Working Together TO MAKE A DIFFERENCE
A YEAR IN REVIEW | TRIANGLE COMMUNITY FOUNDATION | 2016 ANNUAL REPORT
The Power of Community
“Alone, we can do so little; together, we can do so much.” – Helen Keller
We all work together – donors, nonprofits, community leaders – toward a single goal. To make a difference for those who need it most.
Triangle Community Foundation envisions a community where everyone has the opportunity to thrive. We have been right here for the last 33 years, growing and changing along with our region – and we will continue to be here for the next 33 years and beyond. But alone, we can’t have a lasting impact. It is our donors - a diverse group of passionate individuals who make up the Foundation family and are dedicated to changing the landscape of our region for the better – who work with us to address critical needs in our community. Each of them has a unique story, vision or goal, but they all have one thing in common. They believe in the power of community giving. And we do too.
We are a partner for donors. We are a funder of nonprofits. We are a resource for local issues. Why? Because working with individuals and Why? Because we are committed to building Why? Because we need to work together families will help connect them with critical stronger, more impactful organizations in our to bring about change. We are poised to causes to make a greater impact now, and region, investing in them so that they have gather leaders and research with the goal to create a legacy for the future. the capacity to affect the change they so of an informed, educated, active, and passionately seek. inspired community.
Triangle Community Foundation 2016 Annual Report | PAGE 1 TABLE OF CONTENTS
A Year in Review...... 3 Our Focus...... 11 Financial Overview...... 20 Giving Together...... 4 Capacity Building...... 11 Grants...... 22 What Matters...... 5 Community Development...... 12 Funds...... 23 Innovation Award...... 6 Regional Cultural Arts...... 14 Staff...... 39 Philanthropic Awards...... 7 Environmental Conservation...... 16 Board...... 40 Bus Tour...... 8 Youth Literacy...... 18 Scholarships...... 9 Giving Circles...... 10
PAGE 2 | Triangle Community Foundation 2016 Annual Report Page 3 (Photos of Lori & Jim from website, text and their signatures)
2016: A Year in Review
Friends,
2016 was a big year for the Foundation. We launched a new co-investing initiative with donors, in youth literacy and community development, with great success leading to additional grants for our dedicated partners. We hosted 500 leaders at What Matters: A Region of Opportunity with keynote speaker Dr. Tony Iton from the California Endowment, which initiated many discussions about equity and opportunity in our region. We embarked on our own internal equity assessment, ensuring that we start on the path to providing more equitable services and programs for our region. And – we moved! Our office relocated from American Tobacco Campus in downtown Durham to the heart of Research Triangle Park at The Frontier.
Our Focus on creating a region where everyone has the opportunity to thrive, specifically through research, education, and funding in the arts, community development, environmental conservation, and youth literacy remains strong as we move into the future of the Foundation. We are encouraged through our work with donors who are steadfast in their commitment to solving critical issues in the community so that we can make a significant impact. During the 2015-2016 fiscal year, our donors made $15.4 million in grants locally, a $4.5 million increase from the prior year! We hope that you enjoy reading their stories in this annual report – and recognize, as we do, the incredible impact that working together makes for those who need it most in the Triangle, each and every year.
Best,
LORI O’KEEFE JIM STEWART President & CEO Board Chair
Triangle Community Foundation 2016 Annual Report | PAGE 3 Page 4 (text, donor listing)
2016: A YEAR IN REVIEW
Giving Together
In 2016, the Foundation started “Giving Together,” a new program created to increase impact by pooling resources to support organizations making a difference in the community. Through this new program, we brought donors the opportunity to co-invest their dollars with other fundholders and the Foundation to support nine of our past Youth Literacy partners and ten of our past Community Development partners.
This new program was a huge success. Working together with donor- advised fundholders, we were able to provide $45,000 to our Youth Literacy Partners and $46,550 to our Community Development partners.* We are so thankful for the generous support of our fundholders who are dedicated to the future of our region through these programs, and invite you to learn more about Our Focus partners in this report.
Youth Literacy Donors Community Development Donors Perry Colwell Fund Anonymous Donors The Coronaca Fund Earl and Margaret Chesson Charitable Endowment Fund Mama Dip Share the Love Fund Perry Colwell Fund Ender Family Fund The Coronaca Fund Sandra F. Hoke Fund Garda Endowment Fund Thomas S. Kenan, III Glenn-Winstead Fund Peter J. and Prudence F. Meehan Fund Umesh and Usha Gulati Charitable Fund Noël Family Fund Sandra F. Hoke Fund Phoenix Fund Thomas S. Kenan, III Endowment Fund Steve Quessy and Marna Doucette Fund Peterson/Young Fund James A. Stewart and Frances Dyer Fund Salamander Fund Ron and Marilyn Toelle Charitable Fund Straight Family Fund Marvin and Dianne Welton Fund Tepper Family Fund Pascal Strom Family Fund The Vino Rosso Fund Wide Waters Fund
* as of December 2016
PAGE 4 | Triangle Community Foundation 2016 Annual Report 2016: A YEAR IN REVIEW
What Matters Community Luncheon
500 passionate leaders joined us at the sold-out 2016 What Matters focused on what we are for, rather than against. And Dr. Tony Iton, our Community Luncheon: A Region of Opportunity on April 27th at the keynote speaker from the California Endowment, gave a provocative Raleigh Convention Center. The conversations on equity, diversity, and passionate talk on health inequities, the importance of social service, structures, policy change, changing the narrative, widening gaps, healthy and how we must work together to change the narrative, if we want to communities, and celebrating our differences left us so inspired! We change our community for the better. He closed to a standing ovation! participated in two powerful exercises during full opening sessions led by OpenSource Leadership Strategies, focused on how we all can be more There have been many meaningful conversations since this event, and equitable in our giving and in our work. Our President and CEO, Lori we believe that they are leading to us to work together to build a thriving O’Keefe spoke of access to opportunity in the Triangle, and community for everyone.
Triangle Community Foundation 2016 Annual Report | PAGE 5 2016: A YEAR IN REVIEW
Innovation Award
Each year at What Matters, the Foundation presents a $25,000 Innovation for a single touchpoint for young people aging out of foster care to Award to a nonprofit collaboration doing innovative, exciting, and overcome hurdles like finding jobs and housing. problem-solving work in our community. We ask them: What could you do with $25,000? Could you solve a community problem?
2016’s winner was Fostering Youth Opportunities, a collaboration of the Hope Center at Pullen, Wake Tech Community College, United Way of the Greater Triangle, Durham’s Life Skills Foundation and the Orange County Partnership to End Homelessness. This collaboration allows
PAGE 6 | Triangle Community Foundation 2016 Annual Report 2016: A YEAR IN REVIEW
Philanthropic Awards
At the 2016 What Matters Community Luncheon, we presented two along with the family’s role and legacy in the community – deeply philanthropic awards honoring two couples who have shaped our validated our work and helped inspire others to work with the Foundation, our region, and have created a legacy for the future. Julia Foundation as a philanthropic partner. and Frank Daniels, Jr. accepted the Legacy Award, while Barbara and Jim Goodmon accepted the Catalyst Award. Catalyst Award Winners Barbara and Jim Goodmon have been fundholders at Triangle Community Foundation since 1999. Their Legacy Award Winners Julia and Frank Daniels, Jr. have a lengthy and contributions have been broad and formative, and they helped secure rich history with Triangle Community Foundation as active fundholders the Foundation’s growth at a critical juncture over the last decade. since 1989, philanthropic partners and positive leaders. When the Barbara and Jim are also noted for the emphasis they put on the role Daniels family sold the News and Observer Publishing Company in regionalism plays in the overall success of the Triangle – a role they 1995, the couple made gifts and deferred gifts that effectively doubled honor and recognize through business decisions, their reach into the the total assets of the Foundation. The size of their commitment – nonprofit community and through their philanthropic work.
Triangle Community Foundation 2016 Annual Report | PAGE 7 2016: A YEAR IN REVIEW
Bus Tour
We believe that information has the power to drive positive community Bus Tour Partners – Housing (led by Olive Joyner change. As a resource for community issues, the Foundation takes of Housing for New Hope) our role in educating, learning, and convening very seriously. Working Housing for New Hope’s Dove House together to learn more about the region we call home is the first step Families Moving Forward toward making change for those who live here. Urban Ministries of Durham In early March, donors and community leaders joined Foundation Bus Tour Partners – Education (led by David Reese of EDCI) staff for two simultaneous bus tours in East Durham, one focused on education and the other on housing. This tour and the panel that East Durham Children’s Initiative (EDCI) LEAP Academy followed are just a part of the Foundation-wide effort to learn more Y.E. Smith Elementary School about our community, its needs, and the services that important Holton Career and Resource Center nonprofits are providing to residents of this neighborhood.
PAGE 8 | Triangle Community Foundation 2016 Annual Report 2016: A YEAR IN REVIEW
Scholarships
When Daniel Flores arrived in Chapel Hill from El Salvador five years ago at age 14 to join his mother, who had left him with his grandmother and aunt six years earlier so she could find a job in the US, he could not speak English.
It took him two years to learn the language, and he struggled in school. But his senior year, he took honors and advanced-placement courses at East Chapel Hill High School. He also played on the varsity soccer team, and worked at part-time jobs after school and weekends in addition to caring for his mother while she has been undergoing chemotherapy for ovarian cancer.
He enrolled in Fall 2015 at Appalachian State University in Boone, where he plans to major in nursing. He will help pay for his tuition with a $50,000, four-year scholarship from the Felicia Brewer Opportunity Scholarship at the Foundation.
“It means a lot to me,” Daniel said last year of the scholarship. “When I came here, I didn’t know if I was going to get to finish high school because I didn’t know English. When I was in high school, I didn’t know if I would get to go to college. I’ve been through a lot.”
Editorial Note: Daniel’s mother passed away just before this report was produced.
The Felicia Brewer Opportunity Scholarship is one of the many scholarship funds making an impact in our region. This scholarship from was created in loving memory of Felicia Berkman Brewer by her father-in-law, Don Brewer. It creates a life-transforming opportunity totaling for an immigrant or first generation student who has overcome 167 significant adversity, giving them the chance to pursue their dreams 45 scholarships and improve their lives. funds $714,049 awarded in the 2015-16 school year
Triangle Community Foundation 2016 Annual Report | PAGE 9 2016: A YEAR IN REVIEW
Giving Circles
Giving circles are an increasingly popular and important form of philanthropy, allowing a group of individuals to combine resources to have a larger impact on an organization or issue area.
Though the amount of money individual members contribute to their giving circles may be relatively small to some, the impact of those dollars is significant and far-reaching. We believe in the power of giving circles and are proud to administer seven of them at the Foundation.
Art of Giving Total grants for 2015-16: $52,337 Heritage Quilters Total grants: A LOT $388,695 20/20 Sisters of Vision NGAAP
Longleaf The Collective Beehive Collective
PAGE 10 | Triangle Community Foundation 2016 Annual Report Our Focus
Capacity Building: Strengthening our Sector
Triangle Community Foundation believes in building strong nonprofits in our region. Capacity building can provide a lifeline that allows an organization to grow, to dig deeper, and be more effective, so that they may in turn make a greater difference. That’s why the Foundation specifically funds capacity building through the Fund for the Triangle in several of Our Focus programs – community development, regional arts, youth literacy – and why many of our donors support building stronger nonprofits.
In addition to funding capacity building in Our Focus, we collaboratively support many initiatives, including the following: • Executive Service Corp. Board Boot Camp – A six session training series geared toward new board members of Triangle area nonprofits. Each session has specific learning objectives aimed at improving the operating effectiveness of the participating nonprofit boards. • NC Center for Nonprofits Town Hall events – Meetings to get a preview of major upcoming trends, threats, and opportunities for nonprofit leaders. • Chatham LIVE – A half-day workshop for Chatham County nonprofit leaders to come together around an emergent issue, and learn, together. • YNPN Triangle’s #NonprofitStrong Summit – An annual conference that brings together nonprofit professionals from across the region for a full day of networking and professional development.
Triangle Community Foundation 2016 Annual Report | PAGE 11 OUR FOCUS
Community Development He is honored to be able to help people and be in their midst. He believes that not every encounter with others needs to be mediated What Our Donors Do by an exchange of money. “Furthermore, it’s a better life to make giving commitments first, then see what’s left over. In some ways, She walked into the rural Florida emergency food I’m probably not so different from a parent who makes similar center on the arm of a disheveled, swaggering choices every day.” man. She was noticeably younger, she didn’t speak, and her gaze only fleetingly raised to meet Tim’s What We Do that day. The man she came with did all the talking, and when they left We believe in the importance of funding Community Development in that day, Tim Walter describes that he was haunted by the encounter. the Triangle. Comprehensive approaches that include components of Fresh out of college, he was working for a farmworker association that housing, employment, and mental and physical health not only provide brought resources from urban areas to rural areas with a large refugee basic human needs, but also build individual empowerment and and undocumented worker population. Tim says this was the first strengthen the community. woman he’d met who appeared to be captive or abused in some way. This early experience has stayed with him over the years. Partner List Partner List Skipping ahead a few decades, now in 2016, Tim jumped on the (FY 2015-2016 Phase One) (FY 2015-2016 Phase Two) Foundation’s Housing Bus Tour with other funders and community Club Nova El Centro Hispano, Inc. leaders who visited East Durham. Unfamiliar with Durham’s housing Community Health Coalition The Foster Youth Opportunities and poverty issues, he was eager to learn about the services available Durham Center for Senior Life Collaborative and what impact organizations are having in the area. He’d recently Johnson Service Corps SEEDS become interested in how society treats its most vulnerable members, LIFE Skills Foundation Threshold which led him to an interest in combatting human trafficking and Rebuilding Together of the Triangle Triangle Congregations Associations violence against poor women and children. Tim quickly felt a Student Action with Farmworkers and Neighborhoods C.A.N. connection to Housing for New Hope and arranged a grant with The White Oak Foundation The Refugee Wellness Collaborative Foundation staff before the tour day concluded. He shared that Women’s Center of Wake County their comprehensive approach made it well-suited to help someone
struggling with a “simple” case of temporary homelessness to a Total Granted Through Fund for the Triangle (FY 2015-2016): $128,660 more complicated case of an abused woman seeking a new start. Like most graduates with an MBA, he peppers conversations with concepts such as an efficient economy, but he is also grounded by generosity rooted in a profound sense of how fortunate he is.
PAGE 12 | Triangle Community Foundation 2016 Annual Report Page 13 (text, photo of Carol Robbins, Arts graphic, partner list and $ data) Our Focus: Cultural Regional Arts
OUR FOCUS
Tim is a Durham native, and has been a fundholder for over 10 years at the Foundation. He is currently working to bring a diverse art center to downtown Durham, preserving and standing up for the role of culture in our community.
Triangle Community Foundation 2016 Annual Report | PAGE 13 OUR FOCUS
Regional Cultural Arts She stressed that it’s so important to support the arts for children – especially choral music. “Many studies have shown that ensemble What Our Donors Do singing is the avenue to other kinds of learning and accomplishment. It brings kids together in a unique way: they discover pride in assuming Spending most of her career in public policy and responsibility and in collaboration. Besides, it’s fun, and it’s something community redevelopment, Carol Robbins is no they can do in 40 years when they’re older than their parents are now. stranger to the opportunity gap, particularly as it is They soar...and take us with them.” related to children and access to cultural resources. But it wasn’t until she retired that she has been able to combine this What We Do knowledge with her love of the performing arts – choral singing, to be exact. We believe in the importance of funding the arts in our community. Access to the arts provides meaningful connections and She doesn’t remember a time when she didn’t love to sing, participating communications between individuals, our community, and in various vocal ensembles while growing up and in college. Choral the greater society. singing fell by the wayside, however, for decades while she was working. But, when she jumped back in, she jumped all in, through Partner List (FY 2015-2016) a “summer camp for grown-ups” in the Berkshires that provided a CAM Raleigh concentrated learning experience for amateur choral singers. Once Durham Symphony, Inc. again immersed in this passion, she and her husband headed to North Hidden Voices Carolina, and Carol began to notice something about the arts locally Justice Theater Project that bothered her. Mallarme Chamber Players, Inc. North Carolina Opera There was a very prominent racial gap in the groups she saw perform, Southern Documentary Fund both adults and children, and she decided that she wanted to do something about that – to bring the experience of singing to everyone. Total Granted through Fund for the Triangle (FY 2015-2016): $28,000 Carol’s fund at the Foundation, Youth Pro Musica, was born in 2000 out of this desire, and she focuses most of her grantmaking on the mission. Funding for nurturing the next generation of diverse choral singers, to ensure that students can travel to festivals or competitions with the rest of their class, even if they can’t do fundraising for a trip in neighborhoods mired in poverty or crime, is an example she shared.
PAGE 14 | Triangle Community Foundation 2016 Annual Report OUR FOCUS
Carol worked in her career as city planner, writer, and public policy professional. She lives in Pittsboro with her husband and continues to sing with Voices in Chapel Hill and Berkshire Choral International.
Triangle Community Foundation 2016 Annual Report | PAGE 15 Page 14 (text, photos of David Goulding’s family, Environment graphic, partner list and $ data) Our Focus: Environmental Conservation
OUR FOCUS
Environmental Conservation “There’s a lot more complexity to environmental issues than – Hey, just fix your pond. It’s about learning. Let’s have dialogue, not discussion, What Our Donors Do respectfully learning and listening from a different perspective, by not judging it.” How much is enough? That question stuck in Dave Goulding’s mind after What We Do participating in a JustFaith group at his church, where they met once a week to learn about major issues like We believe in the importance of funding environmental conservation in hunger, poverty, racism, immigration, and more. He started adding up all our community. By increasing land conservation and its stewardship, of the birthday, anniversary, and holiday gifts that were exchanged in their building public awareness, understanding, and support of conservation family – with four children and four grandchildren – and decided it was through innovative programs, we can protect our natural resources for too much. He wanted to ensure that they were giving “enough” back to the Triangle’s future. make an impact, and at the same time, that he was involving his family in this larger purpose. Partner List (FY 2015-2016) Boys & Girls Clubs of Wake County Rather than giving a gift in Dave’s family now, he sends a card to the Center For Human Earth Restoration recipient and a check to their family fund, which opened in 2007 at Conservation Trust for North Carolina the Foundation, and his wife Lenda and children do the same. Since Ellerbe Creek Watershed Association the inception of the fund, the family, who takes turns directing the Eno River Association grantmaking on an annual basis, has made 73 grants totaling more Haw River Assembly than $100,000! That’s an impressive total for a small family fund, as he would say, and he’s excited to pass the decision-making on to his Orange County Partnership for Young Children granddaughters in the coming years. The Umstead Coalition Triangle Land Conservancy Each family member’s passion is noticeable, as the fund’s direction changes a bit each year based on who is in charge of grantmaking, but Total Granted through Fund for the Triangle (FY 2015-2016): $228,166 for Dave, the environment has come up more than once. That JustFaith class (that he’s now facilitating) has been emphasizing environmental issues, including Pope Francis’, “Care for our Common Home” encyclical, talking about climate change and excess consumerism. A former biology major, Dave says that he feels like he’s been learning about the negative effects of humankind on the environment for much of his life, and that it’s so important for us to continue learning. Stressing the importance of awareness and that he isn’t sure people are even aware of the major issues in our community, Dave shared that for him, it’s important to get out of his comfort zone and see what’s going on elsewhere.
PAGE 16 | Triangle Community Foundation 2016 Annual Report OUR FOCUS
Dave joined his wife Lenda’s Cary, NC real estate team in 1998 after a 22-year career in the life insurance business where he specialized in estate and business planning. As a philanthropist who believes in family giving, he supports many critical nonprofits in the Triangle and beyond.
Triangle Community Foundation 2016 Annual Report | PAGE 17 Page 15 (text, photo of Paul Harrison, Education graphic, partner list and $ data) Our Focus: Youth Literacy
OUR FOCUS
Youth Literacy What We Do We believe that a child’s reading ability by the end of third grade is an early What Our Donors Do predictor of future success. The Foundation seeks to increase the number of children reading at, or above, grade-level by the end of third grade by For a man with a big heart, giving back in his community seems like a natural way to honor his daughter, Julia, investing in the capacity of organizations and community-wide efforts who passed away suddenly in 2001. All of his family’s supporting early learning. grantmaking is reminiscent of her, something she would have been proud of or something that reflects her. So for Paul Harrison, Partner List (FY 2015-2016) Send A Kid To Camp Program when the theme of their fund needed adjusting following a federal healthcare Augustine Literacy Project Partners (FY 2015-2016) change that began to cover preventative care and vaccines, a shift to funding Boys & Girls Clubs of Wake County Autism Society of North Carolina education needs in the region seemed only natural. Chatham County Partnership Boys & Girls Clubs of Wake County
for Children & Child Care Center for Human-Earth Restoration When the Foundation organized a community taskforce several years ago, Networks collaboration leading up to Our Focus program areas, as a board member and concerned Chatham County Cooperative citizen, Paul elected to join to learn more about the critical needs in the Communities In Schools of Durham Extension - 4-H region. Rather than spending his time discussing healthcare, his career Durham’s Partnership for Children Communities in Schools of pathway, he chose to sit at the Our Focus: Education table, and says that it East Durham Children’s Initiative Wake County was then that he developed an interest in the needs of the children in our Helps Education Fund Durham Arts Council community. The capacity to read by grade level at the end of 3rd grade and Just Right Academy, Inc. East Durham Children’s Initiative the capacity to learn and stay on task with the current educational curriculum Triangle Literacy Council Eno River Association in the years ahead is of vital importance to everyone, he said. If children can’t Garner Road Community Center Total Granted through Fund for the keep up in fourth grade, they “don’t stand a chance” of graduating from high Girl Scouts of North Carolina school, and succeeding in life, and Paul stressed the importance that we Triangle (FY 2015-2016): $240,000 Coastal Pines should all care about that. Learning Outside O.A.S.I.S. Foundation of NC His interest in early literacy continued to grow after his partcipation on the Orange County 4-H task force. It was at a series of Chapel Hill Chamber meetings attended by The ArtsCenter many local nonprofits, school leadership and community leaders where he The White Oak Foundation, Inc. realized that there is so much knowledge out there that has not yet been Wade Edwards Foundation tapped – and that connecting school systems with nonprofits and funders is Wake County 4-H Youth Development something necessary to garner a greater outcome – and in this instance, it Walltown Children’s Theatre will take a whole community to raise a child. YMCA of the Triangle Area
While Paul says that he hasn’t yet found the best way to make the greatest Total Granted through Send A Kid impact in educational needs in the Triangle, he is eager to learn more about To Camp (FY 2015-2016): $150,000 the Campaign for Grade-Level Reading, a new focus of Triangle Community Foundation’s literacy efforts and a likely pathway and willing to continue learning and searching for the best way for all of us to work together to ensure all kids can reach their potential.
PAGE 18 | Triangle Community Foundation 2016 Annual Report OUR FOCUS
Paul served as the Executive Director of the Wake County Medical Society and the Wake County Medical Society Community Health Foundation (2000-2011). He serves on many nonprofit boards throughout the Triangle, and lives in Chapel Hill with his wife, Cora.
Triangle Community Foundation 2016 Annual Report | PAGE 19 Page 16 – Page 19 Financials
FINANCIAL OVERVIEW
Triangle Community Foundation is committed to growing the philanthropic resources of our community through careful stewardship of the Foundation’s assets. One of our core functions is exemplary financial and asset management in order to increase charitable assets while preserving capital. The Foundation’s assets have grown from an initial contribution of $3,000 in 1983 to approximately $209 million in total assets as of June 30, 2016. During the 2015-2016 fiscal year, the Foundation received contributions of $32.4 million and made grants totaling $21.2 million.
Statement of Financial Position as of June 30, 2016 ASSETS Cash $ 1,035,359 Investments 195,796,992 Other investments 4,436,100 Receivables and prepaid expenses 210,030 Beneficial interest in split-interest agreements 6,475,737 Rental real estate (net of depreciation) 740,223 Office furniture and equipment (net of depreciation) 1,325 Total Assets $ 208,695,766
LIABILITIES AND NET ASSETS Accounts payable and accrued expenses $ 82,397 Grants payable 457,106 Assets held on behalf of other organizations 16,596,246 Net assets 191,560,017 Total Liabilities and Net Assets $ 208,695,766
PAGE 20 | Triangle Community Foundation 2016 Annual Report Statement of Activities SUPPORT AND REVENUE Contributions $ 32,356,387 Interest and dividend income 2,675,651 Net realized and unrealized losses on investments (5,796,487) Change in value of split-interest agreements 260,843 Other income 242,417 Subtotal 29,738,811 Less support and revenue from assets held on behalf of other organizations (666,337) Total Support and Revenue $ 29,072,474
EXPENSES Program Services: Grants $ 21,152,928 Grantmaking, special projects, and philanthropic services 1,654,597 Total Program Service Expenses 22,807,525
Supporting Services: Fund Management 199,056 Administration 649,329 Development 400,677 Total Supporting Services 1,249,062 Subtotal $ 24,056,587 Less expenses from assets held on behalf of other organizations (1,397,289) Total Expenses 22,659,298
Net loss on other investments (109,812) Other, gain on sale of gifted assets 18,849 Change in net assets $ 6,322,213 Net Assets, Beginning of Year 185,237,804 Net Assets, End of Year $ 191,560,017
Triangle Community Foundation 2016 Annual Report | PAGE 21 GRANTS (FY 2015-2016)
The Foundation is made up of more than 850 philanthropic funds which are used in a variety of ways to provide support for nonprofit organizations and scholarships for individuals.
We awarded nearly We made over 79% of which stayed in North Carolina $700,000 $21 million and through Our Focus totaling in total charitable grants 167 and The Fund of which stayed scholarships 73% for the Triangle $714,049 in our community. awarded in the 2015-16 school year
Types of Grants* Top Areas Granted To
* by dollar amount * includes scholarships
PAGE 22 | Triangle Community Foundation 2016 Annual Report Funds
As of June 30, 2016, Triangle Community Foundation was honored to administer over 850 charitable funds serving a variety of philanthropic purposes. *indicates a new fund
Donor-Advised John A. Bell Fund Arthur Carlsen Charitable Fund 4BOOSH Fund The Better Place Fund Carmody Family Fund ACBC Fund Bilbro Educational Fund Carolina Scholarship Fund Adair Family Charitable Fund Donald L. and Maryann Bitzer Family Fund Carter Gordon Family Fund Agape Fund James Christopher Black Fund Cary Oil Fund Aldridge Family Endowment Fund Stanley Black Family Fund Castillo - Alvarez Fund Jay and Greg Allen Memorial Fund The Blanchard Fund Gordon and Sophia Caudle Family Fund American Airlines Kids Are Something Durham Blizzard Fund Cavanaugh Family Fund Special Endowment Fund Blum Family Fund CBC/WRAL Community Fund Andrews Together Fund Borden Family Fund E. and E. Chanlett Fund Glenn and Suzanne Andrews Fund Frank K. and Carolyn H. Borden Fund Charlie Bucket Fund Marcia Angle and Mark Trustin Fund Kirk and Deanne Bradley Fund Earl and Margaret Chesson Charitable Anna Family/RESOLUTE Companies John and Katherine Bratton Fund Endowment Fund Charitable Fund BRB Fund Chilton Family Fund Bringing Joy Fund Ken and Carson Clark Charitable Fund Anonymous #5 Fund Clark Family Fund* Aspenson Family Fund Larry and Patricia Brock Family Fund Frederick P. Brooks, Jr. and Nancy G. Brooks Clayton Family Charitable Fund A-Squared Fund Joseph H. and Barbara G. Collie Fund Backyard Fund Donor-Advised Fund Farouk A. Bseiso Memorial Fund Colopy Family Fund* Tom Barber and Shannon St. John Family Perry Colwell Fund Endowment Fund Alice and Lance Buhl Fund The Rebecca Mary Bultinck Fund Ronald Gray Conrad Fund Tom Barber and Shannon St. John Family Fund Stephen B. Cook Family Fund Wade Barber Fund Burroughs Wellcome Fund Hitchings/ Elion Fund Cooper Family Fund Barnabas Fund Stephen and Sandra Corman Fund Baskerville Fund Annalee Dale Cairns Memorial Fund Joseph & Dorothy Campbell Fund The Coronaca Fund Bass Walter Fund Courageous Heart Fund Beal Fund Cancer Immunotherapy Research Fund Capel Beeton Memorial Fund Ellis and Bettsy Cowling Fund John and Virginia Beaman Charitable Fund Craige Family Fund Becton Tannenbaum Fund Carey Family Fund
Triangle Community Foundation 2016 Annual Report | PAGE 23 Donor-Advised cont. Bettie Ann Whitehurst Everett Memorial Anil and Lakshmi Goyal Charitable The Jeffrey M. Crane Charitable Fund Endowment Fund Donation Fund Crow Family Fund I Fair Fund Ruth and Stephen Grant Fund Crow Family Fund II Families Moving Forward Circles of Support Great Blue Heron Fund Curtin Bond Family Fund Fear Not Fund Greenwald Family Charitable Fund Mr. and Mrs. Frank Daniels III Charitable Fund The Randolph R. & Shirley D. Few Greystone Fund Julia and Frank Daniels, Jr. Endowment Fund Charitable Fund Grissom Family Fund Josephus Daniels Charitable Fund First Rung Fund Grow X Blue Lucy Cathcart Daniels Charitable Fund Fizz Fund Grubb Family Fund Jack & Toni Davis Family Fund* Fletcher Fund for Health Umesh and Usha Gulati Charitable Fund Arthur S. and Martha D. DeBerry Advised Fund Stuart Berg Flexner Memorial Fund Vasudha Gupta Fund Deepwood Fund Anne C. FOGG Fund Guirlinger Family Fund DelaCourt Family Fund Four Feathers Fund Halcyon Fund DeLaney Laine Fund Fowler Family Charitable Fund John Michael Hale Memorial Fund DeLaney-Barton Family Fund The Dianne Marie Franco Fund Ken and Maidi Hall Fund DeLaney-Oxley Family Fund Franco-Wilkinson Animal Fund Handly Family Charitable Fund Susan DeLaney Fund Frazier/Monday Fund Robbie Hardy Endowment Fund Denali Fund Doris and Claire Freeman Fund (in honor Harmonia Mundi Fund DHI Fund of Raymond H. Goodmon III and Harris Family Charitable Fund Dixon Family Fund James F. Goodmon) B.W. Harris, III Family Fund Ron E. and Jeanette R. Doggett Andrew and Ashley Freedman Fund Steve and Chasie Harris Fund Endowment Fund Freeman Family Fund Julia Ann Harrison Memorial Fund Monica Doss Charitable Fund The Douglas E. and Judy A. Frey Fund Hartman Family Fund Dougherty Family Charitable Trust Fund Frey Family Charitable Fund Betsy and B. T. Henderson, II Family Fund Stephen and Judy Draper Fund Fritsch Family Fund Eileen and Michael Hendren Fund Durham Rotary Community Fund John S. Gaither Charitable Fund Robert M. and Bonny Harris Herrington Fund Ruth and Victor Dzau Fund Garda Endowment Fund Robert T. Herrington Family Fund Eagan Family Fund Greg Gephart Fund Carl and Peggy Hibbert Fund Lance Eakes Memorial Fund Gilligan-Smiley Fund Mark Higgins Community Enrichment Fund East Chapel Hill Rotary Club Foundation Fund Tom and Pat Gipson Fund Hill Family Fund 2 Eclectic Chameleon Endowment Given with Grace Fund Debbie L. Hill Fund Anne Edens Fund Glenn-Winstead Fund The Jim & Brenda Hines Charitable Fund Edgar-Healy Family Fund Grace Alston Glass Fund for Home Caregivers Sandra F. Hoke Fund Eleanor and Joseph Fund GSK IMPACT Fund Ed and Mary Hayes Holmes Fund Embree Family Charitable Fund God’s Bounty Fund Samuel M. and Margaret U. Holton Fund Emma’s Fund Golden Corral Charitable Fund Holzworth Family Fund Emshoff Family Fund Good Fence Fund Home Health Foundation of Chapel Hill Ender Family Fund Jim and Barbara Goodmon Fund Endowment Fund Ryan G. Engstrom Fund Gore Family Fund George and Alice Horton Fund Jason and Jessica Evans Memorial Fund Gore-Porter Fund Horton-Carr Fund Wesley Houston Spencer Everett Memorial Fund Goulding Family Charitable Fund Dan Hudgins Summer Child Care Fund
PAGE 24 | Triangle Community Foundation 2016 Annual Report Donor-Advised cont. Lederer Fund Namm Family Charitable Fund Hulka Family Endowment Fund Lenovo Next Generation Hope Fund Nathan-Groves Fund Fred and Nancy Hutchison Fund Leslie Family Fund Lindsay Smith Newsom Family Fund Gray and Betsy Hutchison Fund Levit Family Fund James F. and Alice B. Newsome Hutchison PLLC Entrepreneurship Fund* Cat and Charlie Lineberry Charitable Fund Endowment Fund In Sam’s Name Robert G. Liverman Tarheel Fund G. Wallace and Rebecca Newton Fund InSight Fund Peter T. Loftin Foundation Fund Next Movement Fund Jack Fund Paul Luebke and Frances Lynn Memorial Fund Frances W. Nipper Fund The Jerry and Nina Jackson Family Fund Lunsford Padilla Fund Noël Family Fund Brenda D. Jamerson Fund Elizabeth and Robert Lyon Fund Nonprofit Leadership Education Fund Janssen Family Charitable Fund M.A.N. Fund North Carolina Community AIDS Fund Jenny Fund Ross Macdonald Charitable Fund Norry Family Fund* John 3:16 Fund Mama Dip Share the Love Fund Oak Fund Johns Family Charitable Fund The T.H. Maren and S.K. Fellner Fund Oakland Fund Orlan and Cornelia Johnson Family Fund Marion Fund Brittany Ruth Oakley Memorial Fund for Howard Allen Johnston Fund Grier and Louise Martin Fund Animal Lovers J. A. Joseph Family Fund James W. Mason Memorial Fund Robert G. Olander Fund JSR Fund James H. and Connie M. Maynard Fund O’Neill Family Fund* Jubilee Fund McAdams Company Fund* Ryan Page Memorial Fund Harold and Felicia Kadis Family Fund Doris Cooper McCoy Fund Elizabeth Ragland Park Fund Kaiea Fund McLendon-Whittington Family Charitable Fund Parker Family Fund Margaret Q. Keller Endowment Bill Mecklenburg and Christine Condino- Pascal-Strom Family Endowment Banks and Dorothy Kerr Fund Mecklenburg Family Fund Pascal-Strom Family Fund Moise and Vera Khayrallah Fund Alice Lenora McNeely Memorial Fund Amark S. Patra Fund Benefiting Cancer Steve and Roberta King Charitable Fund* Peter J. and Prudence F. Meehan Fund Research and Soup Kitchens Durham Kiwanis Foundation Endowment Fund Mekye Malcolm Memorial Endowment Fund Patterson Family Fund Sarah and George Klunk Fund Mental Health Charitable Fund Mike and Mary Patterson Family Fund Harold Kohn Fund Meyer Family Fund Paul Green Foundation Endowment Fund Mack and Hope Koonce Community Fund Francis J. and Mary A. Meyer Charitable Fund Paul Green Foundation Fund Dot and Grey Kornegay Fund Joel A. and Bonnie G. Millikan Charitable Fund Erle and Mary Peacock Charitable Fund Krakauer Family Fund The Lawrence & Sylvia Mills Family Fund Florence Peacock Fund Ellen Yeargan Pemberton Charitable Fund Kuhlman Family Fund Moe-Green Family Fund Petersen/Young Fund Mark and Cynthia Kuhn Family Fund George E. and Loretta M. Molitor Family Fund John and Pam Philips Family Fund Lacy Family Fund Moore Family Fund Phoenix Fund Helen Francis Ladd Family Fund The Mary Ann Morris Diabetes Camp Fund Mary Goddard Pickens Fund Dr. Lail’s Fund for Children Morse Family Giving Fund Pilgrim Fund Roger and Beth Lamanna Family Fund Connie and Monte Moses Fund for the Francine and Benson Pilloff Philanthropic Fund Robert and Vivian Lamb Fund* Arts in Durham George C. Pinther Children’s Fund Phil & Beth Lambert Donor Advised Fund Moving Forward Fund Pleil Family Giving Fund LarMar Fund Mumma Family Fund The Polish Family Fund* Caroline Laundon Memorial Fund Munsch Family Fund
Triangle Community Foundation 2016 Annual Report | PAGE 25 Donor-Advised cont. Charles A. and Elizabeth Ann Sanders Fund Scott Stankavage Family Fund Irene Rand Poole Endowment Fund Christopher T. Sanders Family Fund James A. Stewart and Frances Dyer Fund Paul R. Pope Charitable Fund Michael and Lisa Sandman Family Fund The Jonathan T. & Kayla J. Stewart Edwin and Harriet Poston Fund Howard and Lyn Satisky Family Fund Charitable Fund Travis Porter Foundation Fund Scarborough-Hart Fund Stidham Family Endowment Barry L. Poss Fund Schmidt-Nielsen and Claesson Family Fund Shaler and Carolyn Stidham Fund J. Dewey and Mabel M. Powell Charitable Fund Schmitz Family Fund Betsy Strandberg Fund Preddy Family Fund Schneider Family Fund Stringfellow Family Charitable Fund Presnell Family Fund Anthony and Stella Schomberg Fund Sunshine Fund Lisa and David Price Family Fund Schrum Family Fund Svetkey - van der Horst Fund Proia Family Fund Schuetz Family Fund The Sykes Fund Dorrie Casey and Archie Purcell Fund David and Margaret Schultz Fund Tim and Judy Taft Fund Charlotte Smith Purrington Family Fund Schwartz Morris GreenLight Fund Richard B. and Marian E. Taylor Fund Quam Bonum In Unum Habitare Fund Bill and Carolyn Schwartz Family Fund Ten Year Plan to End Homelessness in Steve Quessy and Marna Doucette Fund SciQuest, Inc. Charitable Fund Durham Fund Harold J. Quinn Fund Scott Family Endowment Fund Teenage Cancer Health Alliance Fund Quintiles Cares Fund Debbie Shelton Memorial Fund Tepper Family Fund Quintiles Employee Advised Helping Hand Fund Shepard Alliance for Enlightenment Fund Dhiren and Kailas Thakker Fund Ragland Family Charitable Fund Sholtz Family Fund Philip “J” Thomas Memorial Endowment William M. Ragland, Jr. Family Charitable Fund Thomas E. and Joan L. Sibley Endowment Fund ThreeSpokes Fund Rand-Hager Family Charitable Fund Floyd E. Skipper and Ruby T. Skipper Tilley Family Fund Reardon Family Fund* Memorial Fund Ronald and Marilyn Toelle Charitable Fund Joseph and Xiaomei Li Reckford Fund Slifkin - Freemark Family Fund Phil and Travis Tracy Family Fund Susan A. ReCorr Charitable Fund Steve and Kristen Smalley Charitable Fund Trapani Family Charitable Fund Rete Mirabile Fund Straight Family Fund Tresolini-Fiore Fund* Anna Louise Reynolds Fund Smiley-Gilligan Fund Trish Mark Family Fund* Gerald and Stephanie Roach Family Fund Kassel Smit “Make a Difference” Fund Lawrence C. and Melanie K. Trost The Roberg Charitable Fund Smith Anderson Blount Dorsett Mitchell & Charitable Fund The Rodger Family Charitable Fund Jernigan LLP Community Fund Tulloch-Liner Charitable Fund Ernest C. and Constance B. Roessler Fund Charles Lee Smith, III Family Fund Tyler/Berger Family Fund E.T. and Frances Rollins Endowment Fund D. Joe and Victoria Smith Fund Carolyn Underwood Fund David and Susan Rosenberg Family Fund Judy and Johnnie Smith Endowment Fund ValHope Fund Rotary Club of Chapel Hill Fund J. Smith Estate Charitable Fund Agnes and W. L. Van Sant Fund Roth Family Fund* James I. and Nancy S. Smith Fund VanSant Family Fund Royalty Fund Margaret and Lanty Smith Family Fund Indu and Mahesh Varia Family Fund Leonard and Virginia Safrit Family Fund Snappy’s Fund Ventana Endowment Fund Leonard and Virginia Safrit Fund Jean Gaillard Spaulding Fund Very Good Fund* Salamander Fund* Stella So Memorial Fund The Vino Rosso Fund* Dr. Salter’s Fund for Children The Sparling Family Fund The Vireo Fund Carlyn A. Sanders Family Fund SRW Charitable Fund Drayton and Laura Virkler Fund Charles and Ann Sanders Fund Staab Family Fund Vision Fund
PAGE 26 | Triangle Community Foundation 2016 Annual Report Donor-Advised cont. Field-Of-Interest Funds John H. Lucas Family Endowment Fund for Elizabeth and Julian Wachs Fund Margaret G. Altvater Fund for Education Wellness at Hillside High Walkland Fund American Tobacco Charitable Event Fund Edwin and Ruth Mammen Charitable Fund Woody and Marty Warburton Fund Borchardt Fund The Maren Foundation Send A Kid To Camp Michael Warner and Elizabeth Craven Fund Julia Preston Brumley and George William Endowment Fund Dr. Charles DeWitt Watts, Sr. Memorial Fund Brumley, III Family Memorial Fund Mason’s Apron Fund Friends of the Watts Street School Fund Donna Cederberg and John Cederberg (sister John Nelson and Corinne Moreno We The People Fund and brother) Memorial Endowment Fund Scholarship Fund Weaver Charitable Fund Minnie E. Chandler Endowment Fund Peter John Neal Memorial Scholarship Fund Robert and Rita Weimer Charitable Fund Chester and Jessie May Clark Endowment Fund Norburn Family Fund Weisler Family Fund Josephine Clement Fund for Public Education Just A Nutter Book Fund Wellspring Fund Community Group Houses Fund OPC Foundation for Mental Health Therapeutic Marvin and Dianne Welton Fund Anne D. Compton Family Fund Summer Camp Endowment Fund White Family Charitable Fund William C. Cowdery Family Endowment Fund Optimist Club of Durham Fund Anna B. White Fund Durham Public Education Network Charles Chase Pratt Memorial Fund Monty and Nancy White Fund Endowment Fund Mel and Zora Rashkis Endowment Fund Wide Waters Fund Durham Public Education Network Margot M. Richter Fund Widmark Family Fund Scholarship Endowment Fund Margot Meyer Richter Endowment Fund Wilcox-Berteel Family Fund Frank U. and Nelle Crowell Fletcher Fund The Clyde and Hildegard Scheffey Ryals H. M. Wilson, Jr. Memorial Children’s Fund Fund for Women and Girls of Durham Endowment Fund for Land and Thomas G. and Nancy L. Wilson Family Fund Morgan Gardner Endowment Fund Water Preservation The Susan W. Woodling Charitable Fund Jeannette A. Gates Fund Schwartz Family Fund Katherine and Frank Woodman Memorial Fund Claude and Eleanor George Fund Kathryn (Kay) Segee Memorial Fund West End Community Center Beth Glenn Memorial Scholarship Fund Jacqueline Shaw-Haywood Memorial Fund Committee Advised Fund Elizabeth Wade Grant Endowment Fund Faith and Arnold Shertz Fund Woodson Family Fund Olive Greenwald Fund for Youth Literacy SOUL (Save Our Undeveloped Land) Fund Wynn Family Fund Scaief-Gustaveson Fund Asa T. and Elna B. Spaulding Endowment Fund Yager Fund Half the Battle Fund St. Luke’s Circle Endowment Fund Young Family Fund Hanley-McCall Fund M. Jack and Dorothy S. Stephens Fund Youth Pro Musica Fund Hil-Car Harris Fund William Taylor-Lillie Mae Jones Fund The Kenneth and Joyce Zeitler Charitable Fund Willie B. and Bruce A. Hill, Sr. Charitable Fund Telemark Fund Luther H. Hodges Biography Project Fund Claude and Adele Thomas Fund Field-of-Interest and Unrestricted Funds William Hollister Endowment Fund Ron and Marilyn Toelle Endowment Fund A field-of-interest fund allows donors to Patricia J. Hughes Fund Village Companies Foundation designate general areas of interest while the Jenny I Fund Endowment Fund Foundation selects specific organizations to Susan B. King Far Side Fund Mary Margaret Wade Charitable Fund receive support. An unrestricted fund allows the F. M. Kirby Endowment Fund for Wallace Fund for Youth Foundation to identify the most pressing needs Corporate Philanthropy Barrie Wallace Fund for the Arts and promising opportunities in our region and Carolyn and Spencer Kurtz Kids’ Kitchen Fund Carl G. Ward Fund target funds where they can be most effective. Etta Laikin Endowment Fund Wright Refuge Fund Litwack Family Endowment Fund
Triangle Community Foundation 2016 Annual Report | PAGE 27 Unrestricted Funds Community Leadership Funds •• Triangle Community Foundation Bank of America Leadership Triangle Triangle Community Foundation is grateful for Endowment Fund ensures that the Endowment Fund donors over the past three decades who have Foundation will be a strong and sustainable Manuel, Fotini, and Otis Capsalis Memorial contributed to the funds below. Gifts to these philanthropic leader in the Triangle today and Endowment Fund Community Leadership Funds make it possible for generations to come. Elsie Perry and Hallie Coppedge Charitable Fund for the Foundation to work toward its vision •• Triangle Community Foundation Operating James E. and Margaret R. Davis for the Triangle region to be a place where Fund provides resources for the Foundation Endowment Fund everyone can thrive. to carry out its core work of investing in the Charles E. and Alberta B. Dolan Fund region and inspiring philanthropy. Alice F. Eure Charitable Endowment Fund Invest in the Triangle The Floyd Fletcher Fund Funds that address the most pressing needs, TCF Real Estate Foundation Bobbie Fletcher Fund inspire philanthropy, and develop a strong The mission of the TCF Real Estate Foundation, George and Isabel Fowler Endowed nonprofit sector in the Triangle region. which is a supporting organization of the Unrestricted Fund Foundation, is to receive, manage and liquidate Freudenberg Nonwovens Fund •• Fund for the Triangle supports current gifts of real estate, ultimately pouring sales GSK Endowment Fund needs in four areas: the arts, community proceeds into one or more TCF charitable funds George Watts Hill Fund development, environmental conservation, created by the donor. Simplifying gifts of real George and Beverly Hitchings Endowment Fund and youth literacy. estate and assuming the administrative burden Howland-Dawson Community •• Regional Community Endowment Fund of such gifts for the Foundation, TCF Real Estate Endowment Fund addresses evolving community needs – today Foundation currently holds real estate assets Elinor Moore Irvin Fund and for generations to come. totaling approximately $5.4 million. Thomas S. Kenan, III Endowment Fund •• Send A Kid To Camp Program provides camp Mitsubishi Semiconductor Community tuition assistance for local children in need, in Agency Funds an effort to prevent summer learning loss. Ventures Fund An agency fund is established by a nonprofit Pass It On Endowed Unrestricted Fund •• Catalyst Project Endowment Fund promotes organization or government agency as part of its Peoples Security Insurance Endowment Fund philanthropy in the Triangle especially with overall financial strategy. Agency funds can be Kenneth C. Royall, Jr. Fund businesses, entrepreneurs and professional endowment funds that support organizations in John and Otelia Stewart Endowment Fund advisors. perpetuity or they can be non-endowed funds SunTrust Endowment Fund •• Shannon E. St. John Philanthropy to invest cash or strategic reserves. Endowment Fund invests in cutting-edge philanthropic initiatives and trains future American Sexual Health Association philanthropic leaders. ASHA Endowment Fund ASHA General Fund •• Disaster Relief Fund supports local disaster relief and recovery efforts when needed. Autism Foundation of North Carolina John & Claudia Roman Award Fund for the Support Triangle Community Foundation Autism Society of North Carolina Funds that help Triangle Community Foundation build community knowledge, encourage great Arc of Durham County ideas, and convene partners from the public, Arc of Durham County Endowment Fund private and nonprofit sectors to move important Vassiliades Memorial Endowment Fund efforts forward.
PAGE 28 | Triangle Community Foundation 2016 Annual Report Agency Funds cont. Endowment Fund Lucy Daniels Center for Early Childhood Arc of Orange County Chapel Hill High School / PTSA Chair Lucy Daniels Center Endowment Fund Arc of Orange County, Inc. - Clara Council Fund in Humanities Fund Glaxo Wellcome Excellence in Teaching Dispute Settlement Center, Inc. Big Brothers Big Sisters of the Triangle Science Award Fund Dispute Settlement Center Fund Brenda Boyd Big Brothers Big Sisters Kaiser Permanente Math and Science Scholarship Fund Teaching Chair Fund Duke HomeCare and Hospice Zora Rashkis Teaching Chair in Language Duke Homecare and Hospice Endowment Fund Boys & Girls Club Arts Fund William J. Kennedy Endowment Fund R. D. Smith Award Fund Durham Arts Council Phyllis Sockwell Chair for Excellence in Durham Arts Council Fund Needham Broughton High School Elementary Classroom Teaching Fund Alumni Association Upper Elementary Chair for Excellence Durham Center for Senior Life Needham Broughton High School in Teaching Innovation Fund Council for Senior Citizens Fund Alumni Association Fund Mial Williamson Memorial Fund Chapel Hill-Carrboro YMCA Durham Central Park Chapel Hill-Carrboro YMCA Endowment Fund Durham Central Park Endowment Fund Capital Area Preservation Capital Area Preservation Endowment Fund Chapel Hill-Carrboro Meals on Wheels Durham Nativity School Chapel Hill-Carrboro Meals on Wheels Fund Durham Nativity School Future Fund Caring House Caring House Management Reserve Fund Chapel Hill Philharmonia Durham Striders Youth Association Chapel Hill Philharmonia Fund Durham Striders Youth Association Carolinas Council of Housing, Chapel Hill Philharmonia Music Endowment Fund Redevelopment, and Code Officials Director Endowment Fund Carolinas Council of Housing, Durham Symphony Redevelopment, and Code Officials Chatham Education Foundation Dr. John Grimes Endowment Fund Scholarship Endowment Fund Chatham Education Foundation Fund Ellerbe Creek Watershed Association Central Park School for Children Foundation Chatham Habitat for Humanity ECWA Stewardship Legacy Fund* Central Park School for Children Chatham Habitat for Humanity Dick Forbis Foundation Fund Scholarship Fund Executive Service Corps of the Triangle Inc. Perry Colwell Nonprofit Acceleration Fund Chamber Orchestra of the Triangle Choral Society of Durham Chamber Orchestra of the Triangle Choral Society of Durham Fund First in Families of North Carolina Endowment Fund Julian Price Family Fund First In Families Legacy Fund Chamber Orchestra of the Triangle Valerie Schindler Fund Operating Reserve Fund The First Tee of the Triangle Communities In Schools of Wake County First Tee of the Triangle Endowment Fund Chapel Hill Day Care Center H. Glenn Williams CIS Endowment Fund First Tee of the Triangle Fund Priscilla Guild Child Scholarship Fund H. Glenn Williams CIS Enrichment Fund Food Bank of Central & Eastern North Carolina Chapel Hill-Carrboro Public Compass Center for Women and Families Food Bank of Central & Eastern North Carolina School Foundation Women’s Center Endowment Fund Endowment Fund Anne Craig Barnes Education Enrichment
Triangle Community Foundation 2016 Annual Report | PAGE 29 Agency Funds cont. Leadership Triangle NC American Water Works Association/ Friends of Durham Library Leadership Triangle Fund Water Environment Association Durham Library Fund NC Safewater Fund Learning Assistance Friends of NC Library for the Blind and Ruffin/Edwards Academic Development NC Coastal Federation Physically Handicapped Scholarship Fund L. Richardson Preyer Endowment Fund Friends of NCLBPH Fund Learning Together NC Grassroots Science Museums Collaborative Garner Road Community Center Learning Together Fund North Carolina Grassroots Science Museum Garner Road Young Men’s Christian Nell G. Barnes Endowment Fund Collaborative Endowment Fund Association Endowment Fund Frankie Lemmon Foundation NC Museum of Life and Science Girls on the Run of the Triangle The Frankie Lemmon Foundation Fund NC Museum of Life and Science Girls on the Run of the Triangle Fund #1 Endowment Fund Girls on the Run of the Triangle Fund #2 Lenox Baker Children’s Hospital Foundation Nora K. Nicholson Scholarship Fund Lenox Baker Children’s Hospital Frank Smullin Arts & Technology Fund Noah Z. M. Goetz Foundation Foundation Fund Noah Z. M. Goetz Foundation Grant NC Society of Hispanic Professionals Endowment Fund LGBT Center of Raleigh NC Hispanic College Fund LGBT Center Community Nonendowed Habitat for Humanity of Durham County Equity Fund NC Wheelchair Athletes Foundation Habitat for Humanity of Durham Fund LGBT Center Legacy Fund Honey Kirschbaum Memorial Endowment Fund
Habitat for Humanity of Orange County Lung Cancer Initiative of North Carolina Mary Neal Child Care and Family Habitat for Humanity of Orange County Lung Cancer Initiative Legacy Fund Enrichment Center Reserve Fund Mark Estill Endowment Fund for Mary Neal Tammy Lynn Memorial Foundation Child Care Center Susan C. Hicks Hope Charities Tammy Lynn Memorial Foundation Susan C. Hicks Hope Charities Fund Endowment Fund Neuse River Golden Retriever Rescue Inc. Neuse River Golden Retriever Rescue Fund Independent Animal Rescue, Inc. Make-A-Wish Foundation of Eastern NC Independent Animal Rescue Fund Make-A-Wish Foundation of Eastern NC Northern Junior Athletic Association Endowment Fund NJAA Park Fund Jazz Foundation of NC Robert E. Forry Fund Meals on Wheels of Durham Orange Congregations in Mission Meals on Wheels of Durham Community Disaster Relief Fund Junior League of Durham & Orange Counties Management Reserve Fund Junior League of Durham & Orange Orange County Department of Social Services Counties Endowment Fund Meals on Wheels of Wake County Helen E. Heusner Endowment Fund Meals on Wheels of Wake County Fund KidZNotes for the Future Planned Parenthood South Atlantic, Inc. KidZNotes Special and Exceptional Janet Colm Fund Musician Fund for Scholarships Montessori Community School Planned Parenthood of Central NC KidZNotes Strategic Growth Fund Montessori Community School Fund Endowment Fund
PAGE 30 | Triangle Community Foundation 2016 Annual Report Agency Funds cont. UNC School of the Arts Foundation Designated Funds Plumbing Heating Cooling Contractors of North Carolina School of the Arts A designated fund is created by a donor to North Carolina Educational Foundation, Inc. Endowment Fund provide ongoing support to one or more PHCC of NC Educational Endowment Fund nonprofit organization(s) or government PHCC of NC Fund for Scholarships United Way of Chatham County agencies for a set period of time in perpetuity. United Way of Chatham County Alice Aycock Poe Center for Health Education Endowment Fund Alpha Delta Scholarship Fund Building Healthy People Fund Alpha Tau Omega Foundation United Way of the Greater Triangle Preservation North Carolina United Way of the Greater Triangle Capacity Alycia Long Allen Scholarship Fund Goodwin House Fund Building Non-Endowed Fund* Chapel Hill High School Historic Preservation Foundation of NC United Way of the Greater Triangle Legacy Endowment Fund Society Fund Grace L. Avery African-American United Way of the Greater Triangle Legacy Scholarship Fund SAFEchild Society Non-Endowed Fund* Duke University SAFEchild Fund Urban Ministries of Durham Laura Bailey & Claire Elisabeth Avery Fund for Schoolhouse of Wonder Betsy B. Rollins Fund for Hunger in Durham the Poe Center Schoolhouse of Wonder Fund Alice Aycock Poe Center for Health Education Volunteer Center of Durham Anne Nichols Moore Endowment Fund Bahama Community Park Construction Fund Senior PharmAssist Inc. Northern Junior Athletic Association Senior PharmAssist Stewardship Fund Wake County Bar Association Foundation The Balter Endowment for the UNC St. George’s Episcopal Church Wake County Bar Association Foundation Fund Department of Philosophy* St. George’s Episcopal Church The University of North Carolina at Chapel Hill Organ Endowment Fund Wake County Public Libraries Arts and Sciences Foundation, Inc. Henry Miller Memorial Fund for the Wake St. Mark’s AME Zion Church Co. Public Library Nancy Swindell Baum Charitable Fund St. Mark Scholarship Fund Wake County Public Library Fund St. George’s Episcopal Church
Student Action with Farmworkers Wake Teen Medical Services Beerstecher-Jaquet Family Fund Student Action with Farmworkers Fund Wake Teen Medical Services Fund American Cancer Society, Raleigh American Diabetes Association, Raleigh Threshold Philip Watts Foundation American Heart Association, NC Council Threshold Endowment Fund Philip Watts Foundation Fund American Lung Association, North Carolina Threshold Strategic Reserve Fund American Red Cross, Triangle Chapter We Are Not Alone Fund WCPE Radio - Educational Information Breast Cancer Research Foundation Corporation Duke HomeCare and Hospice Triangle Family Services The Ruth Mary Meyer Endowment for Durham Rescue Mission Triangle Family Services Endowment Fund WCPE Fund Forest at Duke Northern Virginia Family Service Triangle Land Conservancy Westminster Presbyterian Church Ronald McDonald House of Chapel Hill Logan Irvin Stewardship Fund Holderness Fund Ronald McDonald House of Durham TLC Legal Defense Fund Send A Kid To Camp™ Program of Triangle TLC Stewardship Fund YMCA of the Triangle Area Community Foundation Tommy Goldberg Memorial Scholarship Fund
Triangle Community Foundation 2016 Annual Report | PAGE 31 Designated Funds cont. Ben Eason Fund Gryphon Fund Beryl Fund Friends of NC Library for the Blind and Rocky Mount Senior High School Cameron Church Cemetery Physically Handicapped Cameron United Methodist Church Salvation Army of Wake County Hillside Class of ‘66 Alumni Scholarship Fund Duke University Triangle Radio Reading Service Hillside High School of Durham Triangle Community Foundation YMCA of the Triangle Area Trinity United Methodist Church Joel M. Hobby, Jr. Endowment Fund for the Ray Felton American Cancer Society Fund Raleigh Rescue Mission Alton L. Bland Jr. Memorial Fund American Cancer Society, Raleigh Raleigh Rescue Mission Harrison United Methodist Church Fletcher Performing Arts Fund Linda A. Ironside Fund for the Arts Boys and Girls Club of Wake County Durham Arts Council Durham Arts Council Endowment Fund Boys and Girls Club of Wake County Fred and Margie Fletcher Volunteer Jane Joyner Endowed Scholarship Fund Award Fund UNC School of the Arts Foundation Carver Fund for the NC Opera City of Raleigh Dept. of Parks and Recreation North Carolina Opera Henry and Dorothy Lingle Kamin E. Marie Stewart Foley Youth Fund Endowment Fund CCNC Dedicated to the Fight Fund John Avery Boys & Girls Club Duke University Department of Biochemistry Caring Community Foundation William H. and Muriel J. Fox Endowment Fund Pat Kelley Academic Achievement Award Fund R. Meade Christian, Jr. Safe Swimmer NC Zoological Society Ephesus Elementary School Scholarship Fund New Hope Camp and Conference Center Herman Howe and Gladys Otten Fussler Philip and Nancy Leinbach Endowment Fund Endowment Fund for SEEDS Scholarships Class of 1965 Scholarship Fund* Triangle Land Conservancy SEEDS West Springfield High School Chaya Albert Genesis Charitable Fund Louis and Fay Maira Scholarship Fund William A. and Josephine D. Clement Big Brothers Big Sisters of Northern New Mexico Holy Family Catholic Church Endowment Fund Big Brothers Big Sisters of the Triangle NCCU School of Business Classic Stage Company Hilary, Louise and Betty Marks Court Appointed Special Advocates (CASA) Endowment Fund Collie Fund for Sayre Area High School Duke Homecare & Hospice UNC Hospice Sayre Area High School Food Bank of Central & Eastern North Carolina Chatham Habitat for Humanity Food Depot Tiffany M. Dockery Memorial Fund Genesis Home Carl Martin Theater Fund for the Durham Make-A-Wish Foundation of Eastern NC National Jewish Health School of the Arts Santa Fe Mountain Center Durham School of the Arts Catherine A. Dugger Memorial Fund Shanti House Send A Kid To Camp™ Program of Triangle Vaad Hanochos Hatmimim Bascom Hall McKay and Frances Clayton Community Foundation Women in Need McKay Charitable Fund American Diabetes Association, Raleigh Durham Health Partners Endowment Fund The Gibbs Endowment Fund American Red Cross Lincoln Community Health Center Raleigh Symphony Orchestra Association for the Preservation of the Eno River Valley
PAGE 32 | Triangle Community Foundation 2016 Annual Report Designated Funds cont. John A. Parker Fund Sister Cities of Durham Endowment Fund Duke Children’s Hospital and Health Center Groton School for International Understanding NC Museum of Life and Science Robert C. Parker School Sister Cities of Durham Ronald McDonald House of Durham UNC School of Social Work Salvation Army, Durham Chapter Lucille C. Smith and Charles H. Smith, Senior PharmAssist Poe-Smith Endowed Scholarship Fund Sr. Memorial Fund for Old Trinity United Way of the Greater Triangle Alice Aycock Poe Center for Health Education Episcopal Church The Vestry or Wardens of Trinity Richard K. Meyer Memorial Fund for ACRA E.K. Powe Memorial Fund Episcopal Church AIDS Community Residence Association E. K. Powe Elementary School Walter and Kathryn Smith Charitable Fund Morse Integrative Strategies Endowment Fund Puckett-Strickland Fund Occoneechee Council of the Boy Scouts Integrative Strategies Forum Duke HomeCare and Hospice of America Grey Stone Baptist Church Salvation Army of Durham Charles F. T. Nakarai Fund for Piano Hester Baptist Church Competition Masonic Home for Children at Oxford Dr. Cleon F. Thompson Scholarship Fund Durham Music Teachers Association Montreat College Shaw University
Nelson Community Association Raleigh Charter High School Future Fund Tobaccoland Kiwanis Fund for Lincoln Charitable Fund Raleigh Charter High School Community Health Center Cedar Fork Baptist Church Lincoln Community Health Center Lakewood Baptist Church Willis Alton & Margaret Baker Reid Lowe’s Grove Baptist Church Stewardship Fund United Way of the Greater Triangle Capacity North Carolina Baptist Foundation Triangle Land Conservancy Building Fund Woman’s Missionary Union of North Carolina United Way of the Greater Triangle Susan Ribet Martin and Grace Ribet George W. and Mary H. Newton Memorial Scholarship LeRoy Walker Endowment Fund for The Endowment Fund Northern High School John Avery Boys & Girls Club Greensboro College Foundation John Avery Boys & Girls Club Triangle Community Foundation Richard S. and Sylvia G. Ruby Fund Trinity United Methodist Church Raleigh-Cary Jewish Federation F. Carter Williams Architectural Endowment Fund North Carolina Amateur Sports St. Cecilia Fund American Institute of Architects, NC Chapter Endowment Fund St. Luke’s Episcopal Church North Carolina Amateur Sports Jan Williams Redwood Fund Robert and Pearl Seymour Fund for The Center for Child and Family Health – North Carolina Legacies Fund Inter-Faith Council for Social Services Healthy Families Durham MDC Inter-Faith Council for Social Service Women In Action Endowment Fund Dr. and Mrs. Yasuhiko Nozaki Lectures Fund Sheltering Home Circle of King’s Elna B. Spaulding Conflict Resolution Center Duke University Medical Center Department Daughters - Hazel Gray Baucom of Biochemistry Memorial Scholarship Fund Benjamin Watson Woodruff Fund Campbell University Divinity School Needham B. Broughton High School PTSA
Triangle Community Foundation 2016 Annual Report | PAGE 33 Giving Circle Funds Scholarship Funds Donald Clarke-Pearson Runner’s Giving Circles allow donors to give with others, Achievement Scholarship for Refugees and Scholarship Fund pool resources and decide as a group which Immigrants of Wake County Fund Marija Crook organization will receive grants. Sheenaymu Badweh Enrique Guerra Maria Barragan Amanda Hickey 20/20 Sisters of Vision Paw Law Eh Anna Louise Passannante Christian women empowering women and Angelina Escobar Natalie Richardson children in local and global communities to Maria Gamez Vargas Jessica Szymczak improve their quality of life in areas such as Ayesha Jaleel health, education, economic development Fatima Mohamed de Grange Endowment Fund and spirituality. Mauricio Reyes Ricardez Claudia Morales Rodriguez Do Yee Song Juana Rios A Legacy of Tradition (ALOT) Kathy Villasenor-Cortes DeCory Roberson Continues the legacy of giving by bridging Olga Silva the gaps of African American males through Alpha Phi Alpha African American Male education, collective giving and community Scholarship Endowment Fund James O. Duncan Fund responsibility. Mahlik Conley Anthony Teachey Durham Bulls/WRAL Explorer Posts The Art of Giving Scholarship Fund Leverages the power of collective philanthropy Alpha Tau Boulé Scholarship Fund Austin Edwards as it works to connect women in meaningful Chad Hardy Rachel McKinney and purposeful ways, and to benefit women and Jordan Perry Bruklyn Miller families in the Triangle region. Molly Sobb Carol Ann Beerstecher Nursing The Beehive Collective Scholarship Fund Durham Cerebral Palsy Foundation Fund Raleigh young professionals organizing fun Bailey Allen projects and pooling their collective talents to Elizabeth Charles Durham Eagles College Scholarship Fund raise meaningful amounts of money to support Judy Clark Sherrod Poole causes they care about. Francis Dela Cruz Kobe Scotton Shaun Flynn Heritage Quilters Amy Gira Gertrude B. Elion Scholarship Fund Women of Warrenton promoting the knowledge Mary Gregory Rui Dai of the art of quilt making and preserving the Lauren Janik Catherine Fahey history and lore of fabric art. Katherine Munger Stephanie Hsu Kayla Roberts Amy Wisdom Next Generation of African American Kalin Strickland Philanthropists (NGAAP) Morgan Whitfield Jason and Jessica Evans Memorial Promotes collective giving of time, talent, and Scholarship Fund treasure to improve the quality of life for African Felicia Brewer Opportunity Scholarship Fund Blair Gattis Americans in North Carolina’s Triangle region. Masiel Bautista Hunter Spitzer Yessica Villanueva The Longleaf Collective Galloway Ridge Employee Scholarship Fund A nonpartisan giving circle of members ages Trey Cheek Memorial Fund Michaela Albright 18-40 that believes in the ability to make a Emma Rossetti Shahborn Allah meaningful impact in the state of North Carolina. Ernestine Bangura
PAGE 34 | Triangle Community Foundation 2016 Annual Report Scholarship Funds cont. iContact Foundation Scholarship Fund Cameron Richardson Jessica Delgado-Flores Andrew Woods Luis Rolon Tania Hernandez-Meijia Henrietta Stanley Brenda Martinez Janssen Family Scholarship Fund Stephen Stanley Deborah McCready Christian Strickland Lilly Neal Kate Parks Kitchin Scholarship Fund Matthew Strickland Madison Spinks Megan Moss Autumn Uber Valeria Villanueva Caitlyn Young Teagan Williams Caroline Laundon Memorial Scholarship Fund Jai-Hyun So Neuse Ryder Cup Fund Edgar C. Garrabrant, II & John R. Garrabrant Megan Homestead Memorial Scholarship Fund Isaac Hall Manning, Jr. Award for Excellence Katherine Dull Jacob Koehler in Patient Care Fund Mason Medlin Jose Rodriguez Chelsey Neptune GSK Opportunity Scholarship Fund Salvatrice Samarelli-Armes Katherine Riley Elise Lutz Reese McDonald Ruby Ennis Maynard Scholarship Fund George and Mary Newton Scholarship Fund Jonathan Toler William Unger III Lauryn Vickers Mary Margaret McLeod Fund For Deserving Children in Lee County North Carolina Jaycee Scholarship Fund Michael S. Gray Memorial Fund Devika Ghosh David Cuppett Juanita McNeil West End Scholarship Fund Patrick Markwalter Jr. Connor Guess Native American Health Education Fund Dr. Carl N. Patterson Memorial Fund Stacy Guess Fund Aarika Jacobs Simone Wilder Shomya Mitra Darrah Speis Elizabeth Marie Roberts Scholarship Fund Umesh and Usha Gulati Scholarship Fund NC American Indian Fund Scholarship Morgan Latta Grant Fuller Dylan Brooks Pamela Gonzalez Hernandez Joshua Cade Susan Ellis Roberts Scholarship Fund Jaylin Polanco Raina Cappetta Damian Perry Anthony Teachey Bethany Chavis Kassidy Webb Meredith Godwin Scholars’ Latino Initiative Fund Alexis Hunt Brandon Arroyo George H. Hitchings Scholarship Fund Aarika Jacobs Jose Lopez-Garcia for Health Research Candace Jacobs Gerardo Marcos-Ocampo John Griffioen Idalis Jacobs Nereyda Ortiz-Munoz Esther Gu Hunter Jolicoeur Darwin Ramirez Alison Harrelson Sidney Locklear Danny Rodas Cecilia Kucera Dyani Lynch Emily Mackey Caitlin Martin Shaver-Hitchings Scholarship Fund Kimberly Schreiber Morgan McKeithan Taheera Blount Autumn McNeill Allison Elizabeth Hoof Memorial Fund Serena Mitchell James Sills Scholarship Fund Emily Ashton Jamia Richardson Johntasia Lassiter
Triangle Community Foundation 2016 Annual Report | PAGE 35 Scholarship Funds cont. The George H. Hitchings Society Kassel Smit “Make a Difference” Building a legacy for generations to come Scholarship Fund Triangle Community Foundation created the George H. Hitchings Society to recognize Rachel Lamm donors who set up gifts to the Foundation in their estate or financial planning. The society is Emily Pittman named for the Foundation’s creator, Nobel Laureate Dr. George Hitchings, and honors those who build resources for the community by naming the Foundation as a beneficiary in their Charles Harrison Smith, III Scholarship Fund wills, trusts, insurance policies, or retirement accounts. Lucas Nativio Individuals who include legacy charitable gifts in their estate or financial planning serve as Jay Spence Memorial Scholarship Fund an example and inspiration for others. Nereyda Ortiz-Munoz
Van and Luella Thomas Family The Foundation gratefully acknowledges Philip and Jane Currier Scholarship Fund these Hitching Society members: Mark and Susan Daley Sarah Thomas Michael and Mary Bryan Adair Edgar Foster Daniels James M.* and Barbara Brandeis Alotis Julia and Frank A. Daniels, Jr. Ann & Girard Tillery Scholarship Fund Charles and Barbara Andrews Julia Graham Daniels Jessica and David Aylor Patricia B. Daniels Tomorrow Fund for Hispanic Students Melinda Baran Arthur S. and Martha D.* DeBerry The Tomorrow Fund provided 23 scholarships L. Thomas Barber and Shannon St. John Christopher Kevin Delaney to North Carolina Hispanic youth to attend Louis R. and Madelyn L. Dickerson post-secondary institutions across the state. Robin Barefoot Gail M. Bauer Pearl B. Doherty Clare and Walter Baum Mrs. Alberta B. Dolan Benjamin F. Ward Scholarship Fund Robert P. Donovan Morgan Whithaus George and Emilie Beglane Helen Elizabeth Bell John McNeely DuBose David Eaton Kathryn H. Wallace Endowment for Artists Vern S. and Mary B. Bell Kay Edgar and Bob Healy in Community Service Robert H. and Carol W. Bilbro Jaki Shelton Green Joyce Billotte Amy F. and Monty Edge Donald L. and Maryann Bitzer Ronald A. Epner & Elise A. Epner Richard E. Whitted Fund Frank K.* and Carolyn H. Borden H. Spencer Everett, Jr. Carolyn MacLeod John G.* and Dorothy R. Borden Joseph Fedrowitz and Mitchell Vann Hunter Spitzer Donald R. Brewer Jay H. and Kay Marvin Ferguson Henry Forest and Betty Jean R. Britt Barbara M. Fletcher Carolyn Lemmond Winchester Fund Susan E. Brown and David F. Ritchie Susan Frazier Nathan Pierron Phillip and Katharine Buchanan Robert Frye and Peggy Blake Donald and Shirley Burkall Cheryl Gallan Additional info: Tom and Marge Berger Busch Mr. and Mrs. Benjamin K. Gibbs 167 scholarships awarded Mr. and Mrs. W. Lowry Caudill Mr. and Mrs. Nicholas* Gilles $714,049.43 total Joseph H. and Barbara G. Collie Peter Gilligan and Lynn Smiley Perry Colwell and Betty Neese Robert Glenn and Connie Winstead Ann Marjorie and George Harold Connell Elizabeth Wade Grant Michael Cucchiara and Marty Hayes Robert and Dana Greenwood Chicita Culberson Roselyn Gurlitz Norman* and Nancy Scaief Gustaveson
PAGE 36 | Triangle Community Foundation 2016 Annual Report Beverly Dougher Hanly Robert P. Nutter Boyd R. and Janie J. Switzer Pamela Logan Harris Linda Orr Jim and Cassandra Swon Don and Marilyn Hartman Margaret P. Parker John Terborgh and Lisa Davenport Alycia Hassett Larry and Beth Patterson Wynne Thomas Katherine Gordon Haworth Mimi Pearson Ron and Marilyn* Toelle James Patrick and Martha Young Heafner David and Mary Peele Charles D. Liner & Camille “Kitty” Tulloch Frances Wright Henderson Ellen Yeargan Pemberton Jerry and Sondra VanSant Dorothy L. Heninger and Simeon Heninger Peggy P. Perlman Jack and Carol Walker Debbie Hill Barry L. Poss Keith and Lisa Wallace Mary and Watts* Hill Ethel Pratt Dr. Robert and Ms. Mary Ward William Hill M. Elizabeth Preddy Bill and Gloria Warner Joel M. Hobby, Jr. Lee Nowell Radford and Garland Radford, Jr. Ethel Weinberg Tom and Jean Hogen Neil O’Toole and Janet Ramsey Selena Warren Wheeler Donald and Jennifer Holzworth Anna Louise Reynolds Marci S. Whittaker Gray and Gail Hutchison Joseph and Libby Robb Andrew Widmark Raymond Lewis Jefferies, Jr. Carol T. Robbins Alice Poe* and F. Carter* Williams Louise Johnson Verne L. and Tanya Sue Roberts R. Brooks and Sandra J. Winbourne Tyler R. Johnson Ernest C. and Constance B. Roessler William E.* and Joan M. Wollman Douglass Joyce and Colleen Zinn Allen Rogers Elizabeth Woodman Eric E. Karnes Mozette Rollins Josef Woodman Kelly S. King I. Woodall* and Mary E. Rose Martha Klopfer Gayle L. Ruedi There are also more than 80 members who Mark and Katherine Kauffman Kocourek Earl H.* and Margaret Ryan prefer to remain anonymous. Harold Kohn Duane and Shelly Ryder Randolph and Catherine Lambe Dudley Hill Campbell Sargent *Deceased Mary E. Larkin Marjorie A. Satinsky Joan Lash and Ray Williams Anne and Tom Schick Nancy W. Laszlo Beverly Ann Segee Frank Leith John Edward Segee* Heather Smith Linton Jean S. Sharp Anne Cone Liptzin JB and Thomas M.* Shelton, III William B. McLawhorn Robert D. and Connie C. Shertz Peter and Prudence Meehan Glenn Simon Polly and Rebecca Mitchell-Guthrie Michael and Mig Murphy Sistrom Mark and Patricia Molitor Perry and Lillie Duke Clements* Sloan Mary Cynthia H. Monday Dana L. Smith Anne and Victor B. Moore Judy and Johnnie* Smith Ronald Morrow William D. Smith Jan Muller Jack M. and Patsy H. Stancil Mike and Barbara Murphy Daniel S. and Connie T. Stevenson Walter L. and Denise D. Newton Sara and Lyle Strassle Margaret Nordstrom Ron Strom and Cathy Pascal Schooner Nowell Sherwin Suddreth
Triangle Community Foundation 2016 Annual Report | PAGE 37 Community Investors $1,000-$4,999 $250-$999 Our heartfelt thanks to all those who help Anonymous Donor Margaret G. Altvater Fund for Education Triangle Community Foundation make a Bruce and Dianne Birch Anonymous Donor difference with the most pressing needs of our Julia Preston Brumley and George William Goulding Family Charitable Fund region. Our Community Investors have made Brumley, III Family Memorial Fund Sandra F. Hoke Fund generous gifts in 2015-2016 to the Fund for Josephine Clement Fund for Public Education Caroline Laundon Memorial Fund the Triangle, Triangle Community Foundation The Coronaca Fund Larry Rocamora Endowment Fund, and our What Matters James E. and Margaret R. Davis Kathryn (Kay) Segee Memorial Fund Community Luncheon. Thank you for your Endowment Fund Jacqueline Shaw-Haywood Memorial Fund visionary philanthropy! Durham Public Education Network Barrie Wallace Fund for the Arts $10,000+ Endowment Fund Marvin and Dianne Welton Fund Chester and Jessie May Clark Endowment Fund Dr. and Mrs. Victor J. Dzau Wide Waters Fund Community Grantmaking Program Fund Ender Family Fund Jeannette A. Gates Fund Up to $249 Anne D. Compton Family Fund Anonymous Donor Delta Air Lines Home Health Foundation of Chapel Hill Endowment Fund Kevin P. Barry Bobbie Fletcher Fund Cynthia and Ken Crossen Frank U. and Nelle Crowell Fletcher Fund Jenny I Fund JSR Fund Duke School Morgan Gardner Endowment Fund Margaret Sellers-Walker Morris Elizabeth Wade Grant Endowment Fund Susan B. King Far Side Fund Mark Kuhn O’Mara Landscaping & Lawn Care Inc GSK Endowment Fund Organization of Women in International Trade Willie B. and Bruce A. Hill, Sr. Charitable Fund Mama Dip Share the Love Fund Easter Maynard of the Greater Triangle Thomas S. Kenan, III Endowment Fund Anne Wolf Nathan-Groves Fund Peter J. and Prudence F. Meehan Fund Charles Chase Pratt Memorial Fund Optimist Club of Durham Fund Triangle Business Investors For Good - 2016 The Clyde and Hildegard Scheffey Ryals Pascal Strom Family Fund Endowment Fund for Land and Phoenix Fund Water Preservation Sydnor and Lacy Presnell Scaief-Gustaveson Fund Steve Quessy and Marna Doucette Fund SOUL (Save Our Undeveloped Land) Fund Margot Meyer Richter Endowment Fund Bank of America Claude and Adele Thomas Fund Margot M. Richter Fund Blue Cross Blue Shield of North Carolina Wallace Fund for Youth St. Luke’s Circle Endowment Fund Blue Heron Asset Management LLC Schmidt-Nielsen and Claesson Family Fund Bourke Services $5,000-$9,999 Schwartz Family Fund Duke University Perry Colwell Fund James A. Stewart and Frances Dyer Fund Duke University Health System Community Group Houses Fund Telemark Fund Fifth Third Bank William C. Cowdery Family Endowment Fund Ron and Marilyn Toelle Endowment Fund Google Fiber Allen and Kate Douglas Torrey Fund Widmark Community Fund Hamilton Point Investment Advisors Noël Family Fund Phail Wynn Jr. Investors Management Corporation Peoples Security Insurance Endowment Fund Youth Pro Musica Fund Schell Bray Ronald and Marilyn Toelle Charitable Fund
PAGE 38 | Triangle Community Foundation 2016 Annual Report STAFF
Our staff is dedicated to this community and to making it a better place. With extensive knowledge of the region’s changing needs, we work together to assist donors with their philanthropic goals, we work closely with nonprofits to address challenges in the community, and we are always learning more about the needs in the Triangle and how we can affect change. We are here to serve you, our donors and our community. Rachel Aiken Gina Andersen Jessica Aylor Rutina Bailey Nonprofit Services Associate Community Programs Office Director of Community Grants Coordinator Investment
Robin Barefoot, JD Ken Baroff Sarah Battersby Meg Buckingham Lindsay Harrell Melchee Johnson General Counsel Director of Donor Scholarships & Donor Director of Marketing & Controller Senior Donor Services Officer Development Services Officer Communications
Robert Naylor Lori O’Keefe Libby Richards Fran Wescott Anne Wolf Chief Financial Officer & President & CEO Senior Community Executive Assistant & Accountant & Human Director of Administration Programs Officer Office Manager Resources Associate
Triangle Community Foundation 2016 Annual Report | PAGE 39 BOARD OF DIRECTORS
Our Board of Directors* comprises a group of the region’s leaders. The Board is the Foundation’s governance and policy-making body. As such, the Board bears fiduciary responsibility for the legal, financial, administrative, grantmaking, community service, and fundraising activities of the Foundation.
New members are elected to the Board after recommendation by a Nominating and Governance Committee. Board members serve a three-year Farad Ali Tucker Bartlett Dianne Birch Diane Bonner Anita R. Brown-Graham term and may be re-elected for one term.
Ruth Dzau Sheldon Fox Tim Gupton Paul B. Harrison Mark Kuhn Easter Maynard Peter J. Meehan Pat Nathan
Lacy M. Presnell III Larry Rocamora Michael Schoenfeld Pamela Senegal James H. Speed, Jr. James A. Stewart Carol P. Tresolini Kathryn Williams
Foundation Leadership Council* Carol W. Bilbro | Jean G. Carter | Stephen D. Corman | Elizabeth B. Craven | Frank A. Daniels, Jr. | Mary L. Hill | Fred D. Hutchison | Annie Liptzin | Peter J. Meehan Charles B. Neely, Jr. | Prezell R. Robinson | Ronald A. Strom | E. Jack Walker, Jr. | Richard “Stick” Williams | R. Peyton Woodson III | Phail Wynn, Jr. *FY 2015-2016 PAGE 40 | Triangle Community Foundation 2016 Annual Report We’ve Moved! In November of 2016, Triangle Community Foundation moved into a new space at The Frontier, in the heart of Research Triangle Park. Because of the generosity of our donors, we are thrilled to be able to offer our region’s nonprofits access to our new community space for meetings and events. We look forward to welcoming these organizations as they continue to further their missions, as well as our fundholders into our new office. For more information on our move and how you can access space, please visit our website atwww.trianglecf.org .
*FY 2015-2016 Triangle Community Foundation 2016 Annual Report | PAGE 41 Mailing: PO Box 12729, Durham, NC 27709 Physical: 800 Park Offices Drive, Suite 200 Research Triangle Park, NC 27709
919.474.8370 www.trianglecf.org
This report was printed on paper gathered from responsible sources.
PAGE 42 | Triangle Community Foundation 2016 Annual Report