Annual Report with Causes That Matter...Forever
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2014-2015 Connecting People Who Care annual report with Causes that Matter...Forever. what is a community foundation? Like its counterparts in cities across the nation, the Foundation is: • A collection of gifts from generous local citizens, mostly • A philanthropic center where donors may set up their invested in long-term endowment funds, that will professionally managed funds without incurring the benefit our community forever. expense involved in operating a private foundation. The Williamsburg Community Foundation is your partner in philanthropy. You can make a gift, large or small, to support any area of community life through WCF. Not Pictured: Susanna Hickman board of trustees 2014-2015 Chairman Vice-Chairman Treasurer Secretary Margaret Beck Pritchard Joseph R. Burkart William Morrison Kendall S. Kerby James N. Allburn Susanna B. Hickman Michael D. Maddocks William L. Roberts Jr. Betsy C. Anderson Ronald E. Lodzieski Mark Monroe Roger E. Schultz MD John R. Curtis Jr. Albert O. Louer Randy W. Myers Howard W. Smith Sr. Paul W. Gerhardt Eric McDonald Joe Poole III Craig Stambaugh Ellin B. Gordon staff honorary trustees Executive Director Accountant Colin G. Campbell Nancy Coté Sullivan Jeff Dawson W. Taylor Reveley III Office Manager Webmaster Kris MacKenzie Van Ruckman Cover photos Clockwise from Left: A client visits the new Aging and Disability Resource Center; New Kent Wrestling was supported by a grant from the Benjamin R. Altshuler Memorial Fund; Millie West and Deborah Hill enjoyed the 15th Anniversary Gala; CDR participants with their new van; Summer campers learn to swim at Jamestown 4H. a message from margaret beck pritchard Chairman of the Board 2014-2015 We are pleased to announce that 2014 was a great year for the Williamsburg Community Foundation. It began with red roses and a swing band as the 15th Anniversary Gala brought hundreds of people together to celebrate the Foundation’s support of greater Williamsburg. That event raised over $90,000 for our work. At the gala, we announced the creation of the Founders Award for Vision and Excellence. The first award was presented by Joseph Montgomery, one of the Foundation’s original board members, to John Jamison for his efforts to grow this organization. Margaret Beck Pritchard Summer brought other exciting news. The Foundation was given the gift of a new home. Hope and Bobby Beck donated three office condos at Jamestown Office Park, which greatly expanded our office space and now provide a rent-free home for our staff and volunteers. A record number of grants were awarded to local nonprofit organizations at our fall grant luncheon. The $15,000 Founders Award grant was presented to Williamsburg Faith in Action in honor of John Jamison along with an additional $108,000 to 23 other nonprofit organizations. Many of these grants were supported by donor-advised fund holders of the Foundation, who chose to help support nonprofit organizations that applied for Foundation grants. The good news and positive publicity from these events brought the organization more recognition throughout the year. As you read through the report, you will learn more about the Foundation’s work over the last year. Because of your support, we had a record year of gifts received, grants and scholarships awarded and over a million-dollar growth in assets. Margaret Beck Pritchard Chairman wcf past chairmen Trist B. McConnell John R. Curtis Jr. Karen A. Jamison John C. Jamison Vernon M. Geddy III Michael D. Maddocks 2014-2015 Annual Report 1 donor profile: jane & bob taylor Jane and Bob Taylor didn’t come to Williamsburg 15 years fund that allows ago to do needlepoint, garden or golf (although they do all the Foundation the these things). After an already successful career in finance, most latitude in Bob took a position as Senior Vice President of Colonial selecting charitable Williamsburg, and Jane followed five years later upon her recipients. “Our retirement as a partner with Ernst and Young. Outside of the current assessment work arena, both have lent their skills in finance to many of of community the nonprofit organizations that make this community work. needs may not be As Bob puts it, “There are a lot of retirees that come here, but relevant in twenty they don’t just retire, they provide extraordinary skills for the years or so,” Bob community. They serve on the visiting faculty at the college, says. “It’s the on other boards…” Jane continues this thought, “You can get changing needs of as engaged or not as you want to be. It’s a very welcoming the community that place for people who want to make a difference and give back.” the Community Foundation does Jane and Bob Taylor Active in numerous organizations over the past 15 years, a very good job of they have served on boards or volunteered, consulting for understanding and that our fund supports. ” the Williamsburg Symphonia, the Williamsburg Health Foundation and the City of Williamsburg Audit Committee, “There continue to be so many unmet needs in our among others. Jane and Bob work with the Williamsburg community,” Jane says, which is why it’s important to the Community Foundation both as volunteers (Jane is a past couple to give locally. She continued, “Williamsburg is our trustee) and as the creators of an unrestricted endowment home. We want to make sure it stays a vital community.” competitive grant recipients Grant recipients on this list applied for a grant through the Foundation’s competitive process. Each received support from the Foundation’s Community Endowment Funds. Several of the Foundation’s generous donor-advised fund holders have also chosen to support WCF’s competitive grant applicants as funding partners. Those grants are also included on this list. Angels of Mercy Medical Clinic Olde Towne Medical Dental Center YMCA - Peninsula Metropolitan Avalon: A Center for Women & Children Opera in Williamsburg York-Poquoson Social Services Big Brothers/Big Sisters of Peninsula Agency on Aging, Inc. Greater Virginia Peninsula Peninsula Catholic High School Child Development Resources Peninsula Pastoral Counseling Center Community of Faith Mission, Inc. Sentara Regional Early Childhood Music School of the Medical Center Auxiliary Williamsburg United Methodist Smithfield Athletic Booster Club Church StageLights Jamestown 4-H Educational Center The ARC of Greater Williamsburg Lackey Free Family Clinic This Century Art Gallery Literacy for Life Thomas Nelson Educational Foundation Lyric Opera Virginia Williamsburg Area Faith in Action Child Development Resources received two grants Network Peninsula Williamsburg Music Club New Kent High School totaling $15,000 from the Foundation, which enabled Williamsburg Youth Orchestras the organization to purchase a new van to transport families and children participating in CDR programs. 2 2014-2015 Annual Report community endowment funds Unrestricted endowment gifts to the WCF are placed in the Community Endowment, which the Board of Trustees uses to address the changing needs of greater Williamsburg through a competitive process. Named funds within the Community Endowment may be established with a minimum gift of $10,000. Below are the named funds of the Community Endowment. 1999 Trellis Benefit Fund Geddy Family Funds James & Gail Allburn Family Fund Good Life Fund Andrews-Squire Family Fund Ellin & Baron Gordon Fund Anonymous (2) Hamilton-Phillips Fund Robert Travis Armistead Memorial Fund A. Kent Harrell & Kendall S. Kerby Fund Donald & Linda Baker Community The Harris Family Fund Endowment Fund R.M. (Sam) Hazelwood Jr. Family Fund Edna & James Baker Fund T. Christian Henderson Family Fund Jackson Patrick Baker & Cailey Henderson Family Fund Mullady Baker Fund Joseph & June Hennage Fund Norman Beatty Memorial Fund Bruce & Kathy Hornsby Fund Robert & Hope Beck Fund Mary Speake Humelsine Fund Beers Family Fund John A. Hyman Fund Margaret & Robert Birney Fund John C. Jamison Creative Leadership Fund Susan Britcher Charitable Fund Stacey Richman, FNP, Olde Towne John & Carol Jamison Family Fund Medical and Dental Center, performs a William & Cynthia Bryant Fund Tom & Karen Jamison Family Fund procedure with a portable EKG machine for Terry Emory Buntrock Fund Kiley Unrestricted Fund cardiac patients on a patient lying on an Joseph & Susan Burkart Fund electronic adjustable examination table for Stephanie H. & Robert A. King Fund handicapped patients. Both the EKG machine Bette & Nash Castro Fund Glenn & Bonnie Krochmal Fund and table were funded through Williamsburg Tim & Linda Caviness Fund Tessa & Albert Louer Fund Community Foundation grants. Community Endowment Helen & Trist McConnell Fund Stambaugh Family Unrestricted Fund Robert & Carolyn Condon Fund Walter G. & Betty C. McDonald Fund Paul & Bonita Stockmeyer Fund Ryan Gregory Cooke Memorial Fund Montgomery & Pamela Mason Fund Nancy & Bill Sullivan Family Fund Corson Family Fund Mathews Family Unrestricted Fund Tim & Anne Sullivan Fund Donald E. & Janet W. Craig Fund Mellette Family Endowment Fund Jane & Robert Taylor Fund Charles & Ginny Crone Family Fund Joseph & Linda Montgomery Family Thaler Endowment Fund Nan & Pete Cruikshank Fund Unrestricted Fund TowneBank Fund Covenant Wealth Advisors/ Drew & Cheryl Mulhare Fund Trust Company of Virginia Fund Topping Family Fund Old Point National Bank Fund Vermillion Family Fund John & Julia Curtis Endowment Fund Optimal Service Group of Darling Family Fund Wells Fargo Fund Harry & Judy Wason Fund David & Marian Dawson Family Fund Tom & Mary Ellen Power Family Fund Peter & Kimberly