkle & Parker, Inc.

Aaron R. Holloway, Attorney Ausley & McMullen, P.A. Bill Horak Wealth Management Corporation

Blucher B. Lines, Attorney Lines, Hinson & Lines Robert D. Mendelson Robert D. Mendelson, Attorney at Law Frank J. Mercer, CPA, CFP Lanigan & Associates, P.C. Carl Monson Strategic Wealth Management Associates Canita Peterson, CPA Thomas Howell Ferguson, P.A.

accomplish their goals. And, the

Fred Thomson, CPA Thomson Consulting

Janice White Capital City Trust Company

George E. Lewis II, Attorney Attorney at Law

charities, but also to allow

Palmer Proctor, Attorney Ausley & McMullen, P.A.

Lou Kellenberger Retired Financial Advisor

Van Geeker, Attorney Igler & Dougherty , P.A.

to support their favorite

spend the time and money necessary

David Hull, Attorney Smith, Hulsey & Busey

Debie L. Leonard, CPA Thomas Howell Ferguson, P.A.

Community Foundation

Randy Pope, CFP, AEP Pope Financial Consulting, Inc.

Tim Warfel, Attorney Attorney at Law

D. Mark Fletcher, CPA Lanigan & Associates, P.C.

“My clients work with the

them to create a legacy of

Winston Howell, CPA Thomas Howell Ferguson, P.A.

Harold Knowles, Attorney Knowles & Randolph

- Winston Howell, CPA Thomas Howell Ferguson P.A.

Bob Pierce, Attorney Ausley & McMullen, P.A.

Lauchlin Waldoch Waldoch & McConnaughhay, P.A.

Howard Eisenman Enhanced Financial

their families.“

giving without having to to create their own mechanism to Foundation offers many options. I highly recommend the Community Foundation to anyone with these goals.” - Stuart Goldberg, Attorney Law Offices of Stuart E. Goldberg P.L.

We apologize for any errors or omissions. Please contact us if your name should be included in the Honor Roll of Professional Advisors. Community Foundation 2012 Annual Report


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Your Community Foundation


In November 2012, the Foundation launched its first initiative, The website is an online database of local nonprofits. is a powerful tool serving as a resource to find local nonprofits, learn more about them and give if you wish. The database contains comprehensive information on each organization’s people, programs, financials and governance. provides a high level of transparency for potential donors and the community helping donors make informed decisions. In addition, the website provides the opportunity for data collection to analyze and report back to the community on the local nonprofit sector as a whole or in specific areas i.e. capital campaigns, governance,

“As we celebrate Leadership Tallahassee’s 30th Anniversary, our profile was an instrumental assessment tool to both highlight our successes and identify gaps in service. We are pleased to show we have policies and procedures currently in place to keep our organization strong and to give our members and funders confidence in us.” - Barbara Boone, Executive Director Leadership Tallahassee “We believe the completion of the profile demonstrates that our organization operates under a high standard of accountability. We also think the website is a tool that will be used by serious contributors and will attract new donors to our mission.” - Sheila Salyer, Executive Director Tallahassee Senior Citizens Foundation

management, etc. With more than 60 organization profiles on the site, we hope you will visit to learn more about your favorite charities and discover new ones.

1621 Metropolitan Boulevard, Suite A, Tallahassee, Florida 32308 PHONE: 850.222.2899 • FAX: 850.222.3624 • You can find a complete copy of the Community Foundation’s Audited Financial Statements, IRS Form 990 and this full report on our website: A copy of the official registration and financial information may be obtained from the division of customer services by calling toll-free (800-435-7352) within the state. Registration does not imply endorsement, approval or recommendation by the state. Registration #CH-10676. Copyright © 2013. Community Foundation of North Florida, all rights reserved.



The Community Foundation of North Florida serves Leon and nine neighboring counties of Franklin, Gadsden, Gulf, Jackson, Jefferson, Liberty, Madison, Taylor and Wakulla.


Community Foundation 2012 Annual Report

“Completing the Big Bend Hospice profile on represents a unique opportunity for our organization. The site provides a credible and trusted location for charitably inclined members of our community to review in-depth information about our culture, mission and available services and how to support them.” - Nigel E. Allen, Executive Director Big Bend Hospice Foundation “Our profile on gives donors and supporters an easy way to learn more about Brehon.  The process showed us Brehon is among those organizations exercising best practices. We are receiving inquiries and donations via this presence.” - Jackie Malone, Executive Director Brehon Family Services

Community Foundation annual report  

The CFNF annual report.